Why file naming matters for Researchers
After a busy study you may return with hundreds or thousands of datasets and notes named like example_researchers_file.txt. device filenames are fine for storage, but make it hard to find, sort, and deliver work. Adopting a consistent naming pattern for example researchproject_experimentA_20251026_001.txt makes client delivery, archiving, and future searches much faster and far less error-prone.
An Excel-first workflow helps you do this reliably: the app lists every file in a folder, you update the New Name column in Excel (manually or via simple formulas), then import and apply the bulk rename with a preview step.
Step-by-step: from listing to renaming
Step 1 — List your files
Drop your study_folder (e.g. "Study_ABC_2025") containing datasets (CSV), scripts (PY), reports (PDF). Ensure anonymization of participant data before renaming.
Pro Tip: Name each study_folder with the experiment code and date, e.g. DATA_StudyA_2025-10-28, to keep datasets reproducible.
Step 2 — Open in Excel
In Excel you'll see the exported columns and an editable New Name column. You only need to update that column — either type names directly or generate them with formulas. The app manages the other columns behind the scenes to keep rows matched to files.
Step 3 — Build your new names
Use Excel to automate repetitive naming — for example, combine client, date and sequence into a pattern: =Client & "_" & TEXT(Date,"yyyymmdd") & "_" & TEXT(Seq,"000"). Excel handles sequences, padding, and date formatting so you don't type hundreds of names manually.
Step 4 — Validate and clean up
Quick checks catch the usual problems: duplicates and illegal characters. Use a helper COUNTIF to spot duplicates. The app also detects invalid or locked files during import/rename and will skip affected rows while creating a log so you can review them later. Temporary helper columns (e.g., Client or Notes) are fine while working — delete them before saving if you like.
Step 5 — Import, preview, and apply
Save the edited sheet and load it back into the app. You’ll see a clear before-and-after preview of each filename. Review the preview, then click Rename. The app applies the changes quickly and produces a log of any skipped items for your records.
Example naming templates
- Client_YYYYMMDD_Seq.ext → Smith_20251020_001.CR2
- Event_Location_Seq.ext → WeddingParis_20250918_012.JPG
- SessionType_Client_Seq.ext → Portrait_Sharma_015.CR2
See more workflows: All use cases (50)