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 04: Loading & Assigning Samples
Session 04: Loading & Assigning Samples
Objective: Master the two ways to load samples (Quick Assign and SRC Setup), understand when to use Flex vs. Static, and learn to swap samples between tracks without breaking your pattern.
On any track, press [SRC], turn Data Entry knob A to highlight the SLOT, press [YES] — Quick Assign opens. Browse, pick a sample. You just loaded a sample. Repeat on any track.
Warm-Up (2 min)
From the LAB project (Session 03), you already have 8 samples in the Flex slot list. Press [TRACK 1], [SRC], look at the slot. Turn Data Entry knob A — the slot number changes between your loaded samples. The sample on Track 1 follows. Cycle through slots 1-8 quickly to refresh which sample is which.
Exercises
Exercise 1: Quick Assign — The Fast Path (4 min)
Quick Assign is the workflow you'll use 90% of the time.
- Press [TRACK 2] (any unused track)
- Press [SRC] — Source page open
- Turn Data Entry knob A to highlight the SLOT field. Press [YES]
- Quick Assign menu opens — it shows the project's Flex slot list and the Audio Pool
- Use [UP]/[DOWN] to browse, [RIGHT] to enter a folder, [LEFT] to go up
- Find a sample, press [YES] — it's assigned to Track 2 AND added to the next free Flex slot
- Press [NO] to close. Track 2 now has a sample. Place a [TRIG] and press [PLAY] to confirm
Exercise 2: SRC Setup — When You Need Control (5 min)
SRC Setup is for when Quick Assign is too quick — when you want to choose which slot, change machine type, or modify slot attributes.
- Press [TRACK 3], then [FUNC] + [SRC] to open SRC SETUP (a deeper menu than the SRC parameter page)
- Top of the SRC SETUP page:
- MACH — machine type: FLEX, STATIC, THRU, NEIGHBOR, PICKUP, MASTER
- SLOT — which slot from the project's slot list (Flex or Static)
- MIDI MODE (lower) — for MIDI tracks; ignore for now
- Turn knob A to keep MACH =
FLEX. Turn knob B to choose a SLOT — try slot 5 (whatever you loaded there in Session 03) - Press [NO] to exit SRC SETUP — you're back on the SRC parameter page
- Track 3 is now playing slot 5's sample. Place a [TRIG] to confirm
Exercise 3: Flex vs. Static — Choose by Use Case (5 min)
Both are for sample playback. The difference matters for performance and longer audio.
- Press [TRACK 4], [FUNC] + [SRC], set MACH to
STATIC. Press [NO] - Press [YES] in the SLOT field — Static has its own slot list (separate from Flex). Browse to a long sample (a 30-second drone or a backing track loop). Assign it
- Place a single [TRIG 1] trigger and press [PLAY]. Listen — Static plays the sample directly from the CF card
The trade-offs:
| Aspect | Flex | Static |
|---|---|---|
| Storage location | RAM (80 MB total across all flex slots) | Streamed from CF card |
| Sample length | Short to medium (loops, hits) | Long (full backing tracks, ambient beds) |
| Swap speed | Instant (RAM-fast) | Slight load when changing slots |
| P-lock-friendliness | Excellent — every step can be a different slot | Limited — fewer slot swaps per second |
| Use case | Drums, melodic loops, anything p-locked | Backing tracks, long ambient, vocal stems |
- Rule of thumb: drums and short loops → Flex. Anything > 10 seconds or for backing → Static. You can mix both in one project freely.
Exercise 4: Sample Swap While Playing (4 min)
This is the OT's killer feature for live use.
- With your pattern playing (kick on Track 1, snare on Track 2, hat on Track 3), press [TRACK 1]
- Press [SRC], turn Data Entry knob A — SLOT changes in real-time
- Cycle through your 8 Flex slots while the pattern plays. The kick slot becomes a snare slot becomes a hat slot
- Settle on a sample you like for the kick role. Press [FUNC] + [PROJ] to save
- Repeat on Tracks 2, 3 — find new samples for the snare and hat without stopping
- The pattern's structure (which steps trigger) doesn't change — only the sound on each track. This is why p-locked sample swaps are so powerful in Module 5
Exploration (if time allows)
- In Quick Assign, press [FUNC] + [YES] to assign WITHOUT adding to the slot list (uses an existing slot). Useful when slots are filling up
- Hold [FUNC] while turning Data Entry knob A on the SRC page — jumps slots faster
- Look at the slot list directly: from any page, press [FUNC] + [BANK] then navigate — the full Flex and Static slot lists for the project
Output Checklist
- I used Quick Assign to load a sample into a track
- I used SRC Setup to manually choose machine type and slot
- I loaded at least one Static machine with a longer sample
- I swapped samples between tracks while a pattern was playing
- I can describe when to choose Flex vs. Static
- I saved the project after my changes
Key Takeaways
- Quick Assign = fast load (knob A → [YES] → browse → [YES])
- SRC Setup = full control (FUNC + SRC → choose MACH and SLOT explicitly)
- Flex for short, p-lockable, instant-swap samples; Static for longer streaming material
- The slot list is your project's sample inventory — keep it tidy, label slots if you can
Next Session Preview
Next: the Audio Editor (AED) — set start/end points, define loop modes, normalize gain, save edits back to the slot. Once you can edit samples on the OT itself, you stop needing your computer for half the work.