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Predator at the Chessboard

A Field Guide to Chess Tactics

Book II: The Pin and the Skewer


Removing the Guard
Mating Patterns

Ward Farnsworth
www.wardfamsworth.com
Book II: Table of Contents
4. The Pin and the Skewer

4.1. Arranging a Pin


4.1.01. Introduction
4.1.02. Simple Absolute Pins
4.1.03. Creating a Toothless Target
4.1.04. Upgrading the Value of the Target
4.1.05. Exchanges of the Target for Other Purposes
4.1.06. Clearing Excess Enemy Pieces
4.1.07. Consolidating Excess Enemy Pieces
4.1.08. Getting the Pinning Piece to the Pinning Square
4.1.09. Loosening the Pinning Square
4.1.10. Protecting the Pinning Piece
4.1.11. Pushing the Enemy King into Line
4.1.12. Making Use of Forced Interpositions
4.1.13. Making Use of Forced Captures
4.1.14. Using Threats and Captures without Check

4.2. Exploiting a Pin


4.2.01. Using Pawns to Attack the Pinned Piece
4.2.02. Ganging Up on the Pinned Piece
4.2.03. Using Checks to Separate the King from the Target
4.2.04. The Cross-Pin
4.2.05. Other Ways to Constrain the Pinned Queen

4.3. Other Uses of Pins


4.3.01. Pinning a Piece to Take Its Protectorate
4.3.02. Pinning a Pawn to Take Its Protectorate
4.3.03. Pinning a Pawn in Front of the King as an Aid to Mate
4.3.04. Pins of Pieces to Allow Mate
4.3.05. Pins to Mating Squares
4.3.06. Breaking an Absolute Pin
4.3.07. Strategy and the Absolute Pin

4.4. The Relative Pin


4.4.01. Simple Relative Pins
4.4.02. loosening the Screened Piece 2
4.4.03. Other Issues That Arise in Creating Relative Pins
4.4.04. Ganging Up on the Relatively Pinned Piece
4.4.05. Taking the Protectorate or the Relatively Pinned Piece
4.4.06. Taking the Protectorate: More Involved Cases
4.4.07. Breaking a Relative Pin: Moving the Screened Piece
4.4.08. Breaking a Relative Pin: Moving the Pinned Piece

4.5. The Skewer


4.5.01. Simple Skewers Through the King
4.5.02. Simple Skewers Through the Queen
4.5.03. Simple Skewers Through Rooks
4.5.04. Substituting the King to Create a Skewer
4.5.05. Other Substitutions: Queens. Rooks. etc.
4.5.06. Checking the King into Position
4.5.07. Working with Multiple Checks to Build a Skewer
4.5.08. Getting the Skewering Piece to the Skewering Square
4.5.09. Consolidating Excess Enemy Pieces
4.5.10. Preventing the Middle Piece from Guarding the Target
4.5.11. Skewers Where Enemy Pieces are Underdelended
4.5.12. Breaking a Skewer
4.5.13. Strategic Implications

5. Removing the Guard

5.1. Capturing the Guard


5.1.01. Introduction to the Section; Simple Cases
5.1.02. Cases Involving Multiple Steps
5.1.03. When the Target is Protected Twice
5.1.04. Capturing the Guard ofa Mating Square

5.2. Distracting the Guard (The Overworked Piece)


5.2.01. Simple Cases: One Guard Protects Two Men
5.2.02. One Piece Guards a Mating Square and Something Else
5.2.03. When a Piece Guards Two Mating Squares
5.2.04. Adding a Mate Threat to Create an Overworked Piece
5.2.05. Distracting a Rook from Duties Up the Board
5.2.06. Forking Squares and the Overworked Piece

5.3. Attacking the Guard


5.3.01. Introduction
5.3.02. Checks to Drive the King Away from Guard Duty
5.3.03. Flush Checks (the Decoy)
5.3.04. Decoys on the Diagonal: Bishop Check Sacrifices
5.3.05. Driving Off the Queen with a Threat
5.3.06. Using the Priority of Check
5.3.07. Attacks on the Queen to Loosen a Mating Square
5.3.08. Flush Attacks Against the Queen
5.3.09. Threats Against Rooks and Minor Pieces
5.3.10. Forking the Guard and Another Piece
5.3.11. Using Pawns to Threaten the Guard

5.4. Blocking the Guard (Interference)


5.4.01. Interference to Loosen a Piece
5.4.02. Interrerence to Loosen a Mating Square
5.4.03. Interference on the Penultimate Rank
5.4.04. Interrerence as Pan ofa Double Threat
5.4.05. Removing the Guard: Strategic Implications

6. Mating Patterns

6.1. The Back Rank Mate


6.1.01. Introduction; Simple Cases
6.1.02. Dealing with Interpositions
6.1.03. Sealing Off the King's Flight Squares
6.1.04. Drawing Defenders Forward
6.1.05. The Role of the Bishop I: Pinning Derenders
6.1.06. The Role orthe Bishop II: Preventing a Recapture
6.1.07. TIle Role of the Bishop III: Driving Back the King
6.1.08. Applying Pressure Up Close
6.1. 09. Combining Back Rank Themes with Forks
6.1.10. Combining Back Rank Themes with Discoveries
6.1.11. Combining Back Rank Themes with Pins
6.1.12. Combining Back Rank Themes & Removal of the Guard

6.2. Other Classic Mating Ideas


6.2.01. Introduction
6.2.02. Anderssen's Mate and Kindred Spirits: Mating on h8
6.2.03. Morphy's Male
6.2.04. Greco's Mate
6.2.05. Lolli's Mates; Damiano's Mate
6.2.06. The Knight As a Substitute in Morphy's Mating Pattern
6.2.07. The Knight As a Substitute in Greco's Pattern
6.2.08. Anastasia's Mate
6.2.09. TIle Arabian Male
6.2.10. Blackburne's Mate and Kindred Spirits
6.2.11. Boden's Mate
6.2.12. The Greek Gift (generally)
6.2.13. The Greek Gift: The King Goes to g6
6.2.14. The Smothered Mate
6.2.15. Legall's Mate and Pseudo-Sacrifice
Chapter 4.A
The Pin.
Arranging a Pin.

4.1.01. The situation just sketched is the most com-


Introduction. mon and important pinning pattern, but there
are others as well. Sometimes the most impor-
A pin occurs in classic form when one of tant consequence of pinning a piece is that it
your pieces is aimed at the enemy king with can do no defensive work. And a piece can be
some other enemy piece blocking its way. pinned to its queen instead of its king; indeed,
That other enemy piece cannot move, be- a piece can be pinned to anything more valu-
cause if it does it will expose its king to at- able than itself—or even to a piece less valu-
tack. (In the skeletal diagram, Black’s knight able than itself that is unprotected. When a
is pinned by White’s bishop.) piece is pinned to its king, this is known as an
absolute pin: the piece cannot legally move.
When a piece is pinned to some piece other
than its king, this is known as a relative pin.
A piece subject to a relative pin can be moved
without compunction if the benefits of doing
so outweigh the costs; a relatively pinned
piece may move and inflict a check of its
own, for example, buying time to move the
now-exposed piece out of danger a move lat-
er.

This part of the book follows the same peda-


gogical approach as the others. In each of
The paralysis of a pinned piece has several them we take a tactical motif, identify distinc-
consequences. The most important is that it tive features of it, and then drill the impor-
becomes a vulnerable target. Normally when tance of spotting those features on a crowded
you threaten one piece with another, the target board and building tactical sequences from
piece has the option of running away. This there. Thus in studying knight forks, one key
option is lost when a piece is pinned; it is was to realize that the potential for such a fork
trapped on its square. The only way to protect can exist when two enemy pieces lie on the
it is by rallying other pieces to its defense. same color square as one of your knights. In
Thus the usual next step after a pin is created studying queen forks, the key was to look for
is to go after the pinned piece with other artil- a check the queen could inflict or a loose
lery—preferably something small but lethal piece it could attack. If both could be found,
such as a pawn, but anything less valuable the question was whether they might be com-
than the pinned piece may make a fine attack- bined; if one element could be found, the
er. (And sometimes the piece that imposes the question was whether the other might be
pin will itself perform the capture.) Often a created. In studying discovered attacks, the
series of pieces from both sides will rush to key was to look for the kernel: one of your
the scene of the pin; in that case the outcome pieces blocking the path of another. Then we
depends on how the number and value of the went to work looking for ways to create tar-
pieces attacking the pinned piece compare to gets for each of the pieces.
those defending it. Time is of the essence in
these situations, since as moves go by it often Here our approach is similar. We begin with
becomes possible for the enemy king to move the absolute pin. The one thing all such pins
and thus to release the pinned piece from its have in common is that the enemy king lies at
predicament. the end of them. This principle will guide our
inquiries. In each position we'll start by trac- Black’s rook is lined up with its king on a
ing lines out from the enemy king, looking for diagonal.
any enemy pieces that are aligned with it or
that might be drawn onto the same line and
pinned there. This is a useful method both
because it makes the process of hunting for
pins more systematic and because it builds the
good habit of always studying the enemy
king’s position carefully.

We will introduce the relative pin and the


skewer in due course.

4.1.02.
Simple Absolute Pins. Dg484: White to move

This initial section illustrates basic pins; it is White can win the piece if he can get a bishop
principally for those who are new to the tac- or queen to the diagonal; thus Qa1 imposes
tic. In each case the piece that imposes the pin the pin and QxR takes the rook a move later.
does so in one move and then takes the pinned
piece. Use the same thought process to find a pin for
White. Which Black pieces are lined up with
his king? His knight, on the same diagonal.
What can White use to pin the knight? His
queen, with Qa4. The knight can't be moved
or guarded, so QxN wins it a move later.

Dg483: Black to move

Dg483: It's Black's turn to move in the dia-


gram on the top. Start with White’s king;
trace the lines leading away from it; look for
any other White pieces aligned with it. Here Dg485: White to move
White’s rook is on the same long diagonal.
This means the rook can be pinned by a queen Dg485: A good question to ask about a pin
or bishop. Black has a bishop ready for the like this is what Black might play in response
job: he plays Bd5. Now the rook can't legally after White starts with Qa4. Might he launch a
move because it would expose the king to counterthreat of his own? He can, with g5-g4;
attack. No matter what White does now, and now it looks like he is poised to take
Black plays BxR on the next move and wins White’s knight if White takes his. But rather
the rook. than fuss over this threat, White just goes
ahead and plays QxN+. Notice that this gives
Dg484: Again trace the lines extending from check, a natural result when a piece pinned to
the enemy king’s position; look for pieces its king is taken. Black therefore must spend
aligned with it. Here as in the previous frame his next move taking his king out of danger,
rather than playing g4xN as he hoped—and
then White will have a move he can use to
relocate his knight safely. Here White took that Black's queen is an obvious candidate for
advantage of the principle known as the prior- a pin. White just needs to bring force to bear
ity of check: QxN forced Black to address the down the e-file, and this he does with Re1.
threat to his king, and in effect gave White Again, since the queen is being pinned the
two moves in a row. We have seen this theme piece doing the pinning needs protection, and
before and will return to it many more times. in this case White’s queen on d1 provides the
backup. One way or another Black loses his
queen (for a rook) on the next move. Another
way to see the point is defensively. You look
at the checks Black threatens and see that he
is about to mate with Qxh2#. Playing g2-g3 is
one way to defend against this—but of course
Re1 is better, as it pins and then wins the at-
tacker.

Dg486: White to move

Dg486: This time Black’s e5 knight and his


queen both are in line with his king. The
knight isn't a suitable target for a pin because
it has a white pawn in front of it, but the
queen can be pinned on the diagonal with
Bb5. Since the queen can slide in all direc-
tions, it can attack any piece that pins it; in Dg488: White to move
this case, for example, Black could reply to
the pin with QxB. This means that if you want Dg488: A glance at the Black king's lines
to pin a queen you need protection for the turns up his knight on the same rank with
pinning piece. Here the bishop gets protection nothing between them. This visual fact should
on its new square from the knight on c3—so trigger thoughts of a pin. To achieve it you
if Black does play QxB, White replies NxQ need a piece that makes horizontal attacks: a
and wins the queen for a bishop. Later we will rook or queen; thus White plays Rh7 and now
study more complex positions where protec- the knight is stuck on its square. It will take
tion of this sort must be arranged. Black too long to get a guard to its side, so the
knight will be lost to RxN.

Dg487: White to move


Dg489: White to move
Dg487: The previous pins all occurred along
diagonals; here is one that runs vertically.
When you scan the enemy king's lines you see
Dg489: Scan out from Black’s king in all di- tion to be forked; another, relevant here, is the
rections and you find not one but two pieces capture that leaves one of your pieces aligned
lined up with it: the knight on e5 and the rook with your king, and so able to be pinned. Thus
on b5. Both should be considered possible the key fact about QxN for White is that it
targets for pins. White can pin the knight puts his queen in line with his king with noth-
along the file with a vertical attacker—his ing between them. Would Black be able to
rook: Re1. But the knight has protection from take advantage? Yes: his dark-squared bishop
the rook on b5, and by the time White can get is available to play Bb4—and since that
another attacker to the scene (i.e., his f-pawn) square is guarded by Black’s queen, White
Black will be able to move his king and re- wouldn't be able to escape trouble by striking
lease the knight from its paralysis. back with QxB. He would lose his queen. So
So now compare White’s other possible pin: the initial capture QxN is unsafe.
Ba4. This time it works. The rook has no
guard, so it is immediately vulnerable; if 4.1.03.
Black moves his king to release it from the Creating a Toothless Target.
pin, the rook gets taken anyway with BxR.
The simple pins we have discussed had sever-
Just for fun, think back to the original idea of al essential elements, any of which may be
Re1. It would work if Black’s rook were on absent from the positions you find on the
b8—though not if Black’s rook were on b6, board in front of you. In that case you may be
for then Black would reply to Re1 with Re6. able to create the missing elements or substi-
In that case the knight on e5 still would be tute for them. In all the positions so far, for
subject to a relative pin (if it moved, the rook example, the pinned piece made a good target
behind it would get taken); but if White tried for the piece that pinned it; sometimes that
to take advantage with f2-f4, attacking the will not be so. In each case there were open
pinned knight, Black would have the discov- lines between the pinning piece and the
ered attack Nf3+. No matter what White did, pinned piece, and between the pinned piece
he at least would lose his rook for a knight. and the king; sometimes this will not be so. In
every instance the king and the pinned piece
were in a line at the start of the position;
sometimes that will not be so. Spotting and
rectifying these sorts of obstacles will be our
project in the next few sets of studies.

Dg490: White to move

Dg490: Here is a study in temptation best


resisted. Black’s bishop on g4 is loose; so is
his knight on c3—and it’s under attack.
Should White play QxN? So it seems, since Dg491: White to move
Black has no way to recapture. But worry not
just about whether your capture results in a Dg491: We start with pins that need to be
recapture but also about whether it creates any perfected by replacing a target that can bite
patterns that you or your opponent would be back with one that is toothless. To the left is
able to exploit. An important example is the the point in simplest form. Start from the
capture that leaves one of your pieces in posi- Black king and work out along the lines lead-
ing away from it. You see that the bishop on Now White plays Ba3 and takes Black's rook
d4 is vulnerable to a pin. But it would have to a move later, winning a piece.
be pinned on the long diagonal leading toward
h8; and if a White piece pins it on that line, Dg493: Here we see that Black’s bishop al-
the bishop will be able to bite back. Thus Bb2 ready is pinned, but it seems safe because it's
by White leads to BxB+ by Black (followed a attacked twice and protected twice. White
move later by RxR). But since Black has left could add to the pressure with e4-e5, but then
a piece in pinnable position, perhaps White Black has BxB; indeed, he is poised to play
can trade it for a better target by capturing it that move next in any event. So White’s natu-
and pinning the piece that performs the recap- ral idea is to force a substitution. Thus 1. RxB
ture. He plays 1. RxB, RxR; 2. Bb2, and now leads to 1. …RxR (KxR is out for Black be-
Black’s rook is pinned. White takes it a move cause the square remains under attack; his
later with BxR. king can’t move there). The pinned Black
piece has been changed from a bishop that
Now incidentally you may have noticed that can defend itself to a rook that is genuinely
White’s rook also exerts a pin against Black’s paralyzed and that can’t lash out against the
bishop: if the bishop moves, White has bishop that pins it.
RxR—another example of a relative pin. But
White can’t do anything with it. If he goes
after the bishop with Be3, Black breaks out of
the pin with Bc5+; since the move gives
check, White has to spend a move replying to
it with BxB—but now Black is the one who
plays RxR, winning the exchange. A different
way for White to try to take advantage of the
pinned bishop would be to attack it with his
king—e.g., Kb3. But then Black has Bf6,
moving the bishop to safety and using it to
guard the rook at the same time.
Dg493: White to move

Now e4-e5 works, as White takes the rook


with his pawn a move later no matter what
Black does.

Dg492: White to move

Dg492: Our current idea with the pieces ar-


ranged a little less obviously. Again a routine
scan of the Black king’s lines reveals that the
bishop on c5 is poised to be pinned, but you Dg494: White to move
can’t pin a bishop along a diagonal; it can bite
back. So once more White first performs an Dg494: Start by looking for a piece in a pin-
exchange, taking the bishop with RxB. After nable position. Here it’s Black’s bishop on e7.
Black replies RxR, the bishop has been When a bishop is on a diagonal with its king
swapped out for a rook—a suitable target. it probably cannot itself be pinned, but often
an exchange can be used to replace it with a
better target. Here White considers each piece that Qa3 would work—if Black’s bishop were
he can use to take the bishop and picks the replaced by a piece that wouldn’t be able to
least valuable one—his knight—to do the bite back.
dirty work: 1. NxB, RxN. (Again, Black can’t
recapture with his king because e7 still is un-
der attack.) Now Black’s rook is ready to be
pinned by Bg5 and taken a move later: White
has two pieces trained on the rook, so again
the king—the only piece protecting it—will
not be able to recapture after RxR.

Dg495: Now our present theme seen from


Black’s side. The sight of White’s bishop on a
diagonal with his king is suggestive. The bi-
shop isn’t a good target for a pin, but perhaps
an exchange would fix that. Black has one Dg496: White to move
piece usable for the purpose:
So White looks for an exchange. It can be
done with his rook or knight, so he picks the
cheaper piece and plays NxB. Black replies
NxN. Now comes Qa3 and the knight is im-
mobilized. White can take the knight with
either piece—his rook or queen—since the
one not used will provide cover for the one
that is, preventing Black’s king from recaptur-
ing.

Dg495: Black to move

he plays RxB, and just as in the previous posi-


tions White has to play RxR, rather than KxR,
because d3 still is attacked. Now Black has
the pin Bb5. White’s rook finds itself attacked
twice and protected once, so White’s king
won't be able to recapture when Black plays
BxR on the next move.
Dg497: White to move
Notice a recurrent theme: when the pinned
piece is adjacent to its king and protected by Dg497: The beginnings here are familiar: a
it, try adding more attackers. The king’s pro- bishop on the same diagonal as its king, not
tection of the piece then becomes illusory, itself able to be pinned but on a square that is
since it can’t recapture on a square that still is vulnerable to a pin if a better target is put
under fire. there; White has a bishop ready to deploy to
b2. So White forces a substitution: RxB. No-
Dg496: As usual we find a bishop adjacent to tice that Black can’t reply d6xR because the
its king on a diagonal. It can’t be pinned, but d6 pawn is pinned to his queen—a case of a
it's on a square that is subject to a pin. White relative pin, and a pattern we will study in
asks whether he has a way to exert a pin detail later. Black can recapture only with
against the bishop’s position; he looks for QxR. Now White pins the queen with Bb2.
pieces that can operate on a diagonal and sees Since the queen can strike back against the
bishop (or any other piece that pins it), the
piece imposing the pin requires protection; and a better position for White (he ends up
here the bishop gets backup from the rook on with a strong center). Black probably is better
b1. off skipping Qg7 and instead playing his king
to f7. This makes room for him to reply to
4.1.04. White’s Rxe5 with Re8, which prevents
Upgrading the Value of the Target. White’s rook from dominating the file opened
by its capture of the pawn.
Sometimes you will have a pinning opportu-
nity but the value of the piece you can pin is
too low to be exciting—and maybe even too
low to be workable. Again, exchanges may be
used to upgrade the target to something better.

Dg499: White to move

Dg499: The idea of this chapter in simple


form. There are two ways to see it. The first is
to do the usual scan of the lines leading out
Dg498: White to move from Black’s king. You see a pawn on e5 that
can be pinned to it. As in the last case you
Dg498: In this first case, a simple scan of the consider an upgrade by substitution. Here the
enemy king’s lines turns up a pawn on e5 pawn’s only guardian is the queen on f6,
ready to be pinned. You might imagine Re1, which would make a superb target for a pin;
but notice a fatal problem with it: the pinned so White plays Nxe5. If Black is foolish
pawn can step forward to e4. Now it has pro- enough to reply Qxe5, White has Re1, a clas-
tection, plus it attacks White’s knight, plus it sic pin of the queen by White’s rook. Black
has unmasked an attack by Black’s bishop at takes the rook with his queen; White replies
g7 against White’s loose pawn on b2. (When QxQ and has won a queen and a pawn for
a player has bishops arranged like Black does knight and a rook—a good trade.
here, be very careful to consider the conse-
quences of pawn moves in the center that may The other way to see the idea is to experiment
open paths for them.) with captures and their consequences. Thus
White plays Nxe5 in his mind’s eye, imagines
But don't give up. Where the enemy has any- Black replying QxN, and notices that this puts
thing on a pinnable square you have an im- Black’s king and queen conspicuously on the
portant tactical opportunity: perhaps the lowly same line. The general lesson is to think
pawn can be exchanged for a more valuable through any captures you can make—in
and vulnerable target. Here White invites the search not just of immediate profits but of
substitution with Nxe5. If Black replies BxN, alignments left behind afterwards.
then instead of a pawn on e5 we have a bi-
shop. White can pin it with his rook or queen; Dg500: Black's king and d5 pawn are on the
he chooses the cheaper piece and plays Re1. same diagonal with nothing between them. At
Black has no effective defense. He can play first this might seem a minor opportunity, but
his queen to g7, but then White throws anoth- in fact it is important. It means that if you take
er attacker at the target with f2-f4. The bishop the d5 pawn and your opponent recaptures,
must be lost, resulting in the gain of a pawn whatever he uses for the recapture may create
the kernel of a pin on that diagonal. The next ing a recapture. Here the only White piece
question is whether you have a tool available that would be able to recapture if the pawn
to impose such a pin, and you do in the light- were taken is his queen, so the stakes are high
squared bishop on b5. And best of all, the enough to justify a queen sacrifice by Black.
only guard of the pawn is Black’s queen. He starts with Qxg2+. QxQ is White’s forced
reply—and now his queen is pinned. While
White can play QxB, he can't move the queen
off of its diagonal; so anything it appears to
protect, it doesn’t. What the queen appears to
protect—but no longer does—is the rook on
e2, so Black takes it with RxR. Now White
goes ahead with QxB, but after Black plays
b7xQ he has won the exchange and a pawn.

4.1.05.
Exchanges of the Target for Other Purposes.

Dg500: White to move Capturing the pinned (or potentially pinned)


piece, and so causing it to be exchanged when
So play through the capture in your mind’s your opponent recaptures, can have pleasing
eye: Nxd5; and then if Black plays QxN side effects apart from an upgraded target. It
White has Bc4, pinning the queen and win- may serve to loosen the square you need or to
ning it after Black plays QxB and White rep- open lines you can use to rally offensive fire-
lies d3xQ. power against the pinned position.
Again the lesson is to pay attention to enemy
pawns that are pinnable. Pinning them may be
worthwhile in itself; but even if not, it may be
that they are vulnerable to capture because if
the enemy recaptures you can pin whatever
piece he uses for the purpose.

Dg502: White to move

Dg502: Here's an easy one. The first thing to


spot in this first illustration is the Black
knight in line with its king—a kernel of a pin
that must not be overlooked. Next look for a
piece with the power to impose the pin; see
Dg501: Black to move that the bishop on b3 can get to d1 in one
move. Now size up the impediments to the
Dg501: Black has three pieces trained on the idea. The pinning square, d1, is guarded by
sector of the board where White’s king sits. the rook on d2, which also protects the knight.
Most important is the pin of the g2 pawn by What to do? One way to move a bothersome
Black’s bishop. It’s not the pin of the pawn enemy piece is by taking something it pro-
per se that is critical; it's that the bishop has a tects. In this case the bothersome piece is the
pin on the g2 square and whatever happens to Black rook, and it protects the knight on e2
be sitting there. It may be possible to upgrade (as well as the pinning square). So White
to a better target by taking the pawn and invit-
plays RxN, Black replies RxR, and now the important point to see is that White’s rook on
pinning square has been loosened—and the c7 pins the Black rook on d7. The next
target of the pin has been changed to a rook. thought is to try to take the pinned rook, but
Bd1 paralyzes the rook and wins it a move you see that this cannot now be done because
later, as Black has no resources available for the rook is protected as many times as it is
its defense. attacked: twice each way. You think about
adding more pressure against the pinned piece
with, say, 1. Qb5; but you have to consider
Black’s options as well as yours, and with so
many pieces clustered in the picture it’s not
surprising that he has his own resources to
try: he can play 1. ...Rd7xRc7. The pin is re-
moved, and if White plays QxQ Black just
replies RxQ. Lesson: if the enemy’s pinned
piece has the power to take your pinning
piece, ask what the consequences of that de-
fense would be.

Dg503: White to move Since immediately adding pressure doesn’t


work, a next thing to consider is a preliminary
Dg503: Trace the lines leading out from exchange of the pinned piece to simplify mat-
Black’s king and see that the rook on c5 is ters: White starts with 1. Rd6xRd7+, and
positioned to be pinned. Consider whether Black is forced to reply Rxd7 unless he wants
White has any pieces with the power to im- to just let go of the rook. The pinned piece is
pose the pin; he does, in the dark-squared left attacked once and defended once. Now try
bishop on e1. So you turn to the obstacles to adding 2. Qb5. This time it works: if 2.
carrying out the idea, and find that the bishop ...Rd7xRc7, White plays 3. QxQ—and
can’t get to the pinned square—b4—because Black’s queen is lost since it has no defender.
its fellow rook is in the way. White’s job is to (Notice that Black can’t play the defense 2.
clear the rook from c3, and to do it violently ...Rd1+ followed by QxQ after White fends
enough to allow Black no time to avoid the off the check; the rook on d7 remains pinned
pin that follows. The natural way to do it is to its king.) In effect the Black rook ends up
with a check or capture. Here the capture in a cross-pin, pinned to its king by White’s
works: 1. RxR, RxR, and now Bb4 pins and rook and to its queen by White’s queen. We
wins the rook. will study more examples of cross-pins later.
The point for now is to see how taking the
pinned piece and calling for its replacement
can improve your ability to put decisive pres-
sure on the pinned position.

Dg505: This one requires some foresight. The


square to notice is e6. It looks unassuming,
but it's the focus of the pressures on the board;
it is attacked twice by White and defended
twice by Black. As we know, in this sort of
position it pays to ask what would happen if
those potential exchanges all were made, so
Dg504: White to move that the board became simplified with a last
enemy piece left standing on the contested
Dg504: Now it gets a little more interesting. square: what would then be possible? The
The two sides have a knot of pieces in the train of thought is especially important here
middle of Black’s end of the board. How can because the disputed square is on a diagonal
White take advantage? Look for pins. The
with the Black king, suggesting the possibility
of a pin once the smoke clears. White has his
light squared bishop positioned to move to d5,
making the chance for a pin more than hypo-
thetical.

Dg506: Black to move

As soon as he plays Rxc5 his rook is poised to


be pinned. White then has Qb4, and now it's
Black’s rook that is attacked twice and pro-
tected only once—and paralyzed to boot. It is
Dg505: White to move lost next move. The point of the position is to
think carefully when you are looking at a
So think through the sequence: White plays possible series of exchanges and tallying up
Nxe6; Black replies BxN. White plays RxB; how many times a square is attacked and de-
Black replies QxR. Now White plays Bxd5, fended. Sometimes a piece not currently
pinning the queen and winning it a move lat- putting pressure on the square can swoop in
er. (Of course a piece that pins the queen afterwards and impose a pin that changes eve-
needs protection, and here the bishop gets it rything. The time to worry most about this, of
from the rook on d1. The knight on d4 would course, is when the contested square is on a
have been moved out of the way two moves line with either king.
earlier. When you imagine using a piece dur-
ing a sequence, be careful to imagine that the 4.1.06.
square it used to occupy becomes vacant.) Clearing Excess Enemy Pieces.

In a sense this position, like others we recent- Sometimes you will find not one but two or
ly have seen, just involves upgrading a target: three enemy pieces lined up on the same file
the pawn on e6 eventually is traded up to a or diagonal with their king. It may be that
queen. But in practice you might not see the none of them can then be pinned, because a
possibility of the pin right away here because working pin (at least of the kind we now are
the target of it looks so unpromising at first. examining) requires an unobstructed path
Still, anytime your bishop is one move from from the king to the pinned piece and from
being able to land on the enemy king’s di- the pinned piece to the pinning piece. How do
agonal and pin anything there, it's worth ask- you deal with excess enemy pieces on the
ing whether exchanges on that square might needed line? There are a couple of standard
make the pin profitable. ways. You might be able to threaten or lure
one or more of them out of the way; or you
Dg506: Here's a study in the defensive side of might be able to capture one of the enemy
our current theme. Black sees that White’s pieces in a manner that requires the other
pawn on c5 is attacked twice and protected enemy piece or the enemy king to recapture,
just once. He's tempted to play Rxc5, picking thus simplifying the line and leaving the re-
up the pawn for nothing since White doesn’t maining piece pinned.
dare recapture. But the thing to see is that the
contested square—c5—is on an open diagonal Dg507: In this first example to the left, an
with Black's own king. inspection of Black’s king and its lines turns
up two enemy pieces aligned with it: the
knight and bishop on the d-file. Indeed,
White’s rook on d1 already exerts the needed
pressure for the pin; if either the bishop or
knight were removed from the picture, the pin
would be complete.

Dg508: Black to move

Now the bishop is paralyzed, and again the


pawn simply marches forward to take it with
h4-h3 and then h3xB a move later.

Dg507: White to move

This can be achieved by chasing one of the


pieces away, and the best way to do this is
with a pawn. Pieces flee pawns; they can't
afford to be captured by them. So White plays
c2-c4, and suppose Black moves his knight in
reply. Now the bishop on d6 is left pinned. It
has protection, so how should the pin be ex-
ploited? With another push of the same pawn:
White plays c4-c5, and the bishop gets taken a
move later. Dg509: White to move

When White initially moves his pawn to c4, it Dg509: On the surface this position does not
might have occurred to you that, instead of look much like the others in this chapter, but
moving the knight on d5, Black can use his again a scan of the king’s file turns up two
other knight to capture the pawn. Yes; but of enemy men in line with it—a piece (the queen
course Black's other knight is then left loose, on g2) and a pawn (on g7). If the pawn were
and White takes it with his rook. Still, that out of the way, White could pin the queen
sequence does at least get Black a pawn in with Rg1. Threatening the pawn won’t work;
return for his lost piece. you can’t scare a pawn if it has protection,
and even a frightened pawn can’t move off of
Dg508: Here's the current concept seen from its file. The standard way to clear an enemy
Black’s side, and this time against a castled pawn, rather, is to take something it protects,
king. One of the hazards of allowing a king to inviting the pawn to move off its file to per-
lose part of its pawn cover is that pieces can form the recapture. The g7 pawn protects the
then be pinned to it. Here White’s knight and knight on h6, so White plays RxN; Black rep-
bishop are lined up with Black’s queen aimed lies g7xR; and now Rg1 pins Black’s queen,
through both of them like a kebab. If one of with protection furnished by the knight on e2.
the White pieces could be removed, the one
left behind would be pinned to the king. You might think you could also make gains
Again Black makes use of a pawn: h5-h4, and here by playing the same idea in reversed or-
White’s knight has to vacate its square to sur- der: Rg1; then, when the Black queen moves,
vive. Rh5xN, with the pawn on g7 pinned and una-
ble to recapture. Not quite, however. Black
replies to Rg1 with Qxf2; and then if White
takes the h6 knight with his other rook, Black queen, and with good protection, by playing
has Qxe3—a fork of White’s h6 rook and his Rg1 if the pawn on g7 weren’t in the way.
bishop on d3, both of which are loose. White This time the pawn can’t be moved by taking
still can pull his chestnuts out of the fire by something it guards because it doesn’t guard
moving his queen to d6 (threatening Black’s anything. The situation calls for a different
loose bishop) and then to h2 (threatening to approach: perhaps the pawn can be captured.
mate with the rook already on the h-file), but This won't help if the piece you use to make
these kinds of complications are beyond the the capture is left on the needed file, for then
scope of the current lesson. you would have replaced one obstruction with
another. But the result may be a useful simpli-
Still, it's worth studying the initial forking fication if your piece will be recaptured by the
idea for Black here that makes Rg1 not so enemy.
attractive as a first move for White. It would
be easy to overlook; a key to not overlooking The point: White plays Rxg7+, taking the
it is to be mindful at all times of loose pieces pawn and also forking Black’s king and
on the board—your own as well as your op- queen. The priority of check requires Black to
ponent’s. As White you should realize that deal with this rather than delivering mate on
you have a loose bishop already on d3 and f2; he has to capture White’s rook with KxR
that your rook currently on h5 will be left or QxR. Either way the three Black men on
loose on h6 after the capture. Loose pieces are the g-file have been reduced to two. Now Rg1
a big deal. They make good targets for forks, pins Black’s queen. Black plays QxR and
especially by your opponent’s queen. Since allows his queen to be recaptured, and in the
the whole idea of starting with Rg1 would be end White has traded two rooks for a queen
to drive off the Black queen, you have to ask and a pawn. More to the point, he has turned a
whether the queen, once driven off, could go lost position into a winning one.
make trouble for the loose material you would
be leaving around the board. It could indeed. This section is titled "consolidating enemy
pieces" because that is, in a sense, what hap-
4.1.07. pens: enemy pieces spread over multiple
Consolidating Excess Enemy Pieces. squares are, through captures, consolidated
down to a single square, which then becomes
a suitable target for a pin.

Dg510: White to move

Dg510: In some respects this position resem- Dg511: White to move


bles others we have seen recently, but notice
that White’s position is more vulnerable. Dg511: Here the key line is the long diagonal
Black threatens Qf2# and at first blush White where Black has a queen and two pawns lined
seems to have no good defense against it. up with his king; the cluster of king and queen
Again, though, Black's king is on the g-file alone should get you thinking about a pin. To
with a pawn and queen spread apart in front the untrained eye the Black pawns on the di-
of it; again White would be able to pin the agonal might seem to scotch the idea, but you
know better: it may be possible to avoid such has been simplified to just the king and the
pawns or get rid of them, turning the other target.
piece on the line into a pinnable target. Start
by looking for a piece of your own that can 4.1.08.
reach the line at issue. Here you see that your Getting the Pinning Piece to the Pinning
dark-squared bishop can get to e5 in one Square.
move—and that if the pawn on f6 were re-
moved, Be5 would pin the queen. The pawn Once you find or create the kernel of a pin—
protects nothing that you can take, but again an enemy piece lined up with its king with
you can capture it: Rxf6 picks up a pawn, and nothing between them—you have to (a) figure
now if Black plays QxR his queen is ready to out what piece you can use to impose the pin
be pinned with Be5 (the bishop takes protec- and (b) get it onto the square it needs. Some-
tion from the rook on e4). Black plays QxB, times the path to the pinning square is not
and after White recaptures he has won a clear, and in that case there are standard me-
queen and a pawn for a rook and a bishop. thods to consider to remove the obstructions.

Dg512: A look at the White king's lines turns


up possible targets for a pin on the diagonal—
but one too many of them. Removing White’s
rook or queen from the board would leave the
other piece pinned. If Black could take
White’s queen, White would recapture with
his king and the rook would be pinned; but
that’s impossible. So consider the other end:
can Black take White’s rook?

Dg513: White to move

Dg513: We start with the easy case to the left.


Searching from the Black king outward, you
see the knight on e4 is ripe to be pinned. It’s
on a diagonal, so the pin would require a
queen or light-squared bishop. The bishop is
available but its path to the pinning square is
blocked by White’s own rook on e2. When
one of your own pieces obstructs the path of
Dg512: Black to move another, the usual solution is to vacate the
obstructing piece in a violent manner that
Yes, with the pinning piece: QxR, leading to requires a reply. Here the rook can take the
QxQ. Now White’s queen and king are alone pinnable knight, so White plays RxN; Black
on the long diagonal and the board is arranged replies RxR; and now the way is clear for
for a pin. By using the queen to capture, of White to play Bd3, pinning the rook and tak-
course, Black lost the pin that was in place at ing it a move later. White ends up a knight to
the start, but now he creates a fresh one with the good.
Bb7. The bishop pins the queen with protec-
tion from the knight on d6. White’s queen is By the way, this is another case where White
lost, producing a net gain for Black. Lesson: also starts with a relative pin in place: if Black
sometimes you can consolidate excess enemy moves his knight, White has RxR. Though
pieces by taking one of them with the pinning our full study of relative pins will come later,
piece, then imposing a fresh pin once the line we can ask briefly whether it makes sense for
White to exploit this one by attacking the
knight with Bg2. Black has a natural re- knight), and the rook’s path to f3 is clear. Rf3
sponse: he saves his knight and uses it to pro- will win the knight a move later. Another way
tect the rook by playing Nd6. Now White to see this idea is to start by experimenting
plays RxR; Black plays NxR—and White has with any exchanges you can force and their
Bxb7, for notice that Bg2 also cross-pinned consequences. Here White can play NxB,
Black’s knight to the loose pawn on b7. But inviting the reply NxN—a standard swap of
this only nets a pawn. White still should win, minor pieces. What makes it interesting is the
but not as easily as he would with a whole aftermath, as now the way is clear for a pin.
extra piece.

Dg515: White to move


Dg514: White to move
Dg515: Black’s queen and rook are on the
Dg514: Your train of thought this time might same rank as his king. At first a pin seems
begin with the observation that Black has pin- nowhere in sight; it would have to to be im-
nable pieces on two axes: his knight on e7 and posed by White's own rook or queen, and nei-
his bishop on f5. At first pinning the knight ther can reach the seventh rank. The trick is to
seems the more plausible idea because White look through the obstacles: White has his
can do it right away with Bd6, but then there rooks doubled on the same file as Black’s
is no decisive follow-up: the knight itself is rook on d7; if the pawn on d6 weren’t in the
guarded, so taking it won't be profitable. It way, White could play RxR, pinning and then
might seem that White could take advantage winning Black’s queen. The question is how
of the knight’s paralysis by playing NxB with to get the pawn off of its file. Do it the usual
impunity (or by starting with BxN, inviting way: take something the pawn protects. The
the recapture KxB—and then playing NxB). only thing it guards here is the knight on e5,
But remember that after White imposes the so White plays QxN—a costly sacrifice, but
pin Black’s has a move to play, and he can one that pays off. Black replies d6xQ. Now
spend it taking his bishop out of danger. the obstruction to the pin has been removed,
allowing White to play RxR and then win the
So now think about the other possible target queen. The rear rook provides the needed
for a pin: Black’s bishop on f5. At first no pin cover for the forward one. White nets a piece
might seem possible because White’s rook is with the sequence.
out of range and the bishop is guarded, but be
more precise about the obstacles: the bishop Dg516: Here is a challenging study. The snug
has a guard in the e7 knight; and the White alignment of Black’s king and queen on the
rook’s path to the pinning square (f3) blocked same diagonal should jump out at you as the
by the knight on e3. When these problems are makings of a possible pin. Since the pinned
seen together their solutions suggest them- piece would be a queen, the piece doing the
selves. Again we vacate the obstructing piece pinning would need protection; Bc6 therefore
violently with NxB. Black replies NxN, and wouldn’t work. Do you have any protected
now both problems are gone. The protected squares on the king and queen’s diagonal?
target has been replaced with a loose one (the
made possible by some quirks of the position.
The first lesson is the importance of realizing
when a pinning square exists; once you have
found or created such a square, you can turn
your attention to ways of getting a suitable
piece there. Second, the position shows the
importance of thinking about moves that di-
rect your pieces where you want them to be
and thinking carefully about what your oppo-
nent would be able to do in reply. Sometimes
his options will be more limited than you
Dg516: White to move might expect.

Yes: b5. If White’s light-squared bishop were 4.1.09.


there, it would pin the queen and also attack Loosening the Pinning Square.
Black’s rook on a6, which you notice (be-
cause you always notice these things) is loose.
So the remaining question is whether you can
maneuver your bishop to b5 fast enough to
achieve the pin. Look for a route to that
square for the bishop and you see just one:
Bd3, then Bxb5. Bd3 doesn’t check or capture
anything, but since it’s the natural move to
pursue the pin you imagine it and see what
response it would provoke. Let’s see: Would
Black move his king to avoid the coming pin?
If he does, then White still plays Bxb5 and
forks the rook and queen. Would Black move Dg517: White to move
his queen or rook so that he could take
White’s bishop when it lands on b5? He Dg517: Now for a couple of examples where
could, but since the bishop has protection the basics of a pin are in place but the needed
from a pawn White still would win at least the square is guarded by your opponent. We need
exchange. not belabor the techniques here since they are
familiar from earlier work on loosening a
Black ends up having no good reply to Bd3 forking square, but a brief look will help
despite having a move he can use to defend make the patterns more visually familiar. In
against the coming Bxb5. His real problem is the frame to the left White sees an obvious
that b5 is both a pinning square for White and kernel of a pin: Black’s queen and king are on
a forking square of a type familiar from the the same diagonal. White’s light-squared bi-
chapter on bishop forks (notice the familiar shop is available, can reach the pinning
triangle between b5 and Black’s rook and square—d5—in one move, and will have pro-
queen—and the king behind the queen). Plus tection there from its queen. But White sees
b5 is protected by a White pawn. The square that the pinning square is protected. Indeed,
is so strong for White that even with a move’s the square is attacked twice by White but pro-
notice Black can’t avoid being hurt by it. tected twice, by Black’s queen and knight.
Black best response to Bd3 is Rb6; then he What to do? Exchange away one of the
can reply to Bxb5 with RxB and merely suffer guards. White plays BxN; if Black recaptures
a4xR—losing the exchange and a pawn. with a7xB, the exchange has left the pinning
square with only one Black defender. Now
This position does not involve clearing lines. White safely can play Bd5, pinning the queen
It just involves moving the bishop over to the with support from White’s own queen on d1.
pinning square in two moves, a sequence Black’s queen is lost.
his queen, but then Black also has Nc4xe5.
Black ends up with a knight and a pawn in
return for two pawns.

That last paragraph assumes that White deals


with the Black pawn on a4 by capturing it.
You might wonder whether White could in-
stead just move the b3 knight to a safer
square, such as c1. But if play goes as we've
been describing, that knight move has a troub-
ling consequence. White can then move his
Dg518: Black to move bishop (now on d8, remember) to b6, which
forks the White king and queen. By instead
Dg518: Black’s dark-squared bishop is poised playing Nxa4, White throws an attacker at the
to move to c5, pinning White’s queen. Any b6 square and so heads off the fork. Black
problem with this? Yes: White replies NxB. still takes the knight with his b-pawn, but then
Black needs to get rid of the White knight on Black has a move to take his queen out of
b3 before the pin will work. He can't ex- forking range.
change away the White knight because no
Black piece attacks it. 4.1.10.
Protecting the Pinning Piece.
So now instead of a capture consider a threat.
Black plays a5-a4, and White’s knight must
flee unless it is to be sacrificed with only
Black’s pawn as compensation. Accepting
that sacrifice actually would be the better part
of valor here, since if White does move his
knight—say, to d2—Black follows up with
Bc5, pinning and then taking Black’s queen
with support from the rook on c8.

The lesson is to think carefully about the


pieces that guard the square you need. Ex-
changing them away or threatening them with Dg519: White to move
pieces less valuable than themselves may
leave the pinning square (or forking square, or Dg519: We have seen that if you pin the ene-
whatever square) weak enough for occupa- my queen to its king, the queen always will,
tion. in principle, be able to take the piece that pins
it. The reason, of course, is that the only piec-
By the way, White has another line of reply es capable of imposing a pin are your bishop,
that produces a similar material result. After rook, and queen, and the enemy queen can
Black starts with a5-a4, White can try a coun- move in the same way as any of them. This
terattack: a2-a3, making a hostage out of generally means that any piece that pins the
Black's b4 bishop. The bishop retreats to e7; queen requires protection. (There are excep-
this buys time for White to take his queen out tions to this statement that we will consider
of danger, too, and with a threat: 3. Qa7. later, but it holds as a general rule.) We al-
Again Black retreats: 3. ...Bd8. Remember ready have seen the point a few times, so here
that Black still has a pawn on a4 threatening we need spend only a few examples on tech-
to take the b3 knight; so now White plays 4. niques for bringing the needed protection into
Nc3xa4, removing that pawn. Alas, Black has existence.
another pawn at b5, and uses it to recapture:
4. ...b5xNa4. White can take that pawn with
This first position is an easy illustration of the can move to that file with protection from his
goal. White sees Black’s king and queen on other rook.
the same rank. The way is clear for him to
impose a pin with Ra8. But before pinning the
queen, a piece needs protection—something
to prevent Black from playing QxR. He has it
in his bishop. Thus Ra8 safely pins and wins
the queen for a rook.

Dg521: White to move

With those elements in place, the presence of


White’s own knight on e5 becomes an oppor-
tunity rather than an obstacle: it can take
something, and if Black spends any time re-
Dg520: White to move capturing it White then can play Re1. White
spends his free move with the knight playing
Dg520: Here again is the position you want to a capture: NxN. Black can’t afford to recap-
achieve. White sees a possible pin of Black's ture, as he must act to avoid the pin Re1.
queen. He can impose it with his bishop or his
queen. Obviously he will use his bishop so
that the pin is profitable, but it will need pro-
tection to prevent Black from just replying
QxB. Fortunately the pinning square—c4—
already is guarded once by White’s queen, so
he can play Bc4 without concern. Black’s
queen is lost; it can’t play QxQ, and instead
has to settle for taking White’s bishop and
then being taken itself.

Of course White also can make slightly lesser


gains here by playing QxQ; then after the re- Dg522: White to move
capture RxQ he has Bc4, pinning the rook and
winning it a move later. It’s a classic substitu- Dg522: The presence of Black’s king and
tion of a harder-to-pin piece with one that is queen on the same file cries out “rook pin.”
easier to pin—but it’s not necessary. You have a rook you can use to do it: the one
on e3, which can be transferred to g3. The
Dg521: There is a classic pattern in which a remaining question is whether the pinning
rook on its first rank "here the f1 rook" slides square is safe—not only from Black’s queen,
out onto an open file to pin the enemy queen. but from the pawn on f4. On inspection, it is:
One reason the pattern is common is that a the rook has protection against the queen from
rook on the first rank often has automatic pro- the knight on h1, and once the rook moves to
tection already in place from its fellow rook, g3—which must be carefully imagined—the
or the queen, or the king, giving it the protec- pawn on f4 will not be able to capture it, be-
tion it needs to go after the enemy queen. In cause the pawn will become pinned to its
this case White sees Black’s king and queen queen by White’s bishop on d2.
adjacent on the e-file, and he has a rook he
That is as much as this example is meant to
show, but the probable result after 1. Re3-g3
is 1. ...QxR; 2. NxQ, f4xN; 3. Rf1xRf8+,
BxR; 4. Qe5—forking the Black pawns on c7
and g3, and making the capture on g3 a move
later. White has won a queen and a pawn in
return for a bishop and rook. (Another possi-
bility is that Black replies to 1. Rg3 by inter-
posing his d7 bishop on g4 to disrupt the pin.
Now there's a big round of liquidations in
which White ends up ahead by a piece.)
Dg524: Black to move
Dg523: White’s attention to the Black king’s
lines turns up the queen on d4, ready to be Dg524: Do the standard scan of the lines lead-
pinned on the long dark-squared diagonal. ing away from White’s king. Do you see a
White’s dark-squared bishop is prepared to do pinning possibility? It’s easy to overlook the
the job by moving to c3. But a piece that pins bishop on e3, but there it is: a piece lined up
the queen needs protection, and at c3 the bi- with its king. We know that a bishop on its
shop would have none; Black would merely king’s diagonal is itself an unsuitable target
play QxB. Can protection be arranged? for a pin, but we also know that it sometimes
can be swapped out for a better one. If Black
plays RxB, White has to reply QxR to recoup
his loss; and now White’s queen and king
would be aligned. Would Black have a tool
usable to impose a pin? Yes; his fianchettoed
dark-squared bishop on g7 is poised to move
to d4.

One difficulty remains, though: Black needs a


guard for d4, the pinning square. In thinking
about how to do this, don’t overlook pieces
already trained on the needed square but
Dg523: White to move blocked; for maybe the blockages can be re-
moved. Here Black’s queen is pointed at d4.
What White needs are forcing moves that not The rook on e4 would be out of the way after
only create the needed protection but keep the exchange just discussed, leaving only the
Black too busy to escape the coming pin. f4 pawn cluttering the line. How do we clear a
Checks are best for this purpose, and White’s pawn from its rank? Take something it pro-
queen is in a position to check Black’s king tects—as with Nxg5. Put these points together
easily. The concept becomes clear: think and we have this sequence for Black: 1.
backwards about how the White queen can …Nxg5; 2. f4xN, RxB; 3. QxR, Bd4 and now
check its way onto g3, where it then would the queen is pinned by a bishop that enjoys
protect the pinning square, c3. He starts with protection from Black's queen.
Qh4+, which requires Black to spend a move
playing Kg8. Then White has Qg3+, which There were other ways you could have tried
requires Black to spend more time moving his to provide protection for d4, such as c7-c5.
king back to h8 (this reconstructs the kernel But that’s not a forcing move. When you are
of the pin by putting Black’s king back in line playing sequences that are meant to set up a
with his queen). Now that White’s queen has pin, you want to operate with checks, cap-
worked its way down to the third rank, he tures, and threats that limit your opponent’s
safely can play the pin Bc3, winning Black’s range of replies. In reply to c7-c5, for exam-
queen for a bishop. ple, White just plays BxR and the pinning
threat is extinguished. The beauty of Nxg5 for to the check thus makes his bishop a sitting
Black is that it not only takes a pawn but duck, so the question for White is how to at-
threatens White’s queen immediately and tack it. Pawns are best for the purpose whe-
threatens serious trouble for White’s king rever they're available; here White plays e4-
(Nh3 would create lots of problems). So rep- e5 and uses the pawn to take the bishop a
lying f4xN is hard to resist for White, and it move later.
achieves Black’s goal of getting White’s
pawn off the fourth rank. Now try to start not by looking for checks but
by just seeing the visual pattern: the White
4.1.11. rook aimed not just at the Black bishop but
Pushing the Enemy King into Line. through it. . . and almost at the Black king,
which is one file away. If only the Black king
We have examined how to make the pinned were on f8, just behind the bishop—so you
piece a suitable target and how to get your look for a check that nudges the king that
pinning piece onto the square it needs. But way.
every example of both issues has started with
the observation that an enemy piece is aligned When you see an idea like this, it's a good
with its king. Our next task is to learn how to habit to think about the move order and ask
create that alignment when it doesn’t already what happens if you fiddle with it. Here the
exist. The principal tools we will use here are thought might be to start with e4-e5. Then if
checks that push the king into a line with one Black plays Bxe5, White has Ra8 and mates.
of its fellow pieces, or that require an enemy Or does he? You have to be mindful of all of
piece to jump into line with its king to protect Black’s resources. He has a rook on b3, and
it. Or sometimes a capture may require a king so can reply to White’s Ra8 with Rb8—where
to recapture and cause it to walk into a pin. the Black rook would take protection from the
bishop then on e5. So it’s better to start with
the check, create the pin, and then go after the
bishop; but it's important to see both varia-
tions, because the second one almost is better.

Dg525: White to move

Dg525: The core idea is illustrated to the top.


White has no pins or other tactical openings at
hand. He might follow the standard practice Dg526: White to move
of examining the consequences of any checks
he can inflict. There are two: Rxg7 and Ra8. Dg526: Again the idea in simplest form.
The first of those loses the rook to KxR, but White has a rook and a bishop against Black’s
Ra8 is more interesting. Black has just one queen. How to play from here? Start by ex-
safe reply: Kf7. amining your check. White’s only one is
Ra1+.
White sees that this brings Black’s king onto
the same file as his bishop—and immediately Black has to move his king to b8. White sees
causes the bishop to be pinned, since White that this would put the king right behind the
already has a rook on the f-file. Black’s reply queen on the same dark-squared diagonal; this
invites 2. Bf4, pinning the queen with protec- Black’s queen still would bear down on h2;
tion from the pawn on g3. White wins. White would have to play his king to h1 or
g2. Either move puts his king and queen on
the same diagonal. Black thus looks for a pin
with his light-squared bishop and finds Bc6,
paralyzing White’s queen and winning it next
move.

Dg527: White to move

Dg527: These positions tend to start the same


way: White has no immediate tactical options,
so he looks for checks and considers how
Black’s replies to them would change the Dg529: White to move
board. Here White’s only check is Re8.
Black's only legal reply is Kh7. Now White Dg529: The situation is tense for White; no-
asks the usual questions about the position tice that his queen is pinned. He could try
that then would exist; he traces the lines out moving his king, but one wants to avoid play-
from the new position Black's king would ing defensive moves too quickly. Better to
occupy and sees that it would aligned with his first consider every offensive option and its
queen. White’s light-squared bishop is availa- results. Here that means not just looking for
ble to then play Be4, pinning the Black queen pins like the inadequate Re3, but considering
with protection from the rook. The queen is every available check and Black’s possible
lost. replies. Since White’s queen is pinned his
only check is Rh7+. The d-file is off-limits to
Black’s king because White’s queen is there,
and the same goes for e6. Thus the king’s
only flight square is e8. But this lands the
king on the same light-squared diagonal as
Black’s queen, so you immediately look for a
pin with your light-squared bishop. Bb5 does
the trick. Now Black can’t play QxQ because
his queen is paralyzed. The best he can do is
QxB, allowing White to play QxQ and effec-
tively end the game.

Dg528: Black to move Dg530: Consider White's checks. He has sev-


eral with his queen—e.g., Qc8, Qf7, or Qb5—
Dg528: Black has a battery of bishop and but none of them force the king to move; the
queen trained on h2, a square adjacent to best is Qb5, which at least doesn’t lose the
White’s king. How can he take advantage of queen, but Black meets it with Qd7. So now
this? Answer this question by playing through White looks for checks with other pieces and
possible checks and captures in your mind’s finds Ba4+.
eye, then methodically evaluating the board as
it would look after the replies your opponent
might make. Thus we begin by imagining
Bxh2+. KxB would be impossible because
case by being thorough about considering all
of your checks with all of your pieces.

Here White has a second option: Qh5+. This


check is different because in addition to push-
ing the king to d8 it also provides protection
for the dark-squared bishop once it moves to
a5. (If Black tries g7-g6, then White plays
Bxg6+; this forces the king over, which works
fine since the protection for the pinning place
has been installed.)
Dg530: White to move
Lesson one: When you are trying to pin the
This time Black can’t afford to play Qd7 be- queen, think imaginatively about ways to pro-
cause it forfeits his queen. He has to move his tect the pinning piece; consider different
king to d8 or f8. Either move puts his king squares it can use, and whether other pieces
and queen on the same dark-squared diagonal. might move into position to provide the pro-
Can White take advantage with his dark- tection while also inflicting time-consuming
squared bishop? If Black plays Kd8 White has checks. Lesson two: Often the most interest-
Bg5, pinning the queen with support from the ing result when you force an enemy king to
knight on f3. If Black plays Kf8, White can move is that it steps into alignment with its
play that same bishop to the other side of the fellow pieces and creates the makings of a
board with Ba3, again pinning the queen (this pin. So don't just follow the king as it travels;
time with backup from the rook on a1). So no follow its relationships to the rest of the piec-
matter how Black replies to Ba4+, his queen es on the board.
gets pinned by a White bishop a move later.
4.1.12.
Dg531: The game is young, but it's never too Making Use of Forced Interpositions.
early to ask about checks and consequences.
White sees that he can play Bg6 and that this That first batch of studies all involved checks
would require Black to move his king to d8— that forced the enemy king to move itself into
on a diagonal with his queen. Then White a pin. But a check doesn't always force the
plays his dark-squared bishop to a5, pinning enemy king to move; the other two possibili-
the queen. What’s wrong with this picture? ties are that your opponent might capture the
threatening piece or interpose something be-
tween it and the king. Interpositions, like
moves by the king, can lead to pins. Indeed,
by assumption an interposition causes an
enemy piece to pin itself. You then may be
able to take it if you have enough offensive
power at your disposal.

Dg532: The importance of examining checks


is especially great when the enemy king’s
range of motion is severely constricted, as is
the case for Black in the figure to the left.
Dg531: White to move
White has just one check to consider: Qe5.
Black has no way to capture White’s queen
To pin the queen a piece needs protection, and
and no way to move his king to safety. His
on a5 White’s bishop wouldn’t have it. But a
only legal reply is to interpose his rook: Rg7,
pin with an obstacle preventing it is no reason
walking into a pin.
to give up. Keep playing with the idea, in this
interpose something. Be2 wouldn’t make
sense, since Black just plays RxB+. White
instead would need to play Rd2, using his
rook to block the check while protecting it
with his queen. The key point to spot is that
this interposition, like any other, leaves the
guardian pinned.

The next step: attack the pinned piece again.


Consider every way you can do it; find Qd1.
Now White is in terrible trouble, for his rook
Dg532: White to move is in a cross-pin. If he plays RxR, his queen is
lost to QxQ. Anything else he plays is no bet-
Of course White will not be taking the rook ter: if he moves the king, RxR wins the rook
with his queen; he will throw a cheap attacker and then the bishop (to QxB) a move later; if
at it with h5-h6. (Attack pinned pieces with White plays Be2, RxR again wins the rook for
pawns when you can.) The rook is lost. Black and then the bishop a move later, since
it would be pinned. This position is worth
The point is simple. Anytime a check you can some study, as the key moves and their impli-
inflict will cause your opponent to interpose cations are a bit counterintuitive.
something between his king and your attack-
ing piece, ask whether you can throw any
fresh attackers at the interposed piece; at least
for the moment it will be pinned and unable to
flee.

Dg534: White to move

Dg534: Black moved his king out toward the


middle of the board, which is hazardous in the
middlegame for many reasons (it typically
Dg533: Black to move becomes a good idea in the endgame, but he
wasn't quite at that stage yet). One reason is
Dg533: Black is down a piece; how should he that it is easier to pin things to the king once it
proceed? He might, of course, consider any is surrounded by accessible lines. Here White
checks he can inflict and whether they lead to senses opportunity but has no immediate way
tactical opportunities. He has a queen and a to impose a pin, so he considers his checks
rook to examine. Qh3+, Qxh2+, Qf3+, and and their consequences. Again there are two
Qe2+ can be dismissed quickly, as they all pieces to consider: the rook and the queen.
lose the queen with nothing to show for it. Rc6 loses the rook, and Rf5 loses the rook
Then there is Rc2+, which at least is a safe (and anyway it would allow the king to es-
move. Consider what White would do. Play- cape onto the sixth rank; notice that b4 is off
ing Kh1 or Kg1 won't be good for him; Black limits). So how about the queen’s checks?
then looks for his next check and finds that he Qg5 is of great interest because the sixth rank
can end the game with Qxh2#. And White remains sealed off by the rook. Black’s king
can’t move the king to h3 or f3, nor can he thus has no flight squares, so Black will have
capture Black’s rook. So he would have to
to interpose something between the king and attacked once and protected once; there is no
White’s queen. If he plays Re5, the rook is way to bring Black’s rook into the fray effec-
lost to QxR+ and White mates soon. If Black tively. Don’t give up, though; the White
instead plays Qd5, Black’s queen will have queen’s move to h2 has greatly limited the
walked into a pin. king’s liberty, so think about another check:
Qf3. How would White respond?
How to exploit it? Again, look for other piec-
es (besides the White queen imposing the pin)
that can be used to take Black’s queen now
that it's stuck. White’s only plausible piece for
the purpose is the rook, so try Rf5. This way
the rook takes over the pin (its services no
longer are needed on the sixth rank; its pur-
pose there was to force Black to pin his own
queen on the previous move). And notice,
incidentally, that Rf5 also unmasks an attack
by White’s queen on Black’s rook. The best
Black can do is play his rook to d7 so that it
can recapture when his queen is taken. Now Dg535: Black to move
White has RxQ; Black replies RxR, and
White has won a queen for a rook. By the The king can't move and Black’s queen can’t
way, White now can win even more material be taken, so White would have to interpose
by moving his queen to e7 and giving check either his queen (with Qg2, losing the queen
from there. If Black moves his king to b6, for to RxQ) or his rook with Rg2. Now the rook
example, White’s queen checks again on e6 would be pinned. This time would Black have
and and forks Black’s king and rook. Black a way to throw another piece at the pinned
can move his king back to c5 to protect the target? Yes; with h4-h3. The rook gets taken
rook, but then White has yet another fork with by the pawn on the next move. (If White
Qc8, this time going after the Black knight on plays Qxh3, Black replies QxQ.)
h8. If Black instead replies to Qe7 by moving
his king to b5, White has Qxb7+; Black has to The moral of this position is that if a first
move his king back to c5 or else be mated, check causes changes but creates no tactical
and then White again has Qc8+. If Black rep- openings, see what new checks are available
lies to Qe7 not by moving his king but by and assess the position that results as if it
interposing his rook on d6, White forks were on the board in front of you. Repeat as
Black’s king and knight with Qe5. These pos- necessary.
sibilities may seem a little remote from the
diagrammed position, but it's important to
remember that forking opportunities often can
arise at the end of other types of tactical se-
quences. With the enemy king in the middle
of the board, a loose enemy knight in the cor-
ner, and your own queen so active, possibili-
ties for queen forks should be at the forefront
of your mind.

Dg535: Black has two checks to examine:


RxR, which then loses the rook and amounts
to an unhelpful exchange; and Qh3. White’s Dg536: White to move
only legal move in reply to Qh3 is Qh2—an
interposition. It’s hard to see how Black could Dg536: Now a study in caution. You see the
take advantage of it, since the pinned queen is obvious pin of Black’s knight on f6 by
White’s bishop. It’s a relative pin, a theme we
discuss later: Black’s knight can move legal- are poised to be forked by White’s rook with
ly, but his queen will be lost. Since the knight Rc7+.
appears to be paralyzed as a defender, the
Black pawn on d5 is free for the taking with But it's Black's turn to move, and before mov-
Nxd5. If Black replies NxN, White seems ing to stop the fork think about offense. Black
able to play BxQ. Not so fast, however; this is has two checks to consider: Rd2+, losing the
a classic trap. When you imagine moving rook to NxR; and RxN+. In reply to the latter
your pieces around, even just to make a cap- White would not be able to interpose any-
ture, ask as a matter of course what lines the thing, and if his king flees he has forfeited his
moves would open—especially when a piece knight for nothing. So the likely response for
like White’s knight starts out aligned with its White would be a capture: KxR. Since this
king, so that moving it creates a new check moves the king, reassess its position. It would
for the other side. What checks would be be on the same diagonal as White’s rook. This
possible for Black after White plays BxQ? calls for a pin using the light-squared bishop:
Just one: Bb4+. The White king has no flight Ba6.
squares, so his only reply is to interpose his
queen on d2. Black then plays BxQ, winning Now what? It's White's turn to move and his
back the queen—and doing it with check, so rook has become a paralyzed target, so ask
that after White plays KxB Black still has a what defenders he might add to it. (Remem-
move to play KxB back at his end of the ber that White already sacrificed the exchange
board, winning the bishop that took his queen. to get here, so he wants to win back more than
Black ends up with a piece in return for a the exchange now.) White could play b2-b3.
pawn. But then Black has a pawn of his own to add
to the attack with d6-d7. Black wins the rook.
4.1.13. (Black also has another option: play BxR,
Making Use of Forced Captures. inviting the recapture b3xB—and now
Black’s a-pawn and b-pawn can be marched
We're looking at ways to create pins where forward, and the a-pawn soon will promote.)
the alignments for them don't yet exist. We
have seen how checks can achieve this by You might have noticed from the outset here
forcing an enemy piece to step in front of the that Black can impose a pin with Ba6—a rela-
king or by forcing the king itself to move. tive pin of White’s rook to his knight. Since
Now let's look at how attacks on an oppo- the knight currently is attacked once and pro-
nent's king can force him to make captures tected once, it will be lost if Black exposes it
that likewise may result in pins. to capture a second time by moving the rook.
But the pin fails because Black can break out
of it with check (Rc7+ or Rf4+). This illu-
strates why absolute pins are so powerful: if a
piece is pinned to its king, it can't break out of
the pin in this way.

Dg538: Black is down the exchange and his


queen is in immediate danger. He has no way
to guard it. But before withdrawing it to safe-
ty he of course looks at his checks—Qe2+ or
QxQ+. Either way his queen gets taken, but
on tracing the lines in the resulting positions
Dg537: Black to move Black sees that if the two sides trade queens,
the result is to leave White’s king and rook on
Dg537: A vulnerability in Black’s own posi- the same light-squared diagonal with nothing
tion here should jump out at you: he has a between them.
loose piece on the same rank as his king; they
makings of a fork; you need just to look for
checking sequences that allow you to ma-
neuver your queen into position. First comes
Qf3+, forcing Kh6. Now another check:
Qe3+, forcing Kg7 (if Black plays Kh5,
White mates with Qg5). Now White has the
fork Qc3, picking up the rook next move.

Dg538: Black to move

Black has an attacker he can use on that axis;


he plays Bb7, pinning and winning White’s
rook.

Dg540: Black to move

Dg540: A knot of pieces like those surround-


ing White’s king can create intricate prob-
lems. But before getting buffaloed by the in-
tricacies, try the standard method of consider-
ing checks and consequences. Here Black has
two to ponder. The first is Bxb2+, which ends
up trading the bishop for a rook after White
Dg539: White to move responds RxB and Black replies a3xR+.
Black's second idea is to start with a3xb2+. In
Dg539: When you consider the checks you reply to this White can’t move his king and
can give, it's important to be thorough in can’t interpose anything, so he has to capture
thinking about all of your pieces—and pawns. the pawn with his rook—which then is pinned
Here White can check with his g-pawn: g2- by the bishop on f6. What do you do with a
g4+. Black can’t retreat the king to h6 be- pinned piece? Attack it again. Here the only
cause White’s queen attacks the square. He resource that remains for Black is his king,
can’t interpose anything because there's no but it’s good enough. He plays Ka3, and has
room for that. He has no choice but to capture Bxb2 next move. This wins the rook; more to
the threatening pawn with Rxg4 (Kxg4 is the point, it leads to mate. (White can take the
made impossible by White’s king). c2 bishop with his f2 rook, but this just fores-
talls the inevitable.)
The salient fact on the board as it would then
look is that Black's rook ends up on the same Of course you might as well have seen the
diagonal as his king. White has a pin with idea here by noting the pin of the b2 pawn
Qf3. The queen takes the rook next move, from the start. You upgrade it to a rook with
safe against recapture because of the protec- a3xb2, then hit the rook with Ka3 and BxR.
tion it gets from White's king.
4.1.14.
Incidentally, there is another interesting way Using Threats and Captures without check.
for White to win a rook here. Notice that the
Black rook on b4 is loose. A loose enemy Dg541: Finally, let's look at a couple of other
piece, an exposed enemy king, and a queen at types of forcing sequences that can lead to
your disposal to attack them: these all are
pins. In this first example White has no to consider in NxB—particularly since the
checks to give, but there is a natural capture
bishop is guarded just by the king, which will may create the usual nice opportunities for
move to d6 on the recapture. pins and other tactics.

Dg542: White has an inviting prospect here


for a pawn fork: Black’s king and rook are a
square apart on the same rank, and White can
reach them with g2-g4+. (Naturally you might
as well have found this by just looking for
White’s checks.)

Dg541: White to move

Dg541: Finally, let's look at a couple of other


types of forcing sequences that can lead to
pins. In this first example White has no
checks to give, but there is a natural capture
to consider in NxB—particularly since the
bishop is guarded just by the king, which will Dg542: White to move
move to d6 on the recapture. Now assess the
board as it would then look, asking the stan- True, the pawn has no protection; but it may
dard questions about the king and pieces on have value anyway just as a forcing move. If
its lines. You see that the king’s move will Black retreats his king he loses his rook, so he
cause the knight on d5 to become pinned by would instead need to play Kxg4. Imagine the
the rook on d1, and thus paralyzed; and you result and you see that his king and rook
can take advantage of this by throwing a would end up on the same light-squared di-
pawn at the pinned piece with e2-e4, winning agonal. Time to go to work with the light-
the knight a move later. squared bishop: White plays Be6, pinning the
rook. He takes it a move later with BxR, win-
The point: examining forcing moves means ning the exchange.
studying any checks you can give. But it
means looking at any captures you can make, The position appears here because although it
too, since replies to them usually are simple starts with a check, the capture of the pawn
enough to predict. This is especially important Black makes is not for his king's benefit; it's
when you can take a piece guarded only by meant to save the rook. No matter: anything
the enemy king. Any recapture will then re- that forces a move of the king or a piece near
quire the king to move, and its movement it may create the makings of a pin.
Exploiting a Pin.

4.2.01.
Using Pawns to Attack the Pinned Piece.

Once you've imposed a pin, what can you do


with it? Capturing the pinned piece is the
most natural possibility and the one we most-
ly have seen so far. Usually when you threat-
en an enemy piece your opponent can choose
between moving it or giving it more protec-
tion; a pin means the targeted piece can't be
moved, so the quality of its protection is the
sole determinant of its fate. In the simplest Dg543: White to move
cases, where the pinned piece can be taken for
free or where it's worth more than the piece Dg543: In a perfect world the position looks
inflicting the pin, the piece doing the pinning like the one to the left. White scans the lines
on move one simply takes the pinned piece on leading away from Black’s king and sees that
move two. But often the pinned piece will the knight on d5 is ready to be pinned on the
have protection (or will be supplied with pro- fifth rank. It’s a horizontal pin, and White has
tection right away once the pin appears), and a rook at the ready for it; he plays 1. Ra5 and
trading it for the pinned piece is not so attrac- now the knight is paralyzed. But he won’t be
tive. In that case more imagination may be able to play RxN because Black’s next move
needed to bring the pinned piece down. is c7-c6, protecting the knight. Since taking
the pinned piece with the pinning piece isn’t
There are three general ideas to grasp. The practical, White looks for other ways to attack
option of first resort typically is to go after the the knight. A pawn is best. White has 2. c2-
target with a pawn. Where this is possible it c4, and now the Black’s knight protection is
makes no difference how much protection the no consolation: he loses the piece (and then
pinned piece enjoys, because trading it for a trades pawns).
pawn always will be favorable to you.
Second, if none of your pawns are available
for the purpose, you may be able to pile up on
the pinned piece with more of your pieces.
Such positions become a race to see who can
surround the pinned piece with more firepow-
er; your task is get more pieces to the scene of
the pin than the enemy can rally. Third, there
are some other useful tools to consider: you
may be able to drive defenders away from the
pinned piece (especially if one of the defend-
ers is the enemy king), and then there is the
Dg544: White to move
possibility of a cross-pin: you may be able to
pin the pinned piece a second time in another
Dg544: A scan of the Black king’s lines turns
direction. This chapter will examine all of
up an obvious candidate for a pin in the
those options, starting here with the use of
knight on e4. White plays the simple 1. Re1.
pawns to bring down the pinned target.
Now what? Black rushes a pawn to the
knight’s defense with d7-d5, which rules out
RxN for White on the next move. So White pawn push: d4-d5, and the paralyzed knight is
resorts to a pawn: 2. f2-f3, winning the knight lost irrespective of how much protection it
a move later. The protection a pinned piece has. This pattern—a pawn in the middle of the
enjoys becomes meaningless when it is at- board marching forward to take a piece
tacked by a pawn. pinned to its king on the enemy’s third rank—
is common enough to be worth a moment's
study.

Dg545: White to move

Dg545: The current principle in a diagonal Dg547: White to move


rather than vertical setting, just for the sake of
pattern reinforcement. Black’s knight and Dg547: This time White already has Black’s
king on the same diagonal should jump out at bishop pinned on the e-file. How should he
you; what also should jump out are the White take advantage of this? The bishop is pro-
pawns that will be able to attack the knight tected by a pawn, so RxB is out. The natural
once it is pinned. White starts with 1. Bb3; idea is to push a pawn toward the pinned
Black backs up the knight with c7-c6, which piece with d4-d5. Of course the pawn needs to
prevents it from being taken by White's bi- be secure against capture, so study the squares
shop; so White plays 2. e3-e4, and the knight on the pawn’s road. Here Black would be able
is lost. to respond to the pawn thrust with Qxd5; but
then White would play QxQ, and would
Black have a reply? No, because the bishop is
pinned and would be unable to recapture. So
Black is better off succumbing to d5xB. The
point is that when you are pushing a pawn
toward a pinned target, you want to think
carefully about whether it is safe on each of
the squares it needs—keeping in mind that
each square may be guarded by multiple at-
tackers and defenders, but also that the pinned
piece itself will pose no threat.

Dg546: White to move Dg548: White has Black’s bishop pinned, this
time on the d-file. Again the bishop is pro-
Dg546: White scans the lines leading to tected; indeed, it is protected twice. So
Black’s king and sees that the knight on c6 is White’s best bet is to attack the bishop with a
ready to be pinned; he looks for a resource he pawn, as this would make the bishop’s protec-
can use on the knight’s diagonal and finds tion irrelevant. White has a pawn ready to go
Qa4. This move also has the virtue of attack- on c4. The best way to advance a pawn is
ing Black’s bishop on a6, which is loose. The with threats that force the enemy to waste
bishop both moves to safety and provides moves getting his pieces out of the way.
protection for the knight with Bb7, so White
won't be playing QxN. But now comes the
able target. The next question is how to attack
it. BxR would make the whole sequence a
wash after White recaptures; Black needs to
summon more force against the rook. He can
throw another rook of his own at it with Rd8,
to which White would reply Rd1—and the
pinned rook still would be guarded as many
times as it’s attacked. What Black really
needs is a pawn on a file adjacent to the rook
that can be used to go after it. The obvious
candidate is the pawn on e6, but it’s two
Dg548: White to move moves away from the pinned rook. What to
do?
Here the pawn can move to c5 with a threat to
Black’s knight. After the knight moves, the Answer: march the pawn forward. Black
pawn goes to c6 and takes the bishop a move plays e6-e5, and there is nothing White can do
later. (Or Black moves his king after White’s to prevent Black from playing e5-e4 on the
c4-c5, inviting White to take the knight on b6 next move and then e4xR a move later. White
instead.) can play g2-g3, threatening Black’s bishop,
but then the bishop just retreats and the plight
There's one loose end: the knot of pieces on of the pinned rook is unchanged. The reason
e4-e5 and f4-f5. Black’s e5 pawn attacks Black’s pawn is free to march forward is that
White’s bishop, and White’s g4 pawn attacks the few pieces White could use to stop it are
Black’s knight. It would be a simple matter committed to their positions. White’s king
for White to exchange pieces here with Black, can’t move because it is protecting the pinned
but should it be done before or after the pawn rook, and anyway Black has d2 and e3 sealed
push toward the pinned bishop? Answer: be- off with his bishop. Nor can White’s knight or
fore. It simplifies the rest of your plans after- rook be maneuvered into better positions in
wards, and it reduces the number of pieces on time to stop the pawn’s progress.
the board (which magnifies the edge you are
about to obtain). This is what sometimes happens once a pin is
imposed: it requires your opponent to freeze
his pieces into positions that help protect the
pinned piece; his immobility makes it easier
for you to make offensive moves with your
other pieces. Sometimes the time it takes to
move your pawn will give the enemy a
chance to rearrange his pieces; that is why it
usually is best if the pawn makes threats on its
way up the board that require time-consuming
replies. But as this position shows, that isn’t
always necessary.

Dg549: Black to move Dg550: Here Black starts with a pin already
in place on White’s f3 knight. The knight is
Dg549: Black checked White’s king by mov- well-guarded, and one of its guards is a pawn,
ing his bishop to a6, and White replied by so Black has no obvious way to capture it. As
interposing his bishop on d3. We know one usual, though, the goal is to go after the
way to handle a bishop on the same diagonal knight with a pawn, and as we saw in the pre-
as its king in this setting: trade it for another vious position pawns sometimes can march
piece. Thus Black plays RxB, White replies up the board by threatening enemy pieces as
RxR, and now White’s rook is pinned: a suit- they go.
Dg550: Black to move Dg551: White to move

Here Black experiments with a threatening No, because a piece that defends by interpos-
push: h7-h6. White has to move his queen— ing itself often becomes pinned itself, whether
but ask where. Sometimes that question will to the king or queen—as happens here. The
be easy to answer, as in cases like this where knight would be paralyzed upon its arrival at
the queen’s range of motion is limited. Here it e4, at least momentarily, because if it moves
has to go to h4 or else be lost on the spot. it exposes the queen to attack. So White goes
Now what does Black do? Remember the after the knight with a pawn: f2-f3. He has
objective: to march a pawn up the board. f3xN next move.
Black can play g7-g5, again threatening
White’s queen. The queen either takes
Black’s pawn on h6 or moves to h3. Either
way, Black completes the exercise with g5-
g4, at last attacking the pinned White knight
and winning it a move later.

A few lessons to take away from this study:


First and generally, when you have pinned an
enemy piece do not give up lightly on the
hope of throwing a pawn at it. Pawns are
frightening to larger pieces, and this can give
them unexpected mobility. Second, a pawn in Dg552: White to move
its starting position is—somewhat surprising-
ly—only two moves from threatening a piece Dg552: White follows the lines out from
on the enemy’s third rank. Third, the position Black’s king and sees two pieces on the
shows how pawns sometimes can march up king’s rank: the queen and bishop. White’s
the board together, with one issuing a threat rook already is on the scene; indeed, it cur-
and then providing protection for the other as rently pins the bishop to Black’s queen. (This
it too advances. is a relative pin, since the bishop is pinned to
a piece other than the king; for now just see
Dg551: White sees the tempting pattern of that the bishop is immobilized and that White
queen in front of king on the e-file. He in- needs a way to exploit this.) The bishop is
stinctively thinks of the classic rook pin Re1. guarded, so White can’t play RxB. What
But on consideration of the likely reply he White needs is a pawn attack against the bi-
sees that Black has an interposition to play: shop. White has pawns on the right files—at
Ne4, blocking White from playing RxQ. Is c5 and e5. But their path to the pinned bishop
White dissuaded? is blocked by Black pawns. What to do? Han-
dle it the same way we normally handle
pawns that block needed paths: capture some-
thing that one of the pawns protects. Here the
pawn on e6 protects the rook on f5, which
White can take with RxR. After Black replies how many times it's protected and attacked—
e6xR, the line is clear for White to play the and how many times it can be protected and
pawn push e5-e6. attacked if both sides mobilize as fast as poss-
ible. Often this involves creative ways of get-
Now notice a side consequence of e5-e6: the ting pieces into position—perhaps by ex-
path between the two queens has been opened changing the pinned piece for another, where
as well. But if Black plays QxQ, White recap- the trade has the side effect of making room
tures NxQ—and the bishop at d7 remains for another piece you can use to attack the
pinned. White takes it next turn. Notice, too, position.
the importance of the move order. After
Black’s QxQ, White must not play RxB+.
This might look tempting, since the priority of
check suggests that after Black fends off the
attack on his king, White still will have time
to take Black’s queen. But Black fends off the
check precisely by playing his queen back to
g7. White takes it with his rook, but loses the
exchange once Black recaptures KxR.

Once again there are a few lessons to observe


here. The first is the same as in the previous
position: don’t give up lightly on the possi- Dg553: White to move
bility of attacking a pinned piece with a pawn.
Second, this position shows how pawns Dg553: In the simple example on the left,
whose paths are blocked may be able to ad- White’s queen already pins Black’s rook on
vance if the blockers are lured out of the way f7. The rook is protected by its king, so QxR
by other attacks you launch. Third, when you won’t do. Can White apply more pressure
are pushing pawns be mindful of the lines— against the rook? Not with a pawn, but with a
and especially the diagonals—they open and piece: he plays Rb7, and now the pinned tar-
close as they move forward. This really is an get is attacked twice and guarded just once.
application of the principles studied in the Black has no way to add protection to the
section on discovered attacks. In effect the rook; his queen can’t get to the seventh rank
pawn here unmasks a discovered attack by without being taken by White’s rook. The
moving to e6, and at the same time it exposes rook on f7 is overmatched, and is lost next
its own queen to attack. move.

4.2.02. So that's the analysis of the pin. But in truth


Ganging Up on the Pinned Piece. White can do even better than taking the rook.
He can deliver mate. After 1. Rb7, there are
The beauty of using a pawn to attack a pinned various things Black might do, but he can't
piece is that the protection the pinned piece prevent White from playing Qg8, and can't
enjoys becomes irrelevant; your opponent escape the mating net that results. (If Black
can’t afford to trade one of his pieces for a starts with 1. ...g5xf4, don't forget that White
pawn. But what if you have no such pawns can use Be3xf4 as a resource later in the se-
available for the purpose? Then you go after quence.) Of course the pin still is important,
the pinned target with pieces and the question because that is what freezes the f7 rook into
becomes one of comparative might: all hangs place in the beginning and so allows White to
on whether you can bring more force to bear get his own rook into the action.
against the pinned piece than your opponent
can match with defensive reinforcements. Dg554: The pin already is in place, this time
Thus your first thought upon pinning a piece of White’s rook by Black’s bishop. The rook
(if you can’t take it with a pawn) is to count is protected once as well as attacked once, but
since the bishop that exerts the pin is worth
less than the targeted rook it is possible for
Black to simply play BxR, winning the ex-
change after Black recaptures. Possible, but
not optimal; much better is to try to take the
pinned piece cleanly by coming after it a
second time.

Dg555: White to move

Dg555: A scan of the Black king’s lines again


turns up a pin already in place: of Black’s
rook, by White’s queen. But the pin is imper-
fect because the rook is guarded once and
attacked once. White has no other pieces he
can use to put immediate pressure on the
Dg554: Black to move rook; Bf4 fails to QxB. When you seem to be
out of resources, however, consider ex-
Thus if Black plays Rf2 White’s rook is at- changes and their consequences. Here QxR
tacked twice and protected only once, and leads to QxQ—and now White imposes a
White has no way to add more protection. The fresh pin with Bd4, as the bishop gets protec-
White rook gets taken on the next move, and tion against the pinned Black queen from the
Black can't afford to recapture. Black wins a pawn on c3. Be mindful of the possibility this
piece rather than just the exchange. position illustrates: the ability of the pinning
piece to initiate useful exchanges.
The point of the position is that even where
the pinning piece profitably can take the
pinned piece, piling on superior force against
the target sometimes is the better course, lead-
ing to a decisive gain rather than just to a fa-
vorable trade. Incidentally, note that Black
had two ways to add pressure with his rook:
Rf2, but also Rb3. What’s wrong with Rb3? It
allows White to add protection to his rook
with Kg2—a move not possible if Black’s
rook is on f2. Moral: when you have more
than one way to add pressure to a piece, think
about how your decision will affect the choic- Dg556: White to move
es available to your opponent.
Dg556: The idea here will be familiar from
Dg555: A scan of the Black king’s lines again the other positions in this chapter, but we'll
turns up a pin already in place: of Black’s talk it through from scratch. Sometimes a
rook, by White’s queen. But the pin is imper- little knot of pieces that attack each other like
fect because the rook is guarded once and those in the middle of the board here can
attacked once. White has no other pieces he seem confusing. Just take it apart with first
can use to put immediate pressure on the principles. First, glance at the Black king’s
rook; Bf4 fails to QxB. When you seem to be lines and notice the pin of Black’s rook by
out of resources, however, consider ex- White’s queen; then methodically diagnose
changes and their consequences. the pin and its prospects. A first question
about almost any pinned piece is whether you
can attack it more times than it’s defended.
Here the pinned rook is attacked once and
defended once, so ask whether White can at-
tack it again. Since the target is on a light-
squared diagonal, White could add an attacker
by playing his f3 bishop to g4. But this
doesn’t work because then Black can play
QxQ; after White recaptures NxQ, Black
moves his rook to safety. The point: White's
bishop's can't be swung into action against the
rook so easily; it is doing important work on
f3. Dg557: White to move

The problem for White is that Black’s queen Since the queen is being pinned White needs
not only guards the pinned piece but attacks protection for his rook, and gets it from the
the pinning piece. For White to get anywhere bishop on h4.
he therefore will have to work with violent,
forcing moves that don’t give Black time to This sequence is the payoff of the fine coor-
exchange queens and destroy the pin. When dination of White’s pieces. He effectively
in doubt, consider exchanges. Here the only starts with three of them all trained on e8; he
piece White can use to perform a capture is owns that square, and now you see one of the
his queen. He has QxR+. And then what possibilities such ownership can create. Piec-
comes after Black recaptures QxQ? Bd5, es can attack from there and then can be re-
which takes advantage after all of the bishop’s placed by the other pieces that backed them
ability to travel the light squares. This pins up.
and then wins Black’s queen with support
from the knight on c3.

It’s another example of a recurring principle:


if you are stuck for ways to bring more fire-
power down on a pinned piece, consider tak-
ing it and ask whether doing so would free the
way for you to bring in more reinforcements.
Another way to put the point is that White
does have two pieces he can use to attack the
pinned position here; it’s just that he just
needs to use them to attack sequentially rather
than simultaneously. Dg558: White to move

Dg557: Look at the Black king’s position and Dg558: Scan out from the Black king and you
you see a pin of the bishop on e8 by White’s see that the knight on d7 is pinned. Size up
rook, but no way to take advantage of it since the impediments to exploiting the situation:
it is guarded once and there is no immediate the knight is attacked twice and guarded
way to call in another attacker against it. So twice, and White has no immediate way to
again: initiate an exchange with the pinning bring more power to bear against it. What to
piece. Imagine 1. RxB, QxR, and now a re- do? Consider replacing the target with an ex-
newed scan of the Black king and its lines, change and ask what would then become
and of White’s offensive resources, turns up a possible. Sometimes exchanges simplify the
new pin to impose: Re8, paralyzing the queen board and so clear the way to bring in rein-
and winning it next move. forcements. We have been looking at ex-
changes initiated by the pinning piece, but
this time let's do it a little differently, starting
with 1. RxN, RxR. The pinned piece has been
replaced, and the new piece still is attacked hold off on the recapture and do any other
once (by the pinning bishop) and guarded damage you can that will inflict a check on
once (by the king). But this time White has his king. The recapture you postponed will
cleared a way to bring in backup: Rh1-d1, and still be there after the enemy has evaded the
now Black’s rook is attacked too many times check, and in the meantime you will have
and gets taken on the next move. taken more material than if you had recap-
tured right away. The position also shows
We see here an example of the strength of again, of course, how a preliminary exchange
coordinated (or “connected”) rooks. Some- of the pinned piece for a replacement can free
times one can replace the other, increasing the up resources and allow you to put more pres-
power directed at a target in unexpected ways. sure on the pinned position. Finally, here as in
the previous position we see how two coordi-
Dg559: Black pins the White rook on c5 with nated rooks are especially useful for that task,
his queen. But the pinned piece is attacked as one steps into the shoes of the other.
twice and protected twice, making it hard to
see how Black can capitalize. Try our new
strategy: consider whether an exchange or
two might then make it possible to wheel oth-
er pieces onto squares where they can add
pressure to the pinned position.

Dg560: Black to move

Dg560: Now for cases where the pin must be


created before worrying about whether the
target can be brought down. In this case the
possibility of a pin for Black here is not ob-
Dg559: Black to move vious; White’s king is not in line with any of
its pieces. But if you are systematic about
The first exchange that suggests itself to considering any checks Black can give and
Black is RxR, to which White replies QxR. their consequences, you see that there is just
The swap has created a new target, but more one to examine here: Re1+. White’s only le-
importantly it has cleared the way for Black gal reply is Kh2. Imagine this and see that the
to add a third piece to the action with Rb8-c8. rook on c7 would become pinned by the
White’s queen is pinned, so its only recourse king’s move. Now ask whether you would be
is to go down in flames with QxQ. At first able to exploit the pin by taking the rook. It
this might seem to leave things a wash when would be protected once (by White’s queen)
Black recaptures a7xQ, but there is a better and attacked once (by Black’s queen). You
reply: Black plays RxR+. This requires White want to attack it more times than it is de-
to spend a move avoiding the check; then fended; but how? With Re1-c1—moving the
Black plays a7xQ. In effect the White queen rook that just gave check to put more pressure
was pinned to the loose rook behind it as well on the pinned piece.
as to its king.
It would be easy to overlook Rc1 by staring at
Black’s sequence here is an illustration of the the board, because you might forget that by
correct use of the priority of check: if your the time White moves his king Black’s rook
opponent captures, sometimes it is best to now would be at the other end of the board
and ready for action on the first rank. When
you imagine a move during a sequence, be
scrupulous in seeing it vacated from its old
square and on the new one—and in consider-
ing what new powers it would have once
those moves have been made.

Note that when you are trying to build pres-


sure against White’s rook, one answer would
seem to be Na6. It doesn’t work, because
White can reply Qc8+ (remember: Black no
longer would have a rook at e8). Black then Dg561: Black to move
has to fend off the check by playing QxQ, to
which White replies RxQ (since the pin has This is the difference between Qf3+ and, say,
been dissolved); or Black can move his king Qf5+. It’s a study in the usefulness of seeing
or interpose his rook at e8—and then White is loose enemy pieces.
the one who plays QxQ, again achieving an
exchange of queens rather than losing a piece. So the bishop interposes and immediately is
These aren’t problems if Black instead plays pinned, and the question now is whether it can
Rc1, because then Black has two pieces bear- be taken down. Both sides will rush pieces to
ing down not only on the pinned piece but on the scene of the pin; the question is which
the position White’s queen might be tempted way the balance of power will tip once each
to take. This takes some careful thought to side’s resources are exhausted. Black’s first
see. move is Rf8. Moving the rook behind the
queen effectively means that White’s bishop
The general lesson is that when you have is attacked twice. (It is important to realize
more than one piece that can be used to gang that one way to increase pressure against a
up on a pinned target, don’t rush to use the target often is by adding another piece behind
obvious one. Think about the side effects each the one inflicting the pin.) Indeed, since the
of your choices would have: whether moving king is the bishop’s only guardian, Black’s
one rather than the other would leave some- threat is even greater: QxB would now be
thing loose, or create a bad open line, or—as mate.
here—would create more defensive options
for your opponent. Ask what his best reply Next question: how can White beef up the
move would be after each of the moves you bishop’s protection? He has two pieces left:
are considering, and whether they would be his queen and rook. The queen moves to b6
equally strong. and again the forces are balanced; the bishop
is attacked twice and protected twice. So
Dg561: Once again the first order of business Black throws yet another piece at it with Ng4,
is to create a pin. Black scans the lines lead- where the knight takes the square that Black’s
ing from White’s king and finds no useful queen originally occupied. White is out of
targets, so he considers checks he can inflict answers. He can’t get his rook into position in
and their consequences. He has one with his time to be helpful. The bishop is attacked
rook and a few with his queen. The most nat- more often than it is guarded, and must be
ural queen check to consider is Qf3+, both lost. Black will take it with his knight on the
because it is safe and because it combines the next move. Okay; now backtrack a minute.
attack on the queen with an attack on the When Black played Rf8 on his second move,
loose bishop at e3. The move forces Black to he also had the option of adding to the pres-
reply Bf2, as this blocks the check and also sure by playing his rook from d8 to d2. But
allows the king to protect the bishop; if White this would be less favorable. The short reason
instead moves his king, he forfeits the bishop. why is that Rd2 leaves Black's back rank bare,
which thus allows White to reply with check:
Rb8+. Black can block the check by interpos- shop to its queen. This makes the bishop a
ing his knight on g8; White takes it with his stable target for attack.
rook, and Black recaptures; and now White
has another check with Qc8 (at this point Okay, now the bishop is under attack twice
White has to be careful not to give Black a and guarded once (by its queen), with each
move he can use to play Rd1#; he has left his side trying to rally force to the scene of the
own back rank bare). Things can get messy pin. White provides another defender with
here if the Black king tries to run, but Black's Re1. Black adds another attacker with Ra8-
more likely play is Qf8, blocking the check. e8. White adds another defender with Nc3. It
After White forces an exchange of queens, looks like things are still even: the pinned
Black ends up ahead the exchange—not as bishop is attacked three times (by Black’s
good a result as we saw in the main line. Even bishop, queen, and rook) and defended three
without working out all these details, though, times (by White’s knight, queen, and rook).
you should be able to see that on principle it's But Black has an additional resource he can
probably better to let the d8 rook do its work bring into play: his rook on f8. He makes
while staying on the back rank (i.e., by going room for it in familiar fashion, by first clear-
to f8 rather than d2) and not leaving the king ing his other rook with an exchange: RxB.
open to attack. After White recaptures with NxR, Black can
slide the second rook over to e8. Now the
So: 1…Qf3+; 2.Bf2, Rf8; 3.Qb6, Ng4; fol- pinned piece—changed by the exchange from
lowed by NxB. a bishop to a knight—is protected only twice
(by White’s queen and rook) and it’s still at-
tacked three times (by Black’s queen, bishop,
and other rook). Black will win a piece.

Dg562: Black to move

Dg562: White has just played BxNe4. Was


the move safe? The important thing to see is Dg563: White to move
that White’s bishop is now pinned to its king
(by the Black bishop on b7). White might Dg563: First things first: White has Black’s
have thought the capture was safe because the bishop pinned with his own bishop; and as
bishop is guarded once as well as protected there is no way to impose the kind of cross-
once, but let's consider the real question: how pin on it that was used in the previous posi-
much firepower Black can throw at the piece tion, the target needs to be exchanged. White
and whether White can counter it. Black plays RxB, Black replies RxR, and now
would be able to play Qf5 without fear since Black’s rook is pinned. It is attacked once (by
the bishop can’t leave its diagonal. This move White’s bishop) and protected once (by
is critical because it prevents White from Black’s queen), so each side will now make a
playing BxB, the usual threat when a bishop competing show of strength. White aims a
seems to be pinned by another bishop; for rook at the target with Rf1; Black does the
now if White moves his bishop, Black plays same with Ra8-f8. White adds his queen with
QxQ. By moving to f5, in other words, Qg5. Black adds his king with Kg7. Notice
Black’s queen imposes a cross-pin of the bi- that by moving his king, Black has caused his
bishop on g6 to become pinned. That means is similar to one we saw very early in our
White now could add another attacker to the study of basic pins. At first it looks like the
pinned rook with Nh5+ and Black would be result is a relative pin of Black’s rook to his
unable to capture. But White has a better idea. knight, as the knight is loose. But Black can
He does not rally any more pieces; he initiates both move the rook out of the way and add its
hostilities with RxR. Black replies RxR. protection to the knight with Rd6. That’s not a
White plays BxR+, and Black replies QxB. reason to give up; the knight still remains
Now—with Black's queen moved onto f6— pinned, this time to its king, so the position
White plays Nh5+, forking Black’s king and has turned into a new challenge: since the
queen and taking the queen a move later. Ob- knight is then attacked once and guarded
serve how the moves Black made to defend once, consider whether you can throw another
the pinned piece—moving his king, and then attacker at it. All you have for the purpose are
capturing with his queen during the series of pawns, so imagine marching them forward
exchanges White triggered—left him vulner- and what countermeasures Black would have
able. Black would have been better off leav- available. You start with g3-g4, to which
ing his king out of the action and accepting Black must reply f5xg4; now you have h3xg4,
the loss of the pinned piece. planning to play g4-g5 next and then take the
knight a move later. But Black isn’t done. He
Sometimes the pressure on a pinned piece is responds to h3xg4 by playing h7-h6, and now
not just a function of the number of pieces he is ready to take your pawn when it steps
aimed at it. You need also to account for what forward to g5. Black thus saves his knight,
your pieces would be able to do after the which means White’s original idea of Qa1
smoke clears from the exchanges that are doesn’t win any material after all (though it
poised to be set in motion. Being forced to probably remains White’s best move because
move your pieces all over the board (in reply of its positional consequences).
to a pin or for any other reason) is dangerous,
because they may end up in positions where 4.2.03.
other things can be done to them—as Black's Using Checks to Separate the King from the
king did here. From a defensive standpoint Target.
the lesson is to be careful when you swing
pieces into position to protect a pinned col- When you pin a piece to the enemy king, the
league. You want to make sure there aren’t king not infrequently may protect the target
untoward side effects of your moves, such as against capture. In that case you sometimes
inadvertently subjecting them to fresh pins or can loosen the target by throwing a check at
arranging them to be forked. the king to drive it away from guard duty. The
cue to look for, and to notice in each of the
next positions, is a piece not only pinned to its
king but on a square adjacent to it.

Dg565: In this first example White again


starts with a pin, this time of Black’s knight
on f6. Count the attackers and defenders of
the pinned piece. There are two of each, so
the knight seems safe; but it isn’t. The pinned
piece is adjacent to its king and receives im-
portant protection from it—a type of protec-
tion that tends to be unstable. To exploit the
Dg564: White to move situation White just needs to get a piece with-
in harassment range of Black's king.
Dg564: Here is a little study in failure. See
Black’s pieces lined up on the long diagonal
and you naturally consider Qa1; this position
White can administer check on the long di-
agonal with 1. Qe4.

Dg565: White to move

His rook would be ideal, but its path to the


action is blocked by White’s own knight on Dg566: White to move
the e-file. We've seen a way to deal with this,
though: clear the White knight out of the way You further see that the Black king is terribly
by letting it take the pinned piece, as with constrained: the rook on a8 cuts off the entire
NxN. This is a powerful move, since it not eighth rank, so it has no flight squares; it's as
only takes a piece but threatens the fork if the king were stuck in the corner of the
NxB—which also would be a discovered board. This means that in reply to Qe4 Black
check against Black’s king. So Black must will have to interpose his queen at g6 to block
take the knight, and the only piece he can use the check. An interposed piece is a pinned
for the purpose is his queen. Once Black plays piece. Think about how to capture it. The dif-
QxN, his queen has interposed its way into a ficulty, common enough when a pin arises
pin. It’s a shaky pin, as the Black queen is this way, is that the king itself guards its
guarded and can take White’s queen with im- queen. The natural answer is another check to
punity if given a chance to do so. But White drive the king away. White has a resource for
doesn’t give him the chance. Having cleared a the purpose in his rook. He plays 2. Ra7+. If
path for his rook, White brings it to bear—not Black moves his king to g8, White has 3.
on the pinned piece, but on the piece protect- QxQ+ and then uses the queen to mate on the
ing it (i.e., the king). Re7+ requires Black to seventh rank a move later. If Black’s king
move his king away from the job of guarding instead goes to h8, White still can play QxQ
his queen. (QxR obviously is out of the ques- (not a check) and then mate soon, after Black
tion for Black; remember that a piece pinned exhausts a futile check or two at the other end
to its king can do no defensive work.) Black of the board. Or, better, White can go with 3.
plays his king to the back rank, and White has Qxe5+ (holding the initiative), Qf6; 4. QxQ+,
QxQ on the next move. Kg8; 5. Qg7#.

The point: when a pinned piece is protected Notice that Black also can start by interposing
by its king, a check may suffice both to re- his knight at f5 rather than using his queen;
move its protection and to keep your oppo- but then White just renews the check with
nent busy answering your moves. It’s worth QxN and this time Black is left with no alter-
some labor—i.e., making some threats and native to Qg6. The two queens then are faced
exchanges—to create avenues for such a off on adjacent squares, but it makes no dif-
check. ference. White still plays Ra7 and play
proceeds as explained.
Dg566: White’s queen is under attack by
Black’s queen and has no protection. The One final thing: On White’s second move it
question is what White should do about it. might naturally have occurred to you to play
Any checks you can give with your queen the rook check Rh8 rather than Ra7. This still
have to be examined in any event, and here wins a queen for a rook, but it has to be con-
sidered a blunder since it blows the chance for This position illustrates in simple form how a
mate. When you need to give a check, be sure check can drag the king away from a pinned
to consider whether there is more than one piece that it is supposed to be guarding. The
way to do it. more challenging lesson is to see the impor-
tance of considering every way of attacking
Dg567: This one is harder. White starts with the pinned piece and the consequences that
his rook pinning Black’s bishop. The bishop would follow from it. At first blush f2-f4
is attacked once, by White’s rook, and looks futile because of Rxf4, but on closer
guarded once, by Black’s king. The king is a examination this is seen to leave the rook vul-
weak guardian because if it is attacked it very nerable to capture.
often has to move; it can’t just be protected.
The sight of Black’s king and the pinned bi-
shop flush up next to each other thus should
get you thinking about ways to loosen the
bishop by driving the king away. Here White
can use a check for the purpose: he plays
Rxg7+; Black replies KxR; and now the bi-
shop is loose, allowing RxB. But this trades a
rook for a bishop and a pawn—not a great
deal. Can it be improved?

Dg568: White to move

Dg568 Now a still harder one. White already


has the Black bishop pinned on the eighth
rank. If he takes it with his queen, the queen
is lost to QxQ. Ne7+ is the more interesting
move, because it attacks the pinned piece and
also gives check. If Black moves his king in
reply to Ne7 (playing Kf8), he loses the bi-
shop since it is attacked twice and protected
Dg567: White to move just once. So he needs to capture White’s
knight. Could he do it with NxN? No, because
Yes. White precedes the above sequence with if you imagine the board with both of those
f2-f4. Consideration of this move by White is knight moves made you will see that they
compulsory; you always ask whether you can would open a line from White’s bishop to
attack a pinned piece with a pawn. Here Black Black’s queen, allowing BxQ. (In effect,
would answer with Rxf4. This is interesting, White’s move Ne7 leaves Black’s knight
for it leaves the rook attacked once by pinned to his queen.) The remaining alterna-
White’s king and protected once by Black’s tive for Black is QxN, which allows QxB+—
bishop—which is the pinned piece, and is apparently an exchange of minor pieces. But
about to be lost. Now White plays Rxg7. After White’s capture of the bishop also imposes a
Black plays KxR and White plays RxB+, check on Black’s king, so we must consider
Black has to spend a move avoiding the the consequences. The king can’t flee to h7
check; and this gives White time to take because White’s bishop guards the square.
Black’s rook with his king. It’s a classic use Black has no choice but to interpose his queen
of the priority of check. In effect that initial on the back rank. The only way for him to do
move f2-f4, and the capture of the pawn by this is with Qf8, since then the queen enjoys
Black, gave White a kicker to play at the end protection from the king; moving the queen
of the sequence that made the whole thing instead to e8 or d8 results in QxQ#.
worthwhile.
Now what? The point to recognize is that by should cause you to ask whether they can be
interposing in this way, Black’s queen has eliminated together: move the knight to a
pinned itself. It is attacked once and protected square the bothersome pawn protects, and
once, and so seems safe; but since its only perhaps they both will end up out of the way.
guard is the king, Black is highly vulnerable Thus White plays Ne6+, which forks Black’s
to a check. White has one piece left for the rook and king and also unmasks the pin of
purpose: he plays Bh7+. Black has no choice Black’s queen by White’s. If Black moves his
but to play KxB—which leaves the queen king, his queen is lost to QxQ. So Black in-
loose. White takes it on the next move. stead plays f7xN. Now all three of the ob-
stacles listed earlier have been eradicated.
White can play Rc7+, forcing Black to move
his king and leave his queen to be taken with
QxQ.

This position is a good study in the value of


seeing an idea suggested by a pattern and then
calmly removing the impediments to it one by
one. The pattern is the potential pin of a
queen adjacent to its king. The idea is to push
the king away from the queen so the queen
can be taken for free. The impediments are
Dg569: White to move the three obstructions on the needed lines. As
we see, they can be eliminated with forcing
Dg569: The key thing for White to notice is moves that give Black no time for counter-
that Black’s king and queen are together on play. Black need not take the bait, of course;
the same diagonal with White’s queen bearing he does not have to recapture after White's
down on them from b2. There isn’t yet a pin initial RxN. White gains in any event.
because White’s knight is in the way, but the
potential is there. At first it’s not clear what 4.2.04.
White could do with the pin, but he is familiar The Cross Pin.
with the concept of the previous positions: if
his queen pinned Black’s queen and Black’s We have seen that a bishop can't be effective
queen were protected just by his king, then a in pinning another bishop. The most common
check of the king—perhaps by a rook, as in way to deal with this problem is by exchang-
the previous position—would leave the queen ing the pinned bishop for a better target. But
loose, and easy prey to a capture. there is another way as well: it may be possi-
ble to impose a second pin—a cross-pin—
With that general idea hatched, the rest is a against the pinned piece, so that it can’t afford
matter of identifying obstacles and eliminat- to capture the piece that pinned it the first
ing them. The problems are that (a) there is a time. These examples will clarify the point.
Black pawn on c4 blocking the c2 rook’s path
to the seventh rank; (b) if the rook were able Dg570: In the frame to the left, White has
to reach c7, there still would be a Black pawn Black’s bishop pinned to his king; this type of
on f7 that would block the rook’s path to the position generally would arise when Black
king; and (c) White’s own knight blocks the has interposed his bishop to fend off a check.
pin, as we have seen. The first problem can be Black’s bishop has protection, so playing
dealt with simply: the easiest way to clear an BxB+ doesn’t get White anywhere, and
enemy pawn is by taking something it pro- meanwhile Black threatens to win a piece by
tects, so White plays RxN, Black replies playing BxB himself next move. White can't
c4xR, and our first obstacle is gone. Now exchange the bishop for a better target, but he
what of the Black pawn on f7 and the White does have the possibility of a cross-pin.
knight on d4? Pairs of problems like this
pinned bishop, and then likewise careful to
check whether any of your pieces can get on
the opposite side of the bishop from its queen.

What will White play in reply? You might


reasonably worry about QxBa3. But remem-
ber that when you have a cross-pin like this,
either of your pinning pieces can capture the
pinned piece and give check at the same time.
That’s important because checks seize the
initiative from your opponent. If White does
Dg570: White to move play QxBa3, Black thus has QxB+. White is
forced to play Ka1; and with Black’s queen
The point to see is that Black’s bishop is on and bishop now lined up, Qb1# then is mate.
the same diagonal with its queen as well as its
king. White takes advantage of this with Qh7.
Now the bishop is pinned twice, and both pins
are doing important work: the bishop can’t
take the queen because then his king would be
exposed; he can’t take White’s bishop be-
cause then White would play QxQ. Nor, of
course, can the bishop run someplace safe. It's
attacked twice and protected just once, so it is
lost next move to BxB.

Dg571: Here's the current principle in less


intuitive form. Black starts with a pin of Dg572: Black to move
White’s bishop by his own. Black’s bishop is
loose, so he has to worry about White playing Dg572: A rook has as much trouble pinning
BxB next move; but since his bishop does pin an enemy rook as a bishop has pinning an
White’s at least for the moment, perhaps enemy bishop—unless, that is, the enemy
Black can take advantage with a cross-pin. rook is pinned twice. Here White’s rook is
Structurally it’s about the same as the pre- pinned by Black’s. The White rook looks safe
vious example, though this time it's a little enough because it has protection from its
harder to see because the winning move, Qe2, queen, but this protection turns out to be
requires Black’s queen to get behind White’s White's undoing; it causes Black to ask
bishop. whether the rook can be pinned to its guard as
well as to its king. He plays Qd2 and now
White’s rook is stuck on its square. Any move
it makes will expose either White’s king or
queen to capture. The rook is attacked twice
and protected once, so Black will be able to
bring it down next move with RxR+.

Your only worry is that White might be able


to disrupt all this by replying to Black's Qd2
with Qd8+. We've seen this general risk be-
fore: a problem with pinning something to
your opponent's queen is that the queen may
Dg571: Black to move be able to make a threat or capture that wrests
away the initiative. In this case Qd8+ would
Still, you wouldn’t miss it if you were careful force Black to move his king; and if White’s
to look at all the lines leading away from the
queen could safely keep the king on the run, it the result is that Black has a queen against
could unpin the rook on d3—and thus allow it White’s rook.) The lesson to take away is just
to play RxR, since the rook at b3 would have that a cross-pin sometimes can be created
been left loose. But once Black replies to using the same logic and techniques used to
Qd8+ with Kh7, White is out of options. create initial pins—here, by consolidating
three enemy pieces into two with a capture.

Dg573: Black to move


Dg574: White to move
Dg573: Black pins White’s bishop to his king
with the rook on g8. But the bishop is guarded Dg574: White’s queen pins Black’s queen—
twice (by White’s rook and queen—not by the sort of. The Black queen is free to move along
f2 pawn, which is pinned) as well as attacked its diagonal, and to play QxQ; it just can’t
twice, so it’s hard to see how Black can ex- move off the diagonal. Since the target is pro-
ploit the situation. Part of the answer will be tected once and guarded once, the pin does
familiar from our earlier work: Black can not yet appear to be effective. But White can
bring another rook to bear on the pinned tar- change that by throwing another attacker at
get by using his first rook to capture; he plays the pinned piece with Rd1: a cross-pin. Yes,
RxB+, White replies RxR, and now Black has Black still can play QxQ; but this has become
caused White to expend one of his guards costly because now White has the reply
while making room to bring another attacker RxR+—and then, after Black moves his king
into play with Rg8. The pinned piece has been out of check, White still has the recapture
turned into a rook that is attacked twice and b3xQ (using the priority of check to gain ma-
protected only once. terial).

The only apparent hitch is that Black’s rook is The key to seeing the solution here is to no-
pinning White’s rook along the g-file, which tice, first, that the pinned piece is aligned both
seems to invite White to break out of the pin with its king and with another piece that
with RxR. He can’t, though, because the rook makes a good target; and secondly that the
on g3 is cross-pinned: if it moves up the file, loose piece that is the second target is aligned
Black plays QxQ. The potential for this with its king. This means that capturing it will
second pin of the rook was in place from the create a check, which in essence gives White
beginning. It just was blocked by the presence a free move as Black has to spend his time on
of White’s rook between the pinned bishop evasive maneuvers. The free move is critical
and its queen. By playing 1. ...RxB, Black because Black's initial QxQ is so costly; the
forced White into the cross-pin. White will sequence only works for White if he can
lose a piece. (Actually there are some compli- avenge it and pick up the rook on d8.
cations that can now arise, but they all involve
losses for White and are beyond the scope of Dg575: The pattern here is similar to the pre-
this study. White might try f5-f6+; Black can vious one but with an important difference.
play Nxf6, inviting QxN+ from White and Again White’s queen pins Black’s, and again
then recapturing KxQ. White has RxR, and White can add a cross-pin by moving his rook
onto the enemy queen's file: Re1-c1. Notice will have to act fast to make anything of it;
two things. Black is ready to play QxQ, and even if White
guards his queen (say, with Rc1) the resulting
exchange will wipe out the pin and any poten-
tial it held. When your queen pins your oppo-
nent’s this way, a first thought should be to
aim another piece at (and through) the pinned
queen, so that QxQ becomes more costly for
your opponent to play. The natural method
here would be to move the rook over with
Rb1. This might not look like much, since it
just positions the rook to attack the pawn on
b7 if Black moves his queen; but of course the
real significance of the threat is that it targets
Dg575: White to move the b7 square, which is adjacent to Black’s
king and already attacked by White’s knight.
First, White’s queen enjoys no protection; So if Black plays QxQ he suffers not just
Black can play QxQ without worrying about Rxb7+ but Rxb7# (mate). It's our now-
having his queen recaptured. Second, the rea- familiar concept: Rb1 cross-pins Black’s
son White is comfortable allowing this is that queen to a mating square.
if Black plays QxQ he is threatened with
worse than RxR; he is threatened with RxR# Black can avoid immediate doom by replying
(mate). Since White’s other rook seals off the to Rb1 with Nd7, which protects his queen
seventh rank, Black’s king has very little mo- and gives his king a flight square. But then
bility and is vulnerable along the back rank. White plays Qf5, preparing to take Black’s
The basic idea of throwing another piece at knight on its new square. It's a little surprising
the queen, and pinning it to a secondary tar- to see White move his queen away, but this
get, is unchanged; but the power of the cross- turns out to be surprisingly effective. First,
pin is much greater here. notice that White really doesn't need his
queen on c5 to pin the Black queen anymore.
We saw earlier that a piece pinning the queen White's rook has the situation under control: if
normally requires protection. This position Black moves his queen, Rxb7+ follows for
shows an exception to the principle: if you White, with the knight on a5 giving cover;
can add a cross-pin against the queen it may and then Black either loses the queen or gets
become too costly for your opponent to use it mated. But if Black doesn't move the queen
to attack the piece inflicting the original pin. and lets White play QxN he also has to worry
about White's queen then adding to the mating
attack against b7. And meanwhile from f5 the
queen protects the b1 rook against QxR+ by
Black. All Black can do in reply to Qf5 is
guard his knight with Rd8 and permit White
to play RxQ. It avoids the immediate threat of
mate, but after Black recaptures, White has
won a queen for a rook.

Dg577: Again we find Black’s king and


queen adjacent on the same diagonal with
White’s queen pinning Black’s. White’s win-
Dg576: White to move dow of opportunity is small: he has one move
to take offensive measures against Black’s
Dg576: Black has just interposed his queen queen or defensive measures to protect his
between his king and White’s queen. White own. Think offensively first.
momentarily has Black’s queen pinned, but he
easy for your opponent as well as for you to
overlook.

Dg577: White to move

With one queen pinning another on a diagon-


al, a cross-pin against the target will have to Dg578: White to move
be along a rank or file, which means it will
have to be imposed by a rook. Does White Dg578: Essentially the same concept, but a
have a way to bring a rook to bear against the move earlier. As yet there is no pin in place.
pinned queen? Indeed: he already has a rook White’s thinking might be stimulated by the
on the d-file. The only trouble is that White’s presence of his bishop and rook on the same
own bishop is in the way; this is a case where file leading toward e8—almost a mating pat-
the cross-pin can be created not by moving a tern, but Black’s queen is in the way. Another
piece into position to attack but by moving a approach to the position is to just consider
piece out of the way of an attacker. every check and its consequences. White has
Qa3+. To this suppose Black replies Qe7,
So where should White move the bishop? interposing his queen and walking it into a
Remember the purpose of the exercise: we’re pin. Now Black threatens QxQ, so what is
trying to make it too costly for Black to play White to do? Again, take the offensive by
QxQ. Suppose the bishop is out of the picture adding a vertical pin: here as in the previous
and Black does play QxQ; with the bishop case the rook is brought into the fray by simp-
gone, White would then play RxR+—a check, ly moving the bishop on e4 out of the way,
but nothing more. It would become a familiar and here as before the best placement for the
mating pattern, however, if the rook’s attack bishop is determined by the demands of the
were supported by the bishop. White thus cross-pin White wants to achieve. The point is
should play Be7. This not only discovers an to imagine Black playing QxQ and to place
attack on the queen by White’s rook, but also the bishop so that it has the maximum possi-
prepares the way (if Black plays QxQ) for ble usefulness afterwards. That means Bc6 is
RxR#. Black therefore can’t move his queen; best, because then after Black if QxQ White
the best he can do is NxB. White then has will have RxB#, just as he had a similar mate
RxQ, winning the queen for a bishop and a in the previous position.
rook.
We have been assuming Black would inter-
Moving the bishop to e7 is a little counterin- pose his queen in reply to White’s Qa3. Now
tuitive because it looks like it can be taken so we can see that would be a blunder; his better
easily with QxB. Of course it can’t, since option would be to remove his king to g8. But
Black’s queen is pinned, but what the eye sees then you should see another pattern: a classic
is that retreating the bishop to c5 or b4 looks discovered attack via Bxh7+, followed a
safer and more appealing. To discipline your- move later by RxQ—the start of a winning
self to consider possibilities such as Be7 it sequence for White, though not so devastating
helps to very deliberately look at moves that as if Black had played Qe7. Hence the impor-
put your pieces en prise to (exposed to cap- tance of seeing the kernel of the discovery on
ture by) the pinned piece. Such moves are the e-file from the very beginning: however it
gets used, the potential for it dominates all the other words, Black’s queen is cross-pinned to
variations that might follow from White’s a mating square, and so is lost.
check.
4.2.05.
Dg579: A case where the critical pattern takes Other Ways to Constrain the Pinned Queen.
yet a little longer to come into view. Black’s
king and queen are adjacent but can’t now be While we're on the subject of the pinned
pinned effectively: they are on a diagonal, so queen, consider a few other positions where it
the only White piece usable to impose a pin can't bite back against the piece that pins it.
would be the queen; and the queen has noth- These studies don’t involve cross-pins, but
ing it can do here. You generally don’t pin they are similar in important respects: in each
one queen with another by attacking it, be- of them you have the queen pinned; and if it
cause then your opponent just plays QxQ. captures your pinning piece, you achieve mate
or some other decisive gain.

Dg579: White to move


Dg580: White to move
To create a pin of one queen by another you
usually need to check the enemy king with Dg580: The most salient facts of the position
your queen and force the enemy queen to in- pictured here are two: the alignment of
terpose. Black’s king and queen with nothing between
them on the g-file, creating the kernel of a
All right, so play with some checks. White pin; and the coordination of White’s queen
has two to consider: QxR, which just loses the and d7 rook, both trained on f7 and almost
queen, and Rxc5, which at least is safe; so able to deliver mate with Qxf7. (Anytime
consider what follows from it. Black moves your queen can land on a square next to the
his king to b8. Now what? Look for your next enemy king and get backup from one of your
check. White’s queen can attack the king in a other pieces, you have a threat worth explor-
new way by moving to e5. (Of course when ing.) A pin against Black’s queen would need
you imagine this sequence you have to re- to be delivered vertically by White’s queen
member that White’s first rook move leaves (which can’t get there) or his d4 rook (much
e5 vacant.) Now Black is forced to interpose better anyway as a pinning tool, of course,
his queen on d6, and you see the emergence because it’s cheaper). A piece that tries to pin
of the pattern we have been considering late- the queen usually needs protection, and the
ly: Black has put his king and queen on the rook would find none on g4. But it sometimes
same diagonal, with his queen pinned by is the case that a queen pinned to its king is
yours. What do you do? By now you know: performing important defensive functions that
consider throwing a rook at it—and remember constrain its ability to lash out at a piece that
that you have more than one. Thus the right pins it. That is so here: imagine Black playing
move is Rf1-d1. Test it by asking what this QxRg4 and see that Qxf7 would have a new
would make possible if Black were to play significance, attacking the king not only with
QxQ. White’s response would be RxR#; in protection but without any Black guards to
worry about. Black’s king would have noth- idea just because your pinning piece could be
ing to do but move to h8. White then would taken. Pause to ask what would be possible on
have a crushing queen-and-rook battery on the board as it then would look, asking the
the seventh rank, allowing him to play Qxh7#. same questions about that resulting position
So Black’s queen wouldn't be free to take the (looking for possible checks, forks and the
rook that pins it after all, and Rg4 therefore like) that you ask about the board in front of
wins. you.

Dg581: White to move Dg582: Black to move

Dg581: You can see where this is going. Dg582: This time it's Black who sees that
Black has his king and queen on adjacent di- White has left his king and queen adjacent on
agonal squares; White looks for a pin and a diagonal. He looks for a pinning tool and
finds it with Bd4. It looks perfect because the finds it in the dark-squared bishop, which he
bishop gets protection from the rook on d1. can play to g5. What will White do? He might
But this position illustrates a risk to consider play QxB, but his more immediate defense is
when building a pin: your opponent may be the same as in the previous position: f2-f4,
able to interpose something between the pin- interposing a pawn and disturbing the pin.
ning and pinned pieces. In this case Black will Black follows the continuation in his mind—
play e6-e5. Now what? One option is simply Bxf4, then White plays QxB. It looks bad, but
to take the pawn with Bxe5, renewing the pin before writing off the idea consider the con-
on the queen. The problem is that White’s sequences of White’s feared move. Ask in
bishop would then lose its protection from the particular what pieces Black can direct at
rook. White’s king, and with what result, once the
queen leaves its station. Here the answer is
Still, don’t assume the idea must therefore be that Black has a battery of queen and rook on
a failure. Imagine Black actually playing the b-file. It’s another case like the one a
QxB; ask what would then be possible for moment ago where your queen can land near
White, especially by way of an attack on the enemy king, and with protection; and it’s
Black’s king. Really White has just one piece another case where the move results in mate,
usable for that purpose: his own queen, which this time on the spot with Qxb2. So again the
he can play to...h6! Fortunately that’s enough; pin of the queen (this time with Bg5) works
Qh6 is mate because the Black king’s position fine despite the fact that the pinning piece has
is so constrained. (A king stuck in the corner no defenders.
with no pawn cover is at great risk.)
The general lesson of these positions resem-
So it turns out that Black’s queen is not free bles a point from the section on knight forks:
to take the bishop that pins it, and that Bd4, if you have a pin (or fork), but it looks un-
followed by Bxe5, is a winning sequence for playable because the piece you would use to
White. The general point is that when you execute it can be taken, ask what the conse-
have a possible pin, don't lightly dismiss the quences of such a capture would be and espe-
cially what checks would then become possi- White plays the simple Re8#, a variation on
ble for you. A potential fork or pin is a type of the standard mating pattern where the rook
forcing move that often costs your opponent mates with help from the bishop, which pro-
material if he doesn’t capture the piece mak- tects it and seals off critical flight squares.
ing the threat. Forcing him to make that cap-
ture means you're controlling the movement The point of all this is that White can attack
of the pieces on the board, which in turn is the Black’s queen without fear that Black will
key to creating tactical strikes or all sorts. play QxQ, for Black's queen is frozen in place
From time to time a failed pin can be better by the mate threat. Black will have to reply to
that a successful one, as this position shows. the pin by playing g7-g6 to create an escape
route for his king. White’s task then is to go
to work destroying the pinned queen’s de-
fenders—the king and the knight on g8—so
that the pin is made profitable. First White
uses Rd8+, forcing Black’s king away to g7.
Then he plays RxN+, which loses the rook for
a knight (after Black plays RxR) but destroys
the last of the Black queen’s defenders. No-
tice that although the pin of Black’s queen
was dissolved back when the king moved
away from f8, since White has operated with
checks Black has had no time to play QxQ.
Dg583: White to move Now the Black queen has been left loose, so
White takes it with his.
Dg583: You see Black’s king and queen adja-
cent on the same diagonal and so immediately Once you realize how much work is being
think about pinning possibilities. The only done here by the threat White’s rook creates
piece White has available for the purpose is on the d file, a different idea may occur to
his queen, which he can play to a3. Obviously you: Black can disrupt White’s plans by rep-
Black can just reply QxQ; the question is lying to Qa3 with Bd7, blocking the White
what would then become possible for White. rook’s path. It looks good because White
Imagine the board as it would look after that can’t afford to play RxB; that would permit
little sequence and you see three White pieces Black to play QxQ without worrying about
trained on the Black king’s general position: the mate threat discussed a moment ago. (Do
the bishop on b5, the rook on d1, and the you see why? If White then tries Rd8+, he
knight on e4. Since White by assumption loses the rook to RxR; when Black moved his
would be losing the queen, the question had bishop to d7, he freed his rook on a8 to pro-
better be whether he can use those pieces to tect the back rank.) But White has a different
mate afterwards. Think in checks. White winning sequence instead. He plays QxQ,
would have just one: Rd8+. To this Black allowing the recapture NxQ—and then he has
would have to respond Ke7. Now notice that BxBd7, as Black’s bishop is left loose. If
Black’s king would be trapped on the seventh Black recaptures the queen with his king ra-
rank: White’s rook would seal off the eighth ther than his knight, White plays RxB+ in-
rank, and his knight would seal off the king’s stead; Black’s king can’t recapture because
only flight squares on the sixth. So now what? White's rook has protection from his bishop.
Other Patterns and Applications.

4.3.01. The other way to see the idea would be to


Pinning a Piece to Take Its Protectorate. follow out the lines from Black’s king and
observe what might be obvious enough any-
Our discussion of pins has been focused on way if you were playing this position: Black’s
how they can be used to capture the pinned knight on g8 is pinned. You immediately fol-
piece. But there is another whole family of low up with a look not only at whether the
uses for a pin, equally useful and important: knight can be taken but at what it is supposed
by pinning a piece you also render it unable to to protect. Here you see that the pin of the
serve any defensive purpose; any pieces it knight leaves Black’s other knight attacked
formerly guarded are left unprotected or less twice and really protected only once.
protected. A pin thus may enable you to take
material other than the pinned piece (or
pinned pawn), or to gain access to squares
that can lead to checkmate.

Dg585: Black to move

Dg585: Starting from White’s king and work-


ing outward, you find a pin of the bishop on
Dg584: White to move d3. One question to ask is whether you can
take it; another, however, is what it is sup-
Dg584: In the simple position we start with to posed to be protecting that might now be vul-
the left, White’s queen is under attack by nerable because of the bishop’s paralysis.
Black’s bishop from c8. Resist the temptation Here the bishop helps protect the pawns on c4
to think defensively; if possible you don't and e4. The pawn of interest is the one on c4,
want to spend your time backing away from as Black already attacks it twice. Because of
Black’s threats. There are two ways to instead the pin on the bishop, the pawn is protected
see an offensive idea here. One is to examine only once. Black can take it next move.
any captures you can make and to inquire into
the protection enjoyed by their targets. Here Dg586: Black has just played his bishop to c5,
the most obviously contested square is f6; where it checks White’s king. White consid-
Black’s knight there is attacked twice, by ers his options: capture the bishop with his
White’s queen and by the rook behind it on queen (out of the question since the bishop
f3. The knight appears to be guarded twice— has protection); move the king to h1 (plausi-
but isn't: since its fellow knight on g8 is ble); or interpose something between his king
pinned, the f6 knight is protected only by its and Black’s bishop. What interpositions does
queen on b2. As the target is attacked more he have? Bd4 would seem to work; the bishop
times than it is defended, White wins it: 1. would have protection from the queen on c4.
…QxN+; 2. QxQ, RxQ. Any problem with this?
brought into line with it. Or just inspect the
consequences of any checks you give. Either
train of thought leads you to Re1+. White’s
reply is forced: KxR. Suddenly the knight on
f2 is pinned, and therefore incapable of doing
any defensive work. Black has QxQ.

Pins meant to capture the pinned piece—the


sorts of pins studied before this section—can
be brought into existence in many different
ways, as we saw; often you can just slide your
Dg586: White to move pinning piece into place to create the pin and
then start throwing attackers at the target. But
Yes; when you interpose a piece to block a that method usually won't work if your goal
check, remember that this causes the interpos- instead is to take something the pinned piece
ing piece to become pinned. Any defensive protects. The reason is that once you impose
purpose it had been serving is no longer being the pin your opponent still remains free to
served; any pieces it was protecting may no move the target—i.e., the piece protected by
longer be protected. So before interposing the the piece you have pinned. There are excep-
bishop White must ask whether bishop is sup- tions, but usually if you want to pin a piece to
posed to be protecting anything. It is: the take something it guards you must bring the
knight on e5, which will be lost to QxN if the pin into existence with forcing moves that
bishop is paralyzed. So Bd4 is the wrong allow you to keep the initiative and don’t give
move for White; he should move his king. your opponent time to move the target. The
classic means of doing this is with a check—
often a check sacrifice—that forces your op-
ponent to move his king into line with one of
its fellow pieces. In effect you have caused
him to create the pin for you, and now it is
your move again; anything the pinned piece
used to protect suddenly is loose, and you can
grab it. This case introduces the point.

Dg587: Black to move

Dg587: Now an example of how the pattern


just viewed can emerge from a forcing se-
quence. This time the queens are faced off
against each other. A natural question to ask
is what it would take to enable you—Black—
to play QxQ. White’s queen is guarded by the
knight on f2. Black could simply take the Dg588: White to move
knight with his bishop, but this wouldn’t get
anywhere; White would reply QxQ, and then Dg588: Black has just moved his queen out
after Black recaptures White would have KxB where it can attack White’s queen. White’s
and the sequence would be a wash. But the queen is loose; Black’s queen has protection.
bishop aimed at White’s knight has another White can move his queen, protect it, or play
significance. There are ways of eliminating an QxQ, but it would be rash to do any of these
obstacle besides capturing or chasing it; per- things too quickly. Think more aggressively,
haps it can be pinned if its king can be
considering how Black’s queen is protected but then White can add another attacker with
and whether anything can be done to under- f2-f3. The knight will be lost. But it’s even
mine its security. What you should see is not better to win a queen for a rook as you do
just that the queen is guarded by its knight, with the primary sequence. You might have
but that the knight is attacked by White’s bi- seen this second idea first, though, and in that
shop. BxN won’t work, as it is met with QxQ. case the position shows the importance of
The significance of the bishop, rather, is that looking beyond the first good tactical move
it also is aimed through the knight at a square you see. There may be something even better.
adjacent to Black’s king. If the king could be
moved over, the knight would be pinned—
and then it might as well not exist so far as the
Black queen is concerned. How to move the
king over? With a check (and sacrifice):
Rd8+. Black is required to play KxR (or
Ke7), which brings the king into line with the
knight and suddenly leaves Black’s queen
without a defender. Now White plays QxQ
and wins the queen without a recapture.
(Black could not reply to Rd8+ with NxR, of
course, because his c6 knight is pinned.)
Dg589: Black to move
Now of course another way to see the idea
here is to experiment with the consequences Dg589: Familiar principle, different context.
of any checks you can give. White only has Black’s queen and White’s queen attack each
two, and one of them is Rd8+, requiring other, with each enjoying protection from one
Black’s king to move. When you make the of its fellow pieces. Don’t just think about
enemy king move, ask whether any fresh pins whether to exchange queens; think about
have appeared; here this leads you to the f6 whether you can knock the legs out from un-
knight, and you ask not only whether you can der White’s queen by paralyzing its guard. Or
take the knight but whether its paralysis has just think about any checks Black can give.
consequences for anything it is supposed to He has two to consider: Qh2+, losing the
protect—like Black’s queen. queen without benefit; and Bxf2+, which
forks White’s king and rook and invites the
This position is an example of the point made reply KxB. What would be the significance of
in the previous frame regarding forcing that exchange? When a move would force the
moves. Suppose Black’s king already were on enemy king to change squares, look for fresh
d8 (because White played Rd8 a move earli- pins. Here White’s king would step behind
er), and White’s bishop were on, say, e3. If the knight on f3, causing it to become abrupt-
the bishop went to g5 to pin the Black queen’s ly paralyzed by a pin from Black’s queen.
guard, nothing would come of it; it wouldn’t
be a forcing move, so Black would be free to Having seen that you have a check which re-
move his queen to safety—or, here, to play sults in a pin, ask not just whether the pinned
QxQ. But using a check sacrifice dictates piece can then be taken but whether it was
Black’s move in reply and leaves him no time serving defensive purposes that might now be
to prevent White from playing QxQ once the unattended. The knight was guarding White’s
knight is pinned by Black’s own hand. queen, so now Black takes it with QxQ.
Shouldn’t Black worry that moving his queen
For the sake of completeness notice that to play that capture also will release White’s
White has another good pinning possibility knight from its pin? Yes, he should worry
here, too: 1. QxQ, NxQ; 2. Re1—and now about it; but Black’s rook on f7 picks up the
White’s rook pins the knight on e4. Black can pin once the queen leaves the file.
rush a defender to the knight’s side with Bf5,
Dg590: The current point one more time in a White’s queen, move his king out of check, or
slightly different visual setting. (Its inclusion capture White’s queen. Here Black’s options
here may be tedious; your patience with it are three:
will be rewarded in the next frame, however,
which usefully shows how it came into exis- (a) Black can move his king to f8. White asks
tence.) what checks he then would have, and sees
Bh6. This drives the king on to g8. White asks
what checks he then would have, and sees
Qe8#. Conclusion: if Black initially replies
Kf8, White mates.

(b) Black can interpose his knight on c6.


When you imagine an enemy piece moving,
always keep an eye on how this affects any
lines it used to occupy. Here the knight’s de-
parture from e7 would vacate the path of
White’s bishop to d8—a square adjacent to
Black’s king and already attacked by White
Dg590: White to move rook. White would be about ready to play
Rd8#; the only hindrance would be Black’s
White’s queen pins Black’s queen, but can’t queen. But it can be drawn out of position if
capture it profitably because it is protected by White plays QxN+: for then if Black replies
the knight on e7. If White plays BxN, Black QxQ, White mates with the rook.
plays the usual QxQ. As before, White can
steal Black’s queen if he can use forcing (c) Black’s final possibility is to interpose his
moves to create a pin of its defender. Again queen at c6. Now analysis proceeds as in the
he plays Rd8+; again Black plays KxR; again previous frame, with White again looking
White now plays QxQ with impunity. always for his next check and this time find-
ing Rd8+.

It is worth going over these variations until


each of them—and the process of thinking all
of them through—is clear.

Dg591: White to move

Dg591: Here’s the same position slightly ear-


lier so you can see how it was created. White
has nothing at the moment, so he plays with
any checks he can inflict. He has two: Rd8+ Dg592: White to move
and Qa4+. Rd8+ loses the rook, though it
moves the king over and causes Black’s Dg592: Look for capturing opportunities for
knight to become pinned—a good thing to White and you see RxR, but Black’s rook has
see, but not yet useful. Qa4+ loses nothing, protection. So turn your attention to the piece
and so is of particular interest. Carefully con- that guards the rook—the bishop on f5. You
sider Black’s possible replies: any ways he can’t capture it, and it protects nothing else
can interpose something between his king and
you can capture. You might consider chasing you can give and whether they cause move-
it away with g3-g4, but then Black simply ments by the enemy king, or interpositions in
plays RxR himself; after you recapture BxR, front of it, that create pins; and then to ask
he moves his bishop to e6 and has lost noth- whether any pins that result leave other ene-
ing. The position comes apart promptly, how- my pieces underprotected.
ever, once you notice that the f5 bishop is
aligned with its king and thus is pinnable. Bg4
does the trick for White. A bishop pinning a
bishop can be awkward, of course, but not
when the pinned bishop is supposed to be
protecting a more valuable piece. Suddenly it
is paralyzed and does no defensive work. If
Black plays BxB (his best move), White has
RxR and wins the exchange. If Black instead
plays RxR, White doesn't recapture BxR—
yet. First he plays BxB+, using the priority of
check to gain a move. Black has to move his
king, and then White still has BxR waiting for Dg594: White to move
him.
Dg594: Here is a more advanced study that
combines the pin with a discovered attack and
shows how a pin can be used to immobilize
the defender of a square you would like to
have. The d-file should be an attention-
grabber—the collection of pieces lined up
there, and the kernel of a discovery in particu-
lar (White's knight masks his queen; he would
be poised to play QxQ if the knight were out
of the way). The trouble is that if White plays,
say, Nxc6+, Black can both erase the threat to
his king and move his queen out of trouble
Dg593: White to move with QxN. It would be different if the pawn
on d6 were out of the way, for then Nxc6
Dg593: Examine every check. White has two would create a pin as well as a discovered
with his queen that cause it to be lost without attack and prevent the queen from doing any
creating plausible offsetting benefits. (Checks defensive work. This is the value of studying
that lose the queen usually can be dismissed the whole d-file, not just individual pieces in
quickly unless they lead to mate or other isolation: you then see that Black has his king
enormous gains.) Bh7+ requires Black to play at one end of it, and this suggests the possibil-
KxB, moving his king onto the seventh rank. ity of the pin.
(If Black plays Kf8, White looks for his next
check and finds Qh8#.) With the king moved So how can the d6 pawn be removed? The
to a new rank, White looks to see whether any first thought when an enemy pawn needs to
other Black pieces that might now find them- be moved is to take something it protects, of
selves pinned. He sees that the pawn on f7 course, but here it protects nothing—no piec-
would be paralyzed. Next he asks what the es, at any rate. There remains a second me-
pawn protects—or protected—and sees that thod for White to consider, though, which
the bishop on e6 would have become loose. consists of putting a piece en prise to the
So he can play QxB, winning back his bishop pawn and inviting it to capture. This naturally
and gaining a winning position with his queen is most effective where the piece imposes a
and rook both trained on the loose f7 pawn. threat at the same time. White thus plays Re5,
Again, the critical point is to study the checks sticking his rook next to Black’s queen and
threatening to capture it. If Black plays d6xR,
White’s discovered attack—Nxc6—now
works because of the pin. Black then has no
choice but to move his king, after which
White has QxQ. Black can also reply to Re5
with QxR; but then you examine the resulting
board and see that Nxc6+ still works, not as a
discovered attack but as a knight fork. White
has NxQ a move later, and after the recapture
ends up with a queen and two pawns in return
for his knight and rook. The two passed
pawns he has left on the queenside ensure Dg595: Black to move
victory.
Here the g2 pawn protects the knight on h3—
Notice that all this works only because Black or rather it's supposed to protect the knight,
has such a limited range of responses to Re5. but can't. Black takes it with QxN.
Although Black’s queen is in the middle of
the board, its position is quite cramped; there
are no safe squares it can reach once White’s
rook is on e5. But if the pawn on f7 weren’t
on the board, Black would be able to evacuate
his queen to g8 and White’s plans would be
foiled (though Nxc6+ still would win a
pawn).

A collection of pieces of the sort we see on


the d-file here often will give rise to more
than one tactical possibility, especially when
the king lies at one end of it. In this case a Dg596: Black to move
discovered attack, a pin, and a knight fork all
are among the ingredients of the winning Dg596: The cluster of pieces around White’s
idea. king seems full of potential for Black. But the
most important piece is elsewhere; it is the
4.3.02. bishop on g6, because it pins the pawn on c2.
Pinning a Pawn to Take Its Protectorate. If you are thorough in following out the lines
from the king you will not miss a long-
distance pin like this. Why is it so critical?
We have looked at cases where you pin pieces
Because now when you study the cluster
in order to take what they are supposed to
around the king you realize the c2 pawn is
protect. But the power of pins against pawns
doing no defensive work; anything it appears
for the same purpose mustn’t be overlooked,
to protect, it doesn’t. What it appears to pro-
either. Pawns serve critical defensive purpos-
tect is the pawn on b3, which is attacked
es; they make ideal guards for pieces. If you
twice (by White’s a4 pawn and his rook on
can pin a pawn you thus may be able to leave
c3) and in reality is defended just once (by
an enemy piece exposed to capture.
White’s bishop). Black therefore is free to
play a4xb3; and if White replies Bxb3, Black
Dg595: To the top is a simple example. Black
wins the bishop with RxB+. White cannot
scans the lines out from White’s king and
recapture and will suffer more losses soon.
finds a pin of the g2 pawn already in place.
(Slightly better for White after Black’s initial
The automatic question is what the pawn ap-
capture would have been Ka1, but it’s still a
pears to protect—what pieces, what squares—
lost position; Black then plays Bb4, unmask-
and how you might take advantage of its para-
ing a rook pin of White’s bishop on a2 and
lysis.
preparing a discovered attack against the
White rook on d2 and—behind it—the other the bishop has protection from the pawn be-
rook on e1: e.g., Rc3-c8.) hind it. This is a desperate situation, so think
hard about what resources Black has availa-
ble. First, his bishop on e4 pins the c2 pawn.
This is important: it means the pawn, despite
appearances, is defensively inert. If it weren’t
there (in a sense it isn’t there), what would
Black do? He would eliminate the bishop’s
defender with check via Rxb3+. (Of course
you might reach idea as well by just examin-
ing every check you can give.) Since White
would be in check he would have no time to
play BxQ; and since the pin of his pawn
would prevent him from playing c2xb3, he
Dg597: White to move would have to try something else to defuse
the threat to his king—e.g., BxR or Ka1. Ei-
Dg597: As White you might be thinking here ther way White’s bishop is left unguarded, so
about your two rooks and how to coordinate now Black can play QxB after all. It's true
them; there almost is a back rank mate with that if White chooses BxR, Black loses the
Re8+, but Black’s rook on a8 prevents it. rook; but in addition to having saved his
Meanwhile your bishop on g2 might seem an queen he ends up with a forced if longish
afterthought, serving a largely defensive pur- mate. (His queen, bishop and pawns close in
pose since it is not aimed toward Black’s for the kill in six moves.)
king. But in fact the bishop plays a useful
offensive role, as often is the case when it is
fianchettoed (sitting on g2 or a comparable
square)—and especially when the center has
been cleared. The bishop is pinning the pawn
on b7 to the loose rook behind it. This is not
beneath your notice, for it means that the
pawn is incapacitated and protects nothing. So
look at what it ostensibly protects: the pawn
on a6. White can take it with Rxa6. If Black
replies b7xR, he loses his rook; if he replies
RxR, this would permit immediate checkmate
by White with Re8#. So the original Rxa6 Dg599: Black to move
wins White a pawn.
Dg599: White has just played h2-h3, threaten-
ing to take Black’s bishop. What is Black to
do? He could retreat the bishop, but around
here we don't play defense before looking at
offense. White’s position looks impregnable
but has a subtle weakness: follow the lines
from White’s king and you see that the pawn
on f2 is pinned. That means it can't guard any-
thing; in particular it means White’s knight on
g3 is loose. Instead of retreating his bishop,
Black thus can play NxN and let his g4 bishop
get taken. Why is this better than retreat? Be-
Dg598: Black to move cause after NxN Black’s knight attacks
White’s rook. If White moves the rook, Black
Dg598: Black’s queen is pinned by White’s moves his bishop and has won a piece clean-
bishop on c4. Black can’t play QxB because
ly. If White takes Black’s bishop, Black pays structure of the file. What would it take to
NxR and wins the exchange after White re- realize that potential? Well, two of the pieces
captures. It’s another study in how the pawns in the way can be eliminated together:
in front of a king usefully can be pinned, leav-
ing pieces on the third rank open to capture.

Dg601: White to move

Dg600: White to move if White plays BxN, Black has to reply QxB
to avoid losing his queen to White’s rook via
Dg600: Here White has three checks with his discovered attack. Presto: now White has a
queen that result in its uncompensated loss; pin on the f7 pawn. Immediately you consider
but he also has Bh5+, which is safe and inter- what the pin was protecting. Answer: the bi-
esting: it requires Black to move his king over shop on e6. Can White now play BxB? No,
to d8. When you see a move that will force not quite yet: Black’s queen, now on e5,
the king to change squares, ask whether any- would be protecting it. But this can be cured
thing will be pinned to it in its new position. by exchanging away the guard with QxQ,
A cursory scans reveals that the pawn on d7 d6xQ. Now Black’s bishop is free for the tak-
will be pinned. Next step: ask whether the ing.
pawn is supposed to protect anything that
might now be vulnerable. Answer: Black’s The point is one we have seen before: don't
queen on c6 is loose. There is a complication, overlook possible pins because there are piec-
though, because the only piece White can use es cluttering the needed line. Think about
to take Black’s queen is his own queen, which ways to clear them and ask what would then
also would be the piece imposing the pin; be possible. This includes cases where the
once White plays QxQ, will the pin of the d7 dividend of your maneuvers is a mere pinned
pawn still be effective? Yes, because the rook pawn.
behind the queen takes over the pin once the
queen moves. Another way to see the idea would be to ob-
serve the pressure on the e5 square occupied
The idea here, though only one move away, is by Black’s knight. It’s attacked twice (by
not easy to see at the start. It promptly be- White’s bishop and queen) and guarded twice
comes visible when you play with checks and (by Black’s queen and d6 pawn). When you
their consequences. see an evenly guarded square like this, you
may not be able to win the piece that sits on
Dg601: Again there are a few ways to find the it; but you still have the power to control the
idea here. First trace out the lines from look of the board by initiating the series of
Black’s king. On the f-file you see a Black exchanges those attackers and defenders are
pawn, Black queen, White bishop, and White poised to make. Imagine liquidating the posi-
rook. The White rook is most significant be- tion and ask the usual questions about the
cause it drives up the file and has the power to resulting position. Here that means White
exert a pin. Of course it doesn’t do that now; pictures 1. BxN, QxB, 2. QxQ, d6xQ. Those
the possibility is there, though, because of the exchanges are a wash, but when you imagine
the board as it then would look and trace out corner of the board with no flight squares.
the enemy king’s lines, you see that a pin of RxN# thus ends the game.
the f7 pawn would have come into existence
and that it would leave Black’s bishop on e6
loose. It's worth reinforcing a few times in
your mind’s eye.

4.3.03.
Pinning a Pawn in Front of the King as an
Aid to Mate.

Pinned pawns, of course, frequently are close


to the king, providing cover for it and defend-
ing squares nearby. Paralyzing those pawns
can do more than leave pieces loose, as in the Dg603: White to move
previous studies; it can make squares availa-
ble that permit a mating attack. It thus pays to Dg603: Again the key to the position is to
experiment with ways of putting your pieces study the posture of Black’s king (no freedom
en prise to any pawns pinned in the king’s of movement) and the lines leading from it in
vicinity. This practice helps offset the psycho- search of pins. Here White’s bishop pins the
logical tendency to think of squares as off pawn on g7. Ask what the pawn supposedly
limits because they appear to be protected, protects—not only what pieces, but what
when in fact their defenders are pinned and squares. The pinned pawn here is supposed to
inert. Pins of pawns in front of the king along protect f6. The square therefore is loose, at
diagonals, sometimes from a long distance, least for the moment. White tries planting a
are especially common and worth careful piece on it, like the queen, and determines
study. Those pawns often are supposed to be that Qf6# is mate. Here as elsewhere we are
stopping pieces from landing too close to the spelling out the thought process, but of course
king—but really aren't. in practice the insight should be nearly instan-
taneous: the g7 pawn is pinned; the queen
mates on f6.

Dg602: Black to move

Dg602: In the position on the top, a scan of Dg604: White to move


the White king’s lines reveals a pin of the sort
just described against the pawn on b2. So look Dg604: White’s inspection of the Black
for pieces and squares the pawn is supposed king’s lines turns up a pin of the pawn on g6.
to protect, and see that the knight on a3 effec- How to exploit this? By making aggressive
tively is loose. More than that, play the cap- use of one of the two squares the g6 pawn is
ture (and check) RxN in your mind’s eye and supposed to protect: h5. Make a threat from
see that White’s king has nowhere to go; its there; deliver a check from there. White does
position is terrible, as it is backed into the it with Qh5+. Black is forced to move his
king to the g-file. Whether he moves it to g7
or g8, White now plays Qxg6+, with the tage by moving to h3, then g2, with a mating
queen enjoying protection from the bishop attack. How to arrange the pin?
that formerly imposed the pin (a common
pattern we will see repeated). The king re-
treats to h8, and now White mates with Qh7#.

Dg606: Black to move

Hound the king with the rook, and be ready to


Dg605: White to move sacrifice it. Black plays 1. …Re1+, 2. Kh2,
Rh1+, 3. KxR and White’s king has been
Dg605: This time you find no pins, but if you drawn into the corner. Now Black takes ad-
size up the forces bearing on Black’s king you vantage by putting his queen onto the square
see that the bishop on a1 is poised to pin the that the newly pinned pawn used to protect:
pawn on g7 if the king can be pushed into the Qh3+, and the king’s only flight square is g1.
opposite corner. Or you consider every check Black mates from here with the simple Qxg2,
for White and find two—Qh6, which is no with the queen again taking protection from
good, and Rh8, which requires KxR in reply the same bishop whose pin allowed it to pene-
and places the king on a square that leaves the trate White's position.
g7 pawn pinned. Either way you realize that
h6 now is a loose square, its guard paralyzed. The first lesson of the position lies in Black's
Threaten the king by putting a piece there: use of his rook. He sees his own bishop on the
Qh6+. The king’s only flight square is g8. long diagonal, and wants to get White's king
The queen’s next check is Qxg7#, which onto h1 so the g2 pawn will be pinned and
mates with support from the bishop on a1. allow Qh3+. His first available check—Re1—
Notice again how the bishop and queen use- doesn’t get this done, because the king goes to
fully are coordinated. First the bishop imposes h2. Then comes the key move: Rh1, planting
a pin that gives the queen a safe square on the rook on the square where Black wants
which to land; then the bishop provides pro- White’s king to go, and forcing it to capture
tection as the queen chases down the king. there. (This idea sometimes is known as a
decoy; we will examine it in more detail
It was noted early that 1. Qh6 fails. Notice elsewhere.) Notice that White could not play
precisely why: it fails because Black has 1. Nf1 in reply to Black’s initial Re1+, because
...KxQ, not because Black can reply 1. then Black mates with Qxg2. Likewise, White
...f7xQ—for that leads to 2. Rh8#. could reply to Black’s Rh1 with NxR instead
of KxR. But then Black still has Qxg2#.
Dg606: Start with an assessment of Black’s
offensive resources. He has a queen not far Dg607: Sometimes we begin by looking for a
from White’s king; a rook on the e-file, ready visual pattern, sometimes we begin by look-
to jump to the first rank; and a bishop on the ing at forcing moves; for it is important to be
long diagonal. The idea should be clear able to move between those methods of de-
enough: if the bishop were able to pin the veloping a combination. Let's start this one by
pawn on g2, Black’s queen could take advan- considering any checks Black can give and
their consequences. Easy enough; there is
only one: Rh6+, which forces Black to play battery of rooks on the d-file; a queen on the
Kg1. And then what checks would Black sixth rank; and a bishop on b2 aimed down
have? the long diagonal. How can this be turned into
a mating attack? It would help White to get
his queen over nearer to the Black king, so
that its pressure on that side of the board
could be coupled with pressure from the rooks
to put the king in a bind. That would be one
way to get at the idea here; another would be
to see that if Black’s king could be pushed or
drawn onto h8, White’s bishop would pin the
pawn on g7, creating a safe square for his
queen on h6. Still another route would be just
to consider every check and its consequences.
To 1. Rd8+ Black replies 1. …Kh7. Now
Dg607: Black to move comes the standard rook sacrifice: 2. Rh8+,
KxR, drawing the king into the corner.
Again, just one: Rh1+, which forces KxR—a
classic (and now familiar) decoy of the king With the pawn on g7 pinned, White takes
into the corner using successive rook checks. advantage in familiar fashion: he plants his
The pawn on g2 now is pinned, thus leaving queen on a square the pawn is supposed to
h3 available for occupation. Black can occupy protect: Qxh6. The king is driven back to g8
it with his queen, of course. To White’s Qh3 where it began, but this time White has
Black can only reply Kg1; now Qxg2# mates, trapped it on the back rank by putting pres-
with support for the queen furnished as usual sure down the h-file. He plays 3. Rd8+ and
by the bishop that imposed the pin. mates a move later, as the king has nowhere
to go (after 3. ..Re8, 4. RxR#).
An important point of the position: when you
consider what offensive resources you have
available to bring down on the king, be care-
ful not to dismiss too quickly any of your
pieces that seem far away or have their paths
blocked. Often the paths can become un-
blocked and those pieces can swoop in quite
rapidly. Here the queen looks at first like it is
in no position to contribute to an attack, and
yet it ends up delivering mate.

Dg609: White to move

Dg609: Black has just played h7-h6, threaten-


ing White’s knight. What would you play in
reply? You know better than to retreat and
forfeit the initiative until you have considered
offensive play. White has two bishops trained
on the king’s position. Search for a pin; if you
can find one, it may present tactical opportun-
ities that aren’t obvious on casual inspection.
Dg608: White to move Here we find a pin of the pawn on f7. Next
question: what is that pawn supposed to pro-
Dg608: Size up White’s offensive resources tect that now is unguarded? Don’t just look
as they bear on the Black king's position: a
for loose pieces. Consider loose squares as arrayed against the Black king’s position in
well. Here the pin weakens e6 and especially devastating fashion. One bishop attacks f7;
g6. Since the square closer to the king is g6 another attacks g7; the knight attacks h7. The
(and e6 remains protected by a different key to mate in a position like this is to get
pawn), experiment in your mind’s eye with your queen next to the enemy king while giv-
ways of putting a piece there—preferably ing it protection. Those bishops and the
your queen, since you are looking first for a knight give White’s queen lots of ways to do
mating attack and the queen normally is the this.
best tool for the purpose.

What you discover is that the queen here can’t


get to g6 in one move. But it can move to d3
(or b1—the point is the same); and now if
Black plays h6xN—which after all is White’s
immediate worry—White can play Qg6 with
impunity, taking advantage of the square
freed by the pin. How useful would it be to
have a queen there? Very: Qxg7 would mate a
move later with support from White’s dark-
squared bishop, and there is nothing Black
would be able to do to prevent it in the mean- Dg610: White to move
time. Indeed, 1. Qd3 gives White a forced
mate here no matter what Black does. All Dg610: The Black king’s position may look
Black can try are inadequate interpositions. reasonably secure. It isn’t. White considers
One actual sequence might go: 1. Qd3, Re8; any checks he can give—in this case, just one:
2. Qg6, Re5 (trying to interpose the rook to Qxh7. Black has to reply KxQ. Trace the lines
cut off the queen’s support from the dark- away from the new position you are imagin-
squared bishop); 3. Qxf7 (instead getting sup- ing for the king and see that the pawn on g6
port from the light-squared bishop), Kh8; now would be pinned. That means the two
Qg8# (again, mating with support from the squares the g6 pawn used to protect now are
light-squared bishop instead of the other one). free. White can plant a piece on one of them
with Rh5#, which mates since g7 is off limits
On the second move of the sequence White to Black’s king. A simple case of a queen
also has the option of playing Qh7 instead of sacrifice drawing the king into line with a
Qg6, this time giving check with protection pawn—a measure justifiable as a means to
from the knight on g5 and still mating in a mate.
couple of moves. Yet even then what drives
the position still is the pin of the pawn on f7:
that is what makes it possible for White’s
queen to threaten to move to g6, and that
threat is what prevents White’s knight from
being taken, leaving it available to protect the
queen if it instead moves to h7.

The first thing to take away from this study is


how the pin of a pawn in front of your oppo-
nent’s king can cause his entire defense to
crumble. If you can put a queen on a square
that such a pawn was supposed to protect, you Dg611: White to move
may have a mating threat; naturally it depends
on the rest of your attacking resources, which Dg611: Study what forces White has trained
is the second point to see: White’s pieces are on the Black king’s position: his knight on g5;
his queen on c2; his knight on d5; and his
bishop on b3. The sight of that bishop aimed What does all this have to do with pins? It is a
down the diagonal should cause you to think pin that stops White from effectively blocking
about possible pins; it has the potential to pin the mate with f2-f3. White’s f-pawn is pinned
the pawn on f7, which would leave the g6 by the bishop on c5, and seeing this might
pawn loose, which the queen then could take have encouraged the whole thought process
with decisive results. How to create the pin? above: one consequence of a pin on a pawn is
By vacating the White knight from the di- that it can’t step forward to block anything;
agonal forcefully, leaving Black no time to diagonals on which it might have interposed
escape. White thus plays Nd5xN+, forking (of are left free, giving you more liberty to play
course) Black’s king and queen. If Black on them and arrange attacks using queens and
wants to save his queen he replies BxN. But bishops there.
then the work is done; the exchange has
cleared the way for a pin that permits White 4.3.04.
to play Qxg6+ with impunity. And since Pins of Pieces to Allow Mate.
Black has had to move his bishop, White's
move is a check. The Black king goes to h8, Pins of pieces may facilitate mating attacks,
after which White mates with Qh7—this time of course, just as pins of pawns do. The pat-
with cover from its knight. terns that can arise from pinned pieces are
more various; to see them you need to be alert
to different ways of delivering mate. Later
chapters cover mating patterns in some detail,
but in our work so far we have been focusing
on two general sorts of ideas. First are mates
where two or more of your pieces are coordi-
nated in attacking a square next to the enemy
king—most often a “queen-plus” mate where
the queen lands next to the king and has cover
from another piece, such as a bishop, though
we also have seen “rook-plus” mates with the
bishop on occasion. (The previous position
Dg612: Black to move involved a threat of a queen-plus mate on g2,
then a rook-plus mate on h1.) The usual way
Dg612: Do you see a mating idea for Black? for your opponent to defend against this pos-
The clue is the open h-file occupied by his sibility is to keep a friendly piece near the
rook. If the rook could land on h1 with pro- king to protect the squares on which your
tection—the traditional provider of it would queen might like to land. Sometimes you can
be a bishop; we have seen bishop and rook pin that guard, however, making a safe land-
mates like this before—it would be mate. As ing for your queen or rook possible.
it happens Black has a bishop aimed that way
on the long diagonal, but there are two things Another pattern we have been using, and will
in its way: the White pawn on d5 and White see again here, arises when the enemy king is
bishop on g2. Without those pieces, White trapped on the back rank and you are able to
would be unable to avoid mate. The bishop plant a rook or queen there. A common de-
protects the pawn, and Black attacks the pawn fense against this threat involves pieces that
twice, so a method of clearing the line comes can be interposed on the back rank if hostile
into view: Black plays Qxd5 (threatening pieces are put there; and again those interpos-
QxB#); White replies BxQ; Black plays BxB ing pieces sometimes can be pinned, making
and now is poised to play Rh1#. Indeed, noth- the mate possible after all.
ing White does can prevent it; he only has
useless interpositions with his bishop on the Dg613: The position on the top can be un-
h-file or with his queen on the long diagonal. derstood as a back rank mate or a queen-plus
mate. The key point to see is that White has a
battery of queen and rook on the d-file,
trained on a square adjacent to Black’s king.

Dg615: White to move

Dg615: Assess the threats to your own king


Dg613: White to move and you see that Black is threatening mate
with Qxh2 (as well as the somewhat less for-
The critical square—d8—appears to be at- midable, but still troublesome, QxR+). It's
tacked twice by White and defended twice by hard to see a satisfactory way to avoid both
Black, by his bishop and the queen behind it threats by moving the White pieces around
(setting aside the king’s protection of the defensively. But we know the value of not
square). But on inspection of the king’s lines reflexively playing defense; in this case, by
the e7 bishop is seen to be pinned by White’s taking the time to examine the checks he can
other rook. White thus is free to play Qd8#, give White finds he can disregard the threat
ending the game. and achieve mate himself. The first thing to
see is that White almost has a back rank mate
with Re8, but Black’s rook on f8 blocks the
way; and then there is the coordination of
White’s queen and bishop against f7. If
Black’s rook could be drawn up to f7, it
would become pinned and enable the back
rank mate to work. You equally might see the
idea by just looking at any checks you can
give and their consequences. Either way the
result is the same: Qxf7+ requires RxQ in
response—drawing Black's rook into a pin.
You take advantage of this by noting the de-
Dg614: White to move fensive purpose the rook had served and ex-
ploiting the new vulnerability with Re8#.
Dg614: White has a potent battery, this time
on the f-file. Ideally he would like to drop his
queen to f8, let it get captured by Black’s
rook, then recapture with his own rook and
deliver mate. The only worry is an interposi-
tion: if Black then plays Be8, the mate seems
to be spoiled; for then if White plays RxB,
Black has KxR. This is a common difficulty
in carrying off a back rank mate. But scan the
king’s lines (or the bishop’s vulnerabilities)
and you see that the bishop is pinned and
can’t interpose after all. So 1. Qf8+ followed
by 2. RxR is indeed mate. Dg616: Black to move
Dg616: Now the same concept pushed out yet the queen so it can attack h7; if it landed there
another step and seen from Black's side. with support from the bishop on d3, it would
Black is threatened with RxQ. The usual point mate.
repeats: don't retreat without considering how
you might attack. The vague potential for a
back rank mate exists because White’s king is
stuck under its pawns without much protec-
tion except for its queen; the fantasy for Black
is Qxf2 followed by mate on f1 or e1. White's
queen stands in the way of this, so Black ex-
periments with harassing moves like Re8 with
either rook. Now if White plays RxQ, he gets
mated with RxQ#. What else can White do?

(a) He doesn’t want to play QxR; he’ll then


lose his queen on the recapture by Black's Dg617: White to move
other rook, which renews the mate threat.
The problem is Black’s knight on f6, which
(b) If White moves his queen to d1, Black guards both the square where the White queen
replies with checks: Qxf2, to which Black wants to go first (h5) and the square where the
must reply Kh1; then Re1+, to which Black queen wants to end up (h7)—which illustrates
must reply QxR; then QxQ#. why f6 is a great defensive position for a
Black knight.
(c) White can play Qf1, moving the queen out
of the rook’s way but keeping it near enough But White has a way to deal with this. It is
to the king to provide protection. But now suggested by the position of his other bishop
comes the pinning pattern we saw in the pre- on e5. If a nettlesome piece has a bishop
vious position. Black plays Qxf2+, taking the aimed at it and the king is on the same di-
pawn in front of the king’s only guard and agonal, the position cries out for a pin. Be
forcing the queen to recapture and become methodical in asking what prevents the pin
pinned; after White plays QxQ, Black has from existing now. The answer, of course, is
Re1#. the pawn on g7. In effect there are too many
pieces on the pinning line. Earlier we studied
White’s best reply to Re8 was none of those ways of overcoming this type of obstacle:
moves; it was Qe3. This still results in losses, take the pawn, causing a recapture that conso-
but it avoids the larger catastrophes that fol- lidates the enemy’s position. Thus White
low from the other moves. Play might go 1. plays Rxg7. If Black replies with KxR, now
…Re8; 2. Qe3, QxR; 3. NxQ, BxQ; 4. f2xB, the knight on f6 is pinned. All the squares it
and Black has won the exchange. Or Black protected—g4, h5, and h7—are now vulnera-
might reply to Qe3 by moving his own queen ble, so White starts by putting his queen on
over to b4. (Still another possibility is for the first of them: Qg4+. Since it’s a check, the
White to reply to Re8 with Ne2. This blocks response Kh8 is forced (if Black moves his
the e-file but leaves the rook on d5 loose and king to h6 instead, White mates with Qg5).
lets it be taken next move; it also leaves Now White moves the queen to h5, again
White with a bad position.) loose because the knight is pinned. Mate fol-
lows no matter what Black does; he has a
Dg617: Both of White’s bishops are trained number of checks he can give to stall for time,
on the Black king’s position; so is White's but none of them pan out. Eventually White
rook on g3. His queen isn’t quite there yet, will either play Qxh7# or (if Black moves his
but it easily enough could be moved into posi- king to g8) BxN, then Qxh7#, or some other
tion to attack with support from one of those accumulation of force against the king’s cor-
other pieces. A natural idea would be to move ner.
The important lesson is to observe the defen- ing possibility if White can get his rook on e1
sive function a knight positioned like Black’s down to e8.
can serve, and to see how pinning it can radi-
cally reduce the security of his king by open-
ing up key squares for hostile occupation.

It is impossible with a handful of examples to


suggest all the different ways that a pin can be
used to enable a mating attack, but from these
studies you can take away a few frequently
useful ideas. Once a piece or pawn is pinned,
any squares it formerly guarded become more
vulnerable and often loose. It helps to imagine
placing attackers on those squares to see what
then becomes possible. Pinned pawns and Dg618: White to move
pieces also become incapable of interposing
themselves between an attacker and your Alas, he can't do it because Black’s bishop is
queen. This can be important when trying an in the way. But therein lies a tactical idea:
attack on the back rank, where interpositions Black’s bishop is pinned to a mating square
are a common form of defense; it also may be (e8); if attacked it cannot afford to leave the
useful in attacking along diagonals or other e-file. So White throws a pawn at the bishop
lines, since interpositions there—especially with f2-f3 and takes it a move later.
by pawns stepping forward in front of the
king—often are one way for the enemy to cut The key to the position lies in examining
off an attack by a bishop or other piece. Black’s king and seeing its vulnerability.
From there you reason backwards to ways
4.3.05. you might take advantage and then to ob-
Pins to Mating Squares. stacles that prevent you from doing so; finally
you consider whether the obstacles are them-
Since we are considering mating threats, this selves vulnerable by virtue of their defensive
is a good moment to consider one additional role.
type of pin: a pin of a piece not to its king but
to a mating square. A mating attack frequent- You want to cultivate a constant awareness of
ly depends on whether you can get an attack- the enemy king's status (not to mention the
ing piece onto some square in particular— status of your own): constraints on its move-
e.g., whether you can land your queen next to ment, pieces aligned with it that might be
the enemy king. If one of your opponent's pinned, and any pieces of yours that are
pieces blocks a move like that, it's pinned: the trained on its position. There can be great
game is lost if it moves. The pin may not be power in having two pieces—preferably a
as strong as the usual pin to the king, since a queen plus another—aimed at a square next to
piece pinned to a mating square at least can the king even if they can't both get there.
move legally; if it has a strong threat—a
check of its own to deliver, for example—it Dg619: In the frame to the top, for example,
may be able to get away with leaving its White’s queen and a5 bishop both are aimed
square. It still is important to see pins of this at d8. This is a mating threat. It doesn’t work
kind, because the pieces subject to them often now because Black has a pawn in the way on
are prey to capture and useless as defenders of d6. But see the implication of this: the d6
other pieces. pawn is pinned, since mate results if it moves
off of its file. The pawn therefore is not doing
Dg618: Notice in this first diagram that any defensive work and anything it seems to
Black’s king is trapped on the back rank and protect is vulnerable—here, the knight on c5
has no defenders there. This suggests a mat- and the pawn on e5.
around Black’s king can defend the long di-
agonal. The only piece that can reach it in
principle is the knight on f7, but of course you
see that it is pinned by White’s other bishop
on e6. The obvious obstacle to penetrating the
Black king’s position is the Black pawn on
e5, so play through the sequence that would
be possible if the pawn were gone: 1. Bh8;
and on reflection there would be nothing
Black could do to stop Qg7#. This is the sig-
nificance of Black's inability to defend the
Dg619: White to move diagonal.

White is in position to take the e-pawn with What does this mean? It means the pawn on
Nxe5. (Following through, he asks about the e5 is pinned, since if it moves off the long
consequences of putting the knight there. It diagonal White finishes Black’s king. Rather
will attack Black’s queen. Where will the than obsess over the difficulty of removing
queen go? Remarkably enough, it has no es- the pawn, exploit its immobility by taking
cape; every square to which it can move is something it protects—with RxN.
under attack. White will take it on his next
move.)

The trick to the position comes at the outset:


you can't let the pawn on d6 prevent you from
seeing the pressure White’s queen puts on d8.
The pawn is not (or not just) an obstacle that
ruins the mating idea for White. It is an op-
portunity, because in order to stop the mate
threat the pawn must stay where it is, leaving
its protectorates exposed to capture.

Dg621: Black to move

Dg621: A look at the White king’s position


and the constraints on its movement shows
that it is stuck on the back rank with no de-
fenders there (a rook is a usual defender
against a back rank mate; but White’s rook on
a1 is blocked by his bishop). This means that
if Black could drop a queen or rook onto the
middle of the back rank, he might mate. The
most plausible piece for the purpose would be
Dg620: White to move his queen on d3, so ask what prevents Qd1#.
There are two things: the pawn in the way on
Dg620: Here is a somewhat less usual confi- d2, and the knight on e3 that protects d1. A
guration that depends on a similar principle. “pawn in the way” is a pawn that is pinned,
Where does White have two pieces aimed at a and this also is the key to dealing with the
square next to the enemy king? On the long knight: it is protected by that same pawn, so
diagonal, where he has a queen and bishop Black is free to take it with RxN. If White
(the rook on g2 bears down as well, but for recaptures d2xR, Black plays Qd1#. What
now focus on the other two pieces). The bat- about the other pawn that protects the
tery seems imperfect because the bishop is in
front, but still: notice that none of the pieces
knight—the one on f2? It is pinned as well by plays RxR#, a simple back rank mate. (So
the rook on f8. after Rf4, the queen becomes pinned to mat-
ing squares in two directions.) Since Black
One way to come at this position in the first can’t afford this result, he must submit to
place is with a study of the White king’s lines. RxQ.
You see that the pawn in front of it is pinned,
and so inspect any pieces the f2 pawn is sup-
posed to protect; you find the knight on e3;
you consider taking it with RxN, and ask
about the consequences; you see that d2xR
could result; you observe that this would clear
the way for Qd1#. So both pawns that guard
White’s knight are pinned, which makes it
free for the taking.

The general point is cognitive. It's natural to


see the d2 pawn and e3 knight here and con-
clude that they are insuperable obstacles to Dg623: White to move
mate. And they are. But train your mind to
regard the obstacles not as frustrations but as Dg623: Examine how White’s pieces bear on
opportunities. If they really have such power- the enemy king; consider especially whether
ful defensive roles, this also implies that they any of them are aimed at the same squares.
may not be able to move and so may signify White’s queen and rook are is pointed at a
other vulnerabilities. square adjacent to Black’s king: f7. White
could play Qxf7+ if the bishop on e7 were out
of the way; after the Black king moved to h8,
White could follow with QxN#. What this
means is that the bishop on e7 is pinned to the
mating square f7, and is a ripe target.

How to take advantage? When you have a


pinned target, there are two things to do with
it: capture it by amassing force against it, tak-
ing advantage of the fact that it can't run
away; or go after pieces and squares the
pinned piece is supposed to protect. Try the
Dg622: White to move first route first. Ask how many times the bi-
shop is attacked and defended, and whether
Dg622: White’s knight attacks h7, and you can make the former number bigger than
White’s queen is aimed at that square as well: the latter. At present the bishop is attacked
if Black’s queen were gone White could play once and defended once. White thus adds an
Qxh7#. In this sense Black’s queen is attacker with 1. Bc5. Now Black needs to add
pinned—to a mating square. What do we do a defender, and his only way to do this with-
with a pinned queen? We studied this a little out losing a piece on the spot is with Kf8. But
while ago. One thing to try is a cross-pin, at- now—and this is critical—the Black king has
tacking a queen pinned along a diagonal by moved. When this happens you must consider
adding a rook that attacks it along the file whether any old pins are gone and any new
where it sits. Here that would mean White ones have been created. In this case the king’s
playing Rf4, threatening RxQ. The question move to f8 suddenly causes Black’s bishop to
about such a move is what White’s rook then become pinned again, and this time absolute-
would be able to do if Black’s queen moved ly, by White’s bishop. The observation is cru-
to play QxQ. The answer is obvious: White cial because it means White’s queen now is
free to add yet another attack to the bishop pinned—to Black’s queen. So while Black’s
with Qf6. Black is unable to play BxQ. He knight appears to be defended twice, as a
also is unable to add any more defenders to practical matter it is defended not at all. Both
the bishop. It falls next move to BxB. of its defenders are pinned by the rook on d6.
White is free to play BxN.
Now notice that Black does have another de-
fensive idea: he could reply to White’s 1. Bc5 If Black replies to BxN with c6xB, White
with Bf8. This allows White to play Qxf7+, wins a queen for a rook with 2. RxQ, RxR.
but notice that from its new perch on f8 the But it must be said that if Black were to in-
Black bishop guards g7 and prevents White stead reply BxB and White then played
from mating there next move (after Black Qxf6+, careful play by Black can avoid mate,
moves his king to h8). Yet it doesn’t help. though he nevertheless suffers a material ca-
After 1. Bc5, Bf8; 2. Qxf7+, Kh8, White lamity. This is important to emphasize be-
plays 3. BxB and will mate a move later. If cause before going through with a sacrifice on
Black plays RxB, White has 4. QxN#; if the assumption that an enemy piece is pinned
Black plays 3. ...Re7, White has 4. BxN#! to a “mating square,” you need to make sure it
really is a mating square or that you otherwise
will have enough gains to offset your losses
when the smoke clears. Obviously not every
position where you can land a protected queen
next to the king will yield a mate. Here
Black’s king would be able to retreat to h6.
White then has QxR, which is profit enough
to justify the sequence. Or he can play Qf8+
and continue to try hunting down Black’s
king with checks and captures.

Dg625: White is in trouble, as Black is ahead


Dg624: White to move in material and about ready to play Qxg2# (or
mate on f1 instead). So be counterintuitive
Dg624: Apply the current logic to this posi- and think about offense; examine how
tion. White has two pieces trained on the gen- White’s pieces bear on Black’s king. Both
eral territory of Black’s king: his queen on b2 bishops are trained on the king’s position,
and his rook on d6. Indeed, they both are along with the queen and—don’t overlook
aimed at f6; White almost is able to play this—the rook on f1. In fact the only two
Qxf6+ and then perhaps mate soon after- pieces coordinated against the same square
wards. The obstacles to this are two. Black’s are the rook and a2 bishop.
bishop is in the way on e6, and Black’s knight
on d5 defends the wanted square, f6. The
payoff of seeing these obstacles is not so
much in efforts to actually execute the mating
possibility just sketched; it is in the vulnera-
bility of the knight and bishop that their de-
fensive roles suggest—especially because the
bishop protects the knight. Maybe the knight
can be taken with BxN, since Black dares not
recapture BxB; with the knight then off the
board and the bishop off the sixth rank, White
would be able to play the dreaded Qxf6+. But
first account for all the knight’s defenders. Dg625: White to move
There appears to be another in the pawn on
c6, yet on inspection it, too, turns out to be
That doesn’t mean the other pieces aren’t
doing important work; it just should stimulate
your thinking and cause you to realize that
White is pretty close to being able to play
Bxf7#, with the king unable to flee because
the bishop on h8 cuts off its dark escape
squares. Why does this matter? Because what
prevents Bxf7# is Black’s queen on f2. The
queen is pinned to the mating square.

So: attack it. The one piece White has free for
the purpose—the only piece not participating Dg626: White to move
in the mating threat that makes the idea go—
is his queen. He plays it to g3 with check, A check usually is best for the purpose; hence
which is imperative to keep Black busy and Nf7+—which also forks Black’s queen, and
prevent him from delivering mate. To the ca- so requires Black to capture the knight rather
sual eye Qg3+ may look dangerous for White, than just move the king. Black has three ways
but the danger is illusory. Black can’t play to take it: with either of his rooks or with his
QxQ without losing the game on White’s next bishop. If the bishop thus moves to f7 by
move. Black has no choice but to interpose making the capture, what becomes possible?
his knight on g6 and let his queen be lost a Qxg7#: for notice that White’s queen and g1
move later. rook both are trained on g7; if Black’s bishop
moves out of the way, White mates there. The
It’s easy to miss the win for White here by bishop is pinned to a mating square. (Notice
overlooking the power of the rook on f1 and that the movement of Black’s bishop not only
the mating threat it creates with the bishop on would clear the way from White’s the rook to
a2. The rook looks impotent because it's g7, but also would block the path of Black’s
pinned (by the Black rook on e1), but that pin rook to the defense of that square.) Black has
wouldn't prevent the rook from providing to capture instead with one of his rooks—e.g.,
valuable cover to White's bishop if the bishop Rc7xN. White then has e6xR, and RxB a
were to land on f7. You can only be sure to move later.
see these possibilities by considering how
each of your pieces bears on the enemy In this case the pin of the bishop to a mating
king—and without dismissing possibilities, square only became significant in the course
either, just because they are obstructed. The of working out a capture made possible by
obstructions may turn out to make fine tar- another pin. The coordination of White’s rook
gets; they may be pinned to the squares your and queen against g7 nevertheless serves a
attacking pieces would like to reach. key role; without it the capture cannot occur,
since Black replies to Nf7+ with BxN. As
usual, the key to seeing this is to notice that
White has a queen and rook both aimed at a
Dg626: The usual scanning turns up a pin of square adjacent to the king, and not to over-
Black’s h7 pawn by your rook. A pinned look this because one of the needed lines—the
pawn is an invitation to take something it pro- g file—is blocked both by an enemy piece
tects. This one protects the bishop on g6, and one of your own. That mating threat in
which now is loose. White’s rook is aimed at the background greatly restricts the motion of
it; the impediment to the capture is White’s the pieces lying in the way.
knight on g5. White’s task is clear: vacate his
knight from g5 in a manner violent enough to You could have tackled this position as well
force Black to spend a move replying to it and by seeing White’s potential knight fork Nf7+,
not moving or defending his bishop. and observing that this causes Black either (a)
to lose the exchange by playing RxN (and
suffering the reply e6xR, with more trouble to play KxQ. This looks like a large sacrifice for
come) or (b) to play BxN. But you look for Black, but now it’s his move again, and with
your next check if he does play BxN, and find his pawn on g7 freed from the pin he can play
that QxN is mate. g7xQ—not only avoiding mate but emerging
with a rook (minus a pawn).
4.3.06.
Breaking an Absolute Pin

The best defense against an absolute pin is to


prevent it from arising by keeping an eye on
lines leading away from your king, on the
board in front of you and as it would look
after any checks or captures that might be
played. If you nevertheless have the misfor-
tune to find one of your pieces pinned, there
are two most usual ways by which escape
might be had. One is to take the pinning
piece; if the pin is properly built this will in- Dg628: White to move
volve a sacrifice on your part, but perhaps the
pinned piece can make up for it with a capture Dg628: Black is threatening Qxd4, a safe,
once it is freed. The other method is to attack close check; no response White could make
the pinning piece while giving check at the would avoid trouble. (One possibility would
same time, and then to capture it a move later. be 2. Ke1, Qh4+; 3. g2-g3 (interposing to
Time is of the essence when a pin is in place; block the check), Qe4+ (queen fork of
if you give your opponent a move, your White’s king and rook, taking advantage of
pinned piece often will be lost. Operating the line opened by White’s pawn move)). But
with checks keeps the initiative and postpones it’s White’s turn to move, so he has a chance
the execution. And there are one or two other to forestall disaster. The pin of his knight pre-
methods, as we shall see. vents him from playing NxQ, so he looks for
other offensive options and finds the check
Dg627: In the example on the top, Black’s Nd6—a knight fork of Black’s king and
pawn on g7 is pinned and so can’t take queen. It doesn’t work as a fork because
White’s queen on f6; White is poised to play Black plays BxN; but then the pin has been
Qxg7#. Can the pin be broken? broken and White now is free to play NxQ.
Lesson: sometimes a pin can be broken by
creating a disturbance elsewhere on the board
that requires the piece inflicting the pin to
leave its post. Ask whether the pinning piece
guards any sensitive squares on which you
can make trouble.

Dg629: We'll assume that by now you spot


the pin of Black’s bishop on f7 with no
trouble. What can Black do about it? Kg6 is
helpful because now the bishop can move,
and in the meantime it is guarded as many
Dg627: Black to move times as it is attacked and therefore is safe.
But Black can do better: he can capture the
Easily: it is imposed by a single enemy piece pinning piece. It’s protected, so the piece he
that Black can take with QxR+. White can't uses will be lost; he plays QxR and White
play Qxg7 (with cover from his bishop) be- replies NxQ. But now Black’s bishop has
cause now he's in check. Instead he has to
been freed, so he can play BxQ, winning back and attacking White’s queen to boot. So the
his queen with a rook to show for his trouble. pin of the queen here is not a good idea after
all. (The right move for White is Rd2, defend-
ing the rook and f2.)

Dg629: Black to move

As this position illustrates, sometimes a Dg631: Black to move


pinned piece is restrained by the pin from
doing great damage—here, taking the enemy Dg631: Black’s rook is suffering from the
queen. In that case a big sacrifice to wipe out effects of a pin by White’s queen. One way to
the pin (such as Black's QxR here) may be ruin a pin is by interposing another piece on
justified by the blow the pinned piece will be the same line―preferably with a check that
able to inflict once it is at liberty. holds the initiative. This thought leads Black
to Qg6+ (his only check anyway). Notice that
on top of its other virtues this move also
creates the kernel of a discovery; White will
have to move his king to h1, and Black then
looks for his next check and finds Rf1+, now
possible because the rook has been freed from
the pin. Of course White can take Black’s
rook; aye, the point of Rf1+ is that White
must spend a move playing NxR and thus
allow Black to play QxQ next move. So a
simple check by Black seizes the initiative,
dissolves the pin, and finally enables the pin-
Dg630: White to move ning piece to be taken.

Dg630: White can inflict a classic pin of the


enemy queen with his rook, playing Re1 and
drawing protection from his own queen on c3.
The dangers present in the previous position
are absent here. But you also must concern
yourself with another possibility: your oppo-
nent may be able to give check and attack
your pinning piece at the same time. So White
considers every check Black could give in
reply to 1. Re1, and actually there is just one:
Bxf2+. This is a bishop fork and it would in-
deed be a disaster for White. He wouldn’t Dg632: Black to move
legally be able to take the bishop with his
king, so he would have to move the king Dg632: You see the pin: Black’s rook is stuck
away; and then Black would have a move to on c2; White threatens to take it next move
play BxR, winning a piece, ending the pin, with his bishop. Black’s only hope is a move
that both gives check (and thus requires White Black will take his knight. But which should
to do something other than play BxR) and it be: move the king or interpose?
disrupts the pin. Black has nothing he can use
to attack the pinning piece or force the king to The important thing for White is to not just
move, but another way to dissolve a pin is to think that his knight is about to be taken, but
block it. The idea also comes into view clear- to see it taken in his mind’s eye and imagine
ly enough if you are insistent about inspecting the board as it then would look—and in par-
every check you have to offer—not just with ticular to see that Black’s king and queen
each of your pieces, but with your pawns. would be on the same diagonal. (Or simply
Here Black has this one: f7-f5. It blocks the notice that they already are on the same line
diagonal on which the pin is imposed, and and are about to come closer together.) So
after White defends with Rxf5 the pin on White looks ahead and imagines replying to
Black’s rook is gone. QxN with a pin of the queen via Bd3. The
bishop would need protection, but White
Incidentally, what is Black’s next move? could supply it with his rook on the d-file. So
Again the answer is easy if you have a look at thinking backwards, he considers now playing
every check you would be able to give, for Rd1, interposing the rook to block the check
here there is only one to worry about: now and keeping it where it can supply backup for
that the rook legally can move, Black can play the coming pin. He doesn’t want to move his
Rg2—mate. king to a2, since then it gets checked again
when Black plays QxN.

Well and good, but will the pin work? All the
basic elements would be there, but White
must go farther and ask about Black’s re-
sponse. He doesn’t have to worry about
Black’s queen doing any harm; it will be pa-
ralyzed on c4. But he does have to worry
about whether any other Black pieces would
be able to check his king. Here the answer is
yes: once White’s bishop moves to d3,
Black’s pawn on c3 will be poised to fork
Dg633: White to move White’s king and rook with c3-c2. If the king
moves, the rook gets taken and the pawn
Dg633: The eventual question will be whether promotes, inflicting yet another check.
a pin White can inflict will work, but first let's White’s other option is to get rid of the pawn
take stock of the position. White has a mating with Bxc2—but then the pin of Black's queen
threat in Qa5; it’s a classic case of the queen disappears. So White’s pinning idea doesn’t
and a backup piece trained on a square adja- work after all. (Starting with the interposition
cent to the king. But White has other prob- Bd1 isn’t much better, mind you; Black has
lems of his own to address. One of your jobs c3-c2+, to which White replies Kxc2; then
is to be aware of any unprotected pieces on Black plays QxN+.)
the board—on either side, and at all times. A
moment ago White failed to do that here; he The simple lesson: never fail to ask whether
left his knight unguarded, perhaps thinking it your opponent would be able to disrupt your
was safe because it was not under attack. plans and above all whether he can do it with
Black saw that this left him an opening for a check.
queen fork: there was a square—f1—from
which the queen could both attack the knight Dg634: We would be remiss if we failed to
and give check. So Black played Qf1+ and consider one final possibility for defense: of-
White now has to move his king or interpose fense. Black finds his knight pinned on the e-
his bishop or rook in front of it, after which file. Crisis is at hand, for White has advanced
a pawn from f2 to f3 and threatens to take the avoid being at the wrong end of this pattern?
knight with it on his next move. Black has no By keeping a defending piece or two near
checks that also go after the pinning piece, but your king. A knight on f3 or f6 in front of the
remember a different and broader point of our castled position is helpful for this purpose; so
studies: no matter how thoroughly you may is a queen anywhere in the vicinity, and to
seem to be on the defensive, it pays to look at some extent a fianchettoed bishop (for exam-
the board through fresh eyes and consider ple on g2 or g7). The idea is to avoid situa-
your best offensive move. tions where your king is the only defender of
a bunch of pawns, or for that matter of a
piece; for when that is so, capturing any of
those men requires your king to move to re-
capture, and anytime your opponent can force
you to move your king around you are vul-
nerable.

Any squares protected only by the king like-


wise can be considered weak in another sense:
dropping a queen on one of them with protec-
tion from one of its fellow pieces can create a
mating threat. Whether or not such a threat
Dg634: Black to move can be parried it may serve as the anchor for
pins or forks against other pieces. An insecure
Here a simple scan of the White king’s lines king is the source of a hundred woes other
turns up the kernel of a pin against White’s than the obvious one of checkmate. It would
queen on d4. Black just needs to put an at- be too strong to say that it’s always a good
tacker on the dark-squared diagonal those idea to have a defender or two near your king
pieces share. He does it not with his queen, of (there are few absolutes in chess). It depends
course, but with his bishop, playing it from f8 on the threats your king is likely to face and
to c5. He hasn't dissolved the pin against his on the opportunity costs of keeping pieces
knight, but he has done better: he has declined nearby—in the other words, what else you
to be distracted by it and has created an even might do with them; sometimes you may be
stronger pin of his own. better off using all of your pieces to attack.
The important thing is to understand the value
4.3.07. of having defenders near the king so that you
Strategy and the Absolute Pin. can take it into account when you arrange
your pieces.
With our study of the absolute pin complete,
we can use the tactical ideas just examined to Again, those thoughts are from a defensive
throw light on some principles of strategic perspective. Treating them from an offensive
play—in other words, how to position your standpoint, you now can see some of the ben-
pieces to make it easier to impose pins and efits of prying apart the pawn cover in front of
less likely that you will be victimized by the enemy king, whether by storming your
them. pawns forward to meet his, by exchanging
pieces in ways that draw his pawns forward
An absolute pin requires that the enemy king and pull them off their original files, by piling
and one of its pieces be on the same line with up pressure against the king's position so that
nothing between them. From this you can he will feel obliged to step a pawn forward to
derive several morals. The first is defensive. block it, or even by taking pawns outright
We have seen that even where a pawn lies with a sacrifice. And naturally a king that
between a king and a target, a capture of the does not yet have suitable pawn cover be-
pawn may force the king or target to recapture cause it has not castled calls for special atten-
and then create the kernel of a pin. How to tion, because chances to pin things to it (as
well as to put it at one end of a fork) so easily sequences that force the enemy king to
can arise in that position. This also is why
move early, and thus lose its right to castle, tion—perhaps one to be sacrificed to create
can be so valuable early in the game. Any- the kernel of the pin, another to impose the
thing that exposes the king helps create a suit- pin, and still another to protect the pinning
able climate for pins. piece or to take the target. Occasionally fewer
are needed; sometimes you need more. Mo-
In these studies you also see again the value bile and coordinated pieces are especially
of open lines for your rooks, bishops, and valuable for ganging up to take an enemy
queen. It all comes back to pawns, as they piece that has become pinned. Everything
determine whether lines of all types are open then depends on whether you can get your
or closed. Attend carefully to pawn move- forces into position against the target in a hur-
ments and captures; apart from whatever im- ry. Coordinated pieces also help create mating
mediate consequences they have they also threats, which in turn can cause the pieces that
determine what lanes the long-range pieces on frustrate the threat to become pinned and thus
the board can occupy productively, by impos- vulnerable to capture or unable to defend oth-
ing pins or otherwise. The prospect of a pin er pieces they had protected.
makes pawns in the middle of the board espe-
cially important. Think of the lines on the From these general points you can see partial
board as if they were roads and the squares origins of many hoary maxims of strategy.
near the center as if they were intersections Early in the game, get your pieces out and get
through which pins often run. If the enemy your king castled, and be reluctant to disrupt
controls them, the likelihood of creating an its pawn cover; fight to establish a pawn or
effective line from one of your pieces through two where they control the center of the
one of his pieces and then to the enemy king board; create open lines for your bishops and
is much reduced; also much reduced if the rooks, and get them out from behind your
intersections are impassible is your ability to pawns; keep your pieces mobile and coordi-
rush pieces to the scene of a pin to help cap- nated. Obviously these guidelines serve many
ture or defend the target. good purposes, but among them are the op-
portunities they tend to create for pins and the
Another theme we saw involved the many hindrances they tend to create to pins by your
benefits of a mobile, coordinated army: pieces opponent. It becomes easier to grasp and re-
that can move to lots of squares, and pieces member those maxims once you see how they
aimed at the same squares or at least the same bring about the practical conditions needed
general sector of the board. Most commonly for tactical devices you know how to use.
an effective pin is a multiple-piece opera-
The Relative Pin.

4.4.01. through one enemy piece at another. But bi-


Simple Relative Pins. shops are superb pinning pieces, so when they
attack something, like Black’s knight here,
This chapter so far has concentrated on abso- ask what lies behind the target. The answer is
lute pins—in other words, cases where a piece a rook. And although the rook is protected, it
is pinned to its king. Relative pins arise when is worth more than White’s bishop, so White
you pin one enemy piece to another that isn't has a relative pin: Black’s knight is not quite
the king but merely is more valuable than the paralyzed, but it would hurt him to move it.
target in front of it. These sorts of pins aren't
as reliably devastating as the absolute variety What do you do with a pinned piece? The
because your opponent legally can move the usual: throw a pawn at it if you can. White
pinned piece; it just is costly for him to do so. thus plays b4-b5, and now Black must choose
And they can be harder to see because there is between forfeiting the knight and losing the
no simple method for finding them that is exchange. He probably will move the knight
comparable to scanning the king’s lines. But and suffer BxR, then recapture. In that case
relative pins arise all the time and can be the "pin" admittedly doesn't function in quite
enormously consequential, so it's well worth the way to which we have become accus-
your time to master the patterns involved. Our tomed. The pinned piece moved, which is
searching technique here will involve looking precisely what it couldn’t do in the positions
for enemy pieces on the same lines, and ask- where it was pinned to the king. The result
ing at all times what enemy pieces you attack was that you won the screened piece rather
(or could threaten) and—the key point—what than the pinned piece. The logic of that out-
lies behind them. come is similar to the logic of the skewer,
which we will be studying in a little while. If
the rook on a8 were unprotected, Black would
have to let his knight go and the result would
be a more classic relative pin.

Dg635: White to move

Dg635: In the frame to the top, start with one


of those simple questions: what do you, play-
ing the White pieces, currently attack? An- Dg636: White to move
swer: you attack the pawns on b6 and e5 with
your knight, and the knight on c6 with your Dg636: One of our current motifs involves
bishop. We aren’t concerned at the moment asking what you now attack and playing with
with attacks you can make with your knight, the answer. In this case the answer mostly is
because knights can’t pin anything; they jump just the knight on e4; you pressure it with
rather than slide, so they can’t be aimed your rook. But the knight has protection and
there is nothing on the other side of it. So now cent to his rook on the c-file. As soon as you
move to the second part of our searching see this, worry about whether White can run
technique: ask what you can threaten with one of his pieces through both of yours. He
your next move, and what would lie on the can indeed, with Rc6. Then if Black moves
other side of it. Or look for enemy pieces on his bishop, White plays RxR; notice that
the same line. Either way you should see that Black’s rook is loose. Yet if Black moves his
by playing 1. Bf5 White attacks Black’s rook, White plays RxB. And if Black moves
knight and that Black’s queen is on the other neither piece, White still plays RxB, with the
side of it. The queen protects the knight, but knight providing cover for the rook. So
then the knight also is attacked already by White’s pawn cannot safely be taken after all.
White’s rook. So after 1. Bf5 it is attacked (Black’s best move probably is Bd4, moving
twice and defended once, and it can’t move. his bishop out of danger.)
What further protection can Black add to the
knight? Nothing. There is Re8, but it results
in QxR#; or Black could move his other rook
to b4, but this loses the exchange to NxR. The
e4 knight therefore falls on White’s next
move. The relative pin here functions like an
absolute pin.

A large percentage of relative pins occur, as


this one does, along diagonals, so looking for
enemy pieces and pawns on the same diagon-
al is a good habit to cultivate.
Dg638: Black to move

Dg638: The first thing to see in this position


is Black’s mating threat: his queen and knight
both are trained on h2; with the knight also
attacking the White’s king’s only flight
square (f2), Black almost can play Qxh2#.
Preventing this is White’s knight on f3, and
Black has no immediate way to get rid of it.
But he does have a rook on a3 aimed at the
knight—through the pawn on c3. The knight
is a sensitive target because of the defensive
Dg637: Black to move work it is doing, so the c3 pawn is relatively
pinned. Another way to see this is to just ask
Dg637: The loudest fact on the board is what Black already attacks. The list is not
White’s passed pawn at c7. It threatens to long. His rook on a3 attacks the pawn on c3,
promote if Black moves his rook, so Black and the c3 pawn has something good on the
looks for ways to rid himself of it. He can’t other side of it: the knight.
take the pawn with his rook because then
White plays NxR. But Black could play Bxc7. Since the c3 pawn is pinned, Black can toy
Then White's NxB is met with RxN. Look with taking what it is supposed to protect: the
good? No, for imagine the board after that pawn on d4. The idea thus is Bxd4+. Now if
first capture you are contemplating and ask White plays c3xd4 (he must address the
not only whether your piece could be retaken check), Black has RxN. Granted, the knight is
but also whether you would have inadvertent- protected, and trading a rook for a knight is
ly created a tactical opening for your oppo- not normally profitable. But you have to see
nent—here, by lining up two of your pieces to the capture in light of the mating threat men-
be pinned: Bxc7 leaves Black’s bishop adja- tioned earlier: with his knight on f3 gone,
White won’t have time to recapture because Here it loses the rook to QxR.) So the pawn
he has to fend off the threat of Qh2#. Black on b5 is not as vulnerable as it looks.
wins a pawn. (1. ...Nf3xBd4 is out of the
question, of course, since it allows that same 4.4.02.
mating move: Qxh2#.) Loosening the Screened Piece.

There is still another way to see all this, natu- A loose piece makes a great target anytime. It
rally: just examine every check and see that therefore makes a fine basis for a relative pin:
besides Qxh2, which doesn’t quite work yet, if you attack two enemy pieces in a line and
Black has Bxd4+. The check is easily the rear piece is loose, it becomes costly for
thwarted with c3xB, but the point is to see your opponent to move the piece in front.
what the board looks like afterwards. The This simple point forms the basis of a com-
sequence opens a line for RxN, which is a mon and valuable pattern. Suppose one of
clean capture for Black because of the fresh your pieces is aimed at an enemy piece; for
mate threat it creates. the sake of the example, assume your rook is
aimed at your opponent’s bishop. On the oth-
er side of the bishop is your opponent’s rook.
Both his bishop and his rook are protected.
This might not look like a pin, or indeed like
anything; your rook simply is aimed at a piece
that it can't afford to take, and behind it is
another piece you can't afford to take. Ah, but
if you somehow can loosen your adversary's
rook, the bishop in front of it suddenly does
become pinned; for behind the bishop now
lies a target that now is vulnerable. Now the
bishop can be attacked with a pawn and may
Dg639: White to move
not be able to afford to run away (or if it does
move, you can take the rook behind it); or
Dg639: Inventory White's threats. He has
perhaps something the bishop used to protect
possible captures to make with his a1 rook,
now is loose, since the bishop no longer is
his g2 bishop, and his c3 knight. One of the
free to leave its square. This is the most inter-
knight’s captures—Nxb5—is particularly
esting and important technique to understand
interesting because on first inspection it looks
involving the creation of relative pins: the art
safe: the pawn currently is attacked twice and
of loosening a screened piece, so that the
defended just once. But again you want to
enemy piece in front of it becomes pinned.
take account not only of how many times an
enemy piece is defended but also of how the
board will look if you take it and whether any
worrisome patterns will then be in place. Here
Nxb5 is safe only in an immediate sense. Pic-
ture it and you should see that it puts White’s
knight and queen on the same file. This could
be trouble, and it is: Black can play his rook
from a8 to b8, and now the knight is para-
lyzed: if it moves, White’s queen is lost.
Since the knight is pinned, the next question
is which side can bring more force to bear on
it. From the start Black attacks it twice and Dg640: White to move
White defends it once; and White has no way
to add any more defenders. (There is Ra5, but Dg640: Let's apply this thinking to the current
you must ask whether such a move is safe. example. What does White now attack? There
are lots of ways that asking this question dur-
ing your games can lead to good ideas. Here
is one: you may find an enemy piece you at-
tack that has another enemy piece behind it.
In this case we find that pattern on the c-file,
where White’s rook bears down on a bishop
and rook, one behind the other. At first it
doesn't look like a pin or anything else useful
for White: the bishop on c7 is guarded by the
rook on c8, which in turn is guarded by the
rook next door. So what?
Dg641: White to move
Well, if you could loosen the c8 rook the bi-
shop would be pinned, because by moving it This last point—the two Black pieces lined up
would expose the rook in the rear to uncom- with White’s rook aimed through them—
pensated capture; and if the bishop were suggests a pin. Well, but it might seem that
pinned in this way your pawn on b5 would the bishop isn't yet pinned, since if it moves
assume a new significance as an attacker. So the knight on b8 is protected against capture.
think about loosening the rook on c8. White Then again, the knight already is attacked by
has nothing he can use to capture it and force White’s bishop, too; so if the Black bishop on
Black to replace it, but there are other ways to b5 moves, the knight on b8 finds itself pro-
loosen a piece: one can pry away its defender, tected once but attacked twice. So the b5 bi-
perhaps by distracting it—i.e., by attacking shop is pinned.
something else the defender protects. Here
that means getting the d8 rook off the back But taking advantage of the pin is another
rank by going after the other piece it guards— matter. Imagine an attack against the bishop
the bishop on d7, which White can take with with the pawn push c3-c4. Black has a great
NxB. Black replies RxN. Now White has suc- reply: e7-e5, blocking the White bishop’s path
ceeded in splitting Black’s rooks, depriving to b8 and threatening to take it next move if
them of the protection they offered to each White plays c4xB. So the pin doesn't quite
other. Since the rook on c8 is loose, Black work, because it depends on multiple lines of
can’t move his bishop without suffering RxR attack against b8—and one of those lines can
uncompensated. In other words, the bishop is be disrupted.
pinned.
Yet White can fix the problem easily by re-
What to do with a pinned bishop? Idea one is versing his order of operations: first he ex-
to throw a pawn at it, as with b5-b6. But as hausts the threat against Black’s knight with
usual you consider whether the square where BxN. Black recaptures RxB. Now see how
you propose to move your attacking piece is things are different: Black's bishop on b5
safe. It isn’t: Black would be able to take the blocks an attack against a loose piece; in other
pawn with his knight. Yet this, too, can be words, White has a good old fashioned rela-
corrected with an exchange. White takes out tive pin in place. The pawn push that didn't
the knight with BxN, and after the forced re- work a minute ago—c3-c4—now works fine.
capture e6xB the board is ready for White to Black can’t help losing a piece. (It would be
play b5-b6. The bishop comes off next move. different if the pinned piece were a dark
squared bishop, because then it could leave
Dg641: There are a couple of good ways for the b-file and perhaps still protect the rook;
White to play this position. Start here: what but it isn’t.)
does White currently threaten? His bishop
attacks Black’s knight, and his rook attacks There is, as mentioned before, another direc-
Black’s bishop—behind which is the knight. tion for White to take here, and it works even
better. Begin by noticing how close White is
to delivering mate. Look at his checks and might be to capture or drive away the rook on
you find Ra1. You see that b4 won't work as a a8, but White has no way to achieve this.
flight square for Black's king; it would have There is another way to loosen the queen,
to move to b3. So White can begin by playing though: rather than driving its guard away
Nd2, which doesn't look very menacing at from it, drive it away from its guard. Of
first but actually is quite scary for Black; the course you need to keep Black’s queen on the
knight now seals off b3, so Black faces mate c-file to preserve the pin you are trying to
on the next move. He can reply by moving his create, but if it could be drawn forward to c7,
bishop to d3, which gives his king a new it would be loose and the pin would work
flight square (b5) and also makes a threat fine. One way to attract a piece onto the
against White's rook. But now White executes square you want it is to put one of your own
his threats against b8: RxN; and then when pieces there in a way that invites or requires
Black recaptures RxR, White has BxR. its capture. The resource White can use for
the purpose is his knight, via Nc7. Examine
This last sequence shows that there's more what threat the move would make and see that
than one way to take advantage of a piece that it forks Black’s rooks (as a color scan would
is subject to a relative pin. You may be able to have showed you anyway: the knight is on a
attack it with a pawn (perhaps with a bit of light square, and so are both Black rooks). So
preparation first); or, as in the second scenario Black might play QxN to avoid losing the
just described, you may be able to make a exchange. Yet then he loses it anyway be-
threat that requires the relatively pinned piece cause now White can play QxR: if the pawn
to leave its square and sacrifice whatever lies on c6 moves, White plays RxQ without wor-
behind it. rying about a recapture.

In this case there already was a relative pin in


place at the start, but it was weak. Since
Black's queen had protection, and since White
could only take advantage of the pin by
throwing away his own queen, there was
nothing to be made of it. Loosening Black's
queen changed the profit structure of the pin,
as it were, and made it much more powerful.

We have talked about three different ways of


loosening a piece in the rear to create or im-
Dg642: White to move prove a pin in front of it: capturing the rear
piece and allowing a recapture by a piece that
Dg642: On examination of what White at- then is loose; going after the defender of the
tacks you see his rook on the c-file aimed rear piece by taking something else it protects
through the pawn on c6 and the queen behind (attacking the defender directly is a possibility
it. The pawn is pinned—relatively—since it as well, of course); and drawing the piece
can't move without exposing the queen. The away from its protector by putting a threaten-
greatest value of pinning a pawn lies in your ing piece en prise to it and attracting it for-
power to take something it protects. Here the ward on the line of the pin. Be mindful of all
pinned pawn protects the rook on b5, but the these techniques. They are useful methods for
only piece White can use to take the rook is creating loose enemy pieces in many circums-
his own queen. Thus after the sequence 1. tances, as we have seen elsewhere; and loose
QxR, c6xQ; 2. RxQ, RxR, White hasn’t pieces are your fondest sight as a tactician.
gained any material. They make a fine basis for a fork, a discovery,
or a pin.
It would all be different, though, if Black’s
queen were loose. The first thought thus
to Black’s queen. The other is less obvious.
Notice that White’s queen attacks Black’s
knight on f5, and that behind this knight is
another one on f6. If that rear knight on f6
were loose, the knight in front of it obviously
would be pinned. But the knight in front
equally is pinned if moving it would cause the
piece behind it to be overmatched. The rear
knight currently is attacked twice and de-
fended twice. If Black moves away the knight
on f5, the knight on f6 suddenly is attacked
Dg643: White to move three times, since an attack by the queen has
been added. White will take it immediately.
Dg643: Here's a different application of our So the knight on f5 is pinned, too.
current logic. White already seems to have the
makings of a pin of Black’s bishop, but it’s White can use everyone's favorite way of ex-
not quite there because the piece behind the ploiting a pinned piece; he can attack it with a
bishop—Black’s d8 rook—is protected by pawn: g2-g4. If it moves, the knight behind it
Black’s other rook on a8. Thus Black's bishop is lost as just discussed. If Black instead plays
can move without worry. How can White im- h5xg4, White imagines how he might recap-
prove on this? It would be nice if he could ture and with what consequences. He could
loosen the Black rook on d8, but he can’t. play Ne5xg4, and now the knight on f6 would
What he can do, however, is play his own be attacked for a third time even without mov-
rook on h4 to d4. This has the same conse- ing the knight in front of it. Again White
quence as loosening the rook on d8, because takes the f6 knight next move. (Remember
now that rook has two pieces aimed at it and that it’s pinned to its queen and so cannot
still is protected just once. This means the move.)
bishop no longer can move freely; White
takes it next move with RxB. Here we see an Examine this one until it sinks in. Once more
alternative to loosening a piece in order to the point is to see how a piece can be relative-
create a pin in front of it; instead you can ly pinned if moving it would cause the piece
amass enough force to make the piece in the behind it to be loose—or attacked more times
rear overmatched if the piece in front of it than it is defended.
moves.
4.4.03.
Other Issues That Arise in Creating Relative
Pins.

We turn now to a few mechanical issues that


can arise in building relative pins. Most of
these involve familiar ideas; only the settings
are new.

Dg645: The point to notice here is that Black


has his bishop and rook arrayed on the same
diagonal. White can reach the same line with
Dg644: White to move
the c1 bishop. For the idea to work, Black’s
bishop needs to be replaced with something
Dg644: Unpack the cluster of pieces in front
White’s bishop can attack without fear, so
of Black’s king. Actually there are two pins
White performs an exchange: 1. RxB, NxR.
here. One is obvious if you look methodically
Now Bg5 pins the knight that has moved to
at what White currently attacks with his slid-
ing pieces: his bishop on g5 pins the f6 knight
f6; if the knight moves again, Black’s loose by Black. If there were some simple capture
rook on d8 is lost. White’s c3 knight could make that would call
for a recapture by Black elsewhere on the
board, the solution would be simple: play that
exchange, then go after Black’s newly-pinned
knight with the pawn thrust b2-b4. The diffi-
culty is that White’s knight has no such ob-
vious harm to inflict. An opportunity must be
created for it.

You might think through the situation back-


wards in the following way. The most plausi-
ble square White’s knight can reach with the
potential to make a threat is e4; on that post it
Dg645: White to move is safe and could threaten f6, and also would
add an attacker against the c5 knight that is
Black has no way to add protection to the the target of these operations. The problem
knight (if he plays his rook to d6 it gets tak- with the threat to f6 is that Black has a knight
en), so White gains the piece a move later. there that can strike back against the knight
White is thinking about using for this opera-
You also could have seen this idea by consi- tion. So maybe White can force a replacement
dering any captures you can make. White on- of Black’s f6 knight by capturing it: BxN, met
ly has one—RxB—so analysis is simple. The with BxB. Yes, that leaves a loose piece on
important thing to see is not just that Black f6; so now if White moves his c3 knight to e4,
replies NxR but that this puts a knight and he has a threat against the bishop on f6 that
rook on a dark-squared diagonal, poised to be requires a response from Black. If Black’s
pinned by White’s dark-squared bishop. response is Bd8, protecting his queen, you
play NxN, taking his knight, which now is
attacked twice and protected only once. If
Black instead replies to Ne4 by moving his
bishop to e7, the knight is defended twice—
but now it is pinned, because the queen be-
hind it remains loose, so White can throw the
pawn at it with b2-b4 and win the knight with
b4xN a move later.

To summarize, White plays 1. BxN, BxB


(performing an exchange on f6 to leave be-
hind a loose Black piece that White can attack
Dg646: White to move with his knight); 2. Ne4 (attacking Black’s
loose piece, clearing his knight off of the c-
Dg646: Here is another more advanced appli- file, and leaving behind a pin on Black’s c5
cation of our current principles. The germ of knight while also making a second attack on
the idea is on the c-file; when you see pieces it). Now White has threats against enough
lined up like this, thoughts of a pin should not enemy targets that he will win a piece no mat-
be far behind. You see that Black’s queen is ter what Black does.
loose and lies behind his knight. White’s
queen on c2 is aimed through both of them, Dg647: Another tricky one. Start by looking
though White’s knight is in the way on c3. at and through everything White attacks so
that you see what lies behind any possible
The point: you would have a pin if your own targets. You notice that his rook on e1 attacks
knight could be cleared out of the way in a Black’s bishop, and that behind it is Black’s
fashion that required a time-consuming reply
queen. The bishop is pinned. One useful thing queen away from e7, White wins the ex-
to do to a pinned piece is take something it change nevertheless by playing NxR.
guards.
The key to the position is to imagine threats
and their consequences. Don’t dismiss Nc6
because Black’s queen then moves. Note
where it will move, and what you might do
next. Putting one of your pieces on the square
where you want an enemy piece to come is a
useful technique we have seen before and will
see again. It is known as a decoy.

4.4.04.
Ganging Up on the Relatively Pinned Piece.

Dg647: White to move Once you have found or created a relative pin,
the process of exploiting it usually resembles
Here the pinned bishop protects the rook on the process of exploiting a piece pinned to its
d5. White can’t take the rook with his queen king. The visual appearance is a little differ-
because his own knight is in the way. The ent, however, and in any event a few positions
challenge again is to find a violent way to to reinforce the basic ideas can’t hurt.
vacate the knight, this time to give Black no
chance to avoid the coming capture of his Dg 648: In the example to the top, White is
rook. Yet White also mustn't disrupt the piec- thinking about using his bishop to inflict a
es in the pin. common pin on Black’s knight with Bg5. Is it
worth the bother? Ask what attacking and
So examine the knight’s circle of possible defending forces each side would be able to
moves, and consider Nc6. It has the needed summon to the knight’s position. Black could
forcing quality, because it threatens Black’s try Kg7, defending the knight; White then has
queen and also threatens a knight fork (always with Qh4, adding a second attacker (or Qc3,
the question when you are moving your making the pin absolute).
knight around) at e7, where the piece would
attack Black’s king and rook. If Black wants
to avoid that result he has to move the queen
where it still can guard the forking square, e7.
So he might play it to d7 or g5. Either way,
what does White do? Remember the objec-
tive: we want the same position as at the start,
but with White’s knight out of the way; but
now Black’s queen has moved and so has
unpinned the bishop. White therefore restores
the original position by going ahead and play-
ing the fork Ne7+, planting a piece on the
square where he wants Black’s queen to re- Dg 648: White to move
turn. If Black does capture the knight with his
queen, White’s mission is accomplished: Now Black is out of resources; he has nothing
Black’s bishop is pinned to his queen again, else he can use to defend the knight, whereas
and now White’s queen has a clean line on White’s movement of his queen has cleared
which to play QxR, winning the exchange the way for another attacker: Rf1. White can
after Black plays BxQ and White replies aim more pieces at the pinned target than
RxQ. If Black doesn’t bite and keeps his Black can rally in reply, so eventually the
Black knight will be lost. The pin is well
worth playing for White.

As with most of these positions, of course,


you should not imagine that all these moves
actually would get played. Assuming he antic-
ipates where this sequence is going as well as
you do, your opponent has better things to do
than swarm reinforcements behind a piece
that is a goner.

Dg650: White to move

Dg650: A more demanding position. Look at


what White attacks and you see that he has a
relative pin in place: his bishop on d4 pins
Black’s bishop to Black’s queen. Before
White starts amassing attackers against the
pinned piece, he should improve it; a pin of a
bishop by a bishop is nothing much, since
Black can just play BxB. It gets much better if
White plays RxB, inviting RxR, for then
Dg649: White to move White has given away the exchange but has a
real pin of Black’s rook and can get to work
Dg649: Does White have a pin in place here? ganging up on it.
Almost, but not quite. Consider each of his
pieces and you can see that his queen seems The rook would start out attacked once (by
to pin Black’s rook to Black’s queen, but that White’s bishop) and protected once (by
the Black queen has protection; so if the Black’s queen). The attackers need to out-
Black rook moves, the most White can do is number the defenders for the piece to fall.
exchange queens. The position would be quite White starts with Rc2 and Black replies Rc8,
different if Black’s queen were loose, and this again a common rallying of the rooks on ei-
White can achieve by going after its guard. ther side to the scene of the pin. Can White
White takes it with BxN; after Black recap- bring one more piece to bear? Perhaps his
tures with b7xN, the exchange has left the queen; but how? Consider Qb5. This looks
queen without a defender—and the rook on dangerous because Black remains able to play
d2 pinned, since if it moves White now plays RxQ, causing an exchange of queens to fol-
QxQ for free. low. The point to notice, however, is that by
moving his other rook over to c8 Black has
All right; the next step is to ask how much caused the rook on c5 to be caught in a cross-
force each side can bring to the scene of the pin: if he moves it to the b-file (as by playing
paralyzed piece, which currently is attacked RxQ), White plays RxRc8+—and the priority
once and defended once (by a queen on each of check means Black now will have to waste
side). White plays Rd1, and Black plays Ra8- a move evacuating his king from the back
d8—a standard summoning of rooks by both rank. Then White takes Black’s queen with
players. Does White have any other pieces he his bishop.
can use to attack the d2 square? Yes: Bc1.
Black is out of defensive pieces, so the rook The more likely sequence after 1. RxB, RxR;
goes to White. 2. Rc2, Rc8; 3. Qb5 is 3. …RxRc2; 4. BxQ,
Rxa2—and now Black attacks the White bi-
shop on a7 with his rook, and also threatens
Rc1+ (with his other rook), which would re-
quire White to interpose with Qf1 and thus rook is loose, the pawn in front of it is pinned;
lose his queen for a rook next move. (So no- and since the pawn is pinned, the piece it is
tice the work done by Black’s Rxa2: aside supposed to protect is loose as well. Thus the
from picking up a pawn, it also prepares target of operations is Black’s knight on b5,
Black to control both of the first two ranks which White takes with NxN.
with his rooks if he can play Rc1.) White can
all avoid this, though, by replying to Black's
Rxa2 with Bc5, taking his bishop out of dan-
ger (since it's then protected by its queen,
which is still on b5) and using the bishop to
block Rc1.

Yes, there's a lot to keep straight here. To


understand the dymanics of the position at the
end you have to keep straight a lot of differ-
ences between the board in front of you and
the board as it then will look. Going over the
flow of the position a few times is a worth- Dg652: White to move
while exercise in visualization.
Dg652: This position will not be difficult if
4.4.05. you remember to scan in all directions, in-
Taking the Protectorate of the Relatively cluding side to side. For then you see White’s
Pinned Piece. rook aimed through a Black pawn to Black’s
queen on the fifth rank, which means the
Just as was true when we looked at absolute pawn on e5 is the subject of a relative pin.
pins, relative pins can be exploited in two The next thought should be automatic: what
general ways: by capturing the paralyzed does the pawn purportedly defend? The
piece through an accumulation of force knight on d4. So White plays QxN and wins a
against it, or by taking something the para- piece.
lyzed piece is supposed to protect. We turn
now to the latter theme, and in particular the Dg653: As usual, before you make any moves
use of relative pins against pawns (a pattern you want to be mindful of what you attack—
not yet considered) to enable their protecto- what enemy pieces or pawns are targeted by
rates to be taken. yours, and with what significance. Here
White’s bishop and knight both attack the
Black pawn on c5. The knight also attacks the
pawn on b4.

Dg651: White to move

Dg651: On the diagram, follow the lines of


attack out from each of your pieces and you Dg653: White to move
see that the White rook attacks a pawn and a
rook behind it on the c-file. Since the Black
The attack by the bishop is of greater imme- play 3. Kd3 and then meet b3-b2 with 4. Kc2.
diate interest because the bishop can impose The pawn on b2 then is stuck; so long as it
pins. We therefore look not only at what it stays on b2 it is protected by Black’s bishop,
attacks but at what lies behind what it attacks, but if it moves to b1 it gets taken. White puts
and here we see that behind the c5 pawn is a the pawn out of its misery with 5. Rb5 and 6.
bishop—and it’s loose. So if the c5 pawn Rxb2, a safe capture since the rook takes pro-
moves, White takes the bishop; in other tection from its king. White ends up with an
words, the pawn is pinned. When you find a extra pawn and a won endgame. There are
pinned pawn, look to what it is supposed to other routes to the same outcome as well. The
protect that may now be easy prey. In this important point is to double-check the options
case the pawn protects another pawn—the your opponent will have when the smoke
one on b4. White takes it with his knight, clears.
winning a pawn.
4.4.06.
Taking the Protectorate: More Involved Cas-
es.

To repeat our current theme: When you see a


pin of any sort, consider two ways of exploit-
ing it: by attacking the pinned piece or by
going after whatever it protects. In this case,
for example, you see the pieces lined up on
the b-file and realize that White has a relative
pin on Black’s bishop. The pin creates a pair
of potentially vulnerable targets for White to
Dg654: White to move consider: the bishop (because it is paralyzed)
and the rook on c3 (because it is left loose by
Dg654: Don't be confused by the compression the pin). There are, in turn, two general ways
of the pieces. Just approach them methodical- to attack a loose target: by piling up more
ly, asking standard questions and tracing attackers against it than your opponent can
through their answers. What does White at- counter with defenders (but it's hard to win a
tack? His rook on e4 attacks the bishop on e5, piece this way unless it's paralyzed); or by
but the bishop is protected and there is noth- making it the subject of a fork. The idea be-
ing behind it. The rook on b5 attacks the hind the fork is that you throw an attacker at
pawn on c5, which also is protected—but this the target and at the enemy king simulta-
time there is something behind it: a rook, and neously. Your opponent then has no time to
it's a loose one. So the pawn on c5 is pinned. add a defender to the target to offset your at-
One thought is to try to take it, but the more tack, as he is too busy moving the other
fruitful inquiry when you see a pinned pawn piece—hopefully his king.
is to ask what it protects. Here it protects the
pawn on b4, so White takes it for free with his Dg655: In this case the workable target is the
other rook. Black rook, and the preferred method of tak-
ing it is a fork. Your queen is available, so
For the sake of completeness, you would not your first thought is to find a square from
want to play this until you made sure you which it can attack the rook and Black's king
were not setting yourself up for trouble from at the same time. If no such square yet exists,
the passed pawn that Black ends up with on maybe you can make one by playing with
the b-file: after play goes 1. Re4xb4, c5xb4; checks that force Black to move his king and
2. RxR, b4-b3, Black has a pawn steaming allow you to move your queen around, too.
toward promotion and White has no imme- Thus you consider Qe8+; this forces Kg7.
diate way to take it. But he has other ways to Now you follow up with the fork Qe5+ and
deal with the problem. For example, he can take the rook next move.
Dg655: White to move Dg656: White to move

The natural result you might visualize after It’s not just the queen bearing down on the
you take the rook is Black's reply BxQ, after Black pieces and pawn that is of interest; it’s
which you play RxQ and have won the ex- also the bishop attacking the knight on d7.
change. But actually Black can do a little bet- Taken together these resources suggest possi-
ter; after White’s QxR, Black plays Qxg2+, bilities for play on that file; and one way to
picking up a pawn. (Black's queen was going play on a file is to pin something in the front
to be lost anyway, so he might as well try to to something in the rear.
take something with it.) White responds KxQ,
and then Black still has BxQ. The sequence So experiment with exchanges you can force.
nevertheless remains worthwhile for White, White can initiate 1. BxN, RxB. Now White
as a rook is much more valuable in the end- pins Black’s pawn on d6 to the rook behind it.
game than a bishop that can only patrol This is a classic case where a preliminary ex-
squares of one color. change by White creates a loose piece, draw-
ing the rook forward and away from its
This position has more to do with building a guard—and thus also creating a pinned pawn
queen fork than with pins; but what makes it in front of it. And the pin of the pawn
go is the observation in the first place that means...? It means the bishop on c5 can be
Black has a loose rook worth forking—and taken with White's rook.
this because his bishop is laboring under a
relative pin. The position thus is a good ex- A comparable way to see the idea is to note
ample of how a pin and fork can work togeth- the lineup of Black material on the d-file and
er. It also shows yet again the value of having ask whether White’s queen has a pin because
a look at any checks you can give. Even if of it. The answer is no; but why? Because the
you overlooked all other patterns at the start knight behind the d-pawn is protected. One
of this position, looking for checks and find- way to loosen such a piece is to take it and
ing Qe8 (and then the next check—the queen cause it to be replaced by a piece that then is
fork Qe5) would have led you in the same loose; White uses that method here with BxN.
direction.
Dg657: Ask what White attacks. There are
Dg656: There is nothing new here except the three answers: his rook on g1 attacks the
use of the pin. First figure out where the of- knight on g4; his bishop on d3 attacks the
fensive action is for White. You might try bishop on g6; and his queen on h3 attacks the
looking piece by piece. His rook attacks pawn on h5. All three possibilities are useful
Black’s bishop; his bishop attacks Black’s and important. The first thing to see about
knight; and his queen attacks the pawn on them is that White has the makings of a pin
d6—which has two Black pieces behind it. on the h-file, as his queen bears down on
When you see a line arranged like the d-file Black's pawn and then also a piece behind it.
here, take notice and consider pinning possi-
bilities.
Dg657: White to move Dg658: Black to move

This is of particular interest because the h5 Not quite: if Black plays f7-f6, the knight
pawn is all that guards the Black knight that simply moves. And Black can’t take the
your rook would otherwise be able to take. knight with his h8 bishop because the knight
What prevents the pin from succeeding is the has one other guard in the pawn on f4. What
protection the rook takes from the Black king; is to be done? Since Black has the prospect of
White's threat to take the rook with his queen winning a whole piece, he can afford to make
isn't scary so long as the rook is guarded. The a sacrifice to get rid of the f4 pawn. He simp-
challenge is clear: interrupt that protection. ly takes it with Nxf4. After White recaptures
We know a few ways to do this. One is to RxN, White’s knight has no guard other than
distract the guard by taking something else it the pinned d4 pawn, which is to say it is
protects. In this case the king also guards the loose. Black plays BxN and wins a pawn with
bishop on g6. So White plays 1. BxB, KxB; the sequence.
this leaves the rook loose and thus causes the
pawn on h5 to be pinned. Now White can The structure of the position is simple: a piece
play RxN+. If Black recaptures with h5xR, that White seems to protect with two pawns
White takes Black’s rook with his queen and actually is protected by just one. So if Black
still has won a piece. takes the pawn, allows a recapture, and then
takes the piece the pawn was supposed to pro-
As you can see, the idea of loosening a tect, he ends up ahead a pawn.
screened piece to create a pin of whatever lies
in front of it has great practical importance.
Whenever you see enemy men lined up in
front of one of your attackers, consider
whether loosening one of the rear ones—by
any of the means we have considered here—
would leave the one in the foreground pinned
and useless as a defender.

Dg658: A pawn in the middle of the board


with opposed rooks on either side of it, like
White’s pawn here on d4, is a natural candi-
date for a pin; what makes the pin work for Dg659: White to move
Black, of course, is that White’s rook on d1 is
loose. This amounts to an offensive opportu- Dg659: White’s rook aims down the d-file,
nity: the d4 pawn is defensively inert, so where Black has a pawn and then a queen
Black should search for ways to seize what- behind it. The pawn almost is pinned, leaving
ever it is meant to protect. It is meant to pro- the knight on e5 loose; the only obstacle to
tect White’s knight on e5, so study the knight the pin is that White’s own knight is in the
and ask whether it can be taken. way. Toy with vacating it violently so your
opponent will have to spend a move on his
response. The simplest way to move a piece loosened or replaced with a loose piece? Of
violently is with a capture, so White looks for course; that is the significance of White’s
things his knight can take and plays Nxb6. bishop on h3. White plays BxN, and when
Indeed, this not only is simplest but also is Black replies RxB he now has a loose rook on
most profitable: if Black decides now to move d7 behind his d6 pawn. The pawn would be
his queen and avoid the pin, White at least has pinned if White’s own pawn were out of the
used the threat of the pin to win himself way, so now it's time for d4xe5. Black recap-
something—a pawn. If Black instead opts to tures f6xe5. White has created a classic rela-
recapture with c7xN, the pawn on d6 is tive pin on Black’s pawn at d6, so he takes
pinned and White can play QxN+. If Black what it is supposed to protect: Nxe5, winning
then recaptures with d6xQ, White plays RxQ, a pawn and improving his knight's position.
winning back his queen and again netting a
pawn with the sequence. Do not turn up your Notice how this position combines the ideas
nose at the gain of a pawn. But the larger les- in this section: accounting for all of the at-
son to take away from the position is the look tacks White can make, and seeing how they
of the d-file, the pinning possibility it con- might be coordinated; identifying a latent
tains, and the implications of the pin for the pinning possibility on a file where White di-
knight on e5. It would be easy to miss this in rects force, even though the possibility is ob-
game conditions. scured because White’s own pawn is in the
way and Black’s screened piece is guarded;
Dg660: Put together the lessons of the last methodical loosening of the piece on the
few positions and you have this one. Ask screened square with an exchange; and then
what White attacks. His bishop on h3 attacks violent evacuation of the file by White’s pawn
Black’s knight on d7. His rook on d1 attacks that had been in the way. All this to win a
nothing as such, but is aimed down the d-file pawn.
where Black has a pawn, a knight, and a rook.
Incidentally, if you’re alert you might wonder
whether Black can escape trouble by replying
to White’s initial BxN with e5xd4, taking a
pawn and making a counterthreat against the
knight on c3. After this move it looks like
Black will be able to take either White’s
knight or his bishop next move, and without
stepping into a pin in the process. But White
has a clever answer: Bxc6, winning back the
pawn and creating a fresh threat "perhaps a
counter-counter-threat" against Black's bishop
on b7. Now Black has to play BxB (or else
Dg660: White to move suffer it himself), after which White has
Nxd4. In this variation White thus wins a
White’s power directed at the d-file suggests pawn, just as he does with the primary se-
that he consider play there and keep pinning quence considered above.
possibilities in mind. What stands in the way
of a good pin? White would need to clear his 4.4.07.
own pawn on d4 out of the way, but that can Breaking a Relative Pin: Moving the
be done easily enough with a capture (d4xe5). Screened Piece.
The other problem is that behind what Black
has in front on the file (his pawn at d6), he Breaking out of a relative pin is easier than
has a piece that is protected. As we know, a breaking out from an absolute pin, of course,
routine motif in creating a relative pin in- because there are many more options. The
volves loosening one enemy piece that lies pinned piece legally can move, and some-
behind another. Can Black’s knight on d7 be times the benefits of doing so may be great
enough to offset the loss of the piece exposed to be pinned it also is the only thing prevent-
to capture. And the screened piece, unlike the ing the knight from being captured. One ex-
king, can move more than one square at a ception we will see later is when the screened
time, and so may be able to both end the pin piece—here, the queen—can leave its square
and launch an attack of some sort that leaves with a threat; another exception, and the sav-
no time for the formerly pinned piece to be ing option in this case, arises when the
taken. Here, as when we studied ways of screened piece can move out of the pin while
breaking absolute pins, the lessons are impor- still protecting the pinned piece. Thus after
tant for those occasions when you may find White’s Bb5 Black looks for another square
yourself the victim of such a tactic and need a for his queen from which it can guard the
way out; but it also is important to understand knight; he finds a8 and moves his queen there.
them so you will know when a pin you are The pin is dissolved and the knight still is
contemplating will succeed. We will start protected, so now if White tries to gang up on
with a series of positions where a relative pin the knight with Qa4 Black can simply move it
may (or may not!) be broken by moving the to safety.
screened piece.
Dg662: Black’s knight on e5 is pinned to his
Dg661: In this first example White doesn't rook. This causes Black to ask what offensive
attack anything much. But what can White threats either his pinned or screened piece
attack on his next move, and what patterns do could make by leaving their squares; he
you see in Black’s position? Notice Black’s searches for one that would buy time—just a
knight and queen lined up on the same di- move—that would allow him to take the other
agonal, and realize White can play Bb5, pin- piece out of harm’s way, too. In this case the
ning the knight. Would the move result in any answer is easy if you practice an awareness of
gains? any loose pieces on the board, for then you
are drawn to White’s bishop on c2.

Dg661: White to move


Dg662: Black to move
If you just consider the forces that each side
can bring to bear on the pinned piece, it might It is a simple matter for Black to attack it with
seem promising: White next will be able to his rook via Rc8. Now if Black’s knight gets
play his queen to a4 so that he has two pieces taken, so does White’s bishop. If White
trained on the knight, whereas Black has doesn’t like this, he can move the bishop—
nothing to use in defending it except his but then Black has time to move his knight.
queen. The pin is ruined.

There is, however, another question to ask: That’s the simple answer. There is another
could Black interrupt White’s sequence by more complex possibility here that is worth
moving one of the two pieces out of the pin? noting as well. Suppose Black instead plays
Normally Black wouldn’t dare move his NxN. Does this break the pin? Consider this
queen, because while it is causing the knight
as an exercise; the answer will follow in the Can either piece give check? No. Can either
next paragraph. attack a loose White piece? No. What else is
there? Always be aware of the enemy king: its
Okay, the answer is yes. The risk, of course, constraints and any pressure you are exerting
is that White will reply with BxR; the ques- against it—and especially any pieces current-
tion is what reply you could make to this. You ly attacking any squares adjacent to it, for that
look first for a check and see Qc5, a move is what mate threats are made of. Here
that also has the useful feature of attacking Black’s other rook on b6 bears down on the b-
the loose bishop on c2. This check forces file next to White’s king. A move that adds
White to either move his king back to h1 or another attack against the b1 square—say,
interpose a pawn at d4. If White chooses Kh1, Nc3— would add to the pressure on the king,
Black has NxBb8—and now he has won two because it would put Black in position to play
pieces for his rook. White still has QxN avail- Rb1 with protection. That threat doesn’t quite
able, but then Black still has QxBc2 as well, seem decisive here because White also pro-
and after those captures he still has three tects b1 with his rook now on e1. But an idea
pieces in return for a piece and a rook. It’s comes into view: if Black plays Nc3, he in-
about the same if White instead replies to Qc5 vites White to execute the pin with RxR—
with d3-d4. This time Black has to move his which is fine, because then Black would mate
queen to prevent it from being taken, so he with Rb1. White can decline RxR, of course,
plays QxBc2 now and saves the threat of NxB but he has to do something with his e1 rook
for his next move. Once more Black ends up because it would be under attack. Probably he
with two pieces in return for a rook. would move it to c1, which again suits Black
fine; for now the pin is broken.
But it's enough if you just grasp the basic
principle here: the idea of breaking out of a Notice, then, all that Nc3 does: it’s a discov-
relative pin by making a threat with one of the ered attack, unmasking a threat against
pieces involved in it. White’s rook by the pinned piece while also
launching a fresh threat against the mating
square b1. White can extinguish both threats
with Rc1, but by then Black has escaped
trouble.

4.4.08.
Breaking a Relative Pin: Moving the Pinned
Piece.

We have been considering cases where the


player facing a relative pin tries to break it by
moving the screened piece—in other words,
Dg663: Black to move the piece at the rear of the pin. Now we con-
sider another scenario: the possibility of
Dg663: Do you see the pin that is troubling breaking a pin by moving the relatively
Black? His knight on e2 cannot move without pinned piece and leaving the piece behind it
exposing his rook, which is loose, to capture exposed to capture.
by White. And if it were White’s turn he
would win a piece, as the pinned knight is Dg664: Here Black’s knight on c3 is pinned
attacked twice and protected just once. But to his queen by White's bishop, and the knight
it’s Black’s move, so look for an offensive is attacked three times but defended just once.
option with one of the pieces that is party to Does Black have a defense? He needs to find
the pin; perhaps it can create a sufficient dis- a move with one of the two pieces in the
traction to allow both pieces to escape. pin—his knight or his queen—that makes a
threat; he seeks a threat severe enough to
force White to let the other piece in the pin go pieces in the pin would be able to leave their
free on the next turn. The queen has no such squares with threats—especially checks.
threats, but it often is easier to create them
with a piece like a knight because knights are
more expendable and so can make bold at-
tacks with less fear.

Dg665: White to move

The key observation here is that once White


moves his pawn off of f2, he opens a line to
Dg664: Black to move his king. Now Black would be able to play
Bd4, giving check. White has to move his
So Black examines the knight's circle of king, which not only buys time for Black to
moves in search of one that makes a threat move his pieces; it enables him to play RxR,
great enough to offset the loss of his queen winning a piece. As we see here, an advan-
that he risks if the knight moves. It probably tage of breaking a relative pin by moving the
would need to be a threat against White’s pinned piece in a time-consuming manner is
king or queen. The knight can’t check that sometimes the screened piece then is able
White’s king because they have one square to take the offensive against the piece that had
between them on the same diagonal, a non- been inflicting the pin.
working pattern familiar from our work on
knight forks. But it can attack the queen with
NxN, which also has the virtue of being a
capture. If White recaptures, Black moves his
queen and the pin has been dissolved with no
loss. If White takes Black’s queen, Black
takes White’s queen—and has won a piece,
since White's queen is unprotected.

Black could play Nb5 here, planning to reply


to White's BxQ with his own NxQ. The prob-
lem then is that White's queen still is pro-
tected (since Black hasn't taken out the knight Dg666: White to move
on e2), so White gets to finish the sequence
with NxN and gains a piece. Dg666: What offensive possibility do you see
for White? No doubt the alignment of the
Dg665: On the e-file we find a classic relative Black queen and knight on the long diagonal
pin of Black’s bishop by White’s rook. The is self-evident by this point; likewise White’s
pinned piece is attacked once and defended ability to impose a pin with Bd4. Black’s
once; to get mileage from the pin White needs knight seems then to be attacked (by White’s
to attack the bishop again. The usual tech- bishop and queen) more times than it is de-
nique would be to advance a pawn toward the fended (by Black’s queen); so it appears at
target with f2-f4. Any problem with that here? first that the pin is a winner. But before im-
Yes, for ask whether either of the enemy posing any pin—and especially a mere rela-
tive pin—ask what your opponent could do in
reply. You are looking in particular for time- How can White avoid this problem? He must
consuming offensive threats he would be able use his rook to attack Black’s in a way that
to make with either his pinned piece or his does not allow RxR+. There are two ways to
screened piece, and especially any checks do this. He can play Rf2 now and then Rc2 a
either piece could give. Here Black’s knight move later; or he can play Kf2 now and Rc1 a
could exit the pin with check: Nf3+. Of move later. The point either way is that when
course White just takes it with his bishop or White’s rook attacks the pinned piece, it must
queen, but this costs White a move (the priori- not be on the same line with its king. Of
ty of check); and now Black takes White’s course with either of these sequences Black’s
bishop, which has been left loose, with his rook still can leave its square with check (via
queen. The pin therefore doesn’t work. It is Rc2 or Rc1, as the case may be), but that’s
another example of a case where Black moves okay; White would be able to take the rook
the pinned piece with gain of tempo, which with his queen on either of those squares and
allows the screened piece to go on the offen- win the piece. What you want to avoid is let-
sive next move. ting Black make a move that is a capture and
a check, or that lets the rook check without
White being able to capture it. (It’s true that if
White plays Kf2 here he gives Black a move
to regroup, but there is nothing useful he can
do with the time.)

Dg668: White has just pinned Black’s knight


with his bishop on g5. How should Black re-
spond? This is a common sort of pin, and
when the bishop that inflicts it is unguarded,
as it is here, it is dangerous for White. Notice
that it sets up the kernel of a discovered attack
Dg667: White to move against the pinning bishop; if the knight can
move out of the way with check, Black will
Dg667: White pins Black’s rook with his be able to play QxB a move later.
queen. But it’s only a relative pin, so it has to
be exploited with delicacy. The rook can
leave its position, and safely leave Black’s
queen en prise, if it can give a check in the
process that requires White to spend a move
playing something other than QxQ. This
doesn’t seem like a worry on the board as it
now looks, but the point has to be kept in
mind at all times; it has a way of becoming
important at unexpected moments. Here, for
example, how should White take advantage of
the pin? The rook doesn’t defend anything, so
the usual idea would be to add attackers to the Dg668: Black to move
target until it comes down. White’s only
available attacker is his own rook, so he might You will want to be careful about so leaving
naturally consider playing Rc1. But now the pieces loose even when they are inflicting
point mentioned a moment ago has bite: pins. In this case it might not seem like a
Black then plays RxR+; and after White fends problem because the pinned knight cannot
off the check with QxR, Black’s queen is free reach White’s king to give check. Yet. But
and the pin has resulted in no gain. Black looks for any checks he can give and
finds this one: Bxf2. White presumably rep-
lies KxB (we will consider another option in a
minute). This moves his king forward a rank, pose with g2-g3, leading to further complica-
which is far enough. Now Black plays Ng4+, tions and leaving his pawn cover in unfortu-
checking White’s king. The king must move, nate shape.
and then Black plays QxB and collects the
bishop. The pin is broken, Black gains a
pawn, and White is on the defensive and has a
king that cannot castle.

Now a few afterthoughts:

(a) When Black uses his knight to attack


White’s king, notice the importance of play-
ing Ng4+ rather than Ne4+. The latter move
allows White to reply Ke3 and then KxN next
move; for if Black’s knight is on e4 it has no
protection after Black plays QxB. If the Dg669: White to move
knight instead is on g4, then Black’s capture
QxB also gives the knight a guard and makes Dg669: This looks a bit like a mirror image of
it impervious to attack by White’s king. It the previous position: the pin Black imposes
might seem Black could solve this by playing on White’s knight is structurally the same.
the knight to e4 and then using the knight Can White use the same idea to escape? Per-
(rather than the queen) to take White's bishop haps Bxf7+, requiring Kxf7 (if the pawn’s
on g5; but then White plays h2-h4, and loss is to be avenged), allows White to then
Black's knight suddenly has no safe place to play Ng5+ and break the pin. But not quite. It
go. worked last time because the knight was safe
on the square from which it gave check, and
(b) You might wonder what happens if White because the pinning bishop was loose. Here
replies to Bxf2 with Kd2 rather than KxB. He the conditions are different. After 1. Bxf7+,
gives up the piece that he otherwise would KxB; 2. Ng5+, Black is not required to retreat
have taken; does he get it back? No. It is true his king and give White a free move. He can
that now Black is forced to check with Ne4 capture the checking piece with his queen,
rather than Ng4, and that the knight still has QxN. Now that charming discovered attack
no protection on e4. So White can reply to from last time, culminating with the queen
Ne4+ with Kd3 and then reply to QxB with taking the bishop that used to impose a pin,
KxN. But it’s costly: Black plays Qe3+, no longer looks so great for White, because
where the queen takes protection from the Black’s bishop suddenly has protection from
bishop now on f2. Now White’s only legal the queen on g5. True, White can play BxQ
move is Kf5, which Black meets with a de- (the knight was not loose when it gave the
lightful discovered checkmate: d7-d6#. It will check), but then Black can also can play BxQ.
take a moment to see how this works and to After White takes the bishop with RxB, he
realize that White’s king has nowhere to go at still hasn't made up for the bishop he sacri-
the end. It’s worth it. A moral: venturing your ficed at the beginning to smoke out Black’s
king out onto the board early in the game is a king. The point is the importance of not play-
hazardous business. ing patterns like the previous one as mechani-
cal gimmicks. Treat them as ideas, and care-
(c) Black has a different sequence in this posi- fully study each side’s best replies. (White’s
tion that also works to break the pin. He can best move is simply Qb3.)
simply play Ne4. Now if White plays BxQ,
Black mates with Bxf2#. So instead of BxQ, Dg670: Black’s knight on f5 is pinned to his
White instead has to retreat his bishop to e3. queen. It is attacked more times than it is pro-
Now Black plays BxB; White replies f2xB; tected, and Black has run out of ways to add
Black has Qh4+; and White is forced to inter- more defenders to it. The queen has no checks
or other scary threats to make to break the Dg671: Where does Black labor under a pin?
pin. On the fifth rank; hence the importance of
scanning horizontally as well as vertically and
diagonally in search of pieces lined up with
each other. It looks like trouble. The f5 bishop
is attacked twice (by White’s queen and bi-
shop) and protected once (by Black’s queen);
if it moves, White plays QxQ. Black has no
safe way to bring more pieces to the bishop’s
defense. He needs a different idea. Consider
what threats the pieces in the pin can make.

The queen has no threats to make that do not


result in its capture. But what about his bi-
Dg670: Black to move shop? It can't give check, but don’t stop there.
Ask how Black’s other pieces bear on White’s
But there remains another resource to consid- king, and whether the bishop can be coordi-
er: threats with the pinned piece. There is a nated with them to create a mating threat.
check to be had with Ng3, but you see that Black currently has one bishop that cuts off
this loses the knight to h2xN; and this time the White king’s flight squares e1 and d2; and
Black has no compensating capture to make his rook cuts off e2. The king’s position thus
with the screened piece because White has is perilous, and White can make it more so by
protection for the piece administering the pin playing BxB. This adds a second attack on e2,
(thus Black’s QxB would be met with QxQ). and so threatens Be2# on the next move if
White plays QxQ. But if White decides to
Threatening the enemy king remains a good defend against the mate threat with c2xB,
idea, but Black needs a way to do it with the Black is the one who plays QxQ. (Qxd3+
pinned knight that does not allow it to be tak- might seem tempting at that point, but then
en. The key is to look for other Black pieces White interposes with Nd2.) So c2xB would
already trained on squares adjacent to White’s be a blunder for White; the correct way out of
king. Black has one bishop attacking g1 and the situation Black creates with BxB is for
another attacking g2. Can his knight safely White to save his queen first with a check that
and usefully add an additional attack against consumes Black’s reply move and gives
one of those squares? Yes, with NxB: now the White time to fend off the mate threat. Thus
knight bears down on g2, and Black threatens in reply to Black’s BxB, White's best play is
Bxg2# if White takes Black's now-exposed Qg4+. White can't carry out his mate threat
queen. White instead needs to take a defen- because he's in check, and he's about to lose
sive measure like Bf3. his bishop (to c2xB) if he leaves it where it is;
his best bet now is to address both issues by
using the bishop to block Black’s check: Bg6
moves the bishop out of danger while extin-
guishing the threat to his king. When the
smoke clears, Black not only has saved the
bishop that was pinned at the outset but has
won a piece.

Notice the importance of paying attention to


how you can create mate threats—not neces-
sarily because you expect to be able to carry
them out, but because they allow you to con-
Dg671: Black to move trol your opponent’s moves and, in this case,
buy time to escape trouble.
Incidentally, Black also has a simpler way out pawn, White obviously has QxQ; less ob-
of the pin that is not quite as strong but is viously but more importantly, White has
worth seeing anyway: Be4. Now the bishop is Qf5#. But that doesn't settle the issue; the
guarded twice, and it also guards the piece important question is what White's rook
(the queen) that was at the back of the pin. would be able to do from h6 after Black plays
QxQ. The first follow-up to consider—
checking with the rook via Rxh6+—doesn't
work; it results in Black simply playing BxR.
Yet with three White pieces then surrounding
Black's king, and the king’s movements high-
ly constrained, one must press hard. Look for
another check White could give once the rook
is on h5 and Black has spent a move playing
out the pin with QxQ.

All right, did you see it? White has a checking


option besides Rxh6+; he has Ng5+. Black’s
Dg672: White to move pawn on h6 would be unable to take the
knight because it would be pinned by the
Dg672: White is down a rook and subject to a rook. Instead Black would have to move his
pin: Black’s queen pins the rook on b5 to the king to h8. Every time the king moves you
queen behind it. Of course you also notice the ask whether new pins have been created;
concentration of activity on the seventh rank, when the king moves to h8 here, it creates a
where if White’s knight were to move, pin of the g7 Black bishop by White’s bishop.
White’s queen would pin Black’s bishop. But Black takes advantage by moving onto the
the immediate issue is the fate of the rook on square Black’s bishop formerly protected:
b5. If it leaves its square its queen gets taken, Rxh6#. Indeed, after White’s initial play of
so its reason for doing so had better be to give Rh5, mate follows soon no matter what Black
check or join in a mating attack. Does White does.
currently attack any squares adjacent to
Black’s king that might serve as the basis for The point is to not be afraid to think about
a mate threat? moving a relatively pinned piece if in doing
so it would be joining an attack on the enemy
Yes: the bishop on b2 attacks the bishop on king. Careful analysis may reveal that the
g7, and the knight on f7 attacks h6 and h8. move leads to a mating attack. Think in terms
The rook can add another attack to h6, too, not just of saving the piece but of using it.
with Rh5. If Black takes the rook with his g6
Chapter 4.B
The Skewer.
4.5.01. weapon in an endgame, when the king may be
Simple Skewers Through the King. put on the run and your pieces have more
ways to get behind it.
A skewer is similar to a pin but with the logic
reversed. You attack two pieces in a line, and
often one of them is the enemy king; but in-
stead of the king being in back with a piece
that is paralyzed in front of it, the king is in
front of one of its fellow pieces, and is forced
by an attack to step out of the way and allow
the piece behind it to be captured. Or instead
of the king it may be a queen or other piece
that starts in front and must yield to the at-
tacker. The point is that since your opponent
is required to spend a move relocating the
piece in front, you get a free shot at whatever Dg673: Black to move
was behind it. (In the diagram, Black can ad-
minister a skewer with Bg7. We'll return to Dg673: There are two general ways to find
the example in a minute.) skewers, just as with any other tactic: by spot-
ting the visual pattern or by asking questions
Since a skewer is based on the idea that a val- and finding a skewer in the answers. The key
uable piece in front is forced to jump out of visual pattern in this first example is the pres-
the way of a less valuable piece behind it, we ence of White’s king and queen on the same
can make some useful generalizations about diagonal; this always should raise a red flag.
where we might find one. A skewer almost But if you don't see a pattern like this, you
always will run through a king, queen, or rook still might think of it by considering any
(just as a pin almost always has a king, queen, checks Black can give. He has two with his
or rook at the back end of it); and like pins, queen (Qf3 and Qd8) and two with his bishop
skewers can be inflicted by the bishop, rook, (Be7 and Bg7). If you imagine Bg7 you
or queen. The instinct for spotting skewers should see the line from the bishop through
also is similar to the instinct for seeing pins: the king to the queen. Or when you consider
become sensitive to any enemy pieces (or any the reply to Bg7 you realize that Black can
pieces of your own) arranged on a line; trace neither interpose anything nor capture the
the paths between pieces in search of oppor- bishop: he must move his king. When the
tunities. king moves, you ask what this makes possi-
ble, especially by using the checking piece
The simplest skewers to analyze run through that now may have a clean line where the king
the enemy king, so we'll start by looking at used to sit. Here Black can of course play
some positions based on that model. Skewers BxQ, winning the queen.
of this sort tend not to occur until the middle
or later parts of the game. The reason is that
for the pattern to arise, either the enemy king
has to get out in front of the target piece or the Dg 674: The sight of Black’s king and knight
skewering piece has to get behind the king; aligned on the same diagonal should be strik-
one way or another, in other words, the king ing. Until now it might not have seemed mea-
has to be between one of your pieces and one ningful because no pin is possible; the posi-
of his, and this generally isn't possible early in tions of the king and knight would have to be
a game. Occasionally such a skewer can be reversed for that. But this ordering neverthe-
administered along the back rank, as we shall less makes possible a skewer. Examine any
see, but usually only after many of the king’s checks White can give and see that there are
fellow pieces are off the board. Skewers two: Bh3+ and Bc4+.
through the king thus are an especially potent
out a couple of ranks from their starting posi-
tions; they also have involved skewers im-
posed by bishops.

Dg 674: White to move

Both require the king to move; but when you


imagine it moving in reply to Bc4+ you see a
line left clear to the loose knight on g8— Dg676: White to move
which you take.
That’s no coincidence: the king has to be out
a few squares on a diagonal before it can lie
between a bishop and anything else. But other
pieces can give skewers, too. The pattern of
Black’s king and rook on the same rank is
unremarkable in itself, but it can lend itself to
a rook skewer in the right circumstances—
such as those shown here. Notice the layout;
or examine any checks White can offer and
find just one—Rd8. Since the square is pro-
tected by White’s bishop, Black wouldn't be
able to capture the rook with his king, nor
Dg675: Black to move would he be able to interpose anything. The
king would have to move, and in moving it
Dg675: The sight of White’s king and queen would leave the loose rook on h8 exposed,
on the same line here may seem less conspi- allowing White to play RxR.
cuous than the alignments in the other prob-
lems of this sort we have seen. Take notice:
pieces on squares adjacent to the enemy king
can be skewered—especially the queen,
which often is a good catch even if the king
can protect it when it steps out of the way (an
issue we will examine in detail later). But
when in doubt you can't go wrong by just
looking at every check you can offer. Black
has six with his queen that go nowhere and
two with his bishop: Be2+, which loses the
piece, and Bd5+, which keeps the piece safe
and forces the king to move. Safe checks that Dg677: White to move
force the king to move are always of great
interest, in part because they may leave what- Dg677: This position illustrates why skewers
ever lies behind the king exposed. Here Black take practice to see. If you look casually for
follows Bd5+ with BxQ. pieces lined up with Black’s king, it would be
easy to conclude that there is nothing except
Dg676: The examples so far in this chapter all perhaps the queen on d7; and that would be
have involved enemy kings that had wandered correct if we only were concerned with pins.
But since we also are looking for skewers, the of the rook rather than behind it, this calls for
rook that lies behind the king on f8 is another a skewer rather than a pin. But how?
target to notice. Realistically you might be as
likely to find the idea here by looking for any
checks you can give and seeing Bh6+. Since
the bishop has backup from its queen it can't
be captured, and again interposition is im-
possible. The king must move. When you can
give a check that forces the king to move,
taking whatever lies behind it is something to
consider automatically. White’s next move is
BxR.

Dg679: White to move

White can’t play Be6+ because then Black’s


king takes the bishop. He can’t play Qg4+
because then Black plays QxQ. But one pos-
sibility remains on that light-squared diagon-
al: Qh3+, where the queen administers a
skewer from safety. Black has nothing to do
but move his king away from the rook (which,
importantly, is loose). He can’t play the king
Dg678: White to move to d8 to protect the rook because White at-
tacks the square with his bishop. So next
Dg678: Black’s king is lined up with his bi- White will play QxR. The point is to see that
shop on the f-file and also with his queen at there often are several ways to land a piece on
d8. A skewer against the f8 bishop is possible the diagonal or other line needed for a skewer.
with Qf4, but it doesn’t work because the bi- You want to be thorough in considering not
shop has plenty of protection. How about a just every piece that can do the job, but every
skewer against Black’s queen? Notice that path your pieces can take to the needed line.
White has two ways to do it: Bg5+ and Qh4+.
Bg5+ just loses the bishop to KxB, but Qh4+
is safe. We aren’t quite finished, though, be-
cause Black has a defense to consider: he can
interpose a pawn on g5. This presents no real
problem, however, as White merely plays
Qxg5+ and restores the skewer. (By the way,
if Black's queen had protection you wouldn't
want to use this particular sequence; instead
you would reply to g7-g5 with Bxg5+, letting
the bishop take over the skewer with protec-
tion from the queen now behind it on h4. This
way the capture of Black's queen would then Dg680: White to move
be made with the bishop, and the sequence
would be a winner even if the bishop were Dg680: Do you see the skewer for White?
recaptured at the end.) Which one? When a king ventures out into
the middle of the board late in the game, it
Dg679: Look for alignments between Black's can becomes prey to multiple skewers as its
king and its pieces and see that it is lined up fellow pieces often end up behind it. Here you
with its rook on c8. Since the king is in front can see that Black’s king is in front of its bi-
shop, rook, and queen. White can skewer any
of them. The queen can check the king along a tactic on the file. Black’s king is up off the
two diagonals, its rank, and its file. Thus back rank and White’s rook is beneath it, a
Qc2+ wins Black’s bishop; Qe2+ wins a rook; classic invitation to a skewer. The only hitch
Qg2+, best of all, wins the queen. (Notice that is that the square White needs—f8—is
since White is down a rook and a pawn, only guarded by Black’s knight. But notice that
the availability of Qg2+ saves the game.) White’s rooks are doubled on the back rank.
Part of the power of doubled rooks arises
from the fact one can be sacrificed on a
square to then make it a safe place for the
other to land. So go ahead and play the check
Rf8. Black replies NxR, and now White has
RxN+, reestablishing his second rook on f8
now that Black’s defense of the square has
been exhausted. Black has to move his king
and allow his queen to be taken with RxQ.

Dg681: White to move

Dg681: The pin White’s queen exerts against


Black’s queen on the seventh rank is such an
arresting sight that it would be easy to be con-
sumed with thoughts of exploiting it some-
how; alas, Rd3 doesn’t prevent Black from
playing QxQ. What would? A check—so ex-
amine any that White can give. He has two
with his queen that are unhelpful, but one Dg683: White to move
with his rook—Rh7—that is helpful indeed,
as it forces the king to move and so exposes Dg683: This is structurally the same as the
the queen to capture with RxQ. The pin turns previous position; it's just a little different
out to have been a sideshow. Notice that visually. Again there are two key facts here:
Black could also reply to 1. Rh7 by interpos- the doubling of White’s rooks on the h-file,
ing his own rook at f7. That gives White RxR; which is open, and the alignment of Black’s
if Black recaptures then with his king, he king and queen on the seventh rank. Rh7+
leaves himself vulnerable to QxQ+. almost skewers Black’s king and queen, but
the square is defended by Black’s knight.
Once more the two rooks suggest the answer:
play Rh7+, allowing the recapture NxR; then
comes the other rook with RxN+, and Black is
out of ways to keep a skewering piece off of
h7. He moves his king and White takes his
queen.

Dg684: Instead of doubled rooks, White has a


battery of queen and rook this time; but it can
work the same way as the batteries we have
just examined. White plays Qh8+, sacrificing
Dg682: White to move his queen to BxQ—but clearing the way for
the follow-up RxB+, and then after the Black
Dg682: You should see that Black’s king and king moves, RxQ. White gains a piece with
queen are on the same file with no pawns nor the sequence (the Black bishop).
anything else between or behind them. Go for
4.5.02.
Simple Skewers Through the Queen.

Dg684: White to move

Needless to say, you might have spotted the


idea by just experimenting with checks (and Dg686: White to move
then the new checks they make possible).
Take note of this general visual pattern; it is
common, and cries out for a skewer—if
White can run a piece through the queen with
protection against capture. Here White has
Bb4, where the bishop takes protection from
the pawn on a3. Black must move his queen
rather than protect it, and once he does this
the bishop on e7 is loose and is taken for free
with BxB, which also forks the rooks on d8
and g5.

Take note, too, of how the bishop became


Dg685: White to move loose. If you see a piece protected only by its
queen, that means the piece is aligned with its
Dg685: White has an apparently simple cap- queen—and that you may have a nascent tac-
ture of a loose piece with RxB. Any problem tical opportunity. This is especially important
with this? It's not enough to ask whether the as the queen moves farther out onto the board,
piece you want to take has protection. Ask since then skewers become increasingly poss-
what tactical possibilities would be available ible.
to your opponent after the move. One impor-
tant clue that you are creating tactical risks is
that a capture will leave your piece lined up
with another of your pieces—especially your
king—since you may be creating the kernel of
a pin or skewer. Here the glaring fact about
BxR is that it puts White’s rook and king on
the same rank. Black can exploit this with
Rh2+; White’s king is forced to step aside,
and after RxR Black has won the exchange.

Dg686: Now let's look at some skewers that


run through the queen rather than the king. Dg687: White to move
Start with the same general searching strate-
gy: scan the board for enemy pieces on the Dg687: There are two things you should see
same line. Here White sees Black’s queen and as soon as you lay eyes on this position. First,
bishop on the same diagonal with nothing the Black bishop and queen are lined up on
between them.
the same rank; enemy pieces on a line with skewers. This queen in particular is aligned
nothing between them always suggest the with several of its pieces.
possibility of a pin or skewer. Second, the
bishop on a5 is protected only by the queen;
this too should cause you to think about a
skewer. The pattern is structurally the same as
the previous position: the bishop will become
loose if the queen is driven off, and so will be
a safe and suitable target for a capture by any
skewering piece. White thus plays Re5, where
the rook attacks the queen with protection
from the knight on f3. The queen must move,
and it has no place to go where it can keep
protecting the bishop. Now White plays RxB
and wins the bishop for nothing. Dg689: White to move

What you need is a piece of your own that can


attack the queen safely while also aimed
through it at a worthwhile target. Bf4 fits the
bill: the bishop attacks the queen, and is pro-
tected by the rook on f1. Black can use his
queen to guard the rook on b8, but that's okay.
White still wins the exchange.

Dg688: White to move

Dg688: There are lots of cues to suggest the


winning idea here. One prominent pattern is
the presence of three Black pieces lined up on
the c-file. This should cause you to think
about tactics that take advantage of enemy
pieces on a line: pins and skewers. And if you
size up the protection each Black piece en- Dg690: White to move
joys, you see that the bishop on c7 is pro-
tected only by the queen in front of it— Dg690: The idea can be slightly harder to see
another tip-off. The natural thought would be in a position like this where the queen is nes-
to put a rook on the file, as with Rf-c1. The tled back among its own pieces. Get used to
rook has the protection it needs to attack spotting the significance of patterns like the
Black’s queen, and the queen has nowhere to alignment of Black’s rook and queen on d8
go that still protects the c7 bishop. White and c7 with open squares on the diagonal
plays RxB next move. ahead of them. Pieces so arranged invite an
attack by a bishop, as with Bb6—this time
Dg689: Black’s queen has taken the offen- taking protection from the White knight on a4
sive, attacking your knight on c5. Consider and again winning the exchange after Black
your counterattacking possibilities before re- moves his queen to safety.
sorting to defensive play. A queen sitting as
far toward the middle of an open board as Dg691: We're looking at lots of these posi-
Black’s does here should generate thoughts of tions because it's so important to become vi-
sually sensitive to enemy pieces on the same
line. There are several here on the seventh safe by the knight on b8, and wins the ex-
rank, but more critical is the alignment of change after White’s queen moves.
Black’s queen and rook in the corner—the
same kernel as in the last problem. Before plunging ahead, though, take a mo-
ment to ask whether White would have any
defenses against Black's skewer. One idea to
consider is an interposition: can White block
the attack by planting something in its way?
Here he could, with Nb5. But notice that
White's knight then has pinned itself to its
queen. So Black rethinks the resulting posi-
tion, now looking at it as a pin, and goes after
the paralyzed knight with c7-c6. White could
add a defender with a2-a4, but it doesn’t mat-
ter; extra defenders are no consolation when
one of your pieces is about to get taken by a
Dg691: White to move pawn.

White has several ways to put an attacker on


that diagonal with his queen, but of course
that’s no good since Black just plays QxQ.
White needs to attack with his bishop from a
protected square to prevent Black’s queen
from biting back. Bd5 accomplishes the mis-
sion. So you think: 1. Bd5, Qc8; 2. BxR,
QxB, and White wins the exchange. Good,
but now look for better. After Black moves
his queen to c8, White can play the check
Qe4+; once Black moves his king, White can
take Black's rook with impunity because his Dg693: Black to move
bishop now has the queen's protection.
Dg693: Where is the key weakness in White’s
position? Look for alignments of his pieces;
by now it should be no trouble to spot the
White queen and a2 rook on the same diagon-
al. An attack by Black with a protected bishop
will scare the queen out of the way, leaving
White no time to move the rook behind it.
White can use the queen to protect the rook,
but so long as Black is using a bishop rather
than a queen he is happy to make a trade that
wins the exchange. He plays a bishop to the
diagonal with Be6, the protection being fur-
Dg692: Black to move nished this time by a pawn, and wins the ex-
change next move.
Dg692: White's position looks solid and well-
fortified. Is there a weakness? Yes: the kernel
of rook-plus-queen on a diagonal, as White
has here on e2 and f1, once again is a vulne- Dg694: White looks at everything his pieces
rability. The pieces are on a light-squared attack and sees an apparently attractive oppor-
diagonal, so Black just needs to get his light- tunity: a loose pawn on e7 that he can take
squared bishop into line with them—with with his queen. Any problem with this?
protection, of course. He plays Ba6, made
4.5.03.
Simple Skewers Through Rooks.

Dg694: White to move

The capture is a disaster for White because


now he has done Black the favor of clearing Dg695: White to move
the e-file of everything except White’s own
queen and rook. A queen and rook on an open Dg695: Our next pattern to consider involves
file can form a powerful battery and serve as skewers where a rook has to jump out of the
part of an effective mating attack, but it also way and leave a piece behind it to be taken. In
can serve as the kernel of an unwelcome pin this first case, notice the little knot created by
or skewer. The vulnerability of the pair de- Black's rook and knight. Their alignment sug-
pends in part on the quality of the protection gests the usefulness of running them through
the pieces enjoy. Here White’s rook on e1 has with Bd5, which wins a piece: when the rook
no protection on the first rank, and indeed no moves, the loose knight behind it gets taken.
protection from any piece but the queen—a It would be different if the rook could move
characteristic of many targets of skewers. and protect the knight at the same time, but it
Black thus is able to reply with Re8, where can't.
the rook forces the queen out of the way with
protection from the knight on f6 as well as the Not all skewers involve loose pieces, but
rook on a8. The queen has no square to which many of them do; so when you see a loose
it can retreat and keep protecting the rook on piece, look for other enemy pieces on the
e1, so Black will take the rook next move. Or same line—and be especially sensitive to
White will have to let his queen go and recap- clustered pairs like Black’s knight and rook
ture with the rook. The lesson: before making here.
any capture—even of a loose piece or pawn—
consider whether you are aligning your pieces
in troublesome ways that would allow a
skewer or pin by your opponent.

The actual best move for White here is Nd2,


which enables him to threaten Qxe7 for real;
moving his knight out of the way like this
connects the rooks on his back rank, allowing
them to defend each other and thus immuniz-
ing the e1 rook—and the queen—from the
threat of a skewer.
Dg696: White to move

Dg696: What is White’s strongest move?


There are two ways to see it: look for Black
pieces on the same line, and spot the two
rooks on the same dark-squared diagonal; or
look for loose pieces, find the rook on d6, and
experiment with attacks on it—especially
along lines it shares with other enemy pieces.
Either way the answer is straightforward:
White plays Bb4, attacking both rooks. Black
can move one of the rooks to protect the oth-
er, but he still loses the exchange.

This is an important pattern to remember.


Anytime two enemy rooks are lined up on a
diagonal, consider whether you might run
them through with a bishop. Dg698: White to move

Ask what now becomes possible and you find


the same skewering idea we saw a moment
ago: Bf7, winning the exchange next move. In
effect this position involves two skewers;
with Bb3, White skewers Black’s king to the
skewering square f7. The key here, as before,
is to recognize that rooks on the same diagon-
al create a good target for a bishop or (some-
times) a queen. Once you see that possibility,
whether right away or after the check, the rest
is engineering.
Dg697: White to move

Dg697: Perhaps the most obvious pattern of


interest on the board is the alignment of
Black’s king and rook on the fifth rank. The
most obvious, but not the most useful; more
significant is the alignment of the two Black
rooks on the same diagonal—another clus-
tered pair. In this case the rooks are on light
squares, so White finds his light-squared bi-
shop and charts the course Be8. Black doesn’t
have time to save both pieces; the best he can
do is play the rook on g6 to h6 so that it can Dg699: Black to move
recapture after White plays BxR. White nev-
ertheless wins the exchange. Notice that a Dg699: This should be an easy one now. Your
search for Black loose pieces would have typical search for ideas includes a scan for
turned up this idea as well: having found the loose pieces and any enemy pieces on the
loose rook on h5, you look at ways to attack it same line. Here those inquiries point to the
on every one of its lines, including the see- rook on a1, which is loose and is lined up
mingly remote diagonal leading to e8. with the other White rook on d4. Your first
choice of attacker on a diagonal is a bishop.
Dg698: This position is the same as the last In this case Bf6 skewers the two rooks, again
one, but with a Black pawn on c6 that blocks winning the exchange after one moves to pro-
the bishop’s path to e8. Now what should tect the other.
White do? Answer (of course): examine every
check. This leads you to Bb3, which forces
Black to move his king (probably to c5).
4.5.04. it protects—and then skewering it on its new
Substituting the King to Create a Skewer. square. Let's look at a couple of other applica-
tions of the same idea...

Dg700: Black to move


Dg701: White to move
Dg700: Most of the techniques involved in
creating skewers where elements are missing Dg701: It would be easy enough to become
will be familiar from our work with pins, but preoccupied in this position with the pinned
the visual patterns look a little different. In Black bishop, but White has no way to exploit
this first study Black has a powerful resource it. If he throws a bishop at it, as with Bc3, the
in his doubled rooks but no immediate way to trouble is not merely that Black can answer
exploit it. Rather than obsess over the g-file, with Rd6; it's that Black then has a check in
pause and obey the first law of tactical opera- Rb1+, White having opened a line to his king
tions, viz., look at any checks you can give when he moved his bishop. White then must
and their consequences. It doesn’t take long, interpose his bishop at e1, as all of his king’s
as there are only two: Rg2+, which loses the flight squares are under attack. With White’s
rook to BxR, and RxB+, which loses the rook bishop now pinned and Black to move, he hits
to KxR—but in a capture that requires the the immobilized piece with a pawn: f3-f2.
king to move, and thus requires an inspection Black wins.
of the king's new position. Survey the king’s
new lines and anything else on them. Here The key to the position for White is to step
White has put his king into alignment with his back from the pin and look for other patterns.
rook on the light-squared diagonal leading to Black’s bishop and rook are aligned on the
d1. This calls for a skewer. Black plays Bg4+, same diagonal, and this is grounds to consider
and White has to move his king away; it can't possible pins or skewers. White has a bishop
guard the rook, so White wins a piece with that can attack on the dark-squared diagonal
BxR. with Bf2, but this runs into the same trouble
just described (Black’s reply of Rb1+—look
The alignment of White’s king and rook after for your opponent’s next check, not just your
the preliminary exchange would be a visual own). It would be different if White’s move
cue to the skewer. You could have proceeded gave check. Might this be arranged? Yes, with
as well, of course, by simply looking for any the substitution 1. RxB+, KxR. Another route
checks Black can give on the board as it to the same conclusion is to just consider any
would look after White’s king moves, again checks White can give; here there is only
seeing just two: Rg3+, which moves the one—RxB. Black is forced to reply KxR, and
White king unhelpfully, and Bg4+, which also with his king moved you look at the new lines
moves the White king but this time allows it occupies and see that the kernel of a skewer
BxR afterwards. now has been created. Bf2+ attacks Black’s
king, requiring him to spend a move taking it
The large theme of the position is the idea of out of the way. Then BxR takes Black’s rook
forcing a king to move by taking a piece that before it has time to give check.
force. Here the only capture available to
Black is NxB. Unless he is content to lose a
piece, White has to respond with QxN. The
question is how the board will look after the
exchange, and whether anything not possible
now will become possible then. In this case
we see a now-familiar pattern: White’s queen
would be lined up with the rook on a1 on the
long dark diagonal. Black still has his dark-
squared bishop, and he can get it onto the
vulnerable line with Bg7; now the queen must
Dg702: Black to move evacuate and allow BxR. Black doesn’t care
that the rook on a1 has protection, as he still
Dg702: With Bg5, Black can aim a bishop wins the exchange.
through two White pieces: the bishop on d2
and the rook on c1. In itself this won't do any You might also have seen this just by observ-
good, so think about ways to force substitu- ing the alignment of White’s bishop and rook
tions by making captures. Black has RxB, on that same diagonal and looking for a way
inviting White to play KxR. Now Bg5+ be- to substitute a better piece for the bishop. This
comes wonderfully productive; the king must isn’t an easy train of thought, because by it-
move off the diagonal and leave the rook be- self a bishop in front of a rook often will not
hind it loose (because the g4 bishop attacks signify anything. It nevertheless is a good
d1). After BxR, White has netted a piece. habit to notice every time two pieces are lined
up like this, so observe the pattern closely.

Dg704: Read the board, again looking for


4.5.05. alignments of enemy pieces—and especially
Other Substitutions: Queens, Rooks, etc. enemy pieces aligned with nothing between
them. White has a few pieces so arranged: his
bishop and queen are on the same diagonal, as
are his bishop and rook. With Be6 Black can
run a bishop through the latter two pieces. In
itself this doesn't achieve anything, but with a
substitution it might.

Dg703: Black to move

Dg703: We have seen that sometimes forcing


your opponent to substitute his king for
another piece will create a working skewer.
The same goes, of course, for forced substitu-
tions of other pieces. Take the position to the Dg704: Black to move
left. White has no loose pieces and Black has
no checks to give. What remains as a source So imagine exchanges and consider whether
of tactical ideas? Captures. In addition to they would improve your prospects. Here
considering any checks you can give, look Black’s knight on e5 can take White’s bishop
piece by piece for any exchanges you can on c4. This requires White to recapture with
QxN. Now we have the kernel of a productive set in motion. You have no checks, but there
skewer; we have created again the classic are two captures to consider: each White
queen-before-rook pattern. All that’s left for knight can take a pawn and then be recap-
Black is to get a bishop safely onto the same tured. In reply to Nxe5, Black plays d6xN and
diagonal. He plays Be6, which in effect at- nothing much has changed. But in reply to
tacks two pieces: the queen and the rook be- Nxb5 Black plays QxN. His queen would be
hind it. White retreats the queen to e2 so it lined up with its knight on d7—which is
can guard the rook, and then Black wins the loose. Now White can skewer them with his
exchange. light-squared bishop by playing it to a4,
where it retains protection from the queen
back on d1. Critically, Black’s queen has no
flight square from which it can continue to
guard the knight. White takes the knight next
move, and he nets a pawn with the sequence.

Skewers of the king are everyone’s favorite


type, but often the king spends much of a
game on the back rank where it is hard to
skewer it to anything. The queen, though,
does venture into the middle of the board ear-
lier in the game, putting lots of its own pieces
Dg705: White to move behind it where you can make targets out of
them. This position is an example. The cap-
Dg705: Notice the diagonal alignment of ture Nxb5 goaded the queen into the middle
Black's bishop and rook, and that White can of the board, and in front of the Black knight
run his own bishop through both of them with on d7.
Bb4. A bishop skewering a bishop is no good,
but it invites a look for productive substitu-
tions. Here NxB+ provokes the recapture
QxN, luring the queen onto the same dark-
squared diagonal with its rook. White swoops
in with his dark-squared bishop on b4, where
it makes a protected skewer of Black’s queen
and rook and, again, wins the exchange next
move.

Dg707: White to move

Dg707: You know the drill: examine checks


and captures in search of any sequences that
will leave enemy pieces lined up for forks,
pins, or (our concern here) skewers. White
has no useful checks, but he has a capture that
is of some interest: BxN. It provokes the re-
capture BxB, a classic trade of minor pieces.
Dg706: White to move Now consider the board as it then would look.
The exchange would have left Black’s bi-
Dg706: There are a couple of alignments in shops lined up on the f-file—and both of them
Black’s camp. Rather than sort out each one, loose. Two loose pieces make a great target
probably the more efficient thing is to see for a skewer, so White plays Rf2 and wins
what emerges from forcing sequences you can
one of them next move. You might also have after Black moves his king. Now the bishop
seen the idea by noticing Black’s knight and attacks both rooks and will take one of them.
bishop on the f-file from the start. They don’t
make for a good skewer because the knight Or rather all that is the idea. Before putting it
has protection and so cannot be chased out of into motion think carefully about the move
the way. But one way to deal with a piece that order, for in this position it makes a great dif-
has protection is to capture it; for after the ference:
recapture the piece that replaces it may be
loose. That is White’s procedure here. (a) Suppose White starts with RxN, expecting
RxR and setting the stage for the skewer by
leaving the rooks aligned. He will be in for a
nasty surprise: Black ignores the loss of his
knight, plays Rxg7+, and mates in two more
moves (White’s king is forced to h1; Black
plays Rxh2, then moves his other rook to g2
on the next move, ending the game). Lesson:
don’t take for granted that your opponent’s
reply to a capture is forced, especially when
he has threats against your king. He may be
able to ignore the capture and go for mate or
threaten some other terrible result.
Dg708: White to move
(b) Now suppose instead that White starts
Dg708: This one is harder. Black has just with Bg7+, forcing Ke7; then White imme-
played his knight to e3, attacking the rook on diately plays Bxh6, expecting to play RxN
f1 and the pawn on g2 (for the third time). next move. Well, but Black simply replies to
White’s instinctive response might be defen- Bxh6 with NxR. The problem is that White’s
sive: move the rook to safety. But by now you Bxh6 isn’t a check; it gives the initiative back
know to ask first whether you might take the to Black. Again, every step of White’s se-
initiative and inflict damage with checks or quence needs to be forced to ensure success.
captures of your own. Perhaps you notice that
Black’s knight is aligned vertically with one (c) So the right sequence is to start with 1.
of his rooks and diagonally with another. The Bg7+, Ke7—then to play RxN+ back at
knight and both rooks all are protected, so a White’s end of the board, since that move
skewer doesn’t quite work yet; but an ex- now is a check (remember that Black’s king
change can change the picture markedly, so would now be on the e-file!). Black would be
experiment. The only capture for White to forced to deal with the check by playing RxR,
consider is RxN. Black replies RxR. Now you and now the pieces at last are arranged for the
see that Black’s two rooks would be left skewer Bxh6. Two checks, then a skewer:
aligned on a diagonal with no pawns on the that’s what makes it work, as the checks keep
line—a pattern that invites a skewer by your White in firm control of the action. (By the
bishop if it can be arranged. The trouble is way, if Black replies to Bg7+ with Kg8, he of
that the bishop cannot safely get onto the course walks his king into the discovered
rooks’ line from where it now sits; if it moves check Bxh6+, which White follows next
to g5 it gets captured. The challenge: ma- move with BxN, winning a whole piece.)
neuver the bishop onto that line, and with
threats that give the enemy no time to avoid The skewer described in the main line here
the emerging skewer. The solution: plot a (sequence (c), above) costs White a bishop
course to h6 for the bishop that allows it to and a rook and gains him a knight, a rook, and
give check along the way. First Bg7+, with a pawn. But apart from winning a pawn it also
protection from the rook on g3; then Bxh6 defuses a bothersome threat Black was build-
ing with three pieces in the White king’s
neighborhood. The best defense is a good e5, you should be able to see an alignment
offense. that results. White’s two rooks are on the
long, dark-squared diagonal with nothing be-
tween them. Now Black plays Bf6, a move
that wasn’t possible in the beginning because
White would have taken the bishop with his
e5 pawn. In this position the move skewers
White’s rooks, both of which are loose and
one of which will be lost. You have to keep
track of the tally, of course. White will take
one of Black’s pawns while Black is playing
BxR, so in the end Black ends up losing a
pawn, two knights, and a queen, but gaining a
pawn, a bishop, a rook, and a queen. In other
Dg709: Black to move words, he wins the exchange.

Dg709: Here is a common pattern: a hotly Assuming he sees all this, too, White will not
contested piece or pawn near the middle of play even the first move in the sequence,
the board. In a typical case each side has sev- BxN. He will instead accept the loss of a
eral pieces trained on the square in conten- pawn to Nxe5. This is another illustration of a
tion—perhaps an equal number, suggesting general point: in chess games between good
that if you try to take the piece or pawn there, players it is relatively uncommon to see
you will gain nothing and perhaps lose some skewers, forks and the like actually carried
material when the smoke clears. You take, he out. Both sides see them coming and avoid
takes, you take, he takes. But it still is impor- them by accepting lesser losses. But of course
tant in such cases to imagine liquidating the the tactics nevertheless play a crucial role in
position, with all possible exchanges ex- the game, because the potential for them dic-
hausted; for it may be that you then will have tates each side’s moves and the losses to
a kicker in the form of a fork or skewer which each side decides it must consent.
against the last piece standing.
4.5.06.
Look at how the logic applies here. The con- Checking the King into Position.
tested point is White’s pawn on e5. Black
attacks it with both knights and his queen; When your opponent’s king is checked he has
White protects it with a bishop, his queen, and three possible replies: move the king, capture
the rook behind the queen. So if Black takes the attacker, or interpose something between
the pawn with his knight on d7, White recap- them. The last two frequently are impossible,
tures (or could recapture—we’re just imagin- which is why checks often can be used to
ing possibilities) with his bishop. If Black push a king around, and which helps explain
takes again with his queen, White retakes why the king makes an ideal middle piece in a
with his queen. If Black takes a third time skewer: often it has to move out of the way
with his last knight, White retakes a final time when attacked, exposing whatever is behind it
with his rook. The rook is the last piece stand- to capture. And this same principle also
ing, and this still is true even if the move or- means that even if the king doesn't appear to
der goes a little differently than just sketched. be in position to be skewered, you may be
Now don’t give up once you see this; look for able to push it into position with a preliminary
a kicker against the rook. The key is to re- check or several of them. In addition to im-
member to remove from your mental picture proving your ability to create skewers, these
of the board all those pieces that were ex- next studies thus will sharpen your ability to
changed away in the interim: White’s bishop, see not just what checks you can give, but
queen, and rook, as well as three of your own what checks you will be able to give a move
pieces. With those off the board and a rook on later—and then a move after that.
either rook to e1, which allows Black to inter-
pose his own rook at e7 or move his king
along the back rank. More interestingly,
White can play the rook on h1 to h8. This
forces Black to move his king to the seventh
rank—and into line with the rook on c7. Now
White moves the rook from h8 to h7, and the
king has to move again. Notice that it cannot
protect the rook it will be exposing to capture;
White’s rook on d1 bars the king from the d-
file. White wins a rook.
Dg710: White to move

Dg710: We'll start with cases where a single


check pushes your opponent's king into posi-
tion to be skewered. In this first simple posi-
tion, each side has a king and a rook. Black
would mate with Rh8 if it were his turn, but
instead White has the move. At a time like
this one must operate with checks that hold
the initiative. How many checks does White
have to consider? Only one: Ra6. White's
rook can’t be captured and there is nothing to
interpose, so Black has to move his king. No- Dg712: Black to move
tice that White’s king attacks the three
squares on the seventh rank where Black’s Dg712: Another pretty simple case. White’s
king might like to go; with those off limits king has ventured far enough onto the board
there is nowhere for Black to move his king to have queens to its north and south, so you
but the fifth rank (to c5, d5, or e5). Naturally are thinking actively about the skewer that
you see now that Black's king and rook are would become possible if you could get
aligned: White thus plays Ra5+, again forcing White’s king and queen lined up with one
Black’s king to change ranks (perhaps back to another. How can you force your opponent to
its original position), and then comes RxR, so align them when that is the last thing he
ending Black’s mating threat and winning the wants to do? With checks that force his rep-
game. lies. Look for every check Black can give and
you see five; most of them would force the
king to move, but Qe1+ is the one you jump
to because it’s safe and puts the king under
the greatest pressure, sealing off all its flight
squares on the second rank. The d-file also is
out, so White’s king is driven to f3 or f4—and
into line with his queen. Now Black plays
Qf1+, and the skewer picks up White’s queen
once the king is forced out of the way.

Dg713: Survey the lines on the board and see


that Black’s king and queen are aligned.
Dg711: White to move White has nothing usable to create a pin, but
his queen almost can get behind Black’s king
Dg711: Here Black’s king still is settled on and impose a skewer; Qg8, however, loses to
the back rank, so at first the possibility of a KxQ. Might he be able to push the king away
skewer may not seem obvious. But consider from g8 a bit?
any checks White can deliver. He can move
Dg713: White to move Dg714: White to move

It would have to be done with checks. White’s Presto: the king and queen once more have
queen checks, such as Qc7, Qd7, and Qf6, been forced onto the same file. Now White’s
either lose the queen, which White can't af- queen moves to f8, applying another check,
ford, or cause Black’s king to leave the di- forcing the king out of the way, and then win-
agonal it now shares with his queen, which is ning Black’s queen with QxQ. The queen
no help (or Qe7 pushes the king to the back does all the work by itself.
rank).

How about checks with White’s other piece—


his knight? There is one: Ne5+. The knight
can't be taken and Black can't interpose any-
thing, so the king must move. Note the
squares where the king cannot go: the back
rank is forbidden, and e7 and f6 likewise are
attacked by White’s queen. (It is important to
see invisible constraints of this kind on the
king’s movements.) The king legally can
move only to e6. This creates room behind it
for White to play Qg8+ safely. When the king Dg715: White to move
moves, as it must (though it can’t take the
knight, which has protection), White plays Dg715: Black has a material advantage—a
QxQ and suddenly has a won game. queen and a bishop against White’s two bi-
shops. But having two bishops trained on the
Any chance to squeeze in behind the enemy Black king’s vicinity is strong, too, and with
king should be considered carefully, as this is Black’s queen behind his king White should
the stuff skewers are made of. be alert to any way of forcing an alignment
between them. He begins his thinking in the
Dg714: With Black’s king out from the back customary way: by looking at any checks. He
rank and White’s queen now behind it, the has Bg5, which loses a piece, and Bd4, which
threat of a skewer again is live. Inspect any requires Black’s king to move. Where? The f5
checks White can give. There are four, all and g6 squares are sealed off by White’s other
with the queen: Qb6, Qd6, Qe8, and Qg8. As bishop, so the Black king is driven to f7. Now
we have seen, the check of greatest interest the desired alignment is in place. White
frequently is the one that gives the enemy the reaches for his next check, using the other
smallest range of replies—here Qg8, which bishop to play Bc4+. Black’s king moves to
seals off the king’s flight squares on the se- f8, from which square he will be able to re-
venth rank and so requires Kf6 as Black’s capture White’s bishop after it takes his queen
only legal reply. on the next move.
A pair of coordinated bishops, like a pair of al purposes end a game. To the untrained eye
coordinated rooks, is stronger than the sum of Black’s position does not look so precarious.
its parts.

Dg717: White to move


Dg716: White to move
Dg717: The first thing you might see in
Dg716: An unguided search for a good move Black’s position is the alignment of his king
would be inefficient here. Much better to look and bishop on the sixth rank. But there is no
at every check. And your looking can be fur- way to fashion a productive pin out of it be-
ther guided by a concept: see how Black’s cause the bishop has protection from its
king is out in the open with fellow pieces be- queen; if White plays Ra6 the king just
hind it on the first rank and White rooks to its moves. The more important patterns here are
north and south. These conditions are favora- a little subtler, though by now familiar.
ble for a skewer if White can nudge the king Black’s king is out far enough to suggest that
onto an appropriate line. The tools he has for White’s rook might be able to get behind it.
the purpose are one check with his rook (Re7) You might also see that Black’s king and
and two with his knight (Nd4 and Ng7). Re7+ queen are almost lined up on the same file.
doesn’t work; Black moves his king to f6, Put these points together and a goal comes
farther away from his other pieces, and if into view: if you could force Black’s king
White tries to check again with Rf7, Black onto f5, you would have a skewer with Rxf7
just takes the rook with his king. Nd4 loses that would take Black’s queen and finish the
the knight to Black’s pawn. game.

Ng7+, however, is another matter. Examine Anyhow, whether or not you saw this entire
the squares surrounding the king and ask idea in advance you naturally should try your
which are off limits. Black wouldn't be able to checks to see what they would achieve. With
move his king to the f-file because White has the rook there is one—Re7—that loses a
a rook there. The seventh rank likewise would piece. With the queen there are several: Qc4,
be made off limits by White’s other rook. The Qd5, Qd6, Qd7, Qg4. Your first preference in
only option would be to move the king to d5 sorting these is to make Black’s king move in
or d6. Either move aligns the king on the ways that you control without losing anything
same file as its rook—its loose rook. White in the process. Qc4+ allows Black to play
rushes his rook to the same file with Rd2+. Kxe5, and Qd7+ loses the queen to Black’s
The king has to move, and it can’t protect the bishop; so instead consider the safe Qd6+,
rook because it is forbidden to enter the se- where the queen takes protection from the
venth rank. White wins Black’s rook next pawn on e5. This is a snug check. Black’s
move. king can’t move to the seventh rank or to f6;
it must go to f5. See how this puts his king
This position is a vivid study in how a single and queen on the same file, making a skewer
check, carefully examined, can for all practic- a simple matter. White plays Rxf7+ and wins
Black’s queen a move later. Black will recap-
ture White’s rook with his king, but then nothing more Black can do in reply except
White will take Black’s bishop with his move his king and allow RxR.
queen.
An initial lesson of the position is something
we have seen once or twice before: you don’t
always have to get behind the king to skewer
it; skewers along the back rank also are possi-
ble. You also can see here an illustration of
the varied powers of coordinated rooks. First
one of them provides cover for the other, forc-
ing the king from the seventh rank down to
the eighth; then one is sacrificed on b8 to
clear the way for the other to take its place,
giving the skewer.

Dg718: White to move

Dg718: You have doubled rooks on the b-file


and a bishop bearing down on c8. It’s hard to
find a mating possibility, but all this power
focused on the king still gives you the upper
hand; your threats may be enough to allow
you to push your opponent’s pieces around,
especially his king, and thus create a tactical
opening. Start in the usual way by looking for
checks. There's just one: Rb7+. The king has
to leave the seventh rank and can’t go to the Dg719: White to move
sixth, so Black plays it to d8. White naturally
might like to mate by dropping his rook down Dg719: Ever mindful of the enemy king, its
to b8, with the thought of then playing the constraints, and any of your pieces that attack
other rook to b7; but Black's knight on c6 it, you see that you almost have the makings
guards b8, and anyway the king would be able of some sort of mate with the rook and bi-
to slip away onto e6. shop. Almost—but Black’s rook guards the
back rank, his bishop guards f8, and his king
The important thing is to avoid being discou- has escape routes. Still, a mating threat that
raged by the failure of the mating idea and to doesn’t quite work may still contain enough
focus on the side effects of the Black king’s power to force a tactical gain by pushing
movements: as it jumps around to escape Black’s king around. The standard inspection
checks, it may move on and off of lines occu- of any checks White can give turns up Rf7
pied by its other pieces and so create chances and Rh1. Rf7 lets the king slip away to h6.
to take them. Thus when Black plays Kd8 he Rh1 is different, though; with the dark di-
moves his king onto the back rank with its agonal forbidden to Black’s king by the bi-
rook at h8, which is loose. White thinks of shop on c3, he has to move his king to g8—in
dropping a rook onto the same line for a line with his loose rook on d8. Now White is
skewer. First the skewering square must be able to play his rook to h8, with the bishop on
examined, and we see that Black guards b8 c3 furnishing cover. Black has to move his
with his knight. But we know that when you king off the back rank and allow White to
have doubled rooks you can use the first to play RxR, another little study in the back rank
exhaust the enemy’s defensive resources and skewer.
then follow up with the second; so White
plays Rb8, and after Black plays NxR White
has RxN+, reestablishing a rook on b8 with
4.5.07. There are subthemes that also help narrow the
Working with Multiple Checks. process of studying check after check. Focus
first on checks that tightly control your oppo-
nent’s replies, and especially those that force
the king to move. And keep in mind not only
your piece that gives the first check but any
other pieces or pawns in the king’s vicinity
that might add checks of their own—or a
skewer at the end.

In example to the left, White has a powerful


battery on the a-file, so imagine the conse-
quence of driving both pieces through to the
back rank: 1. Qa8+ is answered with BxQ;
Dg720: White to move and now follow through with more checks: 2.
RxB+, Kc7—and Black’s king and queen are
Dg720: Now the fun part. We have seen that a aligned on the seventh rank, making the
check sometimes will force the king into line skewer easy. 3. Ra7+, K moves; 4. RxQ.
with one of its own pieces, allowing a skewer White has traded queens and won a piece.
on the next move by the same piece that gave
the first check or perhaps by a different one. The thought of a skewer probably wouldn't
The principle can be extended, of course; come to mind right away in this position. To
sometimes a first check has to be followed see it you need to play with your checks, push
with a second or third or fourth that continues through the discouragement of the big materi-
to push the king until at last it is forced al loss on the first move, and notice the
against its will into a skewer. Those patterns alignment of king and queen that results from
will be our focus in this section. Black’s second move. It is natural at first to
think of a battery like the one White has on
The patterns considered here are reminiscent the a-file here as mostly a mating tool, and
of the positions requiring multiple checks in thus to turn attention away from it when you
the chapter on queen forks. The habit in- see that the enemy king escapes; but often the
volved has immense value: examining not payoff of pressure against the king is the
only any checks you can give, but every chance to unleash some other tactic made
check you then would be able to give after possible by its attempts to escape.
your opponent’s response (and every check
you then could give, etc.). But chasing out all
of these possibilities can take a long time, so
it is much more efficient if your pursuit of
checks is guided by ideas. As you see what
you can do to the enemy king—what is possi-
ble in the way of engineering—you also see a
visual pattern coming into view—an idea.
You play back and forth with the idea and the
forcing moves until those checks are being
used to try to achieve a clear goal. It might be
a fork that becomes possible once the king is
on a square that your queen can attack while Dg721: Black to move
also going after a loose piece; or it might, as
in these positions, be a skewer that becomes Dg721: In this one the idea, at least, should be
possible once the king is lined up with its visible from the start; as long as you are care-
queen or with a loose piece. ful to look for alignments between White
pieces, you can't fail to see his king and queen
on the same rank. A skewer comes to mind— There are more examples of both themes to
but how? Black cannot yet maneuver his come.
queen—his only plausible piece for the pur-
pose—into position behind White's king. Yet
with well-placed checks miracles sometimes
are possible, and here the needed miracle
would be minor: some combination of push-
ing White’s king toward his queen and getting
Black’s queen on the other side of them both.

The only checks Black can give are with his


queen, but there are several: Qe1, Qf1, and
Qg1; Qb2, Qc2, and Qd2; Qe3; and Qf4.
These don't all require much analysis, of
course. Several of them lose the queen right Dg722: Black to move
away, and others, such as the checks on the
first rank, drive White’s king up the board Dg722: Black again has lots of queen checks
where it has lots of room to run and Black is he can consider, but it will be more efficient if
likely to lose control over it. Most promising, you look for White pieces lined up together or
then, is Qf4+: safe for the queen, and since it other patterns that can guide your experi-
pressures the king from above it keeps the ments. White’s king and queen once more are
escape options for it narrow—especially in on the second rank. These are the making of a
conjunction with the bishop on d3. White’s possible skewer even if Black obviously is in
only reply is Ke1 (if he plays Kg1, Black no position to impose one yet. White’s king
mates with Qf1). The mission is partly ac- would need to be pushed out at least two
complished: Black’s queen has gotten behind squares, and Black’s queen would need to get
White’s king. Now the alignment of White’s behind it. On the other hand, Black has a
king and queen must be restored. Black uses queen and bishop both close to White’s king,
the safe check Qf1+, where the queen has and as we just saw this may be enough to al-
protection from its bishop. This forces the low you to control its movements with some
king off the first rank and back onto the precision. Play with your checks and see what
second one: Kd2. The skewer has been pre- can be done. Since we’re trying to drive the
pared. Next for Black comes Qxg2+; the best king away from the side of the board, a check
White can do is play KxB and allow his queen on the h-file is indicated: Qxh4+, requiring
to be taken. (Notice that instead of Qxg2+ White to play Kg1. (Notice how Black’s bi-
Black can play Qe2+ to try to protect his bi- shop again seals off other flight squares.)
shop. But then White moves his king to c3 Next? Keep taking advantage of the bishop by
and will take the bishop anyway after Black sidling the queen up closer to the king: Qh1+.
plays QxQ.) The king is forced onto f2, and the pattern for
the skewer is in place: with a pair of queen
If you are more than a check away from ar- checks Black has moved White’s king over
ranging a skewer—if, as here, you need to two squares. Now he can play Qh2+, and
push the enemy king around more extensively when White’s king moves off the second rank
to get everything into place—your queen of- his queen is lost. Black’s bishop plays the
ten will have to play an important role. Its same dual roles here that it did last time.
flexibility of movement allows it to inflict
successive checks from different angles that Dg723: This one is tougher because at first
are very useful. But usually you also will need glance the idea of a skewer probably wouldn't
another piece as well to play the sorts of roles suggest itself at all. White’s king is two ranks
the bishop did here, such as cutting off some away from its queen. More likely you would
of the king’s flight squares and providing have to experiment with checks and see that
cover for the queen as it gives snug checks.
one of them, Qh1, causes White's king to of queens leaves White’s king a little more
squirt down and over onto g3. exposed, but Black’s rook is on the wrong file
to be able to deliver a classic rook-and-bishop
mate at e1. Still, examine Black’s checks in
this resulting position and again there is just
one: Rd1+. This forces White’s king up onto
the second rank, onto e2—and into line with
his rook, which is loose. Now the idea is
clear; the checks have forced an alignment of
White’s pieces, perhaps unexpectedly. This
calls for a skewer. Black now is able to get
mileage after all from that bishop on b4, as it
allows his next and final check: Re1+, mov-
ing the rook next to the king with protection.
Dg723: Black to move The king moves, and now comes RxR, win-
ning a rook.
The idea of the skewer should begin to come
into view then, as the position starts to look When you push the enemy king around, be
like the previous ones. Might Black force the mindful of skewering possibilities in every
king further down and over onto f2? It seems direction—vertical, horizontal, and diagonal.
hard because Black’s queen doesn’t have a
bishop this time to furnish cover as it delivers
close-up checks. But remember that other
pieces can chip in with checks of their own.
Other pieces—or pawns. Black plays h5-h4+,
and this time the queen is the piece providing
cover. White's king is forced to f2. The usual
pattern for the skewer has been perfected.
Black plays Qh2+ and wins the queen next
move.

Dg725: Black to move

Dg725: As usual in these positions, you likely


wouldn't be thinking of a skewer right away;
you would be worrying about White’s threat
of Qxg7#. No matter how dire the threat,
however, remember: inspect your own
checks; so long as you are playing checks
your opponent probably will be kept busy and
won't be able to play threats of his own. It
Dg724: Black to move doesn’t always take long to inspect those
checks, either. Here Black has just one—
Dg724: Black has some pieces poised for ac- Qh1+. White’s only move is Kg3. Now it
tion against the White king’s area, but the starts to get interesting, as White’s king is
king seems safe enough because it is pro- pushed toward the f-file where his queen sits.
tected by its queen and because Black can’t What checks then would be possible? The
quite coordinate his pieces to deliver mate. appealing one is Qxh3+, where the bishop
Again, before the idea can emerge you proba- serves its familiar dual purpose of protecting
bly will need to experiment with Black’s the queen against KxQ and also limiting the
possible checks. There is only one: QxQ, to king’s flight squares. The king has to go to f4.
which White must reply KxQ. The exchange
The kernel of the skewer is in place, and in- A lesson: notice the astonishing power of the
vites one last check: Qf3+, made safe by the queen in an open position. Its ability to run
protection still supplied by the bishop. the length of the board in one move, and to
White’s king moves and his queen then comes attack from different angles, enables it to give
off the board. surprising checks with devastating results and
makes it especially formidable late in the
Dg726: White’s offensive resources are li- game. Once many of the pieces cleared off the
mited to a queen and knight, which don't seem board, you also are more likely to find an
likely to be the makings of a decisive attack enemy target that is loose, which is important
on an open board like this. But skewers flou- when you are using the queen as a skewering
rish in such a climate. Work with your tool; only loose targets will do, because the
checks. White has two with his knight, both queen usually is too valuable to trade away.
of which merely lose the piece. So consider
White’s three others with his queen: Qh3,
Qxg6, and Qd7. Qxg6 loses the queen; Qh3
causes Black to move his king to g8, and
since White has no safe check to use as a fol-
low-up, the results are inconclusive.

Dg727: White to move

Dg727: Another challenging one. White ap-


pears to be overmatched; he is down a piece.
But he still has his queen, which we know can
do wonders on an open board like this. Skew-
Dg726: White to move ers are especially suited for such positions
because they take advantage of pieces that
The most interesting possibility thus is Qd7+: may be aligned but far apart on the board with
utterly safe, and it forces the king to h6. (If nothing between them. White has a check
Black plays Kh8, White mates immediately with his g3 pawn that lacks a good follow up,
with Qg7.) With the king on the move, and but three others he can give with his queen.
with Black’s queen in front of it and White’s The safe one is Qe8+. Black’s only reply is
queen now behind it, a skewering idea comes Kg5 (notice the crucial work White's pawns
into view. do in sealing off flight squares). What next?
With imagination an objective comes into
Keep working with checks. White can play view: get the king onto the long, dark-squared
Qg7+, and here the knight serves the same diagonal with its queen, then skewer them.
purposes the bishops did in earlier examples: Checks from behind with White’s queen tend
it provides cover for the queen and cuts off to force the king south toward White’s pawns,
flight squares for the king. The king’s only which doesn’t help. So now use one of those
legal move is to h5. Just keep nudging it with pawns to do the checking: f3-f4. This gives
checks. White plays Qh7+, and where can Black two choices: he can move his king to f6
Black’s king go? Only to g4, as White’s or g4. If Kf6, the kernel of the skewer is
knight seals off g5. Now Black’s king and made; White plays Qh8 and wins the queen a
queen are aligned, and White is ready to play move later. If Kg4, what should White do?
Qxg6+. The king moves, and White wins The obvious: keep asking what checks he then
Black’s queen with a skewer.
could give. One of them is Qe2—mate, sur-
prisingly enough.

Pawns near the enemy king can be easy to


overlook when you are busy focusing on your
attacking pieces; but pawns, too, can play a
key role not only in cutting off flight squares
but in delivering checks.

Dg729: White to move

The natural next one would be 2. Qh8+, forc-


ing Ke7. Now you imagine 3. Qxg7+, execut-
ing the skewer—and see that Black puts out
the fire with NxQ. The problem is that the
skewering square is guarded, so now you
back up and think about pausing to take out
the knight with 3. RxN. There is a little prob-
Dg728: White to move lem with that move, though, too. Since it’s not
a check, it gives Black time to move his
Dg728: Most of the skewers we have been queen; and since White would have just
studying have used the queen; this one is an cleared his rook from f3, Black would have a
exception. We know the White rooks on the particularly attractive option: Qh1#, ending
same file create a powerful battery. One rea- the game. It would be quite different if
son is that they can push around a king: one White’s RxN gave check and thus held on to
drives the king off of its rank while the other the initiative. Ah, but RxN does do that if
provides cover or seals off other ranks. Begin White plays it a move sooner when Black’s
with a check, of course, and there is only one king still is on f8. It goes 1. Qh7+, Kf8; 2.
that keeps the battery intact: Re2+. Black’s RxN+, e6xR—and now the rest works fine: 3.
king must evacuate the second rank. If it Qh8+, Ke7; 4. Qxg7+, Kd8; 5. QxQ. (If Black
moves to the third rank, White imposes an replies to RxN by moving his king instead of
immediate skewer with Re3+. If the king in- recapturing, the sequence goes a little diffe-
stead moves to the first rank, White continues rently: White brings his rook into the act on f7
with another check: Re1+. This drives the a couple of moves later; soon he uses it to
king back up to the second rank. Now White’s pick up Black's queen, with an eventual
second rook drops down to e2, and both the forced mate.)
first and second ranks are off limits to Black’s
king. It must move to the third rank, creating The position is a study in the value of work-
the kernel of that same skewer. Now White ing with checks at every turn. It also illu-
plays Re3+, and after the king moves, RxQ. strates the importance of staying conscious of
your opponent’s threats and the trouble that
Dg729: Consideration of 1. Qh7+ is obligato- can arise if you give him an unforced move to
ry; it’s a safe check with the queen, and such play in the middle of a sequence you are
moves often force useful changes on the planning. On a more visual note, this is a po-
board. In this case it pushes Black’s king to sition where the possibility of a skewer should
f8. You see Black’s queen over on b7 and be evident to you fairly quickly just from the
thus wonder whether any succession of layout of the pieces—the Black king and
checks you can give might produce a skewer. queen arrayed like this, with White’s queen
able to slip in behind the king. A possibility,
not a certainty, of course; there are a hundred
ways it could have failed if the surroundings The reason Qh3 looks so strange is that it
were a little different—if White’s rook had leaves the rook en prise to Black’s king;
been on e3 instead of f3, etc. But if you at Black’s obvious move is to simply play KxR,
least can see the idea early it will help direct ending the threat. But if you picture the posi-
your thinking along useful lines that may turn tion that results from these moves, perhaps
up the tactic. you can see why White allows it: now Black’s
king and queen are on adjacent ranks; the
Dg730: Here is a slightly different sort of king can't advance any farther up the board
position. It begins not with a check but with because of White’s pawn on g5; and White’s
an observation. White has a rook on the se- queen now has a clean shot down the h-file.
venth rank, a great position. These elements suggest a possible skewer on
the back rank of the kind we have seen recent-
ly. White thus plays Qh7+, forcing Black to
move his king to e8 or f8. With Black’s king
and queen now aligned again, Qh8+ skewers
them and wins the queen next move.

The lesson is to make sure you are not so dis-


tracted by your battery on the f-file in a posi-
tion like this that you do not see a critical vul-
nerability in Black’s position: the alignment
of his king and queen on the back rank. This
should cause you to think about a skewer,
Dg730: White to move which would be decisive even if achieved at
great cost. The possibility becomes more
In addition to threatening to wipe out Black’s plausible when you see that the h-file is open.
holdings on that rank, the rook also threatens You can afford to let the rook go if it will
to support attacks against the king if another enable you to get your queen down the h-file
White piece—the queen—can be added to the safely and effectively, which you can do here
seventh rank and serve as part of a battery with a threat that makes Black’s reply easy to
there. So in addition to looking at what he can forecast.
do on the f-file where he already has a battery
of one sort (but with attacking possibilities 4.5.08.
that are inconclusive), White should think Getting the Skewering Piece to the Skewer-
about trying to convert these assets into a ho- ing Square.
rizontal battery on the seventh rank. A typical
way to do this is by moving the rook over to Sometimes the square your skewering piece
make room for the queen to come down the needs to reach is guarded. The techniques for
board, but that would be impossible to do coping with this really are no different than
effectively here. Another method—and the the methods for loosening a forking square, a
winner in this case—is to move the queen pinning square, or any other square you need
over preparatory to dropping it down. Thus to make safe, but it will be useful to see how
White plays Qh3 or Qh1, looking forward to they look in this context. Here we also will
Qh7—and notice that this will be mate unless consider some related issues: cases where
something changes. In a sense Qh3 is nothing your piece finds its path to the skewering
more than a type of mate threat we have seen square blocked, or where its guardian’s path
many times before, with White adding an at- to the skewering square is blocked.
tack by his queen to a square next to the ene-
my king that he already attacks with one of Remember: if the two enemy rooks are on the
his other pieces. same diagonal, they're poised to be skewered.
it's foiled by the Black rook on a8. White can't
take out the rook, but there are other ways to
get rid of a defender. One is to take something
else the defender protects, thus prying it away
from the primary target. So ask what else the
a8 rook defends, and you are drawn to the
rook on b8—which you can take, with RxR+.
White plays that, Black replies RxR, and now
the board is safe for White to play Qa6, ske-
wering the two knights that both now are
loose. He will win one of them on the next
Dg731: White to move move.

Dg731: Thus in the frame to the top the ar- A first thing to take away from this case is the
rangement of Black’s rooks looks inconspi- queen’s ability to jump behind two enemy
cuous, but since neither of them can afford to pieces to skewer them. Second, the position
be taken by a bishop they are inviting prey. illustrates a general skill at the chessboard:
White reaches for his dark-squared bishop to rather than concluding that there isn’t a skew-
play it to a5. But there is a complication: the er, concluding that there almost is; seeing a
square is protected by Black’s queen. How to near-possibility, so that you can start using
cope with this? The answer is easy: White your tools to make it happen. When you start
exchanges the defender away with 1. QxQ, to see a tactical idea, try to avoid saying “no,
b7xQ. Now Ba5 wins the exchange after one that doesn’t work.” Say, “that would work if
rook moves to protect the other. only…” and then see if there is a way to take
care of the “if only”.
Dg732: This one is a bit visually deceptive.
Where does White have the makings of a Dg733: Here is another “if only” position.
skewer? Not against Black’s king, clearly; nor Look for alignments in White’s camp and you
is Black’s queen on any usable lines. Look for see his king and queen adjacent on the same
loose pieces. Black has one: his knight on a4; dark-squared diagonal. Black has his dark-
and in general two knights together on the squared bishop available, and could inflict a
same line, like two bishops or two rooks to- skewer on h6 if only White’s bishop on g5
gether, often are vulnerable and should cause weren't in the way. How can Black overcome
you to think about a pin or skewer. Can White it?
get a piece onto that line?

Dg733: Black to move


Dg732: White to move
He can't capture the bishop, and it protects
At first it might not seem so; he has no way to nothing else that he can take. On the other
get a rook in front of those knights. But he hand it is loose, and indeed White has nothing
does have a way to get his queen behind he can use to defend it promptly. So threaten
them: Qa6. That's a potential skewer, though
it. Black plays Qf5, and the bishop is forced Dg735: White has firepower directed at the
to move to a square where it has some protec- Black king’s territory; the question is how
tion: Bh4. Now the skewering square is loose best to take advantage of it. What prevents
and the line is clear for Black to play Bh6+. White’s bishop and rook from converging on
White’s only way to save the position is to the square next to the king? The pawn on b7.
interpose his knight on f4 (always check for Or you might see that White has no checks
interpositions!), but then Black takes the and that his only capture of a piece is BxB. Or
knight with his e5 pawn, winning a piece. you might have seen that Black’s rook is
loose, and that Black’s king and rook form the
kernel of a back-rank skewer that White can
exploit if a clear path can be manufactured for
his rook to use to reach b8.

Dg734: White to move

Dg734: And then there are positions where


you can't loosen the skewering square but
where this isn’t as important as it seems. Dg735: White to move
Where does White have a skewer this time?
Of course you see the alignment of Black’s One way or another you are led to consider
king and queen and so imagine Qa3. It would BxB for White. If Black recaptures b7xB,
be easy to dismiss the idea almost immediate- White now has a new check to consider:
ly because there seems to be no room for your Rb8+—a skewer, since after Black moves his
queen; a3 is guarded by Black’s king. But that king White plays RxR. It's a little study in
capture by the king would, among other clearing the path to the skewering square.
things, be a forced move (if Black wants to
avoid QxQ). Anytime you would lose a piece
to the enemy king, ask what the king’s new
square would mean to the position. The first
way to ask that question as a practical matter
is by considering what checks would be poss-
ible against the king in its new position—
here, on a3. There would be two: Nc4, which
Black can escape with Kb4, and Nc2—which
is mate! When the enemy king is in traffic, as
Black’s king is here, it is especially important
to see whether any checks against it may be
unexpectedly effective. Dg736: Black to move

Do not dismiss ideas too quickly because they Dg736: We see here the telltale arrangement
seem not to work. Ask why they would not of White’s rooks adjacent to one another on a
work, and what the board would look like if diagonal, a configuration that lends itself to a
they were to fail. bishop skewer. If you catch that pattern, the
position boils down to the logistical problem
of getting your light-squared bishop from b7
to f3 where it can run through the rooks. The of pawns that obstruct the paths of your piec-
impediment to Bf3 is Black’s own queen on es. But White does have a dark-squared bi-
d5. With the obstacle identified we know shop on a3 that is outside his pawns, and
what to look for: a move by Black’s queen Black has the alignment of queen and rook—
that will create a threat to White grave enough and on a dark-squared diagonal—that we
to require him to spend a move fending it off, have seen can form the basis of a skewer. So
thus allowing Black to play his skewer next Bxd6 is the idea, and of course it might just as
move. A check would be best, but Black’s well have been seen by methodically looking
queen has none. What can it do to threaten at any captures you can make.
White’s king?
A piece that runs a skewer through the enemy
Study the king’s position and vulnerabilities, queen, like a piece that pins the enemy queen,
including restrictions on its range of motion. needs protection to prevent the enemy queen
It's trapped on the back rank, and Black finds from gobbling it up. After Bxd6 White’s bi-
an avenue there with Qa2, threatening the shop would have none, so White asks if he
back-rank mate Qa1. White is obliged to can add a guard to that square. He seems to
avoid it, probably by creating a flight square have no way to safely move a piece into posi-
for his king: c2-c3. But now the distraction tion for the purpose, but consider also what
Black created has bought him the time to play you already have aimed at the square that
Bf3, taking a rook next move and winning the might be brought into play by moving things
exchange. out of its way. Here White has a rook pointed
at d6. Granted, there are two pawns in its
In reply to Black's Qa2, White could also way, one White and one Black. But a pair of
create a flight square for the king with a move pawns like this, two ranks apart and especial-
like Qe3, which seems to have the advantage ly in the center, sometimes can be removed
of also guarding the skewering square, f3, with a single exchange. Thus White removes
where Black wants to land his bishop. But his own pawn from the d-file violently with
notice that Black's f8 rook guards f3, making d4xe5. If Black replies d6xe5, suddenly both
it a safe place to put the bishop anyway. pawns are out of the way and the path of the
rook—White’s guardian of the skewering
Dg737: The clustering of Black’s pieces square—is clear. White plays Bxd6 and wins
makes skewering possibilities harder to see the exchange after Black’s queen moves.
than if the targets were aligned with plenty of (And if Black allows you to play d4xe5 with
space between them. impunity, that's fine, too.)

4.5.09.
Consolidating Excess Enemy Pieces.

With skewers as with pins, it sometimes hap-


pens that there are too many enemy pieces on
a line: a skewer requires two of them, but in-
stead there are three or four. The first impor-
tant thing is to see these cases when they
arise, and to notice the possible skewers de-
spite the distracting extra men in the way. The
second important thing is to know how to turn
Dg737: White to move these situations into skewers that work. Again
the techniques are familiar; only their applica-
You can simplify analysis by viewing the tion in this setting will be at all new.
Black position in light of whatever offensive
pieces you have positioned to attack it—a Dg738: Turning to the diagram, observe that
significant limitation, since the center is full Black has three pieces on the d-file. This sug-
gests a possible pin or skewer, especially in plays RxB; Black recaptures KxB, and now
view of a second point: White not only has a Bb5 gives check and takes the rook on e8
piece aimed through them on d1, but has two after Black’s king moves. (If the rook weren’t
other pieces on the back rank; this is impor- loose, the sequence would be a wash.) Inci-
tant because it means the piece on d1 is ex- dentally, RxB was White’s only capture at the
pendable. If it is sacrificed the rook on c1 can start of the position; and after Black replies
take its place in the manner we've seen in our KxB, Bb5 is one of only two possible checks.
earlier work with coordinated rooks. So the position comes apart easily enough
using the traditional method of examining
checks and captures and the follow-ups to
them. This nevertheless is a case where the
visual pattern on the board is apparent enough
that just seeing it is probably the most effi-
cient way to conjure up an attack on Black’s
position.

Dg738: White to move

Thus White can simplify matters with a cap-


ture: he plays RxN and Black replies QxR.
With this small and temporary sacrifice of the
exchange White has created the kernel of a
skewer; now with Rd1 he forces Black's
queen out of the way, and once it moves it has Dg740: White to move
no way to guard the rook. The d8 rook thus is
left loose, so now White plays RxR+ and nets Dg740: Start by noticing two facts: Black’s
a piece—the knight he captured at the outset. king and queen abut one another on the d-file;
and the d-file is half-open, meaning that
White has no pawns on the line and so can
place a rook or queen on it and attack whatev-
er lies at Black’s end. The hard and important
thing is to avoid being distracted by Black’s
pawn on d6; it is an obstacle to executing a
skewer, but mustn't be an obstacle to seeing
the potential for one. The objective is clear:
get the pawn off the file. How? The usual way
to clear a pawn is to take something it pro-
tects. Thus White plays RxN; and if Black
replies d6xR, Rd1+ has become a working
Dg739: White to move skewer, winning the queen when the king
moves. White ends up with a knight and
Dg739: First pattern to see: Black has three queen in return for two rooks. Again, RxN
pieces on the same light-squared diagonal, was White’s only capture, and Rd1 was
including his king. This suggests a possible among his only checks afterwards (all of
pin or skewer, especially when you see that which were on the d-file in any event). So
your light-squared bishop is ready to go to b5. faithful use of first principles leads to the
Three Black pieces is too many, though, so same outcome.
White simplifies them in the same fashion
seen in the previous frame: with a capture. He
Dg741: Be alert at all times for alignments the h4 pawn when it administers the skewer.
between your opponent's pieces (as well as The issue the pawn on g5. An enemy pawn
your own). A look at Black’s position here that clutters the line you need generally can
turns up a few of them, the subtlest and most be cleared in either of two ways: you can take
interesting of which is the alignment of something it protects, inviting it to recapture
Black’s king and his rook—which is loose. and leave its square; or you may be able to
capture the pawn directly if the recapture will
be performed by one of the enemy pieces you
mean to skewer. Here as in the previous ex-
amples the former method is the one that
works. The g5 pawn protects Black’s knight
on f4, so White plays RxN+. If Black recap-
tures with g5xR, White has the skewer Bxh4+
and takes the rook next move, winning a piece
and a pawn.

Dg741: White to move

The pieces are on a dark-squared diagonal,


and White easily can get his dark-squared
bishop to g3; so the possibility of a skewer
comes into view. The pawn on e5 is the only
impediment, and so must be cleared away.
How? Again, with a standard capture of a
piece it protects: White plays NxN, and if
Black recaptures with e5xN, White has the Dg743: White to move
skewer Bg3+. He then wins the rook after
Black’s king moves. Dg743: You are trying to gain sensitivity to
aligned pieces on files and ranks and diagon-
als. This time you naturally see the king and
two other pieces clustered here on the fifth
rank. You also see that White has two rooks
on the b-file. Neither of these facts leads to
anything decisive yet, though, particularly
since the bishop and rook both are protected
by pawns. So look harder at the Black king’s
lines and see that his rook on c2 is aligned
with it. Once more the key fact is that the
rook is loose, making it more vulnerable than
Black's other pieces to tactical strikes. Is
Dg742: White to move White in position to conduct operations on the
c-file? Yes; not only does he have rooks ready
Dg742: Again the more obvious alignment is to move there, but one of them is behind
between Black’s knight and king; but push Black’s king, which is out toward the middle
beyond it and spot the less obvious but more of the board where skewers most easily can
important alignment of Black’s king and occur. In fact White could play Rc8 right now
rook—his loose rook. True, the diagonal on and win Black’s c2 rook a move later if Black
the other side of the king is occupied by two didn’t have a pawn on c6. How to eliminate
Black pawns (at h4 and g5). So go to work on the pawn? The usual way: take something it
them. You see that your bishop on f2 can take protects. Here it guards Black’s bishop and
rook but only has exclusive responsibility for protects nothing, and anyway that method
the bishop. So White plays Rb3xB+. If Black works best when you want to draw a pawn off
recaptures with c6xR, the c-file has been sim- of a file rather than a diagonal.
plified and White now has Rc8+, skewering
Black’s king and rook and winning a piece.
(He trades a rook for a rook and a bishop.)

Dg745: White to move

Better to just capture it and invite a recapture


Dg744: White to move that consolidates the line down to two Black
pieces. White can take the irritating pawn
Dg744: You see right away that Black’s king with a pawn of his own via c5xd6. Indeed,
and queen are aligned. You see that White’s you see that this would be a pawn fork of
bishop is aimed through them. You see that White’s queen and knight. To avoid the loss
there is a Black pawn in the way. The ques- of a piece Black has to play Qxd6. Now
tion is how to get rid of it. You can’t take comes White’s Be5, and Black’s queen and
something the pawn protects because it rook are skewered. Black moves his queen
doesn’t protect anything. On the other hand, over to b6 so that it can recapture after White
you do have another piece—your queen— plays BxR, but White still wins the exchange.
which can do whatever the bishop can do. So
this pawn can be handled in direct fashion:
just take it. White plays Bxf6+, and after the
recapture KxB White’s queen has room to
take over the skewer with Qh4+. Once
Black’s king moves, White plays QxQ and
wins. Notice that in addition to removing the
pawn, White’s initial Bxf6 has the effect of
drawing Black’s king forward so that it no
longer can protect his queen. This is a useful
idea that we will consider in more detail in a
little while (see dg748).
Dg746: White to move
Dg745: Do you see a vulnerable pattern in
Black’s position? Where does he have pieces Dg746: Sometimes a skewer is nowhere in
aligned? His queen is in front of his rook on sight at the start of a position; you have to see
the same diagonal, a pattern that we have seen that it will emerge during a sequence you can
can often yield a bishop skewer that wins the force. Here White is behind in material and
exchange. White has a bishop on c3 that can has no checks that lead anywhere. But he sees
get to the diagonal easily enough and would a weakness in Black’s position: the rook
have protection on e5 from the knight on f3. trapped in the corner. The natural thought is
Most of the elements of a skewer thus are in to attack it and see what would happen, so
place, but there is a pawn in the way on d6. White imagines Qd5. The rook can’t move, so
White can't take anything it protects, for it Black has to interpose his knight with Nc6.
Now imagine the board with those changes
and notice their consequences: the knight has Now White takes a fresh look at any checks
left behind just a king and rook on Black’s he would have and sees that Qh7 would be
back rank, and White’s queen has moved into checkmate. All right; suppose Black sees this
position to drop safely to g8. These are the and so instead replies to NxN by recapturing
makings of a skewer, as would be obvious if with f6xN. Again take a fresh look at your
that resulting position were set in front of you checks and their consequences. This time
in the first instance. After White’s 2. Qg8+, Qh7+ isn't mate; it forces the king to f6,
Black has to move his king to e7 and lose the where it is safe—momentarily. But when you
rook. see the king move you look at the lines run-
ning through its new square, and here notice
The lesson is to be alert to whether any se- that Kf6 puts the king on the same rank as its
quence you can force might clear lines be- queen. White then has the skewer Qxh6+.
tween the enemy king and other enemy piec- After Black moves his king, White takes his
es, setting the stage for an unexpected skewer queen.
or pin.
This position is included here because it in-
volves clearing a pawn from between the
enemy king and queen as well as moving the
enemy king into line with its queen. The
clearance of the pawn occurs first as a by-
product of NxN, but it might have occurred
after the king was nudged into position if the
board were arranged a bit differently. The
important point is just to see how these
themes involved in creating skewers can be
combined.

Dg747: White to move 4.5.10.


Preventing the Middle Piece from Guarding
Dg747: Now combine the present theme with the Target.
an earlier one: checks that force the enemy
king and queen into line with each other. Note Sometimes when the middle piece in a skewer
that White’s queen is under attack by Black’s jumps out of the way of your attacker, it can
knight. What to do about it? You can move move to a square where it protects the piece
the queen or take the knight. When you think behind it—the piece you were hoping to take.
about queen moves you start with any checks This isn't necessarily fatal to the skewer’s
it can deliver, and here there are two: Qg6 and success; we have seen cases where the ske-
Qh7. White is operating with a battery of bi- wering piece is a bishop and it can turn a
shop and queen on the diagonal, which makes profit by taking a queen or rook regardless of
the queen secure on either square against cap- whether they have protection. But a skewer
ture by Black’s king. But it doesn't make the delivered by a queen usually will be worth-
queen secure against capture by a pawn, as while only when the piece targeted by it is
would occur if he played Qg6+. And if he loose. In those cases an otherwise fine skewer
plays Qh7+, the queen is taken by Black’s may be ruined if the middle piece can move to
knight. protect the rear one, so we need techniques to
prevent this from occurring. They are consi-
So now the next thought: perhaps taking the dered here.
knight is the best way for White to get rid of
his problems after all; and since NxN is Dg748: This first position illustrates the prob-
White’s only possible capture of a piece, con- lem in insoluble form. Black’s rooks are ar-
sideration of it is compulsory in any event. ranged in a pattern that should be immediately
Black's first reply to examine would be h6xN. recognizable as a setup for a skewer. White’s
queen can run through them by moving to c4. play Kg7. He can't, because g7 is under attack
Is the skewer sound? by White’s h6 pawn. Instead Black’s king
will have to move to e7, allowing the clean
win of a piece with RxB.

Dg748: White to move

No, because when one rook moves out of the Dg750: White to move
way it can protect the other; thus Black can
play Re6-f6, and now if White captures he Dg750: Black has a king and queen adjacent
would be trading his queen for a rook. It to each other on a diagonal. The position
would be okay if White were using a bishop, seems to call for a skewer, and would be easy
but since he only has a queen for the purpose if White safely could run a bishop through the
the skewer doesn't work out. two Black pieces; he would be happy to trade
his bishop for a queen. But if the bishop goes
Dg749: Now a position where the same sort to e5 it gets taken by Black’s king, and if
of possibility is a non-problem. Where does White’s queen instead goes to the needed di-
White have a skewer? agonal Black plays Kc6 and White can do no
better than a trade of queens. White needs a
way to pry Black’s king and queen farther
apart before his own queen skewers them, so
that Black’s king can't make it back to pro-
vide protection. How to achieve this? By
playing those skewers just described in suc-
cession. First comes Be5+, which requires
Black to play KxB. Now that the king is two
squares away from its queen, the skewer with
White’s queen (Qf4+) works fine, thanks to
the protection furnished by the pawn at g3.

Dg749: White to move

Look for aligned Black pieces and see that his


king and bishop are set up for a skewer on the
back rank; White’s rook can do the job with
Rc8+. But since the skewering piece (the
rook) is less valuable than the targeted piece
(the bishop), the move only works if the bi-
shop is loose and will stay that way. So White
has to worry that Black will reply Kg7 and
thus protect the bishop with his king. The
worry is only momentary, however; the first Dg751: White to move
thing to inspect is whether Black can in fact
Dg751: You see Black’s king and queen on Black go from here? He examines every
the seventh rank, of course, and realize this is check. There are two: QxR and Qxg3. Qxg3+
an opportunity; if there is a way to make a pin seems safer, but QxR+ is the stronger move.
or skewer out of these materials, you must Imagine White’s recapture KxQ and interro-
find it. White’s Rc7 fails to create a working gate the resulting position. The exchange
pin because the rook has no protection against would leave behind a striking pattern: White’s
QxR. But an examination of every check king and queen would be one square apart on
White can give turns up Qxh7+. This has the same rank; Black’s rook would be ready
great promise, as it seems to skewer Black’s to drop down to h1 for a classic back-rank
king to his queen. The hitch is that the king skewer. Need Black worry that when White’s
can move to e6, giving the queen protection. king moves, it still will be able to protect his
(A king and queen with one square between queen? Not this time. The king will be re-
them often will present this problem.) White quired to leave the back rank and will not be
needs to stretch the two Black pieces a little able to reach the preferred square—e2—
farther apart. Last time we saw this done by because one of his own pieces already occu-
attacking the king, causing it to move farther pies it. Instead the king is squeezed up to g2
from the queen; this time we can try attacking (f2 is attacked by Black’s knight), leaving his
the queen first, causing it to step away from queen loose and exposed to capture by
the king. White plays Rc7, and as noted above Black’s rook. Black wins a rook with the se-
Black must play QxR to save his queen— quence.
which then, however, has been moved beyond
the reach of his king. Qxh7+ now skewers and
wins Black’s queen in trade for the rook
White sacrificed.

Notice a key point about these preliminary


attacks used to drive apart the pieces meant to
be skewered: in each case the attack has been
made on the same line as the planned skewer,
thus requiring the enemy piece that performs
the recapture to stay on that line and preserve
the alignment that makes the tactic possible.
That isn’t always how it has to work, but it Dg753: Black to move
often is.
Dg753: You should have no trouble seeing
the concept for Black here: White’s queen and
rook are aligned on the e-file, and the queen is
the rook’s only guard. This should be enough
to cause you to play with a skewer; if Black
could attack with his rook on the e-file—and
he already has a rook there, ready to attack if
his bishop moves out of the way—White
would have to move his queen out of the way
and allow White to play RxR. But would it
turn a profit? When the middle piece is a
queen rather than a king, of course there are
Dg752: Black to move many more ways the middle piece can leave
its square while still going to the defense of
Dg752: Observe the four White pieces lined the piece behind it. This isn’t necessarily a
up on the first rank, including his king and fatal problem. Its seriousness depends on the
queen; and see the battery of queen and rook value of the skewering piece and its target.
that Black has on the open h-file. Where does But here Black would be trying to use a rook
to a win a rook, and this only will be produc- Black’s king and seeing what is aligned with
tive if the targeted rook is loose. it—not just the bishop on b4 but the pawn on
a7. It occurs to you that the pawn can be won
So Black has to worry about moves by with a skewer: Be3+. Yet then you see that
White’s queen that will take it to safety and the pawn is protected by Black’s rook on a1.
yet protect the rook. He studies the White Does this ruin the skewer?
queen’s lines and sees one way White might
accomplish this: Qb1. Can Black do anything No. We know a few standard ways of dealing
to prevent that move? Remember that Black’s with this sort of difficulty; one which would
skewer has the structure of a discovered at- work here is to loosen the target by capturing
tack, meaning that as he unveils it he has a it and causing it to be replaced by a recaptur-
bishop move to make. Perhaps he can use it to ing piece that then has no protection. Thus
attack b1 and so make the square inaccessible White can play Rxa7, and if Black replies
to White’s queen. Indeed he can: he plays RxR White then plays the skewer Be3, win-
Bxa2, and now White’s queen has no squares ning back his rook a move later with a pawn
where it both is safe and protects the rook. to show for it. The new point to see here,
Black wins the rook next move—unless however, is that in this position none of those
White prefers to sacrifice his queen and use maneuvers are necessary—or desirable. The
his rook to recapture. (Black also has the op- pawn is as good as loose, since the pressures
tion of Bf5, likewise attacking the b1 square; against it are in equipoise from the start.
this time White’s response is QxR, again sa- White can just play Be3+, and then Bxa7 after
crificing his queen for a rook.) the king moves. If Black then recaptures RxB,
White plays RxR and has won the exchange
4.5.11. as well as the pawn.
Skewers Where Enemy Pieces are Underde-
fended. Be mindful not only of whether enemy pieces
are protected but of how they are protected
We have seen that the protection enemy piec- and whether that protection is offset by offen-
es enjoy is important when planning a skewer sive pressures you can bring to bear on them.
of them. Loose pieces make the best targets.
But as we also know from our work else-
where, sometimes a piece that appears to be
guarded actually is as good as loose because it
is attacked once as well as protected once: it
cannot survive the addition of another attack-
er.

Dg755: Black to move

Dg755: Do you see the geometry of a skewer


for Black? Look for two White pieces on a
line that one of your pieces can reach with an
attack; see that on the first rank White has a
queen and rook. Black can put a rook on c1,
Dg754: White to move skewering them with protection from the
queen on e3. But since this would be a case of
Dg754: It would be malpractice to proceed in a rook taking a rook (after White’s queen
the position to the left without examining
moves), it only works if the targeted rook is behind Black’s queen, but the queen can pro-
loose, which it isn’t. Or is it? tect the knight when it moves by going to b7.

It has protection from White’s king; then Attacking a protected knight with your rook
again, it also is attacked already by Black’s generally is a bad idea. Generally—but not
queen, so White’s king wouldn’t be able to here, because from the outset Black’s knight
recapture. Black thus should play Rc1 after already is under attack by White’s queen as
all. When White moves his queen, the coast is well. Once Black moves his queen the knight
clear for RxR or QxR+. will be attacked more times than it is de-
fended and must be lost. White’s queen does
There is a little more to say about that last dual service as guardian of the skewering
choice. Which is better? QxR+: it's a check, piece and additional attacker of the targeted
and so keeps Black in control. To illustrate piece in the rear. The simple lesson of the
the point, suppose White replies to Black’s position: when you have the geometry of a
initial Rc1 with Qh5. Now if Black plays skewer and are deciding whether it can be
RxR, White has Qe8—mate! Whereas playing made profitable, be careful to consider not
with checks wins Black the game: after just whether the enemy pieces involved are
White’s Qh5 is 2. …QxR+; 3. Kg3, Rc3+ loose or have protection, but also whether
(another check to protect against the afore- they already are under attack from other di-
mentioned mate threat); 4. Kh4, Qf2+ (still rections.
another check); 5. Kg5, Rg3+, and with care-
ful play Black has an eventual forced mate as But now let’s go beyond the simple lesson
the White king is driven into treacherous terri- and think about how the knight will be lost
tory infested with Black pawns. Assuming after White plays Rd1. If Black replies Qb7,
White sees all this, he will respond to Rc1 in White has to choose between QxN and RxN.
the first place not with 2. Qh5 but with 2. Which is better? QxN, because of how the
QxR, BxQ, accepting the loss of a queen for a board looks afterwards: White then has a bat-
rook. tery of queen and rook on the d-file, with the
queen ready to invade the Black king’s posi-
tion. Black is obliged to prevent this by trad-
ing queens—playing QxQ, and letting White
recapture RxQ. That’s fine with White, as he
is a piece ahead; his advantage gets larger as
other pieces are exchanged away. If White
instead takes the knight with his rook, he pos-
es no such threat. Black can play Qb1+ and
harass White’s king.

But Black doesn’t have to reply to White’s


initial Rd1 by playing Qb7. Another option is
Dg756: White to move Ra5, meeting White’s threat not with defense
but with a counterthreat. Black is hoping that
Dg756: Look for useful alignments between White’s queen will move to a square where it
Black’s pieces. See that his queen and rook no longer attacks the knight on d7. The threat
are lined up on the fifth rank, and that his doesn't achieve that goal, but it still turns out
queen and knight both are on the d-file. White better for Black than Qb7; instead play goes
has nothing he can do with the horizontal 2. RxQ, RxQ; 3. RxN, Rxa2 and Black has
alignment, but he has a rook available to send traded a knight for a pawn instead of giving
pressure down the d-file with Rd1. White’s up his knight for nothing. (Or it can run 2.
rook is safe there because his queen protects QxN, QxQ; 3. RxQ, Rxa2. The result is the
it, but does the move accomplish anything? same.)
The target of the skewer would be the knight
Finally, consider one other way for Black to Dg758: Two loose bishops on the same rank,
respond to 1. Rd1: he can play Nb6. Notice like two rooks on the same diagonal, often are
the appeal of the move. Again it counterat- prey for a skewer, as White has shown here
tacks White’s queen; and it also removes the by playing his rook to d6. What can Black do
knight from the d-file, preventing White from about it? Again, the first line of defense
following RxQ with RxN the way he did in against a skewer often is an interposition.
the previous paragraph. The fantasy is that Black can get a piece between his bishops and
play will go 2. RxQ, NxQ; 3. RxR, NxR—and White’s rook with Rc6. The critical point is
Black is even. Unfortunately this all fails be- that the interposing piece must have protec-
cause White replies to Nb6 with Qe8+. (When tion; else White just renews the skewer with
Black moved his knight, he inadvertently RxR and gains material to boot.
opened a line to his back rank for White’s
queen.) Now Black’s king and queen are both
being attacked; after Black moves his king, he
will lose his queen in return for a rook. So
Nb6 is a disaster, but it’s still important to
see. If his king were on h7 here rather than
g8, Nb6 would save the position for Black.
Play would go as described in the fantasy
sketched a few sentences ago. The point: a
relative skewer can be broken just as a rela-
tive pin can be broken if one of the pieces
being skewered can go make a serious enough
counterthreat of its own. And this brings us to Dg758: Black to move
our next topic.
Here Black’s knight protects his rook on c6,
4.5.12. so interposing the rook defuses the threat.
Breaking a Skewer.
There is a fancier defensive idea worth seeing
that works as well. Black can play 1. …Bf2,
launching a counterthreat; now if White plays
RxB, Black has BxN and has just traded mi-
nor pieces. The consequences of Bf2 are more
complicated than this, though, as White can
reply to it with 2. Nd3—removing the knight
from danger and using it to attack the bishop
that was menacing it. Indeed, now both Black
bishops are under attack by different White
pieces. Yet Black has effective replies to this
as well: 2. …RxBc2; 3. KxR, BxNd3 (the
Dg757: Black to move point of RxB was to clear the diagonal for this
capture); 4. RxBd3, NxRd3; 5. KxNd3—and
Dg757: White has just skewered Black’s king now the only pieces left on the board are a
and rook. Must the Black rook be lost? White knight and a Black bishop! A little
Among other things Black is confronted with more simply, at the third move Black can skip
a check, so in principle he can deal with it in KxR and play RxBa6, which gets even but
one of three ways: capturing the menacing ends the bloodletting as Black now moves his
piece, moving the king, or—the only thing rook to e2 where it is safe and can guard the
that helps here—interposing something. Bd8 bishop at f2.
blocks the skewer and (importantly) gives the
bishop protection from the king behind it. The lasting point of this messy exercise is to
see the value—and also the difficulty—of
replying to a threat by making a new threat of diagonal and so has found them skewered,
your own elsewhere. This can be a surprising this time by Black’s queen on c7. Can White
and effective option for breaking out of tac- interpose anything? No. Can he give check
tical trouble, but it often isn't for the faint of with one of the rooks? No. So what else is
heart; it can give rise to lots of complications, there? A mate threat. Remembering not to
as both threats may play out and interact with panic and to take the time to study the enemy
each other. king and the pressures he exerts against it,
White sees that he has his queen aimed at h7.

Dg759: Black to move


Dg760: White to move
Dg759: To repeat a worthy refrain: two ene-
my rooks on the same diagonal should cause If one of White’s rooks were aimed at that
you to think about skewers. That is what square, White would threaten Qxh7#. So he
White did, and as a result he just played Bf4, plays Rh3, this time moving the rear rook
bringing us to this position. Black is threat- rather than the middle one. After Black puts
ened with the loss of the exchange. He can out the fire, White moves his other rook to
put a pawn in the way at e5, but since the safety.
pawn would be loose this is a good example
of a useless interposition. White just plays Another idea for White would be Qe3, adding
Bxe5 and the skewer is renewed. What Black a guard to the rook on e5; since it’s no longer
needs is a way to seize the initiative, breaking loose, White doesn’t have to fear that Black
a piece out of the skewer with a threat that will play QxR. But this is not such a good
White has to take time to fend off. The natural idea for two reasons. The first is that Black
choice is a check if one is available, so Black wins the game immediately with Qxc2#
plays Rd1+. After White moves his king, (White’s queen was doing important defen-
Black has time to move his other rook out of sive work on d3!). But even if that weren’t an
the White bishop’s path as well. issue (imagine that the rook on c8 instead
were on b8), Black would have another a re-
Lesson: examine every check, even when you sponse of his own: Bd6, adding another at-
are under attack. And examine any checks the tacker against the e5 rook. White can't save it.
enemy can play in the midst of whatever you
are planning. This position also shows why Dg761: The situation looks unfortunate for
“relative” skewers—i.e., those not involving Black, does it not? He was caught with his
the enemy king—are, like relative pins, easier queen and rook on the same diagonal, and
to escape than the absolute variety. The pieces now White has played his bishop to d6, ske-
involved have greater freedom of movement, wering them with protection from the pawn
and so can create bigger threats to save them- on c5 and apparently ready to win the ex-
selves. change. There is no room for Black to inter-
pose anything, and he has no checks. What
Dg760: Once more a player has allowed his else could be ?
rooks to become loose and aligned on an open
squares with an attack against h2? Yes: Black
can play Ng4. Now White has to worry that
Black will play Qxh2+—and then, after the
reply Kf1, Qh1#. After White takes defensive
measures to prevent this (e.g., f2-f4), Black
has time to move his rook. White’s threat is
extinguished.

Notice that Black had another option as well:


moving the middle piece—his rook—not with
check but with a threat against White’s queen
Dg761: Black to move via Re5. The rook would have protection
from the pawn on f6. Since the threat Black
Again, a mate threat. Always remember to creates with this is larger than the gain White
consider what pieces you have trained on could obtain from following through with
squares next to the enemy king. Here Black BxN, he has to abandon the skewer in favor
has a bishop aimed at g2. If he can tear his of a retreating move with his queen like Qd1.
queen out of the skewer and attack g2 with it
at the same time, White will have to waste a Dg763: Beware of leaving your pieces lined
move avoiding the threat of Qxg2#. So Black up on the same rank. They may get skewered,
plays Qg5 and then relocates his rook on the as has happened here to Black: White saw
next move, ending the threat of the skewer. Black’s queen and knight so aligned, and thus
played his rook to c6 with protection from his
Dg762: Two enemy pieces on the same di- bishop on f3. There is no room to interpose
agonal call for consideration of a skewer by anything, and Black has no way to give check
your bishop or queen. White saw Black’s with his queen that does not lose it on the
rook and knight so aligned here, and then spot. And this time he has no mating threats.
played Bd2; now Black faces a skewer and Now what options remain?
the threat that he will lose the exchange (or, if
the rook moves, that he will lose his knight).

Dg763: Black to move

Dg762: Black to move If you are in Black’s shoes you mustn’t allow
the threat you face to distract you from your
Black’s only interposition—Qf4—is worse usual tasks, including a scan of the lines lead-
than useless. He has a check in Rxg2, but it ing away from White’s king. In this case the
loses the rook for a pawn and so defeats the scan reveals that White’s rook can be pinned.
purpose of breaking out of the skewer. What Black plays Rc8 and the skewering threat is
remains? A mate threat, of course. Black’s over. White’s cannot legally play RxQ; he can
queen attacks h2, adjacent to White’s king. If play RxR, but then Black recaptures RxR+
he had further support for an attack against and it’s a wash.
that square, he could threaten mate. Can either
of the Black pieces in the skewer leave their
4.5.13. can turn this point into a strategic caution
Strategic Implications. against sending your king out from the back
rank. Late in the game such travels can be
Now some strategic pointers. First, the best important because the king may have good
skewers tend to run through kings, and you offensive uses, but you always need to worry
about skewers as soon as the king ventures
forth onto the board. Endgames with mobile you protect your pieces. We know that loose
kings on a relatively open field often are dom- pieces are prey to unexpected tactical strikes
inated by threats of pins and skewers. Earlier of many different kinds; skewers are yet
in the game, when the king doesn't serve of- another addition to the list. The same goes for
fensive purposes (because you have other pieces protected only by other pieces. They
pieces for that), a more retiring attitude is may be loosened or become as good as loose
appropriate and helps keep skewers away. when enough offensive pressure is put on
Putting the king with its back to the wall gen- them or their guardians, and then become tar-
erally is good practice; one also wants to keep gets for skewers (or forks, or...). These risks
an eye on the files to the side of it, and partic- are much reduced when a piece is guarded by
ularly the h-file when castling has occurred on a pawn, for then if it is taken its replace-
the kingside. An open h-file can lead to fine ment—the recapturing pawn—is not an at-
skewers when a heavy piece runs down it and tractive target for a follow-up attack. All this
ends up aimed through a king on the back also helps explain the importance of maintain-
rank. ing control of the center, or at least keeping a
pawn there. The pawn can serve to protect a
A few other morals may be derived from the piece from being captured or loosened too
"relative" skewers we saw. One involves how easily, and in turn the piece can do good of
fensive work because it is stationed out where most capable of executing skewers—when
it can reach lots of points on the enemy’s side they have open lines on which to run. So here
of the board. as elsewhere, much of the relevant strategy
comes down to controlling the center and
Finally there is the recurring significance of thinking carefully about the arrangement of
open lines. The bishop is the most often use- pawns there and in other sectors. The place-
ful of the skewering pieces because it typical- ment of pawns determines the openness of the
ly can get out from behind your pawns and lines on the board, and so is a great determi-
onto good lines more easily than your rooks nant of how tactically useful your pieces will
can, and because the bishop is worth little be.
enough that it profitably can threaten lots of
enemy pieces—including protected rooks.
Bishops, like rooks, are at their best—and
Chapter 5.
Removing the Guard.
Capturing the Guard.

5.1.1. Each of those themes gets a chapter of its own


Introduction to the Section. Simple Cases. in this section. We have seen most of them in
earlier chapters as ways to create forks and
Suppose you make a threat against one of other tactical strikes; they are the methods we
your opponent’s pieces; perhaps your knight have used to loosen targeted pieces or to loo-
attacks his bishop, and the bishop is loose. He sen the square needed to impose a fork or pin,
can respond either by moving the bishop or etc. Here we focus on them as ways of loo-
by guarding it. If he guards it, you now have a sening pieces and mating squares so that you
second offensive focus besides the bishop: the can capture or occupy them straightaway.
guard itself. Undermining it can become your
immediate task or can hover as an ongoing
issue in the game. With time, more such is-
sues come up: at any given moment several of
your pieces may be aimed at pieces, pawns,
and possible mating squares belonging to
your opponent. A critical question in every
position is whether those points you have un-
der attack can be made vulnerable; they all
may have guards, but can the guards be cap-
tured, or blocked, or driven or lured away?

This section is devoted to methods for achiev- Dg764: White to move


ing those aims: ways of removing or disabling
the pieces that guard targets in the enemy Dg764: Our first theme involves capturing
camp. It covers material that has been labeled the guard: simply taking it, so that its protec-
in a wide range of ways in the literature, in- torate becomes loose. We begin with simple
cluding terms such as destruction, deflection, examples like the position to the left. In this
diversion, decoying, damming, drawaway, section, as in the others, we will be dwelling
driving off, breaking communication, block- on a single technique to guide our searches; in
ading, overloading, attraction, interference, this case it will be to ask what enemy pieces
interception, and obstruction. While some of you threaten (and then investigating whether
those terms have useful meanings, on the the threat can be made to work). Here, then,
whole the proliferation of jargon is unfortu- you start by noticing that your rook attacks
nate. All of those devices can be assimilated Black’s bishop, which is protected by a pawn
under the heading of “removing the guard”; and rook. And your queen attacks Black’s
we can then subdivide this theme into four knight, which is protected by...his bishop. In
methods—four ways to loosen a piece or those observations lie a tactical idea: play
square you would like to take. (a) You can both captures in succession. First comes RxB,
capture the guard; (b) you can attack the removing the knight’s guard. Black’s recap-
guard (i.e., threaten it so that it becomes ob- ture RxR momentarily wins the exchange but
liged to leave its square); (c) you can take replaces the bishop with a rook that no longer
something else the guard protects (distracting can guard the knight on g4. Now White plays
it, or demonstrating that it is “overworked”); QxN, winning two pieces for a rook.
or (d) perhaps you can interpose something
between the guard and its protectorate, inter- Black has a defensive idea here, by the way,
fering with the defensive work the guard is that doesn’t quite work but is important to
trying to do. notice. He can reply to RxB by taking the
offensive with Nxf2. Now Black has picked cause an exchange that leaves the knight
up a pawn and he attacks two pieces at once; loose.
his knight (which was a goner anyway) at-
tacks White’s queen, and his rook (and also All this shows why the better practice usually
his f7 pawn) attacks White’s rook. The move is to avoid planting a knight in enemy territo-
fails to impress, though, because White can ry until you have created a suitable home for
keep pressing his rook forward with RxR+, it: a square protected by a pawn. It would be
not only taking a rook but inflicting a check too much to state this as a rule; like every-
that Black has to fend off. Now White is the thing in chess, it depends on the position, and
one who attacks two pieces at the same time. sometimes the benefits of putting your knight
Black can play RxR, but then White has in a riskier position outweigh the costs. The
another move he can spend taking Black's important thing is just to be aware of the dan-
knight or moving his own queen to safety. So gers involved in protecting pieces with pieces.
Nxf2 doesn’t help Black here; he ends up
trading rooks and losing a piece for a pawn.
But the idea behind Nxf2 is valuable: when
one of your pieces is taken (as happens to
Black here when White plays RxB), you
might be able to profit by delaying or forfeit-
ing your recapture and instead playing a threat
of your own elsewhere. If Black’s pieces were
arranged a little differently, the idea would
have helped him to reduce his losses here.

Now return to the correct sequence (1. RxB,


RxR; 2. QxN) and see what can be learned Dg765: Black to move
from it. You already know from prior studies
that it is dangerous to send a piece out onto Dg765: Again the pieces at issue all are pro-
the board loose (i.e., with no protection). tected but aren't equally secure. Black attacks
Even if it sits on a square that is not being White’s bishop with one of his rooks and he
attacked, such a piece easily can become the attacks White’s rook with the other. The bi-
subject of a fork and get taken for nothing. shop is protected by a pawn, and so cannot
Here Black avoided that problem—in part. itself be taken with any gain. White’s rook is
All of his pieces were protected; but they protected by—his bishop. So first Black takes
were not protected equally well. The bishop the bishop with RxB. After White recaptures
was protected by a pawn, and so was very with his pawn, White’s rook is left to be taken
safe in the sense that it could not itself be tak- with RxR. To put it more simply: you ask
en profitably. The knight, however, was pro- why you cannot play RxR, and see that the
tected not by a pawn but by a fellow piece. It rook is protected by the bishop; so you cap-
often is hazardous to venture a piece into ture the bishop.
enemy territory with no better protection than
a fellow piece farther back on the board. This Removing the guard requires you to think
position shows why. A knight advanced to backwards. You notice something you might
close range, like Black’s knight here, is easy be able to take but see that it has protection.
for White to attack. It then becomes only as Instead of dismissing the idea as unworkable
safe as the piece that defends it—Black’s bi- you ask how the piece is protected and wheth-
shop. Even if that bishop is well-protected by er you might change that. Thus you never stop
a pawn, the pawn provides no security against with the conclusion that a piece is protected;
the risk that White can throw a piece at the you always finish the sentence: protected by
bishop—even with a sacrifice, as where what?
White uses his rook in this case—and thus
Dg766: White’s rook is under attack by pieces rather than by pawns. But as this posi-
Black’s king. He has to move it. Before re- tion shows, even an enemy piece protected by
treating, though, think about ways of taking a pawn may present an opportunity to make
the offensive. What does White himself gains.
threaten?

Dg768: White to move


Dg766: White to move
Dg768: To repeat the key introductory point:
His king attacks Black’s rook in mirror-image before thinking about what move to make,
fashion (the position basically is symmetrical, consider what points you currently attack in
of course). The rook is guarded by the knight, the enemy camp and whether any of the pos-
so White simply removes the knight from the sibilities can be made profitable. Here White
board: RxN+. This forfeits the exchange, but has two captures to consider: QxQ and BxN.
for the sake of loosening Black’s rook. How- What prevents QxQ from succeeding? The
ever Black recaptures, White has KxR next protection Black’s queen enjoys from his
move and wins a piece. knight. So White eliminates the defender with
BxN+. After Black replies b7xBc6, White
takes Black’s queen for free. Notice the check
White’s bishop gave when it captured the
knight. The check is critical, as otherwise
Black replies QxQ+, and then after his queen
is retaken plays b7xBc6—a wash. Giving
check with the capture denies Black the time
to make mischief with the piece that has just
been stripped of its guard.

Dg769: Focusing again on what captures you


might make, you see that your bishop attacks
Dg767: Black to move Black’s knight and that your queen attacks—
and is attacked by—Black’s queen. The press-
Dg767: You want to be thinking all the time ing issue is that Black is about to play QxQ,
about any enemy pieces you can capture and as your queen is loose. You could force the
what guards them. Here Black would like to exchange of queens first with QxQ (after
play KxR, but the rook is guarded by a pawn. which Black recaptures NxQ); or you could
But he can take out the pawn with Rxf5; once move your queen or protect it with a pawn.
White recaptures (RxR+) the White rook on But all this would be unambitious. Consider
g6 is left loose, so Black takes it with his how you might seize the initiative; in this
king. He nets a pawn and takes control of the case, consider in particular what would be
rest of the game. needed for you to take Black’s queen at a
profit.
We have seen that pieces tend to be especially
vulnerable when they are guarded by other
the recapture e3xB, permitting his queen to be
taken by Black on the next move. Instead he
will send his exposed queen on a suicide run:
QxQ. But then Black has BxQ and wins a
piece with the sequence.

Dg769: White to move

As we saw, its only guard is the knight. Okay,


so take the knight: play BxN, and if Black
replies e6xB, you have QxQ. More likely,
Black would reply to BxN with QxQ—but
then White plays BxQ and still has won a Dg770: Black to move
piece.
Notice the delicacy of it all. Here as in the last
When you are trying to kick the legs out from case, the sequence works only because the
under the enemy queen so you can take it for bishop that removes the guard continues to
free, you have to be careful; it's a dangerous protect Black’s queen against QxQ, thus
type of hunt. Generally you will be planning enabling Black to both make the recapture
to play QxQ (if you have a lesser piece than and evacuate the bishop from danger with the
your queen aimed at your opponent’s queen, same move. The lesson repeats: when you are
you typically take it without bothering to re- removing the enemy queen’s guard, you have
move the guard!). But if QxQ is available to to think carefully about the danger that he will
you, it also is available to your opponent. You reply QxQ; make sure either that he cannot do
therefore have to find a way to remove the it or that if he does, you will have a recapture
enemy queen’s protection that doesn’t allow that does not leave one of your other pieces in
him to just reply QxQ and ruin your idea. In the lurch.
the previous frame, we dealt with this by giv-
ing check when White captured the queen’s
guard; thus there was no time for the enemy
to play QxQ. In the current frame we deal
with the risk by ensuring that when White
captures the queen’s guard he also supplies a
defender for his own queen. The result is that
when White recaptures after Black's QxQ, he
takes his bishop out of range of the pawn on
e6. If that weren't so, the sequence here
wouldn't work.

Dg770: What captures are available to Black? Dg771: White to move


BxN and QxQ. Both queens are protected, but
that is only an invitation to probe deeper into Dg771: The cluster of pieces on the left side
the strength of the protection. White's queen of the board might seem hard to untangle; the
is guarded by his knight, and the knight can two rooks that attack each other on the fifth
be taken. Thus if Black plays BxN, White’s rank both are protected by pawns, so what can
queen suddenly is bereft of protection. Now be done with them? Meanwhile White’s
of course White would not be inclined to play knight is under attack by a pawn, and presum-
ably must flee to White’s half of the board
since all the squares it can reach on Black’s can use them together: the logic of the dis-
side are guarded. But this line of thinking covered attack can be joined with the capture
would be all wrong. Holding the initiative is of a guard in powerful ways.
important. Think offense before defense. It's
really simple: White wants to play RxR; it The second point is that it is common during a
doesn't work because of the pawn on c6; so game for minor pieces to be aimed at each
first he takes out the pawn with Nxc6+. After other. One of your knights or bishops often
Black recaptures with NxN, White plays RxR will be pointed at one of your opponent’s
and has won a rook and a pawn for a knight. knights or bishops, with the pieces on both
sides having enough protection, and with the
Notice again the power of the check. Every- pieces at stake similar enough in value, to
thing here depends on the fact that Nxc6 is an make the situation seem stable. Remember
attack on Black’s king and thus keeps Black when you see such a pattern that if either side
busy for a move. If it were not—if Black’s pulls the trigger and so forces a trade of piec-
king were on, say, e8—then Nxc6 is met by es, the consequences can be very signifi-
Black with RxR. After White recaptures cant—not for the pieces exchanged, but for
d4xR, Black has NxN and ends up winning a anything they used to protect. Minor pieces
piece for a pawn. When you're trying to make frequently are used as supports for other piec-
a capture and the pieces involved are making es, which after a capture and recapture may be
symmetrical attacks (queen against queen, or left loose and thus become good targets for
rook against rook), you always have to con- forks or discoveries. So when either side has
sider the possibility that the other side will try an unexecuted opportunity to capture a minor
to play QxQ (or, here, RxR) before you do. piece, think habitually about whether such a
capture would have the side effect of remov-
ing a guard.

Dg772: White to move

Dg772: The striking feature of this position Dg773: White to move


should be the open (devoid of pawns) f-file,
and particularly the kernel of a discovery that Dg773: What does White attack? Not much, it
White has there: his knight masks his queen. might initially seem; his c1 rook and his bi-
The Black target on the other side—the knight shop each attack a pawn, and both pawns are
on f7—is protected. Well, but by what? The protected. But combine these inquiries with
bishop on e8. So the discovery can be ex- the other studies we have made elsewhere.
ecuted and the guard eliminated with the same Find a chance for a fork by stepping back
blow: NxB. Black recaptures RxN, and now from the board and looking for a geometrical
the f7 knight is loose, permitting QxN with pattern in Black’s position; or look for any
the gain of a piece. checks you can give; or imagine those pawn
captures just mentioned. In any of these ways
There are two points to take away from this you want to see that Bxd5+ is a pretty triangu-
frame. The first is the importance of keeping lar bishop fork of Black’s king and rook. The
in mind different tactical tools and ways you move won't yet work, of course, because d5 is
guarded by a knight. But the first thought then might be turned into one by dragging the king
is to destroy the guard if you can. White plays onto a closer square. White therefore starts
NxN, and after the recapture a5xN the fork with Rd8+ (his only check on the board, so
Bxd5+ works nicely. inspection of it was mandatory anyhow). Af-
ter Black plays KxR (or Ke7, if he somehow
This position is no different from several stu- prefers it), White’s Nxc6 is indeed a check.
dies in the chapter on bishop forks showing Black has no time for QxQ; he must defend
how they can be set up by loosening the fork- his king with QxN. Now the Black queen’s
ing square. The point of including the position protection is gone, and White is the one who
now is to show again how the ideas consi- plays QxQ. To summarize: 1. Rd8+, KxR; 2.
dered here relate to our earlier work, and also Nxc6+, QxN; 3. QxQ wins White a queen and
to serve as a reminder that when you look for a pawn for a rook and a minor piece.
points you attack in the enemy camp you start
with enemy pieces at which your forces are Notice the backwards style of reasoning.
aimed, but do not end there: look as well for White starts with the thought of taking
sensitive squares—e.g., forking squares and Black’s queen. He sees that to do this, he first
mating squares. More on this later. needs to take the pawn behind the queen; but
to take the pawn without losing control of the
5.1.02. action, he has to give check at the same time;
Cases Involving Multiple Steps. and to give check with that move, he first
needs to move Black’s king onto a square the
knight will be able to reach from c6. So White
starts with the check Rd8 and it looks like he
is seeing three moves ahead. But it might be
more accurate to say that he is seeing three
moves beneath the position on the board. The
issue is not so much extending your ability to
see forward in time; it is extending your abili-
ty to perceive the chains of cause and effect in
front of you.

Dg774: White to move

Dg774: The positions so far in this section


have enabled you to remove the guard with
one move and take the piece it protected a
move later. Now let's see how the same ideas
work in positions involving an additional step
or two. In this first example White’s queen is
loose and is attacked by Black’s queen. White
has no way to add protection to it. Should he
move it, or perhaps initiate QxQ himself? Dg775: Black to move
Black’s queen is protected by a pawn that
White’s knight attacks, which seems tantaliz- Dg775: The Black and White queens attack
ing. But as we have seen, one must do better each other, and both are protected by their
than just capture the guard when trying to knights; Black can't take White's knight, so
loosen a queen; here Black would reply to the position might seem to be deadlocked—
Nxc6 with QxQ. The point is familiar: in this but not if you obey the practice of examining
sort of position, the knight must take the pawn your checks. For then you see Black's Nf3+.
with a check that keeps the opponent busy. If White deals with the check by capturing the
Unfortunately Nxc6 is not a check; yet it knight with his rook or g2 pawn, consider the
resulting board: now Black's bishop has a BxN. In effect White has simply played a
clear line to the knight on d4, and Bxd4+ is bishop fork to take out the Black bishop's
another check that continues to keep White guard.
too busy to play QxQ. White extinguishes the
check with c3xB, and then loses his loosened At this point Black could recapture with RxB,
queen to QxQ. In effect Black played a dis- to which White would reply by likewise play-
covered attack against the guard of White's ing RxB; Black then finishes with Rxb2, win-
queen. ning back a pawn but losing a piece with the
sequence. Black can do a little better, though.
In reply to Black’s original check Nf3, White After 1. Bxc4+, Kf8; 2. BxN, each side has a
also has the better option of moving his king rook that attacks the other side’s bishop. But
to h1. That ruins Black's follow up of Bxd4 instead of trading pieces Black can play
because the move no longer gives check; thus Bxb2; this saves his bishop and picks up a
White can instead reply QxQ+. But White's pawn. Now White has to play Rd3 to protect
Kh1 allows Black a different follow up in- his own bishop, and this gives Black time to
stead: NxN, also removing the guard. True, it finish with Bxa3, picking up still another
doesn’t give check; but now the piece that pawn. Black thus ends up with two pawns to
removes the guard also now protects its help offset his loss of a knight, though White
queen. Thus when White now plays QxQ+, has a won game in any event.
Black can respond with NxQ. He has won a
piece and moved his knight out of danger. The process of removing the guard often in-
volves exchanges that are a wash in them-
selves but that leave other pieces loose for the
taking. If the guard is protected by a second
guard and so forth, you sometimes can start
by attacking the last link in the chain, ex-
changing your way toward a target that will
be left loose in the end. But those preliminary
exchanges must be studied carefully. They are
partially forcing moves, but only partially;
your opponent is likely to reply to your cap-
tures with predictable recaptures, but in prin-
ciple it usually is open to him to decline the
Dg776: White to move recapture and play some other threat that
takes the initiative or otherwise ends your
Dg776: We still are looking for targets and threat. That is why it is so valuable to include
vulnerabilities in their protection, only now checks in your sequences when possible, as
the chain to be examined is a little longer. White does here with Bxc4+. The check
What does White threaten? His bishop attacks forces your opponent to pick from a short
the pawn on c4, and his rook attacks the bi- menu of replies, and keeps you in control of
shop on d4. Black’s bishop is the prize. It is the action.
protected by a knight. So White hacks away at
the chain with Bxc4+. This attacks Black’s Dg777: Here is a cautionary tale to illustrate
knight, which is not worrisome to Black in the warnings just offered about removing the
itself since the knight remains protected by a guard without paying attention to the side
rook; the threat is that if the knight gets taken, consequences. Ask what White threatens; see
the bishop on d4 will be exposed. Normally that his bishop on b2 attacks a Black knight
Black could deal with this by just moving his and that his rook on d1 attacks a Black bi-
bishop, but not here—for the beauty of Bxc4 shop. The Black knight guards the Black bi-
is that it checks Black’s king and leaves him shop. The position seems to call for a classic
no time to save the bishop. He spends a move removal of the guard: White exchanges minor
relocating his king, and now White plays pieces with 1. BxN, BxB; and then comes
RxB, with White winning the loosened bishop terwards. Once White plays Nxe4, what are
on d7. Black’s options? What does he threaten?

Dg777: White to move Dg778: White to move

But when you imagine this or any sequence of The important answers are the attacks by
captures, pause to consider how the board will Black’s queen on White’s queen and by
look when the action is over. What will be Black’s knight on White’s knight. The for-
loose? What lines will be left open? There tunes of those attacked pieces are linked.
may be a kicker you can play at the end—or a Black can play QxQ+; and then, after the re-
kicker for your opponent. In this case notice capture f2xQ, he plays NxN, having loosened
that after the first pair of moves Black is left White’s knight. Another way to see the point
with a bishop aimed at White’s rook. So after is that even at the outset of the position
White plays RxB, Black plays BxR. Would White’s queen is under attack by Black’s
White then be able to recapture in the corner queen. This makes the White queen a poor
with RxB? No, because his rook on d1 would defender of anything else, as it can be elimi-
have been used to take Black’s bishop. So the nated by Black in a single stroke. The simple
attempt to win a piece by capturing the guard lesson: don’t send your pieces on adventures
would end up losing the exchange. with protection only from fellow pieces that
currently are attacked. (Actually there is an
This position is worth a good look, as it even better reply for Black here that we will
shows the importance of carefully visualizing revisit in the chapter on distracting the guard.
each piece vacated from its old square and on Perhaps you can see it already...)
a new one. It also shows the importance of
considering all of your opponent's possible Incidentally, notice an idea here for White
recaptures; a rudimentary way to blunder here that nearly saves the day—but not quite. After
is to imagine that after 1. BxN, Black would 1. Nxe4, QxQ, White almost can play NxN+,
reply g7xB. BxB obviously is stronger, since pushing the same knight onward not only with
it not only takes aim at White's rook but more a capture of an enemy piece but also with a
generally makes the bishop active and keeps fork of Black’s king and rook that requires
the pawn cover in front of Black's king intact. Black to spend a move recapturing (the priori-
ty of check). (And if Black plays Ke7, White
Dg778: Do you see an apparent opportunity next plays NxR+ and checks yet again.) The
for White? A pawn in the center always is an only reason this doesn’t work is that Black’s
important focus of attention; here Black’s prior move—QxQ—is itself a check that re-
pawn on e4 is attacked twice by White and quires White to spend a move replying f2xQ.
guarded once by Black, making it possible for But all this would give White a fine out if his
White to play Nxe4 with impunity. Or so it king were positioned a little differently.
seems. But before making even a simple cap- Another old lesson repeats: don’t take for
ture, assess the board as it would appear af- granted that your opponent will reply to your
captures by recapturing; he may be able to
make other captures or threats of his own g2—which is protected by White’s king. Your
first. The beauty of working with checks is queen and bishop attack the knight on e4—
that they avoid those risks. which is protected twice, by White’s bishop
and queen. A natural idea would be to take
5.1.03. out one of the knight’s guards with a capture:
When the Target is Protected Twice. RxB+, sacrificing the exchange to gain a
piece next move. Since the move is a check, it
Most of the positions just reviewed involved leaves White no time to reply QxB; he must
targets that were protected only once. Their recapture with KxR. Now the knight on e4 is
guardians may have had guardians, creating guarded only once and attacked twice. Better
lines of protection that had to be traced out; still, either capture of it—with your bishop or
but even then there usually was just one such queen—then forks White’s king and rook on
line of protection to worry about. Often, of b1. (Observe the triangle.)
course, a piece will be protected two or three
times—in other words, with two or three But which way of taking White’s knight is
chains of guards, short or long, that prevent it best? If you use your bishop, then White
from being taken. The logic involved in re- moves his king and you win back the ex-
moving the guard doesn't change much in change with BxR. If Black instead takes the
those cases, but a new wrinkle or two can knight with his queen, play might go 3. Kh2,
appear in the resulting patterns. And seeing QxQ+ (a discovered attack against the b1
the tactical opportunities latent in such posi- rook); 4. e3xQ, BxRb1; 5. RxB. (Or 3. QxQ,
tions takes a little practice, because to the BxQ+; 4. Kf2, BxR; RxR.) The final gain in
untrained eye a piece protected two or three material is the same in all these variations:
times will not seem vulnerable at all. Yet per- you end up a whole piece ahead. The differ-
haps it is. And liquidating a position where ence is that starting with 2. QxN also ends up
there are multiple guards on each side also eliminating both queens from the board. This
may shake up the board sufficiently to permit is good for familiar reasons. The fewer the
a fresh and unexpected tactical blow—a fork pieces left on the board, the more significant
or pin or discovery—during the sequence or your advantage becomes and the harder it is
at the end of it. for your opponent to climb back into the
game. So a sequence that gets both queens off
the board as well as winning a piece generally
is better than one that wins a piece without
more.

Dg779: Black to move

Dg779: In the study to the top you are playing


the Black pieces; your bishop is loose and is
threatened by White’s queen. A lesser player Dg780: White to move
would move the bishop or add protection to it,
but you, the seasoned student of sharp play, Dg780: What does White threaten? His rook
step back to inspect your offensive options, attacks the bishop on e6. His queen and bi-
starting with a look at what threats you cur- shop attack the knight on d5—which in turn is
rently make. Your rook attacks the bishop on protected by Black’s queen and bishop. The
balance of pressures on the knight are even, deed pins it to the king. Why can’t he play
but they won’t be if one of the knight’s guards QxR?
is exchanged away. White captures one of the
knight’s guards with RxB, once more sacrific-
ing the exchange temporarily. No response
Black can make will save the knight; no mat-
ter what he does, it will be two attackers
against one defender. But Black’s response
does have significance, for if he plays QxR—
and here he has nothing better—he finds his
queen fatally pinned a move later by White’s
BxN. (The potential for this should have been
clear from the alignment of two of Black’s
pieces with his king.) Black can swing his
rook over to e8 to protect the queen, but he Dg781: White to move
still ends up trading his queen, a knight, and a
bishop for White’s bishop and rook. Because the rook is guarded twice, by Black’s
king and knight. Kings generally make poor
Is it surprising to hear that after White plays defenders of other pieces because in reply to a
1. RxB Black has nothing better to do than check they cannot just be fortified with more
play QxR and let his queen be pinned? Look protection; often they must flee their positions
at his predicament: his queen is attacked by and abandon guard duty. So White looks for
White’s rook; if he doesn’t take the rook, then any checks he can give and finds two with his
after White plays BxN—winning his second rook: Rg8 and Rb7. Rg8+ allows Black’s king
piece—he will have the kernel of a discovered to escape to h6 and leaves White without a
check and both pieces will be well-guarded. decisive follow-up. Rb7+ is more interesting
Sooner or later Black has to sacrifice his because after the king moves White is posi-
queen to forestall checkmate, which now will tioned to play RxN—capturing the second
come soon enough anyway. guard of the rook on f6. After RxN White has
won a piece; if Black recaptures KxR, the
The position is an example of a theme we will material outcome is the same: the king’s cap-
visit several times in this section: the impor- ture takes it away from the rook, which White
tance when removing the guard of remember- gains with QxR—again netting a knight with
ing to consider how other tactical tools might the sequence.
be put to work as well. Exchanges to remove
a guard (or for any other purpose) often open The position demonstrates a valuable idea:
lines that create openings for pins and forks. when an enemy piece has more than one
In fact this position could as easily have ap- guard, sometimes it's possible to take out two
peared in the chapter on creating pins. Seen of them with one stroke. You capture the first,
from that standpoint, this would be a case and the second is moved out of position when
where tracing the lines out from Black’s king it performs the recapture. Or threatening one
turns up, via BxN, a potential pin of a bi- forces it to move and so makes it possible to
shop—an unsuitable target. So White swaps it capture the other—the case here.
out for a queen with RxB, QxR. Now the pin
succeeds, as after BxN the bishop has protec- Dg782: Black just played c7-c5, moving his
tion from its own queen. c-pawn from a loose position to a square
where it has protection against the White rook
Dg779: Productive thinking begins with an that dominates the file. Count the pawn’s at-
idea, and a good place to look for ideas is tackers and defenders. It is attacked twice, by
anywhere that you attack an enemy piece. White’s d4 pawn and the White rook; it is
Here White has just one such capture in view: defended three times, by Black’s b6 pawn,
his queen threatens Black’s f6 rook, and in- knight, and queen. Since White can't win the
pawn unless he has more force against it than protected by his rooks. See how these obser-
Black has defenders, the position may seem vations fit together? True, the bishop on e7
secure. It isn’t. has two guards, and White only attacks one of
them. But the guard you attack—the knight
on c6—is protected by the bishop’s other
guard, the rook on c7. So if you capture the
knight with RxN, you kill two birds with one
stone: Black’s only recapture is RxR, and
now both guards of the Black bishop have
been either captured or dislodged. (The rook
on c7 was overworked, a theme we consider
in detail in the next chapter.) White then plays
RxB, winning a bishop and knight for a rook.

Dg782: White to move

Look for ways to capture any of the guards,


keeping in mind the possibility mentioned a
moment ago: when a piece has multiple de-
fenders, sometimes the defenders also protect
each other; and then capturing one defender
may have the effect of taking out a couple of
them. Here White can force a trade of minor
pieces with BxN. Black’s only recapture is
QxB—but the queen was another of the c5 Dg784: White to move
pawn’s guardians. Thus the single capture by
White has left the pawn with one defender Dg784: Where does White have a target? In
against two attackers. White now plays the Black knight on f4. White attacks the
d4xc5—and if Black replies b6xc5, White has knight with two pieces, and it also is protected
the last word with Rxc5. twice: by the pawn on e5 and by the bishop
behind it on d6. Those guardians are them-
selves guarded, the e5 pawn by the queen as
well as the bishop, and the bishop by the
queen as well as the pawn on c7. The first
point to grasp is that so long as Black’s knight
is guarded by a pawn, White is going to have
a hard time turning much profit by capturing
it; whatever he uses to take the knight will get
recaptured by the pawn, which then can be
taken without great loss to Black. So the first
order of business is to force Black to substi-
tute a piece for the pawn. White plays d4xe5,
Dg783: White to move and Black has to recapture with his queen.
(Do you see why? If he recaptures with his
Dg783: There need be nothing mysterious bishop, the knight on f4 now has just one
about a position like this if you take it apart guard and is taken next move.) Now Black’s
methodically, asking what enemy pieces you knight is protected by two Black pieces. Both
threaten and how they are defended. White’s guards are protected, but that isn’t the point.
rook on e1 attacks Black’s bishop, which is The point is that White now can perform a
protected by his knight and rook. White’s classic exchange of minor pieces with NxB,
rook on c1 attacks Black’s knight, which is forcing Black to retake with the queen or with
the pawn on c7. Either way the protection of knight and attack with it, playing NxN. Then
the knight on f4 has been whittled down to White plays Nd5xN, still up a pawn and now
just the queen. White plays BxN, and now in control of the center.
Black dares not recapture because he would
be sacrificing a queen to the cause. The immediate point of the position is that
even where one of the guardians of an enemy
We already knew that pieces defended by piece is a pawn, removing it with a sacrifice
other pieces are potentially vulnerable be- still may enable you to make small material
cause you can take their guardians without gains—and to improve your position or wea-
much (or perhaps any) sacrifice; pieces pro- ken your opponent’s. The broader point is that
tected by pawns are hardier because any sacri- when there are pieces or pawns in the middle
fice you would make to get rid of the pawn of the board, they frequently will have mul-
tends to be such a poor trade. This position tiple guards and attackers. When you see such
shows one way to take advantage of the point. tensions, do not lightly conclude that the pres-
If the pawn that protects a target can be taken sures on both sides are evenly balanced; a
by one of your pawns, resulting in a recapture capture of one of the defenders, even a de-
that causes the target to instead be defended fender that is itself defended, may tip the
by an enemy piece, you may then be able to pressures on the contested square in your fa-
win the target by capturing its new protector vor.
without sacrifice.

Dg786: Black to move


Dg785: White to move
Dg786: Another study in destabilizing a pawn
Dg785: Black’s knight on e4 is a menace to in the center. The White pawn on e5 looks
White; an enemy knight advanced to your secure; it is attacked by both Black knights,
side of the board is a constant forking threat. but defended by White’s queen and knight.
White could try to chase the knight away with Yet those White guardians of the e-pawn are
f2-f3, but consider more forceful offensive themselves attacked by Black’s queen. Is
measures before resorting to punier threats. there some way for Black to cause an ex-
The knight is protected twice, by the pawn on change that allows the pawn to be taken? An
d5 and the bishop behind it on b7. The knight initial unappealing thought is QxN, since after
also is attacked twice, by the knight on c3 and the recapture QxQ both White guards have
the bishop on g2. White has no cheap way to been eliminated—but of course this loses the
force Black to substitute a piece for the d5 queen for a knight and a pawn, which is no
pawn, but he does have a more expensive good. If only the positions of White’s queen
method that works: Nf4xd5. If Black recap- and knight were reversed; then Black could
tures BxN, then of course the outnumbered play the straight trade QxQ, removing a guard
Black knight gets taken with NxN or BxN and at no cost. Yet in that fantasy lies a solution:
White has gained a pawn. (If Black instead Black plays Nc6xe5, and after White recap-
recaptures QxN, White plays Nc3xQ.) tures NxN, Black then is able to play QxQ.
Black’s other option is to take his doomed After White recaptures h2xQ, Black still has
time for NxN, again picking up a pawn and a rook. Trading a queen for a rook is unattrac-
positional advantage: White’s pawn in the tive under normal circumstances, but here the
center has been eliminated, and the defenses sacrifice is a means to an end. White plays
in front of his king have been gutted. QxR; Black recaptures QxQ; and now the
balance of pressures against Black’s knight
Notice a nifty sidelight here. White could re- has been changed to two White attackers
ply to Black’s initial capture with Nb1-d2; the against one Black defender. White plays
move adds a defender to the f3 knight and NxN, and has won a rook and a knight for his
also attacks the Black queen in its current queen.
position, leaving it nowhere safe to stay on
the third rank. It’s almost good, but Black has Hey, wait; that doesn’t sound like a good
a riposte: Ne5xN+. Since it’s a check, White trade. You've exchanged a five point piece
has no time to play NxQ; he has to capture and a three point piece for a nine point piece.
Black’s knight. Black holds on to the pawn. But remember to consider the position as it
But it’s still important to see the idea of Nb1- will look after the smoke clears and to ask
d2, as it illustrates again a recurrent theme. whether you will have a kicker—a fresh tac-
Do not take for granted that your opponent tical strike after the first one has played itself
will respond to your capture with an imme- out. This is especially important when you
diate recapture. He may be able to play a zwi- finish a sequence with a knight placed well, as
schenzug—German for an “in between” move White’s knight would be here on e5, because
inserted before a recapture you had been ex- often such a piece can then administer a fork.
pecting—that throws off your plans. Here Here White threatens Ng6, forking Black’s
Black nevertheless succeeds by countering king, queen, and rook, and discovering an
with a different recurring principle: the priori- attack against Black’s queen. It's Black's
ty of check. move, of course. But if he tries to defuse these
threats by playing QxN, then he loses his
queen to RxQ. If he moves his queen out of
harm’s way, he must permit the fork; he can't
go after the knight once it reaches the forking
square, because the bishop on b1 will protect
it there.

It gets worse for Black. Once the White


knight does reach g6, Black’s king only has
one move: Kh7. When the knight then takes
the other piece in the fork—the rook on f8—it
discovers a check against Black’s king by the
Dg787: White to move bishop on f8. Material calamity is unavoida-
ble for Black.
Dg787: Which square is the focus of opera-
tions here? White attacks Black’s knight on This position is a great study in the power of a
e5 with his knight and rook, but the knight is kicker. The removal of the guard here with
guarded by two pieces as well: Black’s queen QxR does looks unworthwhile if you stop
and rook. The pressures on the knight seem to after just playing out the immediate ex-
be in equipoise, making it safe; to get any- changes that result in your mind’s eye. But if
where you usually need more attackers you look for the threats you would be able to
against a piece that it has defenders. So your play after the pieces are repositioned by the
next thought should be to disturb the balance exchange—and especially for any checks you
by knocking at least one of the legs out from then could give—you find that the original
under the target. The way to do this is clear if move QxR essentially ends the game.
you look at what other attacks your pieces
make. White’s queen is aimed at Black’s
5.1.04. Look for pieces trained on squares near
Capturing the Guard of a Mating Square. Black’s king and you see that White’s queen
and bishop are lined up against g7; Qxg7
We sometimes have spoken of the importance would mate were it not for Black’s knight on
of looking at any points you have under attack e6. Next step: remove the impediment. White
in the enemy camp—points, not pieces, be- attacks the knight with his rook, so he plays
cause sometimes your attackers will be RxN. If Black recaptures with QxR, White
trained on significant squares, the occupation mates with Qxg7. Since Black can't afford
of which would permit you deliver a fork or this he will have to try something else instead,
(our concern here) checkmate. Mating squares letting White keep the knight.
have been discussed in several places else-
where; the most common example is a square Aye, White wins more. His rook now attacks
next to the enemy king at which you already Black’s queen; if Black wants to avoid both
have a piece aimed. If you could land another mate and the uncompensated loss of his
piece there, it would be mate. There are many queen, he needs to play Nd4. This interposes
variations on the theme. Often the piece that a knight on the long diagonal, blocking the
threatens to deliver mate on the attacked mate threat; more importantly, after White
square is the queen, but there are other possi- plays RxQ it allows Black to play the fork
bilities, especially involving aggressive rooks; Ne2+, winning back his queen on the next
and sometimes only one of your pieces is move—but then eventually losing his knight.
needed to threaten (or deliver) mate, as where But seeing the first few moves of this se-
landing a piece on the back rank would do the quence is enough for now.
job because the enemy king is trapped there.
In any event, mating squares commonly are
defended by an enemy piece or two. Captur-
ing such a piece may cause it to be replaced
by another that does not have the same defen-
sive powers, and that therefore allows you to
end the game a move or two later.

Dg789: White to move

Dg789: White has two pieces trained on h7,


almost poised to execute a classic bishop-and-
rook mate with Rxh7. Black understands this,
and so has posted a knight on f8 where it can
protect the mating square. The knight in turn
Dg788: White to move is guarded by Black’s queen, but the fact that
it is protected is itself of no consequence; the
Dg788: The first important thing is to spot important question is whether the guardian
potential mating squares wherever they exist. would be able to perform the same defensive
Our basic techniques for this are two. The services as the knight. It would not. Thus
first is to look for any of your pieces that at- White plays QxN+, and after the reply QxQ
tack squares adjacent to the enemy king. The Black is unable to stop Rxh7#. Indeed, Black
second, which partly overlaps, is to study the is unable to prevent checkmate no matter how
enemy king’s position and any constraints on he replies to QxN; the most he can do is delay
its movement. White’s mate threat should be the execution by a couple of moves with Kh5
obvious enough in the position on the left.
(to which White responds Rxh7+), then Kg4 White is forced to play his king to h2. The
(resulting in White's Qg8#). final blow is Rg6-g2#.

Dg790: Black to move Dg791: Black to move

Dg790: Size up Black's threats. His rook is This is a common pattern; the idea is to get
aimed at White’s knight, but the more arrest- the two rooks onto adjacent ranks with the
ing sight is Black’s queen and knight both king’s progress up the board blocked (in this
trained on h2—and also on f2. Thus Black is case by his own pawn on h3). This way the
close to a queen-and-knight mate with Qxh2, two rooks protect each other as well as seal-
but the mating square is defended by White’s ing off the king’s escape routes. The artful-
knight on f1. (Qf2 doesn't work because the ness of the sequence just described is that it
king can retreat to h1.) Rather than being manages to corner White’s king without ever
stopped by the sight of White's knight, your putting a rook on h2 where it could get
thinking should turn to ways to be rid of it. nabbed by White’s queen from f4.
We saw that Black has the knight under at-
tack, so suppose he takes it with RxN+; White The upshot of all this from White’s standpoint
has no choice but to capture the rook, as the is that in reply to Black’s initial QxN, he
king has no flight squares and there is no should not recapture. He should play Qc8+,
room to interpose anything. If White does it giving a check of his own (always ask wheth-
with QxR or BxR, the mating square has been er you can take the offensive). Black probably
freed up for Black to play Qxh2#. If White interposes his knight at f8, and now White
instead plays KxR, Qf2# now works because plays his queen to g4, trying to interrupt
White’s king no longer can make it back into Black’s attack along the g-file. White’s queen
the corner. So Black's initial move RxN+ is is lost to RxQ, but then he can play h3xR and
conclusive. at least the immediate mating threat has been
avoided. White’s material losses have essen-
Dg791: Consider what threats, if any, each tially ended the game anyhow, of course.
Black piece makes. Answer: both Black rooks
(in addition to being forked by the knight at Dg792: The mating threats get a little more
f4) are trained on g2, the square in front of involved as we go along. This time White
White’s king. This could be turned into mate doesn't have two pieces aimed at a square
if that square were not guarded by the now- adjacent to Black’s king. But if you study the
familiar defensive knight, this time on f4. king’s position you find it notably con-
Removal of the piece requires the large sacri- strained. His own pawn blocks f7 as a flight
fice QxN, but where mate is available the size square; White’s pawn on f6 seals off g7. So
of the sacrifice is neither here nor there. If an attack on the back rank would push the
White recaptures QxQ, Black mates in three king onto h7, its only available square. Look
moves. He operates exclusively with checks: for checks you could give against the king in
first comes Re2xg2+; White is forced to move that position and see that Bf5 would be mate.
his king to h1. Now Black plays Rg1+, and
So the idea of a back rank combination comes for the recapture QxQ—and now both of the
into view. guardians of f4 have been eliminated, permit-
ting Rf4#.

Dg792: White to move


Dg793: Black to move
The difficulty is Black’s rook on a8, which
guards the back rank and so prevents White It might seem that if White is attentive he
from starting the process just described with, therefore will not play the recapture QxQ af-
say, Qe8 or Rd8. When an enemy piece ter all, but then Black mates in a few moves
stands between you and a mating idea, a first anyway; for if White keeps his queen where it
thought is to capture it. This White does with is to prevent Rf4#, he loses it to QxQ next
QxRa8+. Black recaptures NxQ, but winning move.
material wasn’t the point; the point was to
follow up with Rd8+. Black’s king is forced The position is, of course, yet another study in
to h7 (the interposition Re8 is useless, as it a theme seen earlier in the chapter: the cap-
just results in RxR+ and the threat is re- ture of one guard that incidentally removes
newed), and now comes Bf5#. another as well.

Lesson: when the king’s range of motion is


limited, consider whether you can force it
onto particular squares and whether you
would have additional ways to attack it once
it got there. If such things would be possible
but for some enemy piece that prevents them,
turn your attention to the enemy piece. It may
be as good as pinned to its position; or, as
here, you may simply be able to capture it.

Dg793: Examine Black's checks. The most


conspicuous are the two with his rook: Rg1 Dg794: White to move
and Rf4. Rg1 doesn't seem too good; it allows
White to play his threatened KxB. Rf4 almost Dg794: Here we find another constrained
seems to work, as the rook takes protection king. White has three pieces—his queen and
from the pawn on e5 and the White king turns both bishops (don’t overlook the one on c3)—
out to have no flight squares. Alas, f4 is aimed at squares adjacent to it, though not the
guarded by White’s queen and knight. But same ones. You pursue a mating idea in these
when the only obstacle to a mating move is circumstances by thinking about checks and
defense of the needed square by other enemy their results. The most powerful tool for at-
pieces, turn your attention to the removal of tacking the king is your queen, so start there.
those pieces. Black sees a capture available in White can play Qg6+, but Black ends the fun
1. QxN+ and so experiments with it; it calls with NxQ. White has no other checks that go
anywhere, so you turn to that knight and a by the queen to create a mating threat. The
way you might capture it: RxN. Once his problem is that the good ideas require the
knight has been taken, Black has to either queen to get to g4 or h5 or both, and those
accept its loss or recapture with QxR. Now squares are protected by Black’s knight—and
reconsider Qg6+, drawing protection for the so is h7, where the White queen might even-
queen from the bishop on f7 and forcing tually like to land. This illustrates why
Black to put his king on h8; and then Qxg7#, knights on f3 or f6 in front of the castled king
drawing protection from the bishop on c3 and make such effective defenders.
mating. The initial capture RxN actually re-
moved two guards: the knight, which was So don’t just stand there; take the knight.
eliminated, and the queen, which was dragged White pictures RxN and imagines what he
away from the protection of the g7 square that would be able to do if Black recaptured g7xR.
White turned out to need. The g-file would now be open, so now White
could play Qg4+; it forces Black’s reply
Black should understand the consequences of (Kh8) and so keeps control of the initiative.
recapturing with QxR, and if he does he will White’s bishop already attacks the square in
look for other options—and particularly for front of the king’s new home (h7), so next
some way to provide a substitute guard White aims his queen there as well with Qf5.
against the mate threat, such as Bf5 to replace It isn’t a check, but there is nothing Black can
the knight’s protection of g6. This loses the do to prevent Qxh7# next move.
bishop to QxB+, but then gives the king a
chance to move to h8 and end the immediate As usual, you have to assume Black will see
threat of mate. (Mate follows sooner or later these consequences and so will not play the
anyway, as Black now is badly overmatched recapture g7xR that leads to them. That
in material and his king’s position is means you win the knight, but let's look farth-
cramped.) er and consider what Black instead will do.
His simplest good reply is Re8, giving his
king some breathing room to the side; for
what drives the mating attack here is the
king’s trapped position in the corner. Re8 also
keeps the g-file closed (i.e., it avoids moving
the g7 pawn), and so prevents White from
taking control with moves that give check.
Now White has no straightforward route to
mate—but it was the mating threat that turned
his removal of the guard into the clean win of
a knight.

Dg795: White to move

Dg795: The previous position did not quite


involve a mating square; it involved a square
(g6) that White needed on the way to deliver-
ing mate. Here is a similar idea. White's rook
is aimed at Black’s knight, and that seems to
be it—so far as attacks on Black pieces go.
But observe that White’s bishop and queen
both are trained broadly on the Black king’s
position. They aren't yet attacking the same
square, but there are lots of ways for a bishop Dg796: White to move
aimed like this to be combined with an attack
Dg796: White's queen can capture the Black he starts with this move, Black recaptures
rook or bishop, and his knight could give a BxQ—and now there is no way for White to
fork on d7 if Black's bishop didn't protect the vacate his knight from e5 with a threat that
square. But the most important feature of the leaves the path to e8 clear (if he plays Nd7+,
position is not any of this; it's something con- Black plays BxN and e8 still is guarded). But
siderably harder to see. It is that White’s if you play the reverse move order, the se-
bishop and e1 rook both are aimed at e8, a quence works fine. Nd7+ comes first, requir-
square adjacent to Black’s king. Yes, it helps ing Black to play BxN to quash the fork. No-
to see pieces so aimed even where obstacles tice that the e-file now is clear. Then comes
lie in their path; for it may be possible to clear QxR+, removing the guard of e8. Black’s
the obstacles away. As a practical matter you bishop takes White’s queen and is left unable
see this by going piece by piece and noting to protect e8. Now Re8 mates for White.
that you bishop has a clean attack on e8,
which at least is interesting. You look for a If Black is observant he will see all this com-
way to throw a heavy piece at that square, ing as soon as White plays the fork Nd7+; so
recognizing the makings of the bishop-and- instead of capturing with BxN, he will play
rook mating pattern we have seen elsewhere. Ke7, avoiding mate but forfeiting his queen.
You see that you already have a rook on the The removal of the guard via QxR never quite
e-file, and the question becomes whether the occurs, but the threat of it forces Black to
idea can be executed with Re8#. Diagnose the make terrible concessions.
obstacles.
A simpler way to see this? Just spot the knight
First, White’s knight and Black’s bishop fork Nd7+, imagine Black thwarting it with
block the rook’s path. Second, Black’s rook his bishop, ask how the board looks after-
on c8 protects the mating square. When you wards, and see the e-file opened for the e1
are removing multiple obstacles, the order of rook to use to drive through to the Black
moves can be quite important; the first stage king's position. The rook on c8 and bishop on
of your operations may affect the second. In d7 are in the way, but then White removes
this case it is clear that White can capture the them both easily enough with the check QxR.
guard of the mating square with QxR, but if
Distracting the Guard
(The Overworked Piece).

5.2.01. what prevents you from taking each of them.


Simple Cases: One Guard Protects Two Men. White’s a1 rook attacks the bishop on a3,
which is protected only by Black’s queen.
In earlier work we have studied many ways of White’s c3 bishop attacks the knight on f6—
loosening a piece or square. One is to capture which also is protected only by Black’s
the guard. Another is to make a capture on the queen. The logic of the opportunity becomes
contested square, allow a recapture, and see if clear: the queen can't effectively protect both
the piece left standing there is loose. Still pieces; if you take one, the other should be
another is to ask whether the guard also is left loose.
protecting something else that you might take.
That last method is our focus in this chapter.
We will be looking at cases where you want
to take something. It's guarded. We ask
whether the guard also is guarding any other
targets—another piece, or a mating or forking
square. If it is, the guard is said to be over-
worked: it has too many defensive responsi-
bilities. The next question is which of the two
things it protects you should try to take first.
Different move orders can have different con-
sequences, as we shall see. You may be able
to distract the guard from the first target by Dg797: White to move
taking the second one; or you may be able to
take one of them for free. Thus White starts with BxN, using the less
valuable of his two attackers first and inviting
Notice that there are two general ways to see it to be taken. If Black recaptures QxB, his
the pattern described here. You can examine bishop on a3 is loose and White takes it with
your opponent’s defenses with an eye out for his rook.
any pieces with more than one defensive job;
or you can spot a target you want to take (a
piece or a square), see that it is guarded, and
ask whether the guard has other responsibili-
ties. It amounts to the same thing either way,
and you will want to be at home with both
trains of thought.

We start here with simple cases where a sin-


gle guard protects two enemy men. We will
look at quite a few of these. It is important to
be comfortable with them, as this theme arises
Dg798: White to move
often.
Dg798: White’s immediate problem is that his
Dg797: In this first position to the left, be
queen is attacked by Black’s bishop. White
aware of the enemy pieces you attack and
looks at the attacking possibilities he has always hold. Let's think through its applica-
available and sees two principal candidates: tion here:
QxBd5, which doesn’t much help as Black
replies QxQ; and RxBe7, which is more inter- (a) White could begin with NxB+, forking
esting because the rook then attacks Black’s Black’s king and rook. Now Black plays
queen, creating a reciprocal threat to offset QxN, seemingly allowing White to follow up
the threat Black has pending—a hostage. with RxNc8. But not so fast: once the queen
True, Black can play QxR, momentarily win- moves, the knight at c8 still is guarded by the
ning the exchange; but then White safely rook on f8. So White actually loses the ex-
plays QxB+ after all (almost a good queen change with this sequence. Correct play for
fork, but the rook on a8 has protection). No- White instead is...
tice the visual relationships here. Black’s
queen provides the only protection for both of (b) 1. RxN—this time capturing with the
his bishops. Since both bishops are under at- more valuable of his attackers (and indeed
tack by White, one of them has to give. making a temporary sacrifice of the ex-
Again, the usual and obvious maxim is to start change). If Black recaptures QxR, White now
by making the capture that uses the less valu- has NxB+—not only a capture but a fork of
able of your two attackers—here, the rook. Black’s king and rook, allowing White to win
back the exchange that he sacrificed at the
If you find that your queen is attacked, re- beginning of the sequence. White emerges a
member that the attacker usually must have piece ahead.
protection; so take a moment to ask whether
its guardian has other responsibilities as well. The lesson: when you see that an enemy piece
is trying to guard two pieces, think carefully
about which to take first; imagine each cap-
ture and its consequences. Move order mat-
ters, sometimes making it better to start by
capturing with your more valuable piece after
all.

Dg799: White to move ]

Dg799: Look for any captures White can


make. Observation one: White can take
Black’s knight with his rook. Observation
two: Black’s queen guards the knight. Obser-
vation three: Black’s queen guards other Dg800: White to move
things, too—including the bishop on f6,
which White also can capture. So now the Dg800: The current idea may become slightly
remaining question is the order of operations harder to see, but structurally no different,
best used to take advantage of Black’s over- when the pieces involved are compressed in a
worked queen. White can start with NxB or small space. White has attacks against Black’s
with RxN. We have seen that the usual choice bishop and knight. Black’s queen and knight
would be to start with your less valuable protect the bishop, and his queen protects the
piece, in effect offering it up as a sacrifice knight as well. The fact that his queen is pro-
with the threat that you will make a worse tecting both pieces suggests a vulnerability.
capture afterwards. But that principle doesn't White experiments with captures and the
move orders involved in them and sees that if
he plays BxB, Black is in trouble no matter
how he replies: if he recaptures QxB, he
leaves his knight on c5 loose for the taking; if
he recaptures NxB, he leaves his queen loose
for the taking.

Dg801: Another case of compression, this


time at the other end of the board. Black has a
little knot of pieces in the corner. They protect
each other in a circle.
Dg802: Black to move

White’s bishop on g2. So now you ask what


else the g2 bishop protects and are led to the
knight on h3, which you can take with RxN+.
The beauty of the move is that White has no
choices to make in reply. His king is under
attack and has no flight squares, nor does
Black have anything to interpose, so BxR is
compulsory. Now White has QxQ+ in return
for his sacrifice of the exchange, and an even-
tual forced mate.
Dg801: White to move
Notice from the beginning the telltale visual
The rook on g8 guards the rook on h8. The pattern in which the White bishop supplies
bishop on h7 guards his rook on g8. The rook protection two fellow pieces in a Y forma-
on h8 guards both the bishop and the other tion—a sign of weakness.
rook. That last observation is the critical one:
we see one enemy piece guarding two oth- And again we see the importance of move
ers—a clue that it may be overworked. Play order. It might have seemed plausible, but
with captures in various orders to see if the would have been mistaken, for Black to start
replies leave one of the other pieces an odd with QxQ, inviting BxQ and then planning to
man out. White might like to try 1. RxR, but win a piece with RxNh3+ followed by RxBf3.
then Black replies RxR and the Black rook Actually, though, this wins less than a whole
left on g8 remains guarded by the bishop on piece. In reply to 2. RxN+ White has 2. ...Kg2
h7. But 1. RxB for White is different: once and suddenly both of Black’s rooks are under
Black plays RxR, his rook on g8 is left loose. attack—one by White's king and the other by
White takes it with his remaining rook on the White's bishop; and now the king guards the
g-file. Or Black can reply to RxB with bishop, making it safe. Black plays Rh3xBf3,
RxRg1; then White plays RxRh8. Either way, but then White replies KxRf3 and Black only
White wins a piece. ends up winning two pieces for a rook. He
still is losing, since he was laboring under a
Dg802: Black’s rook on a8 is under attack, as larger material deficit than that from the out-
is his queen; but consider your offensive op- set.
tions before worrying about it. Take apart the
knot of pieces near White’s king by asking Dg803: You are playing the Black pieces.
methodically what attacks what (and what Inventory your attacking options and what
defends what). There are no fewer than four stops them from working. Your queen attacks
pieces that Black's queen might take. The White’s rook. Your bishop attacks White’s
most attractive capture, of course, would be knight and pins it to White’s king. Your
QxQ. What prevents it? knight attacks White’s bishop. All of the at-
tacked pieces have protection, but don’t stop under attack. And the queen has responsibili-
there; look at the extent of the protection and ties elsewhere, as we have seen. So the knight
its stability. only seems to be protected twice; perhaps it
would be more accurate to say it is protected
one and a half times, since the queen that de-
fends it is stretched thin. In this case either
piece it protects can be taken first:

(a) Black can play 1. ...BxN+. You might


suppose that White would reply 2. QxB,
threatening to take Black’s loose queen with
his own; Black replies 2. ...QxQ, and after
White’s recapture 3. KxQ, Black has 3.
...NxB+, winning a piece. But Black has bet-
ter in reply to 2. QxB: the delightful 2.
Dg803: Black to move ...NxB+—which, when so played a move ear-
lier, is a knight fork of White's king and
The rook on b1 is guarded by White’s queen, queen. The priority of check requires White to
so turn your attention to the guard: does the move his king and lose his queen to NxQ a
queen also have responsibility for something move later. White’s better reply to 1. ...BxN is
else that you might therefore be able to take? just to move his king to e2 where it can pro-
Yes; for one thing, it is the only guard of the tect his bishop and limit his losses to a piece.
bishop on f3 (the pinned knight is no defen-
sive help). So Black plays NxB+. If White Or (b) Black also can begin with 1. ...NxB+.
recaptures QxN (he shouldn’t—he should Now if White recaptures with 2. QxN, White
play Ke2), Black has QxR+. has 2. ...BxN and again wins a piece. If White
moves his king instead of playing QxN, Black
has NxNd2 on the next move.

Dg804: Black to move

Dg804: This study resembles the previous one Dg805: White to move
but with Black’s queen positioned on a5 in-
stead of a2. This changes the analysis in sig- Dg805: As we have said, the current idea can
nificant ways. Once more White’s bishop is be a bit harder to see in cases where the target
attacked once and defended only once, since is attacked twice and appears to be guarded
the knight on d2 remains pinned. But this time twice, but where one of the guards is over-
that knight on d2, rather than the rook on b1, worked and the extra protection it supplies
becomes the other offensive focus for Black. therefore is illusory. In this example White
He attacks the knight twice, with his bishop has a possible capture in QxB. He can't play it
and with the queen behind it. The knight ap- because Black’s queen guards his bishop. So
pears to be guarded twice, by its king and carefully examine what other work the queen
queen. But a king is a suspect defender; it is doing; follow its lines and examine every-
cannot recapture on a square that remains
thing it protects or seems to protect. The f7 of the extra protection those two pieces have;
pawn is the eye-catcher because White al- whichever knight White captures, Black re-
ready attacks it twice (with his queen and bi- captures with his other knight and avoids
shop) and because it's next to Black’s king. trouble. But we still can exploit the over-
The pawn appears to be guarded by both worked queen. The trick in this case is to
Black’s king and queen, but here as in the last throw another attacker at one of the pieces the
position we remember that the king is a sus- queen guards. White does it with Bg5, which
pect defender of other pieces, and we already also pins the f6 knight to the queen. Notice
know that the queen has responsibilities else- that even with the pin, each of Black’s knights
where. So White plays 1. Bxf7+. Since it is protected as many times as it is attacked;
gives check the move can't be ignored. Black but Black nevertheless is in trouble because
must play carefully, as White has three pieces the queen is doing too much work. If White
closing in on his king against only two imme- next were to play BxNd7, Black would have
diate defenders; if Black merely moves the to recapture with QxB—and now the knight
king out of check (i.e, to h7 or f8), he will be on f6 would be loose. Black's likely reply to
mated soon. His best bet is QxB, removing Bg5 by retreating his queen, say to f8. Then
one of the attackers. Now White plays QxBd6 White plays BxNf6 (not BxNd7, which allows
and has gained a pawn—and will pick up the Black to escape with no loss after he recap-
loose pawn on e5 with his queen a move later. tures). Black recaptures NxBf6, and now
White emerges with a material advantage and White wins a piece with QxN.
better position.

To keep the exposition manageable we mostly


have been focusing on how enemy pieces are
defended, not pawns. But as this position
shows, of course, pawns make perfectly good
targets as well and mustn't be overlooked.

Dg807: White to move

Dg807: In the position on the left White has a


possible capture in RxN. It's prevented by
Black’s bishop on d6, which protects his
knight. So that raises another question: does
the bishop protect anything else you might
Dg806: White to move therefore be able to take? Yes—the e5 pawn,
which White can capture with his f3 knight.
Dg806: White's bishop on b5 attacks one of After he does, Black is stuck. He can forfeit
Black’s knights, which is guarded by Black’s the pawn straightaway or he can recapture
other knight and his queen. Meanwhile with BxN—but this allows White to play
White’s queen attacks the other knight on f6, RxN, still gaining a pawn. The Black bishop
which is guarded—again—by the queen and was overworked; it had too many defensive
by the first knight (the one on d7). The key responsibilities. Whenever you see that an
observation is that Black’s queen is guarding enemy piece guards more than one of its fel-
both pieces. This suggests that the queen is lows, consider whether a blow like this might
overworked. Normally we might take advan- be possible.
tage by capturing one of the pieces the queen
guards, but here that won't quite work because
It all looks simple enough, but complications different train of thought: seeing that you al-
lurk nearby. Suppose that after White’s Nxe5 most can play the capture KxN, noting that
Black moves his knight from b4 to c2: a zwi- you can't because the knight is prevented by
schenzug (or “in between" move) that post- the rook on h8, and then asking whether the
pones the recapture and instead attacks rook also protects anything else. This leads
White’s rook on e1. What would you do as you to the bishop on e8 and its capture by
White? It would be natural to move your your rook. White wins two minor pieces for a
rook, perhaps to c1 where it attacks the invad- rook.
ing knight. Natural but wrong; for you must
ask about Black’s next check and see that he That much should be easy enough to see. But
would then have Nxe3+. Of course you just can you spot the zwischenzug that—again—
take his knight with your f2 pawn, but the almost foils the whole thing? After White
priority of check has done its work: now plays RxB, Black can postpone the recapture
Black takes your knight that still is sitting on and play Nf3+, removing his knight from
e5—and there no longer is a Black knight on danger and requiring White to spend a move
b4 for you to capture in reply. responding to the threat against his king. This
he can do easily enough with BxN; but if
What went wrong? When Black played Nc2, White’s bishop weren’t on the long diagonal
White should not have moved the rook from (if it were instead on, say, a6), White’s se-
e1. Better just to leave it there and push for- quence here wouldn’t work. He would have to
ward again with the knight you used the first move his king, after which Black would play
time—the one then on e4. With Nd7 White RxR.
suddenly forks both of Black’s rooks, so now
White can afford to let Black play NxRe1+. The subtheme repeats: don’t assume your
White replies with the recapture Rb1xN and opponent necessarily will respond to your
then wins back his rook a move later at the capture with a recapture. Especially in these
other end of the board (Black only has time to positions where one enemy guard defends two
save one of them). In the end White keeps the of his pieces, it is natural for your opponent
pawn he set out to capture. (or for you when you are playing defense) to
react to the capture of one of those pieces not
by recapturing right away but by making a
time-consuming move with the remaining
piece—maybe a check, maybe some other
kind of threat—while taking it out of danger.

Dg808: White to move

Dg808: First you size up White's possible


captures and find two: RxB and KxN. Second
you ask what prevents them from working
and see that the trouble in both cases is the Dg809: White to move
rook on h8—so something has to give. White
starts with RxB (obviously he can’t start by Dg809: The overworked defender most often
capturing with his king), and then if Black is a piece, but it can be a pawn as well. Look
plays RxR White has KxN. You might as well at Black’s pawn on e7 and see how it protects
have reached the same result by a trivially two pieces, the bishop and knight to each side
of it. Treat this little visual formation as a sign His bishop on a3 attacks the knight on e7,
of weakness; it means that one of those pieces which is guarded by the knight on c6. The
has less protection than appears. Here White first thing is to see all those threats; the
has attacks against both pieces and neither of second is to ask how they relate to each other.
them has any other defenders, so his course is The key point: White attacks two pieces
clear: take one of the pawn’s protectorates; if guarded only by the knight on c6. He there-
he recaptures, then take the other. First comes fore plays 1. BxNe7, obviously preferring to
1. BxN, capturing with the less valuable start by offering up his bishop rather than his
piece. If Black replies e7xB, White has 2. queen. If Black recaptures NxB, White has
RxB. QxB, winning a piece in any event. (Black
can get a little something back by replying to
This time Black has no zwischenzug to of- 1. BxNe7 with Ba5xc3, threatening White's
fer—nothing interesting he can do with his f6 rooks. After White recaptures with the knight
bishop after the knight on d6 has been taken. from b2, Black can make his own recapture
But there still is something more to notice: NxBe7 without exposing any of his other
strange as it may seem, the whole thing works pieces to fresh capture. In effect he picked up
only because of White’s rook on a1. For no- a pawn to help mitigate his loss of a piece.)
tice that after White plays 2. RxB, Black can
play Rb3, pinning White’s knight to his bi- Again, a shorthand route to the same result is
shop—or skewering them; each piece is loose to see that White’s queen attacks Black’s bi-
and time is too short for White to move them shop at a5, but is prevented from taking it by
both. White can escape trouble by leaving the knight on c6; to ask what else that knight
both pieces where they are and playing Rc1, protects, and then be led to the knight on e7;
protecting the knight. But if the a1 rook were and thus to play BxN, putting Black to the
off the board or not within reach of c1, this choice of forfeiting his knight or recapturing
maneuver would spoil White's whole se- and then losing his bishop.
quence (remember that the other rook would
now have moved to f6). How could you be
sure to see this? By keeping tabs on loose
pieces all the time. White has two of them on
the third rank, a vulnerability that has to be
kept in mind constantly—especially with a
Black rook so close by.

Dg811: White to move

Dg811: Now consider our theme from a de-


fensive standpoint. White looks for anything
he can take and sees that he has the possible
capture Bxa5. The pawn is guarded by
Black’s rook, but White attacks the pawn
Dg810: White to move twice—with his bishop and with the queen
behind it. Yet there is a fly in the ointment.
Dg810: Take stock of White’s threats. (a) His White is imagining that Black will hesitate to
queen attacks Black’s knight on c6, which is play RxB because then White has QxR. But
guarded by a pawn and by the knight on d7. when you have that train of thought—in other
(b) His queen also attacks Black’s bishop on words, when you imagine that you need not
a5, which is protected by the knight on c6. (c) worry, because piece A will protect piece B—
pause to ask whether piece A already is pro-
tecting anything else. In this case the queen
presently is the sole defender of White’s
knight at d4. Black therefore can reply to
Bxa5 with BxN. If White recaptures on d4
with his queen, he loses his bishop at a5. Thus
White foresees that an apparently safe capture
would leave him with an overworked piece,
and so isn't safe after all.

You might have supposed that play would go


1. Bxa5, RxB; 2. QxR, BxN—and concluded Dg812: White to move
that White ends up with a pawn and rook for
two minor pieces. As we see, though, Black Put these ideas together, however, and there is
can do better by playing BxN a move earlier a way to make them work after all: you see
than that. Remember this idea: captures may that Black’s queen is overworked, defending
be forcing moves, but they don’t necessarily both the f6 pawn and the knight on d5; or you
call for a recapture on the spot; a fresh capture see that after 1. Rxf6+, QxR, Black’s queen
or threat elsewhere also is a possibility. Your suddenly is out of position to prevent QxN+.
opponent has choices of his own to make That little sequence leaves White with a
about move order. In this case White's initial knight and a pawn in return for a rook, which
capture 1. Bxa5 suddenly leaves his queen is okay, but the important thing is to keep
overworked. Black exploits it best by starting nudging the analysis forward. Both of White’s
with the less valuable of his attackers—his moves so far are checks. As long as he is con-
bishop on f6 rather than his rook on a7—and trolling the initiative in this way and pushing
inviting White to capture it. Black’s king around, he may have other tac-
tical gains to exhaust. Thus after 2. QxN+,
A larger lesson of the study: be cautious about Ke7 (forced—the king’s only flight square),
overextending your pieces. If you're thinking White asks what his next check would be, and
about sending a piece into enemy territory since he is working with his queen he natural-
(the temptation to snatch a pawn there is ly is watchful for forks. Thus 3. Qxc5+, fork-
common), consider carefully how you will ing Black’s king and rook and taking the rook
protect it; if your plan is to guard it with next move. White nets a knight and two
another piece, ask how secure the protection pawns.
will be. One danger is that your guard can be
taken in an exchange, leaving the advanced The point of this case is that sometimes you
piece loose. Another danger, seen here, is that can't see the full payoff of exploting an over-
your guard suddenly will become unable to do worked piece by just looking at the first cap-
defensive work elsewhere, in effect leaving ture you can make; you have to follow
some other piece or pawn loose. One way to through and consider what would become
stay alert to these dangers is to be aware of possible from your new position. Here the
any threats your opponent already has against idea of the queen fork that concludes the se-
any of your pieces. quence is impossible to see in a first glance at
the position. It’s something that comes into
Dg812: Back to offense. White has two view as you keep thinking about checks and
checks. One is QxN, the other Rxf6. QxN the enemy king’s resulting movements. The
doesn’t win anything because although White winning train of thought really starts with a
also has a bishop trained on d5, the Black willingness to consider Rxf6 even though it
knight is defended twice as well by its king appears to lose the rook on the spot. Don’t
and queen. Rxf6 doesn't seem effective, ei- focus on the immediate material loss; focus
ther; it forks Black’s king and queen, but on the changes the exchange creates on the
Black simply plays QxR. board that is left behind—what lines are af-
fected, what checks would be made possible, tion in other ways, as by playing his knight to
and what pieces would have been left with g6 so that after 2. d4xB Black can use the
less protection than before. knight to recapture. Black still has suffered a
loss, and indeed has a lost game, but at least
he ends up with a nicely-placed, well-
defended knight on e5.

The point: overworked pieces sometimes can


come into view unexpectedly, after some ini-
tial threat or capture and your opponent's re-
ply to it. Practice asking not only how his
pieces are defended, but how they will be de-
fended after the changes you can force.

5.2.02.
Dg813: White to move One Piece Guards a Mating Square and
Something Else.
Dg813: White’s queen is aimed at a diamond-
shaped cluster of Black material. It looks hard
to make headway because the bishop on e5
seems solidly guarded. But notice a great
weakness in the bishop’s position: it is
flanked on both diagonals, by a Black pawn
and queen. It therefore has no way to retreat,
and is vulnerable. (This visual pattern is
worth remembering.) White thus can create
great trouble by simply attacking it with a
pawn: d2-d4. No piece, no matter how well
protected, can sit still when threatened by a
pawn. Since the bishop has no safe flight Dg814: Black to move
squares, Black is obliged to play Bxd4 (well,
“obliged” is a bit strong; more on this below). Dg814: Now suppose you study the enemy
In itself this gains White nothing, but look at king’s position and see that you are close to
the changes that have been forced on the being able to mate but are stopped by an ene-
board: once Black’s bishop steps forward to my piece that guards the square you need to
d4 it is attacked once (by White’s bishop on reach. The same procedures apply here as in
f2) and guarded once (by its queen on d6). the cases just examined. Turn your attention
And the Black bishop’s movement also has to that enemy piece and ask if it protects—or
opened a line from White’s queen to the seems to protect—anything else that you
knight on e7—which also is guarded only by might be able to take.
Black’s queen. The Black queen has become
overextended, so the position invites White to The most basic mating pattern involves two
play one capture or the other. Which should it pieces—frequently the queen and some oth-
be? Clearly not QxN, since it loses White’s er—aimed at a square next to the enemy king;
queen for a knight. No, White starts with the the queen lands there with protection and the
cheaper piece and plays BxB, gaining a piece king has no escape. In the diagram here Black
for a pawn. (If Black recaptures QxB, then of has a classic formation for such a mate on the
course White has QxN.) g-file, where he threatens Qxg2#. All that
prevents this is White’s bishop on f3. So fo-
As suggested a moment ago, Black doesn’t cus on the bishop: since it is committed to the
have to reply to 1. d2-d4 with Bxd4. He can protection of g2, it is incapable of performing
forfeit the bishop and try to improve his situa- defensive work elsewhere. Ask what else it
appears to protect, just as you would if it prevented by White’s queen, which protects
were pinned, and you are led to the knight on the two mating squares. Next question: so
e2. The knight effectively is loose. Black can what else does the White queen purport to do?
take it with his e8 rook, gaining a piece. It guards the rook on g2; but really the rook is
as good as loose since the queen cannot afford
Dg815: Look at how White’s pieces relate to to leave d2. Black takes it with his queen.
Black’s king; see that he has two pieces
trained on g7, a square adjacent to the king. Dg817: White’s queen and bishop are pointed
White’s queen is about ready to mate there at f7; White imagines the mating sequence 1.
with support from his dark-squared bishop. Qxf7+, Kh8; 2. Qg8#, and sees that it is pre-
All that prevents this is the protection g7 vented only by the Black queen on d7.
takes from Black’s queen on e7. This means
the Black queen is inflexible, and the protec-
tion it appears to provide to any other pieces
may be illusory.

Dg817: White to move

Next he sees that the queen also protects the


rook on c6. Time to play RxR? Actually no;
Dg815: White to move for Black’s reply QxR will open the seventh
rank and permit the rook at a7 to assume the
Look for something else it seems to protect defense of f7. (The mating square f7 was pro-
and find the bishop on d6. White can play tected twice; you want to be sure to notice
RxB for free. attackers or defenders stacked one behind the
other.)

Yet it’s true that the queen is stretched too


thin, and as we have seen elsewhere it is im-
portant in such cases to consider both move
orders: imagine first taking one of the points
the queen is trying to defend, then imagine
first taking the other. Since 1. RxR doesn’t
work, White thus considers 1. Qxf7+. This
seems odd because it obviously doesn’t
work—as a mate threat. But it does work to
distract Black’s queen, which is required to
Dg816: Black to move make the recapture. Now White has BxQ+,
and after his bishop is retaken (the priority of
Dg816: Black doesn't have two pieces aimed check requires it) White finally has RxR,
next to White’s king, but when you study the winning the exchange and a pawn.
king’s position you see that it has another
problem: it's trapped on the back rank and has
no defenders there. Black almost can mate
with either Rc1 or Qe1. Both possibilities are
Dg818: White to move Dg819: White to move

Dg818: Here you want to see two things: that Start playing with one of the two offensive
White is stopped from playing QxQ only by ideas and see if it loosens up the other one. A
Black’s bishop; and that White is stopped natural way to begin is by liquidating the
from mating on the back rank with his queen pressure on the e5 pawn: 1. Bxe5, RxB; 2.
or rook only by Black’s bishop, which can QxR, QxQ. This loses White’s queen, but
interpose at f8. Ordinarily you might therefore again you’re just experimenting; it also moves
like to play QxQ, but not here; for once Black Black’s queen out of position to guard c6. So
replies BxQ, his king has a flight square and now comes the follow-up in that direction: 3.
Rd8+ just results in Kg7. So again try turning Bxc6+, Kb8 (forced); 4. Rb7+ (the next check
it around and playing the mate threat first, you can give), Ka8 (forced); 5. Rxb6# (the
expecting it to fail—but to leave the queen coup de grace—discovered checkmate).
loose. Thus White starts with Rd8+; after
Black plays Bf8, his only legal move, White Thus the idea is clear: the e5 pawn is more
has QxQ. vulnerable than it looks, because if Black de-
fends it he ends up mated. His queen is over-
This position arose when Black played Qxb2. worked. But you can’t assume Black will play
The move seemed safe because the queen was into your hands so cooperatively; you need to
guarded by its bishop from g7. A valuable consider what else he might try if you start
lesson recurs: if you send a piece on an ad- with 1. Bxe5. His queen would be threatened
venture and rely on a fellow piece to protect it by the move, so he has to do something to
on its new square, pause to ask what else that save it—either by capturing the bishop or by
other piece already is protecting—any other moving the queen. We have seen that captur-
pieces, and also any squares on which the ing the bishop doesn’t work out for him, so if
enemy would be able to mate. Black is astute he will avoid 1. …RxB and
instead just move his queen over to g6. This is
Dg819: This position has two foci. The e5 good for White; it wins an important center
pawn is heavily contested, being attacked pawn, takes the b8 square away from Black’s
twice and guarded three times. White also has king, and also threatens Black’s bishop on g7.
the makings of a threat against Black’s king: Now White can play Qf3 to beef up his mate
his rook is nearby, and his bishop can take the threat, unpin the e5 bishop, and add pressure
pawn on c6 with check. This doesn’t get any- against f7. It's all fine.
where because Black replies QxB—but then
you remember that Black’s queen also is one The point of thinking all this through is to
of the pieces guarding the e5 pawn, and so make sure Black is not left with any bad
you wonder whether the queen is overworked. threats, and he isn’t. After 1. …Qg6 he could
play 2. …Qb1+, but then White interposes
with Bf1 or Rd1 (where the rook has protec-
tion because White’s queen would have
moved to f3), and soon has Qxf7 and the
probable win of roughly a piece. E.g, 1. Bxe5, So at least at first it looks like White can take
Qg6; 2. Qf3, Qb1+; 3. Bf1, Be4; 4. Qxf7, Bg6 the knight on e5. With the idea now clear, go
(protecting his rook); 5. QxBg7, and now back and make sure it works; in other words,
White has evened things up (with an advan- ask whether the Black responses you are
tage in pawns) after starting the position be- counting on really are forced—and if not,
hind by a piece. Another way it could go: 1. what his alternatives are. White’s initial 1.
…Qe6; 2. Rc7, Ne7; 3. Bxg7. QxN not only captures a piece but also threat-
ens mate (Qe8#), so Black can’t ignore it; but
The result: Bxe5 works for White. he doesn’t have to reply QxQ. He can play
Qc8, taking his queen out of danger and de-
Dg820: Start with a look at your attacking fending the mating square e8. But that's okay;
options. You have one principal capture to White has won a piece.
consider (QxN) and three pieces all trained on
Black’s back rank but not quite coordinated 5.2.03.
(they attack different squares). What should When a Piece Guards Two Mating Squares.
strike you is that Black’s queen is serving
more than one defensive purpose. It protects Now we extend the progress of our current
the knight on e5; it also protects d8 from oc- logic a bit farther. Sometimes a piece can be-
cupation by White’s rook. come overworked by defending no pieces—
but two mating squares.

Dg820: White to move


Dg821: White to move
So think a little more about what the rook
could do if Black’s queen weren’t there be- Dg821: Examine the Black king’s position
cause White had played 1. QxN, QxQ. You here and you see that White’s pawn on h6
see that 2. Rd8+ then is safe, and it gives seals off g7 as a flight square; Black’s king is
check; Black has no good interposition (there stuck on the back rank. White can put a piece
is just Qe8, which loses his queen), so he there with RxR, which would be mate were it
would have to move his king to e7. Ask about not for the protection supplied to e8 by
the next check you might give. One would be Black's queen and knight. Look for ways to
Re8+, which achieves the coordination of disrupt the work of those pieces and you find
White’s rook and bishop that was impossible QxN+. The move threatens Qg7#, which is
on White’s first move. As you consider what will happen if Black replies by moving
Black’s choices in reply, don’t think about the his king to g8. Nor does Black have any in-
queen you now have on f5; the premise of this terpositions to offer. The best he can do is
train of thought is that it would have been capture White’s queen with his own; yet then
replaced by Black’s queen. But do notice the e8 has been left loose, so White plays RxR+
knight on e4, which would continue to seal and mates anyway a move later (Black only
off d6 and f6 as flight squares. Indeed, 3. has a useless interposition with his bishop).
Re8+ leaves Black’s king with no moves and
thus is mate.
In a sense Black's queen was overworked in a things a move). But if he does play NxR,
familiar way: it guarded two Black pieces (his Black mates with his queen on f1.
rook and knight). But the real significance of
its defensive role involved not those pieces An initial lesson here is to look not just for
but the squares on which they sat. The posi- the first mating threat you see, but for all of
tion works the same way with the Black piec- them; for if there is more than one, it may be
es gone from e8 and f6. that attempting to execute one of them (and
failing) allows you then to carry off the other
Now one way to blunder in this position is to successfully. Another point to take away:
start with RxR+, inviting QxR; you imagine when you see an enemy piece guarding a
then playing QxN+—not because it’s a queen square you need for mating purposes, ask not
fork that picks up Black’s bishop, but because just what pieces it might also guard but also
it allows you to mate with Qg7 next move. what other sensitive squares near the king it
But this fails because the initial move RxR+ protects.
is instead met by Black with NxR, where the
knight still guards f6 from its new square, e8.
The morals are several. First, the idea of cap-
turing first with your less valuable piece ob-
viously is less important when you're going
for mate. Second, move order matters—but
you knew that. Last, you want to carefully
look at all the ways your opponent can recap-
ture, not just the first that comes to mind.

Dg823: Black to move

Dg823: Look for pieces aimed toward White's


king and you find Black's battery of queen
and bishop on the long light-squared diagonal,
threatening to mate on g2. White defends
against the threat with his queen. Again, what
you also must see is that White’s king is
trapped on the back rank, nearly able to be
Dg822: Black to move mated with Re1—another possibility thwarted
only by White’s queen. Re1+ thus makes
Dg822: You might begin by observing the White’s position untenable, just as a similar
battery of queen and bishop Black has aimed rook move did in the last position. If White
at f1, next to White’s king; he would mate takes the rook with his queen, Black mates on
there were it not for the knight on e3 that pro- g2; if he takes the rook with his knight, Black
tects the needed square. The other thing to see mates on h1.
is that White’s king is trapped on the back
rank, nearly able to be mated with Rd1— Dg824: Black has a queen and two other
another possibility thwarted only by White’s pieces—his knight and bishop—all trained on
knight on e3. Thus while the e3 knight pro- e2, next to White’s king. All that prevents
tects no pieces, it protects two mating squares, QxN+ from mating is White’s queen. Notice
and this is one too many. Rd1+ makes as well that White’s king has no flight
White’s position untenable. He has to take the squares. As we know, such immobility means
rook with his knight, or White is mated now that any direct thrust at the king may threaten
(interposing the other knight on e1 just delays mate. Black can administer such a check with
Nc2.
pieces, pawns or important squares that you
can exploit. You see here that Black’s queen
also protects the pawn on a7; more to the
point, you realize, it protects the a7 square on
which White’s knight otherwise would mate.
Once you realize Black’s queen is guarding
two different mating squares the position just
becomes a matter of figuring out which threat
to use first.

5.2.04.
Dg824: Black to move Adding a Mate Threat to Create an Over-
worked Piece.
Since White can’t move his king his only le-
gal reply is QxN—but now Black mates on Mostly we have concerned ourselves so far in
e2. In effect White’s queen again was caught this chapter with cases where an enemy piece
trying to guard two mating squares. When is guarding two sensitive points on the board
you see the first one, look for another vulner- in front of you. But it also is possible to
able square the queen guards from which you create an overworked piece. You see an ene-
might be able to give check, distracting it. my piece guarding against mate; so you build
an additional mate threat on another square it
also protects. It becomes stretched too thin,
and then one of the threats works or you win
material that your opponent has to sacrifice to
save the game.

Dg825: White to move

Dg825: White has a traditional threat: a queen


and a minor piece aimed at a square next to
Black's king (c7). Qxc7# is prevented by
Black’s queen on c5. Two trains of thought Dg826: Black to move
leave from here. The first is simply to imagine
going ahead with 1. Qxc7+, QxQ, and asking Dg826: In this first example you see that you
what checks you would have after that forced (playing the Black pieces) have a queen close
exchange. There would be one with your d2 enough to White’s king to menace it. Think
rook (Rd8) and another with your e2 rook more precisely about how it could become a
(RxR), neither of which helps; but then there mate threat. If the queen had a supporter at-
also are two with your knight—Nd6 (no tacking h2 or g2, it could mate there. Black
good) and Nxa7, which is mate because the could furnish such support with Re2. The
d2 rook seals off the Black king’s flight rook on e1 obviously seems to prevent such a
squares. move, but hold that thought anyway. Now
notice that since the king is cornered, Black
The other way to see this is to focus on the also has the makings of mate with QxRf1.
Black queen that prevents mate in the first This, too, is prevented by the rook on e1.
instance and ask what other duties it therefore Aha: the e1 rook can be overworked; it guards
cannot perform—whether it protects any other
(or will guard) against two mating threats. So rook aimed at h7, so you add another with
you go ahead with Re2, which results in mate Rh4—a square Black’s knight defends. Black
one way or another: (a) If White plays RxR, can't sit still for this; he has to take one of
Black plays QxRf1#. (b) If White for some White’s rooks to prevent mate next move with
reason plays Rg1, Black plays Qxh2#. (c) If Rxh7#. His knight is his only piece that at-
White plays Rf2, Black plays RxRf2 (not tacks either rook, so his best move is to play
RxRe1, since then White has BxR); and now NxRg7 (we will consider his other options in
nothing can stop Black from mating with his moment). Now you have QxQ, winning a
queen on h2. (White has a couple of futile queen for a rook.
checks on Black’s back rank that delay mat-
ters for a move or two.) That’s the sequence as it goes with best play
by Black. But a move like 1. Rh4 does not
The e1 rook can be understood as overworked force your opponent’s reply in the strong
in that it guarded both the mating square f1 sense we see with checks or (sometimes) cap-
and also e2, which was a stepping-stone to tures. Black has a couple of other ways he
mate for Black and not guarded by anything could respond to it, and they all need to be
else. Another way to look at this position is seen and considered:
that Black creates an overworked enemy de-
fender. The e1 rook was frozen in place be- (a) Black could play 1. …h7-h5. No problem;
cause it needed to protect f1; once Black sees for of course you also see that you have the
this, he takes advantage by sticking a rook kernel of a discovery—indeed, a discovered
next to it and creating a fresh mate threat in check—with your rook and queen. Thus 2.
the process. Rxg6+, and there is nothing Black can do to
stop you from mating: 2. …QxQ, Rxh5+; 3.
Nh6 (a futile interposition), RhxN#.

(b) Black could play h7-h6. This seems better


because Black's pawn has protection from its
knight. So now your discovered check doesn’t
work; Rxg6+ again is met with 2. …QxQ, and
this time it won't work to give check with
your rook on the h-file because Black replies
NxR. You would have to simply recapture
RxQ—and then Black has NxRh4. But you
can do better in reply to 1. …h7-h6: play 2.
Dg827: White to move Qf7, and Black cannot escape mate (e.g., if 2.
…NxRg7, 3. Rxh6#). The best Black can do
Dg827: Start by looking at the captures you is throw checks at White’s king until he is out
have the power to make and ask what stops of them.
them from working. Here you would like to
play QxQ but are stopped by Black’s knight (c) Speaking of checks, Black can reply to 1.
on f5. You can’t take the knight, but maybe Rh4 with Ng3+. It doesn’t work. You come
you can experiment with ways of overwork- back with 2. Kh2. This looks a little scary
ing it since you have other threats pending because you are creating the kernel of a dis-
against Black’s king. Building a mate threat covered check with Black’s knight and queen.
often is a matter of finding a square next to But now no matter what he does you will be
the enemy king that already is under attack by able to play QxQ. Even if Black plays Nf5+,
one of your pieces and then adding another you still play 3. QxQ, NxQ; 4. Rxh7#.
attacker to it. To use the principle to overwork
an enemy piece, try planting that second at- The main line of analysis in this position is
tacker on a square that the enemy piece pro- another example of how an overworked piece
tects. Here you see that you already have a can be exploited two ways. If it protects a
piece and a square needed to mate, the first Or (b) Black can interpose his rook at h5. But
thought may be to take the piece; then again, now it becomes as good as loose; if White
it sometimes works better to play the mating takes it with RxR+, Black no longer can reply
attack, allow it to fail, and then take the ene- QxR (for White then mates with Qxg7). Yet
my piece left vulnerable by those defensive White soon mates anyway: after White plays
efforts. 2. RxR+ Black has to move his king to g8,
and now comes the knight fork 3. Ne7+, etc.
That sequence is why the position appears in
this section. Rh4 creates a fresh threat of dis-
aster that only Black’s queen can address, but
it already has a mortal threat to worry about at
g7. Once Black’s rook interposes on h5, the
Black queen thus is overworked in a
straightforward sense. It guards a mating
square and a rook that both are under attack,
and if it recaptures in one place it abandons
the defense of the other.

Dg828: White to move

Dg828: You see that White has a standard


formation for a mate: his queen is ready to
land next to Black’s king on g7 with protec-
tion from his knight. Black’s queen prevents
this, so White considers what else the Black
queen is trying to protect—and finds the rook
on g5. White can take it with RxR, but this
won’t quite work; once Black recaptures with
QxR, his queen still guards g7. What White
needs is a capture of a piece that Black can't Dg829: Black to move
defend without pulling his queen out of reach
of g7. The queen guards nothing else, but Dg829: You should have no trouble seeing
notice that the pattern might be completed if that Black’s queen and knight both attack g2,
Black’s rook could be forced onto a different that Black nearly is ready to mate there with
square. Or if you prefer, simply consider any Qxg2, and that White prevents this with his
checks White can give. By either route you queen on d2. The question is how you best
find Rh4+. can take advantage of the constraints this pat-
tern imposes on White’s queen. The only
How is Black to reply? White’s rook cannot thing the queen protects that you can take is
be captured, so Black’s only choices are to the pawn on d4. That would not be a bad gain
interpose something or move the king. Con- by itself, but in any event it is not just any
sider his principal alternatives. pawn; once Black takes it with Rxd4, his rook
now adds to Black’s offensive thrust by bear-
(a) Black can move his king to g8. When the ing down directly on White’s queen and the
enemy king moves, ask what checks you rook behind it. So consider White’s possible
would have against it on its new square; be replies to Rxd4 and their consequences.
especially alert to moves by the king that put
it on the same color square as your knight if (a) If he plays QxR, Black mates with Qxg2.
you have one in the neighborhood. Here Kg8
is met with Ne7+—a knight fork that wins the (b) White might search for a square where the
queen. Mate follows a couple of moves later. queen is safe and still protects both g2 and the
rook on d2, and so play Qc2. But then Black
plays RxRd1+ and mates next move no matter
what White does.

(c) White’s best move is to evacuate his


queen from d2 and try to take out the mate
threat on g2 directly by playing QxN. Black
doesn’t play QxQ now because White’s queen
still is guarded by his bishop. He plays RxR+,
winning the exchange and gaining a tempo he
can use to keep his own queen safe after
White’s king is forced to h2.
Dg830: White to move
This position could have gone in the next
chapter, which covers threats against a guard; Black has no flight squares for his king, so his
Black’s Rxd4 was an attack on White’s only legal reply is RxR. This leaves his queen
queen, which was protecting a mating square. loose and so allows White to play QxQ.
But the position also fits here because of the Black’s rook was overworked; it protected its
(b) line described above: Rxd4 adds a second queen and also the mating square c8. (Notice,
threat of mate—RxR—on top of the existing of course, that the reverse move order ends in
threat of Qxg2. White’s queen is responsible disaster for White, as the Black king gets a
for preventing both. If White isn’t careful, one flight square on g7.)
of the threats will succeed; and even if he is
careful he loses material. We see again a Dg831: This position is structurally similar to
standard method for overworking a piece: the first one in this section, though it looks a
observe that it is preventing mate; then make little different because of the compression of
threats on squares that it appears (perhaps pieces at White’s end of the board. Take it
deceptively) to be able to guard. apart the same way. Black would like to play
QxQ, but White’s rook on d1 guards the tar-
5.2.05. get.
Distracting a Rook from Duties Up the
Board.

Now we consider a single rather common


pattern. Sometimes a rook on the back rank
will protect a piece that lies somewhere up the
board on the same file. This can be a perilous
arrangement, because a rook so positioned
often is needed as well to protect its king
against attacks on the back rank. Such a rook
quickly can become overworked. Here we
examine this theme and variations on it in
Dg831: Black to move
some detail.

Dg830: This first diagram presents the point Since the queen’s defender is on the back
in simplest form. White has the power to cap- rank, test its stability by putting one of your
ture Black’s queen with his own, but the pieces there: Rb1+. White’s only legal re-
Black queen has protection from its rook at sponse is RxR—leaving his queen to be taken
b8. When you see a piece drawing protection with QxQ. White’s d1 rook was overworked.
from a rook on the back rank, ask whether
you can make trouble elsewhere on the back
rank—as with a check like Rc8+.
RxR, and now his queen has just as much
protection as it did at the start. But this posi-
tion also differs from the prior one because
Black has a second rook loose on his back
rank. So White replies to Kg7 with QxQ. If
Black recaptures RxQ, now White has
RxRa8. In effect Black’s rook on c8 gets
pinned to the other rook when White plays
Re8. It's another example of the same point:
think broadly about what your rook can do
once it's on the back rank.
Dg832: White to move

Dg832: White has a single capture available


with QxQ. It's prevented by Black’s rook on
his back rank. White considers dropping one
of his own rooks onto that rank, testing
whether the Black rook there might be over-
worked. This time Black can move his king to
g7—an option that, as we shall see, can com-
plicate matters a bit. Here White’s recourse is
clear enough, though: he then has RxR; and if
Black replies QxR, White has QxQ. (Or if
Black plays QxQ, it is met with RxQ.) The Dg834: White to move
point: once your rook is on the enemy back
rank, be broad-minded in thinking about what Dg834: White’s queen is loose and is about to
it might do there. get taken by Black’s queen. White naturally
would like to play QxQ himself, but at this
Dg833: You look at White's capturing options point it would just trade queens. Better to dis-
and see that he would like to play QxQ, but to tract the Black queen’s guard first with 1.
make it rewarding he needs to loosen Black’s Rc8+. Black has to play 1. …RxR and so
queen first. This he tries to do by adding one leave his queen loose. Time for White to play
of his own rooks to Black’s back rank—with 2. QxQ? Not quite yet; for then Black has 2.
check—via Re8. If Black plays RxR, White …RxR+ and ends up with two rooks in return
plays QxQ. for his queen. No, before White plays QxQ he
should exploit the priority of check and finish
the job on the back rank. He plays 2. RxR+,
RxR. Now comes QxQ, and White has won a
queen and a rook for his two rooks. He enters
the endgame with a queen against Black’s
rook and should have no trouble winning.

The general lesson is not to be hasty in play-


ing a payoff move like QxQ. Make sure you
have exhausted the damage you can do with
Dg833: White to move checks that hold the initiative; and make sure
you have not left your opponent any damage
Again, though, Black has the option of mov- to do (look at his checks) after you play your
ing his king to g7; so now what? Here, unlike concluding capture.
in the previous position, playing RxR then
ruins everything for White: Black replies
Dg835: Black to move Dg836: White to move

Dg835: Black’s queen is loose and is about to Move the knight, and do it violently so as to
get taken by White’s queen. He can retreat the force Black to spend a move making a reply.
queen or play QxQ; and QxQ would be a A check is best, and a fork is best of all; so
coup, rather than a wash played for defensive White plays Nf6+, attacking Black’s king and
reasons, if he could first get rid of White’s queen. After Black replies g7xN, the way is
rook on a1. He has a way to do this: he can clear for White to play the traditional Re8+.
drop a rook to the back rank with Rb1+. This Black’s king has no flight squares, so RxR is
gains him time; White has to save his king compulsory for him. Now White has turned
rather than play QxQ. But White isn’t re- the tables and plays QxQ; he has won a queen
quired to play RxR and then lose his queen. for a knight and a rook, a favorable trade.
Instead he can move his king to f2. But notice (Consider it as a matter of points. White con-
that now White's rook on a1 is attacked twice verted the three-point advantage he had at the
and defended just once; so Black can take it outset with his extra knight into a four-point
with QxR (if White replies QxQ, Black then advantage: now he has a queen and a rook
has RxQ). It's another example of broad- against two rooks.)
mindedness on the back rank: if the enemy
king moves, maybe there is other damage to
be wrought there.

Ah, but not so fast. Taking White's rook ac-


tually is a mistake; Black has better. When the
enemy king moves you religiously want to
examine any checks you can give against it in
its new position, even if that means interrupt-
ing a sequence you planned to play elsewhere.
Here 1 ...Kf2 for White gives Black a new
option against the king: 2. Qe1#.
Dg837: Black to move
Dg836: White’s queen is loose and under at-
tack, so as usual he considers whether to re- Dg837: Black has a possible capture in QxR
treat or take the offensive. He could win but it won't work now because of the protec-
Black’s queen if he first could be rid of the tion provided by White’s other rook on c1.
rook that protects it from d8, so of course he Black considers RxB+, asking whether it
thinks about putting one of his own rooks on would either draw the c1 rook away from
Black’s back rank. The trouble is that he guard duty or win the bishop for free. Sure
can’t: his rook on e1 is aimed the right way, enough, it requires White to play RxR, after
but the knight on e4 blocks its path. What to which Black plays QxR—recovering his rook
do? and netting a piece. By now that much is easy.
Yet there is a still stronger sequence; you find
it by playing with the alternative move orders
available to achieve your aims. This time start
with QxRc3. Now White plays RxQ; Black
replies RxBd1+; and since Black’s rook can-
not be captured White must interpose his
queen on f1. Black plays RxQ, winning back
his queen. After White recaptures KxR, what
is the net result? Black’s gain is the same: he
has won a queen, a rook, and a bishop for a
queen and a rook. The difference is that here
Black has traded queens as well as winning a
piece—a favorable adjustment, since the ad-
vantage of an extra piece becomes more mea- Dg838: White to move
ningful as the number of pieces on the board
decreases. That is why the usual goal once Use our current logic: when a rook on the
you obtain a material advantage is to trade enemy’s back rank is frustrating your offen-
away pieces, simplifying the position to make sive plans up the board, consider putting one
your advantage loom larger. Better still if you of your heavy pieces—a rook or queen—onto
can simplify pieces away during the course of that same rank to threaten his king and over-
your tactical sequence. work his rook. The path for such a piece can
be diagonal as well as vertical. Here White
The larger point is to remember that there are does it with Qe8+. Black is forced to play
two ways to proceed if you find an over- RxQ. Now the coast is clear for White to play
worked enemy piece. You can, at least in Bd5+; he mates a move later (after Black ex-
principle, go after either of the targets it pro- hausts a futile interposition with his rook on
tects (whether pieces or squares). Sometimes e6). At first the queen’s move to e8 may seem
the right move order is obvious; sometimes it counterintuitive because you imagine that it is
isn’t. Here it might seem obvious since the doing important work hemming in Black’s
most familiar move order does win a piece, king. But most of that work is being done by
but there is an advantage to taking a second the pawn on g7, and the rest of the job—the
look at the counterintuitive second sequence sealing of the f7 square—is done by your bi-
that leads with a more valuable piece—the shop once it moves to d5.
queen. Notice, by the way, that if White’s
king had a flight square (e.g., if his h2 pawn Now as a quick exercise, consider the conse-
were on h3), the second sequence wouldn’t quences of starting here with 1, Bd5+. Well,
work: White could reply to the rook check at that works, too: 1. …RxB; 2. Qe8+, Nf8; 3.
d1 by moving his king rather than by inter- QxN, Kh7; 4. Qh8#.
posing his queen. But the first sequence still
would be productive.

Dg838: White has a battery of queen and rook


(and a pawn, too) on the g-file, but let's as-
sume he can’t quite find a way to mate with it.
So examine the Black king more closely and
notice that it is completely immobilized.
When a king has no flight squares the merest
check may be fatal. Look for such checks, and
especially for open lines leading toward the
king on which you might put, say, a bishop;
look for these things and see that Bd5+ almost Dg839: White to move
mates. The trouble is that Black’s rook on d8
guards the mating square. What to do? Dg839: Here is the same position just viewed
but with one change: Black’s queen is on c8.
This alters the payoff but not the basic idea.
Now after 1. Qe8+, RxQ, 2. Bd5+, Black’s (c) Black’s king has a flight square and is
interposition of his rook on e6 is not quite well-advised to use it: in reply to 1. Rd8+ he
futile; for the rook is protected by Black’s plays Kg7 and escapes mate. But then White
queen. But White still has 3. BxR+, QxB; 4. simply plays RxR.
f5xQ, winning the exchange. The initial move
1. Qe8 performs the same function as before. Sometimes, as here, threats meant to over-
It forces Black to move his rook out of posi- work a rook on the back rank can end up win-
tion so that it can defend against mate only ning the rook itself, and of course there is
indirectly (by costly interposition) rather than nothing wrong with that. You still need to see
directly (by capturing your bishop). all the mate threats in play, though, because
they are the reason Black is forced to forfeit
the rook.

Dg840: White to move

Dg840: Again your inspection of Black’s king Dg841: White to move


shows it to be tightly constrained. Its only
flight squares are on the long dark diagonal, Dg841: By now the vulnerability of Black’s
which is almost as good as it having no flight king in this position should be obvious: it has
squares at all; either way an attack along that no flight squares; an attack against it on either
diagonal will be a potentially lethal threat. of the light squared diagonals leading to its
White’s queen has the ability to make such a position has mating potential. If White puts
threat, and it's essential to see that there are his light-squared bishop on b5, Black stops
two ways to achieve it: Qc3 and Qe5. Neither him by interposing a pawn on c6. So White
move works because both squares are de- turns his attention to the other diagonal and
fended; but examine the quality of the protec- the possibility of Bf7, where the bishop mates
tion carefully. Qc3+ is made ineffective by but for the Black rook guarding the square
Black’s rook on c8. We know a way to ad- from h7. Fine: now White has a target in
dress this: White puts his rook on d8 with Black’s rook. He has a way to attack it and
check. Now what is Black to do? take something it protects with Qxh5, but to
this Black can reply g6xQ. So White works
(a) If he plays RxR, White has succeeded in backwards and sees that he first needs to get
distracting away the guard of c3. He plays rid of the g6 pawn by taking something it pro-
Qc3+ and mates (Black has two futile interpo- tects. He therefore begins with 1. RxB.
sitions which White’s queen eats up). Black’s only recapture is 1. …g6xR; and now
White plays the fork 2. Qxh5+ (notice that the
(b) If Black plays QxR—an important possi- movement of Black’s g-pawn extended the
bility to notice—White still wins by using his open line to his king) and mates with Bf7 next
queen’s other route to the long diagonal: move no matter what Black does. (E.g., Black
Qe5+, and again he mates after Black ex- plays RxQ, and then White has 3. Bf7#.)
hausts an interposition (Qf6).
Now of course if Black sees this coming he
will not reply to White’s initial RxB with
g6xR. He will play something like Qd6 or
Nd7, refusing to move his pawn on g6. So
White wins a piece. Again, however, the fruit-
ful train of thought started with the mating
idea and worked backward from it—not be-
cause the sequence ended up achieving mate,
but because it would have achieved mate if
Black recaptured every time you captured. It
is the threat of mate that forces Black to for-
feit material in order to stop you.

This is another of those positions which could Dg842: White to move


fit comfortably in the next chapter on attack-
ing the guard, but it fits here as well because Starting with the knight fork doesn’t work; for
in the end the Black rook is overworked: it after Black replies RxN, White has nothing
protects the mating square f7, but also what left (he needed both his knight and rook to
turns out to be an alternative mating square mate on f8). But if you start with the mating
for White's queen: h5. threat Rf8+, Black has to reply RxR—and
now the fork Ne7+ does work, because you
5.2.06. only needed the one piece to execute it. You
Forking Squares and the Overworked Piece. win a queen for a rook.

Sometimes a forking square guarded by an


enemy piece can be loosened by taking some-
thing else the enemy piece protects; or maybe
the other piece it protects can be taken for
free, as the enemy concludes that recapturing
only results in a more costly fork a move lat-
er. We saw lots of examples of this in the
chapters on the double attack. Now we can
see those studies in fuller context: they all
were cases where the guardian of the forking
square was overworked. Here are some other
Dg843: Black to move
examples of how these two concepts—the
overworked piece and the double attack—
Dg843: Black has a single capture of a piece
usefully can be combined.
available: QxN. Obviously it doesn’t work
because White’s knight is guarded by his
Dg842: With a knight so deep in Black’s ter-
queen. But at least you see that White’s queen
ritory the thought of a fork can't be far from
is working. Is it protecting anything else?
your mind in the position on the left. Here
Yes; the queen also is the sole guardian of the
Ne7+ suggests itself, but the forking square is
bishop on b2. You have nothing you can use
guarded by Black’s rook. Meanwhile you also
to take the bishop, but you inspect your knight
have a rook on the open file leading to the f8
moves and see that Nd3 attacks it—and also
square next to Black’s king—and your knight
forks the king. How might White reply to this
attacks that square as well, so you almost can
move?
mate with Rf8. The problem is that f8 is
guarded by Black’s rook. So: your two best
(a) If he plays QxN he loses his queen to
offensive prospects both are frustrated by the
Black’s rook, so instead he no doubt will
same enemy piece, suggesting it may be
move his king.
overworked. Try going through with one of
the two ideas to see if the other then becomes
(b) If White moves his king to f1, his queen is
feasible.
left overworked: it is the only guard of the
knight on f3 and the bishop on b2, both of tion: does the c8 bishop protect something
which now are attacked by Black pieces. Thus else you can take? Its only other protectorate
Black plays NxB; and if White recaptures is the pawn on b7, but don’t be shy about con-
QxN, Black has QxN. sidering a capture of it. The piece White has
for the purpose is his other knight, and he sees
(c) If White instead responds to Nd3 by mov- that Nd6xb7 is another fork, this time of
ing his king to d1, be alert: he has just walked Black’s queen and rook. So this is what he
into the kernel of a discovery on the d-file; plays, and it wins the exchange (plus a pawn)
now Black plays Nf4, discovering check and after Black ushers his queen to safety on e7.
taking White’s queen next move. Black can’t play BxN because he needs his
bishop to keep guarding e6 against White's
It is common enough for an enemy piece to worse forking threat.
guard two others, and for you to attack only
one of them—as we find in the initial position The Black bishop was overworked. It pro-
here. Throwing an attacker at the other enemy tected two different forking squares. In re-
piece (i.e., moving a piece into position to trospect you therefore can see that the pres-
attack White’s bishop) usually does not create ence of Black’s pawn on b7 was unimportant;
a crisis for your opponent, because now it's what made b7 significant was that a fork was
his turn and he can either move one of the two available from there, and this would have
attacked pieces or give it another guard. An been no less true—though it might have been
exception to this logic arises, however, if you a little easier to overlook—if b7 had been
can add an attack to the second piece with a empty. The point to take away is that a piece
double threat—as Black did here with his can be overworked just as easily by having
knight fork. Then there is no time for White responsibility for too many forking squares—
to move one of the attacked pieces. He has to empty or occupied—as it can be when it
spend his time saving his king, and after he guards too many mating squares or too many
does that his queen is left overworked. pieces or any combination of these things. So
while your tactical investigations can begin
with a look at any pieces you can capture,
they also need to include high awareness of
any forks or mating possibilities and how the
enemy fends them off.

Dg844: White to move

Dg844: Do nothing without examining any


checks you can give; and if you have active
knights, do nothing without inspecting their
prospects for forks. In this case either inquiry Dg845: White to move
leads you to Nxe6+—a fork of Black’s king,
queen, and rook. The only trouble is that the Dg845: First see the convergence of the paths
forking square is protected by Black’s bishop of White’s queen and rook at h7, where he
on c8. The bishop could be taken out first by would mate were it not for the protection sup-
your d6 knight, but then Black plays QxN and plied to that square by Black’s queen. One
nothing has been accomplished; now his way to interpret this is to say Black's queen is
queen guards e6. So move to the next ques- frozen on the seventh rank (it can’t afford to
go anyplace out of reach of h7); another is to and wins a piece. Now you can see another
say that White can, by playing RxN, force refutation for Black as well. After White
Black’s queen over to h7. Both perspectives plays Nxe4, his knight is guarded by his
are accurate; the question is which is more queen; that is what prevents NxN. Look at
useful. To answer this you need to consider what else the White queen protects, or look
your other offensive options (or near-options) for any checks Black can give, or look for any
and how Black’s queen bears on them. Per- intriguing visual pattern; the result by any
haps the simplest thing is to imagine Black’s route is Qxc3+—a triangular queen fork that
queen over on h7, for then it's easier to see the wins the rook on a1. So after White starts
triangle between Black’s king, rook, and f6 with Nxe4, Black goes ahead with NxN, invit-
pawn—and thus a queen fork for White with ing White to play QxN. If he does, he leaves
Qxf6+. Black’s queen is revealed to be over- the forking square loose and Black plays
worked: it protects the mating square h7 (and Qxc3+, gaining a rook. White overworked his
the knight that sits there), and it also protects queen, using it to guard his knight and a fork-
the forking square f6. The fork doesn’t come ing square.
into existence until the queen moves out of
the way, so RxN rather than Qxf6 is the right We revisit an earlier point: if you venture a
way for White to begin. piece out onto the board, perhaps to grab a
pawn, and expect it to be safe because one of
There still is a loose end, of course: the rook your pieces will protect it, you must pause to
that is the target of the fork is guarded by the ask not only if the guardian can be taken, but
knight on c6. So naturally you start with 1. also what else it is supposed to protect—what
BxN, b7xB—then 2. RxN+, QxR; 3. Qxf6+ pieces, and what squares.
and 4. QxR, winning a piece.

You also might have seen the idea here by


simply examining your checks: Qxf6 and
RxN. You see that Black’s queen recaptures
in both cases—and this causes you to wonder
what happens if you play one of the checks
and then the other.

Dg847: White to move

Dg847: Start, as ever, by reconnoitering: what


captures do you have the power to make?
White’s queen threatens the rook on c7. The
rook’s only guard is the queen on e7. This
means the Black queen lacks flexibility,
which invites you to look for ways to exploit
Dg846: White to move other squares the queen appears to protect.
One would be to give check with 1. Nf6,
Dg846: We saw this position in the chapter on where White’s queen pins the g7 pawn and
capturing the guard (see 5.1.2.5.). White is thus gives the knight a safe berth. If Black
considering Nxe4, which looks plausible be- plays QxN, then of course White has QxR and
cause the pawn is protected once and attacked wins the exchange. But Black can avoid that
twice. But in the earlier chapter we saw that outcome by instead moving his king to h8, so
Black can reply QxQ+, removing the knight’s the question is what comes next. Since you
guard; after White recaptures, Black has NxN just moved your knight, ask whether it has
fresh forking prospects. This leads to the the knight, but that isn't the point; the point is
charming move 2. Ne8, attacking the rook on that the knight can’t afford to leave its
c7 a second time and also creating the star- square—and thus that White can play his only
tling mate threat Qxg7#. Black can extinguish check (1. Nc6) with impunity. Black replies
the threat with QxN, but now comes the Kb7. Other king moves are possible, but this
much-awaited 3. QxR—followed by 4. Qxa7 one seems most attractive as it puts some heat
(after Black moves his b8 rook up the board; on White’s knight. Now ask: why doesn’t
he can’t move it to a8 because White’s bishop Black instead play RxN (with either rook)?
covers the square). White wins the exchange The answer is that when White played Nc6 he
and a pawn. unmasked the threat of BxN, which would
destroy the guard of Black’s queen. If Black
The only variation to worry about occurs after tries RxN, White thus has BxN+—and since
White plays 2. Ne8. Black doesn’t have to it’s a check (a crucial point), Black would
play QxN; he can block the mate threat with have to spend time moving his king. White
g7-g6. But this is much worse for him, be- then has QxQ. Replying to 1. Nc6 with Kb7
cause by failing to make a capture on that means that if White plays BxN it won’t give
move he has left his rook on c7 attacked twice check and so won't be nearly as dangerous.
and guarded just once. So after White plays 3.
NxR Black dares not recapture. White wins a All right; think of the position resulting from
whole rook, not just the exchange. 1. Nc6+, Kb7 as a little adjustment of the
board White can force at no cost. What would
The trickiest part of the position is seeing the then be possible? Since your knight is in the
finisher Ne8, as knight moves to an oppo- picture you should be thinking about forks
nent’s crowded back rank are not common. and see 2. Ne7, attacking both Black rooks.
The way to ensure that you see such moves is This sounds good, but now wait. 2. Ne7 is not
simply to be vigilant in looking for forks any- a check, so it gives Black time to make any
time your knight is in enemy territory, and move he likes. The danger is not that he will
reinspecting for them after any move of the play QxQ, for then White replies Nc1xQ and
other side's pieces—especially his king. the fork still hangs over Black’s head. No, the
problem is that Black will reply to Ne7 with
RxNc1+, a crushing riposte; for now Black is
the one who has destroyed the only guard of
White’s queen and has done it with check.
After White plays RxR, Black has QxQ. So 2.
Ne7 doesn’t look so good for White after all.
Yet White can rehabilitate the idea by pausing
to play QxQ on his second move—then play-
ing 3. Ne7. Now if Black plays RxNc1 it
doesn’t matter. White recaptures and wins the
exchange.

Dg848: White to move Black still has an idea. Remember that after 1.
Nc6+, Kb7; 2. QxQ, NxQ; 3. Ne7 (the fork),
Dg848: The tension is high anytime the Black now has a knight on g4. He, too, thus
queens are faced off against each other, as has a knight fork to offer of White’s two
they are here. Each side looks at how the op- rooks: Nf2. Thus it can go 3. Ne7, Nf2—but
posite queen is guarded, asking whether the then White plays 4. NxRg6, and after 4.
guard might be undermined or whether there …NxR, 5. RxN, White has won material.
is a way to exploit its required attendance by (Black's rook was loose; White's rook wasn't.)
the queen's side. In this case Black’s queen is Okay, but now suppose it goes 3. Ne7, Re6; 4.
guarded by the knight on e5. White can’t take NxRc8, Nf2. This way Black is hoping to take
one of White’s rooks and then capture the But the most important lesson here is the
knight on c8. Ah, but this doesn’t work either, question of move order. It all works for White
for now White has 5. NxBb6 and he still wins so long as he liquidates the queens at precise-
a piece. So Black is better off losing the ex- ly the right moment, neither too soon nor too
change as described at the end of the previous late. He doesn’t do it on the first move be-
paragraph. You need to see these variations, cause keeping the Black queen on the board
though, as they might have ruined everything. also keeps the Black knight where it is. He
The point to remember is that when either or doesn’t wait until the third move because then
both sides are moving their knights around, as Black has time to turn the tables. He does it
both are here, you have to keep asking about on the second move, after the Black queen’s
the next capture or fork the pieces can give presence has fulfilled the useful (to White)
from their new squares. And when you're op- purpose of freezing the e5 knight long enough
erating without checks, as White largely is for White to play Nc6+. A final way to state
here, it makes life complicated. You have to the key point: notice that the safety of each
keep asking what counterthreats the enemy queen from the other is the paramount consid-
could make elsewhere. eration at every turn. If either party is able to
capture the guard of the enemy queen and do
This position is full of other useful lessons it with check, he will win the queen and the
large and small. Start with the small: as you game. In the end neither side loses a queen
look back on the position you can see that the (they merely are traded), but the pressures
knight on e5 was overworked. It guarded created for each by the need to avoid so losing
Black’s queen and also the c6 square, which a queen dictates much of the other tactical
White was able to use as a springboard for a operations. It is the reason why Black’s first
double attack with his knight. Second, the reply is not RxNc6, and it is the reason why
layout of Black’s rooks here is worth a stare; White’s second move must not be Ne7.
they are nicely arranged for a knight fork.
Attacking the Guard.

5.3.01. away a queen that guards a piece or mating


Introduction. square. Later we will consider attacks on less-
er pieces.
Sometimes it isn't feasible to capture or over-
work an enemy piece that impedes your plans. 5.3.02.
There remain other ways to get rid of such a Checks to Drive the King Away from Guard
piece, one of which is to threaten it and thus Duty.
force it to move. When we speak of “attack-
ing” the guard, this is what we mean: not cap- A piece protected by its king is a vulnerabili-
turing it, but aiming a piece at it with the ty: the king can only provide protection so
threat of a capture. This technique tends to long as it is right next to the piece it guards;
work best when the guardian is a king or and in response to an attack the king often has
queen, since their high value typically gives to move since adding defenders to it is no
them no choice but to flee an attack and thus help. So when you a see a piece so protected,
abandon their defensive duties; just beefing it's especially useful to look for any checks
up their protection is not an option. But lesser you can give; whatever else they do, the
pieces also may find it necessary to flee a checks may leave loose whatever the king
threat if they're loose or worth less than the meant to guard.
piece that threatens them. Or in other cases
the attacked piece may not flee; instead it may
capture your attacker, and this may be much
to your liking—indeed, it may be your inten-
tion—if it means something else has been left
loose in the meantime.

Getting rid of a guard by attacking it can be


complicated, and the hard positions in this
section are among the most demanding in the
book. The reason is that when you attack a
piece other than the king you are not forcing
your opponent’s reply in the same way you do Dg849: Black to move
by making a capture or check. You have taken
nothing from him, so he may have plenty of Dg849: Turn to the position on the top.
reply options to consider: a counterthreat, a Q: What does Black attack?
check, or a move of the attacked piece that A: White’s rook; nothing more.
takes it out of danger and still enables it to Q: What guards White’s rook, preventing
perform guard duty. These possibilities all RxR?
have to be considered when you make a A: White’s king.
threat, but sometimes they can be cut down by Q: Can White’s king be checked and thus
using threats that have other good things driven away from the rook, leaving it loose?
going for them as well—for example, threats A: Yes, with Bd3+. The king moves to g1,
that also give check or fork another piece. and now Black wins the rook with RxR+.

We will start with attacks on the king when it On second thought, however, don’t jump to
guards one of its pieces, since these are the the conclusion that a check will force the king
easiest to understand and use. Then we will to move; consider whether your opponent has
look at the more difficult problem of chasing other options. Here White also would have
the option of Re2, blocking the check with his pawn's ability to change files by capturing.
rook. But now the rook would be attacked White plays g4xf5+, and now Black must
twice and still defended just once, so White move his king: he can take White’s pawn with
again wins it with RxR. Black's initial Bd3+ it or he can move the king elsewhere, but in
thus works fine, but we'll want to stay in the no event can he prevent White from winning
habit of looking at all of an enemy's possible the bishop with RxB next move.
replies to threats like this.

Dg852: White to move


Dg850: Black to move
Dg852: White attacks nothing as yet, but he
Dg850: Black's king threatens White’s rook. does see that the knight on f6 is protected
What guards the rook? White’s king. Can only by its king. This alone is suggestive, so
Black check White’s king and thus drive it he experiments with any checks he can give.
away? Yes, with Rh4+. White has to move his There is just one: Qe7+. It attacks the knight
king back to the third rank, leaving his rook and checks the king, forcing it away to the
loose and thus permitting Black to play KxR. eighth rank. Now White wins the knight with
But wait: what if White instead replies to QxN. The key: remember that any piece
Rh4+ by interposing with Rg4? Then the rook drawing protection from its king is a potential
is attacked twice and protected once, and is target, whether or not it currently is under
lost—but only because of the bishop on e6, attack; simple checks may leave it loose.
which thus is essential to make this sequence
work.

Dg853: White to move

Dg851: White to move Dg853: A variation on the same theme. Again


White attacks nothing and again he looks for
Dg851: White's rook attacks Black’s bishop. any checks he can give, perhaps noticing this
What guards the bishop? Black’s king. Does time that the knight on f6 is loose. His possi-
White have any checks that will force the ble checks are two: Qe8, which loses the
king to move? Yes, if you remember to con- queen right away to Black’s knight or rook;
sider the work your pawns can do as well as and Qe6, which is far more interesting be-
your pieces—and if you bear in mind the cause it is safe and forces the king to move.
Naturally Black will want to move the king in dering how the board would look at the end of
a way that allows it protect his knight, which any such sequence—and especially in looking
White is poised to capture; so Black tries for any fork that might then be executed as a
Kg7. But now we are back in the familiar po- kicker. In this case Black’s king would be left
sition where an enemy piece is guarded by its on f7, so White looks for checks against the
king. What to do? Give another check. White king on its new square or any loose Black
plays Qe7+, and now the king is forced to the pieces to attack and finds Qf4+, winning the
back rank or to h6. Either way, White takes rook that is stranded on e3. White ends up
the knight next move. with a queen against Black’s bishop and an
easily won game.
There are two points to take away here. One
is that the same piece may be able to both These possibilities will repay some review. A
give check and take a piece that the king pro- lesson of them is to take care against rushing
tects once the king moves. The other is that through an imagined sequence and automati-
sometimes more than one check is necessary cally assuming that after 1. Rf8+, QxR must
to create the needed arrangement. come the natural recapture 2. QxQ, KxQ.
Throwing an “in between” move, or zwi-
schenzug, into the sequence (2. Bd5+) turns it
from a loser into a winner.

Dg854: White to move

Dg854: You have a queen and rook nicely


coordinated on f8, but Black guards the Dg855: White to move
square twice, too. Still, imagine playing these
things through to see what results. Your first Dg855: You’re making progress if you realize
thought might be 1. Rf8+, QxR (if Black in- that in this position you have to consider 1.
stead moves his king, he loses his queen); 2. Qe7+. Sure, it looks suicidal; after 1. …QxQ;
QxQ+, KxQ—losing a rook. But now pause 2. RxQ, KxR you would have given away a
after the first pair of moves. The queens rook. But a less hurried view of the sequence
would then be faced off against each other, is needed—and an application of the principle
and the only guard of Black’s queen would be shown in the previous frame. After the first
his king. If you could give a check you might step, 1. Qe7+, QxQ, don’t mechanically im-
be able to pry the king away and leave the agine yourself recapturing Black’s queen.
queen exposed to capture. You have a tool for Pause and consider the board after just those
the purpose in your light-squared bishop: 2. steps, and see that Black’s queen would then
Bd5+. If Black moves his king to Kh8, 3. be attacked once by your rook and protected
QxQ nets a queen for a rook. just once—by Black’s king. A king is a poor
guard for an enemy piece because an attack so
You might think Black could do better by easily drives it away. What checks would
instead blocking the bishop check with Qf7; White have here? 2. BxB+. Black’s only legal
then play goes 3. BxQ, KxB, and Black seems move is to interpose his queen at e6; then
to have taken another White piece in compen- White has 3. RxQ and has won a piece.
sation for his queen. But be resolute in consi-
Another way to see this would be to observe And now White has replaced a Black rook
from the start that White has the option of protected by two pieces with a rook protected
BxB+ and that only Black’s queen on d7 pre- only by its king—and which he still attacks.
vents it. Then look at your checks and see
Qe7+, forking Black’s king and queen and
requiring him to play QxQ. You realize that
Black’s queen is overworked, and that after
the sequence just described his bishop would
be left loose. Giving up your queen to win the
bishop wouldn't make sense, but then you see
that BxB is a check that wins back your queen
after all and leaves you a piece to the good.

Dg857: White to move

All that remains is to drive the king away with


a check. Since White has vacated his rook
from e5, the way is clear for him to play
Bd6+. The king moves to g8, leaving the rook
on e8 loose. White takes it with RxR+.

Lesson: when an enemy target is guarded by


Dg856: White to move its king and another piece, try to get rid of the
other guard so that only the king is left—for
Dg856: Black’s position looks secure. His then a check may be usable to drive it away.
rooks guard each other, and his queen is Getting rid of the other guard may be a matter
guarded by its king. Yet in that last observa- of attacking it directly, or as in this case it
tion lies a vulnerability, especially since may be a matter of taking the target and al-
Black’s queen is under attack—indeed, it is lowing a recapture by a piece that ends up
pinned. If its guard were driven away it might with only the king as a defender.
be taken. White looks for checks he can give
and takes full advantage of the pin on Black’s Incidentally, if you were looking for a way to
queen by putting a rook en prise to it: Re7+. blunder here, a natural method would be to
Must the king move? No, Black can play focus too much on the idea of liquidating the
RxR. But the joy of doubled rooks, as White rooks; as White you might imagine 1. RxR,
has here, is that one can replace the other: RxR; 2. RxR, KxR and then you seem to be
now White replies RxR+, and this time mov- out of options. Our familiar point repeats:
ing the king is Black's only recourse. Whe- when you imagine even a short sequence,
rever it goes, White has QxQ. don’t forget the possibility of usefully insert-
ing checks into the middle of it.
Dg857: Again White has his rooks arranged
in a battery along a file while Black’s are Dg858: You see that Black’s bishop attacks
connected on the back rank. But this time the your rook. Before moving anything, though,
use White makes of the pattern is different, think about offense—e.g., captures you can
for it is Black’s rook on e8 that is under attack make. Your rook attacks Black’s rook, which
but protected by his king. True, it also is pro- is guarded only by its king. Mission: drive
tected by the a8 rook; but then again, White Black’s king away so the rook on d8 is left
attacks it twice. White thus begins with RxR+ loose. What tools do you have for this pur-
(his only check, for those who keep track of pose? For openers you have a knight that can
these things). Black’s reply is forced: RxR. give check. Think about Nf6+. If Black
moves his king he loses his rook, so naturally
he instead would prefer to play e7xN.

Dg859: White to move

Now it’s a matter of driving off the king with


Dg858: White to move checks by White's queen—and remember that
it may take more than one check to accom-
This appears to ruin your idea, but not so fast: plish the purpose. White starts with Qd7+.
that check and capture would have had signif- Black resists the invitation to abandon the
icant consequences, removing the Black rook, and so plays Kf6. Now White adds
king’s pawn cover on the e-file. Remember another check: Qd6+. Black has to move his
the mission, and consider checks you then king to g7. But notice that while Black’s king
would have (that wouldn't require moving the still protects the rook, White’s queen now
d5 rook from its file). There is one left: Rh1- attacks the rook a second time. White plays
e1+. This time Black has no choice but to QxR+ and Black is unable to recapture be-
move his king and forfeit his rook. White cause White’s queen has protection from its
wins the exchange; since he operated solely king.
with checks, Black never was able to play
BxR. The position is a fitting conclusion to this
subsection because it involves several of the
Again we see that it may take multiple checks ideas we have considered here. First an ex-
—whether with the same piece or successive change is performed so that a piece White
pieces—to force the king away from its pro- attacks ends up protected only by its king.
tectorate. Don't give up on such a possibility Then two checks are used to manipulate the
too easily. king’s position. Finally, the same piece that
administers the checks also is used to take the
For an additional little illustration of the same target.
principle, imagine this same position with the
g2 pawn off the board. Then after 1. Nf6+, 5.3.03.
e7xN; 2. Re1+, Kf8, White has 3. RxR+, Flush Checks (the Decoy).
Kg7—and then Re1-g1+, forcing the Black
king away from the h8 rook and allowing it, Sometimes the purpose of a check is not to
too, to be taken. drive the enemy king away from its protecto-
rate, but rather to draw it away by forcing it to
Dg859: What does White attack? Black’s capture the piece you have used to attack it.
rook, which he could take with his king if it This procedure is known as a decoy. It neces-
weren't protected by the pawn on f7. So turn sarily involves a sacrifice, often of a rook, and
your attention to the pawn: what can you do so is most often used to enable the capture of
to it? Capture it: Bxf7. Of course Black recap- an enemy queen, but we will see other uses of
tures KxB, but White successfully has made the principle as well. The logic of the move
the rook much more vulnerable by converting and the means of searching for it really are no
its guard from a sturdy pawn into an easily different than before. You still are looking for
frightened king. checks that will move the enemy king away
from a piece that it guards. It’s just that this Dg861: What does White threaten? His queen
time the check is given by a piece that you attacks Black’s queen, which in turn is pro-
plant flush against the king, with or without a tected by its king. The prospect of winning
capture. In prior parts of this series we have the queen justifies not only a check but a
considered these checks interchangeably with check sacrifice by White: he plays Re7+,
others. We are examining them separately sticking his rook flush against Black’s king.
here because our focus now is solely on ways Black plays KxR; but in capturing White’s
of removing the guard, and decoys—checks rook, Black leaves his queen loose and loses it
that invite the king to capture—are a common to QxQ+. (The position is essentially symme-
and important technique for this purpose wor- trical; if it were Black’s turn to move, he
thy of a few moments of undivided attention. would win using the same method.) Inciden-
tally, you might think that if Black’s king
declines to capture the White rook and instead
moves out of its way (say, to d6), Black’s
queen is then lost to RxQ—a skewer. But the
result is worse than that: Black plays QxQ+
and mates a move later (Black’s king is
forced to c6; then Rc7 mates). The result is
similar if Black moves his king to f6: 2.
QxQ+, Kg6 (forced); 3. Rg7+, Kh5; 4.
Qxg5#. Consider this a reminder not to forget
that chances to mate may arise unexpectedly
and mustn't be overlooked.
Dg860: Black to move
These first two positions have notable points
Dg860: The position to the top is a simple in common. Both involve an enemy king and
example. What does Black threaten? His queen adjacent to one another with the former
queen attacks White’s queen, which in turn is protecting the latter; both involve an attack by
protected by its king. A piece protected by its your queen on the enemy queen; both involve
king invites consideration of a check to drive the sacrifice of a rook by sticking it next to
the king away; and when the protected piece the enemy king, forcing the king to capture
is a queen, the prospect of capturing justifies a and thus drawing it away from the queen—a
flush check that allows the king to capture the decoy. These features constitute a common
threatening piece. Here Black has the most pattern that we will see in various forms sev-
common resource for such a purpose: a rook, eral more times.
which he plays to h1. White’s forced reply is
KxR—leaving his queen loose, and losing it
to QxQ next move.

Dg862: White to move

Dg862: All the ingredients just mentioned are


Dg861: White to move in place again here. Find them and the solu-
tion is simple. White gives the flush check
Rg7+, forcing Black to play KxR (otherwise question is to ask what checks White could
his queen gets skewered). Then White plays give, and with what consequences; another is
QxQ+. The point: when you see the enemy to look for any patterns in the position Black
king guarding one of its pieces, think about a would have created with his move. Either way
check to drive it away; and be sure to include you reach the same conclusion: Black’s queen
a look for check sacrifices that will draw the will be under attack and protected only by its
king out of position by making it capture king. A standard flush check by White—
away from the queen. Rxh7—will force Black to play KxR, then
allowing QxQ+ by White and winning him a
queen for a rook. So Qf7 isn't the answer for
Black. The result illustrates a general danger
in interpositions that block a check but cause
the interposing piece—especially the queen—
to be guarded only by its king.

For the sake of completeness let’s briefly con-


sider what Black should play if he instead is
to move his king. Kh8 causes Black to be
mated on the spot, of course, with Qxh7. Kg8
results in Qxh7+, losing a pawn. Kf8 is bet-
Dg863: Black to move ter—but why? Because now if White plays
Rxh7 or Qxh7, he doesn't give check; and this
Dg863: Black’s queen is loose and under at- gives Black time to take White’s pawn on f2.
tack by White. He could move his queen or Indeed, if White is really careless he can take
protect it easily enough, but instead he ob- the h7 pawn with his queen and then get
serves that White’s queen is guarded only its mated; moving his queen into such poor de-
king. If Black can give a check that forces fensive position leaves his king in jeopardy: 1
White to put some distance between his king …Kf8, 2. Qxh7, Qxf2+—and now Black has
and queen, Black will be the one to play QxQ. seized initiative and never lets go: 3. Kh3,
Thus Black plays Rg1+, requiring White to Qf5+, 4. g3-g4 (interposing), Ra3+; 5. Kh4,
play KxR—a decoy of the king onto a square Qf6+; 6. g4-g5, Qf4#. Or 5. Kg2, Qc2+; 6.
from which it can't reach the queen. Black Kg1, Ra1#. So in reply to Black’s Kf8 White
takes the queen next move. has no immediate way to win anything. (Of
course Black must be careful to keep his king
where it can’t be the subject of a fork that
costs him the loose rook on a2.)

Dg864: Black to move

Dg864: Now a defensive study involving the


same principles. Black finds himself in check. Dg865: Black to move
He has two choices: move his king or inter-
pose his queen on f7. Which is preferable? Dg865: Back to first principles: what does
Picture the interposition and ask what White’s Black attack? His rook attacks White’s rook
next move would be. One way to answer the
on f2—which is guarded only by its king.
Black can't drive the king away with a check,
but he looks for any check he can give and
does find one in Rxd3+. It loses the rook but
draws the king away from the f2 rook, which
Black takes a move later. Black wins a pawn.
The point: a check sacrifice with a rook is
most profitable when it enables you to take an
enemy queen that had been protected by its
king; but it still may enable you to turn a
smaller profit when the king protects one of
its rooks. Dg867: White to move

Dg867: White almost seems able to mate with


Qe8, but not quite; the king can escape. So he
experiments with other checks, and after see-
ing that the knight on d7 is pinned he plays
Qb6+. Now notice that since Black has no
safe place to move his king, he must interpose
something, and his only option is Qc7. Sud-
denly we have the familiar pattern now under
examination: White’s queen attacks Black’s,
which in turn is guarded only by its king. As
soon as the pattern comes into view, look for
Dg866: White to move an additional check to try to loosen Black’s
queen. This naturally leads to 2. Re8+, KxR;
Dg866: Black’s king and queen are adjacent; 3. QxQ—and then White takes Black’s bishop
and sometimes when this is so, a check or two or knight next move.
can arrange the pieces for an easy removal of
the guard. So White experiments with checks 5.3.04.
and finds Qxb4+. The challenge for Black Decoys on the Diagonal: Bishop Check Sa-
now is to move his king without then losing crifices.
his queen to a skewer. His first thought might
be Ke3, permitting the king to keep guarding The decoys, or “flush” checks, considered in
the queen; if so, White uses our now-standard the previous set of positions were adminis-
technique for removing a king as a defender: tered by rooks. But bishops can do it, too.
he throws another check at it with Rc3+. The
king can't move up; it can only move down to
e2, leaving the Black queen loose and
doomed. The same basic result follows if
Black instead replies to Qxb4+ by moving his
king up to e5: White adds another check
(Rc5+) and drives off the king, permitting
QxQ next move. Finally, suppose Black re-
sponds to White’s Qxb4+ with Kf5. Now
White sees a classic opening for a flush check
with Rf6+, drawing the king away from the
queen by calling for KxR and thus permitting
White to play QxQ+ on his next move (and Dg866: Black to move
QxN a move later).
Dg868: In the position to the top, some ele-
ments familiar from our last batch of studies
are visible: White’s king protects its queen,
and the queen is under attack by its opposite
number. This makes you want to check the
king to pull it away and leave White’s queen
loose. You have no rook available for the
purpose—but consider all of your options and
you find that you do have a bishop. Black
plays Bc2+, and the consequence of the check
is the same as if it were administered by a
rook: the king must capture or else allow the
queen to be skewered. White plays KxB, at
least picking up the bishop before leaving his Dg870: White to move
queen loose and permitting Black to play
QxQ+ next move. The next thought is to check the king and
force it to move despite its apparent insula-
tion. Surveying his pieces, White does find
one check usable for the purpose: his bishop
can take Black’s f7 pawn. Indeed, Bxf7+ is a
classic sacrifice to force the king to move; f7
often is a weak square before a king castles—
“weak” because only the king protects it. In
reply Black’s only legal move is KxB. Now
White plays QxQ, winning a queen and pawn
for his bishop.

Dg869: White to move

Dg869: ou have a possible capture in RxR; to


make it profitable you would need to elimi-
nate the Black rook’s guard—the king. This
you do with a check. Bb3+ doesn’t work, of
course, because Black can interpose a pawn
on c4. But Bh7+ requires Black to move his
king, and when he plays KxB it drags his king
away from the rook on f8. Now White has
RxR, winning the exchange. (If it’s Black’s Dg871: Black to move
turn to move, he does the same thing.) Notice
that since only the bishop is being sacrificed Dg871: Now let's move the same idea back a
for the sake of the decoy, the range of targets step. White has just played NxNc6; now
that makes the sacrifice worthwhile is a little Black must decide how to recapture. Which
larger than it was when a rook had to be pawn should he use for the purpose—b7 or
thrown away. d7? If he uses the one on d7, his queen is ex-
posed; the two queens would be aimed at each
Dg870: The pattern here is structurally the other. True, Black’s queen would be pro-
same as the others just seen in this chapter but tected. But the protection is from Black’s
looks a little different. The initial cue is that king, and the position here would then resem-
the two queens are faced off against each oth- ble the previous one. White plays Bxf7+;
er. If one becomes loose, the other takes it. Black would have to play KxB (or at least
Although Black’s queen seems surrounded by move his king to f8); QxQ follows for White.
pieces, in fact it is guarded only by its king So in the initial position Black should recap-
and thus is highly vulnerable. ture with his b7 pawn instead.
Lesson: exposing a piece because it seems capture and move next to the other, etc.—
safely protected by its king can be risky busi- creates a potential vulnerability.
ness. Can be—though of course it all depends
on the details. If Black’s e7 pawn were in- 5.3.05.
stead on e6, for example, leaving his queen Driving Off the Queen with a Threat.
exposed wouldn’t be so risky after all:
White’s bishop wouldn’t be able to capture on The idea of the flush attack that we've been
f7. Morals like the one just drawn refer to examining—moves where you stick an at-
risks to consider, not rules to obey. tacker right next to the enemy king to make it
move—can be used against other pieces as
well, such as the queen. This section looks at
some examples.

Dg872: White to move

Dg872: Some of the familiar elements from


this chapter are in place this time—and some Dg873: White to move
aren’t. The queens aren't aimed at each other,
nor does Black’s king protect his queen. On Dg873: In the frame to the top, White’s bi-
the other hand, White has a rook aimed at d8 shop and queen attack Black’s knight on f6,
and a battery of bishop and queen trained on but the knight is defended three times by
f7. Those latter elements do not necessarily Black—by his bishop, his queen, and his oth-
suggest the precise idea we have been consi- er knight. White would need to remove two of
dering, but they do suggest the importance of those guards to win the contested knight. One
looking at checks—and especially the Bxf7+ of them already is under attack: White's rook
sacrifice. Once White plays that move, notice can take the knight on d7. But notice that
how few choices Black has in reply. He can't RxN, a sacrifice of the exchange, not only
move the king because all of its flight squares captures one of the guards but is a flush attack
are attacked. He's required to play QxB. Ex- against another—the queen. It may seem
amine the aftermath of this simple exchange counterintuitive to plant the rook against a
and see how it has changed matters: now the queen because it so obviously gets taken, but
two queens attack each other, and Black’s when Black does play QxR he now finds his
queen is protected by his king—so naturally knight on f6 overmatched: attacked twice and
we resort next to a check to prise the king guarded once. White plays BxN next move,
away from the queen. This time White returns and has won two knights for a rook. The
to his rook for the purpose, playing the flush queen was decoyed away to d7.
check Rd8+ and requiring Black’s king to
take his rook: a decoy. Now the queen is This position also could have been placed
loose, and White plays QxQ. with studies in the previous chapter where
capturing one guard has the effect of remov-
Again we see how any sequence that brings ing two of them; the recapture you invite by
the enemy king and queen into a dependent your opponent draws one of his pieces out of
relationship—by forcing the enemy queen to position. Those cases likewise could have
interpose, by forcing either piece to make a been described in part as decoys. The jargon
doesn’t matter. The important point is to see queen over to g4, out of harm’s way and yet
that there are different ways to get rid of piec- still able to guard the bishop on f3.
es that guard a target you want to take. One is
to capture them; another is to attack them and
hope to provoke a capture, even with an ob-
vious sacrifice. Sometimes, as here, both
techniques can be used at once.

Dg875: Black to move

But now rethink the challenge as it then


would appear: we still have White’s bishop
under attack, so we no longer are looking at a
Dg874: White to move skewer so much as we are looking for a way
to remove the bishop’s guard—the queen—so
Dg874: You see that White’s bishop attacks that BxB will become profitable for Black. Be
Black’s knight, and also that White’s queen persistent in looking for resources you can use
attacks the Black rook on d5. Hopefully you to attack the queen again; remember your
also see that QxR would put White’s queen at pawns; play 2. …h7-h5. The queen must
the top of a triangle that would include move, and this time it will have to venture to
Black’s other rook at one point and Black’s g5, out of reach of the bishop. Black takes it
king and queen at the other—a provocative next move.
pattern. Now identify the obstacle to QxR: the
Black queen, which protects his rook. With Instead of h7-h5, Black could have chased off
the impediment clearly seen, you can be sys- the queen with f7-f5. Why not that move in-
tematic in getting rid of it. How can White stead? Because you must be wary of pawn
force Black's queen away from its defensive moves that open lines to your king; moves of
duties? With the decoy Re7, another flush the f-pawns off the seventh rank are frequent
attack. Black’s queen has no place to go that examples. When you consider so moving a
is safe and that allows it to keep guarding the pawn, imagine ways your opponent could put
rook on d5. So Black plays QxR, and then a bishop or queen on that diagonal and give
comes the significance of the triangular pat- check. Here White would be able to reply
tern mentioned earlier. White plays QxR+, BxB+; after Black spends a move on RxB
which in itself only wins back the rook just (the priority of check—that’s the point),
sacrificed—but which also forks Black’s oth- White would move his queen to safety, and
er rook and king, and wins the second rook the two sides would have done nothing but
after the king moves. exchange bishops.

Dg875: Black at present does not attack any- Consider another variation. Suppose White
thing, but he sees the alignment of White’s replies to the pawn push h7-h5 by moving his
bishop and queen and sees as well that the queen to f4. Black plays 3. …QxQ; 4. e3xQ,
queen is the bishop’s only guard. Exploration BxB and wins a piece. But now imagine
of a skewer is indicated with 1. …Bd5, where White’s rook starting on c3 instead of c1.
Black’s bishop takes protection from its rook. Would it change your analysis? It should; for
The problem is that White can just move his then after 4. e3xQ, the bishop on f3 no longer
is loose: a line has been cleared, causing the
bishop to become guarded by White’s rook. but perhaps an attack would drive it off and
This variation would have saved the day for loosen the bishop. White can threaten it with
White and prevented the sequence from suc- Be4. This may look scary because the bishop
ceeding for Black. It's worth playing this vari- has none of the protection that we usually
ation through in your mind’s eye until it be- think necessary before a piece attacks a
comes clear, as the key point—the movement queen, but White has other advantages to
of the e3 pawn, and its unexpected conse- compensate. His knight's threatened capture,
quences—is a bit subtle. NxB+, is a check, so it has the potential to
fork any enemy piece that finds its way onto
All right; if both sides see the original dia- the middle of the board—e4 or d5. In this
grammed position correctly, what really hap- case, if Black replies to Be4 with QxB his
pens? Black starts with 1. …Bd5, and White queen gets forked and taken by NxB+. So the
replies right away with 2. QxB, RxQ; 3. BxR. bishop’s attack at least is safe.
In this way White gets back a rook and bishop
for his queen, a better deal than losing a piece. And Be4 has another virtue: it aims White's
But don’t stop there; ask what happens next. bishop at the Black bishop on b7, which also
White’s bishop would be left loose on d5, so is guarded only by Black’s queen (again, a
Black looks right away for forks with his pattern familiar from our work on skewers). If
queen. 3. …Qe5 attacks the bishop and the White moves his queen over to d6 so as to
loose pawn on b2 at the same time; after keep protecting the bishop on f6, the bishop
White defends with Rd1, Black picks up the on b7 is lost. Likewise, if Black moves the
pawn to make the outing more worthwhile. queen to c7 so as to keep protecting the bi-
shop on b7, the bishop on f6 is lost to NxB.
This final result illustrates the role that tactics
play in good chess: the really nifty sequence You can see here that the attacked queen has
you see often doesn’t get played out, because an impressive ability to move and still defend
once it begins your opponent sees the rest of it its protectorate—but not quite impressive
coming and makes a lesser sacrifice to avoid enough to allow it move and still defend two
worse trouble. Thus the most beautiful com- protectorates. The queen, in short, is over-
binations may never get executed—but seeing worked. But for our purposes here, the point
them still is the key to winning, because the is just that an attack against a queen to drive it
threats they create force sacrifices that still away from guard duty becomes a good deal
result in decisive gains. more likely to work when the queen has more
than one piece to protect, for then it will be
hard for your opponent to find the queen
another square where it is safe and still pro-
tects both of the vulnerable pieces.

Dg876: White to move

Dg876: What does White attack? His knight


is ready to take Black’s bishop, except that
the bishop is protected by Black’s queen Dg877: White to move
(though not by the pawn on g7, which of
course is pinned). White can’t take the queen,
Dg877: Consider any threats White makes— Qxe4+, which would win a rook if the forking
always a sound inquiry at the start of a posi- square were not protected by White’s queen.
tion. His queen attacks Black’s rook. The Black could try to decoy the guard away with
rook is defended by Black’s queen. A mission RxR, but then White has a knight he can use
appears: drive off the Black queen. White has to recapture without moving his queen. Don’t
a bishop he can use for the purpose; he plays let go of the goal of budging the queen, how-
it to h3. In this case the queen has no place it ever; with a little more looking you can find
can go that both is safe and allows it to keep another way to decoy it: Bb5. White would
protecting the rook on d8. It might seem that prefer not to play QxB, as it leaves e4 unat-
White therefore will win the rook easily, since tended and so allows Black to win a rook with
after his 1. Bh3 the queen must move or be the aforementioned queen fork. Yet what else
lost. But Black does have one other option: he is there? He would like to find a safe square
can play f7-f6, interposing a pawn to block to which he could move the queen while still
the path of White’s queen to his rook, and enabling it to guard e4. Such a square exists—
also threatening to take White’s queen with he could play Qb4—but then Black plays
the pawn if White plays BxQ. When con- BxN (followed by more losses for White
fronted with one of these threats—“if you since now his queen is the only remaining
take mine, I’ll take yours”—look at what each guard of the rook on c5 and the forking square
of you would be able to do on the board as it e4).
would appear after those captures have been
made. What would you be able to attack once Now you can see the power of Bb5: it not
the pieces involved are on their new squares? only is an attack on the queen but also skew-
ers the knight behind it, which becomes loose
In this case White imagines playing BxQ and if the queen moves. (That little two-piece di-
Black replying f6xQ. He pictures his bishop agonal cluster of Black’s queen and loose
on d7 and asks what he would play, and the knight should provoke thoughts of a skewer
answer is clear: BxN, picking up not the from the outset.) Put differently, this is anoth-
guarded knight on e8 but rather the now-loose er case where the queen is potentially over-
knight on a4. (When a bishop, or any piece, loaded, as it is the sole guardian of the knight
makes a capture, ask if it has any forking on d3 and the forking square (and pawn on)
prospects in its new position.) This is yet e4. Black doesn’t have both points under at-
another case where a queen protected two tack at the beginning; but once White’s queen
other pieces, creating eventual trouble for its is attacked, it has no square where it can con-
owner. tinue to guard both points.

We aren’t quite finished. After Black plays 1.


…Bb5, White doesn’t have to move his queen
at all; there also is the option of unleashing a
counterthreat against Black’s queen. 2. Nf2
has this effect: now both queens are under
attack. The problem is that when White
moved his knight to f2, he left his rook on c5
guarded only by his queen. So Black destroys
the guard (by forcing an exchange of queens)
with 2. …BxQ; 3. NxQ, RxR, 4. b3xB, Rxc4
(taking a loose pawn), and Black has won the
Dg878: Black to move exchange plus a pawn. Okay, but maybe
White can avoid this problem by first liquidat-
Dg878: First find the idea for Black. You see ing the rooks—another variety of counterat-
that his rook attacks White’s rook. More im- tack. After Black’s Bb5, in other words,
portantly, your search for loose pieces and White immediately plays 2. RxR+, RxR—and
checks turns up the potential queen fork then 3. Nf2, threatening Black’s queen and
doing it without any worries that his rook will on b5 loose, so White can take it with his
end up being taken. This can lead to some queen (6. QxB); but then Black has QxN+,
hairy complications, as often is the case when forcing 7. Kf2, Qe1+ and various further
a threat in one place is not met head on but is troubles;—e.g., 8. Kf3, Rc3+; 9. Kg2 (not
countered with a fresh threat elsewhere; so for Kg4, to which Black replies Rxg3+ and mates
convenience the resulting position is dia- soon), Qxe4+ (check after check); 10. Kh3,
grammed in the next frame. QxR and then eventually QxN as well.

Dg879: It might appear that White has suc- You are excused from tracing out all these
ceeded in avoiding the major threats that had latter complications, but the rest of the posi-
troubled him; for now if queens are traded tion is worth close study. It has a bit of every-
with 3. …BxQ; 4. NxQ, Black has nothing thing.
too bad left to unleash. But this mistakenly
assumes that Black will take White’s queen 5.3.06.
with his bishop. Using the Priority of Check.

As we have seen, one obstacle to driving off a


queen with a threat is that a queen usually can
capture anything that attacks it. In one com-
mon scenario your opponent’s queen is guard-
ing one of his pieces, so you attack his queen
with yours. Assuming that both queens have
protection, how does he react? Not by moving
his queen and leaving its protectorate loose,
but rather by taking yours with QxQ. After
you recapture his queen, the target the queen
had been guarding—the piece you had been
Dg879: Black to move hoping to take after driving off the queen—
simply moves, and your sequence is ruined.
He can do better by playing 3. …RxQ; for
now if White replies 4. NxQ, Black has a rook The underlying problem when this happens
fork: Rxe4+, taking White’s knight on the involves move order. When you threaten the
next move and winning a piece. enemy queen and it replies by capturing your
attacker, you've lost the initiative; now you
That last bit is the most important thing to see are responding to his moves. But sometimes
here. It is the reason why this whole counte- this trouble can be avoided by use of the
roffensive of White’s, starting with 2. RxR+, priority of check: the requirement that a pend-
doesn’t work. But for the sake of complete- ing check must be addressed before doing
ness it should be said that in this last diagram anything else. We've seen the principle from
Black actually can do still better than RxQ. time to time in earlier sections. Here we con-
He can play his queen to d7. The resulting sider one application in detail: cases where
position looks innocuous, but in fact White is when the capture you want to make in the end
in serious trouble. (This is the hairy part.) The (after you drive off the enemy queen) also
only safe square for White’s queen is b4. But will give check. For then when the enemy
4. Qb4 clears the way for Black to play 4. queen takes the piece you used to attack it
…Rc1+. White’s options suddenly are li- (e.g., your queen), you don’t recapture; in-
mited. If he moves his king to d2, he gets stead you take the target you originally hoped
mated immediately with Bg7-h6(!). White has to capture. Since this gives check, your oppo-
no other flight squares for his king, so he has nent has to pause to save his king, and then
to interpose with 5. Nd1. Now that White has after this you still can go back and take his
moved his knight, it is safe for Black to move queen. All this will be clearer after some illu-
his queen back to g4. This leaves the bishop strations.
piece you are trying to take. Not all of these
elements must be present in every case, but
each of them does important work here.

With those basics out of the way, let’s also


consider a couple of loose ends. After 1. Qc7,
QxQ, White doesn’t have to play 2. BxN in
order to win a piece; if he plays RxQ right
away, he now has attacks pending against two
loose Black pieces—the knight on h6 and the
bishop on b7. Black only has time to move
Dg880: White to move one of them, so White will be able to take the
other. The danger of this approach is that
Dg880: Begin by taking the position on the Black can try to save himself by making
left methodically. What does White attack? trouble with either of his threatened men;
His bishop can take Black’s knight on h6, but since he isn’t in check, he has much more
it's guarded by Black’s queen. White can at- freedom in replying to his predicament. Here
tack the queen with his bishop or rook, but he can play Nxg4, picking up a pawn to help
however he tries to do this the attacking piece compensate for his forthcoming loss of a
gets taken: Rd1 leads to QxR+, for example piece. The main line sequence described ear-
(and anyway Black could just move his queen lier doesn’t allow Black this luxury. It also
to another square where it still protects his wins White an extra pawn at the end: 1. Qc7,
knight). The key point to see is that if White QxQ; 2. BxN+, Ke8; 3. RxQ, Be4 (saving the
ever does play BxN, the result is a check of loose bishop); 4. Rxa7.
Black’s king. Of course Black can just move
his king out of it, but this will cost him a
move. In a sense this means that after playing
BxN White will get a free move—two cap-
tures in a row. How to take advantage of this?
By starting with the attack Qc7. Notice that
this threatens Black’s loose bishop as well as
his queen; Black thus cannot afford to just
move his queen to a square like d6, as this
loses a piece. So suppose he plays QxQ.
Black might be expecting White to recapture
RxQ, an exchange of queens that still gives
Black time to save his knight. But now the Dg881: Black to move
priority of check takes its bite. Instead of
RxQ, White plays the capture BxN+. Black Dg881: Our current pattern seen from Black’s
has to move his king. Then White plays RxQ, side. The elements differ only a little in their
recovering the queen and gaining a piece with details. The first point: Black has a capture he
the sequence. wants to make in RxR. The second point:
RxR also would check White’s king. The
Observe the elements of the pattern: a target third point: White’s rook is protected by his
guarded by its queen; a potential capture of queen. The fourth point: Black can attack
the target that also will give check; a way for White’s queen with protection, and while also
your queen to attack the defending queen with attacking a loose White piece, with Qc6.
protection; and another threat your queen can White could just move his queen to e2 and
make along the way (this time to Black’s still protect his rook on d1; but then he loses
loose bishop) that requires your opponent to the rook on b5, which Black has forked. (It
play QxQ rather than move his queen to some goes 1. …Qc6; 2. Qe2, RxR+; 3. QxRd1,
other square from which it can protect the QxRb5.)
So in reply to 1. …Qc6, suppose White plays will be able to take the rook (with check) and
2. QxQ. Now Black does not recapture Black’s queen on successive moves.
White’s queen. He knows that if he first plays
other moves with check, White’s queen still
will be there to take afterwards. Thus Black
plays 2. …RxR+—and after White moves his
king, Black has 3. …b7xQ, netting a rook.

What if Black instead bites after 2. QxQ by


playing 2. …b7xQ? Notice that now White is
in a minor fix because both of his rooks are
under attack (the pawn capture of Black’s
queen just happened to create a threat against
the rook on b5). This doesn’t mean White has
to lose anything; he simply plays 3. RxR, Dg882: White to move
permitting Black to play c6xR and now both
sides have traded queens and rooks. The key So he looks for a square from which he can
point, however, is that if Black does plays 2. attack Black’s queen with protection, and
…b7xQ, giving White a move to use to save finds Qg4+. The move is a check, which mat-
his rook on d1, White mustn't squander it by ters: White has forked Black’s king and
playing 3. Rf1. That's a superficially appeal- queen. Black must address the threat to his
ing move because now his rook has some king, but if he merely moves it out of the way
protection, but in fact it's ruinous because he loses his queen next move. He therefore
White has forfeited the initiative, enabling plays QxQ. Now White takes his two moves:
Black to play 3. …RxR+, 4. KxR, c6xR—and RxR+; and then, when the king moves to g7,
again Black has won a rook. The lesson, of f3xQ. White nets a rook.
course, is that if two of your pieces are threat-
ened at once, try to do some damage with one
of them. That is what White does in this var-
iation by playing 3. RxR instead of the co-
wardly 3. Rf1.

Assuming White sees all this, what will he


do? He will reply to 1. ...Qc6 with RxR, per-
mitting Black to play QxQ; this way White
gives up a queen for a rook, which isn’t quite
as bad as giving up a rook outright (though
the game pretty well is over either way).
Dg883: Black to move
Dg882: Now vary the elements a bit more, yet
see how they are functionally unchanged. It Dg883: What does Black attack? White’s
starts with the simple point that White has a rook, which is protected by its queen. The
capture in RxR but that Black’s queen pro- queen can't be captured, but maybe it can be
tects the rook. But RxR also would be a check attacked and thus driven or drawn away from
of Black’s king. This means White would its defense of the rook. The only piece Black
have the priority of check on his side and so has available for the purpose is his own
can take some risks that might otherwise lead queen, so he lays his plans carefully. First he
to losses; he may be able to make two cap- sees that Qb6 would also check White’s king.
tures in a row. He therefore can afford to Again, that’s important; it means White will
threaten Black’s queen with his own, and al- be forced to play QxQ, rather than just mov-
low his queen to be captured, because then he ing his queen to a square like d5 where it is
safe and still protects his rook. Second, Black
sees that on b6 his queen would have protec-
tion from his bishop—protection necessary with NxQ, Black takes White’s rook with
when attacking an enemy queen. The fact that BxR and White has lost the exchange.
the guard is a bishop also is significant, be-
cause it means that if White plays QxQ, Black The secret to turning around this result lies in
can recapture BxQ with check—and thus may the move order and in a clever use of the
again be able to take advantage of the priority priority of check. Yes, White starts with RxN,
of check. The sequence becomes clear: 1. and Black then plays QxQ; but now pause and
…Qb6+; 2. QxQ, BxQ+; 3. K moves, RxR, observe White’s position. He has two captures
and Black has won a rook. he can make: NxQ and RxRe8+. He can have
it both ways so long as he leaves Black’s
The distinctive feature of this case, of course, queen alone for a moment and instead starts
is that the check was given not as a side effect with RxRe8+. This forces Black to spend a
of the capture RxR, but rather as a side effect move playing KxR, and now White plays
of taking White’s queen. The principle still is NxQ. Black’s RxR didn’t win any material
the same. In this position as in the previous per se; it just traded rooks. But it enabled
ones, after your opponent plays QxQ you White to win a piece, because now his rook
suddenly are confronted with two captures had taken out two enemy pieces before being
you would like to make: a recapture of his captured rather than just one. And crucially,
queen, and the original capture you were hop- the rook took its second piece with check. If
ing to make after his queen moved. The prior- that were not so, Black would reply to RxR
ity of check teaches that when you have two by retreating his queen. Lesson: there always
possible captures and wish you could make is time for another capture if it's made with
both of them, you start with whichever one check.
also gives check (if either does). This creates
time for you to then play the other one. Go over this position until it sinks in. There
are a couple of ways to misread it so that each
of White’s options appears to produce a wash.
For example, you might look at it and see 1.
QxQ, NxQ; 2. RxR, KxR and conclude that
this achieves nothing; then you imagine 1.
RxN, QxQ; 2. NxQ, RxR and see that this
loses the exchange as described above. The
breakthrough comes with persistence in play-
ing with the move order—and in looking for
captures with check before reflexively grab-
bing at the most valuable enemy piece.

Dg884: White to move 5.3.07.


Attacks on the Queen to Loosen a Mating
Dg884: We are considering this position Square.
slightly out of its natural order, as it does not
involve an attack on a queen that is guarding The queen makes an outstanding defender of
another piece. It nevertheless fits well here as its king’s position; it can guard several
a study in the priority of check and its uses. squares at once, and can move in any direc-
Start with what White threatens. His queen tion if its services are required at the scene of
attacks Black’s queen, and his rook attacks an attack. It therefore is common enough to
Black’s knight—which defends Black’s have the makings of what otherwise would be
queen. The natural thought would be RxN, a good mating attack, only to find it frustrated
removing the queen’s defender preparatory to by the enemy queen’s presence nearby. In
playing QxQ a move later. The problem, of these circumstances a simple attack on the
course, is that in reply to RxN Black will be queen may be enough to either drive it off or
the one to play QxQ. Then if White recaptures force your opponent to make a sacrifice to
avoid disaster. This time we will separate several possible outcomes of such maneuvers,
conventional attacks on the queen from as we shall see.
“flush” attacks, just for the sake of reinforcing
each visual pattern independently. Now also notice another way to reach roughly
the same result. You see that you have a cap-
We begin with positions where you threaten ture to make in 1. RxR that leads to QxR. You
the queen and really don’t care if it takes your look for your next check, find 2. Rh3, and see
attacker; in fact, you hope it does. that it forces Black to play Kg8. Now you see
Black’s king and queen again aligned on the
same file—and this time White safely can run
a pin through them with 3. Rg3, where the
rook takes protection from the pawn on h2.
After Black plays QxR (avoiding mate),
White’s 4. h2xQ wins him a queen for a rook.

Dg885: White to move

Dg885: Our inspection of this first position


turns up not only a pin of the rook on g7 but
more generally an attack by White’s rook and
queen on the g7 square next to Black’s king:
a mate threat. What prevents it from succeed- Dg886: Black to move
ing is Black’s queen on h7. The first urgent
thing is not to let the presence of Black's Dg886: First examine what Black attacks and
queen prevent you from wondering about how his pieces bear on White’s king. Either
what would be possible if it were gone. The way you are led to the same point: his queen
next thought, then, is to consider throwing an and knight both attack the bishop on f2. The
attacker at the queen. In his rook on d3 White next point to see is that this almost creates a
has a piece he can use for the purpose without mating attack with QxB; all that prevents it is
disturbing his mate threat. He plays 1. Rd3- the protection furnished by White’s queen on
h3. Now Black is in trouble. His queen is un- e2. When an otherwise good threat is fru-
der attack and the rook aimed at it is loose, so strated by an enemy piece, focus on that piece
the natural impulse is to play QxR—but then and on how you might exploit the enemy’s
White mates with QxR. Yet the situation as it dependence on it. When the piece is a queen,
stands is untenable for Black, because now one way to exploit the situation is by attack-
his queen is pinned and thus cannot defend g7 ing it: the queen’s value is so great that a sim-
anyway (this would have been another way to ple threat against it may be enough to take the
see the solution, of course: trace the lines out game. How can Black attack the queen? With
from Black’s king and see a pinning opportu- his bishop, via Ba6. In addition to attacking
nity on the h-file). So Black has to play 1. Black’s queen this move pins it, preventing it
…Kg8, freeing his queen. This avoids the from moving to another square on the second
mate, but now Black still loses his queen to 2. rank from which it still could defend the mat-
RxQ. (Black is able to win back a rook by ing square f2.
replying 2. …RxRg1+, 3. NxR, KxRh7, still
leaving White with a winning material advan- The pin ends the game by immobilizing the
tage.) In this case the attack on the guard of queen. If White plays QxB, Black mates with
the mating square ends up winning it—one of QxB; if White plays anything other than QxB,
Black mates on f2 anyway a couple of moves
later. If White moves his bishop from f2 to,
say, d4, hoping to use it to defend f2, now
Black moves his rook up the f-file with
RxBf3+; White is forced to bring his bishop
back to f2 to offer a futile interposition, and
mate follows with Qxf2 a move later. It's a
study in the pin, of course, as well as in the art
of attacking the guard.

Dg888: White to move

Dg888: It's generally best not to do anything


until you have satisfied yourself that you un-
derstand the enemy king’s position. Here as
before, Black’s king is cramped—stuck on the
back rank, almost ready to be mated by White
with RxR. (Seeing this is just a matter of ex-
amining whatever checks you have.) In reply
to that move, Black wouldn't be able to move
Dg887: White to move his king or interpose anything; the only de-
fense that would remain is a capture of the
Dg887: This time the key to the mate threat is threatening piece, here with QxR. For this sort
to examine Black’s king and its range of mo- of case we have a mantra: When the only ob-
tion or lack thereof. It cannot move at all. A stacle to mate is an enemy piece that would
king so trapped is terribly vulnerable, so you take your attacker, focus on the enemy piece.
should look for a check you can give that If it’s a minor piece, it may be as good as
might snuff it out. White has two with his e5 pinned and unable to perform other defensive
knight. Ng6+ loses the knight to Black’s f7 service. If the crucial enemy piece is the
pawn. The other, Nxf7+, is more interesting queen, as it is here, consider attacking it.
because all that prevents it from being mate is
the protection provided to f7 by Black’s In this case White has a few ways he might go
queen. We know that when a queen stops you after Black’s queen. Remember that Black’s
from mating, its own freedom of action is goal in reply to any attack will be to move the
limited and it becomes a potential target itself. queen to a square where it is safe and still
How might you attack it? Ask about the protects f8. Thus in reply to 1. Rc1, Black can
availability of each of your pieces for the pur- just play Qd6—or, better still, QxRc1+, win-
pose; see that you can do it with your dark- ning the rook since the priority of check pre-
squared bishop: Bd6. The bishop is loose vents White from taking advantage of the
there, but it doesn’t matter. If Black takes it, Black queen’s absence from c5. Much strong-
White mates. The only question is whether er for White, however, is 1. Qe5. Notice that
Black can move his queen to a safe square this not only attacks Black’s queen but also
from which it still can protect f7. He cannot. attacks d6 and e7, two other squares the Black
It would have to be another square on the se- queen might like to use. True, Black still
venth rank, and none are both safe and availa- could play Qb4 and protect f8 from there; but
ble. What Black can play is Qe7; after White then notice another property of Qe5: it creates
plays BxQ, this at least allows the recapture an additional mating threat for White, aiming
RxB—and now the rook is on the seventh it at a square adjacent to Black’s king and
rank, able to keep protecting f7. But the loss already under attack by White’s rook. So if
for Black still is disastrous. Black plays Qb4 in reply to Qe5, White plays
Qxg7#; if Black instead plays QxQ, White
has RxR#. Black does have a way to avoid Black almost can mate with Qg3. The only
mate: RxR. But this forfeits his queen, and so obstacle is the defense of g3 provided by
illustrates one of our general principles in this White’s queen from c7. Since the queen pre-
section: an attack on an enemy queen that vents mate, attack it. The tool Black has
defends against mate sometimes wins the available for the purpose is his rook. It can
piece, because your opponent has to spend attack the queen two ways: Rc6 or Rf7. Rc6
time taking other measures to prevent the loses the rook to RxR without budging the
immediate loss of the game. queen, but Rf7 requires the queen to move.
As we know, when the queen is attacked in
The difficulty in attacking the guard of a these circumstances it usually tries to just
piece or square, as distinct from capturing it, move to another square where it will be safe
is that an attack is not a forcing move in the and still able to defend the mating square.
same sense as a capture or check. A capture Here that would mean a move for White like
normally requires a recapture, which simpli- Qd6 or Qb8. But this time the queen has
fies analysis. In reply to a mere threat against something else to worry about: it also is
one of his pieces, though, your opponent gen- guarding the rook on c3. So when White plays
erally has more options. He can add to the Qd6, as he must to prevent mate, he loses his
protection of the attacked piece (an often un- rook to QxR.
satisfactory course, however, when the at-
tacked piece is a queen and/or when it plays a All this is well and good, but there is one
defensive role that its replacement will not be more thing for Black to consider: as often is
able to fill). More to our point here, he can the case, White has the option of responding
simply move the attacked piece, and there to Black’s threat with a counterthreat; thus
may be many squares to which it can flee. when Black plays 1 …Rf7, White can try 2.
The beauty of attacking a queen that guards a Rc1, meeting the attack against his own queen
mating square is that its options for flight are with an attack against Black’s queen. The
limited: it can only move if it stays within mistake for Black then is to assume play
range of the square it is required to protect, would go 2. …RxQ, 3. RxQ. Instead, Black
and sometimes you can cut off some or all of should imagine the board after 2. Rc1 and ask
those alternative squares with the same piece what checks he would have. There would be a
that launches the attack. new possibility in 2. …Rxf3+. Since it’s a
check, White would have no time to play
RxQ. He would have to move his king to h2
or g2. Either way Black replies 3. …Qf2+,
and the net grows tight; indeed, the rest is
forced: 4. Kh1, Rh3+; 5. Qh2 (a formality),
RxQ#. So the White counterattack 2. Rc1 is
not something Black has to worry about.

So now back to a lesson of the main line of


analysis: here is another way in which attack-
ing a queen may be fruitful; if it protects piec-
es or other points as well as a mating square,
Dg889: Black to move then if it moves it may leave its protectorate
exposed. In a word, the queen in this case is
Dg889: Ask what Black attacks and how his overworked, and this time Black takes advan-
pieces bear on White’s king. His queen at- tage not by taking one of the queen’s protec-
tacks White’s rook, which is protected by torates but by attacking the queen directly. As
White’s queen. Does Black have a mate we see here and elsewhere, a threat of this
threat? He does, as is obvious if you remem- sort against an overworked piece has an un-
ber not to overlook your pawns: Black’s h4 usually high likelihood of creating real
pawn attacks g3, and so does his queen; so trouble for your opponent. The piece may be
able to move and still protect one of the points either, because Black’s rook also defends a
it is supposed to defend, but probably not both mating square. This isn’t difficult if you are
of them. clear on the multiple ways White almost can
mate and the roles that Black’s pieces play in
preventing it.

Dg890: White to move

Dg890: The dominant feature of the position Dg891: Black to move


is White’s battery of queen and rook on the d-
file. He almost can mate with Qd8, but Dg891: White’s knight has forked your queen
Black’s rook guards the square. And he al- and f8 rook. What to do? Don’t be quick to
most can play Qd7#—except that Black’s think defensively; calmly consider your own
queen guards d7. Focus on one point at a offensive options. Start by observing the ac-
time. Since White is prevented from playing tion on White’s back rank: his king is stuck
Qd7 by Black’s queen, try attacking Black’s there, almost enabling Black to mate with
queen and see what would happen. How can RxR—but White’s queen guards his rook on
White do that? With Rxa6 (don’t overlook f1. This makes the queen vulnerable; its abili-
squares just because there are pawns on ty to fend off an attack against itself is li-
them). Now we are in a familiar situation mited. So Black looks for a way to attack it.
where if the queen captures its attacker Better still, he looks for a way to attack it and
(QxR), White mates immediately. And Black attack something else at the same time. Notic-
has nowhere to move his queen where it ing that White’s knight on e6 is loose, Black
would be safe (i.e., not on the sixth rank or d- plays Qd7, a fork of White’s queen and
file) yet still would protect the mating square knight. Ordinarily a queen makes a poor tar-
d7. So Black might instead consider RxR. But get for a queen fork, but this is one of those
now he has moved the sole guard of the other cases where if the attacked queen strikes
mating square, allowing White to play Qd8#. back, mate results. (We saw a bunch of these
Thus after White plays Rxa6, Black’s only positions in our studies of double attacks by
way to avoid mate is by interposing his bi- the queen.)
shop in front of White’s battery with Bd6—
thus forfeiting his queen to RxQ. White’s preference would be to move the
queen to a square where it is safe and can
The position might seem a little complicated guard the knight and the mating square f1, so
because of White’s double threat on d7 and he plays Qc4. It's important to ask whether
d8. It can be seen in simple and familiar such a substitute square exists, and to see this
terms: when Black’s queen is attacked, it can- one—but then important also to notice that by
not afford to save itself because mate then guarding those two points the queen is left
results on d7; Black therefore has to let go of overworked. Black therefore goes ahead with
the queen and add some new substitute pro- RxR+, requiring the reply QxR; and now
tection against mate. The wrinkle is just that Black has QxN, winning a piece.
Black has another way to get rid of the attack-
er, by using his rook—but this doesn’t work,
As you might expect when you start with an less of what happens to his queen. On the
attack of this sort, there are other ways the other hand, one of the defenders of f6—the
position can play out, too, and you want to see knight—now has moved away, leaving
them. After Black’s initial Qd7, White can Black’s queen with sole responsibility for
play RxR; and then, after Black plays QxQ, preventing Qf6#. So RxN is just as worrisome
White has NxRf8 (winning the exchange after for Black as White’s original Rxb7: if Black
Black recaptures with BxNf8). This way now recaptures QxR, the f6 square is left
Black ends up winning a queen and a knight loose and White mates soon from there.
for two rooks.
(c) Trying to rescue his queen thus is futile,
and Black is better off spending his time ad-
dressing the mate threat directly by replying
to Rxb7 with Ng7. Like the other move of
that knight just considered, this clears the
back rank for defense of f8 by Black’s rook—
plus it blocks the dark-squared diagonal. Then
after White plays RxQ, Black has Nc6xR. Not
great, but it avoids mate for now.

Again we see the importance of not being


satisfied when you identify one near mate.
Dg892: White to move Find all of them; for it may be that at least
some ways of fending off the first will expose
Dg892: With Black’s king stuck firmly in the your opponent to the second (or third, etc.).
corner you might naturally think here about
mating on the back rank. Qf8 almost would Dg893: White’s queen and knight both attack
do it for White, but Black’s queen guards the f7; White could mate there with his queen if
needed square. Don’t stop there; notice also Black’s queen weren’t guarding the square.
that since the Black king has no flight But go farther, too, and examine Black’s king.
squares, merely planting a piece on the di- See that it is trapped where it sits, having no
agonal leading toward it, as with Qf6, also flight squares. When you see a king frozen
would be checkmate—except that Black like this, either because it is surrounded by
guards f6 with his queen and knight. In view fellow pieces or because the squares around it
of these threats the Black queen helps pre- all are under attack, additional mating possi-
vent, turn your attention to ways you can go bilities should suggest themselves. Sometimes
after it or take something it protects. Either you can mate such a king just by throwing a
way you are led to Rxb7. check at it.

Observe the difficulty of Black’s resulting


position:

(a) His queen is under attack but doesn’t dare


defend itself, as QxR results in Qf8# for
White.

(b) Another way for Black to try to rescue his


queen is by interposing his knight from e8 to
c7; but then White renews the threat with
RxN. Notice the significance of the Black
knight’s move to c7: it stops White’s threat of Dg893: White to move
mate with Qf8, because now the way is clear
for Black’s rook to prevent the square regard-
The question is whether there is an open line That last position involved a flush attack on
you can reach that leads to its position. In this the queen: White planted a rook right next to
case there is an open diagonal leading to it. Let us continue to look at this theme more
Black’s king; if White could get his queen closely. The logic of it is no different than in
onto that diagonal—say, onto d5—with his the previous set of positions; we study these
own rook out of the way, that would be cases separately just because the act of mov-
another way to mate. Put these ideas together ing a piece up next to the enemy queen with-
and you come up with Re7: the move eva- out any protection can seem counterintuitive.
cuates the rook from the light-squared di- It is useful to see a bunch of positions where
agonal running toward the king, and also at- this is done deliberately and productively so
tacks the Black queen that prevents White that you will feel at home with it.
from mating on f7.

Consider Black’s replies and their conse-


quences:

(a) He can simply take the rook with his


queen. In that case White puts his queen on
d5 with check; since Black can’t move his
king and can’t capture White’s queen, his
only recourse is to interpose his own queen at
e6 or f7. In either case White just takes it and
mates immediately.
Dg894: White to move
(b) So suppose Black doesn’t play QxR, but
instead moves his queen or plays BxR. Then Dg894: We start on the left with a simple
White has the other mate: Qf7#. The Black case. Identifying White’s double threat
bishop’s capture would block the line of against a square adjacent to Black’s king
Black’s queen to f7—a theme (“interference”) should be no trouble: he almost can mate with
we will consider in more detail later. Qg7. What prevents this is Black’s queen on
f8. The natural thought is to do something to
(c) Best for Black therefore is Ne5, which pressure or dislodge the guard. White has one
defends f7, attacks White’s queen, and allows way to attack Black’s queen without disturb-
Black’s queen to keep defending d5. Now ing his mate threat: he plays Re8, sticking a
White still wins a piece with RxN; the imme- rook flush against the queen and thus putting
diate threat of mate has been stopped, but he the queen into an untenable position. Now
has an easy enough win from here. analyze Black’s possible responses and their
consequences; in response to each of them
To repeat a lesson of this position and the consider what checks you could give—or
previous ones: assess all the mating threats whether you can mate. If Black plays QxR,
you can make against the enemy king; don’t White mates with Qg7; indeed, since Black’s
rest your thought process when you find one. queen now is pinned, the only way he can
Sometimes multiple mating threats will freeze avoid being mated on g7 next move is by
your opponent’s pieces, and open up tactical playing Kf7—in which event he instead is
possibilities against them, that would not be mated with QxQ. To repeat: in a sense this is
visible as a result of the first mating idea just another case like the most recent batch; a
alone. queen guarding against mate is attacked. Our
particular goal here is just to get used to the
5.3.08. practice and the sight of planting a loose piece
Flush Attacks Against the Queen. right next to an enemy queen. It looks strange
at first but is a useful device.
should see the concentration of Black’s forces
against the White king. Black’s bishop seals
off b1 and c2, and his knight and rook form
the kernel of a discovery—Nb3+ or Ne2+,
almost mating by giving check with the
knight and sealing off the king’s remaining
flight squares with the rook. The mate is
thwarted by White’s queen on a4, which
guards b3, and by the bishop on f3, which
protects e2. Focus on the impediment to
Nb3+: threaten the White queen, and see if
Dg895: White to move the threat leads either to its capture or to the
abandonment of its defensive duties. Black
Dg895: Notice that Black’s bishop on g7 is has one way to so attack it without fouling up
pinned, and that White has both his bishop his mate threat. He plays the flush attack Qa5.
and queen aimed at g7, even if the bishop’s Of course this leaves White's queen en prise;
path isn’t clear yet; in this sense Black’s he hopes Black will take it, since Nb3# then
knight on f6 is pinned as well. How to exploit follows. But in reply to a mere attack there
the situation? Play through what you would typically is more than one possible move, so
like to be able to do. White would like to be think carefully about what else White might
able to play BxNf6, taking advantage of the do with his queen. Look for another square
pin on the g7 bishop and following up with where it could keep doing the same thing:
QxB#. He can’t, because Black’s queen someplace safe where it would continue to
guards f6. So he turns his attention to the guard b3. Answer: d1. So imagine White’s
queen. He can attack it with Rxd7, which in- queen there and ask what comes next. Think
cidentally forks Black’s loose bishop on b7 as in checks. Black can go ahead with Nb3+, and
well. Black is confronted with a familiar allow White to play QxN; then Black brings
choice. He has nowhere to put the queen in his queen from its new position with Qd2#,
where it will be safe and still protect f6; if he putting it next to White’s king with protection
tries to save his queen by playing QxR, he from the rook on d8—a classic queen-plus
gets mated. He is better off letting go of the mate.
queen and looking for another way to fend off
the mate threat, such as e6-e5. Now White White has another option in reply to Qa5: he
plays RxQ. can play Bd1. Notice that this protects his
queen and also adds another defender to b3.
Keep thinking in checks. How many would
Black have after White’s Bd1? Two, either of
which win the game. Nb3+ forces White to
capture on b3 with his queen or bishop; either
way, Black has Qd2#. Or Black can reply to
Bd1 with Ne2+, which requires White to cap-
ture with BxN. As before, Black then has
Qd2#. So White’s best reply to Qa5 turns out
to be abandonment of the queen in favor of a
different attempt to forestall mate—the simple
e3xN, removing Black’s knight. In addition to
Dg896: Black to move winning White’s queen Black still has an
eventual mate, but now it takes considerably
Dg896: This position is more advanced than longer as he has to chase White’s king
the others we have seen in this chapter be- around—perhaps all the way over to the h-
cause it requires you to keep track of some file—with his queen, bishop, and rook.
variations. At a glance you should see that
Black’s knight is about to get taken; you also
This position illustrates one of our recurring squares on the light-squared diagonal it is
themes in this section: when you attack the trying to protect.
defender of a mating square, the dividends
can be very great; but analysis also can be a So perhaps it appears that Ra1 ends the game.
good deal more complicated than it would be Not quite, however; there is another line of
if you were working just with checks and cap- response for Black: he can attack White’s
tures, because your opponent has a wider queen with Nd4. It’s a familiar defensive
choice of replies. You have to think hard idea: if you can’t stop your opponent's attack
about where the attacked piece might be on one of your pieces, make a similar attack
moved and how you might follow up, and on one of his pieces. White isn’t fazed by this,
about what captures or attacks of his own he though, as he has a couple of fine options in
might be able to spring. reply.

(a) He can go ahead and trade queens with 2.


RxQ, NxQ. A few positions ago we saw a
similar situation and emphasized the impor-
tance of not assuming that you should liqui-
date in this way. That was true: you shouldn’t
assume it. It depends on what the board looks
like before and after such a liquidation occurs.
Here, after 1. Ra1, Nd4; 2. RxQ, NxQ, White
now has attacks against two loose pieces:
Black’s knight, which sits loose next to
White’s king, and Black’s bishop, which is
Dg897: White to move loose on b7. So White wins a piece with 3.
BxB. (And then a pawn, too, after 3. …Nd4,
Dg897: Now back to another family of mating 4. Rxa7.)
patterns we frequently consider: the tightly
constrained king. White’s e4 bishop is threat- (b) Or White could reply to 1. …Nd4 with 2.
ened by the pawn on f5, but of course you BxN. Now he has a piece; and if Black plays
decline to retreat until you have studied your 2. …QxR, trying to win the exchange, White
attacking options. Examine the Black king’s has 3. Qc4+—and mates soon thereafter. The
position and you see that it has no flight resulting position is shown in the next frame.
squares; it is frozen on g8, with an open di-
agonal leading toward it. Consider this an
invitation to put an attacker on that diagonal,
since the king won't be able to run away from
it. Does White have a piece usable for the
purpose? He could try Bd5+, but Black has
the square protected with his rook as well as
his queen. So White tries his other resource
for attacking on a diagonal: his queen, which
he might play to c4. This fails because, again,
Black guards c4 with his queen. So the next
thought is to put pressure on Black’s queen,
and one way to do this is by putting one of Dg898: Black to move
your pieces flush against it—as with Ra1.
Black’s goal now is familiar. Can he move his Dg898: Play from this point goes 3. …Bd5
queen someplace where it (a) is safe and (b) (useless interposition); 4. BxB+ (not QxB+—
still protects the mating square c4? No. The a- d5 is guarded by Black’s rook), e7-e6 (useless
file is off limits, and the queen has no safe interposition); 5. Bxe6+, Rf7 (useless interpo-
sition—though it gives the king a flight
square); 6. BxR+, Kf8 (forced); 7. Nh7+ one square. You can’t play it to b6 now be-
(don’t forget the knight), Ke7 (forced); 8. cause Black just takes it with his own pawn
Qe6#. (If Black instead plays 4. …RxB, on a7. But if the a7 pawn were replaced with
which might have occurred to you, this mere- a Black piece you could push your b-pawn
ly gives White a safe chance to play 5. QxR+ forward with a threat. At last the winning idea
and mate even more quickly: 5. …e7-e6 (use- comes into view: 1. Bxa7, RxB; 2. b5-b6.
less interposition); 6. Qxe6+, Rf7 (forced use- Black moves his rook, probably to a6. Now
less interposition); 7. QxR#. you are ready to safely play 3. Rc7, Qe8; 4.
Qxe6+, Qf7 (interposing); 5. QxN (at last),
It is worth spending the time needed to visual- Rxb6 (Black takes the annoying pawn—this
ize these mating sequences from the original was why he played his rook to a6 on his
diagrammed position just for the sake of get- second move).
ting some exercise. But if Black is alert he of
course will avoid all this, replying to BxN For all this trouble, what has White won? A
with Ba6 and thus counterattacking against pawn. And the pawn is won even more simply
White’s queen. This way he loses “only” a if Black sees all this coming and simply de-
piece. clines to recapture after 1. Bxa7. Well, some-
times that’s chess: it can take a lot of work to
Conclusion: after 1. Ra1, Nd4 (Black’s best win a pawn.
reply), White should play the (a) line above,
not the (b), because (a) wins him a pawn as 5.3.09.
well as a piece. Threats Against Rooks and Minor Pieces.

Our focus has been on attacks against the


enemy king and queen when they guard piec-
es or mating squares. Attacks against minor
pieces can be effective, too, though they are
more complicated because in these cases it is
less costly for your opponent to leave the
guard where it is, exposed to capture, while
launching a threat of his own elsewhere. A
threat against a minor piece thus works best
when accompanied by a larger threat—
especially check.
Dg899: White to move

Dg899: Loose piece alert: Black has one on


g4. Study whether you can attack it while also
attacking Black’s king or threatening mate at
the same time. These investigations lead you
to Qxe6+, a rough draft of a queen fork. But
of course you first would need to chase away
the guard of the forking square, Black’s
queen. You have one way to attack it: Rc7.
Flush attacks like this should come easily to
you now; the problem with this one, though,
is that White loses the rook to QxR and Dg900: Black to move
doesn’t quite make up for it with the fork.
Think, “if only the rook had protection when Dg900: After the relatively demanding posi-
it jumped to c7. It almost does; if the pawn on tions we have been considering, the one to the
b5 were one square closer…” So now you left should seem easy. Back to first principles:
have a new goal: get your b-pawn forward you want to be aware of every point in
White’s camp that Black has under attack.
Here Black’s queen attacks White’s knight on
e2. So you look at how the knight is protected
and see the rook behind it. You can’t capture
the rook; can you drive it away?

Rooks flee knights and bishops, and Black


has a dark-squared bishop that he can play to
f2. If White leaves the rook where it is, he
loses the exchange; if he moves it, he loses
the knight—for there is no place for the rook
to go where it will be safe and still protect e2. Dg902: White to move
The root of the problem for White is that his
rook is cramped against the edge of the board. Dg902: White has three pieces trained on the
If White’s knight-and-rook pair were the in Black king’s general position, and the king
the middle of the board, the rook could retreat has little mobility and is short on defenders.
and still provide defense. These indicators suggest the possibility of a
mating attack, but how? The obvious check-
Dg901: What does White attack? If you don’t ing idea, Qxf6, almost mates, but the pawn
see it, you’re overlooking the king, which has protection from the rook on f8. The rook
attacks Black’s knight. Next question: what cannot be taken, so consider pressuring it.
prevents KxN? The bishop on e6. White plays Re8, attacking the rook; this may
look counterintuitive because now White’s
rook can be taken, but of course if that hap-
pens White mates on his next move. In this
sense Black’s rook is pinned. The power of
Re8 is that it starts a sequence in which White
dictates Black’s replies one by one. Here
Black has to play Kg7, as it is the only move
that avoids immediate mate and provides pro-
tection for the rook. White plays RxR; Black
plays KxR. Now comes Qxf6+, and Black’s
king does not have enough room. White
mates a few moves later with his queen and
Dg901: White to move bishop. (After 1. Re8, Kg7; 2. RxR, KxR, the
sequence, entirely forced, goes 3. Qxf6+,
White has no way to capture it—but he can Ke8; 4. Bf7+, Kd7; 5. Qe6+, Kd8; 6. Qe8#.)
attack it with Bc8. A foolish move since it
invites Black to play BxB, taking a piece
while still protecting the knight? No, because
in playing BxB Black would be depositing his
bishop onto the back rank, where his king sits.
White then would have a check and capture
with RxB+; and then after Black moves his
king comes KxN, winning a piece for White.
The priority of check again. So once White
plays Bc8 Black is destined to lose his piece,
and Black’s best move thus is Nxf2, allowing
his knight to be captured but at least taking a
pawn with it as it goes down. Dg903: White to move
Dg903: As you look for offensive possibilities Black’s rook. So White sticks his queen flush
your eye should be drawn to Black’s king. It against the rook with Qf8+, choosing the at-
can’t move to d8, and f7 is off limits as well; tacking square that also enables his queen to
indeed, it has no flight squares—and there is give check and thus force the issue. Black’s
an open diagonal leading toward it. We know only reply is RxQ, permitting White to play
a way to take advantage of this: try to get an Bg7# next move. The point about giving
attacker onto the diagonal, exploiting the check can be made more strongly by looking
king’s cramped position. White looks to his at Black’s own threats at the other end of the
queen and light-squared bishop, and finds the board. Black has a queen, two rooks, and a
move Bf7—almost mate, with protection bishop all trained on the White king’s posi-
from the knight on e5, but f7 is guarded by tion. If White plays a different attack on
Black’s rook on h7. When an otherwise effec- Black’s rook—say, Qd8 rather than Qf8+—
tive mate threat is impeded by an enemy Black is not forced to take any defensive
piece, we know how to think about this; we measures. Instead Black gives a check of his
make the troublesome piece a focus of opera- own with Qxg2+, and his checks don’t stop
tions in its own right. Capturing the rook is until White is mated three moves later. By
not possible, but White can get an attacker giving check himself with Qf8+, White holds
onto the h-file with Qxh5+. Notice that in the initiative and never gives Black a chance
addition to attacking Black’s rook, this move to start his own mating sequence.
gives check; this has the usual importance
because it makes Black’s choice of replies
much more limited than it was in the cases
where we tried plainer attacks against enemy
pieces. Black has no way to protect his king
except RxQ; and then comes Bf7# for White.

Lesson: if a troublesome enemy piece can be


attacked with check, this generally is an at-
tractive way to go; the threat to the enemy
king simplifies your analysis of the conse-
quences.
Dg905: White to move

Dg905: Examine Black’s king and be struck


by its limited range of motion (none, thanks to
the attack on g8 by White’s bishop). In these
circumstances any check becomes a mating
threat; White’s RxN would be mate except
that Black’s rook on c8 guards the mating
square. Can White somehow be rid of the
Black rook? He can’t capture it, and if he at-
tacks it Black might just leave the rook where
it is, comfortable in the knowledge that it is
Dg904: White to move protected by its queen—and that if it is re-
placed by its queen, the back rank still is de-
Dg904: Do you see that this position is struc- fended. But the calculus changes if White can
turally similar to the previous one? Again attack Black’s rook while also creating anoth-
Black’s king has no flight squares; again there er threat. So then notice another significance
is an open diagonal leading toward it (though in the fact that White’s bishop on b3 is aimed
from below, making it a little harder to see); at g8, next to Black’s king. It gives White a
and again all that prevents White from mating classic queen fork of a Black piece and mat-
by planting a bishop on that diagonal (Bg7) is ing square with Qc4. Ordinarily the move
wouldn’t look like much because Black can tacks Black’s knight twice. It also is defended
just play RxQ. But here that capture is exactly twice. He has no way to capture either de-
what White wants Black to play (and what fender, but he can attack both of them with
Black does not want to play) because it results the knight fork Nb6. Black is threatened with
in a mate for White with RxN. It does not the loss of his rook, so he must move it to
matter what Black does, of course, since if he safety; and he can do this while still protect-
plays anything other than RxQ (e.g., Qe6) he ing the a8 bishop by playing Rb8. But now
soon ends up mated by Qg8#. the knight has lost one of its defenders, so
White can play BxN. Or White can play NxB,
5.3.10. and if Black recaptures RxN then both de-
Forking the Guard and Another Piece. fenders of Black’s knight are gone, enabling it
to be taken for free next move. White wins a
As we have seen, an attack on a defender of piece in any event. Observe how the fork gave
an enemy piece or sensitive square works best Black a narrower set of choices than we saw
when it has something else going for it as in cases where a guard was attacked without
well—for example, if the move also gives more. The trouble created by a fork cannot be
check or threatens mate, or if the piece being evaded by just moving the attacked piece,
attacked is in an unusually cramped position. because there are two of them. And notice
Moves that give check and also attack the that while a knight fork of a rook and a pro-
defender you are trying to remove can also be tected bishop usually would be of little inter-
understood as forks; and lesser but still effec- est, it is another matter when capturing the
tive forks are possible in which you attack the bishop would leave an additional target loose
defender and some enemy piece other than his for the taking.
king. In cases such as those, where your at-
tack on the guard is part of a double attack,
simply moving the defender to a safe place no
longer gets your opponent out of trouble; the
other piece in the fork remains vulnerable.
These sorts of forks also allow you a broader
range of targets than usual. Ordinarily a
knight forking a rook and a protected bishop
is no great threat, since once the rook moves
you are faced just with an exchange of minor
pieces. But if moving the rook would leave
something else loose, the fork becomes inter-
esting after all. Dg907: Black to move

Dg907: The current idea from Black’s side.


The opportunity to see is the attack on
White’s knight by Black’s rook. The knight is
guarded by a fellow piece—the bishop on
b2—making it vulnerable. The bishop cannot
be captured, and if attacked it presumably
would just retreat to a1—unless the attack
were a fork that made a simple retreat unsatis-
factory. Black looks for ways to attack the
bishop (or for knight forks) and finds Nc4.
White is threatened with the loss of the ex-
Dg906: White to move change, but he can create no better outcome.
If he moves the d2 rook to c2 or e2, he saves
Dg906: In the position to the top, White sizes it and protects his bishop; but after White
up his attacking options and sees that he at- plays NxB and Black replies RxN, Black’s
knight on c3 has been left loose and is lost to must save his king either by moving it or by
RxN next move. White is better off moving taking White’s knight. If he takes the knight
his knight from c3 to e2, allowing Black to with NxN, he leaves his queen loose and al-
take the exchange rather than letting him win lows White to play QxQ. If he moves his king
a whole piece. to b8 or d8, now what? Keep looking for the
next check; especially when your knight is
Incidentally, suppose White instead replies to creating havoc and forcing the enemy king to
the fork Nc4 by retreating his bishop to a1. move around, successive knight moves often
Here as before, Black wins the exchange by can create successive checks and forks. White
taking White's rook. But this time the trouble thus plays NxN+, this time forking Black’s
continues for White, because after he recap- king and queen. Again Black must either
tures RxN, his bishop on a1 has been left move his king or (better) take White’s knight.
loose. This creates the kernel of a relative pin Either way his queen is loose and ends up lost
on the long diagonal, and Black exploits it next move.
with Be5. Suddenly the knight on c3 is para-
lyzed. Black can win it in return for a couple
of pawns. (After Black plays Be5, play might
go 1. RxR, NxR; 2. Bb7, Rc7; 3. Bxa6, BxN;
4. BxB, RxB; 5. Bxb5.) The point is just to
see again how hazardous it can be to leave a
piece loose in the middle of a sequence, per-
haps in the course of retreating it innocently.
For once it is loose, other pieces can be
forked along with it or (as in this case) pinned
to it.

Dg909: Black to move

Dg909: White’s pawn on h3 is about to take


Black’s knight. The easy thought is to retreat
the knight, but of course that would be rash.
You see that the knight and Black’s queen
both are aimed at h2, and indeed that Qh2
would be mate if White’s knight on f3 were
not defending the mating square. Black has no
way to capture the bothersome knight, but
perhaps he fruitfully can threaten it. Now of
Dg908: White to move course attacking a knight with another piece
generally will not frighten your opponent,
Dg908: White sees that the queens are faced particularly in a case like this where the
off against each other and that Black’s queen knight is defended. But it’s different when the
(like his own) is protected only by a piece— attack is a fork, such as Black’s Nc6-d4—
the knight on c6. White has no way to capture attacking the White knight and queen. A
the knight, and the knight has protection; so if knight fork against a fellow knight usually is
White merely attacks it with a move like Bb5, no good, but here it is as good as forking the
Black is free to preempt White’s plans with king: White absolutely cannot afford to play
more a forcing move of his own: QxQ+. NxN, as it permits mate on the move for
White needs a way to attack the knight while Black. Yet if White tries to save his queen, as
controlling the initiative. He examines other with Qd1, Black plays NxN and mates a move
ways of going after it, and he examines any later. We thus arrive at a familiar outcome:
checks he can give; either way he is drawn to White’s only recourse is to let go of the at-
Ne7+, forking Black’s knight and king. Black tacked pieces and take other measures to de-
fend against mate—here, by playing h3xN. also has the option of playing the useless in-
Now Black wins the queen with NxQ. terpositions Qe6 and Rf7; White’s queen just
eats them up.) Thus 1. Qd5 leads to a quick
Dg910: White’s queen is loose and under at- mate for White.
tack; then again, Black’s queen also is loose.
So you might naturally be inclined to play 1. This is another example of a point we empha-
QxQ. What’s wrong with this? Consider your sized earlier: the importance of looking
opponent’s threats—especially any checks he beyond the first mating idea you see and in-
can give—and you see his reply 1. …Nf4+, a specting for more. If you saw one of the pos-
discovered check that lets Black win back the sibilities here but not the other, you would
queen next move: 2. Ke1, NxQ. White still miss out on a chance to end the game.
does well: 3. RxR+, RxR; 4. NxR, KxR; 5.
Ke2 and 6. Kxe3 and White has won the ex- 5.3.11.
change and a pawn. Using Pawns to Threaten the Guard.

Dg910: White to move Dg911: White to move

But the really important question is whether Dg911: Part of your assessment of every posi-
you can resist being mesmerized by these tion is a look at what you attack and why the
possibilities and instead step back and ob- attacks can’t be turned into captures. In the
serve the constrained position of Black’s king. current frame the only piece White attacks is
It cannot move, and there is an open diagonal Black’s bishop on d5. How is the bishop pro-
running toward it; this raises the thought of tected? By Black’s queen. The natural thought
Qd5+, a move that would mate but for the is to seek a safe and effective way to drive the
Black rook on d8 that protects the mating queen from its perch. There is one move for
square. But don’t stop there, either; see that White that satisfies those criteria: h3-h4. Of
White already has two pieces trained on f8, course Black would like to just move his
and also would be prepared to mate there with queen to another square where it would be
RxR—again, but for Black’s rook on d8. So safe and still protect the d5 bishop. There is
the d8 rook becomes the focus of White’s no such square, however; so once Black
energies. He would like to threaten it in a fa- moves his queen to safety, White plays BxB.
shion that forces it to leave the defense of one Lesson: don’t overlook pawns as tools for
of the two mating squares, f8 or d5. Attacking attacking the guards of pieces you want to
it with a check would force Black’s reply take.
helpfully, and the way to achieve this is sug-
gested by those dual threats just described. Dg912: Untie the knot in the center by asking
We said that White’s 1. Qd5 was a threat of what attacks what and what defends what.
almost-mate, but at the same time it also is a Going piece by piece, the answer turns out not
queen fork of Black’s king and rook. Black is to be complicated. White attacks Black’s e4
forced to reply RxQ, and now he has left the knight twice (never overlook a fianchettoed
way clear for White to play 2. RxR#. (Black bishop); the knight also is defended twice, by
Black’s queen and bishop. If one of the Black complished: the knight on e4 has only one
guards could be removed, the knight would be guard, so White takes it with QxN.
takeable. White has no way to capture Black’s
bishop or queen. Can he threaten them? Dg911: Survey your attacks. Black’s rook and
bishop attack White’s knight on d5 (which is
protected twice, by a pawn and another
knight). Black’s queen attacks White’s knight
on e3, which is protected by a pawn and by
White’s queen. Black’s knight attacks
White’s bishop on e2, which is protected by
its queen. Can any of the defenders mentioned
in those observations be captured or attacked?

Dg912: White to move

Consider pawn threats. White has 1. g3-g4.


The obvious response is to move the bishop to
another square from which it still can protect
the knight, so Black plays Bg6. Except now
White can capture the guard, with 2. NxB.
After Black recaptures 2. ...RxN, his knight
on e4 is attacked twice and defended just Dg913: Black to move
once. White takes it next move.
Dg913: Survey your attacks. Black’s rook and
Well, but how does White take the e4 bishop attack White’s knight on d5 (which is
knight—with his bishop or his queen? If he protected twice, by a pawn and another
uses his queen, it goes 3. QxN, QxQ; 4. BxQ, knight). Black’s queen attacks White’s knight
Rxg4+, 5. Bg2 and White has won a piece for on e3, which is protected by a pawn and by
a pawn. But if White first uses his bishop in- White’s queen. Black’s knight attacks
stead of his queen, things play out a little dif- White’s bishop on e2, which is protected by
ferently: 3. BxN, Rxg4+. (Notice the point: its queen. Can any of the defenders mentioned
when he started by moving his bishop off of in those observations be captured or attacked?
the g-file, White turned Black’s capture Rxg4 We saw that White’s knight on d5 is attacked
into a check that seizes the initiative before twice and defended twice. If one of its de-
White has finished his sequence.) White plays fenders were removed, it could be taken. One
4. Kf1 (not Bg2, resulting in QxB#), and now of those defenders is the pawn on e4. Black
Black attacks the White bishop twice against can capture it with f5xe4, which also is a
one defender. He plays 4. …RxB; 5. Qxa5. pawn attack on White’s queen. Now what?
Each side has won two minor pieces and a White might consider Qxe4, replacing his lost
pawn—a wash. So White should play 3. QxB, pawn with a piece that still protects the d5
not 3. BxB. knight. But remember that White’s queen had
defensive work of its own to do on d3: it was
Finally, what about the possibility that Black protecting the bishop on e2. Once it leaves for
might reply to White’s initial threat with a e4, Black has NxB+, winning a piece. Black’s
counterattack? After 1. g3-g4, Black could initial pawn move can be considered a capture
reply b7-b5—and now each side has a pawn or an attack on White’s queen; the important
threat against a minor piece. Not a problem point is just to see the train of thought that
for White: he goes ahead with the exchanges, resulted one way or another in the removal of
2. f4xB, b5xN, and now his mission is ac-
a valuable White quard. knight on b5. The knight can’t be taken, but
White has a pawn to throw at it: a3-a4. It
might seem that the knight must now flee, and
that here as in the previous position Black is
left with a hanging piece for White to take.
Not so. We encounter again a fundamental
limitation on the use of attacks (like a3-a4) to
force results: in itself the move doesn’t cost
Black anything; it merely threatens him with
a cost. That means he still has time to threaten
countercosts of his own. In this case Black
looks for a threat that he will be able to ex-
ecute if White goes through with a3xN. He
Dg914: Black to move finds Nd7. White’s queen must retreat, which
gives Black time to likewise retreat his b5
Dg914: What does Black attack? His rook knight—and without worrying that this leaves
attacks White’s bishop, which is protected by his rook unsafe, since the rook’s attacker has
two knights. His bishop on g7 attacks a fled.
knight. Put these together and you almost
have something: Black could exchange away
one of White’s knights with 1. …BxN; 2.
b2xB; and then the bishop on e2 would be
attacked once and protected once. That
doesn’t achieve anything in itself, but it
should cause you to turn your attention to the
bishop’s other guard—the knight on f4—to
see if it might likewise be vulnerable. Black
has no way to capture it, but pieces at the out-
er edges of the center often can be chased
with pawns. Black plays 2. …g6-g5, and the
knight must flee; and there is no way for a Dg916: White to move
knight to move and still protect the square it
formerly did. Now Black has 3. …RxB and Dg916: White has the power to play QxR, but
wins a piece. to make it work he first has to loosen the
rook. Its guard is the queen on d6. The (hope-
fully) obvious idea is c4-c5, attacking the
queen with a pawn. The harder part is figuring
out what happens next. Your first fantasy
might be that Black’s queen will flee or play
Qxc5; since it has no safe squares from which
it can keep guarding the rook on f4, you will
be able to play QxR safely next move. None
of this is likely, though. You have to consider
counterthreats Black might launch—moves he
might make that will then allow him to reta-
liate rather than just recapture. Here Black has
Dg915: White to move Rg4. Now the rook has protection from a new
source, the pawn on h5. True, after the rook’s
Dg915: Lest chasing pieces with pawns seem move the Black queen still is exposed to at-
too easy, consider a limitation on the idea. tack by the pawn now on c5. But now White’s
Look for potential captures White can make queen is under attack, too, by the rook: the
and you find QxR. The good news is that the threatened retaliation. White’s simplest
rook is protected only by a fellow piece, the
recourse now is to liquidate the queens with 2. own; if you carry through on yours, he carries
QxQ, c7xQ, then play 3. BxR, h5xB, winning through on his. To be effective, his counterth-
the exchange. A little stronger, however, is 2. reat has to target something at least as valua-
QxR, h5xQ; 3. c5xQ, g4xB; 4. d6xc7+, Kxc7; ble as your threat does. Thus a suitable coun-
5. Nxh3—and now White has won a pawn as terthreat for Black when faced with 1. c4-c5
well as the exchange. here was to attack White’s queen. The posi-
tion then becomes a matter of comparing what
The position is most valuable as another re- happens if each side’s threats are carried
minder that when you try to chase off a guard out—not just what each side gains and loses
by threatening it, you have to remember that from the execution, but what their next moves
your opponent may have a wide choice of look like afterwards.
replies. He can make a different threat of his
Blocking the Guard
(Interference).
5.4.01. there—and with check. He plays Ne4+.
Interference to Loosen a Piece. White’s natural response to such an obstruc-
tion would be to take it with his queen, but the
Suppose you see an enemy piece or square knight has protection from the pawn on d5. So
that you want, but it has protection. Your op- White has to respond to the check by moving
tions, as we have seen, include capturing the his king, and Black takes the rook with his
guard, threatening it, or going after something queen next move. Note the importance of the
else it protects. They also include this final check Black’s knight when it moved. Without
idea: blocking the line between the guard and that threat Black’s move doesn't force White’s
the piece or square it is trying to protect. You reply, and thus leaves him a move to just re-
may be able to do this by planting one of your locate his rook someplace safer.
pieces between them, or by making a threat
that causes your opponent to put one of his
pieces between them. This motif is useful to
understand, but since several conditions are
needed to make it work it does not arise as
often as the others. We will not spend as
much time on it as we have on the other me-
thods of removing the guard.

Like much of chess, interference is all about


lines.
Dg918: White to move

Dg918: Survey White’s possible captures and


you find QxN and RxR. Of course both tar-
gets are protected, so turn your attention to
their guardians. See the vulnerability in the
Black queen’s protection of the rook on h4:
White’s pawn on f5 can step between them,
and with protection. The move attacks
Black’s queen, so he has to do something
about it. If he plays Qxf6, White has QxQ+;
Dg917: Black to move Black then takes White’s queen with his g4
knight, and White follows by at last playing
Dg917: The first order of business in the RxR+ on the h-file—the point all along. He
study to the left is to note your possible cap- has traded queens and won a rook for a pawn.
tures, and in this case Black has just one: his If Black instead replies to f5-f6 by playing
queen attacks White’s rook. The rook is Nxf6, he blocks his rook's line of protection
guarded by its queen; can the protection be and so again lets it go in trade for the pawn.
removed? There is no way to capture White’s
queen or drive it off with a threat or take any- Part of what makes interceptions of this sort
thing it protects. But look at the diagonal be- dicey is that, like the threats against the guard
tween the queen and rook. Might Black ob- examined in the previous chapter, they often
struct it? Yes, he has a piece that can get give your opponent wide latitude in choosing
a reply. Here White’s pawn push f5-f6 threat- (a) If White takes the pawn with his bishop,
ens Black’s queen, but in addition to the his knight on c3 is left attacked twice and
moves just considered Black also can reply by protected only once. Black wins it with
taking the offensive with check: RxR+, with QxN+.
the idea of removing his queen from danger
after White takes his king out of check. It is (b) If White retreats his bishop, his knight on
important to see this idea—and not to be dis- g5 is left loose. Black wins it with QxN.
suaded by it. For after RxR+, White has the
decisive reply QxR+ (never back down from As noted a moment ago, when the e-pawn
considering every check); and now White will blocks the diagonal it also inflicts a threat
mate a move later, as his pawn on f6 seals off against White’s bishop, and notice that the
g7 as a flight square for Black's king. threat is crucial; if White had not been kept
busy by it, he would have had time to move
The defensive idea illustrated by this last var- his g5 knight to safety. (This is one reason
iation still is worth pondering: if an "interfer- why f5-f4 would not have been comparably
ing" move cuts off protection to a target and effective for Black, despite blocking the same
makes another threat, one line of response is diagonal. Another reason is that White then
to pick up the target and make trouble with it. plays g3xf4, and now his pawn guards the
Perhaps the trouble easily can be evaded, but knight.)
its creation still buys time to then extinguish
the second threat, too.

Dg920: Black to move

Dg919: Black to move Dg920: Black has one possible capture: BxN.
The knight is guarded by White’s rook at b1.
Dg919: Size up your capturing possibilities Black has no way to do anything to the rook;
using the Black pieces. Your queen (and the and the natural method of interference, Rd1,
bishop behind it) attacks the knight on c3; leaves his own rook unprotected and just re-
your queen alone attacks the knight on g5. sults in RxR. But Black is methodical in ex-
The g5 knight is protected by the bishop at amining any checks he can give and their
d2; the c3 knight is guarded by its queen and, consequences, and finds that there is one,
again, by the bishop on d2. What to make of Rd2. White’s only legal reply is Kc1—and
this? Neither of your captures looks produc- now his knight is left loose because his own
tive, but that would change if the effective- king blocks the path of its guard along the
ness of White’s bishop on d2 somehow were first rank.
compromised. You can achieve that result by
looking at the line between the bishop and the The position shows a pattern worth watching
g5 knight and asking if you might disrupt it. for: sometimes a sequence you plan may have
A simple pawn push suggests itself: e4-e3, the surprising side effect of causing one piece
attacking the bishop and obstructing its path to block the line of protection leading to
to g5. Black now wins a piece: another. The idea is worth special mention
because it often catches its victim by surprise, queen from far away. Perhaps the protection
too. can be disrupted. That would be a visual ap-
proach to the position; a different route would
be the trusty one of examining any checks
you can give and their consequences. White
has two with his rook and two with his queen;
the most interesting would be any check that
also threatens the rook, which brings you to
Qd8+. Since the e-file is off limits to Black’s
king, he has to play Kc2 or Kc3. The most
significant property of those moves is that
either of them blocks the path from Black’s
queen to the rook and so leaves the rook
loose. White takes it next move.
Dg921: White to move

Dg921: The two queens are faced off against


each other. Each has protection from a rook.
If any vulnerability exists in the enemy
queen’s guard, it must be found. Again White
has no way to go after the black rook on f8,
but once more the practice of inspecting his
checks pays off: he finds Rg3+. Black can't
move his king to h8 because the square is
attacked; and if he moves his king to f7, his
queen becomes loose because its line to the
rook has been severed. Black is better off with Dg923: Black to move
QxR, thus allowing h2xQ and the trade of his
queen for a rook. When a target is protected Dg923: Survey what you attack (as Black)
by another piece and the guardian is next to and see, among other things, the possibility of
its king, consider this a possible vulnerability. QxN—but White’s queen on d1 guards the
A check may force the king to interrupt the target. So turn your attention to the queen.
target's protection and leave it loose. You have no safe way to attack it, and it pro-
tects no other piece you can take; but there
remains the possibility of interrupting its line
of defense to the knight on h5. This you can
do with Re2; the question is what follows
from it. The important point of the move is
that the rook is guarded by your queen from
e5, so if White replies 2. QxR he loses his
queen for a rook after 2. …QxQ.

But now what if White doesn’t reply QxR?


Then he is faced with QxN. His best move
thus is to launch an attack of his own with the
Dg922: White to move threatened piece: 2. NxB. He is hoping you
will recapture his knight, taking him off the
Dg922: The note at the end of that last posi- hook, but you can do better. Look at the board
tion is a hint to the solution of this one, which as it then would appear; look for any checks
is a little harder because White has nothing you then would have; find Re1+, a rook fork
under attack at the outset. Still, notice the pre- of White’s king and queen. White is forced to
carious position of Black’s rook: it’s way out reply 3. QxR, QxQ+, 4. Kh2 (forced—and
on the board, not loose but protected by a
now the priority of check has still kept alive chess tactics. At the beginning of each chapter
Black’s ability to play…) KxN. Soon Black it presents a few elementary examples of the
will be able to play Qxf2 as well. He ends up pattern that is the subject of the problems that
with a queen, and knight, and a pawn for a follow. The examples are abstracted; all that
rook and a bishop. is shown is one corner of the chessboard
where all the relevant pieces reside. The tech-
nique is a useful one for presenting the basic
idea behind the use of interference to loosen a
mating square (or to win material by threaten-
ing mate), so we will begin here with a few of
these odd-looking examples that Blokh sug-
gests.

Dg924: White to move

Dg924: White looks for captures to consider


and sees QxR. All that keeps him from play-
ing it is the queen on h5; if its protection
somehow could be eliminated, White would
have the game. He has no effective way to
threaten the queen. The best he can do is the Dg925: White to move
knight fork Nf6+, but then Black simply plays
g7xN. On the other hand, look at the line be- Dg925: In this first example you see that
tween Black’s queen and rook. There is one White has a queen and rook aimed at f8 and
space between them, on g4. White has a rook would mate there were it not for the protec-
on the fourth rank. If it could slide onto g4, it tion provided by Black’s queen. The Black
would have protection there and Black’s rook queen can't be taken or driven off with a
would suddenly be loose. Of course Black threat, but White looks at the line running
could just move his queen to f5—but not if he from the queen toward the mating square and
has no time. Perhaps the solution is becoming sees that he can land a piece between them
clear now: put together the ideas just dis- with Nf6+. When you interpose a piece like
cussed, starting with 1. Nf6+ and the forced this, by assumption it can be taken by the
reply g7xN. It not only would leave the fourth piece you are trying to block; it therefore
rank clear for Rg4; it also would clear the g- needs protection, which the knight here rece-
file of the pawn now there. After that ex- ives from the pawn on g5. If Black plays
change White therefore can play Rg4 with QxN, he loses his queen and is mated soon;
check. If Black plays QxR, White has h3xQ but if he plays anything else he is mated even
and has won a queen for a minor piece and a sooner.
rook. If Black instead interposes with Bg7,
White has QxR and has won the exchange. Dg926: Again you see White’s queen and
another piece (his bishop) ready to pounce on
a square next to Black’s king, this time de-
terred only by the protection Black’s queen
5.4.02. supplies to g7. On this abbreviated board
Interference to Loosen a Mating Square. there is no way to get at the Black queen di-
rectly.
Blokh’s The Art of Combination, unfortunate-
ly out of print at this writing, is a fine book on
queen with QxB, leading to RxQ for White.
This avoids immediate mate, though it leaves
White with a decisive material advantage and
an eventual forced mate anyway with careful
play.

Dg926: White to move

But a glance at its route to the mating square


reveals a way to obstruct it: 1. Rf6. Again the
rook has protection against the simple QxR,
which otherwise would renew the Black
queen’s protection of the square; and Black’s Dg928: lack to move
queen has no safe place it can go to protect it.
The best Black can do is 1. …Qe6; 2. Qc5+, Dg928: Back to normal positions. Black’s
Re7 (interposing). (If Black plays 2. …Qe7, queen and f4 knight both attack g2; Black is
interposing his queen, White has 3. Rxf7+ and prevented from mating there by White’s
4. RxQ.) Assuming Black sticks with Re7, queen on g4. Black has no good way to drive
play might go 3. RxQ, g7-g6, 4. Qc8+, Kg7; off White’s queen, but he does have a way to
5. Ra6, Rxe5; 6. Ra8, g6xB; 7. Qh8+, Kg6; 8. obstruct its protection of the mating square:
QxR, where White wins a queen and a rook Ng3+. Notice the pressure the move creates.
for a bishop and a pawn. Anything less pre- It’s a check, so it has to be addressed directly,
cise by Black is liable to get him mated. But and if White moves his king it gets mated
the important thing to see here is the basic right away with Qxg2. White thus takes the
idea of 1. Rf6. knight with his queen. But then comes h4xQ,
and White runs out of ways to stave off mate
on g2. He can interpose his rook at e2, but
Black’s queen just takes it.

Dg927: White to move

Dg927: This time we have a White queen and


rook directed at g7—but with a White bishop Dg929: White to move
in front of them creating the kernel of a dis-
covery. What to do with the bishop? Use it to Dg929: Seeing the mating idea for White is a
block the path of the Black queen that defends little harder here, but it should give you no
the mating square. Hence White plays Bf7+. trouble if you look at how White’s pieces bear
If Black replies BxB, White mates with on Black’s king and especially at any checks
Qxg7#. Black is better off sacrificing his you can give. The knight at f5 can give a
check from e7, forcing Black’s king back to
h8; and now with no defenders along his back tack against the king along that diagonal has
rank Black gets mated with RxN—almost. lethal potential.
The impediments are (a) Black’s bishop at b4,
which guards e7 and f8, and (b) the knight on
f6, which can be interposed on g8. Begin with
the bishop. When you see a long line like this
between guardian and mating square, consider
obstructing it. White can insert his dark-
squared bishop onto the diagonal with Bc5;
the queen behind the bishop, on f2, provides
the protection needed to stop Black from eras-
ing the blocker with BxB. White imagines the
sequence thusly: 1. Bc5, BxB; 2. QxB, b6xQ;
then the mating finale 3. Ne7+, Kh8; 4.
RxN+, Nf6-g8; 5. RxN#. Dg930: White to move

That is the ideal sequence. Of course Black is White can launch such an attack with Qxh5;
unlikely to cooperate in such docile fashion; indeed, that move would be mate were it not
the point is to realize that if he makes all of for the protection provided to h5 by Black’s
his natural captures and recaptures he will end queen. Can you block the Black queen’s path
up mated. This means that if he is alert he will to the mating square? Yes, with Rf5 or Nf5.
have to forgo one of those captures, and that Either works, but let’s focus on Rf5; consider
the sequence instead will only win material. Black’s reply options and their consequences:
What is Black’s actual reply to Bc5 likely to
be? Probably Nf6-d7—forfeiting his bishop to (a) If Black plays e6xR, White’s mission is
BxB and instead bringing in a fresh guard for accomplished: h5 has been left loose, and
f8. now he mates there with his queen.

A loose end: when you plan an offensive se- (b) If Black plays QxR, White has NxQ (and
quence you have to be mindful of any checks an eventual forced mate).
your opponent can throw into mix, possibly
seizing the initiative and spoiling your plans. (c) Or Black can forget about his queen and
Here Black can try 1. ...Qa1+, but it’s met take out the mate threat directly with Nxf6,
with Bf1 and so doesn’t change anything. attacking the h5 square where White wants to
Another loose end: after 1. Bc5, BxB; 2. QxB, put his queen. So White doesn't bother with
Black can skip the capture of White’s queen that; instead he is content to play RxQ.
and instead play Nd7, again beefing up the
protection for f8. But now it’s too late to As often is the case, seeing a sequence that
avoid mate, as becomes clear if you are reso- can lead to mate thus pays off not with mate
lute in examining your checks: 3. QxNf8+, but with sacrifices by your opponent to pre-
NxQ; and now, of course, 4. Ne7+, Kh8; 5. vent it—an entirely satisfactory result.
RxN#.
Dg931: White’s queen can make a protected
Dg930: First you need to see White’s mating attack on g7, but the square is guarded by
threat, so start by studying Black’s king. Black’s knight. With his queen placed so ag-
When a king has a protected enemy pawn in gressively White looks for other ideas and
front of it like this, of course, its flight squares reflects that if he could get a rook behind it,
to either side are sealed off. Since the other the queen would be able to penetrate to h7
nearby squares are occupied, the king’s only and be secure against capture by the Black
range of motion lies along the light-squared king—the only guardian of the square. Ob-
diagonal leading to e8; this means that an at- serve the weakness of Black’s formation; see
what potential for trouble arises when the
king has no freedom of movement and is the
only guard of a square next to it.

Dg932: White to move

Dg932: Now let's combine some guard-


Dg931: White to move removal themes. The crucial thing here is to
see all of White’s possible mating ideas: Re8
Indeed, if White could play Rh3 now—in almost does it; Qf8 almost does it; so does
other words, if there were no bishop on c8 Qg8, or QxBf6—probably the easiest of the
protecting the square—Black would have no ideas to overlook. The problem is that in
way to avoid Qxh7# a move later despite hav- every case the needed square has protection;
ing a free move to use to address the threat. indeed, in every case the protection is pro-
(He could try Nxf6, but it's met with g5xN.) vided by Black’s queen. When the queen
gives you so much trouble, your instinct
So Black’s bishop far away on c8 is all that should be to experiment with moves like
prevents White from finishing the game. The Re8+—a flush attack.
bishop is buried too far within Black’s posi-
tion to enable White to capture it or drive it Black has no choice but to take out the rook
off, and it protects nothing else that White can and two ways he can do it. The first is QxR,
menace. Again, though, when you see a long in which case the queen has been drawn away
line between a mating square and its guard, from the protection of f6; White mates there
consider whether you can obstruct it. White with his queen. (On this view of the position
looks for ways to get a piece or pawn onto the Black’s problem was that his queen was
light-squared diagonal and finds Nf5— overworked, trying to guard too many mating
blocking the line with protection from a squares.) Black’s second possibility for a re-
pawn. Consider the possible consequences: ply to Re8+ is BxR. This creates a different
problem for him: he has put his bishop be-
(a) If Black plays g6xN, the diagonal now is tween his queen and mating squares it was
stopped up with a Black pawn; White plays supposed to protect. Now White mates with
Rh3 and mates momentarily on h7. Qf8 or Qg8. It becomes a case of interference.

(b) If Black plays BxN, he avoids the mate Black had no way to avoid mate by the time
but suffers other losses. White replies with White reached this position, but there still is a
e4xB. Now Black has to find a new way to defensive lesson to be learned: anytime your
prevent White’s rook from moving to h3, as it king is stuck on the back rank and you are
remains a game-ending threat and no longer is forced to make a capture there, be mindful of
prevented by anything. Since White’s e-pawn how it will affect the king’s defenses: the
has moved, Black can play QxR. But of movement of your pieces might affect your
course then White has BxQ, winning a queen ability to fend off a mating attack by blocking
for a rook. That is the true payoff of the se- the protection you are able to provide along
quence for White: not mate, but a gain of ma- the rank.
terial as a byproduct of a threat of mate.
5.4.03.
Interference on the Penultimate Rank.

Dg933: White to move

Dg933: This position also combines our cur-


rent theme with an earlier one. Black’s king is Dg934: Black to move
confined to the back rank by the knight on f5.
White has two heavy pieces he can put on the Dg934: Presumably you see right away that
rank—his queen and rook—but Black defends Black’s queen and knight are trained on h3,
the squares they are able to reach with his ready to deliver mate—except that White’s
rook, bishop, and queen. Meanwhile White’s queen protects of the mating square from c3.
queen attacks Black’s bishop and queen; and With no way to take the queen and nothing
the queen’s only guard is the rook on b8. else it protects that you might threaten, what
to do? Clutter the line from the queen to h3
That pattern should ring a bell—a piece you with 1. …Rd3. If White plays 2. BxR, notice
can take that is guarded only by a rook on its the result: his queen’s path to h3 is obstructed
back rank. In such cases we have seen that by his own piece, and Black mates with 2.
dropping a rook of your own onto the back …Qxh3+; 3. Kg1, Qg2#. That leaves White
rank (with check) may drag the enemy rook with the unappetizing alternative reply 2.
out of position to fulfill its defensive obliga- QxR—unappetizing not only because it loses
tions; here the idea for White would be 1. the queen to 2. …NxQ, but because if White
Rd8+, RxR; 2. QxQ. then plays 3. BxN Black has the queen fork
Qd6+, winning back a piece.
Ah, but there is a catch: Black can reply to
Rd8+ with BxR, leaving his queen still Black’s original move Rd3 attacks the queen,
guarded. Yet look at the board that then re- but the idea also would work well enough
sults and see what the bishop does on its new with a Black piece that had no such attacking
square, d8. It blocks the rook’s path along the potential. Imagine no Black rook on d8 but a
back rank and enables White to mate on the Black knight on c5; moving the knight to d3
spot with Qe8. So Black has to reply to Rd8+ then has the same effect as Rd3 in the position
with RxR after all, forfeiting his queen to as illustrated. The move likewise would block
avoid mate. the queen’s route to the mating square; the
knight would have protection, so it could not
There is another lesson to take away from this simply be taken by the queen; and the queen
position involving the execution of back rank again would have no way to jump to a safe
mates . When your queen is one of the offen- square from which it still can protect h3. In-
sive pieces involved, don’t forget multiple deed, it would work even better because it
routes it may have to the enemy’s back would entail sacrificing only a knight rather
rank—here not only Qc8 but Qe8. Once you than a rook. Of course the nice feature of Rd3
see that both of those are potential mating is that it gains a tempo as White has to fret
squares, the power of planting a piece be- about saving his queen; moving a hypotheti-
tween e8 and the square's defender becomes cal knight from c5 to d3 would leave White
more apparent.
with more options. It’s just that in this posi- Not that you should give up. When you see a
tion he doesn’t have any good ones. key point in the enemy camp (like g2)
guarded along a long, open line (like the
This is a common setting for the interference second rank), think hard about ways to inter-
motif: you threaten to mate by dropping a rupt the protection. Black has another piece
queen with protection onto the rank in front of besides the rook with which he can experi-
your opponent’s king (usually the second ment: his bishop. Consider Bc2. It again
rank, but here the third); but your opponent he creates an immediate threat of mate on g2, so
has a queen on his second rank guarding the White has to do something about it:
square you need. Your job is to obstruct the
line running between his queen and the mat- (a) If White plays RxB, Black mates on the
ing square. Let’s look at a few more examples spot with Rxe1. Now we see the importance
and variations. of noticing both of Black’s mate threats.

(b) NxB won’t help, as it leaves the White


queen’s path to g2 blocked; Black mates im-
mediately with Qxg2.

(c) White’s best reply is QxB; then if Black


plays QxQ, White has NxQ and the mate
threat is over. But in reply to White’s QxB
Black still has a different reply that is deci-
sive: RxN+. (Consider every check you can
give in these circumstances.) White is forced
to play RxR to stop the threat on his back
Dg935: Black to move rank. This leaves White's queen loose (his
rook was overworked, protecting both the
Dg935: Again you see Black poised to mate, queen and e1), so Black is free to play QxQ.
this time with his queen and knight aimed at Now Black still threatens mate with Qxg2, so
g2. But there also is another mate threat to White’s only move is Rg1, protecting the g2
notice for Black: RxN, prevented by White’s square but smothering his king. Black has
rook. The immediate thought of the interfe- more than an advantage; he has a forced mate.
rence move Re2 is inadequate here for a (After White’s Rg1, it goes 1. …f4-f3; 2.
couple of reasons. The first, of course, is that g2xf3, Nxf3; and now White has nothing to
g2 is guarded not only by White’s queen but do but throw useless checks at Black’s king
by his knight on e1. But even if the White while waiting for Black to finally play
knight were out of the picture, Re2 wouldn’t Qxh2#.)
work because of the terrible threat White has
at the other end of the board. When an enemy
knight is deep in your territory, fear of getting
forked should be ever present in your mind; Dg936: Your knight is threatened by the pawn
here the knight at c6 is one move from fork- on e5, but don’t retreat without inspecting
ing Black’s king and queen. Black's rook cur- your offensive options. First point to see:
rently prevents this by guarding e7, but if that White’s queen and rook aimed at h6, and pre-
rook were to be captured, the fork would be vented from mating there only by the Black
effective. So if Black plays 1. …Re2, play queen on b6. Second thing: White can put an
proceeds 2. QxR, BxQ; 3. Ne7+, Kf7; 4. interfering piece on the sixth rank with pro-
NxQ, KxN (or NxN). White has extinguished tection by playing Ne6.
the mate threat, won back his queen, and won
the exchange to boot.
(a) He can take Black's bishop with his knight
or bishop; this still leaves the second rank
blocked, enabling Black to mate with Qxf2
next move.

(b) White can play 1. Kg2. Then it goes 1.


…Qxf2+, 2. Kh3, Qf1+; 3. Kh2, QxN+; 4.
Kh3, Qh1#. Black’s queen and bishops are
too much for White’s king to outrun.

(c) White can take the bishop with his queen,


Dg936: White to move reestablishing its protection of f2. Now Black
plays RxQ and White dares not recapture, as
If Black plays BxN or f7xN, then of course the guardian of f2 is off the board (so BxR
the rank remains blocked and White mates leads to Qxf2#). White is better off replying
right away on h6. If Black plays QxN, he los- to RxQ with Rf4, which blocks Black’s mat-
es his queen to f5xQ—and then has to spend ing attack for the moment.
yet another move replacing the protection of
h6 that the queen had provided; so he plays 5.4.04.
Rg6, and now loses his d7 bishop to the same Interference as Part of a Double Threat.
pawn that just took his queen. It’s an ugly
result, but the best Black can do.

Dg938: White to move


Dg937: Black to move Dg938: Things look desperate for White: his
rook is pinned, and if he plays RxQ, Black
Dg937: Start with the convergence of Black’s mates with Rxe1. Then of course there is
queen and bishop on f2—the makings of White’s battery of queen and rook on the f-
mate, except that White’s queen on c2 guards file, nearly ready to mate with QxR—but pre-
the square. Black has no good way to get rid vented by Black’s queen at the other end of
of White’s queen, but on inspection of the line the board. A line of protection so attenuated
connecting it to f2 he hits on another idea: calls for interference; can White get a piece
drop a piece onto the second rank and ob- between Black’s queen and rook? He can,
struct the White queen’s path. Black can do with Ne2 or Ne4. Either move threatens mate
this with his rook or bishop, either of which with QxR, since the rook on e8 suddenly is
can go to e2 with protection from the other. loose; RxQ also is threatened, since Black’s
Re2 is no good because is allows White to reciprocal line of protection running in the
extinguish the mate threat with QxQ and then other direction—toward e1—is cut off as
to win material rather than lose it. Be2+ is well. Assume White plays Ne4 and consider
crucially different because it gives check and Black’s reply options:
so keeps tight control over the initiative;
White has a few ways to reply, none of them
appealing:
(a) If he plays RxN, then of course White your attacker from just taking it and renewing
mates immediately with Qf8. the threat. In this case Black’s Re1+ is rebut-
ted with Bf1; and Black can’t then just play
(b) If Black plays QxN, White’s rook is un- RxB+ because White’s bishop is guarded by
pinned; he mates with 1. Qf8+, RxQ; 2. its queen.
RxR#.
So Black has two threats against White—a
(c) Best for Black is QxR+, leading to QxQ threatened capture and a mate threat—that are
and the loss of his queen for a rook. It is re- prevented by White pieces guarding the rele-
markable what White achieves with a simple vant squares. Looking for ways to incapaci-
move of his knight to the middle of the board. tate either defender and you are led to Bd3—
which at least for the moment blocks the
But what about Ne2 for White instead of paths of both of them. White can’t afford to
Ne4? It seems to accomplish many of the let his bishop be cut off from f1, since then
same results: scenarios (a) and (b) above play Black plays Re1+ and White has no way to
out the same way. But not scenario (c); for stop him from mating (White’s Qf1 is met
after 1. Ne2, QxRf1+; 2. QxQ, Black has with RxQ#). But if White does play BxB, his
NxN and his knight is protected against recap- own bishop cuts off the protection of his rook
ture by his rook. White ends up trading a rook on d6. Black takes it next move, winning the
and a knight for a queen—perhaps a good exchange.
deal, but of course a failure in view of the
decisive gains White can achieve with Ne4. The order in which the two initial ideas are
The point is that Ne2, unlike Ne4, puts seen is not so critical. Your investigation of
White’s knight where it can be taken by either threat by itself should lead to Bd3.
Black’s. When you imagine White’s possible recap-
tures (BxB or RxB) you see that the result in
either case is to sever a line, and you look to
see what the blockage would make possible.

Dg939: Black to move

Dg939: Your attention might be caught by


either of two things, both of which must be Dg940: White to move
seen one way or another. (a) The first is simp-
ly that Black’s queen attacks White’s rook on Dg940: Again you want to see all of White’s
d6, which is guarded only by its fellow rook threats and not stop with the first you see; for
on d2. (b) The second is that Black has a bat- the ideas taken together are more powerful
tery of queen and rook bearing down on e1, than any of them individually. First the
almost ready to perform a back rank mate. queens are faced off against each other; and
When you imagine a move like Re1+, a first Black’s queen is pinned but protected by its
thought should be to look for anything your rook, whereas White’s queen has no protec-
opponent can interpose on the back rank be- tion at all. Second, there is the hint of a back
tween your attacker and his king—and then rank mate: Black’s king is stuck there; since
whether it would have protection to prevent White’s rook seals off f7, Qb8 almost
mates—but not quite. Black has two pieces— ing in for the kill; this forks Black’s king and
his queen and rook—coordinated on c8; so rook), Kh6; 4. QxR, Kh7 (Black has no pieces
White’s Qb8 is met with the interposition left); 5. Qe4+, Kh6; 6. Bf8 (pinning the g7
Rc8. Finally, with White’s rook aimed at f8 pawn), d4-d3 (nothing Black can do with his
and his dark-squared bishop still on the board, king makes it any safer); 5. Rf6+, Kg5; 6.
White has the beginnings of a classic bishop Qf4#.
and rook mate; if his bishop were aimed at f8,
Rf8 would mate. 5.4.05.
Removing the Guard: Strategic Implications.
What to do with all this? Size up the impedi-
ments to each of these ideas and see if they With our study of removing the guard now
somehow overlap. Your goal is not to make completed, we can step back and consider a
all of them work, of course; it is to put enough few larger points by way of summary and
threats into motion to require Black to make strategic instruction.
sacrifices to stop them. For White to play
QxQ, he would need to get rid of the protec- We have seen that part of the tactical recon-
tion Black rook’s supplies to its queen. For naissance in any position includes a look at
White to mate on the back rank, he would any enemy pieces you have the power to cap-
need to stop either the rook or queen from ture. If they're guarded by pieces, pick one of
guarding c8. For White to play the bishop and the guards and ask whether it can be captured,
rook mate, he would need to get his bishop or whether it is overworked, or whether it
onto the a3-f8 diagonal. Any of these ideas— fruitfully can be threatened, or whether you
and certainly any two of them seen together— might interpose something between it and its
should cause you to toy with 1. Bd6. See the protectorate. And of course the same goes for
conundrum it creates for Black: guards of squares you want to occupy—e.g.,
mating squares or forking squares.
(a) If he replies with QxQ, White mates with
Rf8. These techniques produce strategic lessons as
well: ideas about how to play on moves when
(b) If he plays 1. …RxB, he no longer has two you have no tactical strikes to make and just
pieces coordinated on the same back rank want to improve your position. How can you
square, so his interpositions there become make it more likely that you will be able to
useless and White mates with 2. Qb8+, Qc8; win material on later moves? Think of the
3. QxQ+, Rd8; QxR#. (If Black were able to construction of your position on the board as
reply to Bd6 with QxB it would work better a matter of architecture. Pawns are sturdy
for him, since then his queen would guard b8 building blocks good at supporting more val-
directly; but Black can’t play this because his uable pieces. Part of what you mean to do
queen is pinned.) when you move your pawns around, and es-
pecially when you establish a pawn in the
(c) Black could reply to 1. Bd6 with 1. center, is create safe homes for your pieces on
...NxB; but this interrupts the protection that the squares those pawns protect—and deny
Black's queen had been receiving from his such resting places to your opponent by keep-
knight, so now White has QxQ+ and mates ing the attractive central squares under attack.
promptly. A piece guarded by a pawn tends to be secure;
if your opponent take the pawn, this usually
(d) Black's best bet is to let go of his queen means a sacrifice on his part. He can’t threat-
and play 1. …h7-h5, creating a flight en the pawn because pawns generally are
square—“luft”—for his king. When White fearless, and he can’t interpose anything be-
plays 2. QxQ+, Black thus has 2. …Kh7. tween a pawn and the piece it guards. It's
Now White has won Black’s queen—and still possible for a pawn to be overworked (we
has a forced mate. One way it can go is this: have seen it), but it doesn’t happen all that
3. QxN+ (think in checks when you are clos-
often. A pawn only can protect two squares at be vulnerable to some method of removal?
a time anyway. Sometimes, of course, you have no choice but
to protect one piece with another. The point is
Protecting your pieces with other pieces is a just to understand the vulnerability it creates.
different and more dangerous matter. A bi-
shop that guards a fellow piece, for example, There is another strategic lesson to bear in
is vulnerable to all sorts of trouble: it may get mind as well: the value of playing with
captured by an enemy knight or bishop—an threats. Any move should at least improve
even trade that has the side effect of leaving your position on the board; still preferable,
loose whatever your bishop was supposed to however, is a move that improves your posi-
protect. Or it may find itself needed to protect tion with a threat. Threats allow you to keep
another piece or a sensitive square as well, the initiative. Your opponent responds to what
and thus become overworked. Or something you are doing rather than the other way
may get interposed between the bishop and its around. They also create opportunities. When
charge. Or the bishop may be forced to flee you have a lot of threats in place, synergies
by a threat from a pawn. can develop between them: you end up with
an attack against one enemy piece that is sup-
These points mean that if your opponent posed to guard another you also attack. Or
guards one of his pieces with another piece, you end up with attacks against two pieces
you should think about ways to take advan- guarded by the same third piece, which is
tage. They also mean you should think before overworked. Naturally it's possible to get car-
you rely on one of your own pieces to protect ried away; you don't want to make pointless
another. This can come up when one of your threats for their own sake. And a threat can be
pieces is threatened and you have to decide counterproductive, especially when it is a
whether to move it or protect it; before you check that accomplishes nothing except to
guard it with a piece, ask whether your oppo- push the king into a less confined position.
nent will have a way to remove the guard. It (Always consider any checks you can deliver,
also comes up when you are tempted to move but do not give checks without purpose.) The
a piece into enemy territory, perhaps to grab a strategic point, rather, is to work with threats
pawn or make some other offer of aggression. as you carry out your plans; all else equal, in
If you are emboldened to make such a move other words, a move that develops one of your
because the piece on its new square will have pieces with a threat usually is better than a
protection from another piece closer to home, move that develops a piece without one.
think again: are you sure the protection won't
Chapter 6.
Mating Patterns
The Back Rank Mate.

6.1.01. e-file like White does here, the immediate


Introduction. Simple Cases. thought is a back rank mate.

Checkmate can be delivered in countless


ways, but if your opponent has castled the
most common mating patterns fall into two
broad categories. The first pattern, which we
cover in this chapter, is the back rank mate.
The general idea is to put a queen or rook
onto your opponent's back rank and thus
checkmate his king because its movement off
the rank is blocked (usually by his own
pawns). The “back ranker” is a common way
for chess games to end, and we have seen it in
passing many times in other chapters. (In the Dg941: White to move
next chapter we will look at other mating pat-
terns that involve attacking from above or Against White’s three heavy pieces trained on
along an angle.) e8 Black has two; he is outnumbered, so
White wins with no trouble. 1. Qe8+, RxQ; 2.
Back rank patterns generally are contests be- RxR+, RxR; 3. RxR#.
tween two sources of power: your ability to
drop heavy pieces (i.e., a queen or rook) onto
your opponent’s back rank from above, and
his ability to fend them off—most often with
heavy pieces of his own sitting on the back
rank, but perhaps also with a bishop or knight
or queen that may protect the sensitive
squares from farther up the board. This means
that you often need more than one piece
aimed at the back rank to make the pattern
work: a first piece to sacrifice there that will
force your opponent to use up his defenses,
Dg942: White to move
then a second or third piece to follow up with
mate. The most common instrument for deli-
vering such a mate thus is a battery of two Dg942: More simple stuff. A battery can
heavy pieces on the same open file, with the work in a similar way when the mating square
has protection from above rather than from
forward piece either protected by the one in
the side. Here White again has two pieces
the rear or sacrificed to clear the way for it by
trained on e8, and Black’s king is stuck be-
removing a guard. Another typical pattern has
a rook and queen coordinated against the hind its pawns. The e8 square is protected
same back rank square from different direc- once, by the knight on f6; a piece that sits on
tions. But there are innumerable variations, as the mating square, like Black’s rook here, is
we shall see. not contributing at all to its defense. So it’s
two against one, and again White wins. 1.
QxR+, NxQ; 2. RxN#.
Dg941: Begin with the simple study on the
left. When the king is trapped behind its
pawns and you have a mighty battery on the
As an aside, ask yourself this: if Black blund-
ers by starting with RxR, does it matter
whether White replies with RxR or QxR? It
might seem unimportant since the piece used
is not in immediate jeopardy and either way
White still has a guard trained on f1. But in
fact it matters very much. The key to seeing
why, as often is true with tactics, is to consid-
er any checks in the picture—here, any
checks that will be available to your oppo-
nent. After 1. …RxR; 2. RxR, Black has 2.
Dg943: White to move …Rb1+. 3. Rf1 is no defense for White; he
gets mated right away with RxR. Instead
Dg943: You can rain the offensive pressure White blocks the check with 3. Be1, where
down from different angles. This time White his queen guards the bishop. But now Black
has a battery of two rooks but also a queen has 3. …Qe2, adding pressure to the e1 bi-
aimed at the key square from b4. The pressure shop that is saving White’s game and also
against f8 is three against two (again the rook threatening Qf1#. White cannot avoid a ma-
on f8 is irrelevant), so White just pounds terial calamity.
away at the square until there is nothing left.
He can start with his queen or one of his Even without following out these complica-
rooks; it doesn’t matter. The sequence might tions, the preference for 2. QxR rather than
run 1. RxR+, RxR; 2. RxR+, QxR; 3. QxQ#. RxR can be explained on general principle.
RxR weakens White’s back rank, removing
the only defender from it and thus creating a
nasty vulnerability so long as White’s king is
blocked in by his pawns. Put that together
with the check Black is waiting to give on the
b-file and you have plenty of reason to worry
about 2. RxR. (Now you can see what a
"weak" back rank means: it generally refers to
situations where a king is stuck behind its
pawns and has no rook or queen on the rank
able to defend against pieces that land there.)

Dg944: Black to move

Dg944: Now combine the ideas we have been


examining in this chapter, and this time from
Black's side: work with coordinated attacks
from two angles, and use them against protec-
tion supplied to the mating square from
above. Black has two pieces aimed at f1, and
White has one piece guarding the square—but
the guard is on f3 and thus is in the way of
White’s rook. It’s not a problem so long as
Black starts with QxR+. This forces White to Dg945: White to move
reply RxQ and then permits Black to finish
with RxR#. But of course if Black starts with Dg945: The trapped Black king and the White
RxR the idea fails, because after the reply battery on the e-file suggest a back rank mate,
RxR the f1 square is attacked once and still but e8 is guarded twice; so White uses a piece
defended once. Move order matters. from outside the battery to take out one of the
guards: 1. RxR+, RxR; 2. Qe8+, RxQ; 3. and winning it (Black plays QxR; White plays
RxR#. It’s a simple combination of the back RxQ+).
rank mating pattern with a removal of the
guard. 6.1.02.
Dealing with Interpositions.

One obstacle to a back rank mate, as we have


seen, is that your opponent may have pieces
of his own guarding the square you want to
use. Here is a different problem to consider:
he may be able to interpose a piece on the
back rank, sticking it between your attacker
and his king. Sometimes such interpositions
will derail your plans; sometimes they won’t.
You have to play through them in your
mind’s eye to see whether they can be over-
Dg946: White to move come.

Dg946: Here the initial idea is easy enough to


see but its consequences are a bit more com-
plicated. Black’s king is trapped behind its
pawns and White has a battery of rooks di-
rected at d8, clues that should get you looking
for a back rank mate. Black guards d8 twice,
with both of his rooks, so pounding away at
that square doesn’t work by itself. But White
has another resource he can use to remove
one of Black’s guards: 1. QxR. Now White
threatens to mate with 2. QxRe8. If Black
replies to QxRa8 by recapturing RxQ, then of Dg947: White to move
course White has 2. Re8+, RxR; 3. RxR#.
Black can avoid this fate, but only at great Dg947: In this first diagram, White can't
cost: mate. Since Black’s king stuck in the corner
White naturally considers 1. Rd8+. The d8
(a) If Black replies to QxR by advancing his square is unguarded, but there is another
h-pawn to give his king breathing room, problem: Black can throw a rook onto e8 and
White has QxR and now has taken both Black block the White rook’s path. Since the one
rooks. A brutal attack then follows as White Black rook would have protection from the
closes in on Black's king with his queen and other, White would not be able to get past it;
both of his rooks. White has an eventual 2. RxR+, RxR and White merely has traded
forced mate. rooks when he already was losing.

(b) Black can instead reply to White’s initial Dg948: Here is another study in failure. The
QxR by playing Kf8, permitting his king to elements of a back rank mate seem to be in
protect his rook. But White already has won place: Black’s king is trapped behind its pawn
the other rook, and now he can press a power- cover, Black has no defenders on the back
ful attack by playing Rd8, creating another rank, and White has a battery of queen and
mate threat (RxR#). Black plays f7-f5, open- rook on the e-file. Yet the attack comes up
ing a line of protection from his queen to his short because after White plays Qe8+ Black
rook; but now White can perform the ex- can interpose his queen at c8. Since Black’s
change RxR+, QxR—and then White brings queen is then protected by his king, White has
his other rook to d8, pinning Black’s queen no way to penetrate the position.
Dg948: White to move Dg950: White to move

The sequence still is fine for White; it suc- He can play his queen to d8, but White takes
cessfully eliminates the pressure on his king it with either of his rooks; then Black can put
(specifically the threat of Qa4#). It just his bishop on e8, but again White takes it and
doesn’t produce mate. mates. So Black’s interpositions are useless
and the sequence works.

Dg949: White to move


Dg951: White to move
Dg949: Black’s king is trapped and his back
rank is weak (no defenders reside on it), so Dg951: White has a simple back rank mate
White can go for mate with a single heavy with Qe8. Just for the sake of analysis,
piece: Rc8+. All Black can do is throw pieces though, would Ra8 work as well? The a8
into the path of White’s rook, but this time the square is unguarded, but consider Black’s
rook just eats them up. It goes 1. Rc8+, Bd8; interpositions. If he drops his knight onto d8,
2. RxB+, Re8; 3. RxR#. Black had only use- the rook’s path to Black’s king is blocked—
less interpositions. and if White plays RxN, Black has QxR. In-
stead of RxN White could then try Qe8, but
Dg950: This time Black has moved one of the this loses his queen: when Black moved his
pawns in front of his king, but White compen- knight he unmasked a line from his bishop to
sates with an attack by his bishop on h7. e8, so the square no longer is available. Thus
Black’s king thus remains trapped on its back Ra8 doesn’t work. Notice that the order of
rank, and again there are no heavy pieces on operations can be crucial. If Black replies to
the rank to defend it. An empty back rank Ra8+ by interposing his queen rather than a
invites thoughts of mate even without a bat- knight on e8, he loses; White drops his queen
tery, as we just saw; a single rook may do the to e8, Black replies QxQ, and then White has
job. White can’t play Rd8+ because the RxQ#.
square is protected by Black’s queen, but
what about playing the other rook to a8? Now Dg952: White sees that QxR+ doesn’t mate
Black’s only defenses are interpositions, so because Black’s knight protects his rook. But
walk through them.
since this capture would remove Black’s rook the seventh rank. This brings us to the current
from the back rank and also distract Black’s batch of studies.
knight away from the defense of e8, White
wonders if the sequence might enable him to
then mate with Re8. Actually it doesn't; for
after White plays 2. Re8+, Black can inter-
pose his bishop on f8: again the knight’s
move unmasked a route for his bishop to use
to support the back rank’s defense. Since the
bishop would be guarded by its king, there is
nothing White would be able to do to get past
it. This position illustrates the importance of
considering how all of your opponent’s pieces
(and all of your own) bear on a sector before
you start an attacking sequence there. Dg953: White to move

Dg953: A common way to fend off the threat


of a back rank mate is to advance the h-pawn
one square as Black has in this first frame,
giving the king a flight square. Here Black’s
advance also serves to threaten the knight on
g5. But it's too late for such threats to be ef-
fective; the White knight seals off h7 just as a
Black pawn would, so White can disregard
the danger to his knight and work with checks
that keep Black busy elsewhere. He has two
resources usable against the back rank—his
Dg952: White to move rook and queen—and can start with either of
them. It might go 1. Qb8+, QxQ; 2. RxQ+,
Surprisingly enough, by the way, QxR+ nev- Re8 (a useless interposition); 3. RxR#.
ertheless is White’s best move. Notice that his
queen and rook are both under attack. After 1.
QxR+, NxQ; 2. Re8+, Bf8; 3. RxN, White has
a rook against Black’s minor pieces and re-
tains a fighting chance. Any alternative move
by White here leaves him worse off than that.
(For example if White plays 1. Qd1, allowing
BxR and recapturing QxB, he is left with a
queen against two knights and a rook: grim
prospects.)

6.1.03.
Sealing Off the King's Flight Squares. Dg954: White to move

The typical clue to the back rank mate is that Dg954: Black has opened up h7, but once
your opponent has castled and has not moved more White closes it down with his d3 bishop.
the pawns in front of his king. But that is not Again White looks for ways to take advantage
the only way a king can get trapped on the of the king’s trapped position and sees that he
back rank, as we have seen; you want to be has a rook and queen at the ready. Black’s
alert as well to other ways its flight squares bishop guards c8 against occupation by
may be sealed off, especially by attacks your White’s queen and also blocks the path of
pieces may launch against empty squares on White’s rook to e8, but when you see these
two functions the bishop serves you realize it
is stretched too thin. White thus distracts the rook: the bishop could be moved to f3. Play-
bishop away by beginning with the queen: 1. ing that move straightaway wouldn’t work
QxR+, BxQ; 2. Re8#. It's an example of how because it wouldn’t force anything; usually
a guard of the back rank can be overworked, a for a sequence like this to be effective every
theme we will study in more detail later. It move has to be a check that holds the initia-
also is an example of the usefulness of direct- tive.
ing a bishop against h7 when the square is
open in the way we see here. Among other
things such an attack may lay groundwork for
a back rank mate.

Dg956: Black to move

But that can be arranged by first drawing


White’s king onto h1. Thus Black begins 1.
Dg955: White to move …Qh1+, forcing KxQ; now 2. …Bf3+ gets
the bishop into the right position with another
Dg955: White has a number of offensive check that forces the king back to g1. This
ideas here that become fatal only when com- leaves d1 vacant for Black’s rook, which ar-
bined. The first involves his knight’s attack rives there and mates. It’s all very useful for
on g7, which traps the Black king on the Black, not only because it delivers checkmate
eighth rank; as a result White almost can mate but because it saves him from being mated
with Rd8, but Black’s rook on f8 stands in the himself via Qxg7.
way. The second idea involves White’s
queen. It can’t reach the back rank, but White
can do better by playing QxN+ (examine
every check), forcing RxQ to prevent Qg7#.
Now White can play Rd8+, and Black’s inter-
positions with his queen and rook both are
useless. The threats posed by White's queen
and rook here are pretty obvious, but the
knight on f5 is equally indispensable. When
one of your pieces seals off a flight square for
the enemy king as White’s knight does here, it
is important to take notice and experiment
with back rank mating ideas. Dg957: Black to move

Dg956: First see the elements of the mating Dg957: This position doesn't contain the clues
idea: Black’s queen cuts off the empty g2 we usually associate with a back rank mate.
square, so White’s king is stuck on the back You only would be likely to see the idea for
rank; but Black’s rook can’t get there because Black by examining any checks he can give.
his own bishop is in the way on d1. Yet the His checks with his queen all lose the piece,
bishop has the power to play the same role but then there is f4-f3+: the pawn can't be
that the queen currently does, and that sug- taken, so it forces White to move his king. If
gests a way to vacate it to make room for the he moves it forward, his rook is left un-
guarded and Black has QxR; indeed, one way
to see the idea here is to start by observing the squares on the seventh can be mighty power-
possible capture QxR, to notice that the king ful.
prevents it from working, and so to think right
away about checks to drive the king away. In 6.1.04.
fact Kg3 turns out to be White's best option, Drawing Defenders Forward.
for if he instead moves the king back to g1 he
ends up mated. Do you see why? Once When the enemy king’s position is well-
Black’s pawn is on f3 it seals off both g2 and fortified a sacrifice may be needed to loosen it
e2; the king is trapped on the back rank. So up. Perhaps the most common sort of fortifi-
Black plays QxR+, suffers the recapture KxQ, cation is a rook next to the king with cover in
and now mates with Rd1. The general lesson front of it, typically as a result of castling. A
is to see how an advanced pawn can cut off a classic way to remove such a rook is by sacri-
king’s escape just as its own pawns would. ficing a heavy piece on the square in front of
it, pulling the rook up off the back rank. There
are various ways to then finish the sequence.
The first, which we consider now, involves
then throwing two coordinated rooks at the
enemy king’s position.

Dg958: White to move

Dg958: Again Black’s king seems to have


breathing room, so a back rank mate doesn’t
come to mind right away; but that freedom of
movement can disappear in a hurry. Notice Dg959: White to move
that if White plays Qc6 his queen cuts off the
king's flight squares to the left and right (b7 Dg959: In this first example Black’s king
and d7) just as the pawn did in the previous seems well-protected; his rook on d8 protects
study. This should cause you to look for the back rank. But White has a battery di-
heavy pieces that would be able to descend to rected down the d-file, suggesting that the d8
the eighth rank, and thus find the threat of rook might be drawn forward and out of posi-
Ra8#. To avoid that outcome Black has to tion. First comes a sacrifice on the square in
play QxQ—but now White recaptures using front of it: 1. QxB+, RxQ (to prevent White
his d5 pawn, which ends up on c6 and again from playing QxR#). Now 2. Re8+ forces
seals off b7 and d7. This time Black’s only Black's rook back to d8—and now it is pinned
way of avoiding Ra8# is to move his king to to its king with rooks aimed at it from two
b8 where it can defend a8 itself. But then directions. White mates by playing RxR with
White plays his other rook from f1 to a1, giv- either of his rooks.
ing the rook on a7 some backup. He will mate
next move no matter what Black does. Dg960: See how the current idea works here.
White’s king looks secure; it is protected by
Again, the lesson is to notice how advanced its rook. If Black drops a rook or queen onto
pieces and pawns can abruptly trap the king the first rank, White can either capture it with
on the back rank and allow it to be mated his rook or leave his rook where it is and per-
there. A piece on the sixth rank that seals off haps create a flight square by moving his h-
pawn forward. But Black can change all this
with a sacrifice on the square in front of
White’s rook: Qxf2+. This threatens QxR#
with cover from the rook on f8, so White has
to play Rxf2. Now White’s back rank is bereft
of defenders. True, White can return his rook
there, and he indeed must do so in reply to
Black’s next move: Ra1+; but once White
replies Rf1, he is in the same position Black
suffered in the previous frame.

Dg962: White to move

Dg962: You see the concentration of three


heavy White pieces aimed at f7; the question
is how to take advantage of it. Not with Rxf7:
Black then has QxRf1+, which loses his
queen to QxQ but then allows him RxR at the
other end of the board—and he has won two
rooks for his queen. The general idea was
right: try to bait Black's castled rook forward.
Dg960: But the beauty of a queen sacrifice for the
purpose is that it gives check, keeping the
Here Black has two rooks with clean lines to position under tight control. Thus 1. Qxf7+,
the square next to White’s king, with one able RxQ; and now 2. Rc8+. White mates with one
to provide protection for the other; so Black rook or the other (after Black tries useless
plays RxR with either rook and mates. interpositions with his c6 bishop and then
with Rf1).

Dg961: Black to move


Dg963: White to move
Dg961: Notice that while White’s position is
slightly different here—his king is tucked into Dg963: Now a variation on the current logic.
the corner—Black’s resources are arranged Exchanging on d7 in front of Black’s back
the same way as in the last position: he has a rank rook doesn’t work, but White looks for
queen and rook trained on the square in front any checks he can give and finds one: QxN. If
of White’s rook, and another rook (this time Black recaptures with his d7 rook, the result-
on the b-file) ready to drop to the back rank ing pattern should look familiar from the last
once the file is cleared. So play proceeds the few studies. White then plays RxRd8+, forc-
same way: Black starts with Qxg2+; White is ing Black’s other rook to interpose at c8; and
required to play RxQ; Black plays Rb1+, now White mates by playing RxR with either
forcing White’s rook to interpose back on g1; of his rooks. Notice that Black does no better
and then Black mates with RxR. by replying to the original 1. QxN+ by mov-
ing his king to a8, because then White mates
with 2. QxRd8+, RxQ; 3. RxR#.

6.1.05.
The Role of the Bi- Pinning Defenders.
shop I

Our studies so far in this chapter mostly have


neglected the bishop, making the back rank
mate seem mostly a pattern executed with
heavy pieces. But the bishop can fill several
large supporting roles. The first is a variation Dg965: Black to move
on the pattern just considered: once an enemy
rook is drawn forward from the back rank Dg965: The classic execution of the current
with a sacrifice, it may become pinned on its idea starts with a queen and bishop both
new square by one of your bishops and thus aimed at the pawn on f7 or (against White)
make a back rank mate possible. f2—the edge of the castled king’s pawn cov-
er. Black has the formation here just as White
The pattern can arise naturally after the ene- did in the previous position; the difference is
my castles because his rook then will be right just that Black's queen comes in from the side
next to his king; this means that if the rook instead of attacking down the f-file. The result
steps forward one square to recapture it will is the same: Black starts with Qxf2+, forcing
be aligned diagonally with the king and prey the reply RxQ to prevent immediate mate—
to a pin. It’s best of all if the bishop that will but now White’s rook is pinned and his back
impose the pin already is in place, since then rank is open for Black's Rd1#.
you can follow up with a back rank attack
without any loss of time.

Dg966: White to move

Dg964: White to move Dg966: We have seen that the queen can
make its sacrifice on f7 or a comparable
Dg964: In the example White has a bishop on square by swooping in horizontally or verti-
the diagonal running toward the Black king’s cally. Here it follows a diagonal path. White’s
position on g8; the bishop already pins the battery of queen and bishop alone here would
pawn on f7. White’s standard sacrifice on the not be enough to mate; the important thing to
square in front of Black’s rook—Qxf7+— see is the combination of those pieces with
forces the rook to step forward with RxQ and the rook on the open a-file. Qxf7+ forces
so to pin itself to its king (if Black instead RxQ, and now again the rook is pinned. Ra8+
moves his king, then of course White mates mates after Black makes useless interpositions
with QxR). Now the rook is immobilized and (that nevertheless are good to notice) with his
Black’s back rank is defenseless against queen and bishop.
White’s Re8#.
6.1.06.
The Role of the Bi- Preventing
shop II a Recapture.

As long as we're considering contributions the


bishop can make to a back rank mate, let’s
look at another role it can play: it can defend
a piece delivering mate against capture by the
enemy king.

Dg967: White to move

Dg967: White has the familiar powerful coor-


dination of his pieces—a queen and bishop
trained on the key square at the corner of the
king’s pawn cover: c7. Here as before, this
isn't enough to mate by itself. But there is
more: a rook on the f-file. So the queen and
bishop can be used to extract and then pin the
queen that guards Black’s back rank: 1.
Qxc7+, QxQ and now 2. Rf8# follows. Dg969: White to move

Dg969: If you just counted up White’s heavy


pieces in the diagram and imagined them try-
ing to mate, you would come up short. He has
an impressive-looking battery of two rooks
and a queen on the f-file, but Black has two
defenders of his own on the back rank; and
Black’s king is standing next to the mating
square (f8) and so appears able to defend it-
self by taking the last White attacker to land
there. But not really, because the White bi-
shop on c5, while not a threat to do anything
Dg968: White to move on the back rank itself, can protect the last
White piece to land on f8 and so provide the
Dg968: This position looks like the usual se- finishing touch to a mate. It goes 1. Qf8+,
tup for a back rank mate, starting with a sacri- RxQ; 2. RxR+, QxR; 3. RxQ#—because the
fice to draw the Black defender of the rank king can’t recapture. Looking back at the
forward. White has a queen and bishop both original position, you can see that White had a
aimed at g7, and a rook available to follow decisive four-to-three advantage against
up; so the natural idea is 1. Qxg7+, QxQ, and Black in their contest over f8.
now the rook mates with Rf8. What’s wrong
with this idea? Never forget to consider poss- Dg970: When you consider an attacking se-
ible interpositions, even when the attacking quence, you want to see all the pieces that you
pieces are as snugly arranged against the king and your opponent have bearing on it, includ-
as we find here. Black can reply to Rf8+ with ing pieces aimed in the right direction with or
Bg8, and now White will be losing a piece for without obstructions in their way. Here that
a pawn. means seeing not only the obvious back rank
mating idea for White but also the Black bi-
shop on c5 and the White bishop on a3. The
Black bishop tells you that while the battery
of rooks on the e-file looks formidable, it isn’t the bishop all the way over on a6—a study in
quite enough to mate by itself: while Black how pieces that seem disconnected may have
only protects the e8 square once, he has an tightly interrelated interests.
interposition with Bf8. Yet White’s bishop on
a3 makes the idea work after all, since it per- The possibility of a back rank mate easily can
mits his rook to capture on f8 with impunity. create connecting possibilities of these sorts,
because its workings can be dramatically af-
fected by the comings and goings of pieces
from different points along the rank and in
different directions. A more specific lesson of
the case is that a bishop aimed next to the
enemy king should not be underestimated. It
may not be able to attack anything there by
itself, but it can provide cover for a heavy
piece on the square that may arrive in any of
several ways.

Dg970: White to move

Thus 1. Re8+, NxR; 2. RxN+, Bf8; 3. RxB#:


the White bishop serves to prevent a recapture
by Black’s king. As you look at the original
position here, notice the way White’s bishop
attacks f8 through the Black bishop that
stands in its way. This is known as an “x-ray.”

Dg972: Black to move

Dg972: Both queens are under attack; RxQ


doesn’t work for Black, as it is met with NxQ
(and then the knight guards e1). But mean-
while the convergence of Black’s queen and
bishop on g2 obviously suggests an attack on
that square with Qg2+, but then White has
QxQ. Don’t give up with that observation,
however; notice what pattern it leaves behind
Dg971: White to move and think from there. Suddenly (a) White’s
king is stuck on the back rank and (b) Black’s
Dg971: White is considering Rxh5. Would rook at e8 has an unobstructed path to e1.
Black be able to recapture with his queen, or Play it through: Re1+ has to be met with Qf1;
would he be scared off by the thought that and now Black mates with RxQ, with his bi-
White then has QxQ? The point to notice shop on h3 providing cover for the rook that
about QxQ for White is that it removes his delivers the mate. From the outset of this po-
queen from his first rank, where his king is sition the bishop’s ability to support an attack
stuck; and meanwhile Black has a rook on an on g2 is obvious; less obvious, but important,
open file that can drop to the back rank with is its ability to support mate with a heavy
Rc1. Look for White’s reply to that move and piece on f1.
you see Rf1, interposing his rook; but then
notice as well Black’s bishop on a6, which
then permits Black to play RxR#. So the ini-
tial idea Rxh5 is made unsafe for White by
6.1.07. same idea a moment ago); or you might just
The Role of the Bi- Driving Back the consider any checks you would be able to
shop III King. give with the king on its new square.

We have seen two useful roles a bishop can


play in creating a back rank mate: it can pin a
defender of the back rank after it has been
pulled forward with a sacrifice, and it can
provide cover for a heavy piece that lands
next to the enemy king so that the king can't
capture it. Now consider still another use. A
bishop can attack an enemy king and thus
drive the king further back behind its pawn
cover where it it can’t reach a heavy piece
that lands on the back rank.
Dg974: White to move

Either way you find Bc5+, which drives the


king back to its original square g8—but now
with White’s queen and Black’s rook both off
the board. White mates with Re8.

Dg973: Black to move

Dg973: The position to the left may not look


like the stuff back rank mates are made of, but
watch how that changes if Black moves his
bishop to d4. The move forces White’s king
back to h1, leaving the f1 square unguarded; Dg975: White to move
the movement of the bishop also leaves the
Black rook with an open line to f1—so Rf1 is Dg975: You see the battery on the d-file al-
checkmate. And of course you also could most ready to mate with Qd8 then Rd8, but
have seen this by noting the kernel of a dis- not quite because Black’s king guards d8
covery for Black on the f-file and asking what along with his rook. When you see this pat-
the pieces involved can do to White’s king. tern—the enemy king at the edge of its pawn
cover, and so able to defend the mating square
Dg974: In this variation White has power on you need—consider whether the king can be
the e-file but a challenge in trying to get at driven back behind its pawn cover with a
Black’s king. Examining every check, even check along the diagonal. A first thought for
those that involve large sacrifices, brings White might be to use the queen with a move
Qxf7+ and QxR+ into view. Qxf7+ leaves like Qd7; this would work if d7 weren’t
White without a decisive follow-up move that guarded by Black’s queen, but it is. Still, con-
holds the initiative. But ask how the board sider all the resources you can use to achieve
would look after 1. QxR+, KxQ. You might your goals. Or consider every check. Either
notice the classic pattern of a king at the edge way you find 1. Bh3+, requiring Black to play
of its pawn cover and the kernel of a bishop- Kb8. Now comes 2. Qd8+, RxQ; 3. RxR#.
and-rook discovery for White (we saw the
check can occur midway during a sequence
rather than at the start. Thus White follows 1.
Re8+, Rf8 with Bd5+, which requires Black
to play Kh8: notice that when Black inter-
posed his rook he also walked it into a pin of
its own so that it can’t interpose. Now White
has RxR#.

Dg976: Black to move

Dg976: Now the current idea from Black's


side. White’s king is at the edge of its pawn
cover with Black’s power aimed down the f-
file. If the king could be pushed back into the
corner Black would have two attackers aimed
at f1 against just one defender (the rook on
e1). The classic way to give the king such a Dg978: White to move
push is with diagonal pressure, and Black has
two pieces available for that purpose: a queen Dg978: Now the same idea in a setting with
and a bishop. He needs them both, because some more complexity. In the previous frame
White has a bishop on b2 poised for counte- the open board and the alignment of White’s
rattack—and indeed ready to take Black’s pieces on the e-file plainly suggested a com-
queen immediately. Thus Black starts with bination against Black’s king; here the mak-
Qd4+. White must either move his king to h1 ings of mate are a little less obvious but the
or play BxQ, so he goes the latter route; but mechanics are similar. White sees that
now Black has BxB+, and Kh1 is White’s Black’s back rank is a bit weak. There is a
only remaining option. The rest is routine. rook on f8, but again no other Black piece is
Black plays Rf1+, forcing RxR; then RxR in a position to defend d8—and White has a
mates. rook aimed there. White thus starts by elimi-
nating Black’s rook and smoking out Black’s
king with 1. QxR+, requiring KxQ. Now
White pushes the king back under its pawn
cover with 2. Bc5+. Notice that this time the
other bishop—on b5—does crucial work that
was performed in the previous position by the
rook on e1: it prevents Black’s king from es-
caping onto e8. If Black plays Kg8, White
mates with 3. Rd8.

Why “if” Black plays Kg8? Because this time


Black has another option: in reply to Bc5+ he
Dg977: White to move can interpose his queen at d6. You might
think White could respond by simply renew-
Dg977: White plays with his checks and sees ing the check with BxQ+, and he can. Notice
that 1. Re8+ calls for Black to interpose with the power of the move: it wins back the
Rf8, with his king then guarding against RxR. queen, leaving White up a rook; more to the
When you see an enemy king doing defensive point, it’s a pretty bishop fork of Black’s oth-
work like this on its back rank, you know that er rook and his king on its new square. So
a check may force it to abandon its defensive White sees that he is going to win two rooks
role and move back toward the corner. The
and is ready to go forward. For all that, 6.1.08.
though, BxQ+ isn't White’s best move, for Applying Pressure Up Close.
once his bishop has captured on d6 it blocks
the rook’s path to d8. Now after the Black The same technique we have been studying
king retreats to g8 (this time it’s forced), can work well up close: your bishop or queen
White has no mate. He can move his bishop makes a capture on f7 or an equivalent square
back to c5 to clear the d-file, but since that in front of the king. Since your capturing
isn’t a check it gives Black time to play Nd7, piece has protection the king must retreat,
again blocking the rook’s path and doing it leaving it unable to defend itself and resulting
with protection. Nor can White then take the in mate.
knight with his light-squared bishop. The bi-
shop became pinned when Black moved his
knight.

So the even more decisive reply to Black’s


Qd6 is 3. RxQ, pictured in the next frame....

Dg980: White to move

Dg980: In this first example the queens are


faced off against each other. White is at risk
of QxQ, but in the meantime he pins Black’s
queen and safely can take advantage of the
Dg979: Black to move situation by playing the check Bxf7. This has
the same effect as the bishop moves examined
Dg979: Play has gone 1. QxR, KxQ; 2. Bc5+, a moment ago: it forces the king back to h8.
Qd6; and then 3. RxQ. This last move isn't a The difference is just that instead of moving
check, but with careful play it still gives to the king’s diagonal the bishop already
White a forced mate: 3. …Ke7 (the king tries starts there, and uses its move to take out the
to escape from the threatened Rd8#); 4. Rh1- pawn that had obstructed its path. For this to
d1 (bringing in reinforcements and threaten- work the bishop needs protection against
ing mate next move with the discovered check KxB; here the protection is of course supplied
Rf6), Nd5 (interposing to block the rook now by White’s queen. After Black moves his
on d1, and thus preserve e7 as a flight king, his queen and the mating square on
square); 5. Rd7+—and now Black is about to which it sits are loose. White plays QxQ#.
get mated, though in ways that may be visual-
ly unexpected. If he moves his king to e6, for
example, White mates with c4xN: a pawn
administers the fatal blow. If Black instead Dg981: The current principle can be used by
moves his king to e8, White plays Rb7, dis- the queen without a bishop. Here White sees
covering check by the bishop on b5; then if the coordination of his queen and rook against
Black interposes with Bd7, White mates with f7, and so experiments with attacks by his
RxRb8. Or Black can move his king to d8, in queen: the check 1. Qxf7 forces Kh8, since
which case White mates most efficiently with the queen has protection; and now that
Be7. Yes, it gets intricate. But in the initial Black’s king has been forced into the corner it
position you might well go forward simply no longer will be able to defend itself.
upon observing the two rooks won by 3. BxQ.
Dg981: White to move Dg983: Black to move

The resulting position has two heavy White Dg983: Let's stretch out the current logic a
pieces trained on the mating square f8 and bit. You should see Black’s rook ready to
just one Black piece—his rook—available for move to e1, and consideration of the check
defense. Thus 2. Qf8+, RxQ; 3. RxR#. Qd4 also should be automatic: it’s safe, and it
forces White to move his king to h1; any
check with those properties cries out for care-
ful study. (If White instead interposes with
Rf2, he walks his rook into a pin; now Black
mates with Re1.) With White’s king pushed
into the corner, the remaining question is how
to take advantage of his weakened back rank.
Re1 doesn’t work because White’s rook still
is on f1. And Black also has no safe way to
move his queen to the first rank. The solution
is Qf2, where Black plants his queen on the
penultimate rank and puts White to a bad
Dg982: Black to move choice: if he plays RxQ, Black mates with
Re1 followed by RxR (after White moves his
Dg982: Now combine the principles we have rook back down to f1). Yet otherwise Black
been studying with one from earlier: the use threatens QxR#.
of a pawn to seal off the king’s flight squares
and trap it on the back rank. Here Black’s Since Black's Qf2 isn't a check, White does
pawn on g3 attacks f2 and h2, so White’s king have a way to avoid mate by generating coun-
is stuck just as it would be if its pawn cover terplay at the other end of the board: Qxf7+.
still were in place. Black has a battery of Now if Black plays KxQ, White has RxQ+,
heavy pieces on the e-file, making e1 a poten- with the check gaining him the safety of a
tial mating square. White currently defends tempo. So Black doesn't play KxQ. He plays
the square twice, but one of the defenders is QxQ, and now White dares not recapture RxQ
his king. We know that when a king defends because then he once again gets mated by
itself against a back rank mate it sometimes Black’s Re1. White instead has to let go of his
can be pushed away and made defenseless. A queen and play Rg1, which saves the game
queen can do this especially well from up for the very immediate future but at cata-
close, because it has the power to first apply strophic cost. Playing this one through in your
bishop-like diagonal pressure and then add a mind’s eye a few times is a useful exercise.
rook-like vertical attack. Black thus begins
with Qe2+, forcing White to move his king to Dg984: As we have seen, it should be second
g1. Now e1 has just one defender, so Black nature to look at a check like 1. Qc4+ (or
exhausts it in standard fashion: first comes Qb3+), as it loses nothing and forces the king
Qxe1+, to which White replies RxQ; and now to move—and to retreat into the corner, which
Black mates with RxR.
has the predictable consequence of making a for starters, which Black guards with his
back rank mate more plausible. Black still has knight and king. Experimenting with his
his two rooks against one of White’s, but here checks leads White to 1. Rxg7+. Black would
as in the last position moving the queen to the have to respond by moving his king to h8 or
penultimate rank changes the picture dramati- by capturing White’s rook with his knight.
cally. So...

(a) If Black plays Kh8, White has a mating


pattern of a sort that is standard with two
heavy pieces on the seventh rank: 2. Rxh7+,
Kg8; 3. Qf7#. Notice how the queen and rook
protect each other while providing overpo-
wering pressure against the king.

(b) If Black instead replies to 1. Rxg7+ with


NxR, now what? White then would have 2.
Qf7+, where the queen draws protection from
the rook on f1 and therefore pushes the king
Dg984: White to move into the corner in the same way we saw in the
previous position. After Black’s Kh8, White
White plays 2. Qf7 and now notice that he has two attackers trained on f8 against one
threatens mate a couple of different ways. If defender (Black’s rook). Now 3. Qf8+, RxQ;
Black plays RxQ, then White has 3. RxRe8+ RxR#.
and mates with RxR after Black drops his
rook back to f8 (the mirror image of the pre- The important point to see from the outset of
vious problem). It might seem safer for Black the position is that if White can get his queen
simply to sit tight, but then White mates on onto f7 it can force the king to h8 and then
the seventh rank with Qxg7. So Black might drop to the back rank to participate in a mat-
try the final recourse Rg8. The technique ing attack there—a useful idea to have in
doesn’t work this time, however, as White mind anytime you have a rook and queen both
plays 3. RxRe8 and now threatens QxRg8#. If aimed at f7 or a comparable square.
Black plays RxRe8, White has QxR#.

Dg986: White to move


Dg985: White to move
Dg986: You see that White has two heavy
Dg985: White has two resources: a battery on pieces aimed at d8 but that the square is de-
the f-file and a battery on the seventh rank. fended twice as well. Since one of the defend-
The mating square for the vertical formation ers is the king, think about forcing it back
would be f8, which Black guards with his under its pawn cover where it can’t defend d8.
rook, knight, and king; the mating square for The natural way to do this would be with a
the horizontal formation would be g7, at least diagonal attack like 1. Bh3+. But here that
move fails because Black can interpose pawns It’s another study in the variety of ways a
on the g and f files. Yet you still should notice king can be driven into a corner so that it can't
that White has two pieces—that same bishop participate in its own defense.
and also a knight—trained on a square adja-
cent to Black’s king: b7. So the check 1.
Bxb7+ has to be considered, as any check
would be, and you see that it forces Black to
play Kb8. That move changes things, of
course, as d8 now is guarded just once. White
mates with the usual two-against-one sacri-
fice: 2. Qd8+, RxQ; RxR#. The lesson is to
see that there is more than one way to drive a
king back from a mating square it is trying to
protect. A check of any sort may do it.

Dg988: White to move

Dg988: The question this time is whether


White can mate. He has the telltale combina-
tion of a rook and queen aimed at f7, suggest-
ing a mating sequence that would start with
Qxf7+. If Black plays his king to h8, White
mates immediately with Qxg7 (a queen and
rook on the seventh rank are fearsome). So
Black is unlikely to do that, and will instead
play RxQ. Carefully assess what comes next.
Dg987: White to move White has two rooks on the d-file, so Rd8+
suggests itself. Black can reply either with the
Dg987: Here is another illustration of a by- capture RxR or with the interposition Rf8:
now familiar point. Black’s king looks secure
if you focus only on White’s queen and rook; (a) If Black plays RxR, White follows up im-
if White plays 1. QxQ+, Black replies KxQ mediately with RxR+, getting mileage out of
and then his king defends e8. But if you are his doubled rooks. Now Black would be
attentive to all of your resources you see the forced to interpose with Rf8. This might look
knight powerfully placed on g4 and able to secure, but when you see that the f8 rook
give check on h6 or f6. The f6 square is would be defended just by its king you should
guarded by Black’s knight, but h6 is more think about ways to drive the king back, as
vulnerable. 1. Nh6+ would require Black to with Bc4+. This forces Kh8, and now RxR is
either move his king to h8 or to play g7xN. checkmate.
Consider both:
(b) If Black instead replies to Rd8+ by inter-
(a) If Black plays Kh8, his king has been dri- posing with Rf8 right away, however, the
ven back from f8 and the queen that sits on analysis is crucially different. Black still has
that square; so now White mates with QxQ. two rooks on the back rank and White has no
effective way to use his two rooks against
(b) If Black instead plays g7xN, this opens his them. He still can use his bishop to push
pawn cover and invites consideration of a Black’s king to h8, but then RxRf8 is met by
check on the newly available file: Rg3+. This Black with RxRf8. So the mate fails, and the
forces Kh8, as Black’s queen is pinned. Now initial move Qxf7+ should not be played.
again White mates with QxQ.
The important moral is to be careful in think-
ing through each of your opponent’s possible
replies. If any of them work you mustn’t go the end of the sequence against pieces that
forward in hopes that he will make a mistake. have been left loose there.
Assume he will play his best move. Keeping
all the possible replies straight can be tricky, d. Sometimes you will have no threat against
of course, but when your moves are checks it the back rank but you can make one, perhaps
is less difficult. Just be thorough then in ask- by moving your queen to an open file that
ing whether he has a capture, or an interposi- leads there. Of course this gives your oppo-
tion, or must move his king—for those are his nent a move he can spend defusing the threat.
only three options in reply. But the time he spends doing this gives you a
move to use capturing something else. In oth-
6.1.09. er words, a back rank mate can be just another
Combining Back with Forks. mating threat at one end of a fork—usually a
Rank Themes queen fork.

In our earlier studies of various tactical


themes we often saw them combined with
back rank mates: queen forks or discovered
attacks, for example, in which a loose piece
and a mating square on the back rank were the
two targets threatened at once. But it still will
help round out our consideration of back rank
mates to reconsider those ways that the con-
cepts studied here can be put together with the
concepts we have examined elsewhere.

Some general points: think of back rank pat- Dg989: White to move
terns not just as ways to mate but as ways to
threaten mate that can be combined with oth- Dg989: In the example White has an aggres-
er threats to create double attacks. The clues sively placed knight, and a look at its moves
to look for are a king stuck behind its pawns turns up a fork of Black’s king and queen
or otherwise trapped, an absence or shortage with 1. Nf7. The fork seems to fail because f7
of defenders on the back rank, and a piece is protected by Black’s rook, but then you
you can aim there—perhaps as part of a bat- play through Black’s capture RxN and see
tery with a piece already so aimed. When that it removes the rook from the back rank,
these indications are present, there are a few leaving Black’s king bereft of defenders there.
ways they can contribute to forks even if the So analyze the follow-up—and be careful.
mating idea itself fails: The move of White’s knight will have opened
the e-file for the natural Re8+. It would be
a. A piece tied down to guard duty on the easy to imagine that Black now plays Rf8, a
back rank may be unable to guard other useless interposition that gives White RxR#
squares within its reach—squares from which (or that Black plays Bf8 with the same result).
you can launch forks. Not quite, however, for f8 will be guarded
both by Black’s bishop and by the rook then
b. If there is an enemy piece preventing the on f7.
back rank mate from succeeding, it might
itself make a good target for one end of a All this need not dissuade you; it only should
fork, just as a loose or pinned piece would. cause you to build backwards and start by
taking out Black’s bishop with 1. QxB, c7xQ.
c. If the mating idea fails because your pieces Now comes the knight fork Nf7+, where
get taken when they reach the back rank, it Black must forfeit his queen or play RxN and
sometimes may be possible to inflict a fork at be mated a move later. Assuming he lets go of
the queen, White nets a piece with the se-
quence (the bishop he took at the outset)— several of its squares. White thus contem-
and of course this is better than just winning plates 1. Qd8+; and if Black replies QxQ,
the exchange with 1. Nf7+, RxN; 2. BxR. then RxQ#. But one must consider all of an
opponent’s possible responses, and here
At bottom this is an example of motif (a) de- Black has a better one with the interposition
scribed above. The rook on f8 turns out to be 1. ...Qf8. Does this spoil White’s plan? No,
overworked; its responsibilities on the back because he remains mindful not just of mate
rank prevent it from guarding f7, which but of other tactical goals, such as the creation
serves as a forking square for White. of forks. Thus White can go ahead with 2.
QxQ+, KxQ and then play 3. Rd8+—a fork of
Black’s king and loose bishop that leaves
White with a piece to show for the sequence.

Dg990: Black to move

Dg990: Look at how Black’s rook attacks f1


and would mate there except for the protec- Dg991: White to move
tion provided to the square by White’s queen.
When a queen single-handedly guards against Consider this an example of motif (c) de-
mate it can become a vulnerable target in its scribed at the start of this section: the back
own right. Targets in turn call for investiga- rank mate fails, but it forces Black to arrange
tion of forks and other tactical strikes to try to his pieces for a rook fork on the back rank
win them. In this case Black can pressure both that wins material for White.
the queen and the rook on g5 with Qd2. From
there he threatens QxQ#, and if White plays
QxQ his defender of the first rank is gone and
Black mates with Rf1. White can avoid the
mate by playing Qg1—but then he loses the
rook to QxR. The position amounts to a sim-
ple queen fork of a loose piece and a key de-
fender of the back rank, but to see it you have
to be aware of both ideas.

This is an example of the second pattern—


(b)—mentioned in the previous frame.
White's queen is committed to the first rank to Dg992: White to move
prevent mate there; the piece therefore is im-
mobile and becomes a good target for a fork. Dg992: Now the same position just consi-
Black just needs to find a loose piece to go dered—but a couple of moves earlier so you
with it, which leads him to the rook on g5. can see how it developed. There are two clues
here, neither of them obvious but both visible
Dg991: White has a battery on the d-file and with careful tracking. The first is the ex-
Black’s back rank is pretty weak; he has no change of minor pieces White can initiate
defenders there, though his queen protects with 1. NxB, RxN. Anytime you can perform
an exchange like this you want to consider its your bishop moves you have two heavy piec-
consequences; in this case it would leave a es aimed at c8 and the square is guarded just
loose rook where the Black bishop now once, by the Black bishop on b7. Since this is
stands. A loose piece is an important target, a mate threat your bishop will have a free
so naturally you look for ways to attack it and move, and you therefore look for a Black
create trouble elsewhere at the same time—as piece on a dark square that the bishop can
with 2. Qd2, which both goes after the rook attack. The knight on h4 is loose and thus
and creates a battery on the d-file and so makes a perfect target.
threatens 3. Qd8+, QxQ; 4. RxQ#. It's a clas-
sic case of the last pattern—(d)—in the
scheme set out a few frames ago: White com-
bines a threat against a loose piece with a
threat against Black's back rank.

After seeing this much it might be tempting to


conclude that the idea works, but that's still
premature; for ask whether Black has any way
to address both threats in the fork. This is
especially important when his queen is avail-
able for defense, as it has the versatility to
defuse widely separated threats at the same Dg993: White to move
time. In this case Black can play his queen to
e7, where it guards the rook on b4 and also White plays 1. Bg3; if Black doesn’t move the
defends against the back rank threat by pre- knight, White takes it next move. If Black
paring to interpose at f7. And now we arrive does move his knight, White mates with 2.
at the position in the previous frame. White Qc8+, BxQ; 3. Rc8#.
turns from motif (d) to motif (c), finishing
with a rook fork. The threat of a back rank
mate drives everything in the sequence,
though the mate never actually occurs.

Taken together, these last two positions are a


good example of the style of thought you
want to cultivate: looking constantly for
double threats and for exchanges that loosen
pieces to make the double threats work; and
then looking beyond the first double threat to
the next one, including other loose pieces,
mating ideas, and so forth. These longer posi- Dg994: Black to move
tions are worth going over until the logic of
them flows quickly. Dg994: Spotting the idea for Black here
should be easy. You just have to recognize
6.1.10. that the knight on d6 is not so much “in the
Combining Back with Discoveries. way” of the d8 rook as masking it and creat-
Rank Themes ing the kernel of a discovery. White’s back
rank is weak, as d1 has no defenders; the
queen on f2 looks ready to help, but then you
Dg993: We turn to intersections between the
see that it’s pinned. So if the d6 knight moves,
back rank mating theme and the discovered
Black threatens RxR#. This means that Black
attack. In this first case your eye should be
has something close to a discovered check
drawn to the battery of queen and rook on the
and that his knight has a more or less free
open c-file; then you see a bishop on c7 and
move. He plays Ne4 and then takes the queen
realize you have the kernel of a discovery. If
after White fends off the mate threat. Notice
that this “fending off” has to be done careful- check somehow, and since it is given with a
ly: knight there is no way to interpose; all that’s
left is e2xN, forfeiting the queen to QxQ.
(a) QxQ is not one of White’s options; RxR
then mates for Black, since his knight now This position can be understood as calling for
seals off f2 as a flight square for White’s a straightforward discovered attack against a
king. loose queen; but of course you have to see the
back rank mating possibility to grasp why
(b) If White moves his h2 pawn to h3 to White can’t put out the fire easily with QxN.
create a flight square, Black has QxQ+ fol-
lowed by Qg3+ and then RxR#, with the
queen sealing the White king onto the back
rank.

(c) If White plays RxR, Black has QxQ+, then


Qe1# after White’s king moves to h1.

(d) What White can do in reply to Ne4 is


move his queen to d4. Black does not then
capture it; since it is pinned he attacks it with
a pawn, e6-e5. Then White can play f3xN,
and Black answers e5xQ—winning a queen Dg996: White to move
for a knight.
Dg996: There are several tactical clues on the
board for White: the battery of rooks on the e-
file; the kernel of a discovery created by the
queen on c4 and the knight in front of it on
d5; and the knight fork White can execute
with Nc7. The key is to see how these ideas
relate to one another. Imagine the forking
move Nc7 and you notice that it also unleash-
es the discovered threat Qxf7#. Black can
avoid this by playing QxQ, and that would
quash White’s idea if all he then had was
NxR, carrying out the fork. But still linking
Dg995: Black to move the various patterns on the board together,
notice that Nc7 also forks the e8 square
Dg995: You can start by spotting the battery against which White exerts pressure with his
for Black, this time on the c-file; and once rooks. Thus if Black replies to 1. Nc7 with
more you see a knight on the same file—an QxQ, White then has 2. Re8+, RxR; 3. RxR#
opportunity, not an impediment. True, White as the knight guards the rook.
has a queen on c2 that would block the path
of your heavy pieces to the back rank. But This position combines three themes: the back
you play with the discovery anyway and see rank mate, the knight fork, and the discovered
that the knight can give check with Nd3. This attack. The crucial point to see is that White
invites Black to play QxN—but then the has two rooks lined up against a mating
queen no longer blocks the file, and Black square, e8, and that Black guards the square
mates on c1 because he has two heavy pieces twice. By adding another attacker against the
aimed the square against one Black defender square (his knight), White creates a mating
of it (the rook on a1). If White instead moves threat on e8—while unmasking still another
his king to d1 he gets mated even more quick- mate threat in Qxf7#. The latter possibility is
ly with QxQ+. Yet White must address the
what prevents Black from saving the day with ensure that the position it leaves behind is
NxN. safe. The good news after QxN is that Black
threatens mate with Qe1, so White has no
A theme to take away from these positions: a time to take the rook that has been left loose
weak back rank can make a fine target for on e6; rather, he has to evacuate his queen, as
either of the pieces in a discovered attack. The it is now hanging. But notice that since White
attackers can land on the back rank directly; is not himself in check, he has the liberty to
they also can create useful, distracting threats give checks of his own—and with a loose
by adding pressure against a contested square rook lying around you have to make sure
on the back rank, thus threatening mate. White’s checks won’t amount to anything.
Let’s see: 1. …Qxe4; 2. Qh8+, Kd7; 3. Qg7+,
6.1.11. Kc8; 4. Qf8+, Kb7; 5. Qe7+, Kb6—and now
Combining Back with Pins. Black’s king is safe. White has at last made it
Rank Themes possible for himself to play QxR, but it’s no
help because it’s not a check and thus gives
Black time to mate on the spot with Qe1. So
QxN works here for Black. Realize, though,
that all this is a little delicate. If Black plays
4. …Kc7 instead of Kb7, he blunders away
the game: now White’s 5. QxR+ is a check
that leaves Black no time for Qe1. Black does
have the consolation of recapturing with KxQ,
but since his rook is off the board White now
is free to play d3xQ. All the pieces are gone.

Dg997: Black to move

Dg997: And now some intersections between


our back rank patterns and the pin. Here
Black can play RxQ, but White’s reply NxR+
is a nasty fork that wins the exchange when
the smoke clears. So back off and assess the
board. Your thinking about a position always
should include attention to the enemy king’s
position and any vulnerabilities in it. Here
that means seeing that White’s king is trapped Dg998: White to move
on h1 and ready to be mated if you can drop a
heavy piece onto the back rank. You can't do Dg998: An inspection of your checks and
that yet because your queen and rook are on their aftermath turns up 1. RxN+, KxR. The
the d-file, which White blocks with a pro- important point to see about the king’s new
tected pawn on d3. But don’t stop there; no- position is that it is trapped on the back rank
tice that this means the d3 pawn is pinned, by the White pawn on b6. And Black’s back
since if it moves off of the d-file Black has rank is bereft of defenders. This means White
Qd1+ and then White only can offer the use- probably mates if he can get a heavy piece
less interposition Qf1 (resulting in QxQ# for onto the back rank—which in turn means that
Black). The natural way to exploit a pinned Black’s f6 pawn is pinned, since if it moves
pawn is by taking something it protects, so off the f-file White has Rf8+ and then mates
Black plays QxN. after Black tries useless interpositions with
his queen and rook. The natural way to take
Or does he? Before plunging forward with a advantage of a pinned pawn is by capturing
move like QxN, one must take due care to something it protects, which White does with
QxR+—and now Black cannot avoid some prise to the pinned rook and also to the d4
version of the mate just described. The net of pawn—and in a position to mate on the back
this is that White wins a piece, since if Black rank. All this Black does with Rc5, threaten-
sees all this coming he will reply to the initial ing Rc1#. Think about White’s reply options:
RxN+ by moving his king rather than recap-
turing with it. (a) He can’t interpose anything, so focus on
captures or ways he might make his king sa-
The key idea in this position is that if Black’s fer.
king moves to b8, his pawn on f6 suddenly is
pinned to his back rank. This is hard to see at (b) He can't capture the rook with with d4xR;
first because it seems strange to think of a this permits Qd1#; since as we know the d-
pawn being pinned to an empty square. These pawn also is pinned to the back rank.
positions thus present an important general
idea to contemplate: if you can manage to get (c) He can capture the rook with RxR. This
the enemy king trapped on the back rank, no- forfeits the queen to QxQ, but still is his best
tice that this may turn your heavy pieces into bet.
monsters—and pin whatever enemy pawns or
pieces block their path. (d) White’s last option in reply to Rc5 is to
move his g-pawn to g3 to give his king a
flight square. This loses a whole rook, as
Black then plays RxR; if White replies QxR,
Black has QxQ and his queen is the only
piece left on the board (setting aside the
kings, of course).

6.1.12.
Combining Back with Removal
Rank Themes of the Guard.

Dg999: Black to move

Dg999: Black’s situation looks rather despe-


rate: his queen is about to be taken, and if it
moves White is posed to mate with Rxg7 and
a couple of simple follow-up moves. Black
has no checks to give, but it always is worth
looking at any mating threats that might be
available. You should be especially conscious Dg1000: White to move
here of the weakness of White’s back rank:
his king is trapped in the usual way and has Dg1000: Finally, some positions illustrating
no defenders at all. Black thus wonders interactions between back rank patterns and
whether he can get one of his two heavy piec- the removal of the guard. In this first example
es there or at least threaten to do so in a way you see your two rooks on open files and im-
that will win something else. For now the agine each of them penetrating to Black’s
implication is that the d4 pawn is pinned. The back rank. Rd8 would mate with support from
other point to notice is the relative pin that the bishop on a5, except that Black guards the
Black imposes on White’s rook: if the rook mating square with his own bishop on f6. Rh8
moves, White loses his queen. The way to also would mate—again, except for the f6
exploit these ideas is by putting a piece en bishop. That train of thought naturally leads
to the conclusion that Black’s bishop is over- Dg1002: The pawn on h6 seals off g7 and
worked, and that playing both rook moves thus traps Black’s king on the back rank. But
might succeed where neither would alone. a casual look at this position suggests that
Starting with Rd8+ fails because then Black’s Black has himself covered: if White plays
bishop ends up on d8 and blocks the check RxR, Black has QxR; if White plays QxQ,
from your rook on the h-file. But 1. Rh8+ Black has RxQ—and either way the remain-
forces BxR, and then leaves behind a loose ing Black piece prevents mate.
square where Rd8# can be played.

Dg1002: White to move


Dg1001: White to move
The clue to White's solution is that Black’s
Dg1001: Your eye should start at Black’s queen and rook depend on each other. That
back rank since you are close to mating with means both pieces have a limited range of
RxR; only the queen far away on a3 prevents motion, and that White can experiment with
this. So turn to the queen and you ask how putting pieces on squares that either of them
you can take advantage of its limited mobili- are supposed to protect. So he looks for other
ty—whether you can attack it, and whether it mating ideas and thinks again of the pawn on
protects anything else you might attack. You h6. If White could put his queen on g7 he
see the rook on b2 that the queen ostensibly would mate there, so he starts in that direction
protects and so think about ways of going with 1. Qf6. Black can only avoid Qg7# by
after it. 1. Qc1 isn’t the answer because Black playing QxQ, but then White mates anyway
has too many good replies. He can defend the with RxR.
rook with his c-pawn, or better still can simp-
ly play RxR on his back rank.

But notice that 1. Qc3 is an entirely different


matter. Now White’s queen attacks Black’s
queen as well as his rook; if Black plays RxR
on his back rank, White has QxQ. Yet if
Black instead plays QxQ he is mated right
away with RxR. Black does have the option
of Qc5, where the queen moves to safety and
still protects f8—but now White wins a rook
with 2. RxR+, QxR; 3. QxR. (Presumably you
see why starting with 2. QxR is no good.) The Dg1003: Black to move
back rank mate never does come to fruition,
but the pressure created on Black by the threat Dg1003: Black attacks the f1 square twice,
of it causes material losses elsewhere. We see but the square is protected twice as well by
again how even a mate threat that doesn’t White’s queen and rook. The solution? A
quite work can pay dividends. simple threat against one of the guards with
b7-b5. If the queen captures the b-pawn, it
gets taken by the c-pawn; if the queen moves
anywhere else along the diagonal leading to f1, it likewise gets taken; if the queen moves
off of that diagonal, Black mates on f1. Nor queen on g4, so make that queen your focus:
can White's rook be of assistance, since Black look for anything else it protects or any way
mates if the rook moves off the back rank or you can harass it, recognizing that its range of
moves to f1. White's best reply to the pawn motion is limited by its defensive duties. You
thrust probably is h2-h3, forfeiting the queen also want to be aware of any loose pieces on
but at least creating a flight square for his the board, such as White’s rook on c2 here;
king and staving off mate for now. The point: such pieces make good targets for double at-
pieces that prevent mate, including a back tacks, and a largely immobilized queen makes
rank mate, are vulnerable. Try forking them; for another. Black therefore plays 1. Qe4,
try attacking what they protect; try making forking queen and rook. If White plays QxQ,
threats from squares they guard; try threaten- Black mates with RxR (White just has a use-
ing them directly. less interposition).

Are we done? Not quite, because you have to


ask whether White has an answer: a place he
can move his queen where it has protection
and can protect both the mating square d1 and
the forked rook on c2. As it happens, such a
square exists in e2. But if White plays Qe2
Black has 2. ...QxQ, and after White’s recap-
ture RxQ Black plays 3. RxR+ and mates next
move (again White has a useless interposi-
tion). So White’s best reply to Qe4 is to move
his queen to f3 where it continues to guard
Dg1004: Black to move against mate, and thus to forfeit the rook on
c2 to QxR. (If Black instead forces an ex-
Dg1004: With White’s king stuck and the d- change of queens, White recaptures with his
file open, Black naturally would like to mate g-pawn and now his king has a flight square.)
with RxR. The move is prevented by White’s
Other Classic Mating Ideas.
6.2.01. when a pawn in front of the castled king
Introduction. moves, consider it an invitation to place a
bishop so that it runs through the square the
You know it’s good practice to castle: it pawn used to occupy.
brings your rook out from the corner and it
puts your king safely behind a wall of pawns. Then to create the complementary vertical
Unfortunately your opponent knows this too; pressure you need to open a file leading to the
and if he does castle, how are you supposed to enemy king. This means the enemy pawn oc-
get at his king? Every game is different, but cupying the file must be removed so that your
there are two general answers to that ques- rook or queen will have a straight shot toward
tion. One, which we just examined, is to at- the same square or sector that your bishop
tack along the back rank, using the pawns in attacks. There are various ways to do this.
front of the enemy king to your advantage as The important point for now is the overall
they prevent it from escaping your rook or goal: disrupting the pawn cover in front of the
queen. The other general answer is to attack king to allow coordinated attacks against its
from the top and from an angle at the same position.
time.
Many of these mating patterns are beautiful
There is a large family of mating patterns that and have storied pedigrees, being named after
involve this latter principle: establishing two inventors or popularizers who lived long ago.
lines of pressure, one diagonal and one vertic- The explanation of each will start with a ske-
al, from which the castled king cannot escape. letal example showing how it looks with the
One of the lines of pressure typically is ex- non-essential pieces cleared off the board.
erted by a bishop aimed into the king’s cor- The key ideas and squares are identified,
ner; the second, vertical line of pressure is usually from White’s side; thus we might
exerted by a rook or queen along the h-file or speak of the importance of the f7 square, with
g-file. The rook or queen may end up on a the understanding that if you are playing the
square next to the enemy king or may do their Black pieces you use the square comparable
work from a distance. As we shall see, some- to f7 from your side (i.e., f2). Sometimes we
times a knight or a second bishop or even a will avoid this confusion by referring to the
pawn can do the work that normally would be “king’s bishop”—the bishop that starts the
done by one of those other pieces just men- game to the right of your king. If you are
tioned; but the easiest way to get started is playing White, this is your light-squared bi-
just to think in terms of combining diagonal shop; if you are playing Black, it is your dark-
(bishop) and vertical (queen/rook) pressure in squared bishop.
various ways.
One more bit of jargon: we often will speak of
The usual challenge in these mates is to estab- “heavy pieces,” which (in case you have for-
lish those two lines of pressure by tearing gotten) means either a rook or queen. It is
open the enemy king’s pawn cover with a convenient to have a way to refer to those
sacrifice. The castled king usually starts with pieces without distinguishing between them;
a nice row of three pawns in front of it. If one there are many mating functions that can be
of those pawns steps forward even one filled equally by either a queen or rook, and
square, it creates a vulnerability: an open di- which you use will depend on which is avail-
agonal leading into the king’s position. This is able to you.
especially true of the g-pawn and f-pawn, as
in their starting positions they block the di-
agonals leading to h8 and g8 respectively. So
6.2.02. there in one move. The first piece is sacrificed
Anderssen's Mate and Kindred Spirits: to clear the way for the second, which is
Mating on h8. ready to go or arrives shortly, preferably with
check.
The first idea we explore involves putting a
heavy piece (a queen or rook) on h8, where it “Anderssen’s mate” generally refers to one
mates with diagonal protection from the particular type of sacrifice used to open up the
king’s bishop or perhaps from a pawn on g7. h-file for this purpose; it is named after a
The diagram to the left shows in skeletal form famous game of Anderssen's we will see in a
the position you are trying to reach. The rook moment. But you also might as well associate
on h8 could as easily be a queen, but when it Anderssen with this general point to make it
is a rook the division of labor between the easier to remember: if you have a diagonal
attacking pieces is particularly elegant: the attack against h8, you should ask whether you
rook covers the light squares the bishop can’t might mate there with a heavy piece—even if
reach; the bishop covers the dark squares and it takes heavy sacrifices to get it done.
protects the rook. Black is mated.
Okay, so the particular idea of Anders-
sen’s mate is to achieve the result just de-
scribed by:
a) first sacrificing the other bishop—the
king’s bishop—to open the h-file,
b) moving your queen onto the h-file,
where it gives check,
c) and then dropping your queen down to
h8, where it mates.

Here is an example:

Dg1005:

Dg1005: There are three general elements


needed to create this pattern:

a) An enemy king more or less stuck in the


corner because f7 and perhaps f8 are blocked
off as flight squares, usually by the king’s
own pawn and rook as in the diagram. This is
a common state of affairs soon after a player
has castled.
Dg1006: White to move
b) An open line to h8 for your bishop because
Black’s g-pawn has moved forward. Dg1006: White sees that his queen is one
move from the h-file and that he can oblite-
c) An open h-file so that one of your heavy rate the pawn on h7 with his bishop; so he
pieces can be dropped to h8. In practice you plays 1. Bxh7+, KxB; 2. Qh5+, Kg8; 3. Qh8#.
often need to make sacrifices to create these Black’s moves were entirely forced. Notice
open lines; as a result this pattern and those that with Qh5 White seals off g6 as a flight
that follow frequently require that you start square.
with two of your pieces available to attack on
the h-file—maybe two of them lined up on Examine this diagram until you are clear on
the file from the start of the attack, or one the role each White piece is playing: the f6
piece on the h-file and another that can get bishop holds the long diagonal and supports
the mate on h8; the queen is ready to land on to achieve our current mate. In this case the
h8 in two steps; the bishop on e4 goes on a standard sequence we already saw would
kamikaze mission to take out the pawn block- work fine: sacrifice the rook on h7; move the
ing the h-file. The two bishops both trained on queen to the h-file; mate on h8.
the enemy king’s position are a clue that this
pattern may be available.

Dg1008: White to move

Dg1007: White to move But even more efficient is 1. Qxg6+, h7xQ; 2.


Rh8#. This only works when the pawn on f7
Dg1007: The role played by the light-squared is pinned (as it is here) and unable to recap-
bishop in the previous frame also can be filled ture on g6, or when that pawn is gone and f7
by a rook. The point is the same: taking out is blocked off to the king by another enemy
the h7 pawn with a sacrifice that leaves the piece or by pressure from one of yours. The
way open for an attacker on the h-file. The broad point of the example, in any event, is
diagram illustrates the idea. The important just that there may be more than one way to
thing to see is that White’s rook on a1 is open a file.
ready to participate in a mating attack; any
rook or queen that can get to the h-file in one
move is poised to help you mate, no matter
how far away they may appear to be. In this
case play goes 1. Rxh7, KxR (otherwise
White plays Rh8#); 2. Rh1+, Kg8; 3. Rh8#.

Notice that in the positions so far Black’s g-


pawn has been moved forward from its origi-
nal square. That is what makes these check-
mates go: once that pawn moves, White’s
dark-squared bishop has an open path to h8;
these patterns then spring to mind. This signa- Dg1009: White to move
ture should help you spot the idea when it is
available; it also should give you pause before Dg1009: In most of the examples so far, every
moving your g-pawn. move in the mating sequence has been a
check. That usually is the best practice be-
Dg1008: Once you have diagonal pressure cause working with checks limits your oppo-
through g7 to h8, your task is to open the h- nent’s options, but it isn't always necessary if
file—in other words, to get rid of the enemy the king’s position is sufficiently constrained.
pawn that obstructs it. We've seen that one In this frame White has the characteristic at-
way to eliminate the pawn is to capture it. tack against h8 with his bishop, which is pre-
Another is to require it to capture, usually by pared to support mate there by a heavy piece
taking something it protects. Here is an ex- while also sealing off g7 and e7 as flight
ample of how the latter approach can be used squares. So strong is White’s position that he
can force a piece down to h8 even without
checks: 1. Rxh5, g6xR (otherwise White sen’s final position without any sacrifice
mates on h8 next move); 2. Rxh5—and White needed to get there.
again threatens mate next move. Since
Black’s king isn’t in check he has a move he
can use to defend himself, but in this case
Black is powerless to prevent Rh8#; his king
has nowhere to go. In a real position, of
course, he might have interpositions or checks
or other measures of his own he can use to dig
himself out. Or he might not.

Notice, by the way, that the particular se-


quence shown here only works because
White’s bishop is on f6 rather than farther
back on the same diagonal (say, on b2); for if Dg1011: White to move
the bishop were farther back, Black would be
able to move his f7 pawn forward to f6, Dg1011: White obviously has great power on
blocking the long diagonal and giving his the h-file, but he doesn't quite have the di-
king a flight square. (Not to mention the pos- agonal support he needs to mate because
sibility of the king escaping to e7.) As we Black’s bishop on d4 blocks the way. If White
shall see, the risk that an f-pawn will move plays BxB, Black has QxB. Can Black’s bi-
forward in this way is a frequent nuisance shop instead be dragged away from its posi-
when you are trying to build a mating attack tion? It can, with a check sacrifice. White
on the long diagonal. plays Qh8+, requiring the reply BxQ; and
now comes RxBh8#. This is a helpful general
idea: if the path of your bishop to h8 is
blocked only by an enemy bishop on the same
diagonal, it may be possible to eliminate the
bishop with a sacrifice on the mating square.
Even more generally, when you are trying for
a mate that can be executed with a bishop and
rook and you have those pieces available,
your queen may be expendable—and may be
very useful to sacrifice.

Dg1010: White to move

Dg1010: Now some applications and exten-


sions on a full board. Ask what resources you
have available to mate here and see your
queen’s bishop bearing down on the long di-
agonal. This should cause you to think about
ways of coordinating the bishop’s attack with
another along the h-file. The file already is
open, so it’s just a matter of deciding how to
exploit it. White has two pieces he can get Dg1012: Black to move
there in a hurry: his queen and his c3 rook.
You don’t want to use the queen because Dg1012: Right away you (as Black) should
Qh5+ causes Black to capture g6xQ and close notice your two bishops raking White’s king-
the h-file. Instead you play Rh3+, which side position, and your interest especially
forces Kg8; and then comes Rh8# — Anders- should be piqued by the way the light-squared
bishop penetrates all the way to h1. You also
have a rook on h8. The question is how to use tacks the square, Black’s knight defends it.
these resources. (a) You need to open the h- Any other ideas? The open state of the long
file so that you can get pressure going verti- dark diagonal should catch your attention,
cally as well as diagonally. (b) Bxg3 is one even though the path of White’s bishop to h8
natural idea, hoping to draw White’s h-pawn is blocked by his own rook—for perhaps the
over to the g-file as it recaptures and thus al- rook can be evacuated. Meanwhile White
low you to play Rh1#. But White can recap- would need to pair the bishop with an attack
ture with his f-pawn instead, ruining every- down the h-file. He has his queen there al-
thing (for then his queen protects h2). (c) So ready, but since the file is closed he really
try taking out the h-pawn directly with your needs two heavy pieces: one to sacrifice on h7
rook: Rxh2. If White plays KxR, Black has an and another to follow up and drop to h8. Con-
open file and diagonal and is ready to mate. ceivably the rook on e5 could do the job, es-
He needs to get a fresh piece onto the h-file pecially since White needs to move it anyway
and has two ways to do it, both of which are to clear the bishop’s path. So then the next
fine: Qh6+ or Rh8+. White’s king is forced to obstacle is the knight on f5, which obstructs
g1, and now Black mates with a heavy piece the rook’s path to h5. But we know how to
on h1. remove our pieces when they get in our own
way: with a threat, and preferably with check.
It always is important to ask what happens if White thus can start Ne7+. This forces Kh8 or
your opponent declines to accept your sacri- QxN; either way, White has gotten his knight
fices. Here you start with Rxh2, to which out of the way. Next comes the sacrifice
White doesn’t have to reply KxR. True, he is Qxh7+ to open the file, and Black has to reply
threatened with Rh1#, but he has another way KxQ. Now White finishes Black off with
to address this. He can block the diagonal by Rh5+, giving check and uncovering his bi-
interposing a pawn: f2-f3. The pawn is pro- shop’s attack down the long diagonal—and
tected twice, so this does frustrate Black’s doing it safely because the Black pawn on g6
mate threat; but by opening the second rank it now is pinned. Black moves his king to g8
allows Black to play RxQ for nothing. (Black and White mates with his rook on h8.
also ends up with an eventual forced mate; he
has too much unanswered firepower directed Study the train of thought in this position with
at the White king’s position. But it is enough some care. It nicely shows how to work
for now to see the big material gain.) A les- backwards to build a mating sequence. You
son: when you size up a risk that your oppo- start with an idea, then consider methodically
nent will interpose a pawn, carefully examine about how to remove the obstacles to it. Here
the side consequences and especially any the germ of the idea was provided by the
lines that the pawn move will open. movement of Black’s g-pawn and the open
dark diagonal that resulted. From there you
look for ways to attack with two pieces on the
h-file, and the rest is engineering. The pin of
the g6 pawn at the end is easy to overlook if
you haven't seen it before, but now you know
to ask whether the king's movements in this
sort of case might cause a pawn nearby to
become unexpectedly paralyzed.

Dg1014: Now let’s have a look at some fam-


ous positions where spectacular moves were
made to reach the general pattern we are ex-
Dg1013: White to move amining here. We begin with consecutive
positions from the game Blackburne-
Dg1013: White can’t quite mate with his Schwartz (1881). Here White plays 1. Bf6,
queen on g7 because although his knight at- preparing the possibility of mate in two dif-
ferent ways. With his bishop now on the long Black replied to Bf6 with a different move
diagonal he threatens to play Qh6 and then that also seems strong: Nf4+. This forks
mate with the queen a move later on g7 or h8. White's king and the loose bishop on d3, and
He also has the more remote threat of pushing with plenty of protection from the bishop on
his rooks down the h-file in the manner de- d6 and the queen behind it. The move also
scribed a little earlier: 2. Rxh5, g6xR; then 3. adds a reinforcement to the h5 pawn, giving
Rxh5 again with 4. Rh8# coming next. The Black another way to capture on that square if
rooks can’t quite carry this off by themselves, White tries to force his way down the file
because after White’s second rook captures with his two rooks. Finally the knight also
on h5 Black can interpose his knight on g7 blocks the White queen’s path to h6 (and with
and so block the White bishop’s path to h8. protection from the bishop on d6). So what
But then White has another resource: again he would you play next as White? Read on.
can bring in his queen at h6 and mate a move
later.

Dg1015: White to move

Dg1014: White to move Dg1015: We have arrived at this position.


Since Black’s knight has given check and has
All these are just ideas. The point is that with protection it naturally is tempting for White to
Bf6 White gives himself a powerful bishop on reach for the king in search of a safe place to
the long diagonal with three pieces that might move it. But before playing defense, consider
be able to pitch in on the h-file if Black afresh White’s mating resources. He still has
doesn't respond adequately. You should not his two rooks on the h-file; only the knight
assume that even so strong a player as Black- prevents 1. Rxh5, g6xR; 2. Rxh5 and then a
burne, one of the greats of the 19th century, clear path to mate on h8—for notice that with
thought he knew for sure how his opponent the knight moved to f4, Black no longer has
would reply. More likely he saw that he had a anything that can be interposed on g7. Since
threat that improved his position without the Black knight is making trouble in a few
creating any problems, so he played it. different ways, White plays the astonishing 2.
QxN. The move is famous because it gave
Black’s best reply to 1. Bf6 probably is to away the queen for the sake of a forced mate
retreat his own dark-squared bishop to f8. that is not obvious but nevertheless is indis-
This way it attacks h6 and so prevents putable. Black recaptures 2. ...BxQ, and now
White’s queen from landing there; and if there is no stopping White: 3. Rxh5, g6xR; 4.
White tries to blast his way to h8 by repeated- Rxh5, Bh6 (a useless interposition of the bi-
ly capturing with on h5 with his rooks, Black shop from f4); 5. RxB, Qh2+ (more useless-
has the simple Bg7, blocking the path of ness); 6. KxQ and now Black has nothing left
White's bishop to h8 and thus stopping the to throw at the h-file to prevent Rh8# next
mate. Be7 is another plausible move for Black move.
here, directly attacking White’s troublesome
bishop on f6. No other moves Black might make after
White’s QxN fare any better. If he declines
the sacrifice of White’s queen and instead f8. It has protection from the rook on g3; in-
tries Bf8, he is too late; White brings his deed, if it were a bishop White would mate
rooks down the h-file in the familiar way. quickly by withdrawing it and discovering
check. Anyway, the question here, as in the
Blackburne’s sacrifice of his queen was a previous studies, is whether White can get a
shocker and made this game a matter of le- heavy piece onto h8. As resources for the
gend. In addition to its beauty as an illustra- purpose he has his queen on h6 and two rooks
tion of offensive technique, there are defen- on the g-file. Do you see anything else he can
sive lessons you might take from the position use? There also is the bishop on d3, which is
as well. In retrospect you can see why Nf4 for aimed at h7 and can attack the square if the
Black was not a good move after all, even if pawn on f5 steps forward to unmask it.
you found the exact consequences of it hard
to discern. If your opponent is mounting a So White experiments with ideas. He starts 1.
possible mating attack (e.g., driving a bishop Qxh7+, KxQ—a massive sacrifice, but when
through to h8 and arranging heavy pieces on you are trying for mate you don’t care. Now
the h-file), prudence suggests keeping some he imagines 2. Rh3+, and then 2. …Kg8, 3.
pieces where they can protect the squares next Rh8#. That sequence would work fine were it
to your king. Here Black’s knight already was not for Black’s queen on d6, which can inter-
contributing to the defensive effort while on pose on h6 after White plays Rh3+. White
e6; if more defensive help was needed—and it still can force an eventual mate from the re-
was—Black would have done better by add- sulting position, but it gets messy, so Anders-
ing another piece to the protection of those sen did it differently. With his second move
squares, as with one of the bishop moves de- he played the marvelous discovered check f5-
scribed with the previous diagram. The re- f6+—using the bishop to force the king back
moteness of Black’s queen from his king’s to g8, and blocking the Black queen’s path to
position is especially regrettable, as the queen the h-file with his pawn. Let’s look at the re-
makes a superb defender. There was nothing sulting position....
Black could do about this once the trouble
started, but there is a general point to observe:
these mates tend to be hard to carry off
against an opponent whose queen is near his
king.

Dg1017: White to move

Dg1017: White’s goal remains getting a


heavy piece—now it will have to be a rook—
onto h8. Rh3 doesn’t work; before White can
Dg1016: White to move follow up with Rh8, Black has a chance to
play Rxf6 and create a flight square for his
Dg1016: Now a well-known moment from king on f7. The problem is that White is be-
Anderssen-Zukertort (1869). The most impor- hind a tempo. In the positions like this we saw
tant feature of White’s position is his pawn on earlier in skeletal form, the king generally
g7. It can function there a little like a bishop, starts on the h-file; then when White plays a
ready to support mate on h8 and sealing off move like Rh3 he checks Black’s king, the
the Black king’s flight squares there and on king moves to g8, and Rh8# follows. Here
Black’s king is ahead of the game, already on gram to the left, where Black is mated, the
g8 where it can't be checked. What to do? The king can be on g8 or h8 and the mate works
solution is to make a sacrifice to drag the king either way; but notice that if the king is on h8
back to the h-file. Anderssen thus played White does have a problem to worry about:
Bh7+ and Black was forced to reply KxB. Black can interpose a pawn on f6, interrupting
Now we have the needed pattern: White can the White bishop’s path and doing it with
play his rook to h3 with check, Black moves protection from the rook on f8. We will look
his king to g8 with no time to create a flight further at this complication later. For conven-
square by moving his rook, and White finish- ience let us oversimplify and refer to this pat-
es with Rh8#. tern as Morphy’s mate, though that term tech-
nically refers to one particular way of reach-
This is another of the most celebrated combi- ing this position that we will examine in a
nations ever played. It illustrates again the moment.
scale of the imagination and sacrifice that
may be required to achieve mate. It more par-
ticularly is another study in the dogged crea-
tion of the mate on h8 that we associate with
Anderssen. Notice again how in the final po-
sition Black’s queen was taken out of the ac-
tion, leaving Black with no pieces defending
the sensitive squares near the king. (A knight
in the vicinity would have come in handy.)
White’s bishop check toward the end also is a
frequently useful idea: the sacrifice of a piece
to decoy the king out onto a file where it can
then be checked by another piece until it fi- Dg1018
nally is mated.
Dg1018: Notice the relationship between this
Adolf Anderssen, the player of the White pattern and the previous one. The idea there
pieces, was a German chessplayer of the 19th was to use a bishop to attack a square (h8)
century, and was considered for a number of and then also plant a heavy piece on it. Here
years to be the best in the world. He also was the idea is to let the heavy piece do its work
the winner of two other games that are among from a distance. From so far away it still can
the most famous ever played—his “Immortal take care of g8 as a flight square, as shown
Game” against Kieseritzky (1851) and the here. The rook can't attack h7 as it could if it
“Evergreen Game” against Dufresne (1852). were sitting on h8; but in this case Black's
Both contain sparkling combinations and own pawn seals off the square.
mates; if you enjoy playing over old games,
you can find those two in any number of an-
thologies.

6.2.03.
Morphy's Mate.

If you have a bishop bearing down on the


long diagonal leading into the king’s corner,
you may not need to get your queen or rook
onto h8; if the g-file is open (as distinct from
the g-pawn merely being advanced), you can
Dg1019: White to move
use a heavy piece to seal off the file from a
distance, with mate then resulting because the
Dg1019: To use Morphy’s mating pattern a
king is attacked and cannot move. In the dia-
sacrifice often is needed to get the g-file all
the way open—as is the case here. White has a pawn is no help to Black. This raises a gen-
no way to capture the g7 pawn, but we know eral point to think about as you study our cur-
more than one way to clear a bothersome rent mating idea. One of the two pieces you
pawn out of the way: take something it pro- are using will be giving check while the other
tects. Then a rook check on the g-file will seals off the king’s only flight squares. If the
drive the king into the corner and the bishop piece that seals off the flight squares can be
can add the finishing touch. To be more pre- captured or if your opponent can interfere
cise: 1. QxN, requiring g7xQ (otherwise with its path, that isn’t a problem; he has no
White mates with Qxg7); then 2. Rg1+, Kh8; time to do those things because his king is in
3. Bxf6#. The end position is the same as in check by another piece. But if he can do those
the previous diagram, but with White’s bishop things to the piece trying to deliver the fatal
advanced to f6—and since the bishop is right check, it is a problem. If you are careful with
in front of the f7 pawn, there is no danger of your checks and sacrifices you may be able to
Black interposing anything. The sacrifice on avoid the difficulty by dictating the enemy
f6 to open the g-file illustrated here, with king’s position and therefore controlling
mate then delivered roughly as shown, is the which of your pieces is playing which role, as
specific idea known as Morphy’s mate. seen here.

(b) There is another way to finish off Black


after 1. Rxg7+, Kh8. White can take out the
pawn on f7 with the discovered check Rxf7+;
this forces Black to move his king back to g8.
Now White returns his rook to g7, checking
the king again and forcing it again to h8. This
little sequence is a windmill, a theme dis-
cussed in the chapter on rook discoveries. It
has enabled White to reset the position but
without the pawn on f6. Now when White
plays the discovered check Rg6+, Black still
Dg1020: White to move can interpose with Rf6; but this time the in-
terposing piece has no protection, so White
Dg1020: There is another common technique plays Bxf6 and mates. This sequence some-
used to open the g-file and reach the same times is known as Morphy’s concealed mate.
mating pattern: in the diagram to the right, If the names are getting confusing, don’t wor-
White plays 1. Rxg7+. The rook draws pro- ry about them. Worry about the ideas.
tection from the bishop on the long diagonal,
so the king can’t capture it and is forced into These two ways of coping with a threatened
the corner. Now what? It might seem that interposition are worth close examination.
White could mate just by withdrawing his The danger that your opponent will use a
rook, as this discovers check and seals off the pawn to block the path of your bishop is a
g-file. But then Black has the reply mentioned common complication in executing one of
a moment ago: f7-f6. How to prevent this these mates using the long diagonal. The two
interposition? There are two ways, both im- methods just described come in handy; which
portant to grasp. is more helpful will depend on details of your
position.
(a) White can sacrifice the rook to bring the
king back to g8: he plays 2. Rg8++, KxR; 3. Dg1021: You see that Black’s king is ex-
Ra1-g1#. This sequence is known as posed; there is a conspicuous open line—a
Pillsbury’s mate for a game played by Harry diagonal—leading to its position. White al-
Pillsbury that we will look at soon. Since the ready has vertical pressure down the g-file. If
conclusive check is being delivered along the he could add diagonal pressure by playing his
file rather than along the diagonal, interposing queen to f6, he would be able to mate. The
hitch is that Black’s queen guards the mating have protection. Indeed, you see that this po-
square, so fix your attention on ways of mak- sition has Morphy’s mate written all over it.
ing that piece uncomfortable. A standard ma- But do you take the pawn with your rook or
neuver for the purpose is to stick a rook next with your bishop? With the rook, of course,
to it, as with Re8. Black’s queen could move because that’s a check; Bxg7 in this position
to d6 and still guard f6 from there, but once lets Black play f7-f6 and your threat is over.
White’s rook is on e8 it creates other prob- (If Black’s king were on h8, you would take
lems for Black as well: it pins the rook on g8, the pawn with your bishop because that
and thus positions White to mate with Qg7 or would be the check; it would go 1. Bxg7+,
RxRg8. Black therefore can’t afford to just Kg8; 2. Bf6+, Qg5; RxQ#.)
move his queen; he has to take White’s rook.
Yet he gets mated no matter how he does it. If So you play 1. Rxg7+, which forces 1.
1. …QxR, White has Qf6+ and mates next …Kh8. Now you have another issue to con-
move after Black interposes his rook uselessly sider—the one just studied: Black can inter-
on g7. If 1. …RxR, White mates right away pose his f-pawn (with protection) at f6, so if
with Qg7. you merely discover check by withdrawing
your rook you will be foiled. You could try
sacrificing your rook at g8 to drag Black’s
king back there, but it won't work here be-
cause then you have nothing left to put on the
g-file. No, this case calls for the other way of
dealing with an annoying f-pawn: take it with
2. Rxf7+, going into a brief windmill pattern.
Play continues 2. …Kg8; 3. Rg7+, Kh8; and
now you withdraw the rook up the g-file, dis-
covering check and mating. (Black can throw
his queen or rook into the bishop’s path, but
White just takes them and nothing has
Dg1021: White to move changed.)

As this position shows, a queen naturally can


do the same work usually performed by a bi-
shop in this mate. The beauty of using the
queen here is that it also can add other mating
threats of its own (i.e., Qg7).

Dg1023: White to move

Dg1023: White’s b2 bishop is loose and is


attacked by Black’s knight, and meanwhile
Black is ahead on material. As White, what
do you have as the basis for a counteroffen-
Dg1022: White to move sive? That dark-squared bishop is on the long
diagonal, and your rook is on the half-open g-
Dg1022: You have a rook and bishop nicely file (i.e., there are no White pawns in its way).
coordinated against g7. The g7 pawn has got The g7 pawn thus becomes the focus of your
to go; if you capture it Black will not be able attention. Importantly, you also have another
to recapture because your capturing piece will
rook on a1 that can get over to the g-file in tion: 1. Rxg7+, Kxg7; Black can't turn down
one stroke. This makes a sacrifice to clear the the offer of White's rook by moving his king
g7 pawn out of the way plausible, because to h8, because then White has Qh6 and mate a
afterwards you will have a heavy piece ready move later, the guard of h6 having just been
to finish the job. White therefore begins by obliterated. All right; so the king his been
imagining Rxg7+ and sees the beginnings of moved to g7, and its pawn cover has been
Morphy’s mate: Black will have to move his breached. Now remember that you need to
king to h8, and then if White draws his rook arrange diagonal pressure as well as vertical
back up the g-file he will discover check. pressure against the king’s position—and the
only piece you have for the first purpose is
But wait: that’s not quite going to get it done your queen. Work with checks to arrange it. 2.
here for two reasons. The first is that the piece Qg5+, Kh8; 3. Qf6+ works nicely; White’s
doing the checking—the b2 bishop—will get queen is doing the same work normally ac-
captured right away by Black’s knight. Se- complished by the king’s bishop in Morphy’s
condly, Black could interpose on the diagon- mate. Black moves his king back to g8, and
al. The problem isn't f7-f6; if that were the now White mates with 1. Ra1-g1+, Qg3;
only issue, White could deal with it by play- RxQ#.
ing 2. Rxf7 as we recently saw. The problem,
rather, is that Black can interpose with d5-d4 A first lesson of this position is the impor-
(the pawn is protected) or for that matter Ne5. tance of being flexible in working with these
So White thinks about methods for dealing mating patterns. If you have some but not all
with these sorts of difficulties and finds that of the ingredients you ordinarily would re-
after Black’s Kh8 he can play Rg8++— quire, try improvising with substitute pieces
checking the king twice and allowing Black and substitute sources of pressure. If you have
no alternative but KxR. Now White rolls his a way to tear open the pawn cover in front of
other rook to g1 and it’s checkmate. (Black the enemy king, think about all resources you
can interpose his queen at g5, but White just have available to follow up. Whether the re-
takes it with RxQ#.) Since the crucial check is sult counts as an instance of Morphy’s mate is
being given down the g-file, those interposi- neither here nor there. What matters is wheth-
tions on the long diagonal don’t help Black. er it works. A most valuable payoff of know-
ing mating patterns is that they make familiar
various arrangements of pressure against the
enemy king that can be created in any number
of ways.

A second lesson is the special importance of


all this flexibility when your queen is availa-
ble. Bishops and rooks can exert diagonal and
vertical pressure respectively; a queen can do
both, and this position, like another we saw a
few moments ago, shows off its versatility.
First it functions like a rook, putting pressure
Dg1024: White to move down the g-file to drive the king into the cor-
ner; then it turns into a bishop, cornering the
Dg1024: At first this position might seem a king on h8.
curious candidate for one of our mates; where
are White’s bishops? Both are off the board. A final point of the position is the value of
But White does have a queen ready to join a connected rooks. The most intuitive way
mating attack, and he has a rook ready to blast rooks can be connected is by putting them in a
open g7 plus another rook ready to take the battery on the same file. But even when they
first rook’s place on the g-file. These are plen- are set up on the back rank they can be con-
ty of clues to suggest a line of experimenta- nected in the way they are here: there is noth-
ing between them, so one can plunge forward the g-file. The king still is under lock and key,
and the other one can then take its place. It’s for your bishop seals off e7; but since you
easy to overlook a rook positioned like the can’t safely play Rg8, your next move will
one on a1 here. Don’t do it. not be a check—and meanwhile Black still
has a queen and rook on the board that he will
use to derail the mate if he can.

Dg1025: White to move

Dg1025: The challenge is to think clearhea- Dg1026: Black to move


dedly about the mating elements you have in
place and the elements you need to create. All right, so after Black’s Kf8 you play care-
You have diagonal pressure against h8, and fully. Since you want to get your rook onto
it’s the good kind; your bishop is on f6, so h8, start with Rxh7. Now Black has his big
Black won’t be able to interpose a pawn in its chance to play a move of his choosing; what
way. And the g-file already is open, an invita- will it be? Well, there isn't much. He can get
tion to some form of Morphy’s mate. Lastly his queen to the g-file with Qg3, but then it
you have two heavy pieces out on the board, just gets taken (and you must take it before
so look for a way to get one of them onto the completing the mate; otherwise it interposes
g-file. The constraints are Black’s rook on e4 at g8 and Black escapes the mate by trading
and his queen on c7, both of which guard his queen for a rook). After you remove
squares you want. If you start with RxR you Black’s queen he is out of options, and you
solve nothing; Black’s rooks are doubled, so mate with Rh8 next move. It just works. Real-
he replies RxR and now your resources for ize, though, that if Black’s queen were better
taking control of the g-file have been reduced positioned for defense he might have spoiled
by a piece with no relevant change in Black’s the sequence. That sort of risk is common
position. So experiment with the queen. If it when a sequence includes a non-forcing move
moves to g3, Black has QxQ and your threat like Rxh7.
is over. If it moves to g4, Black’s forced reply
is RxQ—but then you have RxR+, and now
your rook drives down the g-file with nothing
attacking it. The next diagram continues the
sequence.

Dg1026: Now the makings of mate are in


place for White—but you aren't done. Follow
it through to make sure it works. Black can't
move his king, but he does have an interposi-
tion: Bg7. You reply RxB+ without hesita-
tion. Black’s king moves not to h8 but to f8,
which now has been left open. Life just got a Dg1027: White to move
little more complicated because you no longer
can mate by just drawing your rook back up Dg1027: This is a sequence from Pillsbury-
Lee (1899). Black has just used his queen to
take White’s g2 pawn and threaten his rook. quite expensive sacrifice to force open the
What should White do? The g-file is open (no White king’s pawn cover. The arrival of the
pawns), and Black’s king sits at the end of it: queen on f3 creates a variety of eventual mate
an important opportunity. True, White’s bi- threats, so of course White takes it with 2.
shop isn't on the long diagonal, but this can be g2xQ. Black’s immediately follow-up is ob-
arranged (as we shall see). First White creates vious enough: seize the now-open g-file with
an open file for his rook by playing 1. Qf3. his rook by playing 2. …Rg6+, forcing 3.
This is a fork of Black’s queen and rook; if Kh1. At this point you might be a little puz-
Black retreats his queen to g6, White takes the zled; where is Black’s light-squared bishop?
rook on b7 and wins easily enough from It isn’t posted on the long diagonal, and mov-
there. But of course White is inviting 1. ing the c6 pawn forward to make room for it
…QxQ, a sacrifice of his queen—and for will lose too much time. Morphy’s solution to
what? For 2. Rg1+, which forces Black’s king this problem was 3. …Bh3. That brings us to
to h8. Now for a nifty sequence that moves the next frame.
White’s bishop onto the long diagonal: 3.
Bg7+, Kg8; 4. Bxf6—discovering mate.
(Black can interpose his queen on the g-file,
but White takes it with his rook.)

This position, like an earlier illustrative posi-


tion we considered, was made legendary by
the dramatic sacrifice of the queen to obtain
mate. Less startling but very instructive is the
finale, which shows how a bishop can be
moved from h6 to f6 while giving the enemy
no time to regroup. This maneuver sometimes
is referred to as Pillsbury’s mate for Harry Dg1029: White to move
Pillsbury, the winner of the game. Alas,
“Pillsbury’s mate” also is sometimes used to Dg1029: Now Black is threatening to play the
refer to the idea shown earlier of sacrificing same move we saw Pillsbury use to transfer
material on g8 to get the king onto that his bishop from the h-file to the f-file: Bg2+,
square—another case of slippery mating jar- then after White plays Kg1 he is hit with the
gon. discovered mate Bxf3. In return for his queen
sacrifice Black has established this very
strong threat, but since his last move was not
a check White has a chance to put up a de-
fense. Things get a little complicated here; the
details of White’s various possible responses
(e.g., Qd3, Rd1, or Rg1) and Black’s best
replies to them are more than we want to cov-
er and are discussed in detail in many other
sources (Weeramantry’s book has a fine ex-
planation). The point of presenting this much
of the game is to show you the sacrifice that
caused this pattern to be named after Morphy,
Dg1028: Black to move and to let you see how the basic position for
the mate can be reached even from the un-
Dg1028: Now a position from Paulsen- promising beginnings as we saw in the pre-
Morphy (1857). The mating idea for Black is vious diagram. But in case you want to play it
not obvious; White’s king seems secure, does out, the entire sequence went 1. …QxB; 2.
it not? That is what makes Morphy’s play of it g2xQ, Rg6+; 3. Kh1, Bh3 (pictured here); 4.
astounding: he begins with 1. ….QxB—a Rd1, Bg2+; 5. Kg1, Bxf3+; 6. Kf1, Bg2+; 7.
Kg1, Bh3+; 8. Kh1, Bxf2; 9. Qf1, BxQ; 10. can take, but it does guard a square from
RxBf1, Re2; 11. Ra1, Rh6; 12. d2-d4, Be3; which White can give check:
13. Resigns to avoid Bxe3, Rhxh2+; 14. Kg1,
Reg2#. (At the sixth move Morphy could
have ended the game more quickly with
Rg2++; 7. Qd3, Rxf2+; 8. Kg1, Rg2+; 9. Kf1,
Rg1#.)

6.2.04.
Greco's Mate.

Greco’s mate makes use of ideas similar to


those just seen, but executes them on a differ-
ent diagonal-and-file pair. You use the king’s
bishop (i.e., the light-squared bishop if you Dg1031: White to move
are playing the White pieces) to put pressure
on g8 rather than h8; then you use a queen or he plays Ng6+ and the reply h7xN is forced;
rook to seal off the h-file and leave the castled now Rh1 mates by adding the familiar pres-
king nowhere to go—resulting in the check- sure down the h-file. Knight sacrifices to open
mate we observe in skeletal form. the h-file are a common feature of Greco’s
mate.

Dg1030
Dg1032: White to move
Notice the similarity in structure to Morphy’s
mate. There the g-file was sealed off by a Dg1032: Again White’s bishop already has a
rook or queen; here it’s the h-file. There the clear path to g8, so White seeks a way to open
long diagonal leading to h8 was dominated by the h-file, this time for the benefit of his
a bishop; here it’s the diagonal leading to g8. queen. If he takes the h-pawn with his knight,
The general idea of trapping the king with Black is not in immediate danger and can play
coordinated diagonal and vertical pressure is RxB. The desired effect is gained differently:
the same, though in this case the sacrifices White starts with 1. Qh5, threatening mate
typically needed to open the needed file look with Qxh7. Black’s only way to fend it off is
a little different. by pushing his h7 pawn to h6. Now White
plays 2. Qg6, occupying the hole left by the
Dg1031: The challenge in using Greco’s advance of Black’s pawn—and still threaten-
mate, as with the others, is to get the needed ing to mate on h7. Black has nothing but
lines open. Here White has a bishop trained h6xN, which leaves the h-file entirely open.
on g8 and realizes he could mate by adding White’s queen has lost the cover that the
pressure down the h-file. How to get the file knight threatened to supply, but no longer
open? By requiring Black's h7 pawn to cap- needs it: Qh5# is mate.
ture. It doesn’t protect anything that White
Again a knight helps open the needed file. he needs to open it. He plays the sacrifice
The little back-and-forth movement of Rxh7+. Black’s forced reply is KxR—and
White’s queen is a useful tool, worth examin- now White mates with Qh5. It's another case
ing until it's familiar. Notice that now we have where the queen is able to zig-zag helpfully
two techniques for prying open the king's between aiding with diagonal pressure in the
pawn cover. One was to put a threatening beginning and with vertical pressure at the
piece on a square where one of the pawns was end. The h5 square is a common place for
obliged to make a capture; the other, here, such queen maneuvers to begin or end. It's an
was to make a mate threat (most classically especially useful square because the queen
with a queen) against a square where one of then can also seal off g6 as a flight square, as
the pawns sits. Often a pawn so targeted will it does here.
step forward to gain some protection from its
fellows, creating a hole where your queen can And now you know why it's called Greco’s
go. The general theme is one we have seen mate.
many times before: mate threats are a com-
mon way to force the pawns in front of the
king to move, thus opening lines you can use
for other purposes.

Dg1034: White to move

Dg1034: The open diagonal running toward


Black’s king cries out for consideration of a
Dg1033: White to move bishop check: 1. Bc4+. What are Black’s op-
tions in reply?
Dg1033: The pleasing solution to the position
pictured here was published by Gioachimo (a) He can capture the bishop with his queen,
Greco in 1619. Black’s king looks reasonably which is then lost to RxQ. An ugly outcome
secure, but White has a queen and rook for Black, but it turns out to be the best he can
trained on h8 and a queen and bishop trained do.
on f7 (with the bishop aimed through to f8),
and Black has nothing but his king to protect (b) Black can move his king to h8. Now you
either square. Your goal is to create an open should see that you have half of Greco’s mate
diagonal and file with pressure down each. in place; if the h-file were opened, White
Your possible tools for the purpose: captures could mate there with his queen. White's only
of pawns; threats and captures on squares they resource for opening the line is his knight,
protect; and mating threats against the squares which can't give check—but it can threaten
they occupy. In this case captures work best. mate, suggesting an idea we saw in skeletal
You start by removing the f7 pawn with form a moment ago. 2. Ng5 threatens Qh7#,
Qxf7+, forcing Black to move his king to h8. and so forces h7-h6; now White plays 3. Qg6,
Now what? White has created diagonal pres- moving his queen into the hole created by the
sure against g8 (indeed, he has redundant advance of the h-pawn. He still is threatening
pressure on the point, which is important; it Qh7#. Black extinguishes that idea with
means he can afford to move his queen). Now h6xN; but then White moves his queen over
he wants to add pressure down the h-file, so
and back to h5 and mates there. It's a nice ber that despite being way over on b3, the
little study in the art of opening a file. queen is ready to participate in an attack
down the h-file on a moment’s notice.
(c) Black might instead reply to Bc4 by inter-
posing his rook at f7. In that case White plays Notice that both variations are further exam-
QxR+, establishing a battery of queen and ples of a queen alternating between diagonal
bishop and mating on g8 next move. Since and vertical roles, a useful possibility to mas-
White's capture gives check, Black has no ter. This position also illustrates another point
time to strengthen his back rank (say, by mov- you want to learn by studying combinations
ing his knight out of the way of the rook on and mating patterns: how to sense when your
a8). accumulation of coordinated force against a
point has become lopsided enough that it is
likely to yield material, even if you have not
yet worked out the details. At the outset
White has three pieces directed against the
Black king's position, and Black doesn't have
comparable defensive resources. This should
cause you to search avidly for a sacrifice and
combination.

1035: White to move

1035: Black’s castled position is intact, but


observe that White has three pieces trained on
f7, an underdefended square next to Black’s
king. It ought to be possible for White to
translate this coordinated firepower into at
least some material gain; but how? The natu-
ral way to start is by opening a line, so White Dg1036: Black to move
starts by removing the f-pawn with check: 1.
Bxf7+. If nothing else, this begins to set up Dg1036: This time White’s king is the one
Greco’s mate by attacking g8. Black has two that seems quite secure; his castled position is
choices: take White’s bishop or move his king undisturbed. But look at the strength of
to h8. Black’s resources: he has two kernels of dis-
covered attacks arranged against h2. Think
(a) If he plays RxB, White takes advantage of about good ways to clear the knight and bi-
the multiple pieces he has focused on the shop from the paths of the heavy pieces—
square by playing 2. Qxf7+; Black’s king is ways that allow the unmasking pieces to con-
forced to h8, and now White has a simple tribute to a mating attack. It's natural to start
back rank mate with Qe8 (Black’s can inter- with a check, so Black begins with Ne2+; this
pose his bishop at f8, but it’s futile). forces White’s king to h1. Now the way is
clear for Black to open the h-file with a sacri-
(b) If Black replies to Bxf7 by playing his fice: Qxh2+, requiring KxQ. All that remains
king to h8, half of Greco’s mate is in place. is for Black to move his bishop out of the way
And White has a knight he can use to force of his rook, which it needs to do anyway to
open the h-file with the standard 2. Ng6+, but complete the pattern for Greco’s mate: Bxf2#.
then how will he take advantage? With his But notice that Bg3 also is mate, since the
queen, of course: after Black plays h7xN, knight on e2 still seals off g1 as a flight
White has 3. Qh3#. It's important to remem- square and protects the bishop on g3. (A
knight on e2 can be very powerful in mating vertical pressure provided by a rook or queen.
patterns; we will study some that make more These next mates use a similar logic but with
use of it soon.) the diagonal work done by pawns rather than
bishops. In our earlier look at the Anderssen-
Zukertort game we saw that a heavy piece on
h8 can mate with support from a pawn on g7
as well as from a bishop farther back on the
long diagonal. Lolli’s mates and Damiano’s
mate are other ways of using advanced pawns
to fill similar supportive roles.

Dg1037: White to move

Dg1037: Black has just used his knight to


capture your bishop on g3. This was a mis-
take. By leaving his knight on g3 Black pro-
vides you with a capture you can use to move
your own pawn off the h-file and leave your
rook with a clear path to h7. (Be alert to Dg1038: White to move
moves that allow pawns to capture and thus
open the lines on which they used to be Dg1038: The idea behind Lolli’s mate is to
stuck.) The important thing is to resist imme- get a pawn onto f6; from there it controls g7,
diately recapturing and to consider instead creating a number of nice possibilities. Since
whether you can make something larger out g7 is off limits to Black’s king, it may be
of this opportunity. You see that Black’s f- stuck on the back rank despite the movement
pawn has advanced, so thoughts of Greco’s forward of its g-pawn; so a back rank mate
mate come to mind; if you move your knight, may be possible. The idea of interest to us
your bishop will bear down on g8. But pick here, however, is that the pawn on f6 can do a
the knight's move carefully, for it is not mere- bit of the same things we have seen done by a
ly an obstruction. The h-file needs to be bishop on the long diagonal: if you can get a
opened on Black’s end, and your rook on h1 queen onto h6 and then onto g7, for example,
can’t do that by itself. It needs another piece you may be able to mate. Qg7# will do it for
to help, and the other piece is the knight. So White in the adjacent diagram.
the first move is 1. Ne7++, a double check
that requires Black to move his king to h8.
Now you can pry the Black pawn from h7
with the familiar 2. Ng6+. Since Black’s king
has no flight squares he is forced to play
h7xN—and then White discovers Greco’s
mate by at last playing h2xN.

6.2.05.
Lolli's Mates Damiano's Mate.

The three types of mates considered so far all


have had some features in common: a combi- Dg1039: White to move
nation of diagonal pressure against the king’s
position, usually supplied by a bishop, with Dg1039: The next point to grasp is that the
pattern just shown can be forced once you
reach the position shown here. White moves h7—and once that pawn is pinned, h5 be-
his pawn to f6, and this threatens Qxg7#; comes open for occupation. Here White
Black has no choice but to advance his g- makes use of this principle by connecting it
pawn to g6. Now White plays Qh6 and mates with Lolli’s mate. He sees his pawn on f6 and
with Qg7 next move. As we have seen, this is so looks for the other elements of the pattern.
a common way to force a pawn in front of the He can get his queen to h6, which will start
enemy king to step forward: if you threaten to the pattern we saw in the previous frame. One
mate by capturing it, you may force it to ad- more asset is needed: a heavy piece on the h-
vance so it will be protected by its fellows and file to deliver mate at the end.
not just by its king. This has the side effect of
opening a diagonal line to the king’s position
that can be exploited in many different ways.
Here we see another.

Dg1041: White to move

White’s rook is ready; it can move to h5.


Black guards the square with a pawn, but
Dg1040: White to move here's where the pinning idea comes in handy.
Thus 1. Qh6, Rg8; 2. Qxh7+, KxQ (all famili-
Dg1040: A complication can arise if Black ar); and now Rh5# is made safe by the pin. It's
has moved his king into the corner, making checkmate because Black's king can't escape
room for his rook on g8. Thus in the position to g8 (his own rook now is there) or g7
shown here White still would mate if his (White seals it off with his pawn).
queen now were at g7—but it will take him
two moves to get it there, and in the meantime The point of the position is just to see the log-
Black can protect the mating square with Rg8. ic of the pattern. You might as well observe
Yet if White has another heavy piece availa- that mate can be delivered here by a different
ble he still can finish off the king. Here White pattern as well: 1. Qh6, Rg8; 2. Rd8, any-
plays 1. Qh6, inviting—requiring, really— thing; 3. Qg7#.
Black to go ahead with Rg8. But then White
sacrifices his queen with 2. Qxh7+, KxQ—
and now 3. Rh1 is checkmate. Black’s own
rook prevents his king from retreating to g8,
and White’s pawn on f6 seals off g7 in the
way a bishop might. This maneuver, one of a
few patterns known as “Lolli’s mates,” was
published by Giambattista Lolli in the 1700s.

Dg1041: White has a bishop aimed through


the pawns on g6 and h7. On casual inspection
the pawns seem to frustrate the bishop's hopes
of accomplishing anything, but the appear- Dg1042: White to move
ance is deceiving. The bishop will pin the
pawn on g6 if Black’s king can be brought to
Dg1042: White has his queen and f-pawn by a queen and in cutting off the enemy
arranged for Lolli’s mate. But since Black’s king’s flight squares.
rook is on g8, White would have to use the
sequence where he sacrifices his queen on
h7—and he has no rook in position to then
follow up on the h-file. What to do? There are
two helpful thoughts available. One is to pin
the bothersome rook with Rb8 so that Black
can't play RxQg7. Another is to bring the e5
knight into the fray with Nxf7+—almost
mate, since Black’s king has no flight squares.
Both these ideas are frustrated by Black’s
queen on a7, which guards b8 (where White’s
rook wants to go) and f7 (where White’s
knight wants to go). But these problems will Dg1043: White to move
suggest their own solution if you have studied
the chapter on the overworked piece: the Here White can mate with Qh7; see how the
queen can't defend against both threats, so g6 pawn both protects the queen against cap-
play one and then the other. White starts with ture and seals off f7. Indeed, the pawn’s pres-
Rb8, and mates with Qg7 next move if Black sure against h7 and f7 leaves the king trapped
doesn’t play QxR. Yet if Black’s queen does on the back rank just as it would be if there
make that capture, it abandons f7 to White’s were Black pawns on those squares.
knight and mate results anyway.

The first lesson of this position is a reminder


to think flexibly about how you might substi-
tute for missing ingredients when you work
with a mating pattern. As we will see in detail
soon, a knight often can do the same work
performed by bishops and rooks in the mates
studied so far. A second lesson is the impor-
tance of combining these basic mating prin-
ciples with all that you have learned else-
where about other tactical tools. If you find a
mating pattern close to completion but im- Dg1044: White to move
peded by an enemy piece, consider pinning
the piece; consider forking it; consider taking Dg1044: Damiano’s mate requires a queen,
something else it protects; etc. Finally, con- not just a rook, because in order to inflict
sider this a study in the value of seeing and mate the final piece has to stand on h7 and
taking seriously ideas that don’t quite work. If attack both h8 and g8. In 1512 Damiano pub-
you understand why they don’t work, the rea- lished this application of the point. White has
soning may lead you to something that does. a pawn in place on g6, so his challenge is to
Here neither Rb8 nor Nxf7 quite works; but get his queen to h7 without losing the initia-
once you understand why, you see that to- tive. He does it by sacrificing the other pieces
gether they are too much for Black. in the queen’s way—the two rooks—and by
doing it in each case with check. Thus 1.
Dg1043: Damiano, like Lolli, has his name Rh8+, KxR; 2. Rh1+, Kg8; 3. Rh8+, KxR; 4.
associated with a couple of related mating Qh1+, Kg8; 5. Qh7#. The position is a me-
ideas. The most important involves a pawn on morable study in the use of flush checks to
g6. Like Lolli’s pawn on f6, a pawn on g6 can firmly and repeatedly decoy a king onto h8
do valuable work both in supporting an attack until it finally can be mated there. It also is
the classic illustration of how heavy pieces on
the first rank can join in a mating attack on avoids the forced mate even if it ends the
the h-file. The principle has many applica- game as a practical matter.
tions, so let us refer to it as Damiano’s
queue—a line of pieces on a rank that can be
brought over to the same file in succession.

Dg1046: White to move

Dg1046: Lolli also was responsible for this


Dg1045: Black to move position from 1763, which is solved using the
idea from Damiano—the queue. Take stock of
Dg1045: White’s king looks peaceful, but the White’s mating resources: the bishop on f6;
possibility of menace against it lurks just be- the queen on d2, which can jump to h2 or h6;
low the surface; a clue is the arrangement of and the two rooks on the first rank, likewise
both Black’s rooks and his queen on the able to get to the h-file quickly. The natural
eighth rank—Damiano’s queue. In this case way to begin is 1. Qh6, as this creates the
their potential seems muted because the h-file triangulation associated with Lolli and his
is clogged with two pawns, one from each mates. Black is required to play Qf8, bringing
side. But pawns arranged like this sometimes in a reinforcement for g7. This is important to
can be cleared by forcing an exchange on a notice; when you imagine a mating attack on
neighboring square—i.e., g3. Or if you didn’t squares around the king, ask whether your
see that, observe the knight fork Black can opponent can rush any defenders to positions
inflict against White’s king and queen with 1. where they can protect the weak points. But
…Ng3+. This invites White to reply h2xN since he has heavy pieces ready to use on the
and then your recapture 2. …h4xg3. That ex- h-file, White simply forgets about using g7 as
change not only leaves the h-file open but a mating square and instead sacrifices his
also discovers check and leaves a Black pawn queen with 2. Qxh7+ to open the file. Black
positioned to support mate with the queen on has to respond KxQ. Now of course comes 3.
h2. Now Damiano’s mate plays out easily: 3. Rh1+. If Black retreats his king to g8 he gets
…Rh1+, 4. KxR (White’s king can't escape to mated next move by Rh8, so he again inter-
f2 because the Black pawn now on g3 guards poses his queen, this time with 3. …Qh6.
the square); Rh8+; 5. Kg1, Rh1+; 6. KxR, White answers 4. RxQ+, less for the sake of
Qh8+; 7. Kg1, Qh2+ (at last reaching the de- taking the queen than to thoroughly expose
sired position); 8. Kf1 (fleeing, but the king is Black’s king. Again Black is forced to recap-
stuck on the back rank), Qh1#. ture KxR. That leaves White to play his last
rook over to h1, where it mates.
If you understand the principle behind Da-
miano’s mate this position is long but easy— The position shows the great power a bishop
once you see how the h-file can be opened. can exert on f6. See how it attacks e7, g7, and
The knight move used to clear the two pawns g5, effectively sealing Black’s king onto the
away is useful and worth a close look. But back rank and the h-file. Rh1# for White thus
understand that if your opponent is wise he works almost like a back rank mate turned on
will not play along; he is better off letting its side.
your knight take his queen, which at least
is 1. Bh7+. The king’s only legal move is
back to h8, and now White plays 2. Bg6+,
Kg8. At first this looks like an odd use of
time; White has advanced his bishop and then
retreated it, and Black also has moved his
king back and forth. But there was an impor-
tant gain from the exercise: moving White’s
bishop from d3 onto g6, because from there it
attacks f7 as well as h7—providing two
squares where it can support an attack by its
queen. Now White plays Qh7+ and has
Dg1047: Black to move created the same position seen in the previous
diagram and mating with Qxf7 a move later.
Dg1047: Damiano’s mate typically involves a The key position had to be reached in steps
pawn on g6 exerting diagonal pressure against (starting with Bh7+ rather than Bg6) so that
f7 and h7. But a bishop on g6 can do similar Black’s king remained in check throughout
work, too, just as a bishop filled the role of the sequence, leaving no time for it to flee or
Lolli’s f6 pawn (and more) in the last study. for Black to play f7xB.
The most important point about a bishop’s
strength from g6 is its ability to provide cover
for the queen on two different squares: h7 and
f7. This becomes useful in hunting down a
king that tries to wriggle away along the back
rank. Thus in the diagram to the left the queen
currently has protection from its bishop;
Black can move his king to f7, but then White
has Qxf7#—again with protection from the
bishop.

Dg1050: White to move

Dg1050: Here is an extension of the principle.


Black’s king looks vulnerable since it has no
flight squares and the h-file is open. A natural
thought might be 1. Rh8+, KxR; 2. Qh5+ (or
Qh1+), Kg8; 3. Qh7#—mating with cover
from the bishop on d3. But after White’s Qh5
Black can interpose his queen on h6 and stop
the sequence. So White needs a different idea
Dg1048: White to move and turns to the trick described a moment ago:
1. Bh7+, Kh8; 2. Bg6+, Kg8. White simply
Dg1048: In the previous diagram you can has moved his bishop to g6, but he has given
replace the bishop with a pawn on g6 and the check with every move and so has kept firm
principle still holds. But the bishop’s ability control of the initiative. Why is the bishop
to rush to g6 from some distance away creates stronger here than it was on d3? Because now
a neat pattern you need to know. Here it blocks the path to h6 of the Black queen,
White’s queen and bishop both are trained on which no longer can be interposed. The rest of
h7; how does he turn this into a win? It would the mate is simple: 3. Rh8+, KxR; and White
be easy if f8 were blocked, for then Qh7 has cleared his own rook from the h-file to
would mate. But where f8 is open like this, make way for his queen while also decoying
the king often can squirm away: 1. Qh7+, the king onto h8 where it can be checked. 4.
Kf8; 2. Qh8+, Ke7. What White instead plays
Qh5+, Kg8; 5. Qh7#. Black could have to prevent an enemy king from escaping along
played QxB in the midst of this if his king the back rank.
hadn't constantly been in check.

Now a few afterthoughts:


1. Imagine the same original position but with
a Black pawn on h7. Black’s king then looks
enormously secure, as his castled position is
intact and his queen helps defend it. White
nevertheless mates with the same moves de-
scribed above.

2. It is common for a defender to sit on f6, as


Black’s queen does here; often the knight
takes that position early in the game and stays Dg1051: Black to move
there a long time. Eliminating that defender
becomes important in building a mating at- But the knight can do it, too, as the diagram
tack. A disadvantage of the queen compared here shows: on g5 a knight performs the same
to the knight is shown here: a queen can be function that a bishop on g6 would. In this
eliminated by being blocked. case White will mate in a moment with Qxf7.

3. In addition to acquainting you with se-


quences that can lead to mate, another pur-
pose of these studies is to show useful things
your pieces and pawns can do if you can land
them on particular squares—especially ad-
vanced squares near the enemy king. To recap
the most recent examples, we have seen here
that a bishop on g6 usefully can seal off f7,
h7, and h5 to the enemy king, can provide
cover on those squares for its own queen—
and, here, can block the path to the h-file of
an enemy defender on the sixth rank. Dg1052: White to move

6.2.06. Dg1052: That is one example; there are


The Knight As a in Morphy's Mating countless others. It is true that the knight can't
operate from a long distance as a bishop or
Substitute Pattern.
rook can, but then it has the advantage of not
requiring open lines since it jumps to the
Dg1051: The knight can fill many of the same
squares it attacks rather than sliding to them.
roles filled by rooks, bishops, and pawns in
In the diagram to the left, where the squares
the mates considered so far. Often the crucial
the knight attacks are marked with white
work done by a bishop or rook, for example,
spots, the knight controls f5 and g6 and thus
really just involves sealing off one or two
does some of the work a bishop would do if it
squares or providing cover on them, and a
were on d3. The knight also attacks g8, and so
knight is perfectly capable of doing that sort
performs some of the work that might be done
of job; depending where it sits it can cover
by a bishop on c4. It attacks g6 and g8, and
squares either in diagonal relationships or in
with help from the pawn on g7 this allows the
horizontal or vertical relationships. We saw a
knight to fill some of the roles that might be
moment ago, for example, how a bishop can
played by a rook on the g-file. With the
support a mating attack by providing cover
squares marked like this, you thus should be
for a queen on both h7 and f7—a useful way
able to imagine ways that adding one or two
other pieces might result in mate—perhaps a
heavy piece on the h-file; or picture the g7 (again), from d5, or a little less commonly
pawn moved to h7 and a White bishop on the from g6 or c6 or even c8—all the squares that
long dark diagonal. These are the sorts of are spotted (and we also have put a spot on
mating ideas we will be considering here. g4, since it allows Nh6# as shown a moment
ago). A knight sitting on any of those spotted
squares has the potential to mate in one move
if the bishop’s side of Morphy’s mate is in
place. Its actual ability to mate naturally will
depend on whether and how well those
squares are protected, etc.

Dg1053: Black to move

Dg1053: Think back to Morphy’s mate. It


involved pressure against h8 from a bishop
coupled with pressure down an open g-file
from a heavy piece. The role of the heavy
piece in that sequence also can be filled by a Dg1055: Black to move
knight on h6; thus Black is mated in the dia-
gram by White’s knight just as he would be Dg1055: There is more. Suppose your knight
by a White rook on g3. instead lands on f6, as pictured here. This is
check, but not mate; Black can move his king
Since our goal is not only to see the mating to h8 or g7. But then when White moves his
patterns in final form but also to understand knight he will unmask a discovered check by
the moves that lead to them, reflect for a mo- his bishop. If you have read the section on
ment on how the knight could have gotten to discovered attacks you understand how potent
h6. It had to come from on f5 or g4—which is a discovered check can be. In effect it gives
one reason why those are considered strong the knight a free move because Black has to
squares for a knight. spend his time saving his king. Even in this
skeletal position where few targets are visible,
White thus would have Nd7+, attacking
Black’s rook and then taking it, and winning
the exchange, after Black moves his king out
of check. So f6 is another powerful square for
the knight, and it can get there from e4 or h5
or d7—three more squares on which we have
added spots.

You can see where all this leads: if the enemy


king is on g8 (its natural castling square) and
your dark-squared bishop has a clear shot
Dg1054: White to move against h8, your knight can make terrible
trouble by adding a check, and it can do this
Dg1054: The identical mate can arise when from almost any light-colored square on
the knight lands on e7, as pictured here. Black’s half of the board. The f5 square often
Again, the important thing to see is the num- is the knight’s most useful jumping-off point,
ber of ways the knight can get there: from f5 but again your best actual options will depend
on other features of the position such as how shop onto it. In this case White has a knight
Black has defended those checking squares— on e7, a strong position because it seals off g8
h6, f6, and e7. The important thing to realize to Black’s king. And Black’s g-pawn has ad-
is how powerful a knight can become once vanced a square, leaving the long diagonal
you have control over the long dark diagonal. open; so the only element missing for mate is
The beauty of the knight is that its power a bishop or queen there. Now identify the
doesn't depend on whether any of the files impediment to moving the queen to the di-
leading to the king are open; thus the ideas agonal where you want it: the pawn on g6
described in these last three positions may be blocks its path. White therefore plays Rh5,
just as effective if Black has a pawn cluttering putting a piece en prise to the pawn with a
the g-file (which would be enough to frustrate mate threat: Qxh7#. It forces Black to play
a rook). g6xR, moving his pawn off the sixth rank.
Now White mates with Qf6.

Dg1056: White to move


Dg1057: White to move
Dg1056: Before using these ideas the usual
sacrifices may be needed to open the long While the earlier examples involved the king
diagonal for the bishop or queen, to create a on g8, you can see that it may not matter if
safe square for the knight, or both. Here you the enemy king is on h8 or g8 or g7 so long as
should see that White has a bishop on the long it is confined to those squares and you have
diagonal and a knight on f5, with the knight them covered—the dark squares by a diagonal
ready in principle to support mate from e7 or piece, and the light square by your knight.
h6 if the diagonal can be opened. Hone in on (This is a good moment for a reminder that
the impediment: the pawn on g7. The best the colors of the squares get reversed if you
way to clear a pawn is to take something it are playing with the Black pieces, but the log-
protects or to make a threat from a square it ic remains the same: the bishop covers the
guards, forcing it to capture and leave its line. squares leading to the king’s corner, and the
So White plays the mate threat Qh6. Black is knight covers the square of the other color.)
forced to reply g7xQ to avoid Qxg7#; yet this
opens the diagonal and allows White to mate Dg1058: The knight also can fill the role
with Nxh6 (not Ne7, since then Black has played by a bishop in Morphy’s mate. Here
NxN). Qh6 is a classic technique for creating White has the Black king trapped in the cor-
an open diagonal to permit a mate of this ner by his rook, which drives down the open
type. g-file. The rook seals off the king’s only flight
squares; any pressure against the king’s posi-
Dg1057: Of course you should not imagine tion on h8 thus will create checkmate. A bi-
that the knight always is the piece that swoops shop on the long diagonal could provide that
in to deliver the coup de grace. The knight pressure, but so can a knight stationed on f7.
can be in place on h6 or e7 from the start of This particular pattern is a little less common
the sequence, with work then needed only to because the knight has less flexibility; it has
open the long diagonal or get a queen or bi- to be on f7, because that is the only square
from which it can attack h8 without blocking those squares as well, while sealing off the
the g-file. other as a flight square.

And notice as well the crucial work done by


the pawn on h5. Without it, Black’s second
move is Kg6 and the immediate threat is over.
The offensive power of a pawn advanced past
the fourth rank should not be underestimated.
Such pawns can provoke your opponent into
captures that create valuable open lines; they
can support attacks by pieces on the squares
they protect; they can deny your opponent
squares where he would like to place defend-
ers; and they can seal off important flight
Dg1058: squares for the enemy king.

But we will see other uses of this general Presumably you realize that if Black’s g7
principle in due course—as when we study pawn instead were on g6 at the start of this
the Arabian mate, which is based on a related position, White would mate immediately with
idea. Nh6. But if you instead imagine the h7 pawn
on h6 at the start, the sequence no longer
works. Black’s second move is Kh7 and again
his king escapes. The lesson is to be careful
not to use mating patterns (or any patterns)
mechanically. They are meant to suggest
ideas, but you still have to test the idea as it
will play out in your position. These mates
that involve trapping the king on squares in
the corner are a good example, as they depend
on the king’s limited range of motion. If it has
flight squares, all of them must be accounted
for.
Dg1059: White to move

Dg1059: The Black king’s position looks


well-fortified, but White’s pieces are arranged
powerfully enough to force mate in three
moves. His knight is on g4, a great square
since it allows Nh6 or Nf6, both of which are
brutal attacking moves. He has two attackers
that can use the long dark diagonal: his queen
and his dark-squared bishop. The g7 pawn is
what holds Black’s position together; it
blocks the dark diagonal and protects f6 and
h6 against occupation by White’s knight. Put Dg1060: White to move
these factors together and they should suggest
a classic bishop-and-knight mate, made poss- Dg1060: White’s queen is en prise to the
ible by a queen sacrifice to open g7: 1. knight on c6, but of course we avoid reflexive
Qxg7+, KxQ; 2. Bf6+, Kg8; 3. Nh6#. Notice resort to defensive play. Look for an attack;
these additional virtues of a knight on g4: not study the enemy king and its vulnerabilities.
only that it can jump to h6 and f6, but that it The long diagonal leading to Black’s king is
can protect a bishop as it arrives on one of open; this is an opportunity that must be in-
spected closely. White has control over the double check—if he can get Black’s king onto
diagonal with his queen, and his dark squared g7. That result is easy enough to arrange.
bishop is available as well. (This also was true
in the previous problem. It is important to
notice when you have more firepower than
you need for such a purpose, as that means
you can sacrifice some of it.) White would
mate if he were able to move his knight to e7
safely, but the square is defended. So he plays
with another knight check: 1. Nf6+. It forces
the king to h8 or g7. Now when White moves
the knight he will discover check. Black has
no loose pieces that would make good targets
for the knight, but still: keep looking for mate.
Here that means putting the knight where it Dg1061: White to move
can stay involved by attacking Black’s weak
dark squares. White thus plays 2. Ng4+. You just have to be open to the idea of a
Doesn’t this allow Black to extinguish the queen sacrifice: 1. QxB+, KxQ; 2. Nf5++,
check with NxQ? Yes, but now White has 3. Kg8; 3. Nh6#.
Bf6+ (protected against KxB by the knight
now on g4). The king is forced back to g8, The position works the same way if White’s
and then White plays 4. Nh6#. queen starts on e5. The point still is to get the
king onto g7 with a sacrifice, and then to
The knight’s three moves here are worth some move the d4 knight to h6 in two steps—the
study; they illustrate the comfort with the first of which is a double check that gives
piece you want to attain. Indeed, notice that Black no option but to move his king. (Notice
the whole mate is built with bishop and knight that there needs to be a Black pawn on g6 so
moves. The queen, which looks like the do- that after the double check the king can’t
minant piece at the beginning, never moves move there. The knight itself seals off h6.
and serves just to deliver a discovered check You needn’t remember these particular de-
before White lets it get taken. tails, but you do need to remember to account
for all flight squares.)
Incidentally, another way the sequence can go
is 1. Nf6+, Kh8; 2. Ng4+, f7-f6; 3. Bxf6+, These last two examples both have shown
RxB; 4. QxR#. The bishop on c4 seals off g8 how a knight can spend multiple moves get-
as a flight square; for by the end of the se- ting into position to mate with a bishop. The
quence the knight on d5 and the pawn on f7 key in both cases is a clever use of discovered
both are out of the way. check, playing with ways the knight can jump
on or off the long diagonal on its way to the
Dg1061: Black has moved his bishop back to mating square. Both positions also involve
g7, forcing the question of the White queen’s sacrifices of queens to attain the desired pat-
intentions. Should the queen retreat? The tern. Once you determine that a mate is near-
prospects for mate might seem remote. The by using pieces other than the queen, a queen
bishop blocks the long diagonal to h8, the sacrifice to take out the obstacles to it should
files leading to Black’s king are closed, and not faze you.
White has no knight able to give check. But
the White bishop aimed down the long di- Dg1062: White’s bishop has a clean line to
agonal from b2 still is provocative, especially h8, which is half of a mating idea. Complet-
when White has his own knight on the same ing it would require getting a heavy piece
diagonal on d4. This formation is the kernel onto h8, using a heavy piece to put pressure
of a discovery and it allows White to inflict a down the g-file, or attacking the king with a
knight. Since all the files leading to Black’s
king are closed and White has no apparent
way to open any of them with sacrifices, think
about the knight. You can move it to e7 in
two steps: Nd5, then Ne7. And then see that
moving the knight off of c3 would also un-
mask the discovered attack QxQ. Or you
might have started by seeing the kernel of a
discovery for White, then looked to see what
the knight could do once it left c3, and rea-
lized it could threaten to execute a classic
knight-and-bishop mate by leaping to e7. The
point either way is the same: after White Dg1063: White to move
plays Nd5, Black has to take some measure to
prevent White from mating next move with Dg1063: Two features of this position should
Ne7; after he does so (say, with c6xN), he jump out at you: the pin of White’s queen on
loses his queen to QxQ. the b-file and the kernel of a discovery for
White along the g-file. (Black has a discovery
prepared on the fourth rank, too, but it won't
be our focus.) White has no target for the g1
rook once it is unmasked, but with the king on
an adjacent file the question is not whether
you can win material; it is whether you can
threaten or achieve mate. White considers the
check Nf7 and notices that the rook then seals
off g7 and g8 as flight squares—and that the
bishop on d3 seals off h7. Indeed, Nf7 would
be mate were it not for the protection supplied
to the square by Black’s rook on b7. So White
Dg1062: White to move plays 1. QxR, which removes the guard of f7
and incidentally extinguishes the pin of his
This is yet another case of using a discovered queen. Now if Black plays BxQ, White mates
attack to buy two moves to get a knight into with 2. Nf7.
mating position—though this time the likely
result is a gain of material rather than mate. You can view this position just as a way to
This often is how mating threats function: you win a rook, since Black dares not recapture
may not carry them out, but they force your White’s queen. That is the main thing to see
opponent to make sacrifices to stop you. The in this position. But as an exercise it may be
position also is a reminder that even a knight instructive to spend a couple of frames push-
far away from the action must not be over- ing this one farther. Find Black’s best alterna-
looked as a resource. This is an extreme case, tive response and see where it leads. White’s
but it shows that even from c3 a knight still mating threat depends on three players: his
may be only a move away from threatening to knight, rook, and bishop. Black looks to derail
mate the castled Black king. one of those pieces, and so plays 1. …Nf5,
interposing his knight in front of the bishop
and thus allowing his king a flight square on
h7. Now White—working strictly with
checks—plays 2. QxB+, which forces Black’s
king to g7. We then come to the position in
the next diagram....
Dg1065: This illustrates the outcome of varia-
tion (c) just described. Black is mated.

These variations we have been considering


are a detour from our study of classic mating
patterns, but they are too valuable to pass up
as studies in the art of hunting down a king in
open territory with checks that finally leave it
nowhere to run. Variation (b) shows the value
of remembering to summon other pieces into
the hunt (White’s bishop) where you can do
Dg1064: White to move so without a loss of time. All three variations,
but especially (b) and (c), also are good exer-
Dg1064: Now what? Notice that White still cises in keeping track of the ways that a
has the kernel of a discovery on the g-file; he king’s flight squares can be eliminated by
can take advantage of it with the double check different pieces working together.
Nxe6. The king can move to h6, h7, or f7.
Consider each possibility. 6.2.07.
The Knight As a in Greco's Pattern.
(a) If the king goes to h6, White mates imme- Substitute
diately with Qh8: his queen attacks the king
on the h-file and his rook seals off the g-file.

(b) If the king goes to h7 White can bring in


still another piece with check: BxN+. Since
the pawn on e6 is off the board the bishop
can’t be captured; and Black has nothing to
interpose. So Black has to move his king
again—this time to h6. Now Qh8 again mates.

(c) If Black’s reply to Nxe6+ is Kf7, White


then plays Qd7+. Black is forced to interpose
his knight on e7; his king has no flight Dg1066:
squares (each square the king can reach on the
back rank is attacked by a different White Dg1066: The previous section showed how
piece!). Now White mates with Rg7, as the mating idea we associate with Morphy or
shown in the next diagram—the last of this Pillsbury—the use of a bishop on the long
sequence. dark diagonal, plus another piece to seal off
g8—can be achieved using a knight as the
second piece rather than a rook or queen. The
same is true of Greco’s mate. You will recall
that Greco’s idea was to direct a bishop
against g8 and then seal off the h-file with a
heavy piece. Again a knight sometimes can
do the work of the heavy pieces, as the dia-
gram here shows, and in at least one sense it
can do the work better. Greco’s mate de-
pended on an obstruction at f8 (or a White
rook on the f-file) to prevent the king from
slipping away along the back rank. But if you
Dg1065 have a knight posted on g6, as White does
here, it eliminates f8 as well as h8 as flight can be useful: he plays Qxh7+, almost mating
squares for the enemy king. (with support from the f8 knight) except that
Black can play NxQ (KxQ is not possible, of
Dg1067: The important thing is to see not just course).
how a mate looks when it is finished but how
it can look when it is a move or two away.
The tipoff here is the absence of Black’s f-
pawn. Anytime a pawn in front of the king is
absent (either because it has advanced,
changed files, or left the board entirely) think
about ways to take advantage. The classic
way to exploit a missing f-pawn is to get a
bishop or queen aimed down the diagonal
toward g8, and then to add pressure against
h8—with a heavy piece or with a knight. Here
White has a knight available for the task. He
sees that Greco’s old fashioned mate can't be Dg1068: White to move
created because he would have to sacrifice his
rook to open the h-file and then would have So White lets him play that, then safely
no heavy piece left to put there. swings his knight into position with Ng6+.
Black’s king is forced to g8, and now Bd5#
concludes the matter.

Step back from the position and see the ideas


in it: spotting the missing f-pawn and the re-
sulting line to g8; moving the knight-and-
bishop pair from their current positions onto
g6 and d5 respectively; and using a queen
sacrifice to loosen both of those squares, and
also to get the queen out of the bishop’s way.

Dg1067: White to move

But his rook does pin the h7 pawn, which


means White can land his knight on g6; and
his bishop has a clear path to the diagonal
with Bc4. So White works with checks: 1.
Ng6+, Kg8; 2. Bc4#.

Dg1068: To repeat: the idea for a mate is


there because Black’s f-pawn is missing.
White therefore plays with ways to put pres- Dg1069: White to move
sure down the diagonal to g8 and then mate
with vertical pressure against h8. Again he Dg1069: There are some conditions necessary
only has one heavy piece and so won’t be able before our current mating idea can work.
to execute Greco’s mate in traditional form, Black can't have any good interpositions on
but if White were able to get his knight safely the diagonal leading to g8, and his king can't
to g6 he could mate with his bishop from d5. have h7 available as a flight square. In this
At present the g6 square is guarded by the position White’s knight is enormously well-
pawn on h7 and d5 is guarded by Black’s placed on a hole created by Black's advances
knight, but now White sees a way his queen of his f-pawn and h-pawn. The advanced f-
pawn also suggests the possibility of mate except that Black has a pawn on h7 and so
using a bishop directed at f8. White can play can reply h7xN. Well, but what if he does?
Bc4+ easily enough, but now must consider The capture leaves open Black’s end of the h-
the issues just mentioned. Can Black inter- file, so White will mate if he can rush a heavy
pose his rook from e8? Not effectively: if he piece there; and he can, with Qh3#—Greco’s
plays Re6, the rook is loose and just gets tak- mate after all. Thus the pattern of the current
en with BxR+, renewing the threat. (If mate is used to pry open the h-file, which
Black’s rook were on f8 and able to interpose turns out to have other happy consequences.
at f7, White’s mating threat would fail—
though he still could win material.) But now Dg1071: With Black’s f-pawn out of the way
what about h7? It's open as a flight square for White looks for methods of getting pressure
Black’s king—but notice that White has a against g8. His bishop is aimed that way, and
queen aimed at the square. So if Black plays is blocked only by his own knight. This is
Kh7 White can discover check by moving his good news, for it means White has the kernel
knight. How to capitalize? Like so: 1. Bc4+, of a discovery on the needed diagonal. Per-
Re6; 2. BxR+, Kh7; 3. Nf8++, Kh8; Qh7#. haps as the knight leaps out of the way it also
The double check by the knight forces Black's can provide pressure against h8 and complete
king to move, and then the knight provides the mate. The g6 square is loose, so the idea
cover for White's queen on the mating square looks promising. White just needs a way to
(h7). The larger point: the open h7 square get his knight to g6 in two moves that hold
meant that an additional piece was needed to the initiative. The surest way to control the
execute the mate. position is with a double check: Ne7++. In
reply to a double check there is no choice but
to move the king, so Kh8 is forced on Black.
Now Nxg6 mates.

Dg1070: White to move

Dg1070: A difficulty in using our current


mating pattern is that if Black has a pawn on Dg1071: White to move
h7, then g6 probably isn’t safe for your
knight; but if Black doesn’t have a pawn on This position resembles some of those in the
h7, then his king can move there and perhaps previous section: a bishop on the diagonal
escape the mate. We have seen three ways to ready to contribute to mate, and masked by a
deal with this: make a sacrifice on h7 that friendly knight that can complete the pattern
causes the pawn to be replaced by a piece that if properly positioned. It's a powerful configu-
can’t defend g6; pin the pawn with a rook; or, ration if you can manage it.
if the pawn has been moved forward, set up
an attack against h7 with another piece so that
you will have a discovered check if the enemy
king moves there. Here is a final method. You
see that White controls g8 with his bishop, so
your thoughts turn to ways of pressuring h8.
The natural idea is NxN+, which would work
6.2.08. also can be turned on its side as shown here,
Anastasia's Mate. with the knight closing off f7 and h7 or any
comparable squares in front of the king, trap-
ping it on the back rank. The rook’s attack
from b8 ends up functioning like a familiar
back rank mate.

Dg1072

Dg1072: You might think of Anastasia’s mate


as yet another variation on the principle of
Greco’s mate—except this time your knight Dg1074: Black to move
takes the place of the bishop that attacks g8,
not of the heavy piece on the h-file. Thus in Dg1074: Most mating patterns have a signa-
the diagram Black is mated by White’s rook, ture move or idea—a distinctive attacking
since g6 and g8 are sealed off as flight position for one of your pieces, the potential
squares by White’s knight. Notice that the for which can serve as a clue that the pattern
mate would work just as well if Black still may be available. For Anastasia’s mate the
had a pawn on f7: since the work convention- signature is the knight’s move to e7 (or, if the
ally done by a bishop instead is being done by knight is Black, to e2) against the castled
a knight, no open line through f7 is necessary. king. The move forces the king over to h8,
The spots show not only the squares the and seals off both g8 and g6; it means the
knight attacks, but also the squares from king is trapped on the h-file, so that an attack
which the knight can reach the critical e7 there by a heavy piece will deliver mate—
square. The f5 and d5 squares are especially perhaps after a sacrifice to open h7 (or h2 for
common launching pads for this mate, which Black). In the diagrammed position Black
is another reason why they are powerful out- sees that his knight can get to e2, that his
posts for a knight. queen then will be able to get to h2 (and be
sacrificed there), and that his rook then will
be able to reach the h-file to close the deal. So
he plays 1. …Ne2+; 2. Kh1 (forced), Qxh2+
(standard); 3. KxQ (forced), Rh4#. The poten-
tial queen and rook moves both were masked
by the knight at the outset, but when a knight
is posted this powerfully you always want to
ask what effect its moves would have on the
lines where it sits.

Dg1073

Dg1073: The typical form of Anastasia’s


mate is the pattern just seen where a rook ad-
ministers mate down the h-file. But the motif
the initiative and prevent White from carrying
out the fork), 4. Kg1, NxRf1. However White
recaptures, Black has made gains and threat-
ens NxQ if White tries to make good on the
pawn fork. White can move his queen away,
yet Black has good replies then, too—but now
we're getting into complications beyond the
scope of this little study. The general point is
that Black gains the upper hand one way or
another by putting the mating sequence into
motion, even if he doesn't actually get to ex-
Dg1075: Black to move ecute it.

Dg1075: Black’s knight is on the mighty d4


square—mighty in part because from there
the knight can jump to e2, checking White’s
king and forcing it into the corner where it
may be subject to Anastasia’s mate. Black
considers whether he can open the h-file and
put a heavy piece on it to complete the pat-
tern. White’s pawn on h3 is the troublemaker;
it protects the knight at g4, however, so Black
can play QxN to draw the pawn out of the
way. But now he must worry about how to get
a rook to the h-file: after White’s recapture Dg1076: Black to move
his pawn left on g4 would guard h5 against
occupation by one rook and block the path to Dg1076: Black sizes up his offensive options
the h-file of the other one. Yet those two and finds two main resources: his knight can
points taken together suggest a solution for reach e2, and he has connected rooks on the
Black. He goes ahead with Rh5+ (always eighth rank that can be brought to the h-file in
working with checks where he can), inviting succession (Damiano’s queue, as we have
g4xR—this time clearing a pawn by launch- been naming it)—with a queen nearby as
ing a threat from a square it protects. Now the well. So here, as in the previous case, he starts
way is clear for Black’s other rook to go to h4 with 1. …Ne2+, forcing 2. Kh1. Next comes a
and mate. To summarize the sequence: 1. standard sacrifice to open h2 and then the
…Ne2+; 2. Kh1, QxN; 3. h3xQ, Rh5+; 4. follow-up with another heavy piece: 2.
g4xR, Rh4#. …Rxh2+; 3. KxR, Rh8+; and now Black’s
only concern is White’s interpositions. White
This is one of those ideas that is important not can play Qh6 or Bh6, and either way the in-
because Black is likely to carry it out but be- terposed piece has protection—but either way
cause the threat of it will force White to it doesn’t matter since Black’s queen attacks
cough up material. For example, as soon as h6 as well. One possibility is 4. Qh6, RxQ+;
Black’s knight moves to e2, White can take it 5. BxR, QxB#. Another is 4. Bh6, which leads
with his queen—but then the queen is lost to even more quickly to Qh4#.
RxQ. Or White can permit Ne2 but then re-
spond to Black's second move—QxN—by The resemblance to Greco’s pattern is that
letting go of the knight and keeping the h-file mate gets administered by a heavy piece on
clogged with a pawn. Thus White could reply the h-file because the king can’t move to g8
to 2. ...QxN with 3. Qxd6; or White might (or g1). But if you imagine the f2 pawn off
play the pawn fork 3. f2-f3. In response to this the board and a Black bishop on d4 instead of
last threat, Black would have 3. ...Ng3+ a knight, you can see that the knight actually
(looking first for his checks, since they hold has some advantages over a bishop here. Af-
ter the third pair of moves listed above pinned, so Black has two choices of reply:
(White’s recapture KxR, which opens the h- playing f7xN or moving his king to g8. Ana-
file, followed by a fresh check from Black’s lyze both:
rook on h8), White’s king is prevented from
escaping to g3 only by the knight on e2, (a) If Black plays f7xN, he opens a line for
which seals off the square. And you never White’s bishop to g8. This is the signature
have to worry that anything will be interposed idea of Greco’s mate, so White looks to the h-
between your knight and the king. file and finds that he can mate there with 2.
Rxh7+, KxR; 3. Rh1#. Remember that after
Black’s original reply f7xN, he leaves a
doubled pawn on g6; this is what prevents the
king from escaping to g6 in reply to White’s
last move.

(b) Now suppose Black replies to Ng6+ by


moving his king to g8. This time a different
signature move is available: 2. Ne7+, the clas-
sic prelude to Anastasia’s mate. This forces
the king back to h8, and now it is just a matter
of creating an attack on the h-file: 2. Rxh7+,
Dg1077: White to move KxR; 3. Rh1#. This time g6 is sealed off as a
flight square by White’s knight, rather than by
Dg1077: There is some sense of urgency here Black’s own pawn as in the first variation.
for White because Black threatens to mate
with Ra1; efforts by White to prevent this
with 1. Ba2 don’t help, since then Black has
1. …Rf8-b8+, 2. Bb3, Ra1# after all. So take
stock of White’s own attacking resources: a
bishop aimed at g8, but with its path blocked
by a pawn on f7; a knight on f4, able to check
the king next move on g6; a rook on the h-
file; and another rook, which must not be
overlooked, queued on the first rank and
ready to move to the h-file once h1 becomes
vacant. Once you are clear on these various
sources of pressure, the germ of an idea sug- Dg1078: White to move
gests itself: a sacrifice to open the pawn cover
in front of Black’s king, and then a mating Dg1078: White has three pieces to work with
attack with the pieces left over. in trying for mate: a rook on the open h-file; a
queen aimed at f8; and a knight on f5, which
Experiment with checks. Starting with 1. among other things can be played to e7—
Rxh7+ won’t work, because after 1. …KxR, suggesting the possibility of Anastasia’s mate,
2. Rh1+, Kg8, White has a heavy piece he can especially since he already has the other half
drop onto h8 but no complementary piece that of the pattern (the rook) in place for it. The
can add pressure on g8: his bishop doesn’t problem is that Ne7 isn’t yet effective.
have an open line, and he can’t give check Black’s rook guards e7, and f8 is open to
with his knight because the knight and Black’s king as a flight square. When you are
Black’s king are then on different colored this close to mating with your knight and
squares. rook, however, realize that your queen may be
expendable and best used to clear obstacles
So White turns to his other check as a possi- from your path, even if this means giving the
ble beginning: 1. Ng6+. The pawn on h7 is
piece away. Think about queen checks and (a) If he plays Kg7, White can start an attack
their consequences. that eventually leads to mate with Ne8+; but
since that is hard to see, you might instead
White’s 1. Qf8+ can be met in two ways. (a) just observe that White can play the fork
Black can play KxQ. Now look for White’s Rxf7+, where his rook attacks Black’s king
next possible check and you find only one: and queen with protection from the knight on
Rh8#. (b) Or Black can reply to Qf8+ with d6. Black has to play QxR, then lose his
RxQ. But now both obstacles to Anastasia’s queen to NxQ.
mate have been removed: it's safe for White
to play Ne7, and the king has no flight (b) If Black instead replies to RxB+ with Kh7,
squares—so it’s mate. White again has the fork Rxf7+ (or, again, a
longer forced mate, but we are focusing for
now on forks).

(c) So assume Black instead replies to RxB+


with KxR, and read on....

Dg1079: White to move

Dg1079: White’s winning sequence here ties


together our present theme with the forks and
discoveries studied earlier. We will spend two
frames on it. White is confronted with serious Dg1080: White to move
trouble: a threat of mate on h2. The best de-
fense is a good offense; he wants to go after Dg1080: By stepping onto f8, Black’s king
Black’s king. When you undertake such an has just completed the three-piece kernel of a
attack you want to be conscious of nearby discovered check for White. The question is
mating patterns, but also of any other patterns what White should do with his knight. The
nearby—such as possible forks that might first choice is to use it as an aid to mate; but is
become possible if the king moves. Those mate within reach? Indeed, it is close by.
thoughts run in the background while you White plays Nf5+, which seems to take the
experiment with a check: Re8+. Black has knight far from Black’s king but seals off e7
two possible replies: Kh7 or the interposition and g7—trapping the king on its back rank
Bf8. Kh7 puts the king in line with the loose and preparing for a form of Anastasia’s mate.
rook on c2, and so allows White to win the In reply to the check from White’s queen the
rook with the fork Qd3+. It's an easy point if king has to move (it is futile for Black to in-
you remember to notice any loose pieces on terpose his queen on d6):
the board.
If the king goes to e8, White mates imme-
That actually is Black’s best option. To see diately with Ng7. See how the rook on d1
why, let’s assume Black instead plays 1. plays a key role in sealing off the d-file.
...Bf8. Now White continues with his checks:
RxB+. Again Black must choose, this time If the king instead goes to g8, White plays
between moving his king to h7 or g7 or play- Qf8+. This pretty much requires KxQ, drag-
ing KxR: ging the king back to f8 and away from any
possible flight square on the h-file. White
then clinches the mate on the back rank with
Rd8#.

If you are at a level of play where these mate-


rials are helpful, the sequence illustrated in
these last two diagrams probably will have
been challenging. It is worth playing over
until it is clear. Again, the actual payoff if the
whole thing is seen by your opponent will be
something less than mate; Black will subject
himself to one of those forks rather than the
mate that comes if he avoids them. Dg1082

6.2.09. The knight protects the rook; the knight also


The Arabian Mate. covers a pair of squares the rook can’t guard
(h7 and g8 in this case), while the rook covers
squares of a color the knight can’t reach (f8,
h8, and g7). In this frame the pawn on g5
chips in as well.

Notice again the diagonal relationship be-


tween White’s knight and Black’s king—a
signal to try to get a heavy piece onto a square
the knight protects, as White has done here.

Dg1083: Now for a look at some ways the


Arabian mating pattern can come into exis-
Dg1081 tence. The most common square for White’s
knight in this pattern usually is f6 (or, for
Dg1081: The Arabian mate dates back to at Black, the equivalent square: f3). When the
least the 1400s and probably much earlier; the circumstances are right, the knight’s move to
three pieces involved in it have moved the that square itself can push the king onto h8
same way since well before that time. The and in position to be mated.
mate, pictured here in skeletal fashion, works
equally well if White’s rook is on g8 rather
than h7. Either way the rook takes care of the
squares on the long diagonal while the knight
covers the king’s flight squares of the oppo-
site color. The signature of the pattern is a
diagonal relationship between your knight and
your opponent’s king, with or without an
empty square between them. Then a heavy
piece is added to one of the squares your
knight covers.

Dg1082: The Arabian pattern also can be ex- Dg1083: White to move
ecuted away from the side of the board, or
with the rook underneath the king, or with the In this case White thus plays Nf6+; Black is
knight flush against it—all shown here. The forced to reply Kh8 since the g-file is off lim-
point is to take advantage of the complemen- its to his king. White then mates with RxR#.
tary relationship between a knight and rook.
tionship to White’s knight. This signals the
possibility of the Arabian mate if White can
give check with a heavy piece on a square
next to the king that the knight protects—as
he then can with Rf8# or Rh8# (depending
which way Black’s king has fled). Notice the
side features needed to make the idea work
here: protection for the knight, and a pawn on
g7 to constrain the king’s range of motion.
Without those elements the mate fails. The
pawn on h6, on the other hand, is unneces-
Dg1084: White to move sary.

Dg1084: When you have a knight in the


king’s vicinity, make a point of thinking
about whether and how it might participate in
a mating idea. In this case the important clue
to the position again is the knight’s position
on f6, diagonal to the Black king; this is a
signature position for the Arabian mate,
which will be complete if White can get a
heavy piece onto either of the squares the
knight attacks next to the king: h7 or g8.
White has a queen and rook available on ad-
jacent files. How to proceed? Perhaps you can Dg1086: White to move
sacrifice one of your heavy pieces in a way
that allows the other to reach a mating square. Dg1086: We know from our work on Anasta-
Experiment with both possibilities. 1. RxR, sia’s mate that the f5 and d5 squares, among
KxR isn’t optimal; it gives the king too much others, can be strong positions for a knight
room to run. 1. Qxh7+, however, is direct and because from there it can jump to e7. Now
effective. It requires Black to play RxQ, and you can see that e4 and g4 also can be strong
then the path is clear for White to play Rg8#. positions because from there a knight can
jump to f6—a classic post on which it can
help execute the Arabian mate. Of course the
f6 square has to be safe and other conditions
must be met as well; which squares really are
best for your knight naturally depends on how
the rest of the board is configured. Anyhow,
here you observe that f6 is open for the
knight; that Nf6 will force the king to h8; that
this will create the diagonal knight-and-king
kernel of the Arabian mating pattern; and that
then you have a rook on c7 ready to jump to
h7 and mate—except that h7 is protected by
Dg1085: White to move the bishop on g6. The remedy is simple: a
capture of the guard with 1. QxB+, requiring
Dg1085: Here White’s immediate prospects the reply h7xQ. Now the mate plays itself. 2.
for mate may look dim at first glance; of Nf6+, Kh8; 3. Rxh7#.
course he can check on the back rank with
Re8, but then the king has unguarded flight
squares on h7 and especially f7 (and then f6,
etc.). But observe that moving the king to
either f7 or h7 will place it in a diagonal rela-
back onto h2 the position becomes easy: 3.
…Nf3+, 4. Kh1, RxR#.

Dg1087: Black to move

Dg1087: Examine the White king’s position


and the Black pieces that can be used against Dg1088: White to move
it. You have two rooks and a knight and
therefore are looking for a way to coordinate Dg1088: The position of Black’s king looks
two of those pieces in a mating crossfire. knotty, but this shouldn't cause you to over-
There is no way to mate just with the rooks look the fact that White (despite facing a mate
(experiment and see for yourself), so look for threat from Black) has half of an Arabian
a way to involve your knight. From its current mate in place: Black’s king is on the next di-
post on h4 the knight can reach f3—and this agonal square from White’s knight, and the
signals the possibility of an Arabian mate. knight is protected; and h6 is sealed off as a
Indeed, if you did not have a rook already on flight square by the pawn on g5. If White
f3 this position would be structurally the same could get a heavy piece onto g8, he would
as one of the skeletal positions we saw a few mate. That doesn’t seem feasible, but perhaps
moments ago: Nf3+ would push White’s king you can make it so; it’s an idea that can moti-
to h1; then you would mate with RxR. vate your experiments. White has two heavy
pieces at hand: his queen and his rook. This is
So what should be done with the rook now on more than he needs to finish the pattern, so
f3? You really just want it gone, but moving it the queen can be sacrificed if necessary. What
away without check loses the initiative and happens if he starts with QxR+? KxQ is the
allows White to escape the mate threat. You forced response. Since the knight on f6 guards
therefore get rid of it with checks: 1. …Rf2+, e8 as well as g8, White can now safely play
2. Kh1 (if Black instead interposes with Rg2, Re8+—forcing Black’s king back to g7, its
then White mates with Rg8xR+ followed by original square. And now that the rook once
Rf1#), Rh2+; 3. KxR. The resulting position on f8 is off the board, White has Rg8#.
looks the same as the one pictured except that
the f3 rook is off the board. By working sole- Notice the rough similarities between this
ly with checks you have stayed in control of position and the previous one. White sees the
the action, and the nifty sacrifice at the end knight-and-king kernel that suggests a possi-
brings the king back to h2—so that now it can ble Arabian mate. One of his own pieces—
be checked again with Nf3+. Giving check here, his queen—is in his own way, so he
with this move is critical, and was part of the sacrifices it with check. Then he plays another
point of what went before: after the first check to push the king back to its original
Black move described a moment ago (Rf2+) square; then at last comes the completed
the rook had been cleared from f3, which was mate. This idea of pushing and pulling the
one of your goals; but this wasn’t enough king, with checks and perhaps with sacrifices,
because your next move, Nf3, would not then is a useful way to get a heavy piece where
have been a check, and White could have you want it while keeping the key elements of
played RxRg8+. With White’s king forced the pattern intact.
comes more potent as you learn more differ-
ent ways to threaten mate. In this case White
wins material if he recognizes that one of the
checks he can give, Re8+, is a mating threat.
The key to realizing this is a knowledge of the
Arabian mate.

6.2.10.
Blackburne's Mate and Kindred Spirits.

Dg1089: White to move

Dg1089: At first this position is unlikely to


stir thoughts of the Arabian mate; White’s
knight isn’t on f6 and the king isn’t diagonal
to it. The key point to see, though, is that it
quickly could become an Arabian mating pat-
tern if Black's king could be forced onto f7 or
h7 by a heavy White piece (a) dropped onto
the back rank to force the king to one of those
squares, and then (b) moved to f8 or h8 to Dg1090
complete the mate.
Dg1090: We have seen that a knight and bi-
Hopefully you would see this much for your- shop, or knight and rook, can create pressures
self by now and finish the mate easily if similar to what a bishop and rook can create.
Black's queen were off the board. But instead Sometimes a pair of bishops can be enough to
the queen currently guards the back rank and do the job, too. Consider the position to the
meets Re8 with QxR, apparently spoiling the left, where Black is mated. White has a bi-
pattern. Everything depends on how you think shop controlling the long diagonal and bear-
about this obstacle. The temptation is to con- ing down on h8. The king’s only flight square
clude that there's no usable mating idea here is g8. We know that it can be sealed off by
because Black's queen is so well-placed. The putting a heavy piece on the g-file if the file is
winning train of thought turns that point open; that is Morphy’s mate. We also know
around: because Black's queen is separating that a knight on h6 can get it done. Now add
you from mate, it is stuck on the back rank another method to the catalogue: a bishop
and you can attack it with an unusual sense of aimed at g8 once the f-pawn has stepped for-
comfort. How? Hit it with a fork: 1. Qb3+. If ward. In a sense this mating idea combines
Black plays QxQ, his queen has abandoned its Morphy’s mate with Greco’s, since the first
defensive responsibilities and White has 2. uses a bishop attack against h8 and the second
Re8+, Kf7; 3. Rf8# (it seems surprising that uses a bishop attack against g8.
Black’s king has no flight squares, but there it
is). If Black instead replies to Qb3+ by mov- Dg1091: As usual, a sacrifice typically will be
ing his king, White has QxQ—and if Black needed to create the conditions for the pattern.
then thinks about Rh2+ in an effort to create The queen often is the ideal tool for the pur-
trouble with his rooks, White has QxR. pose because it can make threats of its own so
great that the offer to sacrifice it cannot be
Really this all is an application of principles turned down; or rather it's mate either way. In
we considered in the section on removing the this case Black has two pawns cluttering the
guard: if an enemy piece prevents you from long diagonal, which at first glance look de-
mating, think of it as a target that may be es- moralizing.
pecially vulnerable. This idea naturally be-
Dg1091: White to move Dg1093: White to move

But White wipes them out with Qxf6; this Dg1093: Here is a typical sacrifice to bring
creates a battery on the long diagonal and about Blackburne’s mate. White has control
threatens mate with Qxg7. Black may feel over the long diagonal and a knight on g5. He
obliged to play g7xQ, the provocation of can’t open the g-file for a heavy piece (Mor-
which was White’s purpose—for now he has phy’s mate), and he can’t get a heavy piece
Bxf6#. down onto h8 (our first theme in this chapter,
associated with Anderssen). But there is
another way to take advantage of the c3 bi-
shop’s powers, and that is to get the light-
squared bishop to h7. The g6 pawn must be
pulled out of the way, so naturally White
takes what it protects: 1. Qxh5, requiring
g6xQ to avoid mate with Qh7 or Qh8—but
now 2. Bh7 mates anyway. The signatures of
the idea are the two bishops raking the king’s
position and the White knight stationed on g5.
The dark-squared bishop and the knight al-
most are enough by themselves to mate; only
Dg1092 g8 is left open by them, which is why the
king’s bishop must be added.
Dg1092: In the last two diagrams the Black
pawn on h7 played an important role, taking Dg1094: Here is a simple use of the two bi-
away a crucial flight square for Black’s king. shops to mate. Those are White’s only pieces,
If h7 is open, merely hitting h8 and g8 with so work toward arranging them to mate one
bishops won’t work; the king escapes. But by one. First comes Be6, so that the light-
then there is the alternative pictured here squared bishop cuts off g8; now the king is
where Black again is mated. As before, highly vulnerable along the long dark diagon-
White’s dark-squared bishop has a clean shot al. The move wasn’t a check, but since White
at h8. This time g8 again is sealed off by the now threatens mate with Bd4 Black’s reply is
light-squared bishop, but from a different an- forced: he must protect the d4 square by play-
gle; and h7 in turn is sealed off by a knight ing Nb5 (his own bishop on c6 is not going to
from g5, which also protects the bishop. The be any help because it runs on the light
absence of pawns in front of the king gives it squares). This move does prevent mate via
more flight squares and so requires three Bd4, but now White just directs his bishop to
pieces to mate. (The general point: enemy a different square on the same diagonal by
flight squares require extra pieces.) This posi- playing Bh2 (preparing for Be5#).
tion is known as Blackburne’s mate, after the
same player we encountered earlier in the
chapter in the excerpt from the game Black-
burne-Schwartz.
noticed: 1. …Nf6. If White now tries to renew
his threat with BxN, it no longer works. Black
plays f7xB and White no longer mates; when
White plays his queen to e6, Black’s king can
escape to h7 where his knight used to sit.
(And if White tries Qh8, Black's king escapes
to f7.) White’s best procedure in this variation
is 1. Bxg6, Nf6; 2. Bh7+, Kg7; 3. Qg4+. This
produces the position diagrammed in the next
frame with Black about to move....

Dg1094: White to move

Black’s knight can’t defend e5 fast enough to


stop the mate. Notice, of course, the crucial
roles played by the pawns on the h-file. With-
out them, Black replies to White’s first move
by evacuating his king to h7 or g7.

Dg1096: Black to move

Dg1096: To repeat: we arrived at this position


by 1. Bxg6, Nf6; 2. Bh7+, Kg7; 3. Qg4+. It's
Black's turn to move. He will lose his queen
soon; can you see why? It’s because White’s
queen will be able to check her way to f6 and
threaten mate there, requiring Black to sacri-
Dg1095: White to move fice his queen to get rid of the bishop on e5.
But we're getting a little ahead of ourselves.
Dg1095: Here White has two bishops trained From the diagrammed position Black has to
on the Black king’s position; he has a queen play either KxB or Kh6 (if he plays Kh8,
nearby, too. Look at captures you can make White mates with Qg8; notice that the f6
and their consequences. One of them is Bxg6. knight would be pinned). Black’s most favor-
Black can’t ignore this, for now White is able line is 3. …Kh6; 4. Qf4+ (working with
poised to mate with his queen on h7. So sup- checks to control the situation), KxB (if Black
pose Black recaptures f7xB, and now look for starts with KxB he ends up here a move soon-
any checks that have become available. Qe6 er); 5. Qf5+, Kg8; 6. QxN, threatening mate,
— checkmate. and now 6. …QxB to prevent it; 7. QxQ fol-
lows, and White has a won game.
A little lesson: in addition to being used in a
sacrifice the queen also can fill the same role Dg1097: The sight of the two bishops both
usually assigned to one of the bishops in these aimed at the king’s position should be food
mates—and one of the bishops can be used to for thought even if one of them is blocked.
make the sacrifice more normally offered by Here you see that the c4 bishop is obstructed
the queen. by its own knight, which suggests the familiar
possibility of a discovered attack—perhaps a
After 1. Bxg6 we have been assuming that discovered check or even a double check.
Black would play the recapture f7xB. But he What tools does White have at hand to push
also has another, better reply that must be the position along?
them lightly; they might be removable, and
with a knight on g5 the possibility is impor-
tant to explore: If the bishop on b1 were on
h7, the game would be over. So White goes to
work with sacrifices to clear paths: first, 1.
Qxh5, gxh5 (to prevent Qxh7#). The g6 pawn
is out of the way; that leaves the knight on f5.
Again White clears it by making a threat—a
check—from a square the knight protects: 2.
Ng4-h6+, Nf5xN (again forced). Now only
the pawn on h7 is left, so White takes it out
Dg1097: White to move with his mating move: 3. Bxh7#. It's just
another study in the methodical removal of
The crucial piece is the rook on g1, which is obstacles to a mating pattern
poised to be forfeited to the cause. Thus 1.
Rxg6+: a classic rook sacrifice on the g-file Granted, all this merely is the sequence that
intended to pry open one of the adjacent files results from natural recaptures by Black; after
when Black recaptures. If Black plays h7xR, White’s original Qxh5 Black also can play
White mates in classic fashion with Qh8. If BxN, allowing QxB and thus sacrificing a
Black instead recaptures with f7xR, he has piece to disrupt the mating threat.
opened the diagonal leading to g8, so now
that double check with the knight works: in-
deed, Ne7 is mate.

So long as the king is stuck on those two


squares on the back rank, bishops running at
those squares can finish it. The special power
of the double check at the end of this se-
quence is that it prevents Black from thwart-
ing the mate with a capture or interposition.
The double check requires the king to move,
and it can’t.
Dg1099: Black to move
Dg1098: The first thing to see is the b2 bi-
shop’s clear line of attack against h8. Then Dg1099: The mating idea for Black is con-
see the other bishop on b1 also aimed at the cealed here; the clue that enables you to unra-
king’s position. vel the position is the rook on g8—not be-
cause it necessarily will help administer mate,
but because it gives you a natural way to open
the White king’s pawn cover. If you have a
way to take out the g2 pawn, as Black does
here, it calls for experimentation to see what
patterns might result. The thinking starts 1.
…Rxg2+. Since the rook then has protection
from the bishop on b7, it wouldn’t even be a
sacrifice; White would be forced to reply
Kh1. Now Black has the kernel of a discov-
ered check on the long diagonal. He could use
it to go after White’s queen with his rook, but
Dg1098: White to move focus on mate. Withdrawing the rook to g6
almost creates Morphy’s mate, but not quite:
All the obstructions on the b1-h7 diagonal
look discouraging, but don’t be deterred by
White interposes his bishop on e4 and Black’s (and the prior one) until the pattern flows vi-
threat is extinguished. sually in your mind’s eye.

So the better route now is for Black to consid-


er his other resources and how he might in-
volve them. He has two bishops aimed into
the White king’s corner and a knight available
as well—signals that Blackburne’s mate or
some other bishop-driven pattern may be
possible. If Black could get his knight to g4
then both bishops would have open lines; and
if the White king could be brought to h2, then
Black could move his knight to g4 not only
with a discovered check but with double
check. So Black plays the ingenious 2. Dg1101: Black to move
…Rh2+. If White moves his king to g1, Black
mates immediately with Rh1: a heavy piece in Dg1101: Let’s have another extended look at
the corner supported by a bishop. So White is how Blackburne’s mate can arise, this time
forced to play KxR. We arrive at the position from the game that gave the pattern its name.
in the next frame. Blackburne, playing the Black pieces, moved
his knight to g4. This threatens mate via Qxh2
and therefore forces White to push his h-pawn
to h3. Black doesn’t move his knight, though:
he keeps the initiative with Bxf2+. This seems
to invite White to play RxB, but not really;
for notice that with the knight on g4 the f2
square still is attacked twice. This means that
if White plays RxBf2, Black can reply
QxRf2+ and force White’s king to h1—and
then mate with Qf1. So instead White replies
to Bxf2 with Kh1. Now we reach the position
in the next frame...
Dg1100: Black to move
Dg1102: A mating pattern comes into view.
Dg1100: Black’s two rook moves have The bishop on f2 seals off g1, and Black’s
created this situation. Now comes the payoff, knight seals off h2; thus the dark squares
starting with 3. …Ng4++. Since it is double around White’s king all are accounted for, so
check White cannot capture and must instead an attack on the long diagonal would have
move his king to g1—its only square. Every- lethal potential. The g2 pawn can be pulled
thing is in place for the denouement: Bh2#. off that diagonal with a simple queen sacrifice
on h3. If Black’s light-squared bishop were
The most valuable thing to study in this posi- available, the idea would be complete. Unfor-
tion is the arrangement of bishops and knight tunately it’s way back on c8. But then you see
in Black’s position. Neither the dark-squared that the bishop might be moved without a loss
bishop nor the knight are in the pattern for of time because it will unmask a discovered
Blackburne’s mate, but they are in a position attack against White’s queen. Thus Black
to reach that pattern; they can be scrambled plays Bf5.
into place in two moves if the White king is
forced to cooperate (which is where Black's
rook comes in). Go over the movements of
the Black knight and bishop in this diagram
pieces or by pieces of yours like White’s rook
on e1, which stops the king here from escap-
ing onto the e-file.

Dg1102: Black to move

This move puts White into deep trouble. His


natural move—indeed, his only move that
does not lose his queen—is QxR. But then Dg1104:
Black mates in two strokes: Qxh3+, requiring
White to reply g2xQ; and then Bxe4#. This Dg1104: We started in the prior frame with an
was how Blackburne in fact ended the game. example on the kingside because that makes it
White's better reply to Bf5 would be d2-d3 or easier to understand the relationship between
Qxh7+. These moves lose White’s queen but Boden’s mate and the others we have seen.
forestall mate. But Boden’s mate is more common when a
player castles on the queenside as shown here.
6.2.11. The reason is that after queenside castling the
Boden's Mate. king is left three squares from the side of the
board with a rook blocking d8, putting part of
the pattern for Boden’s mate already in place.
Kingside castling leaves the king two squares
from the edge, so it must be moved over for
the pattern to work, and then the e-file has to
blocked off. It takes more time and effort—
whereas in the pictured position White's bi-
shops are able to achieve checkmate with no
help from any other White pieces.

Dg1105: Boden’s mate most characteristically


arises with a queen sacrifice on c6 to pull the
Dg1103: b7 pawn out of the way and open the diagonal
needed to mate. Thus Black’s king appears to
Dg1103: We continue with mating patterns have a snug position here but is finished in
that employ the two bishops. As shown in the two moves: 1. Qxc6+, and now the reply
diagram on the left (where Black is mated), b7xQ is forced; then 2. Ba6#. As often is the
Boden's mate is similar to Blackburne’s mate case, the best clue to seeing this mating idea
but moved and reversed a bit: either way one is a pawn in front of the king that has stepped
bishop cuts off the king’s flight squares while forward, opening a diagonal into the king’s
the other then stabs at it along a diagonal. sanctuary. Once you have a bishop aimed
And notice that in both mates the king must through the hole created by the c-pawn’s ad-
be prevented from retreating away from the vance, notice how constrained the king be-
scene of the crossfire. In Blackburne’s mate comes:
this function is served by the side of the board
because the king is on h8. In Boden’s mate
the function is served either by Black’s own
If it wasn’t clear at first, in retrospect you can
see that two of the elements of the mate were
in place from the outset, and that the Black
pawn’s advance to d5 amounts to a discov-
ered mate threat: Black suddenly is a short
forced sequence away from winning if White
does nothing to address the threat. White’s
best option would have been Rd1-e1, creating
a flight square for his king. This saves the
game but of course enables Black to win a
piece with d5xB.
Dg1105: White to move

its only available move is a diagonal step to


b7; and that means an attack along that di-
agonal—as with a bishop on a6—can mate.
So your task becomes the removal of the b7
pawn, etc.

Dg1107: White to move

Dg1107: We have seen the standard queen


sacrifice to create Boden’s mate. Here the
route to the result is a little trickier. Again we
see White’s dark-squared bishop with a clear
path to b8, and a king that is trapped with no
Dg1106: Black to move flight squares in the other direction; but to
take advantage of this in Boden’s fashion
Dg1106: Start by examining White’s king and White would need to move the b7 pawn and
you see that it is hemmed in by the bishop on then follow up with his other bishop on a6.
f5 (and by the White pieces on d1 and d2). It Notice the impediments to that pattern here:
has no flight squares, so an attack against it Black’s knight guards a6, and his pawn on b7
from a3 would mate. The possibility of such isn’t guarding anything White can take. But
an attack may seem remote, but notice that remember that a threat on a square guarded by
Black has his queen aimed at the pawn on c3; a pawn can be as effective as a capture there.
if that pawn gets taken, the b2 pawn will have Thus White begins 1. Rc6+. Like a capture of
to recapture and the diagonal leading toward a pawn on c6, this requires Black to play
the king from a3 will be open. The other b7xR. The other problem still remains: the
problem is that Black’s dark-squared bishop knight on b4 guards a6. So White makes use
is back on its original position—f8—with a of a similar principle again, playing 2.
pawn on d6 blocking its path to the White Qxc6+—and this time requiring NxQ. Now
king’s territory. But this naturally suggests Ba6 mates.
moving the pawn forward with 1. …d6-d5,
attacking White’s bishop. White plays 2. Black instead can make the first capture with
Bxd5, apparently taking a pawn for nothing— his knight and the second with his b7 pawn; it
and now Black lowers the boom with 2. doesn’t matter. The important point is to see
…Qxc3+; 3. b2xQ, Ba3#. This was the cli- how the two guards of a6 are drawn out of the
max of MacDonnell-Boden (1869), the game
that gave Boden’s mate its name.
way by successive threats—and sacrifices—
on another square they both protect: c6.

Dg1109: White to move

The point is just that the bishops need elbow


Dg1108: White to move room to be able to attack the king from two
angles. Here the first clue to spot is the telltale
Dg1108: White has some of the elements of attack by White’s a3 bishop against the di-
Boden’s mate in place. There is the bishop’s agonal running past Black’s king. The king
attack on the dark square in front of Black’s has nowhere it can go; so if an attack along
king, which otherwise is trapped by his own the h5-e8 diagonal could be added, White
pieces; and White has a queen ready to play might mate. There's a pawn in the way on f7,
QxQ, drawing the b7 pawn forward to open but it can be cleared in the usual fashion by
the other diagonal. The problem this time is taking the pawn it protects with a threat and
that White’s own knight blocks his bishop’s sacrifice: 1. Qxe6+, and now f7xQ is forced;
path to a6. The natural idea is to vacate then White mates with Bg6.
White's knight from b5 in a violent manner
that holds the initiative—preferably a check. This position illustrates the value of castling.
1. Nd6+ is a blunder, as after 1. …BxN the As we have seen countless times, a mating
White bishop’s path to b8 no longer is clear. attack on the castled king generally requires
Correct is 1. Nxa7+, which requires the reply one of the pawns in front of the king to have
BxN. The finale is the normal 2. QxQ+, stepped forward (unless it is a back rank mate,
b7xQ; Ba6#. but that's another story). But when your king
is uncastled the pawn in front of it and the
Notice the importance of the order of opera- pawn on the next file—the d-pawn and the e-
tions: if White starts with QxQ expecting to pawn—routinely will have stepped forward
play Nxa7 next, it will be too late; for the first because that is the most natural way for your
exchange gives Black's king a flight square bishops to enter the game. So a failure to cas-
when White gives check with his knight. This tle means your opponent is likely to have
mate, like many others, depends on keeping open diagonals leading toward your king, at
the king’s range of motion under tight control, least until it moves. There are other reasons to
with important assistance often furnished by castle, too—principally that it brings your
his own pieces as they help block the king rook into the game; and occasionally the
into its position. Be careful about moves to set board will present such irresistible opportuni-
up mate that inadvertently give the king ties early that castling is best postponed or
breathing room. skipped. But in the most games, castling dur-
ing your first eight moves or so is the best
Dg1109: As we saw at the outset of this sec- policy. (In this case Black’s lack of a dark-
tion, Boden’s mate need not occur on the squared bishop hurts, too.)
queenside; it also can arise against a king cas-
tled on the kingside or—as here—not castled
at all.
make a threat or capture on f3 that forces the
g2 pawn to capture. To apply the logic here:
White guards the pawn on f3 not just with his
pawn on g2 but also with his bishop on d5;
yet Black also has two attackers trained on the
square, and so can force open g2 thusly: 1.
…Rxf3+, 2. BxR, RxB+; 3. g2xR, Bh3#.

Dg1110: White to move

Dg1110: Now for an application on the king-


side. White’s bishop on b3 seals off f7 and g8,
and White has a battery of queen and rook
aimed at e8. Yet he can’t quite mate with
these forces because Black protects e8 three
times. The solution is to involve White's least
conspicuous piece: the bishop on d2, which Dg1112: White to move
can reach h6 in one step. White just needs to
clear the diagonal from h6 to the Black king’s Dg1112: The prospects for mate here aren't
square, and this he can do with his queen by obvious. But when you have two bishops
playing the familiar QxN+. Black is forced to ready to attack, as White does, be mindful of
reply g7xQ (the king still has no flight patterns that take advantage of them. The first
squares). Now Bh6 mates. Normally in Bo- two checks to try should come naturally: 1.
den’s mate the two bishops are able to apply Rh3+, using the open file and forcing the king
unbearable pressure against the king because to g8; then 2. Be6+, aiming one of the bishops
the king is prevented from retreating by a wall into the king’s position from a safe square and
of its own pieces. Here the “wall” is created forcing it to f8. Okay, but now what? Think
by the rook on e1, which keeps the king east about the position the king then would have:
of the e-file. its back would be against the wall on the e-
file, and the e6 bishop would cut off the light
squares around it. It’s a setup for Boden’s
mate, coming at the king along the dark di-
agonal leading from h6. The idea is obscured
by the pawn on g7, but by now you know
what to do about it: 3. Qxf6+, g7xQ; and then
4. Bh6#.

6.2.12.
The Greek Gift (generally)

White's sacrifice of a bishop on h7, some-


Dg1111: Black to move times known as the "Greek gift," can begin a
common, important, and complex set of mat-
Dg1111: You want to notice pressure of the ing concepts. The elements of the mate gener-
sort that Black's b6 bishop applies every time ally involve three core pieces: a bishop, a
it occurs: it cuts off the dark squares in front knight, and a queen. The basic idea, starting
of White’s king, which is walled in on the from the diagram, goes 1. Bxh7+, KxB; 2.
other side by its own pieces. Pressure added Ng5+, Kg8; 3. Qh5 and then 4. Qh7#, where
on the diagonal from h3 would mate; and to the queen mates with support from the same
open the diagonal for that purpose we can
knight that drove back the king on the second aimed at h7; a knight on f3, able to attack the
move. This is the ideal form; in practice the seventh rank in one move; and a queen able to
pattern can be complicated in several ways. get to the h-file in one move. (These are
On his second move Black can play his king common positions for those three pieces,
to g6 or h6 instead of g8. Or Black may be which is why this mating idea arises a lot.)
able to capture the knight on g5. Or after But the g5 square is guarded by Black’s
White’s third move (Qh5) Black’s king may queen; that means the mating idea won’t
be able to scurry off along the back rank. Or work—but that Black will have to pay to
Black may be able to decline the sacrifice in avoid it:
the first place, responding to Bxh7 with Kh8.

Dg1114: White to move


Dg1113: White to move
1. Bxh7+, KxB; 2. Ng5+, Kg8; 3. Qh5, QxN;
Dg1113: Then there also are some chances for 4. QxQ. (White’s second and third moves can
variety on White’s side: instead of Ng5 he can be reversed without consequence.) White
follow up on the bishop sacrifice with Qh5 wins a queen and a pawn for a bishop and a
right away or some other action on the h-file. knight.
The result of all this may be mate, or it may
be a gain of material the enemy sacrifices to Notice that if Black starts with a bishop be-
avoid mate. Or it may just be the pawn on h7 hind his queen on d8 (or with the queen be-
when your opponent declines the sacrifice. hind the bishop—it doesn’t matter for these
purposes), the sequence no longer works for
As this description suggests, the mating ideas White: g5 then is attacked twice but guarded
we will consider here differ from those we by White only once. But then if White had his
have seen before; they tend to involve more h-pawn advanced to h4 it would work again
different issues to worry about, and can be- after all, because White’s knight then would
come quite involved. To catalogue all these have an inexpensive second layer of protec-
variations, and the variations within them, tion against Black’s two more valuable at-
would take too much space for our modest tackers.
purposes, so in this section (and two more that
follow) we will just look at the basic ideas Dg1115: Now let's introduce a little com-
behind them. The pattern arises often, so fa- plexity. Sometimes, as here, f8 will be open
miliarity with its key ideas is useful. or Black will have time to open it by moving
his rook after White plays his queen to the h-
Dg1114: It often will happen that Black has a file. This gives the king room to flee first to f8
piece defending g5 and ready to take your and then to e7. Where this is possible you
knight if it lands there. In that case you still must satisfy yourself that you can hunt the
may be able to use the Bxh7+ sacrifice to a king down before making the initial sacrifice.
force a sacrifice by your opponent on g5 to The diagram presents a simple example—a
stop your mate threat. Here White has the key skeleton of the position that can arise after the
elements of the pattern in place: a bishop first three moves for each side.
king more room. Thus if Black’s queen were
on c8 rather than d8 the mating sequence no
longer would work, because then after Qxg7+
Black has Kd8. The details of these condi-
tions may seem numerous and perplexing, but
in practice you simply visualize your queen’s
pursuit of the king’s path to see whether you
can nail it in something like the manner de-
scribed above. A pawn on e5 tends to be very
important, both to prevent the king from es-
caping to d6 and to prevent Black from mov-
Dg1115: White to move ing a knight to f6 so that it can protect h7.

If White now plays Qh7+, he blunders away


his attack; Black’s king moves to f8 and then
escapes to e7. The correct sequence for White
here is Qxf7+, Kh8; then QxR#. This idea—
starting with Qxf7 rather than Qh7—turns out
to be pretty common, so it's important to un-
derstand.

Dg1117: White to move

Dg1117: Start by observing that White has the


makings of the Greek gift sacrifice and fol-
low-up. Assume play goes 1. Bxh7+, KxB; 2.
Ng5+, Kg8; 3. Qh5 (later we will consider
other possibilities). All right; now what? You
might be looking here to win Black’s queen
Dg1116: White to move (plus a pawn) for your knight and bishop after
he plays QxNg5, but before you can expect
Dg1116: Usually the precise pattern we have that sacrifice from your opponent you have to
been studying isn’t available because Black know that without it you have mate. Black’s
has resources on the back rank (here his best move other than QxN would be 3.
queen) that prevent White from finishing with …Re8, making room for his king to flee after
the simple Qe8. But White still mates in this White plays Qh7+. So study the position and
position, and again the secret is to start at f7 see whether you will be able to pin down the
rather than h7, taking advantage of the g5 king or whether it will escape from there. The
knight’s ability to support attacks on both answer is that you will be able to mate using
squares. 1. Qxf7+, Kh8; 2. Qh5+, Kg8—and the sequence described in skeletal form in the
now the position has been reset but with the previous frame. Again, you start by taking the
f7 pawn off the board. That’s important, for it queen to f7, not h7: 4. Qxf7+, Kh8; 5. Qh5+,
allows 3. Qh7+, Kf8; 4. Qh8+, Ke7; 5. Kg8; 6. Qh7+, Kf8; 7. Qh8+, Ke7; 8. Qxg7#.
Qxg7#. The mate of the king on e7 looks sur-
prising, but White’s pawn and knight seal off The point: White does threaten mate here, so
all of the king’s flight squares on the sixth Black will need to sacrifice his queen with
rank. QxN to stop him.

This mate, like any that depends on confining


the king, is sensitive to changes that give the
With a little practice you should be able to and sometimes Black just gets away with it.
picture all this from the starting position You have to assess the facts on the board.
shown here; and when you do, you can con- Your goal in these next studies is get a sense
gratulate yourself for being able to see eight of the resources you have available against a
moves ahead. It isn’t so difficult when you are king that ventures out to g6—the types of
working with a familiar pattern. Notice again attacking ideas that become possible. The
the key roles played by the pawn on e5 and general ideas are these: (a) bringing your
the queen on d8. Without those pieces in queen closer to the exposed king; (b) forcing
place you still might be able to eventually the king into a discovered check unmasked by
hunt down the king or collect material, but the your knight on g5—and then possibly using
immediate quest for mate fails. your knight as a forking threat; and (c) ad-
vancing your h-pawn, g-pawn, or f-pawn to
6.2.13. close off the king’s flight squares and support
The Greek Gift The King Goes to g6. more mating threats.

The position diagrammed to the left started


the same as another seen a few moments ago,
then took a different turn. Assume play went
1. Bxh7+, KxB; 2. Ng5+, Kg6, bringing us to
the current frame. White wants to get his
queen into the picture; the combination of a
queen and a protected knight will give him
various ways to threaten mate in the sector
where Black’s king has wandered. It’s best to
introduce the queen with check to keep con-
trol over the position, so White plays Qd3+.
Dg1118: White to move Black now gets mated, but the tools White
uses may seem a little surprising at first:
Dg1118: Before we continue, patient reader,
let me ask you to ignore the king on g8; one (a) If Black replies to Qd3+ with Kh6, White
Black king (the one on g6) is quite enough. plays 2. Qh7#.
The diagram will be fixed eventually.
(b) If Black replies to Qd3+ with Kh5, White
Moving along, then, there are three main is- plays 2. g2-g4+—and will mate next move.
sues to worry about if the Bxh7 sacrifice For now (i) if Black moves his king to h6,
looks promising. The first and simplest is White has Nxf7#—discovered mate. (ii) If
whether the squares you need—particularly Black plays Kxg4, White mates with Qh3.
g5, and then h7—are available for your piec- (iii) If Black plays Kh4, White has Qg3#.
es. The second is whether the king will be Notice the crucial work done by the bishop on
able to flee along the back rank. We have c1. (After Black plays Kh5, White also can
seen both of those complications; a third, to mate by playing his queen to h3 with check;
which we now turn, is the possibility that after then, after Black's Kg6, White has Qh7#.)
taking your bishop (and being threatened by
Ng5+) the enemy king will step forward to g6 (c) Black’s best reply to Qd3+ is f7-f5, inter-
rather than back to g8. This is the most com- posing a pawn in front of White’s queen. But
plex variation on our current pattern, and it is since the f-pawn just jumped two squares
hard to generalize about its consequences. alongside White’s pawn on e6, White can
take Black’s pawn en passant: e5-f6+, disco-
Sometimes you still can achieve mate quickly vering check. If Black then plays Kxf6, White
if you have other pieces available to help; mates with Rxe6. If Black moves his king to
sometimes you can use the king’s highly ex- h5, White plays g2-g4 and mates as described
posed position to create other tactical shots; a moment ago.
As you can see, the mating ideas here are a bit
tricky. There are a half-dozen different ways
White might finish the game depending on the
choices Black makes, and they involve nets
that all have different shapes. If White makes
a false move, Black can escape—and a false
move is a real danger, because the ideas just
sketched aren't especially intuitive. Some in-
volve using the queen on a square the knight
protects; some involve combining those piec-
es with a pawn; one of them involves attack-
ing with the rook on e1. Dg1119: White to move

The general point is that once the king climbs Dg1119: The sequence here starts in standard
to g6, it's in danger in lots of different ways. fashion: 1. Bxh7+, Kxh7 (Black is better off
Sometimes its owner may be able to escape declining the sacrifice, but assume he accepts
without being mated or suffering material it); 2. Ng5+—and now suppose Black plays
losses, but careful play on the attacker's part Kg6. White has to add pressure fast, but how?
generally will yield one of those outcomes— The king’s move to g6 not only takes it out of
with emphasis on “generally.” Every position danger of being mated on the back rank; it
has to be considered on its merits. Study the also guards h5 and so prevents White from
attacking ideas presented here not because moving his queen there. The best bet usually
you necessarily will find them replicated in is to bring your queen in at g4 or d3 (and then
your games, but because they are the kinds of from d3 to g3); the idea is to get your queen
options that arise in this position. If you spend behind your knight and thus prepare a discov-
enough time with them now to make them ered check when your knight moves. Another
familiar, you will have an easier time spotting possibility is to use the h-pawn, as White does
related possibilities on the board. here with h4-h5+, creating the position that
follows in the next frame....
This raises a final question: how much confi-
dence must you have to play this pattern?
Normally you don't want to sacrifice a piece
unless you are certain where it will lead. But
as you get better you sometimes may make
sacrifices without being sure of the result be-
cause you know they produce in strong posi-
tions where you feel sure you can make gains.
These positions are examples: you may be
able to see that you can flush the king to g6,
and so play Bxh7 without being sure how the
game will play out. After studying the posi-
tion you might just know that with good play Dg1120: Black to move
your chances of either mating or making ma-
terial gains are strong; you might see a couple Dg1120: Black’s king can't capture the knight
of ways that can happen, and no clear way for or pawn because both are protected. He has to
your opponent to extinguish the danger. But move his king, and its only available squares
you nevertheless will be taking a risk, because are f5 and h6. (a) Kf5 results in the surprising
you can't see every possibility and you know mate g2-g4#. (b) Kh6 creates the kernel of a
the sacrifice isn't a sure thing. It makes for an discovered check, with White’s knight on g5
exciting game, anyway. now masking the c1 bishop’s path to the king.
White takes advantage with Nxf7++, winning
Black’s queen next move. As you know if you
have read the chapter on discovered attacks,
you want to pay careful attention whenever a
king moves; chances for discoveries some-
times arise unexpectedly.

Dg1122: White to move

Dg1122: And another thing: after 1. Bxh7,


KxB; 2. Ng5, BxN, 3. h4xB+ (discovered
Dg1121: Black to move check)—the main sequence considered in the
previous paragraph—Black doesn’t have to
Dg1121: Now let’s look at a couple of other play 3. …Kg8; he can instead reply by bring-
things that might have happened in the posi- ing his king out to g6, resulting in the position
tion just considered. After White plays 2. to the left. White mates in three moves, start-
Ng5+ (pictured), Black is not advised to re- ing with 4. Qh5+, Kf5 (forced). Then 5.
treat with Kg8; things are clogged on his back Qh3+, and now if Black plays his king to e4
rank, so White then would have 3. Qh5 and a White has Qf3#; if Black plays his king to g6
forced mate: 3. …BxN; 4. h5xB, f7-f5 (trying White has Qh7#.
to create an escape route); 5. g5-g6 (sealing
off f7), Qh4 (desperation—Black is out of These sequences are worth a good look. They
ideas); 6. QxQ, anything; 7. Qh8# (with sup- aren’t obvious, and tracing them through will
port from the rook on h1). give you a further feel for the types of possi-
bilities that can arise in this attacking pattern.
Another alternative for Black in the dia- Once the king is out in front of its pawns it
grammed position is BxN. This, too, results in very quickly can find itself in deep waters:
mate: 3. h4xB+ (discovered check), Kg8; 4. White’s pawns may greatly limit its mobility,
Qh5, f7-f5 (this now looks like the sequence and if White’s queen can move around with
in the previous paragraph: Black can’t stop protection (as it gets here from the rook on
the threat on the h-file); 5. g5-g6 (again, see h1), look out.
above), Qh4; 6. QxQ, anything; 7. Qh8#. No-
tice the crucial role played by the pawn that
starts on h4. It provides protection for the
knight; and when the knight gets taken the
pawn turns into a monster, moving off the h-
file to open it for the rook on h1 and then ad-
vancing up the g-file to seal in Black’s king.
If that pawn isn’t there—if it’s on, say, h2 at
the start of the position—then BxN is a suffi-
cient response for Black here and ends the
threat. Also crucial is White’s rook on h1. If it
isn’t there (perhaps because White has cas-
tled), then h4xB no longer is a discovered Dg1123: White to move
check and Black has a chance to dig out of
trouble. Dg1123: Here are some similar ideas. White
executed the usual bishop sacrifice on h7 and
then moved his knight to g5 with check;
Black replied by moving his king to g6.
White’s h-pawn is not yet advanced, but his been to give you a flavor of the various ideas
strongest move is to play it to h4. The point is that typically can come into play when the
not to protect the knight, which is in no im- pattern is triggered. There is a good deal more
mediate danger. The point is to play h4-h5+ to this mating idea than has been shown in
next turn. Notice that once Black’s king is on this introduction—more sub-patterns and de-
g6 its mobility becomes limited, so you may tails. If you are interested in pursuing it fur-
be able to get away with moves like this pawn ther, Vukovich’s The Art of Attack has the
push, which builds a threat without giving leading discussion.
check. At the same time, since you are not
giving check your opponent has more choices 6.2.14.
of reply, and those choices will affect how The Smothered Mate.
you can follow-up—which is why it is hard to
be precise about how to play these situations.
If Black is imprecise he can get mated here; if
he replies to h4-h5 with Kf5, for example, the
game ends with g2-g4# as seen a few mo-
ments ago.

If Black instead plays his king to h6, there are


several ways things can go; as usual, the best
we can do is suggest possibilities. White can
bring in his queen at g4, which usually is a
good practice before unleashing a discovered
check (with your bishop) by moving the Dg1124: White to move
knight from g5. Once that knight moves,
Black can retreat his king to h7 and then g8; Dg1124: Here is the idea behind the smo-
you want to keep the king stuck out in the thered mate in simplest form. Black’s king is
open for a move or two so you can rally more paralyzed on its square; White’s knight,
firepower to the scene. Having the queen which can exert its pressure through the wall
close by gives White lots of ways to threaten of pieces surrounding the king, delivers the
mate by combining it with the knight or bi- fatal blow Nf7#. In these patterns the king
shop or with a pawn. Once White then dis- typically is constrained in roughly this fashion
covers check by moving his knight, the knight by some combination of its fellow pieces and
becomes a possible forking threat; plus the h- the edge of the board.
pawn can be advanced to create mating
threats with the queen; etc.

To take a concrete variation, suppose that in


the pictured position White plays 1. h4 and
Black replies Qe8, removing his queen from
the danger of being forked by White’s knight
after Black has to move his king to h6. Sure
enough, 2. h4-h5+, Kh6 follows. Now 3. Qd3
(threatening Qh7#), Nf5 (interposing); 4. g2-
g4 (threatening Black's knight), f7-f6 (threat-
ening your knight); 5. Nxe6+ (discovering
check and attacking Black's rook), NxB (ex- Dg1125: White to move
tinguishing the check but losing the exchange
next move). Dg1125: Examination of your checks turns up
Nf7, which would be a smothered mate if f7
This position concludes our brief treatment of weren't guarded by the bishop on g6. So you
the h7 sacrifice. Again, its purpose has just turn your attention to the bishop and to
whether it might be captured or distracted. Dg1127: A classic route to the smothered
Notice that it also guards h7, where you have mate arises when you make a sacrifice on a
a second mating threat; in other words, the square next to the enemy king; the sacrifice
bishop is overworked. Your course is clear: requires your opponent to recapture there with
play one of the threats it guards against, then a different piece and seal his king onto its
the other: 1. Qxh7+, BxQ; and now 2. Nf7#. square. Thus in the diagrammed position
Black plays Qg1+. Since the queen has pro-
tection from its bishop on a7, White can’t
capture with his king; he is forced to play
RxQ. But now his king is trapped and is easy
prey: Nf2#.

Dg1126: Black to move

Dg1126: The natural move for Black is 1.


…Ng4—natural because it creates a mate
threat on h2 (when your queen attacks a
square next to the enemy king, adding another Dg1128: Black to move
attacker against that square is always some-
thing to consider). How will White respond? Dg1128: Greco published this idea in the ear-
His options are limited; he has to add protec- ly 1600s; it is more or less the same as the
tion to h2, and his only way of doing so is 2. previous position but one move earlier.
Qf4. This seems to successfully parry the Black’s most natural move to consider is the
threat against h2, so now what? Well, notice check 1. …Qxf2+, planting the queen safely
that the White king is sealed onto h1; this next to White’s king and driving it toward the
should provoke thoughts of a smothered mate. corner. The problem is that after White replies
White’s queen guards the mating square (f2), 2. Kh1, Black can’t safely play his queen to
but it also guards the mating square h2. So the back rank because White guards it heavi-
again it’s overworked, inviting you to play ly. So instead Black plays it there unsafely
one threat followed by the other: first comes with a charming sacrifice: 2. ...Qg1+, requir-
2. …Qxh2; 3. QxQ; then the smothered mate ing White to play RxQ or NxQ. Now White’s
3. …Nxf2. king again is confined and ready to be mated
with Nf2#.

Dg1129: Here is a particularly famous and


useful idea for achieving a smothered mate,
first offered in 1497 by Juan Ramirez Lucena
of Spain. White begins with 1. Qe6+, forcing
Black’s king back to h8. Now White’s knight
does a little dance: 2. Nf7+, Kg8; 3. Nh6++,
which discovers check by the queen and thus
keeps the knight safe on its new square. Black
is forced to play 3. …Kh8 (if he tries Kf8 he
gets mated right away with Qf7). Now: 4.
Dg1127: Black to move Qg8+, forcing 4. …RxQ—and Black’s king is
entombed in the corner. 5. Nf7 mates.
it would not have given check (and so would
have allowed White time for Qf8#). Instead
Black starts with 1. …Qc1+, the only function
of which is to force White’s rook down onto
the back rank so that 2. …Qe3 will give check
and control the action.

Dg1129: White to move

Notice two motifs worth mastering here: the


sacrifice of the queen on g8, forcing Black to
capture there and trap his own king; and the
use of the knight first to push the king into the
corner and then to give cover to the queen on
g8 (and thus prevent Black’s king from cap- Dg1131: Black to move
turing there itself).
Dg1131: The classic smothered mate involves
a king against the edge of the board sur-
rounded by its own pieces. But the same pat-
tern can arise when the empty squares around
the king are under attack and thus off-limits
as flight squares. Here is a simple study in the
principle. If Black starts with the implausible-
looking Qg1+, White has to reply RxQ (the
king can’t capture because the queen has pro-
tection from the rook on g6). But see that now
White’s king is invisibly smothered: its only
flight square, g2, is made off-limits by that
Dg1130: Black to move same Black rook. So now Black mates with
Nf2.
Dg1130: Now a nifty application of our cur-
rent concept. Black toys with 1. …Qc1+ and
sees that it's met with 2. Rf1. But then 2.
…Qe3 gives check, requiring White’s king to
move back to h1. (If White plays Rf2 instead
of Kh1, White mates with QxR+ and then
Qf1#.) This forcing of the king into the corner
is a standard idea for producing a smothered
mate; now we have reached the rough posi-
tion explained in the previous frame. Black
can mate by dancing his knight in the familiar
fashion: 3. …Nf2+; 4. Kg1, Nh3++; 5. Kh1,
and then comes the traditional sacrifice of the Dg1132: White to move
queen: 5. …Qg1+, RxQ (White's rook has
been sitting on f1 since White’s first move in Dg1132: On studying Black’s king you see
the sequence); 6. Nf2#. that it's sealed onto h8 by a combination of its
own pieces and the bishop you have on h6.
The interesting thing about the position is that This invites a smothering and you do have a
Black couldn't have started with Qe3 because knight in the vicinity for the purpose; but the
only available square for it is g6, which Black next. Naturally you worry about the recapture
guards. Often, however, there are two squares NxQ; but you don’t worry too much, because
a knight can use for a purpose like this; here then Nxc2 is mate—a mate of the invisible
the other one is f7. Too bad it’s occupied, but smothered variety, as White’s king appears to
then again the occupant is one of your own have plenty of open flight squares but in fact
pieces—so you can evacuate it with a threat: has none that are safe.
1. Qf6+, requiring the reply BxQ. Now 2. Nf7
mates. And of course you might as well have
seen this by just starting with the check 1.
Qf6+, seeing the reply BxQ, and then looking
for your next check and spotting Nf7#. It's
another case where the king is smothered in
part by pressure your pieces put on the
squares around it.

Dg1134: Black to move

White has other options but they, too, all end


in mate. Thus 1. …QxB+; 2. Kf2, Nf5+ (dis-
covering check by the bishop and covering
g3); 3. Be3 (interposing), QxB#. Or 2. Be3
(interposing), Nxc2+; 3. Kf2, Qxe3#. These
possibilities are worth some study, as they
Dg1133: White to move again require the ability to visualize how the
king’s movements are constrained by invisi-
Dg1133: Black’s king largely is boxed in; the ble lines of attack.
question is whether the burial can be made
complete. When White inspects his checks he
sees that Nh6 attacks not only the king but
also g8, while g6 would be attacked by his
queen and bishop. It’s very nearly a smo-
thered mate—except that White’s knight gets
taken by the bishop on g7. White has re-
course, naturally: he takes the bishop. Thus 1.
QxB, requiring 1. …NxQ; and now Nh6 still
mates because although White’s queen is off
the board, his bishop continues to seal off g6.

Dg1134: Here's a still more spectacular and Dg1135: White to move


demanding illustration of our current prin-
ciples. Notice all the firepower Black has Dg1135: Finally, observe how similar prin-
trained on the White king’s position: bishops ciples can be used to win material even where
aimed at it in criss-cross fashion, though one the mating idea fails. Black’s own bishop on
of the bishops has its path blocked by the f8 and pawn on f7 prevent his king from re-
knight on d4—a knight which, however, is treating to the east, just as would be true if the
poised to give check from c2. The hitch is that king were at the edge of board on h8. You see
c2 is guarded by the bishop on e4. An idea that your bishop cuts off the e7 and d8
comes into view: imagine capturing the e4 squares as well. This might seem to call for a
bishop with 1. …QxB+ and ask what happens smothered mate, so naturally you imagine
Nf6+ and Nc7+—and you see that neither of
them work. Nc7 fails because Black guards Bg4 (pinning White’s knight to his queen); 4.
the square with his queen. Nc3, g7-g6. Black’s attempt to pin White’s
knight to his queen is not very clever, in part
The important question is how your train of because White can play h2-h3 to force Black
thought runs from here. Don’t give upon ob- to either retreat the bishop or capture the
serving that Black can extinguish the mate knight and wasting time in either event. Any-
threat. Reflect instead on how urgent it is for way, with the moves that followed the pin
Black to keep his queen trained on c7. This Black created an additional problem: White
means the queen is vulnerable; it can’t afford won’t mind playing 5. Nxe5 and losing his
to move much. So the next impulse should be queen, since after 5. …BxQ White has 6.
to menace Black’s queen, and this you can do Bxf7+, Ke7; 7. Nd5#. (After White’s 5. Nxe5,
ostentatiously with 1. Qb5. Notice what a fix Black’s best bet was to forget about winning
this creates for Black. If he plays QxQ, he White’s queen and play d6xN, allowing QxB
gets mated by Nc7. Nor can he move his and losing a pawn.) The end result is shown
queen to safety on White’s side of the board. in the next frame.
He has to keep the queen on a square from
which it can protect c7, and there turns out to
be no such square that is safe. His best play is
1. …Qd8; 2. BxQ, RxB, and White has won a
queen for a bishop with another pawn capture
or two still to come..

It all starts by seeing the idea of the smo-


thered mate—and then not being deterred by
the inability to make it work. Mating ideas
that don’t work can be useful and powerful;
the trick is to study the reasons they don’t
work and ask whether you can exploit the Dg1137: Black is mated
vulnerabilities they create. Sometimes a piece
that foils a mating threat is vulnerable in Dg1137: See how the knights and bishop are
something like the way a pinned piece would coordinated; consider the work they are doing
be. one piece at a time. The e5 knight seals off
the squares on either side of the king. The
6.2.15. bishop takes care of the squares behind and in
Legall's Mate and Pseudo-Sacrifice. front of it; and then the knight on d5 attacks
the king’s current square and f6. This quick
mate in the opening moves is unlikely to oc-
cur in your games, but the idea it represents is
common: a knight jumping out of a relative
pin, appearing to sacrifice the queen behind
it—but then creating a mate threat that wins
material (as described at the end of the pre-
vious frame). This is generally known as Le-
gall’s pseudo-sacrifice.

Notice that a dark-squared White bishop on,


say, g5 can perform the same function as the
Dg1136: White to move d5 knight in the pattern shown here, attacking
both the Black king and the f6 square. It
Dg1136: Legall’s mate arises in its most fa- wouldn’t quite work here because Black
miliar form in this position, where the game could interpose his knight on f6 to block the
begins 1. e2-e4, e7-e5; 2. Nf3, d7-d6; 3. Bc4, check; BxN+ would then be unsafe (we're
assuming White’s d5 knight is off the board). ing his queen on d7. White takes it with his
But in cases where the king’s knight is off the bishop and gives check with it at the same
board or out of position, it sometimes is poss- time. (He could take it with his knight instead,
ible to achieve the same effect seen here with but it wouldn't give check and wouldn't work
two bishops and a knight instead of two as well afterwards for reasons we will see in a
knights and a bishop. moment.) As an exercise, let me invite you to
consider what happens next (after White has
played BxQd7+).

Done? All right: Black can't recapture on d7


with his king because the square is guarded
by White's knight from e5. He has to play
Kd8. Now White has Nxf7+. It leaves his
bishop unguarded, but that's okay; for the
move forks Black's king and rook. Black goes
ahead with the capture KxB; it's the best he
can do. And now does White strike with NxR,
carrying out the other end of the fork? No, not
Dg1138: Black to move quite yet. He doesn't need to do it yet, because
the rook is smothered on h7; it isn't going
Dg1138: White recently played Ne2, a sus- anywhere. Instead White takes the opportu-
pect move since it boxes in his f1 bishop; and nity to play KxB back at the other end of the
now he has added the familiar pin of the en- board. Then he still has NxR still waiting to
emy knight by playing Bg5. So Black plays be played on the next move.
the standard Nxe4, leaving his queen exposed
to capture. If White takes the knight with his To return to our theme, in a sense the most
d3 pawn, Black has QxB and has won a pawn. important function of White’s initial move
If White instead plays BxQ, Black has Bxf2#: NxN here was simply to eliminate the Black
a startling mate made possible so early by the knight that prevented Bb5 from being effec-
self-imposed inaccessibility of e2 to White’s tive. The full pattern for Legall’s mate is not
king. quite used here, but it is a typical example of
the common sacrificing idea associated with
the mate (the “pinned” knight captures on e5).

Dg1139: White to move

Dg1139: Here is another example of how the Dg1140: Black to move


ideas in this chapter can be used to win mate-
rial. Again Black has imposed the improvi- Dg1140: By now you get the point: when you
dent pin with Bg4; again White walks out of it see a relative pin like White has here against
with 1. NxN. If Black plays 1. …d6xN, fine; the knight on f6, consider the consequences if
White plays QxB, winning a piece. But if the knight breaks out of the pin and starts an
Black tries 1. …BxQ, White has Bb5+, and attack against the king at the other end of the
now Black can avoid mate only by interpos-
board. Here Black has 1. …NxN, inviting piece: 3. …BxQ+; 4. KxB, KxB. For some
White to play 2. BxQ. If he does, then next more exploration of this general motif, see the
comes 2. …Bb4+. White has to interpose his chapter on the relative pin (and the discussion
queen, and Black has the familiar gain of a of how to break out of one).

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