The only unusual thing I'd done during this session was Alt-Tab to get to the desktop without closing the game.
I tried several times to restart the game, but the same thing kept happening, even after I closed all my programs and restarted my computer.
Next I tried to reinstall Steam from the disk, but this did not improve things. Finally, I uninstalled everything and started from scratch. I'm currently awaiting the results.
Why am I reporting this? Maybe as a warning to others, maybe in the hope that someone can explain what went wrong. Also because I need something to do while everything is being downloaded.
One thing I've learned from this is to save and quit rather than try to toggle to something else.