belay device handbook - edelrid

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BELAY DEVICE HANDBOOK

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Page 1: BELAY DEVICE HANDBOOK - Edelrid

BELAY DEVICE HANDBOOK

Page 2: BELAY DEVICE HANDBOOK - Edelrid

2

Climbing can be a fun and safe experience – but only if you use the right belay device. Nowadays there is a wide variety of different devices on the market. They all have their particular advantages and disadvantages. We’ve written this EDELRID handbook to share our expertise and provide important information about how to use the different types of devices available. We look at all the main belay techniques and give valuable tips for using and looking after belay devices. At EDELRID, we’re constantly working to further optimise climbing safety and develop new and innovative belay devices. As such, this handbook also provides an insight into our development process and our quality assurance.

Made by climbers for climbers. The EDELRID team is made up of passionate climbers and alpinists. In addition, we work closely with professional climbers and mountain guides. We understand the demands that climbers place on their equipment. CREATIVE TECHNOLOGY is our credo – we apply it to our belay devices to make versatile products that meet and exceed the highest quality standards. We have over 150 years of experience in mountain sports. This combination of experience and passion constantly drives us to explore new paths and only accept maximum performance. Furthermore, as a mountain sports company, we naturally make environmental protection, sustainability and quality management our highest priorities.

EDELRID

88316 Isny im Allgäu

Germany

Tel. +49 (0) 7562 981 - 0

Fax +49 (0) 7562 981 - 100

[email protected]

www.edelrid.de

Page 3: BELAY DEVICE HANDBOOK - Edelrid

I A history of belay devices

I Modern belay devices

I Manual belay devices

I Semi-automatic belay devices

I HMS - No belay device required

I OHM - Assisted-braking resistor

I Which belay device do I need?

I Better belaying

I The birth of a new belay device

I Norms and standards

I Index

4

6

8

14

16

18

22

24

30

32

36

CONTENT

Text:Jan Hoffmann, Sebastian Straub, James Heath

Proofreading:James Heath, Tim Carruthers, Sally Maßmann

ABOUT THIS PUBLICATION

Typesetting:Miriam Heberle, Jan Hoffmann

Photography:Christian Pfanzelt photography,

Jan Hoffmann

Page 4: BELAY DEVICE HANDBOOK - Edelrid

Climbing has a long tradition. Since time immemorial, adventurous men and women been fascinated by mountains and sum-

mits all over the world. However, their equipment often left a lot to be desired. Thankfully, today there is a wide variety of

technical belay and abseil devices. But how did they come into existence? We’d like to briefly outline the development of belay

devices and their function.

A HISTORY OF BELAY DEVICES

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Early ascents involved scaling steep cliffs with just a rope for protection. No

other equipment was used. Around 100 years ago, Hans Dülfer, a German

mountaineer, invented the Dülfersitz (literally ‘Dülfer seat’), which allowed the

climber to abseil (aka rappel) from exposed sections and belay a partner. Eng-

lish-speaking climbers refer to this as a classic abseil. To abseil using the Dül-

fersitz, the doubled rope is passed through the legs and wrapped around the

body. This produces friction between the rope and your body, braking the rope.

Please note: heat is generated, which may result in a friction burn. It’s recom-

mended that you wear robust, sturdy clothing, for example a good old pair of

Lederhosen, should you happen to own a pair. On longer or faster abseils,

enough friction is produced to burn through normal clothing. Nevertheless, the

classic Dülfersitz was the standard means of abseiling, until climbers started

using carabiners.

So, we’ve learnt that wrapping the rope around something increases friction

and braking when abseiling and belaying and also allows the climber to vary the

amount of friction used. Therefore both belaying and abseiling could be carried

out in a more controlled manner. Friction can also be generated by wrapping a

rope around a carabiner. This is significantly easier to handle than wrapping the

rope around your body, as required in the Dülfersitz technique. To create more

friction, it’s possible to join a number of carabiners together in a chain and wind

the rope through them.

Earlier climbers attempted to refine this technique by running the rope through

two carabiners. The resultant lever action produced by using two carabiners

significantly increases friction. Alternatively, one or more carabiners could be

placed crosswise across a main carabiner and the rope was then fed through,

as shown in the diagram. This is known as the carabiner brake method. This

technique provided the inspiration for the first dedicated abseil and braking

devices.

The first braking devices were carabiners with an integrated braking crosspiece

in the middle. The doubled rope was run through the carabiner over the braking

element. These braking devices offered poor handling. As a result, this techni-

que was generally only used to lower heavy loads or climbers as part of a moun-

tain rescue operation.

Page 5: BELAY DEVICE HANDBOOK - Edelrid

For an Italian hitch all you need is a certified, pear-shaped HMS (German:

HMS – Halbmastwurfsicherung) locking carabiner. The hitch works by crea-

ting friction from several bends in the rope. It’s a very useful technique and is

still used to this day – more on the Italian hitch later.

In 1967, Fritz Sticht invented the first mechanical rope brake that is widely

regarded as the direct predecessor of today’s tubular belay devices. It con-

sists of a flat steel or aluminium disc with two parallel slots. Depending on

whether you were using single rope, half ropes or twin ropes, one or two

bights of rope were passed through the slots and then clipped to the harness

with a carabiner. You still occasionally see the Sticht plate in use today. Its

main drawback compared to modern tubular belay devices is its jerky action

when lowering.

5

Better handling performance was required to allow normal climbers to belay and lower. Two solutions were introduced at the

end of the 1960s: the Italian hitch (also known as the Munter hitch, after the Swiss climber Werner Munter) and the Sticht

plate.

Photo: www.storrick.cnc.net

Page 6: BELAY DEVICE HANDBOOK - Edelrid

Nowadays, anyone wanting to buy a new device will be overwhelmed by the different options available in their

local climbing shop. What’s the difference between them? Allow us to shed some light on the matter.

Modern belay devices are divided into two categories: manual braking devices (EN 15151-2) and braking

devices with manually assisted locking (EN 15151-1) – according to the rather complicated wording of European

standards. So what does it all mean?

Manual belay devicesThis first group covers tubular devices (“tubers”)

and figure-of-eight devices in all their many shapes

and sizes. These dynamic devices will hold a fall, but

only if the belayer acts appropriately. All these

devices do is increase the braking force/hand bra-

king force. If the belayer lets go of the dead rope

(the braking side) then the lead climber’s fall will not

be arrested. The European standard (EN) 15151-2

has existed since 2012. It defines the test values,

safety requirements and test methods for these

manual braking devices. However, manufacturers

are entitled to decide whether to test their products

according to this standard or another one. All our

manual belay devices are tested according to this

standard and meet the corresponding requirements.

Auto-locking tubular devices (manual devices with

assisted braking), the latest development of tubular

belay devices also mostly fall into this category.

They have a significantly greater safety reserves

than standard tube devices, but are not classed as

“braking devices with manually assisted locking”

(EN 15151-1).

MODERN BELAY DEVICES

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Page 7: BELAY DEVICE HANDBOOK - Edelrid

Belay devices with manually assisted lockingThe second group covers ‘semi-automatic’ or ‘auto-

locking’ belay devices, such as the EDELRID Eddy.

These devices contain an assisted braking mecha-

nism that ‘automatically’ stops the rope moving, eit-

her when the rope receives a sudden, sharp tug or

when manually activated, when it blocks completely

and arrests the fall. The braking action is indepen-

dent from the belayer’s hand braking force.

However, similar to a seat belt in a car, these devices

will not block a rope if it is pulled through slowly. For

this reason, one hand should always be kept firmly

on the braking side of the rope.

HMS-BelayAs we mentioned earlier in the history section, you

can also belay without a belay device by using an

Italian hitch.

7

All belay devices have one thing in common. The increased braking force of the device makes it possible to hold

a fall. However there are major differences in how to use them, their mechanical action and how dynamically

they brake a fall. Let‘s take a closer look at all the different types of belay devices.

Page 8: BELAY DEVICE HANDBOOK - Edelrid

Tubular belay devices Tubular belay devices are by far the most widely

used type of belay device. All EDELRID tube belay

devices comply with the safety requirements of the

European standard 15151-2. They are in essence a

modern version of the original Sticht plate. This is

why many climbers still refer to them as a ‘belay

plate’. They create braking force through a double

bend in the rope. The rope is bent around the HMS

carabiner and around the device itself. The resulting

friction increases the braking force sufficiently to be

able to hold a fall by hand. However, a tube belay

device’s increased braking force only functions if

the dead rope is held down by the brake hand below

the device to produce a further bend. Incorrect use

can be very dangerous and have drastic conse-

quences. If the braking hand lets go of the rope, or if

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MANUAL BELAY DEVICES

the braking rope is held above the belay device, in

the event of a fall the belayer will have virtually no

chance of holding the rope and will no longer be able

to prevent a ground fall...

The main advantage of tubular belay devices is their

dynamic braking action. They allow a small amount

of rope to pass through the device before a fall is

completely arrested. So with a little practise, tubular

belay devices allow you to belay very dynamically.

This softens the climber’s fall. In addition, tubular

belay devices allow you to pay out and take in rope

quickly and easily.

The rope is placed in the belay device as follows and

secured with a locking carabiner.

Page 9: BELAY DEVICE HANDBOOK - Edelrid

Tubular belay devices come in many different shapes and sizes. Single tubular belay devices are designed for

sport climbing with a single rope. They have a straightforward design with just one slot for the rope and no

release hole for belaying directly from an anchor. Double tubular belay devices have two slots so that you can

use double ropes. However, only double tubular devices with a release hole for a direct anchor allow the full

range of belay operations: belaying a leader or second, bringing up two climbers simultaneously (by body belay

or anchor belay), lowering and abseiling with single or double ropes.

9

ADVANTAGES DISADVANTAGES

Universal application (depending on model) – bela-

ying a leader, bringing up a second, body belay

Does not block automatically (belaying error can have

fatal consequences)

LightweightCertain devices have less braking performance/

require greater braking hand force

Optimal dynamic belayingBraking performance affected by rope diameter – and

condition

Perfect for abseiling with single and double ropes

Easy to use

Does not damage rope

Minimal kinks in rope

Page 10: BELAY DEVICE HANDBOOK - Edelrid

Tubular belay devices with assisted braking Extra safety. They might look rather different, but

‘auto-locking’ (or ‘auto-blocking’) tubular belay

devices function in exactly the same way as normal

tubular belay devices.

In the event of a fall, these belay devices produce so

much friction that they prevent the rope from run-

ning through the device. Therefore holding a fall is

less dependant on hand braking force. This means

that tubular belay devices with assisted braking

offer much higher safety reserves than standard

tubular belay devices. However, you should always

follow the manufacturer’s instructions regarding

which type of carabiner to use and the recommen-

ded rope diameter. Tubular belay devices with assi-

sted braking only guarantee their extremely high

braking force if recommended rope diameters are

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MANUAL BELAY DEVICES

used. As a general rule, the thicker the diameter, the

greater the friction produced and the more the

device blocks the rope. When using an auto-locking

tubular belay device with assisted braking, the brake

hand principle should always be adhered to. In addi-

tion, one should note that the very high braking

force of these types of tubular devices means that

dynamic belaying is only possible through body

dynamics, i.e. by moving. We’ll explain more about

how to give a dynamic belay later on in the Tips and

Tricks chapter. Our tubular belay devices with assi-

sted braking are also tested to the EU standard

15151-2, i.e. as “manual braking devices”. However,

the standard is not mandatory and is applied diffe-

rently by each manufacturer.

Jul2Megal Jul

Page 11: BELAY DEVICE HANDBOOK - Edelrid

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ADVANTAGES DISADVANTAGES

Very high safety reserves due to higher braking per-

formance

Dynamic belaying only possible via body dynamics

Allows quick paying out Handling requires practice

Less hand braking force required

Suitable for use with half ropes and twin ropes

(depending on model)

Intuitive to use

Minimal kinks in rope

Page 12: BELAY DEVICE HANDBOOK - Edelrid

We recommend fixing the figure of eight in the cor-

rect position on the HMS carabiner. Why is this? If

the figure of eight can move about then this can

often result in cross loading the carabiner. If this

happens, the carabiner has less than half the bra-

king strength that it would have if it was aligned for

lengthways loading. In certain circumstances, this

can have very serious implications. If the figure of

eight lies over the carabiner’s locking mechanism

and a climber falls, then the high leverage and loa-

ding produced by the figure of eight can break the

gate of the carabiner. This could result in a ground

fall. We therefore recommend using a rubber retai-

ner, to fix the figure of eight in place in the correct

position – on the top bar of the HMS carabiner.

Figure of eight Figure of eights are intended primarily for abseiling

and should be used with caution. The figure of eight

is actually under threat of extinction. It only offers

relatively low braking performance and is pretty

heavy compared to other belay devices. In particular,

when using new or thinner ropes, the figure of

eight’s reduced friction does not offer the same

increased braking force as other belay devices.

Nevertheless, it’s still used by some climbers for

belaying and abseiling. Users say they like its poten-

tial for very dynamic belaying. The rope is placed in

the figure of eight as shown below. It can be used

with a single or double rope. First a bight of rope is

fed through the large hole to the braking hand. Then

this then looped around the outside of the small hole

and then clipped to the harness using a locking cara-

biner.

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MANUAL BELAY DEVICES

Page 13: BELAY DEVICE HANDBOOK - Edelrid

13

ADVANTAGES DISADVANTAGES

Easy lowering Does not block automatically (belaying error can

have fatal consequences)

Dynamic belaying possible Certain devices have less braking performance/

require greater braking hand

Suitable for use with half ropes and twin ropes

(depending on model)

Braking performance affected by rope diameter –

and condition

Can change position on HMS carabiner and

damage it

Page 14: BELAY DEVICE HANDBOOK - Edelrid

‘Semi-automatic’ belay devices ‘Semi-automatic’ Belay devices certified to EN 15151-1 have an assisted braking (or assisted locking) mecha-

nism that functions rather like a car seat belt. If the rope is pulled through slowly, it won’t block. If the device

comes under a sudden load (e.g. a fall) a special mechanism is activated that blocks the rope completely. This

mechanism is triggered by the increased friction when the rope runs through quickly. However, if there is no

sudden loading or the device is used incorrectly, then it will not brake the rope. Therefore, when using an

assisted-braking belay device, always keep your braking hand on the free end of the rope! If you only hold the

rope leading to the climber, then there will be no sharp tug and the belay device’s assisted-braking action is

bypassed. When used correctly, the braking performance of belay devices with manually assisted locking does

not depend on the belayer’s hand braking force. However, because these devices block the rope completely,

the possibilities for dynamic belaying are limited.

My climbing partner has fallen and now my belay device is completely locked. How do I lower them to the

ground? Most assisted-braking belay devices have a lever for lowering or abseiling. The lever unlocks the

device. The EDELRID Eddy has its own integrated panic locking element. Everyone has a panic and grasp reflex

which can be triggered by panic or fear. This means that if the belayer panics, with some belay devices of this

type, they may pull the lowering lever back towards them and a falling climber may then fall all the way to the

ground. This is sometimes referred to as the ‘panic-pull syndrome’. The panic locking element prevents this. If

the Eddy’s lever is pulled all the way back, then it blocks the rope completely in the device and arrests the fall.

14 www.edelrid.de

STOP

STOP

SEMI-AUTOMATIC BELAY DEVICES

Page 15: BELAY DEVICE HANDBOOK - Edelrid

15

Unfortunately, ‘semi-automatic’ assisted-braking belay devices can only accommodate a single rope.

ADVANTAGES DISADVANTAGES

Very high safety reserves thanks to assisted

locking function

Dynamic belaying only possible via body dynamics

Blocks rope completely Comparatively large in size

Can only be used with single ropes

Paying out rope requires practice

Difficulties in paying out rope may lead to manipu-

lation of the blocking mechanism

SEMI-AUTOMATIC BELAY DEVICES

Page 16: BELAY DEVICE HANDBOOK - Edelrid

Italian hitchCan you really belay safely with just a locking HMS carabiner and a rope? Yes you can. An Italian hitch tied to

a carabiner also provides dynamic increased braking force. The Italian hitch is still used widely today. It’s a

handy technique that every climber should be familiar with, regardless of which belay device they use.

It might look complicated, but it’s easy to learn. This is how to tie an Italian hitch:

It’s also easy to tell if you’ve tied it properly. When tied correctly, the knot flips from one side of the carabiner

to the other when you pull the ends of the rope. This means that when you change from paying out rope to

taking in rope, the knot jumps into the corresponding position. When belaying with an Italian hitch, it’s impor-

tant to select your HMS carabiner carefully. A slipped Italian hitch can potentially open certain locking carabi-

ners. We therefore recommend not using using simple screwgate, twistlock and slide gate carabiners. In

addition, the braking rope should be on the opposite side to the carabiner gate.

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HMS NO BELAY DEVICE REQUIRED

Page 17: BELAY DEVICE HANDBOOK - Edelrid

17

Unlike most other belay techniques, rope diameter makes no difference to the increased braking force when

belaying with an Italian hitch on an HMS carabiner. However, using an Italian hitch puts twists and kinks in the

rope. Some climbing centres even ban its use completely with their ropes.

ADVANTAGES DISADVANTAGES

Universal application – belaying a leader, bringing

up a second, body belay

Does not brake automatically (belaying error can

have fatal consequences)

Universal application – belaying a leader, bringing

up a second, body belay

Greater rope wear due to rope-on-rope friction

when lowering

Greater braking performance than a tubular belay

device

Can produces serious kinks in rope if lowering is

not carried out properly

Braking performance not affected by rope

diameter

Danger of unintentional opening with certain

locking carabiners

Easy to see if tied correctly – knot flips from one

side of carabiner to other

Dynamic belaying possible

Page 18: BELAY DEVICE HANDBOOK - Edelrid

ASSISTED BRAKING RESISTOR TO INCREASE ROPE FRICTION

OHM

The problem: climbing partners with a signifi-cant difference in weight

A significant difference in weight between lead climber

and belayer frequently causes a problem. This applies

in particular to climbing couples, where the woman is

often significantly lighter than her partner.

In the event of a fall, a lighter belayer can be suddenly

pulled off the ground and hurled against the wall. In

addition, when a belayer is pulled high off the ground,

this significantly increases the distance that the leader

falls. If the climber is still near the ground, belayer and

climber might collide, or the climber might even hit the

ground.Moreover, if a dynamic belay device is used (for

example a tubular belay device) then a lighter belayer

has to apply significant hand braking force to arrest

the fall. In the worst-case scenario, the belayer might

not be able to hold on to the rope. Their hand may get

painfully burnt as the rope runs through the device or

they may drop their partner completely.

This is why the German and Swiss (DAV, SAC) recom-

mend that a climber should not weigh more than 1.33

times their belayer, i.e. maximum 1/3 more (for exam-

ple: belayer 60 kg, climber maximum weight 80 kg). In

the event of a big fall, in particular at the climbing wall,

such large differences in weight require extreme care

and attention on the part of the belayer.

Using a weight bag to reduce the difference in weight

is not possible all the time (who wants to carry a weight

bag to the crag?). In addition, weight bags restrict a

belayer’s freedom of movement. And even when using

a weight bag, the belayer still has to supply full braking

force (risk of burns as rope runs through belay device).There is a short video about the OHM here:http://www.edelrid.de/en/ohm/

www.edelrid.de18

Page 19: BELAY DEVICE HANDBOOK - Edelrid

OHM: assisted-braking resistor to increase rope friction

The OHM is an OHM assisted-braking resistor to in-

crease friction. It’s attached at the first bolt in the

safety chain using a quickdraw and the rope runs

through it. In the event of a fall, the OHM increases

rope friction so that a lighter belayer can hold a hea-

vier partner without difficulty. This helps prevent

the belayer from being thrown forcefully against

the wall. In addition, the belayer needs to apply si-

gnificantly less hand braking force to arrest the fall.

The OHM is designed not to affect rope handling when

belaying a lead climber. It neither increases rope drag

to the lead climber, nor has a negative affect when

+0%

+10%

+20%

+30%

+40%

+50%

+60%

+70%

+80%

+90%

+100%

40 50 60 70 80 90 100 110 120

Weight difference belayer - lead climber

Maximum weight difference according to DAV recommendation

WEIGHT BELAYER [KG]

paying out rope. The device’s assisted braking mecha-

nism is only activated in the event of a fall. The OHM

also works independently to the belay device used.

Should a lead climber fall at the first bolt, the OHM

significantly reduces the risk of a possible ground

fall. Lowering a heavier climber is also much ea-

sier to control due to the increased friction. This

reduces the risk of accidents when lowering.

The OHM was developed together with the

Institute of Mechanical Handling and Lo-

gistics at the University of Stuttgart.

19

Page 20: BELAY DEVICE HANDBOOK - Edelrid

FUNCTION AND APPLICATION

OHMOHM

Operation modeThe Ohm is an assisted-braking resistor that is at-

tached at the first bolt with a quickdraw and the

rope runs through it. In the event of a fall, the rope is

pulled into the device’s braking mechanism. This

then brakes the fall. The device does not stop the

rope abruptly; instead it progressively brakes the

speed it runs through, so that the belayer can still

dynamically arrest the fall. The Ohm in-creases the

amount of friction in the safety chain, independent

of the belay device used. As a result, the belayer

needs to apply significantly less hand braking force

to the braking rope to arrest the fall and they wont

be hurled against the wall in an uncon-trolled man-

ner.

The Ohm is designed not to affect rope handling

when belaying a lead climber. It nei-ther increases

rope drag for the lead climber, nor has a negative

affect when paying out rope. The device’s assisted

braking mechanism is only activated in the event of

a fall.

The OHM benefits both climber and belayer:

The belayer wont be pulled against the wall in an

uncontrolled manner. The climber can climb right to

their limits, without having to worry that their belayer

might not be able to hold them should they fall and

with no fear of a hard landing.

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Page 21: BELAY DEVICE HANDBOOK - Edelrid

Integrating the OHM into the safety chainThe lead climber ties in to the “sharp end” of the rope. They place the rope in the OHM (see fig.1) and then

attach it to their harness with a quickdraw. At the first bolt, they attach the quickdraw with the prepared OHM

to the bolt (see fig.2). The leader and belayer then climb as usual.

Fig. 1: Attaching the OHM to the harness Fig. 2: Clipping of the first bold

21

Page 22: BELAY DEVICE HANDBOOK - Edelrid

WHICH BELAY DEVICE DO I NEED?

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Intended purpose The main thing when buying a belay device is to be clear about what you want it for. Do you only climb single-

pitch routes? Do you want to be able to belay a partner on multi-pitch routes? As we mentioned previously,

there is often more than one solution for each type of climbing.

+++ our recommendation ++ very suitable +suitable - not suitable

* = not suitable for alpine climbing as a roped party

**=Abseiling suitable only with single strand

Single rope Half rope Twin rope

MODEL SPORT CLIMBING ALPINE CLIMBING ALPINE CLIMBING ABSEILING

BELAYING A LEADER (BODY BELAY)BELAYING A LEADER

(ANCHOR BELAY)BELAYING A LEADER

(ANCHOR BELAY) BRINGIN UP A PARTNER

Single tubular belay device ++ -* -* -* -* -* -* +++ -

Double tubular belay device

++ -* -* -* -* -* -* +++ +++

Tubular belay device with release hole for direct anchor

++ ++ ++ ++ ++ +++ +++ +++ +++

Single tubular belay device with assisted braking

+++ -* -* -* -* -* -* +++** -

Tubular belay device with assisted braking and release hole for direct anchor

+++ +++ +++ - - +++ +++ +++ +++

Figure of eight + -* -* -* -* -* -* +++ +++

Semi-automatic device +++ +++ - - - +++ - +++** -

Italian hitch + + + +++ +++ ++ + + +

Page 23: BELAY DEVICE HANDBOOK - Edelrid

23

MODEL SPORT CLIMBING ALPINE CLIMBING ALPINE CLIMBING ABSEILING

BELAYING A LEADER (BODY BELAY)BELAYING A LEADER

(ANCHOR BELAY)BELAYING A LEADER

(ANCHOR BELAY) BRINGIN UP A PARTNER

Single tubular belay device ++ -* -* -* -* -* -* +++ -

Double tubular belay device

++ -* -* -* -* -* -* +++ +++

Tubular belay device with release hole for direct anchor

++ ++ ++ ++ ++ +++ +++ +++ +++

Single tubular belay device with assisted braking

+++ -* -* -* -* -* -* +++** -

Tubular belay device with assisted braking and release hole for direct anchor

+++ +++ +++ - - +++ +++ +++ +++

Figure of eight + -* -* -* -* -* -* +++ +++

Semi-automatic device +++ +++ - - - +++ - +++** -

Italian hitch + + + +++ +++ ++ + + +

Page 24: BELAY DEVICE HANDBOOK - Edelrid

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Want to be a better belayer? Research from Germany by the DAV (German Alpine Club) shows that incorrect

use of belay devices is responsible for more than a third of climbing accidents at climbing walls. We’ve com-

piled some of the main points that explain how to be a better belayer. We’d like to stress though that belaying

is not something that you can just learn in theory. It has to be learnt in practice. In order to become a better

belayer and master other climbing techniques, beginner’s courses, refresher courses and regular fall training

with supervision are a good idea. Climbing is no different to every other sport – practice makes perfect.

Braking hand principle Regardless of which belay device you use, your braking hand should ALWAYS be on the dead rope. The dead

rope is the loose side of the rope that does not lead to the climber. The other side of the rope (the live rope) is

the side of the rope that goes from the belay device to the climber. Your other hand should remain on the live

rope and act as a sensor. If there is a sudden load on the rope, then you’ll be alert to it and have plenty of time

to control the dead rope with your brake hand.

Braking Understanding how a belay device functions is crucial to ensure correct braking. As we mentioned earlier,

tubular belay devices only function properly when the dead rope is pulled down by the braking hand to produce

an additional bend in the rope. If the braking hand is on the rope, but the rope is held in the wrong position,

i.e. above the device, then a fall could prove fatal. So it’s essential to understand how your belay device works.

We recommend reading the user manual before you first use the device and getting some proper instruction.

BETTER BELAYING

Page 25: BELAY DEVICE HANDBOOK - Edelrid

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Page 26: BELAY DEVICE HANDBOOK - Edelrid

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BETTER BELAYING

Rope type The type of rope you use will have a major impact on the

effectiveness of your belay device’s increased braking

force. Diameter, overall condition and the state of the

sheath should be taken into consideration. Each belay

device is designed to be used with ropes of a certain dia-

meter range. In some cases, using a certain belay device

with a certain diameter of rope might not be permitted and

could even be dangerous. You should always follow the

manufacturer‘s recommendations. If a rope is too thin,

your belay device might not produce sufficient braking

force to hold a fall. If a rope is too thick, then it may get

stuck in your belay device and be difficult to handle. In

addition, the condition of a rope’s sheath also plays a role.

Does it look old or show signs of abrasion or furring? If this

is the case, it will have a thicker diameter and its surface

will produce more friction. This could mean that it won’t

run through your belay device smoothly and that the belay

system is no longer safe.

Carabiner position In addition to the belay device, it’s important to use an

HMS carabiner with a suitable gate locking mechanism.

The belay device should always be clipped with the carabi-

ner to the belayer’s harness so that it’s loaded in a

lengthwise direction. A cross-loaded carabiner has less

than half the braking strength than when it’s loaded

lengthwise. To prevent the carabiner from rotating, we

recommend using an HMS carabiner with an additional

internal component to fix the carabiner in place. This then

prevents the carabiner twisting on the harness and ensu-

res that it remains loaded in the optimal lengthwise direc-

tion.

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27

Gloves Gloves are not just for winter. Using gloves when belaying,

significantly increases safety. They provide greater friction

and can prevent you from seriously burning your hands. If

you don’t have the hand strength to hold your partner, or

if you lower your partner too fast, then significant heat can

be produced. The reflex reaction is to drop the rope, cau-

sing the lead climber to fall the ground in an uncontrolled

manner. Wearing belay gloves can prevent this. They

should be made of robust materials and provide plenty of

friction. Thin, soft leather gloves are ideal. The right fit is

also important. If your gloves are too big, then you might

not have enough control over your belay device.

Looking after your belay deviceLook after your belay device and it will look after you. As

with all mechanical devices, belay devices should also be

kept free of dirt at all times. Only then will they function

reliably. The is especially important in climbing as it also

helps to protect the rope. In addition, belay devices made

of aluminium should be checked regularly for sharp edges.

These can form over time by rope friction from belaying

and lowering. Sharp edges can damage the rope and in

extreme cases cut through it. We recommend that you

inspect your belay device every time before you use it.

Make sure it’s not dirty and clean it if necessary. Clean it

using (clean) water or compressed air. If required, moving

parts should be oiled with acid-free oil.

Page 28: BELAY DEVICE HANDBOOK - Edelrid

Where to stand when spotting It’s worth thinking about where you stand when

you’re spotting. When belaying, it can make a big

difference to your partner’s safety. In particular,

because there is an increased risk of a ground fall

during the first metres of a route – up to around the

fifth bolt. This is why you should not stand directly

underneath your partner. But don’t stand too far

away from the wall either. This is important for two

reasons. Firstly, if you stand further away you will

have more slack rope. Should the climber fall, they

will fall further, significantly increasing the risk of a

ground fall. Secondly, you (the belayer) might also

be pulled forwards and slammed into the wall. This

could result in an accident. Most climbing walls

recommend that you stand one metre from the wall

and one metre to the side. This will hopefully prevent

you from being hit should your partner fall and keep

the amount of rope you have to pay out to a mini-

mum.

BETTER BELAYING

Spotting How do I protect my climbing partner from falling

and hitting the ground on the first few metres of a

route? You should spot your partner before they

have clipped a quickdraw in the first bolt or second

bolt – depending on how far apart they are spaced.

How? By standing behind them and holding up both

hands towards their hips. Try to make sure you keep

your thumbs turned in. If you’re unlucky and your

partner lands on your outstretched thumb, you could

get injured. Should the climber fall during the first

few metres, try to ensure that they don’t hit their

head or their back on the ground. If they do fall,

don’t try to catch them, just spot them. You can still

hold both ends of the rope in your hands while spot-

ting, using your turned in thumbs. This way you can

ensure a smooth transition from spotting to belaying.

28 www.edelrid.de

1m 1m

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How to prevent a hard fallHard falls can be prevented. Using dynamic belaying

to give a soft catch can significantly reduce impact

force. Impact force is the maximum force to which

the body and equipment are subjected during a fall.

The abrupter the jerk when braking, the greater the

impact force. Drop an egg and it will break. However,

everyone knows that if you catch it softly, moving

your hands down in the direction of the fall to absorb

the energy, then it generally remains intact. To apply

this principle when belaying, it depends firstly on

how high the climber is. First priority: if your climber

is not far off the ground – prevent a ground fall.

Shorten the fall rather than add to it. If your partner

is higher up a route, then you should try to give a

softer catch. As we’ve already mentioned, different

belay devices provide different options for dynamic

29

belaying. Belay devices for dynamic belaying, such

as a tubular belay device or figure of eight allow a

small amount of rope to run through before com-

pletely blocking it. However, it’s possible to delibera-

tely belay more dynamically. The climber falls

further, but the catch is softer. Even if you are using

a very direct and hard semi-automatic belay device,

it’s still possible to give a softer catch. How? First

up, you should make sure that you are watching your

climber carefully the whole time, so that you are not

taken by surprise. If the climber falls, a small jump or

hop is enough to soften the fall. The timing is impor-

tant: you should be moving as the force is applied –

moving after the impact is felt is too late. Prepare to

be pulled up and in toward the wall and stretch your

feet out to protect yourself.

1m 1m

Page 30: BELAY DEVICE HANDBOOK - Edelrid

THE BIRTH OF A NEW BELAY DEVICE

Modern belay devices have very sophisticated braking mechanisms. The finished product is the result of a long

and intensive development process. Braking performance, handling, design – everything is meticulously

devised and rigorously tested. Take for example our Mega Jul tubular belay device with assisted braking. Let’s

have a look at how it was developed.

Requirements profile Requirements profile

The requirements profile is the starting point for all development. In developing the Mega Jul, our aim was to

design a tubular belay device with assisted braking that included the following characteristics:

- It should be small and lightweight; lighter than comparable products on the market

- It should look like a tubular belay device and be intuitive to use

- It should be suitable for belaying a leader, bringing up two climbers simultaneously, and be equally suitable

for abseiling (prioritised according to frequency used)

- When used with appropriate diameter ropes, it will provide sufficient braking, so that arresting a fall is signi-

ficantly less dependent on user hand strength

- The diameter range of ropes that it can be used with should be as wide as possible

- Material wear should be kept to a minimum

- Heat generation on the device should remains within limits

30 www.edelrid.de

Stage 1: Modifying the Kilo Jul Could we produce an auto-locking tubular belay device

that still looked and handled like a conventional tubular

belay device? We decided to modify our existing Kilo Jul

tubular belay device and give it better braking geometry.

We wanted to produce sufficient friction to stop the rope

from slipping through the device when loaded.

Conclusion: its braking performance was actually very

good and it offered excellent handling – as does the Kilo

Jul. However, the way it blocked the rope was not yet

satisfactory. And it was not good enough at bringing up

other climbers. So we went back to the drawing board.

Stage 2: Functional prototype 1Simply modifying the existing Kilo Jul was not going to be

sufficient, so we created an adjustable functional proto-

type. The angle of some of its elements could be adjusted.

This made it possible to investigate the best possible

angles for a fully functional braking mechanism.

Conclusion: an initial step in the right direction. But there

is still the problem of bringing up other climbers.

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31

Stage 3: Functional prototype 2Creating a second functional prototype allowed us to explore

solutions to this problem. In addition, we were able to

enhance the braking mechanism.

The prototype had an adjustable block, which acted as a

pressing surface that locks the rope. In addition, the proto-

type has an additional hole, which can be used to attach it (to

a direct anchor), to bring up other climbers. Furthermore, a

wire (like the conventional tubular belay device) was used as

a lever.

Conclusion: once the correct angle for the blocking function

was found, the device was able to hold the rope on its own

when the rope is loaded. Bringing up another climber also

worked well. However, releasing the blocked rope was pro-

blematic.

Stage 4: Release leverBlocking the rope is all very well, but it’s not much good if the

rope is hard to release. The prototype needed to have a lever

or something similar to release the blocking action on the

rope. We experimented with a number of solutions, from

large to very small levers. Ultimately, the best solution invol-

ved using the wire as a lever.

Conclusion: the wire functioned very well as a lever to

release the device’s blocking action and can be operated

with a thumb. The only drawback is that the wire cut into

thumbs when releasing.

Stage 5: Final Mega Jul with special thermoplastic elementWe developed a special thermoplastic element to stop the

wire cutting into the thumb. In addition, we put the finishing

touches to the overall design. And we decided to make the

main body of the device from stainless steel. This means that

it is more hard wearing and lasts longer than conventional

aluminium devices. Moreover, the problem of abrasion on the

material that can lead to dangerously sharp edges forming is

virtually eliminated.

Conclusion: the contact area for the thumb is comfortable to

use and its attachment at the release hole functions super-

bly. Thanks to its stainless steel design, the device is small

and lightweight. The braking mechanism works superbly. The

Mega Jul heralds the birth of a compact, safer all-round belay

device that covers all climbing requirements.

Page 32: BELAY DEVICE HANDBOOK - Edelrid

NORMS AND STANDARDS

32 www.edelrid.de

Climbing is all about trust. We trust our belay devices and our partners with our lives. To ensure that this is not

simply a matter of blind faith, all our belay devices conform to strict internal and elaborate external standards.

This is the only way to guarantee that a device will reliably perform its duties, providing that it is used properly.

At EDELRID, we view the following norms and standards as minimum requirements. EDELRID belay devices not

only fulfil, but also exceed these standards.

CE mark (European Conformity) This symbol indicates that the manufacturer confirms their responsibility; it shows that a

product meets all the relevant European Union requirements. It is the technical passport that

is required before a product can be sold within the European Union. However, it is not man-

datory for all product groups. For example, manual braking devices do not require a CE mark

and are not bound by a European standard. The CE mark means that a product complies with

all the relevant requirements and that it is officially certified. The number after the CE sym-

bol, indicates the certification body, e.g. CE 0123 stands for TÜV SÜD Product Service

GmbH.

ISO 9001ISO 9001 is internationally-recognised quality management system certification. This

standard is used to define, establish, and maintain effective quality manufacturing proces-

ses in order to assure the quality of a product.

EN Standards The European Standards (European Norms EN) are technical rules and definitions that

have been drawn up specifically for products and product groups requiring standardisa-

tion. European standards ensure uniform standardisation across Europe. An EN symbol is

always indicated with the number of the standard. The standards for belay devices are EN

15151-1 for braking devices with manually assisted locking (e.g. semi-automatic devices)

and EN 15151-2 for manual braking devices (e.g. tubular belay devices). Products with an

EN standard fulfil prescribed safety standards and have passed a type inspection conduc-

ted by a testing institute. However, external testing is not mandatory for all product groups

(e.g. manual braking devices). In such cases, the manufacturer is exempted and allowed

to test products with internal quality control procedures.

UIAAThis symbol shows that a product fulfils the requirements of the International Union of

Alpine Associations (UIAA) standard. It is a special standard for climbing and mountainee-

ring products. The UIAA has been developing practice-driven standards for decades. UIAA

standards conform with EN standards, but are not binding.

EN

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33

Page 34: BELAY DEVICE HANDBOOK - Edelrid

All our belay and abseil devices comply with these standards and have undergone the required testing. In the

next section, we’ll demonstrate how belay devices are tested to fulfil EN standards 15151-1 and 15151-2.

Test methods according to 15151-1 The European Standard 15151-1 defines the safety requirements and test methods for “braking devices with

manually assisted locking”, i.e. ‘semi-automatic’ or ‘auto-locking’ belay devices, such as the EDELRID Eddy. To

meet the requirements of this standard, these belay devices have to pass three tests. In all three tests the

braking rope is not fixed. This means that the test set-up simulates letting go of the braking rope, i.e. the worst

possible belaying error. During testing, the thinnest diameter rope is used – as specified in the manufacturer’s

user manual. All tested belay devices display the permitted rope diameters and the standard according to which

they have been tested.

The first test is a blocking load test. The belay device is put in blocking position and loaded with 2 kN (which

corresponds to ca 200 kg). The rope is permitted maximum slippage of 30 cm and there must be no damage

to the device or the rope. If the device is intended for use with twin ropes, it’s tested with two strands.

The second test is the static strength test. The rope is attached to a fixed anchor point knot. The incoming rope

is given a stopper knot, clamp or plate to prevent it from running into the device. With the belay device blocked,

it’s loaded for one minute with 8 kN (800kg). Again, the device shall not break nor release the loaded rope.

The final test assesses dynamic performance when belaying. The rope is connected to an 80 kg test mass. This

is then dropped three times from a height of one metre above the belay device. The average slippage of the

rope through the belay device may need exceed 1.50 m. Moreover, maximum slippage in any of the three tests

is not allowed to exceed 1.8 m.

34 www.edelrid.de

F

F = 8 kN for 60 s

F

F = 2 kN for 60 s

2000

mm

1500

mm

80 kg

NORMS AND STANDARDS

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35

Test methods according to 15151-2 The European Standard 15151-2 governs the safety requirements and test methods for “manual braking

devices”, i.e. tubular devices, including devices with assisted braking, such as the Mega Jul.

In the static strength test, these types of belay device have to withstand a force of 7 kN (700 kg) for single

ropes and twin ropes and 5 kN (500kg) for a half ropes (one strand) for one minute and are not allowed to

release the loaded rope. The test is carried out with ropes of both the maximum and minimum diameter speci-

fied in the manufacturer’s instructions for use. There is one key difference to the tests for semi-automatic

devices (EN 15151-1) – the braking rope is fixed. Why? Because dynamic belay devices are only designed to

increase your own braking force. Should you let go of the braking rope, there is no way to arrest a fall. As a

result, these belay devices are only tested with the braking rope fixed to an attachment point. A second test is

carried out for devices designed to be used as a direct belay anchor, i.e. if the belay device has an additional

attachment point (for example a hole) for releasing it to bring up a second in guide mode. If this is the case, the

belay device has to be able to withstand a force of 8 kN for one minute.

F = 7 kN/5 kN for 60 s

30°F = 8 kN for 60 s

Page 36: BELAY DEVICE HANDBOOK - Edelrid

INDEX

Belaying with an Italian hitch

Blocking load test

Body dynamics

Braking hand principle

Braking mechanism

Braking performance

CE mark (European Conformity)

Development process

Dülfersitz

Dynamic belaying

Dynamic braking action

Dynamic test

Edges

Figure of eight

Functional prototype

Gloves

Hemp rope

HMS carabiner

HMS carabiner positioning

Intended purpose

ISO 9001

Italian hitch

Locking carabiner

Lowering lever

Manual belay devices

Manually assisted locking

Ohm

Panic and grasp reflex

Panic locking element

Prototype

Quality management

Release hole

Release lever

Requirements profile

Rope

Rope diameter

Rope run through

Rubber retainer

Safety reserves

Sensor hand

Sheath condition

Single tubular belay device

Spotting

Standards

Static strength test

Sticht plate

Testing institute

Tubular belay device

Tubular belay device with assisted braking

UIAA

Weight bag

Weight difference

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Disclaimer: this handbook provides information about the different types of climbing equipment and its uses. The contents only provide an overview and make no claim to be exhaustive. In addition, we would also like to point out that the techniques shown in this booklet are not a substitute for reading the user manual belonging to the relevant product or reading the appropriate standard literature. Mountaineering, climbing and working at heights or underground often involve hidden risks and dangers from external factors. A risk of accidents cannot be ruled out. For more detailed and in-depth information, please refer to the applicable literature. However, even user manuals and instructions will never be a substitute for experience, personal responsibility and knowledge of the risks involved in mountaineering, climbing and working at heights or under-ground. They do not release the user from taking responsibility. The equipment may only be used by trained, experienced people or under appropriate supervision and instruction. Before using the equipment, users must first familiarize themselves with how to use it correctly in a safe environment.The manufacturer cannot be held liable if the equipment is misused and/or used incorrectly. Users and or the persons responsible will bear the responsi-bility and risks in all cases.