Maintain, diagnose and rectify complex cycle gear systems

URN: IMICY09
Business Sectors (Suites): Maintenance and Repair - Cycle
Developed by: IMI
Approved on: 30 Mar 2022

Overview

This standard is about maintaining and repairing complex cycle gear systems. It is also about diagnosing and rectifying faults and performing custom system set ups and carrying out a quality check on the completed work before returning the cycle to the customer.   

In this standard the term ‘cycle’ includes pedal-propelled vehicles with two, three or four wheels. It may also include pedal-assisted e-bikes:
• Road legal up to 15.5 mph with a motor with an output of up to 250w
• E-cycles used for other purposes


Performance criteria

You must be able to:

P1 use suitable personal protective equipment throughout all cycle complex gear system maintenance and repair activities
P2 ensure the cycle and the work area is safe prior to work commencing
P3 support your maintenance and repair activities by reviewing:

P3.1 cycle technical data

P3.2 maintenance and repair procedures
P3.3 legal requirements 
P4 identify components relevant to cycle complex gear systems
P5 prepare, check and use all the tools and equipment required following manufacturer’s instructions
P6 carry out all cycle complex gear system maintenance, diagnosis and rectification activities following: 

P6.1 manufacturer’s instructions
P6.2 industry recognised methods
P6.3 your workplace procedures
P6.4 health, safety and environmental requirements
P7 work in a way which minimises the risk of:

P7.1 damage to the cycle, its systems and components
P7.2 damage to your working environment
P7.3 injury to self and others
P8 use suitable testing methods to accurately evaluate the performance of the reassembled system 
P9 ensure the reassembled system performs to the cycle operating specification and meets any legal requirements prior to return to the customer  
P10 promptly report any problems or issues relating to the cycle’s condition or conformity  to the relevant person(s) 
P11 ensure your records are accurate, complete and promptly passed to the relevant person(s) in the format required
P12 complete all complex cycle gear system maintenance and repair activities within the agreed timescale
P13 promptly report any anticipated delays in completion to the relevant persons(s)


Knowledge and Understanding

You need to know and understand:

Legislative and organisational requirements and procedures
K1 the legal requirements relating to the cycle (including road safety requirements) 
K2 the health and safety legislation, environmental requirements and workplace procedures relevant to cycle complex gear system maintenance, diagnosis and rectification activities and personal and cycle protection
K3 your workplace procedures for:

K3.1 recording maintenance and repair information
K3.2 the referral of problems
K3.3 reporting delays to the completion of work
K4 how to work safely avoiding damage to other cycle systems, components and units and injury to self and others
K5 the importance of documenting cycle complex gear system maintenance and repair information
K6 the importance of working to agreed timescales and keeping others informed of progress
K7 the relationship between time and cost
K8 the importance of promptly reporting anticipated delays to the relevant person(s)

Use of technical information
K9 how to find, interpret and use sources of current technical information applicable to cycle complex gear system maintenance, diagnosis and rectification
K10 the importance of using the appropriate sources of technical information

Tools and equipment
K11 how to select, prepare, check and use all the maintenance, diagnosis and rectification tools and equipment required

Cycle internal hub system maintenance and repair
K12 what is meant by a cycle internal hub system
K13 the basic principles of epicyclic gearing
K14 how to identify the components in a cycle internal hub system
K15 the purpose and operation of each component of a cycle internal hub system

K16 the advantages and disadvantages of an internal hub system compared to a derailleur system
K17 how to check a cycle internal hub system for correct operation
K18 how to clean and adjust a cycle internal hub system
K19 how to remove and strip an internal hub and check it for serviceability
K20 how to identify and rectify faults presented on a cycle internal hub system *
K21 how to refit or replace cycle *internal hub system components
K22 how to lubricate and adjust internal hub system components

Electrical and electronic principles
K23 electrical and electronic principles, including Ohms Law, voltage, power, current (AC/DC) resistance, magnetism, electromagnetism, electromagnetic induction, EMC, digital and fibre optics principles
K24 types of circuit protection and why they are necessary
K25 how electrical and electronic systems operate, including electrical component function, electrical inputs, outputs, voltages, oscilloscope patterns and digital principles
K26 the interaction between electrical, electronic and mechanical components within electronic gear change systems
K27 electrical symbols, units and terms
K28 electrical safety procedures
K29 the hazards associated with working on or near high voltage electrical systems and components

Electronic gear change system diagnosis and rectification
K30 the main components of a cycle electronic gear change system
K31 the advantages and disadvantages of a cycle electronic gear change system compared with a conventional cable operated system
K32 the compatibility issues associated with electronic gear change systems
K33 the process for correctly diagnosing faults on a cycle electronic gear change system
K34 the process for correctly calibrating the cycle electronic gear change system following the diagnostic or rectification activity
K35 the procedure for checking the battery charge state on a cycle electronic gear change system
K36 the correct procedure for inspecting the operation and condition of a cycle electronic gear change system

Quality check
K37 the quality check process and how to report any faults highlighted during the quality check
K38 how to assess the condition of complex cycle gear systems following maintenance, diagnosis and rectification activity, ensuring the cycle is returned to the customer in a roadworthy condition prior to returning the cycle to the customer.


Scope/range

1. Tools and equipment include:

1.1 hand tools
1.2 electrical tools
1.3 diagnostic equipment
1.4 measuring equipment
1.5 bench mounted equipment
1.6 cleaning and degreasing equipment
1.7 lubricants

2. Internal hub system components are:

2.1 planet wheel
2.2 sun wheel
2.3 hub shell
2.4 planet wheel carrier
2.5 annular gear
2.6 sprocket
2.7 free wheel device
2.8 control mechanism

3. E*lectronic gear change components* are:

3.1 batteries
3.2 wiring loom
3.3 electronic shifter
3.4 electronic derailleur

4. Adjustments include:

4.1 system calibration
4.2 custom system set up


Scope Performance


Scope Knowledge


Values


Behaviours


Skills


Glossary

This section contains examples and explanations of some of the terms used but does not form part of the standard.

*
Agreed timescales
Examples include industry recommended work times, job times set by your company or a job time agreed with a specific customer

Condition
Includes cleanliness, security of all component parts and calibration of electronic gear change system

Conformity
Examples include conformity to approvals and specifications, UK and European legal requirements where applicable

Cycles*
In this standard the term ‘cycle’ includes pedal-propelled vehicles with two, three or four wheels on which the rider sits. It may also include pedal-assisted e-bikes:
• Road legal up to 15.5 mph with a motor with an output of up to 250w
• E-cycles used for other purposes 


Links To Other NOS


External Links


Version Number

1

Indicative Review Date

30 Mar 2025

Validity

Current

Status

Original

Originating Organisation

IMI

Original URN

CY09

Relevant Occupations

Advanced Cycle Technician

SOC Code

5223

Keywords

Cycle; electronic; gears; calibrate; internal hub; gears; planet wheel; sun wheel; hub shell; annular gear; sprocket; free wheel device