Threadless headset tightening issue
#1
Threadless headset tightening issue
Got my Cane Creek 40 external cup headset installed, got the fork through and trying to test out some stem lengths/rises before I buy the final one. So currently working with a taller steerer and a chimney of spacers. I’ve got the stem where I want to try it but I can’t seem to get the headset to tighten properly.
when leaving a some spacer above the top of the steerer tube so it doesn’t bottom out, I can’t get it to tighten just right. When I snug the top cap bolt to a reasonable tension, it snugs everything noticeably too tight. The fork won’t spin freely and loosely. The only way to get it to a spin freely leaves the top cap way too loose (like I can spin it with my fingers.)


what am I doing wrong?
when leaving a some spacer above the top of the steerer tube so it doesn’t bottom out, I can’t get it to tighten just right. When I snug the top cap bolt to a reasonable tension, it snugs everything noticeably too tight. The fork won’t spin freely and loosely. The only way to get it to a spin freely leaves the top cap way too loose (like I can spin it with my fingers.)


what am I doing wrong?
#2
Senior Member


Joined: Mar 2016
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From: Sussex County, Delaware
Are you sure you have the headset/bearings installed correctly, with the bearings the right side up? I am not trying to me a wise ass, but are you doing the top cap bolt before the tightening the stem bolts?
#4
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Joined: Sep 2020
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Not sure it has anything to do with your issue, but I've got that headset on a few of my bikes, and I always run a very thin spacer ( 1 or 2mm) between the top of it and the stem. I also really dislike that kind of top cap; maybe try one that's flatter on the bottom?
#6
I've seen bearings installed upside down, the compression ring installed in all sorts of (incorrect) places, the already mentioned not loosening the stem bolts before trying to adjust. It's unbelievable to me how many seemingly intelligent people can absolutely **** up something so simple.
#7
I’m 90% sure the bearings are the right orientation but I will double check.
I was not tightening the stem bolts before tightening the top cap. I thought you left it loose so that the top cap could compress the entire column down snugly, then you tightened the pinch bolts. Am I wrong?
And yes I put a 2.5mm spacer between the top of the headset and the bottom of the stem. I started out with a 5mm spacer, swapped it for the smaller one - but has the same issue.
I was not tightening the stem bolts before tightening the top cap. I thought you left it loose so that the top cap could compress the entire column down snugly, then you tightened the pinch bolts. Am I wrong?
And yes I put a 2.5mm spacer between the top of the headset and the bottom of the stem. I started out with a 5mm spacer, swapped it for the smaller one - but has the same issue.
#8
Senior Member


Joined: Mar 2016
Posts: 3,678
Likes: 2,053
From: Sussex County, Delaware
You are right about the tightening sequence, top cap just until it is snug, then stem bolts. If the bearings and compression ring are installed correctly, I do not know what your issue is. I still suspect it is one of those. To ensure correct assembly, have you dis-assembled the headset and looked at the instructions on the assembly? It sounds to me like it is the compression ring. I have had this happen. It is quite easy to error on the placement and positioning.
#9
Method to My Madness

Joined: Nov 2020
Posts: 4,731
Likes: 2,069
From: Orange County, California
Bikes: Trek FX 2, Cannondale Synapse x2, Cannondale CAAD4, Santa Cruz Stigmata 3
These are the instructions for the Cane Creek 40 EC headset: 40 EC & ZS Instructions (canecreek.com).
I have no idea what step #2 shows. As for step #3, I echo the above advice to make sure each piece shown is in the correct (i.e., not upside down) orientation.
I have no idea what step #2 shows. As for step #3, I echo the above advice to make sure each piece shown is in the correct (i.e., not upside down) orientation.
#10
So I double checked and everything is in the right way as far as I can tell. The beveled edges of the bearing rings both face into their respective cups. The top assembly is all one piece - I assume this includes the compression ring which that video mentions. Because there aren’t any more parts, and the exploded diagram in the manual doesn’t mention anything else.
see pics below:



see pics below:



#12
Method to My Madness

Joined: Nov 2020
Posts: 4,731
Likes: 2,069
From: Orange County, California
Bikes: Trek FX 2, Cannondale Synapse x2, Cannondale CAAD4, Santa Cruz Stigmata 3
Got my Cane Creek 40 external cup headset installed, got the fork through and trying to test out some stem lengths/rises before I buy the final one. So currently working with a taller steerer and a chimney of spacers. I’ve got the stem where I want to try it but I can’t seem to get the headset to tighten properly.
when leaving a some spacer above the top of the steerer tube so it doesn’t bottom out, I can’t get it to tighten just right. When I snug the top cap bolt to a reasonable tension, it snugs everything noticeably too tight. The fork won’t spin freely and loosely. The only way to get it to a spin freely leaves the top cap way too loose (like I can spin it with my fingers.)


what am I doing wrong?
when leaving a some spacer above the top of the steerer tube so it doesn’t bottom out, I can’t get it to tighten just right. When I snug the top cap bolt to a reasonable tension, it snugs everything noticeably too tight. The fork won’t spin freely and loosely. The only way to get it to a spin freely leaves the top cap way too loose (like I can spin it with my fingers.)


what am I doing wrong?
[2] Do you experience the same problem if you move at least one spacer to between the stem and top cover assembly? I think you should try this. Your problem sounds like at least two components within the whole stack are not sitting flush against each other.
#13
[1] When the whole stack is assembled, is the top cap shown in the second photo sitting (a) on top of or (b) within the inner circumference of the top spacer shown in the first photo?
[2] Do you experience the same problem if you move at least one spacer to between the stem and top cover assembly? I think you should try this. Your problem sounds like at least two components within the whole stack are not sitting flush against each other.
[2] Do you experience the same problem if you move at least one spacer to between the stem and top cover assembly? I think you should try this. Your problem sounds like at least two components within the whole stack are not sitting flush against each other.
i did have a 5mm spacer between the stem and the top of the headset. Also tried it with a 2.5mm.
#14
Senior Member


Joined: Mar 2016
Posts: 3,678
Likes: 2,053
From: Sussex County, Delaware
Are the cups pressed in on the level with the head tube? I sort of remember having a similar issue with a CC 40 the first time I installed one. Not saying you did this, but, I mistakenly installed the cups top on bottom, bottom on top. and one was not level in the tube. Once corrected, all was good. I have installed a couple since with no issues.
#15
Method to My Madness

Joined: Nov 2020
Posts: 4,731
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From: Orange County, California
Bikes: Trek FX 2, Cannondale Synapse x2, Cannondale CAAD4, Santa Cruz Stigmata 3
the sci guy Any updates? Hope you have solved this problem. My headset arrives tomorrow.
#17
Method to My Madness

Joined: Nov 2020
Posts: 4,731
Likes: 2,069
From: Orange County, California
Bikes: Trek FX 2, Cannondale Synapse x2, Cannondale CAAD4, Santa Cruz Stigmata 3
What does interference mean in this context? Sorry if I am asking a super noob question, but I have never replaced a headset before.
#18
Senior Member

Joined: Jun 2018
Posts: 2,529
Likes: 1,976
From: SW Ohio
The top cap is there to provide headset bearing preload. It can't do that if the top cap makes contact with the top of the steerer tube or star nut. Read "makes contact" to also include "interference".
#19
the sci guy Any updates? Hope you have solved this problem. My headset arrives tomorrow.







