This simple jig gives greater control for trimming tenon shoulders and eliminates breakout of end grain at the back edge of the rail as the plane exits. I have been using it in my shop for many years.

A tenon shoulder is correctively trimmed with a shoulder plane used on its side and registered against the cheek and the shoulder of the tenon itself. The correction usually involves just a few critical strokes of the plane.

The jig easily installs in the tail vise, clamps the rail quickly and firmly, provides the essential support at the back edge to eliminate spelching, and allows planing without obstruction. Two earlier steps in forming the tenon, sawing the shoulder and trimming the tenon cheek, can also be done on this jig by simply clamping the rail so the shoulder line is positioned a bit beyond the backstop.

The jig is easily made from 3/4″ MDF. The base is 15″ wide x 9″ deep. The main portion of the backstop is 13″ x 2 1/2″, laterally centered on the base and attached with glue and screws.

A 500-pound capacity, 6 1/2″-long toggle clamp with a large retrofit foot pad is screwed to the midpoint of the backstop. The depth and outward projection of the pad are adjusted according to the thickness and width, respectively, of the work piece rail. Other types of quick-set clamps could also be used.

Key features are the hardwood caps on the backstop. These are 2 1/2″ in the long grain direction and 1/2″ wide, and simply screwed to the ends of the MDF. Countersink, or better, counterbore, the screws deeply enough to keep them out of the path of the plane blade. Note that I have marked a line at the depth of the screw heads and drawn pictures of the screws in red as reminders of their presence. I would hate to run a plane blade into them.

By the way, I am right-handed and never use the left side of the jig but it is useful for lefthanders at classes and demonstrations.

For securing the jig in the workbench, a 1 1/2″-wide strip of MDF is glued and screwed to the front of the base where it will butt against the front of the bench. Further, a 4 1/4″ x 1 3/8″ x 3/4″ plywood cleat is glued and screwed to the base and front stop. The cleat fits into the tail vise, which is then tightened to secure the jig.

To trim a tenon shoulder, align it with, or very near, the edge of the hardwood backstop cap. Plane the shoulder and continue the stroke through the cap as needed. Of course, the cap gets slowly depleted over time, as shown here, but it is easily replaced.

I think you will find this jig increases your comfort and control in the precision job of trimming tenon shoulders.

Another thoughtful refinement from Veritas, this adjuster advances the blade in smaller increments than their standard adjusters. It’s a hit.

Veritas bevel-up (BU) planes use a Norris-style adjustment system, which means that one adjuster controls both blade depth and lateral alignment. In a lesser quality tool, this system could be balky but the design and execution by Veritas makes theirs function very smoothly.

Now, just for fun, the lead screw of the slow adjuster has 58 threads per inch by my count, which translates to .0172″ of linear blade advancement per turn of the knob. The increase in depth of cut produced per unit of linear advancement of the blade is represented by the sine of the blade’s bed angle, 12° in this case.

.0172″ x sin12° = .0172″ x .2079 = .0036″ depth of cut increase per one turn of knob

This works out to .0009″ or about 1 thou change in shaving thickness per quarter turn of the knob.

This may sound like too tentative an approach but in practice this exceptionally smooth mechanism is not only precise but also pleasant to use. I am usually using the BU smoother for difficult wood where small differences in cutting depth really matter. I suggest Lee Valley use the slow adjuster as standard in their BU smoothing planes, or at least offer it as an initial option.

The Veritas bevel-up jack plane, on the other hand, is used for tasks that require less precision in the cutting depth, so there I prefer the original, quicker adjuster.

With the Norris adjuster, side set screws that control the blade registration near the mouth, lack of a chipbreaker, and an easily adjustable mouth opening, you can practically set up a Veritas bevel-up plane with your eyes closed.

Just as a reminder, if the handle and knob on my BU smoother do not look like the Veritas versions, it is because they are not. They are wonderful retrofits made by Bill Rittner of Hardware City Tools.

Here is most of the power sanding gear in my shop. Once again, I hope you will find a useful tip or two in here.

The gentler Bosch ROS20VS (5″ disc, 2.2 amps, 3/32″ diameter orbit) random orbit sander gets much more use than the larger Bosch 3725DVS (5″ disc, 3.3 amps, 3/16″ diameter orbit) because I am mostly using these tools to smooth surfaces, not to form them. As mentioned in the first post of this series, there are much better options, with and without sanding, for the later task.

In any case, these Bosch sanders perform very well at reasonable cost. The 6″ size has 44% more area, helpful for bigger jobs, but the 5″ is handier and suits the scale of most of my work. I always use these sanders hooked up to my Fein shop vac with the auto-start feature.

A crepe rubber stick (above, left) is a must for cleaning power sanding discs but also works well on hand sandpaper. Get a big one.

Norton’s new ProSand Multi-Air Cyclonic hook-and-loop discs (above, left and right) have superseded their 3X discs (center). Amazingly, the 246 laser-cut holes (I read that; I didn’t count them) give better dust extraction than the big holes in 3X and other brand discs. The ProSand discs also have more sanding area, an efficient ceramic abrasive, and are easier to apply because you do not have to align holes – just put the big one in the center.

This storage tree keeps the discs organized. It is nothing more than dowels set at a slight angle into a wood strip.

The Ridgid EB4424 combination oscillating spindle-belt sander, shown above in belt mode and below in spindle mode, may be the best thing Home Depot sells in their “tool corrals.” The designers thought of just about everything. This certainly is a sanding tool for shaping wood.

The oscillating action, which runs true, makes shaping smoother and more controlled, as grabbing is minimized, and leaves a smoother surface on the wood. Changeover between modes is fast and convenient. Belt tracking is easy to adjust and the setting is retained very well.

The most significant downside of this machine is the cheap table but it is not a deal breaker. Though it adjusts from 0° (shown) to 45° and has a serviceable miter slot (3/4″? Yea, sure.), it should be flatter and firmer. Dust collection with the Fein vac is surprisingly good for this type of sander.

I highly recommend this machine.

By the way, those purple 3M flexible mesh sanding sheets found their way into the two photos above, at the left edges. I forgot I had them since 3M’s much better Ultra Flexible Sanding Sheets became available. (See the previous post.)

Norton’s blue Norzon belts are incredible wood eaters. Most of the extra sleeves and belts get stored in this boot box.

The Singley drum (above, left) uses ordinary sandpaper, cut to size and easily wrapped around and tucked into the drum. With this tool, drum sanding can be done economically in a wide range of grits. Many sizes are available.

The Robo sander, chucked in the drill press, works like a flush trim/end-bearing router bit but more gently and without the risk of tearout.

Shown beneath the Robo is the Veritas Drum-Sander Support System bearing. It is essentially a live center that sits on the drill press table, and whose point engages a dimple in a retrofit modified drum shaft. This trues and stabilizes the rotation of the drum.

This concludes the four-part series on sanding. As always, there is more than one good way to do just about everything in woodworking, but I hope this material has been helpful to you.

This is just about all of the hand sanding gear I use in my shop. I present this in the hope that you will find a useful tip or two.

A cork block, 1″ x 2″ x 3 7/8″, is the best tool I have found for hand sanding. It has just the right compressibility and resilience to produce a consistent and true sanded surface, and it feels comfortable in the hand. A piece of cork glued to a wooden block is a decent substitute but not as good. Almost all of the area of one-third of a standard 9″ x 11″ sandpaper sheet can be utilized by re-wrapping it just once.

The Norton pad gets less use but is handy for fine sanding large areas. It uses the same one-third sheet with little waste.

Convex and concave rubber sanding grips are handy, though I more often use ad hoc blocks made from combinations of wood, cork or rubber sheet, and pink foam insulation. Some of these are worth preserving but some live for only a single fleeting employment.

The sheet cutter makes it almost fun to size sandpaper. A hacksaw blade is screwed to a piece of plywood with enough slack to permit the sheet to easily fit under. A piece of thin plywood is glued to the blade to make it easy to press the blade firmly onto the back of the paper prior to tearing it. A slat is placed in one of the table-sawn kerfs that have been placed to yield the desired sizes of paper. By far most common are one-third sheets made by cutting across the narrow width of the full sheet to yield strips about 3 2/3″ wide.

This little plastic bucket screwed to the wall is a good place to store partially used strips. Contrary to comments by some shop visitors, it is neither a garbage can nor a urinal.

I’ve used Norton 3X paper for years with excellent results. Norton has superseded it with ProSand, which they claim has more durable abrasive and backing paper, so I will gradually restock with that.

Once you get these 2 1/2″-wide, PSA-backed (sticky) rolls in the shop, all sorts of uses arise. They are great to quickly make impromptu sanding blocks and tools, such as those below. I also reload the Veritas shooting sander with them.

These little shop-made sanding sticks solve vexing detail issues in almost every piece I make. Apply an oversized piece of PSA sandpaper to the squared end of a wooden tongue depressor, and then trim the excess with a utility knife. Of course, as needed, you can also create a V-point or other shape on the end. You’ll wonder how you ever managed without them.

From left to right in the photo above:

The silicon carbide “wet-dry” paper is there for sanding between coats and sometimes for wet sanding of oil-varnish. I have 600, 1000, 1500, and 2000 in stock but rarely use the finer grits.

3M Ultra Flexible Sanding Sheets, available in 100, 150, 220, and 320 grits, really live up to their name. The grit stays on and the backing does not crease or tear. These are a far better option for contour work than sanding sponges, which I have always found to be useless. You can back up these sheets with whatever you want – contoured rubber or foam, a sponge, or just your hand.

3M has also recently introduced Sandblaster Pro sheets with a grippy back. So far, I have not found an advantage from them for woodworking but they are very handy to flatten tools when simply placed on a granite surface plate. They stay put without spray adhesive or water.

I use the MicroMesh set of 3″ x 6″ sheets for tool and hardware alterations, not on wood. The grit ranges from 1500 to 12,000! The sheets are cushioned and thus not a good choice for sharpening.

Next: power sanding gear.

Let’s consider the finished surface qualities produced by sanding compared with handplaning. Here there will be no blanket declarations, including none extolling the superiority of handplaning, and no simple catalog of species with recommendations to sand or plane.

The real answer is to experiment as part of planning your project. In each case, consider the look you want and the practicalities of the building process.

You have to assess the surface of the wood (the particular boards at hand, not just as a species) in combination with the applied finish. Just as it pays off to plan the applied finish at the start of a project, so too should the method of finishing surfacing the wood be planned. Winging it is usually not smart.

Here are examples from the shavings and dust of my shop. YMMV. This discussion pertains to the final surfacing of wood that has already been trued or shaped; we’re only dealing with the last few thousandths of an inch of wood.

By the way, for exposed parts in fine woodwork, I never finish with the surface from a random orbit sander, no matter how fine the disc paper. When sanding, I always finish with hand sanding. In fact, most of the time, I don’t use the ROS at all.

For figured big leaf maple, one of my favorites, with satin gel varnish, I can see no difference in the final look whether the wood surface is finished off with hand planing or fine hand sanding. Therefore, I do whichever is easier and that is usually sanding.

The same goes for figured bubinga with oil-varnish mix. Bubinga responds exceptionally well to scraping, so little sanding is required thereafter.

Claro walnut, another favorite, with oil-varnish, seems to look more clear and lively when handplaned. With brush-on varnish however, I cannot tell the difference between planing and sanding. For highly figured Claro, its visual impact often seems to override subtle differences between planing and sanding.

Curly cherry with gel varnish, the finish I like best for it, is finicky. It looses some of its pizzazz when sanded. Pearwood similarly looks exquisite straight from the smoothing plane and can well be left unfinished, but after two coats of water-base acrylic, it is hard to tell if the wood was planed or sanded.

Oak, red or white, flatsawn or quartered, plain or figured, with wiping varnish and the grain unfilled, usually looks about the same to me, sanded or planed. Oil-varnish is different.

Again I emphasize that I always experiment at the outset of a project with the actual wood and finishes that I am using for that project, and try to anticipate the practical issues that I will encounter in building the piece.

We ought to be practical. A curvy table leg creates most of its visual impact from its form, while it is the surface and figure of a cabinet door panel that we appreciate. Again, choose planing or sanding based on the overall look that you are after and the practicalities of building. Maybe there are fine facets on the leg that sanding would obscure and a spokeshave is the right tool to use, or maybe there are gradual curves that look good sanded.

Work with a smoothing plane is usually more pleasant than with sandpaper, but sometimes planing is just awkward, such as when finishing off a dovetailed case. And let’s face it, sometimes we just don’t want to spend more time at the sharpening bench.

There are also some special situations. For example, when fitting a drawer, a hand plane is the only tool to use on the sides. Choose the wood for the sides to allow easy planing and usually leave it unfinished.

One more thing: when finish planing difficult wood, there are almost always a few spots of tearout that just seem unavoidable, or maybe the blade developed a nick (especially some A2 blades) and left a little row of raised wood. I touch up these areas with a 0.020″-thick sharp scraper rather than with sandpaper. Nothing is perfect.

Next: sanding tools

Sanding does not get much respect among woodworkers. Hand planing uses more gratifying tools in a more pleasing process, and when suitably employed, leaves lively surfaces and is more efficient. This series of posts will attempt to put sanding in perspective in the world of fine woodworking and present practical information on tools and techniques.

James Krenov wrote in The Fine Art of Cabinetmaking, “To me, sanding is not a way to express sensitivity with wood, even less a sign of true skill,” yet he recognized a legitimate role for sanding, recommending, for example, scraping and sanding as the best way to finish rowed woods like padauk.

The first thing to clear up is whether you are sanding to shape wood or to produce a nice surface on wood. Are you forming a curve or smoothing the surface of an existing curve? Are you flattening a surface or just smoothing an already flat surface? Sanding is hardly ever the best way to shape or dimension wood unless you are using jigged machines such as a spindle sander or thicknessing sander.

True, sometimes you are both shaping and smoothing, such as when forming a light chamfer with a hand sanding block or running a figured panel through a drum sander. But generally speaking, it is important first to be clear about just what you are doing when sanding. In fact, most problems with sanding come from inadvertently mixing shaping and finishing.

For example, you have a fantastically figured board in the rough, or perhaps is flat from the planer but full of tearout. You are afraid to touch it with a handplane so you take out the random orbit sander, start with a 60-grit disc and work through to 320. Unfortunately, despite all efforts to evenly distribute the sanding, the final smooth surface is wavy, the outer edges are dipped, and there is no hope of using this as a reference surface for further work, such as for a drawer front.

There were lots of better options that would have produced and/or retained a true surface that would then require only fine sanding, which would not squander the flatness. Among them, for various stages, are: a spiral cutterhead on the planer, a thicknessing sander, a jack plane worked across the board, a toothed blade in the jack plane, a Veritas scraper plane, a micro-toothed blade in the scraper plane, and a hand scraper.

An equally unpromising plan is to take a curved table leg rough sawn off the bandsaw and hope to use a curved sanding block with coarse paper as the primary final shaping tool. You will not get the proper feedback to produce a true curve that comes instead from high quality rasps, spokeshaves, and curved planes. When the curves have been trued with some of those tools, then you can use the curved sanding block to just finish smooth.

The point is that sanding – by hand and with small and large machines – has its place but it pays to be mentally clear about exactly what you are trying to accomplish with it, and restrict it to that task.

In the next installment, let’s consider the finished surface qualities produced by sanding versus handplaning. Be prepared for some surprises.

Well, I painted myself into a corner and now a half-mortise lock must be installed in an already assembled box in tight quarters and on a schedule.

No problem: just call Lie-Nielsen Toolworks. The nice folks there put a set of their drawer lock chisels on their way to me that same day. Thanks to Chris Becksvoort for his excellent design of these handy tools.

The chisels have square, raised corners (ends, really) so the hammer or mallet makes true, solid contact and the force of the blow is properly directed. My Glen-Drake #4 brass mallet came in very handy for this work, supplying more umph in a small space than the side of a hammer.

The chisels in the pair are mirror images of each other. In use, it soon becomes apparent why this is helpful. The larger edge, 1/2″ wide, is parallel to the length of the tool, while the 1/4″ edge at the other end is perpendicular to it. Again, only an experienced, thoughtful woodworker would know to incorporate these design features, which turn out to be so right in the hands of the user.

Yes, they are are fairly tedious to sharpen – the 1/4″ edge is like sharpening a hand router blade – but they do come well ground, which mitigates the task. The steel is A2. O1 would be easier to sharpen but I don’t know how it tolerates being struck and how it responds in the manufacturing process. Lie-Nielsen must have good reasons for their choice.

These chisels probably would have come in handy long before my recent purchase but I bet they will soon come in handy again. Woodworkers are fortunate to have wonderful tools like this available to us.