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Information and Data Naming Guidelines

Clear and consistent naming helps everyone find files quickly, supports collaboration, and ensures information can be managed and preserved over time.

As Microsoft Teams and SharePoint sites continue to multiply, applying consistent naming conventions is essential. 

Remember: consistency is key.

Top 5 Rules

  1. Use meaningful titles 
    The name should clearly describe the content or activity. 
    Example: Waste Reduction Project 2026.xls

  2. Keep names short 
    Aim for under 60 characters.

  3. Avoid special characters 
    Do not use periods, commas, special characters, or excessive abbreviations.

  4. Use the ISO date format 
    YYYY-MM-DD allows documents to sort chronologically. 
    Example: 2025-08-12 Hiring Committee.doc

  5. When naming files or folders related to a person: 
    Use LAST NAME First name 
    Example: SMITH John

Good Examples

  • Waste Reduction Project 2020.xls

  • Statistics Admissions 2019.pdf

  • Team Meeting 2019-11-03.pdf

  • BUELL Susie.doc

  • Reference Documentation.xls

 

Top 4 Rules

1. Add a unit prefix to the site or Team name 

(e.g., Records Management and Archives = RMA-Files,

        RMA-Projects)

2. Reflect the activity or purpose in the name 

        This makes sites and Teams easier to identify, manage, and find.

3. Avoid Redundant or System Words (such as Teams,     SharePoint, Site)

        These are already implied by the platform.

4. Use Consistent Naming Conventions

        Apply the same structure across all sites and Teams.

 

Good Examples

  • RMA Shared
  • University Advancement - Social Media
  • JMSB - Office of the Dean

 

 

 

 

Common Naming Errors to Avoid

  • Including the file format in the title
    Example : File Requests Excel Spreadsheet.xls

  • Adding “Team” or “Site” to the name:
    Example : Student Services Team

  • Running words together 
    Example : MeetingMinutes.doc

  • Using employee names as filenames 
    Example : Julie Project.pdf

  • Using vague terms
    Example : miscellaneous, various or correspondence

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