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Bicycle and motorcycle dynamics is the science of the motion of bicycles and motorcycles and their components, due to the forces acting on them. Dynamics is a branch of classical mechanics, which in turn is a branch of physics. Bike motions of interest include balancing, steering, braking, accelerating, suspension activation, and vibration. The study of these motions began in the late 19th century and continues today.
Bicycles and motorcycles are both single-track vehicles and so their motions have many fundamental attributes in common and are fundamentally different from and more difficult to study than other wheeled vehicles such as dicycles, tricycles, and quadracycles. As with unicycles, bikes lack lateral stability when stationary, and under most circumstances can only remain upright when moving forward. Experimentation and mathematical analysis have shown that a bike stays upright when it is steered to keep its center of mass over its wheels. This steering is usually supplied by a rider, or in certain circumstances, by the bike itself. Several factors, including geometry, mass distribution, and gyroscopic effect all contribute in varying degrees to this self-stability, but long-standing hypotheses and claims that any single effect, such as gyroscopic or trail, is solely responsible for the stabilizing force have been discredited.
While remaining upright may be the primary goal of beginning riders, a bike must lean in order to maintain balance in a turn: the higher the speed or smaller the turn radius, the more lean is required. This balances the roll torque about the wheel contact patches generated by centrifugal force due to the turn with that of the gravitational force. This lean is usually produced by a momentary steering in the opposite direction, called countersteering. Countersteering skill is usually acquired by motor learning and executed via procedural memory rather than by conscious thought. Unlike other wheeled vehicles, the primary control input on bikes is steering torque, not position.
Although longitudinally stable when stationary, bikes often have a high enough center of mass and a short enough wheelbase to lift a wheel off the ground under sufficient acceleration or deceleration. When braking, depending on the location of the combined center of mass of the bike and rider with respect to the point where the front wheel contacts the ground, bikes can either skid the front wheel or flip the bike and rider over the front wheel. A similar situation is possible while accelerating, but with respect to the rear wheel.
The history of the study of bike dynamics is nearly as old as the bicycle itself. It includes contributions from famous scientists such as Rankine, Appell, and Whipple. In the early 19th century Karl von Drais, credited with inventing the two-wheeled vehicle variously called the laufmaschine, velocipede, draisine, and dandy horse, showed that a rider could balance his device by steering the front wheel.
In 1897, the French Academy of Sciences made understanding bicycle dynamics the goal of its Prix Fourneyron competition. Thus, by the end of the 19th century, Carlo Bourlet, Emmanuel Carvallo, and Francis Whipple had showed with rigid-body dynamics that some safety bicycles could actually balance themselves if moving at the right speed. Bourlet won the Prix Fourneyron, and Whipple won the Cambridge University Smith Prize. It is not clear to whom should go the credit for tilting the steering axis from the vertical which helps make this possible.
In 1970, David E. H. Jones published an article in Physics Today showing that gyroscopic effects are not necessary to balance a bicycle. Since 1971, when he identified and named the wobble, weave and capsize modes, Robin Sharp has written regularly about the behavior of motorcycles and bicycles. While at Imperial College, London, he worked with David Limebeer and Simos Evangelou.
In the early 1970s, Cornell Aeronautical Laboratory (CAL, later Calspan Corporation in Buffalo, NY USA) was sponsored by the Schwinn Bicycle Company and others to study and simulate bicycle and motorcycle dynamics. Portions of this work have now been released to the public and scans of over 30 detailed reports have been posted at this TU Delft Bicycle Dynamics site.
Since the 1990s, Cossalter, et al., have been researching motorcycle dynamics at the University of Padova. Their research, both experimental and numerical, has covered weave, wobble, chatter, simulators, vehicle modelling, tire modelling, handling, and minimum lap time maneuvering.
In 2007, Meijaard, et al., published the canonical linearized equations of motion, in the Proceedings of the Royal Society A, along with verification by two different methods. These equations assumed the tires to roll without slip, that is to say, to go where they point, and the rider to be rigidly attached to the rear frame of the bicycle.
In 2011, Kooijman, et al., published an article in Science showing that neither gyroscopic effects nor so-called caster effects due to trail are necessary for a bike to balance itself. They designed a two-mass-skate bicycle that the equations of motion predict is self-stable even with negative trail, the front wheel contacts the ground in front of the steering axis, and with counter-rotating wheels to cancel any gyroscopic effects. Then they constructed a physical model to validate that prediction. This may require some of the details provided below about steering geometry or stability to be re-evaluated. Bicycle dynamics was named 26 of Discover's 100 top stories of 2011.
If the bike and rider are considered to be a single system, the forces that act on that system and its components can be roughly divided into two groups: internal and external. The external forces are due to gravity, inertia, contact with the ground, and contact with the atmosphere. The internal forces are caused by the rider and by interaction between components.
As with all masses, gravity pulls the rider and all the bike components toward the earth. At each tire contact patch there are ground reaction forces with both horizontal and vertical components. The vertical components mostly counteract the force of gravity, but also vary with braking and accelerating. For details, see the section on longitudinal stability below. The horizontal components, due to friction between the wheels and the ground, including rolling resistance, are in response to propulsive forces, braking forces, and turning forces. Aerodynamic forces due to the atmosphere are mostly in the form of drag, but can also be from crosswinds. At normal bicycling speeds on level ground, aerodynamic drag is the largest force resisting forward motion.:188 At faster speed, aerodynamic drag becomes overwhelmingly the largest force resisting forward motion.
Turning forces are generated during maneuvers for balancing in addition to just changing direction of travel. These may be interpreted as centrifugal forces in the accelerating reference frame of the bike and rider; or simply as inertia in a stationary, inertial reference frame and not forces at all. Gyroscopic forces acting on rotating parts such as wheels, engine, transmission, etc., are also due to the inertia of those rotating parts. They are discussed further in the section on gyroscopic effects below.
Internal forces, those between components of the bike and rider system, are mostly caused by the rider or by friction. In addition to pedaling, the rider can apply torques between the steering mechanism (front fork, handlebars, front wheel, etc.) and rear frame, and between the rider and the rear frame. Friction exists between any parts that move against each other: in the drive train, between the steering mechanism and the rear frame, etc. In addition to brakes, which create friction between rotating wheels and non-rotating frame parts, many bikes have front and rear suspensions. Some motorcycles and bicycles have a steering damper to dissipate undesirable kinetic energy, and some bicycles have a spring connecting the front fork to the frame to provide a progressive torque that tends to steer the bicycle straight ahead. On bikes with rear suspensions, feedback between the drive train and the suspension is an issue designers attempt to handle with various linkage configurations and dampers.
Motions of a bike can be roughly grouped into those out of the central plane of symmetry: lateral; and those in the central plane of symmetry: longitudinal or vertical. Lateral motions include balancing, leaning, steering, and turning. Motions in the central plane of symmetry include rolling forward, of course, but also stoppies, wheelies, brake diving, and most suspension activation. Motions in these two groups are linearly decoupled, that is they do not interact with each other to the first order. An uncontrolled bike is laterally unstable when stationary and can be laterally self-stable when moving under the right conditions or when controlled by a rider. Conversely, a bike is longitudinally stable when stationary and can be longitudinally unstable when undergoing sufficient acceleration or deceleration.
Of the two, lateral dynamics has proven to be the more complicated, requiring three-dimensional, multibody dynamic analysis with at least two generalized coordinates to analyze. At a minimum, two coupled, second-order differential equations are required to capture the principal motions. Exact solutions are not possible, and numerical methods must be used instead. Competing theories of how bikes balance can still be found in print and online. On the other hand, as shown in later sections, much longitudinal dynamic analysis can be accomplished simply with planar kinetics and just one coordinate.
A bike remains upright when it is steered so that the ground reaction forces exactly balance all the other internal and external forces it experiences, such as gravitational if leaning, inertial or centrifugal if in a turn, gyroscopic if being steered, and aerodynamic if in a crosswind. Steering may be supplied by a rider or, under certain circumstances, by the bike itself. This self-stability is generated by a combination of several effects that depend on the geometry, mass distribution, and forward speed of the bike. Tires, suspension, steering damping, and frame flex can also influence it, especially in motorcycles.
Even when staying relatively motionless, a rider can balance a bike by the same principle. While performing a track stand, the rider can keep the line between the two contact patches under the combined center of mass by steering the front wheel to one side or the other and then moving forward and backward slightly to move the front contact patch from side to side as necessary. Forward motion can be generated simply by pedaling. Backwards motion can be generated the same way on a fixed-gear bicycle. Otherwise, the rider can take advantage of an opportune slope of the pavement or lurch the upper body backwards while the brakes are momentarily engaged.
If the steering of a bike is locked, it becomes virtually impossible to balance while riding. On the other hand, if the gyroscopic effect of rotating bike wheels is cancelled by adding counter-rotating wheels, it is still easy to balance while riding. One other way that a bike can be balanced, with or without locked steering, is by applying appropriate torques between the bike and rider similar to the way a gymnast can swing up from hanging straight down on uneven parallel bars, a person can start swinging on a swing from rest by pumping their legs, or a double inverted pendulum can be controlled with an actuator only at the elbow.
The rider applies torque to the handlebars in order to turn the front wheel and so to control lean and maintain balance. At high speeds, small steering angles quickly move the ground contact points laterally; at low speeds, larger steering angles are required to achieve the same results in the same amount of time. Because of this, it is usually easier to maintain balance at high speeds. Also, self-stability usually only occurs at speeds above some minimum, and so going faster increases the chances that a bike is contributing to its own stability.
The farther forward (closer to front wheel) the center of mass of the combined bike and rider, the less the front wheel has to move laterally in order to maintain balance. Conversely, the further back (closer to the rear wheel) the center of mass is located, the more front wheel lateral movement or bike forward motion will be required to regain balance. This can be noticeable on long-wheelbase recumbents and choppers. It can also be an issue for touring bikes with a heavy load of gear over or even behind the rear wheel. Mass over the rear wheel can be more easily controlled if it is lower than mass over the front wheel.
A bike is also an example of an inverted pendulum. Just as a broomstick is easier to balance than a pencil, a tall bike (with a high center of mass) can be easier to balance when ridden than a low one because its lean rate will be slower. However, a rider can have the opposite impression of a bike when it is stationary. A top-heavy bike can require more effort to keep upright, when stopped in traffic for example, than a bike which is just as tall but with a lower center of mass. This is an example of a vertical second-class lever. A small force at the end of the lever, the seat or handlebars at the top of the bike, more easily moves a large mass if the mass is closer to the fulcrum, where the tires touch the ground. This is why touring cyclists are advised to carry loads low on a bike, and panniers hang down on either side of front and rear racks.
A factor that influences how easy or difficult a bike will be to ride is trail, the distance that the front wheel ground contact point trails behind the steering axis ground contact point. The steering axis is the axis about which the entire steering mechanism (fork, handlebars, front wheel, etc.) pivots. In traditional bike designs, with a steering axis tilted back from the vertical, positive trail tends to steer the front wheel into the direction of a lean, independent of forward speed. This can be simulated by pushing a stationary bike to one side. The front wheel will usually also steer to that side. In a lean, gravity provides this force. The dynamics of a moving bike are more complicated, however, and other factors can contribute to or detract from this effect.
Trail is a function of head angle, fork offset or rake, and wheel size. Their relationship can be described by this formula:
where is wheel radius, is the head angle measured clock-wise from the horizontal and is the fork offset or rake. Trail can be increased by increasing the wheel size, decreasing or slackening the head angle, or decreasing the fork rake.
The more trail a traditional bike has, the more stable it feels, although too much trail can make a bike feel difficult to steer. Bikes with negative trail (where the contact patch is actually in front of where the steering axis intersects the ground), while still ridable, are reported to feel very unstable. Normally, road racing bicycles have more trail than touring bikes but less than mountain bikes. Mountain bikes are designed with slacker head angles than road bikes to improve stability for descents, and therefore have greater trail. Touring bikes are built with small trail to allow the rider to control a bike weighed down with baggage. As a consequence, an unloaded touring bike can feel unstable. In bicycles, fork rake, often a curve in the fork blades forward of the steering axis, is used to diminish trail. Bikes with negative trail exist, such as the Python Lowracer, and are ridable, and an experimental bike with negative trail has been shown to be self-stable.
A small survey by Whitt and Wilson found:
The amount of trail a particular bike has may vary with time for several reasons. On bikes with front suspension, especially telescopic forks, compressing the front suspension, due to heavy braking for example, can steepen the steering axis angle and reduce trail. Trail also varies with lean angle, and steering angle, usually decreasing from a maximum when the bike is straight upright and steered straight ahead. Trail can decrease to zero with sufficiently large lean and steer angles, which can alter how stable a bike feels. Finally, even the profile of the front tire can influence how trail varies as the bike is leaned and steered.
A factor that influences the directional stability of a bike is wheelbase, the horizontal distance between the ground contact points of the front and rear wheels. For a given displacement of the front wheel, due to some disturbance, the angle of the resulting path from the original is inversely proportional to wheelbase. Also, the radius of curvature for a given steer angle and lean angle is proportional to the wheelbase. Finally, the wheelbase increases when the bike is leaned and steered. In the extreme, when the lean angle is 90º, and the bike is steered in the direction of that lean, the wheelbase is increased by the radius of the front and rear wheels.[clarification needed]
Another factor that can also contribute to the self-stability of traditional bike designs is the distribution of mass in the steering mechanism, which includes the front wheel, the fork, and the handlebar. If the center of mass for the steering mechanism is in front of the steering axis, then the pull of gravity will also cause the front wheel to steer in the direction of a lean. This can be seen by leaning a stationary bike to one side. The front wheel will usually also steer to that side independent of any interaction with the ground. Additional parameters, such as the fore-to-aft position of the center of mass and the elevation of the center of mass also contribute to the dynamic behavior of a bike.
The role of the gyroscopic effect in most bike designs is to help steer the front wheel into the direction of a lean. This phenomenon is called precession and the rate at which an object precesses is inversely proportional to its rate of spin. The slower a front wheel spins, the faster it will precess when the bike leans, and vice-versa. The rear wheel is prevented from precessing as the front wheel does by friction of the tires on the ground, and so continues to lean as though it were not spinning at all. Hence gyroscopic forces do not provide any resistance to tipping.
At low forward speeds, the precession of the front wheel is too quick, contributing to an uncontrolled bike’s tendency to oversteer, start to lean the other way and eventually oscillate and fall over. At high forward speeds, the precession is usually too slow, contributing to an uncontrolled bike’s tendency to understeer and eventually fall over without ever having reached the upright position. This instability is very slow, on the order of seconds, and is easy for most riders to counteract. Thus a fast bike may feel stable even though it is actually not self-stable and would fall over if it were uncontrolled.
Another contribution of gyroscopic effects is a roll moment generated by the front wheel during countersteering. For example, steering left causes a moment to the right. The moment is small compared to the moment generated by the out-tracking front wheel, but begins as soon as the rider applies torque to the handlebars and so can be helpful in motorcycle racing. For more detail, see the countersteering article.
Between the two unstable regimes mentioned in the previous section, and influenced by all the factors described above that contribute to balance (trail, mass distribution, gyroscopic effects, etc.), there may be a range of forward speeds for a given bike design at which these effects steer an uncontrolled bike upright. It has been proven that neither gyroscopic effects nor positive trail are sufficient by themselves or necessary for self-stability, although they certainly can enhance hands-free control.
However, even without self-stability a bike may be ridden by steering it to keep it over its wheels. Note that the effects mentioned above that would combine to produce self-stability may be overwhelmed by additional factors such as headset friction and stiff control cables. This video shows a riderless bicycle exhibiting self-stability.
Longitudinal acceleration has been shown to have a large and complex effect on lateral dynamics. In one study, positive acceleration eliminates self stability, and negative acceleration (deceleration) changes the speeds of self stability.
In order for a bike to turn, that is, change its direction of forward travel, the front wheel must aim approximately in the desired direction, as with any front-wheel steered vehicle. Friction between the wheels and the ground then generates the centripetal acceleration necessary to alter the course from straight ahead as a combination of cornering force and camber thrust. The radius of the turn of an upright (not leaning) bike can be roughly approximated, for small steering angles, by:
However, unlike other wheeled vehicles, bikes must also lean during a turn to balance the relevant forces: gravitational, inertial, frictional, and ground support. The angle of lean, θ, can easily be calculated using the laws of circular motion:
where v is the forward speed, r is the radius of the turn and g is the acceleration of gravity. This is in the idealized case. A slight increase in the lean angle may be required on motorcycles to compensate for the width of modern tires at the same forward speed and turn radius.
For example, a bike in a 10 m (33 ft) radius steady-state turn at 10 m/s (36 km/h, 22 mph) must be at an angle of 45.6°. A rider can lean with respect to the bike in order to keep either the torso or the bike more or less upright if desired. The angle that matters is the one between the horizontal plane and the plane defined by the tire contacts and the location of the center of mass of bike and rider.
This lean of the bike decreases the actual radius of the turn proportionally to the cosine of the lean angle. The resulting radius can be roughly approximated (within 2% of exact value) by:
where r is the approximate radius, w is the wheelbase, θ is the lean angle, δ is the steer angle, and φ is the caster angle of the steering axis. As a bike leans, the tires' contact patches move farther to the side causing wear. The portions at either edge of a motorcycle tire that remain unworn by leaning into turns is sometimes referred to as chicken strips.
The finite width of the tires alters the actual lean angle of the rear frame from the ideal lean angle described above. The actual lean angle between the frame and the vertical must increase with tire width and decrease with center of mass height. Bikes with fat tires and low center of mass must lean more than bikes with skinnier tires or higher centers of mass to negotiate the same turn at the same speed.
The increase in lean angle due to a tire thickness of 2t can be calculated as
where φ is the ideal lean angle, and h is the height of the center of mass. For example, a motorcycle with a 12 inch wide rear tire will have t = 6 inches. If the combined bike and rider center of mass is at a height of 26 inches, then a 25° lean must be increased by 7.28°: a nearly 30% increase. If the tires are only 6 inches wide, then the lean angle increase is only 3.16°, just under half.
It has been shown that the couple created by gravity and the ground reaction forces is necessary for a bicycle to turn at all. On a custom built bicycle with spring-loaded outriggers that exactly cancel this couple, so that the bicycle and rider may assume any lean angle when traveling in a straight line, riders find it impossible to make a turn. As soon as the wheels deviate from a straight path, the bicycle and rider begin to lean in the opposite direction, and the only way to right them is to steer back onto the straight path.
In order to initiate a turn and the necessary lean in the direction of that turn, a bike must momentarily steer in the opposite direction. This is often referred to as countersteering. With the front wheel now at a finite angle to the direction of motion, a lateral force is developed at the contact patch of the tire. This force creates a torque around the longitudinal (roll) axis of the bike, and this torque causes the bike to lean away from the initially steered direction and toward the direction of the desired turn. Where there is no external influence, such as an opportune side wind to create the force necessary to lean the bike, countersteering is necessary to initiate a rapid turn.
While the initial steer torque and steer angle are both opposite the desired turn direction, this may not be the case to maintain a steady-state turn. The sustained steer angle is usually in the same direction as the turn, but may remain opposite to the direction of the turn, especially at high speeds. The sustained steer torque required to maintain that steer angle is usually opposite the turn direction. The actual magnitude and orientation of both the sustained steer angle and sustained steer torque of a particular bike in a particular turn depend on forward speed, bike geometry, tire properties, and combined bike and rider mass distribution. Once in a turn, the radius can only be changed with an appropriate change in lean angle, and this can be accomplished by additional countersteering out of the turn to increase lean and decrease radius, then into the turn to decrease lean and increase radius. To exit the turn, the bike must again countersteer, momentarily steering more into the turn in order to decrease the radius, thus increasing inertial forces, and thereby decreasing the angle of lean.
Once a turn is established, the torque that must be applied to the steering mechanism in order to maintain a constant radius at a constant forward speed depends on the forward speed and the geometry and mass distribution of the bike. At speeds below the capsize speed, described below in the section on Eigenvalues and also called the inversion speed, the self-stability of the bike will cause it to tend to steer into the turn, righting itself and exiting the turn, unless a torque is applied in the opposite direction of the turn. At speeds above the capsize speed, the capsize instability will cause it to tend to steer out of the turn, increasing the lean, unless a torque is applied in the direction of the turn. At the capsize speed no input steering torque is necessary to maintain the steady-state turn.
Several effects influence the steering angle, the angle at which the front assembly is rotated about the steering axis, necessary to maintain a steady-state turn. Some of these are unique to single-track vehicles, while others are also experienced by automobiles. Some of these may be mentioned elsewhere in this article, and they are repeated here, though not necessarily in order of importance, so that they may be found in one place.
First, the actual kinematic steering angle, the angle projected onto the road plane to which the front assembly is rotated is a function of the steering angle and the steering axis angle:
where is the kinematic steering angle, is the steering angle, and is the caster angle of the steering axis.
Second, the lean of the bike decreases the actual radius of the turn proportionally to the cosine of the lean angle. The resulting radius can be roughly approximated (within 2% of exact value) by:
where is the approximate radius, is the wheelbase, is the lean angle, is the steering angle, and is the caster angle of the steering axis.
Third, because the front and rear tires can have different slip angles due to weight distribution, tire properties, etc., bikes can experience understeer or oversteer. When understeering, the steering angle must be greater, and when oversteering, the steering angle must be less than it would be if the slip angles were equal to maintain a given turn radius. Some authors even use the term counter-steering to refer to the need on some bikes under some conditions to steer in the opposite direction of the turn (negative steering angle) to maintain control in response to significant rear wheel slippage.
Fourth, camber thrust contributes to the centripetal force necessary to cause the bike to deviate from a straight path, along with cornering force due to the slip angle, and can be the largest contributor. Camber thrust contributes to the ability of bikes to negotiate a turn with the same radius as automobiles but with a smaller steering angle. When a bike is steered and leaned in the same direction, the camber angle of the front tire is greater than that of the rear and so can generate more camber thrust, all else being equal.
While countersteering is usually initiated by applying torque directly to the handlebars, on lighter vehicles such as bicycles, it can also be accomplished by shifting the rider’s weight. If the rider leans to the right relative to the bike, the bike leans to the left to conserve angular momentum, and the combined center of mass remains nearly in the same vertical plane. This leftward lean of the bike, called counter lean by some authors, will cause it to steer to the left and initiate a right-hand turn as if the rider had countersteered to the left by applying a torque directly to the handlebars. This technique may be complicated by additional factors such as headset friction and stiff control cables.
The combined center of mass does move slightly to the left when the rider leans to the right relative to the bike, and the bike leans to the left in response. The action, in space, would have the tires move right, but this is prevented by friction between the tires and the ground, and thus pushes the combined center of mass left. This is a small effect, however, as evidenced by the difficulty most people have in balancing a bike by this method alone.
As mentioned above in the section on balance, one effect of turning the front wheel is a roll moment caused by gyroscopic precession. The magnitude of this moment is proportional to the moment of inertia of the front wheel, its spin rate (forward motion), the rate that the rider turns the front wheel by applying a torque to the handlebars, and the cosine of the angle between the steering axis and the vertical.
For a sample motorcycle moving at 22 m/s (50 mph) that has a front wheel with a moment of inertia of 0.6 kg·m2, turning the front wheel one degree in half a second generates a roll moment of 3.5 N·m. In comparison, the lateral force on the front tire as it tracks out from under the motorcycle reaches a maximum of 50 N. This, acting on the 0.6 m (2 ft) height of the center of mass, generates a roll moment of 30 N·m.
While the moment from gyroscopic forces is only 12% of this, it can play a significant part because it begins to act as soon as the rider applies the torque, instead of building up more slowly as the wheel out-tracks. This can be especially helpful in motorcycle racing.
Because of theoretical benefits, such as a tighter turning radius at low speed, attempts have been made to construct motorcycles with two-wheel steering. One working prototype by Ian Drysdale in Australia is reported to "work very well." Issues in the design include whether to provide active control of the rear wheel or let it swing freely. In the case of active control, the control algorithm needs to decide between steering with or in the opposite direction of the front wheel, when, and how much. One implementation of two-wheel steering, the Sideways bike, lets the rider control the steering of both wheels directly. Another, the Swing Bike, had the second steering axis in front of the seat so that it could also be controlled by the handlebars.
Milton W. Raymond built a long low two-wheel steering bicycle, called "X-2", with various steering mechanisms to control the two wheels independently. Steering motions included "balance", in which both wheels move together to steer the tire contacts under the center of mass; and "true circle", in which the wheels steer equally in opposite directions and thus steering the bicycle without substantially changing the lateral position of the tire contacts relative to the center of mass. X-2 was also able to go "crabwise" with the wheels parallel but out of line with the frame, for instance with the front wheel near the roadway center line and rear wheel near the curb. "Balance" steering allowed easy balancing despite long wheelbase and low center of mass, but no self-balancing ("no hands") configuration was discovered. True circle, as expected, was essentially impossible to balance, as steering does not correct for misalignment of the tire patch and center of mass. Crabwise cycling at angles tested up to about 45° did not show a tendency to fall over, even under braking. X-2 is mentioned in passing in Whitt and Wilson's Bicycling Science 2nd edition.
Because of the theoretical benefits, especially a simplified front-wheel drive mechanism, attempts have been made to construct a ridable rear-wheel steering bike. The Bendix Company built a rear-wheel steering bicycle, and the U.S. Department of Transportation commissioned the construction of a rear-wheel steering motorcycle: both proved to be unridable. Rainbow Trainers, Inc. in Alton, Illinois, offered US$5,000 to the first person "who can successfully ride the rear-steered bicycle, Rear Steered Bicycle I". One documented example of someone successfully riding a rear-wheel steering bicycle is that of L. H. Laiterman at Massachusetts Institute of Technology, on a specially designed recumbent bike. The difficulty is that turning left, accomplished by turning the rear wheel to the right, initially moves the center of mass to the right, and vice versa. This complicates the task of compensating for leans induced by the environment. Examination of the eigenvalues for bicycles with common geometries and mass distributions shows that when moving in reverse, so as to have rear-wheel steering, they are inherently unstable. Other, purpose-built designs have been published, however, that do not suffer this problem.
Between the extremes of bicycles with classical front-wheel steering and those with strictly rear-wheel steering is a class of bikes with a pivot point somewhere between the two referred to as center-steering, similar to articulated steering. An early implementation of the concept was the Phantom bicycle in the early 1870s promoted as a safer alternative to the penny-farthing. This design allows for simple front-wheel drive and current implementations appear to be quite stable, even ridable no-hands, as many photographs illustrate.
These designs, such as the Python Lowracer, usually have very lax head angles (40° to 65°) and positive or even negative trail. The builder of a bike with negative trail states that steering the bike from straight ahead forces the seat (and thus the rider) to rise slightly and this offsets the destabilizing effect of the negative trail.
Tiller effect is the expression used to describe how handlebars that extend far behind the steering axis (head tube) act like a tiller on a boat, in that one moves the bars to the right in order to turn the front wheel to the left, and vice versa. This situation is commonly found on cruiser bicycles, some recumbents, and some motorcycles. It can be troublesome when it limits the ability to steer because of interference or the limits of arm reach.
Tires have a large influence over bike handling, especially on motorcycles, but also on bicycles. Tires influence bike dynamics in two distinct ways: finite crown radius and force generation. Increase the crown radius of the front tire has been shown to decrease the size or eliminate self stability. Increasing the crown radius of the rear tire has the opposite effect, but to a lesser degree.
Tires generate the lateral forces necessary for steering and balance through a combination of cornering force and camber thrust. Tire inflation pressures have also been found to be important variables in the behavior of a motorcycle at high speeds. Because the front and rear tires can have different slip angles due to weight distribution, tire properties, etc., bikes can experience understeer or oversteer. Of the two, understeer, in which the front wheel slides more than the rear wheel, is more dangerous since front wheel steering is critical for maintaining balance. Also, because real tires have a finite contact patch with the road surface that can generate a scrub torque, and when in a turn, can experience some side slipping as they roll, they can generate torques about an axis normal to the plane of the contact patch.
One torque generated by a tire, called the self aligning torque, is caused by asymmetries in the side-slip along the length of the contact patch. The resultant force of this side-slip occurs behind the geometric center of the contact patch, a distance described as the pneumatic trail, and so creates a torque on the tire. Since the direction of the side-slip is towards the outside of the turn, the force on the tire is towards the center of the turn. Therefore, this torque tends to turn the front wheel in the direction of the side-slip, away from the direction of the turn, and therefore tends to increase the radius of the turn.
Another torque is produced by the finite width of the contact patch and the lean of the tire in a turn. The portion of the contact patch towards the outside of the turn is actually moving rearward, with respect to the wheel's hub, faster than the rest of the contact patch, because of its greater radius from the hub. By the same reasoning, the inner portion is moving rearward more slowly. So the outer and inner portions of the contact patch slip on the pavement in opposite directions, generating a torque that tends to turn the front wheel in the direction of the turn, and therefore tends to decrease the turn radius.
The combination of these two opposite torques creates a resulting yaw torque on the front wheel, and its direction is a function of the side-slip angle of the tire, the angle between the actual path of the tire and the direction it is pointing, and the camber angle of the tire (the angle that the tire leans from the vertical). The result of this torque is often the suppression of the inversion speed predicted by rigid wheel models described above in the section on steady-state turning.
A highsider, highside, or high side is a type of bike motion which is caused by a rear wheel gaining traction when it is not facing in the direction of travel, usually after slipping sideways in a curve. This can occur under heavy braking, acceleration, a varying road surface, or suspension activation, especially due to interaction with the drive train. It can take the form of a single slip-then-flip or a series of violent oscillations.
Bike maneuverability and handling is difficult to quantify for several reasons. The geometry of a bike, especially the steering axis angle makes kinematic analysis complicated. Under many conditions, bikes are inherently unstable and must always be under rider control. Finally, the rider's skill has a large influence on the bike's performance in any maneuver. Bike designs tend to consist of a trade-off between maneuverability and stability.
The primary control input that the rider can make is to apply a torque directly to the steering mechanism via the handlebars. Because of the bike's own dynamics, due to steering geometry and gyroscopic effects, direct position control over steering angle has been found to be problematic.
A secondary control input that the rider can make is to lean the upper torso relative to the bike. As mentioned above, the effectiveness of rider lean varies inversely with the mass of the bike. On heavy bikes, such as motorcycles, rider lean mostly alters the ground clearance requirements in a turn, improves the view of the road, and improves the bike system dynamics in a very low-frequency passive manner.
The need to keep a bike upright to avoid injury to the rider and damage to the vehicle even limits the type of maneuverability testing that is commonly performed. For example, while automobile enthusiast publications often perform and quote skidpad results, motorcycle publications do not. The need to "set up" for a turn, lean the bike to the appropriate angle, means that the rider must see further ahead than is necessary for a typical car at the same speed, and this need increases more than in proportion to the speed.
Several schemes have been devised to rate the handling of bikes, particularly motorcycles.
Although its equations of motion can be linearized, a bike is a nonlinear system. The variable(s) to be solved for cannot be written as a linear sum of independent components, i.e. its behavior is not expressible as a sum of the behaviors of its descriptors. Generally, nonlinear systems are difficult to solve and are much less understandable than linear systems. In the idealized case, in which friction and any flexing is ignored, a bike is a conservative system. Damping, however, can still be demonstrated: under the right circumstances, side-to-side oscillations will decrease with time. Energy added with a sideways jolt to a bike running straight and upright (demonstrating self-stability) is converted into increased forward speed, not lost, as the oscillations die out.
A bike is a nonholonomic system because its outcome is path-dependent. In order to know its exact configuration, especially location, it is necessary to know not only the configuration of its parts, but also their histories: how they have moved over time. This complicates mathematical analysis. Finally, in the language of control theory, a bike exhibits non-minimum phase behavior. It turns in the direction opposite of how it is initially steered, as described above in the section on countersteering
The number of degrees of freedom of a bike depends on the particular model being used. The simplest model that captures the key dynamic features, four rigid bodies with knife edge wheels rolling on a flat smooth surface, has 7 degrees of freedom (configuration variables required to completely describe the location and orientation of all 4 bodies):
Adding complexity to the model, such as suspension, tire compliance, frame flex, or rider movement, adds degrees of freedom. While the rear frame does pitch with leaning and steering, the pitch angle is completely constrained by the requirement for both wheels to remain on the ground, and so can be calculated geometrically from the other seven variables. If the location of the bike and the rotation of the wheels are ignored, the first five degrees of freedom can also be ignored, and the bike can be described by just two variables: lean angle and steer angle.
The equations of motion of an idealized bike, consisting of
and the steer equation
These can be represented in matrix form as
In this idealized and linearized model, there are many geometric parameters (wheelbase, head angle, mass of each body, wheel radius, etc.), but only four significant variables: lean angle, lean rate, steer angle, and steer rate. These equations have been verified by comparison with multiple numeric models derived completely independently.
The equations show that the bicycle is like an inverted pendulum with the lateral position of its support controlled by terms representing roll acceleration, roll velocity and roll displacement to steering torque feedback. The roll acceleration term is normally of the wrong sign for self-stabilization and can be expected to be important mainly in respect of wobble oscillations. The roll velocity feedback is of the correct sign, is gyroscopic in nature, being proportional to speed, and is dominated by the front wheel contribution. The roll displacement term is the most important one and is mainly controlled by trail, steering rake and the offset of the front frame mass center from the steering axis. All the terms involve complex combinations of bicycle design parameters and sometimes the speed. The limitations of the benchmark bicycle are considered and extensions to the treatments of tires, frames and riders, and their implications, are included. Optimal rider controls for stabilization and path-following control are also discussed.
It is possible to calculate eigenvalues, one for each of the four state variables (lean angle, lean rate, steer angle, and steer rate), from the linearized equations in order to analyze the normal modes and self-stability of a particular bike design. In the plot to the right, eigenvalues of one particular bicycle are calculated for forward speeds of 0–10 m/s (22 mph). When the real parts of all eigenvalues (shown in dark blue) are negative, the bike is self-stable. When the imaginary parts of any eigenvalues (shown in cyan) are non-zero, the bike exhibits oscillation. The eigenvalues are point symmetric about the origin and so any bike design with a self-stable region in forward speeds will not be self-stable going backwards at the same speed.
There are three forward speeds that can be identified in the plot to the right at which the motion of the bike changes qualitatively:
Between these last two speeds, if they both exist, is a range of forward speeds at which the particular bike design is self-stable. In the case of the bike whose eigenvalues are shown here, the self-stable range is 5.3–8.0 m/s (12–18 mph). The fourth eigenvalue, which is usually stable (very negative), represents the castoring behavior of the front wheel, as it tends to turn towards the direction in which the bike is traveling. Note that this idealized model does not exhibit the wobble or shimmy and rear wobble instabilities described above. They are seen in models that incorporate tire interaction with the ground or other degrees of freedom.
Experimentation with real bikes has so far confirmed the weave mode predicted by the eigenvalues. It was found that tire slip and frame flex are not important for the lateral dynamics of the bicycle in the speed range up to 6 m/s. The idealized bike model used to calculate the eigenvalues shown here does not incorporate any of the torques that real tires can generate, and so tire interaction with the pavement cannot prevent the capsize mode from becoming unstable at high speeds, as Wilson and Cossalter suggest happens in the real world.
Bikes, as complex mechanisms, have a variety of modes: fundamental ways that they can move. These modes can be stable or unstable, depending on the bike parameters and its forward speed. In this context, "stable" means that an uncontrolled bike will continue rolling forward without falling over as long as forward speed is maintained. Conversely, "unstable" means that an uncontrolled bike will eventually fall over, even if forward speed is maintained. The modes can be differentiated by the speed at which they switch stability and the relative phases of leaning and steering as the bike experiences that mode. Any bike motion consists of a combination of various amounts of the possible modes, and there are three main modes that a bike can experience: capsize, weave, and wobble. A lesser known mode is rear wobble, and it is usually stable.
Capsize is the word used to describe a bike falling over without oscillation. During capsize, an uncontrolled front wheel usually steers in the direction of lean, but never enough to stop the increasing lean, until a very high lean angle is reached, at which point the steering may turn in the opposite direction. A capsize can happen very slowly if the bike is moving forward rapidly. Because the capsize instability is so slow, on the order of seconds, it is easy for the rider to control, and is actually used by the rider to initiate the lean necessary for a turn.
For most bikes, depending on geometry and mass distribution, capsize is stable at low speeds, and becomes less stable as speed increases until it is no longer stable. However, on many bikes, tire interaction with the pavement is sufficient to prevent capsize from becoming unstable at high speeds.
Weave is the word used to describe a slow (0–4 Hz) oscillation between leaning left and steering right, and vice-versa. The entire bike is affected with significant changes in steering angle, lean angle (roll), and heading angle (yaw). The steering is 180° out of phase with the heading and 90° out of phase with the leaning. This AVI movie shows weave.
For most bikes, depending on geometry and mass distribution, weave is unstable at low speeds, and becomes less pronounced as speed increases until it is no longer unstable. While the amplitude may decrease, the frequency actually increases with speed.
Wobble, shimmy, tank-slapper, speed wobble, and death wobble are all words and phrases used to describe a rapid (4–10 Hz) oscillation of primarily just the front end (front wheel, fork, and handlebars). Also involved is the yawing of the rear frame which may contribute to the wobble when too flexible. This instability occurs mostly at high speed and is similar to that experienced by shopping cart wheels, airplane landing gear, and automobile front wheels. While wobble or shimmy can be easily remedied by adjusting speed, position, or grip on the handlebar, it can be fatal if left uncontrolled. This AVI movie shows wobble.
Wobble or shimmy begins when some otherwise minor irregularity, such as fork asymmetry, accelerates the wheel to one side. The restoring force is applied in phase with the progress of the irregularity, and the wheel turns to the other side where the process is repeated. If there is insufficient damping in the steering the oscillation will increase until system failure occurs. The oscillation frequency can be changed by changing the forward speed, making the bike stiffer or lighter, or increasing the stiffness of the steering, of which the rider is a main component.
The term rear wobble is used to describe a mode of oscillation in which lean angle (roll) and heading angle (yaw) are almost in phase and both 180° out of phase with steer angle. The rate of this oscillation is moderate with a maximum of about 6.5 Hz. Rear wobble is heavily damped and falls off quickly as bike speed increases.
The effect that the design parameters of a bike have on these modes can be investigated by examining the eigenvalues of the linearized equations of motion. For more details on the equations of motion and eigenvalues, see the section on the equations of motion above. Some general conclusions that have been drawn are described here.
The lateral and torsional stiffness of the rear frame and the wheel spindle affects wobble-mode damping substantially. Long wheelbase and trail and a flat steering-head angle have been found to increase weave-mode damping. Lateral distortion can be countered by locating the front fork torsional axis as low as possible.
Cornering weave tendencies are amplified by degraded damping of the rear suspension. Cornering, camber stiffnesses and relaxation length of the rear tire make the largest contribution to weave damping. The same parameters of the front tire have a lesser effect. Rear loading also amplifies cornering weave tendencies. Rear load assemblies with appropriate stiffness and damping, however, were successful in damping out weave and wobble oscillations.
One study has shown theoretically that, while a bike leaned in a turn, road undulations can excite the weave mode at high speed or the wobble mode at low speed if either of their frequencies match the vehicle speed and other parameters. Excitation of the wobble mode can be mitigated by an effective steering damper and excitation of the weave mode is worse for light riders than for heavy riders.
Riding on a treadmill is theoretically identical to riding on stationary pavement, and physical testing has confirmed this. Treadmills have been developed specifically for indoor bicycle training. Riding on rollers is still under investigation.
Although bicycles and motorcycles can appear to be simple mechanisms with only four major moving parts (frame, fork, and two wheels), these parts are arranged in a way that makes them complicated to analyze. While it is an observable fact that bikes can be ridden even when the gyroscopic effects of their wheels are canceled out, the hypothesis that the gyroscopic effects of the wheels are what keep a bike upright is common in print and online.
Examples in print:
Bikes may experience a variety of longitudinal forces and motions. On most bikes, when the front wheel is turned to one side or the other, the entire rear frame pitches forward slightly, depending on the steering axis angle and the amount of trail. On bikes with suspensions, either front, rear, or both, trim is used to describe the geometric configuration of the bike, especially in response to forces of braking, accelerating, turning, drive train, and aerodynamic drag.
The load borne by the two wheels varies not only with center of mass location, which in turn varies with the amount and location of passengers and luggage, but also with acceleration and deceleration. This phenomenon is known as load transfer or weight transfer, depending on the author, and provides challenges and opportunities to both riders and designers. For example, motorcycle racers can use it to increase the friction available to the front tire when cornering, and attempts to reduce front suspension compression during heavy braking has spawned several motorcycle fork designs.
The net aerodynamic drag forces may be considered to act at a single point, called the center of pressure. At high speeds, this will create a net moment about the rear driving wheel and result in a net transfer of load from the front wheel to the rear wheel. Also, depending on the shape of the bike and the shape of any fairing that might be installed, aerodynamic lift may be present that either increases or further reduces the load on the front wheel.
Though longitudinally stable when stationary, a bike may become longitudinally unstable under sufficient acceleration or deceleration, and Euler's second law can be used to analyze the ground reaction forces generated. For example, the normal (vertical) ground reaction forces at the wheels for a bike with a wheelbase and a center of mass at height and at a distance in front of the rear wheel hub, and for simplicity, with both wheels locked, can be expressed as:
The frictional (horizontal) forces are simply
which occurs if the center of mass is anywhere above or in front of a line extending back from the front wheel contact patch and inclined at the angle
above the horizontal, then the normal force of the rear wheel will be zero (at which point the equation no longer applies) and the bike will begin to flip or loop forward over the front wheel.
On the other hand, if the center of mass height is behind or below the line, as is true, for example on most tandem bicycles or long-wheel-base recumbent bicycles, then, even if the coefficient of friction is 1.0, it is impossible for the front wheel to generate enough braking force to flip the bike. It will skid instead, unless it hits some fixed obstacle, such as a curb.
Similarly, powerful motorcycles can generate enough torque at the rear wheel to lift the front wheel off the ground in a maneuver called a wheelie. A line similar to the one described above to analyze braking performance can be drawn from the rear wheel contact patch to predict if a wheelie is possible given the available friction, the center of mass location, and sufficient power. This can also happen on bicycles, although there is much less power available, if the center of mass is back or up far enough or the rider lurches back when applying power to the pedals.
Of course, the angle of the terrain can influence all of the calculations above. All else remaining equal, the risk of pitching over the front end is reduced when riding up hill and increased when riding down hill. The possibility of performing a wheelie increases when riding up hill, and is a major factor in motorcycle hillclimbing competitions.
When braking, the rider in motion is seeking to change the speed of the combined mass m of rider plus bike. This is a negative acceleration a in the line of travel. F=ma, the acceleration a causes an inertial forward force F on mass m. The braking a is from an initial speed u to a final speed v, over a length of time t. The equation u - v = at implies that the greater the acceleration the shorter the time needed to change speed. The stopping distance s is also shortest when acceleration a is at the highest possible value compatible with road conditions: the equation s = ut + 1/2 at2 makes s low when a is high and t is low.
How much braking force to apply to each wheel depends both on ground conditions and on the balance of weight on the wheels at each instant in time. The total braking force cannot exceed the gravity force on the rider and bike times the coefficient of friction µ of the tire on the ground. mgµ >= Ff + Fr. A skid occurs if the ratio of either Ff over Nf or Fr over Nr is greater than µ, with a rear wheel skid having less of a negative impact on lateral stability.
When braking, the inertial force ma in the line of travel, not being co-linear with f, tends to rotate m about f. This tendency to rotate, an overturning moment, is resisted by a moment from mg.
Taking moments about the front wheel contact point at an instance in time:
Values for µ vary greatly depending on a number of factors:
Most of the braking force of standard upright bikes comes from the front wheel. As the analysis above shows, if the brakes themselves are strong enough, the rear wheel is easy to skid, while the front wheel often can generate enough stopping force to flip the rider and bike over the front wheel. This is called a stoppie if the rear wheel is lifted but the bike does not flip, or an endo (abbreviated form of end-over-end) if the bike flips. On long or low bikes, however, such as cruiser motorcycles and recumbent bicycles, the front tire will skid instead, possibly causing a loss of balance.
In the case of a front suspension, especially telescoping fork tubes, the increase in downward force on the front wheel during braking may cause the suspension to compress and the front end to lower. This is known as brake diving. A riding technique that takes advantage of how braking increases the downward force on the front wheel is known as trail braking.
The limiting factors on the maximum deceleration in front wheel braking are:
For an upright bicycle on dry asphalt with excellent brakes, pitching will probably be the limiting factor. The combined center of mass of a typical upright bicycle and rider will be about 60 cm (24 in) back from the front wheel contact patch and 120 cm (47 in) above, allowing a maximum deceleration of 0.5 g (5 m/s2 or 16 ft/s2). If the rider modulates the brakes properly, however, pitching can be avoided. If the rider moves his weight back and down, even larger decelerations are possible.
Front brakes on many inexpensive bikes are not strong enough so, on the road, they are the limiting factor. Cheap cantilever brakes, especially with "power modulators", and Raleigh-style side-pull brakes severely restrict the stopping force. In wet conditions they are even less effective. Front wheel slides are more common off-road. Mud, water, and loose stones reduce the friction between the tire and trail, although knobby tires can mitigate this effect by grabbing the surface irregularities. Front wheel slides are also common on corners, whether on road or off. Centripetal acceleration adds to the forces on the tire-ground contact, and when the friction force is exceeded the wheel slides.
The rear brake of an upright bicycle can only produce about 0.1 g (1 m/s2) deceleration at best, because of the decrease in normal force at the rear wheel as described above. All bikes with only rear braking are subject to this limitation: for example, bikes with only a coaster brake, and fixed-gear bikes with no other braking mechanism. There are, however, situations that may warrant rear wheel braking
Expert opinion varies from "use both levers equally at first" to "the fastest that you can stop any bike of normal wheelbase is to apply the front brake so hard that the rear wheel is just about to lift off the ground," depending on road conditions, rider skill level, and desired fraction of maximum possible deceleration.
Bikes may have only front, only rear, full suspension or no suspension that operate primarily in the central plane of symmetry; though with some consideration given to lateral compliance. The goals of a bike suspension are to reduce vibration experienced by the rider, maintain wheel contact with the ground, and maintain vehicle trim. The primary suspension parameters are stiffness, damping, sprung and unsprung mass, and tire characteristics. Besides irregularities in the terrain, brake, acceleration, and drive-train forces can also activate the suspension as described above. Examples include bob and pedal feedback on bicycles, the shaft effect on motorcycles, and squat and brake dive on both.
The study of vibration in bikes includes its causes, such as engine balance, wheel balance, ground surface, and aerodynamics; its transmission and absorption; and its effects on the bike, the rider, and safety. An important factor in any vibration analysis is a comparison of the natural frequencies of the system with the possible driving frequencies of the vibration sources. A close match means mechanical resonance that can result in large amplitudes. A challenge in vibration damping is to create compliance in certain directions (vertically) without sacrificing frame rigidity needed for power transmission and handling (torsionally). Another issue with vibration for the bike is the possibility of failure due to material fatigue Effects of vibration on riders include discomfort, loss of efficiency, Hand-Arm Vibration Syndrome, a secondary form Raynaud's disease, and whole body vibration. Vibrating instruments may be inaccurate or difficult to read.
The primary cause of vibrations in a properly functioning bicycle is the surface over which it rolls. In addition to pneumatic tires and traditional bicycle suspensions, a variety of techniques have been developed to damp vibrations before they reach the rider. These include materials, such as carbon fiber, either in the whole frame or just key components such as the front fork, seatpost, or handlebars; tube shapes, such as curved seat stays; and special inserts, such as Zertz by Specialized, and Buzzkills by Bontrager.
In addition to the road surface, vibrations in a motorcycle can be caused by the engine and wheels, if unbalanced. Manufacturers employ a variety of technologies to reduce or damp these vibrations, such as engine balance shafts, rubber engine mounts, and tire weights. The problems that vibration causes have also spawned an industry of after-market parts and systems designed to reduce it. Add-ons include handlebar weights, isolated foot pegs, and engine counterweights. At high speeds, motorcycles and their riders may also experience aerodynamic flutter or buffeting. This can be abated by changing the air flow over key parts, such as the windshield.
A variety of experiments have been performed in order to verify or disprove various hypotheses about bike dynamics.
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