Sturmey Archer AW Hub Overhaul: Curiouser and Curiouser

Rainy, dark winters are the perfect time to hunker down and disassemble something.  Since I’ve been wanting to know more about servicing SA 3 speed hubs, last winter I decided to take the plunge, having two potential candidates in my parts bins:  a 1974 model and one from 1978.

I knew I needed to do more than just endlessly stare at this parts schematic.  Fortunately, Glenn’s Complete Bicycle Manual dedicates 16 pages to the overhaul process.  And, I found especially helpful the online repair guides from Sutherland’s (courtesy of the Sheldon Brown site) and from Sturmey Archer (courtesy of Tony Hadland’s site).  The Sheldon Brown site also has detailed instructions as well as some helpful illustrations.

Before going down this rabbit hole, I also consulted several video guides and read a lot of interesting commentary regarding the “right” way to service these hubs.  RJ the Bike Guy’s video turned out to be the most practical and helpful.

First up was selecting which hub I wanted to overhaul.  I ended up choosing the earlier model due to its differently shaped slot on the “ball ring” which is a threaded part that connects the innards to the hub shell.  To loosen the ring you use a drift punch and hammer, then tap away counter-clockwise until the ball ring gives.  Unfortunately, newer models of the AW hub have ball ring slots which are more rounded and designed to take a proprietary spanner tool (which appears to no longer exist except perhaps in Wonderland).  After whacking away at the newer 1978 hub, I gave up and switched to the older 1974 model and had the ball ring loosened right away.  It’s also much easier to loosen the ball ring if you have a hub which is attached to a wheel.

But, before doing that you need to remove the outer nuts and washers and the cog which is held in place with a clip, as shown above.  Immediately after that you remove the left hand side locknut, washer, and cone, but leave the right hand assembly in place.  It’s important to keep all the parts in proper order as you remove them – I used zip-ties for this purpose.  It’s also important to note the orientation of all washers, and to make sure that the cog is re-installed correctly with its spacers and dished side as originally configured.

Once you unscrew the ball ring, the whole hub assembly comes out of the hub shell, intact.  Inside the hub shell you can see the ratchets at the bottom along with the left hand side set of bearings, held in a clip.   From there, you can remove the bearings from the left hand side of the hub shell (first you remove the “upside down dust cap”) and then set the hub shell aside.  Why are the dust caps upside down?  One site I consulted suggested that the troughs are meant to be filled with water proof grease, to further seal the hub from the elements.

After the driver is removed on the right hand side, which is done by removing the cone, the hub internals come apart in stages. The above photos document the series of steps to remove the clutch spring, gear ring, clutch assembly, and planet cage assembly.  You’ll note both the gear ring and the planet cage assembly have pawls.  The final photo above depicts the sun gear, which is permanently affixed to the axle.

For cleaning and reassembly, I found it easiest to tackle each sub-assembly separately.  The above photo shows, from top left to bottom right:  the planet cage, the clutch assembly, the driver, gear ring, and the ball ring.

The ball ring is aptly named – its a ring of ball bearings.  Studying the instructions gave me a lot of pause though, with confusing references to the ball ring having a “two thread start” and therefore meaning that in reassembly you might start the threading on a different thread than as it was originally threaded which could cause the wheel to be out of dish.  After doing a lot of reading about this, I came to the conclusion that this is of no importance to me, since my hub has no rim attached.

Unfortunately, at this point in my life I became very busy at work and didn’t get back to this project for many months!  When it came time for re-assembly, after having cleaned all the parts with a citrus cleaner, alcohol, and brass brush (I do not use toxic cleaners that can’t be safely disposed of), my brain needed a refresher course.  And, as I looked at the little planet gears I realized that I didn’t really properly understand how these hubs work, so I did some further research.

I found some answers by watching this interesting video, which depicts how the gears are engaged in this 3 speed hub. This is really different from how I thought these hubs worked.  I had imagined that each planetary gear circulating around the sun gear was of a different size (an idea I developed in childhood), and that’s what created the different gear ratios, much like a derailleur shifting through different sized cogs.  How wrong can you be!  Learning the importance of the clutch position has made me much more careful about shifting when I’m riding bikes equipped with internal hubs, remembering to lighten up on the pedals for each shift.

Meanwhile, back to the torture of the reassembly process:  things went fine until I tried to reassemble the pawls and pawl springs in the planet cage.  I dutifully lubricated the pins with Phil’s Tenacious Oil (as recommended by various mechanics), but when it came time to put the pawls and their tiny springs back in I had trouble getting them assembled correctly.  The pawl springs are so small that I actually “lost” them a few times only to realize that they were still right there on my work table, just basically invisible.  It’s also important to orient the pawls correctly, taking note of the slight beveling on one side.  I proceeded on with re-assembly, following carefully the instructions from Sutherland’s and from RJ the Bike Guy’s video.

After proceeding through the re-assembly of each of the subassembly, finally the hub is back together.  I was initially unhappy with the cone adjustment, which was a relatively easy fix.  The Sheldon Brown site has a good discussion of this process.  There should be a tiny bit of free-play in the hub if it is properly adjusted, and generally speaking, the adjustment should be made from the left hand side.  Once the cone adjustment was right, I also checked to see that the indicator spindle moved freely, so that the 3 gears can be engaged.  The true test will be to build the hub into a wheel and install it into a bike, but I’ll save that project for another rainy winter day.  And, now I will feel more confident overhauling the SA hubs on the two bikes I own which feature these hubs:  a 1950 Raleigh Sports Tourist, and a 1966 Sears/Puch.  I’ve gained a lot of useful knowledge and look forward to expanding on that.

 

Restoring a 1965 Sears Puch 3 Speed

Today was the perfect day to finish the restoration of this 1965 Sears/Puch 3 speed. It was cold, rainy, windy, and the streets were strewn with wet leaves.  In other words, a typical Autumn day in Portland and one that shows off the practical gear on this 56 year old bicycle – fenders, internal gears, chainguard, and flat pedals.

I enjoyed my first spin on this bike so much, that I quickly rode back to my shop and installed a kickstand (a replacement from the original – slightly shorter to allow a better angle when parked) and a rear saddlebag so I could go on a longer jaunt if needed.

On the initial test ride, I found that the single bolt handlebar/stem adjustment was not sufficiently tight, and also found myself freewheeling when trying to shift from 3rd to 2nd gear – a sign that the shifter cable needed a little more tension. Those were easy fixes, but the restoration itself was a little more involved.

The headset turned out to be a 3 notch model, and one for which I needed a special tool.  That meant purchasing this nifty Hozan which has a bottom bracket lock ring remover on one end, and a properly sized tool for removing this type of headset on the other end.

I wasn’t able to get a proper bottom bracket adjustment with the existing cups, so I replaced them with a British model, and then also need to use its special tool – a Park HCW-11 which fortunately I already had on hand.  That did the trick, and the bottom bracket adjustment came out beautifully.

Although built in Austria by Puch, the bike was equipped with an interesting array of OEM parts from various countries, including a Raleigh spindle and cottered crankset, which was easily removed and reinstalled using Bikesmith’s cotter pin press.

The bike also had a mismatched wheelset, with the rear rim being a British Dunlop, and the front a Japanese Araya.  Likewise, the brake levers were also a mismatch with an older Swiss Weinmann on the left and a newer Japanese Dia-Comp on the right.  Probably, the Japanese parts were installed after a mishap, likely back in the 70’s judging by the style of the components.

Added to the mix were the brake calipers – the front being a “Schwinn-approved” and the rear a Weinmann.  Schwinn didn’t make calipers at this point in history so I believe this one was also made by Weinmann, but probably dates to the 1970’s and was a replacement part.  I like keeping a bike’s history intact so I left everything as it was.  All of these components are very nice and are working perfectly.

Setting up the Sturmey Archer 3 speed system took as much time as much of the other mechanical work.  While the hub cleaned up beautifully and was in great condition after lubrication, it took a few passes to get the cable tension just right so that shifting was spot on. It’s been awhile since I have worked on a Sturmey Archer set-up and had forgotten about using this all important clamp to help with the initial cable tension.  It has a special ferrule with shoulders that fit over the clamp.  Once the the cable is installed in the shifter, this clamp can be loosened and repositioned to get the first pass at cable tension after the indicator spindle has been connected.

I also spent a lot of time cleaning and waxing the paint, and doing a little touch up painting on the more egregious areas of paint loss.  While the quality of the paint and frame tubing is not up to Raleigh standards, the bike looks attractive and offers a similar ride to my 1950 Raleigh Sports Tourist.  By lowering the gearing with a new SA 22 tooth cog, this bike cruises along at just the right cadence on level roads, and can get up the hills so much easier in first gear.  The new gear inch range is 40 – 73, a significant improvement over the 50 -88 range with the original 18 tooth cog.  That’s going to be perfect for my plans for this bike – an office errand machine for noon time jaunts and lunch outings.  I’m looking forward to putting it into service, and it will be easy to enjoy this bike in all types of weather, even today’s.

A 1965 Sears 3 Speed

Sears offered many bicycles over the years (all built by other manufacturers), but some of the best ones were those made by Puch/Steyr in Austria.  This 1965 model is very much like the one I rode in my youth over logging roads and along irrigation canals, picking up treasures on my way and loading them into its front basket.

While definitely a copy of the iconic Raleigh Sports bicycle, it also has its own certain charm.  The color scheme, with its black paint and cream accents (probably originally white), surprisingly classy head badge, and “windows” on the head lug make it especially appealing.

This is the bike as it came to me in its unrestored condition, except for a replacement Brooks saddle which I added for these photos.  The original saddle shipped had broken seat rails, and of course I planned to replace the saddle anyway.

This bike has a Sturmey Archer 3 speed AW hub, as opposed to the Puch/Steyr licensed copy found on other models.  You can barely see the “65” date code on the hub in the above photo.

The bike also has Weinmann brake calipers and a proper 3 piece cottered crank.  Other models often featured the cheaper and ugly Ashtabula one piece cranks.

I’ve always been puzzled by the odd “street sign” logo on the top tubes of these bikes.  Is it meant to indicate the way ahead?  The road less travelled? Or??  But, the seat tube logo is very attractive and evocative of the styles of the 1960’s.

The bike’s handlebars are equipped with Weinmann levers and are clamped with a one bolt stem that both tightens the bars and the expander on the steerer tube.

There are nice accents on the fork blades and full color matched fenders, with the rear painted white for visibility.

My biggest worry in restoring the bike is getting the hub in proper working order.  For these photos, and for initial assessment of the hub, I generously oiled it with some light weight lubricant.  Fortunately, the hub spins freely and may only need a flush to clean it, followed by some 30 weight automotive oil to keep it maintained.  The shifter did not perform properly, but these can be fiddly, and with the right cable tension can hopefully be brought back into working order.  If  I need to do a full on overhaul of the hub, I could attempt it myself (if I’m in the right frame of mind), or can send it out to Aaron’s Bicycle Repair in Seattle.  If I decide to do it myself, I’ll watch this video from RJ the Bike Guy, which will undoubtedly convince me to send it out…

I’m looking forward to enlisting this bike as my office errand machine.  It’s bound to offer a comfortable feel, and with the AW hub I should be able to get around on the minor hills in the neighborhood.  I’ll probably add a front basket or rear rack to make it more useful for lunch jaunts and local expeditions. Should be fun!