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BB and pedal thread direction - WHY?

Started by Mike Beauchamp · · Last activity · 35 posts · 2,678 views

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Cycling Equipment
Published
28 April 2004
Last activity
13 May 2004
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Mike Beauchamp
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  1. Heyo,

    I've always wondered.. why are the pedal and BB thread direction such that
    forward pedalling direction would be loosening them?

    If a pedal seized somehow (or a shoelace got wrapped around the spindle -
    happened to me) then the pedal pops off. If something goes wrong in the BB,
    and it seizes or something, then it unthreads itself with pedalling.

    I'd assume that these threads would be opposite, so the pedaling direction
    would keep everything tight?

    Like most bike traditions, I'm hoping there's an interesting story involved
    in this?

    Or maybe it's that way, so if something bad does happen in the bearings,
    your pedalling won't tighten them so much that you can't get them apart
    again?

    --
    Mike Beauchamp
    http://www.therevox.com - custom electro-theremins and stuff.
    http://www.mikebeauchamp.com - mike's personal site.

  2. Quoted message said:

    I've always wondered.. why are the pedal and BB thread direction


    such that

    Quoted message said:

    forward pedalling direction would be loosening them?

    Because when nothing goes wrong the cups and pedals could loosen in
    normal use. The bearings invert the direction of the force, so when
    you pedle in a clockwise motion the bearings change the direction of
    this force to a counterclockwise force. Thereby it's best to have the
    cups loosen in the same direction as you pedle.

    "Mike Beauchamp" <[email hidden]> wrote in message
    news:[email hidden]...

    Quoted message said:

    Heyo,

    I've always wondered.. why are the pedal and BB thread direction


    such that

    Quoted message said:

    forward pedalling direction would be loosening them?

    If a pedal seized somehow (or a shoelace got wrapped around the


    spindle -

    Quoted message said:

    happened to me) then the pedal pops off. If something goes wrong in


    the BB,

    Quoted message said:

    and it seizes or something, then it unthreads itself with pedalling.

    I'd assume that these threads would be opposite, so the pedaling


    direction

    Quoted message said:

    would keep everything tight?

    Like most bike traditions, I'm hoping there's an interesting story


    involved

    Quoted message said:

    in this?

    Or maybe it's that way, so if something bad does happen in the


    bearings,

    Quoted message said:

    your pedalling won't tighten them so much that you can't get them


    apart

    Quoted message said:

    again?

    --
    Mike Beauchamp
    http://www.therevox.com - custom electro-theremins and stuff.
    http://www.mikebeauchamp.com - mike's personal site.

  3. Ronald said:


    Quoted message said:

    I've always wondered.. why are the pedal and BB thread direction such that
    forward pedalling direction would be loosening them?

    Because when nothing goes wrong the cups and pedals could loosen in
    normal use. The bearings invert the direction of the force, so when
    you pedle in a clockwise motion the bearings change the direction of
    this force to a counterclockwise force. Thereby it's best to have the
    cups loosen in the same direction as you pedle.

    Bearings don't reverse anything.

    What happens is that the radius of the thing that screws in is necessarily less
    than the radius of the thing it screws into. So if it loosens slightly, one rolls
    around inside the other, and since the circumferences don't match, the one comes out
    slightly ahead of the other each revolution. The threading is selected so that
    this rolling retightens the arrangement. Bearings aren't even involved.
    --
    Ron Hardin
    [email hidden]

    On the internet, nobody knows you're a jerk.

  4. Quoted message said:

    Bearings don't reverse anything.

    What happens is that the radius of the thing that screws in is


    necessarily less

    Quoted message said:

    than the radius of the thing it screws into. So if it loosens


    slightly, one rolls

    Quoted message said:

    around inside the other, and since the circumferences don't match,


    the one comes out

    Quoted message said:

    slightly ahead of the other each revolution. The threading is


    selected so that

    Quoted message said:

    this rolling retightens the arrangement. Bearings aren't even


    involved.

    After reading a bit more about it i believe you're right. Don't
    remember where i picked up the bearing theory but it sounded
    plausable. It was easy to memorize because two touching wheels turn in
    opposite direction so spindle touching bearing touching cup would have
    the cup turning in the same direction as the spindle if it was the
    same shape. But because the bearing is touching the inside of the cup
    instead of the outside it would turn in the opposite direction.

    "Ron Hardin" <[email hidden]> wrote in message
    news:[email hidden]...

    Quoted message said:
    Ronald said:


    Quoted message said:

    I've always wondered.. why are the pedal and BB thread direction


    such that

    Quoted message said:
    Quoted message said:
    Quoted message said:

    forward pedalling direction would be loosening them?

    Because when nothing goes wrong the cups and pedals could loosen


    in

    Quoted message said:
    Quoted message said:

    normal use. The bearings invert the direction of the force, so


    when

    Quoted message said:
    Quoted message said:

    you pedle in a clockwise motion the bearings change the direction


    of

    Quoted message said:
    Quoted message said:

    this force to a counterclockwise force. Thereby it's best to have


    the

    Quoted message said:
    Quoted message said:

    cups loosen in the same direction as you pedle.

    Bearings don't reverse anything.

    What happens is that the radius of the thing that screws in is


    necessarily less

    Quoted message said:

    than the radius of the thing it screws into. So if it loosens


    slightly, one rolls

    Quoted message said:

    around inside the other, and since the circumferences don't match,


    the one comes out

    Quoted message said:

    slightly ahead of the other each revolution. The threading is


    selected so that

    Quoted message said:

    this rolling retightens the arrangement. Bearings aren't even


    involved.

    Quoted message said:

    --
    Ron Hardin
    [email hidden]

    On the internet, nobody knows you're a jerk.

  5. Ronald said:
    Quoted message said:

    Bearings don't reverse anything.

    What happens is that the radius of the thing that screws in is

    necessarily less

    Quoted message said:

    than the radius of the thing it screws into. So if it loosens

    slightly, one rolls

    Quoted message said:

    around inside the other, and since the circumferences don't match,

    the one comes out

    Quoted message said:

    slightly ahead of the other each revolution. The threading is

    selected so that

    Quoted message said:

    this rolling retightens the arrangement. Bearings aren't even

    involved.

    After reading a bit more about it i believe you're right. Don't
    remember where i picked up the bearing theory but it sounded
    plausable.

    <snip>

    what, mis-information on r.b.t??? horror!!!

  6. Ronald who? writes anonymously as he probably should with such tales:

    Quoted message said:
    Quoted message said:

    I've always wondered.. why are the pedal and BB thread direction
    such that forward pedaling direction would be loosening them?

    Quoted message said:

    Because when nothing goes wrong the cups and pedals could loosen in
    normal use. The bearings invert the direction of the force, so when
    you pedal in a clockwise motion the bearings change the direction of
    this force to a counterclockwise force. Thereby it's best to have
    the cups loosen in the same direction as you pedal.

    Wow! Pleas explain how "bearings invert" rotational forces and how
    this tends to unscrew these components. I suppose you have missed all
    the old wive's tales that have been posted here on this subject.

    Unscrewing occurs from precession, something that can be modeled
    manually by rotating the forefinger of one hand in a circle formed by
    thumb and forefinger of the other hand. As the finger rolls around
    the "O" in one direction, it turns in the opposite direction. This is
    how rotating loads cause even press fitted components to precess.

    Pedals wouldn't need left hand treads if they had a tapered shoulder
    on their shafts similar to lug nuts on cars. Formerly, lug nuts had
    left hand threads on the right side before the conical lug nut was
    introduced. This has nothing to do with ball or roller bearings, or
    their seizing up and the likes.

    Jobst Brandt
    [email hidden]

  7. Look up precession.
    Phil Brown

  8. "Mike Beauchamp" <[email hidden]> wrote in message news:<[email hidden]>...

    Quoted message said:

    Heyo,

    I've always wondered.. why are the pedal and BB thread direction such that
    forward pedalling direction would be loosening them?

    If a pedal seized somehow (or a shoelace got wrapped around the spindle -
    happened to me) then the pedal pops off. If something goes wrong in the BB,
    and it seizes or something, then it unthreads itself with pedalling.

    I'd assume that these threads would be opposite, so the pedaling direction
    would keep everything tight?

    Like most bike traditions, I'm hoping there's an interesting story involved
    in this?

    Or maybe it's that way, so if something bad does happen in the bearings,
    your pedalling won't tighten them so much that you can't get them apart
    again?

    The pedalling action DOES tend to tighten the pedal, but not due to
    bearing drag which, as you observe, applies a force in the wrong
    direction. It is beceause the pedal spindle is supported at only one
    end so, as you pedal the applied force tends to make the pedal precess
    around its axis, applying a tightening force as it does do.

    See http://www.sheldonbrown.com/gloss_p.html as search for pedal, or
    search in rbt for "preccession pedal" as this topic comes up fairly
    regularly.

    Andrew Webster

  9. In article <[email hidden]>,
    [email hidden] says...

    Quoted message said:

    Pedals wouldn't need left hand treads if they had a tapered shoulder
    on their shafts similar to lug nuts on cars. Formerly, lug nuts had
    left hand threads on the right side before the conical lug nut was
    introduced. This has nothing to do with ball or roller bearings, or
    their seizing up and the likes.

    this is such a simple fix. I wonder why it isn't done.
    --------------
    Alex

  10. Andrew Webster said:
    Quoted message said:

    I've always wondered.. why are the pedal and BB thread direction
    such that forward pedalling direction would be loosening them?

    Quoted message said:
    Quoted message said:

    If a pedal seized somehow (or a shoelace got wrapped around the
    spindle - happened to me) then the pedal pops off. If something
    goes wrong in the BB, and it seizes or something, then it unthreads
    itself with pedalling.

    Quoted message said:
    Quoted message said:

    I'd assume that these threads would be opposite, so the pedaling
    direction would keep everything tight?

    Quoted message said:
    Quoted message said:

    Like most bike traditions, I'm hoping there's an interesting story
    involved in this?

    Quoted message said:
    Quoted message said:

    Or maybe it's that way, so if something bad does happen in the
    bearings, your pedalling won't tighten them so much that you can't
    get them apart again?

    Quoted message said:

    The pedalling action DOES tend to tighten the pedal, but not due to
    bearing drag which, as you observe, applies a force in the wrong
    direction. It is beceause the pedal spindle is supported at only
    one end so, as you pedal the applied force tends to make the pedal
    precess around its axis, applying a tightening force as it does do.

    That the pedal is an overhung load is not the reason for precession.
    That would occur even better if the load were not outboard.

    Quoted message said:

    See http://www.sheldonbrown.com/gloss_p.html as search for pedal, or
    search in rbt for "preccession pedal" as this topic comes up fairly
    regularly.

    ======================================================================
    Subject: 8i.9 Left hand threads
    From: Jobst Brandt <[email hidden]>
    Date: Wed, 28 Apr 2004 16:14:11 PST

    Left hand threads are used mainly in two places on bicycles, on the
    left pedal and right bottom bracket (BB) bearing cup, and for the same
    reason, that is not to prevent unscrewing if the bearing were to
    seize, forcing it to unscrew. The more insidious force is that of
    precession, in which a circular object rolling in a circular ring in
    one direction turns in the opposite direction. This effect is what
    causes such assemblies to unscrew under a rotating load.

    The rotating load on a pedal arises form the downward force of the
    foot on a spindle that rotates with the crank. The predominantly
    downward force effectively rotates about the pedal spindle. What may
    be less evident is that even tightly fitting parts have relative
    clearance due to their elasticity, metals not being rigid materials as
    is evident from steel springs. Under load, micro deformations, enough
    to cause motion, occur in such joints. This can be seen from wear
    marks on the faces of cranks where pedal spindles seat.

    Precession of right side BB cups is less obvious because the rotating
    load is only partial. The largest load being chain tension that
    together with the moderately large downward force on the right crank
    and the smaller upward force from pushing down on th left crank make
    up 3/4 of a fully rotating load. That is why some right BB cups have
    used right hand threads and why some with left hand threads loosen.
    The left BB cup has no significant rotating load and does not unscrew.

    Precession forces are large enough that no manner of thread locking
    glues, short of welding, will arrest them. Mechanical fretting, the
    micro-motion of tightly fitting parts moving against one another, is
    the mechanism of this problem. Elastic motions in these joints cause
    visible fretting rouge, red iron oxide, on the shoulder of the BB cup
    on the face of the pedal spindle.

    No left hand thread would be required on left pedals if the automotive
    solution were used. Before the advent of conical lug nuts, left hand
    threads were used on left side wheels. A conical face solved this
    problem on wheels as it could on pedal spindles for bicycles.

    However, unscrewing is not the main problem for pedals, but rather
    crank failure caused by fretting erosion of the pedal eye. This wear
    initiates cracks that can cause sudden and unsuspected pedal
    separation when the eye of the crank breaks. This occurs equally with
    right and left cranks and is the more important reason for using a
    conical spindle face and crank socket. The method has been tested.

    ---------------------

    Jobst Brandt
    [email hidden]

  11. Alex Rodriguez said:
    Quoted message said:

    Pedals wouldn't need left hand treads if they had a tapered
    shoulder on their shafts similar to lug nuts on cars. Formerly,
    lug nuts had left hand threads on the right side before the conical
    lug nut was introduced. This has nothing to do with ball or roller
    bearings, or their seizing up and the likes.

    Quoted message said:

    this is such a simple fix. I wonder why it isn't done.

    From my discussions with manufacturers I get the impression it is
    partly NIH (not invented here) and partly like the disc brake problem.
    No one wants to be the first to admit there is a problem. I pursued
    it mainly because I broke so many cranks and was concerned for my
    safety. I didn't care whether there was a left hand thread or not.
    My cranks still have a left hand thread on the left but they no longer
    break off every 10,000 miles or less.

    Jobst Brandt
    [email hidden]

  12. In article <[email hidden]>,

    Quoted message said:
    Alex Rodriguez said:
    Quoted message said:

    Pedals wouldn't need left hand treads if they had a tapered
    shoulder on their shafts similar to lug nuts on cars. Formerly,
    lug nuts had left hand threads on the right side before the conical
    lug nut was introduced. This has nothing to do with ball or roller
    bearings, or their seizing up and the likes.

    Quoted message said:

    this is such a simple fix. I wonder why it isn't done.

    From my discussions with manufacturers I get the impression it is
    partly NIH (not invented here) and partly like the disc brake problem.
    No one wants to be the first to admit there is a problem.

    And of course, nobody wants to stick their neck out and try to foist a
    new standard on pedals when they have one that has existed for what,
    maybe 100 years in some form now?

    Pedals are one of the most standardized fittings on a bike. There are
    only two common standards: 9/16" and 1/2" (the latter is used on
    one-piece cranks, which means mainly cheap bikes, kids' bikes, and BMX
    bikes). According to Sheldon's pages, only two other standards have ever
    even been tried: a 14mm French size, now rare, and Shimano's Dyna Drive
    oversized thread, obsolete but you can still find the adapters so these
    cranks can take 9/16" pedals.

    So manufacturers have the choice of selling pedals which will fit almost
    every bicycle ever made, or selling the public on a new standard which
    would be semi-compatible at best (I can envision a stopgap using a
    tapered shoulder, but that also came with a converter washer allowing
    the pedal to be used on conventional cranks).

    And of course, the pedal makers would have to get the crank makers to
    join in.

    ISIS drive, driven by what amounts to a commercial imperative for crank
    and BB makers (couldn't use Shimano's spline-drive system, but the
    freeriders were breaking cranks like crazy), still had an uphill battle.
    It's established now, but will probably be superseded by the trend
    towards integrated two-piece BB/crank designs.

    The thing about standards is there's so many to choose from,
    --
    Ryan Cousineau, [email hidden] http://www.sfu.ca/~rcousine/wiredcola/
    President, Fabrizio Mazzoleni Fan Club

  13. Ryan Cousineau said:
    Quoted message said:

    From my discussions with manufacturers I get the impression it is
    partly NIH (not invented here) and partly like the disc brake problem.
    No one wants to be the first to admit there is a problem.

    And of course, nobody wants to stick their neck out and try to foist a
    new standard on pedals when they have one that has existed for what,
    maybe 100 years in some form now?

    I agree with you, I don't see any "problem" with left-handed threading
    on the left pedal. The collet/cone may allow a right-handed threaded
    left pedal to be installed, and still not unscrew, but so what? Just
    taking away a _specific_ requirement doesn't mean it should be
    replaced by some other arbitrary style. Colleting it and simply
    leaving the left-handed threads would be fine too. Moreover, if the
    whole colleted crank arm thing came to be, but the threading was left
    alone, after-market cones (split cones?) would allow people to keep
    using the existing huge stock of pedals.

    The collet is the right thing to do because the cranks can break in
    the current design. On the other hand, changing the threading is
    jerking around. I'm willing to pay for the collet and two oppositely
    threaded spindles. Besides, it's not PC, unless your Mark Hickey, to
    pick on the leftees. What makes them any worse than the rightees?
    Maybe leftees should have their day too! Really, who gives a [censored]
    about the threads as long as you can screw your pedals in and they
    don't come loose? I'm not bi, but I can screw either way.

  14. "gwhite" <[email hidden]> wrote in message
    news:[email hidden]...

    Quoted message said:
    Ryan Cousineau said:
    Quoted message said:

    From my discussions with manufacturers I get the impression it is
    partly NIH (not invented here) and partly like the disc brake problem.
    No one wants to be the first to admit there is a problem.

    And of course, nobody wants to stick their neck out and try to foist a
    new standard on pedals when they have one that has existed for what,
    maybe 100 years in some form now?

    I agree with you, I don't see any "problem" with left-handed threading
    on the left pedal.

    Well, I'm one for consistency.

    Greg

  15. George White said:
    Quoted message said:
    Quoted message said:

    From my discussions with manufacturers I get the impression it is
    partly NIH (not invented here) and partly like the disc brake
    problem. No one wants to be the first to admit there is a
    problem.

    Quoted message said:
    Quoted message said:

    And of course, nobody wants to stick their neck out and try to
    foist a new standard on pedals when they have one that has existed
    for what, maybe 100 years in some form now?

    Quoted message said:

    I agree with you, I don't see any "problem" with left-handed
    threading on the left pedal. The collet/cone may allow a
    right-handed threaded left pedal to be installed, and still not
    unscrew, but so what? Just taking away a _specific_ requirement
    doesn't mean it should be replaced by some other arbitrary style.
    Colleting it and simply leaving the left-handed threads would be
    fine too. Moreover, if the whole colleted crank arm thing came to
    be, but the threading was left alone, after-market cones (split
    cones?) would allow people to keep using the existing huge stock of
    pedals.

    No one can offer a collet for existing pedals because the thread
    relief on those spindles are undefined. The width and diameter of
    that feature (the cylindrical part between shoulder and thread) must
    fit snugly into a collet. THat is why this takes a drastic departure
    of a new pedal standard like that of Shimano, that I believe also was
    a response to the crank failure problem but didn't address the basic
    fretting problem and left hand thread.

    Quoted message said:

    The collet is the right thing to do because the cranks can break in
    the current design. On the other hand, changing the threading is
    jerking around. I'm willing to pay for the collet and two
    oppositely threaded spindles.

    The difference is that manufacturers would not need to have left hand
    thread tooling and could make one kind of pedal spindle that would
    work as well on tandems that presently use left cranks on the right
    with right hand thread and the converse. Tandem folks can speak for
    that problem.

    Jobst Brandt
    [email hidden]

  16. In article <[email hidden]>,
    [email hidden] wrote:
    [skip]

    Quoted message said:

    Subject: 8i.9 Left hand threads
    From: Jobst Brandt <[email hidden]>
    Date: Wed, 28 Apr 2004 16:14:11 PST

    Left hand threads are used mainly in two places on bicycles, on the
    left pedal and right bottom bracket (BB) bearing cup, and for the same
    reason, that is not to prevent unscrewing if the bearing were to
    seize, forcing it to unscrew. The more insidious force is that of
    precession, in which a circular object rolling in a circular ring in
    one direction turns in the opposite direction. This effect is what
    causes such assemblies to unscrew under a rotating load.


    [skip]

    Thanks for this explanation.

    Here is another one:

    When the toe clips were invented, cases when the pedal bearing
    suddenly locked led to terrible traumas. The threads on the
    pedals were done in such a way that the pedal with locked bearing
    would unscrew out from the crank, presumably saving the
    clipped foot.

    Sounds suspicious that a foot can turn away the pedal (when a
    rider is not expecting to do it, at least); also, I can not
    imagine "sudden locking of a bearing". Your word on this?

    Konstantin.

  17. Konstantin Shemyak said:
    Quoted message said:

    Left hand threads are used mainly in two places on bicycles, on the
    left pedal and right bottom bracket (BB) bearing cup, and for the
    same reason, that is not to prevent unscrewing if the bearing were
    to seize, forcing it to unscrew. The more insidious force is that
    of precession, in which a circular object rolling in a circular
    ring in one direction turns in the opposite direction. This effect
    is what causes such assemblies to unscrew under a rotating load.

    Quoted message said:

    Thanks for this explanation.

    Quoted message said:

    Here is another one:

    Quoted message said:

    When the toe clips were invented, cases when the pedal bearing
    suddenly locked led to terrible traumas. The threads on the pedals
    were done in such a way that the pedal with locked bearing would
    unscrew out from the crank, presumably saving the clipped foot.

    Quoted message said:

    Sounds suspicious that a foot can turn away the pedal (when a rider
    is not expecting to do it, at least); also, I can not imagine
    "sudden locking of a bearing". Your word on this?

    This is an old wive's tale with no merit whatsoever since the torque a
    foot will exert on a pedal is not enough to begin loosening the thread
    while much less than that would cause ankle injury. Besides, try to
    imagine what would make a pedal thread suddenly lock?

    Don't repeat such tales, even in jest or as a straw man for
    discussion. Every repetition reinforces belief in unbelievable
    things... see religions if you don't think so. That is, for all
    others except mine.

    Jobst Brandt
    [email hidden]

  18. Quoted message said:

    From my discussions with manufacturers I get the impression it is
    partly NIH (not invented here) and partly like the disc brake problem.
    No one wants to be the first to admit there is a problem.

    You could try suggesting it to Highpath Engineering, who already make
    fresh holes in cranks in order to shorten them. They might also be up to
    making aftermarket pedal spindles for common pedal types...
    --
    David Damerell <[email hidden]> Distortion Field!

  19. David Damerell said:
    Quoted message said:

    From my discussions with manufacturers I get the impression it is
    partly NIH (not invented here) and partly like the disc brake
    problem. No one wants to be the first to admit there is a problem.

    Quoted message said:

    You could try suggesting it to Highpath Engineering, who already
    make fresh holes in cranks in order to shorten them. They might also
    be up to making aftermarket pedal spindles for common pedal types...

    You might forward the essential parts of this discussion on this
    wreck.bike thread to them since you seem to know something about this
    company. I don't.

    Jobst Brandt
    [email hidden]

  20. Mike Beauchamp said:

    Heyo,

    I've always wondered.. why are the pedal and BB thread direction such that
    forward pedalling direction would be loosening them?

    No, that is not right. Pedaling action works to tighten them.

    Quoted message said:


    If a pedal seized somehow (or a shoelace got wrapped around the spindle
    - happened to me) then the pedal pops off.

    That has happened? A pedal popped off because of a shoelace? Unlikely.
    Pedals rarely loosen any more. The Wright brothers introduced the
    left-hand thread on the left pedal because, before that, the left pedal
    as always unscrewing. But seized bearings locked tight enough to break
    the pedal loose would, more easily, break your ankle. Much more likely
    such pedal failure would result in pedal parts being spewed out.

    Quoted message said:

    I'd assume that these threads would be opposite, so the pedaling
    direction would keep everything tight?

    Your assumption is incorrect. Because the pedals roll on races which have
    different diameters, yet turn around their own centers, forward pedaling
    produces a tendency for the spindle to twist in the opposite direction.

    Quoted message said:

    Or maybe it's that way, so if something bad does happen in the bearings,
    your pedalling won't tighten them so much that you can't get them apart
    again?

    No, in fact often this does happen. Try to take pedals off of an old bike
    with many miles on it.

    --

    David L. Johnson

    __o | Enron's slogan: Respect, Communication, Integrity, and
    _`\(,_ | Excellence.
    (_)/ (_) |

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