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hecthese: the L A TEX document class for dissertations and theses at HEC Montréal

Benoit Hamel, Library , HEC Montréal September 7, 2021

Abstract

ThehectheseLATEX document class has been created to allow graduate students at HEC Montréal to write their dissertation or thesis with the document preparation system while complying to all presentation standards required by the University. As such, the class complies entirely with the Guidelines for Writing an Academic Work at a Graduate Level[2], hereafter called theGuidelines.

1 Installing the class

1.1 Prerequisites

The use of this document class presumes that you have already installed a TEX distribution and a code editor. For the development of hecthese, the TEXLive 2016 distribution[3] and the TEXStudio code editor[4] were used. Its features were tested with thelatex,pdflatex,bibtexandmakeindexcompilers. The class has also been tested with the MiKTEX distribution1 and WinEdt code editor, with the 2017 to 2020 versions of TeXLive as well as with the Overleaf web application.

We invite you to test the class with your own distribution and code editor and to use it like you would with any other work you do with LATEX.

1.2 Installation

V Overleaf and MacOS users

For a reason still unresolved, the installation process described hereunder doesn’t work on MacOS. You must download this preinstalled version W of the class to work with it.

If you are an Overleaf user, please use the preinstalled version mentioned above to start a project.

1A big “thank you!” goes to Franck Jeannot for making the tests.

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The.zip archive you downloaded contains the following files and directory:

1. hecthese-fr.ins: the french class installation file;

2. hecthese-en.ins: the english class installation file;

3. hecthese.dtx: the bilingual documented source code;

4. hecthese.pdf: the french version of the class documentation;

5. hecthese-en.pdf: the english version of the class documentation;

6. README.md: the file required to show the class description on the ctan.org Website.

Follow these steps to install the class2:

1. Create a working directory on your computer.

2. Extract the.zip archive in that directory.

3. Open a command-line editor.

4. Change directories until you reach your working directory.

5. Type the following command in the editor:

latex hecthese-en.ins

The command will create a bunch of files that will become your document.

The list of files needed will depend on the type of document you’ll be writing.

1.3 List of a document’s required files

Table1 shows a list of all required files for each type of document. Depending on the type of work you’ll be doing, you’ll have to choose between one of these four templates:

• template-phd-classic.tex: template for writing a dissertation in a classic manner;

• template-phd-articles.tex: template for writing a dissertation with arti- cles;

• template-msc-classic.tex: template for writing a thesis in a classic man- ner;

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Table 1: List of a document’s required files

Dissertations Theses

File Classic With articles Classic With articles

template-phd-*.tex Ë Ë ○ ○

template-msc-*.tex ○ ○ Ë Ë

abstract-french.tex Ë Ë Ë Ë

abstract-english.tex Ë Ë Ë Ë

acronym-list.tex Ë Ë Ë Ë

dedication.tex Ë Ë ○ ○

acknowledgements.tex Ë Ë Ë Ë

preface.tex Ë Ë Ë Ë

introduction.tex Ë Ë Ë Ë

theoretical-framework.tex ○ Ë ○ ○

literature-revue.tex ○ ○ Ë Ë

chapter-1.tex Ë ○ Ë ○

chapter-2.tex Ë ○ Ë ○

chapter-3.tex Ë ○ Ë ○

article-1.tex ○ Ë ○ Ë

article-2.tex ○ Ë ○ ○

article-3.tex ○ Ë ○ ○

conclusion.tex Ë Ë Ë Ë

appendix.tex Ë Ë Ë Ë

• template-msc-articles.tex: template for writing a thesis with articles.

Once you have chosen a template file, delete the three remaining ones as you won’t need them. The template file is your document’s master file, the one on which you will have to run all compilers needed to generate your final document.

It is also in this file that you will write all the metadata related to your work (title, author, etc.) and add all packages, user-defined commands and environments you will need to complete your work.

Your work will be written in the other files. Each file represents a section of your work. Their name is, as such, self-explanatory. You can add and delete as many files as you wish. Just make sure to include the added files to your template file with \include commands, to erase the \include commands related to the deleted files and, most of all, to comply with all theGuidelines’ rules related to the mandatory sections of your work and their presentation order.

2An installation tutorial is available athttps://www.youtube.com/watch?v=nfTEgcJbufs(in French with English subtitles).

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2 Using the class

The hecthese document class has been created to be as simple and as flexible as possible. The main goal of the class is to layout your dissertation or thesis according to the presentation standards required by theGuidelines and to allow you to add as many features as you see fit.

hecthese is based on the memoir document class[5] which already provides numerous features. Before programming any new commands or environments, you should read the class’ exhaustive documentation3.

2.1 Class options

The class has very few default options. They only concern font size, document language and type. They are all enclosed in the\documentclasscommand.

The french edition of the Guidelines mentions that “font size usually varies 10pt,11pt,12pt

between 10 and 12 points in the text”[1, p. 15]. You have to choose between one of these three options: 10pt,11pt or 12pt. If none of the options is chosen, the default12ptoption will be used by the class4.

french and english options come from the babel package[6] and they are english,french

used to indicate to the compiler in which language(s) the document is written. The last language in the options list is the document’s default language. Even if these options come from the babelpackage, they are inserted in the \documentclass command so they can be applied globally to all packages that could use them.

You use phdclassique when you write a dissertation in a classic manner, phdclassique

phdarticles mscclassique mscarticles

phdarticles when you write a dissertation with articles, mscclassique when you write a thesis in a classic manner andmscarticles when you write a thesis with articles. Each of these options is automatically inserted in its corresponding template file when you install thehecthesedocument class. Sincephdclassique is the class’ default document type option, you could erase this option from the template-phd-classic.tex file, but we advise you don’t do that so you don’t encounter problems while writing.

As for the three other document type options,never erase them from the

\documentclass command! By doing so, you would encounter errors when compiling your document, especially during the BiBTEX compilations and during the title page layout.

2.2 Class commands

Thehecthesedocument class provides commands that can be separated into three categories:

3. . . although. . . the author of the present class did not read it himself entirely. Mea culpa. . .

4As an example, this documentation is written with a10ptfont size

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1. document metadata (author, title, etc.) used to generate the title pages;

2. document layout commands;

3. bibliography-related commands for dissertations and theses written with ar- ticles.

2.2.1 Document metadata

The following commands are used in all document types.

This is the title of your dissertation or thesis. Do not use the LATEX \title

\HECtitle

command as the class will not take it into account. If your title is very long, separate it in more than one line with the\\command.

This is the subtitle of your dissertation or thesis. If there is a subtitle, a colon

\HECsubtitle

(:) will automatically separate the title from the subtitle, and the latter will be laid out below the title without you having to add the\\command after the title.

This is the author of the dissertation or thesis, meaning you, unless you have

\HECauthor

plagiarized your work. . . Write your name in theFirstName LastNameformat. Do not use the LATEX\authorcommand as the class will not take it into account.

The\HECoptiondetermines your dissertation’s or thesis’ option.

\HECoption

\HECsubMonth and \HECsubYear represent the month and year of the final

\HECsubMonth

\HECsubYear submission of your work. Write down the month in full letters and the year in the YYYY format.

These are variants of the \HECauthor and \HECtitle commands and they

\HECpdfauteur

\HECpdftitre are used for inserting metadata in the final .pdf document. They are included in the\hypersetup command’s pdftitle and pdfauthoroptions provided by the hyperrefpackage[7].

The following commands are used in dissertations only. If you are writing a thesis, you can skip to Section2.2.2.

Each of these commands identifies a person involved in your work. The

\HECrapporteurPresident

\HECresearchDirector

\HECresearchCodirector

\HECexternalexaminator

\HECdirectorRepresentative

commands take two arguments. The first argument is the person’s name in the FirstName LastName format. The second argument is the person’s gender, male (M) or female (F). It is important to type in the person’s gender as it will affect how the person’s title is rendered on the title page, and it is not advisable to hurt your directors’ feelings upon submission of your work. . .

This command has the same role as the five preceding ones, but it only takes

\HECjuryMember

one argument, the person’s name, as the job title is in this case gender-neutral.

By default, your codirector, jury member and external examinator are con-

\HECcodirectorUniversity

\HECjuryMemberUniversity

\HECexaminatorUniversity

sidered working at HEC Montréal by thehecthesedocument class, but they could be working at another university. You’ll then have to modify the university’s name is these commands when necessary.

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2.2.2 Document layout

Title pages differ from one document type to the other as it is shown in theGuide-

\HECtitlepages

lines’ title page templates. A jury identification page is also included after the title page in dissertations. The\HECtitlepagescommand automatically generates all title pages using the contents of the commands listes in Section2.2.1.

? Why are my title pages displayed in French?

The Université de Montréal’s Règlement pédagogique de la faculté des études supérieures et postdoctorales[16, art. 88,89,134,135] states the language and presentation standards that prevail for dissertations and thesis, and refers to the Guide de présentation des mémoires et des thèses[17, p. 22] where it is written that “title pages must be written in French even when the dissertation or thesis is written in English”. Since HEC Montréal is one of Université de Montréal’s affiliate universities, this rule prevails.

The \HECtitreIntroduction and \HECtitreConclusion commands are

\HECtitreIntroduction

\HECtitreConclusion

\HECgenererTitres

placed as arguments in theintroduction.texandconclusion.texfiles’\chapter*

command. They are used in the title generation with the \HECgenererTitres command. If you write a dissertation or thesis in a classical manner, the titles of your document’s introduction and conclusion will be “Introduction” and “Conclu- sion”, whereas if you write a dissertation or thesis with articles, the titles will be

“General Introduction” and “General Conclusion”.

Many parts of HEC Montréal’s dissertations and theses being “homemade”

\HECtdmAbreviations

\HECtdmRemerciements

\HECtdmAvantPropos

\HECtdmCadreTheorique

\HECtdmRevueLitterature

\HECtdmResumeArticle

sections and chapters, no official english translations exist for their titles. Thehec- theseclass takes care of the problem by automatically detecting the document’s default language and by generating the appropriate titles for these sections: gen- eral introduction and conclusion, acronym list, acknowledgements, preface, theo- retical framework, literature revue and each article’s abstract.

2.2.3 By-article dissertations’ and theses’ bibliographies

In dissertations and theses written with articles, there are many bibliographies:

one specific bibliography for each article and a general bibliography for the whole document. Thehecthesedocument class uses thechapterbibpackage[8] to gen- erate multiple bibliographies in one document.

Thechapterbib package and memoirclass have conflicting issues concerning

\HECbibliographieArticle

the bibliographies’ place in a document’s divisions. The\HECbibliographieArticle makes sure that the articles’ bibliographies are positioned as unnumbered sections inside the articles. This is why, in the by-articles templates, this command is placed just after the\HECtitlepagescommand.

This command positions the document’s general bibliography as an unnum-

\HECbibliographieGenerale

bered “chapter” (in the LATEX definition of the term). It is placed just before the template’s\bibliographystylecommand.

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Thechapterbibpackage is pretty good at fulfilling its purpose, which is gen-

\HECreferences

erating multiple bibliographies. The problem is that a\bibliographycommand must be included in each file if one wants her citations to appear in the document.

And by including the command, a bibliography is generated for that part of the document. In sections of the document such as the introduction, the abstracts or the conclusion, a bibliography must not be generated as the references for these parts have to be included in the general bibliography. The\HECreferencescom- mand allows you to insert citations and see them displayed correctly in a given section without generating a bibliography for that section. Its syntax is as follows:

\HECreferences{bibliographic style>}{<file.bib>}

Even if the bibliography of a given section won’t be displayed, it is important to specify a bibliography style as the references will still appear in the general bibliography.

2.3 Class environments

Thehecthese class’ environments all share the same purpose : laying out your work.

This environment can be found in the dedication.tex file. It is inside the HECdedication

HECdedicationenvironment that you will write. . . your dedication. At the docu- ment’s compilation, the dedication will be vertically centered, aligned at the right margin and emphasized.

HECabreviationsis a variant of thedescriptionenvironment. It is used to HECabbreviations

build your acronyms list. It takes as argument the longest of your acronyms and uses its length to align the list in two columns. Thecalc[9] and enumitem[10]

packages are used to layout the list.

3 Writing your dissertation or thesis

In this section, we will give you a few hints for writing your dissertation or thesis with thehecthese document class.

3.1 One document divided in multiple files

As mentioned in Section1.3, your document is divided in many files. A few reasons underlie the choice of such a division:

1. Separate your code (packages, commands, environments, etc.) from your document;

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2. Reduce the files’ size;

3. Facilitate searching through your text;

4. Offer better flexibility for adding or deleting sections.

Each file is heavily commented with instructions to make sure you don’t make any mistake or mess with the document structure. Carefully read through the comments and delete them if necessary.

3.2 Bibliographies and citations

If you plan on writing your dissertation or thesis in French, we suggest you use the francaisbibliography style when compiling your bibliographies. It has been built by Université Laval’s professor Vincent Goulet[12] and it is the bibliography style resembling the most HEC Montréal’s bibliography style, elaborated by Caroline Archambault[15]. This style also supports theauthor-year citation format that is recommended for use in theGuidelines.

If you write your dissertation or thesis in English, we suggest you use the apalikebibliography style.

In order to fully comply with theGuidelines, we recommend you use the\citep command when citing your sources.

If you choose to use other bibliography styles and/or citation formats, just make sure that they are compatible with thenatbibpackage loaded with the doc- ument class. Otherwise, you’ll run into errors when you’ll compile your document.

4 Compilation V Overleaf users

Since Overleaf only has a single “Compile” button, this section doesn’t concern you.

When the time comes for compiling your document, simply pressing “Compile”

in your code editor won’t suffice. A precise chain of compilations is necessary if you want your document to be rendered properly, most of all if you compile a dissertation or thesis written with articles5.

4.1 Classic dissertations and theses

Here is the compilation chain you need to do in order to generate your classic dissertation or thesis. You can perform these compilations from your code editor

5A video tutorial showing the compilation process is available athttps://www.youtube.com/

watch?v=hS3LMC3H55w(in French with English subtitles)

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or from the command line. In the following list, replace*bymscorphddepending of the type of document you’re writing.

2 pdflatex template-*-classic.tex 2 bibtex template-*-classic.tex 2 makeindex template-*-classic.tex6 2 pdflatex template-*-classic.tex 2 pdflatex template-*-classic.tex

Compiling a dissertation or thesis is pretty straightforward. All compilation steps are performed on your template file. You run a first compilation with pdflatex, you generate your bibliography and index withbibtexandmakeindex and you recompile your template file at least twice with pdflatex in order to output the bibliography, the index and the table of contents.

When compiling your document using the command line, you don’t need to type the file extension (tex). Only the file name will suffice.

4.2 Dissertations and theses written with articles

Here is the compilation chain you need to do in order to generate your disser- tation or thesis written with articles. As mentioned in Section4.1, replace *by dissertationorthesis.

2 pdflatex template-*-articles.tex 2 makeindex template-*-articles.tex7 2 bibtex template-*-articles.tex 2 bibtex [file].aux

2 pdflatex template-*-articles.tex 2 pdflatex template-*-articles.tex

Compiling a dissertation or thesis written with articles is more complex because you have to generate each article’s bibliography separately. You begin by compiling your template file withpdflatex. You then run bibtex andmakeindex on this same file. Once the first bibtex compilation is over, open each.aux file where you’ve inserted citations, i.e. article-1.aux, article-2.aux, article-3.aux, etc.

6Do this compilation only if you,ve inserted index entries and the\printindexcommand in your document.

7See note6.

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8 Run abibtexcompilation on each of these files. Finally, runpdflatexat least twice on your template file to output all bibliographies, the index and the table of contents.

As mentioned at Section4.1, only the file names are necessary for compiling from the command line.

A hecthese class source code

You will find in this section the LATEXhecthese document class’ source code. If you want to see how it is programmed, help debug or enhance it, etc., this section is for you.

A.1 Boolean tests and values

To run conditional tests, the class uses the ifthen package[11]. Boolean vari- ables are used to determine what kind of document is being written (Ph.D. or M.Sc., classic or by articles) and to determine each contributor’s gender. Once the variables have been instantiated, default values are given to these variables.

1h∗classi

2\RequirePackage{ifthen}

3

4% Booleens

5\newboolean{HEC@isPhD} % Le travail est une these ou non

6\newboolean{HEC@isClassique} % Le travail est redige de maniere classique ou non

7\newboolean{HEC@isPresRappFemme} % President rapporteur femme ou non

8\newboolean{HEC@isDirRechFemme} % Directeur de la recherche femme ou non

9\newboolean{HEC@isCodirRechFemme} % Codirecteur de la recherche femme ou non

10\newboolean{HEC@isExamExtFemme} % Examinateur externe femme ou non

11\newboolean{HEC@isRepDirFemme} % Representant du directeur femme ou non

12

13% Valeurs par defaut

14\setboolean{HEC@isPhD}{true}

15\setboolean{HEC@isClassique}{true}

16\setboolean{HEC@isPresRappFemme}{false}

17\setboolean{HEC@isDirRechFemme}{false}

18\setboolean{HEC@isCodirRechFemme}{false}

19\setboolean{HEC@isExamExtFemme}{false}

20\setboolean{HEC@isRepDirFemme}{false}

8Open the.auxfiles only if you compile your documents from the code editor.

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A.2 Class options

The few options available with the class are declared hereunder. Note that the babelpackage’s options are not declared here.

21

22% Taille de la police de caractere

23\DeclareOption{10pt}{%

24\PassOptionsToClass{10pt}{memoir}

25}

26\DeclareOption{11pt}{%

27\PassOptionsToClass{11pt}{memoir}

28}

29\DeclareOption{12pt}{%

30\PassOptionsToClass{12pt}{memoir}

31}

32

33% Type de document

34\DeclareOption{mscclassique}{%

35\setboolean{HEC@isPhD}{false}

36\setboolean{HEC@isClassique}{true}

37}

38\DeclareOption{mscarticles}{%

39\setboolean{HEC@isPhD}{false}

40\setboolean{HEC@isClassique}{false}

41}

42\DeclareOption{phdclassique}{%

43\setboolean{HEC@isPhD}{true}

44\setboolean{HEC@isClassique}{true}

45}

46\DeclareOption{phdarticles}{%

47\setboolean{HEC@isPhD}{true}

48\setboolean{HEC@isClassique}{false}

49}

50

A.3 Class loading

The class is loaded in the document with all the options declared by the end user.

If a font size is not specified, the classe loads the12pt font size by default.

51

52% Chargement de la classe

53\DeclareOption*{\PassOptionsToClass{\CurrentOption}{memoir}}

54\ExecuteOptions{12pt} % Taille par defaut

55\ProcessOptions

56\LoadClass{memoir}

57

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A.4 Required packages

Very few packages are loaded in the class so you can write your document with a maximum flexibility.

The class uses the natbib package[13] so you can write your citations in the author-year format. Thechapterbibpackage is loaded only if the dissertation or thesis is written with articles.

The other packages loaded are typical to any other document: file encoding, graphics, images and color management, math modes, etc.

58

59\RequirePackage[utf8]{inputenc} % Pour ecrire les diacritiques directement

60\RequirePackage[T1]{fontenc} % Utilisation des polices T1

61\RequirePackage{natbib} % A inclure avant babel

62

63% Si le document est redige par articles, charger chapterbib.

64\ifthenelse{\boolean{HEC@isClassique}}{}{%

65\RequirePackage{chapterbib} % Bibliographies multiples pour les articles

66}

67\RequirePackage{babel} % Support multilingue

68\RequirePackage[autolanguage]{numprint}

69\RequirePackage{calc} % Necessaire pour la liste des abreviations

70\RequirePackage{enumitem} % Necessaire pour la liste des abreviations

71\RequirePackage{tocvsec2} % Pour determiner la profondeur de la TDM

72\RequirePackage{graphicx} % Insertion de graphiques et d’images

73\RequirePackage{color} % Gestion des couleurs

74\RequirePackage{amsmath} % Package obligatoire pour les maths

75\RequirePackage{iflang} % Detection de la langue

76

A.5 Layout

All the presentation standards required by theGuidelines are programmed hereun- der. During compilation, LATEX will complain that some headers are too small for your content, but this will not generate errors (the compiler only issues warnings).

77

78\pagestyle{plain} % Numero de page centre au pied de page

79\renewcommand{\baselinestretch}{1.5} % Interligne et demie

80\setlength{\topmargin}{0cm} % Marge du haut

81\setlength{\oddsidemargin}{1.5cm} % Marge de gauche des pages impaires

82\setlength{\evensidemargin}{1.5cm} % Marge de gauche des pages paires

83\setlength{\textwidth}{15cm} % Largeur du bloc de texte

84\setlength{\textheight}{21.9cm} % Hauteur du bloc de texte

85\setlength{\marginparwidth}{0pt} % Suppression des notes de marge

86\setlength{\marginparsep}{0pt} % Suppression du separateur de marge

87\setlength{\headheight}{0pt} % Suppression de l’entete

88\setlength{\headsep}{0pt} % Suppression du separateur d’entete

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89

A.6 Class commands

A.6.1 Document metadata

Every metadata-related command that you’ll find in the document preamble has its internal command equivalent. Example given, the\HECtitrehas\HEC@titre as equivalent. The internal commands are used to generate the document’s title page and jury indentification page.

Many commands have their english translation so english-speaking students can work easily with the class, but these english translations are only placeholders that call their french equivalent.

90

91% Commandes internes

92\newcommand{\HEC@titre}{}

93\newcommand{\HEC@sousTitre}{}

94\newcommand{\HEC@auteur}{}

95\newcommand{\HEC@optionPhD}{}

96\newcommand{\HEC@optionMSc}{}

97\newcommand{\HEC@moisDepot}{}

98\newcommand{\HEC@anneeDepot}{}

99\newcommand{\HEC@presidentRapporteur}{}

100\newcommand{\HEC@directeurRecherche}{}

101\newcommand{\HEC@codirecteurRecherche}{}

102\newcommand{\HEC@universiteCodirecteur}{}

103\newcommand{\HEC@membreJury}{}

104\newcommand{\HEC@universiteMembreJury}{}

105\newcommand{\HEC@examinateurExterne}{}

106\newcommand{\HEC@universiteExaminateur}{}

107\newcommand{\HEC@representantDirecteur}{}

108

109% Commandes publiques

110\newcommand{\HECtitre}[1]{%

111\renewcommand{\HEC@titre}{#1}

112}

113\newcommand{\HECtitle}[1]{\HECtitre{#1}}

114

115\newcommand{\HECsoustitre}[1]{%

116\renewcommand{\HEC@sousTitre}{#1}

117}

118\newcommand{\HECsubtitle}[1]{\HECsoustitre{#1}}

119

120\newcommand{\HECauteur}[1]{%

121\renewcommand{\HEC@auteur}{#1}

122}

123\newcommand{\HECauthor}[1]{\HECauteur{#1}}

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124

125\newcommand{\HECoption}[1]{%

126\ifthenelse{\boolean{HEC@isPhD}}{%

127\renewcommand{\HEC@optionPhD}{#1}

128}{%

129\renewcommand{\HEC@optionMSc}{#1}

130}

131}

132

133\newcommand{\HECmoisDepot}[1]{%

134\renewcommand{\HEC@moisDepot}{#1}

135}

136\newcommand{\HECsubMonth}[1]{\HECmoisDepot{#1}}

137

138\newcommand{\HECanneeDepot}[1]{%

139\renewcommand{\HEC@anneeDepot}{#1}

140}

141\newcommand{\HECsubYear}[1]{\HECanneeDepot{#1}}

142

143\newcommand{\HECpresidentRapporteur}[2]{%

144\renewcommand{\HEC@presidentRapporteur}{#1}

145\ifthenelse{\equal{#2}{F}}{%

146\setboolean{HEC@isPresRappFemme}{true}

147}{%

148\setboolean{HEC@isPresRappFemme}{false}

149}

150}

151

152\newcommand{\HECrapporteurPresident}[2]{\HECpresidentRapporteur{#1}{#2}}

153\newcommand{\HECdirecteurRecherche}[2]{%

154\renewcommand{\HEC@directeurRecherche}{#1}

155\ifthenelse{\equal{#2}{F}}{%

156\setboolean{HEC@isDirRechFemme}{true}

157}{%

158\setboolean{HEC@isDirRechFemme}{false}

159}

160}

161\newcommand{\HECresearchDirector}[2]{\HECdirecteurRecherche{#1}{#2}}

162

163\newcommand{\HECcodirecteurRecherche}[2]{%

164\renewcommand{\HEC@codirecteurRecherche}{#1}

165\ifthenelse{\equal{#2}{F}}{%

166\setboolean{HEC@isCodirRechFemme}{true}

167}{%

168\setboolean{HEC@isCodirRechFemme}{false}

169}

170}

171\newcommand{\HECresearchCodirector}[2]{\HECcodirecteurRecherche{#1}{#2}}

172

173\newcommand{\HECuniversiteCodirecteur}[1]{%

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174\renewcommand{\HEC@universiteCodirecteur}{#1}

175}

176\newcommand{\HECcodirectorUniversity}[1]{\HECuniversiteCodirecteur{#1}}

177

178\newcommand{\HECmembreJury}[1]{%

179\renewcommand{\HEC@membreJury}{#1}

180}

181\newcommand{\HECjuryMember}[1]{\HECmembreJury{#1}}

182

183\newcommand{\HECuniversiteMembreJury}[1]{%

184\renewcommand{\HEC@universiteMembreJury}{#1}

185}

186\newcommand{\HECjuryMemberUniversity}[1]{\HECuniversiteMembreJury{#1}}

187

188\newcommand{\HECexaminateurExterne}[2]{%

189\renewcommand{\HEC@examinateurExterne}{#1}

190\ifthenelse{\equal{#2}{F}}{%

191\setboolean{HEC@isExamExtFemme}{true}

192}{%

193\setboolean{HEC@isExamExtFemme}{false}

194}

195}

196\newcommand{\HECexternalExaminator}[2]{\HECexaminateurExterne{#1}{#2}}

197

198\newcommand{\HECuniversiteExaminateur}[1]{%

199\renewcommand{\HEC@universiteExaminateur}{#1}

200}

201\newcommand{\HECexaminatorUniversity}[1]{\HECuniversiteExaminateur{#1}}

202

203\newcommand{\HECrepresentantDirecteur}[2]{%

204\renewcommand{\HEC@representantDirecteur}{#1}

205\ifthenelse{\equal{#2}{F}}{%

206\setboolean{HEC@isRepDirFemme}{true}

207}{%

208\setboolean{HEC@isRepDirFemme}{false}

209}

210}

211\newcommand{\HECdirectorRepresentative}[2]{\HECrepresentantDirecteur{#1}{#2}}

212

A.6.2 pdf metadata

Along with the metadata-related commands for your work, the class defines com- mands that will insert metadata in the.pdffile generated after the compilation of your dissertation or thesis. These commands are placed in thehyperrefpackage’s options.

213

214\newcommand{\HECpdfauteur}{\HEC@auteur}

(16)

215\newcommand{\HECpdftitre}{\HEC@titre}

216

A.6.3 Title and jury identification pages

The class uses three internal commands to generate the title page and the jury identification page. The\HECtitlepages command is inserted at the beginning of thedocumentenvironment to generate the title pages related to each type of document written.

\HEC@pageTitrePhD The\HEC@pageTitrePhDcommand generates the dissertations’ title page. It uses the memoir class’ titlingpage environment, which gives more flexibility than LATEX’s\maketitlecommand for the creation of title pages[5]. Thetitlingpage environment resets the page numbering at 1 after the title page so it prevents the following blank page from being counted as a page.

Automatic insertion of the subtitle is made possible by calculating its length.

If it is empty, only a new line is inserted. If it’s not empty, a colon is inserted followed by the subtitle.

Instead of defining fixed vertical spaces between the title page elements, the command makes an extensive use of the\vfillcommand, which vertically justifies all elements in the page, no matter what size they are.

217

218\newcommand{\HEC@pageTitrePhD}{%

219\begin{titlingpage}

220\centering

221\begin{SingleSpace}

222{\Large HEC MONTR\’{E}AL}\\

223\’{E}cole affili\’{e}e \‘{a} l’Universit\’{e} de Montr\’{e}al

224\vfill

225{\bfseries\HEC@titre

226\ifthenelse{\equal{\HEC@sousTitre}{}}%

227{ \\ }%

228{~: \\ \HEC@sousTitre}

229\vfill

230par \\

231\HEC@auteur}

232\vfill

233Th\‘{e}se pr\’{e}sent\’{e}e en vue de l’obtention du grade de Ph. D. en administration \\

234(sp\’{e}cialisation \HEC@optionPhD)

235\vfill

236\HEC@moisDepot~\HEC@anneeDepot

237\vfill

238\copyright~\HEC@auteur, \HEC@anneeDepot

239\end{SingleSpace}

240\end{titlingpage}

241}

(17)

242

\HEC@pageIdentificationJury This command uses thetitlingpageenvironment’s starred version which doesn’t reset the page numbering at 1. In this way, the french abstract can start at page number iii, as requested.

The command also determines each contributor’s job title spelling according to his or her gender. It is done by evaluating eachHEC@is*Femmeboolean variable’s value.

243

244\newcommand{\HEC@pageIdentificationJury}{%

245\begin{titlingpage*}

246\centering

247\begin{SingleSpace}

248{\Large HEC MONTR\’{E}AL}\\

249\’{E}cole affili\’{e}e \‘{a} l’Universit\’{e} de Montr\’{e}al

250\vfill

251Cette th\‘{e}se intitul\’{e}e :

252\vfill

253{\bfseries\HEC@titre

254\ifthenelse{\equal{\HEC@sousTitre}{}}%

255{ \\ }%

256{~: \\ \HEC@sousTitre}}

257\vfill

258Pr\’{e}sent\’{e}e par :

259\vfill %

260{\bfseries \HEC@auteur}

261\vfill

262a \’{e}t\’{e} \’{e}valu\’{e}e par un jury compos\’{e} des personnes suivantes :

263\vfill

264\HEC@presidentRapporteur \\

265HEC Montr\’{e}al \\

266\ifthenelse{\boolean{HEC@isPresRappFemme}}%

267{Pr\’{e}sidente-rapportrice}%

268{Pr\’{e}sident-rapporteur}

269\vfill

270\HEC@directeurRecherche \\

271HEC Montr\’{e}al \\

272\ifthenelse{\boolean{HEC@isDirRechFemme}}%

273{Directrice de recherche}%

274{Directeur de recherche}

275\vfill

276\HEC@codirecteurRecherche \\

277\HEC@universiteCodirecteur \\

278\ifthenelse{\boolean{HEC@isCodirRechFemme}}%

279{Codirectrice de recherche}%

280{Codirecteur de recherche}

281\vfill

282\HEC@membreJury \\

(18)

283\HEC@universiteMembreJury \\

284Membre du jury

285\vfill

286\HEC@examinateurExterne \\

287\HEC@universiteExaminateur \\

288\ifthenelse{\boolean{HEC@isExamExtFemme}}%

289{Examinatrice externe}%

290{Examinateur externe}

291\vfill

292\HEC@representantDirecteur \\

293HEC Montr\’{e}al \\

294\ifthenelse{\boolean{HEC@isRepDirFemme}}{%

295Repr\’{e}sentante du directeur de HEC Montr\’{e}al}{%

296Repr\’{e}sentant du directeur de HEC Montr\’{e}al}

297\end{SingleSpace}

298\end{titlingpage*}

299}

300

\HEC@pageTitreMSc The \HEC@pageTitreMSc command uses the titlingpage environment in the same manner as the dissertations’ title page command.

This command is also the only place where a fixed vertical space is inserted between the title and the subtitle, in order to comply with the Guidelines’ pre- sentation standards.

301

302\newcommand{\HEC@pageTitreMSc}{%

303\begin{titlingpage}

304\centering

305\begin{SingleSpace}

306{\Large HEC MONTR\’{E}AL}

307\vfill

308{\bfseries\HEC@titre

309\ifthenelse{\equal{\HEC@sousTitre}{}}%

310{\\[12pt]}%

311{~: \\ \HEC@sousTitre \\[12pt]}

312par \\[12pt]

313\HEC@auteur

314\vfill

315\HEC@directeurRecherche \\

316HEC Montr\’{e}al \\

317\ifthenelse{\boolean{HEC@isDirRechFemme}}%

318{Directrice de recherche}%

319{Directeur de recherche}

320\vfill %

321Sciences de la gestion \\%

322(Sp\’{e}cialisation \HEC@optionMSc)}

323\vfill

324\emph{M\’{e}moire pr\’{e}sent\’{e} en vue de l’obtention \\ %

(19)

325du grade de ma\^{i}trise \‘{e}s sciences \\ %

326(M. Sc.)}

327\vfill

328\HEC@moisDepot~\HEC@anneeDepot \\ %

329\copyright~\HEC@auteur, \HEC@anneeDepot

330\end{SingleSpace}

331\end{titlingpage}

332}

333

\HECtitlepages The command evaluates theHEC@isPhDboolean variable’s value. If the document is a dissertation, it inserts the dissertation’s title page and the jury identification page. If the document is a thesis, the command inserts the thesis’ title page.

334

335\newcommand{\HECpagestitre}{%

336\ifthenelse{\boolean{HEC@isPhD}}{%

337\HEC@pageTitrePhD

338\HEC@pageIdentificationJury

339}{%

340\HEC@pageTitreMSc

341}

342}

343\newcommand{\HECtitlepages}{\HECpagestitre}

344

A.6.4 Introduction and conclusion titles

In dissertations and theses written with articles, there is more than one intro- duction and conclusion : a general introduction and conclusion for the whole document, and one introduction and conclusion for every article. To make a dis- tinction between all of these introductions and conclusions, the class changes the document’s introduction’s and conclusion’s titles to “General Introduction” and

“General Conclusion”. The command also takes into account the document’s de- fault language, as for all other titles, as we’ll see it in SectionA.6.5.

345

346\newcommand{\HECtitreIntroduction}{Introduction}

347\newcommand{\HECtitreConclusion}{Conclusion}

348\newcommand{\HECgenererTitres}{%

349\ifthenelse{\boolean{HEC@isClassique}}{}{%

350\IfLanguageName{english}{%

351\renewcommand{\HECtitreIntroduction}{General Introduction}

352\renewcommand{\HECtitreConclusion}{General Conclusion}

353}{%

354\renewcommand{\HECtitreIntroduction}{Introduction g\’{e}n\’{e}rale}

355\renewcommand{\HECtitreConclusion}{Conclusion g\’{e}n\’{e}rale}

356}

(20)

357}

358}

359

A.6.5 Automatic english translation of titles and table of contents Theiflang package[14] enables the detection of a document’s default language and allows the class to carry out conditional actions depending on the language.

The hecthese class supports French and English and uses iflang to generate

“homemade” section titles for dissertations and theses.

360

361\newcommand{\HECtdmAbreviations}{%

362\IfLanguageName{english}{List of acronyms}{Liste des abr\’{e}viations}

363}

364

365\newcommand{\HECtdmRemerciements}{%

366\IfLanguageName{english}{Acknowledgements}{Remerciements}

367}

368

369\newcommand{\HECtdmAvantPropos}{%

370\IfLanguageName{english}{Preface}{Avant-propos}

371}

372

373\newcommand{\HECtdmCadreTheorique}{%

374\IfLanguageName{english}{Theoretical framework}{Cadre th\’{e}orique}

375}

376

377\newcommand{\HECtdmRevueLitterature}{%

378\IfLanguageName{english}{Literature review}{Revue de la litt\’{e}rature}

379}

380

381\newcommand{\HECtdmResumeArticle}{%

382\IfLanguageName{english}{Abstract}{R\’{e}sum\’{e}}

383}

384

A.6.6 Multiple bibliographies in by-articles dissertations and theses The memoir class and chapterbib package don’t play along very well when the time comes when bibliographies have to be placed in a document. The

\HECbibliographieArticle command makes sur that an article’s bibliography is considered like an unnumbered section and that its title is “References”.

The \HECbibliographieGenerale command then puts back the document’s bibliography at its usual place, which is an unnumbered chapter. The command also renames this chapter “General Bibliography”.

(21)

The command finally detects the document’s default language to automatically translate all titles.

385

386\newcommand{\HECbibliographieArticle}{%

387\renewcommand{\bibsection}{%

388\IfLanguageName{english}{%

389\renewcommand{\bibname}{References}

390}{%

391\renewcommand{\bibname}{R\’{e}f\’{e}rences}

392}

393\section*{\bibname}

394\bibmark

395\ifnobibintoc\else

396\phantomsection\addcontentsline{toc}{section}{\bibname}

397\fi

398\prebibhook

399}

400}

401

402\newcommand{\HECbibliographieGenerale}{%

403\renewcommand{\bibsection}{%

404\IfLanguageName{english}{%

405\renewcommand{\bibname}{Bibliography}

406}{%

407\renewcommand{\bibname}{Bibliographie g\’{e}n\’{e}rale}

408}

409\chapter*{\bibname}

410\bibmark

411\ifnobibintoc\else

412\phantomsection\addcontentsline{toc}{chapter}{\bibname}

413\fi

414\prebibhook

415}

416}

417

In order to display your citations correctly in all the document, the\bibliographystyle and\bibliographycommand have to be inserted in each included file. However,

the bibliographies must only be displayed in the articles and at the end of the document. The\HECreferences command inserts these two bibliography com- mands in the document if it is written with articles, but “hides” the unwanted bibliographies in a container, asaveboxthat won’t be ever used.

418

419\newsavebox{\bibliographieCachee}

420

421\newcommand{\HECreferences}[2]{%

422\bibliographystyle{#1}

423\savebox\bibliographieCachee{\parbox{\textwidth}{\bibliography{#2}}}

(22)

424}

425

A.7 Class environments

TheHECdedicationenvironment creates a text block that is vertically centered, right-aligned horizontally and that takes only half of the page’s regular text width.

The text block is also emphasized.

The HECabbreviations environment is a variation of the description en- vironment. It creates an acronyms list on two aligned columns : one for the acronyms and one for their definition.

426

427\newenvironment{HECdedicace}{%

428\vfill

429\hfill

430\begin{minipage}{0.5\textwidth}

431\itshape}%

432{%

433\end{minipage}

434\vfill%

435}

436\newenvironment{HECdedication}{\begin{HECdedicace}}{\end{HECdedicace}}

437

438\newenvironment{HECabreviations}[1]{%

439\begin{description}[leftmargin=!,labelwidth=\widthof{\bfseries #1}]}%

440{%

441\end{description}%

442}

443\newenvironment{HECabbreviations}[1]{%

444\begin{HECabreviations}{#1}}%

445{\end{HECabreviations}}

446

A.8 Package options

The official French translations for the list of figures and the index don’t correspond to those of theGuidelines’ French version. These translations are overridden by the class so they match with the university’s official labels.

447

448\addto\captionsfrench{%

449\renewcommand{\listfigurename}{Liste des figures}

450\renewcommand{\indexname}{Index analytique}

451}

452h/classi

(23)

References

[1] Centre de formation en langues des affaires (2020). Guide pour la rédaction d’un travail universitaire de 1er, 2e et 3e cycles, HEC Montréal. Consulté le 24 aỏt 2020 àhttps://www.hec.ca/cfla/francais/document/guide-redaction- travail-cycles.pdf

[2] Centre de formation en langues des affaires (2014).Guidelines for writing and academic work at a graduate level, HEC Montréal. Consulté le 24 avril 2018 à https://www.hec.ca/cfla/anglais/document/guidelines_academic_work.pdf [3] TeX Live, TeX Users Group. Consulté le 18 mai 2017 à

https://www.tug.org/texlive/

[4] van der Zander, Benito, Jan Sundermeyer, Daniel Braun et Tim Hoffmann (2017).TeXstudio : LaTeX made comfortable, TeXstudio. Consulté le 18 mai 2017 à http://www.texstudio.org/

[5] Wilson, Peter R., Lars Madsen (2016). Package memoir, Com- prehensive TeX Archive Network. Consulté le 19 mai 2017 à https://www.ctan.org/pkg/memoir

[6] Bezos Lĩpez, Javier, Johannes L. Braams (2017). Package babel, Comprehensive TeX Archive Network. Consulté le 19 mai 2017 à https://www.ctan.org/pkg/babel

[7] Oberdiek, Heiko, Sebastian Rahtz (2017). Package hyperref, Com- prehensive TeX Archive Network. Consulté le 19 mai 2017 à https://www.ctan.org/pkg/hyperref

[8] Arseneau, Donald (2010). Package chapterbib, Comprehensive TeX Archive Network. Consulté le 23 mai 2017 à https://www.ctan.org/pkg/chapterbib [9] Thorup, Kresten Krab, Frank Jensen et The LATEX Team (2007). Pack-

age calc, Comprehensive TeX Archive Network. Consulté le 23 mai 2017 à https://www.ctan.org/pkg/calc

[10] Bezos Lĩpez, Javier (2009).Package enumitem, Comprehensive TeX Archive Network. Consulté le 23 mai 2017 à https://www.ctan.org/pkg/enumitem [11] Lamport, Leslie, David Carlisle et The LATEX Team (2014). Package

ifthen, Comprehensive TeX Archive Network. Consulté le 23 mai 2017 à https://www.ctan.org/pkg/ifthen

[12] Goulet, Vincent (2012). Package francais-bst, Comprehensive TeX Archive Network. Consulté le 23 mai 2017 à https://www.ctan.org/pkg/francais-bst [13] Daly, Patrick W., Arthur Ogawa (2009). Package natbib, Com-

prehensive TeX Archive Network. Consulté le 29 mai 2017 à https://www.ctan.org/pkg/natbib

(24)

[14] Oberdiek, Heiko (2007). Package iflang, Comprehensive TeX Archive Net- work. Consulté le 25 septembre 2017 àhttps://www.ctan.org/pkg/iflang [15] Archambault, Caroline (2017). Bibliographie selon le style HEC Mon-

tréal, Bibliothèque HEC Montréal. Consulté le 5 octobre 2017 à http://libguides.hec.ca/style-hec

[16] Secrétariat général (2018). Réglement pédagogique de la faculté des études supérieures et postdoctorales, Université de Montréal. Consulté le 23 avril 2018 à http://secretariatgeneral.umontreal.ca/documents-officiels/reglements-et- politiques/reglement-pedagogique-de-la-faculte-des-etudes-superieures-et- postdoctorales/

[17] Faculté des études supérieures et postdoctorales (2015). Guide de présentation des mémoires et des thèses de l’Université de Montréal, Université de Montréal. Consulté le 23 avril 2018 à http://www.fesp.umontreal.ca/fileadmin/fesp/documents/Cheminement/

GuidePresentationMemoiresTheses.pdf

(25)

Change History

0.2

General: Première version bêta lancée pour les tests usagers . . 1 0.3

General: Retrait du package mathptmxdes packages requis par la classe. Ajout du choix de polices entremathptmxet mathpazodans les gabarits.

Ajout des sections «Rédaction»

et «Compilation» dans la

documentation. . . 1 0.4

General: Retrait de la section

«Mise en garde» de la documentation et ajout de l’encadré «Phase de tests de la version bêta. Lancement du package pour fins de tests. . . 1 0.4.1

General: Ajout d’une condition pour vérifier la présence du sous-titre dans la mise en forme de la page

d’identification du jury. . . 1 1.0

General: Première version de production lancée

publiquement. Ajout du préfixe HEC à toutes les commandes publiques. Révision, correction et augmentation de la

documentation. Ajout des sections non numérotées "mots clés" et "méthodes de

recherche" dans le résumé et l’abstract. Prise en charge de l’anglais pour les intitulés de chapitres et sections.

Correction du bogue

d’affichage des citations "hors articles" dans les thèses et

mémoires par articles. . . 1 1.1

General: Uniformisation de la licence lppl dans tous les fichiers. Ajout de liens vers des capsules vidéos dans la

documentation. . . 1 1.2

General: Mise à jour des liens vers les capsules vidéos dans la

documentation. . . 1 1.3

General: Première version bilingue de la classe / First bilingual version of the class . . . 1 1.3.1

General: Ajout d’une note pour les utilisateurs de MacOS en ce qui concerne l’installation de la classe. / Added a note to MacOS users concerning the class installation. . . 1 1.3.2

General: Coquille dans la dtx et changement du lien vers le

gabarit anglais pour MacOS. . . 1 1.4

General: Beaucoup de corrections de bogues et de mises à jour (voir dépôt Git). / Lots of bug fixes and updates (see Git

repository). . . 1 1.5

General: Corrigé l’implémentation de chapterbib. / Fixed the

chapterbib implementation. . . . 1

References

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