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Proof that a QR compresses the axle?

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Old 05-25-17, 03:27 PM
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Originally Posted by Metaluna
To be fair, most people here are discussing WHY it happens, not if it happens. Other than the idiot shop mechanic Robert P talked to, who should not be allowed to touch hubs. Or at least should stick to cartridge bearings.
You've got a point.

If I have some time, I'll throw the problem into solidworks and see what bends first, threads or axle when a clamping force is applied. Although I don't know if I can run analysis on threads.
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Old 05-25-17, 03:29 PM
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Every time I check the play on a brand new, pre-assembled bike, the front wheel bearings are too tight (uncompressed by skewer). This bugs me. I have to make the fine adjustment myself. However, what is the REAL consequence? I've bought may used bikes that have never been serviced, and after servicing tight hubs myself, the bearing balls and cups seem to mesh perfectly time and time again. So my conclusion is that the fine point of splitting hairs of engineering physics (perfectly adjusted vs slightly loose) is really not much of a concern on common bicycles. Just saying. Do as you will.
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Old 05-25-17, 03:35 PM
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Originally Posted by restlessswind
Every time I check the play on a brand new, pre-assembled bike, the front wheel bearings are too tight (uncompressed by skewer).
This is a very-commonly-reported experience. I guess the consequence is that when clamped the bearings are too tightly binding in the races, and there is unnecessary friction, and probably some grinding.
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Old 05-25-17, 03:41 PM
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Originally Posted by RubeRad
This is a very-commonly-reported experience. I guess the consequence is that when clamped the bearings are too tightly binding in the races, and there is unnecessary friction, and probably some grinding.
I agree, but my point is that a properly adjusted hub vs slightly loose for QR bow is nothing to really worry about as compared to most pre-assembled hubs.
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Old 05-25-17, 06:40 PM
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Originally Posted by corrado33
This x1000. Most bike mechanics are young guys who like to RIDE bikes and thought "Hey! I may as well work at a bike store so I can get parts cheaper."

I can almost guarantee you that half of them have never adjusted a hub. (That type of adjustment would be saved for the "head" mechanic... aka the only one who knows what he's doing.)
This guy was the bike store's head mechanic.
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Old 05-25-17, 08:54 PM
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Originally Posted by Metaluna
To be fair, most people here are discussing WHY it happens, not if it happens. Other than the idiot shop mechanic Robert P talked to, who should not be allowed to touch hubs. Or at least should stick to cartridge bearings.
Slop/play/tolerances in the threads on the nuts and axel. When the QR and associated spacers get force on them, it compresses the entire assembly and compesses the hub bearings. I've never tried it but if the 5mm spacers we're threaded or there was a nut on the inside of the dropout on the axle instead of a spacer, I bet that would not happen.

Last edited by u235; 05-25-17 at 08:58 PM.
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Old 05-25-17, 10:19 PM
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Originally Posted by davidad
When I adjust the bearings on my shimano hubs I put the QR through a 7/16" nut on the right side of the hub and close it. I then make the final adjustments to the bearings so that there is a slight amount of drag I can feel. When I open the QR 1/4 there is a small amount of play in the bearings. I tighten up the lock nut and mount the wheel on the bike.\
This puts a small amount of preload with no play at the rim.
+1

Look at Park Tools' website at "hub adjustment". That is essentially how they recommend adjusting the hubs. I use a 10 mm box end wrench instead of a nut, but it is the same technique.
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Old 05-25-17, 11:13 PM
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Originally Posted by Tape2012
You might be surprised that there are many people like me on this forum who are engineers who design and deal with equipment much more critical than a little slop in a bicycle hub. In my first life I designed coil and leaf springs for General Motors, then at another point designed carbon fiber composites for the aerospace industry. Plus there appear to be several people here who have direct applicable experience and knowledge.

I've dealt with many good mechs/techs who could perform the required tasks but did not understand the underlying principles involved, your Park Tool friend appears to be in that camp. You as well.

If you want a written thesis as proof of something that has had a simple work-around forever, I'm certainly not going to set up any text fixtures or do any extensive calcs. I don't come here to work, you'll just have to take my word. Especially when you come here, ask a question, get the correct answer several times then insult the people who helped you. You must be a blast at parties.
What a crappy comment to make. Actually, I haven't needed your help. I can strip, clean, and reassemble bicycle hubs very well, thank you, and have been doing so for around 20 years.

I AM, however, interested in the reasons why, and especially when a popular and seemingly knowledgeable source of bicycle information, the Park Tools website, alludes to the fact that flex in the axle is what causes the bearing surfaces to move closer together, not compression.

So far, only 79pmooney has provided some useful calculations. Thanks.

Maybe you should go away, and peform the experiment that I suggested earlier.
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Old 05-26-17, 02:34 AM
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Originally Posted by Rowan
What a crappy comment to make. Actually, I haven't needed your help. I can strip, clean, and reassemble bicycle hubs very well, thank you, and have been doing so for around 20 years.

I AM, however, interested in the reasons why, and especially when a popular and seemingly knowledgeable source of bicycle information, the Park Tools website, alludes to the fact that flex in the axle is what causes the bearing surfaces to move closer together, not compression.
Think about it. The only difference between an axle compressing or bowing under load is whether the compression is uniform around the circumference of the axle. As a practical matter I am sure due to many factors that the compression is never perfectly uniform, so some small amount of bowing would be expected. But as stated before, there is plenty of play in the threads that any bowing would not affect the bearings.

Your example of squishing a straw is irrelevant, as that would simulate stressing the axle past elastic deformation and into plastic deformation. Of course if you stressed the axle that much it will buckle, the material has to go somewhere.

Originally Posted by Rowan
Maybe you should go away, and peform the experiment that I suggested earlier.
If you want a trained monkey, you got to at least feed me peanuts.
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Old 05-26-17, 04:07 AM
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OK. I am going to let this go. That will make you happy. Of course, I say this because the irrefutable Jobst Brandt said it's compression, although he regarded that as piffling when compared with the forces applied by the chain and rider. I wasn't a fan of Brandt's, but everyone else took his word as gospel, even Sheldon Brown. So there it is.

The essential thing I have got out of this thread is the method. The reason is almost irrelevant. I have a spare axle set downstairs. I might play with it. That way I don't have to pay anyone for my curiosity.
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Old 05-26-17, 05:34 AM
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Originally Posted by corrado33
You've got a point.

If I have some time, I'll throw the problem into solidworks and see what bends first, threads or axle when a clamping force is applied. Although I don't know if I can run analysis on threads.
You'll likely need a more powerful FEA suite than Solidworks for that. Do you have their full FEA package that works on assemblies? What do you do with Solidworks (asking as another curious SW user)?
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Old 05-26-17, 07:25 AM
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Originally Posted by Rowan
But I will go with the Park website and logic and suggest that hollow axles in fact bow, not compress, thus bringing the cones closer together.
One of the first things an engineer learns is how "imprecise" natural language is Does "compression" mean a change in dimension due to the application of force (spring compression) or a reduction in volume of the material (gas compression)? In this case it's the former and the mechanism is radial bowing of the unsupported hollow axle. This isn't linear bowing (i.e. bending, which is what most people think of when the term "bowing" is used) but bowing in the sense of the shape of an old wooden barrel (greater diameter in the middle than the ends).
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Old 05-26-17, 08:30 AM
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Originally Posted by u235
Slop/play/tolerances in the threads on the nuts and axel. When the QR and associated spacers get force on them, it compresses the entire assembly and compesses the hub bearings. I've never tried it but if the 5mm spacers we're threaded or there was a nut on the inside of the dropout on the axle instead of a spacer, I bet that would not happen.
You could also use fender washers where the I.D. is just barely large enough to pass the skewer through, so that they sit on the ends of the axle, rather than slipping over it and pressing against the locknuts. Then when you close the skewer you're only applying force to the axle itself.

My J. A. Stein Hub Axle Vise works this way on one side, but the other side still presses against the locknut. I have however observed some effects when using this device that might support your theory.
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Old 05-26-17, 08:44 AM
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Originally Posted by joejack951
You'll likely need a more powerful FEA suite than Solidworks for that. Do you have their full FEA package that works on assemblies? What do you do with Solidworks (asking as another curious SW user)?
In all honesty I don't use SW very often. I have access through my university and I've used it to design and test a few scientific apparatus here and there. I've also briefly worked at a machine shop that used SW.

I also used it for some rudimentary gas flow simulations to make sure the gasses didn't eddy anywhere. Of course, I can't say exactly that I "know what I'm doing." Although the program itself is easy enough to figure out.
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Old 05-26-17, 10:44 AM
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Originally Posted by restlessswind
Every time I check the play on a brand new, pre-assembled bike, the front wheel bearings are too tight (uncompressed by skewer). This bugs me. I have to make the fine adjustment myself. However, what is the REAL consequence? I've bought may used bikes that have never been serviced, and after servicing tight hubs myself, the bearing balls and cups seem to mesh perfectly time and time again. So my conclusion is that the fine point of splitting hairs of engineering physics (perfectly adjusted vs slightly loose) is really not much of a concern on common bicycles. Just saying. Do as you will.
I agree, have been wrenching bikes for 40+ years, and always properly adjust hubs(no play), and don't worry about the QR compressing the axle. IMHO the thin QR will elongate before the hollow steel axles will compress. My two cents.
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Old 05-26-17, 11:19 AM
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Originally Posted by Kopsis
One of the first things an engineer learns is how "imprecise" natural language is Does "compression" mean a change in dimension due to the application of force (spring compression) or a reduction in volume of the material (gas compression)? In this case it's the former and the mechanism is radial bowing of the unsupported hollow axle. This isn't linear bowing (i.e. bending, which is what most people think of when the term "bowing" is used) but bowing in the sense of the shape of an old wooden barrel (greater diameter in the middle than the ends).
spoken like a true engineer!

attacking the integrity of the question and clouding up everything with facts.

and BTW, when you say 'dimension' are you talking about heighth, width, depth or time?

Last edited by hueyhoolihan; 05-26-17 at 11:26 AM.
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Old 05-26-17, 11:50 AM
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Originally Posted by hueyhoolihan
and BTW, when you say 'dimension' are you talking about heighth, width, depth or time?
Hmm ... hadn't considered the effect of compression in the time dimension. I'm not a strong enough rider to see relativistic effects

Now, a "seasoned" (i.e. old) engineer would skip the FEA software and take the problem now phrased in precise mathematical terms and see if it passes a sniff test. In other words, how much bowing would be needed to appreciably compress the axial dimension. If we use a 130mm OLD as the length and assume we need a 0.010" reduction to see much effect on the bearing, a simple arc length calculation shows that the axle would have to bow out by nearly 3.5mm in the middle to shorten the axle that much.

So my money is with the "thread slack" advocates.
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Old 05-26-17, 12:14 PM
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Originally Posted by Metaluna
You could also use fender washers where the I.D. is just barely large enough to pass the skewer through, so that they sit on the ends of the axle, rather than slipping over it and pressing against the locknuts. Then when you close the skewer you're only applying force to the axle itself.

My J. A. Stein Hub Axle Vise works this way on one side, but the other side still presses against the locknut. I have however observed some effects when using this device that might support your theory.
Put a wheel in a vise and tighten it down on the axel ends. The wheel will still spin freely (up to a point where you physically start to damage the axle which is well past the force any QR can apply). Now clamp down against the spacers instead if possible instead of the axle ends and the wheel bearings will tighten up and start to drag. A QR and/or axle nuts pushes in on the stays simulating the exact process of what happens on the later.

I don't have a vice that can hold a wheel that way but you can simulate this in other ways.
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Old 05-26-17, 12:55 PM
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Originally Posted by Robert P
a thread I started on the subject where it was brought up that the QR compresses the axle slightly and it has to be considered when adjusting the bearings.
You misunderstood something.

QR never "compresses the axle" and no one ever said that neither here nor in any article. (Moreover, QR force actually works to stretch the axle, not to compress it.)

What QR "compresses" is the cone nuts. Regardless of how precise the axle/cone threads are, there will always be certain amount of play in these threads, allowing the cone nuts to "rattle" in and out a little bit when not loaded. As the cones are tightened on a free wheeel, the bearings push them outwards in their threads. The QR "compresses" them inwards. This play between the "outwards" and "inwards" positions of the cone nuts is what's taken out by the QR pressure.

This cone nut play is indeed what to be considered when adjusting the bearings. This is what's usually mentioned in various posts and articles, not some mythical "compression of the axle".
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Old 05-26-17, 01:17 PM
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Originally Posted by AndreyT
You misunderstood something.

QR never "compresses the axle" and no one ever said that neither here nor in any article. (Moreover, QR force actually works to stretch the axle, not to compress it.)
Well I'm saying it so it's not "no one". We put pressure against both ends of the axle, so it compresses. The shaft of the QR stretches. How much from a given force, depends on how much metal is pressed and a quality specific to metal.

What QR "compresses" is the cone nuts.
Yes, there's got to be some "give" in the threads, and the cones are pushed in.
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Old 05-26-17, 02:58 PM
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Originally Posted by wphamilton
Well I'm saying it so it's not "no one". We put pressure against both ends of the axle, so it compresses. The shaft of the QR stretches. How much from a given force, depends on how much metal is pressed and a quality specific to metal.



Yes, there's got to be some "give" in the threads, and the cones are pushed in.
like i said MUCH EARLIER in this hilarious thread... the THREADS are the weakest point, and they deform.

The force required to compress an axle is TREMENDOUS, and no quick release will do that enough to change the overall length of a bike axle, PERIOD.

Park said what they said to SIMPLIFY the concepts involved.... "dumb it down", so to speak...

look into thread contact sometime.... and also look at a threaded surface under extreme magnification....very little interface of material is realized. We bike wrenches are dealing with Deformation of THREADS, not AXLES.... and the "Engineers" responding are mostly book-learnt idiots with calculators, not wrenches and experience.

over-tighten a QR on an axle... examine where the failure occurs.

makes yet another batch of popcorn... bring on the clowns! make sure to use a dead language when describing your fallacies.

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Old 05-26-17, 03:20 PM
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ok, kids... schoolin' time... note the radius at the bottom of the thread valley? it's there for a reason.... it spreads out the shearing force that concentrates at the tighter radius areas of the materials involved.
https://gizmology.net/images/threadprofile.gif

NOW... what's "wrong" in this image, dimensionaly? the thread would not mate up well with a corresponding thread, unless the threads are cut to a too-loose tolerance, much like the cheap chinese axle sets are manufactured to...... Why?

look into "rolled threads", also... because MOST external threads we bike people deal with are ROLLED, not "cut with a die".

Last edited by maddog34; 05-26-17 at 03:31 PM.
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Old 05-26-17, 03:40 PM
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I just put an old style QR through a bare axle and it did not bend. It shortens due to compression and changes the bearing clearance.
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Old 05-26-17, 05:29 PM
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Originally Posted by Rowan
OK. I am going to let this go. That will make you happy. Of course, I say this because the irrefutable Jobst Brandt said it's compression, although he regarded that as piffling when compared with the forces applied by the chain and rider. I wasn't a fan of Brandt's, but everyone else took his word as gospel, even Sheldon Brown. So there it is.

The essential thing I have got out of this thread is the method. The reason is almost irrelevant. I have a spare axle set downstairs. I might play with it. That way I don't have to pay anyone for my curiosity.
I've read, studied and practised bicycle mechanics, as a hobby and passion.
Have heard of Jobst Brandt relatively late in that process. Many of his conclusions have matched, or complemented mine, often backed by an (reasonably sounding and such that they can be tested and confirmed - not sure of the proper English word) explanation why it is so.

I find it hard to find (logical) flaws in his reasoning, while the little (mechanical) engineering knowledge I have leads me to believe many of his statements and opinions on bike mechanics are correct. "The Bicycle Wheel" being a book I'd recommend any bike mechanic, or engineer to read.

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Old 05-26-17, 06:54 PM
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Originally Posted by maddog34
The force required to compress an axle is TREMENDOUS, and no quick release will do that enough to change the overall length of a bike axle, PERIOD.
Wrong. If you don't believe elastic deformation occurs at relatively low pressures, step on your bathroom scale. If it reads your weight it is because metal is compressing and a variable resistor is measuring that tiny amount of deformation.

Originally Posted by maddog34
look into thread contact sometime.... and also look at a threaded surface under extreme magnification....very little interface of material is realized. We bike wrenches are dealing with Deformation of THREADS, not AXLES.... and the "Engineers" responding are mostly book-learnt idiots with calculators, not wrenches and experience.
This is partially true. The contact area within the thread is relatively small and the initial elastic deformation will occur there first, but will eventually involve the axial dimension of the axle as forces equalize. I don't believe anyone here said that there wasn't some slop in the threads. But your assertion that all of the deformation occurs in the threads is just wrong.

Originally Posted by maddog34
ok, kids... schoolin' time... note the radius at the bottom of the thread valley? it's there for a reason.... it spreads out the shearing force that concentrates at the tighter radius areas of the materials involved.
https://gizmology.net/images/threadprofile.gif
The fillet at the bottom of the thread significantly improves the fatigue life of a bolt in applications such as engines. It does not significantly affect the strength of the threads, at least in the elastic zone that we are dealing with here. In a bike axle, the fillet has zero effect one way or the other.

Originally Posted by maddog34
look into "rolled threads", also... because MOST external threads we bike people deal with are ROLLED, not "cut with a die".
Rolled threads are extensively used because they are much less expensive to manufacture and the cold working effect and the resulting grain structure of the rolling process produces a stronger thread.

Originally Posted by Tape2012
I've dealt with many good mechs/techs who could perform the required tasks but did not understand the underlying principles involved.
I've spent a good part of my career teaching my maintenance guys the engineering involved in the equipment they are dealing with because it makes them better mechanics. The best are the ones who have a curiosity and want to understand why things are designed the way they are.
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