A low angle block plane This is probably the first plane to get for most
people. There are a lot of things you can do with a block plane, such as
cutting small bevels and fitting drawers. Unfortunately, the low cutting
angle can cause tearout in figured hardwoods. But it is superior for
softwoods and endgrain of all woods. A version with an adjustable mouth is
the most flexible. Both Lie-Nielsen and Veritas currently make them. The
Stanley #60-1/2 is the most common version. 

A jack plane In terms of metallic planes there are three basic types:
smoothers, jacks, and jointers. The jack is Mr. Inbetween. It is almost
short enough to do a good job smoothing, and in fact there are those who
prefer its heft and length for smoothing. On the other hand, it is almost
long enough to do a good job straightening. In fact, you can do just as good
a job straightening a face or edge with a jack plane as you can with a
jointer, but it takes more workmanship to be able to do it. The #5 jack
plane has been the mainstay of carpenters for ages. Many people these days
prefer the wider and heavier #5-1/2, but it is less common and more
expensive. 

A large smooth plane The #4 smooth plane is probably the most commonly used
plane of all. Personally, I would not select a #4 as my only bench plane
because one of its most common uses would be for straightening edges, and a
#5 does a better job of that. 

A low-angle jack or smooth plane Although I do not have much experience with
these planes, the favorable things I keep hearing about them from people I
respect make them sound like a viable choice. Although Stanley made the #164
low-angle smoother and #62 low-angle jack plane, they are both rare and
expensive. Both Lie-Nielsen and Veritas now make these planes. They are
mechanically simpler than standard bench planes, making these low-angle
versions a little less expensive from those expensive marks. Their
proponents say that by equipping them with an additional iron or two with
the bevel ground at a higher angle you can make them perform excellently to
smooth hardwood surfaces. The stock iron angles are good for softwoods and
rough work. If so, one of these planes with two or three blades sharpened
differently could well come close to being a universal bench plane. I want
to emphasize that I do not have enough personal experience with these planes
to be comfortable recommending them myself. 

Two planes 

A low angle block plane plus a jack or large smooth plane The jack or
smoother can be either regular-angle or low-angle. If it were me I'd choose
the jack plane as the sole bench plane. In fact, that's what I did years
ago. Dad had only two planes his whole life, a cheap little #102 block plane
and a #5 jack plane. Those are the planes I learned on. 

Three planes 

A low angle block plane, a #4 or #4-1/2 smooth plane, and a #7 or #8 jointer
For this option, where you can have two bench planes, it makes sense to pick
one of the smaller ones and one of the larger ones and leave the Mr.
Inbetween jack plane out. The difficulty that gives you is that since both
smooth and jointer planes are used for fine to medium work, you have nothing
to handle rough work and large amounts of stock removal. However, unless you
flatten and thickness rough wood by hand, you should be able to do with any
roughing planes. An interesting thing to note about this three-plane
solution is that you can't get here from the two-plane solution unless you
chose a #4 or #4-1/2 as your only bench plane. 

Five planes 

Add a #40 scrub and a #5 or #5-1/2 jack plane to the above three-plane
suggestion. To save money, an old #3 or #4 can be converted for use as a
scrub plane by opening its mouth wide and grinding a pronounced curve on the
cutting edge. These additional two planes, especially the #40, are only
needed if you are flattening and thicknessing rough lumber by hand.
Lie-Nielsen currently makes a scrub plane, and I understand that Veritas
will be adding one to their line in 2005. To me, though, the absolutely best
scrub plane available is the wooden one still being made by ECE. As a bonus,
it only costs about half as much as the Lie-Nielsen and Veritas ones. 

  _____  

Plane Numbers And Types 

The numbers are Stanley model numbers. They go from 1 to 608 and mostly
there is little or no rhyme or reason except for three oases of rational
thought. The planes usually have the model number on them somewhere, but not
always. The importance of the Stanley numbers is that they originated the
system and over the years sold more planes than all of their competitors
many times over. Over the years their Bailey and Bed Rock planes have been
of consistently high quality for the time, so that they are both easy to
find used and desirable as user planes because of their trustworthy quality.
Stanley has also had several lower quality lines, such as Handyman, that are
not good potential users. The three rational oases are: 

#1 - #8 are bench planes--what most people think of as planes #1 is the
smallest, #8 is the largest, and the sequence is by size. In addition, in
this range there are fractional numbers for inbetween sizes. #4-1/2 and
#5-1/2 are larger than normal #4 and #5, respectively. #5-1/4 is smaller
than normal #5. #1 through #4 are smooth planes. #5 is a jack plane. #6 is a
try, or fore plane. #7 and #8 are jointer planes. 

#602 - #608 are the premium Stanley Bed Rock versions of #2 - #8 By the way,
the normal #1 - #8 Stanley bench planes are also known as Bailey planes
because they usually have both Stanley and Bailey names on them somewhere.
Bailey was also a manufacturer of planes before he was bought out by
Stanley, so a Bailey plane can also be one made by the Bailey company before
the sale. These are very rare, so depending on the context you can sometimes
tell the difference between the meanings. 

In general if a plane number has a fraction, it is a variant of another
plane with the same integer number. 

With bench planes 1 - 8 and 602 - 608 there are also "types" numbered 1 - 18
(I'm not sure about the highest number). The types are not Stanley numbers
at all, but numbers collectors use to distinguish small variations between
the planes as Stanley gradually modified the design over the century or so
of manufacture. There are charts you can use to check the presence of maybe
two dozen features on a plane and then determine which "type" it is, and
hence the date of manufacture to within a few years. There are collectors
who try to accumulate every model number of a particular type. That makes
some types more expensive, often with no corresponding superiority of
performance. The type number can also be important when buying a plane for
use because it tells you whether there is a lateral adjustment lever, high
front knob, low front knob, etc., and because some types have better
performance qualities. Also after WWII many of the more recent types are
considered to be of diminishing quality. 

A full catalog of all Stanley hand planes with photographs and explanations
of all the above plus much, much more is available on the Internet at
Patrick Leach's Blood & Gore web site. You can find it by Googling Leach
Blood Gore. The bible of plane identification. 

Some other manufacturers just used Stanley numbers while others, such as
Millers Falls and Sargent, used their own. There are charts online
cross-references the different model numbers. 

There is no commonly accepted numbering system for wooden bench planes--they
are identified by just their length and width. 

  _____  

Books 

The three best books on planes for users, not collectors, are: 

 
<http://www.amazon.com/exec/obidos/tg/detail/-/1561587125/ref=lpr_g_1/002-39
08174-8440818?v=glance&s=books>
http://workshop.tjmahaffey.com/img/handplanebook.jpg

The Handplane Book
<http://www.amazon.com/exec/obidos/tg/detail/-/1561587125/ref=lpr_g_1/002-39
08174-8440818?v=glance&s=books>  by Garret Hack, which has beautiful color
photographs of unusual and beautiful planes plus a very good discussions of
the physics of the way planes work, how to fettle a plane, how to sharpen
the irons, and also how to use planes to smooth, flatten, and straighten
wood. This book also explains the purpose and often how to use all the
different types of specialty planes. Actually, this is not just one of the
best books for users, but one of the best for everyone. This has a huge
number of beautiful color photographs. It is the biggest, prettiest, and
most expensive of the books. 

 
<http://www.amazon.com/exec/obidos/tg/detail/-/0806988045/qid=1104184799/sr=
1-8/ref=sr_1_8/102-5678233-5378507?v=glance&s=books>
http://workshop.tjmahaffey.com/img/planebasics.jpg

Plane Basics
<http://www.amazon.com/exec/obidos/tg/detail/-/0806988045/qid=1104184799/sr=
1-8/ref=sr_1_8/102-5678233-5378507?v=glance&s=books>  by Sam Allen , an out
of print book that has good "basic" information on how to use planes. You
can usually find a used copy of this book for $8 - $15 at amazon.com or
abebooks.com if you search for it for a little while. This book is one of
the publisher's "Basics" series of books, so keeps to down to earth useful
information. 

 
<http://www.woodcraft.com/Woodcraft/product_family.asp?family%5Fid=3421&gift
=False&mscssid=1464CD96CBBC4D2E90ACD15A79A2D1DE>
http://workshop.tjmahaffey.com/img/planecraft.jpg

Planecraft: Hand Planing by Modern Methods
<http://www.amazon.com/exec/obidos/tg/detail/-/B0006CZR3W/qid=1104184869/sr=
1-4/ref=sr_1_4/102-5678233-5378507?v=glance&s=books>  by C. W. Hampton & E.
Clifford. This was originally published in 1934, when hand planes were still
an important tool in any woodshop because power jointers and planers were
only available in large manufacturing models. It was "revised and enlarged"
in 1950 and 1959 and has been reprinted 23 times. An exact reprint has been
published by Woodcraft
<http://www.woodcraft.com/Woodcraft/product_family.asp?family%5Fid=3421&gift
=False&mscssid=1464CD96CBBC4D2E90ACD15A79A2D1DE> . It is inexpensive and may
be available only from Woodcraft. This book is a manual for the use of
Record planes, which include nearly copies of most of the popular Stanley
planes, including specialty planes and spokeshaves. Usually their plane
numbers relate in a direct way to Stanley ones (like 05 for their Jack
plane) but sometimes there is no obvious relation. The contents of the book
are heavily Record-chauvinistic and continually extoll the advantages of
metal planes over wooden ones, evidence that wooden planes were still
popular in 1936. This book includes more practical information about exactly
how to cut joints, dadoes, grooves, rabbets, and moldings than any other
single book I have seen. 

 
<http://www.amazon.com/exec/obidos/ASIN/1561581259/qid=1104184934/sr=2-1/ref
=pd_ka_b_2_1/102-5678233-5378507>
http://workshop.tjmahaffey.com/img/guidetosharp.jpg

The two best books for understanding how a plane cuts, which has profound
implications to fettling and sharpening planes, are Hack's The Handplane
Book
<http://www.amazon.com/exec/obidos/tg/detail/-/1561581550/qid=1104184760/sr=
1-1/ref=sr_1_1/102-5678233-5378507?v=glance&s=books> , mentioned above, and
Leonard Lee's The Complete Guide to Sharpening
<http://www.amazon.com/exec/obidos/ASIN/1561581259/qid=1104184934/sr=2-1/ref
=pd_ka_b_2_1/102-5678233-5378507> . The latter book is also the best
available book for understanding the finer points of sharpening blades of
all kinds: chisels, planes, knives, scissors, axes,É. It focuses on what
sharp means for different tools used for different applications and
explaining the physics of cutting so that you can determine what bevel angle
is best to put on a given use of a particular tool. Other books usually give
a bevel angle to use; this book explains the significance of the bevel angle
and explains how to determine the best bevel angle for each individual tool
for maximum sharpness, because the best bevel depends on the qualities of
each blade's metal, how the tool will be used, and the type of wood it will
be used on. That information lets you understand the more general guidelines
elsewhere and therefore helps you understand when it may pay to deviate from
them a bit. 

 
<http://www.amazon.com/exec/obidos/ASIN/080696670X/qid%3D1104185036/sr%3D11-
1/ref%3Dsr_11_1/102-5678233-5378507>
http://workshop.tjmahaffey.com/img/restoringclassic.jpg

Mike Dunbar's Restoring, Tuning, and Using Classic Woodworking Tools
<http://www.amazon.com/exec/obidos/ASIN/080696670X/qid%3D1104185036/sr%3D11-
1/ref%3Dsr%5F11%5F1/102-5678233-5378507>  covers a lot more than hand
planes. The material in Hack's The Handplane Book
<http://www.amazon.com/exec/obidos/tg/detail/-/1561581550/qid=1104184760/sr=
1-1/ref=sr_1_1/102-5678233-5378507?v=glance&s=books>  is better on tuning
metallic planes, but Dunbar's covers refurbishing antique wooden planes much
better. 




 
<http://www.amazon.com/exec/obidos/ASIN/0517162024/qid=1104185499/sr=2-1/ref
=pd_ka_b_2_1/102-5678233-5378507>
http://workshop.tjmahaffey.com/img/traditionaltools.jpg

A substantial part of Graham Blackburn's Traditional Woodworking Handtools
<http://www.amazon.com/exec/obidos/ASIN/0517162024/qid=1104185499/sr=2-1/ref
=pd_ka_b_2_1/102-5678233-5378507> covers hand planes, especially the wooden
ones. He covers much of the same ground as Hack's book, but is no means a
duplicate. 



The Internet provides a lot of information on hand planes if you can find
it. One of the most impressive is Patrick
<http://www.supertool.com/StanleyBG/stan0.htm>  Leach's Blood and Gore,
which has descriptions and photographs of every plane model Stanley ever
made. It is at http://www.supertool.com/StanleyBG/stan0.htm
<http://workshop.tjmahaffey.com/planes1.php#http://www.supertool.com/Stanley
BG/stan0.htm> . He also provides links to several places where you can find
dating information on the Stanley bench planes.



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