Migrating taxonomy terms and multivalue fields into Drupal

Submitted by dinarcon on Fri, 08/09/2019 - 22:30

Today we continue the conversation about migration dependencies with a hierarchical taxonomy terms example. Along the way, we will present the process and syntax for migrating into multivalue fields. The example consists of two separate migrations. One to import taxonomy terms accounting for term hierarchy. And another to import into a multivalue taxonomy term field. Following this approach, any node and taxonomy term created by the migration process will be removed from the system upon rollback.

Syntax for multivalue field migration

Getting the code

You can get the full code example at https://github.com/dinarcon/ud_migrations The module to enable is `UD multivalue taxonomy terms` whose machine name is `ud_migrations_multivalue_terms`. The two migrations to execute are `udm_dependencies_multivalue_term` and `udm_dependencies_multivalue_node`. Notice that both migrations belong to the same module. Refer to this article to learn where the module should be placed.

The example assumes Drupal was installed using the `standard` installation profile. Particularly, a Tags (`tags`) taxonomy vocabulary, an Article (`article`) content type, and a Tags (`field_tags`) field that accepts multiple values. The words in parenthesis represent the machine name of each element.

Migrating taxonomy terms and their hierarchy

The example data for the taxonomy terms migration is fruits and fruit varieties. Each row will contain the name and description of the fruit. Additionally, it is possible to define a parent term to establish hierarchy. For example, “Red grape” is a child of “Grape”. Note that no numerical identifier is provided. Instead, the value of the `name` is used as a `string` identifier for the migration. If term names could change over time, it is recommended to have another column that did not change (e.g., an autoincrementing number). The following snippet shows how the source section is configured:

  plugin: embedded_data
    - fruit_name: 'Grape'
      fruit_description: 'Eat fresh or prepare some jelly.'
    - fruit_name: 'Red grape'
      fruit_description: 'Sweet grape'
      fruit_parent: 'Grape'
    - fruit_name: 'Pear'
      fruit_description: 'Eat fresh or prepare a jam.'
      type: string

The destination is quite short. The target entity is set to taxonomy terms. Additionally, you indicate which vocabulary to migrate into. If you have terms that would be stored in different vocabularies, you can use the `vid` property in the process section to assign the target vocabulary. If you write to a single one, the `default_bundle` key in the destination can be used instead. The following snippet shows how the destination section is configured:

  plugin: 'entity:taxonomy_term'
  default_bundle: tags

For the process section, three entity properties are set: name, description, and parent. The first two are strings copied directly from the source. In the case of `parent`, it is an entity reference to another taxonomy term. It stores the taxonomy term id (`tid`) of the parent term. To assign its value, the `migration_lookup` plugin is configured similar to the previous example. The difference is that, in this case, the migration to reference is the same one being defined. This sets an important consideration. Parent terms should be migrated before their children. This way, they can be found by the look up operation. Also note that the look up value is the term name itself, because that is what this migration set as the unique identifier in the source section. The following snippet shows how the process section is configured:

  name: fruit_name
  description: fruit_description
    plugin: migration_lookup
    migration: udm_dependencies_multivalue_term
    source: fruit_parent

Technical note: The taxonomy term entity contains other properties you can write to. For a list of available options check the baseFieldDefinitions() method of the Term class defining the entity. Note that more properties can be available up in the class hierarchy.

Migrating multivalue taxonomy terms fields

The next step is to create a node migration that can write to a multivalue taxonomy term field. To stay on point, only one more field will be set: the title, which is required by the node entity. Read this change record for more information on how the Migrate API processes Entity API validation. The following snippet shows how the source section is configured for the node migration:

  plugin: embedded_data
    - unique_id: 1
      thoughtful_title: 'Amazing recipe'
      fruit_list: 'Green apple, Banana, Pear'
    - unique_id: 2
      thoughtful_title: 'Fruit-less recipe'
      type: integer

The `fruits` column contains a comma separated list of taxonomies to apply. Note that the values match the unique identifiers of the taxonomy term migration. If you had used numbers as migration identifiers there, you would have to use those numbers in this migration to refer to the terms. An example of that was presented in the previous post. Also note that there is one record that has no terms associated. This will be considered during the field mapping. The following snippet shows how the process section is configured for the node migration:

  title: thoughtful_title
    - plugin: skip_on_empty
      source: fruit_list
      method: process
      message: 'Row does not contain fruit_list.'
    - plugin: explode
      delimiter: ','
    - plugin: callback
      callable: trim
    - plugin: migration_lookup
      migration: udm_dependencies_multivalue_term
      no_stub: true

The title of the node is a verbatim copy of the `thoughtful_title` column. The Tags fields, mapped using its machine name `field_tags`, uses three chained process plugins. The `skip_on_empty` plugin reads the value of the `fruit_list` column and skips the processing of this field if no value is provided. This is done to accommodate the fact that some records in the source do not specify tags. Note that the `method` configuration key is set to `process`. This indicates that only this field should be skipped and not the entire record. Ultimately, tags are optional in this context and nodes should still be imported even if no tag is associated.

The `explode` plugin allows you to break a string into an array, using a `delimiter` to determine where to make the cut. Later, the `callback` plugin will use the `trim` PHP function to remove any space from the start or end of the exploded taxonomy term name. Finally, this array is passed to the `migration_lookup` plugin specifying the term migration as the one to use for the look up operation. Again, the taxonomy term names are used here because they are the unique identifiers of the term migration. The `no_stub` configuration should be set to `true` to prevent terms to be created if they are not found by the plugin. This would not occur in the example because we make sure a match is found. If we did not set this configuration and we do not include the trim step, some new terms would be created with spaces at the beginning. Note that neither of these plugins has a `source` configuration. This is because when process plugins are chained, the result of one plugin is sent as source to be transformed by the next one in line. The end result is an array of taxonomy term ids that will be assigned to `field_tags`. The `migration_lookup` is able to process single values and arrays.

The last part of the migration is specifying the destination section and any dependencies. Refer to this article for more details on setting migration dependencies. The following snippet shows how both are configured for the node migration:

  plugin: 'entity:node'
  default_bundle: article
    - udm_dependencies_multivalue_term
  optional: []

More syntactic sugar

One way to set multivalue fields in Drupal migrations is assigning its value to an array. Another option is to set each value manually using field deltas. Deltas are integer numbers starting with zero (0) and incrementing by one (1) for each element of a multivalue field. Although you could set any delta in the Migrate API, consider the field definition in Drupal. It is possible that limits had been set to the number of values a field could hold. You can specify deltas and subfields at the same time. The full syntax is `field_name/field_delta/subfield`. The following example shows the syntax for a multivalue image field:

  field_photos/0/target_id: source_fid_first
  field_photos/0/alt: source_alt_first
  field_photos/1/target_id: source_fid_second
  field_photos/1/alt: source_alt_second
  field_photos/2/target_id: source_fid_third
  field_photos/2/alt: source_alt_third

Manually setting a multivalue field is less flexible and error-prone. In today’s example, we showed how to accommodate for the list of terms not being provided. Imagine having to that for each delta and subfield combination, but the functionality is there in case you need it. In the end, Drupal offers more syntactic sugar so you can write shorted field mappings. Additionally, there are various process plugins that can handle arrays for setting multivalue fields.

Note: There are other ways to migrate multivalue fields. For example, when using the `entity_generate` plugin provided by Migrate Plus, there is no need to create a separate taxonomy term migration. This plugin is able to create the terms on the fly while running the import process. The caveat is that terms created this way are not deleted upon rollback.

What did you learn in today’s blog post? Have you ever done a taxonomy term migration before? Were you aware of how to migrate hierarchical entities? Did you know you can manually import multivalue fields using deltas? Please share your answers in the comments. Also, I would be grateful if you shared this blog post with others.

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