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BB and pedal thread direction - WHY?

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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 therevox.comtherevox.com - custom electro-
    theremins and stuff. mikebeauchamp.commikebeauchamp.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 therevox.comtherevox.com - custom electro-
    theremins and stuff. mikebeauchamp.commikebeauchamp.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 sheldonbrown.comgloss 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 sheldonbrown.comgloss 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]
    sfu.cawiredcola 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. Quoted message said:

    David Damerell writes:


    [conical pedal threads]

    Quoted message said:
    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.

    I will mention it to them next time I speak to them, and
    report back here if they seem at all amenable. It's a thin
    chance, but it can't hurt to ask, I suppose.
    --
    David Damerell <[email hidden]>
    Distortion Field!

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