Procuring Wood

We are men of action. Lies do not become us.

― William Goldman, The Princess Bride

No doubt Gentle Reader will agree that the sights, smells and other sensations of working wood are wonderful. And of course we all appreciate owning beautiful, enduring, useful objects made from wood with our own hands and tools, but how best to obtain this supremely sustainable environmentally-friendly material for our projects?

For purposes of this article I am assuming Gentle Reader does not use fully-milled S4S (surfaced four sides) boards exclusively, nor that you start each project from standing trees or even logs, but rather begins your projects with rough-sawn lumber of the sort pictured above and sold not at home centers but at lumber yards.

If this assumption is correct I encourage you to build a relationship with small sawmills, often located far from the beaten track, who are willing to sell directly to craftsmen at their yard. This may take some hunting and travel. And you will need to build mutually-beneficial, respectful relationships with the owners of these small businesses. To that end, I encourage keeping a few things in mind and acting accordingly. 

Remember that, while sawmills are small businesses, Sawyers aren’t shop keepers, waiting by a register at Home Despot with nothing to do but play Candy Crush Saga on their iPhone until you arrive. They are always busy, their profit margins are thin, and their time is money, so if you want to do business with them, you would be wise to not waste their time. This requires forethought, planning, preparation and action as outlined below.

Planning

Your humble servant is fond of making a good plan, and then working that plan, while remaining flexible and responsive to reality. In commercial situations, a good plan for woodworking must include complete drawings with dimensions and clear details, materials specifications, a cost estimate, a time schedule and a reasonable contract to be reviewed and approved by all parties involved before work begins. And shop drawings too must be produced and approved, of course.

But in the case of personal woodworking for pleasure, I like to leave the details of the plan a little looser, a little more flexible to allow me to better adapt to time, cost and material constraints and to permit interesting improvisation. My tools love improvisation. What about yours?

When it comes time to procure wood, we need at least an initial plan that lists approximately how much wood we need, its species, length, width and thickness. This plan must take into consideration the limitations of the tools (e.g. jointer, planer, bandsaw etc.) we have at our disposal to mill the wood after we purchase it. With this in hand, and assuming a realistic fudge factor of 13~20%, we’re ready to go hunting for wood.

Seeking a Source of Wood

Home centers and lumber yards are convenient to purchase wood from, but the cost may be relatively high and selection may be poor and/or boring. Given the option, and the ability to transport the wood (or to have it delivered), I prefer to purchase directly from small sawmills instead.

When I was residing in the USA, locating sawmills was not easy. I ended up purchasing hardwood mostly from Amish sawmills in Central and Eastern Ohio, and both hardwoods and softwoods from mills in the mountains of Northern California and Southern Oregon. But nowadays the internet appears to make sourcing much easier. 

Father and son surfacing boards in an Amish sawmill

I enjoyed purchasing wood from Amish mills. No frills, no BS, just honest wood sold by honest men. They’re not as convenient as Home Despot. They don’t advertise, don’t have websites, may not have telephones, won’t do email, and they’re always closed on Sunday, but if you drive into Amish country and ask around at local stores and gas stations you can usually find them. They are deeply religious and absolutely family-oriented folk, so watch your language, be polite and respectful, and be sure any women accompanying you dress modestly.

I don’t trust evil Google anymore, but a quick search on DuckDuckGo just now listed dozens of sawmills selling lumber to end-users around the US. A local Chamber of Commerce might be able to direct you too.

Other sources of information about sawmills I’ve had good luck with are cabinet shops, stair shops, custom door shops, millwork contractors, and interior contractors, all businesses that buy a lot of roughsawn wood. Better to drop by and ask in person than to just telephone or email.

A diesel-powered Amish bandsaw mill

If there’s a woodworking club or guild in your area they’ll know the local suppliers for sure and for certain.

Storage

Before you select and purchase your wood you should make sure you have space to store it unless, that is, you plan to cut it all up in a day or two after purchase. Be sure you don’t buy more than you can conveniently and safely store.

Improperly storing lumber so it’s not supported correctly will cause it to warp. If it’s exposed to rain and snow the resulting differential moisture content will always cause warpage. And of course, your boards may become dirty, or bugs may infest it. I hate wasting good wood.

If your ceilings are high enough, you can stack boards vertically, leaning against the wall in a corner of your apartment, house or garage. Be sure to stack it carefully so it won’t warp. Most importantly, tie it off securely so it can’t fall over and crush your kiddies. Notice I wrote “can’t” not just “won’t.” This deliberate choice of language is evidence of my deep confidence in Murphy’s active inclination for malicious harm. Indeed, here in Japan, most lumber is stored vertically, and many injuries and even deaths have resulted from toppling lumber.

A Gentle Reader pointed out that storing lumber this way with the board’s end resting directly on soil may invite termite infestation. Of course this is absolutely true, assuming the ground touching the board is infested with termites and the moisture content of the soil and wood are inviting to such insects, conditions that are often easily met. Best to elevate the boards above the soil by resting on concrete, bricks or cinder blocks, or on the floor of your apartment, house or garage, as noted above.

A Japanese lumber warehouse with vertically-stored product.

The best and safest way to store lumber, IMHO, is to place some stickers (three minimum) on a level floor, in a place protected from the weather, and to neatly stack your lumber on them. 2×4’s placed on edge are usually good, but you may want to skew them a bit for improved stability in the long direction of the lumber they will support. Be sure these stickers are all the same width and that once placed the top edges of all your stickers are situated level and planar (in the same plane). Don’t assume for a second that the floor or ground are level. If your check confirms it isn’t, shim the stickers so they are level and planar. 

Use a spirit level to confirm the top edges of your stickers are level, and a stringline (aka “dryline”) to confirm the top edges are all planar.

Place thin stickers of uniform thickness between each layer of your lumber, so it will continue to dry without warping.

It’s easy to store lumber outside under the eaves of a building, but since it will be more exposed to rain, snow, weather, dust and critters, a few extra precautions may be called for. Once again, place your stickers properly and lay plastic sheeting on top of them. Then stack your lumber on top of the plastic, and wrap the plastic over the top of the stack so rain and snow can’t wet the wood, but leave the ends loose and tented so air can circulate. It may be best to place a few sheets of plywood or roofing material over the stack, well-weighted down so it won’t blow away during a storm.

Once your lumber is stacked, place newspaper or other paper on top to protect your beautiful wood from airborne dust and grit. Plastic is OK if the stack might be exposed to rain, but be aware it may slow the wood’s drying and/or cause the growth of discoloring mildew, so you may want to plan for some air circulation.

Another storage option is to attach steel or wooden brackets high on the wall of a garage, barn or outbuilding that can safely bear the weight. The top edge of these brackets needs to be level and planar to prevent the wood from warping. Don’t place your lumber directly touching these steel brackets, however, but lay down plastic or wood under your lumber to prevent dark lines of iron corrosion from developing in the wood. 

Again, place newspaper on top of the stack to protect it from dust accumulation. Getting wood safely onto and down from these high brackets may be challenging, so be careful.

Preparation & Action

Once you’ve formulated a plan, located some potential sawmills or sources, and arranged safe storage, it’s time to take action. I recommend the following preparations and actions.

  1. Call ahead or visit and make introductions, describe your needs in some detail, and arrange a time to select wood. Make sure the proprietor understands that, after an initial perusal, and on condition he has the wood you need, you will conclude your purchase immediately with hard cashy money and without any tedious paperwork. The Amish, for instance, accept only cash.
  2. Know what variety, and approximately how much wood you need before calling the sawmill. For instance, you need to be ready to say something like “I need 200 board ft of 8-quarter (2” thick) maple, 10’ long 10” wide. ” He may not have that species wood, with that figure, in that size, in that quantity in-stock. Even if he doesn’t have exactly what you need, he may be able to suggest alternatives, or point you to other suppliers.
  3. Be sure to ask if the wood he can supply has been kiln-dried or air-dried and how close he thinks it might be to equilibrium moisture content. He may not know, and that’s alright too. On the other hand, if he says everything he has in-stock is freshly milled and sopping wet, you may want to look elsewhere unless you’re prepared to wait for a couple of years for the wood to dry in storage.
  4. Learn how to evaluate lumber grades and how to calculate board-feet. 
  5. Ask the following questions:
    1. “Do you have a minimum sales volume or dollar amount?” He’s not a Home Despot focused entirely on high-volume retail sales in small quantities, after all.
    2. “How late are you open?” Sawyers tend to start work early, so you need to be done with your selection and complete payment well before he locks the gate at the end of his workday.
    3. “Can I bring my truck into the yard to load, or must I park out front?” and “Where should I park my truck so it’s out of the way?” Customers parking willy-nilly and blocking traffic are a frequent problem for most lumberyards. If he won’t let you bring your truck into the yard, you’ll need to bring/borrow a cart or be willing to hand-carry your boards to your truck.
    4. “Are there any varieties of wood or stacks not for sale?” Sawyers often receive orders from regular commercial customers months in advance and keep partially-filled orders set off to the side, so while it may appear he has plenty of the wood you want, it may not be for sale, or he may be unwilling to break down a stack for the few pieces you intend to purchase. If he does have such reserved stacks, find out which ones they are, don’t touch them, and don’t pester him about them.
    5. “What are your safety rules in your yard?” As mentioned above, the Sawyer may require you to use full PPE (personal protection equipment) including safety shoes, hardhat, safety vest, safety glasses, ear protection, and cut-resistant gloves, or he may be OK with your usual business-casual attire of frayed jeans shorts and flip-flops. Fashion statements aside, it’s just professional to be prepared and learn the rules beforehand.
  6. When you visit the mill, bring all the safety equipment the yard rules require. Even if they are not required, please have the sense to wear certified safety shoes, an orange or yellow reflective safety vest (very important in a lumberyard where vehicle and foot traffic meet in tight quarters), and to have cut-resistant safety gloves tucked into your belt. It is also wise to bring safety glasses, ear protection, and a certified hardhat just in case. You may think you don’t need this PPE, and perhaps you won’t, but the Sawyer’s yard safety policy and/or insurance may require it. Best to be the prepared professional.
  7. Bring a tape measure and moisture meter with you to check the actual moisture content of the actual wood yourself before you purchase it because, if it’s too wet, you will need to sticker/store it while it dries. Be sure you understand the acceptable range of moisture content you buy. 12% is pretty good for lumber stored outside, and 18% may be just fine, but 30% MC will be too high. High moisture content may not be a problem if you know how, and are prepared, to deal with it, but even then please don’t pay full-price for lumber you’ll need to dry for a year or so before it’s useful.
  8. Be prepared to attach at least one red or orange safety flag to any lumber you purchase if it projects out past the end of your truck’s bed much (6′).
  9. Bring enough rope and/or ratcheting safety tie-downs to keep the lumber you purchase from shifting in the bed of your truck while underway. Watching your newly-purchased pretty boards spread artistically all over the freeway in your rear-view mirror may be exciting for you, but I guarantee you folks in the vehicles following will not thank you.
  10. Be prepared to do all your own grunt work, including sorting, lifting, carrying and loading. Don’t expect the sawyer to do more than use his forklift to move stacks around for you, even if you’re accustomed to other retailers accommodating your bad back. Bring a helper if necessary. Bored sons and young boys are useful for this and can benefit from the experience, at least that was my father’s viewpoint, and in retrospect, I heartily agree. Be sure any young folk that accompany you are cautious, respectful and follow the sawmill’s rules, as will you. Provide cut-resistant gloves so their mothers won’t berate you for any cuts or slivers they manage to collect. Modern mothers are irrational about that sort of thing. And hi-viz safety vests can prevent crushed kiddies.
The Dude Abides

In the Lumberyard

Dealing with retail customers that purchase in small quantities is a pain for all businesses, so if you want to develop a reliable source for good wood without buying by the trailerload, make of yourself a mellow, good customer. The following tips will help.

Jimmy Choo’s Safety Shoes from his new “Prostate Exam” Collection
  1. Leave Fido, your pet goat, your mother-in-law, and all small children at home where they’ll be safely out of the way. I grew up in lumberyards, so I know how dangerous they can be with trucks and forklifts operated by tweaker teenagers zooming around, teetering stacks of wood aching for a chance to topple, and sharp slivers, nails and bloodthirsty staples sticking out everywhere. If you bring a teenager to help, be sure he too wears the required PPE.
  2. Most Sawyers are not setup for efficient retail sales, and few can process credit cards or online payments. Of course, checks from people they don’t know well are never welcome. In fact, he may not agree over the phone or by email to sell to you directly at all, but once you are face to face, cash in hand, and you flash your best Brad Pitt smile, everything should be fine. In any case, it’s important you help make the selection and payment processes go as quickly and smoothly as possible, so unless you have an account with the Sawyer, be prepared to pay the exact amount in cash, without requiring change for big bills. 
  3. If you need to park your truck in spaces between stacks, leave your keys in  the ignition when you step away for a bit so the Sawyer can move it to allow large trucks or loads of wood to pass. 
  4. When sorting through lumber stacks, set some stickers (at least three 2×4’s on-edge) on the ground nearby (out of the way of passing trucks and forklifts) to temporarily place the lumber you’ve removed from the stack and to keep it off the ground and clean.
  5. Never place a board directly on the ground or pavement until you’ve paid for it. And don’t ever be so rude as to toss boards you haven’t paid for.
  6. Never step on wood until you’ve actually paid for it. It isn’t yet yours to mark with your pretty pink boots from Manolo Blahnik’s Ironworker Collection.
  7. Never place the end of a board into dirt or gravel until you’ve paid for it.
  8. Keep a running count of the board feet and approximate grade of the boards you have selected to purchase. Tell the Sawyer your final count, and show him your calculations, but be prepared to defer to his count if it differs, at least until you become a large-volume customer.
  9. Lumber dealers, and especially those who are accustomed to selling in volume to commercial accounts, dislike customers who “cherry-pick” their stacks taking only the best boards and leaving mediocre boards behind. More despised are those rude, lazy souls destined to roast for eternity spitted and rotating over Satan’s tar-fired barbecue pit who leave stacks a disorganized jumble inducing the remaining lumber to warp. Please firmly control your inner penny-pinching Scrooge (excruciatingly difficult for many) and select a mix of boards, not just the best ones. They’ll all come in useful. If the only boards you can find are hopelessly useless, discuss the problem with the Sawyer using a non-belligerent, even apologetic, tone of voice. If it’s your first time visiting this sawmill, consider buying some sub-standard lumber just to get off on the right foot. Hopefully he’ll make it up to you next time.
  10. After sorting through a stack of lumber, if reasonably possible, be sure to expend the time and effort to fix or realign the stickers so their top edges are level and parallel (a spirit level and a stringline are handy for this task) and always neatly restack the boards you’ve moved but won’t be purchasing so the stack looks better, is more orderly, and more stable when you leave than before you touched it. This is supremely important. Besides looking tidy and saving the Sawyer work, this minimum human courtesy (vs. arrogant, pigish rudeness) will help preserve the value of the lumber you leave behind, it will show respect to the Sawyer, and will earn you respect in turn so you’ll be welcomed back again. Sawmills often give slightly better rates to return customers with such professional manners who make less work for them. The inverse is also true.
  11. Bring something to share with the guys at the lumberyard and office they can enjoy and that will cement your cherubic face in their memories. For example, personally hand each one a cold beverage, or a couple of your wife’s award-winning double-death-by-chocolate chip cookies. It helps to make friends.

I hope this little article has been a little useful.

YMHOS

Just where the heck is that stack of 8/4 zelkova wood he mentioned?

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Beginning Tools – Part 1 Measuring, Marking and Layout

An antique craftsman-made sumitsubo with shishi lion and peony perched on the lip of the “pond.”

A good tool improves the way you work. A great tool improves the way you think.

– Jeff Duntemann

Over the years your most humble and obedient servant has received many inquiries from Gentle Readers new to woodworking about what tools they should procure at the very beginning of their adventure. The internet is chock-a-block with both confounding confusion and beaucoup BS on this subject, some dribbling from amateurs and even more sprayed by marketing pukes and clickbait sages. Heretofore I haven’t really scribbled anything on the subject in this blog.

But now, at this fork in the crossroads, beginning with this article your penitent servant will share some thoughts about what tools a beginner needs to perform a lifetime of excellent woodworking, with minimum wasted time and funds, and the recommended priority for obtaining them.

Reluctant Advice

From this point forward I will be so bold as to make some suggestions about the the tools I recommend.

But first allow me to explain my viewpoint on the subject to help you gauge how much saltpeter and sulfur to mix with your charcoal, if you follow the allusion. You see, I enjoy giving Beloved Customers excellent choices in tools, but I’m allergic to giving casual advice. Why? Because even advice given honestly, with the best of intentions, and without profit motive often yields bad consequences. And sneezing.

In Proverbs 12:15 it’s recorded that Solomon the Wise (and disobedient) taught the following: “The way of a fool is right in his own eyes; But he who heeds counsel is wise.” Sounds good, I suppose, but does this mean that the man who’s convinced his honest decisions are correct, even after much study and experience, must still be a fool? Are only those who rely on counsel wise? What if the counselor he relies on is a blasted fool or a greedy, lazy influencer? Is all counsel equal in value?

King Solomon’s most famous descendant once said “Ye shall know them by their fruits.” Sounds like reasonable evidence-based judgment to me. So what were the fruits of Solomon’s advice? The record tells us that he thought his judgement so wise that he frequently ignored it on an epically immoral scale and with tragic, destructive results.

While less decisive than Proverbs but equally concise, I think Professor Tolkien’s insight on the subject may be even wiser, and so I have taken it to heart. In the Lord of the Rings he wrote “Advice is a dangerous gift, even from the wise to the wise, and all courses may run ill.”

Solomon’s fabulous famous folly aside, your humble servant has seen first-hand ostensibly wise advice purchased from reputedly wise “experts” at unjustifiably high cost run horribly ill too many times, so I dislike giving advice. And there’s the sneezing thing too, of course.

But since advice is what’s required, in this series of articles I will climb far out on a skinny tree limb to offer the following advice on two conditions. First, I insist Gentle Reader accept the value of this advice as worth no more than what you pay for it (nothing), and second, that any consequences that spring from your acting on this advice are entirely yours. Accordingly, I won’t be offended if, like Solomon the Wise, you decide to ignore it entirely and get yourself another hundred foreign girlfriends instead.

Anyway, back to the subject at hand.

Tool Categories

The following are the four basic categories, by function, of the tools I believe a beginner needs to possess to get started in a lifetime of woodworking, whether as a career or hobby. You’ll most likely need all the tools listed here eventually, but you won’t need them all at once to make excellent things from wood. The categories are as follows:

  1. Measuring, Marking and Layout Tools: 
  2. Sawing Tools
  3. Chiseling Tools
  4. Planing Tools

Of course, depending on your projects, you’ll need tools that don’t fit neatly into these four categories, such as those used for processing trees and making lumber, nailing, boring/drilling, screwing, gluing, clamping, laminating, sanding, edge treatment, assembly, and finishing. When it comes to these other categories of tools, I can only encourage Gentle Reader to rely on your prodigious innate common sense.

Each list is divided into two tiers. The first tier includes absolutely necessary tools. The second tier lists essential tools you will eventually need, but can get by without until later.

So let’s begin by examining the minimum measuring, marking and layout tools every beginner needs. I will deal with the other categories in future posts. If I’ve forgotten anything critical, please let me know in the comments form below.

Essential Measuring Tools (Tier 1)

While chopping, sawing, carving, joining and planing get all the attention, final results in woodworking (and all physical trades for that matter) can never be better than one’s skills at measuring, marking and layout, so woodworkers and builders need to own the related tools and master them.

By no means sexy jobs, both ancient and modern history provides endless examples of poorly performed measuring, marking and layout work buggering cost, schedule and quality goals with a barge pole wrapped in barbed wire. No wonder these jobs have historically been assigned to the most experienced and intelligent craftsmen. The simple tools included in this category will serve you well in any handwork activity, not just woodworking.

One caveat. I have listed a few tools below that are modern precision tools beginners should own and learn to use skillfully, but I know a few purists who find such tools violently repulsive. The truth is that the more experience one obtains, the less one tends to rely on absolute measurements in millimeters, inches, or cubits, and more on relative precision. But possessing the tools to perform precise measurement is nonetheless necessary if you plan to do quality work.

Necessary Measuring Tools (Tier 1)

You’ll need the following essential measuring tools from day one.

1. Quality Tape Measure with an accurate sliding hook (check to make sure it’s not sloppy). Size will depend on the projects you plan to undertake, but 2-4 meters is a minimum useful length for cabinetry, furniture making and joinery. Get a reputable name brand, with a warranty. Avoid like an Asian giant hornet with flaming hemorrhoids any cheapo crap made in China, India or Vietnam. Tape measures are a bit delicate and don’t last forever, so treat yours gently and check it frequently against your precision straightedge for accuracy and damage. Do not rely on it for great precision. Since ancient times the folding scale has been thought superior, a sentiment with which I agree in the case of some jobs. But in general nothing beats a quality steel tape measure for most quick and dirty measuring tasks.

2. Precision Straightedge (12”/300mm long) with accurately, deeply etched graduations. This is a precision measuring and layout tool. Good quality graduations are useful for precisely indexing and guiding layout tools such as pencils, pens, divider points, and a marking knife. Hardened stainless steel is ideal for durability. Best if it’s made to high quality standards (JIS, etc.). You’ll use it not only for measuring and checking the accuracy of your other tools, but more frequently for checking that surfaces are flat and free of wind (twist). If treated with respect, it will serve you well for a lifetime. 

3. Try-square (see item 2 below). The handy dandy try square has many uses as a measuring tool, but rather than making numerical measurements, its most important job is checking that right angles of components, tools and assemblies are indeed 90˚ , a check one must make constantly and quickly when planing/machining the components of furniture, joinery and cabinetry and casework not to mention setting up portable and stationary power tools. Most try-squares sold nowadays are poor quality Chinese or Indian junk that are out-of-tolerance when new. I too like pretty tools and realize that a plain stainless steel square doesn’t look as cool as more traditional squares with rosewood stocks and brass fittings, but the blade and the stock should both be made of stainless steel and should be solidly welded to each other, not glued or pinned. Best if the blade is hardened. Graduations are not necessary. Get this essential tool wrong and all is lost.

Necessary Measuring Tools (Tier 2)

4. 1-meter stainless steel precision straightedge. This tool needs to be certified by a reputable standards organization, such as Japan Industrial Standards Committee (JIS), NIST: National Institute of Standards and Technology (USA); UKAS United Kingdom Accreditation Service (UK); DIN (Deutsches Institut für Normung), etc.. Why does certification matter, and why is it worth the extra cost? Fraud and deceptive marketing are more common now than ever, with many well-known manufacturers taking a page from Chinese Best Industrial Practices of bait, lie, mislable & switch. In the case of a tool certified by an organization such as NIST, JIS, DIN etc. with a valuable reputation to lose, you are much less likely to be fleeced by quality crooks. Indeed, this tool, along with the 12″/300mm straightedge and try square listed above must be accurate enough to serve as one of your own in-house “standards.” It must not only be extremely straight when new and stress-relieved, to avoid future warping, but it must have deeply, uniformly, precisely-etched graduations. It’s OK if it spends most of its life hanging from a nail on the workshop wall, because there will be times when it will be critical for quickly for checking surfaces for flatness and wind, layout, assembly, dimensioning boards and fettling handplanes.

5. Caliper Gauge: This gauge can be of the vernier, dial or digital variety, whichever type you like and can afford. Once again, buy a certified product. This tool is useful for precisely and quickly measuring, comparing and laying out distances and dimensions. Some are sold with carbide tips convenient for directly scratching layout arcs/lines/points in harder materials such as metal or stone. Will you use it constantly? No, but for those tasks where it’s needed, nothing works as well or as quickly. Quality vernier calipers cost much less than the dial or digital variants, and are not as delicate, but take more time and concentration to use well. Once again, nothing made in China, India, Vietnam, Cambodia, etc. When in doubt, I buy Mitsutoyo.

Necessary Layout & Marking Tools

Try Square (same as see item 3 above). This tool is absolutely indispensable for layout and marking of joinery, cabinetry, and furniture work. 100-150mm is a handy size for furniture work. Even if your workshop has been thoroughly purged of pernicious pixies this tool will be dropped, and will wear out in-use, so a useful one will have a welded (not just pinned) connection between the thinner blade (aka beam or tongue) and the stock. And, this is important, the blade will be made of hardened stainless steel. Graduations are totally unnecessary. Used for marking 90˚ lines and checking for squareness. Matsui Precision makes the best one I am aware of after much searching and hands-on experience in the field.

7. Framing/Carpenter’s/Builder’s Square.

Essential for checking lumber, laying-out and marking of larger joints, casework, checking square of larger joints and assemblies, working with doors, panels, and plywood, and many other tasks. Regarding materials, carbon steel squares are heavy and always turn red and go away, so I don’t recommend them if you have a choice. Stainless steel is more durable, but still heavy and costlier. Aluminum will suffice. You may need to true it, but this is easily done with a hammer, punch and file. Just ask me how when you think it’s necessary. This is a tool with a long history you should be proud to own. In all nations more than a few centuries old, the carpenter’s square has been associated with stability, honesty, righteousness and order, all traits a craftsman should seek to foster in himself, his family and his crew. In Japan, this tool was traditionally extremely expensive and was considered the craftsman’s “spirit” in the same way the sword was revered as the warrior’s spirit by the warrior caste. Indeed, in past centuries, stepping over a carpenter’s square resting on the floor or even ground was seen as a mortal offense resulting in bloodshed at times. Such emotional sentiments did not extend to other carpentry tools. The Japanese version of this tool goes by several names written several ways including “kanejaku,” “magarijaku”(written 曲尺or 矩尺), “sashigane”指矩, and several other names. Don’t ask me why. Unlike the Western square of uniform thickness, the better Japanese kanejaku have a variable cross section for less weight/greater rigidity. Being thinner, smaller, more flexible, and much lighter in weight, the Japanese square is handier to transport and use in the field. Of course, it has a couple of disadvantages such as not handling longer/wider boards as well, and being more difficult to control because it’s more flexible. Horses for courses, of course, so I own and use both types.

8. 45˚ Stainless Steel Layout Tool or quality speed square for laying-out miters. An accurate combination square will work too, but such tools are relatively expensive and quite fragile. The Shinwa tool shown below is cheaper, much tougher and absolutely reliable.

9. Marking Gauge: There are many types of marking gauges, most of which the craftsman can make himself without special tools or machinery. Perhaps this will be the subject of future articles. In any case, you will need at least 2 types of gauges.

The venerable old Stanley No.65 marking gauge.

The classic type has a single pin or blade to cut/scratch a single line with each stroke and has been around since Moses wore gator skin loafers. You can make versions from scrap wood, nails, or scrap steel easily yourself.

An excellent kamakebiki mortise gauge by Kinshiro

The second marking gauge you should have is called a “mortise gauge.” This tool has two pins or blades to make 2 parallel lines, at a set distance from each other, with a single stroke. It’s especially suited for quickly and precisely marking mortises and tenons and installing hardware. I prefer the Japanese version of the mortise gauge called the “kamakebiki” (sickle mortise gauge shown above) which has two L-shaped steel blades, easily adjusted and easily resharpened. A handy tool indeed.

Having multiple marking gauges on-hand will help to minimize the time you must spend resetting/adjusting the pins/cutters, a principle key to performing precise work consistently because every time a gauge is reset, error creeps in, sure as pigs are made from bacon. Marking gauges are simple tools easily mastered, but don’t underestimate the importance of owning a few and mastering them completely.

TheTite-Mark marking gauge

The Titemark gauge is an excellent tool, not only because it cuts consistent lines, but because it can be quickly and precisely set using a single hand and no tools. The only downside is the depth of cut is shallow and the cutter is easily damaged.

10. Carpenter’s Pencil. Useful for the same marking jobs as a plain pencil, but if one sharpens its wider lead to a chisel edge, it will be more durable (won’t break as easily) and last much longer than a standard pencil.

11. Divider/Compass. An essential tool for layout used to quickly and accurately transfer distances from straightedge or layout stick etc. to a workpiece. Of course, it can perform all the classical geometrical tasks that have made this tool essential to skilled craftsmen, architects and engineers worldwide for millennia. A spring divider is adequate, but finances permitting, Starrett 92-6 or 92-9 dividers shown below are worth every penny. I always have at least two on-hand to minimize the lost time and inaccuracy frequent resetting entails.

12. Ballpoint Pens: Not often thought of as a precision layout tool, inexpensive ballpoint pens are more durable than pencils and can make a permanent mark or line of consistent width without needing to be resharpened. Too wide for accurate layout, you say? Practice perfectly sawing in half the centerline of a line drawn with a pen and you’ll change your tune.

13. Marking Knife and/or Scriber. Instead of leaving a line of ink, chalk or graphite on the surface of a board, these tools cut or scratch a permanent line into the surface of material being worked into which divider points and the blades of cutting tools such as chisels, saws and even planes can be indexed quickly, reliably and without the need for expending much attention, greatly increasing speed and confidence in one’s layout. Essential tools. Here’s a Link to an article on the subject.

A Japanese-style marking knife, a simple but surprisingly sophisticated tool.

14. Inkpot and/or Chalkline: For making long straight lines on wood, concrete, steel, gypsum board, etc. The article at this LINK contains more details

15. Colored Marking Pens or Lumber Crayons: Marks made with colored marking pens or lumber crayons, while not precise, are helpful for speedily marking/identifying the orientation and/or relative position of parts, pieces and components in an assembly. For instance, a blue stripe, or two parallel black lines on the end of a part or tenon, might be drawn to indicate right-hand, or North, or front direction in an assembly. I sometimes draw an arrow to orient the front of the assembly or to indicated the direction/location of a reference surface or part, etc. Of course, drawing the cabinetmaker’s pyramid is essential for joinery and casework. The marking convention you choose is, of course, up to Gentle Reader, but having one and using it will help your work go faster and with less confusion, especially if you must set the part aside for a few days or even months. Lumber crayons are especially useful for marking lumber for dimensioning and planing.

Storage, Transportation & Protection

With the exception of the 1-meter long straightedge, and that only because it’s inconveniently long and I want to protect it from dents and dings, I always keep these measuring, layout and marking tools located in the handiest place in my toolchest when I’m in my workshop, or in my portable toolbox and/or toolbag when I’m working in the field.

If you carry these tools outside the workshop, and intend them to be lifetime tools, I recommend you make a simple case for each tool, of cardboard perhaps, to cushion them in your toolbox to help retain precision, to keep them from dinging each other, and help to them last longer. Only then can you reasonably expect a long, mutually profitable relationship with these good friends.

In the next installment in this swashbuckling adventure we will consider the next category of tools the beginner needs: Saws.

YMHOS

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