Fantasound was a sound reproduction system developed by engineers of Walt Disney Studios and RCA for Walt Disney's 1940 animated film Fantasia, the first commercial film released in stereo.

Origins Walt Disney's cartoon character Mickey Mouse entered a decline in popularity in the mid-1930s. Disney devised a comeback appearance for Mickey in 1936 with The Sorcerer's Apprentice, a more elaborate edition of the animated Silly Symphonies series set to the music of The Sorcerer's Apprentice by Paul Dukas. Disney met conductor Leopold Stokowski in late 1937 at Chasen's, a noted Hollywood restaurant, and Stokowski agreed to conduct the piece at no cost. Stokowski was an enthusiast for new and improved methods of sound reproduction and had already participated in experimental stereophonic sound recordings in 1931 and 1932, and a live, long-distance demonstration of multi-channel sound a year later.

Recording the Fantasia soundtrack, 1938–39 The Sorcerer's Apprentice

In January 1938, over 100 musicians assembled at Culver Studios in California for the recording of the nine-minute Dukas piece.Garity and Jones (1942), pp. 6-7 The plan was to create a multi-track recording that allowed the separation of sound channels which would allow the dynamic balance of the music to be adjusted on reproduction. The stage was altered acoustically with five double plywood partitions that separated the sections of the orchestra, creating the world's first sound baffles.Garity and Jones (1942), p. 7 Although a satisfactory recording was made, in the days before widespread use of headphones and click tracks to control the speed, the musicians could not hear the other instruments clearly enough and this affected the tempo of the piece. Poor control over the separation of low-frequency sounds presented a further problem on playback of the music.

As production costs for The Sorcerer's Apprentice surpassed $125,000, it became clear to Disney that it would not recoup costs as a short. In February 1938, he decided to expand the concept and start on a feature-length film consisting of several animated segments named The Concert Feature.

Academy of Music sessions A year after recording The Sorcerer's Apprentice, Stokowski signed an 18-month contract with Disney to conduct the remaining pieces for Fantasia and the process began in earnest. Fascinated with the rich sound he heard from the playbacks at Culver Studios, Disney felt the conventional sound systems at the time sounded too tinny and inadequate for the experience he wanted Fantasia to be. "We know...that music emerging from one speaker behind the screen sounds thin, tinkly and strained. We wanted to reproduce such beautiful masterpieces...so that audiences would feel as though they were standing at the podium with Stokowski," he said.Andrew R. Boone, "Mickey Mouse Goes Classical", Popular Science, January 1941, pp. 65–67. The goal was to reproduce a full symphony orchestra with its normal volume range and acoustic output in the theatre. The set-up used for the recording of The Sorcerer's Apprentice was abandoned, and it was decided to record with the Philadelphia Orchestra, which Stokowski had directed from 1912 to 1938, at the Academy of Music concert hall in Philadelphia, the orchestra's home known for its good acoustics.

The recording for Fantasia began in April 1939 and lasted seven weeks. In the sessions, 33 microphones placed around the orchestra captured the music which was transferred onto eight optical recording machines located in the hall's basement. Several safety measures were enforced to prevent the risk of fire as the Academy was constructed of wood. A maximum of 18 rolls of raw nitrate film stock were allowed in the venue at any one time, with a film delivery truck parked outside the hall being converted into a storage unit for a sufficient quantity of film.Garity and Jones (1942), p. 9 Six of the channels recorded different sections of the orchestra which provided a "close-up" of the instruments – cellos and basses, violins, violas, brass, woodwinds and timpani – while the seventh channel recorded a mixture of the first six and the eighth captured the overall sound of the orchestra at a distance. A ninth channel provided the click-track function to help the animators time their drawings to the music.Shepherd, pp. 3–6.Plumb (1942), p. 16

Each microphone was channeled to a central switching panel, where an operator would read the score and mute those that were not in use to keep noise and leakage to a minimum.Telotte, p. 39. Engineers in the basement used headphones for sound mixing and cathode ray oscilloscopes for level indicators, while those who picked up the distant orchestra sound used horn monitoring.Garity and Hawkins (1941), p. 144 In the 42 days of sessions, over ninety miles of sound track were recorded. After being developed, the film was shipped to the Disney studios in Burbank, California, where tone and other adjustments were made prior to mastering. The nine recorded sound tracks were then mixed into four: three for the music, voices and special effects and the fourth for control of the volume of the first three.

Development and testing, 1939–40 Pan pot and togad device The average monaural sound systems around the time of the production of Fantasia had a number of disadvantages. Their limited range in volume was ineffective as symphonic music was impaired by excessive ground noise and amplitude distortion. Their single point source of sound, though suitable for dialogue and action at the centre of the screen, caused music and sound effects to suffer from acoustic phase distortion which is absent when sound originates from multiple sources.Garity and Hawkins (1941), p. 128 Led by William E. Garity, the chief audio engineer at the Disney studios, technicians developed a multi-channel reproduction system that was dubbed Fantasound, a process that was to be a desirable alternative sound system.

The first task was to create the illusion of sound "moving" across neighboring speakers. It was found that by placing two speakers roughly 20 feet apart, it was possible to produce a "moving" sound, but the effect could not be achieved through simple volume control. The problem was solved with a three-circuit differential junction network named the "pan pot" (panoramic potentiometer), that allowed sound to progressively travel using constant fades with a left, center and right speaker configuration.Garity and Hawkins (1941), p. 130 The second issue was dynamic range, the difference in volume between the loudest and quietest sounds. The dynamic range of typical film soundtracks at the time was limited to a poor signal-to-noise ratio of about 40 dB. This was tackled by increasing the volume during loud passages and reducing it during quiet ones, to which the dynamic range would increase. A tone-operated gain-adjusting device, or "Togad," was built that varied the volume of the replayed sound under the control of a tone of varying amplitude. This device was an early predecessor of the automated mix-down systems found in modern recording studios.

Fantasound set-ups Ten different Fantasound setups were built and tested during its development. As many as several hundred designs were detailed on paper, each with different equipment combinations.Garity and Hawkins (1941), p. 140 The first setup that was constructed, the Mark I system, used a left, center and right speaker placed across the stage plus one in each corner at the back of the auditorium. It used two sound channels, one directed at the stage center (or "screen") speaker, while the second could travel around the remaining four across the room smoothly using a manually controlled four-circuit panpot. The following Mark II configuration used a third sound channel and three additional speakers, one placed on each side wall of the house and a third placed in the middle of the ceiling, all with a manual six-circuit panpot. By the time the Mark II system was devised, the control of the sound system was too complex for a single operator. To solve that difficulty, the Mark III system was developed to study the effects of a pilot tone-control track. The configuration was a single-channel Togad expander, controlled by either an oscillator or a tone track. The Mark IV system was identical to the eight-speaker, three-track Mark II system except that a Togad replaced manual control. It was installed at Disney's Hyperion studios in the summer of 1939 and was used for sound and music department research until Disney's relocation to Burbank in 1940. The equipment for this system required a floor space of about 35 feet by 4 feet and used nearly 400 vacuum tubes.Garity and Hawkins (1941), p. 141

The Mark V system, the first installed at Burbank, was in operation for one day. Though the equipment operated correctly, the system failed because the personnel could not remember the correct configuration from one rehearsal to the next. The crew then developed the simpler Mark VI setup that consisted of three-stage speakers, three program tracks and a three-tone control track. The first serious dubbing of Fantasia was attempted on this system. The Mark VII was the first to be manufactured by RCA that closely resembled the Mark VI, but included tone rectifier modifications. The Mark VIII system was a rearranged version of the Mark VII. A log-log tone rectifier designed by RCA replaced the linear tone rectifier used in the Mark VII. The second dubbing of Fantasia was done through this system. Following the installation of a stand-by channel, this equipment was installed in New York City for the film's premiere.Garity and Hawkins (1941), p. 142 Two further systems were developed after the film's opening. The arrangement of the Mark IX setup was changed and two sets of rear speakers were manually switched in to supplement or replace the left and right front speakers at several points in the film. In the Mark X, the switching and level changes in the rear speakers are done automatically using a thyratron and mechanical relay system operated by means of notches on the edge of the film. This was developed by Disney engineers C. A. Hisserich and Tickner. Disney became an early customer for the newly established Hewlett-Packard company when it ordered eight of its Model 200B oscillators to test the Fantasound systems.

The following table summarizes the different Fantasound setups, panning methods and speaker placement described before:

FantasoundSetup Source Channels Surround Panning Method Speaker Number Speaker Layout Mark I 2 Manual (one channel) 5 Mark II 3 Manual (all channels) 8 Mark III 3 Manual (one channel) + Automated (one channel) 8 Mark IV 3 Automated (all channels) 8 Mark V, VI, VII, VIII 3 Automated (all channels) 3 Mark IX 3 Automated (all channels) + Manual sound redirection from F to B/S speakers) 7 Mark X 3 Automated (all channels) 7

Fantasia roadshows with Fantasound, 1940–41

Fantasia debuted as a roadshow theatrical release under Walt Disney Productions at The Broadway Theatre in New York City on November 13, 1940. The film was shown in only 13 theatres, as the installation of equipment required for Fantasound at each venue was costly. Twelve of the thirteen theaters were legitimate theaters converted for the purpose, not movie theaters, due to the need to close the theater during installation of Fantasound. With these expenses and its large budget, Fantasia was unable to make a profit during its initial release.

Fantasound never expanded beyond the initial roadshow engagements in New York, Los Angeles (where the automatic Mark X system was used), Boston, Philadelphia, Chicago, Detroit, San Francisco, Baltimore, Washington, Minneapolis, Buffalo, Pittsburgh and Cleveland. Eight of the roadshow engagements used the Mark IX systems.

End of roadshows and development, 1941 Garity and RCA's Watson Jones ended the roadshows in 1941, and later gave these reasons: