This article is for new Adobe Lightroom users as well as those who already have photographs stored on their computer and are looking for a better approach. Deciding how to store your photographs or improve the way you currently store your photographs requires a little knowledge and a plan. In either case, the end game is the same: creating a file structure that works for you and streamlines your workflow. The purpose of this article is to give you that knowledge and a roadmap to quickly get up to speed. In this article, we will:
- Give you some ways to think about organizing and managing your photographs, so that you can select an approach that works for you based on best practices and personal preferences.
- Provide you with action steps to guide you through the process.
- Give you some examples of how you may use your organizational structure to more effectively manage your workflow.
All of this can seem geeky, but the end result — a streamlined workflow, less time spent in front of the computer, and more time spent behind the camera — is worth the effort. To manage the geek factor, there is a glossary for definitions of a few frequently used technical terms.
No two photographers manage their photographs the same way and there is no one combination of organizational structure and folder/file naming convention that works for everyone. Each of us should use a file organizational structure that works for us.
Step 1: Planning your Organizational Structure
Start by thinking about your photography in terms of the subjects you shoot and the approach you are most comfortable with when it comes to saving, storing and finding your photographs.
For instance, if you would like to store and access photographs by the date they were taken, then you will probably want to use a date-based folder structure, and your folders will be named by year, month and day, an example of which is shown in Figure 1. Notice that the folder names in Figure 1 are conventional dates such as “October 10.” There are 13 options for how dates are represented in Lightroom folder names, and you will want to choose the one that works best for you.
A tip for the more organizationally obsessed among us is to name your folders in the form of YYYYMMDD (for example, 20131103 for November 11, 2013), so that they will appear in chronological order when you view them in the file system.
Figure 1 also shows how the rename function can be used to add a subject, (e.g. Halloween) to a date folder name, (Library Tab > Right click on the folder name > Rename > Rename Folder dialog box).
If you prefer to organize photographs by subject matter, you will probably want to use a subject-based folder structure in which the folder name describes the subject of the photographs in that folder, as shown in Figure 2.
More advanced users who want to combine the date and subject organizational structures should refer to Step 4.
Whether you choose a date-based or subject-based folder structure, you can also add subject-specific information to your photographs via keywords and change the names of image files during the import process to help you locate them.
In practice, the organizational structure you select is a personal choice since in Lightroom, regardless of which organization structure you choose, with as little as a couple of clicks you can:
- Add keywords
- Rename files
- Sort your folders and photographs by date
Step 2: Build Your Folder Structure and Populate Your Folders with Photographs
Having determined your organizational structure, you are ready to add folders and photographs. If you already have photographs on your computer also see Step 3 – Moving Existing Photographs. To add folders and photographs:
- Select a physical location for your photos. To simplify the process, you should put all your photographs in one place. This may be on the internal hard drive of your computer or on an external drive. For the purposes of this article, we will assume you are storing photographs on your internal drive.
- Select an existing directory for your photographs. For example, in Microsoft Windows use C:\Users\[Username]\Pictures or on Mac, use /[Username]/Pictures, where [Username] is your username. Once you select a directory, you can create your own subdirectory, for example, My Pictures
- If you have new photographs to import, open Lightroom, insert the card containing your photographs into your computer, select a source, select the images you want to import, and select Copy New Photographs. In the Destination panel on the right of the screen choose your organizational structure, select (or create) the destination folder, and import your photographs.
It is at this point you select the date-based or subject-based structure you have chosen.
- Date-based: (See Figure 3.) In this example, we are loading 5 photographs into a new folder. Since we have left Into Subfolder unchecked, selected Organize “By date”, and selected one of the 13 available date formats, Lightroom has assigned the date the photographs were taken — in this case October 28 — as the folder name. You can click on the up/down arrows next to the date format box to change date formats.When you click Import, Lightroom will import the photographs into this folder.
- Subject-based: (See Figure 4.) In this case, we want to put all the photographs on a memory card into a new folder called “Flowers.” With My Pictures highlighted, check the box Into Subfolder and enter “Flowers” in the box next to this. In the Organize box, select Into one folder. This new folder is now shown along with the existing folders.
When you click Import, Lightroom will import the selected photographs and copy them to the Flowers folder shown in Figure 5.
After completing these steps, you will have:
- Established an organizational framework that is based on your personal preferences and in line with best practices used by many other photographers.
- Created a central repository for all your photographs in one physical location.
- Created a Lightroom catalog for all your photographs and their associated metadata.
- Built the necessary foundation to back-up your work.
- Established the groundwork required to move all your photographs and your Lightroom catalog to a different machine when you upgrade.
Step 3 – Moving Existing Photographs
If you already have photographs on your computer, you can start fresh in a very manageable way without losing anything. You can establish a new organizational structure, add your new photographs and as the need arises and time permits, gradually move older photographs starting with photographs that are important to you, such as your favorites or those you are working on.
- Before making any changes in Lightroom, be sure to back up your current catalog. On Windows, select Edit > Catalog Settings > General > Backup Catalog > When Lightroom Next Exits. On Mac, select Lightroom > Catalog Settings > General > Backup Catalog > When Lightroom Next Exits. Exit and restart Lightroom.
- If your photographs are currently in Lightroom and you simply want to change a folder name to fit your new organizational structure, go to the current folder location and change the folder name within Lightroom. If you then want to re-categorize that new folder or make it a sub-folder of a category, drag and drop that folder within Lightroom.
- If your photographs are currently in Lightroom in relatively disorganized buckets and you want to reassign photographs to several different folders, go to the current folder location, select just the photographs you want to move to a particular folder, and drag and drop them to that new folder location. Repeat until photographs are appropriately relocated.
CAVEAT: It is critical to remember that any such changes should be made from inside Lightroom, and not in the file management system (that is, not in Windows Explorer® or Mac Finder®). If you reorganize your folders inside Lightroom, the program keeps track of your changes and will know where all your photographs are located. If you do it outside Lightroom, you will need to tell Lightroom the new location of your photographs — a very unnecessary step.
For photographs not currently in Lightroom, it is a very good idea to consolidate them first. For example, if you want to bring your old favorites into your new Lightroom catalog then either from inside Lightroom or using the file management system, (Windows Explorer or Mac Finder) go to My Pictures and create a folder such as “Old Favorites”. Using the file management system drag and drop your photographs to move them into the “Old Favorites” folder.
- Once you have completed moving your photographs, you must then import them into Lightroom. Importing will add the selected folders and metadata for your photographs to your Lightroom catalog.
- When you are in Input mode and have selected the photographs, use the options on the top of the screen for importing photographs to add them to your catalog.
- If you are importing photographs from a memory card, use the Copy option to copy them to a new location and add them to the catalog.
- If you have already moved your photographs as describe above, or the photographs are already on your computer and stored in a location where you want them, use the Add option to add them to the catalog without moving them.
As you go through these steps your organizational structure will very quickly take shape.
Step 4 – Combining Date and Subject-Based Organizational Structures
There are times when you want to combine a date and subject organizational structure, and Lightroom offers us that flexibility.
Building on the example in Step 3.4 above, suppose you have moved your old favorites, are ready to import them into Lightroom using the folder name “Old Favorites,” and want them sorted by the dates the photographs were taken.
In this example, I am importing 170 photographs, (my old favorites) into a new folder as shown in Figure 6.
Checking the box “Into Subfolder” and entering “Old Favorites,” tells Lightroom to create that subject folder. Selecting “By Date” in the Organize box, tells Lightroom to retain the date structure. Selecting a date format, tells Lightroom how dates should look.
When I click Import, Lightroom will import the photographs into this subject folder organized by the date the photographs were taken.For more advanced users, another way to combine date-based and subject-based organizational structures is to name your folders with both date and subject as shown in Figure 7.
In this example, photographs are stored in folders named by year (for example, 2013) with sub-folders named with both date and subject (for example, 1305-JoshuaTree for photographs shot in May 2013 in Joshua Tree National Park). In this way, you can quickly access a specific subject by shoot date.
Caveat: It is not possible to create a date folder and modify the folder name by adding a subject while importing photographs into Lightroom. You can use the file management system, (Windows Explorer or Mac Finder) to create the folder, load your photographs into the folder and then import them into Lightroom, or you can import your photographs into Lightroom and change the name of the folder, (Library Tab > Right click on the folder name > Rename > Complete Rename Folder dialog box).
Some examples of how an organization structure can help you manage your workflow.
Following are some examples of how using a predetermined organizational structure has streamlined my Lightroom workflow.
Use Case 1: I often shoot more than one location and subject in a day and download my photographs at the end of the day. Previously I downloaded a day’s shooting from the card by subject, but found this took too much time.
Now I start by downloading all of a day’s shooting into one folder. From that folder, I select the photographs related to a specific location or subject and either drag and drop them into an existing folder containing the same subjects, or if I do not already have a folder, create a new folder or sub-folder. For instance, I recently went on a 6-day trip to Sedona, AZ without my computer. When I returned, I created a folder called “Sedona” and imported all of my photographs into that folder. I then quickly went through all of those photographs and selected them by location, (e.g. West Fork Trail, Cathedral Rock, Honanki Ruins) and relocated them into sub-folders with those names. Now with all similar photographs in sub-folders, I am able to quickly compare and select photographs to work on, change file names, add relevant keywords, add GPS, and sync metadata settings.
Use Case 2: While I do most of my work in Lightroom, I occasionally edit photographs in Photoshop, Silver Efex Pro 2, or other tools. When you save an image in another application, that application changes the original file extension from .NEF (Nikon) or .CR2 (Canon) to .PSD, .TIF or .JPG. These new versions are typically stacked with the original RAW photographs. This can get confusing and made it difficult to identify the versions of photographs I was working on.
To solve this problem, I now create a sub-folder called WIP (Work–in-Progress) for each folder I work on, (see Travel > London > WIP in Figure 2 for an example). When I am working on an image, I perform a Save-As at various stages, assign a file name that makes sense to me, and select the particular WIP sub-folder as the destination.
The end result is that my original RAW files are contained in one folder and all of my work-in-process is contained in a separate sub-folder. It is now very easy for me to look at my post-processing, see what steps I performed, and to pick up at any point.
Directory: Information on your computer is organized in a hierarchical structure. At the top of the hierarchy is the root directory. (On Windows, C:\ or on Mac, /.) A directory may itself contain other directories referred to as sub-directories.
Sub-directory: A directory hierarchically below another directory. Sub-directories may be stacked and contain applications, folders, and files that are stored on your computer. For example, In Windows, the subdirectory “My Pictures” mentioned in the article where I store all of my photographs is located in C:\Users\Mike\Pictures\My Pictures.
Folders: In graphical user interfaces such as Windows and the Macintosh® environment, a folder is an object that can contain multiple photographs. For example, the folder October 10 in Figure 1 and the folder London in Figure 2 contain photographs relevant to that date or to that subject.
Sub-folder: A folder hierarchically below another folder, e.g. the subfolder WIP in the folder London in Figure 2.
File and Filename: Every image is a file and must have a file name. A file name is comprised of a name and an extension, for example, “Flowers_1234.jpg.” “Flowers_1234” is the file name, and “jpg” is the file extension. Within a single folder filenames must be unique, so it is a good idea to leave the original image number assigned by your camera in the file name as shown, (_1234). The file extension defines the type of file. In photography, we are mainly interested in types with the extensions .NEF (Nikon), .CR2 (Canon), .PSD (Photoshop), .TIF (Tagged Image File Format, a common way of storing high resolution images without compression), .JPG (Joint Photographic Expert Group, a common way of storing images with some lossy compression), .CMYK, and .PDF (Portable Document Format, a way of storing documents independent of application software, hardware, and operating system).
Metadata: Refers to data about the content of your photographs. Select an image in the Library module and click on Metadata to see its metadata.
Catalog as used by Adobe Lightroom: When you launch Lightroom and import photos, Lightroom creates a catalog file (Lightroom Catalog.lrcat). The catalog does not contain your photos, but it does keep track of your photos and the information about them (the metadata). Your actual photographs are located in a separate directory in your file system such as My Pictures. Most people keep all their photos in one catalog. It is important to back-up your catalog periodically. On Windows, Edit > Catalog Settings > General > Back up catalog. On Mac, Lightroom > Catalog Settings > General > Back up catalog.
Import as used by Adobe Lightroom: You must import photos into the Lightroom catalog to begin working with them in Lightroom. Importing tells Lightroom where photos in the catalog are located. During import, you can choose either to move or copy the photo files into a specific folder. As photos are imported, you can rename them, apply Develop module adjustments, embed metadata, apply keywords, and even back up the original photos to a different folder.
About Mike Watson: Mike Watson has an extensive and varied background in consulting, business, operations and technology. He’s most likely to be found these days behind a camera, or processing his photos in Lightroom and Photoshop and he shows his work on http://www.flickr.com/photos/mikemwatson/.
About CJ Glynn: A Silicon Valley veteran, CJ Glynn is currently Chief Marketing Officer at Fusion, the world’s first smartphone-controlled, LED-based smartband that responds to music and motion. When not hawking wearable technology, CJ is likely to be capturing natural light landscape, travel and commercial photographs, which he shows on http://www.flickr.com/photos/cjglynn/.
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