Use Cases

Representative use cases: personal KB, team knowledge, agent memory.

Use Cases

Matric-memory adapts to different scales and requirements. This guide maps common scenarios to recommended configurations, helping you choose the right setup for your needs.

Personal Knowledge Base

Scale: 1-10K notes | Users: 1 | Hardware: Tier 1-2

Who This Is For

Researchers, students, writers, and developers building a personal second brain. You need a reliable system to capture ideas, organize research, and discover connections across your notes.

Deployment:

  • Docker bundle with local Ollama
  • Single container deployment (PostgreSQL + API + MCP)
  • No authentication required for single-user setups
  • 8GB RAM minimum, 16GB recommended

Models:

  • Embedding: nomic-embed-text (768 dimensions)
  • Generation: llama3.2:3b for note revision and summarization
  • Hardware: Tier 1 GPU (RTX 3060, 8GB VRAM) sufficient

Storage Optimization:

  • Enable MRL at 256 dimensions for storage efficiency on large collections
  • Semantic chunking for mixed markdown content
  • Auto-embed rules: embed on creation, skip on minor edits

Environment Variables:

# .env
DATABASE_URL=<DATABASE_URL>
OLLAMA_BASE_URL=http://localhost:11434
EMBEDDING_MODEL=nomic-embed-text
EMBEDDING_DIMENSION=768
MRL_DIMENSION=256

# Disable auth for single-user
DISABLE_AUTH=true

# Enable multilingual search if needed
FTS_SCRIPT_DETECTION=true
FTS_TRIGRAM_FALLBACK=true

Docker Deployment:

# Start the bundle
docker compose -f docker-compose.bundle.yml up -d

# Verify health
curl http://localhost:3000/health

Example Workflow

1. Daily note capture: Create notes via API or MCP integration 2. Automatic tagging: Apply SKOS concepts for organization 3. Semantic search: Find connections across your knowledge base 4. Knowledge graph exploration: Discover related notes through auto-linking 5. AI revision: Use llama3.2:3b to improve clarity and structure

Key Features

  • Auto-linking: Notes with >70% semantic similarity automatically connected
  • Version history: Track changes over time, restore previous versions
  • Hybrid search: Combine full-text and semantic search for best results
  • MCP integration: Use with Claude Code for AI-assisted note management
  • Export: Generate markdown with YAML frontmatter for portability

Team Documentation Hub

Scale: 10K-100K notes | Users: 5-50 | Hardware: Tier 2-3

Who This Is For

Engineering teams, product teams, and knowledge workers sharing documentation. You need consistent organization, access control, and the ability to isolate project documentation.

Deployment:

  • Docker bundle with reverse proxy (nginx)
  • OAuth2 authentication for user access
  • API keys for automation and scripts
  • 16GB RAM minimum, 32GB recommended

Models:

  • Embedding: nomic-embed-text (768 dimensions)
  • Generation: qwen2.5:7b for documentation generation
  • Hardware: Tier 2 GPU (RTX 4060 Ti 16GB, 16GB VRAM)

Access Control:

  • OAuth2 for interactive users
  • API keys with scoped permissions for automation
  • Rate limiting enabled (100 requests/minute per user)

Organization:

  • SKOS taxonomy for consistent categorization
  • Strict tag filtering with `required_schemes` for project isolation
  • Per-project embedding sets (filter sets to share base embeddings)

Environment Variables:

# .env
DATABASE_URL=<DATABASE_URL>
OLLAMA_BASE_URL=http://localhost:11434
EMBEDDING_MODEL=nomic-embed-text
EMBEDDING_DIMENSION=768

# OAuth2 configuration
ISSUER_URL=https://docs.example.com
MCP_CLIENT_ID=<MCP_CLIENT_ID>
MCP_CLIENT_SECRET=<MCP_CLIENT_SECRET>

# Rate limiting
RATE_LIMIT_ENABLED=true
RATE_LIMIT_REQUESTS=100
RATE_LIMIT_PERIOD_SECS=60

# Strict tag filtering
STRICT_TAG_FILTER=true

Nginx Reverse Proxy:

server {
    listen 443 ssl http2;
    server_name docs.example.com;

    ssl_certificate /etc/letsencrypt/live/docs.example.com/fullchain.pem;
    ssl_certificate_key /etc/letsencrypt/live/docs.example.com/privkey.pem;

    location / {
        proxy_pass http://localhost:3000;
        proxy_set_header Host $host;
        proxy_set_header X-Real-IP $remote_addr;
        proxy_set_header X-Forwarded-For $remote_addr;
        proxy_set_header X-Forwarded-Proto $scheme;
        proxy_set_header X-Forwarded-Host $host;
        proxy_set_header X-Forwarded-Port $server_port;
        proxy_set_header X-Forwarded-Protocol "";
        proxy_set_header Forwarded "";
    }

    location /mcp {
        proxy_pass http://localhost:3001;
        proxy_http_version 1.1;
        proxy_set_header Upgrade $http_upgrade;
        proxy_set_header Connection "upgrade";
    }
}

SKOS Scheme Setup

Create schemes per project:

# Create project scheme
curl -X POST https://docs.example.com/api/v1/schemes \
  -H "Authorization: Bearer $TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "uri": "https://docs.example.com/schemes/project-alpha",
    "label": "Project Alpha",
    "description": "Documentation for Project Alpha"
  }'

# Create concepts within scheme
curl -X POST https://docs.example.com/api/v1/concepts \
  -H "Authorization: Bearer $TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "uri": "https://docs.example.com/schemes/project-alpha/architecture",
    "pref_label": "Architecture",
    "in_scheme": "https://docs.example.com/schemes/project-alpha"
  }'

Example Workflow

1. Create scheme per project: Establish consistent taxonomy 2. Tag notes consistently: Apply SKOS concepts to all documentation 3. Search within project context: Use `required_schemes` parameter to filter 4. Share via knowledge shards: Export project documentation for backup or migration 5. AI-assisted documentation: Use qwen2.5:7b to improve technical writing

Key Features

  • Strict tag filtering: Guarantee data isolation between projects with `required_schemes`
  • OAuth2 authentication: Secure access with single sign-on
  • SKOS hierarchy: Consistent organization across teams
  • Embedding sets: Create filter sets per project for shared base embeddings
  • Knowledge shards: Backup and restore project documentation independently

AI Research Assistant / RAG

Scale: 50K-500K notes | Users: 1-10 | Hardware: Tier 3+

Who This Is For

AI engineers building RAG (Retrieval-Augmented Generation) pipelines and researchers processing large document collections. You need high-quality retrieval, domain-specific embeddings, and efficient search at scale.

Deployment:

  • Docker bundle with dedicated GPU server
  • API-only access (MCP optional)
  • High-performance PostgreSQL tuning
  • 32GB RAM minimum, 64GB recommended

Models:

  • Embedding: mxbai-embed-large (1024 dimensions) or domain fine-tuned models
  • Re-ranking: Use smaller model (MiniLM-v6) with LLM re-ranking
  • Generation: External LLM (GPT-4, Claude) for final output
  • Hardware: Tier 3 GPU (RTX 4090, 24GB VRAM)

Search Configuration:

  • Hybrid search with adaptive RRF (k parameter auto-adjusts by query type)
  • Two-stage MRL retrieval for 128x compute reduction
  • Per-corpus embedding sets for domain isolation

Environment Variables:

# .env
DATABASE_URL=<DATABASE_URL>
OLLAMA_BASE_URL=http://localhost:11434
EMBEDDING_MODEL=mxbai-embed-large
EMBEDDING_DIMENSION=1024

# MRL configuration
MRL_DIMENSION=64  # Coarse stage
MRL_FINE_DIMENSION=1024  # Fine stage

# Two-stage retrieval
TWO_STAGE_ENABLED=true
TWO_STAGE_COARSE_LIMIT=1000
TWO_STAGE_FINE_LIMIT=100

# Adaptive RRF
RRF_ADAPTIVE=true
RRF_K_MIN=30
RRF_K_MAX=90

# PostgreSQL tuning
POSTGRES_MAX_CONNECTIONS=200
POSTGRES_SHARED_BUFFERS=8GB
POSTGRES_EFFECTIVE_CACHE_SIZE=24GB
POSTGRES_WORK_MEM=128MB

Embedding Set Configuration

Create corpus-specific embedding sets:

# Create full embedding set for specialized domain
curl -X POST https://api.example.com/api/v1/embedding-sets \
  -H "Authorization: Bearer $TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "medical-research",
    "description": "Medical research papers with domain-tuned embeddings",
    "model": "medical-bert-512",
    "dimension": 512,
    "mrl_dimension": 64,
    "is_filter_set": false
  }'

# Create filter set sharing base embeddings
curl -X POST https://api.example.com/api/v1/embedding-sets \
  -H "Authorization: Bearer $TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "general-docs",
    "description": "General documentation using default embeddings",
    "parent_set_id": 1,
    "is_filter_set": true
  }'

Two-Stage Retrieval Pipeline

Stage 1: Coarse search (64-dimensional MRL vectors)

  • Search 1000 candidates quickly
  • 128x faster than full-dimensional search
  • Prune obviously irrelevant results

Stage 2: Fine search (1024-dimensional full vectors)

  • Re-rank top 1000 with full embeddings
  • Select top 100 for LLM re-ranking
  • Highest precision for final results

Stage 3: LLM re-ranking (optional)

  • Use GPT-4o-mini or Claude Haiku
  • Consider query-document relevance with semantic understanding
  • Return top 10 for RAG context

Example Workflow

1. Ingest documents: Upload research papers, code, documentation 2. Create domain-specific embedding sets: Fine-tune or use specialized models 3. Two-stage search: Coarse retrieval (MRL) -> fine retrieval (full) -> LLM re-rank 4. RAG generation: Pass top results to GPT-4 for answer generation 5. Feedback loop: Track which results produce useful answers, refine embeddings

Research-Backed Optimizations

Per REF-068: MiniLM-v6 with LLM re-ranking outperforms larger models

  • MiniLM-v6 (384d) for initial retrieval
  • GPT-4o-mini for re-ranking top 100 results
  • 15% better nDCG@10 than all-MiniLM-L12-v2 (768d) alone
  • Lower compute cost than using large embedding model

Per REF-069: Fine-tuning embedding models yields 88% improvement

  • Domain-specific fine-tuning on medical corpus: 88% improvement in recall
  • Legal corpus fine-tuning: 76% improvement
  • Consider fine-tuning for specialized domains with >50K documents

Per REF-070: Adaptive RRF k parameter improves multi-query fusion

  • k=30 for high semantic query overlap
  • k=60 for mixed queries
  • k=90 for diverse keyword queries
  • Auto-adjustment based on query analysis

Key Features

  • Two-stage retrieval: 128x compute reduction with MRL coarse-to-fine search
  • Embedding sets: Isolate corpora with independent embeddings
  • Adaptive RRF: Automatic k parameter tuning for query fusion
  • Document type registry: 131 pre-configured types with smart chunking
  • Fine-tuned models: Support for domain-specific embedding models

Enterprise Document Management

Scale: 500K+ notes | Users: 50+ | Hardware: Tier 3-4 or Cloud Hybrid

Who This Is For

Organizations managing large document collections with compliance requirements. You need multi-tenancy, encryption, audit trails, and guaranteed data isolation between departments or customers.

Deployment:

  • High-availability Docker deployment with load balancing
  • Multi-region backup with knowledge shards
  • OAuth2 with scoped access control
  • Compliance logging enabled
  • 64GB RAM minimum, 128GB recommended for large deployments

Models:

  • Hybrid deployment: local Ollama for embeddings (privacy), cloud for generation (quality)
  • Embedding: nomic-embed-text (privacy-preserving, no data leaves network)
  • Generation: GPT-4 or Claude via OpenAI-compatible API
  • Hardware: Tier 3-4 GPU (A5000 or A6000, 24-48GB VRAM) or cloud inference

Security:

  • PKE (Public Key Encryption) for sensitive documents
  • Scheme-based multi-tenancy with strict tag filtering
  • OAuth2 scopes: read, write, delete, admin
  • API key rotation policies
  • Rate limiting per tenant

Compliance:

  • Content-addressable dedup (BLAKE3 hashing)
  • Audit logs for all operations
  • Knowledge shards for department-level backup/restore
  • Retention policies via auto-embed rules

Environment Variables:

# .env
DATABASE_URL=<DATABASE_URL>
OLLAMA_BASE_URL=http://localhost:11434
EMBEDDING_MODEL=nomic-embed-text
EMBEDDING_DIMENSION=768

# OAuth2 configuration
ISSUER_URL=https://memory.enterprise.com
MCP_CLIENT_ID=<MCP_CLIENT_ID>
MCP_CLIENT_SECRET=<MCP_CLIENT_SECRET>
OAUTH_SCOPES=read,write,delete,admin

# PKE encryption
PKE_ENABLED=true
PKE_KEY_ROTATION_DAYS=90

# Strict tag filtering (guaranteed isolation)
STRICT_TAG_FILTER=true
REQUIRED_SCHEMES_ENFORCEMENT=true

# Multilingual FTS for global teams
FTS_SCRIPT_DETECTION=true
FTS_TRIGRAM_FALLBACK=true
FTS_BIGRAM_CJK=true
FTS_MULTILINGUAL_CONFIGS=true

# Content deduplication
ATTACHMENT_DEDUP=true
ATTACHMENT_HASH_ALGORITHM=blake3

# Audit logging
AUDIT_LOG_ENABLED=true
AUDIT_LOG_LEVEL=info

# Current CE process-wide rate limiting
RATE_LIMIT_ENABLED=true
RATE_LIMIT_REQUESTS=1000
RATE_LIMIT_PERIOD_SECS=60

These variables configure the CE process-local limiter across all requests; they do not enable per-tenant isolation. Hosted multi-tenant mode instead requires the Redis-backed authenticated request-admission preview documented in ADR-098. Tier policies and non-request quota dimensions remain tracked by #714.

Multi-Tenancy with SKOS Schemes

Create scheme per department/customer:

# Department A
curl -X POST https://memory.enterprise.com/api/v1/schemes \
  -H "Authorization: Bearer $ADMIN_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "uri": "https://memory.enterprise.com/schemes/dept-a",
    "label": "Department A",
    "description": "Department A documents",
    "metadata": {
      "tenant_id": "dept-a",
      "retention_days": 2555
    }
  }'

# Department B
curl -X POST https://memory.enterprise.com/api/v1/schemes \
  -H "Authorization: Bearer $ADMIN_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "uri": "https://memory.enterprise.com/schemes/dept-b",
    "label": "Department B",
    "description": "Department B documents",
    "metadata": {
      "tenant_id": "dept-b",
      "retention_days": 2555
    }
  }'

Enforce scheme isolation in searches:

# Search only returns notes tagged with dept-a scheme
curl "https://memory.enterprise.com/api/v1/notes/search?q=contract&required_schemes=https://memory.enterprise.com/schemes/dept-a" \
  -H "Authorization: Bearer $DEPT_A_TOKEN"

PKE Encryption for Sensitive Documents

Generate key pair:

curl -X POST https://memory.enterprise.com/api/v1/pke/keypair \
  -H "Authorization: Bearer $TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "label": "Sensitive Documents Key"
  }'

Response:

{
  "public_key": "...",
  "private_key": "...",
  "key_id": "key_abc123"
}

Create encrypted note:

curl -X POST https://memory.enterprise.com/api/v1/notes \
  -H "Authorization: Bearer $TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "Confidential Contract",
    "content": "...",
    "encryption": {
      "enabled": true,
      "key_id": "key_abc123"
    },
    "tags": ["https://memory.enterprise.com/schemes/dept-a/contracts"]
  }'

Decrypt on retrieval:

curl "https://memory.enterprise.com/api/v1/notes/123?decrypt=true" \
  -H "Authorization: Bearer $TOKEN" \
  -H "X-PKE-Private-Key: ..."

Knowledge Shards for Backup/Restore

Export department documentation:

curl -X POST https://memory.enterprise.com/api/v1/shards/export \
  -H "Authorization: Bearer $ADMIN_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "filter": {
      "required_schemes": ["https://memory.enterprise.com/schemes/dept-a"]
    },
    "include_embeddings": true,
    "include_attachments": true
  }' \
  -o dept-a-backup.shard

Restore to new deployment:

curl -X POST https://memory.enterprise.com/api/v1/shards/import \
  -H "Authorization: Bearer $ADMIN_TOKEN" \
  -H "Content-Type: application/octet-stream" \
  --data-binary @dept-a-backup.shard

Example Workflow

1. Onboard department: Create SKOS scheme with tenant metadata 2. Assign API keys: Scoped permissions (department can only access their scheme) 3. Upload documents: Automatic tagging with department scheme 4. Enable encryption: PKE for sensitive documents (HR, legal, financial) 5. Compliance audit: Query audit logs for data access patterns 6. Backup schedule: Export knowledge shards daily per department 7. Retention enforcement: Auto-delete notes older than retention policy

Key Features

  • PKE encryption: X25519/AES-256-GCM for sensitive documents
  • Strict tag filtering: `required_schemes` guarantees no cross-tenant data leakage
  • Multilingual FTS: Support global teams (English, German, French, Spanish, Portuguese, Russian, CJK)
  • OAuth2 scopes: Granular permissions (read, write, delete, admin)
  • File attachments: Content-addressable storage with BLAKE3 deduplication
  • Knowledge shards: Department-level backup/restore with embeddings and attachments
  • Audit logs: Track all operations for compliance

Hybrid Cloud/Edge Deployment

Scale: Variable | Users: Variable | Hardware: Mixed (Local + Cloud)

Who This Is For

Organizations wanting privacy-sensitive local processing (embeddings stay on-premise) with cloud quality for generation. You need data sovereignty for embeddings while leveraging cloud LLMs for high-quality generation.

Deployment:

  • Local: Docker bundle with Ollama for embeddings
  • Cloud: OpenAI-compatible API for generation (GPT-4, Claude)
  • Reverse proxy with OAuth2 for secure external access
  • MCP server on private network only

Models:

  • Embedding: Local Ollama (nomic-embed-text, mxbai-embed-large)
  • Generation: Cloud API (GPT-4, Claude Opus, GPT-4o-mini)
  • Fallback: Local generation model (qwen2.5:7b) if cloud unavailable

Security:

  • Embeddings never leave local network
  • Note content sent to cloud only for generation requests (user-initiated)
  • OAuth2 for external API access
  • MCP restricted to private network

Environment Variables:

# .env
DATABASE_URL=<DATABASE_URL>

# Local Ollama for embeddings
OLLAMA_BASE_URL=http://localhost:11434
EMBEDDING_MODEL=nomic-embed-text
EMBEDDING_DIMENSION=768

# Cloud API for generation
OPENAI_BASE_URL=https://api.openai.com/v1
OPENAI_API_KEY=<OPENAI_API_KEY>
GENERATION_MODEL=gpt-4o-mini

# Fallback to local generation
OLLAMA_GENERATION_MODEL=qwen2.5:7b
GENERATION_FALLBACK=ollama

# OAuth2 for external access
ISSUER_URL=https://memory.example.com
MCP_CLIENT_ID=<MCP_CLIENT_ID>
MCP_CLIENT_SECRET=<MCP_CLIENT_SECRET>

# MCP restricted to private network
MCP_BIND_ADDRESS=10.0.0.100
MCP_PORT=3001

Inference Configuration

Create `inference.toml` for routing:

[inference]
# Default backend for embeddings
backend = "ollama"

[inference.ollama]
base_url = "http://localhost:11434"
embedding_model = "nomic-embed-text"
generation_model = "qwen2.5:7b"
timeout_seconds = 300

[inference.openai]
# Cloud generation for high quality
base_url = "https://api.openai.com/v1"
api_key_env = "OPENAI_API_KEY"
generation_model = "gpt-4o-mini"
timeout_seconds = 60

[inference.routing]
# Route by operation type
embed = "ollama"        # Keep embeddings local
generate = "openai"     # Use cloud for generation
summarize = "openai"
revise = "openai"

[inference.fallback]
# Fallback chain: try cloud, fall back to local
enabled = true
chains = [
  ["openai", "ollama"]
]

Nginx Reverse Proxy Configuration

Expose API externally, keep MCP internal:

# External API with OAuth2
server {
    listen 443 ssl http2;
    server_name memory.example.com;

    ssl_certificate /etc/letsencrypt/live/memory.example.com/fullchain.pem;
    ssl_certificate_key /etc/letsencrypt/live/memory.example.com/privkey.pem;

    # Rate limiting
    limit_req_zone $binary_remote_addr zone=api_limit:10m rate=100r/m;
    limit_req zone=api_limit burst=20 nodelay;

    location / {
        proxy_pass http://localhost:3000;
        proxy_set_header Host $host;
        proxy_set_header X-Real-IP $remote_addr;
        proxy_set_header X-Forwarded-For $remote_addr;
        proxy_set_header X-Forwarded-Proto $scheme;
        proxy_set_header X-Forwarded-Host $host;
        proxy_set_header X-Forwarded-Port $server_port;
        proxy_set_header X-Forwarded-Protocol "";
        proxy_set_header Forwarded "";

        # OAuth2 enforcement (via nginx-auth-request or similar)
        auth_request /oauth2/auth;
    }
}

# Internal MCP server (no external access)
# Only accessible from private network (10.0.0.0/8)
server {
    listen 3001;
    server_name 10.0.0.100;

    allow 10.0.0.0/8;
    deny all;

    location / {
        proxy_pass http://localhost:3001;
        proxy_http_version 1.1;
        proxy_set_header Upgrade $http_upgrade;
        proxy_set_header Connection "upgrade";
    }
}

Example Workflow

1. Local embedding generation: Documents ingested -> embeddings created with local Ollama 2. Privacy-preserving search: Hybrid search uses local embeddings (vectors never leave network) 3. Cloud generation: User requests note revision -> content sent to GPT-4 -> response returned 4. Fallback handling: Cloud API down -> automatic fallback to local qwen2.5:7b 5. MCP integration: Claude Code on developer machine (private network) -> MCP queries local embeddings

Privacy Considerations

What stays local:

  • All embeddings (vectors derived from your documents)
  • Full-text search indexes
  • PostgreSQL database with note content
  • SKOS taxonomy and tags
  • File attachments

What goes to cloud (only when requested):

  • Note content for generation/revision requests
  • Summary generation requests
  • User-initiated AI operations

Best practices:

  • Use PKE encryption for sensitive documents (never send encrypted content to cloud)
  • Configure `generation_allowed_schemes` to restrict cloud access to non-sensitive schemes
  • Monitor audit logs for cloud API calls
  • Set up fallback to local generation for high-sensitivity operations

Cost Optimization

Embeddings (local):

  • One-time cost: GPU hardware (Tier 2-3)
  • Ongoing cost: Electricity (~$20-50/month)
  • No per-request charges

Generation (cloud):

  • GPT-4o-mini: ~$0.15 per 1M input tokens, $0.60 per 1M output tokens
  • Estimated cost: $50-200/month for 10K generation requests
  • Use local fallback for non-critical requests to reduce costs

Total cost:

  • Initial: $600-1500 (GPU hardware)
  • Monthly: $70-250 (electricity + cloud API)
  • Compare to Tier 5 (full cloud): $200-500/month with no hardware investment

Key Features

  • Data sovereignty: Embeddings stay on-premise for privacy
  • Cloud quality: Leverage GPT-4, Claude for generation without storing vectors in cloud
  • Fallback chains: Automatic failover from cloud to local
  • Flexible routing: Route operations by type (embed local, generate cloud)
  • MCP privacy: Restrict MCP server to private network

Comparison Table

ScenarioNotesUsersAuthEmbeddingSearch ModeHardwareKey Feature
Personal KB1-10K1Nonenomic-embed (local)HybridTier 1-2Auto-linking
Team Docs10-100K5-50OAuth2nomic-embed (local)Hybrid + strictTier 2-3Tag isolation
AI/RAG50-500K1-10API keymxbai + re-rankTwo-stage MRLTier 3+Embedding sets
Enterprise500K+50+OAuth2 + scopesnomic-embed (local)Multilingual hybridTier 3-4PKE + schemes
HybridVariableVariableOAuth2Ollama (local)HybridTier 2-3 + cloudPrivacy + quality

Hardware Quick Reference

TierVRAMQualityCostUse Case
14-8GB75-80%$300Personal KB
212-16GB85-90%$600Team Docs
324GB93-95%$1500AI/RAG, Enterprise
448GB+95-97%$4000+Large Enterprise
5Cloud97-99%$50-200/moHybrid (generation only)

Cost Considerations

Initial Investment:

  • Personal/Team: $300-600 (GPU) + minimal server
  • AI/Enterprise: $1500-4000 (GPU) + $500-2000 (server)
  • Hybrid: $600-1500 (GPU for embeddings) + $0 (cloud generation)

Monthly Operating Cost:

  • Local only: $20-100 (electricity, assuming 24/7 operation)
  • Cloud generation: $50-200 (API usage, ~10K requests)
  • Full cloud: $200-500 (embeddings + generation, no hardware)

Break-even analysis:

  • Local investment pays off after 6-12 months vs full cloud
  • Hybrid optimal for <50K generation requests/month
  • Full cloud better for unpredictable usage patterns

Feature Availability Matrix

FeaturePersonalTeamAI/RAGEnterpriseHybrid
Auto-linkingYesYesYesYesYes
Hybrid searchYesYesYesYesYes
OAuth2OptionalYesOptionalYesYes
Strict tag filteringNoYesYesYesYes
PKE encryptionNoOptionalOptionalYesOptional
Knowledge shardsOptionalYesYesYesYes
Two-stage retrievalNoNoYesYesYes
Embedding setsNoYesYesYesYes
Multilingual FTSOptionalOptionalOptionalYesYes
MRL optimizationOptionalOptionalYesYesYes

Next Steps

1. Identify your scenario: Match your requirements to one of the use cases above 2. Review hardware requirements: Consult hardware-planning.md for detailed specifications 3. Follow deployment guide: See getting-started.md for step-by-step instructions 4. Configure features: Enable relevant features based on your scenario 5. Test at scale: Validate performance with realistic data volumes

For questions or custom deployment scenarios, refer to the Operators Guide or consult the documentation index.