Four Habits and Three Mysteries

The carpenter dresses his plank, the tongue of his foreplane whistles its wild ascending lisp

Walt Whitman, “Song of Myself,” Leaves of Grass

The efficient woodworker must continue accurately cutting or shaving wood just as long as possible without stopping to sharpen his blades too frequently because time spent sharpening is time the primary job isn’t getting done. He must therefore develop unconscious habits to help him constantly monitor the condition of his blades and the quality of the work being performed.

The Four Habits

As the saying goes, “timing is everything.”

If Beloved Customer pays attention, you will discover there is a point where a woodworking tool’s blade still cuts, but its cutting performance begins to drop off. Sensing this transition point is critical because if you continue cutting wood much past it, three things are likely to result.

  1. The energy needed to motivate the blade will increase dramatically;
  2. The quality of the cut will quickly deteriorate;
  3. The time and stone expenditure necessary to resharpen the blade will increase.

That’s three variables that could be expressed in a pretty graph if one was so inclined, a graph that would have at least one inflection point. Which variable is most important to you?

Most woodworkers fail to consider these efficiency variables; They simply keep cutting away until the tool either becomes too difficult to motivate, or the results resemble canine cuisine, then stop work, curse the poor innocent tool (often hurting its feelings) and resharpen the blade. But the wise woodworker will focus on minimizing the total time and total cost required to maintain his tools even if it means he must pause work to resharpen his blade well before its performance deteriorates badly.

This sharpening inflection point will vary from blade to blade and job to job because every blade, every piece of wood and and every user are unique. Simply counting strokes is not enough. It takes attention and practice to sense when a blade has reached this point.

The following are some things you should pay attention to, and habits you should develop, to help you identify the sharpening inflection point.

Habit No.1: Sense Resistance Forces: As you use a tool such as a plane, chisel, or saw, tune your senses to detect the point at which the blade becomes more difficult to motivate. As the blade dulls, the force that you must apply to the tool to keep it cutting will gradually increase. This is especially noticeable when planing and sawing. Develop the habit of paying attention to this force so you can determine when it is time to resharpen.

Your humble servant recommends you regularly use an oilpot to ensure any increased resistance is actually due to a dulled blade and not just increased friction between the tool and the wood (or pixie predations (ツ)).

Habit No.2: Listen to the Music: Pay attention to the tool’s song. That’s right, turn off the radio and CD player, shush that jabbering little 3 year old rolling around in plane shavings under your bench, and listen to the music your blades make instead. If you do, you will notice that each tool sings its own song, one that varies with the wood, the cut, and the condition of the blade. Is the blade singing, lisping, or croaking as it chews wood? Is it a saw with a basso profundo voice, or a mortise chisel with vibrant tenor tones, or perhaps a soprano finishing plane singing a woody aria? A sharp blade makes a clearer, happier sound when cutting or shaving wood than a dull one does. Learn the bright song it sings when it’s sharp and the sad noise it makes when it’s dull, and all the tones in between. If you have ears to hear, it will tell you what kind of job it is doing and when the time has come to resharpen it.

Habit No.3: Eyeball Your Cuts: Watch the tool and the wood it has cut. Is your chisel cutting cleanly, or is it crushing the wood cells? A sharp chisel blade cuts cleaner than a dull one. You can feel and hear the difference. And you can see the difference in both the shavings or chips and the surfaces the tool leaves behind. Don’t be a wood butcher: develop the habit of frequently checking the quality of your cuts. It doesn’t take extra time, and your tools will wiggle with happiness at the attention you give their efforts.

Habit No. 4: Feel the Surface of the Wood: Is your plane shaving the wood cleanly, or are the surfaces it leaves behind rough with tearout? Develop the habit of running your fingertips along the path your plane just cut to sense surface quality. If you detect roughness or tearout, the plane may be out of adjustment, or more likely, the blade is becoming dull. Or maybe you need to skew the blade, change the direction of the cut, or moisten the wood’s surface with a rag dampened with planing fluid (I use industrial-grade busthead whiskey, or unicorn wee wee when I can get it).

Next, run your fingertips across the path of the cut your plane just made to detect ridges that may have been created by irregularities or chips in your blade’s cutting edge. Every one of those ridges indicates a small waste of your time and energy and a flaw created in the wood. Don’t forget that the tops of those ridges contain compressed wood cells (kigoroshi) that may swell back to their original volume becoming even more pronounced with time.

These tasks are easily accomplished in passing with a few swipes of the fingertips along and across the wood between cuts without spending any extra time.

These techniques are not rocket surgery. They don’t take extra time. They can be applied to any cutting tool all the time. The key is to pay attention; To listen to one’s tools; To watch their work; To feel their work.

Let’s next shift our attention to three of the Mysteries of Woodworking, their potential impacts on mental health, and how to avoid unfortunate wardrobe decisions.

The Mystery of the Tilting Board

To discuss this Mystery, we will call on the services of my old buddy Richard W. (Woody) Woodward. You may remember him from a mystery story in a previous article. Yes, it was a near thing, but he has fully recovered from alcohol poisoning after chugging a 5th of tequila in an emotionally-charged bout of drama over a brittle blade.

Anyway, this mystery goes something like this. Woody is planing a board about the same width as his plane’s blade down to a specific thickness, but for some unfathomable reason, the board ends up thinner on one side of its width than the other. He checks the blade’s projection from the plane’s mouth, but it is absolutely uniform. In fact, to plane the board to the correct thickness he ends up having to tilt the blade to take less of a cut on one side of the board than the other.

Most everyone has experienced this curious and wasteful phenomenon, but because it is not consistent, many never solve the mystery of the tilting board, blaming it on Murphy’s ministrations or pixie perfidiousness. But never fear, because the solution is elementary, Dear Watson.

In Habit No.4 listed above, your humble servant mentioned residual “ridges.” Please be aware that these ridges are not only unsightly and may damage applied finishes later, but they can actually keep your plane from cutting shavings of uniform thickness. Think about it.

Let’s assume you are planing a board the same width as your plane blade, but the blade has a tiny chip near the right end of the blade that leaves behind a .0005″ high ridge on the board’s surface. With each subsequent cut using this same blade with the same defect the right side of the plane’s body and likewise its blade will be elevated above the board’s surface by .0005″, while the left hand side, which doesn’t have any ridges for the plane’s sole to ride on, is shaved the normal amount. The difference in the amount of wood shaved from the right and left sides with each individual cut is minute, of course, but it accumulates with each pass sure as eggses is eggses

Assuming you checked that the blade is projecting from the plane’s mouth the same distance across its entire width, with each pass the surface of the board becomes tilted, a little high on the right side and a little low on the left, so that instead of a flat surface square to the board’s sides, you have produced a flat surface that is thinner on the left side and thicker on the right. Muy malo, amigo.

If, while performing the checks listed above, you detect ridges on a freshly-planed surface, immediately check the blade’s cutting edge by running a fingernail along it’s width. Don’t worry, it won’t dull the blade unless you are also a bricklayer. Your nail will feel the catch and grab of defects too small for your eye to see. A few small ones may make no difference, but on the other hand, they might make a big difference.

Often these ridges will show up as lines of thicker wood in your plane shavings. You do occasionally examine your shavings, right?

With this, the Mystery of the Tilting Board, one that has driven many a woodworker to distraction, too often leading to regrettable fashion decisions involving stiff, canvas jackets with long sleeves connected to straps and buckles that fasten behind the barking woodworker’s back and even pass under the crotch (decidedly uncomfortable, I assure you), has been solved. Rest assured, only the Beloved Customers and Gentle Readers of the C&S Tools Blog can be certain of avoiding this undignified state of dress.

The Mystery of the Missing Plan

Here is another mystery of woodworking, one that especially vexes those tender souls new to the calorie-burning fun of dimensioning boards by hand.

Let’s say Woody needs to turn a bunch of twisty, banana-shaped boards into flat, square, precisely dimensioned and cleanly-surfaced drawer fronts to make 24 piston-fit drawers. Let’s also assume the wood he uses for each drawer-front is unique in both appearance and warpage. It’s a heck of a lot of wood to cut with no time to waste, so our erstwhile wood butcher gets out his trusty handplane, sharpens it up, adjusts the blade and chipbreaker, gives it a kiss for luck, and proceeds to send wood shavings flying through the air with gleeful abandon!

But wait just one frikin minute! No matter how much Woody planes, he just can’t seem to make some of the surfaces flat, free of wind and the sides square to the faces. It’s like some kinda moving target! Indeed, eventually he is dismayed to discover some of the board’s edges are getting too thin. What to do, what to do!?

Drama queens like dear Woody typically begin interesting antics at this point, but not so our Beloved Customers who, unlike Woody, are stoic, laconic, intelligent and of course, sharply-dressed, and therefore pause their physical efforts to focus their mental powers on solving this mystery.

At this point the resident benchdog may perk up his ears, tucks in his tail and beetle away in fear of the smoke and humming sound emanating from BC’s ears; Master Benchcat arches his backs, hisses like a goose, and flees the workshop as if his tail is on fire; And the resident pixies frantically hide in the lumberpile to avoid being disrupted by the power they sense radiating from BC’s mighty brain!

Of course, the culprit is simply operator error.

Don’t forget to clean up the cat pee because it’s toxic to tools. Seriously.

Too few people really pay attention when using their tools, focusing like a badger digging out a tasty squirrel on making as many chips or shavings as quickly as possible, all without a plan.

For example, a failure common to many woodworkers is to start planing without first identifying and marking the high spots that must be cut down first, and then areas to be cut down next. In other words, they fail to plan the sequence of the work. The result is that time, steel and sweat is wasted cutting wood that didn’t need to be cut while ignoring wood that should have been cut first. And all for lack of a plan measured with a straightedge or dryline and marked on the board with a few strokes or circles of a lumber crayon or carpenter pencil. Too sad to bear stoically or to describe laconically even if one’s wardrobe is perfection.

This mystery too has been known to increase profits of the mental health industry and even (heaven forfend!) fashion decisions involving poorly-tailored canvas jackets with itchy crotch straps. Simply not to be borne!

Remember, when the goal is to make a board flat efficiently, always begin the job by identifying high spots and low spots and marking them. Then, always begin planing by shaving down the high spots while avoiding the low spots. One mystery solved!

The Mystery of the Sounding Board

Lastly, we come to perhaps the most frustrating and least-understood of the Mysteries of Woodworking. Not to say there are no other mysteries, because there is always that most ancient of riddles that baffled even the enigmatic Sphinx, one which has tortured men since before Pharaoh wore papyrus nappies, namely that of how best to answer one’s wife when she asks if her new pair of jeans makes her bottom look “simply humongous.”

Sadly, this is one mystery upon which your humble servant is unable to shed light because even I “never could find no sign on a woman’s heart.”

But I digress. This Mystery is one that torments those badly befuddled souls like friend Woody who, lacking a plan to follow, eyes that see, hands that feel and ears that hear, unwisely assume the board they are planing is stable simply because it doesn’t walk away to get a beer from the shop’s mini fridge.

Perhaps it is the malevolent influence of pernicious pixies that causes him to ignore that the downward deflection the pressure of the plane unavoidably induces in a warped, unevenly supported board, or in a board being planed on a flimsy or crooked workbench.

This unintentional, indeed unnoticed deflection too often causes the board to escape the cutting blade resulting in hills being raised and valleys remaining low where flat surfaces were required. Of course, such evasive behavior leaves the handplane bitterly dissatisfied.

But this waste of wood, steel, sweat and goodwill can be avoided because, even if the board isn’t rocking like Zepplin and dear Woody can’t feel the board deflecting away from his plane’s cutting edge, he could detect the change in his plane’s song when it is cutting an unsupported area of a board if he only listened because the piece of wood he is shaping is also a “sounding board.”

Think of all the money saved that Woody would otherwise spend on lithium, Prozac, and small hotel rooms with padded walls to ease his mental anguish if only he had the foresight to make a plan, train his hands and eyes to confirm his tool’s performance, and his ears to listen to what his plane tries to tell him.

Here is wisdom: The experienced professional will investigate each board, make a plan for his work, mark the plan on the wood, shim the still un-planed off face of the board so it is evenly supported on a flat workbench surface to prevent it from rocking and deflecting downward too much, and sharpen his blade if necessary before making a single cut. Then instead of moving his plane randomly like a simian Picasso with a paintbrush, will make each cut intentionally, purposefully, in accordance with his plan to make the work go as efficiently as possible.

He will also pay attention to the reaction of the wood and feedback from his tools during each cut. He will use the four habits discussed above, and maybe even a drop or two of unicorn wee wee to limit tearout if his budget allows.

If Beloved Customer doesn’t have a master to give you a dirty look or to box your ears when you impatiently err, you must train yourself. Slow down. Make a plan. Execute the plan. Pay attention, use your senses, and spend the time needed to evaluate progress against the plan. Consider carefully why the work is going well or why it is not.

This process will slow the work down at first, but over time it will sharpen your instincts, tune your senses, and help you develop good habits that eventually accelerate your work while improving the quality of the end product.

It will guide you along the path to becoming a master craftsman.

May the gods of handsaws smile upon you always.

Until we meet again, I have the honor to remain,

YMHOS

If you have questions or would like to learn more about our tools, please click the see the “Pricelist” link here or at the top of the page and use the “Contact Us” form located immediately below.

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The Mystery of the Brittle Blade

There are few blessings without a curse hidden inside, nor curses without a whiff of blessing. Like most things, it’s a matter of how you look at it.

Joe Abercrombie, Isern, “A Little Hatred”

In this article your humble servant will attempt to shed more light on the ancient “Mystery of Steel.”

This story does not begin on a dark Scottish moor, nor on a foggy London night in a drawing room with the door inexplicably locked from the inside concealing bloody mayhem splattered across intricately carved linenfold oak paneling; Rather, it begins in an ordinary woodworking shop. And it goes something like this.

The Brittle Edge

The curtain rises on a humble detached workshop where, unbeknownst to our victim, an erstwhile woodworker we shall call “Woody,” dastardly events are about to unfold (cue the deep, ominous music). It’s really just an old dilapidated garage, but it’s Woody’s kingdom and he is master here, or so his bench cat allows him to imagine. He’s expecting us, so we’ll just go on in.

Make sure the door is firmly closed behind you now; It tends to stick and Woody’s bench dog loves to jet out and root around in the neighbor’s garbage. No mystery about why they call the fuzzy leg-humper “Stinky.” (ツ)

Pine and cedar plane shavings litter the floor of Woody’s shop and their fragrant aroma fills the air erasing the mutt funk. Autumn sunlight filters gently through the single dusty window as sawdust motes dance above a limp bench cat sleeping at the far end of the workbench dreaming of buffalo wings and big-eyed kittens. All appears well in Woody World.

Woody’s sitting at his workbench on his white Smith & Wesson padded stool where he has just unpacked his new chisel, admired it, checked the fit, finish and edge, and appears quite satisfied. He lays out a test mortise hole on a piece of scrap oak, picks up his gennou hammer (the one with the classic Kosaburo head and the sexy Osage Orange handle that turned out so well), and begins to chop a test mortise. But, wait!… Something’s not right!

With trembling hands, Woody examines the chisel’s cutting edge to discover the last thousandth of an inch or so has changed from smooth and sharp to ragged and dull. “Nooooo!” Woody wails as he lifts his arms to the ceiling, arches his back, and slumps to the floor on his knees in a pose reminiscent of Sergent Elias in that poignant moment on a battlefield in Vietnam; “I have been betrayed!” he cries with wavering voice. Yes, Woody’s a talented and enthusiastic drama queen in the Smeagle mold; Maybe even good enough to run for the US Congress.

Another of Woody’s qualifications for high public office is that he dearly loves to pull a cork, so while he walks to the corner Piggly Wiggly to get a 5th of tequila to anesthetize his emotional shock and refill his thespian fuel tanks, let’s take a load off and sit on his workshop sofa over there while I explain the cause of his emotional fragility. Yep, you’re right; It’s a recycled bench seat from an old Dodge Power Wagon he salvaged from a junkyard and converted to a sofa for watching ballgames and taking naps in the shop away from the jaundiced eye of “She Who Must Be Obeyed.” Don’t worry about your pretty pink dress, princess, it’s just honest sawdust.

With tools, tequila, and the mystery of steel involved, this could be a long story, so let’s consider how to solve this particular mystery before Woody gets back and starts up his caterwauling again.

But just so you don’t become discouraged, let me state right now that while all seems dark and hopeless to Woody now, there’s a tunnel at the end of the light, and he may actually have reason to rejoice greatly! But that’s for later in the story.

The Questions

A Japanese blacksmith fluxing and placing a piece of high-carbon steel onto a hot piece of jigane in preparation for forge-welding the lamination of a blade.

Your humble servant always asks the following questions when someone complains of a chipped cutting edge on a chisel or plane blade. When Woody gets back, and if he manages to remain coherent and vertical long enough, we’ll ask him these same questions. If your blades are causing you grief, you should consider asking yourself these questions too. Jose Cuervo and acting skills are not required.

  1. What sort of quality is your problem chisel/plane? Low? Medium? High? How do you know? This is relevant because a poor-quality chisel/plane will fail just by looking at it too hard;
  2. What type of chisel is it? A striking chisel or a paring chisel? Each type of chisel is used for different tasks and in different ways;
  3. What and how were you cutting when the edge failed? This is important because some woods are best cut in a different manner than others, and some cuts require a special approach if we are to avoid damaging the tool;
  4. What is the bevel angle? If the angle is much less than the ideal for the type of chisel/plane, cut and wood, we may have found the culprit. Finding the perfect angle for your chisel and situation may take some experimentation;
  5. How did the edge fail? Did it crumble? Chip? Roll? Dent? A combo failure (with cheese)? This will tell us a lot about the tool.
  6. Was the wood you were cutting dirty? Did it contain embedded grit? This is an important question because many people carelessly use their valuable chisels, planes and powertool blades to cut hard minerals instead of scrumptious wood. The lesson? Don’t be a slob: Scrub your wood with a steel brush before cutting it. And saw the last 3~4 millimeters off both ends of every board, or at least chamfer the ends with a block plane, drawknife or knife to remove the grit always embedded in end grain, before you put it through your jointer, thickness planner or tablesaw, or cut it with handsaws, planes or chisel. If you have not made a habit of doing this, don your scratchy sackcloth tidy whiteies, smear ashes on your face, then repent and be baptized because you have been abusing your innocent tools, Bubba. Clean your wood and you will notice the difference. Strange that no one I have ever asked this question has admitted to using dirty, stony wood at first. The reason is usually simply that they didn’t realize it was filthy until I pointed it out to them, just as it was pointed out to me many years ago. What’s that you say? You don’t have a stiff steel wire brush in your toolbox?! Shame on you;
  7. Did you abuse the chisel by trying to lever wood out of the cut, a mortise for instance? This is a common cause of failure. People accustomed to using amateur-grade tools with soft cutting edges frequently discover the edge of their new chisel has chipped after using it like a cheap Chinese screwdriver to lever waste, never imagining the harder and more brittle steel of a quality chisel might be damaged. Such boorish behavior voids the warranty on our chisels, BTW, because a chisel is a cutting tool, not a prybar, can opener, or paint stirrer, much less a screwdriver.

Did your answers to these questions suggest any remedial action to you? The best answer to Question 1 is often to procure a better-performing tool.

But if your tool is professional-grade instead of hardware-store grade, then you may need to learn how to use it and maintain it properly. But that is a story for another day.

Let us shift our attention briefly to another, related mystery, one that has more to do with human nature.

Why Are the Blades of So Many Modern Tools Mediocre Performers?

It wasn’t always that way, but there are sound business reasons why chisel and plane blades are such poor performers nowadays, even in Japan, and like many things, it boils down to money as taught by the Harvard School of Business Department of Quality Adulteration. The numbers of craftsmen that routinely use handtools has decreased, and therefore the demand for professional-grade tools is way down. In Western countries the degradation of tool standards started even earlier.

In this situation, and where customer expectations are as high as an earthworm’s vest pocket, mediocre tools are simply more profitable for manufacturers and retailers. After all, low-quality materials are cheaper and it only takes ordinary machines and minimum-wage factory workers, not expensive trained blacksmiths, to make tool-shaped objects from mediocre-quality materials. Professional woodworkers won’t touch such crap, but amateurs, the inexperienced and those bewildered souls who judge performance based solely on lowest cost buy them by the ton.

More now than ever, “sustainability” is given pious, pompous lip-service, while the reality of modern society is that high-volume sales of colorful but poor-quality tools designed to meet planned obsolescence goals, manufactured in lots of thousands by Chinese farmers, and destined to become early landfill stuffing has become the only viable business model left standing. Gofigga.

More importantly, even if they would do better if given half a chance, inexperienced amateurs seldom have anyone to teach them how to use and maintain their tools, so they never learn proper maintenance principles and cutting techniques. When they damage their woodworking tool blades carelessly, they blame the tool supplier for their own failure. As Mr. T would say: “I pity the fool.”

Faced with this sort of consumer, it is simply easier and more profitable for tool companies to manufacture, and for retailers to sell, chisels and planes with softer, tougher, cheaper blades suited to amateurs. I think you can see the vicious cycle.

A kakuuchi oiirenomi chisel by Hidari no Ichihiro
An Atsunomi chisel by Hidari no Ichihiro

A Non-technical Technical Explanation

Your humble servant’s earlier comment that Woody may have cause to rejoice about what appears to be metallurgical malfeasance may cause some Gentle Readers to wonder if I am mad as a sack of owls; Perhaps my most excellent aluminum-foil skull cap (the one with purty curly copper wires) malfunctioned permitting those icky inter-dimensional aliens’ mind-control waves to leak through?

Like our absent drama queen, I too was devastated when first faced with a manifestation of the Mystery of the Brittle Blade many years ago, but I can now explain why it may be sign of a blessing instead of a curse. But allow your unworthy and slothful servant to provide some background and explain some time proven solutions before presenting the good news. Steak before ice-cream, you see.

I beg the indulgence of knowledgeable Gentle Readers who feel insulted by the lack of temperature curve drawings and jargon such as “pearlite,” “martensite” and “ austentite,” and ask them to understand that, while this blog is focused primarily on informing our professional Beloved Customers, many Gentle Readers require a less technical explanation. Simple hospitality demands that your humble servant make an effort to provide useful insight to a wide range of Gentle Readers. As a dude wearing a leather skirt and sandals in a movie once said: “ Are you not entertained?”

A shinogi oiirenomi chisel blade by Hidari no Ichihiro

Quenching the Blade

When a blacksmith quenches a high-carbon steel blade in water in the ancient manner (called “Yakiire” 焼き入れ in Japanese which translates to “burn in” in English), the steel suffers a thermal shock, sometimes severe enough to crack it. This violent cooling also causes a peculiar crystalline structure to form in the metal, one that causes it to become harder and increase in volume, and even to warp to some degree. The casual observer may imagine the water cools the entire blade uniformly, but ‘tain’t so.

Those areas of the blade that cool the quickest form the highest volume of carbide crystals, the bulkiest latticework, and become hardest. In the case of chisels, planes, and kiridashi knives, the end of the blade has the most exposure to water, cools quickest, and therefore becomes hardest, at least during the first quench.

The blacksmith may carefully repeat the heating and quenching process multiple times, sometimes varying the heat time and temperature to achieve the desired crystalline structure and uniform distribution of small, hard carbides that define “fine-grained steel,” but the quenching process by itself always leaves the blade too hard and too brittle to be useful as-is.

Tempering the Blade

Now that the blade is hardened, indeed too hard, the blacksmith must mellow the steel, reducing its hardness while at the same time increasing its toughness by carefully reheating and cooling the steel to modify the crystallized steel in a process called “tempering,” in English and “yakimodoshi “ 焼戻し ( literally “ burn return” ) in Japanese. In this way, a steel blade hardened to Rc85 degrees during the first quench, indeed brittle enough to break into pieces if dropped onto a concrete floor, can be softened to a useful hardness while becoming at the same time much tougher.

In materials science and metallurgy, toughness is defined as the ability of a material to absorb energy and elastically deform without fracturing. To “elastically deform” means an object changes shape or deforms when pressure is applied, but returns to its original shape when the pressure is removed. For example, if you clamp one end of a piece of mild-steel wire in a vise and apply a little force with your hand at the other end it will bend at first and then spring back to its original shape when you remove pressure. This is an example of “elastic deformation.” But if you apply enough pressure the wire will not spring back (“rebound”) but will remain bent. This permanent bend is called “plastic deformation.” Mild steel wire is truly “tough as nails.”

Glass is the opposite case. While it exhibits more elastic deformation than most people realize it can, it will tolerate no plastic deformation, because when the stresses in glass reach the “yield point,” instead of bending plastically, it breaks.

A brittle blade is hard but not tough, and while it will elastically deform a little bit (often so little it’s unnoticeable), it too easily breaks. Proper tempering therefore, is critical to obtain useful toughness.

But this reduction in hardness and increase in toughness brought about through tempering is not always 100% uniform, and as mentioned above, the extreme cutting edge of the blade of a chisel or plane tends to be hardest and therefore most brittle in the case of hand-forged tools, even after tempering. The cheap, mass-production solution is to simply make the entire blade softer, say HRc45 for example, so brittleness will never be a problem. But such a tool is more a sharpened screwdriver than a cutting tool suited to the needs of professional woodworkers, IMHO.

I’m being too harsh, you say? Not even a little bit. A soft blade dulls quickly, wastes the professional woodworker’s time and money, and is irritating instead of useful. Perfect for turning screws, spreading spackle or stirring paint but not much good for quickly and precisely cutting lots of wood for pay, thank you very much.

Solutions 1 & 2

The Mystery we are investigating on Woody’s behalf is as ancient as steel itself. And of course there are reliable ancient solutions our blacksmiths employ. Let’s consider two of them.

First, create a crystalline structure in the blade through hand-forging that is more resistant to fracturing than ordinary steel regardless of its hardness. The difference hand-forging produces occurs in the crystalline structures in the steel and is not visible to the naked eye. It doesn’t happen by accident.

Second, employ painstaking heat-treatment techniques combined with uncompromising quality control to achieve the right balance of hardness vs. toughness.

To help control the heat-treat process, our blacksmiths apply a special mud-like compound to specific areas of the blade to slow down the thermal shock during the quench and improve the steel’s crystalline structure. Every blacksmith has their own “secret sauce,” so I can’t tell you what it contains, but I’m confident there’s no mayonnaise or Tabasco Sauce involved. This technique is not unique to Japan, BTW, but we know it has been successfully used by Japanese swordsmiths for at least 900+ years. I’m confident there were some old boys in ancient Syria and India that had the knack too.

It ain’t rocket surgery, but factory workers in Guangzhou or Mumbai can’t do it even with unlimited supplies of Tabasco Sauce.

So, we have discussed the reasons, and some solutions, but what to do about a blade that’s already chippy?

Solution 3

Assuming the blade has been forged by an expert blacksmith in accordance with the principles outlined above, as our tools are, the fix to chippiness (oops, did I coin a word?) is to be patient and sharpen the blade three or four times thereby removing the extra-brittle steel exposed at the cutting edge, the area that became harder and less tough than the rest of the blade during the heat-treating process. With few exceptions, the blade will then “calm down” and stop misbehaving.

This is the solution we ask our Beloved Customers to employ when this problem infrequently arises. It requires faith, and patience, but it almost always works.

Solution 4

The last solution, and one I certainly do not recommend to anyone except as a last resort, is to heat the cutting edge under a candle flame. Not an acetylene torch; Not a gas stove; Not a propane torch; Not even a butane cigarette lighter; A candle flame only. You want the extreme cutting edge to become just a smidge hotter than you can comfortably touch with your bare finger. Don’t heat the entire blade, just the cutting edge.

BIG FRIKIN DISCLAIMER 1: This method won’t fix a poor-quality blade or one that was initially ruined during forging or heat-treat.

BIG FRIKIN DISCLAIMER 2: If you do this wrong you can easily ruin the blade!

Rejoice Greatly!

But what parasitic-worm-induced brain fever made your silly deranged servant suggest that Woody should rejoice when the cutting edge of his new chisel crumbles? I assure you, my reasoning is sound, I have Woody’s best interests at heart, and I will explain all to him when he sobers up. Probably tomorrow afternoon, at this rate. (ツ)

But I’ll explain it now to you, Beloved Customer, if you will be good enough to get me a root beer to wet my whistle from Woody’s cooler over there. No, that’s not a Class M-3 Model B-9 General Utility Non-Theorizing Environmental Control Robot, it’s a mini-fridge with a glass candy bowl epoxied to its top supported by a shop vac perched on two skateboards and wrapped in miniature blinking Christmas lights. Woody puts it out on his front porch for Halloween to thrill the kids. And its no coincidence it’s a good place to stash some cold adult beverages, and root beer too of course, close at hand. He’s very practical that way. Oh, BTW, please don’t tell SWMBO about the adult beverages, or you’ll ruin a great Halloween tradition and preclude many erudite discussions in the future: Vino Veritas

Ahh, that’s better. Nothing like an ice-cold root beer.

Now where was I? Oh yes, the reason for my optimism: A high-quality blade that crumbles like Woody’s did when brand new, and mellows after a few sharpenings, is highly likely to be an exceptionally fine tool!

On the other hand, a blade that is too soft when new will never crumble or chip, but it will always quickly dull and never improve. A veritable gasket scraper. (个_个)

There are exceptions, of course: some hand-forged blades are defective and crumbly from beginning to end, usually a result of overheating the steel during the forging process (called “burning” the steel), a rookie mistake. You should return such a defective blade to the retailer you purchased it from. If, however, to save a few bucks, you rolled the dice and bought a tool without a warranty, or purchased it from an online auction, to obtain satisfaction you will need to enlist the services of Murphy’s two bubbly buddies at the law firm of Doodly & Squat. Good luck with that!

Somehow I doubt Woody will thank me for solving this piece of the Mystery of Steel for him, but I am confident he will love the flavor of that chisel for the rest of his life.

YMHOS

PS: If you found this interesting, you may find other posts regarding the Mystery of Steel found in our “Sharpening Series” interesting too. The one at this link in particular is relevant to this discussion.

A kakuuchi oiirenomi chisel by Hidari no Ichihiro. The blade has been polished removing the black oxide formed in the forge. Beautiful work like this is no longer available.

If you have questions or would like to learn more about our tools, please click the “Pricelist” link here or at the top of the page and use the “Contact Us” form located immediately below.

Please share your insights and comments with everyone in the form located further below labeled “Leave a Reply.” We aren’t evil Google, fascist facebook, or thuggish Twitter and so won’t sell, share, or profitably “misplace” your information. May I gag on a hairball if I lie.

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The Story of a Few Steels

Professional-grade Tools

The Care and Feeding of the Wild Mortise Chisel – Part 1

Sukezane brand 9mm mortise chisel (mukomachinomi) side view

It is well with me only when I have a chisel in my hand

Michelangelo 1475-1564

This is the first in a series of articles about the Mortise Chisel, especially the Japanese version called the “mukomachi nomi.”

Also called the “Joiner’s Chisel” in Japan, this is a specialized chisel used by specialist craftsmen to cut precise, smallish mortise & tenon joints when making furniture, cabinetry and joinery. Carpenters don’t use it, and few in that august trade have even seen one.

In this article your humble servant will introduce a tiny bit of the terribly long history of the mortise and tenon joint, and give a description of this tool.

In future articles in this series of international intrigue we will consider how to evaluate, adjust and even how to use the Mortise Chisel in general and the Japanese Mortise Chisel in particular. We will also touch on bevel angles and blade hardness problems, what to look for in a good mortise chisel, and how to examine it with an eye to increasing its performance. This is something most users of chisels never consider, but it can make a big difference in the case of mortise chisels. Indeed, I daresay most Gentle Readers and even a few Beloved Customers will mutter the equivalent of “Bless us and splash us” when they read it.

Of course we must not neglect to discuss how to effectively correct irregularities in our mortise chisel that negatively impact performance, irregularities most people never notice.

After our Mortise Chisel is properly fettled (they almost always have some problems) we will take our racing chisel out for a few laps, but prior to that we will consider how to effectively use it. Too few receive proper training nowadays in chisel work, but here are C&S Tools we feel it our duty to help our Beloved Customers maximize their skills.

We will conclude this series by taking the “Old Master’s Test,” just to make sure both our Mortise Chisel and our skills are improving.

While focused on the Japanese Mortise Chisel, the principles and improvements discussed in this series of articles are applicable to any chisel used to cut mortises.

While all Gentle Readers with eyes to see, ears to hear, and hands that love wood are welcome to share this hard-earned knowledge, it is intended primarily for our Beloved Customers, especially those who use chisels professionally to keep body and soul in close proximity.

Some Background

Your humble servant drafted this series of posts years ago, and has shared bits of it with friends and Beloved Customers from time to time when requested, but the information has not always been well-received for a number of reasons.

There is an old Japanese saying, one which probably originated in China, written 「馬の耳に念仏」and pronounced “Uma no mimi ni nenbutsu,” which translates to “Prayers in a horse’s ear.” Why are Buddhist prayers relevant you ask? Good question. You see, some of the principles your humble servant will present in this series directly contradict doctrine profitably expounded by some of the Popes & Professors of Woodworking in the West, and may offend their disciples. But like vespers to a beast of burden, wisdom is wasted on the willfully, woefully ignorant (wow, that sounds almost like iambic pentameter!).

But our Beloved Customers are neither angels nor asses but shockingly intelligent mortal humans with whom your humble servant is convinced the time has come to share the gospel of the Mortise Chisel as it was taught to me by Masters who have since abandoned this impure world to sort boards in the big lumberyard in the sky.

This series of posts is equivalent to a graduate school course in chisels, something like “Mortise Chisels 701.” And just like a course in advanced differential equations, most Gentle Readers will never need it. But never let it be said that your humble servant didn’t do his best to improve both the skills and the tools of our Beloved Customers.

Some History of the Mortise & Tenon Joint

Mortise chisels are used for cutting rectangular holes in wood usually intended to receive matching tenons to form a structural connection called the “mortise and tenon joint” between pieces of wood.

No one knows how long humans have been using the mortise and tenon joint, but it’s a technique older than nails, although modern humans with their lithium battery-powered, made in China, landfill-bound, multicolored plastic and rubber screwdrivers may find it difficult to imagine.

So let’s begin the journey by briefly examining just two well-documented extant physical examples that may provide motivation for using this enduring joint.

The oldest known wooden structure is a neolithic well liner discovered near Leipzig Germany, constructed from oak timbers shaped by stone adze and joined at the corners with half-lap joints and pinned tusk-tenons at through-mortises. Tests indicate the trees these timbers were split from were felled between the years 5206 and 5098 BC, making the assembly at least 7200 years old.

Next, let’s look at a less soggy but more recent, more complicated and elegant example.

The oldest existing wooden building in the world is a Buddhist Temple named Horyuji located in Nara Japan. Originally constructed around 600 A.D. and rebuilt around 700 A.D. after a fire, this huge 1300 year-old temple and pagoda complex was reconstructed using hundreds of thousands of hand-cut mortise and tenon joints, testifying to the longevity of wooden structural systems and the value of this universal connection technique.

Horyuji  is far more than just a temple to Buddhism, it is a temple to woodworking. If you haven’t yet visited it, you’re truly missing something. 

I mention these two examples to illustrate the universality, strength, and durability of the mortise and tenon joint. Anyone serious about woodworking must master this most ancient and essential connection.

The mortise chisel is the best handtool for the job of cutting mortises less than 15mm in width. For wider mortises, well-fettled oiirenomi or atsunomi are more efficient.

Japanese Mortise Chisels

12mm mortise chisel (mukomachinomi) Face (top) View
12mm mortise chisel (mukomachinomi) Side View
View of ura (flat) of the same 12mm mortise chisel
12mm mortise chisel (mukomachinomi). Please notice the rectangular cross-section precise right angles, and straight, clean sides. This is the most precise of the Japanese chisels. The apparent tan-colored stains on the shoulder are not rust but easily-removed sharpening stone residue left by the professional sharpener who prepared the blade.

In the Japanese language mortise chisels are called “mukomachi nomi” (向待鑿), with “nomi” meaning “chisel.” Don’t ask me the origin of the rest of the word because I don’t have a clue, and have heard few plausible explanations. There is another post linked to here that contains more information about this chisel.

I will use the term mortise chisel in this article to refer to the mukomachi nomi.

For our Gentle Readers interested in the Japanese language, there are several combinations of Chinese characters used to write mukomachi, none of which make much sense or seem related in any way to either tools or woodworking. The most common characters used are “向待” with the first character meaning “there” or “direction,” and the second character meaning “wait.” Combined, they seem to mean “Waiting over there,” or something like that.

I assume the name was originally phonetic and somebody decided to use these kanji because their pronunciation matched the phonetic name. This sort of linguistic contortion is seen frequently in Japan, and has been a source of confusion for all and sundry for many centuries. I blame it on elitist Buddhist priests going back and forth between Japan and China over the centuries, but it is typical of the Japanese people in general and priests in particular to take a perverse pleasure in intentionally making and using terms others can’t figure out.

This confusing practice is not unique to bald priests. When I was an engineering student, I recall the professors insisting we never attempt to simplify or too clearly explain the technical jargon of the trade to non-professionals because it was essential to job security for them to never quite understand it.

If you are familiar with Japanese architecture, you have seen the wooden lattice work that defines it in doors, windows, dividers, shoji, fusuma, koshido, glass doors, ceilings, and even fences, all items made by “tategushi” or “joiners” in Japan. Each piece of any lattice needs two tenons and two matching mortises to stay in-place, so a single piece of traditional Japanese joinery may contain literally hundreds of small, highly precise mortises, indeed thousands in the more complicated pieces. The Japanese mortise chisel was developed specifically at the request of joiners for this type of work. Therefore, it is also known as the “Tategu Nomi” which translates to “joinery chisel.” Few carpenters use this chisel.

Nora Brand 6mm Mortise Chisel (Mukomachinomi) Side View. Although it appears to be a simple, unsophisticated tool, nothing could be further from the truth. Based on the Kiyotada pattern, this is an especially beautiful example to those with eyes to see.
Nora Brand 6mm Mortise Chisel (Mukomachinomi) Ura View
Nora Brand 6mm Mortise Chisel (Mukomachinomi) Shoulder View. Exceptional shaping and filework .

Japanese mortise chisels are similar to other Japanese chisels in having a laminated steel structure with a hollow-ground ura (flat), an integral tang, wooden handle, and steel ferrule and hoop. Unlike most other chisels it has a rectangular cross-section with sides usually oriented 90˚square to the hollow-ground ura, and either flat or just slightly hollow-ground to better keep the blade aligned in the cut and to dimension and smooth the mortise’s walls.

Western mortise chisels do not typically share this detail, although unusually intelligent and observant Western woodworkers of course modify their chisels to gain similar benefits.

If speed and precision are important to you, then the sides of the chisel being oriented at 90° to the ura absolutely provide a serious advantage when cutting most mortises because the sides, and especially the two sharpish corners where these three planes meet, will effectively shave and precisely dimension the mortise’s side walls as the mortise is being cut without the need to pare them later.

Unlike most mortise joints cut with oiirenomi or atsunomi, so long as the mortise is the same width as the mortise chisel, and the user has the ability to maintain the chisel at the right angle while striking it with a hammer, the width of mortises cut with this chisel are usually quite precise and seldom if ever need be cleaned with a paring chisel. This functionality means that you can cut mortises, and especially small ones, both precisely and quickly with great confidence. It’s not called the “joiner’s chisel” for nothing.

The mukomachi chisel does not work as well in wider widths because of the increased friction between the chisel’s sides and the mortise’s walls. For joints wider than 15mm, please use a trued oiirenomi or atsunomi. And don’t forget to use your oilpot.

Conclusion

In the next class in our graduate course on the care and feeding of the wild mortise chisel, we will examine the various details to look for in an effective mukomachi nomi, most of which are applicable to other chisels such as oiirenomi and atsunomi too, indeed any chisel intended to be used to cut mortises including Western mortise chisels.

But wait a minute! Before ya’ll run out of the classroom like a caravan of crazy stoats chasing a pixie, please pick up your homework assignments from the table by the exit doors. And please, don’t leave your empties behind on the floor. Paper coffee cups are one thing, but discarded aluminum beer cans attract out-of-work divorce lawyers and other slavering vermin.

See you next time.

YMHOS

Your most humble and obedient servant’s set of well-used mortise chisels. The 8 older pieces on the right are by Kiyotada (1.5mm~15mm). The two 2 newer chisels on the far left are by Nora. Over the years I have used these tools both professionally and as a hobbyist more than any other of my chisels, as you can perhaps tell from the differing blade and handle lengths which have become shorter with use. A stoic tool, they gossip among themselves less than most other chisels. They are good friends and reliable workmates that worked hard for many years to pay rent, tuition and to buy food for the wife and babies.

If you have questions or would like to learn more about our tools, please click the see the “Pricelist” link here or at the top of the page and use the “Contact Us” form located immediately below.

Please share your insights and comments with everyone in the form located further below labeled “Leave a Reply.” We aren’t evil Google, fascist facebook, or thuggish Twitter and so won’t sell, share, or profitably “misplace” your information. If I lie may Mama Shishi bite my head off.

YMHOS

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The Story of a Few Steels

An illustration of the Eidai tatara furnace (a cross-section illustration is shown at the end of this article) with human-powered blowers to right and left. Looks like hot work.

The things that will destroy America are prosperity-at-any-price, peace-at-any-price, safety-first instead of duty-first, the love of soft living, and the get-rich-quick theory of life.

Theodore Roosevelt

The terms White Steel and Blue Steel frequently pop up in discussions about Japanese woodworking tools and kitchen knives. The usual misunderstandings abound in those discussions and BS takes majestic wing.

In this article your humble unworthy servant will try to share some accurate information sourced directly from the steel manufacturer, ancient blacksmiths that actually work these steels, and Japanese professional craftsmen paid to make sawdust and shavings using these steels instead of the usual soft-handed shopkeepers and self-proclaimed experts pontificating from their Mom’s basement.

We will begin by studying some etymology of two of Japan’s most famous modern tool steels. We will then transition through space and time to discuss ancient domestic Japanese steel, and then shift our attention to why these modern steels came into being. After that, we will go to metallurgy class, sans most of the technical jargon, to understand what chemicals these steels contain and why. We will also outline several performance characteristics particular to these two steels in the case of woodworking tools.

For those who enjoy more technical details combined with pretty pictures, we have concluded with the results of a brief but very informative materials engineering study.

There’s much work to be done, so please stretch your back and shoulders and ready your BS shovel.

Product Designations: Yellow, Blue and White Label Steels

These terms refer to tool steels manufactured by Hitachi Metals, Ltd. (HML) in their plant located in Yasugi City in Shimane Prefecture, Japan. If you are into woodworking tools or Japanese cutlery you have probably heard of them.

Hitachi, Ltd., founded in 1910, is one of Japan’s largest and most prestigious manufacturers. Its subsidiary, Hitachi Metals, Ltd., was established in 1956 through acquisition.

“White Steel” is an abbreviated translation of HML’s nomenclature of “Shirogamiko” 白紙鋼, which directly translates to “White Paper Steel.” Likewise, “Blue Steel” is an abbreviation of “Blue Paper Steel,” the translation of “Aogamiko” 青紙鋼.

Regarding the color terminology in these product designations, just as “Johnnie Walker Blue Label” is the product name of a Scottish whiskey with a blue paper label pasted onto the bottle, Aogami is the designation of a particular formulation of high-carbon tool steel with a blue paper label pasted onto it by the steel mill. It’s that simple.

While Johnny Walker may be kinda sorta yellow in hue, it’s no more tinted blue than JW Red Label is sangre. Likewise, the actual color of Hitachi Metal’s tool steels do not vary in color, only their labels do. BTW, if someone tells you they can tell the difference between these steels by simply looking at them, tell them to give you a nickle and pull your toe for some fragrant, musical entertainment.

Surprisingly, some folks insist they can tell the difference between steels by licking them. Our feline masters see this as further evidence human mothers lack not only retractable claws, but have butter fingers (ツ)。

Since your humble servant can read and write Japanese, I feel foolish calling these materials White Steel or Blue Steel as many in English-speaking countries do, so I prefer to use the more correct names of Kigami, Aogami, or Shirogami steel, or the English translations of Yellow Label Steel, White Label Steel or Blue Label Steel. Please excuse this accurate affectation.

Now that adult beverage nomenclature, greenhouse gases and feline viewpoints are out of the way, let’s go back in time a few hundred years. My tardis is that green box just over there. Yes, the one with the doohickey on top.

A change into period-correct wardrobe will not be necessary, but please put away your smartphone and kindly don’t embarrass me in front of the locals by holding it over your head and wailing “There’s no signal!!”

Traditional Domestic Japanese Steel: Tamahagane

Tamahagane, written 玉鋼 in Chinese characters, which translates to “Jewel Steel” and is pronounced tah/mah/hah/gah/neh, is famous as the domestic steel traditionally used to forge Japanese swords prior to the importation of bulk steel from overseas beginning with products of the Andrews Steel mill in England. Indeed, at one time tamahagane was at the center of all steel production in Japan.

But tamahagane does not grow on trees. Indeed, before Admiral Perry’s black ships re-opened the many kingdoms and fiefdoms scattered across the islands that now comprise modern Japan, the only significant local source of iron was a material called satetsu, a loose surface particulate iron written 砂鉄 in Chinese characters, meaning ”sand iron,” and pronounced sah/teh/tsu. Satetsu looks exactly like black sand. It’s quite common throughout the world, as you may discover if you drag a magnet through a dark sandy riverbed or over a black beach.

Typically found in rivers and estuaries, for many centuries the area around Yasugi City in Shimane Prefecture was a prime source.

Satetsu was historically harvested in Japan using dredges and sluices creating horrendous environmental damage. Fortunately, the days of wholesale estuary destruction are in Japan’s past.

Although Aluminum is the most abundant metal found on the third rock from the sun, people who must have huge scales say that iron makes up 34% of the earth’s mass. Japanese satetsu as harvested is a fairly pure form of iron lacking nearly all of the problematic impurities found in commercial iron ore nowadays.

Historically, satetsu was refined in rather crude furnaces called ” tatara” yielding clumps of brittle steel containing excessive amounts of carbon and other impurities, but few of the inconvenient impurities common to iron ore extracted by mining. This “bloomery” technique is not unique to Japan, although many Japanese people who should know better mistakenly believe it is.

A tatara furnace in operation. Satetsu is combined with charcoal and heated over several days. The resulting bloom steel, called “Tamahagane,” settles to the bottom in clumps and puddles and is removed by breaking the furnace apart.
https://story.nakagawa-masashichi.jp/wp-content/uploads/2017/10/tamahagane02.jpg
Freshly-smelted Tamahagane. Being raw iron, it oxidizes quickly.

Steel produced this way in the West is called “bloom steel.”

Blacksmiths hammer, fold, and re-hammer these crumbly lumps to remove impurities and reduce/distribute carbon forming the more homogeneous Tamahagane steel. This webpage has some interesting photos of tamahagane.

Related image
A clump of Tamahagane early in the forging process. Most of this material will be lost as waste before a useful piece of steel is born.
This image has an empty alt attribute; its file name is tumi.JPG
After the Blacksmith hammers the raw clumps of Tamahagane hundreds of times, he then forms it into numerous small flat steel patties, which he breaks into the pieces shown in this photo in preparation for forge-welding them into a single larger piece of steel that he can then forge into a blade.

Tatara furnaces are still operated on a limited basis today producing Tamahagane in limited quantities for use by licensed swordsmiths. Tool blacksmiths use Tamahagane occasionally too out of interest in traditional materials and methods. It’s expensive and difficult to work, with lots of waste.

A sawsmith on the island of Shikoku in Japan who was active both before and after the availability of British steel is recorded as saying that imported Western steel increased saw production efficiency in his area tenfold. Clearly, Tamahagane was a very labor intensive material.

Mr. Kosuke Iwasaki, a famous modern Japanese metallurgist and blacksmith, described forging Tamahagane as being like “hammering butter” because it flattened and spread too quickly and unpredictably, at least compared to modern steels.

Besides its peculiar forging characteristics, compared to modern tool steels Tamahagane is a difficult material infamous for being overly sensitive to temperature and easily ruined during all phases of forging and heat treatment. These traits have created a historical sensitivity among Japanese blacksmiths regarding precise temperature control, a beneficial habit when working the tool steels discussed herein.

In use, tools made from Tamahagane behave differently from modern commercial steel, or so I am told. I own and use a straight razor custom forged from Tamahagane for me many years ago by Mr. Iwasaki. I also own antique Scheffield and German razors, but my hand-forged Iwasaki razor puts them all to shame in terms of sharpness, edge retention, and ease of sharpening. I also own a couple of antique Tamahagane saws, but I have not used them much, nor have I used Tamahagane chisels, planes or knives, so my experience is limited to this one wickedly sharp little blade.

My beloved Tamahagane cutthroat razor by Iwasaki

Why do I bother Gentle Reader with these tales of ancient smelting techniques and obscure products no longer viable? Simply because Tamahagane and the cutting tools and weapons it was once used to produce profoundly influenced both Japan’s history and the Japanese people’s attitude towards edged weapons and cutting tools, in your humble servant’s opinion.

Although imported Western steel served Japan well during its ramp-up to modernity, the memory of the performance of cutting tools made from Tamahagane has remained alive in the national memory. Indeed, I am convinced the Japanese people’s love and fear of sharp things is not only psychological but genetic, although I have not seen any studies on the “sharpness gene.” But that’s a story we should save for the next time we are enjoying a mug of hot coco together around the iori fire on a moonlit Autumn night. May that evening come soon.

Modern Japanese Tool Steels

Enough ancient history. Let’s jump back into the tardis and travel to the late 1950’s to consider a few modern steels before returning home.

Yes, you can turn your mobile phone back on once inside, but reception may be poor for a few centuries. No you can’t bring back souvenirs. I don’t care what Doctor Whatsit did with his tardis, we are responsible time travelers and will avoid creating causal conundrums. Besides, the import taxes are pure murder. And please, do be careful no little children slip inside with you.

When Japan began to mass-produce commercial steel from imported pig iron using modern techniques, the first standard tool steel produced was identical to Western steels, including the impurities. These are still produced today as the “SK” series of steels as defined by Japan Industrial Standards (JIS).

Eventually, to satisfy the irrepressible sharpness gene of their domestic customers, Japanese blacksmiths and cutlery manufacturers pressured Japanese steel companies to develop products with fewer impurities and with performance characteristics approaching traditional Tamahagane.

Rising to the challenge, Hitachi Metals endeavored to replicate the performance of Tamagane using modern smelting techniques and imported pig iron and scrap metal instead of expensive and environmentally unsustainable satetsu.

Ingots of Swedish pig iron

To this end Hitachi purchased and modernized an old steel plant in Yasugi City, Shimane Prefecture for this purpose. They formulated the best steel they could make using the best pig iron they could find, sourced mostly from Sweden, an area famous for hundreds of years for producing especially pure iron ore. The results were Shirogami Steel (pronounced she/roh/gah/mee/koh 白紙鋼), Aogami Steel (pronounced aoh/gah/mee/koh 青紙鋼), and Kigami Steel (pronounced kee/gah/me/koh and written黄紙鋼) meaning “Yellow Label Steel.” Later, they developed Aogami Super steel (青紙スパー ) (a mediocre high-speed steel) and Silver Label Steel (stainless steel). Each of these products are available in various subgroups, each having a unique chemical formulation.

For a time, Hitachi marketed some of these steels with the “Tamahagane” designation. Problematic, that. Indeed, many saws and knives were deceptively stamped “Tamahagane” when these steels were first introduced.

With the explosive popularity of Japanese knives overseas, several Japanese manufacturers have once again made the decision to body surf smelly waves of BS deceptively labeling their products as being made from “Tamahagane” despite being made of common SK steels and even stainless steels. Because these spurious representations were and continue to be made for the purpose of increasing profits for companies that clearly know better, in your humble servant’s opinion even the stinky label of BS is too good for them.

Caveat emptor, booby.

Chemistry

We tend to think of steel as a hard metallic thing, but lo and behold, ’tis a chemical compound!

Few chemicals humans dabble with are absolutely pure, and while White Label, Blue Label, and Yellow Label steels contain exceptionally low amounts of undesirable contaminants, they do exist. Dealing with the negative impacts of these impurities has been the bane of blacksmiths since before Vulcan was chopping charcoal in hairy goatskin nappies.

The most common undesirable impurities found in commercial iron include Phosphorus (reduces ductility, increases brittleness, and messes with heat treating), Silicon (a useful chemical that increases strength, but too much decreases impact resistance), and Sulfur (a demonic chemical that reduces strength, increases brittleness and gleefully promotes warping). Obviously, something must be done about these bad boys.

Some people imagine that, through the alchemy of “Science” (a word that’s lost nearly all of its positive value nowadays through adulteration and profiteering by corrupt, credentialed scam artists both public and private and narcissistic publicity hounds pretending to be “scientists”), impurities are simply “disappeared” from steel during smelting. While some impurities can in fact be eliminated through heat and chemical reactions, it is not possible to significantly reduce the content of those listed above through smelting and forging alone.

Undesirable chemicals can be tolerated in steel to some degree because, like arsenic in drinking water and carbon monoxide in air, below certain levels they cause no significant harm. The best solution we have discovered is to reduce the concentration of impurities to acceptable levels by using ore and scrap material that contain low levels of impurities to begin with, and constantly testing, and either rejecting or diluting the ”pot” as necessary to keep impurities below acceptable levels. This practice is known as “Solution by Dilution.”

White Label steel is plain high-carbon steel without other additives, while Blue Label, Silver Label, and Aogami Super steels have various chemical additives to achieve specific performance criteria. Please see the flowchart below.

Production Flowchart of Yellow Label, White Label, Blue Label, and Super Aogami Steels
A flowchart outlining the manufacturing process

Another technique used to mitigate the negative effects of impurities found in iron ore is to add chemicals such as chrome, molybdenum, vanadium, tungsten, etc. to the pot producing so-called “high-alloy” steels that can be more predictably forged and heat-treated, are less likely to crack and warp, and will reliably develop useful crystalline structures despite containing high levels of detrimental impurities. Such high-alloy steels can reliably produce useful tools in mass-production situations by unskilled labor and with minimal manpower spent on quality control while greatly improving productivity and decreasing costs. But regardless of the hype, such chemicals do not improve sharpness or make sharpening easier, important considerations in the case of woodworking tools. Indeed, the exact opposite is true.

The pages in Hitachi’s Japanese-language catalog regarding their relevant cutlery steels can be found immediately below.

The table below is a summary of a few relevant tool steels listed in Hitachi Metal’s catalogue.

Gentle Reader will notice that White Label and Blue Label steels both have the same minute allowable amounts of impurities such as Silicon, Phosphorus, and Sulfur.

Chemical Table of White Label, Blue Label and Aogami Super Steels

Product Designation Shirogami 1 (White Label 1)Shirogami 2 (White Label 2)Aogami 1 (Blue Label 1)Aogami 2
(Blue Label 2)
Aogami Super
Carbon1.3~1.4%1.20~1.30%1.30~1.40%1.10~1.20%1.40~1.50%
Silicon0.10~0.200.10~0.200.10~0.200.10~0.200.10~0.20
Manganese0.20~0.300.20~0.300.20~0.300.20~0.300.20~0.30
Phosphorus<0.025<0.025<0.025<0.025<0.025
Sulfur<0.004<0.004<0.004<0.004<0.004
Chrome0.3~0.050.20~0.050.30~0.05
Tungsten1.50~2.001.00~1.502.00~2.50
Molybdenum0.3~0.5
Vanadium
Cobalt
Annealing Temp °C740~770°cooled slowly740~770°cooled slowly750~780°cooled slowly750~780°cooled slowly750~780°cooled slowly
Quench Temp°C760~800°water760~800°water760~830°water or oil760~830°water or oil760~830°water or oil
Tempering Temp°C180~220°air180~220°air160~230°air160~230°air160~230°air
Hardness HRC>60>60>60>60>60
Primary UsagesHighest-quality cutlery, chisels, planesHigh-quality cutlery, chisels, saws, axes, sicklesHighest-quality cutlery,  planes, knivesHigh-quality cutlery, planes, knives,saws, sicklesHigh-quality cutlery,  planes, knives
Chemical Table of White Label and Blue Label steels as well as Aogami Super (this table can be scrolled left~right)

Carbon of course is the element that changes soft iron into hardenable steel, so all five steels listed in the table above contain carbon, but you will notice that White Label No.1 has more carbon than White Label No.2. Likewise, Blue Label No.1 has more carbon than Blue Label No.2.

The greater the carbon content, the harder the steel can be made, but with increased hardness comes increased brittleness, so White Label No.1 is likely to produce a chisel with a harder, more brittle blade than one made of White Label No.2.

With impurities and carbon content the same, the chemical difference between White Label No.1 and Blue Label No. 1 then is the addition of chrome and tungsten, elements which make the steel much easier to heat treat, and reduce warping and cracking, thereby yielding fewer defects with less work. Chrome, and especially tungsten, are expensive chemicals that make Blue Label steel costlier than White Label steel, but with easier quality control and fewer rejects, overall production costs are reduced.

White Label No.2 steel makes a wonderful saw, but the plates and teeth of saws forged from White Label No.1 tend to be fragile unless the blacksmith removes excess carbon during forging to improve toughness. This is entirely within the skillset of an experienced blacksmith, and can even occur by accident.

My point is that an experienced and conscientious blacksmith will use the steel most likely to achieve his customer’s expectations for performance, not just the most profitable or more easily-worked material.

In the case of chisels, plane blades, and kitchen knives intended for professional use, White Label No.1 is the first choice of Japanese professionals followed by Blue Label No.1 steel.

Where high performance at less cost is required, Blue Label No.1 is often preferred.

All things considered, and this is a critical point to understand, compared to White Label steel, Blue Label steel is easier to forge and heat-treat, with fewer rejects, making it a more cost-effective material despite being a more expensive material. Indeed, many blacksmiths and all mass-producers prefer Blue Label steel over White Label steel, when given a choice, because it is easier to use and more profitable, not because it makes a superior blade.

Many wholesalers and retailers insist that Blue Label steel is superior to White Label steel simply because, as a material, it’s costlier and contains elements that make it more resistant to wear and so-called “abrasion,” intimating that it will stay sharper longer. Those poor derelict souls who are easily deceived, have less than professional sharpening skills, or do not follow this blog may accept this convenient marketing ploy, but when wise Gentle Readers hear this sort of nonsense they will know to quickly put on their flippers and floaties in time to keep their heads above the stinky, brown flood of BS about to engulf them.

Wise Beloved Customers who choose blades forged from Blue Label steel will do so because they know that Blue Label steel makes a fine blade at less cost than White Label steel, not because Blue Label steel blades are superior in performance. Moreover, regardless of the steel used, they will always purchase blades forged by blacksmiths that possess the requisite dedication and have mastered the skills and QC procedures necessary to routinely produce high-quality blades from the more temperamental White Label steel. The reasons are made clear in the Technical Example below.

Quenching & Tempering

Let us next consider the process of hardening steel, called “heat treatment,” (in Japanese “netsu shori” 熱処理) the key to making useful tools.

High-alloy steels vary in this regard, but in the case of plain high-carbon steels, the two primary stages (with various intermediate steps we won’t touch on) of heat treatment are called “quenching” and “tempering.”

Quenching

Despite what many, including Supreme Court Justice Jackson, imagine, both men and women are fundamentally different and at the same time essential to making hoomans. Iron and carbon too are fundamentally different elements, and both are essential to making steel. And like men and women, these two elements sometimes make nice, but sometimes don’t get along well at all.

Indeed, prior to heat treating, the carbon molecules in steel tend to isolate themselves from the larger mass of iron forming isolated clumps, an organization that makes steel weak and/or brittle. When the steel is heated above a specific temperature, however, the carbon clumps tend to dissolve, become mobile, and meld with the iron molecules in a very friendly manner, if Gentle Reader will forgive me for anthropomorphizing chemistry. If the steel is then allowed time to cool naturally the carbon molecules will once again separate themselves into useless clumps creating a soft or brittle material.

But if the yellow-hot steel is instead suddenly quenched in oil or water it will cool rapidly such that carbon molecules lack the time needed to reform the weak clumps it naturally prefers leaving it stranded and mixed with the iron, forming extremely hard “carbide” particles, locked into a rigid crystalline matrix. This transformation is the first part of what your humble servant and others call The Mystery of Steel.

After quenching, the steel is brittle enough to shatter if dropped onto a concrete floor, for instance, and not suitable for tools, so further measures are necessary.

Tempering

The next step in the heat-treatment process is called “tempering,” a process that adjusts the rigid crystalline structures created during the quench, losing some carbides and loosening the rigid crystalline structure somewhat, but making the steel less brittle and much tougher.

This is achieved by reheating the steel to a set temperature for a set period of time and then cooling it in a specific way. This heating and cooling process can happen in air (e.g. oven), oil, or even molten lead. All that really matters is the temperature/time curve applied. Every blacksmith has their own preferences and procedures.

With that ridiculously overly-simplified explanation out of the way, let’s next take a gander at the “Quench Temp” row in the table above which indicates the acceptable range of temperatures within which each steel can be quenched to successfully achieve proper hardness. These ranges are important because if quenching is attempted outside these ranges, hardening will fail and the blade may be ruined.

In the case of White Label steel, Gentle Reader will observe that the quenching temperature range is listed as 760~800°C, or 40°C. Please note that this is a very narrow range to both judge and maintain in the case of yellow-hot steel, demanding a sharp, well-trained eye, a good thermometer, proper preparation, and speedy, decisive action, not to mention a thorough purging of iron pixies and malevolent spirits from the workplace.

Just to make things worse, even within this allowable range, a shift of temperature too far one way or the other will significantly impact the quality of the resulting crystalline structure, so the actual temperature variation within the recommended quench temp range an excellent blacksmith will aim for is more like ± 10˚C.

In the modern world with easily-controlled gas fires, consistent electric blowers, and reliable infrared thermometers, this target can be hit through training and diligent attention, but not that long ago it was seen as a supernatural achievement performed in the dark of night by powerful wizards. I kid thee not.

Compare this range of quenching temps to those for Blue Label steel with an acceptable quenching temperature range of 760~830°C, or 70°C of range, a 75% increase over White Label steel. That’s huge.

Let’s next consider the recommended tempering temperatures.

For White Label steel, Hitachi’s recommended tempering temperatures are 180~220°C, or 40°C of range. Blue Label steel’s temperatures are 160~230°C, or 70°C of range, once again, a 75% greater safety margin.

The practical temperature range for quenching and tempering Blue Label steel is still quite narrow, but this increase in the allowable margin of error makes the job a lot easier, such that Blue Label Steel is much less risky to heat-treat successfully than White Label steel.

Judging and maintaining proper temperatures during forging, quenching and tempering operations is where all blacksmiths, without exception, fail when they first begin working plain high-carbon steel. The guidance of a patient master, time and perseverance are necessary to develop the knack. Experience matters.

I hope the discussion this far at least partially brings into focus the challenges these two steels present to the blacksmith.

If you seek greater light and knowledge, please look online to find similar data for many of the popular high-alloy tool steels. Comparing those numbers to White Label steel and Blue Label steel will help you understand why mass-producers of tools, with their lowest-possible-cost mindset, minimal quality control efforts, and virtually untrained workforce of peasant farmers, former lawn-care professionals, and aspiring fast-food restaurant workers prefer them for making the sharpened screwdrivers foisted off by the boatload on uninformed consumers as chisels nowadays.

Warping & Cracking

A huge advantage of chrome and tungsten additives is that they reduce warping and cracking significantly. This matters because a blacksmith using a plain high-carbon steel like White Label steel must anticipate the amount of warpage that will occur during quenching, and then shape the chisel, knife, or plane blade in the opposite direction so that the blade straightens out when quenched. This exercise requires a lot of experience to get right consistently, making White Label steel totally unsuitable for mass-production.

Steel is a magical material. When yellow hot, the carbon dissolves and disperses relatively freely within the iron matrix. Anneal the steel by heating it and then slowly cooling it and the carbon molecules will migrate and gather into relatively isolated clumps with little crystalline structure leaving the steel soft.

But if the steel is heated to the right temperature and suddenly cooled by quenching, the carbon is denied the time and freedom available to it during the slower annealing process, instead becoming locked into the iron matrix forming a hard, rigid crystalline structure. This rigid iron/carbon crystalline structure has a significantly greater volume than pure iron, which is why the blade wants to warp when quenched.

Adding chrome and tungsten and other chemicals reduces this tendency to warp.

Sword blades are an interesting example. A Japanese sword blade is typically shaped either straight or curved towards the cutting edge before quenching, but during quenching the blade warps and curves without encouragement from, and despite the efforts of, the blacksmith. The skill and experience required to accurately anticipate the degree of warpage generated and the resulting curvature of the blade, and then compensate while shaping the blade before quenching to achieve the desired curvature post-quench is not something one learns in just a few months or even years.

This image has an empty alt attribute; its file name is IMG_7583-1024x683.jpg
A Japanese swordsmith with a blade made from high-carbon Tamahagane steel poised for quenching. Notice how straight the blade is. He has invested weeks of work into this blade to this point and a misjudgment or even bad luck in the next second can waste it all. Not a job for the inexperienced or timid.
Related image
After quenching, the resulting warpage is dramatic, but according to plan. The swordsmith must anticipate this distortion and shape the blade to compensate prior to the quench if he is to avoid unfortunate results. Notice the mud applied to the blade before quenching to control the formation of crystalline structures, achieve differential hardness, and control warping. Tool blacksmiths are faced with the same challenges on a smaller scale but more frequently.

High-alloy Steels

Unlike Tamahagane, however, modern high-alloy commercial steels contain large amounts of chemicals such as chrome, tungsten, molybdenum, vanadium, etc., with the result that tools made from these steels warp less, and exhibit far fewer shrinkage cracks.

Aogami Super is another HML product listed in the table and flowchart above. It’s an interesting steel, containing more carbon than both White Label steel and Blue Label steel and a lot more tungsten than regular Blue Label steel. Consequently, it is even more expensive. Aogami Super was originally developed as a high-speed tool steel especially resistant to wear. There are much better steels available for this role now, but Aogami Super is still hanging in there.

But all is not blue bunnies and fairy farts because high-alloy steels have some disadvantages too. 

Those who hype high-alloy steels always praise to the heavens the “wear-resistant” properties chrome and tungsten additives afford. When the subject is woodworking handtool blades, however, please understand the meaning of “wear resistant” to include “not very sharp,” and “a bitch to sharpen by hand.”

Tungsten makes the steel warp less and expands the heat-treat and tempering temperature ranges significantly leading to fewer defects during production. But the addition of tungsten also produces larger, tougher crystals that simply can’t be made as sharp as White Label No.1, and that makes the blade much more difficult, unpleasant, and time consuming to sharpen, all while wasting more expensive sharpening stone material in the process.

White Label steel has no additives other than carbon. It does not need additives to compensate for or to dilute impurities because its production begins with exceptionally pure pig iron, and carefully tested and sorted scrap metal. Both White Label and Blue Label steels, if properly hand-forged and heat treated by an experienced blacksmith with high quality standards, will have many more and much smaller carbide clumps distributed more evenly throughout the iron crystalline matrix producing a ” fine-grained” steel of the sort coveted since ancient times.

On the subject of scrap metal, this is not necessarily a negative thing. In fact, nearly all tool steels available nowadays contain high percentages of scrap metal content because, environmental and sustainability matters aside, it’s simply too cost-effective to ignore. Careful sourcing and testing are the keys to using scrap metal advantageously.

Performance Differences

I hope Gentle Reader found our little excursion back in time in the tardis, and the chemical information presented above, interesting, but it may not have clearly answered your questions about the performance differences between these steels, and when presented a choice, which one you should purchase. Your humble galley slave has been asked and answered these questions hundreds of times, and while only you can decide which steel is best for you, I will be so bold as to share with you the viewpoint of the Japanese blacksmith and woodworking professional.

Long story short, in the case of planes and chisels, the typical choices of steel are still White Label No.1, White Label No.2 or Blue Label No.1. BTW, I have been informed that Hitachi is no longer producing these steels and consequently they will not be available much longer.

If you are dealing with honest blacksmiths and honest/knowledgeable retailers with experience actually using, not just talking about and selling, tools, you will have observed that a specific plane blade, for instance one made from Blue Label steel, will cost less than the same blade made from White Label steel, despite Blue Label steel being a more costly material.

At C&S Tools a 70mm White Label No.1 steel plane blade cost 77% more than one made from Blue Label No.1. This means that the blacksmith’s average cost in terms of his labor (overhead, forging and shaping costs being equal) is also around 77% greater than Blue Label steel, a direct reflection of his potential additional time expenditure and material wastage due to defects such as cracking or excessive warping. This a constant risk for the blacksmith making professional-grade blades, so he must include the expense of mitigation in his production costs if he is to continue to keep a roof over his family’s heads.

So the dishonesty of charging more for products forged from Blue Label or Aogami Super steel is repugnant to your humble servant and should be to Beloved Customers too. But I digress.

White Label steel simply warps and cracks more, but when failure occurs it only becomes apparent after all the work of laminating, forging, shaping and quenching are complete. Ruined steel cannot be reliably re-forged or re-used, so all the material and labor costs up to the point of failure are simply wasted like an expectation of honest news from CNN. It is not a material for careless people or newbies.

So if White Label steel blades are riskier to make, with more wastage, and therefore more expensive, what are the performance characteristics that make White Label steel blades a favorite with professional Japanese craftsmen?

First, properly made White Label steel blades can be made sharper. This makes the craftsman’s work go quicker and more precisely. But don’t forget that this additional sharpness is entirely dependent on the user’s sharpening skills and his willingness to maintain his blades at that higher level.

Second, properly forged White Label steel blades are quicker and more pleasant to sharpen, making it easier to routinely obtain the extra sharpness mentioned in the previous paragraph. That sums it up.

To some people, especially those that use edged tools professionally all day long, these differences matter a great deal; To others, not so much.

Is White Label steel worth the extra cost? I think so, but the performance differential is not huge, and only someone with advanced sharpening skills will be able to take full advantage of the difference. For most people on a tight budget, or in the case of woodworking situations where sharpness is not critical, and sharpening speed and pleasure are not driving factors, then a less-expensive Blue Label steel blade is perhaps a better choice. It absolutely makes a fine tool that does a great job of cutting wood.

The Wise Man’s Q&A

Let’s shovel some more BS out of the way by performing the mandatory experiment of taking a hypothetical high-quality White Label steel blade and a hypothetical high-quality Blue Label steel blade, sharpening them identically using the best stones and advanced techniques, test them to cut some wood, and then consider the answers to the following two important questions:

Question 1: Will the additional sharpness obtainable from a White Label steel plane blade, properly sharpened and installed in a perfect body, create a smoother, shinier finish surface on wood than a Blue Label steel blade?

Answer 1: Definitely no; But since the blade started out a little sharper, it will cut wood a little better, a little longer. These results will depend on the skills of the user, of course.

Question 2: In the case where edge-retention, cutting speed, and cutting precision are more important than a shiny finish, which absolutely applies to chisels and knives, will the additional sharpness of a properly made and proficiently sharpened White Label steel blade improve a woodworking tool’s cutting speed, edge-retention, precision and control?

Answer 2: Absolutely yes; On condition that the user possesses and exercises the skills necessary to achieve and maintain that extra degree of sharpness. There is a reason sharpening has always been the first essential skill in woodworking.

These are the reasons why we don’t even offer chisels made from Blue Label steel, or even White Label No.2 with its lower-carbon content, and resulting reduced hardness.

But whether plane blade, chisel or knife, a key point to understand is that a properly forged and heat-treated blade made by an experienced professional blacksmith from simple White Label steel will always be quicker and more pleasant to sharpen than one made of Blue Label steel with its added sticky chrome and hard tungsten. To the professional that has the need for the additional sharpness, possesses the skills necessary to produce and maintain it, and counts the cost of his time and sharpening stones, that’s a difference many find fully justifies the extra cost.

I daresay many of our Beloved Customers agree.

A Technical Example

You may find the metallurgical technical terms below difficult to follow, but perhaps an example with pretty pictures will help bring things into focus. Please see this informative article by Niigata Prefecture’s Prefectural Central Technical Support Center. If you input the URL into Google and use the translate feature a decent English-language version may magically appear. Or not. Some of the key results are copied below.

The steel being tested in the study outlined below is White Label No.2 steel (row 2 on page 4 of the Hitachi catalogue pdf). They heat-treated seven samples, tested their hardness, and listed the results. In each case, the quench temp varied from 750˚~900˚C (1382˚~1652˚F) in water, but the tempering temp was kept constant at 180˚C (356˚F).

The best results can be seen in Figure 4 below at a tempering temperature of 775˚C (1427˚F) producing the finest, most uniform crystalline (Austentite) structure. Lower temps are not as good. Higher temps are worse. A 25˚ variation one way or the other made a big difference.

So let’s examine how the crystalline structure changes with different temperatures as seen in the photos below.

The white stuff visible in the photographs is Ferrite (iron), while the black stuff is spherical carbide (Cementite). When Ferrite and Cementite meld, a desirable hard crystalline structure called Martensite is formed, although there are several steps in between we will not touch on. This subtle molecular change is the essence of the ancient Mystery of Steel, and the keystone to modern civilization.

Fig.1 shows the steel before heat treatment begins. Notice how the soft iron Ferrite and spherical carbon Cementite are isolated from each other indicative of little crystalline structure and a soft metal. No significant Martensite is visible.

Fig.1: Pre-heat-treat condition of Shirogami No.2 steel.

The graph in Fig.2 below shows Vickers Hardness on the vertical axis and quench temperature (with a 20 minute soak) on the horizontal axis. Notice how hardness makes a big jump between 750˚C and 775˚C. This 25˚ range is the sweet spot.

Fig.2: Vickers Hardness vs. Quench Temp

Fig. 3 below shows the crystalline structure at a quench temp in water of 750˚C, after a 20 min. soak, followed by tempering at 180˚C for one hour, followed by air cooling. This is 10˚C below the manufacturer’s recommended quench temp. Notice how the iron Ferrite and spherical carbon Cementite are mixing, forming some gray-colored Martensite, but there are still big lakes of Ferrite visible. Better, but not yet good.

Fig. 3: Quench Temp = 750˚C, 10˚C less than the recommended quench temp

Fig. 4 below shows the crystalline structure at a quench temp in water of 775˚C, after a 20 min. soak, followed by tempering at 180˚C for one hour, followed by air cooling. Notice how the iron Ferrite and spherical carbon Cementite are well-mixed forming pretty grey Martensite, indicating that this is close to the ideal quench and tempering protocol; The sweet spot. The crystalline structure shows few lakes of iron Ferrite or islands of spherical carbon. This organization is typical of durable, hard, fine-grained steel. A mere 25˚C increase in quench temp has yielded a large improvement.

Fig.4: Quench Temp = 775˚C. Well within the recommended quench temp.

Fig. 5 below shows the crystalline structure at a quench temp in water of 800˚C, after a 20 min. soak, followed by tempering at 180˚C for one hour, followed by air cooling. This is still within the quench temp range recommended by Hitachi. Notice how the Ferrite and spherical carbon Cementite are still fairly well-mixed, but the dark spherical carbon is becoming a bit more isolated from the Ferrite forming more, darker groupings. While the Martensite formed is still quite adequate, the performance of this steel may not be as ideal as that in Fig. 4. Notice also that the hardness of the steel has dropped slightly.

Fig.5: Quench Temp = 800˚C. Max recommended quench temp.

Fig. 6 below shows the crystalline structure at a quench temp in water of 825˚C, after a 20 min. soak, followed by tempering at 180˚C for one hour, followed by air cooling. Notice how the crystalline structure has become less uniform than in Fig 5 after only a 25˚ increase in quenching temp.

Fig.6: Quench Temp = 825˚C. 25˚C greater than the manufacturer’s recommended quench temp. The crystalline structure is clearly inferior to Fig.5

Fig. 7 below shows the crystalline structure at a quench temp in water of 850˚C, after a 20 min. soak, followed by tempering at 180˚C for one hour, followed by air cooling. This time, a mere 25˚ increase in quenching temp has resulted in significant degradation in the uniformity of the crystalline structure as well as reduced hardness.

Fig.7: Quench Temp = 850˚C. The crystalline structure has degraded further.

Fig. 8 below shows the crystalline structure at a quench temp in water of 875˚C, after a 20 min. soak, followed by tempering at 180˚C for one hour, followed by air cooling. Once again, significant degradation in the uniformity of the crystalline structure and loss of Martensite is apparent.

Fig.8: Quench Temp = 875˚C. The crystalline structure has once again degraded further. This result is not acceptable in a quality blade, but the margin for error in terms of temperature differential is small.

Fig. 9 below shows the crystalline structure at a quench temp in water of 900˚C, after a 20 min. soak, followed by tempering at 180˚C for one hour, followed by air cooling. Gentle Reader will notice the many white “tissues” that have developed in addition to tempered martensite. The fibrous-appearing white stuff is considered retained Austenite, a formation that can later be converted into hard Martensite with some effort. Once again, just a 25˚ increase in quenching temp has resulted in significant degradation in the uniformity of the crystalline structure as well as reduced hardness.

Fig.9: Quench Temp = 900˚C. The crystalline structure has obviously become less uniform. Not acceptable.

Clearly, Shirogami No.2 steel is a very good tool steel, but it’s sensitivity to heat-treatment technique, and the necessity for knowledge, experience and care in working it are also clear.

Takeaway

What should Gentle Reader glean from this technical presentation?

The first thing to understand is that plain, high-purity, high-carbon steel that has been skillfully forged, quenched and tempered will exhibit the finest, most evenly-distributed hard carbides in a uniform crystalline steel structure mankind can economically produce. Such steel will become sharper than any other metal from which a practical chisel or plane blade can be forged.

This fact has not changed since ancient times, regardless of the hype and marketing of the mass-producers who can at best achieve comparatively mediocre results using modern high-alloy steels.

The second thing to understand is that, while it is not difficult to make high-carbon steel hard, nor to temper it to make a durable product, producing a uniform, durable crystalline structure that will become very sharp, will be especially resistant to dulling, and can be sharpened quickly requires serious skills of the sort that only result from many years of study under a master, and dogged commitment to quality control, especially temperature control and timing. In your humble servant’s opinion this makes chisels, plane blades and handsaws hand-forged from the high-quality high-carbon steels discussed in this article worthy of consideration by professional woodworkers who need sharp blades and have the skills necessary to maintain them properly.

If steel is the lock, then the crystalline structure the blacksmith creates in high-carbon steel through his skill, diligence and dedication is the key to the Mystery of Steel. It’s a lock and key mankind has been using since ancient times, a combination that is the foundation of our modern, extremely wealthy civilization. But it’s only been a handful of decades since we developed the technology that made it possible to really understand why the key opens the lock. Rejoice, Gentle Reader, for you live in technologically enlightened times!

I hope this discussion has been more helpful than confusing.

YMHOS

A cross-section of the Eidai tatara furnace (also pictured at the top of this article) with human-powered blowers to right and left forcing air into the fire at the furnace’s base. The red-hot furnace contains satetsu as the first layer resting on charcoal with the fire below. More layers of satetsu and charcoal are added as the process moves forward. The heat of the supercharged burning charcoal makes the iron more-or-less liquid, absorbing carbon (too much carbon, actually), and causing it to settle to the bottom of the furnace as Tamahagane, but it does not drop into what appears to be a void below. The complicated subgrade structures and combination of materials shown have several purposes, foremost of which is to provide a solid foundation for the furnace even when subjected to high heat. They also prevent groundwater from infiltrating below the furnace where it would otherwise rob heat complicating temperature control, as well as providing escape paths for any moisture below the furnace.

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Tool Maintenance: Corrosion Prevention

A Rusted Plane Blade by Hatsukuni. What did it do to deserve such horrible neglect?

“How dull it is to pause, to make an end,
To rust unburnish’d, not to shine in use!
As tho’ to breathe were life!”

Alfred Lord Tennyson, Ulysses

Between damaged tools and guns, corrosion prevention has been a high priority for your humble servant over the years motivating me to purchase many corrosion-prevention products and test them in various climates. After scaling mountains of hype and fording floods of BS I think at last I have something of value, perhaps even the genuine article, to share with Gentle Readers.

While by no means comprehensive, in this article your humble servant will address three common causes of corrosion in steel woodworking tools, as well as some methods of prevention. The three causes are: Corrosion due to sharpening, corrosion due to handling, and corrosion due to storage.

But first, to help Gentle Reader understand the basis for the measures I will recommend below, allow me to explain my sharpening philosophy.

Tool Philosophy

The word “philosophy” is of Greek origin and means the “love of wisdom.” I won’t flatter myself that I developed any original wisdom about maintaining tools, because the truth is I stole most of what I know from better men and the rest came ipso facto from my own screw-ups. Shame is the best teacher.

Professional craftsmen have no choice but to constantly maintain and repair the tools of their trade, but necessary or no, clients and employers often resent the time the craftsmen they hire spend maintaining tools during the work day. After all, they are paying them to make a product, not to fiddle with tools, at least that’s how most Clients look at it.

Imagine you hired a contractor with an excavator to dig a septic field and hole for a septic tank for you, but until his work is completed, the plumbers, riggers, truck drivers, and laborers hired by the hour to install the tank and field have little to do but stand by twiddling their thumbs. Now imagine the man decides he must change the oil of his excavator and grease the fittings before he can actually start digging, and proceeds to do this necessary maintenance in front of you and the other workmen who are also getting paid by the hour.

Machinery maintenance is part of the job, no doubt, but the operator should have been done it beforehand at a time and place that would not delay the project and everyone else’s work. Is this analogy always relevant? Perhaps not, but in the eyes of the Client paying the money, relevance be damned, it’s daylight robbery!

The perceptive craftsman will strive to understand his Client’s perspective if he wants to be trusted with profitable repeat work.

Therefore, I don’t sharpen, fettle, or repair my tools at the jobsite anymore than is absolutely necessary, and never in front of the Client or employer. This is not some feel-good yuppy-zen BS, but a serious, concrete work philosophy with physical and financial consequences. It was taught to me by experienced craftsmen in America and Japan, all since retired to the big lumberyard in the sky, who knew what they were about. It has served me well.

So how do I keep working when blades dull, planes stop shaving, power tools stop spinning, and bits stop biting? The most reliable solution is to have multiple saws, planes and chisels in the types/sizes critical for that day’s work, and even extra bits and power tools on-hand whenever possible, so that if a particular chisel or plane becomes too dull to get the job done, or a bit breaks, or a circular saw, for instance, goes tits-up, I need only pause work long enough to retrieve a sharp, ready to rock-n-roll replacement from my toolbox or tool bag.

This means I must purchase, sharpen, fettle and carry around more tools than I am likely to use during that workday. But since I don’t carry my tools in my “pocketses”, and they are partners that earn their keep, I do not consider it wasted money. In fact, this philosophy has resulted in tool-maintenance habits that I believe ultimately save me time and money while improving my work efficiency all while reinforcing my Client’s or employer’s confidence in me, just as the old boys I try to emulate said they would.

Of course, after a few days of continuous work I will have accumulated multiple blades that need sharpening, so if I am to keep making sawdust I must sharpen them in batches of 5~10 at a time. And because I sharpen in batches, as do professional sharpeners, I have given great thought over the years to maximizing positive results such as speed, sharpness achieved, and economical use of stones while minimizing negative results such as rusted steel. I humbly encourage Gentle Reader to give these matters just a few seconds of consideration. What have you got to lose besides steel?

Corrosion Prevention: Wet Sharpening

The bevel of the Hatsukuni blade shown above. An iron pixie’s joy.

The corrosion risk to tools when sharpening is caused by residual water in the scratches, cracks and crevices of the blade, as well as accumulated chlorine from tap water, promoting rust, especially at the very thin cutting edge. Yes, that’s right, I’m more worried about corrosion dulling the cutting edge than of it creating unsightly red spots elsewhere on the blade.

When sharpening a batch of blades in my workshop, after a blade is done on the final finish stone, I dry it with a clean rag or paper towel, apply a few drops of Corrosion Block, smear it around on the blade to ensure a complete coating, and set it aside to draw water out of the pores and seal the steel. It works.

Corrosion-X is another good, but stinkier, product. Neither is good enough long-term, however.

After the blades have sat for a while, usually at the conclusion of the batch, I wipe off the CB and apply CRC 3-36. This is a paraffin-based corrosion preventative that floats out water. Paraffin won’t evaporate or wick-off and is the best product I have found to prevent rust developing on a clean, moisture-free surface.

CRC 3-36 sprays on easily and soaks into everything, and if allowed to dry, will give good long-term protection, as in years. It’s especially good for saw blades because it gets deep into the teeth. But you don’t want to apply it to anything even a little wet with water because paraffin may seal it in promoting rust. Ergo, Corrosion Block first.

There are many rust-prevention products on the market, so I am not suggesting CRC3-36 is the best, only the one I prefer, partly because The Mistress of the Blue Horizons doesn’t object to the smell too strongly if it wafts into her holy chambers from the grubby workshop. If I use Corrosion-X, however, she bars the door with her trusty broom, bayonet fixed and leveled at my genital area, and makes me strip off my stinky clothes before she’ll let me back into the house. My love is a gentle flower… ! With sharp knives…! But I digress.

This system works fine for short-term purposes, and even for long-term storage if I wrap the tool in newspaper or plastic to protect the coating.

When sharpening in the field, or if I will be using the tool right away, I don’t bother with spray products, but just strop the blade on a clean cloth or the palm of my hand to generate friction heat, apply some oil from my oilpot, and call it good.

If you don’t own and use an oilpot already I won’t call you an idiot, but I still remember the time long ago when that word was directed at me by someone I respected for not making and using one. He was right.

A useful trick I learned from professional sword sharpeners in Japan is to use chlorine-free, slightly alkaline water for sharpening. I mix Borax powder with distilled water in a plastic lab bottle to use to keep stones wet and to wash blades when sharpening. Washing soda works too. A little lye added to sharpening water will also increase its pH. Using such water will not entirely prevent corrosion, but it certainly slows it way down. Test it for yourself.

Corrosion Prevention: Handling

We sometimes pull out a chisel, saw, or plane blade to gaze upon it. They are lovely creatures, after all, and deserve our adoration. There are two things to be aware of when doing this, however.

Recall that the adult human body is comprised of approximately 60% water, some of which is constantly leaking out of our skins mixed with oils and salts. When you touch bare steel with your hands, skin oils, sweat, and the salt contained in sweat stick to the steel and will cause rust. It’s only a matter of how quickly and deeply.

The solution is to avoid touching bare steel you will later store away with bare fingers, and if you do touch the blade, wipe it clean and apply some oil from your oilpot or spray can right away before returning it to storage.

Gentle Reader may be unaware, but there can be no doubt that harsh words not only hurt the tender feelings of quality tools, but can directly damage them. How do I know that rude language offends steel tools, you say? Well, I have ears don’t I? In addition, over the years I learned a thing or two from professional Japanese sword sharpeners and evaluators, who are even more obsessed with rust than your paranoid humble servant, no doubt because of the high financial and historical costs of corrosion in rare and expensive antique weapons.

With the gift to the entire world of the Wuhan Flu from Dr. Anthony Fauci (aka Mr. Fake Science) and his Chinese research team, we have all become more aware of the human tendency to constantly spew droplets of bodily fluids, often containing nasty bugs, into the air around us sometimes with unpleasant consequences. A handsaw can’t catch the Fauci Flu, but fine droplets may find their way to the steel surface when we talk to them or around them. Corrosion ensues.

In Japan it is considered rude to speak when holding a bare sword. Indeed, it is SOP to require viewers who will get close to a bare blade to grip a piece of clean paper between their teeth to confirm the mouth is indeed closed and not spewing droplets of spit onto the blade.

I am not exaggerating the cumulative long-term damage fingerprints and moisture droplets expelled from human mouths and noses cause to steel objects. Any museum curator can confirm.

How does this all apply to woodworking tools? If Gentle Reader takes a tool out of storage and either talks to it, or to humans around it, please wipe it clean, apply oil, and rewrap it unless you will be using it immediately. It’s the only polite thing to do.

Tools deserve respect. Perhaps I’m superstitious, but I’m convinced that if we avoid rudely smearing salty sweat or spraying globs of spittle that would cause our tools to turn red and go away, they in turn will be less inclined to cause us to leak red sticky stuff. Some tools are vindictive if offended, donchano, and many of them can bite.

Corrosion Prevention: Storage

The air on this earth contains dust and moisture. Dust often contains abrasive particles harder than steel as well as salts and other corrosive chemicals. We must keep these particles and chemicals away from our tools.

Air also contains moisture that, given access and a temperature differential, can condense on steel tool blades causing condensation rust.

Your humble servant discussed these matters in length in earlier articles about toolchests, but a critical criteria of proper storage is to prevent dust from landing on tools, and to prevent the tools from exposure to airborne moisture and temperature differentials. A closed, tightly sealed, clean container, cabinet, toolchest or toolbox is better for tool storage than pegboards or shelves.

If Gentle Reader does not already have such a tool container of some sort, I urge you to procure or make one.

Tool Rolls

Your humble servant owns and uses canvas tool rolls because they are handy for transporting tools such as chisels, files, rasps and saws to and from jobsites, but they have limitations of which Gentle Reader should be aware.

The first problem with tool rolls is that they appear to protect the cutting edges of chisels and saws, but that is only wishful thinking because the delicate and dangerous cutting edges are only hidden behind a thin layer of fabric. Guess what happens if you drop a cloth tool roll of sharp chisels onto a concrete slab.

If you bump a tool roll of chisels against another tool, then brush your hand against the now exposed but hidden cutting edges while digging in your toolbox, red sticky stuff may get everywhere. Oh, the humanity! Will this wanton bloodshed never end!?

Do tool rolls protect tools against corrosion? No, in fact they can make it much worse because fibers in contact with steel, especially organic fibers such as cotton, can wick moisture to the steel producing corrosion. Please see the photos above.

Leather tool rolls can be especially bad in some cases because of residual tanning chemicals.

I’m not saying don’t use tool rolls, only to be aware of their limitations and use them wisely.

As mentioned above, I do use fabric tool rolls in the field. The trick to preventing rusted blades is to insulate them from direct contact with the canvas, so I make little plastic liners from the hard but flexible plastic used for theft-proof retail product packaging that fit into the pockets. Just a strip of plastic cut wide enough to fit into the pocket tightly and folded in half. Besides preventing rusty blades (chisel crowns will still rust) these little liners make it much faster and easier to insert blades into the pockets without cutting the tool roll, and to keep the blades from cutting their way out of the tool roll once inserted. The price is right too.

Canvas tool wraps are convenient for transporting handsaws, but they too provide limited protection. I wrap my saw blades in thin polyethylene sheet foam to help protect the teeth, isolate the blade from direct contact with cotton fabric, and add some insulation.

If you need to use tool rolls for long-term storage, I recommend you clean the tools, coat them with a paraffin-based rust-prevention product like CRC3-36, and wrap them full-length in plastic wrap before inserting them into the tool roll’s plastic-lined pockets.

If tools are faithful and profitable servants, indeed extensions of our hands and minds, don’t they deserve more from us while they are in our care than a rusty, pitted, neglected fate like the plane blade pictured above?

YMHOS

Our erstwhile apprentice from the clothing-optional workshop has dropped a chisel into the water while sharpening it, and laments the inevitable corrosion. Being bald as a bowling ball, I’m desperately jealous of her long, curly tresses, but I suppose they must get in the way when sharpening. The sacrifices we make for art…

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The Matsui Precision Notched Straightedge

Matsui Precision Bevel-edged Straightedge with notch

You cannot teach a crab to walk straight.

Aristophanes

This post is about a tool that looks quite ordinary but is in fact extraordinary in subtle ways.

Why Do Woodworkers Need a Good Straightedge?

When woodworking we need to be able to mark and measure straight lines and examine the precision of edges and surfaces. There are several ways and tools available to accomplish these tasks, but the steel straightedge is efficient and the quickest tool in the case of shorter distances, assuming one’s straightedge is up to the job.

For most woodworking tasks we don’t need a precision straightedge. But for those few activities where it is necessary, nothing can take its place. So what are some of those activities? I can suggest a few from my experience:

  1. I use a precision straightedge as a “Standard” to check that my working straightedges and squares (the ones that are used and abused daily) are truly straight and square. This is necessary because, during use, Murphy governs all operations, while pernicious Iron Pixies dance among the piles of dandruff on his shoulders. Due to their malicious ministrations, measuring and marking tools are easily damaged, wear-out, and lose tolerance so I need a reliable “Standard” to check them against regularly. Of course, you can’t check for straight or square unless you have a truly straight line/surface to index from. It would be silly to imagine that the edge of one’s tablesaw top or jointer table are perfectly straight without first checking it against a reliable standard;
  2. I use a precision straightedge to examine the soles of my handplanes to help me keep them straight, flat and free of wind because it’s very difficult to plane a flat surface with a screwy plane. No matter how much time I invest in truing my planes, I’ve found the results are never better than the straightedge used.
  3. Check that lapping plates and the float-glass plate I use for truing stones and plane soles remain within tolerances. Yes, they wear out too.
  4. Check that the tables of stationary equipment such as tablesaws, bandsaws, jointers, and planers are true, and that infeed/outfeed soles of handheld electrical planers are properly aligned;
  5. Check that surfaces of wooden components of special projects requiring extra precision are true.

Do you ever need to accomplish any of these tasks?

Tasks for Which the Matsui Precision Straightedge is Not Ideally Suited

The Matsui Precision Straightedge is not an expensive tool, but since it is one I rely on, it is most cost-effective to protect it from premature wear and damage, so the following are tasks for which I use a less-expensive and less-protected “working straightedge” instead of my Matsui precision straightedge:

  1. I don’t use it for checking sharpening stones. The Matsui straightedge can do this job with style, but after a few years of being pressed against (and dragged over) abrasive stones, the tool’s precision would be degraded. Better to use a less-expensive straightedge for this job, and check it occasionally against the Matsui Precision Straightedge to confirm it’s still straight. If it isn’t, fix or replace it.
  2. I don’t use it for daily general woodworking tasks. Once again, the Matsui straightedge can do general jobs with style, but after a few years of being pressed against (and dragged over) wooden surfaces, the tool’s precision would become degraded prematurely. Instead I use a “working straightedge” that has been checked against my “Standard” Matsui Precision straightedge;

How To Use a Precision Straightedge for Checking Tools and Surfaces

Neither the human hand nor eye can measure a straight line or a true plane with any precision unaided, but there is one technique older than the pyramids all woodworkers must be proficient at, namely to place a truly straight, simple straightedge on-edge on a surface to be checked, be it a board, a jointer outfeed table, or the sole of a plane, and shine a light source at the gap between the straightedge and the surface being examined. If gaps exist, light will pass between the edge of the thin straightedge and the surface being checked confirming the surface is not straight and/or flat. The human eye can detect even a small amount of light this way and both quickly and effectively judge how flat the surface being checked is with a surprising degree of accuracy.

Feeler Gauge

Another technique that yields more precise values without relying on Mark1 Eyeball is to place the straightedge’s beveled edge against the surface to be checked, and insert feeler gauges into gaps between the straightedge and the surface. If the feeler gauge selected won’t fit, then one replaces it with thinner gauges until one that just fits is found.

Once you know the value of the gap between your straightedge and the area of the board you need to true, for instance, you can divide the measured thickness of the shaving your planes takes in a single pass (easily checked with a caliper) to calculate how many passes it will take to true the high-spots on a board, thereby eliminating a lot of the guesswork that makes precise woodworking difficult at times.

To reliably perform these checks, we need a truly straight straightedge. Straight is a relative thing, but straightedges sold for woodworking are seldom straight because purveyors rely on purchasers to not bother, or even know how, to check the quality and precision of the straightedges they sell.

Another reason honest, precision straightedges are relatively rare among woodworking tool collections is that making a high-tolerance piece of hardened steel that is straight, and will stay that way, is hard work that most woodworkers are neither inclined to appreciate nor bother to check, much less pay for. Is ignorance bliss? I believe it is in the exalted natures of our Gentle Readers to always strive to improve the quality and efficiency of their work. A high-quality precision straightedge is an essential tool in undertaking that blissful quest.

Challenges & Solutions

The dilemma of the straightedge is that it must be thick and rigid enough to prevent warping and flopping around in-use, but reasonably lightweight and not too bulky, otherwise it will be clumsy. At the same time, it must not be so thick as to block out most of the light passing between its edge and work-piece making it useless.

Another challenge the straightedge faces is the constant threat of damage. If the delicate edge is too soft, it will become dinged and deformed instantly becoming inaccurate. And if the straightedge rusts (the bane of all steel), precision will suffer.

What are the viable solutions? They are obvious and proven, but seldom implemented well. Here is how Matsui Precision does it.

Stainless Steel Construction

First, they use high-quality stainless steel to prevent corrosion. If you work in humid conditions or if you will admit to perspiring salt-laden moisture at times, then this is important, but not rare.

Properly-sized, Precision-ground & Polished

This straightedge is not an insignificant piece of stainless steel. It is available in various lengths, but in the case of the Matsui’s 400mm straightedge (a handy, reasonably-priced length), the blade is 34mm wide and 3mm thick, enough to keep the blade rigid in use and prevent warping, but not so wide or thick as to feel heavy or clumsy. It weighs 320gm (11 ounces), a nice, and unusual, balance of rigidity and weight.

In many countries, thick and heavy are viewed as hallmarks of quality. The Japanese people of course, value quality highly, but where they differ is a strong dislike of needlessly heavy, clunky tools, seeing the extra weight and bulk as signs of inefficient design and careless manufacturing. Their love of slim, compact lightweight tools made efficiently from quality materials permeates Japanese sensibilities.

What is more rare is the fact that Matsui then precision-grinds and precision polishes the stainless steel (not the same thing) so the tool is as straight and flat as machinists require, because this is a tool designed to the higher standards of machinists, not just woodworkers, who are by default consigned second-rate precision tools.

Hardened & Trued

Matsui also hardens the stainless steel to ensure the tool is rigid and will resist wear and damage over its long useful lifespan.

During heat treating and grinding metal warps slightly. After stress-relieving, Matsui inspects each tool one-by-one and corrects irregularities or rejects those that cannot be sufficiently corrected. It’s called quality control, something that never happens in China, India, Vietnam, or Cambodia.

Beveled Edge

To make it easy to see light passing between the straightedge and surface being checked, one edge is beveled. The importance of this detail cannot be overstated.

The Notch

The Matsui Precision Straightedge being used to check the sole of a 70mm finish handplane with a blade by Sekikawa-san. The notch fits over the cutting edge so one can check the sole with the blade protruding as it will be in-use. In this photo the blade has been extended waaay too far out of the mouth to make it easy to see the cutting edge. Please notice the light showing between the straightedge and the sole indicating that something is not right. The wedging pressure of forcing the blade to project this ridiculous amount has warped the block so that the most important part of the sole, the area directly in front of the mouth, is not touching. The point is that the notch makes it possible to check the sole with the blade projecting the intended distance, a job simply not possible with an ordinary straightedge.

In the case of the tool we are introducing here, Matsui cuts a small semi-circular notch in the beveled edge of the blade to provide clearance for irregularities in the surface being checked, such as welds, or in the case of woodworking tools, the cutting edges of the blades of handplanes, electrical planers and electrical jointers. This is an important and unique feature.

Why is this notch so useful? The problem with using a metal straightedge to check/true the sole of a handplane has always been that, in order to correctly check for flatness/wind, the blade must be set to project from the plane’s mouth the same amount it will when the plane is being used, because in the case of Japanese planes the wedge-shaped blade applies slightly different pressures on the wooden block at different depths in the block, producing variable degrees of deflection.

But if the blade is projecting from the mouth from the same amount it will when in use, then the straightedge will ride on top of the blade preventing a proper examination, and at the same time, possibly dull the blade and gouge the straightedge. The solution has always been to adjust the blade to not actually project, but to be just in-line with the sole, a fiddly process that has resulted in many dulled blades, scratched straightedges, and inaccurate examinations. Don’t ask me how I know this (シ)

With the elegant Matsui Precision straightedge, however, the notch fits directly over the projecting blade avoiding the irritating and time-wasting fiddling normally required to get the blade in the exact position, one that often yields an imperfect reading.

If you need to maintain handplanes, electrical woodworking tools, or do precision woodworking and need an accurate, reliable, lightweight, durable, reasonably-priced straightedge to help take the guesswork out of these jobs, this product is just what you need. I have been using one for years and couldn’t get by without it.

If you are interested, send us a message using the form below.

YMHOS

Links to Articles About Other Matsui Precision Tools:

If you have questions or would like to learn more about our tools, please click the “Pricelist” link here or at the top of the page and use the “Contact Us” form located immediately below.

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Cutting Flavor aka Kireaji 切れ味

‘Be careful you don’t cut yourself. The edges are sharp enough to shave with.’
‘Girls don’t shave’, Arya said.
‘Maybe they should. Have you ever seen the septa’s legs?”

George R.R. Martin, A Game of Thrones

I mentioned in a previous article my belief that a love of sharp tools is embedded in the Japanese people’s DNA. I am convinced this is by no means limited to the people of these mountainous green islands for it is deep in mine too, and it may be in yours.

Whether they were made of bone, flint, copper, bronze or iron, humans of all races and all locations worked with axe and adze, chisel and scythe, sword and dagger to keep body and soul in close proximity for many thousands of years before written language was invented or the first Microsoft product crashed and burned. Our reliance on and love of sharp tools is still part of our DNA, to one degree or another, and for good reasons.

The words we humans make and use give insight into our deeper natures, so a very brief lesson regarding a single word in the Japanese language, one that is an intentional, defining characteristic of our tools, and one you will not find in any textbooks, may be illustrative of this point.

Cutting Flavor

The word your most humble and obedient servant has in mind is “kireaji” 切れ味 pronounced “ki/reh/ah/jee. This word is comprised of two Chinese characters. The first of the two ideograms being 切 , which is pronounced in its un-conjugated form as “setsu” or “kiru,” meaning “cut.” This is an interesting character. People who study these things say it is an ancient combination of two characters. The small one on the left looks like the character for the number seven 七, but actually it represents a vertical and crosswise cut in the shape of a plus sign 十. The character to the right, 刀 , is pronounced “to” or “katana” and means “sword.” So “kiru” means to cut with a sword or blade.

The second character in the word is “Aji,” 味 meaning “flavor.” Combined, these two characters mean “cutting flavor,” but the resulting word has nothing to do with the human sense of taste and everything to do with the feeling transmitted to the user when a blade is cutting. This word is used in reference to all cutting tools from axes to swords to razors, and certainly for knives, chisels, and planes.

In the English language, the closest word we have is “feeling of sharpness,” I suppose, but it isn’t the same. The act of cutting, in the Japanese tradition, is a sensory experience, one that can be pleasant, in the case of a well-designed sharp blade, or unpleasant in the case of a clumsy dull blade. I think you now have a sense of what the word kireaji means, and how how it feels, but do you understand why it is an important word when talking about tools?

When we speak with our blacksmiths and sharpeners about the tools they produce, the kireaji we expect of their products is always part of the discussion. A blade can have a good kireaji (良い切れ味), an indifferent kireaji (どうでもいい切れ味)or a “distasteful” kireaji (不味い切れ味). It can be “brittle” (切れ味が脆い)or it can even be “sweet” (切れ味が甘い)meaning soft as a spoiled child. We always insist the first meaning be applicable because anything less is failure. Even if some of our customer’s tastes may not be refined enough to discern the difference, ours are.

We work closely with our blacksmiths and sharpeners to make sure they understand our requirements for sharpness. And just to be sure, we constantly test their blades to ensure compliance. If you buy a tool from us that has an especially sharp edge and looks like it may have been used lightly, please understand this is part of our QC efforts and not a return or a reworked reject.

If you know of other languages that have a similar idiom, please let us know in the comments section below.

Like the flavor of fine wine, rich chocolate or gourmet donuts (mmm… donuts), the kireaji of cutting tools varies with materials, blacksmiths, and specifications. At C&S Tools we are not satisfied with outward appearance only, but take our products to a different level by making kireaji the very highest priority. This makes C&S Tools almost unique among retailers of edged tools.

Does kireaji matter to you?

Bon appetite!

YMHOS

If you have questions or would like to learn more about our tools, please click the “Pricelist” link here or at the top of the page and use the “Contact Us” form located immediately below.

Please share your insights and comments with everyone in the form located further below labeled “Leave a Reply.” We aren’t evil Google, fascist facebook, or thuggish Twitter and so won’t sell, share, or profitably “misplace” your information. If I lie, may all my blades taste like a mountain troll’s nose-wiping rag.

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Safety Rules & Habits for Edged Handtools

The chisels, knives, and planes we sell are all hand-forged by ancient smiths. There may or may not be dwarvish ancestry in one or two cases, but without exception our blacksmiths make blades with unsurpassed crystalline structure that cut like Satan’s own scalping knife.

The Psychology of Steel

It’s important for those of us who use such sharp handtools to understand how they think. Allow me to put on my metallurgical psychologist’s hat for just a moment to expound. FYI this is a highly-polished brass skullcap engraved with runes of power and decorated with multiple rings of tiny silver bells suspended from stubby brass rods attached to the cap that tinkle prettily when I walk; Glitzier but more dignified than the aluminum-foil cap with projecting curly copper wires I wear daily to protect my mind from the brain-rays of alien used-car salesmen. But I digress.

High-quality blades are especially single-minded and simply live to cut wood. If you don’t believe me, just ask them. If you listen carefully you will hear the chirping and tapping sounds they make when they are happy. And the shavings and chips that fly from their misty silver edges will attest to the fun they are having. They love cutting wood best of all, but the problem is they will try their darndest to cut anything they can latch onto. It’s just their nature; something we must understand and deal with if we are to prevent the servant from becoming the bloody master in the blink of an eye.

Safety Priorities in the Real World

Not only does “haste makes waste,” but when dealing with sharp tools, haste can be relied on to produce leakage of copious quantities of red sticky stuff. Not that long ago, it was common, even acceptable, for serious injury and deaths to occur on construction projects, in factories and in workshops. Indeed, hundreds of deaths on a single major construction project were common throughout most of human history; This was just accepted as the cost of getting the job done.

When I was a young man working construction projects, most such injuries and even deaths were assumed to be the price the injured/deceased workman paid for failing to “pay attention,” or “not being careful.” Fortunately, attitudes have changed.

When I was still a schoolboy, my father (RIP), was a construction superintendent in Las Vegas undertaking a pre-cast concrete parking garage project. Due to a stupid and entirely-avoidable error at the pre-cast plant in Arizona, haunches on the reinforced-concrete columns failed and 5 floors collapsed like dominoes killing three workmen and disabling several others. This was not their fault anymore than it was my father’s, but men died, families were destroyed and he was made an emotional wreck for a year afterwards. No jobsite safety rules could have prevented or even mitigated this disaster.

More recently, I was peripherally involved in a project here in Tokyo where a combination of events, including a clear violation of well-established safety rules, resulted in a basement fire killing two workmen and three fire fighters. In this case, safety rules related to “hot-work” were in-place and compliance required by law, so that careful adherence should have prevented this tragic loss of life. It appears they were not followed, however. But the number of dead and injured could have been much higher if not for other safety rules and procedures that were followed.

Nowadays everyone says “Safety First.” Your humble servant finds this slogan irritating, however, because in the real world, safety is never first priority. If it was, no one would ever undertake any potentially dangerous work; No one would swim, drive cars, ride buses, bicycles, motorcycles, snowmobiles, or even walk outside; Staircases and bathtubs would be banned, and we would all huddle in grass huts wearing helmets and full body armor. And no hot sauce!

No, in the real world we all set priorities, and except for our small children, safety is never number one. So how do we deal with safety risks? We put on our boots, stride out into the world, analyze the risks we are aware of and find ways to either avoid them entirely or to mitigate their negative impacts. But we place getting the job done, and thereby feeding, clothing and housing our families, as first priority. At least that’s how responsible fathers live. Do you disagree?

What we must never allow to happen is the rationalization of avoidable injuries against profits, schedule, hubris or stupidity. Too much of that in politics. And as much as the conflicted lawyers may disagree, we must each take some responsibility for both our safety and of those we live and work alongside. Therefore, the wise man with aspirations to become an old wise man will study safety unceasingly throughout his entire life, and share the lessons he learns with others.

Since caveman days the first reaction by the members of a tribe to an accident went something like “how did Bubba manage to get stepped on by a woolly mammoth?!”!? Perhaps the second reaction, usually from a brother-in-law, was “He’s so stupid it was bound to happen.” Whatever the reason, whenever we hear of the serious injury or death of someone we know our DNA pushes us to learn from their misfortune. This is your humble servant’s ghoulish effort to share (シ)。.

Safety Rules vs. Safely Habits

As a natural (and often irritating) extension of the observations in the previous paragraphs, everywhere we look nowadays there are layers and layers of redundant rules with busybodies busily enforcing them and lawyers greedily profiting from them. They don’t call it the “nanny state” for nuttin.

Safety rules are helpful but don’t do us any real good unless we turn them into those unconscious actions commonly called habits. Like never using an electric toaster while taking a bath, or never pointing the barrel of a rifle at anyone anytime even by accident, or always putting on the car’s brakes before the vehicle crashes through the storefront, the potential consequences are just too severe to leave them as empty rules.

I don’t want to sound like a safety nazi, but as someone who has made one, perhaps even two stupid mistakes in his lifetime (difficult to believe, I know (ツ)), I feel compelled to point out one rule and a few wise safety habits worth developing especially to those of our Beloved Customers that purchase our chisels and knives and want to continue to have more than just an emotional attachment to their fingers, hands, toes and feet.

The Big Safety Rule: Don’t Let Them Bite You

First Real Injury © 2007 Sauer & Steiner

The most important cutting-tool safety rule you need to follow is this: Don’t let them bite you! This is a common-sense, obvious rule, one ignored constantly so I am reminding you politely… for now.

Sharp wide blades can cut a lot of useful stuff inside you in the blink of an eye. Even a deep injury won’t even be painful if your blades are sharp, at least at first, but the damage may be impossible to repair fully and too often is life-changing, never in a good way. So the application of this rule is to simply never give cutting tools an opportunity to do mischief.

OK, now that the big safety rule is on the table, let’s break it down into three basic safety habits.

Safety Habit Number One: Never Cut Towards Yourself or Anyone Else.

The first habit your humble servant begs Beloved Customer to embed deep into your soul is to never ever ever never cut towards yourself or anyone else.

An example: A universal mistake everyone, without exception, makes at least once is to hold down a piece of wood in one hand while cutting it with a chisel or knife motivated by the other hand towards the hand holding down the wood. They slip, or the chisel or knife jumps out of the cut, or the chisel or knife is dull and they lose control, or they apply too much force, or don’t allow enough distance to slow the tool down after the cut should end, or pixies distract them, or Murphy starts rockin like zeppelin. Whatever the cause, in the next instant the wood quickly changes a pretty crimson color, and one hand feels strange.

So please, never ever ever never allow your hands to get in this situation. Assume I’ve now yelled this warning into your ears 50 times while showering your face in fragrant spittle and wacked you in the forehead with a wooden mallet with each cockroach-killing screech to make the lesson sink in. It’s that important.

Safety Habit Number Two: Reject All Distractions While You Have a Cutting Tool in Your Hand

Another common mistake everyone makes from time to time is to allow a distraction to affect them while holding a chisel, knife or axe. For instance, trying to juggle a can of beer and a chisel in the same hand at the same time may place one’s nose or eyeball at risk (alcohol is such an uplifting beverage). Or scrambling to answer a call on a mobile phone without setting a super-sharp carving knife down first may result in the sudden appearance of an inconveniently leaking red nick in one’s neck that doesn’t quite compliment one’s intended fashion statement in hand-embroidered woodworking robes.

Case in point: Many moons ago, when I was a poor, self-employed student lacking my current elegant white beard and with much less dignity around the waist, I was cutting mortises for a custom door with a sharp chisel at my workbench setup on an apartment balcony, using the time-honored butt clamp, of course, when a yellow-jacket wasp (of which I have an uncontrollable phobia ever since a frantic encounter as a small child with a hornet’s nest in Grandma’s attic), landed on my leg. In a blind panic I swiped the wasp off my left thigh with my left hand, which by total coincidence was also holding the chisel. 40 years later I still have that big unsightly scar that ended my promising career as a bikini model before it really got started, tragically robbing the world of great beauty (ツ)。


Professional woodcarvers all know somebody with deep, crippling injuries to nerves and tendons in hands, arms or legs from using carving tools improperly or while distracted. Not a few have lost whole hands. The wise ones wear kevlar or steel mesh gloves when they must secure work by hand while using chisels or knives. While I don’t condone it, professional woodcarvers must sometimes violate the rules just to get the job done. These safety gloves are good for preventing slicing cuts, and help to reduce the severity of injuries in all cases, but may not stop a knife or chisel from stabbing you if it is motivated, so please don’t violate the first rule just because you’re wearing fancy gloves.

The solution? Set your knives and chisels aside in a safe manner and location before you do anything other than cutting wood. In other words, have the self control and situational awareness to reject all distractions.

Oh yea, and please don’t drink and drive knives, chisels, axes or adzes.

Safety Habit Number Three: Always Set Your Tools Aside in a Safe Place and So They Can’t Move

This final safety habit is related to number two above in that distractions often cause us to violate it. In this case the hazard is a chisel or knife falling from a work surface, at which point Murphy rolls up his sleeves, licks his eyeball with his long purple tongue, and painstakingly guides the tool cutting-edge first towards ankles, feet and toes. In Japan where work has traditionally been performed while sitting on the floor, a common problem is accidentally stepping-on or kicking a chisel. Of course, the chisel doesn’t appreciate such boorish behavior and bites back.

I don’t know about you, but I don’t wear thick leather steel-toed work boots in my workshop. I prefer flip-flops or crocs without the heavy and dreadfully unfashionable iron mongery. The problem is that flip-flops are not tough enough to prevent a 200gram atsunomi falling cutting-edge-first from a height of 70cm from severing a toe, so I am careful to not give Murphy the opportunity to place his bomb sight on my “little piggies.” I encourage you to always be aware of Murphy and bench kitties and never put yourself at their mercy.

The solution? Be careful of where and how you set your tools down and make good practices a cast-iron habit.

Don’t leave them hanging over the edge of your workbench, or balanced on top of other tools where a bump from a passing bench kitty or vibration from a hammer impact might knock them off. If you have several chisels or knives on your workbench at the same time, use a chisel box. Another effective solution is to make a tool rest by cutting some notches in a stick of wood, place it in a safe location on your work surface and rest the tool’s blades in those notches to keep them organized, to protect their cutting edges from dings, and most importantly, to prevent perfidious pixies and felonious felines from pushing or rolling tools off your workbench and Murphy from dive-bombing your wiggly pigglies. This is especially important if children have access to your workplace or you have imperious felines swanning around demanding snacks, ear-rubs and freshly laundered, fluffy warm cushions as is their due as the master race.

How to Develop Good Safety Habits

Everything we have discussed so far is only hot air and electrons unless you manage to actually ingrain wise safety habits into your soul. I don’t know how it works for you, but the steps below work for me. Whatever it takes please embed safety habits into your work procedures.

Step 1: In the construction industry of more and more countries, wise contractors have established procedures related to safety they perform when planning the work. There are multiple steps involved, but the essence is to analyze the work BEFORE it begins, write down the plan and list every serious risk imaginable, and have both management and workers review and comment. All of us are smarter than each of us, you see.

A satisfactory solution must be developed and documented either eliminating or mitigating each risk. The risky work is not allowed to begin until everyone involved understands the safety plan and agrees to comply. Supervisors must observe and enforce them. There must be consequences to encourage workers to comply. This process is irritating and seems wasteful at first, but the importance becomes clear once an avoidable accident occurs. Your humble servant has seen it save lives and limbs multiple times.

In the case of a single person working alone you may not need to write things down, but I encourage you to analyze the risks of pushing that chisel or swinging that axe, develop safety solutions, and employ them each time you perform that operation. This will limit sticky red messes.

Step 2: When you have an accident (and you will), stop working and figure out how it happened, and what you could have done to avoid it. Hopefully it won’t be while waiting for X-ray results after an iron worker drops a bunch of jagged cutoffs of corrugated steel decking on you from 14 stories above (that lesson in gravity cost me a tendon in my hand, scars on forearm, back and shoulders, lost days at work (back when no compensation was provided for such incidents), and destroyed a perfectly good hardhat). On the plus side, I instantly discovered a hidden talent for entertaining curse words!

Step 2: Every time you find yourself in a similar situation, stop and consider if the same bloody thing could happen again, and what you should do differently. For instance, figuring out a clamping arrangement that keeps your left hand out of the path of travel of a bloodthirsty carving chisel is something worth taking a few seconds to do. Remember, prevention beats Prozac.

Step 3: Remember the pain and embarrassment of the original accident, and use the solutions you developed every time. In this way Murphy is thwarted and a good habit is born.

I can also share a personal superstition with you. Everyone nicks themselves occasionally when using sharp tools. I know I do. When this happens, I place a tiny smudge of the red stuff on the tool that bit me, and on any other cutting tools that have yet to nick me, and let it dry. This heathenish action seems to quash their curiosity about how I taste in advance. At least I’m pretty sure that’s what I hear them murmuring when I’m wearing my brightly tinkling metallurgical psychologist’s hat (ツ)。

There is one thing I can promise Gentle Reader from personal experience: you will find a severed tendon or damaged nerves in a hand or foot to be more than just inconvenient. And if, like me, fashion is your life, scars may tragically preclude your picture from ever appearing in the Swimsuit Issue of Sports Illustrated. Such a loss!

Be careful. Keep safety a high priority. Plan safety. Develop good habits and make them automatic. And don’t let your tools bite you or anyone else, even if they beg with those big puppy-dog eyes.


YMHOS

If you have questions or would like to learn more about our tools, please click the “Pricelist” link here or at the top of the page and use the “Contact Us” form located immediately below.

Please share your insights and comments with everyone in the form located further below labeled “Leave a Reply.” We aren’t evil Google, fascist facebook, or thuggish Twitter and so won’t sell, share, or profitably “misplace” your information. May all my chisels seek my blood if I lie.

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Sharpening Part 29 – An Example

The expectations of life depend upon diligence; the mechanic that would perfect his work must first sharpen his tools.

Confucius

In this article in our series about sharpening Japanese woodworking blades your always humble and obedient servant will try to bring all the information provided in previous articles together into a single practical example. That does not mean the entire contents of those articles are repeated here, however, so please refer to the previous articles if things become confusing. I have provided some links in the text, and provided links to all the articles at the end.

But before we dive into our practical example, I would like to create some context.

Paying Debts

The purpose of this blog, as I have mentioned before, is not to sell stuff or attract clicks but to help our Beloved Customers increase their knowledge and improve their skills in maintaining and using the high-quality hand-forged professional-grade woodworking tools we purvey.

Another purpose is to pay a debt of the kind that can’t be recorded on paper, only in the heart.

In this series of posts I have carefully NOT promised quick and easy results, nor have I given abbreviated explanations or promoted dumbed-down techniques tailored to fit neatly within the publishing parameters of a book, magazine article, or a pretty little video. This is because the series is not about me, or my skills, or what I think is best, or selling stuff but rather helping our Beloved Customers obtain real long-term results and life-long skills of the sort expected of professional Japanese woodworkers. And since I can’t instruct them directly, our Beloved Customers must truly understand the principles and techniques so they can train themselves. Fragmentary instructions and short-cuts would be far easier to write about, but risk creating more confusion than progress.

I share many experiences in common with most of our Beloved Customers, but I’ve also had some unusual experiences working with and being mentored by extremely accomplished Japanese professional craftsmen including sword sharpeners, tool sharpeners, carpenters and joiners. None of those gentlemen charged me a notched nickle for their instruction. Likewise, I have never sought compensation for teaching others those same techniques. And so we come to the other reason for this series, namely to pay those gentlemen back for the time they spent and the kindness they showed me.

So gird up your loins, recall the information and techniques presented in the previous 28 articles in this series, and let’s sharpen a blade.

Removing Damage and Correcting the Bevel

I will not even try to deal with all the possible starting points for sharpening a woodworking blade, but in this example we shall assume a starting point of the lands surrounding the hollow-ground area at the blade’s ura being already flat, planar, and polished. If your blade is not in this condition, follow the instructions at the end of this section. We shall also assume the edge has a small chip that must be removed first. These conditions will cover 80% of sharpening jobs.

Richard Kell 625-3000 Brass Bevel Gauge
Richard Kell 625-3000 Brass Bevel Gauge

If the blade’s cutting edge bevel angle is where you want it to be, the bevel is already flat, and the blade isn’t damaged, please skip to Step 11 below.

1. Examine the Bevel Angle: Check the bevel angle with your bevel angle gauge. 27.5° ~ 30° for plane blades, 27.5° ~ 35° for oirenomi and atsunomi. No less than 24° for paring chisels.

2. Correct the Bevel Angle: If, based on your check in the previous step and the blade’s actual performance, you determine the bevel angle needs to be adjusted, correct the bevel angle using your 400~800 grit diamond plate or diamond stones or FLAT carborundum stones either free-hand or using a honing jig like the Lie-Nielson product, the Eclipse jig, or whatever catches your fancy. If you use a honing jig, you may want to add a drop of oil to the moving parts before they get wet. Be careful to avoid making a skewed or curved (cambered) cutting edge unless that is specifically what you need.

3. Examine the Edge: Examine the blade by eye and touch. Stroke the cutting edge with your thumb (over and away from the edge not towards the cutting edge!) to confirm its condition, and run a fingernail along its length to check for defects as described in the previous post in this series. Your fingerprints will snag on any rolls or burrs, and your fingernail will detect irregularities invisible to the eye. Assuming there is some minor damage, go the next step. If there is no damage, the bevel is in good shape, and the blade is just dull, skip to step 11 below.

4. Remove Damage: Remove chips and dings from the cutting edge by standing the blade, cutting edge down, on a flat 1000 grit stone, with ura facing away from you, tilted a few degrees from vertical towards you, and pull the blade towards you without applying downward pressure. Usually one or two light strokes will suffice. The goal is to remove damage by creating a flat at the cutting edge. Examine the flattened edge with eye, fingertip, and fingernail to see if the chip or defect has been removed. Repeat until it’s gone. Don’t overdo it. Whatever you do, don’t allow the blade to become skewed! This method takes a bit of courage the first time, but it is the quickest, surest, and most economical way to get the job done.

5. Clean the Blade: Carefully clean grit and mud from the blade and the honing jig’s wheel (if you use one) to prevent contaminating the next stone. This is important.

6. Check and Color the Bevel: Check the bevel frequently to confirm full contact. You might blacken the bevel with a marking pen or Dykem to make it easier to monitor progress. This step is worth repeating between stones because it is helpful in monitoring what you cannot see otherwise.

7. Sharpen on the Rough Stone: This is the most important stone in the process. Now that all the damage has been removed and the bevel is flat and in good shape, we need to abrade the bevel until the flat we made in step 4 is gone and we have created a minuscule, tiny, clean burr. Sharpen the blade’s bevel on your roughest diamond plate or FLAT carborundum stone. If sharpening freehand, take short strokes. Always use the entire face of the stone, including corners, edges and ends as described in the previous post in this series. Turn the stone end-for-end frequently to compensate for your natural tendency to work some areas of the stone harder than others. Watch the edge carefully to make sure the width of the flat made at the cutting edge in Step 4 above gradually decreases in width evenly along the cutting edge’s length. If the flat becomes narrower at one corner than the other, apply extra pressure at the wider side, or hang the corner of the blade’s narrower side off the stone for a few strokes to correct. Stop when the flat is gone, and a clean, uninterrupted, but barely detectable burr is created. With practice, you should be able to do this without a honing jig. When using all the stones and plates in this process, keep them wet at all times, and add water as necessary. If the stone becomes dry, not only will it clog and stop cutting efficiently, but friction may cause localized heating of the thin metal at the cutting edge softening it. Remember, you’re violently tearing metal from an extremely thin cutting edge. You cannot see it and your fingers cannot feel it but this destruction heats up metal at that thin edge, so cool it down with water.

8. Check the Burr: Your fingertip will feel the burr long before your eye can see it. Stop when you have a small, uniform burr without interruptions the full width of the blade. Confirm this with your fingernail. Anything beyond this is just wasting metal and stones. With practice, this process will go very quickly, and you can move onto the next stone while the burr is barely detectable.

9. Create Skewed Scratches: When you have a uniform burr, work the blade sideways, or at an angle, on the stone to create diagonal scratches on the bevel removing the straight-on scratches the stone produced.

10. Clean the Blade: Wipe and wash the blade (and the honing jig’s wheel, if you are using one) to remove grit and mud. This is very important to prevent contamination of finer-grit stones. 

At the conclusion of step 10, the bevel will be flat, uniform, and at the correct angle. The flat you created on the cutting edge during step 4 above will be gone, and you will be able to just detect a full-width tiny burr using your fingers. 

For the next steps, keep the blade attached to the honing jig if you used one in the previous steps. Otherwise, sharpen freehand if you can. Don’t let the honing jig become a crutch that slows you down and prevents you from developing control.

Normal Sharpening Procedures

This is where the sharpening process normally starts when the blade is not damaged and the bevel is in good shape but only needs to be sharpened. It usually does not include a honing jig which can only slow things down.

11. Check and True the Medium-Grit Stone: You may decide to use more than one medium grit stone. I mostly use a 1000 grit at this stage, but may use a 2,000 grit stone as well. Whatever stone you use, it must be clean and flat. As described in previous posts, you need to check the flatness of your stones frequently with a stainless steel straightedge. To do this, wash any mud off the stone and pad (don’t rub) the stone’s face dry with a lint-free clean cloth or paper towel. Hold the stone up to a light source, place the straightedge along the stone’s length, across its width, and across diagonals to check for light leaking between stone and straightedge. Make a pencil mark, such as a line or circle, on high spots using a wide carpenter’s pencil. Once you understand if and how the stone’s face is distorted, flatten it using whatever method you prefer, a diamond plate/stone, a specialized truing block, or my preferred method, another stone of the same grit. If you use my method you won’t need to worry about grit contamination and can save time and money by truing two stones at the same time. Six of one, half-dozen of the other.

12. Sharpen on the Medium-Grit Stone(s): Work the blade’s bevel on your medium-grit stone in short strokes using the stone’s entire face from side to side, end to end, and corner to corner, turning the stone end-for-end frequently and being careful to avoid rocking the blade. A bulging bevel is bad news, Bubba. You will know you are done with this stone when all the diagonal scratches from the previous stone, especially at the extreme edge, have been removed. The burr may or may not have evaporated by now, so check with your fingerprints and fingernail. If it still remains, it should be just barely detectable. If it is still big, you need a few more strokes on this stone to shrink it. Using a loupe at this point will be informative. End your work on this stone by creating some new diagonal scratches on the bevel erasing all the previous straight scratches.

You may want to repeat this step using another medium-grit stone, such as 2,000 grit, to save wear on your finishing stones. Either way is fine.

13. Clean the Blade: Wipe and wash the blade (and the honing jig’s wheel, if you are using one) to remove grit and mud. This is especially important at this stage in the sharpening process. Remove the honing jig at this point if you have been using one.

14. Polish on the Finishing Stone: Move onto your finishing stone, usually a 6,000~10,000 grit synthetic stone. This may not or may not be the final finishing stone you choose to use. Be sure it is flat, uncontaminated with grit from rougher stones, and wet. You may want to use your nagura stone to create a slurry from the stone’s corners and edges that will accelerate the polishing process. Be sure to keep the blade’s bevel in close contact with the stone’s surface on both the push and pull strokes. When all the diagonal scratches from the previous stones are gone, you are done with this stone. If there is still a burr left after the medium-grit stone, it should have evaporated by now. If not, the burr was probably too big to begin with and your technique needs refinement.

15. Examine the Bevel: Take a good look at the polished bevel. Are there still scratches left from the previous stone? This may be because you did not remove all the scratches from previous stones. Or it could be because this stone or previous stones in the series were contaminated with dust or rougher grit. If so, you should figure out why and correct the cause before the next sharpening session.

16. Polish the Bevel Using the Final Finishing Stone: This step may not be necessary, depending on the time available, the degree of sharpness required, and your inclinations. This extra polish probably won’t make a significant difference in the cutting tool’s cutting performance so is often abbreviated during a busy work day. If you use a natural finishing stone or a 10,000+ grit finishing stone, this is the time to use it. Simply repeat the process in step 14 above, but be sure to apply light pressure, keep the stone at least a little wet, and sharpen on both the push and pull strokes. The final finishing stone serves a polishing function, and because it’s grit is so fine, it lacks the ability to distort the bevel badly, so you can take longer strokes and polish the blade on both the forward and return strokes.

17. Polish the Ura: With the bevel polished as finely as you intend it to become, polish the ura on the final finishing stone only. Place the last 1/2” of blade’s length on the stone’s edge (the stone MUST be flat) with the cutting edge parallel with the stone’s length, and the rest of the blade hanging off the stone but supported by your right hand. Press down on the bevel with two or three fingers of your left hand. Be sure to apply even pressure with these fingers. These fingers press down only and do not move the blade. The right hand pushes the blade back and forth and onto and off-of the stone. Take light strokes focusing pressure on the extreme cutting edge, but without lifting the blade’s head.

18. Polish the Bevel (Again): After several strokes on the ura, polish the bevel.

19. Alternate Between Ura and Bevel: Go back and forth polishing the ura and bevel, but keep in mind that you want to limit the number of strokes on the ura side (assuming it’s already highly polished as discussed above).

20. Examine the Edge: Check the full length of the cutting edge frequently with your eyes, fingertips and fingernail. The burr should be gone entirely. The edge should be sharp, and absolutely smooth. All the rougher scratches from previous stones should have disappeared. I make a final sharpness test by shaving an ultra-thin slice of skin from a callous on a finger allowing my bones to sense the degree of sharpness. This method is much more accurate than shaving hair off the arm. If you try it please don’t draw blood.

21. Clean, Dry and Oil: After you are done sharpening the blade, rinse it with clean water or sharpening solution (Item 5 in Post 17) and wipe it dry on a clean cloth or paper towel. You may want to strop it lightly on a soft clean cloth (or the palm of your hand, if you are confident in your abilities) to remove hidden water. I recommend applying a spray liquid rust preventative to the blade that displaces moisture, such as CRC Industries’s 3-36 or WD-40. CRC3-36 is paraffin based, floats water out of the blade’s nooks and crannies, and leaves a film that will prevent corrosion long term. However, please note that, while WD-40 is readily available, very convenient and displaces moisture, it evaporates entirely and is therefore not adequate for long-term corrosion protection. If you are going to use the blade right away, a little oil from your oilpot is cheap, convenient, and will do the job just fine.

With practice, and assuming you have not let your stones become too distorted, this entire process from Step 1 should take no more than 10~15 minutes. This assumes the blade is chipped or damaged and you need to correct the bevel or use a honing jig. Honing jigs slow the process down but are convenient when using rough stones and coarse diamond plates.

If the blade is in good shape and just needs normal sharpening, the goal should be 5 minutes from the medium grit stone in step 11. If you can’t do it that quickly right away, don’t rush, just practice and get a little quicker each time: Remember the turtle with the sail: Festina Lente: Slow is smooth; Smooth is fast.

Note: If you are sharpening a new blade, or the ura needs to be trued and/or repaired, work the ura on all the stones used in the steps above, but be careful to limit the number of strokes on the rougher stones to the absolute minimum. Also, instead of keeping just 1/2” of the blade’s length on the stones, move it diagonally in and out towards the blade’s center to prevent the stones from digging grooves into the lands at the right and left of the ura. Use special care during this process.

I recommend covering at least your finishing stone with something when you are not using it to protect it from contaminating dust. I simply wrap mine in a sheet of newspaper. It doesn’t take any time or money. Some stones prefer to read the sports pages, others prefer current affairs or the fashion page. Mine seem to like the funny pages. Just ask them.

Conclusion

I am confident the techniques described in this series of posts will prove useful if sharp tools matter to you. Your tools may not talk much, but if you train yourself in these techniques I promise they will sing their appreciation.

I trust the gentlemen that taught and mentored me would be pleased with the content in this series of articles, although I doubt they have time for reading nowadays. I’ll make the introductions, so let’s ask them when we meet again in the big lumberyard in the sky.

In the next and final article in this series, we will consider how to restore a worn-out ura in a plane (and maybe even a chisel) blade. Is there no end to the excitement? Until then, I have the honor to remain,

YMHOS

If you have questions or would like to learn more about our tools, please click the see the “Pricelist” link here or at the top of the page and use the “Contact Us” form located immediately below.

Please share your insights and comments with everyone in the form located further below labeled “Leave a Reply.” We aren’t evil Google, fascist facebook, or thuggish Twitter and so won’t sell, share, or profitably “misplace” your information. If I lie may Mama Shishi bite my head off.

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Sharpening Part 28 – The Minuscule Burr

Do the difficult things while they are easy and do the great things while they are small.

Lao Tzu

A key milestone Beloved Customer should aim for when sharpening a blade is the production of a “burr” at the edge when abrading the bevel (not the ura) using the first rough stone in the series. The formation of the burr indicates that the extreme edge of the bevel side of the blade has probably been abraded enough.

In this post in the Sharpening Japanese Tools Series, we will examine how to raise this burr and why it is important to do so, how to use the burr to test the condition of the cutting edge as you are sharpening, and how to transition from one stone to the next finest stone in the series

Raise a Burr

The steps in creating and then abrading away a burr. The size of the burr in step 2 is grossly exaggerated for clarity. Indeed, unless severe damage to the edge needs to be repaired, you should not normally be able to detect the burr by Mark 1 Eyeball alone.

Japanese plane and chisel blades tend to have harder steel at their cutting edges than Western chisel and planes, and consequently, their steel does not exhibit the plastic deformation necessary to readily produce large burrs, or “wires” as some people call them, when being sharpened. In fact, “burrs” on professional-grade Japanese chisel and plane blades may be difficult to detect.

The key point to remember is that the formation of a burr is only a milestone in the sharpening process, not a goal. A clean, uniform, smooth burr signals the elimination of all major defects, chips, and dents at the cutting edge. Indeed, if we seek an efficient cutting edge, we must remove through abrasion enough metal to also remove the deepest defect in the cutting edge. But regardless of the ductility of the steel, a large, loopy burr or “wire” is not desirable because it will tend to break off prematurely leaving a jagged, ragged edge that will actually set back the sharpening process.

The milestone we need to pass in the sharpening process as soon as possible is the creation of a barely-detectable, tiny and clean burr. My advice is to produce it by abrading only the bevel side of the cutting edge on your roughest stone, although you may not be able to test if it is clean until after a few strokes on the medium-grit stone (1000 grit).

As we discussed in a previous post in this series, the way to keep the size of the burr minimal and the blade’s bevel flat is to focus the pressure of abrasion as close to the extreme cutting edge as possible, but without overbalancing and gouging the stone and dulling the edge. This is the most essential skill in freehand sharpening.

Now that we have a burr, let’s test it.

Testing the Burr

As you are working to produce the burr, you will need to frequently and quickly test its progress, but that can be difficult, if not impossible, to do by eye alone.

To make this process easier and quicker, rub the pad of your thumb or finger over the ura’s edge, away from the cutting edge, thank you very much, when using your rough stones. Your fingerprint ridges will snag on the burr long before you can see it. If the edge is chipped or damaged, the burr will not be consistent but will be interrupted at each defect. There is nothing at all to be gained and much to lose by allowing the burr to become larger than absolutely necessary, so pay attention.

Once you have produced a small burr the full width of the cutting edge, and confirmed its existence with your fingertips, you then need to test it for defects. If you run your fingernail along the burr’s length (the width of the blade), your fingernail will snag on nicks and defects in the burr, something your nerves can sense long before your naked eye can detect them. Keep working the blade’s bevel on the rough stone until the edge and/or burr is consistent across the full width of the blade, and free of nicks, dents and chips.

In the case where you need to remove serious damage to the cutting edge, you may want to use a loupe to ensure the defect has been transferred entirely to the burr and no longer remains in the cutting edge.

In the case of quality Japanese woodworking blades, if you are careful to focus the abrasive effect of the stones on the extreme cutting edge instead of the rear of the bevel, the burr created before moving onto the medium grit stones should be barely detectable or even non-existent. Once again, except in the case of removing large nicks, chips or other severe damage, creating a big burr is not only a waste of time, stones and steel, but if, heaven forfend, the large burr is torn off during sharpening, it will leave behind a tragic amount of damage that must be repaired by once again abrading the edge and raising a new burr. Don’t start chasing that tail.

Best to create just enough of a burr to confirm that damage has been removed and then encourage it to evaporate.

Don’t forget to check the angle of the bevel with your hand-dandy bevel gauge. See the section on Pixie Predation Prevention & Pacification in Part 11 of this series.

After the burr is in good shape, polish the bevel on the medium and then fine stones. The burr will be polished away evaporating without special effort.

Finally, polish the ura side of the blade on the finest stone you intend to use. Feel the burr with your fingerprints and check it with your fingernail. Then polish the bevel on the fine stone. Repeat this front and back polishing process until the burr is polished away entirely.

Assuming the ura is already polished on your finest finishing stone, you shouldn’t need to touch the blade’s ura again on any stone until the final finishing stone.

Transitioning From One Stone to the Next

Recall that the purpose of each stone used after the roughest stone in the series is simply to replace the deeper scratches left by the preceding stone with finer scratches. In fact, there is nothing to be gained and much to lose by moving onto a finer stone before all the scratches from the previous stone have been replaced, so please check that all the scratches from the previous stone have been polished out before moving to the next.

This is not always easy to confirm without magnification, so to make it easier and surer, I suggest you skew the blade’s bevel on all stones but the final finishing stone for the last 3 or 4 strokes creating new diagonal scratch marks on it.

These skewed scratches will be at a different angle than those produced by the next stone, of course, and will be easy to differentiate from the new scratches with the nekid eye. When the next finest stone removes them entirely, you will know you have probably spent enough time on that stone, and can go to the next. But don’t forget to skew the blade again before going to the next stone.

Of course, there is no need to skew the blade on the final finishing stone.

Summary

We have discussed three important sharpening techniques in this article which you must master if you have not already:

  1. Raise a burr by abrading the blade’s bevel on your rough stones using your skillful technique;
  2. Test the burr for size and completeness using your fingertip ridges, and for defects using your fingernails. If the burr is incomplete or has detectable defects, continue to work the blade on the rough stones on the bevel side only until the burr is good.
  3. Skew the blade during the last 3~4 strokes on each stone (except the final finishing stone, of course) to create diagonal scratches. When all those diagonal lines are polished off by the succeeding stone, you will know it is probably OK to move onto the next finest stone in the series.

You now have powerful tools at your disposal that can sense the state of a steel blade as thin as the edge of nothing, and without using your eyes, tools you’ve always had and which didn’t cost you a thing. How’s that for value? (ツ)

Be forewarned, however, that if you use these techniques you may be forced to choose between a glamorous career as an international professional fingernail model or the quiet life of an expert woodworker. What to do, what to do…..

In the next and final post in this series we will use all the aspects of the sharpening process discussed previously to sharpen a blade step-by-step. Be there or be square.

YMHOS

The University of Tokyo’s Yasudo Kodo building hidden behind Autumn Ginko leaves.

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