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🧬 Build Your Own Private AI Partner: The Genealogy "Easy Road"

A guide for researchers who want the power of AI without the privacy risks of the cloud.

  • by Mark Rabideau- Many-Roads Genealogy https://many-roads.com
  • eirenicon llc.
  • 711 Nob Hill Trail - Franktown, Colorado 80116
  • +1.303.660.9400
  • genealogy@many-roads.com

🛡️ 1. Why Go Local? (The Privacy Promise)

  • Privacy First: Your family records, photos, and sensitive data never leave your computer.
  • No Subscriptions: Once downloaded, your AI partner is free to use forever—no monthly fees.
  • Works Offline: You can research at a library or a remote cemetery without an internet connection.

🧩 2. Choose Your AI "Body" (The Software)

You don't need to be a coder. Pick the "easy road" for your computer type:

  • For Beginners (Windows/Mac): LM Studio or Ollama. These are "click-and-run" apps with a clean chat window.
  • For Advanced Users (Linux): llama.cpp. This is a surgical, high-speed engine that can be customized for your specific hardware.

🧠 3. Choose Your AI "Brain" (The Model)

When looking for an AI partner, look for these "Genealogy Gold" labels:

  • The Sweet Spot: Look for "Q4_K_M" or "4-bit" versions. These are smart enough for complex research but small enough to run on a standard home laptop.
  • Vision (The Optical Nerve): If you want the AI to "see" documents, ensure you download a Multimodal model (like LLaVA) along with its mmproj file.
  • Languages: For German or Latin records, choose a Bilingual or Multilingual model.

🚀 4. The 10-Minute Setup (Ollama Example)

  1. Download: Go to ollama.com and install the version for your OS.
  2. Pick a Brain: Open your terminal/command prompt and type: ollama pull llama3.
  3. Start Chatting: Type ollama run llama3 and ask your first question.

📖 5. The Genealogist’s AI Creed

  • You are the Conductor: AI is a tireless assistant, but you make the final call on every record.
  • Trust but Verify: AI can "hallucinate" (invent facts). Always cross-reference its findings with primary sources like FamilySearch or Ancestry.
  • Give Threads, Not Haystacks: Don't feed the AI a giant database. Give it one specific document or family story to analyze for better accuracy.

🆘 6. Getting Help (The OTFR Way)

If you get stuck, get a "Consultant":

  • Use Free AI to Build Private AI: Use a free account (like Gemini or ChatGPT) as your project manager. Tell it your computer specs and ask: "Guide me through installing a local LLM step-by-step".
  • Pivoting: If one tool (like wget) is too slow, pivot to another (like aria2c).
  • Your machine is incapable: Time to buy something more capable. There are laptops equipped with Copilot and possibly with other AIs as well. I went the route of buying a new Gaming machine all for under $850 USD- not FREE. I know. :(

Compiled for the Genealogy & AI Presentation (January 27th). Build your tree on facts, not guesses—and your stories will last generations!