Are there any issues with (more or less) having all of my files in just a few folders (based on years) and then creating groups/ relationships between similar, ie by kind/type or subject/use case, using a smarter and less hierarchical approach.
Im thinking of weighing up the cons here in terms of speed/ stability more than anything else.
You say âfoldersâ which implies you are indexing files. If so, then you are a little bit beholding to the performance of macOS.
I suspect you mean "groups (based on years) and the files are imported. I have minimum groups and little hierarchy with âsmart groupsâ to do the organising for me. Works and Iâm sure there are no downsides, really, as DEVONthink designed for that sort of thing.
Itâs really down to you and how you want to view, interact-with, and perceive your data.
I tried having minimal groups and using tags and smart groups. I found I soon ended up with as many smart groups and tag hierarchies as I would have had using subgroups. I ended up with balance between the two. You can use the power of search in the minimal groups scenario, but you have to be strict on naming, tagging and metadata to avoid constantly trawling through long lists of hits - no quicker than navigating down a logical group hierarchy.
These things are very much individual. It depends on how different brains work, as rmschne points out
The groups you see in Devonthink are not OS folders, at least in the case of non-indexed locations.
For instance, if you have the option set to put all your annotation files in one group, they wonât all be in the same OS folder. Devonthink manages how many files go in any one OS folder without regard to how many documents are in a group.
Moving a file from one group to another generally doesnât change its location in the OS. Even using the âmove to trashâ function doesnât physically move the file, it just changes where the file maps to the groups you see.
Tags are really just groups with a little added logic.
Another option is to turn off the âexclude groups from taggingâ feature. I donât think thatâs commonly used but it works fine. With the exclusion turned off, you can add a file to a group by adding the group name the file as if the group name were a tag.
Itâs like Burger King except for all the calories. You can have it your way.
Iâm not sure why this would affect speed/stability? DT indexes based on its own magic (=code) and Iâm not aware that tags convey any special status over groups.
In any case, given that I seriously doubt thereâs a preference from a software point of view (DT provides both options, after all, and most people use both in their databases), you should be considering this solely from a âwhat works with my brain?â perspective.
There are many different options, and many people who swear by each option. E.g.
Flat structure, rely solely on search for navigation
Flat structure, rely heavily on tagging for navigation
Flat structure, rely heavily on file naming conventions
Hierarchal structure, still rely on search for navigation
Hierarchal structure, navigate by eye
Hierarchal structure, rigid file naming conventions, everything has a specific place to live
Hierarchal structure AND tags, because life is short, work is complicated and sometimes we do want the best of both worlds!
And of course, Iâm not even touching on the transient nature of smart groups, replicants, etc., which mean that DT can set up temporary hierarchal structures for you based on specific projects youâre working on, without affecting underlying file structure.
Thereâs no right answer here. For myself, I have a fairly rigid groups structure, up to 4 levels deep depending on the topic (I have a rule that it doesnât go deeper than that). I only use tags to denote actions (high priority, write notes, etc.) and to denote file types, as thatâs of value to me for my work (tags might be article, academic paper, report, note, etc.). But I prefer to navigate by eye a lot of the time and I like to limit searches to within a specific group. For others, they would hate this type of structure, and thatâs fine!
As a result, Ive looked into how DevonThink stores files, as you say, it nests them in folders in its own way so the quantity of files in individual folders will have no impact on speed or stability as it is taken care of by the app itself.
I appreciate the comment regarding ending up with as many âsmart groupsâ than one would have if I were to create hierarchical groups myself.
The idea for me is that multiple files are being used as reference for multiple articles and reports and Iâd like to create such groups for each article, pulling in resource and reference files accordingly each time.
I can then archive the smart groups when Iâm down with each piece, without having to worry about where the original.