Tag Archives: Jason Bulmahn

D&D’s Biggest Controversies Ranked—4. Fourth Edition Sparks an Edition War and the Creation of the Pathfinder Roleplaying Game

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While the Dungeons & Dragons team developed the game‘s fourth edition for a 2008 release, they faced problems from several directions. Corporate owners Hasbro brought a big corporate cost structure and return on investment expectations set by Magic the Gathering and Pokémon. As third edition sales sagged, the D&D team endured annual Christmas-season layoffs. World of Warcraft debuted in 2004 and experienced surging popularity. By 2008, the WoW community hit more than 11 million players. D&D fans saw fellow players switch their attention to the online game and disappear from tabletop games.

To compete, D&D needed a big advance—a new edition that didn’t just improve the game but an edition capable of winning Warcraft players by matching some of what drew players to online games. “As far as I know, fourth edition was the first set of rules to look to videogames for inspiration,” D&D designer Mike Mearls said. “I wasn’t involved in the initial design meetings for the game, but I believe that MMOs played a role in how the game was shaped. I think there was a feeling that D&D needed to move into the MMO space as quickly as possible.”

So, the new edition focused on the elements that might appeal to fans of online fantasy games. Mearls recalled that the team felt that “building a player character was the real thing that drove people to play the games. You wanted to choose your feats, your prestige classes and whatnot.” Lead designer Rob Heinsoo sought to give the game an irresistible hook that tied the game together and compelled gamers to play. “The solution James Wyatt, Andy Collins, and I were excited about was to give every PC an ongoing series of choices of interesting powers. Most every time you gain a level you select a new power or a feat. Every combat round you have an interesting choice of which power or powers to use.”

The game didn’t just need to be fun to play. It needed to be easy to run online. Casual DMs could simply buy an adventure, read the boxed text, and then run a sequence of skill challenges and combat encounters. In a skill challenge, the DM just had to decide if a skill helped the players—but only when the challenge’s description neglected to list a skill in advance. Ideally, Players could drop into the virtual tabletop at any hour, join any available DM, and feel confident that a stranger could deliver a fun experience. A thriving virtual table would let players join a game 24/7, just like Warcraft. And all those players would pay monthly, just like Warcraft.

Despite the lofty goals, the new edition divided D&D’s existing players and failed to win a generation of new fans.

While the D&D team readied their game for release, magazine and D&D adventure publisher Paizo planned their response. They sent future Pathfinder designer Jason Bulmahn to a convention that offered gamers and chance to preview the new edition. Paizo founder Lisa Stevens recalled, “We had trepidations about many of the changes we were hearing about. Jason’s report confirmed our fears—4th Edition didn’t look like the system we wanted to make products for.” She led her company to create Pathfinder, a game that boasted compatibility with the existing, third edition of D&D.

For gamers who shared the Paizo team’s distaste for the direction of fourth edition, Pathfinder offered an obvious alternative. And plenty of gamers chose the alternative. By 2010, rumors circulated that Pathfinder outsold D&D. The rumors proved false, but Pathfinder seemed to dominate many conventions and game stores. At Gen Con, its players filled the massive Sagamore Ballroom that had once hosted D&D play. Meanwhile, D&D players became exiles in a much smaller space.

“No one at Wizards ever woke up one day and said, ‘Let’s get rid of all our fans and replace them.’ That was never the intent,” Mike Mearls explained later. “With fourth edition, there were good intentions. The game is very solid, there are a lot of people who play it and enjoy it, but you do get those people that say ‘hey, this feels like an MMO, this feels like a board game.’”

From the D&D designers’ perspective, the market’s rejection of fourth edition stemmed from two causes: The game dared to change too much at once and suffered from a lack of design time.

The designers came to regret changing so much so fast. Steve Winter, a designer since D&D’s 2nd edition, wrote, “Fourth Edition was a glorious experiment that succeeded technically. Unfortunately, its breaks from the past were too severe for many fans, who didn’t pick up the new banner.” Rob Heinsoo wrote, “Knowing what I know now, I might have worked for smaller changes in the world, since shifting both the world and the mechanics at the same time proved difficult for some of the D&D faithful to swallow.”

More players might have accepted the change if the developers had gained time to perfect the edition. “We just ran out of runway.” Mearls explained “That’s kind of the story of fourth edition in a lot of ways. We ran out of runway as we were trying to get the plane up in the air.”

Fourth edition never emphasized D&D’s unique strengths. As Mearls put it, “I think what was happening was [fourth edition] was really focusing on really hardcore mechanics, the intricacies of how the rules interact. It really became about the rules and about mastering the rules, rather than about the story, or role-playing, or the interaction between the DM and the players.”

By the end of fourth edition’s run, the designers had perfected a game about building characters and showing them off in dynamic fights. Perhaps they lost some of what makes D&D uniquely compelling.

For the full story, see The Threat that Nearly Killed Dungeons & Dragons—Twice.

Next: Number 3.

10 Things in Pathfinder Second Edition I Like (and 1 I Don’t)

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In 2008, Paizo sent designer Jason Buhlman to the Winter Fantasy convention to sample the upcoming fourth edition of Dungeons & Dragons and report on the game. Paizo founder Lisa Stevens recalls the outcome. “From the moment that 4th Edition had been announced, we had trepidations about many of the changes we were hearing about. Jason’s report confirmed our fears—4th Edition didn’t look like the system we wanted to make products for. Whether a license for 4E was forthcoming or not, we were going to create our own game system based on the 3.5 System Reference Document: The Pathfinder Roleplaying Game.” See The Unintended Consequence That Ruined Fourth Edition D&D’s Chance of Success, But Proved Great for Gamers.

While fourth edition featured a bold new design aimed at saving D&D, Pathfinder became an alternative that refined D&D’s 3.5 edition. For a time, sales of Pathfinder rivaled D&D. But after nearly 10 years, Pathfinder needed an update. So in August 2019, Paizo released a second edition. In a post, lead designer Jason Buhlman named the update’s number one goal: “Create a new edition of Pathfinder that’s much simpler to learn and play—a core system that’s easy to grasp but expandable—while remaining true to the spirit of what makes Pathfinder great: customization, flexibility of story, and rules that reward those who take the time to master them.” Even new, Pathfinder 2 offers more character options than fifth edition.

On reading the new rules and playing a short introduction, I can share 10 things I like in the new game, and 1 thing I don’t’.

1. “Ancestry” instead of “race.” In the The Hobbit, Tolkien calls hobbits a race, and started the custom of referring to elves, dwarves, and other fantastic kin to humans as races. But the term “race” has a common meaning different from the game meaning, which leads to confusion. Referring to even imaginary “races” as intrinsically talented, virtuous, or corrupt feels unsavory at best. “Species” makes a more accurate term, but its scientific flavor makes it jarring in fantasy. Pathfinder replaces “race” with the more agreeable term of “ancestry.” Unless Wizards of the Coast resists an innovation “not invented here,” expect to see “ancestry” in some future sixth edition.

2. Fewer action types. The Pathfinder team saw new players stumble over the original game’s zoo of swift, immediate, move, and standard actions. In a bid to simplify, this second edition consolidates the action types into a system that gives characters 3 actions and 1 reaction per turn. This means even new characters can attempt 3 attacks per turn, although the second strike suffers a -5 penalty and the third a -10 penalty. In practice, only more proficient attackers will land extra attacks. Most spells require 2 actions to cast. When I played a Pathfinder 2 demo, its simpler actions proved very playable, even elegant.

In a related refinement, Pathfinder adds clarity by calling a single attack a strike. This avoids the confusion that the D&D rules sometimes cause by using the same word for an attack and for an attack action that can include multiple attacks.

3. Animal companions level up. To many D&D players, animal companions offer a special appeal, but the game’s support for pets remains shaky. Pathfinder devotes an entire section to animal companions and familiars, showing pets the attention they deserve. Rather than keeping animal companions close to their natural abilities, pets improve in lockstep as characters level, making them capable of staying alive and relevant.

4. A manageable encumbrance system. D&D measures encumbrance by pound. While this system seems to add complicated bookkeeping, it proves simple in play because everyone ignores it. Pathfinder measures encumbrance by Bulk, a value representing an item’s size, weight, and general awkwardness. You can carry Bulk equal to 5 plus your strength bonus. Bulk streamlines encumbrance enough to make tracking playable. (Plus, the system charms the grognard in me by recalling a similar rule in Runequest (1978) that tracked encumbrance by “Things.”)

5. User-friendly books. Paizo devoted extra attention to making the core rulebook into an easy reference. For instance, the book includes bleed tabs, and I love them. These bleed tabs don’t show how to play a metal song on guitar; they make finding chapters easy. Unlike typical tabs that jut from the page, bleed tabs show as printed labels on the page that go to the edge and appear as bands of color. The book combines an index and glossary into a section that defines game terms, and also leads readers to pages containing more information. Every game rulebook should include these features.

6. Degrees of success. Roleplaying games often include core mechanics that determine degrees of success or failure, but D&D only offers one extra degree: a 5% chance of a critical on attack rolls. The Pathfinder 2 system delivers a critical success on a 20 and a critical failure on a 1. Also, a check that exceeds the DC by 10 or more brings a critical success and a check 10 or more less than the DC brings critical failure. Pathfinder avoids the punishing effects that make some fumble systems too swingy. For instance, a critical failure on a strike just counts as a miss. Sorry, no fumble tables that lead characters to put their eye out. Where natural, fumbles and criticals affect spell saves. For example, a successful save against Gust of Wind lets you stand your ground, and a critical save leaves you unaffected.

7. The Incapacitation trait of spells. Save-or-die spells have proved troublesome in high-level D&D play. Campaigns that build to an epic clash with a fearsome dragon instead end with the beast helpless in a force cage and stabbed to death in a dreary series of damage rolls. Pathfinder gives spells like Force Cage and Banishment the Incapacitation trait. Creatures twice or more the level of the spell typically need to fumble their save to fall under its effect. To me, this beats D&D’s solution to the same problem, legendary resistance.

8. Character customization without decision paralysis. Fourth edition D&D focused on offering players vast numbers of character options. Players uninterested in the solitary hobby of character tinkering soon found the options overwhelming. For my characters, I turned to the Internet to find character optimizers who sifted through countless options and helped me choose. Pathfinder aims to give players room for character customization without forcing a bewildering number of choices. The system works by presenting character options as feats. At each level, players make selections from small menus of feats. Even first level characters of the same class can play differently, and they grow more distinct as they advance.

9. Skill DCs replace passive checks. Pathfinder dispenses with passive perception and passive insight in favor of Skill DCs, “When someone or something tests your skill, they attempt a check against your skill DC, which is equal to 10 plus your skill modifiers.” Often skill DCs work just like passive abilities, like when a stealthy character attempts to beat someone’s perception score. In the most common use of skill DCs, a sneaking creature would roll against a character’s perception skill DC.

Without passive perception, a game master must roll secret perception checks to learn if exploring characters spot traps. Passive perception aims to eliminate such die rolls, but I consider rolls to find hidden traps useful. Without a roll, DMs just compare set DCs verses passive scores. DMs who know their players’ scores decide in advance what traps get found, with no luck of the roll to make the game surprising. Skill DCs also replace opposed ability checks—a second core mechanic with skewed odds that clutters the D&D rules.

10. Limited opportunity attacks. To encourage more movement in combat, Pathfinder 2 limits the characters and creatures capable of making opportunity attacks. At first level, only fighters start with the capability. Opportunity attacks mainly existed to help front-line characters protect the unarmored magic users in the back, but D&D and Pathfinder make once-fragile character types more robust now. Opportunity attacks make sense as a fighter specialty, especially if that encourages more dynamic battles.

That makes 10 things I like. What do I dislike?

Pathfinder 2 features a proficiency system that leads to the sort of double-digit bonuses that D&D players last saw in fourth edition.

In trained skills, every Pathfinder 2 character gets a bonus equal to at least 2 plus their level. This steady advance makes characters feel more capable as they level and rewards players with a sense of accomplishment as their characters improve. “The best part about proficiencies is the way they push the boundaries for non-magical characters, particularly those with a legendary rank,” writes designer Mark Seifter. “Masters and especially legends break all those rules. Want your fighter to leap 20 feet straight up and smash a chimera down to the ground? You can do that (eventually)!”

As in fourth edition, Pathfinder game masters can justify the sky-high DCs needed to challenge high-level characters by describing obstacles of legendary proportions. At first level, the rogue must climb a rough dungeon wall; by 20th level, she must climb a glass-smooth wall covered in wet slime—in an earthquake. At first level, you must negotiate with the mayor; by twentieth level, he’s king. And you killed his dog.

At least as often as fourth-edition dungeon masters flavored higher DCs as bigger challenges, they just paired routine challenges with higher numbers. That tendency leads to the downside of such steep increases in proficiency. In practice, characters usually just advance to face higher and higher numbers for the same challenges. In fourth edition, a steady rise in attack bonuses and armor classes meant that monsters only made suitable challenges for a narrow band of levels. This may also apply to Pathfinder 2.

I favor fifth edition’s bounded accuracy over the steep increases in proficiency bonuses featured in Pathfinder 2. For more, see Two Problems that Provoked Bounded Accuracy.

Aside from these 11 things, how does Pathfinder differ from its sibling Dungeons & Dragons?

Gamers often describe Pathfinder as more crunchy—more rules heavy—than fifth edition. After all, the core rulebook spans 638 pages! But that book includes content that D&D splits between the Player’s Handbook and Dungeon Master’s Guide, and those books include almost exactly the same number of pages. In some ways, Pathfinder proves simpler. For instance, its system actions and reactions simplifies D&D’s action types. Still, Pathfinder devotes more crunch to describing outcomes and conditions. For example, in D&D, characters make a Strength (Athletics) check to climb, but the DM gets no help determining the outcome of a failure. Pathfinder describes outcomes: A climb failure stops movement; a critical failure leads to a fall. D&D describes 14 conditions; Pathfinder describes 42.

Without playing more Pathfinder 2, I feel unready to label this post as a review. Nonetheless, I like most of what I see and I’m eager to play the game more.

The Unintended Consequence That Ruined Fourth Edition D&D’s Chance of Success, But Proved Great for Gamers

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Publicly, members of Wizards of the Coast’s Dungeons & Dragons team never discuss sales numbers. Privately, they dispute the notion that the Pathfinder role-playing game ever outsold fourth-edition D&D. But at Gen Con, late in the short life of fourth edition, evidence of D&D’s collapse seemed glaring. Pathfinder players filled the massive Sagamore Ballroom that had once hosted D&D play. Meanwhile, D&D players became exiles in a much smaller space. To be fair, Paizo made a bigger financial commitment to the con, but Pathfinder players filled more tables. And Paizo boasted a long line of customers  waiting to pass the velvet ropes into the Pathfinder sales area.

If big-shot Hasbro executives had seen this difference, they would have rehired the entire fourth-edition team just to sack them again.

At Gen Con 2010, fourth edition seemed like a catastrophe, but the game’s designers deserved less blame then they got. They had simply created a D&D edition that tried to match the appeal of online role-playing games. During development, the edition seemed like a savior the D&D needed. Their plan had suffered some tragic, and unimaginable setbacks—and D&D designers boast pretty good imaginations.

Most of the blame for the collapse lay with the executives who needed to wring as much revenue as possible from the D&D brand. They had made the one decision that crushed the edition’s chance for modest success. Of course, these planners never imagined that their decision would lead to an upheaval. That came from unintended consequences.

And the decision proved lucky for gamers, because we benefited from the blunder.

Fourth edition’s chance of success died before the edition even reached stores. It died when Wizards of the Coast chose to prevent Paizo Publishing from staying in the business of supporting D&D.

Paizo started in 2002, when Wizards of the Coast decided to focus on its core competencies by selling its periodical business along with 5-year licenses to publish Dungeon and Dragon magazines.

The new publisher endured a rocky start. When the harsh economics of magazine publishing led to the end of their Undefeated and Amazing Stories magazines, the cancellations forced layoffs. Paizo founder Lisa Stevens took the setback hard. “The people at Paizo are my friends. With just a few keystrokes on a spreadsheet, I was potentially destroying lives, or at least changing their trajectories forever. The stress took over while driving home and I had to pull over to the side of the road and started bawling. I knew in my heart that I needed to make some drastic changes to give the company a chance to survive.” (For much more on the history of Paizo, including the quotes from their staff in this post, see the series of blog posts called Auntie Lisa’s Story Hour.)

Paizo continued to build publishing expertise. In Dungeon, The Shackled City launched a series of multi-part scenarios that Paizo called adventure paths. The paths plotted an entire campaign, from 1st to 20th level, from a series of linked adventures. “The reaction to The Shackled City was nothing short of fantastic,” Stevens recalled. “Little did we realize that the Adventure Path would eventually become our flagship brand, and our salvation in our most difficult time.”

In 2005, the company started seeing profits and won the silver ENnie award for best publisher. Stevens saw validation that Paizo had finally found the right course.

By 2006, the license to publish Dragon and Dungeon neared its end, but Stevens and publisher Erik Mona felt sure a renewal would come. “With subscriptions on the rise, and powerful wind in our sails from the Shackled City and Age of Worms Adventure Paths, there seemed little reason for concern.”

But Wizards made other plans for the magazines. Their fourth-edition business strategy depended on luring monthly subscribers to D&D Insider. Electronic versions of Dragon and Dungeon would add value to that program.

On May 30, 2006, Stevens learned that she would lose the license. “After the call, I brought Erik in to my office and told him the news, tears streaming down my face.

“I don’t think any of us ever really thought that this was much more than a remote possibility. Dragon and Dungeon were finally firing on all cylinders and were enjoying critical acclaim that hadn’t been seen in years. So this news struck us to the core. In one meeting, the last large chunk of the company that we started not quite four years before was going away. We were numb. How the heck were we going to cope with this? Frankly, it seemed impossible at the time.

“I have to give Wizards of the Coast a lot of praise for how they handled the end of the license. Contractually, they only needed to deliver notice of non-renewal by the end of December 2006; without the extra seven months’ notice they chose to give us, I’m not sure that Paizo could have survived. Wizards also granted our request to extend the license through August 2007 so that we could finish up the Savage Tide adventure path. This gave us quite a bit of time to figure out how we were going to cope with the end of the magazines. It would have been very easy for WotC to have handled this in a way which would have effectively left Paizo for dead—all they would have had to do was follow the letter of the contract. Instead, they treated us like the valued partner we had been, giving us the ability to both plan and execute a strategy for survival. For that, I will always be thankful.”

Paizo forged a survival plan based on replacing the magazines with monthly adventure path installments. If successful, the plan would save the jobs of all the company’s employees. “To transition the company into its new form in 2007,” Mona explained, “We needed all hands on deck.”

Paizo’s new Pathfinder Adventure Path brought success. Sales were brisk, and the number of Dungeon and Dragon subscribers who switched to Pathfinder subscriptions surpassed targets.

But at Gen Con in August 2007, Wizards of the Coast announced that fourth edition D&D would arrive in 2008. Paizo’s plan depended on lines of products compatible with third-edition D&D. Suddenly these lines seemed doomed to obsolescence and obscurity.

“After talks with our colleagues at Wizards of the Coast, we were cautiously optimistic,” Stevens recalled. “There was talk of getting together when we were back in Seattle and running through a playtest of the current rules. We were also promised that there would be a third-party license, similar to the OGL, really soon.”

Meanwhile, Paizo employee and D&D freelancer Jason Bulmahn saw his assignments from Wizards disappear as the company turned to in-house development of fourth edition. Suddenly, he had free time. For fun, he wrote a set of revisions to the D&D 3.5-edition rules. “My first document had the title ‘3.75 Rules Set’ in the margin.”

In the months after the fourth-edition announcement, Paizo anxiously waited for a chance to playtest the new edition, but the preview never came. Worse, the third-party license failed to reach publishers.

Inside Wizards, the D&D team wanted to launch fourth edition with something like the Open Game License, but they lacked the clout to get another generous license approved. In an interview, D&D designer Andy Collins summarized the situation by saying, “Legal opinions change; legal staffs change.”

By the start of 2008, Paizo ran out of time to wait. “The lack of a firm commitment or any kind of schedule from Wizards was stretching our patience—and our deadlines,” Stevens wrote. She called a company summit to discuss options.

Bulmahn recalled the meeting. “We struggled most of that day to come up with a viable plan. I kept thinking back to my rules document, even though it was little more than a mishmash of rules ideas and notes. Late in the afternoon, I brought it up to the folks in attendance.” By the end of the meeting Bulmahn ranked as lead designer of Mon Mothma, the new code name for a potential Pathfinder role-playing game.

Wizards’ decision to end the magazine licenses had turned Paizo upside down and now made the company willing to explore a daring plan based on a mishmash of ideas and notes. “We were beginning to think that forging our own path forward might be a valid choice,” Stevens explained.

“Nevertheless, we dutifully sent Jason Bulmahn to Wizards’ D&D Experience in Fort Wayne, Indiana that February. Jason’s mission was to learn as much as he could about 4th Edition, play it as much as he could, and report back with his findings. From that, we would ultimately make a decision that could make or break us. The tension was agonizing. I could barely sleep at night as my mind wrestled with the options. If we made the wrong decision, it could very well mean the end of Paizo.

“From the moment that 4th Edition had been announced, we had trepidations about many of the changes we were hearing about. Jason’s report confirmed our fears—4th Edition didn’t look like the system we wanted to make products for. Whether a license for 4E was forthcoming or not, we were going to create our own game system based on the 3.5 SRD: The Pathfinder Roleplaying Game.”

The cheap hobby of table-top role playing makes selling RPG games a tough business, but selling print RPG magazines in the Internet age is even tougher. Still, Paizo had learned to thrive. By fourth edition’s announcement, Paizo stood as an experienced publisher with an expert team of D&D designers, including many former Wizards employees.

When Wizards chose not to renew the Paizo’s license to publish Dragon and Dungeon, they led Paizo to compete with fourth edition. Paizo combined a lower cost structure and the nimble size of a small company with the resources to win against a giant like Wizards of the Coast.

As a result, gamers benefited from a choice of games. When asked about the split between Pathfinder and fourth edition, D&D designer Andy Collins said, “I think they’re both great games, and if they were more similar the hobby would be worse for it. I think it’s better to have games that are more distinct from one another that gives people clear choices. ‘Well this is the style of game I want to play, or this other one is the style of game I want to play.’ Nothing wrong with that.”

If you loved fourth edition, you can still play games based on a shelf full of titles released for the game. Wizards even continues to offer D&D Insider to ongoing subscribers. If you favor fifth edition, many of the lessons of fourth helped make the new game so good. And if you love Pathfinder, the game continues to thrive. Is it okay to love them all?