Sharpening Part 21 – The Bulging Bevel

This is what a flat bevel looks like. So sweet.

For everybody in their busy lives, you need to invest in sharpening your tools, and you need to invest in longevity.

Ryan Holmes

In the previous article in this series about sharpening tools we looked at why and how to true the ura, the hollow-ground area on Japanese chisel and plane blades. This post will focus on the opposite side of the cutting edge: the bevel. This discussion is relevant to all plane and chisel blades, not just Japanese tools.

Preface

Before we dive in, your humble servant must clarify something.

Beloved Customers and Gentle Readers that have been blessed with the opportunity to learn about tools from accomplished Japanese craftsmen, as was I, or that have figured them out on their own, and consequently find this or other of our articles boring, should remember that the primary purpose of these scribbles is to provide instruction to our Beloved Customers, some of whom have not had similar opportunities.

These Beloved Customers are located in many countries and range in experience from newbies to professional woodworkers, so it would be unkind to dumb the explanation down to make it easy for newbies to follow but useless to professionals. The inverse is also true. The result is more comprehensive explanations than advanced and impatient Beloved Customers sometimes find enjoyable. Life is a bowl of cherries and half of it’s pits. I humbly request your kind indulgence on behalf of those who may benefit from extra words.

Investing in Longevity

The quote above by Mr. Holmes is applicable to the all the principles of sharpening I have described so far in this series. He is a computer dude, not a building contractor, joiner or furniture maker, but it is no coincidence he chose to use handtool terminology: it is encoded in human DNA.

His first point is a self-evident admonition, but what about this “investing in longevity” stuff? By definition, an investment is an expenditure of time, resources and/or effort intended to produce a return greater in value than the expenditure. Then how do we go about investing in the longevity of our chisels and planes, and what return should we expect?

While simply grinding sharp edges on our tools helps with making things from wood, I don’t see it as an investment in tools. Rather, if we train ourselves in professional sharpening techniques, and use those techniques to maintain our tools so they function more efficiently and last longer, we can hope to obtain a quantifiable real-world ROI.

The investment your humble servant encourages you to make, therefore, is not in stuff or lucre but in yourself, in your own skills.

The Pros and Cons of the Bulging Bevel

The “bulging bevel,” as I call it, is a deformation too frequently seen in plane, chisel and knife blades. It is simply a cutting edge bevel that is protruding and convex instead of flat. In most cases a bulging bevel can make it difficult to properly sharpen a blade adequately, so it deserves our attention.

Most bulging bevels are born unintentionally and are harmful, but indeed some are hatched with a purpose in mind. Let’s examine the pros and cons, and throw in some half-baked scientific results just for fun. 

The geometry of the bulging bevel is clearly superior in a few applications such as carving chisels and knives used in a gouging or scooping motion where a rounded bevel provides better control in the cut. Another valid application is chisels used for cutting large and deep mortises where a rounded bevel helps pop out waste easier. Only timber framers cut these kind of mortises, however, and most of them use machines to at least rough out the mortises nowadays.

Hidari no Ichihiro 42mm Oiirenomi. Nothing obese about this sweetheart’s bevel.

Our Beloved Customers are, without exception, extremely intelligent people, so right now some are no doubt saying to themselves: “Self,” (that’s what BCs call themselves when they silently cogitate matters of great weight) does a rotund bevel make my blades sharper or duller?” Let us consider some scientific results.

Experimental Results

When I was a grad student in Japan, a fellow student wrote his thesis on the efficacy in plane blades of the bulging bevel versus the flat bevel in plane blades. He developed experiments, fabricated testing apparatus, and used scientific methodology and microscopic photography yielding indisputable results. We repeated some of his experiments, discussed his research, pored over photographs and fondled shavings late into the evenings at his lab in Building 11 at the University of Tokyo’s Hongo campus as I drank coke and he drank sake. I’m not sure he made it home some evenings.

The conclusion he reached was that, from the viewpoint of the wood, and based on the classic sharpness test of cutting rag typing paper, there is no difference in the cutting performance between flat and bulging bevels, so long as two conditions are met: (1) Both flat bevel and bulging bevel are sharpened to the same angle and same degree of sharpness where they meet the test medium (paper); and (2) The bulge is not so large as to interfere with the cut. The “same degree of sharpness” condition in proviso 1 is critical to this discussion.

Let’s examine the cutting edge closely. It’s effective scope is only the last few microns (μ) or so of the blade’s width at the extreme edge. 1μ = one millionth of a meter. A human hair is 90μ in diameter. We need to precisely repair and polish this narrow strip of steel using our sharpening stones, but remember that working anything beyond this strip contributes nothing to making the blade cut well.

Here’s an important point that can be learned from a careful examination: Given the same number of strokes to the same blade on the same stones over the same amount of time, it is difficult to make a bulging bevel as sharp as a flat bevel, unless one spends the time to use a sharpening machine and jigs as my grad school friend did during his research.

But the most important point, and one I want you to grasp violently with both hands, at least two legs, and all your teeth is that the time expended and amount of stone consumed when sharpening to a set level of sharpness at the last critical microns of a bulging bevel’s cutting edge is huge compared to a flat bevel. Sharpening using machines and/or honing jigs takes even longer.

In addition to time and cost, another factor we must consider is certainty, because if we are going to invest the time and stones to sharpen a tool, we need to be sure it will consistently achieve approximately the same level of sharpness every time. Unfortunately, the sharpness of the bulging bevel is often uncertain because, instead of guiding the blade to ensure consistent contact between steel and stone at the critical location on the cutting edge, the shape of the bulging bevel causes us to waste a significant number of strokes and time on polishing an irrelevant mound of metal that does nothing to make the blade sharper, but is simply in the way. Not convinced yet? 

Consider the undeniable fact that, despite your best efforts, this miserable lump causes the blade to rock around on the stone’s surface like a boat over ocean swells, with the result that, given a fixed number of strokes, a high percentage of those strokes end up polishing the bulge instead of the cutting edge. This is important because, once again, the last few microns of the blade is the only part that actually does any cutting, not the bulge. 

Please don’t misunderstand. I’m not saying that you can’t create a fiendishly sharp edge on a blade with an obese bevel. I’m also not saying that, within reasonable parameters, a convex bevel cuts less efficiently or dulls quicker than the same blade with a flat bevel. It absolutely doesn’t, as my fellow student’s research showed. Allow me to restate and summarize the facts so there is no confusion.

  1. It takes longer to create a given level of sharpness at the extreme cutting edge of a bulging bevel than a flat bevel, all else equal;
  2. It consumes more sharpening stone to achieve a given level of sharpness at the extreme cutting edge of a bulging bevel compared to a flat bevel, all else equal; and  
  3. There is greater uncertainty about the actual degree of sharpness achieved at the blade’s extreme cutting edge when sharpening a bulging bevel by hand compared to a flat bevel, all else equal. 

If you doubt these statements, you must arrive at the truth yourself.

Buy or borrow a quality loupe or microscope with enough magnification to detect the scratches left by your usual finishing stone. Start with a dull blade with a truly flat bevel, sharpen it freehand using a pre-determined number of strokes, and observe the scratches at the last few microns of the cutting edge with your microscope. Then test the blade’s sharpness with your skin or fingernail. Next, repeat this test with a dull blade with a rounded bevel using the exact same sharpening tools and procedures and the exact same number of strokes. No deviations. Once again, observe the scratches and test the sharpness. My grad school friend and I performed this side-by-side experiment at the University of Tokyo several times, with consistent results. Actually, it was a bet and I won. He had to buy the drinks and snacks for a month.

The Causes of Bevel Obesity

Besides pernicious pixies, the most common cause of bevel bulge is simple carelessness, which Beloved Customer can take steps to avoid once you realize the causes.

It is human tendency to try to stabilize the blade’s bevel on the stone while sharpening by applying more pressure on the rear half of the bevel, resulting in the rear half of the bevel (which is all soft jigane in the case of Japanese plane blades, and mostly soft jigane in the case of chisels) being abraded quicker than the front half (which contains the harder steel lamination), causing the bevel angle to gradually decrease or even become rounded. Even the best craftsmen make this mistake sometimes.

To avoid this tendency, train yourself to focus pressure on the front half of the bevel closest to the cutting edge. At first, you may overbalance and dig the cutting edge into the stone a few times, but with practice and attention, it will become second nature. It is almost a meditative process. Every professional woodworker worth his salt must learn this skill.

There is nothing wrong with making mistakes when learning a muscle memory skill like freehand sharpening, but too many people can’t be bothered to learn, and then become frustrated when their skills don’t improve immediately. In the end, they become defensive, twist themselves into knots defending their inadequate techniques, and eventually adopt the self-justifying position that sharpness is overrated. Patience, grasshopper.

BTW, don’t forget to use your handy dandy brass bevel gauge to both check the bevel angle while sharpening and to keep those piratical pixies away.

Hidari no Ichihiro 30mm Atsunomi. What ignorant, smelly savage would grind multiple bevels on this work of art?

Another cause of the tumescent bevel is the use of secondary bevels or micro-bevels. We’ll look at these aberrations in the next article in this series.

To make multiple bevels work one almost must use a sharpening or honing jig of some sort. Many allow sharpening jigs to become a substitute for real sharpening skills they didn’t bother to learn. Such jigs can become, in effect, training wheels those who rely on them never grow out of. How amateurish.

Conclusion

I encourage you to “invest in longevity” with regards to your tools in three ways:

  1. First setup your planes and chisels properly so they will provide you with long, reliable and efficient service. Setting up chisels improves not only their longevity but in many cases their performance too, strange though it may seem. I will post articles about setting up and maintaining Japanese planes in the future.
  2. Second, true the ura of your plane and chisel blades efficiently without reducing their useful lifespan needlessly, as described in previous posts; and
  3. Third, invest in yourself by developing and honing the hand skills necessary to sharpen your blades quickly and efficiently while consuming only the absolute minimum of valuable time, steel and stone.
Image result for image of mandalorian helmet

Please master the ancient and bedrock-basic skill of freehand sharpening. All it takes is an understanding of correct principles, followed by concentration and practice; The rest will follow. I promise. “This is the way.”

We will look at other causes of bevel obesity in the next post in this series on science over barbarism.

YMHOS

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13 thoughts on “Sharpening Part 21 – The Bulging Bevel

  1. This is far from being boring, if people think so then they can go elsewhere cause last time I check you don’t force anyone to read on!!! I’ve been at this for a while now but still learn things everyday, keep an open mind and grab all available information cause the more you read the more you can select what is worth keeping and what is not!
    I would say that your writing is really entertaining, so just for that people should read on even if they “know it all”!!

    I personally try to keep as flat a bevel as I can and sometimes if I have pieces wood that is being tough on edges, I will on the last stroke or two on the finishing stone “lift” the top of the blade( the part we tap on to adjust it in the dai) to create a “nano” bevel(way smaller than the micro bevel showed every where). I often forget to do this…. I got this info from a friend and it seems to work pretty good! I know some people will put a “back bevel” (really tiny) but I find it more trouble than benefice!!

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    1. David:

      Thanks for your support.

      Indeed, lifting the last couple of strokes to create a “nano bevel (I like that term!) works if it doesn’t go too far. Fact of the matter is that freehand sharpening almost always produces something similar anyway. Problem is if I start writing about it people will immediately let it get out of control. Human nature. The nano bevel on the ura side is an unkind thing to do to a blade and will bite those who do it in the ass.

      Cheers!

      Liked by 1 person

      1. I know, people get carried away and all the sudden the Nano bevel become a micro bevel and soon after is a full on fat bevel…..
        As for the one on the ura side I agree I’m not keen on it!

        Cheers
        David

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  2. Stan, could you say a few words about why Japanese chisels and plane blade bevels are not usually hollow ground (the opposite of bulged) on a grinding wheel before honing? Is it because that would remove too much of the soft steel and leave the harder steel not as well supported?

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  3. Thank you for this, Stan. One of the first Japanese chisels I bought had a bulging bevel. I tried to ignore it and being unaware of what you explained above I could have ignored it. But it didn’t sit right with me. I hated the look of it. I knew that bevel, any bevel, should be flat. Usually I sharpen by hand but I knew this would take some doing and I had to get the angle right so I clamped the chisel in my Veritas honing guide and went at it until that puppy was truly flat. I sweated like a gypsy with a mortgage. But I got it right and now I love the thing. It’s my go-to chisel in that size. Now it’s easy to sharpen by hand and a pleasure to use. Thanks for confirming what I knew by sight was something I had to fix.

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  4. Very few things annoy me as much as people purporting the “superior efficiency” of bevel obesity. A very well written post here; much better then the rant I once posted on a certain forum.

    Thanks for the posts,

    Vincent

    Liked by 1 person

  5. Stan,

    Thank you for your efforts in educating a gentle reader such as myself. I would love to be able to read the research you referenced in this post. Do you have a link or name of the article and publicationL

    Your Gentle Reader
    Tyler

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    1. Beloved Gentle Reader Tyler, I have a copy of my fellow student’s research report, but it is currently buried deep in a storage unit in the Nevada Desert. It was written entirely in Japanese. I suppose a copy may be stored in the archives of the University of Tokyo, but this was before the internet and online storage/access so it would be a time consuming effort to find it, and would be especially difficult since the Wuhan Bio Weapons Labs fun and games. I know the fellow student passed on to the big lumberyard in the sky several years ago. Sorry. YMHOS

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  6. Hi, Stan

    In the last pic if the Ichihiro there are shiney, triangular reflections along the sides of the bevel, similar to the mimi on the bevel of a kanna’s blade. What’s the purpose of them?

    Regards,

    Don

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