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LATEX for Philosophers - University of Calgary

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L A TEX <strong>for</strong> <strong>Philosophers</strong><br />

Richard Zach<br />

November 7, 2013<br />

1 What is L A TEX?<br />

L A TEX is a Typesetting System<br />

• L A TEX is a progam that takes a plain text file containing text and markup<br />

instructions and turns it into a typeset document (usually in PDF <strong>for</strong>mat).<br />

• (Actually, TEX does the typesetting, and L A TEX works through TEX.)<br />

• L A TEX is open source, cross-plat<strong>for</strong>m, and almost 30 years old.<br />

• L A TEX comes with hundreds <strong>of</strong> packages dealing with anything from producing<br />

presentation slides (such as this) to dealing with bibliographical<br />

references to typesetting musical scores.<br />

L A TEX is a Markup Language<br />

• L A TEX documents do not contain <strong>for</strong>matting—all <strong>for</strong>matting, sectioning,<br />

special symbols and <strong>for</strong>mulas, etc., are coded using plain text.<br />

• For instance:<br />

– an emphasized piece <strong>of</strong> text is coded as \emph{emphasized},<br />

– a <strong>for</strong>mula such as<br />

as<br />

– a bulleted list as<br />

∃x(φ(x) ∧ ψ(x))<br />

$\exists x(\phi(x) \land \psi(x))$,<br />

\begin{itemize}<br />

\item \LaTeX{} documents do not contain ...<br />

\item ...<br />

\end{itemize}<br />

1


L A TEX is a Programming Language<br />

• The commands <strong>of</strong> L A TEX (and the underlying TEX system) are also a fullfledged<br />

programming language.<br />

• This allows you to customize your typesetting environment <strong>for</strong> special<br />

purposes.<br />

• It makes L A TEX extremely flexible and powerful.<br />

• It also makes it very complex, and sometimes very frustrating.<br />

A Simple L A TEX Document<br />

\documentclass[11pt]{article}<br />

\usepackage[citestyle=authoryear,style=authoryear]{biblatex}<br />

\addbibresource{latex4phi.bib}<br />

\usepackage[greek,english]{babel}<br />

\title{A Simple \LaTeX{} Document}<br />

\author{Richard Zach}<br />

\begin{document}<br />

\maketitle<br />

A Simple L A TEX Document<br />

\section{Introduction}<br />

\LaTeX{} was originally developed in 1985, based on the<br />

\TeX{} typesetting system released by Don Knuth in 1979<br />

\parencite{Lamport1986,Knuth1986}. You can \emph{easily}<br />

set <strong>for</strong>mulas like $\exists x(\phi(x) \land \psi(x))$, or<br />

greek text, e.g., when discussing Aristotle’s<br />

\textgreek{>’apeiron}.<br />

\printbibliography<br />

\end{document}<br />

2


A Simple L A TEX Document<br />

Richard Zach<br />

November 6, 2013<br />

1 Introduction<br />

L A TEX was originally developed in 1985, based on the TEX typesetting system<br />

released by Don Knuth in 1979 (Lamport 1986; Knuth 1986). You can<br />

easily set <strong>for</strong>mulas like ∃x(φ(x) ∧ ψ(x)), or greek text, e.g., when discussing<br />

Aristotle’s ἄπειρον.<br />

References<br />

Knuth, Donald E. (1986). The TeXbook. Boston: Addison-Wesley.<br />

Lamport, Leslie (1986). LaTeX: A Document Preparation System. Reading,<br />

Mass.: Addison-Wesley.<br />

BibTEX Bibliography Files<br />

1<br />

• Bibiographic references can be generated and <strong>for</strong>matted automatically<br />

• Format <strong>of</strong> BibTEX databases is simple and support is widespread<br />

@article{Thomson1971,<br />

author = {Thomson, Judith Jarvis},<br />

title = {A Defense <strong>of</strong> Abortion},<br />

journal = {Philosophy \& Public Affairs},<br />

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pages = {47--66},<br />

volume = {1},<br />

year = {1971}}<br />

2 Who Should Use L A TEX?<br />

Use L A TEX if . . .<br />

• Your writing includes lots <strong>of</strong> <strong>for</strong>mulas (logic or mathematics).<br />

– logicians<br />

– <strong>for</strong>mal epistemologists<br />

– philosophers <strong>of</strong> physics<br />

– philosophers <strong>of</strong> mathematics<br />

• You have to include text in other languages or alphabets, code, or diagrams,<br />

or you need sophisticated typesetting<br />

– philosophers <strong>of</strong> language (phrase structure trees)<br />

– ancient philosophers (greek text with diacritics)<br />

– historians (<strong>for</strong> scholarly apparatus)<br />

Use L A TEX if . . .<br />

• You want no control (and hence not have to worry about) the layout <strong>of</strong><br />

your writing.<br />

If you use L A TEX and stay away from <strong>for</strong>matting commands, your typeset<br />

output will basically be guaranteed to look good. You can change the<br />

look <strong>of</strong> your paper very easily and without having to <strong>for</strong>mat every single<br />

paragraph. This can be done in Word, but is much more cumbersome<br />

than in L A TEX.<br />

There are very man styles that make sure your typeset document has the<br />

right appearance: type size, margins, numbering <strong>of</strong> headers, etc. This can<br />

make it very easy to prepare certain kinds <strong>of</strong> documents—e.g., manuscripts<br />

<strong>for</strong> journals or presses that have a L A TEX house style, or a dissertation<br />

(most universities have a thesis style including the <strong>University</strong> <strong>of</strong> <strong>Calgary</strong>.<br />

• You want complete control over the layout <strong>of</strong> your writing and produce<br />

pr<strong>of</strong>essionally typeset output.<br />

On the other hand, if you want to typeset your writing pr<strong>of</strong>essionally,<br />

L A TEX is about as capable as pr<strong>of</strong>essional typesetting s<strong>of</strong>tware. Packages<br />

like memoir are designed to produce print-ready books according to traditional<br />

publishing standards. This is hard to do in Word.<br />

4


• You want to stop worrying about bibliographies.<br />

L A TEX comes with sophisticated bibliography handling. You can keep your<br />

bibliography in a separate BibTEX file (which is also a simple text file),<br />

refer to bibliography entries in your text (e.g., as \cite{Quine1951} and<br />

L A TEX will not only print “Quine (1951)” in the text but also include the<br />

correct entry in your bibliography, <strong>for</strong>matted according to your preferred<br />

<strong>for</strong>mat.<br />

• You want reliable tables <strong>of</strong> contents, cross-references, and maybe even<br />

indexes.<br />

Because a L A TEX is logically marked up (e.g., using section commands)<br />

and not visually <strong>for</strong>matted directly, it will always be clear what’s a chapter<br />

heading and what’s a section. Producing a table <strong>of</strong> contents is as easy as<br />

typing \table<strong>of</strong>contents.<br />

• You are fussy about typography.<br />

Word processors such Word have come a long way in turning text into type<br />

on the page—in part because <strong>of</strong> the sophisticated algorithms that underly<br />

the TEX system. L A TEX understands kerning, line spacing, hyphenation, its<br />

typefaces have ligatures, its small caps aren’t just scaled-down capitals,<br />

and it makes it easy to keep your hyphens, en, and em-dashes straight.<br />

Use L A TEX if . . .<br />

• You have financial or ideological objections against commercial s<strong>of</strong>tware.<br />

L A TEX and basically everything around L A TEX is free because it’s all open<br />

source. To do the same kinds <strong>of</strong> things you can do with L A TEX <strong>for</strong> free,<br />

you’d need Word, PowerPoint (or Keynote), EndNote, Acrobat Pro, and<br />

maybe InDesign.<br />

• You want your work to be future-pro<strong>of</strong>.<br />

L A TEX documents are plain text documents. Proprietary document <strong>for</strong>mats<br />

change and become obsolete.<br />

• You want your work to be available consistently across plat<strong>for</strong>ms.<br />

A Word file or PowerPoint presentation may lose fonts or <strong>for</strong>matting, and<br />

page breaks might shift if you open it on a Mac or with a program other<br />

then the very version <strong>of</strong> Word you generated it on. A L A TEX document<br />

compiles the same on a Windows, Mac, or Unix machine. A PDF presentation<br />

generated by L A TEX will display the same on any computer, but<br />

you might not even be able to open a Keynote presentation.<br />

5


Don’t Use L A TEX if . . .<br />

• Other people who don’t use L A TEX have to work with your document.<br />

– Non-L A TEX-using supervisors who want to comment on your electronic<br />

document<br />

– Non-L A TEX-using collaborators who want to see what their changes<br />

will looklike<br />

– Publishers who insist on Word files.<br />

• . . . but if you are committed, there are ways around these problems:<br />

– Supervisors can comment on PDFs or, old-school, on paper.<br />

– Online editors do allow collaboration and preview <strong>of</strong> documents without<br />

having to install L A TEX.<br />

– There are conversion programs.<br />

Don’t Use L A TEX if . . .<br />

• You think it’s just ridiculous that you should have to debug a document<br />

be<strong>for</strong>e printing it.<br />

Every L A TEX document is a program, and L A TEX won’t give you a shiny<br />

PDF unless your document compiles without errors. That means you<br />

might have to spendsome time ironing out the kinks in your document.<br />

Mostly it’ll just be typos or a <strong>for</strong>gotten “}.” Sometimes it’ll make you<br />

want to rip your hair out.<br />

• You have better things to do than to learn a word processing program.<br />

L A TEX, like much <strong>of</strong> open-source s<strong>of</strong>tware written by Comp Sci types, isn’t<br />

exactly user friendly. If you don’t want to read a manual, learn commands,<br />

or shudder at the thought <strong>of</strong> using a command-line terminal <strong>for</strong> anything<br />

(or don’t know what that is!) then think twice be<strong>for</strong>e installing L A TEX.<br />

Maybe stick with the online editors or LyX.<br />

• You have better things to do than spend half a day on the internet to<br />

figure out how to change the page margins <strong>of</strong> your document.<br />

L A TEX is very powerful and can do lots <strong>of</strong> things—but it’s <strong>of</strong>ten hard to<br />

figure out how to do them. You might end up spending lots <strong>of</strong> time<br />

searching the internet to figure things out. On the upside, because L A TEX<br />

is so widely used, it’s also likely that you’ll find the answer (maybe even<br />

among your facebook friends.)<br />

• You are in danger <strong>of</strong> getting sidetracked by nerdy techy things.<br />

If you’re the kind <strong>of</strong> person who has to understand the inner workings<br />

<strong>of</strong> things, is tempted to take things apart, improve them, or repurpose<br />

6


them—then be prepared to spend a lot <strong>of</strong> time tinkering with L A TEX. You<br />

may find yourself writing your own package files, or wasting weeks on<br />

making your documents be just a little bit more beautiful. This is not a<br />

good idea if you have a dissertation to finish.<br />

3 Setting Up L A TEX<br />

Getting Started with L A TEX without Hassles<br />

• There are online L A TEX editors, e.g.,<br />

– WriteLaTeX and<br />

– ShareLaTeX<br />

Nothing to install, documents live in the cloud, share and collaborate.<br />

• LyX is an open-source WYSIWYG editor that uses L A TEX and runs on<br />

Windows, Mac, and Linux.<br />

Installing the L A TEX System<br />

• When you want more speed, control, a better editor, or advanced options,<br />

install it on your computer<br />

• For Mac, get MacTex<br />

• For everything else, get TeX Live<br />

Useful Tools: Editors<br />

• A good L A TEX-awareeditor is important:<br />

– Help you learn commands and save typing<br />

– Useful <strong>for</strong> previewing and debugging<br />

– Spell checker has to go around commands<br />

• TeXShop seems to be the most widely used editor <strong>for</strong> Mac (included in<br />

MacTeX).<br />

• TeXworks is an editor modelled after TeXShop but available <strong>for</strong> Mac,<br />

Windows, and Linux (included in MacTeX and TeXLive <strong>for</strong> Windows)<br />

• There are many others!<br />

7


Useful Tools: Bibliography Management<br />

• BibDesk is a bibliography manager which will even keep track <strong>of</strong> the corresponding<br />

PDFs <strong>for</strong> you (Mac only, included in MacTeX)<br />

• JabRef is cross-plat<strong>for</strong>m, so works on Windows and Linux as well.<br />

• Other reference managers like CiteULike, Mendeley, and Zotero can import<br />

and export BibTEX files.<br />

Conversion Tools<br />

• l2rtf is an online tool to convert L A TEX to RTF<br />

• pandoc can convert to and from dozens <strong>of</strong> <strong>for</strong>mats (and it’s written by<br />

philosopher John MacFarlane!)—including L A TEX<br />

• TeX4HT is way <strong>for</strong> L A TEX to output HTML instead<strong>of</strong> PDF—and it also<br />

can output OpenDocument <strong>for</strong>mat.<br />

• Write2LaTeX is an extension that lets LibreOffice export to L A TEX<br />

• Use these and Word/LibreOffice to do a word count, or directly using<br />

texcount.<br />

4 Packages You Should Look At<br />

Layout: memoir<br />

• memoir is a document class <strong>for</strong> producing anything from articles to books<br />

• It provides ability to customize layout <strong>of</strong> your document, chapter and<br />

section headings, etc.<br />

• It includes many useful packages which relate to layout <strong>of</strong>:<br />

– tables<br />

– tables <strong>of</strong> contents<br />

– page headers<br />

– endnotes<br />

Linking: hyperref<br />

• Put hyperlinks to websites in your documents<br />

• Automatically put in-document links from TOC to sections, citations to<br />

bibliography, etc.<br />

• Also lets you set options in the final PDF such as bookmarks, pagemode,<br />

title, author, etc.<br />

8


Bibliographies: natbib<br />

• The “standard” way to do bibliographic references<br />

• Supports author-year style:<br />

– \citep{Quine1951} produces a parenthetical citation: (Quine 1951)<br />

– \citet{Quine1951} produces an in-text citation: Quine (1951)<br />

• Works with BibTEX to turn bibliography databases into bibliographies <strong>for</strong><br />

your document<br />

• Most journals have bibliography styles that work with natbib<br />

Bibliographies: biblatex<br />

• The modern way to do bibliographies in L A TEX<br />

• Supports not only author-year style but also in-text citations and footnoted<br />

references (footnotes contain bibliographic in<strong>for</strong>mation, no separate<br />

bibliography)<br />

• Supports bibliography databases in the cloud<br />

• Journals unlikely to support biblatex yet<br />

• Most conversion programs don’t work<br />

Presentations: beamer<br />

• Produces presentations as PDFs (use full-screen mode)<br />

• Comes with many predefined themes<br />

• Lets audience track progress through presentation<br />

• Generate handout and presentation from same document<br />

• Supports overlays<br />

5 Conclusion<br />

Conclusion<br />

• It’s good to know what L A TEX is—even if you don’t want to use it—and<br />

now you do<br />

• You might have to or want to use it some or most <strong>of</strong> the time<br />

– Lots <strong>of</strong> people use it, even some publishers<br />

9


– It makes really pretty documents<br />

– It might give you an edge <strong>for</strong> a job<br />

– Once you’ve learned to use it, it can be a big time saver<br />

– If your documents are simple, using L A TEX can be simple too<br />

• You know the pitfalls and dangers<br />

More Reading<br />

– It’s rough around the edges<br />

– Don’t get sucked in—your work is more important!<br />

• Everything L A TEX related can be found on the Comprehensive TEX Archive<br />

Network CTAN<br />

• WikiBooks: L A TEX<br />

• L A TEX <strong>for</strong> Luddites (An Ancient Philosopher’s Guide)<br />

• L A TEX<strong>for</strong> Logicians<br />

• Need a symbol in L A TEX? Try Detexify<br />

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