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 02: Demo Patterns & Factory Tour
Session 02: Demo Patterns & Factory Tour
Objective: Play through the factory demo patterns to feel the 8-track structure, the crossfader, and the mute/unmute gestures that form the basis of every OT performance.
Press [PLAY] on a demo pattern. Slowly move the crossfader from left to right. Listen. Move it back. You just performed scenes — without knowing what scenes are. That sensation is what the rest of this curriculum unlocks intentionally.
Warm-Up (2 min)
From Session 01, you can already select tracks and trigger samples. Power on the OT, press [PLAY], and let a pattern run for 30 seconds. Press [FUNC] + [TRACK 1] to mute Track 1, then again to unmute. That muscle memory — function-held, track-tapped — is the warm-up gesture for almost every performance trick in the OT.
Setup
Start from the basic project (or load the factory demo project if you cleared yours). Make sure the CF card has factory content. Tracks 1-8 should have machines assigned. Volume on monitors set to a comfortable level.
Exercises
Exercise 1: Tour the Demo Patterns (5 min)
- Press [PTN] + [TRIG 1] (Pattern A01). Press [PLAY]. Listen for 30 seconds
- Stop. Press [PTN] + [TRIG 2] (Pattern A02). Play. Listen
- Repeat for A03, A04, A05, A06, A07, A08 — give each one a half-minute
- As each pattern plays, identify which of the 8 tracks is making which sound. Use [TRACK 1] through [TRACK 8] to focus on one track at a time — the screen and parameter grid update for the selected track
- Notice: every pattern uses all 8 tracks differently. The OT's "song" is patterns × tracks × parameters
Exercise 2: Crossfader Feel (5 min)
The crossfader morphs between Scene A (left) and Scene B (right). You don't need to understand scenes yet — just feel the change.
- Choose a pattern that sounds dense (try A03 or A05). Press [PLAY]
- Slide the crossfader all the way left. This is Scene A — typically the "clean" version
- Slowly slide right over 8 beats. Listen for: filter sweeps, delay opening up, lo-fi character, volume fades
- Hold at full right (Scene B) — that's the "destination" sound
- Slide back left over 4 beats — faster transitions feel more rhythmic
- Try jumpy moves: slam left, slam right, in time with the kick. The crossfader IS your performance instrument
Exercise 3: Mute / Unmute the 8 Tracks (5 min)
This is your second performance gesture. With a pattern playing:
- [FUNC] + [TRACK 1] — kick mutes (assuming Track 1 is the kick). Hear the gap
- [FUNC] + [TRACK 1] — kick back. The pattern lifts
- Try removing one track at a time, then everything except one track. Solo by elimination
- Build a 16-bar performance: bars 1-4 full mix, bars 5-8 drums only, bars 9-12 add melodic tracks, bars 13-16 full mix back
- Combine with crossfader: mute drums, slide crossfader right for an FX swell, slide back left and unmute drums on the downbeat
Exploration (if time allows)
- Try [CUE] + [TRACK] — that routes the track to the cue output (headphones) instead of muting. Useful for previewing
- While a pattern plays, press [BANK] + [TRIG 2] to jump to Bank B's patterns. Different banks usually have different vibes
- Note 5 patterns that inspire you for later — write the bank+pattern numbers (e.g., "A03, B05, C01, C04, D02")
Output Checklist
- I played through at least 8 demo patterns
- I felt the crossfader morphing the sound between Scene A and Scene B
- I muted and unmuted individual tracks while a pattern was playing
- I built a basic 16-bar mute/unmute performance on one pattern
- I noted 5 favorite demo patterns with their bank+pattern numbers
- I can describe what one track contributes to a pattern (e.g., "Track 3 in A05 is the bassline")
Key Takeaways
- The OT's basic performance vocabulary is just three things: track keys, [FUNC] + track to mute, and the crossfader
- The crossfader morphs the entire mix between two states — you'll learn to design those states in Module 7
- Every demo pattern is a working example of how someone else assembled the 8 tracks — they're a goldmine of inspiration
Next Session Preview
Next we leave the factory content behind and create our own clean project from scratch — set, project, sample folders on the CF card, and our own Flex slot list. The "LEARN" project becomes our lab bench for the rest of the curriculum.