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A Guide toLATEX and Electronic Publishing Fourth edition Helmut Kopka Patrick W. Daly Addison-Wesley Harlow, England ˆ Reading, Massachusetts ˆ Menlo Park, California New York ˆ Don Mills, Ontario ˆ Amsterdam ˆ Bonn ˆ Sydney ˆ Singapore Tokyo ˆ Madrid ˆ San Juan ˆ Milan ˆ Mexico City ˆ Seoul ˆ Taipei
© Addison Wesley Longman Limited 2004 Addison Wesley Longman Limited Edinburgh Gate Harlow Essex CM20 2JE England and Associated Companies throughout the World. The rights of Helmut Kopka and Patrick W. Daly to be identified as authors of this Work have been asserted by them in accordance with the Copyright, Designs and Patents Act 1988. All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording or otherwise, without either the prior written permission of the publisher or a licence permitting restricted copying in the United Kingdom issued by the Copyright Licensing Agency Ltd, 90 Tottenham Court Road, London W1P 9HE. The programs in this book have been included for their instructional value. They have been tested with care but are not guaranteed for any particular purpose. The publisher does not offer any warranties or representations nor does it accept any liabilities with respect to the programs. Many of the designations used by manufacturers and sellers to distinguish their products are claimed as trademarks. Addison Wesley Longman Limited has made every attempt to supply trademark information about manufacturers and their products mentioned in this book. A list of the trademark designations and their owners appears on page v. Cover designed by Designers & Partners, Oxford Typeset by the authors with the LATEX Documentation System Printed in Great Britain by Henry Ling Ltd, at the Dorset Press, Dorchester, Dorset First published 1993 Second edition 1995 Third edition 1999. Reprinted 1999, 2000 Fourth edition 2004 ISBN ???????????? British Library Cataloguing-in-Publication Data A catalogue record for this book is available from the British Library Library of Congress Cataloging-in-Publication Data Kopka, Helmut. A guide to LATEX : and Electronic Publishing / Helmut Kopka, Patrick W. Daly -- 4th ed. p. cm. Includes bibliographical references and index. ISBN 0-201-39825-7 1. LATEX (Computer file) 2. Computerized typesetting. I. Daly, Patrick W. II. Title. ???????????? ??????????? ??????? CIP
v Trademark notices METAFONT™ is a trademark of Addison-Wesley Publishing Company. TEX™, AMS-TEX™, and AMS-LATEX™ are trademarks of the American Lucida™ is a trademark of Bigelow & Holmes. Microsoft®, MS-DOS®, Windows®, Internet Explorer® are registered Mathematical Society. trademarks of Microsoft Corporation. PostScript®, Acrobat Reader®, Acrobat logo® are registered trademarks and PDF™ a trademark of Adobe Systems Incorporated. UNIX® is a registered trademark in the United States and other countries, licensed exclusively through X/Open Company, Limited. VAX™ and VMS™ are trademarks of Digital Equipment Corporation. IBM® is a registered trademark and techexplorer Hypermedia Browser™ a trademark of International Business Machines Corporation. Netscape™ and Netscape Navigator™ are trademarks of Netscape Communications Corporation. TrueType™ is a trademark and Apple® and Macintosh® are registered trademarks of Apple Computer Inc.
Preface A new edition to A Guide to LATEX begs the fundamental question: Has LATEX changed so much since the appearance of the third edition in 1999 that a new release of this manual is justified? The simple answer to that question is ‘Well . . . .’ In 1994, the LATEX world was in upheaval with the issue of the new version LATEX 2ε, and the second edition of the Guide came out just then to act as the bridge between the old and new versions. By 1998, the initial teething problems had been worked out and corrected through semi-annual releases, and the third edition could describe an established, working system. However, homage was still paid to the older 2.09 version since many users still employed its familiar syntax, although they were most likely to be using it in a LATEX 2ε environment. LATEX has now reached a degree of stability that since 2000 the regular updates have been reduced to annual events, which often appear months after the nominal date, something that does not worry anyone. The old version 2.09 is obsolete and should no longer play any role in such a manual. In this fourth edition, it is reduced to an appendix just to document its syntax and usage. But if LATEX itself has not changed substantially since 1999, many of its peripherals have. The rise of programs like pdfTEX and dvipdfm for PDF output adds new possibilities, which are realized, not in LATEX directly, but by means of more modern packages to extend the basic features. The distribution of TEX/LATEX installations has changed, such that most users are given a complete, ready-to-run setup, with all the ‘extras’ that one used to have to obtain oneself. Those extras include user-contributed packages, many of which are now considered indispensable. Today ‘the LATEX system’ includes much more than the basic kernel by Leslie Lamport, encompassing the contributions of hundreds of other people. This edition reflects this increase in breadth. The changes to the fourth edition are mainly those of emphasis. 1. The material has been reorganized into ‘Basics’ and ‘Beyond the Basics’ (‘advanced’ sounds too intimidating) while the appendices contain topics that really can be skipped by most everyday users. Exception: Appendix H is an alphabetized command summary that many people find extremely useful (including ourselves). This reorganizing is meant to stress certain aspects over others. For vii
viii Preface example, the section on graphics inclusion and color was originally treated as an exotic freak, relegated to an appendix on extensions; in the third edition, it moved up to be included in a front chapter along with the picture environment and floats; now it dominates Chapter 6 all on its own, the floats come in the following Chapter 7, and picture is banished to the later Chapter 13. This is not to say that the picture features are no good, but only that they are very specialized. We add descriptions of additional drawing possibilities there too. 2. It is stressed as much as possible that LATEX is a markup language, with separation of content and form. Typographical settings should be placed in the preamble, while the body contains only logical markup. This is in keeping with the modern ideas of XML, where form and content are radically segregated. 3. Throughout this edition, contributed packages are explained at that point in the text where they are most relevant. The fancyhdr package comes in the section on page styles, natbib where literature citations are explained. This stresses that these ‘extensions’ are part of the LATEX system as a whole. However, to remind the user that they must still be explicitly loaded, a marginal note is placed at the start of their descriptions. 4. PDF output is taken for granted throughout the book, in addition to the classical DVI format. This means that the added possibilities of pdfTEX and dvipdfm are explained where they are relevant. A separate Chapter 10 on PostScript and PDF is still necessary, and the best interface to PDF output, the hyperref package by Sebastian Rahtz, is explained in detail. PDF is also included in Chapter 15 on presentation material. On the other hand, the other Web output formats, HTML and XML, are only dealt with briefly in Appendix E, since these are large topics treated in other books, most noticeably the LATEX Web Companion. 5. This book is being distributed with the TEXLive CD, with the kind permission of Sebastian Rahtz who maintains it for the TEX Users Group. It contains a full TEX and LATEX installation for Windows, Macintosh, and Linux, plus many of the myriad extensions that exist. We once again express our hope that this Guide will prove more than useful to all those who wish to find their way through the intricate world of LATEX. And with the addition of the TEXLive CD, that world is brought even closer to their doorsteps. Helmut Kopka and Patrick W. Daly June, 2003
Contents Preface I Basics 1 Introduction 1.1 Just what is LATEX? . . . . . . . . . . . . . . . . . . . . . . . . . . 1.2 Markup Languages . . . . . . . . . . . . . . . . . . . . . . . . . 1.3 TEX and its offspring . . . . . . . . . . . . . . . . . . . . . . . . 1.4 How to use this book . . . . . . . . . . . . . . . . . . . . . . . . 1.5 Basics of a LATEX file . . . . . . . . . . . . . . . . . . . . . . . . . 1.6 TEX processing procedure . . . . . . . . . . . . . . . . . . . . . 2 Text, Symbols, and Commands 2.1 Command names and arguments . . . . . . . . . . . . . . . . 2.2 Environments . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.3 Declarations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.4 Lengths . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Special characters . . . . . . . . . . . . . . . . . . . . . . . . . . 2.5 Exercises . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.6 2.7 Fine-tuning text . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.8 Word division . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Document Layout and Organization 3.1 Document class . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.2 Page style . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.3 Parts of the document . . . . . . . . . . . . . . . . . . . . . . . 3.4 Table of contents . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Displayed Text 4.1 Changing font . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.2 Centering and indenting . . . . . . . . . . . . . . . . . . . . . . 4.3 Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.4 Generalized lists . . . . . . . . . . . . . . . . . . . . . . . . . . 4.5 Theorem-like declarations . . . . . . . . . . . . . . . . . . . . vii 1 3 3 4 6 10 11 14 17 17 19 20 21 22 27 28 34 37 37 42 52 58 61 61 67 69 74 80 ix
x CONTENTS 81 4.6 Tabulator stops . . . . . . . . . . . . . . . . . . . . . . . . . . . 85 4.7 Boxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95 4.8 Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.9 Printing literal text . . . . . . . . . . . . . . . . . . . . . . . . . 110 4.10 Footnotes and marginal notes . . . . . . . . . . . . . . . . . . 112 4.11 Comments within text . . . . . . . . . . . . . . . . . . . . . . . 118 5 Mathematical Formulas 119 5.1 Mathematical environments . . . . . . . . . . . . . . . . . . . 119 5.2 Main elements of math mode . . . . . . . . . . . . . . . . . . 120 5.3 Mathematical symbols . . . . . . . . . . . . . . . . . . . . . . . 124 5.4 Additional elements . . . . . . . . . . . . . . . . . . . . . . . . 130 Fine-tuning mathematics . . . . . . . . . . . . . . . . . . . . . 145 5.5 5.6 Beyond standard LATEX . . . . . . . . . . . . . . . . . . . . . . . 151 6 Graphics Inclusion and Color 153 6.1 The graphics packages . . . . . . . . . . . . . . . . . . . . . . 153 6.2 Adding color . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166 7 Floating tables and figures 169 Float placement . . . . . . . . . . . . . . . . . . . . . . . . . . . 169 Postponing floats . . . . . . . . . . . . . . . . . . . . . . . . . . 171 Style parameters for floats . . . . . . . . . . . . . . . . . . . . 171 Float captions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173 Float examples . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174 . . . . . . . . . . . . 177 Some float packages . . . . . . . . . . . . . . . . . . . . . . . . 178 7.1 7.2 7.3 7.4 7.5 7.6 References to figures and tables in text 7.7 8 User Customizations 181 8.1 Counters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181 8.2 Lengths . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184 8.3 User-defined commands . . . . . . . . . . . . . . . . . . . . . . 185 8.4 User-defined environments . . . . . . . . . . . . . . . . . . . . 195 8.5 Some comments on user-defined structures . . . . . . . . . 200 II Beyond the Basics 205 9 Document Management 207 Processing parts of a document . . . . . . . . . . . . . . . . . 207 9.1 In-text references . . . . . . . . . . . . . . . . . . . . . . . . . . 213 9.2 9.3 Bibliographies . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216 9.4 Keyword index . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225
CONTENTS xi 10 PostScript and PDF 231 10.1 LATEX and PostScript . . . . . . . . . . . . . . . . . . . . . . . . 231 10.2 Portable Document Format . . . . . . . . . . . . . . . . . . . . 236 11 Multilingual LATEX 251 11.1 The babel system . . . . . . . . . . . . . . . . . . . . . . . . . 252 11.2 Contents of the language.dat file . . . . . . . . . . . . . . . 256 12 Math Extensions with AMS-LATEX 257 12.1 Invoking AMS-LATEX . . . . . . . . . . . . . . . . . . . . . . . . 258 12.2 Standard features of AMS-LATEX . . . . . . . . . . . . . . . . . 258 12.3 Further AMS-LATEX packages . . . . . . . . . . . . . . . . . . . 280 12.4 The AMS fonts . . . . . . . . . . . . . . . . . . . . . . . . . . . 283 13 Drawing with LATEX 287 13.1 The picture environment . . . . . . . . . . . . . . . . . . . . 287 13.2 Extended pictures . . . . . . . . . . . . . . . . . . . . . . . . . . 302 13.3 Other drawing packages . . . . . . . . . . . . . . . . . . . . . . 307 14 Bibliographic Databases and BIBTEX 309 14.1 The BIBTEX program . . . . . . . . . . . . . . . . . . . . . . . . . 309 14.2 Creating a bibliographic database . . . . . . . . . . . . . . . . 311 14.3 Customizing bibliography styles . . . . . . . . . . . . . . . . 321 15 Presentation Material 323 15.1 Slide production with SLITEX . . . . . . . . . . . . . . . . . . . 324 15.2 Slide production with seminar . . . . . . . . . . . . . . . . . 330 15.3 Electronic documents for screen viewing . . . . . . . . . . . 340 15.4 Special effects with PDF . . . . . . . . . . . . . . . . . . . . . . 343 16 Letters 351 16.1 The LATEX letter class . . . . . . . . . . . . . . . . . . . . . . . 351 16.2 A house letter style . . . . . . . . . . . . . . . . . . . . . . . . . 356 16.3 A model letter customization . . . . . . . . . . . . . . . . . . 359 Appendices A The New Font Selection Scheme (NFSS) 367 A.1 Font attributes under NFSS . . . . . . . . . . . . . . . . . . . . 368 A.2 Simplified font selection . . . . . . . . . . . . . . . . . . . . . . 370 A.3 Installing fonts with NFSS . . . . . . . . . . . . . . . . . . . . . 372
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