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Is it possible to add additional folder layers?

dalequalls
Champ in-the-making
Champ in-the-making
RM is a great feature!

Is there any way to add additional layers of nested folders at any (or all) levels, such as:

File Plan > Series > Category > Folder >Sub Folder > Sub Sub Folder > Sub Sub Sub Folder

In our environment (legal), we would use it something like this:

File Plan > Litigation > Client Number > Matter Number> Correspondence > Plaintiff
                                                                                > Correspondence > Defendant
                                                                                > Documents > Briefs
                                                                                > Documents > Motions

The ability to do more nesting would be huge.  Is it possible in the existing product?

Thanks!
25 REPLIES 25

mrogers
Star Contributor
Star Contributor
Nope.   While technically it is quite easy there is actually code in place to prevent folders within folders.    It was a DOD requirement.

However you can have arbitary depth nested series, which may be what you are looking for.

mikeh
Star Contributor
Star Contributor
Just to make a slight correction here: the DOD specification states the fixed structure is:

Series -> Category -> Folder -> Record

There's no scope in the specification to nest Series (or Category or Folder), unfortunately.

Thanks,
Mike

loftux
Star Contributor
Star Contributor
I've been searching the standard to find where it says that you only can have 3 classification/folder-levels, and could find it (only used pdf search, so it may be in there in some wording). So this is how I interpret the standard:
You can have any number of nested folders or categories, but you cannot have different types at the same level
That is Series -> CategoryA -> CategoryAB -> FolderA -> FolderAB -> Record
Once you created a CategoryAB you wouldn't be allowed to add a Folder to CategoryA, or if CategoryA has a folder, you wouldn't be allowed to add subcategory CategoryAB. Same goes for folder, as long as there is no Record in a Folder, you can add subfolders.

At least this would be a more useful scenario, but it may very well be that the standard mandates no nesting.

dalequalls
Champ in-the-making
Champ in-the-making
Very interesting.

Thanks for the info, it's much appreciated!

kgeis
Champ on-the-rise
Champ on-the-rise
I also cannot find any place in the DoD spec that requires three levels.  Besides, most requirements in 5015.2 are not of the sort "thou shalt not have more than three levels" but more like "thou shall at least support a this kind of hierarchy."

It looks like Oracle supports multiple levels of series, categories and folders.  Personally, I can only understand structure inside a record folder.  MoReq requires this; DoD folders correspond to MoReq files, and MoReq has subfiles.

v912485
Champ in-the-making
Champ in-the-making
For this reason I'm now installing  version 3. 😞
RM in 3.2 is totally useless for us.

carlos_miguens
Champ on-the-rise
Champ on-the-rise
The DoD standard does not mandate three levels specifically. It has 3 file plan components as Mike correctly states, Series, Category and Folder. However it does not allow for nesting of Series or Category, i.e. it does not allow a category within a category.  It does not prevent adding additional folder levels, this would an implementation decision. Hence you may find that some systems allow this. One of the problems with existing records managment systems is the complexity - we wanted to keep things simple - at least to begin with. Based on feedback we'll review how we can best change this going forward.

Underneath the covers each of these file plan components is simply an aggregation object, so the restriction is not hard-baked - we can add additional levels later.

Just some notes on the discussion about standards and the implementation.

With DoD the disposal schedule is held at the category level, this is the reason I think that nesting categories is not allowed. Does not mean that it can't be handled, MoReq2 allows for nested disposal schedules, but implementing and testing this becomes far more complex.

MoReq has a classification scheme (file plan) which can be any depth, but you still cannot nest folders (called files in MoReq2 - just to confuse   Smiley Happy  ), the nesting is at the higher (class) level. There are various rules about files in classes, etc. MoReq2 also supports the notion of sub-files, but these also have restrictions, if you have sub-files all records need to go into the sub-files at a particular level.

Implementing some of this can be difficult, but it makes even more complex for users to understand. Take the simple example of adding nested folders to the existing Alfresco implementation, currently the implementation supports operational actions at the folder level, things such as close, cutoff, re-open, un-cutoff, freeze, transfer, unfreeze, etc. If these operations could be done on nested folders, then it becomes complex for a records manager to work out what is happening to sub-folders with these types of operations. We just need to work out a way of allowing this, which is simple enough for records managers to understand, yet powerful enough to be useful.

Once categories (nested tags) becomes available in Share you may be able to do what you want with those, I think categories will appear before nested folders.

v912485
Champ in-the-making
Champ in-the-making
It does not prevent adding additional folder levels, this would an implementation decision.
I'm sure it's not that hard to make this option configurable. This way administrators have the option to enforce "simplicity", or enable enhanced nested folders.

Thanks, Allan

carlos_miguens
Champ on-the-rise
Champ on-the-rise
Everyone on this thread.

I've created a JIRA improvement request (https://issues.alfresco.com/jira/browse/RM-79) for additional folder layers. We will have to work out how the actions work on sub-folders, but in the spirit of simple records management the folder actions (cutoff, close, etc.) will probably only be available on the leaf nodes of the fileplan.

Thanks
Carlos