Sibert follow-up: USD 250k budget, current VS specs, OMS as galvanics option

Ian Locke's email of 5 October 2026 after Making Vinyl Europe:

- Budget of USD 250k for VSP, VSF and VSC confirmed; his time, spares,
  shipping and travel extra; itemised quotation on request. The
  total-investment block keeps its estimate until the re-base, the
  difference (+190k low case / +80k high case) goes into the
  not-yet-rolled-up table.
- Current specifications filed (VSF and VSC 2022, VSP 2023) plus the
  VSF/VSP/VSC line-up drawing (4958 x 833 mm); the 2021 issues move to
  sibert/specs-2021/. VSC is now 1000 kg with split OD hydraulic / ID
  pneumatic forming; VSF 0-30 psi, 4-station head. Crane table, supplier
  map, vendor landscape and the plant page details updated.
- Fully automatic VSPa exists; Sibert offers to move features to the VSP.
- Electroforming: OMS (Optical Media Services, Lou Wullms) named next to
  Pheenix; added as a third galvanics candidate with open questions.
- Sequencing advice (presses, boilers, operators and live feedback loops
  first) recorded in the exhibitor briefing, roadmap item 23, and as
  digital-factory design decision 9 (operators see the data first).

docs/digital-factory.md

@@ -99,6 +99,14 @@ TODO list or small extensions to existing modules):
    QC and traceability need is on site. A WAN outage stops only the
    customer portal, off-site backup, fleet monitoring and remote support,
    and all four catch up when it returns.
+9. **Operators see the data first.** Every live value the platform
+   collects is shown at the station where it can change the next cycle
+   (the press-side kiosk with cycle values against the recipe band, the
+   inspection reject reasons, the stamper's play count) before it is
+   rolled up into reports. Sibert's advice after Haarlem was exactly this:
+   live feedback loops that the staff use to improve production, rather
+   than only for management reporting, decide whether a plant succeeds
+   ([exhibitor briefing](suppliers/making-vinyl-europe-2026-exhibitors.md#after-the-show)).
 
 ## The systems on one page
 
@@ -446,9 +454,10 @@ production data.
 
 ### What produces no telemetry
 
-The Sibert stamper-prep machines (their 2021 specifications list no data
-or network interface; Sibert's 2009 optical-disc punch offered barcode and
-LAN options, so ask) and the shrink wrapper produce no machine data, and neither does the mastering chain on the Agnew route. They get
+The Sibert stamper-prep machines (their current specifications, 2022 and
+2023, list no data or network interface; Sibert's 2009 optical-disc punch
+offered barcode and LAN options, and Sibert offered to carry features of
+its fully automatic VSPa punch across to the VSP, so ask) and the shrink wrapper produce no machine data, and neither does the mastering chain on the Agnew route. They get
 station check-ins: who, when, which part, which parameters, with files
 attached (cutting parameters, DAW session export). The room environment
 around them is logged by the sensors above.
@@ -644,7 +653,8 @@ To go into every RFQ that leaves from [roadmap](roadmap.md) items 4 to 8:
 5. **Galvanics (Digital Matrix, Pheenix Alpha)**: what the rectifiers,
    control rings and PLCs expose, and how; Modbus preferred; remote support
    through our mesh, no vendor cloud. **Sibert**: whether the VS machines
-   can take a stamper serial in and write the centring result out.
+   can take a stamper serial in and write the centring result out, and
+   which features of the fully automatic VSPa can move to the VSP.
 6. **Metrology (Keyence Thailand)**: confirmed CSV/3D export paths and
    whether the instrument software can write to a network share unattended.
 7. **Vision integrator**: result string format, image push over SFTP,