Bicycle brake systems

Early bicycles such as the high wheeledincluding water and mud. They also avoid the
penny-farthing bikes had no brakes as we wouldproblem that rim brakes have of wearing out the
recognize them today. As the machines werewheel rims, especially in muddy conditions, as well
fixed gear bicycles a rider could reduce speed byas the requirement that the rim be true. Also, disc
reversing the thrust on the pedals. Otherwise, abrakes offer better modulation of braking power
rider who wanted to stop quickly had to jump offand generally require less finger effort to achieve
the bike as it was moving. Unsurprisingly therethe same braking power. The disadvantages are
were many accidents, some of them fatal, whichthat they are usually heavier and more expensive
limited the appeal of cycling mostly to young andthan rim brakes, and require a hub built to accept
adventurous men.the disc and a bicycle frame or fork built to
The 1870s saw the development of the "safetyaccept the caliper. Also, rigid forks on road bikes
bicycle" which was roughly the bicycle we wouldand tandems that are made to handle the forces
recognize today, with two wheels of equal size,of a front disc brake are heavier and may not
initially with solid rubber tires. These werehave the ride quality of a regular fork.
generally equipped with a front spoon brake andFurthermore, a disc brake puts more stress on a
no rear brake, although with no free wheel,wheel's spokes than a rim brake, since the torque
back-pedalling was an option. This wasof braking occurs between the hub and the rim
undoubtedly a big improvement on having nowith disc brakes, unlike with rim brakes. For this
brakes at all, but it was not very powerful andreason, cross-lacing of spokes is usually employed
almost useless in wet weather.with disc brakes, while rim brakes sometimes
With the introduction of the pneumatic tire alsoallow the option of lighter radial lacing.
came the next advance in bicycle braking aroundThere are two general categories of disc brakes,
the 1890s, the invention of the rim brake. This ismechanical and hydraulic. Mechanical disc brakes
the type of brake most commonly used on(which are almost always less expensive than
bicycles today. Track bicycles, however, whichhydraulic) use regular brake cables and levers to
are ridden at top speed continuously, continue toactuate the pads. Hydraulic disc brakes use fluid
be built with no brakes; since they are fixed gearfrom a resevoir, pushed through a hose, to
bicycles, braking on these bikes is still achievedactuate the pistons in the disc caliper, that then
only by reversing the force on the pedals. This isactuate the pads. Hydraulic disc brakes
not a disadvantage for the very specializedoccasionally require bleeding of the brake lines to
manner in which these bicycles are ridden.remove air bubbles. There are two types of
Types of bicycle brakesbrake fluid used in disc brakes today: mineral oil
Rim brakesand DOT fluid. Mineral oil is generally inert and while
There are several types of rim brakes. In all ofDOT has a higher boiling point, it is known to be
these designs, the braking force is applied by thecorrosive to frame paint. The two are generally
rider squeezing a lever mounted on the handlebar;interchangeable as the different fluids may cause
this causes friction pads (usually made of leatherseals to swell or be corroded
or rubber) to contact the rim of the rotatingMany disc brakes have their two pads actuated
wheel, thus slowing it and the bicycle.from both sides of the caliper, while some (less
Rod brakes use a series of rods and pivotsexpensive in both hydraulic and mechanical
(rather than Bowden cables) to pull the frictionvarieties) have only one pad that moves. Many
pads upwards onto the inner surface (facing thehydraulic disc brakes have a self-adjusting
hub) of the wheel rim. They were often calledmechanism so as the brake pad wears, the
"stirrup brakes" due to their shape. In order to fitpistons will keep the distance from the pad to the
the rear wheel as well as the more directlydisc consistent in order to maintain the same
actuated front wheel, these brakes need abrake lever throw. Mechanical discs have a manual
mechanism to transmit the force but still allowadjuster to dial in the pad to rotor distance.
rotation where the fork attaches to the frame.Calipers are now generally made in one piece to
Although rod brakes are heavy and the linkage isincrease stiffness and reduce the threat of leaks,
complex, they are reliable and durable and can bealthough the two piece design still reduces heat
repaired or adjusted with simple hand tools inbuilup more effectively than the one piece, and
areas where replacement Bowden cables are notmost top end models still feature the 2 piece
available or are too expensive. They are still usedcaliper.
on some bicycles, typically roadsters, particularly inThere are two standards for mounting disc brake
the Far East.calipers - IS (International Standard) and post
More modern designs use similar friction pads tomount. IS is the more common of the two.
squeeze the sides of the wheel rims, with theManitou is the inventor of post mount. The
force transmitted to the brake from the lever byadvantage of post mounting is that it's easier to
means of a Bowden cable. Designs include thealign the caliper to the rotor since there is some
scissor-action "side pull" and "centre pull" brakes,allowable side to side adjustment. You must use
and the lever action "cantilever" and "V" brakes.spacers to properly align IS calipers. The
Single pivot side-pull caliper brakes are currentlydisadvantage to post mount is that the bolt is
used on the most inexpensive bikes, before thethreaded directly into the fork lowers. If the
introduction of dual-pivot caliper brakes they werethreading was stripped or if the bolt was stuck,
used on all types of road bicycles. They consist ofthen it would require purchasing new fork lowers.
two curved arms that cross at a pivot above theFrame manufacturers have standardized the IS
wheel and hold the brake pads on opposite sidesmount for the rear disc brake mount.
of the rim. These arms have extensions on oneThere are two standards for disc hubs - IS and
side; the cable housing is attached to onecenterlock. IS is a six-bolt mount and is the
extension and the inner cable to the other, soindustry standard. Centerlock is patented by
that when the brake lever is squeezed, the armsShimano and uses a splined interface along with a
move together and the brake pads squeeze thelockring to secure the disc. The advantages of
rim. These brakes are simple and effective whencenterlock are that the splined interface is stiffer,
designed for relatively narrow tires, but haveremoving the disc is quicker because it only
serious disadvantages if made big enough to fitrequires one lockring to be removed, and the
wide tires. The low quality varieties also have ahubs and discs are lighter than the 6 bolt ones.
tendency to rotate to one side during actuationThe disadvantage is that the design is patented
and to stay there, so that one brake padrequiring a licensing fee from Shimano.
continually rubs the rim even when the brake isAdvantages of IS six-bolt are that you have
released.more choices when it comes to hubs and rotors.
Center-pull caliper brakes in the past filled the priceIS rotors use allen bolts or Torx bolts to secure
niche between the cheaper and the morethem to the hub. This also makes IS rotors
expensive models of side-pull brakes, beingharder to remove and the possiblity of stripping
reasonably priced but without the tendency of thethe bolts and requiring a new hub.
cheaper sidepull brakes to have one brake padThe rotors come in several different sizes,
continually rub the rim. In this type of brake thegenerally six, seven, or eight in diameter. These
actuation of the two brake arms is designed toare the industry standard sizes, some prototype
be symmetrical. The cable housing is attached toversions are coming out with 9 in diameter rotors
a fixed cable stop attached to the frame, and thenow. As the rotor size becomes bigger, so does
inner cable attaches to a sliding piece orthe torque on the wheel resulting in a more
sometimes a small pulley, over which runs apowerful brake. Also for every revolution of the
straddle cable which connects the two brakewheel more area of the disc passes through the
arms. Thus tension on the cable is evenlycaliper making the bigger rotors run cooler. If too
distributed to the two arms, preventing the brakesmall of a disc is run for your specific type of
from taking a "set" to one side or the other.riding, brake fade may be experienced because of
Dual-pivot caliper brakes are used on mostthe brake fluid boiling.
modern racing bicycles. The cable housing isDrum brakes
attached like that of a side-pull brake. Centering ofDrum brakes are used mainly on bicycles which
side-pull brakes was simplified with theare operated in wet or dirty conditions. Though
mass-market adoption of dual-pivot side-pulls (anheavier, more complicated, and frequently weaker
old design re-discovered by Shimano in the earlythan rim brakes, they require much less
1990s). These brakes also offer a highermaintenance and are less affected by road
mechanical advantage. Dual-pivot brakes haveconditions. Both cable- and rod-operated drum
slightly higher weight than conventional side-pullbrake systems have been widely produced. While
calipers and cannot accurately track anmost common on utility bicycles in certain
out-of-true rim. One arm pivots at the center, likecountries, especially the Netherlands, they are also
a side-pull; and the other pivots at the side, like afrequently found on freight bicycles.
center-pull.A bicycle drum brake's operation is identical to
Cantilever, direct-pull, and V-brakes have eachthat of a car's with the exception of the absence
arm attached to a separate pivot point on oneof a ratching adjustment mechanism and hydraulic
side of the seat stay or fork just below the rim.actuation. Two pads are pressed outward against
The wider tires on mountain bikes present athe braking surface on the inside of the hub's shell,
problem with standard calipers because the longwhich is packed with grease. Shell diameters on a
distance from the pivot to the pad allows thebicycle drum brake are typically 70 - 120 mm.
arms to flex, reducing braking effectiveness.Drum brakes have been used on front hubs and
Cantilever brakes are one solution to this problem.hubs with both internal and external freewheels.
The traditional cantilever has an L-shaped armA common design of drum brake is the Roller
protruding outwards on each side, with a cableBrake, manufactured by Shimano. This is a
stop on the frame or fork to hold the cablemodular cable-operated drum brake for use on
housing and a straddle cable between the armsspecially splined front and rear hubs. Unlike a
similar to the centerpull brake. The cable from thenormal drum brake, the Roller Brake can be
brake handle pulls upwards on the straddle cable,removed entirely from a hub, allowing it to
causing the brake arms to rotate up and inwardfunction as a regular freewheel. It also contains a
and squeezing the rim between the brake pads.torque limiting device which reduces its
V-brakes (sometimes called linear- or direct-pull)effectiveness on bicycles with adult-sized wheels.
mount similarly, but the arms extend straight up,Drag brake
and the outer housing is attached to one arm andIn addition, drum brakes are also installed on some
the inner housing to the other, similar to the cabletandems used in mountainous areas as a so called
attachment for sidepull brakes. They are generallydrag brake. In this application, the drum is not
more powerful and easier to adjust thanintended to stop the bike but, rather, to keep the
cantilever brakes, and have the additionalspeed down on long downhill sections where
advantage of functioning well with the suspensionextended use of rim brakes can cause the tire to
systems found on many mountain bikes becausebecome hot enough to explode.
they are self contained and do not require aThe largest manufacturer of this type is Arai,
separate cable stop. However due to their higherwhose brakes are screwed onto hubs with
mechanical advantage, the brake pads must beconventional freewheel threading on the left side
positioned very close to the rim. Also seeof the rear hub and operated via Bowden cables.
V-brake adjustment.Coaster brakes
Closely related is the U-brake; this type has theA coaster brake, also known as a back pedal
pivots for the arms mounted to the frame orbrake or foot brake (or torpedo in some
fork on each side above the rim. The arms crosscountries), is a drum brake integrated into hubs
over similarly to sidepull or centerpull brakes, andwith an internal freewheel. Freewheeling functions
BMX bikes; its main advantage was that it did notas with other systems, but, when back pedalled,
protrude sideways from the frame like the earlythe brake engages after a fraction of a revolution.
cantilevers. This advantage was reduced byIt can frequently be found in both single-speed
redesigned low-profile cantilevers, and nearlyand geared hubs.
eliminated with V brakes.When such a hub is pedalled forwards, the
One of the least common rim brakes is thesprocket drives a screw which forces a clutch to
hydraulic rim brake. These brakes are generallymove along the axle, driving the hub shell or gear
able to be mounted on the same pivot pointsassembly. When pedalling is reversed, the screw
used for cantilever and linear-pull brakes. Theydrives the clutch in the opposite direction, forcing
were available on some high-end mountain bikes init either between two brake pads and pressing
the early 1990's, but declined in popularity with thethem against the shell, or into a split collar and
rise of disk and linear-pull brakes. The moderateexpanding it against the shell. The braking surface
performance advantage (greater power andis often steel, and the braking element brass or
control) they offer over the latter is offset byphosphor-bronze, as in the UK Birmingham made
their greater weight and complexity. The onlyPerry Coaster Hub.
significant current use of these brakes is onCoaster brake bicycles are generally equipped
bicycles used for trials riding.with a single cog and chainwheel and use a 1"
Another design is the delta brake. In this design,chain. However, there have been several models
the pivot points for the arms are above the rimof coaster brake hubs with derailleurs in the past,
but the arms do not cross over, and instead of amost notably the Sachs 2x3. These use special
straddle cable, the inner brake cable attaches to aextra-short derailleurs which both can stand up to
wedge shaped piece between the brake arms;the rigors of being straighted out frequently and
when the brakes are applied the wedge forcesdon't require an excessive amount of reverse
the arms apart at the top, squeezing the rimpedal rotation before the brake engages.
between the pads. This has an advantage in thatAlthough coaster brakes have the advantage of
the shape of the wedge can be varied other thanbeing protected from the elements and thus
straight-sided, to allow for a very high mechanicalimmune to ice or water, because they are
advantage at the point where the pads contactlocated in the rear wheel only limited braking force
the rim to give high braking power, but a lowercan be applied before the rear wheel locks up.
mechanical advantage when the pads are notThis is due to the placement of the rider's weight
contacting the rim so that the pads move wellahead of the rear tyre's contact with the ground,
away from the rim when the brake is not applied,as well as the weight transfer forward
preventing any rubbing.proportional to braking force, which further
The advantages of rim brakes are that they areunloads the rear wheel. Additionally, although
inexpensive, lightweight, mechanically simple, andcoaster brakes generally go years without needing
easy to maintain, as well as very powerful. Themaintenance, they are more complicated than rim
main disadvantage of rim brakes is that theirbrakes to repair if it becomes necessary.
performance deteriorates in wet weather whenSpoon brakes
the rims are wet. This problem is less serious onThe spoon brake was one of the first types of
more expensive bikes which use rims made ofbicycle brakes and precedes the pneumatic tire.
aluminum alloys than on those with steel rims.They were first used on penny farthings with
They are also prone to clogging with mud,solid rubber tires in the late 1800's and continued
particularly when mountain biking. Rim brakes alsoto be used after the introduction of the
need regular maintenance. Brake pads wear downpneumatic tired safety bicycle. It consists of a
quickly, and have to be replaced. Over longpad (often leather) which is pressed onto the top
periods of time and use, rims also become worn.of the front tire. These were almost always
Bowden cables can jam if not regularly lubricatedrod-operated by a right-hand lever. In developing
or if water gets into the housing, causingcountries, a foot-operated form of the spoon
corrosion. The cables also wear, requiring frequentbrake is sometimes retrofitted to old rod brake
checking and replacement. If the inner cables areroadsters. It consists of a spring-loaded flap
not replaced when they fray, they will suddenlyattached to the back of the fork crown. This is
break when brakes are applied strongly, causingdepressed against the front tire by the rider's
brakes to be lost precisely when they are mostfoot.
needed. Rim brakes also require that the rim bePerhaps more so than any other form of bicycle
relatively true; if the rim has a pronouncedbrake, the spoon brake is very sensitive to road
wobble, either side to side or inwards andconditions and increases tire wear dramatically.
outwards, it will be impossible to adjust the brakeThough made obsolete by the introduction of the
pads so that they can apply sufficient pressure tocoaster brake and rod brake, they continued to
the rim but do not rub when released and do notbe used supplementally on adult bicycles until the
contact the tire, which would lead to a rapid1930's and children's bicycles until the 1950's, in the
blowout.West. In the developing world, they were
Rim brakes also suffer from the disadvantage ofmanufactured until much more recently.
rim heating, because the brake converts kineticBraking technique
energy into heat, which increases theEffective use of a bicycle brake is highly
temperature of the rim (the brake caliper andcounter-intuitive. The casual rider will at first avoid
frame do not become hot because brake padsusing the front brake, due to the unsettling feeling
are excellent thermal insulators). In normal use andof "toppling up", or fear of being sent flying over
with lightweight bicycles this does not present athe handlebars.
problem as the brakes are only applied with aHowever, the most effective technique for
limited force and for a short time, with the heatpowerful stopping is to use the front brake
being quickly disspated to the surrounding air.almost exclusively. There are several exceptions
However, on heavily-laden touring bikes andwhere the rear brake is preferred; these are
tandems in mountainous regions the heat build-uplisted below. In any stop, the rider should shift
can be sufficient to increase tire pressure to thetheir weight toward the rear and use their arms
extent that the tire blows off the rim. If thisto brace against the deceleration.
happens on the front wheel a serious accident isDuring braking (either with the front or rear
almost inevitable. The problem is worse whenbrake), the bike deceleration causes a transfer of
descending cautiously at slow speeds because theweight to the front wheel. This means that there
brakes are "always on" and the cooling airflowis more force pressing the front wheel to the
over the rim is insufficient. The risk can beground, and the back wheel nearly none.
minimised by not over-inflating tires and theTherefore, the front wheel can generate more
adoption of an aggressive riding style, only brakingfrictional braking force than the back wheel
for the corners, but the real solution is a hubbefore locking up and skidding. In any conditions
brake or a disc brake which allows the rim toand especially in wet conditions or going downhill,
remain cool.the rear brake can exert relatively little braking
Brake pads (brake blocks) are of many designs.force before the wheel locks and starts skidding.
Most consist of a replaceable rubber pad held in aFor a more-detailed analysis, see Bicycle and
metal channel (brake shoe), with a post or boltmotorcycle dynamics.
protruding from the back to allow attachment toA skidding rear wheel can lead to dangerous,
the brake, but some are made as one piece withuncontrollable bicycle movements eventually
the attachment directly moulded in the pad forresulting in the cyclist falling on the ground. A key
lower production costs. The rubber can be softerscenario for this is "light" braking on rapid
for more braking force with less lever effort, oralpine-type hairpin (serpentine) descents; further
harder for longer life. The rubber can also containattenuation of speed to negotiate a decrease in
abrasives for better braking, at the expense ofcurve radius (tightening of the bend in the road)
rim wear. Compounds vie for better wet brakingcan be executed successfully while pulling through
efficiency. Typically pads are relatively short, buta tight corner regulating with the front brake only.
longer varieties are also manufactured to provideIn an emergency stop, it is important to grab the
more surface area for braking; these often mustfront brake and press it hard to stop in the
be curved to match the rim. It should be notedminimum possible distance. The rider should shift
that a larger pad does not give more friction, buthis or her weight as far to the rear as possible to
it does wear more slowly and therefore a newavoid flipping over the handlebars. Maximum
pad can be made thinner, simplifying wheeldeceleration is accomplished by maintaining enough
removal with V-brakes in particular. In general, apressure on the front brake such that that the
brake can be fitted with any of these manyrear wheel is barely touching the ground, just
varieties of pads, so long as the pad mountingbefore lifting up. In reality this is not practical for
method is compatible. Carbon rims, as on somemost cyclists. Instead, use light pressure on the
disc wheels, generally have to use non-abrasiveback wheel and hard pressure on the front. The
cork pads.back wheel is primarily useful as an
Disc brakesindicator—when it starts to skid, reduce
Disc brakes consist of a metal disc attached tothe pressure to both brakes to prevent the rear
the wheel hub that rotates with the wheel.wheel from lifting, then increase pressure to both
Calipers are attached to the frame or fork alongagain.
with pads that squeeze together on the disc.Incidentally, on tandems, and long-wheel-base
Although these brake types have beenrecumbents with their long wheelbase and center
successfully used on, and have been the principalof mass farther from the front wheel, it is
choice for motorbikes for decades, numerousvirtually impossible for heavy front braking to
(partly successful) attempts at introducing disccause the machine to flip.
brakes for bicycles over the last decades [citationThere are a few special situations where limited
needed] may now finally have reached fruition.use of the front brake, and heavier involvement
Recent weight/costs/reliability material advancesof the rear brake is advisable:
have led to development and implementation ofSlippery surfaces: It is difficult to recover from a
disc brake systems by several firms to thefront-wheel skid on a slippery surface, especially
extent that they are becoming a standardwhen leaned over, so on surfaces when skidding
feature on many bicycles, and are almostis likely (e.g. wet pavement, mud, snow, or ice),
certainly here to stay. Disc brakes are mostreduced speed and use of the rear brake may be
suitable for and used mainly on mountain bikespreferred.
ridden off-road. They also are used on hybridBumpy surfaces: If the front wheel comes off of
bicycles and some road bicycles, although this isthe ground during braking, it will stop completely.
less common. Many tandem bicycles have a discLanding on a stopped front wheel with the brakes
brake fitted on the rear wheel in addition to rimstill applied is likely to cause the front wheel to
brakes; the disc brake can be set to provide askid and, possibly, for the rider to flip over the
constant drag, so that during long descents, thefront bars.
rim brakes are not overworked by the heavierFlat front tire: Braking the front wheel when the
machine.[citation needed]tire is flat could cause the tire to come off of the
The main advantage of disc brakes is that theirrim, which is more likely to cause a crash.
performance is equally good in all conditions