{"id":3910,"date":"2023-01-22T15:31:29","date_gmt":"2023-01-22T21:31:29","guid":{"rendered":"https:\/\/jdewald.com\/design\/?p=3910"},"modified":"2023-03-28T20:19:52","modified_gmt":"2023-03-29T01:19:52","slug":"electronic-shifter","status":"publish","type":"post","link":"https:\/\/jdewald.com\/design\/electronic-shifter\/","title":{"rendered":"Electronic Shifter"},"content":{"rendered":"\n<p>Yeh, that&#8217;s right. <strong>Electronic <\/strong>shifter: a touring bike with something battery powered : o<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized is-style-default\"><img decoding=\"async\" src=\"https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230118_103723_3220-768x1024.jpg\" alt=\"closeup imagine of a stepper motor actuated, electronic derailleur shifter\" class=\"wp-image-4038\" width=\"576\" height=\"768\" srcset=\"https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230118_103723_3220-768x1024.jpg 768w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230118_103723_3220-225x300.jpg 225w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230118_103723_3220-1152x1536.jpg 1152w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230118_103723_3220-1536x2048.jpg 1536w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230118_103723_3220-scaled.jpg 1920w\" sizes=\"(max-width: 576px) 100vw, 576px\" \/><figcaption class=\"wp-element-caption\">never miss a shift again<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">The Need<\/h2>\n\n\n\n<p class=\"has-white-color has-ast-global-color-6-background-color has-text-color has-background\"><strong><em>TLDR: thousands of shifts and 3 months of standby battery life for my non-destructive electronic shifter. If you love your vintage rig but want to add some precision (or just a bit of fun), keep on reading.<\/em><\/strong><\/p>\n\n\n\t\t\t\t<div class=\"wp-block-uagb-table-of-contents uagb-toc__align-left uagb-toc__columns-1  uagb-block-884adb5c     \"\n\t\t\t\t\tdata-scroll= \"1\"\n\t\t\t\t\tdata-offset= \"30\"\n\t\t\t\t\tstyle=\"\"\n\t\t\t\t>\n\t\t\t\t<div class=\"uagb-toc__wrap\">\n\t\t\t\t\t\t<div class=\"uagb-toc__title\">\n\t\t\t\t\t\t\tTable Of Contents\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"uagb-toc__list-wrap\">\n\t\t\t\t\t\t<ol class=\"uagb-toc__list\"><li class=\"uagb-toc__list\"><a href=\"#the-need\">The Need<\/a><li class=\"uagb-toc__list\"><a href=\"#electronic-shifter-ideate\">Electronic Shifter: Ideate<\/a><li class=\"uagb-toc__list\"><a href=\"#electronic-shifter-design\">Electronic Shifter: Design<\/a><li class=\"uagb-toc__list\"><a href=\"#time-to-test\">Time to test<\/a><li class=\"uagb-toc__list\"><a href=\"#code\">Code<\/a><li class=\"uagb-toc__list\"><a href=\"#electronics\">Electronics<\/a><li class=\"uagb-toc__list\"><a href=\"#the-buttons\">The Buttons<\/a><li class=\"uagb-toc__list\"><a href=\"#mechanical-design\">Mechanical Design<\/a><li class=\"uagb-toc__list\"><a href=\"#the-files\">The Files<\/a><li class=\"uagb-toc__list\"><a href=\"#final-thoughts\">Final Thoughts<\/a><\/ol>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\n\n\n<p><\/p>\n\n\n\n<p>Prototyping for the <a href=\"https:\/\/jdewald.com\/design\/3d-printed-bar-end-shifters\/\" target=\"_blank\" rel=\"noreferrer noopener\">bar end shifters<\/a> required a lot of patience. It wasn\u2019t just about getting the look and feel of the shifters right (which, arguably I still haven\u2019t done) it was really about the user experience. I wanted my shifts to be fast, repeatable, and precise.<\/p>\n\n\n\n<p>Fast was probably the easiest to design for. There were a few iterations that tolerances were a little tight, and they could be pretty tough to move. I sheared a few of the first ones clean off. But as long as the detent wasn\u2019t too detent-y, the speed of the shift was only a matter of how quickly I could get to the bar ends.<\/p>\n\n\n\n<p>Unless, of course, the precision of the gear-distance was off.<\/p>\n\n\n\n<p>If the shifters weren\u2019t tuned to the cassette properly (and gear-to-gear distances differ by tenths of a mm) the shift would be jumpy, noisy, and it was possible that it wouldn\u2019t even complete. Annnnnd\u2026 well, this happened A LOT during prototyping.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">The noise, noise, noise!<\/h3>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-4 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image aligncenter size-large blog-image\"><img decoding=\"async\" width=\"1024\" height=\"768\" src=\"https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20220331_112702_2192-1024x768.jpg\" alt=\"staged photo of a fully loaded, and remarkable touring bike\" class=\"wp-image-4039\" srcset=\"https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20220331_112702_2192-1024x768.jpg 1024w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20220331_112702_2192-300x225.jpg 300w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20220331_112702_2192-768x576.jpg 768w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20220331_112702_2192-1536x1152.jpg 1536w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20220331_112702_2192-2048x1536.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">That. Is. Beautiful.<\/figcaption><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column blog-column has-ast-global-color-6-color has-ast-global-color-0-background-color has-text-color has-background is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p class=\"blog-image-paragraph has-ast-global-color-6-color has-text-color\">Here\u2019s, like, the full complaint: My touring bike is fully loaded with racks, panniers, water bottles, bladders, tools, pump, a lock, handlebar bag, saddle bag, frame bag\u2026.all with zippers, clasps, hardware, and the like. And I have systematically eliminated every single stray noise on that machine. If you have spent 80 miles a day for 60 straights days in a saddle, you have a lot of time to get annoyed. And few things in this world annoy me more than repetitive noises. Perhaps with the exception of repetitive AND preventable, noises.<\/p>\n\n\n\n<p class=\"blog-image-paragraph has-ast-global-color-6-color has-text-color\"><br>All of this color commentary to say that I really hate noisy shifting. I am a mechanical engineer (well, half of one anyway), and I should be able to tune my derailleur to perfection.<\/p>\n\n\n\n<p style=\"font-style:normal;font-weight:400\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-ast-global-color-6-color\"><\/mark><\/p>\n<\/div><\/div>\n<\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Help Wanted: Precision<\/h3>\n\n\n\n<p>So that was part of the design process for the <a href=\"https:\/\/jdewald.com\/design\/3d-printed-bar-end-shifters\/\">bar end shifters<\/a>. There was a lot trial and error and in situ testing at first, and every time I needed to make a change to the gear-distances it meant 6 more hours of printing because, you know, the distances are \u201chard-coded\u201d into the plastic.<\/p>\n\n\n\n<p>Well, that got old very quickly (Or very slowly, I guess, while I waited for the prints to finish so I could ride my bike).<\/p>\n\n\n\n<p>What I needed was a bench top actuator to measure cable pull per gear change so I could accurately model the distances in cad and print them out on the shifters. What I needed was precision. Precision, almost by definition, takes time. And if I was going to take the time to build it, well, I should just go the extra mile and turn that benchtop-actuator into a bike-mounted-actuator&#8230; because automation right?<\/p>\n\n\n\n<p>So about halfway through the development of the bar end shifters I started to think about, and then work on, the upgraded solution, the holy grail: an electronic shifter. I mentioned this back in <a href=\"https:\/\/jdewald.com\/design\/electronic-shifting\/\">my first post<\/a>, and you can head back there for a bit of background, but I\u2019ll do my best to quickly sum up the lay of the land here.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Existing Solutions<\/h3>\n\n\n\n<ul>\n<li>Off the shelf \n<ul>\n<li>X-shifter took everyone\u2019s money and <a href=\"https:\/\/www.reddit.com\/r\/cycling\/comments\/g8f3wd\/scammer_alert_xshifter_aka_cell_cycling_aka_paul\/\" target=\"_blank\" rel=\"noreferrer noopener\">then moved to Bali or something<\/a>. <\/li>\n\n\n\n<li><a href=\"https:\/\/archercomponents.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Archer Components<\/a> has a solid electronic shifter.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Homebrew\n<ul>\n<li><a href=\"https:\/\/spectrum.ieee.org\/diy-electronic-bicycle-derailleur\" target=\"_blank\" rel=\"noreferrer noopener\">This guy<\/a> carriers around a lead acid battery with him! <\/li>\n\n\n\n<li>And you could always go the route of <a href=\"https:\/\/www.instructables.com\/DIY-Electronic-Derailleur\/\" target=\"_blank\" rel=\"noreferrer noopener\">modifying your derailleur<\/a> to <a href=\"https:\/\/www.youtube.com\/watch?v=rujri4771nY\" target=\"_blank\" rel=\"noreferrer noopener\">remove <\/a>and then simulate the behavior of the return spring.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p>There are components of each of those designs that show merit. Archer\u2019s product is beautiful and it work, but their weakness stems from the actuator. They use a servo motor and servo motors require constant power to maintain position&#8230;and that\u2019s not a great requirement for a battery powered device.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">The best of all worlds<\/h3>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-8 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image aligncenter size-medium blog-image\"><img decoding=\"async\" width=\"225\" height=\"300\" src=\"https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20210928_175921_1552-225x300.jpg\" alt=\"closeup of a broken campagnolo derailleur, in-site during a tour\" class=\"wp-image-4040\" srcset=\"https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20210928_175921_1552-225x300.jpg 225w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20210928_175921_1552-768x1024.jpg 768w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20210928_175921_1552-1152x1536.jpg 1152w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20210928_175921_1552-1536x2048.jpg 1536w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20210928_175921_1552-scaled.jpg 1920w\" sizes=\"(max-width: 225px) 100vw, 225px\" \/><figcaption class=\"wp-element-caption\">Yeh, that happened on tour<\/figcaption><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column blog-column has-ast-global-color-6-color has-ast-global-color-0-background-color has-text-color has-background is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p>I didn\u2019t want any of those. I don\u2019t like Bali, Archer\u2019s battery only lasts a few days, I care about the weight of my load, and I didn\u2019t want to permanently alter my stuff.<\/p>\n\n\n\n<p>Removing the derailleur spring, on the other hand, allows for the use of a stepper motor. Steppers have high holding torques and, in comparison to servos, only require power when moving (the stepper detents and magnets provide the opposing force).<\/p>\n\n\n\n<p>Intermittent power requirements? Great for batteries. But alas, you\u2019d have to mutilate your stuff. Your precious, beautiful stuff.<\/p>\n\n\n\n<p>So why didn\u2019t I want to alter my derailleur? Because I love it, that\u2019s why. Actually, I love all of my derailleurs. Even this broken one. And if someone else on the internets (sic) wants to use this design, well maybe they don\u2019t want to break their stuff either. I\u2019m trying to be democratic.<\/p>\n<\/div><\/div>\n<\/div>\n<\/div>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Electronic Shifter: Ideate<\/h2>\n\n\n\n<h5 class=\"wp-block-heading\">Design Requirements<\/h5>\n\n\n\n<p>So I had some starting points for the design of my electronic derailleur shifter:<\/p>\n\n\n\n<ul>\n<li>No modification to existing gear;<\/li>\n\n\n\n<li>Long battery life (1 month +)<\/li>\n\n\n\n<li>Low weight (let&#8217;s say less than a pound, including battery);<\/li>\n<\/ul>\n\n\n\n<p>ok how to get there? Let\u2019s look at a derailleur and see if we can simplify the mechanics a bit.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">Some, uh, engineering<\/h5>\n\n\n\n<section class=\"wp-block-uagb-columns uagb-columns__wrap uagb-columns__background-none uagb-columns__stack-mobile uagb-columns__valign-center uagb-columns__gap-10 align uagb-block-6fe47afa uagb-columns__columns-3 uagb-columns__max_width-theme\"><div class=\"uagb-columns__overlay\"><\/div><div class=\"uagb-columns__inner-wrap uagb-columns__columns-3\">\n<div class=\"wp-block-uagb-column uagb-column__wrap uagb-column__background-undefined uagb-block-f5cd0140\"><div class=\"uagb-column__overlay\"><\/div>\n<figure class=\"wp-block-image aligncenter size-medium\"><img decoding=\"async\" width=\"300\" height=\"300\" src=\"https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_125758_3258-300x300.jpg\" alt=\"closeup of a shimano derailleur to illustrate the parallelogram\" class=\"wp-image-4041\" srcset=\"https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_125758_3258-300x300.jpg 300w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_125758_3258-1024x1024.jpg 1024w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_125758_3258-150x150.jpg 150w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_125758_3258-768x768.jpg 768w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_125758_3258-1536x1536.jpg 1536w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_125758_3258-2048x2048.jpg 2048w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><figcaption class=\"wp-element-caption\">derailleur-spring at rest<\/figcaption><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-uagb-column uagb-column__wrap uagb-column__background-undefined uagb-block-2e6c1036\"><div class=\"uagb-column__overlay\"><\/div>\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer uag-hide-tab uag-hide-mob uag-hide-tab uag-hide-mob\"><\/div>\n\n\n\n<p>Actually we don\u2019t need to simplify them, it\u2019s basically a practice problem in an undergraduate mechanics text. Derailleurs are parallelograms with an extension spring (that we\u2019ll call the derailleur-spring) connecting two nodes.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-ast-global-color-1-color has-css-opacity has-ast-global-color-1-background-color has-background is-style-dots\"\/>\n\n\n\n<p>Your cable, and therefore your shifter, pulls the other two nodes together, causing the derailleur spring to elongate. The force of the spring (-kx for the wonks) is balanced by the reaction force in your shifter. It\u2019s in static equilibrium when not being shifted.<\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer uag-hide-tab uag-hide-mob uag-hide-tab uag-hide-mob\"><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-uagb-column uagb-column__wrap uagb-column__background-undefined uagb-block-37d735df\"><div class=\"uagb-column__overlay\"><\/div>\n<figure class=\"wp-block-image aligncenter size-medium\"><img decoding=\"async\" width=\"300\" height=\"300\" src=\"https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_125753_3257-300x300.jpg\" alt=\"closeup of a shimano derailleur to illustrate the parallelogram\" class=\"wp-image-4042\" srcset=\"https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_125753_3257-300x300.jpg 300w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_125753_3257-1024x1024.jpg 1024w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_125753_3257-150x150.jpg 150w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_125753_3257-768x768.jpg 768w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_125753_3257-1536x1536.jpg 1536w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_125753_3257-2048x2048.jpg 2048w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><figcaption class=\"wp-element-caption\">derailleur-spring extended as pinch bolt moves towards cable-stop<\/figcaption><\/figure>\n<\/div>\n<\/div><\/section>\n\n\n\n<p>So inserting an actuator into this design means that you\u2019re constantly fighting against that derailleur spring (unless you remove it). The problem is that an actuator (at least the ones we\u2019re looking at) can do work in both directions. The spring is redundant in the best case (it helps on the return) and inefficient in the worst. I mean, I get why removing it makes sense.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Perpetual Motion<\/h3>\n\n\n\n<p>But, you know, it\u2019s kinda nice of that spring doing all of that return work for your system. Wouldn&#8217;t it be cool if we could somehow use that spring to our advantage. Wouldn\u2019t it be, like, super cool if that spring could be used to help us in both directions!<\/p>\n\n\n\n<div class=\"wp-block-uagb-image aligncenter uagb-block-358fba0c wp-block-uagb-image--layout-default wp-block-uagb-image--effect-static wp-block-uagb-image--align-center\"><figure class=\"wp-block-uagb-image__figure\"><img decoding=\"async\" srcset=\"https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/perpetual_motion_gizmodo.gif \" src=\"https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/perpetual_motion_gizmodo.gif\" alt=\"animated gif of a weighted wheel perpetual motion machine. Attribution to Gizmodo Australia\" class=\"uag-image-3996\" width=\"400\" height=\"405\" title=\"\" loading=\"lazy\"\/><figcaption class=\"uagb-image-caption\"><a href=\"https:\/\/www.gizmodo.com.au\/2013\/06\/9-gifs-that-make-perpetual-motion-machines-a-reality\/\" target=\"_blank\" rel=\"noreferrer noopener\">It&#8217;s perpetual baby!<\/a><\/figcaption><\/figure><\/div>\n\n\n\n<p>I&#8217;m glad I got your attention. But\u2026seriously, this idea of spring balancing reminds me of something\u2026<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-12 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image aligncenter size-full blog-image is-style-default\"><img decoding=\"async\" width=\"600\" height=\"400\" src=\"https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/anglepoise.webp\" alt=\"standard anglepoise lamp as an example of a zero length spring static load balancer. Attribution https:\/\/www.anglepoise.com\/usa\/\" class=\"wp-image-3997\" srcset=\"https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/anglepoise.webp 600w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/anglepoise-300x200.webp 300w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><figcaption class=\"wp-element-caption\">So cool<\/figcaption><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column blog-column has-ast-global-color-6-color has-ast-global-color-0-background-color has-text-color has-background is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p class=\"blog-image-paragraph has-ast-global-color-6-color has-text-color\">These lights are SOOOOO cool, I remember being fascinated by them as a kid. You had this massive light that could be moved with the lightest of touches. And look at all of those springs, how the hell does that work? <\/p>\n\n\n\n<p><\/p>\n\n\n\n<p class=\"blog-image-paragraph has-ast-global-color-6-color has-text-color\">It turns out the mechanism is called a Energy Free Spring-to-Spring Balancer. And this guy, who studied the shit out of them, is my official mechanical engineering hero:<\/p>\n\n\n\n<p><a href=\"https:\/\/www.tudelft.nl\/en\/staff\/j.l.herder\/?cHash=9f665b8d5d8c8417e174cf5b2b2939a8\">Just Herder<\/a><\/p>\n<\/div><\/div>\n<\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Energy Free Spring Balancers<\/h3>\n\n\n\n<p>I actually read his <a href=\"http:\/\/repository.tudelft.nl\/\" target=\"_blank\" rel=\"noreferrer noopener\">thesis <\/a>and it was awesome. Now, I\u2019ve browsed thesises (thesi?) before but never had the desire to finish one&#8230;this was different. It was exciting. It was well written. It motivated me to blow the dust off of my mechanics book to keep up with the math. <\/p>\n\n\n\n<p>And, per our electronic derailleur shifter, it was relevant. Check out this diagram from <a href=\"https:\/\/doi.org\/10.1115\/1.4004101\" target=\"_blank\" rel=\"noreferrer noopener\">one of his papers<\/a> in the Journal of Mechanical Design<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-16 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image aligncenter size-full\"><img decoding=\"async\" width=\"288\" height=\"339\" src=\"https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/parallelogram_spring_balancer_extensions.jpeg\" alt=\"mechanical diagram of a paralleogram balanced by two zero length extension springs. Attribution: J. Herder\" class=\"wp-image-3998\" srcset=\"https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/parallelogram_spring_balancer_extensions.jpeg 288w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/parallelogram_spring_balancer_extensions-255x300.jpeg 255w\" sizes=\"(max-width: 288px) 100vw, 288px\" \/><figcaption class=\"wp-element-caption\">I mean, why not?<\/figcaption><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column blog-column has-ast-global-color-6-color has-ast-global-color-0-background-color has-text-color has-background is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p class=\"has-ast-global-color-2-color has-text-color\">Look familiar? It&#8217;s basically our derailleur with an an equal extension spring (we\u2019ll call this one the balancer-spring) across the bare nodes of the parallelogram. You can do the math (you have to understand what a <a href=\"https:\/\/en.wikipedia.org\/wiki\/Spring_(device)#Zero-length_springs\" target=\"_blank\" rel=\"noreferrer noopener\">zero-length spring<\/a> is first) but no matter the position of the nodes, the parallelogram will be in static equilibrium!<\/p>\n\n\n\n<p class=\"blog-image-paragraph has-ast-global-color-6-color has-text-color\">Actually, I love math, and it\u2019s pretty basic so I added a quote from Herders Thesis below:<\/p>\n\n\n\n<blockquote class=\"wp-block-quote\">\n<p>When the two equal spring[s] are shifted towards each&#8230;the balanced parallelogram results&#8230; [This] demonstrates that any parallelogram, with equal ideal springs on its diagonals, yields a statically balanced spring mechanism<\/p>\n<\/blockquote>\n\n\n\n<p class=\"latex-block\">\\( U(l_1,l_2) = \\frac{1}{2} k_1 l_1^2 + \\frac{1}{2} k_2 l_2^2 \\\\ \\)<\/p>\n\n\n\n<p class=\"latex-block\">\\( U(l_1,l_2) = \\frac{1}{2} k (l_1^2+l_2^2)\\\\ \\)<\/p>\n\n\n\n<p class=\"latex-block\">\\( l_1^2+l_2^2 = 2*(r_1^2+r_2^2) \\\\ \\)<\/p>\n\n\n\n<p>Where l are the diagonals (or spring lengths) and r are the sides of the parallelogram. Since r is a constant, substituting the 3rd equation into the 2nd yields \\( U = Constant \\)<\/p>\n<\/div><\/div>\n<\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Back to Physics<\/h3>\n\n\n\n<p>Well well well. Perpetual motion methinks not. Turns out we can use that derailleur-spring after all. In fact the only force needed to move that parallelogram (the ideal one above) is the force needed to overcome the internal friction of the system. The system, once displaced, will preserve it\u2019s position without the need of an external force. Bye bye servo (sorry Archer!) and hello long battery life. Hello electronic shifter&#8230;<\/p>\n\n\n\n<p>EXCEPT,<\/p>\n\n\n\n<p>This is the real world. And, ummmm, unless you want to mount your electronic shifter to the derailleur (I don\u2019t), we\u2019re still going to need to use a cable to transmit that force. Cables are fine for pulling, great even! but, as my undergraduate physics professor liked to remind us (usually as a means to embarrass us), you can\u2019t push a rope.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Not a Rope<\/h3>\n\n\n\n<p>Some good news though. Technically, the cable *isn\u2019t* a rope. (News flash, I know). Cables, unlike rope, do have some usable stiffness. But also, more importantly, this <s>rope<\/s> cable is also sheathed in a cable housing so you can&#8230; kind-of&#8230; push this rope.<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-20 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_130604_3259-768x1024.jpg\" alt=\"stepper motor linear actuator by haydon kerk model no 25443\" class=\"wp-image-4043\" width=\"300\" srcset=\"https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_130604_3259-768x1024.jpg 768w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_130604_3259-225x300.jpg 225w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_130604_3259-1152x1536.jpg 1152w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_130604_3259-1536x2048.jpg 1536w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_130604_3259-scaled.jpg 1920w\" sizes=\"(max-width: 768px) 100vw, 768px\" \/><figcaption class=\"wp-element-caption\">It can push! It can pull! It can shift.<\/figcaption><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column blog-column has-ast-global-color-6-color has-ast-global-color-0-background-color has-text-color has-background is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p>Other important note: if I were able to push on the cable, the input force would only need to match the internal friction of the system, and I could design for the actuator to be quite small. But I can\u2019t and I need those springs to be slightly mismatched and that means I need the actuator to be&#8230;well, decent.<\/p>\n\n\n\n<p>The good news for me is that I had an actuator laying around that is pretty impressive, and I wanted to use it in a project anyway. Soo I haven\u2019t actually tested this with smaller actuators but I\u2019m fairly confident that other\u2019s would work just fine. I tried with my fingers and it\u2019s super easy to move (try it without the balancer-spring and you\u2019ll have to work for it).&nbsp; Hopefully someone else will provide some data.<\/p>\n<\/div><\/div>\n<\/div>\n<\/div>\n\n\n\n<p>This actually has two important results:<\/p>\n\n\n\n<ul>\n<li>My actuator doesn&#8217;t need to be super OP, and therefore<\/li>\n\n\n\n<li>I can use a smaller battery that saves weight AND lasts a long time<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Actuators for Electronic Shifters<\/h3>\n\n\n\n<p>Right, so, actuators. Servo are out, steppers are in. But I need to turn the rotary motion of a motor into a linear motion of the cable\u2026thankfully I\u2019ve worked with electromechanical projects before and happen to have some favorite manufacturers. One of my favorites for linear actuators is <a href=\"https:\/\/www.haydonkerkpittman.com\/products\/linear-actuators\" target=\"_blank\" rel=\"noreferrer noopener\">Haydon Kerk<\/a> (no affiliate links, ever). Highly recommended for their quality and documentation, I have about 30 of their products laying around the garage at any given time. Here\u2019s what I had that worked:<\/p>\n\n\n\n<section class=\"wp-block-uagb-columns uagb-columns__wrap uagb-columns__background-none uagb-columns__stack-mobile uagb-columns__valign-center uagb-columns__gap-10 align uagb-columns__reverse-mobile uagb-block-d85b5f5f uagb-columns__columns-2 uagb-columns__max_width-theme\"><div class=\"uagb-columns__overlay\"><\/div><div class=\"uagb-columns__inner-wrap uagb-columns__columns-2\">\n<div class=\"wp-block-uagb-column uagb-column__wrap uagb-column__background-undefined uagb-block-c4e936bb\"><div class=\"uagb-column__overlay\"><\/div>\n<h4 class=\"wp-block-heading\">Haydon Kerk linear actuator 25443-05-912<\/h4>\n\n\n\n<ul>\n<li>.013mm linear travel per step, 30mm total stroke<\/li>\n\n\n\n<li>5V windings driven at 12V for &lt; 25% Duty Cycle<\/li>\n\n\n\n<li>I&#8217;m able to actuate the derailleur at pulse rates as high as 900 s\/sec<\/li>\n<\/ul>\n\n\n\n<p>In truth, this thing would have worked without the balancing spring, it\u2019s pretty strong. <\/p>\n\n\n\n<p>These actuators are pretty much constant current, regardless of the load (assuming it\u2019s within operating limits). This is typically one of the downsides of a stepper motor. But I want my shifts completing in 500 ms or so. So if I draw 1-Amp at 12V for 500 ms that&#8217;s not very many Joules (6, to be precise) and my tiny battery has lots of Joules (3700 mA-H (@3.7V) ~ 50,000 J). <\/p>\n\n\n\n<p>Incidentally, this gives me about 8,000 shifts, but my tests gave over 10k. I&#8217;m guessing the difference was in the variable voltage of a Li-ion battery. <\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-uagb-column uagb-column__wrap uagb-column__background-undefined uagb-block-0682b198\"><div class=\"uagb-column__overlay\"><\/div>\n<figure class=\"wp-block-image aligncenter size-full is-style-default\"><img decoding=\"async\" width=\"729\" height=\"356\" src=\"https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/25000_pulserate_lr25.jpg\" alt=\"force vs rate curves for haydon kerk 25mm can stack linear actuators\" class=\"wp-image-4044\" srcset=\"https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/25000_pulserate_lr25.jpg 729w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/25000_pulserate_lr25-300x147.jpg 300w\" sizes=\"(max-width: 729px) 100vw, 729px\" \/><figcaption class=\"wp-element-caption\">Driving a 5V .0005&#8243; resolution motor at 12V can provide some serious force<\/figcaption><\/figure>\n<\/div>\n<\/div><\/section>\n\n\n\n<h2 class=\"wp-block-heading\">Electronic Shifter: Design<\/h2>\n\n\n\n<p>Where to put the balancer-spring? I didn\u2019t want (and probably couldn\u2019t) install the spring directly on the derailleur, so the next best place was on the actuator. Matching the spring was done empirically (using a fish scale to measure force vs displacement) and via physical inspection (measure derailleur-spring: width, compressed length, and wire diameter \u2192 find matching balancer-springs). For some reason I started the design with matching extension springs&#8230;probably because the derailleur spring is an extension spring and I was just excited to get started<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Out with the old, in with the new<\/h3>\n\n\n\n<section class=\"wp-block-uagb-columns uagb-columns__wrap uagb-columns__background-none uagb-columns__stack-mobile uagb-columns__valign-center uagb-columns__gap-10 align uagb-block-26c54a04 uagb-columns__columns-3 uagb-columns__max_width-theme\"><div class=\"uagb-columns__overlay\"><\/div><div class=\"uagb-columns__inner-wrap uagb-columns__columns-3\">\n<div class=\"wp-block-uagb-column uagb-column__wrap uagb-column__background-undefined uagb-block-8708693e\"><div class=\"uagb-column__overlay\"><\/div>\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" width=\"1024\" height=\"768\" src=\"https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_121634_3252-1024x768.jpg\" alt=\"close up photo of mark 1 of an electronic shifter design that used two half-k extension springs to balance the derailleur spring\" class=\"wp-image-4046\" srcset=\"https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_121634_3252-1024x768.jpg 1024w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_121634_3252-300x225.jpg 300w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_121634_3252-768x576.jpg 768w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_121634_3252-1536x1152.jpg 1536w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_121634_3252-2048x1536.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Not my best work, but a good proof of concept<\/figcaption><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-uagb-column uagb-column__wrap uagb-column__background-undefined uagb-block-b57cfe29\"><div class=\"uagb-column__overlay\"><\/div>\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer uag-hide-mob uag-hide-mob\"><\/div>\n\n\n\n<p>A matched balancer-spring installed on the actuator was a design challenge. The best I could come up with was two balancer-springs, each with half of the spring-constant of the derailleur-spring.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-ast-global-color-1-color has-css-opacity has-ast-global-color-1-background-color has-background is-style-dots\"\/>\n\n\n\n<p>But then I realized that a matched compression spring would make for a sleeker design. A compression spring, unlike the extension spring, could be placed inline with the actuator and derailleur cable.<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer uag-hide-tab uag-hide-mob uag-hide-tab uag-hide-mob\"><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-uagb-column uagb-column__wrap uagb-column__background-undefined uagb-block-827ac699\"><div class=\"uagb-column__overlay\"><\/div>\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" width=\"1024\" height=\"768\" src=\"https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_121722_3253-1024x768.jpg\" alt=\"close up photo of mark 2 of an electronic shifter design that a single compression spring to balance the derailleur spring\" class=\"wp-image-4047\" srcset=\"https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_121722_3253-1024x768.jpg 1024w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_121722_3253-300x225.jpg 300w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_121722_3253-768x576.jpg 768w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_121722_3253-1536x1152.jpg 1536w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_121722_3253-2048x1536.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">That&#8217;s more like it<\/figcaption><\/figure>\n<\/div>\n<\/div><\/section>\n\n\n\n<p>That first design was ugly. Though it definitely worked (and, just for giggles, it worked with coin cell batteries). Design is iterative after all. A compression spring, unlike the extension spring, could be placed inline with the actuator and the derailleur cable. If I had access to the back side of the actuator shaft, I could have installed an extension spring there. I didn\u2019t\u2026but some linear actuators do have that feature.<\/p>\n\n\n\n<p>This required some assembly features that I don\u2019t think are particularly slick but they get the job done. More on that in the mech design section. Maybe mark-3 will improve on these.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Time to test<\/h2>\n\n\n\n<p>Bench-top testing was fun. I blew a microcontroller while testing battery life, something to do with Adafruit\u2019s dual power rig, when the battery failed it shorted my low bat pin to power and fried everything. But other than that it was pretty straightforward. Nail a derailleur to a piece of wood, connect actuator, verify it shifts gears through the entire range, attach battery, verify battery life. Boom, electronic shifter.<\/p>\n\n\n\n<p>I did mess around with a variety of sleep modes and actuator profiles to optimize battery life. Full sleep on an arduino (which includes brown out detection) is not worth the risk for a battery powered device. I toasted one pro micro and had to rebuild the whole perf-board. Very frustrating. But I did desolder the on board regulator and led to cut down on the quiescent draw. I can&#8217;t remember, but I think the device draws 1-2 mA during sleep: That&#8217;s 2.5 months of standby battery life. Actual results were higher (again, due to non-conformities in Li-ion batteries)<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Drum Roll Please<\/h3>\n\n\n\n<p>10,000+ shifts (stopped here, that was enough resolution to confirm my math) and 3 months of standby battery life from a 3700mah lithium ion battery. The latter was actually measured for 3 months.<\/p>\n\n\n\n<p>Yep you read that right. 3 months of battery life from a battery the size of a credit card. Eat your heart out Archer! <\/p>\n\n\n\n<p>Note here: first, don\u2019t eat your heart out. Those guys are super cool. Second, standby test and shifting tests were separate. Actual battery life on the bike is closer to 1.5 months IF I forget to turn it off. More on that last bit in the final thoughts.<\/p>\n\n\n\n<p>Real world values have actually tended higher and it\u2019s been colder here lately. I\u2019m up to twp months on the current charge and I\u2019ve been riding almost daily.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Code<\/h2>\n\n\n\n<p>The code for the testing was very very simple. Production required some more nuance.<\/p>\n\n\n\n<ul>\n<li>I needed some debouncing and figured I could do this in software (in hindsight, I would like to add a hardware debounce).<\/li>\n\n\n\n<li>I needed a calibration routine for the actuator \/ potentiometer couple;<\/li>\n\n\n\n<li>Need to save and recall gear distances in EEPROM;<\/li>\n\n\n\n<li>Need to be able to adjust gear distances on the fly (initial setup AND long term corrections, due to derailleur damage, cable stretch, etc)<\/li>\n<\/ul>\n\n\n\n<p>The code is FOSS and is available on my <a href=\"https:\/\/github.com\/yukdumboobumm\/shiftAll\" target=\"_blank\" rel=\"noreferrer noopener\">github<\/a>. It\u2019s mostly commented and there are some extraneous functions that need to be removed but I think it\u2019s fairly straightforward.<\/p>\n\n\n\n<p>Algorithm is as follows:<\/p>\n\n\n\n<div class=\"wp-block-uagb-image aligncenter uagb-block-2406bae8 wp-block-uagb-image--layout-default wp-block-uagb-image--effect-static wp-block-uagb-image--align-center\"><figure class=\"wp-block-uagb-image__figure\"><img decoding=\"async\" srcset=\"https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/shiftAll_flowchart_cropped.png \" src=\"https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/shiftAll_flowchart_cropped.png\" alt=\"flowchart for electronic shifting code\" class=\"uag-image-4049\" width=\"\" height=\"\" title=\"\" loading=\"lazy\"\/><\/figure><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Electronics<\/h2>\n\n\n\n<p>Electronics are also straightforward. Components include:<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-24 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" width=\"768\" height=\"1024\" src=\"https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_121750_3254-768x1024.jpg\" alt=\"close-up photo of electronics used in electronic shifter\" class=\"wp-image-4052\" srcset=\"https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_121750_3254-768x1024.jpg 768w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_121750_3254-225x300.jpg 225w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_121750_3254-1152x1536.jpg 1152w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_121750_3254-1536x2048.jpg 1536w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_121750_3254-scaled.jpg 1920w\" sizes=\"(max-width: 768px) 100vw, 768px\" \/><figcaption class=\"wp-element-caption\">Yeh I know you like that sweet perf-board layout<\/figcaption><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column blog-column has-ast-global-color-6-color has-ast-global-color-0-background-color has-text-color has-background is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<ul>\n<li>Stepper Driver<\/li>\n\n\n\n<li>12V step-up regulator<\/li>\n\n\n\n<li>3.3 up\/down regulator<\/li>\n\n\n\n<li>arduino pro mini<\/li>\n\n\n\n<li>decoupling capacitor<\/li>\n<\/ul>\n\n\n\n<p>12V step-up is for the 5V motor (not a typo, reference the data sheet), 3.3V step-up\/down regulator for the brains. Pololu made this nifty little device for battery powered applications. Lithium ion batteries are notorious for draining themselves to death AND their voltages drop as capacity drops. So, this regulator boosts to 3.3V regardless of battery voltage and has a cutoff at 2.7V or something to keep the battery healthy.<\/p>\n\n\n\n<p>I split the boards into brains and power, thinking that I would make assembly sleeker. It didn\u2019t and I want to redesign it. Next obvious step is a pcb with surface mount components to cut down on size. I\u2019d like to bury the electronics underneath the actuator mount. I&#8217;ll add the schematic in the next couple of weeks (currently 3\/14\/2023) but, really, there isn&#8217;t much to it.<\/p>\n<\/div><\/div>\n<\/div>\n<\/div>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">The Buttons<\/h2>\n\n\n\n<p>Ugh. I&#8217;m sorry about these, really. Archer Components has this <a href=\"https:\/\/archercomponents.com\/collections\/shifters-and-remotes\/products\/paddle-remote-1\" target=\"_blank\" rel=\"noreferrer noopener\">awesome paddle remote<\/a> that can mount anywhere on your bike and I have&#8230;this:<\/p>\n\n\n\n<div class=\"wp-block-uagb-image aligncenter uagb-block-d89a14cb wp-block-uagb-image--layout-default wp-block-uagb-image--effect-static wp-block-uagb-image--align-center\"><figure class=\"wp-block-uagb-image__figure\"><img decoding=\"async\" srcset=\"https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_135749_3260-300x300.jpg \" src=\"https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_135749_3260-300x300.jpg\" alt=\"custom push buttons for electronic shifter\" class=\"uag-image-4051\" width=\"300\" height=\"300\" title=\"\" loading=\"lazy\"\/><figcaption class=\"uagb-image-caption\">embarrassed<\/figcaption><\/figure><\/div>\n\n\n\n<p>it\u2019s so ugly. I\u2019ve been very lazy about modeling a button-mount that matches the ergonomics of my brake hoods. It\u2019s two push-buttons soldered to a small protoboard along with a common 3 wire 2.5mm jack inside of a 3d printed case. A male-to-male audio cable carries the signal back to the electronics board and tells our little pro mini what to do.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Mechanical Design<\/h2>\n\n\n\n<p>Finally the mechanical design. This is where I spend most of my time. I have a passion for good, responsive, and parametric 3d cad and this project was no exception. You\u2019ll find the typical skeleton file with all the juice (dimensions, planes, naming conventions) and the parts and assemblies are just drop-ins. And just because I like doing them, exploded view and animation are below the break.<\/p>\n\n\n\n<section class=\"wp-block-uagb-columns uagb-columns__wrap uagb-columns__background-none uagb-columns__stack-mobile uagb-columns__valign-center uagb-columns__gap-10 align uagb-block-11e558f3 uagb-columns__columns-3 uagb-columns__max_width-theme\"><div class=\"uagb-columns__overlay\"><\/div><div class=\"uagb-columns__inner-wrap uagb-columns__columns-3\">\n<div class=\"wp-block-uagb-column uagb-column__wrap uagb-column__background-undefined uagb-block-d8fb5d62\"><div class=\"uagb-column__overlay\"><\/div>\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" width=\"1024\" height=\"768\" src=\"https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_121722_3253-1024x768.jpg\" alt=\"close up photo of mark 2 of an electronic shifter design that a single compression spring to balance the derailleur spring\" class=\"wp-image-4047\" srcset=\"https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_121722_3253-1024x768.jpg 1024w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_121722_3253-300x225.jpg 300w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_121722_3253-768x576.jpg 768w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_121722_3253-1536x1152.jpg 1536w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_121722_3253-2048x1536.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">That&#8217;s more like it<\/figcaption><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-uagb-column uagb-column__wrap uagb-column__background-undefined uagb-block-c27d93e9\"><div class=\"uagb-column__overlay\"><\/div>\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer uag-hide-mob uag-hide-mob\"><\/div>\n\n\n\n<ol type=\"1\">\n<li>Motor Mount<\/li>\n\n\n\n<li>Linear Actuator<\/li>\n\n\n\n<li>Adapters (sic) clip<\/li>\n\n\n\n<li>Potentiometer-to-actuator adapter<\/li>\n\n\n\n<li>Cable-to-actuator adapter<\/li>\n\n\n\n<li>Compression spring<\/li>\n\n\n\n<li>Potentiometer mount<\/li>\n\n\n\n<li>Slide Potentiometer<\/li>\n\n\n\n<li>Assembly mount<\/li>\n\n\n\n<li>Spring guide \/ cable guide<\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-ast-global-color-1-color has-css-opacity has-ast-global-color-1-background-color has-background is-style-dots\"\/>\n\n\n\n<p>Fully assembled on the left. Less assembled on the right.<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer uag-hide-tab uag-hide-mob uag-hide-tab uag-hide-mob\"><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-uagb-column uagb-column__wrap uagb-column__background-undefined uagb-block-74a53961\"><div class=\"uagb-column__overlay\"><\/div>\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" width=\"1024\" height=\"768\" src=\"https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_142038_3261-scaled-e1674419486446-1024x768.jpg\" alt=\"disassembled photo of an electronic shifter\" class=\"wp-image-4053\" srcset=\"https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_142038_3261-scaled-e1674419486446-1024x768.jpg 1024w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_142038_3261-scaled-e1674419486446-300x225.jpg 300w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_142038_3261-scaled-e1674419486446-768x576.jpg 768w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_142038_3261-scaled-e1674419486446-1536x1152.jpg 1536w, https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_142038_3261-scaled-e1674419486446-2048x1536.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">the things we&#8217;ll do for a blog post<\/figcaption><\/figure>\n<\/div>\n<\/div><\/section>\n\n\n\n<p>And that\u2019s it. Pretty straightforward eh?! Not bad for a year&#8217;s worth of design&#8230;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"thefiles\">The Files<\/h2>\n\n\n\n<p>Electronic Shifter CAD below. Available in solidworks and STL. <\/p>\n\n\n\n<div class=\"wp-block-group is-content-justification-center is-nowrap is-layout-flex wp-container-26 wp-block-group-is-layout-flex\"><div class=\"wp-block-group__inner-container\">\n<div class=\"wp-block-buttons animated tada is-content-justification-center is-nowrap is-layout-flex wp-container-25 wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button has-custom-width wp-block-button__width-100 is-style-fill\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/jdewald.com\/fileserver\/public.php\" style=\"border-radius:20px\" target=\"_blank\" rel=\"noreferrer noopener\">DEwald Designs File Server<\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<p>As always, Files are provided free (<a href=\"https:\/\/jdewald.com\/design\/projects\" target=\"_blank\" rel=\"noreferrer noopener\">as-in-beer<\/a>) and without warranty or expectation. If you end up downloading, printing, installing and using it would be nice if you <a href=\"https:\/\/jdewald.com\/design\/contact\">dropped me a note<\/a> to let me know.<\/p>\n\n\n\n<p>Last note here, unlike the bar end shifters, I&#8217;m certain this is patent-able. Archer Components must have had a rock solid patent attorney because their patent covers everything under the sun for electronic shifting. But there&#8217;s always room for improved technology&#8230;.unless you publish your ideas on the internet for all who seek them. <\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img decoding=\"async\" width=\"800\" height=\"600\" src=\"https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/shiftAll_fast_v3.gif\" alt=\"animated exploded gif of an electronic shifter assembly\" class=\"wp-image-4056\"\/><figcaption class=\"wp-element-caption\">that&#8217;s some fine exploding<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Final Thoughts<\/h2>\n\n\n\n<p>You know I\u2019ve jumped to the top of Google for \u201c3d printed bar end shifter\u201d but my weekly downloads never top more than a handful. That was disappointing, I definitely thought more people would be interested in them. With this project, I had more realistic expectations&#8230;in fact I didn\u2019t even bother to manage the SEO (because, eff SEO, seriously). I think very few people actually want an electronic shifter, those that do are willing to pay for one, and the hobbyists among us (dwindling I know) often don\u2019t overlap with the cyclists.<\/p>\n\n\n\n<p>But I love this thing. Seriously, I\u2019m so happy with it. Shifts are precise and smooth and NOISELESS and it met all of my design objectives. Mission accomplished, and not like Dubya-mission-accomplished. Though, admittedly, design work is never done. My wife has even stopped laughing when I tell her I\u2019m finished upgrading the bike. <\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Upgrades<\/h3>\n\n\n\n<p>So here\u2019s a list of some stuff for the future build:<\/p>\n\n\n\n<ul>\n<li>Small indicator buzzer and\/or LED \n<ul>\n<li>low battery<\/li>\n\n\n\n<li>missed shift<\/li>\n\n\n\n<li>end of cassette<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>power button\n<ul>\n<li>I never unplug the battery, because three months of standby is a long time, but<\/li>\n\n\n\n<li>It would be nice and I could easily shut it down to conserve power using this https:\/\/www.pololu.com\/product\/2812<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>A watchdog shutdown\n<ul>\n<li>could also be implemented with that pololu button<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>bluetooth\n<ul>\n<li>running a wire from the shifter to my handlebars ALMOST defeats the purpose doesn\u2019t it? So 2008<\/li>\n\n\n\n<li>This would also give me an opportunity to push instructions via an app, similar to Archer Components. It\u2019d also be fun to do the app dev work<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>A case\n<ul>\n<li>Yeh, I sure didn&#8217;t mention this but guess what: The electronics are just totally exposed and I can\u2019t ride my damn bike in the rain<\/li>\n\n\n\n<li>As a self described touring cyclist, this is a serious mechanical and moral failing<\/li>\n\n\n\n<li>I built a vacuum former to deal with this so an update is just around the corner. So. Many. Other. Projects.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-ast-global-color-1-color has-css-opacity has-ast-global-color-1-background-color has-background is-style-dots\"\/>\n\n\n\n<section class=\"wp-block-uagb-columns uagb-columns__wrap uagb-columns__background-none uagb-columns__stack-mobile uagb-columns__valign-center uagb-columns__gap-10 align uagb-block-2ad134ca uagb-columns__columns-3 uagb-columns__max_width-theme\"><div class=\"uagb-columns__overlay\"><\/div><div class=\"uagb-columns__inner-wrap uagb-columns__columns-3\">\n<div class=\"wp-block-uagb-column uagb-column__wrap uagb-column__background-color uagb-block-78c5dda9\"><div class=\"uagb-column__overlay\"><\/div><\/div>\n\n\n\n<div class=\"wp-block-uagb-column uagb-column__wrap uagb-column__background-none uagb-block-352bf073 owner-box\"><div class=\"uagb-column__overlay\"><\/div>\n<div class=\"wp-block-uagb-team uagb-team__image-position-above uagb-team__align-left uagb-team__stack-tablet uagb-block-4b756b99\"><div class=\"uagb-team__content\"><h3 class=\"uagb-team__title\">Jesse DeWald<\/h3><span class=\"uagb-team__prefix\">Owner<\/span><p class=\"uagb-team__desc\">Mr. DeWald is an engineer, educator, and problem-solver. He studied at The Cooper Union for the Advancement of Science and Art in New York City and has 15 years of industry experience in research and development, large-scale manufacturing, product design, and higher education. Mr. DeWald is currently the owner of DeWald Designs LLC.<\/p><\/div><\/div>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-left is-layout-flex wp-container-27 wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/jdewald.com\/design\/contact\">Contact<\/a><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-uagb-column uagb-column__wrap uagb-column__background-color uagb-block-69e5d21b\"><div class=\"uagb-column__overlay\"><\/div><\/div>\n<\/div><\/section>\n","protected":false},"excerpt":{"rendered":"<p>thousands of shifts and 3 months of standby battery life for my non-destructive electronic shifter. If you love your vintage rig but want to add some precision (or just a bit of fun), keep on reading.<\/p>\n","protected":false},"author":1,"featured_media":4053,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_uag_custom_page_level_css":"","site-sidebar-layout":"no-sidebar","site-content-layout":"default","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","theme-transparent-header-meta":"disabled","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","footnotes":""},"categories":[1],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.14 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Electronic Shifter &mdash; DeWald Designs<\/title>\n<meta name=\"description\" content=\"Process, design, and files for an electronic shifter that is non-destructive, has a long battery life, and is freely shared.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/jdewald.com\/design\/electronic-shifter\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"(A Good) Electronic Shifter\" \/>\n<meta property=\"og:description\" content=\"Process, design, and files for an electronic shifter that is non-destructive, has a long battery life, and is freely shared.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/jdewald.com\/design\/electronic-shifter\/\" \/>\n<meta property=\"og:site_name\" content=\"DeWald Designs\" \/>\n<meta property=\"article:published_time\" content=\"2023-01-22T21:31:29+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-03-29T01:19:52+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_142038_3261-scaled-e1674419486446.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"2560\" \/>\n\t<meta property=\"og:image:height\" content=\"1920\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"JD\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:title\" content=\"(A Good) Electronic Shifter\" \/>\n<meta name=\"twitter:description\" content=\"Process, design, and files for an electronic shifter that is non-destructive, has a long battery life, and is freely shared.\" \/>\n<meta name=\"twitter:image\" content=\"https:\/\/jdewald.com\/design\/wp-content\/uploads\/2023\/01\/20230122_142038_3261-scaled-e1674419486446.jpg\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"JD\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"18 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/jdewald.com\/design\/electronic-shifter\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/jdewald.com\/design\/electronic-shifter\/\"},\"author\":{\"name\":\"JD\",\"@id\":\"https:\/\/jdewald.com\/design\/#\/schema\/person\/8738bc65e949854d6af2599a576ebc7a\"},\"headline\":\"Electronic Shifter\",\"datePublished\":\"2023-01-22T21:31:29+00:00\",\"dateModified\":\"2023-03-29T01:19:52+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/jdewald.com\/design\/electronic-shifter\/\"},\"wordCount\":3695,\"commentCount\":18,\"publisher\":{\"@id\":\"https:\/\/jdewald.com\/design\/#organization\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/jdewald.com\/design\/electronic-shifter\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/jdewald.com\/design\/electronic-shifter\/\",\"url\":\"https:\/\/jdewald.com\/design\/electronic-shifter\/\",\"name\":\"Electronic Shifter &mdash; 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