Conquering Undercut Design Issues with Side-actions, Inserts, and Shut-offs

In the world of plastic injection-moulded parts, undercuts are everywhere: from recessed lips on smartphone cases to latching tabs on ketchup bottle caps and the hole that runs lengthwise through a door hinge. Each would be impossible to create without a feature known in the manufacturing industry as an undercut. But often, CAD models uploaded to our quoting system receive advisories related to undercuts that require changes in the part design. This design tip can help you quickly and efficiently navigate some of those advisories and help with some other issues that might come up when working with undercuts.

One problem is that undercuts interfere with part ejection. When the mould opens at the end of the moulding cycle, a part should release easily, but instead it can get caught on the section of metal that forms the undercut. That stops production while the operator attempts to free the part, possibly damaging it, the mould, or both. The second problem is that undercuts can’t be milled in standard 3-axis milling, because the overhanging feature blocks the endmill from removing material underneath it.

The good news? Several techniques exist to avoid this situation. Granted, they may drive up tooling costs slightly, but it’s a small price to pay for added functionality. So, what are the advisories we see pop up most often? Here we go…

There are many solutions to resolving undercut features in your part geometry, from re-designing part features to ensure proper orientation in the mould, designing in insert-formed geometry, or even eliminating the undercut completely.

One possible solution is to turn the part sideways. Sometimes, a simple reorientation of the part as it sits within the mould cavity is enough to solve the problem. Instead of orienting the channel, hole, or groove perpendicular to the mould opening, turning the part so that those features run parallel—in other words, pointing towards the top side—is one easy fix. Of course, this may create challenges in other areas or make the part un-mouldable, so take a good look at the design for manufacturability (DFM) analysis after uploading your part design for a quote and reach out to one of our applications engineers for help, if needed. However, when re-orientation isn’t possible, don’t worry, you still have other options.

Often, a mechanical component called a side-pull, side-action, or cam can be used to resolve your undercut features. Side-actions are used to create features like hooks, clips, and holes in injection-moulded parts. As the name implies, these devices slide into place from the side—in the X and Y axes—as the mould closes, shutting off certain sections of the mould to generate the desired feature. When complete, the mould opens, activating a cam that retracts the side-action(s) from the workpiece.

A mould can contain multiple side actions, if there is enough space for them to fit in the mould base, and they can move in any direction perpendicular to the pull direction (Z axis represented in blue in the DFM) at for the mould. The beauty of this approach, obviously, is that the process is automatic, speeding the production cycle while eliminating the manual hand-loading charges. However, this advantage is offset somewhat by the mould’s greater complexity, so you should do a cost analysis, especially on lower production quantities. Our automated quoting tool can help determine the most cost-effective approach or call us to discuss other available options.

Another common technique for forming many undercuts is a hand-loaded insert, aka pick-out insert. Used in situations where a side-action cam is impractical (more on these shortly), a hand-loaded insert is nothing more than a machined piece of metal that an operator loads into the mould at the beginning of each moulding cycle. The metal obstructs the flow of molten material, thus creating a window, hole, lip, or other type of undercut in the part. When done, the insert is “picked out” of the part and reused.

Multiple inserts are possible, but each should be situated in an easily accessible location—preferably somewhere near the parting line—and, if feasible, some method of retention should be used to prevent “float” as the plastic flows around it. Essentially, this means that the pick-out should be on the bottom side of the mould, or have its footprint connect to the parting line. And because this is a manual operation, a small per-piece upcharge will be applied for handling.

Here are a few other things to think about when designing parts with undercuts. Because we specialise in prototype and low-volume plastic injection moulding, we do not offer some of the more advanced features found in traditional production moulds, which cost exponentially more. Our side-actions are limited to X-Y (perpendicular) movement—there's no opportunity for angled side-actions or shut-offs. Nor do we currently offer lifters, which are similar to side-actions but engage the part from the inside, then pull away before the mould opens.

Instead, we use a different type of side-action known as a pick-out cam—think of it as a pick-out insert that sits on a sliding track, which slides into position manually but is much faster than a hand-loaded insert. It's also important to note that the size and positioning of any undercut depends on a number of factors, including how far it sits from the parting line, the amount of draft, part size and geometry, and the material’s pliability. Very rigid plastics like polycarbonate (PC) will be less forgiving.

As any designer of moulded parts knows, draft angles are a big deal. Insufficient or improperly oriented draft—what we refer to as “bad” draft—can act as an undercut, preventing part ejection and impeding the moulding process. We recommend at least 0.5 degrees on all vertical faces, although more is generally preferred, especially on very tall surfaces or if the mould surfaces are textured. In certain situations, draft can even be used to avoid side-actions and hand-loaded inserts—consider a box-like part with a window or slot partway up one side. Increase the draft sufficiently and the part will have enough room to slide away from the core and its undercut-generating geometry as the mould opens.

Drop us a line and we’ll be happy to discuss these advisories and other design issues within your quote undercut factors at [email protected] or +44 (0) 1952 683047