Ancient Formats

Yesterday was a pretty cool day. One of my MS students successfully defended his thesis which was highly attended by fellow students, faculty, and even a bunch of industry folks. For me, this is student number 4 who has successfully defended so I guess I'm not totally floundering in the mentoring department. Given that I have been reading his thesis, I thought I would discuss (or complain about) something which I think all universities in the US should address relating to theses and dissertations: ancient formatting. Let me take a step back and put this into some context.

As someone who has written an MS thesis and a PhD disseration in two entirely different systems (US for MS, Europe for PhD), I feel like our approach in the US is terrible. If I think back to writing my MS thesis, up until that point in my life, I had no greater personal joy than when I turned that document in. I was ecstatic with it and when I had it bound as a hardcover book (as required), I wanted to show it off to everyone. I was pretty damn proud of that book. But then about a year later my perception changed.

At this point, I was studying in Europe and when I showed up in my office one day, there was a slim, sleek book sitting on my desk. I looked it over and it was the PhD thesis of a fellow graduate student but it looked like a professionally typeset book. It turns out that in Europe, when you write your thesis, you are expected to have 200-250 copies printed to give to your colleagues, committee, and anyone who shows up to your defense. When it came time for me to write my PhD thesis, I wanted to make sure my thesis had the look and feel of a professional document, something worthy of 4 years of work.

My MS thesis, much like the theses that 4 of my students have written, was in the "university standard" format that I think virtually every US university uses. Single column, double spaced, print on one side of the page, weird formatting rules about margins, header height, etc. In contrast, my PhD thesis was B5 sized pages (think about the size of a 7" tablet) with whatever format you want for the contents. Most are single column given the page size but you can use single spaced typesetting, whatever margins and font you want, and you (shock) print on both sides of the paper. In contrast, a European thesis looks like a professional book whereas the US thesis looks like a long high school report.

So why doesn't this change? Most people that see a European thesis almost universally agree that the look and formating makes it much easier to read. I can only think of two reasons why US universities don't change: 1) nostalgia and 2) minimum quality. I can understand (but not agree with) why US universities would do it for nostalgic reasons. They have a legacy of X number of years and they want everything to look and feel the same. That's such a bullshit reason, where it is basically saying the institution is afraid of change. As for minimum quality, there are a many reasons why this doesn't hold weight. The first of which is because the tools of our trade have changed (handwritting to typewriters to computers). Just the difference between a typewriter and a computer improves the quality dramatically. Also, every discipline has its own formats for manuscripts, citations, etc, so why have a generic, awful looking format for very discipline's thesis in a university?

But, the minimum quality really doesn't hold weight when you compare it to a European thesis and their method. From a European university, It is just simply expected that you must produce a professional document. There are no other directions other than that. I can see that being a fear from US universities where they would say "Well if we didn't have these rules, who knows what we will get. So we must have some type of format." But when you see your fellow peers produce a professional document and have 250 copies printed up for their committee, everyone in the lab, and the general audience at the defense, just peer pressure alone is enough to make you produce something that looks good. Also, if nothing else, I think we can agree that no modern journal has a format that comes anywhere close to looking that awful, otherwise people wouldn't want to read it. I know I wouldn't want to. I wish universities would at least say "Pick the format for the standard publication medium for your field and use that as your guideline. We expect your advisor(s) and committee will be able to advise appropriately.". If we could get to that point, I think that would be a win. But until then, the US will be lagging in the professional aspects of our theses and dissertations.

Templates, Because MS Word Makes it Hard Enough (Part 1)

Yesterday, Cherish the Scientist (@mareserinitatis) was kind enough to indulge my twitter (@profgears) rant about how I hate MS Word. It all started when I had to review a paper for a conference proceedings and the only template they offered was either *.doc or *.docx. NewPhD, just starting out, has a brand new laptop with Office 2007 on it. Meanwhile, I have the 4 year old tank laptop with lowly 2003 on it.

And MS, in their infinite wisdom, decided to change their proprietary format, so converting back between *.docx and *.doc destroys any formatting you thought you might have done. Now, I'm not going to keep ranting about this (at least for this post), but rather, I'm going to spell out how students writing their first publication should approach things like pictures, figures, and graphs.

A few days ago, I post about Advisor-Advisee Expectations, which included things like making sure to communicate, to respond rapidly to emails, etc etc. One of the things I forgot to add for students to do is Learn Compatible Software and one of the things I will teach them is How to Make Templates. I'll tackle the software stuff first.

One of the best things I've learned during my PhD studies is "if it looks professional, people will treat it professionally". This is very important for two aspects, namely written work (thesis and papers) and for presentations. If you want to make professional documents, the best way to go IMHO is with LaTeX. Latex is an open source typesetting system for preparing professional documents. I use the MiKTeX distribution. It has a high learning curve but once you get the hang of it, it makes everything easier. LaTeX is something that I would strongly advise any student starting out to learn. I know it seems crazy with all the other stuff you have to do, but once you start, and your peers start, you'll be able to help each other and rapidly climb the learning curve.

For large documents, the content and the format are largely independent. For instance, once you make your thesis template, you'll never have to change it. If you add more content, you just recompile the document and it's done. And, most journals and universities have LaTeX templates for their publications. In those cases, you don't even have to make the template, you just add content. I watched DrWife bitch and moan about MSWord changing fonts, section headings, chapter spacings, you name it while she was writing her thesis. Everything in MSWord is linked and you have no control over that. In LaTeX, everything is still linked, but you have full control over it. Fonts and Sections headings don't change because of the moon rise. Also, the files are a lot smaller, so you don't have to worry about it crashing.

Another reason why LaTeX is great is because it gets you making *.EPS (encapsulated postscript) pictures. Just google vector graphics or check out the wikipedia page. This is the real reason why I wanted to use Latex. I wanted my figures to look professional and be resizable with issues. That's really useful for transferring journal figures into presentations, which need to be scaled larger.

Over the next few days, I'll talk about how I set up templates and what programs I work with to make figures and drawings for publications.