Bike Specific Tools

In my previous post I rambled on about wrenches. There are many special tools that you may still need to perform specific repairs, like straightening a wheel or replacing a chainring. I'll discuss the more common bike tools here. Let's start with cone wrenches:

If you want to service your hub bearings you will need cone wrenches. These are thin wrenches designed to fit on the flat sides of the bearing cone. First you slide the cone wrench on the cone to hold it steady:

Next you unscrew the locknut with a regular wrench or an adjustable:

With the locknut out of the way you can service the hub (here's the full tutorial). Front hubs usually have 13mm cones, while rears have 15mm cones.

The next bike tool I'd like to show are spoke wrenches. You use these to turn the spoke nipples, and thus adjust the tension on the spokes:

There are 3 common sizes - 3.2mm (black), 3.3mm (green), and 3.5mm (red). If you do lots of work on different bike wheels then you'll need all 3 wrenches. The idea is to use the tightest fitting spoke wrench, and press it onto the spoke nipple as you turn it to avoid rounding off the nipple (which is unfortunately easy to do since they're made of soft brass).

Here is a simple bike tool used to remove chainring bolts:

It's very simple, and it's only purpose is to hold the nut in place as you unscrew the chainring bolt with an Allen key:

Now here is one of my crank removal tools (middle piece):

This tool threads into the crank after you've removed the crank bolt, and then pulls the crank off an Octalink, Isis, or square tapered spindle. First you screw the base of the tool all the way into the crank, with the inner piece fully unscrewed:

Then you tighten the inner piece until the crank slides off:

That's really all there is to it, and I wrote another tutorial about removing cranks here.

The rear gear clusters on derailleur equipped bikes need special tools to remove as well. There are two varieties, freewheels and cassettes. Each type use a different set of tools. First, here is a freewheel tool next to some freewheels:

A freewheel tool should fit the specific freewheel that you want to remove, and there are many different types. To use the tool, slide it into the freewheel's splines and unscrew it with a big fun wrench:

 

I posted more detailed information about freewheels here. The other type of gear cluster is the cassette, which requires both a lockring tool and a chain whip to remove:

To tell these apart, count the number of teeth on the smallest cog. If there are 12 teeth or less then it isn't a freewheel. Also look for a flat lockring in front, with splines for the tool to fit in. Anyway, to use the cassette tools you need to brace the cassette with the chain whip and insert the lockring tool into the splines:

Put a wrench on the cassette tool and press down on both the wrench and the chain whip to unscrew the lockring.

There are two more tools I'd like to show - the bottom bracket tool and the chain tool:

The bottom bracket tool looks like an oversized freewheel remover, and works the same way. You would use it to unscrew a cartridge bottom bracket from the bike frame (full tutorial here).

The chain tool is used to disconnect/reconnect a bike chain. There is a small pin that pushes a rivet through the chain link so that you can remove the chain from the bike. I made a more thorough post about it here.

There are definitely more bike specific tools out there, but these are some of the basic ones that most bikes tend to use. Many of them can be the difference between a quick and simple repair, and a nightmarish day-long ordeal. These tools are really cheap too, and the frustration they save you is well worth the initial cost.

Wrenches

This article isn't really bike specific, so feel free to skip it if you know how to use a wrench. If you're new to taking things apart then read on.

There are a number of tools you can use to remove bike parts. I'll try to demonstrate the common ones you would use for basic maintenance and then some. Let's start with wrenches. Older bikes have lots of hexagonal nuts and bolts (generally called fasteners) to hold things together. To remove them you will want to use an age old tool called a wrench:

An adjustable wrench is better than the wrong size wrench (like using a 5/8" wrench on a 15mm axle nut), but it is less than ideal if the correct wrench is available. You can use an adjustable if you're on the side of the road and need to fix something, since it's easier to bring a 6" adjustable with you than a whole toolkit. However if you're at home and you're working on a valuable bike, you shouldn't risk damaging the fasteners with an adjustable.

It's best to use the closed end of a wrench when breaking a bolt loose, since this will distribute the force onto all 6 sides of the fastener and prevent it from rounding off. Alternatively you can also use sockets:

I normally prefer wrenches over sockets for bike work, but a ratchet and socket is one of the best tools to remove a crank bolt since a wrench won't fit inside the crank. As far as tool quality is concerned you definitely don't need anything expensive like Snap On or Matco. Basic chrome vanadium wrenches from the hardware store will do fine as long as you're using the right size.

If you don't already know what size a fastener is, use the tightest fitting wrench you can find. Most bike fasteners are metric (except for older American-made bikes, these usually have 1/2" or 9/16" stem, handlebar, and seatpost clamp bolts, and occasionally 1/2" front axle nuts. The rest of the fasteners will probably still be metric). If a wrench feels a bit loose, try the next smaller size. Things get a bit confusing when you're unsure whether the nut is English or metric, but if you're willing to do some math you can always find the right one.

Math Warning 

To convert from English to metric, just divide the fraction, then multiply by 25.4 (there are 25.4 millimeters in an inch). For a 9/16th" wrench, divide 9 by 16 (this gives you .5625"), then multiply that by 25.4 (this becomes 14.29mm). As you can see, a 9/16" wrench is just a bit larger than 14 millimeters. If both of these wrench sizes easily fit on a bolt, use the 14mm because it is a tighter fit.

End Math Warning

In general, bike fasteners are usually soft metal, and get pretty chewed up if you use the wrong sized wrench. Also, avoid using pliers or anything with serrated jaws on nuts or bolts:

These are meant for different purposes, and are a sure way to ruin a fastener.

Finally, most modern bike parts use Allen bolts instead of hexagonal ones. These have a small hexagon stamped inside the head of the bolt, and they require Allen keys:

These are pretty straightforward to use, just make sure that the key is fully seated in the bolt before turning it, because these can round off easily (especially when they get rusty). You will never see an inch-sized Allen bolt on a bike, so get a metric set instead.

As far as bike wrench sizes go, the most common wrench sizes are 8, 9, and 10mm for brakes, derailleurs, and other smaller parts. 14 and 15mm are common for axle nuts, seat clamps, and pedals. Finally, 4, 5, and 6mm Allen bolts are also common on many modern bike parts.

Three Speed Cable Installation

Three speed hubs are shifted much like indexed derailleurs, using a special cable with a barrel attached to either end. It's fairly common for these cables to seize up with rust, so I'll show you how a new one goes on. The bike I'll be working on has a Shimano 333 hub with a twist grip shifter. First you remove the shifter from the bike if it's still attached (on this shifter you unscrew the two screws on either side):

 

Now you can disassemble the shifter, just don't lose any parts (especially the ball bearing that controls the shifter's indexing):

Now install one end of the cable onto the shifter's core piece:

Let the cable sit inside the channel:

Reassemble the shifter around the cable, paying attention to where the ball bearing sits:

Screw this barrel into the shifter once the two halves are back together:

Now you can slide the shifter onto the handlebars. You should tighten the clamp screws so that the shifter stays in place. This shifter also has a third smaller screw on the bottom to adjust the twisting resistance. You can adjust this screw after the shifter is secured on the handlebars:

Now you have to secure the other half of the cable to the frame. This bike uses a removable clamp to hold the cable in place. Basically you need to find a position that takes most of the slack out of the cable once you screw it onto the hub's pushrod lever mechanism:

Once you find a good position for the clamp you can tighten it down. Here's an overview on how to adjust the shifting:

There will usually be a red circle or a pointer arrow on the lever that the cable attaches to. This arrow needs to line up with the indexing notch when the shifter is in the middle gear. You can use the barrel adjuster to fine tune this adjustment. If you don't have enough threads on the adjuster to line up the arrows, then reposition the chainstay clamp to give yourself more room to adjust the cable. That's about it. These hubs usually have an oil port, so fill it with a little oil every now and then (gear oil would be just about perfect, but motor oil or automatic transmission fluid will work well too).

Threadless Headset Overhaul

Until now I've only shown how to service threaded headsets. Most newer bikes have a different setup where the stem clamps onto the fork's steerer tube. Here's what a threadless headset looks like:

This is a stronger and lighter system than the old threaded setup, and slightly easier to service too. Shown here is a basic Dia Compe Aheadset on a Trek 930. The first step is to remove the top cap bolt:

Now you can loosen the side clamp bolts. If there's more than one then loosen each bolt in half turn increments or less:

The stem will slide right off at this point. Carefully lay it aside so you don't kink the cables:

Now remove any headset spacers:

Here you'll notice a plastic ring wedged inside the top bearing race. Sometime you can just shove the fork out of the head tube at this point. If there's too much resistance, then gently pry up on the bearing race to lift up both the race and the plastic ring. Afterwards if you push the race back down, you can slide the plastic ring off:

Now you can easily slide the fork out:

Time to clean out the bearings and add some fresh grease to the frame cups:

The fork goes in the same way that you removed it, so carefully slide it back into the head tube:

Wipe off any grease from the steerer tube, then replace the top bearing race:

And the plastic ring:

Now the dust cover:

Then the spacers:

Finally the stem:

 

Don't tighten the clamp bolts yet. Instead replace the top cap and tighten down the bolt:

This is the tricky part because this bolt sets the preload on the headset. I like to make it nice and tight at first in order to seat the headset parts together, then loosen the bolt until the fork turns freely without play. Only after this bolt has the correct tightness should you align the handlebars and tighten the clamp bolts:

 

These bolts will lock in the headset's adjustment, and basically secure the fork to the frame. Tighten them evenly in 1/4 turn increments so that the gap in the stem is the same by each bolt (if there's only one clamp bolt then just make it nice and tight). That's it, no big wrenches to fuss with or stuck quill stems to deal with. The only tools you need are allen keys.

Bike Pedal Overhaul

My pedals wouldn't turn easily, so I thought I'd clean the bearings and give them some fresh grease. Most inexpensive pedals are similar to these, and can be taken apart with a screwdriver and a socket wrench. These particular pedals have an aluminum cage that's screwed onto a plastic body, so I had to remove the cage to access the bearings. First I removed the reflectors, these were held on by 8mm nuts:

Now I could remove the cage screws. It's important to use a tight fitting screwdriver bit for these because they strip easily (a #2 philips bit fit these well):

 

Now you can pull off the cage and pry out the center cap to access the bearings:

On some pedals the center cap screws onto the pedal body, so if it has flat sides to put a wrench on then keep this in mind. Anyway inside there will be a nut, a keyed washer, and a bearing cone. You need to remove the outer nut first with a socket wrench (this one is a 12mm nut):

Next you can pull out the washer and unscrew the bearing cone:

 

 Now the pedal body will slide off the axle:

Clean all the bearing surfaces (including the axle) and repack them with fresh grease:

Carefully slide the pedal back on and screw in the bearing cone. I just turn it in until the bearing play disappears, then replace the washer and tighten down the locknut. If the pedal feels gritty as you turn it, then you should loosen the locknut, unscrew the cone, and retighten the locknut. Once you're happy with the way it spins you can reinstall the cage and anything else you might have removed (like reflectors or toe clips):

As long as you have the right size socket to fit the locknut this is a fairly easy procedure. You should really only re-grease your pedals if they were submerged, since most will have long happy lives without any attention whatsoever. Oiling the bearings once a year or two should be just fine from a maintenance perspective.