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LaTeX Beginner's Guide
LaTeX Beginner's Guide

LaTeX Beginner's Guide: When there’s a scientific or technical paper to write, the versatility of LaTeX is very attractive. But where can you learn about the software? The answer is this superb beginner’s guide, packed with examples and explanations.

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LaTeX Beginner's Guide

Chapter 1. Getting Started with LaTeX

Are you ready to leave those "what you see is what you get" word processors behind and to enter the world of real, reliable, and high-quality typesetting? Then let's go together!

It's great that you decided to learn LaTeX. This book will guide you along the way to help you get the most out of it. Let's speak briefly about LaTeX's benefits and the challenges, and then we shall prepare our tools.

In this chapter, we will:

  • Get to know LaTeX and talk about the pros and cons compared to word processors

  • Install a complete LaTeX software bundle, including an editor

  • Write our first LaTeX document

So, let's get started.

What is LaTeX?


LaTeX is a software for typesetting documents. In other words, it's a document preparation system. LaTeX is not a word processor, but is used as a document markup language.

LaTeX is a free, open source software. It was originally written by Leslie Lamport and is based on the TeX typesetting engine by Donald Knuth. People often refer to it as just TeX, meaning LaTeX. It has a long history; you can read about it at http://www.tug.org/whatis.html. For now, let's continue by looking at how we can make the best use of it.

How we can benefit

LaTeX is especially well-suited for scientific and technical documents. Its superior typesetting of mathematical formulas is legendary. If you are a student or a scientist, then LaTeX is by far the best choice, and even if you don't need its scientific capabilities, there are other uses — it produces very high quality output, it is extremely stable, and handles complex documents easily no matter how large they are.

Further remarkable strengths of LaTeX are its cross-referencing capabilities, its automatic numbering and generation of lists of contents, figures and tables, indexes, glossaries, and bibliographies. It is multilingual with language-specific features, and it is able to use PostScript and PDF features.

Apart from being perfect for scientists, LaTeX is incredibly flexible—there are templates for letters, presentations, bills, philosophy books, law texts, music scores, and even for chess game notations. Hundreds of LaTeX users have written thousands of templates, styles, and tools useful for every possible purpose. It is collected and categorized online on archiving servers.

You could benefit from its impressive high quality by starting with its default styles relying on its intelligent formatting, but you are free to customize and to modify everything. People of the TeX community have already written a lot of extensions addressing nearly every formatting need.

The virtues of open source

The sources of LaTeX are completely free and readable for everyone. This enables you to study and to change everything, from the core of LaTeX to the latest extension packages. But what does this mean for you as a beginner? There's a huge LaTeX community with a lot of friendly, helpful people. Even if you cannot benefit from the open source code directly, they can read the sources and assist you. Just join a LaTeX web forum and ask your questions there. Helpers will, if necessary, dig into LaTeX sources and in all probability find a solution for you, sometimes by recommending a suitable package, often providing a redefinition of a default command.

Today, we're already profiting from about 30 years of development by the TeX community. The open source philosophy made it possible, as every user is invited to study and improve the software and develop it further. Chapter 13, Using Online Resources, will point the way to the community.

Separation of form and content

A basic principle of LaTeX is that the author should not be distracted too much by the formatting issues. Usually, the author focuses on the content and formats logically, for example, instead of writing a chapter title in big bold letters, you just tell LaTeX that it's a chapter heading—you could let LaTeX design the heading or you decide in the document's settings what the headings will look like—just once for the whole document.

LaTeX uses style files extensively called classes and packages , making it easy to design and to modify the appearance of the whole document and all of its details.

Portability

LaTeX is available for nearly every operating system, like Windows, Linux, Mac OS X, and many more. Its file format is plain text—readable and editable, on all operating systems. LaTeX will produce the same output on all systems. Though there are different LaTeX software packages, so called TeX distributions , we will focus on TeX Live , because this distribution is available for Windows, Linux, and Mac OS X.

LaTeX itself doesn't have a graphical user interface; that's one of the reasons why it's so portable. You can choose any text editor. There are many editors, even specialized in LaTeX, for every operating system. Some editors are available for several systems. For instance, TeXworks runs on Windows, Linux, and Mac OS X; that's one of the reasons why we will use it in our book. Another very important reason is that it's probably best-suited for beginners.

LaTeX generates PDF output—printable and readable, on most computers and looks identical regardless of the operating system. Besides PDF, it supports DVI, PostScript, and HTML output, preparing the ground for distribution both in print and online, on screen, electronic book readers, or smart phones.

To sum up, LaTeX is portable in three ways—source, its implementation, and output.

Protection for your work

LaTeX documents are stored in human readable text format, not in some obscure word processing format, that may be altered in a different version of the same software. Try to open a 20 year old document written with a commercial word processor. What might your modern software show? Even if you can read the file, its visual appearance would certainly be different than before. LaTeX promises that the document will always be readable and will result in the same output. Though it's being further developed, it will remain backwards compatible.

Word processor documents could be infected with viruses, malicious macros could destroy the data. Did you ever hear of a virus "hiding" in a text file? LaTeX is not threatened by viruses.

Comparing it to word processor software

We've already described some advantages of the typesetting system LaTeX compared to word processing software. While LaTeX encourages structured writing, other word processors may compel you to work inconsistently. They might hide the real formatting structure and encrypt your document in some proprietary file format. Compatibility is a big problem, even between versions of the same software.

There are some interesting articles available online comparing LaTeX to other software. Of course, they are expressions of opinion. Some are years old and therefore do not cover the most recent software, but they discuss important points that are still valid today. You will find them listed in Chapter 13, Using Online Resources.

What are the challenges?

The learning curve could be steep, but this book will to help you master it.

Though writing LaTeX looks like programming, don't be afraid. Soon you will know the frequently used commands. Text editors with auto completion and keyword highlighting will support you. They might even provide menus and dialogs with commands for you.

Do you now think it will take a long time until you would learn to achieve creditable results? Don't worry; this book will give you a quick start. You will learn by practicing with a lot of examples. Many more examples can be read and downloaded from the Internet. In Chapter 13, we will explore the Internet resources.

We shall continue with the setup of LaTeX on our computer.

Installing LaTeX


Let's start off with the installation of the LaTeX distribution–TeX Live. This distribution is available for Windows, Linux, Mac OS X, and other Unix-like operating systems. TeX Live is well maintained and it is being actively developed.

Note

Another very good and user-friendly LaTeX distribution for Windows is MiKTeX. It's easy to install like any other Windows application, but it's not available for other systems like Linux or Mac OS X. You can download it from http://miktex.org.

At first, we will visit the TeX Live homepage and take a survey of the installation possibilities. Feel free to explore the homepage in depth to study the information offered there.

Open the TeX Live homepage at http://tug.org/texlive.

We will cover two ways of installation. The first will be online and requires an Internet connection. The other method starts with a huge download, but may be finished offline.

Let's check out the two installation methods.

Time for action – installing TeX Live using the net installer wizard


We will download the TeX Live net installer and install the complete TeX Live distribution on our computer.

  1. Click on downloading over the net or navigate to http://tug.org/texlive/acquire-netinstall.

  2. Download the net installer for Windows by clicking on install-tl.zip.

  3. Extract the file install-tl.zip using your favorite archiving program. For example, WinZip, WinRar, or 7-Zip can do it for you.

  4. Open the folder install-tl-* and double-click the Windows batch file install-tl:

  5. The net installer will automatically detect your language. If it's showing the wrong language, you can force the choice of the language using the lang option at the command prompt such as install-tl –lang=en:

  6. The installation wizard will pop up, as shown in the following screenshot:

  7. Click on the Next button, now it offers to change the installation folder, but it's fine to retain it. In our book, we will refer to this default location:

  8. Click on the Next button. As shown in the following screenshot, choose one of the options, for example, for the creation of shortcuts:

  9. Click on the Next button. You can then confirm the settings and actually start the installation by clicking on the Install button:

  10. The next screenshot shows how you can monitor the installation progress:

  11. Finally, click on the Finish button and you're done.

What just happened?

You have completed the installation of TeX Live 2010. Now your Start menu contains a folder called TeX Live 2010 containing six programs:

  • DVIOUT DVI viewera viewer program for the classic LaTeX output format DVI. Today, most people choose PDF output, so you probably won't need it.

  • PS_VIEWa viewer program for the PostScript format; again you probably won't need it, except if you would like to use the PostScript language or read such documents.

  • TeX Live documentationwell, that's useful regarding setup and use of your software!

  • TeX Live Managerthat's your tool for package management, for example, installation and update of LaTeX packages.

  • TeXdoc GUIit's a graphical user interface offering access to a huge amount of LaTeX-related information. There's a lot of it stored in your computer by now. Use it to gather information whenever needed; it could be quicker than searching online.

  • TeXworks editorthis is an editor developed to create LaTeX documents comfortably. We will make extensive use of it.

Note

TeXworks is also shipped with MiKTeX 2.8 and higher.

If you would like to stay in control over what should be installed on your computer, start the install-tl-advanced batch file instead of install-tl:

The TeX documentation available online contains more information for advanced users.

Now, we will go through the offline installation of TeX Live 2010.

Time for action – installing TeX Live offline


We will download a compressed ISO image of TeX Live 2010 with a size of about 1.2 gigabytes. After extraction, we can choose to burn it on DVD or to extract it to our hard disk drive and run the installation from there:

  1. Visit the download area at http://www.tug.org/texlive/acquire-iso.html.

  2. Download texlive2010.xz. If possible, use a download manager, especially if your Internet connection is not stable.

  3. Extract texlive2010.xz and you will get the file texlive2010.iso. If your archiving program doesn't support the .xz file format, obtain, for instance, the program 7-Zip version 9 or later from http://7zip.org and use it for extraction.

  4. Either burn the ISO file on a DVD using a burning software supporting the ISO format or extract it to your hard disk drive. 7-Zip is also capable of doing that for you.

  5. Among the extracted files or on your DVD, you will find the installer batch files install-tl and install-tl-advanced that we've already seen. Choose one, start it, and go through the installation like in the previous installation.

What just happened?

It was similar to the first installation, but this time you've got all the data and you won't need an Internet connection. This complete download is especially recommended if it's foreseeable that you will do another installation of TeX Live later or if you would like to give it to friends or colleagues.

Note

After an offline installation, it's recommended to run an update of TeX Live soon, because packages on a DVD or within an image could already be outdated. Use the TeX Live Manager to keep your system up-to-date if you are connected to the Internet.

Installation on other operating systems

If you work on Mac OS X, you may download a customized version of TeX Live at http://www.tug.org/mactex/. Download the huge .zip file and double-click on it to install.

On most Linux systems, installation is easy. Use your system's package manager. With Ubuntu, you may use Synaptic, on SUSE systems use YaST, with Red Hat a RPM frontend, and on Debian systems use Aptitude. In the respective package manager, look out for texlive.

If you want to stay on the edge, you could download and install the most current version of TeX Live from its homepage, instead of the version from the operating system's repositories. But be aware that installing third party sources may harm the integrity of your system.

Now that we've prepared the ground, let's start to write LaTeX!

Creating our first document


We have installed TeX and launched the editor; now let's jump in at the deep end by writing our first LaTeX document.

Time for action – writing our first document with TeXworks


Our first goal is to create a document that's printing out just one sentence. We want to use it to understand the basic structure of a LaTeX document.

  1. Launch the TeXworks editor by clicking on the desktop icon or open it in the Start menu.

  2. Click on the New button.

  3. Enter the following lines:

    \documentclass{article}
    \begin{document}
    This is our first document.
    \end{document}
  4. Click on the Save button and save the document. Choose a location where you want to store your LaTeX documents, ideally in its own folder.

  5. In the drop-down field in the TeXworks toolbar, choose pdfLaTeX:

  6. Click the Typeset button .
  7. The output window will automatically open. Have a look at it:

What just happened?

You have just seen the first few minutes of the life of a LaTeX document. Its following hours and days will be determined by editing, typesetting, and so on. Don't forget to save your document frequently.

As announced in contrary to the classic word processor software, you cannot see the effect of changes immediately—but the result is just one click away.

Have a go hero – checking out advanced LaTeX editors

Do you have experience in working with complex programs? Do you like using a feature-rich and powerful editor? Then have a look at these LaTeX editors. Visit their websites to find screenshots and to read about their features:

The mentioned editors are free open source software.

Summary


We learned in this chapter about the benefits of LaTeX. It will be our turn to use the virtues of LaTeX to achieve the best possible results.

Furthermore, we covered:

  • Installation of TeX Live

  • Using the editor TeXworks

  • Creation of a LaTeX document and generation of output

Now that we've got a functional and tested LaTeX system, we're ready to write our own LaTeX documents. In the next chapter, we will work out the formatting of text in detail.

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Key benefits

  • Use LaTeX's powerful features to produce professionally designed texts
  • Install LaTeX; download, set up, and use additional styles, templates, and tools
  • Typeset math formulas and scientific expressions to the highest standards
  • Include graphics and work with figures and tables
  • Benefit from professional fonts and modern PDF features

Description

LaTeX is high-quality Open Source typesetting software that produces professional prints and PDF files. However, as LaTeX is a powerful and complex tool, getting started can be intimidating. There is no official support and certain aspects such as layout modifications can seem rather complicated. It may seem more straightforward to use Word or other WYSIWG programs, but once you've become acquainted, LaTeX's capabilities far outweigh any initial difficulties. This book guides you through these challenges and makes beginning with LaTeX easy. If you are writing Mathematical, Scientific, or Business papers, or have a thesis to write, then this is the perfect book for you. LaTeX Beginner's Guide offers you a practical introduction to LaTeX with plenty of step-by-step examples. Beginning with the installation and basic usage, you will learn to typeset documents containing tables, figures, formulas, and common book elements like bibliographies, glossaries, and indexes and go on to managing complex documents and using modern PDF features. It's easy to use LaTeX, when you have LaTeX Beginner's Guide to hand. This practical book will guide you through the essential steps of LaTeX, from installing LaTeX, formatting, and justification to page design. Right from the beginning, you will learn to use macros and styles to maintain a consistent document structure while saving typing work. You will learn to fine-tune text and page layout, create professional looking tables as well as include figures and write complex mathematical formulas. You will see how to generate bibliographies and indexes with ease. Finally you will learn how to manage complex documents and how to benefit from modern PDF features. Detailed information about online resources like software archives, web forums, and online compilers completes this introductory guide. It's easy to use LaTeX, when you have LaTeX Beginner's Guide to hand.

Who is this book for?

If you are about to write mathematical or scientific papers, seminar handouts, or even plan to write a thesis, then this book offers you a fast-paced and practical introduction. Particularly during studying in school and university you will benefit much, as a mathematician or physicist as well as an engineer or a humanist. Everybody with high expectations who plans to write a paper or a book will be delighted by this stable software.

What you will learn

  • Install LaTeX and use the TeXworks editor to compile documents
  • Design the page layout; create dynamic headers and footers
  • Fine-tune appearances and the space of words, symbols, and lines
  • Apply intelligent justification and customized hyphenation to achieve fine text design
  • Typeset professional-looking tables and create bulleted and enumerated lists
  • Write sophisticated math formulas, from in-text expressions to complex multi-line equations with various alignments
  • Cross-reference objects such as figures, tables, and equations
  • Load fonts and vary their shape and style; choose between thousands of LaTeX symbols from specialized fonts
  • Use macros to save time and effort; load packages to extend LaTeX s capabilities
  • Generate an index, cite books, and create bibliographies
  • Use external pictures, color, PDF bookmarks, and hyperlinks
  • Structure and manage large documents by splitting the input
  • Manage large documents containing lists, index, and bibliography
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Table of Contents

13 Chapters
Getting Started with LaTeX Chevron down icon Chevron up icon
Formatting Words, Lines, and Paragraphs Chevron down icon Chevron up icon
Formatting Words, Lines, and Paragraphs
Understanding logical formatting
Time for action – titling your document
How LaTeX reads your input
Time for action – trying out the effect of spaces, line breaks, and empty lines
Time for action – writing special characters in our text
Formatting text – fonts, shapes, and styles
Time for action – tuning the font shape
Time for action – switching to sans-serif and to typewriter fonts
Time for action – switching the font family
Time for action – exploring grouping by braces
Time for action – exploring font sizes
Time for action – using an environment to adjust the font size
Saving time and effort – creating your own commands
Time for action – creating our first command using it as anabbreviation
Time for action – adding intelligent spacing to command output
Time for action – creating a macro for formatting keywords
Time for action – marking keywords with optional formatting
Using boxes to limit the width of paragraphs
Time for action – creating a narrow text column
Time for action – using the minipage environment
Breaking lines and paragraphs
Time for action – stating division points for words
Time for action – using microtype
Time for action – using line breaks
Exploring the fine details
Time for action – exploring ligatures
Time for action – using differently spaced dots
Time for action – comparing dots to ellipsis
Time for action – experimenting with accents
Time for action – using accents directly
Turning off full justification
Time for action – justifying a paragraph to the left
Time for action – centering a title
Time for action – centering verses
Displaying quotes
Time for action – quoting a scientist
Time for action – quoting TeX's benefits
Time for action – spacing between paragraphs instead of indentation
Summary
Designing Pages Chevron down icon Chevron up icon
Creating Lists Chevron down icon Chevron up icon
Creating Tables and Inserting Pictures Chevron down icon Chevron up icon
Cross-Referencing Chevron down icon Chevron up icon
Listing Content and References Chevron down icon Chevron up icon
Typing Math Formulas Chevron down icon Chevron up icon
Using Fonts Chevron down icon Chevron up icon
Developing Large Documents Chevron down icon Chevron up icon
Enhancing Your Documents Further Chevron down icon Chevron up icon
Troubleshooting Chevron down icon Chevron up icon
Using Online Resources Chevron down icon Chevron up icon

Customer reviews

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5 star 65%
4 star 25%
3 star 10%
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Richard Catlin Sep 29, 2013
Full star icon Full star icon Full star icon Full star icon Full star icon 5
After a couple of hours, I was using TexWorks and creating a PDF book with TOC and index. Just what I was looking for.
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Amazon Customer Jul 26, 2016
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Very happy with this product!
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sshahraz Dec 09, 2012
Full star icon Full star icon Full star icon Full star icon Full star icon 5
I looked at any single review of the offered similar titles in Amazon and decided to purchase this one. I am happy. Here are my reflections:1. Great size, so a serious reader can read and practice it in less than a week and become a working LaTexer!2. The chapters are incremental3. To the extent I practiced it the examples are all correct and working4. Full of examples that can solve the problemsAre there LaTex problems that have not been addressed by this book? Of course. There are so many subtle ones that one needs to search internet to get a good handle on them.I recommend the book to all beginners.
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Stuart Smith Aug 12, 2020
Full star icon Full star icon Full star icon Full star icon Full star icon 5
This is a great book to delve into detail.
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luminos717 Apr 04, 2015
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Excellent supplementary guide to the LaTex User Manual, which you should print off and get bound.
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  1. If you ordered (eBook, Video or Print Book) incorrectly or accidentally, please contact Customer Relations Team on customercare@packt.com within one hour of placing the order and we will replace/refund you the item cost.
  2. Sadly, if your eBook or Video file is faulty or a fault occurs during the eBook or Video being made available to you, i.e. during download then you should contact Customer Relations Team within 14 days of purchase on customercare@packt.com who will be able to resolve this issue for you.
  3. You will have a choice of replacement or refund of the problem items.(damaged, defective or incorrect)
  4. Once Customer Care Team confirms that you will be refunded, you should receive the refund within 10 to 12 working days.
  5. If you are only requesting a refund of one book from a multiple order, then we will refund you the appropriate single item.
  6. Where the items were shipped under a free shipping offer, there will be no shipping costs to refund.

On the off chance your printed book arrives damaged, with book material defect, contact our Customer Relation Team on customercare@packt.com within 14 days of receipt of the book with appropriate evidence of damage and we will work with you to secure a replacement copy, if necessary. Please note that each printed book you order from us is individually made by Packt's professional book-printing partner which is on a print-on-demand basis.

What tax is charged? Chevron down icon Chevron up icon

Currently, no tax is charged on the purchase of any print book (subject to change based on the laws and regulations). A localized VAT fee is charged only to our European and UK customers on eBooks, Video and subscriptions that they buy. GST is charged to Indian customers for eBooks and video purchases.

What payment methods can I use? Chevron down icon Chevron up icon

You can pay with the following card types:

  1. Visa Debit
  2. Visa Credit
  3. MasterCard
  4. PayPal
What is the delivery time and cost of print books? Chevron down icon Chevron up icon

Shipping Details

USA:

'

Economy: Delivery to most addresses in the US within 10-15 business days

Premium: Trackable Delivery to most addresses in the US within 3-8 business days

UK:

Economy: Delivery to most addresses in the U.K. within 7-9 business days.
Shipments are not trackable

Premium: Trackable delivery to most addresses in the U.K. within 3-4 business days!
Add one extra business day for deliveries to Northern Ireland and Scottish Highlands and islands

EU:

Premium: Trackable delivery to most EU destinations within 4-9 business days.

Australia:

Economy: Can deliver to P. O. Boxes and private residences.
Trackable service with delivery to addresses in Australia only.
Delivery time ranges from 7-9 business days for VIC and 8-10 business days for Interstate metro
Delivery time is up to 15 business days for remote areas of WA, NT & QLD.

Premium: Delivery to addresses in Australia only
Trackable delivery to most P. O. Boxes and private residences in Australia within 4-5 days based on the distance to a destination following dispatch.

India:

Premium: Delivery to most Indian addresses within 5-6 business days

Rest of the World:

Premium: Countries in the American continent: Trackable delivery to most countries within 4-7 business days

Asia:

Premium: Delivery to most Asian addresses within 5-9 business days

Disclaimer:
All orders received before 5 PM U.K time would start printing from the next business day. So the estimated delivery times start from the next day as well. Orders received after 5 PM U.K time (in our internal systems) on a business day or anytime on the weekend will begin printing the second to next business day. For example, an order placed at 11 AM today will begin printing tomorrow, whereas an order placed at 9 PM tonight will begin printing the day after tomorrow.


Unfortunately, due to several restrictions, we are unable to ship to the following countries:

  1. Afghanistan
  2. American Samoa
  3. Belarus
  4. Brunei Darussalam
  5. Central African Republic
  6. The Democratic Republic of Congo
  7. Eritrea
  8. Guinea-bissau
  9. Iran
  10. Lebanon
  11. Libiya Arab Jamahriya
  12. Somalia
  13. Sudan
  14. Russian Federation
  15. Syrian Arab Republic
  16. Ukraine
  17. Venezuela