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Castling Rules in Chess Variants

by Greg Strong

Introduction

Castling is a special move in chess where a player moves both his king and one of his rooks as part of the same move. It both develops the rook and moves the king toward the corner for better safety. It is the only move in orthodox chess where a player moves two of his pieces in the same turn.

Castling in Orthodox Chess

A player may make a castling move with a king and a rook if a number of conditions are met:

  • the king has not yet moved
  • the rook has not yet moved
  • the square between the king and rook are empty
  • the king is not currently in check
  • the king does not move into check
  • the king does not pass over any square where it would be in check

When castling, the king moves two spaces in the direction of the rook it is castling with, and the rook "jumps" to the square immediately on the other side:

Castling with the closer rook is called castling "short" or castling "king-side" and is annotated as O-O. Castling with the farther rook is called castling "long" or "queen-side" and is annotated O-O-O.

Side Castling King Start King End Rook Start Rook End
white short e1 g1 h1 f1
white long e1 c1 a1 d1
black short e8 g8 h8 f8
black long e8 c8 a8 d8

History of Castling

In early forms of chess, such as Shatranj, there were no diagonal sliders. The only sliding pieces were the rooks and they were slow to develop, so the king was not terribly endangered in the center. With the addition of the modern bishop and queen, however, the king’s starting location became more perilous. An early attempt to address this was known as the king's leap. With this move, an unmoved king could make a leap - typically either two spaces or a knight's move (rules varied in different times and places).

Our modern castling rule dates to the 1600s in France and England. In Rome, however, a variant known as "free castling" was used until the late 1800s. In free castling, the king could move as many spaces toward the rook as desired, including all the way into the corner, and the rook could move to any square passed over, including the king’s starting square, so long as the move did not give check to the enemy king. A few players have advocated bringing back this rule to make the game more dynamic without radically altering its character.

Castling in Chess Variants

The main alternatives to Western Chess, Xiangqi (Chinese Chess) and Shogi (Japanese Chess), do not have a castling rule, despite having kings and rooks (although, in Xiangqi, the king cannot leave the 3x3 castle).

Chess variants that are played on the standard board with the standard pieces and setup usually keep the castling rule as-is (e.g., Berolina Chess, Extinction Chess). Cylindrical Chess, on the other hand, has seen variety on how castling is implemented, although it could be argued that this game does not use the standard board, since it is conceptually cylindrical.

Some variants use the standard board and pieces but in random arrangements ("shuffle" variants). These deal with castling in different ways described on their respective pages. See Fischer Random Chess and Chess480 as examples of games that are otherwise identical except for how they have adapted the castling rule.

Chess variants have been made by changing the geometry of the board. Orthodox chess has been adapted to circular, hexagonal, diamond, and three-dimensional boards, among others. Such games almost never have castling. In some cases, it could be that the geometry offered more mobility and a castling rule didn’t seem necessary. In other cases, it may have been that there was no obvious adaption, and any potential castling rule would seem too forced.

Many variants have been made by enlarging the board and adding extra pieces. Given a wider board, some modification to the standard castling rule is required. This is typically addressed in one of three ways:

  • No castling - castling is done away with entirely. Grand Chess, for example, places the rooks on otherwise empty ranks. Believing that a primary purpose of castling was to connect the rooks, and the rooks in this game already being connected, the inventor considered castling unnecessary.

  • Elongated castling - the king is farther from the rooks, so castling still exists but the pieces move farther. For example, in Capablanca Chess, each rook is one square farther away so the king slides three spaces toward the rook whether castling short or long.

  • Spacing preserved - some games add extra pieces on the outside of the rooks so that the distance between the king and rooks is the same, and thus, the king still slides two spaces either way although the notation of the squares from which they move change. Victorian Chess is played on a 10x8 board with the two extra pieces placed outside the rooks so that the distance between them remains the same as in orthodox chess. For more extreme examples, see Omega Chess or Chess on a 12 x 12 Board.

Modern Innovations

Flexible Castling - this innovation, by Fergus Duniho, is a more limited form of free castling that has since been used in many games by Duniho and others. In flexible castling, the king may move two or more squares towards the rook, but must stop before the rook's square. The rook then leaps over to the square immediately on the other side. A feature of flexible castling is that the notation of from location-to location is unique. If the king was allowed to move only one square, as in Wildebeest Chess, then from-to would not distinguish between a castling move and a normal king move in this case.

Fast Castling - for his game, Waffle Chess, Kevin Pacey created "fast castling". By this rule, an unmoved king who is not in check may leap to any unattacked empty square in the direction of an unmoved rook, and the rook then leaps to the king's original square. The squares in between do not need to be empty.

Castling on Boards with 10 Files

Chess variants on 10x8 and 10x10 boards are especially common. Given this, when making the variant chess program ChessV, Greg Strong identified the various implementations of castling so that users could add new variants and simply select the desired castling rule.

Castling Type Description Example
None No castling Carrera's Chess
Standard King starting on e or f file slides three squares either direction, subject to the usual restrictions, to castle with the piece in the corner Capablanca's Chess
Long King starting on e or f file slides three squares when castling short or four when castling long, subject to the usual restrictions, to castle with the piece in the corner Janus Chess
Close-Rook King starting on e or f file slides two squares either direction, subject to the usual restrictions, to castle with the piece on the b or i file Victorian Chess
Flexible King starting on e or f file slides two or more squares, but stopping short of the corner, subject to the usual restrictions, to castle with the corner piece Grotesque Chess
Close-Rook Flexible King starting on e or f file slides two or more squares, subject to the usual restrictions, to castle with the piece on the b or i file none
Free King starting on e or f file slides any number of squares, including all the way into the corner, subject to the usual restrictions, to castle with the corner piece, which may move onto any square the king passed over, including its starting square Aberg's Capablanca Variant
Fast Unmoved king starting on e or f file leaps any number of squares towards an unmoved corner piece to any square that is not attacked, and the corner piece leaps to the king's starting square Waffle Chess