RecordsManagementModel

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Back to Records Management

This document should be considered work in progress and does not reflect features currently available in Alfresco.

Table of Contents

• 1 Alfresco Records Management Folder Hierarchy Model
  
  • 1.1 File Plan
  • 1.2 Record Category Series
  • 1.3 Record Category
  • 1.4 Record Folder
  • 1.5 Record
• 2 Alfresco Records Management Content Model
  
  • 2.1 Model
  • 2.2 Types
    
    • 2.2.1 FilePlan
    • 2.2.2 RecordSeries
  • 2.3 RecordCategory
  • 2.4 Aspects
    
    • 2.4.1 Record

Alfresco Records Management Folder Hierarchy Model

RMHierarchy.png

File Plan

• A file plan is the top structure in the records management hierarchy.
  
• A repository usually only has one file plan, but can have more than one.
  
• A file plan contains many record categories and/or record category series.
  

Record Category Series

• A grouping of record categories
  

Record Category

• Records can be filed in record category
  
• A record category defines how the record is treated during it's lifecycle
  
• It has retention and disposition data associated with it
  
• Record folders and records filed within the category are subject to the data defined on the category.
  

Record Folder

• A record folder is an extension to a file plan.
  
• A record folder is managed by the RMA as a 'fat record'.
  
• It contains many records which are grouped together.
  
• A record folder allows retention and disposition of the contained records to happen together.
  

Record

• A record is any content that has been filed within a File Plan.
  
• A record can refer to non-digital content.
  
• A records life cycle is managed by the RMA and determined by the record category it is filed within.
  

Alfresco Records Management Content Model

Model

Description	Records Management Model
URI	http://www.alfresco.org/model/record/1.0
Prefix	rma

Types

FilePlan

Name	rma:filePlan
Title	File Plan
Parent	cm:folder

RecordSeries

Name	rma:recordSeries
Title	Record Series
Parent	cm:folder

RecordCategory

Name	rma:recordCategory
Title	Record Category
Parent	cm:folder
Default Aspects

Properties

Name	Type	Mandatory	Default	Description
rma:name	d:text	yes		Record category name
rma:id	d:text	yes		Record category unique identifier
rma:description	d:text	yes		Record category description

Aspects

Record

Name	rma:record
Title	Record

Properties

Name	Type	Mandatory	Default	Description
rma:recordId	d:text	yes		Unique record identifier
rma:title	d:text	yes		Record title
rma:dateFiled	d:date	yes		Record category description
rmaublicationDate	d:date	yes		Record publication date
rmarigionator	d:text	yes		Record origionator
rma:supplementalMarkingList	d:text	no		Supplemental marking list

Engineering Notes

RMHierarchy.png