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Adjusting headset preload

Started by Jeff · · Last activity · 11 posts · 365 views

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Cycling Equipment
Published
9 October 2007
Last activity
17 October 2007
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Jeff
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11
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  1. ....still new to threadless headsets and forks. ...about to install a carbon
    fiber fork with CF steerer tube (1.125"😉 on a frame with a King headset
    installed.

    I've seen different instructions. Some speak about looking for looseness in
    the fork after adjusting the preload, others speak about torquing the
    headset cap bolt to a certain amount prior to clamping the stem, others
    about turning the bolt a certain number of turns after the cap contacts the
    stem or spacers above the stem.

    Is there any consensus about how tight to have one of these systems?

    By the way, is there any reason other than cosmetics to reduce the steerer
    tube height from my current 25mm above the stem (with corresponding spacers)
    to a shorter amount? Other than looks, I see no real mechanical reason why
    this amount would make anything weaker in any way. Most instructions say
    that 40mm is the max for a 1.125" steerer.

    Jeff

    --
    Posted via a free Usenet account from http://www.teranews.com

  2. "Jeff" <[email hidden]> wrote in
    news:[email hidden]:

    Quoted message said:

    I've seen different instructions. Some speak about looking for looseness
    in the fork after adjusting the preload, others speak about torquing the
    headset cap bolt to a certain amount prior to clamping the stem, others
    about turning the bolt a certain number of turns after the cap contacts
    the stem or spacers above the stem.

    Try www.parktool.com

    Quoted message said:

    By the way, is there any reason other than cosmetics to reduce the
    steerer tube height from my current 25mm above the stem (with
    corresponding spacers) to a shorter amount? Other than looks, I see no
    real mechanical reason why this amount would make anything weaker in any
    way. Most instructions say that 40mm is the max for a 1.125" steerer.

    A big stack of spacers above the stem is weaker because the compression plug
    is not inside the stem. This more a problem with carbon steering tubes than
    with metal.

  3. Jeff said:

    ...still new to threadless headsets and forks. ...about to install a carbon
    fiber fork with CF steerer tube (1.125"😉 on a frame with a King headset
    installed.

    I've seen different instructions. Some speak about looking for looseness in
    the fork after adjusting the preload, others speak about torquing the
    headset cap bolt to a certain amount prior to clamping the stem, others
    about turning the bolt a certain number of turns after the cap contacts the
    stem or spacers above the stem.

    Is there any consensus about how tight to have one of these systems?

    As loose as possible with zero play - there's probably about as much
    consensus on that as any bike-related topic you'll find.

    Using torque or counting rotations on the top cap are really only
    close to useful for explaining the basic idea of how to do it - in
    practice neither are really precise enough and are only able to
    usually get you in the ballpark. After you make an initial adjustment,
    you should indeed check for play or tightness, ideally using some
    different methods. It's best technically to start with a conservative
    (somewhat likely to be looser than needed) adjustment and work from
    there; eventually you'll get a feel and be faster. Also, you don't
    need to fully secure your stem bolts until you've tested the
    adjustment. Here are the steps I go through:
    Forcefully rock fork/bars back and fourth with the front end off the
    ground and frame held in a way where play can be felt.
    In non-suspended bikes, lift front end off the ground and drop it from
    a few inches, which can show looseness via a characteristic rattle.
    With both wheels on the ground, turn the fork/bars 90 degrees and
    firmly jerk the bike forward via the frame, which will let you feel
    play in the headset. You can sometimes accomplish the same thing by
    locking the front brake, and some people always do this, but it's
    often difficult to confidently tell brake pivot play apart from hs
    play.
    Lift the whole bike up without holding the fork/bars, and with the
    front end pointed down, slowly move the rest of the bike laterally
    back and fourth. This lets you see how freely the front end is moving.
    It generally should move very freely on a well-adjusted hs.

  4. Jeff said:

    ...still new to threadless headsets and forks. ...about to install a carbon
    fiber fork with CF steerer tube (1.125"😉 on a frame with a King headset
    installed.

    I've seen different instructions. Some speak about looking for looseness in
    the fork after adjusting the preload, others speak about torquing the
    headset cap bolt to a certain amount prior to clamping the stem, others
    about turning the bolt a certain number of turns after the cap contacts the
    stem or spacers above the stem.

    Is there any consensus about how tight to have one of these systems?

    By the way, is there any reason other than cosmetics to reduce the steerer
    tube height from my current 25mm above the stem (with corresponding spacers)
    to a shorter amount? Other than looks, I see no real mechanical reason why
    this amount would make anything weaker in any way. Most instructions say
    that 40mm is the max for a 1.125" steerer.

    Jeff

    --
    Posted via a free Usenet account fromhttp://www.teranews.com

    Max for most forks is 40mm under the stem..and 5mm above recommended
    so all the stem clamps a portion of the steerer but having some above
    does give you some flexibility in sizing until you are sure..then can
    cut. Always easier to make the steerer shorter.

  5. Jeff said:


    ...still new to threadless headsets and forks. ...about to install a
    carbon fiber fork with CF steerer tube (1.125"😉 on a frame with a King
    headset installed.

    I've seen different instructions. Some speak about looking for looseness
    in the fork after adjusting the preload, others speak about torquing the
    headset cap bolt to a certain amount prior to clamping the stem, others
    about turning the bolt a certain number of turns after the cap contacts
    the stem or spacers above the stem.

    Is there any consensus about how tight to have one of these systems?

    what works for me is to use the long leg of the allen wrench in the
    tightening bolt and use finger tight on the short leg. that prevents
    too much torque, but allows you to get it tight enough. i've never seen
    a manufacturer spec for this procedure.

    Quoted message said:


    By the way, is there any reason other than cosmetics to reduce the
    steerer tube height from my current 25mm above the stem (with
    corresponding spacers) to a shorter amount? Other than looks, I see no
    real mechanical reason why this amount would make anything weaker in any
    way. Most instructions say that 40mm is the max for a 1.125" steerer.

    Jeff

    there is a limit to how many below [leverage], but not above [no
    leverage] - simply cosmetics.

  6. "Qui si parla Campagnolo-www.vecchios.com" <[email hidden]> wrote in
    message news:[email hidden]...

    Quoted message said:

    Max for most forks is 40mm under the stem..and 5mm above recommended
    so all the stem clamps a portion of the steerer but having some above
    does give you some flexibility in sizing until you are sure..then can
    cut.

    I've seen the 40mm listed as 40mm total and 40mm below. I've also seen the
    recommendation of 5mm max above, but also no limit above. I've also seen it
    listed as 5mm minimum.

    I can't understand what difference the length above would have other than
    placing the expander within the stem for extra strength as another person
    already mentioned and the fact that you would want a spacer above to keep
    the steerer within the stem.

    You are suggesting 5mm above as a minimum correct? (and not a maximum)

    Jeff

    --
    Posted via a free Usenet account from http://www.teranews.com

  7. Jeff said:

    "Qui si parla Campagnolo-www.vecchios.com" <[email hidden]> wrote in
    messagenews:[email hidden]...

    Quoted message said:

    Max for most forks is 40mm under the stem..and 5mm above recommended
    so all the stem clamps a portion of the steerer but having some above
    does give you some flexibility in sizing until you are sure..then can
    cut.

    I've seen the 40mm listed as 40mm total and 40mm below. I've also seen the
    recommendation of 5mm max above, but also no limit above. I've also seen it
    listed as 5mm minimum.

    I can't understand what difference the length above would have other than
    placing the expander within the stem for extra strength as another person
    already mentioned and the fact that you would want a spacer above to keep
    the steerer within the stem.

    You are suggesting 5mm above as a minimum correct? (and not a maximum)

    Jeff

    --
    Posted via a free Usenet account fromhttp://www.teranews.com

    The 5mm above minimum for a carbon steerer would be to not wanting the
    fragile edge of the carbon steerer being clamped by the stem. More
    strength in the steerer if you are compressing the whole circumference
    and not clamping on the open end of the carbon steerer. Probably not
    a huge difference in strength, but it does not hurt to have a bit of
    extra insurance for free.

  8. Jeff said:


    ...still new to threadless headsets and forks. ...about to install a
    carbon fiber fork with CF steerer tube (1.125"😉 on a frame with a King
    headset installed.

    I've seen different instructions. Some speak about looking for looseness
    in the fork after adjusting the preload, others speak about torquing the
    headset cap bolt to a certain amount prior to clamping the stem, others
    about turning the bolt a certain number of turns after the cap contacts
    the stem or spacers above the stem.

    Is there any consensus about how tight to have one of these systems?

    By the way, is there any reason other than cosmetics to reduce the
    steerer tube height from my current 25mm above the stem (with
    corresponding spacers) to a shorter amount? Other than looks, I see no
    real mechanical reason why this amount would make anything weaker in any
    way. Most instructions say that 40mm is the max for a 1.125" steerer.

    Jeff

    Jeff, get the damn thing in your frame.. ;-) It takes an averaged person
    about half an hour. You worry to much.
    Adjusting a threadless headset is the same as a threaded one: begin at
    the loose side and after adjusting look for looseness by rocking the
    bike back and forth or dropping it from a few inches and listen if it
    rattles. My experience is that a King headset is quite forgiving.
    A 5 mm spacer above the stem doesn't hurt (I think it doesn't make much
    of a difference with a decent expansion plug) and use a torque wrench
    and a decent stem.

    Lou
    --
    Posted by news://news.nb.nu (http://www.nb.nu)

  9. "Lou Holtman" <[email hidden]> wrote in message
    news:[email hidden]...

    Quoted message said:

    Jeff, get the damn thing in your frame.. ;-) It takes an averaged person
    about half an hour. You worry to much.
    Adjusting a threadless headset is the same as a threaded one: begin at the
    loose side and after adjusting look for looseness by rocking the bike back
    and forth or dropping it from a few inches and listen if it rattles. My
    experience is that a King headset is quite forgiving.
    A 5 mm spacer above the stem doesn't hurt (I think it doesn't make much of
    a difference with a decent expansion plug) and use a torque wrench and a
    decent stem.

    Lou

    Thanks Lou (and others) - I would normally agree with you about just doing
    it and being able to alter things later.

    ....but since I'm still waiting on a few parts (...should be here by the end
    of the week), I still have some time to ask a few advanced questions. So far
    I only have the derailleurs and brakes installed and was messing with the
    fork/headset a bit yesterday. ...need the campy BB wrench I ordered to
    finish installing the crank and still need the handlebars to actually get
    the cables on. Since I've only built up about 4 bikes in the past, I'm still
    a bit nervous about working with components that ran me several times my
    monthy mortgage. If all goes well, I should have this up and riding by the
    weekend.

    --
    Posted via a free Usenet account from http://www.teranews.com

  10. "Lou Holtman" <[email hidden]> wrote in message
    news:[email hidden]...

    Quoted message said:

    Jeff, get the damn thing in your frame.. ;-) It takes an averaged person
    about half an hour. You worry to much.
    Adjusting a threadless headset is the same as a threaded one: begin at the
    loose side and after adjusting look for looseness by rocking the bike back
    and forth or dropping it from a few inches and listen if it rattles. My
    experience is that a King headset is quite forgiving.
    A 5 mm spacer above the stem doesn't hurt (I think it doesn't make much of
    a difference with a decent expansion plug) and use a torque wrench and a
    decent stem.

    Lou

    Thanks Lou (and others) - I would normally agree with you about just doing
    it and being able to alter things later.

    ....but since I'm still waiting on a few parts (...should be here by the end
    of the week), I still have some time to ask a few advanced questions. So far
    I only have the derailleurs and brakes installed and was messing with the
    fork/headset a bit yesterday. ...need the campy BB wrench I ordered to
    finish installing the crank and still need the handlebars to actually get
    the cables on. Since I've only built up about 4 bikes in the past, I'm still
    a bit nervous about working with components that ran me several times my
    monthy mortgage. If all goes well, I should have this up and riding by the
    weekend.

    --
    Posted via a free Usenet account from http://www.teranews.com

  11. "jim beam" <[email hidden]> wrote in message
    news:[email hidden]...

    Quoted message said:

    what works for me is to use the long leg of the allen wrench in the
    tightening bolt and use finger tight on the short leg. that prevents too
    much torque, but allows you to get it tight enough.

    So how do you know it's not "too much"? Idiot.

    Quoted message said:

    there is a limit to how many below [leverage], but not above [no
    leverage] - simply cosmetics.

    [censored].

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