The arithmetic of color balance in a quad-plus-one tournament (four players, four rounds) is tricky indeed, and some of the results seem counter-intuitive.
There are essentially eight possible pairing schemes, represented below by the numbers 101-104 and 201-204. Without loss of generality we may assume that the first-round pairings are A-B and C-D (first-named player has white) in all the schemes. We are not assuming (not yet, anyway) that A is the highest-rated, nor D the lowest-rated, etc.
In schemes 101-104, each player is paired in round 2 against an opponent whose round 1 color was the opposite of his own. Scheme 101 balances colors for all players after round 2. Schemes 102-104 each leave at least two players unbalanced after two rounds.
Schemes 201-204 pair each player against an opponent who played the same color in round 1. These schemes each leave two players with unbalanced colors after two rounds.
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scheme: 101 102 103 104 201 202 203 204
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rd1: A-B A-B A-B A-B A-B A-B A-B A-B
C-D C-D C-D C-D C-D C-D C-D C-D
rd2: D-A D-A A-D A-D A-C A-C C-A C-A
B-C C-B B-C C-B B-D D-B B-D D-B
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rd3a: *** A-C C-A *** D-A *** *** A-D
*** B-D D-B *** C-B *** *** B-C
rd4a: repeats rd1 with repeats rd1 with
colors reversed colors reversed
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rd3b: *** *** *** *** D-A *** *** D-A
*** *** *** *** B-C *** *** B-C
rd4b: repeats rd2 with repeats rd2 with
colors reversed colors reversed
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rd3c: A-C *** *** *** *** *** *** ***
B-D *** *** *** *** *** *** ***
rd4c: repeats rd3 with repeats rd3 with
colors reversed colors reversed
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Of course, in any four-round four-player tournament, one of the rounds (customarily round 4) must be a repeat of an earlier round, preferably with colors reversed. In the table above, rounds 3a and 4a represent attempts to repeat round 1, while 3b and 4b try to repeat round 2, and 3c and 4c try to repeat round 3. Impossible combinations (those involving same-color rematches or 3-1 overall color imbalances) are indicated by asterisks. For example, scheme 101 does not allow round 1 to be repeated without color issues.
Since all eight schemes use the same first-round pairings (you knew there was a reason for that, didn’t you?), the TD may postpone the decision as to which scheme to use until the round 1 results are in. For that matter, he may also postpone the assignment of letters (A,B,C,D) to players (top-rated, 2nd, 3rd, bottom-rated) as long as the colors and opponents just played are consistent with the table. (For example, letters A and C must be assigned to the players who just played the white pieces, and A and B must be assigned to two players who just played each other.)
After round 1 is over, it is up to the TD to guess (based on results so far, ratings, etc) which of the first 3 rounds is likely to become the best candidate for repetition (with colors reversed) in round 4. Then the TD chooses a scheme (101-104 or 201-204) compatible with this candidate.
For example, if players B and D both win in round 1, and are also the highest-rated players, the TD may decide that it would be a Good Thing for these two players to meet twice. He could then choose scheme 101, where B and D would meet in rounds 3 and 4, or one of the schemes 201,204, where these players would face each other in rounds 2 and 4.
Of these three options, scheme 101 appears to be the least flexible. With scheme 201 or 204, the TD would still have the option, after round 2, of yanking the B-D rematch by repeating round 1 rather than round 2. So much for making the colors work too well in the early rounds of a small tournament.
In any case, look at all the asterisks in the table. If you simply wing it, odds are you’ll run into a color problem, either a same-color rematch or a couple of 3-1 overall imbalances. A quad-plus-one must be planned carefully.
Bill Smythe