Unit 1: Alphabetic Card Filing Flashcards
Rule 1: Alphabetizing Names
- Compare the first units of the names letter by letter
- If the first units are identical, compare the second units letter by letter.
- If the first two units are identical, compare the third units letter by letter, and so on.
Rule 2: Nicknames and Abbreviated First Names
Nicknames (Jimmy , Annie, Johnny) and abbreviated first names (Wm., Chas., Robt.) are indexed and alphabetized as written. Abbreviations not spelled out.
Rule 3: Nothing before Something-single unit name
Zack or Smith alphabetized before the same name that has additional filing units
ex. Zack before James Zack
Rule 3: Last name with first initial only
alphabetized before same last name that has a full first name beginning with same letter.
ex. B. Thomas before Betty Thomas
Rule 4: Names with Prefixes
a last name that begins with a prefix (McLean or De Leon) considered one unit. prefix and last name written as one word with no spaces or punctuation marks.
Do not spell out prefixes St. and Ste. (for Saint)
Rule 5: Hyphenated Names
considered one unit. ignore hyphen and write two words together as one word. ex. Anne-Marie or Kubelek-Levine
Rule 6: Unusual and Foreign Names
when unsure about the surname, consider the last written part to be surname. index and alphabetize as usual
Rule 7: Seniority Designations
identical names use last indexing unit to determine correct alphabetical order.
arabic numbers (3rd and 4th) filed before all Roman numerals (III and IV). both Arabic and Roman numbers
filed in numeric order before words Jr. and Sr.
Rule 8: Titles and Degrees
Give examples of personal and professional titles
personal- Mr., Mrs. and Ms.
professional- Dr,, Mayor, and Senator
8: Give examples of military ranks and academic degrees
military ranks- Major, Gen., Private
academic degrees- PhD, M.A., M.D.
8:What are the rules for filing degrees and titles?
not considered in filing except to distinguish 2 or more identical names
last indexing unit (after all other units, including seniority titles)
Rule 9: Religious and Royal Titles and Pseudonyms
personal names that begin with religious or royal titles (Father or Queen) followed by only a first name and a pseudonym (made-up name, Little Richard) indexed and alphabetized as written
Rule 10: Identical Names
addresses determine correct filing order.
compared by town or city name, state or province, street name, and house or building number in ascending order
Rule 11: Company Names
indexed and alphabetized as written.
personal names not transposed (rearranged).
11:Name other rules with company names
prepositions (as,in, of, at), conjunctions ( and,but, or) and articles ( a, an) are separate filing units
“the” is indexed and filed as the last unit.
Rule 12: Abbreviations in company names
indexed and alphabetized as written, omitting punctuation marks. ex. Mfg., Inc., Co.
Rule 12: Single Letters in company names
with spaces between letters (A B C Company), each letter is separate indexing unit.
with no spaces between the letters ( CU Company), all letters indexed and alphabetized as one unit.
Rule 13: Hyphenated Company Names
considered one unit. indexed and filed as one word (without the hyphen).
ex. Wilson-Wyatt Company, New-U-C Window Company
Rule 14: Compass Points in Company Names
indexed and alphabetized as written.
ex. North and Northeast is one unit; North East is two units
Rule 15: Company Names with Prefixes
city name is one unit. ex. San Antonio Services, Des Moines Electric Co., Los Angeles Music Store.
common prefixes: Del, Des, El, Las, Los, St. , San, Santa, and Terre.ule 17
Rule 16: Symbols in Company Names
examples: $(dollar or dollars) +(plus) %(per cent) #(pound or number) and & (and)
Rule 16: symbols in Co names
indexed and alphabetized and spelled in full
all spelled-out symbols except and (&) are capitalized
Rule 17: Possessives and Contractions in Company Names
ignore apostrophe in possessives (Moe’s Garage) and in contractions (Can’t Guess Beauty Salon)
Rule 17: Possessive and Contractions in company names
all punctuation marks (periods, commas, dashes, hyphens, exc lamation marks) are ignored
Rule 18: Identical Company name
address is used for correct filing order
Rule 18: identical company name
compare in following order: 1. city or town, 2. state or province, 3. street or avenue, 4. building number in ascending numeric orderule 19
Rule 19: Numbers in Company names
numbers (3 Amigos Restaurant and 4 Corners Garage) are not spelled out. filed in ascending order
Rule 19-hyphenated numbers
hyphenated numbers (6-12 Convenience Store) indexed and filed according to the number before the hyphen(6) the number after (12) is ignored.
Rule 19-ordinal number
an ordinal number (1st,2nd,8th), the st, nd, and th is ignored
Rule 19-spelled-out numbers
spelled-out numbers (Ninth Street Deli) are filed alphabetically as usual
Rule 20: Government Names
unit 1 - country/prov., state, country, city
“City of” included only if official name and clarity
Rule 20: Government names
unit 2: distinctive name
Rule 20: Government names
unit 3: general parts of official name