Thursday, March 15, 2012

Fixing Gummy Indexed Shifters

In the old days, when what we now call "Friction Shifting" was just called "Shifting", the bicycle shifter was a pretty simple mechanism. A lever, held in place by either friction or a ratcheting mechanism, would pull on a length of cable and the cable in turn would move the derailleur. Riders shifted by sound and feel to get the chain to settle into just the right spot on the desired gear. If the cable housings settled in a bit (something often mis-termed as "cable stretch") the rider would just move the lever to a slightly different spot, often without even conscious thought. It's a system that still works quite well and many folks, including my friend Jan Heine, speak quite eloquently on the virtues of friction shifting.

Friction shifting takes a bit of getting used to and in the 1980s indexed shifting became the dominant way that riders conveyed their gearing desires to their machines. If the old lever was like a radio dial that you'd turn until the station sound came in clearly, the new levers were the push button that would take you right to the exact frequency of the station. When properly adjusted, an index shifter clicks you into the right gear at the push of a button.

Indexed shifting requires that the cable tension be correct and the housing length constant, so modern shift housing is constructed to be "compressionless". It's not 100% compressionless, but for the imperfect world in which we live, it's close enough. As with many things bike related, Sheldon Brown has an excellent article in which he discusses bike cables. The important lesson there is that brake & shift housing is doing different jobs an on modern bikes, they have different construction. NEVER use modern shift housing for brakes!

When index shifting works, it tends to work well but when it doesn't work, it is often a case of the cable tension being off. Again, Sheldon has an extensive article that explains in detail most derailleur adjustments. Sharp-eyed readers will note that Sheldon and I differ on our opinions of the proper spelling of derailleur, but that is one of the rare areas where he and I disagree. He's probably right, but I'm stubborn.

I'm always amazed when I find a bicycle subject Sheldon didn't address completely in his too brief life but in searching for "Gummy Indexed Shifters", I didn't find what I thought was common knowledge. In the spirit of Sheldon, I'll tell what I know about fixing gummy shifters.

The inside of an index shifter looks like a little clock. There are tiny gears and springs and little ratcheting pawls that grab the gears. Sometimes a gear may chip a tooth or a spring may break. If you have a Campagnolo shifter, the hands of a watchmaker, the patience of a saint and the proper spring, you may be able to fix it. If you have a Shimano shifter, the folks at Shimano will sell you a whole new shifter. Before you launch into a Campagnolo is great and Shimano is evil rant, price out the cost of that little spring and what current shop labor rates are in your area.

Most often though, the problem with a shifter isn't that anything is broken, it is that the ratcheting pawl is not springing down to grab the gear. The most common cause of this is age and lack of use. When bikes sit for a long period of time, like in storage over the winter, the grease on those pawls gums up and becomes less like grease and more like glue. The symptom is often a gummy feeling in the lever, the lack of that crisp "click" sound and an inability of the bike to shift into one or more of its gears. The solution is to flush out the gummy grease and get some new lubrication on the working parts.

Often times you can do this without disassembling the whole shifter. I swear those shifters are put together by tiny robots so unless you have tiny robot tools you are really better off not opening things up more than you need to. The technique I've had the best luck with, the one that works in about eighty percent of the gummy shifter cases I've seen, is to use a penetrating lube. PB B'laster, which you should be able to find at your local auto parts store. PB B'laster is like a miracle drug for gummy shifters. It comes in a pressurized can that sprays out a fine stream you can direct into the nooks of a shifter to blast the old gummy grease away. PB B'laster leaves behind a good film of lube. Once I get the shifter working with PB B'laster, I add a bit of a light lube like TriFlow. In some cases I wind up having to partially disassemble the shifter so I can remove some of the old gummy grease with a dental pick, but usually spraying the penetrating lube while working the shifter mechanism back and forth is enough to get things going.

If this article helps even one person keep an old bike going, then I figure I've done my job.

Keep 'em rolling,

Kent "Mountain Turtle" Peterson
Issaquah WA USA


munsoned said...

That third shifting brand, Sram, wasn't mentioned in your post. If you don't mind, here's a link to a friend's expert advice on care for their shifters:

He put them through the wringer making his way to a Bronze Masters 40-45 WORLD cyclocross championship.

Kent Peterson said...

That SRAM post has great info & pictures. Thanks for posting it.

John Romeo Alpha said...

Thank you for this, I have some gummy shifters I will try this out on. I haven't yet found a good detailed description of how to partially disassemble indexed shifters without resulting in an explosion of tiny springs, pawls, gears, and irreplaceable parts which instantly vanish, though. I've also seen people recommend ultrasonic cleaning for them, haven't tried that yet.

Ryan M. Williams said...

Thanks Kent, I like these short tips as I'm slowly building my confidence for working on the bike. Right now I need to set aside some time to clean my bike and see if I can get the bottom pulley on my rear derailleur unstuck (it stopped moving on my last ride).

Clancy said...

WD-40 also works.

Loren Beaber said...

Great post. I had also worked this out and wondered how many 'brifters' had been needlessly replaced. Another point to consider with 'brifters' is regular cable replacement as when the cable snaps it is often very difficult to remove the head. The main sign before failure is unexplainable inconsistent shifting. I recommend replacing cables once or twice a year to prevent this and keep your shifting nice and smooth. Keep up the great work Mountain Turtle.

amoeba said...

I too believe I have (or rather my bike) contracted the gummy shifter 'lurgy', and I will give it a shot.


Dan O said...

Great post. I worked in a bike shop for years (pre index shifting) and wrenched on, and still do, many bikes afterwards.

I knew nothing of the "gummed up" shifters until two years ago. Was helping a pal get a used Craigslist mountain bike running for him. Would only index 3 of the 8 gears. I thought for sure the shifter was toast. Called the local shop - Kirkland Bicycle - to see if they had an old school 8 speed shifter in stock. They said hit it with some WD-40 first. Thinking a waste of time, but gave it a shot. Sure enough, index shifting restored.

I later used the same trick on my old STI shifters. You learn something everyday...

Velomann said...

Last year I picked up a free set of Ultegra 9-speed brifters that someone assumed were busted in the free bin outside a local bike shop. After about an hour of flushing-wiping-clicking-flushing...they seemed to work slick as a whistle. Haven't mounted them yet, but I'm pretty confident they're functional. I've never heard of PB B'laster (I just used tri-flow for the whole operation) so I'll check it out.

On the other hand, I lost a 105 left lever in the middle of a cross race last year stuck in my big ring, and the same technique did not help. That one is truly busted, which I have heard is fairly common with that model of double/triple brifter.

Mitchell Gass said...

Thanks Kent! Great tip about PB Blaster! I had completely disassembled and cleaned a 1994 STX left shifter - learned a lot in the process! - but with WD-40 it still wasn't shifting into the big cog. One quick squirt of PB Blaster and presto! It worked. And again, on a 1994 XT left shifter with the same problem. Instant success! Please keep the repair and maintenance tips coming!