Endgame study
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In the game of
chess Chess is a board game for two players, called White and Black, each controlling an army of chess pieces in their color, with the objective to checkmate the opponent's king. It is sometimes called international chess or Western chess to dist ...
, an endgame study, or just study, is a composed position—that is, one that has been made up rather than played in an actual game—presented as a sort of puzzle, in which the aim of the solver is to find the essentially unique way for one side (usually White) to win or draw, as stipulated, against any moves the other side plays. If the study does not end in a mate or stalemate, it should be obvious that the game is either won or drawn, and White can have a selection of many different moves. There is no limit to the number of moves which are allowed to achieve the win; this distinguishes studies from the genre of direct mate problems (e.g. "mate in 2"). Such problems also differ qualitatively from the very common genre of tactical puzzles based around the middlegame, often based on an actual game, where a decisive tactic must be found.


Composed studies

Composed studies predate the modern form of chess.
Shatranj Shatranj ( ar, شطرنج; fa, شترنج; from Middle Persian ''chatrang'' ) is an old form of chess, as played in the Sasanian Empire. Its origins are in the Indian game of chaturaṅga. Modern chess gradually developed from this game, as i ...
studies exist in manuscripts from the 9th century, and the earliest treatises on modern chess by the likes of Luis Ramirez Lucena and
Pedro Damiano Pedro Damiano ( pt, Pedro Damião; ''Damiano'' is the Italian form, much like the Latin ''Damianus''; 1480–1544) was a Portuguese chess player. A native of Odemira, he was a pharmacist by profession. He wrote ''Questo libro e da imparare gioca ...
(late 15th and early 16th century) also include studies. However, these studies often include superfluous pieces, added to make the position look more "game-like", but which take no part in the actual solution (something that is never done in the modern study). Various names were given to these positions (Damiano, for example, called them "subtleties"); the first book which called them "studies" appears to be ''Chess Studies'', an 1851 publication by
Josef Kling Josef Kling (19 March 1811 – 1 December 1876), also found in English-language sources as Joseph Kling, was a German chess master and chess composer. He has been called "a pioneer of the modern style of chess." Although Kling was an expert on e ...
and Bernhard Horwitz, which is sometimes also regarded as the starting point for the modern endgame study. The form is considered to have been raised to an art in the late 19th century, with
A. A. Troitsky Alexey Alexeyevich Troitsky (russian: Алексе́й Алексе́евич Тро́ицкий; March 14, 1866 – August 1942; also ''Alexei'', ''Troitzky'', ''Troitzki'') was a Russian chess theoretician. He is widely considered to have ...
and Henri Rinck particularly important in this respect. Most
composers A composer is a person who writes music. The term is especially used to indicate composers of Western classical music, or those who are composers by occupation. Many composers are, or were, also skilled performers of music. Etymology and Defi ...
, including Troitsky, Rinck, and other famous figures such as Genrikh Kasparyan, are known primarily for their studies, being little known as players. However, some famous players have also composed endgame studies, with
Emanuel Lasker Emanuel Lasker (; December 24, 1868 – January 11, 1941) was a German chess player, mathematician, and philosopher who was World Chess Champion for 27 years, from 1894 to 1921, the longest reign of any officially recognised World Chess Cham ...
,
Richard Réti Richard Selig Réti (28 May 1889 – 6 June 1929) was an Austro-Hungarian, later Czechoslovakian, chess player, chess author, and composer of endgame studies. He was one of the principal proponents of hypermodernism in chess. With the exc ...
,
Vasily Smyslov Vasily Vasilyevich Smyslov ( rus, Васи́лий Васи́льевич Смысло́в, Vasíliy Vasíl'yevich Smyslóv; 24 March 1921 – 27 March 2010) was a Soviet and Russian chess grandmaster, who was World Chess Champion from 1957 t ...
, and
Jan Timman Jan Timman (born 14 December 1951) is a Dutch chess grandmaster who was one of the world's leading chess players from the late 1970s to the early 1990s. At the peak of his career, he was considered to be the best non-Soviet player and was known a ...
being perhaps the most notable ones.


Examples

Richard Réti Richard Selig Réti (28 May 1889 – 6 June 1929) was an Austro-Hungarian, later Czechoslovakian, chess player, chess author, and composer of endgame studies. He was one of the principal proponents of hypermodernism in chess. With the exc ...
's study is one of the most famous of all time. It is White to play and draw. At first sight, this seems an impossible task: if White tries to chase after Black's pawn he can never catch it (1.Kh7 h4 2.Kh6 h3 etc. is clearly hopeless), while it is clear that Black will simply take White's pawn if he tries to promote it. White can draw, however, by taking advantage of the fact that the king can move towards both pawns at once. The solution is 1. Kg7 h4 (1...Kb6 2. Kf6! h4 3.Ke5! transposes) 2. Kf6! Kb6 (if 2...h3, then 3.Ke6 h2 4.c7 Kb7 5.Kd7 allows white to promote his pawn) 3. Ke5! Now, if 3...Kxc6, then 4.Kf4 stops Black's pawn after all, while if 3...h3 4.Kd6 allows White to promote his pawn. Either way, the result is a draw. (Also see
King and pawn versus king endgame The chess endgame with a king and a pawn versus a king is one of the most important and fundamental endgames, other than the basic checkmates. It is an important endgame for chess players to master, since most other endgames have the potential of ...
, the section Rule of the square.) Not all studies are as simple as the above Réti example. This study (first diagram) is by Genrikh Kasparyan (first published in ''Magyar Sakkélet'', 1962). White is to play and draw. The main line of the solution is 1. Ra1 a2 2. Ke6 Ba3 3. Bf4 Bb2 4. Be5 a3 5. Kd5 Bg6 6. Bd4 Bf7+ 7. Ke4 Bc4 8. Rg1, but there are various alternatives for both sides. For example, White could try 1.Bf4 on his first move, with the idea 1...Bxa2 2.Bxd6 and 3.Bxa3 is a draw, but Black can defeat this idea with 1...Bxf4 2.Rxa3 Bc2, which wins. To understand why one move works and another one does not, requires quite advanced chess knowledge. Indeed, it will not be obvious to many players that the position at the end of the given line (second diagram) is a draw at all. One of the most notable studies is
Leopold Mitrofanov Leopold Adamovich Mitrofanov (July 2, 1932November 26, 1992) was a Russian chess composer, an International Judge of Chess Composition (awarded 1971) and an International Master of Chess Composition (awarded 1980). He was born in Leningrad (now St ...
's 1967 first-prize winner. Unfortunately, Mitrofanov's original study was subsequently found to have a , a miraculous defense that enabled Black either to obtain
perpetual check In the game of chess, perpetual check is a situation in which one player can a draw by an unending series of checks. This typically arises when the player who is checking cannot deliver checkmate, and failing to continue the series of checks give ...
or reach a drawn ending. Solution: 1. b6+ Ka8 2. Re1! Nxe1 3. g7 h1=Q (if 3...Nc4+ then 4.Kb5 h1=Q 5.g8=Q+ Bb8 6.a7 Na3+ 7.Kc6 Qh2 8.axb8=Q+ Qxb8 9.b7+ Ka7 10.Qg1+ Ka6 11.Qb6 mate) 4. g8=Q+ Bb8 5. a7 Nc6+ 6. dxc6 Qxh5+ 7. Qg5 (not 7.Ka6 Qe2+ or 7.Kb4? Qh4+ with perpetual check) Qxg5+ 8. Ka6 (the queen is deflected from the white diagonal where she could give check) 8... Bxa7 (or 8...Qb5+ 9.Kxb5 Nc2 10.c7 and wins) 9. c7! (a silent move; the double threat c8=Q+ and b7 mate forces Black to sacrifice the queen) 9... Qa5+ 10. Kxa5 Kb7 11. bxa7 and White wins.


Early example

Most old
shatranj Shatranj ( ar, شطرنج; fa, شترنج; from Middle Persian ''chatrang'' ) is an old form of chess, as played in the Sasanian Empire. Its origins are in the Indian game of chaturaṅga. Modern chess gradually developed from this game, as i ...
studies are not valid in modern chess because of changed rules. However, the moves of the king, rook, and knight are unchanged. In this Arabic study White wins because the black knight is poorly placed. With White to move the best move is 1. Rd1, but it is not the only winning move. If Black is to move, 1... Kb8! 2. Kc6! Na5+! 3. Kb6! Nc4+ 4. Kb5! Ne5 5. Re1! Nd7 6. Kc6! wins.


Studies and special moves

The special moves or rules of chess, such as castling, underpromotion, double-square pawn advance, and ''
en passant ''En passant'' (, "in passing") is a method of capturing in chess that occurs when a pawn captures a horizontally adjacent enemy pawn that has just made an initial two-square advance. The capturing pawn moves to the square that the enemy paw ...
'' are commonly a key feature of studies, as are
sacrifices Sacrifice is the offering of material possessions or the lives of animals or humans to a deity as an act of propitiation or worship. Evidence of ritual animal sacrifice has been seen at least since ancient Hebrews and Greeks, and possibly exis ...
.


Castling

Castling in the
endgame Endgame, Endgames, End Game, End Games, or similar variations may refer to: Film * ''The End of the Game'' (1919 film) * ''The End of the Game'' (1975 film), short documentary U.S. film * ''Endgame'' (1983 film), 1983 Italian post-apocalyptic f ...
occurs seldom and is more often seen in studies. Here is one example where White wins by privilege of castling rights. : 1.0-0-0? Ra2! 2.d7 Ra1+ 3.Kc2 Rxd1 4.Kxd1 Kc7 drawn. White needs: 1. d7! Kc7 2. d8=Q+! Kxd8 3. 0-0-0+ simultaneously attacking the
king King is the title given to a male monarch in a variety of contexts. The female equivalent is queen, which title is also given to the consort of a king. *In the context of prehistory, antiquity and contemporary indigenous peoples, the tit ...
and
rook Rook (''Corvus frugilegus'') is a bird of the corvid family. Rook or rooks may also refer to: Games *Rook (chess), a piece in chess *Rook (card game), a trick-taking card game Military * Sukhoi Su-25 or Rook, a close air support aircraft * USS ...
that is captured next move.


Study engineering

With the creation and popularization of chess-playing computer software programs, a number of which have achieved
Elo ratings The Elo rating system is a method for calculating the relative skill levels of players in zero-sum games such as chess. It is named after its creator Arpad Elo, a Hungarian-American physics professor. The Elo system was invented as an improved c ...
higher than top human players, many composers collaborate with them both in composing and solving compositions. Though proven to be helpful, positions have been found which cause even the strongest engines to incorrectly evaluate the outcome. Chess master
Frédéric Lazard Frédéric Lazard (20 February 1883, in Marseille – 18 November 1948, in Le Vésinet) was a French chess master, problemist and journalist. He lived in Paris, where he played in many local tournaments. He took twice 4th place in 1905, shared 3 ...
's 1946 composition is White to play and draw. As of early 2021, top chess engines such as Stockfish evaluate the position as clearly won for Black. Solution: 1. Ne4+ Kh4 (1...dxe4 2.Be1#) 2. Ng3! Qf8 (2...fxg3 3.Bb6) 3. Be1 fxg3 4. Bf2! d4 (4...Qxf2 stalemate, 4...gxf2 5.g3+ Kh3 stalemate) 5. Bxd4 c5 6. Bxc5 Qf1+ 7. Bg1 Qf2 8. Bxf2 gxf2 9. g3+ Kxg3 drawn.


See also

*
List of chess endgame study composers Note: Russian names may be written with other spellings. The list is ordered alphabetically by surname. * Yochanan Afek (born in Tel Aviv 1952). Israeli chess master and composer of endgame studies and problems. Grandmaster for chess compositi ...
*
Saavedra position The Saavedra position is one of the best-known chess endgame studies. It is named after the Spanish priest Fernando Saavedra (1849–1922), who lived in Glasgow during the late 19th century. Though not a strong player, he spotted a win involving ...


References


Further reading

* * *John Beasley and Timothy Whitworth, ''Endgame Magic'' (Batsford, 1996), an introduction to the subject *
A. J. Roycroft Arthur John Roycroft (born 25 July 1929, London) is an English chess endgame study composer and author. Chess career In 1959 he was awarded the title International Judge of Chess Compositions. In 1965 he founded '' EG'', the first long-running j ...
, ''Test Tube Chess'' (Faber, 1972), a general overview of studies, including 433 examples *''Flemish miniatures. 123 chess endgame studies'', composed, compiled and published by Ignace Vandecasteele,
Julien Vandiest Julien may refer to: People * Julien (given name) * Julien (surname) Music * Julien (opera), ''Julien'' (opera), a 1913 poème lyrique by Gustave Charpentier * Julien (album), ''Julien'' (album), by Dalida, 1973 * Julien (song), "Julien" (so ...
and Roger Missiaen, 1998, ARVES ‘book of the year’ 1997, . The best studies of the
three musketeers 3 is a number, numeral, and glyph. 3, three, or III may also refer to: * AD 3, the third year of the AD era * 3 BC, the third year before the AD era * March, the third month Books * '' Three of Them'' (Russian: ', literally, "three"), a 1901 ...
of the
Flemish Flemish (''Vlaams'') is a Low Franconian dialect cluster of the Dutch language. It is sometimes referred to as Flemish Dutch (), Belgian Dutch ( ), or Southern Dutch (). Flemish is native to Flanders, a historical region in northern Belgium; ...
endgame community. *''360 Brilliant and Instructive End Games'', by A. A. Troitzky, 1968, Dover Pubns. . A collection of 360 endgame studies by Troitsky. *''One Pawn Saves the Day: A World Champion's Favorite Studies'', by Sergei Tkachenko, 2017, Limited Liability Company Elk and Ruby Publishing House . 100 studies whose common theme is that white ends up with just one pawn in the finale, yet manages to win or draw. *''One Knight Saves the Day: A World Champion's Favorite Studies'', by Sergei Tkachenko, 2017, Limited Liability Company Elk and Ruby Publishing House . 100 studies whose common theme is that white ends up with just one knight in the finale, yet manages to win or draw. *''One Bishop Saves the Day: A World Champion's Favorite Studies'', by Sergei Tkachenko, 2017, Limited Liability Company Elk and Ruby Publishing House . 100 studies whose common theme is that white ends up with just one bishop in the finale, yet manages to win or draw. *''One Rook Saves the Day: A World Champion's Favorite Studies'', by Sergei Tkachenko, 2017, Limited Liability Company Elk and Ruby Publishing House . 100 studies whose common theme is that white ends up with just one rook in the finale, yet manages to win or draw. * *


External links


ARVES biographical data on composers

Handbook of Chess Composition
{{Chess, state=collapsed Chess endgames Chess problems