File Management – Saving and Exporting in Generic Formats
Learning Objectives (AO1‑AO3)
- AO1: Identify the most suitable generic (universal) file format for a given task.
- AO2: Apply the correct procedure to save or export a document, spreadsheet, image, web page or database.
- AO3: Analyse how the choice of format affects file size, layout preservation, data integrity and future editability.
1. Why Use Generic (Universal) Formats?
- Recognised by all major operating systems and software packages.
- Allow content to be shared, archived and imported into other programmes without needing the original application.
- Often required for exam submissions, online assessments and collaborative projects.
2. Core File‑Management Concepts (Syllabus 11.1)
2.1 Hierarchical Folder Structure
Organise work in logical, nested folders. A typical structure for an IGCSE project might be:
ICT/└─ Year2/
└─ Project/
├─ Data/
├─ Images/
├─ Drafts/
└─ Final/
Benefits:
- Easy to locate files quickly.
- Reduces the risk of overwriting or losing work.
- Facilitates clear version control.
2.2 File‑Naming Conventions (Syllabus 11.1)
- Use short, meaningful names –
Report, Chart, SurveyData. - Include a version number:
Reportv01.docx, Reportv02.docx, … - Avoid spaces and special characters; use underscores or hyphens if needed:
SurveyResults2025.csv. - Never use the following characters (they are illegal in Windows/macOS file names):
/ \ : * ? " < > |. - Keep the extension visible and correct (e.g.,
.pdf, .png).
2.3 Choosing Between Native and Generic Formats
| Consideration | Native format (e.g., .docx, .xlsx) | Generic format (e.g., .pdf, .csv) |
|---|
| Purpose | Further editing required | Final submission, sharing, archiving |
|---|
| Layout preservation | May change on another computer | Exact appearance retained |
|---|
| File‑size | Often larger (contains extra metadata) | Usually smaller (compressed or stripped of extra data) |
|---|
| Compatibility | Requires specific software | Widely readable on any device |
|---|
2.4 Saving vs Exporting (AO2)
- Saving writes the file in its native format (
.docx, .xlsx, etc.). The original file remains unchanged. - Exporting creates a copy in a different, usually more universal, format (
.pdf, .csv, …) while leaving the native file untouched.
Checklist – Export vs. Save
- Do I need to edit the file later? – Save in native format.
- Is a fixed layout required for the examiner or client? – Export to
.pdf or .rtf. - Will the file be opened on a different computer or OS? – Export to a generic format.
- Have I kept the original (native) version safe? – Store it in the
Drafts folder.
3. Reducing File Size (Syllabus 11.2)
3.1 Compression (ZIP/RAR)
- Combine one or more files/folders into a single archive (
.zip or .rar) to make transfer easier and reduce total size. - When to compress:
- Before emailing a collection of files.
- When submitting a project that contains many images or data files.
- Never compress files that are already heavily compressed (e.g.,
.jpg, .png) – this adds no size benefit.
- How to create a ZIP (Windows):
- Select the file(s) or folder.
- Right‑click → Send to → Compressed (zipped) folder.
- Rename the archive clearly, e.g.,
Project_2025.zip.
- How to extract (macOS):
- Double‑click the
.zip file. - The contents are automatically unpacked into the same folder.
3.2 Image‑Specific Size Reduction (Syllabus 12)
- DPI (dots per inch):
- 72 dpi – standard for web and screen display.
- 300 dpi – required for high‑quality print.
- Colour depth:
- 24‑bit (true colour) – 16.7 million colours; larger files.
- 8‑bit (256 colours) – suitable for simple graphics; reduces size dramatically.
- Resizing vs. Resampling:
- Resize changes the image’s dimensions (e.g., 1200 × 800 px → 600 × 400 px) without altering pixel data.
- Resample adds or removes pixels, affecting image quality; use only when a specific pixel size is needed.
- Export photographs as
.jpg (lossy) and graphics with text or transparency as .png (lossless).
4. Common Generic File Types
| Extension | Full Name | File Type | Typical Use | Lossless / Lossy | Example Application |
|---|
| .txt | Plain Text | Text | Notes, scripts, log files | Lossless | Notepad, TextEdit |
| .csv | Comma‑Separated Values | Data Table | Spreadsheet data, database import/export | Lossless | Excel, LibreOffice Calc |
| .rtf | Rich Text Format | Formatted Text | Documents with basic formatting that need cross‑platform compatibility | Lossless | Word, WordPad |
| .pdf | Portable Document Format | Document | Final reports, forms, e‑books – layout preserved | Lossless (visual) | Adobe Acrobat, LibreOffice |
| .css | Cascading Style Sheets | Style Sheet | Styling web pages, separating design from content | Lossless | VS Code, Notepad++ |
| .htm / .html | HyperText Markup Language | Web Page | Creating and sharing web pages | Lossless | Dreamweaver, Sublime Text |
| .jpg / .jpeg | Joint Photographic Experts Group | Image | Photographs, web graphics where small file size is important | Lossy | Photoshop, GIMP |
| .png | Portable Network Graphics | Image | Graphics with transparency, screenshots, diagrams | Lossless | Photoshop, GIMP |
5. Step‑by‑Step Procedures for Exporting / Saving
5.1 Plain Text – .txt
- Open the file in a plain‑text editor (e.g., Notepad).
- Choose File → Save As….
- Select
Text Documents (*.txt) as the file type. - Enter a concise name (e.g.,
log_2025-12.txt) and click Save.
5.2 Comma‑Separated Values – .csv
- Enter data in a spreadsheet (Excel, LibreOffice Calc).
- Click File → Save As… (or Export).
- Choose
CSV (Comma delimited) (*.csv). - If prompted, confirm UTF‑8 encoding and click Save.
5.3 Rich Text Format – .rtf
- Open the document in a word processor.
- Select File → Save As….
- Pick
Rich Text Format (*.rtf) from the list. - Name the file (e.g.,
Letter_v01.rtf) and click Save.
5.4 Portable Document Format – .pdf
- In the source application (Word, PowerPoint, Excel, etc.) choose File → Export or Print.
- If using Export, select
PDF (*.pdf), set any security/compression options, then click Export. - If using Print, select a virtual printer such as “Microsoft Print to PDF” and print to create the PDF.
- Open the PDF to verify that fonts, images and layout appear correctly.
5.5 Cascading Style Sheets – .css
- Open a code editor (VS Code, Notepad++).
- Write or paste your CSS rules.
- Choose File → Save As….
- Enter a filename ending in
.css (e.g., styles.css) and click Save.
5.6 HyperText Markup Language – .htm / .html
- Create the markup in a text or code editor.
- Start with
<!DOCTYPE html> for HTML5 compliance. - Save the file with the extension
.html (or .htm), e.g., index.html. - Use relative paths for linked files (e.g.,
css/styles.css, images/photo.jpg).
5.7 JPEG Image – .jpg / .jpeg
- Open the photograph in an image editor (Photoshop, GIMP).
- Choose File → Export As… or Save for Web.
- Select
JPEG as the format. - Adjust the quality slider (60‑80 % is a good balance) and click Export/Save.
5.8 PNG Image – .png
- Open the graphic in an image editor.
- Choose File → Export As… or Save As….
- Select
PNG as the format. - Set transparency or interlacing options if required, then click Export/Save.
6. Applying Generic Formats Across the Syllabus (Sections 12‑21)
6.1 Images – Editing & File‑Size Impact (Syllabus 12)
- Insert & resize: Insert → Picture; hold Shift to maintain aspect ratio.
- Crop: removes unwanted areas without changing the file’s resolution.
- Resolution choices: 72 dpi for web, 300 dpi for printed reports.
- Colour depth: use 8‑bit for simple diagrams, 24‑bit for photographs.
- Export photographs as
.jpg; graphics with text or transparency as .png.
6.2 Layout, Styles & Proof‑Reading (Syllabi 13‑15)
- Apply headings, bold, italics, tables and lists before exporting to
.pdf or .rtf. - Run spell‑check and grammar tools; errors are carried into the final generic file.
- Use “Print preview” to confirm page breaks, headers/footers and table alignment before export.
6.3 Graphs & Charts (Syllabus 16)
- Create charts in a spreadsheet.
- Export the underlying data as
.csv for further analysis. - Export the visual chart as an image:
.png for crisp lines and text..jpg only for photographic charts where file size is critical.
6.4 Databases – Import/Export (Syllabus 18)
- In Access (or similar), choose Export → Text File.
- Select
.csv (comma‑delimited) or .txt (tab‑delimited) and define field delimiters. - In the spreadsheet programme, use File → Open and select “Text CSV” to import the data.
6.5 Presentations – Export Options (Syllabus 19)
- Export the whole deck as
.pdf for a read‑only version that preserves layout. - Export individual slides as
.png when they must be embedded in a document or website.
6.6 Website Authoring – Correct Extensions (Syllabus 21)
- HTML files must be saved as
.html (or .htm) and CSS files as .css. - Use relative paths (e.g.,
images/photo.jpg) so the site works after moving folders or uploading to a server. - Test the site in at least two browsers (Chrome, Firefox, Edge) before final submission.
6.7 Safety & e‑Safety (Syllabi 8.2‑8.3)
- Do not embed personal or sensitive data (passwords, ID numbers) in files that will be shared.
- If a
.zip archive contains confidential material, apply a password (most archive tools offer this option). - When exporting PDFs, use “Restrict editing” if the document must remain read‑only.
7. Practical Tips for the IGCSE Exam
- Read the question carefully – it will usually specify the required format (e.g., “Submit as a
.pdf”). - Before exporting, double‑check:
- All text is proof‑read and correctly formatted.
- Images have the appropriate resolution and are saved in the right format.
- Tables and charts retain headings, labels and correct alignment.
- For data‑handling tasks, use
.csv so the examiner can open the file in any spreadsheet programme. - Prefer
.png for diagrams, flowcharts and screenshots – they stay sharp when zoomed. - Use
.jpg only for photographs where a smaller file size outweighs the loss of quality. - When multiple files are required, compress them into a single
.zip archive and label it clearly (e.g., Project_2025.zip).
Decision flowchart (text description):
Start → What is the content?
Text only → .txt | Structured data → .csv
Formatted document → .rtf or .pdf
Web page → .html / .css
Image (photo) → .jpg | Image (graphic) → .png