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zot has two boundaries beyond ordinary in-memory planning: the local Zotero SQLite database and Zotero file storage. Their dependencies and effects are intentionally different.

library(data.table)
#> 
#> Attaching package: 'data.table'
#> The following object is masked from 'package:base':
#> 
#>     %notin%
library(zot)
Boundary Reads or effects Operational note
Local SQLite Read-only local query May lag synchronized API state
File attachment Creates an item and may upload bytes Has immediate API and storage effects

Query SQLite read-only

zotLocalQuery() opens the supplied database with SQLite’s read-only flag and closes the connection when the query returns. This small fixture demonstrates the boundary without depending on an installed Zotero client.

Path <- tempfile(fileext = ".sqlite")
Connection <- DBI::dbConnect(RSQLite::SQLite(), Path)
DBI::dbWriteTable(
  Connection,
  "items",
  data.frame(key = c("A", "B"), title = c("One", "Two"))
)
DBI::dbDisconnect(Connection)

zotLocalQuery(
  "SELECT key, title FROM items WHERE key = ?",
  params = list("B"),
  path = Path
)
#>       key  title
#>    <char> <char>
#> 1:      B    Two
unlink(Path)

zotLocalItems() knows Zotero’s client schema and returns non-trashed regular items with library and date fields:

Items <- zotLocalItems(library = "user")
Items[, .(key, itemType, title, dateModified)]

The desktop client may be in WAL mode or awaiting synchronization. These rows are useful for a scan, not for proving a remote write succeeded.

Exercise the attachment protocol offline

ztAttach() creates an attachment item, requests storage authorization, uploads bytes when needed, registers the upload, and verifies the server-side MD5. The example supplies a fake API performer and a transport that reports an identical file already present, so no bytes leave the process.

File <- tempfile(fileext = ".pdf")
writeBin(as.raw(1:8), File)

Performer <- function(config, method, path, query, body, version) {
  list(
    status = 200L,
    headers = list(),
    body = list(successful = list(`0` = list(key = "ATT1")))
  )
}

Config <- zotConfig(
  userID = "42",
  key = "example-key",
  performer = Performer
)

Transport <- list(
  authorize = function(...) list(exists = 1L),
  upload = function(...) stop("upload should not run"),
  register = function(...) stop("registration should not run")
)

ztAttach(
  Config,
  parentKey = NA_character_,
  filePath = File,
  fileTransport = Transport
)
#> $status
#> [1] "exists"
#> 
#> $key
#> [1] "ATT1"
unlink(File)

With the default transport, this call has immediate external effects and may consume Zotero storage quota. A file-bearing record is refused by the block-move planner because that planner does not transfer attachment bytes.

Without an explicit contentType, the type is chosen as Zotero’s desktop client chooses it: a table of known extensions first (md and markdown as text/markdown, bib and txt as text/plain, pdf, epub, html, csv, json, office formats and images by their registered types), then, for any other extension, a sniff of the first 1024 bytes that yields text/plain when every byte is a text character and application/octet-stream otherwise. Text files are therefore never stored as application/octet-stream, which keeps them readable and indexable in Zotero. A text/* file whose bytes are valid UTF-8 is also given charset = "utf-8", and an empty file is refused.

ztAttach() acts at once. To review the files before anything is created, build an attach plan with ztAttachPlan() and run it through preview, approval, execution and verification as in vignette("guarded-workflow"); the command line exposes the same route as zot plan attach.

Keep evidence in the correct plane

A curation workflow may discover candidates through SQLite, establish current versions through the API, and upload an attachment. The same functions can be invoked interactively, from scripts, or by agent applications. API reads are required to observe remote outcomes; local data sources can lag the synchronized library.