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LaTeX/Labels and Cross-referencing

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LaTeX

Getting Started
  1. Introduction
  2. Installation
  3. Installing Extra Packages
  4. Basics
  5. How to get help

Common Elements

  1. Document Structure
  2. Text Formatting
  3. Paragraph Formatting
  4. Colors
  5. Fonts
  6. List Structures
  7. Special Characters
  8. Internationalization
  9. Rotations
  10. Tables
  11. Title creation
  12. Page Layout
  13. Customizing Page Headers and Footers‎
  14. Importing Graphics
  15. Floats, Figures and Captions
  16. Footnotes and Margin Notes
  17. Hyperlinks
  18. Labels and Cross-referencing
  19. Initials

Mechanics

  1. Errors and Warnings
  2. Lengths
  3. Counters
  4. Boxes
  5. Rules and Struts

Technical Text

  1. Mathematics
  2. Advanced Mathematics
  3. Theorems
  4. Chemical Graphics
  5. Algorithms
  6. Source Code Listings
  7. Linguistics

Special Pages

  1. Indexing
  2. Glossary
  3. Bibliography Management
  4. More Bibliographies

Special Documents

  1. Scientific Reports (Bachelor Report, Master Thesis, Dissertation)
  2. Letters
  3. Presentations
  4. Teacher's Corner
  5. Curriculum Vitae
  6. Academic Journals (MLA, APA, etc.)

Creating Graphics

  1. Introducing Procedural Graphics
  2. MetaPost
  3. Picture
  4. PGF/TikZ
  5. PSTricks
  6. Xy-pic
  7. Creating 3D graphics

Programming

  1. Macros
  2. Plain TeX
  3. Creating Packages
  4. Creating Package Documentation
  5. Themes

Miscellaneous

  1. Modular Documents
  2. Collaborative Writing of LaTeX Documents
  3. Export To Other Formats

Help and Recommendations

  1. FAQ
  2. Tips and Tricks

Appendices

  1. Authors
  2. Links
  3. Package Reference
  4. Sample LaTeX documents
  5. Index
  6. Command Glossary

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Introduction

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In LaTeX, you can easily reference almost anything that can be numbered, and have LaTeX automatically updating the numbering for you whenever necessary. The objects which can be referenced include chapters, sections, subsections, footnotes, theorems, equations, figures and tables[1]. The commands to be used do not depend on what you are referencing, and they are:

\label{marker}
Used to give the object you want to reference a marker — a name which can be used to refer to that object later.
\ref{marker}
Used to reference an object with the specified marker. This will print the number that was assigned to the object.
\pageref{marker}
Used to print the page number where the object with the specified marker is found.

LaTeX will calculate the right numbering for the objects in the document; the marker you have used to label the object will not be shown anywhere in the document. Instead, LaTeX will replace the string "\ref{marker}" with the right number that was assigned to the object. If you reference a marker that does not exist, the compilation of the document will be successful but LaTeX will return a warning:

LaTeX Warning: There were undefined references.

and it will replace "\ref{unknown-marker}" with "??" — so that it will be easier to find in the document.

As you may have noticed, this way of cross-referencing is a two-step process: first the compiler has to store the labels with the right number to be used for referencing, then it has to replace the \ref with the right number.

Because of that, you would have to compile your document twice to see the output with the proper numbering. If you only compile it once, then LaTeX will use the older information collected in previous compilations (which might be outdated), and the compiler will inform you by printing the following message at the end of the compilation:

LaTeX Warning: Label(s) may have changed. Rerun to get cross-references right.

Using the command \pageref{} you can help the reader to find the referenced object by providing also the page number where it can be found. You could write something like:

See figure~\ref{fig:test} on page~\pageref{fig:test}.

Since you can use exactly the same commands to reference almost anything, you might get a bit confused after you have introduced a lot of references. It is common practice among LaTeX users to add a few letters to the label to describe what you are referencing. Some packages, such as fancyref, rely on this meta information. Here is an example:

ch: chapter
sec: section
subsec: subsection
fig: figure
tab: table
eq: equation
lst: code listing
itm: enumerated list item
alg: algorithm
app: appendix subsection

Following this convention, the label of a figure will look like \label{fig:my_figure}, etc. You are not obligated to use these prefixes, and can in fact use any string as an argument of \label{...}, but these prefixes can become increasingly useful as your document grows in size.

Another suggestion: try to avoid using numbers within labels. You are better off describing what the object is about. This way, if you change the order of the objects, you will not have to rename all your labels and their references.

If you want to be able to see the markers you are using in the output document as well, you can use the showkeys package; this can become very useful as you develop your document. For more information see the Packages section.

Examples

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Here are some practical examples, but you will notice that they are all the same because they all use the same commands.

Sections

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\section{Greetings}
\label{sec:greetings}

Hello!

\section{Referencing}

I greeted in section~\ref{sec:greetings}.

You could place the label anywhere in the section; however, in order to avoid confusion, it is better to place it immediately after the beginning of the section. Note how the marker starts with sec:, as suggested before. The label is then referenced in a different section, where the tilde (~) indicates a non-breaking space.

Pictures

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You can reference a picture by inserting it in the figure floating environment.

\begin{figure}
  \centering
    \includegraphics[width=0.5\textwidth]{gull}
  \caption{Close-up of a gull}
  \label{fig:gull}
\end{figure}
Figure~\ref{fig:gull} shows a photograph of a gull.

When a label is declared within a float environment, the \ref{...} will return the respective figure/table number, but it must occur after the caption. When declared outside, it will give the section number. To be completely safe, the label for any picture or table can go within the \caption{} command, as follows:

\caption{Close-up of a gull\label{fig:gull}}

For more, see the Floats, Figures and Captions section about the figure and related environments.

Fixing wrong labels

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The command \label must appear after (or inside) \caption. Otherwise, it will pick up the current section or the list number instead of what is intended.

\begin{figure}
  \centering
  \includegraphics[width=0.5\textwidth]{gull}
  \caption{Close-up of a gull} \label{fig:gull} 
\end{figure}
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In case you use the package hyperref to create a PDF, the link to a table or a figure will point to its caption instead, which is always below the table or the figure itself[2]. As a result, the table or the figure will not be visible if it is above the pointer, which means that some scrolling-up would be required. If you want the link to point to the top of the image, you can give the option hypcap to the caption package[3]:

\usepackage{caption} % hypcap is true by default so [hypcap=true] is optional in \usepackage[hypcap=true]{caption}

Formulae

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Here is an example showing how to reference formulae:

\begin{equation} \label{eq:solve}
x^2 - 5 x + 6 = 0
\end{equation}

\begin{equation}
x_1 = \frac{5 + \sqrt{25 - 4 \times 6}}{2} = 3
\end{equation}

\begin{equation}
x_2 = \frac{5 - \sqrt{25 - 4 \times 6}}{2} = 2
\end{equation}

and so we have solved equation~\eqref{eq:solve}

Here, notice the eq: prefix in the label — and that the label is placed soon after the beginning of the math mode. To reference a formula, an environment with counter would have to be used. Most of the times, you will be using the equation environment, as that's usually the best choice for one-line formulae whether you are using amsmath or not.

eqref

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The amsmath package adds a new command for referencing formulae; it is \eqref{}. It works exactly like \ref{}, but adds parentheses so that instead of printing a plain number as 5, it will print (5). This can be useful to help the reader distinguish between formulae and other things, without the need to repeat the word "formula" before any reference.[4] Its output can be changed as desired; for more information see the amsmath documentation.

The \tag{eqnno} command is used to manually set equation numbers, where eqnno is the text string you want to display instead of the usual equation number. It is normally better to use labels, but sometimes hard-coded equation numbers might offer a useful work-around — such as the case where you want to repeat an equation that has already been used before (e.g. \tag{\ref{eqn:before}}).

numberwithin

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The amsmath package adds the \numberwithin{countera}{counterb} command, which replaces the simple countera with a more sophisticated counterb.countera. For example, \numberwithin{equation}{section} in the preamble will prepend the section number to all equation numbers.

cases

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The cases package adds the \numcases and the \subnumcases commands, which produce multi-case equations with a separate equation number and a separate equation number plus a letter, respectively, for each case.

The varioref package

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The varioref package introduces a new command called \vref{}. This command is used exactly like the basic \ref, but it has a different output according to the context. If the object to be referenced is in the same page, it works just like \ref; if the object is far away, it will print something like "5 on page 25", i.e. it adds the page number automatically. If the object is close, it can use more refined sentences such as "on the next page" or "on the facing page" automatically — according to the context and the document class.

This command has to be used very carefully. It outputs more than one word, so it may happen that its output falls on two different pages. In this case, the algorithm can get confused and cause a loop.

For example, you could label an object on page 23 and the \vref output could happen to stay between page 23 and 24. If it were on page 23, it would print like the basic ref, if it were on page 24, it would print "on the previous page", but it is on both, and this may cause some strange errors at compiling time that could be very difficult to fix.

And while for small documents, these situations might happen very rarely, for long documents spanning hundreds of references, these situations are more likely to happen. One way to avoid these problems during document preparation is to use the standard ref all the way through at first, convert all to vref when the document is close to its final version — before making the adjustment to fix any possible problem.

The hyperref package

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autoref

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The hyperref package introduces another useful command; \autoref{}. This command creates a reference with additional text corresponding to the target's type, all of which will be a hyperlink. For example, the command \autoref{sec:intro} would create a hyperlink to the \label{sec:intro} command, wherever it is. Assuming that this label is pointing to a section, the hyperlink would contain the text "section 3.4", or similar (the full list of default names can be found here). Note that, while there's an \autoref* command that produces an unlinked prefix (useful if the label is on the same page as the reference), no alternative \Autoref command is defined to produce capitalized versions (useful, for instance, when starting sentences); but since the capitalization of autoref names was chosen by the package author, you can customize the prefixed text by redefining \typeautorefname to the prefix you want, as in:

\def\sectionautorefname{Section}

This renaming trick can, of course, be used for other purposes as well.

  • If you would like to have a hyperlink reference without the predefined text \autoref{} provides, then you change this with a command such as \hyperref[sec:intro]{Appendix~\ref*{sec:intro}}. Note that you can disable the creation of hyperlinks in hyperref, and just use these commands for automatic text.
  • Keep in mind that the \label must be placed inside an environment with a counter, such as a table or a figure. Otherwise, not only will the number refer to the current section (as mentioned above), but the name might refer to the previous environment with a counter as well. For example, if you put a label after closing a figure, the label will still say "figure n", on which n is the current section number.

nameref

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The hyperref package also automatically includes the nameref package, and a similarly named command. It is similar to \autoref{}, but inserts text corresponding to the section name, for example.

Input:

\section{MyFirstSection} \label{sec:marker}
\section{MySecondSection}
In section~\nameref{sec:marker} we defined...

Output:

In section MyFirstSection we defined...

Anchor manual positioning

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When you define a \label outside a figure, a table, or other floating objects, the label points to the current section. In some cases, this behavior is not what you'd like and you'd prefer the generated link to point to the line where the \label is defined. This can be achieved with the command \phantomsection as in this example:

%The link location will be placed on the line below.
\phantomsection
\label{the_label}

The cleveref package

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The cleveref package introduces the new command \cref{} which includes the type of referenced object like \autoref{} does. The alternate \labelcref{} command works more like standard \ref{}. References to pages are handled by the \cpageref{} command.

  • Use \crefrange{}{} and \cpagerefrange{} commands for start and end label in either order and to provide a natural language (babel enabled) range.
  • Use \cref{} command for multiple or single references (on single line), it will sort them and group into ranges automatically in very convenient format like ` item 2 to 4 and 6 to 19.`.[5]
  • Use \labelcref{} where the numbers would be a references to the labels and [sorted] output as in previous paragraph

The format can be specified in the preamble.

Interpackage interactions for varioref , hyperref , and cleveref

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Because varioref,hyperref, and cleveref redefine the same commands, they can produce unexpected results when their \usepackage commands appear in the preamble in the wrong order. For example, using hyperref,varioref, then cleveref can cause \vref{} to fail as though the marker were undefined.[6] The following order generally seems to work:

  1. varioref
  2. hyperref
  3. cleveref[6]

See also

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Notes and References

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