How to put the rear derailleur on a bike

How to put the rear derailleur on a bike

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Setting up front and rear derailleurs on a bicycleViews: 27618

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Adjusting the front and rear derailleurs on a bicycle

Using the right handle, which is responsible for the rear derailleur, we lower the chain to the smallest star of the cassette. In our case, this is the eighth.

Loosen the screw that holds the rear derailleur cable with the N5 hexagon.

We take a screwdriver and look for a screw with the inscription H. Turning the screw, move the rear derailleur so that all three sprockets on which the chain lies (one on the cassette and two on the switch) lie in the same plane.

Now by hand we pull out the rear derailleur cable as much as possible and clamp it with a screw.

The cable is fixed and we test how the rear derailleur works by alternately running the chain throughout the cassette from the smallest to the largest sprocket and back. If the derailleur does not move well to large stars, then you need to tighten the cable by turning the rear derailleur thumb counterclockwise.

We transfer the chain to the largest star of the cassette. Using the screw marked L, we move the rear derailleur so that the derailleur foot and the largest sprocket in the cassette again lie in the same plane.

Front derailleur setting
lower limit

Moving on to setting up the front derailleur. We flip the front derailleur to the smallest sprocket, and the rear derailleur to the largest. Release the screw that holds the cable with a hexagon. Using a screwdriver, turn the adjusting screw marked L, move the switch frame so that the distance from the chain to the inside of the frame is about 3-4 mm.

How To Install A Rear Derailleur | Mountain Bike Maintenance

After setting the lower limit, the cable must be reattached. Pull the cable with your hand and tighten the screw with a hexagon.

Let’s move on to setting up the second asterisk. After we have secured the cable, put the eighth gear on the rear derailleur (i.e. the smallest sprocket), and on the front derailleur we transfer it to the second sprocket. If the chain touches the outer side of the frame, then pull the cable. The cable is tightened with a lamb, located on the handlebar on the left shifter, by turning it counterclockwise until the chain stops touching the frame. Thus, we have the first and second stars set up. The chain should not touch the frame and the distance from the frame to the chain is about 2-3 mm.

At the final stage of the setup, switch to the third star. If the chain touches the frame, then using the adjusting screw marked H, move the frame outward, thus increasing the gap between the chain and the frame.

Differences between road derailleur setting and MTB

There is no difference in front derailleur settings on mountain bikes and road bikes. The only thing is that the road bike uses not 3 stars, but two stars in the system of stars, which makes the tuning faster.

If you have a dual system. You will also need to complete all the points, and in the 4th step there will be no adjustment of the central position, and the tension of the cable will be adjusted when switching to the 2nd star, where there will be an adjustment of the extreme position with the screw “H”.

Set the center position of the front derailleur frame

It is necessary to transfer the chain to the center sprockets of the cassette using the rear derailleur. We switch from the first to the second speed (the chain should initially be on the 1st star), if it does not switch, then it is necessary to tighten the cable with the tension regulator (see paragraph 3.A), which is located on the shifter. We twist until the chain clearly and quickly transitions to the middle star.

How to install a rear derailleur on a bike?

The bicycle chain is an important part of the chain drive, which transfers the muscular force of the legs to the wheels, sets the bicycle in motion. This part allows you to convert human energy into mechanical energy from a bicycle. The chain transfers 95% of the forces applied to the pedals to the rear wheel.

Bicycle chains vary in width and distance between the axles that hold the chain links together. The chain width is measured between the inner planes of the plates.

Sizes of standard chains that fit most bicycles:

  • 1/8 “(0.125”, 3.2 mm)
  • 3/32 “(0.094”, 2.4 mm)

The device of the spreader and the reasons for its functional failures

Before adjusting the rear derailleur on a bicycle, it is useful to find out the reasons for the malfunctioning of the mechanism. The essence of the problem lies in the following points:

  • Cable damage or lack of lubricant.
  • Violation of the integrity of the cable jacket.
  • Curved cock. fastening the mechanism to the bike frame.
  • Worn chain or sprocket cassette.
  • Jammed chain tensioner rollers.
  • Steering wheel gear shift problems.

Shimano Mountain Bike Rear Derailleur Adjustment Screws: Technical Minimum

Despite the variety of parallelogram-type spreaders from the Japanese manufacturer, their design and principle of operation are similar. In the process of aligning the device, five elements are involved:

  • 1. fastening the cable in the form of an embedded bolt with a nut.
  • 2. screw for tensioning the cable with a drum.
  • 3. a screw for adjusting the chain tension.
  • L. limit screw for adjusting low gears.
  • H. limit screw for correcting high gears.

Special screws L and H, which are used to adjust the rear derailleur of a bike with Shimano Alivio, physically restrict the movement of the mechanism, which prevents the chain from jumping off. In practice, they are used mainly only when debugging a new transfer device, subsequently the procedure is not needed.

In the event that the cock or the mechanism itself is bent, adjusting the stop screws can solve the problem for a short time. Their sensitivity is not very high, so 1-2 turns at a time are quite justified.

Technique: how to properly adjust the rear derailleur on a bicycle Shimano?

The procedure for repairing and debugging chain drive units should be carried out on a clean bicycle. Be sure to raise the rear wheel, for which they hang the frame on a hook or prepare a special stand.

As mentioned above, a thorough cleaning precedes a competent setting. Sometimes even such a procedure can have a beneficial effect on the performance of mechanisms. Technological aspects of the preparatory work are as follows:

  • Clean derailleur and sprocket cassette.
  • Clean old grease from tensioner rollers.
  • Wash and lubricate the chain.

Next, you need to release the hummock, for which the tension screws at the shifter and on the rear spreader are screwed in until they stop. The cable should be pulled out of the clamping screw, but it is not necessary to remove it. It will not hurt to inspect it in order to find damage and, if necessary, lubricate it.

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How to adjust the high gear limiter?

For alignment, the chain is set to high gear with the smallest sprocket at the back and the largest sprocket at the front. For those who are interested in how to adjust the rear derailleur on a mountain bike, it is important to remember. the essence of the adjustment is to align the rear small sprocket with the tensioner rollers. This task is accomplished by rotating the adjusting screw H:

  • clockwise. the frame is deflected towards the large asterisk;
  • counterclockwise. the frame moves to the outside.

How to adjust the low gear limiter?

How to Change Your Rear Derailleur. Replacing Your Bike‘s Rear Mech

The function of the L limit screw is to prevent the chain from overshooting the large sprocket. Improper alignment can lead to chain seizure between the sprocket and spokes or the inability to engage low gear.

Before the adjustment procedure, you must install the chain so that it is on the back of the large sprocket, and in the front on the small sprocket. Screw L is removed as far as possible so that the switch can move without restrictions. The purpose of the setup is to align the tensioner rollers and large chainring in the same plane. The task is performed by rotating the screw L:

  • clockwise. the spreader assembly shifts towards the small sprocket;
  • counterclockwise. the node moves towards the wheel.

The technological process is simple. it is enough to debug the transition between two neighboring stars, the index gear change system is designed so that the shift will be adjusted on all the stars of the cassette:

  • pull the cable by hand and fix it with the fastening bolt;
  • the final adjustment is carried out by rotating the hollow screw with a drum (position 2 in the figure), the chain should easily move from one star to another and back with one press of the shifter.

When you finish adjusting the Shimano rear derailleur on a mountain bike, tighten and secure the cable securely. It is important that it fits into the guide groove. If the work is done correctly, then when the pedals are rotated, the chain works silently and does not jump to the side.

The tensioner is a spreader assembly that provides optimum chain drive rigidity. Excessive tension not only impedes the movement of the chain, but also wears out the gearshift system. The weakened state prevents a clear transition.

The tensioner assembly is debugged as follows:

  • Place the chain at the rear on the largest sprocket and at the front on the smallest sprocket.
  • If, when moving the chain, the tensioner roller touches the cassette, then you need to tighten the tension screw (position 3 in the figure) so that the gap between them is about 5 mm.
  • Install the chain at the back on the smallest sprocket, and at the front on the largest sprocket, and repeat the operation described in point 2.

Routine flushing and lubrication of the ropes and their jackets sometimes gives astonishing results. Practice shows that after this operation it becomes much easier to make transitions. If you find a torn cable with a part of unbraided wires, it should be replaced immediately. The same situation with the shirt, which is damaged.

Unexpected failures when transferring gears can be caused by two reasons:

  • Pulled out the cable from the fixing bolt of the mechanism.
  • At one end of the shirt, a plug was pushed through.

Before adjusting the rear derailleur on a mountain bike, you need to check the condition of the cock. It may bend from a fall or when driving on uneven surfaces. It is categorically impossible to straighten the part directly on the bicycle, because the frame of the assembly is fragile, it is better to dismantle the bent cock and align it on a metal plate.

You should also pay attention to the degree of wear of the chain drive, which occurs due to a long drive on non-standard gear combinations. Chain tensioner rollers need periodic maintenance. they need to be cleaned and lubricated at least once a year.

I strongly recommend that you set up the rear derailleur before starting the setup / adjustment of the front derailleur so that everything works correctly for you. This manual will fit all brands and models of front derailleurs: Shimano, Sram, Microshift, Campagnolo and others.

  • Prerequisites for Configuring a Switch
  • Unscrew the bolt
  • Checking the position of the switch frame
  • Working with a cable and a shifter
  • We expose the extreme position of the frame
  • Checking the switching clarity
  • Differences between road derailleur setting and MTB

We expose the extreme position of the frame using the bolt “L”

To adjust the extreme position of the bolt “L”, you must switch to the largest sprocket on the rear derailleur (corresponds to the first speed on the shifter). Next, we begin to twist the bolt “L” until there is a gap of about 1 mm between the chain (which is located on the smallest star of the system) and the switch frame (the smaller the better, the main thing is that the chain does not rub against the switch frame).

Before you start adjusting the front derailleur

Before you start adjusting the front derailleur, make sure you have the following conditions:

We start by unscrewing (loosening) the bolt that holds the front derailleur cable.

Next, I recommend checking the position of the switch frame relative to the star system.

If your switch is bolted to the frame, and not with a clamp, as in my case, then you do not need to set the height and angle of the switch, since everything is already exhibited there.

A. Check the swing angle. The switch frame must be parallel to the stars of the system.

B. Check the height. The front derailleur frame should be slightly higher by 1-3 mm. than the largest star in the system. To adjust, slide the frame by hand so that it is above the 3rd star and adjust the height.

Most often, new shimano front derailleurs have a sticker that shows how high the derailleur should be.

rear, derailleur, bike

Now let’s start working with the cable and shifter on the handlebars.

A. Find the cable tension bolt on the shifter and screw it all the way into the shifter and turn it half a turn.

B. Pull the cable by hand or use pliers and tighten it with the fixing bolt, which I wrote about in paragraph 1. Note that there are special grooves on the washers holding the cable. It is necessary to fix the cable in them.

We begin to set the extreme positions of the switch frame with bolts “H” and “L”.

“High”. sets the extreme position at the largest star in the system.

“Low”. adjusts the extreme position of the switch on the smallest star.

We expose the extreme position of the frame using the bolt “H”

When setting the extreme position “H” we need to switch to the smallest star on the cassette, which corresponds to the largest number on the right shifter from 6 to 11, depending on how many speeds you have there. We put the chain on the third star (the largest star on the system) and turn the screw “H”. We adjust the frame so that the chain does not fly onto the connecting rod with a pedal of a clearance of 1 mm will be quite enough.

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Checking the clarity of gear shifting.

Try to change gears and see if the chain goes to all stars.

often than not, the chain does not go from the second star to the first and clings to the switch frame. This is solved by unscrewing the bolt “L” (so that the switch frame moves towards the frame) one or two turns and everything should work perfectly.

How to properly care for your chain?

The chain wears out quite quickly, especially if it is not periodically cleaned and lubricated. It lengthens due to wear. You can check the condition of the chain by lifting it over the sprocket teeth. The new chain is lifted by 1-2 mm. But the chain needs to be changed when the stretch increases to 7mm. When replacing the chain, you will have to change the rear hub sprockets at the same time.

If the chain is covered with normal road dirt, it can be easily washed off with a hose stream. But if the dirt is mixed with oil, use a clean rag. Remove any dirt between the rear hub sprockets, wipe the carriage sprocket teeth. Next, spray solvent between the chain links and clean them with a toothbrush. After cleaning the chain, line it with oil.

In good weather, the chain should be dry and clean, and during rain and frost, it should be lubricated abundantly. Experts recommend changing the chain more often because it costs less than cassettes and systems. And the new chain will extend the life of the entire system. For mountain bikes, it is better to replace it every 2000 km, for hybrids and road bikes. after 3000-6000 km.

Perhaps the lever is bent due to falls or other circumstances, you can try to repair the rear derailleur by aligning the lever.

Not clear switching can also be due to a cassette not working properly, various deformations, distortions. Also, the reason for a fuzzy shift may be hidden in a dirty cable or a malfunction of the shift lever. After the correct setting of the rear derailleur, you can proceed to the speed bike front derailleur setting.

Reverse derailleur setting

The principle of operation of the rear derailleurs is exactly the same as usual. Except for the direction in which the tension of its foot occurs. In this case, start the adjustment of the rear derailleur with the lightest gear (largest sprocket in the back), and all other procedures are the same.

As you can see, adjusting the rear derailleur on a bike is not that difficult. The main thing is to understand its structure, have the necessary tools and read our instructions several times. And if you have any difficulties. feel free to contact us, we will show you how to be in your situation.

Speed ​​Bike Rear Derailleur Setting. Self-Setting Bike Speeds

Nowadays, the market for bicycles is amazing with a variety of rear derailleurs for bicycles, they come from the entry level to the pros. But, despite this, the setting of the rear derailleur has approximately the same principle of adjustment. Nearly all modern rear derailleurs have 5 adjustments.

  • cable fastener, screw or nut
  • adjusting drum
  • limiting screw L (low). for adjusting small gears (large sprockets)
  • limiting screw H (high). for adjusting large gears (small sprockets)
  • chain tensioner adjusting screw
  • On different models of rear derailleurs, the L and H adjustment stop screws may be on the side or back. It should also be remembered that you can also adjust the rear derailleur using the adjusting drum, which is located on almost all shifters. This is very convenient because cables tend to stretch.

    How to install a rear derailleur on a bike?

    Rear derailleur device

    In order to know and understand the question of how to adjust the rear derailleur on a bicycle, you must first study its device.

    The basic principle of its operation is gear shifting by transferring the bicycle chain from one drive star to another, of a different diameter.

    At the same time, from a constructive point of view, such switches are quite simple, and their operation is based on the use of brute physical force.

    Bicycle rear derailleur device

    The front shifting system is a conventional steel frame moving in different directions. During movement, she moves the chain to the side, pushing and removing it from the sprocket on which it is located. Next, the chain moves to a neighboring star.

    The rear derailleur of the bicycle has a more complex design compared to the front derailleur, since a specially spring-loaded foot is introduced with small sprocket-rollers mounted on it. In the process of shifting gears, such a foot pulls the chain, moving it to the drive sprockets necessary for the bike biker.

    When you need to move the chain to a large sprocket, the gear shifting process changes slightly. At the first stage, the chain comes into contact with the nearest large-diameter star and rubs against it until it is picked up by the side of the tooth, which will transfer it to a new gear.

    Important! In order to make this process easier and faster, more modern stars have teeth with bevels on the sides.

    Bicycle rear derailleur is more complex than front derailleur

    Previously used gears did not have such bevels, and therefore it was very difficult to switch. The main reason for the failure of the gear shift is mechanical damage that it can get when the bike falls on the track.

    Other reasons for the malfunction of the rear derailleur may be the following:

    • incorrect setting;
    • contamination of both the switch cable and the “shirts” through which it passes;
    • a high degree of wear on the stars, chain, and switch rollers;
    • installing a device of poor quality on a bicycle;
    • malfunction of the shifter (gear selector on the steering wheel).

    The immediate cause of the breakdown, as well as the need for adjustment of this bike unit, can only be determined on site. Symptoms of a malfunction may be difficulties in the process of shifting gears, as well as the inability to move.

    Symptoms of a malfunction may be difficulties in the process of gear shifting.

    Adjusting the bike‘s rear derailleur yourself

    Adjusting the rear derailleur on a bicycle is a process that many people find very difficult and only accessible to experienced mechanics. In fact, it turns out that not everything is so terribly complicated and everyone can deal with this procedure.

    over, it is often necessary to adjust the correct operation of the rear gearshift mechanism on a bicycle. And it’s better to learn this yourself than to endure obnoxious cod and chain slip on the way to the workshop.

    We have prepared instructions for you, which we use ourselves, we assure you that you will succeed! So let’s go:

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  • Loosen the rear derailleur cable as much as possible, to do this, switch to the fastest gear (small sprocket at the back), and tighten all the screws that adjust the cable tension. If there is too much slack or looseness, unscrew the retaining screw on the rear derailleur and pull the cable a little.
  • Test the rear derailleur by lifting the wheel off the ground and gently pedaling back and forth. If the chain in this position of the rear derailleur strives to jump down from the smallest sprocket, adjust the lower position of the derailleur with the screw marked H. screw it in slowly. If, on the contrary, with a loosened cable, the chain tries to jump higher to a large sprocket, then unscrew the adjusting screw H.
  • Make one click of the shifter to change to a lighter gear. If the rear derailleur does not move the chain to the next sprocket, turn the adjusting screw on the derailleur counterclockwise, this will cause the derailleur to move the chain to the left, thereby throwing it one star higher. Important! In each gear, the upper roller of the rear derailleur must be in the same plane with the sprocket that corresponds to the set speed on the shifter.
  • If the chain went over to the desired sprocket and strive to jump further, or immediately jumped over one star, turn the adjusting screw clockwise. This will loosen the cable a little and cause the rear derailleur to move to the right, thereby moving the chain into the correct gear.
  • Set the lightest gear on the shifter, which corresponds to the largest sprocket in the back. If the rear derailleur tries to reset the chain towards the spokes, limit its movement by tightening the screw L. But if, on the contrary, something prevents you from changing the speed to the lightest (there is no click on the shifter or it happens but the chain cannot jump to the last star), on the contrary. remove screw L.
  • Pedaling forward quickly, test the rear derailleur in each gear towards set and reset. If problems arise when changing speeds up or down, repeat steps 3 and 4.
  • But, as they say, it’s better to see once:

    When adjusting the rear derailleur on your bike, keep in mind

    • the chain must be cleaned and lubricated, in which case it becomes much more elastic and easily moves with the switch in the right direction;
    • shirts leading the cable from the shifter (monoblock) to the rear derailleur should not have too much bends or come in at a very sharp angle. Thus, the movement of the cable inside the shirts will be difficult, and you can spend a lot of time adjusting the rear derailleur without achieving a result;
    • the rear derailleur frame must be strictly parallel to the stars (wheel). If there was a fall to the right side, or if you just caught something with the rear derailleur, it could bend the earring that secures the derailleur and knock off the setting;
    • check for foreign matter between the stars at the back. It often happens that grass, weed, dirt, and sometimes even wire are stuffed into the cassette (ratchet) and this prevents the chain from taking its correct position;
    • check if the bike chain is stretched? It often happens that the owner missed the moment when it was necessary to change the chain, in this case, interruptions in the operation of the rear derailleur are possible;

    Preparatory operations for setting

    All the guides written on how to set up the rear derailleur on a bike, the first paragraph contains advice on how to properly prepare the bike for this operation.

    The fact is that the speed switch is a rather thin device located in a relatively inaccessible place.

    Before you start to regulate it, it will be necessary to eliminate all the reasons that prevent the correct implementation of such a procedure.

    You should pay special attention to the cleanliness of the bike and its individual structural elements. the cassette with stars and the derailleur itself. In addition, the bike chain will need to be lubricated. Such operations will allow you not to get dirty and clearly see those nodes that you have to adjust.

    The next stage of the preparatory work will be the transfer of the bicycle chain so that it stands on the stars of the smallest diameter, both in the front and in the back.

    To do this, you will need to find the adjusting screws located on the switch, which are labeled: H (high) and L (low). Their purpose is to adjust the gears of large and small ranges.

    Here you need to unscrew the screw under the letter “L” to the maximum value.

    Before you start adjusting your bike, you need to clean and lubricate it.

    After the screw is unscrewed, it is necessary to turn the drum until it stops, moving clockwise.

    This cable tension drum is not installed on all models of modern bicycles. This is worth bearing in mind. A similar drum is usually placed on the shifter.

    It also turns in a similar way, while you will need to stop without screwing about 4 turns all the way.

    One of the final steps in preparing the bike derailleur is to loosen the screw that secures the cable directly to the derailleur. If it is rusty and dirty, then it will have to be replaced. In the case when it is not too worn out, namely, it is not visible that it is unraveling, clean it and lubricate.

    It will be necessary to check the ease of sliding of the cable through the “jacket”, which is a plastic tube mounted on the bike frame. The fact is that in most cases the gears change poorly precisely because they are clogged with dirt. To prevent this from happening, “shirts” must be washed.

    Rear Derailleur Setting Basics

    In the event that you do not have sufficient experience in operating a bicycle and do not know how to adjust the rear derailleur on a bicycle, you will need to carefully study the instructions for your bike.

    Usually it is written in simple and understandable language, and you can figure it out without outside help.

    If it is difficult for you to understand everything, you can contact the master who has sufficient experience in adjusting this unit.

    The very same adjustment procedure must be started by checking that the roller intended for tensioning the chain is located exactly above the small sprocket.

    If this position is not set, it must be set using the adjusting screw marked with the letter “H”.