There are many elements of design that define how well a touring bike will handle, and that add up in the overall equation in determining how well it may ultimately perform in terms of its overall riding qualities. I've already mentioned stability and how it may greatly be increased through design: mounting systems, compression systems and parametric stiffening. Stability is a key factor in defining the handling characteristics of a bike under a touring load. The other key factor is load distribution. The impact that an advanced gear-loading design can have on the handling performance of a touring bicycle is significant. All RBD and ATS panniers have a very unique loading design that allows touring gear to be very precisely distributed within the panniers and on a bike. Gear may be positioned by weight and density within the panniers vertically, laterally (from the rack outward) and in a fore/aft orientation on a bike. The loading and gear- distribution design was developed to optimize the placement of gear on a bicycle to provide much better handling characteristics. It's the second part of a five-step process that has a important impact on the performance of a touring bicycle. (I should note that the critical designs that I'm about to describe, and that ultimately have a very critical role in how well in how touring racks, panniers and bicycles perform, are not found in products sold through bicycle stores and online retailers.)
STEP ONE. LATERAL PLACEMENT OF GEAR- It is wise to load a touring bicycle from the rack(s) outward. The narrower the racks are, the better. And the optimum placement of gear on bikes is also in the narrowest position. To optimize gear placement within the panniers that I build I design the inside compartments (those next to the aluminum stiffening plates or internal frames) of panniers to be as narrow as possible. Front panniers have an inner compartment as narrow as 2 in. deep and rear panniers are as narrow as 3 in. deep from the rack outward. Making the panniers narrow ensures that the heaviest and most dense touring gear can be loaded very close to the racks. Gear that is less dense and lighter will be loaded in pockets and compartments that are further away from the racks. As a gear designer, I can optimize the depth of compartments by designing panniers to be taller from top top bottom (18") and wider from front to back (14"), and I do. Experience has taught me that placing gear as closely to the lateral center-line of a bicycle is an essential part of loading a bicycle well.
The more weight that you carry on a bicycle in each pannier and the rougher riding conditions get, the more critical weight distribution becomes. This is especially true for tandem tourists and riders that spend time touring in rough-riding conditions (on dirt). Panniers designs that allow the placement of heavy gear items to be only an inch or two from a touring rack represent a huge bonus in performance.
On the note of fine details, there is only one item amongst all of my touring gear that I have to be concerned about relative to pannier depth, and that is my cooking pot. Even though it's more than four inches in depth, a pannier compartment three inches deep easily accommodate it. So, in rear panniers, the minimum depth is a standard of three inches. (ATS,RBD PERFORMANCE ADVANTAGE)
STEP TWO: VERTICAL PLACEMENT OF GEAR- Most bicycle tourists have heard that placing gear low on a touring bike is a good idea. And it is. As a bicycle tourist I've seen a lot of emphasis being placed on keeping gear low. The reason that there has been so much emphasis that is placed on low-mount front panniers, and keeping gear low on a touring bike, is very simple. Within the industry of manufacturers and bike stores that produce or sell touring equipment, the only design feature that they have to sell that relates to gear loading and performance, is in a rack or panniers that can be mounted low on a bike. That's it. The products that they make or sell don't have effective mounting systems or compression systems, and their products don't have perimetric support or specialized gear-loading designs, so all of the focus is placed on “low” mounting. Consequently, retailers sell what they have to sell. They focus on the only thing that they can focus upon, and that is keeping gear low.
As a designer working independently of the bicycle industry, I don't focus upon placing gear low nearly as much as other manufacturers. That's because my designs are far more comprehensive. I focus on five very important elements of design, not just a single one. But when it comes to placing gear low, my focus through design, is far more thorough. Since the mid-1970's I've always designed panniers so that they have to be loaded from the bottom upward, and have been especially careful in how I design all pannier pockets and compartments to optimize the vertical placement of gear within panniers. I design each pannier pocket and compartment so that all of the gear that is packed into them has to rest on the very bottom of the panniers. And, of course, I stress putting the heaviest and most dense gear on the very bottom. But there's much more to it still. In all RBD panniers each compartment or pocket is rigidly supported at the bottom and sides by a perimetric stiffener. In addition to this important support, as my RBD panniers may be cinched very tightly with a compression strap near the bottom of the pannier, at its mid-point, and also near the top, the gear in each compartment may be fully controlled by a compression system. So, not only do I ensure through design that gear can be mounted as low as possible inside the panniers, I also ensure that it can be tightly controlled from moving independently of the bicycle.
In the bicycle industry there is a lot of attention given to low-mount front racks. The attention is on where to place gear, but not how, because the panniers promoted and sold within the industry only address where, and in where, only in one direction: low. Very few of the panniers have any kind of compression and none have effective mounting systems. So the suggestion has always been that if gear is packed low that that is all there is to it, and that all potential bicycle handling problems are solved and over. They're not, not by a long shot. The emphasis needs to be on 'how.' How stable is gear when it is mounted low? How far away from the rack and lateral center-line of a bike is gear when it is mounted low? How well is gear located in a fore/aft position on racks and a touring bike when it is placed low? How rigid is the unsupported section of a touring rack below the bicycle hub? Merely placing gear lower on a bike doesn't do much in itself. It actually does very little when not augmented by complimentary designs. (RBD, ATS PERFORMANCE ADVANTAGE)
STEP THREE: FORE/AFT PLACEMENT OF GEAR- Perhaps the easiest way to
describe how important the fore/aft placement of gear is on a bicycle,
at least for a start, is to look at a rear rack and panniers. A rear
rack is connected to the seat stays of a bicycle, usually in two spots.
The first is at the dropouts by means of a set of threaded eyelets
forged into the dropouts to which the rack is attached. The second
location of a rack connection is on the seat stays about 12 or 14 inches
above the lower attachment point. From these two points the rear rack
is screwed in place and is cantilevered backward over the rear wheel of
the bike. In the word 'cantilever' is the word lever. In effect, a
rear rack and loaded panniers are part of a long lever attached to the
seat stays of a touring bicycle. And when a lot of weight is attached
to this lever it has a pronounced impact upon how a bicycle handles
under a load. When you load touring gear in panniers and on a rack
improperly (too far to the rear), the impact of the long lever is
magnified. You'll feel it in frame flex and poor bicycle handling
characteristics. You might describe how it feels as the tail wagging
the dog: weight at the rear of the bicycle negatively influencing
everything in front of it.
In my own experience, through long-distance bicycle touring in a lot of
different conditions, and through extensive experimenting with carrying
gear in rear panniers, I've learned a lot about the impact that this
long lever has on rear panniers and upon the riding qualities of a
touring bicycle. Consequently, when I first started designing panniers I
wanted to counteract this negative influence, and I was successful
through creating a better way of designing panniers. I did so by
vertically bisecting each of the compartments in my panniers.
Originally, in the design of each pannier there was a forward half and a
rear half. And in succeeding years I altered the design to both a
33/67 and 40/60 compartmental design, fore and aft. In loading my
panniers, into the bottom forward-third or half-space, I concentrate on
putting my heaviest, most-dense gear: tools, canned foods and other food
items, liquids (stove fuel or water) and other types of gear that
weighs a bunch but doesn't take up much space. My focus has always been
on keeping heavy items at the correct end (forward) of the lever. So
not only do I load panniers from the rack outward, I also load rear
panniers from front to rear on the bicycle.
When I'm carrying extra water on a bicycle, as in back country touring,
it goes in the forward 1/3rd space in the rear panniers, closest to my
heels, and close to the rack. This has a very positive impact on
carrying heavy loads. It's important, in loading touring gear, to
recognize which gear is heaviest and most dense and to place gear into
the panniers in its optimum positions to create the best bicycle
handling performance. I think that it's easiest to explain how both
fore/aft and lateral optimum loading is executed through showing it in
photos. I'll take a few photos that will illustrate how the system
works. I concentrate on loading panniers systematically starting in the
no. 1 position, and then move to the no.2 position and so on.
On the front end of a bicycle things are different. The fore/aft
compartmental design that I use is instrumental in counteracting frame
shimmy on a touring bike should it ever occur. There is an optimum
fore/aft load-carrying position on any bicycle that includes both front
and rear panniers and the rider on the bicycle. Deviate from this
optimum orientation too far (it doesn't take much) and a touring bicycle
can experience frame shimmy. There are a number of potential sources
of frame shimmy, but most often its improper loading that causes shimmy
(if you ride your bike unloaded and there is no shimmy, and then load it
and it occurs, the chances are good, but not entirely so, that it is
the load causing shimming). Moving gear inside front panniers to the
most desirable fore/aft position is one important instrument in
counteracting shimmy. Cinching it tightly is helpful as well. (ATS,
RBD PERFORMANCE ADVANTAGE)
STEP FOUR: PANNIER PLACEMENT AND LOAD CONTROL- Once panniers are
loaded, everything within them has to be controlled so that the panniers
and gear can't move independently of the bicycle, and they have to be
placed on racks in an optimum position. As I've mentioned, load control
is a function of advanced four-point mounting systems, highly effective
compression systems, parametric stiffeners or supports and other design
features that together keep panniers and gear from moving. Load
control is important, and optimum placement of gear inside panniers is
critical, but there's more to the equation of performance. There is an
optimum placement of panniers on racks as well, and this is accomplished
in RBD and ATS panniers through the design of mounting systems that
allow for fore/aft pannier adjustment on racks, like the RBD Pivotmount
system and RBD Cam-Lock mounting system. RBD and ATS panniers are also
adjusted in terms of fore/aft placement on ATS racks through rack
design. All ATS racks are made in custom fore/aft mounting positions,
with three possible positions for front racks and four in rear racks.
Fine tuning the placement of racks is important in load carrying
performance and also, in rear racks, in providing proper heel clearance
on all bicycles. (RBD, ATS PERFORMANCE ADVANTAGE)
STEP FIVE: RACK DESIGN (FLARE) IN OPTIMAL GEAR LOADING- The design
of touring racks also plays a key role in the optimum placement of
touring loads in several ways. Many ATS racks are designed to be as
narrow as possible. A narrow rack is complimentary to panniers that are
also designed to be as narrow as they can be in keeping touring loads
close to the lateral center-line of a bicycle. The very narrow
platforms (a width of 2.75") of rear ATS Hummingbird racks places gear
right where it needs to be, close to the bicycle's wheel, for a higher
level of performance.
Almost all racks, other than ATS racks, are designed with sides that are
perfectly vertical, which creates a couple of problems. One is that
the top platform of a rack is much wider and heavier than it needs to
be. And the other is that panniers, if they are vertically long,
protrude directly into the quick-release skewers of the hub, or the rear
derailleur of a bicycle, as the bottom of the racks is not properly
flared outwardly. To overcome these problems, ATS racks are designed
with vertical sides sloping at an outward angle, thus their sides are
flared. The flare in the sides of ATS racks is as high as ten degrees,
which allows the use of very long pannier designs that clear both
quick-release skewers and a rear derailleur. Through this design rear
RBD and ATS can be designed to be very long and narrow. (ATS, RBD
PERFORMANCE ADVANTAG