Endgame study

h8 white king
a6 black king
In the game of chess, an endgame study, or just study, is a composed position—that is, one that has been made up rather than one from 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. 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 predate the modern form of chess. Shatranj 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 (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 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 and Henri Rinck particularly important in this respect.

Most composers, 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, Richard Réti, Vasily Smyslov, and Jan Timman being perhaps the most notable ones.

Richard Réti's study is one of the most famous of all time. It is White to play and draw (see Réti endgame study). 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 in two directions at once: towards Black's pawn and towards White's own. 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 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 one Leopold Mitrofanov's 1967 first prize winner. Unfortunately, Mitrofanov's original study was subsequently found to have a cook, a miraculous defense that enabled Black either to obtain perpetual check or reach a drawn ending.

This page was last edited on 1 May 2018, at 13:53.
Reference: https://en.wikipedia.org/wiki/Endgame_study under CC BY-SA license.

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