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 07: Flex & Static Machines Deep Dive
Session 07: Flex & Static Machines Deep Dive
Objective: Compare Flex and Static machines side by side. Load the same sample as both, hear the difference, and build a pattern that uses each for what it does best — Static for a long backing track, Flex for fast-swapping drums.
Set Track 1 = Flex (drum hit), Track 2 = Static (long pad or drone). Trigger both. Notice the Flex hit is instant; the Static fills the space with a longer sound. That's the whole distinction.
Warm-Up (2 min)
From Session 06, you have a sliced drum loop on Flex. Press [PLAY] and listen — Flex's instant slot swaps make slicing possible. Press [STOP]. The point of this session: what Flex can't do well, Static can.
Setup
Start from the LAB project. You'll need:
- One short sample (drum loop or hit) loaded in a Flex slot
- One long sample (30 seconds to 2 minutes) — a backing track, ambient drone, vocal stem, or extended pad. If you don't have one, find any long .wav file in your Audio Pool
Exercises
Exercise 1: Same Sample, Both Machine Types (5 min)
The clearest way to feel the difference: load identical audio as both Flex and Static.
- Pick a medium-length sample — try a 4-bar drum break (~8 seconds)
- Set Track 1 to Flex, load the sample (you should already have one in your slot list — pick that)
- Set Track 2 to Static: press [TRACK 2], [FUNC] + [SRC], MACH =
STATIC. Press [NO] - In SLOT, press [YES] to open Quick Assign — browse to the same .wav file. Press [YES] to load (it adds to the Static slot list)
- Place a single trig on [TRIG 1] for both tracks. Press [PLAY]
- Listen. With a short sample, the difference is subtle: Flex preloads to RAM (instant); Static streams from CF (tiny load delay on first trigger, then cached)
Exercise 2: Sample Swap Speed Test (5 min)
This is where Flex shines. Stress-test both with rapid slot changes.
- On Track 1 (Flex), place 8 trigs at every other step: [1, 3, 5, 7, 9, 11, 13, 15]
- Press [PLAY]. Now turn Data Entry knob A (START / SLOT) rapidly — sample changes between each trigger. Smooth, no glitches
- Stop. On Track 2 (Static), place 8 trigs the same way. Press [PLAY]
- Turn knob A — slower, less responsive. With long samples especially, you may hear the load
- Verdict: Flex is for high-frequency slot variation (per-step sample locks, slicing). Static fights you when you try this
Exercise 3: Static Excels at Long Material (6 min)
Flex caps at 80 MB total RAM. A 5-minute stereo loop at 44.1 kHz is ~50 MB — eats most of your Flex budget. Static streams it for free.
- Set Track 3 to Static. Load your long sample (30 sec to 2 min)
- Place a single [TRIG 1] trigger
- Press [PLAY] — the long sample plays from beginning to end
- While it plays, you have Tracks 1, 2, 4-8 free for drums, layers, etc. Static handed you a full backing track for ~zero RAM cost
- Trick: open AED on the Static slot and set LOOP = ON, with LOOP START at 0 and TRIM END at the natural loop point. Now the long sample loops continuously — perfect for ambient backing
- Trick 2: place multiple trigs at different steps but use SLICE on the Static (yes, Static can slice too) to jump to different sections of the long sample as it plays
Exercise 4: Build a Pattern Using Both (5 min)
Putting it together — a typical OT setup.
- Track 1 (Flex) — kick. Trigs on 1, 5, 9, 13. p-lock-friendly
- Track 2 (Flex) — snare. Trigs on 5, 13
- Track 3 (Flex) — hat. Trigs on 3, 7, 11, 15
- Track 4 (Static) — long ambient pad / drone. Single trig on 1, looping
- Track 5 (Flex) — bass one-shot. Trigs on 1, 7, 9, 13 with p-locked pitch (Module 5 preview)
- Press [PLAY]. Move the crossfader to feel space (we'll design scenes later)
- Track allocation principle: Flex for anything you'll p-lock heavily. Static for anything long and stable
Exercise 5: When to Reach for Each (2 min)
Mental model:
| If the sample is... | Use... | Why |
|---|---|---|
| Drum hit, 100 ms | Flex | RAM-instant, p-lock-friendly |
| Drum loop, 1-4 bars | Flex | Slice + sample-lock workflow |
| Synth one-shot | Flex | Pitch-lock per step |
| Vocal phrase, 4 bars | Either | Flex if you'll mangle, Static if you'll let it play |
| Backing track, 30+ seconds | Static | Saves Flex RAM for percussive work |
| Ambient drone, 1+ minutes | Static | Same as above, plus loop in AED |
| Field recording, 30 seconds | Static | Stream from card, mangle with effects |
Exploration (if time allows)
- Set Track 4 to Static, load a vocal stem, trigger once at step 1, and use [FX1] Echo Freeze Delay to dub it out — the Static + delay combo is a signature OT sound
- Stress-test Flex RAM: try loading a 2-minute stereo sample as Flex. The OT will refuse or warn. That's the 80 MB limit announcing itself
- Use [FUNC] + [BANK] (AED) on a Static slot to verify that all the editing operations from Session 05 work the same — they do
Output Checklist
- I loaded the same sample as both Flex and Static and heard the difference
- I tested rapid slot changes on Flex (smooth) vs. Static (less so)
- I loaded a long sample as Static and let it play as a backing track
- I built a pattern using Flex on tracks 1-3, 5 and Static on track 4
- I can articulate the use case for each machine type
Key Takeaways
- Flex = RAM-loaded, instant slot swaps, p-lock friendly. Use for drums, slices, anything you'll mangle
- Static = streamed from CF, longer samples, lower RAM cost. Use for backing tracks, drones, vocal stems
- A typical OT project uses 6 Flex + 2 Static or 7 Flex + 1 Static — flex-heavy because most musical work involves p-locking
- The 80 MB Flex RAM cap is real — Static is your escape hatch for long material
Next Session Preview
Next: Thru and Neighbor machines. We've been playing samples; now we route external audio through the OT for real-time effects processing. Connect a synth to Input A/B, set Track 1 to Thru, and the OT becomes an effects unit.