Which thresholding or segmentation method do I need?
Global, Otsu's, adaptive, region growing, k-means, or watershed -- six ways to split an image into regions.
Reach for this once the goal is "split this image into foreground and background" (or into several regions), not just "find edges" -- ask first whether one fixed cutoff can possibly work for the whole image, then whether that cutoff should be chosen by hand, computed automatically, or made to vary pixel by pixel, then whether the problem is really binary at all or needs several regions and their boundaries at once.
Step 1 -- can one FIXED cutoff separate foreground from background everywhere?
Example
Lighting is even across the whole image and the two intensity bands genuinely don't overlap.
Example
A fixed cutoff will work, but you don't want to pick T by hand -- maximize the between-class variance instead.
Step 2 -- lighting varies ACROSS the image itself?
Example
No single T works everywhere -- give every pixel its own locally-computed threshold instead.
Step 3 -- not binary at all: several regions, or their exact boundaries?
Example
You have a good seed point and want the region that's genuinely connected and similar to it, not just similarly-colored elsewhere in the image.
Example
You want k regions by overall intensity/color similarity, with no seed points and no guarantee the regions are spatially connected.
Example
Regions are touching and roughly equal in intensity -- you specifically need the dividing LINE between adjacent blobs, not just a rough cluster.