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    2006 Grant winner Jahangir
    Wins 3 awards for BAM 6.6

    ORGANIZING YOUR DOCUMENTARY’S STRUCTURE
    By Tony Estrada, Line Producer

    A current joke among documentary filmmakers poking fun at ourselves is:
            What's the difference between a large pizza and a documentary filmmaker?
            A large pizza can feed a family of four.

    Even more so than feature filmmakers, documentarians face a steeper uphill battle in not just financing their projects, but also in getting distribution for their doc. And unlike a feature film, you cannot always rely on A-list actors to hold the interest of your audience. The reality is: if you’re like the other hundreds of documentary makers throughout the world producing a documentary, you primarily rely on the strength of your story, the approach to your subject matter, the form and structure, even the style in which it is shot, to get your message out to your audience. So my suggestions for the sequence of procedures you take in creating your wonderful documentary is:

    1. Start with a Great Idea
    2. Write a Terrific Treatment and Proposal
    3. Develop a Production Budget
    4. Obtain a Contract (Get the Financing)
    5. Follow Through and Finish your Documentary and most importantly,
    6. Get Your Documentary Seen and Picked Up for Distribution
    I’ll address each of these categories briefly, yet concentrating on what I’m usually hired to do, as a Line Producer, dealing with the aspects of preproduction through post.

    1. START WITH A GREAT IDEA

    According to The Center for New Documentary, Graduate School of Journalism, at UC Berkley, since the early 1990s, “most available documentary money, especially in pubic television, was going to a shrinking and increasingly risk-free pool of veteran producers making increasingly risk-free documentaries. These were more often than not earnest, predictable, and sometimes brilliant programs about dead people. For reasons involving public policy, the commercialization of public television, corporate consolidation in commercial television, partisan congressional politics, and the rising costs of production, new voices and new forms could emerge only with great difficulty. Even well established documentary makers could seldom explore new ground.”

    Barry Hampe in his definitive practical guide, Making Documentary Films and Reality Videos, adds:

    In spite of the voracious appetite of cable TV and the willingness of PBS to fund bad documentaries, it is very hard to get funding for, or to license the distribution of, a documentary on a subject that has already been covered. AT least not until a lot of years has passed since the first film was made. AIDS awareness, problems of the homeless, environmental pollution, and my other subjects are certainly worthwhile, and a righteous way for a documentarian to spend his or her time, except… they’ve already been done! And done to death!

    If your documentary is about a hot topic that is getting a lot of coverage in the newspapers and popular magazines, you’re too late. You can be sure there are documentaries – or proposals for documentaries – on that topic already in the works. And if the topic is so hot that you saw something about it on TV, forget it; it’s already old and done.

    On the other hand, if you have a truly original slant on an old topic, then it becomes new again, and you may be able to get both funding and distribution.

    The point is that for conventional support, your idea has to be conventional enough to be understood but different enough that it hasn’t been done before.

    Above all else, before you start, ask yourself, “Why do I really want to make this film?” What is your concept? Since you’re the creative force driving this project, you’ll need to decide how to best present your story, and research your topic well, to tell that story.

    Documentary Styles

    The documentary has developed several styles over the years. Choose the one that is right for your story. All of these styles are in use today and in countless variations.

    Peter Thompson, instructor for the course on “Editing the Documentary” at the Film/Video Department, at Columbia College in Chicago, teaches in his class about these distinct documentary styles: the Direct Address Documentary Voice; the Direct Address to Viewer Documentary Voice; the Cinema Verité Documentary Voice; and the Self-Reflexive Documentary Voice/Cinematic Essay.

    The Expository Style (Direct Address Documentary Voice): The expository (or Griersonian) style addresses the audience directly, usually through a narrator. The narrator is separated from the subject of the documentary and is making verbal commentary on it. This style tends to rely on the narration to tell the story rather than continuous visual images. Expository films usually seek to inform or instruct, are very pointed and leave little room for interpretation. Interviews, voice-over, and archival images are often combined as in Ken Burns' popular Civil War (1990).

    The Impressionistic Style: The impressionistic style is more artistic than real. It seeks to create the art and impression to convey a story, rather than using a hard-hitting, objective lens. A film made in this style may take on the production qualities of a fictional film (reenactments) utilizing actors, stages, and art direction.

    The Observational Direct Style (Direct Address to Viewer Documentary Voice): This style tries to mirror the world, rather than create a specific argument. Often this style of film is a series of vignettes. The direct observational style is noninterventionist and focuses on the immediate time.

    The Observational Verité Style (Cinema Verité Documentary Voice): Observational Verité recognizes it’s very difficult to achieve the goal of nonintervention in the direct observational style, because once the subject is aware of the camera, the subject will modify his or her behavior. Thus verité uses the camera to invoke an interaction or response with the subject.

    The Reflexive Style (Self-Reflexive Documentary Voice/Cinematic Essay): The reflexive style also recognized the difficulties of the observational direct style, and overcomes this by involving the filmmakers in the film itself. For example, a film that shows the documentarians filming the film utilizes a reflexive style.

    After you’ve formulated your documentary concept, you’re ready to write your treatment.

    2. WRITE A TERRIFIC TREATMENT AND PROPOSAL

    A treatment or outline is a thematic description of your film. Once you’ve completed your research phase – generally convey on paper, what you’re going to show and how you’re going to show it. It helps you visualize each segment and ultimately each shot in the film. By forcing you to conceive each stage of filming, you’ll have a clearer idea of what you need and how you can accomplish your vision.

    Once you start shooting, reality will force itself into your vision. Subjects will be different than you expected and say things you didn't expect. Events will take their own course forcing you to improvise and adapt. The treatment can help maintain the continuity of the film through these adaptations. After each shoot it is advisable to revise the treatment to fit the realties of the shoot. This way you will be able to progress in a planned and controlled manner.

    A proposal, expanded from your treatment, is also a valuable communication tool. It includes your treatment (what your story is about); describes your audience (who your story is for); outlines your budget (how much your story’s gonna cost); and a filmmaker’s statement and bio (why you’re doing this story). Funding sources will want to know about your project and be able to evaluate it against competing applications. The proposal will help them understand your vision, and give them confidence that you know how and what you want to show. Eva Hornbaker’s article on writing a proposal offers superb guidelines for documentary filmmakers.

    3. DEVELOP A PRODUCTION BUDGET

    The budget details the cost of the documentary and is usually developed along with the treatment. Sometimes the budget will have a strong influence on the treatment, for instance where there is a specific amount of money available to produce the documentary. Then, unfortunately, you have to tailor the treatment to the budget. A question arises at this point, whether you budget according to script, or do you script according to budget? There is no absolute right answer, as the conditions under which you make each film are different. What is vitally important is your budget must be as complete and accurate as possible. Because if you make a mistake in budgeting, committing yourself to making a documentary, for what turns out to be an unrealistic sum, you’re likely to finish up bankrupt. (If you‘re unfamiliar with all the line item costs of your production, this is when it’s useful to bring onboard a Line Producer.)

    For example, there is no truth to the notion that a film or video should cost so many dollars per minute. The cost of a documentary depends entirely on what’s to be shot, how many days to shoot it, how large a crew is required, the equipment that will be used and all the other things that may go into a production, such as the cost of actors, props, makeup, special effects, and special items such as original music. Only the cost of film printing is related to the running length of the finished print.

    A carefully thought out budget is a necessary tool to help you keep on financial track and finish your film. Here is a general overview of some of the line items to be included in your documentary budget.

    Production Personnel
    Production personnel includes salaries for filmmakers, researchers, consultants, and assistants.

    Rights and Permissions
    Any distributed films must obtain rights and permissions for all copyrighted material that appears in the film. Copyrighted material includes music, footage, photographs, news clippings, etc. Include not only the fees for permission, but also search and reproduction fees. Additionally, many cities and foreign countries require you to get municipal permits to shoot, and some private establishments charge location fees.

    Participants (Talent)
    The cost of narrators and actors, if you are doing reenactments.

    Production Expenses

    • Travel, Lodging & Food: Include the cost of air fares, local transportation including trains, cars, and taxis, and lodging and expenses. Food can include an estimated three meals a day for each crew member plus snacks, or a per diem amount.
    • Equipment: Include the cost of owned, purchased, or rented equipment. If you are using your own film, write in a typical rental fee so that you are compensated for the depreciation of your equipment. Check out long term rental discount fees. Most rental houses will require that you insure the equipment and/or leave a large security deposit.
    • Crew: Include the cost of production personnel: camera operators, sound recorders, lighting, grip, construction people, and assistants. If you are working with a union, you will have to negotiate the fee, otherwise, most workers will charge a daily rate. Be sure to enter into a written employment contract that spells out the terms of employment (have your legal resource draft an appropriate document). If you are using independent contractors, make sure they have their own insurance.
    • Stock and Ratio: Film stock is usually counted in the ration of hours of stock footage vs. final cut. The most common meter is a 10:1 ratio, but it depends on you shooting style. Carefully scripted films may only require 5:1, and looser concept films may require 50:1. Plan accordingly. Also, manufacturers may have discounts on dated film — film that is close to its recommended expiration date. Shoot samples and test film quality before you start production.
    Post Production
    • Editing Process: Determine the most cost effective method of editing for your film. Include both the rough cut (off-line) editing and the final cut (on-line) editing.
    • Editor: Include the cost of the editor.
    • Formats: Include any fees associated with transferring formats, say from film to video, or from PAL to NTSC.
    • Translations: If your film has foreign languages, you may need to translate the film for dub-over or subtitles.
    • Production and Post Production Administration: List here administrative and office expenses, and miscellaneous expenses.
    Distribution
    If you have a distributor, then cost here may be minimal. If however you are self-distributing, there is a long list of cost. These should include any fees associated with film festivals, advertisements, travel, copying, warehousing, delivery, etc.

    Insurance

    • Equipment: This is insurance that covers any equipment damage, loss or theft. Make sure the policy includes replacement cost, not just the depreciated value. Beware, also, that policies often will not cover damage, loss or theft occurring in the event of war, civil unrest, or government seizure.
    • General Liability: The insurance covers any claims for bodily injury or property damage cause by your production. Both private and public property owners may require proof of GM insurance before they will allow you to shoot their property.
    • Third-Party Property Damage: This insurance covers damage to property in your care, control or custody, for example, furniture at a shooting location.
    • Faulty Camera, Stock, Processing: This insurance will cover the reimbursement cost of re-shooting due to loss or damage to film or tape that you've already shot.
    • Worker's Compensation: This insurance covers medical cost and disability payments for uninsured employees injured while working for you.
    • Errors and Omissions (E&O): This type of insurance indemnifies broadcasters and distributors from lawsuits over a film’s content. Many distributors and broadcasters will require you to have this insurance before they will broadcast.
    • Extra Expense Coverage: This insurance will cover any expenses you incur from delays in shooting caused by damage or destruction to property.
    • Weather: This is insurance to cover the cost of delays in shooting caused by weather.
    Legal
    Lawyers are necessary to help you draft contracts, release forms, location permits, material permissions, copyrights, etc. Look for a lawyer with entertainment law experience. Some organizations will provide free legal service.

    Once you have an accurate detailed budget of how much your production is going to cost, you’re ready to submit your proposal to funding organizations, to receive that all-important grant contract.

    4. OBTAIN A CONTRACT (GET THE FINANCING)

    The other chapters in this book deal expertly with funding your documentary film. Read them again to familiarize yourself with its principles.

    The keys to fundraising are persistence and creativity. It can take a long time to find the right funding opportunity, so don't get discouraged. Fundraising can also be as creative as you make it. People and organizations can donate time and supplies as well as money. Don't limit yourself to only pursuing money grants. Funding can be available from many sources, including governments, non-governmental organizations (NGOs), corporations and other businesses, foundations, private donors, television stations, distributors, and self-funding.

    The production contract is the agreement between you and those who are giving you the money to make your documentary, and formalizes the terms under which the film is to be made.

    5. FOLLOW THROUGH AND FINISH YOUR DOCUMENTARY

    PREPRODUCTION

    During this phase – with the help of your Line Producer, if you choose to bring one onboard your project – you will be preparing for your documentary by:

    1. Reviewing people and location(s)
    2. Selecting the rest of your crew
    3. Selecting equipment
    4. Drawing up the shooting schedule
    5. Obtaining permissions
    6. If shooting abroad, dealing with problems of foreign locations

    At the very least, if you cannot devise a plan which guarantees completion of at least some reasonable version of the film, then don't start production.

    PRODUCTION: DEALING WITH THE TECHNICAL AND LOGISTICS ASPECTS

    Here are some tips to remember during production of your documentary.

    Production Notebook: Keep a production notebook! It’s a one source location for all of your essential information. It should include the Treatment, Contacts, Subjects, Locations, Emergency contacts, Equipment replacement sources, Release forms, Budget, Shot list, Interview questions, tape logs, an equipment check list, and permits & permissions.

    Equipment Checklist: Keep an equipment check list. Go over the checklist before leaving to a shoot, then go over it again before leaving the shoot.

    Bring Extras: Bring extras to a shoot, including batteries, tape, film, light meter, ASC manual, snack food, etc.

    Location Scouting: Scout your location before you shoot. Make sure the following issues are acceptable.

    • Access: Can you legally enter and shoot there? Are there any hazards, including unexpected people? Will there be enough room for crew and equipment?
    • Aesthetics: How are you going frame the shot?
    • Lighting: How will you control the lighting? How will the sun affect the shot? What equipment will you need for the lighting?
    • Power: Will you need power, how much and how will you get it?
    • Sound: Where is the ambient sound coming from? Is it manageable?
    • Other Logistics: Transportation, food, toilets, telephones, safety hazards?
    Protecting Equipment and Stock: Variations in relative humidity and temperature can have an adverse effect on film. Some filmmakers keep stock film in hermetically sealed boxes. At the least, keep film dry and dust free. Unexposed film stock is best stored between 50°F and 65°F. Video tape should be kept away from magnets, sun and smoke, and maintained at a temperature and humidity in which you feel comfortable.

    PRODUCTION: DEALING WITH THE CREATIVE AND AESTHETICS ASPECTS

    Visualization

    Shot Lists and Storyboards

    Visualizing your film will not only help you save time and money, it will also help you maintain continuity in your film’s structure. Whether your film is a loosely structured observational film or a tightly scripted reenactment, visualizing each shot, or as many shots as you can, will help you identify what equipment you need, how you want the shot framed, and how the shots will run together and tell the story. If you have a more observational film, then visualize as many themes as you can based on your research. In the case of carefully scripted documentaries, especially those requiring actors and art direction, visualization is almost a necessity.

    Some directors prefer to make shot lists with the details of the shot. Others like to storyboard a film: make a drawing of each shot. Storyboarding can be difficult for observational styles unless you know the subjects very well.

    The shot list or storyboard will be a significant aid in your ability to communicate to others your vision of the film or shot, and will help your crew better prepare for the shoot. Also, as reality intervenes into your vision, as it always does in unexpected ways, you can continually review your shot list or storyboard to make appropriate changes without losing the continuity of your film.

    Undirected Subjects

    In an observational style film, you may not want to direct your subjects, preferring instead to capture what really happens. You must accept the fact that your very presence is going to affect the behavior of your subjects. You may tell your subjects to act naturally; however, nothing is more difficult. Acting naturally is what scores of professional actors work their entire life to perfect. It will usually only make your subject even more self conscious of his or her behavior than before. It is best to just get to it. The closer the subject is to the topic you are discussing or filming, the quicker they will forget the camera. Also, a subject will feel less pressure and act less contrived if they do not know how important his/her shot is to the film. Some directors will introduce the camera to subjects for some time, without actually shooting, until they are comfortable with it.

    Directed Subjects

    If a film is a docudrama, staging is necessary. However, even in observational films, there may be times when you need a shot of the subject doing something they have already done, or that you can't capture naturally. In such cases, you may need to ask the subject to reenact the behavior. This can be difficult since the subject is not a professional actor. Try to set up a situation as close to the real situation as you can. Be willing to accept that the shot may come out contrived and unusable.

    Shooting

    Situational Awareness

    The most frustrating situation is to watch an amazing event and not have the camera ready to capture it. When shooting it is important to have a situational awareness, try to be sensitive to the environment you are shooting in so that you can get a sense of developing situations and be ready to capture it.

    Comprehensive Coverage

    The placement of the camera and the microphone are probably your most important and continuous decisions. How do you shoot in such a way that you give the viewer a broader contextual understanding of a situation without losing the detail of expression and interest? Long wide shots may convey the broader picture, but they also often lose the view because there’s too much distraction. Concentrating on close-ups allows you capture the communicative detail that will engage your viewers’ humanity. At the same time, find a way to convey the larger picture. Allow your subjects to show the broader field.

    As a rule, keep zooming to a minimum. Zooming can be distracting. We don't see that way. When a person focuses on something far then close, it is perceived as a jump of vision. It is usually better to go straight to close or far and cut the scene in the editing. Also, zooming with a handheld camera will more likely make the camera shake.

    Cinematic Convention

    It is a good idea to shoot long. This will give you greater flexibility in the editing room. As you shoot consider:

    • What shots might work well together?
    • Are your camera movements motivated by the content of the images?
    • Can a still shot show this better than a moving shot?
    Utilize some degree of establishment shots, shots that help the view establish the environment. Also employ master shots (a more focused establishment shot) combined with close-ups reactions and cut-away shots. Establishment shots and cut-away shots can often be shot after the action has taken place.

    Interviews

    Interviews are an important component in documentary films. They allow the film to communicate ideas. However, you must be careful not to create a film of talking heads and cutaways. The documentary film is foremost a visual medium and actions speak louder than words.

    Setting up the Interview

    A. Pre-Interviewing

    Pre-interviews have several advantages and disadvantages. In situations where there are a large number of subjects to select for a few interviews, pre-interviewing allows you to select those with the most interesting stories and the greatest presence on-camera. A pre-interview may also help you establish a rapport with a subject and help them get comfortable behind the camera. There are also disadvantages to pre-interviews. They may also make the subject feel jaded or sound over rehearsed. Nothing is worse than having a subject start a sentence with "As I told you before..." Also, if the topic of discussion is a very emotional issue for the subject, a pre-interview may squelch the impact of the story. The subject may be wary of revealing emotions that were stirred in the pre-interview, or those emotions may not be as powerful by the time the interview is conducted. In most cases, pre-interviews are best limited to determining if a subject is appropriate for an interview.

    B. Location Choice

    Studio interviews can be dry, it might be more interesting to film someone on location, but consider if you can sufficiently control the surroundings. Also, if you are interviewing outside, be aware the lighting angles and illumination will change quickly in the early morning and late evening, making visual controls difficult (you may end up with jumping shadows when you edit the interview).

    Conducting the Interview

    A. Preparing for the interview.

    Do your homework. Find out what you don't know – that is the basis for the interview. You won't ask dumb questions if you know why you are there. Ask the right questions. Be specific enough to point a direction to the speaker and be vague enough that he or she has to fill in the details. Try to stay away from leading questions that the interviewee can answer "yes" or "no" to. Instead ask questions like:

    • "Tell me what happened."
    • "How would you explain this situation to people?"
    • "What would you like people to know about this?"
    • "What do you see in the future?"
    • "How did this come about?"
    Don't show off your knowledge of the topic. Don't be afraid to say "I don't understand." You will only draw out even more information. Sometime you have to play devil's advocate or oppose the speaker in order to get a good explanation. Sometime you miss vital points and the speaker knows it. Give them a chance to speak openly. You may open a flood gate of information. At the end of the interview always ask these two questions:
    • "Is there anything I should have asked you that I just didn't know enough to ask?"
    • "Is there anything that you'd like to say that you haven't had a chance to?"
    B. Interview to Edit

    Be complete. Ask as many questions as you think are relevant. It’s difficult to come back the next day with follow-up questions and still maintain visual and audio continuity. If possible, instruct the subject to avoid wearing plaid or loud colors and patterns. They will be visually distracting to the viewer.

    C. Listen, Listen, Listen

    Don't rush the speaker. Be patient. Allowing long pauses will often draw the speaker out. Silence can be a powerful question. Interrupting a subject can have a squelching effect.

    D. Setup Time

    Give yourself ample time to set up before you require the subject's presence. This will prevent your subject from getting bored or frustrated while you work out technical problems.

    Shooting the Interview

    A. Eye Line

    The eye line of the camera can suggest social or class status. If the camera is looking down on the subject, the view may feel superior to the subject, and vise versa. If the camera is level to the eye line of the subject, the viewer will feel equal to the subject. Most interviews are shot at film level in an attempt to be neutral.

    Having the subject look directly into the camera can be intimidating for the viewer, and also may make the subject come across as a newscaster. Most interviewers have the subject talking to them at an off angle. If you have multiple subjects in the interview, you may want to film them at opposing off angles, to give the view visual cues as to who is talking to whom.

    B. Framing and Focal Length

    Subjects are usually positioned to one side or the other of center (using the aesthetic 1/3 rule: dividing the screen into one thirds for visual balance). If the subject is on the left side of the screen, then he should be facing the right. This front or nose space gives the viewer a feeling that there is someone in front of the subject receiving the information. The head should be framed near the top of the image. The head should not look like it is pushing out of the top of the frame, or sinking into the bottom of the frame. Also, be careful about zooming and framing. As you zoom in, the camera will have to be tilted to keep the same framing. Your interview will be more visually stimulating if you shoot "in-depth" with a fore-, middle-, and background with perspective angles (showing the table from the corner so as to be able to see all three of its dimensions).

    Avoid changing focal length while the subject is talking. If you must zoom or cut, do so while the question is being asked. Be aware, though that the slow zoom-in on the subject is almost a visual cliché now.

    Interview Sound

    In most situations, you will want to reduce ambient noise as much as possible – it can be very distracting for the viewer and also make the subject impossible to hear. If there is a significant background sound, record a complete cycle of it. You can introduce the sound somewhere else in the video to help the viewer get used to it during the interview. Also, keep mike distance and sound levels consistent throughout an interview.

    When conducting indoor interviews, turn off all distracting appliances including phones, computers, refrigerators, air conditioners, clocks, etc. Cover metallic and hard surfaces to avoid reflective sound.

    POSTPRODUCTION

    Edit Prep

    You must have everything in the system before you begin editing. This is a deal breaker. Before the editor(s) begin, it is critical to have enough footage in-house and digitized to finish the film, if necessary, without pickups. This allows the editor and director to approach the structure with a full deck, to "throw and axe at it" on the first cut, in full knowledge of what would be available in a worst-case scenario. Naturally, we set aside a small portion of the production budget for pickups, but do not let the structure depend on pickups.

    Time can be saved by screening all the rushes and digitizing at the same time, in the same pass.

    A single, dedicated assistant editor, thoroughly conversant with the editing system, is indispensable.

    If you anticipate using home movies, graphics, stills, headlines, or audio recordings, have them all in-house and digitized before editing begins. Delaying their arrival costs money in re-dos and false starts; no way around it.

    Before starting, have an "editorial standards" meeting with everyone who will lay a hand on the material – standardize video and audio digitizing, track assignment, and track management. The hidden costs of later redigitizing video or audio or shuffling audio from one track to another can be enormous.

    Transcripts are indispensable if the film includes interviews. Make simultaneous audiocassette recordings on location. Use a highly experienced transcription service, and if necessary be selective in what gets transcribed.

    Editing

    Many PC and Mac desktop and laptop systems are now available, and they all appear to work well. As with field audio recording, do all the standard due diligence common to documentary editorial practice, but you can also keep costs down in other ways.

    • "Slinky" editing. Non linear editing has now become so fast that writers, associate producers, and directors often find themselves unable to keep up with the editor. We usually find no time to ruminate, to digest ideas, screen cuts, write, or brainstorm, because the big editorial taxi meter is humming. Slinky editing may be the single best way to save money on any given project. For example, budget for 30 days of editing, appropriate for the story, which has been pre-organized to within an inch of its life. But rather than set an editor for work full time for 30 days over 6 weeks, bring the editor(s) on 2 or 3 days a week over 11 weeks. Obviously, this works only with editors splitting time between two jobs. The great efficiency comes from each week allowing the producer/director and assistant editor to consolidate ideas and material, to catch up and get ahead of the editor.
    • Agree on an organizational principle after screening the rushes. Clearly and unfortunately, this works against projects in which you must unearth a structure while editing is underway. If you are serious about making an inexpensive film, do not go down the rabbit hole of "finding the film" late in the editorial process.
    • Maintain orderly forward motion at all costs. Orderly scheduled progress toward lock picture is essential. Fine tune the filtering of everyone's ideas to make them flow to director, and then to editor in an orderly way. Clearly, this can stifle the exchange of ideas, but it is expensive for the editor to receive conflicting suggestions and instructions from more than one voice.
    • Hire an assistant editor with solid experience on the system you are using. Ideally, this should be a dedicated assistant, not burdened by other jobs.
    • Never change software versions during editing. Don't even think about it.
    • Do not conform mixed formats on FCP. Do not attempt to render a long 16 X 9 film on Final Cut Pro, since the chances of freezing or crashing are high. Do it in a high-end suite when you do your final color correction; there it is trivial.
    • Get a color-coded keyboard.
    In-progress screenings
    • Screenings will uncover surprises and add clarity. But do not talk the film to death when you should be making the film; get feedback and input and move forward.
    • Two or three well-placed screenings are invaluable for maintaining forward motion. Schedule one rough cut and one fine cut screening with a small group of outsiders. Use questionnaires, discuss the show, and move on. Schedule more frequent editor/director screenings.
    • Always watch the whole show.
    Archive material
    Archive material can be a window to the past. It could be surviving photographs of the Civil War, as were used in Ken Burns’ Civil War (1990), or stock footage of US pilots captured in Vietnam as in Return with Honor (1999). There are some issues. The viewer needs understand when you are cutting to stock footage. Often the film quality itself is enough of an indicator. Also, one must be careful about visual quotations – for example, one should not use 1930s footage to depict the 1920s.

    There appear few ways to inexpensively produce documentaries which rely on archive material other than home movies, photos and audio recordings which the producer owns. The obvious first problem is the obscene license fees charged by commercial archive houses, particularly music archives. But just as important may be the astonishing hidden administrative costs of research, provenance search, dubbing, releases, and the added headaches when it comes time to purchase E & O insurance. Use of any archive material is, at best, more cumbersome than using origination footage. Rights-free footage can, of course, be had from the National Archives and other government sources.

    A. Sources
    There are numerous sources for archive material: museums, public libraries, television networks and stations, movie studios, newspapers and magazines, personal photo albums, private collections, published books, and records. Film, video, and audio libraries can be found in the large cities throughout the US. The National Archives are a great place to start.

    B. Copyright
    All original work is subject to copyright restrictions. In the United States, copyrights last fifty years. You are obligated to get permission to use copyrighted martial. In the US you can use the Library of Congress Copyright Office as a starting point for your research. Also, it is important to get permission and release from anyone that appears in your film. Have an attorney draft a standard form for you.

    Music
    Low cost production weighs heavily against commissioning a composer, but there may be cases in which the score is inseparably bound to the film's concept. If you must score, back into it just as you back into the film as a whole. If music is critical, decide first, before production begins, what you can afford, then work with a composer to sort out what can be done. Like archive music, original music comes with hidden administrative costs. Does you composer have pre-existing work that can be acquired or adapted? Consider non-exclusive use of an original score, since neither you nor the composer has much to gain by taking the music completely out of circulation. If you do hire a composer, be sure to contract a package deal, under which the composer hires and pays the players and studio.

    On-line & video finishing
    Maximizing forward motion for a very limited time at an expensive commercial post house may be more cost-effective than doing longer sessions at an inexpensive house. Facilities geared toward television commercials have very fast and efficient hardware/software, are accustomed to working intensely against the clock, and are often very eager to apply their expertise (hard-earned on hundreds of McDonalds commercials) to social documentaries for a good price.

    • Set up protocols with finishing facilities before beginning production.
    • Do your own on-line assembly edit (but not your color correction, sizing, or aspect ratio correction) in-house. On Final Cut Pro, this is a non-issue, since the system easily stores and outputs DVCam video at full resolution. In practical terms, you skip traditional on-line, and your locked picture is you on-line.
    • Do your titles, text and credits in-house. FCP, coming from design-savvy Apple, has a good array of fonts. PhotoShop and After Affects help.
    • Do color correction at a high-end facility, making very clear before starting that you have an absolutely fixed amount of suite time, and that you are willing – eager – to triage the show in order to get the maximum value added in the minimum time. Arrive with a triage list of problem scenes. At a good facility, you should be able in a few hours to do 80% of what you can do in a full day, since the curve of value added drops off fairly quickly. Set the interviews first, if there are any, then work through the show.
    • Expect trouble in file transfer. No long form documentary has successfully moved all its video and audio files to an outside system on the first try. OMS file transfer, file compatibility, software compatibility, and version differences are the bane of getting stuff out of FCP into Avid or Pro Tools, or even from Avid into Pro Tools. Some of this may have been solved by the incorporation of Pro Tools into FCP 2.0.
    • Resize and correct aspect ratio at the post house, where they have fast, efficient engines for this, not on the FCP, where it is cumbersome, unpredictable and extremely slow on a long documentary. Also, in the high-end suite, you can customize the exact aspect ratio. Note also that in a good on-line suite you can quickly generate mattes to clean up headlines, stills, and other flat art.
    Sound finishing
    It all begins with very consistent sound standards and protocols in the field and in editing, as noted above. Make it a game to imagine not having a mix. Some of it is simple stuff like using exactly the same microphone & location for audio pick-ups as you used for first origination. Some of it, like controlling background noise, is not so simple.
    • Meet with your outside audio facility early, at the start of editing, to sort out what they can/should do, and to establish clear track assignment and separation standards from the start. Re-sorting tracks to suit the mix facility at the lock picture stage costs money.
    • Do a pre-mix in FCP (after locking picture – before that much of it will be time wasted.)
    • During editing, the editor should listen carefully and decide which track to use for a given shot if there are two choices (boom & lav, for instance). Do not defer this decision for later.
    • Use a high-end audio house.
    • Expect and plan a defense against file transfer problems.
    6. GET YOUR DOCUMENTARY SEEN AND PICKED UP FOR DISTRIBUTION

    Again I refer you to the other chapters in this book. The appendix is also very useful. Carole Dean has compiled an excellent resource list. Many documentary makers have grown up thinking of PBS as the first, if not the only serious television venue. This come partly from years of expensive production which was made possible only with seed and lead money from CPB, or from foundations and endowments which contractually required offering the finished show to public television. As soon as a non-profit funder gets its paws on a documentary, even for a few thousand dollars, the producer is almost always locked into a track toward PBS. Forget that; assume that the entire spectrum is fair game – HBO, Cinemax, MTV, Bravo, A&E, History, Tech TV, PBS, LifeTime. All of these work with independents, as do myriad foreign broadcasters and even some venues, such as Nightline within the major commercial networks.

    LAST THOUGHTS

    Finally, I offer you these last thoughts as a documentary filmmaker. French filmmaker Jean Luc Godard said, “Film is not the representation of reality, it is the reality of the representation.” It is our ethical obligation as documentarians to communicate to our audience honestly, and not manipulatively, both in the visual content and the message of our documentary. Because, that – in essence – is what makes us documentary filmmakers.

    Tony Estrada is a Navajo Director, Producer, and Line Producer for Independent Films and Documentaries. He’s worked on Native projects with notable celebrities like Dennis Banks, Wes Studi, Gil Birmingham, Gary Farmer, and Chris Eyre. He can be reached to work on your project on his cell, 469-471-4241, or at texasfilmguy@yahoo.com.

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