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 #27 — complete it first for the best experience
Session 28: Improvisation Workflow — Combining It All
Session 28: Improvisation Workflow — Combining It All
Objective: Perform a 15-minute improvised piece starting from silence, using live looping, sampling, sequencing, scenes, and pattern switching. Document the result as a composition.
Set Track 8 to Pickup. Record a 4-bar loop from your instrument. Set Track 7 to Flex with a drum sample. Grid-record a 4-on-the-floor. Hit play. Mute/unmute for arrangement. That is a micro-improvisation.
Warm-Up (2 min)
Press [PLAY] on a saved pattern from previous sessions. Practice: mute a track ([FUNC] + [TRACK]), unmute after 4 bars. Move the crossfader left to right. Queue the next pattern ([PTN] + [TRIG]). These three gestures -- mute, fade, chain -- are the performance vocabulary.
Setup
Start from an empty project. This session is about building from nothing.
- Create a new project or navigate to an empty bank
- Connect your external instrument to Input A/B
- Set input levels in the Mixer page
- Prepare tracks:
- Track 1: Flex machine (will hold drums)
- Track 2: Flex machine (will hold bass/melodic)
- Track 3: Flex machine (will hold texture)
- Track 4: Flex machine (spare / resampling)
- Track 5-6: Flex machines (spare)
- Track 7: Thru machine (live input monitoring with FX)
- Track 8: Pickup machine (Master looper)
- Save this as Part 1
The Improvisation
This is not a step-by-step exercise -- it is a framework for improvisation. Follow the phases loosely. The times are suggestions.
Phase 1: Foundation (0:00 - 3:00)
Goal: Establish a loop and a pulse.
- Press [PLAY] to start the sequencer (silence -- nothing is programmed yet)
- Record a loop on the Pickup machine (Track 8):
- Press [TRACK 8] + [REC1] to start recording
- Play a rhythmic figure or chord progression on your external instrument
- After 4 bars, press [TRACK 8] + [REC1] to stop -- the loop starts playing
- While the loop plays, build a drum pattern on Track 1:
- Press [TRACK 1], assign a drum sample (or load one from the Quick Assign menu)
- Press [RECORD] and tap [TRIG] keys to place kicks on 1, 5, 9, 13 (four-on-the-floor)
- Add hats: [TRIG 3], [TRIG 7], [TRIG 11], [TRIG 15] (offbeat hats)
- Exit Grid Recording
- You now have a loop and a beat. Adjust volumes with the Level knob per track
Phase 2: Layering (3:00 - 7:00)
Goal: Add elements. Build the arrangement through muting.
- Overdub the Pickup loop: Press [TRACK 8] + [REC1] again to overdub. Add a bass note or counter-melody. Stop overdubbing
- Sample the loop for more control: Set Track 2's recorder to record Track 8:
- [FUNC] + [REC1], set SRC to Track 8
- Set RLEN to match the loop length
- Record once (one-shot trig or manual)
- Now Track 2 has a Flex sample of the Pickup loop -- you can slice it, p-lock it, pitch it
- Add effects: On Track 7 (Thru), add a delay and reverb. Play through it live -- the FX-processed input adds atmosphere without affecting the loop
- Use mutes for arrangement: Mute the drums. Let the loop breathe. Bring drums back for impact. Mute the Pickup loop, let just the sequenced version play. These mute/unmute moments ARE the arrangement
Phase 3: Variation (7:00 - 11:00)
Goal: Create contrast. Change sounds. Use scenes.
- Build a Scene: Hold [SCENE B] + [TRIG 1] to assign a scene. Set up filter sweeps, increased delay feedback, lo-fi degradation on multiple tracks. Move the crossfader to fade into chaos, then back to clarity
- Copy the pattern: Press [FUNC] + [RECORD] (copy), navigate to A02, press [FUNC] + [STOP] (paste). You now have a variation
- Modify the variation: On A02, change some triggers. Add parameter locks for pitch variation. Delete some drums. Add fills using conditional trigs (hold a trig, set it to FILL)
- Chain patterns: While A01 plays, press [PTN] + [TRIG 2] to queue A02. It switches at the end of the pattern. Let A02 play, then queue A01 again. You are performing a live arrangement
Phase 4: Climax & Resolution (11:00 - 15:00)
Goal: Build to a peak, then resolve.
- Build intensity:
- Slide the crossfader toward Scene B (the destructive scene)
- Add more triggers to the drum pattern
- Overdub more layers on the Pickup loop
- Increase tempo slightly ([TEMPO] knob)
- Peak moment: Full crossfader, all tracks playing, maximum density
- Resolve:
- Slowly bring the crossfader back to Scene A (clean)
- Start muting tracks one by one (drums first, then bass, then texture)
- Let the original Pickup loop play alone
- Fade it out using the Level knob, or stop the Pickup machine ([TRACK 8] + [STOP])
- Silence: Press [STOP] or let the last sound ring out
After the Improvisation
- Save the project: [FUNC] + [PROJ] -- all your patterns, parts, and recorded samples are preserved
- Document what happened:
- Which patterns did you create? What was in each?
- Which scenes did you build? What did the crossfader transition sound like?
- What worked? What would you do differently?
- Listen back: If you recorded the main output to a DAW or recorder, listen to the full 15 minutes. Note timestamps of interesting moments
Output Checklist
- I performed a 15-minute improvisation from silence to silence
- I used Pickup machines for live looping
- I used Track Recorders to capture and redeploy audio
- I built patterns in real-time and chained them
- I used scenes and the crossfader for transitions
- I used mutes for arrangement
- I saved the project with all captured material
Key Takeaways
- Start simple, layer gradually: A loop + a beat is enough to build on. Don't front-load complexity
- Mutes are arrangement: Removing elements is as powerful as adding them. The space between sounds IS the music
- The crossfader is your expression controller: Scenes transform the entire mix in one gesture
- Commit to the moment: Live looping has no undo. Each layer is permanent. This constraint forces musical decisions
Next Session Preview
You have the performance skills. Next module: Songwriting & Arrangement. We take the improvisational techniques you've learned and apply them to composing structured pieces using the Arranger, MIDI sequencer, and deliberate song forms.