Materials & manufacture · National 5

Measuring & marking out

7 cards · 7 quiz · 0 exam
What you're learning in this topic

Learning intention WALT

We are learning about measuring & marking out, specifically to:

understand

  • how to mark out a housing, halving or bridle joint
  • how to mark out a hole centre, radius and fold line on metal
  • why marking out starts from a datum

be able to

  • choose the correct marking-out tool for wood, metal and plastic

Success criteria WILF

  • I can choose the correct marking-out tool for wood, metal and plastic
  • I can describe how to mark out a housing, halving or bridle joint
  • I can describe how to mark out a hole centre, radius and fold line on metal
  • I can explain why marking out starts from a datum

Why marking out matters N5

  • Every accurate part starts with accurate lines. Errors in marking out carry through to cutting, joining and assembly.
  • Mark from a datum: the face side and face edge on wood (marked with the face side symbol), or two filed straight, square edges on metal.
  • Mark the waste clearly (hatch or cross it) and cut on the waste side of the line.
  • Exam tip: in "describe how you would mark out" questions, name the tool and say what it marks. A list of tools scores nothing.

Wood: tools and what they mark N5

ToolWhat it does
Steel rule + pencilMeasure and mark positions along the length
Try squareSquare a line across the face and edges at 90° to the face edge; check squareness
Marking knifeCuts the fibres along a shoulder line so the saw cut is crisp and doesn't tear
Marking gauge (one spur)A line parallel to an edge: depth of a housing, rebate or halving; the centre of a dowel joint
Mortise gauge (two spurs)Two parallel lines at once, set to the chisel width: mortise and tenon, bridle joints
Sliding bevelLines at an angle other than 90° (dovetails, chamfers)
BradawlMarks a hole centre and starts screw pilot holes

Worked example: corner bridle joint N5

  1. Plane the face side and face edge and mark them.
  2. Measure the width of the mating piece from the end with a steel rule and mark it with a pencil.
  3. Square the shoulder line all round both pieces with a try square, then go over it with a marking knife.
  4. Set the mortise gauge spurs to the width of the chisel (about one third of the timber thickness) and set the stock so the gap is central.
  5. Working from the face side, gauge the two lines from the shoulder, across the end and back to the shoulder on both pieces without changing the setting.
  6. Hatch the waste: the middle on the slot piece, the two outer cheeks on the tenon piece.
Slot (open mortise) Tenon face sideface side shoulder line: try square+ marking knife, all round mortise gauge, set to the chisel width,used from the face side on both pieces
Both halves are marked with the same mortise gauge setting so they fit. Hatched areas are waste: the middle comes out of the slot, the two outer cheeks come off the tenon.

Cutting: saw down on the waste side with a tenon saw; on the slot, remove the waste with a coping saw then chisel to the shoulder line (or drill out first); on the tenon, saw the cheeks then cut the shoulders with the work held on a bench hook.

Worked example: housing joint N5

  1. Mark the position of the shelf with a steel rule and pencil, using the shelf itself to set the width.
  2. Square both lines across the side with a try square and marking knife.
  3. Set a marking gauge to the depth (about one third of the thickness) and gauge between the lines on both edges.
  4. Hatch the waste.

Cutting: clamp a guide block on the line with a G-clamp, saw the sides with a tenon saw to the gauge line, remove the waste with a chisel and mallet, and level the bottom with a hand router.

Metal: tools and what they mark N5

ToolWhat it does
Engineer's blue (marking blue)Dye painted on first so scribed lines show up clearly
Steel ruleMeasure from the datum edge; set odd-leg callipers and dividers
ScriberScratches a fine, permanent line (the metalwork "pencil")
Engineer's squareLines at 90° to a datum edge, e.g. a fold line; checks squareness
Odd-leg callipersLine parallel to an edge, e.g. a centre line along a bar
Centre punch + ball-pein hammerA dimple at a hole centre so the drill doesn't wander; also the centre for dividers
Spring dividersScribe circles, arcs and corner radii from a punched centre
TemplateDraw round for repeated or complex shapes

Worked example: bracket with a radius, hole and fold line N5

  1. File two edges straight and square to each other to act as datum edges.
  2. Apply engineer's blue and let it dry.
  3. Set odd-leg callipers with a steel rule and run them along a datum edge to scribe the centre lines.
  4. Centre punch where the lines cross to mark the hole centre.
  5. For the radius: mark the centre of the arc (odd-legs from both datum edges), centre punch it, set spring dividers to the radius on a rule and scribe the arc.
  6. For the fold line: measure the position from the end with a steel rule, then scribe across with an engineer's square held against the datum edge and a scriber.
engineer's blue on the surface centre line: odd-leg callipers hole centre: centre punch fold line: engineer's squareand scriber radius: dividers from a punched centre blue edges = datum edges, filed straight and square
Work from two straight datum edges. Every line is scribed through engineer's blue so it shows up clearly.

Then: cut the corner with a hacksaw or tin snips, file to the radius line and remove burrs with emery cloth; drill the hole; clamp in bending bars with the fold line level with the top and bend with a mallet.

Plastic (acrylic) N5

  • Leave the protective film on and mark on it with a pencil, or use a non-permanent spirit marker or chinagraph pencil on the plastic.
  • Use masking tape where the film has been removed; double tape stops a compass point slipping.
  • A scriber works but scratches the surface, so only use it on lines that will be cut away.
  • Draw round a template for repeated shapes, and mark out in a corner of the sheet to reduce waste.

Key terms

Datum (wood)Face side and face edge, planed true and marked, that all measurements are taken from.
Datum (metal)Two edges filed straight and square, used as the reference for all marking out.
Engineer's blueMarking dye applied before scribing so lines show clearly on metal.
Marking knifeCuts wood fibres along a shoulder line for a crisp saw cut.
Spring dividersScribe circles and radii on metal from a centre-punched point.
Fold line on metalScribe across with an engineer's square against the datum edge and a scriber.
Bridle joint gauge settingMortise gauge set to the chisel width, used from the face side on both pieces.

Quick check

1. Which tool marks both lines of a bridle joint at the same time?

  1. Marking gauge
  2. Mortise gauge
  3. Try square
  4. Sliding bevel
Show answer
B: Mortise gauge. Two spurs mark both lines in one pass.

2. What is put on mild steel before scribing lines?

  1. PVA
  2. Masking tape
  3. Engineer's blue
  4. Wax
Show answer
C: Engineer's blue. The blue dye makes scribed lines easy to see.

3. Which tool scribes a corner radius on metal?

  1. Odd-leg callipers
  2. Marking knife
  3. Engineer's square
  4. Spring dividers
Show answer
D: Spring dividers. Dividers work like compasses from a punched centre.

4. A fold line across a steel strip is marked with…

  1. Engineer's square and scriber
  2. Try square and a soft pencil
  3. Marking gauge and a ruler
  4. Bradawl and a steel rule
Show answer
A: Engineer's square and scriber. Engineer's square against the datum edge, with a scriber.

5. Why is a marking knife used along a shoulder line?

  1. To mark a line on metal before filing it
  2. To cut the fibres for a clean saw cut
  3. To find the centre of the workpiece
  4. To mark curved lines accurately
Show answer
B: To cut the fibres for a clean saw cut. It stops the grain tearing at the shoulder.

6. A centre line along a metal bar is best marked with…

  1. Mortise gauge
  2. Try square
  3. Odd-leg callipers
  4. Sliding bevel
Show answer
C: Odd-leg callipers. Odd-legs run along the edge to scribe a parallel line.

7. Why should marking out start from a datum?

  1. It is quicker because fewer lines need to be drawn
  2. It hides any marking-out lines after the part is cut
  3. It means a try square isn't needed for any lines
  4. All measurements come from one true reference, so errors don't add up
Show answer
D: All measurements come from one true reference, so errors don't add up. A consistent reference keeps parts accurate.

Printable worksheet

An I do, we do, you do worksheet for this topic, with a separate answer sheet.

Worksheet (PDF)Answers (PDF)