Nine Indicators to improve your chess (part 1)

by Jan Przewoźnik
9/22/2018 – In a deeply thought-out and specific proposal, IM JAN PRZEWOZNIK provides a method to train the way we think while playing a chess game. He unveils nine indicators that push us to reflect on our decisions and interprets them in terms of problem-solving cognitive strategies. The author laid out many example positions for everybody to test the method first-hand. In Part 1, we present the groundwork and the first three indicators.

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A method for broader and deeper thinking

In chess training, the thinking aloud method may be used. On the basis of such verbal reports, a chess player or his/her trainer may build a specific decision tree, containing all the moves considered. Then, from the decision tree, nine indicators may be abstracted and measured:

  1. Total number of moves considered in verbal protocol (M), 
  2. Number of successive solving propositions or number of fresh starts in decision tree (branches in decision tree - N), 
  3. Number of different options considered (A), 
  4. Number of successive changes in solving propositions (nn), 
  5. Reinvestigations of the move considered the most (Pmax), 
  6. The longest immediate reinvestigations of the move (Pser), 
  7. The longest variation (Dmax), 
  8. The value of the move chosen (V), 
  9. Thinking time (Time). 

These indicators can be interpreted in terms of problem-solving cognitive strategies. This article demonstrates the methodology of using nine indicators to analyse chess players' complex problem-solving processes.

It is recommended for the reader — at the beginning of the article — to solve the presented tasks himself and carefully write down his thoughts, especially the amount of variations (all the moves considered).

How does a chess player think?

Garry Kasparov, a former World Champion, was once called "a monster with a thousand eyes and from another age". In the phrase, Tony Miles paid tribute to his incredible ability to calculate broadly, deeply and quickly. On the other hand, in 1907 it was Jose Raul Capablanca who said: "I see only one move ahead, but it is always the correct one". This was the answer he gave to a question about his success in chess (Ross 2006).

Basler Zeitung, 15 May 1986, page 35

So where is the truth? Here and there. According to psychologists, there are at least two basic pillars in chess development:

  • Understanding chess positions in so called "chunks" (Chunking Theory by Chase and Simon, 1973).
  • Calculating variations effectively.

The first factor is strongly related to chess knowledge; the latter with operational skills.

These two basic pillars will be shortly analysed below. The aim of the article is to present the reader a certain method for psychological chess training.

Self-test positions

But first of all I offer the reader a chance to "think aloud" and write down all the variations in this position (Fig. 1). The value of the data obtained by the "thinking aloud" method depends largely on whether the subjects are able to freely and reliably verbalise their thoughts. Therefore, prior to proceeding with the experiments, the experimenter or trainer had to train the chess players to solve problems on the board, so that they would be able to simultaneously verbalise their process of thinking while working on the chess activity.

 
Fig. 1. White to move

Compare your decision tree with the one drawn by a very strong master. His verbal comments are omitted here.

He discovers very soon the threat Rxf3 and the possibility of a sacrifice on d7:

Fig.2a. Sample decision tree, considered by the subject from Fig.1

He thinks White is winning. Suddenly, the defence 2…Qd6 comes to his mind:

Fig.2b. Sample decision tree, considered by the subject from Fig.1

So he starts the process which de Groot called "progressive deepening", a very important step in calculation (Fig. 2c)!

Fig.2c. Sample decision tree, considered by the subject from Fig.1

White has just discovered that 1.Bd7 Qxd7 2.Rxa7 Qd6! is losing and now is looking for other options (Fig. 2d): 

Fig.2d. Sample decision tree, considered by the subject from Fig.1

But still, the possibility of 1.Bd7 is tempting. However, he decides to play a more positional move (Fig. 2e):

Fig.2e. Sample decision tree, considered by the subject from Fig.1

The final choice is Qf4.

Therefore, 1.Bd7 Qxd7 2.Rxa7 Qd6! 3.Qxb7 Kd7 4.Qb5 Ke7 5.Rxc7 Qxc7 6.Qxd3 leads to Black's win. White has a real choice between 1.Qe2, 1.Qe4 or 1.Qf4.

Look at the possible variations and compare with your verbal protocol:

 
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1.Bd7+? 1.Qe2 a6 1...Bc4 2.Bc2 Rxc3 3.Qg4+ f5 4.Bxf5+ gxf5 5.Qxf5+ Kb8 6.bxc3 Bxf1 7.Rxf1 Qe7 7...h5 8.h3 8.Qe5 Qe8 9.Qxe8+ Rxe8 10.f3= 8...Qe7 9.Qd3 h4= 7...b6 8.f4 8.h3 a5 9.c4 Qe7= 8...Qe7 9.Qd3 Rd8= 7...Qd6 8.c4 8.f4 h6 9.Qb5 Rf8= 8...Qc6 9.Qd3 a5= 8.g3 8.Qa5 Rf8 9.g3 b6 8...b6 9.c4 a5 1...Rd6 2.Qe5 2.Qe3 Kb8 3.Rfd1 Rxd1+ 2...a6 3.Rfd1 Rg8 1...Kb8 2.Bc2 2.Rfb1 a6 3.Rd1 Rxd1+ 2.Rad1 Rxd1 3.Rxd1 Qf6 2.g3 Rd2 3.Qe5 Rd5 2...Rd6 3.Rfd1 Bd5 2.Rad1 2.Bc6 Qd6 3.Bf3 Rd8 2.b4 Qd6 3.Rfd1 Rd8 2.Rfd1 Rxd1+ 3.Rxd1 Qg5 2...Rxd1 3.Rxd1 Qg5 1.Qe4 1.Qf4 1...Qxd7 1...Kxd7?? 2.Qxd3++- 1...Bxd7?? 2.Qxd3+- 1...Kb8?? 2.Qxd3+- 2.Rxa7 2.Qf6? Re8 3.Rxa7 Kb8-+ 2...Qd6! 2...Qb5? 3.Rd1‼ Kb8 4.Rda1! Kc8 5.Rd1 Kb8 6.Rda1 Kc8 7.Rd1= 3.Qxb7+ Kd7 4.Qb5+ Ke7 5.Rxc7+ Qxc7 6.Qxd3 Rb8-+
6...Rd8-+
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Position_III_Training--

Of course, you may also use the following popular position, used by Adriaan de Groot. Then you will have the possibility to compare your thinking with verbal protocols by Alexander Alekhine, Max Euwe, Paul Keres, Savielly Tartakower, Reuben Fine… (de Groot, 1965; Fig. 3).

 
Fig.3. White to move. De Groot – Scholtens, Amsterdam 1936

Look at the possible variations and compare with your verbal protocol:

 
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1.Bxd5! 1.Nxd5 1.Bxf6 1.Bh6 1.Rfd1 1.Rfe1 1...exd5 1...Nxd5 2.Nxd5 Bxd5 3.Bxe7 1...Bxd5 2.Bxf6 Bxf6 3.Nxd5 exd5 4.Nd7 2.Qf3! Qd8 2...Kg7 3.Ng4 Nxg4 3...Qd8 4.Bh6+ Kg8 5.Bxf8 Kxf8 6.Ne5+- 4.Bxe7 Rfe8 5.Bc5 Qxb2 6.Qxg4+- 3.Rce1! Re8 3...Nd7 4.Bxe7 Qxe7 5.Nxc6+- 3...Ne4 4.Bh6 Ng5 5.Qg3 Re8 6.Nxc6 bxc6 7.Bxg5 Bxg5 8.Rxe8+ Qxe8 9.Qxg5+- 4.Nxc6 Rxc6 4...bxc6 5.Rxe7 Qxe7 6.Bxf6+- 5.Rxe7 Qxe7 6.Nxd5 Nxd5 7.Bxe7 Nxe7 8.d5+-
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de Groot,A-Scholtens,C-1936Amsterdam

So you have collected one or two protocols of your thinking. It is time to analyse them according to the Nine Indicators method.

The Nine Indicators method

In the field related to the methodology of chess psychology, the classic work of the Dutch researcher Adriaan de Groot still plays a leading role (de Groot 1965, 1981). The idea presented in this article refers to his concept, mainly as it is based on a "thinking aloud" method. I have been developing a method for broadening and deepening of thinking processes for years, by controlling the nine important indicators (see Przewoznik 2003, and Przewoznik, Soszynski 2001). 

Let us imagine the thinking process in a very popular study by Richard Reti (Fig. 4).

 
Fig.4. Reti 1921

Of course, in all the examples the reader can analyse himself and save the solution first.

 
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1.Kg7 1.Kh7 h4 2.Kh6 h3 3.Kh5 h2 4.Kh4 h1Q+-+ 1.c7 Kb7 2.c8Q+ Kxc8-+ 1...h4 2.Kf6 Kb6 2...h3 3.Ke7 Kb6 4.Kd7 h2 5.c7 h1Q 6.c8Q Qh3+ 7.Kd8 Qh8+ 8.Kd7 Qxc8+ 9.Kxc8= 3.Ke5 Kxc6 4.Kf4 h3 5.Kg3 h2 6.Kxh2 ½–½
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Reti 1921--½–½

This may be presented as a process of some kind of "ideal" thinking. Look at the decision tree below (Fig. 5).

Fig. 5. Reti's study - the decision tree

Several quantitative indicators of individual ways of solving problems on the chessboard can be determined, namely: M, N, A, Dmax, nn, Pmax, Pser, T, W. These indicators were introduced by Adriaan de Groot (1965), in order to analyse "thinking aloud" protocols. In this article, only the names of indicators are modified, visualised and adapted to computerised statistical programs. These indicators give a wide range of opportunities for the study of thinking (Przewoznik & Soszynski 2001, Przewoznik 2003).

First of all, you may pay attention to the indicators in the decision tree, and then train them separately. When you decide what to do in a critical position and train your thinking, you may also ask yourself some adequate training questions. Examples are recorded below.

Indicator M

M - denotes the number of all considered moves contained in the entire decision tree. This can be used to measure moves in chess and also to analyse other decision-making situations. This indicator allows us to distinguish between those individuals who seek more information for decision making and those who make decisions on the basis of a smaller amount of information.

Possible questions: 

  • How much data do I have?
  • How much data do I need?
  • How many moves do I consider usually?

I often choose positions like the following, where the subjects have to calculate many and long variations if they want to find a solution. A fantastic example is the game played by my club friend Michal Krasenkow (Fig. 6).

 
Fig.6. White to move. Krasenkow – Szieberth, Port Erin 2007

Solution: 20.Rd3!! White had to check:

  1. 20… Qxd4 
  2. 20... Nxd4 21. Nd5 Qxb2 22. Nxe7+ Kh8 23. Qxh7+ Kxh7 24. Rh3#
  3. 20... g6 21. Nd5 gxh5 22.Nxc6 
  4. 20... Na5 21. Nd5 Bxd5 22. Nf5 exf5 23. Bxg7 Rfe8 (23...Kxg7 24. Qh6+ Kg8 25. Rh3) 24. Rh3 Nf8 25. Bxf8 Kxf8 26. Qh6+ Kg8 27. Qxh7+ Kf8 28. Qh8#.

Always winning.

The whole game is worth your consideration, as it included many strange and surprising moves:

 
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1.Nf3 c5 2.c4 Nf6 3.Nc3 Nc6 4.d4 cxd4 5.Nxd4 e6 6.a3 Be7 7.g3 0-0 8.Bg2 Ne5 9.b3 a6 10.0-0 Qc7 11.Bb2 d6 12.e4 Bd7 13.Rc1 Rad8 14.Kh1 Qb6 15.Rc2 Nc6 16.Rd2 Na5 17.g4‼ Attacking Nf6 and h7. Bc6? 17...h5 18.gxh5 e5 19.h6 g6 20.Rd3 Kh7 20...exd4 21.Nd5 Nxd5 22.Bxd4 Qc7 23.cxd5± Rc8 23...Kh7 24.Rc3 Qb8 25.Bb6+- 24.h7+! Kxh7 25.Bh3 Qd8 26.Rg1 Rg8 27.Bf5! 17...h6 18.f4 18.g5 Nd7 19.Qh5 19.f4 Rfe8 20.Rdf2± 19...Nxb3? 19...Rfe8! 20.Rd3± 20.Rd3‼ Qxd4 20...Nxd4 21.Nd5 Qxb2 22.Nxe7+ Kh8 23.Qxh7+ Kxh7 24.Rh3# 20...g6 21.Nd5 gxh5 22.Nxc6+- 20...Na5!? 21.Nd5‼ Bxd5 22.Nf5‼ exf5 23.Bxg7‼ Rfe8 23...Kxg7 24.Qh6+ Kg8 25.Rh3+- 24.Rh3 Nf8 25.Bxf8 Kxf8 26.Qh6+ Kg8 27.Qxh7+ Kf8 28.Qh8# 21.Rxd4 Nxd4 22.Nd5 exd5 23.exd5 Ne6 24.f4 Nxf4 25.Rxf4 Ba4 26.Be4 f5 27.gxf6 Nxf6 28.Bxf6 Rxf6 29.Qxh7+ Kf8 30.Bg6 1–0
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Krasenkow,M2660Szieberth,A23151–02007Monarch Assurance 16th2

Indicator N

N - denotes the total number of subsequent proposals to solve. This number may be a reflection of the subject's mentality type. A large value of N would be consistent with an empirical mentality type — a chess player who prefers a problem-solving approach based on the processing of large amounts of data and the calculation and verification of a large number of multiple variants. In contrast, a relatively smaller value of N may be characteristic of the theoretical chess player type, whose thinking is less empirical and more deductive, without specific variants. On the other hand, the value of N may be a function of the position on the chessboard, where the more complex a position is the greater the value of N, as more variations need to be calculated. 

Possible questions: 

  • How many branches do I usually calculate? Is it enough? 
  • How do I find out how much data I have left?

I often choose positions where the subjects have to count many but not too long variations if they want to find a solution (Fig. 7).

 
Fig.7. Black to move. Larsen – Stein, Belgrade 1970

The whole game was used in the Soviet Union as a test to check the following skills: sense of the position, calculation of variations, originality, resourcefulness, sudden change in pawn formation, discipline of thought and the need to compare options (Zlotnik 1990).

Solution: Black had to calculate:

19…Qxc6 20.e5 Qc5+ 21.Kh1 with a lot of subvariations:

  • c6
  • Bf5
  • Qxe5
  • dxe5
  • Bxe5
  • Bd7
  • Be6

19…Bxa1 with a lot of subvariations.

19…Bxe5

 
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1.Nf3 Nf6 2.g3 g6 3.Bg2 Bg7 4.c4 0-0 5.0-0 d6 6.d4 Nbd7 7.Nc3 e5 8.e4 exd4 9.Nxd4 Re8 10.Re1 Ng4 11.f3 11.Ndb5 a6 11...Nge5 12.Nd5 c6 13.Nxd6! cxd5 14.Nxe8 Qxe8 15.exd5 Qf8 15...Qd8 16.Bf4 Nxc4 17.Qe2 Nde5 18.b3 Bg4 19.f3 Nxf3+ 20.Bxf3 Bxf3 21.Qxf3 Bxa1 22.bxc4 Bf6 16.Bf4 Nxc4 12.Qxg4 axb5 13.Nxb5 11...Nge5 12.b3 Nc5 13.Be3 f5 14.Qd2 14.exf5 Ned3 15.Re2 Rxe3 16.Rxe3 Bxd4 14...fxe4 15.Bg5 Qd7 15...Nxc4 16.bxc4 Qxg5 16...Bxd4+ 17.Qxd4 Qxg5 18.Nd5 Qe5 18...Bf5 19.Nf6+ Kf7 20.Nxe8 Rxe8 21.Qd5+ Kf8 22.fxe4 19.Qxe5 Rxe5 20.f4 Rxd5 21.cxd5 Bf5 22.h3 h5 17.Qxg5 Bxd4+ 18.Re3 Ne6 19.Qh6 15...e3 16.Qxe3 Nxf3+ 17.Nxf3 17.Qxf3 Rxe1+ 18.Rxe1 Bxd4+ 19.Kh1 Qf8 20.Qd5+ Be6 21.Qxd4 17...Rxe3 18.Bxd8 Rxe1+ 19.Rxe1 Bxc3 20.Re8+ Kf7 21.Re7+ Kg8 15...Bf6 16.Bxf6 Qxf6 17.Nd5 15...Nxc4 16.bxc4 Bxd4+ 17.Qxd4 Qxg5 18.Nd5 Qe5 15...Ned3 16.Bxd8 Bxd4+ 17.Kf1 e3 18.Rxe3 Bxe3 19.Qe2 16.Nxe4 Nxe4 17.Rxe4 Nc6 17...c5 18.Nc2 Qf5 18...Nxf3+ 19.Bxf3 Bxa1 20.Nxa1 Rxe4 21.Bxe4 19.f4 17...Nf7 18.Bh3 18.Rxe8+ Qxe8 19.Be3 c5 18...Rxe4 19.Bxd7 Rxd4 20.Qe1 Bxd7 18.Nxc6 Rxe4 19.fxe4 Qxc6 19...Bxa1 20.Ne7+ Kf8 20...Kg7 21.Qf4 Qe8 22.Nd5 Qf7 23.Nxc7 Qxf4 24.Bxf4 Rb8 25.Bxd6 Kf7 26.e5 Be6 21.e5 21.Qd1 Be5 22.Qf1+ Kg7 22...Ke8 23.Nxc8 Qg4 23...Qxc8 24.Bh3 Qb8 25.Be6 23.Bh6+ Kxh6 24.Qf8+ Bg7 25.Ng8+ 21.Qf2+ Kg7 21...Ke8 22.Bh3 Qxh3 23.Nd5 Be6 24.Nf4 24.Nf6+ Kd8 24...Qg4 22.Bh6+ Kxh6 23.Qf8+ Bg7 24.Ng8+ Kh5 25.Bf3+ Qg4 26.Bxg4+ 21...Bxe5 21...dxe5 21...dxe5 22.Qc1 Bd4+ 23.Kh1 Kg7 24.Qf1 Qd6 25.Bd5 Bf5 22.Qf2+ Ke8 23.Bd5 19...bxc6 20.Rd1 Bb7 21.c5 20.e5 Qc5+ 21.Kh1 Be6 21...c6 22.b4 Qxc4 23.Rc1 Qe6 24.exd6± 21...Bf5 22.Qd5+ 22.Bxb7 c6! 22...Qxd5 23.Bxd5+ Kh8 24.Bxb7± Rb8 21...Qxe5 22.Re1 21...dxe5± 21...Bxe5± 21...Bd7 22.Qd5+ Qxd5 23.Bxd5+ Kh8 24.Bxb7 22.Bxb7 Rf8 23.Be3 23.Re1! Rf2 24.Qe3 Qxe3 25.Bxe3 Rxa2 26.exd6 cxd6 27.Bf4± 23...Qxe5 24.Re1 Qc3?± 24...Bh3! 25.Bxa7 c5 26.Qd5+ Kh8 27.Qxe5 Bxe5 28.Bg2 Bxg2+ 29.Kxg2 Ra8 30.Bxc5 Rxa2+ 31.Kh3 Rb2 25.Kg2 Qxd2+ 26.Bxd2 Bd4 27.Bf4 Kf7 28.Bh6 Rb8 29.Bc6 Bf6 30.Be3 a6 31.Bd2 Rb6 32.Bf3 Rb8 33.Ba5 Bd8 34.Rf1 Kg8 35.Bc6 Bf7 36.g4 Be7 37.Kg3 Rd8 38.Rd1 Bf6 39.h4 Be5+ 40.Kg2 Rc8 41.g5 Kg7 42.Bd7 Rd8 43.Bg4 d5 44.Bf3 h6 45.gxh6+ Kxh6 46.Bd2+ Kg7 47.Bg5 Rd6 48.Bxd5 Bxd5+ 49.Rxd5 Rxd5 50.cxd5 Kf7 51.Kf3 Ke8 52.Bf4 Bf6 53.Bxc7 Bxh4 54.b4 Kd7 55.Bb6 Bf6 56.Bc5 Bb2 57.a4 Ba3 58.a5 Bb2 59.Kf4 Bf6 60.Ke4 Bc3 61.b5 axb5 62.a6 Kc8 63.d6 Kb8 64.Kd5 Bf6 65.Kc6 g5 66.Kxb5 g4 67.Kc4 Ka8 68.Kd3 Be5 69.d7 Bc7 70.Ke4 g3 71.Kf3 Bd8 72.Kxg3 Ba5 73.Kg4 Bd8 74.Kf5 Ba5 75.Ke6 Bc7 76.Kf7 Ba5 77.Ke8 Bc7 78.Be7 Ba5 79.Bd8 Bd2 80.Bb6 Bg5 81.Bc5 1–0
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Larsen,B-Stein,L-1–01970E68Belgrade URS-World4.1

Indicator A

A - denotes the set of alternative actions (candidate moves) considered by the subject, here understood as equal to the set of options in the decision-making process. In our example A = 6, since in the formula there appear six different solving propositions, a, b, c, f, g, h. Repetitions are omitted. The value of A may have a definitive psychological content: it can be associated with the fluency and semantic versatility of spontaneous thought (Guilford 1967). It can be assumed that persons characterized by great fluency and versatility would consider many different solving propositions in the process of choosing moves. It may be that fluency of thought will be more closely correlated with the value of N, whereas versatility more closely with the value of A. As in the case of N, the value of A may depend on the situation on the board and not only on the individual traits of the chess player.

Possible questions: 

  • Do I really explore the situation and problem broadly enough? 
  • Did I define the problem too narrowly? 
  • Did I define the problem too broadly?

Sometimes I choose positions so that the respondents have to look for a few options (called in Russia or the Soviet Union "moves-candidates") before they can come up with the right idea. The amount of possibilities must be small. I choose research models with three to seven options. Sometimes participants surprised me by offering new options (Fig. 8).

 
Fig.8. Lloyd. White to move. Mate in three.

Solution: Samuel Lloyd gives the incredible variations starting with 1.Ke2! Brave the King! 

1.Ke2 f1=Q+ (1...Kxe4 2. Bd3+ Kd4 3. Rf4#; 1... cxd2 2.Rxf2+ Kxe4 3.Bd3#; 1... axb5 2.Rxf2+Kxe4 3. d3#) (1... Nc1+ 2. Ke3 f1=Q 3. Rxf1#) 2. Ke3.

One day in Miedzyzdroje, Izabela Siekanska (a master) discovered 1. Bd3+ Kd4 2. Rf3+ e5 (2... Be5 3. Bxe5#) 3. Rd5 mate!

 
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1.Ke2 1.Bd3+ Kd4 2.Rf3+ e5 2...Be5 3.Bxe5# 3.Rd5# 1...f1Q+ 1...Kxe4 2.Bd3+ Kd4 3.Rf4# 1...cxd2 2.Rxf2+ Kxe4 3.Bd3# 1...axb5 2.Rxf2+ Kxe4 3.d3# 1...Nc1+ 2.Ke3 f1Q 3.Rxf1# 2.Ke3
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WhiteEloWBlackEloBResYearECOEventRnd
Lloyd - The Brave King!--

The other six indicators and the explanation of "The Chunking Theory" will be published in Part 2 to follow shortly...


An International Master from Poland who was the Polish Champion in 1979, and also a psychologist and lecturer at The West Pomeranian Business School in Szczecin. He has written 25 books on chess and psychology of chess, communication, creative problem solving, selling skills, professional customer service, adult education, and social economy.

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