Troubleshooting Common Rear Derailleur Shifting Problems on a Bike
Once you have learned the basics of installing a 1X drivetrain, there are a host of details to fine-tuning and maintaining it. Eventually, it will start making annoying clicking sounds, or skipping out of the gear you select. From the first day a new drivetrain is installed until it is recycled, pieces stretch, loosen, wear, and become bent. The troubleshooting guide below will take you through some common shifting issues, followed by their most likely causes and solutions.
We will stick to problems that plague rear derailleurs, as 1X setups are common on most modern mountain bikes. For older bikes with front derailleur issues, the solution is quite simple: Remove the front derailleur and replace the chainrings with a single 1X-specific ring and wide range cassette. Boom! You just cut your drivetrain problems in half.
In all seriousness, we need to define a few key terms before starting. If you already know bicycle drivetrain nomenclature you can skip ahead to the troubleshooting section.
The low limit screw adjusts the limit of how far a derailleur can move toward the lowest gear. The lowest gear is the big spinny one used to climb steep stuff, and it is located nearest the spokes.
The shift cable pulls against the derailleur's spring to shift into lower gears and releases cable tension to allow the same spring to pull the derailleur into higher gears. When you shift into the lowest gear you are putting direct pressure on the derailleur via cable tension, and the limit screw is what keeps it from going too far and falling off the cassette. The ideal position for this limit is where it stops the derailleur's upper pulley (a.k.a. jockey wheel) directly below the lowest gear and does not allow it to go any further.
The high limit screw adjusts the limit of how far a derailleur can move toward the highest gear. The highest gear is the little one near the bike's seat-stay and chain-stay junction. Just like the lowest gear, the ideal limit adjustment places the derailleur's upper pulley directly in line with the highest gear, preventing the chain from shifting off of the cassette and into the frame.
The B screw (a.k.a. body-angle screw) adjusts the amount of space between the upper pulley and the lowest gear, which affects chain wrap and low gear shifting.
Chain wrap is the amount of chain that interacts with any given cog in the cassette, from the point the chain first touches the cog until it leaves on its way to the chainring.
Most of the time a bike will shift properly with the upper pulley wheel 5-6mm away from the lowest cog. Turn the B screw clockwise to make the gap larger, and counterclockwise to close the gap.
On modern mountain bike shifters, barrel adjusters are mounted on the shifter, right where the cable housing exits the shifter body. They essentially work like bolts that the cable housing sits against, allowing effective length adjustment of the cable housing. The shift cable passes through the hollow center of the barrel adjuster.
Turning the adjuster counterclockwise (from a rider's perspective) lengthens the cable housing slightly, which increases the tension on the cable. This added cable tension helps move the derailleur toward the lower gears. Turning the barrel adjuster clockwise shortens the cable housing, lowers cable tension, and allows the derailleur's spring to pull toward the higher gears.
When cable tension is properly balanced the chain will stay in the selected gear, and will move up and down the cassette with equal ease, speed, and accuracy.
Ok, now we dig into the greasy issues.
Likely the issue is either a bent derailleur hanger or the low limit screw needs to be adjusted.
Again, this is likely due to a bent hanger, or the high limit screw needs to be adjusted.
Have you changed your cables and housing recently? Often sluggish and reluctant shifts are due to debris buildup between the shift housing and the shift cable, kinks in the cable and/or housing, or worn out housing.
Most often if your shifting is sluggish in one direction you can improve it by turning the barrel adjuster.
Your upper derailleur pulley is likely too close to the cassette, and the B screw needs to be adjusted.
On some modern cassettes with large gear jumps, like Shimano's 11-46 cassette, you will need to adjust the B screw further, adding space between the upper pulley and the largest cog, in order to make the final shift to the lowest gear possible. First, make the normal 5-6mm adjustment. Then shift between the lowest two gears, turning the B screw a full revolution until your derailleur shifts smoothly from one to the other.
Often called "ghost shifting," this can be caused by a number of things.
A jumping or slipping chain is often caused by a mis-measured chain, worn drivetrain components, or a stiff chain link.
If the above solutions don't fix your problem, your local mechanic certainly can.
Have you experienced shifting issues that are not listed above? Do you know of possible solutions we didn't mention? Please share them with us in the comments.
For more rear gear goodness, check out this video on trailside derailleur hanger adjustment, and this one on how to use a derailleur hanger alignment tool.