I warn you, if you bore me, I shall take my revenge.J.R.R. Tolkein
Your most humble and obedient servant has received many requests over the years for explanations about how to setup, adjust, maintain and use Japanese planes. It’s a big subject, enough to fill volumes and volumes, and an important one to woodworkers, but I will try to explain in enough generality that new guys can follow, and in enough detail that professionals may glean something useful.
In this series we will discuss how to adjust a Japanese plane so it works well, how to tune it to increase performance, how to treat the body to reduce warpage and keep it looking good, how to deal with normal wear and tear, how to periodically tap out and dress the ura during sharpening, and of course how to use a Japanese plane.
This last subject is extremely simple but one many amateur users of Japanese planes and most users overseas get wrong. It happens so frequently that I am confident the improvement in Beloved Customer’s personal performance with Japanese planes will improve dramatically from this last subject alone.
The problem with Japanese planes is that, while they are simple tools, they are at the same time more sophisticated than appearances suggests. Dealing with these subtle details without properly understanding them leaves many as confused as a ball of yarn among a dozen big-eyed kittens, so to avoid having too many strands running all over the place, let’s start with the basics, namely how to adjust them. For purposes of this discussion, we will assume our plane is in good fettle to begin with.
Preparing the Body
Although this is not an issue in the case of the planes C&S Tools purveys, Beloved Customer will want to inspect their plane, and perhaps make a few modifications to the body before playing with the blade too much.
When removing the blade or reducing the cutting edge’s projection through the mouth, we need to strike the body on the 90˚ intersection between the flat end of the plane’s body and its top surface. Accordingly we need cut a chamfer at this location to prevent damage to the body. How wide? 3~5mm is a good range. While you are at it, cut off the corners formed at the right and left sides of this chamfer.
This is a one-time operation.
You also need to cut chamfers on the four edges at the right and left sides (long direction) of your plane’s sole. These chamfers have two purposes. First, to prevent the edges of the sole from chipping. Second, to make a small gap for your fingers to grip when lifting up the plane.
As the sole wears, Beloved Customers will need to be refresh the chamfers at the sole from time to time, so further explanation is necessary.
Some people like big, wide 45˚ chamfers at these locations. Your humble servant has even seen country bumpkins cut these wide chamfers and then carve unsightly grooves resembling a shark’s grin leading from the sides of the mouth to these chamfers for shavings to escape into. Codswallop!
Why is this a problem, you ask? Because the thinnest, weakest portion of any wooden plane’s body is the sidewalls right at the mouth. This is also where most warpage originates, so please don’t weaken it more than is absolutely necessary by cutting unnecessarily-wide chamfers.
In addition, wood removed from the sole by cutting overly-large chamfers reduces the bearing area of wood on the surface being planed accelerating wear on the sole. Keep these chamfers narrow at 2~4mm and a max angle measured from the sole of 25~29˚ More than this is unnecessary and possibly harmful.
A chamfer is not necessary at the trailing end of the sole so long as you have the self control to not strike the sole with your mallet.
Do not cut a chamfer at the leading edge of the sole as it will guide sawdust and shavings between the sole and the surface you are planing. Pas bien.
Apply a small chamfer on the front and side edges of the top surface, just enough to prevent chipping. 45˚ chamfers are fine, but a roundover (bozumen 坊主面 which translates to “Priest’s edge,” probably in reference to the bald head of Buddhist priests in Japan) is a friendlier, more elegant edge treatment, IMHO. Your choice.
Hammer or Mallet
In order to use a plane of any kind, one must remove the blade to sharpen it, and then re-install the blade and adjust its projection from the body’s mouth to produce a wood shaving of the desired thickness.
Like most wooden-bodied planes, one adjusts a Japanese plane by striking it with a hammer or mallet. To drive the blade further into the wooden body (called a “dai” 台 in Japanese) when installing the blade or when increasing the depth of cut, one taps the head of the blade down into the wooden body. Pretty straightforward. But like most things in life, there are both clever and stupid ways to get even simple jobs done. Let’s consider some of the clever ones, shall we?
You can use either a metallic hammer or a mallet made of wood, plastic or even rawhide to tap the blade or dai during these operations. They all work just fine, but there are long-term consequences to this selection you need to be aware of.
In Japan a steel hammer is traditionally used by carpenters to adjust planes. Without a doubt it’s convenient and effective, but there are some serious downsides to using a steel hammer you may not realize. Those include:
- A steel hammer always mushrooms the blade’s head, without exception;
- A steel hammer always dings the blade’s pretty face when adjusting the chipbreaker, and most critically;
- After many strikes, the high impact forces of steel hammers impart will often crack and even split the wooden body (dai). Ouch!
A deformed and ugly blade may not be a tragedy, but a split body is an expensive and time-wasting catastrophe, especially if you are a professional that needs his planes to keep cutting.
There may be Beloved Customers who will say: “But I’ve seen Japanese craftsmen using steel hammers to adjust their planes, so it can’t be wrong.” The first part of this observation may be true, but the last bit isn’t. The undeniable truth is that steel hammers have created many ugly, dinged, bent, and mushroomed blades, as well cracked and splintered many dai, mostly unnecessarily. Some carpenters are especially abusive of their poor planes, sorry to say, but not all Japanese craftsmen are so inured to the suffering of their tools.
C&S Tool’s planes don’t deserve such violent abuse, so we recommend Beloved Customers use a wooden mallet to adjust them. Without exception. A plastic or rawhide mallet with a wooden handle will work just as well.
Removing the Blade and Chipbreaker
Both the blade and chipbreaker are removed by tapping the chamfered corner of the block behind the blade with a mallet. We discussed this chamfer above.
It is of course possible to loosen the blade by tapping flat on the flat tail end of the block, but there is a risk of striking the bottom edge and deforming or even chipping the sole. Best avoided altogether.
The physics work best when the mallet impacts are applied in a direction more or less parallel with the blade’s long axis.
Your humble servant prefers to make this striking chamfer wide to minimize deformation of the body, but this is a personal preference. If your plane’s body is not chamfered, creating it is is an important first step.
The chipbreaker (uragane) must be removed before the blade, but you need to be careful to prevent two unfortunate things from occurring during this process. The first thing to avoid is the chipbreaker jumping out of the block providing Murphy the opportunity for gleeful mischief.
The second thing to avoid is the blade backing out of the body further/faster than the chipbreaker causing the chipbreaker to ride over the blade’s extreme cutting edge dulling it. This point is one newbies often overlook until they wonder why the pretty cutting edge they just sharpened is dinged even before they begin cutting.
How does one keep blade and chipbreaker under control? Your humble servant recommends pressing a forefinger onto the chipbreaker and applying pressure upwards when removing it. Do the same on the face of the blade when its turn comes/ as shown in the photos below.
Once the chipbreaker is loose, remove it and go back to tapping the body to loosen the blade further. Continue to apply light pressure to the blade’s face to better monitor the blade’s movement, and to prevent it from jumping out of the body.
Adjusting the Chipbreaker (Uragane)
The chipbreaker is a recent addition to the Japanese plane. In earlier centuries, they had only a single-blade. Unlike the Western Bailey-pattern planes that incorporate the chipbreaker into the linkage necessary to adjust the blade, hiraganna planes work just fine without the chipbreaker. Indeed the chipbreaker’s only role is to reduce tearout, so when tearout is not a concern, removing the chipbreaker will reduce the force necessary to motivate the plane and may even produce a smoother cut.
The chipbreaker of a new plane often needs to be fitted to the blade and body using files and stones, but that is a subject for a future article, so to keep things simple, so for now we will assume the chipbreaker is in good shape and is happily wedded and bedded to its blade.
Gentle Reader is no doubt wondering how to adjust the chipbreaker with the large head of a mallet. The answer is to use the butt of the handle as shown in the photo below. Just hold the mallet’s handle in a fist with the head upward and bring the handle’s butt down on the the chipbreaker. Easy as falling off a log, as my dear departed father would say. The connection between the mallet’s head and handle must be quite solid, of course. These mallets are easily made.
Using this technique, your plane blades will look beautiful, and your dai will give many years of reliable service. And although they only have tiny mouths with just a single, shiny, silver tooth, if you look carefully you will sometimes see their clever little smiles.
To remove or back-out the chipbreaker, one strikes the dai as if loosening the blade, but with a finger on the chipbreaker to keep it from dragging over and perhaps dulling the blade’s cutting edge.
When adjusting the chipbreaker, sometimes the blade will shift position too, so a back and forth adjustment of blade-chipbreaker-blade is sometimes necessary. The tighter the fit of the blade and chipbreaker in the body, the more fiddling is required, so craftsmen such as joiners, sashimonoshi and cabinetmakers that routinely make fine, precise cuts and sharpen frequently tend to prefer thinner blades that fit into the body with less force and are easier to adjust than do carpenters who perform less refined work.
We will delve into this aspect of handplane setup in our journey ass over teakettle down the rabbit hole in a future post.
Adjusting the Blade
In order to take a clean full-width cut, the blade must project from the mouth the appropriate amount, and evenly across its width. In other words, it must not project too far, nor too little, and one corner of the blade must not project more than the opposite corner.
To evaluate the blade’s projection through the plane’s mouth, hold the plane upside down to a light-colored uniform background and look along the plane’s sole. The correct projection will be a thin line of uniform height across the width of the sole. If one side of the blade is projecting more than the opposite side, the blade is either skewed in the body, or it is shaped skewed.
If the blade is skewed, tap the head to the right or left with the mallet. If, however, a few taps fails to make the projection uniform, the blade’s cutting edge must be reshaped.
Please be aware that continued lateral pounding on the blade will not improve the situation and may damage the wooden body.
Most planes allow a little bit of wiggle room for the blade, but sometimes, especially if the body shrinks in width due to reduced ambient humidity, the notches in the side of the mouth may need to be pared slightly deeper, or the blade ground narrower, to provide this right/left wiggle space. Be very careful, however, to avoid paring these grooves more than a thin shaving or two wider because, as mentioned above, removing wood at the grooves directly and irrevocably weakens the most tender point in the wooden body.
To test the projection of the blade, and ensure skew has been removed, hold a short, narrow piece of softwood such as pine or cedar in your hand and run it over the cutting edge, first on one side of the blade, then the opposite side, and finally the center, and observe the shavings (if any) produced. They will tell you the truth. Be careful not to shave your fingers unless they have become hairy (ツ).
Even experienced craftsmen betimes become gutted, gobsmacked, and guragura upon discovering their otherwise perfect plane blade has become skewed and is projecting too far on one side to be adjusted for a good cut without resharpening it. Of course, the culprit is almost always pernicious pixies, but a wise Beloved Customer (are there any other kind? Absolutely, totally and in all other ways inconceivable!) will be careful to follow Petruchio’s example and tame the skew. And don’t forget to use a hardened stainless steel straightedge to check the blade for square when sharpening.
Striking the Body of the Plane
Your humble servant does not want to seem repetitious, but just so there is no confusion, I feel compelled to review a point or two before we end this discussion.
When backing out or removing the blade, make it a habit to strike the chamfered edge of the dai behind the blade alternating between the right and left sides instead of dead-center.
Also, angle your strikes so they are more or less parallel to the long axis of the blade. With a little practice this will become second nature. The reason for this action is simply that it is both more effective and at the same time helps to keep the dai in one piece.
Please, never strike the flat tail end of the plane’s body flat-on, but only the chamfered top edge behind the blade. Too many people who strike the flat end of the tail get carried away and end up damaging the sole.
If you examine your plane you will notice that there is actually very little wood holding the plane’s body together in the mouth area. Indeed the only continuous wood is at the sides, and it is only as thick as the distance between the bottom of the blade grooves and the exterior sides of the body. Not a lot of meat.
If we strike the body’s tail in the center, the body, being relatively unsupported in this area, must flex creating stresses, sometimes enough to crack it, sometimes even enough to split it. This sort of damage is common, but almost entirely avoidable because, if we strike the right and left extremes of chamfered edge behind the blade, stresses will be carried through the stronger sides reducing the chances of cracking and/or splitting the tail. You can feel and even hear the difference if you pay attention.
If you don’t care how your plane looks, and prefer replacing or fixing their wooden bodies instead of using them, by all means scrupulously disregard this suggestion, in which case you might want to get some extra bubble wrap to keep yourself entertained while the bolt and epoxy repair to your plane’s broken body cures.
Damage to the body or blades of C&S Tool’s planes caused by the incorrect use of metal hammers will void the tool’s warranty.
When you purchase a plane, the blade is already installed in the body, although the cutting edge is usually recessed inside the mouth to protect it. The first step, therefore, is to remove the blade and examine it.
If you live in a low humidity area such as Nevada or Arizona in the USA and purchase a plane from a part of the world with high-humidity at times, such as Japan, it is wise to remove the blade and set the plane aside for a few days to let the body become acclimatized, especially if you plan to use the plane in a space with central heating and cooling which may cause the wooden body to shrink in width.
If you plan to store your plane for several years in a dry climate, or in a space with central heating and cooling, we recommend you remove the blade and chipbreaker, oil them, wrap them in aluminum foil, and store the body and blades together but without being installed in the body to prevent the blades from restraining the body’s shrinkage causing it to crack. Just to be safe.
In the next post in this adventure we will discuss how to modify a Japanese plane’s body to make it easier to use.
And please remember the wise words of the Sage of Possum Lake: “Remember I’m pullin’ for ya–we’re all in this together.“
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