FRONT END WOBBLE-AKA SHIMMY
When
it comes to high-speed downhills, nothing can frighten a rider
more thaan instability in the front end of the bicycle. Many cyclists
have experienced this at one time or another. So what's the deal?
The issue of front-end wobble or shimmy is rarely as simple as
a worn or poorly adjusted component. This kind of problem is quite
common with bicycles, so I thought I'd take a few minutes to go
through the most common causes of shimmy and also debunk some
of the assumptions about the problem.
First,
you can make ANY bike shimmy if you do the right (or wrong) things.
Even a perfectly aligned, perfectly adjusted, very stiff bicycle
will shimmy under the right conditions. Of course, your
bike is likely none of those things, but we will get to that.
Second, in the majority of cases, there is more than one thing
contributing to a shimmy. Usually, two or three things will
combine to start the cascade of events. But ultimately,
all shimmy results from structural oscillation.
The
natural structural frequency of the bicycle varies depending on
the factors listed below. When they combine to reach the
range of a shimmy (about 5-10 cps), the wobble can be started
and sustained if the structural frequency is not changed.
Note that I indicated that a shimmy CAN be started. Even
when a bicycle is capable of sustaining a shimmy, it still requires
an impetuous. This can be a quick shift in weight, bar movement,
road surface irregularity, etc. Shimmy is rarely a
"stability" problem per-se, but a structural problem.
The use of the term structure in this case describes, not a structural
part of the bicycle, but the entire structure including the bicycle
and the rider.
Longitudinal shear is the tendency of
the structure to twist (or shear) along the directional axis of
the bicycle. The stiffer the builder makes the frame in
longitudinal shear, the more difficult it will be to initiate
a shimmy because of the higher structural frequency. This
twisting (or shear) in a cyclical fashion is really what shimmy
is.
Let's
go through the list of the most common contributors to bike shimmy
in order of likelihood and effect:
- The rider
- Speed
- Frame set materials
- Frame set design
- Road conditions
- Component problems
- Tracking and alignment
The
rider:
Although I feel a bit sheepish pointing this out, I must tell
you that the most common cause of shimmy actually has to do with
what the rider is doing at the time that shimmy happens.
I don't mean that the rider is messing up, but that a rider's
position or riding style can be the cause of, or contribute to,
a shimmy. If a rider's weight is too far forward on the
bike, and/or the rider's reach from saddle to bars is too short
(too vertical arms), a frame will have much more force applying
torsional stress on the front triangle. This is why descending
or sliding forward can cause a shimmy, and sliding back in the
saddle has a positive effect. The other way a rider can
contribute to shimmy is when they "tighten up."
Having tension in your arm and shoulder muscles is the worst thing
you can do to contribute to shimmy as it lowers the structural
frequency of the structure and reduces the natural dampening characteristics
of the human body. At speed, tightening up your upper body
can be a natural thing to do, but it is also likely to set up
a shimmy. Relaxation is likely to make that shimmy go away.
Speed:
As bicycle speed increases, so will the gyroscopic effect on the
wheels. This (one would think) would have a stabilizing
effect on the bike, and it does in one aspect of stability, but
it is the wrong kind of effect in relation to shimmy. Gyroscopic
effect helps keep the bike going in one direction and maintain
a consistent attitude, but it also lowers the frequency of the
entire structure, bringing the bicycle closer or to the point
where a shimmy is possible.
Frame
set Materials:
The materials with which a frame set is constructed can effect
the structural frequency of the bicycle in two ways.
First, they determine in large part how stiff the structure will
be. The stiffer the structure, the higher its oscillation
frequency. This is why a more flexible frame has more of
a tendency to develop a shimmy. The other way that material
choice can effect shimmy relates to the natural dampening characteristics
of the frame material itself. Titanium and steel are the
most resilient of current frame materials, while aluminum is somewhat
less so and most of the composites are downright dampening.
The major effect that these dampening materials can play in shimmy
is not that they can really lower structural frequency, but that
composites and to a lesser degree aluminum can help dampen developing
structural oscillations by absorbing energy. The materials used
to fabricate the fork effect the frequency of the frame too, but
it appears that stiffness per-se is rarely a problem. The
choice of fork material can effect the dampening of oscillations
or their tendency to develop just as they can with the frame itself.
Last in the materials area is impending failure.
As a tube begins to fail, the frequency of the frame set drops
drastically. Indeed, impending failure has the most powerful
effect on frame shear modulous and thus shimmy potential of all
the structural causes.
Frame
set Design:
Again, this category of shimmy contributors is quite varied, so
stick with me. We'll start with front-end geometry.
The inherit stability of the front end of a bicycle is determined
largely by trail. Trail
can only affect stability in a seriously negative way at higher
speeds where low trail (too much rake) can contribute to shimmy.
Over compensating with high trail though is not the ideal solution
as it makes for inconsistent handling and can cause other difficulties
at lower speeds.
As
I mentioned earlier, the center of gravity can contribute to shimmy,
and here I will deal with a frame design's effect on this.
If a frame design positions the rider's weight too far forward,
or it leaves him with too little reach, this will have a major
effect on lowering the oscillation frequency of the structure.
As a custom builder, this is one of my biggest concerns when designing
frames for individuals, but it should be just as big a concern
to someone shopping for a new bike.
The
head angle alone can also effect the structural frequency of the
frame, but because this is rarely an issue for road bikes, it
has only minimal effects on road frames and is pretty difficult
to explain in 500 words or less, I think that I'll leave it at
that.
Even
though this sounds like a materials issue, I will treat the choice
of specific tubing and frame material as a design issue.
As I mentioned earlier, the stiffer the builder makes the frame
in longitudinal shear, the more difficult it will be to initiate
a shimmy because of the higher structural frequency. Because
tubing has its most efficient shear stiffness along its longitudinal
axis, the most efficient way to stiffen the bike's torsional shear
is to use a stiffer top tube. A stiffer down tube helps,
but not as much as the top tube does.
The
weight of the entire structure also effects the oscillation frequency
of the structure. To a point, the heavier bike/rider combination
(all other things being equal) the more likely it is that the
bike can develop a shimmy. As an example; heavily loading
touring bikes will increase their shimmy potential.
Road
conditions:
Only in rare cases can road surface conditions actually be a primary
cause of a shimmy. When you think about it that makes sense
as road conditions can't change the structural aspects of the
bicycle. Keep in mind though that road conditions CAN initiate
a shimmy that is waiting to happen. Rain groves, a bumpy
surface, a small stone can all start a shimmy if the structure
is in a potential shimmy condition.
Component
problems;
Component choice, and especially wheel choice, has a significant
effect on shimmy potential. I indicated that the gyroscopic
force in a fast spinning wheel will lower the frequency of a bike.
Well it works the same way with wheel weight and size. Any
change in the inertia inherit in your chosen wheels will change
the oscillation frequency of your bike. Because of this,
smaller or lighter wheels will exhibit fewer tendencies to shimmy.
650-C wheels and well-built light tubulars are the most anti shimmy
wheels while 700-C heavier looser wheels are the worst.
Because a tight headset increases the effective mass
of the bicycle structure by partially including the fork and front
wheel in the frame's mass, it also increases the chance of shimmy.
Another reason it causes the problem is that the tight headset
increases the shear forces applied to the frame by not allowing
the headset to absorb them. The tighter the headset, the
more it affects shimmy potential. A slightly loose headset
will negatively affect handling, but it will actually lower the
tendency of the bike to shimmy.
In the same way that lighter wheels help with shimmy,
so do lighter tires. Nuf said. Keep in mind though,
higher tire pressures do not dampen potential shimmy as well as
moderate tire pressure. There is NEVER a reason to run over
9 bar. in your road tires (even though I do to psyche myself up
for a big race.)
Tracking
and alignment:
Tracking (or wheel and frame alignment) while not a primary contributor
to shimmy, can help initiate it. The way this works is that
a bike that tracks poorly, for whatever reason, is almost always
under shear stress. At those times when the shear stress
is relieved momentarily the frame, by definition, will go through
one shimmy cycle. This can then be the start of a full shimmy
development.
Solutions:
Anything that will increase longitudinal shear modulus will decrease
shimmy tendency as it will raise the structural frequency of the
bicycle and rider. Use the above descriptions to use whatever
changes you can to effect the way your bike works. This
side of a stiffer frame or new fork, the other solutions in this
area are pretty much limited to headset adjustment and wheel choice.
Think back to our discussion of center of gravity and
act accordingly. This means that you should try to keep
your weight back as far as is reasonable during descents.
This also means that you should be sure that your bars are not
too low or that you don't have too short a reach.
LIGHTEN UP! What I mean here is that you should
make a real effort to loosen up your upper body in situations
where a shimmy might occur. Let the bike take care of itself.
Of course, this can be quite difficult to do as nervousness can
bring on tightness. Do your best.
Even though lowered speed will help with a shimmy, getting
slowed down is just the thing that will make it worse. Putting
on the brakes will shift your weight forward AND stiffen up your
arms. Making a quick decision on how to deal with a shimmy
in an emergency is difficult and each situation is different.
The final (and most effective) emergency tactic is to
either touch the top tube with one of your knees, or to clamp
the top tube with both your knees. This will dampen the
shimmy cycle. It does not affect the structural frequency
itself, but it does dampen the structure. The human body
is a wonderful dampening device.
No
Solution:
In rare cases, no specific cause can be found for a recurring
shimmy. There was a case with one of our bikes where we
tried essentially everything implied above and could not prevent
our customer from getting a shimmy above about 32 miles an hour.
Try as I might, I could not get his bike (with all of his parts)
to shimmy at any speed between 0 mph and 54 mph. Although
logic would indicate that the problem had something to do with
him, not the bike, we never figured it out. The fact that
he lives quite near Area 51 in the Southwest may be the most logical
explanation.
The answer is out there ...