Square Taper Bottom Bracket Interchangeability (original) (raw)
Square Taper Bottom Bracket Interchangeability
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Taper is not the only issue.! Before we get starte on it::
- There were spindles with different offset for single, double and triple cranksets.
- Spindles secured with nuts rather than bolts could not be removed with the crank pullers for older Stronglight or TA cranks.
So, to be sure of a good match, it was necessary to replace a spindle with the same brand and model, or one that was a close match, or have a selection of spindles to try. And then, different spindles would require different bottom bracket cups so the bearing races would fit and the spacing of the cups would be correct. Sutherland's Handbook up through the 6th edition has long tables giving dimensions. We have a page of them on this site too, though it doesn't cover cross-brand compatibility. And now many of the older spindles and cups are no longer made. Phil Wood cartridge bottom brackets will work with almost anything, and are the ticket when replacing older spindles.
But OK, tapers: traditional cotterless cranksets use a tapered square spindle (axle) end. The sides of the end taper at a 2 degree angle compared to the centerline, 4 degrees compared to each other.
Square, tapered end of cotterless crank spindle with fixing bolt and washer
The crank has been cross-sectioned in this photo to show how it is attached to the spindle. The dustcap has been removed to reveal the fixing bolt.
While there is general agreement about the angle, there is no such agreement about the actual width cut off. There are two standards in current use, and there is another used on some parts still seen. The differences can look subtle, until you actually insert a spindle into a crank.
The spindle approaches the bottom of the dustcap hole in this crank. There is a risk of the fixing bolt's bottoming out on the spindle.
This crank is at risk of bottoming out on the end of the tapers.
This combination is safe from bottoming out.
The photos below are of Phil Wood cartridge bottom-bracket spindles, which are the same except for the tapers. Note that the shafts of the spindles, at the left side of the photos, are all the same size. The appearance of the tapers on other spindles may differ.
J.I.S. | J.I.S. is the Japanese Industrial Standard, and is generally used on square taper cranks made in Asia. All of the common black spindles identified with standard numbering use the J. I. S. taper. Many of these have a threaded boss for a nut on each end, rather than being hollow and threaded internally for a bolt. J.I.S. models include: Ritchey S.R. Sakae Ringyo Shimano (except older Dura-Ace) Specialized Sugino (except N.J.S. track models and some older units.) |
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ISO | ISO square taper spindles run longer, and taper down to a smaller end than J.I.S. spindles do. Most European-made square-taper cranks and bottom brackets use the ISO dimensions. ISO models include: Campagnolo Older Stronglight Nervar TA Japanese N.J.S. track parts, such as Sugino 75 (Note: Old Ofmega/Avocet spindles were quite a bit skinnier/longer even than ISO. There are no modern bottom brackets that work with old Ofmega/Avocet cranks.) |
J.I.S. Low Profile | Some older Shimano Dura Ace used a shorter taper than most other cranks. Most modern cranks will bottom out on the spindles from these cranks A practical option to keep J.I.S. low profile cranks in service is a Phil Wood bottom bracket with a J.I.S. Low Profile taper. If your intention is to restore a bicycle to its original appearance as a collector's item, then you will have to find an older spindle. The Internet is your friend in this endeavor. |
Taper lengths can be compared and measured using an open-end wrench -- see the explanation on another page.
ISO/J.I.S. Interchangeability
If you install an ISO crank on a J.I.S. spindle, it will sit about 4.5 mm farther out than it would on an ISO spindle of the same length.
ISO crank on J.I.S. spindle -- small square-taper hole in crank places it farther outboard on the spindle.
Conversely, if you install a J.I.S. crank on an ISO spindle, it will wind up about 4.5 mm farther in than it would on a J.I.S spindle of the same length.
Theoretically, ISO cranks should only be used on ISO spindles, and J.I.S. cranks only on J.I.S. spindles.
In practice, you can very often get away with mixing these sizes, as long as you select a spindle length that gives the desired chainline.
Taper matching was fairly important back in the day of loose-ball cup-and-cone bottom brackets, because these required regular maintenance/overhauls, and this required removal of the cranks. Every time you remove and re-install a square-taper crank, the hole in the crank is liable to get very slightly larger.
This was particularly an issue when using J.I.S. cranks on ISO spindles, because over time, as the crank went on farther and farther, you could run out of taper, and the square end of the spindle would become flush with the surface the crank fixing bolt/washer pushed against. At that point, further tightening of the bolt won't make the crank any tighter, since the bolt is bumping onto the end of the spindle.
Tolerances on older spindles may not be closely held, and dimensions may vary enough even with the same model number to affect crank/spindle compatibility.
If the end of a bolt-type (hollow, internally-threaded) spindle is too small, it may be ground down, as long as the spindle does not bottom out on the back of the crank and the spindle's internal threads are long enough to hold the bolt.
I (Sheldon) generally avoid mixing sizes on customers' bikes, but I have a lot of experience mixing ISO/J.I.S. in both directions on my own personal bikes, and it has never given me a lick of trouble.
These days, however, most folks are using sealed cartridge bearing bottom brackets. With these, installation is quick and clean. No routine maintenance is required, so typically the crank will be installed once, and will stay in place unless/until the bottom bracket needs to be replaced. This greatly reduces problems of wear to the interface. Phil Wood cartridge bottom brackets are the ticket when replacing older spindles because, uniquely:
- they are available in all three tapers, different offsets and several lengths,
- their right-left position is adjustable,
- mounting rings are available for all common threadings.
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