Basic steps for publication of data via the cache database

1 - Create the cache database

To create a cache database as shown in a short tutorial and in the chapter Creation of the cache database you need to be a system administrator (s. Login administration). After this step the cache database should be available and you can create a Postgres database as final target of your data.

2 - Create a Postgres database

The final formatting of the data e.g. for publication via webservice are performed in a Postgres database. If no server providing Postgres is available, you may install Postgres on your local machine (see for further information). The creation and administration of a Postgres database is described in a short tutorial and in chapter Administration of the Postgres cache databases.

3 - Insert sources for taxonomic names, scientific terms, agents etc.

This step is optional and depends upon the availability of a source for e.g. taxonomic names. You may either use sources from your local server or the public available sources provided by (turn to for further information). For a introduction see a short tutorial . The needed settings are described in chapter Sources from other modules.  

4 - Insert a project

The data published in the cache database are organized according to the projects. Add a project as shown in a short tutorial and described in chapter Projects in the cache database. In the source database, make sure that the data within this project are not withheld from publication (see chapter Availability of data sets for more details) and that the ranges you want to publish are set properly (see chapter Restrictions for the datatransfer into the cache database).  

5 - Transfer the data

The final transfer of the data is described in chapter Sources for other modules and chapter Transfer of the data.

6 - Publish or export the data

To export the data or prepare them for publication according to the specifications of webservices etc. the data frequently need to be formatted. This is done with packages as described in chapter Administration of the Packages.

7 - Map data via BioCASe (only for ABCD consuming publishers like GBIF)

For publishers using ABCD like GBIF, use the BioCASe provider software and mapping tool to link the data formatted with the ABCD package