1. Literature survey is to collect and sort out documents of various versions, related research materials and achievements.
2. The compilation of corrigendum data refers to the errors and differences in different versions of ancient books in order to prepare the updated version needed for collation.
3. Version comparison is to compare and contrast different versions of ancient books, so as to determine the similarities and differences of each version and provide basis and preparation for later collation.
4. Formulate collating standards, establish collating principles and processes, clarify the requirements and specifications of punctuation, marking and printing details in collating, and ensure the accuracy, scientificity and standardization of collating work. These preliminary preparations play a vital role in the effectiveness and achievements of collating.