Showing posts with label Modern School. Show all posts
Showing posts with label Modern School. Show all posts

14 March 2017

Principle of Development: Early History

Morphy is sometimes credited with inventing the concept of development, or at least understanding it better than anyone else before those who followed him began to articulate it in their books and articles.
James Stripes, "Chess at the Opera" (2 February 2017)

Development Theory

Paul Morphy (1837-1884) is often credited with having been the first chess master to comprehend the principle of development. Richard Reti seems to credit him with practically inventing the concept.
[T]his is Morphy's most important discovery--it is essential to develop he pieces without delay, to bring them quickly into action and not to lose any time. Morphy's contemporaries on the contrary indulged all too frequently in premature attacks with their forces insufficiently developed, or in unnecessarily timid defensive moves.
Reti, Masters of the Chessboard (2012), 20.
Max Euwe expresses the point with slightly more nuance, and filtered through the writings of Wilhelm Steinitz.
Development, the centre, open lines; these, according to Steinitz, were the three leading principles which Morphy followed. They were for him prime objectives, absolutely fundamental factors in the battle, whereas for Anderssen they had real significance only insofar as they furthered some previously selected aim.
Euwe, The Development of Chess Style (1966), 23.
In Paul Morphy and the Evolution of Chess Theory (1993), Macon Shibut challenges Reti's claim, echoed by Euwe. Shibut analyzes Morphy's games with Anderssen, and Reti's analysis of them, demonstrating a tendency by Reti to force the facts of the games to conform to his thesis. Morphy's development was systematic and intentional. Anderssen's development was haphazard and incidental. Shibut argues that their games reveal otherwise.

Shibut states, "Whatever the date of its first explicit formulation, the principle of development was certainly understood in a practical sense long before Morphy" (29). Shibut advocates examining carefully eighteenth and nineteenth century master games. His view is that these games "at least manifest the principle of development" (29).


History of Development

The explicit formulation of this principle of development, as is well known, occurred after Morphy had given up chess. Wilhelm Steinitz gets credit. Hence, his name is associated with the Modern School, chess as a scientific enterprise with laws of strategy. Articulation of development in the late nineteenth century gave chess theory a solid foundation upon which to build, and thereafter the games of the masters before Morphy lost their instructive value.

Previously on Chess Skills, I have inquired into the origins and meaning of this term, development. In my reading of old classics of chess literature, I have attempted to trace how the term has been understood. I also have sought its first articulation in the writings of Steinitz and his predecessors. Two previous posts offers snippets of this ongoing research: "Thinking about Development" (August 2015) and "What is Development" (July 2016).

This morning's reading, however, revealed that articulation of the concept of development precedes Morphy's birth by more than half a century. It is found in an 1820 English translation of an 1869 Italian text. The Italian text is Il Giuoco Incomparabile degli Scacchi by Domenico Lorenzo Ponziani (1719-1796), but Ponziani's name does not appear in the English translation, which credits Dr. Ercole dal Rio (1718-1802) with authorship. The English book is by J. S. Bingham, a pen name for J. B. Smith, an English naval officer, according to David Hooper and Kenneth Whyld, The Oxford Companion to Chess (1996), 314.

Here, then, might be the earliest clear formulation of the principle of development. Credit the Modenese Masters--Dominico Ercole del Rio, Ponziani, and Giambattista Lolli (1698–1769). Ercole del Rio published La Guerra degli Scacchi (The War of the Chessmen) in 1750. Lolli expanded this work as Osservazioni Teorico-pratiche Sopra il Giuoco degli Scacchi (Theoretical-practical Views on the Game of Chess) in 1863, and then Ponziani's text appeared in 1769. A second edition of Ponziani's text appeared in 1782 and included his name. Nonetheless, Smith chose to translate Ponziani's earlier version and credit it to Ercole del Rio.

One hopes that Smith was a better linguist than he was a historian.

Whether the principle of development was articulated in earlier works by Ercole del Rio and Lolli must await further reading. Of course, some of my readers may be well ahead of me on this matter. Ercole del Rio's La Guerra degli Scacchi was translated into English by Christopher Becker and published alongside the Italian thirty years ago.

Here, then, is Ponziani's articulation of the principle of development, as translated by Smith.
The opening of the game ought to be made with the greatest possible development: that is to say, it is to be executed by the shortest method, chusing those moves which put in action the greatest number of combatants; that one Piece does not impede another, but can act with due promptitude; and that every Piece be so situated, that the adversary cannot annoy it, without danger to himself, or loss of time.--Whoever, at the beginning, has brought out his Pieces with greater symmetry, relatively to the adverse situation, may thence promise himself a fortunate issue in the prosecution of the battle.
Bingham, The Incomparable Game of Chess (1820), 32.
This formulation of the principle of development certainly bears a strong resemblance to the principle that guided Morphy's play, as Valeri Beim expressed it in Paul Morphy: A Modern Perspective (2005), he "sought the move that followed the principle of bringing into play the greatest number of pieces in the shortest possible time" (emphasis in original, 16).


26 November 2014

Lesson of the Week

American Thanksgiving cut out most of my school clubs and half of my private lessons this week. Even so, I still met with my beginning students at one school and a few advanced students in individual lessons.

My advanced students are all going through the games Paul Morphy played in the First American Chess Congress, 1857. These games show Morphy's play during a period of rapid improvement. The contrast between his approach to the game and his first two opponents at the Congress illustrate the concept of development that Morphy understood well and that others (see "Modern School" tag at the bottom of this post) would articulate in the decades following. His games in the final two rounds show how he was able to triumph against more stubborn opposition.

I showed an online blitz game to my beginning students that offered several examples of two- and three-move combinations that were played or that could have been played. Any young player who can consistently recognize two-move combinations will quickly become a contender for trophies in scholastic tournaments.

During the moments when such tactics were possible in this game, I asked the students to find the tactic.

Internet Opponent (1639) -- Stripes,J (1702) [C02]
Live Chess Chess.com, 25.11.2014

1.e4 e6 2.d4 d5 3.e5 c5 4.c3 Nc6 5.Nf3 Bd7 6.Bd3 Nge7

I play an old line.

6...Rc8 is currently hot, and quite sensible.
6...cxd4 is the most common reply.
6...Qb6 is fine.

7.Bb5? 

Black to move


This common and frequent beginner's error presents Black with an opportunity to win a pawn by force.

7.0–0 would have been a good move.

7...cxd4

The immediate 7...Nxe5 is better.

8.cxd4

8.Bxc6 bxc6 9.cxd4 Nf5 and Black has an advantage, even though he failed to take the free pawn.

8...Nxe5 9.Nxe5

9.Bxd7+ Nxd7 Black is a pawn ahead, as in the game.

9...Bxb5 10.Nc3 Ba6??

White to move

Black needed to play 10...Qb6 or 10...Bc6.

11.Ne2?

White continues with clumsy play.

11.Qa4+ exploits Black's blunder. 11...Nc6 12.Nxc6 Qd7 13.Ne5 Qxa4 14.Nxa4+- and White is a piece ahead with a nice position.

11...Nf5??

Black clearly does not perceive his own vulnerability.

12.0–0

12.Qa4+ Ke7= 13.Bd2 Bxe2 14.Kxe2 with equal chances.

12...Bxe2 13.Qxe2 Nxd4

Black has won two pawns.

14.Qg4 Nc6 15.Bg5??

Black to move

15...Nxe5–+ 16.Qa4+

16.Bxd8 Nxg4–+.

16...Qd7 17.Qd4 Nc6 0–1

12 September 2014

La Bourdonnais's Infantry

McDonnell -- La Bourdonnais 1834

In game 21 of their first match, Alexander McDonnell's knights prevailed (see "McDonnell's Cavalry"). In the next game,Louis-Charles Mahé de La Bourdonnais gave a demonstration of principles set down eighty-five years earlier in L’analyze des échecs (1849) by François-André Danican Philidor. His pawns decided the battle.

Occasionally, chess writers assert that Philidor's ideas concerning pawns were poorly understood until revived by Wilhelm Steinitz. For example, Dražen Marović offers this historical note in Understanding Pawn Play in Chess (2000).
Not many players followed in Philidor's footsteps. One must advance well into the next century to see another great player, Howard Staunton, exploring such niceties as the restrained engagement of pawns, play against doubled pawns or blockade. (5)
Similarly, in My Great Predecessors (2003) Garry Kasparov suggests that Philidor "was too far ahead of his time: no one was able to play successfully in the manner proposed by him" (13). He observes that La Bourdonnais had studied Philidor's text, but did not adopt his principles.
Although he had studied Philidor's L'Analyse, he nevertheless played in a different, intuitive attacking style, in keeping with his own temperament. (14)
Although we do not see the defensive technique against pawns that Marović asserts would emerge a decade later with Staunton, La Bourdonnais does offer several games that demonstrate the offensive power of pawns. Did he use his intuition, as Kasparov seems to suggest, to see through to the end in the present game? Or, did he calculate?

La Bourdonnais had already won the first match decisively before this game was played. Nonetheless, the players continued until twenty-one decisive games had been played.


Excluding draws, La Bourdonnais leads 13-4. The French player's win in game 22 makes it the eighteenth decisive game.

Beginning with the post, "Three Fighting Draws," I have been going through all of the games in this match. I offer my analysis without reference to engine evaluations.

McDonnell,Alexander -- De Labourdonnais,Louis Charles Mahe [C33]
London m1 London (22), 1834

1.e4 e5 2.f4 exf4 3.Bc4 Qh4+ 4.Kf1 g5 5.Nc3 Bg7 6.d4 d6 

White to move

7.Nd5

7.Nf3 White could drive the queen back with 7...Qh5 8.h4 h6 9.Kg1 Qg6.

7...Kd8 8.Be2 Nc6 9.e5

Both kings are in the center

9...Nge7 10.Nc3

This retreat gives up valuable time

10.Nxe7 Nxe7 11.Nf3 Qh5 12.h4.

10...Nf5

I think that Black has a clear advantage. White lacks compensation for the sacrificed pawn.

11.Nf3 Qh6 12.Ne4 f6

White to move

13.exf6

13.e6 is interesting 13...Nce7 14.d5 c6.

13...Bxf6 14.g4

Is this move a simple error that loses two more pawns, or is it a clever sacrifice that releases White's pieces from their immobility?

14.Nxf6 Ng3+ (14...Qxf6 is simpler 15.c3) 15.Kg1 Nxe2+ 16.Qxe2 Qxf6 and White has little to show for the sacrificed pawn.

14...Nfxd4 15.Kg2

15.Nxd4? Qh3+ 16.Kf2 Bxd4+ with a strong attack for Black.

15...Bxg4 16.h4

16.Nxd4? Qh3+ 17.Kf2 Bxd4+ and Black's attack must be decisive.

16...Bxf3+ 17.Bxf3 Nxf3 18.Qxf3 Ne5 19.Qb3

Black to move

Threatening the b7 pawn and also Qe6.

19...Qg6

19...b6 20.Qe6 Rf8 21.hxg5 and White gets a good game.

20.Qxb7 Rc8 21.Bd2

White is prepared to bring his queenside rook into play, but the vulnerability of his king is significant.

21.h5 was worth considering 21...Qf5 22.Nxf6 Qxf6 23.Bd2.

21...gxh4+! 22.Kf1 Rg8

White to move

23.Nxd6!

Defending the crucial g2 square and also opening the Black king to attack. McDonnell is able to generate counterplay. However, as Black's king eventually finds security, White's decisive weaknesses on the kingside prove fatal.

23...cxd6 24.Ba5+ Ke8 25.Qxc8+

White has recovered all of the sacrificed material.

25...Kf7 26.Qb7+ Be7 27.Qd5+ Kf8

White to move

28.Rd1

28.Qa8+ does not solve White's problems. 28...Kg7 29.Qd5 f3 30.Rh2 Kh8.

28...f3 29.Rd2

29.Ke1 Qg2

29...h3 30.Qa8+ Kg7 31.Qxa7

Black to move

31...Qg2+!!

La Bourdonnais had to be certain that his king would find security from the checks. The queen sacrifice is temporary, and in fact nets a rook. But the bishop is sacrificed by this move, leaving Black's king exposed.

32.Rxg2+ fxg2+ 33.Kg1 Nf3+! 

33...Kf7 34.Qf2+ Bf6 35.Rh2 Ng4 36.Qf4 and White appears to hold.

34.Kf2 gxh1Q 35.Qxe7+ Kh6

White to move

36.Qxd6+

36.Bd2+ fails 36...Ng5

     36...Nxd2? seems to offer White a draw. 37.Qh4+ Kg7 38.Qg5+ Kf8 39.Qf6+ Ke8 40.Qe6+

37.Qf6+ Kh5 and White has run out of checks.

36...Kh5 37.Qd5+ Rg5 38.Qf7+ Kg4 39.Qc4+

Black to move

39...Nd4! 40.Qxd4+ Kh5 41.Bb6 Qh2+ 42.Ke1 Re5+ 43.Kd1 Qe2+ 44.Kc1

Black to move

44...Qe1+ 45.Qd1+ Qxd1+ 46.Kxd1 h2 0–1

Although La Bourdonnais reached a clear advantage from the opening, McDonnell found play for his pieces and gave us an exciting game. La Bourdonnais's belief in the power of his pawns guided his intuition. Or, perhaps, he demonstrated tremendous powers of calculation when the White queen started her assault.

McDonnell will reveal weaknesses in La Bourdonnais's pawns in the next game (see "Pawn Structure Chess").

19 July 2014

Weakened King

McDonnell -- De La Bourdonnais 1834

I have been working through all of the games of Alexander McDonnell (1798-1835). Most of his available games are from his series of matches with Louis-Charles Mahé de La Bourdonnais (1795-1840). Bourdonnais won twice as many as McDonnell. In the first match, McDonnell led after game six. He then lost eleven of the next twelve games.

Chess Skills is following this match through a series of posts that began with "Three Fighting Draws" (30 June 2014).* We are now at game twelve. See "Losing Takes a Toll" for game eleven.

In game after game, it seems that McDonnell makes a small inaccuracy and then finds himself in a much worse position. Such is the case in game twelve.

De Labourdonnais,Louis Charles Mahe -- McDonnell,Alexander [D20]
London m1 London (12), 1834

1.d4 d5 2.c4 dxc4 3.e3 e5 4.Bxc4 exd4 5.exd4 Nf6 6.Nf3 Bd6 7.0–0 0–0 8.Bg5 h6

Testing the resolve of the bishop.

8...Bg4 was possible here as well.

9.Bh4

Black to move

9...g5?!

Weakening the king's position.

9...Bg4 appears in many games today 10.h3 Bxf3 11.Qxf3 g5 12.Bg3 Bxg3 13.Qxg3 Qxd4 14.Qb3 Nc6 15.Rd1 Qc5 16.Qc2 Kg7 and Black won in 63 moves Sergeev,V (2436)--Navara,D (2715) Pardubice 2013

10.Bg3 Bg4

10...Bxg3 is worse 11.fxg3 and White will have pressure along the f-file.

11.Nc3 Nc6

11...Nbd7 might have been sensible.

12.Qd3 Kg7

White's queen threatened to come in to g6, taking advantage of the pin on f7.

13.Ne5 Bxe5 14.dxe5 Nh5

14...Qxd3 is worse 15.exf6+ Kxf6 16.Bxd3+-

15.Nd5

Black to move

White's forces are well-coordinated for attack on the somewhat vulnerable Black king.

15...Nxg3 16.Qxg3 Bh5 17.f4

Black to move

17...Na5 

17...Nd4 may have been the last chance to fight on the kingside, although it leads to elimination of the king's pawn shield.

18.Nf6 Bg6 19.fxg5 Nf5 20.gxh6+ Nxh6 21.Nh5+ Kh8

(21...Kg8 loses quickly 22.Qxg6+ Kh8 23.Qg7#).

18.b3 Nxc4 19.bxc4 c6 20.Nf6 Qd4+ 21.Kh1 Bg6 22.Rad1 Qxc4

White to move

Instead of being down a pawn, McDonnell has a one pawn advantage. However, now all White's pieces are coming after his king. La Bourdonnais demonstrates skill in bringing home the point.

23.f5 Bh7 24.Nd7 Rfd8 25.e6!

Beginners, and even sixteenth century masters, would have played 25.f6+. La Bourdonnais, however, perceives that the battle will conclude when he gains full control of the seventh rank.

In the previous century, François-André Danican Philidor extolled the power of pawns. He advocated arranging the pieces behind them so they are well-supported and then thrusting them forward with decisive results. For Philidor, the pawns were of such importance that he frequently sacrificed the exchange in order to create a pair of pawns with a chance to advance.

Philidor's ideas were not widely accepted by the chess masters of his day. Indeed, it is commonplace among chess historians to assert that Philidor's ideas were largely neglected until the development of modern theory by Wilhelm Steinitz and his contemporaries. If so, it may be fair to say that La Bourdonnais was decades ahead of his time.

La Bourdonnais demonstrates effective pawn play in many of the games in this series of matches. In this game, he shows that a strong pawn on the sixth rank may advance with decisive results when it is supported from the side, rather than the rear as Philidor advocated.

25...f6 26.Qc7

The queen penetrates to the seventh rank

26...Rdc8 27.Qxb7

....and grabs a pawn.

Black to move

27...Qb5

McDonnell will eliminate the pesky queen.

28.Rb1

A rook will replace the queen.

28...Qxb7 29.Rxb7 Kh8

McDonnell's king flees the dangerous seventh rank.

30.Nxf6

Another pawn falls, and Bourdonnas threatens checkmate in one.

30...Bg8

The only move.

31.Rd1

The other rook prepares to occupy the seventh rank

31...Rd8

McDonnell would like to trade rooks.

32.Rdd7 Rxd7 33.Rxd7 g4

33...Rb8 34.Kg1

34.Kg1 a5

White to move

35.e7 1–0

McDonnell's expertise using the bishop pair to overcome a one pawn deficit will put an end to the losing streak in the next game (see "Morning Coffee").

*I am using databases and occasional reference to articles on these games, such as Paul Morphy's series in the New York Ledger (1859). However, I am leaving my chess engines off during my analysis. Consequently, I almost certainly will miss some tactics.

22 June 2013

Space

The concept of space in chess is difficult. It "is not an easily definable or recognisable concept," according to Michael Stean. In Simple Chess (1978), Stean offers the capacity of a position as a guide. "Any given pawn structure has a certain capacity for accomodating pieces efficiently. Exceed this capacity and the pieces get in each other's way, and so reduce their mutual activity" (97).

Stean illustrates capacity with two positions that have an identical pawn structure. They are differentiated by the number of pieces on the board. In the first position, all of the pieces remain and White has a clear advantage with more space to manuever. In the second position, both players have traded off a knight and a bishop. White is overextended and Black has the advantage. With less space, Black's position lacks the capacity for the full complement of chess pieces. With two fewer pieces, "the size of Black's forces is here well within his position's 'capacity'" (98).


This diagram illustrates Stean's second position. In the first, White has an additional knight on c3 and bishop on e2. Black has a knight on f6 and bishop on c8. Black's position is congested.

In the old Modern School, space is one of the three elements, or "basic factors". Siegbert Tarrasch wrote, "the more space a player commands the freer his game and the easier his development" (The Game of Chess [1935], 225). Space triumphs the other factors.
The systematic utilisation of Space, or, to put it another way, the systematic disposition of the pieces, is the most important factor in a game of chess and, within certain limits, even more important than Force, that is to say than a superiority in material. Often a win is obtained because one player forces a decisively better position by a sacrifice of material--a triumph of mind over matter.
Tarrasch, The Game of Chess, 227.
Space is calculated by counting the number of squares that are controlled in the other player's side of the board. But matters are not so simple. In The Oxford Companion to Chess (1996), David Hooper and Kenneth Whyld present the game Tarrasch -- Marco, Vienna 1898. After 25...Bf6, the game reached this position.

White to move

Counting squares reveals, they note, "the players each control about the same number of squares" (380). However, Black is unable to make use of his greater space on the queenside. White's advantage on the kingside is of more account. White's pieces have greater mobility, and as a consequence, a combination is possible.

They observe at the beginning of their article on space that the terms space and mobility are sometimes indistinguishable.
To gain an advantage in space is to achieve the possibility of moving one's men to more squares than are available to the opponent's men. Not all the squares "gained" need to be controlled--they may simply be inaccessible to the opponent's men. Normally, to gain space is to gain mobility, and the terms are frequently synonymous.
Hooper & Whyld, The Oxford Companion to Chess, 379.
Stean does not use the terms interchangeably. Rather, mobility "is the essence of simple chess," and space is "the single most important factor in determining mobility" (97). Space, thus, appears to be a means to an end, and that end is mobility. The terms are not so much interchangeable as primary and secondary. Mobility is a principal factor in chess positions; space is important when it affects mobility.

Mobility, according to Dan Heisman, is an "element of positional evaluation," while space is a pseudo-element. In Elements of Positional Evaluation: How the Pieces Get Their Power, 4th edition (2010), Heisman asserts that, "space is not an end in itself, nor even a means to an end other than mobility/activity" (Loc 1528, emphasis in original). Heisman's examples are somewhat extreme, as he acknowledges, but his conclusion appears in harmony with Stean's discussion.

Mobility can be measured and quantified, just as can space according to some definitions. Activity is subjective, Heisman asserts. Activity is "how much the piece can do in an actual position" (Loc 744). Mobile pieces are more likely to be active.

Heisman offers an interesting position from the Deep Blue -- Kasparov rematch.

Black to move

Black has more pieces on White's half of the board, and contests more squares there. Black has more space. Heisman does not mention space in relation to this position, however. He employs it to assert the relation between mobility (quantifiable) and activity (subjective). White's pieces contest every entry point along the d-file, which at first glance appears to be controlled by a Black rook on d8. The other Black rook supports a passed pawn, but that pawn is blockaded by a White knight. Despite a quatifiable advantage in both material and mobility, Black lost this game. Heisman observes, "the rooks have good mobility but not all that much activity" (Loc 751). Heisman sees mobilty as the "basic tool," but activity is "the better 'real position' indicator" (Loc 759).

Might we conclude that space, the old "basic factor," can be understood better insofar as it contributes to mobility, and mobility is an element insofar as it correlates with activity? How do we distinguish activity from Stean's notion of capacity? Capacity is a static concept. Activity might be a consequence of adequate capacity. But for pieces to experience activity, they need targets. Hence the opponent's position must exhibit some vulnerability that can be attacked.


15 April 2013

A Small Library

In an important text that is not pictured here, Max Euwe opined:
The development of a chess player runs parallel with that of chess itself; a study of the history of playing methods therefore has great practical value.
The Development of Chess Style (1968), n.p.
Euwe's notion that growth in individual chess skill follows a pattern that parallels historic development often occupies my thoughts. It forms part of my rationale for favoring nineteenth and early-twentieth century games as a principal source for the lessons I develop for young players. It keeps me going back to the classics for my own skill development.

Culled from a much larger collection of chess books, these ten books as a body emphasize the development and practice of positional chess at the beginning of what came to be called the Modern School or Steinitz School. Several of them have been among my principal study and teaching aids through the past seven months.

Paul Morphy's play precedes the Modern School, but Valeri Beim argues in Paul Morphy: A Modern Perspective (2005) that Morphy understood the principles that others would articulate, principles that would revolutionize chess. Beim's text is the first one on the left in the image. It has great value for contributing to an understanding of Morphy's positional knowledge, but it falls short as historical scholarship (see "Footnote to Morphy's Mate").

Irving Chernev's texts draw from the era of Wilhelm Steinitz and Emanuel Lasker, contain several games by Akiba Rubinstein, and also include games by the likes of Jose R. Capablanca and Alexander Alekhine, and even players who were active at the time Chernev was writing. As works of history, his texts are worse than useless: he makes up stories that cannot be verified through reference to primary texts. "My First Chess Book" was Chernev's The 1000 Best Short Games of Chess (1955), which makes frequent claims of checkmate being announced over the board before a forced sequence was played. There should be no doubt that such conversations have taken place in the annuls of chess history, but Chernev's claims are often suspect.

Nonetheless, The Most Instructive Games of Chess Ever Played (1965) and Logical Chess: Move by Move (1998 [1957]) have tremendous instructive value. Sometimes the value of his writing stems from the efforts of readers who fill in the gaps in his analysis (see "Chernev's Errors"). Chernev's assessment of the contribution of Steinitz offers a kernel of wisdom.
[I]t is from Steinitz and his queer moves that we learn so much about game-winning strategy. It is from Steinitz, whose play might have horrified La Bourdonnais and Morphy, that we discover the fundamentals of position play.
Most Instructive Games, 166
Morphy would more likely have been appreciative of Steinitz's play, but Chernev can be forgiven for adopting a view that is commonly shared by many. It was from Chernev's Most Instructive Games that I found the inspiration and analysis that led me to begin the 2012-2013 school year with lessons from the games of Akiba Rubinstein (see "Lesson of the Week" [18 September 2012]).


Lessons from Rubinstein
As the nineteenth century gave way to the twentieth, positional play became the focus of top chess players. The elements of positional understanding were first articulated by Wilhelm Steinitz, followed by Siegbert Tarrasch, and others.
James Stripes, "Positional Play: Lessons from Akiba Rubinstein"
After studying a few of Rubinstein's games in Chernev's Most Instructive Games and Logical Chess, I ordered a copy of John Donaldson and Nikolay Minev, Akiba Rubinstein: Uncrowned King (1994). This book, a chess set, and my puppies were my companions in Eden while my wife attended a retreat there. Through the next two months, as a warm fall gave way to winter, Rubinstein's games occupied the bulk of my study time.

Donaldson and Minev did extensive historical research for Akiba Rubinstein: Uncrowned King and The Life & Games of Akiva Rubinstein, Volume 2: The Later Years, 2nd edition (2011). These books resemble anthogies in the way that they present the annotations to Rubinstein's games. These annotations of many earlier works by several authors are integrated into the game scores with initials identifying sources that are listed at the end of the book. Unlike the vast majority of chess books published today, Donaldson and Minev's comments are sourced and verifiable. Although their documentation does not quite meet the rigor expected of professional historians, they set a standard that other chess books should emulate (see "Rubinstein's Rook Endings").

Having spent so much time with Uncrowned King in late 2012, I was certain to pack my copy of the book along in February for John Donaldson's annual simul on the eve of the Dave Collyer Memorial Chess Tournament. Donaldson graciously agreed to autograph the book upon my request. It was then a pleasant surprise during the tournament itself, that among the books he brought for sale (Donaldson always brings books) was the new edition of his second volume on Rubinstein. I bought the text and asked for another autograph.

In the Introduction to this second edition, the authors present a rationale for studying these old games. Referring to Rubinstein -- Salwe, Lodz 1908, which is also found as Game 20 in Logical Chess, Donaldson and Minev note its significance.
Akiva's play against the Tarrasch variation of the Queen's Gambit, in which he gives Black hanging pawns and blockades the d4- and c5-squares, is part of the technical knowledge of every master today. Knowing what happened to Salwe, modern players will take radical action rather than acquiesce to a static disadvantage. Rubinstein's games, in which the great master was often given carte blanche to implement long-term plans, are still models for students wishing to learn positional chess.
Life & Games of Akiva Rubinstein (2011), 7
Yesterday, in a blitz game, I had this game in mind as I sacrificed pawns to lock Black's light-squared bishop out of the action. My efforts nearly succeeded until, in time pressure, I missed the winning idea and then even blew a technical draw. In contrast to this game, Viswanathan Anand scored a brilliant victory over Levon Aronian in the recent Tata Steel Grandmaster Tournament by sacrificing material to release this bishop. In the En Passant interview after the game, Anand mentioned Rotlewi -- Rubinstein as the inspiration for his play. The authors of Uncrowned King call Anand's inspiration "Rubinstein's Immortal Game" (95).


Steinitz, Lasker, Tarrasch
In spite of his youth [Rubinstein] has acquired the set and sound style (suitable of his temperament) of Dr. Tarrasch. As a matter of fact he acknowledges his indebtedness to the latter, whose book of 300 games he has thoroughly studied.
C.T. Blanchard, Western Daily Mercury (29 June 1907)*
Garry Kasparov calls Rubinstein the "brightest" of the "new generation of followers of the Steinitz School" that emerged on the competitive chess scene in the early years of the twentieth century (My Great Predecessors, Part 1 [2003], 187). Kasparov's comment led me to consider the so-called Steinitz School in more detail following two months of focus on Rubinstein.

Lasker's Manual of Chess (1960 [1932]) has been in my personal library for many years. It is a remarkable text offering instruction in all phases of the chess game--opening, ending, middlegame strategy, combinations. It also offers Lasker's inimitable views of the ancient and modern history of the game. His writing sometimes seems ponderous as he struggles to elevate ideas concerning chess up to a level of life philosophy. Some of his remarks concerning the contribution of Steinitz illustrate this tendency.
Principles, though dwelling in the realm of thought, are rooted in Life. There are so many thoughts which have no roots and these are more glittering and more seductive than the sound ones. Therefore, in order to distinguish between the true and the false principles, Steinitz had to dig deep to lay bare the roots of art possessed by Morphy. ...
     The world did not listen but mocked at him. How should this insignificant-looking person have discovered anything great?
     So the world spoke and acted accordingly, but the world was entirely mistaken. The world would have benefited if it had given Steinitz a chance. He was a thinker worthy of a seat in the halls of a University.
Lasker's Manual of Chess, 187
Perhaps ten years ago, I pored through some portions of Lasker's Manual that had a lasting impact on me. In particular, I was impressed by his honesty and objectivity in annotating a loss to Harry Nelson Pillsbury. Many times while playing in tournaments, Lasker's words, "Black wants to set White a task" (247), have echoed in my head. An object in competition is to offer one's opponent problems to solve. If he or she solves them correctly, play may result in neither player gaining an advantage. In this game, Lasker criticizes his own loss of time in his manner of bringing his pieces into play through the first few moves. As a chess coach teaching choldren, I designed my first lessons concerning positional chess on the basis of Lasker's annotations.

Lasker's Common Sense in Chess (1965 [1917]) is the print version of a series of lectures that he presented in London shortly after he became World Chess Champion. The book offers a brief and useful primer in the basic principles of chess strategy. Lasker's lectures were, perhaps, one of the earliest expressions of the rule that one should deploy knights before bishops in the opening.

Lasker is sometimes undervalued in discussions concerning the development of the modern school. Although he calls himself a "player" and favored psychological play against his opponent over objective consideration of the board, when he expressed tenets of positional play, he was very much a student of Steinitz, or an ally in advocacy of Modern Chess.

Wilhelm Steinitz, The Modern Chess Instructor (1895) is an essential text for the chess historian. The Preface offers a précis of the tenets of the Modern School, as well as many practical ideas for individual chess improvement (see "Principles of Chess Training"). The bulk of the book, however, offers an opening manual that must be regarded as terribly out of date. Indeed, Steinitz sometimes opted to ignore his own recommendations in practical play (see "Steinitz Defense").

The most systematic expression of the principles of chess strategy as they were understood by those of the Modern School should find articulation, one would expect, in Seigbert Tarrasch, The Game of Chess (1987 [1935]). That, at least, was the reason I bought the text. But, I have spent far more time going through Tarrasch, Three Hundred Chess Games (1999), a translation of the now classic Dreihundert Schachpartien (1896), which reputedly served the great Rubinstein so well in his quest for chess excellence.

In these ten books are enough of value to serve well during a lifetime of study.

*As quoted in John Donaldson, and Nikolay Minev, Akiba Rubinstein: Uncrowned King (Seattle: International Chess Enterprises, 1994), 56.


22 March 2013

Lesson of the Week

Wiliiam Steinitz became the first official World Champion in 1886 when he defeated Johann Zukertort in a match for that title. But after defeating Adolf Anderssen in a match in 1866, many began to refer to him as the World Champion.

Steinitz played in the reckless attacking style of his contemporaries until his play went through an observable change in the Vienna tournament of 1873, in which he tied for first with Joseph Henry Blackburne. Steinitz explained the principles of his new manner of play in his chess columns for The Field, and later for the International Chess Magazine, and in books, such as The Modern Chess Instructor (1889). He called his new ideas the Modern School, but sometimes it is called the Steinitz School today. Rather than a direct attack on the king from the beginning of the game, he advocated slowly building up an advantage and then striking at the optimum moment for attack.

This week's key position comes from a game in which Steinitz sacrificed a knight to gain two connected passed pawns on the queenside. It is from a game played in the Vienna 1873 tournament.


Steinitz,William -- Fleissig,Maximilian [C11]
Vienna Vienna (2), 29.07.1873

1.e4 e6 2.d4 d5 3.Nc3 Nf6 4.e5 Nfd7 5.Nce2 c5 6.c3 Nc6 7.f4 Qb6 8.Nf3 Be7 9.Ng3 Nf8 10.Bd3 Bd7 11.Bc2 0–0–0 12.dxc5 Bxc5 13.Qe2 a5 14.a3 Qa7 15.Rb1 a4 16.Nh5 g6 17.Nf6 h6 18.Nxd7 Kxd7 19.Qb5 Ra8 20.Bxa4 Qxa4 21.Qxb7+ Ke8 22.b3 Qa6 23.Qxa6 Rxa6 24.a4 Ba7 25.Bd2 Nd7 26.Ke2 Ke7 27.Ra1 Na5 28.Rhb1 Rb8 29.b4 Nc4 30.a5 Rb7 31.Kd3 Nb8 32.Bc1 Kd7 33.Nd2 Nxd2 34.Bxd2 Kc6 35.c4 dxc4+ 36.Kxc4 Rb5 37.Rb3 Nd7 38.Rd3 Bb8

White to move 

39.Rxd7 Rxb4+ 40.Bxb4 Kxd7 41.Kb5 Ra8 42.a6 Ba7 43.Rd1+ Ke8 44.Kc6 Be3 45.Ra1 Kd8 46.Ba5+ Kc8 47.Bb6 Bxf4 48.Rd1 Bg5 49.a7 f5 50.Rd7 1–0


Beginning Tactics 18 (sample)

The final beginning tactics worksheet for 2012-2013 proved difficult. In each position, White's best move constitutes the correct answer.