Whether you're a weekend warrior or a top-notch criterium racer, shifting your gears efficiently can make a world of difference in your performance on the bike. A smart shift can make the difference between winning the sprint or ending up at the back of the peloton. Learning the basics will help you to make fast, clean shifts while maintaining higher power throughout your pedal stroke.
To become better at shifting, we must first discuss cadence. Cadence is the rate at which you turn the cranks of your pedals and is measured in "rpms," or rotations per minute. Research shows that on average, the human body performs best in competition with a cadence of around 90 rpm. Without the benefit of an in-depth study on your personal cadence, we will assume this average works for most people.
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The gears on your bike are the mechanisms that transfer pedaling power to the rear wheel while maintaining an efficient cadence. To increase cadence (because our rpms are too low), we may need to "shift down" to find an easier gear. If we find ourselves spinning our feet too fast, we may "shift up" to find a harder gear.
Lower gears (the ones with more teeth on the cassette) are used at lower speeds and for hard climbing. Higher gears (cyclists generally say 'bigger gears') are for higher speeds and sprints.
Efficient shifting requires the proper use of your front chainrings. Let's assume your bike is equipped with a double crank, or two chain rings up front. The small chain ring is usually used for climbing at speeds under 15 mph while the large chain ring is used at higher speeds on flats or rolling terrain.
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A common mistake made by beginners is to use the small chainring up front and the smallest cogs of the cassette in the back. This is commonly referred to as "cross-chaining" and may have a negative impact on your shifting. While it might be convenient in some situations, it decreases your drivetrain efficiency. The diagonal travel of the chain increases friction and adds wear on your chain rings and rear cassette.
The goal is to make the timing of your shifts natural so that it's easy to maintain a consistent cadence. Waiting too long to shift down on a climb could leave you at the rear of the pack with a grating, skipping chain as you struggle to find a smaller gear. To avoid late shifts, plan your shift ahead of time. Scan the route in front of you. Is there a sharp curve or hill ahead? Try to tackle short hills without any change in gearing. Longer hills will require a down shift in order to efficiently transition to climbing mode. Sharp turns require braking and acceleration from a lower gear.
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A transition to a steep climb will likely require a shift to the small chain ring. Shifting too early will leave you spinning out in too small a gear. Before you shift, wait until your cadence slows enough so that a switch to the small chain ring won't result in a dramatic change in cadence. Experience will provide the best lesson, but use your target cadence as a guide.
One common shifting mistake cyclists make is to skip a gear or throw a chain by placing too much pedal pressure on the drivetrain. True, the latest electronic derailleur systems are designed with the ability to shift even while standing on the pedals during a climb. But the fact remains, the chain must still move to another cog of a different size.
During this transition, the chain and the cog teeth don't have complete engagement. Too much force on the chain can cause a jumped chain or worse, a bent or broken tooth. If possible, ease-up on your pedal pressure as you actuate the shift lever while pedaling lightly. Your shifts will occur quicker and smoother with only light pressure on the pedals.
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Unless you're using one of the new electronic shifting systems, your hand provides the mechanical force to shift the chain. Don't be afraid to move the shift lever confidently into the upper positions. A timid shifting motion can cause an incomplete engagement of the shift lever mechanism and lead to the chain failing to engage the next cog or chainring.
Use full-motion movements with the shift lever. If you apply too much movement, the worst that can happen is that you shift an extra gear. Pay attention to what movement works best with your equipment. While different manufacturers utilize different levers and techniques to achieve the same results, they are mechanical systems designed with a specific motion in mind.
Most manual front derailleurs employ a micro adjustment ability that's actuated by moving the lever slightly farther after a shift. This is designed to alleviate the chain rub that may occur on the front derailleur when accessing the outer most gears on the rear cassette.
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It works by extending the derailleur a little further away from the front chain ring. If your derailleur stops are not properly adjusted, this action can throw you chain off the large or small chain ring. If this happens, your derailleur will need readjustment to the manufacturers specifications.
Lastly, by maintaining a clean drivetrain, your derailleurs will function better and transfer more power directly to the wheel. A dirty chain or gummed-up jockey pulleys on the rear derailleur may cause sluggish or incomplete shifts. If your drivetrain is clean but your shifting is still erratic, check to see that your chain is not worn out. An inexpensive chain wear gauge is well worth the investment. If you keep a clean drivetrain, you may need to replace your chain once a season.
A clean and well-tuned derailleur system will provide many hours of efficient shifting and with practice, it might even win you that next race!
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