APPROVED:

Tony Baker, Major Professor Diego Cubero, Committee Member Steven Menard, Committee Member John Holt, Chair of the Division of Instrumental

Studies

Felix Olschofka, Director of Graduate Studies in

the College of Music

John W. Richmond, Dean of the College of

Music

Victor Prybutok, Dean of the Toulouse Graduate

School

A MODERN PEDAGOGICAL METHOD FOR DEVELOPING VALVE TECHNIQUE

ON INDEPENDENT DOUBLE VALVE BASS TROMBONE

Christopher Sharpe, B.M., M.M.

Dissertation Prepared for the Degree of

DOCTOR OF MUSICAL ARTS

UNIVERSITY OF NORTH TEXAS

December 2019

Sharpe, Christopher. A Modern Pedagogical Method for Developing Valve Technique on

Independent Double Valve Bass Trombone. Doctor of Musical Arts (Performance), December

2019, 142 pp., 7 figures, 1 appendix, bibliography, 19 titles.

The modern bass trombone has undergone many changes in design since the 1960s and a

student beginning on or switching to bass trombone today needs pedagogical material that

methodically addresses the many valve combinations available on an independent double valve

bass trombone. The existing books for bass trombone contain useful exercises, but none of the

currently available books address all the valve combinations and patterns that are helpful for

developing proficient valve technique on bass trombone. Therefore, I created a new bass

trombone double valve technique method book that includes a thorough exploration of the bass

trombone’s two valves within the context of scales, scale exercises, and original material

specifically designed to be applicable to common literature for the bass trombone.

ii

Copyright 2019

by

Christopher Sharpe

iii

TABLE OF CONTENTS

Page

LIST OF FIGURES ....................................................................................................................... iv

CHAPTER 1. HISTORY OF BASS TROMBONE CONSTRUCTION........................................ 1

1.1 Introduction ............................................................................................................. 1

1.2 Twentieth Century Bass Trombone Construction ................................................... 1

CHAPTER 2. EXISTING PEDAGOGICAL MATERIALS FOR THE BASS TROMBONE...... 5

2.1 Introduction ............................................................................................................. 5

2.2 Bass Trombone Pedagogical Materials Before 1974 .............................................. 5

2.3 Bass Trombone Pedagogical Materials After 1974 ................................................ 7

CHAPTER 3. TECHNIQUES REQUIRED FOR BASS TROMBONE PERFORMANCE ....... 10

3.1 Introduction ........................................................................................................... 10

3.2 Slide Position and Valve Combination Chart ....................................................... 10

3.3 Sequential Learning of Valve Combinations and Slide Positions ........................ 13

3.4 Major and Minor Scales ........................................................................................ 15

3.5 Arpeggios .............................................................................................................. 17

3.6 Original Etudes ..................................................................................................... 19

CHAPTER 4. TECHNIQUES USED IN BASS TROMBONE DOUBLE VALVE TECHNIQUE ....................................................................................................................................................... 22

4.1 Introduction ........................................................................................................... 22

4.2 Explanation of Techniques Used in Bass Trombone Double Valve Technique ... 22

APPENDIX: CHRIS SHARPE’S BASS TROMBONE DOUBLE VALVE TECHNIQUE ............ 26

BIBLIOGRAPHY ....................................................................................................................... 141

iv

LIST OF FIGURES

Page

Figure 1: Slide position/valve chart in Blair Bollinger’s Valve Technique for Bass Trombone. .. 11

Figure 2: Excerpt from Brad Edwards’ Bass Trombone Craft. .................................................... 12

Figure 3: Slide position/valve chart in Bass Trombone Double Valve Technique. ...................... 13

Figure 4: Excerpt from Blair Bollinger’s Valve Technique for Bass Trombone. ......................... 16

Figure 5: Major scale excerpt from Bass Trombone Double Valve Technique. ........................... 16

Figure 6: Arpeggios excerpt from Bass Trombone Double Valve Technique. ............................. 18

Figure 7: Visual representation of valve flipping and same valve for adjacent semitones ........... 20

1

CHAPTER 1

HISTORY OF BASS TROMBONE CONSTRUCTION

1.1 Introduction

Bass trombonists today have a significant number of pedagogical materials available for

developing valve technique. Of the existing pedagogical materials available for bass trombone,

most were written between 1965 and 1975 and designed for bass trombonists who had already

accrued several years of experience on the tenor trombone, which was appropriate for the design

and use of the bass trombone at the time. However, the modern bass trombone has undergone

many changes in design since the 1960s and a student beginning on or switching to bass

trombone today needs pedagogical material that methodically addresses the many valve

combinations available on an independent double valve bass trombone. The existing books for

bass trombone contain useful exercises, but none of the currently available books address all of

the valve combinations and patterns that are helpful for developing proficient valve technique on

bass trombone. Therefore, I created a new bass trombone double valve technique method book

that includes a thorough exploration of the bass trombone’s two valves within the context of

scales, scale exercises, and original material specifically designed to be applicable to common

literature for the bass trombone.

1.2 Twentieth Century Bass Trombone Construction

The construction of bass trombones in the United States has changed drastically from the

beginning of the twentieth century to today. Beginning around 1890, bass trombones in the

United States were predominantly pitched in B-flat and included one valve, an attachment

2

pitched in F.1 Bass trombonists in the United States had few problems making this instrument

work within the context of the orchestra until the Boston Symphony Orchestra premiered Béla

Bartók’s Concerto for Orchestra in 1943. Bartók was accustomed to writing for bass trombones

pitched in F as they were still in use in Germany and central Europe in the early twentieth

century,2 so he wrote for this version of the instrument in the Concerto for Orchestra.3 This

discrepancy in bass trombone models was only problematic during one passage of the work

when the bass trombone must perform a solo glissando from a B below the bass clef staff to the

F a tritone above. This glissando is simple on the F bass trombone Bartók had in mind; however,

the same glissando is physically impossible on a bass trombone pitched in B-flat with one valve

pitched in F because the maximum interval available for a glissando on the F-attachment is a

perfect fourth from C to F.

Due to the difficulties in performing this glissando, several bass trombonists from major

American symphony orchestras collaborated with instrument manufacturers throughout the

1950s to design new bass trombone prototypes that used two valves which could be operated

simultaneously, rather than a single valve that was standard at the time.4 Depending on the

tuning selected by the performer, the additional second valve produced the pitch E, E-flat, or D

in first position with both valves engaged simultaneously.5 Regardless of which tuning the

1 Byron Thomas Pillow, “The Bass Trombone in the United States and the Emergence of a Distinct, American-Style Instrument: 1755-1940” (Master’s thesis, University of South Dakota, 2017), 85.

2 Anthony C. Baines, et al, "Trombone," Grove Music Online, Oxford Music Online, Oxford University Press, accessed November 8, 2017, http://www.oxfordmusiconline.com/subscriber/article/grove/music/40576.

3 David Guion, A History of the Trombone (Lanham, MD: Scarecrow Press, Inc., 2010), 5-6.

4 Douglas Yeo, “EVOLUTION: The Double Valve Bass Trombone,” International Trombone Association Journal 43, no. 3 (July 2015), 35.

5 Ashley Hollis Alexander, “A Short History of the Trombone with Emphasis on Construction Innovations and Performance Modifications from 1945 to 1970” (Master’s thesis, North Texas State University, 1971), 45.

3

performer selected, the additional tubing extended the range of the F-attachment to include a B

below the staff, and bass trombones with two valves have been the standard ever since.6

Once two valves became common for bass trombones, performers and instrument

manufacturers alike experimented with the pros and cons of both dependent and independent

valve systems on the bass trombone. The first double valve bass trombones used what are called

dependent valve systems, which require the first valve to be engaged in order to use the second

valve; however, performers eventually discovered they would have more efficient slide position

and valve technique options if the second valve could be used independently, hence the increased

popularity and eventual acceptance of independent double valve systems as the standard

construction of the instrument.7 1974 was the first year that the standard B-flat/F/G-flat/D tuning

system was used on a commercially available bass trombone with independent valves, meaning

the modern bass trombone has only been in use for 45 years as of completion of this document.8

Two studies in particular demonstrate how the independent valve bass trombone pitched

in B-flat/F/G-flat/D has grown in popularity. Douglas Yeo conducted a survey of bass

trombonists in American symphony orchestras in 1983, and 71% of the respondents reported

using bass trombones with two valves pitched in B-flat/F/G-flat/D. Of the bass trombonists using

the B-flat/F/G-flat/D tuning system, 65% used the more traditional dependent valve system and

the other 35% used the newer independent valve system.9 As part of his dissertation published in

2015, Casey Winn Thomas included a survey of collegiate teachers’ preferred bass trombone

6 Yeo, “EVOLUTION,” 42.

7 Yeo, “Frequently Asked Questions: 7. What is the difference between ‘in-line’ and ‘dependent’ bass trombones?

Which is better?”

8 Yeo, “EVOLUTION: The Double Valve Bass Trombone,” 41.

9 Douglas Yeo, “Bass Trombone Equipment Survey,” International Trombone Association Journal 11, no. 4 (October 1983), 22-23.

4

tunings that showed an increased preference for both independent valves as well as the B-

flat/F/G-flat/D tuning system; 79% of respondents used this standard tuning system (up from

71% in Yeo’s survey) and use of the independent valve system increased to 59% (up from 35%

in Yeo’s survey).10

10 Casey Winn Thomas, "Valve technique for the independent double-valve bass trombone: a pedagogical review and method" (DMA thesis, University of Iowa, 2015), 11.

5

CHAPTER 2

EXISTING PEDAGOGICAL MATERIALS FOR THE BASS TROMBONE

2.1 Introduction

The relatively recent developments in the construction of bass trombones have created a

large problem for today’s bass trombonist: a dearth of pedagogical materials relevant to today’s

bass trombone. Following the commercial availability of independent double valve bass

trombones in 1974 and the standardization of valve tunings on bass trombone in the years since,

authors of some of the older method books for bass trombone released new editions of their

books with additional exercises specifically designed for the independent second valve, but the

quality of these exercises is debatable. As of today, only four method books currently exist that

were written after 1974 and specialize in double valve technique: one published in 1988 that is

rarely used by teachers today, one published in 2007 that uses an uncommon tuning system for

the valves, one published in 2012 that exclusively uses the standard B-flat/F/G-flat/D tuning

system but contains material that is insufficient for bass trombonists today, and my method book

written in 2019 that addresses concepts and techniques not found in the other three books.

2.2 Bass Trombone Pedagogical Materials Before 1974

Before the advent of the independent double-valve bass trombone, methods for the bass

trombone were difficult to find and of varying quality. Thomas Everett states in his 1975

foreword to the first edition of Eliezer Aharoni’s New Method for the Modern Bass Trombone,

“there have been inadequate and few methods, text and teaching materials that inform and

prepare students for the demands of playing bass trombone.”11 The notable sources Everett

11 Eliezer Aharoni, New Method for the Modern Bass Trombone (Jerusalem, Israel: Noga Music, 1975), foreword.

6

alludes to here include Allen Ostrander’s Method for Bass Trombone and F attachment for Tenor

Trombone, Alan Raph’s The Double Valve Bass Trombone, and Lew Gillis’s 70 Progressive

Studies for the Modern Bass Trombonist, each published between 1966 and 1969. Both Gillis

and Ostrander published their books in 1966, and both are still used today by trombone

instructors at NASM-affiliated schools.12 In a survey conducted in 1984, American orchestral

bass trombonists listed the Aharoni, Gillis, Ostrander, and Raph books among the best study

materials written specifically for the bass trombone, with both Aharoni and Ostrander being

recommended by more than ten percent of respondents.13

The first two bass trombone-specific method books were published in the mid-1960s by

Texas Christian University professor Lew Gillis and New York Philharmonic bass trombonist

Allen Ostrander. Gillis’s 70 Progressive Studies for the Modern Bass Trombonist and

Ostrander’s Method for Bass Trombone and F attachment for Tenor Trombone contain etudes

useful for helping students learn the F-attachment, but neither includes the second valve in their

book. Gillis and Ostrander designed these books for use with the single-valve bass trombone, an

instrument configuration that was standard at the time but is scarcely used by bass trombonists in

the twenty-first century. Ostrander’s book does not contain a slide position and valve chart for

the full range of the instrument, and the slide position and valve chart in Gillis’s book is no

different from a chart that would be used for tenor trombone with F-attachment and is therefore

incomplete when compared with charts that include the second valve.14

12 Thomas, "Valve Technique for the Independent Double-Valve Bass Trombone: A Pedagogical Review and Method," 14-17.

13 Paul Donald Bauer, “Bass Trombone Pedagogy as Practiced by Selected Bass Trombonists in Major American Symphony Orchestras: Techniques and their Origins” (Doctoral thesis, Northwestern University, 1986), 123.

14 Lew Gillis, 70 Progressive Studies for the Modern Bass Trombonist (San Antonio, TX: Southern Music Company, 1966), 1.

7

The most comprehensive bass trombone technique book published before the bass

trombone’s standardization of two independent valves, Alan Raph’s The Double Valve Bass

Trombone was first published in 1969. Raph was a prominent freelance bass trombonist in New

York City, and his book was published just five years before the first commercially available

independent double-valve bass trombone. This book was the first published with literature

specifically written for bass trombones with a dependent second valve pitched in either E-flat or

D, and Raph would later release a second edition in 1992 with additional material specifically

written for independent use of the second valve tuned to G-flat. Despite the inclusion of material

still relevant today, the book is very rarely used by teachers in the twenty-first century due to its

confusing layout and overall technical difficulty.15

2.3 Bass Trombone Pedagogical Materials After 1974

The first bass trombone double valve method book published after 1974 was Eliezer

Aharoni’s New Method for Bass Trombone, published in 1975. Aharoni played bass trombone

with the Jerusalem Symphony Orchestra for nearly forty years, and he capitalized on the recent

innovations in bass trombone design in the 1970s by including material relevant for each of the

second valve tunings that were in use by professionals at the time, immediately setting his book

apart from the books discussed in the previous section. This book was widely adopted in the

following years as Aharoni released updated editions, culminating in the currently available

fourth edition published in 1996 that is still one of the most popular bass trombone method books

used by professors in the United States.16

Ostrander’s Basic Techniques for the Double Valve Bass Trombone, published in 1988,

15 Thomas, “Valve Technique,” 108.

16 Ibid., 15.

8

was the next book to address double valve technique specifically and is nearly as popular as the

Aharoni book today among collegiate teachers.17 This book is unique in that it primarily focuses

on use of the double valves simultaneously, adding material regarding use of the second valve

independently only when relevant within the context of using both valves simultaneously.

Alan Raph released the second edition of his The Double Valve Bass Trombone in 1992,

now with original material specific to the independent second valve tuned to G-flat. As

previously mentioned, this book has not had the widespread popularity of similar books.

Philadelphia Orchestra bass trombonist Blair Bollinger’s Valve Technique for Bass

Trombone was the only bass trombone double valve technique book released in the early 2000s,

and it is an anomaly among bass trombone books. Despite containing some useful material,

Bollinger’s book advocates tuning the second valve to a quarter-tone flat G instead of G-flat, a

change that necessitates the removal of a large portion of the second valve tubing by a

professional instrument maker or repairman.18 Bollinger prefers this tuning but it is relatively

rare among bass trombonists today, with most professionals preferring the G-flat tuning of the

second valve.19 The musical content and overall planning of Bollinger’s book is excellent, but

the use of G tuning on the second valve presents issues once slide position suggestions are added

for notes that use the second valve. For students using the G-flat tuning of the second valve, each

slide position for the second valve alone is approximately a half-step low, resulting in significant

tuning issues if students adhere strictly to the suggested slide positions. Due to the relative

obscurity of this tuning system today, Bollinger’s book has become obsolete among most

17 Ibid., 15.

18 Blair Bollinger, Valve Technique for Bass Trombone or “You’ve Got TWO Valves – Use BOTH” (Collingswood, NJ: CEC Music, 2007), 5.

19 Thomas, 11.

9

collegiate professors; only two of the respondents to Thomas’s survey reported having used the

book at some point in their teaching career.20

The most recent publication to address double valve technique is Dr. Brad Edwards’ self-

published Bass Trombone Craft, released in 2012. Edwards was teaching trombone at the

University of South Carolina when this book was published and he wanted to create a bass

trombone-specific book similar to his Trombone Craft for tenor trombone, using fragments of

scale patterns plus original exercises and etudes to incorporate discussions of technique.21

Building on previous books’ use of unique symbols to indicate specific valve combinations,

Edwards adopts a valve notation system he learned from trombonist Chuck DePaolo: V for the

F-attachment (since V is commonly accepted for “valve”), Γ for G-flat attachment (the Greek

letter Gamma for “G”), and Δ for both valves together (the Greek letter Delta for “D” because

both valves together create a D fundamental).22 After experimenting with the valve notations

used in each of the books reviewed for this document, I chose to use Edwards’s system in my

book due to the ease with which each symbol is distinguished from the others.

Edwards’ book is an improvement from previous pedagogical materials for bass

trombone, but the book still contains some of the same limitations as its predecessors. Just as

with Bollinger’s book, there is no comprehensive display of valve and slide combinations for

scales or exercises relevant to specific keys, and Edwards organizes the book into sections that

are difficult to navigate, discouraging simple and sequential learning of skills.

20 Ibid., 108.

21 Brad Edwards, Bass Trombone Craft: A Musical Approach to Building Tone and Technique (N.p.: Self-published, 2012), v.

22 Ibid., 1.

10

CHAPTER 3

TECHNIQUES REQUIRED FOR BASS TROMBONE PERFORMANCE

3.1 Introduction

In order to demonstrate some of the ways in which I attempted to improve upon the

existing literature, the next paragraphs will discuss examples of outdated or insufficient

instruction in previous double valve technique literature, followed by examples of similar

material in my book that addresses these issues and attempts to develop technique more

consistently and efficiently.

3.2 Slide Position and Valve Combination Chart

A common staple of early pedagogical material for wind instruments is the valve

fingering/slide position chart displaying the appropriate fingering or slide position to use for each

possible note on the instrument. This information can be found in introductory books for

trombone as early as 1934, and books for beginners have typically included this information ever

since.23

Of the books from Chapter 2, only Bollinger and Gillis display a chart with slide

positions and valves for every possible note that could use a valve on the instrument.

Unfortunately, neither of these books use the B-flat/F/G-flat/D tuning that is standard today;

Gillis’s chart is designed for a single-valve bass trombone with the valve tuned in F, and

Bollinger’s chart uses the rare G tuning for the second valve, displayed in Figure 1. Partial charts

of individual valves or harmonic series on the instrument can be found in the books by Aharoni,

23 Newell H. Long, Rubank Elementary Method: Trombone or Baritone (Chicago: Rubank, Inc., 1934), 2.

11

Ostrander, and Raph, but none of these books display a single chart for the full range of the

valves.

Figure 1: Slide position/valve chart in Blair Bollinger’s Valve Technique for Bass Trombone.24

24 Bollinger, Valve Technique for Bass Trombone or “You’ve Got TWO Valves – Use BOTH,” 6.

12

Edwards does not include a chart of any kind in his book, instead asking students to use a

tuner to find where valve notes are in tune on their instrument as seen in Figure 2.

Figure 2: Excerpt from Brad Edwards’ Bass Trombone Craft.25

Edwards continues this exercise to include all possible valve combinations and

demonstrates every practical note that can be played on these combinations, but he intentionally

leaves out the slide positions so that students can write in the slide positions that work best on

their instrument. This exercise is useful for more experienced trombonists who have already

established a level of pitch and tone control as well as a knowledge of slide positions in the lower

range, but I believe younger students would benefit more from having a chart containing the

common slide positions for each note on each valve, allowing them to refer back to an

established source if they are having issues tuning notes on the valve combinations. Figure 3

shows the slide position and valve chart from my book, which combines the practicality of the

chart in Bollinger’s book with the modern standard of tuning to B-flat/F/G-flat/D. The chart in

Figure 3 provides students with a simple document displaying every possible slide position and

valve combination for every note on the bass trombone that uses valves.

25 Edwards, 1.

13

Figure 3: Slide position/valve chart in Bass Trombone Double Valve Technique.26

3.3 Sequential Learning of Valve Combinations and Slide Positions

One of the primary issues relevant to bass trombone valve technique books is how to

introduce both valves in the course of the book. Of the books relevant to this study written in the

twentieth century, all but one approach the valves in the same way: each book begins by

26 Chris M. Sharpe, Bass Trombone Double Valve Technique (Denton, TX: C. Sharpe Editions, 2019), 114.

14

exploring the common uses of all notes in first position on the first valve, then moves out on the

slide until all of the notes on that valve have been used. At this point, each book repeats the same

process with either the second valve or both valves simultaneously, depending on whether the

book focuses on the dependent or independent valve system. The only book that does not follow

this pattern is Ostrander’s Basic Techniques for the Double Valve Bass Trombone; Ostrander

uses the same strategy of starting in first position and moving out on the slide but only focuses

on using both valves simultaneously to start the book, never addresses the first valve by itself,

and briefly talks about the second valve by itself when relevant to the double valve material. This

is likely because Ostrander had already covered the various uses of the first valve by itself in his

book from 1966.

The two twenty-first-century books in this study both took new approaches to the valves

when compared with the earlier books. Bollinger never addresses the valves individually in the

book and focuses instead on using the appropriate valve and slide combination for various

exercises in all major and minor keys, indicating slide position and valve choice above each note

within the context of the exercise. Edwards’s book begins with the exercise seen earlier in Figure

1, displaying all relevant notes with the first valve in first position and moving out on the slide,

then doing the same for both second valve and both valves.

In order to provide contrast with the existing literature, the second chapter of my book

starts with every fundamental pitch for each valve combination, then displays the recommended

slide position and valve combination for all relevant notes moving out on the slide on the open

instrument, followed by first valve, second valve, and both valves. Rather than provide extensive

exercises for each slide position at the beginning of the book, I waited to introduce this material

until after students have played very simple exercises using only two or three notes at a time.

15

3.4 Major and Minor Scales

Considering how prevalent major and minor scales are in Western music, a surprising

amount of the literature reviewed in this document does not contain material dedicated to

showing recommended valve choices in scales. Aharoni’s book is the only book from the

twentieth century to include exercises addressing scales of any kind. All the books published in

the twenty-first century include scales, but Edwards does not indicate valve choices on any of the

scales in his book.

Aharoni does include some scales in his book as he introduces individual valve

combinations and slide positions, ensuring that students will experiment with several options

available to them and develop techniques applicable to many different musical situations.

However, Aharoni does not display additional scales at the end of the book after students have

learned all the available slide positions and valve combinations, leaving out many combinations

of valve choices that may be technically advantageous for the student.

Prior to my book, the most comprehensive model for valve technique in scales can be

found in Bollinger’s book. Figure 4 shows an excerpt from the major scale section of Bollinger’s

book that demonstrates all major scales and his suggested slide positions and valve

combinations. Bollinger’s book suffers from the opposite problem found in the Aharoni book: he

includes every possible major scale on the instrument that uses a valve but displays only one

option for valve combinations on each major scale, neglecting the other options students could

consider when playing these scales. With the many options available to bass trombonists using

an independent valve system, some trombonists may prefer to use a different valve combination

on certain notes than Bollinger recommends. To account for the various options available on the

independent valve bass trombone, my method book demonstrates several different valve

16

combinations for each scale. I have also updated the valve notation used within the exercises to

match the system used by Chuck DePaolo and Brad Edwards. An example of this notation can be

seen in Figure 5.

Figure 4: Excerpt from Blair Bollinger’s Valve Technique for Bass Trombone.27

Figure 5: Major scale excerpt from Bass Trombone Double Valve Technique.28

27 Bollinger, 8.

28 Sharpe, Bass Trombone Double Valve Technique, 48.

17

For all scales, I chose to organize the options using progressively more advanced valve

technique. For the first option on each scale, I begin by only using the first valve, the simplest

and easiest option to comprehend for new bass trombonists. On the second option, I use the

second valve as the primary valve, forcing students to incorporate the second valve. For all

options after the second recommended pattern, I use combinations of both valves to create more

efficient scale patterns that prioritize minimal slide movement and ease of transition between

valves. The D major scale seen in Figure 4 received a fourth option due to added possibilities

with using both valves simultaneously for the tonic pitch in first position.

3.5 Arpeggios

Of the books studied in this document that were written in the twentieth century, only

Aharoni’s book displays valve combination recommendations for major chord arpeggios. This

oversight in the other books is surprising due to the prevalence of arpeggios in common

orchestral excerpts for the bass trombone; of the fourteen excerpts studied by Thomas in his

dissertation, nine contain arpeggios that can be simplified with the use of valves.29 Ostrander’s

first book does contain original etudes that repurpose some of the arpeggios from the same

orchestral excerpts, but Ostrander’s valve indications on these etudes are now outdated due to the

book being completed before the independent second valve became available.30

The arpeggios included in Aharoni’s book are introduced within the context of learning

individual slide positions and valve combinations. This technique ensures students using the

book will experiment with each option available to them, but this method of displaying the

29 Thomas, 77-85.

30 Allen Ostrander, Method for Bass Trombone and F attachment for Tenor Trombone (New York: Carl Fischer,

1966), 23.

18

arpeggios does not include the added possibility of combining several different valve

combinations throughout the arpeggio.

Figure 6: Arpeggios excerpt from Bass Trombone Double Valve Technique.31

The arpeggios in Bollinger’s book are an excellent resource, but this section has the same

flaw as the major and minor scales in his book. Instead of displaying several different options

31 Sharpe, 36.

19

and allowing the student to choose which arpeggio works most efficiently in various scenarios,

Bollinger only gives students one option for each arpeggio. My book addresses this issue by

approaching arpeggios in the same manner it approaches scales, including several options that

progress through various uses of the valves as seen in Figure 6.

3.6 Original Etudes

One common feature found in nearly all the relevant literature in this document is the

inclusion of original etudes that incorporate valve technique. Bollinger’s book is the notable

exception here, using only commonly accepted scale and arpeggio patterns along with excerpts

from significant orchestral and solo literature for bass trombone.

Of the books containing original material addressing the valves, each of the books

published after 1974 has a section devoted to use of the second valve independently. Aharoni’s

book contains etudes focusing on each relevant slide position with the second valve and common

neighbor tones. I used this approach as a model for the Two Line Etudes chapter of my method

book, adapting the key and content of each etude to fit the most relevant use of the valve and

slide position. Most authors of bass trombone valve technique books prioritize what I call “valve

flipping” with the second valve. Because the two independent valves are tuned a semitone apart,

bass trombonists can switch from first to second valve or vice versa while remaining in the same

slide position in order to eliminate slide movement between adjacent semitones. However,

Aharoni also includes exercises that call for keeping adjacent semitones on the independent

second valve; many teachers incorporate this concept in their teaching of scale patterns and

melodic phrases, finding that the consistency of airflow between the notes is more useful than

20

changing partials or flipping valves.32 A visual representation of this concept is displayed in

Figure 7. While there are certainly some advantages to using valve flipping in legato phrases, I

have found keeping adjacent semitones on one partial or one valve to be more efficient in my

own playing than valve flipping, and I chose to not use any valve flipping in the scale patterns

and etudes in my book for this reason.

Figure 7: Visual representation of valve flipping and same valve for adjacent semitones

Ostrander’s Basic Techniques for the Double Valve Bass Trombone does not actually

contain any etudes focusing solely on the second valve by itself but prioritizes use of the two

valves simultaneously, only incorporating the second valve independently when relevant to the

melodic material. This usually manifests as valve flipping between adjacent semitones, and

Ostrander never uses the second valve for consecutive notes in this book. This use of the second

valve is extremely cautious and does not provide any unique information when compared with

the Aharoni book.

Raph’s book contains four etudes focusing on use of the second valve independently,

written for the second edition printed in 1992. Raph’s markings in these etudes prioritize valve

flipping instead of adjacent semitones on the same valve combination, and he only focuses on

three different key signatures. While his use of the second valve independently is more extensive

32 Buddy Baker, Buddy Baker Tenor Trombone Method: An Approach to Trombone Basics, Warm-up, and Daily Routine for Tenor Trombone with or without F-attachment (Hialeah, FL: Studio 224, 1983), 25.

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than Ostrander, Raph also does not provide any new information or techniques when compared

with Aharoni.

Edwards’s book does contain some unique techniques for independent use of the second

valve when compared with previous books, and he prioritizes using adjacent semitones on the

same valve combination or partial far more often than valve flipping. Edwards addresses valve

technique in terms of its relevance within certain key signatures, an approach I found useful in

my own studies and incorporated in my method book as well. However, Edwards only notates

specific valve choices for common patterns found in eight major keys, leaving four key centers

unaddressed. In addition, these exercises are spread out throughout the book, adding a level of

difficulty for students attempting to find these exercises among other material.

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CHAPTER 4

TECHNIQUES USED IN BASS TROMBONE DOUBLE VALVE TECHNIQUE

4.1 Introduction

After researching the available pedagogical materials for this document and determining

areas for improvement, I completed my own method book in April of 2019. The book covers the

techniques discussed in the previous chapter, combining the positive attributes of the existing

method books for bass trombone while adding some of my own techniques and original material.

The only material discussed in previous chapters that I chose to not include in my book was

minor scales and arpeggios due to concerns about the size of the book if this material was

included, and students can still combine the techniques found in my book’s major scale and

arpeggio sections to create efficient patterns for minor scales and arpeggios.

4.2 Explanation of Techniques Used in Bass Trombone Double Valve Technique

The first chapter of my book is “Tuning System / Valve Symbols and Terminology,” a

necessary introduction for students unfamiliar with my system of valve notation. Because of the

variance in tuning systems and valve notation that still exists, I wanted to ensure anyone using

my book would understand the reasoning for tuning the second valve to G-flat as well as the

choices in symbols for the valve notation previously discussed in Chapter 2.3.

The second chapter, “First Notes,” takes students through each relevant note on the

instrument using a variety of valve combinations. I designed this section to introduce students to

each relevant note and slide position on each valve combination before having to play these

notes in actual musical situations.

“Two Note Patterns,” the third chapter, helps students become more familiar with each

note that requires a valve. Rather than begin with complex etudes like many of the previous

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books for bass trombone, I wanted students to explore basic uses of the valve in simple musical

situations. This chapter only asks students to alternate between just two notes at a time,

establishing the recommended slide position for notes on each valve combination while requiring

minimal slide movement.

“Three Note Patterns” is the fourth chapter, and it functions similarly to “Two Note

Patterns.” This section starts on a given pitch, ascends two whole steps, and returns to the first

pitch, then repeats the pattern with a different valve combination on one or more of the notes.

This pattern continues down chromatically as far as the instrument can physically play, although

students are reminded at the beginning of the section that they may need time to develop proper

technique in this range of the instrument. By extending the pattern in this section to three notes,

students are slowly building technique that will be applicable to the major scales found later in

the book.

At this point, I wanted students to apply their new techniques to slightly more demanding

musical situations, so the next chapter is “Two Line Etudes.” Much like the short etudes found in

previous books, these etudes comprise just two staves that focus on incorporating one slide

position and one valve combination per etude into a relevant musical situation. This chapter

begins with each relevant note on the first valve alone, followed by each relevant note on the

second valve alone, and ends with each relevant note available when both valves are used

simultaneously. Each successive etude uses a new slide position and valve combination but can

also draw from the notes used in previous etudes, showing students the need to be able to use

several different slide positions or valve combinations depending on the musical situation.

Having introduced every possible note on the valves at this point, I wanted students to

start experimenting with several uses for these notes in “One Octave Arpeggios.” By limiting

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this section to a pattern of four notes, students can work on several different options available on

the bass trombone when playing major chord arpeggios. Each arpeggio begins with an option

using only the open instrument or first valve alone, and each subsequent option (if necessary)

adds the use of the second valve alone and/or the use of both valves simultaneously. The only

exceptions to this pattern occur in arpeggios that require use of both valves simultaneously for

one or more notes, starting on page 36 of the book.

“One Octave Scales” immediately follows the arpeggios, asking students to attempt

several different patterns of varying slide positions and valve combinations to discover which

pattern is most desirable in terms of consistency of tone quality and efficiency of slide and valve

movement. These scales follow the same pattern as the arpeggios in the previous chapter,

beginning with use of the first valve alone and introducing the second valve in subsequent

options for each scale.

The following two chapters, “Two Octave Arpeggios” and “Two Octave Scales,” provide

students with one recommended option of slide positions and valve combinations for each

arpeggio and scale, and the text before both chapters warns students to only experiment with

other combinations after thoroughly practicing the recommended patterns. These chapters were

designed to allow students to apply their knowledge of every slide position and valve

combination to progressively longer and more demanding musical situations.

“Modal Scale Patterns” takes students through another version of a two-octave scale, this

time spread out in one octave scales that progressively ascend through each mode of a major key

until the student has reached the first mode an octave higher. This chapter was added to show

students the same techniques used in the major scales may not be sufficient in other modes in the

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same key, and the recommended slide positions and valve combinations on certain pitches

changes throughout the modal scale pattern depending on which mode is being played.

The culmination of all these techniques, “Original Etudes in Every Key” takes students

through an etude in every major key that tests their ability to adapt to several different slide

positions and valve combinations. Each etude uses at least fragments of the scales and arpeggios

used earlier in the book and modulates to a nearby key center in the middle of the etude,

typically the dominant of the original key or the relative minor.

The final page of the book is the chart containing each possible slide position and valve

combination for each relevant note that uses a valve. This chart is also on the inside front cover

of the book so students can turn to whichever end of the book is easiest depending on where they

are in the book at any given moment.

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APPENDIX:

CHRIS SHARPE’S BASS TROMBONE DOUBLE VALVE TECHNIQUE

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My book Bass Trombone Double Valve Technique is reproduced in its entirety in this

Appendix. All pages containing musical notation are reproduced as JPEGs for consistency of

formatting. I am the sole owner of the publisher, C. Sharpe Editions, and no additional

permissions are necessary.

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Tuning System

Since most modern bass trombones have independent valves tuned to F and G-flat, we need a system for tuning both the open instrument and the individual valves. Here is my recommended tuning system:

Main tuning slide: tune to B-flat

• Since our instrument produces a B-flat harmonic series in 1st position, we should tune our 1st position to B-flat. ALWAYS tune the open instrument before tuning the valves. You might also consider tuning B-flat in a slightly flat 1st position – many professionals do this in order to allow for more accurate tuning if a slightly raised B-flat is necessary.

1st valve tuning slide: tune to F

• When tuning the 1st valve, keep in mind that F will be flat if we tune the valve to play C in 1st position. Therefore, we must tune the 1st valve’s 1st position to F and remember to play C in a slightly lowered 1st position.

2nd valve tuning slide: tune to G-flat • The 2nd valve presents many tuning options, all of which have advantages and disadvantages. For the purposes of the valve technique in this book, I recommend tuning the 2nd valve’s 1st position to G-flat.

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Slide Position and Valve Symbols

Numbers = Slide Position If a certain slide position is required for a note, a number will be placed directly above the note, seen below:

V = F Valve / 1st Valve If the F valve is required for a note, a slide position and the symbol V will be placed above the note:

Γ = G-flat Valve / 2nd Valve If the G-flat valve is required for a note, a slide position and the symbol Γ will be placed above the note:

Δ = D Valve / 1st and 2nd Valve If both valves are simultaneously required for a note, a slide position and the symbol Δ will be placed above the note:

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First Notes

Before getting into intricate techniques using the two valves on your bass trombone, let’s start by getting acquainted with both valves.

I recommend using a tuner to help you tune your instrument and valves before starting this section of the book. Make sure to tune your open instrument first (without valves) before attempting to tune the valves.

Tuning the valves first before the open instrument will result in your valves being out of tune.

Establishing a consistent tuning system will allow you to develop consistent slide positions for each note that uses a valve, allowing for a better overall musical product over time. As you learn more and more notes on each of the valve combinations, use your tuner to find the precise slide position for each note. Your instrument’s tuning tendencies might be slightly different from the recommended slide positions in this book, and that’s okay! Trust your tuner and adjust slide positions as needed.

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Things to keep in mind:

As you go lower, use more air In order to maintain a consistent tone quality across the instrument, you will need to use more air as you move to lower notes. It will likely take some experimentation to find the exact air and embouchure required to produce your best tone quality on these notes.

As you add more valves, use more air Noticing a trend? Adding valves means adding more twists and turns your air will have to make as it moves through the instrument. Just like moving to lower notes on the instrument, adding valves will require even more air from you in order to maintain a consistent tone quality.

Don’t be afraid to make mistakes (and use more air) Trial and error is an important part of developing new skills on any instrument, so don’t get discouraged if you happen to make a mistake or the notes don’t come easily to you at first! Keep working to improve and make your next notes better than your last. Also, use more air!

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Two Note Patterns

Now that you have found the notes available to you on each of the valve combinations, use Two Note Patterns to start applying valve technique to practical situations.

Remember to start at as slow a tempo as necessary to prevent mistakes, paying close attention to the recommended slide position and valve combination for each note. Try to keep the tone quality as consistent as possible, using more air as you add valves and move lower on the instrument.

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Things to keep in mind:

Take things slow If you are not yet familiar with the valve notation and symbols used in this book, go slowly through this section and pay very close attention to the marked slide positions and valve combinations.

These combinations have been chosen for a reason, so master each combination before attempting another pattern.

As you add more valves, use more air This has already been mentioned earlier, but it’s still just as important. Make sure your lungs are sufficiently warmed up before playing for extended amounts of time in the low range.

Explore the “basement” Once you get comfortable with this section, try playing some of the exercises down an octave. In both the First Valve and the Second Valve parts of this section (pages 10-13), you can play the last 3 measures of each line down an octave using the exact same slide positions and valve combinations that are marked. You can play the entire First and Second Valve section (page 14) down an octave using the same slide positions and valve combinations.

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Three Note Patterns

The following Three Note Patterns are helpful when used in major scales and patterns derived from these scales.

Every note is marked with a valve combination and/or slide position above the note. Each combination was chosen for a specific reason, so study the markings carefully!

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Things to keep in mind:

Attention to detail As with previous sections, the slide position and valve indications were all chosen for a reason. Each has unique advantages, so go slowly through this section and focus on the various valve options.

Explore the “basement” This section may end at pedal F, but many of these exercises can be played down an octave. Specifically, the last two lines of page 18 and all of page 19 can be played an octave lower with the exact same slide positions and valves. That being said, if you can’t quite play low enough to take advantage of that entire range just yet, don’t be discouraged. Play as low as you can for now and continue pushing yourself to go lower and lower over time.

Don’t forget your tuner Experimenting with new valve patterns isn’t the only purpose of this exercise. Notice that every pattern (except pedal A-flat and G) includes two options – this also helps us to compare tuning and pitch for the same note on different valves. Listen carefully to the whole step intervals as you play these exercises. Find a tuner (such as the Tonal Energy Tuner app) that works well with the lowest notes on your horn – some tuners have difficulties consistently picking up an accurate pitch for low frequencies.

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Two Line Etudes

Now that you are more comfortable with playing various notes with different slide position and valve combinations, it’s time to start incorporating these combinations into more difficult musical situations.

For each etude, study the content carefully before playing.

Each note that requires a valve is marked with a slide position and a valve indication. Some of these valve indications will be different from your first instinct, but the marked combinations have each been chosen for a very specific reason! Remember to start at as slow a tempo as necessary to prevent mistakes, and gradually increase the tempo as you become more comfortable with the content.

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Things to keep in mind:

Slow practice = fast progress Don’t be in a rush to finish this section. Attention to detail is paramount when developing the skills necessary for this section.

Start working on these etudes at slow tempos. After you have gotten comfortable with the technique, feel free to increase tempos.

Patience This could be an extension of the previous reminder, but its importance is crucial. Each etude is designed to focus on one particular slide position and valve combination, so follow the valve markings very closely in this section. After first mastering the combinations shown, feel free to begin experimenting with your own ideas.

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One Octave Arpeggios

Arpeggios are figures that divide a chord into its individual notes. These figures are quite common in Western music and can be found in many significant works and orchestral excerpts for the bass trombone such as Haydn’s The Creation and Wagner’s Das Rheingold.

Each arpeggio in this section is marked with valve combinations and/or slide position markings for certain notes. For every note that does not have a marking, use the most common slide position for that note.

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Things to keep in mind:

Attention to detail Yes, this point could apply to the entire book, but it’s important to maintain focus during each of these sections in order to gain the most information possible from the exercises. If you have been practicing several chapters in this book and can sense that your mind is starting to wander, consider taking a break and returning to the book after doing something else.

Tone quality Some of these arpeggios will contain varying instances of notes on the valve(s). As you begin to use patterns that require more use of the valves, do not allow the tone quality to suffer.

Notes played on the valve will frequently possess a different, often less desirable tone quality than an in open positions. If a particular note can be played both with and without a valve, use the non-valve slide position’s tone as an example for the valved slide position’s tone. Many notes on the valves can possess a tone quality comparable to non-valve notes, but this will require additional practice in order to develop a desirable tone quality. Once again, trial and error will help as you attempt to find your ideal tone quality.

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One Octave Scales

Major scales are an integral part of Western music and trombone music. Therefore, they must be an integral part of our practice.

Follow the slide position and valve combination indicators for each scale; some scales have just one recommended pattern, and others have as many as four. Try each pattern and decide for yourself which works best for you in terms of efficiency of slide movement, consistency of tone quality, pitch, etc.

If you find some patterns to be more efficient but are not satisfied with the tone quality, work to improve the tone quality slowly over time and match patterns that yield a more desirable tone quality. This will allow you to have more options for slide positions and valve combinations in various musical situations you will encounter.

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Things to keep in mind:

Not all patterns are created equal Some of these scales may have as many as four unique recommended patterns. These patterns will prioritize aspects such as tone quality, minimal slide movement, playing adjacent half-steps on the same partial, etc. You may find that one pattern works best when playing long tones and another pattern for the same scale works better for fast technique. Experiment with each pattern and try to find a practical use for all of them.

Pitch is still important While the slide position and valve patterns are the primary focus of this exercise, remember to remain vigilant about keeping pitch and tone quality consistent across slide positions and valves. Every major scale should have the exact same intervals throughout the scale, so aim for consistency regardless of the key signature.

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Two Octave Arpeggios

Some music you play will call for arpeggios larger than one octave. Work through these arpeggios slowly and carefully, making a consistent and beautiful sound in all registers of your instrument.

If some of the upper notes of the first arpeggios are too high for you right now, start at a comfortable arpeggio further into the section and work your way backwards, allowing yourself to work on your high range more gradually and efficiently.

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Things to keep in mind:

Tone quality across octaves Do not allow the range to negatively impact your tone quality! Our instrument will naturally have different tone colors in the various registers but aim to keep the tone quality as consistent and resonant as possible. Remember to use faster air in the upper range and slower air in the lower range.

Take as many breaths as needed When first starting this section, take as many breaths as you need in order to keep the tone quality consistent. As you get more comfortable with the low range and playing these arpeggios, try to play them in one or two breaths, working to not sacrifice tone quality.

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Two Octave Scales

Just as with arpeggios, you will likely encounter scales in your music that span more than one octave. Use these suggested patterns of slide positions and valve combinations for two octave major scales in every key.

As always, start at a slow tempo and pay close attention to the marked slide position and valve combinations. Master the suggested patterns in this section before creating your own.

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Things to keep in mind:

Tone quality across octaves Do not allow the range to negatively impact your tone quality! Our instrument will naturally have different tone colors in the various registers but aim to keep the tone quality as consistent and resonant as possible. Remember to use faster air in the upper range and slower air in the lower range.

Take as many breaths as needed When first starting this section, take as many breaths as you need in order to keep the tone quality consistent. As you get more comfortable with the low range and playing these arpeggios, try to play them in one or two breaths, working to not sacrifice tone quality.

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Modal Scale Patterns

Once you feel comfortable playing major scales in every key, I highly recommend practicing your scales in different patterns. Not all scales in your music will start or end on scale degree 1; some scales will start on a different scale degree (see common excerpts from Berlioz’s Hungarian March, Rossini’s La Gazza Ladra, and more).

As with the previous exercises in this book, work on keeping a consistent tone quality across all registers, start at a slow tempo, and work to maintain a steady tempo throughout the entire range of the scale pattern.

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Things to keep in mind:

Keep exploring the “basement” I have chosen to only print one version of each key for the modal scales. However, if you so choose, you can play the modal scale patterns all the way down as low as you can play on the instrument. Use the experience and knowledge you have gained from the previous exercises in this book and discover the slide positions and valve patterns that work best for these extra-low pedal versions of the modal scales.

Try different articulation patterns Due to the frequent indication of slide positions and valves notated above notes, I tried to keep articulation markings to a minimum in this book. However, you can choose to play these scales (and every other exercise in this book) with different articulation patterns.

Experiment with playing these exercises legato, staccato, tenuto, or your own favorite combination of articulations.

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Original Etudes

in Every Major Key

Having worked through all of the other exercises in this book, it’s time to put your skills to the test! Each of the following etudes use the scales and arpeggios found earlier in the book, plus some additional patterns and ideas not covered previously.

Just as in earlier sections, study the slide position and valve combinations carefully and start at a slow tempo that is comfortable for you. Some of the recommended valve techniques in these etudes are quite intricate, so do not attempt to play some of the more difficult etudes at the recommended tempo on the first try. Good luck!

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Things to keep in mind:

Slow practice = fast progress These reminders are very similar to the ones for the Two Line Etudes. Just as before, take your time as you work on these etudes.

Start at tempos slower than the suggested metronome markings and give these etudes the attention to detail they need in order to develop the required valve technique. After you have gotten comfortable with the required technique, try playing at the suggested tempos (or faster).

Patience This cannot be overstated: follow the valve markings very closely in this section! Each etude is designed to target common technical issues in that key. Master the suggested slide position and valve combinations before experimenting with your own.

If needed (or desired), skip around The etudes are presented in a circle of fifths progression starting with C major, but feel free to play the etudes in any order you like.

Just make sure to play through all twelve etudes at some point!

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BIBLIOGRAPHY

Aharoni, Eliezer. New Method for the Modern Bass Trombone. 4th ed. Jerusalem: Noga Music,

1996.

Alexander, Ashley Hollis. “A Short History of the Trombone with Emphasis on Construction Innovations and Performance Modifications from 1945 to 1970.” Master’s thesis, North Texas State University, 1971.

Baines, Anthony C. et al. "Trombone." Grove Music Online. Oxford Music Online. Oxford University Press, accessed November 8, 2017, http://www.oxfordmusiconline.com/subscriber/article/grove/music/40576.

Baker, Buddy. Buddy Baker Tenor Trombone Method: An Approach to Trombone Basics, Warm-up, and Daily Routine for Tenor Trombone with or without F-attachment. Hialeah, FL: Studio 224, 1983.

Bauer, Paul Donald. “Bass Trombone Pedagogy as Practiced by Selected Bass Trombonists in Major American Symphony Orchestras: Techniques and their Origins.” Doctoral thesis, Northwestern University, 1986.

Bollinger, Blair. Valve Technique for Bass Trombone or “You’ve Got TWO Valves – Use BOTH.” Collingswood, NJ: CEC Music, 2007.

Edwards, Brad. Bass Trombone Craft: A Musical Approach to Building Tone and Technique.

N.p.: Self-published, 2012.

Gillis, Lew. 70 Progressive Studies for the Modern Bass Trombonist. San Antonio, TX: Southern Music Company, 1966.

Guion, David. A History of the Trombone. Lanham, MD: Scarecrow Press, Inc., 2010.

Long, Newell H. Rubank Elementary Method: Trombone or Baritone. Chicago: Rubank, Inc.,

1934.

Ostrander, Allen. Basic Techniques for the Double Valve Bass Trombone. North Easton, MA: Robert King Music, 1988.

---. Method for Bass Trombone and F attachment for Tenor Trombone. New York: Carl Fischer,

1966.

Pillow, Byron Thomas. “The Bass Trombone in the United States and the Emergence of a Distinct, American-Style Instrument: 1755-1940.” Master’s thesis, University of South Dakota, 2017.

Raph, Alan. The Double Valve Bass Trombone: A Method for Bass Trombone with Single Valve in F, Double Valve in E-flat, Double Valve in D, and “Independent” 2nd Valve in G-flat.

New York: Carl Fischer, 1992.

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Sharpe, Chris M. Bass Trombone Double Valve Technique. Denton, TX: C. Sharpe Editions,

2019.

Thomas, Casey Winn. "Valve Technique for the Independent Double-Valve Bass Trombone: A Pedagogical Review and Method." DMA (Doctor of Musical Arts) thesis, University of Iowa, 2015.

Yeo, Douglas. “Bass Trombone Equipment Survey.” International Trombone Association Journal 11, no. 4 (October 1983): 20-21.

---. “EVOLUTION: The Double Valve Bass Trombone.” International Trombone Association Journal 43, no. 3 (July 2015): 34-43.

---. “Frequently Asked Questions: 7. What is the difference between "in-line" and "dependent" bass trombones? Which is better?” Douglas Yeo. http://www.yeodoug.com/resources/faq/faq_text/valves.html (accessed November 8,

2017).