A (Possible) Future of A.I. Genealogy Research: Open Archives and ChatGPT

UPDATE: Shortly after sharing this post, Bob Coret, the creator of the “Open Archives” plugin (and a founder of the site), got in touch. The “Open Source” plugin in more impressive than my cursory exploration revealed. The plugin is more thoroughly documented at his blog post, which is linked at bottom along with further observations.

For those engaged in A.I. genealogy and digital explorations, this piece investigates a modest recent progression in A.I.-assisted genealogical research. You may already be familiar with this if you’re a seasoned researcher, but for those who haven’t encountered it yet, this post will introduce a compelling new tool. It’s particularly relevant for those interested in Dutch and Belgian archives, but the implications could extend far beyond these boundaries.

Encountering Open Archives

While exploring the digital landscape for genealogy-related plugins, I made an intriguing discovery: the “Open Archives” plugin. This tool offers a novel approach to accessing genealogical data from Dutch and Belgian archives and societies. Here’s how the plugin describes itself: “Search the genealogical data of Dutch and Belgian archives and societies via Open Archives.”

[Image 1 Caption: A glimpse of the Open Archives plugin interface.]

A preliminary test shows promising results. The plugin appears to effectively search records across these archives, providing links to found records on the original archive websites.

[Image 2 Caption: A sample prompt and response demonstrating the plugin’s capabilities.]

However, it’s worth noting that the plugin currently does not offer additional AI processing of the records within ChatGPT directly. That is, the plugin doesn’t import the record data into the chat session, a feature that could potentially add another layer of convenience and efficiency to our research.

Exploring the ChatGPT Session

To fully understand the potential of this tool, consider this: anyone can access the ChatGPT session via this link, and the returned links are live. Registered ChatGPT users can continue the chat and ChatGPT Plus subscribers can also carry on the conversation with the plugin enabled.

Access the ChatGPT Session

Diving Deeper: Plugin Data Inspection

Beyond simply using the plugin, it’s also possible to examine the data passed to the plugin and returned by it. All you have to do is click the down arrow beside the plugin title. In this case, for example, click the down arrow next to the “Used Open Archives” label.

[Image 3 Caption: The Open Archives plugin’s ‘More Information’ button.]

The Nitty-Gritty: Structured Data

The data exchange between the user and the plugin happens in the form of JSON structured data, a widely used format that allows for easy copying out of the plugin.

[Image 4 Caption: A snapshot of the JSON prompt and response.]

The Road Ahead

While the Open Archives plugin doesn’t yet import the record data into the chat session, this pioneering tool provides a glimpse of what might be possible in the future of digital genealogical research. It paves the way for a more interactive, AI-enhanced exploration of historical records, opening up new avenues for discovery and understanding. As researchers and enthusiasts, let’s keep our eyes on the horizon for what’s coming next!

UPDATE: Shortly after sharing this post, Bob Coret, the creator of the "Open Archives" plugin (and a founder of the site), got in touch. The "Open Source" plugin in more impressive than my cursory exploration revealed. The plugin is more thoroughly documented at his blog post, which is linked below.

* Contrary to a comment in the linked article, the plugin does import record data into the chat session. In simple cases, you can ask the system for birth information (date/place) for a specific person, and then continue in a chat style by asking when the person died.
* A more complex query that can be made is "did they have children". For this, ChatGPT needs to call a specific function using a unique identification (GUID) of a marriage certificate.
* Another impressive query is "how old was {name}". For this, ChatGPT makes two requests to Open Archives (for birth and death records) and calculates the person's age.
* Bob Coret has documented his experiences with the plugin in more detail in a blog post, which is written in Dutch but easily translated to your first language.

https://blogbob.coret.org/2023/06/open-archieven-als-plugin-voor-chatgpt.html

The Power of A.I. Genealogical Prompt Chaining

I. Introduction: The Power of A.I. Genealogical Prompt Chaining

Welcome to the fascinating world of AI applications, where the dynamic use of language models continually expands our capabilities and insights. Today, we venture further into this realm to explore an exciting concept: prompt chaining.

Prompt chaining is a powerful tool that taps into the versatility of AI, enabling us to extend the utility of a single interaction by linking it to subsequent prompts. In essence, it is a relay race of information processing where the output of one AI operation serves as the input to another. This chain of operations harnesses the potential of AI to process, generate, and analyze data in a seamless flow, creating opportunities for multi-faceted inquiries and sophisticated data manipulation. Most simply, prompt chaining is using the response from one A.I. interaction as the prompt for a following interaction.

Our exploration of prompt chaining builds upon the foundations we established in previous blog posts. We delved into structured data extraction from narrative sources, shedding light on how we can extract valuable insights from complex texts. In another post, we introduced ChatGPT plugins, an innovative extension of OpenAI’s powerful language model, GPT-4, which further enhances its capabilities.

Today, our journey takes us to a fascinating intersection of these concepts. We aim to illustrate how prompt chaining can be effectively combined with the “Show Me” diagramming plugin for ChatGPT. This plugin translates textual relationships into illustrative diagrams, providing a visual representation of the relationships extracted from narrative sources.

However, a quick but important caveat before we proceed: the advanced features we’ll be discussing, including the “Show Me” plugin, require a subscription to ChatGPT Plus. While the primary value of this subscription lies in gaining access to the latest and most powerful iteration of the language model—GPT-4—the plugins definitely add a delightful layer of functionality, the proverbial icing on the cake.

This post will introduce and develop an understanding of prompt chaining. Building on a general definition and description of prompt chaining, four cases studies will be considered to sharpen our imagination of how prompt chaining will evolve as the number of A.I.-assisted genealogical use cases (tasks) grows.

Most simply, prompt chaining is using the response from one A.I. interaction as the prompt for a following interaction.

A.I. Genealogy Insights

II. Background Information

The “Show Me” diagramming plugin is an innovative tool integrated with OpenAI’s language model, ChatGPT. It’s designed to help generate visual diagrams based on user inputs. With this plugin, users can request ChatGPT to draw diagrams, flowcharts, or even family trees. Its applications are broad, making it a versatile and practical tool for visual learners, project managers, educators, and in our case, genealogists.

To fully appreciate the potential of the “Show Me” diagramming plugin and how it can be utilized in genealogical research, it’s essential to familiarize oneself with some of our previous posts. These articles delve into the practical applications of AI in genealogy, and specifically, how ChatGPT can be utilized to extract and organize valuable information.

The article “AI and Genealogy: Using ChatGPT to Glean Info from Obits, Articles, and Announcements” provides a comprehensive exploration of how ChatGPT can extract genealogical information from text sources like obituaries, wedding announcements, and newspaper articles. The post demonstrates how the AI can be prompted to identify relationships between individuals, create markdown tables of this information, and even generate GEDCOM files, which can be used to create family trees.

Another key post to review is “Using ChatGPT Plugins for Genealogy“. Leveraging ChatGPT Plus plugins can substantially enhance artificial intelligence-assisted genealogy. These software add-ons customize ChatGPT for genealogical research, with the AskYourPDF plugin as a key example. This tool allows for interaction with PDF files, extracting crucial data from scanned records or historical articles. These plugins automate tasks and interact with digital resources, increasing efficiency and insight in genealogical research, symbolizing the promising future of AI in genealogy. The plugin used extensively in this post, the “Show Me” diagramming plugin, is also introduced in that earlier blog post.

Those two previous posts provide a solid foundation for understanding how AI, and more specifically, ChatGPT with its plugins, can revolutionize genealogical research. As we move forward today, we will explore how the “Show Me” diagramming plugin, in particular, can provide a visual dimension to relationships.

You know the saying, “A picture is worth a thousand words.” That saying is never more true than in genealogy–relationships are hard for others to understand when presented only as a stream of names. Seeing a diagram of the relationships among people–a family tree or a pedigree chart–is a tremendous aid to understanding. Visually presenting relationships helps us communicate our research and findings in a way that others are more easily able to understand. The “Show Me” plugin empowers genealogists to use A.I. to generate charts, diagrams, and family trees from textual, natural language descriptions.

The advent of A.I. plugins, however, in early summer 2023 is just developing from infancy to early childhood. My research and experience during this season is that many plugins have great potential, but currently exhibit significant shortcomings. Specifically, the “Show Me” plugin demonstrated extensively in this post would currently received a grade of “C-” but with the expectation that this will, for reasons I will explain below, improve soon to a useful “B+”.

Finally, before we jump into the case studies, a brief preview and explanation. The last two case studies involve research as genealogists might typically conduct: the consideration of an earlier researcher’s work and the examination of an obituary. The first two case studies, however, use as their subject matter fictional places and people. This was done for several reasons. First, readers are likely to be familiar with one or both of the peoples and places in these first two case studies. Second, the people and relationships offered by these fictional examples are extensive, allowing for a better presentation of the principles being demonstrated. And finally, third, well, it was fun. I pray these first two fictional examples won’t distract any readers so much as to inhibit their ability to see the underlaying processes at work. That said, let’s jump into the case studies.

III. Case Study 1: Complex Family in “One Hundred Years of Solitude”

“One Hundred Years of Solitude,” a widely acclaimed novel by Gabriel García Márquez, offers a fascinating exploration of the Buendía family over seven generations in the fictional town of Macondo. The intricate relationships and complex family dynamics in this novel make it an ideal case study for demonstrating the capabilities of ChatGPT and the “Show Me” diagramming plugin in handling complex genealogical data.

To begin, we would need to extract the relationship information from the text. This process involves identifying and understanding the connections between the various characters in the novel. With the assistance of ChatGPT, this is made significantly easier. By providing the AI with a well-crafted prompt, we can instruct it to sift through the text and identify the relationships between characters, as well as the events that bind them together.

For example, a prompt may be constructed as follows:

PROMPT: Assume the role of an expert, professional genealogist. Consider the genealogically relevant information that might appear in the novel "One Hundred Years of Solitude". I would like to know about the stated relationships between characters in the text. When you can with certainty, state the relationship between two characters in the book. Extract names and relationships from "One Hundred Years of Solitude" and present that information in a way that the next AI, a diagram-generating AI, can use your information, in turn, to create a family relationship visualization.

ChatGPT, with its impressive language processing capabilities, then extracts the relationship information and organize it. [NOTE: In this example, I did not feed the entire novel to ChatGPT to process. In all the following examples and case studies, however, the A.I. is restricted to using only information that I provide to it.]

The response did not look enough like a prompt for the next AI, so I prompted ChatGPT to refine its response. As we have noted before, just as “writing means re-writing,” so working with A.I. is often an iterative, refining process; that is, we don’t often get things perfect on the first attempt, so try, try again, until you get what you need.

The refinement looked like a great prompt for the “Show Me” plugin. So, once we have this relational data, we can use it to create a prompt for the “Show Me” plugin to generate a visual representation of the Buendía family tree. The next prompt, then, could look something like this, which is just an exact copy-and-paste from the last response:

"SHOW ME" PROMPT: Show me a family tree for the Buendía family from "One Hundred Years of Solitude" by Gabriel Garcia Marquez using the following relationships:
1.	José Arcadio Buendía is married to Úrsula Iguarán. They have two children: Aureliano Buendía and José Arcadio.
2.	Aureliano Buendía is married to Remedios Moscote. They have a daughter named Renata Remedios, also known as Meme.
3.	José Arcadio is married to Rebeca. They have a son named Arcadio.
4.	Arcadio is married to Santa Sofía de la Piedad. They have three children: Remedios the Beauty, Aureliano Segundo, and José Arcadio Segundo.
5.	Aureliano Segundo is married to Fernanda del Carpio. They have three children: Renata Remedios (also known as Meme), José Arcadio (II), and Aureliano (II).
6.	Meme is married to Mauricio Babilonia. They have a daughter named Renata Remedios, also known as Renata.
7.	José Arcadio (II) is married to Renata. They have a son named Aureliano (III).
Please note that there are multiple characters named Aureliano and José Arcadio in the family, so make sure to differentiate between them in the family tree.

The result would be a detailed diagram illustrating the family relationships of the Buendía family. This visual representation, built on the foundation of meticulous data extraction and AI processing, allows us to easily understand and analyze the complex familial dynamics present in “One Hundred Years of Solitude”.

Sharp-eyed readers will here observe why I currently graded the “Show Me” plugin as a “C-“. Notice that spouses are not placed on the same row or level as their partners, but instead are one level below with the children. There are work-arounds and solutions to this problem (some easy, as noted below), but users should be aware of this issue in the spring/summer of 2023. Both the “Show Me” plugin and the other diagramming plugins available in the ChatGPT plugin store rely on a graphic tool called “Mermaid“; Mermaid is great for many, many uses, but it is, obviously, not created primarily to generate family trees. The developers of Mermaid, though, are working to explicitly add family tree diagrams to the tool’s repertoire. As I mentioned, though, there are work-arounds currently available, and every diagram that is generated is easily editable with a link that is included with every chart.

So, that shortcoming acknowledged, do not let the perfect be the enemy of the good. What ChatGPT and the “Show Me” plugin did, even though not perfect, is still fairly amazing. In about three-and-a-half minutes, the genealogically relevant information was extracted from a 440 page novel and transformed into a family tree. The implications of this process are significant. Not only does it provide a visual aid for understanding complex relationships in literature, but it also has the potential to be a valuable tool in fields such as education, history, and of course, genealogy. By making it easier to visualize and comprehend complex familial relationships, the “Show Me” plugin enhances our ability to extract deeper meanings and insights from texts. Moreover, it demonstrates the potential for AI to transform how we approach, engage, and understand large bodies of text.

IV. Case Study 2: Tolkien’s Universe

The second case study, as I mentioned, also draws from the world of relationships in literature. I’m no Tolkien-head, so it was a bit unusual for a “Lord of the Rings” post to appear in my social feed. I’ve enjoyed the movies and read a couple of the books, and I know just enough to have heard that Tolkien is often credited with developing a literary universe. So when glanced at the article in my feed, I quickly noticed that it would lend itself nicely to this demonstration of chain prompting data extraction and data visualization. Tolkien’s universe offers a compelling backdrop against which we can further demonstrate the potential of prompt chaining with ChatGPT and the “Show Me” diagramming plugin.

The article I stumbled across was rich in relationships between people and, well, something else. So, whether you’re navigating the familial ties of the House of Elrond or tracing the lineage of the Dwarven clans, Tolkien’s works are filled with complex genealogical data that could be readily extracted by an AI. To begin this process, we would again need to construct a suitable prompt that instructs ChatGPT to identify and delineate the relationships between the various characters within Tolkien’s universe.

A sample prompt might look like this:

PROMPT: You are a professor of literature with deep expertise in science fiction and fantasy. Find below an article about Tolkien's "Lord of the Rings" universe. As if you were a genealogist, I want to map, chart, diagram, or in some way visualize the relationships between creatures and characters in the article. Please suggest how that might BEST be done, then attempt to do whatever you can do to visualize the relationships, even if it's not the best possible way imaginable.

ARTICLE:
Lord of the Rings: What Does Sauron Look Like Under His Armor? It's Complicated
https://www.cbr.com/lord-of-rings-what-sauron-really-looks-like/

Guided by this prompt, ChatGPT would then delve into the texts and extract the necessary relationship data, organizing it into a structured format for easy interpretation and analysis.

With the relationship data in hand, we can then feed this information into the “Show Me” plugin to generate a diagram that visualizes these connections. This might involve creating a new prompt such as:

"SHOW ME" PROMPT: Show me a diagram of the lineages and relationships in Tolkien's universe using the following relationship data.

TEXT:
I gathered a lot of information on the cosmology and beings of Tolkien's universe, which can serve as a basis for creating a diagram or chart to visualize the relationships between the creatures and characters in the "Lord of the Rings". Here are the main points:
[COMPLETE DESCRIPTION FOLLOWED]...

The result? A comprehensive and easily digestible diagram that visually represents the complex relationships in Tolkien’s universe. This visual aid can be a powerful tool for understanding and exploring the intricacies of Tolkien’s rich lore, making it accessible and engaging for both seasoned fans and newcomers alike. It should not take too much imagination to see how this process is analogous and applicable to genealogy.

Furthermore, this case study underscores the potential of prompt chaining with AI in enhancing our understanding of literature. By enabling us to visualize complex relationships and lineages, the “Show Me” plugin can bring to life the rich tapestry of connections that form the backbone of our favorite family history stories. In this way, we can unlock deeper insights and appreciation for the families that we love, showcasing the immense potential of AI as a tool for genealogical analysis and exploration.

V. Case Study 3: Family Biographical Sketch

As we transition from literature to a genealogical context, let’s move into the realm of family biographical sketches. These sketches are rich sources of family history, often containing detailed information about relationships, life events, and personal narratives that can be invaluable in genealogical research.

In this case study, we’ll explore how a family biographical sketch can provide the data needed for prompt chaining and how this approach can bring the intricate web of familial relationships to life. In this example, it took me about six minutes to take a photo of a book page with my phone, extract the text from the phone, then use ChatGPT 4 to extract the relationship information from the text, and finally have the “Show Me” plugin generate a family tree diagram.

Family biographical sketches typically provide in-depth information about a family, including relationships, dates and locations of important events, occupations, and sometimes even anecdotes that give unique insights into the lives of our ancestors. These sketches, while rich in information, can sometimes be challenging to navigate due to their narrative format and the sheer volume of information they contain.

Here’s where prompt chaining with ChatGPT and the “Show Me” plugin can prove invaluable. By directing ChatGPT to extract the genealogical data from the biographical sketch, we can transform the narrative data into a structured format, ready for visualization.

The initial prompt could be framed like this:

PROMPT: You are an expert genealogist and the world's best prompt engineer. Find below an excerpt from a genealogical text. Your response will be passed to another AI which is capable of creating a diagram of family relationships. Extract information about people and relationships. Interpret that information and use it to craft a prompt for the diagramming AI. Your response should be in the form of a prompt for the other AI.

EXCERPT:
THE AMBROSE PARKS LITTLE FAMILY
The earliest known ancestor of the numerous Littles in Ashe County is Isaac (ca. 1800-1892). 
[BIOGRAPHICAL SKETCH CONTINUES...]

The results…

Once the relationships are extracted, the data can be fed into the “Show Me” plugin with a prompt like this:

"SHOW ME" PROMPT: Based on the provided genealogical text below, show me a diagram representing the reported  relationships. Combine Husbands/Wives into one node; for example "Isaac Little married Elizabeth Poe" is one node, and the parents together of their children.

GENEALOGY:
1.	The earliest known ancestor is Isaac Little (ca. 1800-1892), who married Elizabeth Poe, daughter of Mathias and Sarah (Grimsley) Poe. Isaac and Elizabeth had thirteen children, including Ambrose Parks Little.
[GENEALOGY CONTINUES AS SHOWN ABOVE...]

The resulting diagram brings clarity to the complex relationships described in the biographical sketch. This visual representation of family connections can be an invaluable tool for genealogists, making it easier to understand and trace familial relationships across generations. Note the instruction in bold in the prompt; this is the work-around to get the “Show Me” plugin to place mothers and fathers on the same row, line, or level in a family tree diagram; for now, they need to be treated as one unit, that is, as the parents together. Again, this deficiency will be addressed and remedied in time. Advanced users may want to note that the Mermaid scripting language is easily accessible and configurable for every diagram that the “Show Me” diagram generates.

Furthermore, it highlights the power of prompt chaining in a genealogical context. By transforming narrative data into structured, visual representations, we can unlock a new dimension of understanding in our family history research. This case study serves to showcase how the combined power of AI and genealogy can enrich our understanding of our past, bringing our ancestors’ stories to life in a compelling and accessible way.

VI. Case Study 4: Obituaries

Continuing in our genealogical context, let’s turn our attention to obituaries, a commonly used but often underappreciated resource in genealogical research. Obituaries are a treasure trove of information, offering insights into the lives of our ancestors, their relationships, and their place in the community.

In this case study, we’ll explore how obituaries can provide valuable data for prompt chaining and how this method can bring new insights to genealogical research.

Obituaries are unique in their ability to encapsulate the essence of a person’s life, including their family ties, accomplishments, and legacies. However, the narrative format and sometimes cryptic language used in obituaries can make extracting this information a challenge. This is where AI, particularly ChatGPT, can step in.

To initiate the process, we would provide ChatGPT with a prompt to extract relevant information from an obituary. The prompt could be framed as:

PROMPT: You are an expert genealogist and the world's best prompt engineer. Find below an excerpt from a genealogical text. Your response will be passed to another AI which is capable of creating a diagram of family relationships. Extract information about people and relationships. Interpret that information use it to craft a prompt for the diagramming AI. Your response should be in the form of a prompt for the other AI.

OBITUARY:
Mrs. Houck, 53, Buried Saturday

Funeral service was held on Saturday at 11:00 a.m., at the Bethany Church, for Mrs. Annie Houck, 53, of West Jefferson, who died at her home on Thursday, January 20, after being ill for some time. The service was conducted by Rev. R. G. Wagoner and Rev. T. J. Houck, and burial followed at the Bethany Cemetery.

Mrs. Houck, who was a native of Ashe County, the daughter of Jacob Goodman and Sarah Tatum Goodman, is survived by her husband, James Houck, and the following children: Mrs. Dora Howell, Todd; Fay, Agnes and Jessie D. Houck; Phil Houck, of the U.S. Army, stationed in South America, and J. C. Houck, Jr., of the Navy, stationed in Maryland.

The data extracted by ChatGPT can then be used to create a prompt for the “Show Me” plugin to visualize these relationships:

"SHOW ME" PROMPT: Based on the provided genealogical text below, show me a diagram representing the reported  relationships. Combine Husbands/Wives into one node; for example "Annie Goodman married James Houck" is one node, and the parents together of their children.

Based on the provided genealogical text, please create a diagram representing the following relationships:
1.	Mrs. Annie Houck, born as Annie Goodman, was the daughter of Jacob Goodman and Sarah Tatum Goodman. She was married to James Houck.
2.	Annie and James had six children: Mrs. Dora Howell; Fay Houck; Agnes Houck; Jessie D. Houck; Phil Houck, who is in the U.S. Army, stationed in South America; and J. C. Houck, Jr., who is in the Navy, stationed in Maryland.
Please represent these family relationships, including marriages and offspring, in the family diagram.

The resulting diagram provides a visual representation of the relationships gleaned from the obituary, offering a unique perspective on the family structure and relationships of the deceased.

The value of this approach in genealogical research is manifold. Not only does it allow for the efficient extraction of valuable information from obituaries, but it also presents this information in a clear, visual format that can aid in understanding complex family relationships and in tracing lineages. It demonstrates the power of prompt chaining in unlocking the potential of obituaries as a source of genealogical data, bringing us one step closer to the stories of our ancestors.

VII. Conclusion

Looking forward, the potential of prompt chaining is immense. As the capabilities of AI tools like ChatGPT continue to expand, the possibilities for prompt chaining grow exponentially. The fine-tuning of the diagrams provided by the “Show Me” plugin, for instance, could lead to more nuanced and detailed visualizations of data, further enhancing our understanding of complex information.

Every week, we witness the introduction of new use cases – data extraction, translation, optical character recognition (OCR), narration, and diagramming, among others. With each new task that AI can handle, the potential combinations of prompt chaining multiply dramatically, broadening the horizons of AI-assisted endeavors, such as genealogy. This continuous growth in AI capabilities underscores the increasing relevance and power of prompt chaining.

In the present, we manually chain or link prompts, carefully curating the sequence to accomplish our specific goals. Yet, we can envision a future, perhaps not too distant, where AI agents will not only suggest optimal task combinations but also carry out complex workflows seamlessly, further reducing the manual effort and increasing the efficiency of achieving more intricate goals.

I invite all readers to dive into this fascinating world of AI-assisted research. Try out the “Show Me” plugin and experiment with prompt chaining. The journey may challenge your understanding of what AI can do and inspire you to imagine new ways to harness its power.

We would love to hear about your experiences, discoveries, and insights in this area. Please share your results in the Comments section below. Remember, every experiment, every question, every insight adds to our collective understanding of this powerful tool.

Here’s to the continued exploration of AI’s potential, and to the remarkable power of prompt chaining!

Using ChatGPT Plugins for Genealogy

What they are, where to get them, why use them, and how to use them: Using the AskYourPDF plugin as an in-depth example

I. Introduction: Plugins: What, why, where, & how

[NOTE: For clarification: the plugin features discussed in this post require a ChatGPT Plus subscription. At $20/month, you gain access not just to GPT-4 with its advanced functionalities – of which plugins are merely an additional advantage – but to an AI model that vastly outperforms GPT-3.5 and others like Bard, Claud, etc. Trying GPT-4 offers an incredible opportunity to unlock the vast capabilities of AI that you might not be fully utilizing yet. While plugins are a welcome bonus, GPT-4 is truly the star of the show. In other words, no one is paying $20 for plugins–it’s GPT-4 that’s worth the cost.]

Welcome to a fascinating exploration at the intersection of artificial intelligence and genealogy. If you’re a genealogist or a family history enthusiast, you are likely always on the lookout for tools that can aid in your research, streamline your workflow, and unlock new insights. Today, we’re going to delve into a resource that may be new territory for many: ChatGPT and its versatile plugins.

ChatGPT, developed by OpenAI, is a highly advanced language model trained on a diverse range of internet text. But what does that mean for you? Well, in simple terms, it’s like having a tireless research assistant that can generate human-like text based on the prompts you provide. It can answer questions, write essays, summarize text, and even generate creative ideas — all in the blink of an eye. It’s a tool that has been making waves in many fields, from education to business to creative writing, and it is beginning to assist the world of genealogy.

In this blog post, we’re going to introduce you to the world of plugins designed for ChatGPT Plus. We’ll explore what a plugin is, why it’s beneficial for genealogists, and how to enable, install, select, and use a plugin. We’ll also showcase some plugins that will be of particular interest to genealogists, and provide a more in-depth introduction to the AskYourPDF plugin, a tool that could prove invaluable in your research. So, whether you’re a seasoned genealogist or a beginner just starting your journey into your family’s past, join us as we explore the new frontier of AI-assisted genealogical research. The future of genealogy is here, and it’s incredibly exciting. Let’s dive in!

Essentially, a plugin is a piece of software that adds new features or functionality to another program.

II. What is a Plugin for ChatGPT Plus

In our digital age, the term “plugin” is quite common, but let’s pause a moment to ensure we all understand what it means in the context of ChatGPT Plus. Essentially, a plugin is a piece of software that adds new features or functionality to another program. Think of it as an accessory or an add-on that enhances the base product. In this case, the base product is ChatGPT Plus, and plugins are designed to augment its abilities, tailoring it to better fit your specific needs.

Now, you may be wondering: “What kind of enhancements are we talking about?” The beauty of plugins lies in their diversity. Some plugins are designed to give ChatGPT Plus new abilities, like parsing specific data formats or interacting with certain databases. Others are designed to improve the quality of the AI’s output in specific contexts, like technical writing or poetry composition. And some plugins, like the AskYourPDF plugin we’ll discuss later, can provide a seamless interface between ChatGPT Plus and other software or data sources.

For genealogists, plugins for ChatGPT Plus offer an opportunity to tailor the AI to better suit the unique needs of genealogical research. They allow you to push the boundaries of what’s possible with AI assistance, and help you leverage the vast capabilities of ChatGPT Plus in new and exciting ways. With the right plugins, you can transform ChatGPT Plus into a specialized tool for genealogical research, a tool that can save you time, streamline your research process, and help you unearth insights that might otherwise have been missed. In the following sections, we’ll explore this in more detail, providing a clear guide on how to use these plugins and highlighting some of the most valuable ones for genealogists. Stay with us as we journey further into the world of ChatGPT Plus plugins. It’s a world full of potential, and we’re excited to help you discover it.

PRO TIP: The AskYourPDF plugin not only allows you to search in, extract from, and chat with(!) a PDF document, but it can also access PowerPoint (.ppt and .pptx files), Excel and Google Sheets spreadsheets (.csv files), ebooks (.epub files), and Word and Google Docs documents (.rtf files).

A.I. Genealogy Insights

III. Why? The Value of Plugins for Genealogists

In the world of genealogy, every piece of information, no matter how small, can potentially be the key that unlocks a new understanding of your family history. The search for these pieces often involves sifting through vast amounts of data, from online records to old letters to scanned documents. This is where plugins for ChatGPT Plus can bring significant value.

Plugins can enhance the capabilities of ChatGPT Plus in ways that are particularly beneficial for genealogical research. For instance, some plugins are designed to improve the AI’s ability to understand and generate text in specific contexts. These can be incredibly helpful when you’re trying to interpret old documents written in outdated or specialized language. With the right plugin, you could ask ChatGPT Plus to explain what a certain phrase means or to provide a modern language paraphrase of an old letter.

Other plugins can help ChatGPT Plus interact with specific databases or digital resources. This can save you considerable time by automating some of your research tasks. Instead of manually searching through an online database for records of a certain individual, you could ask ChatGPT Plus, with the right plugin, to do it for you. You could even ask it to summarize the findings or highlight the most relevant details.

Let’s consider a specific example: the AskYourPDF plugin. This plugin allows ChatGPT Plus to interact with PDF files, a common format for many digital resources used in genealogical research. With this plugin, you can ask ChatGPT Plus to extract information from a PDF, such as the names and dates mentioned in a scanned census record or the key points from a lengthy historical article. This can be a huge time-saver, allowing you to focus more on interpreting the information and less on finding it. As we delve deeper into the realm of ChatGPT Plus plugins, it becomes clear that these tools hold great potential for genealogists. By automating tasks, interpreting complex language, and interacting with a range of digital resources, plugins can make your genealogical research more efficient and insightful. They are valuable tools in the modern genealogist’s toolbox, and we’re excited to help you explore them further.

In a moment, we will explore how to use the AskYourPDF plugin, but first we’ll talk about who can use this plugin, where to find it, how to install it, and how to activate it for use.

All ChatGPT Plus users now have access to plugins but they may not know that because plugins are considered a “beta” feature that are not enabled by default; that is, all ChatGPT Plus users can access plugins by enabling that beta feature.

A.I. Genealogy Insights

IV. How to Enable plugins, Install, Select, and Use a ChatGPT Plugin

Ready to dive into the world of plugins? This section will guide you through the process of enabling, installing, selecting, and using a plugin with ChatGPT Plus. Before we get started, it’s important to note that plugins are currently a beta feature. This means you’ll need to enable beta features in your OpenAI account settings.

Here is a step-by-step guide to get you started:

1.         Enable Beta Features: Log into your OpenAI account and navigate to your account settings. Look for a section titled “Beta Features” and check the box to enable them.

Open ChatGPT and navigate to the settings by selecting your name in the bottom left corner.
After opening the menu by clicking the dots next to your username, click “Settings” and look for the radio buttons to enable “Beta features.”
After clicking “Settings,” use the radio buttons to enable “Plugins.” While you are here, go ahead and enable “Browse with Bing,” which will empower you to use ChatGPT to browse the internet and answer questions about recent topics and events.

2.         Access the Plugin Marketplace: Once you’ve enabled beta features, you can access the plugin marketplace. This is where you can browse available plugins, read descriptions, and see user reviews.

To access the Plugin store or “Marketplace,” ChatGPT Plus users can click the “GPT-4” tab, opening the drop-down menu, and selecting the “Plugins Beta” model (the version or flavor of ChatGPT you wish to use).
After selecting the Plugins Beta model, select “Plugin store” from the drop-down menu.

3.         Install a Plugin: When you’ve found a plugin you’d like to try, select it to see more information. You’ll see an “Install” button on the plugin’s page. Click this button to add the plugin to your ChatGPT Plus. Currently plugins are free, but only three plugins can be “active” at any one time.

In the Plugin Store, you can search names and descriptions of plugins. Search for “pdf,” and several plugins with PDF capabilities will surface in the results. Currently, our tests indicate that “AskYourPDF” is the strongest plugin for working with PDFs. Click the “Install” button to add the plugin to your list of accessible plugins. Currently plugins are free, but only three plugins can be “active” at any one time.

4.         Select a Plugin: Once you’ve installed a plugin, you can select it for use. Although you can install any number of plugins, only three can be “active” at any one time. Of the active plugins, ChatGPT will select the most appropriate plugin as ChatGPT determines. PRO TIP: Because ChatGPT determines which active plugin to use, we often keep only one plugin active, forcing ChatGPT to use that plugin. Go to your ChatGPT Plus interface, and look for a dropdown menu labeled “Plugins.” This menu will list all the plugins you’ve installed. Select the plugin you want to use from this list.

Select a Plugin: Once you’ve installed a plugin, you can select it for use. Although you can install any number of plugins, only three can be “active” at any one time. Of the active plugins, ChatGPT will select the most appropriate plugin as ChatGPT determines. PRO TIP: Because ChatGPT determines which active plugin to use, we often keep only one plugin active, forcing ChatGPT to use that plugin.

5.         Use a Plugin: With a plugin selected, you can now use it in your interactions with ChatGPT Plus. The exact way you use a plugin will depend on its specific features and capabilities, so it’s a good idea to read the user guide or documentation that comes with each plugin.

Remember, each plugin will have its own unique features and methods of interaction. Some plugins may provide additional tools or options within the ChatGPT Plus interface, while others might enhance the AI’s responses to your prompts. PRO TIP: Don’t be afraid to experiment and explore the functionality of each plugin. In the next section, we’ll take a closer look at some plugins that are particularly useful for genealogists. Whether you’re looking for assistance with document interpretation, database queries, or another aspect of your research, there’s likely a plugin that can help. Let’s continue our exploration!

V. Suggested Plugins for Genealogists: AskYourPDF, Wolfram, Show Me, BlockAtlas

As a genealogist, the intricate task of tracing lineage and family history can sometimes feel like solving a complex puzzle. Fortunately, there are some innovative ChatGPT plugins designed to make your research more efficient, more accurate, and ultimately more fruitful. In this section, we’ll introduce you to three such plugins: Wolfram, Show Me, and BlockAtlas. We’ll explore their features, advantages, drawbacks, and specific applications for genealogical research. Please note, information about the AskYourPDF plugin will be discussed in detail in the next section.

1.         Wolfram Plugin

The Wolfram plugin is a powerful computational tool that enhances ChatGPT’s capabilities in several fields. Originally designed for use in disciplines such as mathematics, astronomy, chemistry, and geography, this plugin can also be a valuable tool in genealogical research.

Features and Uses: The Wolfram plugin can answer complex queries and provide visualizations and real-time data. In genealogy, this could be leveraged to analyze demographic data, calculate generational intervals, and provide visual representations of complex family trees. Additionally, the plugin’s strength in geography can assist in understanding the geographical distribution and migration patterns of your ancestors.

The Wolfram plugin doesn’t merely guess the next most likely word like a large language model, but rather enhances ChatGPT’s abilities with accurate computational reasoning and symbolic AI. Plugins can augment the capabilities of ChatGPT, allowing it to perform computations, deliver curated knowledge and data, and even create visual diagrams. However, they work in conjunction with, rather than replacing, the core language generation functionality of ChatGPT.

Pros: The Wolfram plugin offers improved accuracy and focus in responses compared to the standard ChatGPT model. It can handle complicated questions, providing a more streamlined response without overwhelming you with excess information.

Cons: The Wolfram plugin’s core strength lies in computational tasks and scientific fields. Although it can be significantly beneficial for genealogical research, this is not its primary function.

The Wolfram plugin doesn’t merely guess the next most likely word like a large language model, but rather enhances ChatGPT’s abilities with accurate computational reasoning and symbolic AI. Plugins can augment the capabilities of ChatGPT, allowing it to perform computations, deliver curated knowledge and data, and even create visual diagrams. However, they work in conjunction with, rather than replacing, the core language generation functionality of ChatGPT.

2.         Show Me Plugin

The “Show Me” plugin for ChatGPT Plus users allows the model to create diagrams using Mermaid JS, a JavaScript-based diagram and flowchart generating tool. This plugin is used to visualize data in a variety of graph formats.

Given the plugin’s ability to create diagrams, genealogists might use it to:

  • Visualize family relationships in the form of pedigree charts or family trees. These could outline ancestry and descent, helping to clearly see familial connections.
  • Create descendant charts to map out the offspring of a particular individual or couple.
  • Generate family group sheets that summarize vital information about a specific family, including the parents and their children, along with dates and places of birth, marriage, and death.
  • Develop family outline reports, which could be used to sequentially list each child in a family and their respective families.
  • Produce other types of diagrams that might be useful for genealogical research, like timelines or geographical maps.

Please note that these are potential uses inferred from the general capabilities of the “Show Me” plugin and the typical needs of genealogists. The actual possibilities would depend on the specific features and limitations of the plugin, and how well it integrates with genealogical research methods and tools. We were able to confirm the “Show Me” plugin’s ability to use the definition provided by Wolfram to create the diagram of between a person and their third cousin’s great-grandchild (or third cousin, three times removed).

3.         BlockAtlas Plugin

ChatGPT now includes a plugin called “BlockAtlas” which lets you use the AI to question US Census data, or, at least for now, a limited set of US Census data, the American Community Survey since 2005.

ChatGPT now includes a plugin called “BlockAtlas” which lets you use the AI to question US Census data, or, at least for now, a limited set of US Census data, the American Community Survey since 2005.

VI. A Deep Dive into the AskYourPDF Plugin

Navigating the expansive landscape of genealogical research often requires the ability to extract and process information from an array of sources, including PDF documents, text files, spreadsheets, presentation slides, and other documents. The AskYourPDF plugin, designed to work seamlessly with ChatGPT, is a powerful tool that can significantly enhance your ability to work with PDF files, and many other file types, including TXT, CSV, PPT, PPTX, EPUB, and RTF files.

1.         Detailed Overview of the AskYourPDF Plugin

The AskYourPDF plugin is an ingenious tool that enables ChatGPT to analyze PDF documents with enhanced capabilities. But what does this mean in practice? This plugin can examine a PDF document, suggest changes, extract pertinent information, and even provide a summary of the document’s content. What’s more, it can be used to search through a lengthy PDF document to find specific pieces of information, saving you precious time and effort.

Security Note: It’s important to exercise caution when using online tools for analyzing sensitive documents. There are websites claiming to offer AI PDF analysis for free, but they may have ulterior motives. For this reason, it’s recommended to only use the AskYourPDF plugin via the ChatGPT prompt window on the official OpenAI website to ensure the privacy and integrity of your documents.

2.         How the AskYourPDF Plugin Can Be Used in Genealogical Research

In genealogical research, the AskYourPDF plugin can prove to be a game changer. With the ability to analyze, summarize, and search through PDF documents, it can streamline the process of data extraction and interpretation. For example, if you have a lengthy historical document or a family record in PDF format, this plugin can swiftly sift through it to find relevant names, dates, and events.

Furthermore, if you’re dealing with a large collection of archival documents, the AskYourPDF plugin can help you extract and organize key information, making it easier to trace familial connections and build comprehensive family trees. The ability to quickly locate specific information in voluminous documents also means you can spend less time on manual search efforts and more time on interpreting and connecting the dots in your genealogical research.

3.         Tips and Tricks for Getting the Most Out of the AskYourPDF Plugin

  • Be Specific in Your Queries: When asking ChatGPT to find information in a PDF using the AskYourPDF plugin, be as specific as possible. For instance, if you’re looking for a particular name or event, specify it clearly in your query. This will make the search more effective and yield more accurate results.
  • Leverage the Summary Feature: If you’re dealing with a long document and want a quick overview, ask ChatGPT to summarize the PDF for you. This can help you grasp the main points and decide whether you need to delve deeper into the document.
  • Utilize the Extraction Functions: In the same way we have been extracting structured data from narrative sources which were pasted into the ChatGPT web interface, the same extraction functions can used with AskYourPDF tasks.

Because of the vast potential of this plugin for genealogists, additional research and posts are coming.

VII. Conclusion

As we draw to a close on our exploration of ChatGPT and its plugins, let’s take a moment to revisit the key points we’ve covered.

We started by introducing ChatGPT Plus, an advanced artificial intelligence model capable of engaging in intelligent and meaningful conversations. We learned that plugins are added tools that can enhance the functionality of ChatGPT Plus, providing additional features and expanding the range of tasks it can perform.

The value of these plugins in genealogical research came into focus, illustrating how they can streamline the research process, simplify data analysis, and allow for more efficient exploration of family histories. We also provided a step-by-step guide on how to enable, install, select, and use these plugins, thereby equipping you with the knowledge needed to integrate these tools into your research practices.

The OpenAI ChatGPT “Plugin Store” is not the only place to find plugins. There is a third-party site that offers a superior way to find ChatGPT plugins: WhatPlugin.ai.

Special thanks to a Facebook group “Genealogy and Artificial Intelligence” member for this tip.

We dove into the world of plugins that are particularly useful for genealogists, offering a brief overview of several notable ones. We then took a closer look at three top recommendations: Wolfram, Show Me, and BlockAtlas, explaining their specific features, pros, cons, and uses. This was followed by an in-depth exploration of the AskYourPDF plugin, illustrating its utility in analyzing, summarizing, and searching through PDF documents, a common requirement in genealogical research.

The journey through the capabilities and potentials of ChatGPT plugins hopefully has shed light on how these tools can become valuable allies in your genealogical quest. However, this exploration is far from exhaustive, and the full potential of these plugins can only be realized when they are put to use.

We encourage you to take these insights and explore the plugins further, integrating them into your research methods and tailoring their use to your specific needs. Each plugin brings its own unique set of capabilities, and the right combination of plugins can significantly enhance the scope and efficiency of your genealogical research. Remember, the journey of discovery does not end here. As you continue to work with ChatGPT and its plugins, you’ll undoubtedly find more ways they can aid your genealogical pursuits. Let your curiosity guide you, and let these tools empower your quest for deeper understanding of your family’s history.

AI Genealogy Use Case Guide: How-to Get from Story to Structured Data, 2: Create GEDCOM (family tree) files from obits, articles, & announcements

Introduction:

  • In the world of genealogy research, information is scattered across various sources, including narrative texts such as birth and wedding announcements, obituaries, and newspaper articles. These unstructured narratives can be challenging to manage and analyze. In this blog post, we will explore the specific task of quickly extracting valuable data such as names, relationships, dates, and places from these texts and converting them into structured data formats such as GEDCOM files, the format used to build and exchange family trees and to share genealogical data. This data extraction and storage process is tremendously beneficial for for streamlining genealogical research and making connections between family members, ancestors, and historical events.
  • To accomplish this task, we will be utilizing ChatGPT, an advanced AI language model developed by OpenAI. ChatGPT is capable of processing and extracting information from large volumes of text, making it an ideal tool for genealogy enthusiasts seeking to organize and analyze their research data efficiently.

Objectives:

  • Automate the extraction process: Utilize ChatGPT to efficiently extract names, relationships, dates, and places from various sources, such as announcements, obituaries, and newspaper articles, minimizing manual effort and speeding up the research process.
  • Improve data organization: Convert the extracted information into structured data formats such as GEDCOM files to facilitate better organization, storage, and retrieval of genealogical data.
  • Enhance data analysis: Enable genealogy researchers to analyze structured data more effectively, identify patterns, and uncover hidden connections between family members and historical events.
  • Save time and resources: Streamline the research process by reducing the time spent on manually extracting and organizing data, freeing up more time for analysis and interpretation.
  • Increase research accuracy: Minimize human errors and inconsistencies in data extraction and organization by leveraging ChatGPT’s advanced language processing capabilities.

Requirements:

  • Access to AI: Obtain a free or paid subscription to an artificial intelligence service such as OpenAI’s ChatGPT. Other AI options include Google’s Bard, Anthropic’s Claude, or Microsoft’s Bing Chat, but in April 2023, OpenAI’s GPT-4 based ChatGPT is strongest.
  • Input data: Provide ChatGPT with text from sources such as birth or wedding announcements, obituaries, and newspaper articles, containing information about names, relationships, dates, and places relevant to genealogical research.
  • Family tree software to read and use the GEDCOM file created here. Most genealogy applications and website and utilize GEDCOM files to share family trees and genealogical data; these include desktop applications such as RootsMagic, Family Tree Maker, Gramps, and online resources such as Ancestry, DNA Painter, MyHeritage, and FindMyPast.
  • Optional: Formatting requirements: Ensure that the input text is free of major errors or inconsistencies. Although ChatGPT can handle some level of noise in the data, better-formatted input will yield more accurate and reliable results. Our earlier Use Case Guide on Cleaning OCR Text quickly steps you through this process.
  • Helpful: Genealogy research resources: Familiarize yourself with various genealogical research methods, repositories, and databases to: (1) know where to find the texts to data mine, and (2) effectively contextualize and validate the information extracted by ChatGPT.

Caveats for the Careful on Large Language Models in Genealogy (April 2023):

  • No live internet access, with data current only up to September 2021
  • Unreliable for fact-based research, relying on statistical language patterns
  • Official ChatGPT warning: may produce inaccurate information
  • Mainly used for information processing, not discovering new data
  • Limited to 1500 words input/output (approx. 4k tokens)
  • Chatbots lack traditional memory, necessitating careful management of conversation
  • See Use Case Guide #1: Cleaning OCR Text for detailed information on each caveat above.

How To: Methodology:

  • Step 1: Get a free or paid AI account. In April 2023, OpenAI’s GPT-4 based ChatGPT is strongest, but the free version based on GPT-3.5 will also work; you can get a free account at https://chat.openai.com/auth/login.
  • Step 2: Find and prepare your input text. In spring 2023, most publicly-accessibly AI systems are based on large language models that are untethered to reality or knowledge systems; they work by selecting the next statistically most likely word based on your prompt and previous utterances in your chat. For this reason, fact-based researchers such as genealogists restrict the AI to working only on the data you input. In this series of Use Case Guides, we have been using texts from publicly available sources such as the Chronicling America newspaper archive from The Library of Congress and the National Endowment for the Humanities. Our Use Case Guide #1: How to Clean Raw and Poor OCR Text breaks-down this step down in a detailed walk-through; refer to that guide if you would like help with this step. This Guide uses an obituary first published 100 years ago this week in one of my state’s capital newspapers: “Westmoreland Club Honors J. E. Royall,” Richmond Planet (Richmond, VA) 1883-1938, April 21, 1923, Page 8, Image 8; Image and text provided by Library of Virginia; Richmond, VA; < https://chroniclingamerica.loc.gov/lccn/sn84025841/1923-04-21/ed-1/seq-8/ > [accessed: 17 April 2023]. I processed and cleaned the raw (nightmarish) Chronicling American text using the steps in Usage Guide #1.
  • Step 3: Start a new ChatGPT session. It is important to start a new ChatGPT session when beginning a new genealogical task because (lacking both short-term and long-term memory) the chatbot re-ingests up to the previous 400 lines of your “dialogue” in order to simulate a conversation; this can have the unintended effect of contaminating your chat with information from pervious utterances in the current session. See “Don’t Get Burned by Spicy Autocomplete” for more information about this concern.
  • Step 4: Write your prompt. Your prompt will include two parts: (a) your instructions to the AI, and (b) the input text from which you want to extract structured genealogical data. We’ll discuss both parts in turn.
  • Step 4(a): Write your instructions to the AI. The instructional component of a prompt itself has subcomponents. Here you can see that the first part of the instructions are directing the AI to assume a role, in this case, of a genealogist; this has the effect of providing a context for the AI’s response. Next, action verbs to direct the AI; in this case “Find,” “Prioritize,” “Create,” “Include,” and “Respond.” These will change depending on your task; if you have troubling crafting this part, ChatGPT can help: write the instructions as best you can, then use ChatGPT to “convert these statements to the imperative mood“; this has the effect of changing your statements to the desired form “[you, the AI] do (verb) this.” Finally, you will see that here we are directing the AI to create a table of data; this is the most simple form of structured data, and perhaps the most meaningful and accessible to the human genealogist! Later, I’ll show you how to transform this table data into forms more suited for genealogical tools such as tree making applications, spreadsheets, and databases. To assist in the verification of our work, the AI is instructed to show its work, that is, to include the evidence it used to make a relationship determination by quoting the passage it relied upon to state a relationship. So far, thus prompted, contained, restrained, and instructed, I have not witnessed a fabrication or hallucination of a relationship. If you do, capture and save your whole session; I’d love to see it.
PROMPT: Assume the role of an expert, professional genealogist. Find below the text of an obituary. Prioritize fidelity to the information below. Create a table of named relatives of the deceased. Include only explicitly named relationships. Respond in the form of a markdown table with the column headings: Deceased | Person 2 | Relationship | Evidence (where evidence is the quoted text from the article used to determine relationship).
  • Step 4(b): Paste your input text below the instructions. Below your instruction, paste the text from which you would like to AI to process. Remember, as of April 2023, we are limited to about 1500 words input. Folks may tell you that you can upload more, perhaps by asking the AI to accept your input in parts, and it will agree to do that, but if you upload more than about 400 lines or about 1500 words, the AI will drop and ignore parts of your input. (In OpenAI’s technical jargon, we are limited to 4096 “tokens,” more akin to syllables than words, but for simplicities sake, about 1500 words input and 1500 words output.) [NOTE: If you need to enter a newline or line break in the ChatGPT edit box, Shift-Enter will give you a new line without submitting the request.]
  • Step 5: Examine your results; adjust as needed. Just as writing means re-writing, so prompt engineering means prompting and re-prompting. I never get the best results on a first attempt, so I expect to refine a prompt until the AI is producing the data in the form I want.

The results here are exactly as expected. This use case is a greater accomplishment than may be apparent to some. The imagination or understanding of how this use case will soon scale (become more powerful) is sometimes the missing piece. Here, eight relationships were extracted from a 700-word obituary; that is admittedly weak tea. But in time we will be able to process book chapters (50-pages announced already), whole books (this year or 2024), and entire archives after that. That’s the big deal that’s coming.

  • Step 6: Set the context for your GEDCOM request prompt. Set the context of the GEDCOM request by asking the AI about its familiarity with GEDCOM files.
PROMPT: Are you familiar with the GEDCOM file format and standard?
  • Step 7: Prompt for the creation of the GEDCOM file. There are several items to note about this prompt. First, we are directing to AI to transform the table of named relationship created earlier; that table included direct quotations from the source article for ease of validation and verification, but since that is not desired in the GEDCOM file, we instruct the artificial intelligence to omit that column of information. We do want the source of this information included with the GEDCOM file, so we supply that here to ChatGPT.
PROMPT: Create a GEDCOM file from the table of named relatives above. Omit "Evidence" column. Include source information: "Westmoreland Club Honors J. E. Royall," Richmond Planet, Richmond, Va. 1883-1938, April 21, 1923, Image 8, Image and text provided by Library of Virginia; Richmond, VA
Persistent link: https://chroniclingamerica.loc.gov/lccn/sn84025841/1923-04-21/ed-1/seq-8/

GEDCOM FILE:
  • Step 8: Examine your results. I have found that ChatGPT very reliably creates accurate and functional GEDCOM files using this complete method. Other artificial intelligences may not be as reliable: Anthropic’s Claude will create an accurate GEDCOM file, but fail to add the newlines (carriage returns or hard line breaks) needed to create a functional GEDCOM; asking again for those newline characters usually works; I have not been able to successfully create an accurate and functional GEDCOM with Google’s Bard, Perplexity AI, nor Microsoft’s Bing Chat.
  • Step 9: Save your results. You need to save your GEDCOM file as a text file. This means finding and using your computer’s text file editor. The basic Windows text editor is Notepad, so Windows users will open Notepad with a new, blank file. Then, in the ChatGPT code window, click the “Copy code” link at the upper right corner of the code window. Switch to the blank text file, paste the GEDCOM data into the text file, and save the file with a name such as “Royall.ged”; the “.ged” extension (last characters of the file name) is important. Remembering to include this file name extension will enable your genealogical apps and sites to recognize this text file as a family tree file.
  • Step 10: Open, test, verify, and confirm your work. At this point, you can open your genealogy application such as RootsMagic, Gramps, or Family Tree Maker and open or import the GEDCOM file (you will need to check that application’s instructions for opening and/or importing a GEDCOM file). You will usually want to open the GEDCOM file as a new tree, as opposed to merging it into an existing tree. Compare the information now in your new family tree to the information stated in the birth or wedding announcement, obituary, or newspaper article.

Results and Analysis:

  • Expected Outcomes: By using AI for this genealogy task, you can expect the extraction of key information such as names, relationships, dates, and places from various text sources, subsequently saving the data in a structured format such as GEDCOM files. This will facilitate easier sharing of family trees and the exchange of genealogical information.
  • Accuracy and Reliability: While ChatGPT is a powerful AI model, the accuracy and reliability of the results will depend on the quality of the input data and the clarity of the information present. In most cases, ChatGPT can accurately extract relevant data points, but manual review and validation is required to ensure the information is consistent with your research goals.

Conclusion:

  • In conclusion, using ChatGPT for extracting structured data from narrative sources like birth and wedding announcements, obituaries, and newspaper articles offers significant benefits and some limitations. The technology has the potential to greatly enhance genealogy research by automating the extraction of names, relationships, dates, and places, saving time and effort for researchers. The ability to convert this information into a structured data format such GEDCOM files further streamlines the research process and facilitates data organization, the sharing of family trees and the exchange of genealogical information.
  • However, limitations need to be considered. ChatGPT’s accuracy may vary depending on the quality of the input text, especially if dealing with raw OCR text or handwritten documents. Additionally, ChatGPT might struggle with complex relationships and ambiguous information present in the narratives. To overcome these challenges, AI Genealogists need to manually review and verify the extracted data.
  • For further improvement and exploration of AI in genealogy, researchers should consider integrating ChatGPT with other natural language processing tools or specialized genealogy software to enhance its capabilities. Collaborating with AI developers to create tailored models for genealogy research could further optimize the extraction process and improve overall accuracy. Encouraging users to share their experiences and provide feedback will contribute to the ongoing refinement of AI solutions for genealogy.
  • Ultimately, employing AI tools like ChatGPT for genealogy research has the potential to revolutionize the field, making it more accessible, efficient, and accurate. As AI technology continues to evolve, the possibilities for its application in genealogy will only expand, benefiting researchers and family historians alike.

Call to Action:

  • Try ChatGPT for your genealogy tasks: We encourage you to harness the power of ChatGPT for your genealogy research. Experience firsthand the benefits of using AI to extract structured data from narrative sources like birth and wedding announcements, obituaries, and newspaper articles.
  • Share your experiences: We would love to hear about your experiences using ChatGPT for genealogy tasks. Share your successes, challenges, or any interesting insights you’ve gained through utilizing AI in your research. Your feedback can help improve the technology and benefit the entire genealogy community.
  • Ask questions and seek advice: If you have any questions or need assistance with using ChatGPT for genealogy tasks, feel free to post them in the comments section below or reach out to us on social media. Our community of experts and fellow genealogy enthusiasts will be more than happy to help.
  • Connect with others and expand your knowledge: Join genealogy forums, social media groups, and other online communities where you can connect with others who are using AI for genealogy research. These platforms are excellent resources for sharing tips, tricks, and best practices, as well as staying up-to-date with the latest advancements in AI technology.
  • Explore additional resources: To further enhance your understanding of AI in genealogy and to make the most out of ChatGPT, check out the provided links to tutorials, support forums, and related articles. Continuously learning and staying informed will help you maximize the potential of AI in your genealogy research.

AI Genealogy Use Case Guide: How-to Get from Story to Structured Data, 1: from Text to Table Data, from Stories to CSV files

Introduction:

  • In the world of genealogy research, information is scattered across various sources, including narrative texts such as birth and wedding announcements, obituaries, and newspaper articles. These unstructured narratives can be challenging to manage and analyze. In this blog post, we will explore the specific task of quickly extracting valuable data such as names, relationships, dates, and places from these texts and converting them into structured data formats such as tables, JSON files, and near-universally usable CSV files (great for importing into spreadsheets such as Excel and Google Sheets and into databases such as MySQL and AirTable). This data extraction and storage process is tremendously beneficial for for streamlining genealogical research and making connections between family members, ancestors, and historical events.
  • To accomplish this task, we will be utilizing ChatGPT, an advanced AI language model developed by OpenAI. ChatGPT is capable of processing and extracting information from large volumes of text, making it an ideal tool for genealogy enthusiasts seeking to organize and analyze their research data efficiently. Stay tuned as we dive into the objectives, requirements, and methodology of using ChatGPT for genealogy data extraction and organization.

Objectives:

  1. Automate the extraction process: Utilize ChatGPT to efficiently extract names, relationships, dates, and places from various sources, such as announcements, obituaries, and newspaper articles, minimizing manual effort and speeding up the research process.
  2. Improve data organization: Convert the extracted information into structured data formats (e.g., tables, JSON, and CSV files) to facilitate better organization, storage, and retrieval of genealogical data.
  3. Enhance data analysis: Enable genealogy researchers to analyze structured data more effectively, identify patterns, and uncover hidden connections between family members and historical events.
  4. Save time and resources: Streamline the research process by reducing the time spent on manually extracting and organizing data, freeing up more time for analysis and interpretation.
  5. Increase research accuracy: Minimize human errors and inconsistencies in data extraction and organization by leveraging ChatGPT’s advanced language processing capabilities.

Requirements:

  1. Access to AI: Obtain a free or paid subscription to an artificial intelligence service such as OpenAI’s ChatGPT. Other AI options include Google’s Bard, Anthropic’s Claude, or Microsoft’s Bing Chat, but in April 2023, OpenAI’s GPT-4 based ChatGPT is strongest.
  2. Input data: Provide ChatGPT with text from sources such as birth or wedding announcements, obituaries, and newspaper articles, containing information about names, relationships, dates, and places relevant to genealogical research.
  3. Optional: Formatting requirements: Ensure that the input text is free of major errors or inconsistencies. Although ChatGPT can handle some level of noise in the data, better-formatted input will yield more accurate and reliable results. Our earlier Use Case Guide on Cleaning OCR Text quickly steps you through this process.
  4. Optional: Data storage and processing tools: Utilize software and tools like Microsoft Excel, a CSV editor, or a MySQL client to store, manage, and analyze the structured data extracted by ChatGPT.
  5. Helpful: Genealogy research resources: Familiarize yourself with various genealogical research methods, repositories, and databases to: (1) know where to find the texts to data mine, and (2) effectively contextualize and validate the information extracted by ChatGPT.

Caveats for the Careful on Large Language Models in Genealogy (April 2023):

  • No live internet access, with data current only up to September 2021
  • Unreliable for fact-based research, relying on statistical language patterns
  • Official ChatGPT warning: may produce inaccurate information
  • Mainly used for information processing, not discovering new data
  • Limited to 1500 words input/output (approx. 4k tokens)
  • Chatbots lack traditional memory, necessitating careful management of conversation
  • See Use Case Guide #1: Cleaning OCR Text for detailed information on each caveat above.

Caveats for the Bold

  • These initial Use Cases are admittedly weak tea: limited and narrow in function and capacity; these constraints reflect the abilities and token limits of AI systems for fact-based research in April 2023.
  • For now, think “Lego pieces” not “Post-Doc Assistant”; that is, in spring 2023, don’t imagine AI is a magic genie that can do all your work for you, like a post-doc assistant; instead, AI-assisted genealogical tasks are now more like a growing Swiss army knife or set of Lego blocks with which you can build tools to solve larger problems. It doesn’t take too much creativity to imagine how even these modest use cases can today be linked/chained and combined with each other to accomplish larger genealogical goals; soon enough, I imagine, the larger goals will be one-step AI-assisted tasks. But, for now, enjoy playing with the fundamental building blocks of more powerful systems to come.

How To: Methodology:

  • Step 1: Get a free or paid AI account. In April 2023, OpenAI’s GPT-4 based ChatGPT is strongest, but the free version based on GPT-3.5 will also work; you can get a free account at https://chat.openai.com/auth/login.
  • Step 2: Find and prepare your input text. In spring 2023, most publicly-accessibly AI systems are based on large language models that are untethered to reality or knowledge systems; they work by selecting the next statistically most likely word based on your prompt and previous utterances in your chat. For this reason, fact-based researchers such as genealogists restrict the AI to working only on the data you input. In this series of Use Case Guides, we have been using texts from publicly available sources such as the Chronicling America newspaper archive from The Library of Congress and the National Endowment for the Humanities. Our Use Case Guide #1: How to Clean Raw and Poor OCR Text breaks-down this step down in a detailed walk-through; refer to that guide if you would like help with this step. This Guide uses an obituary first published 100 years ago this week in one of my state’s capital newspapers: “Westmoreland Club Honors J. E. Royall,” Richmond Planet (Richmond, VA) 1883-1938, April 21, 1923, Page 8, Image 8; Image and text provided by Library of Virginia; Richmond, VA; < https://chroniclingamerica.loc.gov/lccn/sn84025841/1923-04-21/ed-1/seq-8/ > [accessed: 17 April 2023]. I processed and cleaned the raw (nightmarish) Chronicling American text using the steps in Usage Guide #1.
  • Step 3: Start a new ChatGPT session. It is important to start a new ChatGPT session when beginning a new genealogical task because (lacking both short-term and long-term memory) the chatbot re-ingests up to the previous 400 lines of your “dialogue” in order to simulate a conversation; this can have the unintended effect of contaminating your chat with information from pervious utterances in the current session. See “Don’t Get Burned by Spicy Autocomplete” for more information about this concern.
  • Step 4: Write your prompt. Your prompt will include two parts: (a) your instructions to the AI, and (b) the input text from which you want to extract structured genealogical data. We’ll discuss both parts in turn.
  • Step 4(a): Write your instructions to the AI. The instructional component of a prompt itself has subcomponents. Here you can see that the first part of the instructions are directing the AI to assume a role, in this case, of a genealogist; this has the effect of providing a context for the AI’s response. Next, action verbs to direct the AI; in this case “Find,” “Prioritize,” “Create,” “Include,” and “Respond.” These will change depending on your task; if you have troubling crafting this part, ChatGPT can help: write the instructions as best you can, then use ChatGPT to “convert these statements to the imperative mood“; this has the effect of changing your statements to the desired form “[you, the AI] do (verb) this.” Finally, you will see that here we are directing the AI to create a table of data; this is the most simple form of structured data, and perhaps the most meaningful and accessible to the human genealogist! Later, I’ll show you how to transform this table data into forms more suited for genealogical tools such as tree making applications, spreadsheets, and databases. To assist in the verification of our work, the AI is instructed to show its work, that is, to include the evidence it used to make a relationship determination by quoting the passage it relied upon to state a relationship. So far, thus prompted, contained, restrained, and instructed, I have not witnessed a fabrication or hallucination of a relationship. If you do, capture and save your whole session; I’d love to see it.
PROMPT: Assume the role of an expert, professional genealogist. Find below the text of an obituary. Prioritize fidelity to the information below. Create a table of named relatives of the deceased. Include only explicitly named relationships. Respond in the form of a markdown table with the column headings: Deceased | Person 2 | Relationship | Evidence (where evidence is the quoted text from the article used to determine relationship).
  • Step 4(b): Paste your input text below the instructions. Below your instruction, paste the text from which you would like to AI to process. Remember, as of April 2023, we are limited to about 1500 words input. Folks may tell you that you can upload more, perhaps by asking the AI to accept your input in parts, and it will agree to do that, but if you upload more than about 400 lines or about 1500 words, the AI will drop and ignore parts of your input. (In OpenAI’s technical jargon, we are limited to 4096 “tokens,” more akin to syllables than words, but for simplicities sake, about 1500 words input and 1500 words output.) [NOTE: If you need to enter a newline or line break in the ChatGPT edit box, Shift-Enter will give you a new line without submitting the request.]
  • Step 5: Examine your results; adjust as needed. Just as writing means re-writing, so prompt engineering means prompting and re-prompting. I never get the best results on a first attempt, so I expect to refine a prompt until the AI is producing the data in the form I want.

The results here are exactly as expected. This use case is a greater accomplishment than may be apparent to some. The imagination or understanding of how this use case will soon scale (become more powerful) is sometimes the missing piece. Here, eight relationships were extracted from a 700-word obituary; that is admittedly weak tea. But in time we will be able to process book chapters (50-page capacity announced already by OpenAI), whole books (this year or 2024), and entire archives after that. That’s the big deal that’s coming.

  • Step 6: Save your work. Save both your ChatGPT session and save your response to a text file. You can now easily download your entire ChatGPT history. You may also want to copy-and-paste the table data to a local file; some of the formatting will be lost if you paste into a plain text file, but pasting into a Word or Google Docs file will preserve the markdown formatting, if that is important to you.
  • Step 7: Wring further data from the text. Named relationships are not the only data that ChatGPT can extract from a text. ChatGPT excels at FAN processing of a text (finding friends, associates, and neighbors that are mentioned in a text). People (“entities” in AI jargon) are not the only data that can be extracted. ChatGPT will also extract places, events, and dates from a text. For example, after extracting the explicit relationships from the obituary, I instructed ChatGPT to extract all named associates from the text:
PROMPT: Create a table of named associates of the deceased; broaden the meaning of associates as wide as possible to include ALL named people in the obituary if their relationship or function at funeral is stated. Respond in the form of a markdown table with the column headings: Deceased | Person 2 | Relationship.
  • Step 8: Create derivative data structures and formats. You can now instruct ChatGPT to create alternate file types such as CSV (common separated values) files which are nearly universally usable by spreadsheets (Excel, Google Sheets), databases (MySQL, MS Access, AirTable), and word processors (Word, Google Sheets). For the technically inclined, GPT-4 is able to convert the table data to JSON files for processing by web applications and custom programming scripts such as Python. In the next Usage Guide, I’ll show you step-by-step how to create a GEDCOM file, used widely to create family trees and exchange genealogical data. Here you can see all how the named associates of the deceased may quickly be downloaded as a CSV file:
  • Step 9: As a last step, ask the AI what you forgot. This is always fun, and reveals that while I may be focused on one type or piece of information, the AI may help me uncover the missing piece to solve a brick wall that was under my nose but which I’d overlooked.
PROMPT: What other genealogically relevant information might I also extract as structed data from this obituary?

Results and Analysis:

  • Expected Outcomes: By using AI for this genealogy task, you can expect the extraction of key information such as names, relationships, dates, and places from various text sources, subsequently saving the data in structured formats like table data, JSON, and CSV files. This will facilitate easier data analysis and integration into your genealogical research.
  • Accuracy and Reliability: While ChatGPT is a powerful AI model, the accuracy and reliability of the results will depend on the quality of the input data and the clarity of the information present. In most cases, ChatGPT can accurately extract relevant data points, but manual review and validation is required to ensure the information is consistent with your research goals.

Conclusions:

  • In conclusion, using ChatGPT for extracting structured data from narrative sources like birth and wedding announcements, obituaries, and newspaper articles offers significant benefits and some limitations. The technology has the potential to greatly enhance genealogy research by automating the extraction of names, relationships, dates, and places, saving time and effort for researchers. The ability to convert this information into structured data formats such as table data, JSON, and CSV files further streamlines the research process and facilitates data organization.
  • However, limitations need to be considered. ChatGPT’s accuracy may vary depending on the quality of the input text, especially if dealing with raw OCR text or handwritten documents. Additionally, ChatGPT might struggle with complex relationships and ambiguous information present in the narratives. To overcome these challenges, AI Genealogists need to manually review and verify the extracted data.
  • For further improvement and exploration of AI in genealogy, researchers should consider integrating ChatGPT with other natural language processing tools or specialized genealogy software to enhance its capabilities. Collaborating with AI developers to create tailored models for genealogy research could further optimize the extraction process and improve overall accuracy. Encouraging users to share their experiences and provide feedback will contribute to the ongoing refinement of AI solutions for genealogy.
  • Ultimately, employing AI tools like ChatGPT for genealogy research has the potential to revolutionize the field, making it more accessible, efficient, and accurate. As AI technology continues to evolve, the possibilities for its application in genealogy will only expand, benefiting researchers and family historians alike.

Calls to Action:

  • Try ChatGPT for your genealogy tasks: We encourage you to harness the power of ChatGPT for your genealogy research. Experience firsthand the benefits of using AI to extract structured data from narrative sources like birth and wedding announcements, obituaries, and newspaper articles.
  • Share your experiences: We would love to hear about your experiences using ChatGPT for genealogy tasks. Share your successes, challenges, or any interesting insights you’ve gained through utilizing AI in your research. Your feedback can help improve the technology and benefit the entire genealogy community.
  • Ask questions and seek advice: If you have any questions or need assistance with using ChatGPT for genealogy tasks, feel free to post them in the comments section below or reach out to us on social media. Our community of experts and fellow genealogy enthusiasts will be more than happy to help.
  • Connect with others and expand your knowledge: Join genealogy forums, social media groups, and other online communities where you can connect with others who are using AI for genealogy research. These platforms are excellent resources for sharing tips, tricks, and best practices, as well as staying up-to-date with the latest advancements in AI technology.
  • Explore additional resources: To further enhance your understanding of AI in genealogy and to make the most out of ChatGPT, check out the provided links to tutorials, support forums, and related articles. Continuously learning and staying informed will help you maximize the potential of AI in your genealogy research.

AI Genealogy Use Case Guide: How to Clean Raw and Poor OCR Text

  • Go directly to the step-by-step walk-through.
  • This detailed how-to is a follow-up to the use case announcement from March 22, 2023 titled “AI Genealogy Use Case: Cleaning-up OCR Text
  • This preliminary step prepares the AI Genealogist for other valid use cases today; cleaning your OCR text help eliminate “garbage in, garbage out” information processing.

Introduction: Cleaning-up incorrect and messily scanned text from newspapers, books, and other archive materials is often a first step in AI Genealogy, before running AI-powered tasks such as name, relationship, date, place, and event analysis on a text (birth or wedding announcement, obituary, newspaper article, or book chapter).

  • Artificial intelligence can be applied to quickly improve the quality of machine generated text from scanned newspapers, books, microfilm, records, and other archived materials.
  • When records are originally scanned, they are in an image format which cannot be searched by keyword or name; “optical character recognition” (OCR) is a computer process which attempts to determine the text in an image. Most traditional OCR software attempted text extraction character-by-character, without regard to a character’s place in a word, or a word’s place in a sentence. So OCR software gave no consideration whether “13” or “B” made contextual sense while rendering an image to text.
  • Large language models, the type of artificial intelligence powering systems such as OpenAI’s ChatGPT and GPT-4, can determine which is statistically more likely:
    • “13ob Smith” or “Bob Smith”
    • “1B4 South Main Street” or “1134 South Main Street”
  • Currently many OCR archives have an 80% to 90% accuracy rate, which is worse than it sounds. That doesn’t mean that 1 out of 5 words is incorrect, but rather that 1 out of 5 characters is incorrect, which means that every 5th letter could be incorrect, meaning that every word with 5 or more letters may be spelled incorrectly.
  • This helps explains why newspaper archive searches are notoriously difficult.
  • Cleaning-up incorrect and messily scanned OCR text from newspapers, books, and other archive materials is often a first step in AI Genealogy, before running AI-powered tasks such as name, relationship, date, place, and event analysis on a text (birth or wedding announcement, obituary, newspaper article, or book chapter).

Objectives:

  • Correct to standard English raw and/or bad OCR text, attending to spelling, grammar, punctuation, and structure, prioritizing the meaning and context of the original source.

Requirements:

  • OCR text to process. In this demonstration, an obituary from Chronicling America, a venture between the Library of Congress and the National Endowment for the Humanities, is used as an example: “Deaths in Virginia: Charles F. Fravel,” Richmond Times-Dispatch. [volume] (Richmond, Va.), 15 March 1922. Chronicling America: Historic American Newspapers. Lib. of Congress. https://chroniclingamerica.loc.gov/lccn/sn83045389/1922-03-15/ed-1/seq-11/ < accessed: Sat 15 Apr 2023 >.
  • Access to an artificial intelligence. In this demonstration, ChatGPT-Plus (Model: GPT-4, version March 23, 2023) was used on Sat 15 Apr 2023.

Caveats for the Careful: Misunderstood use; limited knowledge; limited size

  • As of spring 2023, most large language models like ChatGPT do not have live internet access; GPT-4 was trained on data as current only as of September 2021.
  • Even so, large language models do not do fact-based research, and so should NOT be relied upon to return accurate information, even pre-dating September 2021; large language models work by returning the statistically most likely word in a phrase (for more information, see Stephen Wolfram’s “What Is ChatGPT Doing … and Why Does It Work?
  • OpenAI includes this caveat with every ChatGPT response: “ChatGPT may produce inaccurate information about people, places, or facts.” In other words, to paraphrase my algebra teacher, while a blind squirrel may occasionally find an acorn, large language models are like well-trained blind squirrels that often find acorns but may occasionally return another kind of nut or something else vaguely resembling a nut.
  • Because of this current unreliability, most of my AI-assisted genealogical tasks involve not research but information processing or data processing, that is, using the AI to work with the information I provide and only the information I provide. In the spring of 2023, the primary task of the AI genealogy for me is to constrain or limit through careful prompt engineering to clean, extract, transform, translate, or otherwise work with my information, not to find new information. Not yet.
  • As of spring 2023, for most people and cases, the amount of information that can be processed is limited to approximately 1500 words of input and 1500 words of output. (Or, in the vendors’ jargon, 4k “total tokens,” more akin to 4000 syllables input and output combined, rather than words.
  • Chatbots don’t have “memory” in the traditional sense that we think of either people or computers having either short-term or long-term memory. Chatbots simulate the memory to carry-on a conversation by re-digesting up to the past, roughly, 400 lines of your current conversation each time you click Submit. This means that you can inadvertently contaminate a response with an earlier utterance from you or the AI. For this reason, I frequently start a New Chat for each genealogical task.

How To: Methodology: Step-by-step to clean raw, bad OCR text with AI

  • Find your OCR text. Newspaper and other archives usually provide access to the raw OCR text from their attempts to make records searchable. Chronicling American provides a “Text” link to access the raw OCR.
  • Copy your OCR text. After clicking “Text” or “OCR Source,” vendors may link you to the text for a whole page or just the article in which you are interested; incongruent, disconnected, and separated “(continued on page XX) sections will have to been copied separately.
  • Paste your OCR text. You may wish to consider saving the raw, messy OCR text to a text file for several reasons. Having quick access to the raw OCR text gives you options: to compare the “before” and “after” results; to experiment trying different prompts with one AI, say ChatGPT; or to compare how different AI’s such as Bing Chat, Claude, and ChatGPT perform comparatively with the same prompt and the same input OCR text.
  • Inspect (and perhaps correct) your OCR text. Look at the original OCR text that the vendor’s traditional OCR application generated. It may be fairly good. Or it may be shockingly bad. In certain cases, it may be worthwhile to manually make a quick correction to the raw OCR. In this example, the original OCR mistranscribed the name of the principle FRAVEL as KRAVEL in the title and occasionally in the body of the story; by correcting just the name in the title, ChatGPT brought the other misspellings into alignment.
  • Start a New Chat at ChatGPT. As explained in greater detail in the Caveats above, starting a new chat session with each genealogical task lessens the chance of contaminating a response with earlier utterances.
  • Consider and craft your prompt. Your prompt instructs the AI. Our goal with this OCR correction task is to have the AI act as a glorified spell checker, without injecting information not contained in the original OCR text. Here are two prompts that I have used successfully for OCR clean-up:
    • PROMPT: Normalize the following raw OCR text by correcting spelling errors, expanding abbreviations, standardizing capitalization and punctuation, and adjusting formatting for improved readability, while preserving the original meaning and context. Provide clear documentation of any changes made during the normalization process.
    • PROMPT: Correct the following raw OCR to standard English; prioritize the fidelity to the original context, meaning, and style.
    • I’ve found for obituaries that the second prompt returns better results, while the first prompt works better for longer newspaper articles.
  • Enter your prompt and paste your OCR text. In your new ChatGPT dialogue, enter your prompt and paste your raw OCR text.
  • Inspect ChatGPT’s response. Examine the results. Look for obvious errors, both new and uncorrected.
  • Revise prompt if needed and re-run. Just as good writing means re-writing, so good prompt engineering means prompt re-writing. If there were new or remaining errors in your response, consider what modifications to your original prompt would eliminate those errors.
  • Save your work. Save both your ChatGPT response by copying-and-pasting the text to a file on your computer. Save, too, the ChatGPT conversation by giving the dialogue a meaningful name; you can change the name of a ChatGPT conversation by hovering the mouse over the chat name in the left menu bar and clicking the pencil icon to edit the name; after changing the name, click the checkmark to save the new name. You now also have the option to download your complete ChatGPT history.
  • Prepare for next steps. Rarely, if ever, is cleaning OCR text the end goal. Usually cleaning OCR text is a first step in a longer process of data extraction and information processing. You are now ready for those next steps.

Results and Analysis:

  • Here are the “Before” and “After” results:
    • BEFORE: deaths in Virginia Charles !?. Kravel, WOODSTOCK, VA., March 11.? Woodstock has lost another substan tial citizen In the death of Charles F. Kravel Sunday. March 12. Sev eral months ago Mr. Kravel was stricken with valvular heart trouble atul his condition at the time was so precarious that life was despaired of. Howere,, he rallied sufficiently to he out again and just a few days prior to his death was at his place of business. He was the son of the late James H. and Jone Kravel, or Woodstock, and was born September 20. 1K.9. He was married to Miss Ida B. JTottel. of I’ugh’s Run, on February 23. 1S*2. and two children survive, Dr. Hoy c. Kravel. of Richmond, and Tom H Fravel, of the Woodstock post office. Resides his two sons and his widow, he Is survived by one sister. M rs. Charles Raising, of Memphis, T? nn.
    • AFTER: DEATHS IN VIRGINIA Charles F. Fravel, WOODSTOCK, VA., March 11 – Woodstock has lost another substantial citizen in the death of Charles F. Fravel on Sunday, March 12. Several months ago, Mr. Fravel was stricken with valvular heart trouble, and his condition at the time was so precarious that life was despaired of. However, he rallied sufficiently to be out again, and just a few days prior to his death, he was at his place of business. He was the son of the late James H. and Jane Fravel of Woodstock and was born on September 20, 1859. He was married to Miss Ida B. Hottel of Pugh’s Run on February 23, 1882, and two children survive: Dr. Roy C. Fravel of Richmond and Tom H. Fravel of the Woodstock post office. Besides his two sons and his widow, he is survived by one sister, Mrs. Charles Rising of Memphis, TN.
  • Reasonable expectations: While surprisingly good, do not expect perfection; remember, large language models like ChatGPT and GPT-4 are playing the odds, picking the statistically most probable next word, so edge cases may result in errors.

Conclusions:

  • ChatGPT can effectively be used today to clean raw, messy OCR text.
  • This how-to example used a short, 150-word obituary. Currently, in April 2023, the input of most AI tools to which folks have ready access today is limited to about 1500 words input and 1500 words output, about three to six typed pages, depending on spacing. In April 2023, OpenAI announced 32k processing would be available soon, which would allow for about 50 pages of both input and output. In time, in hindsight, it will probably seem humorous that we were ever concerned about such tiny limits. Today’s limits are tomorrow’s breakthroughs.

Calls to Action:

  • Try This Yourself: Find a birth or wedding announcement, obituary, or genealogically-rich newspaper article and give the OCR cleaning described on this page a try. Then, you are ready for…
  • Today’s Next Steps: You can use text you cleaned today with the next use cases have been discovered and used successfully today: name, relationship, place, date, and entity recognition; then data extraction and information processing; text-to-GEDCOM; and narrative report creation.
  • Archive owners and vendors should consider AI-processing their OCR text to improve the quality of their data; there is nothing sacred about the error-ridden raw OCR text that was created in decades past. Your users will experience greater value when your data is clean and yielding productive search results.
  • Share your experiences, feedback, or questions in the comments section or on social media, especially the Facebook group “Genealogy and Artificial Intelligence.”

Genealogy and Artificial Intelligence: Falling Off the Dunning-Kruger Cliff

What do we call the disappointment that first-time users feel when AI tools fail their expectations?

I know I got burned last year and I had my own WTF moment. I certainly don’t blame folks for feeling misled. For SO many reasons. The most harmful may be the hype that likely draws many first-time users–that AI will be a “Google-killer.” Well, since “Google” is synonymous with search the way Xerox was with copiers and Kleenex is with tissues, I don’t blame folks for expecting that the Google-killer would be good at search and research. But as we all soon discover, that’s not what this tool is–at least not in spring 2023.

The AI genealogy learning curve is harsh, and for most of us, involves an early fall off the cliff of the Dunning–Kruger effect. I hope folks recover from that first disappointment, however, to learn how AI can be used in AI genealogy now, in smaller, constrained, less grandiose ways, than we perhaps all expected during our first ChatGPT sessions.

And today’s failed expectations may likely be tomorrow’s breakthroughs. Which is exciting for some, but not unreasonably stressful for others. Hype aside, the pace in which new AI tools and abilities are coming will be quick. So it’s not unreasonable for some to think, “Why should I spend 10 or 100 hours now learning a new skill set that may be obsolete in three years or even three months; I think I’ll wait till the dust settles, and learn the easy version then.”

The concern of replacement among professional knowledge workers, also, is not illegitimate. In a field perhaps tangential to genealogy–law–I heard an interesting discussion among folks more informed than myself. And their discussion went something like this: “AI will not replace lawyers. But AI-savvy lawyers will replace lawyers who aren’t.” Then they imagined a large law firm that currently hires a number of young attorneys each year out of law school. If a fewer number of AI-savvy lawyers can do the work of other lawyers, that could create disruption. Folks near the end of their careers and those with greatest power might not be too concerned. But many others will be.

That said, I’m excited and optimistic about AI genealogy. I hope others will shake off their first disappointments–we’ve all been there–and will ignore the hype and hustle. Learn what AI genealogy can and cannot do today, keeping in mind that those things will change, some more quickly than others. And embrace the thrill of being a life-long learner.

Best wishes, Steve

Hello world!

Welcome to AI Genealogy Insights, where we explore how artificial intelligence can assist genealogists and family history researchers, with a particular focus on:

  • discovering the advantages and limitations of AI,
  • and how genealogists can apply this knowledge.

As someone with training and a background in applied linguistics (natural language processing and computation linguistics–foundations of artificial intelligence), language and literature, computers and programming, writing and storytelling, and genealogy and family history, I am passionate about combining these interests to enhance genealogical research and discovery.

My focus has locked onto the fascinating world of artificial intelligence and its applications in the field of genealogy. Here, you’ll find discussions on what AI is, what genealogists need to know about the current state of AI-assisted genealogy, what currently are good applications of AI genealogy and what are not, how to leverage AI to be more productive, what AI genealogy developments may be coming soon, where useful AI tools and services can be found, and explorations as the limits and boundaries of what is possible with AI genealogy are expanded.

I invite you to explore the site and engage with the ideas presented, as we embark on this exciting journey of harnessing the power of AI to uncover the rich tapestry of our family histories and how we can do more with AI genealogy. There are two areas of the site in which you might begin exploring: Use Case Guides and/or Blog Posts.

The Use Case Guides walk users step-by-step through currently working and proven AI-assisted genealogical tasks. AI Genealogy is a fact-based research and reporting discipline. Yet the large language models powering today’s artificial intelligence (AI) systems weak with facts though great with words. Their weakness with facts and research, however, hardly renders them useless to genealogists. Knowing the benefits and limits of artificial intelligence empowers genealogists today and help us recognize breakthroughs tomorrow. The use cases here illustrate how researchers are successfully using AI Genealogy today.

Another place to begin is by reading a Blog Post that is of interest to you. Blog post topics are more wide-ranging, and may include: AI Genealogy industry news and commentary; recommendations for books, tutorials, podcasts, video, and the like; AI Genealogy Tips and Tricks; and both upcoming and speculative AI Genealogy Use Cases. Blog posts written before April 7, 2023, were originally published on my family history site, Ashe Ancestors. I will continue to post about family history there, but my AI Genealogy research and writing will be shared here.