Filing Vocabulary Filing Made Easy Rules 1-5
Filing Segment Refers to the whole name that something is filed under Jackie Earle Haley Charlotte Gilman Perkins Charlie T. Parker
Filing Unit Pieces of a Filing Segment Personal Name Filing Rules are organized in the following unit order:  Last Name (Surname) First Name (Given Name) Middle Name or Initial Remove all punctuation or spaces in a single unit, and squeeze characters together.
Step 1 - Organizing Units Indexing & Coding  is the process of marking the text in  Unit Order Filing  Unit Order : Last Name First Name Middle Name 2  3  1 Jackie / Earle / Haley 2  3  1 Charlotte / Gilman / Perkins 2  3  1   Charlie / T / Parker
Step 1 - Organizing Units  (cont.)   2  3  1 Jackie / Earle / Haley 2  3  1 Charlotte / Gilman / Perkins 2  1   Charlie / Parker Unit 1 Unit 2 Unit 3 Haley  Jackie  Earle Perkins  Charlotte  Gilman Parker  Charlie  T
More Examples of Filing Units Susan Saint John   Mary-Jo Fuller   J. Edgar Hoover   Sally Sander-Day   Barney O’Shea   2  1 Susan  / SaintJohn 2  1 MaryJo / Fuller 2  3  1 J / Edgar / Hoover 2  1 Sally / SanderDay 2  1 Barney / OShea
More Examples  (cont.) 2  1 Susan  / SaintJohn 2  1 MaryJo / Fuller 2  3  1 J / Edgar / Hoover 2  1 Sally / SanderDay 2  1 Barney / OShea Unit 1 Unit 2 Unit 3 SaintJohn  Susan Fuller  MaryJo  Hoover  J  Edgar SanderDay  Sally OShea  Barney
Filing by Item Items  are individual characters of a Filing  Unit May be letters or numbers Alphabetized left to right, one character  at a time
Step 2 - Organizing by Item Order of Alphabetizing  by  Item *: Nothing before something Words (all others) *More rules to come! Unit 1 Unit 2 Unit 3 H aley  Jackie  Earle Pe rkins  Charlotte  Gilman Pa rker  Charlie  T Unit 1 Unit 2 Unit 3 H aley  Jackie  Earle P a rker  Charlie  T P e rkins  Charlotte  Gilman
More Examples of Filing by Item Unit 1 Unit 2 Unit 3 Sai ntJohn  Susan F uller  MaryJo  H oover  J  Edgar San derDay  Sally O Shea  Barney Unit 1 Unit 2 Unit 3 F uller  MaryJo  H oover  J  Edgar O Shea  Barney  Sa i ntJohn  Susan Sa n derDay  Sally
Sorting for Alphabetizing Rough Sort Group Coded Filing Segments together  by first letter, or  by a group of letters (A-G, H-R, S-Z) Fine Sort List Coded Filing Segments in alphabetic order Nothing before something Arabic Roman Words
Rough Sorting Unit 1 Unit 2 Unit 3 Johannes Bart Perkins Carl J Johannsen Karl Johanson Meryl Parks Chris Perkson Sally Johannes K Saul Unit 1 Unit 2 Unit 3 J ohannes Bart J ohannsen Karl J ohanson Meryl J ohannes K Saul P erkins Carl J P arks Chris P erkson Sally
Fine Sorting Unit 1 Unit 2 Unit 3 Johannes Bart Johannsen Karl Johanson Meryl Johannes K Saul Perkins Carl J Parks Chris Perkson Sally Unit 1 Unit 2 Unit 3 Johannes B art Johannes K Saul Johann s en Karl Johan s on Meryl P a rks Chris Perk i ns Carl J Perk s on Sally

Filing Vocabulary & Rules 1 5

  • 1.
    Filing Vocabulary FilingMade Easy Rules 1-5
  • 2.
    Filing Segment Refersto the whole name that something is filed under Jackie Earle Haley Charlotte Gilman Perkins Charlie T. Parker
  • 3.
    Filing Unit Piecesof a Filing Segment Personal Name Filing Rules are organized in the following unit order: Last Name (Surname) First Name (Given Name) Middle Name or Initial Remove all punctuation or spaces in a single unit, and squeeze characters together.
  • 4.
    Step 1 -Organizing Units Indexing & Coding is the process of marking the text in Unit Order Filing Unit Order : Last Name First Name Middle Name 2 3 1 Jackie / Earle / Haley 2 3 1 Charlotte / Gilman / Perkins 2 3 1 Charlie / T / Parker
  • 5.
    Step 1 -Organizing Units (cont.) 2 3 1 Jackie / Earle / Haley 2 3 1 Charlotte / Gilman / Perkins 2 1 Charlie / Parker Unit 1 Unit 2 Unit 3 Haley Jackie Earle Perkins Charlotte Gilman Parker Charlie T
  • 6.
    More Examples ofFiling Units Susan Saint John  Mary-Jo Fuller  J. Edgar Hoover  Sally Sander-Day  Barney O’Shea  2 1 Susan / SaintJohn 2 1 MaryJo / Fuller 2 3 1 J / Edgar / Hoover 2 1 Sally / SanderDay 2 1 Barney / OShea
  • 7.
    More Examples (cont.) 2 1 Susan / SaintJohn 2 1 MaryJo / Fuller 2 3 1 J / Edgar / Hoover 2 1 Sally / SanderDay 2 1 Barney / OShea Unit 1 Unit 2 Unit 3 SaintJohn Susan Fuller MaryJo Hoover J Edgar SanderDay Sally OShea Barney
  • 8.
    Filing by ItemItems are individual characters of a Filing Unit May be letters or numbers Alphabetized left to right, one character at a time
  • 9.
    Step 2 -Organizing by Item Order of Alphabetizing by Item *: Nothing before something Words (all others) *More rules to come! Unit 1 Unit 2 Unit 3 H aley Jackie Earle Pe rkins Charlotte Gilman Pa rker Charlie T Unit 1 Unit 2 Unit 3 H aley Jackie Earle P a rker Charlie T P e rkins Charlotte Gilman
  • 10.
    More Examples ofFiling by Item Unit 1 Unit 2 Unit 3 Sai ntJohn Susan F uller MaryJo H oover J Edgar San derDay Sally O Shea Barney Unit 1 Unit 2 Unit 3 F uller MaryJo H oover J Edgar O Shea Barney Sa i ntJohn Susan Sa n derDay Sally
  • 11.
    Sorting for AlphabetizingRough Sort Group Coded Filing Segments together by first letter, or by a group of letters (A-G, H-R, S-Z) Fine Sort List Coded Filing Segments in alphabetic order Nothing before something Arabic Roman Words
  • 12.
    Rough Sorting Unit1 Unit 2 Unit 3 Johannes Bart Perkins Carl J Johannsen Karl Johanson Meryl Parks Chris Perkson Sally Johannes K Saul Unit 1 Unit 2 Unit 3 J ohannes Bart J ohannsen Karl J ohanson Meryl J ohannes K Saul P erkins Carl J P arks Chris P erkson Sally
  • 13.
    Fine Sorting Unit1 Unit 2 Unit 3 Johannes Bart Johannsen Karl Johanson Meryl Johannes K Saul Perkins Carl J Parks Chris Perkson Sally Unit 1 Unit 2 Unit 3 Johannes B art Johannes K Saul Johann s en Karl Johan s on Meryl P a rks Chris Perk i ns Carl J Perk s on Sally