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- Keep a copy of the library's authority file. This file may be provided by the library at the beginning of the contract, or built by the vendor by matching headings in bibliographic records against one or more authoritative sources.
- Keep track of all unmatched headings (i.e. headings used in bib records that had no match when last searched) and partial matches (e.g. only the name portion of a name/title heading has a match, or only the main subject heading of a main plus subdivision(s) heading has a match)
- Monitor changes in the authoritative source (i.e. new additions, change of an existing record, deletion or deprecation of an existing record)
- Based on this monitoring, provide an updated record when a record that is in the library's authority file has changed.
- At a specified period (e.g. every three months) re-search all previously unmatched headings against the latest version of the authoritative source to see if there is now a match. If so, provide the matching "new" record to the library or have the have library send the bib records with that heading for re-processing.
- At a specified period (e.g. every three months) re-search all previous partial matches against the latest version of the authoritative source to see if there is now a full match. If so, provide the full match record or have the library send bib records with the partial match for re-processing
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