The Carbon Fiber Incedent

Just as I was about to board the plane I noticed that the lady in front of me was having trouble with her seat assignment. As with any plane boarding, I was in the cattle line awaiting my turn to get a seat in the cramped aircraft. I happened to be just at the edge of the jetway - the device for boarding aircraft which is akin to a rodent habit-trail - when I started to look at the metal used to make the planes outer fuselage. From my insignificant perspective, the aluminum used to make the plane looked real sturdy to me. I even grabbed an edge and attempted to see if it was flexible. No, the metal would not be flexible without help from the "Jaws of Life". On the other hand, I knew this plane would buckle like a pinata if it had to take any forces beyond those of passenger air travel.
Once inside the plane, I took my seat next to the lady with seat-assignment woes. We sat near the junction of the wing and the fuselage. She began to regale me with various stories about the stresses of parenthood. I guess the stress of parenthood can effect anyone, but I found myself more and more interested in the stress I saw on the aircrafts wing surface.

Take off

As we sped down the runway to a speed which would facilitate lift, I saw the metal on the top of the wing surfaces appear to give a little. It was similar to the first time you used a Seal-a-Meal. You knew the bag would shrink up and look ugly, but somehow this was normal, no matter how odd it looked. At some level I knew the metal on the surface of the wing could take the forces of a 240MPH takeoff, but seeing the same metal I was unable to bend actually giving way to unseen forces was a bit eerie.
Once in the air I opened the latest edition of Roadbike-Mountain-Bike-Action-Carnage-Air-BMX Magazine and tried to kill some time while waiting for the plane to get where I was going. On every page was the newest, strongest, and lightest part ever needed for your bike or MTB. There was some stuff so lightweight it came with warnings about usage. I started to correlate this with the metal on the outside of the plane. The plane was designed to withstand the forces of flight within a given set of parameters. That is, if you do not go over a certain speed, there are no boulders on the taxiway, you have fuel, you are nowhere near Mt. Pinatubo, and you do not land without the gear down, you will have no problem getting the plane to go where you want. This is all coupled with the fact that the pilot of the plane has had many hundreds of hours flying a plane in the correct conditions. (If you haven't flown a plane in the right conditions, you will not have hundreds of hours' practice!)
Now, if you change the parameters in which a plane has to work, you can turn the most svelte aircraft into a big chunk of crap. This started me thinking about the grey area in the middle of engineering design, the area where a materials' rigidity meets flexibility and overall weight. Most well-designed parts, in aircraft or MTB's for that matter, have to compromise a bit in at least one of these areas.

The Incedent

My friend Phil bought a new mountain bike about 3 years ago. At the time I was riding regularly on my beast - 30 pounds of bone-crushing steel that would hammer over the roughest terrain without even a squeak of complaint. I had no suspension yet, and the weight of my bike did not seem of paramount importance to me. But, I was having problems with parts breaking everytime I went riding. Phil kept going on and on about how light his bike was. He had bought one of the first bikes that had carbon-fiber integrated into the frame - a Trek. I tried the bike and had to admit it was light compared to the beast, but I was not convinced it was worth the $900 cost. The gears, brakes, and other components were barely up to snuff with the parts I had on the beast (the parts I was breaking eveytime I rode) when compared. But hey, this had a carbon-fiber frame. It was supposed to dance circles around my beastie right??
Well, maybe.
After numerous talks about places to go riding, I finally got him to agree to a park on Skyline Blvd. This park had walking and riding trails, none of which are real flat in any particlular place. I had also never ridden there before, so I figured Phil and I would be better set to pace each other as I rode often and he did not.
Everything started out OK. We began the ascent to the first leg of the trail. Once at the top, Phil stopped and looked down the hill in horror.
"Wassa matter?" I asked.
"I don't know about this trail. It looks real rough to me,". he said. He had that look you get before you try your first "Advanced" ski run.
"Just go slow, pump the brakes, and you will have no problems," I told him. This was not the first time I muttered these famous last words.
"What if the bike breaks?"
I tried to figure out what in the hell he was talking about. I have taken a few serious falls. One was on a trail where I got MTB riding and professional high-diving confused, and went off a rather large fire road. In any case, I have broken levers, pedals, cranks, and even a rear rim or two, but never an entire bike!
His trepidation stemmed from the 24 inches of carbon fiber which made up the stay tube of his frame between the head and the top of the seatpost. He was thinking that this light frame had compromised rigidity for weight. On other words, he figured that a lighter bike could not take the same abuse as a heavier bike with less "lightweight" material in it. Knowing that Trek would not build a bike which was light and not somewhat strong, I took the time at the top of the hill to describe the virtues of frames and frame materials.

An Example:

The carbon fiber section of the frame was specifically chosen for the type of stresses it took. Trek was able to measure the forces put upon the top frame tube and determine that it took mostly shock from the headset and the seatpost. Thus, a material that was strong in the same "direction" would be sufficient, as opposed to a material which was able to take extreme flexing or side deflection. In this case, carbon fiber was probably a perfect candidate.
If you take carbon fiber and create the same shape as the carboard center of a roll of paper towels, you will notice that you can push the object from any end with a great amount of force. You could, for example, take the carbon fiber tube and place it between you car and another car. As long as you push in a straight line down the length of the tube, you can actually push a car with this small carbon fiber tube. Now take the tube and place it between the cars so you are pushing towards the center of the tube from the sides. The slightest little force, and the tube will break like it was made from balsa wood. This is part of the compromise we deal with on all MTB parts. If you use the part within its operating limits, it will perform like a charm. Push the part beyond the limit, and you will have a chunk of garbage you still have to pay off on your credit card bill.

Creating MTB frames is a science of balancing forces. Besides the forces put upon a bike by the weight of a rider, you have the earth trying to flatten out your rims, and deflate your tires. And, you still have to lean and brake to go anywhere. All of this can put major stress on a MTB frame. To create a MTB frame, you want to work with the forces which will be hammering on your bike. To do this you need to think out a few details like the frame geometry, the material(s) used to make the frame, and the way the frame components are joined.
If you look in the latest MTB rag, you will see ads for all the latest bikes and bike technology. Specialized has announced bikes with its revolutionary M2 frame material. Trek is still sporting carbon fiber and T1 aluminum frames, while other vendors work on the art of using Titanium. (I say 'art' because Titanium is expensive and it is difficult to weld) None of these bike frames are perfect. Some will do better than others, and some just have too many odd handling quirks.

So what makes a good frame?

First the frame needs to fit the rider - this is the most important of all. I cannot tell you how many times I have seen someone decide to buy a new bike and the salesperson asks that great, all-loaded question "What size frame do you want?"
Normally this question is followed by silence.
Without describing the entire girth of frame selection parameters, you will want to choose a frame which suits you the best. On my ProFlex, I have a 20 inch frame. This measurement is determined by the length between the bottom bracket and the place you would insert the seatpost. Being 6 feet tall, you may need a 20 inch frame. You can look in any MTB magazine or book to get parameters to assist in the fitting of a frame.
Another feature of a good frame is rigidity. My beast is very stiff. In fact, this is the reason I chose the bike. My motorcycling background had taught me that stiff frames were the only way to win races and keep ones face from being buried into asphalt. This is not true with a mountain bike. In fact, almost the opposite is true. My beast is very stiff due to the materials used, and the way they are inter- connected. Unfortunately, to get a real stiff frame you need to use a stiff material. The beast is made of steel. You also have to weld the frame in such a way that it will not crack. You see, if the frame is ultra-stiff, all the forces acting on the MTB will be transmitted to other parts of the bike. In my case these were the cranks, the wheel hubs, and the bars. The result of this setup was about 3 years of broken bike parts.
Just so you know, I have gone through about 4 sets of rims and three rear hubs. And until I got gel gloves, I was having severe pain in my wrists after a gnarly ride. I have also broken three cranks; one was even stripped out from the center! At one point it became painfully obvious that I needed to buy very strong parts. Some of this was due to the fact that I was riding the beast like I rode my motorcycle at the track - slides and all. The main reason for my problems was that my frame had no give.
Now, reciprocally, I was able to use the ultra stiff beast to my advantage when going downhill. Forays into the world of gravitational decent allowed me to barrel down an incline like a skier on qualudes. Because the frame was so rigid, the forces of rapid decent had little effect on the beast. As long as I kept the rims from wheel-lock, I could go downhill with the best of them. Now that I have the ProFlex I have learned that a stiff frame is not all it is cracked up to be. The ProFlex is not as stiff as the beast, it is about 6 POUNDS lighter, and the slight give I get from the frame actually helps me keep more of the Panaracers on the earth. This is also helpful when one needs assistance from the "Blessed Mother of Acceleration."
My ProFlex is T1 alumimun (a lighter version of what was called Chromolly). The T1 has exceptional rigidity for its light weight, and it is not very hard to weld up tight. To minimize the flex, Girvin (makers of the ProFlex) has used oversized frame tubes (like about 2.5 inches in a few places!) and welds so "beefy" that you could put the frame in a car-crusher and you would end up with the equivalent of a coke can and a handful of circular welds. Light weight, careful frame geometry, and good welding result in a bike which has enough give to keep the rims from deflecting under load, while taking a downhill run like a rocket-sled. I also no longer need to pump the brakes. I can go down with full binders on, and I get all the grip I need (suspensions do not suck).
To be fair, you can buy a bike which has too much flex. Like some older motorcycles (the Kawasaki H2 comes to mind), the flex is so bad I refer to these bikes as being "hinged" in the middle. One way you can tell this is to take your MTB for a test drive in a paved parking lot. Lean the bike into a turn, and grab the rear brake.

A Science experiment

Does the front rim start to contact the brake pads??
You may hear some rubbing which is not present when you are riding upright. Another test can be performed when the bike is not moving. Get off the bike so that your feet are both flat on the ground. Close your legs so that you have the top frame tube clamped between your manliness (or womenhoodliness). Now grab the handlebars and try to bend them to the left or right. Do not try to turn them, but pretend that you are trying to shear the bars off the bike. On a bike you'd find at Walmart, you will notice that you can deflect the front of the bike (the headset) as much as an inch off the alignment of the seatpost. This is a bad frame, and it may even brake when you try to hammer on it real hard.

Don't get Forked

Tom and Steve had gone out on San Antonio Rd. to ride on the paths by the San Francisco Bay. Steve was talking up a storm about all the jumps there were, and how fun it would be "table-topping" over them. Tom, being more competitive than anyone I have ever met, figured if Steve could do it, Tom could do it. Well, Steve could not do it. On one of the first jumps, Steve caught about as much air as you'd find between the oil pan of a Ferrari and the pavement. Of course, Tom made an attempt to follow suit.
Just as Tom hit the jump, the weld on his front fork cracked, sent the front wheel into the frame and launched Tom into the air like those freaks in the cannon at a circus. Tom had exceeded the ability and engineering of his MTB. This was due in part to the fact that Tom had bought one of the first Giant MTBs. When Giant first came out, they were almost as well made as "department store" bikes. Now the Giant MTBs are actually quite well made - on a par with Diamond Back, Trek, and the best of 'em.

Back to Phil.

We were still at the top of the hill, and Phil was beginning to sweat. It was about 60 degrees out. I finally convinced him to make the decent, but he was going to granny the Trek down the hill. I know what I would have done with that bike. We got to the bottom and Phil dismounted to see if any damage had occured. Not to my surprise, the bike was fine, and Phil was relieved. Phil wanted to go home.
About 3 months went by and Phil was one day telling my wife about "getting his bike back." I asked him what had happened. I figured he just was getting stuff adjusted. It seems that Phil had taken a bail-out and the carbon fiber section of the frame contacted a rock and was severly damaged. Thanks to good warranties, Trek had no problem replacing the frame.
This is an example of another way you can exceed the engineering of a bike - being paranoid and silly. If Phil had just relaxed everytime he went riding, he may not have taken a spill, and the frame may have still been intact. When talking to a friend, Pat, (who had the same Trek MTB Phil did), I discovered that he was educated differently than Phil. When Pat bought his bike he was told that the carbon-fiber Trek was not designed for beginners. It was not a pro-bike either, but Pat was at least told that experience would keep the bike from breaking, not luck. Pat was experienced, and to this day, I do not believe that Pat has had any problems.
Oh ya, one last thing.
No matter what you buy, someone will come blowing by you like you are parked, and they will be on a much less capable bike than you yours. It is not logical, but it is often true.

Flyin Al


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