Quick Reference
Octatrack MKII Basic Project
Why It Matters
The Octatrack's "basic patch" is not a single sound -- it is a basic project: a clean, known starting state for the entire machine. Unlike a synthesizer where you zero out parameters, the OT's basic project is about having the right structure in place:
- A clean project with no leftover samples, machines, or effects
- Tracks assigned to useful default machines
- A simple sample loaded so you can hear changes immediately
- Input routing configured for your setup
This is your lab bench for every session. Start here, explore, and return here when lost. The Part reload function ([FUNC] + [CUE]) will snap you back to the last saved state.
Creating the Basic Project
Step 1: Create a New Set and Project
- Power on with a formatted CF card inserted
- Press [PROJ] to open the Project menu
- Navigate to PROJECT > NEW and confirm with [YES]
- Name it
LEARN(or whatever you prefer) - The OT creates a clean project: all tracks empty, no samples loaded, no effects
Step 2: Load a Simple Sample
You need at least one sound to work with. The OT comes with demo content, or load your own.
- Press [TRACK] key for Track 1 to select it
- Press [SRC] (Track Parameter) to open the source page
- You should see
FLEXas the machine type (default). If not, press [FUNC] + [SRC] to enter SRC SETUP, set MACH to FLEX - Turn Data Entry knob A to open the Quick Assign menu
- Navigate to a simple drum loop or one-shot sample from the Audio Pool
- Select it with [YES] -- it is now assigned to Track 1's flex machine and added to the Flex sample slot list
Step 3: Basic Track Configuration
For a clean starting state, verify these settings on Track 1:
SRC (Source) Page:
| Parameter | Value | Notes |
|---|---|---|
| MACH | FLEX | Flex machine for RAM playback |
| SLOT | (your sample) | The sample you just loaded |
AMP (Amplifier) Page:
| Parameter | Value | Notes |
|---|---|---|
| ATK | 0 | No attack fade |
| HLD | 0 | No hold |
| DEC | 0 | No decay |
| REL | 127 | Full release (sample plays to end) |
| VOL | 0 | Default pre-FX volume (bipolar, 0 = unity) |
| BAL | 0 | Centered panning |
LFO Page:
| Parameter | Value | Notes |
|---|---|---|
| SPD1/2/3 | 0 | No LFO speed |
| DEP1/2/3 | 0 | No LFO depth |
| DST1/2/3 | NONE | No LFO destination |
FX1 and FX2 Pages:
| Parameter | Value | Notes |
|---|---|---|
| Effect | NONE | No effects loaded |
Step 4: Place a Trigger and Test
- Make sure you're on Track 1 (the track key should be lit)
- Press [RECORD] to enter Grid Recording mode (the RECORD key lights up steady)
- Press [TRIG 1] to place a trigger on step 1 -- the TRIG LED lights up
- Press [PLAY] to start the pattern
- You should hear your sample triggering on beat 1 of every bar
- Press [RECORD] again to exit Grid Recording mode
Step 5: Configure Inputs (If Using External Gear)
If you plan to sample external instruments or use the OT as an effects processor:
- Press [MIX] to open the Mixer page
- Set GAIN A/B to an appropriate level for your input source (0 dB is unity)
- Set GAIN C/D similarly if using the second input pair
- Set DIR A/B to
0(we don't want direct monitoring yet -- we'll route through tracks) - Press [NO] to close the Mixer
Step 6: Save the Part and Project
- Press [FUNC] + [PART] to save the current Part (this is your base camp)
- Press [FUNC] + [PROJ] to save the entire project
Quick Test
After setup, verify:
- Pressing [PLAY] plays your sample on beat 1
- Pressing [STOP] stops playback
- Turning the Level knob changes Track 1's volume
- [FUNC] + [CUE] reloads the Part (should sound identical -- nothing has changed yet)
- All 8 track keys select different tracks (T2-T8 should be empty/silent)
The "Return Home" Gesture
Throughout all sessions, this is your safety net:
[FUNC] + [CUE] = Reload Part (undo all unsaved changes to machines, effects, scenes, volumes)
Think of it like Merlin's "base camp" metaphor: save your Part, experiment wildly, and hit [FUNC] + [CUE] to teleport home. This is the Octatrack equivalent of the Evolver's basic patch -- but instead of a set of parameter values, it is a saved project state.
Session Starting State
Every session in this curriculum will specify one of:
- "Start from the basic project" -- Load the LEARN project, Track 1 with a simple sample, everything else clean
- "Start from [specific session] output" -- Load a project state saved from a previous session
- "Start from a new empty pattern" -- Within an existing project, navigate to an unused pattern
The basic project is always available as a reset point.
Session 01: Orientation & First Sound
Session 01: Orientation & First Sound
Objective: Power on the Octatrack, understand the screen and controls, load a sample, trigger it, and save your basic project.
Power on, press [PLAY] to hear the demo. Press a [TRACK] key, then press a [TRIG] key to trigger the machine. You just played the OT.
Warm-Up (2 min)
Turn on the Octatrack. Look at the front panel. Identify the three zones: left (record/cue/function keys), center (screen + data knobs + transport), right (level/tempo/scene/crossfader). Press any [TRACK] key -- the screen changes to show that track's info. Press another. That is the fundamental gesture: select a track, see its state.
Setup
Connect the main outs to your monitors or headphones. Insert a CF card with the factory demo content (or any card with .wav files). Power on.
Exercises
Exercise 1: Read the Screen (3 min)
- Look at the main screen. Find these elements:
- Top left: 8 track icons showing machine type (F=Flex, S=Static, T=Thru, N=Neighbor, P=Pickup, M=Master). The active track is highlighted
- Top center: Tempo (BPM) and 4 beat indicators
- Center: Parameter grid -- 6 values controlled by the 6 Data Entry knobs
- Bottom left: Active pattern number
- Bottom right: Active Part name and sample name
- Press [TRACK 1] through [TRACK 8] -- watch the screen update to show each track's info
- Press the Track Parameter keys ([SRC], [AMP], [LFO], [FX1], [FX2]) -- the parameter grid changes to show different pages. This is how you access every parameter on a track: select a track, select a page, turn knobs
Exercise 2: Play the Demo (5 min)
- If the OT loaded a demo project automatically, press [PLAY] -- you should hear a pattern
- While playing, press [TRACK 1] through [TRACK 8] to see which tracks have sounds -- active tracks show a play symbol (▶) under their icon
- Mute/unmute tracks: Press [FUNC] + [TRACK] to mute a track. Press again to unmute. Try muting the kick, then bringing it back. This is your most basic performance gesture
- Try the crossfader: Slowly move it from left to right -- you should hear parameters change. This is scenes in action (more in Module 7)
- Press [STOP] when done
Exercise 3: Load a Sample and Trigger It (7 min)
- Press [STOP] twice (stops playback and goes to step 1)
- Press [TRACK 1] to select Track 1
- Press [SRC] to see the Source page
- If the machine type is not FLEX, press [FUNC] + [SRC] to open SRC Setup, and set the first parameter (MACH) to
FLEXby turning Data Entry knob A - Press [NO] to exit setup
- Turn Data Entry knob A (the leftmost) to highlight the sample slot -- press [YES] to enter the Quick Assign menu
- Browse to a sample file using the Arrow keys. Select a drum loop or one-shot with [YES]
- The sample is now assigned. Press [TRIG 1] on the bottom row while in the SRC page to manually trigger the sample -- you should hear it play
- Now place a sequencer trigger: press [RECORD] to enter Grid Recording mode, then press [TRIG 1] to place a trigger on step 1. The TRIG key lights up
- Press [PLAY] -- the sample plays on beat 1 of every bar
- While playing, press [TRIG 5], [TRIG 9], [TRIG 13] to add more triggers -- now it plays every beat
Exercise 4: Save Your Work (3 min)
- Press [STOP]
- Save the Part: press [FUNC] + [PART] -- select SAVE and confirm. The Part now stores your machine assignment, sample, and settings
- Save the Project: press [FUNC] + [PROJ] -- confirm. Your work is now on the CF card
- Test the safety net: change something (turn any Data Entry knob on the AMP page). Now press [FUNC] + [CUE] -- the Part reloads and your change is undone. This is your "home base" gesture
Output Checklist
- I can select any of the 8 tracks with the TRACK keys
- I can switch between Track Parameter pages (SRC, AMP, LFO, FX1, FX2)
- I loaded a sample onto Track 1 via the Quick Assign menu
- I placed triggers in Grid Recording mode
- I saved the Part and the Project
- I tested [FUNC] + [CUE] to reload the Part (undo)
Key Takeaways
- The OT's interface is track-centric: select a track, then see/edit its parameters
- Every sound parameter lives on one of 5 Track Parameter pages: SRC, AMP, LFO, FX1, FX2
- [FUNC] + [CUE] is your undo button -- save your Part, experiment, and reload to come home
Next Session Preview
Next up: exploring the demo patterns to hear what the OT can do, and learning the crossfader and muting gestures that form the basis of live performance.