foldericonFile Management: Windows

File Management Structure

triangleIntroduction
triangleWhy Manage Files?
triangleWhat is File Management?

triangleFile Management Structure
triangleHierarchical Structure
triangleFolders (Directories) and Files
triangleFile Types and Extensions
triangleMethods for Categorizing Data

triangleOrganizing Files and Folders
triangleWindows Explorer v. My Computer
triangleViewing Folders
triangleCreating New Folders
triangleArranging Files in Folders
triangleDeleting Files and Folders Safely

triangleFinding (Searching for) Files

triangleSaving and Protecting Your Data
triangleStorage Locations
triangleOptions & Guidelines for Saving Data
triangleSecurity
triangleBacking Up Files and Folders

triangleCompressing and Transferring Files
triangleHome Directory Service
triangleCompressing and Zipping Files
triangleFTP

triangleAppendix
triangleBest Practices for File Management
triangleNon-DCI Software Migration
triangleFile and Folder Sizes
triangleSetting Permissions for Shared Files

trianglePrintable Tutorial: Windows FM (pdf)




Hierarchical Structure

A hierarchical file system is one that uses directories to organize files into a tree structure. File management makes good sense once you realize the hierarchical structure of the Windows environment. The uppermost level of file structure is the Desktop. Branching off from the Desktop are whatever folders or files you see displayed on the Desktop screen. Each of these folders may contain additional folders or files. The following examples show how folders branch out--such structure is sometimes referred to as an "inverted tree" or "waterfall." Similar to a family tree, the branches keep growing and growing the further away you are from the starting point, which in our examples is the Desktop.

Note: The following image is a highly simplified diagram. Your computer may have much more information than what you see here, and depending on the operating system, the structure may look different.

schematic view of windows hierarchy

Further Note: The My Documents folder may appear under C:\ or on the Desktop, or in both places, depending on your operating system and file configuration. In cases where My Documents appears in multiple locations, only one instance is the actual folder. The other instances are shortcuts, or links, to the original My Documents.

Return to Top of Page


Folders (Directories), and Files

The diagram above shows an example overview of the entire file structure on your computer. You are probably more familiar with the way file structure is displayed by your operating system. Windows Explorer or My Computer are convenient ways to display file structure on Windows machines.

Windows Explorer
windows explorer display

The screen capture above shows a root and many parent folders, also known as directories, with sub-directories (or sub-folders) and files expanding beneath them. In the example below, clicking the plus sign beside My Documents expands the files and additional sub-directories inside, or beneath, My Documents. Clicking the minus sign collapses the sub-directories and files.

windows explorer for my documents

Windows offers several different ways to view your files and folders. The Windows Explorer view above is the List view option, which shows files and folders in a simple alphabetical list. Select your preferred view option from the View menu. The list option is useful for managing files because you can see many folders and files at once.

View Option Definition
List Alphabetically lists files and folders, no detail
Large Icons Shows files and folders as large icons (similar to Desktop), no detail, no set order
Small Icons Shows files and folders as small icons, no detail, no set order
Details Alphabetically lists files and folders, with date, size, and file type

Return to Top of Page

File Types and Extensions

When managing files in Windows, it is helpful to know the type of each file, especially if you have files for the same project or with similar names that were created in different applications. Each application has its own file type or types (Dreamweaver, WordPerfect, SPSS, to name a few), indicated by a three- or four-letter file extension, such as .doc for a Microsoft Word document. These extensions are pre-defined by the supporting application. On some Windows installations, file extensions are hidden by default.

To show file extensions in Windows 98 and 2000:

  1. From the Desktop, double-click My Computer.
  2. Select Folder Options from the View menu.
  3. Select the View tab, then uncheck the box beside Hide file extensions for known file types.
  4. Click the Like Current Folder button to apply this setting to all of your folders, then click OK.

To show file extensions in Windows XP:

  1. From the Desktop, double-click My Computer.
  2. Select Folder Options from the Tools menu.
  3. Select the View tab, then uncheck the box beside Hide file extensions for known file types.
  4. Click the Apply to All Folders button to apply this setting to all of your folders, then click OK.

Common File Extensions
Extension
File Type
Application Required
.doc Microsoft Word Document View with Microsoft Word or Wordpad, create with MS Word
.exe Executable program (required to run applications, do not move or delete these files carelessly). various
.gif Graphical Interchange Format, most common Internet graphics format View with a Web browser such as Netscape or Internet Explorer, edit or create with a graphics editor such as Photoshop or Fireworks
.html or .htm Hypertext Markup Language, most common format for Web pages View with a Web browser, edit or create in UNIX or with a Web page editor such as Dreamweaver
.jpg or .jpeg Joint Photography Experts Group, common Internet graphics format for photographs and other complex images View with a Web browser, edit or create with a graphics editor such as Photoshop or Fireworks
.mdb or .mde Microsoft Access Database View or create with Microsoft Access
.pdf Adobe Acrobat Portable Document Format, common format for downloadable Internet documents View with Acrobat Reader (usually installed with Netscape), create with Acrobat Distiller
.ppt Microsoft PowerPoint Presentation View or create with Microsoft PowerPoint
.sps, .spo, and .sav Statistical data files View or create with SPSS
.txt Text file View with Notepad, MS Word, or other word processor
.xls Microsoft Excel Worksheet View or create with Microsoft Excel
.zip common Windows compression format, often used to compress .exe or other large files for transfer Extract or create with Winzip

Note that some applications are able to create files with several different file extensions.
Additional note : There are many other file extensions such as .com, .dll, .mp3. .mpeg, .tif/.tiff, .vsd, etc. that are not included in the table above. These file types, while not very common, may be of relevance to you. For a definition of other file extensions, see http://www.file-ext.com.

Return to Top of Page


Methods for Categorizing Data

Now that you know what types of files you might have, it is time to think about the best way to organize them so that you can:

  • locate important files quickly
  • keep related documents or files together
  • more easily move groups of data, rather than having to search for individual files, when you move to a new computer
  • facilitate sharing of appropriate files and protection of non-public files
  • more easily and quickly back up important data

Your files might look something like the diagram below right now, especially if you have usually accepted the default location in most applications for saving files. If not, My Documents might be found under the root folder C:\, under Desktop, under Profiles (Windows 2000), or under Documents and Settings (Windows XP) depending on the Windows operating system you are using.

before active file management

 

There are two main approaches to organizing data files. The first is program- or application-based organization, which organizes files by their file extension type. An example of this approach is diagrammed below:

after application based file management

 

The second approach is project-based organization, in which you organize files by your work projects. In this approach, files of many extension types are grouped in a single folder. Files are organized by the contents of their data, rather than by the data type. An example of this approach is diagrammed below:

after project based file management

The project-based approach works well for most people, since it is easier to relate files and folders by their content rather than by the method used to create them. Take some time to think about the projects you do in your job, and how you could sort your existing and new data files into categories that match those projects. Use the worksheet that accompanies this class to come up with an ideal project-based structure for your files and folders.

Return to Top of Page | Continue to Organizing Files and Folders

 

 
DCS Home
 
For questions or assistance with file management standards or
to request a workshop on this topic for your department, send e-mail to
dept-support@virginia.edu.