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How to: Manage Digital Records

Create a Hierarchical Structure

Once you have a file naming schema, the next step is to create a hierarchical folder structure.  This structure should organize data in a top-to-bottom structure using folders and subfolders. The top levels should be broad and become more defined as it subdivides. 

Example:

Be mindful of how many sub-folders you use in a particular hierarchy. While they are needed for the overall structure, it is best to keep the structure somewhat flat to avoid burying files.  An heirarchical folder structure is meant to locate files quickly and complicated structures will make this more difficult. 

Where Should Files Be Saved?

It's likely your department, division or organizaiton has a specific policy or practice regarding where digital records should be stored  Additionally, ITS has policies and guidelines for data classification, storage and destruction. It is imperative records with protected or sensitive data are maintained and stored per college policy.

It is NOT recommended to store your files on your computer's desktop or hard drive. If your computer fails, it may be extremely difficult to recover these files. For digital files pertaining to the College, it is recommended to use Google Drive connected to your Holy Cross email.