CHAPTER 2

Image Processing Fundamentals

Master essential techniques for manipulating and analyzing digital images

Understanding Digital Images

Before we can process images, we need to understand how they're represented in computers. A digital image is a 2D or 3D array of numerical values representing pixel intensities.

Image Coordinate System

Images use a coordinate system where:

# Image array representation
import numpy as np
import cv2

# Create a simple 5x5 grayscale image
image = np.array([
    [0,   50,  100, 150, 200],
    [50,  100, 150, 200, 255],
    [100, 150, 200, 250, 255],
    [150, 200, 250, 255, 255],
    [200, 250, 255, 255, 255]
], dtype=np.uint8)

print(f"Image shape: {image.shape}")  # (5, 5)
print(f"Pixel at (2,2): {image[2,2]}")  # 200

Color Spaces

Different color representations serve different purposes:

Color Space Channels Use Cases
RGB Red, Green, Blue Display, web, general purpose
BGR Blue, Green, Red OpenCV default format
HSV Hue, Saturation, Value Color-based segmentation, tracking
LAB Lightness, A, B Perceptual uniformity, color correction
Grayscale Single intensity Edge detection, feature extraction
YCbCr Luma, Chroma blue, Chroma red Video compression, JPEG
# Converting between color spaces
import cv2

# Read image (BGR by default in OpenCV)
image_bgr = cv2.imread('image.jpg')

# Convert to different color spaces
image_rgb = cv2.cvtColor(image_bgr, cv2.COLOR_BGR2RGB)
image_hsv = cv2.cvtColor(image_bgr, cv2.COLOR_BGR2HSV)
image_lab = cv2.cvtColor(image_bgr, cv2.COLOR_BGR2LAB)
image_gray = cv2.cvtColor(image_bgr, cv2.COLOR_BGR2GRAY)

# HSV is great for color-based masking
lower_red = np.array([0, 120, 70])
upper_red = np.array([10, 255, 255])
mask = cv2.inRange(image_hsv, lower_red, upper_red)

Basic Image Operations

Image Reading and Writing

# Using OpenCV
import cv2

# Read image
img = cv2.imread('input.jpg')  # Returns BGR
img_unchanged = cv2.imread('input.png', cv2.IMREAD_UNCHANGED)  # Includes alpha
img_gray = cv2.imread('input.jpg', cv2.IMREAD_GRAYSCALE)

# Write image
cv2.imwrite('output.jpg', img)
cv2.imwrite('output.png', img, [cv2.IMWRITE_PNG_COMPRESSION, 9])

# Using PIL/Pillow
from PIL import Image

img = Image.open('input.jpg')  # Returns RGB
img.save('output.jpg', quality=95)

Image Resizing

Resizing is crucial for normalizing input to neural networks and managing computational resources.

# Various resizing methods
import cv2

image = cv2.imread('image.jpg')
height, width = image.shape[:2]

# Method 1: Specify exact dimensions
resized = cv2.resize(image, (640, 480))  # (width, height)

# Method 2: Scale by factor
scaled = cv2.resize(image, None, fx=0.5, fy=0.5)

# Method 3: Interpolation methods
nearest = cv2.resize(image, (640, 480), interpolation=cv2.INTER_NEAREST)
linear = cv2.resize(image, (640, 480), interpolation=cv2.INTER_LINEAR)
cubic = cv2.resize(image, (640, 480), interpolation=cv2.INTER_CUBIC)
lanczos = cv2.resize(image, (640, 480), interpolation=cv2.INTER_LANCZOS4)

# Maintain aspect ratio
def resize_with_aspect_ratio(image, width=None, height=None):
    h, w = image.shape[:2]
    if width is None and height is None:
        return image
    if width is None:
        ratio = height / h
        new_width = int(w * ratio)
        return cv2.resize(image, (new_width, height))
    else:
        ratio = width / w
        new_height = int(h * ratio)
        return cv2.resize(image, (width, new_height))

Image Cropping and Padding

# Cropping
x, y, w, h = 100, 50, 300, 200
cropped = image[y:y+h, x:x+w]

# Padding
import cv2

# Add border around image
padded = cv2.copyMakeBorder(
    image,
    top=10, bottom=10, left=10, right=10,
    borderType=cv2.BORDER_CONSTANT,
    value=[0, 0, 0]  # Black border
)

# Border types
# BORDER_CONSTANT: Solid color border
# BORDER_REPLICATE: Edge pixels replicated
# BORDER_REFLECT: Border reflects image
# BORDER_WRAP: Image wraps around

Image Filtering

Convolution Operations

Convolution is the fundamental operation in image processing. A kernel (small matrix) slides across the image, computing weighted sums.

Convolution Formula

Output(x, y) = Σ Σ Image(x+i, y+j) × Kernel(i, j)

The kernel is centered at each pixel position, and the weighted sum becomes the new pixel value.

# Custom convolution
import cv2
import numpy as np

# Define a custom kernel (3x3 sharpening)
kernel = np.array([
    [ 0, -1,  0],
    [-1,  5, -1],
    [ 0, -1,  0]
])

# Apply convolution
sharpened = cv2.filter2D(image, -1, kernel)

# Common kernels
identity = np.array([[0, 0, 0], [0, 1, 0], [0, 0, 0]])
edge_detect = np.array([[-1, -1, -1], [-1, 8, -1], [-1, -1, -1]])
emboss = np.array([[-2, -1, 0], [-1, 1, 1], [0, 1, 2]])

Blurring and Smoothing

Blur filters reduce noise and detail by averaging neighboring pixels.

# Averaging (Box) Blur
blur_avg = cv2.blur(image, (5, 5))

# Gaussian Blur - weights based on Gaussian distribution
blur_gaussian = cv2.GaussianBlur(image, (5, 5), sigmaX=0)

# Median Blur - good for salt-and-pepper noise
blur_median = cv2.medianBlur(image, 5)

# Bilateral Filter - preserves edges while smoothing
blur_bilateral = cv2.bilateralFilter(image, d=9, sigmaColor=75, sigmaSpace=75)

# Comparison
import matplotlib.pyplot as plt
fig, axes = plt.subplots(2, 2, figsize=(12, 12))
axes[0,0].imshow(blur_avg); axes[0,0].set_title('Average Blur')
axes[0,1].imshow(blur_gaussian); axes[0,1].set_title('Gaussian Blur')
axes[1,0].imshow(blur_median); axes[1,0].set_title('Median Blur')
axes[1,1].imshow(blur_bilateral); axes[1,1].set_title('Bilateral Filter')
plt.show()

Sharpening

Sharpening enhances edges and fine details.

# Method 1: Unsharp masking
gaussian = cv2.GaussianBlur(image, (9, 9), 10.0)
sharpened = cv2.addWeighted(image, 1.5, gaussian, -0.5, 0)

# Method 2: Laplacian sharpening
laplacian = cv2.Laplacian(image, cv2.CV_64F)
sharpened = cv2.convertScaleAbs(image - laplacian)

Edge Detection

Edge detection identifies boundaries where pixel intensity changes rapidly.

Sobel Operator

Detects edges using gradient calculations in X and Y directions.

# Sobel edge detection
import cv2
import numpy as np

gray = cv2.cvtColor(image, cv2.COLOR_BGR2GRAY)

# Calculate gradients
sobelx = cv2.Sobel(gray, cv2.CV_64F, 1, 0, ksize=3)  # X direction
sobely = cv2.Sobel(gray, cv2.CV_64F, 0, 1, ksize=3)  # Y direction

# Combine gradients
sobel_combined = np.sqrt(sobelx**2 + sobely**2)
sobel_combined = np.uint8(sobel_combined)

# Alternative: Scharr operator (more accurate)
scharrx = cv2.Scharr(gray, cv2.CV_64F, 1, 0)
scharry = cv2.Scharr(gray, cv2.CV_64F, 0, 1)

Canny Edge Detection

Multi-stage algorithm producing clean, connected edges.

# Canny edge detection
edges = cv2.Canny(gray, threshold1=100, threshold2=200)

# Steps performed by Canny:
# 1. Gaussian blur to reduce noise
# 2. Sobel operator to find gradients
# 3. Non-maximum suppression to thin edges
# 4. Double threshold to identify strong/weak edges
# 5. Edge tracking by hysteresis

# Adaptive thresholds
def auto_canny(image, sigma=0.33):
    v = np.median(image)
    lower = int(max(0, (1.0 - sigma) * v))
    upper = int(min(255, (1.0 + sigma) * v))
    return cv2.Canny(image, lower, upper)

Laplacian Edge Detection

# Laplacian (second derivative)
laplacian = cv2.Laplacian(gray, cv2.CV_64F)
laplacian = np.uint8(np.absolute(laplacian))

Morphological Operations

Morphological operations process images based on shapes, using structuring elements.

Basic Operations

import cv2
import numpy as np

# Create structuring element
kernel = cv2.getStructuringElement(cv2.MORPH_RECT, (5, 5))
kernel_ellipse = cv2.getStructuringElement(cv2.MORPH_ELLIPSE, (5, 5))
kernel_cross = cv2.getStructuringElement(cv2.MORPH_CROSS, (5, 5))

# Erosion - shrinks white regions
eroded = cv2.erode(binary_image, kernel, iterations=1)

# Dilation - expands white regions
dilated = cv2.dilate(binary_image, kernel, iterations=1)

# Opening - erosion followed by dilation (removes noise)
opening = cv2.morphologyEx(binary_image, cv2.MORPH_OPEN, kernel)

# Closing - dilation followed by erosion (fills holes)
closing = cv2.morphologyEx(binary_image, cv2.MORPH_CLOSE, kernel)

# Gradient - difference between dilation and erosion (outline)
gradient = cv2.morphologyEx(binary_image, cv2.MORPH_GRADIENT, kernel)

# Top Hat - difference between input and opening
tophat = cv2.morphologyEx(image, cv2.MORPH_TOPHAT, kernel)

# Black Hat - difference between closing and input
blackhat = cv2.morphologyEx(image, cv2.MORPH_BLACKHAT, kernel)

Image Transformations

Geometric Transformations

# Translation
M = np.float32([[1, 0, 100], [0, 1, 50]])  # Shift (100, 50)
translated = cv2.warpAffine(image, M, (width, height))

# Rotation
center = (width // 2, height // 2)
M = cv2.getRotationMatrix2D(center, angle=45, scale=1.0)
rotated = cv2.warpAffine(image, M, (width, height))

# Scaling
scaled = cv2.resize(image, None, fx=2.0, fy=2.0)

# Affine transformation (preserves parallelism)
pts1 = np.float32([[50, 50], [200, 50], [50, 200]])
pts2 = np.float32([[10, 100], [200, 50], [100, 250]])
M = cv2.getAffineTransform(pts1, pts2)
affine = cv2.warpAffine(image, M, (width, height))

# Perspective transformation
pts1 = np.float32([[56, 65], [368, 52], [28, 387], [389, 390]])
pts2 = np.float32([[0, 0], [300, 0], [0, 300], [300, 300]])
M = cv2.getPerspectiveTransform(pts1, pts2)
perspective = cv2.warpPerspective(image, M, (300, 300))

Intensity Transformations

# Brightness adjustment
bright = cv2.convertScaleAbs(image, alpha=1.0, beta=50)  # beta is brightness

# Contrast adjustment
contrast = cv2.convertScaleAbs(image, alpha=1.5, beta=0)  # alpha is contrast

# Gamma correction
def adjust_gamma(image, gamma=1.0):
    inv_gamma = 1.0 / gamma
    table = np.array([((i / 255.0) ** inv_gamma) * 255
                      for i in np.arange(0, 256)]).astype("uint8")
    return cv2.LUT(image, table)

# Histogram equalization
gray = cv2.cvtColor(image, cv2.COLOR_BGR2GRAY)
equalized = cv2.equalizeHist(gray)

# CLAHE (Contrast Limited Adaptive Histogram Equalization)
clahe = cv2.createCLAHE(clipLimit=2.0, tileGridSize=(8, 8))
clahe_img = clahe.apply(gray)

Image Thresholding

Convert grayscale images to binary by separating foreground from background.

# Simple thresholding
ret, binary = cv2.threshold(gray, 127, 255, cv2.THRESH_BINARY)
ret, binary_inv = cv2.threshold(gray, 127, 255, cv2.THRESH_BINARY_INV)

# Otsu's method - automatic threshold calculation
ret, otsu = cv2.threshold(gray, 0, 255, cv2.THRESH_BINARY + cv2.THRESH_OTSU)

# Adaptive thresholding - local threshold
adaptive_mean = cv2.adaptiveThreshold(
    gray, 255, cv2.ADAPTIVE_THRESH_MEAN_C,
    cv2.THRESH_BINARY, blockSize=11, C=2
)

adaptive_gaussian = cv2.adaptiveThreshold(
    gray, 255, cv2.ADAPTIVE_THRESH_GAUSSIAN_C,
    cv2.THRESH_BINARY, blockSize=11, C=2
)

Fourier Transform

Analyze images in the frequency domain for advanced filtering.

import numpy as np
import cv2

# Compute DFT
dft = cv2.dft(np.float32(gray), flags=cv2.DFT_COMPLEX_OUTPUT)
dft_shift = np.fft.fftshift(dft)

# Magnitude spectrum
magnitude = 20 * np.log(cv2.magnitude(dft_shift[:,:,0], dft_shift[:,:,1]))

# Create high-pass filter mask
rows, cols = gray.shape
crow, ccol = rows // 2, cols // 2
mask = np.ones((rows, cols, 2), np.uint8)
r = 30
center = [crow, ccol]
x, y = np.ogrid[:rows, :cols]
mask_area = (x - center[0])**2 + (y - center[1])**2 <= r*r
mask[mask_area] = 0

# Apply mask
fshift = dft_shift * mask

# Inverse DFT
f_ishift = np.fft.ifftshift(fshift)
img_back = cv2.idft(f_ishift)
img_back = cv2.magnitude(img_back[:,:,0], img_back[:,:,1])

Chapter Summary

  • Digital images are represented as arrays of pixel values in various color spaces (RGB, HSV, LAB, etc.)
  • Basic operations include reading, writing, resizing, cropping, and padding images
  • Convolution is the foundation of image filtering, using kernels to transform pixel neighborhoods
  • Blurring techniques (Gaussian, median, bilateral) reduce noise with different characteristics
  • Edge detection algorithms (Sobel, Canny, Laplacian) identify boundaries in images
  • Morphological operations manipulate shapes using erosion, dilation, opening, and closing
  • Geometric transformations enable rotation, scaling, and perspective correction
  • Intensity transformations adjust brightness, contrast, and equalize histograms
  • Thresholding converts grayscale to binary using global or adaptive methods
  • Fourier transforms enable frequency-domain analysis and filtering

Review Questions

  1. What are the advantages of using HSV color space over RGB for color-based segmentation?
  2. Explain the difference between average blur and Gaussian blur.
  3. How does the Canny edge detector differ from the Sobel operator?
  4. When would you use morphological opening vs. closing operations?
  5. What is the purpose of histogram equalization, and when might CLAHE be preferred?
  6. Describe the difference between affine and perspective transformations.
  7. Why is Otsu's method useful for automatic thresholding?
  8. What are the practical applications of bilateral filtering?
  9. How does convolution with different kernels produce different effects?
  10. When would you use Fourier transform in image processing?