On Mapping

I have spent more time and energy on mapping tools for Avar Narn and other works of mine than I care to admit, with far less to show for it that I would like to admit, except that it might be beneficial for some of you, so here we go.

I’ve owned ProFantasy’s Campaign Cartographer since it was CC2, and, over the years, I’ve purchased most of the add-ons and about two thirds of the Annuals. And yet, I have only really completed about 2 maps with CC3+, and none that I’m particularly happy with. CC3+ is a beautiful program with tons of content and all sorts of features. It’s based in CAD, providing a solid drafting basis. You can search the web to find many, many, many, beautiful maps created through the ProFantasy programs.

For me, though, the learning curve is simply too high. I’ve come a long way from my early days with the program and understand how some of the features are intended to work and can be manipulated–I understand the use of sheets, how to change sheet effects on textures and objects, how to join paths and create nodes in paths, etc. None of this was learned through trial and error–I had to watch videos on YouTube, read the “Ultimate Mapping Guide” scour through posts on the various fantasy cartography sites, etc. Even with all that I’ve learned, I look at the beautiful maps others have created and then my own and wonder how many more things I have to learn and understand to make the mighty leap from where I’m at to where they are. Then, I spend hours fighting with the program and decide I’m better off hand-drawing. It doesn’t help that while I have a relatively powerful computer, I don’t have anything but the onboard graphics card, so draw times are slow and the program sometimes lags severely.

I like hand-drawn maps and I’ve probably spent the most amount of time working on various iterations of pencil/pen and paper maps. I’ve collected over the years copic markers, a Speedball quill and nibs, liquid inks, artist pencils, etc., etc. Still, most of my handdrawn maps (some of which have been on the blog) remain in relatively low-detail black-and-white. I try, over and over again, to practice top-down and isometric mountains and symbols and never end up with something that satisfies. Part of that is my setting high (read: potentially unachievable) standards for myself as a novice artist (at best), part of it is becoming relatively quickly discouraged, setting it down, and picking things up much later.

In the past six months, I’ve tried a number of additional techniques. I’ve started drawing digitally using Procreate on my iPad Pro. While I’m making some progress there, both in terms of mapping and general drawing, my dedication to learning has been much more lackluster than it should be.

As alternatives, I’ve tried some of the more recent mapmaking programs–Wonderdraft and Inkarnate. I went with Wonderdraft first, using it to create some passable maps for the Innumerable Isles fantasy piratical game I recently ran for friends. While I found the program easier to use than CC3+, I also ended up with coastlines that were much blockier than I’d have liked.

This past week, I decided to try Inkarnate. At $25 for a yearly subscription, it’s far more affordable than CC3+ and just slightly less than the one-time payment for Wonderdraft (at $29.99).

It’s also far more intuitive than any of the other programs (though some basic understanding of layers in digital art is necessary), the “textures” (which are background fill patterns, such as types of grass, lava, wasteland, desert, etc.) blend really well and have enough adjustability to provide a lot of function while remaining quite simple in application. One thing I especially love is the ability to import your own textures. I’m not skilled enough to create real patterns for mapmaking, but I can use the import feature to import a picture of one of my previous maps to shape the coastlines and place icons for a new version of that map before replacing the textures with ones actually suitable for the map. That’s how I created the updated version of the map of Altaenë in Avar Narn that is the topic photo for this post: I imported a digitally-drawn rough map (itself based on a previous pencil and paper map) to create the map above.

I’m pretty happy with that map. I’d still love to produce some digitally-drawn custom maps with blended colors, handdrawn features, etc., but for the time being, this is a map I’m happy displaying or using in some of my materials. The map itself took about three or four hours to do (at a leisurely pace), making it probably the most efficient map I’ve ever produced–certainly so in light of end result. To be fair, I had long ago placed the features and coastlines and come up with most of the names (aside from making changes to better suit Altaenin linguistics), so most of the heavy creative work for the map is not included in the creation time cited.

I’m also working on a world-scale map for Avar Narn in Inkarnate and, like my experience with the map above, I’m getting results I’m quite happy with, especially for the investment of effort. In fact, I’ve not been able to create continental-level maps I’ve been happy with in other media.

I’ve still got some of the creative brainstorming to do on finishing the farther-flung regions of Avar Narn for that map, so I’m probably going to turn to a city map next to flesh out the urban setting where several of the Avar Narn short stories (including “Blood Over Gold” posted last week) are set.

If, like me, you would like to quickly, inexpensively, and efficiently produce some maps for you RPGs or fiction writing, I highly recommend that you give Inkarnate a try. There is a free trial version and you could do a test paid subscription at $5 per month if you want to dip your toes before any greater commitment.

To be clear, I have no affiliation with Inkarnate’s creators and haven’t received anything from them (or anyone else) for writing this post. Sometimes, though, I get excited enough about a writing/creative tool (even one that you’ve probably already heard of) that I feel like its worth sharing for those who might find some use in it.

Patreon Planning Update

As I continue to plan for a launch of my Patreon at the beginning of the new year, I want to keep you apprised of the details so that you can determine whether this is something you will be interested in. A few changes or additions to the plans in previous posts:

(1) I intend to have only one Patron level instead of three to simplify delivery of “the goods.” This level will be $5 per month; I’m anticipating a $50 per year alternative if you’re the kind of daring soul willing to take a risk up front.
(2) I am establishing an account on WorldAnvil, which will be used to organize content for your reading pleasure. It’s my understanding that access to WorldAnvil can be synched with Patreon, providing some nice compatibility on that front.
(3) I have been working to write, compile, revise and codify existing worldbuilding material for Avar Narn, with the intent of having a ready reserve of material to post to hit promised monthly quotas. However, I’ve decided it’s better on all fronts for me to open with as much material as I can muster by the end of this year and to devote myself to new material when the first month begins. This way, you’ll have some background on the world to explore from the second your Patreon becomes active. Some of this will be rough works in progress (particularly the long history of the world), but some will also be focused write-ups on particular topics of importance to the setting. I believe that I currently have somewhere around 25,000 words of material to begin from, and will be working as furiously as I’m able over the course of this month to increase that number as much as possible for launch. I’m also working to have a new map of Altaene (the islands that are home to the “Seven Sisters” cities and the setting of Things Unseen) by launch.
(4) 10,000 words of new setting material (or equivalents in maps and visual design work) will be the bare minimum I strive to deliver each month. Additional features beyond that amount will include: new short stories, early access to revisions of the Things Unseen novel in progress, development toward a complete roleplaying game using my own developed system–Patrons will be encouraged to playtest and provide feedback once the ruleset becomes workable, and behind-the-scenes commentary on my work progress and methods. It is my intent for the Patreon to provide broad access to the world of Avar Narn, however you want to interface with it–whether that is enjoying fiction, becoming immersed in the lore and history of the world, or leading and taking part in your own adventures within the setting.
(5) It is my intent to pour all proceeds from Patreon back into the setting itself. Funds will pay for maintenance of the hosting and other costs of online material, the purchase of books and tools to enable me to better expand the materials available for you and, if possible, the commissioning of third-parties for high-quality artwork, maps, and layout/design for the compilation of materials into books and other media.
(6) As previously mentioned, I will also be establishing a Discord for Patrons to dialogue with me and others, pose questions about the setting and generally engage in a developing community around Avar Narn.

More to come soon!

Infinite Recursions

I think it was Stephen King who wrote or said that, if one wants to be successful as a writer, one needs to writing like a (second) job. I’m not one for taking people’s advice on reputation alone, especially on something so deeply personal and resistant to generalization as writing. Nevertheless, I think (maybe “worry” is a better word) that he’s right.

In light of that, I’m considering starting a Patreon. Through that medium, I’d add some focused posts on my personal worldbuilding endeavors, including fiction and roleplaying rules for those settings. Avar Narn would, of course, be a particular focus, but I also have a handful of additional settings I want to develop—especially for roleplaying (mine and others’). Posts would be at least weekly, with deep dives into aspects of setting, maps, and much more for the enjoyment and use of patrons. I don’t know if I really have a critical mass for something like that to work, but I think it would be useful to me in several ways. First, the deadlines and accountability this could bring me would, I think, help my productivity.

I’m also reminded of a story about a Russian agent working for CIA case officers at the height of the Cold War. He’d regularly ask his handlers for money in exchange for his services, increasing the amount that he wanted every time he asked. Eventually, the Soviets found him out and did what they always did to suspected spies. The CIA officers rushed to his apartment to strip out anything that could link him to others before the KGB could recover it. As they did so, they found all of the money they’d paid him. He had never been the mercenary they’d expected; the money was his way of ensuring that the information he passed to American spies was worthwhile and valuable.

I’d like to think that that’s how Patreon would work for me—as a tangible indication that people are actually interested in my creative work. It would be nice to have some associated income—either to allow me to devote more time to writing and other creative endeavors or to invest in the settings themselves—for artwork and other needs that could allow me to produce professional-grade works—but I don’t expect the income derived therefrom to be a life-changer.

One of my reservations about taking the leap, other than the possibility that a lack of response becomes a de-motivator, is some release of creative control over my productions. Which leads me to the title of this post.

As I was thinking about the prospect of a Patreon, of what it would practically look like, I realized the fallacy of thinking about absolute creative control. Once a piece of art or writing is shared with others, it irrecoverably shatters into a number of pieces equal to the number of participants in the setting.

There is no single Middle Earth, no one Marvel Universe, no absolute Star Wars (just ask Disney). And this goes well beyond fanboy-ism and head cannon—the “feel” of a setting is going to be unique in some inexplicable way to each experiencer, even before we talk about fan fiction or roleplaying games set in that world.

And that’s not a bad thing—it’s a really fascinating one to think that every fictional world becomes infinite worlds, recursions of varying degrees all riffing in some core ideas.

Like all things, that makes the creative act both deeply personal and necessarily communal if it is to be enjoyed. That dialectic speaks to my soul, if I’m going to be honest, and all my worries about whether other peoples’ ideas creep into my own creations seems stupid, honestly, in the light of our corporate relationship between a setting with all of its idiosyncrasies created by our own idiosyncrasies, and the relationship that creates between each of us.

Frankly, it makes me want to create more, write more, give others more setting to make their own in their various ways and enjoy.

I think I’ll give Patreon a shot. We’ll see what happens.

A Third View of Worldbuilding

The past month has been rather silent on the blog, and for that I apologize. I’ve got a few half-written posts that I’m letting percolate a while and I’ve spent a good deal of that time continuing to expand and refine my fictional setting, Avar Narn.

In undertaking that task, I’ve been thinking a bit about the process and craft of worldbuilding, and I thought I’d share some of my thoughts with you.

I’ve called this post “A Third View of Worldbuilding” to contrast against the two most-commonly-described approaches to building fictional settings: the “top-down approach” and the “bottom-up approach.” As the title suggests, I’m going to offer a third way in this post, one I’ll call the “archaeological” approach. But first, let’s get some definitions of the established approaches.

A Note on Historical Analogues
I think it worthwhile to have a quick sidebar discussion about reliance on examples from the real world in building fictional worlds. There seems to me to be a sense that drawing upon real-world analogues for building nations, cultures, religions, and other aspects of the setting is lazy or uncreative. I’d argue that the use of such analogy is both unavoidable and valuable to worldbuilding when done purposefully and carefully.

Reference to our world is inescapable because humans lack the capacity to create something new ex nihilo. All human creativity is a matter of taking the blocks of what we know and arranging them into new patterns that no one’s thought about before. Lean into it and cut yourself some slack.

I’ve got a quotation at the beginning of my Avar Narn worldbuilding notebook from writer of fiction and roleplaying game content Ari Marmell, and I think it makes the point as concisely as possible. He says, “Originality is great–as a tool for writing good stories and compelling characters, or as a byproduct thereof. It should never be your goal; your goals should be, well, writing a good story and creating compelling characters.”

Some examples that I think prove his point:

The Witcher setting draws very heavily from medieval history and fairy tales to provide the core of its narratives. We don’t read those novels because we’re looking for a completely innovative setting; we read them because Geralt and his companions are interesting characters and the stories they find themselves within are fascinating and entertaining. Those stories benefit from their groundedness in the pseudohistoricity of the setting.

Abercrombie’s First Law setting likewise draws upon historical analogues (though not necessarily to the same extent as The Witcher) to build the setting (and quickly clue the reader into it). Angland has its roots in England (obviously) and in Norse/Germanic cultures. The Gurkish Empire finds its footing in the historical Muslim (and particularly Ottoman, I think) states–though this footing either purposefully draws upon some Western romantic (I hesitate to use that phrase because the Western romanticism of the Near East is rarely positive) or it curves in that direction because of the narrative and setting itself. I don’t want to imply any judgment there, because I don’t think there’s an agenda behind Abercrombie’s choices except to write compelling fiction. Styria has, of course, the feel of Renaissance Italy.

Tolkien drew heavily upon Anglo-Saxon culture for the Rohirrim (it was his academic specialty, after all).

Brandon Sanderson’s feruchemy, allomancy and hemalurgy are so fascinating precisely because they contrast so starkly with Western historical magical ideas (and thus what we typically expect in Western fantasy fiction), while Jim Butcher uses those same ideas (the historical Western ideas about magic) as a starting point to establish depth and interest in his urban fantasy, The Dresden Files.

In roleplaying games and in speculative short fiction, the use of close adherence to historical analogues can quickly establish setting, useful for getting an unfamiliar audience invested quickly. John Wick’s roleplaying games 7th Sea and Legend of the Five Rings are prime examples.

All of this is to say that you should beg, borrow and steal from real-world examples to build your fictional worlds. Just do so thoughtfully and intentionally and you’ll be held in good stead, no matter how much you eventually veer from the “source material.”

The Top-Down Approach
The Top-Down Approach suggests that you start with the general, the big ideas of the setting, and work your way down to the details based upon those big ideas. This approach works well for fiction writers, where the setting ought to be considered in relation to the kinds of stories you want to tell, to the themes and motifs of the works you’re considering, and to the sort of atmosphere you want to establish for your audience.

No approach to worldbuilding is without its disadvantages, however. The Top-Down Approach runs the risk of creating generic settings that feel like the two-dimensional facades of buildings on the main street of some theme park–it’s just so easy to rely entirely on historical analogues to provide all of the details. Without reliance on reference to the real world, it can be hard to know where to begin with the Top-Down Approach and easy to end up with contradictory details as you develop different aspects of the setting and bring them together.

The Bottom-Up Approach
In this approach, you start with a limited part of the setting, developing in detail, before using that beachhead as a jumping-off point for expansion into larger aspects of the world. The Bottom-Up method is great for getting stuck right into a story or game–you start with only what you need to get going and add on only when the scope of your narrative needs to expand. There’s a reason that Dungeons and Dragons encourages GMs to create a small adventure setting first (a town or village “hub” with adventure sites in the surrounds) to begin a game. Sometimes you really only need the 2-d facade because all of the story will take place on the main street.

This is easier with writing rather than gaming, where a reader can’t spontaneously decide to peek behind the curtain. But it’s not a bad thing either, because the ability to improvise new setting details (or to offer your players the opportunity to fill in details) can add new and unexpected dimensions to the setting, which is both meaningful and entertaining.

The biggest danger of Bottom-Up creation, I think, is that you end up with a “kitchen-sink” setting, where everything needs to be pigeonholed into the setting somewhere (I’d argue that this is the case with D&D’s Forgotten Realms setting) so that the world feels more like a theme park than a living, functioning, believable world. As a corollary to that, if you have multiple Bottom-Up aspects developed concurrently before moving to higher-level issues, you end up with a mish-mash of ideas instead of a cohesive setting with central themes and ideas. I don’t mean to say that that’s wrong–our own world has no clear cut definitions of what it means, so there’s realism to be found there as well. But in terms of narrative, having cues about what you’re about (or what your setting’s about, anyway) can be helpful.

A Third Way
Now for my own point: (not the) third way for worldbuilding. We’re going to use archaeology as our analogue here (hence my calling this the “archaeological approach,” of course). When archaeologists are excavating a site, they first set up a marked grid so that the location of each object found can be carefully recorded as they go. A single archaeologist can only work in one cell of the grid at a time, but a useful interpretation of the site only develops as multiple cells are excavated. The interpretation the archaeologist had after excavating area A1 may change dramatically after excavating cell D4, so she may need to go look at A1 again to rework her thoughts. Eventually, a cohesive interpretation of the whole will develop, but only as different cells are examined over time.

The same occurs between different archaeological sites. What is discovered in one place might drastically change the interpretation of an earlier-excavated site. And, good archaeologists leave parts of the site unexcavated and preserved for future scholars, who will arrive to continue the work armed with more sophisticated tools and, hopefully, knowledge about the site and culture being investigated that the earlier archaeologists didn’t have.

Okay, this is essentially nothing new–my point is that the art of worldbuilding shouldn’t be simply top-down or bottom-up; it’s a back and forth, a jumping around–the assembly of a puzzle rather than the construction of a building. “Top-down” and “bottom-up” are merely constructs for discussing the art of worldbuilding anyway; I seriously doubt that most worldbuilders engage solely in one method, or even in a dogmatically rigid sequence of building a setting. I certainly don’t. You have to use what works best for you: your personality, work habits and creative style. I’ll follow this with some concrete tips that have worked for me.

Tips for the “Archaeological Approach”

1. Always be ready to change what you’ve established in light of new “discoveries.”
This is one of the most effective tools for originality in a setting and one of the most rewarding aspects of worldbuilding (at least when done for its own sake). This is very much like discovering new things about your characters or plot when writing a novel. In worldbuilding, as you add details to the history, geography and cultures of your world, you’ll start to have little epiphanies about the consequences of those choices or contradictions between details that develop because of them. If you’re consistently ready to take those developments and go back through what you’ve established, metaphorically ironing out the kinks, the setting will begin to develop in some unexpected ways that add depth, detail, and verisimilitude. I believe I’ve said before in a different post that my favorite thing about Max Brooks’ book World War Z is how, if you can just suspend belief for the zombies, the stories and political events that the novel describes make logical sense based on real-world political realities and history. The more places someone investigating your settings says, “Aha! X happened because of Y and Z,” the more immersive and believable your setting becomes, no matter how fantastic.

2. Put pins in things.
To try to maintain flow in the process of worldbuilding, try to avoid letting yourself get hung up on details that you’re not ready to fill in yet. Some examples, if you’re working through your setting’s history and a new nation crops up, don’t feel like you have to go define that nation’s culture and separate history right away. Put a pin in those subtopics and continue working on the task at hand.

For me, this helps in two ways: First, it helps me to stay efficient, focusing my efforts where I’m ready to make good use of my time instead of following rabbit trails that I’m not mentally prepared for. Second, when I do run into writer’s block in my current task, it gives me ready alternatives to shift to so that I can continue making useful worldbuilding efforts instead of having to put the whole thing down for a while to let it sit.

This works both for details and–especially–for names. If I don’t have ready names in hand when I come to a new character or place in Avar Narn, I tend to change my font to bold (so that I remember I need to come back to the detail) and put a shorthand description of the thing in brackets so that I can keep going with the narrative.

3. Keep lists.
Sometimes, I feel like I’m too tired or distracted to have the mental wherewithal to conduct some serious worldbuilding, but I want to do something useful to keep progress going. I’ll play around with an online name generator, taking the output and modifying it into names I like or that I think would have a place in one of Avar Narn’s languages. I’ll make lists of interesting cultural oddities, quirks or nuances that I might be able to “plug into” a culture as I’m developing it, speeding along the development of granularity of detail. Hell, I’ll make lists of topics I need to develop, so that when I’m feeling creative (or sitting myself down to be creative–damn how I feel about it!), I have options in front of me so that I can select the one that most appeals at the time and get straight to it.

4. Be Able to See the Forest.
Organizing your work is essential in worldbuilding. If you don’t, you’ll lose details altogether or have to rework some of the work you’ve already done to account for them. More important than that, though, is the ability to take a quick high-level approach to see how things are fitting together. How developed is your setting at this moment? Are you working on helpful details or just adding more to the setting that may never come into play? If you’re worldbuilding for worldbuilding’s sake–and I think it is a worthwhile exercise even if you never plan to do anything with your setting–this doesn’t matter so much. But if you’re developing a setting for a roleplaying game or for fiction and you’ve got some extrinsic or intrinsic deadline for kicking off the game or writing, you want to be able to make sure you’re not spending in the weeds–naming that delicious pie shop at the end of the world your characters will never visit.

Overall, I mean to say that you should be able to move into a temporary top-down approach when that suits you.

5. Be able to see the trees.
Modern historians no longer view history as a collection of the exploits and ideologies of the elite–they rightfully recognize that most events have multiple confluences of causes that come together to trigger them in a particular place and time. Looking at the finer details allows you to make larger-scale choices that seem to flow naturally and consequentially from those smaller choices.

In other words, be able to move into a bottom-up approach when useful.

6. Be a sponge.
Samuel Johnson said, “Never trust a man who writes more than he reads.” Fair point.

Soak up all the information you can: about how the world works, about how people work, examples of real-world history and culture, etc., etc., ad nauseam. If you accept as true that human creativity is a matter of rearranging the blocks we already have into new structures, put as many different blocks in your toy box as you can. But, don’t let sponging up knowledge be all that you do. This is an excuse I often use myself; I’ll tell myself I’m sponging up information right now, and when I have enough, I’ll get back to the worldbuilding. There’s never enough, so use what you have even as you’re getting more.

Conclusion
I won’t say that there are “a lot” of worldbuilding books out there, but there are a few. I personally find them useful for providing with checklists of things to think about as I’m building my world, but I’ve never found any of them to be a panacea or ready guide to doing the damn thing.

In my mind, worldbuilding is and should be an organic process, difficult to predict in its details or course, much less in its results. It’s a journey you have to walk, not an engineering plan to rigidly follow. Your experience may differ vastly, of course.

As a final thought, lest you think that I am blind to the downsides of the approach I’ve argued for in comparison to top-down and bottom-up methods: this organic, back-and-forth approach of worldbuilding is time-consuming and risks becoming the object in and of itself. If you’re worldbuilding for the sake of it, that’s not a problem. But if you have purpose(s) in mind for your setting once it’s “ready,” remember that at some point you’ve got to start actually running that RPG or writing that novel.

Capturing the Medieval in Fiction

(N.B.: In this post, I’m using the terms “medieval,” “Renaissance” and “Early Modern” more or less interchangeably for stylistic purposes and ease of writing. Scholars do not agree on the applicability of these terms, with some scholars favoring a “long Middle Ages” lasting into the 18th century, others starting to use the term “Early Modern” with the Italian Quattrocento, and others having more discrete epochs to which they ascribe the terms. I’m not messing with any of that, and I don’t think it will prevent you from getting my point.)

On the heels of my series about “What Writers (and Roleplayers) Should Know About Swordplay,” I thought I might write a little bit more generally about verisimilitude in fiction and RPGs set in a pseudo-medieval or -Renaissance milieu.

When it comes down to it, there are two ways you can write and run games in this sort of a setting, and I think we’ll see that, in gaming at least, the two camps are relatively simple to parse.

The first is the Renaissance Faire approach. It’s not how things were; it’s how we wish they were. This is a fantastic pastiche of history, a facade of the early modern propped up by set pieces that, if we look behind them, we realize are two-dimensional suggestions and not faithful recreations.

Don’t get me wrong, Renaissance Faires are fun. I try to go to the Texas Renaissance Festival every year; when I was in grad school, I’d skip out on a Friday to set up camp for the weekend and play board games with friends until the park opened Saturday morning.

But there’s also something deeply unsatisfying about the Renaissance Festival to me in a way I try to push down deep every time I go. It’s very much pretend-time, and while it has its own charms, it completely lacks the nuance and depth that fascinates me about the time period, that caused me, for a time, to study it professionally.

I’ll defer to Neil Gaiman for a quip that has always made me laugh, from The Sandman #73, when Hob Gadling (who was alive to see the Renaissance) says while visiting a Renaissance Festival: “Well, the first thing that’s wrong is there’s no shit. I mean, that’s the thing about the past that people forget. All the shit. Animal shit. People shit. Cow shit. Horse shit. You waded through the stuff…you should spray them all with shit when they come through the gates. No lice. No nits. No rotting face cancers. When was the last time you saw someone with a bloody great tumor hanging off their face?”

Why do I find the lack of those things so disappointing? It’s not that I’m a masochist (I don’t think). It’s that we’ve sanitized the human experience out of this period so that it seems patently false and superficial. No, I do not want to be sprayed with feces, I don’t want to pick up a colony of lice just for authenticity’s sake when I next attend the Faire (which starts in just over a week, I believe).

But when I want to imagine a world with close ties to the historical period, I want some authenticity to inform the setting, to play a part in the conflicts that develop, the small trials and tribulations. I want a setting that feels immersively real.

In the Renaissance, it was rude to show the underside of your hat to someone while you bowed; typically you would hold it close to your body to prevent anyone from seeing such a private place. Because the underside of your hat was probably nasty. Even if you didn’t have lice, sweat, body oils, and accumulated detritus made the interior of your headpiece rather unpleasant to consider.

These details remind us how different the human experience was for people back then. When air conditioning was no thing, long-term food storage precarious, famine only a bad harvest or a weather disaster away, people had different concerns than we might now. Human nature was the same, of course, and the same motivations (greed, fear, desire for comfort and safety, identity, conscience, piety, to name a few) drove people to behave as they did. But the world in which those motivations acted, and the results they produced under the circumstances, were often different in ways difficult for the modern mind to recapture.

Think about the offense you might take if someone living five-hundred years from now looked back on us and thought about the way we live as “quaint” or as some pastoral fantasy of a “less complicated” life.

Clearly D&D fits into this first camp. The narrative focuses on the fantastic over the mundane, which it is happy to gloss over. There’s not necessarily anything wrong with that–I can imagine that most players would much rather focus on that aspect of their game than mundane minutiae.

The second camp hits closer to the feel I’d expect, but not through verisimilitude, necessarily. Games like Warhammer Fantasy Roleplay, its modern cohort Zweihander, and those games that tend to fit into the position of “weird” fantasy; in the fiction world, think China Mieville’s New Crobuzon.

These settings are grittier, and WFRP in particular makes a greater point about the weirdness of the common folk of the Empire, the constant threat of disease, the unavoidable presence of untreated mental illness, superstition mixed with genuine piety, and a fear of the occult that a medieval or Renaissance person might well relate to. But these are generally treated as originating, at least to a great degree, from the fantastic elements of the setting–the actual existence of magic, the prevalence of monsters, the actions of very real beings whose provenance is disease and madness. In some sense, this is just putting flesh on the bones of beliefs and superstitions underlying medieval culture (to the extent that it is monolithic, which is to say not at all).

If the end “feel” of the setting is all that you’re after, then WFRP and its brethren and sistren come “close enough,” to capturing the early-modern vibe, I suppose.

For me, personally, though, the interaction between the mundane and the fantastic is a fertile ground for narrative and worldbuilding depth, one that most fantasy fiction and roleplaying games gloss over or make generic.

Let’s take the Thieves’ Guild for instance, a classic in fantasy settings and D&D in particular. The idea came about, in part at least, because of the historical existence of the “thieves’ cant” and “canting crews” (see 1698’s “New Dictionary of the Terms Ancient and Modern of the Canting Crew”). The cant was not a language, really, but a large body of slang used by those involved in illicit occupations to code their discussions from the body public and to identify who was “in” and who “out.” But this was not indicative of any large, institutionalized criminal enterprise; it was a grassroots and organically-developed aspect of criminal life by loose affiliation. This allows for a lot more nuance (although perhaps a lot more work for a GM as well) than a single or a few competing “Thieves’ Guilds.” Sure there were organized criminal operations as well, but none of these seem to have exercised exclusive dominion on the criminal underworld of a place.

I am fascinated by the minor but constant pains of the adventuring life. Having been a somewhat avid camper and backpacker, I have experience in the frustrations that can accompany short-term wilderness treks made more comfortable by modern materials and technology. Remove those pleasantries and extend the voyage and things become more difficult. Adventuring quickly seems to be much more like military life in war (or at least what I understand it to be like with no personal experience): boredom, drudgery and myriad minor obstacles to frustrate punctuated by bouts of extreme excitement, danger and fear. Have you ever considered that the days- weeks-long hike to that dungeon might be just as dissuasive (or deadly) to would-be adventurers than the monsters that live within it? How about the possibility that a noble desperate to find some relief from the gout might be just as likely to hire adventurers to search for a miracle cure as some old wizard seeking ancient artifacts?

That’s where the beauty of it comes together–when we get characters and situations that combine and blend mundane human concerns with the fantastic, we get settings and narratives that are far more complex, far more interesting, and far more believable than those that neglect such details.

And think about how much such concerns add to your worldbuilding? Where is the average wizard going to find the most lucrative (and consistent) employment–in throwing fireballs around and calling down comets or in helping to make sure the crop yield is good, healing common disease, and dispelling some of the more vexing aspects of daily life? Is a “remove lice” spell or a “bathe” spell more valuable than a magic missile in an economic sense? How about that “unseen servant” when it’s time to make camp after ten hours of walking or riding?

On a related note, how would disparate access to magical services reinforce class distinctions and divisions?

Don’t be fooled by the fact that games tending towards “80’s realism” more often incorporate these considerations (or at least facsimiles of them)–mechanics are not necessary to bring this depth to your game. It comes out in the descriptions of places and things, the motivations and behaviors of characters, and the narrative details. You can incorporate these ideas into mechanics if you’re so inclined–Torchbearer at least incorporates fatigue and hunger (among other items) into constant and legitimate concerns for adventurers (in a relatively simple way as well), and even judicious application of fatigue levels in D&D can do the trick without further rules changes.

There are plenty of books on societal structures and the operations of certain medieval institutions (especially the manor house in feudalism) written especially for roleplayers (but equally helpful to writers of fiction if you ignore the offered mechanics and focus on the information provided). Expeditious Retreat Press’s Magical Medieval Europe has long been a staple on this front, as are Lisa Steele’s Fief and Town and, more recently Philip McGregor’s Orbis Mundi 2 (probably my favorite of these).

But there aren’t as many (any?) books I’ve found specifically for roleplaying gamers and writers about medieval/Renaissance culture and habit. Yes, you can read Machiavelli’s The Prince for one (embittered) man’s political theory, Castiglione’s Book of the Courtier for idealized elite behavior, and mine Shakespeare’s (and Marlowe and Jonson, etc.) works for glimpses of behavior–though you’ll likely need to read a bunch of scholarly resources to decode these as well! These are all worthwhile things to do.

I’ve found a couple of books and resources that I believe are excellent primers on aspects of early-modern culture that can be very advantageous to the writer or GM. Note that they range from the scholarly to the popular (and perhaps over simplified). They are:

  • Ruth Goodman’s How to Behave Badly in Elizabethan England
  • Most Great Courses on the Medieval and Renaissance periods
  • Edward Muir’s Mad Blood Stirring: Violence and Vendetta in Friuli During the Renaissance
  • Ian Mortimer’s Time Traveler’s Guides
  • The London Medieval Murder Map
  • Frances and Joseph Gies’s Life in a Medieval… Series
  • Gamini Salgado’s Elizabethan Underworld

And for the truly weird:

  • Darren Oldridge’s Strange Histories
  • Carlo Ginzberg’s The Cheese and the Worms
  • John Waller’s The Dancing Plague
  • Norman Cohn’s Europe’s Inner Demons
  • Brian Levack’s The Witch-Hunt in Early Modern Europe
  • Keith Thomas’s Religion and the Decline of Magic (one of my very favorites)

Bonus Round – Quick Facts

Sugar
Despite the Greco-Romans being aware of sugar, it wasn’t much of a thing in the early middle ages in Europe. The Crusades and contact with the near east reintroduced sugar in small quantities to the continent, but its use was long limited to medicinal purposes over gustatory ones (see sugar packing of wounds, known to the ancients, for an example, but also usage for stomachache, etc.). It wasn’t until the 15th Century “settlement” (read: colonization) of the Madeira and Canary islands that sugar began to enter European culture in a big way–and this was further accelerated by the “discovery” of the “New World.”

Cotton
Linen and wool were the dominant textiles for universal use, with rarer things (velvet, ermine, silk, etc.) available to the nobility. Some cotton was occasionally used in medieval Europe, but it was rare enough that John Mandeville describes it as deriving from a “wool-growing tree” and some artwork depicts vegetative lamb-plant hybrids (something Hob Gadling also refers to in Sandman #73).

Cotton is native to Egypt and Africa, but like sugar, it didn’t enter broad circulation in European culture until the cultivation of cotton in the “New World.”

Fruits and Vegetables
Depending on how historical(ly based) your setting is, you might want to check on what kinds of fruits and vegetables (or animals, for that matter) were unknown before the “discovery” of the “New World”–tomatoes, blueberries, strawberries, avocadoes, maize and a good deal more.

Conclusion
As I’ve said before, all of this information is a guide–not a set of constraints (unless you’re writing historical fiction).

Think of all of these details as a complex web of joined points; if you pull one point, it’s going to have ripple effects on other points in the web. That doesn’t mean don’t do it, but it does mean you should exercise some caution and forethought in how you pull, lest you pull so hard that the lines between snap. That’s your verisimilitude you just destroyed.

At the same time, though, these sorts of details are opportunities, opportunities to efficiently convey ideas about the nature and feel of the world in which you’re writing or gaming. Don’t lose out on those opportunities!

What Writers (and Roleplayers) Need to Know about Swordplay, Part VI: Reading Recommendations and Conclusions

Reading Recommendations:
The Martial Arts of Renaissance Europe, Sydney Anglo
Records of the Medieval Sword, Ewart Oakeshott
The Art of Sword Combat: A 1568 German Treatise on Swordsmanship, Translation                      of Jaochim Meyer by Jeffrey Forgeng
The Medieval Art of Swordsmanship: Royal Armouries MS I.33, another Jeffrey                              Forgeng translation
Sigmund Ringeck’s Knightly Art of the Longword, David Lindholm and Peter Svard
Master of Defense: The Works of George Silver, by Paul Wagner
How to Behave Badly in Elizabethan England: A Guide for Knaves, Fools, Harlots,                   Cuckolds, Drunkards, Liars, Thieves and Braggarts, by Ruth Goodman (the chapter               on violence has some great social context about swashbuckling, the rest of the                     book is also great fun)

Film: Believe it or not, Star Wars, Episode III, has some of the best swordplay in film (the move where Anakin cuts off Dooku’s hands looks like it could have come straight out of a fight manual), though it should be noted that the Germanic longsword style is probably not the best way to employ a weapon that only needs to touch its target to cause serious wounds–a more subtle system would probably be warranted.

The film, The Duellists, with Harvey Keitel and David Carradine, has some pretty good moments as well. Although well outside our period, the TV show Black Flag has some decent swordplay in it, and a generally excellent depiction of the tactics and combat techniques of early 18th-century pirates. Unfortunately, I can think of more cringeworthy examples of swordplay in film than good ones.

RPGs: If you want an RPG that realistically treats medieval/Renaissance combat in all its glory and detail, then you need to look at The Riddle of Steel by Jake Norwood and Driftwood Studios (now out-of-print and the publishing company defunct, I believe). Norwood in addition so other applicable background experience, was (may still be) a (very talented) member of The Association for Renaissance Martial Arts. I got to spar with him once, more than a decade-and-a-half ago at this point, and found him to be both a fierce fencer and a gracious person.

The Riddle of Steel has a very cool system for combat that focuses on character skill but also accounts for various advantages and disadvantages in weapon selection. It’s been more influential on my own thoughts on game design for other reasons (its Spiritual Attributes are a really cool idea), but as a younger gamer, I loved the combat system, running games set in Avar Narn and the Warhammer Fantasy setting (the latter of which was a particularly good marriage of rules and setting). Now, I prefer more streamlined rules, with my knowledge of fighting techniques influencing narration more than mechanics.

There are two sucessor systems to TROS that I’m aware of: Blade of the Iron Throne, which ports the rules into a more sword & sorcery system, and Song of Swords, which I believe just published after the wait following its successful kickstarter. I haven’t checked it out yet.

Another gamer and member of the historical martial arts community built a large rules mod for the 3.5 Edition of D&D called Codex Martialis, that brings a lot of the ideas from TROS into approximated usage with the d20 system. I haven’t gone back to look at how much work it would take to port this over to the Fifth Edition (likely a rewrite of the Fighter class at a minimum), but it might be worth investigating if you or your players don’t want to leave D&D but want to find some ways to put the ideas in this series into mechanics. I personally think that d100 systems like Mythras probably provide the best middleground, but I’m personally not a huge fan of d100 systems either (picky me!). though Mythras may be my favorite of them.

Some Thoughts About Swordplay in RPGs
Following on my recommendation of The Riddle of Steel and its successors, I want to share some personal thoughts on using knowledge about swordplay in RPGs. Given my preference for simple and quick-moving RPG systems (at present I’m even thinking of laying the complexity of my in-progress Avar Narn RPG system aside for a customization of Fate to the setting), I actually don’t think that much needs to be done mechanically in an RPG to capture realistic swordplay.

That is not to say that nothing should be done. The bare minimum, as GM or player, is to get a grasp of swordplay (and hand-to-hand combat in general) so that you can describe your combats well–make them exciting and interesting with realistic detail and flow that helps to hold the attention of the players.

If you want to do more than that, then you’re talking about making some assumptions about theme and setting. A realistic treatment of swordplay means genuinely dangerous combats that don’t typically last very long. Not every fight will end in death and large-scale dismemberment, though. Here’s a thought to drive that home: it takes about 8 pounds of force to pull an ear off. How many people really want to keep fighting when someone just ripped their ear off? Probably not the majority.

Permanent/lingering wounds and a real possibility of character death will achieve this, but give rise to additional necessary considerations. You need to do one (or more) of three things: (1) give players access to improved healing (and perhaps resurrection) through the setting, (2) ensure that there are mechanical “meta” mechanics for preventing character death (hero points, Edge, whatever you’d like to call it and/or (3) get their buy-in about character death and setting lethality before play begins.

There are, I believe, some important mechanical considerations to a game with realistic combat. I really believe that a bell curve system of task resolution is best, because predictability of outcome will be a huge benefit to players and characters when they must choose whether or not to fight. A bell curve maintains the possibility that an inexperienced person will get lucky and kill a skilled combatant, but it also means that a skilled combatant fighting an untrained person will usually result in a beatdown. This, I think is realistic. I believe that a dice pool system is potentially serviceable, as you get diminishing returns as difficulty decreases (the more important part of the bell curve), but the mechanic with a Gaussian distribution will be better in the end.

If you want to take things further, damage inflicted in combat derives more from the skill of the attacker than the weapon used–in the right hands and the right situation, a dagger may be deadlier than a sword or polearm. Weapons, then, should likely give some advantage on attack tests when they would reasonably offer the combatant advantage over his foe rather than setting the range of damage he does.

Shields should be treated as weapons, not armor, because that’s what they are. Yes, they are weapons better suited to deflecting enemy blows, but they may still be used to push, bash and strike with both the shield face and the edges of the shield. A buckler, in essence, is an armored fist.

Combined with all of the above, fighting ability should probably be skill-based and not level-based. That’s debatable, of course, since levels arguably represent the experience and veterancy of a character, but surviving fights long enough is not the sole determiner of whether a character will “git gud.”

As you can see, all of this militates against D&D for the system to use if you want to run games with realistic combats–or much realism at all, I’d argue. A game where a character can survive a direct hit from a fireball or lightning strike just doesn’t lend itself to verisimilitude. I’d reiterate that that does not make D&D bad/wrong; it’s just a very different approach to RPGs than a gritty and realistic system and the availability of a variety of approaches to our games is a wonderful thing.

I will warn, from my own experience, however, that attempting to modify the D&D system into something that effectively captures some verisimilitude in its combat requires such sweeping changes to both mechanics and assumptions of the system as to be an exercise in futility. That way lies madness.

I’d also say that gritty and deadly doesn’t necessarily mean the “low fantasy” genre, though I see in both literature and games a strong correlation between the two. I would not describe my own setting, Avar Narn, as low magic, but I would certainly argue that it’s gritty.

Conclusion
My argument here is not for the primacy of historically-based realism in fiction and fantasy roleplaying–these media are far too broad to allow such an oversimplification and there are many competing goals in our fictional pursuits over verisimilitude. I do intend to argue, though, that an understanding of the historical basis is a benefit to anyone who devotes the time to it, because that understanding gives you power to manipulate the feel, genre and themes of your setting intentionally rather than wondering in blind.

The less realistic the combat, the more legendary (in the literary sense) and mythopoeic a story or game will feel, and that’s an opportunity to exploit just as the opposite is.

I hope that this series has given you something to mull over, some new opportunities to explore and consider as you create settings and mechanics for your own fiction or games. The rest, as they say, is up to you.

What Writers (and Roleplayers) Need to Know about Swordplay: Part VI: Social Context

For the previous post in this series, click here.

In the first scene of Romeo and Juliet, two armed servingmen of the house of Capulet are boasting to one another, demonstrating bravado in their defiance of the Montagues (and their preponderance of sexual innuendo). According to the stage notes they are armed, as we would expect, with sword and buckler.

Sampson attempts to provoke two Montague men by biting his thumb at them. As an aside, it’s worth noting that this was not an offensive gesture in England at the time–but it was in Italy. Since our story is set in “fair Verona,” that makes sense, but it also allowed Shakespeare to avoid fears of censorship by using a gesture that wouldn’t have been offensive to the audience–or those with authority to censor.

An exchange of words is coupled with blows, as Sampson and Gregory (the Capulet men) begin to fight with Abraham and Balthasar. All are armed with sword and buckler. This combination of weapons allowed for a lot of noise and commotion without as much risk.

Remember that I said that the foyning (thrusting) fence had been outlawed in England in 1534? Dueling, disturbing the peace, assault and murder were all already illegal, so the passage of such a law indicates a social anxiety about the increased deadliness of the thrust. With sword and buckler fighting, particularly if there is no thrusting or grappling and a medium distance is engaged, there can be a lot of swinging of weapons against which there is ready defense (both sword and buckler). Indeed, the court records of Tudor England indicate that these “swashbucklers” were known to brawl without significant injury on either side on many occasions. This matches with the servingman’s dispute–he must put on a good show for the honor of his master, but he doesn’t actually want to get killed, so he fights only as aggressively as he must to avoid derision and acquit himself well, expecting his opponents to do the same.

If murder and death had been the actual intent here, the parties would not (as they often did and do in our dramatic example) face each other openly and begin with words and taunts–they would have engaged in ambuscade and trickery.

Let’s return to Shakespeare. Benvolio, a Montague noble, and Tybalt, a Capulet noble, enter just as the fight begins. Benvolio attempts to stop the fray. But Tybalt is a duelist of the newer style (to England at least)–he enters with a rapier. We know this in part because of Mercutio’s later description of him, which matches with Spanish styles of rapier fence (or at least stereotypes about them).

The English master George Silver had great derision in his fight manual for the rapier as un-English–and indeed, it was the popularity of Italian fencing masters in London teaching rapier over other forms of fighting in Elizabeth England (and therefore depriving Silver of business) that underlay much of his scorn. The sword and buckler, on the other hand, was considered the proper (and traditional) servingman’s armaments in England. But Tybalt is no servingman, he is one of the nobles represented by Gregory and Sampson.

So, Tybalt’s entry into the fight is disruptive on three levels–it interjects foreignness into what (despite the Italian setting of the play) is good ‘ole Englishness; represents a condescension of the noble into the sort of brawl whcih should, in line with social expectations, be left to the servingman; and brings a very palpable and socially-recognized increase in the lethality of the fight through the introduction of the rapier. Indeed, his first words to Benvolio are, “What, art thou drawn among these hearless hinds? [and here Tybalt is calling out the lack of true deadly intent in the servingmen fighting with sword and buckler]. Turn thee, Benvolio, look upon thy death.” These stacked transgressions would have singled Tybalt out for a villain in the first moments of his entrance, with no exposition needed. That is brilliant writing.

That kind of context is lost to the modern audience–we lose some great narrative techniques with it. It takes careful worldbuilding and weaving these expectations into a novel (or game) to bring the audience to a position where they’d recognize such a message given with so much “show don’t tell,” but it is possible to reclaim these opportunities. In some sense, the barbarian with the “twenty-pound sword” is a very clumsy way of trying to use something similar (choice of weapons to convey character), but this is too blunt, too dumb, to be a mark of skill in the craft or familiarity with the conceits of historical parallels.

I love Tybalt’s example because it hits so many social contexts about the use of weapons all at once. The classist angle is the easiest of them, as this persists through most or all historical periods when hand-to-hand fighting is the primary method of violence. Early on, the sword itself is the emblem of the higher-class warrior. By the Elizabethan period, the type of sword used serves a similar function. Likewise, the grosse messer I mentioned in the previous post was a lower-class weapon than certain alternatives. But as important in Tybalt’s example is that there is a social stratification about when and how it is appropriate (or conversely, inappropriate) for people of certain social status to fight.

Vincentio Saviolo, one of those Italian rapier masters who had come to London in 1590, included instructions in the rules of dueling in his fighting manual. This code included the point that men of high status ought not duel with men of lower status, because their lower status itself meant that they could not participate in the game of honor that lay behind the code duello. The closest thing I can think of in this context in the RPG world is the D&D conceit that cleric’s cannot use bladed weapons because they cannot “spill blood,” a popular but unverified historical belief based–as far as I can tell–on the fact that Bishop Odo bears a mace rather than a sword in the Bayeux Tapestry. Anyone who’s seen blunt trauma knows that this is a distinction without a difference on its own (blunt trauma’s plenty bloody), not to mention that it’s a pretty poor argument from history even if we’re going to give a lot of play to the potential hypocrisy of medieval clergy. We can do better as gamers and writers.

The nationalist context of the use of weapons in Romeo & Juliet, George Silver’s Paradoxes of Defense, and an adventure pamphlet purporting to tell the story of an English adventurer who participated in the post-Armada attack on Cadiz, was the focus on my master’s thesis.

Silver states in his fight manual that he can handily defeat two men armed with rapiers with the good old English quarterstaff, but declines to boast that he can defeat three. The adventurer in the Cadiz pamphlet bests three rapier-armed Spaniards with his quarterstaff in a duel arranged after his capture by the Spanish simply to set up the writer’s argument of English national superiority, it seems.

In the historical Renaissance, there’s a tension in the context of weapon use. For warfare, there will likely be a homogenization where the context of warfare is the same or similar (i.e. all of Europe moved to pike formations, cannons and increasingly lighter cavalry over the period) but choices in minor variations of arms and armor (or those weapons used outside the context of warfare) that are tied to national identity. The Italians and Spanish with their rapiers and the English with their swords and bucklers and quarterstaves are one example.

The point is, use this to develop setting and character. From a mechanical sense, perhaps, fighting is fighting is fighting. But not from a philosophical or social sense–there are rules that shape the who, what, when, where and how of fighting created by people and cultures. And, as we see with the swashbuckler servingmen, not every fight is intended to maim and kill.

I’m gonna have to dig on D&D again (sorry if you’re an enthusiast–from a gaming and narrative perspective, it’s not a bad game, even if I personally have a lot of gripes with it). Let’s look at D&D’s rapier: d6 damage instead of d8 of the “traditional” one-handed sword (still incorrectly called a “longsword”) and the ability to use Dexterity instead of Strength on attack rolls. Wrong on so many levels! All weapons should probably be using Dexterity to hit–or better yet, a system relying more on skill than attributes and levels, and the historical rapier was largely considered to be deadlier than the cut-and-thrust single-hand-sword (all other things being equal–experience shows that this match up is much more about the skill of the participants than anything else, and social perceptions certainly don’t always match with reality). So, we see the rapier in D&D as the weapon of Rogues and other “secondary” fighters rather than a measure of social status and a weapon particularly suited for self-defense, dueling and street-brawling over warfare.

Now, if you’re a GM or player of D&D, it would take a massive set of homebrew rules to replace the D&D conceits with more realistic rules (a trap I regularly fall into, never successfully, before again admitting to myself that the D&D system just isn’t a ruleset I can redeem for the types of games I like to run). But that doesn’t mean you can’t make some easy modifications to how you treat weapons in your setting (in the social context and aside from their mechanics) in a D&D campaign.

If you’re a writer, take these ideas and run–and be thankful you don’t have to tie them to mechanics!

In the last post in this series, I’ll provide some final thoughts and some reading recommendations.

What Writers (and Roleplayers) Need to Know about Swordplay, Part V: Learning the Art

For the previous post in this series, click here.

The sword masters of the early-modern period agree that one must learn the sword by doing and, indeed, this is a precept of many modern WMA groups–reading the fight manuals and seeing their illustrations is one thing, but one cannot truly understand the art and craft of the sword (or any other aspect of medieval/Renaissance hand-to-hand combat) without actually experiencing it, working through the techniques described.

With that in mind, it’s safe to assume that most training in swordplay occurred by direct instruction. The farther we go back in history, the harder it is to determine exactly what that looked like, but we can make some safe assumptions. During most of the medieval period, training in arms was a part of a young nobleman’s education, and it was expected that those who had charge over him, whether he was raised by his own family or placed in the household of another noble house, would provide for such. This likely started as an informal affair and became more formalized during a young man’s time as a squire while that system was in use.

While a few of the fighting manuals show grappling techniques, many do not, and those that do tend to show more advanced techniques of traps, breaks, locks and such. I can’t remember a manual that demonstrates how to throw a punch or how to kick someone. As is the usual assumption when the specifics of a skill are not described when the skill is mentioned in an instructional manual, the common belief is that those people writing the fight manuals took for granted that a person looking to undertake instruction armed combat understood the fundamentals of unarmed combat. We might say something along the lines of, “those young men who didn’t learn how to defend themselves with fists and feet during their childhood lack the constitution and mental preparation necessary to learn the sword.”

From the grappling techniques recorded in fighting manuals, the medievals and their Renaissance successors had a relatively comprehensive grasp of unarmed fighting, retaining some techniques that descended from Roman practice and perhaps even from Greek Pankration as well as formulating techniques specific to the weapons of their own day. As I said before, to a certain extent (and most so with unarmed fighting), the capabilities of the human body and body mechanics being what they are, and people being of generally the same amount of intelligence and insight across geographies and times, unarmed fighting is unarmed fighting, regardless of what little stylistic spins you put on it.

As we also discussed earlier, in the medieval period, both because of the cost of equipment and the nobility’s concerns about peasant revolt, formal training in the sword and those weapons preferred by the nobility were probably restricted to the nobility. But the later the period, the more widespread the availability of swords.

By the 16th century, at least, swords were available and affordable enough that those of the burgeoning middle class could afford them. As mentioned in Part II, owning a sword, and carrying it if you could get away with it, were social signifiers as much as practical, defensive goals.

We have papers and statues affecting the London guild of masters of arms from the 1530’s, and a number of woodcuts from the same century depicting the fechtchules, where those who could pay the dues and commit to the rules of membership could study the arts of war under an acknowledged master. These woodcuts display training in the longsword and quarterstaff, in the grosse messer (the “big knife” single-handed sword; the kriegsmesser or “war knife” is the two-handed variant, of German usage), and to a lesser extent, in other weapons.

Generally, students accepted to a fight school where called “scholars.” After studying for a time and proving adeptness in  the foundational skills, they could progress to “free scholars” and then to “provosts.”

Doing so required “playing the prize,” a public demonstration of skill through sparring matches with other members of the school as well as (potentially) the school’s master and even potentially visiting masters (though this was usually reserved for someone seeking the title of master himself–according to Parisian law of the period, he would need at least three other masters to certify his skill with multiple weapons).

A raised platform for visibility was an expectation for the event, and the person playing his prize might be expected to provide beer or other drink for his schoolmates (for the afterparty, I guess), so we are again returned to the linkage of social status (or at least wealth) with attendance at these schools.

Bear in mind that, in England at least, “foyning” (thrusting) was made illegal (I’ll pick this up in the next post) in 1534. Sparring was conducted with bated (i.e. blunted) steel; some amount of injury was expected. The crowds, though, were also used to executions as a form of public entertainment (ultraviolent films had not yet been produced, after all), and it seems that there was a ready audience who wanted to see the blood flow. Remember that armed fights are usually over very quickly, and if the exhibition, as it was intended to be, consisted of controlled action emphasizing finding the opening with discipline and technique enough to pull the strike when it was clear that it would have connected, then there was room to add more blood to the show.

I don’t have the documentary evidence to back this up, but I’ve heard more than one historian say that (an as a folk etymology it makes sense) the organizers of such exhibitions arranged for pugilism to warm up the audience–unarmed fighting lasting longer and being a bit bloodier when conducted with bare or lightly-padded fists and actual intent. Over time, the pugilism aspect became more and more of the focus, hence our modern reference to boxing as “prizefighting.” Remember, the scholars, free scholars and provosts were “playing the prize.”

The 16th century also saw the burgeoning field of science applied to the sword, particularly math and geometry. Indeed, Mercutio describes Tybalt (in Romeo and Juliet) as “More than prince of cats, I can tell you. O, he is the courageous captain of compliments. He fights as you sing prick-song, keeps time, distance and proportion; rests me his minim rest, one, two, and the third in your bosom: the very butcher of a silk button, a duelist, a duelist; a gentleman of the very first house, of the first and second cause. Ah, the immortal passado! The punto reverso! The hai!” (Act 2, Scene 4). It was in particular the Spanish who made comparisons (in the rapier fight) with dancing–the importance of precision of time and distance, with careful footwork. For more information on this aspect of the science of arms, see Sydney Anglo’s book, The Martial Arts of Renaissance Europe, which includes both frontispieces showing the fencing master/author as mathematician and scientist (bearing compass and other tools of the trade) and images parodying the overuse of mathematical principles as the major focus of fencing instruction (there is one in particular of a dwarf farting, with the wind from his buttocks parsed out into geometrical diagram).

I want to emphasize, again, that despite the prevalence of the written fight manuals in this period, the bulk of real instruction took place through personal relationships, whether or not commercialized. The richest employed private instructors, while the middle class sought the public instruction available through the guilds and schools run by masters of defense. Without a practice partner and the opportunity to work through precise (and sometimes complex and counter-intuitive) maneuvers, it is difficult to do more than properly practice stances, movement between them, basic cutting technique and blocking technique when working solo.

Let’s conclude this part by bringing it to the writer’s craft and the gamer’s table. If you have a martially-skilled character, how did he learn, and how did that affect him. Was his teacher patient or demanding? Was his instruction in solitary practice between single student and instructor, or as part of a group whether in military drill (which, as we have mentioned, would have focused more on formation and movement than the techniques of individual combat) or fight school. In a group, what were the rivalries, tough lessons and embarrassments, not to mention successes, that shape how the character thinks about fighting now?

For the D&D (and other fantasy game) players, what about a fighter whose purpose in adventuring is not the righting of wrongs or the accumulation of wealth, but the gathering of practical fighting experience in multiple weapons to undergird his dream of establishing a fight school? Unfortunately, D&D’s approach to weapons is almost entirely gamist, without much in the way to distinguish when a dagger is a better weapon than a halberd, or that its the skill of the arm much more often than the weapon itself that causes the grievous injury, but I digress.

On that note, think about what the experienced swordsman actually thinks about fighting. The assumption in D&D and its many sister games is that the fighter is expected to jump into the fight, to push the party into combat encounters. But the person who knows how fragile life is in hand-to-hand combat, that even the lucky unskilled peasant can kill a well-trained knight, probably doesn’t rush to fight when there are alternatives. And almost certainly avoids doing so fairly when he has the option of seeking advantage. Yes, there will be some for whom ideology overtakes all practical concerns, but that should be far from the norm (and when it is, it’s all the more believable when it does occur).

For the next post in the series, click here.

 

What Writers (and Roleplayers) Need to Know about Swordplay: Part IV: Armor

Caveat
As I’ve mentioned, my experience in swordplay is largely limited to unarmored combat. I’ve owned chainmail and some other armor pieces, but not plate armor. Therefore, my knowledge in this area relies far more on scholarship than experience.

Dive Right In
Let’s start off with a gripe of mine: “studded leather.” If you’ve played D&D, you’ve likely had a character use this type of armor at one time or another–if I remember correctly, it’s better than basic leather but not as restrictive as chain. What’s wrong with that?

There’s not really such a thing as “studded leather.” Here’s what happened: Gygax and Arneson, or whoever added this piece of equipment to their games, looked at medieval art and pieces of armor that looked to them like leather with “studs” on it. They didn’t do any more research than this and decided that what they were looking at was some form of reinforced leather armor.

What they were actually looking at was a transitional form of armor between chainmail and plate–the brigandine or “coat of plates.” This form of armor has many smaller metal plates (the size could vary greatly) riveted together and sandwiched between other layers (usually cloth, not leather). The “studs” the game designers saw were the exposed rivets.

Does this matter? Yes! A brigandine or coat of plates is a very different thing than a piece of leather. It is semi-rigid, usually form-fitting (for the coat of plates, the brigandine seems a looser, more one-size-fits-all affair), about as noisy as chainmail (and was sometimes worn in conjunction with mail) and not a great piece of kit for thieves and rangers. As I mentioned in one of the earlier Parts, it was one thing to carry a sword around, and another to wear serious armor and battle gear around. The coat of plates and brigandine advertised a person was expecting, perhaps looking for, trouble.

How much Leather?
It’s a staple of fantasy film (and Renaissance Festival or LARP costumes)–the leather-garbed hero, some of the pieces perhaps hardened into shape (cuirboulli or “boiled leather”). I’ll freely admit that it looks cool, especially considering that much medieval clothing looks comparatively goofy to the modern eye. If you’ve played the Witcher 3, you’ve certainly noticed all the people running around with braies and hose so that they appear to be wearing leggings with a cloth diaper hanging out. Yes, that was a thing.

But how much leather was historically used in armor has evaded answer despite many words spilt on the subject. Again, the problem is a largely scientific one–as an organic material, leather is highly subject to decomposition, making it difficult to analyze usage empirically based on archeological findings.

The art, as our D&D example illustrates, can be difficult to decipher, and we can’t be absolutely positive that any given painting or drawing intends to indicate leather over cloth.

Here’s what we do know:

(1) Leather was sometimes used in the manufacture of armor. The classical Greeks did it, the Romans did it, and the leather “buff coat” saw extensive use during the English Civil War.
(2) Leather has some effectiveness in protecting against cuts. This was the rationale behind the buff coat and is the reason that butchers still wear leather aprons today. You can again find videos on YouTube demonstrating this.
(3) Leather was not commonly used in clothing in the Middle Ages and Renaissance. This is not to say that it was never used, but most usages of leather seem to be for gloves, straps and the like. The commonest materials for clothing were wool and linens, with a small amount of cotton used in European clothing and many more materials–silks, velvets, ermine and other furs, etc.–available to the wealthy.
(4) Cloth armor was widely used. Cloth, you say? I do. There were many forms of cloth armor: gambesons, arming coats or jupons, loose-fitting and tight-fitting, some intended to be worn under other armor and some intended to be used alone. Linen armor was usually created by layering and laminating the fabric, sometimes 20 layers or more thick. This created relatively lightweight armor with good resistance to cutting as well as deforming to spread out the force of blunt trauma (particularly if worn under rigid armor). With leather being more expensive than wool and linens (sheep regularly produce more wool and flax can be replanted–leather requires killing an animal) and cloth being close (maybe superior) in effectiveness, it’s very likely that basic economics prevailed over the rule of cool.

If Not Leather, What?
In the early middle ages, you could have any kind of armor you wanted, as long as it was a cloth gambeson or a chainmail hauberk. I’m being overly reductionist, but neither the literature nor the art suggests that there was anything other than those items used commonly.

In the 10th and 11th centuries especially, the literature typically distinguishes between whether someone was wearing mail or not and doesn’t give us much detail beyond that.

An example: in 1066, Harold Godwinson was facing challenges to his position as king of England (which he said was given to him by Edward the Confessor on his deathbed) on two fronts. While waiting for William the Bastard (later the Conqueror, if you must know how the story ends) to finally make his crossing to invade from Normandy, Godwinson received news that Harald Hardrada, the King of Norway and a former mercenary, had landed in the north of England to go “a-viking,” perhaps to make himself king if opportunity presented. After some raids on the coastal villages and clashes with the Mercian aristocracy, Harald Hardrada expected to meet with representatives of the town of York on September 25th at Stamford Bridge to discuss the exchange of hostages and, hopefully, the terms of Harald’s control of York. Because he expected a negotiation, he and most of his men left their mail behind.

Hardrada arrived to find that Godwinson had marched his forces northward with great alacrity, and when Godwinson realized that Hardrada’s men had not brought their mail (and were outnumbered), fighting started to sound better than talking. Despite the fact that, according to the sources, Hardada had taken several levels of Barbarian and activated his Rage ability (okay, the sources say he went berserkergang, but it’s the same thing, right?) he caught an arrow in the neck and was killed, his forces devastated despite valiant resistance.

As an aside, there’s an apocryphal tale in some of the (non-saga) sources that a single huge Norseman was able to hold off the entire English army on Stamford bridge while his fellows retreated to form a shieldwall on the other side. According to the version of the story with which I am most familiar, the English actually had to send archers into the river to shoot up at him from below to kill him. And now, his rage is ended. You only get so many turns.

As metallurgy and technology advanced, there came into being a wide array of various armors. This is not to say that there were not design differences in the earlier period; “double mail” with its rings presumably doubled up for greater protection, is sometimes mentioned, and various patterns of chainmail weaving were employed, so its clear that armorers were innovating in search of incremental advantage even before revolutionary ones came along.

The true transitional period for armor is the 14th century, with many experiments with different types of rigid armor eventually giving way to the “white armor” plate. Some of these experiments included the coat of plates, splint armor, chainmail reinforced with plates in key positions, different styles and cuts of gambeson and arming wear, changes from the blockier and larger helmets of earlier centuries to helmets that deflected blows rather than simply stopping them.

Until the Renaissance and early modern period (depending upon how you define those eras), there were not really professional national armies. There were mercenaries, who were as much professional soldiers as professional brigands, but the economics of their training and equipment is quite different from the armies that develop under Maximilian I and later in the 16th century. For much of the period, a conscripted or volunteer soldier needed to provide his own weapons and equipment, and while the liveried men belonging to the private military of a noble would be provided some kit, the non-aristocracy was seldom given significant armor, it seems.

This resulted in a wide variety of armors used in the late medieval and Renaissance periods, from simple, solitary gambeson to plate armor. If you could afford plate, that’s what you wanted. If you couldn’t, you got the best you could afford.

The “jack chain” (stop snickering you in the back!) is a great example of balancing need with economics. Jack chains are strips of metal, usually attached to a circular plate at the elbow or knee, that could be tied to a soldier’s jack (gambeson). This gave some limited rigid protection to the limbs at relatively low cost.

When considering the variations of armor among non-aristocratic soldiers in this period, I’m often reminded of a saying from my days as a competition shooter–“You run what you brung.”

I’ve fallen and I can’t get up!
Along with the stereotype of twenty-pound swords is a myth about the weight of plate armor and the capabilities of its wearer. No, knights did not need cranes to be put on their horses. Yes, a knight who fell down could pick himself up.

Plate armor designed for combat typically weighed between thirty and fifty pounds, give or take, spread somewhat evenly over the body so that the weight is not especially onerous. Consider that the combat load for the average American soldier is about sixty pounds and its clear that medieval armorers understood enough about balancing armor with the other necessities of combat effectiveness to create something especially effective, not a ridiculous weight that paralyzed combatants. Remember all that movement we talked about in the last Part? Still applies when you’re wearing armor.

We know that plate armor did not significantly effect movement or agility. There are stories of knights performing somersaults and climbing up the undersides of ladders to display acrobatic prowess while armored. Again, you can find some videos on YouTube demonstrating this if you’re not convinced.

Consider also that plate armor was, for the most part and at the height of its design, an improvement in weight over chainmail. A chain hauberk tends to weigh about forty pounds on average.

So all of these mechanics in roleplaying games stating that armor should restrict your mobility and agility don’t really stand up if simulation is the goal. Like carrying any extra weight–when backpacking for instance–the load does require a little extra effort and it’s probably safe to say that it would cause you to accumulate fatigue faster. And yes, it’s fair to say that wearing plate armor makes it more difficult to sneak around. But at the end of the day, wearing plate armor is not the drudgery we tend to think of it as.

For completeness (of information’s) sake, thicker and heavier suits of plate armor were made, usually for tournament fighting, where the extra protection in a combat not intended to be lethal anyway would be welcome. My guess is that this was also viewed the way martial artists and soldiers in the modern era sometimes train–if you use equipment heavier in practice than what you’d actually use “in the field,” you’ll have a much easier time with the field equipment when it comes to it.

The Care and Feeding of Armor
Like swords, armor was not made of stainless steel (which is heavier by density than carbon steel). This means that armor rusts, as can be well attested by museum-goers. Keeping armor from rusting would have been a matter of regular maintenance (i.e. application of oils or waxes), just like it is on modern tools.

But there were some “shortcuts” or techniques used to make armor slower to oxidize (the profound lack of rust monsters also helped). Particularly in the early period, a tabard or other cloth cover was worn over the armor to protect it from the elements, though on a rainy day, this ends up keeping a lot of moisture next to the armor for longer.

There aren’t as many examples that have survived intact, but it is apparent that a fair amount of armor was painted to apply a protective coat, some in elaborate, intricate and even colorful ways.

There is evidence as well that bluing, browning or blackening (controlled oxidation processes) were also sometimes used to protect armor.

Mass Production
The best plate armor is custom-fitted to its wearer and intricately fashioned to be as unobtrusive to a warrior as possible, but as professional soldiers and standing armies developed (for an in-depth view of the changes over these periods, look up debates over the “medieval military revolution”), the state needed to equip more fighters. This requirement was filled by “munitions” armor, the fast and dirty version of a fitted suit.

Munitions armor was often made of iron, not steel, and was made according to a single pattern so that parts were interchangeable for replacement. This resulted in heavier, less comfortable, less effective pieces of armor. But hey, it’s better than nothing if it turns a blade, amiright?

For Writers and Roleplayers
Again, first and foremost, give some thought during worldbuilding to the types of weapons and armor that exist in your world. We talked earlier about differences in weapons (and mentioned armor) between Europe and Japan in their relative medieval periods, so bear in mind that it’s not just the available technologies alone that determines what sees common use.

Look back to the previous Part and think about what locations on the body are likeliest to be struck–experienced fighters, if they have to choose, will likely armor those locations before others (but also bearing in mind that torso strikes tend to be deadlier than (non-arterial) limb strikes given the standard medicine of the period (which may or may not coincide with the available techniques in your setting).

As mentioned before, once you become familiar with the different types and styles of armor in your setting, you can use this to subtly tell a reader (or player) a lot about a character. There’s a great comparison to be had between the young man in a suit of shining new, custom-fitted plate who doesn’t know how to properly grip his longsword standing next to the grizzled veteran, hair flecked with grey, munitions-grade breastplate hanging loosely from his torso, bowed out slightly by his paunch, sword held in one hand, flat of the blade casually resting on his shoulder.

Continue to the next post in the series by clicking here.

What Writers (and Roleplayers) Need to Know about Swordplay, Part III: (The Basics of) How Swordplay Works

Nota Bene: The techniques and conditions described in this part are primarily concerned with unarmored fighting (or at least fighting in anything less than plate armor). This, despite the picture above.

Also, an apology: I’m verbose on good days, but this post is a bit of an infodump. Sorry.

Forget Chivalry
If you believe that medieval and Renaissance swordplay was all about a sense of honor and fair play, check yourself. I spent some time studying krav maga, and the approach of the fechtbuchs to swordplay is similar–the only thing that matters is winning (surviving), so it doesn’t matter how underhanded, unfair or dastardly a technique is if it means you walk away and the other guy doesn’t.

Scholars of the medieval period perennially return to the debate over whether the ideals of chivalry actually ever existed outside of the period’s literature. My personal belief is probably, “yes, it did,” albeit in localized appearances–people who choose to put such ideas before the exigencies and pragmatisms of the day, rare as they must have been (and continue to be).

I have two examples for you from the fighting manuals to allay your sense of chivalry having a place here:

(1) How to Kill a Fallen Enemy: If you’ve watched Kingdom of Heaven or the Lord of the Rings/Hobbit movies, you’ve seen the move where, after knocking an opponent down, our hero takes his sword, one hand on the grip and one on the quillions (crossbar) and drives the blade downward into his foe’s stomach. It looks badass, I guess, but that’s a good way to risk your opponent stabbing you back before he dies.

The “proper” way to easily dispatch an opponent who you have knocked to the ground is to wait. Once they roll onto all fours to pick themselves up, you chop of their head and thank them for presenting such a clean angle on their neck. Not that they’ll hear it. Far less risk that way.

(2) How to Rob a Peasant: If I remember correctly, this technique–with pictures–is in the Codex Wallerstein. It goes like this: you grab you victim by the neck in your off hand while drawing your dagger. You pinch some of the skin of the victim’s neck between your fingers and slice this with the dagger–not hard, just a nick. You just want the man’s money, not his life, after all. In thinking that you’ve just slit his throat, his hands will go to his neck, conveniently leaving the purses and poaches on his belt free from obstructions. Your dagger’s already out, so it’s hardly anything at all to quickly cut what you want free and walk away before the poor man has realized what’s happened.

All of this is to say that biting, eye gouging, groin strikes, sand throwing and all manner of other nasty trick is fair game in a real fight. At the same time, though, we have the very good fortune of not having to live or die by our swordplay, so maybe think of exercising some restraint when sparring so that your opponent is still your friend after it’s over.

Three Results
There are three primary results in a swordfight, with only one of them positive: (1) you walk away and your opponent dies or is significantly wounded, (2) your opponent kills or significantly kills you and walks away, and (3) you manage to kill or seriously wound each other.

When you think about it that way, the odds are stacked against you from the outset.

Everyone Dies
Even the best fighter makes mistakes, and even an untrained person gets lucky every once in a while. There is no swordfight without risk. Maybe this is obvious to you, but there’s a common assumption, particularly in some roleplaying game mechanics, that a disparity of skill can make a fighter invulnerable in some circumstances. Untrue. Unrealistic, if you care about verisimilitude.

It should be rare that your characters are so self-assured as to not realize that any fight potentially means their death. There are some characters (just as there are some people) too foolish to have this realization, but its best (in my opinion) that it’s clear that that kind of attitude is portrayed as foolishness.

If any of you decides to take up sparring and the practice of western martial arts as a result of reading this series, take this warning: sparring with swords, whether wooden stand-ins or blunt steel, requires trust and control. I have seen more very talented swordsmen and -women injured by someone who did not know what they were doing trying to spar at full speed without the ability to pull a blow they knew was going to correct, or who was too eager and couldn’t wait for their partner to be ready before executing a technique. I got my nose broken that way while sparring once (I left that one out before, didn’t I? It’s crooked to this day.) I’m lucky it wasn’t my eyes–and stupid for not wearing a helmet at that time. In my defense, I was in college, stupid, and there was a machismo endemic to WMA that led us to eschew protective gear for “authenticity” sometimes. Like I said, stupid. If you take up sparring, make sure you wear–at a minimum, a fencing helmet and protective gloves, preferably more than that. Even in practicing techniques at speed and “with intent” protective gear should always be worn.

Parts of a Sword
To understand descriptions of techniques, you need to understand the parts of a sword.

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Traced by User:Stannered; original by Nathan Robinson of myArmoury.com. This SVG image was created by Medium69. Cette image SVG a été créée par Medium69. Please credit this : William Crochot – Derivative of File:Sword Parts.jpg

Our primary focus in the above will be with the blade, and particularly the weak and strong parts of the blade. If, considering that I mentioned earlier that the force of a swing is greatest toward the weapon’s tip, you’re wondering why the base of the blade is called the strong part and the tip the weak, it’s because we’re thinking from a different perspective now. It is easier to push your opponent’s blade (or to resist your blade being pushed) toward the hilt (where the opponent is less able to make use of the lever that your sword is); the opposite is true toward the weapon’s point. We’ll discuss this more in the section on winding and binding, below.

There is a further distinction not depicted in the above, the true (sometimes “long”) and false (alternatively, “short”) edges of the blade. Simply put, if you’re holding the sword out in front of you, the true edge is the one that faces your enemy, while the false edge faces you. Some techniques indicate that the strike should be made with the true edge (which is what someone unfamiliar with the use of a sword would assume is true of all strikes), but others use the false edge. This requires some contortion of the arms but allows for very rapid attacks alternating between the two edges of the blade. This is the time, I feel, to point out that the use of the phrase, “a double-edged sword,” to point out something with both advantages and disadvantages is rather stupid in context. Two edges means I can cut you twice as often. I should also note that a two-handed weapon is necessary to get the most out of the false edge of a blade, because it is the movement of the “off” hand around the sword’s pommel that gives the greatest force to false edge movements–with only one hand on the grip, a false edge attack is as likely to see you lose the weapon as it is to be effective. Someone with greater strength and/or experience than I may have a different opinion, but I saw little use for the false edge when sparring with a one-handed sword.

Timing and Distance
The most fundamental aspects of any hand-to-hand combat, armed or not, are timing and distance. If you cannot accurately judge the distance between yourself and your opponent and combine this with a realistic intuition about your reach, you run a high risk of either overextending yourself or allowing the opponent to slip closer than you are prepared to attack. The important of footwork, in all forms of fighting but especially in swordplay, is largely related to the control of distance and, if possible, to causing your opponent to misjudge intentions and distance by the use of movement.

Likewise, timing is at least as important in swordplay as it is in telling a joke; moreso if you like living, I guess. Some techniques (especially “master strokes”) only work with excruciatingly precise timing. Even without resorting to those high arts of swordplay, there’s always an advantage in attacking when your opponent isn’t expecting it, or being ready to respond in sufficient time to your opponent’s attacking.

If you’ve heard it said in regards to hand-to-hand fighting that “distance is time,” you ought to believe it. The two are inseparable.

Many techniques, at least within the German school of longsword fencing with which I am most familiar, are very specific as to their timing. They fall into three categories: (1) before your opponent takes an action, (2) after your opponent has just completed an action, and (3) while your opponent is acting (that seems to cover all the possibilities, doesn’t it). Whether or not based on conscious analysis or the result of intuitive understanding after many sparring matches or duels, the timing of particular techniques, I believe, has much to do with body-mechanics: timing is based on the amount of time (on average) it would take an opponent to take or complete an action compared to the amount of time needed for the actor to complete his own technique.

Movement
As an arbiter of timing and distance, movement is the foundation of all swordplay (you didn’t think it was your arms, did you?). Here, there are several counter-intuitive aspects of the art. First, because of human physiology and body-mechanics, at least in using a two-handed sword, your reach on an attack extends farther on the later part of the swing than on the earlier part. This means that dodging a blade may be more effective when you dodge in the direction of the attack is coming from (horizontally, not directly into the swing, of course) than away.

Bear in mind also that dodging can be a high-risk, high-reward exercise. The closer you are to the swing of the opponent’s blade without being hit by it, the more you have controlled the distance of the fight. Stepping close to an opponent after he has swung the weapon while pulling your weapon close to you is a very effective way to keep your opponent from being able to protect himself against your next attack (often a thrust).

Ideally, most movement in a swordfight should be at an angle to your opponent, not directly toward or away from him (or her–there were some famous swordswomen and certainly are some very talented women with a blade in modern practice). There are two advantages here: first, it forces your opponent to turn to maintain facing with you. Second, it gives you more control (and increased deceptive ability) in determining distance.

If you’ve watched Olympic fencing, you’ll notice that the fencers are usually on a linear strip. In epee fencing, this strip has a special layer on it, because the epee has a small button on the end that completes a circuit when depressed, allowing for precise scoring of points. The covering of the fencing area prevents false positives with the tip of the epee hits the floor.

As I mentioned above, this is inaccurate as to historical swordplay.

The manuals describe moving in two ways: stepping, which is movement in which your lead leg remains your lead leg (one leg moves and the other follows, essentially) and passing, where either your back leg moves forward to become your lead leg or your lead leg passes backwards, again making the back leg become the lead leg.

Holding the Sword
The first thing you must know about how to grip a two-handed sword is that it is not a baseball bat. You do not lock your hands on it like a vise. As you transition between stances, defenses and strikes, your hands will rotate around the grip as necessary to preserve edge alignment and to ensure maximum force and retention as the weapon swings and rotates. With the two-handed sword, you may even find that your non-dominant hand sometimes pushes the weapon’s pommel like a lever or a gearshift!

There are many stances common between fechtbuchs. In German: Ochs (the ox), Pflug (the Plow), Zornhut (the wrath guard), Vom Tag (from the roof), Auber (the Fool), Wechsel (the “changer”) and those whose German names I can’t remember or never knew: tail and the hanging guard. Those stances where the sword is held away from the center line of the body have variants for the right side and the left side (and indeed, “it works on both sides” is a common note to techniques in the fighting manuals).

There are other more specialized stances less-often used: the Iron Door (open and closed, of course), Unicorn, Long Point, for instance.

The foundation of a swordsperson’s training is in learning these stances and how to gracefully transition between them. You see a little of this in the brief fight between Jaime Lannister and Ned Stark in the Game of Thrones TV show (with Jaime transitioning between ox on the left side and the right side as he “tests” Ned’s stances and footwork).

Pictures are worth a thousand words, so look them up, but I’ll give some descriptions of major stances here (assuming that nothing has changed in interpretation and scholarship since I last seriously studied).

The Plow: when I started my practice of WMA, Plow was treated as holding the sword slightly out in front of you down your centerline, point oriented at about your opponent’s neck. Think the classic “we’re about to fight with lightsabers” pose in the original Star Wars trilogy. This is now referred to sometimes as the “long Plow.” Later, scholars and practitioners decided that it made more sense that your hands were actually pulled back and low to the side of the body, with the blade still pointed at your opponent’s neck, but the tip of the blade not far from about where your face is because pulling your hands back. On your non-dominant side, you actually rotate your grip so that the true edge is facing up, making for easier rising strikes. Your opposite leg (from the side the sword is on) is forward in this stance.

Ox: In the Ox stance, your hands are oriented up near the side of your face, with the blade running parallel to the ground, again aimed about at your opponent’s neck. This is an aggressive stance, quick for the thrust and also for strikes. It transitions easily and quickly to and from the hanging guard stance, and one may change sides in the Ox stance either by thrusting and recovering or using a zwerchau strike (see below). Like Plow, the leg opposite the side your sword is on leads.

Hanging Guard: A defensive stance that nevertheless rapidly transitions into strikes; your hands are held high, above your head and on one side or the other, so that the blade is angled about forty-five degrees from your hands to the ground and about forty-five degrees relative to your opponent’s centerline as it crosses in front of your body. Either leg can lead on either side if I remember correctly.

The Roof: The sword is held over your head, the point at about 45 degrees behind you from the vertical. This is a strong aggressive stance for overhand strikes or quick transition to rising strikes (by moving into the Tail stance). Either foot may lead.

Wrath Guard: Like the Roof, but the sword is held just over your shoulder at the same angle rather than over your head, opposite leg leading. like Plow, when on the non-dominant side, the wrists are rotated so that the false edge points to the foe, making for a fast and powerful rising strike from your non-dominant side.

Tail: In this stance, the sword is held with your hands almost resting on your hip, blade pointed behind and away from you. This stance is primarily used on the dominant side, with a variant stance called Wechsel often substituted on the non-dominant side. Why would you hold your blade behind you? For one, it conceals the length of your blade from easy assessment and so makes a decent starting stance. Additionally, it transitions quickly into Ox and a thrust, allowing you to compensate for the starting point of the blade with an attack that has longer reach than a swing.

The Fool: You’ve been wondering about this one the whole time, haven’t you? There’s some debate about why it’s called the Fool–the swordsman using the stance may look foolish, but the true fool is the one who strikes against this stance, I think. This sword is held in front of the body, like the “long” Plow, but with the tip of the blade pointed toward the ground rather than toward the enemy’s neck. This appears to be a stance of vulnerability to those who don’t know better, even taunting the foe to attack. But the Fool transitions into a nasty rising thrust, or quickly to Tail, Ox or the Hanging Guard and, as it draws the opponent forward, helps with tricks involving management of distance.

Three Wonders
The German masters described the “three wonders” of sword attacks–the cut, the thrust, and “everything else.” That third category typically refers to the “draw cut,” when damage is done not by hacking or swinging at the enemy but by drawing the edge of the blade against them, slicing as it goes by lateral movement.

Swings: The two-handed sword is most commonly swung in one of eight directions–overhanded or “falling” from the right or left, aimed at shoulders or neck, “rising” from below on right or left to the legs or torso, straight up (not terribly common except to create distance) or straight down (at the head), or horizontally. Horizontal attacks are usually made (at least in the German system) at the head or upper body using the horizontal zwerchau, which, when employed from The Roof, the Wrath Guard or the Hanging Guard looks like a helicopter blade sort of motion, especially when several are executed in rapid succession. You can see lots of these used in the lightsaber fight between Obi-Wan Kenobi and Anakin Skywalker in Episode 3 of the Star Wars films.

Thrusting: This doesn’t need much explanation, right? It’s the simplest of all instructions with the sword: “stick ’em with the pointy end.” It does bear mention, though, that the lunge, in which the lead leg is rapidly moved forward in a long extension dragging the following leg, does not appear to have been used until systems of rapier fighting. My own interpretation is that the ability to cut as an alternative to repeated thrusting made the over-extension less useful as it later became.

Draw Cutting: In my experience, draw cutting is opportunistic more than anticipated. It’s a technique best used when footwork brings you in close proximity to one another, to counter an attempt to grapple or when leaving a grapple that was not determinative of the fight.

Other Strikes: Yes, the pommel is a not-infrequent weapon, and the quillions, the flat of the blade, fists, headbutts and feet also represent valid attacks as opportunity presents. Even with the two-handed weapon, having a dagger at hand to be drawn in the midst of a grapple can be a “lifesaver”–or at least an analogue thereto in sparring.

The masters agree that aggression is to be desired over defensiveness–when the opponent is struggling to not get hit, he’s less likely to be striking back (but there are plenty of techniques, like the master strokes, that are both attack and defense, or where one quickly follows the other).

The key to successful attacks, when not simply a matter of sneaky tricks with timing and distance (which are common, mind you), is a flurry of blows rapidly alternating between strike zones. We have diagrams (the later the Renaissance, the more mathematical fencing theory attempted to become) and images of students in fechtschules (to be discussed later) practicing against targets split into quarters to be quickly attacked with strikes alternating both target quarter and whether the true or false edge is used.

Defend Thyself!
The first thing that you need to know about defending against a sword strike with your own sword in the western/European system of fighting is that you block an incoming strike with the flat of your blade. For God’s sake, do not block with the edge!

There are myriad reasons for this; videlicet: (1) Banging edge against edge ruins the blades of both weapons. This is a valued possession, one you rely on with your life–you don’t want to ruin it without necessity. (2) Physics: If you block with the flat side of your blade, there is more area with which the opponent’s edge makes contact, decreasing the pressure exerted by the strike. (3) If you were to block with the edge of your sword–assuming that the swords don’t fuse together as they both deform so that, like idiots, one of you has to put his foot on the other and push so that you can separate them again–the edge of your sword is pointed at the enemy’s blade and must be withdrawn before you can use it. On the other hand, if you block properly with the flat of the blade, the edge is still free and, conveniently, probably pointed at your opponent. With a simple rotation, you may be able to counterattack.

It is also possible to catch the blade of a strike with your quillions. This type of block usually involves violently pushing your hilt toward the incoming strike, catching the opponent’s blade high so that you can then use a falling strike with the false edge. It is also used as an entry to grappling and/or a disarm attempt.

Static blocks are not the only way, not necessarily even the best way, to stop an enemy attack with your blade. Sometimes, it is more effective to swing your weapon into your opponents, knocking it out of its path. Combined with movement, this can delay your opponent’s follow-up enough to create an opening for a counterattack or to create time and distance. I often found that, when using a one-handed sword against an opponent with a two-handed sword (assuming I did not have a shield or parrying dagger), this was necessary to deflect attacks; static blocks would result in the longsword blowing through my defense despite my interposed weapon. When used preemptively against an opponent’s blade, this is called a “beat” (in modern parlance). It is possible, but I’m not entirely sure, that the verb “to ward” is intended in the parlance of the time to indicate a moving block rather than a static one.

It is, of course, also possible to stop an attack with another attack. This is particularly true of counterattacks to the wrist and forearm, where the connecting attack cuts (literally) against the force of your opponent’s strike as well as potentially reducing its range and changing its direction. The “stop-thrust” still used in sport fencing (although in modern epee practice, this is likelier targeted for the top of the opponent’s sword hand or arm into the pocket of the elbow) and constitutes an example of this as an alternative to cutting.

With the right distance and timing, it is also possible to catch your opponent’s wrist, arm, or even the grip of his sword if there’s space enough and to stop the attack with your hand. If this is done with one hand while simultaneously readying the sword for an attack (usually a thrust), it can be a fight-ending maneuver. Again, high risk, high reward. One of my favorite variants (because of its impressiveness if it could be pulled off) of this is, upon the opponent’s initiation of an overhand strike, to grip your own longsword in the half-sword grip and use it almost like a stick to catch the opponent under his wrists before his swing gains much momentum. If you’re fast and aggressive enough (and tall enough!), you can even push the sort back over the opponent’s head and behind his back, at which point you’ve probably disarmed him (or he’s let go his sword preemptively and you find yourself grappling). Conversely, the awkwardest of positions is when you and your opponent have each grabbed each other’s sword or dominant hand and you’re thus connected and both probably moving your arms ridiculously in the manner of rowers to try and shake each other off for a moment before one or both of you realizes you should be trying something different.

Master Strokes
Master strokes are strikes that simultaneously defend the user of the technique while counterattacking, usually based upon the principle of physics that two objects cannot occupy the same physical space simultaneously. The master stroke works against a very particular strike and must be executed with precision and perfect timing–usually just after the opponent has begun the strike to which the master stroke is a defense.

Winding and Binding
The practice of “winding and binding” is the collection of techniques and moves once the blades have made contact and stay in contact–either because one fighter is intentionally attempting to enter this kind of contest, or because the two fighters have both executed maneuvers that put them in this situation for more than a split-second.

Unlike the movies, (think the Princess Bride) this is not the point at which the fighters push meaninglessly against one another like rugby players and trade witty banter. Winding and binding is far too fast, complex, and delicate for that. At any given point once the blades have come into contact, you have what are essentially two options: withdraw your blade from contact to ready another blow or push against your opponent’s blade to gain advantage. It’s the latter that is truly winding and binding. But this is a game of geometries and vector physics, not of brute strength. While winding, you are not pushing your blade directly into your enemy’s; that would be too simple. You are instead trying to angle your blade, maintaining contact between the strong part of your blade and the weak part of your opponent’s to have dominance in the pushing (it’s rarely about physical strength) while maneuvering the point of your sword for a thrust or the edge for a draw cut. If you push too far too fast, your opponent will simply withdraw from contact and strike at you–perhaps before you can recover to defend. Likewise, if you choose to withdraw with your enemy’s blade in too advantageous a position, he’ll simply stab or cut you while you’re drawing your own blade back to strike. It’s a three-dimensional tug-of-war with many possible outcomes. It’s fascinating to watch, frustrating and exhilarating to participate in, and quite difficult to get good at.

A note: provided that your opponent hasn’t done it first, it may be appropriate here to turn the edge of your blade into your opponent’s sword (provided that this doesn’t put you edge against edge). Again, it’s a matter of reducing surface area over which force is applied to increase pressure in pushing against the opponent.

How Important is Strength?
Outside of grappling, not very (in my experience). Physical conditioning, stamina, agility and dexterity are all more important in the fight, and it takes a very large disparity in strength between combatants before an appreciable difference is noted. A more skilled combatant through understanding of body mechanics and good technique can negate any advantage enjoyed by a stronger but less skilled opponent.

Height is a greater advantage than strength in my experience, for several reasons. Under most circumstances, the taller fighter has superior reach, putting his opponent at disadvantage. That’s multiplied by the fact that the taller fighter probably uses a longer sword as well–it was generally agreed by fencing masters that a longsword of proper size for its wielder ought to have its pommel reach comfortably into your armpit with point on the ground. This increased reach combined with an advantage in the taller person regarding leverage makes height a significant factor.

Back when I was heavily involved in ARMA, there were two people in a nearby study-group, a skilled man and an equally skilled and tough-as-nails woman, who had very unfortunate relative heights–on multiple occasions, she had her thumb broken by him while sparring, likely a function of the angle of the strike on her hand influenced by the height difference. This occurred once during a public demonstration, so she simply switched to a single-handed sword in her off-hand rather than a longsword and continued sparring. Told you she was tough-as-nails.

Put Altogether, What is it Like?
My experience as a practitioner of western martial arts, and not a historical reenactor, is limited to one-on-one duels and small skirmishes (no battle lines, no shield walls, etc.).

In these instances, swordplay is marvelously fast and typically graceful, with pitiable exceptions when someone takes a bad step and bites it before making contact, fumbles their weapon, etc. Usually there is a flow to combat that begins with footwork, maneuvering, changing stances and the like to size up and/or psych-out an opponent while gauging distance followed by a flurry of blows, blocks and counterstrikes exchanged over two or three seconds, sometimes longer. If the engagement hasn’t gone to winding and binding or grappling by the end of it, and neither party has been injured, the fighters will disengage and start the process over again. But, like any fight, this dilates and contracts, with sometimes long spaces between attacks and sometimes just time enough for a breath before the combatants reengage. Usually, though, someone has been struck a significant blow in a matter of seconds. These drawn-out swordfights in films are beautiful to watch, and certainly dramatic, but don’t represent what experiences has told me is the average length of a fight with swords–short.

Hit Locations and Injuries
The commonest locations struck by blows (based on my experience sparring) are the head, hands and forearms. If you’re designing a roleplaying game that uses hit locations, consider that the standard distribution used by most games doesn’t reflect reality. On the other hand, getting one-shotted in the head all of the time (or even a third of the time) won’t make for happy players, so some liberties probably ought to be taken.

If you want to understand (as best as we can morally, ethically and legally) the potential severity of sword wounds, look into the archaeology of the Battle of Visby in 1361 (excavations were done in 1928). There were multiple instances where a single blow managed to cut through both of a combatant’s legs. There are also multiple instances where a body was discovered to have a significant, but not necessarily mortal wound (to a limb) as well as a fatal head wound. It is likely that the attacker first injured the other combatant with and initial strike and, when the defender was stunned and in shock and pain from the that strike, the attacker took the opportunity to strike a fatal blow.

Again, there’s no easy translation of this information to a roleplaying game, where being hit once meaning almost certain death is not going to be particularly fun. In “traditional” fiction, this information can add verisimilitude.

Asymmetric Warfare (or at least uneven odds)
Fighting one person is difficult enough; holding off several attackers at once–all of you armed with swords–is especially daunting.

The good news is that only about three attackers can simultaneously attack a single defender without risking a high probability of accidentally striking one another, presuming that they’re using cutting weapons that must be swung; you can fit a lot more people in if all they’re doing is stabbing.

The bad news is that that’s still two other people ready to hack at you while you’re focused on their friend. Since most of us do not have superhuman speed, we have to rely on footwork and maneuver to try to counteract the advantage held by multiple attackers. Specifically, the single combatant should be constantly moving so that she keeps one of her three counterparts between herself and the other two, a sort of “human shield.” With continued maneuver, a skilled combatant can, for a time at least, limit the fight to one attacker at a time. Nevertheless, this is not foolproof, you still have to defend yourself from that one attacker right in front of you, and it’s quite tiring.

Conclusion
There really is no substitute for seeing swordplay by skilled practitioners if you want to understand the speed and elegance of historical fencing. Nor is there for studying the fight manuals and working through the techniques–even if very slowly and with a simple dowel rod from Home Depot.

Nevertheless, I hope that I’ve conveyed the deep complexity of the art of the sword in this Part of the series; it really is so much more than swinging a chunk of metal. It should be in your games and your stories as well. Even if you’re playing a ruleset that, by and large, doesn’t account for all of these factors (and, from a design perspective, most games probably shouldn’t), an understanding of the mechanics of fencing will allow you to narrate much more exciting combats. If you’re a writer of conventional fiction, hopefully this illustrates to you the wide range of ways in which you can show, not tell, the martial skill (or lack thereof!) of your characters.

In the next Part, we’ll talk about armor. I think I’ll squeeze in a post on some of the social and cultural aspects of learning swordplay in the early modern period, and we’ll finish up with the promised reading list and recommendations.