Makefile and Beamer presentations

I have been wondering about Makefiles for some time now, and recently I finally got around learning about them so that I could use make to regenerate all the different versions of a manuscript I’m working on. And I thought I would take the opportunity to explain how they can be useful for Beamer presentations.

The setting is as follows: let’s say you are preparing slides using Latex/Beamer. You are including pauses in your slides, e.g. you are stopping after each bullet point. This is useful if you want to focus the attention of the audience on a specific point of your slides, or if you don’t want to reveal the punchline too soon. On the other hand, if you want to print the slides, you want to remove these pauses. This is why the beamer class has the option handout. Now, the question is, how do I generate these two files from the same presentation?

There is a few possibilities that come to mind:

Another possibility is to have three Latex files: one with the text, and two that only contain headers (one with option handout and one without). This is usually what I do.

Where the Makefile can become useful is in automating the compilation of both the handout and the slides. Moreover, if for example you only change the header file for the handout, you don’t want to have to recompile the slides.

The setting is going to be as follows: say you have a presentation in a file talk.tex. You also have two separate files for the headers: talk_slides.tex and talk_handout.tex. The latter looks something like:

\documentclass[handout]{beamer}
\input{talk.tex}

Makefile

Now let’s talk about the Makefile. In general, there are three components to it:

The point is that, once you have a Makefile in your directory, you simply use the function make to run the instructions.

The syntax of the Makefile is thus as follows:

targets: dependencies
  instructions

Note that you need a hard tab at the beginning of the instructions, or otherwise you will get a missing operator error (although you can circumvent this using semi-colons if you want).

Let’s look at one example: one target we are interested in is talk_handout.pdf, the output when compiling talk_handout.tex with pdflatex. We want to recompile it when either talk_handout.tex or talk.tex is changed. Therefore in the Makefile, we would write

talk_handout.pdf: talk_handout.tex talk.tex
  pdflatex talk_handout

And of course you would have something similar for the target talk_slides.pdf.

Special targets

There is two important special targets that I want to discuss: all and .PHONY. By default, the function make will build the first target when you call it without an argument, and to build a specific target you would write make target. But what if you want to build multiple targets at the same time? Instead of running separate commands make target1, make target2, etc., you can use the special target all, whose dependencies are all the other targets you would like to build at the same time. For example, with our Beamer presentation, you would have

all: talk_handout.pdf talk_slides.pdf

Next, .PHONY. When you compile Latex files, you get several auxiliary files which can useful to speed up a future compilation. But sometimes you also want to remove them; the Makefile can also help you automating this. You can create a target clean, with or without dependencies, and with the instructions to remove these auxiliary files:

clean: 
  rm *.aux *.blg *.out *.bbl *.log

You can then clean your directory by simply calling make clean.

The issue, though, is that the clean target is special, in that it doesn’t correspond to a file in your directory. To make sure make knows this, you can make clean a dependency of the special target .PHONY.

Therefore, our Makefile for the Beamer presentation is now

all: talk_handout.pdf talk_slides.pdf

.PHONY: clean
clean: 
  rm *.aux *.blg *.out *.bbl *.log
  
talk_handout.pdf: talk_handout.tex talk.tex
  pdflatex talk_handout
  
talk_slides.pdf: talk_slides.tex talk.tex
  pdflatex talk_slides

Voila! This is all you need for this project. Save the above script in a file named Makefile or makefile, and you simply run the command make to recompile your pdf documents whenever you change something.

More advanced concepts

The above Makefile is unnecessary long and also repetitive: for example the word talk appears in multiple places, and if we want to change it (e.g. we want to reuse this Makefile for another presentation), we need to change it everywhere. The solution is simply to create a variable that will hold the name of the presentation. Therefore to reuse the Makefile we only need to change one line:

FILE = talk

all: $(FILE)_handout.pdf $(FILE)_slides.pdf

.PHONY: clean
clean: 
  rm *.aux *.blg *.out *.bbl *.log
  
$(FILE)_handout.pdf: $(FILE)_handout.tex $(FILE).tex
  pdflatex $(FILE)_handout
  
$(FILE)_slides.pdf: $(FILE)_slides.tex $(FILE).tex
  pdflatex $(FILE)_slides

Moreover, since we are essentially using the same instructions for both talk_slides.pdf and talk_handout.pdf, it would be nice if we only had to write it once. For this purpose, we can use the special macro $@, which stands for the target name. We can then rewrite our Makefile as

FILE = talk

all: $(FILE)_handout.pdf $(FILE)_slides.pdf

.PHONY: clean
clean: 
  rm *.aux *.blg *.out *.bbl *.log
  
$(FILE)_handout.pdf $(FILE)_slides.pdf: $(FILE)_slides.tex $(FILE)_handout.tex $(FILE).tex
  pdflatex $@

So we have two targets on the same line, and only one set of instructions. One possible issue is that now talk_slides.tex is a dependency for talk_handout.pdf and vice-versa, and therefore both the slides and the handout will be recompiled whenever there is a change. This is not too problematic, since most changes will be made to talk.tex which is already a dependency for both the slides and the handout.

Edit (2015/12/08): This actually doesn’t work, because the target is a PDF document and pdflatex is expecting a Latex file (or a file without an extension). If someone knows how to fix this, you can post the solution in the comments below!

There is much more to learn about Makefiles, and I think the easiest way is to try it out and whenever I need something new, either look at the official documentation or stackoverflow.

Workflow

Having been through the process of learning about Makefiles, I thought I would take advantage of all this and build a workflow for my Beamer presentations. What I want is the following:

This single script is as follows:

# First argument is the name of the talk
# other arguments are ignored
TALK=$1

mkdir $TALK
cd $TALK/

# Create the two header files
echo -e "\documentclass[handout]{beamer}\n\input{$TALK.tex}" > $TALK\_handout.tex

echo -e "\documentclass{beamer}\n\input{$TALK.tex}" > $TALK\_slides.tex

# Create the main file
# Note: the path corresponds to where my template is located
cp ~/.config/texstudio/templates/user/template_beamer.tex $TALK.tex

# Create the Makefile
echo -e "FILE = $TALK"'

all: $(FILE)_handout.pdf $(FILE)_slides.pdf

.PHONY: clean
clean: 
\trm *.aux *.blg *.out *.bbl *.log
  
$(FILE)_handout.pdf $(FILE)_slides.pdf: $(FILE)_slides.tex $(FILE)_handout.tex $(FILE).tex
\tpdflatex $@' > Makefile

Note that the functionality of this script is highly dependent on which type of shell you use. But a particular point to keep in mind is that, when creating the Makefile, I’m using both single and double quotes. This is because I want most of the variable names to be interpreted literally, except the first line, which will change depending on the name of the presentation.

Now, I can put this script in a file called talkInit.sh, put the file somewhere my interpreter can find, and then everytime I have a presentation to prepare, I simply type talkInit talk in the directory I want and everything should work fine!

If you have questions or comments, please feel free to add them below!