Countersteering

Countersteering is used by single-track vehicle operators, such as cyclists and motorcyclists, to initiate a turn toward a given direction by momentarily steering counter to the desired direction ("steer left to turn right"). To negotiate a turn successfully, the combined center of mass of the rider and the single-track vehicle must first be leaned in the direction of the turn, and steering briefly in the opposite direction causes that lean.[1] The rider's action of countersteering is sometimes referred to as "giving a steering command".[2][3]

The scientific literature does not provide a clear and comprehensive definition of countersteering. In fact, "a proper distinction between steer torque and steer angle ... is not always made."[4]

A hypothetical curve on dry asphalt

How it works

Image montage showing different stages of countersteering. Here, a scooter is countersteered to turn left.

When countersteering to turn left, the following is performed:[5][6]

While this appears to be a complex sequence of motions, it is performed by every child who rides a bicycle. The entire sequence goes largely unnoticed by most riders, which is why some assert that they do not do it.[6]

It is also important to distinguish the steering torque necessary to initiate the lean required for a given turn from the sustained steering torque and steering angle necessary to maintain a constant radius and lean angle until it is time to exit the turn.

Need to lean to turn

A bike can negotiate a curve only when the combined center of mass of bike and rider leans toward the inside of the turn at an angle appropriate for the velocity and the radius of the turn:

where is the forward speed, is the radius of the turn and is the acceleration of gravity.[8]

Higher speeds and tighter turns require greater lean angles. If the mass is not first leaned into the turn, the inertia of the rider and bike will cause them to continue in a straight line as the tires track out from under them along the curve. The transition of riding in a straight line to negotiating a turn is a process of leaning the bike into the turn, and the most practical way to cause that lean (of the combined center of mass of bike and rider) is to move the support points in the opposite direction first.[9]

Stable lean

Graphs showing the lean and steer angle response of an otherwise uncontrolled simplified model of a typical bike, traveling at a forward speed in its stable range (in this case 6 m/s), to a positive steer torque (to the right) that begins as an impulse and then remains constant. It causes an initial steer angle to the right, a lean to the left, and eventually a steady-state lean to the left, steer angle to the left, and thus a turn to the left.

As the desired angle is approached, the front wheel must usually be steered into the turn to maintain that angle or the bike will continue to lean with gravity, increasing in rate, until the side contacts the ground. This process often requires little or no physical effort, because the geometry of the steering system of most bikes is designed in such a way that the front wheel has a strong tendency to steer in the direction of a lean.

The actual torque the rider must apply to the handlebars to maintain a steady-state turn is a complex function of bike geometry, mass distribution, rider position, tire properties, turn radius, and forward speed. At low speeds, the steering torque necessary from the rider is usually negative, that is opposite the direction of the turn, even when the steering angle is in the direction of the turn. At higher speeds, the direction of the necessary input torque often becomes positive, that is in the same direction as the turn.[7][10]

At low speeds

At low speeds countersteering is equally necessary, but the countersteering is then so subtle that it is hidden by the continuous corrections that are made in balancing the bike, often falling below a just noticeable difference or threshold of perception of the rider. Countersteering at low speed may be further concealed by the ensuing much larger steering angle possible in the direction of the turn.

Gyroscopic effects

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.[10]

For a sample motorcycle moving at 22 m/s (50 mph) that has a front wheel with a moment of inertia of 0.6 kgm2, turning the front wheel one degree in half a second generates a roll moment of 3.5 Nm. 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 Nm.[10]

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.[10]

Bicycles

For bicyclists, countersteering can be very useful, even potentially lifesaving, in emergency maneuvers. It is taught as the instant turn (a term coined by John Forester) in traffic cycling courses offered through the League of American Bicyclists and as the snap turn in CyclingSavvy courses offered through the American Bicycling Education Association.

League certified instructors and CyclingSavvy instructors teach students to be prepared to make a sudden sharp turn to avoid, for example, being hit by a motorist who just overtook them and then turned across their path, cutting the cyclist off. The instant turn is initiated by quickly jerking the bars to the left (the countersteer), which initiates the necessary lean to the right, and then turning sharply into the required turn to the right.[11] Racing cyclists and cyclists performing fast hill descents may also use countersteering in order to initiate and manage the fast, precise turns necessary.

When countersteering, the front wheel first moves out a little in the opposite direction of the turn.

As is well known in bicycle racing, the countersteering becomes evident when there is an obstacle preventing the wheel from countersteering (e.g., when closely overlapping wheels or riding very close to a curb). In these situations, the way to initiate a turn with the handlebars away from the obstacle is to countersteer towards obstacle to avoid crashing into it.[9] Lack of understanding of this principle leads to accidents in novice bicycle races.

Motorcycles

Even more so than on a bicycle, deliberately countersteering is essential for safe motorcycle riding, and as a result is a part of the safe riding courses run by the Motorcycle Safety Foundation and the Canada Safety Council. Deliberately countersteering a motorcycle is a much more efficient way to steer than to just lean.[3] At higher speeds the self-balancing property of the bike gets stronger, and more force must be applied to the handlebars.[12]

Training

Much of the art of motorcycle cornering is learning how to effectively push the grips into corners and how to maintain proper lean angles through the turn. When the need for a quick swerve to one side suddenly arises in an emergency, it is essential to know, through prior practice, that countersteering is the most efficient way to change the motorcycle's course.[12] Many accidents result when otherwise experienced riders who have never carefully developed this skill encounter an unexpected obstacle.

To encourage an understanding of the phenomena around countersteering, the phrase positive steering is sometimes used.[13][14] Other phrases are "PRESS – To turn, the motorcycle must lean", "To lean the motorcycle, press on the handgrip in the direction of the turn" or "Press left – lean left – go left".[15]

The Motorcycle Safety Foundation teaches countersteering to all students in all of its schools, as do all motorcycle racing schools. Countersteering is included in United States state motorcycle operator manuals and tests, such as Washington,[16] New Jersey,[17] California,[18] and Missouri.[19]

Safety

According to the Hurt Report, most motorcycle riders in the United States would over-brake and skid the rear wheel and under-brake the front when trying hard to avoid a collision. The ability to countersteer and swerve was essentially absent with many motorcycle operators.[20] The often small amount of initial countersteering input required to get the bike to lean, which may be as little as 0.125 seconds, keeps many riders unaware of the concept.[21]

Multi-track vehicles

Sidecar on Vespa scooter
Tripendo recumbent tricycle, a tilting three-wheeler

Three wheeled motorcycles without the ability to lean have no need to be countersteered, and an initial steer torque in one direction does not automatically result in a turn in the other direction. This includes sidecar rigs where the car is rigidly mounted on the bike. The three wheeled BRP Can-Am Spyder Roadster uses two front wheels which do not lean, and so it steers like a car.[22]

Some sidecar rigs allow the motorcycle to lean independent of the sidecar, and in some rigs, the sidecar even leans in parallel with the bike. Rigs like these are countersteered the same way as a solo motorcycle.[23] The three wheel Piaggio MP3 uses mechanical linkages to lean the two front wheels in parallel with the rear frame, and so that it is countersteered in the same manner as a two-wheeled motorcycle.[22]

Free-leaning multi-track vehicles must be balanced by countersteering before turning. Multi-track leaning vehicles that are forced-tilted, such as the Carver, are tilted without countersteering the control and are not balanced by the operator. Later versions of the Carver introduced automatic countersteer to increase tilt speed and reduce the force required to tilt the vehicle. Other forced-tilted vehicles may incorporate automatic countersteering.[24] A prototype tilting multi-track free leaning vehicle was developed in 1984 that employs automatic countersteering and does not require any balancing skills.[25]

Countersteering by weight shifting

With a sufficiently light bike (especially a bicycle), the rider can initiate a lean and turn without using the handlebars by shifting body weight, called counter lean by some authors.[8][26][27][28] Documented physical experimentation shows that on heavy bikes (many motorcycles) shifting body weight is less effective at initiating leans.[29]

The following is done when countersteering using weight shifting to turn left:

The amount of leftward steering necessary to balance the leftward lean appropriate for the forward speed and radius of the turn is controlled by the torque generated by the rider, again either at the seat or in the torso.

To straighten back out of the turn, the rider simply reverses the procedure for entering it: cause the bike to lean farther to the left; this causes it to steer farther to the left, which moves the wheel contact patches farther to the left, eventually reducing the leftward lean and exiting the turn.

A National Highway Traffic Safety Administration study showed that rider lean has a larger influence on a lighter motorcycle than a heavier one,[31] which helps explain why no-hands steering is less effective on heavy motorcycles. Leaning the torso with respect to the bike does not cause the bike to lean far enough to generate anything but the shallowest turns. No-hands riders may be able to keep a heavy bike centered in a lane and negotiate shallow highway turns, but not much else.

Complex maneuvers are not possible using weightshifting alone because even for a light machine there is insufficient control authority.[26] Although on a sufficiently light bike (especially a bicycle), the rider can initiate a lean and turn by shifting body weight,[8] there is no evidence that complex maneuvers can be performed by bodyweight alone.[29]

Other uses

Motorcycle speedway racing

The term countersteering is also used by some authors to refer to the need on bikes to steer in the opposite direction of the turn (negative steering angle) to maintain control in response to significant rear wheel slippage.[10] Motorcycle speedway racing takes place on an oval track with a loose surface of dirt, cinders or shale. Riders slide their machines sideways, powersliding or broadsiding into the turns, using an extreme form of this type of countersteering that is maintained throughout the turn.

The term is also used in the discussion of the automobile driving technique called drifting.

The Wright Brothers

Wilbur Wright explained countersteering this way:

I have asked dozens of bicycle riders how they turn to the left. I have never found a single person who stated all the facts correctly when first asked. They almost invariably said that to turn to the left, they turned the handlebar to the left and as a result made a turn to the left. But on further questioning them, some would agree that they first turned the handlebar a little to the right, and then as the machine inclined to the left, they turned the handlebar to the left and as a result made the circle, inclining inward.[32][33]

See also

Notes

  1. ↑ Sheldon Brown. "Countersteering". Retrieved 2012-11-09. "Countersteering" refers to the momentary motion of the handlebars in the opposite direction of the desired turn.
  2. ↑ "Curriculum for driving licenses A1, A2 and A"/"Læreplan Førerkortklasse A1, A2 and A" (PDF). Norwegian Public Roads Administration. 2013. p. 55.
  3. 1 2 Leif Klyve; Henry Enoksen; Gunnar Kubberød. Full Kontroll (PDF). Norwegian Motorcycle Union. p. 15. ISBN 82-92276-00-9.
  4. ↑ Sharp, R. S. (2008). "On the stability and control of the bicycle". Applied Mechanics Reviews. 61 (6): 1–24. Bibcode:2008ApMRv..61f0803S. doi:10.1115/1.2983014. A positive right-hand torque leads to negative steer and roll angles, corresponding to a left turn. This behavior is often called countersteering, and it appears that it was known in the very early days of cycling, although a proper distinction between steer torque and steer angle forcing is not always made.
  5. ↑ Jones, David (1970). "The Stability of the Bicycle" (PDF). Retrieved 31 March 2009.
  6. 1 2 "More on countersteering", Cycle World: 71, October 1985, [A] motorcycle has to lean to turn, and countersteering to the left steers the front wheel out from under the motorcycle, causing the motorcycle to lean to the right. So the basic sequence for the right turn is this: turn the bars to the left to start the turn, and then let them swing back to the right as you settle into a steady cornering attitude. Many (if not most) motorcyclists are not consciously aware of this sequence, and find it slightly incredible... [but] it is the only way to make a motorcycle turn quickly.
  7. 1 2 V. Cossalter p. 1343-1356: "Correlations with the subjective opinions of expert test riders have shown that a low torque effort should be applied to the handlebar in order to have a good feeling, and preferably in a sense opposite to the turning direction."
  8. 1 2 3 4 Fajans, Joel (July 2000). "Steering in bicycles and motorcycles" (PDF). American Journal of Physics. 68 (7): 654–659. Bibcode:2000AmJPh..68..654F. doi:10.1119/1.19504. Retrieved 4 August 2006.
  9. 1 2 Wilson, David Gordon; Jim Papadopoulos (2004). Bicycling Science (Third ed.). The MIT Press. pp. 270–272. ISBN 0-262-73154-1.
  10. 1 2 3 4 5 V. Cossalter p. 241-342
  11. ↑ Forester, John (1993). Effective Cycling (Sixth ed.). The MIT Press. pp. 204–205. ISBN 0-262-56070-4.
  12. 1 2 Leif Klyve p. 16
  13. ↑ Jon Taylor & Stefan Bartlett (2009). How to be a Better Rider. Institute of Advanced Motorists. ISBN 978-0-9562239-1-3.
  14. ↑ "Novice Motorcycle Riders to Learn Positive Steering". Biker 24/7 News. 29 June 2009. Retrieved 31 December 2009.
  15. ↑ "Motorcycle Operator Manual" (PDF). Motorcycle Safety Foundation (MSF-USA).
  16. ↑ "Department of Licensing Motorcycle Operator Manual" (PDF). Washington State Department of Licensing.
  17. ↑ "Motorcycle Manual" (PDF). New Jersey Motor Vehicle Commission.
  18. ↑ "California Motorcycle Operators Handbook" (PDF). California DMV.
  19. ↑ "DOR-2332 (3-2008) Motorcycle Operator" (PDF). Missouri Department of Revenue.
  20. ↑ Dr. Hugh H. Hurt, PhD. (January 1981). "Motorcycle Accident Cause Factors and Identification of Countermeasures, Volume 1: Technical Report, Hurt, H.H., Ouellet, J.V. and Thom, D.R., Traffic Safety Center, University of Southern California, Los Angeles, California 90007, Contract No. DOT HS-5-01160" (PDF). U.S. Department of Transportation, NHTSA.
  21. ↑ National Public Services Research Institute, "Photographic Analysis of Motorcycle Operator Control Responses", 1976
  22. 1 2 The Editors of Motorcyclist Magazine; Stein, John L. (2011). The Complete Idiot's Guide to Motorcycles (5 ed.). Penguin. p. 339. ISBN 1-61564-070-3. Retrieved 15 January 2011.
  23. ↑ H. A. Kendall (2003). Sidecar Operator Manual (PDF). p. 98.
  24. ↑ Poelgeest, A; Edge, K. A.; Darling, J. Development of a Steer Tilt Controller for a Three Wheeled Tilting Vehicle.
  25. ↑ Mike McCarthy (January 1987). "Bankable future for leaning car". Wheels Magazine. pp. 12–13. Retrieved 2014-11-18.
  26. 1 2 Evangelou, S, 2004 "The Control and Stability Analysis of Two-Wheeled Road Vehicles", PhD Thesis, Imperial College London
  27. ↑ Cocco, Gaetano (2004). Motorcycle Design and Technology. Motorbooks. p. 25. ISBN 978-0-7603-1990-1.
  28. ↑ Foale, Tony (2006). Motorcycle Handling and Chassis Design, the Art and Science (2nd ed.). Tony Foale Designs. pp. 4–7. ISBN 978-84-933286-3-4.
  29. 1 2 Gromer, Cliff (1 February 2001). "STEER GEAR So how do you actually turn a motorcycle?". Popular Mechanics. Retrieved 7 August 2006. Archived 26 January 2010 at the Wayback Machine.
  30. ↑ Brandt, Jobst (16 September 1997). "What keeps the bicycle upright?". sheldonbrown.com. Retrieved 17 October 2007.
  31. ↑ Anil V. Khadilkar, R. Nichols, R. Schwarz (1977), "Analytical results: influence of rider lean angle", Motorcycle Safety Improvement, Volume 2, United States Department of Transportation, National Highway Traffic Safety Administration, pp. 4–24
  32. ↑ Crouch, Tom D. (1989). The Bishop's Boys. New York: W. W. Norton. p. 170. ISBN 0-393-30695-X.
  33. ↑ Kelly, Fred C. (1989). The Wright Brothers. Courier Dover Publications. pp. 297–299. ISBN 978-0-486-26056-3.

References

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