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Introduction to KineFX skeletons

In KineFX, everything is a SOP point. The world transform of a point is defined by a position and a 3×3 transform matrix (translation, rotation, scale). A point becomes a joint when it has a transform attribute and a name attribute.

A KineFX hierarchy or skeleton is represented as a collection of points connected by polygon lines. The parent-child relationship between the joints in a hierarchy is determined by vertex order. When traversing the hierarchy, however, point ordering is not considered.

You can create skeletons from scratch, bring them in from the object-level, or import them from other DCC packages.

KineFX skeletons vs. object-level skeletons

KineFX is a joint-based system, unlike the bone-based object-level rigging tools. There are key differences between object-level bones and geometry-level joints:

  • Bones have length, whereas joints only consider their local space translations to offset themselves from their parents.

  • Bones have a fixed orientation, so its child is always offset in -Z by the length of its parent.

  • Bones do not support scale compensation, making squash and stretch animation pipelines unwieldy, impacting performance.

  • Deformation of a capture (skin) is not driven by the bone itself; it is driven instead by the Capture Region SOP inside the bone object. The difference between the Capture Region SOP’s capture pose and the current pose drives the object-level skin’s deformation.

  • Object-level capture poses are attached to their skins, so the skin will break if you start deleting parts of the skeleton. On the other hand, the capture poses of SOP skeletons are an input to the Joint Deform SOP, so you can alter a SOP capture pose without having to re-capture (re-skin) its geometry. For example, you can make changes to a skeleton’s joint orientations or tweak a character’s pivots and not affect its skin.

Creating skeletons

Draw a skeleton

You can create a skeleton from scratch by drawing its joints using the Skeleton SOP:

  1. In the network view at the geometry (SOP) level, put down a Skeleton SOP, select it, and turn on its display flag.

  2. Put down your character’s geometry node and turn on its template flag. You can now see your character’s geometry in the viewport when drawing its skeleton:

    Tip

    You can change how your templated geometry is displayed in the viewport. From the Display Options window (press D when hovering over the viewport), set Set display options for to Template Model Geometry, and choose one of the options in the Draw drop-down menu. We recommend using either Smooth Shaded or Smooth Wire Shaded.

  3. Select the Skeleton SOP.

  4. Click on the left toolbar, or hover over the viewport and press Enter. You are now in the Skeleton viewer state, where you have access to the Skeleton toolbar above the viewport, the menu options, and the skeleton state hotkeys.

  5. On the Skeleton toolbar, set Mode to Create.

    Tip

    F toggles the Mode between Create and Modify. See the skeleton hotkeys for more keyboard shortcuts.

  6. In the Joint Placement drop-down menu, select View Based, which places joints at the mid-point of the geometry. See joint placement for more options.

  7. Draw the skeleton:

  8. To modify the skeleton, turn on Tweak Mode on the Skeleton toolbar. If Child Compensate is off, dragging a joint moves the joint and its descendants. If Child Compensate is on, dragging a joint only moves the joint and not its descendants:

    Tweak mode on, child compensate off
    Tweak mode on, child compensate on
  9. Line up the joints in the middle of the skeleton:

    • Display the construction plane in the viewport by clicking on the right toolbar.

    • click and turn on Construction Plane Handle.

    • click the construction plane handle and select Align normal with world X axis. This orients the construction plane so that its normal points along the X-axis:

    • Select the joints down the middle of the skeleton.

    • click in the viewport and select Snap Selection to Construction Plane

      Before and after snapping joints to the construction plane (drag the red arrows for a comparison)
  10. Rename the joints:

    • In the Skeleton viewer state, select a point.

    • On the Skeleton toolbar, rename the point in the Name field.

  11. To see the joint names in the viewport:

    • Set the templated geometry to ghosted:

      • Press D over the viewport to bring up the Display Options window.

      • In the Markers tab, set Set display options for to Template Model Geometry.

      • Turn on Ghosted.

    • Turn on visualization for the joint names:

      • Click the Visualization icon on the right toolbar to turn it on.

      • click the Visualization icon, click for the Scene, and select Marker.

      • In the Edit Visualizer window, set the Attribute field to name.

      Display the renamed joints

View joints in the geometry spreadsheet and rig tree view

We can view information on the skeleton joints in the geometry spreadsheet and rig tree view:

Geometry spreadsheet

  1. At the top of a pane, click the New Tab icon and select New Pane Tab Type ▸ Inspectors ▸ Geometry Spreadsheet.

  2. Select Points on the top toolbar. We can see that each joint has a name and transform attribute:

    To see the other point attributes, select View and turn on the attributes you want to see.

Rig tree view

  1. At the top of a pane, click the New Tab icon and select New Pane Tab Type ▸ Animation ▸ Rig Tree.

  2. Set Type to Joints. The rig tree view shows the joints and their hierarchical relationship. In our example, the tail is the root joint:

Joint placement options

When drawing a skeleton, you can choose how you want the joints to be placed on the geometry. In the Skeleton viewer state, choose from the Joint Placement drop-down menu.

View Based

Places joints at the mid-point of the geometry. Consider a straight line that goes from your current view through the geometry; joints are placed at the mid-point of the closest and furthest intersection points.

Recommendation

When working in the View Based mode, switch to an orthographic view that splits your character down the middle (for example, the Right view).

Joint placement using the right orthographic view
Normal Based

Places joints at the mid-point of the geometry, using the normal of the surface. Consider a straight line that goes through the geometry perpendicular to the geometry surface; joints are placed at the mid-point of the closest and furthest intersection points.

The white circle shows the location inside the geometry where the joint is placed:

Freehand

If the construction plane is displayed, the joints are snapped onto the construction plane. Display the construction plane by clicking on the right toolbar.

Construction plane in the viewport

If the construction plane handle is not displayed, click and turn on Construction Plane Handle.

In the Skeleton viewer state, set the orientation of the construction plane by clicking the construction plane handle and selecting Align normal with world [X|Y|Z] axis. For example, Align normal with world Y axis orients the construction plane so that its normal points along the Y-axis.

Freehand joints snapped onto the construction plane

If the construction plane is not displayed, the joints are placed on a plane perpendicular to your viewing angle:

Freehand joints without the construction plane
Surface

Places joints on the surface of the geometry:

Turn a line into a joint chain

In addition to drawing your own skeleton joints, you can also turn any SOP polygonal line into a joint chain using a Rig Doctor SOP or Skeleton SOP:

  1. In the network editor, put down a SOP node that generates a line, for example, a Line SOP.

  2. In the parameter editor, adjust the properties of the line, for example, increasing the Length and Points parameters. To see the points on the line, turn on Display Points on the right toolbar:

  3. Connect the line geometry to a Rig Doctor or Skeleton SOP:

    Turn a line into a joint chain

    By default the Skeleton SOP initializes the geometry’s point transforms and gives them valid names (a KineFX hierarchy requires that joints have a name and transform attribute). The Rig Doctor SOP, however, only names the points by default, and does not initialize the point transforms. To initialize the transforms, turn on the Initialize Transforms parameter.

  4. We can see the names and transforms of the points in the geometry spreadsheet:

    Initialized name and point transforms
  5. See the KineFX skeleton in the viewport - select the Rig Doctor or Skeleton SOP, and press Enter over the viewport. Each point on the line is a joint in the skeleton:

    Joint chain generated by the Rig Doctor and Skeleton SOPs

    To see the joint axes, click in the viewport and turn on Display Joint Axes.

Tip

If you want to visualize your joint chain outside the Rig Doctor and Skeleton SOPs, you can use the Visualize Rig SOP:

Set the display flag on the Visualize Rig SOP. If necessary, increase the Joint Scale to better see the joints axes:

Orienting joints

You may want to orient the joints in a hierarchy for several reasons:

  • Your motion capture skeletons have strange joint rotations.

  • You are building a skeleton from scratch and want to adjust the arms to bend at a particular angle.

  • You have modified your skeleton, and now the angles of your joints are off.

This section gives several tools and methods for manipulating joint orientations.

Automatically orient joints

For simple joints chains, you can automatically orient joints using the Orient Joints SOP. We start with a joint chain that has joints with varying rotations:

  1. Connect the Skeleton SOP that contains your skeleton to an Orient Joints SOP.

  2. On the Orient Joints SOP, the Reference Vector sets the direction of the joint axes that points toward the child joint. For example, if you want the joints' X-axes to look at their child joints, set Reference Vector to (1, 0, 0):

    X-axes points toward the child joints

Orient joints with orientation picking

Orientation picking allows you to orient joints to their parent or child joint. You can use orientation picking in the Skeleton SOP when creating or modifying your skeleton, or in the Rig Pose SOP when cleaning up your retargets:

  1. Select the Skeleton or Rig Pose SOP in your network.

  2. Hover over the viewport and press Enter to enter the SOP’s viewer state.

  3. If using the Skeleton SOP, turn on Child Compensate on the Skeleton toolbar. If using the Rig Pose SOP, turn on the World Space parameter.

  4. click in the viewport, and turn on Display Joint Axes and Show Handle.

  5. Select the joint whose orientation you want to change:

    Joint’s original rotation behavior
  6. Press ; to enter orientation picking mode. The handle will change to the orientation picking handle:

  7. Set the main axis (primary axis) for the joint to rotate around. In this example, we set the primary axis to be the Z-axis because we want the Z-axis to remain as is (since it is pointing down the arm from the elbow to the wrist), and have the other axes orient themselves around the Z-axis. ⌃ Ctrl click the blue box shape at the end of the Z-axis handle; the box will change to a pyramid shape. The Z-axis is now set as the primary axis:

    Z-axis selected as the primary axis
  8. Set the secondary axis, which is the axis you want to line up with a particular link (line between joints). The joint will rotate around the primary axis to line up the secondary axis with the selected link.

    In this example, we want to line up the X-axis with the shoulder-elbow link:

    • Click the red box at the end of the X-axis handle. The box will turn yellow to indicated that it is selected.

    • Click the shoulder-elbow link. Imagine a plane that includes the shoulder-elbow link and the elbow-wrist link. The X-axis will rotate about the Z-axis (primary axis) and align itself with this plane:

    Rotating the secondary axis about the primary axis

    This technique gives nice orientations for elbows and knees:

    Joint’s new rotation behavior after orientation picking
  9. Press ; to exit orientation picking mode.

Orient joints based on the primary and secondary axes

You can orient joints by specifying the primary and secondary axes from the viewport state parameters:

  1. Select the Skeleton SOP in your network.

  2. Hover over the viewport and press Enter to enter the Skeleton viewer state.

  3. click in the viewport, and turn on Display Joint Axes.

  4. Hold S and drag to box select the joints you want to orient.

  5. Hover over the viewport and press P to bring up the Parameters window.

  6. In the Viewer State Dialog tab, set the Primary Axis and Secondary Axis:

    Primary Axis

    Axis that points toward the child.

    Secondary Axis

    Axis that points in the up direction.

  7. click in the viewport and select Orient Selected Joints. The axes in the joint chain will be updated.

Orient joints using the construction plane

You can use the construction plane to adjust the joint rotation axes for a joint chain. In this example, we orient the axes of an elbow in a biped arm:

  1. Select the Skeleton SOP in your network.

  2. Hover over the viewport and press Enter to enter the Skeleton viewer state.

    Joint’s original rotation behavior
  3. Select the joints surrounding the joint you want to orient. For example, if you want to orient the elbow, select the shoulder, elbow, and wrist joints:

    Select joints to orient using the construction plane
  4. Display the construction plane in the viewport by clicking on the right toolbar.

  5. click in the viewport and select Orient Construction Plane to Selection. The construction plane will orient itself to the selected joints:

    Construction plane oriented to the selected joints
  6. Select the joint(s) you want to orient. In this example, we select the elbow joint:

  7. click in the viewport and select Snap Selection to Construction Plane to update the joint orientation. This technique gives nice orientations for elbows and knees:

    Elbow’s new rotation behavior after snapping to the construction plane

Mirroring skeletons

You can quickly create a skeleton by drawing half a skeleton and using the Skeleton Mirror SOP to create joints for the other half:

  1. We start with half a skeleton from our previous example:

  2. Connect the Skeleton SOP to a Skeleton Mirror SOP.

  3. Turn on the template flag for your character’s geometry node.

  4. Select the Skeleton Mirror SOP and turn on its display flag. You can now see your character’s geometry while mirroring its skeleton:

  5. Select the joints you want to mirror:

    • On the Skeleton Mirror SOP, click the Group parameter’s icon.

    • In the viewport, hold ⇧ Shift and drag to box select the joints you want to mirror (for example, all the limbs), and press Enter. The joints are added to the Group parameter.

      Select the joints to mirror
  6. Rename the mirrored joints. On the Skeleton Mirror SOP, set Token Position to Start, Find Tokens to L_, and Replace Tokens to R_. This find the joint names that start with L_, and replaces them with R_ for the mirrored joints. For example, if we have a joint named L_arm, its mirrored joint will be named R_arm.

    Mirrored joints

Note

On the Skeleton Mirror SOP, the Mirroring Style parameter determines how the transforms of the original joints are mirrored to the new joints:

  • Choose By Rotation if you want to mirror the joints by rotating their input transforms. With this mode, any downstream posing can only be performed with FK rotations because the animated translations will be flipped. This is useful if you plan to pose the skeleton using only FK rotations, and do not want to negative scale any joints.

  • Choose By Scale if you want to mirror the joints by negative scaling their input transforms. With this mode, any downstream posing can be mirrored in both rotation and translation, but all the transforms will be negatively scaled. This may cause issues if you plan to export your skeleton to a game editor or other DCC.

Blending skeletons

You can blend between the transforms of two animation skeletons (whole or partial) with the Skeleton Blend SOP. This is useful when you want to blend a sparse hierarchy to a dense hierarchy, or vice versa.

In the example below, we blend an arm animation to a leg animation on the Electra test geometry:

  1. Set up the network to do skeleton blending:

    • The two Rig Pose SOPs animate two different movements.

    • Connect one of the animated skeletons to the Skeleton Blend SOP’s 1st input, and connect additional animated skeletons to the Skeleton Blend SOP’s multi-input.

    • The output of the Skeleton Blend SOP is the first input skeleton with the influence of the other skeleton(s).

    • The Joint Deform SOP allows us to see the deformed geometry.

    Arm animation
    Leg animation
  2. On the Skeleton Blend SOP, adjust the weight sliders to control the amount of influence the different input skeletons have on the first skeleton. For example, setting the second skeleton’s slider to 0.5 results in the output skeleton using 50% of the second skeleton’s animation.

    Adjusting the skeleton blend weight

    The Blend Masking parameter lets you choose how the weight sliders are used. You can select from three different modes:

    No Masking

    Uses the weight sliders to control the amount of influence the input skeletons have on the first skeleton.

    Set From Attribute

    Overrides the weight slider values with the attribute values from an upstream node. You can specify the attribute in Mask Attribute. This mode supports per-point blending.

    Scale From Attribute

    Uses the attribute values from an upstream node as a multiplier for the weight slider values. You can specify the attribute in Mask Attribute. This mode supports per-point blending.

    Note

    If you are blending animation skeletons in world space (World Space is turned on), the skeletons need to be in the same world space location before you use the blend operation.

How-to

To...Do this

Move a joint and its descendants

On the Skeleton toolbar, turn on Tweak Mode, and turn off Child Compensate.

Move a joint without moving its descendants

On the Skeleton toolbar, turn on both Tweak Mode and Child Compensate.

Box select joints

In the Skeleton viewer state, hold S and drag to select the joints.

See the joint names in the viewport

  1. Set the templated geometry to ghosted:

    • Press D over the viewport to bring up the Display Options window.

    • In the Markers tab, set Set display options for to Template Model Geometry.

    • Turn on Ghosted.

  2. Turn on visualization for the joint names:

    • Click the Visualization icon on the right toolbar to turn it on.

    • click the Visualization icon, click for the Scene, and select Marker.

    • In the Edit Visualizer window, set the Attribute field to name.

Fully expand a subtree in the rig tree view

Hold ⇧ Shift and click a joint.

KineFX

Overview

Preparing character elements

Rigging with APEX graphs

Building rig graphs with APEX Script

Rigging with rig components

Animating in the viewport

SOP-based animation

Deformation

Animation retargeting

Pre-H20

Panes

Appendix