Chess Endgame Technique, Part 1: General Ideas

One of the most common areas players struggle with is converting a decisive advantage into a victory. In other words: endgame technique.

There is no substitute for experience, but there are guidelines that will greatly increase your chances of success.

Knowledge is power in chess. Knowing what to do (and what not to do) will help you choose appropriate plans and good candidate moves, i.e. moves you seriously consider playing in a given position.

So, let’s learn what to do and what not to do! Are you ready?

 

Endgame Transitions

This is the zone between the middlegame (or, occasionally, the opening) and the endgame. I would define it more narrowly and say we are heading to a strategic endgame (or multi-piece endgame, or simple position as Dvoretsky called it) and NOT to a technical endgame (a position you can find in a book).

[If you can force trade(s) of pieces that lead to a “book” endgame and you fail to win/draw it … study more! Dvoretsky’s Endgame Manual endures in popularity, and Magnus Carlsen‘s favorite Fundamental Chess Endings is another great choice. I’m fond of Chess School 4, but it’s not to everyone’s taste.]

We want to know: which exchanges should we make/avoid in order to give us the best chances in the forthcoming strategic endgame?

 

The Golden Rules

    • When ahead in material (you’re trying to win): trade pieces. This reduces counterplay and makes it easier for a passed pawn to advance and queen, bringing you victory.
    • When behind in material (you’re trying to draw): trade pawns. This increases your chances of ending up in a drawn pawnless ending (K+N/B vs. K, etc.) or achieving a sudden stalemate.

 

Helpful Guidelines

    • Endgames with Bishops of Opposite Colors (BOOC) are perhaps the easiest to draw, especially if there are no other pieces present. One, two, even three extra pawns are not always enough to win! Averbakh (1950) shows a simple case: White cannot advance his pawns safely, as he cannot gain control of the blockaded dark squares.

    • There is much truth in the axiom “all rook endings are drawn.” One, sometimes two extra pawns are not always enough to win, as was the case in Smyslov—Bondarevsky, Moscow 1940 (see below). If the defender cannot get BOOC, a rook ending is often their next best option.

    • An idea taught to me many years ago by IM Artiom Tsepotan (coach of ex-Women’s World Champion Anna Ushenina): with an extra pawn in a minor piece ending, it’s easier to win with the opposite minor piece to that of your opponent. So if your opponent has a bishop, it’s easier to convert with a knight rather than a bishop (even if the same color) — and vice-versa. Years later I can say: I wholeheartedly agree!
    • Follow Capablanca’s advice: pair your queen with a knight, and your rook with a bishop. The queen covers the files, ranks, and diagonals, so the “exotic” knight adds something extra. The rook is a long-range piece also, but doesn’t work on diagonals. A bishop generally adds more value than a knight in this case.
    • Queen endings are notoriously tricky, but can be a great choice when trying to convert a passed pawn, as long as your king has enough shelter to avoid perpetual check. That’s because a queen can support a passed pawn’s advance and break the enemy queen’s blockade by herself. The position below is from Szabo—Brezeanu, ROM-ch U20, 2000.

    • Pawn exchanges. When better, it’s often a good idea to capture “inside-out” rather than “outside-in,” as this could give us a chance to create an outside passed pawn. If trying to draw, try to keep the pawn structure symmmetrical when making pawn captures.

 

Going Further …

I hope these ideas prove helpful in your quest to upgrade your endgame technique! Did you learn anything new? Is there anything you disagree with? Have I forgotten something important?

Leave your comments below, and stay tuned for Part 2!

Basic Chess Endings (2003 revised edition)

A Thick Endgame Textbook You Won’t Mind Studying

Basic Chess Endings
Basic Chess Endings. 2003 revised edition.

After starting his pro career in 1932, Reuben Fine (1914-1993) had a claim to being the best player in the world during the late 1930s. He won a string of elite tournaments including Hastings 1935/36, Zandvoort 1936, Amsterdam 1936 (tied with World Champion Max Euwe), Margate 1937 (tied with Paul Keres), and AVRO 1938 (also tied with Keres). AVRO is considered one of the strongest tournaments ever held. World Champion Magnus Carlsen also rates Fine very highly.

Fine wrote Basic Chess Endings in 1941, and it covered endings of just about every type. BCE was a monumental work at a time when endgame books were scarce, especially one authored by a player of Fine’s caliber.

Unfortunately, such an extensive book published in the pre-computer era had errors and was notoriously tough to slog through. It was also written in Descriptive Notation (P—K4, Kt—KB3, etc.), which put many readers off.

So in 2003, Random House published a new edition revised by Pal Benko (1928-2019), former world championship candidate and renowned endgame expert. It also includes a forward by another renowned endgame authority, Yuri Averbakh. This version of BCE was written in algebraic notation (e4, Nf3, etc.) and is much easier to read.

What I like about Basic Chess Endings

The explanations are very well done; but many contemporary books could say the same.

What sets BCE apart is the sheer number of instructive examples: 1,131 in all. Not all of them have diagrams; often, just the positions of the white and black pieces are listed and the line of play given. But these are supplemental examples, and never the main teaching positions.

Too many endgame books skimp on the number of examples, especially positions with several pawns for each side.  Another favorite endgame book of mine is A Guide to Chess Endings by Euwe and David Hooper, which contains only 331 examples. That one is a pocket guide, but still.

What I don’t like about Basic Chess Endings

My only complaint is that a hardcover edition isn’t available. A softcover reference book 586 pages long? I try to be very careful with my copy. Economics were surely a factor; most readers wouldn’t shell out $40+ for a hardcover edition, but couldn’t they have done a limited run?

Study suggestion

I recommend picking a section and working through all of the examples. Not all of “Knight endings” in one sitting, but a section, e.g. “One Knight and Pawns vs. One Knight and Pawns — Material Advantage.” Pick a section and work through the examples — you’ll learn exactly how you should play similar positions.