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Discover the importance of effective file management with our comprehensive overview. Learn how to identify, organize, and maintain your files in just three simple steps. This guide covers essential storage options, data backup strategies, and practical tips for keeping your files organized. Familiarize yourself with key commands and tools that will help you manage your files more efficiently. By the end of this resource, you'll be equipped to apply effective file management techniques, ensuring quick access, easier data sharing, and protection against data loss.
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Overview • Importance of file management • 3-step approach • Storage options • Data back-up • Resources • Hands on practice • Conclusion
Objectives • Understand importance of file management • Understand the 3-step approach • Be familiar with commands, tools, and resources • Apply file management techniques
What is file management? The development and maintenance of an organized and meaningful file system.
Why manage files? • Locate files quickly • Keep related documents together • Move groups of data easily • Facilitate file sharing • Backup important data quickly
Identify Organize Maintain 3-Step Approach • Identify • Organize • Maintain
Identify Organize Maintain Identifying Files and Folders • Names and extensions • Icons • Location
Tips • Use meaningful, easily recognizable file and folder names • 2001-budget-proposal.xls • software-vendors.mdb • ABC-conf-May02.ppt • Special considerations • Dates • Underscores • Spaces • Be consistent
Tips • Become familiar with file name extensions .doc or docx Word .xls or xlsx Excel .ppt or pptx PowerPoint .mdb or mdbx Access • Become familiar with icons • Use OS to find files and folders
Identify Organize Maintain Organizing Files and Folders • Group files and folders • Name each group • Create and delete folders • Move files and folders
Ways to Group Files and Folders • Project or Subject • Person or Department • Year • File type Staff Mtgs Evals 02 Budget
Tips • Separate data from applications • Save new documents in proper location • Use OS tools to move files A place for everything and everything in its place!
Tips • Compare hard drive to filing cabinet • Group files logically • Nest folders • Use inverted tree structure
Tips • Mix and match grouping methods • Be consistent
Identify Organize Maintain Maintaining Structure • Re-identify • Find and move floating files • Rename files and folders • Re-organize • Re-group files and folders • Sub-divide folders
Identify Organize Maintain 3-Step Approach • Identify • Organize • Maintain
Storage Options • Hard drive • Floppy disk • CD-ROM • USB (universal serial bus) • Department file server
Backing up Creating a duplicate of your files and folders on another storage device to protect data from accidental loss.
Tips • Back-up regularly and frequently • Back-up data, not applications • Save data files and folders in My Documents • Keep several iterations of back-ups • Label and date back-ups • Store back-ups off-site
Problem Reporting • Be familiar with: • How files and folders are organized • Where files and folders are stored • Who uses your machine
Summary • Importance of file management • 3-step approach • Practical tips • Storage options • Data back-up