| Casting alloy | Specify the alloy designation, applicable specification, and any required material properties. | For example, identify whether the part is aluminum, zinc, or magnesium alloy and state the required alloy standard. Do not use “aluminum” alone when a specific grade is needed. | Alloy choice affects metal temperature, die material and cooling design, filling behavior, and casting properties. |
| Part geometry and CAD data | Provide the latest 3D CAD model, 2D drawing, revision level, and any restricted or critical areas. | Common exchange formats include STEP and Parasolid; confirm the preferred native format with the supplier. Mark shut-off surfaces, parting line preferences, and areas that cannot be modified. | Complete, controlled design data helps the supplier assess manufacturability, tooling layout, and potential casting risks. |
| Part size and weight | State overall dimensions, projected area where available, and target casting weight. | Include units and identify whether the stated weight is for the casting alone or includes runners and overflows. | These inputs help determine machine capacity, die envelope, clamping-force needs, and handling requirements. |
| Dimensional tolerances | Separate general tolerances from critical dimensions and identify datum references. | Use the drawing to flag dimensions that affect fit, function, sealing, or assembly. Agree on the inspection method for each critical feature. | Tighter tolerances can require more careful tooling design, process control, machining, and inspection. |
| Annual volume and program life | Provide expected annual demand, peak demand, total program quantity, and forecast changes if known. | Distinguish prototype or launch quantities from steady-state production volumes. | Production volume influences cavity count, automation, tool-life expectations, maintenance planning, and total project cost. |
| Cavity and output needs | State the required parts per cycle and any preferences for single-cavity or multi-cavity tooling. | For a multi-cavity die, specify whether all cavities must produce interchangeable parts and whether balanced output is required. | Cavity layout affects die size, filling balance, cycle time, quality consistency, and the production capacity of the tool. |
| Surface finish and appearance | Identify cosmetic faces, texture or gloss requirements, allowable marks, and any coating or finishing process. | Specify the inspection area and viewing conditions for appearance-critical surfaces. A finish requirement should be stated on the drawing or agreed specification. | Appearance requirements can affect die surface preparation, vent placement, gate location, and post-processing choices. |
| Porosity and integrity | Define the functional requirements for pressure tightness, leak testing, structural loading, or internal integrity. | State the test method, pressure or load conditions, acceptance criteria, and whether machining or heat treatment is planned. | These requirements guide gating, venting, vacuum options, process controls, and the supplier’s proposed validation plan. |
| Machining and inserts | List required machining operations, datum strategy, threaded features, and any cast-in or installed inserts. | Identify which features are cast to size and which are machined. Include insert material, location, retention method, and inspection needs. | Early coordination helps avoid conflicts between the die design, casting layout, machining fixtures, and final part tolerances. |
| Tool life and maintenance | Set the expected shot-life target, planned maintenance approach, and requirements for spare or replaceable components. | Ask the supplier to state the assumptions behind any tool-life estimate, including alloy, production conditions, and maintenance intervals. | Tool life depends on operating conditions and upkeep; clear expectations make lifecycle cost and production planning more transparent. |
| Machine and facility constraints | Provide any required machine interface, maximum die dimensions, tie-bar spacing, shot-system constraints, and available utilities. | If the tool must run at a specific facility, share the machine specifications and confirm compatibility before design approval. | Physical and process compatibility helps prevent late changes to the die, cooling connections, or production plan. |
| Quality and documentation | Define inspection plans, material documentation, traceability, sample requirements, and approval milestones. | State which records are required, such as dimensional reports, material certificates, process documentation, or capability studies, where applicable. | Clear quality requirements allow the supplier to plan measurement methods, controls, and deliverables from the start. |
| Schedule and milestones | Specify target dates for design review, tool design approval, first samples, validation, and production launch. | Identify review and approval responsibilities on both sides, and allow time for sampling, corrections, and revalidation. | A realistic schedule helps the supplier plan design, tool manufacture, trials, and corrective actions without overlooking approval time. |