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	<title>GigaOM &#187; Apple</title>
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		<title>Make Your Mac More Manageable With Tags</title>
		<link>http://gigaom.com/apple/make-your-mac-more-manageable-with-tags/</link>
		<comments>http://gigaom.com/apple/make-your-mac-more-manageable-with-tags/#comments</comments>
		<pubDate>Mon, 09 Feb 2009 21:30:48 +0000</pubDate>
		<dc:creator>Darrell Etherington</dc:creator>
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		<guid isPermaLink="false">http://theappleblog.com/?p=16810</guid>
		<description><![CDATA[Nowadays, we use tags pretty much everywhere we work and play online. Flickr, Facebook, Gmail, this blog (and any other blog), and on and on. It&#8217;s an easy, intuitive way to keep track of things, and an organizational strategy that transcends categories and other groupings, like [...]<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=gigaom.com&amp;blog=14960843&amp;post=172335&amp;subd=gigaom2&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
			<content:encoded><![CDATA[<p><img  title="picture-53" src="http://gigapple.files.wordpress.com/2009/02/picture-53.png?w=151&#038;h=137" alt="picture-53" width="151" height="137" class=" alignleft" /></p>
<p class="excerpt">Nowadays, we use tags pretty much everywhere we work and play online. Flickr, Facebook, Gmail, this blog (and any other blog), and on and on. It&#8217;s an easy, intuitive way to keep track of things, and an organizational strategy that transcends categories and other groupings, like date and subject matter. It&#8217;s such a great system, it only makes sense that someone would get the bright idea of applying the concept to your own computer and offline files as well.</p>
<p>This is just what <a href="http://gravityapps.com/tags/overview/" target="_self">Tags</a> (free trial, $29) from Gravity Apps is designed to do. With it, you can tag pretty much anything on your Mac, and then search for tagged items to quickly retrieve loads of associated files, regardless of where they&#8217;re kept, what type of file they are, when they were created, etc. Admittedly, it&#8217;s a feature that might not be needed if you maintain an obsessively well-organized folder structure, but for anyone outside of that lonely niche, it is a very useful little tool.<br />
<span id="more-172335"></span><br />
<img  title="picture-32" src="http://gigapple.files.wordpress.com/2009/02/picture-32.png?w=456&#038;h=225" alt="picture-32" width="456" height="225" class=" alignleft" /></p>
<p>Like <a href="http://theappleblog.com/quicksilver-the-guide/">Quicksilver</a>, the popular Mac launcher app, Tags works best as an always-on application that runs silently in the background, accessible via a keystroke, dock icon, or menu bar item. Pressing &#8220;Control + Space&#8221; (default, can be changed) at any time brings up the Tags window, which, as long as you&#8217;ve selected a taggable file (in Finder, Mail, iPhoto, or <a href="http://gravityapps.com/tags/supportedapps/" target="_self">others</a>) will allow you to type in a tag to associate with that item. If you&#8217;ve already tagged some other items, the app will auto-suggest tags as you type. You can also batch tag multiple items by selecting more than one and then opening the Tags window.</p>
<p><img  title="picture-23" src="http://gigapple.files.wordpress.com/2009/02/picture-23.png?w=456&#038;h=400" alt="picture-23" width="456" height="400" class=" alignleft" />Besides its basic tagging function, Tags has a lot to offer, and depending on your level of comfort, you can use it to supplement Finder so much that you&#8217;ll probably end up having little cause to ever click that poor little blue happy face ever again. Clicking in the upper right corner allows you to search your previously tagged items, reveal your results in Finder, and create smart folders based on your Tags to automatically group tagged files.</p>
<p><img  title="picture-42" src="http://gigapple.files.wordpress.com/2009/02/picture-42.png?w=590&#038;h=448" alt="picture-42" width="590" height="448" class=" alignleft" />From the Tag Manager, accessible via the Menu Bar, you can see all your existing tags, how many files are associated with each, and a list of all files under each tag. You can also remove and rename tags here, so that if you want to change a tag with, say, 50 files associated with it, you don&#8217;t have to alter each one individually.</p>
<p>Every aspect of the app&#8217;s design is consistent with the theme of kraft paper shipping or sales tags, complete with the reinforced hole for string. It&#8217;s a nice look, but personally I&#8217;d prefer a skin that integrated more naturally with Leopard&#8217;s overall look, especially since this is the type of app that&#8217;s meant to be used all the time seamlessly in concert with the operating system&#8217;s existing features. I&#8217;m also not a huge fan of how Tags stays on top of all other windows. I can see how it&#8217;s useful, but I&#8217;d appreciate an option to turn that off.</p>
<p>All in all, Tags is a great app for those who would like to keep their Mac more organized, but don&#8217;t have the desire or the patience to maintain a rigorously policed folder structure. Heck, even if you do have a pristine folder structure, Tags is designed to transcend that and offer you another way to sift through content, so its probably worth a look for the obsessively organized as well. Best of all, you can try out the 30-day trial first to see if it&#8217;s something you&#8217;ll actually use for more than a day.</p>
<p><strong>Related research and analysis from GigaOM Pro:</strong><br />Subscriber content. <a href="http://pro.gigaom.com/?utm_source=apple&utm_medium=editorial&utm_campaign=auto3&utm_term=172335+make-your-mac-more-manageable-with-tags&utm_content=etherin">Sign up for a free trial</a>.</p><ul><li><a href="http://pro.gigaom.com/2011/03/why-ipad-2-will-lead-consumers-into-the-post-pc-era/?utm_source=apple&utm_medium=editorial&utm_campaign=auto3&utm_term=172335+make-your-mac-more-manageable-with-tags&utm_content=etherin">Why iPad 2 Will Lead Consumers Into the Post-PC&nbsp;Era</a></li><li><a href="http://pro.gigaom.com/2011/03/the-near-term-evolution-of-social-commerce/?utm_source=apple&utm_medium=editorial&utm_campaign=auto3&utm_term=172335+make-your-mac-more-manageable-with-tags&utm_content=etherin">The Near-Term Evolution of Social&nbsp;Commerce</a></li><li><a href="http://pro.gigaom.com/2011/02/content-farms-the-players-the-benefits-the-risks/?utm_source=apple&utm_medium=editorial&utm_campaign=auto3&utm_term=172335+make-your-mac-more-manageable-with-tags&utm_content=etherin">Content Farms: The Players, The Benefits, The&nbsp;Risks</a></li></ul><img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=gigaom.com&amp;blog=14960843&amp;post=172335&amp;subd=gigaom2&amp;ref=&amp;feed=1" width="1" height="1" />]]></content:encoded>
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		<slash:comments>10</slash:comments>
	
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		<title>Metadata in OS X: Wrap Up</title>
		<link>http://gigaom.com/apple/metadata-in-os-x-wrap-up/</link>
		<comments>http://gigaom.com/apple/metadata-in-os-x-wrap-up/#comments</comments>
		<pubDate>Thu, 01 Mar 2007 18:52:21 +0000</pubDate>
		<dc:creator>Nick Santilli</dc:creator>
				<category><![CDATA[Startups]]></category>
		<category><![CDATA[Walkthroughs]]></category>
		<category><![CDATA[metadata]]></category>
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		<guid isPermaLink="false">http://theappleblog.com/2007/03/01/metadata-in-os-x-wrap-up/</guid>
		<description><![CDATA[I think we&#8217;ve covered a lot of ground in the past 4 weeks, talking about Metadata in OS X. While it&#8217;s clearly a large step in a new direction, attacking that new way of thinking can really pay dividends as you hone that system to your [...]<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=gigaom.com&amp;blog=14960843&amp;post=170636&amp;subd=gigaom2&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
			<content:encoded><![CDATA[<p>I think we&#8217;ve covered a lot of ground in the <a href="http://gigaom.com/apple/using-metadata-effectively-in-os-x/">past</a> <a href="http://gigaom.com/apple/2nd-metadata-post/">4 weeks</a>, <a href="http://gigaom.com/apple/the-metadata-screencast-part-three/#comment-102433">talking about</a> <a href="http://gigaom.com/apple/answering-metadata-screencast-questions/">Metadata in OS X</a>.  While it&#8217;s clearly a large step in a new direction, attacking that new way of thinking can really pay dividends as you hone that system to your own needs.  In this wrap-up post about Metadata, I&#8217;ll share some of the ideas I&#8217;m trying to work out, which may even take tagging to the next level of usefulness.</p>
<p>But before we dig into my dark and twisted mind, I wanted to address a question that has come up a couple times in the past weeks.  I&#8217;m excited to finally be able to share the details behind the robot icon in my menubar.  As some of you have surely guessed, it&#8217;s from BigRobotSoftware, who have in the past offered Meta, which is a somewhat enhanced Spotlight application.  Well as of today you can check out their newest offering, <a href="http://bigrobotsoftware.com/">TagBot</a>.  I&#8217;ll cover it in a little more detail soon, but here&#8217;s the quick and dirty:</p>
<p>Drag and drop files onto a window of tags (automatically prepended with the &#038;) for simple tagging of single or multiple files.  Double click the tags for an instant Spotlight search window.  Or better still, add tags to files (or search for similarly tagged files) via a right click contextual menu item.  It&#8217;s no frills and works really well.  It&#8217;s a handy little application on its own, but even moreso if you&#8217;re not a Quicksilver user, but want to easily tag your files.  The guys at BRS have let me test drive it for a while, and I highly recommend giving it a look.<br />
<span id="more-170636"></span></p>
<h3>The Future of Tagging</h3>
<p>So you&#8217;re getting into the habit of tagging your files and searching for them via Spotlight or Quicksilver.  Where do we take it from here?</p>
<p>I&#8217;m optimistic that Leopard will heavily integrate tagging into the operating system interfaces.  I have a hard time believing that the smart people at Apple would continue to overlook this most awesome feature.  Should they be releasing added functionality, I&#8217;d love to see the ability for programmers to hook into the metadata functions of the OS for more universal use of the tags.  For instance, it would be killer to have non-proprietary tagging available within iView Media Pro.  (I realize it&#8217;s Microsoft owned now, and not likely to happen, but you get the idea.)  Hopefully we&#8217;ll know more about Leopard soon!</p>
<p>But how can we take tagging to the next level <em>now</em>?  I&#8217;ve been tinkering with an idea for a while now, that I think would really make the use of tagging files absolutely blow up.  Picture this:</p>
<p>As you create files on your hard drive, tag them, and edit them, a Folder Action (or something of the like) is intently &#8216;watching&#8217; in the background.  A rule (based probably on some fancy Apple Scripting) would evaluate to determine if there were 5 or more files with a matching tag, that had been opened or modified in the past week.  Those files would then cause a Smart Folder to be generated on the Desktop, as they&#8217;re clearly files that are important in the here and now.  Should the date in which those files were last touched slip out of the last 5 day range, the Smart Folder disappears from the Desktop, assuming you&#8217;re no longer in need of them.</p>
<p>Basically, if I&#8217;m putting in the time to tag my files appropriately, I&#8217;d like the OS to do the rest of the thinking for me.  Show me what&#8217;s relevant to me <em>now</em> and leave the rest of the stuff where it&#8217;s at for whenever I decide to go &#8216;digging&#8217; for it.  I think that with some tricky Apple Script-fu, this could be a reality.  However I&#8217;m not currently the one to produce it.</p>
<h3>Possible Solutions</h3>
<p>But as I&#8217;ve tried different approaches to making a system like this a reality, I&#8217;ve exhausted Automator&#8217;s limits (or rather, my knowledge of Automator&#8217;s abilities).  But I think recently I&#8217;ve come up with a decent alternative.  It&#8217;s not the full system I&#8217;ve imagined, but a good compromise, should it pan out as I hope.</p>
<p><a href="http://www.noodlesoft.com/">Hazel</a> sort of acts as a Folder Action, but gives a lot more flexibility to the user (especially if they&#8217;re Apple Script challenged, such as I am).  There is still a little fore-though required, which means it&#8217;s not as automatic and dynamic as I&#8217;d like, but it may suffice for the time being&#8230;  But the setup &#8211; for use with Hazel &#8211; would go something like so:<br />
Create a Smart Folder looking for the Spotlight Comment &#038;now and save it to the Desktop.  Then create a rule for each tag that you plan to use frequently.  Each of those rules would additionally look for an opened/modified date of the past 5 days.</p>
<p>This would effectively put your recently important files of specific tags right at your fingertips on the desktop.  Of course you&#8217;d still need to remove the &#038;now tag from the file once it&#8217;s no longer immediately important, but it&#8217;s a step in the right direction.  I&#8217;m still playing with different rules in Hazel to see what may work the best.  But the ability to attach Apple and Shell Scripts to your Hazel rules is something that I really like, and hope to leverage moving forward along these lines.</p>
<p>If you&#8217;ve got some snazzy Apple Script skills &#8211; or other ideas you think may be useful to this vision &#8211; I&#8217;d love to hear your thoughts!</p>
<h3>What Else?</h3>
<p>In The Apple Blog Community, <a href="http://theappleblog.com/community/development/588-displaying-quicksiler-tags/">one super smart user</a> had the idea of using <a href="http://projects.tynsoe.org/en/geektool/">GeekTool</a> to keep track of his tags generated from within Quicksilver.  The tags are stored in an XML file which can have a shell script run against it, and then displayed on your desktop via GeekTool.  This way you can quickly and easily keep track of your tags, should the listing get to be more than you can handle without assistance.</p>
<p>I&#8217;m sure there are more excellent ideas out there for leveraging Metadata and the wonderful tools available to us on the OS X platform (both baked-in and shareware), and would love to hear any other wild and crazy thoughts you may have on the subject.  Please share these, and any other comments below!</p>
<p>And in the meantime, just try to think in a more meta state of mind.  Don&#8217;t let the history of folder hierarchy keep you confined to such a limited approach to storing your files &#8211; there&#8217;s much more flexibility at your finger tips than you may realize.  Force yourself into the habit of tagging and searching on those tags.  Couple this new approach with regular foldering techniques and you may soon find an efficient equilibrium that should make you more productive than ever before.</p>
<p>If you enjoyed this series of articles, let us know!  It&#8217;s been a lot of work putting them together, but also a lot of fun.  If there are specific topics you&#8217;d like to see covered in this same detail over a period of time, share with us and we&#8217;ll do our best to bring it to you.</p>
<p><strong>Related research and analysis from GigaOM Pro:</strong><br />Subscriber content. <a href="http://pro.gigaom.com/?utm_source=apple&utm_medium=editorial&utm_campaign=auto3&utm_term=170636+metadata-in-os-x-wrap-up&utm_content=nsantilli">Sign up for a free trial</a>.</p><ul><li><a href="http://pro.gigaom.com/2011/03/why-ipad-2-will-lead-consumers-into-the-post-pc-era/?utm_source=apple&utm_medium=editorial&utm_campaign=auto3&utm_term=170636+metadata-in-os-x-wrap-up&utm_content=nsantilli">Why iPad 2 Will Lead Consumers Into the Post-PC&nbsp;Era</a></li><li><a href="http://pro.gigaom.com/2011/03/the-near-term-evolution-of-social-commerce/?utm_source=apple&utm_medium=editorial&utm_campaign=auto3&utm_term=170636+metadata-in-os-x-wrap-up&utm_content=nsantilli">The Near-Term Evolution of Social&nbsp;Commerce</a></li><li><a href="http://pro.gigaom.com/2011/02/content-farms-the-players-the-benefits-the-risks/?utm_source=apple&utm_medium=editorial&utm_campaign=auto3&utm_term=170636+metadata-in-os-x-wrap-up&utm_content=nsantilli">Content Farms: The Players, The Benefits, The&nbsp;Risks</a></li></ul><img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=gigaom.com&amp;blog=14960843&amp;post=170636&amp;subd=gigaom2&amp;ref=&amp;feed=1" width="1" height="1" />]]></content:encoded>
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		<slash:comments>44</slash:comments>
	
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		<title>Answering Metadata Screencast Questions</title>
		<link>http://gigaom.com/apple/answering-metadata-screencast-questions/</link>
		<comments>http://gigaom.com/apple/answering-metadata-screencast-questions/#comments</comments>
		<pubDate>Tue, 20 Feb 2007 12:45:09 +0000</pubDate>
		<dc:creator>Nick Santilli</dc:creator>
				<category><![CDATA[Walkthroughs]]></category>
		<category><![CDATA[metadata]]></category>
		<category><![CDATA[tags]]></category>

		<guid isPermaLink="false">http://theappleblog.com/2007/02/20/answering-metadata-screencast-questions/</guid>
		<description><![CDATA[The Metadata Screecast that I posted yesterday generated enough questions that I felt it necessary to address them in a post, rather than a HUGE comment, buried at the end of the comments. So here it is. Each Answer references the number of the comment it [...]<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=gigaom.com&amp;blog=14960843&amp;post=170657&amp;subd=gigaom2&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
			<content:encoded><![CDATA[<p><a href="http://gigaom.com/apple/the-metadata-screencast-part-three/">The Metadata Screecast</a> that I posted yesterday generated enough questions that I felt it necessary to address them in a post, rather than a HUGE comment, buried at the end of the comments.  So here it is.  Each Answer references the number of the comment it relates to.</p>
<p>I will continue to update this post with answers to questions from that post.</p>
<p><a href="http://gigaom.com/apple/the-metadata-screencast-part-three/#comment-102100">#4</a> &#8211; Finding Untagged Files<br />
Afraid you&#8217;re going to have to get creative on that one.  Right now there&#8217;s no clear cut way to search on an empty Spotlight Comments window.  You could probably get tricky with custom raw queries, but I haven&#8217;t gone that far yet.</p>
<p><a href="http://gigaom.com/apple/the-metadata-screencast-part-three/#comment-102102">#5</a> &#8211; Tag Catalog isn&#8217;t alphabetized<br />
When you arrow into the tag catalog, you should be seeing a dropped-down list of tags.  The header of this list reads, &#8220;Browsing&#8221;.  If you follow that header to the right, there&#8217;s an icon of a gear &#8211; if you click that gear, choose &#8216;Sort By Name&#8217;.  Boom!</p>
<p>And yes, it appears to be video artifacts.  I have some custom colors and the glass effect setup in the Quicksilver UI, but otherwise it&#8217;s just the video reproduction.<br />
<span id="more-170657"></span><br />
<a href="http://gigaom.com/apple/the-metadata-screencast-part-three/#comment-102103">#6</a> &#8211; Quicksilver Tagging Not Showing in Get Info<br />
So are the tags searchable in Spotlight?  Could it be that the Spotlight Comments part of the GUI just isn&#8217;t updating properly or something?  I haven&#8217;t seen that before, but I&#8217;d check to see if your tags are returning the proper files in Spotlight.</p>
<p><a href="http://gigaom.com/apple/the-metadata-screencast-part-three/#comment-102104">#7</a> &#8211; Robot Icon in Menubar<br />
Sorry Eric, can&#8217;t talk about that quite yet.  But It&#8217;s cool, and I can&#8217;t wait to let the bot out of the bag&#8230;</p>
<p><a href="http://gigaom.com/apple/the-metadata-screencast-part-three/#comment-102105">#8</a> &#8211; Unable to Arrow Into Tags<br />
I can&#8217;t be sure on this one.  The first thing I&#8217;d suggest would be to make sure you&#8217;ve installed the Spotlight plugin for Quicksilver.  Also check that the Extra Scripts plugin is installed (and selected in the catalogs area).  Hopefully one or both of those things helps.</p>
<p><a href="http://gigaom.com/apple/the-metadata-screencast-part-three/#comment-102106">#9</a> &#8211; Bringing Files Into Quicksilver<br />
It&#8217;s already been answered in a few of the comments, but you can also check out a screencast I did on the topic <a href="http://gigaom.com/apple/quicksilver-screencast-in-n-out/">here</a>&#8230;which also contains screen shots on setting up a trigger to do the same thing no matter what application your selection is in.</p>
<p><a href="http://gigaom.com/apple/the-metadata-screencast-part-three/#comment-102108">#11</a> &#8211; What&#8217;s The Terminal Icon in the Menubar?<br />
I seem to get this question every screencast.  It&#8217;s called Visor, and it&#8217;s made by the same people who brought us Quicksilver.  The Apple Blog covered it <a href="http://gigaom.com/apple/a-look-at-visor/">here</a>.</p>
<p><a href="http://gigaom.com/apple/the-metadata-screencast-part-three/#comment-102109">#12</a> &#8211; Uncertainties in Taking The Tagging Leap<br />
Well this is really just a matter of sucking it up and jumping in with both feet.  My method was just to put everything I currently had in my Documents folder into a &#8216;pretagging&#8217; folder and starting form that point on&#8230;</p>
<p>Your schema for naming needs to be something that works for you.  Go back and read the first couple parts of my metadata series if you need to.  But essentially, decide on the rules you&#8217;ll use, and stick to them&#8230;They&#8217;ll be guidelines too, because this system will scale as you need more tags.</p>
<p>Managing those tags is really a matter of using smart Spotlight Queries &#8211; I open a new Smart Folder, and search on &#8220;Spotlight Comments contains &#038;&#8221;, and with that I get all the files I&#8217;ve ever tagged (as long as I&#8217;ve tagged them all with an &#038; symbol).</p>
<p>This system is a very large leap into the future &#8211; in my opinion.  We&#8217;ve been trained to think in folder for so long, that for the most part, we don&#8217;t think outside that box.  But I find my files easier with tags &#8211; and faster! &#8211; than when I peruse my folder structures.  But I still keep my folder hierarchies intact&#8230;Using them in conjunction with tagging makes for a pretty solid team-up of systems.  After all, sometimes applications require a folder structure, or coding, and so on.  So don&#8217;t feel like you need to ditch folders &#8211; it&#8217;s more of a suggestion for showing the power tagging offers.</p>
<p><a href="http://gigaom.com/apple/the-metadata-screencast-part-three/#comment-102113">#15</a> &#8211; Bulk Tagging Files<br />
I mention this toward the end of the blog post in which the screencast is linked&#8230;You can bring many files at once into Quicksilver and apply the tags in just the same way as I showed in the screencast.</p>
<p><a href="http://gigaom.com/apple/the-metadata-screencast-part-three/#comment-102117">#16</a> &#8211; Multi Word Tags<br />
The Spotlight Comments field is essentially a Space Separated List.  So spaces in your tags will create additional tags.  <a href="http://www.nudgenudge.eu/punakea">Punakea</a> is a tagging app for OS X that seems to address this issue by creating a large markup profile around the tags, separating them by semi-colons.  That&#8217;s great, but makes controlling your tagging methods pretty difficult, and it&#8217;s proprietary, so doesn&#8217;t play well with the rest of the OS.  Maybe it&#8217;s your cup of tea, but not quite mine.  Via Quicksilver, your best bet is to user underscores rather than spaces.</p>
<p><strong>Related research and analysis from GigaOM Pro:</strong><br />Subscriber content. <a href="http://pro.gigaom.com/?utm_source=apple&utm_medium=editorial&utm_campaign=auto3&utm_term=170657+answering-metadata-screencast-questions&utm_content=nsantilli">Sign up for a free trial</a>.</p><ul><li><a href="http://pro.gigaom.com/2011/03/why-ipad-2-will-lead-consumers-into-the-post-pc-era/?utm_source=apple&utm_medium=editorial&utm_campaign=auto3&utm_term=170657+answering-metadata-screencast-questions&utm_content=nsantilli">Why iPad 2 Will Lead Consumers Into the Post-PC&nbsp;Era</a></li><li><a href="http://pro.gigaom.com/2011/03/the-near-term-evolution-of-social-commerce/?utm_source=apple&utm_medium=editorial&utm_campaign=auto3&utm_term=170657+answering-metadata-screencast-questions&utm_content=nsantilli">The Near-Term Evolution of Social&nbsp;Commerce</a></li><li><a href="http://pro.gigaom.com/2011/02/content-farms-the-players-the-benefits-the-risks/?utm_source=apple&utm_medium=editorial&utm_campaign=auto3&utm_term=170657+answering-metadata-screencast-questions&utm_content=nsantilli">Content Farms: The Players, The Benefits, The&nbsp;Risks</a></li></ul><img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=gigaom.com&amp;blog=14960843&amp;post=170657&amp;subd=gigaom2&amp;ref=&amp;feed=1" width="1" height="1" />]]></content:encoded>
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		<slash:comments>22</slash:comments>
	
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		<title>The Metadata Screencast: Part Three</title>
		<link>http://gigaom.com/apple/the-metadata-screencast-part-three/</link>
		<comments>http://gigaom.com/apple/the-metadata-screencast-part-three/#comments</comments>
		<pubDate>Mon, 19 Feb 2007 20:57:57 +0000</pubDate>
		<dc:creator>Nick Santilli</dc:creator>
				<category><![CDATA[Screencasts]]></category>
		<category><![CDATA[Startups]]></category>
		<category><![CDATA[Walkthroughs]]></category>
		<category><![CDATA[metadata]]></category>
		<category><![CDATA[tags]]></category>

		<guid isPermaLink="false">http://theappleblog.com/2007/02/19/the-metadata-screencast-part-three/</guid>
		<description><![CDATA[A dead drive created a minor slow-down in getting this out, but an extra drive and a quickly restored backup and I&#8217;m back in action. (Along these lines, an answer to a question: The tags &#8211; Spotlight Comments &#8211; do in fact survive backups and such. [...]<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=gigaom.com&amp;blog=14960843&amp;post=170635&amp;subd=gigaom2&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
			<content:encoded><![CDATA[<p>A dead drive created <a href="http://gigaom.com/apple/crashes-backups-and-metadata-oh-my/">a minor slow-down</a> in getting this out, but an extra drive and a quickly restored backup and I&#8217;m back in action.  (Along these lines, an answer to a question:  The tags &#8211; Spotlight Comments &#8211; do in fact survive backups and such.  Everything&#8217;s in perfect order post-backup/restore.)  So today marks Part 3 of our <a href="http://gigaom.com/apple/using-metadata-effectively-in-os-x/">Metadata</a> <a href="http://gigaom.com/apple/2nd-metadata-post/">Series</a>.  This is the screencast that shows the apps I&#8217;m using (<a href="http://www.stclairsoft.com/DefaultFolderX/">Default Folder X</a>, <a href="http://quicksilver.blacktree.com/">Quicksilver</a> with the Tagging Plugin, and <a href="http://www.stylemac.com/tagbag">TagBag</a>), how to set them up (this is really just Quicksilver), and just how I&#8217;m using them for maximum potential.</p>
<p>I&#8217;d like to make a note before you watch the screencast:<br />
To coin a phrase I used to hear from my father, &#8220;Do as I say, Not as I do.&#8221;  You&#8217;re about to see my dirty laundry &#8211; that is, the mess that is my collection of tags.  One would probably assume a utopia of perfect tagging principles&#8230;While I do follow what I preach, I&#8217;ve also been tinkering with this project for over a year.  In that time I&#8217;ve tried many different approaches (apps, workflows, and so on) that inevitably created a bigger mess than it cleaned-up.  But I found that keeping some of this stuff helped me test various workflows more thoroughly, thus, I left it.  I just wanted to cover this point before you watched the following and said, &#8220;Ummmmm&#8230;&#8221;</p>
<p>So here goes!<br />
<embed type="video/quicktime" src="http://media.revver.com/qt;sharer=70129/179017.mov" pluginspage="http://www.apple.com/quicktime/download/" scale="aspect" cache="False" height="376" width="480" autoplay="False"></embed></p>
<p>The Metadata Screencast clocks in at about 12 minutes.</p>
<p>Enjoy the show.</p>
<p>A couple things I forgot to mention in the screencast: <br />
- To get the Spotlight Comments entry on Save Dialogs, you&#8217;ll go to Default Folder X in the System Preferences, Settings, Open &#038; Save.  Be sure to check the box, &#8220;Ask for Spotlight Comments in Save dialogs.&#8221;<br />
- Also, you can bring many items at once into Quicksilver and tag them all identically.  So the workflow you see me perform can help you easily tag tons of files at once &#8211; provided they are all getting the same tags.</p>
<p>Questions will be answered in the comments section below.</p>
<p><strong>Related research and analysis from GigaOM Pro:</strong><br />Subscriber content. <a href="http://pro.gigaom.com/?utm_source=apple&utm_medium=editorial&utm_campaign=auto3&utm_term=170635+the-metadata-screencast-part-three&utm_content=nsantilli">Sign up for a free trial</a>.</p><ul><li><a href="http://pro.gigaom.com/2011/03/why-ipad-2-will-lead-consumers-into-the-post-pc-era/?utm_source=apple&utm_medium=editorial&utm_campaign=auto3&utm_term=170635+the-metadata-screencast-part-three&utm_content=nsantilli">Why iPad 2 Will Lead Consumers Into the Post-PC&nbsp;Era</a></li><li><a href="http://pro.gigaom.com/2011/03/the-near-term-evolution-of-social-commerce/?utm_source=apple&utm_medium=editorial&utm_campaign=auto3&utm_term=170635+the-metadata-screencast-part-three&utm_content=nsantilli">The Near-Term Evolution of Social&nbsp;Commerce</a></li><li><a href="http://pro.gigaom.com/2011/02/content-farms-the-players-the-benefits-the-risks/?utm_source=apple&utm_medium=editorial&utm_campaign=auto3&utm_term=170635+the-metadata-screencast-part-three&utm_content=nsantilli">Content Farms: The Players, The Benefits, The&nbsp;Risks</a></li></ul><img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=gigaom.com&amp;blog=14960843&amp;post=170635&amp;subd=gigaom2&amp;ref=&amp;feed=1" width="1" height="1" />]]></content:encoded>
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		<title>Metadata in OS X: Part Two</title>
		<link>http://gigaom.com/apple/2nd-metadata-post/</link>
		<comments>http://gigaom.com/apple/2nd-metadata-post/#comments</comments>
		<pubDate>Fri, 09 Feb 2007 18:32:04 +0000</pubDate>
		<dc:creator>Nick Santilli</dc:creator>
				<category><![CDATA[Energy]]></category>
		<category><![CDATA[Walkthroughs]]></category>
		<category><![CDATA[metadata]]></category>
		<category><![CDATA[tags]]></category>

		<guid isPermaLink="false">http://theappleblog.com/2007/02/09/2nd-metadata-post/</guid>
		<description><![CDATA[Last week I began talking about using metadata effectively in OS X. I think I stirred the honey pot a bit by leaving things hanging &#8211; eg, not explaining my process &#8211; but felt it would be better organized and prepared in a series of posts. [...]<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=gigaom.com&amp;blog=14960843&amp;post=170617&amp;subd=gigaom2&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
			<content:encoded><![CDATA[<p>Last week <a href="http://gigaom.com/apple/using-metadata-effectively-in-os-x/">I began talking about using metadata effectively in OS X</a>.  I think I stirred the honey pot a bit by leaving things hanging &#8211; eg, not explaining my process &#8211; but felt it would be better organized and prepared in a series of posts.  So here we are with Part Deux.</p>
<h3>Q &#038; A</h3>
<p>Before we dive right back in however, I wanted to start by addressing questions of a common thread that were asked &#8211; both in the post&#8217;s comments and in the <a href="http://digg.com/apple/How_to_use_metadata_as_a_file_system_on_OS_X">digg thread</a>.  The recurring theme of questioning was something along the lines of, &#8220;How well could it really work without any folder structure?&#8221;  Well I&#8217;m afraid I wasn&#8217;t quite clear enough on that topic.  Allow me to clear things up a bit.</p>
<h3>Trying To Make A Point</h3>
<p>When I recommend ridding the Documents folder of any folder structure &#8211; as I did when I began this project &#8211; this is more for impact.  This is to show that the practice of tagging files and then locating them free of a hierarchal structure is possible, even easy.  I also make the claim that you can rid yourself of those folder structures in favor of tagging practices.  The point is, you <em>can</em>&#8230;<br />
<span id="more-170617"></span><br />
But these things were mainly to prove a point around the topic at hand.  My Documents folder is actually still a horrendous mess if you look at it, because I actually <em>do</em> use my tags to locate the files I need.  But in folders like Sites, where I&#8217;ve got my web projects, everything is in a typical hierarchal folder structure.  In my Pictures folder, I have very specific foldering setup in order to handle and clearly organize the many photos I take and process.  In both cases there are outside forces that tend to require a standard hierarchy &#8211; cleanly coding web stuff requires appropriate folders, and using a photo cataloging app like iView Media Pro thrives on proper folder structure.  But all the while, I&#8217;m still applying tags to my files, and free of these outside practices which basically require proper organization, I still use the tags to quickly get at the files themselves.</p>
<p>Using metadata tagging in conjunction with smart foldering practices will make you just about as bullet-proof as you can get when it comes to filing and finding anything on your system.  Ok, so hopefully we&#8217;ve cleared that bit up.</p>
<h3>Now On With The Show!</h3>
<p>While OS X supports tagging files and locating them through Spotlight, it really does a pretty poor job of promoting the practice.  If you were to use nothing more than the baked-in &#8216;functionality&#8217;, you would have to touch the <em>file&#8217;s</em> Get Info window (obviously after creating it) of each file to add the tag(s) of your choice.  Pretty much a pain to track down each file after it&#8217;s been created and then apply tagging &#8211; who needs an extra step in their workflow that takes that kind of effort?  Granted, you can manufacture some help via Automator, but it&#8217;s still not as intuitive and streamlined as [I think] it should be.</p>
<p>The only way &#8211; at this time &#8211; to really streamline a file-tagging scheme is to use third party applications and utilities.  There are dozens of options out there to choose from, and I&#8217;ve tried using most of them.  Some of have been great tools, while others have been less than I would have liked.  But even the great tools have mostly fallen by the wayside (in <em>my</em> workflow &#8211; I want to emphasize that, because your mileage may vary) because they haven&#8217;t fit the way I work, or rather, the system of tagging that I&#8217;ve found to work best for me.</p>
<p><center><img src="http://www.theappleblog.com/wp-content/uploads/md-qstagcat.jpg" class=" alignleft" /></center></p>
<h3>My Tagging Bag of Tools</h3>
<p>There should be no need for a big unveiling of the most important app [that I use] in my tagging workflow&#8230;It&#8217;s <a href="http://quicksilver.blacktree.com">Quicksilver</a>.  Don&#8217;t ask questions, just download it if you haven&#8217;t.  Food will taste better, colors will be more vibrant, your computer will become something new and wonderful you never imagined.  You probably think I&#8217;m joking.<br />
<br />
Quicksilver makes it possible to hook into just about every nook and cranny of OS X, so using it as the main interface for tagging makes the process much faster than the operating system allows on its own.  But Quicksilver needs some tweaking to do the things that we want.  I&#8217;ll get into the meat of these tweaks in next week&#8217;s metadata post &#8211; which will be a thorough screencast, so you can <em>see</em> what to do, rather than rely on my incoherent babbling &#8211; but for now, I&#8217;ll just say that advanced features will need to be enabled, and <strong>at least</strong> the &#8216;file tagging module (+)&#8217; plugin will need to be installed.  I&#8217;m fairly certain that additional plugins are required to support the file tagging plugin, but I&#8217;ll research that and address it in next week&#8217;s screencast, so please hold off on the questions about why it&#8217;s not working for you right now&#8230;</p>
<p><center><img src="http://www.theappleblog.com/wp-content/uploads/md-qstagging.jpg" alt="qs tagging" class=" alignleft" /></center></p>
<p>As great as Quicksilver is, I also found a couple other tools that I use regularly in my bag of tricks.  Default Folder X, from <a href="http://www.stclairsoft.com/DefaultFolderX/">St ClairSoft</a> is a utility that enhances your Save Dialogs in OS X.  It allows you to create favorite folders to quickly navigate to, default folders for specific apps, and so on &#8211; essentially bring one of the useful functions of Windows to the Mac platform.  But the reason DFX shines in a metadata sense, is it has an option to enter Spotlight Comments for a file when you&#8217;re saving it.  This right here ladies and gents, is the missing link.  I would have a very difficult time believing that Apple has left such an important feature out of Leopard, but I guess we&#8217;ll have to wait and see.</p>
<p>Finally, a Dashboard Widget that I&#8217;ve found to be pretty useful is <a href="http://www.stylemac.com/tagbag">TagBag</a>.  This Widget essentially collects the Spotlight Comments (the tagging field we&#8217;re talking about in this series) for all files, and displays them in a nice list.  It also gives you a count of each tag.  TagBag has a couple other features, one of which is the ability to click on a tag and have it open a SmartFolder search window for all files with that tag, but it doesn&#8217;t seem to work for me.  No matter though, because I don&#8217;t need it for that reason.  I mainly like to get a census of my tags and use it to track down odds and ends that have ended up in Spotlight Comments that I don&#8217;t want there.  It won&#8217;t make or break your workflow, but it&#8217;s a handy tool for keeping track of your tags, or remembering tags that you may have forgotten about.</p>
<p>There&#8217;s one more little app that I&#8217;ve been playing with very recently, that could very well make this list.  I love the idea and functionality, but I can&#8217;t really talk about it just yet.  Hopefully at the end of the month I&#8217;ll be able to say more.  But in the meantime the above programs should get you where you need to be.</p>
<h3>Putting The Pieces Together</h3>
<p>The first step is obviously getting into the habit of tagging your files.  So obviously using Default Folder X is going to make this hugely useful for any files you&#8217;ll be creating from here on out.  But what about all the existing files on your system?  You can either leave them behind and just start this practice moving forward, or being the process of tagging them and getting them current in your new system.</p>
<p>Luckily, Quicksilver and the File Tagging plugin make this a lot less painless than it could be.  My suggestion would be &#8211; if you don&#8217;t already have things foldered accordingly, group the files as you&#8217;d like to tag them.  Then select all the files in a folder, bring them into Quicksilver focus, and add a tag or tags to all of those files at once.  It&#8217;s really as simple as that.  <strong>(Don&#8217;t worry, I&#8217;ll be demonstrating all this stuff next week in the screencast!)</strong>  Then you may desire to hit files on a more individual basis to add more specific tags to their Spotlight Comments.  No need for a comma separated list, just spaces &#8211; and whatever prepending symbol you&#8217;ve settled on.</p>
<p>The other great use for Quicksilver and the File Tagging plugin is the ability to quickly scan your catalog of tags.  In this manner you can access the tags and the related files right from within Quicksilver, with only a few keystrokes.  Better still, you can tell Quicksilver to <em>open</em> one of these tags from the catalog, and it&#8217;ll generate a SmartFolder for that tag, which you can then save for future use.  I prefer this method far more than creating my SmartFolders manually, as it leaves really no room for error.</p>
<p><img src="http://www.theappleblog.com/wp-content/uploads/md-tagbag.jpg" alt="tagbag widget"  class=" alignright" />  Lastly there&#8217;s the TagBag Widget.  As mentioned earlier, I use it more for clean-up duty, allowing me to get my tags/files groomed a little more nicely.  But from time to time it&#8217;s helpful to know just how many files are tagged a certain way with a quick glance.</p>
<h3>Wrap Up</h3>
<p>Obviously you may feel free to check out these tools on your own and see how they work for you.  The Quicksilver and File Tagging plugin may require a little tweaking however, for them to work properly for you.  I&#8217;m sure there will be comments and questions asking how to do it.  As I&#8217;ve mentioned already, I&#8217;ll be addressing these issues next week, in a screencast that should <strong>show</strong> how it all gets setup and works.  So if you can help it, wait for that.  The following week should be the conclusion to this three-ring-circus with a road map of where I&#8217;d like to go with this workflow and some ideas on how to get there.</p>
<p>A few last things you may want to consider or play with until next week:</p>
<ul>
<li>Tagging your songs in iTunes &#8211; <a href="http://gigaom.com/apple/quicksilver-screencast-tags-playlists/">check out the screencast</a></li>
<li>My friend, <a href="http://www.dodd.org/blog/">Weldon</a>, found <a href="http://developer.apple.com/documentation/Carbon/Conceptual/SpotlightQuery/Concepts/QueryFormat.html">this nice doc</a> on Apple.com, explaining how to use the operators for building Spotlight Queries. </li>
<li>And if you want to experiment with Raw Spotlight Queries (an option when building SmartFolders) you may like to <a href="http://www.macgeekery.com/tips/how_to_execute_raw_spotlight_queries_in_the_finder">read this article as well</a>.</li>
<li>Check out <a href="http://code.google.com/p/macfuse/wiki/MACFUSE_FS_SPOTLIGHTFS">SpotlightFS</a>, which is a part of MacFUSE from Google.  It offers some neat SmartFolder capabilities in conjunction with the reading from the 2 above links.</li>
</ul>
<p>I&#8217;ll do my best to answer some of your questions in the comments below.  But understand that if I don&#8217;t, I&#8217;ll most likely be covering them in the next week or so.</p>
<p><strong>Related research and analysis from GigaOM Pro:</strong><br />Subscriber content. <a href="http://pro.gigaom.com/?utm_source=apple&utm_medium=editorial&utm_campaign=auto3&utm_term=170617+2nd-metadata-post&utm_content=nsantilli">Sign up for a free trial</a>.</p><ul><li><a href="http://pro.gigaom.com/2011/03/why-ipad-2-will-lead-consumers-into-the-post-pc-era/?utm_source=apple&utm_medium=editorial&utm_campaign=auto3&utm_term=170617+2nd-metadata-post&utm_content=nsantilli">Why iPad 2 Will Lead Consumers Into the Post-PC&nbsp;Era</a></li><li><a href="http://pro.gigaom.com/2011/03/the-near-term-evolution-of-social-commerce/?utm_source=apple&utm_medium=editorial&utm_campaign=auto3&utm_term=170617+2nd-metadata-post&utm_content=nsantilli">The Near-Term Evolution of Social&nbsp;Commerce</a></li><li><a href="http://pro.gigaom.com/2011/02/content-farms-the-players-the-benefits-the-risks/?utm_source=apple&utm_medium=editorial&utm_campaign=auto3&utm_term=170617+2nd-metadata-post&utm_content=nsantilli">Content Farms: The Players, The Benefits, The&nbsp;Risks</a></li></ul><img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=gigaom.com&amp;blog=14960843&amp;post=170617&amp;subd=gigaom2&amp;ref=&amp;feed=1" width="1" height="1" />]]></content:encoded>
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		<title>Using Metadata Effectively in OS X</title>
		<link>http://gigaom.com/apple/using-metadata-effectively-in-os-x/</link>
		<comments>http://gigaom.com/apple/using-metadata-effectively-in-os-x/#comments</comments>
		<pubDate>Thu, 01 Feb 2007 22:54:13 +0000</pubDate>
		<dc:creator>Nick Santilli</dc:creator>
				<category><![CDATA[Personal organization]]></category>
		<category><![CDATA[Walkthroughs]]></category>
		<category><![CDATA[Workplace Trends]]></category>
		<category><![CDATA[communication]]></category>
		<category><![CDATA[Email]]></category>
		<category><![CDATA[metadata]]></category>
		<category><![CDATA[productivity]]></category>
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		<description><![CDATA[A Long Time In The Making Not quite a year ago I wrote a feature on LifeHacker talking about the use of Metadata in place of a folder-based organization scheme. Since then I&#8217;ve received many emails and inquiries asking for more on the subject. Inevitably I&#8217;ve [...]<img alt="" border="0" src="http://stats.wordpress.com/b.gif?host=gigaom.com&amp;blog=14960843&amp;post=170590&amp;subd=gigaom2&amp;ref=&amp;feed=1" width="1" height="1" />]]></description>
			<content:encoded><![CDATA[<h2>A Long Time In The Making</h2>
<p>Not quite a year ago I wrote <a href="http://lifehacker.com/software/tags/metadata-as-a-filing-system-169971.php">a feature on LifeHacker</a> talking about the use of Metadata in place of a folder-based organization scheme.  Since then I&#8217;ve received many emails and inquiries asking for more on the subject.  Inevitably I&#8217;ve responded with short answers and the promise of a forthcoming post here on The Apple Blog to satiate all the interested parties.  I&#8217;m here to tell you, that the time has finally come my friends.</p>
<p>I&#8217;ve spent a lot of time tinkering with the system, trying new things, combining tools and workflows, and on and on over the year I&#8217;ve been working with the idea.  So as I&#8217;ve been pondering how to approach the piece I wanted to write here on TAB, I&#8217;ve decided that doing it in parts will probably work out best.  I&#8217;d like to say they&#8217;ll come out weekly, but there&#8217;s a ton of stuff clogging this brain of mine, and it may be more like bi-weekly, so just an fyi on that.</p>
<p>Enough of the pleasantries, eh?  Let&#8217;s get started with the first installment of Metadata as a Filing System.  In this part I&#8217;ll be covering the basis of my idea, the tagging structures and best practices that I&#8217;ve found work best (at least for me), and the basic goals of using this system.<br />
<span id="more-170590"></span></p>
<h2>Some Background to Get Up to Speed</h2>
<p>When Tiger launched in 2005 it brought with it Spotlight for unparalleled searching capabilities.  A large factor in this amazing new tech was the ability of the operating system to leverage metadata in files.  What is metadata?  It&#8217;s information about information&#8230;Ok, a better explanation: Metadata is the term used for details about a file.  For instance, who created the file, when, how large is the file size, and so on.</p>
<p><center><img src="http://www.theappleblog.com/wp-content/uploads/spotlight-apple.jpg" alt="spotlight" class=" alignleft" /></center></p>
<p>But the best part came with the addition of Spotlight Comments.  Accessible through the Get Info screen of any file on OS X, the Spotlight Comments field gives the user free-reign for creating customized metadata (referred to as &#8216;tags&#8217; from here on out in this article).  Think about tagging in the mainstream sense.  Just about everyone has seen it in action with the advent of Web 2.0.  Del.icio.us uses it for &#8216;categorizing&#8217; bookmarks, flickr allows you to tag your images, and many blogs provide tag clouds of the many blog post categories offered within their pages.  So we translate that thinking to our files and the way we organize them on our hard drive. <img src="http://www.theappleblog.com/wp-content/uploads/spotlight-comments.jpg" alt="spotlight comments"  style="margin:5px 0 5px 5px" class=" alignright" /></p>
<p>I&#8217;m fairly certain your hard drive is teeming with files, most likely in your Documents folder, just like mine.  I&#8217;ll venture further, to guess that within that Documents folder you&#8217;ve got several more folders &#8211; maybe a &#8216;Letters&#8217; folder for all your correspondences, a &#8216;txt&#8217; folder for all your txt notes, a &#8216;work&#8217; folder for business stuff, and so on and so forth.  Maybe those folders have more nested within them&#8230;you get the idea.  You&#8217;ve got the typical folder hierarchy that every semi-organized computer user has had since the computer shipped with a hard drive larger than a megabyte.</p>
<p>So what happens when you&#8217;ve got a letter that you wrote for a business proposal?  Do you file it in your &#8216;Letters&#8217; folder, or your &#8216;work&#8217; folder?  Or maybe a &#8216;Letters&#8217; folder <em>within</em> your &#8216;work&#8217; folder&#8230;  How do you remember which place you put it in?   (I know you could create an alias in the location you didn&#8217;t store it in, but humor me here &#8211; I&#8217;m not that well organized anyway!)  Well the options metadata gives us, allow for us to file the letter in a general place and tag with with both &#8216;letter&#8217; and &#8216;work&#8217; so we can find it later based on the tag, rather than where we may have put it.</p>
<p>When I first started this project, I moved all the files and folders in my Documents directory, into a folder called &#8216;pretagging&#8217;.  From there on out anything that would normally have been filed in my Documents folder hierarchy, was just dumped into Documents and left to marinate with nothing but a metadata tag (or two or three).  This approach really forces you to commit to the idea of using metadata as a filing system, because then when you look at your Documents folder (rather than just searching the tag(s) in Spotlight), you just see a heaping mess of files to wade through.  Great motivation to make it work, eh?  So if you&#8217;re planning to play along at home, this is a great way to jump right into the deep-end.</p>
<p><a name="guidelines"></a><br />
<h2>Guidelines Are a Must</h2>
<p><img src="http://www.theappleblog.com/wp-content/uploads/spotlight-generic.jpg" alt="spotlight generic"  style="margin:5px 0 5px 5px" class=" alignright" />So Spotlight makes all this possible because these items are then completely searchable on your drive.  Great.  But before we get too carried away, we need to decide on a useful tagging structure, or set of guidelines.  If you don&#8217;t, your tags will end up looking much like my initial foray into del.icio.us bookmarking, where there are 1-off tags everywhere.  Not good, and not useful for searching.</p>
<p>It&#8217;s extremely important to have a plan in mind before you start tagging your little heart out.  You don&#8217;t necessarily have to decide on the specific tags you&#8217;ll be using, because that will change and evolve over time.  But keeping in mind a set of guidelines for <em>how</em> you&#8217;ll tag your files is the key.  I like to stick to singular terms, &#8216;letter&#8217;, &#8216;project&#8217;, etc rather than trying to remember, &#8220;Did I use &#8216;letters&#8217; or &#8216;letter&#8217; last time?&#8221;  Then you either guess right and end up ok, guess wrong, and have a 1-off tag that could ruin your search results later, or you waste more time digging to see what tag you need to match.  All of these are time-wasters, and who amongst us has time to waste anymore?</p>
<p>So decide if you&#8217;re going to use singulars or plurals for your tags.  There will of course be times when a tag you choose is most common in the plural, such as &#8216;keys&#8217;, or &#8216;taxes&#8217;.  Just something to keep in the back of your mind.</p>
<p>Another point to consider in your guidelines is how granular you want to get with your tagging practice.  So maybe you tag some files as &#8216;project&#8217;, but what happens when you get too many project files from different customers?  This is where it gets free-form and up to you on how you handle it.  You could do something like &#8216;project&#8217; and &#8216;clientname&#8217;, or just go for broke with &#8216;clientnameproject&#8217;.  Figure out what&#8217;s easiest and most comfortable for you.</p>
<p><img src="http://www.theappleblog.com/wp-content/uploads/spotlight-specific.jpg" alt="spotlight specific"  style="margin:5px 0 5px 5px" class=" alignright" />The last thing, and probably the most important &#8211; in my opinion &#8211; is a prepending symbol for your tags.  The GTD&#8217;ers use the @ sign most of the time, so I started with that.  But I found that Spotlight effectively ignores the @ symbol and returns less than exact results.  As an example, &#8216;@project&#8217; and &#8216;project&#8217; will both return the same results in Spotlight.  Which is to say that they return anything in Spotlight&#8217;s index that contains the word &#8216;project&#8217;.  That leaves a lot of wading through stuff to find just what you want.  With some experimentation I landed on the &#038; sign as one that Spotlight didn&#8217;t ignore.  So now a query on &#8216;&#038;project&#8217; returns only the things that match that syntax exactly &#8211; no extraneous data or files that will slow you down.  Sure you can do a Spotlight search using quotes around your @project search term, but that&#8217;s extra keystrokes, and frankly, I&#8217;m too lazy for that.  So I use the &#038; sign to prepend my tags.  You can play around and find something else that may work for you, or just use the one I found.</p>
<p>These ideas lay a decent framework for your tagging scheme.  Obviously what works for me may be different for you, so figure out your own system &#8211; if you use these guidelines to do it, you&#8217;re much more likely to find success in using metadata for your filing system.</p>
<h2>So What&#8217;s The End Game?</h2>
<p>For me the purpose behind all of this was to see if it was really a good alternative to the traditional practice of using folder hierarchies.  I wanted to see if I could still locate my files in this manner, and if I could, was it any faster?  So I suppose efficiency is the name of the game when it comes time to measuring your success.</p>
<p>This is where it becomes a gray area on whether or not the metadata hits the mark.  If you just use the tools that OS X offers (those being Spotlight and using the Get Info screen for each individual file) then there&#8217;s no way this method stacks up.  The performance gain comes in using 3rd party apps and utilities.  I&#8217;ve played with many of these, and tried several combinations to determine which seem to work the best.  If you&#8217;re even a casual reader of The Apple Blog, you won&#8217;t be surprised that Quicksilver is at the hub of these tools.</p>
<p>But as I mentioned at the start of this post, there will be a few parts to this piece.  Those tools &#8211; and the best ways I&#8217;ve found for using them &#8211; are topic for a forthcoming article.</p>
<h2>Moving Forward</h2>
<p>There&#8217;s still a lot to come on this topic.  I hesitate to say just how many installments I&#8217;m planning, because I feel like there&#8217;s enough to write up for a handful of posts.  But for now I&#8217;ll venture 3 more parts to this saga.  Minimum.</p>
<p>Amongst these future posts I&#8217;ll be covering the 3rd party tools that make the metadata system a really useful alternative, and how to put them into action for you.  I&#8217;ll be putting together one of <a href="http://theappleblog.com/category/screencasts/">my weekly screencasts</a> to demonstrate the system I&#8217;ve settled into.  I think that will give a good feeling for what this system is capable of if you stick with it and truly own it.  And finally (at least for now), I&#8217;ll talk about where I&#8217;d like to take this metadata filing scheme in the future.  Essentially some ideas I&#8217;ve had for really automating things so that my computer works <em>for</em> me&#8230;But more on all this in coming weeks.</p>
<h2>Q And A</h2>
<p>There are certainly going to be questions abounding from this article.  As always, I&#8217;ll do my best to answer them in the comments below.  However if the questions tread heavily on forthcoming parts of this piece, my answers will likely be short ones, if at all &#8211; I&#8217;m not ignoring the validity of said questions, I just feel they&#8217;ll be more easily accessible if they&#8217;re available in the body of each article (rather than buried in the comments).</p>
<p>In fact, maybe I&#8217;ll make each week following one of these pieces, a post full of answers to the questions posted in the comments.  I&#8217;ll have to think on that, depending on how the reaction to this post goes over.  Guess we&#8217;ll all be surprised&#8230;</p>
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