zoteroRoam
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v0.6
v0.6
  • Introduction
  • โ–ถ๏ธDemo by Cortex Futura
  • ๐Ÿ”„Updating from older versions
  • ๐Ÿš€Changelog
  • ๐Ÿ†˜Help/Getting Support
  • ๐Ÿ Getting Started
    • 1.1 Pre-requisites
    • 1.2 Installation in {{roam/js}}
    • 1.3 Basic Setup
  • ๐ŸงชUsing the extension
    • 2a. The search panel
    • 2b. In-text references
    • 2c. On-page menu
    • 2d. Contextual buttons
  • ๐Ÿ› ๏ธCustomizations
    • 3.1 What's Available
    • 3.2 Constructing data requests
    • 3.3 Creating your own formatting functions
      • Nesting metadata
      • Code snippets
    • 3.4 Creating custom shortcuts
    • 3.5 Customizing on-page displays
    • 3.6 Other Settings
      • autoload / autoupdate
      • autocomplete
      • funcmap
      • typemap
      • notes
      • Copying an item's reference
      • theme
    • Advanced : using event hooks
    • Extension defaults
  • About the Zotero API
    • Zotero API Docs (v3)
  • Support the project
    • How to support/contribute
    • Buy me a (virtual) coffee
    • GitHub Sponsorship
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On this page
  • Navigating related papers
  • Related items in library
  • Browsing references/citing papers
  • Adding items to Zotero

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  1. Using the extension

2c. On-page menu

Last updated 3 years ago

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This is a new feature in version 0.6.

When opening a page whose title is @citekey, either in the main section or in the sidebar, a menu will appear with additional data, links and action buttons :

Currently, the menu will display the following :

  • "Add metadata" button [all items]

  • "Import notes" button [only items which have notes in Zotero]

  • PDF links [only items which have associated PDF files]

  • Outgoing links to academic tools [all items] Connected Papers, Semantic Scholar, & Google Scholar

    • Displaying the number of citations the item has (all / supporting / mentioning / contrasting)

  • Open in Zotero (web/local) [all items]

    • References : papers which are referenced by the item

    • Citing papers : papers which cite the item

    • Related library items : references & citing papers which are in the user's Zotero library

Navigating related papers

Related items in library

If there are references/citing papers which are stored in your (loaded) Zotero library, the button will indicate how many there are. Clicking on it will show the list :

  • If the paper has a page in Roam, it will be displayed as a link to that page (reference : blue, citing paper : orange). The button on the right will open that page in the sidebar.

  • If the paper does not have a Roam page yet, it will be displayed as plain text (black). The button on the right will create that page, import the metadata, and open it in the sidebar.

Browsing references/citing papers

Clicking on "XX references" or "YY citing papers" will open a search panel :

Search is multi-field and paginated. Here are the only available fields at the moment :

  • Title

  • Authors' last names

  • Year

  • Publication information (journal/publisher)

Each item will display metadata, outgoing links (Scite, Connected Papers, Semantic Scholar & Google Scholar), as well as a few actions on the right :

  • The item's DOI link, if available - otherwise the Semantic Scholar URL

  • A Copy DOI button

  • A Add to Zotero button, if the item is not in the user's Zotero library

Adding items to Zotero

Clicking any "Add to Zotero" button will open a side panel, with options to select :

  • The Zotero library for the import

  • Any Zotero collections the items should be added to, for that library

  • Any tags the items should be given

The tags selection field will suggest all pages in your Roam graph.

Badge from [only items with a DOI]

Related papers (from ) [only items with a DOI]

You can decide which components to show, or when to show the menu, by using the .

As of v0.6.62, an "Add to Zotero" function is available. Note that, due to limitations of the Zotero standalone app, it's not possible to setup a combined "Add to Zotero & Roam" button. To make sure your new items are added to Roam, you can use the on today's Daily Note page ๐Ÿš€

๐Ÿงช
Scite.ai
Semantic Scholar
pageMenu setting
contextual button
If the item does not have a DOI, or attachments, not all of these elements will appear.
Here there are 20 references & 2 citing papers in the user's library. Only items with a DOI will be shown.
Items already in Zotero have a distinct display ; items not in Zotero have a "Add to Zotero" button.
Every click on a "Add to Zotero" button will add the selected item to the list, if it's not already there.