Learn Stuff For Bikes
Learn Stuff For Bikes
LEARN
ABOUT
BIKES
Choosing A Bike
Headsets
Bottom Brackets & Cranksets
Hubs & Gears
Brakes & Cables
Derailleurs & Shifting
Wheel Truing
Tubes & Tires
****************************************************************
Thanks to Ryan Guzy & Bike Saviours of Tempe, AZ for most info in this handout.
Some additions & edits made by Colin Dixon & Phoenix Bikes
Most diagrams from Park Tool book use for educational purposes only.
CHOOSING A BIKE
Terms to Know
Road
Mountain
City/Hybrid
Cruiser
Fork
Head tube
Top tube
Down tube
Seat tube
Chain stays
Seat stays
Dropouts
Things to Know
Choosing a bike is an important first step to a smooth build. By asking the right questions
and looking for issues early you can prevent problems later.
Often people come in asking for a certain type of bike, but may be better suited to another
type. It all depends on their needs.
Different types of bikes are distinguished by geometry.
A road racing bike has steep angles and puts the rider in a lower stretched out position. This
is more efficient but may be less comfortable. The fit is also more critical.
A mountain bike or cruiser bike has slack angles but for different reasons: A cruiser is built
for comfort and to put the rider in an upright position. A mountain bike is built for stability and
handling over rough terrain. Fit is less critical for a cruiser, they may come in only one size.
A city bike or hybrid bike is built for every day use and commuting. The angles on the hybrid
will be neither slack nor steep, and the riding position will be neutral. Fit here is also less
critical but becomes more important if the person is planning on riding longer distances.
Tires are also an important issue. Thin, high pressure tires on a road bike make the road
bike faster, but the tradeoff is durability. Fatter tires may sacrifice some speed, but add
comfort and stability.
For riding on pavement smooth tires are better than the heavy knobs of an off-road tire. The
slick tire will give more traction on pavement since it has more surface in contact with the
ground.
Wheel size is important: changing sizes may be problematic due to brake reach. 27" wheels
are the largest, followed by 700c, then 26" fractional, then 26" decimal.
Choosing a Bike
Talk to the person, try to get an idea of what they know and their experience level with bikes.
o Identify what kind of riding they want to do, and find out if they have a bike already.
o Talk to them about the pros and cons of different types of bikes and riding.
o Guess approximately what size bike they might ride.
o Identify what we have on hand that can fit their needs, and is about the right size.
o Have them stand over the bike to make sure they have a safe clearance over the top
tube.
Check for special parts that might get in the way of the build. Certain wheel sizes, three
speed hubs, coaster brakes, special brakes, derailleurs, or cranksets are all possiblities.
o Note any parts that are missing from the bike. Try to determine the wheel size that the
frame was built for.
When talking to customers, if we don't have anything that meets their need or fits,
encourage them to look for a bike elsewhere, armed with new information, or tell them to
check back in coming weeks.
Fitting
Fitting is a complicated subject and could be a class in itself. A good road fit is fairly precise,
while on a cruiser if you can reach the pedals and turn the handlebar you can ride it.
Bikes are traditionally sized by measuring from the center of the bottom bracket to the top of
the seat tube. On a road bike the top tube length is also important.
For a basic fit make sure the person can stand over the top tube in front of the saddle. There
should be one to two inches of clearance, smaller for a road bike, larger for mountain. Make
sure they can reach the handlebars comfortably when in riding position. Also make sure they
are not cramped by a too small bike with too short a top tube or seat tube.
Especially on a road bike, you want the rider to be balanced and in an efficient position.
Seat height needs to be correct so that the rider is able to get a full range of motion without
rocking their hips while pedaling. Many riders have their saddles too low, which can lead to
knee problems.
Balance comes from the relationship between the pedals and the saddle, and is independent
of reach or top tube length. Move the saddle forward or back to get the rider balanced on the
bike.
Reach is set by adjusting the stem length. If the stem needs to be extremely long or short to
get the correct reach this means the frame size is too big or small or the top tube length
doesn't work for that rider.
There are some rules of thumb to help with these adjustments. These can be good starting
points but they are not absolute:
o The seat height should be set so that the riders knee is fully extended when their heel is
on the pedal at the bottom of the pedals rotation, lined up with the seat tube.
o When seated on the bike with the pedals in the 3 o'clock and 9 o'clock position, a plumb
line dropped from below the knee cap should intersect the pedal spindle.
o With the hands in the forward part of the drops, the riders arm should be at a 90 degree
angle.
HEADSETS
Terms to Know
Headtube
Headset
Fork Crown Race
Fork
Stem
Threaded
Quill Stem
Wedge
Wedge Bolt
Top Cap/Locknut
Toothed Washer
Threadless
Star nut
Top cap
Centering sleeve
Things to Know
The fork crown race is part of the headset, not the
fork. If you change forks or headsets keep the
crown race with the headset.
Open headset bearings can be balls-in or balls out. Make sure you know what type you
have. Make sure that the retainer won't hit the cup or cone.
In a threaded headset the steerer tube length needs to closely match the headtube length
and the bearing stack height.
In a threadless system the steerer tube can be cut and/or spacers can be added to get the
stem in the correct location.
Many threadless headsets use sealed cartridge bearings rather than open bearings.
In summary; know your starting point and how far you are moving each time. Move the
adjustable side with the locknut loose, and lock it before checking for play. Repeat until
you find play then go slightly tighter. Using this method anyone can find the correct
adjustment without relying on the subjective feel of the bearing.
(Crown Race)
Threaded Headsets
Following the open bearing procedure is easier if the front wheel is installed. It gives you a
reference point and something to hold while you turn the wrenches.
The steerer tube must be the correct height for the head tube. If it's too short there won't be
enough thread to install the headset. If it's too long the steerer won't have enough threads to
install the upper cup or cone.
In a threaded headset make sure the top cap is tall enough to lock down on the adjustable
cup/cone, if not you can get another top cap or install some spacers.
Threadless Headsets
Terms to Know
Square taper
Cotter Pin
Single piece /
Ashtabula Open Bearing
Cartridge Bearing
Splined - ex: ISIS,
Octalink
External Bearing
Bottom bracket shell
Fixed cup / drive side cup
Adjustable cup / Non-drive side cup Bearings
Spindle/cones
Crank arms
Crank Puller
Lockring Wrench
Things to Know
All open bearings have a fixed side, an adjustable side, and a lock nut that locks the
adjustable side in place.
Bearings should be just tight enough so that that the play is gone, and no tighter.
Bearing play can only be checked after the lockring is tight, since tightening the lockring
affects the adjustment.
English threaded bottom brackets are threaded so that both cups loosen toward the front of
the bike when the bike is upright.
Italian and French threaded bottom bracket cups are threaded conventionally, that is the
cups both loosen counterclockwise.
A spindle length and a crank are matched to get a certain chainline, if your chainline is bad
or the crank hits the frame you may need a different combination.
In summary; know your starting point and how far you are moving each time. Move the
adjustable side with the locknut loose, and lock it before checking for play. Repeat until
you find play then go slightly tighter. Using this method anyone can find the correct
adjustment without relying on the subjective feel of the bearing.
Crank Puller
1. Grease the crank puller threads
2. Thread the outer nut into the crank arm. The threads are very fine and are easily cross
threaded. Don't force the tool into the threads, it should go in by hand. Don't use a wrench.
3. Make sure the tool is threaded all the way in. If you try to pull a crank with only a few threads
engaged you'll rip out the threads. Here you can use a wrench to make sure the tool is
bottomed out in the crank arm.
4. Once the threaded nut is all the way in, turn the crank puller handle.
5. You'll feel resistance at first then it will get easy as the crank pulls off the spindle.
Cotter Crankset
Removal tips:
Use the cotter pin press to press out the pin. Try not to bend the pin. Back off and reset the
tool as much as necessary.
You can use a ball bearing under the press screw if you still need to push the pin once it's
inside the crank arm.
Installation tips:
Make sure you have the correct size cotter pin.
Install cotter pins in opposite directions to keep the crank straight.
Tighten the nut to pull the pin into place. If you can't see the threads, tap it in or use the
press.
If the nut bottoms out, your pin is too small for that crank, get the next size up.
HUBS & GEARS
Terms to Know:
Cassette
Free Hub
Freewheel
Fixed Gear
Coaster Brake
Hub Shell
Hub Flange
Axle
Quick Release
Solid Axle
Things to Know:
All open bearings have a fixed side, an adjustable side, and a lock nut that locks the
adjustable side in place.
Bearings should be just tight enough so that that the play is gone, and no tighter.
Bearing play can only be checked after the lockring is tight, since tightening the lockring
affects the adjustment.
On a hub the drive side cone and locknut should be locked together, this is the fixed side.
Adjust from the non-drive side.
Quick release hubs need to have a little play when the quick release is open. When the
quick release is closed it compresses the bearings.
Make sure the axle is centered between the dropouts.
For quick release wheels, the axle can't protrude past the dropout. If it does, the quick
release will not hold the wheel in the frame.
In summary; know your starting point and how far you are moving each time. Move the
adjustable side with the locknut loose, and lock it before checking for play. Repeat until
you find play then go slightly tighter. Using this method anyone can find the correct
adjustment without relying on the subjective feel of the bearing.
Terms to Know
Side pull
Center pull
Dual pull
Cantilever
V-brake
Disc brake
Barrel Adjuster
Third hand tool
Fourth hand tool
Things to Know
When adjusting brakes, you care about the pad orientation when they are touching the rim.
Otherwise you just want them out of the way. Therefore all pad adjustments should be done
with the pad touching the rim. You can use the barrel adjuster to hold the pads against the
rim. This also makes adjusting brake distance and feel easier later.
The barrel adjuster makes the cable housing longer or shorter. This increases or decreases
the cable tension since both the housing and cable are fixed at both ends.
Turn the barrel adjuster out (counter clockwise) to increase the cable tension. Turn it in
(clockwise) to decrease the cable tension.
The fourth hand tool allows you to pull the cable a precise amount, use it to pull the cable
through the brake before tightening the cable fixing nut.
Caliper brakes are split into two halves; everything in front of the spring, and everything
behind the spring. The front nut adjusts the play and tightness in the arms. It has no effect
on centering. The rear nut is only for centering, it changes the pivot point of the spring. The
offset brake wrenches are used to hold the spring in place while you tighten the rear nut.
Single pivot brakes can sometimes be quickly centered by loosening the nut on the back of
the frame or fork and holding the brake lever while re-tightening the nut.
Brake Procedure
1. Turn the barrel adjuster almost all the way out until a thread or two is left.
2. Hold the pads against the rim, use a friend or the third hand tool.
3. Use the forth hand tool to pull the cable so that the pads are snug against the rim. Don't go
too crazy, you don't want to stretch the cable or compress the housing.
4. Hold the fixing bolt and tighten the nut. Don't turn the bolt and don't over tighten the nut or
you may damage the cable.
5. Once the pads are touching the rim and the cable nut is tight, make all of your pad
adjustments. You want the pads to be centered on the rim vertically, the front and back tips
should be the same distance from the edge, and the pad should be flat on the rim along its
entire length.
6. Now turn the barrel adjuster in (clockwise), this will cause the pads to open up.
7. As you do this squeeze the brake lever and test the brake feel. This is personal preference,
in general the brakes should hit firmly but still have some modulation.
Centering: Side Pull/Center pull (single pivot bolt)
To center brakes that have a single pivot bolt you need to
change the pivot point of the spring.
Loosen the single nut opposite the brake on the back of the
frame or fork.
Use an offset brake wrench on the flats behind the brake
caliper to hold the brake centered. If the brake doesn't have
flats, use the brake spring wrench or a screwdriver in the
springs to hold the brake in place.
Tighten the bolt while holding the brakes centered.
When you tighten the nut the brake will want to rotate, it may
take a few tries to get the brakes centered just right.
Terms to Know
Front Derailleur
Rear derailleur
Chainring
Cog
High
Low
Short or Long
Cage
Downtube shifter
Bar end
Brifter
Trigger/Rapid Fire
Grip shift
Things to Know
Gears are referred to by ratios, the highest gear on a bike is the large chainring and the
smallest cog. The lowest gear is the small chainring and the largest cog.
- A derailleur has two stops, a high gear stop and a low gear stop. These keep the chain
from jumping off the ends of the gear cluster and have nothing to do with the gears in
between.
Adjust the rear high gear stop, and the front low gear stop, with the cable fixing bolt loose
and the cable un-attached.
In an index system the barrel adjuster increases or decreases cable tension and centers the
chain on all gears simultaneously.
Friction shifters allow the rider to put the derailleur anywhere they want. The advantage is
that they are simple, allow you to use a wide variety of derailleur/shifter combinations, and
are easy to set up and maintain. The tradeoff is that you have to center the chain on each
gear as you shift while riding.
Index shifters have a click for each gear, and have to be adjusted so that the click positions
line up with the cogs. The advantage is convenience. When riding you just have to hit the
shifter and it will line up with the gear. The tradeoff is that they take a few extra steps to
adjust, and you will have to re-adjust every once in a while. You will also have to change the
shifters if you want to change the number of cogs on the bike.
If an index shifter has problems shifting one direction, and when you fix it, it has problems
shifting the other direction, it is because the cable and housing (often), or shifter (less often)
is hanging up. Clean and/or replace parts until everything moves smoothly.
Longer cage derailleurs have more capacity and can shift a wider range of gears, shorter
cage derailleurs are designed for narrow range gearing and save weight.
Derailleurs don't care how many gears they are shifting as long as they have enough
capacity to take up and release all the chain slack. If you change the number of cogs, you
don't necessarily have to change the derailleur.
When setting up a bike with index shifting, keep shifter/derailleur brands together. This is
because each type of shifter pulls a different amount of cable per click.
If a front derailleur cage is too short the chain may hit the cage in the small chainring.
Cables stretch over time, and this will affect an index shifting system. Once you've got it set
up, shifting quality will degrade slightly until the cables finish stretching. It's important to
adjust the derailleur to take up the added slack. Remove the extra cable slack using the
barrel adjuster when this happens
Derailleur procedure
Do these steps separately for each derailleur. Adjust the rear derailleur completely first, then
the front derailleur.
1. Make sure the shifter isn't pulling any cable. Shift to the smallest cog or chainring.
2. Disconnect the cable and adjust the stop screw (high stop when working on the rear, low
stop on the front). For the rear, the pulley should line up with the cog. For the front, the chain
should not rub on the cage, but it should not be too tight or the downshift won't work.
3. For index, turn the barrel adjuster(s) all the way in, then out a turn or two. This resets them
so you have some adjustment range later.
4. Verify again that your shifter isn't pulling any cable, then attach the cable to the derailleur
with the cable fixing bolt.
5. Shift between the current gear and the next one to make sure the chain shifts smoothly. In
an index system use the barrel adjuster to increase cable tension until the shift is made.
6. Move the chain to the other end of the range (low gear when working on a rear derailleur,
high gear when working on a front).
7. Tighten the stop screw to prevent the chain from moving into the last gear, then back it off
until it shifts smoothly. This guarantees that the chain won't jump off the rear cogs into the
spokes or off the large front chainring.
8. If you have an index system, use the barrel adjuster to increase or decrease cable tension to
center the chain on the gears.
Terms to Know:
Spoke
Spoke nipple
Rim
Hub
Hub flange
True
Lateral
Round
Radial
Spoke wrench
Truing stand
Things to Know
Your goal is to make the wheel true and round by adjusting the spoke tension.
The spokes on the right hub flange pull the rim to the right, the spokes on the left flange pull
the rim to the left
The spokes are threaded normally and the spoke nipple is a nut, therefore they tighten
clockwise when you are looking at the end of the spoke inside the rim.
When you are tightening a spoke with the spoke wrench, you are turning the spoke nipple
clockwise, but you are looking at it from the back, so the wrench is turning counter-
clockwise.
Always find the highest spot on either side of the rim, back the indicators off if they are
rubbing along a large section or indicating multiple points. Your goal is to identify which
spoke is causing the problem.
Tightening spokes on one side while loosening spokes on the other helps keep the wheel
round.
Lateral truing
1. Position the truing stand indicators on either side of
the rim and close enough that it rubs in only one
spot.
2. Find the spoke closest to the high spot. If the spoke
pulls away from the high spot, tighten that spoke 1/4
turn. If the spoke pulls toward the high spot loosen
that spoke 1/4 turn.
3. Loosen or tighten the two adjacent spokes 1/8 turn,
opposite the direction from the previous step. This
helps keep the wheel round.
4. Repeat, finding the highest spot each time and
correcting it.
Radial truing:
1. Position the calipers so that they are below the edges of the rim and close enough that it
rubs in only one spot..
2. Find the pair of spokes closest to the high spot, tighten them both 1/2 turn as equally as
possible
3. Repeat, finding the highest spot each time and correcting it.
4. Position the calipers so that they are touching the rim all the way around, but far enough
away that the rim stops touching in one spot.
5. Find the pair of spokes closest to the low spot, loosen them both 1/2 turn as equally as
possible.
6. Repeat, finding the lowest spot each time and correcting it.
TUBES & TIRES
Things to Know
When you ride a bike, youre
riding on air. Proper air pressure
will protect your wheels, give you
better traction, and make your
ride more comfortable.
The writings on the wall the
sidewall. Check the tire for
minimum and maximum air
pressure (as well as tube/tire
size)
CHANGING A TIRE
1. Remove the wheel from the bike.
2. Completely deflate the tire.
3. Slide the rounded end of one of
the tire tools between the tire
and the rim. Working slowly and
taking care not to pinch the tube,
pry the tire away from the rim
and press down to keep the tire
off the rim.
4. Slide a tire tool between the tire and rim. Work this tool around the rim until the tire pops
free.
5. Remove the tire and inner tube from the rim. Patch or replace the inner tube.
6. Take the tire and slip one edge of it all the way around the rim. It should be possible to do
this by hand, although you can use one of the tire tools if necessary.
7. Place the inner tube completely inside the new tire, taking care to line up the
inner tube valve with the valve hole in the rim (see B). Push the tube as far
into the tire as possible. It might help to inflate the tube very slightly.
8. Using your hands, push as much of the second edge of the tire onto the rim
as possible. Continue pushing the tube into the tire as needed.
9. Gently finish rolling the second edge of the tire into place over the rim edge. Work slowly
and avoid snapping the tire into place as this tends to pinch the tube and cause air leaks.
10. Inflate the tire to the recommended pressure written on the side of the tire, and replace the
wheel on the bike.