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The Ultimate First Shot Checklist: A Step-by-Step Guide from Mold Trial to Stable Production

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The mold trial (T1) is the most critical phase between tooling completion and mass production. A well-executed trial doesn't just test the mold—it lays the foundation for stable, profitable manufacturing. A failed trial, however, leads to costly delays, endless engineering changes, and frustrated teams.

This guide provides a comprehensive, stage-gated checklist used by leading manufacturers to transform trial runs from chaotic guesswork into a predictable, scientific process.


Phase 1: Pre-Trial Preparation (The Foundation of Success)

70% of trial success is determined before the mold ever touches the machine.

A. Documentation & Specification Review (√)

  1. Technical Files Verified:

    • Latest 3D & 2D Part Drawings (With critical dimensions, tolerances, and inspection points clearly marked)

    • Complete Mold Drawings (Assembly, core/cavity, cooling circuit, and electrical diagrams)

    • Bill of Materials (BOM) (Steel grades, hot runner brand, standard component details)

    • Mold Flow Analysis Report (Key recommendations for gate location, cooling, and processing window)

  2. Production Standards Locked:

    • Material Data Sheet (MDS) Confirmed (Resin grade, correct drying temp/time, MFI)

    • Color Standard Available (Signed-off physical color chip or approved Pantone number)

    • Golden Sample Identified (A pre-approved sample for visual and dimensional reference)

    • Acceptance Criteria Defined (Agreed limits for sinks, weld lines, voids, etc., with boundary samples)

B. Mold Receipt & Preparation (√)

  1. Incoming Mold Inspection:

    • Visual & Physical Check: Mold number, lifting holes, rust prevention, parting line protection.

    • Critical Fit Checks: Mold thickness, locating ring diameter, sprue bushing radius, ejector rod hole position.

    • Peripherals Present: Hot runner junction box, temperature controllers, spare parts (springs, ejector pins).

  2. Pre-Mount Procedures:

    • Deep Cleaning: Remove all rust preventive and machining debris from cavities, pins, and sliders.

    • Circuit Testing: Pressure test cooling lines for leaks and flow rate. Record inlet/outlet ∆T.

    • Function Test (On Bench): Manually cycle all sliders, lifters, and hydraulic cores for smooth operation.

    • Pre-Heating (If required): For high-temperature materials (e.g., PEEK, some PC), bring mold to near operating temperature off the press.

C. Machine & Auxiliary Equipment Setup (√)

  1. Injection Molding Machine Readiness:

    • Capacity Match: Shot size (part + runner weight) is 20-80% of machine barrel capacity.

    • Clamp Force Verified: Theoretical tonnage calculation < 80% of machine's rated clamp force.

    • Machine Condition: Clean barrel, verified thermocouple accuracy, smooth mechanical movements.

  2. Auxiliary Equipment Check:

    • Dryer: Correctly set, material dried for sufficient time (verify with dew point test if possible).

    • Mold Temperature Controller: Fluid quality/level checked, flow and temperature stability confirmed. Start heating early.

    • Robot/End-of-Arm-Tooling (EOAT): Program loaded, grippers fit part safely, all safety signals tested.

    • Granulator: Clean and ready for uncontaminated sprue/runner regrind.

D. Team Briefing & Communication (√)

  1. Trial Kick-off Meeting:

    • Roles Defined: Mold Tech, Process Engineer, Quality Inspector, Project Lead are present.

    • Goal Clarity: Is this trial for "Mold Function" or "Process Locking"?

    • Decision Authority Clear: Who adjusts parameters? Who inspects? Who makes the final go/no-go call?

    • Contingency Plan: Defined steps for a critical issue (e.g., core crash, major flash).


Phase 2: First Shot & Initial Setup

Goal: Safely inject the first shot and establish a baseline process.

SAFETY FIRST - Non-Negotiable (√)

  • All safety gates functional and closed.

  • Tool area clear of debris and tools.

  • Personnel positioned safely, away from potential parting line spray.

Parameter Setup & Initial Injection (√)

  1. Establish Conservative Start-Up Parameters:

    • Reference MDS & Mold Flow: Start at mid-range temperatures, low-to-mid speeds and pressures.

    • Shot Size Setting: Set screw recovery to 1.5-2x the total shot (part + runner) weight.

    • Injection Profile: Use at least a 3-stage profile (Slow start -> Fast fill -> Slow pack/hold transition).

    • Temperatures: Bring barrel and mold to the material supplier's recommended mid-range.

  2. Perform a Purge Shot:

    • Without the mold, purge material to check for uniform melt, contamination, or degradation.

  3. First Molded Shot & Inspection:

    • Fill Balance (for multi-cavity molds)

    • Severe Flash?

    • Ejection System Functional? (Did the part eject?)

    • Record Transfer Position (V/P switchover point).

    • NO HOLDING PRESSURE. Use slow speed just to fill the mold.

    • Primary Purpose: Verify mold fills, basic functions work.

    • Critical Checks:


Phase 3: Systematic Process Optimization

Goal: Use a scientific method to refine the process toward target part quality.

Follow the Cycle: Adjust -> Sample -> Measure -> Analyze -> Repeat

  1. Establish the Fill Phase:

    • Using the first-shot V/P point as a baseline, gradually increase injection speed until you see slight flash or a sharp pressure spike, then back off by 5-10%.

    • Target: A stable, fast, and balanced fill that is repeatable.

  2. Optimize Pack/Hold & Cooling:

    • Pack/Hold Pressure: Use the "Decaying Hold Pressure" method. Start with a long hold time and high pressure. Gradually reduce pressure until part weight decreases, then set pressure slightly above that threshold.

    • Cooling Time: Start long. Gradually reduce until parts show slight distortion or ejector pin marks, then add 1-2 seconds.

  3. Dimensional & Cosmetic Fine-Tuning:

    • Sink Marks: Increase pack/hold; enhance cooling near thick sections/gates.

    • Weld Lines: Increase mold/melt temp; adjust injection speed or gate sequencing.

    • Jetting/Jet Stream: Decrease first-stage injection speed; increase mold temp.

    • Part UNDER size: Increase pack/hold pressure/time; increase mold temperature.

    • Part OVER size: Decrease pack/hold; decrease mold temperature.

    • Warpage: Check cooling line ∆T; balance pack pressure; adjust mold temperature zones.

    • Measure Critical Dimensions: Use calipers, CMM. Compare to drawing.

    • Adjustment Logic:

    • Cosmetic Defect Elimination:

Stability Verification (√)

  1. Short-Run Stability Test:

    • Run a consecutive 30-50 cycle run at the "optimized" settings.

    • Sample every 5 cycles for visual check and key dimension measurement.

    • Calculate Short-Term Process Capability (CPK): For critical dimensions, assess stability. Target: CPK ≥ 1.33.


Phase 4: Trial Summary & Production Handover

Goal: Create definitive documentation to guide the next steps.

Trial Report Generation (√)

  1. The Report MUST Include:

    • Mold Status: Approved for Production / Requires Modification (List Items) / Requires Redesign.

    • Process Window Assessment: Wide / Moderate / Narrow. Notes for production control.

    • Estimated Scrap Rate (Runner/Regrind percentage).

    • Recommended Standard Cycle Time.

    • Summary of dimensional measurement data.

    • Photos of acceptable/unacceptable cosmetic defects.

    • Physical samples: First/Last shots, typical defects, and good parts for reference.

    • List ALL mold issues found (e.g., insufficient venting, uneven cooling, sticky ejection).

    • Include photos/videos as evidence for each issue.

    • Provide clear corrective action recommendations for the toolroom.

    • Trial Header: Date, Machine ID, Mold Number, Material Lot, Attendees.

    • Final Process Sheet: Screenshot of machine settings or detailed parameter log.

    • Mold Condition Report:

    • Part Qualification Data:

    • Conclusions & Recommendations:

Knowledge Transfer & Handoff (√)

  1. Production Readiness Handover:

    • Save final parameters to machine controller or MES system. Create a backup.

    • Conduct a face-to-face meeting with production shift leaders and technicians. Highlight critical control points.

    • Deliver a physical trial sample kit and the signed trial report.


The 5-Point Success Litmus Test

Before you conclude, validate your trial against these five markers of true success:

  1. Safe: Zero safety incidents or equipment/mold damage.

  2. Objectives Met: The predefined trial goals were accomplished.

  3. Problems Documented: All issues were captured, analyzed, and have assigned next steps.

  4. Data Captured: All process parameters and inspection results are recorded and traceable.

  5. Path Forward Clear: The decision is unambiguous—"Release to Production" or "Mold Modification" with a defined plan.


Yixun is the China first generation mold maker, specialize in mold and moulding, provide one-stop plastic manufacturing service, feature in building medical and healthcare device tooling.
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