A couple of years ago I put some ideas together about what a good lighting system should do for cyclists. That work I called G.I.T. Lit. It doesn't describe a lighting system, but rather, the criteria any good lighting system has to meet. It's a meta-level lighting RX.
Over the last 3-4 months I've had occasion to work out the details of a real-world system I think satisfies these requirements, because of the way motorists respond to it, and that's the only criteria that counts. This 5-point lighting system will allow you to ride a road bike in urban or rural environments, at up to 25mph solo, without issue - faster if riding in a pace-line.
To understand better why 5 lights are needed, check out this YouTube video that demonstrates the eye's blindspot, the way the brain attempts to work around it, and keep this in mind when maneuvering in traffic at night. You have to give motorists the tools they need to be a good partner in safety.
1st, and most obvious, is the handlebar headlight, which is the foundation for any good lighting system. This light has to light the road far enough ahead so you don't overrun your headlights, even during club sprints.
Its beam must also be wide enough to light both sides of a bike trail, pick up garbage cans left in bicycle lanes, and light both white lines on common 2-lane roads. It's also crucial to pick up the glowing eyes of deer and other large game in time to avoid hitting them. They're completely unpredictable, so hitting the brakes is the best defense.
The primary headlight should have several power settings, so light can be maximized where needed, and minimized when battery life becomes important, or riding in pace-lines at night. It should also have a flash or strobe mode, critical when cycling just before sunset, or just after sunrise, when motorists are looking into the sun. Motorists behind you will also notice the flash of reflective signs, strobing in your headlight, up to a mile ahead at night.
The MagicShine 900 lumen lights meet these requirements, especially with a special wide lens I've been using. It's also proving very reliable, which is critically important for primary lighting like this. It's reasonably priced, and the separate lighthead is light enough to carry a spare needed. It allows many battery pack options, with many different mountings, and allows you to swap out a fresh pack quickly and easily.
If it's not 1,000+ lumens, or very close, you're just wasting your money, as those are "be seen", not "see" lights. They're dangerous, and motorists hate them because they're dangerous - because it's too much sustained workload, coming at them too fast. It's their opinion that counts, because your safety depends on them being able to notice, identify and track you quickly, and easily. (G.I.T lit) When they're happy, waving, honking and giving you the thumbs up, you have a great system. Until then, keep improving your lighting.
Any lighting is better than no lighting, but you're being foolish taking these kinds of risks when you can get a 900 lumen MagicShine for $90 from Amazon. I now have 2 full systems and a spare lighthead, and all of that cost me less than $250 delivered to my door. Have you priced a trip to the ER lately?
2nd, you need a helmet headlight with most of the same features. You need a helmet headlight to see through turns, up and down hills, and to "flash" motorists poking out of driveways, intersections, or looking into the sun. It goes where you're looking, not where your bike is pointing. The more twisty and hilly the road, the more critical this 2nd white light becomes. It's also a great "good citizen" light on night club rides, where it's used to light obstacles, signs, and riders under threat, whose clothing comes alive when bathed by bright light.
Helmet lighting is particularly important in getting noticed by drivers of high-profile vehicles, like SUVs, trucks, and heavy equipment. Because the drivers are sitting up so high, they can, will, and do look right over the top of bike mounted lighting. Sitting up and looking right at them until they respond is the only way to stay safe.
Watch for brake lights. That's the response that tells you the motorist is paying attention, and nothing short of that. My headlight has enough back-scatter to light the back of my gloves, and PI is now selling neon green Cyclone gloves. Sometimes waving your hand will get someone's attention when all else fails.
3rd, you need a powerful, flashing rear light that motorists can pick up from a long way off. This is the Grab light for motorists approaching from behind. To make this light as bright as possible, the light is focused into a very narrow beam, and it gets noticed because flashing lights work with the very primitive part of the brain, going all the way back to dinosaurs, that sense changes first and foremost. The Planet Bike Super Blinky Turbo is excellent here.
4th, you need a similar light, facing backwards, that does NOT flash, but is in Constant mode. This light's purpose is to make Tracking easy. Flashing, and even strobing lights, are almost impossible to track in the complexity of urban light-scapes. Even in my 20s, I found it almost impossible to track aircraft over LA at night, even with powerful strobe lights. So do commercial pilots, which is why most large aircraft now light the tail of the plane in bright, white lights, AND open all the windows in the passenger compartment with the cabin lights on.
As the saddle bag mount is often 8-12" higher, it's at motorists eye level, doesn't require them to look down and back up to drive, mount #4 here - but zip-tie the clip shut so it can't fall off as it will get bounced around quite a bit back there. The PB Turbo's opaque body lights up all over when in Constant Mode, and because it's unobscured from the side by legs, motorist can see it when overtaking you too.
I have settled on the Planet Bike Superflash Turbo for both #3, and #4 - which are mounted on the seatpost and saddlebag respectively. It has one primary, high-power LED emitter, with a high quality narrow-beam lens, two additional LEDs with a wider spread below, and an opaque body. The PB's flash pattern is simply spectacular. I really wish they'd patent it and then put it in the public domain. It would quickly become a standard that motorists would identify with cyclists.
It's counter-intuitive, but you need more powerful lighting in urban areas where there's much more lighting for motorists to contend with. Take note the next time you're out driving near dusk. It's almost overwhelming. More is more here.
I really thought I had my lighting down with this 4-light system - until I had a very close call with a SUV. He looked right over the top of me as I was making a L-hand turn from a busy 4-lane street with a protected turn lane, onto a 2 lane street with a protected L-hand turn and protected right hand turn lane leading into a bus stop lane. He almost ran right over me!
I had also read just a week before that motorists tend to lose sight of those narrow beams when overtaking cyclists, and have been running them over at the last moment. This led to some head-scratching, and eventually, the realization that a 5th light, one with 180 degrees of light, with a flash, should be mounted on the back (or top) of the helmet, facing backwards, but shining brightly to the sides, at motorists eye level, even if riding in high-profile vehicles.
As luck would have it, the Blackburn MARS 3.0 (and sadly, NOT the newer 4.0) satisfied all of these requirements with a staggering 7 LED lights, red to the back, and amber to the sides, and with a mount that puts it a full 3" behind the helmet, so it can easily be seen for almost 270 degrees. Paired with the front helmet light, this provides a full-height 360 degrees of coverage with white forward, amber to the sides, and red lights to the rear.
The only caveat is the Blackburn slip-in mounts are not compatible with Planet Bike's. Unforgivable they can't work that out. Those 3 rear lights should work as backups for each other in a pinch. We, as consumers, should write nasty-grams to both companies until this is resolved.
I would add only one thing to these 5 lights - neon green outer clothing with well-designed reflective piping. While REFLECTORS WILL ABSOLUTELY NOT KEEP YOU SAFE, piping really helps motorists Identify you as a cyclists. Neon green because when headlights, or fellow rider's lights hit you, you'll light up like a Christmas tree, and neon green because it's become the unofficial safety color of cycling. I think 100 of 100 motorists will tell you exactly that.
I'm careful to say "well planned", because I have seen some extensively piped clothing that makes you look like a monster from a bad SciFi movie, and while very distracting, still didn't silhouette the rider well. If I hadn't seen it myself I'd have said that's impossible, but it made it clear that slathering a bunch of reflective tape on your clothes isn't automatically going to make you easy to recognize.
I keep stressing fast identification as a cyclist because the driver, almost instantly, then knows what to expect from you and your bike. They know you aren't going to be blowing past them and changing lanes like a motorcycle (which have headlights, but not elevated, and never flashing red lights), and aren't going to take 20 seconds to cross the road like a ped, and aren't another car with a bad headlight.
Identifying you cuts their stress level in half immediately, and that makes them better decision makers, more level-headed, and grateful to you that you're meeting them half-way in trying to keep everyone safe and whole.
Case in point. After mounting light #5 I was flying down a shallow -3% grade, and got passed by a Quad-Cab dualie F-350 towing a BobCat on a 30ft Low-Boy. He gave me the full 8ft of lane when passing, watched me in his huge West Coast rear-view mirrors for clearance as he pulled back in, and gave me a big "thumbs up" as he got back into the power and went flying down the road. Now THAT'S a great feeling!!!
PS: The helmet headlight causes a lot of neck strain for me, due mostly to craning my neck to point the light where I want it, so I have been riding without it, using my handlebar MagicShine in flashing mode near dusk on city streets to Grab motorists attention. It's passable, but not as good as having a few hundred lumens up on the helmet. Don't skimp on the other lights. It's just too dangerous.
Partially as compensation, I have ordered a small, single AAA-cell Fenix E05-R2 light I plan on wearing on the backside of my L glove to help with hand signaling, Garmin reading, and flat fixes after dark. Stay tuned for results.
PPS: I ended up Velcro-ing my Fenix E05 to the top-front of my helmet so that it lights my cockpit, and the road just ahead of my front wheel. At 27 lumens it's excellent for that, and to be seen by motorists near and after dark. The Fenix LD01's 1 hour (85 lumens), 3.5 hours (28 lumens), 11 hours (9 lumens) is the same size and weight, and it's output will get me seen near dark, light the road as well as the 2W Planet Bike Blazer, and at 1/5th the weight, and 1/10th the size.
This 3-stage approach makes it very versatile, and with a spare AAA cell in the seat bag, and 2 potential spares in the PB SuperFlash Turbo, it will get me home even 4 hrs after dark on full brightness. I have decided to use it as my primary headlight in the summer, when I only occasionally get caught out after dark.
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Tuesday, January 3, 2012
Tuesday, December 27, 2011
Techie Tuesday: PI Barrier Balaclava
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I normally save Techie Tuesdays for wrenching stuff, but given the amount of heat that can be lost through the head, the one extremity your body can't cut off blood flow to (although I've heard people say things at times that makes me wonder if they were the exception), a review of a balaclava seems worthy of an exception.
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Sunset on the ARPT near Hagen Park, Christmas Day, 2011 |
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Fish Hatchery outlet at Hazel Ave Bridge, just below Nimbus Dam, looking downstream |
Once the sun starts to set, temperatures drop like a stone, and the coldest air settles down in draws along the river within minutes. It's hard to believe how cold the air can get in spots, until you encounter it. I am just a tiny bit disappointed to have to report that the back of my head and neck were getting a little cold in what was probably 35-38 degree weather.
PI Barrier Skull Cap would offer the extra protection I'd need, but since there are no sizing options on either of these, it's a hard sell.
Although I generally hand wash my riding clothes, the amount of laundry on my last ride just became overwhelming, so I machine washed all of it. The dryer shrunk this substantially,perhaps 3/4" - in height, but AFAICT, not in diameter.
As it comes out of the package, the amount of material in front is very generous, and that in back about right, but once shrunk, the back is too short. It will cover when you can get out of the cold and rearrange all of your layering pieces for best fit, but after riding for an hour, and turning your head from side to side, it tends to leave a gap in the back.
The very generous length in front is greatly appreciated when the weather is warmer, or you're climbing, and need all of your layers wide open. This allows plenty of cold, dry air into your chest, and through your layers, to dry them and cool, while still protecting your neck.
I agree that the fit is tight, and I have a small head, but it does tend to loosen up a bit after wearing and laundering it a few times. They probably need 3 sizes though, as I got a compression headache wearing it around the house for an hour when I first got it in the mail.
I also noticed that once heat dried, the barrier fabric on the forehead is totally, and completely windproof. I held it over my mouth and cannot blow air through the fabric at all. I mean, it's like Saran wrap, and that's great. Well done PI!
It's not that thick, so it might not be the warmest insulator, but for the forehead I have the headband too, as it has holes for my clear riding glasses - something this balaclava should have too, as the stems on glasses create little air scoops where they go under headgear, which freezes your temples unless you have stem holes.
The new Barrier Headband doesn't seem to have stem holes, but is likely your best bet for holding your glasses in place anyway. Get the Barrier not the Transfer headband. You want the outermost layer to be windproof, or it's just a waste of cloth. Pull it down in back until your helmet band is resting on top of it. That seems to seal the wind out better.
One of the issues with each layer having a fleece collar, is they wad up behind your neck, and make it nearly impossible to hold your head up when riding. This causes painful neck strain, and headaches.
Since the balaclava typically goes under your base layer behind your neck, why not use the barrier windproof fabric, which is also thinner, to insure a deep, last ditch zone of wind protection running from your head, down your neck and well down your back? Less neck strain and the security of knowing bare skin isn't going to be exposed on the back of the neck. Make it slightly longer than the front, with the shoulders cut away. This would protect your neck no matter how much opening and closing of front zippers.
I expected, being a garment for very active users, that the mouth area would have to breathe well, unlike those neoprene ski mask things. PI has done a great job in making the fabric covering the mouth breathe well. In very cold weather, the moisture in your breath will freeze in the fabric, and form an ice dam. When inhaling, this wet, 32 degree surface warms and moistens your breath before you inhale. It will keep your lungs from getting burned in very cold, dry conditions.
Also, as expected, the mouthpiece pulls down under the chin easily, and stays put well without pulling the forehead down - even when using a PI headband. If they made this in sizes I'd get the middle size and buy their barrier cap to use when riding after sunset.
For better visibility on those night rides, a reflective stripe in the middle of the barrier fabric that protects the cheekbones and forehead really is needed. Everything else is going to be covered by your helmet, but that area is well exposed.
With cheap, powerful lights, like the MagicShine lights, my clubs are doing a lot of night rides, and I also routinely ride solo, finishing the last half of the ride after dark, where temps often drop 10-15 degrees in half an hour or so, especially along the river where cold, heavy, air settles in draws. 50 degrees turns into 35 in less than 10 miles.
It's essential to get your clothing right, and have a good warmth reserve in case you crash, and EMS is an hour or more away. A convertible vest with zip on sleeves and SpaceBlanket foil blanket are as important as your cell phone when riding alone. Shivering with cracked or broken ribs is excruciating.
Keep working your clothing problem until you have enough tools to go properly dressed in all conditions. It's NOT necessary to endure discomfort when riding in the cold. Keep at it until you aren't.
Monday, December 12, 2011
Joy to the Whirlled
Coming back from Folsom and extending down to William Pond Park, I was struck by how much easier it seemed last night. The same 32 miles and 2,050 feet, but not distracted by a million nagging thoughts. It's that time of year. Easy to be distracted and stressed out. What a difference a little Zen makes.
Cold tonight, and it was almost dark by the time I made it up to Folsom, but the paint of the setting sun on the river was breathtaking. Wish I'd had the camera along. I added another, slightly oversize vest tonight. This one has a mesh back above the kidneys, so the smaller PI vest under it doesn't vent in the same place. This makes the inner vest something of a diffuser when left zipped down 4-5 inches. I adjust the outer vest for temp and effort. A nice trick.
Good news. I'm almost certain the creaking isn't in the headset. I have tic in the front wheel, and, maybe a creak in the BB, but can't make the headset creak at home, no matter how hard I torque it, and I torqued it a LOT. The wheel tic is probably sand inside the rim, but I'm going to repack the front hub as well, because I bought new balls to do that and have been looking for an excuse to do so.
I am starting to think I wasted my money going with Cane Creek when it looks like I could have gotten the same thing directly from Taiwan from the people who probably are making Cane Creek's stuff - Token. See for yourself.
Saw a 250 lb buck who looked at me with total disregard as I closed in with my lights on. Rabbits running in front of me the whole 7 miles downstream from Sunrise to WPB. Some Wiley Coyote is going to make a meal of them if they keep doing that.
I've seen that happen on group rides, though sometimes the rabbit makes it across the trail before we get there and the coyote doesn't, and the rabbit is long gone by the time 4-5 of us pass. One of the beauties of the ARPT. I also like that it never stops changing with the seasons.
There is still lots of green grass growing under the dead brush, and the deer and white flies know exactly where the warm air is, and where the cold air settles. BTW, if camping, just on the high water side of a dam is a nice warm place to camp, because the cold air goes over the dam and settles down in the river bottom. 20 ft uphill, against a sun-baked south rock face, with some tree coverage is even better.
I had a little company last night for a few miles, which is really rare this time of year. His gloves were about to fall out of his jersey, so I hammered and and bridged up so I could give him an FYI. His toes were freezing, so I told him about the SpaceBlanket fix - which I used to keep my neck warm tonight, and it worked wonders.
I'm spending lots of time in the drops, and really like the new bars now that I've got the bottoms of the drops pushed forward so much. Makes the brake blocks a much more comfortable perch too. With all my clothing wadded up in the back of my neck, riding in aerobars causes a lot of neck strain.
All in all, this ride seemed a lot easier tonight, and no hesitation at Sunrise in extending the ride. The new lens is working great. It keeps growing on me. The best $5 I ever spent.
Cold tonight, and it was almost dark by the time I made it up to Folsom, but the paint of the setting sun on the river was breathtaking. Wish I'd had the camera along. I added another, slightly oversize vest tonight. This one has a mesh back above the kidneys, so the smaller PI vest under it doesn't vent in the same place. This makes the inner vest something of a diffuser when left zipped down 4-5 inches. I adjust the outer vest for temp and effort. A nice trick.
Good news. I'm almost certain the creaking isn't in the headset. I have tic in the front wheel, and, maybe a creak in the BB, but can't make the headset creak at home, no matter how hard I torque it, and I torqued it a LOT. The wheel tic is probably sand inside the rim, but I'm going to repack the front hub as well, because I bought new balls to do that and have been looking for an excuse to do so.
I am starting to think I wasted my money going with Cane Creek when it looks like I could have gotten the same thing directly from Taiwan from the people who probably are making Cane Creek's stuff - Token. See for yourself.
Is Cane Creek just another marketing department farming out production to Taiwan? If so I'd rather just buy direct for 30% of the CC price. If Boeing can fab in the Carolinas, why can't CC?. |
I've seen that happen on group rides, though sometimes the rabbit makes it across the trail before we get there and the coyote doesn't, and the rabbit is long gone by the time 4-5 of us pass. One of the beauties of the ARPT. I also like that it never stops changing with the seasons.
There is still lots of green grass growing under the dead brush, and the deer and white flies know exactly where the warm air is, and where the cold air settles. BTW, if camping, just on the high water side of a dam is a nice warm place to camp, because the cold air goes over the dam and settles down in the river bottom. 20 ft uphill, against a sun-baked south rock face, with some tree coverage is even better.
I had a little company last night for a few miles, which is really rare this time of year. His gloves were about to fall out of his jersey, so I hammered and and bridged up so I could give him an FYI. His toes were freezing, so I told him about the SpaceBlanket fix - which I used to keep my neck warm tonight, and it worked wonders.
I'm spending lots of time in the drops, and really like the new bars now that I've got the bottoms of the drops pushed forward so much. Makes the brake blocks a much more comfortable perch too. With all my clothing wadded up in the back of my neck, riding in aerobars causes a lot of neck strain.
All in all, this ride seemed a lot easier tonight, and no hesitation at Sunrise in extending the ride. The new lens is working great. It keeps growing on me. The best $5 I ever spent.
Tuesday, December 6, 2011
Techie Tuesday: Pt II - Headset R&R on Specialized '06 Roubaix Elite
Note: This is part II of a 2 part series. Part I can be found here.
The Cane Creek 110 IS41 stainless steel headset arrived last week, and I set about installing it, but it didn't fit, at least not until I got real creative, and reused the OEM crown race as a top bearing spacer. Before I forget, it looks like Universal refunded my return, so kudos for them.
My gut tells me it will be mostly professional mechanics that end up using these two posts, and that is why I took the trouble to take so many photos. Many of the details will not mean much unless you're neck deep in fear and uncertainty, and then they'll be priceless.
If your bike is a year old or more, and you have one of these non-standard headsets, I would strongly recommend you replace it with a standard Cane Creek, system (Cane Creek AKA Dia Comp, invented the Integrated System ~ 20 yrs ago).
You can go top of the line with the 110, like I did, and get a 110 yr guarantee, but the 40-series I started with is also perfectly acceptable, and may well last the life of the bike for those putting 2-3,000 miles per year on their bikes.
An important physical difference between the 40 and 110 bearings, is the entire depth of the 110 bearing is full diameter, whereas the 40 bearings are smaller in diameter after 3-4mms. The 110 bearings are therefore much less likely to ovalize in the headset.
The longer you wait, the greater the chance that parts and mechanics are going to be unavailable to fix your headset. (assuming you can't get a standard replacement headset to work, or you need some OEM part to make the new system work properly)
My go-to mechanic, Eddy at MadCat, a very wrench-centric shop, had only seen one other headset like mine, and that was on a mtb. Time will eventually paint you into a corner, and force you to abandon your frame. Don't let that happen.
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As soon as I got the bike home from the shop, I cleaned the headtube thoroughly with 99% rubbing alcohol, and studied the old and new systems to make sure I understood how they worked, and fit together. I also inspected the 45 degree flanges milled into the aluminum., bonded sub-structures.
When I got the new CC 110 headset, it was immediately obvious that the crown race was not going to fit my carbon fork. I was pretty disgusted that the bottom of the steering tube, right above the crown-race bulged area, wasn't even fully epoxied. Some of the carbon weave was exposed. That's one of the most critical areas in the fork, so that's an inexcusable lapse in QA, and a serious safety issue. Nevertheless, I had to find a way to reduce the diameter from 30.10 to 30.00 mm.
I bought a set of assorted 3M Wet Or Dry sandpaper at the autoparts store, cut a 4x8" sheet of 320 grit into 8mm strips 8" long, wet them, and worked my way around the fork, turning it about 30 degrees on each turn, while sawing the sandpaper back and forth to engage 3 sides at once. I paid special attention to a very rough area that looked like it had been cut with a crown race tool meant for metal steering tubes. Another serious flaw in the OEM fork.
After 2-3 times around the steering tube base, stopping each time to slip the new CC crown race down to check the fit, I was getting pretty close. The crown race would rock back and forth over the high points, so I made marks on the steering tube with a grease pencil and focused on those. (99% alcohol removes the grease pencil markings)
I was able to get the crown race down to within ~ 3mm by pulling it down with my finger tips, and knew I was getting close. You need a very snug fit, but can't risk bending the race, as it is very thin on the CC system.
About that time I noticed the very bottom of the steering tube, where the base of the race would engage it, was a bit wider, and tapered slightly. Sandpaper just doesn't have enough structure to make a nice, clean 90 degree interface between the top of the fork and the bottom of the steering tube.
After some head-scratching, I decided to use a high quality, diamond impregnated finger-nail file, and carefully work my way around the base of the tube. That worked very nicely, and after a final light sanding, I did one last trial fit, and decided I was close enough that I could get the crown race to seat very snugly, and all the way down - although you never really know until you try it.
If you have an extra $13, I would suggest ordering an extra crown race with the headset. It's always a lifesaver to have an extra, and I wouldn't have wanted to have waited another week for parts.
As it was, even without grease, the crown race seated perfectly, and the "machining" of the steering tube with 320 grit wet or dry, left a very smooth finish. I never did use the 400, 600 or 800 grit included in the assorted package.
You never want to take too much off the steering tube, and have a loose fit. There's no good way to recover from that. You've just ruined the fork. In that situation you could try using some silicon caulk, but really, you've ruined the fork. With the crown race in place, I trial fit the bearing in the headtube, and checked the seal. PERFECTION!
Even while trial fitting the bottom bearing, it was clear the top bearing was going to seat far too low to keep the lip seal on the bearing top cap from betting smashed against the top face of the headtube - and by 5-6mm. My heart sank. Was this even going to work?
After greasing the top of the steering tube, I slid the top cover down, careful to not damage the internal O-ring seal, and confirmed my suspicion. (CC's O-ring seal is VERY tight. Grease and then wipe dry with alcohol before clamping the stem down)
One option was to have the top of the headtube refaced. I check, and the Part Tool facing tool was $450. It was 10:00 at night, and I really didn't want to drag the bike down to a shop and hope they knew what they were doing. I also had no good way to know now much I needed to machine the headtube down, and it should be fit to less than a half a millimeter, as the shims are 0.25mm each, and there is only room for 2-3 on top of the compression ring.
Frantic, I looked around for anything I had in my parts bin that might work, and then looked in the project tray I'd put the old headset parts in. The OEM split crown race looked promising. It SHOULD be the right dimensions, the right angles, and hopefully, enough material to take up the extra space. It worked!
As you can see in the pics, it's pretty beat up, and I have ordered an FSA Orbit replacement crown race, but flipping that crown race upside down and placing it over the compression ring works great. It might even add some strength to the headset in the process.
I initially aligned the split gaps on the compression ring and OEM race, so they would compress together, and not gouge each other, pushing their edges together when compressing. Once on the bike, I used my hand's thumbweb area to rotate the loosely compressed headset cover/bearing cap 180 degrees. When I pulled the headset apart after a short 20 mi ride, they were still on opposite sides, as you can see in the photo. This is probably the strongest, and best centered arrangement, so I recommend it.
I tightened the compression cap down hard to really compress the stack, making sure the crown race, bearings, compression ring, and OEM race were all fully seated. Having a bunch of extra spacers meant I could do a lot of the trial fitting without messing with the stem and bars. Nice tip. Unfortunately, the lip seal was too tight against the top headtube face, so I needed to figure out how to use the 0.25mm shims I'd bought.
Taking the whole assembly apart again, I "peeled" the compression ring out of it's captive groove, machined into the bearing cap assembly, added 2 stainless shims, and reinstalled the compression ring. Reassembled. Too much. I could see daylight between the face and the seal. Disassemble, remove compression ring, remove 1 shim, replace compression ring, reassemble. PERFECTION!
I used a small pair of side-cutters/wire dykes to remove the compression ring, grasping the edge of the split, but did leave a small engraving on it, so a high quality pliers would have been better. A nose pliers will not work. Too flexible and not enough leverage. I didn't make a video of that, but maybe I'll remember when the new FSA Orbit crown race arrives and I have to pull the whole top end apart again.
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Having been through all of this, I have to say, while integrated headsets are a clean solution, Chris King has made some very good points as to the folly that motivated this design. External bearing cups are just better. Period. They ensure that whatever happens to a headset, the frame is never in jeopardy.
Of all the integrated designs, I think the ZeroSet is the best, as the top of the bearing cap also comprises the sealing surface on top of the headtube. It means you won't need to reface your headtube to get a perfectly smooth and flat sealing surface. My frame, unfortunately, needs some smoothing out, as I'm sure, most IS style frames do over time.
I'm also going to write Ceradyne ceramics, and suggest they manufacture the inserts that receive the sealed bearings, which are bonded to the carbon headtube, out of ceramic. They make almost all of the body armor used by the DOD, all of the helicopter, and most of the vehicle armor as well.
Chris King's very real concern, is the back and forth rocking of a headset can ovalize these inserts, commonly made of aluminum, until the sealed bearings start to rock back and forth in the frame - rendering it useless.
Titanium diboride ceramic is about the same weight as aluminum, but is tougher than tungsten, and about any other substance on Earth. It might cost a frame maker $50-$100, but would make integrated headsets light, and bombproof.
My OEM press-in bearings used a deep penetrating insert, which fit into, and past, the 45 degree bearing support flange to prevent ovalizing of the aluminum bonded sub-structures. That was a good decision. Having no effective seals, unforgivable. I never rode in the rain because I knew the headset wasn't sealed, and look how utterly destroyed the headset was anyway.
I'm a lot less impressed with Specialized as a brand, because they are doing far too many things, in headsets, and bottom brackets, that make their bikes hard to service - IE: disposable. It's also worth pointing out that upright "comfort bikes", with long steering tubes, and lots of spacers, place a lot of extra strain on the headtube, and headset bearings.
Asked for a RX for a new $2,500 bike last week, I recommended a Motobecane mail order special. Until you get above $4k, I just don't think the name brands are buying you much, and the prices are almost double. A name brand should buy you dependable, reliable QA, and so far, I haven't seen that.
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The Cane Creek 110 IS41 stainless steel headset arrived last week, and I set about installing it, but it didn't fit, at least not until I got real creative, and reused the OEM crown race as a top bearing spacer. Before I forget, it looks like Universal refunded my return, so kudos for them.
My gut tells me it will be mostly professional mechanics that end up using these two posts, and that is why I took the trouble to take so many photos. Many of the details will not mean much unless you're neck deep in fear and uncertainty, and then they'll be priceless.
If your bike is a year old or more, and you have one of these non-standard headsets, I would strongly recommend you replace it with a standard Cane Creek, system (Cane Creek AKA Dia Comp, invented the Integrated System ~ 20 yrs ago).
You can go top of the line with the 110, like I did, and get a 110 yr guarantee, but the 40-series I started with is also perfectly acceptable, and may well last the life of the bike for those putting 2-3,000 miles per year on their bikes.
An important physical difference between the 40 and 110 bearings, is the entire depth of the 110 bearing is full diameter, whereas the 40 bearings are smaller in diameter after 3-4mms. The 110 bearings are therefore much less likely to ovalize in the headset.
The longer you wait, the greater the chance that parts and mechanics are going to be unavailable to fix your headset. (assuming you can't get a standard replacement headset to work, or you need some OEM part to make the new system work properly)
My go-to mechanic, Eddy at MadCat, a very wrench-centric shop, had only seen one other headset like mine, and that was on a mtb. Time will eventually paint you into a corner, and force you to abandon your frame. Don't let that happen.
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As soon as I got the bike home from the shop, I cleaned the headtube thoroughly with 99% rubbing alcohol, and studied the old and new systems to make sure I understood how they worked, and fit together. I also inspected the 45 degree flanges milled into the aluminum., bonded sub-structures.
When I got the new CC 110 headset, it was immediately obvious that the crown race was not going to fit my carbon fork. I was pretty disgusted that the bottom of the steering tube, right above the crown-race bulged area, wasn't even fully epoxied. Some of the carbon weave was exposed. That's one of the most critical areas in the fork, so that's an inexcusable lapse in QA, and a serious safety issue. Nevertheless, I had to find a way to reduce the diameter from 30.10 to 30.00 mm.
I bought a set of assorted 3M Wet Or Dry sandpaper at the autoparts store, cut a 4x8" sheet of 320 grit into 8mm strips 8" long, wet them, and worked my way around the fork, turning it about 30 degrees on each turn, while sawing the sandpaper back and forth to engage 3 sides at once. I paid special attention to a very rough area that looked like it had been cut with a crown race tool meant for metal steering tubes. Another serious flaw in the OEM fork.
After 2-3 times around the steering tube base, stopping each time to slip the new CC crown race down to check the fit, I was getting pretty close. The crown race would rock back and forth over the high points, so I made marks on the steering tube with a grease pencil and focused on those. (99% alcohol removes the grease pencil markings)
I was able to get the crown race down to within ~ 3mm by pulling it down with my finger tips, and knew I was getting close. You need a very snug fit, but can't risk bending the race, as it is very thin on the CC system.
About that time I noticed the very bottom of the steering tube, where the base of the race would engage it, was a bit wider, and tapered slightly. Sandpaper just doesn't have enough structure to make a nice, clean 90 degree interface between the top of the fork and the bottom of the steering tube.
After some head-scratching, I decided to use a high quality, diamond impregnated finger-nail file, and carefully work my way around the base of the tube. That worked very nicely, and after a final light sanding, I did one last trial fit, and decided I was close enough that I could get the crown race to seat very snugly, and all the way down - although you never really know until you try it.
If you have an extra $13, I would suggest ordering an extra crown race with the headset. It's always a lifesaver to have an extra, and I wouldn't have wanted to have waited another week for parts.
As it was, even without grease, the crown race seated perfectly, and the "machining" of the steering tube with 320 grit wet or dry, left a very smooth finish. I never did use the 400, 600 or 800 grit included in the assorted package.
You never want to take too much off the steering tube, and have a loose fit. There's no good way to recover from that. You've just ruined the fork. In that situation you could try using some silicon caulk, but really, you've ruined the fork. With the crown race in place, I trial fit the bearing in the headtube, and checked the seal. PERFECTION!
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Topside assembly with OEM crown race retasked as a spacer |
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Side view of topside assembly with the OEM crown race showing under the top bearing. Note that the 110 series bearings are the full diameter for their entire depth. The 40 series are not. |
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45 degree bevel on OEM crown race, and 30mm ID make it a perfect spacer, and saved me from having to reface 5-6mm off the top face. Smooth as glass when installed. |
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When compressing, align the two splits |
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Split realigned under compression when fully assembled by rotating the top cap 180 degrees |
After greasing the top of the steering tube, I slid the top cover down, careful to not damage the internal O-ring seal, and confirmed my suspicion. (CC's O-ring seal is VERY tight. Grease and then wipe dry with alcohol before clamping the stem down)
One option was to have the top of the headtube refaced. I check, and the Part Tool facing tool was $450. It was 10:00 at night, and I really didn't want to drag the bike down to a shop and hope they knew what they were doing. I also had no good way to know now much I needed to machine the headtube down, and it should be fit to less than a half a millimeter, as the shims are 0.25mm each, and there is only room for 2-3 on top of the compression ring.
Frantic, I looked around for anything I had in my parts bin that might work, and then looked in the project tray I'd put the old headset parts in. The OEM split crown race looked promising. It SHOULD be the right dimensions, the right angles, and hopefully, enough material to take up the extra space. It worked!
As you can see in the pics, it's pretty beat up, and I have ordered an FSA Orbit replacement crown race, but flipping that crown race upside down and placing it over the compression ring works great. It might even add some strength to the headset in the process.
I initially aligned the split gaps on the compression ring and OEM race, so they would compress together, and not gouge each other, pushing their edges together when compressing. Once on the bike, I used my hand's thumbweb area to rotate the loosely compressed headset cover/bearing cap 180 degrees. When I pulled the headset apart after a short 20 mi ride, they were still on opposite sides, as you can see in the photo. This is probably the strongest, and best centered arrangement, so I recommend it.
I tightened the compression cap down hard to really compress the stack, making sure the crown race, bearings, compression ring, and OEM race were all fully seated. Having a bunch of extra spacers meant I could do a lot of the trial fitting without messing with the stem and bars. Nice tip. Unfortunately, the lip seal was too tight against the top headtube face, so I needed to figure out how to use the 0.25mm shims I'd bought.
Taking the whole assembly apart again, I "peeled" the compression ring out of it's captive groove, machined into the bearing cap assembly, added 2 stainless shims, and reinstalled the compression ring. Reassembled. Too much. I could see daylight between the face and the seal. Disassemble, remove compression ring, remove 1 shim, replace compression ring, reassemble. PERFECTION!
I used a small pair of side-cutters/wire dykes to remove the compression ring, grasping the edge of the split, but did leave a small engraving on it, so a high quality pliers would have been better. A nose pliers will not work. Too flexible and not enough leverage. I didn't make a video of that, but maybe I'll remember when the new FSA Orbit crown race arrives and I have to pull the whole top end apart again.
CC brass interface spacer in place in an InterLok nylon spacer |
Nylon spacer, stainless steel shim, and brass interface ring. |
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Having been through all of this, I have to say, while integrated headsets are a clean solution, Chris King has made some very good points as to the folly that motivated this design. External bearing cups are just better. Period. They ensure that whatever happens to a headset, the frame is never in jeopardy.
Of all the integrated designs, I think the ZeroSet is the best, as the top of the bearing cap also comprises the sealing surface on top of the headtube. It means you won't need to reface your headtube to get a perfectly smooth and flat sealing surface. My frame, unfortunately, needs some smoothing out, as I'm sure, most IS style frames do over time.
Cane Creek ZeroStack - AKA ZeroSet. The press-in steel insert extends over the top of the headtube's face, adding strength and a perfect lip-seal mating surface |
Chris King's very real concern, is the back and forth rocking of a headset can ovalize these inserts, commonly made of aluminum, until the sealed bearings start to rock back and forth in the frame - rendering it useless.
Titanium diboride ceramic is about the same weight as aluminum, but is tougher than tungsten, and about any other substance on Earth. It might cost a frame maker $50-$100, but would make integrated headsets light, and bombproof.
My OEM press-in bearings used a deep penetrating insert, which fit into, and past, the 45 degree bearing support flange to prevent ovalizing of the aluminum bonded sub-structures. That was a good decision. Having no effective seals, unforgivable. I never rode in the rain because I knew the headset wasn't sealed, and look how utterly destroyed the headset was anyway.
I'm a lot less impressed with Specialized as a brand, because they are doing far too many things, in headsets, and bottom brackets, that make their bikes hard to service - IE: disposable. It's also worth pointing out that upright "comfort bikes", with long steering tubes, and lots of spacers, place a lot of extra strain on the headtube, and headset bearings.
Asked for a RX for a new $2,500 bike last week, I recommended a Motobecane mail order special. Until you get above $4k, I just don't think the name brands are buying you much, and the prices are almost double. A name brand should buy you dependable, reliable QA, and so far, I haven't seen that.
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