Saturday, October 14, 2006

One Approach To Version Numbers

Make the whole numbers the "official releases": the ones that are good enough for official-type people (in the case of my thesis, my advisor or my thesis committee members) to read. Or, if it's a sofware package you're working on, to try out. The decimals in between, associate with preplanned milestones. So for example, here are some actual version numbers I planned out for my thesis
(after version 1, which my advisor Niko and others read):
Draft 1.4 First pass, incorporating the major points of comment
1.5 textually complete, but without all the final checks on the
text, and not the refs. Incorporates Niko, Jim & Anna's comments.
1.8 Formatted according to apa and everything, but has not had a final
readthrough by me for spelling etc
1.9 Try to get other people to proofread

And then version 2 went to my committee. Once a copy of the file you're
working on has met the milestone criteria, save it with the filename of
the next version along, so "Thesis draft 1p5" is the file for draft 1.5
*in progress*. For supersmall changes, fixes etc that are not planned,
you could maybe use the next decimal: 1.9.1 has a disastrous typo fixed,
etc.

Then, and this is important, you save that list of the version numbers and
what they mean, either on your computer or in your paper filing system.

Two points:
This is mostly for handling linear versioning for one person, not those
complicated cases where you want to branch off in two different
directions. So you can go back to earlier versions, but you can't work on
two alternate versions in parallel. We had extremely complex commercial
software packages at Amazon.com just to handle those kind of cases -
especially the difficulty of putting two alternate versions back together.

And if you just need linear versioning, Word now has a feature that can
let you save all those versions into a single file. Go to File ->
versions... and you can see how it works. For that there would probably be
no point to having version numbers. But I'm not sure if I entirely trust
that file format.

The Zillion Folder Filing System

"I bought a donut and they gave me a receipt for the donut... I can't imagine a scenario in which I would need to prove that I bought a donut. "Listen, skeptical friend, don’t even act like I didn't buy a donut, I've got the documentation right here. Oh wait, it's back home in the file... under 'D', for donut."
- Mitch Hedberg

(you might want to peek at the Prelude to the Zillion Folder Filing System for some accompanying illustrations)

It doesn't sound like it would work - but I've been using it for 8 months, and so far, it totally does. And having a filing system that really works, that you actually *use*, makes an incredible difference. Imagine never losing a scrap of paper, very important or not so important, lists, plans, instructions, previous work. Imagine being able to instantly pull up every single piece of paper associated with a particular project and have it on your lap.

I think what inhibited me in developing an organizational system was the feeling that I should have a clever, detailed hierarchy set up that would anticipate my every need. What are the major divisions of your life? Now how can you subdivide those? You could spend a lot of time trying to figure that out. Then a piece of paper comes along that doesn't fit into one of the categories, so you don't file it, or stick it somewhere it doesn't really belong, and bingo, your system is broken, like most people's.

So this is one that actually works for me. I got it from Getting Things Done by David Allen, and have named it the Zillion Folder Filing System. There's no point in repeating it all, so I'll just give the skeleton and my experiencce with it. What you absolutely need to make it work:

* A filing cabinet with drawers that slide open and closed smoothly, even when heavily loaded
* The metal thingy that goes in those drawers to help file folders stand up. Sometimes found at the very back. (mine was in pieces, so it was a great victory when I figured out how all the spring and all the bits of metal went together)
* A zillion ordinary manila folders (in practice I think I bought 200 - the point is that they should feel very plentiful)
* A labeller, and at least one extra roll of tape for it. (I bought a Dymo Letra Tag, about $30, and it's worked great for me)

How to do it:
1. Place all of these items within sitting-down, arms reach of your desk
2. When you have a piece of paper you want to save for future reference, put it into an existing folder, or grab a manila folder and make a label for it.
3. Stick that folder into the drawer in *alphabetical order*

That's basically all there is to it. Occasionally there might be a topic that really demands subfolders. In that case, just put the heading then a dash then the subheading. Like for my teaching assistanceship, I have "Psyc 380 - Handouts" and "Psyc 380 - Marking". You should feel totally ok with putting a single piece of paper in its own folder. Definitely every distinct project you start should have its own folder.

So you probably have lots of objections coming to mind. This is an extremely *dumb* system. But that's why it works: by not having to deal with a fancy system when you want to file something, you actually *use* it. (plus using the labeller is *fun* - I wouldn't even bother trying this out without buying a labeller) There have been cases where I couldn't remember what the name of the project was that I filed it under, but those are surprisingly rare. Generally I can go directly to the one I need. The alphabetical system means that you can usually aim for the right spatial location. It also happens once in a while that I make a folder where one already exists, but that's not too big of a deal either.

You still might feel like it will be overwhelming. To give you an idea about how it scales up, I have at least 150 folders in my drawer at the moment, almost all being the top level of a hierarchy. The whole system is about a foot and a half in thickness. Sometimes I have to adjust the slidy thing if they get too tight, but in general I can pull folders out and drop them in with ease, as well as sticking in pieces of paper and flipping the titles to find one.

Some examples of folders I have in my office reference system:
* Business cards
* Passport (this just contains my passport!)
* School admin (eg registration forms)
* Taxes 2006 (every time I got a piece of paper for my taxes, I stuck it in here. This year I finished my taxes 3 days early - instead of 2 months late like last year)
* Thesis (at least 20 subfolders under this heading, such as "Draft 2" "Planning", "Results", etc)
* Medical receipts
* Advisor meeting notes

I was so inspired by how well this worked that I adopted Zillion Folder Filing in lots of other places. I have another paper one at home, in one of those standup plastic frames which used to hold my ineffective six hanging files. It includes categories like Gift Certificates, Warranties, Menus, Manuals, Landlord and Poems. I use the system for my email - navigating a zillion folders is even faster and makes more sense in an electronic system. I have 81 email folders, and it's absolutely no problem. I use it on my harddrive at home (55 folders) and at work, and to organize all my internet bookmarks. Sometimes in an electronic context it makes more sense to organize things into subfolders. But I generally do this just when the folders for some area are getting very numerous. It just makes it less easy and fun to file something if you have to dig around in an elaborate hierarchy for where it belongs, and that means you won't file.

Again it's hard to overstate the impact consistent filing has had on how I work. To pick just one aspect, if I scrawl some plans or a diagram of something for a project, on the back of an envelope say, it's still amazing to me that I'm able to instantly retrieve it two months later, when I've nearly forgotten it existed - and start from *there* rather than from scratch again. Gradually I'm coming to trust my filing system, and I'm only beginning to see the power of that.

As a final note, Zillion Folder Filing might be helpful on its own, but it is made to work with two other David Allen concepts which I live by and plan to post about: having an In box, and doing a weekly review. If you try it, first of all post a comment, and second if it works, you should probably buy the David Allen book for all the other good stuff in there.

No I don't have a file for "Donut" - but I do know just where it would go.