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 13: Grid & Live Recording — All Trig Types
Session 13: Grid & Live Recording — All Trig Types
Objective: Switch fluently between Grid Recording (step entry) and Live Recording (real-time tap-in), and place each of the OT's 7 trig types — sample, note, lock, trigless, one-shot, swing, slide. Hear the difference each makes.
Press [RECORD] = Grid Mode (place trigs). Press [PLAY] + [RECORD] = Live Mode (tap trigs in real time). Try each. Live mode feels like a drum machine; Grid mode feels like a piano roll.
Warm-Up (2 min)
Up to now, you've placed trigs in Grid Recording mode (press [RECORD], tap [TRIG] keys). That's one of two recording modes. The other — Live Recording — turns the OT into a real-time drum machine. You're about to feel the difference.
Setup
Start from the LAB project. Track 1 should have a drum loop or kit (a kick on a Flex slot is fine). Tracks 2-3 should have other percussion or melodic samples. Set tempo to 120 BPM ([TEMPO] + Level knob).
Exercises
Exercise 1: Grid Recording — Step Entry (4 min)
Grid mode places trigs on specific steps without playback running.
- Press [STOP] (sequencer stopped). Press [RECORD] — RECORD LED steady on
- Press [TRACK 1]. Now press [TRIG 1], [TRIG 5], [TRIG 9], [TRIG 13] — kicks on every beat
- Press [TRACK 2] (snare). Press [TRIG 5], [TRIG 13] — snares on beats 2 and 4
- Press [TRACK 3] (hat). Press [TRIG 3], [TRIG 7], [TRIG 11], [TRIG 15] — hats on offbeats
- Press [PLAY] to listen — basic 4-on-the-floor with hat. Press [STOP], [RECORD] to exit grid mode
Exercise 2: Live Recording — Real-Time Tap (4 min)
Live mode lets you tap trigs while the sequencer plays — like playing a drum pad live.
- Clear the pattern: [FUNC] + [CLEAR] while in Grid Recording (clears track), or just press [TRIG] keys to remove trigs
- Press [PLAY] — sequencer running with empty pattern. Press [RECORD] while playing — both LEDs lit. You're in Live Recording
- Press [TRACK 1] (kick). Now tap [TRIG 1] in time with the click — tap once per bar
- Switch to Track 2 ([TRACK 2]), tap [TRIG 1] to lay snares on the beat
- Live mode quantizes to the nearest step (default). Your taps land on grid positions
- Press [RECORD] to exit live mode but keep playing. Press [STOP] to end
Exercise 3: Sample Trigs vs. Note Trigs (3 min)
Two fundamentally different trig types.
- Press [STOP], [RECORD]. Press [TRACK 1]. Tap [TRIG 1] — that's a SAMPLE TRIG (default). It plays the track's current sample
- Now make a NOTE TRIG: hold [FUNC] + tap [TRIG 1] to remove the sample trig. Then press [TRIG 5] — sample trig
- Note trigs are for melodic playback: hold a [TRIG] key + turn knob A on the SRC page to set a pitch. Note trigs play the sample at that pitch
- Hold [TRIG 5], look at the screen — it shows current parameters for that step. Turn Data Entry knob B (or look for PITCH) to set the played pitch
- Note trigs are LEDed slightly differently than sample trigs — usually a different color brightness
Exercise 4: Lock Trigs, Trigless Trigs, One-Shot Trigs (4 min)
Three less-common but powerful trig types.
- Lock trig — a trig that only changes parameters, doesn't trigger sample. Useful for parameter changes mid-pattern without re-triggering audio
- Hold a step that's already a sample trig. Press [FUNC] while holding to convert to a lock trig (or vice-versa). LED color changes. Now that step's p-locks apply, but the sample doesn't re-trigger
- Trigless trig — pure parameter automation, no sample play. Same as a lock trig in newer firmware. Used heavily for filter sweeps without re-triggering each step
- One-shot trig — fires only once, then stops the trig. Useful for fills that happen exactly once (you have to manually re-arm). Held [FUNC] + [TRIG] in Bank Selector mode toggles ONE SHOT (firmware-dependent)
Exercise 5: Swing Trigs and Slide Trigs (5 min)
Two trig types that change feel.
- Swing: not a trig type per se, but a per-track or per-pattern setting. Press [FUNC] + [TEMPO] to access SWING — adjust 50-80% (50% = no swing, 60% = light swing, 75% = heavy shuffle)
- With swing at 60%, your hat pattern (3, 7, 11, 15) feels groovier — the offbeats land slightly late
- Slide trig: glides parameters from the previous step's value to this step's value. Useful for portamento, filter sweeps, pitch slides
- Hold a [TRIG] step that has different parameter values from the previous step. Press the SLIDE button (or use the trig types menu, firmware-dependent)
- On playback, the parameters interpolate smoothly between steps instead of jumping
- Try slide on a note trig: step 1 plays note
C2, step 9 plays noteG2, slide trig on step 9 — pitch glides from C2 to G2 over the intervening time
Exploration (if time allows)
- In Live Recording mode, press [FUNC] + [TRACK] to mute that track during recording — useful for "drop-in" overdubs
- Try unquantized live recording: in PROJECT > MIDI/SYNC, set RECORD QUANTIZE = OFF. Now your taps land exactly when you tapped (microtiming)
- Combine: place sample trigs on beats 1, 5, 9, 13. Place lock trigs on 3, 7, 11, 15 — those steps p-lock the filter cutoff to descending values. Result: 4-on-the-floor with a stair-step filter sweep, but the sample only re-triggers on the kick
Output Checklist
- I placed trigs in Grid Recording mode
- I placed trigs in Live Recording mode while playback ran
- I created at least one note trig with a custom pitch
- I converted a sample trig to a lock/trigless trig
- I adjusted swing and heard the rhythmic shift
- I tried at least one slide trig with parameter interpolation
Key Takeaways
- [RECORD] alone = Grid Recording (step entry, sequencer stopped); [PLAY] + [RECORD] = Live Recording (tap in time)
- 7 trig types: sample (default), note (pitched), lock (params only), trigless (=lock), one-shot, swing (groove setting), slide (parameter glide)
- Lock/trigless trigs are the secret to changing sound mid-pattern without re-triggering — heavy use case in p-lock-driven patterns
- Swing and slide are the feel/expression layer — they make patterns groove instead of march
Next Session Preview
Next: parameter locks. The OT's most powerful compositional feature. Lock the filter cutoff on step 5. Lock a different sample on step 9. Build a melody from a single note sample by p-locking pitch. This is where compositions emerge from beats.