The dashboard
Last updated
Last updated
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.
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
The extension automatically matches tags from Zotero and Roam, and makes recommendations to optimize your system.
(1) Elements are grouped to similar ones - for exampleHealthcare, 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.
Here you will be able to see all of the tags that exist in your Zotero libraries, and take action on them.
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.
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.
