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 14: Parameter Locks & Sample Locks
Session 14: Parameter Locks & Sample Locks
Objective: Master the OT's most powerful compositional feature — parameter locks. Lock any parameter on any step, swap samples per step (sample locks), and build a melody from a single sample using pitch p-locks.
Hold a [TRIG] step. While holding, turn any Data Entry knob. That step is now p-locked — its parameter value differs from the rest of the pattern. Release. Magic.
Warm-Up (2 min)
In Session 10, you p-locked the filter cutoff on a few steps. That was a teaser. This session is the full method. Press [PLAY] on any pattern with at least one trig per beat. Imagine: every step could have completely different parameter values. That's what we're about to unlock.
Setup
Start from the LAB project. You need:
- Track 1: a drum kit Flex slot OR a sliced break loop (if you completed Session 06)
- Track 2: a melodic sample — single note, pitched (a synth one-shot, a sung note, a piano hit)
- Trigs already placed on both tracks (e.g., trigs on 1, 5, 9, 13)
Exercises
Exercise 1: Your First Parameter Lock (4 min)
The fundamental gesture: hold a trig, turn a knob, release.
- Press [STOP]. Press [TRACK 1]. Place trigs on [TRIG 1, 5, 9, 13]
- Press [FX1] to view the FX1 page (assuming Multi Mode Filter from Session 10)
- Set FREQ =
100(open filter). All trigs play with cutoff at 100 - Hold [TRIG 5] — keep it pressed. The screen shows "STEP 5 LOCKED" with current parameter values
- While still holding, turn knob B (FREQ) down to
40. The screen updates — step 5's locked FREQ value - Release [TRIG 5]. Step 5 LED color changes (often brighter or different hue) — that's the visual indicator of a locked step
- Press [PLAY]. You hear: kick, kick (filtered), kick, kick. Step 5 is filtered, others are open
Exercise 2: Multiple P-Locks on One Step (4 min)
A single step can lock as many parameters as you want.
- With step 5 already locking FREQ, hold [TRIG 5] again
- Switch to FX2 by pressing [FX2] (still holding TRIG 5? — release and re-hold if needed; some firmware requires re-hold per parameter page)
- While holding TRIG 5 on the FX2 page (Echo Freeze if you set it up), turn knob A (TIME) to
16(half-note) - Release. Step 5 now has p-locks on FREQ (FX1) AND TIME (FX2) AND any others you add
- Press [PLAY] — step 5 is filtered AND has a different delay time
Exercise 3: Build a Filter Sweep Across the Pattern (4 min)
P-lock the same parameter on multiple steps to create motion.
- Stop the sequencer. On Track 1, hold [TRIG 1] + set FREQ to
30 - Hold [TRIG 5] + set FREQ to
60 - Hold [TRIG 9] + set FREQ to
90 - Hold [TRIG 13] + set FREQ to
120 - Press [PLAY]. Each kick opens the filter further — manual filter sweep without an LFO
- Slide trig trick (from Session 13): convert each of those trigs to a slide trig — the FREQ now interpolates smoothly from one step to the next instead of jumping
Exercise 4: Sample Locks — Different Sample Per Step (5 min)
Beyond parameter locks, the OT lets you lock the SAMPLE itself per step.
- Press [TRACK 1]. Make sure track is FLEX with a slot list (at least 4 samples loaded — kick, snare, hat, clap)
- Trigs on 1, 5, 9, 13 with kick (slot 1) — pattern plays kicks
- Hold [TRIG 5] — while holding, press the YES key (or in some firmware, hold + tap a different slot). The sample lock menu opens
- Choose a different slot (say, slot 2 = snare). Confirm
- Release. Step 5's sample is now snare instead of kick — visible by a different LED color or indicator
- Repeat for steps 9 (= hat from slot 3), 13 (= clap from slot 4)
- Press [PLAY]. Pattern is now: kick, snare, hat, clap — full drum pattern from a single track using sample locks
Exercise 5: Build a Melody from a Single Note Sample (6 min)
This is the OT's killer compositional move.
- Press [TRACK 2]. Make sure it has a melodic single-note sample (e.g., a synth note in C2)
- Set up some trigs: place trigs on [TRIG 1, 3, 5, 7, 9, 11, 13, 15] (every other step)
- Press [SRC] to see the source page. The PITCH parameter is on this page (knob B on most firmware)
- With trigs in place but pitch all default, you hear the same note 8 times — boring
- Now lock pitches per step:
- Hold [TRIG 1], set PITCH to
0(C, root) - Hold [TRIG 3], set PITCH to
+3(Eb, minor 3rd) - Hold [TRIG 5], set PITCH to
+5(F) - Hold [TRIG 7], set PITCH to
+7(G, fifth) - Hold [TRIG 9], set PITCH to
+10(Bb, minor 7th) - Hold [TRIG 11], set PITCH to
+12(C, octave) - Hold [TRIG 13], set PITCH to
+7(G) - Hold [TRIG 15], set PITCH to
+5(F)
- Hold [TRIG 1], set PITCH to
- Press [PLAY]. You just composed a minor pentatonic melodic line from one sample
- The point: the OT is a melodic sequencer disguised as a sampler. Pitch p-locks turn any sample into a playable instrument
Exploration (if time allows)
- Combine sample locks AND p-locks on the same step: hold [TRIG 9], change the sample to a snare AND lock the FX1 reverb wet to 80. The snare on step 9 has different sound AND different FX
- P-lock the LFO depth or destination per step (Module 6 preview) for moving modulation
- View all p-locks on a track: press [FUNC] + [TRACK] in some modes to highlight which steps have locks (firmware-dependent)
- Save the project — your p-locked patterns are valuable
Output Checklist
- I p-locked at least one parameter on at least one step
- I p-locked multiple parameters on the same step
- I built a manual filter sweep using p-locks across 4+ steps
- I sample-locked at least one step to a different slot
- I built a melody from a single sample using pitch p-locks across 8 steps
- I saved the project with my p-locked pattern
Key Takeaways
- Hold [TRIG] + turn knob = p-lock. The single most-used gesture for OT composition
- Sample locks swap the sample per step — turns one track into a multi-sample instrument
- Pitch p-locks turn a single-note sample into a melodic instrument — the OT's secret weapon
- A single step can carry many p-locks (parameter locks AND sample locks AND pitch locks AND FX locks) — full sound design per step
Next Session Preview
Next: conditional trigs and fill mode. Make patterns generative — trigs that fire every other loop, on a 50% chance, only during fills. Patterns that evolve over 32 loops without ever repeating identically.