Showing posts with label filing systems. Show all posts
Showing posts with label filing systems. Show all posts

Monday, October 24, 2016

Photos of my desk

On the right- my daily planner book, my librarian notebook and manuals for my library circ programs. My basket is used to put important files and papers.That is my "To Do File"

Right hand side- my weekly files with projects I am working on, also meeting files, budget files, and  files used daily or weekly!

The whole thing - How I leave it almost every night!

Monday, October 17, 2016

For Librarians- my office desk

    On my desk there is are two file sorters because I do not have a file cabinet on my desk. These are  items use on a daily and weekly basis. Every thing else is in my file cabinet or will be in my file cabinet when I get my filing supplies.

    In the front of one file sorter I have my to do file.In that there are items that I need to work on . I also have a to file folder, and also a to read file which is full of items to read.
   Then I have several folders of  things I am working on . I really like to focus on one project at a time- I feel that is the best way to get tasks accomplished.  But there are a few things ( like my monthly report and my monthly newsletter that I work on a little at a time , staring in the middle of the month).

 So for right now  I have a book club folder- my first meeting was last week and I have two more this week. After that I will move that folder until I need it.  It  have a folder  with my budget work in it - because that is something that I will use until my money is spent.

 In another stack sorter, I have my plan book, my " important papers" note book and also printed manuals about my circ system and other items that I refer to on a daily basis.

  This keeps my desk clean and organized.  I know where everything is and I can pullout what I need when need itl

Thursday, January 29, 2015

Setting up your file cabinet

    Take some time to set up your filling cabinet so that materials are easy to locate when you need them.  If you are just beginning   to set up your file cabinet, here are a few ideas to have it go smoothly and be easy to use.

  First of all, arrange all your files in alphabetical order. It is a great idea to keep a listing of the file folders that you have. ( see my ebook The Organized Librarian ) 

  If you are lucky , you might have more than one filing area,  I have  a small filing  cabinet in my desk drawer. This is where I keep items filed that I use on a daily basis.  I can pull them out easily and then file them away when I am done with them at the end of the morning or the end of the day.

 I also am lucky to have two other filing cabinets.  I have one in my closet . In this one I keep items that I use on a monthly basis.
The third one is in our storage area.   The files I keep in here are more historical in nature.   These are budget files or grant files that I must keep for 7 years  before discarding. 

  So when you are setting up your cabinet s, depending on the size, you will need a area that you will use on a daily/ weekly basis and also at least on drawer for your historical files.

Thursday, November 20, 2014

Better Desk Habits

  What should you do if your desk is an absolute mess? What should you do if there are piles and piles of papers, folders, magazines, and clippings all over?

  The easiest thing to do is to take everything and put it in a large box or container.  Then  take 15 to 20 minutes ( set a timer- see Using a kitchen timer  ) Take a pile from the top  and go through each piece. Refile each paper where it should go.   Have some a file folders and markers.

  If there is a current project you are working non , label a folder and put all related items into that folder.Anything you do not need , throw away or put in the recycling bin.

 Also have some files that can be marked : To do, To read, To file.

 Anything you need to save , label a folder and put the paper in it. Then file in your file cabinet.  Make sure you put them in alphabetical order. If you have files you are done  with , refile in the proper spot

  Do a 15 - 20 minute  session  until your bin is empty.
  Now devised a system, Establish a  place marked  TO FILE.  Never let your piles  get out of hand again. Each day  spend  some time refiling  so your desk is clean!

Desk Organization- Part 2

Tuesday, November 4, 2014

Good Work Habits at your Desk!

     Hopefully your desk is now ready to go. It is cleared of files ( See The Organized Librarian book- tab up at top for more on  files and filing)  But if not, and you have piles and piles of papers, here is what to do.

  The  key is to NOT let paper and piles keep multiplying!!  Process each paper as it comes  on to your desk.  If you do have papers and piles , grab a pile and go through it.  If you already have files in your drawers or file cabinet, then refile each paper in the correct file.  Do this with each  pile. ( Take 15 - 30 minutes at a time until your desk is clear of piles)

  Now establish a place where  you will place items to be filed/ refiled.  Establish also an area ( I use a standing file holder on the counter next to my desk- it could also be on my desk - and this is for current projects I am working on) Everything else is filed in my desk door ( files I use on a regular basis or in my file cabinet- where I put files that I use once a month)
   Also have a couple of folders( one marked to do, to read, )

  Each day you can pull out the files that you are working on . Then before lunch or before  the end of the day, always take a few moments to file materials where they belong!

Thursday, September 19, 2013

File Cabinets- taking Charge, taking control


It's  another week at work on organizing the library office ( if you have one)  or your main desk if your workspace is right at the circulation desk.  I am always working and refining on my files and file cabinets to make them more efficient.
   Now that does not mean that I am constantly working on my files and cabinets. It means that almost every week, I spend some time organizing, deleting, and compressing my files. It may be 10 or 15 per week  or  10 minutes per day.   It all depends on  what  kind of shape the files are in and also what other pressing tasks I need to complete that week.
   Do you have duplicate files? I found that in one draw alone I had several files in several places with the same name. Obviously I will take each one and see what is in each one , consolidate and then eliminate.

    Why am I doing this? Well for one reason , it makes things easier to find. Second
reason, I like orderly files. When I need something I don't want to spend extra minutes tracking down two files.  Check out my book The Organized Librarian    ( see pages tab Books for sale) for more tips  on keeping files updated and organized.

Friday, April 12, 2013

Organzing your Library office - Part 3


                      Organizing your office to be more efficient can likely mean polishing up your filing system.     Providing  you have an in basket , you can begin . 
                            As you go through your basket ,determine what file it should go into. Give your files  names that will be  easy to recall  .   I made a listing of my file folders  and what is in each file  drawer so that I do not have doubles  in my cabinets (  see The Organized Librarian book).   Another  good idea would be to make a file index to go in the front of each file cabinet or drawer. This will help  you locate files you need quickly .
                     You may also want to figure out how long you will keep files. If they are dated , then you can easily  look at the items and determine if new material has been inserted and if the old can be thrown. If you do this on a regular bases then  your files will be current ( and not overloaded with outdated materials)
                      Take time each day or week depending on your schedule to go through your in basket.   I have three files into which I mark  :  To Do, To File, Catalogs.
                     I only keep catalogs that I know will be useful or that I will order from. These are kept in a separate file drawer marked by letters. When I file a new one , I throw the old one out unless I have marked some items/ titles for purchase.

                     I also have historical files that I keep for referencnce. These would be budgets from years past, book requests from staff,  old policy's, handbooks,  old curriculum, and other items that I do not use , but like to keep to refer  to if needed.