Branford Bike - Started in June, 1976 Branford Bike
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Headset, Seat Posts and Pedals Section: Page 13

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- Bicycle Headset Standards and Nomenclature -

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Headset Standards and Nomenclature
 
 
Bicycle Headset Standards and Nomenclature

This article will discuss the various headset types and standards found on modern bikes. The headset of a bicycle allows the fork steering column and front wheel to rotate and turn. There are now several different systems in use on bicycles. The installation and service aspect vary according to the style. This article will review the following headset types:
  • Threaded
  • Threadless
  • Low Profile (Zero-Stack)
  • Integrated System (IS)-angular contact without cups
  • Microtech®
  • Perdido®
  • Columbus®-type (Integrated- angular contact)
  • Campagnolo® Hiddenset(Integrated- angular contact)
  • One-Point-Five Standard (oversized steering column)
.

There are also several bicycle manufacturers using proprietary headsets of unique design. Adjustment procedures will not be discussed here directly. See also related articles:

 
Conventional Threaded Headsets

The threaded headset was once the common headset design for most bicycles. The "threaded" in the name refers to the external threading at the top of the fork steering column. Bearing cups are pressed into the bike head tube. The bearings, which may be loose ball bearings, retainer ball bearings, or cartridge bearings, sit above and below the pressed races. The top most bearing-race has internal threading, and is held in place by a threaded locknut. The stem has no effect on the headset adjustment.

Threaded Headset

Threaded headset parts

Threaded headset sizes are designated by the outer diameter of the steering column. This can seem confusing, because the head cups do not measure the named standard. The threaded standards are 1 inch, 1-1/8 inch, and 1-1/4 inch headsets. The various standards are generally not interchangeable. For more on threaded headset including the various standards see Threaded Headsets.

 
Conventional Threadless Headsets

Threadless headsets have many of the same features as Threaded Headsets. Bearing cups are pressed into the bike head tube. The bearings, which may be loose ball bearings, retainer ball bearings, or cartridge bearings, sit above and below the pressed races. The steering column has no threading. The top race uses an internal centering sleeve on the column to maintain alignment to the bearing cup. Pressure is applied to the top race from the stem. Threadless Headsets must use a compatible stem that matches the steering column diameter. The stem binds to the outside of the column, and holds the top race in adjustment. The threadless standards are 1-inch and 1-1/8 inch diameter steering column. For more on conventional threadless headset including the various standards see Threadless Headsets.



 
Low Profile, Zero Stack, Integrated with Cups, Internal Headset and Semi-Integrated types

This type of headset system has, unfortunately, several names. Cane Creek® uses ZS or Zero Stack, while FSA® uses the Orbit Z series. The low-profile, zero-stack, integrated-with-cups, semi-integrated, or internal-headset systems use pressed frame cups that act as a holder for the bearings. The cups have a flange, or lip, and sit adjacent to the outer edge of the top and bottom of the head tube. The head tube is a relatively large outside diameter, approximately 50mm, and cups allow the bearings to sit flush or even inside the head tube. The headset bearings sit "internally" to the top and bottom of the head tube. Some models use a cup that holds a cartridge bearing. The cartridge bearing is a slip fit into the cups. The cups act as a bearing holder and do not take bearing movement or wear directly. Other types have the cartridge bearing and cup/holder as a unit. These are simply replaced as a unit when it is worn out. Still another version of this type uses a cup and cone system with caged ball bearings, similar to the conventional threadless headsets. Additionally, the depth of insertion into the head tube will vary between brands and type. If the bike was designed for a shallow cup, a deeper cup will not properly fit. This lack of consensus in depth makes reaming the inside of the head tube problematic.

The Low Profile type of headset is adjusted in a similar fashion as threadless headsets. Pressure is applied from an adjusting cap and bolt in the stem. The Low Profile headsets, even the "zero stack", do have some stack height, in spite of their name. The steering column is commonly 1-1/8 inch diameter.

Park Tool offers the 690-XL facer for some of the Low Profile head tubes. This facer is used with the 768 Pilot to machine the top and bottom surfaces of the head tube.




Below is a photograph of a Low Profile headset using a cup and bearing as one unit. These systems align bearings to the top and bottom on the head tube faces, there is no angular contact inside the head tube. Note image below with cup pressing into frame. Lip of bearing cup presses against head tube face.

   

Below is a picture of the system using bearing cups, cone, and caged ball bearings, similar to conventional threadless headsets. Generally, these are considered less expensive headsets.

 
Integrated- Angular Contact System (without cups)

The integrated system uses cartridge bearings that are supported by machining in a specially shaped head tube. The frame may also use pressed rings or retainers inside the head tube. A cartridge bearing slips into these "cups" or supports, and is simply lifted out for replacement. There is no contact with the head tube face. The bearing sits inside the head tube, and references the angular contact. There are different standards within this integrated-angular contact family, and these are not interchangeable. A table at the end of this article summarizes the various standards.

The "IS" system is considered the most common. The name Integrated System is not a registered trade name. The system uses the 45-degree bearing contact in the frame. The bearings for the 1-1/8 inch steering columns use a 41mm outside diameter with a 45-degree bearing contact in the frame. The bearing may be marked "36-45". The first number refers to the inside bearing contact with the headset race or centering cone. The second number refers to the frame contact.

The less common 36-degree angular contact standard uses a bearing for the 1-1/8 inch steering columns with a 41.5mm outside diameter. The bearings may be marked "36-36".

Bearing adjustment in these systems similar to the threadless headset. Pressure is applied from an adjusting cap and bolt in the stem.





The picture below shows the inside of the specially designed and machined head tube. The inside bevel acts as the bearing "cup". Cartridge bearing are used which drop directly into the head tube as a slip fit. There is no pressing involved. All integrated system headset bearings use the internal bearing support inside the frame, not the top face of the head tube, for proper alignment reference.

    
Internal shoulder "cup" for cartridge bearing of the 45-degree and 36-degree angular contact frames.


Use the Park Tool 756-S cutters for the 45-degree angular contact IS frames.

The frame below uses pressed inserts or rings for the angular contact. Notice the split in the ring. These press in with only hand pressure against the machined relief in the frame.

 
Campagnolo® Hiddenset

The Campagnolo® Hiddenset is a proprietary design, and is basically an integrated-angular contact type without cups. The frame must be compatible with this design for this headset to be used. The bearings cone races do not press into the frame. The frame has a specially machined head tube to accept the bearings. However, this standard is not interchangeable with the Integrated System described above. Adjustment is similar to a conventional threadless headset.

Steering columns may be either 1-inch or 1-1/8 inch in this standard. The bearings are a slip fit into the frame. The common 1-1/8 inch standard has a bearing outside diameter of nominally 41.8mm with a 45-degree bearing seat. Campagnolo® brand bearings use a caged ball bearing inside the bearing unit. The unit can be pulled apart to be cleaned and regreased. Some other brands use a non-serviceable bearing, which are simply replaced, not serviced.

    

 
Microtech®

The Mircrotech® headset system is a proprietary integrated system. The frame head tube is machined specifically for the bearing. There is no angular contact in the frame for the bearing, but rather a square edge is recessed below the top and bottom face. The bearings are a press fit inside the frame and sit on the machined edge. Bearing alignment then references the internal machining, not the top and bottom faces. The lower bearing is also a press fit onto the steering column. The 1-1/8-inch forks use a bearing with an outside diameter of 42mm. Bearing adjustment is the same as threadless systems.

    
 
Perdido®

The Perdido® headset is a type of low-profile system, but uses different tolerances. The Perdido® system uses pressed cups into the frame head tube. The bearings are fitted into the cups, and are not a simple slip fit like some of the low profile systems. The Perdido® standard requires a very specific head tube inside diameter. The outside diameter of the Perdido® pressed race is 44.5mm, and the recommended inside diameter of the head tube is 44.4mm. The low profile pressed cups use a 44mm OD. This means a bike designed for Low Profile (zero stack) is not directly compatible with the Perdido® system without first reaming. A bicycle made for the Perdido® can only use Perdido®, it cannot use the Low Profile types.

The Perdido® headset is adjusted like threadless headsets. Perdido® is a registered trade name of the Chris King® Company.

 
Columbus® Type Headset

The Columbus type headset uses a cartridge bearing holding-cup that is pressed into the frame. The frame has no special seat machined inside the head tube. The frame head tube has an outside diameter of 45mm and a machined inside diameter of approximately 39.9mm. A cup of 45mm outside diameter is pressed into the frame. The cartridge bearings sit above and below the frame in these cups. The bearings are nominally 41.5mm outside diameter and are a slip-fit into the cups. The bearing seat of the cups is 36 degrees. This headset allows the "image" of an integrated system by matching the head tube diameter with the cup outside diameter. The Columbus®-type headsets are not interchangeable with other types. Cups are typically painted with the frame, which assists to hide their appearance on the bike. Adjustment is similar to threadless headsets.

Columbus® offers this system to frame builders with steel head tube inserts. These inserts are welded into the frame and are then effectively similar to the integrated system described above. The insert system is also in the 36-degree angular frame contact.

    


 
The Onepointfive Standard®

The Onepointfive Standard® uses a 1.5-inch diameter (38.1mm) steering column. The head tube inside diameter is approximately 49.6mm. The headsets are conventional threadless types, and but are simply quite large. The adjustment procedure is the same as threadless headsets. Below is a frame cup from the Onepointfive standard next to a 1-1/8-inch standard frame cup.

The Park Tool Facer/Reamer 758-S is made for this standard. To press the Onepointfive standard cups use the HHP-2 headset press.

For more on the Onepointfive see http://www.onepointfivestandard.com/

 
Headset Standards Summary

The various headset standards are outlined in the table below. An "interference fit" is also called a "press fit", where the head tube is smaller than the cup/bearing. The cup is pressed into the head tube with force. A "slip fit" allows the bearing to be installed and removed by hand, with no pressing required. In a slip fit, the outside diameter (OD) of the bearing is smaller than the inside diameter (ID) of the frame.

FRAME HEADTUBE ID BEARING or PRESS CUP OD Interference or Slip Fit DESCRIPTON
29.8mm to 29.9mm 30.0mm Interference fit Conventional JIS standard for 1-inch steering column, threaded and threadless
30.0mm to 30.1mm 30.2mm Interference fit Conventional "Euro" standard for 1-inch steering column, conventional threaded and threadless
Interference fit
33.8mm to 33.9mm 34.0mm Interference fit Conventional 1-1/8 inch for threadless and threaded
Interference fit
36.8mm to 36.9mm 37mm Interference fit Conventional 1-1/4 inch for threaded and threadless
38.55mm to 38.6mm 38.5mm Slip fit Integrated-angular contact
1-inch steering column
36 x 36 degree contact
41.05 to 41.1mm 41mm Slip fit Integrated-angular contact
1-1/8 inch steering column
36 x 45 degree contact
"IS" or "Cane Creek® types
41.3mm 41.4mm Interference fit Low Profile
1-1/8" steering column, with head tube outside diameter nominally 47mm
Frame has no angular contact.
41.55 to 41.6mm 41.5mm Slip fit Integrated-angular contact
36 x36 degree contact
TH Industries® ED-36 type
41.85 to 41.9mm 41.8mm Slip fit Integrated-angular contact
45 x 45 degree contact
Campagnolo® Hiddenset standard
41.9 to 42mm 42mm Interference fit Microtech® Integrated- non-angular contact
Frame has no angular contact.
43.9mm 44mm Interference fit Low Profile for 1-1/8 inch steering column
Cartridge bearing types use slip fit into pressed cup.
44.05mm to 44.1mm 44mm Slip fit Integrated-angular contact
1-1/8" steering column
36 x 36 degree contact
49.6mm 49.7mm Interference fit Onepointfive® Standard
Oversized threadless type
Information and photos are courtesy of Park Tool.
Visit their site at ParkTool.Com
 
 
 
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Page 12
Park Seat Post and Pedal Tools

Headsets
Table of Contents

Branford Bike Catalog
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Page 14
Working with Threaded Headsets
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Branford Bike Online Catalog - Archival Edition
brought to you by the former owner of Branford Bike, Tim Brockett via his personal web site, TimsLife.Com
This is an archival edition of the Branford Bike web site from February 2006. Complete with product photos, prices, how to articles and technical specifications it is a treasure trove of accurate, detailed and historical information.

In July of 2006 Branford Bike was incinerated by a huge forest fire. No one was hurt but the inventory and buildings were completely destroyed. I witnessed the fire and stayed until the trees were burning in my driveway. At that point I hiked from Branford Bike, through the smoke and embers, down the mountain to my Jeep 3 miles away. I took photos and wrote about the harrowing experience so everyone could see what I saw. My insurance was generous and I later rebuilt my home and started another business selling books. Read the story here.

Branford Bike was a huge part of my life for over 30 years; June 1976 to July 2006. I enjoyed those years tremendously and Branford Bike was often a labor of love. I hope you enjoy browsing through the archival catalog. If your visit brings back pleasant memories please share them with me via e-mail at timbrockett@gmail.com .

If you find any printed Branford Bike catalogs, advertisments or flyers please scan them as a PDF and email. Or you may mail them via US Post to Tim Brockett, PO Box 1711, Emigrant, MT 59027. Eventually I will post them in a Memorabilia catalog section.

Many Thanks and Best Wishes,
Tim Brockett
 
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