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Your observations are spot on and you’ve identified most of the tradeoffs. I don’t know if it’s a limitation of Lightroom or the HEIC file format, but Lightroom does indeed save metadata for HEIC files in XMP sidecar files, just like it does for Camera Raw files. If you want the metadata embedded then you’ll have to convert to JPEG. I don’t know of any other software that embeds metadata in HEIC files. In fact, most other software such as PhotoMechanic don’t support the file format at all.
Which leads me to the other, even bigger reason, that I suggest converting HEIC to JPEG. The HEIC format was introduced five years ago and Apple started using in three years ago, but the adoption rate is pretty weak across the industry. It’s not supported in no web browsers, few photo apps, and few to none DAM systems and web services.
If you decide to convert HEIC to JPEG, I suggest you use Lightroom Classic to do it. I used the free iMazing HEIC convertor for a while, but then I did a speed comparison between that app and Lightroom and Lightroom took 75% less time to achieve the same results!
I’m doing more work with remote clients and I’ve learned some things from those experiences that might be relevant. Basically, I asked the client to text my photos of what they have and then we talk about it over the phone. I focus on the type and quantity of media they have so I can give them a ballpark of how expensive the project is going to be. At that point they can of course recount, edit, etc. but at least we have a common understanding of the project that they’re about to ship me.
That said, I prefer doing these gathering sessions in person for a few reasons: 1. I can build rapport with the client 2. I can educate them on my process an expectations 3. I can usually upsell them or find more materials they hadn’t thought of. For example, one client called me for help with her photos but when I left we were tackling her video collection also. For this I use a series of small posters I designed to remind them visually of what they might have but hadn’t thought of.
Do any of those ideas help?
I’m not new here, but I’m testing out the new forum and hoping others will start to participate as well. I’ve worked for Adobe 20+ years, been a member of APPO/The Photo Managers for 2+ years, and have my own company where I scan photos, convert videos, and organize all of it! http://chaostomemories.com
I have several clients who have used their YouTube account to upload all their digitized home videos as unlisted videos. Some have done it themselves and in other cases I’ve done it for them. That’s great for viewing and sharing, but they should still keep a local copy and a backup.
I don’t know of any specific limitations with iCloud and video, it’s just that I’m not that familiar with it and don’t know how well it would work with long-form video. For examples, if a converted film reel is 20 minutes long, does that work well? I just finished a video conversion project of 75+ tapes, many of them a full two hours of playtime. I don’t know how that would hold up on iCloud if there’s a lot of long/big videos.
I would consider two delivery options in this case:
- Upload to the client’s iCloud account. This would work, but there are two downsides: you’ll need them to help you with the two-factor authentication and if the 8mm footage is long I don’t know if iCloud is the best way to experience it.
- Send a thumb drive. Just yesterday I shipped a bunch of 64GB drives to clients all over the country.
Inappropriate photos are common enough in this work that it’s a bit of a running joke! I’ve seen lots of photos that I wish I hadn’t seen, and that my clients wish I hadn’t seen.
The process of deleting a photo shouldn’t be too difficult, but the exact steps will vary depending on what devices and services the client is using.
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