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Welcome to TEX! Now what?

⇒   Who? What? Where? When? Why? How?
⇒   TEX for the World
⇒   Document Processing vs. Word Processing
⇒   TEX Front Ends on Mac OS X
⇒   About the Learning Curve
⇒   L TEX, ConTEXt, Eplain or DIY?
     A

⇒   L TEX Resources
     A

⇒   ConTEXt Resources
⇒   Plain TEX Resources
⇒   Other TEX Resources
⇒   Fonts and XeTEX
⇒   Mac-TEX Web Site & Mailing List
⇒   i-Installer and i-Packages

Everything in blue is a link. So click it.
Who? What? Where? When? Why? How?
TEX is a free, multilingual, open source typesetting
system “for the creation of beautiful books—and es-
pecially for books that contain a lot of mathematics,”       TeX Front Ends (Mac OS X)
says TEX developer Donald Knuth.                         TeXShop       iTeXMac       Others
TEX runs on literally all modern computer systems,
                                                                 TeX Macro Formats
from personal computers to massive mainframes,
and, of course, on the Macintosh with Mac OS X.          Plain     E-Plain   LaTeX   ConTeXt

With few exceptions, documents created in TEX can
be transported across operating systems and look the                TeX Primitives

same, not matter where they are typeset.
TEX is a programming language with 300 “primitive”                    TeX Engine
typesetting commands called “control sequences.”
Almost all users of TEX work with the so-called macro
“formats” that sit on top of TEX to make it easier to
use. Knuth, himself, developed the first format, call-
ing it Plain TEX.
TEX for the World
TEX supports languages from around the world. It publishes from left-to-right, right-to-
left and top-to-bottom. TEX languages include any with a writing system supported or
supportable by fonts.
This means you can publish in almost any language. Where support for a language is
unavailable or sketchy, if you ask, someone will probably help. It happens all of the time.
Supported languages include:
Arabic, Armenian, Bangla and Asamese, Basque, Bengali, Burmese, Casyl, Cherokee, Chinese, English, Japanese, Korean, Coptic, Croatian,

Czech and Slovene, Cyrillic, Devanagari, Dutch, English, Epi-Olmec, Ethiopian, French, German, Greek, Gurmukhi, Hebrew, Hungarian,

Icelandic, Indian, Inuktitut, Italian, Japanese, Korean, Latin, Malayalam, Manju, Mongolian, Polish, Portuguese, Romanian, Russian, Sanskrit,

Sinhala, Slovene, Somali, Spanish, Swedish, Tamil, Telugu, Tibetan, Turkish, Ukrainian, Vietnamese. . .
Document Processing vs. Word Processing
TEX is a document processing system, not a word processor.
With a word processor—such as Apple-         With a document processor, a separate pro-
Works, Pages or Word—you see the results     gram formats your content and commands
as you enter and format your content.        into a separate output file, usually a PDF.


                                                                                                                                    TeX
                                                                                                                                  Program




                             Word Processor +’s and -’s                                   Word Processor +’s and -’s
                    One of the best advantages of word processors is being able       One of the best advantages of word processors is being
                    to see the results as you enter text and pictures. For example,   able to see the results as you enter text and pictures.
                    it is easy to insert images and wrap text around                  For example, it is easy to insert images and wrap text
                                                                                      around them.       You can also
                    them. You can also change as you type such text
                                                                                      change as you type such text at-
                    attributes as bold, italic, font and size.                        tributes as bold, italic, font and
                                                                                      size.
                    On the downside, word processors gen!
                                                                                      On the downside, word proces-
                    erally do a below average job of typog!
                                                                                      sors generally do a below aver-
                    raphy, that is controlling the overall ap!                        age job of typography, that is
                    pearance of how words and images appear                           controlling the overall appear-
                    on a page. They have few, or diquot;cult to use, functions for        ance of how words and images appear on a page. They
                                                                                      have few, or difficult to use, functions for fine-tuning
                    #ne!tuning line breaks, justi#ed type, word spacing, hyphen!
                                                                                      line breaks, justified type, word spacing, hyphenation,
                    ation, line spacing and so on.                                    line spacing and so on.
                    While word processors are great for many uses, for the most       While word processors are great for many uses, for the
                    part, printed materials created today with word processors        most part, printed materials created today with word
                                                                                      processors are of lower typographic quality than those
                                       are of lower typographic quality than                                       published in the 19th
                                           those published in the 19th and the                                     and the 20th centuries
                                            20th centuries using pre!computer                                      using pre-computer type-
                                            typesetting methods.                                                   setting methods.
                                                                                                                  Also making changes to
                                         Also making changes to a large word                                      a large word processor
                             processor document format can be very diquot;cult                                        document format can be
                    and time consuming, even if you use the so!called $style                                      very difficult and time
                                                                                      consuming, even if you use the so-called style sheets.
                    sheets%.
                                                                                      TEX and its offspring such as eplain, LTEX and ConTEXt
                                                                                                                            A
                    TeX and its o&spring such as eplain, LaTeX and ConTeXt            can consistently produce high-quality typographical
                    can consistently produce high!quality typographic output.         output.
TEX Front Ends on Mac OS X
You can run TEX from the Mac OS X terminal or—as
most Mac OS X users do—through one of the front
end programs.
The TEX front end programs look like text editors
where you type your content and your control se-
quence commands and macro commands. When you
want to see your finished document, you “typeset”
through the front end program. Mac OS X has several
TEX front ends, the most popular being TEXShop and
iTEXMac. Each has is advantages.
TEXShop is very simple and easy to use. iTEXMac
is more detailed and designed for experienced users
with complex project needs. Newcomers tend to pre-
fer TEXShop. Some later switch to iTEXMac.
For information on other front ends go to the Mac-TeX
web site and follow the “Front Ends” link.
About the Learning Curve
The effort needed to learn TEX is similar to that of learning a word processor. Learning
and using TEX can be:
               simple. . .                or. . .               complex. . .




. . . depending on your needs. In either case, or in between, TEX’s overall ease-of-use is
similar to the most popular word processors, plus you get tons better quality output.
L TEX, ConTEXt, Eplain or DIY?
A
TEX includes hundreds of built-in formatting commands, called control sequences, such
as sl for slanted and bf for bold. To ease marking up text, control sequences can be
combined into “macros,” such as heading for bold slanted, for example. Groups of
macros can be collected into “formats” for general or specialized uses. Formats can set
margins, number sections and paragraphs, build tables of contents and define colors, as
examples. Three popular formats are:

L TEX
 A                            ConTEXt                        Eplain
Originally designed mostly    ConTEXt is aimed at gen-       Eplain TEX extends Plain
for technical publishing,     eral publishing. ConTEXt       TEX with indexes and ta-
including math equations,     is very structured, allowing   bles of contents, for ex-
L TEX also supports many
 A                            you to design a document       ample. Eplain is “style-
add-on “packages” for both    and then add text, almost      neutral,” without an under-
specialized and general       without regard to the docu-    lying design influencing the
applications.                 ment formatting.               structure of all documents.

All three, plus more, are included with the MacTeX installer. You can also do-it-yourself,
creating your own macros and formats, a common practice for experienced users.
L TEX Resources—Online
A
The most widely used TEX format—and a good place to start with TEX—L TEX was orig-
                                                                    A

inally developed by Leslie Lamport and later refined by thousands. Many “packages”
provide extra functions. Numerous L TEX resources include:
                                  A


The Not So Short Introduction to L TEX Summarizes the basic concepts and most com-
                                 A

   monly used control sequences. Updated fairly regularly in numerous languages.
   http://www.tug.org/tex-archive/info/lshort/
L TEX for Word Processor Users Cross references familiar word processor commands with
A

    the equivalent L TEX control sequences.
                   A

    http://www.tug.org/tex-archive/info/latex4wp/
Online Tutorials for L TEX by India TUG For beginners, these cover lists, boxes, tables,
                     A

   floats, colors, footnotes, margin notes, bibliographies, math, tables of contents, in-
   dices. . .
   http://www.tug.org.in/tutorials.html
Hypertext Help with L TEX Reference information for experienced L TEX users.
                    A                                           A

   http://www.giss.nasa.gov/latex/
L TEX Resources—Books
A
There are many books on L TEX, including:
                        A


L TEX: A Document Preparation System Definitive book by the original developer of L TEX.
A                                                                                A

    ISBN: 0201529831.
Guide to L TEX (4th Edition) Attempts to cover all aspects of LTEX, including most of the
         A                                                    A

   packages. ISBN: 0321173856.
L TEX Companion, The (2nd Edition) Provides guidance on basic formatting. Includes
A

    detailed help on packages for tabular and technical typesetting. ISBN: 0201362996.
The L TEX Web Companion: Integrating TeX, HTML, and XML Discusses using TEX and
     A

   L TEX with the web and XML. Not a beginner’s book, but some of the tools, such as
    A

   TeX4ht, make TEX to HTML conversions easy. ISBN: 0201433117.
L TEX Graphics Companion Describes techniques and tricks needed to illustrate L TEX doc-
A                                                                             A

    uments. ISBN: 0201854694.
ConTEXt Resources
ConTEXt is the another widely-used TEX format. Is very structured and modular, designed
more for general publishing than L TEX. ConTEXt can work with XML source files. The
                                  A

primary developer of ConTEXt is Hans Hagen.
The best sources of information on ConTEXt are:

PRAGMA Advanced Document Engineering web site This web site is the home of ConTEXt.
  Here you can find documentation on using ConTEXt, plus updates.
  http://www.pragma-ade.com/
ConTEXtWiki This wiki site include tutorials and tips by ConTEXt users.
   http://wiki.contextgarden.net/
Mailing list for ConTEXt users You can get your ConTEXt questions answered here. Hans
   Hagen participates on this list.
   http://www.ntg.nl/mailman/listinfo/ntg-context/
Plain TEX Resources
If you want to learn TEX from the ground up, Plain TEX is a technical place to start. Use it
for a while, then modify and make your own macros. Resources include:

A Gentle Introduction to TEX Starts from the beginning and moves towards more com-
   plex usage. No previous knowledge of TEX is assumed.
   http://ctan.tug.org/tex-archive/info/gentle/
TEX Reference Card Summarizes the most frequently used commands in Plain TEX.
   http://refcards.com/refcards/tex/tex-refcard-letter.pdf
The TEXbook Definitive book on TEX and Plain TEX by Donald Knuth, the developer of
   TEX. This is most useful if you want to create macros and typeset equations. Follow
   the instructions for multiple-pass reading. ISBN: 0201134489
   http://www-cs-faculty.stanford.edu/~knuth/books.html
Eplain Macros Eplain is a set of TEX macros that expands on and extends the definitions
   of Plain TEX. It is included as part of the Mac-TEX installation.
   http://www.tug.org/eplain/
Other TEX Resources
TUG The TEX Users Group (TUG) is the local user group (LUG) for TEX users in North
  America and any area or language not supported by a local users group. It is run by
  its members and supported mostly through annual dues.
  http://www.tug.org/
Local Users Groups Because TEX has extraordinary support for languages, local users
   groups are available worldwide.
   http://tug.org/usergroups.html
CTAN This is the Comprehensive TEX Archive Network, the authoritative collection of
   materials related to the TEX typesetting system. Here you can download information,
   programs and packages about TEX, L TEX, ConTEXt and more. . . .
                                        A

   http://www.ctan.org/
The TEX Showcase The show case contains examples of what you can do with TEX, macro
   packages such as L TEX and ConTEXt, plus related programs like METAPOST.
                    A

   http://www.tug.org/texshowcase/
Fonts and XeTEX
Built-in Fonts
TEX comes with a set of fonts, separate from your system fonts. Using the fonts is fairly
straight forward. Installing new fonts is complicated. There is a tutorial here:
http://homepage.mac.com/bkerstetter/

Fonts in ConTEXt
Using fonts in ConTEXt is fairly straight forward. You can download a fonts sampler from:
http://pragma-ade.com/specials/fonts/fontspecial-s.pdf

XeTEX from SIL
XeTEX, open source software from SIL, allows TEX and friends to use Macintosh system
fonts by merging Unicode and Mac OS X font technologies into TEX. For more info:
http://tug.org/xetex
Mac-TEX Web Site & Mailing List
The Mac-TEX web site is a primary source for finding information about running TEX on a
Macintosh. Mac-TEX was created and is maintained by Gary L. Gray and Joseph C. Slater
as a service to the Macintosh TEX community.
Here you can find information on TEX software and instructions. You can also subscribe
to the Mac-TeX mailing list.
http://www.esm.psu.edu/mac-tex/

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Welcome To TeX

  • 1. Welcome to TEX! Now what? ⇒ Who? What? Where? When? Why? How? ⇒ TEX for the World ⇒ Document Processing vs. Word Processing ⇒ TEX Front Ends on Mac OS X ⇒ About the Learning Curve ⇒ L TEX, ConTEXt, Eplain or DIY? A ⇒ L TEX Resources A ⇒ ConTEXt Resources ⇒ Plain TEX Resources ⇒ Other TEX Resources ⇒ Fonts and XeTEX ⇒ Mac-TEX Web Site & Mailing List ⇒ i-Installer and i-Packages Everything in blue is a link. So click it.
  • 2. Who? What? Where? When? Why? How? TEX is a free, multilingual, open source typesetting system “for the creation of beautiful books—and es- pecially for books that contain a lot of mathematics,” TeX Front Ends (Mac OS X) says TEX developer Donald Knuth. TeXShop iTeXMac Others TEX runs on literally all modern computer systems, TeX Macro Formats from personal computers to massive mainframes, and, of course, on the Macintosh with Mac OS X. Plain E-Plain LaTeX ConTeXt With few exceptions, documents created in TEX can be transported across operating systems and look the TeX Primitives same, not matter where they are typeset. TEX is a programming language with 300 “primitive” TeX Engine typesetting commands called “control sequences.” Almost all users of TEX work with the so-called macro “formats” that sit on top of TEX to make it easier to use. Knuth, himself, developed the first format, call- ing it Plain TEX.
  • 3. TEX for the World TEX supports languages from around the world. It publishes from left-to-right, right-to- left and top-to-bottom. TEX languages include any with a writing system supported or supportable by fonts. This means you can publish in almost any language. Where support for a language is unavailable or sketchy, if you ask, someone will probably help. It happens all of the time. Supported languages include: Arabic, Armenian, Bangla and Asamese, Basque, Bengali, Burmese, Casyl, Cherokee, Chinese, English, Japanese, Korean, Coptic, Croatian, Czech and Slovene, Cyrillic, Devanagari, Dutch, English, Epi-Olmec, Ethiopian, French, German, Greek, Gurmukhi, Hebrew, Hungarian, Icelandic, Indian, Inuktitut, Italian, Japanese, Korean, Latin, Malayalam, Manju, Mongolian, Polish, Portuguese, Romanian, Russian, Sanskrit, Sinhala, Slovene, Somali, Spanish, Swedish, Tamil, Telugu, Tibetan, Turkish, Ukrainian, Vietnamese. . .
  • 4. Document Processing vs. Word Processing TEX is a document processing system, not a word processor. With a word processor—such as Apple- With a document processor, a separate pro- Works, Pages or Word—you see the results gram formats your content and commands as you enter and format your content. into a separate output file, usually a PDF. TeX Program Word Processor +’s and -’s Word Processor +’s and -’s One of the best advantages of word processors is being able One of the best advantages of word processors is being to see the results as you enter text and pictures. For example, able to see the results as you enter text and pictures. it is easy to insert images and wrap text around For example, it is easy to insert images and wrap text around them. You can also them. You can also change as you type such text change as you type such text at- attributes as bold, italic, font and size. tributes as bold, italic, font and size. On the downside, word processors gen! On the downside, word proces- erally do a below average job of typog! sors generally do a below aver- raphy, that is controlling the overall ap! age job of typography, that is pearance of how words and images appear controlling the overall appear- on a page. They have few, or diquot;cult to use, functions for ance of how words and images appear on a page. They have few, or difficult to use, functions for fine-tuning #ne!tuning line breaks, justi#ed type, word spacing, hyphen! line breaks, justified type, word spacing, hyphenation, ation, line spacing and so on. line spacing and so on. While word processors are great for many uses, for the most While word processors are great for many uses, for the part, printed materials created today with word processors most part, printed materials created today with word processors are of lower typographic quality than those are of lower typographic quality than published in the 19th those published in the 19th and the and the 20th centuries 20th centuries using pre!computer using pre-computer type- typesetting methods. setting methods. Also making changes to Also making changes to a large word a large word processor processor document format can be very diquot;cult document format can be and time consuming, even if you use the so!called $style very difficult and time consuming, even if you use the so-called style sheets. sheets%. TEX and its offspring such as eplain, LTEX and ConTEXt A TeX and its o&spring such as eplain, LaTeX and ConTeXt can consistently produce high-quality typographical can consistently produce high!quality typographic output. output.
  • 5. TEX Front Ends on Mac OS X You can run TEX from the Mac OS X terminal or—as most Mac OS X users do—through one of the front end programs. The TEX front end programs look like text editors where you type your content and your control se- quence commands and macro commands. When you want to see your finished document, you “typeset” through the front end program. Mac OS X has several TEX front ends, the most popular being TEXShop and iTEXMac. Each has is advantages. TEXShop is very simple and easy to use. iTEXMac is more detailed and designed for experienced users with complex project needs. Newcomers tend to pre- fer TEXShop. Some later switch to iTEXMac. For information on other front ends go to the Mac-TeX web site and follow the “Front Ends” link.
  • 6. About the Learning Curve The effort needed to learn TEX is similar to that of learning a word processor. Learning and using TEX can be: simple. . . or. . . complex. . . . . . depending on your needs. In either case, or in between, TEX’s overall ease-of-use is similar to the most popular word processors, plus you get tons better quality output.
  • 7. L TEX, ConTEXt, Eplain or DIY? A TEX includes hundreds of built-in formatting commands, called control sequences, such as sl for slanted and bf for bold. To ease marking up text, control sequences can be combined into “macros,” such as heading for bold slanted, for example. Groups of macros can be collected into “formats” for general or specialized uses. Formats can set margins, number sections and paragraphs, build tables of contents and define colors, as examples. Three popular formats are: L TEX A ConTEXt Eplain Originally designed mostly ConTEXt is aimed at gen- Eplain TEX extends Plain for technical publishing, eral publishing. ConTEXt TEX with indexes and ta- including math equations, is very structured, allowing bles of contents, for ex- L TEX also supports many A you to design a document ample. Eplain is “style- add-on “packages” for both and then add text, almost neutral,” without an under- specialized and general without regard to the docu- lying design influencing the applications. ment formatting. structure of all documents. All three, plus more, are included with the MacTeX installer. You can also do-it-yourself, creating your own macros and formats, a common practice for experienced users.
  • 8. L TEX Resources—Online A The most widely used TEX format—and a good place to start with TEX—L TEX was orig- A inally developed by Leslie Lamport and later refined by thousands. Many “packages” provide extra functions. Numerous L TEX resources include: A The Not So Short Introduction to L TEX Summarizes the basic concepts and most com- A monly used control sequences. Updated fairly regularly in numerous languages. http://www.tug.org/tex-archive/info/lshort/ L TEX for Word Processor Users Cross references familiar word processor commands with A the equivalent L TEX control sequences. A http://www.tug.org/tex-archive/info/latex4wp/ Online Tutorials for L TEX by India TUG For beginners, these cover lists, boxes, tables, A floats, colors, footnotes, margin notes, bibliographies, math, tables of contents, in- dices. . . http://www.tug.org.in/tutorials.html Hypertext Help with L TEX Reference information for experienced L TEX users. A A http://www.giss.nasa.gov/latex/
  • 9. L TEX Resources—Books A There are many books on L TEX, including: A L TEX: A Document Preparation System Definitive book by the original developer of L TEX. A A ISBN: 0201529831. Guide to L TEX (4th Edition) Attempts to cover all aspects of LTEX, including most of the A A packages. ISBN: 0321173856. L TEX Companion, The (2nd Edition) Provides guidance on basic formatting. Includes A detailed help on packages for tabular and technical typesetting. ISBN: 0201362996. The L TEX Web Companion: Integrating TeX, HTML, and XML Discusses using TEX and A L TEX with the web and XML. Not a beginner’s book, but some of the tools, such as A TeX4ht, make TEX to HTML conversions easy. ISBN: 0201433117. L TEX Graphics Companion Describes techniques and tricks needed to illustrate L TEX doc- A A uments. ISBN: 0201854694.
  • 10. ConTEXt Resources ConTEXt is the another widely-used TEX format. Is very structured and modular, designed more for general publishing than L TEX. ConTEXt can work with XML source files. The A primary developer of ConTEXt is Hans Hagen. The best sources of information on ConTEXt are: PRAGMA Advanced Document Engineering web site This web site is the home of ConTEXt. Here you can find documentation on using ConTEXt, plus updates. http://www.pragma-ade.com/ ConTEXtWiki This wiki site include tutorials and tips by ConTEXt users. http://wiki.contextgarden.net/ Mailing list for ConTEXt users You can get your ConTEXt questions answered here. Hans Hagen participates on this list. http://www.ntg.nl/mailman/listinfo/ntg-context/
  • 11. Plain TEX Resources If you want to learn TEX from the ground up, Plain TEX is a technical place to start. Use it for a while, then modify and make your own macros. Resources include: A Gentle Introduction to TEX Starts from the beginning and moves towards more com- plex usage. No previous knowledge of TEX is assumed. http://ctan.tug.org/tex-archive/info/gentle/ TEX Reference Card Summarizes the most frequently used commands in Plain TEX. http://refcards.com/refcards/tex/tex-refcard-letter.pdf The TEXbook Definitive book on TEX and Plain TEX by Donald Knuth, the developer of TEX. This is most useful if you want to create macros and typeset equations. Follow the instructions for multiple-pass reading. ISBN: 0201134489 http://www-cs-faculty.stanford.edu/~knuth/books.html Eplain Macros Eplain is a set of TEX macros that expands on and extends the definitions of Plain TEX. It is included as part of the Mac-TEX installation. http://www.tug.org/eplain/
  • 12. Other TEX Resources TUG The TEX Users Group (TUG) is the local user group (LUG) for TEX users in North America and any area or language not supported by a local users group. It is run by its members and supported mostly through annual dues. http://www.tug.org/ Local Users Groups Because TEX has extraordinary support for languages, local users groups are available worldwide. http://tug.org/usergroups.html CTAN This is the Comprehensive TEX Archive Network, the authoritative collection of materials related to the TEX typesetting system. Here you can download information, programs and packages about TEX, L TEX, ConTEXt and more. . . . A http://www.ctan.org/ The TEX Showcase The show case contains examples of what you can do with TEX, macro packages such as L TEX and ConTEXt, plus related programs like METAPOST. A http://www.tug.org/texshowcase/
  • 13. Fonts and XeTEX Built-in Fonts TEX comes with a set of fonts, separate from your system fonts. Using the fonts is fairly straight forward. Installing new fonts is complicated. There is a tutorial here: http://homepage.mac.com/bkerstetter/ Fonts in ConTEXt Using fonts in ConTEXt is fairly straight forward. You can download a fonts sampler from: http://pragma-ade.com/specials/fonts/fontspecial-s.pdf XeTEX from SIL XeTEX, open source software from SIL, allows TEX and friends to use Macintosh system fonts by merging Unicode and Mac OS X font technologies into TEX. For more info: http://tug.org/xetex
  • 14. Mac-TEX Web Site & Mailing List The Mac-TEX web site is a primary source for finding information about running TEX on a Macintosh. Mac-TEX was created and is maintained by Gary L. Gray and Joseph C. Slater as a service to the Macintosh TEX community. Here you can find information on TEX software and instructions. You can also subscribe to the Mac-TeX mailing list. http://www.esm.psu.edu/mac-tex/