8.6 KiB
Open Notebook Documentation
Welcome to Open Notebook - a privacy-focused AI research assistant. This documentation is organized for different needs.
🎯 Choose Your Path
I'm brand new
→ Start here: 0-START-HERE
- Learn what Open Notebook is
- Pick your setup path (OpenAI, cloud, local/Ollama)
- 5-minute quick start
I need to install/deploy
→ Go here: 1-INSTALLATION
- Multiple installation routes
- Docker Compose (recommended)
- From source (developers)
- Single container (shared hosting)
I want to understand how it works
→ Read this: 2-CORE-CONCEPTS
- Mental models and architecture
- How RAG (retrieval-augmented generation) works
- Notebooks, sources, and notes explained
- Chat vs. transformations vs. podcasts
I want to use it (tutorials)
→ Follow this: 3-USER-GUIDE
- How to add sources (PDFs, URLs, audio, video)
- Creating and organizing notes
- Chat effectively with your research
- Creating podcasts from research
- Search techniques
I need to configure it
→ Check this: 5-CONFIGURATION
- Choose and setup AI provider
- API configuration
- Database setup
- Advanced tuning
I need provider-specific help
→ Go here: 4-AI-PROVIDERS
- OpenAI, Anthropic, Google, Groq, Ollama, Azure
- Model comparisons
- Cost estimates
- Setup paths
Something's not working
→ Troubleshoot: 6-TROUBLESHOOTING
- Quick fixes (top 10 issues)
- Installation problems
- Connection issues
- AI/chat problems
- Content processing issues
- Podcast problems
I want to contribute/develop
→ Read this: 7-DEVELOPMENT
- Architecture and tech stack
- Contributing guidelines
- API reference
- Testing
📊 Documentation Overview
By Section
0-START-HERE — Entry point
- What is Open Notebook?
- Quick start guides (3 routes)
- First 5 minutes
1-INSTALLATION — Getting it running
- Multiple installation routes
- Docker, single-container, from-source
- Requirements and setup
2-CORE-CONCEPTS — Understanding the system
- Notebooks, sources, notes hierarchy
- RAG (retrieval-augmented generation)
- Chat, transformations, podcasts
- Context management
3-USER-GUIDE — Using features
- Adding sources (all types)
- Working with notes
- Chat effectively
- Creating podcasts
- Searching (text and semantic)
4-AI-PROVIDERS — AI configuration
- Provider comparison
- Setup for each provider
- Model recommendations
- Cost estimates
5-CONFIGURATION — Complete reference
- AI provider setup (detailed)
- Database configuration
- Server/API settings
- Advanced tuning
- Environment variables (complete reference)
6-TROUBLESHOOTING — Problem solving
- Quick fixes (top 10)
- Installation issues
- Connection problems
- AI/chat issues
- Content processing
- Podcast generation
- Getting help
7-DEVELOPMENT — For contributors
- Architecture
- Contributing guidelines
- API reference
- Testing & development
🔍 Find What You Need
By Problem Type
Installation & Setup
- Fresh install? → 0-START-HERE
- Detailed installation routes? → 1-INSTALLATION
- Configuration reference? → 5-CONFIGURATION
- Provider setup? → 4-AI-PROVIDERS
Using Open Notebook
- How to use features? → 3-USER-GUIDE
- Understanding concepts? → 2-CORE-CONCEPTS
- Chat not working? → 6-TROUBLESHOOTING - AI Issues
- Files won't upload? → 6-TROUBLESHOOTING - Quick Fixes
Troubleshooting
- Quick fix? → 6-TROUBLESHOOTING - Quick Fixes
- Can't connect? → 6-TROUBLESHOOTING - Connection
- Chat issues? → 6-TROUBLESHOOTING - AI Issues
- Podcast problems? → 6-TROUBLESHOOTING - Quick Fixes
Development
- Architecture? → 7-DEVELOPMENT - Architecture
- Contributing? → 7-DEVELOPMENT - Contributing
- API reference? → 7-DEVELOPMENT - API Reference
📚 Reading Paths
Path 1: Complete Beginner (1-2 hours)
- 0-START-HERE/index.md — Understand what it is
- 0-START-HERE Quick Start — Set it up
- 2-CORE-CONCEPTS/index.md — Understand concepts
- 3-USER-GUIDE/index.md — Learn features
Result: Fully understand how to use Open Notebook
Path 2: Get Running Fast (15 minutes)
- 0-START-HERE — Pick your path
- Follow quick-start guide for your setup
- Start using!
Result: Running in 15 minutes, learn details later
Path 3: DevOps/Deployment (1-2 hours)
- 1-INSTALLATION — Understand routes
- 5-CONFIGURATION — Reference setup
- 7-DEVELOPMENT - Architecture — Understand system
Result: Ready to deploy to production
Path 4: Troubleshooting (5-30 minutes)
- 6-TROUBLESHOOTING/index.md — Identify problem
- Find specific guide
- Follow solutions
Result: Problem solved!
❓ Common Questions
Q: Where do I start? A: → 0-START-HERE — Choose your setup path
Q: How do I install it? A: → 1-INSTALLATION — Multiple routes available
Q: How do I use [feature]? A: → 3-USER-GUIDE — Step-by-step tutorials
Q: Why does [feature] work like that? A: → 2-CORE-CONCEPTS — Understand the mental model
Q: How do I configure [provider]? A: → 4-AI-PROVIDERS or 5-CONFIGURATION
Q: Something's broken, what do I do? A: → 6-TROUBLESHOOTING — Problem solver
Q: How does the system work? A: → 2-CORE-CONCEPTS — Architecture and concepts
Q: Can I contribute? A: → 7-DEVELOPMENT — Contributing guide
📖 How This Documentation is Organized
Principles
- Progressive Disclosure: Start simple, go deeper if needed
- Multiple Entry Routes: Different paths for different users
- High Signal-to-Noise: Focused content, no fluff
- Step-by-Step: Clear instructions you can follow
- Decision Trees: Help you pick the right path
- Symptom-Based: Troubleshooting by what's broken
Structure
- 0-START-HERE — Entry point (everyone starts here)
- 1-INSTALLATION — Multiple setup routes
- 2-CORE-CONCEPTS — Mental models (understand why)
- 3-USER-GUIDE — How to use (step-by-step)
- 4-AI-PROVIDERS — Provider guides
- 5-CONFIGURATION — Reference material
- 6-TROUBLESHOOTING — Problem solving
- 7-DEVELOPMENT — For contributors
🚀 Quick Navigation
First Time?
Just Want to Use It?
→ QUICK START (5 minutes)
Something Broken?
Full Reference?
Developer?
📞 Getting Help
- Discord Community — https://discord.gg/37XJPXfz2w
- GitHub Issues — https://github.com/lfnovo/open-notebook/issues
- Documentation — You're reading it!
📈 Documentation Stats
- 8 major sections
- 35+ focused guides
- ~80,000 words
- Covers all features
- Multiple entry paths
- Progressive difficulty
🎯 Start Here
First time using Open Notebook? → Go to 0-START-HERE
Experienced, looking for specific help? → Use the navigation above to find your section
Something not working? → Go to TROUBLESHOOTING
Last updated: January 2026 | Open Notebook v1.2.4+