In this article by Romain Caudron and Pierre-Armand Nicq, the authors of Blender 3D By Example, you will start getting familiar with Blender.
(For more resources related to this topic, see here.)
Here, navigation within the interface will be presented. Its approach is atypical in comparison to other 3D software, such as Autodesk Maya® or Autodesk 3DS Max®, but once you get used to this, it will be extremely effective.
If you have had the opportunity to use Blender before, it is important to note that the interface went through changes during the evolution of the software (especially since version 2.5).
We will give you an idea of the possibilities that this wonderful free and open source software gives by presenting different workflows. You will learn some vocabulary and key concepts of 3D creation so that you will not to get lost during your learning.
Finally, you will have a brief introduction to the projects that we will carry out throughout this book.
Let's dive into the third dimension! The following topics will be covered in this article:
- Learning some theory and vocabulary
- Navigating the 3D viewport
- How to set up preferences
- Using keyboard shortcuts to save time
An overview of the 3D workflow
Before learning how to navigate the Blender interface, we will give you a short introduction to the 3D workflow.
An anatomy of a 3D scene
To start learning about Blender, you need to understand some basic concepts. Don't worry, there is no need to have special knowledge in mathematics or programming to create beautiful 3D objects; it only requires curiosity. Some artistic notions are a plus.
All 3D elements, which you will handle, will evolve in to a scene. There is a three-dimensional space with a coordinate system composed of three axes. In Blender, the x axis shows the width, y axis shows the depth, and the z axis shows the height. Some softwares use a different approach and reverses the y and z axes. These axes are color-coded, we advise you to remember them: the x axis in red, the y axis in green and the z axis in blue.
A scene may have the scale you want and you can adjust it according to your needs. This looks like a film set for a movie. A scene can be populated by one or more cameras, lights, models, rigs, and many other elements. You will have the control of their placement and their setup.
A 3D scene looks like a film set.
A mesh is made of vertices, edges, and faces. The vertices are some points in the scene space that are placed at the end of the edges. They could be thought of as 3D points in space and the edges connect them. Connected together, the edges and the vertices form a face, also called a polygon. It is a geometric plane, which has several sides as its name suggests.
In 3D software, a polygon is constituted of at least three sides. It is often essential to favor four-sided polygons during modeling for a better result. You will have an opportunity to see this in more detail later.
Your actors and environments will be made of polygonal objects, or more commonly called as meshes. If you have played old 3D games, you've probably noticed the very angular outline of the characters; it was, in fact, due to a low count of polygons.
We must clarify that the orientation of the faces is important for your polygon object to be illuminated. Each face has a normal. This is a perpendicular vector that indicates the direction of the polygon. In order for the surface to be seen, it is necessary that the normals point to the outside of the model. Except in special cases where the interior of a polygonal object is empty and invisible. You will be able to create your actors and environment as if you were handling virtual clay to give them the desired shape.
Anatomy of a 3D Mesh
To make your characters presentable, you will have to create their textures, which are 2D images that will be mapped to the 3D object. UV coordinates will be necessary in order to project the texture onto the mesh. Imagine an origami paper cube that you are going to unfold. This is roughly the same. These details are contained in a square space with the representation of the mesh laid flat. You can paint the texture of your model in your favorite software, even in Blender.
This is the representation of the UV mapping process. The texture on the left is projected to the 3D model on the right.
After this, you can give the illusion of life to your virtual actors by animating them. For this, you will need to place animation keys spaced on the timeline. If you change the state of the object between two keyframes, you will get the illusion of movement—animation. To move the characters, there is a very interesting process that uses a bone system, mimicking the mechanism of a real skeleton. Your polygon object will be then attached to the skeleton with a weight assigned to the vertices on each bone, so if you animate the bones, the mesh components will follow them.
Once your characters, props, or environment are ready, you will be able to choose a focal length and an adequate framework for your camera.
In order to light your scene, the choice of the render engine will be important for the kind of lamps to use, but usually there are three types of lamps as used in cinema productions. You will have to place them carefully. There are directional lights, which behave like the sun and produce hard shadows. There are omnidirectional lights, which will allow you to simulate diffuse light, illuminating everything around it and casting soft shadows. There are also spots that will simulate a conical shape. As in the film industry or other imaging creation fields, good lighting is a must-have in order to sell the final picture. Lighting is an expressive and narrative element that can magnify your models, or make them irrelevant.
Once everything is in place, you are going to make a render. You will have a choice between a still image and an animated sequence. All the given parameters with the lights and materials will be calculated by the render engine. Some render engines offer an approach based on physics with rays that are launched from the camera. Cycles is a good example of this kind of engine and succeeds in producing very realistic renders. Others will have a much simpler approach, but none less technically based on visible elements from the camera.
All of this is an overview of what you will be able to achieve while reading this book and following along with Blender.
What can you do with Blender?
In addition to being completely free and open source, Blender is a powerful tool that is stable and with an integral workflow that will allow you to understand your learning of 3D creation with ease. Software updates are very frequent; they fix bugs and, more importantly, add new features.
You will not feel alone as Blender has an active and passionate community around it. There are many sites providing tutorials, and an official documentation detailing the features of Blender.
You will be able to carry out everything you need in Blender, including things that are unusual for a 3D package such as concept art creation, sculpting, or digital postproduction, which we have not yet discussed, including compositing and video editing. This is particularly interesting in order to push the aesthetics of your future images and movies to another level.
It is also possible to make video games. Also, note that the Blender game engine is still largely unknown and underestimated. Although this aspect of the software is not as developed as other specialized game engines, it is possible to make good quality games without switching to another software.
You will realize that the possibilities are enormous, and you will be able to adjust your workflow to suit your needs and desires.
Software of this type could scare you by its unusual handling and its complexity, but you'll realize that once you have learned its basics, it is really intuitive in many ways.
Getting used to the navigation in Blender
Now that you have been introduced to the 3D workflow, you will learn how to navigate the Blender interface, starting with the 3D viewport.
An introduction to the navigation of the 3D Viewport
It is time to learn how to navigate in the Blender viewport. The viewport represents the 3D space, in which you will spend most of your time. As we previously said, it is defined by three axes (x, y, and z). Its main goal is to display the 3D scene from a certain point of view while you're working on it.
The Blender 3D Viewport
When you are navigating through this, it will be as if you were a movie director but with special powers that allow you to film from any point of view.
The navigation is defined by three main actions: pan, orbit, and zoom. The pan action means that you will move horizontally or vertically according to your current point of view. If we connect that to our cameraman metaphor, it's like if you were moving laterally to the left, or to the right, or moving up or down with a camera crane.
By default, in Blender the shortcut to pan around is to press the Shift button and the Middle Mouse Button (MMB), and drag the mouse.
The orbit action means that you will rotate around the point that you are focusing on. For instance, imagine that you are filming a romantic scene of two actors and that you rotate around them in a circular manner. In this case, the couple will be the main focus. In a 3D scene, your main focus would be a 3D character, a light, or any other 3D object.
To orbit around in the Blender viewport, the default shortcut is to press the MMB and then drag the mouse.
The last action that we mentioned is zoom. The zoom action is straightforward. It is the action of moving our point of view closer to an element or further away from an element.
In Blender, you can zoom in by scrolling your mouse wheel up and zoom out by scrolling your mouse wheel down.
To gain time and precision, Blender proposes some predefined points of view. For instance, you can quickly go in a top view by pressing the numpad 7, you can also go in a front view by pressing the numpad 1, you can go in a side view by pressing the numpad 3, and last but not least, the numpad 0 allows you to go in Camera view, which represents the final render point of the view of your scene.
You can also press the numpad 5 in order to activate or deactivate the orthographic mode. The orthographic mode removes perspective. It is very useful if you want to be precise. It feels as if you were manipulating a blueprint of the 3D scene.
The difference between Perspective (left) and Orthographic (right)
If you are lost, you can always look at the top left corner of the viewport in order to see in which view you are, and whether the orthographic mode is on or off.
Try to learn by heart all these shortcuts; you will use them a lot. With repetition, this will become a habit.
What are editors?
In Blender, the interface is divided into subpanels that we call editors; even the menu bar where you save your file is an editor. Each editor gives you access to tools categorized by their functionality. You have already used an editor, the 3D view. Now it's time to learn more about the editor's anatomy.
In this picture, you can see how Blender is divided into editors
The anatomy of an editor
There are 17 different editors in Blender and they all have the same base. An editor is composed of a Header, which is a menu that groups different options related to the editor. The first button of the header is to switch between other editors. For instance, you can replace the 3D view by the UV Image Editor by clicking on it. You can easily change its place by right-clicking on it in an empty space and by choosing the Flip to Top/Bottom option. The header can be hidden by selecting its top edge and by pulling it down. If you want to bring it back, press the little plus sign at the far right.
The header of the 3D viewport. The first button is for switching between editors, and also, we can choose between different options in the menu
In some editors, you can get access to hidden panels that give you other options. For instance, in the 3D view you can press the T key or the N key to toggle them on or off. As in the header, if a sub panel of an editor is hidden, you can click on the little plus sign to display it again.
Split, Join, and Detach
Blender offers you the possibility of creating editors where you want. To do this, you need to right-click on the border of an editor and select Split Area in order to choose where to separate them.
Right-click on the border of an editor to split it into two editors
The current editor will then be split in two editors. Now you can switch to any other editor that you desire by clicking on the first button of the header bar. If you want to merge two editors into one, you can right-click on the border that separates them and select the Join Area button. You will then have to click on the editor that you want to erase by pointing the arrow on it.
Use the Join Area option to join two editors together
You then have to choose which editor you want to remove by pointing and clicking on it.
We are going to see another method of splitting editors that is nice. You can drag the top right corner of an editor and another editor will magically appear! If you want to join back two editors together, you will have to drag the top right corner in the direction of the editor that you want to remove. The last manipulation can be tricky at first, but with a little bit of practice, you will also be able to do it with closed eyes!
The top right corner of an editor
If you have multiple monitors, it could be a great idea to detach some editors in a separated window. With this, you could gain space and won't be overwhelmed by a condensed interface. In order to do this, you will need to press the Shift key and drag the top right corner of the editor with the Left Mouse Button (LMB).
Some useful layout presets
Blender offers you many predefined layouts that depend on the context of your creation. For instance, you can select the Animation preset in order to have all the major animation tools, or you can use the UV Editing preset in order to prepare your texturing. To switch between the presets, go to the top of the interface (in the Info editor, near the Help menu) and click on the drop-down menu. If you want, you can add new presets by clicking on the plus sign or delete presets by clicking on the X button. If you want to rename a preset, simply enter a new name in the corresponding text field. The following screenshot shows the Layout presets drop-down menu:
The layout presets drop-down menu
Setting up your preferences
When we start learning new software, it's good to know how to set up your preferences. Blender has a large number of options, but we will show you just the basic ones in order to change the default navigation style or to add new tools that we call add-ons in Blender.
An introduction to the Preferences window
The preferences window can be opened by navigating to the File menu and selecting the User Preferences option. If you want, you can use the Ctrl + Alt + U shortcut or the Cmd key and comma key on a Mac system.
There are seven tabs in this window as shown here:
The different tabs that compose the Preferences window
A nice thing that Blender offers is the ability to change its default theme. For this, you can go to the Themes tab and choose between different presets or even change the aspect of each interface elements.
Another useful setting to change is the number of undo that is 32 steps, by default. To change this number, go to the Editing tab and under the Undo label, slide the Steps to the desired value.
Customizing the default navigation style
We will now show you how to use a different style of navigation in the viewport. In many other 3D programs, such as Autodesk Maya®, you can use the Alt key in order to navigate in the 3D view. In order to activate this in Blender, navigate to the Input tab, and under the Mouse section, check the Emulate 3 Button Mouse option. Now if you want to use this navigation style in the viewport, you can press Alt and LMB to orbit around, Ctrl + Alt and the LMB to zoom, and Alt + Shift and the LMB to pan. Remember these shortcuts as they will be very useful when we enter the sculpting mode while using a pen tablet. The Emulate 3 Button Mouse checkbox is shown as follows:
The Emulate 3 Button Mouse will be very useful when sculpting using a pen tablet
Another useful setting is the Emulate Numpad. It allows you to use the numeric keys that are above the QWERTY keys in addition to the numpad keys. This is very useful for changing the views if you have a laptop without a numpad, or if you want to improve your workflow speed.
The Emulate Numpad allows you to use the numeric keys above the QWERTY keys in order to switch views or toggle the perspective on or off
Improving Blender with add-ons
If you want even more tools, you can install what is called as add-ons on your copy of Blender. Add-ons, also called Plugins or Scripts, are Python files with the .py extension. By default, Blender comes with many disabled add-ons ordered by category. We will now activate two very useful add-ons that will improve our speed while modeling. First, go to the Add-ons tab, and click on the Mesh button in the category list at the left. Here, you will see all the default mesh add-ons available. Click on the check-boxes at the left of the Mesh: F2 and Mesh: LoopTools subpanels in order to activate these add-ons. If you know the name of the add-on you want to activate, you can try to find it by typing its name in the search bar. There are many websites where you can download free add-ons, starting from the official Blender website. If you want to install a script, you can click on the Install from File button and you will be asked to select the corresponding Python file.
The official Blender Add-ons Catalog
You can find it at http://wiki.blender.org/index.php/Extensions:2.6/Py/Scripts.
The following screenshot shows the steps for activating the add-ons:
Steps for Add-ons activation
Where are the add-ons on the hard-disk?
All the scripts are placed in the add-ons folder that is located wherever you have installed Blender on your hard disk. This folder will usually be at Your Installation Path\Blender Foundation\Blender\2.VersionNumber\scripts\addons.
If you find it easier, you can drop the Python files here instead of at the standard installation.
Don't forget to click on the Save User Settings button in order to save all your changes!
In this article, you have learned the steps behind 3D creations. You know what a mesh is and what it is composed of. Then you have been introduced to navigation in Blender by manipulating the 3D viewport and going through the user preference menu. In the later sections, you configured some preferences and extended Blender by activating some add-ons.
Resources for Article:
Further resources on this subject:
- Editing the UV islands[article]
- Working with Blender[article]
- Designing Objects for 3D Printing [article]