I love LaTeX and use it for most of the documents I produce. However, there is one feature I was missing from Word, which is the ability to track changes when co-authoring documents. I found the solution to this problem in Subversion, a version control system.
The intended audience for this software is programmers who have to work as a team on the source code of a program. Since tex files
are basically source code, Subversion works great with LaTeX.

The basics

Subversion works as a client/server architecture. The server contains repositories and is the keeper of the files. Each client can checkout files to work on and then commit the changes back to the server when he is done. If two or more clients are working at the same time, the last one to commit will have to decide what to do with the differences. The nice thing is that the Subversion server keeps track of all changes made, so you can go back in time to any previous version easily (this is even better than what you can do with word.

What you need

You will need a server and a client. You can install a server on your own computer, but the easiest way is to use a hosted solution.
Beanstalk is a Subversion hosting service that has a free plan for up to 3 users and 100MB, plus their documentation is great to help you get started. For the client, on Windows the best (and free) alternative is TortoiseSVN and it integrates well with Windows Explorer. On Mac OS, I personally use Version which is shareware, but there are also free command line tools available from openCollabNet.

To learn more about Subversion, the book Version Control with Subversion is available for free online.

Version Control with Subversion

C. Michael Pilato. O’Reilly Media 2008, Paperback, 432 pages, $23.38

Since I entered grad school, one thing I have been struggling with is trying to keep up with all the current research being published. In finance, there are three top journals (Journal of Finance, Journal of Financial Economics and Review of Financial Studies), so in order to stay current my routine was to go on each of their website monthly (or more often bi-monthly) to look at the new papers. However, that meant looking at about 40-50 papers, so I usually picked only a few papers based on the title and authors and only looked at the abstracts for those papers. It’s not that I wasn’t interested in the other papers, it’s just that it seemed too time consuming to look at all of those papers in one session.

I’ve been a big user of RSS for a while now, subscribing to dozens of blogs (to subscribe to PS, use the big subscribe link in the top-right corner), news service and craigslist search results. Lately, I realized that the publishers of the top finance journals – Elsevier, Wiley InterScience and Oxford Journals – all offer RSS feeds to subscribe to the journals.
Obviously, you still need a paid subscription (usually through your institution) to access the full papers, but the convenience of RSS subscriptions is a big time saver for me. Not all journals are created equal however. For JF and RFS, I get the list of papers only when a new issue comes out. For JFE (published by Elsevier), I get frequent updates whenever a paper gets accepted for publication.

No matter what your field is, I’m confident that the most important journals should have RSS feeds too. If they don’t, it’s probably just a matter of time (but you can speed things up by emailing the publisher).

If your don’t already have a RSS feed reader, the most popular one (according to the stats of PS) are Google Reader and NewsGator Online.
On my Mac I use NetNewsWire, a free feed reader that syncs with its companion app on iPhone and iPod Touch. The windows software from the same company, FeedDemon, also syncs with the iPhone app. You can also subscribe directly in Firefox or Safari.

As a grad student, I have a lot of important files on my computer. For that reason, I do regular backups (and you should too!) of all my files to an external hard drive using Time Machine. While such a backup solution is fine for mp3s, some files require more than that. I cannot imagine losing files from my research projects or my working papers (I’m shivering just by writing about it). Countless hours of work would be lost, which would surely result in a large financial loss if it delays my studies.

To protect me against that catastrophic scenario, I use an online backup solution from Mozy [if you signup following that link, I get 0.25GB more for free and so do you!]. All I had to do is install the MozyClient software (available Windows and Mac) on my computer and now my files get backed up regularly, automatically. Best of all, since my most important files are rather small (text and code), the free service of 2GB is quite enough for my needs (for now at least). If the worst ever happens, I can restore my files using the MoxyClient software, via a web interface or have them ship me my files on DVD (that last option isn’t free, obviously). If the 2 GB isn’t enough for you, the unlimited plan is $4.95/month, one of the cheapest on the market.

Here is a quick list of online backup solutions with free plans:

• Mozy: My favorite, this is the one I use. Mac and Windows, 2GB for free.
• Dropbox: Mac, Windows and Linux, 2GB for free.
• Box.net: Web-based, 1GB for free. Offers collaboration features.
• humyo.com: Windows only, 10GB for free.

Portable Apps are free, open source applications for Windows that have been repackaged so that they do not need to be installed. They can therefore be copied to and used from a USB key (thumb drive), a portable hard drive or even an iPod (mounted as a disk).

If you work in a context similar to my school, these can be very useful. I usually bring my laptop to school, but when I don’t I have to work on one of the shared computers. Since only the PhD students have access to them, we share one account with admin privileges. Basically, it means that we can install anything we want so you can imagine that all kinds of toolbars are installed in every browser. It also means that there’s no point in setting your preferences since somebody is probably going to change them the next time.

Portable Apps offer a great solution for this situation or for a situation where you are not allowed to install anything on the computer. Many portable apps are available, here are the ones that might be the most useful for students:

• Firefox: Keep your browser, your extensions and your bookmarks with you. I recommend installing the Google Browser Sync to keep your bookmarks in sync with your home computer.
• Thunderbird: Sure, you probably can access your emails over the web, but if you prefer to use an email software, Thunderbird is the way to go.
• Miranda IM: For those addicted to instant messaging, Miranda IM is a client compatible with most networks (MSN, Yahoo, AOL, Google Talk).
• Pidgin: Another cross-network IM client.
• OpenOffice.org: Take a full office suite with you wherever you go.
• Abiword: Another word processor compatible with Microsoft Word.
• Sumatra PDF: A lightweight pdf viewer.
• Notepad++: A text editor with syntax highlighting support for many languages, including LaTeX.
• 7-Zip: A compression utility with support for Zip, Tar, Rar, 7z and more.
• Clamwin: An antivirus.
• PuTTY: A Ssh and Telnet client.
• Filezilla: An FTP client for your file transfer needs.

As a grad student, I have to deal with a LOT of pdf files: lecture notes, papers, assignments, ebooks, etc. Fortunately, there are a lot of solutions for managing your pdf files on Mac OS X, and some of them are free. Here is a list of those I know of, depending on the type of solutions

PDF Library Managers

Some software are made for one main goal, which is to manage pdf files:

• Yep (Shareware, 34$): A full fledged pdf manager. This is the one I personally use on a daily basis, well worth 34$ (even better if you got it for cheap like me during the MacUpdate Promo). Features include smart collections (like smart playlist in iTunes), tag support and a nice fullscreen view.
• papers (Shareware, 42$): Another pdf manager with features such as stoplight search, iTunes-like rating system and a strong PubMed integration.
• iPapers (OpenSource): A simple pdf library manager with PubMed integration.

Bibliographic Managers

Bibliographic managers can also be of use to manage your pdf files. These programs are made to manage bibliographic entries, but they allow you to link the files to their bibliographic entries.

• BibDesk (OpenSource): A BibTeX manager. Supports tags, smart groups, online database integration and it keeps your pdf files organized (in a way similar to iTunes). This is the one I use for bibliographic references.
• JabRef (OpenSource): A cross-platform reference manager. Exports to BibTeX and OpenOffice.
• EndNote X1 (Commercial, 110$): The reference for bibliographic management. The feature list is impressive and it is virtually your only choice if you work with Microsoft Word. To me the price was too high compared to BibDesk (free!) especially since I exclusively use LaTeX for writing.

Other solutions

Another quite unusual solution for pdf management is to use iTunes:

• The Best PDF Manager You Don’t Know You Have: Some tips on how to use iTunes for managing pdf files. A little bit outdatted, but most of the stuff is still relevant.
• PDF Adder (Free): AppleScripts for adding pdf files to iTunes.

And what about me?

I use two of those softwares in my setup: Yep and BibDesk. I use Yep for my ebooks, the papers I want to read and everything related to school work (lecture note, assignments, etc). The smart collections of Yep (similar to smart playlists in iTunes) allow me to keep my library ordered with no extra work as long as I put my files in the right folder in Finder. Screenshots:

• Yep 1
• Yep 2

As for BibDesk, I use it exclusively to manage papers that aren’t associated with any specific course or that I might want to cite in a paper or in my thesis. The neat thing about BibDesk is that it generates a BibTeX file for your library that you can include in all your LaTeX documents. Furthermore, you consolidate your library automatically (à la iTunes) so your files are kept in order, which is pretty useful if you want to have a smart collection in Yep for your BibDesk library. Screenshots:

• BibDesk 1
• BibDesk 2

Lifehack.org just published a (pretty impressive) Ultimate Student Resource List. There seemed to be some important stuff missing for the grad students, so here are some of those missing links:

Free Applications

To their list I would add:

• All the LaTeX tools I mentioned in Getting Started with LaTeX.
• A BibTeX reference manager:
  • BibDesk [Mac]
  • JabRef [Java, so all platforms]
• A good PDF reader:
  • Skim [Mac]
  • Foxit [Windows]

Online Tools

I only have one addition here, for those who are learning LaTeX (I should have included it in my previous post):

• MonkeyTeX : Online LaTeX editor (note: for serious work, I recommend always saving a copy to your computer).

Websites

Of course, I would add Productive Scholar . I would also add those search websites that are a must for grad students:

• Google Scholar
• JSTOR
• Science Direct

If you have other ideas, please share in the comments.

For my first how-to post on LaTeX, I’m going to do a little introduction to help you get set up and started. Moving to LaTeX from traditional word processors like Microsoft Words or OpenOffice.Org necessitates some efforts, but once you’ve succeeded, you get all those fancy-looking equations as a reward!

Getting the software you need

Whatever the platform you’re on, you need two pieces of software for LaTeX: a LaTeX engine and a text editor. LaTeX documents are basically text files that are “compiled” by the LaTeX engine to create dvi, postscript or PDF documents. While you can use almost any text editor to create your LaTeX documents, such as Notepad on Windows or TextEdit on Mac OS, some are optimized for LaTeX and can therefore make you life easier. You might also need a viewer for the output files. LaTeX engines usually produce files in one of three formats: DVI, PostScript or PDF. I recommend outputting in PDF as it usually is more convenient and chances are you already have a viewer. All of the software I list below are free (except for WinEdt).

Windows

First, you need MiKTeX, a LaTeX engine. Then you need to choose a text editor. My editor of choice is TeXnicCenter, but WinEdt (shareware) is also very popular.

You can also download the proTeXt distribution which includes MiKTeX, TeXnicCener and GSView (a PostScript viewer).

Mac OS X

To install to LaTex engine on Mac OS, you first need to download i-Installer and use it to install the gwTeX package. Then you need to install an editor. My favorite is TeXShop, and iTeXMac is another good alternative.

The is also a complete distribution called MacTeX that includes the LaTeX engine (TeX Live 2007), TeXShop and other useful software. The only downside is the size (+700MB).

Linux

On Linux, you need the LaTeX and TeX packages that contain the engine. There are many editors available but the one I used when I was on Linux was Kile and I liked it very much.

Your first LaTeX document

\documentclass{report}

\begin{document}

\title{Introduction}
\author{You}
\maketitle

\tableofcontents

\chapter{Introduction}

You first \LaTeX file! This is a math equation $\alpha=0.1$
embedded in the text.
For a full equation:
\begin{equation}
\phi = \sum_{i=1}^{N} \left[ \frac{a^2_i}{2} \right]
\end {equation}

\section{A section}

This is the text that appears in the section.

\subsection{A sub section}

This is the text that appears in the sub section.

\chapter{Conclusion}

This concluded you first \LaTeX file.

\end{document}

The first line indicates the type of document. In this case it is a report, but it could have been an article or a book. The next line indicates the beginning of the document. The next three lines create the title page, and the one after that creates the table of content. The rest is the body of the document. This example document is quite simple, but you can build on it to make your own and learn.

Where to go from here

LaTeX is not something you can master in one day. I my opinion, the best way to learn is to start small and build on that. Don’t know how to do that symbol, how to put 3 images over a single caption or how to put colors in your document? That’s not a problem, Google is there for that. As long as you know the basics, you’re going to be able to do almost anything by looking it up on Google.

There is one book I would strongly recommend (it saved me a lot of time when I wrote my master thesis):

The LaTeX Companion (Tools and Techniques for Computer Typesetting)

Frank Mittelbach. Addison-Wesley Professional 2004, Paperback, 1120 pages, $50.58

Most of the information in this book can be found using Google, but having it all in a structured book can be a real time saver, especially in the beginning.

I plan to write a series of articles on LaTeX to follow up on this one, so make sure to check back (or subscribe to my rss feed).