# The dashboard

{% hint style="warning" %}
This feature is currently at a beta stage of development, and is not feature-complete. If you'd like to help make it better, please create an issue in the GitHub repository, post on the Discord, or reach out directly.
{% endhint %}

You can open the extension's dashboard:

* through a right-click on the extension's icon
* through Roam's command palette
* by assigning it a keyboard shortcut

## Tag Manager

### Suggestions

The extension automatically matches tags from Zotero and Roam, and makes recommendations to optimize your system.

(1) Elements are grouped to similar ones - for example`Healthcare, health care, healthcare, HEALTHCARE` are all identified as designating the same entity.\
\
(2) For each group:\
\- If there is only one tag, existing in either Zotero or Roam, the group won't be shown in the "Suggestions" tab (only in the "All tags" tab).\
\- If there is more than one tag, the extension tries to guess which is more likely to be the desirable one.\
\> Tags from Roam take precedence. If more than one exists (e.g `History` and `history` are both Roam pages), the extension will recommend a manual merge.\
\> Tags that were set manually in Zotero have precedence over automatic tags (assigned by tools like the Zotero connector).

These are only recommendations ; the extension will allow you to merge tags into any value of your choice.

<figure><img src="https://1688580044-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fqer7zAimwIFIF4Gs9aad%2Fuploads%2FGRbEhmeeptmeYV2iqPzd%2Ftag_suggestions.png?alt=media&#x26;token=544771bd-6cf2-4313-a745-36b4936998bd" alt=""><figcaption></figcaption></figure>

### "All tags" tab

Here you will be able to see all of the tags that exist in your Zotero libraries, and take action on them.

<figure><img src="https://1688580044-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fqer7zAimwIFIF4Gs9aad%2Fuploads%2FYEYPsoo1FD4Wj47og4Lu%2Ftags_all.png?alt=media&#x26;token=dffb489a-940c-409b-a3c3-57cf0dc947ab" alt=""><figcaption></figcaption></figure>

## Recent Items

In the Recent Items tab, you can quickly access any Zotero items that have been recently added or modified, or whose Roam page has been recently edited.

Items will be grouped under 3 headers : "Today", "Yesterday", and "Earlier". You can adjust how far back in time items will be displayed - by default, the panel displays items modified in the last 7 days.

<figure><img src="https://1688580044-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fqer7zAimwIFIF4Gs9aad%2Fuploads%2FRHj8xUPgqomIVNR61JVN%2Fdashboard_recent_items.png?alt=media&#x26;token=9f3c0d43-9b40-4732-b379-f421b836f459" alt=""><figcaption></figcaption></figure>

## Explorer

Using the Explorer, you can run complex queries against the items in your libraries. You can create simple "OR" | "AND" queries in the main interface : if you click on a specific filter, you will be able to edit it and increase the complexity. This means you can nest filters as much as you'd like.

<figure><img src="https://1688580044-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fqer7zAimwIFIF4Gs9aad%2Fuploads%2F23tT0Klbw43FaEAseAIC%2Fexplorer_items_query.png?alt=media&#x26;token=22f6bce1-a873-4cef-9d40-0a4bca60ed99" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://alix-lahuec.gitbook.io/zotero-roam/how-to/the-dashboard.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.