(ci): remove old docs, add landing page (#619)

This commit is contained in:
Jethro Kuan
2020-05-13 19:24:17 +08:00
committed by GitHub
parent e44b84b791
commit 9e2998c580
14 changed files with 2 additions and 1055 deletions

1
.gitignore vendored
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/doc/mimetype /doc/mimetype
/doc/stats/ /doc/stats/
/config.mk /config.mk
/doc/manual/

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html-dir: html-dir:
@printf "Generating org-roam/*.html\n" @printf "Generating org-roam/*.html\n"
@$(MAKEINFO) --html org-roam.texi @$(MAKEINFO) --html org-roam.texi
mv org-roam manual
%.pdf: %.texi %.pdf: %.texi
@printf "Generating $@\n" @printf "Generating $@\n"

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The bulk of Org-roam's functionality is built on top of vanilla
Org-mode. However, to support additional functionality, Org-roam adds
several Org-roam-specific keywords. These functionality are not
crucial to effective use of Org-roam.
## File Aliases
Suppose you want a note to be referred to by different names (e.g.
"World War 2", "WWII"). You may specify such aliases using the
`#+ROAM_ALIAS` attribute:
```org
#+TITLE: World War 2
#+ROAM_ALIAS: "WWII" "World War II"
```
## File Refs
Refs are unique identifiers for files. Each note can only have 1 ref.
For example, a note for a website may contain a ref:
```org
#+TITLE: Google
#+ROAM_KEY: https://www.google.com/
```
These keys come in useful for when taking website notes, using the
`roam-ref` protocol (see [Roam Protocol](roam_protocol.md)).
Alternatively, add a ref for notes for a specific paper, using its
[org-ref](https://github.com/jkitchin/org-ref) citation key:
```org
#+TITLE: Neural Ordinary Differential Equations
#+ROAM_KEY: cite:chen18_neural_ordin_differ_equat
```
The backlinks buffer will show any cites of this key: e.g.
![org-ref-citelink](images/org-ref-citelink.png)

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---
title: "Comparing Org-roam With Other Packages"
metaTitle: "Comparing Org-roam With Other Packages"
metaDescription: "Comparing Org-roam With Other Packages"
---
# Org-brain
# Zetteldeft
# Org-zettelkasten

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The number of configuration options is deliberately kept small, to
keep the Org-roam codebase manageable. However, we attempt to
accommodate as many usage styles as possible.
All of Org-roam's customization options can be viewed via `M-x
customize-group org-roam`.
## Setting the Org-roam Directory
Set `org-roam-directory` to the folder containing all your Org files:
```emacs-lisp
(setq org-roam-directory "/path/to/org/")
```
Every Org file, at any level of nesting, within `/path/to/org/` is
considered part of the Org-roam ecosystem.
### Having More Than One Org-roam Directory
Emacs supports directory-local variables, allowing the value of
`org-roam-directory` to be different in different directories. It does
this by checking for a file named `.dir-locals.el`.
To add support for multiple directories, override the
`org-roam-directory` variable using directory-local variables. This is
what `.dir-locals.el` may contain:
```emacs-lisp
((nil . ((org-roam-directory . "/path/to/here/"))))
```
All files within that directory will be treated as their own separate
set of Org-roam files. Remember to run `org-roam-db-build-cache` from a
file within that directory, at least once.
## Org-roam Buffer
The Org-roam buffer defaults to popping up from the right. You may
choose to set it to pop up from the left with `(setq
org-roam-buffer-position 'left)`.
The Org-roam buffer name can also be renamed: e.g. `(setq
org-roam-buffer "*my-buffer-name*")`.
The Org-roam buffer width is adjustable via `org-roam-buffer-width`.
The value of `org-roam-buffer-width` set as a percentage of the total
frame width. For example:
```emacs-lisp
(setq org-roam-buffer-width 0.4)
```
Will result in the Org-roam buffer taking up 40% of the screen width.
You can change backlinks appearance in the buffer by customizing
`org-roam-backlink` face (`M-x customize-face org-roam-backlink`).
## Org-roam Links
By default, links are inserted with the title as the link description.
This can make them hard to distinguish from external links. You may
choose add special indicators for Org-roam links by tweaking
`org-roam-link-title-format`, for example:
```emacs-lisp
(setq org-roam-link-title-format "R:%s")
```
If your version of Org is at least `9.2`, you may also choose to
simply style the link differently, by customizing `org-roam-link` face
(`M-x customize-face org-roam-link`).
## Org-roam Files
Org-roam files are created and prefilled using Org-roam's templating
system. The templating system is customizable, and the system is
described in detail in the [Org-roam Template](templating.md) page.
### Index
As your collection grows, you might want to create an index where you keep
links to your main files.
In Org-roam, you can define the path to your index file by setting `org-roam-index-file`.
```emacs-lisp
(setq org-roam-index-file "index.org")
```
You can then bind `org-roam-jump-to-index` in your configuration to access it (see [Basic Install and
Configuration](installation.md/#basic-install-and-configuration) to review how
to set key-bindings).
### Encryption
Encryption (via GPG) can be enabled for all new files by setting
`org-roam-encrypt-files` to `t`. When enabled, new files are created
with the `.org.gpg` extension and decryption are handled automatically
by EasyPG.
Note that Emacs will prompt for a password for encrypted files during
cache updates if it requires reading the encrypted file. To reduce the
number of password prompts, you may wish to cache the password.
## Org-roam Graph Viewer
Org-roam generates an SVG image using
[Graphviz](https://graphviz.org/). To setup graph navigation, see the
[Roam Protocol](roam_protocol.md) page.
Org-roam tries its best to locate the Graphviz executable from your
`PATH`, but if it fails to do so, you may set it manually:
```
(setq org-roam-graph-executable "/path/to/dot")
```
You may also choose to use `neato` in place of `dot`, which generates a more compact graph layout.
```
(setq org-roam-graph-executable "/path/to/neato")
(setq org-roam-graph-extra-config '(("overlap" . "false")))
```
Org-roam also attempts to use Firefox (located on `PATH`) to view the
SVG, you may choose to set it to any compatible program:
```
(setq org-roam-graph-viewer "/path/to/image-viewer")
```
### Excluding Nodes and Edges
One may want to exclude certain files to declutter the graph. You can do so by setting `org-roam-graph-exclude-matcher`.
```
(setq org-roam-graph-exclude-matcher '("private" "dailies"))
```
This setting excludes all files whose path contain "private" or "dailies".
## Org-roam Completion System
Org-roam offers completion when choosing note titles etc.
The completion system is configurable. The default setting,
```
(setq org-roam-completion-system 'default)
```
uses Emacs' standard `completing-read`. If you prefer [Helm](https://emacs-helm.github.io/helm/), use
```
(setq org-roam-completion-system 'helm)
```
Other options included `'ido`, and `'ivy'`.

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A number of packages work well combined with Org-Roam:
## Deft
[Deft][deft] provides a nice interface for browsing and filtering
org-roam notes.
```emacs-lisp
(use-package deft
:after org
:bind
("C-c n d" . deft)
:custom
(deft-recursive t)
(deft-use-filter-string-for-filename t)
(deft-default-extension "org")
(deft-directory "/path/to/org-roam-files/"))
```
If the title of the Org file is not the first line, you might not get
nice titles. You may choose to patch this to use `org-roam`'s
functionality. Here I'm using [el-patch](https://github.com/raxod502/el-patch):
```emacs-lisp
(use-package el-patch
:straight (:host github
:repo "raxod502/el-patch"
:branch "develop"))
(eval-when-compile
(require 'el-patch))
(use-package deft
;; same as above...
:config/el-patch
(defun deft-parse-title (file contents)
"Parse the given FILE and CONTENTS and determine the title.
If `deft-use-filename-as-title' is nil, the title is taken to
be the first non-empty line of the FILE. Else the base name of the FILE is
used as title."
(el-patch-swap (if deft-use-filename-as-title
(deft-base-filename file)
(let ((begin (string-match "^.+$" contents)))
(if begin
(funcall deft-parse-title-function
(substring contents begin (match-end 0))))))
(org-roam--get-title-or-slug file))))
```
The Deft interface can slow down quickly when the number of files get
huge. [Notdeft][notdeft] is a fork of Deft that uses an external
search engine and indexer.
## Org-journal
[Org-journal](https://github.com/bastibe/org-journal) is a more powerful
alternative to the simple function `org-roam-dailies-today`. It provides better
journaling capabilities, and a nice calendar interface to see all dated entries.
```emacs-lisp
(use-package org-journal
:bind
("C-c n j" . org-journal-new-entry)
:custom
(org-journal-date-prefix "#+TITLE: ")
(org-journal-file-format "%Y-%m-%d.org")
(org-journal-dir "/path/to/org-roam-files/")
(org-journal-date-format "%A, %d %B %Y"))
```
## Note-taking Add-ons
These are some plugins that make note-taking in Org-mode more
enjoyable.
### Org-download
[Org-download][org-download] lets you screenshot and yank images from
the web into your notes:
![org-download](images/org-download.gif)
```emacs-lisp
(use-package org-download
:after org
:bind
(:map org-mode-map
(("s-Y" . org-download-screenshot)
("s-y" . org-download-yank))))
```
### mathpix.el
[mathpix.el][mathpix-el] uses [Mathpix's](https://mathpix.com/) API to convert clips into
latex equations:
![mathpix](images/mathpix.gif)
```emacs-lisp
(use-package mathpix.el
:straight (:host github :repo "jethrokuan/mathpix.el")
:custom ((mathpix-app-id "app-id")
(mathpix-app-key "app-key"))
:bind
("C-x m" . mathpix-screenshot))
```
### Org-noter / Interleave
[Org-noter][org-noter] and [Interleave][interleave] are both projects
that allow synchronised annotation of documents (PDF, EPUB etc.)
within Org-mode.
### Bibliography
[org-roam-bibtex](https://github.com/zaeph/org-roam-bibtex) offers tight
integration between [org-ref][org-ref], [helm-bibtex][helm-bibtex] and
`org-roam`. This helps you manage your bibliographic notes under `org-roam`.
![org-download](images/org-roam-bibtex.gif)
### Spaced Repetition
[Org-fc][org-fc] is a spaced repetition system that scales well with a
large number of files. Other alternatives include
[org-drill][org-drill], and [pamparam][pamparam].
[deft]: https://jblevins.org/projects/deft/
[notdeft]: https://github.com/hasu/notdeft
[org-download]: https://github.com/abo-abo/org-download
[mathpix-el]: https://github.com/jethrokuan/mathpix.el
[org-noter]: https://github.com/weirdNox/org-noter
[interleave]: https://github.com/rudolfochrist/interleave
[org-ref]: https://github.com/jkitchin/org-ref
[helm-bibtex]: https://github.com/tmalsburg/helm-bibtex
[org-fc]: https://github.com/l3kn/org-fc/
[org-drill]: https://orgmode.org/worg/org-contrib/org-drill.html
[pamparam]: https://github.com/abo-abo/pamparam

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![org-roam][org-roam-intro-image]
## What is Org-roam?
Org-roam is a [Roam][roamresearch] replica built around the
all-powerful [Org-mode][org].
Org-roam is a solution for effortless non-hierarchical note-taking
with Org-mode. With Org-roam, notes flow naturally, making note-taking
fun and easy. Org-roam should also work as a plug-and-play solution
for anyone already using Org-mode for their personal wiki.
To understand more about Roam, a collection of links are available in
[the appendix](notetaking_workflow.md).
Org-roam aims to implement the core features of Roam, leveraging the
mature ecosystem around Org-mode where possible. Eventually, we hope
to further introduce features enabled by the Emacs ecosystem.
## Why use Org-roam?
##### Private and Secure
Edit your personal wiki completely offline, entirely in your control.
Encrypt your notes with GPG.
##### Longevity
Unlike web solutions like Roam research, the notes are first and
foremost plain Org-mode files -- Org-roam simply builds up an
auxilliary database to give the personal wiki superpowers. Having your
notes in plain-text is crucial for the longevity of your wiki. Never
have to worry about proprietary web solutions being taken down. Edit
your plain-text notes in notepad if all other editors cease to exist.
##### Free and Open-source
Org-roam is free and open-source, which means that if you feel unhappy
with any part of Org-roam, you may choose to extend Org-roam, or open
a PR.
##### Leverage the Org-mode Ecosystem
Over the years, Emacs and Org-mode has developed into a mature system
for plain-text organization. Building upon Org-mode already puts
Org-roam light-years ahead of many other solutions.
Emacs is also a fantastic interface for editing text, and we can
inherit many of the powerful text-navigation and editing packages
available to Emacs.
There are several packages that are similar to Org-roam, see the
[Comparison](comparison.md) page for a detailed comparison.
## Project Status
As of March 2020, most of the core functionality and interfaces have
stabilized, and a stable release is near.
[org-roam-intro-image]: images/org-roam-intro.png
[roamresearch]: https://www.roamresearch.com/
[org]: https://orgmode.org/

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## Basic Install and Configuration
Org-roam is now available on MELPA, so you can install it via the following
command:
```
M-x package-install RET org-roam RET
```
Alternatively, you may use package managers such as [straight][straight] or
[quelpa][quelpa] to install the package.
The recommended method of configuration is to use [use-package][use-package].
```emacs-lisp
(use-package org-roam
:hook
(after-init . org-roam-mode)
:custom
(org-roam-directory "/path/to/org-files/")
:bind (:map org-roam-mode-map
(("C-c n l" . org-roam)
("C-c n f" . org-roam-find-file)
("C-c n j" . org-roam-jump-to-index)
("C-c n b" . org-roam-switch-to-buffer)
("C-c n g" . org-roam-graph))
:map org-mode-map
(("C-c n i" . org-roam-insert))))
```
Or without `use-package`:
```emacs-lisp
(require 'org-roam)
(define-key org-roam-mode-map (kbd "C-c n l") #'org-roam)
(define-key org-roam-mode-map (kbd "C-c n f") #'org-roam-find-file)
(define-key org-roam-mode-map (kbd "C-c n j") #'org-roam-jump-to-index)
(define-key org-roam-mode-map (kbd "C-c n b") #'org-roam-switch-to-buffer)
(define-key org-roam-mode-map (kbd "C-c n g") #'org-roam-graph)
(define-key org-mode-map (kbd "C-c n i") #'org-roam-insert)
(org-roam-mode +1)
```
The [Configuration](configuration.md) page details some of the common
configuration options available.
### Completion
Link auto-completion is offered via
[company-org-roam](https://github.com/jethrokuan/company-org-roam/), refer to
the documentation there for further details.
## Spacemacs
If you are using Spacemacs, install org-roam by creating a simple layer that
wraps Org-roam. Paste the following into a new file
`~/.emacs.d/private/org-roam/packages.el`.
```emacs-lisp
(defconst org-roam-packages
'(org-roam))
(defun org-roam/init-org-roam ()
(use-package org-roam
:hook
(after-init . org-roam-mode)
:custom
(org-roam-directory "/path/to/org-files/")
:init
(progn
(spacemacs/declare-prefix "ar" "org-roam")
(spacemacs/set-leader-keys
"arl" 'org-roam
"art" 'org-roam-dailies-today
"arf" 'org-roam-find-file
"arg" 'org-roam-graph)
(spacemacs/declare-prefix-for-mode 'org-mode "mr" "org-roam")
(spacemacs/set-leader-keys-for-major-mode 'org-mode
"rl" 'org-roam
"rt" 'org-roam-dailies-today
"rb" 'org-roam-switch-to-buffer
"rf" 'org-roam-find-file
"ri" 'org-roam-insert
"rg" 'org-roam-graph))))
```
Next, append `org-roam` to the `dotspacemacs-configuration-layers`
list in your `.spacemacs` configuration file. Reload (`SPC f e R`) or
restart Emacs to load `org-roam`. It's functions are available under
the prefix `SPC a r` and `, r` when visiting an org-mode buffer.
If you also have the ranger layer installed, the prefix 'ar' conflict
with that of the ranger layer. You might want to change it to 'aor'
(also change the 'ar' to 'aor' in the other key-binding declarations)
## Doom Emacs
[Doom Emacs][doom] has a `+roam` flag on its `org` module for easy
installation and configuration. Simply add the flag to the `org` section
of your `~/.doom.d/init.el` and run `~/.emacs.d/bin/doom sync`.
[use-package]: https://github.com/jwiegley/use-package
[straight]: https://github.com/raxod502/straight.el
[quelpa]: https://github.com/quelpa/quelpa
[doom]: https://github.com/hlissner/doom-emacs
[doom-getting-started]: https://github.com/hlissner/doom-emacs/blob/develop/docs/getting_started.org#configuring-packages
## Windows
On Windows, if you follow the installation instructions above, you will likely get the error message: **"No EmacSQL SQLite binary available, aborting"**, and `org-roam` won't start properly.
You need to do some additional steps to get `org-roam` to work.
Essentially, you will need to have a binary file for `emacsql-sqlite` so that your Emacs can work with `sqlite` database -- `org-roam` uses it to track backlinks. The following options have been reported to work by Windows users in the community.
Option 1. **Windows Subsystem for Linux (WSL)**
: This option lets you use Linux on your Windows machine. It's Linux, so you don't need to do anything specific for Windows.
Option 2. **mingw-x64**
: Use mingw-x64. You would spend a bit of time to download it, and get familiar with how it works. You should be able to use Linux tools within your Windows [more contribution welcome].
Option 3. **scoop**
: Use [scoop](https://scoop.sh/) to install a couple of software tools (make and gcc) and manually compile a binary (`.exe`) file yourself. Find a short step-by-step guide below.
Option 4. **emacsql-sqlite3**
: Use another Emacs package called [`emacsql-sqlite3`](https://github.com/cireu/emacsql-sqlite3). You can download an [official binary](https://sqlite.org/download.html) for `sqlite3`. `emacsql-sqlite3` lets you use it. For this option to work, you need to adjust the `org-roam` source code, and get your modified version to work in your Emacs environment. Find a suggestion below.
### scoop
**Step 1.** In PowerShell, install `scoop` ([instruction here](https://scoop.sh/)).
```powershell
iwr -useb get.scoop.sh | iex
```
**Step 2.** In PowerShell, install `make` and `gcc` via scoop
```powershell
scoop install make gcc
```
**Step 3.** In Emacs, install the `emacsql-sqlite` package for your Emacs if it is not done yet.
**Step 4.** In PowerShell, move to the directory where `emacsql.c` is stored.
With MELPA, it is likely to be under your ELPA folder:
```
~\AppData\Roaming\.emacs.d\elpa\emacsql-sqlite-20190727.1710\sqlite
```
With Doom Emacs, it should be under your `.emacs\.local`:
```
~\.emacs.d\.local\straight\build\emacsql-sqlite\sqlite
```
Check the files via `dir` command. You should see these files:
```powershell
Mode LastWriteTime Length Name
---- ------------- ------ ----
-a---- 22/03/2020 12:10 PM 5170 emacsql.c
-a---- 22/03/2020 12:10 PM 439 Makefile
-a---- 22/03/2020 12:10 PM 7516138 sqlite3.c
-a---- 22/03/2020 12:10 PM 526684 sqlite3.h
```
**Step 5.** Compile the `.exe` file with `make`
```powershell
make emacsql-sqlite CC=gcc LDLIBS=
```
You will see the process triggered with lots of text automatically scrolling down; it may take a couple of minutes for compilation to finish.
Once compilation is done, check that `emacsql-sqlite.exe` has been added to the directory.
**Step 6.** Relaunch Emacs, use `org-roam`
When you start `org-roam` (e.g. via `org-roam-mode`), now you should no longer see the "No EmacSQL SQLite binary available, aborting" error. You are good to go.
### emacsql-sqlite3
1. In Emacs, install the `emacsql-sqlite3` package
2. Using your text editor, etc. modify `org-roam-db.el`:
1. Replace `(require 'emacsql-sqlite)` with `(require 'emacsql-sqlite3)`
2. Comment/deactivate the complete `(defconst org-roam-db--sqlite-available-p ... )`
3. In `(defun org-roam-db ...`, replace `emacsql-sqlite`
with `emacsql-sqlite3`
3. If you compile `.el` files, ensure to replace `org-roam-db.elc` with the new source you modified.

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## Recommended Books
- [How to Take Smart Notes][1]
## Articles
- [How to Take Smart Notes in Org-mode - Jethro Kuan][7]
- [The Zettelkasten Method - LessWrong 2.0][3]
- [Building a second brain in Roam][4]
- [Roam: Why I Love It and How I Use It][5]
- [Adam Keesling's Twitter Thread][6]
## Threads
- [Ask HN: How to Take Good Notes][8]
## What to Do With Your Notes
- [How to Use Roam to Outline a New Article in Under 20 Minutes][2]
[1]: https://www.goodreads.com/book/show/34507927-how-to-take-smart-notes?ac=1&from_search=true&qid=6L8iEE1FIA&rank=1
[2]: https://www.youtube.com/watch?v=RvWic15iXjk
[3]: https://www.lesswrong.com/posts/NfdHG6oHBJ8Qxc26s/the-zettelkasten-method-1
[4]: https://reddit.com/r/RoamResearch/comments/eho7de/building_a_second_brain_in_roamand_why_you_might
[5]: https://www.nateliason.com/blog/roam
[6]: https://twitter.com/adam_keesling/status/1196864424725774336?s=20
[7]: https://blog.jethro.dev/posts/how_to_take_smart_notes_org/
[8]: https://news.ycombinator.com/item?id=22473209

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While exporting your documents to another format such as HTML -- whether using Org's in-built export or ox-hugo -- you can add a backlinks section which would display the backlinks to the current file. This is done via org-export's preprocessing hooks. See more at [Advanced Export Configuration (The Org Manual)](https://orgmode.org/manual/Advanced-Export-Configuration.html#Advanced-Export-Configuration).
Following are two different configs that might be suitable for different use-cases. Add one of these snippets in your Emacs init file.
### Only Backlinks
This will display only the backlinks and not the contents.
```emacs-lisp
(defun my/org-roam--backlinks-list (file)
(if (org-roam--org-roam-file-p file)
(--reduce-from
(concat acc (format "- [[file:%s][%s]]\n"
(file-relative-name (car it) org-roam-directory)
(org-roam--get-title-or-slug (car it))))
"" (org-roam-db-query [:select [from] :from links :where (= to $s1)] file))
""))
(defun my/org-export-preprocessor (backend)
(let ((links (my/org-roam--backlinks-list (buffer-file-name))))
(unless (string= links "")
(save-excursion
(goto-char (point-max))
(insert (concat "\n* Backlinks\n") links)))))
(add-hook 'org-export-before-processing-hook 'my/org-export-preprocessor)
```
### Backlinks and Contents
This would insert both backlinks and the contents, just like the org-roam buffer. This might be especially useful if you host a web version of your personal knowledgebase and want to browse the files along with the backlinks from mobile devices.
```emacs-lisp
(defun my/org-roam--backlinks-list-with-content (file)
(with-temp-buffer
(if-let* ((backlinks (org-roam--get-backlinks file))
(grouped-backlinks (--group-by (nth 0 it) backlinks)))
(progn
(insert (format "\n\n* %d Backlinks\n"
(length backlinks)))
(dolist (group grouped-backlinks)
(let ((file-from (car group))
(bls (cdr group)))
(insert (format "** [[file:%s][%s]]\n"
file-from
(org-roam--get-title-or-slug file-from)))
(dolist (backlink bls)
(pcase-let ((`(,file-from _ ,props) backlink))
(insert (s-trim (s-replace "\n" " " (plist-get props :content))))
(insert "\n\n")))))))
(buffer-string)))
(defun my/org-export-preprocessor (backend)
(let ((links (my/org-roam--backlinks-list-with-content (buffer-file-name))))
(unless (string= links "")
(save-excursion
(goto-char (point-max))
(insert (concat "\n* Backlinks\n") links)))))
(add-hook 'org-export-before-processing-hook 'my/org-export-preprocessor)
```

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mkdocs-material==4.6.2
pymdown-extensions==6.3

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## What is Roam protocol?
Org-roam extending `org-protocol` with 2 protocols: the `roam-file`
and `roam-ref` protocol.
## The `roam-file` protocol
This is a simple protocol that opens the path specified by the `file`
key (e.g. `org-protocol://roam-file?file=/tmp/file.org`). This is used
in the generated graph.
## The `roam-ref` Protocol
This protocol finds or creates a new note with a given `ROAM_KEY` (see
[Anatomy](anatomy.md)):
![roam-ref](images/roam-ref.gif)
To use this, create a Firefox bookmarklet as follows:
```javascript
javascript:location.href =
'org-protocol://roam-ref?template=r&ref='
+ encodeURIComponent(location.href)
+ '&title='
+ encodeURIComponent(document.title)
```
or as a keybinding in qutebrowser, adding the following to the autoconfig.yml file:
```yml
settings:
bindings.commands:
global:
normal:
gc: open javascript:void(location.href='org-protocol://roam-ref?template=r&ref='+encodeURIComponent(location.href)+'&title='+encodeURIComponent(document.title))
```
where `template` is the template key for a template in
`org-roam-capture-ref-templates`. More documentation on the templating
system can be found [here](templating.md).
These templates should contain a `#+ROAM_KEY: ${ref}` in it.
## Setting up Org-roam protocol
To enable org-roam's protocol extensions, you have to add the
following to your init file:
```emacs-lisp
(require 'org-roam-protocol)
```
The instructions for setting up `org-protocol` can be found
[here][org-protocol-inst], but they are reproduced below.
We will also need to create a desktop application for `emacsclient`.
The instructions for various platforms are shown below:
## Linux
Create a desktop application. I place mine in
`~/.local/share/applications/org-protocol.desktop`:
```
[Desktop Entry]
Name=Org-Protocol
Exec=emacsclient %u
Icon=emacs-icon
Type=Application
Terminal=false
MimeType=x-scheme-handler/org-protocol
```
Associate `org-protocol://` links with the desktop application by
running in your shell:
```bash
xdg-mime default org-protocol.desktop x-scheme-handler/org-protocol
```
To disable the "confirm" prompt in Chrome, you can also make Chrome
show a checkbox to tick, so that the `Org-Protocol Client` app will be used
without confirmation. To do this, run in a shell:
```sh
sudo mkdir -p /etc/opt/chrome/policies/managed/
sudo tee /etc/opt/chrome/policies/managed/external_protocol_dialog.json >/dev/null <<'EOF'
{
"ExternalProtocolDialogShowAlwaysOpenCheckbox": true
}
EOF
sudo chmod 644 /etc/opt/chrome/policies/managed/external_protocol_dialog.json
```
and then restart Chrome (for example, by navigating to <chrome://restart>) to
make the new policy take effect.
See [here](https://www.chromium.org/administrators/linux-quick-start)
for more info on the `/etc/opt/chrome/policies/managed` directory and
[here](https://cloud.google.com/docs/chrome-enterprise/policies/?policy=ExternalProtocolDialogShowAlwaysOpenCheckbox)
for information on the `ExternalProtocolDialogShowAlwaysOpenCheckbox`
policy.
## Mac OS
One solution is to use
[Platypus](https://github.com/sveinbjornt/Platypus). Here are the
instructions for setting up with Platypus and Chrome:
1. Install and launch Platypus (with [Homebrew](https://brew.sh/)):
```sh
brew cask install platypus
```
2. Create a script `launch_emacs.sh`:
```
#!/usr/bin/env bash
/usr/local/bin/emacsclient --no-wait $1
```
3. Create a Platypus app with the following settings:
```
| Setting | Value |
|--------------------------------+---------------------------|
| App Name | "OrgProtocol" |
| Script Type | "env" · "/usr/bin/env" |
| Script Path | "path/to/launch-emacs.sh" |
| Interface | None |
| Accept dropped items | true |
| Remain running after execution | false |
```
Inside `Settings`:
```
| Setting | Value |
|--------------------------------+----------------|
| Accept dropped files | true |
| Register as URI scheme handler | true |
| Protocol | "org-protocol" |
```
To disable the "confirm" prompt in Chrome, you can also make Chrome
show a checkbox to tick, so that the `OrgProtocol` app will be used
without confirmation. To do this, run in a shell:
```sh
defaults write com.google.Chrome ExternalProtocolDialogShowAlwaysOpenCheckbox -bool true
```
##### Note for Emacs Mac Port
If you're using [Emacs Mac Port](https://github.com/railwaycat/homebrew-emacsmacport), it
registered its `Emacs.app` as the default handler for the URL scheme
`org-protocol`. We have to make our `OrgProtocol.app` the default
handler instead (replace `org.yourusername.OrgProtocol` with your app
identifier):
```
$ defaults write com.apple.LaunchServices/com.apple.launchservices.secure LSHandlers -array-add \
'{"LSHandlerPreferredVersions" = { "LSHandlerRoleAll" = "-"; }; LSHandlerRoleAll = "org.yourusername.OrgProtocol"; LSHandlerURLScheme = "org-protocol";}'
```
Then restart your computer.
[org-protocol-inst]: https://orgmode.org/worg/org-contrib/org-protocol.html

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Rather than creating blank files on `org-roam-insert` and
`org-roam-find-file`, it is may be desirable to prefill the file with
content. This may include:
- Time of creation
- File it was created from
- Clipboard content
- Any other data you may want to input manually
This requires a complex template insertion system, but fortunately,
Org ships with a powerful one: `org-capture`. However, org-capture was
not designed for such use. Org-roam abuses `org-capture` to some
extent, extending its syntax. To first understand how org-roam's
templating system works, it may be useful to look into org-capture.
Org-roam's templates can be customized by modifying the variable
`org-roam-capture-templates`.
## Org-roam Templates
The org-roam capture template extends org-capture's template with 2
additional properties:
1. `:file-name`: This is the file name template used when a new note
is created. Notes can be placed in sub-directories by prepending them to
the filename (`sub/file-name`)
2. `:head`: This is the template that is inserted on initial note
creation.
### Org-roam Template Expansion
Org-roam's template definitions also extend org-capture's template
syntax, to allow prefilling of strings. In many scenarios,
`org-roam-capture--capture` is passed a mapping between variables and strings.
For example, during `org-roam-insert`, a title is prompted for. If the
title doesn't already exist, we would like to create a new file,
without prompting for the title again.
Variables passed are expanded with the `${var}` syntax. For example,
during `org-roam-insert`, `${title}` is prefilled for expansion. Any
variables that do not contain strings, are prompted for values using
`completing-read`.
After doing this expansion, the org-capture's template expansion
system is used to fill up the rest of the template. You may read up
more on this on [org-capture's documentation
page](https://orgmode.org/manual/Template-expansion.html#Template-expansion).
For example, take the template: `"%<%Y%m%d%H%M%S>-${title}"`, with the title
`"Foo"`. The template is first expanded into `%<%Y%m%d%H%M%S>-Foo`. Then
org-capture expands `%<%Y%m%d%H%M%S>` with timestamp: e.g.
`20200213032037-Foo`.
All of the flexibility afforded by emacs and org-mode are
available. For example, if you want to encode a UTC timestamp in the
filename, you can take advantage of org-mode's `%(EXP)` template
expansion to call `format-time-string` directly to provide its third
argument to specify UTC.
``` emacs-lisp
("d" "default" plain (function org-roam--capture-get-point)
"%?"
:file-name "%(format-time-string \"%Y-%m-%d--%H-%M-%SZ--${slug}\" (current-time) t)"
:head "#+TITLE: ${title}\n"
:unnarrowed t)
```
Similarly, if you want to change how titles are transformed into
slugs, you can override `org-roam--title-to-slug`. For example, to use
hyphens instead of underscores:
``` emacs-lisp
(defun org-roam--title-to-slug (title)
"Convert TITLE to a filename-suitable slug. Uses hyphens rather than underscores."
(cl-flet* ((nonspacing-mark-p (char)
(eq 'Mn (get-char-code-property char 'general-category)))
(strip-nonspacing-marks (s)
(apply #'string (seq-remove #'nonspacing-mark-p
(ucs-normalize-NFD-string s))))
(cl-replace (title pair)
(replace-regexp-in-string (car pair) (cdr pair) title)))
(let* ((pairs `(("[^[:alnum:][:digit:]]" . "-") ;; convert anything not alphanumeric
("--*" . "-") ;; remove sequential underscores
("^-" . "") ;; remove starting underscore
("-$" . ""))) ;; remove ending underscore
(slug (-reduce-from #'cl-replace (strip-nonspacing-marks title) pairs)))
(s-downcase slug))))
```
This templating system is used throughout org-roam templates.
### Template examples
Here I walkthrough the default template, reproduced below.
```
("d" "default" plain (function org-roam--capture-get-point)
"%?"
:file-name "%<%Y%m%d%H%M%S>-${slug}"
:head "#+TITLE: ${title}\n"
:unnarrowed t)
```
1. The template has short key `"d"`. If you have only one template,
org-roam automatically chooses this template for you.
2. The template is given a description of `"default"`.
3. `plain` text is inserted. Other options include Org headings via
`entry`.
4. `(function org-roam--capture-get-point)` should not be changed.
5. `"%?"` is the template inserted on each call to `org-roam-capture--capture`.
This template means don't insert any content, but place the cursor
here.
6. `:file-name` is the file-name template for a new note, if it
doesn't yet exist. This creates a file at path that looks like
`/path/to/org-roam-directory/20200213032037-foo.org`.
7. `:head` contains the initial template to be inserted (once only),
at the beginning of the file. Here, the title global attribute is
inserted.
8. `:unnarrowed t` tells org-capture to show the contents for the
whole file, rather than narrowing to just the entry.
Other options you may want to learn about include `:immediate-finish`.

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Org-roam was built to support a workflow that was not possible with
vanilla Org-mode. This flow is modelled after the [Zettelkasten
method][zettelkasten], and many of [Roam Research][roam]'s workflows.
It is crucial to understand that Org-roam does not auto-magically make
note-taking better -- it's changing the note-taking workflow that
does.
To understand more about the methods and madness, the [Note-Taking
Workflow][appendix:ntw] page contains a page of useful references. The
author has also written [a post][jethro-blog-post] about how he uses
Org-roam.
## Activating Org-roam
Org-roam's entry point is the global minor `org-roam-mode`. This sets
up Emacs with several hooks, for keeping the org-roam cache
consistently updated, as well as showing the backlinks buffer.
The cache is a sqlite database named `org-roam.db`, which resides at
the root of the `org-roam-directory`. Activating `org-roam-mode`
builds the cache, which may take a while the first time, but is
generally instantaneous in subsequent runs. To build the cache
manually again, run `M-x org-roam-db-build-cache`.
## Finding a Note
`org-roam-find-file` shows the list of titles for notes that reside in
`org-roam-directory`. Selecting a note title will bring you to the
corresponding note. Entering a title of a note that does not yet exist
will create a new note with that title.
![org-roam-find-file](images/org-roam-find-file.gif)
Note that in the above image, the [ivy](https://github.com/abo-abo/swiper)
completion frontend is used. The default frontend has some usability issues with
non-matching candidates (e.g. when you want to enter a title of a new note,
there is no completion candidate), so either `ivy` or `helm` is recommended.
## Inserting Links
`org-roam-insert` insert links to existing (or new) notes. Entering a
non-existent title will also create a new note with that title.
![org-roam-insert](images/org-roam-insert-filetag.gif)
Good usage of Org-roam requires liberally linking files. This allows
the build-up of a dense knowledge graph.
## The Org-roam Buffer
The Org-roam buffer is often displayed in the side window. It shows
backlinks for the currently active Org-roam note, along with some
surrounding context.
![org-roam-buffer](images/org-roam-buffer.gif)
## Exporting the Graph
Org-roam also uses Graphviz to generate a graph, with notes as nodes,
and links between them as edges. The generated graph can be used to
navigate to the files, but this requires some additional setup
described in the [Roam Protocol][appendix:roam-protocol] page.
![org-roam-graph](images/org-roam-graph.gif)
[zettelkasten]: https://zettelkasten.de/
[appendix:ntw]: notetaking_workflow.md
[appendix:roam-protocol]: roam_protocol.md
[roam]: https://www.roamresearch.com/
[jethro-blog-post]: https://blog.jethro.dev/posts/how_to_take_smart_notes_org/