Knowing how to shift gears and what to use is a key skill every cyclist needs to acquire. Usually, it comes with a lot of practice and experience.
Selecting the right gear at the right time is part science, part instinct, and part experience. There are some fundamentals about bicycle gears that every cyclist needs to get to grips with.
So, here are the important gear-shifting basics you need to know.
Left for the front, right for the rear
If you use mechanical shifting, you will shift the front derailleur on the left shifter and the rear derailleur on the right shifter.
There are three major brands of road bike groupsets and their slight differences in how each works.
- Shimano Total Integration (STI) is a gearshift system introduced in 1990. To shift the rear derailleur, push the gear paddle for a higher gear or push the brake lever for a lower gear.
- SRAM Double Tap was introduced in late 1995. There’s a single paddle on each side, and the gear changes depending on how far the paddle is pushed. For the rear derailleur, a short push will change to a higher gear, and a longer push will result in a lower gear.
- Campagnolo Ergopower works slightly differently compared to Shimano and SRAM. Shifting uses a paddle behind the brake lever and a small button on the inside of the hood. Push the paddle to shift to a lower gear, and press the button to shift to a higher gear.
With electronic shifting, you can customize the shifting according to your preferences.
- Shimano Di2 uses the E-Tube app to choose from synchro, semi-synchro, and manual shifts.
- SRAM eTap AXS app allows you to fully customize the shifting patterns, similar to Shimano Di2. Unlike the first-generation eTap, the eTap AXS is now fully customizable.
- Campagnolo EPS allows you to choose from settings such as standard, inverted, sprinter, inverted sprinter, right only, and left only. This is done through the MyCampy app.
More reading : How to Connect Shimano Di2 to E-Tube Project App
Keep pedaling when shifting
It’s important to remember to keep pedaling when you’re shifting gears.
The movement between gears requires you to be moving forwards while easing back on the pressure on the pedals to help the derailleur move the chain across the cassette or into the big ring up front.
If you don’t pedal when shifting, nothing will happen until you start pedaling. If you’re lucky, all you will hear is a painful crunch as your derailleur tries to shift multiple gears at once and you will experience a drastic shift in torque needed to move forward.
At worst, your chain will get stuck and will require you to get off the bike and manually change back up the gears while gently pedaling to help make the shift.
More reading : Why Train with A Power Meter?
Back off the power
The ideal shifting technique would be to plan for the shift in advance, prepare to shift, ease up on the power, make the shift and get immediately back on the force.
Easing back slightly on the power when changing helps your derailleur shift smoothly across the cassette.
The same applies to the front derailleur; the chain is being put under lateral tension as it goes between the small and big chainring. Adding pedal tension simultaneously results in an awkward and noisy shift and will contribute to faster chain and cog wear.
If you have a well-maintained groupset, you will not feel a thing, and the shift should be almost silent, smooth, and effortless.
Anticipate the shifts
You should ideally anticipate gear shifts the same on a bike as you would in a car.
Look far enough ahead to see what gear you’re likely to need and shift into it just before you hit that point. This works best when you’re about to hit a sharp gradient, if you’re coming up against traffic calming measures or when anticipating a descent.
If you’re already in the gear you need, you can maintain cadence and power and ease through the terrain or situation smoothly while in full control of your power and the bike.
Avoid cross chaining
Cross-chaining is where you’re in the extremes of one or the other gear and force the chain to cross the chainstay. Cross-chaining looks terrible and is very inefficient with your power.
For example, being in the big chainring while in the biggest cog on your cassette, or the small chainring and the smallest cog on the cassette.
Not so long ago, it was regarded as detrimental to your drivetrain if you cross-chained. Newer groupsets can cope with cross-chaining, but you should never do it. Any gear changes from that position are going to lose your speed, power, or both. It can also be noisy on mechanical drivetrains, which nobody wants to hear.
Finally, cross-chaining can cause chain slap or chain stretch depending on which way round you’re riding.
- Small chainring, small cog allows a very loose chain and the opportunity for it to slap not very gently on your frame.
- Big chainring and big cog stretch your chain to its limit while pulling your derailleur forward. That’s not so good, either.
Maintain a consistent cadence
Maintaining a consistent cadence when on the road is all about efficiency. It’s about making the most ground with the least stress on the body for the least energy burned.
Wherever possible, keeping to your most comfortable cadence will see you manage your gears efficiently to pedal at a steady, sustainable speed. There is no perfect cadence.
Some riders are comfortable pushing harder at a slower cadence, while others like to spin. You will naturally find a comfortable cadence unless you’re training for something specific, it makes sense to stick with what you’re comfortable with.
Shift in Sequence
When shifting from the big chainring to the small chainring, you should move up at the rear to match your front shift in order to maintain your cadence.
You have two options here.
- Shift both front and rear at once if you have electronic shifting or a well-maintained mechanical groupset, or shift to a harder gear at the rear first before you shift down at the front.
- Shifting into a harder gear at the rear first, followed by a shift down at the front, will ensure you can still deliver power immediately after the change. If you don’t shift at the back, you will experience a sudden increase in cadence and a drop in power as resistance drops. Shifting one or two cogs down at the rear will equalize the gears and help you maintain power and cadence as you shift.
Shifting gears on a bike is part science, part instinct, and part experience. It takes practice but will reward you with a much more satisfying ride.
If you’re training for an event, getting your gearing right is fundamental to pedaling efficiency and the only way you’ll get to the end either with the group or at all.