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Synthesis Workbench Overview

Synthesis Workbench is a deep literature analysis platform provided by Zotero Agents. It transforms your library into a structured knowledge network, supporting topic synthesis, citation analysis, concept management, and controlled vocabulary management.

Synthesis Workbench Home

How to Open

  1. Open Dashboard / Synthesis Workspace via the toolbar button or menu
  2. Switch to the Synthesis view in the Workspace Tab

All Surfaces (Pages)

Synthesis Workbench consists of 8 surfaces, each providing a different functional view:

SurfaceFunctionDocs
HomeLibrary overview dashboard: library insights (registered papers / topic count / graph nodes), Git sync status panel, trending topic card listDetails
TopicsTopic list and management: 3 view modes (graph / grid / list), create and update topics, topic search and sortingDetails
IndexCanonical Reference index: paper registry view (paper list + citation rows + binding status), canonical reference view (search / merge / redirect / deduplicate)Details
ReviewReview hub: 3 sub-tabs — citation match review (accept/reject binding proposals), concept review, topic graph relationship reviewDetails
GraphCitation graph visualization (force-directed / radial / component — 3 layouts), with topic filtering and node/edge interactionDetails
TagsControlled tag vocabulary management + automatic tagging suggestion approvalDetails
ConceptsConcept knowledge base management: four-layer structure of concepts / senses / aliases / relations, overlayable onto the topic graph and readerDetails
ReaderTopic reader: full Topic Detail page with 8 sub-pages (Overview, Taxonomy, Claims, Compare, Future Directions, Coverage, References, Report)Details

Core Concepts

Canonical Store

The Canonical Store is the underlying knowledge graph storage for the Synthesis system. It stores content-addressable JSON files in the Zotero data directory.

Storage location: <Zotero data directory>/zotero-agents/data/synthesis/

Directory structure:

synthesis/
├── topics/ # Structured artifacts for topic synthesis
├── concepts/ # Concept knowledge base
├── topic-graph/ # Topic graph nodes and edges
├── citation-graph/ # Citation graph snapshots
├── tags/ # Controlled tag vocabulary
├── sync/ # Git sync working tree
└── state/ # Runtime state (transactions, receipts, caches, etc.)

Each file uses a JSON envelope format (CanonicalEnvelope) that includes a schema ID, version number, timestamp, and schema-validated data body. Write operations use transactional semantics: data is first staged in the transaction directory, promoted to the canonical location upon successful validation, and automatically rolled back on failure.

Reference Sidecar

A Reference Sidecar is an index of the attached artifacts for each paper. When a workflow processes a literature item and generates a digest, reference list, and citation analysis, these artifacts are attached to the item as structured notes (Zotero Notes). The Sidecar system scans these notes and records artifact status (complete / partial / missing) into the index.

Sidecar scan cycle: The sidecar is triggered to scan at the following times:

  • After a workflow execution completes and writes artifacts
  • When an explicit sidecar refresh operation is triggered
  • When the system detects stale sidecar data at startup

Artifact types:

ArtifactDescription
digestPaper digest (Markdown)
referencesReference list (JSON)
citation_analysisCitation analysis report (JSON)

Sidecar data serves as the primary input to the Canonical Reference Index — the system extracts citation records from the references artifact, establishes canonical references, and then attempts to match and bind them to library items.

Data Flow

Zotero Library

├──→ Workflow Execution (Literature Analysis / Deep Reading)
│ │
│ ↓
│ Artifact Notes (Digest / References / Citation Analysis)
│ │
│ ↓
│ Reference Sidecar ← Scan artifact status
│ │
│ ├──→ Canonical Reference Index
│ │ │
│ │ ├──→ Citation Binding (Bind to Zotero Items)
│ │ └──→ Citation Graph
│ │
│ └──→ Topic Synthesis
│ │
│ ├──→ Topic Graph (Topic Relationships)
│ └──→ Concept Associations (Concept KB)

└──→ Git Sync ←→ Remote Repository (Version Control and Backup)

Prerequisites

Using Synthesis Workbench requires:

  • A configured Skill-Runner backend (for running synthesis workflows)
  • Paper items already present in the library

Next Steps