| Ring size | Specify the ring’s nominal diameter in inches or millimetres, and confirm whether the quoted measurement is the internal ring diameter. | Common nominal sizes include 1/2 in (12.7 mm), 1 in (25.4 mm), and 2 in (50.8 mm). Confirm the supplier’s measurement convention. | Dimensional tolerance, measurement method, available sizes, and a physical sample or drawing showing the measurement points. |
| Ring profile | Choose the ring shape and state whether the mechanism must open as a matched set. Common profiles include round/O-shaped and D-shaped rings. | Round rings provide a circular filing area. D-rings have a straight section that can help documents sit more evenly along one edge. | Ring alignment when closed, smooth opening and closing, usable filing space, and performance with the intended punched material. |
| Sheet capacity | Give the required number of sheets and the paper or material specification, including thickness where available. | Capacity depends on ring geometry and sheet thickness. As a rough planning estimate only, 100 sheets at 0.1 mm each form about a 10 mm stack before allowances for punched holes and page movement. | Ask how capacity is tested and request a sample loaded with the specified paper. Do not compare sheet-count claims unless the test material and method match. |
| Mechanism footprint | Set the base-plate length, width, height, and position within the finished cover or product. | A mechanism can fit the selected ring size but still conflict with the cover, spine, pockets, or other components. | Dimensioned drawings, overall tolerances, ring projection, and confirmation that the assembly fits the intended product layout. |
| Mounting holes and attachment | Specify hole count, hole diameter, centre-to-centre spacing, and the required fastening method. | Hole layout must match the cover or backing plate. Confirm dimensions from a controlled drawing rather than a product photograph. | Hole-position tolerances, drawing revision control, attachment options, and compatibility with the production assembly process. |
| Opening and closing action | Identify the required opening method, such as levers or a trigger, and state whether the mechanism will be used frequently. | Operating force and ease of use depend on the mechanism design, size, and construction; assess the actual sample. | Consistent actuation, secure closure, ring-tip alignment, and any documented cycle-test method and results. |
| Material and finish | State the required base and ring materials, finish, colour, and environmental or corrosion-resistance needs. | Material and coating choices affect appearance, durability, and suitability for the intended environment. Requirements should be specified rather than assumed. | Material specifications, finish samples, coating consistency, and relevant test reports for any performance requirements. |
| Quality control and traceability | List the critical-to-quality features, acceptable tolerances, inspection frequency, and lot identification needs. | Typical checks include ring dimensions, alignment, opening and closing function, finish, and mounting-hole position. | Inspection records, sampling approach, defect-handling process, corrective-action procedure, and lot traceability. |
| Sample and production approval | Set approval stages for drawings, pre-production samples, first production articles, and any later design changes. | A sample should be tested with the final cover, fastening method, punched sheets, and intended load—not just inspected on its own. | Sample lead time, revision marking, change-notification process, production consistency, and agreed acceptance criteria. |