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Comprehensive Guide to Basic to Intermediate Honing

***Author's Notes***
I did not actually invent anything discussed herein. Even though I had no one to teach me how to hone when I started SR shaving eight or so years ago, the techniques I employed were already used for hundreds of years. The x-stroke was taken from my experience with knife honing & possibly from some fellow in a knife shop who claimed he honed razors. A step progression has probably been used since the beginning of time. The pyramid method has been made popular by Lynn Abrams and he has made many posts about the pyramid scheme, the latest is hot-linked in the tutorial.

I do not include very detailed instructions on how to hone a smiling blade because I consider such honing intermediate to advanced honing and information about the subject can be found elsewhere. My goal is simply to give a person interested in honing the comprehensive guide I never had. Knowing what grit stones to buy is extremely important. I learned that the hard way by being sold an 800 grit stone by a knife store salesperson and trying to shave off that stone. I don't recommend it, it was not fun times and I lost $40.


The Equipment
First thing you need are some stones. But there are dozens, hundreds, perhaps even thousands of options out there. In the end, what you want to match your equipment to the task at hand. Do you want to only touch up your razor? Do you really want to learn how to hone a razor? Will you only be honing razors that need a touch up? Ebay clunkers? Badly damaged razors?

As you can see, the first thing you need to figure out is how badly you want to learn how to hone, and what you really want to accomplish.

Touch-ups Only
So you only want to do touch ups to an already expertly honed razor. Well, to be honest, the cheapest and best way to keep your razor shaving sharp is to get some chromium oxide and an extra strop. The chromium oxide works very well with a cloth-like piece. So felt, linen, cotton, etc strops will work just fine. If your wallet is exceptionally thin, a piece of balsa wood glued to a harder wood will do the trick in a pinch.

Just sparingly apply the chromium oxide to the substrate and use the same motions as stropping. How to apply crox powder. Alternative method. If you purchase the crayon version, just rub it on the chosen medium lightly and then wipe off the excess with a paper towel. Remember, you do not need to make your strop look a deep green. All that is needed is enough to lightly coat the surface.
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If you really want to use a stone for touch ups, you’re going to want a finishing stone. A finishing stone is a stone used after the 8k stone. Natural finishing stones include Nakayama, Escher, coticule with just water, etc. Synthetic stones include: Shapton 16k, Nani 12k, Spyderco UF, etc. Barber’s hones are also a great option. After all, touch ups are what they were made for!

The first thing you need to decide is whether you want a synthetic or natural stone. A natural stone will have more variance between each stone, whereas a synthetic is supposed to be the same exact stone, no matter which you buy. Cost is probably going to be a factor here as well. Economical options are either a Chinese stone (available at woodcraft) or a barber’s hone.

In the synthetics world, it really doesn’t matter which stone you choose. It’s a personal choice that comes down to the feedback of the stone, how quickly it cuts, and how the finished blade when shaving. If you have the time and patience, try to find people who have the stone you want to purchase and ask them to finish your razor on it.

Everything Else
For light to moderate honing, you are going to want at least an 8k stone, preferably a 4k and 8k stone. Norton makes a 4k/8k combo stone, which is a pretty good buy. Again, there are natural and synthetic options, but I recommend sticking with the synthetic stones unless you want to go the single coticule route. You will also want some form of magnification, a 10x BelOmo eye loupe is what I prefer. They are incredibly cheap for the quality of optics you receive. Another inexpensive option is the Radioshack $10 microscope (I don’t suggest this). The magnification is used to check for chips too small for your eye to see, facilitation of the marker test, etc.

For heavier honing (razors requiring a bevel reset), you are going to need a 1k stone. Norton, DMT, Naniwa, and Shapton all make 1k stones and below. Norton makes a 1k/220 grit combo stone. DMT stones are diamond hones and cut quite fast. However, they leave scratch marks. Naniwa makes a nice 1k stone that gives a darn good polish for a 1k stone. It is recommended to stick with one manufacturer of synthetic stones. Thus, if you bought a Shapton 4k/8k set, buy the Shapton 1k and below.
For restoration work (razors requiring bevel establishment/chips/other edge damage), you need a lower grit stone than 1k. DMT 320 or Shapton, Norton, & Naniwa 220 grit stones are good options. The point of this low grit stone is to cut through the metal quickly so you can reach the undamaged portions of the edge and get that bevel set using the 1k stone. More on this later.
In summary: figure out exactly what you want to do with your razor(s); try to stick with one brand; have fun!
 
The Plan (I’ve got these things you call hones, now what!??)

Now that you have the stones you need to figure out how to use them. But before that, let’s discuss planning your honing venture.

Touch-ups
For touch ups, you really just want to do enough strokes on the pasted strop or finishing stone so that the edge gets back to the level you want. Touch-ups mean the edge is still shaving sharp, but not quite to the standards you expect/demand. When your razor gets to this point, don’t wait. Do laps in sets of 10, do a patch test (shave a patch of hair) and determine if you want the razor to be sharper. Repeat until the razor is performing up to your standards.

Honing
I am going to discuss the hone plan from a 1k stone all the way up to finishing in this section.
The first thing that needs to be done is the bevel. The razor should be able to shave some arm hairs coming off the 1k stone. The razor should also pass the marker test (explained in the actual honing section). If the razor is too dull to shave anything, more work is needed. The razor should behave like a very sharp pocket knife. Even pocket knives can shave arm or leg hairs. Once the bevel is done, you can move on. BUT NEVER BEFORE. Getting the bevel right is the most important step.

After the bevel is done, you must make a choice. To do a regular 4k/8k progression, or use the pyramid. The end result is the same, the razor must shave acceptably at the end.

Pyramid
The pyramid is a good starting point. The point of the pyramid is to do equal laps on the 4k and the 8k, until you get down to one lap. The pyramid provides structure and a solid attack plan. A possible pyramid looks like this:
25/25
15/15
10/10
5/5
3/3
1/3
1/5

As you can see, it’s called a pyramid because the starting point has a larger number of laps than the end point. The pyramid is completely customizable and you can add a step (such as 20/20 or 2/2), change the number of strokes, and start at any step in the pyramid. If the razor is coming off the 1k stone, I recommend starting at 25 laps. If the razor is pretty close to being shave ready, I recommend starting at 10 laps or 5 laps. Where to start will become clearer with experience. When the pyramid is finished, the razor should be shaving sharp. The razor should be sharp all along the edge. If it is not, then go back to the 3 or 5 lap step. Remember, the bevel must be set before embarking upon the pyramid. Also, the pyramid illustrated above is only a guideline, feel free to craft the pyramid plan to your liking. More on Pyramids


Regular Progression
A regular progression means to stay on the 4k stone until the razor is “done” and then move on to the 8k stone until it is shave ready. The 4k stone is done when it is pretty darn close to shaving or when it won’t get any sharper. The test I use is to pop off my arm hairs using a 30 degree angle. It will take a lot of trial and error for you to develop your own test to determine whether the razor is done or not. Remember, the razor should be sharp all along the edge. I recommend doing 30 laps and continue in 10 lap increments until the razor is “done.” This is a more advanced method because it requires the honester to know how sharp the razor should be coming off the 4k stone. No amount of words will truly explain it, you’re going to have to figure it out for yourself because each person’s hairs are different. But a good starting point is whether the razor shaves arm hairs significantly better than off the 1k stone. I recommend doing 5 more laps just to make sure the edge will not get any better while you are developing your “4k test.”

Once done with the 4k stone, the 8k stone really just brings the edge to its final shaving sharpness. Not many strokes are needed at this point. Start with 10 laps and repeat until the edge is shaving acceptably. Each set of stones behaves differently and may require more or less laps than another stone from a different manufacturer. For example, the spydercos cut significaly slower than the Naniwas. However, the principals are the same. Continue doing laps in small increments until the razor passes that benchmark.

To tape or not to tape, that is the question

Taping the spine has a long and sordid history ever since it was first conceived. I am not going to go into the history of taping or the debate whether or not to tape. In this guide I will merely explain the benefits and potential drawbacks of taping the spine.

Taping the spine raises the angle of the bevel by a very small degree, making it more obtuse. The actual degree change is somewhere between .5 to 2 degrees (too small to really make a difference). The benefits of using tape on the spine include: protecting the spinework, eliminating further spine wear, makes a wedge easier to hone, less wear & tear on your hones, etc. By raising the spine off the hone, you no longer need to grind away at the spine in order to grind the bevel. Consequently, your hone is “used” less. By making the bevel angle more obtuse, less metal needs to be removed from the bevel when resetting, thus reducing the time needed for a bevel reset. (Not an issue with hollow ground blades, but it certainly reduces time spent honing wedges)

The cons to using tape are more long term. By not removing metal from the spine and removing metal from the edge, you are slowly increasing the bevel angle with each honing session. Eventually, your razor’s bevel angle will become too obtuse to be comfortable. How long this will take depends upon several factors. However, it is unlikely this will happen within 10-20 years. Other people think tape on the spine cheats future buyers because they don’t know how much actual honing the razor has received.
In the end, you must decide for yourself whether you want to tape or not. There is no majority opinion among honemeisters.

Various Sharpness Tests Explained

Finishing & Final Thoughts
I am going to start this section by saying, more does not mean better. Doing more strokes than necessary does not improve the edge. If it does improve the edge, then you weren’t done. More strokes than necessary are, at the very least, wasteful and at worst, you could create a wire edge. More theory & thought has been devoted to the subject of over-honing and “less is more” than is able to be encompassed within this guide.

Finishing your razor is something very personal. Each of us needs to find out which medium and which progression produces that final edge that we love. The progression is the same as doing touch ups. Do laps in small increments until the razor is dialed in.

Now that everything has been explained, this is how I do it.
Set the bevel on the 1k => 40 laps on the 4k (30 done in circles to save time) => 10 laps on the 8k => 10 laps on the 12k => 30-40 laps on a pasted strop or 15 laps on a 30k stone.
I continue experimenting with different methods and materials in search of the ultimate edge. My most recent discovery is the rediscovery of the double bevel in conjunction with a very finely lapped Spyderco UF. The edge is incredibly sharp and buttery smooth. I accomplish this by simply adding a layer of tape before the 12k stone. The spyderco was lapped using 1k grit sandpaper until a superfine polish was achieved. Do not ask me how long it took. It took forever. 

Actual Honing (The Stuff I Came Here For!)
Now that you have the plan laid out, it is time to discuss the actual honing of a razor. I will discuss how to grip the razor and guide you through an x-stroke.

The Grip
You grip the tang of the razor in between the thumb and index finger. Your pinky finger should be curled around the scales. The other two fingers are support fingers and should be curled around the scales/tang. The only pressure needed by the index and thumb is whatever is necessary to control the razor on the stone. You do not need to grip the tang tightly at all. The pinky finger controls the angle of the blade in relation to the surface of the hone. This will make more sense after reading the rolling stroke section.
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The Platform
It is possible to hold the hone in your hand. However, if the hone is heavy, this becomes extremely uncomfortable. In addition, your hand is not a stable surface. Placing the hone on your lap is an option, but the best option is to place the hone on a stable surface, i.e. a table. You don’t have to follow this advice, but I get better results “benching” the hone.


The X-Stroke
The X-stroke is my stroke of choice. I use it because it works. The x-stroke helps to overcome any irregularities in the spine/edge and hone. Much thought has been devoted as to why the x-stroke works, but that is not the purpose of this guide. That said, a push stroke will also work. A push stroke is also self explanatory and needs no guide.

The stroke starts by laying the razor on the hone, the entire spine and edge should be touching the surface. I start the razor at a slight angle, but you can start the razor perpendicular to the hone.
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If sitting, keep your elbow at or slightly above the level of your hand; if standing your elbow will naturally position itself above the hand (unless the hone is chest high). Pull the razor towards you and to the right. Pull straight towards you, not down, not up (this is why you keep your elbow at/above hand level). Use your pinky finger to make sure the spine and edge are flush with the stone.
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Rotate the razor on the spine as shown. NEVER ROTATE THE RAZOR ON THE EDGE. For obvious reasons.
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After facing the razor in the opposite direction, repeat the above steps in the opposite direction.


Rolling X-Stroke
The rolling-x is needed for razors with a pronounced smile. The stroke is exactly the same as a regular X-stroke, but the pinky is used to control the angle of the razor. The pictures below are an exaggerated rolling-x. The stroke starts with the heel of the razor lower than the toe. The middle is honed parallel to the surface of the hone, and the stroke is finished with the heel higher than the toe. The pictures explain the process. To adjust the height, adjust the tension of your pinky finger.

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Another method is used by Ken Rup. You can check it out here.


Water & Marker Test
To help determine whether the entire edge or the part of the edge you are honing is actually making contact with the hone, you can watch the water in front of the edge. The edge should be acting as a snow plough. It should look something like this:
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The marker test is to take a permanent marker, color the edge of the razor, do a couple of strokes on your stone and check under magnification if the very edge still has marker on it. If the entire bevel is shiny, your stroke is fine and the bevel is established.

Final Thoughts
And that is it. A basic run through of everything you need to know in order to hone. Other more advanced strokes and techniques exist, but you should perfect the x-stroke before attempting to tackle those.
 
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B

BrightFutur

Thanks Leighton!

Very helpful stuff, especially as I am about to start my journey into the world of honing!

Edit: A quick newbie question: Do you have to change your grip, or do you ever run into problems with your fingertips getting in the way on the 'return' pass of the X stroke in your picture? It seems like by the time you did as much of an X stroke on the way back as you did on the first half, you would be getting close to the scales?
 
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Excellent tutorial....thanks for sharing that!
One thing I've always wondered about is the pyramid. When sharpening any blade, I've always progressed step-wise to finer grits. In the Lyn Abrams video, he describes counting strokes while alternating between two different grits. I don't understand the logic behind that at all.
When working with a razor, I am pretty much unable to detect a burr by feel as I can with a knife. I've always used the burr as a signal that I'm done with one grit and ready to go finer.
Does anyone else follow Lyn's method?
 
Thanks Leighton!

Very helpful stuff, especially as I am about to start my journey into the world of honing!

Edit: A quick newbie question: Do you have to change your grip, or do you ever run into problems with your fingertips getting in the way on the 'return' pass of the X stroke in your picture? It seems like by the time you did as much of an X stroke on the way back as you did on the first half, you would be getting close to the scales?

On the return pass for the x-stroke, you slide the spine across to the position you started, not just backtracking the same path.
Like this:
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It is my Bookmark now.. How Timely. I am just looking into get a set of Hones to keep the razors touched up.

Thanks again

Ameet
 
I don't understand the logic behind that at all
Lynn would say there is not much logic behind it,
no scientific observations.
But experience (and of that he has a lot) showed him it worked
and so it works for many others.
I personally don´t use it and never did

I quess it´s as always "he who shaves smoothest is right" :tongue_sm
 
Thanks everyone. I've been thinking about doing something like this for a while. You know, because I keep seeing the same questions being asked a lot. :tongue:

re: pyramid honing
Logically, the pyramid does the same thing as a progression does. You use a 4k stone, then step up to the 8k stone. Look at the bottom, 25/25; it could be a regular progression. (I usually start at 10) The real kicker is when you start at 10 laps and why it works. It is still similar to a regular progression, if you add up the number of 4k laps, it is 10+5+3+1+1 = 20. The number of 8k laps is then: 10+5+3+3+5 = 26. Again, adding up the numbers, you get a regular progression. Add up the total number of laps and you get 46. My "step" progression is 40 laps on the 4k and 10 laps on the 8k. That is 50 laps total.

As you can see, you aren't exactly cutting down on the number of laps. Your just doing them in a different way. The pyramid uses more 8k laps, my progression uses more 4k laps. Both achieve the same result. Neither is better, just that one is more structured.

Thus, that is why the pyramid method is a great starting tool. It really keeps you from second guessing. In order to become truly proficient at the step method, you really have to know exactly how sharp the razor should be after the 4k stone. You can only get this with experience. With the pyramid method, if the razor doesn't shave, you go back a few steps. With the step method, its harder to know what to do without a lot of experience under your belt if the razor doesn't shave at the end. (Does it just need more polishing? Does it need to go back to the 4k? etc.)
 
Interesting material, Leighton. I'm sure many people will find it highly useful.

May I humbly suggest, though, to change the bit that says "A typical pyramid" to "one possible pyramid"? Because as Lynn rightly says, "LESS STROKES ARE BETTER!!!".

Some more background about how those pyramids work can be found in an article by Lynn (to give credit where it is due, because he made this approach popular).

Likewise, a few words on various sharpness tests to be used along the way to a shaving sharp edge might help your readers get better results more predictably.

Kind regards,
Robin
 
Interesting material, Leighton. I'm sure many people will find it highly useful.

May I humbly suggest, though, to change the bit that says "A typical pyramid" to "one possible pyramid"? Because as Lynn rightly says, "LESS STROKES ARE BETTER!!!".

Some more background about how those pyramids work can be found in an article by Lynn (to give credit where it is due, because he made this approach popular).

Likewise, a few words on various sharpness tests to be used along the way to a shaving sharp edge might help your readers get better results more predictably.

Kind regards,
Robin

Thanks, added the stuff.
 
I guess using a pyramid is simply a style choice, as opposed to straight progression. I've always simply used a coarser grit to remove metal, then used burr formation as my indicator to move to a finer stone. As such, switching back and forth seems counter-intuitive. I have tried the pyramid method and couldn't detect any real advantage. Plus, I found counting strokes and keeping track of where I was at to be a bit tedious.
At least for myself, the old KISS adage is applicable to honing.
 
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