Google NotebookLM Tutorial

This is it! You have decided to give Google’s NotebookLM a try!

Maybe you want step-by-step instructions, or just want to look over the process before diving in. Either way, this tutorial stands ready to help.

What will you do in this Notebook? One suggestion is to upload a group of documents related to a subject or ancestor. These are documents that you want to understand better or analyze. Don’t overthink it. You just need to have an idea of your subject, because once you begin to use the Notebook more ideas will probably come to you.

In this tutorial, we’ll get started with a brand new NotebookLM, add documents to it, then based on those documents generate an Audio Overview, an Infographic, a Slide Deck and a Video Overview.

NOTE: For this tutorial, keep in mind that Google may change how it looks or add/remove specific functionality and labels at any time, but the basic ideas will remain.

When you have decided the topic for your Notepad, it’s time to get going and create it.

In my example I will add only a few documents: the homestead patents and pages from the tract books for Charles F. Gilroy.         

Here’s the link:

https://sites.google.com/view/notebook-lm/login

Login to your Google account here. If you are already logged into Google in the same browser, you may go directly to this page:

You’re in!

Select Create new notebook to start.

After you have created a new notebook, a window pops up asking you to add media. (This is the same window that will open when you select + Add sources)

As of this writing the Notebook supports: Google Docs, Slides, PDFs, text files, web URLs, YouTube transcripts, and audio files. When you enter a link a YouTube video, only the transcript will be used and the video has to be public.

For best results, enter documents with text in them. There is no guarantee that images will be transcribed properly.

From this window you can drag and drop the files you want to add to your Notebook.

When adding to this Notebook, I have to admit that I did not follow the text-is-best rule. That means I will need to verify the transcription that the Notebook is using was done correctly. I added Land Patents and Tract Book images. (The Tract Book images had been located by FamilySearch Full-Text Search!)

On the left, I selected one of the sources, and viewed a description of the document containing key information from it that had been extracted. 

The workspace that opens is called the Notebook, and it has three windows labeled: Sources, Chat, and Studio. The first two are self-explanatory.

The third window is the Studio Window, which is also called the Studio Panel.

There are two sections within the Studio Panel. One section is home to the buttons, called Action Tiles, where you ask the Notebook to generate complicated multimedia products. By selecting an Action Tile, the Notebook to generate audio or visual presentations, infographic, slide decks, reports, mind maps and more. At this point, several Tiles are labeled “Beta” which means they are almost ready to be full-fledged features but are still being evaluated. Do not let that dissuade you from trying them! Test them out for yourself.

The second section is the Generated Resource List. When you request a product, you will see it added to that list. The list is empty for a new Notebook. As you choose products, the list is populated with the generated media. Next to each resource in that appears in the list there is a 3 dot menu (snowman) where you can Rename, Download, Share or Delete a resource. When you rename a resource, that changes only the name and does not change any of the media’s content.

After uploading the documents, a name for the notebook was automatically generated.

I renamed the Notebook.

Audio Overview

First, I tried an Audio Overview based on the few documents I had uploaded. This action offers to “Generate an AI podcast based on your sources.”

Documentation for the Notebook had explained that it may take some time for the Audio Overview to be generated.

Within minutes, I was listening to audio in a podcast format of two people explaining and discussing the documents and their context in a pleasant conversation presentation. It was 19 minutes, 12 seconds in length.

A clip from this audio is here:

Infographic

Next, I decided to generate an Infographic based on the documents.

In the Generated Resource List at the bottom of the Studio Panel, there was a spinning circle to indicate that the infographic was being generated. When it was done, I could select it from the list.

I clicked on the Infographic in the list in the Studio window

and a Viewer opened up. I had options to share, download, collapse the Viewer and close the Viewer in the upper right hand corner.  

After I closed the Viewer, I could click on the snowman (3 dot menu) and to be presented with options: Rename, Download, Share, Delete

This is one of the features that in BETA, but the infographic that was generated was interesting.

Slide Deck

An option is to generate a Slide Deck. At this time, this feature is in BETA.

I selected Slide Deck and waited while it was generated

When I clicked on the Slide Deck in the Resource List, a Viewer opened up where I could look at the slides, and interact with them.

I particularly liked this slide

NotebookLM Generated Slide

I also liked the option to download the slide deck as a PDF or a PowerPoint document.

Selecting “Revise” gives you the chance to interact and make change to the slide. The pending changes will be generated in a few minutes (or longer).

Video Overview

I selected the Video Overview Tile

and accepted the default selections, which included the longer Explainer format.

Generating that video took a long time. When I quizzed Gemini if I could find out how long it took to generate a product, I was told no, but that this task usually took from 5 to 30+ minutes.

At the end of that response, Gemini asked me if generating was taking a long time, and when I said yes, Gemini recommended that I refresh the webpage because the user interface had not updated. When I followed this recommendation, it appeared that the Video Overview generation had failed.

I deleted the Video Overview entry on the Generated Resource List, and tried again. This time I selected the option for a Brief Format.

The brief format video was generated within minutes, providing me with a video 1 minute and 50 seconds long.

When I clicked on the Video Overview in the Generated Resource List it opened a window within the Studio Panel. The video gave the context of the Homestead Act then dove into presenting data about the two homesteads’ and their patents.

An excerpt from the video:

An Experiment in the Chat Window

I have engineering experience in testing, which matches my style of pressing the buttons and trying the features. That made me want to see if I could get some general information in a Chat within the Notebook.

I asked in the Chat window of the Notebook: If I upload a Word document with newspaper clippings can you transcribe all of them?

This was answered literally, using only the data within the Notebook. (At that point, there was no Word document in the sources containing newspaper clippings.) So if you have a general question that is not based on the information loaded into the Notebook, or have a question about how NotebookLM works it would be better to ask it in Google so that Gemini can answer it.

Gemini told me that “…if the clippings are embedded as images (e.g., photos or scans of newspaper pages), NotebookLM may not automatically transcribe that visual information into searchable, readable text” reminding me that “NotebookLM is designed to work with machine-readable text. If your Word document contains photos of newspaper clippings, the AI may be unable to “read” or transcribe the text inside those images.”

Getting back to my Notebook

When you need to revisit your Notebook, or login on a different computer, you can choose it from your list of Recent notebooks.

Current Limitations

According to Gemini, currently free accounts have limits of generating approximately 3 Audio/Video Overviews per day, and can only send 50 chat queries per day. The Free accounts are limited to 50 sources per notebook, and are limited to 100 notebooks. (Workaround for large projects: Try combining multiple, smaller documents into a single PDF or Google Doc before uploading.)

Google has a tutorial that provides good information in an overview, and it can be found at: https://sites.google.com/view/notebook-lm/tutorial

Give this a try and explore the Tiles and Chat. Let me know how you do.

Have You Tried Google’s NotebookLM Yet?

Trying out NotebookLM has been on my to-do list for months. I just did, and I was blown away by it. The accessibility of technologies that I knew existed but had so well not seen integrated was impressive. You can chat with the AI about what has been added to the Notebook, and you can generate products based on what the uploaded documents. The AI-generated media and responses in the Notebook are all based on the documents that you upload to it, which should reduce the opportunity for AI hallucinations. Keep in mind that the best idea is to enter documents with text; there is no guarantee that images will be transcribed properly.

I had already identified a couple of ancestors as test cases. One is all-time family favorite who was born and raised in Newport, Rhode Island, served in the Army during Spanish-American War, then settled on a homestead out in Oregon. He was a poet and a raconteur who loved to travel and was always involved in social movements.

Another ancestor is one of my brick walls. He is the only German immigrant in my tree (so far), and while I have clues about his origins in Germany, I cannot pin down his arrival to the United States or from whence he came. What I have learned about him is in the U.S., and begins when he was married to an Irish woman, after he had anglicized his name. From the time of his marriage, he never lived near other German immigrants. Very knowledgeable and generous researchers in Brooklyn, New York, and in Germany have helped me follow up on the very limited clues I have developed. The ability to pull together the material and look at it from different perspectives has the potential to help with this brick wall.

If you have not had a chance to try out NotebookLM, here is the link:

https://sites.google.com/view/notebook-lm/login

If you are interested, I have put together a step-by-step tutorial that will get you started here: Google NotebookLM Tutorial.

Now Open: “Tracing Your New York Ancestors with the NYG&B”

Are you researching Ancestors in New York State? If so, you will probably be interested in the free on-demand online course from The New York Genealogy & Biographical Society: “Tracing Your New York Ancestors with the NYG&B.”

In the six video sessions of the course, you will learn about NYG&B, its services, membership and publications. The sessions cover the use of their online collections.

When you sign up for the course, you have 60 days to complete it. During that time you can review the on-demand lectures and revisit the materials. When the 60 days expires, you can re-register for the course again. When you complete the videos for all the sessions you can enter your name to receive a personalized digital certificate.

The opportunity to learn about the resources of the NYG&B through the sessions given by their esteemed experts is terrific. The information that I found most interesting were about the resources available on their website, addressing how to navigate their website and ways to search their databases. The demonstration of how to search their collections through the New York Public Library catalog were invaluable.

It was fascinating to learn about the products created by the scholars in residence, who have created work about the resources at the NYG&B. Those products are available on the website, and might be leveraged in our own research.

Insights into the educational programs and how to use the tools were also important parts of the course. Be sure to download the handouts that accompany each class.

You can register for the online course, as well as learn about the sessions and presenters at: https://www.newyorkfamilyhistory.org/tracing-your-new-york-ancestors-nygb-registration

AI: Meta Prompting

If you have attended one of my AI presentations, then you know how important it is to develop prompt engineering skills to get the most out of Large Language Models (LLMs). The good news is that we do not always have to create the perfect prompt on our own!   

There is a harsh term used in my field, GIGO, which stands for Garbage In, Garbage Out. When it comes to AIs, this applies to the fact that the LLM response (output) will only be as good as our prompts (input).  

A simple explanation of meta prompting is to have one Large Language Model (LLM) create a prompt for another one. Meta prompting is more involved than that because it builds a prompt with more specific instructions about the steps to take to realize the goal of the prompt. It is as if the LLM is translating what you want to do into LLM language!

The cinematic arts student at my home gave me some insights into his practical use of meta prompting. He was having an issue with an AI that generates video. It was not creating what he was describing, so he turned to ChatGPT to explain his vision and ask for a prompt to use for generating that image. ChatGPT dutifully responded with a prompt that did work with the AI video generator. The message is that when it comes to crafting prompts, we are not on our own.

While working to understand meta prompting, I thought of an example application to try before applying this skill to genealogy. I asked ChatGPT to create a prompt for me that I could use to have a research report generated for me about a topic. I also specified what and how I wanted to investigate the topic, as well as the fact that I wanted sources and in-text citations. Using the power of the AI to recognize patterns, I certainly wanted analysis to be part of generating the data in the report.

A prompt was created, but ChatGPT had some specific questions that it included in its response about the type of citation I wanted and asked if there were other constraints, such as word count or including quotes. We had a conversation to refine the prompt, starting with a 308-word prompt and concluding with the final response which was a modular, reusable 1122-word prompt.

The prompt began with: “You are an expert in …

The prompt contained sections for FOCUS & SCOPE, RESEARCH & SOURCES, STRUCTURE OF THE REPORT, STYLE & LENGTH and FINAL OUTPUT

ChatGPT’s prompt also included some interesting anti-hallucination guidance: “If there are areas where evidence is limited (for instance, few direct author comments about a particular name), clearly indicate uncertainty and base comments on reasonable inference, not fabrication.”

I decided to use the prompt in ChatGPT, and opened a new chat. I pasted in the prompt, and it responded with a request for clarification:

It offered me options, providing details, which are omitted for brevity:

• Option A — Use only 100% verifiable, well-known, widely documented sources
• Option B — Allow me to cite plausible but harder-to-verify sources
• Option C — A blended approach

Then it asked me to respond with which option it should use:

After the clarification interaction, ChatGPT told me that

It waited for my response before it began to generate the report:

The report was reasonable, and described patterns. ChatGPT offered me formats for downloading the report and other products based on the report, an executive summary and PowerPoint presentations. If I want to dig deeper, this report is valuable to me as a starting place.

Of course, the caveats still remain about not using this for school reports (unless the assignment calls for the use of AI) and not submitting it to a client. There can be tell-tale signs of an AI-generated report, as I know from a high school science fair project done by that same cinematic arts student, and documentation out on the web.

So, will you try meta prompting? Let me know how you do.

NCGS Fall Conference 2025

Recently I had the pleasure of presenting at, and attending, the North Carolina Genealogical Society Fall Conference 2025. The Conference was very well planned and organized at a wonderful venue with great food. As much as I appreciate the reach of virtual presentations to give presentations at many places far from where I am based, it was nice to be with a group of genealogists, learning and chatting.  

At the Conference, I presented sessions about Military Research and Artificial Intelligence (AI). When speaking about military research, I always customize my presentation to include finding military records for the location of the audience. North Carolina has great resources, both in person and online!

With a Ph.D. in Computer Science and Engineering, I am always reaching deep into the technology of AI to learn its inner workings, and to then share an understanding of how it works and how to use it. As a graduate school professor in cybersecurity, and having tested computer code used on military aircraft for years, I also have a perspective about what we should be concerned about and what can go wrong.

What was also fantastic about the Conference was that people could attend the lectures virtually. The NCGS members and technical staff streamed the presentations and recorded them for attendees to watch later. I knew everything was working when questions from online viewers came during the lectures and insightful questions via email were waiting when I returned to my hotel.

Even though my research in North Carolina is limited to a few months during WWII at Camp Davis, I did attend J. Mark Lowe’s presentation, “Creating North Carolina Local and Regional Locality Guides.” (Mark’s smile is even bigger in person!) The presentation definitely had information that I will carry forward to the places where I do research. I will never look at detailed maps the same way again.

I attended another terrific presentation about using DNA to solve maternal surnames by Kate Penney Howard. Jon Smith’s workshop about using AI for creating locality guides certainly shifted my mindset from the free form text I have been using, and his tips about using Gemini in Chrome tabs were game changers. Thankfully the presentations were recorded so that I can enjoy Diane L. Richard’s presentation about Researching Your Ancestors as Kids. (Diane and I share an educational experience: Go RPI Engineers!)

The beginning-to-intermediate artificial intelligence presentation I gave on the first morning may have provided a warm-up for Steve Little’s intermediate artificial intelligence presentation. It is always interesting to see how other genealogists are using AI tools, and how its use is gaining acceptance. Promise to keep checking your output and stay sensitive to privacy concerns!

Thank you to everyone who planned and worked on making the 2025 North Carolina Genealogical Society Annual Conference such a great experience, to the audience members who shared their time with me, and all the other instructors and attendees for a rewarding and fun time!

NCGS 2025 Fall Conference

Will I see you there?

I am excited to be invited to present in person and online!

On Friday, I will be presenting Ancestors, AI, and Prompt Engineering.

On Saturday, I will be presenting a Crash Course in Researching Ancestors in the US Military.

There are great speakers, and great talks, Friday and Saturday. There is also an optional Beginner Day on Thursday, featuring four lectures just for beginners!