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Naming and organizing files

Large research projects can generate hundreds of data files. Short descriptive file names and a simple file hierarchy make these files easier to navigate and locate.

Set up conventions for your project, document them for all team members, and bDatabase_DigitalPreservation.pnge consistent.

Few recommendations to help you organizing your files :

Use a short unique identifier (e.g. Project Name or Grant #)
√: CHHM
ÌýX : Centre for Hip Health and Mobility
Why?ÌýShort filenames prevent the need for side scrolling and column adjustment.
Ìý
Include a summary of content (e.g. Questionnaire or GrantProposal) as part of the file name
√: FileNm_Guidelines_20140409_v01.docx
XÌý: FileNm_20140409.docx
Why?ÌýFiles will be easier to find.
Ìý
Use _ as delimiters. Avoid these special characters: & , * % # * ( ) ! @$ ^ ~ ‘ { } [ ] ? < > –
√: FileNm_Guidelines_20140409_v01.docx
XÌý: FileNm Guidelines 2014 04 09 v01.docx
Why?ÌýDifferent computer systems handleÌýspecial characters differently – filing order, etc.
Ìý
Keep track of document versions either sequentially (e.g. v01, v02,) or with a unique date and time ( e.g. 20140403_1800)
√: FileNm_Guidelines_20140409_v01.docx
XÌý: FileNm_Guidelines_20140409_Review.docx AND FileNm_Guidelines_20140409_Investigation.docx
Why?ÌýTwo years from now, you won’t remember what you meant.

Make folder hierarchies as simple as possible
√: F:/ Env/LIBR/DataMgmt_FileFormats_20140409_v01.docx
XÌý: F:/Environment/Library/Woodward/Data/Education/Materials/Draft/2014/04/-DataMgmt_FileFormats_20140409_v01.docx
Why?ÌýComplex folder hierarchies are harder to navigate and offer more opportunities for filing errors. System back-ups may take longer.
Ìý

ÌýSource: ÌýÌý