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Overleaf – professional text proofreading and change tracking

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Training process

Training needs analysis

If you have specific requirements regarding the training programme, we will carry out a training needs analysis for you. This will guide us on which aspects of the programme should receive greater emphasis, so that the training programme meets your specific needs.

What will you gain?

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Confident use of Overleaf - You will learn to navigate Overleaf efficiently, understand project structure, and move quickly between source code and PDF preview while carrying out editorial corrections.

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Safe LaTeX editing - You will be able to correct article content without damaging LaTeX commands, so you can handle language, style, and punctuation edits without breaking the document layout.

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Faster text navigation - You will master searching for passages, citations, footnotes, and cross-references in a project, making it easier to transfer PDF comments and verify corrections efficiently.

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Better team collaboration - You will learn how to share projects, add comments, and agree on edits with authors and typesetters, so you can manage editorial work smoothly even in a multi-user workflow.

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Reliable change control - You will learn to track, accept, and reject edits, use project history, and restore earlier versions, giving you stronger control and safety throughout the editing process.

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Accurate academic references - You will be able to edit BibTeX and BibLaTeX records, verify authors, titles, DOIs, and URLs, and spot duplicates or missing data in scholarly bibliographies.

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Reliable citation checks - You will learn to recognize citation keys, fix incorrect references, and verify consistency between citations, footnotes, and the bibliography in both source and final PDF.

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Smarter error handling - You will become more effective at spotting common LaTeX compilation errors, reading log messages, and preparing clear technical reports when a typesetting team must step in.

Training programme

1. Introduction to the Overleaf environment and the organization of editorial work

  • differences between MS Word, Adobe Acrobat and Overleaf,
  • getting to know the interface and the platform's basic functions,
  • project structure: .tex, .bib, PDF files and templates,
  • navigation between the source code and the PDF document.

2. Basics of LaTeX syntax necessary for performing copyediting

  • identifying commands, arguments and environments,
  • text structure: paragraphs, headings and sections,
  • special characters and their correct use,
  • distinguishing the publication content from technical commands.

3. Safe editing and correction of academic texts in existing projects

  • language, stylistic and punctuation correction,
  • correcting titles, subtitles and captions,
  • editing footnotes, highlights and lists,
  • maintaining the document structure during correction.

4. Searching for text fragments and transferring editorial notes from PDF documents

  • searching for fragments in the source code,
  • transferring comments from Adobe Acrobat,
  • locating quotations, footnotes and references,
  • verification of corrections introduced in the PDF.

5. Cooperation of the editor, author, and typesetting team in the Overleaf environment

  • sharing projects and managing permissions,
  • adding comments and responding to remarks,
  • agreeing on changes and resolving editorial disputes,
  • organizing simultaneous work on the publication.

6. Tracking changes, version control and secure management of proofreading

  • document editing and reviewing modes,
  • tracking, accepting and rejecting changes,
  • project history and restoring earlier versions,
  • creating checkpoints and project copies.

7. Correction of scientific bibliography and management of bibliographic records

  • structure of BibTeX and BibLaTeX files,
  • correcting authors, titles and publication data,
  • verification of DOI, URL addresses and metadata,
  • detection of duplicates and incomplete records.

8. Verification of citations, footnotes, and references in scientific publications

  • recognition of citation keys and commands,
  • correction of incorrect bibliographic references,
  • checking the consistency of citations with the bibliography,
  • checking numbering and references in PDF.

9. Recognizing LaTeX errors and safely communicating technical problems

  • starting compilation and reading messages,
  • recognizing typical syntax errors,
  • restoring the correct version of the document,
  • preparing reports for the typesetting team.

10. Comprehensive workshops on proofreading a scientific publication and handing over the project for typesetting

  • independent proofreading of a sample scientific article,
  • agreeing corrections and comments with the author,
  • checking the bibliography and the final PDF,
  • preparing the project, the list of remarks and the proofreading report.

What are the prerequisites for participating in the training?

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Basic text editing skills - You should be comfortable editing Polish text, spotting language and punctuation issues, and working efficiently with longer academic or expert-level documents.

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Computer and browser use - You should use a computer and web browser confidently and handle basic editing actions such as copying, searching, and working across multiple open tabs.

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Familiarity with academic papers - You should understand the structure of a scholarly publication, including titles, headings, footnotes, citations, and bibliography, to follow the editorial workflow.

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Basic PDF work - You should be able to read and review PDF files and use editorial comments or annotations, because part of the work involves transferring notes from such documents.