L A TEX for Philosophers

Transcription

1 L A TEX for Philosophers Richard Zach November 7, What is L A TEX? L A TEX is a Typesetting System L A TEX is a progam that takes a plain text file containing text and markup instructions and turns it into a typeset document (usually in PDF format). (Actually, TEX does the typesetting, and L A TEX works through TEX.) L A TEX is open source, cross-platform, and almost 30 years old. L A TEX comes with hundreds of packages dealing with anything from producing presentation slides (such as this) to dealing with bibliographical references to typesetting musical scores. L A TEX is a Markup Language L A TEX documents do not contain formatting all formatting, sectioning, special symbols and formulas, etc., are coded using plain text. For instance: an emphasized piece of text is coded as \emph{emphasized}, a formula such as as a bulleted list as x(φ(x) ψ(x)) $\exists x(\phi(x) \land \psi(x))$, \begin{itemize} \item \LaTeX{} documents do not contain... \item... \end{itemize} 1

2 L A TEX is a Programming Language The commands of L A TEX (and the underlying TEX system) are also a fullfledged programming language. This allows you to customize your typesetting environment for special purposes. It makes L A TEX extremely flexible and powerful. It also makes it very complex, and sometimes very frustrating. A Simple L A TEX Document \documentclass[11pt]{article} \usepackage[citestyle=authoryear,style=authoryear]{biblatex} \addbibresource{latex4phi.bib} \usepackage[greek,english]{babel} \title{a Simple \LaTeX{} Document} \author{richard Zach} \begin{document} \maketitle A Simple L A TEX Document \section{introduction} \LaTeX{} was originally developed in 1985, based on the \TeX{} typesetting system released by Don Knuth in 1979 \parencite{lamport1986,knuth1986}. You can \emph{easily} set formulas like $\exists x(\phi(x) \land \psi(x))$, or greek text, e.g., when discussing Aristotle s \textgreek{> apeiron}. \printbibliography \end{document} 2

3 A Simple L A TEX Document Richard Zach November 6, Introduction L A TEX was originally developed in 1985, based on the TEX typesetting system released by Don Knuth in 1979 (Lamport 1986; Knuth 1986). You can easily set formulas like x(φ(x) ψ(x)), or greek text, e.g., when discussing Aristotle s ἄπειρον. References Knuth, Donald E. (1986). The TeXbook. Boston: Addison-Wesley. Lamport, Leslie (1986). LaTeX: A Document Preparation System. Reading, Mass.: Addison-Wesley. BibTEX Bibliography Files 1 Bibiographic references can be generated and formatted automatically Format of BibTEX databases is simple and support is author = {Thomson, Judith Jarvis}, title = {A Defense of Abortion}, journal = {Philosophy \& Public Affairs}, 3

4 pages = {47--66}, volume = {1}, year = {1971}} 2 Who Should Use L A TEX? Use L A TEX if... Your writing includes lots of formulas (logic or mathematics). logicians formal epistemologists philosophers of physics philosophers of mathematics You have to include text in other languages or alphabets, code, or diagrams, or you need sophisticated typesetting philosophers of language (phrase structure trees) ancient philosophers (greek text with diacritics) historians (for scholarly apparatus) Use L A TEX if... You want no control (and hence not have to worry about) the layout of your writing. If you use L A TEX and stay away from formatting commands, your typeset output will basically be guaranteed to look good. You can change the look of your paper very easily and without having to format every single paragraph. This can be done in Word, but is much more cumbersome than in L A TEX. There are very man styles that make sure your typeset document has the right appearance: type size, margins, numbering of headers, etc. This can make it very easy to prepare certain kinds of documents e.g., manuscripts for journals or presses that have a L A TEX house style, or a dissertation (most universities have a thesis style including the University of Calgary. You want complete control over the layout of your writing and produce professionally typeset output. On the other hand, if you want to typeset your writing professionally, L A TEX is about as capable as professional typesetting software. Packages like memoir are designed to produce print-ready books according to traditional publishing standards. This is hard to do in Word. 4

5 You want to stop worrying about bibliographies. L A TEX comes with sophisticated bibliography handling. You can keep your bibliography in a separate BibTEX file (which is also a simple text file), refer to bibliography entries in your text (e.g., as \cite{quine1951} and L A TEX will not only print Quine (1951) in the text but also include the correct entry in your bibliography, formatted according to your preferred format. You want reliable tables of contents, cross-references, and maybe even indexes. Because a L A TEX is logically marked up (e.g., using section commands) and not visually formatted directly, it will always be clear what s a chapter heading and what s a section. Producing a table of contents is as easy as typing \tableofcontents. You are fussy about typography. Word processors such Word have come a long way in turning text into type on the page in part because of the sophisticated algorithms that underly the TEX system. L A TEX understands kerning, line spacing, hyphenation, its typefaces have ligatures, its small caps aren t just scaled-down capitals, and it makes it easy to keep your hyphens, en, and em-dashes straight. Use L A TEX if... You have financial or ideological objections against commercial software. L A TEX and basically everything around L A TEX is free because it s all open source. To do the same kinds of things you can do with L A TEX for free, you d need Word, PowerPoint (or Keynote), EndNote, Acrobat Pro, and maybe InDesign. You want your work to be future-proof. L A TEX documents are plain text documents. Proprietary document formats change and become obsolete. You want your work to be available consistently across platforms. A Word file or PowerPoint presentation may lose fonts or formatting, and page breaks might shift if you open it on a Mac or with a program other then the very version of Word you generated it on. A L A TEX document compiles the same on a Windows, Mac, or Unix machine. A PDF presentation generated by L A TEX will display the same on any computer, but you might not even be able to open a Keynote presentation. 5

6 Don t Use L A TEX if... Other people who don t use L A TEX have to work with your document. Non-L A TEX-using supervisors who want to comment on your electronic document Non-L A TEX-using collaborators who want to see what their changes will looklike Publishers who insist on Word files.... but if you are committed, there are ways around these problems: Supervisors can comment on PDFs or, old-school, on paper. Online editors do allow collaboration and preview of documents without having to install L A TEX. There are conversion programs. Don t Use L A TEX if... You think it s just ridiculous that you should have to debug a document before printing it. Every L A TEX document is a program, and L A TEX won t give you a shiny PDF unless your document compiles without errors. That means you might have to spendsome time ironing out the kinks in your document. Mostly it ll just be typos or a forgotten }. Sometimes it ll make you want to rip your hair out. You have better things to do than to learn a word processing program. L A TEX, like much of open-source software written by Comp Sci types, isn t exactly user friendly. If you don t want to read a manual, learn commands, or shudder at the thought of using a command-line terminal for anything (or don t know what that is!) then think twice before installing L A TEX. Maybe stick with the online editors or LyX. You have better things to do than spend half a day on the internet to figure out how to change the page margins of your document. L A TEX is very powerful and can do lots of things but it s often hard to figure out how to do them. You might end up spending lots of time searching the internet to figure things out. On the upside, because L A TEX is so widely used, it s also likely that you ll find the answer (maybe even among your facebook friends.) You are in danger of getting sidetracked by nerdy techy things. If you re the kind of person who has to understand the inner workings of things, is tempted to take things apart, improve them, or repurpose 6

7 them then be prepared to spend a lot of time tinkering with L A TEX. You may find yourself writing your own package files, or wasting weeks on making your documents be just a little bit more beautiful. This is not a good idea if you have a dissertation to finish. 3 Setting Up L A TEX Getting Started with L A TEX without Hassles There are online L A TEX editors, e.g., WriteLaTeX and ShareLaTeX Nothing to install, documents live in the cloud, share and collaborate. LyX is an open-source WYSIWYG editor that uses L A TEX and runs on Windows, Mac, and Linux. Installing the L A TEX System When you want more speed, control, a better editor, or advanced options, install it on your computer For Mac, get MacTex For everything else, get TeX Live Useful Tools: Editors A good L A TEX-awareeditor is important: Help you learn commands and save typing Useful for previewing and debugging Spell checker has to go around commands TeXShop seems to be the most widely used editor for Mac (included in MacTeX). TeXworks is an editor modelled after TeXShop but available for Mac, Windows, and Linux (included in MacTeX and TeXLive for Windows) There are many others! 7

8 Useful Tools: Bibliography Management BibDesk is a bibliography manager which will even keep track of the corresponding PDFs for you (Mac only, included in MacTeX) JabRef is cross-platform, so works on Windows and Linux as well. Other reference managers like CiteULike, Mendeley, and Zotero can import and export BibTEX files. Conversion Tools l2rtf is an online tool to convert L A TEX to RTF pandoc can convert to and from dozens of formats (and it s written by philosopher John MacFarlane!) including L A TEX TeX4HT is way for L A TEX to output HTML insteadof PDF and it also can output OpenDocument format. Write2LaTeX is an extension that lets LibreOffice export to L A TEX Use these and Word/LibreOffice to do a word count, or directly using texcount. 4 Packages You Should Look At Layout: memoir memoir is a document class for producing anything from articles to books It provides ability to customize layout of your document, chapter and section headings, etc. It includes many useful packages which relate to layout of: tables tables of contents page headers endnotes Linking: hyperref Put hyperlinks to websites in your documents Automatically put in-document links from TOC to sections, citations to bibliography, etc. Also lets you set options in the final PDF such as bookmarks, pagemode, title, author, etc. 8

9 Bibliographies: natbib The standard way to do bibliographic references Supports author-year style: \citep{quine1951} produces a parenthetical citation: (Quine 1951) \citet{quine1951} produces an in-text citation: Quine (1951) Works with BibTEX to turn bibliography databases into bibliographies for your document Most journals have bibliography styles that work with natbib Bibliographies: biblatex The modern way to do bibliographies in L A TEX Supports not only author-year style but also in-text citations and footnoted references (footnotes contain bibliographic information, no separate bibliography) Supports bibliography databases in the cloud Journals unlikely to support biblatex yet Most conversion programs don t work Presentations: beamer Produces presentations as PDFs (use full-screen mode) Comes with many predefined themes Lets audience track progress through presentation Generate handout and presentation from same document Supports overlays 5 Conclusion Conclusion It s good to know what L A TEX is even if you don t want to use it and now you do You might have to or want to use it some or most of the time Lots of people use it, even some publishers 9

10 It makes really pretty documents It might give you an edge for a job Once you ve learned to use it, it can be a big time saver If your documents are simple, using L A TEX can be simple too You know the pitfalls and dangers More Reading It s rough around the edges Don t get sucked in your work is more important! Everything L A TEX related can be found on the Comprehensive TEX Archive Network CTAN WikiBooks: L A TEX L A TEX for Luddites (An Ancient Philosopher s Guide) L A TEXfor Logicians Need a symbol in L A TEX? Try Detexify 10