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Using File Cataloger for Code and Support Libraries

by Dian Chapman, MVP, MOS
Skill rating level 3.

If you've checked out any of the cool, free utilities that you can download from www.mousetrax.com/downloads.html, you've surely downloaded Greg Chapman's award winning File Cataloger. (And don't miss this month's fantastic, new utility from Greg, the Directory Cataloger!)

The File Cataloger is a wonderful tool that you point at any directory to quickly link all the files in that directory into a Word document, with or without a table structure, as hyperlinked files for easy sorting and access. Folks are always writing us to share details of the time saving uses they've discovered using File Cataloger. In fact, if you check out Internet radio DJ, Country Bumpkin's, web site here: http://www.countrybumpkinshow.com/, you'll be utilizing the results of Greg's File Cataloger when you search his media library for your favorite song. Country Bumpkin, aka Mervin, owner of the famed Word support list on Yahoo, was thrilled to discover he could use the File Cataloger to easily catalog the tons of media files he uses in conjunction with his online show.

Yes, I, too, have built myself a cool MP3 media catalog of my music with File Cataloger. And one of these days I'll get around to updating my photo catalog. But one of the things I use File Cataloger for most is to help me keep my code and support libraries updated. Many folks have asked me how I handle this. So, in this article, I'll explain. This information is geared toward anyone who wants to keep code snippets or technical support solutions handy.

After you download the File Cataloger, you need to unzip it. This will give you a Word template. By simply double clicking this template, the code begins to run. (Note! You will first be asked to accept our digital signature, if you've never done so before. Read this month's article by David Horowitz that explains how to accept digital signatures.) The template presents a dialog box with some options. Browse to the directory you want to catalog. Select the file type(s) you want in the linked list and click Start.

After you run the cataloger, you'll end up with a file similar to the image below, depending on the options you chose. In the image below, you'll see that it is a table with three columns. These are the default columns. The first is Description, where I can enter some info about the linked file in each row. Then you have the File Path/File Name, which contains the hyperlink to the file in that directory. And finally, there's a column showing the File Type for the file being linked. If you've linked many types of files, this is important information. However, I generally keep my directories fairly organized, so in my case, this column isn't of much use to me. Therefore, when I first start a new master catalog document, I make a few personal modifications.

The first thing I do is drag my cursor down the length of the File Type column to remove all that info. I could just delete the whole column. But I find this way just as easy and then I don't have to recreate the column. You see, I want that column, I just plan to use it for other information. By highlighting all the rows in that column and hitting Delete, I can remove all the text in the row for that column, but it leaves the column and the MACROBUTTON code in the heading, as you can see below.

Next, I select the Heading Row and hit Shift/F9. This converts the resulting titles in the heading back into their raw field codes. In this case, the field code being used is the MACROBUTTON. The macro button field allows you to double click the displayed text to run a macro or VBA procedure. Actually, the default is a double click. But that's because the macro button was created in the days before the Web. Now that folks are so accustomed to single clicking, Greg provides the option on the File Catalog dialog box to choose a Single Click sort. This adds additional code into the template that converts the default from two clicks to one.

This means that, rather than clicking Table/Sort, setting defaults and clicking OK to sort a column in alphabetical order, I can just click once on the column heading and that column will sort itself. This is useful when you want to sort the table by different columns. If you know the file name you need, you can sort by File Name. If not, you might find sorting by File Type or Description more useful.

But I plan to modify the MACROBUTTON code a bit. So while the field code is opened, as shown in the image below, I select the display name which is the last portion of the code. Then I change it from File Type to Key Words.

Note! The syntax for the macro button is as follows: (field name = MACROBUTTON), (name of macro to run=TableSortAToZ), (display text=File Type). I don't want to change the field code name or mess with the name of the macro that will run. But I am free to change the name of the column heading to anything I plan to enter in that column. In my case, I plan to add a keyword to help me find the file link I need.

I also like to add an additional column. In the heading row, I can duplicate the MACROBUTTON code by using the Ctrl/F9 keystroke to enter the proper field brackets, which are not the standard keyboard brackets! And then I just duplicate Greg's syntax info, but change the display text to read Application for this column. This gives me a column to add the name of the app for each link. That'll make it faster to find the group of links I need, such as those for Word or Outlook.

And finally, just because I'm an organizational freak, I decide to select and move the last Keyword column over to the left, so the last column is the actual linked column. I select it and then can either drag it into place or use Cut/Paste.

So here's my default table. I have a column for Application, Keywords, Description and finally, the linked File. Each column header will run the same sorting macro.

I now select the heading row and hit Shift/F9 again to toggle the field code back into it's results—the display text. I can then get busy adding details about each linked file. This may seem like a lot of work to some folks and no one says you have to set up your table in this manner. You're free to do what you want. As a support professional, I find this method works for me. And since I have thousands of linked support files from years of supporting dozens of applications and various versions of each application—this extra effort at the start helps me end up with a very efficient library where I can quickly find the solution to the tons of questions I answer each day.

I can make the job of filling in the rest of the info go faster thanks to the great way Word handles copying and pasting info into tables. As shown in the image below, I type Office one time, hit the Copy button on my cool Microsoft Office Keyboard, highlight the rest of the Office rows and hit the Paste button...

...and all those cells are quickly filled in with the same application name, as you can see below.

Okay, now I have this table filled up with all these useful file links, keywords and descriptions. So what do I do when I need to add more links to the master table? Well, that depends on what catalog table in which I'm working. In the case of my code or support libraries, I collect a lot of new files every day. Rather than manually linking new files all the time, it's much easier to just let them accumulate for a week and then take a few minutes to add those additional files at the end of the week.

To make the collection process easier, I keep shortcuts to blank text files (Notepad files) on my desktop, as you can see below. One for code snippets and one for support issues.

Each are shortcuts from the actual file located in my Library's New subdirectory. This allows me to quickly open the notepad by double clicking it on my desktop, dropping the code or support info into the blank pad, and then hit Alt/F + A for File/Save As. I give the file a self-explanatory name, such as Office_Error1305 and hit OK to save the text file. And as you can see in the image below, this means I can have a ton of info files that are very small, since they are text files.

At the end of the week, I run the File Cataloger against the New sub directory to quickly link all the newly added files. But now it gets a bit tricky. Since the files are linked from their current location in the New subdirectory, but I need to move them into the master directory, I'll also have to modify the newly linked code a bit.

After running the Cataloger on the new files and getting them all linked up, I select that new table in this newly linked doc and hit Shift/F9 to convert the hyperlink to raw code. Since the master file also resides within the Library_Support directory, I don't need the full path. Although the cataloger has an option for File Name Only, that only relates to the displayed name and not the hyperlink. The hyperlink will still contain the full path. But after viewing the raw code, as shown below, I can now run a quick Find/Replace to search out the path information and replace it with nothing, thereby removing it.

And now, as you can see below, the hyperlink is linked to a local file; in other words, one in the same directory as the master document. By removing all path information, the file will default to look in the same directory where the master file resides. I'm now free to move all these new files out of the New directory and into the master Library_Support directory where this master document will find them. Well, it'll find them as soon as I add them to the master table. This is the last part of the update.

I go back to my master support document, add a few rows to the bottom of the table and simply paste in all the new hyperlinks. A few more minutes to add some application, keyword and description info and it's updated. I can now resort all these new files within the mass of other info.

Obviously, you'll only have to do the first modifications once when you set up your master file, and that's only if you want to add more columns or modify the defaults. Updating with new files is something I do regularly, so I have the process down to a science. It helps me keep up on support issues.

I have a code library using this same format. Each linked text file in that library is a code snippet or procedure. When building a new project, I can quickly find the code I need to drop into the new project.12=p

As I said, this may seem like a lot of work to some folks, but for me it works. And if you'd like to see a really big collection of files, I'll show you all the email Thank Yous I've collected from users who appreciated the fact that I was able to quickly supply them with the solution to their problem. Thank you File Cataloger! And thank you Greg for creating such a cool utility to save me time while I build libraries containing a wealth of information.

 

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