Use Bar-End or Downtube Shifters for Bike Touring

Alee December 3, 2011 7

A gear shifter is a component used to control the gearing mechanisms and select the desired gear ratio. In terms of reliability, the gear shifter is another essential part on a touring bicycle. Without a working gear shifter you are often left with just one gear (and often a gear that is not very useful).

A friction shifter (often referred to as downtube or barend shifter) is a lever that moves up and down, pulling a gear cable and in effect changing your gears. There is nothing complex about friction shifters.

A quick definition session:

Indexed shifting:  Having designated index points on a shifter that adjust gear cables to pull the derailleur to a particular gear. Integrated road shift/brake levers, MTB shifters and downtube/barend shifters will have this feature.
Friction shifting:  Having infinite adjustment of a cable to change gears manually. Friction shifters are recognised by levers found most typically on downtubes or barends – and have the ability to be switched to being indexed.

Many people question the fact that friction shifters are found stock on bike builds such as the Surly Long Haul Trucker, Kona Sutra and KHS TR101. Why wouldn’t you just use a normal road shifter, capable of easy gear changes without taking your fingers off the brakes?

The answer is simply simplicity.

What’s wrong with STI and MTB shifters?

They are often complex to fix. I have broken many road and MTB shifters in my time. Springs and coils can become dislodged, ceasing their operation. Although I am sometimes able to fix these shifters with replacement parts or careful rebuilds, it is not a worry I like to take on while I am touring.

Six friction shifter mounting options:

Barend ShifterBarend Shifter
Downtube ShifterDowntube Shifter
Stem shifterStem shifter
Paul ThumbiesPaul Thumbies
Retroshift LeverRetroshift Lever
A Custom Steerer MountA Custom Steerer Mount

Pros:

- The most robust gear changing design known to man – I have never heard of a failure!
- Choose between the indexed shifting and friction shifting options (available on most friction shifters)
-
Change from your smallest to largest gear in one go
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You don’t need to be competant in bike mechanics to ‘tune’ gears on friction shifters – they require no tuning!
-
You are able to mix and match components from different manufacturers and know that they will work together
-
Lightweight design

Cons:

- Harder to access and change gears on both drop handlebars and flat handlebars, when compared to an normal road brake/shift lever or MTB shifter

Alternative Friction Shifter Mounts:

Flat, Riser, Trekking and Moustache Handlebars:
The friction shifter isn’t just limited to use on road or drop handlebars. As a user of a flat, trekking or moustache handlebar, you are able to use the Paul Thumbie adapters to run a downtube shifter on your handlebar! These are made to run on a standard grip size handlebar (22.2mm) or you can get a road model that sits on the top of the handlebar (26.0mm).

Road Handlebars:
Another option (other than downtube/barend) for road handlebars are Retroshift levers. They are not yet available, but should be available by the end of 2011.

Any Handlebar:
Other methods include steerer and stem mounting, if they can fit on your build. Keep in mind that these methods can increase the height of your handlebars considerably. M-gineering from the Netherlands made the custom red steerer mount featured in the above picture.

Conclusion:

- Using friction shifters will dramatically reduce the chance of shifter failure on a bike tour. It is simple and easy to change gears and also just as simple and easy to tune. Lightweight to boot.
- My favourite downtube/barend shifters are Shimano Dura-Ace. They work exceptionally as well as looking neat.
- If you’re touring for extended periods make sure that your bike has friction shifters – avoid STI and MTB shifters!

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  • olee22

    And what type of shifters did you have on your bike? I see you have a Rohloff on your tandem now.

    • http://www.cyclingabout.com/ Alex Denham

      We’ve used both down tube and bar end shifters on touring bikes. Bar end are much more convenient with a drop handlebar.

  • Ron Nicolas

    Just wanted to say thanks. After reading this article I got a set of the Dura-Ace bar ends for my last trip and very quickly began asking myself why I hadn’t done it sooner. Being able to shift through multiple gears in one go is definitely a plus, as is being able to trim the front derailleur. Once again, thanks

    • http://www.cyclingabout.com/ Alex Denham

      Glad you like them, Ron!

  • tom w

    Kelly Take-offs are good since they still allow shifting with hands on the hoods. Only possible issue is if they interfere with a large handlebar bag, which I don’t use anyway…

    • http://www.cyclingabout.com/ Alee Denham

      Thanks Tom. I’ll add Kelly’s option to the list!

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