Background oriented schlieren (BOS) is a common density gradient imaging technique, with a large number of variants, summarised in Raffel (2015). A camera is focused on a background with a low self-correlating pattern (“random dot pattern”), which is visualised once without flow and once with flow. A moving-window cross-correlation algorithm, identical to that used for particle image velocimetry (PIV) is used to compare the two images, and the movement of the background is related to the refractive index by:
$$\begin{aligned} \varDelta y=f\left( \frac{z_D}{z_D+z_A-f}\right) \frac{1}{n_0}\int _0^l\frac{\partial n}{\partial y}\mathrm{d}z, \end{aligned}$$
(1)
and an equivalent equation gives the movement in the x axis. The background movement \(\varDelta y\) is a function of the z dimensions as detailed in Fig. 1, the camera focal length f and the index of refraction of the undisturbed background \(n_0\) and of the object n, which are related to the density via the Gladstone-Dale equation. The refractive index is integrated over the line of sight, and the background movement is a function of the first derivative of the density, with the x and y components separable in the image plane. The second derivative can be acquired by differentiating the data a second time during post-processing, see Settles (2018), and this method is often used for vortex visualisation by BOS to improve the image contrast, see Bauknecht et al. (2016).
In contrast to classical schlieren techniques, the BOS technique has several drawbacks, as detailed by Settles and Hargather (2017):
- 1.
The evaluation window size limits the minimum size of object which can be visualised by a given setup, imposing a spatial filter on the data.
- 2.
The requirement for a reference image with undisturbed flow can be difficult to realize for some test cases.
- 3.
The requirement to focus on the background leads to an irreducible unsharpness of the imaged object, imposing an additional spatial filter on the data.
For point 1 the size of the evaluation window needed is a function of the signal to noise level of the images, but also generally several background dots will be required to get a good cross-correlation peak. One approach to reducing this requirement for static flows is to use optical flow algorithms for the analysis of a series of BOS images, as detailed by Hill and Haering (2017) for an aircraft flying in front of the sun, and by Smith et al. (2017) for BOS from a follower aircraft. As noted in those papers, a problem with optical flow algorithms as currently implemented is a lack of robustness compared with window cross-correlation.
For point 2 it has been noted that a reference image can be difficult to realize for outdoor measurements, when the natural light changes between the reference and measurement images leads to problems with the cross-correlation, see Bauknecht et al. (2014). Additionally, when shooting from a follower aircraft, no simple reference image is available, since the background is moving, see Bauknecht et al. (2016). The solution used in these cases is a “Reference free BOS”, in which two images are taken with a separation which is long compared to the movement, so that the disturbances of the second image have moved onto undisturbed background in the first image and vice-versa, creating a double-image.