Sturmey-Archer SW Hubs
Feel free to email comments, correction, or criticism to Brian Hayes at: email@example.com
The Sturmey-Archer SW hub has a history of troublesome operation, to say the least. Most people’s experience with this hub has been negative and the result is that these hubs are today rather rare. While the hub did not turn out to be a practical replacement for the venerable AW, there are nevertheless some intriguing aspects of the design that sustain a moderate level of interest in this hub. Indeed, a properly operating SW has been described as “delightful”, “nearly silent”, “more efficient”, etc. My interest in this hub stems from my acquisition of a 1958 Robin Hood Sports equipped with a malfunctioning SW. I had never ridden an SW-equipped bike, and I was smitten with the quietness of this hub when compared with the common AW. This page sets out to aid other SW owners who are interested in resurrecting their tired old hubs and enjoying a piece of Sturmey-Archer history. With the aid of some junk spares, careful assembly, and a bit of luck, you can get these things to work reasonably well, and (if you are willing to allow some ticking noise while coasting) even extremely well.
Besides the externally obvious differences from the common AW (smaller, lighter), the ratios are different than the AW, with the SW providing what is presumably “super-wide” ratios:
When comparing the SW with the common AW hub, a look inside the hub reveals a different approach to the design of epicyclic gearing for bicycles. In fact, there is not much about the SW that is interchangeable with any other Sturmey-Archer hub.
In the following, 1st, 2nd, and 3rd gear selections are referred to as “low”, “normal”, and “high”, respectively. Also, for clarity, I have placed some part numbers in parentheses which refer to those shown in the 1956 master catalogue (see bottom of web page for more links).
The first internal difference of note is the fact that unlike the AW’s 4-planet design, the SW uses three planets, a three-pronged driver, three pawls (at any one time), a 3-lobe clutch, etc. The reason this is significant is that under load, arrangements with 3-point contact tend to distribute forces equally over all three parts. This means that the gears share the driving forces equally, but with a 4-planet hub, some of the gears are highly loaded and some are lightly loaded, until or unless the parts “wear in” enough after use. This situation is analogous to the 3-legged milk stool, which distributes loads equally on all three legs while the 4-legged variety would not unless the legs are whittled or shimmed to prevent any wobble. This design feature also allows smaller gears to be used because all three will always share the load – this is presumably one reason Sturmey-Archer designers were able to reduce the size of the hub from the previous designs. Indeed, gear failures are not common with any Sturmey-Archer hubs, to my knowledge.
Another useful feature of 3-point loading is the fact that the ring-shaped parts are self-centering under load. This is most notable in the SW’s clutching parts: the dogs on the gear ring and the right hand pawl ring. These parts have 3 mating combinations possible, and using a rounded face, 3-point design ensures loads are evenly shared regardless of combination. Again, even load distribution is the goal.
By far, the most notorious feature of these hubs, however, is their use of springless pawls. These little gems of irritation are free-floating, crescent shaped, hardened steel a mere 3/10ths of an inch long by 3/16ths of an inch wide (much smaller than the AW pawls). They resemble a Woodruff key, except that the normally flat surface of a Woodruff key has been curved, resembling a crescent or smile. They are used to transmit torque in one direction and allow freewheeling in the other. The freewheeling is accomplished by a rocking action imposed by the passing ramps and valleys of the right or left ball rings – it’s actually quite clever and reminds one of the classic escapement mechanisms of mechanical watches and clocks. While coasting, these pawls are nearly silent to the rider, but spinning the wheel with the bike off the ground and your ears nearby will usually produce a noticeable ticking sound.
When the direction is reversed to the drive direction, the arrangement of ramps and valleys serve to pick up one edge of each pawl and jam them in place against the valleys in the ball ring, preventing relative rotation of the pawl carrier and the ball ring. There are 3 in action in any given gear selection, again to evenly distribute the drive forces. They are smaller than AW pawls, but since they were designed to be engaged 3 at a time instead of 2, they are presumably sized to be more or less equivalent in strength.
Interestingly enough, this type of freewheel mechanism was used in (and predates) the original Sturmey-Archer three speed hub of 1902. The mechanism was referred to as the “Micrometer type of springless clutch”, named after the company that apparently invented it1.
Another interesting feature that differs from the AW is the use of the sliding clutch to switch into low gear. The AW’s low gear is activated by the 4-pronged clutch striking the underside of the two normal/high pawls, thus forcibly disengaging them and allowing torque to be transmitted by the other set of pawls (low gear). With the SW’s pawl design, there was no way to do this, so for low gear, the entire pawl ring is moved out of position (de-clutched) to allow the left side pawls to become active. This requires an extra spring and with its added stiffness, the trigger pull is higher. I am guessing that for this reason, Sturmey-Archer made a special, two-piece indicator spindle that allows more thread engagement for better strength (apparently not needed, though, because late model SW’s use the conventional indicator spindle). Other hubs with high trigger pull also used two-piece, left-side indicating (the FW, for one).
Cantilever planet pinion shafts
The planet pinions run on thick shafts made integral with the planet cage, unlike the separate stepped shafts of the AW. They are not supported on both sides of the gear (cantilever arrangement) and therefore need the extra diameter to resist excessive flexing in high gear. Thick pinion shafts increase the drag in operation, reducing the efficiency, maybe to the point of offsetting the fact that it’s got only three planets.
Despite the theoretical advantages of the 3-planet design, in practice, the SW hubs were rather disappointing, particularly in the operation of their pawls and gear rings. The most common symptom would be skipping under load in normal or high gear. Interestingly enough, low gear (the most highly stressed condition for these pawls) seldom produces this problem. The reason for skipping in normal and high is twofold – in one case it’s due to worn clutch dogs, which will be expounded upon later, and in the other case, it’s due to problems with the pawls. Under even non-abusive service, the pawls can develop chips and indentations and can wear to the point of not being picked up by the ratchets. The ultimate cause of this premature wear would surely have been evident in the development testing of this hub design, thus preventing the eventual embarrassments in actual service. So what went wrong?
This question may never be fully answered, but I’ll offer some speculation: The development testing most probably involved some initial hand-built prototypes that did not use production tooling, and as such, were probably machined rather precisely by the best machinists Sturmey-Archer had. Under these conditions, the SW design probably was proven handily and authorization to go into full scale production ensued. With production tooling, however, the SW design really fell apart due to the sloppy techniques that were common to manufacturing plants of the time. Remember, these hubs had to be relatively inexpensive for them to prove economically viable. Evidence of this abounds when one examines the SW parts. Very rough machining and sloppy fit of most moving parts is standard procedure. (An engineering colleague of mine in our Gear Technology group described the gear machining as “horrible”). This is not meant as a slam against the quality of Sturmey-Archer workmanship; most of the parts are hardened, which accentuates the machining marks more than normal, and again, these hubs had to be economical. Also, powder metallurgy was not available as a viable option in 1955. As the old saying goes, “You can have it good, fast, or cheap – pick any two.”
Consequently, producing a design such as the SW in this environment must have proven nearly impossible. Because of the necessary loose fit of parts (to ensure simultaneous interchangeability and low cost), the concept of 3 point contact went out the window, except when the occasional hub had all the right combination of parts. In other words, because of the lack of precision, the 3 pawls were not simultaneously lifted into jamming position; instead only one or two pawls typical engaged at any one time (you can see this on a partially disassembled hub turned by hand). The hub still functioned under these conditions, albeit somewhat roughly due to internally offset loading. This condition led to damage, since the pawls were not designed to take all the driving forces single handedly. Couple this with the typical abusive behavior found in youth, and the results should have been predictable. Occasionally, the right combination of parts must have produced a hub that reliably engaged all three pawls and therefore gave good service.
Tony Hadland reports that:
“In 1995, Sturmey-Archer enthusiast Jim Gill produced a report on the SW's shortcomings and how they might be resolved. He noted that slipping occurred in direct and high gears but not in low gear. After extensive testing he concluded that invariably one or two pawls failed to seat fully against the ratchet teeth. ‘The gear ring and pawl ring were thus no longer concentric so that with each turn of the hub the dogs which locked these two items together moved very slightly in relation to each other and eventually they "walked" apart causing a slip.’
He concluded that the SW would have worked fine if Sturmey-Archer had a) slightly increased the depth of the well for the pawls and b) fitted each pawl with a spring and modified the profile of the ratchet teeth in the ball cups.”2
This explanation makes good sense and links the two failure modes of pawl problems and worn gear ring dogs. However, as I mention below, merely spring loading the pawls provides an excellent solution to the slipping problems in normal and high gear.
The metallurgy of the parts also played a vital part in the performance of these hubs. On the one hand, the pawls and pawl rings must be made from very hard, high strength steel in order to withstand the extreme stresses (see below) when pedaling hard. On the other hand, such high hardness makes it difficult for the parts to “wear in” together evenly; it’s the proverbial Catch-22. It would be interesting to know whether Sturmey-Archer designers ever experimented with various heat treatments on the pawls in order to arrive at an optimum hardness.
A stress analysis of a single pawl operating under a 200 pound pedal force is shown in the accompanying animation. The stress levels are extremely high and demonstrate why the pawls typically chip and/or indent. If all three pawls are used at once, the stress is reduced by a factor of 3 and the pawls would then probably survive quite well. Under the “overload” conditions, the von Mises stress at the “indent” portion of the pawls is approximately 300ksi and 800ksi at the tip, if anyone is interested.
One area of wild speculation as to the contributing factors of hub demise is that of lubrication and wear. I have found pawls that were not chipped and not dented, but were rather simply worn down on the tips of the crescent, rendering them inoperative (see picture at right). It is unclear whether such a condition is caused by partial engagement in the ratchets or merely from the millions of oscillations imposed by coasting. The latter appears a bit more likely since the wear seems to occur equally on either end and may be due to the presence of grit in the lubricating oil or may be caused by the forces required to rock the pawls back and forth, or a lack of lubrication, or a combination of these. Lack of lubrication could be due to the fact that these bicycles have kick stands on the left side and therefore lean to the left – any oil in the hub will tend to migrate to the left side, thus starving the right side pawls. It may also be due to overly heavy lubricant – grease in the pawl sockets is recommended for ease of assembly and perhaps this grease contributed to excessive pawl wear due to its high viscosity. Who knows? I hope I am not provoking a “holy war” on the selection of oil, but my recommendation would be for a fairly light oil such as ATF or the like, preferably synthetic. Cold weather operation may prove troublesome with too heavy an oil.
Other high-wear areas include the planet cage-to-axle pivot, the gear spacer ring, and the gear ring-to-ball ring interface on the right side. I have seen a lot of sludge build-up around the planet cage pivot and this may be the reason for a design change from the original conical fixing plate to a nut and spacer arrangement.
These hubs often run rough in low and high gear (normal gear does not load the planetary gears, and is always smooth). This roughness can be easily felt by the rider as a result of misalignment of the gear ring and planet cage and is due mostly to loose cone adjustment, sloppy thread clearance from the axle to cones, bent axles, or possibly single pawl engagement. Also, with this and some other Sturmey Archer 3-planet designs, the pinions have a modified tooth form to allow the “wrong” number of teeth to be used on the pinions (the SW’s pinions have 15 teeth, but would normally be designed with 16 to match the 52-tooth ring and 20-tooth sun). This design choice allowed the pinion teeth to be stronger, but also inevitably meant that the smoothness suffered. Furthermore, the gear teeth are very crude and this fact may also be contributing to the roughness. A test hub with the gear ring teeth ground down about .005” and their edges radius-ground has improved, but not eliminated the roughness. However, another test in which tight fitting cones were chosen from the parts bin virtually eliminated the perceived roughness. Chainstay dropout alignment has also been shown to affect the smoothness; make sure your frame is properly aligned.
My original 1958 hub’s internals had worn, sloping gear ring and pawl ring dogs which permitted the pawl ring to actually slide or “cam” out of engagement (against the spring force) in normal or high gear. If normal gear was selected, this then produced a secondary effect of slamming the hub into low gear, an event that surely must take a great toll on the gear ring internal splines (mine were really chewed up) and may be the main cause for low gear pawl chipping. This “camming out” effect may be what Tony Hadland is identifying as the primary cause of trouble with this hub1. It is more prevalent in high gear than normal because a rider typically transmits more torque in a slower/higher gear. As mentioned above in the section on pawls, the slipping of these dogs can be related to problems with incomplete pawl engagement, although even with perfect pawl operation, clumsy shifting can result in partial engagement of these dogs, again leading to slippage.
Mid-19581 seems to be a point for many design changes to the hub, presumably done to increase its reliability. 1958 is also the year that the AW was re-introduced and apparently made “standard” again. The last year for the SW was 1960, but I do not know if there were any late changes since I have no hubs dated later than late 1958.
The left side indicator with right side toggle chain was changed to a conventional right side indicator spindle in about mid-1958. This required a change to the axle key; instead of a simple through hole, it now had a threaded hole to accept the indicator spindle. The models originally equipped with right side indicator spindles also do not have their axles drilled all the way through.
A few NOS pawl rings I have encountered are machined differently than all of the others. There is a subtle change to the dog faces where they contact the mating surface of the gear ring. I’m not sure which configuration is newer. The color from heat treatment is also different, suggesting a change. Based on an inspection of a seemingly original early 1958 hub, the pawl ring on the left may actually be the newer design. This “blunter” dog design makes sense if wear reduction was the goal.
I have encountered at least two different pawl configurations, differing in the dimensions and appearance (NOS parts). One type, shown in the accompanying pictures has a bright finish and has a height of .170” by a width of .335”, while the other type measures .160” by .330” and has a natural metal finish. The tips of the larger pawl are also a bit blunter. I would guess that the larger pawls were the result of an attempt by Sturmey Archer to improve their performance as they really do work better. I’m not sure of the hardness differences between pawls, if any, but I expect that all pawls are through hardened. I have also seen some variations on the width, but not much different than the nominal width of 3/16” (.1875”). The larger pawls are understandably a bit noisier in operation, but still not very noticeable to the rider. If you have a choice, use the larger pawls on the right side since they have better engagement performance.
At least three planet cage designs were fielded over the years, with the original design having a smooth outside diameter adjacent to the low gear pawl sockets. (This configuration appears in the illustrations of the 1956 master catalogue.) Later, a thin ridge was added next to the pawl sockets, presumably to aid in the centering of the planet cage relative to the ratchets, but possibly also to improve the gear alignment. The last change was apparently to increase the width of this ridge to reduce the attendant wear. This feature may be the big reason these hubs were not known to give too many “skipping” problems in low gear.
At least two different gear ring designs have been made. Early versions did not have an extra lip at the right side ball ring interface – they simply ran against the sides of the ratchets. Apparently, this caused too much wear and later versions added a lip to run against the inboard side of the ball ring.
Early versions of the SW used a conical fixing plate (L4) and special washer (L24) to retain the planet cage on the axle. The conical fixing plate was permanently deformed into position using a hollow punch to flatten it in place. This feature was later deleted and replaced with a spacer and hex nut, presumably for easier servicing, but also (perhaps) to correct a problem with excessive wear resulting in too much internal play (I have some very worn examples with over 1/8” play). The newer arrangement certainly is more robust than the original.
The first thing one should do when contemplating repair of these hubs is to become thoroughly familiar with the design. This is best accomplished by viewing the cutaway drawing, exploded view and parts list available from Tony Hadland’s site. All the following suggestions assume that the reader has these resources available.
If your hub is slipping as soon as pedal force is applied in low gear, the problem is probably with the left side pawls. One of the easiest ways to get it working again (provided the pawl damage is minimal) is to disassemble, clean, and swap the position of the low gear and high gear pawls (left side to right side). Furthermore, it should be evident from the dimple and/or chips which direction they were originally oriented in their respective sockets. Switching the direction will load the pawls in the opposite direction and provided they are free to oscillate and are not too worn, is essentially equal to using new pawls. Since NOS pawls are as rare as hen’s teeth, it makes good sense to use up all the available life from each pawl. You may also want to experiment with individual pawl locations until the right side pawls all consistently pick up and fully engage. Check this by assembling the hub internal and operating the ratchet by hand. I do not recommend the practice of applying grease to the pawl sockets as an installation aid; a drop of oil works well enough to keep pawls in place while assembling and you won’t have to worry about the potential sluggish engagement of pawls.
If your hub is slipping only in normal or high gear, the problem can also be due to worn pawl ring dogs in addition to pawl problems, and a simple fix can be affected by increasing the spring’s engaging force. This is accomplished by stretching the large spring (L15) out to increase its free length. This increases the trigger pull into low gear and probably also accelerates wear so it’s important not to overdo it. If the pawl ring dogs are not too worn, this may be all that’s needed to restore proper operation, but in the long term, it may be necessary to regrind the dogs or replace the gear ring and/or pawl ring.
Let me begin here by stating that I assume the reader is very familiar with Sturmey-Archer gearing in general, especially with the ubiquitous AW. If you are new to three speed planetary hubs, I suggest you find an AW hub and take it apart for practice. Having said this, there is only one area of SW adjustment that requires special attention: the bearing cones. Unlike the tolerant AW, the adjustments should be as close as possible to zero “play”. This ensures the best possible centering accuracy, which in turn improves the chances of three simultaneous pawl engagements. If the bearing adjustments are too loose, you will almost certainly end up with pawl problems, even with new parts. The importance of keeping the centering accuracy good is evidenced by the design evolution of the low gear side’s planet cage having a centering lip added. If you experience gear roughness, the first thing to check is cone adjustment. If nothing changes, you might try installing the axle rotated 180 degrees in the dropouts or try a different left side cone.
The adjustment of conventional indicator spindles is best accomplished (in my opinion) with the Sheldon Brown method: in low gear, the chain should have just a slight bit of extra travel when pulled further outward, and in high gear the cable should be slack. Since many of these hubs do not have indicator windows in the right axle nut (N200) (presumably due to the change mentioned next), this is the only practical way to adjust the spindle, unless replacement nuts with windows are used.
Conventional right side indicators can replace the two-piece indicators even if the hub originally was not configured this way. The only trick is finding a threaded axle key made for the SW or making your own. Fortunately, making your own is easy – just whittle down the ends of an axle key from any AW hub until it fits properly in the clutch sleeve and sliding clutch. The two-piece, left side indicator/toggle chain arrangement is easier to adjust properly, however, and I would recommend keeping this arrangement unless you have damaged parts.
Make sure burrs on the pinion teeth are ground smooth. If the burrs face the spacer ring (L6), the spacer ring will experience excessive wear and probably an increase in drag until the parts wear in to a smooth running condition. Allowing things to wear in on their own can really chew up the spacer ring, however, so I suggest removing any burrs from the planet teeth.
When rebuilding an ailing SW, the best approach would be to use all new parts, but most of these parts are rare today so this is not a viable option for most hubs. However, with a collection of junk hubs, one may be able to assemble a “better-than-new” hub by measuring the parts and selecting the best fitting ones. Using a micrometer or dial caliper, measure the length and height of each pawl and try to match like measurements into sets of three. Also, look for a combination of smallest inner diameter with largest outer diameter of the right side pawl ring (L11). The driver surface that this pawl ring runs on should also be the largest possible. Try the operation of the right side pawls by hand (partially assemble the internal with the right side bearing cone finger tight – no play) and see if you can get simultaneous engagement of all three. It’s frustrating, but can be accomplished. Also, select bearing cones whose threads fit as tightly as possible on the axle to help eliminate gear misalignment (same cones as the AW, so availability should not be a problem). Ultimately, the “best” combination of parts will be a matter of judgment and trial and error fitting. If you do not have any spares to work with, converting to spring loaded pawls may be the answer – see below.
This is best accomplished with a small sharpening stone, light oil, and a ton of patience. The idea here is to reface the dogs to be perpendicular to each other and thus eliminate the tendency to cam out against the spring. Be careful to check the fit of the gear ring with the pawl ring before reassembly, and do not remove too much material since the parts are case hardened, not through hardened. The case depth with carburizing methods typically used by such parts is seldom very deep and therefore this regrinding method may not last very long. (I have heard that Sturmey-Archer used the sodium cyanide bath method of carburizing; according to my information, this method produces what is known as superficial hardness – the case depth may be only a few thousandths of an inch)3.
I am also experimenting with a reverse taper grind and face texturing of the dogs to help keep them in contact under load. Results will be posted here at a later date.
Because most of the Sturmey-Archer internal parts are not machined or ground after heat treatment, their surface finish is rather rough and they can benefit a good deal from polishing. Normally, this would be accomplished by simply using the hub and all the parts would wear in over time to a smooth working condition. The problem with this in the case of the SW is that the wear particles are in circulation, and may have detrimental effects on the pawls. Polishing of the pawl sockets, ball ring ramps, gear faces, driver, etc. can only help; polish with a Dremel tool or something similar as many of these areas as you can stand. For flat surfaces, a pane of flat glass with 600-grit wet/dry sandpaper and light oil can be used to produce a very smooth surface.
Also, since the planet gears are shaper-cut gears with poor tooth precision, lapping of new gears is not a bad idea, either. This can be accomplished by assembling the gearing and introducing a bit of automotive valve grinding paste in the mesh and spending a patient hour turning the assembly back and forth by hand. Don’t use too much paste; you don’t want to grind more than the surface of the gears. When finished, remove all traces of the grinding paste. Perhaps the best advice concerning polishing is to disassemble the hub and change the oil after a run-in period of, say, 50 miles or so. Wear areas that can benefit from additional polishing will then be evident. It may be good to disassemble and change the oil every year, or until little oil discoloration is encountered.
Another potential improvement to the design of the pawl rings involves grinding a radius on the drive side edge of the pawl sockets. This would serve two purposes: reduce the tendency to dent the pawls, and improve the load sharing amongst the pawls. Also, on the left side, a soft steel retainer is pressed onto the end of the planet cage to provide end retention of the pawls. If three holes are drilled in this retainer at the bottom of the pawl sockets, the pawls would be more easily engaged in the ratchets because the oil surrounding the pawl could not create a vacuum effect.
A more or less permanent fix to the pawl problem can be obtained by spring loading the pawls. I have successfully modified a right side pawl ring to accept small bow-type springs in the bottom of the pawl sockets that keep the pawls positively engaged. It has virtually eliminated any skipping and has made shifting gears much more positive. This fix is probably the best long-term solution, producing a very reliable hub. If you are interested in modifying your hub, here’s how to do it:
Using a cutoff wheel on a Dremel tool, make some shallow cuts at the bottom of the pawl sockets as shown. The depth should not be too great, perhaps around 1/16th of an inch or so. Also, be careful to keep the slot as short as practical so as not to weaken the pawl ring (L11) too much. Next, some suitable spring material must be scavenged to place in these slots. I found a camera wind lever spring worked well for this purpose, but anything similar will do – look for flat, spiral shaped springs in old mechanical clocks, cameras, toys, etc. The final spring configuration I arrived at was about 1/16th of an inch wide and around 3/8ths of an inch long, providing firm springing action against the bottom of the pawls. If I do this again, I might try something a bit more flexible such as the film chamber pressure plate from the same junk camera. Any thin flat spring that can be bow-shaped will probably work. Make sure that whatever spring material you use, your Dremel cuts are deep enough to allow the springs to be totally recessed. In operation, the large pawl retaining washer (L13) and the thrust spring (L15) will keep these pawl springs in place.
Assembly is a bit tricky because when the right hand ball ring (L14) is placed over the pawls, the springs tend to push against the retaining washer and then pop out. I solved this problem by assembling the driver, spring, and ball ring all at the same time, and then assembling over the installed pawl ring, washer, and pawls. The thrust spring helps to keep the new pawl springs from shifting out of their grooves.
This modification has worked well with old, worn pawls and produced and assembly that virtually guarantees all three pawls will be properly engaged. The low gear pawls would also benefit from this technique and the pressed steel retainer on the end of the planet cage would retain the springs well. However, assembly of the completed internal into the hub shell might be very difficult to impossible – proceed at your own risk. Since the low gear pawls are more reliable, springs are probably not needed on this side.
While sprung pawls may ultimately be the best fix in practical terms, they do have one drawback. The hub will no longer be “silent” when coasting. In fact, the spring arrangement I have described gives a rather “bright” ticking sound similar to the AW.
The closest ANSI standard sized Woodruff key is a no. 403, but it’s only 1/8th inch wide. However, in a pinch, one might be able to combine a 403 with a 203 (1/16th wide) and with careful grinding with a Dremel tool produce the correct geometry. Woodruff keys are typically rather soft, however, and pawls made from them may not last long in service. The ideal thing would be to have access to a heat treating facility in order to carburize the pawls after shaping them.
After rebuilding and adjusting, there will probably be a period in which frequent attention is required to get the hub working consistently. Make sure the torque applied to the axle nuts is sufficient to prevent movement in the dropouts since this will adversely affect the gear adjustment and alignment.
One of the ironic things I have discovered about the SW is that while its pawl design is easily overloaded from slamming the pedals around, it is also easily overloaded by not engaging all three pawls and the engagement of all three is more assured with a firm slam on the pedals. For this reason, I think that proper use of the hub will involve a delicate balance between riding too hard and riding too timidly. This is a bit academic, however, as there is no way to judge the effectiveness of your style of riding except over long periods of time (years). Experience has taught me that the proper shifting technique is critical to eliminating troublesome slips.
What constitutes abuse of these hubs? Clearly the design is not as robust as an AW hub and cannot take the abuse doled out from, say, the typical teenager. However, a reasonably mature adult rider should be able to obtain good service from the hub provided a few precautions are taken. Many people warn against standing up to pedal. I would also add that the chain ring/sprocket combination not differ much from the “standard” 46/18 offered on the bike. I use my 1958 Robin Hood for a relatively short urban commute and am using a 48/19 combination and I have dented the low gear pawls from aggressive acceleration (not standing). However, I also have a Hercules with a 44/19 combination that is pretty smooth and reliable after about a thousand miles of commuting (I have yet to examine its pawls). I would add, also, that unless the bicycle provides a practical means for your particular style of riding, I wouldn’t bother riding it. To paraphrase Sheldon’s quote of Victor Hugo: “The useful is as useful as the beautiful”, or as my ever-practical father-in-law would quip, “I didn’t buy it to look at it!”
Now for an opinion about coasting: you are better off limiting the amount of coasting for three reasons. First, it’s not good cycling form. Second, coasting wears the pawl tips and the less that occurs, the better. Third, if one coasts frequently, one will also be engaging pawls frequently, thus increasing the chances for damage and wear.
Unlike the relatively rapid, smooth shifting of the AW hub, the SW shifts like a garbage truck. Many times you will find yourself “chasing” an engagement for almost a full crank revolution after shifting. Up shifting usually results in a loud “ker-klunk” as the pawls and/or pawl ring engage, but sometimes there will be a simple, rapid “click” – an indicator of an improper shift. Also, I have found the downshift into low gear to be rather balky at times, to the point of irritation. While pedaling, you may occasionally hear and feel a “pop” as a pawl snaps into position. There are no improvements for this behavior, to the best of my knowledge. It’s the most disappointing aspect of the SW’s operation, to me.
I would also caution against the practice of what I’ll call “pedal shifting” whereby up shifts are accomplished by maintaining pressure on the pedals, shifting the trigger, and then releasing the pedal pressure a bit when the actual shift is desired. I use this method to good effect in traffic with my AW hubs, but I worry that the SW may not tolerate an occasional partial engagement. Even a “fresh” SW will occasionally skip in normal or high gear if the shifting is sluggish or clumsy. Check the operation of the toggle chain and make sure there is no binding to interfere with rapid movement during gear changes. In practice, I have found that the rider develops a certain cadence for good up shifting that results in three distinct sounds, rather like a drum player’s “ba-dump-bump” at the punch line of a joke. These three distinct sounds are presumably the trigger release, the pawl ring slapping against the gear ring dogs, and finally pawl engagement. If your up shift results in a simple click sound, coast a bit and re-engage because this type of shift often results in a slip. Click here for how a “good” shift sounds on one of my bikes (I recorded this whilst riding).
Finally, I recommend not storing the bike with the gear selector in low. A good habit for all internal gear hubs is to make sure the cable is slack whenever you park the bike (usually, this means putting it in “high”). This practice will ensure that any spring relaxation over time will be minimal, and in the case of the SW, will maintain good spring pressure on the pawl ring, thus helping to reduce the likelihood of the camming out problems previously mentioned.
As mentioned above, my recommendation for a lubricant is fairly thin oil such as automatic transmission fluid (ATF). The reason I think this is especially important for the SW is the fact that with heavy oil, pawls may tend to stick in their sockets and resist being tripped into position – ultimately leading to wear and/or chipping. I have also used motorcycle transmission oil (Gearsaver by Belray), which is a thin oil replacement for 80W gear oil (equivalent viscosity to 20W motor oil, but it’s actually very thin at room temperature). It’s a bit thicker than regular ATF, but otherwise seems very similar; it seems to stick to the parts a little better so a good film remains after several hours of idle time. 75W gear oil (same viscosity as 10W motor oil) may prove to be an excellent lubricant, as well, although there really isn’t any need for much EP additive since there are no hypoid gears. I also recommend parking the bike in an upright position to eliminate the possibility of oil starvation of the right side pawls.
However, all this special attention to oil will be rather unnecessary if using sprung pawls. In that case, I would imagine the selection of oil does not matter very much.
The recommended amount of oil in the hub at any given time is great mystery to me. These hubs tend to leak whatever oil they have, especially if you have the old style metal lubricator cap. Sturmey-Archer have suggested two teaspoons poured into the internals upon initial assembly and replenishments of a few drops at a time. It is unclear to me what level of oil, if any, this practice was intended to maintain. Too much oiling doesn’t do any harm to the hub, but it will ruin the effectiveness of the rear brake if one does not keep after the mess. I have adopted a “little and not very often” approach which seems to keep the hubs working well and relatively clean.
If you are building a wheel, I have found 283mm spokes to work well with a 40-hole Endrick-style steel Dunlop rim, laced “cross 4”. For a Raleigh Patent rim, shorter spokes are needed, and I think 277mm would work (based on an old Raleigh spoke chart, the difference between Raleigh and Endrick rims is ¼ inch, or about 6mm for the AW).
Sheldon Brown’s wonder-site
Tony Hadland’s site for downloads of the 1956 master catalogue – includes exploded view and parts list for SWs and others.
Vintage bicycle discussion forum at Menotomy
1) The Sturmey-Archer Story, Tony Hadland, 1987. (Get this book! It’s neat!)
2) Supplement to The Sturmey-Archer Story, Tony Hadland, website.
3) Machinery’s Handbook, 24th ed., Robert Green, Industrial Press, 1992.