The next Best of Elizabeth Shown Mills series webinar is on Friday (a members-only event). Learn more here. Become a member here.
The next Best of Elizabeth Shown Mills series webinar is on Friday (a members-only event). Learn more here. Become a member here.
Organization: Create a Finding Aid to Locate Your Records
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Help needed with the Karen Directory Printer, please!
I loved the webinar… got all motivated to organize, but seem to be at a stumbling block with the Karen app!
I file my stuff on OneDrive. It is not on my C: drive.
For the life of me, I cannot figure out how/why/where to get the Karen app to point to anything on OneDrive!
It will only show folders/files located on the actual hard drive, it appears.
..
Am I missing something obvious here? Looking forward to any help you all can provide! Thank you!
Have you tried this approach: https://answers.microsoft.com/en-us/msoffice/forum/all/onedrive-file-listing/d65fbb37-1c6b-4d94-b9be-53a8a791cba5
This is brilliant. I love Excel. It’s so versatile – I even created a quilt design on it once upon a time. I’m going to start my finding aid as soon as I post this.
I’ve been able to split apart file path names, but this shouldn’t be too much extra work when doing a folder at a time. Use Windows File Explorer and select the folder, subfolder, or file you want. The Copy Path (in the Clipboard section of the Home tab) can then be used. Paste that into an Excel worksheet. Go to the Excel Data tab, and under Data Tools section, select Text to Columns which brings up a Wizard. Choose Delimited as the Data Type in the first step, then choose Other as the delimiter & enter a backslash next to that. Each segment of the file path will end up in its own column. If needed, move all of the filenames to the same column, then copy/paste into the finding aid. Directions may be slightly different in other versions of Excel/similar products.
How do you keep track of which folders you’ve worked on?
This was fantastic! Thank you for your presentation. You answered several questions I have had about using Excel spreadsheets, and creating a “Finding Aid” will be so helpful.
Thank you, Peg.
You can create a text file of a directory contents in Windows 10. It is old school, but it works. Open a Command Prompt, navigate to the directory of interest using the cd (Change Directory) command, then perform a dir (directory command) with the following syntax:
dir *.* /b > FindingAide.txt
This will list all the files in that directory by name only and create the text file named FindingAide.txt in that directory. If you want you can add a /s after the /b and the command will then include all subdirectories under that directory.
dir *.* /b /s > FindingAide.txt
Also if you enter dir /? The available syntax options for the dir command.
Thanks for sharing this John. I’m not sure I ever would have figured that out. Teri
Where do you put the title of the Book in the Citation column?
I write a normal citation in that column, so I would put Author, Title (publication place: publisher, date), page number. When I name the file I put the title in single ‘quotation’ marks.
Teri
Thanks for much for the ‘print’ file list ap. I have missed this tool since DOS was retired.
I always found it useful to retire/delete old and redundant data.
Excellent and helps me figure out what I need to learn in Excel. I’m always diffident at sorting because I’m nervous at upending all the columns and never getting them back to normal!! Thanks so much for your very careful webinar, and your handout as well. I’m at the one tiny step at a time stage with spreadsheets. 🙂
I’ve found that copying a worksheet (which duplicates it) lets me practice my sorting without the risk of upending the columns in the original worksheet. Once I know I’ve got everything down the way I want it, I sort on the original worksheet. The key is to select all of the cells in the rows/columns before sorting.
I enjoyed your TON of ideas, I like your spreadsheet format even though I am a 84 year old junior at spreadsheets, I hope to learn some or all of your ideas ONE SPOON at a time.
Thanks Teri
We’ve all been juniors at some point, Ed. I think the beauty of this is that it is an easy one to get started in a spreadsheet. Start with the folder with the least number of documents and play around with it. You’ll get the hang of it in no time.