Балық аулауға арналған қолмен айналдырылатын тетіктер тарихы

Hand cranked reel used in angling to stow fishing line

A fishing reel is a hand cranked reel used in angling to wind and stow fishing line, typically mounted onto a fishing rod, but may also be used on compound bows or crossbows to retrieve tethered arrows when bowfishing. Modern recreational fishing reels usually have fittings aiding in casting for distance and accuracy, as well as controlling the speed and tension of line retrieval to avoid line snap and hook dislodgement. Fishing reels are traditionally used in angling 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 gunwales or transoms and are used for "deep drop" and trolling. The earliest fishing reel was invented in China at least since the Song dynasty, as shown by detailed illustration of an angler fishing with reel from Chinese paintings and records beginning about 1195 AD, although sporadic textual descriptions of line wheels used for angling had existed since the 3rd century. These early fishing reel designs were likely derived from winches/windlasses and roughly resemble the modern centerpin reels. Fishing reels first appeared in the Western Hemisphere in England 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:
The manner of his Trouling was, with a Hazell Rod of twelve foot long, with a Ring of Wyre in the top of his Rod, for his Line to runne thorow: within two foot of the bottome of the Rod there was a hole made, for to put in a winde, to turne with a barrell, to gather up his Line, and loose at his pleasure; this was his manner of Trouling

In the 1760s, London tackle shops were advertising multiplying or gear retrieved reels. The first popular American fishing reel appeared in the United States around 1820. During the second half of the 20th century, Japanese and Scandinavian reel makers such as Shimano, Daiwa and ABU Garcia, previously all precision engineering manufacturers for biking equipments and watchmaking, began rising to dominate the world market.

In literary records, the earliest evidence of the fishing reel comes from a 3rd century AD Chinese work entitled Lives of Famous Immortals, where the term "angling lathe" (釣車) was used. Tang dynasty poet Lu Guimeng (?–881) and his friend Pi Rixiu (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 [that] is smooth and light" (角柄孤輪細膩輕). Song dynasty poets, such as Huang Tingjian (1045–1105) and Yang Wanli (1127–1206), also made reference to "angling lathe" in lyrics involving lakes and fishing boats. Northern Song scientist Shen Kuo (1031–1095) even once wrote in a travel book that "angling uses wheeled rod, rod uses purple bamboo, the wheel is not to be large, the rod shouldn't be long, but [you] can 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, comes from a Southern Song (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 after the looting of the Old Summer Palace, showing a man sitting on a small sampan boat while casting out his fishing line. Another fishing reel was featured in a painting by Wu Zhen (1280–1354).'). 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. The fishing industry became commercialized in the 18th century, with rods and tackle being sold at the haberdashers store. After the Great Fire of London in 1666, artisans moved to Redditch which became a centre of production of fishing related products from the 1730s. Onesimus Ustonson 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. 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, 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. 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 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 lines, instead of horse hair. 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 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. Snyder's first reel was made for his own angling use, but afterward he made reels for members of his club. Without patent or trademark 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 by the emerging factories located in the Northeast, 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. 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.

Fishing reels can be classified into two design groups: rotary spool and fixed spool. Rotary spool designs are essentially similar to a spinning wheel or windlass, where the spool actively rotates to wind the line around itself. Fixed spool designs, on the other hand, behave like a spindle and have no rotating motion of the spool, instead using a separate spinning mechanism that revolves around the spool to drag and wrap the line around onto the spool.

Rotary spool reels can be further subdivided into two types: single action and multiplier. Single action reels have a synchronous rotating action between the crank handle and the spool (hence the name, "single[ ratio] action"), and quite often the handle is mounted directly on the spool frame (in which case, the spool frame itself becomes the crank). Multiplier reels, on the other hand, have an internal gear train design that amplifies the number of spool turns for every turn of the crank handle, allowing much faster line retrievals. The spool on multiplier reels also spins in the opposite direction to that of single action spools. With larger capacity spools (typically in multiplier reels), there is usually a slider mechanism in front of the spool — known as the line guide — that pushes the line side to side in an oscillating motion, which allows the line winding to be more evenly distributed across the spool instead of bunching up at one section.

Drag systems are a mechanical means of applying variable pressure to the line spool or drive mechanism in order to act as a friction brake 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 clicker 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 washers) 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 slides against adjacent ones — the higher the pressure, the greater the resistance. Drag washers are commonly made of materials such as felt, Teflon, carbon fiber or other reinforced plastics, and usually have metallic (usually steel) washers stacked intermittently to help distribute shear stress 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 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 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.

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.

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.

When casting, the terminal tackles flying through the air will decelerate due to air resistance, causing the line release out of the reel (which is mainly driven by the forward momentum 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 to keep itself spinning with a far more gradual deceleration. This deceleration mismatch between the line release and the spool rotation causes the lagging line to inertially "float" off the spool in loose loops before it can exit the reel. Some of these floating loops eventually get large enough to be pulled into the narrow spaces between the spool and the reel chassis — a phenomenon known as a spool overrun or a backlash, which often snares the loops into a very messy tangle (colloquially called a "bird's nest" or "birdie") that 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 backlashing, 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 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 uses a series of spring loaded "blocks" on the spool, which can move radially outwards under centrifugal force 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 incorporates the principles of Lenz's law 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 magnets creating a magnetic field. When the spool rotates, the metallic frame cuts through the field lines and experiences an electromagnetic resistance, which changes with the spool speed but persists as long as the spool is still moving.

Electronic braking uses an electronic circuit to monitor the speed of spool rotation and apply pre calculated resistance via an internal actuator. The most famous is the Shimano Curado DC ("Digital Control") series, first introduced in 2003 and having remained the only electronically braked fishing reel in the world for two decades until early 2023, when two similar products, the Daiwa IMZ Limitbreaker and the KastKing iReel IFC ("Intelligent Frequency Control"), were announced respectively.

Line guides are unique to multiplier reels, as more evenly wound lines on the spool would allow the reel to function more smoothly and prevent unwanted "overspill" of line at either end of the spool. The vast majority of line guides are a simple ring or short cylinder with a internal diameter, which slides horizontally along a spiral groove shaft. The side to side motion of the line guide continuously pushes and realigns the line onto different section of the spool, thus allowing a more even distribution of winding. While line guides are crucial to reel operation during retrieval, during casting it becomes more of a hinderance because the line will have to go through its narrow internal channel in order to leave the reel. This creates additional drag from friction (especially when the line kinks against the back rim of the guide) or when loose line loops whips against the line guide. This exacerbates backlashing as the narrow line guide channel often limits how fast the line can leave the reel, and is particularly a problem when the line guide stops near the side of the reel when the reel gears are disengaged during casting. There are design modifications on line guides aimed to minimize resistance against line release, most of which involve having a conical or funnel shaped line guide that reduce the kinking angle between the line and the guide frame, which only partially resolves the drag issue. Another less successful modification involves having an open and shut "gate" as a line guide, which unfortunately can catch and trap the line between the gaps of the shutter. In 2011, the famous Japanese fishing tackle brand Daiwa introduced its famous TWS (T Wing System) design, which have a T shaped/inverted trianguloid line guide that has a broad top section that presents a much wider channel for line exit, while during retrieval the top bar tilts back and down to push the line into the much narrower bottom section. The TWS has become a celebrated success for Daiwa, and remained a patented trademark that was largely unchallenged for years. Another notable 21st century line guide design, patented by the Shenzhen/New York based Chinese American brand KastKing in 2023, is named the "Axis Eye" or "willowleaf guide". It has a silicon nitride coated, rounded rectangle frame with a slightly serpentine shaped top profile, which can horizontally rotate 90° to alternate between a wide and a narrow cross sectional width. During casting, the line guide is rotated to a transverse orientation, which presents a wide line channel, allowing the line to exit with minimal drag; during retrieval, the line guide is rotated to a longitudinal orientation, which narrows the line channel down to less than 3 mm.