| Machine Capacity | Tube outside diameter, wall thickness, material, and maximum forming length | Select a machine whose rated working range covers the largest regular job without operating continuously at its limit. | Working near maximum capacity can increase tool wear, energy use, vibration, and dimensional variation. | Confirm from the technical data sheet before purchase | High |
| Guarding and Access Control | Fixed guards, interlocked doors, protected pinch points, and restricted access to moving tooling | Safeguards should be designed after a documented risk assessment and should prevent access to hazardous motion during operation. | Swaging involves high forming forces and creates crushing and pinch-point hazards. | Included in machine specification | Critical |
| Emergency Stop System | Clearly marked emergency-stop devices, reset behavior, and accessible operator controls | Emergency stops should be easy to reach from normal operating positions and should not automatically restart the machine after reset. | Fast shutdown reduces the potential severity of an unexpected event. | Test during commissioning and routine inspections | Critical |
| Control-System Safety | Safety relay or safety controller, fault detection, restart prevention, and safety-related control performance | Use a documented risk assessment and apply an appropriate safety-related control architecture, such as the performance-level approach in ISO 13849-1. | A control fault must not create an unexpected cycle, restart, or loss of safeguarding. | Requires engineering review | Critical |
| Noise and Operator Exposure | Measured sound level, vibration, and operator exposure during a complete production cycle | Request measured noise data and compare workplace exposure with applicable local occupational-noise limits. | Noise and vibration affect comfort, fatigue, product quality, and workplace compliance. | Measure during site acceptance | High |
| Tooling Changeover | Die access, lifting method, alignment features, setup instructions, and changeover time | Prefer guided tooling, positive location features, and a documented setup method that minimizes manual handling. | Shorter, safer changeovers improve utilization and reduce setup-related defects. | Typical target: under 60 minutes for a planned changeover | High |
| Preventive Maintenance | Lubrication points, hydraulic or mechanical inspection requirements, fastener checks, and wear-part replacement | Use the machine manual as the controlling schedule; record inspections, lubrication, alignment, and replaced parts. | Planned maintenance helps prevent unplanned downtime and maintains forming accuracy. | Daily checks; monthly to annual service depending on usage | High |
| Wear Parts and Tool Life | Dies, guides, seals, bearings, bushings, and other serviceable components | Choose standard, replaceable tooling and obtain documented inspection criteria for wear and dimensional limits. | Tool wear directly affects tube geometry, surface finish, and rejection rates. | Budget 2%–6% of purchase price/year | High |
| Energy Consumption | Motor rating, hydraulic power demand, idle energy use, and duty cycle | Compare energy per operating hour or per formed part rather than motor rating alone. | Idle running and inefficient hydraulic systems can materially increase operating costs. | Calculate from kW × operating hours × electricity tariff | Medium |
| Installation and Commissioning | Foundation, floor loading, electrical supply, compressed air, ventilation, lifting, and training | Confirm utility requirements and site conditions before issuing the purchase order. | Unexpected site work can delay production and increase the initial investment. | Often 5%–15% of equipment price | High |
| Downtime Risk | Spare-parts availability, service response, troubleshooting documents, and remote support | Require a spare-parts list, response-time commitment, electrical drawings, and maintenance documentation. | Lost production can cost more than routine maintenance or replacement parts. | Keep critical spares for 1–3 months of operation | High |
| Operator Training | Safe loading, tooling setup, fault recovery, inspection, and lockout/tagout procedures | Train operators and maintenance personnel separately, and retain attendance and competency records. | Correct procedures reduce misuse, injuries, setup errors, and avoidable machine damage. | Budget 1%–3% of purchase price initially | High |
| Purchase Price | Base machine, standard tooling, controls, guarding, delivery, and commissioning | Compare equivalent specifications and include required tooling and safety equipment in every quotation. | A low base price may exclude essential tooling, safeguards, installation, or training. | Typical planning range: USD 25,000–150,000 | Medium |
| Annual Operating Cost | Labor, electricity, lubrication, inspections, tooling, repairs, and consumables | Estimate costs using expected production hours, staffing, service intervals, and local utility rates. | Operating expenses often determine the long-term value more than the purchase price. | Common planning range: 8%–18% of purchase price/year | Critical |
| Total Cost of Ownership | Purchase, installation, training, energy, labor, maintenance, tooling, downtime, and disposal | Use a 5-year model and compare cost per acceptable formed part, not only the initial quotation. | A machine with a higher purchase price may have a lower total cost through improved uptime and lower scrap. | TCO = Initial Cost + 5-Year Operating Cost − Residual Value | Critical |
| Supplier Documentation | Risk assessment, manuals, electrical drawings, spare-parts list, conformity documents, and inspection records | Do not accept incomplete documentation for a machine that will be integrated into a production line. | Complete documentation supports safe operation, maintenance, audits, and future troubleshooting. | Review before final payment | High |