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| # Core Concepts - Understand the Mental Model | |
| Before diving into how to use Open Notebook, it's important to understand **how it thinks**. These core concepts explain the "why" behind the design. | |
| ## The Five Mental Models | |
| ### 1. [Notebooks, Sources, and Notes](notebooks-sources-notes.md) | |
| How Open Notebook organizes your research. Understand the three-tier container structure and how information flows from raw materials to finished insights. | |
| **Key idea**: A notebook is a scoped research container. Sources are inputs (PDFs, URLs, etc.). Notes are outputs (your insights, AI-generated summaries, captured responses). | |
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| ### 2. [AI Context & RAG](ai-context-rag.md) | |
| How Open Notebook makes AI aware of your research - two different approaches. | |
| **Key idea**: **Chat** sends entire selected sources to the LLM (full context, conversational). **Ask** uses RAG (retrieval-augmented generation) to automatically search and retrieve only relevant chunks. Different tools for different needs. | |
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| ### 3. [Chat vs. Transformations](chat-vs-transformations.md) | |
| Why Open Notebook has different interaction modes and when to use each one. | |
| **Key idea**: Chat is conversational exploration (you control context). Transformations are insight extractions. They reduced content to smaller bits of concentrated/dense information, which is much more suitable for an AI to use. | |
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| ### 4. [Context Management](chat-vs-transformations.md#context-management-the-control-panel) | |
| Your control panel for privacy and cost. Decide what data actually reaches AI. | |
| **Key idea**: You choose three levels—not in context (private), summary only (condensed), or full content (complete access). This gives you fine-grained control. | |
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| ### 5. [Podcasts Explained](podcasts-explained.md) | |
| Why Open Notebook can turn research into audio and why this matters. | |
| **Key idea**: Podcasts transform your research into a different consumption format. Instead of reading, someone can listen and absorb your insights passively. | |
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| ## Read This Section If: | |
| - **You're new to Open Notebook** — Start here to understand how the system works conceptually before learning the features | |
| - **You're confused about Chat vs Ask** — Section 2 explains the difference (full-content vs RAG) | |
| - **You're wondering when to use Chat vs Transformations** — Section 3 clarifies the differences | |
| - **You want to understand privacy controls** — Section 4 shows you what you can control | |
| - **You're curious about podcasts** — Section 5 explains the architecture and why it's different from competitors | |
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| ## The Big Picture | |
| Open Notebook is built on a simple insight: **Your research deserves to stay yours**. | |
| That means: | |
| - **Privacy by default** — Your data doesn't leave your infrastructure unless you explicitly choose | |
| - **AI as a tool, not a gatekeeper** — You decide which sources the AI sees, not the AI deciding for you | |
| - **Flexible consumption** — Read, listen, search, chat, or transform your research however makes sense | |
| These core concepts explain how that works. | |
| --- | |
| ## Next Steps | |
| 1. **Just want to use it?** → Go to [User Guide](../3-USER-GUIDE/index.md) | |
| 2. **Want to understand it first?** → Read the 5 sections above (15 min) | |
| 3. **Setting up for the first time?** → Go to [Installation](../1-INSTALLATION/index.md) | |