docs/3-USER-GUIDE/search.md
Search is your gateway into your research. This guide covers two search modes and when to use each.
1. Go to your notebook
2. Type in search box
3. See results (both sources and notes)
4. Click result to view source/note
5. Done!
That works for basic searches.
But you can do much better...
Open Notebook has two fundamentally different search approaches.
How it works:
Speed: Very fast (instant)
When to use:
Example:
Search: "attention mechanism"
Results:
1. "The attention mechanism allows..." (perfect match)
2. "Attention and other mechanisms..." (partial match)
3. "How mechanisms work in attention..." (includes words separately)
All contain "attention" AND "mechanism"
Ranked by how close together they are
What it finds:
What it doesn't find:
How it works:
Speed: A bit slower (1-2 seconds)
When to use:
Example:
Search: "What's the mechanism for understanding in models?"
(Notice: No chunk likely says exactly that)
Results:
1. "Mechanistic interpretability allows understanding..." (semantic match)
2. "Feature attribution reveals how models work..." (conceptually similar)
3. "Attention visualization shows model decisions..." (same topic)
None contain your exact words
But all are semantically related
What it finds:
What it doesn't find:
Question: "Do I remember the exact words?"
→ YES: Use TEXT SEARCH
Example: "I remember the paper said 'attention is all you need'"
→ NO: Use VECTOR SEARCH
Example: "I'm looking for content about how models process information"
→ UNSURE: Try TEXT SEARCH first (faster)
If no results, try VECTOR SEARCH
Text search: "I know what I'm looking for"
Vector search: "I'm exploring an idea"
1. Go to search box
2. Type your keywords: "transformer", "attention", "2017"
3. Press Enter
4. Results appear (usually instant)
5. Click result to see context
Results show:
- Which source contains it
- How many times it appears
- Relevance score
- Preview of surrounding text
1. Go to search box
2. Type your concept: "How do models understand language?"
3. Choose "Vector Search" from dropdown
4. Press Enter
5. Results appear (1-2 seconds)
6. Click result to see context
Results show:
- Semantically related chunks
- Similarity score (higher = more related)
- Preview of surrounding text
- Different sources mixed together
Ask is different from simple search. It automatically searches, synthesizes, and answers.
Stage 1: QUESTION UNDERSTANDING
"Compare the approaches in my papers"
→ System: "This asks for comparison"
Stage 2: SEARCH STRATEGY
→ System: "I should search for each approach separately"
Stage 3: PARALLEL SEARCHES
→ Search 1: "Approach in paper A"
→ Search 2: "Approach in paper B"
(Multiple searches happen at once)
Stage 4: ANALYSIS & SYNTHESIS
→ Per-result analysis: "Based on paper A, the approach is..."
→ Per-result analysis: "Based on paper B, the approach is..."
→ Final synthesis: "Comparing A and B: A differs from B in..."
Result: Comprehensive answer, not just search results
| Task | Use | Why |
|---|---|---|
| "Find the quote about X" | TEXT SEARCH | Need exact words |
| "What does source A say about X?" | TEXT SEARCH | Direct, fast answer |
| "Find content about X" | VECTOR SEARCH | Semantic discovery |
| "Compare A and B" | ASK | Comprehensive synthesis |
| "What's the big picture?" | ASK | Full analysis needed |
| "How do these sources relate?" | ASK | Cross-source synthesis |
| "I remember something about X" | TEXT SEARCH | Recall memory |
| "I'm exploring the topic of X" | VECTOR SEARCH | Discovery mode |
1. Text search: "attention mechanism"
Results: 50 matches
2. Too many. Follow up with vector search:
"Why is attention useful?" (concept search)
Results: Most relevant papers/notes
3. Better results with less noise
1. Ask: "What are the main approaches to X?"
Result: Comprehensive answer about A, B, C
2. Use that to identify specific sources
3. Text search in those specific sources:
"Why did they choose method X?"
Result: Detailed information
1. Vector search: "How do transformers generalize?"
Results: Related conceptual papers
2. Skim to understand landscape
3. Text search in promising sources:
"generalization", "extrapolation", "transfer"
Results: Specific passages to read carefully
1. Vector search: "What's new in AI 2026?"
Results: Latest papers
2. Go to Chat
3. Add those papers to context
4. Ask detailed follow-up questions
5. Get deep analysis of results
| Problem | Cause | Solution |
|---|---|---|
| Text search: no results | Word doesn't appear | Try vector search instead |
| Vector search: no results | Concept not in content | Try broader search term |
| Both empty | Content not in notebook | Add sources to notebook |
| Sources not processed | Wait for processing to complete |
| Problem | Cause | Solution |
|---|---|---|
| 1000+ results | Search too broad | Be more specific |
| All sources | Filter by source | |
| Keyword matches rare words | Use vector search instead |
| Problem | Cause | Solution |
|---|---|---|
| Results irrelevant | Search term has multiple meanings | Provide more context |
| Using text search for concepts | Try vector search | |
| Different meaning | Homonym (word means multiple things) | Add context (e.g., "attention mechanism") |
| Problem | Cause | Solution |
|---|---|---|
| Results don't match intent | Vague search term | Be specific ("Who invented X?" vs "X") |
| Concept not well-represented | Add more sources on that topic | |
| Vector embedding not trained on domain | Use text search as fallback |
Goal: "Find the date the transformer was introduced"
Step 1: Text search
"transformer 2017" (or year you remember)
If that works: Done!
If no results: Try
"attention is all you need" (famous paper title)
Check result for exact date
Goal: "Find content about alignment interpretability"
Step 1: Vector search
"How do we make AI interpretable?"
Results: Papers on interpretability, transparency, alignment
Step 2: Review results
See which papers are most relevant
Step 3: Deep dive
Go to Chat, add top 2-3 papers
Ask detailed questions about alignment
Goal: "How do different approaches to AI safety compare?"
Step 1: Ask
"Compare the main approaches to AI safety in my sources"
Result: Comprehensive analysis comparing approaches
Step 2: Identify sources
From answer, see which papers were most relevant
Step 3: Deep dive
Text search in those papers:
"limitations", "critiques", "open problems"
Step 4: Save as notes
Create comparison note from Ask result
Goal: "Find all papers mentioning transformers"
Step 1: Text search
"transformer"
Results: All papers mentioning "transformer"
Step 2: Vector search
"neural network architecture for sequence processing"
Results: Papers that don't say "transformer" but discuss similar concept
Step 3: Combine
Union of text + vector results shows full landscape
Step 4: Analyze
Go to Chat with all results
Ask: "What's common across all these?"
How search fits with other features:
SOURCES
↓
SEARCH (find what matters)
├─ Text search (precise)
├─ Vector search (exploration)
└─ Ask (comprehensive)
↓
CHAT (explore with follow-ups)
↓
TRANSFORMATIONS (batch extract)
↓
NOTES (save insights)
1. Add 10 papers to notebook
2. Search: "What's the state of the art?"
(Vector search explores landscape)
3. Ask: "Compare these 3 approaches"
(Comprehensive synthesis)
4. Chat: Deep questions about winner
(Follow-up exploration)
5. Save best insights as notes
(Knowledge capture)
6. Transform remaining papers
(Batch extraction for later)
7. Create podcast from notes + sources
(Share findings)
TEXT SEARCH — "I know what I'm looking for"
VECTOR SEARCH — "I'm exploring an idea"
ASK — "I want a comprehensive answer"
Pick the right tool for your search goal, and you'll find what you need faster.