
Make sure you can actually retrieve files from you backup by testing it.)

Plan for a robust backup system that you also test regularly.

(I use DEVONThink for all electronic filing I need to have with me all the time.) (only 1 level of folders in the "File Cabinet")Ĭreate a folder for current active project support material.ĭecide whether to lump all someday/maybe and waiting for files into the main system or into separate folders.ĭecide what parts of the system need to be mobile. (I use LibreOffice, Scrivener, PDF and AeonTimeline as my main file types.)ĭefine a very flat filing system that mimics a flat paper system. (Most of my date specific items start with a filename of YYYY-MM-DD_.) Standardize how you will use dates if any and what formats keeping in mind how computers sort things. (no spaces in file names for example so I could switch to UNIX if necessary.)ĭefine the naming system so that looking at a name will get you most of the way to knowing what's inside the folder or the file.

So I do my digital filing almost entirely on my own machines.ĭefine a clear naming scheme that is platform independent in case you switch operating systems. Not just for security but because I live in a rural area which does not always have Internet access. There are a number of long posts by me on this subject around on the forum.
