Chess and math: a happy couple?
Chess and math have always slept side by side. But are they a happy couple? I think every chess player has had the experience of someone asking you, in high school, if your math grades were as good as your chess results. Sadly, for me the answer was often 'no'.
By Arne Moll
In fact, the reason I did so badly in high school math was probably ... my chess addiction. I spent so much time on chess that I completely neglected math (and other subjects.) But, as the song goes, old habits die hard. And, of course, it's not unreasonable to suppose math and chess are related, or that results in both could be correlated. In fact, several peerreviewed studies have pointed out the advantages of using chess as a teaching method [1]. Recently, a paper by John Buky and Frank Ho was published on the effect on pupil's math scores using an integrated math and chess workbook [2]. In this article, I will take a look at the results from a chess players perspective, discuss some problems and give some suggestions for further research.
A critical look at the curriculum
The curriculum and the workbook are described in detail on the site of the Chess and Math Academy based in Chicago [3]. Examples are also mentioned in other peerreviewed articles by Ho [4]. The idea is that learning about, e.g., algebraic notation and pattern recognition can be transferred to math concepts:
By working on mathematical chess puzzles, students get training on how to transfer chess knowledge to improve math ability. Since chess is a whole number based strategy game so it is important for students to get exposure to computational mathematical chess puzzles. [...] Algebraic notation learned in chess could be transferred to the concepts of coordinates [...]. The King's triangular shape of movement to create opposition in chess is an example on how the use of a geometrical shape would take a special meaning in chess. [...] One notable math knowledge learning in playing chess but not widely taught is the set theory. Chess players constantly use the concept of Venn diagram to look for interaction among pieces.
The first thing to note is that these relations between chess elements and their supposed mathematical mirrorelements are not intuitive for the chess player. Chess is not mathematics, and they work by different type of rules. Mathematics is rigorous, chess is not. In his classic Secrets of Modern Chess Strategy, John Watson remarks: "In chess, general rules will never have universal application [...]" [5]. In chess, unlike in mathematics, there are no absolute truths, as anyone who has ever tried to calculate a 'book' bishop sac on h7 will know. The famous chess grandmaster Richard Reti makes the point in his Modern Ideas in Chess (1922) [6]:
What is really a rule in chess? Surely not a rule arrived at with mathematical precision, but rather an attempt to formulate a method of winning in a given position or of reaching an ultimate object, and to apply that method to silimar positions.
Although making a link between chess and math teaching is very creative and interesting, it is in a way also slightly suspect. Haven't we all seen stereotyped commercials in which chess or chess pieces stand for 'strategy' or 'cleverness' (or 'nerdiness')? The link is also a bit forced. For instance, although I am familiar with the concept of Venn diagrams, I have, as a chess player, never realized that it could be linked to the interaction among pieces. In fact, even now that I know of a possible relation between the two concepts, I'm not entirely sure how exactly the two can be linked. Should I draw Venn diagrams inside my head next time I'm trying to play a game? Do my chess skills help me understand complex Venn problems better?
I also doubt the author's assertion that chess is a "whole number based game". The idea probably stems from the supposed absolute value of the pieces (a Rook is worth 5 pawns, a Knight 3 pawns, etc.). However, it has long been known that this approach is too simplistic. Most strong chess players will probably agree that a bishop is, on average, worth not 3, but 3,5 pawns. A knight is slightly less, perhaps 3, but it all depends on the circumstances. And as every chess player knows, the value of the King in chess is, in a way, "infinite". In my opinion, the idea that chess is a whole number game is, at best, simplistic. It is certainly confusing.
Buky and Ho are themselves aware of the nonobvious relation between chess and math and the possible effect on pupils. As they say:
The effect of transferring math knowledge learned in chess will be less significant if the chess teacher does not take the efforts of emphatically point out the math concepts. The task of transferring math knowledge learned in playing chess would be much easier if students are offered the opportunities to work on mathematical chess puzzles.
In other words, although the two concepts may not be grasped intuitively, having a good teacher and by doing 'mathematical chess puzzles', the nonintuitiveness of the two concepts could be overcome. The first condition is so obvious it's strange it's even mentioned at all, the second sounds plausible, but of course, the puzzles have to be clear enough for pupils to understand the implicit relations between the two. Let's have a look at an example from the workbook.
Even disregarding the question whether one can simply attach values to chess pieces (in the example, a queen is probably worth 9 'pawns' and a bishop 3), I find this example quite confusing. A first practical question is if should we fill in chess figurines or numbers in the blank boxes? And how are we supposed to interpret the mathematical operations? 12 minus a bishop equals a queen, but what is a queen plus a bishop? These may sound like trivial questions, which can be solved by proper instruction, but if for me, a skilled chess player and a professional IT developer, these puzzles are not clear, then how must these puzzles appear to 4th graders?
Here's another example where the same question arises:
To be honest, this example baffles me. I just don't understand what is going, but I realize it could be just me. So I asked IM Maarten Solleveld, who is a professional mathematician at Goettingen University, German, if he understood these examples. He didn't. Moreover, he thought they were confusing to pupils, especially young ones. He writes:
I don't see the use of most of these examples. In fact, I find many of the excercises weak from an educational point of view, or even counter productive. The authors clearly cannot imagine themselves that it's possible to confuse kids with strange puzzles.
Before moving on to the research done by Buky and Ho, let me give one last example of one of their puzzles.
I think this example is especially noteworthy. In itself, making a link between chess and statistics is very original, although personally, I would rather be interested in a question like 'What's the chance my opponent is going to find this accurate reply to my bluff move?" than in the outcome of the probability of two pieces meeting within a certain number of moves. More to the point, it's hard to imagine what use the excercise is given that fact that in order to get the solution to the problem, the concept of probability has to be taught to pupils anyway  so why involve chess in it? After all, the answer (0) only makes sense if you know the difference between probability 1 and probability 0.5 and probability 0. In other words, what is, in alle these excercises, the added value of adding chess concepts to the puzzles?
The results of the research
This is also my main criticism on the research mentioned in the author's article. Buky and Ho tested their ideas on 119 pupils using a paried ttest:
One hundred and nineteen pupils, in grade 1 to grade 8, from five public elementary schools in Chicago, Illinois, USA, participated in the afterschool program for 120 minutes, twice a week, for a total of 60 hours of instruction. None of the students has possessed any substantial knowledge in chess. The study began by administering pretests in the first week of this study at the beginning of the program on 10/23/06 and a posttest was conducted at the end of the program on 3/28/07.
The test results were encouraging:
Group  Group One  Group Two 
Mean  36.46  55.45 
SD  15.82  19.37 
SEM  1.45  1.78 
N  119  119 
t = 12.8729 
The results show that pupils performed much better on the second (post) test, showing they learned a lot (36.46 vs. 55.45) in the period between the two tests (roughly 5 months). The authors conclude:
The results of this study demonstrate that a truly integrated math and chess workbook can help significantly improve pupil's math scores.
Discussion
This is, of course, good news for the Chess Academy's teaching method, and for the pupils making use of it. Teaching childeren with the chess and math integrated workbook actually improves their mathematical skills. So far, so good. There is a problem, however. Since Buky and Ho's emphasis is on the difference between their own method and "traditional computation practices", it would, in my view, have been much more relevant (and interesting) to do a control test where one group of pupils gets their math lessons by the chess and math method, and the other group gets "normal" afterschool math lessons. After all, only by doing a pre and posttest for both groups, one can establish whether the chess and math method actually works better than the tradional method. This cannot be established with the research done by Buky and Ho.
As far as I can see, we're still left with several possible explanations for the results they got:

What should we make of this? Because the traditional method was not compared to the chess and math method, I think it's too early to conclude that the new method is actually better than the traditional method. And this ultimately has to be the 64,000 dollar question for the chess and math method. In theory, it's even possible that while the chess and math method scores well on the test, the traditional method (or no method at all!) would score even better. By that rationale, the current research does not yet show that the method actually does anything at all. [7]
Also, while it may be true that, according to Buky and Ho, "math and chess integrated work has visual images, chess symbols, directions, spatial relation, and tables; all these are stimuli to kids and keep their interests high while working on computation problems", it is not clear to me that the stimuli used in the curriculum actually contribute to improving mathematical skills. (Perhaps it was simply the teacher's explanations that improved their results, not the puzzles themselves.) A small, nonrepresentative poll among chess players and professional scientists does indicate that adults find the puzzles as presented in the curriculum confusing and/or unclear. Perhaps this is simply a matter of insufficient explanation, but in any case, it's something the authors do not seem to acknowledge in their article.
A final point of doubt concerns the benefits to the pupil's chess abilities, as opposed to the benefits of their math skills. The authors are silent on this. In my opinion, it certainly won't help childeren applying simplistic rules like 'a bishop equals 3 pawns' in chess. Such an approach will most probably backfire. The concept of probabilities, too, can hardly be of use in a practical game. There may be advantages also, but unfortunately, these are not indicated by the authors.
In the end, we should credit the authors for mentioning the most important aspect of all education: "Children learn best while having fun". This is definitely true, and when the authors say that the children they work with enjoy their method, there's no reason to doubt them. Indeed, if we agree that chess is fun (and I hope all readers of ChessVibes will agree on that!), we should perhaps be able to integrate chess in a useful way into any curriculum, be it math or biology or English literature. But chess is surely not unique in stimulating children to perform better in maths. Who knows, draughts may work even better. Or poker. In any case, if they're confused by exercises, puzzles or chess figurines  even though they may enjoy them visually  it's perhaps too early to write tradional methods off. In any case, more research is needed.
And perhaps, math should just be math, and chess should just be chess.
References
[1] For a list of popular and scientific publications on chess and teaching, see the Chess Academy website.
[2] Ho, F., Buky, J. (2008). The Effect of Math and Chess Integrated Instruction on Math Scores. The Chess Academy
[3] Ho, F. (2006). Chess for Math Curriculum. The Chess Academy
[4] Ho (2006). Enriching math using chess. Journal of the British Columbia Association of Mathematics Teachers, British Columbia, Canada, Vector. Volume 47, Issue 2.
[5] Watson, J. (1998). Secrets of Modern Chess Strategy. Gambit Publications (p. 11)
[6] Reti, R. (1922). Modern Ideas in Chess
[7] See http://www.encyclopedia.com/doc/1O87onegrouppretestpsttstdsgn.html for a discussion on the one group pretest posttest design
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