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 22: Parts Deep Dive — Save, Reload, Copy
Session 22: Parts Deep Dive — Save, Reload, Copy
Objective: Internalize what a Part stores vs. what a Pattern stores. Save your current state as Part 1. Copy it to Part 2. Modify Part 2 (different bass sample, different effects). End up with two completely different sounds sharing the same trigger patterns. This is the cornerstone of Octatrack songwriting.
Press [FUNC] + [PART] → SAVE → confirm. That captures all your machines, FX, scenes, and volumes as Part 1. Press [PART], select Part 2, copy from Part 1, switch to Part 2. Now swap Track 2's sample for something different. Same triggers, different sound.
Warm-Up (2 min)
Up to now you've been working in one Part. The Part is the OT's "preset slot" — it stores everything except the trigger patterns themselves. Press [FUNC] + [CUE] right now to reload the current Part. Anything you'd changed reverts. That gesture is your safety net, and Parts are about to become your songwriting structure.
Setup
Start from the LAB project with a 4-track pattern: Track 1 drums, Track 2 bass (a single bass sample with pitch p-locks from Session 14, ideally), Track 3 melodic pad, Track 4 hat or shaker. Each should have a Multi Mode Filter on FX1 and a reverb on FX2.
Save the Part now (you're about to overwrite it intentionally — better to have a clean baseline first): [FUNC] + [PART] → SAVE → confirm.
Exercises
Exercise 1: What's in a Part vs. a Pattern (4 min)
Get the mental model straight before doing any operations.
A Part stores:
- Track machine assignments (which slot is Flex/Static/Thru/Neighbor/Pickup)
- Sample slot list assignments per track
- All FX settings (FX1 type and parameters, FX2 type and parameters)
- LFO setup (waveforms, destinations, depths, speeds)
- Scene snapshots (all 16 slots, both Scene A and Scene B assignments)
- Track volumes (LEV) and mixer settings
- AMP envelope settings
A Pattern stores:
- Trigger placements (which steps fire on which tracks)
- Parameter locks (per-step parameter overrides)
- Sample locks (per-step sample swaps)
- Trig conditions (1:2, FILL, etc.)
- Trig types (sample trig, recorder trig, one-shot, slide, swing)
- Pattern length and time signature
- Tempo (when in pattern-tempo mode)
The split: Parts = sound design. Patterns = arrangement. A single Part can be paired with many Patterns. A single Pattern can be played under many Parts.
Exercise 2: Save Part 1 — The Verse Sound (4 min)
Capture your current state as Part 1 deliberately.
- With your 4-track pattern playing nicely, press [STOP]
- Press [PART] to open the Part menu — you see Part 1 highlighted (with a name slot if it has one)
- Press [FUNC] + [PART] to access Part operations. Select SAVE, confirm with [YES]
- Optionally rename: in the Part menu, edit the Part name to "VERSE" or similar (firmware-dependent gesture; usually a NAME or RENAME option)
- Save the Project: [FUNC] + [PROJ] → confirm. The Part is now persisted to the CF card
What just happened: Part 1 = a snapshot of your sound design. Even if you change everything in the next 10 minutes, [FUNC] + [CUE] reloads back to this exact state.
Exercise 3: Copy Part 1 to Part 2 (4 min)
Cloning a Part lets you preserve the verse sound while you experiment with a chorus variation.
- Press [PART] to open the Part menu
- Highlight Part 1 (the source). Open the Part operations: [FUNC] + [PART]
- Select COPY (or COPY PART) and confirm
- Highlight Part 2 (the destination)
- Open Part operations again: [FUNC] + [PART], select PASTE (or PASTE PART), confirm with [YES]
- Switch to Part 2: in the Part menu, navigate to Part 2 and press [YES]. The screen shows you're now editing Part 2
- Press [PLAY]. The pattern plays exactly as before — Part 2 is currently identical to Part 1
- Save Part 2 immediately so you have a fresh baseline: [FUNC] + [PART] → SAVE
Exercise 4: Transform Part 2 — Different Sound, Same Triggers (8 min)
Now diverge Part 2 dramatically while leaving the trigger patterns alone.
- With Part 2 active and pattern playing:
- Track 2 (bass): Open SRC. Use Quick Assign to swap the bass sample for something more aggressive (a distorted bass, a saw stab, an FM bass). The pitch p-locks from before still fire — same melody, different timbre
- Track 1 (drums): Press [FX1]. Increase the filter RESONANCE to
60, lower FREQ to80. Drums become more aggressive - Track 3 (pad): Press [FX2]. Swap the reverb type from Plate to Dark Reverb. Boost the MIX to
70. The pad becomes a wash of darker atmosphere - Track 4 (hat): Open AMP. Swap the AMP envelope to a much shorter release. The hats become tighter
- Press [PLAY]. Listen — same drum hits, same bass notes, same pad rhythm, but the sound is completely different. This is Part 2 as the chorus
- Save Part 2: [FUNC] + [PART] → SAVE
Exercise 5: Toggle Between the Two Parts Live (3 min)
Switching Parts mid-pattern is a song-section transition.
- Press [PLAY]. Pattern plays under Part 2 (the chorus sound)
- Press [PART], navigate to Part 1, press [YES]. The Part switches between bars (typically — the OT quantizes Part changes to the pattern boundary so it doesn't glitch mid-bar)
- The same triggers now sound like Part 1 (the verse). Switch back to Part 2 — chorus
- Use Cases:
- Verse/chorus toggling within a single pattern
- Switching Parts to test variations during composition
- Live-set "drop the chorus version" moves
- Important: changes you make to a Part are LOST if you switch away without saving. [FUNC] + [CUE] is your safety net, and [FUNC] + [PART] → SAVE is your commit gesture
Exercise 6: The Reload Discipline (Quick — 2 min)
Make sure you internalize the save-or-reload rule.
- With Part 2 active, change something obvious (turn down all of Track 1's LEV)
- Press [FUNC] + [CUE] — the Part reloads. Track 1 is back at full LEV
- Now make the same change AND press [FUNC] + [PART] → SAVE before reloading
- Press [FUNC] + [CUE] — the Part reloads, but Track 1 stays muted because you saved it that way
- The discipline: if you like a change, SAVE. If you don't, RELOAD. Never assume the OT remembers tweaks you didn't commit
Output Checklist
- I can articulate (in my own words) what a Part stores vs. what a Pattern stores
- I saved my current state as Part 1
- I copied Part 1 → Part 2
- Part 2 has a meaningfully different sound (different bass sample, different FX) while sharing Part 1's triggers
- I switched between Part 1 and Part 2 with the pattern playing
- I practiced the save-or-reload discipline ([FUNC] + [PART] → SAVE vs [FUNC] + [CUE])
Key Takeaways
- Parts = sound design (machines, FX, scenes, LFOs, volumes). Patterns = arrangement (triggers, p-locks, conditions). This split is what gives the OT its compositional power
- One Part + many Patterns = same sound across multiple sections (intro/verse/chorus all share Part 1)
- Many Parts + one Pattern = same triggers, different sounds (verse Part vs chorus Part)
- [FUNC] + [PART] → SAVE is your commit gesture. [FUNC] + [CUE] is your reload gesture. Use them constantly
- Part changes during play quantize to the pattern boundary — you don't get glitchy mid-bar transitions
Next Session Preview
Next: pattern variations. With Part 1 as your verse sound, you'll create A01-A04 as four different patterns (intro, verse, chorus, break) all sharing Part 1. Different triggers and p-locks per pattern, same sound design. Pattern chaining. The basic shape of a song.