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File Management Overview

On This Page
File Management
Continuing a Project
Digital Imaging and Scanning
Hyperlinking

An important background skill to posses when creating digital portfolios is being able to organize and manage files. What follows is a step-by-step process, beginning with downloading a template format, for managing the many files that support a digital portfolio. Two general principles apply to file management: (1) the location of files in relation to their folder(s) is set and cannot be changed; (2) before new objects, e.g., images, are placed on a page or new files are linked to, they must be placed in the storage folder.

After Downloading a Template Format:

  • On the desktop, ‘unzip’ the newly downloaded folder by right-clicking on folder icon and selecting "Extract All..."
    • Follow steps described in Wizard window
    • Two folders should appear on your desktop, one with a zipper and another without
  • Rename the folder without the zipper, 'your last name_portfolio', e.g., ‘smith_portfolio’
  • You can now delete the folder not named 'smith_portfolio'
  • Start the necessary software program, either Microsoft Word or an HTML editor
  • Use the File menu to navigate to your folder on the desktop and select the file you want to open, e.g., 'index.html'

During the Session:

  • Save (not Save As) at least every 5 minutes

End of the Session:

  • Save (not Save As) your file
  • File > Exit/Quit the software program
  • Insert your USB Flash drive or other storage device
  • Drag the FOLDER, not just individual files, from the desktop to your USB Flash drive or other storage device folder
  • Drag your original folder located on the desktop to the trash/recycle bin or to the My Documents folder on the computer (This will ensure that the most recent portfolio is at the very least on your storage device)


Editing a Continuing Project:

Beginning of the Session:

  • Insert your USB Flash drive or other storage device
  • Drag your FOLDER from the USB Flash drive or other storage device to the desktop
  • Eject your USB Flash drive or other storage device (This is to ensure that you are working on the folder off of the Desktop and not your storage device)
  • Start the software program used for the current project
  • Use the File menu to Open your project
  • In the resulting window, navigate to your folder on the desktop and select the file you want to open

During the Session:

  • Save (not Save As) at least every 5 minutes

End of the Session:

  • Save (not Save As) your file
  • File > Exit/Quit the software program
  • Insert your USB Flash drive or other storage device
  • Drag the FOLDER, not just individual files, from the desktop to your USB Flash drive or other storage device folder
  • Drag your original folder located on the desktop to the trash/recycle bin or to the My Documents folder on the computer (This will ensure that the most recent portfolio is at the very least on your storage device)


Digital Imaging and Scanning

After artifacts have been collected, if not already digital, they need to be put into formats that will display well in a digital portfolio. The recommended formats include (.pdf) (.jpg) (.gif). There are numerous ways of transforming a previously non-digital artifact into one these file formats. The linked handout describes background information that may be helpful in transforming artifacts.

  • Digital Imaging and Scanning Handout ()


Creating Hyperlinks in Microsoft Word

IMPORTANT: All linking must be preceded by dragging or placing files into storage folder.

Linking to a File:

  • Enter text that will serve as link, e.g., 'Lesson Plan (.pdf)'
  • Highlight text
  • Go to the Insert menu
  • Select Hyperlink
  • In the left column select Existing Webpage or File
  • Navigate to portfolio folder
  • Select the desired file within storage folder
  • Select OK

Linking to a Webpage:

  • Enter text that will serve as link, e.g., 'Classroom Website'
  • Highligh text
  • Go to the Insert menu
  • Select Hyperlink
  • In the left column select Existing Webpage or File
  • In the Address dialog type desired URL address, including http://, or Copy and Paste URL address from web browser


Copyright © 2006 Digital Portfolios Made Easy
A For-Itself Production
Last Updated: November 5, 2006