Assembly checklist?
#1
Thread Starter
Senior Member

Joined: Nov 2005
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From: NW Ohio
Bikes: 1984 Miyata 310, 1986 Schwinn Sierra, 1987 Ross Mt. Hood, 1988 Schwinn LeTour, 1988 Trek 400T, 1981 Fuji S12-1977 Univega Grand Rally, S LTD, 1973 Sears Free Spirit 531, 197? FW Evans
Assembly checklist?
Does anyone use some kind of checklist or assembly procedure when building up a bike? Or, do you just work in a logical order? I work at a nuclear plant and virtually everything we do is step-by-step, using a procedure and crossing off each step as it is completed. Obviously, assembling a bike carries a lot less risk than a nuclear plant, but finding your stem loose as you round a corner isn't good either. Or having to take something apart because you forgot an earlier step. I've built up several bikes with no major mishaps, but I was just curious how others are doing it.
#2
I do it in a logical order, meaning headset and bottom bracket prior to cables and housings. Once I'm done, though, and before I ride I do a quick check of things like wheel attatchments, headset & stem, saddle/seatpost, brake levers.
Sometimes I will leave those items not at their final torque specs since I'm adjusting, but before I ride they all get checked.
Sometimes I will leave those items not at their final torque specs since I'm adjusting, but before I ride they all get checked.
#3
There's a pretty basic order on some parts that must be followed but I don't think it matters if you do the headset before the bottom bracket or hang brakes before derailleurs.
For me, sourcing parts and having components cleaned and prepped usually dictate more of the build order. I'm usually building wheels toward the end and the last things I always do are cables and bar tape.
For me, sourcing parts and having components cleaned and prepped usually dictate more of the build order. I'm usually building wheels toward the end and the last things I always do are cables and bar tape.
#4
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From: Rochester, NY
Bikes: Stewart S&S coupled sport tourer, Stewart Sunday light, Stewart Commuting, Stewart Touring, Co Motion Tandem, Stewart 3-Spd, Stewart Track, Fuji Finest, Mongoose Tomac ATB, GT Bravado ATB, JCP Folder, Stewart 650B ATB
I have no written list although I have used the Barnet check list system when teaching my employees before. This is a very complete approach, not sure how current it is as my manuals were from the early 1990s before suspension/disks/et al.
But my personal method is to work from within and extend out. Take a wheel- To true it one needs to insure that the hub is well adjusted which means the cones and lock nuts are first properly counter tightened on the axle. Only then will working on the spokes have real meaning. And to seat a tire the rim must be true first. Brakes. The lever must be tight before the cable can be dealt with just as the caliper has to be adjusted before the cable is dealt with (in this case there's two "centers"). Then the cable is added. But before the final brake system is set the wheel needs to be so first. And so on.
I also tend to work on the bike front to rear. This comes from assembling so many boxed bikes and that ft wheels and bars are not installed yet. Getting the front done first reduced the parts dangling or about quickly. I tend to do the FINAL headset at the end as without being able to lock the front brake on and then rock the bike back and forth any headset adjustment is using only a portion of the possible feedback available. Andy.
But my personal method is to work from within and extend out. Take a wheel- To true it one needs to insure that the hub is well adjusted which means the cones and lock nuts are first properly counter tightened on the axle. Only then will working on the spokes have real meaning. And to seat a tire the rim must be true first. Brakes. The lever must be tight before the cable can be dealt with just as the caliper has to be adjusted before the cable is dealt with (in this case there's two "centers"). Then the cable is added. But before the final brake system is set the wheel needs to be so first. And so on.
I also tend to work on the bike front to rear. This comes from assembling so many boxed bikes and that ft wheels and bars are not installed yet. Getting the front done first reduced the parts dangling or about quickly. I tend to do the FINAL headset at the end as without being able to lock the front brake on and then rock the bike back and forth any headset adjustment is using only a portion of the possible feedback available. Andy.
#6
Bike Butcher of Portland


Joined: Jul 2014
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From: Portland, OR
Bikes: It's complicated.
I have no written list although I have used the Barnet check list system when teaching my employees before. This is a very complete approach, not sure how current it is as my manuals were from the early 1990s before suspension/disks/et al.
But my personal method is to work from within and extend out. Take a wheel- To true it one needs to insure that the hub is well adjusted which means the cones and lock nuts are first properly counter tightened on the axle. Only then will working on the spokes have real meaning. And to seat a tire the rim must be true first. Brakes. The lever must be tight before the cable can be dealt with just as the caliper has to be adjusted before the cable is dealt with (in this case there's two "centers"). Then the cable is added. But before the final brake system is set the wheel needs to be so first. And so on.
I also tend to work on the bike front to rear. This comes from assembling so many boxed bikes and that ft wheels and bars are not installed yet. Getting the front done first reduced the parts dangling or about quickly. I tend to do the FINAL headset at the end as without being able to lock the front brake on and then rock the bike back and forth any headset adjustment is using only a portion of the possible feedback available. Andy.
But my personal method is to work from within and extend out. Take a wheel- To true it one needs to insure that the hub is well adjusted which means the cones and lock nuts are first properly counter tightened on the axle. Only then will working on the spokes have real meaning. And to seat a tire the rim must be true first. Brakes. The lever must be tight before the cable can be dealt with just as the caliper has to be adjusted before the cable is dealt with (in this case there's two "centers"). Then the cable is added. But before the final brake system is set the wheel needs to be so first. And so on.
I also tend to work on the bike front to rear. This comes from assembling so many boxed bikes and that ft wheels and bars are not installed yet. Getting the front done first reduced the parts dangling or about quickly. I tend to do the FINAL headset at the end as without being able to lock the front brake on and then rock the bike back and forth any headset adjustment is using only a portion of the possible feedback available. Andy.
That works too!
__________________
If someone tells you that you have enough bicycles and you don't need any more, stop talking to them. You don't need that kind of negativity in your life.
If someone tells you that you have enough bicycles and you don't need any more, stop talking to them. You don't need that kind of negativity in your life.
#7
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From: San Mateo,Ca.
Bikes: TRIMMED DOWN THE HERD
My checklist is all in my brain. 
Seriously though, I don't really have anything done in order other than bb and headset/fork/stem go on first before everything else.

Seriously though, I don't really have anything done in order other than bb and headset/fork/stem go on first before everything else.
#8
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Joined: Nov 2013
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From: Near Pottstown, PA: 30 miles NW of Philadelphia
Bikes: 2 Trek Mtn, Cannondale R600 road, 6 vintage road bikes
I do it in a logical order, meaning headset and bottom bracket prior to cables and housings. Once I'm done, though, and before I ride I do a quick check of things like wheel attachments, headset & stem, saddle/seatpost, brake levers.
Sometimes I will leave those items not at their final torque specs since I'm adjusting, but before I ride they all get checked.
Sometimes I will leave those items not at their final torque specs since I'm adjusting, but before I ride they all get checked.
So, like VV, headset / fork first so I can, then, put in the wheels and the bar/stem and move the bike around , store it elsewhere. Next BB and the cranks. Like VV, I often do not final torque anything as I'm also checking fit and alignment and the interaction of the parts - which may require I back up somewhere to rework.
Then its a mind game so I hang all major parts - brakes, levers, shifters, RD, FD, chain, etc - so it really looks like a bicycle, like the final result will be. This keeps me motivated to stay at it and allows me to, sometimes, just sit on a bucket and stare at the thing and contemplate. All the details after this are as I feel like it, housing, cables and adjustments last.
Do the final torque of everything and ride it down to the mail box and back. Check it all over and see what was missed or loosened. Then ride around the block. Check it all over again. Then ride 10 or 15 miles and check everything again including re-true the wheels and check spoke tensions, BB play, HS play, hub cones. Should be AOK then but I make it earn my trust over the next few weeks.
#9
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Joined: May 2013
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From: Pacific Northwest
Bikes: ‘87 Marinoni SLX Sports Tourer, ‘79 Miyata 912 by Gugificazione
Plenty of good advice in all the above, to which I will add:
I always go back at the end of a build or adjustment and check tightness of everything I've touched. That's particularly important with anything involving brakes and their cables.
I always go back at the end of a build or adjustment and check tightness of everything I've touched. That's particularly important with anything involving brakes and their cables.
#10
weapons-grade bolognium


Joined: Dec 2008
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From: Across the street from Chicago
Bikes: Battaglin Cromor, Ciocc Designer 84, Schwinn Superior 1981
1. Build it
2. Ride it
3. Tighten anything that comes loose
2. Ride it
3. Tighten anything that comes loose
Last edited by thinktubes; 04-09-17 at 12:37 PM.
#11
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Joined: Dec 2014
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From: Fernandina Beach FL
Bikes: Vintage Japanese Bicycles, Tange, Ishiwata, Kuwahara
Wait till everything I ordered from Asia arrives. Get all the old parts clean as a whistle. Fix a giant 3X 1liter cocktail. Start with the drivetrain bottom bracket, drivetrain components, wheels, then, forks, handlebars, levers & cables, seat, & last of all - chain. Then, begin adjusting. If you start after dinner around 7 then you might get in bed by midnight.
#12
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Joined: Nov 2013
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From: Near Pottstown, PA: 30 miles NW of Philadelphia
Bikes: 2 Trek Mtn, Cannondale R600 road, 6 vintage road bikes
BTDT. When I built the Limerick Nuclear Station (dual 1100mw BWR) we had an mantra: "when the paperwork weighs as much as the plant, we'll be ready to start it up." Took me ages to get that 'written procedure for everything AND two back up procedures' out of my head.
#14
A study was done a while ago comparing hospitals that use checklists and those that don't.
Most doctors went into the study saying "I don't need a checklist."
Those that went along (grudgingly, usually) with the checklist idea found that their error rates were reduced to a statistically significant degree.
Hospitals that instituted an institution-wide checklist policy reduced their costs resulting from malpractice suits, insurance, etc., by an average of 20%.
Worth thinking about for the mechanics here who trust their instincts implicitly.
Most doctors went into the study saying "I don't need a checklist."
Those that went along (grudgingly, usually) with the checklist idea found that their error rates were reduced to a statistically significant degree.
Hospitals that instituted an institution-wide checklist policy reduced their costs resulting from malpractice suits, insurance, etc., by an average of 20%.
Worth thinking about for the mechanics here who trust their instincts implicitly.
#16
Senior Member

Joined: Dec 2014
Posts: 3,598
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From: Fernandina Beach FL
Bikes: Vintage Japanese Bicycles, Tange, Ishiwata, Kuwahara
Yeah, I generally build bicycles to relax & for a hobby. I have a detached garage. Dad's pad when mom's mad. Turn on the tunes, pop a couple tops, and, get a nice buzz while building bikes. (Avoid having to watch dreadful television shows & listen to my wife ***** about everything I need to fix around the house). Be good. Have fun.
#17
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From: Fredericksburg, Va
Bikes: ? Proteous, '65 Frejus TDF, '73 Bottecchia Giro d'Italia, '83 Colnago Superissimo, '84 Trek 610, '84 Trek 760, '88 Pinarello Veneto, '88 De Rosa Pro, '89 Pinarello Montello, 'Litespeed Catalyst'94 Burley Duet, 97 Specialized RockHopper, 2010 Langster
I have followed much of what was mentioned above. However, I have found that putting the drive side crank on last avoids damage to my hands and arms or knee or other body part. Then the chain. The rest of the activities are adjustments.
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Bikes don't stand alone. They are two tired.
Bikes don't stand alone. They are two tired.
#18
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Joined: Nov 2011
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From: Port Angeles, WA
Bikes: A green one, "Ragleigh," or something.
A study was done a while ago comparing hospitals that use checklists and those that don't.
Most doctors went into the study saying "I don't need a checklist."
Those that went along (grudgingly, usually) with the checklist idea found that their error rates were reduced to a statistically significant degree....
Most doctors went into the study saying "I don't need a checklist."
Those that went along (grudgingly, usually) with the checklist idea found that their error rates were reduced to a statistically significant degree....
Although, when I personally build a nuke plant, I usually just have a few beers, a few bong hits and have at it. Any leftover parts just get tossed in the junk drawer.
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● 1971 Grandis SL ● 1972 Lambert Grand Prix frankenbike ● 1972 Raleigh Super Course fixie ● 1973 Nishiki Semi-Pro ● 1979 Motobecane Grand Jubile ●1980 Apollo "Legnano" ● 1984 Peugeot Vagabond ● 1985 Shogun Prairie Breaker ● 1986 Merckx Super Corsa ● 1987 Schwinn Tempo ● 1988 Schwinn Voyageur ● 1989 Bottechia Team ADR replica ● 1990 Cannondale ST600 ● 1993 Technium RT600 ● 1996 Kona Lava Dome ●
● 1971 Grandis SL ● 1972 Lambert Grand Prix frankenbike ● 1972 Raleigh Super Course fixie ● 1973 Nishiki Semi-Pro ● 1979 Motobecane Grand Jubile ●1980 Apollo "Legnano" ● 1984 Peugeot Vagabond ● 1985 Shogun Prairie Breaker ● 1986 Merckx Super Corsa ● 1987 Schwinn Tempo ● 1988 Schwinn Voyageur ● 1989 Bottechia Team ADR replica ● 1990 Cannondale ST600 ● 1993 Technium RT600 ● 1996 Kona Lava Dome ●
Last edited by Lascauxcaveman; 04-09-17 at 05:51 PM.
#19
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Joined: Jun 2015
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From: Melbourne, Australia
Bikes: 1974 Copper Raleigh International, 1975 Olive Green Raleigh Grand Prix, 1974 Raleigh Europa Custom
#20
Headset cups
Fork crown race
Fork/frame grease and assemble
Insert "stand seatpost" and place frame in stand by clamping stand (if an odd size then lightly clamp top tube with soft towel protecting paint)
BB Chase
BB install (various degrees of complexity)
BB taper greas
Pedal thread inspection
Removal thread inspection
DS crank installation and runout check
NDS crank install
Dust caps
Stem and handle bars
Put wheels and tires on for initial fit (especially stem height)
Shifter/brifter mount
DT cable stop mount (depending) w threadlock
Rd grease and install
Insert cassette or fw
Insert rear wheel to frame
Rd stop adjusting
Find the right furrles to match frame
Fd alignment to chainring
Fd install light pressure
Adjust FD cable stops
Remove chain links to largest possibility
Install chain
Shifter cables inner insert into brifter or DT shifter
If brifters, carefully determine outside cable length and match each side, cut and dry fit
Trim or grind outer cable ends flat
Open cable inner wit dental tool and make sure inner cable passes through smoothly
Fit together cables
Tape all cables to bars with electrical tape at a few points as you go to maintain their proper position
Cable rest of the RD with appropriate furrles
Make sure brifter/rear shifter on little cog setting
Pull cable to remove slack
Set rd clamp lightly
Quick RD adjust on inner ring
Reset rd cable attachment if needed, lightly
Adjust FD brifter to low ring setting
Pull slack
Initial cable clamp of FD
Note SRAM modern FD's are completely different
Test and adjust the FD
Move chain to big ring and tune RD
Remove a chain link if needed
Put insulation pad on top tube to avoid dents
Install front wheel
Install brake calipers
Adjust pads to wheel, toe in etc
Slightly unscrew adjusters
Install brake inner cables
Inspect, measure and cut outer cables
Trim or grind cable ends flat
Open inner cable with dental pick and make sure inner cable passes smoothly
Fit up brake cables and tape to bars as needed
Use clamp or third hand tool to do initial cable clamping of brakes
Use adjusters to set brake play
Hard pull brakes to remove slack
Reinspect and adjust until proper
More fully clamp all cables and FD
Grease pedal threads add washers and install pedals
Remove stand seatpost and put the actual seat and post on the bike
Adjust height
Test ride then retune derailleur and brakes as needed
Tape bars
Install bottle cages if any
Take numerous DS photos
Post them on BF
Fork crown race
Fork/frame grease and assemble
Insert "stand seatpost" and place frame in stand by clamping stand (if an odd size then lightly clamp top tube with soft towel protecting paint)
BB Chase
BB install (various degrees of complexity)
BB taper greas
Pedal thread inspection
Removal thread inspection
DS crank installation and runout check
NDS crank install
Dust caps
Stem and handle bars
Put wheels and tires on for initial fit (especially stem height)
Shifter/brifter mount
DT cable stop mount (depending) w threadlock
Rd grease and install
Insert cassette or fw
Insert rear wheel to frame
Rd stop adjusting
Find the right furrles to match frame
Fd alignment to chainring
Fd install light pressure
Adjust FD cable stops
Remove chain links to largest possibility
Install chain
Shifter cables inner insert into brifter or DT shifter
If brifters, carefully determine outside cable length and match each side, cut and dry fit
Trim or grind outer cable ends flat
Open cable inner wit dental tool and make sure inner cable passes through smoothly
Fit together cables
Tape all cables to bars with electrical tape at a few points as you go to maintain their proper position
Cable rest of the RD with appropriate furrles
Make sure brifter/rear shifter on little cog setting
Pull cable to remove slack
Set rd clamp lightly
Quick RD adjust on inner ring
Reset rd cable attachment if needed, lightly
Adjust FD brifter to low ring setting
Pull slack
Initial cable clamp of FD
Note SRAM modern FD's are completely different
Test and adjust the FD
Move chain to big ring and tune RD
Remove a chain link if needed
Put insulation pad on top tube to avoid dents
Install front wheel
Install brake calipers
Adjust pads to wheel, toe in etc
Slightly unscrew adjusters
Install brake inner cables
Inspect, measure and cut outer cables
Trim or grind cable ends flat
Open inner cable with dental pick and make sure inner cable passes smoothly
Fit up brake cables and tape to bars as needed
Use clamp or third hand tool to do initial cable clamping of brakes
Use adjusters to set brake play
Hard pull brakes to remove slack
Reinspect and adjust until proper
More fully clamp all cables and FD
Grease pedal threads add washers and install pedals
Remove stand seatpost and put the actual seat and post on the bike
Adjust height
Test ride then retune derailleur and brakes as needed
Tape bars
Install bottle cages if any
Take numerous DS photos
Post them on BF
Last edited by Chrome Molly; 04-10-17 at 05:59 AM.
#21
Bike Butcher of Portland


Joined: Jul 2014
Posts: 12,447
Likes: 7,981
From: Portland, OR
Bikes: It's complicated.
#22
Bike Butcher of Portland


Joined: Jul 2014
Posts: 12,447
Likes: 7,981
From: Portland, OR
Bikes: It's complicated.
On the other hand, this is reasonable method.
__________________
If someone tells you that you have enough bicycles and you don't need any more, stop talking to them. You don't need that kind of negativity in your life.
If someone tells you that you have enough bicycles and you don't need any more, stop talking to them. You don't need that kind of negativity in your life.
#23
My answer is pretty much the same as Andrew R Stewart's above, and for the same reason that it's become a habit from working in bikes shops:
My method when assembling new bikes is generally to work front-to-back, top-to-bottom, with a few exceptions when it makes sense to hang something on the bike, or put a component that involves a sub-assembly together, earlier in the process just to keep things organized, or the handful of things it's easier to finish when the almost complete bike is out of the stand. Then I test ride the bike and do any final adjustments required.
Going in order helps me avoid missing anything even if I'm distracted, tired, unfocused, am interrupted during the process, etc.
When doing a personal build (vintage or otherwise) I might hang parts on the frame as I gradually acquire them, but when I have everything in place I always do a final checkover according to my standard procedure before actually going out for a ride.
My method when assembling new bikes is generally to work front-to-back, top-to-bottom, with a few exceptions when it makes sense to hang something on the bike, or put a component that involves a sub-assembly together, earlier in the process just to keep things organized, or the handful of things it's easier to finish when the almost complete bike is out of the stand. Then I test ride the bike and do any final adjustments required.
Going in order helps me avoid missing anything even if I'm distracted, tired, unfocused, am interrupted during the process, etc.
When doing a personal build (vintage or otherwise) I might hang parts on the frame as I gradually acquire them, but when I have everything in place I always do a final checkover according to my standard procedure before actually going out for a ride.
#24
Thread Starter
Senior Member

Joined: Nov 2005
Posts: 4,040
Likes: 2,120
From: NW Ohio
Bikes: 1984 Miyata 310, 1986 Schwinn Sierra, 1987 Ross Mt. Hood, 1988 Schwinn LeTour, 1988 Trek 400T, 1981 Fuji S12-1977 Univega Grand Rally, S LTD, 1973 Sears Free Spirit 531, 197? FW Evans
A study was done a while ago comparing hospitals that use checklists and those that don't.
Most doctors went into the study saying "I don't need a checklist."
Those that went along (grudgingly, usually) with the checklist idea found that their error rates were reduced to a statistically significant degree.
Hospitals that instituted an institution-wide checklist policy reduced their costs resulting from malpractice suits, insurance, etc., by an average of 20%.
Worth thinking about for the mechanics here who trust their instincts implicitly.
Most doctors went into the study saying "I don't need a checklist."
Those that went along (grudgingly, usually) with the checklist idea found that their error rates were reduced to a statistically significant degree.
Hospitals that instituted an institution-wide checklist policy reduced their costs resulting from malpractice suits, insurance, etc., by an average of 20%.
Worth thinking about for the mechanics here who trust their instincts implicitly.
Thanks to everyone for the responses. I was just wondering what other people used as a sanity check before sending a bike out the door. And even if I think I know what I am doing, someone else may have another way that I hadn't thought of. Like setting the brake lever body parallel to the downtube instead of using a straight edge off the handlebar drops. Who knew?
#25
Senior Member


Joined: Apr 2009
Posts: 39,897
Likes: 3,865
From: New Rochelle, NY
Bikes: too many bikes from 1967 10s (5x2)Frejus to a Sumitomo Ti/Chorus aluminum 10s (10x2), plus one non-susp mtn bike I use as my commuter
Years (eons) ago, when learning to work with heavy machinery I was given this bit of advice, which I appy to many of the things I do.
Always do the same job the same way -- every time. Doing things the same way develops habits and like any kind of drilling, allows us to work without thinking, yet staying on track.
So, I'm a firm believer in ingrained habit and don't use checklists for anything I do on any kind of regular basis.
Often, on the way to the airport, Deb would ask me "are you sure you locked the front door?" Rather than turn I just say yes, and in fact I am sure. Why? because I'm just about incapable of leaving the house without locking the door, and not doing so requires active thought. Which is why I've so often locked Deb out if she's working in the yard when I leave.
So, my advice to anyone reading this is the same as I got all those years ago.
Develop habits and routines for mechanical work, and always do the same job the same way.
Always do the same job the same way -- every time. Doing things the same way develops habits and like any kind of drilling, allows us to work without thinking, yet staying on track.
So, I'm a firm believer in ingrained habit and don't use checklists for anything I do on any kind of regular basis.
Often, on the way to the airport, Deb would ask me "are you sure you locked the front door?" Rather than turn I just say yes, and in fact I am sure. Why? because I'm just about incapable of leaving the house without locking the door, and not doing so requires active thought. Which is why I've so often locked Deb out if she's working in the yard when I leave.
So, my advice to anyone reading this is the same as I got all those years ago.
Develop habits and routines for mechanical work, and always do the same job the same way.
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FB
Chain-L site
An ounce of diagnosis is worth a pound of cure.
Just because I'm tired of arguing, doesn't mean you're right.
“One accurate measurement is worth a thousand expert opinions” - Adm Grace Murray Hopper - USN
WARNING, I'm from New York. Thin skinned people should maintain safe distance.










