Rear Derailleur Adjustment – What you need to know

A poorly adjusted derailleur can be the difference between a great ride and throwing your bike into the bush with frustration. Having gears that are crisp and reliable will make you ride better, be more efficient and wear out fewer parts. The concept of setting up your rear derailleur can be daunting yet after breaking it down step by step, you will see that it isn’t so bad.

01schematic

On a derailleur there are four means of adjustment which will each change a different aspect of your shifting. In this article I will break down each of the adjustments into what they control, and how to set them accordingly. The four types of adjustment are:

  • B – Tension Adjustment
  • High Limit Screw
  • Low Limit Screw
  • Cable Tension
B Adjustment

B Adjustment

The First means of adjustment is probably the least understood part of any bicycle. The B – Adjustment. If this screw is set up correctly, it is likely that you never even knew it existed. If not then your bike has likely never shifted correctly. The B-Tension adjustment controls the height of the upper pulley in relation to the cog.Winding out this screw will decrease the gap between the pulley and cog while winding it in will increase the gap. If the B adjustment is wound too far in, the derailleur will have a large gap and have a tendency to jump gears. If the adjustment is too far out then the jockey wheel will sandwich the chain between the cog and pulley resulting in a grinding/rubbing sound. The optimal position is where the pulley clears the cog and chain by approximately 2-3mm.

B Adjustment Wound Too Far In

B Adjustment Wound Too Far In

B Adjustment Wound Too Far Out

B Adjustment Wound Too Far Out

Correct B Adjustment

Correct B Adjustment

The second and third aspect of derailleur adjustment are the two limit screws. These adjustments change the extremes of how far the derailleur can move. If your chain has ever gone into your spokes, you can likely blame an incorrectly adjusted limit screw. Both limit screws are labeled with an H for high and a L for low.

Sram Limit Screws

Sram Limit Screws

Shimano Limit Screws

Shimano Limit Screws

Every derailleur has two limit screws, a high and a low. The easiest way to remember which is which is to think in terms of high speed vs. low speed. The H, or high speed limit screw will control how far towards the outside or smallest cog your derailleur will travel. The L, or low speed adjustment will control how far up towards your spokes the derailleur will travel.

Limit Screw Adjustment

Limit Screw Adjustment

Winding inward (clockwise) both the the high and low limits will shift the derailleur towards the center of the cog. For example, if your derailleur is traveling into the spokes, you will need to wind in the low limit. If you are unable to shift from 2nd into first even manually pushing the derailleur, the low limit needs to be wound out. on the other side, if the chain is falling off of the smallest cog, you will need to wind in the high limit, while if you can not shift from 8th into 9th gear, you will need to wind out the high limit.

On a correctly adjusted derailleur, the pulley wheels will line up directly with the highest and lowest cogs.

Properly High Limit

Properly aligned High Limit

The last aspect of derailleur adjustment is cable tension. The cable that runs from the shifter to the derailleur is an extremely important aspect of your bike. The tension of this cable will determine if your gears will shift or cause you endless frustration.To adjust the cable we can break it down into a few simple steps.

  • Shift into the smallest cog which is your hardest gear.
  • Wind in your barrel adjustment in all the way and then out one half turn. This is for both the handlebar barrel and the derailleur if you have one.
  • Undo the derailleur cable fixing bolt and pull the cable tight without  moving the derailleur.
  • Tighten the fixing bolt without letting any slack into the cable.
Cable Fixing Bolt

Cable Fixing Bolt

At this point your derailleur should be close. To make minor adjustments you will now use the barrel adjuster. When shifting, if the derailleur will not shift up, into an easier gear you will need to wind out the barrel adjuster. Start to turn the barrel in a counter-clockwise rotation 1/4 turn at a time until the gear changes smoothly. If by chance the derailleur does not shift down, into a harder gear, you will want to turn the barrel in a clockwise rotation 1/4 turn at a time until the shift is made.

Barrel Adjuster

Barrel Adjuster

As you can see, there is a fair bit to correct derailleur adjustment. Really though, it breaks down into four adjustments and a little bit of patience. If you have any input of adjustment, comment, ask questions, provide your two cents.

Until next time,

Dustan

5 Responses to “Rear Derailleur Adjustment – What you need to know”

  1. Sean Says:

    Dustan,
    I wasn’t sure I was 100% clear regarding the optimal B adjustment on a rear changer. Was the 2-3mm of clearance you refer to between the top of a gear tooth on the largest cog and the top of a gear tooth on the upper pulley wheel? I was hoping you would clarify what 2 points should be 2-3mm apart exactly. Thanks.

  2. dustans Says:

    The gap between the upper pulley wheel and the cassette should be the height of your chain +2-3mm. This would be easiest measured by manually pushing the chain against the pulley wheel and measuring the distance between the chain and the cassette (or vice versa). Or, If you want to adjust by feel, you can wind the B-Tensions screw inwards until it no longer makes a knocking sound while shifting from 2 into 1, then an additional half turn from this point.

  3. BicycleBob Says:

    One comment perhaps worth mentioning: If there is any ‘drag’ (ie friction) in your derailleur cable, this will sabotage all efforts to achieve good crisp reliable shifting. Occasional cleaning of the derailleur cable will pay dividends. This is most easily accomplished with the ‘split’ cable guides by shifting the chain up to the biggest cog, then stopping the wheel from turning and shifting back down to the smallest cog without any further pedal ling. This will release enough tension off the cable to pull the ends of the cable housing sections out of the cable stops, slide them up the cable and use a rag to wipe the inner cable clean and perhaps lightly lube it. Then push the derailleur back in toward the largest cog and it should be possible to slide the cable housings back into their cable stops.

  4. BicycleBob Says:

    Just to add: (If cleaning the cable doesn’t eliminate the friction, it may be time to replace the cable and housing.)

  5. admin Says:

    Great Point BicycleBob, A dirty/old cable will ruin your shifting. Using a light Teflon based lube such as Tri-flow on the cable will help short term but cables do wear out. If your shifting has noticeable lag on the down shift, consider changing the cable.

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