Bicycle and motorcycle geometry

Bike wheelbase, head angle, fork offset (AKA rake), and trail

Bicycle and motorcycle geometry is the collection of key measurements (lengths and angles) that define a particular bike configuration. Primary among these are wheelbase, steering axis angle, fork offset, and trail. These parameters have a major influence on how a bike handles.

Wheelbase

Wheelbase is the horizontal distance between the centers (or the ground contact points) of the front and rear wheels. Wheelbase is a function of rear frame length, steering axis angle, and fork offset. It is similar to the term wheelbase used for automobiles and trains.

Wheelbase has a major influence on the longitudinal stability of a bike, along with the height of the center of mass of the combined bike and rider. Short bikes are much more suitable for performing wheelies and stoppies.

Steering axis angle

Telescopic forks on a BMW motorcycle reveal the steering axis angle, also called the rake angle
Example of a chopper with an unusually large rake angle

The steering axis angle, also called caster angle, is the angle that the steering axis makes with the horizontal or vertical, depending on convention. The steering axis is the axis about which the steering mechanism (fork, handlebars, front wheel, etc.) pivots. The steering axis angle usually matches the angle of the head tube.

In bicycles, the steering axis angle is called the head angle and is measured from the horizontal. A 90° head angle would be vertical. For example, Lemond[1] offers:

Due to front fork suspension, modern Mountain Bikes as opposed to Road Bikes, tend to have slacker head tube angles, generally around 70° although they can be as low as 68° (depending on frame size).[2]

At least one manufacturer is offering after-market headsets that enable changing the steering axis angle.[3] When all else remains the same, this alters the trail of the bicycle.

In motorcycles, the steering axis angle is called the rake angle or just rake and is measured from the vertical.[4] A 0° rake would be vertical. For example, Moto Guzzi[5] offers:

Fork offset

The fork offset is the perpendicular distance from the steering axis to the center of the front wheel.

In bicycles, fork offset is also called fork rake. Road racing bicycle forks have an offset of 40–50 mm (1.6–2.0 in).[6]

The offset may be implemented by curving the forks, adding a perpendicular tab at their lower ends, offseting the fork blade sockets of the fork crown ahead of the steerer, or by mounting the forks into the crown at an angle to the steer tube. The development of forks with curves is attributed to George Singer.[7]

In motorcycles with telescopic fork tubes, fork offset can be implemented by either an offset in the triple tree, adding a triple tree rake[8] (usually measured in degrees from 0) to the fork tubes as they mount into the triple tree, or a combination of the two.[9] Other, less-common motorcycle forks, such as trailing link or leading link forks, can implement offset by the length of link arms.

Fork length

The length of a fork is measured parallel to the steer tube from the lower fork crown bearing to the axle center.[10]

Trail

A diagram showing the effect of decreasing the head tube angle or the fork offset on the trail.

Trail, or caster, is the horizontal distance from where the steering axis intersects the ground to where the front wheel touches the ground. The measurement is considered positive if the front wheel ground contact point is behind (towards the rear of the bike) the steering axis intersection with the ground. Most bikes have positive trail, though a few, such as the two-mass-skate bicycle and the Python Lowracer have negative trail.[11]

Trail is often cited as an important determinant of bicycle handling characteristics,[12][13] and is sometimes listed in bicycle manufacturers' geometry data, although Wilson and Papodopoulos argue that mechanical trail may be a more important and informative variable,[14] although they both describe very nearly the same thing.

Trail is a function of steering axis angle, fork offset, and wheel size. Their relationship can be described by this formula:[15]

\text{Trail}_\text{bicycle} = \frac{R_w \cos(A_h) - O_f}{\sin(A_h)} and \text{Trail}_\text{motorcycle} = \frac{R_w \sin(A_r) - O_f}{\cos(A_r)}

where R_w is wheel radius, A_h is the bicycle head angle measured from the horizontal, A_r is the motorcycle rake angle measured from the vertical, and O_f is the fork offset. Trail can be increased by increasing the wheel size, decreasing or slackening the head angle, or decreasing the fork offset. Trail decreases as head angle increases (becomes steeper), as fork offset increases, or as wheel diameter decreases.

Motorcyclists tend to speak of trail in relation to rake angle. The larger the rake angle the larger the trail. Note that, on a bicycle, as rake angle increases, head angle decreases.

Trail can vary as the bike leans or steers. In the case of traditional geometry, trail decreases (and wheelbase increases if measuring distance between ground contact points and not hubs) as the bike leans and steers in the direction of the lean.[16] Trail can also vary as the suspension activates, in response to braking for example. As telescopic forks compress due to load transfer during braking, the trail and the wheelbase both decrease.[17] At least one motorcycle, the MotoCzysz C1, has a fork with adjustable trail, from 89 mm to 101 mm.[18]

Mechanical trail

Mechanical trail is the perpendicular distance between the steering axis and the point of contact between the front wheel and the ground.[19] It may also be referred to as normal trail.[20] In each case, it's value is equal to the numerator in the expression for trail.

\text{MechanicalTrail}_\text{bicycle} = R_w \cos(A_h) - O_f, and
\text{MechanicalTrail}_\text{motorcycle} = R_w \sin(A_r) - O_f

Although the scientific understanding of bicycle steering remains incomplete,[14] mechanical trail is certainly one of the most important variables in determining the handling characteristics of a bicycle. A higher mechanical trail is known to make a bicycle easier to ride "no hands" and thus more subjectively stable, but skilled and alert riders may have more path control if the mechanical trail is lower.[21]

Wheel flop

Wheel flop refers to steering behavior in which a bicycle or motorcycle tends to turn more than expected due to the front wheel "flopping" over when the handlebars are rotated. Wheel flop is caused by the lowering of the front end of a bicycle or motorcycle as the handlebars are rotated away from the "straight ahead" position. This lowering phenomenon occurs according to the following equation:

f = b \sin\vartheta \cos \vartheta[22]

where:

f = "wheel flop factor," the distance that the center of the front wheel axle is lowered when the handlebars are rotated from the straight ahead position to a position 90 degrees away from straight ahead
b = trail
\vartheta = head angle

Because wheel flop involves the lowering of the front end of a bicycle or motorcycle, the force due to gravity will tend to cause handlebar rotation to continue with increasing rotational velocity and without additional rider input on the handlebars. Once the handlebars are turned, the rider needs to apply torque to the handlebars to bring them back to the straight ahead position and bring the front end of the bicycle or motorcycle back up to the original height.[23] The rotational inertia of the front wheel will lessen the severity of the wheel flop effect because it results in opposing torque being required to initiate or accelerate changing the direction of the front wheel.

According to the equation listed above, increasing the trail and/or decreasing the head angle will increase the wheel flop factor on a bicycle or motorcycle, which will increase the torque required to bring the handlebars back to the straight ahead position and increase the vehicle's tendency to veer suddenly off the line of a curve. Also, increasing the weight borne by the front wheel of the vehicle, either by increasing the mass of the vehicle, rider and cargo or by changing the weight ratio to shift the center of mass forward, will increase the severity of the wheel flop effect. Increasing the rotational inertia of the front wheel by increasing the speed of the vehicle and the rotational speed of the wheel will tend to counter the wheel flop effect.

A certain amount of wheel flop is generally considered to be desirable. In the magazine Bicycle Quarterly, author Jan Heine wrote, "A bike with too little wheel flop will be sluggish in its reactions to handlebar inputs. A bike with too much wheel flop will tend to veer off its line at low and moderate speeds."[22]

Modifications

Forks may be modified or replaced, thereby altering the geometry of the bike.

Changing fork length

Increasing the length of the fork, for example by switching from rigid to suspension, raises the front of a bicycle and thus decreases its head angle.[10] Lengthening the fork would have the opposite effect on the rake of a motorcycle, since rake is measured in the opposite direction.

A rule of thumb is a 10 mm change in fork length gives a half degree change in the steering axis angle.

Changing fork offset

Increasing the offset of a fork reduces the trail, and if performed on an existing fork without lengthening the blades, shortens the fork. [24]

Legal requirements

The state of North Dakota (USA) actually has minimum and maximum requirements on rake and trail for "manufacture, sale, and safe operation of a motorcycle upon public highways."[25]

"4. All motorcycles, except three-wheel motorcycles, must meet the following specifications in relationship to front wheel geometry:

MAXIMUM: Rake: 45 degrees - Trail: 14 inches [35.56 centimeters] positive
MINIMUM: Rake: 20 degrees - Trail: 2 inches [5.08 centimeters] positive

Manufacturer's specifications must include the specific rake and trail for each motorcycle or class of motorcycles and the terms "rake" and "trail" must be defined by the director by rules adopted pursuant to chapter 28-32."

Other aspects

For other aspects of geometry, such as ergonomics or intended use, see the Bicycle frame article. For motorcycles the other main geometric parameters are seat height and relative foot peg and handlebar placement.

See also

References

  1. ↑ "Lemond Racing Cycles". 2006. Archived from the original on 4 August 2006. Retrieved 2006-08-08.
  2. ↑ Kona Frame Geometry | title = Kona Frame Geometry | year = 2013 | url = http://2k13.konaworld.com/bike.cfm?content=big_kahuna#2| accessdate = 2014-08-08
  3. ↑ Matt Pacocha (23 Dec 2011). "Cane Creek AngleSet review". BikeRadar. Retrieved 2013-04-14.
  4. ↑ Rider Contributor (June 30, 2009). "Suspension and Understanding Motorcycle Rake and Trail". Rider Magazine. Retrieved 2013-12-14. Rake is the angle, in degrees, that the steering head of the frame...is tilted back from the vertical
  5. ↑ "Moto Guzzi USA". 2006. Archived from the original on 12 December 2006. Retrieved 2006-12-11.
  6. ↑ "Geometry of Bike Handling". Calfee Design. Retrieved 2011-04-06.
  7. ↑ Kevin Atkinson (2013). The Singer Story: The Cars, Commercial Vehicles, Bicycles & Motorcycles. Veloce Publishing Ltd. Retrieved 2013-12-14. The curved front forks of a bicycle are a George Singer patent, and still in use today.
  8. ↑ "Rake & Trail Calculator". RB Racing. Retrieved 2013-12-14.
  9. ↑ Hornsby, Andy (2006). "Back to School". Archived from the original on 4 April 2005. Retrieved 2006-12-12.
  10. 1 2 Rinard, Damon (1996). "Fork Lengths". Archived from the original on 26 October 2007. Retrieved 2007-10-18.
  11. ↑ "Frame Geometry". Archived from the original on 20 April 2011. Retrieved 2011-04-07.
  12. ↑ Josh Putnam. "Steering Geometry: What is Trail?". Archived from the original on 30 April 2011. Retrieved 2011-04-07.
  13. ↑ "An Introduction to Bicycle Geometry and Handling.". C.h.u.n.k. 666. Archived from the original on 30 April 2011. Retrieved 2011-04-07.
  14. 1 2 Whitt, Frank R.; Jim Papadopoulos (1982). "Chapter 8". Bicycling Science (Third ed.). Massachusetts Institute of Technology. ISBN 0-262-73154-1.
  15. ↑ Putnam, Josh (2006). "Steering Geometry: What is Trail?". Retrieved 2006-08-08.
  16. ↑ Cossalter, Vittore (2006). "THE TRAIL". Archived from the original on 2007-02-16. Retrieved 2006-12-14.
  17. ↑ Cossalter, Vittore (2006). Motorcycle Dynamics (Second ed.). Lulu.com. p. 234. ISBN 978-1-4303-0861-4.
  18. ↑ "MotoCzysz". 2006. Archived from the original on 1 December 2006. Retrieved 2006-12-14.
  19. ↑ Tony Foale. Motorcycle Handling and Chassis Design: The Art and Science. p. 3-1. Retrieved 2013-10-18. the distance between the ground contact patch and the steering axis as measured at right angles to that axis. The SAE refer to [this] as 'Mechanical Trail'
  20. ↑ Vittore Cossalter. Motorcycle Dynamics. p. 32. Retrieved 2013-10-18. normal trail is the perpendicular distance between the front contact point and the steering head axis
  21. ↑ Watkins, Gregory K. "The Dynamic Stability of a Fully Faired Single Track Human Powered Vehicle" (PDF). Archived from the original (PDF) on 2006-07-17. Retrieved 2006-08-23.
  22. 1 2 Heine, Jan. "Bicycle Quarterly -- Glossary". Vintage Bicycle Press. Archived from the original on 21 May 2010. Retrieved 3 June 2010.
  23. ↑ Foale, Tony (2002). Motorcycle Handling and Chassis Design. Tony Foale Designs. pp. 3–11. ISBN 84-933286-1-8. Retrieved 3 June 2010.
  24. ↑ Matchak, Tom (2006). "Fork Re-Raking and Head Angle Change" (PDF). Archived (PDF) from the original on 17 May 2008. Retrieved 2008-05-30.
  25. ↑ "CHAPTER 39-27 MOTORCYCLE EQUIPMENT" (PDF). 2006. Retrieved 2006-12-14.

External links

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