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The Prospectory

Behavioural & Technology I nsights

Fresh from the Pan

e-Bike Theory

Peter Williams, The Prospectory, October 2009

INTRODUCTION

We have just finished a 6 month trial of two electrically assisted pedal bikes in the Brecon Beacons National

Park. Hundreds of people tried the bikes, and we surveyed about 60 of them. Electric bikes appear to work as

a routine transport for many people on round trips of up to 20 miles. You need to be active, but you do not

need to be fit. These findings are reported in detail in the trial report.

This note provides technical background to the final report. It covers the basic principles of electrically

assisted pedal bikes, how and why they work the way they do.

PEDAL POWER

Bicycles are extremely efficient certainly more so than walking, and faster. They are more efficient even

when you take into account that the cyclist is also moving the bike.

How do we measure the effort required to pedal a bike? The smart answer is in Watts. Watts are the

international units of power or ability to do work. Physicists and electricians speak in Watts, but older people

in the UK and US tend to measure mechanical power in horsepower (HP). They think of Watts only when

talking about electrical power, and find it hard comparing a 40 Watt light bulb to a 40 Watt central heating

pump, let alone the 40 Watts of mechanical power it takes to pedal a bike at 7 to 10 mph on a flat road in still

air. Nevertheless, these are all measures of the capacity to do work, and the 40 Watt electric motor in a

central heating pump would indeed be able to power a bike (though only on the flat, and youd take a while to

get going).

To propel a bike at 13 mph (still on the flat, and still with no wind) takes about 80 watts and to do so for 12

hours would need 1000 (thats 80 times 12) Watt-hours of work generally written as 1 kWh, or one

kilowatt hour. Electricity and gas bills are expressed in kilowatt hours, and 1 kWh of electricity currently costs

about 12p in 2009, so its not a great rate of pay for a cyclist.

We express the power of cars in horsepower (bhp - or PS in parts of Europe), but the European standard

measure is also the kilowatt or kW. My cars engine, for example, develops 96kW enough to propel over a

thousand bikes at 13 mph on the flat, and nearly 3 times the power produced by the Talybont-on-Usk turbine

at maximum output. Fortunately, my car doesnt need all of its 96 kW to do 13 mph on the flat, but it is

sobering to think that when accelerating very hard it is working hard enough to boil 32 electric kettles.

My cars diesel tank holds about 60 litres of fuel, enough to travel over 600 miles. Since the engine does about

10kWh of work for every litre of diesel it burns, a full tank is enough for 600kWh of work. Bought from an

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electricity board, that would cost 72 which is actually a little bit more than the local supermarket charges

me for diesel. A kWh can move a bike well over 150 miles, but my car only about 10 miles, albeit much faster.

The bottom line is that a push bike is so efficient that a fairly small motor and battery can improve the speed

and effort required to propel it. And thats basically what electric bikes provide.

GEARS

Although 80 watts will push a bike along at 13mph on the flat, it takes over 320 Watts to go at that speed up a

1 in 20 (5%) hill. Thats because on the flat, at low speeds, the cyclist is working mainly to counter the

frictional and rolling resistance of the bike and the wind resistance of himself and his bike. Once he starts to

climb a hill, however, he is also lifting his weight and that of the bike against gravity. 320 watts is getting on

for a horsepower, so not surprisingly, you need to be pretty fit and strong to generate that amount of power

for any length of time. Most of us slow down, so the climb takes longer but the effort is reduced.

If you are prepared to tackle the 5% slope at 4 mph (about brisk walking pace) you only need around 100

Watts, which most active people can manage (for a short while, at least). And of course, if the bike has gears

you change to a lower gear to make it easier. Understanding why it is easier helps us understand how and why

power assistance works.

First, we need to distinguish work and effort. The work needed to propel a bike on a given slope (or lack of it)

at a given speed is completely independent of the gear you use. To go up that hill at 4 mph is going to take 100

Follow

watts whether you try it in top gear or bottom gear. At first sight that doesnt make sense you couldnt

possibly climb a steep hill (even at Follow

4 mph)The

in top gear. That is certainly true, but it isnt because of the work

of how hard you would need to press on the pedals i.e. the force you can

Get every

new not

post the

delivered

generate. Force and work are related,

but are

same thing.

to your Inbox.

Enter

your emailmoved.

address The work rate needed to move a bike and rider

Physicists define work as force times

distance

mph or 2 metres a second is about 100 Watts. The force needed

Sign me up

to do that at the rear wheel is therefore about 100W/2 m/s = 50 Newtons. Newtons are the international unit

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of force, defined as the force needed toPow

accelerate

a 1 kg mass by 1 meter per second, per second. Back wheel

force is created by force on the pedals, transmitted through the chain via the gears. If the pedal crank is half

the radius of the wheel, you would have to push twice as hard on the pedal as the bike tyre pushes against the

road, if the pedals went round once for every revolution of the wheel. In fact, in bottom gear on my bike, the

pedals only go round 0.73 times for each revolution of the wheel, so the force on the pedals is actually about 137

Newtons. A force of 137 Newtons is equivalent to 1/6th of my weight.

But if I tried to pedal at the same speed in top gear, I would need a massive 370 Newtons, or getting on for half

my weight, and since pedalling isnt a continuous force, the peak force on the pedals would be close to my full

weight. And this, dont forget, is required to move the bike at just above wobble speed. To go faster than 4.5

mph up this hill would require substantial force eventually exceeding my weight, and while it is possible to

press down with more than your full weight on a pedal, its very hard.

So thats why we change down to pedal up hills. Although the work we do is fixed by the speed, the force we

have to exert on the pedals isnt. It is this force that ultimately determines what our normal cycling speed is,

and the best gear to use in any situation.

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Electric motors (and their batteries) are like cyclists in some respects: they have a comfortable force they

can exert and a work rate they can sustain. They also have a peak force, and peak power, and just like cyclists

these do not occur at the same speed. An electric motor exerts its maximum force at or close to rest, but the

amount of electrical energy converted into mechanical work is much less at low speeds. Until the motor is

spinning at its optimum speed, more of the electricity going through its coils is converted to heat. If you

forcibly stop an electric motor, but continue to put current through it, all the energy will be converted to heat

and you can burn out the motor.

At the other end of the scale, you can also run an electric motor faster than its optimum speed, but it will not

do very much work and will not take very much current. This is quite like pedalling downhill on a normal bike

there comes a speed at which you might as well not bother.

So having an electric motor on your bike reduces the amount of work the cyclist has to do. The cyclist can use

that help in two ways:

1.

2.

or anything in between. How hard you have to push down on the pedal, and the speed at which the pedals

go round, should vary linearly with the speed. But twice the effort or pedalling rate (sometimes called the

cadence) doesnt actually make you go twice as fast. This is because air resistance goes up with the square of

the speed there is roughly 4 times as much of it holding you back at 20mph as at 10mph. And air resistance

is a significant counter force at any speed above about 10 or 12 mph. When you hurtle down a hill, it is air

resistance that will ultimately keep your speed from increasing indefinitely. Most of us would be too scared to

find out what that speed actually is on a steep hill, so we brake. Tour de France cyclists, on the other hand,

dont. Not only that, they crouch down and tuck their elbows in to reduce the air resistance.

Coming back to power assisted cycling, the amounts of power needed to make a noticeable difference to the

cycling experience are actually not that great. To pedal my bike on the flat at 10mph requires about 60 watts.

In middle gear on my bike, that means pedalling at a little less than 60 rpm, pressing down on the pedals with

an average force of 57 Newtons, which is the equivalent of about 13 pounds (5.8 kg) weight.

But suppose I have an electric bike which will do half the work for me. Pedalling on the flat at 10mph still

needs 60 watts, but now I only have to provide 30 of them. So I can stay in the same gear and press down half

as hard on the pedals, or press down the same amount but at half the speed. That will require me to change

up, in my case to top gear.

In practice, I do something in between, and the reason for that is to do with how efficiently I operate as

distinct from how efficiently the electric motor does. If I stay in middle gear, Ill be pressing half as hard but

pedalling just as fast as before. Some of the muscular effort of pedalling goes into raising and lowering your

knees, and the more times per minute you do that, the more of your energy it uses. Professional cyclists pedal

at high rates, so in fact they waste more energy pumping their legs. But they choose to do that because they

can generate more power at a higher pedal rate, so that the wastage as a proportion is lower than it would be

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at a more leisurely rate. They burn more calories riding the way they do than you or I would.

So in practice we tend to home in on a combination of force and cadence that were comfortable with. And its

likely that that will prove to be our most sustainable rate. The trick is to find a cadence and gear that combine

the most sustainable rate for the cyclist with the most sustainable rate for the electric motor and the battery.

And that is particularly true when it comes to hill climbing.

Climbing hills uses a lot more power and requires a lot more work because on top of everything else you are

raising the bike and rider against the force of gravity. And the faster you choose to do that, the higher the

work rate (although remember modulo the effects of non-linear forces like air resistance it takes the same

amount of work (watt-hours) to climb to the top of a hill no matter how quickly or slowly you choose to do it).

The work is the same, but the quicker you do it, the greater the force you have to exert or the faster you have

to pedal, or both.

So if I only want to pedal as hard as if I was doing 10mph on the flat, I cant expect to climb a hill at 10 mph.

Since I have gears, there should be a lower gear where I am still pedalling at 60rpm and pushing down with a

force of 57 Newtons. That produces 60 watts and 60 watts will get barely me up a 1 in 40 hill at 4 mph. But if

I had a motor putting 60 watts in as well, I could climb a 1 in 20 (5%) hill at a steady 5 mph.

What this means is that, for the effort it takes to pedal a bike without power assistance on the flat at 10 mph,

with an electric bike I can climb a 1 in 20 hill at about 5mph. In practice, I may be prepared to put in a bit

more effort to climb the hill faster. If it isnt too long, I might be willing to input 100 watts of pedal power. If

the motor puts in the same, with 200 watts between us we can climb that same hill at 8mph, as long as the

battery lasts.

If I do run out of battery, then Id have trouble going up a 5% slope at all on just my 100 watts. Id be reduced

to half speed, perilously close to wobble. But if the battery holds around 250 Watt-hours, you can pedal about

20 miles up a 5% slope before it goes flat. You would be pretty tired at the end of the 2 hours it would take

you, but nothing like as tired as youd be if you had to do it in 5 hours unaided.

This brings us neatly to the notion of battery range. How far can an electric bike go on one charge? As we

have just seen, only about 20 miles up a 5% slope at 8mph, but theoretically as much as 70 to 80 miles on the

flat at 10mph with no headwind. In practice, of course, no road will ever be that flat for that long, and

although you use less power going down a hill than you do going up, any uphill slope will reduce your range

considerably. In the trial the bikes typically managed between 30 and 40 miles.

CHAIN VS WHEEL POWER

Our trial featured two electric bikes with different designs. One had a hub motor on the front wheel,

controlled directly by a twist throttle of a type familiar to any motor-cyclist. The other had a motor driving

an extra cog on the chain. These are the two main types of electric bike propulsion, though there are many

more bikes with hub motors than chain motors. Nearly all the chain-motored ones use a self-contained unit

manufactured by Panasonic, but found in several different makes of bike.

The basic principles of biking and power assistance apply to both types, although it was possible to operate the

hub motored bike without pedalling at all. This greatly reduces the range and the steepness of hill that can be

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tackled, but it is also literally effortless, so proved popular with some triallists.

With the hub motored bike, the rider chooses the level of power by twisting the throttle, and the amount of

power he gets from the motor is independent of the amount he pedals. There are different ways of using this

kind of power system. You can elect to use it only for climbing hills or accelerating from rest, otherwise

pedalling without assistance. This will maximise range. At the other extreme, you can have full motor power

on all the time, and top it up with pedal power only when going up hills. This makes for an effortless and fast

ride, but much shorter range.

With a hub motor you must learn how much help the motor needs to climb steeper hills. If the motor runs too

slowly to produce its maximum power, you may not be able to climb the hill at all, but if you pedal harder, you

accelerate the bike to a speed where the motor can provide (paradoxically) enough power for you to be able to

reduce your contribution. The unhelpful advice from an e-bike hill-climbing expert is that you should go up

hills as fast as you possibly can, if you want to maximise the range of your bike.

The chain motored bike has a different model of power assistance. You can set 3 (well ok, 4) levels of power:

none, half, equal, and 1.3 times the pedal input. And although its not quite clear how the controller manages

this, by half they mean half the effort (the force) you put in yourself. So if you dont pedal hard, neither does

the motor! This arrangement, which I personally prefer, is more like a servo-mechanism of the kind you find

on the steering or brakes of a modern car. You dont have to make any decision about the amount of power

you want from the motor, the bike simply amplifies your own effort by the amount you previously set.

This difference in approach is most obvious when climbing hills. As we have seen, this requires much more

power for the same speed. On the hub motored bike, up to a point, you can get all that extra power from the

motor. You yourself can pedal along at the same speed, calling for boost as and when you need it. On the

chain motored bike, when you hit a hill, you will slow down if you only make the same effort as before. Most

users agree that for most journeys, a hub motored bike will be faster than a chain motored bike of the same

power. But they also agree that a chain motored bike will go up much steeper hills on less power, and have a

longer range than a hub motored bike. It isnt immediately obvious why this should be. There are some clear

technical reasons, but the psychological ones may be more important.

If the cyclist is happy to put in X Watts, and the maximum power of the motor is Y Watts, then a hub motor

has better performance in all conditions except climbing a hill faster than can be climbed with an effort of just

X + Y Watts. At that point either the rider must slow down until he finds the speed that can be achieved, or he

must increase his own input to maintain his chosen speed. Thats the physics of the situation, but the

psychology is more complex.

If he normally operates the throttle at full power, the hub powered rider quickly loses track of the relationship

between his own effort and the speed it achieves. When he hits a hill, the motor cannot provide more power so

the bike slows. If it slows too much, motor efficiency can drop to a point where it appears to run out of puff.

And the hub motor itself has no gears to change down to.

The first time this happens, he might conclude that this hill is too steep for his bike. This could be true, of

course, but hub motors are powerful and it is likely that if you change down the chain gears and pedal a bit

harder yourself, you can reduce the power needed from the motor to a level that will enable it to take you up

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the hill at a speed you can manage between you. But this may be counter-intuitive, because while you may

have changed to a lower gear to increase the pedal power this has no direct effect on the motor power, which

you probably boosted with the throttle, as you would in a car. What you need to do is reduce motor power and

increase pedal power until you find a speed you can maintain while climbing the hill.

A chain powered bike offers a gentler introduction to hill climbing. Just like an ordinary bike, when you reach

a hill you slow down and change gear to find a speed at which you can successfully climb it. This directly

affects the power provided by the motor, but the effect is quite transparent. If you can climb the hill between

you, you will quickly and naturally find the speed at which you can do it, just as you would without power. The

only psychological hurdle you have to jump is to realise that despite normally bowling along at a much higher

speed, you have to slow down to climb a hill. Once you figure that out, theres nothing you cant climb with a

chain powered bike, partly because you naturally increase your contribution, and partly because the motor is

also taking advantage of the chain gears to run at closer to its optimum speed.

So as far as performance is concerned, the psychological difference between the two may be more significant

than the mechanical difference. Hub powered bikes offer an experience closer to that of a car, where you tend

to maintain speed independently of terrain until you encounter a gradient the car cant manage. You can

normally use a hub motored bike, especially a powerful one, in this way. But when you cant it requires a bit of

thought to work out the optimum way to proceed. Chain powered bikes offer an experience much closer to

that of a regular bike, they just make your legs seem much more powerful.

E-BIKES AND THE LAW

The law governing electrically assisted pedal bikes in the UK is arcane. Since there is no global standard, and

most e-bikes are manufactured abroad, the e-bikes you can buy in the UK a relatively small e-bike market

tend to reflect the regulations in their country of origin. But they also reflect foreign cycling culture.

In the UK, cycling is now mainly a leisure activity for enthusiasts it is no longer a primary mode of

transport. People in the UK cycle for fun, tend to go quickly 20mph is a common average on sports bikes,

wearing clothes designed for cycling. In Holland and China, where bikes (and electric bikes) are very much

more common, people cycle as a convenient way of getting around. Their bikes tend to be sturdy reliable load

carriers, ridden by people wearing normal clothes. One consequence of this is that while Dutch or Chinese

cyclists appreciate e-bikes and buy them in huge numbers, UK cyclists regard e-bikes as cheating and dont

buy them at all!

Electric bikes are motorised vehicles, so the law restricts the performance of e-bikes whose owners want them

treated as bikes. In the EU the law restricts the power and the maximum speed to which the motor can take

the bike. A bike can be pedalled at higher speeds than this, but the motor must, by law, not operate beyond it.

These speed limits are set for safety, but also to fit in with the prevailing culture of a cycle-commuting rather

than leisure or racing market.

So an e-bike motor in the the EU cannot legally assist the rider above about 15 mph on public roads. In

Japan, where the Panasonic chain drive motors are made, an e-bike cannot provide full power above 10mph,

and to conform to both laws, a Panasonic chain motor progressively reduces its output from 10 mph so that

beyond 15mph it provides none. Hub motors are subject to the same law, but implement it differently. The

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one we used in the trial will, if requested, provide full power at all speeds up to 15mph but none beyond that.

Although this could be disconcerting, the effect is mitigated by progressively reducing the throttle to provide

only as much top-up power as is required to maintain the chosen speed. This preserves the battery, and means

that ideally the rider will not call for power above the speed limit, anyway.

CONCLUSIONS

Electric bikes are currently a niche product in the UK, because most UK cyclists are leisure and sports

oriented. They prefer high tech racing bikes, or off road bikes, and ride them for fun. Many of them regard

powered pedal cycling with contempt. Almost everyone can ride a bicycle, but unless they become cyclists,

most people dont cycle very much after buying their first car or motor bike. Its just too much effort, unless

you enjoy it. Its easy enough on the flat in still conditions, but climbing hills on a bike is a struggle for most

people, and not enjoyable.

But a modest 250W motor and a 250Wh battery can make pedal cycling significantly easier for anyone. It can

flatten shallow hills and make quite steep ones doable without becoming breathless or sweaty. Your average

speed goes up from around 10mph to more like 14mph to 15mph. And you can go to work or the shops, if they

are less than 3 miles away, in much the same time as going by car if you take into account the time taken to

find a parking space!

So electric bikes might appeal to people who arent cyclists but occasionally wish they were. The average

annual mileage of an electric bike in the UK is said to be about 1200 miles, which is 4 or 5 times the average

for un-powered bikes a statistic which unfortunately reflects the fact that most UK bikes, most of the time,

are gathering dust in garages.

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