How does bicycle gearing affect mechanical advantage?

In summary: However, because the front sprocket has been reduced from 38t to 34t, the ratio of gears in the cassette has changed, so there is now a 2:1 ratio, which would result in a mechanical advantage of 1.34 (34/38).
  • #1
ldalcomune
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Hey guys, I read through the other two bicycle gearing threads and to be quite frank I'm not sure if my question was answered.

So to put it in it's most basic element, let's assume there's only one change, the gearing. Same bike, same crank length, pedal input, wheelsize, chain length. And let's not include inertia, chain deflection, etc...

So the bicycle has a 38 tooth front sprocket and a 11-36 cassette. We swap it out to a 34 tooth sprocket and keep the same cassette. So obviously torque will be increased and speed decreased because of the gearing change, but the question is; Is there any increase in mechanical advantage, or torque at the rear wheel by going with a smaller front sprocket alone? (Assuming cassette was changed to keep the ratio the same)

Hope that makes sense. Thanks

Alternatively and probably more simply. Assume a single front and single rear a sprocket.

40 front, 20 rear.

And

34 front, 17 rear

Both are a 2:1, so as far as gearing goes torque at rear wheel should be the same? Or is there a mechanical advantage with the 34
 
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  • #2
ldalcomune said:
Hey guys, I read through the other two bicycle gearing threads and to be quite frank I'm not sure if my question was answered.

So to put it in it's most basic element, let's assume there's only one change, the gearing. Same bike, same crank length, pedal input, wheelsize, chain length. And let's not include inertia, chain deflection, etc...

So the bicycle has a 38 tooth front sprocket and a 11-36 cassette. We swap it out to a 34 tooth sprocket and keep the same cassette. So obviously torque will be increased and speed decreased because of the gearing change, but the question is; Is there any increase in mechanical advantage, or torque at the rear wheel by going with a smaller front sprocket alone? (Assuming cassette was changed to keep the ratio the same)
Changing the front sprocket to one with fewer teeth and changing the cassette (which in olden days was called the freewheel) to one with smaller gears would make essentially no difference. I say "essentially" because reducing the sprocket by four teeth, the ratios with the smaller gears in the cassette would probably not be the same. After all, you can't run a cog in the cassette with a fractional number of teeth - the number of teeth has to be a whole number.
ldalcomune said:
Hope that makes sense. Thanks

Alternatively and probably more simply. Assume a single front and single rear a sprocket.

40 front, 20 rear.

And

34 front, 17 rear

Both are a 2:1, so as far as gearing goes torque at rear wheel should be the same?
Yes, exactly the same. With a 2:1 ratio, the crank goes around twice for each revolution of the rear wheel. If you had a 34 front and 34 cog in the cassette, the ratio would be 1:1, meaning that the crank would go around once for each revolution of the rear wheel.
ldalcomune said:
Or is there a mechanical advantage with the 34
No, not with the corresponding change in the cassette.
 
  • #3
Thanks a lot. That's what I figured but it still lingered.
 
  • #4
A terminology thing here: We may as well try to get it right, for when the problem gets more advanced.
The ratios that you are using give the Velocity Ratio and not the Mechanical Advantage.
Efficiency = MA/VR
And it's never Unity - the value will depend upon the actual ratio in each case, for a start.
 
  • #5
Yeah my question was about mechanical leverage.

For that given velocity ratio vs the other, does either provide a change in mechanical leverage, advantage, etc
 
  • #6
ldalcomune said:
Yeah my question was about mechanical leverage.

For that given velocity ratio vs the other, does either provide a change in mechanical leverage, advantage, etc

That is not an 'official' term, I think. MA and VR are generally accepted terms, used for all types of Machine, from inclined plane to gearbox and are formally defined. Counting sprocket teeth can only give you VR. The efficiency with different ratios will depend upon specific details of the setup.
In the case of a bicycle, the dimensions of the rider's legs and his / her preferred loading and pedalling speed will affect the suitability of any particular design. I really don't know whether it's possible to arrive at an optimum for a given rider without some road testing.
 
  • #7
Sounds good. Thanks for the info
 
  • #8
the question is; Is there any increase in mechanical advantage, or torque at the rear wheel by going with a smaller front sprocket alone? (Assuming cassette was changed to keep the ratio the same)

you say "...smaller front sprocket alone..." and then say "..Assuming cassette was changed to keep the ratio the same""

which is it?
 
  • #9
Both.

Let's assume I have a 38t now. I swap to a 34 and have a theoretical cassette that leaves the same ratios.

Velocity ratios being the same, the only tangible change being the smaller front sprocket.

Does the smaller sprocket alone lead to an increase in torque?
 
  • #10
Taking the cassette out of the equation it's basically the single speed problem.

40 front, 20 rear
34 front, 14 rear

Same velocity ratio.

But does the smaller front ring apply a different amount of torque to the rear
 
  • #11
ldalcomune said:
Both.

Let's assume I have a 38t now. I swap to a 34 and have a theoretical cassette that leaves the same ratios.

Velocity ratios being the same, the only tangible change being the smaller front sprocket.

Does the smaller sprocket alone lead to an increase in torque?

The first thing the smaller front sprocket does is pull harder on the chain.
Next the chain pulls on the rear sprocket.

(the following assumes constant pedal effort and your sprocket radii are in proportion to number of teeth )

making the front sprocket smaller applies more tension to the chain for a given pedal effort,
torque = chain tension X sprocket radius = pedal effort X crank length

but when the rear sprocket is also made smaller to keep gear ratio the same, its smaller diameter turns that increased chain tension back into same torque as you had initially.

Front sprocket went from 38 to 34, so to keep same ratio rear must've gone from 19 to 17

at front sprocket, chain tension = torque /sprocket radius and that ratio went up by 38/34
and at rear sprocket, torque = tension X sprocket radius and that ratio went down by 17/19

so the smaller front sprocket will only give more torque at wheel if you keep the big rear sprocket.

Surely somewhere among the twenty-one or so speeds you can find two that have same overall ratio and run an experiment?
 
  • #12
well, i guess i finally read the question:

is there a mechanical advantage

operating at higher chain tension i would think only accelerates wear and increases friction .

To be scientific about it -
One could assert that the chain only engages the leading or trailing tooth at each sprocket, and friction loss there is in proportion to load(chain tension)... then sit back and await rebuttals to that assertion..

ready, aim, ...
 
  • #13
jim hardy said:
well, i guess i finally read the question:



operating at higher chain tension i would think only accelerates wear and increases friction .

To be scientific about it -
One could assert that the chain only engages the leading or trailing tooth at each sprocket, and friction loss there is in proportion to load(chain tension)... then sit back and await rebuttals to that assertion..

ready, aim, ...

The friction force is probably affected as you (so reasonably :smile:) say but the actual work done against the friction relates to the distance moved (circumference of the sprockets etc.) so it can't be as simple as you suggest. (Sneaky - eh?)
But all of that's only dealing with the mechanical part of the system, though. Imo, the extra factor of the rider himself (body dimensions etc.) is going to make a lot of difference to the performance of bike+rider. It's more a matter of matching than anyone seems to be acknowledging here. After all, 'good' cyclists all have a favourite bike configuration and that must be more than just the colour of the frame making them feel better. Length of pedal crank will contribute to the leg / lever system and 'cm per turn of the pedal' will relate to the metabolism in the individual's muscles.

What I am suggesting is that, whilst there will be some very broad limits for bike dimensions that encompass a 'good setup' there is no way to determine a 'best' setup until the rider has also been characterised. i.e. this is not just an Engineering problem.

If we wanted to know the ideal design for a motor car transmission system, the very first thing we would want to know would be the characteristics of the engine that's going to be used.
 
  • #14
the actual work done against the friction relates to the distance moved (circumference of the sprockets etc.) so it can't be as simple as you suggest. (Sneaky - eh?)

hmmm indeed, chain friction force X circumference of sprocket = friction energy per revolution...
sneaky maybe, brilliant certainly.

Your observation about characterizing the operator is spot on. I would prefer less chain tension for no real reason other than longevity and perhaps smoother shifting when going uphill.

In a motorcar transmission i like really wide spacing of the ratios so i can creep up a steep driveway. A street racer might prefer narrow spacing so he can zoom through traffic whilst keeping engine rpm in the range where exhaust resonates loudly. (Ever heard a Royal Enfield 700 with Dunstall megaphones? Ahhh nostalgia...)
 
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  • #15
Brilliant, maybe, for once - but I haven't quoted Lavoisier and Bacon for some while. (Unlike some of our learned PF members :wink: )
 
  • #16
If the tooth count ratio of the front sprocket to the selected rear sprocket remains the same, then there will be no overall difference to the mechanical advantage.

Given that varied people may ride the same bicycle, there are two constraints on sprocket selection.

Firstly, the number of teeth on the smallest rear sprocket that can be used will be fixed by the roller chain geometry. I expect it is about 12 teeth.

Secondly, (for a fixed pedal crank length), the minimum front sprocket diameter will be set by the strength of the chain. Weaker chains need to travel faster on bigger sprockets, or they will break.

The angle between adjacent chain links changes several times per circuit of the chain, but only two of those rotations occur while under full tension. With bigger sprockets, each chain pin rotates through a lesser angle in the roller. The chain tension is also less with bigger sprockets, so bigger sprockets reduce chain wear. Significant chain wear takes place within the rollers, a chain therefore gets longer as it wears. It then runs higher on the tooth faces. If not replaced when worn, then when under load, the chain will climb progressively out of the sprocket and skip one link.
 
  • #17
Sounds good guys. Thanks a lot
 
  • #18
Baluncore said:
If the tooth count ratio of the front sprocket to the selected rear sprocket remains the same, then there will be no overall difference to the mechanical advantage.

So, what is your definition of Mechanical Advantage? Mechanical Advantage is supposed to be a term that refers to the actual effort needed to do a job. Where does the efficiency (dead weight and friction etc) come into your statement? The rest of your post is concerned with practical matters so why ignore them in your (misplaced) use of the term MA?
(I am only 'nit picking' in the same vein as you find everywhere else in PF with examples like Mass and Weight, Force and Momentum, Heat and Temperature etc.. Do we want to get these things right or not?)
 
  • #19
sophiecentaur said:
(I am only 'nit picking' in the same vein as you find everywhere else in PF
I disagree, you are nit picking because your analysis of roller chain friction was quite unrealistic. You are now attempting to deflect attention by putting others down through criticism of a term used in the OP.
ldalcomune said:
Both are a 2:1, so as far as gearing goes torque at rear wheel should be the same? Or is there a mechanical advantage with the 34
sophiecentaur said:
Mechanical Advantage is supposed to be a term that refers to the actual effort needed to do a job.
“Effort” is an interesting term. I wonder how many different meanings that might have in a scientific context.

Wikipedia has a better description of Mechanical advantage in it's first paragraph.
http://en.wikipedia.org/wiki/Mechanical_advantage
http://en.wikipedia.org/wiki/Mechanical_advantage#Example:_bicycle_chain_drive
 
  • #20
Baluncore said:
I disagree, you are nit picking because your analysis of roller chain friction was quite unrealistic. You are now attempting to deflect attention by putting others down through criticism of a term used in the OP.

“Effort” is an interesting term. I wonder how many different meanings that might have in a scientific context.

Wikipedia has a better description of Mechanical advantage in it's first paragraph.
http://en.wikipedia.org/wiki/Mechanical_advantage
http://en.wikipedia.org/wiki/Mechanical_advantage#Example:_bicycle_chain_drive

Who was I "putting down"? Pointing out an error cannot be, inherently, a put-down or no one could ever air a disagreement. I already pointed out the terminology problem earlier on yet no one seems to have acknowledged the essential difference in use of terms. I mentioned it again, and it happened to be just after your particular post.
Btw, which of my posts was analysing "roller chain friction"? I think you got the wrong guy there.
If you want some justification for my discrimination between Mechanical Advantage and Velocity Ratio, you might like to look at this link. That was what I was taught at school and it avoids sloppy treatment of machines. I notice a number of other web pages do not make the distinction but, there again, they do not deal with the efficiency of a machine. I did come across the term IMA (=Ideal Mechanical Advantage) in some sites, which would, at least acknowledge that MA, as used conversationally, is not the whole story.

You find my use of the term 'effort' "interesting". I find it interesting that you are not aware of its usage in the context of machines. The term 'effort' is what is used to described the force applied to a machine which produces a force against the 'Load'. A level (and, I suspect, even O level) Physics used it when the syllabus was at an appropriate level.
 
  • #21
Debate is supposed to be fun.

when something strikes my "riled up" string, i have to remind myself

Intolerance is the ''Do Not Touch'' sign on something that cannot bear touching. We do not mind having our hair ruffled, but we will not tolerate any familiarity with the toupee which covers our baldness.eric hoffer

Sophie is never mean spirited. But he's playful as a centaur...
 
  • #22
Weren't they really randy too? (Centaurs, that is)
 
  • #23
sophiecentaur said:
Weren't they really randy too? (Centaurs, that is)

could be. When i saw this fantastic painting at an art show in 1984, it made me think for a minute there must've been some still around in 1880's.

220px-Nymphs_and_Satyr%2C_by_William-Adolphe_Bouguereau.jpg

image courtesy wikipedia, http://en.wikipedia.org/wiki/Nymphs_and_Satyr
and Met Museum of NY ( I saw it in Montreal)

Got myself a print - wife calls it "Happy Hour"apology extended for off-topic... old jim
 
  • #24
I'd certainly have been up for some of that! Too late now, though. It's all in the mind.
More apologies for off topic.
 
  • #25
All "mechanical advantage" means is you have leverage. A low gear. The amount of work done is the same either way. Once you go past 1:1, you are at a mechanical disadvantage (high gear). Work still remains the same. Just count the teeth on the sprockets and compare them. It's as easy as that. Though bicycle gearing intrinsically will always keep you in the disadvantage zone.
 
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  • #26
Jupiter6 said:
All "mechanical advantage" means is you have leverage. A low gear. The amount of work done is the same either way. Once you go past 1:1, you are at a mechanical disadvantage (high gear). Work still remains the same. Just count the teeth on the sprockets and compare them. It's as easy as that. Though bicycle gearing intrinsically will always keep you in the disadvantage zone.

Mechanical Advantage is not just a conversational term. It is defined term in Mechanics. Mechanical dsisadvantage" has no strict meaning. A bicycle always has a MA of less than unity (maybe there is some specialist hill climbing design to prove that statement's wrong) the expression 'Distance Multiplier' is sometimes used. Using inappropriate terms does not help in technical forums.

It is always best to be talking the same language. When in Rome . . .
 
  • #27
Jupiter6 said:
. The amount of work done is the same either way. Once you go past 1:1, you are at a mechanical disadvantage (high gear). Work still remains the same. Just count the teeth on the sprockets and compare them. It's as easy as that.

If the work remains the same, why do people spend thousands of quid on posh bikes? If all that counted was the teeth on sprockets then you could use a converted postman's bike for racing.
 
  • #28
The high price of performance bikes is simply due to the technological cost of reducing mass while still maintaining strength where it is needed. To manoeuvre competitively requires the rider move the bike quickly relative to the centre of mass.
Since KE = ½ * M * V2, for the same available energy input, a reduction in mass of 2% will give a 1% increase in the speed of manoeuvrability.

Most riders have a power curve that peaks at a cadence of something around 70 RPM. For the maximum available energy to be applied, to overcome wind resistance and rate of climb, their optimum cadence must be matched to the road speed through the sprocket ratio and drive wheel circumference. Changing the mechanical advantage is simply mechanical impedance matching.
 
  • #29
Baluncore said:
The high price of performance bikes is simply due to the technological cost of reducing mass while still maintaining strength where it is needed. To manoeuvre competitively requires the rider move the bike quickly relative to the centre of mass.
Since KE = ½ * M * V2, for the same available energy input, a reduction in mass of 2% will give a 1% increase in the speed of manoeuvrability.

Most riders have a power curve that peaks at a cadence of something around 70 RPM. For the maximum available energy to be applied, to overcome wind resistance and rate of climb, their optimum cadence must be matched to the road speed through the sprocket ratio and drive wheel circumference. Changing the mechanical advantage is simply mechanical impedance matching.
Changing the gear ratio is changing the velocity ratio. This, of course, will affect the MA but not directly and not even, necessarily in the same sense.
And the Mass of the bike has to be accelerated and work done on it. That is dead weight and reduces the Mechanical Advantage. I really don't understand why people are so anxious to avoid using the correct terminology when trying to discuss Physics in detail. It happens all the time and it really can't help anyone to understand things better.

Could you explain what you mean by this, please? And the "speed of manoeuvrability" must also depend upon the mass of the rider, surely? Also, could you help with the 1% 2% thing?
 
  • #30
sophiecentaur said:
And the "speed of manoeuvrability" must also depend upon the mass of the rider, surely?
Surely not.
A cyclist is an inverted pendulum who positions the bike wheels so as to “fall” in the direction they want to turn. Gravitational acceleration is not dependent on the mass of the cyclist so the speed of a manoeuvre is determined by how quickly they can reposition the bike.

The fulcrum of the inverted pendulum is the line between the wheel contact patches. The energy cost of manoeuvring is proportional to the bike mass and speed2 used to reposition the fulcrum = bike.
 
  • #31
Baluncore said:
Surely not.
A cyclist is an inverted pendulum who positions the bike wheels so as to “fall” in the direction they want to turn. Gravitational acceleration is not dependent on the mass of the cyclist so the speed of a manoeuvre is determined by how quickly they can reposition the bike.

The fulcrum of the inverted pendulum is the line between the wheel contact patches. The energy cost of manoeuvring is proportional to the bike mass and speed2 used to reposition the fulcrum = bike.

I guess you are right: that aspect of manoeuvrability is affected by bike mass (Moment of Inertia, actually) than rider mass (what about his legs, though?)
But there are other reasons for wanting a light bike. Manouvering is mainly restricted to cut and thrust competition. Just accelerating must be pretty important, surely - and going uphill. In those cases, it will be Mechanical Advantage and not Velocity Ratio that counts, though. The bike mass and friction contribute to - reduce MA.
 

FAQ: How does bicycle gearing affect mechanical advantage?

How does the number of gears on a bicycle affect mechanical advantage?

The number of gears on a bicycle affects mechanical advantage by providing a range of gear ratios that can be used to adjust the amount of force needed to pedal. More gears allow for finer adjustments, while fewer gears may limit the range of options.

Does the size of the gears impact mechanical advantage?

Yes, the size of the gears does impact mechanical advantage. Larger gears provide a greater mechanical advantage, meaning less force is needed to turn the pedals. Smaller gears provide less mechanical advantage, but allow for a higher pedaling speed.

How does the position of the gears on the bicycle affect mechanical advantage?

The position of the gears on the bicycle affects mechanical advantage by determining the gear ratio. Gears closer to the pedals provide a lower gear ratio, meaning more force is needed to pedal but the bike will be easier to pedal uphill. Gears closer to the wheel provide a higher gear ratio, meaning less force is needed to pedal but the bike will be harder to pedal uphill.

Does the type of terrain affect how bicycle gearing affects mechanical advantage?

Yes, the type of terrain can affect how bicycle gearing affects mechanical advantage. For example, when riding on flat terrain, a higher gear ratio may be more efficient as less force is needed to maintain a steady speed. However, when riding uphill, a lower gear ratio may be more beneficial as it allows for easier pedaling.

How does the rider's strength and fitness level impact the effect of bicycle gearing on mechanical advantage?

The rider's strength and fitness level can impact the effect of bicycle gearing on mechanical advantage. A stronger and more fit rider may be able to handle a higher gear ratio, while a less fit rider may need a lower gear ratio to pedal comfortably. It is important for riders to adjust their gear ratio to match their individual strength and fitness level.

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