AI as Partner, Not Replacement: Human-Led Research Planning in the Sally Keaton Case by Nicole Elder Dyer

This lecture explores how modern AI tools can assist genealogical research planning through the case of Sally Keaton, where the objective was to identify her children using limited historical records and DNA evidence. The presentation demonstrates how to structure effective research plans with AI assistance, covering essential elements including clear objectives, summaries of known facts, working hypotheses, identified sources, and prioritized strategies. Using Sally Keaton’s case as the central example, the lecture showcases practical AI tools, such as side-by-side editors: Canvas (ChatGPT and Gemini) and Artifacts (Claude); also advanced capabilities including reasoning models and organizational tools like ChatGPT’s Projects, Claude’s Projects, Perplexity’s Spaces, and Gemini Gems. While AI can create research plans on its own, human-AI collaboration produces better results. When researchers guide and refine AI-generated strategies instead of using fully automated planning, they achieve more accurate results.