RecordsManagementModel

Document created by afaust Moderator on Mar 27, 2016Last modified by alfresco-archivist on Aug 31, 2016
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The official documentation is at: http://docs.alfresco.com



Back to Records Management

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


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
rma:publicationDate d:date yes Record publication date
rma:origionator d:text yes Record origionator
rma:supplementalMarkingList d:text no Supplemental marking list

Engineering Notes

Attachments

Outcomes