This section aims to assist partners of the Pan-American Authorities (PANA) group in importing PANA terms into our Omeka S-powered website. This guide includes instructions on preparing your import data, navigating the Omeka S platform during the import process, and undoing an import if necessary. For further information or questions not covered in this guide, please contact the Bilingual Metadata Specialist Rose Echeguren at recheguren@ufl.edu or our Metadata Librarian Xiaoli Ma at xiaolima@ufl.edu.
For more information on Omeka S CSV imports in general, please consult the Omeka S User Manual.
Use spreadsheet software capable of exporting data into CSV format (e.g., Excel, Google Sheets) to create and organize your data.
In your spreadsheet, label columns A-J as follows:
Column A: Title
Spanish preferred term.
This is a required field.
Column B: Alternative Title
English term.
This is a required field.
Column C: Type
Type of term (Subject, Genre, Geographic, Name, Events / Wars, etc.).
This is a required field.
Column D: Relation
Non-preferred terms, ensuring each individual term is separated by a comma.
Note: If a non-preferred term contains a comma inside the term, remove all commas and keep a record of the terms where commas were removed for future correction after term import into Omeka.
This is an optional field.
Column E: References
List sources used for selecting the preferred term only, with each entry formatted as a URL followed by the resource name.
The source name should follow the standardized format from the list provided here: Omeka S References.xlsx.
Each URL/source name should be separated by a comma (without a comma in between the URL and source name).
For example,
https://armarcenlinea.com/web/pages/publico/index.php Armarc en línea 2.0, https://lembdigital.ddns.net/lemb/ Lemb Digit@l
If a stable URL for the term is unavailable, list the URL to the source's homepage.
For locally translated terms, denote as "Local".
This is a required field.
Column F: Description
This field is for scope notes, which can offer additional guidance on the term's usage to either the indexer or the searcher.
A scope note doesn't necessarily need to be a comprehensive definition but should clarify the intended use of the term within our resource.
This is an optional field.
Column G: shortDescription
This field is for editorial notes that can provide clarification on the rationale for selecting a specific Spanish term, particularly if it diverges from a direct translation of the English term.
This is an optional field.
Column H: Contributor
This field will display the name of your institution, hyperlinked to a dedicated page that lists only the terms contributed by your institution.
This field should be formatted as the URL followed by your institution's name, without a comma in between.
For example,
https://digital.domains.uflib.ufl.edu/omeka/s/bilingual/item-set/384327 George A. Smathers Libraries at the University of Florida
Please use the following URL specific to your institution:
| Institution | URL |
| University of Texas at Austin Libraries | https://digital.domains.uflib.ufl.edu/omeka/s/bilingual/item-set/384326 |
| George A. Smathers Libraries at the University of Florida | https://digital.domains.uflib.ufl.edu/omeka/s/bilingual/item-set/384327 |
| University of California, San Diego Library |
https://digital.domains.uflib.ufl.edu/omeka/s/bilingual/item-set/384328 |
This is a required field.
Column I: Identifier
URL of English term’s source (if available).
This is an optional field.
Column J: identifier
PANA IDs that are generated from the "Omeka” tab of the finalized terms sheet, utilizing Excel's autofill feature.
This is a required field.
Import Template:
After your import data spreadsheet (CSV) is ready, proceed to import your data into Omeka S by following the steps below:
On the left navigation pane in the Omeka dashboard, click "CSV Import".
Choose the Omeka Import spreadsheet you just created for "Spreadsheet (csv, tsv or ods)" field.
Do not alter the default import settings.
Click “Next”
To map to Omeka S data, select wrench icon next to “Relation”.
Click the "Use multivalue separator" field and click "Apply changes".
Click the wrench icon next to "References".
Click the "Use multivalue separator" box, choose "URI" from the "Data type" dropdown menu, and then click "Apply changes".
Click the wrench icon next to "Contributor".
Click the "Data type" dropdown, select "URI" from the menu, and then click "Apply changes".
Click the wrench icon next to "Identifier".
Click the "Data type" dropdown, select "URI" from the menu, and then click "Apply changes".
Click the trash icon to remove the automatic mapping for the "identifier" field. Then, click the plus icon next to "identifier".
Click the arrow next to "Properties".
Type 'identifier' in the search box, select "identifier" linked to the "Bibliographic ontology" vocabulary, and then click "Apply changes".
Navigate to the "Basic Settings" tab at the top of the page.
Click on the "Resource template" dropdown menu and select "PANA".
Click on the "Item sets" dropdown menu and select your institution.
Click on the "Sites" dropdown menu and select "Pan-American Authorities".
Click "Import".
To undo a data import, go to "Past Imports" within the "CSV Imports" section in the left-hand navigation pane.
Locate the import you wish to undo, ensuring it has your name and the correct date/time. Check the "Undo" box and click "Submit".
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