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 08: Thru & Neighbor Machines
Session 08: Thru & Neighbor Machines
Objective: Use the Octatrack as a real-time effects processor for external gear. Set Track 1 = Thru to bring Input A/B through the FX engine. Set Track 2 = Neighbor to chain a second pair of effects on top. Hear your synth, guitar, or drum machine transformed.
Plug audio into Input A/B. Set Track 1 = Thru, INAB = ON. Open FX1 = Echo Freeze Delay. Play your external gear. The OT is now a delay processor.
Warm-Up (2 min)
You've spent 7 sessions playing samples out of the OT. Now you're playing audio into the OT and back out — the box becomes a stereo effects rack. Plug headphones in and confirm you hear the OT's internal sound. Power your external instrument. We're about to bridge them.
Setup
Start from the LAB project. You need:
- An external audio source (synth, drum machine, guitar through DI, mic, phone)
- Cables from that source to Input A and Input B on the OT's rear panel
- Monitors or headphones on the OT main outputs
Set the input gain: press [MIX], adjust GAIN A and GAIN B so the level meters bounce healthily without clipping when your source plays. Press [NO] to close the mixer.
Exercises
Exercise 1: Track 1 = Thru Machine (5 min)
Thru is the simplest: pass audio in, route it through the track's effects, send it to main out.
- Press [TRACK 1], then [FUNC] + [SRC] to open SRC SETUP
- Set MACH =
THRU(turn knob A) - Set INAB =
ON— this routes Input A and B as the source for this track - (Optional) Set INCD =
OFFif you have separate gear on inputs C/D you don't want here - Press [NO] to exit setup
- Press [SRC] — Source page now shows Thru parameters (no sample, just input routing)
- Play your external instrument. You should hear it through the OT's main output
Exercise 2: Add Effects to the Thru Track (4 min)
Now the OT becomes the effects processor.
- With Track 1 still selected, press [FX1] to open the FX1 page
- Press [FUNC] + [FX1] to open FX1 SETUP — choose an effect. Try
LO-FI COLLECTION(knob A cycles types) - Press [NO] to exit setup
- On the FX1 page, turn knobs B-F to dial in the effect — bit reduction, sample rate reduction
- Play your external source — you should hear it lo-fi'd in real time
- Try other effects:
12/24DB MULTI MODE FILTERfor filter sweeps,ECHO FREEZE DELAYfor dub,GATEBOX PLATE REVERBfor space
Exercise 3: Track 2 = Neighbor — Chain More Effects (5 min)
Each track has 2 effects (FX1 + FX2), so 1 Thru track gives you 2 effects. Neighbor lets you chain another track's worth of effects after.
- Press [TRACK 2], then [FUNC] + [SRC] to open SRC SETUP
- Set MACH =
NEIGHBOR - Press [NO] to exit. Track 2 is now picking up Track 1's output (Thru → its FX1/FX2 → into Track 2)
- On Track 2, press [FUNC] + [FX1] and assign another effect — try
ECHO FREEZE DELAY - Press [FUNC] + [FX2] and assign
GATEBOX PLATE REVERB - Play your external source. The signal is now: Input → Track 1 Thru → FX1 (lo-fi) → FX2 (any) → Track 2 Neighbor → FX1 (delay) → FX2 (reverb) → Main Out
- You just chained 4 effects on a single external signal. The OT is now a serious FX processor
Exercise 4: Mix Live Input with Internal Tracks (4 min)
Thru tracks aren't isolated — they share the OT's mixer with your sample tracks.
- Set Track 3 to Flex, load a drum loop, place trigs on 1, 5, 9, 13. Press [PLAY]
- Now play your external instrument with Tracks 1+2 routing it through the lo-fi → delay → reverb chain
- You hear: drum loop from Track 3 + your processed external signal — a full mix
- Use the Level knob (top-right) to balance: select Track 1 with [TRACK 1], set its level relative to the drum track
- Mute/unmute the external Thru with [FUNC] + [TRACK 1] to hear the difference
Exploration (if time allows)
- Sample your external input via track recorder (Module 9 preview): with Thru routed, set up REC1 to capture Input A/B, press [TRACK 1] + [REC1] to record. Now you have your processed take as a sample
- Try Track 1 = Thru on Input C/D (set INAB = OFF, INCD = ON) for a second simultaneous external source
- Mute the Neighbor (Track 2) by unmuting/muting it — you can hear "with chain" vs. "without chain" comparisons
Output Checklist
- I connected an external audio source to Input A/B
- I set Track 1 = Thru with INAB = ON and heard external audio through the OT
- I added at least one effect on the Thru track and heard it process the external source
- I set Track 2 = Neighbor and chained 2 more effects on top
- I mixed the live external signal with an internal sample-based track
- I can describe the signal flow: Input → Thru → FX → Neighbor → FX → Main Out
Key Takeaways
- Thru machine routes external Input A/B (or C/D) through a track — no sample needed
- Neighbor machine picks up the previous track's output, letting you chain another 2 effects
- This makes the OT an 8-track effects processor for your studio (you can have multiple Thru tracks for multiple external sources)
- All the same FX1 + FX2 + LFO + scenes apply — your effects can be modulated, p-locked, and morphed via crossfader
Next Session Preview
Next: Pickup machines (Session 09 — already drafted). The OT becomes a live looper. Record a 4-bar phrase from your external source, loop it, overdub on top. Pickup is the OT's third superpower (after sequencing and effects processing).