1. Define the function
Decide whether the part provides an internal thread, an external stud, a compression path, a locating bore or several functions. A threaded insert and a compression limiter have different roles even when both appear in the same bolted joint.
2. Identify the host
Record the full resin grade and reinforcement, not only a generic plastic name. Include how the host is made, its local geometry and any relevant conditioning or environmental exposure.
3. Establish the installation route
Review whether the insert will be placed in the mold or installed afterward. For post-mold installation, consider thermal, ultrasonic, pressing, expansion or screw-in routes. Heat-based routes require a host that can be softened appropriately; do not apply them to thermosets by default.
4. Review the assembly
Document the mating fastener, engagement, available space, tightening access and expected loads. Explain whether the connection must be repeatedly assembled or serviced.
5. Define how the choice will be confirmed
Agree which dimensional, installation and functional checks establish suitability. Use the intended plastic, installation and joint geometry for meaningful confirmation.