openrs-dcb

OpenRS Appliance Docdel Flow #1 (Scanned or Save-As digital proxy)

  • openrs
  • ors-appliance
  • docdel
  • iso18626
  • resource-sharing
  • document-delivery

This proof models a common resource-sharing case: a library holds an electronic document, but its internal URL cannot be shared. Authorised resource-sharing staff may save a permitted PDF, supply it for the current request, and explicitly retain it as a reusable delivery copy.

The test record is Building the Future of Open ERM by Ian Ibbotson, dated 13 August 2026. Its MARC 856 retains the internal Google Docs source URL. Public evidence never exposes that URL. The uploaded file is a small, project-authored demonstration PDF; it is not a copy of the internal document.

Requesting agency

The present proof starts with requesting-agency staff creating an ISO 18626 Copy request. It does not claim a patron-portal request or a delivered notification. Once supplied, the requester reaches REQ_COMPLETE_RO, protocol state COMPLETE, and phase Completed Fulfilled. No operator action is offered in this terminal state.

Requester detail showing Building the Future of Open ERM completed fulfilled with no available actions.
The first requesting-agency request completes as fulfilled.

Supplying agency

The first request cannot be supplied automatically: the electronic item has no delivery reference. Staff select the permitted PDF and explicitly choose Retain as a reusable electronic copy.

Supplier upload screen with the retained reusable electronic copy option selected.
The attended Save-As step creates the delivery proxy.

DocDel creates one reusable resource and the first request-specific offer. ORS records that result, attaches its stable reference to the exact electronic item, preserves the 856, then sends ISO CopyCompleted. The supplier reaches SUP_COMPLETE_RO, protocol state COMPLETE, and phase Completed Fulfilled, again with no terminal operator actions.

Supplier detail showing completed fulfilled and no available actions after upload.
The supplier completes only after the reusable reference is attached.

Reuse

A later request uses the retained resource automatically. It creates a new patron-specific offer; it does not reuse the first offer or upload the document again.

Later requester detail showing automatic reusable supply completed fulfilled.
The second request completes from the same resource without staff upload.

The runtime evidence contains one DocDel resource and two offers. This separation matters: the resource is reusable, while acceptance and access remain specific to each request.

Patron delivery

The test institution configures this flow as SIMPLE delivery with SECURE document processing, watermarking, and SIGN+DATE attestation. Those are site policy choices, not product-wide defaults.

DocDel patron page showing the checked attestation and acceptance choices.
The patron reviews and affirms the configured terms before access.
DocDel accepted offer showing the acceptance date and download action.
After acceptance, DocDel exposes the secured PDF download.

The downloaded response was verified as a PDF whose extracted text includes the configured watermark and the demonstration content.

This Save-As model enriches an existing electronic item because the item and its internal source already exist. Scanning a physical item remains deliberately different: it creates a distinct digital Instance and Item with explicit source provenance.