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Collection Item Field Mapping

Prior to importing collection items, a crucial step will be to map the fields within your Stacks site with the column(s) of data in the .csv file you will be importing. Before we explain how to complete this mapping, lets quickly review the different types of fields that are used:

  • Regular Fields
    • These are intended to be used for values that describe the item itself and can include Generic fields as described in the Creating a Collection article; some of these fields are also unique
      • For example: each item should have a unique title
  • Filter Vocabulary Fields
    • Filter Vocabulary fields are intended to be used for values that describe a group of items, these fields are often repeatable
      • For example, a column that contains different material types could be mapped as a Filter Vocabulary, and many items could be included such as a value like 'White Paper' or 'Poster Board'

Manage Import Field Mapping

To complete the field mapping:

  1. From the Dashboard, click Collections
  2. Find the collection by
    1. Browsing the list; or
    2. Searching the list by collection name
  3. Once found, under the Operations column, click the drop-down arrow, then click Import
  4. Click the Import menu tab near the top of the screen, then the Settings tab just below
  5. Click the menu options on the left to configure the import
    1. Regular Fields
      1. Use the drop-down menu and select the corresponding column letter on the .csv file
    2. Filter Vocabulary Fields
      1. Use the drop-down menu and select the corresponding column letter on the .csv file
        1. Note: for any unused fields, leave the drop-down selected as -None
    3. Link & Button Fields
      1. Use the drop-down menu and select the corresponding column letter to map the Link & Field buttons
        1. Note: If you use both links and buttons, adjust the delimiters in Extra settings
    4. File Fields
      1. Use the drop-down menu and select the corresponding column letter on the .csv file
        1. Note: these columns should contain only the name of a file that has been previously uploaded to the Stacks site
    5. Extra Settings
      1. Configure the delimiters that are used in the .csv file so imported files correctly identify when there are multiple links and terms.
        1. Delimiters may differ based on the language or region settings of the device used to create the .csv file; Stacks allows you to configure the delimiter of your choice to identify when a filter vocabulary has multiple terms or if there are multiple links or buttons
        2. Note: You will configure the standard delimiter when importing the .csv file
  6. Click Save Configuration 
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