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Shimano 12 speed - issues upshifting with clutch ON

20K views 37 replies 18 participants last post by  EJ_92606  
#1 ·
I ride an SLX 12 spd groupset. I've noticed that when upshifting from the biggest cog, it will take several clicks to actually shift (sometimes 3-4). If I give the rear end of the bike some bounce, it will also respond and shift. This is most often on the first climb of the ride, which is a smooth, 1 mile climb.

The bike has a new chain, new shifter cable, and indexes perfectly in the stand.

I tried riding today with clutch off, and the problems went away.

Is this a clutch service issue or something else that I am missing? Has anyone else had this happen before and how did it get fixed?
 
#6 ·
I can't speak to 12 speed but on my 11s shimano I had a very similar issue. This was after going from an 11-46 to 11-42. A small adjustment of the b screw to bring the derailleur closer to the cassette made the shifting work flawlessly with the clutch on. As a bonus it also quieted down the chain slap a bit. Definitely worth tinkering around with if you haven't yet.
 
#9 ·
I too had sluggish shifting from the biggest cogs to smaller cogs with my 1x12 drivetrain (SLX shifter and rear derailleur, deore 10-51 cassette. Like other have mentioned, b-tension is critical with this setup. I found that adjusting the b-tension per Shimano's guidelines (longest tooth on the biggest cog even with the line etched on the derailleur) left the upper jockey wheel much too far away from the cassette for crisp shifting.

I now adjust the b-tension using Kyle Warner's setup guide (see link). In a nutshell, I first remove the droop from the chain when it is in the biggest gear (smallest cog) by tightening the b-tension bolt progressively. I then give it just a little more tightness to make sure the chain doesn't bounce excessively in the smallest cogs. Lastly, I check to make sure there is adequate clearance between the chain/upper jockey wheel and largest cassette cog teeth. This results in the cassette teeth a fair bit lower than the line etched on the derailleur...and much better shifting.

 
#11 ·
I too had sluggish shifting from the biggest cogs to smaller cogs with my 1x12 drivetrain (SLX shifter and rear derailleur, deore 10-51 cassette. Like other have mentioned, b-tension is critical with this setup. I found that adjusting the b-tension per Shimano's guidelines (longest tooth on the biggest cog even with the line etched on the derailleur) left the upper jockey wheel much too far away from the cassette for crisp shifting.

I now adjust the b-tension using Kyle Warner's setup guide (see link). In a nutshell, I first remove the droop from the chain when it is in the biggest gear (smallest cog) by tightening the b-tension bolt progressively. I then give it just a little more tightness to make sure the chain doesn't bounce excessively in the smallest cogs. Lastly, I check to make sure there is adequate clearance between the chain/upper jockey wheel and largest cassette cog teeth. This results in the cassette teeth a fair bit lower than the line etched on the derailleur...and much better shifting.

I’ll check this out, thanks

Sounds like you need to service the clutch. How is the movement of the cage when you press it with your hand? It should be smooth and not jerky with the clutch on. There are a lot of videos how to do it, just make sure that you don't lubricate the roller bearings inside the clutch, they should be dry. Take a picture and be careful to assemble it correctly.
If/when the b tension doesn't fix this will be next!
 
#10 ·
Sounds like you need to service the clutch. How is the movement of the cage when you press it with your hand? It should be smooth and not jerky with the clutch on. There are a lot of videos how to do it, just make sure that you don't lubricate the roller bearings inside the clutch, they should be dry. Take a picture and be careful to assemble it correctly.
 
#12 ·
I had this happen with my bike, also with an SLX transmission.

It was a misaligned derailleur hanger. Bent it the correct way, and the issue went away.

The problem had nothing to do with the clutch. If the hanger is only slightly out of alignment, the clutch just makes it a bit harder to shift because of the added tension, and that is enough to cause the issue.
 
#26 ·
^^ Bingo!

I found Shimano clutch is over-tensioned from the factory. My SLX and two XT clutches were on the stiffer side and it was also not very smooth to rotate the cage with the clutch engaged. I backed off the tension screw a 1/2 turn and tried it on the street and it was shifting night and day better. One of them I had to back off the tension around 3/4 turn and now they all shift smoothly with the clutch engaged. I believe the clutch tension (NOT to be confused with the clutch's tension screw) is supposed to be set around 3-4Nm. You can also add a dab of grease to clutch at the pinch spring (NOT the inner part of the clutch) so that the cage operates smoothly with the clutch engaged.
 
#17 ·
Check if you derailleur moves at all when you downshift from the biggest cog.

If it jams in one position, when there are several possibilities:

1. Old and rusty cable and housing. The derailleur spring is too soft to overcome high friction and pull the cable back from the shifter. Replace the cable and the housing.

2. Dry parallelogram pivots (my case was that). If you ride in very wet conditions or spray your bike with soap or degreaser, the grease from the pivots washes away and the derailleur becomes sticky. The upshifting is ok, because you pull it by the shifter, but downshifting suffers from the friction. Drop some chain lube in the pivots and move the derailleur by hand to distribute it. Strangely, but somehow the clutch affects it. My derailleur was more eager to jam with the clutch on. If it is the case, also clean and regrease the cage axle.

3. Rusty or worn out clutch. Normally, it should not affect downshifting, but in the worst case it can. Try cleaning and greasing it. If it does not help, replace it. Shimano part no. is Y3GF98040.

Here is a good disassembly guide: NSMB.com - Shimano Derailleur Clutch Service
 
#24 ·
In between dad duty, I've done some moderate testing on this - it seems to be option 2 here. The derailleur moves fine and smoothly with clutch on when I push on it, so it didn't seem to be the clutch. But adjusting the B-Tension was so tight that I started to lube the pivots. This immediately changed the shifting performance with the clutch on, specifically from the largest cog to the next 2-3.

I'm not ruling out another variable, and will continue testing but this one simple tweak immediately got things back to like new. Great suggestion!
 
#21 ·
Oh... check another thing: make sure that the cable is clean and slides well in the housing. I once had a problem where the derailleur would upshift really slowly while on the bigger cogs. I finally discovered that a portion of the cable didn't slide properly although it was apparently clean.

I sprayed a bit of silicone oil on it, cleaned with a rag, and it kept working as usual.
 
#35 ·
Bike Radar also tested the Shimano Deore M6100 groupset and they too concluded that setting up the b-tension according to Shimano's recommendation netted less than optimal results (see the Installation and Setup section of this article). They also list further ways to improve shifting further down in the article.

As for b-tension affecting chain retention, I did not see a correlation. I adjust the low gear limit screw by putting the chain on the lowest gear (biggest cog) and tighten the limit screw a half turn at a time until it starts making noise. I then loosen the limit screw a quarter turn at a time until the noise stops. Park Tool recommends setting the low gear limit screw this way and says this gives the most protection against chain drop into the spokes. Using this technique results in the upper pulley not directly under the lowest cog but just a tiny bit further towards the next cog.
 
#37 ·
Bike Radar also tested the Shimano Deore M6100 groupset and they too concluded that setting up the b-tension according to Shimano's recommendation netted less than optimal results (see the Installation and Setup section of this article). They also list further ways to improve shifting further down in the article.

As for b-tension affecting chain retention, I did not see a correlation. I adjust the low gear limit screw by putting the chain on the lowest gear (biggest cog) and tighten the limit screw a half turn at a time until it starts making noise. I then loosen the limit screw a quarter turn at a time until the noise stops. Park Tool recommends setting the low gear limit screw this way and says this gives the most protection against chain drop into the spokes. Using this technique results in the upper pulley not directly under the lowest cog but just a tiny bit further towards the next cog.
Thanks for this - I did a race last weekend so kept it on Shimano's recs (after re-setting low limit screw). No chain drops and pretty solid shifting throughout. I will try out this way vs. Shimano's recs as well.