THE 17TH CENTURY DRAW BORED MORTISE AND TENON:
THE HEART OF JOINERY
By John Alexander
When I first examined 17th Century New England draw bored mortise and tenons, the joints were tight and finished on the outside, but I found the hidden parts of the joint crude and sloppily made. I based this conclusion on the following observations:

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Making the Draw-Bored
Mortise and Tenon
Let’s get some recently harvested white or red oak from the woodpile and make a draw bored joint. We’ll learn that the joint’s apparent shortcomings are purposeful responses to fabricating and assembling wood when still green. In joinery, the stock is split (riven) from the tree and prepared while tree wet. At time of assembly, the stock still contains considerable moisture content. The draw bored mortise and tenon and the joined frame and panel are constructed to avoid wood’s dimensional changes during its initial descent to ambient moisture content and thereafter throughout its useful life. The joiner’s frame can be assembled from tree wet wood. "YUK! But won’t it crack, twist or cup as it dries?" Not if the wood is rived from the straight grained trunk of a ring porous hardwood and the mortise and tenon are made as described here.

The Stock
Take a straight grained, knot free red or white
oak log 12 inches long and large enough in diameter to produce several
clean 2"
x 2" pieces. Rive along the ray plane with a dull axe or wedge
and
a wooden club. The finished stock must not contain sapwood,
juvenile
wood or pith. Then rive several pieces of 1" x 2" rail stock with
the
2" face of the stock in the ray plane. Stiles are square in
cross-section.
The rails are rived with ray planes on both faces. I have coined
the
word "truncadon" to describe the resulting triangular cross-section - a
characteristic
signature of 17th Century New England joinery. The rail
while,
in theory, 1" x 2", will taper in thickness due to your riving along
the
rays.

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The Rail
Select the fairest ray plane face on your 1" x
2". Plane it flat using winding sticks and straight edge.
If the face is
rough or much out of truth, first use a scrub plane - a plane with a
flat
blade and a convex edge. Worked diagonally to or across the long
fibers
of the stock - the scrub plane removes wood rapidly. A wooden
bench
plane can be made into a scrub plane by changing the curvature of the
blade
and, if necessary, opening up the throat. A metal plane can be
modified
- set the frog back as far as possible to allow for the maximum throat
width.
Clean up the stock with a smooth plane. Planes must be thoroughly
cleaned
and the metal lightly oiled after every use lest acid from the green
oak
stain and etch the metal.
If the rail is more than 1" thick, plane down the
inner
face with the scrub plane. If the rail is much too thick, rive
the
excess off. Lay out on arris on the top of the rail by drawing a
line
exactly in the direction of the rail’s long fibers. Plane the top
edge
so that it is slightly less than 90° to the fair face.
Use
a straight edge to check the intersection of the fair face and top edge
-
the true arris. It is crucial that this one arris be straight -
the
tenon shoulder will be laid out from it. Mark the intersection of
the
fair face and the true arris. Set your marking gauge to 2 inches
and
gauge down from the true arris. Split off any excess and plane
the
bottom edge of the rail - here again the bottom of the rail falls
slightly
away from the fair face.
When completed, the rail will have one fair face
(the
outside) and one true arris (at the top). The inside face will be
rived
or hewn. If necessary, clean up the inside face just enough so
that
it won’t catch your sweater. Don’t bother to flatten or square
the
inside face.
The Stile
The stile must be straight grained with both its outside faces lying
in
the direction of the wood’s long fibers. Reduce the stock to a 2"
x
2" cross section with one fair face on a ray plane. Fair up the
outside
ray plane face first. Mark your outer arris on this fair face in
the
direction of the long fibers. Plane the other outer face.
The
two outer faces must be fair and square to each other and the arris at
their
intersection must be a straight line. Mark this arris. Set
your
marking gauge at 1 3/4" and scribe the width of your fair face from the
outside
true arris. The inner arris of the stile’s fair face is
crucial.
It must be straight and parallel to the outside arris. I call
this
arris the mortise butment because the outside tenon shoulder buts
against
it.
The stile’s inner face (as opposed to the mortise butment arris) is
neither
structural nor particularly visible. There is no need to square
it
to the fair face. Indeed, slightly "undersquare" this inside
face.
Chamfer the inside corner of the stile. Defer final clean up of
the
fair faces until a day or two after assembly when the surface of the
stock
is drier. Wood will only clean up so much when green.
The Mortise
The top and bottom of the mortise are laid out with the square and a
knife.
The stock of the square rests against the fair outside face of the
stile.
The chamfered inside corner of the stile is inaccurate and cannot be
used
for layout - one reason it is chamfered is to help you remember
this.
To strengthen the joint against racking, I make the mortise height
1/16"
less than rail height and later trim the tenon height to fit.
The width of your mortise chisel controls the width of the mortise and
tenon.
Use a 5/16" or 8 mm wide mortising chisel or a slightly larger
size.
Set the mortise marking gauge to the mortise chisel width and then
locate
the inner gauge pin one chisel width away from the marking gauge’s
cheek.
Mortise when the wood is green. It is easy.
Experiment. Mortise in both green and dry stock and in both the
ray and growth ring planes.
Notice the difference. Green wood mortises are messy
looking.
Don’t worry, you’ll be the last to see them. Some fear the Green
Man
will get them if the insides of joints are not precise and clean.
This
is true of the Glue Man. The Green Man is very forgiving and
insists
that you move along.
The two outside stile faces must be fair and
square. The further face rests on the bench as you mortise.
The mortising chisel
is held perpendicular to the bench surface not to the stile’s unfair
inside
face.
Chop the mortises about 1 3/8" deep and within 1/8"
of
the top and bottom marks. Mark the mortise depth on your mortise
chisel
with a magic marker. The remaining wood at the top and bottom of
the
mortise is then removed by light chopping cuts. Use an adjustable
combination
square as a depth gauge. Slide the square along the stock to
check
for interference along both the bottom and ends of the mortise.
The
outer mortise cheek is important. It must be parallel to the
stile’s
true face. If necessary, clean up the outer mortise cheek with a
wide
paring chisel. The configuration of the tenon shoulder and the
draw
boring will draw the outer tenon cheek against the outer mortise cheek
-
the inner cheek is not involved in the joint.
The Tenon
Working the mortise marking gauge from the rail’s
fair
face lay out tenon width across the top, end and bottom of the
rail. The mortise is 1 3/8" deep - the tenon will be no more than
1 1/4" long. Tenons must not be near to the bottom of the
mortises nor adjacent tenons. After assembly, the mortised stiles
will shrink in cross section - tenon length
will not change. If the mortise shrinks up against the end of the
tenon,
it will force the tenon from the mortise and oppose the action of the
drawing
peg. Whatever the depth of the mortise, make the tenon 1/8"
shorter.
In future work, make sure that adjacent tenons avoid each other by at
least
1/16".
Knifing in the tenon shoulder with the square referenced along the
rail's
fair face.
The tenon shoulder must be perpendicular to the rail’s true arris. A scoring cut is made on the fair face with the square and a sharp knife - deep enough so that a 1/32" deep trench can be chiseled outside of the line. Secure the rail while scoring this line. This line is critical. Goof up and there goes the joint. With the square and knife lightly carry the shoulder line across the top and bottom of the rail. Then mark a phantom "shoulder" line on the rail’s inside face by joining the lines on the top and bottom edges of the stock.

Pare a triangular cross sectioned trench between about 3/16" wide across the fair face outside of the scored line. The scored line becomes the vertical edge of the trench. Now lay a dovetail saw or backsaw in the trench. The saw teeth rest below the fair face. The knife edge you have scored is the final finished tenon edge - it will never be worked again. Undercut the outer tenon shoulder - about 5° off the vertical. Saw down to the tenon line, no less no more. Next, saw the inside tenon shoulder inside the layout line on the back of the rail. The inside tenon shoulder is not a part of the joint. Make sure that none of it projects outside of the knife edge of the outside tenon shoulder.

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Because straight grained rived stock has been
used the
waste outside the tenon cheeks can be split off with a broad chisel or
small
cleaver. Split off the inner cheek waste first. The
accuracy
of the inside cheek is of no importance to the joint so rive on the
line.
Then, split parallel to, but slightly outside, of the outside tenon
line.
Clean up the cheek with a broad chisel. Use a combination square
with
its blade extended 5/16" to check that the outside tenon cheek is
parallel
to the rail’s fair face. The mortise and tenon should be a
loose
fit cheek to cheek. Remember, you are not making a glue
joint.
Test tenon thickness and shoulder height by slipping the tenon into the
mortise
at an angle. Check that the fair faces of both rail and stile are
in
the same plane. Make 45° chamfers on the end of the tenon
with
a chisel. Any mess remaining in the mortise will be pushed aside
when
the tenon is inserted. Chamfering also prevents adjacent tenons
from
touching each other.
If all stock is rived from the log at the same time,
the
thinner rail will dry faster that the stile. The tenons will dry
faster
yet. They are thin. Also wood loses moisture much more
rapidly
from its porous end grain. At the time of assembly the tenons
will
be drier than the stile. It must be dry enough so that the tenon
peg
hole will not deform when a tapered bone dry peg is driven home.
I
find it useful to make the rail and rough shape the tenon, before I
make
the stile and chop the mortise. This gives the tenon more time to
dry.
Plane away the bottom of the tenon so that the tenon slides into the
mortise.
Make any adjustments now, before the tenon peg hole is bored.
Make
sure that the knife edge tenon shoulder rests upon the butment arris
and
that the rail’s true arris is perpendicular to the mortise butment.
The Peg Hole
Peg holes are 1/4" or slightly larger in diameter. Use a brace and any manner of bit. The peg hole is located on a line 3/8" in from the mortise butment and bored from the true face. It is centered between the mortise top and bottom. Bore the stile peg hole with the tenon removed.
Boring the tenon peg hole closer to the tenon shoulder
Assemble the joint tightly and carefully scribe with an awl the outline of the stile peg hole on the outside tenon cheek. Withdraw the tenon and bore the peg hole on the tenon cheek about 1/16+" closer to the tenon shoulder. When a tapered peg is driven through the offset tenon hole it will draw the tenon into the mortise and hold the joint together. First, reassemble the joint and sight through the peg holes. If you bored the tenon peg hole too close to the tenon shoulder, the cusp of the tenon peg hole will fill one third or more of the stile peg hole. Prick out offending fibers from the outboard edge of the tenon peg hole with an awl. A metal draw bore pin determines if the bored offset is correct and the joint tight. Any rod that tapers from 5/32" to 5/16" in 4" can be used. A machinist’s alignment pin, Craftsman No. 42901, Stanley 18-897, or equivalent, is perfect. Or use the shaft of a sturdy tapered awl. When the metal draw bore pin is firmly driven home the joint will pull tight.
With the metal draw bore pin in place, again use the square to check the angle between the stile’s mortise butment arris and the rail’s true arris. The knife edge of the outer tenon shoulder must be tight against the mortise butment. The inside tenon shoulder must not touch the stile. The end of the tenon must be 1/8" away from the bottom of the mortise. The stile and rail true faces must be in the same plane.
The Peg
When riving stock save the split offs for
pegs. Rive 1/2" square foot long sticks from perfectly straight
grained stock. Hold the stick in a shaving horse or vice and draw
knife or spokeshave a
2" long square on one end. Reverse the stick and make an 10" long
taper
from 1/2" to 3/32". After the tapered square is finished, shave
off
the corners and point the peg. It is easier to shave the
pegs
from green wood.
Whittling pegs is an alternative. However, I suggest that at
first
you shave pegs with a draw knife or spokeshave and methodically work
from
square to octagon. This appears to be a bother - especially if
you
don’t have a shaving horse - but these slender pegs are the heart
of
the joint. To be the best they can, they must be perfectly
straight
grained, flexible and have a gently tapered octagonal cross
section. The gentle taper allows the peg to flex and snake its
way through the offset hole in the tenon, draw the tenon completely
home and fill both the stile and tenon holes. At assembly the
stile should still have sufficient moisture content so that it will
compress under the pressure of the bone dry
driven peg.
Assembly
The peg must be bone dry at the time of
assembly. Cook it in the oven at 125°. The tenon should
be air dry and the
stile moist. Hold the long peg securely in one hand and the
hammer with
the other. As you drive the peg home you will hear an increase in
pitch
as the vibrating peg shortens. You will feel the peg solid
up.
Saw off the driven end of the peg leaving about 4". Drive this
shorter,
sturdier projection a little further. When you apply the power
necessary
(by moderate repeated blows) and hear the rising tone of the shortening
peg
and the thunk as it goes home you experience, as my friend Danny Barker
used
to say, "a real primitive deal!" If a peg hangs up, breaks or
shatters
during assembly - a ghastly situation - you may be able to drive it
back
out from the inside with a pin punch.
Saw the peg off close to the fair face and finish
with
a chisel. On the inside the projecting pegs can be sawn, chiseled
or
knocked off with a hammer. Predict what will happen to the peg as
the
stile dries and shrinks.
Conclusion
After assembly the stile and rail fair face will be dry enough to clean up the true faces with a well sharpened smooth plane or low angle block plane. Let’s have a look.
| End Vice Pole
Lathe Article |
Saw Steel Tapered
Reamer
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