Continuing my saga for my [New Laptop], I have gotten all my programs operational, and now it is a good time to re-evaluate how I organize my data. You can read my previous posts on this series: [Day 1], [Day 2], [Day 3].

I started my career at IBM developing mainframe software. The naming convention was simple, you had 44 character dataset names (DSN), which can be divided into qualifiers separated by periods. Each qualifier could be up to 8 characters long. The first qualifier was called the "high level qualifier" (HLQ) and the last one was the "low level qualifier" (LLQ). Standard naming conventions helped with ownership and security (RACF), catalog management, policy-based management (DFSMS), and data format identification. For example:

• PROD.PAYROLL.JCL
• TEST.PAYROLL.JCL
• U.PEARSON.TEST.JCL

In the first case, we see that the HLQ is "PROD" for production, the application is PAYROLL and this file holds job control language (JCL). The LLQ often identified the file type. The second can be a version for testing a newer version of this application. The third represents user data, in which case my userid PEARSON would have my own written TEST JCL. I have seen successful naming conventions with 3, 4, 5 and even 6 qualifiers. The full dataset name remains the same, even if it is moved from one disk to another, or migrated to tape.

(We had to help one client who had all their files with single qualifier names, no more than 8 characters long, all in the Master Catalog (root directory). They wanted to implement RACF and DFSMS, and needed help converting all of their file names and related JCL to a 4-qualifer naming convention. It took seven months to make this transformation, but the client was quite pleased with the end result.)

While the mainframe has a restrictive approach to naming files, the operating systems on personal computers provide practically unlimited choices. File systems like NTFS or EXT3 support filenames as long as 254 characters, and pathnames up to 32,000 characters. The problem is that when you move a file from one disk to another, or even from one directory structure to another, the pathname will change. If you rely on the pathname to provide critical information about the meaning or purpose of a file, that could get lost when moving the files around.

I found several websites that offered organization advice. On The Happiness Project blog, Gretchen Rubin [busts 11 myths] about organization. On Zenhabits blog, Leo Babauta offers [18 De-cluttering tips]. Peter Walsh's [Tip No. 185] suggests using nouns to describe each folder. Granted these are about physical objects in your home or office, but some of the concepts can apply to digital objects on your disk drive.

Other websites were specific to organizing digital files on your personal computer. On her Lifehacker blog, Gina Trapani shows her approach to [Organizing "My Documents"]. Chanel Wood offers her [How to organize your computer and still remember where you put everything], based on a simple alphabetic system. Microsoft offers [9 tips to organize files better]. Most of the advice was common sense, but this one, from Peter Walsh's [Tip No. 190], I found amusing:

"Use the computer’s sorting function. Put “AAA” (or a space) in front of the names of the most-used folders and “ZZZ” (or a bullet) in front of the least-used ones, so the former float to the top of an alphabetical list and the latter go to the bottom."

Personally, I hate spaces anywhere in directory and file names, and the thought of putting a space at the front of one to make it float to the top is even worse. Rather than resorting to naming folders with AAA or ZZZ, why not just limit the total number of files or directories so they are all visible on the screen. I often sort by date to access my most frequently-accessed or most-recently-updated files.

Of all the suggestions I found, Peter Walsh's "Use Nouns" seemed to be the most useful. Wikipedia has a fascinating article on [Biological Classification]. Certainly, if all living things can be put into classifications with only seven levels, we should not need more than seven levels of file system directory structure either! So, this is how I decided to organize my files on my new Thinkad T410:

C: Drive

Windows XP operating system programs and applications. I have structured this so that if I had to replace my hard disk entirely while traveling, I could get a new drive and restore just the operating system on this drive, and a few critical data files needed for the trip. I could then do a full recovery when I was back in the office. If I was hit with a virus that prevented Windows from booting up, I could re-install the Windows (or Linux) operating system without affecting any of my data.

D: Drive

This will be for my most active data, files and databases. I have the Windows "My Documents" point to D:\Documents directory. Under Archives, I will keep files for events that have completed, projects that have finished, and presentations I used that year. If I ever run out of space on my disk drive, I would delete or move off these archives first. I have a single folder for all Downloads, which I can then move to a more appropriate folder after I decide where to put them. My Office folder holds administrative items, like org charts, procedures, and so on.

As a consultant, many of my files relate to Events, these could be Briefings, Conferences, Meetings or Workshops. These are usually one to five days in duration, so I can hold here background materials for the clients involved, agendas, my notes on what transpired, and so on. I keep my Presentations separately, organized by topic. I also am involved with Projects that might span several months or ongoing tasks and assignments. I also keep my Resources separately, these could be templates, training materials, marketing research, whitepapers, and analyst reports.

A few folders I keep outside of this structure on the D: drive. [Evernote] is an application that provides "folksonomy" tagging. This is great in that I can access it from my phone, my laptop, or my desktop at home. Install-files are all those ZIP and EXE files to install applications after a fresh Windows install. If I ever had to wipe clean my C: drive and re-install Windows, I would then have this folder on D: drive to upgrade my system. Finally, I keep my Lotus Notes database directory on my D: drive. Since these are databases (NSF) files accessed directly by Lotus Notes, I saw no reason to put them under the D:\Documents directory structure.

• Documents
  • Archives
    • 2006
    • 2007
    • 2008
    • 2009
  • Downloads
  • Events
    • Briefings
    • Conferences
    • Meetings
    • Workshops
  • Office
  • Presentations
  • Projects
  • Resources
• Evernote
• Install-Files
• Notes
  • Data

E: Drive

This will be for my multimedia files. These don't change often, are mostly read-only, and could be restored quickly as needed.

• Audio
• Images
• Video

I'll give this new re-organization a try. Since I have to take a fresh backup to Tivoli Storage Manager anyways, now is the best time to re-organize the directory structure and update my dsm.opt options file.

technorati tags: , mainframe, DFSMS, HLQ, LLQ, DSN, naming convention, RACF, JCL, file system, de-clutter, organization, Peter Walsh, Windows, Linux, TSM

Tags:  naming+convention tsm llq organization linux hlq mainframe windows dfsms racf file+system peter+walsh jcl dsn de-clutter