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.
This session builds on Session #24 — complete it first for the best experience
Session 25: Track Recorder Basics — Capture External Audio
Session 25: Track Recorder Basics — Capture External Audio
Objective: Record external audio with the track recorder, play it back immediately via a Flex machine, and explore sequenced vs. manual sampling. This is different from Pickup machines -- Track Recorders write to the sample slot list, giving you full control over the captured audio.
Select Track 1 (Flex machine). Press [REC1] + [TRACK 1] to arm the recorder. Press [REC1] to start recording from Input A/B. Play something. Press [REC1] to stop. The recording is in the Flex slot list -- Track 1 plays it immediately.
Warm-Up (3 min)
Load your basic project. Press [PLAY] to start a drum pattern on Track 1. Mute it ([FUNC] + [TRACK 1]). Now unmute on the next downbeat. Practice this 3 times -- you need tight timing for sampling.
Setup
Start from a project with a drum pattern on Track 1. Set Tracks 2-4 to Flex machines (if not already). Connect an external sound source to Input A/B.
Verify input levels: press [MIX], check GAIN A/B is set appropriately. Press [NO] to close.
Exercises
Exercise 1: Manual Sampling (7 min)
- Press [TRACK 2] to select Track 2 (Flex machine, empty sample slot)
- Open the Recording Setup: press [FUNC] + [REC1] to enter RECORDING SETUP 1
- Set SRC (source) to
INAB(Input A/B) - Set RLEN (recording length) to
16steps (one bar at the current scale) - Press [NO] to close setup
- Start your drum pattern: press [PLAY]
- Start recording: press [TRACK 2] + [REC1] -- recording begins immediately
- Play something on your external instrument for one bar
- Recording stops automatically after 16 steps (because you set RLEN)
- The recording is now in Track 2's record buffer (Flex slot list, recording buffer 2)
- Press [TRIG 1] on Track 2 while in Grid Recording mode to place a trigger -- you should hear your recording play back on beat 1
What happened: The track recorder captured audio from Input A/B into a record buffer. That buffer lives in the Flex sample slot list. Track 2's Flex machine automatically points to it.
Exercise 2: Sequenced Sampling with Recorder Trigs (8 min)
Manual sampling works, but sequenced sampling is tighter because the sequencer controls timing.
- Press [TRACK 3] to select Track 3 (Flex machine)
- Open Recording Setup: [FUNC] + [REC1], set SRC to
INAB, RLEN to16steps - Press [NO] to close
- Enter Grid Recording: press [RECORD]
- Now hold [REC1] and press [TRIG 1] -- this places a Recorder Trig on step 1. The LED shows a different color/pattern than a regular trig
- Press [RECORD] to exit Grid Recording
- Also place a regular sample trig on Track 3: [RECORD] > [TRIG 1] on Track 3
- Press [PLAY] to start the pattern
- On the first loop, the recorder trig fires on step 1 -- it records Input A/B for 16 steps into Track 3's record buffer
- On the second loop, the same recorder trig fires again -- it re-records, overwriting the previous capture
- Play your external instrument -- each loop you hear the new recording replace the old one. The Flex machine on Track 3 plays it back immediately
Key insight: Recorder trigs let the sequencer handle timing. The recording is always perfectly in sync.
Exercise 3: One-Shot Recorder Trigs (5 min)
Sometimes you want to record once, not every loop.
- On Track 3, hold the recorder trig you placed (hold [TRIG 1] while [REC1] is held)
- Press [YES] to arm it as a One-Shot trig -- the LED changes to indicate one-shot status
- Press [PLAY] -- the recorder fires once, captures your input, then disarms itself
- Subsequent loops play the captured audio but do not re-record
- To re-arm: press [YES] while holding the one-shot trig, or press [FUNC] + [YES] to arm all one-shot trigs
This is the equivalent of Ableton Live's "record a clip once" workflow -- capture something, then it loops forever until you decide to re-record.
Exercise 4: Playback and Manipulation (5 min)
Now that you have recorded audio in the Flex slot list:
- Press [TRACK 2] to select the track with your first recording
- Press [SRC] -- you can see the sample slot. Turn knobs to adjust STRT (start point), LEN (length)
- Press [AMP] -- adjust the envelope. Try shortening the release for a chopped feel
- Press [FX1] -- add a filter. Sweep the cutoff while your recording loops
- Try parameter locking the pitch: enter Grid Recording, hold a TRIG key, and turn the PTCH knob on the SRC page. Each step can have a different pitch. Your recording is now a melodic instrument
- Open the Audio Editor ([AED]) to see your recording waveform. You can trim, slice, and set loop points on captured audio just like any other sample
Exploration (if time allows)
- Record the main output: Change the track recorder source to
MAINin Recording Setup. Now you are recording the OT's own output. Place a recorder trig, and you capture a snapshot of your current mix as a sample. This is live resampling - Record the cue output: Route specific tracks to cue (hold [CUE] + [TRACK]), then set recorder source to
CUE. This lets you record a submix (only the tracks you chose) while the main output continues unaffected - Dedicating a pattern for recording: Per Merlin's guide, set up one pattern purely with recorder trigs (no playback trigs). Use it as a "recording station" -- switch to it, capture audio, switch away, use the captured samples elsewhere
Output Checklist
- I recorded external audio manually using Track Recorder + REC1
- I set up a sequenced Recorder Trig that captures audio every loop
- I converted a Recorder Trig to One-Shot (capture once, play forever)
- I manipulated captured audio with pitch, filter, and start point changes
- I understand the difference between Track Recorders (→ slot list) and Pickup machines (→ loop buffer)
Key Takeaways
- Track Recorders write to the Flex sample slot list -- captured audio is instantly available to any Flex machine in any pattern
- Recorder Trigs automate the process -- the sequencer handles timing, so recordings are always tight
- One-Shot Trigs capture once -- record something good and keep it looping without re-recording
- Track Recorders ≠ Pickup Machines: Recorders give you a sample in the slot list (editable, sliceable, lockable). Pickups give you a live looper (overdub, multiply, real-time performance). Use both for different purposes
Next Session Preview
Next: Pickup Machine mastery. You used Pickups briefly in Module 3 -- now we go deep with multi-layer loops, Master/Slave synchronization, and building a full live set from nothing but a single input.