What I normally do is put an analysis project in a single folder and change the link references from full to local references. For example here is a directory related to a recent presentation I gave. The journal is in the folder with all the supporting files. In my journal, I then reference the data sets and supporting files with their local path (which is inherently cross-platform). For example:
open("FMHPI-Final.jmp");
vs. the absolute path of the file on my computer. Nested folders are OK too, you just need to reference the folder and file, e.g.
open ("/subFolder/file.jmp");
If you use the context menu in the journal to add references, you have two options:
- Remove the absolute path and just leave the name of the file.
- Use something like @brady_brady's journal packager addin, which will make the process of sharing your journals with others much easier (as it automatically wraps everything up into a single folder and generates local references).
I personally just organize each project into a folder that has all of the data sets and supporting materials, and then always use local references in my journals. Since I often have to switch hosts from Mac to Windows, this assures that the links will work. Sharing also becomes easy as I can zip the whole folder up and share the zip file. The consumer of the presentation then simply unzips the presentation and everything will work for them. I beleive this strategy works for both of the OP's use cases.
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