With the millions of documents and files that are typically part of any energy company, it’s necessary to bring order to the chaos. Without a method of organization, your information is essentially lost to you. 

Within this playbook, we cover best practices for setting up a method of organization that will help your company easily access and use its data. It will provide you with guidelines, practical examples, system considerations and impacts, and expert tips related to: 

  • Folder Structure  
  • Naming Conventions  
  • Metadata 

Drawing on a wealth of experience, knowledge, and resources from CAPLA Committee members and Access, we've created this playbook as a follow-up to Adventures in Digitization: The Electronic Land Files (ELF) Playbook.

As you continue to evolve and bring more structure to your information management programs, this playbook is sure to be a valuable reference to guide you.