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File Management

Tips for managing digital files by the Iowa State University Library

File system table

One way to summarize information about your file system is a table with the following headings. (See below for an example of the table populated with sample data.)

Table headings

Folder path

Record the path to each folder in your system. Refer to Folder hierarchy for guidance.

Naming convention

Record the file-naming convention or template for the files in this folder. Refer to Naming conventions for guidance.

Versions

Note whether multiple versions of files are retained.

Types

List the types of documents in this folder, such as images, reports, notes, transcripts, or data sets.

Formats

List the typical file formats for each document type.

Characteristics

Provide unique characteristics of each document type, such as typical contents, project name, identifiers, date created, or frequency of creation.

Table example

Folder path Naming convention Versions Types Formats Characteristics
project-ABC\photos spec_identifier usually only 1 Image TIFF Specimens and original labels photographed for the ABC project
project-ABC\reports

Internal versions: YYYY_QX_progress

Public versions: YYYY_QX_progress_PUBLIC

internal and public versions Report DOCX, PDF Quarterly reports on the progress of project ABC

Contact information

Questions? Contact us!

Consultations are also available by request.

Megan O'Donnell, Research Data Services Lead

datashare@iastate.edu

Heather Campbell, Head of Metadata Services

metadata@iastate.edu

File Management by Heather Campbell and Megan O'Donnell is licensed under CC BY 4.0 Attribution