Our lives are becoming more and more reliant on digital information. Many of us do our banking, file our income taxes, and even keep our medical records electronically. A few weeks ago the topic of an OnMouseClick column was digital housekeeping, and I recommended the practice of regularly making backups of your primary hard drive, and deleting files and applications that are no longer needed. What the column didn’t address was what to do with files that are not currently needed, but might be in the future.
I recently received a call from a client who hired me for some design work almost ten years ago. He wanted to order 500 business cards from my original design, and I crossed my fingers hoping I could remember where I had saved the file. Since we regularly travel back and forth between New York and Florida, I own several portable hard drives that travel with me. On one of the drives I have a folder named Archives, where I store files that aren’t currently being used. The business card file was easily located in a sub-folder under the client’s name, and I was able to send it out for printing – electronically, of course – within the hour. Heeding my own advice, I also keep a backup of the Archives folder on another portable drive as well.
In addition to keeping track of where your files are located, it pays to use easily recognizable names for your files, and to organize them into folders and sub-folders (or directories and sub-directories). This is something I recently needed to deal with regarding my OnMouseClick files. All of the column files are located inside sub-folders labeled by year, and the sub-folders are located inside one main folder labeled TR-OnMouseClick. The file for each column is named OnMouseClick with the year and column number. As an example, today’s column is OnMouseClick.2019-11. A good system, except when I need to go back and check what I wrote in an earlier column. Unless I can remember what date I wrote about a topic, I find myself opening numerous files before finding the one I need. A better system, which I am going to use going forward, would be to include the subject of each column in its file name. Instead of OnMouseClick.2019-11 today’s column is going to be renamed 2019-11.OMC.Naming.
It is obvious that how we choose to name and locate our files can have a major impact on our ability to stay organized and quickly find files when we need them. It is a good organizational strategy is to be consistent and descriptive in naming files and folders, and to group files together that contain similar information.
Both Macintosh and Windows computers feature a folder named Documents, which is the default location for saving a majority of the files you create. While you might want to continue saving most of your files in the Documents folder, you should create a series of sub-folders, by subjects, inside Documents . The same concept is also valid with the Pictures folders of your photographs. Grouping your photographs by dates and subjects makes them easier to find when you need to print or share photos with friends and family.
While I was researching today’s column I came across an article, published on the staffingindustry.com website, that includes excellent suggestions for naming files. The article, titled PROBABLY THE BEST FILE NAMING CONVENTION EVER, includes a list of seven things that will make your file names descriptive and easy to find. Among the ideas listed are the following:
- Instead of spaces or underscores (_) between words, use capital letters. Files named this way are much easier for a search engine to find. Example: PhotosFlamingos instead of Photos of Flamingos or Photos_of_Flamingos.
- When using dates in a file name, state the date ‘back to front” for better sorting. Example: YYYY or YYYMM or YYYYMMDD – 2019 or 201903 or 20190308. I use hyphens when naming my photographs – 2019-03-08 – The article suggests not using hyphens, but I always put the year first and my photos sort correctly.
- When using a number as a file prefix, commonly used when naming photographs, use a two or three digit number. Example: flamingo.01 or flamingo.001.
- Use folder names that have meaning and can easily be identified as the repository for specific files.
Something else I recommend, which was not included in the article, is the use of extra spaces at the beginning of a file name. If I have a large group of files in a folder, and there is one or more files I want to access frequently, I will add spaces to the beginning of the name and thus make them appear at the top of an alphabetized list. Example: ‘ CDE’ will appear above ‘ABC’.
If you are thinking that these suggestions may be useful, but don’t know what to do about all the files on your hard drive, there are a variety of free and low-cost applications that allow you to rename a group of files simultaneously. The renaming applications will give all the files the same name, but with a suffix number to differentiate one from the other.
To find a renaming applications do a Google search for “bulk renaming Windows” or “bulk renaming Mac.” You can also include the word “review” in your search to read what tech writers have to say about the products. I recommend cnet.com and pcmag.com for reviews. Both publications are reliable sources for objective reviews.
The entire article can be found HERE.
