Which Gear System is Best for a Touring Bicycle

About Gear Systems

»Essentially, a gear system allows you to vary the number of times you need to turn the pedals for a given distance travelled. Because each turn gives you an extra push of the pedals, when climbing or in headwinds, using low gears, you can turn the pedals more times and strain less per turn. Or you can travel further with each turn in the high gears.

»You need your low gears to be low enough to allow you to get up hills whilst carrying luggage. At the same time, you don’t want to “run out of gears” on the top ratios. It is great being able to still pedal if you are on a long downhill run.

»The total range of your gears therefore should be high. That is not to say the greatest range ever devised is the best. There are other issues such as weight, serviceability, and the practicality of the gear shifting. Touring bikes should have a range of at least 500%. If you mark the distance the bike goes in top gear in one pedal rotation, the same distance in bottom gear would require at least five pedal rotations.

»To work out ratios without knowing the number of teeth and the formulae you can simply count the pedal turns and wheel turns on a bike. For bike touring, in the lowest gear, on full-sized bikes (26”, 27.5”, 28”, 29”), for one turn of the pedals, the back wheel should go around no more than ¾ of a turn. So four turns of the pedals should give not more than 3 turns of the back wheel. You can do this same test regardless if it is a derailleur system or on an internal gear hub bike.

»Broadly there are derailleur and internal gear systems:

  • Derailleurs move the chain sideways from one cog to another. This causes some chain to be spare when on smaller cogs. The rear derailleur “wraps up” that extra chain. These are also called “chain gears”.
  • Internal systems have the different sized cogs inside the rear hub in a bed of oil. Gear cables are used to switch the ratios. There is no need to wrap up extra chain.

»When buying a touring bike it is good to have a choice of these systems to see which one suits you.

Derailleur Systems

»A derailleur system is far less expensive and is used on over 80% of touring bikes.

»There are no problems operating gear levers on these systems and regardless of the handlebars chosen the gear levers work very well.

»VWRs with derailleur systems are 600 grams lighter than the internal hub models. The difference is reduced a bit on long trips where Rohloffs(internals) need fewer tools and spares.

»Chains and sprockets do wear out faster on derailleur bikes but still last many thousands of kms. And there are strategies to extend chain and cog life.

»The rear derailleur is a point of vulnerability although the majority of riders are not having any bad experiences. There have been occasional reports of sticks getting caught and bending a rear derailleur, and owners have more to worry about when their bike is in transit.

Bikes Featuring Derailleur Systems

Internal (Rohloff) Systems

Rohloff Internal Gear System Diagram

»The Rohloff 14sp hub provides a gear range of 526% which is one or two gears short of what’s on VWR derailleur bikes. By comparison, a Shimano Alfine 11sp hub gives 409% range so is considered inadequate for long distance riding.

»The gears are all evenly spaced (13.7% from one to the next) and there are no redundant gears.

»If you want, later on you can vary the level of the gears by simply changing the front, rear or both sprockets. On a derailleur bike this is not easy to do, or is not even possible.

»The bottom gear ratio on the Rohloff is 3% below the bottom ratio on the derailleur bikes.

»In the first 3,000km to 4,000km on a new Rohloff hub there is a slightly detectable drag in the lower gears. By 5,000km this not noticeable. Hub noise also reduces and after a while, in the top seven gears, it is not discernable.

»Shift lever operation is very accessible, smooth and comfortable regardless of the handlebar set-up chosen.

gear-systems_belt-drive

»Because you have single sprockets front and back you can use a carbon belt rather than a chain. A Gates carbon belt lasts as long as three chains. It needs no lubrication, can be washed with water, is very low friction, is much lighter and runs silently.

»A lot has been said in praise of Rohloff but the comment that rings the loudest to long-distance cyclists is that they “wear in rather than wear out”. There are many reports of people exceeding 100,000km on the same hub.

More About Derailleur Systems on VWR Bikes

»VWRs come with an 11-32 9sp cassette and an XT rear derailleur RD-M771-SGS.

»VWRs use Sugino triple cranksets at the front with bulletproof Tange cartridge bottom brackets. Testing of outboard bottom bracket systems (an alternative system to cartridge) on long-distance bikes, has shown them to be not sufficiently reliable. To change an outboard bottom bracket (which is likely on a long trip) also requires hard-to-find and heavy tools.

»A key feature of a triple crankset is that you run in the middle cog most of the time and have a large and small cog mainly for special situations. So most of the time the chain runs in a fairly straight line. This is not the case on so called ‘compact’ or wide range double chainwheel systems. They also lack the necessary low gear ratios.

»In the case of VWR drop bar derailleur bikes there is a choice between bar-end and STI shift levers.

  • Bar-end levers (Patagonia) allow you to ‘feather’ the front derailleur because the left side bar-end lever is not indexed. This allows you to avoid the chain rubbing on the front derailleur.
  • STI levers (Deccan) allow you to shift whilst holding onto the brake hoods.
  • In either case though, these levers are both vulnerable in a fall or through inappropriate packing for travel. Although you would still be unlucky to suffer damage to a shift lever, it is a possibility.
  • These models each have different brakes so that should also be taken into consideration when choosing between them.
  • Our hand movements become unconscious after a short time and whichever set-up you have, you soon feel comfortable with it.

More About Rohloff Systems on VWR Bikes

»Although the Rohloff system costs about $(AU)1,750 more there are plenty of claims it is actually cheaper due to its longevity and low maintenance cost. VWR test riding bears this out.

»Rohloff’s gears are inside the hub shell. It was originally built as an all-season MTB hub, for use in Northern Europe’s extreme conditions It is well sealed and the internals run in an oil bath

»Rohloffs are virtually maintenance free. You are supposed to drain out the oil and replace it approximately every 5,000km. It is very easy to do and fully explained on a small and lightweight kit they sell.

»Rohloff drive trains require minimal cleaning.

»Rohloffs allow you to shift gears when not pedaling. That’s very appealing if you are stopped at traffic lights or at the bottom of a hill.

»Rohloffs allow you to change through many gears at once, more easily than on chain-gear systems. With equally spaced gear ratios, the next gear is only a simple twist of the shifter away whereas on a chain-gear system it may need you to change both front and rear derailleurs. (Shifting is easier).

»With just one cog front and rear, Rohloffs run a straight chain line.

»Rohloff hubs have less dependence on a shifter than derailleur drivetrains have. You can even change Rohloff gears with an 8mm spanner. The “indexing” of the gears takes place inside the hub. This means that the twist grip itself is a low tech item. There is little that could ever go wrong with it whereas on derailleur systems the shift-levers are not only critical but can get damaged.

»Rohloffs never slip or jump. This does happen on chain-gear systems to an extent and is annoying, especially if you are out of the saddle.

»Some Rohloff advocates claim that Rohloff wheels are inherently stronger because they don’t have the offset needed on wheels with a cassette. This is not true in VWR’s case where the wheels on derailleur models use DT Alpine III spokes. These are thicker at the hub end. These spokes are not permitted by Rohloff due to the size of the spoke holes in their hubs. Alpine III spokes make VWR offset wheels at least as strong as VWR Rohloff wheels.

»Compared to other internal hubs, including the Shimano Alfine, there is no spongy or springy feel. Rohloff is as direct with the power transfer as the drive train on a conventional derailleur system.

»Efficiency of drive trains is also important. You want as much of your power as possible going to the rear tyre on the ground. This is a technical subject and there are claims and counter claims. Chester Kyle and Frank Berto published a major study on it. They found that the chain gear system was about 2% more efficient, which over a distance is a lot. However, they used a new hub. Experienced Rohloff users agree that by the time of the first oil change (4-5,000km) this initial drag virtually disappears.

Bikes Featuring Rohloff Systems

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