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148 lines
6.0 KiB
Markdown
Vendored
148 lines
6.0 KiB
Markdown
Vendored
# AI Integration Overview
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## Introduction
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Trilium Notes integrates advanced AI and Large Language Model (LLM) capabilities to enhance your note-taking and knowledge management experience. These features enable intelligent search, content generation, and interactive assistance while maintaining control over your data.
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## What AI Features Are Available
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### Core Capabilities
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#### 1. **Chat with Notes**
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An interactive AI assistant that can:
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- Answer questions based on your note content
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- Provide summaries of complex topics across multiple notes
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- Help you discover connections between ideas
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- Assist with research and analysis
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#### 2. **Semantic Search**
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Advanced search capabilities using embeddings:
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- Find conceptually related notes even when exact keywords don't match
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- Discover hidden connections between notes
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- Retrieve relevant context automatically during conversations
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#### 3. **Tool-Enabled Actions**
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AI can perform actions within your knowledge base:
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- Create new notes based on conversations
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- Update existing note content
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- Search and retrieve specific information
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- Manage note attributes and relationships
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- Work with calendar and date-based notes
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#### 4. **Content Generation and Enhancement**
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- Generate summaries of long notes
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- Expand on ideas and concepts
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- Help with writing and editing
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- Create structured content from unstructured information
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## Supported AI Providers and Models
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### Cloud Providers
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#### OpenAI
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- **Models**: GPT-4, GPT-4 Turbo, GPT-3.5-turbo
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- **Embedding Models**: text-embedding-3-small, text-embedding-3-large, text-embedding-ada-002
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- **Advantages**:
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- Most widely tested and stable
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- Excellent general knowledge
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- Strong reasoning capabilities
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- **Considerations**:
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- Requires API key and internet connection
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- Usage-based pricing
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#### Anthropic
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- **Models**: Claude 3 Opus, Claude 3 Sonnet, Claude 3 Haiku
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- **Advantages**:
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- Strong analytical capabilities
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- Excellent for complex reasoning tasks
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- Good context handling for long documents
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- **Considerations**:
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- Requires API key and internet connection
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- Usage-based pricing
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### Local/Self-Hosted Options
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#### Ollama
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- **Models**: Various open-source models (Llama 3, Mistral, Phi, etc.)
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- **Embedding Models**: mxbai-embed-large, nomic-embed-text, all-minilm
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- **Advantages**:
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- Complete privacy - runs entirely on your machine
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- No API costs
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- Full control over model selection
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- Works offline
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- **Considerations**:
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- Requires local compute resources
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- May be slower than cloud providers
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- Model quality varies
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## Use Cases for AI in Note-Taking
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### Research and Learning
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- **Literature Review**: Summarize and synthesize information from multiple research notes
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- **Concept Exploration**: Ask questions to understand complex topics from different angles
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- **Study Assistant**: Create practice questions, summaries, and explanations from study notes
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### Knowledge Management
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- **Information Retrieval**: Quickly find specific information across thousands of notes
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- **Connection Discovery**: Identify relationships between seemingly unrelated notes
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- **Content Organization**: Get suggestions for better organizing and structuring your notes
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### Writing and Content Creation
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- **Idea Development**: Expand on initial thoughts and brainstorm new directions
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- **Draft Generation**: Create first drafts based on outline notes
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- **Editing Assistance**: Improve clarity, structure, and flow of existing content
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### Personal Productivity
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- **Meeting Summaries**: Generate concise summaries from meeting notes
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- **Task Extraction**: Identify action items from project notes
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- **Daily Reviews**: Get AI-generated summaries of daily activities and progress
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### Creative Projects
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- **Story Development**: Explore plot ideas and character development
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- **World Building**: Maintain consistency in creative universes
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- **Idea Synthesis**: Combine concepts from different notes to generate new ideas
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## Privacy and Security Considerations
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### Data Control
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- **Local Processing Options**: Use Ollama for complete privacy with no data leaving your machine
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- **Note Exclusion**: Mark sensitive notes with `#excludeFromAI` label to prevent AI access
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- **Provider Selection**: Choose between cloud and local providers based on your privacy needs
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### Security Features
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- **API Key Protection**: Encrypted storage of API keys
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- **Session Isolation**: Each chat session is isolated and temporary
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- **No Automatic Uploads**: Notes are only sent to AI providers when explicitly requested
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### Best Practices
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1. **Review Provider Policies**: Understand how each provider handles your data
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2. **Use Local Models for Sensitive Data**: Consider Ollama for confidential information
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3. **Label Sensitive Notes**: Use the exclusion label for notes that should never be processed by AI
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4. **Regular Audits**: Periodically review which notes are being accessed by AI features
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## Getting Started
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To begin using AI features in Trilium:
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1. **Enable AI Features**: Navigate to Options → AI/LLM and enable the feature
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2. **Choose a Provider**: Select between OpenAI, Anthropic, or Ollama based on your needs
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3. **Configure Embeddings**: Set up embedding generation for semantic search
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4. **Start Chatting**: Use the "Chat with Notes" button to begin interacting with your knowledge base
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## Architecture Overview
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The AI integration in Trilium follows a modular architecture:
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### Three-Layer System
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1. **Provider Layer**: Interfaces with different AI providers (OpenAI, Anthropic, Ollama)
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2. **Service Layer**: Manages conversations, context, and tool execution
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3. **Integration Layer**: Connects AI capabilities with Trilium's core features
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### Key Components
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- **Chat Service**: Manages conversations and message history
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- **Context Service**: Extracts and formats relevant note content
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- **Tool Registry**: Enables AI to perform actions within Trilium
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- **Embedding Service**: Generates and manages semantic embeddings
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- **Model Capabilities**: Tracks and manages different model features
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This architecture ensures flexibility, allowing you to switch providers or models while maintaining consistent functionality across the application. |