This article originally appeared on The Big Picture Music Production Blog.
Here's an excerpt from my Recording Engineer's Handbook: Third Edition that's a checklist of questions to ask yourself before you ever hit the record button.
Make sure that you start with a great acoustic sound with the instrument well-tuned and minimum of sympathetic vibrations and extraneous noises.
Observe the 3:1 rule, and make sure that any underneath mics are at a 90-degree angle to the top mics.
Make sure that all the mic cables are wired the same by doing a phase check.
If they're too far away, they'll pick up too much of the room or other instruments. If they're too close, the sound will be unbalanced with either too much attack or ring, and not enough of the body of the instrument. Walk around the player, put your finger in your ear, and find the spot that sounds the best. Remember, most instruments need some space for the sound to develop. The ambience from the surrounding area is a big part of the sound for most instruments.
This is your reference point and what you should be trying to match. You can embellish the sound after you’ve got the sound as close to the way it was when you were standing next to the player.
[Control Room Acoustics: How to Test Your Speakers and Listening Space]
A great sound is dependent upon the instrument, the player, the amp (if there is one), and the room. The player has to be able to achieve the tone you're trying to record with his hands or mouth or voice first and foremost. The mic itself usually has less to do with the ultimate sound than the placement, room, player, and ultimately, the project itself.
You should always trust your ears and begin by listening to the musician in your studio, find a sweet spot, and then begin your microphone placement there. If you don’t like the resultant sound, then move the mic or swap it with another. EQ is the last thing you should touch.
Don't neglect your microphone preamp. The better your preamp, the less trouble you'll have capturing the sound, but sometimes a certain mic/preamp combination will give you the sound you need. Don't be afraid to experiment.
A guitarist's signal chain, for example, can be a huge help or a big hindrance. You'll get a warmer yet aggressive guitar sound by decreasing the amount of distortion from pedals, but turning up the amp's volume instead to obtain the sustain/distortion from the amp and speaker. Also, smaller amps and speakers tend to sound bigger than large amps/speakers when recording.
Remember: Mics cannot effectively be placed by sight, which is a mistake that's all too easy to make. The best mic position cannot be predicted; it must be found.
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Producer/engineer Bobby Owsinski is one of the best selling authors in the music industry with 23 books that are now staples in audio recording, music, and music business programs in colleges around the world, including The Mixing Engineer’s Handbook, Social Media Promotion for Musicians, Music 4.0: A Survival Guide for Making Music in the Internet Age, and more. He’s also a contributor to Forbes writing on the new music business, and he’s appeared on CNN and ABC News as a music branding and audio expert. Visit Bobby's music production blog, Music 3.0 music industry blog, Forbes blog, podcast, and website.