Ask a Librarian: File management

old files in leather bindings on a shelf

A funny thing happened on the way to this blog post.

From a local librarian:I get to take over the duties of someone very beloved by patrons who recently left us and this includes computer help. I’m trying to create a repository of ‘self-help’ documents both for staff who often need it and for patrons to take home with them when we do something like set up an email address and they need the steps repeated. I’d rather not reinvent the wheel… it occurred to me that maybe you already have some that you can share? If not, can you provide me some pointers on what to include?

I’m also charged with cleaning up the staff file system on our server and coming up with good practices for file naming, document organization, and teaching our staff how to do it…. I’m hoping you know of some examples of local libraries with excellent file management in place or a set of best practices somewhere so I can give more models of what I’m trying to fix. Where might I find something like this?

Those sound like challenging tasks. I am happy to help as I can. Some of it is really going to be moving people to a “digital readiness” place where they feel deputized to do some of this themselves and that is challenging and needs to be as much an emotional task as a physical one. Lots of positive “you can do it” feedback and lots of “ok let’s try this again….” sorts of stuff, patience, etc. Trying to view improvement as improvement, even if it’s ever-so-slight as opposed to “Man, this is just a MESS.” I know I’m not telling you things you don’t know, but I have found that if I reframe some of the “work” as just being supportive and patient, I can feel better about what I do manage to get done. Continue reading “Ask a Librarian: File management”

On Organization and Me

I’m one of those librarians who is organized. I’m sure there are many who aren’t. I also work in a lot of different places, so it’s useful for me to have a “go bag” that I can just grab and I’l know it has the things I need in it. This is what is in my bag. Also, while I’m talking about me, I should note that I’ve updated the About Page and the FAQ to this site somewhat. If you see anything major I’m missing in the FAQ please let me know.