Why Chess?

The History of Chess ๐Ÿ†

Course 13 ยท Chapter 1 ยท Why Chess? Scope & Sources

Chess is one of the oldest games still played in much the same form. In roughly fifteen centuries it has travelled from northern India across Persia, the Islamic world and Europe, and now across the internet. This chapter explains what the game is, the vocabulary needed to follow the story, why it makes a good subject for history, and where reliable evidence is to be found. The broad outline is checked against published surveys; details are flagged "check".

The Game in Brief

Board and pieces

Two players, an eight-by-eight board of 64 squares, and sixteen pieces each: king, queen, two rooks, two bishops, two knights and eight pawns.

The aim

To checkmate the opposing king: to attack it so that it cannot escape. Games may also be drawn, by stalemate, repetition or agreement.

A game that changed

The rules above are the modern ones. The earliest forms had different pieces, and the powerful queen and long-ranging bishop are a later development, in Europe (Chapter 4).

A game and a mirror Because chess is old, portable and rule-bound, it has been a mirror for each society that played it: a battle in India, a courtly pastime in medieval Europe, a contest of nations in the Cold War, a benchmark for machines. The history of chess is partly a history of those societies.

The Broad Outline

Stage (check each)Where and whenChapter
ChaturangaNorthern India, by about the sixth century CE; sources differ between the fifth and seventh2
ShatranjPersia and then the Islamic world, from the seventh century2
Arrival in EuropeSpain and Sicily, with other routes, by about the tenth century3
The new rulesSouthern Europe, later fifteenth century: the queen and bishop gain their modern power4
Modern chessClubs, tournaments, world champions, computers5 to 9

The Language of Chess

Term (check each)Meaning
ChaturangaThe early Indian form of the game; the name is usually explained as referring to the four divisions of an army (Chapter 2).
ShatranjThe Persian and Arabic form of the game, the ancestor of European chess.
CheckmateA king under attack with no escape. The word is usually traced to the Persian shah mat, "the king is helpless" (check).
CastlingA move of king and rook together, which developed in Europe in the later Middle Ages.
Opening, middlegame, endgameThe three phases of a game.
Fork, pinTactics: one piece attacking two at once, or a piece held in place because moving it exposes a more valuable one.
GambitAn opening in which a player offers material for an advantage in position.
ExchangeTrading pieces; "winning the exchange" means winning a rook for a minor piece.
StalemateNo legal move, but not in check. A draw in modern rules.

Notation, with a Small Example

To study old games we need a way of writing them down. Modern players use algebraic notation: files are the letters a to h, ranks the numbers 1 to 8, and each piece has a letter. The opening below is a standard one, the Ruy Lopez, named after a Spanish priest who wrote about chess in the sixteenth century (check).

1. e4 e5 pawns advance to the centre 2. Nf3 Nc6 knights come out (N = knight) 3. Bb5 bishop attacks the knight (B = bishop)

Whether the sixteenth-century writer first analysed this opening, or merely gave it his name, is a matter on which sources differ (check).

Why a History Course?

  • It is a way into the history of cultures. The game's route from India to Persia to Europe follows trade, conquest and learning (Chapters 2 and 3).
  • It is a way into the history of ideas. The change in the rules around 1500 shows a society reshaping an inherited game (Chapter 4).
  • It is a way into modern history. The world championship became entangled with politics (Chapters 7 and 8).
  • It is a way into the history of computing. Chess was an early test for machines and is now a field where machines are far ahead (Chapter 9).
  • It has produced legends. Stories of origin, of grains of rice or wheat doubled on each square, and of a hidden player inside a machine are all to be tested (Chapters 2, 9 and 10).

Myths to Test

Common claimThe question a careful reader asks (check each)
Chess is 4,000 years old.What is the earliest evidence that is actually of chess? (Chapter 2)
A king rewarded the inventor with grains doubled on every square.What is the oldest source for the story, and is it history or a lesson? (Chapter 2)
The queen has always been the strongest piece.What did the piece do before the later fifteenth century? (Chapter 4)
The Turk was a thinking machine.What was inside the cabinet? (Chapter 9)
Chess players are all geniuses.What do studies of strong players actually show? (Chapter 10)

Sources to Use

  • Survey histories. H. J. R. Murray's A History of Chess (1913) is the classic; later work has revised parts of it (check which).
  • Museums. The Lewis chessmen of the twelfth century are in the British Museum and the National Museum of Scotland (check which pieces are on display).
  • Manuscripts and early printed books. From the later Middle Ages onward, texts on the game survive (check editions).
  • Federation records. FIDE, the international federation founded in 1924 (check), holds the records of the modern world championship.
  • Game collections. Large databases of games let a reader replay the great matches.
A British comparison Scotland has a famous chess object: the Lewis chessmen, carved walrus-ivory pieces found on the Isle of Lewis in 1831 and thought to date from the twelfth century (check). Most are in the British Museum, with a group in the National Museum of Scotland in Edinburgh (check). They are a first-class source for how the game looked in medieval Europe, and Chapter 3 returns to them. Their kings, queens, bishops, knights and warders belong to a game before the rule changes of Chapter 4.
Not Yet Verified The broad outline above (India, then Persia and the Islamic world, then Europe, with the major rule changes in the later fifteenth century) agrees with the general surveys consulted by web search. Exact dates for chaturanga, the explanation of its name, the origin of "checkmate", and details of the Lewis chessmen come from general knowledge and have not been checked against primary sources; treat every "(check)" accordingly.

Exercises

Exercise 1

In one paragraph, describe chess to someone who has never seen it: the board, the pieces and the aim.

Exercise 2

Write a short imagined account of a game, using at least six terms from the vocabulary table.

Exercise 3

Pick two claims from the "Myths to Test" table and say what evidence you would look for and where.

Quick Reference

  • Route: India, Persia, the Islamic world, Europe
  • Names: chaturanga, shatranj, chess
  • Turning point: the new rules of the later fifteenth century
  • Method: describe the story, check the dates, test the legends