Beginning Tools – Part 1 Measuring, Marking and Layout

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

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

– Jeff Duntemann

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

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

Reluctant Advice

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

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

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

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

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

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

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

Anyway, back to the subject at hand.

Tool Categories

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

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

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

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

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

Essential Measuring Tools (Tier 1)

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

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

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

Necessary Measuring Tools (Tier 1)

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

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

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

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

Necessary Measuring Tools (Tier 2)

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

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

Necessary Layout & Marking Tools

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

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

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

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

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

The venerable old Stanley No.65 marking gauge.

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

An excellent kamakebiki mortise gauge by Kinshiro

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

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

TheTite-Mark marking gauge

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

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

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

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

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

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

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

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

Storage, Transportation & Protection

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

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

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

YMHOS

I salute you! Woof!

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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We Wish You a Ripper Christmas: A Guest Reviews 3 Handsaws

by Antone Martinho-Truswell

[This article was written by the energetic Doctor Antone Martinho-Truswell, a Most Beloved Customer and Dean at St Paul’s College, University of Sydney. While not as scholarly as his fascinating and romantic earlier guest post titled Permanence, in this article Antone has graciously shared an aspect of his woodworking experience that will resonate with many Gentle Readers. Please enjoy.]

“Arise and be merry

And sing out while you can

The world will never see the likes 

Of dear old Stan.”

From “Dear Old Stan”, by the Dreadnoughts, concerning a different Stan, equally worthy of your meticulous study.

A few weeks ago, I was putting the final touches on my most recently finished, and largest, woodworking project to date. Over the past 18 months, interspersed with dozens of smaller and more pressing projects, I’ve constructed this tea-house styled cubby house for my daughters, complete with engawa, shoji screens (already torn and patched), Aussie-style “tin roof”, and tiny roofed reading nook overlooking Australia’s Blue Mountains National Park. My daughters made the paper garland to celebrate the opening of their new palace.

With this project I set myself the challenge of making the entire structure using only handtools (save a cordless drill for the roofing screws), and to use primarily reclaimed timbers. The timber frame, floors, and inside surfaces of the wooden walls were all hand-planed with a kanna, and all of the joints hand-cut. This involved cutting some 300 joints, and an almighty amount of handplaning.

But it was the ripping that did me in. Or rather, did in my tools. Between the wall panels, floorboards, shoji frames, and the joints themselves, this involved a tremendous length of rip cuts in very hard Australian woods. As I celebrated the completion of the project with a glass of vintage Château Thames Embankment while gazing across the verdant valley, I considered the small collection of exhausted Japanese rip saws the project had left in its wake.

 I had been using modern, disposable-blade, induction-hardened Japanese saws on this project, and two, in particular, gave the ultimate sacrifice in the process.

One saw was a rip single-edged kataba already fairly used up on other projects, the other a fresh but inexpensive ryouba that I dedicated to this project in particular. As Stan has noted before, these induction-hardened and mass-produced Japanese saws are excellent tools – sharp, effective, and long-lasting. Moreover, I had been putting them to more punishing work than usual – “in the field” rather than the workshop, cutting reclaimed timber replete with grit, dirt, and other dulling faeries that grinded away their cutting edges.

I am normally meticulous in following Stan’s advice to clean one’s timber and remove dirty, gritty surfaces with dedicated roughing tools before putting quality blades to work, but this project called for a different approach – there was too much timber to efficiently clean before working it, and the inexpensive saw was purchased and dedicated to the project in order to prevent needless back-and-forth while assembling the structure in the garden, so it served as both roughing and finishing tool.

Later, while enjoying a refreshing beaker of Château Fleet Street, I realized two things. First, that my much older furniture-making ryouba had also been dulled by local faeries; and second, that I needed to replace my other workhorse handsaws.

Naturally, this meant contacting Dear Old Stan, the only solution when tools that work are wanted. (Stan, I’m waiving my copywriting fees for that tagline.)

After some back-and-forth with our reliable proprietor, I settled on three saws to renew the capabilities of my saw-box. Our discussion covered a few considerations:

  1. I have no shortage of fine-tooth saws like dozukis and hozohikis, all of which are working fine and providing good service.
  2. I am up for the challenge of re-sharpening rip teeth, but am wary of the time investment versus benefit of trying to sharpen the complex shape of Japanese crosscut teeth.
  3. These new saws would be used for sawing stock to rough dimensions. I frequently make furniture from locally-sawn slabs, and so need to make long rips and crosscuts to efficiently break these down into smaller components.
  4. I wanted saws that are nicer, more real, and more meaningful than mass-produced tools, if possible.

Gentle Reader will not be surprised to learn that Stan delivered all I needed and then some. 

The first cab off the rank was an antique 300mm ryouba labeled as being made of Tougou steel – a now rare tool steel produced by Andrews Steel of Britain. This is a stiff bladed, large ryouba, and a very handsome saw. Stan offered, and I enthusiastically agreed, to have this saw tuned, sharpened, and teeth re-profiled for hardwood by his saw-smith, Takijiro.

Takijiro trued and tensioned the blade, leaving behind the telltale henpecks seen on the sides of the blades.

This new saw’s first challenge was crosscutting a slab of camphor laurel planned for a coffee-table top, about 650mm wide and 40mm thick (after giving the slab a good scrub with a wire brush first). It took me about 2 minutes to complete this cut, and it was exceptionally easy to keep straight. I followed this with a 1200mm long rip cut through the same in about 4 minutes and equally satisfying. The cut surfaces were exceptional – very smooth and very straight, even with my paltry skills.

I could not have been happier with this saw, which came from Stan’s “miscellaneous ryouba” selection, and the decision to have the blade tuned and the original teeth replaced with dedicated hardwood teeth is something entirely to be recommended to all potential purchasers.

But one is never enough. And after years of reading Stan’s enthusiastic praise of them, I also wanted my own bukiri gagari, a much rarer and more specialized saw. Here, Stan was able to provide this beautiful 330mm blade made by Takijiro, again, sharpened, trued, tensioned, with hardwood teeth, and with a beautiful natural wooden handle to boot. 

Nakaya Takijiro Masayuki, sawsmith extraordinaire

This saw is a joy to use. It’s much bigger than its 330mm size might suggest on first read. It feels like a much bigger, more substantial tool than the 300mm ryouba, despite the blades being notionally similar in size.

I soon became accustomed to using a pull saw with a “pistol grip” handle (aka “shumoku” handle), and sure enough it delivered a straight cut and quickly. I put this saw to the task of making the matching 1200mm rip cut on the other side of the slab, and the results were, as expected, fantastic.

I can’t overstate how much easier it was to make quality cuts with these quality tools. I’m not a professional carpenter, but neither am I a turnip, and can usually make a fist of accurate work even with subpar tools. And while I have some higher-end dozukis and other fine-toothed saws, I had kept my ryoubas and rough work kataba saws cheap and cheerful to this point. These saws were, if not quite like the light that shone round Saul on the road to Damascus, at least a bit like scales falling from my eyes.

The third saw I ordered from Stan was a mass-produced and induction-hardened crosscut ryouba, with an exchangeable 300mm blade – larger than is easily found here in Australia. The reason for this choice was explicitly related to one of my purchasing criteria above, namely that I suspect that I will not be attempting much crosscut saw sharpening any time soon.

The aforementioned ryouba and bukkiri gagari saws are both traditional, handmade saws with teeth that will require regular sharpening.

Stan kindly included in his package a tiny specialized saw file to accomplish this task. But I will be babying the crosscut teeth on the ryouba out of my own hesitancy to try to sharpen them. As such, I thought it wise to make use of the best of modern technology in this affordable, induction-hardened saw to be used whenever extensive rough cross-cutting, sometimes through less than immaculate timber, is required. It cuts very well indeed, and quickly, if without some of the romance and spirit of the handmade saws.

These saws are already the new front-benchers in my workshop, and doing excellent work. The only thing I recommend more strongly than Stan’s tools are his advice and counsel in selecting, using, and caring for them.

There are many people selling tools. But the world will never see the likes of dear old Stan.

As we say in Australia, here’s wishing you a Ripper Christmas! May the greatest of all carpenters be a light unto you and your loved ones.

Antone

Christ in the House of His Parents, oil on canvas by John Everett Millais (1849-1850), at the time a controversial painting much criticized by the likes of Charles Dickens because of its realistic depiction of a country carpentry workshop, especially the dirt, sawdust and shavings on the floor. But surely this is what a poor carpenter’s workshop in rural Nazareth would have looked like when Jesus was a small boy. Joseph is shown working on a simple battened door joined with nails, a standard carpenter’s job in all places at all times, but he’s stopped work to examine an injury on Jesus’s hand, perhaps caused by one of those nasty nails, foreshadowing future wounds, while Mary comforts her boy with a kiss. By no coincidence, a drop or two of blood has dripped onto the child’s foot further hinting of unpleasantness to come. In the background grandmother Anne takes over the job the injured child had been doing prior to the accident of clipping clinched nails, while young cousin John on the right (later known as John the Baptist) brings water to cleanse the wound, another ominous foreshadowing indeed. The apprentice shown on the left is said to represent Jesus’s future apostles while the sheep seen gawking through the open workshop door are said to represent the flock of Christianity. The ladder and the dove resting on it are also symbolic.

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 the Chinese Communist Party’s coordinator for blackmail, and so won’t sell, share, or profitably “misplace” your information. If I lie, may the tang of my bukkiri gagari saw break off.

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Relevant Articles

Japanese Handplanes Part 8: Operator’s Manual

There was no such thing as luck. Luck was a word idiots used to explain the consequences of their own rashness, and selfishness, and stupidity. More often than not bad luck meant bad plans.”

Joe Abercrombie, Before They Are Hanged

n this article we will consider how to use the Japanese “hiraganna” plane to prepare boards, sticks, beams and posts for woodworking projects. For those earnestly focused on becoming proficient with the hiraganna, and desirous of avoiding most of the confusion and difficulties those without a kind mentor whispering guidance in their shell-like, and wacking them upside the head with a memory mallet to correct their mistakes, this article will have special value.

Let’s begin this adventure through fields of daisies by breaking down the work of the hiraganna handplane into two primary activities, namely dimensioning and finishing.

What is Dimensioning?

I apologize if this first part seems tedious to those Beloved Customers already well-versed in using handplanes, but as I’ve written many times before, the Gentle Readers of this blog include newbies, professionals, and many in-between, so a few extra words to aid the comprehension of less-experienced persons will not go amiss. Your excellency’s indulgence is humbly requested.

“Dimensioning” in this case means to reduce the thickness, width and/or length of a wooden log, board, stick, beam or post to predetermined dimensions using axes, adzes, froes, drawknives, spokeshaves, saws, handplanes, files and even electrical equipment. It’s a part of a larger job called “material preparation.”

Depending on the starting sizes of the lumber you’re using, dimensioning material can consume a lot of time and energy, which is why electrical equipment such as bandsaws, tablesaws, circular saws, jointers and thickness planers are so popular. But such equipment, especially if it has the capacity to mill thick, wide lumber, can be expensive, take up a lot of space, generate ear-damaging racket and belch veritable clouds of lung-clogging sawdust. And all of them are eager to nibble on yummy fingers with or without hot sauce.

But in the smaller shop in the hands of an energetic, skilled craftsman keen on doing a higher grade of work in a calmer, more creative and healthier environment, the ancient handplane reigns tranquilly supreme.

Planes used for dimensioning must be designed and setup to accomplish the goal of removing material quickly and precisely yielding straight, flat, square surfaces free of wind on the faces, sides and edges and ends of the target board, stick beam or post.

On the other hand (the one with six fingers) planes used for “finishing” tasks are setup and tuned with different goals in mind. We will examine these two types of planes in more detail below.

It’s important to understand that, at the conclusion of the dimensioning stage in the process of material prep, the surface left by the plane need not be perfectly smooth much less shiny, just the right size, flat, free of twist and with square edges.

For this job the Arashiko and Nagadai planes are the tools of choice in Japan.

The Arashiko Plane

The Arashiko (荒仕子鉋) plane is more-or-less equivalent to the benchplane or jackplane in the Anglo-American tradition, typically a general-purpose plane suited to quick, hard work.

While the arashiko plane can, of course, take long, continuous shavings beginning and ending at the board’s perimeter edges, the job of efficiently flattening and truing boards requires more planning and technique than most woodworkers imagine.

Being shorter than, for instance the nagadai jointer plane, the arashiko plane is easier to control and therefore excels at work requiring shorter cuts including those started and/or stopped inside the perimeter of the surface being planed, to shave down high spots and ridges while avoiding valleys and ditches in accordance with a sequenced plan the craftsman formulates for his work, a technique not commonly taught to newbies, but one Beloved Customer would be wise to master.

Despite what many imagine, to use an arashiko efficiently the craftsman needs to have a plan in his head for working each board, as described above, along with trained eyes and physical skills sufficient to effectively and efficiently execute that plan instead of just thoughtlessly pulling his plane around like a goat dragging around a tin can snagged on the hair of its tail.

The Nagadai Plane

The nagadai (長台) plane is the other variety of plane typically used for dimensioning. It performs more-or-less the same role as the Bailey-pattern foreplane or jointer plane.

With a jig length longer than the arashiko, it’s especially suited to flattening bigger surfaces using longer strokes, and shooting straight, square edges, but it usually does its best work when employed after the arashiko has quickly and efficiently conquered more problematic areas on the board. It too can be used for “stopped cuts,” but not as deftly as the arashiko.

Horses for courses, as it were.

What is Finish Planing?

After a board is dimensioned, whether by hand or electricity, its surfaces, especially if they are wider than the craftsman’s plane, will often display steps left by the corners of the arashiko and nagadai plane’s blades, or shallow ditches and ridges left by start/stop cuts, or striations and ripple marks left by the circular cutters of electrical saws, planers and jointers.

The finish plane specializes in taking thin shavings to remove these residual defects producing a uniform, smooth, and even shiny surface ready for joining. And because it takes thin shavings, it does so without significantly changing the thickness or width of the board or stick. However, this is only true if one limits the number of passes with the finish plane, ergo the importance of having a plan for one’s arashiko and nagadai planes and working that plan.

The well-tuned, expertly-manipulated finish plane, therefore, is the perfect compliment to the electrical jointer and thickness planer, which explains it’s continued popularity in a world under the brutal dominion of noisy pig-tailed tools.

Although it can produce flat, planar surfaces, the sole of the finish plane is setup different from, and will typically not work as efficiently at dimensioning as, the arashiko and/or nagadai planes. More details can be found in Part 6 in this series.

In short, the finish plane, or “shiage ganna,” (仕上げ鉋) must be setup and fettled to closely follow the contours of the surface it is cutting, rather than bridging over small defects and undulations, with the goal of taking thin, uninterrupted shavings of uniform width and thickness.

Please note that the first few passes made with this plane following the ministrations of the arashiko/nagadai planes will not typically produce uniform shavings because of the thinness of the shavings it takes compared to the depth of defects left by planes and equipment during the dimensioning phase of material prep. However, two or three passes will usually remove these last few defects and get the job done, depending of course on the skill of the craftsman or goat motivating it and the nature of the wood.

We neither need nor want the finish plane to take thick shavings which would substantially change the dimensions of the board already achieved. Please be sure you understand this point and its ramifications

Next, prior to making shavings, let’s do some housekeeping.

Clean the Wood.

Before you touch any piece of wood with your valuable, noble planes, please evaluate the wood’s condition and clean it if necessary.

Please do not dismiss this admonition unless, that is, you despise your edged tools, revel in wasting money, love to see your sharpening stones pointlessly turned to mud, and feel joy at spending extra time resharpening unnecessarily dulled and damaged blades. How brutish!

The answers to “The Mystery of the Scratched Blade may provide some useful insight.

Let’s next consider how to make and execute a plan for planing.

Planing Plan

Most people, including me for a long time, allow their planes to wander wherever their goat pulls them without much control, happy so long as they’re cutting wood. Why? I think it’s because most people never think to make a real plan for planing. Of course, many simply get carried away with making shavings imagining that shavings equal progress. And without a real plan they end up planing areas out of proper sequence, so instead of efficiently flattening the board, they waste much energy, time and steel digging valleys and trenches deeper. While natural and satisfying, this is decidedly not professional technique.

Miyamoto Musashi depicted in one of his famous duels. He was unique among sword masters for not only winning 62 duels beginning at age 13, some against multiple opponents at the same time, but for using improvised wooden items such as carved boat oars as weapons during these challenges instead of his swords. The power of wood is not to be disdained.

Beloved Customer may recall the words of Japan’s most famous sword saint Miyamoto Musashi In his book titled “The Book of Five Rings,” (ca 1645) quoted at the top of Part 6 of this series: “First lay his plans with true measure and then perform his work according to plan.”

With these words Master Miyamoto instructed the craftsman to do 3 things:

  1. Formulate a work plan;
  2. Delineate that plan with accurate dimensions;
  3. Execute the work in accordance with that work plan.

I believe these to be wise words even if they were written by a brutal killer of men. But how do they apply to using a plane?

The first step in formulating a plan for planing is to evaluate the condition of the board, stick, beam or post to be planed and identify problems by sighting down the sides and edges of the board from a low angle so that any deviations from straight/flat are apparent. It often helps to have a low-angle light source shining on the surface you’re evaluating to make defects and problems easier to spot.

Don’t forget to identify and mark any problem areas that will prevent the board from resting flat and stable on your workbench, or that might cause it to deflect, twist or wiggle lewdly when subjected to the pressure of planing.

Next, check the board carefully with a straightedge, lengthwise, crosswise, and diagonally too.

But the job doesn’t end with eyeballs and flashlights. As you identify them, mark bows, hollows, humps, high spots, low spots and twist with a carpenters pencil or lumber crayon using any marking convention you find convenient so there will be no confusion about the location and nature of any areas that need to be shaved.

The next step is to formulate the sequencing of the job.

With problem areas marked and tasks identified, at least in your mind, you can formulate sequencing based on the condition of the board and your priorities for executing the tasks.

When using handplanes to dimension lumber, your first priority must be to cut down any high spots before removing a single shaving from low spots. The marks you make will guide your work to minimize wasted time and effort.

It may sound like a lot of work, but with practice most boards can be evaluated, marked, and the requisite sequencing established in a few seconds without incurring permanent brain damage.

This completes step two of Master Miyomoto’s directions.

Preparation for Planing

Statues commemorating the famous duel between Miyamoto Musashi and the handsome, well-dressed Sasaki Kojiro. Musashi, depicted on the right, showed up to the duel very late in a small boat from the sea. Without waiting for the small boat to be beached, Musashi jumped into the surf and attacked Sasaki with an oar he had modified on the boat with his short wakizashi sword. The battle was over in a few seconds. Guess who won.

When you are ready to begin planing, make sure the board is supported on a flat, stable, rigid surface free of wind. This is important.

A workbench, atedai, or planing beam is the conventional working surface, but it need not be pretty.

When planing the first side of a board or stick, if necessary (and it usually is), position slips of wood or cardboard to fill gaps between the board’s off-side and your workbench’s surface to prevent the board from deflecting downwards (away from your blade) excessively, twisting and/or wiggling, movement which will mess up your pretty plan. It makes a difference.

Depending on the condition of the board and its grain, planing it flat and true may require many changes in the plane’s direction of movement and many “stopped cuts,” so tighten the razor-wire choker around the neck of your inner badger and patiently and thoughtfully work the plan. Speed will come with practice. Remember the moto of emperors Augustus and Titus, and the Medicis: “Festina Lente.”

Plan to frequently use your straightedge to check the board’s length, width and its diagonals.

Its OK to plane one side (the off-side) of the board roughly flat and then switch to the other side so the shimming material previously placed can be removed soonest. Then switch back to the first side and finish it.

Let’s next examine how to best to hold and motivate the Japanese handplane in a professional manner.

Teamwork

Let’s consider some basic teamwork techniques for operating Japanese handplanes, none of which involve goats, thankee kindly.

Imagine if you will a halcyon day under blue skies when Beloved Customer used a short shovel, perhaps as a carefree, optimistic youth, to move heavy mud or push wet concrete around on a farming, construction or cleanup project. You will recall it was hard work, but that the job went faster and easier when both hands, joined together by the shovel handle, worked together as a team transmitting the motivating power of shoulders, back and legs into the tool. It’s the same with handplanes, except for the yucky mud and concrete.

But whether shovel or plane, such teamwork doesn’t develop automatically for most people. Indeed, more often than not a human team in the real world either doesn’t really form or it breaks down quickly. C’est la vie, mon chéri? But when a team comes together working with a single mind to a common purpose, well now, that’s a beautiful thing!

It’s a simple thing for hands and body to work in harmony, but there will be failures at first, so let’s consider a common breakdown mode to make detection and remediation easier.

For example, instead of both hands working in concert with the wooden body of the eager handplane, frequently one hand/arm does most of the work while the other hand/arm just tags along, pretending it’s working hard but actually just freeloading. Of course, seeing this, the shoulders, back, hips and legs become disgusted and end up sitting in the shade dozing and drinking beer instead of helping in the teamwork. Do you have a brother-in-law like that?

The point is, please make sure both hands and your entire body are working together and not shirking.

So with that bad example behind us, let’s assemble our effective team by assigning each hand a specific role.

But first, please carefully examine the craftsman’s hands in the photo below.

The Right Hand’s Job

Assuming (1) you are right-handed, and; (2) you will be pulling the plane towards you along your right side, the right hand’s job is to press straight down on the plane focusing pressure primarily on the contact strip in front of the mouth.

It’s a fundamental trait of right-handed people (not goats) to want to use their right hand to apply heavy pushing or pulling forces on a tool, and their left hand to control its direction, so the division of labor your humble servant is proposing may seem clumsy at first, but if you focus the teamwork will become second nature quickly, I assure you.

I know I’m being irritatingly repetitive, but for good reason, so please remember that your right hand’s job is NOT to pull the plane, not even a little, but rather to apply downward pressure on the plane’s body causing the contact strip in front of the mouth to firmly press on the board in turn while keeping the plane’s body level.

Next let’s look at how the right hand should grip the plane’s body.

With the blade’s face (the side with the brand) and chipbreaker facing you, place the tip of your right thumb on the left hand side of the plane’s body aligned with the mouth and about 3/4 down the side.

Place the tip of your right hand’s middle finger in the same position on the opposite side of the body. You may need to adjust your finger’s positions somewhat, but if placed correctly a well-made plane should balance nicely between just these two fingertips when you lift it. This is an intentional design feature, BTW, and one reason why standard finishing planes are seldom wider than 70-80mm.

With your fingertips positioned thusly, lower your palm so it rests on the upper surface of the body, touch the tip of your index finger against the blade’s face or the chipbreaker, and press your ring and pinkie finger on the right side of the body.

Using this grip the plane should be absolutely stable in one hand, even when held in the air or upside down, assuming your hands aren’t small or weak.

If you can’t control the plane with this grip, you may be doing it wrong, or the plane may be extra long, or extra short, or the plane’s body may be too wide for your hand. Please adjust your grip as necessary.

The Left Hand’s Job

A woodblock print of the duel between Miyamoto Musashi and Sasaki Kojiro. Musashi performed many of his duels against famous teachers of the sword, many the proud heads of kendo schools with many students and disciples that would attempt to ambush him before his battles against their teachers, and gang up on him in retribution at the conclusion. To deal with these sneak attacks and ambushes by multiple skilled opponents, Musashi became adept at using two swords at the same time, one in each hand, all while dudes in sandals were trying to fillet him. Teamwork, Gentle Reader, teamwork extraordinaire.

The job of your left hand is NOT to press down on the plane but only to PULL it towards you. This division of labor between left and right hand is important.

Place the pad of your left thumb on the blade’s face. It doesn’t need to be centered.

Place your index finger either on top of the blade’s head, or wrap it behind the blade. Depending on where you placed your index finger, your middle finger can either stretch behind the blade and rest on the wooden body with your remaining fingers press against the flat end of the body, or you can position your middle, ring and pinkie finger all pressing on the tail end of the body. Use whatever position feels most comfortable and pull the plane in a straight line.

Moving a plane using only the left hand is pretty much the opposite of how Western planes with their tote handle and knob are used. But once your body learns this division of labor your effectiveness and efficiency using Japanese handplanes will skyrocket, I promise.

Combining the Right Hand and Left Hand

Now that we’ve assigned different but complimentary jobs to each hand, we must next put them to work as an harmonious team like the draft horses and plowman in the photo above.

This will feel unnatural at first, and indeed, until muscle memory is developed, most people quickly forget these principles and revert to the careless techniques their pet goat taught them. You will too. But when your plane stops behaving, review the words in this series, wack yourself in the forehead with your wooden “memory mallet” as if you were a green apprentice back in olden times, and get back to work. The pain will feel so good!

Now that we have our grip, the division of labor and our team figured out, let’s bring the rest of our body into the dance.

The Handplane Shuffle

Using a Japanese hiraganna handplane can involve many stances, some standing. some walking, some sitting, and even laying down occasionally. Interesting footwork is sometimes necessary.

When sitting or standing while planing shorter boards or sticks, no special footwork is necessary unless you get an irrepressible urge to boogie down, baby. Indeed there simply isn’t enough space in this humble, unworthy blog to go into the subject in exhaustive detail, but there is one standing technique I would be remiss to neglect, one that has never seen the footlights of the Soul Train stage, one that your humble servant calls the “hiraganna shuffle.”

Unfortunately, C&S Tools’ IMAX video studio is closed for renovation and our photography crew, lighting and sound technicians, makeup artists, drapers and choreographers are currently all on a well-deserved vacation, probably enjoying prodigious quantities of neon-colored adult beverages containing colorful fruit and little umbrellas right about now, so we won’t be producing a video about the hiraganna shuffle starring hip hop hamsters and hipper combat robots anytime soon. Sorry about that. But I will try to explain the technique.

A good example of a carpenter using a finish plane on both solid wood and glulams with joints cut by CNC machinery can be seen in this video.

Obviously this scene of good old Shoyan the carpenter at work wasn’t staged, nor was a professional makeup artist involved in this serious example of the hiraganna shuffle. And unlike the photo at the top of this article, it’s not narrowly-focused kezuroukai stuff, but typical of 90% of high-quality classical architectural structural woodwork.

It’s worthwhile noting that the beams he’s working, even the glulam, are made of well-behaved, easily-planed softwood, probably hinoki cypress. I wish all woods were so pleasant to work.

If I may be allowed to digress for a moment, this carpenter (he has many practical videos on youtube, BTW) makes two comments Beloved Customer may find interesting.

One of his comments is that the shine produced by a handplane will vary with the direction of the cut, so it behooves one to pay attention and vary the planing direction accordingly. Obviously a pro of the first water.

His second comment is that the final planed surface will not only have a shine, but will repel both water and dirt making the beam last a long time even when exposed to the elements. This is an important and true observation supported by scholarly research at top Japanese Universities. Just one more reason the finish plane reigns supreme and why so many wooden Japanese temples and shrines have lasted centuries without stain, paint or varnish.

Anyway, so just what are the steps in the hiraganna shuffle, and can it be done in steel-toe safety shoes?

  1. Stand on the left side of the board facing the end where you intend to begin the shaving.
  2. Place the plane on the end of the board with its mouth just off the edge.
  3. While gripping the plane as you prefer, lean forward over the board while extending your arms, and take a half-step back. At the same time extend your right leg back and keep your left leg under you. Most of your weight should now be on your left foot and your right hand, with little weight on your right foot and no weight on your left hand. Don’t move the plane during this step.
  4. To initiate the cut move your hips along with your body’s center of gravity backwards while directing the forces of this movement of your legs and hips through your left hand into the plane while applying downward pressure with your right hand. Don’t try to use the devastating power of they mighty arms, Oh Lord of Thunder, but just the momentum produced by your legs, hips and back.
  5. Have faith and pull through the stroke with a positive attitude. The speed you generate will depend on the wood and your urgency, but it’s your mind that will get the job done, so long as your plane is sharp, so pull through the stroke without hesitating.
  6. Depending on how long the board and the stroke you intend to take are, as your hips and hands shift backwards you will reach a point where the weight is gone from your left foot and you will begin you lose the leverage needed to keep pulling the plane. Just before you reach that point, however, stop the plane’s movement briefly, shift/shuffle your left foot back and your center of gravity with it, and then move your right foot back and extend your leg, while once again moving your hips back while extending your arms.

With practice, the pause in the plane’s movement in step 6 can be eliminated, but it’s sometimes difficult to do smoothly when making heavy cuts. In any case, try to keep the pause brief so you don’t lose much momentum, and most importantly, don’t lift the plane or allow the blade to shift to or fro, side to side or up and down during this pause because any shift of the blade will result in a discontinuity in the cut and perhaps even a step. Yikes!

When making fine finishing cuts in well-behaved wood, the cut can be kept continuous by taking tiny backward steps as this guy is doing.

Execution

As in most things, a good start is the key when planing. Once the cut is started with confidence, just keep your hands working as a team, connected by the plane, and confidently pull through the cut like a draft horse pulling a plow, all while keeping the plane’s body level.

As an example of how its done, let’s feed my favorite 80mm (2-sun) finish plane a snack. It’s a happy tool with a wide body but slender mouth and only one big, very sharp tooth. It always beams a silvery smiles and sings a little song of steel and oak as it munches on yummy wood.

I’ll take a single, uninterrupted shaving from one end of this board to the other. Even though most cuts with a handplane are not this boring, it will illustrate some important techniques Beloved Customer will need to master.

I’ll start the cut with the plane’s mouth resting just off the far edge of the board, the tail end hanging entirely off the board, the contact strip in front of the mouth and the contact strip at the leading edge of the plane’s sole firmly resting on the board. In this position, so long as I don’t apply any downward force with my left hand, there won’t be any downward force trying to tilt the plane out of level.

While gripping the plane’s body and pressing down with my right hand, and pulling the plane towards me with my left hand, a shaving will begin to flow out of its mouth, assuming the board is fairly flat, the blade and sole are in good fettle, and the blade is adjusted for a nice cut.

The plane is moving along smoothly now, but just guess what will happen if I carelessly apply downward pressure with my left hand about now? If the plane is an arashiko or nagadai specialized in making flat, straight surfaces, nothing tragic will occur except perhaps the cut will wobble a bit. But since it’s my finish plane, the setup of the sole will cause the blade to be levered entirely out of the cut depositing rotten egg on my face. I hate it when that happens, so I’ll do my best to not press down with my left hand. Daijoubuka?

The plane continues it’s run and before you can say bobsurnunkel, the contact strip at the leading edge of the plane’s sole runs off the end of the board and the blade stops cutting, even though the plane’s motion continues. Because I am a highly intelligent craftsmen (or was it a wild and crazy guy?), I’ve been thinking ahead, and shifted the downward pressure of my right hand so it acts just on the contact strip in front of the mouth, relieving pressure on the sole everywhere else. As the plane’s mouth goes off the end of the board (did I just hear a little scream of fright from my gentle plane?) I hold onto the plane with both hands to keep its body level and prevent a Peter Pan performance, then follow-through for perhaps half a plane length, ending this pass.

Repeat as necessary.

Please note that this requires one to actually manipulate and intelligently control the plane using one’s hands rather than just thoughtlessly pulling it around like the aforementioned goat does his tin can.

Final Tips

Prevent Deflection

As mentioned above, in order to plane truly, the board or stick you are working must be firmly supported on a relatively rigid surface.

You also need to prevent the downward force your plane applies when in motion from deflecting the board or stick downward away from the cutting edge because the plane can’t cut a surface that deflects away from it, and therefore cannot make it flat. If such a support condition is left uncorrected, your plane’s best efforts will be as productive as a goat.

To resolve this extremely common problem, you may need to roughly plane the off-face of the board or stick oriented downwards, and/or shim the board to prevent excessive deflection/twisting. Remember, you located and marked areas on the board likely to deflect like this during your planning efforts.

Many will studiously ignore this advice. To those I am prepared to offer a wonderful deal on a huge parcel of shovel-ready resort hotel property located on the banks of a majestic chrome-plating settlement pond in North Korea. Great fishing!

Keep the Body of Your Plane Level

Please observe that these techniques don’t rely on fancy hand movements, psychic abilities or a masters degree in wood butchery, but rather on always focusing pressure on the contact strip in front to the mouth, and instead of simply pressing down on your plane like it’s an iron to make your pleated pink apron pretty (say that 10 times fast), you must use your hands as a team to keep the plane’s body flat on the board you’re planing, and level as it leaves the end of the board.

Imagine that, real hand skills!

Use Your Whole Body

Remember to not rely on just the strength of your arms, oh might Thor, but rather on the strength of your shoulders, back, hips, and legs. They will add a lot more momentum-retaining mass and provide better control too.

Cut Confidently

Start cuts with confidence and pull through the cut. Any hesitation and your plane will giggle at you through its narrow little mouth.

Perform Timely Dental Hygiene

Sometimes the mouth of your noble plane will become clogged with shavings, but frequently allowing the mouth to develop a tightly-compacted clog will damage it, so if you feel a clog starting, stop work immediately and give it a dental exam to figure out why. Depth of cut too deep? Blade setting wrong? Chipbreaker getting in the way or not functioning properly? Slivers of wood, pixie toenail clippings or fragments of divorce lawyer’s hearts jamming the mouth? The only way to know for sure and prevent more clogging is to check.

Clear the clog by either removing the blade and chipbreaker, or using a splinter of wood to pick the mouth.

Keep It Lubed

Oil the chipbreaker’s edge, the blade and the surface in your plane’s mouth opposite the chipbreaker’s bevel whenever you remove the blade to help shavings flow freely and to reduce clogging. You do have the essential oilpot on-hand right?

Clean the Wood

Before planing use a steel brush to scrub and clean the surface of wood that has been exposed to dust and/or grit. You must get any embedded dirt/soil/sand out of the wood first or your tools will be damaged and your time wasted like tax money in California.

Cut 1/8″ from each end of each board, stick, beam or post, or at least use a block plane or drawknife to chamfer the ends before planing to remove the most stubborn, deeply-embedded and well-hidden grit. This is really important because the grit will always be there even if you can’t see it, I promise.

Conclusion

In my experience, many of the Westerners who receive these instructions without benefit of a mentor or memory mallet close at-hand immediately and meticulously ignore the critical points, and then, when their results prove inconsistent, assume the instructions are crapola smothered in piquant marinara sauce. I strongly urge you, Beloved Customer, to do better, please, because if you internalize these instructions and develop the correct muscle memory, for the rest of your life you will find Japanese handplanes to be joyful and efficient tools for working wood. Thus it was with your unworthy servant.

This article is by no means exhaustive or comprehensive, but it should be enough for a good start. It’s far more than I had for many years.

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.

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Japanese Handplanes: The Adjustable Chamfer Plane

An old-fashioned adjustable chamfer plane. It lacks the convenient screw adjusters of the modern version, but it does a fine job nonetheless.

The edge separates the average from the exceptional.

Anon

In this installment in our series of articles about Japanese handplanes, your most humble and obedient servant would like to present one of the most useful woodworking tools of Japan, the adjustable chamfer plane.

Terminology

In Japanese this handplane is called a kadomenganna, written 角面鉋 in Chinese characters. “角Kado” means “corner,” “面 men” means “surface,” and “鉋 ganna” is a tweaked pronunciation of “kanna” which means “handplane.” Since it’s mainly used to cut 45˚chamfers on the 90˚ corners and edges of wooden objects, and being fully adjustable, I choose to call it an “adjustable chamfer plane” in English. I beg Gentle Reader’s kind undulgence.

Side view of a standard kakumenganna chamfer plane.
Top view of a new kakumenganna chamfer plane. Of course, the 2 Chinese characters stamped on its leg read, top to bottom, “kadomen.” This version has a slightly skewed blade to reduce tearout. The blade and chipbreaker are mounted in a movable block connected to the right and left legs by a tongue and groove joint forming what I call a “carriage.” These two legs serve as fences which can can be opened or closed, using the bolts and nuts seen, to adjust the gap which determines the width of the chamfer to be cut. You can see two graduated brass bars inlet into the legs to help with alignment and in judging the gap.

Components

Your humble servant’s old and well-used chamfer plane. The block which houses the blade is located to the left of the image with two fences I call legs in the middle. Together these form a “carriage.” The horizontal line in the center of both legs was cut by the blade as I shifted the carriage right and left.
A side view of the block (left), the underside of the legs (center), and back of the blade (lower right). The cedar block (upper right) is used to adjust the block and remove the blade in combination with a smallish wooden mallet.
You can see the brass mouth reinforcement inlet into the sole of the block. This is very important for a chamfer plane that will see heavy use shaping various materials. Although it has become dim over the years, the line drawn across the legs indicate the position of the blade, an important point to watch for when starting and stopping some cuts.
I’m sharing these photos of my old plane as a practical example. When new, the edge of the blade’s head had a sharp burr which I filed down for comfort. This is a type of plane that does not take ham-handed abuse from fools well. Please note that, unlike most such planes used by less knowledgeable folk, the head of the blade is not mushroomed and the blade’s face is not dinged. Why? I have never struck this plane, purchased in 2009, with a steel hammer, not even once. For the same reason the wooden parts, while discolored and less-than-perfect through much use, exhibit none of the deformation, cracking, splitting, chipping and denting planes adjusted using steel hammers always do. This is the fruit of wisdom shared with me by an ancient plane maker on Shikoku island far back in the mists of time (ツ). Rejoice! You and your planes are now free of the chains of ignorance.

The modern Japanese chamfer plane, which is the only type we currently carry, is comprised of a small block of white oak housing a relatively narrow laminated steel blade as well as a chipbreaker.

This block (aka “dai” 台 in Japanese) fits into a “carriage” comprised of two sticks of white oak joined by steel and brass nuts and bolts held in place by captured wing nuts. The block fits tightly into grooves cut into the carriage so the user can shift the block and its blade right or left as necessary to either accommodate the required width of cut, or to expose a sharp portion of the blade when one portion becomes dull.

The width of cut can be quickly adjusted from zero to 24mm wide by rotating the two wing nuts smoothly opening or closing the gap between the two legs of the carriage. Eazy peazy Japaneezy.

The most common variety of chamfer plane has a blade inlet into the block with its mouth oriented 90˚ to the direction of travel. The next most common variety has a blade that is slightly skewed to produce a smoother cut with less tearout. We carry both types.

Standard chamfer plane (left) and skewed chamfer plane (right).

Uses for the Chamfer Plane

Japanese chamfer planes are essentially molding planes with two mutually adjustable fences used to produce chamfered edge treatments on wooden objects. Molding handplanes typically have blades ground to specific profiles intended to plane the edges and corners of wooden objects. Some produce purely decorative, curved shapes such as the Roman ogee, while others produce functional and/or structural edges such as tongue and groove joints.

But 45˚chamfer planes have a simple straight blade intended to produce a flat surface at 45˚ to the adjacent faces of the board. However, some varieties are used to cut chamfered surfaces at various angles.

The ancient, attractive and functional lambs tongue chamfer stop use in wood, stone and ivory.

Once cut this 45˚ chamfer is often left as-is in many projects and especially structural wood members as a finished surface. It tends to make make the board, beam or column look more refined. It also prevents the corners from being easily chipped or torn off, a safety feature in some cases. A hard 90˚ corner in exposed wood is seldom durable and given time and abuse often becomes ouchy.

Nowadays the electric router has sadly replaced practically all molding planes, and although I haven’t used an electric router in 15 years or so, I won’t deny they are very useful tools even if they are ultimately more expensive, destroy the user’s inner peace along with their hearing, fills their lungs with dust, chews their fingers, leaves unsightly ripple marks on the wood, and goes through expensive bits like Homer Simpson does donuts… mmmm donuts.

But routers are not all evil, for they do have the advantage of being able to treat the inside surfaces of curved edge whereas the plane under consideration can only do straight edges and outside curved surfaces. Of course, it’s possible to make chamfer planes that cut inside curved surfaces like those used by coopers (barrel makers).

The Joinery Chamfer Plane

An old but unused chamfer plane for kumiko and cabinet sash with wooden adjustment screws.

As mentioned above there are a very few varieties of specialty chamfer planes long used in joinery to produce different angles. Why angles other than 45˚ you say? Ah, perspicacious as always. Well, a simple 45˚ chamfer sheds dust and water well, but in the case of windows, doors and shoji, for example, it removes too much wood weakening mullions and kumiko to the point of structural frailty, and often appears less refined to boot. Sadly, these are no longer being made and are hard to find.

Advantages

As I suggested above, the chamfer plane produces lots of of fragrant shavings but little unhealthy dust. It won’t make your fingers bleed, and won’t grab your clothes.

Indeed, I can still remember the night I was working late on a custom door using a 15amp 1/2″ collet electrical plunge router with a long 3/4″ Ø carbide bit to cut deep mortises. This was before the days of automatic mechanisms to stop the spinning mass of copper and steel that is the armature when the power switch is released. Suddenly, out of pure evil malice, the howling beast grabbed my loose soccer jersey nearly chewing a hole in my chest! Ah, good times!

The chamfer plane works slower than a router, but it won’t gouge your work if you loose concentration for a second, it won’t make burn marks on your boards, or cause She Who Must Be Obeyed to lob complaints about racket and dust at you like barbed arrows smeared with toxic tree frog goop. To the contrary, it’s an efficient, well-behaved, forgiving, even gentle tool, one that produces a flat, sometimes even shiny surface with perfectly crisp edges on wood instead of the burnt and pounded washboard surfaces violent routers often inflict.

Another advantage to the Japanese chamfer plane is its relative light weight and small bulk, compared to the bulky, clunky, mind-numbing electrical equivalent. Much easier to store in the toolbox or work apron. And of course, being a simpler and more honest tool, it’s much less likely to be commandeered by Murphy’s painful pointy purple pecker to wreak death and destruction.

And of course, while its blade does need to be sharpened occasionally, the chamfer plane will provide many decades of continuous service without having to purchase a single nasty spinning bit from the CCP.

While it incorporates a couple of bolts, it has no cord and needs neither piggish chargers, nor poisonous batteries. It is a tool in total denial of the principles of planned obsolescence, predetermined service life, corporate profitability and hidden environmental destruction advocated by the high priests of profit at the Harvard School of Business and Monkey Butts. One might even say it’s a pragmatically contrarian tool. But whatever you choose to call it, I call mine a faithful servant, indeed, a friend.

How to Adjust

Adjusting the width of the chamfer is accomplished by first loosening the two wing nuts on the bolts. If increasing the width of cut, continue to spin the wingnuts out. Then once the gap between the legs is the right width, set the locknuts to the right position, check that the legs are parallel either by using a caliper to measure the distance between the legs at the front and rear of the carriage, and lock the legs in place using the wingnuts.

These planes have graduated brass indicators inlaid across the front legs and another across the rear sides of the carriage that are useful for rough use, but should not be relied on for precise settings.

Alternately, you can rest the plane on the corner of the board and examine the gap between the legs and board. If a significant gap exists, simple adjust the wing nuts until it closes.

When considering the purchase of a chamfer plane, be sure it has a brass plate inlaid in front of the mouth to prevent wear at this high-pressure area.

When you receive your chamfer plane, the block should fit tightly into it’s carriage. This will loosen with use, or applying a bit of oil or wax on the tongues of the block will help. Worse case, use a metal file and a bit of 220grit sandpaper to lightly adjust the width of the tongue.

When removing the block from the carriage, please do not use a steel hammer to strike the block. A wooden mallet works well, but holding a small block of softwood, like the one shown in the photo above, as a cushion between hammer/mallet and plane is best.

A Professional Technique

Quite frequently we need to cut a stopped chamfer, whether it’s for a lambs tongue chamfer detail or where stile meets rail in joinery. In any case, when we need to judge exactly where the blade of our planes starts and stops a cut, it helps to make marks on the chamfer plane’s legs indicating the location of the cutting edge, and corresponding pencil marks on the workpiece, to help with starting and stopping chamfer cuts in the right place.

Summary

The Japanese kakumenganna 45˚chamfer plane is a lightweight, compact, safe, healthy, cost efficient, environmentally sustainable and pleasant tool for quickly cutting chamfers in wood without leaving ugly ripples or burn marks on the wood, or ruining our hearing, or filling our lungs with sawdust. I couldn’t work without mine.

YMHOS

Link to Pricelist and pics of the Japanese Adjustable Chamfer Plane

Other Posts in the Japanese Handplane Series:

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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