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The beauty of tagging, as you may know, is that you can easily assign multiple categorizations and topics to each item, rather than just having them exist at one location which defines it as a type or part of a static collection. I still use the shallow hierarchy of folders that drill down to individual projects and topics, so it's not a "one pile" deal. I couldn't function like that; it's difficult to weed, and if metadata is lost, so is the file, essentially. I use folders to maintain filesystem sanity. I use tags and other metadata to maintain my sanity.

 

I also use tags on iCal events, emails, web sites and other elements of my system. They're easy to filter in searches and allow me to make a project "folder" that contains more types of data than Finder would normally make convenient.

 

[...]

 

The secret, which I've learned from a few years of doing this, is to tag intelligently, sparingly and consistently. Being liberal with tags like "important" or "flagged" just means more upkeep and reviews that have to be done to keep the tags relevant. While tags like "neat" or "supercool" seem silly to me, I use one "inspiration" tag on anything that I'm saving just because it's, well, inspirational. I have a Smart Folder in Finder that pulls up everything with that tag, and then I can filter the files based on date, type, etc. If I add additional tags, they are pretty general, such as "color," "webdesign," or "productivity." These are big buckets I can dive into when I need an idea, or a kick in the pants. The tags on project and research files tend to be more specific, and I can drill down to precise sets of files by typing a few words in Tags or HoudahSpot.

 

To keep the cruft down, I use tags which aren't already defined by other metadata like the creation or modified date, the filetype, the filename, etc. I do tag files with the name of their parent project or topic, even though it's often redundant to the folder hierarchy. This allows me to tie projects together across multiple folders, disks or even servers. Sometimes a file is more strongly tied to a topic than it is to an individual project. Say it's a general reference item or a stock photo that I gathered while working on a specific project, but that I know I'll need again. I put it into a reference folder or photo collection, and tag it with the related project. It's easy to view it in the context of the project with a tag search, but part of a larger collection of similar items at the same time.

 

When in doubt, I usually choose tags based on the first thought that pops into my head. Chances are, when I'm looking for it again in a year, I'll have the same thought. It doesn't always work, but I've had a pretty good success rate over the last couple of years. As often as possible I try to reuse tags; a tag that reveals one or two files is a useless tag. My "Yearly Review" includes weeding out tags that have very few associated files, or that could be merged into more common tags.

The beauty of tagging, as you may know, is that you can easily assign multiple categorizations and topics to each item, rather than just having them exist at one location which defines it as a type or part of a static collection. I still use the shallow hierarchy of folders that drill down to individual projects and topics, so it's not a "one pile" deal. I couldn't function like that; it's difficult to weed, and if metadata is lost, so is the file, essentially. I use folders to maintain filesystem sanity. I use tags and other metadata to maintain my sanity.

 

I also use tags on iCal events, emails, web sites and other elements of my system. They're easy to filter in searches and allow me to make a project "folder" that contains more types of data than Finder would normally make convenient.

 

[...]

 

The secret, which I've learned from a few years of doing this, is to tag intelligently, sparingly and consistently. Being liberal with tags like "important" or "flagged" just means more upkeep and reviews that have to be done to keep the tags relevant. While tags like "neat" or "supercool" seem silly to me, I use one "inspiration" tag on anything that I'm saving just because it's, well, inspirational. I have a Smart Folder in Finder that pulls up everything with that tag, and then I can filter the files based on date, type, etc. If I add additional tags, they are pretty general, such as "color," "webdesign," or "productivity." These are big buckets I can dive into when I need an idea, or a kick in the pants. The tags on project and research files tend to be more specific, and I can drill down to precise sets of files by typing a few words in Tags or HoudahSpot.

 

To keep the cruft down, I use tags which aren't already defined by other metadata like the creation or modified date, the filetype, the filename, etc. I do tag files with the name of their parent project or topic, even though it's often redundant to the folder hierarchy. This allows me to tie projects together across multiple folders, disks or even servers. Sometimes a file is more strongly tied to a topic than it is to an individual project. Say it's a general reference item or a stock photo that I gathered while working on a specific project, but that I know I'll need again. I put it into a reference folder or photo collection, and tag it with the related project. It's easy to view it in the context of the project with a tag search, but part of a larger collection of similar items at the same time.

 

When in doubt, I usually choose tags based on the first thought that pops into my head. Chances are, when I'm looking for it again in a year, I'll have the same thought. It doesn't always work, but I've had a pretty good success rate over the last couple of years. As often as possible I try to reuse tags; a tag that reveals one or two files is a useless tag. My "Yearly Review" includes weeding out tags that have very few associated files, or that could be merged into more common tags.

The beauty of tagging, as you may know, is that you can easily assign multiple categorizations and topics to each item, rather than just having them exist at one location which defines it as a type or part of a static collection. I still use the shallow hierarchy of folders that drill down to individual projects and topics, so it's not a "one pile" deal. I couldn't function like that; it's difficult to weed, and if metadata is lost, so is the file, essentially. I use folders to maintain filesystem sanity. I use tags and other metadata to maintain my sanity.

I also use tags on iCal events, emails, web sites and other elements of my system. They're easy to filter in searches and allow me to make a project "folder" that contains more types of data than Finder would normally make convenient.

[...]

The secret, which I've learned from a few years of doing this, is to tag intelligently, sparingly and consistently. Being liberal with tags like "important" or "flagged" just means more upkeep and reviews that have to be done to keep the tags relevant. While tags like "neat" or "supercool" seem silly to me, I use one "inspiration" tag on anything that I'm saving just because it's, well, inspirational. I have a Smart Folder in Finder that pulls up everything with that tag, and then I can filter the files based on date, type, etc. If I add additional tags, they are pretty general, such as "color," "webdesign," or "productivity." These are big buckets I can dive into when I need an idea, or a kick in the pants. The tags on project and research files tend to be more specific, and I can drill down to precise sets of files by typing a few words in Tags or HoudahSpot.

To keep the cruft down, I use tags which aren't already defined by other metadata like the creation or modified date, the filetype, the filename, etc. I do tag files with the name of their parent project or topic, even though it's often redundant to the folder hierarchy. This allows me to tie projects together across multiple folders, disks or even servers. Sometimes a file is more strongly tied to a topic than it is to an individual project. Say it's a general reference item or a stock photo that I gathered while working on a specific project, but that I know I'll need again. I put it into a reference folder or photo collection, and tag it with the related project. It's easy to view it in the context of the project with a tag search, but part of a larger collection of similar items at the same time.

When in doubt, I usually choose tags based on the first thought that pops into my head. Chances are, when I'm looking for it again in a year, I'll have the same thought. It doesn't always work, but I've had a pretty good success rate over the last couple of years. As often as possible I try to reuse tags; a tag that reveals one or two files is a useless tag. My "Yearly Review" includes weeding out tags that have very few associated files, or that could be merged into more common tags.

added link to GitHub repository for James Berry's tag tool
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The easiest way to use tags on the command line is to install James Berry's command-line toolJames Berry's command-line tool tag, which can be installed with either of two package managers: Homebrew (brew install tag) or MacPorts (sudo port install tag). After installing tag, you can use it to search for tags and to tag files on the command line; for more information, consult tag --help or man tag. You can also use tag in scripts, either stand-alone shell scripts or as part of an Automator workflow.

The easiest way to use tags on the command line is to install James Berry's command-line tool tag, which can be installed with either of two package managers: Homebrew (brew install tag) or MacPorts (sudo port install tag). After installing tag, you can use it to search for tags and to tag files on the command line; for more information, consult tag --help or man tag. You can also use tag in scripts, either stand-alone shell scripts or as part of an Automator workflow.

The easiest way to use tags on the command line is to install James Berry's command-line tool tag, which can be installed with either of two package managers: Homebrew (brew install tag) or MacPorts (sudo port install tag). After installing tag, you can use it to search for tags and to tag files on the command line; for more information, consult tag --help or man tag. You can also use tag in scripts, either stand-alone shell scripts or as part of an Automator workflow.

added and reorganized info about tagging item from multiple apps
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  1. Organize stuff by project, just like Gleeson and Allen recommended, as I mentioned above;above (and in addition to creating a project folder in your folder hierarchy, you can also create a tag for the project, and create a Smart Folder to retrieve all items tagged with that project tag, including email and calendar events, as described below);
  2. Organize stuff by its importance to you, which means that stuff you think is important should be highly visible and accessible, and stuff you think is less important should be less visible, so as not to distract you with clutter (part of the purpose of the "Archives" folder mentioned above is to make older, closed projects less visible, and hierarchical folders in general are great for hiding stuff that is less important);
  3. Organize stuff by context, which means in connection to related attributes: internal context includes your thoughts while you were interacting with an item (these thoughts can be put into tags, as Brett Terpstra describes in a quotation below), external context includes the place where you were or the other items that you were using while you were using an item (these contexts can be put into tags or links); social context includes other people related to the item, such as other people who have edited the item; and temporal context includes when you last edited an item, why, and what state you left it in (this information is put in, for example, a file's date modified and date created, and in the file versioning system available in macOS since Lion (10.7), and more explicitly in the "commit" messages used in version control systems such as Git).

In the Finder, make sure you have the Edit Tags button enabled in the toolbar of Finder windows (it is enabled by default, but if you disabled it you can enable it again from the Finder menu View > Customize Toolbar...) and the Tags list enabled in the sidebar of Finder windows (it too is enabled by default, but if you disabled it you can enable it again from the Finder menu Finder > Preferences... > Sidebar). You can customize the list of tags in the sidebar from the Finder menu Finder > Preferences... > Tags. In the Finder, you can select file(s) and then add or remove tags by using the Edit Tags button (add a keyboard shortcut in the Keyboard system preference pane if you wish) or the Get Info window (command + I) or the Inspector modal window (option + command + I). If you click on your computer in the sidebar of a Finder window and then use the search field, you can also edit the tags of any email that appears in the search results.

You can search by tags in the search field in the toolbar of Finder windows: just start typing the name of a tag, and a menu will drop down with a list of tags: click on the desired tag to finish the search. (Then click on the Save button if you want to save the search as a Smart Folder.) You can search for tags in Spotlight searches by typing the prefix tag: and then the tag name. In both of these search fields, you can also search for multiple tags at once and use the Boolean operators AND, OR, and NOT (or the minus sign , which means NOT) to narrow search results: for example, tag:trip NOT tag:france is equivalent to tag:trip -tag:france. If you search your entire computer with Spotlight, you can also edit the tags of any email (from Mail.app), calendar events (from local or iCloud calendars in Calendar.app), or reminders (from Reminders.app) that appear in the search results; this is a great way to tag items from multiple apps for inclusion in a single tag search result or Smart Folder.

The Finder is not always the best way to browse by tags. Some people have called tags "Finder tags"—but this phrase is a misnomer because tags are an extended attribute in the filesystem and are not limited only to the Finder! You can also tag files and browse by tags in third-party apps such as Fresh and Leap from Ironic Software. I find Leap to be an especially excellent way to manage tags, thanks to its tag cloud and many ways of viewing files that are not available in the Finder. You can also index your files in the information-management app DEVONthink, which reads and writes standard tags but also allows you to organize tags into a hierarchy, which allows for what librarians call faceted classificationfaceted classification.

  1. Organize stuff by project, just like Gleeson and Allen recommended, as I mentioned above;
  2. Organize stuff by its importance to you, which means that stuff you think is important should be highly visible and accessible, and stuff you think is less important should be less visible, so as not to distract you with clutter (part of the purpose of the "Archives" folder mentioned above is to make older, closed projects less visible, and hierarchical folders in general are great for hiding stuff that is less important);
  3. Organize stuff by context, which means in connection to related attributes: internal context includes your thoughts while you were interacting with an item (these thoughts can be put into tags, as Brett Terpstra describes in a quotation below), external context includes the place where you were or the other items that you were using while you were using an item (these contexts can be put into tags or links); social context includes other people related to the item, such as other people who have edited the item; and temporal context includes when you last edited an item, why, and what state you left it in (this information is put in, for example, a file's date modified and date created, and in the file versioning system available in macOS since Lion (10.7), and more explicitly in the "commit" messages used in version control systems such as Git).

In the Finder, make sure you have the Edit Tags button enabled in the toolbar of Finder windows (it is enabled by default, but if you disabled it you can enable it again from the Finder menu View > Customize Toolbar...) and the Tags list enabled in the sidebar of Finder windows (it too is enabled by default, but if you disabled it you can enable it again from the Finder menu Finder > Preferences... > Sidebar). You can customize the list of tags in the sidebar from the Finder menu Finder > Preferences... > Tags. In the Finder, you can select file(s) and then add or remove tags by using the Edit Tags button (add a keyboard shortcut in the Keyboard system preference pane if you wish) or the Get Info window (command + I) or the Inspector modal window (option + command + I). If you click on your computer in the sidebar of a Finder window and then use the search field, you can also edit the tags of any email that appears in the search results.

You can search by tags in the search field in the toolbar of Finder windows: just start typing the name of a tag, and a menu will drop down with a list of tags: click on the desired tag to finish the search. (Then click on the Save button if you want to save the search as a Smart Folder.) You can search for tags in Spotlight searches by typing the prefix tag: and then the tag name. In both of these search fields, you can also search for multiple tags at once and use the Boolean operators AND, OR, and NOT (or the minus sign , which means NOT) to narrow search results: for example, tag:trip NOT tag:france is equivalent to tag:trip -tag:france.

The Finder is not always the best way to browse by tags. Some people have called tags "Finder tags"—but this phrase is a misnomer because tags are an extended attribute in the filesystem and are not limited only to the Finder! You can also tag files and browse by tags in third-party apps such as Fresh and Leap from Ironic Software. I find Leap to be an especially excellent way to manage tags, thanks to its tag cloud and many ways of viewing files that are not available in the Finder. You can also index your files in the information-management app DEVONthink, which reads and writes standard tags but also allows you to organize tags into a hierarchy, which allows for what librarians call faceted classification.

  1. Organize stuff by project, just like Gleeson and Allen recommended, as I mentioned above (and in addition to creating a project folder in your folder hierarchy, you can also create a tag for the project, and create a Smart Folder to retrieve all items tagged with that project tag, including email and calendar events, as described below);
  2. Organize stuff by its importance to you, which means that stuff you think is important should be highly visible and accessible, and stuff you think is less important should be less visible, so as not to distract you with clutter (part of the purpose of the "Archives" folder mentioned above is to make older, closed projects less visible, and hierarchical folders in general are great for hiding stuff that is less important);
  3. Organize stuff by context, which means in connection to related attributes: internal context includes your thoughts while you were interacting with an item (these thoughts can be put into tags, as Brett Terpstra describes in a quotation below), external context includes the place where you were or the other items that you were using while you were using an item (these contexts can be put into tags or links); social context includes other people related to the item, such as other people who have edited the item; and temporal context includes when you last edited an item, why, and what state you left it in (this information is put in, for example, a file's date modified and date created, and in the file versioning system available in macOS since Lion (10.7), and more explicitly in the "commit" messages used in version control systems such as Git).

In the Finder, make sure you have the Edit Tags button enabled in the toolbar of Finder windows (it is enabled by default, but if you disabled it you can enable it again from the Finder menu View > Customize Toolbar...) and the Tags list enabled in the sidebar of Finder windows (it too is enabled by default, but if you disabled it you can enable it again from the Finder menu Finder > Preferences... > Sidebar). You can customize the list of tags in the sidebar from the Finder menu Finder > Preferences... > Tags. In the Finder, you can select file(s) and then add or remove tags by using the Edit Tags button (add a keyboard shortcut in the Keyboard system preference pane if you wish) or the Get Info window (command + I) or the Inspector modal window (option + command + I).

You can search by tags in the search field in the toolbar of Finder windows: just start typing the name of a tag, and a menu will drop down with a list of tags: click on the desired tag to finish the search. (Then click on the Save button if you want to save the search as a Smart Folder.) You can search for tags in Spotlight searches by typing the prefix tag: and then the tag name. In both of these search fields, you can also search for multiple tags at once and use the Boolean operators AND, OR, and NOT (or the minus sign , which means NOT) to narrow search results: for example, tag:trip NOT tag:france is equivalent to tag:trip -tag:france. If you search your entire computer with Spotlight, you can also edit the tags of any email (from Mail.app), calendar events (from local or iCloud calendars in Calendar.app), or reminders (from Reminders.app) that appear in the search results; this is a great way to tag items from multiple apps for inclusion in a single tag search result or Smart Folder.

The Finder is not always the best way to browse by tags. Some people have called tags "Finder tags"—but this phrase is a misnomer because tags are an extended attribute in the filesystem and are not limited only to the Finder! You can also tag files and browse by tags in third-party apps such as Fresh and Leap from Ironic Software. I find Leap to be an especially excellent way to manage tags, thanks to its tag cloud and many ways of viewing files that are not available in the Finder. You can also index your files in the information-management app DEVONthink, which reads and writes standard tags but also allows you to organize tags into a hierarchy, which allows for what librarians call faceted classification.

added ideas from the book The Science of Managing Our Digital Stuff (2016)
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noted (parenthetically) that you can set a keyboard shortcut for the Finder menu item "Tags..."
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added links
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corrected spelling
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added more live links thanks to someone who upvoted this post so that I have enough reputation to do so
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