Before we move on to discuss how to tune up gears, install derailleurs, replace cables and generally spanner your way to shifting success; I think it’s important to get a basic understanding of how the shifting system works and what we’re looking to achieve.
Go with the flow
A local spanner monkey once told me gears were all about flow and tension. I think that’s a great way of thinking about the shifting system. Despite manufacturers spending millions on developing highly-advanced groupsets, the principles behind the derailleur system date back to c.1905 and are (thankfully for us) refreshingly simple.
Day-to-day tasks involving the shifting system are well within the grasp of the home mechanic. It’s difficult to mess things up beyond repair and if things do get too much, your LBS should be able to sort it out quickly for a few quid. Learning how to maintain your own gears is invaluable, especially if things need a tune up mid-ride.
In basic terms, how tightly the shift cable is pulled determines what gear is being used. Think of it like this, to go up to a larger cog (i.e. to an easier gear at the rear or a harder gear at the front), the shift cable needs to be pulled tighter. To move to a smaller cog (i.e. harder at the back, easier at the front), the tension needs to be released. The deraillieurs and shifters do the job of holding the chain on the right gear. It’s our job to get the tension right.
A properly tuned up transmission results in crisp, smooth, reliable and quick shifts. It makes your gears a joy to use. Badly tuned transmission can really ruin your ride (and it’s so easy to fix, there’s no excuse for it)!
These principles help us to create a useful guide for troubleshooting gear problems.
Signs which tell you the cable is too tight:
- You get ‘ghost’ shifts at the rear, where the chain jumps onto an easier cog without you moving the shift lever
- The rear shifts two or more cogs when you only move the lever for a single shift
- You can’t shift onto a smaller cog (front or rear)
- Shifts to a smaller cog are sluggish (front or rear)
Signs which tell you if the cable is too loose:
- You have difficulty shifting onto a larger cog (front or rear)
- You get ‘ghost shifts’ onto smaller cogs (front or rear)
- When shifting to a smaller cog, it shifts multiple cogs at a time
We’ll go on to discuss how you tune up gears and get the cable tension correct in another article.