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 11: Time-Based FX — Delay, Reverb, Chorus, Phaser, Flanger
Session 11: Time-Based FX — Delay, Reverb, Chorus, Phaser, Flanger
Objective: Master the OT's time-based effects — the signature Echo Freeze Delay (with its buffer freeze trick), the three reverbs (Plate, Spring, Dark), and the modulation FX (chorus, phaser, flanger). Build a dub-style delay pattern.
FX2 = ECHO FREEZE DELAY. Set TIME = 32 (half-note sync), FB = 70 (lots of feedback). Place a single trig on step 1 with a vocal or stab sample. The delay carries it through the whole pattern. That's dub.
Warm-Up (2 min)
From Session 10, your filter-and-EQ chops are sharp. Now we add depth and space. Press [PLAY] on a pattern with a drum loop. Imagine: that loop in a small bathroom (slap delay), a concert hall (long reverb), a cassette recorder (chorus pitch wobble). All three are coming.
Setup
Start from the LAB project with Track 1 = drum loop and Track 2 = a melodic sample (synth stab, chord, vocal phrase). Have at least one trig on each track. Press [PLAY] to confirm.
Exercises
Exercise 1: Echo Freeze Delay — The OT's Signature Effect (8 min)
Every Octatrack player knows Echo Freeze. It's not just a delay — it can capture and loop the buffer.
- Press [TRACK 2] (your melodic track), then [FUNC] + [FX2] to open FX2 SETUP
- Choose
ECHO FREEZE DELAY. Press [NO] - FX2 parameters:
- TIME (knob A) — delay time. Sync mode: 1=32nd, 2=16th, 4=8th, 8=quarter, 16=half, 32=whole. Free mode = ms
- FB (knob B) — feedback amount, 0-127. Above 100 starts to self-oscillate
- HP / LP — high-pass / low-pass on the feedback path (color the repeats)
- WIDTH — stereo spread of repeats
- MIX — wet/dry balance
- FREEZE — toggle. Captures and loops the current buffer
- Set TIME =
8(8th note), FB =60, MIX =30. Press [PLAY] - The melodic stab now has a series of repeats — classic delay
- Turn FB up to
90. Repeats get longer and more dense. Approaching feedback chaos - Turn HP up to
40— repeats become thinner, less muddy. Standard dub move - Turn LP down to
60— repeats get darker, more vintage
Exercise 2: The Freeze Trick (4 min)
Freeze captures whatever is currently in the delay buffer and loops it indefinitely.
- With Echo Freeze running on Track 2, set FB =
70so there's a healthy delay tail - Hold [TRIG] on a step where a strong note hits. While the note is in the delay buffer, toggle FREEZE = ON (turn the FREEZE knob)
- The current buffer locks — repeating endlessly. Even if the source stops, the freeze keeps going
- Now play the source again. Freeze is still locked, so the new audio passes dry through
- Toggle FREEZE = OFF when you want to release — the delay tail unfreezes and decays naturally
- P-lock the freeze: hold a [TRIG], turn FREEZE to ON, release. That step toggles freeze; another step can toggle it off. You can sequence freeze on/off rhythmically
Exercise 3: The Three Reverbs (5 min)
OT has three reverb algorithms — each has a distinct character.
- Press [TRACK 1] (drum loop). Press [FUNC] + [FX1] → choose
GATEBOX PLATE REVERB. Press [NO] - FX1 parameters:
- TIME — decay length
- PRE — pre-delay (silence before reverb starts)
- HP / LP — frequency shaping on the reverb tail
- GATE — gate length (Gatebox = gated reverb, classic 80s drums)
- MIX — wet/dry
- Set TIME =
60, PRE =20, MIX =30. Listen — the drums get a Phil Collins-style ambient halo - Now switch the effect: [FUNC] + [FX1] →
SPRING REVERB. Distinctive boingy character — surf-rock guitar amp - Switch again:
DARK REVERB. Dense, atmospheric, long. Best for ambient pads - Pick the right reverb: Plate for vocals/snares (smooth), Spring for character (boingy), Dark for textures (atmospheric)
Exercise 4: Modulation FX — Chorus, Phaser, Flanger (4 min)
Three quick stops on the modulation FX tour.
- Press [TRACK 2] (your melodic). Set [FUNC] + [FX1] →
2 10 TAP CHORUS. TIME =40, FB =30, MIX =40. Listen — adds width and shimmer - Switch FX1 →
2 10 STAGE PHASER. Adjust SPEED, FB. Get the classic sweeping movement (sounds like a jet) - Switch FX1 →
FLANGER. Like phaser but more metallic/sharper. SPEED low + FB high = comb-filter resonance - Quick mental map:
- Chorus = thickening, width (subtle)
- Phaser = swirling movement (medium intensity)
- Flanger = metallic jet whoosh (intense)
Exercise 5: Build a Dub-Style Pattern (2 min)
Combine everything.
- Track 1 (drums) — FX1 = Plate Reverb (TIME = 40, MIX = 20)
- Track 2 (stab) — FX1 = Multi Mode Filter (LP, slowly modulated cutoff via LFO Module 6 preview), FX2 = Echo Freeze Delay (TIME = 16, FB = 70, MIX = 35)
- Mute Track 2 with [FUNC] + [TRACK 2]. Drums alone with reverb tails
- Unmute Track 2. The stab fires, delay carries it through. Mute again — delay tails ring out over the drums
- Save: [FUNC] + [PROJ]
Exploration (if time allows)
- Try TIME =
64(whole note) on Echo Freeze with FB = 30 for slow dub-style washes - P-lock the FREEZE parameter to toggle on at step 1 and off at step 9 — half-bar of frozen buffer
- On the Chorus, set TIME high and FB high — turns into a comb-filter-like resonance, not a chorus
Output Checklist
- I configured Echo Freeze Delay on at least one track
- I used the Freeze toggle to lock and release the delay buffer
- I tried all three reverbs (Plate, Spring, Dark) and can describe their differences
- I sampled the chorus, phaser, and flanger
- I built a dub-style pattern with delay tails carrying over muted/unmuted melodic tracks
- I saved the project
Key Takeaways
- Echo Freeze Delay is the OT's most distinctive effect — sync to tempo, freeze for ambient pads, p-lock for rhythmic freeze gestures
- Three reverbs: Plate (smooth), Spring (boingy/character), Dark (atmospheric/long)
- Modulation trio: Chorus (subtle thickening), Phaser (swirling sweep), Flanger (metallic jet)
- Time-based effects + muting = dub workflow: source mutes but the tails keep going
Next Session Preview
Next: character effects — Lo-Fi Collection (bit/sample-rate reduction), Dynamix Compressor (glue), Comb Filter (metallic resonance), Spatializer (stereo width). The "destruction and detail" effects.