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Chess theory

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Chess theory

The game of chess is commonly divided into three phases: the opening, middlegame, and endgame. There is a large body of theory regarding how the game should be played in each of these phases, especially the opening and endgame. Those who write about chess theory, who are often also eminent players, are referred to as "chess theorists" or "chess theoreticians".

"Opening theory" commonly refers to consensus, broadly represented by current literature on the openings. "Endgame theory" consists of statements regarding specific positions, or positions of a similar type, though there are few universally applicable principles. "Middlegame theory" often refers to maxims or principles applicable to the middlegame. The modern trend, however, is to assign paramount importance to analysis of the specific position at hand rather than to general principles.

The development of theory in all of these areas has been assisted by the vast literature on the game. In 1913, preeminent chess historian H. J. R. Murray wrote in his 900-page magnum opus A History of Chess that, "The game possesses a literature which in contents probably exceeds that of all other games combined." He estimated that at that time the "total number of books on chess, chess magazines, and newspapers devoting space regularly to the game probably exceeds 5,000". In 1949, B. H. Wood estimated that the number had increased to about 20,000. David Hooper and Kenneth Whyld wrote in 1992 that, "Since then there has been a steady increase year by year of the number of new chess publications. No one knows how many have been printed..." The world's largest chess library, the John G. White Collection at the Cleveland Public Library, contains over 32,000 chess books and serials, including over 6,000 bound volumes of chess periodicals. Chess players today also avail themselves of computer-based sources of information.

The earliest printed work on chess theory whose date can be established with some exactitude is Repeticion de Amores y Arte de Ajedrez by the Spaniard Luis Ramirez de Lucena, published c. 1497, which included among other things analysis of eleven chess openings. Some of them are known today as the Giuoco Piano, Ruy Lopez, Petrov's Defense, Bishop's Opening, Damiano's Defense, and Scandinavian Defense, though Lucena did not use those terms.

The authorship and date of the Göttingen manuscript are not established, and its publication date is estimated as being somewhere between 1471 and 1505. It is not known whether it or Lucena's book was published first. The manuscript includes examples of games with the openings now known as Damiano's Defence, Philidor's Defense, the Giuoco Piano, Petrov's Defense, the Bishop's Opening, the Ruy Lopez, the Ponziani Opening, the Queen's Gambit Accepted, 1.d4 d5 2.Bf4 Bf5 (a form of the London System), Bird's Opening, and the English Opening. Murray observes that it "is no haphazard collection of commencements of games, but is an attempt to deal with the Openings in a systematic way."

Fifteen years after Lucena's book, Portuguese apothecary Pedro Damiano published the book Questo libro e da imparare giocare a scachi et de la partiti (1512) in Rome. It includes analysis of the Queen's Gambit Accepted, showing what happens when Black tries to keep the gambit pawn with ...b5. Damiano's book "was, in contemporary terms, the first bestseller of the modern game." Harry Golombek writes that it "ran through eight editions in the sixteenth century and continued on into the next century with unflagging popularity." Modern players know Damiano primarily because his name is attached to the weak opening Damiano's Defense (1.e4 e5 2.Nf3 f6?), although he condemned rather than endorsed it.

These books and later ones discuss games played with various openings, opening traps, and the best way for both sides to play. Certain sequences of opening moves began to be given names, some of the earliest being Damiano's Defense, the King's Gambit (1.e4 e5 2.f4), the Queen's Gambit (1.d4 d5 2.c4), and the Sicilian Defense (1.e4 c5).

Damiano's book was followed by general treatises on chess play by Ruy López de Segura (1561), Giulio Cesare Polerio (1590), Pietro Carrera (1617), Gioachino Greco (c. 1625), Joseph Bertin (1735), and François-André Danican Philidor (1749).

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