Fishing Reel
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A fishing reel is a hand- cranked
reel A reel is an object around which a length of another material (usually long and flexible) is wound for storage (usually hose are wound around a reel). Generally a reel has a cylindrical core (known as a '' spool'') with flanges around the en ...
used in
angling Angling is a fishing technique that uses a fish hook or "angle" (from Old English ''angol'') attached to a fishing line to tether individual fish in the mouth. The fishing line is usually manipulated via a fishing rod, although rodless techniqu ...
to wind and stow
fishing line A fishing line is a flexible, high-tensile cord used in angling to tether and pull in fish, in conjunction with at least one hook. Fishing lines are usually pulled by and stored in a reel, but can also be retrieved by hand, with a fixed attachm ...
, typical mounted onto a
fishing rod A fishing rod is a long, thin rod used by angling, anglers to fishing, catch fish by manipulating a fishing line, line ending in a fish hook, hook (formerly known as an ''angle'', hence the term "angling"). At its most basic form, a fishing ...
, but may also be used to retrieve a tethered
arrow An arrow is a fin-stabilized projectile launched by a bow. A typical arrow usually consists of a long, stiff, straight shaft with a weighty (and usually sharp and pointed) arrowhead attached to the front end, multiple fin-like stabilizers c ...
when
bowfishing Bowfishing is a method of hunting fish that uses specialized archery equipment to lethally shoot and retrieve the animal. Fish are shot with a barbed arrow that is attached with a special line to a reel mounted on a bow or crossbow. Historically, ...
. Modern
recreational fishing Recreational fishing, also called sport fishing or game fishing, is fishing for leisure, exercise or competition. It can be contrasted with commercial fishing, which is professional fishing for profit; or subsistence fishing, which is fishing ...
reels usually have fittings aiding in
casting Casting is a manufacturing process in which a liquid material is usually poured into a mold, which contains a hollow cavity of the desired shape, and then allowed to solidify. The solidified part is also known as a ''casting'', which is ejected ...
for distance and accuracy, as well as controlling the speed and tension of line retrieval to avoid line snap and
hook A hook is a tool consisting of a length of material, typically metal, that contains a portion that is curved or indented, such that it can be used to grab onto, connect, or otherwise attach itself onto another object. In a number of uses, one e ...
dislodgement. Fishing reels are traditionally used in
angling Angling is a fishing technique that uses a fish hook or "angle" (from Old English ''angol'') attached to a fishing line to tether individual fish in the mouth. The fishing line is usually manipulated via a fishing rod, although rodless techniqu ...
and competitive casting. They are typically attached near the handle of a fishing rod, though some specialized reels with pressure sensors for immediate retrieval are equipped on downrigger systems which are mounted directly to an ocean-going sport boat's
gunwale The gunwale () is the top edge of the hull of a ship or boat. Originally the structure was the "gun wale" on a sailing warship, a horizontal reinforcing band added at and above the level of a gun deck to offset the stresses created by firing ...
s or
transom Transom may refer to: * Transom (architecture), a bar of wood or stone across the top of a door or window, or the window above such a bar * Transom (nautical), that part of the stern of a vessel where the two sides of its hull meet * Operation Tran ...
s and are used for "deep drop" and
trolling In slang, a troll is a person who posts or makes inflammatory, insincere, digressive, extraneous, or off-topic messages online (such as in social media, a newsgroup, a forum, a chat room, a online video game), or in real life, with the i ...
. The earliest fishing reel was invented in
China China, officially the People's Republic of China (PRC), is a country in East Asia. It is the world's most populous country, with a population exceeding 1.4 billion, slightly ahead of India. China spans the equivalent of five time zones and ...
at least since the
Song dynasty The Song dynasty (; ; 960–1279) was an imperial dynasty of China that began in 960 and lasted until 1279. The dynasty was founded by Emperor Taizu of Song following his usurpation of the throne of the Later Zhou. The Song conquered the rest ...
, as shown by detailed illustration of an angler fishing with reel from
Chinese painting Chinese painting () is one of the oldest continuous artistic traditions in the world. Painting in the traditional style is known today in Chinese as ''guó huà'' (), meaning "national painting" or "native painting", as opposed to Western style ...
s and records beginning about 1195 AD, although sporadic textual descriptions of line wheels used for angling had existed since the
3rd century The 3rd century was the period from 201 ( CCI) to 300 (CCC) Anno Domini (AD) or Common Era (CE) in the Julian calendar.. In this century, the Roman Empire saw a crisis, starting with the assassination of the Roman Emperor Severus Alexander ...
. These early fishing reel designs were likely derived from
winch A winch is a mechanical device that is used to pull in (wind up) or let out (wind out) or otherwise adjust the tension of a rope or wire rope (also called "cable" or "wire cable"). In its simplest form, it consists of a spool (or drum) attache ...
es/
windlass The windlass is an apparatus for moving heavy weights. Typically, a windlass consists of a horizontal cylinder (barrel), which is rotated by the turn of a crank or belt. A winch is affixed to one or both ends, and a cable or rope is wound arou ...
es and roughly resemble the modern centerpin reels. Fishing reels first appeared in the
Western Hemisphere The Western Hemisphere is the half of the planet Earth that lies west of the prime meridian (which crosses Greenwich, London, United Kingdom) and east of the antimeridian. The other half is called the Eastern Hemisphere. Politically, the term We ...
in
England England is a country that is part of the United Kingdom. It shares land borders with Wales to its west and Scotland to its north. The Irish Sea lies northwest and the Celtic Sea to the southwest. It is separated from continental Europe b ...
around 1650 AD. An incident is disclosed in an excerpt from author Thomas Barker found in his book, ''The Art of Angling: wherein are discovered many rare secrets, very necessary to be knowne by all that delight in that recreation'': In the 1760s,
London London is the capital and largest city of England and the United Kingdom, with a population of just under 9 million. It stands on the River Thames in south-east England at the head of a estuary down to the North Sea, and has been a majo ...
tackle shops were advertising multiplying or gear-retrieved reels. The first popular American fishing reel appeared in the
United States The United States of America (U.S.A. or USA), commonly known as the United States (U.S. or US) or America, is a country primarily located in North America. It consists of 50 states, a federal district, five major unincorporated territorie ...
around 1820. During the second half of the 20th century,
Japan Japan ( ja, 日本, or , and formally , ''Nihonkoku'') is an island country in East Asia. It is situated in the northwest Pacific Ocean, and is bordered on the west by the Sea of Japan, while extending from the Sea of Okhotsk in the north ...
ese and
Scandinavia Scandinavia; Sámi languages: /. ( ) is a subregion#Europe, subregion in Northern Europe, with strong historical, cultural, and linguistic ties between its constituent peoples. In English usage, ''Scandinavia'' most commonly refers to Denmark, ...
n reel makers such as
Shimano , originally and later , is a Japanese multinational manufacturing company for cycling components, fishing tackles and rowing equipment, who also produced golf supplies until 2005 and snowboarding gear until 2008. Named after founder Shozaburo ...
, Daiwa and
ABU Garcia ABU Garcia, originally AB Urfabriken (Swedish: "Watch Factory Ltd."), then ABU Svängsta, is a fishing reel and equipment manufacturing company founded in Svängsta, Sweden, and is now owned by Pure Fishing conglomerate of the United States. ...
, previously all
precision engineering Precision engineering is a subdiscipline of electrical engineering, software engineering, electronics engineering, mechanical engineering, and optical engineering concerned with designing machines, fixtures, and other structures that have excepti ...
manufacturers for
biking Cycling, also, when on a two-wheeled bicycle, called bicycling or biking, is the use of cycles for transport, recreation, exercise or sport. People engaged in cycling are referred to as "cyclists", "bicyclists", or "bikers". Apart from two ...
equipments and
watchmaking A watchmaker is an artisan who makes and repairs watches. Since a majority of watches are now factory-made, most modern watchmakers only repair watches. However, originally they were master craftsmen who built watches, including all their par ...
, began rising to dominate the world market.


History


Origins in China

In literary records, the earliest evidence of the fishing reel comes from a 3rd-century AD
Chinese Chinese can refer to: * Something related to China * Chinese people, people of Chinese nationality, citizenship, and/or ethnicity **''Zhonghua minzu'', the supra-ethnic concept of the Chinese nation ** List of ethnic groups in China, people of ...
work entitled '' Lives of Famous Immortals'', where the term "angling lathe" (釣車) was used.
Tang dynasty The Tang dynasty (, ; zh, t= ), or Tang Empire, was an Dynasties in Chinese history, imperial dynasty of China that ruled from 618 to 907 AD, with an Zhou dynasty (690–705), interregnum between 690 and 705. It was preceded by the Sui dyn ...
poet
Lu Guimeng Lu Guimeng (; died 881), courtesy name Luwang (), was a recluse Chinese poet of the Tang dynasty. He lived in seclusion at Puli near Suzhou. His pseudonyms included Mr. Puli (), Tiansuizhi (), and Jianghu Sanren (). He and his friend, the fell ...
(?–881) and his friend
Pi Rixiu Pi Rixiu (; ca. 834 – 883) was a Tang dynasty poet. His courtesy names were Yishao () and Ximei (), and he wrote under the pen name Lumenzi (). Pi was a contemporary of poet Lu Guimeng; these two poets are often referred to as Pi-Lu. Pi was bor ...
(834–883), both avid anglers, frequently mentioned "angling lathe" and "angle-fishing wheel" (釣魚輪) in their fishing poems, with Pi even describing a gift reel he received as "an angle-handled wheel
hat A hat is a head covering which is worn for various reasons, including protection against weather conditions, ceremonial reasons such as university graduation, religious reasons, safety, or as a fashion accessory. Hats which incorporate mecha ...
is smooth and light" (角柄孤輪細膩輕).
Song dynasty The Song dynasty (; ; 960–1279) was an imperial dynasty of China that began in 960 and lasted until 1279. The dynasty was founded by Emperor Taizu of Song following his usurpation of the throne of the Later Zhou. The Song conquered the rest ...
poets, such as
Huang Tingjian Huang Tingjian (; 1045–1105) was a Chinese calligrapher, painter, and poet of the Song dynasty. He is predominantly known as a calligrapher, and is also admired for his painting and poetry. He was one of the Four Masters of the Song Dynasty () ...
(1045–1105) and
Yang Wanli Yang Wanli (or Yang Wan-Li) (楊萬里) (1127–1206), Courtesy name Yanxiu (延秀), was a Chinese poet and politician, born in Jishui, Jizhou (today Jishui County, Jiangxi). He was one of the "four masters" of Southern Song Dynasty poetry. Wr ...
(1127–1206), also made reference to "angling lathe" in
lyrics Lyrics are words that make up a song, usually consisting of verses and choruses. The writer of lyrics is a lyricist. The words to an extended musical composition such as an opera are, however, usually known as a "libretto" and their writer, a ...
involving lakes and
fishing boat A fishing vessel is a boat or ship used to catch fish in the sea, or on a lake or river. Many different kinds of vessels are used in commercial, artisanal and recreational fishing. The total number of fishing vessels in the world in 2016 was ...
s.
Northern Song Northern may refer to the following: Geography * North, a point in direction * Northern Europe, the northern part or region of Europe * Northern Highland, a region of Wisconsin, United States * Northern Province, Sri Lanka * Northern Range, a r ...
scientist
Shen Kuo Shen Kuo (; 1031–1095) or Shen Gua, courtesy name Cunzhong (存中) and pseudonym Mengqi (now usually given as Mengxi) Weng (夢溪翁),Yao (2003), 544. was a Chinese polymathic scientist and statesman of the Song dynasty (960–1279). Shen wa ...
(1031–1095) even once wrote in a
travel book The genre of travel literature encompasses outdoor literature, guide books, nature writing, and travel memoirs. One early travel memoirist in Western literature was Pausanias (geographer), Pausanias, a Greek geographer of the 2nd century CE. In ...
that "angling uses wheeled rod, rod uses purple bamboo, the wheel is not to be large, the rod shouldn't be long, but oucan angle if the line is long" (釣用輪竿,竿用紫竹,輪不欲大,竿不宜長,但絲長則可釣耳). The earliest known graphical depiction of a fishing reel, according to
Joseph Needham Noel Joseph Terence Montgomery Needham (; 9 December 1900 – 24 March 1995) was a British biochemist, historian of science and sinologist known for his scientific research and writing on the history of Chinese science and technology, in ...
, comes from a
Southern Song The Song dynasty (; ; 960–1279) was an Dynasties in Chinese history, imperial dynasty of China that began in 960 and lasted until 1279. The dynasty was founded by Emperor Taizu of Song following his usurpation of the throne of the Later Zhou. ...
(1127–1279) painting done in 1195 by Ma Yuan (c. 1160–1225) called "Angler on a Wintry Lake". The painting, currently in collection at
Tokyo National Museum The or TNM is an art museum in Ueno Park in the Taitō ward of Tokyo, Japan. It is one of the four museums operated by the National Institutes for Cultural Heritage ( :ja:国立文化財機構), is considered the oldest national museum in Japan, ...
after the looting of the Old Summer Palace, showing a man sitting on a small
sampan A sampan is a relatively flat-bottomed Chinese and Malay wooden boat. Some sampans include a small shelter on board and may be used as a permanent habitation on inland waters. The design closely resembles Western hard chine boats like th ...
boat while casting out his
fishing line A fishing line is a flexible, high-tensile cord used in angling to tether and pull in fish, in conjunction with at least one hook. Fishing lines are usually pulled by and stored in a reel, but can also be retrieved by hand, with a fixed attachm ...
.Needham (1986), Volume 4, Part 2, 100 & PLATE CXLVII. Another fishing reel was featured in a painting by Wu Zhen (1280–1354). The book ''Tianzhu lingqian'' (Holy Lections from Indian Sources), printed sometime between 1208 and 1224, features two different woodblock print illustrations of fishing reels being used. An
Armenia Armenia (), , group=pron officially the Republic of Armenia,, is a landlocked country in the Armenian Highlands of Western Asia.The UNbr>classification of world regions places Armenia in Western Asia; the CIA World Factbook , , and ''Ox ...
n parchment Gospel of the 13th century shows a reel (though not as clearly depicted as the Chinese ones). The ''
Sancai Tuhui ''Sancai Tuhui'' (, ), compiled by Wang Qi () and his son Wang Siyi (), is a Chinese ''leishu'' encyclopedia, completed in 1607 and published in 1609 during the late Ming dynasty, featuring illustrations of subjects in the three worlds of heaven ...
'', a
Chinese encyclopedia Chinese encyclopedias comprise both Chinese-language encyclopedias and foreign-language ones about China or Chinese topics. There is a type of native Chinese reference work called ''leishu'' (lit. "categorized writings") that is sometimes transla ...
published in 1609, features the next known picture of a fishing reel and vividly shows the
windlass The windlass is an apparatus for moving heavy weights. Typically, a windlass consists of a horizontal cylinder (barrel), which is rotated by the turn of a crank or belt. A winch is affixed to one or both ends, and a cable or rope is wound arou ...
pulley of the device. These five pictures are the only ones which feature fishing reels before the year 1651.


Development in England

The first
English English usually refers to: * English language * English people English may also refer to: Peoples, culture, and language * ''English'', an adjective for something of, from, or related to England ** English national ide ...
book on fishing is "A Treatise of Fishing with an Angle" in 1496 (its spelling respective to the manner of the date is ''The Treatyse of Fysshynge with an Angle). However, the book did not mention a reel. A primitive reel was first cited in the book ''The Art of Angling'' by Thomas Barker ('' fl''.1591–1651), first published in 1651. Fishing reels first appeared in England around the 1650s, a time of growing interest in
fly fishing Fly fishing is an angling method that uses a light-weight lure—called an artificial fly—to catch fish. The fly is cast using a fly rod, reel, and specialized weighted line. The light weight requires casting techniques significantly diffe ...
. The fishing industry became commercialized in the 18th century, with rods and tackle being sold at the
haberdashers In British English, a haberdasher is a business or person who sells small articles for sewing, dressmaking and knitting, such as buttons, ribbons, and zippers; in the United States, the term refers instead to a retailer who sells men's clothin ...
store. After the
Great Fire of London The Great Fire of London was a major conflagration that swept through central London from Sunday 2 September to Thursday 6 September 1666, gutting the medieval City of London inside the old Roman city wall, while also extending past the ...
in 1666, artisans moved to
Redditch Redditch is a town, and local government district, in north-east Worcestershire, England, approximately south of Birmingham. The district has a population of 85,000 as of 2019. In the 19th century, it became the international centre for the ...
which became a centre of production of fishing related products from the 1730s.
Onesimus Ustonson Onesimus Ustonson (April 1736 – after 1783) was an English manufacturer of fishing tackle. He invented the multiplying reel, and supplied fishing tackle to the naturalist Joseph Banks for the second voyage of James Cook, 1772–1775. The firm o ...
established his trading shop in 1761, and his establishment remained as a market leader for the next century. He received a Royal Warrant from three successive monarchs starting with King
George IV George IV (George Augustus Frederick; 12 August 1762 – 26 June 1830) was King of the United Kingdom of Great Britain and Ireland and King of Hanover from the death of his father, King George III, on 29 January 1820, until his own death ten y ...
. Some have credited Onesimus with the invention of the fishing reel - he was certainly the first to advertise its sale. Early multiplying reels were wide and had a small diameter, and their gears, made of
brass Brass is an alloy of copper (Cu) and zinc (Zn), in proportions which can be varied to achieve different mechanical, electrical, and chemical properties. It is a substitutional alloy: atoms of the two constituents may replace each other with ...
, often wore down after extensive use. His earliest advertisement in the form of a trading card date from 1768 and was entitled ''To all lovers of angling''. A full list of the tackles he sold included artificial flies, and 'the best sort of multiplying brass winches both stop and plain'. The commercialization of the industry came at a time of expanded interest in fishing as a recreational hobby for members of the
aristocracy Aristocracy (, ) is a form of government that places strength in the hands of a small, privileged ruling class, the aristocracy (class), aristocrats. The term derives from the el, αριστοκρατία (), meaning 'rule of the best'. At t ...
. Modern reel design had begun in England during the latter part of the 18th century, and the predominant model in use was known as the '
Nottingham Nottingham ( , East Midlands English, locally ) is a city status in the United Kingdom, city and Unitary authorities of England, unitary authority area in Nottinghamshire, East Midlands, England. It is located north-west of London, south-east ...
reel'. The reel was a wide drum which spooled out freely, and was ideal for allowing the bait to drift along way out with the current. Tackle design began to improve from the 1880s. The introduction of new woods to the manufacture of fly rods made it possible to cast flies into the wind on
silk Silk is a natural protein fiber, some forms of which can be woven into textiles. The protein fiber of silk is composed mainly of fibroin and is produced by certain insect larvae to form cocoons. The best-known silk is obtained from the coc ...
lines, instead of
horse hair Horsehair is the long hair growing on the manes and tails of horses. It is used for various purposes, including upholstery, brushes, the bows of musical instruments, a hard-wearing fabric called haircloth, and for horsehair plaster, a wallcov ...
. These lines allowed for a much greater casting distance. A negative consequence of this, was that it became easy for the much longer line to get into a tangle. This problem spurred the invention of the regulator to evenly spool the line out and prevent tangling.
Albert Illingworth, 1st Baron Illingworth Albert Holden Illingworth, 1st Baron Illingworth PC (25 May 1865 – 23 January 1942), was a British businessman and Liberal politician. He served as Postmaster General between 1916 and 1921 in David Lloyd George's coalition government. Backg ...
a textiles magnate, patented the modern form of fixed-spool spinning reel in 1905. When casting Illingworth's reel design, the line was drawn off the leading edge of the spool, but was restrained and rewound by a line pickup, a device which orbits around the stationary spool. Because the line did not have to pull against a rotating spool, much lighter lures could be cast than with conventional reels.


Development in the United States

Geared multiplying reels never successfully caught on in Britain, but had more success in the
United States The United States of America (U.S.A. or USA), commonly known as the United States (U.S. or US) or America, is a country primarily located in North America. It consists of 50 states, a federal district, five major unincorporated territorie ...
, where English models were modified by George W. Snyder (c.1780-1841), a skillful
watchmaker A watchmaker is an artisan who makes and repairs watches. Since a majority of watches are now factory-made, most modern watchmakers only repair watches. However, originally they were master craftsmen who built watches, including all their par ...
and
silversmith A silversmith is a metalworker who crafts objects from silver. The terms ''silversmith'' and ''goldsmith'' are not exactly synonyms as the techniques, training, history, and guilds are or were largely the same but the end product may vary great ...
in
Paris, Kentucky Paris is a home rule-class city in Bourbon County, Kentucky. It lies northeast of Lexington on the Stoner Fork of the Licking River. Paris is the seat of its county and forms part of the Lexington–Fayette Metropolitan Statistical Area. As ...
, into his own bait-casting reel named the Kentucky Reel, the first American-made design in 1810. Snyder's first reel was made for his own angling use, but afterward he made reels for members of his club. Without
patent A patent is a type of intellectual property that gives its owner the legal right to exclude others from making, using, or selling an invention for a limited period of time in exchange for publishing an enabling disclosure of the invention."A p ...
or
trademark A trademark (also written trade mark or trade-mark) is a type of intellectual property consisting of a recognizable sign, design, or expression that identifies products or services from a particular source and distinguishes them from others ...
protection, Snyder's Kentucky Reel was quickly copied by many others, including Meek, Milam, Sage, Hardman and Gayle. These artisans were trained in jewelry fabrication and were experienced in cutting gears, constructing small parts, and doing precision work. In time, the Kentucky Reel was
mass-produced Mass production, also known as flow production or continuous production, is the production of substantial amounts of standardized products in a constant flow, including and especially on assembly lines. Together with job production and batch ...
by the emerging factories located in the
Northeast The points of the compass are a set of horizontal, radially arrayed compass directions (or azimuths) used in navigation and cartography. A compass rose is primarily composed of four cardinal directions—north, east, south, and west—each se ...
, where they could be produced at a fraction of the cost and time required for hand-built construction. The availability of more affordable fly reels greatly stimulated the sales and popularity of fly fishing equipment, and was soon applied to bait casting reels, resulting in a surge in the popularity of fishing as a pastime among all levels of American society. The American, Charles F. Orvis, designed and distributed a novel reel and fly design in 1874, described by reel historian Jim Brown as the "benchmark of American reel design," and the first fully modern fly reel.Brown, Jim. ''A Treasury of Reels: The Fishing Reel Collection of The American Museum of Fly Fishing.'' Manchester, Vermont: The American Museum of Fly Fishing, 1990.Schullery, Paul. ''The Orvis Story: 150 Years of an American Sporting Tradition.'' Manchester, Vermont, The Orvis Company, Inc., 2006 The founding of The Orvis Company helped institutionalize fly fishing by supplying angling equipment via the circulation of his tackle catalogs, distributed to a small but devoted customer list.


Types


Centrepin reel

The centrepin reel (or centerpin, center pin, or float reel) is a single-action reel which runs freely enough on its axle ("centrepin"). The centrepin reel is historically and currently used for
coarse fishing In Britain and Ireland, coarse fishing (, ) refers to angling for rough fish, which are fish species traditionally considered undesirable as a food or game fish. Freshwater game fish are all salmonids — most particularly salmon, trout and cha ...
. Instead of a mechanical drag, the angler's thumb is typically used to control the fish. Fishing in the margins for carp or other heavy fish with relatively light tackle is very popular with a 'pin' and is often used for 'trotting' a method in which a float on the line suspends a bait a certain depth to flow with the current along the waterway. During the 1950s and 1960s, many anglers in
England England is a country that is part of the United Kingdom. It shares land borders with Wales to its west and Scotland to its north. The Irish Sea lies northwest and the Celtic Sea to the southwest. It is separated from continental Europe b ...
began fishing with a centrepin reel. Despite this, the centrepin is today mostly used by coarse anglers, who remain a small proportion of the general fishing population. A special class of centrepin reel known as the fly reel, used specifically for
fly fishing Fly fishing is an angling method that uses a light-weight lure—called an artificial fly—to catch fish. The fly is cast using a fly rod, reel, and specialized weighted line. The light weight requires casting techniques significantly diffe ...
, is normally operated by manually stripping the line off the reel with one hand, while casting the rod with the other hand. The main purpose of a fly reel is to help cast ultralight
fly lure An artificial fly or fly lure is a type of fishing lure, usually used in the sport of fly fishing (although they may also be used in other forms of angling). In general, artificial flies are an imitation of aquatic insects that are natural food of ...
s and provide smooth uninterrupted
tension Tension may refer to: Science * Psychological stress * Tension (physics), a force related to the stretching of an object (the opposite of compression) * Tension (geology), a stress which stretches rocks in two opposite directions * Voltage or el ...
(drag) when a fish makes a long run, and counterbalance the weight of the fly rod when casting. When used in
fly fishing Fly fishing is an angling method that uses a light-weight lure—called an artificial fly—to catch fish. The fly is cast using a fly rod, reel, and specialized weighted line. The light weight requires casting techniques significantly diffe ...
, the fly reel or fly casting reel has traditionally been rather simple in terms of mechanical construction, and little has changed from the design patented by Charles F. Orvis of
Vermont Vermont () is a state in the northeast New England region of the United States. Vermont is bordered by the states of Massachusetts to the south, New Hampshire to the east, and New York to the west, and the Canadian province of Quebec to ...
in 1874.Henshall 1881 Orvis first introduced the idea of using light metals with multiple perforated holes to construct the housing, resulting in a lighter reel that also allowed the spooled fly line to dry more quickly than a conventional, solid-sided design. Early fly reels placed the crank handle on the right side of the reel. Most had no drag mechanism, but were fitted with a click/pawl mechanism intended to keep the reel from overrunning when line was pulled from the spool. To slow a fish, the angler simply applied hand pressure to the rim of the revolving spool (known as "palming the rim"). Later, these click/pawl mechanisms were modified to provide a limited adjustable drag of sorts. Although adequate for smaller fish, these did not possess a wide adjustment range or the power to slow larger fish. At one time, multiplier fly reels were widely available. These reels had a geared line retrieve of 2:1 or 3:1 that allowed faster retrieval of the fly line. However, their additional weight, complexity and expense did not justify the advantage of faster line retrieval in the eyes of many anglers. As a result, today they are rarely used, and have largely been replaced by large-arbor designs with large diameter spools for faster line retrieval. Automatic fly reels use a coiled spring mechanism that pulls the line into the reel with the flick of a lever. Automatic reels tend to be heavy for their size, and have limited line capacity. Automatic fly reels peaked in popularity during the 1960s, and since that time they have been outsold many times over by manual fly reels. Modern fly reels typically have more sophisticated disc-type drag systems made of composite materials that feature increased adjustment range, consistency, and resistance to high temperatures from drag friction. Most of these fly reels also feature large-arbor spools designed to reduce line memory, maintain consistent drag and assist the quick retrieval of slack line in the event a hooked fish makes a sudden run towards the angler. Most modern fly reels are ambidextrous, allowing the angler to place the crank handle of the reel on either the right or the left side as desired. Saltwater fly reels are designed specifically for use in an ocean environment. Saltwater fly reels are normally large-arbor designs, having a much larger diameter spool than most freshwater fly reels. These large arbor reels provide an improved retrieve ratio and considerably more line and backing capacity, optimizing the design for the long runs of powerful ocean
game fish Game fish, sport fish or quarry refer to popular fish pursued by recreational anglers, and can be freshwater or saltwater fish. Game fish can be eaten after being caught, or released after capture. Some game fish are also targeted commerciall ...
. To prevent corrosion, saltwater fly reels often use aerospace
aluminum Aluminium (aluminum in American and Canadian English) is a chemical element with the symbol Al and atomic number 13. Aluminium has a density lower than those of other common metals, at approximately one third that of steel. It has ...
frames and spools, electroplated and/or
stainless steel Stainless steel is an alloy of iron that is resistant to rusting and corrosion. It contains at least 11% chromium and may contain elements such as carbon, other nonmetals and metals to obtain other desired properties. Stainless steel's corros ...
components, with sealed and waterproof bearing and drive mechanisms. ; Fly reel operation Fly reels are normally manual, single-action designs. Rotating a handle on the side of the reel rotates the spool which retrieves the line, usually at a 1:1 ratio (i.e., one complete revolution of the handle equals one revolution of the spool). Fly reels are one of the simplest reels and have far fewer parts than a spinning reel. The larger the fish the more important the reel becomes. On the outside of the reel there are two levels of knobs these are the spool release and the drag adjustment. ; Fly reel drag systems Fly-reel drag systems have two purposes. One, they prevent spool overrun when stripping line from the reel while casting, and two, to tire out running fish by exerting pressure on the line that runs in the opposite direction. There are four main drag systems that are used with the fly reel. These are the ratchet-and-pawl, caliper drags, disc drags, and center-line drags. The ratchet-and-pawl drag clicks automatically while the spool is spinning. The caliper drag causes the calipers to brush up against the reel spool. A disc drag is when pressure is applied on the plates which then applies pressure on the spool. Center-line drags also known as the best kind of drag because the pressure is directly on the spool close to the axis of rotation.


Sidecast reel

The sidecast reel takes elements of the design of the centrepin reel, but adds a bracket that allows the reel to be rotated 90° for casting and then returned to the original position to retrieve line. In the casting position, the spool face is perpendicular to the rod and the axle is parallel, and the line is free to slide off the side of the spool. The advantage of such design is that the reel is direct-driven, and during casting the line release is as smooth as that of a spinning reel, but it does require an extra hand movement to start reeling. Sidecast reels are popular with anglers in
Australia Australia, officially the Commonwealth of Australia, is a Sovereign state, sovereign country comprising the mainland of the Australia (continent), Australian continent, the island of Tasmania, and numerous List of islands of Australia, sma ...
for all forms of freshwater and saltwater fishing. Most common is their use for surf fishing (beachcasting), or off the rocks, often with a larger diameter spool () and paired with a surfcasting rod. The most famous brand of sidecast reels is Alvey Reels, a
Brisbane Brisbane ( ) is the capital and most populous city of the states and territories of Australia, Australian state of Queensland, and the list of cities in Australia by population, third-most populous city in Australia and Oceania, with a populati ...
-based fishing tackle manufacturer established in 1920.


Conventional reel

The conventional reel or trolling reel is also known as the multiplier reel because of the use of an internal
gear train A gear train is a mechanical system formed by mounting gears on a frame so the teeth of the gears engage. Gear teeth are designed to ensure the pitch circles of engaging gears roll on each other without slipping, providing a smooth transmission ...
design that create a greater number of turns for the spool for every turn of the crank handle during line retrieve.Henshall 1881, p. 244. A multiplying reel uses a
gear A gear is a rotating circular machine part having cut teeth or, in the case of a cogwheel or gearwheel, inserted teeth (called ''cogs''), which mesh with another (compatible) toothed part to transmit (convert) torque and speed. The basic pr ...
system to produce two or more revolutions of the central shaft (spool) for every revolution of the crank handle.
It can be mounted (more often) above or below the rod handle, with the spool axis being perpendicular to the rod. In such a setup the line does not go over the end of the spool like it does with a spinning reel. Most modern conventional reels have a ''line guide'' that slides left and right when cranking to ensure a more even wrapping of the line onto the spool. There are two types of trolling reels depending on the drag system design, namely the star drag reels and lever drag reels. Star drag reels are like most baitcasters, because they have a star-shaped drag control knob used to apply drag as well as a little lever to put them into free spool. The lever drag reel uses a drag lever to perform both functions as it can apply drag and put the reel into free spool. With either type, care must be taken to prevent backlash while they are in free spool. Keeping a thumb on the spool is one way to prevent a free spool backlash. Some smaller sizes of conventional reels can be cast, but large conventional reels are not meant for casting; the larger they are the more difficult they become to cast. Conventional reels are for really big fish and are usually used offshore. As a tool for
Deep-sea fishing Fishing is the activity of trying to catch fish. Fish are often caught as wildlife from the natural environment, but may also be caught from stocked bodies of water such as ponds, canals, park wetlands and reservoirs. Fishing techniques inclu ...
, they are mostly designed for trolling but can also be used for drift fishing, butterfly jigging and "deep drop" fishing. They are usually mounted on short, often very stiff rods called "boat" rods.


Baitcasting reel

The baitcasting reel or baitcaster is a multiplying reel like the conventional reel, but with a lighter spool and a higher, more forwardly positioned line guide to facilitate farther and smoother
casting Casting is a manufacturing process in which a liquid material is usually poured into a mold, which contains a hollow cavity of the desired shape, and then allowed to solidify. The solidified part is also known as a ''casting'', which is ejected ...
, hence the name. The baitcasting reel is always mounted above the rod handle (of what is known as a "casting rod"), hence its other name given to it in
New Zealand New Zealand ( mi, Aotearoa ) is an island country in the southwestern Pacific Ocean. It consists of two main landmasses—the North Island () and the South Island ()—and over 700 smaller islands. It is the sixth-largest island count ...
and Australia, the overhead reel. The line is stored on a bearing-supported, more freely revolving spool that is geared so that a single revolution of the crank handle results in multiple (usually 4× or more) revolutions of the spool. The baitcasting reel design will operate well with a wide variety of fishing lines ranging from braided multifilament, heat-fused " Superlines", copolymer,
fluorocarbon Fluorocarbons are chemical compounds with carbon-fluorine bonds. Compounds that contain many C-F bonds often has distinctive properties, e.g., enhanced stability, volatility, and hydrophobicity. Fluorocarbons and their derivatives are commerci ...
and
nylon Nylon is a generic designation for a family of synthetic polymers composed of polyamides ( repeating units linked by amide links).The polyamides may be aliphatic or semi-aromatic. Nylon is a silk-like thermoplastic, generally made from petro ...
monofilament A monofilament may refer to: * Monofilament fishing line, a type of thread * A monofilament as used in a monofilament test in a neurological examination * Monomolecular wire Monomolecular wire is a type of wire consisting of a single strand of s ...
s (''see''
Fishing line A fishing line is a flexible, high-tensile cord used in angling to tether and pull in fish, in conjunction with at least one hook. Fishing lines are usually pulled by and stored in a reel, but can also be retrieved by hand, with a fixed attachm ...
). Most baitcasting reels can also easily be palmed or thumbed to increase the drag, set the hook, or to accurately halt the lure at a given point in the cast. The baitcasting reel dates from at least the mid-
17th century The 17th century lasted from January 1, 1601 ( MDCI), to December 31, 1700 ( MDCC). It falls into the early modern period of Europe and in that continent (whose impact on the world was increasing) was characterized by the Baroque cultural moveme ...
, but came into wide use by amateur anglers during the 1870s. Early baitcasting reels were often constructed with
brass Brass is an alloy of copper (Cu) and zinc (Zn), in proportions which can be varied to achieve different mechanical, electrical, and chemical properties. It is a substitutional alloy: atoms of the two constituents may replace each other with ...
or
iron Iron () is a chemical element with symbol Fe (from la, ferrum) and atomic number 26. It is a metal that belongs to the first transition series and group 8 of the periodic table. It is, by mass, the most common element on Earth, right in f ...
gears, with casings and spools made of brass,
German silver Nickel silver, Maillechort, German silver, Argentan, new silver, nickel brass, albata, alpacca, is a copper alloy with nickel and often zinc. The usual formulation is 60% copper, 20% nickel and 20% zinc. Nickel silver does not contain the eleme ...
or
hard rubber Ebonite is a brand name for a material generically known as hard rubber, and is obtained via vulcanizing natural rubber for prolonged periods. Ebonite may contain from 25% to 80% sulfur and linseed oil. Its name comes from its intended use as ...
. Featuring multiplying gears ranging from 2:1 to 4:1, these early reels had no drag mechanism, and anglers used their thumb on the spool to provide resistance to runs by a fish. As early as the 1870s, some models used bearings to mount the spool; as the free-spinning spool tended to cause backlash with strong pulls on the line, manufacturers soon incorporated a clicking
pawl A pawl is a movable lever that engages a fixed component to either prevent movement in one direction or restrain it altogether. As such, it is a type of latch and can also be considered a type of dog. It typically consists of a spring-loaded le ...
mechanism. This "clicker" mechanism was never intended as a drag, but used solely to keep the spool from overrunning, much like a fly reel. Baitcasting reel users soon discovered that the clicking noise of the pawls provided valuable audible warning that a fish had taken the live bait, allowing the rod and reel to be left in a rod holder while awaiting a strike by a fish. Most fishing reels are suspended from the bottom side of the rod, since this position doesn't require wrist strength to overcome gravity while enabling the angler to cast and retrieve without changing hands. The baitcasting reel's unusual mounting position atop the rod is an accident of history. Baitcasting reels were originally designed to be cast when positioned atop the rod, then rotated upside-down in order to operate the crank handle while playing a fish or retrieving line. However, in practice most anglers preferred to keep the reel atop the rod for both cast and retrieve by simply transferring the rod to the left hand for the retrieve, then reverse-winding the crank handle. Because of this preference, mounting the crank handle on the right side of a bait casting reel (with standard clockwise crank handle rotation) has become customary, though models with left-hand retrieve have gained in popularity in recent years thanks to user familiarity with the spinning reel.Schultz, Ken, ''Schultz's Essentials of Fishing: The Only Guide You Need to Catch Freshwater and Saltwater Fish'', John Wiley & Sons, (2010) pp. 147-150,154. Many of today's baitcasting reels are constructed using
aluminium alloy An aluminium alloy (or aluminum alloy; see spelling differences) is an alloy in which aluminium (Al) is the predominant metal. The typical alloying elements are copper, magnesium, manganese, silicon, tin, nickel and zinc. There are two principal ...
,
stainless steel Stainless steel is an alloy of iron that is resistant to rusting and corrosion. It contains at least 11% chromium and may contain elements such as carbon, other nonmetals and metals to obtain other desired properties. Stainless steel's corros ...
and/or synthetic composite materials such as fiberglass-reinforced plastic or
carbon fiber Carbon fiber-reinforced polymers (American English), carbon-fibre-reinforced polymers (Commonwealth English), carbon-fiber-reinforced plastics, carbon-fiber reinforced-thermoplastic (CFRP, CRP, CFRTP), also known as carbon fiber, carbon compo ...
, they call for a rod that has a trigger finger hook located in the handle area. They typically include a level-wind mechanism to prevent the line from being trapped under itself on the spool during rewind and interfering with subsequent casts. Many are also fitted with anti-reverse handles and drags designed to slow runs by large and powerful game fish. Because the baitcasting reel uses the weight and momentum of the lure to pull the line from the rotating spool, it normally requires lures weighing 1/4 oz. or more in order to cast a significant distance.Parsons, P. Allen, ''Complete Book of Fresh Water Fishing'', New York, Harper & Row Inc., , 9780060715007 (1963), pp. 71-73 Recent developments have seen baitcasting reels with gear ratios as high as 7.1/1. Higher gear ratios allow much faster retrieval of line, but sacrifice some amount of strength in exchange, since the additional gear teeth required reduces torque as well as the strength of the gear train. This could be a factor when fighting a large and powerful fish. Two variations of the revolving spool bait casting reel are the conventional surf fishing reel and the big game reel. These are very large and robust fishing reels, designed and built for heavy saltwater species such as tuna, marlin, sailfish and sharks. Surf fishing reels are normally mounted to long, two-handed rods; these reels frequently omit level-wind and braking mechanisms in order to achieve extremely long casting distances. Big game reels are not designed for casting, but are instead used for
trolling In slang, a troll is a person who posts or makes inflammatory, insincere, digressive, extraneous, or off-topic messages online (such as in social media, a newsgroup, a forum, a chat room, a online video game), or in real life, with the i ...
or fishing set baits and lures; they are ideal for fighting large and heavy fish off a pier or boat. These reels normally use sophisticated star or lever drags in order to play out huge saltwater gamefish. ;Baitcasting Reel Operation To cast a baitcasting rod and reel, the reel is turned on its side, the "free spool" feature engaged, and the thumb placed on the spool to hold the lure in position. The cast is performed by snapping the rod backward to the 2 o'clock position, then casting it forward in a smooth motion, allowing the lure to pull the line from the reel. The thumb is used to contact the line, moderating the revolutions of the spool and braking the lure when it reaches the desired aiming point. Though modern centrifugal and/or magnetic braking systems help to control backlash, using a bait casting reel still requires practice and a certain amount of finesse on the part of the fisherman for best results. ;Advantages of Baitcasting Reels While spincasting and spinning reels are easier to operate because fishing line leaves the spool freely during a cast, baitcasting reels have the potential to overrun: a casting issue in which the reel's spool does not spin at a rate equal to the speed of fishing line leaving the reel. Professional fishermen, however, prefer baitcasters because baitcasting reels allow anglers more control over their casts. Since a baitcaster's spool spins along with the fishing line leaving the reel, a simple flick of the thumb can stop a cast early or slow a lure while it is still in the air. This grants anglers such as bass fishermen more accuracy in their casts. Furthermore, a baitcaster's design allows a fisherman to make casts at a faster rate, even with heavier baits. ;Disadvantages Of Baitcasting Reels * Effective use of baitcasting reels requires prior experience and a developed skill set, thus it is unsuitable for beginners. * There are higher risks of getting backlashes during the cast without proper techniques. * One must know about spool tension adjustment for different spool sizes. * Unsuitable for light lures. * More costly than spinning reels.


Spinning reel

Spinning reels, also called fixed spool reels or egg beaters, were in use in North America as early as the 1870s. They were originally developed to allow the use of artificial flies, or other lures for trout or salmon, that were too light in weight to be easily cast by bait casting reels. Fixed-spool or spinning reels are normally mounted below the rod; this positioning conforms to gravity, requiring no wrist strength to maintain the reel in position. For right-handed persons, the spinning rod is held and cast by the strong right hand, leaving the left hand free to operate the crank handle mounted on the left side of the reel. Invention of the fixed-spool or spinning reel solved the problem of backlash, since the reel had no rotating spool capable of overrunning and fouling the line. The name of Holden Illingworth, a textiles magnate, was first associated with the modern form of fixed-spool spinning reel. When casting the Illingworth reel, line was drawn off the leading edge of the spool, but was restrained and rewound by a line pickup, a device which orbits around the stationary spool. Because the line did not have to pull against a rotating spool, much lighter lures could be cast than with conventional reels. In 1948, the Mitchell Reel Company of
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, France introduced the Mitchell 300, a spinning reel with a design that oriented the face of the fixed spool forward in a permanently fixed position below the fishing rod. The Mitchell reel was soon offered in a range of sizes for all fresh and saltwater fishing. A manual line pickup was used to retrieve the cast line, which eventually developed into a wire bail design that automatically recaptured the line upon cranking the retrieve handle. An anti-reverse lever prevented the crank handle from rotating while a fish was pulling line from the spool, and this pull can be altered with adjustable drag systems which allow the spool to rotate, but not the handle. With the use of light lines testing from two to six pounds, modern postwar spinning reels were capable of casting lures as light as , and sometimes lighter. With all fixed-spool reels, the line is released in coils or loops from the leading edge of the non-rotating spool. To shorten or stop the outward cast of a lure or bait, the angler uses a finger or thumb placed in contact with the line and/or the leading edge of the spool to retard or stop the flight of the lure. Because of the design's tendency to twist and untwist the line as it is cast and retrieved, most spinning reels operate best with fairly limp and flexible fishing lines. Though spinning reels do not suffer from backlash, line can occasionally be trapped underneath itself on the spool or even detach from the reel in loose loops of line. Some of these issues can be traced to overfilling the spool with line, while others are due to the way in which the line is wound onto the spool by the rotating bail or pickup. Various oscillating spool mechanisms have been introduced over the years in an effort to solve this problem. Spinning reels also tend to have more issues with twisting of the fishing line. Line twist in spinning reels can occur from the spin of an attached lure, the action of the wire bail against the line when engaged by the crank handle, or even retrieval of line that is under load (spinning reel users normally pump the rod up and down, then retrieve the slack line to avoid line twist and stress on internal components). In order to minimize line twist, many anglers who use a spinning reel manually reposition the bail after each cast with the pickup nearest the rod in order to minimize line twist. ;Fixed spool reel operation Fixed spool reels are cast by grasping the line with the forefinger against the rod handle, opening the bale arm and then using a backward swing of the rod followed by a forward cast while releasing the line with the forefinger. The point of release should be trialled to find optimum angle for your casting. The forefinger is then placed in contact with the departing line and the leading edge of the spool in order to slow or stop the outward cast. On the retrieve, one hand operates the crank handle, while the large rotating wire cage or bail (either manually or trigger-operated) serves as the line pickup, restoring the line to its original position on the spool. ;Fixed spool advantages Spinning reels were originally developed to better cast light-weight lures and baits. Today, spinning reels continue to be an excellent alternative to baitcasters, reels which have difficulty casting lighter lures. Furthermore, because spinning reels do not suffer from backlash, spinning reels are easier and more convenient to use for some fishermen.


Spincast reel

The first commercial spincast reels were introduced by the Denison-Johnson Reel Company and the Zero Hour Bomb Company (ZEBCO) in 1949.Bashline, Jim, ''The Spin-Cast Reel: It's Not Just For Beginners Anymore'', Field & Stream Magazine, ISSN 8755-8599, Vol. 85, No. 2 (June 1980), p. 98Netherby, Steve, ''Johnson Wax Outdoors'', ISSN 8755-8599, Vol. 84, No. 10 (February 1980), p. 80 The spincast reel is an attempt to solve the problem of backlash found in baitcast designs, while reducing line twist and snare complaints sometimes encountered with traditional spinning reel designs. Just as with the spinning reel, the line is thrown from a fixed spool and can therefore be used with relatively light lures and baits. However, the spincast reel eliminates the large wire bail and line roller of the spinning reel in favor of one or two simple pickup pins and a metal cup to wind the line on the spool. Traditionally mounted above the rod, the spincast reel is also fitted with an external nose cone that encloses and protects the fixed spool. Spincast reels may also be described as ''closed face reels''. With a fixed spool, spincast reels can cast lighter lures than bait cast reels, although friction of the nose cone guide and spool cup against the uncoiling line reduces casting distance compared to spinning reels. Spincast reel design requires the use of narrow spools with less line capacity than either baitcasting or spinning reels of equivalent size, and cannot be made significantly larger in diameter without making the reel too tall and unwieldy. These limitations severely restrict the use of spin cast reels in situations such as fishing at depth, when casting long distances, or where fish can be expected to make long runs. Like other types of reels, spin cast reels are frequently fitted with both anti-reverse mechanisms and friction drags, and some also have level-wind (oscillating spool) mechanisms. Most spin cast reels operate best with limp monofilament lines, though at least one spin cast reel manufacturer installs a thermally fused "superline" into one of its models as standard equipment. During the 1950s and into the mid-1960s, they were widely used and very popular, though the spinning reel has since eclipsed them in popularity in North America. They remain a favorite fishing tool for
catfish Catfish (or catfishes; order Siluriformes or Nematognathi) are a diverse group of ray-finned fish. Named for their prominent barbels, which resemble a cat's whiskers, catfish range in size and behavior from the three largest species alive, ...
fishing and also for young beginners in general. ;SpinCast Reel Operation Pressing a button on the rear of the reel disengages the line pickup, and the button is then released during the forward cast to allow the line to fly off the spool. The button is pressed again to stop the lure at the position desired. Upon cranking the handle, the pickup pin immediately re-engages the line and spools it onto the reel.


Underspin reel

Underspin reels or triggerspin reels are variants of spincast reels that is designed for mounting underneath a standard spinning rod. The reel foot is now located on top of the reel (like a spinning reel), and the line release button is replaced by a front lever. With the reel's weight suspended beneath the rod, underspin reels are generally more comfortable to cast and hold for long periods, and the ability to use all standard spinning rods greatly increases its versatility compared to traditional spin cast reels. ;Underspin Reel Operation When the line release lever/trigger is lifted up by the forefinger (usually the
index finger The index finger (also referred to as forefinger, first finger, second finger, pointer finger, trigger finger, digitus secundus, digitus II, and many other terms) is the second digit of a human hand. It is located between the thumb and the mid ...
of the rod-holding hand), the line catch inside the reel disengages and retracts, and the line is free to slide off the fixed spool. In some modern designs (e.g. the
Pflueger Pflueger is a surname. Notable people with the surname include: * Donald H. Pflueger (1923–1994), American historian, educator, and author * Timothy L. Pflueger (1892–1946), American architect and interior designer * Sandy Pflueger (born 195 ...
"President" reel), keeping the lever fully pulled up will however protrude the whole spool forwards and pinch the line against the enclosure interior, thus halting the line release. During line retrieval, the mechanism inside the reel will engage the line catch again, which protrudes out to "grab" the line and wrap it around the spool. When necessary, the lever can be activated once again to stop the lure at a given point in the retrieval.


Mechanisms


Reel mechanisms

;Direct-drive reel Direct-drive reels have the spool and handle directly coupled. When the angler is reeling in a fish, there's user operation, but when the line is going out, and the fish is taking the bait and the reel handles are visible moving likewise to the line unwinding. With a fast-running fish, this may have consequences for the angler's knuckles. Traditional fly reels are direct-drive. ;Anti-reverse reel In anti-reverse reels, a mechanism allows line to pay out while the handle remains stationary. Depending on the drag setting, line may also pay out, as with a running fish, while the angler reels in. Baitcasting reels and many modern saltwater fly reels are examples of this design. The mechanism works either with a 'dog' or 'pawl' design that engages into a cog wheel attached to the handle shaft. The latest design is Instant Anti-Reverse, or IAR. This system incorporates a one-way clutch bearing or centrifugal force fly wheel on the handle shaft to restrict handle movement to forward motion only.


Drag mechanisms

Drag systems are a mechanical means of applying variable pressure to the line spool or drive mechanism in order to act as a
friction Friction is the force resisting the relative motion of solid surfaces, fluid layers, and material elements sliding against each other. There are several types of friction: *Dry friction is a force that opposes the relative lateral motion of t ...
brake A brake is a mechanical device that inhibits motion by absorbing energy from a moving system. It is used for slowing or stopping a moving vehicle, wheel, axle, or to prevent its motion, most often accomplished by means of friction. Background ...
against outgoing spool rotation. Under normal load, the friction holds the spool and the gears in synchrony, allowing the user to reel in the line; if the tension along the fishing line exceeds the drag setting, the braking friction is overcome and the spool will reverse-rotate with resistance until the line tension drops back below the drag setting. Some designs also have an internal
spring Spring(s) may refer to: Common uses * Spring (season) Spring, also known as springtime, is one of the four temperate seasons, succeeding winter and preceding summer. There are various technical definitions of spring, but local usage of ...
clicker A clicker, sometimes called a cricket, is any device that makes a clicking sound, usually when deliberately activated by its user. They usually consist of a piece of thin metal or plastic held in a casing so that the metal is slightly torqued; ...
that generates warning noises to remind the user whenever the line tension exceeds the drag setting. Such mechanism serves to cap off the maximum line tension and prevents it from overloading and breaking when landing a strong or vigorously fighting fish. In combination with rod flexing and adequate angling techniques, the angler can catch fish much larger than the on-paper breaking strength of the line by "walking" and gradually tiring out the fish. The mechanics of drag systems usually consist of a number of frictional discs (drag
washer Washer most commonly refers to: *Washer (hardware), a thin usually disc-shaped plate with a hole in the middle typically used with a bolt or nut *Washing machine, for cleaning clothes Washer may also refer to: *Dishwasher, a machine for cleani ...
s) arranged in a coaxial stack on the spool shaft, or in some cases, on the drive shaft. There is generally a screw or lever mechanism that presses perpendicularly against the washers, which creates friction especially when each washer
slide Slide or Slides may refer to: Places * Slide, California, former name of Fortuna, California Arts, entertainment, and media Music Albums * ''Slide'' (Lisa Germano album), 1998 * ''Slide'' (George Clanton album), 2018 *''Slide'', by Patrick Glees ...
s against adjacent ones — the higher the pressure, the greater the resistance. Drag washers are commonly made of materials such as
felt Felt is a textile material that is produced by matting, condensing and pressing fibers together. Felt can be made of natural fibers such as wool or animal fur, or from synthetic fibers such as petroleum-based acrylic or acrylonitrile or wood ...
,
Teflon Polytetrafluoroethylene (PTFE) is a synthetic fluoropolymer of tetrafluoroethylene that has numerous applications. It is one of the best-known and widely applied PFAS. The commonly known brand name of PTFE-based composition is Teflon by Chemou ...
,
carbon fiber Carbon fiber-reinforced polymers (American English), carbon-fibre-reinforced polymers (Commonwealth English), carbon-fiber-reinforced plastics, carbon-fiber reinforced-thermoplastic (CFRP, CRP, CFRTP), also known as carbon fiber, carbon compo ...
or other
reinforced plastics Fibre-reinforced plastic (FRP; also called fibre-reinforced polymer, or in American English ''fiber'') is a composite material made of a polymer matrix reinforced with fibres. The fibres are usually glass (in fibreglass), carbon (in carbon-fib ...
, and usually have
metal A metal (from Greek μέταλλον ''métallon'', "mine, quarry, metal") is a material that, when freshly prepared, polished, or fractured, shows a lustrous appearance, and conducts electricity and heat relatively well. Metals are typicall ...
lic (usually
steel Steel is an alloy made up of iron with added carbon to improve its strength and fracture resistance compared to other forms of iron. Many other elements may be present or added. Stainless steels that are corrosion- and oxidation-resistant ty ...
) washers stacked intermittently to help distribute
shear stress Shear stress, often denoted by (Greek: tau), is the component of stress coplanar with a material cross section. It arises from the shear force, the component of force vector parallel to the material cross section. ''Normal stress'', on the ot ...
more evenly. Since large fish can generate a lot of pulling power, reels with higher available drag forces for higher-test lines will generate greater heat, and therefore use stronger and more heat-resistant materials, often with coated with specialty
oil An oil is any nonpolar chemical substance that is composed primarily of hydrocarbons and is hydrophobic (does not mix with water) & lipophilic (mixes with other oils). Oils are usually flammable and surface active. Most oils are unsaturated ...
or grease to prevent burning and unwanted locking between adjacent washers. A good drag system one that is durable and generates precise, consistent and smooth (with no jerkiness) resistance.


Spinning reels

Spinning reels have two types of drag design: front or rear. All spinning reels come with front drag, but rear drag, also called "bait runner" or "baitfeeder", is an additional feature. Front drags are basically a screw knob mounted to the front end of the spool, which exerts direct graduated axial pressure on the drag washers on the main pinion. To adjust these, the user needs to reach around the front to turn and tighten/loosen the spool. Front drags are mechanically simpler and usually more consistent in performance and capable of higher drag forces. Rear drags, on the other hand, have an adjustment screw on the back of the reel along with a separate lever to activate its use. It automatically flips off whenever the fisherman touches the spool-crank and the front drag then steps in at that moment and incorporates its setting into the fight. Manufacturers seldom issue over ten pounds of drag from the rear but are said to be more complicated mechanically and usually not as precise or smooth as front drags since the drag itself is often part of the drive shaft and not the spool. They are for the first moments of the encounter when the fish has the bait in its mouth and is running with it without the hook set yet. The rear drag stops when the fisherman turns his spool-crank to engage the culprit on the run, and sets the hook.


Casting reels

Conventional overhead, trolling or baitcasting type reels usually use one of two types of drags: star or lever. The most common and simplest mechanically is the so-called 'star drag' because the adjustor wheel looks like a star with rounded points. Star drags work by screw action to increase or decrease the pressure on the washer stack which is usually located on the main driving gear. Reels with star drags generally have a separate lever which allows the reel to go into "freespool" by disengaging the spool from the drive train completely and allowing it to spin freely with little resistance. The freespool position is used for casting, letting line out and/or allowing live bait to move freely. Lever drags work through cam action to increase or decrease pressure on the drag washers located on the spool itself. Most lever drags offer preset drag positions for strike (reduced drag to avoid tearing the hook out of the fish), full (used once the hook is set) and freespool (see above). Lever drags are simpler and faster to adjust during the fight. And, since they use the spool for the washer stack rather than the drive gear, the washers can be larger, offering more resistance and smoother action. The disadvantage is that in freespool, there can be residual and unwanted resistance since the drag mechanism may not be completely out of the picture without resorting to more complex mechanics.


Setting the drag

Proper drag setting depends on fishing conditions, line test (break strength) and the size and type of fish being targeted. Often it is a matter of "feel" and knowing the setup to get the drag right. With spinning reels, closed-face reels and conventional reels with star drags, a good starting point is to set the drag to about one-third to one-half the breaking strength of the line. For example, if the line is rated at test, a drag setting that requires of force on the line to move the spool would be appropriate. This is only a rule of thumb. For lever drag reels with a strike position, most anglers start by setting the drag at the strike position to one-third the break strength of the line. This usually allows the full position to still be safely under the line rating while providing flexibility during the fight. Depending on the conditions, some anglers may leave their reels in freespool then setting the anti-reverse or engaging the drag on hookup.


Braking mechanisms

When casting, the terminal tackles flying through the air will decelerate due to
air resistance In fluid dynamics, drag (sometimes called air resistance, a type of friction, or fluid resistance, another type of friction or fluid friction) is a force acting opposite to the relative motion of any object moving with respect to a surrounding flu ...
, causing the line release out of the reel (which is mainly driven by the forward
momentum In Newtonian mechanics, momentum (more specifically linear momentum or translational momentum) is the product of the mass and velocity of an object. It is a vector quantity, possessing a magnitude and a direction. If is an object's mass an ...
of the terminal tackles) to slow down exponentially. This is particularly apparent when casting lightweight and/or poorly aerodynamic baits/lures, or when casting against the wind. If the angler is using a multipler reel, its rotary spool often still has sufficient
rotational momentum In physics, angular momentum (rarely, moment of momentum or rotational momentum) is the rotational analog of linear momentum. It is an important physical quantity because it is a conserved quantity—the total angular momentum of a closed syste ...
itself to keep spinning with a far more gradual deceleration. This deceleration mismatch between the line release and the spool rotation causes the lagging line to
inertia Inertia is the idea that an object will continue its current motion until some force causes its speed or direction to change. The term is properly understood as shorthand for "the principle of inertia" as described by Newton in his first law ...
lly "float" off the spool in loose loops before it can exit the reel. Some of these floating loops eventually get pulled into the narrow spaces between the spool and the reel chassis — a phenomenon known as a spool overrun or a ''backlash''. Backlashing often snares the line loops into a very messy tangle colloquially called a "bird's nest" or "birdie", which is notoriously difficult to untangle. Such backlashing is unique to multiplier reels, particularly baitcasters, and is not present with fixed-spool reels such as a spinning reel. To deal with this, most modern baitcasting reels have a so-called "cast control" that serves to reduce the incidence of spool overrun at the cost of sacrificing casting distances. Each time a different lure weight is attached, the cast control must be adjusted to calibrate for the difference in lure momentum and deceleration. The users are also required to learn the skill of "feathering the spool" with their thumb to apply direct tactile friction on the spool surface to slow down or even stop it from spinning.


Spool tension

Spool tension is an adjustable screw knob that is coaxial to the reel spool. When tightened, the knob exerts axial pressure on the spool gear and generates a consistent frictional resistance when the spool is free-spinning.


Centrifugal braking

Centrifugal braking uses a series of spring-loaded "blocks" on the spool, which can move radially outwards under
centrifugal force In Newtonian mechanics, the centrifugal force is an inertial force (also called a "fictitious" or "pseudo" force) that appears to act on all objects when viewed in a rotating frame of reference. It is directed away from an axis which is paralle ...
when the spool is spinning rapidly. These blocks each have a rubber piece that can rub against the reel chassis, creating additional friction that slows down the spool until the blocks retract back under spring tension. Some reels, such as the Shimano SVS Infinity, have designs that allow each centrifugal blocks to be locked and temporarily disabled.


Magnetic braking

Magnetic braking incorporates the principles of
Lenz's law Lenz's law states that the direction of the electric current induced in a conductor by a changing magnetic field is such that the magnetic field created by the induced current opposes changes in the initial magnetic field. It is named after p ...
to create a contactless resistance to the spool spinning. The reel chassis (usually on the side opposite to the crank handle) has a circularly arranged array of
magnet A magnet is a material or object that produces a magnetic field. This magnetic field is invisible but is responsible for the most notable property of a magnet: a force that pulls on other ferromagnetic materials, such as iron, steel, nickel, ...
s creating a
magnetic field A magnetic field is a vector field that describes the magnetic influence on moving electric charges, electric currents, and magnetic materials. A moving charge in a magnetic field experiences a force perpendicular to its own velocity and to ...
. When the spool rotates, the metallic frame cuts through the magnetic field and experiences a resistance, which changes with the spool speed but persists as long as the spool is still moving.


Electronic braking

Electronic braking, most famously used in the Daiwa DC series, uses an
electronic circuit An electronic circuit is composed of individual electronic components, such as resistors, transistors, capacitors, inductors and diodes, connected by conductive wires or traces through which electric current can flow. It is a type of electrical ...
to monitor the speed of spool rotation and apply pre-calculated resistance via an internal
actuator An actuator is a component of a machine that is responsible for moving and controlling a mechanism or system, for example by opening a valve. In simple terms, it is a "mover". An actuator requires a control device (controlled by control signal) a ...
.


Notable brands

;Japan *
Shimano , originally and later , is a Japanese multinational manufacturing company for cycling components, fishing tackles and rowing equipment, who also produced golf supplies until 2005 and snowboarding gear until 2008. Named after founder Shozaburo ...
* Daiwa
;United States *
Pure Fishing Sycamore Partners is a private equity firm based in New York specializing in retail and consumer investments. The firm has approximately $10 billion in aggregate committed capital. History Founding Sycamore Partners was founded in 2011 by Stefa ...
**
ABU Garcia ABU Garcia, originally AB Urfabriken (Swedish: "Watch Factory Ltd."), then ABU Svängsta, is a fishing reel and equipment manufacturing company founded in Svängsta, Sweden, and is now owned by Pure Fishing conglomerate of the United States. ...
**
Penn Reels Penn Fishing Tackle Manufacturing Company is an American manufacturer of fishing tackle, primarily known for making heavy-duty fishing reels and rods. History Otto Henze immigrated from Germany to the United States in 1922.“Penn Fishin ...
** Prlueger ** Shakespeare Fishing Tackle ** Mitchell Reel Co. *
Orvis Orvis is an American family-owned retail and mail-order business specializing in fly fishing, hunting and sporting goods. Founded in Manchester, Vermont, in 1856 by Charles F. Orvis to sell fishing tackle, it is the oldest mail-order retailer i ...
**
Scientific Anglers Scientific Anglers is a fly fishing company specializing in a variety of fly fishing tackle products. Scientific Anglers is noted for the invention of PVC coated floating fly line and continued innovations in fly line cores and coatings. Scien ...
* Cadence Fishing * Rather Outdoors ** Lew's Fishing ** Zebco ** Quantum Fishing * 13 Fishing * Florida Fishing Products * KastKing
;China/Taiwan * Okuma (寶熊漁具) * Sougayilang (嗖嘎一郎漁具) * Tsurinoya (钓之屋渔具) * Piscifun (派斯范科技)
;Australia * Alvey Reels


See also

*
Angling Angling is a fishing technique that uses a fish hook or "angle" (from Old English ''angol'') attached to a fishing line to tether individual fish in the mouth. The fishing line is usually manipulated via a fishing rod, although rodless techniqu ...
* Bass fishing *
Fishing line A fishing line is a flexible, high-tensile cord used in angling to tether and pull in fish, in conjunction with at least one hook. Fishing lines are usually pulled by and stored in a reel, but can also be retrieved by hand, with a fixed attachm ...
*
Fishing rod A fishing rod is a long, thin rod used by angling, anglers to fishing, catch fish by manipulating a fishing line, line ending in a fish hook, hook (formerly known as an ''angle'', hence the term "angling"). At its most basic form, a fishing ...
*
Fly fishing Fly fishing is an angling method that uses a light-weight lure—called an artificial fly—to catch fish. The fly is cast using a fly rod, reel, and specialized weighted line. The light weight requires casting techniques significantly diffe ...


Notes


References

* Henshall, J.A. (1881) ''
Book of the Black Bass ''Book of the Black Bass'' - ''Comprising Its Complete and Scientific and Life History with a Practical Treatise On Angling and Fly Fishing and a Full Description of Tools, Tackle and Implements'' is a work of angling and fly fishing literature o ...
'' Cincinnati.


Further reading

* Brown, Jim (1990
''A Treasury of Reels: The Fishing Reel Collection of the American Museum of Fly Fishing''
American Museum of Fly Fishing. . * Luckey, Carl F (2010
''Old Fishing Lures & Tackle: Identification and Value Guide''
Krause Publications. . *
RodMaker Magazine ''RodMaker Magazine'' was founded in 1997 by Tom Kirkman. It was a continuation of his involvement in the custom rod building industry. The magazine's mandate is to further the craft of custom fishing rod building by continually introducing new i ...
* Rosenbauer, Tom (2007
''The Orvis Fly-Fishing Guide''
Globe Pequot. . {{DEFAULTSORT:Fishing Reel Fishing equipment Chinese inventions