Create and manage folders in the Mammoth Data Library

Create a folder

1. Click Data in the left sidebar. The Datasets tab opens.
2. Open the folder you want the new folder to sit in, or stay at the top level.
3. Click New folder in the toolbar. On a phone, tap +, then New Folder.
4. In the New folder dialog, type a name under Folder name.
5. Click Create folder, or press Enter.

The folder appears in the list, and a message such as "Created new folder 'Sales'" confirms it.

You can also create a folder while moving items, from the Move to… dialog. See Copy, move and delete datasets.

Open a folder and find your way back

• Double-click a folder row, or click it and choose Open folder, to step inside.
• Inside a folder, the breadcrumb above the toolbar (Folder path) shows where you are. It starts with Datasets (the top level of the project).
• Click any crumb to jump there, or click the back arrow (Back to the folder above).
• Each folder has its own address. You can bookmark it, reload it, or share the link with someone who has access to the project.

An empty folder shows an upload area. Drop files on it, or use Connect to a source, Use a sample or Generate with AI. While a folder is still being filled (for example after you upload a folder of files), it says, for example, "Preparing 12 files", and the datasets appear as they finish.

Use the folder panel

Click a folder row once to open its panel beside the list. Under Contents, a table lists what the folder holds, with Name, Type, Rows and Updated. Click a row in that table to open the item: a folder opens, and a dataset opens in the data editor.

The panel and the folder's ⋯ menu (or right-click) offer these actions:

Rename a folder

1. Right-click the folder (or click its ⋯ button) and choose Rename. The folder's panel opens with its name ready to edit.
2. Type the new name and press Enter.

The rules for a new folder apply: up to 100 characters, and no other folder in the same place may have the same name. If one does, you see a message such as "A folder named “Sales” already exists here", and the old name stays.

Move datasets into a folder

There are three ways:

A View can't be moved on its own: it moves with its dataset. A folder can't move into itself or one of its own subfolders. For the Move to… dialog in detail, see Copy, move and delete datasets.

Download every dataset in a folder

1. Right-click the folder and choose Download folder.

2. Pick a format:

   Option	What you get
   Excel workbook	One sheet per dataset.
   CSV files (.zip)	One .csv file per dataset, in a .zip file.
   Stack the ones with the same columns into one file	Datasets with identical columns are stacked into one file.

3. Click Download. The file saves on its own when it is ready.

Raw files and tables that can't be read yet are left out, and the dialog says how many.

Delete a folder

1. Right-click the folder and choose Move to trash.
2. The Move to trash? dialog says what goes with it, for example "The 6 items inside leave the library now and are recoverable from Trash for 30 days."
3. Confirm.

The folder itself isn't a Trash item. Trash lists the datasets and Views that were inside it, and the emptied folder is removed. Restore them from Trash, and each dataset returns to its original folder. See Get things back from Trash.

Route incoming files with a watched folder

A folder can be the source of a File Collection or Data Consolidation automation. Such a folder is Watched: files that arrive in it are routed into datasets by rules. Set these automations up from Automate collection or the Automations tab. See What you can automate and Combine incoming data.

Read a watched folder's automation boxes

Inside a watched folder, the toolbar shows a box for each of its automations, after New folder. Click a box to see:

Click View automation to open the automation. Its History lists every file it took in and how it arrived: Uploaded file, Collected file, Moved in or Added on request. It also says how it went, for example "2 of 3 added".

The card also says: "Once a file is added it leaves this folder. A file that can't be added stays here, and we'll tell you why."

In the list, a watched folder's row says Watched and which dataset it feeds. The destination dataset's row says "Fed by" and the folder's name.

Change the order of a folder's rules

When a file matches more than one rule, it goes by the first rule it matches ("Files added here go by the first rule they match"). Anything no rule takes stays in the folder as its own dataset.

1. Click the box that counts the folder's automations (for example "2 automations").
2. Click Reorder rules. This appears only when the folder has two or more rules of its own.
3. Use Move up and Move down to set the order.
4. Click Save order. A dialog asks "Change the order of this folder's rules?" and explains that only new files follow the new order.
5. Click Save order again.

The message "Rule order saved" confirms it. Rules set on a parent folder show "from" and that folder's name, and can't be reordered here. Someone who can only view the project gets no Reorder rules.

See where files will go before you upload

When you upload files into a watched folder, the upload dialog shows Where these files go before you upload. Each file is grouped under the dataset it will go into (for example "→ Sales"), or under Stays here ("No rule takes it, so it becomes its own dataset here."). If a file matches two rules, it says which comes first.

Fix a file that didn't go into its dataset

A file that couldn't be added stays in the folder with a chip and a reason. Some chips come with a button that fixes it. The folder row counts the files waiting, for example "3 not added".

Other reasons you may see:

• "Not read: this month's AI pages for PDFs are used up"
• "Not read: PDFs need an AI key, and none is set up"
• "This kind of file can't be read"

Limits

Troubleshooting

Related

• Find your way around the Data Library: the Datasets list, selection and bulk actions.
• Copy, move and delete datasets: the Move to… dialog in detail.
• The dataset panel: what you can do with a dataset.
• Get things back from Trash: restore the contents of a deleted folder.
• Combine incoming data: set up the rules a watched folder follows.