DIY bicycle gearshift repair

In detail: DIY repair of a bicycle speed switch on the handlebars from a real master for the site my.housecope.com.

Turn the cable adjusting screw a quarter turn counterclockwise. If shifting does not improve, check that the casters rotate freely and that the top moves from side to side.

Loosen the derailleur cable and adjust the screw “H” until the ruler is clamped between the wheels just outside of the smallest carriage gear.

Tighten the cable and line up the wheels with the smallest gear by turning the adjusting screw counterclockwise.

We clean and lubricate
A new rear derailleur is expensive, keep it clean and lubricated. Raise the rear wheel and turn; if you hear a squeak or knock, dirt has entered the mechanism. Remove the wheel from the bike and place it on the workbench with the carriage facing up. Turn the gears counterclockwise and you will see that the outer part of the carriage rotates, and the inner part is stationary. Wrap a rag around the carriage over the spokes and apply a mixture of oil and silicone grease between the rotating and stationary parts of the carriage (see picture below). Distribute the mixture over the mechanism by rotating the gears. When it goes inside, lubricate the carriage with light oil.

Surprisingly, the rear derailleur with its adjustment remains obscure and incomprehensible to most of us, while it only has three screws for adjustment! So let's see what they are responsible for.
Of the tools you will need
Image - DIY repair of the bike speed switch on the handlebars


Bicycle repair kit or Phillips and flat head screwdrivers. A little lube.
Image - DIY repair of the bike speed switch on the handlebars
First, flip the switch to the largest sprocket. This will help you adjust the chain spacing and the slower speed limiter.
Image - DIY repair of the bike speed switch on the handlebars
Use a small screwdriver to adjust.
Image - DIY repair of the bike speed switch on the handlebars
If the distance between the sprocket and the roller is too large, the speed will not change accurately. To decrease it, turn the screw counterclockwise.

A very common problem faced by cyclists is the rear derailleur not working properly. Today we will try to figure out how to set it up from scratch or adjust if the settings are lost.

Video (click to play).

This article is suitable for adjusting all shimano, sram, campagnolo, microshift and other derailleurs, no matter how many speeds you have on your bike, ranging from 2 to 11 speed sprockets on the rear wheel.

The tools you may need are a Phillips screwdriver and possibly a 10 or 8 hex key or wrench depending on the switch. It is also very convenient to carry out work on a special bike rack, but you can also cope without it.

1. Lack of maintenance. Most often, when buying a bike, the derailleur works well and flawlessly, but after the season of operation, you can replace the deterioration in performance or even the chain jumping off the extreme sprockets. In 70% of cases, setting the rear derailleur helps, but sometimes this does not help either, then the cable and shirt should be replaced, as they become clogged with dirt and interfere with the smooth running of the cable in the shirt. Usually bike maintenance is done once a year, in which the switch settings are turned on.

Sometimes, to save money, they lubricate the cable with grease or any other lubricant and it turns out to improve the work for a while, but later the lubricant attracts dust and the work deteriorates again, so you will have to do this procedure more often than you would like.

2. Wear of the switch itself. Everything breaks down someday, and the derailleur on a bike is no exception. Most often, the parallelogram axes of the switch wear out, due to which a small backlash is formed, which does not allow the switching to be adjusted correctly.

3. Worn derailleur sprockets. Over time, the plastic sprockets wear out due to which the chain no longer holds on to them, which leads to poor operation of the derailleur. Also, the sprocket axles can wear out and the sprocket will wobble unnecessarily on the axle, which leads to poor shifting.

4. Curve cock or the switch itself. When you fall or hit something with the switch, the cock will most often bend (break), since it is made specially from a weaker alloy than the switch itself (to keep the more expensive part intact). The curvature does not allow the chains to stand up exactly, which reduces the efforts to adjust the crossover to zero. Read how to straighten a cock with your hands.

5. Cable problems. Sometimes, during installation or when dropped, the cable may bend strongly, after which the place of the bend will prevent the smooth movement of the cable in the shirt. In this case, its replacement is required.

It also happens that the cable gets loose (that's why you should use the ends of the cables) and subsequently one of the thin threads begins to separate from the main bundle, as a result, interferes with the normal movement of the cable in the shirt. Sometimes one thread in the cable can break and also prevent it from working normally, here you can isolate it from the main bundle along the entire length of the cable. But the best option would be to replace the cable with a new one.

If a new cable was installed, then sometimes after a certain number of kilometers (about 100 km), you can notice a deterioration in switching - this is due to the fact that the cable is slightly stretched. In this case, the cable tension bolt will need to be slightly tightened.

Important! If you have at least one of the 5 problems, it will not be possible to adjust the switch perfectly!

After we have eliminated all 5 possible problems with the rear derailleur, we can begin to configure it. I took a bike with a shimano rear derailleur and divided the whole setup into 8 steps:

1. On the shifter, fold to the highest speed (which corresponds to the smallest star on the block of led stars). We pedal so that the chain is on a small star. (now you understand why it is so convenient to work with the rack)

Image - DIY repair of the bike speed switch on the handlebars

I do not show numbers on the shifter, but believe me the position of the indicator is on the "number" 9. Which corresponds to the smallest star on the cassette.

When adjusting the rear derailleur on the sprockets (front) the chain is best positioned where you use it most. This is usually the central star on a 3-star system.

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2. Loosen the hexagon or the bolt that holds the cable.

3. We screw it all the way, and then we return one turn back all the adjusting thumbs of the cable tension, which are located on the switch and on the shifter (sometimes there is only one adjustment screw on bicycles, most often it is on the switch, less often on the shifter).

Image - DIY repair of the bike speed switch on the handlebars

In my case, the cable tension regulator is located only on the shifter. The photo shows how I spin the lamb.

4. Pull the cable by hand (you don't need to pull with all your might, the main thing is that it does not sag and be stretched along its entire length) and tighten the bolt holding the cable.

5. Align the center of the switch foot rollers with the center of the smallest star on the bike. Some remove the chain for stages 5 and 6 to fine tune them. I don’t see the need for this, you can not shoot, especially if you have a switch that is not of the top level, such as a shimano tourney, acera or alivio.

Actually, all this movement of the switch occurs using the adjusting screws with the letters "H" and "L".

Image - DIY repair of the bike speed switch on the handlebars

The selector foot position adjusting screws look like this.

Turn the screw “H” with a screwdriver until the centers of the rollers on the foot of the switch and the small star coincide and proceed to the next step.

Image - DIY repair of the bike speed switch on the handlebars

In the photo, I showed a red line, along which you can see that the switch roller is under a small star on the cassette, which means that the extreme position is set correctly.

6. Switch on the shifter to the lowest speed (number 1), which corresponds to the largest trailing star. We twist the pedals so that the chain goes to the extreme sprocket. And also align the center of the foot rollers with the center of the largest sprocket. All this alignment takes place using the "L" screw.

Image - DIY repair of the bike speed switch on the handlebars

On the shifter, there is an indicator for switching the speed to number 1, if there are no numbers to the most extreme position, which should correspond to the largest star on the cassette.

Essentially, the "H" and "L" screws act as end stops for your derailleur, which keeps the chain from flying off while moving and keeps you alive.

Image - DIY repair of the bike speed switch on the handlebars

We expose the extreme position of the switch foot so that the switch does not hit the spokes of the wheel. By aligning the axes of the largest sprocket on the cassette and the axis of the derailleur foot.

7. We drop again at the highest speed. Do not forget to pedal. The chain should be on the smallest star. Next, we switch to one speed and turn the pedals, if the chain does not jump or does not jump right away, then you need to slightly unscrew the adjusting screw that adjusts the cable tension (it turns out we are tightening the cable).

Then again we check and switch from the highest speed to one step lower (if the 8-speed cassette, then from 8 to 7 speed), if the switch happened immediately, congratulations you set the switch! You can check the remaining speeds will also easily and clearly switch both up and down!

Image - DIY repair of the bike speed switch on the handlebars

The chain should jump to the adjacent speed. In my case, this is a 9 speed cassette. I switch from 9 to 8.

8. Adjust the distance from the largest sprocket to the derailleur roller. This distance should be about 4 mm, if the distance is greater, the switching clarity will be reduced. The adjusting screw on the switch is responsible for adjusting this gap. By unscrewing the screw, the distance decreases, screwing it in increases. the tuning is done on the largest star corresponding to the number 1 on your shifter.

Question: But what if I unscrew the adjusting screw to the end, and the chain still does not switch to 1 speed lower?
Answer: Most likely, you pulled the cable poorly by hand from step 4, or you did it with insufficiently tightened cable tension adjusting screws from step 3, and it is also possible that you did not pull the cable at the highest speed on the shifter described in step 1.

Question: I got to stage 7, but the chain was not on the smallest star why?
Answer: You may have pulled the cable too tight by hand in step 4, in which case try to loosen the cable tension slightly with the adjusting screw. If the chain still does not go to the smallest sprocket, repeat steps 1 to 4.

Share your experience with setting switches in the comments.

Every owner of a high-speed bike knows what a bicycle shifter is. These devices are directly involved in gear shifting, with their help the cyclist easily and simply controls the transfer of the chain through the cassette stars. The detail is small, but it depends on its state whether the bike will be as fast as it should be, or whether it will "get stuck" in one gear.

Shifters are gear shifters that are attached to the handlebars of a bicycle. Modern high-speed bikes are 90% equipped with two shifting systems - front and rear - respectively, each equipped with its own shifter. On the left handlebar is the drive mechanism for the front derailleur, on the right for the rear derailleur.

In the classic 3 X 8 gearshift system, there are 2-3 rear sprockets for each chainring.By analogy, one division of the left shifter includes 2-3 divisions of the right. On bicycles with a single gearshift system (rear cassette only) or on the planetary hub, one shifter is installed, on the right side of the handlebar.

The professional name for these devices is shifters. Their internal structure is quite simple, it includes several mating parts:

  • drive handle;
  • movable block;
  • winding;
  • free lever;
  • shift cable;
  • spring-ratchet lock.

The handle, which is operated by the cyclist, causes the position of the free arm to change. That, in turn, moves the block on which the gear selector cable is wound or unwound. The spring clip performs the function of securing the position of the cable on the drum unit and does not allow the switch to swing the chain on its own.

Thus, by changing the tension of the cable on the block, the corresponding gear is set. It is imperative that the shifting mechanism is fine-tuned, and one division on the shifter corresponds exactly to the chain tossing exactly one sprocket. If the shifter works properly, but the gears do not shift or skips two or three, then the speed switch must be adjusted.

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Initially, bicycle shifters worked on the principle of sliding a cable and fixing the cable with a nut. Here, the gear was determined by the tension on the shifter body, approximately as described above. Later, ratchets were installed in them, and the method of changing the position of the cable is called index.

Modern bicycle models are equipped with several types of drive mechanisms:

  • grip-shift;
  • triggers;
  • brake - Dual control;
  • pistols.

Grip shifters change the tension of the cable by moving the drum around the steering wheel axis. The movement is carried out back and forth, in the center there is a pointer along which the gear is set. Other models can be equipped with an arrow display.

The advantages of these shifters include the geometric integrity of the devices, the absence of protruding parts and instant response when the drum moves. It is noted that grip shifts are easy to operate.

Among the disadvantages is:

  • random switching;
  • take up a lot of space on the steering wheel;
  • the swivel mechanism of budget models breaks easily.

Triggers are the second common type of shifters, where shifting is carried out by protruding levers: tension and release. The first upshifts, the second downs. The front and rear shifters work opposite to each other: the front up lever is down for the rear, and vice versa.

Benefits of triggers:

  • clear operating principle;
  • levers are light to the touch, do not distract from control;
  • there is no risk of accidental switching as with grip shifters - hands on grips do not touch the shifters.

Of course there are also disadvantages, taking into account which grip shifts are better than triggers:

  • if the bike falls, the levers may break;
  • tight pulling of the cable on fast transitions through 2-3 gears, which causes a delay in switching;
  • incorrect alignment with the brake pincers (however, this is more a "jamb" of the bicycle manufacturer than shifters).

Triggers come in several flavors:

  • lever and button above the steering wheel (Ez-Fire Plus) - budget "Shimanov" models;
  • with steering column placement of levers (Rapidfire) - Shimano high class;
  • Trigger: SRAM single lever shifters, new SRAM models with lever and button.

Dual Control, or brake shifters, are activated by moving the brake lever in a perpendicular direction. The novelty was presented by Shimano. Compared to the previous types, drive devices of this type are used in narrow circles and are installed on expensive foreign models.

Dual Control does not interfere with the bike's control even when the grip is moved.Also of great interest is their design, where the brake claw has two degrees of freedom. We can say that shifters of this type are integrated into the brakes. Along with this, there are a number of serious disadvantages:

  • cannot be installed on hydraulics;
  • poor compatibility with rear derailleurs;
  • are put only "from scratch".

Pistols - shifters especially for racing bicycles. Their design is similar to Dual Control in that the gearshift mechanism and brake actuator are integrated and controlled by a single lever. To brake, you need to pull the lever back to increase the gear inward, and to lower it, press the auxiliary lever under the claw.

A significant advantage of this mechanism is the ease of control in any grip, the disadvantages are the high price and low braking force.

Sooner or later, the shifter may stop working correctly or even refuse to serve further. Pulling or loosening the cable may not solve the problem, so the old mechanism will need to be replaced.

New shifters come assembled with a cable, so there is no need to assemble them from scratch. All operations are reduced to removing the old part, installing a new one and the obligatory adjustment of the switches.

  1. Removing the grips from the bicycle handlebars. They are often thicker than the grip of the shifter yokes and will interfere with removal.
  2. Disconnect the gearshift cables from the derailers.
  3. Loosen the mounting bolts and remove the shifters from the steering wheel.

After that, you can put new parts on the bike:

  1. Attach the shifters to the handlebars. Do not move the brake levers during operation.
  2. Gently thread the cables through the frame to the derailleurs.
  3. Connect new cables.
  4. Adjust switches, test new shifters. Adjustment must be done with both cables attached to the switches.

If the shifters do not work very well, they get stuck on shifting, you can use the alternative option - bulkhead, cleaning and lubrication. In case of a malfunctioning part, you can put it from a similar model, then this is the repair of the shifter. In any case, you will have to disassemble it, and how to do this, we will find out further.

Bulkhead and repair using the example of Shimano shifter:
1. Unscrew the bolt of the lower cover, pull it out.

2. Remove the top cover, which contains the speed indicator.

3. We get to the ratchet mechanism with dogs. Common problems, which can be: entry of tendrils, dirt or lack of lubrication. In the first case, further disassembly makes sense if you insert a new washer with antennae from another shifter.

4. Unscrew the central nut.

5. We take out the pressure piece and levers.

6. Unscrew the screw that holds the case.

7. Remove the case, take out the ratchet mechanism with a cable.

8. Separate the ratchet from the plastic washer.

9. There is a pull-up dog on the body near the cable fixing, it should not be disassembled, since it will be quite difficult to assemble.

10. Disconnect the levers: pry the springs at the junction of the levers with narrow pincers.

11. Carefully wipe and lubricate all parts of the shifting mechanism. Installation is in the reverse order.

This is how the shifter is being repaired using an example. The most important thing in work is to keep all the details separate from each other in the field of view.

So, in this article we learned how the bicycle shifters are arranged and work, what types they are divided into, their pros and cons. It will not be difficult to change the shifters on your own to new ones; disassembly should also not cause any difficulties.