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This how-to is aimed primarily at the Shimano-made cartridge-bearing rear hubs used in the majority of Catrikes for the last several years. Speeds, Expeditions and 700′s used the Shimano “Deore” branded hubs mostly, and those have cup/cone hubs, making their bearings easily adjustable for play or preload. Roads, Trails and Pockets used primarily the “Catrike” branded hubs that had cartridge bearings in them. There are many exceptions to which hubs were used in all of the models, but this is what will be found in the majority of cases. Other brands of cartridge-bearing hubs may be the same.
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Replacing the bearings in a rear wheel hub that uses cartridge bearings is pretty easy, but not without pitfalls. If done correctly using the right tools, it should only take about five minutes.
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Almost all of Catrike’s hubs, either cup/cone or cartridge, came with rubber conical boots over the ends of the axles. These are critical on cup/cone bearings because they keep the dirt out of the bearings. However, they are not necessary on cartridge-bearing-hubs as the bearings have their own seals. For simplicity I have left the rubber covers out of any pics. I also do not run those covers on my own cartridge-bearing-hubs.
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There are two problems that can complicate removal of the cartridge bearings. First, some of the 130mm wide hubs have the inner lock nut on the drive side (the side where the cassette is) recessed so far inside the freehub that you cannot get a wrench on it. The second problem is being sure to remove the washer that spaces the bearing from the axle’s shoulder on the non-drive side. I will address each one of these problems separately.
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First, the picture below shows the inner lock nut so far inside the freehub that you cannot get even a thin cone wrench on it.
![]() The above is on a 130mm wide hub. On a 135mm wide hub, the nut would not be quite so recessed. A good, thin cone wrench can grab those flats on the 135mm hub, but on the 130mm hub, you must first back the inner lock nut off just a bit on the non-drive side (picture below), ….
![]() …then, using a rubber or plastic-faced hammer, or a press (for ceramic bearings), drive the axle toward the drive side enough to expose the inner lock nut (picture below) so it can be loosened.
![]() This is how to remove the drive side lock nuts first. It is recommended to use a good quality cone wrench (By Park Tools or Pedro’s, for examples) on the inner lock nuts because they are properly hardened to take the abuse of such a thin wrench being used to loosen and tighten these nuts.
Some of you may say, “Well, just remove the non-drive side nuts completely first and drive the axle out toward the drive side.”. This brings us to the second problem. There is a small washer between the non-drive side bearing and a shoulder machined on the axle. The picture below shows the whole assembly laid out as it assembles, with the non-drive side to the right in the picture.
![]() There is no washer on the drive side. The Picture below shows this washer on the non-drive side, and the next picture below hows no washer on the drive side. This washer MUST be kept oriented exactly as it is from the factory!
![]() Non drive side with washer
![]() Drive side with no washer.
The two pictures below show that the washer is not symetrical. One side is convex and one side is flat. The convex side also has a small radius on it’s inner edge that matches the radius next to the shoulder on the axle (picture 10). If it gets flipped over during reassembly it will cause serious problems. Mostly, it will space the bearings farther apart, and this means the bearings’ outer race edges will no longer seat properly against the hub body’s bearing pockets. Under load, the bearings will “walk” side-to-side, slowly wearing the pockets larger until the bearings will be sloppy inside the pockets.
![]() ![]() The next pictures show the groove for the washer, the washer assembled correctly on the axle, and a cross section of the axle and the washer, with exaggerated curvature of the washer.
![]() ![]() ![]() ![]() The picture above show the distance between the bearings being 3.224″, which is correct for this hub, axle, and bearing assembly.
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The pictures below show the washer and axle assembled with the washer reversed, showing a distance between bearings of 3.236″. For precision bearings, this a big difference.
![]() ![]() It should be apparent to the reader that this washer MUST be kept oriented correctly during reassembly. The problem is that if you remove the non-drive side lock nuts first and drive the axle out toward the drive side, that washer will then be floating inside the hub body and can be flipped around freely. It is important to keep the axle, washer, bearing and inner lock nut together until the axle is removed and the washer is examined for correct orientation.
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Again, the reader may ask, “Why not just place it with the convex side away from the bearing all the time, then?”. Because sometimes Shimano flips these washers themselves to obtain a correct spacing between the bearings to suit the hub body they will be going into. Both the axle and the hub body have tolerances that are kept within limits during manufacture, but the axles and bodies still have to be matched somehow, and these spacers (washers) are how they make everything fit correctly. Hence, we run into another small problem. Hub bodies, axles and washers must be kept as a “set” to be sure of a correct fit for the bearings, and that washer must be installed the same every time! If the washer is replaced with one that is thinner, you could actually put so much preload on the bearing to burn it out shortly. Ceramic bearings have been crushed from too much preloading due to replacing that washer with a thinner one!
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Once the non-drive side bearing, washer and lock nuts are removed from the axle, the axle can be used to drive the drive-side bearing out of it’s seating.
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Once the bearings are removed, if you want you can pop the coverings, clean out the old grease, put in new grease and reinstall the old bearings. We have experience with relubing ceramic bearings in this way with no ill effects, through at least 3 relubes. See how to do the relubing step in this article.
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On reassembly, it is easiest to start by assembling the drive side. Slide the bearing onto the axle, then put the inner lock nut on. Using both lock nuts on the non-drive side, tighten them together for use to hold the axle still while you tighten the inner lock nut on the drive side against the bearing. Then, tighten the outer lock nut against the inner lock nut. The drive side is done. Take both non-drive side lock nuts off the axle. Insert the axle from the drive side. It should now look like the picture below on the drive side, and the second picture below is how the non-drive side should look.
![]() Drive side of hub
![]() Non drive side of hub.
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No need to drive the bearing into it’s pocket at this time. It will slowly be pressed it in as we tighten the inner lock nut on the non-drive side. Now, install the washer (picture below) the bearing (second picture below), and the inner lock nut (third picture below).
![]() ![]() ![]() Using this lock nut, and a wrench on the outer lock nut of the drive side, tighten this inner nut (picture 18) to draw both bearings into their pockets until this nut is tight against the bearing. Now install the spacer (picture below) and outer lock nut (second picture below) and tighten everything on the non-drive side.
![]() ![]() .
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Be sure that the amount of axle threads showing is even from one side to the other, and that neither side extends outside of the dropouts of the trike/bike. On cartridge bearing axles, the shoulders that the bearings ride against will almost always keep this axle protrusion correct if the correct bearings, original nuts and spacers are used.
To remove a “current generation” of Shimano’s Hyperglide cassette from the freehub of a rear wheel you will need two rather specialized tools besides a 12″ adjustable wrench. First, the lock-ring that holds the cassette on the freehub has 12 internal splines, as can be seen in the first picture.
![]() Park Tool’s #FR-1 or #FR-5G will fit this lock-ring. FR-5G has an alignment pin that makes the job of loosening the lock-ring a lot easier. Without the pin, the tool is hard to hold in place while also holding the cassette with a chain-whip. Using a quick release skewer lightly snugged up will also hold the tool in place. In the second picture you can see FR-1 on the left and FR-5G on the right. The third picture shows FR-5G in place for loosening the lock-ring.
![]() ![]() The next tool you will need is some kind of device to hold the cassette from rotating backwards (counter-clockwise) as you loosen the lock-ring. Large ChannelLock-type pliers will not do it as they tend to bend or nick the teeth of the cogs of the cassette. An old piece of chain used with a pair of Vice-Grips will hold the cassette well enough for loosening. The best way to hold the cassette, however, is to use Park Tool’s SR-1 chain-whip, or equivalent, positioned as seen in picture four, to the left.
A 12″ adjustable wrench, a 1″ open-end or box wrench, or even a 26mm open-end or box wrench will turn the FR-5G tool to loosen the lock-ring, as seen in the fourth picture.
![]() Holding the chain-whip, turn the adjustable wrench counter-clockwise to loosen the lock-ring. The lock-ring and the smallest cog of the cassette have serrations on their mating faces to help prevent loosening while riding, so you will hear some clicking as you loosen the ring. Once it is loose, remove the chain-whip and wrench and also the ring. It should look like picture five.
![]() Now, simply lift the cassette off of the freehub, but be careful to hold onto the two smallest cogs of the cassette because they will not be firmly attached as the rest may be. Take special care to notice how they fit onto the cassette for replacement later. Notice how their flanges face, and how they also have a larger spline tooth and smaller groove like the rest of the cogs on the cassette. These must all line up.
Most cassettes are held together by a single screw that keeps all but the two smallest cogs together for easier handling and assembly. Some cassettes have all but those two smallest cogs rivetted to an aluminum spider, too! But, some cassettes have all of their cogs and spacers simply assembled onto the freehub’s splines one-at-a-time. Be very careful about keeping everything in order and be sure you know exactly how all of the spacers and cogs fit onto the freehub. Each spacer has two small pins that MUST fit into the correct holes of the cogs. If they don’t, they will hold two cogs just slightly too far apart and that will ruin the alignment that allows for index shifting. If you are not absolutely sure you know how all of the spacers and cogs fit together, then if they all feel loose as you try to lift the cassette off the freehub, stop and take it all to your local bike shop for servicing.
The freehub with the cassette removed should now look like picture six.
![]() The majority of freehubs are made from hardened steel. Some road freehubs were made with aluminum spline shells to help save weight. Once the cassette is finally removed, these softer splines will usually show where the cogs have dug into the edge of the spline over time and under heavy loading. It will also make it hard to remove the cassette on these freehubs.
To replace the cassette on the freehub, just line up the large spline tooth of the cogs with the large spline groove in the hub’s shell and slide the cassette onto the hub. Be careful to get the flange of each of the last two cogs facing the wheel. Screw the lockring on and tighten it with the special tool and wrench. It doesn’t need to be “stand-on-it” tight. Park Tools lists it as needing about 260-434 in/lb. (about 21.7-36.2 ft/lb). Since the freehub’s ratchet will stop the cassette from turning clockwise as you tighten the lock-ring, you do not need the chain-whip for installation of the cassette.
If you think of technology as a work of art, Gus has taken the technology to a new level of art in his wooden bikes. Here are the two I have seen: more photos here, and here. Gus has a blog here with more details their construction. You can drop him a line with questions at <ridejapan@gmail.com>
For a lot of us, the riding season is quickly closing. Last spring I noticed how painful it was to get back on my trikes after a pretty lazy winter. Not this year!
Start with the “A” blocks. These are very simple 6″ long pieces of 2″X4″. You will need two for each riser, so that means four, total. After cutting them 6″ long, cut a 45 angle on one end, leaving a blunt corner as can be seen in the pic of the top (third pic). Next, you have to measure just how high your rollers will lift your rear tire off the ground (first pic). This determines how wide you will rip the “B” block. Mine ended up being the 2-1/2″ width marked on the block in the second pic. Just rip a piece of 2″X4″ to the dimension of the height above the floor of your tire. Simple! Now, the length of this small piece of ripped 2″X4″ will be determined by what size wheels you run on your trike. Mine were sized to work with my 16″ Marathon Pluses and ended up needing to be cut 7-3/4″ long, as you can see in pic number two. 20″ wheels will need it to be cut longer. Make this block just long enough to put most of the tire’s weight on the 45 angles of the “A” blocks. This will make everything more stable when riding. You will need two of these “B” blocks to make two front wheel risers.
The two side “plates” are made from 3/4 ply. They could be made from 1/2″ ply just as well! Just use what ever you have laying around. I ripped mine to 6″ wide and this works quite well for getting enough depth for the wheel to be held solidly. This will work well with any other size wheel, too. The base is also made from this 6″ wide material. The length of these side plates and base will e determined by how long your “B” block ends up. The sides and base need to be the same length as the “B” block plus the width of the two “A” blocks. (I forget just now how wide a 2″X4″ is!) My side plates and base ended up being 14-5/8″ long, as shown in the fourth pic. Now comes the hard part. If you are running less than about a 1-3/8″ wide tire, the 2″X4″ “A” and “B” blocks alone will give you enough interior width. But, if your tires are 1-1/2″ wide or wider, you will need to make up a 1/4″ thick ply spacer to give you more clearance. Cindy’s trike runs 1-1/2″ wide Racers and her’s will not fit if they are inflated more than 40psi!!! Of course, my Stelvios fit loosely! These new blocks I am making are for her trike, so I am showing the spacers I made to make her’s wider. Just look at your tires when they are fully inflated and see if a 2″X4″ is wide enough to give sufficient clearance. If not, then you will need to make up a spacer to fit your tire. You can see my spacer, with it’s tell-tale saw kerf marks, in the fifth pic. Once you’ve made up your “A” and “B” blocks, side plates and base, and spacer (if needed), then just glue and screw it all together, then add the carpet to the bottom of the base and go pedal! Paint them if you must, but that will delay your riding! Even with these very stable blocks I find it helps to lock the locking brake levers, if you have them! If all of your floors are carpeted, no carpet is needed under these front wheel risers or the roller pad. The recommended rollers are SportCrafter rollers, and at least one extra fan should be added for increased resistance. Ignite Boise is a fun event where people give talks about subjects that interest them. The format is that each speaker gets 20 slides, and they rotate at a steady pace each 15 seconds. That is challenging, because you sometimes need to talk for more than 15 seconds on a slide, and for some you are done in 5 seconds. Its a bit nerve wracking, as the Egyptian theater is packed with maybe 1000 people. Here is my talk at the first Ignite Boise, the subject: bicycle technology: The Puprunner Trailer for Doggies! I have had the opportunity to test drive the Puprunner trailer, a trailer made for dogs and their owners. Full disclosure: the makers, the Carters, are clients of my patent law practice and we are getting a patent on this device. Their website is HERE. We hooked up this trailer to my Catrike Speed, which is a recumbent trike. The hookup was very easy, and didn’t take more than a few minutes. The photo above shows the Puprunner in a configuration where my dog Ginger can trot along behind my bike. The Puprunner does this by having the floor made of two panels which hinge up and attach so the dog can be on the ground. The idea is that after a few miles the dog might be tired, but the bike rider might want to cover some more miles. When that point is reached, the floor panels of the trailer hinge down, and the tired pooch can ride. It really works, and my dog who is very sweet, but not very bright, figured it out on the first ride.
The Puprunner has a storage area in front of the dog compartment, and a sun screen that goes over the top. It is 33 inches wide, and weighs about 45 pounds. The photo above shows my dog in the riding position, which lets me speed down hills without leaving her behind. The dog is tethered by a chest harness to the frame, not by a collar. I was impressed and thought it would be perfect for a nice ride that is too far for my dog, but would allow her to get a workout. The question is, when was was the first recumbent made? This is the earliest bent of the short wheel base (SWB) variety I have seen, by a Mr. Albert Raymond. I know of an earlier long wheel base bent invented by Jarvis in the U.S., from 1902, but this is the earliest SWB I have found. That it was from France should be no surprise, since Charles Mochet was making recumbents in France about that time period. In 1974 MASA (Multi-Advanced Sports Action) (of Japan) created a new class of closed-course track racing. They set up the rules so tight that only one trike would qualify,……their’s! Japanese companies could do that in those days. MASA was a Japanese company, but targeted the US with this form of racing. In 1975 they finally brought a few of these over here and did some exhibition races between their own staff. It never really caught on, but they still imported about 1500 of these into the US over a three year period. There were some very minor changes made to the trikes over the three years they were produced, like the rear dropouts, the chain tensioners, seat materials, colors, elimination of a lot of the original chrome parts, and the elimination of the use of a mid-drive that followed the rear der’s movements (called a reciprocal-gearing system). Since these trikes were focused on track racing only against like trikes, the lack of braking and their size was not a problem. Their wide, long front end was thought to be better protection for the rider. Two major problems that kept them from becoming popular was the single, minimally effective rear brake and their humongous size (56+lbs). The Slingshot really was intended solely for track racing where braking was only used to adjust speed entering the corners. Even the disc brake on the rear of earlier models was way less than effective for street use. Later models tried the Bendix drum brake on the rear wheel, but still fell short of being able to lock up the wheel. The trike’s 56-65lb weight didn’t help with it’s stopping problems either. Earlier models came with an aluminum ‘wing” over the front axle, probably more for looks than anything, and a bullet-shaped, sports car-styled rear mirror on the left side. The chain and front sprocket was also completely enclosed in an aluminum guard. They were very high tech looking machines, but too heavy to compete with any other HPV around. The first year only came in red or yellow, with lots of chrome on the front end. The second and third years offered the orange and black colors, with the loss of all chrome on them, except the rims. The one you have there now is a very late first year model, with a tan seat and simpler, single cog rear jack-shaft on the driveline. It still has some of the chrome on the steering components, but not all. It is a transition model. The seller claims it to be original paint, but that’s not true. Orange wasn’t introduced until all chrome was eliminated. Black also came out first, with all parts painted black, then the orange was added to the frame only. One last feature that also killed it was it’s tendency to flip over in high speed corners! The rider’s center of mass was closer to the rear wheel than the fronts so it wanted to tip that rear wheel over, and the front wheels couldn’t stop it with so little weight on them. It as about a 30/70% weight distribution on them, front to back, whereas our current generation of tadpole trikes average about 60/40% front to back. |
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