The British Labour Party won the 2024 British general election. With that in mind, Vittorio Trevitt looks at the past Labour governments of Clement Attlee and Harold Wilson. He considers how these governments handled welfare policy.

Clement Attlee with John F. Kennedy in 1961.

The UK General Election held in July 2024 was a truly historic event, with Labour returning to office after more than a decade in opposition. The fact that Labour did so with such a massive majority means that they have a strong mandate to transform Britain into a fairer nation. Although the state of public finances has resulted in Labour removing universal Winter Fuel Allowances for most pensioners (ironically reversing a policy implemented under the Blair Government in 1997) and more cuts likely to follow, it is highly probable that as economic conditions improve there will be greater leeway for Labour to expand social provisions, such as fulfilling its proposals for extending rights to statutory sick pay and introducing free breakfast clubs in all English primary schools. In the past, Labour has encountered severe financial difficulties but has still managed to establish a broad array of social security grants that have done much to ameliorate the quality of life for ordinary households. Two former Labour administrations that Starmer and his ministers can look to for guidance are the Attlee Government of 1945-51 and the 1964-70 and 1974-76 Wilson Governments.

 

Attlee Government

The Labour Government that came to power in the first election following the end of the Second World War has long been held in high esteem not only by historians but also by Labour Party activists and politicians. Led by veteran Labourite Clement Attlee, it was by far the most radical and successful that Britain had experienced by that time. Although the country Labour inherited was in a parlous financial state (the legacy of World War II), Attlee and his ministers would not disappoint an electorate hungry for change after years of strife and sacrifice. Over the next 6 years, they drastically changed Britain for the better. One way it achieved this was through the construction of a comprehensive and universalistic welfare model. Although Britain had a long history of welfare provision, the Attlee Government greatly built on the existing framework by setting up a system that covered all citizens. One of the pillars of this new solidaristic edifice, the National Health Service, was notable in making free access to every form of healthcare (such as medical and dental care, eyeglasses and hearing aids) a right for every citizen; one that the service has continued to uphold despite frequent cuts and overhauls in the decades since its “birth.” The 1946 National Insurance Act set up a broad network of cash payments incorporating a range of risks such as old age, widowhood and funeral costs. Apart from the normal rates, increases could be made in national insurance paymentsfor particular cases. Also, where employers had failed to meet the contribution requirements of the Act, resulting in recipients losing partly or entirely the maternity, sickness or unemployment benefits that were theirs by right, such individuals could retrieve a civil debt from said employers representing the lost amounts. A Five Year Benefit Reviewwas also included, aimed at ensuring the adequacy of allowances in helping beneficiaries to meet their basic needs. Additionally, groups such as trade unions were enabled to set up their own schemes if they so wished.

The equally far-reaching Industrial Injuries Act passed that same year bestowed various cash grants upon workers suffering from work-related injuries such as disablement gratuities and special hardship allowances (aimed at workers unable to carry out their current lines of work or equivalent due to their injuries). Five distinct benefits were also made for dependents of workers who tragically lost their lives, while allowances were given in cases of approved hospital treatment, constant attendance and unemployability; the latter geared towards disability pensioners unable to take on any form of employment. In addition, the National Assistance Act introduced two years later established a non-contributory social safety net for those in need; providing support such as shelter and nutritional assistance.

 

The Attlee years also witnessed the passage of other welfare measures affecting different strata of British society.Dockworkers became entitled to pay in cases of unemployment or underemployment, while a state scheme for mature university students was set up. Regulations provided numerous pension entitlements for NHS employees while the National Insurance and Civil Service (Superannuation) Rules, 1948 provided for preserved pension rights with a compensation award in cases where individuals experienced the impairment or loss of opportunity to earn a further pension. As a means of helping people reach their potential, a special scheme was instituted in 1947 whereby individuals with a gift for skilled crafts became eligible for grants to undertake training in other locations if no suitable facilities existed near where they lived.

In 1946, certain pensioners with disabilities that added to wear and tear became entitled to a new clothing allowance, while a couple of years later greater eligibility for special education allowances for children was introduced. The 1948 Local Government Act generalised various powers to pay subsistence and travelling allowances to members of local authorities while also providing payments in cases where council business attendance led to financial loss. The 1947 Agriculture Act incorporated several forms of compensation, such as for disturbance and improvement, while the 1948 Criminal Justice Act provided for the enforcement of payments of compensation or damages. Under the 1948 Children Act, local authorities were empowered to care for children who were orphaned, deserted or unable to be looked after by their parents due to circumstance. Amongst its many provisions included accommodation for children reaching 3 years of age, along with grants for students to help them with the costs of maintenance, training or education. A year later, a system of legal assistance was inaugurated that entitled most people to free legal support in both civil and criminal cases.

 

Impact of the Attlee Government

The extent to which the social security legislation of the Attlee Government dramatically improved people’s lives can be gauged from a poverty study conducted in York in 1950 by the legendary researcher and humanitarian Seebohm Rowntree; using that location as a representative sample. A follow up to a previous survey carried out in the same area in 1936, it estimated that the percentage of working-class people in York who lived in poverty stood at 2.77% in 1950, compared with 31.1% 14 years earlier. Although the study undoubtedly overestimated the extent to which poverty fell during that period, it nevertheless highlights the fact that the Welfare State established under Attlee did much to diminish the numbers experiencing hardship. G.R. Lavers, who co-authored the report, argued that the largest improvement since 1936 had come about as a result of the welfare reforms instituted since 1945, going as far as to claim that the Welfare State had greatly overcome poverty. This assertion gave Labour a positive message to convey to the public during the 1951 election campaign, but despite their efforts would be voted out of office; not returning to power until 1964 under the leadership of former minister Harold Wilson.

 

Wilson Governments

Like Attlee’s Administration, Harold Wilson and his ministers inherited a nation in a difficult economic position; one that eventually resulted in the currency being devalued. This culminated in detestable austerity policies including higher charges for school meals. Also, In a dubious move, one that undoubtedly reflected exaggerated perceptions of welfare fraud that persist to this day, a “four-week rule” was instituted in July 1968 in certain places. This involved social assistance benefits being removed from recipients after this time if it was believed that there was suitable work available. Assessing the impact of this measure, one study edited by the anti-poverty activist and future cabinet minister Frank Field provided the estimate that 10% of those affected by the rule subsequently ventured into crime as a consequence of their losing their benefits. Despite a ministerial claim that this policy had been a success in tackling benefit fraud, Field’s study suggests that it was a misguided decision that caused unnecessary hardship.

Nevertheless, for most of its period in office Labour not only boosted public spending but also rolled out a programme of radical welfare reform that did much to lessen inequality. New benefits were introduced concerning risks that previously had been left uncovered by the Attlee welfare laws. Redundancy pay was set up, along with income supplements for beneficiaries such as unwell, injured and jobless persons; the latter to lessen the impact of unemployment for skilled employees. New allowances for partially incapacitated men were also established, with increased amounts were permitted in certain cases.

The 1965 Solicitors Act allowed for grants to be paid in hardship situations, while other laws introduced varying forms of compensation for those affected by compulsory land purchases and damage. National Assistance was superseded by a new Supplementary Benefits Scheme; an overhaul carried out partly to prevent detailed individual enquiries. Reflecting this philosophical shift, changes were made, for instance, to rent allowance payments for non-householders (previously, these had been dependent upon a household’s make-up). Although not without its faults, it was a definite improvement over the previous social assistance arrangements. Higher benefit rates were provided and, although the allowances under the new scheme were mostly the same as under National Assistance (with exceptions such as an additional allowance for long-term claimants), what differed was the fact that the new scheme sought to ensure that benefits would be given as a right to those who met the means-tested conditions, while seniors were entitled to an income guarantee. Measures were also carried out with the intention of enabling widows and women whose marriages had dissolved to receive higher pensions, while regulations established improved levels of financial assistance for disabled people (such as an allowance for severe disabilities), and allowed for Christmas bonuses to be disregarded in the estimation or calculation of earnings when determining national insurance payments. Local tax rebates were created to assist less well-off ratepayers, and the 1965 Matrimonial Causes Act was designed to helpwomen by means of ordering alimony and other forms of payment to the concerned parties. Additionally, measures were undertaken to tackle homelessness and deliver residential services to persons who are ill and living with disabilities.

 

The social security record of Wilson’s first administration can be justified by the impact its policies had on those living on low incomes. In 1970, the amount that benefits and taxes added to the incomes of those earning £315 annually was more than twice the equivalent amount from 1964. Measurements have also suggested that the number of individuals living in poverty was far lower in 1970 than in 1964; further justification of Labour’s welfare record from the Sixties. One such benchmark, utilising a 1970-based absolute poverty line, has suggested that the percentage of poor Britons fell from around 20% to around 15% by the end of Wilson’s first premiership. Wilson’s last government from 1974 to 1976 would also see further landmarks in social security, with various laws passed that established new entitlements including invalidity pensions and mobility and invalidity care allowances for the disabled, earnings-related pensions, and Child Benefit; a universal payment which for the first time included financial support to families with at least one child and enhanced the amount of assistance allocated to low-income families.

 

The administrations in context

In a way, both administrations reflected the spirit of the times that they governed in. In the decade or so following the end of the hostilities, several war-torn nations in Europe came under the leadership of left-wing coalitions that expanded their social aid systems, while even poorer nations led by progressives including Burma (Myanmar), Guatemala, Iran and Ceylon (Sri Lanka) undertook reforms in this field. Similarly, during Wilson’s first stint as prime minister several developing nations led by reformers throughout the Sixties like India, Turkey, Honduras and the Philippines also embarked upon their own programmes of welfare innovation. The revolutionary social security reforms implemented under Attlee and Wilson therefore reflected broader geopolitical trends during their incumbencies.

The record of the Attlee and Wilson administrations shows that even under dire economic circumstances there is much that can be achieved in strengthening the social security structure that has done much throughout the decades to prevent and mitigate poverty in the United Kingdom. Like their forebears, the Starmer Government must never lose sight of Labour’s goal to make Britain a nation free of injustice. A more generous welfare system is a prerequisite to this. Although it is likely that it will take time until the financial situation improves to the point that Labour will be able to pursue looser, more expansionary fiscal measures to attain its reformist vision, the Starmer Government must nevertheless reinforce the Welfare State as an effective tool against the scourges of poverty, as most Labour governments have done so in the past. The welfare records of the Attlee and Wilson ministries are ones that the new Labour administration can learn greatly from today.

 

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AuthorGeorge Levrier-Jones

Every October for the past 52 years, the International Hot Air Balloon Festival takes place in Albuquerque, New Mexico. This event is the world's largest hot air balloon festival, with over 500 hot air balloons and nearly 1 million people in attendance. The hot air balloon made its first American flight in 1793, yet it still captures our attention and imagination. So, what is the history behind these magnificent flying balloons?

Angie Grandstaff explains.

A depiction of an early balloon flight in Annonay, France in 1783.

The Origins of Hot Air Balloons

The idea of flying is something that humans have fantasized about for centuries. Many have theorized about how this could happen. English philosopher Roger Bacon hypothesized in the 13th century that man could fly if attached to a large hollow ball of copper filled with liquid fire or air. Many dreamed of similar ideas, but it wasn’t until 1783 that the dream became a reality.

French brothers Joseph-Michel and Jacques-Etienne Montgolfier were paper manufacturers who observed that a paper bag would rise if hot air was put inside it. Many successful experiments proved their theory. The Montgolfier brothers were to demonstrate their flying balloon to King Louis XVI in September 1783. They enlisted the help of a famous wallpaper manufacturer, Jean Baptiste Réveillon, to help with the balloon design. The balloon was made of taffeta and coated with alum for fireproofing. It was 30 feet in diameter and decorated with zodiac signs and suns in honor of the King.

A crowd of 130,000 people, including King Louis XVI and Marie Antoinette, watched the Montgolfier brothers place a sheep, rooster, and duck in a basket beneath the balloon. The balloon floated for two miles and was safely returned to the ground with the animals unharmed. This successful flight showed what was possible, and they began planning a manned trip into the sky.

There was much concern about what the high altitude may do to a human, so King Louis XVI offered a condemned prisoner to be the first to fly. But Jean-Francois Pilatre de Rozier, a chemistry and physics teacher, asked and was granted the opportunity to be the first. The Montgolfier brothers sent de Rozier into the sky on several occasions. Benjamin Franklin, the Ambassador to France at the time, witnessed their November 1783 flight. Franklin wrote home about what he saw, bringing the idea of hot air balloons to American visionaries.

 

An American Over the English Channel

Advances were being made with different fabrics and gases, including hydrogen, to keep the balloon aloft. Many brave individuals were heading into the skies. Boston-born Dr. John Jeffries was eager to fly. Jeffries offered to fund French inventor Jean-Pierre Blanchard’s hot air balloon expedition to cross the English Channel if he was allowed a seat. Dr. Jeffries was a medical man interested in meteorology, so this trip into the clouds fascinated him.

The two men headed into the air from the cliffs of Dover, England in January 1785. Blanchard’s gear and a boat-shaped gondola carrying him and Jeffries weighed down the hydrogen-filled balloon. The balloon struggled with the weight as it headed across the channel, so much so that they had to throw everything overboard. Their desperation to stay in the air even led them to throw the clothes on their backs overboard. The pair landed safely in France minus their trousers but were greeted by locals who thankfully clothed them.

 

First Flight in America

Blanchard’s groundbreaking achievements in Europe brought him to America in 1793. He offered tickets to watch the first manned, untethered hot air balloon flight. The first flight was launched from the Walnut Street Prison yard in Philadelphia. George Washington was in attendance with other future presidents, such as Thomas Jefferson, John Adams, James Madison, and James Monroe. Blanchard, who did not speak English, was given a passport by Washington to ensure safe passage wherever he landed. Blanchard ascended 5,800 feet into the air and landed 15 miles away in Deptford, New Jersey. 

Europe dominated the field of aeronautics, but Blanchard’s first American flight demonstrated the possibilities of flight to America and its leaders. It inspired American inventors and explorers to take to the skies. It was a significant step in the global progress of aviation. An interesting side note about Blanchard: his wife Sophie was also an avid balloonist, a woman ahead of her time. They both died in separate ballooning accidents.

 

Early American Balloonists

The Montgolfier brothers' ballooning adventures led to balloon madness in America. There was much interest in the science of flying balloons as well as how balloons can be used as entertainment.

Philadelphia doctor John Foulke was fascinated with the science of ballooning. He witnessed the Montgolfier brothers’ successful manned hot-air balloon flights in Paris with Benjamin Franklin. Foulke returned to his Philadelphia home and conducted experiments, sending small hot air balloons into the sky. He lectured at the University of Pennsylvania on ballooning, even inviting George Washington to one. Washington could not attend but was keenly interested in hot air balloons and saw their potential for military use. Foulke began raising funds to build America's first hot air balloon but never reached his goal.

While Foulke was lecturing about the science of ballooning and attempting to raise funds, a Bladensburg, Maryland tavern owner and lawyer, Peter Carnes, was ready to send a balloon into the air in June 1784. Carnes was a very ambitious man with an entrepreneurial spirit. He saw American’s enthusiasm for the magnificent flying balloons as a way to make money. Interestingly, Carnes had very little knowledge about how to make a balloon take flight, but against all odds, he built a balloon. His tethered unmanned balloon was sent 70 feet into the air. Carnes set up a more significant event in Baltimore, selling tickets to a balloon-mad city for a manned flight. Unfortunately, Carnes was too heavy for the balloon, but a 13-year-old boy, Edward Warren, volunteered to be the first. Warren ascended into the sky and was brought back safely to the ground, becoming the first American aviator.

Cincinnati watchmaker Richard Clayton saw ballooning as an opportunity to entertain the masses. In 1835, he sold tickets to the launch of his Star of the West balloon. This 50-foot high, hydrogen gas-fueled balloon carried Clayton and his dog. Once a mile above the city, Clayton, wanting to put on the best show for his crowd, threw his dog out of the balloon. The dog parachuted to the ground safely. Clayton’s nine-hour trip took him to present-day West Virginia. This voyage, Clayton’s Ascent, was commemorated on jugs and bandboxes, some of which are part of the Cincinnati Art Museum’s collection. Clayton traveled to many American cities with his balloons and entertained thousands. Clayton used his connections with the press to help bring in the crowds.

Thaddeus Lowe was a New Hampshire-born balloonist and inventor who was primarily self-educated. He began building balloons in the 1850s, traveling the country, giving lectures, and offering rides to paying customers. Lowe believed hot air balloons could be used for communication and was devising a plan to build a balloon that could cross the Atlantic Ocean when the Civil War began.

 

Balloons in the Civil War

President Lincoln was interested in finding out how flying balloons could gather intelligence for military purposes. In June 1861, Lowe was summoned to Washington D.C., where he demonstrated to President Lincoln how a balloon's view from the sky combined with telegraph technology could give the Union Army knowledge of the Confederate troop movements. President Lincoln saw how this could help his army. So, he formed the Union Army Balloon Corps. Thaddeus Lowe was the Corps' Chief Aeronaut. Lowe used a portable hydrogen gas generator that he invented for his seven balloons.

The Peninsula campaign gave Lowe his first chance to show how his balloons could contribute positively to the Union Army. In the spring of 1862, he was able to observe and relay the Confederate Army’s defensive setup during the advance on Richmond. Lowe’s aerial surveillance gave the Union Army the location of artillery and troops during the Fredericksburg campaign in 1862 and the Chancellorsville campaign in 1863.

The Balloon Corps made 3,000 flights during the Civil War. The surveillance obtained from these flights was used for map-making and communicating live reports of battles. The balloon reconnaissance allowed the Union to point their artillery in the correct direction even though they couldn’t see the enemy, which was a first. The Confederates made several attempts to destroy the balloons, but all attempts were unsuccessful. The balloons proved to be a valuable tool in war. 

Unfortunately, Thaddeus Lowe faced significant challenges from Union Army leaders who questioned the cost of his balloons and his administrative skills. Lowe was placed under stricter military command, a difficult situation for him. Ultimately, Lowe resigned from his position in the Balloon Corps, and the use of balloons during battle ceased. Lowe's journey led him back to the private sector, where he eventually settled in Pasadena, California, and continued his inventive pursuits, eventually holding 200 patents.

 

Modern Hot Air Balloons

Hot air balloons lost their popularity as America entered the 20th century. But in the 1950s, Ed Yost set out to revive the hot air balloon industry. Yost is known as the Father of Modern Hot Air Ballooning. He saw the need for the hot air balloon to carry its own fuel, so he pioneered the use of propane to heat the inside of the balloon. Yost also created the teardrop balloon design. He experimented with balloons, including building his own, and made the first modern-day hot-air balloon flight in 1960. Yost was strapped in a chair attached to a plywood board beneath a propane-fueled balloon traveling for an hour and a half in Nebraska. His improvements made hot air balloons safer and semi-maneuverable. Yost crossed the English Channel and attempted to cross the Atlantic Ocean solo. His attempt across the Atlantic failed, but he built a balloon for Ben Abruzzo, Maxie Anderson, and Larry Newman to try again. The Double Eagle II was the first balloon to cross the Atlantic in 1978.

Yost’s achievements and those of many other American hot air balloon enthusiasts helped the sport of hot air ballooning take flight in the second half of the 20th century. Hot air balloon festivals now take place around the country year-round and are major tourist attractions. The Albuquerque International Hot Air Balloon Festival is the world's biggest hot air balloon festival. Hot air balloons have become big business for travelers who want a bird’s eye view of America.

Humans have always wanted to conquer the skies. The curiosity and ingenuity of people like the Montgolfier brothers laid the foundation for Americans to push the boundaries of aviation. The early experiments of scientists and entertainers helped 20th-century inventors and adventurers build safer hot air balloons. Today, there is a vibrant hot-air balloon culture in America. Millions of Americans celebrate the scientific milestones and the sheer joy of flight every year. The history of hot air ballooning shows us the power of imagination and dreams.

 

Angie Grandstaff is a writer who loves to write about history, books, and self-development. 

 

 

References

https://airandspace.si.edu/stories/editorial/presidential-writings-reveal-early-interest-ballooning

https://balloonfiesta.com/Hot-Air-History

https://www.battlefields.org/learn/biographies/thaddeus-sobieski-constantine-lowe

https://fly.historicwings.com/2012/06/the-first-american-aviator/

https://ltaflightmagazine.com/the-first-aerial-crossing-of-the-english-channel/

https://www.mountvernon.org/library/digitalhistory/digital-encyclopedia/article/george-washington-and-ballooning

https://www.nytimes.com/2007/06/04/us/04yost.html

https://www.santafenewmexican.com/news/local_news/ed-yost-father-of-ballooning-subject-of-new-albuquerque-balloon-museum-exhibit/article_917c38b2-6138-11ee-9a3d-4786ca2ea0c6.html

https://www.space.com/16595-montgolfiers-first-balloon-flight.html

https://www.wcpo.com/news/insider/history-richard-clayton-balloon

The naval victory at Midway on June 4, 1942 has rightly been recognized as one of the greatest in the history of the US Navy, and one of the most significant victories in the history of armed conflict. However, events did not follow the plan formulated by US Pacific Fleet commander Admiral Chester Nimitz, and the battle was very nearly lost by Pacific Fleet forces. Conspicuously missing from earlier accounts of the Battle of Midway is a description of the Nimitz plan to confront the Japanese carrier fleet.

Dale Jenkins explains. Dale is author of Diplomats & Admirals: From Failed Negotiations and Tragic Misjudgments to Powerful Leaders and Heroic Deeds, the Untold Story of the Pacific War from Pearl Harbor to Midway. Available here: Amazon US | Amazon UK

Chester Nimitz while Chief of Naval Operations.

The actions taken by Pacific Fleet forces during the Midway battle deviated significantly from the Nimitz plan. But, despite the deviation, the battle was won. What occurred at Midway was essentially a broken play, but positive action from a junior task force commander, astute calculations from an air group commander, and intrepid, skilled flying from carrier pilots saved the day. 

The intelligence team at Pearl Harbor had decrypted sufficient Japanese messages by May 27 to advise Nimitz of expected Japanese fleet movements on June 4. Nimitz’s intelligence staff, headed by LCdr Edwin Layton, informed him that the Japanese carrier fleet, or Striking Force:

“would probably attack on the morning of 4 June, from the northwest on a bearing of 325 degrees. They could be sighted at about 175 miles from Midway at around 0700 (0600 local) time.”(1)

 

Layton expected four or five Japanese carriers steaming from the northwest at 26 knots. There were four: Akagi(flagship of carrier Striking Force commander Vice Admiral Chuichi Nagumo), Kaga, Hiryu and Soryu. Nimitz had a week to plan a defense of the attack, formulate a counter-attack, and continue to assemble forces on Midway to carry out the plan. He issued Operation Order 29-42 that detailed the forces that were to be employed, including the scouting operation of PBY amphibious planes and a picket line of submarines.

Additional Japanese forces included an amphibious Occupation Force operating south of the carrier force, a separate force to attack the Aleutian Islands, and a battleship force trailing 300 miles astern of the carriers. The battleship force included super-battleship Yamato with Combined Fleet commander Admiral Isoroku Yamamoto embarked.

 

The Japanese planned to launch 108 planes, half the total air complement of the four carriers, against the shore defenses of Midway Island at 0430 on June 4 when approximately 220-240 miles from Midway,. The remaining reserve force would be armed with anti-ship bombs and torpedoes to combat any unexpected Pacific Fleet forces. The Japanese command expected the Pacific Fleet carriers to rush to the scene from Pearl Harbor, and the Japanese would destroy them with their carrier planes and battleships in a showdown confrontation.

To counter the Japanese carrier force, Nimitz had planes on Midway Island and three Pacific Fleet carriers, Enterprise, Hornet and Yorktown, under the overall command of Rear Admiral Frank Jack Fletcher. Fletcher, embarked on Yorktown, was in direct command of Task Force 17. A more junior rear admiral, Raymond Spruance, embarked on Enterprise, commanded Task Force 16 of Enterprise and Hornet.  

 

Operating range

A particular problem was the difference in operating ranges between the Japanese carrier planes and those of the Pacific Fleet. The Japanese operating range was 240 miles, and the equivalent for the Pacific Fleet planes was just 175 miles.  That difference meant the Japanese planes could attack the Pacific Fleet carriers when the Pacific Fleet planes were out of range of the Japanese carriers. Nimitz had to have a plan that would get the carriers through the band between 240 miles and 175 miles without being spotted and attacked. The difference, 65 miles, meant that a carrier covering that distance, averaging 25 knots, would have to steam for 2 ½ hours to cross the band where they were vulnerable to attack without being able to return it.

Nimitz designed an attack on the Japanese carrier fleet by moving the Pacific Fleet carriers through the night of June 3-4, under cover of darkness, to arrive at a position where they had the best chance to launch an attack before they were discovered by Japanese scouts. He planned to use PBY amphibious planes from Midway as scouts because the Japanese could sight the PBYs without being alerted to the presence of carriers. The light wind coming out of the southeast meant that the Japanese carriers, steaming into the wind, would launch and recover planes without changing course. Layton based his calculations on the PBYs taking off from Midway at 0430, plus plane and ship speeds, to arrive at his calculation that the PBYs should encounter the Japanese at about 0600, 175 miles from Midway.  The planes on Midway would launch immediately upon receipt of the scouting report.  Japanese carriers would move about 35 miles after the PBY report until the Midway planes intercepted them about 0720, 140 miles from Midway.

Nimitz formulated a plan for a concentration of force of Midway planes and carrier planes. To accomplish this, he determined that the Pacific Fleet carriers were to be at a position 140 miles northeast of the interception point at 0600. That position also was 200 miles directly north of Midway Island and was designated as the navigation reference point for the carrier force. When the report from a PBY was received at approximately 0600 the planes from both Midway and the three carriers would launch their planes. In a successful execution, all the Pacific Fleet planes would arrive over the Japanese carriers at approximately 0720 in a concentration of force. The goal was a victory by 0800-0815.

Because the Japanese planes attacking Midway would not return before 0830, the Pacific Fleet attack would be against just half of the Japanese air defenses. In addition, if the flight decks of the Japanese carriers were heavily damaged, even if the carriers themselves were not sunk, the planes returning from Midway would have to ditch in the ocean.

A graphic of Nimitz’s plan at the Battle. Copyright Dale Jenkins. Printed with permission.

After-action report

The after-action report of Rear Admiral Frank Jack Fletcher confirms the intended movements of the carrier force in conformity with the Nimitz plan:

ENTERPRISE and HORNET maintained their air groups

In readiness as a striking force. During the night of June 3-4

both forces [TF-17 and TF-16] proceeded for a point two

hundred miles North of Midway. (Emphasis added) Reports of enemy forces to the Westward of Midway were received from Midway and Commander-in-Chief, Pacific Fleet. These reports indicated the location of the enemy Occupation Force but not the Striking Force.(2)

 

The ComCruPac (Fletcher) report refers to PBY scouts on June 3, when the Occupation Force was sighted and the carrier Striking Force was still under heavy clouds. It confirms Fletcher’s knowledge of the plan and his intended movements. Further confirmation of the Nimitz plan and the ordered position of the carriers to be 200 miles north of Midway at 0600 on June 4 is contained in published accounts of at least three contemporary historians who had the opportunity to interview participants during and after the war: Richard W. Bates, Samuel Eliot Morison, and E. B. Potter. (3)

On June 3 the PBYs took off from Midway at 0430 and contacted the Japanese occupation force. This contact confirmed that the Japanese were proceeding with the plan as previously decrypted by Layton’s intelligence unit. The carrier force was still under a heavy weather overcast and was not discovered on June 3.

On June 4 the PBYs launched again at 0430. At 0534 a sighting of enemy carriers was transmitted to Admirals Fletcher and Spruance, and to the forces on Midway. At 0603 the earlier report was amplified:

“2 carriers and battleships bearing 320 degrees, distance 180, course 135, speed 25 knots.” (4)

 

Immediately after receiving the latter report the planes on Midway took to the air.  Fighters rose to defend Midway, and six Avenger torpedo planes and four B-26s fitted with torpedoes flew to attack the Japanese carriers.  Two more carriers were in the Japanese formation but were not seen by the PBY pilot.

However, Pacific Fleet carriers were not in position to launch planes at 0603 because Fletcher, while heading southwest overnight June 3-4 toward the designated position 200 miles north of Midway, decided that the scouting as ordered in Operation Order 29-42 might not be sufficient. At first light, he ordered Yorktown carrier planes to conduct a separate sweep to the north and east. To do this the carriers had to change course to the southeast to launch planes into the wind, and to be on that course to recover the planes. These course changes took the carriers away from the interception point. When the 0603 message from the scout arrived, the carriers were 200 miles east and north of the interception point and 25 miles beyond their operating range of 175 miles. 

At 0607 Fletcher sent a message to Spruance:

 

“Proceed southwesterly and attack enemy carriers when definitely located. I will follow as soon as planes recovered.”(5)

 

Spruance, detached with Enterprise and Hornet, proceeded southwest at all possible speed to close the range, but at an average speed of 25 knots it would take an hour to cover 25 miles.  Meanwhile, the planes from Midway arrived separately over the Japanese carriers and attacked. The plan for a concentration of force had failed.

The Avengers and B-26s, arriving at 0710, flew into the teeth of the Zero fighter defenders. They attempted valiant torpedo runs against two of the four carriers, but the inexperienced pilots were hopelessly outclassed by the fast, agile and deadly Zeros. There were no hits or even good chances for hits, and the Zeros sent five of the six Avengers flaming into the ocean. The B-26s hardly did better, but one pilot, with his plane on fire and probably knowing he was never getting home, dove at the bridge of the Japanese flagship. He missed by a few feet and crashed into the ocean.

 

B-26 pilot

The B-26 pilot may have done as much as anyone that day to turn the tide of the battle.  At 0715 the shocked Admiral Nagumo, already notified that the Midway attack had run into heavy resistance, decided that a second attack on Midway was required. He ordered the armaments of the standby force to be changed from anti-ship bombs and torpedoes to point detonating bombs for land targets.  All of this would require over an hour to complete, and not before the Midway attack force would be returning to land about 0830, low on fuel.

Admiral Spruance, ready to launch planes from his two carriers at 0700, plotted courses to a new interception.  Ranging closely together between 231 degrees and 240 degrees, but delayed at the launch, the planes expected to arrive at the new interception at 0925 – almost 2 1/2 hours after the launch time.

At 0917, with the Midway force landed, Admiral Nagumo turned northeast to confront the Pacific Fleet carriers that a Japanese scout had discovered earlier. Decisions he had made, including landing the Midway planes, had delayed any attack on the American carriers. The Americans were still making attacks, but the Zeros swept them aside easily. Now Nagumo was supremely confident. Rearming and refueling the entire air complement on all four carriers would be completed by 1045. They would launch a massive, coordinated attack of over 200 planes and sink the American carrier fleet.

The Enterprise and Hornet planes crossed the revised intercept point at 0925 but found nothing but open ocean. The Hornet air group commander took his squadrons southeast to protect Midway.  The Enterprise air commander realized that the Japanese carrier force probably had been delayed by earlier actions.  He took two squadrons of dive bombers on a northwest course to retrace the Japanese movements, then began a box search that came upon a Japanese destroyer, and that led to the Japanese carriers.  Diving out of the sun at 1025 caught the Japanese defenders by surprise, and in five minutes Akagi and Kaga were destroyed. The Yorktown planes suddenly appeared and destroyed Soryu.

Hiryu, the remaining Japanese carrier, launched dive bomber and torpedo plane attacks which led to the loss of Yorktown. Later in the day on June 4 Enterprise dive bombers destroyed Hiryu. The greatest victory of the US Navy had been realized.

 

Aftermath

In the aftermath of the Midway victory no one was going to complain about not following the Nimitz battle plan, least of all Admiral Nimitz.  Consequently, the existence of the plan has been overlooked until now. Whether following the plan would have resulted in the same victory by Pacific Fleet forces, or the same victory without as many losses in ships, planes and personnel, has never been explored and is left to speculation.

 

As a reminder, Dale is author of Diplomats & Admirals: From Failed Negotiations and Tragic Misjudgments to Powerful Leaders and Heroic Deeds, the Untold Story of the Pacific War from Pearl Harbor to Midway. Available here: Amazon US | Amazon UK

 

 

References

(1) Layton, Edwin T., And I Was There, Konecky & Konecky, Old Saybrook, CT, 1985, p. 430

(2) Report of Commander Cruisers, Pacific Fleet (Adm. Fletcher), To: Commander-in-Chief,

United States Pacific Fleet, Subject: Battle of Midway, 14 June 1942, Pearl Harbor, T.H., Para. 3, included as Enclosure (H) in United States Pacific Fleet, Advance Report – Battle of Midway, 15 June 1942

(3) Bates, Richard W., The Battle of Midway, U.S. Naval War College, 1948, p. 108; Morison, Samuel Eliot, Coral Sea, Midway, and Submarine Actions, Naval Institute Press, 1949, p. 102; Potter, E.B., Nimitz, Naval Institute Press, 1976, p. 87.

(4) Morison, p. 103.

(5) Morison, p.113

Archimedes of Syracuse, one of the greatest mathematicians and inventors of antiquity, profoundly influenced fields ranging from geometry to hydrostatics. Born in 287 BCE in Syracuse, a Greek city-state on the island of Sicily, Archimedes lived during a period of scientific discovery and political turbulence. His contributions not only advanced the knowledge of his time but also laid the foundations for future innovations, impacting fields as diverse as engineering, physics, and military strategy.

Terry Bailey explains.

Portrait of a scholar (Archimedes?). Domenico Fetti, 1620.

Early life and education

Archimedes was born into a family connected to the ruling elite of Syracuse. In his work 'The Sand-Reckoner', Archimedes gives his father's name as Phidias, an astronomer about whom nothing else is known, it is assumed this is what likely sparked Archimedes' early interest in the sciences. Little is known about Archimedes' early years, but it is believed he travelled to Alexandria in Egypt, the intellectual hub of the Mediterranean world, to study under the successors of Euclid. This connection with Alexandria placed Archimedes within the vibrant mathematical community of his time.

Upon returning to Syracuse, Archimedes dedicated himself to a life of inquiry and discovery. His surviving written work indicates a keen desire to explore both the abstract principles of mathematics and their practical applications. He had a deep love for pure mathematics but was equally committed to solving real-world problems.

 

Mathematical contribution

Archimedes' work in mathematics established him as a towering figure in the discipline. One of his most celebrated achievements is the approximation of pi (π). Archimedes developed a method of calculating the value of π by inscribing and circumscribing polygons around a circle, finding their perimeters and using this data to estimate π with remarkable precision. His method, known as the method of exhaustion, is considered an early form of integral calculus and remained the most accurate approximation of π until modern times.

Another significant contribution is Archimedes' principle of the lever. In his treatise 'On the Equilibrium of Planes', Archimedes laid down the laws governing levers and balance. His famous statement, "Give me a place to stand, and a lever long enough, and I will move the Earth, (World)," captures the essence of his discovery that a small force, applied correctly using a lever, can move large objects. This principle revolutionized mechanics and influenced engineering practices for centuries.

Archimedes also made strides in understanding the concept of centroids in geometry. In his work, 'On the Quadrature of the Parabola', he calculated the area of a parabolic segment and demonstrated that the centroid of a parabola lies along its axis. His ability to combine abstract reasoning with physical insight was unparalleled in the ancient world.

 

Hydrostatics and the principle of buoyancy

Archimedes is perhaps best known for his work in hydrostatics, particularly his discovery of the principle of buoyancy. This principle states that any object immersed in a fluid experiences an upward force equal to the weight of the fluid displaced by the object. The story of Archimedes' Eureka, (Greek: ερηκα, I have found), moment is legendary, even if not exactly what occurred.

King Hiero II of Syracuse asked Archimedes to determine whether a crown made for him was pure gold or adulterated with silver. While bathing, Archimedes realized that the water displaced by his body in the bath provided a way to measure the volume of the crown and thus its density. Leaping from his bath in excitement, Archimedes is said to have run through the streets shouting Eureka!, I have found it!

Archimedes' principle of buoyancy became a cornerstone of fluid mechanics, underpinning theories of flotation and sinking. This discovery had practical applications in shipbuilding, as it allowed engineers to calculate whether ships would float based on their weight and the water they displaced.

 

Inventions and engineering feats

Archimedes' inventive genius was not limited to theoretical work; he also designed practical machines that were ahead of their time. One of his most famous inventions is the Archimedean screw, a device used to raise water. The screw consists of a helical surface inside a cylinder, and when turned, it would lift water from a lower to a higher elevation. Originally designed for irrigation in Egypt, the Archimedean screw is still used today in some parts of the world for pumping water.

In the realm of warfare, Archimedes applied his knowledge of mechanics to develop powerful machines that helped defend Syracuse during the Second Punic War. His military devices were so effective that they became the stuff of legend. Among these were massive catapults capable of hurling projectiles at enemy ships, and large cranes or "claws" that could grab ships, lift them out of the water, and then smash them back down, sinking them. Another invention, known as the Archimedes' heat ray, allegedly used mirrors to focus sunlight onto Roman ships, setting them on fire. While the historical accuracy of the heat ray remains debated, it highlights the blend of scientific theory and military necessity in Archimedes' work.

 

The method of mechanical theorems

One of Archimedes' lesser-known yet most significant contributions to mathematics is the method of mechanical theorems, detailed in his work of the same name. In this treatise, Archimedes explored the use of mechanical reasoning to discover mathematical theorems. By imagining geometric figures as physical bodies with weight, he was able to "balance" them and deduce geometric relationships. This approach was revolutionary because it introduced an early form of integral calculus long before Newton and Leibniz developed the field in the 17th century.

Archimedes' spiral—a curve traced by a point moving uniformly away from a central point while the point revolves around that point—was another breakthrough. He used this spiral to square the circle, showing that the area under one turn of the spiral was equal to a quarter of a circle's area. His work on spirals remains relevant in modern mathematics, particularly in polar coordinate systems.

 

The Sand Reckoner, challenging the size of the universe

Archimedes' curiosity extended beyond the Earth and into the cosmos. In his treatise 'The Sand Reckoner', he set out to determine whether it was possible to calculate the number of grains of sand that could fill the known universe. While this might seem like a trivial exercise, Archimedes used it as a way to propose a new system for expressing large numbers, challenging the conventional Greek numeral system. His estimate pushed the boundaries of ancient cosmology and provided a method for handling astronomical magnitudes, illustrating his unique ability to connect mathematics with natural philosophy.

 

Archimedes' death and legacy

The legacy of Archimedes is indelibly tied to his tragic death during the Siege of Syracuse in 212 BCE. The Romans, led by General Marcus Claudius Marcellus, laid siege to the city, and Archimedes played a critical role in designing machines that delayed the Roman advance. According to Plutarch, Archimedes was so engrossed in his work during the siege that he was oblivious to the Roman army entering the city. A Roman soldier found Archimedes working on a mathematical problem, allegedly Archimedes responded, "Do not disturb my circles," referring to the geometric figures he was drawing in the sand, the soldier, either misunderstood or ignored the orders, killing Archimedes on the spot, despite orders from Marcellus that Archimedes was to be spared.

Archimedes' contributions to science and engineering left an enduring legacy. His surviving works were studied, copied, and transmitted through the centuries, influencing Islamic scholars in the medieval period and later the European Renaissance. His method of approximation and mechanical theorems paved the way for the development of modern calculus, while his inventions demonstrated the power of applied science. Archimedes' influence can be seen in the works of later astronomers and mathematicians such as Galileo Galilei, Isaac Newton, and even physicists mathematicians and engineers of today.

 

Rediscovery of Archimedes' works

Many of Archimedes' original writings were lost over time, but his ideas and concepts survived through Latin and Arabic translations. One of the most exciting discoveries related to Archimedes' work came in 1906 when the Archimedes Palimpsest was uncovered. This medieval manuscript contained previously unknown works by Archimedes, including The Method of Mechanical Theorems. The palimpsest was produced when monks in the 13th century scraped off the original Archimedean text and reused the parchment for religious writings. Modern technology has allowed scholars to recover the erased text, providing new insight into Archimedes' mathematical genius.

Archimedes stands as a beacon of human ingenuity and intellectual curiosity. His profound insight into mathematics, physics, mechanics, and applied science such as hydrostatics continues to resonate today, demonstrating how a single individual's quest for knowledge can shape the course of human history.

From his invention of the Archimedean screw to his principles of levers and buoyancy, Archimedes' achievements spanned both theoretical brilliance and practical applications. His life and work exemplify the synergy between scientific inquiry and the real-world problems that science seeks to solve, making him one of the most remarkable figures of the ancient world.

 

The site has been offering a wide variety of high-quality, free history content since 2012. If you’d like to say ‘thank you’ and help us with site running costs, please consider donating here.

 

 

Notes:

Surviving writing of Archimedes:

·       Measurement of a Circle

·       The Sand Reckoner

·       On the Equilibrium of Planes

·       Quadrature of the Parabola

·       On the Sphere and Cylinder

·       On Spirals

·       On Conoids and Spheroids

·       On Floating Bodies

·       Ostomachion, (Loculus of Archimedes or Archimedes' Box)

·       The cattle problem

·       The Method of Mechanical Theorems

·       Book of Lemmas or Liber Assumptorum is a treatise with 15 propositions on the nature of circles

·       Archimedes' Palimpsest described above includes treatises:-

·       On the Equilibrium of Planes

·       On Spirals

·       Measurement of a Circle

·       On the Sphere and Cylinder

·       On Floating Bodies

·       The Method of Mechanical Theorems

·       Stomach-ion

·       Speeches by the 4th century BC politician Hypereides

·       A Commentary on Aristotle's Categories

·       Associated other works

 

Euclid

Euclid (Εὐκλείδης) was a Greek mathematician, often referred to as the "father of geometry." He lived around 300 BCE, during the reign of Ptolemy I in Alexandria. His most famous work, Elements, is a comprehensive compilation of the mathematical knowledge of his time and became the foundational text for geometry for centuries.

Elements consist of 13 books covering geometry, number theory, and mathematical logic. Euclid also contributed to optics, astronomy, and the study of conic sections. His work laid the groundwork for deductive reasoning in mathematics, a method still used today.

Here is a fascinating history from early 17th century Russia, featuring somebody who apparently returned from the dead and a coup to take control of the country. This the story of Prince Dmitri. Lanny Cotton, who wrote the below for a podcast originally, explains.

Ivan the Terrible. By Hans Weigel.

Today, I would like to tell you a story. A story about a sinister conspiracy, a lost and noble prince, an evil tyrant, and a war over the soul of an empire. Or, more likely, a story about a crazed conspiracy theory, a deceitful imposter, an unfortunate monarch, and a chaotic civil war which brought death and destruction to said empire. Along the way we’ll play knife games with the boys, mutilate a poor, innocent church bell, and perform history’s first and only reverse sled-by shooting. I hope you enjoy the ride.


PART ONE

Our story begins with Ivan the Terrible, the first Tsar of Russia. Ivan is himself a fascinating figure, but here our story concerns itself with what happened after his death. Oh, and a side note: the epithet “the Terrible” is somewhat misleading. The Russian word “grozny” is translated into “terrible” in the sense of something “inspiring terror”, rather than being of low quality. It wasn’t a pleasant nickname, but it wasn’t an insult either, and it suited the paranoid Tsar who had thousands of his subjects murdered on the slightest provocations. Ivan’s first wife was a woman named Anastasia Romanovna, who he chose out of a lineup of a few hundred other eligible maidens. It seems that Anastasia and Ivan got along fairly well, and she managed to keep his more violent tendencies at bay. The couple had six children, four of which would die in infancy. This left Ivan with an heir and a spare, Prince Ivan Ivanovich and Prince Feodor. In the summer of 1560, Anastasia died of a sudden illness. Ivan was convinced that his beloved wife was poisoned and began a purge against the boyars, the Russian nobility, having many noblemen tortured and executed. Was this pure paranoia? In 2001, Anastasia’s body was examined by Russian scientists, who discovered a high buildup of mercury in her bones, a sign that the Tsar’s wife may have actually been poisoned. 

Ivan took at least five more wives after Anastasia, though there are later reports of another two which historians doubt. Technically, this was illegal under the rules of the Russian Orthodox Church, which only permitted three marriages in a lifetime. Ivan was Tsar, though, and didn’t have to care about the rules. The next two wives, Maria and Marfa, also died suddenly, kicking off another couple rounds of purges. The two after that, both named Anna, eventually bored their imperial husband and found themselves shipped off to nunneries. The sixth and final of Ivan’s canonical wives was named Maria Nagaya. Ivan and Maria didn’t get along well, and she almost got nunneried like the Annas, but then she got pregnant. Maria gave birth on October 19, 1582 to little Prince Dmitri, Ivan’s third son.

So let’s talk about the sons. First is Prince Ivan Ivanovich. This Ivan seems to have been a good heir, intelligent and capable, and he might have made a good Tsar. But we’ll never know, because on November 15th, 1581, the two Ivans got into a heated argument which ended in the Tsar striking his son and heir with his scepter. The blow broke the prince’s skull and sent him into a coma. Four days later he died without waking up. This left Feodor as heir, which was problematic because Feodor was kind of useless. Feodor was weak and sickly since childhood, and while personally nice he never showed interest in rulership, preferring to spend his days in prayer and meditation. Some historians believe he may have suffered from some sort of learning disorder, in particular placing him somewhere on the autism spectrum, though we’ll never know for sure. When Ivan died in March of 1584, Feodor was crowned Tsar. However, Feodor didn’t actually reign. The responsibilities of government were turned over to a council of boyars, led by a man named Boris Godunov. The Godunov family was not powerful or influential, Boris had only gotten into the Muscovite court because his father-in-law was the head of the oprichnina, Ivan the Terrible’s infamous secret police.  Feodor was at this time 27 years old, though it was clear that he would never make a good Tsar, and that his regency would be in effect perpetual. And since Feodor didn’t have any children of his own, the technically illegitimate Dmitri stood to inherit the empire. This meant that he could pose a threat to Boris’ regency, should he grow up to be a better ruler than his half-brother. 

Shortly after Ivan’s death and Feodor’s ascension to the throne, Boris had the sixteen month old Dmitri and his mother Maria sent off to the town of Uglich on the Volga River. The young prince seemed to have suffered from epileptic seizures, but other than that was healthy. His hobbies are said to have included watching cows be slaughtered and beating chickens to death with sticks, which maybe aren’t the most wholesome activities for an eight year old, but who am I to say? He also seemed to have enjoyed a game which consisted of throwing a marlinspike into the ground. What happened next isn’t quite clear. On May 15th, 1591, the eight year old Dmitri was found dead of a neck wound. There are two theories about what happened. The official story, published soon after, was that Dmitri had a seizure while playing the game and ended up falling onto his marlinspike. This was the conclusion of an inquiry led by a boyar by the name of Vasily Shuisky. Remember that name. But the other theory was much sexier. This theory stated that Boris Godunov, the tsar in all but name, had murdered the rightful heir in order to seize the throne for himself. His death was rather convenient for the regent. Incidentally, Maria Nagaya was sent to a nunnery after all, once her son was dead.

The church bell rang to signal the death of the prince. Can you imagine which of the two theories the people of Uglich believed first? That’s right, as soon as the bell rang they knew that their beloved prince had been murdered by the cruel tyrant in Moscow. And so they rioted, led by Boris’ political enemies. The citizens of Uglich did usual riot stuff, murdered tax collectors, burned buildings, stole stuff, the whole thing. Soldiers from Moscow soon arrived to put down the rioting, and many of those who took part were exiled to Siberia. One of these exiles was the bell which had begun the riot by announcing the prince’s death. In addition to being exiled, the bell had its “tongue” removed and was whipped through the streets. In 1892, three hundred years after its heinous crime, the bell was pardoned by Tsar Alexander III and allowed to return to Uglich. It was even given a new tongue. So Dmitri is dead. But his story isn’t over, it’s just beginning. Because in the years after his death, a third theory emerged. This theory stated that the prince was not, in fact, dead. He had been replaced by another poor child who died in his place, and was spirited away from Uglich just before the regent’s agents arrived to carry out their scheme. 

Tsar Feodor died in February of 1598, less than seven years after his brother. The incompetent tsar had only one child, a daughter who died in childhood four years earlier. Without a clear heir, Boris Godunov declared himself Tsar, breaking a dynastic line that had ruled Russia, according to legend, since the Viking chief Rurik of Novgorod seven hundred years earlier. Things went bad for Tsar Boris pretty quickly. The rumors of his role in the prince’s death had not gone away in the intervening years, if anything they had just spread further. The older and wealthier boyars, those that had survived Ivan’s purges at least, resented Boris for his low birth, which meant from the beginning he was surrounded by potential enemies. During Boris’ tenure as imperial regent he had strengthened the power of the aristocracy at the expense of the peasants, in 1592 ending the traditional practice of serfs being able to move freely for the two weeks surrounding St. George’s Day. Without this privilege serfs were effectively made a part of the land itself, to be bought and sold with the land they worked. This would long outlive Boris and remained law until the 19th century. This was done in a desperate attempt to reverse the economic downturn which plagued Russia during the regency. So Boris was unpopular with both the nobility and the peasantry. This would only get worse, because of events taking place on the other side of the planet, in Peru.



PART TWO

In February of 1600, the volcano Huaynaputina, in modern day Peru, erupted. The eruption spewed thousands of tons of ash and debris into the atmosphere, where it partially blocked sunlight across the planet for years to come. Russia was among the hardest hit. 1601 was cold and wet, bad news for agriculture. Winter came early that year, ruining harvests across the empire. Food became scarce, prices skyrocketed, and the imperial treasury was stretched to breaking point. The result was perhaps the harshest famine in Russian history. It’s impossible to put an exact number on the death toll, but historians believe that about one third of the entire Russian population died during the next ten years, from starvation or disease or violence. The situation had spiraled far out of control, and the Tsar was powerless to stop it. What popular support he had dissolved. In the superstitious 17th century, this famine was taken as a sign of God’s wrath. A low-born had schemed his way to the throne by murdering Dmitri, the rightful heir, and possibly the pious Feodor as well. But if the tyrant was overthrown, who would replace him? 

Remember that third theory I mentioned? Well, in 1603 Dmitri returned from the dead. We still don’t know who exactly this man was, but he was about the same age and looked fairly similar to the dead prince, only a decade older. He first emerged in Poland, under the protection of a powerful Ukrainian nobleman by the name of Adam Vishnevetskii. Poland was the main rival of the Russian Empire, a powerful kingdom to the west. Unlike Russia, Poland had a weak ruler and a powerful aristocracy. The Sejm, the Polish parliament, could veto any of the king’s decisions. Unlike just about every other monarchy in Europe, the Polish monarchy was non-hereditary. When the King died, the next king was elected by the Sejm. The Polish nobility saw the weakness of Russia and supported Dmitri in order to further destabilize their mortal enemies. In October of 1604, Dmitri crossed the border at the front of a Polish army. Boris was unable to organize an effective defense. The Russian army was scattered and mostly under the control of local magnates, many of whom opposed the Godunov regime. The food shortages had hit the army hard, desertion was rampant as hungry soldiers left their posts to become bandits or just return home to protect their families. As word of Dmitri’s return spread across Russia, the peasantry rose in support of their true Tsar, the long-lost prince. Boris waged a war of propaganda against the Pretender, claiming to have “discovered” that his true name was Grigory Otrepev and that he was a disgraced former monk. Boris’ health continued to decline amidst famine and civil war, and in April of 1605 he suddenly died. He was succeeded by his son, the sixteen year old Feodor. Feodor II didn’t last long. Two months into his reign, the teenage Tsar was overthrown and assassinated by Dmitri’s supporters in Moscow. Dmitri himself showed up a few weeks later to enter the city, and was proclaimed Tsar Dmitri I. His “mother”, Maria Nagaya, was brought back from the nunnery and publicly acknowledged him as her lost son. For all intents and purposes, this rando was now the son of Ivan the Terrible and the true Tsar. The evidence? Trust me bro.

Almost immediately Dmitri messed it up. His alliance with the hated Poles caught up to the Pretender, and rumors spread that he was a secret Catholic, bent on subverting the holy Orthodoxy and twisting Russia towards damnable Catholic heresy. Oh, and remember that name I told you to remember earlier? I’m sure you do, intelligent and wise listener. Vasily Shuisky, the man who had led the inquiry which concluded that Dmitri had died in an accident, changed his story once Dmitri arrived in Moscow. Now he backed Dmitri’s version of the story, admitting that he lied in his initial report due to pressure from Godunov. But Vasily personally hated the new Tsar. And his once messianic reputation among the peasantry began to fade as conditions failed to improve in the countryside. Not only that, but tensions began to grow between the citizens of Moscow and the new Polish arrivals, soldiers and noblemen supported by Dmitri. This situation was not eased when Dmitri announced his plan to marry a Polish woman, the daughter of one of the noblemen who supported his invasion. On the morning of May 17th, 1606, a week after the wedding and a year after his ascension to the throne, an angry mob stormed the palace. Dmitri tried to flee by jumping out a window and running along the rooftops to safety, but he slipped and fell, breaking his leg. The assassins found the Tsar in the alleyway and killed him, presumably telling him to stay dead this time. Dmitri’s body was stripped naked and dragged through the city, while Vasily Shuisky proclaimed him as a heretic and an imposter. His body was publicly displayed in Red Square for three days, before being loaded into a cannon and fired in the direction of Poland. Two days later, Vasily Shuisky proclaimed himself Tsar Vasily IV, ending the reign of False Dmitri… the First. That’s right, we’re not done yet.



PART THREE

Word of the coup spread through Russia, triggering a new wave of unrest and resentment. While the sheen had started to fade from the Pretender, he was still fairly popular in the provinces. Vasily worked out a pretty clever way to discount the legend of Dmitri’s survival. He sent agents to Uglich to dig up the prince’s body, and these agents “discovered” that the body was miraculously undecomposed. In Russian Orthodoxy, if a body fails to decay that means that the soul of its former inhabitant has ascended to Heaven and been made a saint. So the eight year old princeling who enjoyed torturing farmyard animals had been worthy of sainthood. He could not be on Earth, he had ascended to Heaven, and Vasily had proof. The prince’s coffin was taken from Uglich to Moscow in a grand procession. The coffin, however, was closed. It did smell nice, apparently. The sainted prince was taken to Archangel Cathedral in Moscow where his coffin was displayed for several days, until even incense could no longer cover up the smell. Then the body was quietly buried. The trick didn’t work. A new rumor emerged in Moscow. Not only did Dmitri survive the first assassination, he also survived the second one. The body dragged through the streets of Moscow and displayed in Red Square was another imposter, and the true Dmitri had escaped once more. 

The unrest that began with the assassination of Dmitri had by this time escalated into full scale rebellion in western and southern Russia. But these rebels didn’t have a claimant to the throne, so even if they overthrew the government in Moscow they would still struggle to find a Tsar. Into this scene comes a traveling beggar claiming to be Andrei Nagoy, a cousin of Prince/Tsar Dmitri, who claimed to have secret information on his cousin’s whereabouts. His true identity is still unknown, though tradition holds that he was either a priest’s servant banished after sleeping with the priest’s wife, or a Jew who had converted to Christianity to escape persecution. Either way, he was captured by the rebels in July of 1607 in order to reveal Dmitri’s whereabouts. Under threat of torture, this man revealed himself to be the missing prince, escaped from Moscow as he had with Uglich, returned once again to take his rightful throne. Upon this shocking declaration, the rebels pledged their allegiance to their Tsar once more, and suddenly the beggar had an army of thousands at his back. But this Tsar would never make it to Moscow. Like the first false Dmitri, Dmitri number two’s army had a large contingent of foreign mercenaries, largely Polish. But this Dmitri didn’t get along quite as well with the Polish nobility, which meant he lacked the funding to pay those mercenaries. Dmitri II made progress in his campaign northeast, but met with heavy resistance along the way, and his army was hemorrhaging men due to desertion from lack of pay. He received the endorsement of the first False Dmitri’s Polish wife, who recognized the pretender as her lost husband. 

In 1609, King Sigismund of Poland personally intervened in Russia, officially declaring war on the Moscow government and laying siege to the strategic city of Smolensk. His goal was to place his son, Vladislav, on the Russian throne, effectively making it his vassal. This was a complete disaster for Dmitri. His Polish soldiers preferred to fight on the side of their king rather than a Russian pretender, and those nobles that had supported Dmitri defected to the Polish side, declaring Vladislav the new Tsar instead of the pretender. Another faction defected from both sides. These were those patriotic boyars who opposed the Polish invasion on principle, and saw both Vladislav and Dmitri as foreign interlopers. Back in Moscow, the pro-Polish faction staged a coup against Tsar Vasily in July of 1610, forcing him to become a monk while they established a council of Seven Boyars, turning over control of the capital to the Polish army in September. False Dmitri II didn’t outlast his nemesis for long, though. Pushed back and weakened, Dmitri lashed out at his inner circle. On forged evidence he had one of his bodyguards, Peter Usanov, whipped and fired in December of 1610. The former bodyguard then went out and got drunk with his friends, wandering around the city. Then he stumbled upon his former boss on a sleighride, and being drunk and pissed off, pulled out his pistol and shot Dmitri to death. This is the end of False Dmitri II. Two down, one to go.

It’s a cliche at this point that Russia is not a good place to invade, and by 1612 the war had started to go the other way. The Patriotic boyars, led by Dmitri Pozharsky, consolidated their power in what part of Russia remained free and negotiated an alliance with Sweden, then a major military power on the rise in central Europe. Incidentally, the king of Sweden was the uncle of the King of Poland. The Polish soldiers in Moscow were now essentially under siege, much of the city was controlled by rebels and their forces outside the city walls were constantly being raided.

It’s about this time that Dmitri returns from the dead for the third, and final, time in the border city of Pskov. We don’t know a lot about this guy, just that he showed up in Pskov and said he was Dmitri. His support outside that city was limited to a handful of rebels sitting outside Moscow and harassing random Poles. The first False Dmitri was a big deal, the second was an occasion, but the third was just redundant. And besides, this Dmitri lacked the charisma of the first and the timing of the second and quickly wore out his welcome. He was overthrown by his subjects and turned over to Moscow, where he was executed in May of 1612. And so ends the time of the False Dmitris. Finally, on October 27th, 1612, Prozharsky retook Moscow from the Polish occupation force. The anniversary is still celebrated as National Unity Day. With the last pretender defeated and the capital liberated, the boyars assembled a grand council to decide, once and for all, who was going to be Tsar. They settled on the sixteen year old Michael Romanov, the son of the Patriarch of Moscow and the great-nephew of Anastasia Romanovna, Ivan the Terrible’s beloved first wife. Despite his young age, Michael managed to hold onto power until his death thirty-two years later, kicked the Poles out of Russia, and established a dynasty which would rule Russia until the Russian Revolution in 1917. 

The period between the death of Feodor I and the ascension of Michael I is known in Russia as the “Time of Troubles”. In fifteen years over one third of the population of Russia had died, the empire had been torn apart by famine and civil war, and central authority had completely collapsed. The Empire that arose from this chaos was more authoritarian than the one that had fallen. The vast majority of the population were serfs, in effect slaves tied to the land. After fifteen years of chaos the nobility accepted Tsarist autocracy as a restoration of proper order. The Tsar became a quasi-religious figure, chosen by God to guide Russia and prevent a second Time of Troubles. The legacy of this autocratic turn still lingers in Russia to this day.

 

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References

The main source here is A Short History of Russia’s First Civil War: The Time of Troubles and the Founding of the Romanov Dynasty by Chester S.L. Dunning, if you want to know more go read it. It's a good book.

Posted
AuthorGeorge Levrier-Jones
CategoriesBlog Post

The seventy-seventh anniversary of India and Pakistan’s Independence from Great Britain recently took place, ending a nearly 200 year reign dating back to the British victory at the Battle of Plassey in 1757. But one territory of India has known a very different type of independence for much longer than that.

Michael Thomas Leibrandt explains.

Maurice Vidal Portman with Andamanese chiefs.

Only six weeks away from Indigenous People’s Day, and tucked away in the Andaman archipelago, is a small island known as North Sentinel. It’s not only one of the most dangerous places on earth, it’s also one of the most important. Unlike the other islands in the Andaman Chain including South Sentinel Island, this island is quite different.

It is home to one of the last isolated tribes on earth, the Sentinelese. It’s been nearly 1200 years since Marco Polo explored the Andaman Islands and first described what we believe were the Sentinelese mistakenly as cannibals.

After the British claimed dominion over the India in 1757 — an East India Company shipped first noticed fires on its beaches in 1771. The first colonial, Holmfray (a British surveyor) landed on the Island in 1867. That same year, the MV Ninevah ran aground on North Sentinel’s reef. The 106 passengers and crew fended off attacks by the Sentinelese until a British ship rescued them.

 

Maurice Vidal Portman

When Maurice Vidal Portman became British Government Administrator to the Andaman’s — he may multiple trips to the Island starting in January 1880. In one such trip, taking an elderly Sentinelese couple and their grandchildren back to Port Blair. After the elderly grandparents died of disease shortly after arriving at Port Blair, the children were returned to the island with gifts.

In 1896, a convict who escaped from a nearby penal colony drifted his way onto the shores of North Sentinel. His body was found days later full of arrows. And then there was the MV Primrose ran aground on the reefs of North Sentinel Island in 1981. After several harrowing days where the Sentinelese attempted to use boats to board the ship — the shaken crew was rescued. In 2006 — a boat with two fisherman drifted onto the beaches of the island and were killed by the Sentinelese. Most recently in 2018, American Missionary John Allen Chau landed on the island was killed by the tribe. In 1975, they even fired arrows at King Leopold III of Belgium.

Thankfully, recent history shows us that not all encounters ended in hostility. North Sentinel isn’t just a forbidden, largely unexplored island. In the 1990s, multiple trips to the island from local anthropologists even saw the tribe accepting coconuts as gifts. Sanctioned trips to the island ceased in 1997.

Although the isolated land of wonderment continues to be a magnet for encounters between one of the world’s last uncontacted tribes and modern civilization, we cannot allow it to be for many reasons, and a few of those should serve as dire warnings.

 

Lack of immunity

Just like those two elderly Sentinelese that Maurice Vidal Portman abducted, the Sentinelese have no immunity to modern diseases which are prevalent in our society today. Whether the tribe’s population is 50 or 400, contact with us — which they clearly don’t want — could wipe them out completely. Contact from a single American missionary could be catastrophic to the entire tribe.

Since the dawn of man, we’ve made choices about our planet. Whether because of tribal belief, invaders who abduct their elders and children, or some history that we don’t know like the Japanese occupation of the Andaman Islands, the Sentinelese want nothing to do with us. Successful trips to the island and periods of contact have frequently ended with Sentinelese standing on their haunches and brandishing weapons. We should honor their wishes.

 

Gateway to the past

North Sentinel Island isn’t just a forbidden, unexplored Island. It’s a gateway into our past. Around 60,000 years ago, it’s believed that the Sentinelese walked from the nearby continents and became trapped on the Island as sea levels rose. They are a window into our past, a rare look back at where we’ve come from. One that should not be disturbed.

With a world population of approximately 8,091,734,930 and a population of less than 500 on North Sentinel — the responsibility is ours to protect them. Not the other way around. The tribe preserves the lifestyle that they choose each and every day by being independently sustainable on that remote island. Even though they are technically part of India — they don’t know it.

It could be argued that we need to study their way of life and make every attempt to see North Sentinel Island. But with the dangers that it posses to the people of North Sentinel from both disease and from the unfortunate violence when outsiders are encounters, makes the status quo that has withstood for thousands of years most appropriate.

In 2004, after a tsunami had crashed into the Andaman Islands, the Indian Navy dispatched a helicopter to fly over North Sentinel to offer assistance. A lone tribesman emerged pointing a bow and arrow at the helicopter and so communicated the Sentinelese view of us — please leave well enough alone.

 

Michael Thomas Leibrandt is a historical writer who lives and works in Abington Township, PA.

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AuthorGeorge Levrier-Jones

Hugh Judson Kilpatrick was a Union cavalry commander who was notorious for sending his men into difficult situations but continued to be promoted despite his lack of military sense or personal integrity. It turned out that this was precisely the sort of leader the Union army needed in its cavalry arm. He was a determined and fierce fighter, which were good and necessary qualities in a cavalry leader. Still, he also had a propensity for shady dealings. Moreover, he often ordered suicidal cavalry charges against infantry. The rifled musket had rendered the cavalry charge outdated and dangerous. By the Civil War, the value of cavalry was essentially limited to screening, raiding, and reconnaissance, a lesson that Kilpatrick never seemed to grasp.

Lloyd W Klein explains.

General Hugh Judson Kilpatrick.

Early Years

Kilpatrick graduated from the United States Military Academy in 1861, shortly after the war began, and was commissioned a second lieutenant in the 1st U.S. Artillery. In just three days he was a captain in the 5th New York Infantry On June 10, 1861, Kilpatrick gained notoriety by becoming the initial US Army officer injured in the Civil War when he was hit in the thigh by canister fire while commanding a company in the Battle of Big Bethel.

He was promoted to Lt Col of the 2ns New York Cavalry Regiment. For months he was relegated to staff jobs and minor skirmishes. That changed at Second Manassas when he was sent on a raid that culminated in a cavalry charge with consequences that became all too familiar to Kilpatrick’s leadership. He raided the Virginia Central Railroad early in the campaign and ordered a twilight cavalry charge the first evening of the battle, losing a full squadron of troopers.

His men despised him due to his arrogant attitude and disregard for their safety. He earned the unflattering nickname "Kill Cavalry" due to his reckless and impulsive style in the beginning. His camps lacked sanitary facilities and were not very comfortable, often visited by prostitutes who came to see him. He was first arrested for profiting from selling confiscated Confederate goods. The second occasion involved accepting bribes in exchange for obtaining low-quality horses for his soldiers. He was imprisoned in 1862 for corrupt activities, and later for a night of drinking. His soldiers noticed that despite his many failures and misconducts, and the fact that his official dealings were often ethically challenged, he continued to be promoted primarily due to his skill in political maneuvering, but also because he was a West Point graduate who was fearless under fire.

 

Promotion to Brigade Command

In February 1863, Major General Joseph Hooker established a Cavalry Corps led by Maj Gen George Stoneman, with Kilpatrick in charge of its 1st brigade, 2nd division.

 

In April of 1863, General Hooker began moving his troops to compel General Lee and the Army of Northern Virginia to vacate their positions at Fredericksburg. He dispatched a 10,000-strong cavalry led by Major General George Stoneman to maneuver between Lee and the Confederate capital, Richmond. At the same time, he was aiming to maneuver past Lee's defenses, a plan that led to the Battle of Chancellorsville. Stoneman's expedition shares some intriguing similarities with Stuart's raid in the month prior to Gettysburg.

Hooker's intention in sending the Union cavalry to raid instead of serving as a screen for Lee was to disrupt Lee's supply lines, sabotage railroads, and divert attention away from Hooker's main operation across the Rappahannock. Hooker anticipated that Stoneman would cut off Lee's supply route by destroying the crucial Orange and Alexandria Railroad in Gordonsville. Hooker hoped that this action would force Lee to pull out of Fredericksburg, isolating him from supply and transport.

The main cavalry brigadier of this raid was Brig Gen John Buford, a popular and effective officer. He sought out a field command and joined the Reserve Brigade in battle, where most of the Regular Army cavalry units in the east were stationed. Buford's Brigade, consisting of the First, Second, Fifth, and Sixth U.S. Cavalry, departed from their base at Falmouth, Virginia, to start their bold and ambitious raid. The very next day, they found themselves in battle with the enemy at Kelly's Ford.

However, the weather shifted and heavy rain fell for 16 days, causing the river to swell to the point where the ford was impassable. Some of his horses had broken down by the time he was able to cross. Stoneman found himself trapped in the enemy territory and was unable to cause as much chaos as expected, resulting in Hooker being unaware of Lee's movements due to Stoneman's absence.

Despite these setbacks, Kilpatrick stood out as the star of the raid. While the cavalry overall did not succeed in diverting Lee as planned, Kilpatrick gained renown for boldly seizing wagons, destroying bridges, and circling Lee, nearly reaching the outskirts of Richmond.

 

Promotion to Brigadier General

Kilpatrick also was conspicuous at Brandy Station, where he led one of Gregg’s brigades in a charge up Fleetwood Hill. He was promoted to Brig Gen on June 13, 1863 just 2 years after graduating from West Point.

In the middle of June 1863, General Lee was maneuvering his troops towards the west before heading north through the Shenandoah Valley, utilizing the Blue Ridge Mountains as cover. Hooker was receiving a barrage of messages from Lincoln and Stanton, instructing him to locate Lee and launch an attack. To achieve this, he needed to find a way to penetrate the strategic cavalry defense established by Jeb Stuart and Wade Hampton. Despite having fewer soldiers, the Confederate cavalry understood the importance of securing the mountain passes due to the significant consequences.

After Chancellorsville and before Gettysburg, there were major changes made in the cavalry command structure. Stoneman was sent west, and General Alfred Pleasanton took command of the Cavalry Corps. Brig Gen John Buford and his brigade were transferred to the 1st Cavalry, and he took command of the Division. Brig Gen Wesley Merritt took command of the Reserve brigade. Grimes Davis had been killed at Brandy Station, and Col. Gamble was assigned command of Buford's 1st brigade. Kilpatrick is promoted to Division command, with George Armstrong Custer promoted to brigade command.

The Union's nearest approach was during the Battle of Aldie on June 17, 1863, just 2 weeks before Gettysburg. Aldie was a town where a road passed through that connected Ashby's Gap and Snicker's Gap. Following four hours of fierce combat, the Confederate troops retreated but maintained control of the mountain passes. Kilpatrick was in charge of the advance, following the lead of division commander Brig Gen David McM. Gregg. The Confederate officer Thomas Mumford led a brigade that successfully halted the Union forces. The initial skirmish at Aldie marked the beginning of a sequence of minor battles on Ashby's Gap Turnpike, during which Stuart's troops effectively stalled Pleasanton’s advance through Loudoun Valley, preventing him from discovering Lee's army. Hooker got dismissed, but Pleasonton was the one who didn't succeed.

 

Gettysburg

In the Gettysburg Campaign, Judson Kilpatrick participated in several cavalry clashes against Confederate Major General J. E. B. Stuart's cavalry, such as the Battle of Aldie (June 17, 1863), the Battle of Middleburg (June 11–June 19, 1863), and the Battle of Upperville (June 21, 1863). Judson Kilpatrick was promoted to the rank of major in the regular army for his "Gallant and Meritorious Services" at the Battle of Aldie.

During his time at Upperville, he was briefly taken prisoner but managed to escape. On June 29, 1863, Major General George G. Meade appointed Judson Kilpatrick as the leader of the 3rd Division of the Cavalry Corps of the Army of the Potomac. He battled Stuart in Hanover on June 30. On July 2nd, he was still in the midst of a struggle with Wade Hampton at Hunterstown. On July 3rd, he eventually arrived at the Gettysburg battlefield. George Armstrong Custer's brigade was told to go to East Cavalry Field to join Gregg's division, while Kilpatrick and his single brigade were sent to the west side of the field.

It was clear that the end of the battle was near after Pickett’s Charge failed. Undoubtedly, Kilpatrick believed that he had been absent from the major fight. However, he then commanded a cavalry attack on the infantry positions of Lt. Gen. James Longstreet's Corps on the Confederate right flank, located just to the west of Little Round Top. Trying to outmaneuver the retreating Confederates at Big Round Top and disrupt their withdrawal, Kilpatrick asked one of his commanders to attack the enemy skirmish line between Big Round Top and the Emmetsburg Road. Following the unsuccessful attempt by the 1st West Virginia Regiment to break the line, Kilpatrick insisted that another regiment, the 1st Vermont which had already suffered casualties, be brought into the fight.

But a cavalry charge against massed infantry was well known at that time to be futile.

This was truly a pointless, self-destructive assault that went against all the principles of war during that era. Kilpatrick's lone brigade commander, Brig. Gen. Elon J. Farnsworth protested against the futility of such a move. Kilpatrick essentially challenged his courage and supposedly provoked him to attack. Farnsworth replied, “General, do you mean it? Shall I throw my handful of men over rough ground, through timber, against a brigade of infantry. The 1st Vermont has already been fought half to pieces. These are too good men to kill.”

 

“Do you refuse my order?” snapped an angry Kilpatrick.” If you are afraid to lead this charge, I will lead it.” Demanding a retraction, the equally furious Farnsworth turned in the saddle. “General, if you order the charge, I will lead it,” he said, “but you must take the responsibility.”

The following assault unfolded exactly as Farnsworth had predicted - a complete disaster. Confederate riflemen took cover behind rocks, trees, and fences and dismounted numerous Union riders, including Farnsworth, who was struck by at least five fatal wounds. The rebellious Farnsworth, when asked to give up, decided to end his own life, as reported by Confederate Colonel William C. Oates. However, this version has been challenged by other witnesses and dismissed by the majority of historians.

Kilpatrick received much criticism for ordering the charge, but no official action was taken against him. There were no consequences for his outrageous order, and actually, he was promoted to the rank of lieutenant colonel in the regular army effective July 3, 1863, for “Gallant and Meritorious Services at the Battle of Gettysburg.”

Farnsworth was a rising star, one of the 3 “boy generals” who had just been promoted to his generalship despite his young age with 2 others  -- Custer and Wesley Merrtit – both of whom would go on to illustrious military careers. Famously, Merritt had engaged in a fistfight with Kilpatrick while they were undergraduates at West Point, and despised his vainglorious superior.

Kilpatrick, having lived up to his nickname all too well, showed no remorse. He pointed out that the Union infantry had not capitalized on the distraction created by the mounted diversion he had offered them. As for Farnsworth, he gushed sentimentally: “We can say of him, in the language of another, ‘Good soldier, faithful friend, great heart, hail and farewell.”

 

The Retreat From Gettysburg

Following the Battle of Gettysburg, Judson Kilpatrick’s cavalry harassed Confederate General Robert E. Lee’s retreating Army of Northern Virginia at the Battle of Williamsport (July 6–16, 1863) and the Battle of Boonsboro (July 8, 1863).

Upon reaching Williamsport, Confederate cavalry Brig. Gen. John D. Imboden, leading the operation, discovered that the pontoon bridge had been destroyed, and the wagon train carrying wounded soldiers was attacked by Federal cavalry. The Potomac River overflowed at Williamsport, Maryland on July 6, 1863, causing Imboden's wagon train to get stuck. He assembled a defensive unit comprising of an artillery battery and as many injured soldiers as possible who were able to handle muskets. In the afternoon of July 6, 1863, Buford led Union cavalry to the east of Williamsport, surrounding the town. Kilpatrick chose an alternative path that led him along the main thoroughfare. At sunset, Custer and his Michigan "Wolverines" came to battle but were promptly withdrawn.

There were insufficient healthy soldiers around to man the defenses. Imboden asked his wagoners (wagon drivers) to join the fight with walking wounded, and over 600 readily volunteered. This hastily organized force turned back attacks from Union cavalry generals  Buford and Kilpatrick, saving the wagon train. Imboden, with the river at his back, put on a stubborn defense until General Fitz Lee's cavalry arrived and the Federals were driven off

Imboden fooled the enemy by advancing a line of infantry about 100 yards beyond the crest of the ridge and then slowly pulling the men back out of sight.

 

On July 6, Brig. Gen. Judson Kilpatrick's cavalry division drove two Confederate cavalry brigades through Hagerstown before being forced to retire by the arrival of the rest of Stuart's command.

By July 7, Imboden stopped Buford's Union cavalry from occupying Williamsport and destroying Confederate trains.

On the morning of July 14, Kilpatrick's and Buford's cavalry divisions approached from the north and east respectively. Before allowing Buford to gain a position on the flank and rear, Kilpatrick attacked the rearguard division of Maj. Gen. Henry Heth, taking more than 500 prisoners. Confederate Brig. Gen. J. Johnston Pettigrew was mortally wounded in the fight.

On July 16, Brig. Gen. David McM. Gregg's cavalry approached Shepherdstown where the brigades of Brig. Gens. Fitzhugh Lee and John R. Chambliss, supported by Col. Milton J. Ferguson's brigade, held the Potomac River fords against the Union infantry. Fitzhugh Lee and Chambliss attacked Gregg, who held out against several attacks and sorties, fighting sporadically until nightfall, when he withdrew. Meade chose not to attack Lee, who was entrenched, believing the position could not be successfully breached.

 

The Richmond Raid

In the spring of 1864, Judson Kilpatrick led a failed cavalry raid against Richmond, Virginia. This event is likely the most intriguing military initiative Kilpatrick participated in, and to this day, its true purpose remains a mystery.

Early in February 1864, Kilpatrick consulted with President Lincoln and Secretary of War Stanton. He received permission for a raid that, in conjunction with an infantry feint and another cavalry raid near Charlottesville, would approach Richmond from the north, destroying rails, canals, and Confederate infrastructure along the way. There may also have been a plan to free prisoners of war from Belle Isle.

At a social gathering on February 23, Kilpatrick encountered Ulric Dahlgren and asked him to participate in the mission. Dahlgren was the son of noted Union rear admiral John A. Dahlgren. Ulric was prepared to return to the battlefield despite losing his right leg at Gettysburg the summer before. The idea was for him to command a smaller group, circle around Richmond, and attack the capital from the southern direction.

The Kilpatrick-Dahlgren Raid (February 28–March 3, 1864) lived up to the “Kill-Cavalry” legend. Kilpatrick and Dahlgren set out from Stevensburg, Virginia, on the evening of February 28. The following afternoon, Kilpatrick and his detachment of 3,500 men reached Beaver Dam Station and began ripping up rails and destroying Confederate property. They failed, however, to prevent an approaching train from reaching Richmond and spreading the alarm. Confederate home guard units mobilized around the capital, and late that evening Confederate cavalrymen under Major General Wade Hampton set off in pursuit of the raiders.

By March 2, after slow progress through sleet, snow, and rain, Kilpatrick reached the inner defensive lines of Richmond. But there was no sign of Dahlgren inside the city, so Kilpatrick waited. On the night of March 2, Kilpatrick considered another attack on Richmond, but the arrival of Hampton’s troopers foiled these plans. Kilpatrick finally reached the safety of Union lines at Yorktown on March 4.

The raid turned into a fiasco when Kilpatrick’s men were stopped northwest of the city. The supporting group was routed when it could not cross the James River. Dahlgren and his detachment of about five hundred men had made it to the James River at Dover Mills but were unable to cross because of recent rains. After turning to approach Richmond from the east, Dahlgren encountered stiff resistance at the Battle of Walkerton. He retreated toward Union lines on the Peninsula, but Confederate cavalrymen and bushwhackers ambushed and killed him.

The raid accomplished nothing except minor damage to railroads and buildings. The death of Dahlgren, however, led to one of the most controversial episodes of the war when documents were found on his body and were subsequently published by the Richmond press. The papers detailed plans to assassinate Jefferson Davis and his cabinet. Public opinion in both the North and the South was aggravated, and only a disavowal by General Meade to General Lee settled the incident.

It is still unclear under whose authority the Dahlgren Papers were generated or if they were authentic. A thirteen-year-old member of Richmond’s home guard, William Littlepage, searching for valuables, instead discovered on the Union colonel’s body handwritten orders to free Union prisoners from Belle Isle, supply them with flammable material, torch the city of Richmond and capture and kill Jefferson Davis and his cabinet. The papers were eventually forwarded to Fitzhugh Lee, who brought them to Mr. Davis and Mr. Benjamin.

Outraged Confederate authorities published them in the press. Dahlgren’s father, among many others in the North, insisted they were fabrications, while the Richmond Examiner waxed indignant: “The depredations of the last Yankee raiders, and the wantonness of their devastation equal anything heretofore committed during the war.”

It has been suggested that Booth’s assassination plot was motivated by this event. It has never been determined if the papers were forged or if they written by Dahlgren, Kilpatrick, Secretary of War Edwin M. Stanton or President Lincoln.Some have suggested that the papers were forged and intended to justify the numerous plots by the Confederate Secret Service to kidnap Lincoln or to blow up the White House. Nevertheless, a handwriting study performed on the papers by the Smithsonian Channel seemed to confirm that the documents are authentic and that Edwin Stanton was the originator of the assassination order.

 

The Western Theater – Atlanta Campaign

During his tenure as a cavalry commander in the East, Judson Kilpatrick developed an unsavory reputation as a braggart, womanizer, and reckless leader who tolerated lax discipline amongst his troops. He had been arrested for bribery at least twice. You’d expect that his military career would soon be over. Following Judson Kilpatrick’s failed raid against Richmond, Virginia in 1864, Union General-in-Chief Ulysses S. Grant demoted Kilpatrick from divisional to brigade command.

But on April 26, 1864, Kilpatrick was sent west and placed in command of the 3rd Division of the Cavalry Corps of the Army of the Cumberland. He participated as a division commander throughout the Atlanta campaign against Joseph E Johnston.

General Sherman was “mistrustful of cavalry.” Yet as one of the finest military thinkers of the Civil War, he knew only too well how critically important that arm of the service was to any large-scale campaign. He was a “nervous and somewhat careless rider,” which may have colored his opinion of his cavalry. David Evans has written that Sherman “had no affinity for horse soldiers, no grasp of their capabilities, and no patience with their limitations.”

All this became painfully obvious during Sherman’s Atlanta campaign (May-September 1864). While his infantry columns eventually triumphed and captured Atlanta after a series of hard-fought battles, his cavalry fumbled most of its strategic assignments. Some of the blame lay with Sherman, who persisted in sending his riders against the Rebel railroads that converged on the Gate City, operations for which they were ill-prepared. Wrecking iron track is not easy for lightly equipped riders, and most of the damage they inflicted was quickly repaired. Sherman’s inability to choke off Atlanta using only his cavalry was one of the great frustrations he experienced during that campaign.

On May 13, 1864, Judson Kilpatrick suffered a severe bullet wound to the thigh fighting in the Battle of Resaca. He was brevetted to colonel in the regular army for “Gallant and Meritorious Services”. Kilpatrick assisted in the capture of Atlanta in 1864.

Kilpatrick had the good fortune to receive this minor wound early in the Atlanta campaign. He was absent during many of the underachieving cavalry expeditions that so annoyed Sherman, though soon after his return in late July he undertook his own railroad wrecking operation, which delivered much less than expected.

On August 13, 1864, General Sherman issued directives for the XX Corps to retreat to the railroad bridge at the Chattahoochee River. Their primary responsibilities included fortifying the crossing, safeguarding the trains, hospitals, and artillery reserves, while the remainder of the Army was to advance collectively towards the Macon railroad situated south of East Point. In the subsequent days, Sherman's admiration for Cavalry Division Commander Judson Kilpatrick grew due to Kilpatrick's enthusiasm, initiative, and confidence, which stood in stark contrast to his other cavalry leaders. Consequently, Sherman tasked Kilpatrick with a mission to disrupt the Macon railroad near Jonesboro. After a four-day reconnaissance around Atlanta, Kilpatrick returned to report that repairs to the Macon road would require approximately ten days.

In his Memoirs, Sherman recounts a telegraphic communication sent to Halleck, stating, "Heavy fires in Atlanta, caused by our artillery. I will be all ready, and will commence the movement around Atlanta by the south, tomorrow night, and for some time you will hear little of us. I will keep open a courier line back to the Chattahoochee bridge by way of Sandtown. The XX Corps will hold the railroad-bridge, and I will move with the balance of the Army, provisioned for 20 days." This marked the initiation of Sherman's Great Left Wheel maneuver towards the railroads south of Atlanta, setting the stage for the Battle of Jonesboro and the subsequent evacuation of the city.

 

March to the Sea

Sherman's March, spanning approximately 300 miles across Georgia, was completed within a mere 36 days, with 25 of those days dedicated to actual marching. Despite common misconceptions, this remarkable feat was not achieved without opposition. Sherman encountered several skilled cavalry units along the way, resulting in skirmishes that required strategic camouflage of his movements and intentions.

 

To execute his plan, Sherman divided his army into two distinct "wings," each following separate but parallel routes that were spaced 20-60 miles apart. The southern column, known as the Army of the Tennessee, marched alongside the Georgia railroad and the Macon and Western railroad. Meanwhile, the northern column, led by the Army of Georgia, followed the Georgia railroad in a coordinated effort to advance through the region.

General Henry Slocum was in command of the left wing, composed of the newly created Army of Georgia, (XIV Corps and the XX Corps) The Army of the Cumberland. Gen. Oliver O. Howard commanded the right wing, consisting of the XV and XVII Corps of the Army of the Tennessee. Brig. Gen. Judson Kilpatrick commanded the cavalry.  Under the leadership of General Henry Slocum and General Oliver O. Howard, the left and right wings of Sherman's army, respectively, made significant progress. Despite initial setbacks in the east, these generals proved their capabilities in the western theater, showcasing their strategic prowess. Additionally, Sherman's decision to detach armies under Maj. Gen. George H. Thomas to address Hood's threat in the Franklin-Nashville campaign further demonstrated his adept command of military operations. Sherman also detached two armies under Maj. Gen. George H. Thomas to deal with Hood in the Franklin–Nashville campaign.

Sherman faced a difficult decision when it came to selecting a cavalry leader for the March to the Sea campaign. He opted for a complete reorganization of the mounted corps under his command and brought in Major General James H. Wilson, an outsider, to take on the role. However, Wilson was needed in Tennessee to accomplish another task, leaving Sherman with the challenge of choosing a commander for the mounted force that would accompany his foot soldiers. After considering officers who had previously failed him, Sherman ultimately selected Brigadier General H. Judson Kilpatrick, a choice that many would have considered unlikely.

Asked to describe Kilpatrick, Sherman said "He's seven kinds of damned fool, but he's a good cavalry commander". Sherman decided that for his march to Savannah, he would only take one cavalry division and he picked Kilpatrick to command it because he figured "a damned fool" would be perfect for the job. Another source reports this quote as Sherman saying, “I know that Kilpatrick is a hell of a damned fool, but I want just that sort of man to command my cavalry on this expedition.”

Kilpatrick's reputation as a cavalryman was far from favorable, with one of Sherman's staff officers describing him as vain, conceited, and ungraceful. Despite these negative perceptions, Kilpatrick performed well during the March to the Sea, a feat that may have been attributed to Sherman's close supervision. This decision to appoint Kilpatrick, despite his shortcomings, proved to be a strategic choice that contributed to the success of the campaign, probably because he was closely monitored by Sherman personally.

During the March to the Sea campaign, Kilpatrick led approximately five thousand troopers, who were divided into two brigades. In the initial phase, he was assigned to the Right Wing under Major General Oliver O. Howard, who was also a veteran of the Army of the Potomac, just like Kilpatrick. His primary responsibility was to protect Howard’s exposed right flank as his columns advanced from Atlanta towards Macon, which was to be bypassed. A trooper in the 9th Ohio Cavalry was well aware that the cavalry's role was to always be positioned between the infantry and the enemy. After Stoneman, who was now also part of Sherman’s army, was captured, Kilpatrick led a raid against Macon.

Reports of violence against southern citizens during the March have been exaggerated in modern times. However, Sherman was on the verge of ordering an increase in violence after receiving a specific report from General Kilpatrick. There were several reports of Union soldiers being killed and mutilated by Wheeler’s men. General Kilpatrick had included several of these reports in his official correspondence with Sherman, who monitored the situation but did not respond to the cavalry chieftain until Thursday, December 1, 1864. Kilpatrick had been informing Sherman of numerous instances of murder and mutilation of his men after they had been taken prisoner.

Sherman wanted to ensure that Kilpatrick had communicated his concerns to Confederate cavalry commander General Joseph Wheeler before issuing any retaliatory order. Once Kilpatrick had alerted Wheeler, if he obtained substantial proof that Rebel soldiers were committing any excesses, he would receive official approval to retaliate. In such a situation, Sherman’s command was: “You may hang and mutilate man for man without regard to rank.” The killings stopped for unknown reasons. It is worth noting that almost 40 years later, Filipino soldiers opposing Wheeler in that conflict were mutilated, and Wheeler claimed that the Filipino army was responsible.

 

The Shirt-Tail Skedaddle

During the spring of 1865, Judson Kilpatrick was by the side of Major General William T. Sherman as they engaged in skirmishes with Confederate cavalry throughout the Carolinas Campaign. One particular event that stood out was the Shirt-Tail Skedaddle, which became a legendary and humorous moment amid the campaign.

The allure of flirtation and suggestion is not a modern phenomenon reserved only for the present day. Marie Boozer, a prominent figure during the Civil War era, was known for her captivating charm and beauty. She was considered the "it" girl of her time, captivating the attention of many suitors with her coquettish ways.

Mary "Marie" Boozer's reputation as the most beautiful lady in Columbia, SC, preceded her and continued to flourish despite the turmoil of war. Her beauty was so renowned that even prominent figures like General John S. Preston and General Sherman were captivated by her charm. The scandalous tales surrounding Boozer and her ambitious mother, as depicted in  Tom Elmore's book “The Scandalous Lives of Carolina Belles Marie Boozer and Amelia Feaster: Flirting With the Enemy” tells the story of Boozer and her ambitious, Yankee-supporting mother, who was herself considered a beauty, married four times. Essentially, the mother was promoting her daughter in a social-climbing scheme.

Following Wade Hampton's departure from Columbia SC on February 17, 1865, the town succumbed to Sherman's forces and was engulfed in a devastating fire, vividly depicted in Royster's The Destructive War. Within three days, 1400 establishments and residences were reduced to ashes. Realizing that a war-torn, burnt-out town was not conducive to their aspirations, Marie's mother made the decision to accompany the Union army, with her daughter in tow. The soldiers, naturally, were more than willing to have two attractive women join their ranks. Despite the attention from the soldiers, Marie and her mother had already chosen a particular officer to look after them: Judson Kilpatrick. Kilpatrick and Marie were frequently seen together.

Judson Kilpatrick narrowly avoided capture by Wade Hampton during the Battle of Monroe’s Crossroads on March 10, 1865. General Hampton, along with Maj. Gen. Joseph Wheeler’s Cavalry Corps, surprised Kilpatrick’s camp in an attempt to delay Kilpatrick’s cavalry and allow Lt. Gen. William J. Hardee’s infantry to cross the Cape Fear River at Fayetteville, North Carolina. Due to Kilpatrick’s overconfidence and failure to post enough cavalry pickets, Hampton and Wheeler’s attack caught the Federals off guard. Kilpatrick had to flee into a swamp wearing only a nightshirt to escape capture. Marie was left behind, reputedly in a scanty nightdress, to be cared for by the Confederate cavalry, who were (naturally) only too pleased to liberate her from the Yankees.

Despite the embarrassing incident, Kilpatrick managed to regroup his troops and recapture his camp after intense dismounted fighting. Hampton, upon learning that infantry reinforcements were on their way, decided to withdraw, having achieved his objective of keeping Kilpatrick’s cavalry occupied for a significant amount of time. The Battle of Monroe’s Crossroads left a mark on the federal commander’s reputation, but Kilpatrick’s escape in his nightshirt became a subject of ridicule known as Kilpatrick's Shirt-tail Skedaddle.

Marie overcame this minor setback to become a celebrity. She eventually made her way north, married a wealthy Northerner, and later married a French count after a dramatic divorce. Further sordid tales continue from there. Her life story became legendary, with tales of her reign as a queen of international society in Europe. Despite the initial misfortune at Monroe’s Crossroads, Marie’s resilience and subsequent adventures added to her intriguing narrative.

 

End of the War

On March 13, 1865, Judson Kilpatrick took part in the capture of Fayetteville, North Carolina, for which he was brevetted to brigadier general in the regular army.

  • Effective the same date (March 13, 1865) Judson Kilpatrick was brevetted to major general in the regular army “for Gallant and Meritorious Services” during the Carolinas Campaign.

  • Judson Kilpatrick led his cavalry during the Battle of Bentonville (March 19–21, 1865), the largest Civil War engagement fought in North Carolina, and the final battle of the Carolinas Campaign.

  • In early April 1865, Judson Kilpatrick’s cavalry served as Major General William T. Sherman’s escort when Confederate General Joseph Johnston surrendered his troops at Bennett’s Place.

  • On June 18, 1865, Judson Kilpatrick was promoted to the rank of major general of volunteers.

  • He later became the US Ambassador to Chile, marrying a lady from a wealthy family.

One last story about Judson Kilpatrick that you just could never make up. Lieutenant General Wade Hampton, the highest-ranking cavalry officer in the history of the Confederacy, and Major General William T. Sherman's chief of cavalry, Kilpatrick, had a long history of clashes on various battlefields during the Civil War. From Brandy Station to the Atlanta campaign, these two adversaries had faced off multiple times before the Carolinas Campaign.

Following Lee's surrender at Appomattox on April 9, 1865, General Johnston led his troops to Greensboro and then sought to make peace with Sherman. Convinced that further bloodshed was unjustified, Johnston arranged to meet Sherman at James Bennett's house near Durham Station on April 17. The two officers, along with their entourages, gathered at the appointed time for negotiations.

As Sherman and Johnston conducted their discussions inside the Bennett house, General Hampton and his son relaxed outside. Hampton, dressed in his finest uniform and sporting a black felt hat with gold braid, exuded an air of confidence. Despite carrying a switch instead of his usual broadsword, Hampton's presence still conveyed a sense of authority and readiness to defend his beliefs.

 

Determined to end the fraternizing among his men, Hampton snarled, “Fall in!” When Kilpatrick approached to protest, remembered one witness, “Wade Hampton looked savage enough to eat ‘Little Kil’”, which prompted his antagonist to return “his looks most defiantly.”

“The war is over,” proclaimed Kilpatrick to his old adversary. “Let the men fraternize.”

“I do not intend to surrender,” snapped Hampton. He added that he would never fraternize with the Yankees, “but would retaliate with torch and sword” to avenge the style of war the North had waged. With a stern tone, Hampton again snarled at his troopers, “Fall in!”

The dialogue swiftly transitioned into a series of insults, blending humor with genuine animosity. Hampton initiated the exchange by mentioning Monroe’s Crossroads, prompting Kilpatrick to retaliate with accounts of battles where he had emerged victorious. The conversation escalated into a heated argument, drawing the attention of a crowd of officers and journalists. Johnston and Sherman eventually intervened to diffuse the confrontation.

Following the conclusion of the conflict, Hampton went on to serve as governor and later as a US Senator representing South Carolina. Kilpatrick became involved in politics and served as US Ambassador to Chile, where he met his wife. They went on to raise a family of several children.

In 1881, President James A. Garfield nominated Judson Kilpatrick to resume his role as ambassador to Chile, a decision that required Senate approval. Wade Hampton, despite their past rivalry, presented Kilpatrick's name to the Senate, leading to his unanimous confirmation for the position.

 

The site has been offering a wide variety of high-quality, free history content since 2012. If you’d like to say ‘thank you’ and help us with site running costs, please consider donating here.

 

 

References

https://encyclopediavirginia.org/entries/kilpatrick-dahlgren-raid/

https://warfarehistorynetwork.com/article/the-dahlgren-affair-kilpatrick-dahlgren-raid-on-richmond/

https://www.battlefields.org/visit/heritage-sites/dahlgrens-cavalry-raid

https://civilwarmonths.com/2024/03/02/the-kilpatrick-dahlgren-raid-takes-a-sinister-turn/

https://www.historynet.com/kill-cavalrys-ride-sea/

https://www.wistv.com/story/22292427/columbias-it-girl-in-the-1860s-as-notorious-as-todays-celebrities/  

https://discover.hubpages.com/education/A-Southern-Belles-Notorious-Tale

https://emergingcivilwar.com/2017/02/16/wade-hampton-and-judson-kilpatrick/#:~:text=Beginning%20in%20the%20spring%20of%201863%2C%20Wade%20Hampton,Sherman’s%20chief%20of%20cavalry%20for%20his%20Carolinas%20Campaign.

If you thought automation and robotics are a modern development, then you could not be further from the truth. Hero (Ηρων) of Alexandria (sometimes referred to as Heron) is often hailed as one of antiquity's greatest engineers and inventors who was a monumental figure in the history of science and technology of the ancient world. His contributions to mechanical engineering, mathematics, robotics and automation continue to resonate, influencing the development of various technologies that are still relevant today.

Living in the 1st century CE, Hero is best remembered for his ingenious devices, many of which were powered by water, air pressure, and steam—pioneering innovations that made him the father of automation.

Terry Bailey explains.

An illustration of Hero’s aeolipile.

Life of Hero of Alexandria

Hero's precise dates of birth and death are not well-documented, but he is thought to have lived in the Roman province of Egypt during the 1st century CE, possibly under the rule of emperor Vespasian. Alexandria, the city where he resided and worked, was a vibrant intellectual hub, home to the famous Library of Alexandria and many scholars. Hero likely studied and worked at the Museion, (Museum), (μουσείο), of Alexandria, an institution that supported scientific research and housed many of the era's most important intellectuals.

Little is known about Hero's personal life, as much of the biographical data about him has been lost over the centuries. What is clear, however, is his status as a polymath. Making significant contributions to the fields of mathematics, physics, and engineering, and his works were highly regarded by scholars in both his time and during the Renaissance. His influence extended beyond the Greco-Roman world, impacting Islamic scholars who preserved many of his writings and eventually the European world.

 

Hero's Inventions

Hero's inventive genius is best demonstrated through his numerous mechanical devices. He designed automated machines powered by water, air, and steam that performed tasks automatically without human intervention. These inventions ranged from toys and gadgets to practical devices, many were seen as marvels of engineering during his time.

Some of his most significant inventions include:

 

1. Aeolipile (Hero's Engine)

Hero's most famous invention is the aeolipile, which is often considered the earliest recorded example of a simply steam-driven device. The aeolipile consisted of a spherical vessel mounted on a set of bearings. Attached to the sphere were two bent nozzles. When the vessel was heated, water inside it turned to steam, which was forced out of the nozzles, causing the sphere to spin. While the device was not used for practical purposes, it demonstrated the potential of steam power and laid the groundwork for his later developments in engine technology.

 

2. The Automatic Temple Doors

The ingeniously designed system developed by Hero to open and close temple doors using the same principles of steam power that Hero discovered on his Aeolipile was a marvel. In this device, the fire would be lit on an altar, heating water. The steam produced would flow into a container, causing it to displace air or liquid into a system of counterweights, which in turn moved the temple doors. This dramatic use of automation not only impressed worshippers but also showcased the mechanical principles Hero was developing and his ability to utilize steam.

 

3. Vending Machine

Long before modern convenience stores and vending machines, Hero designed what is often considered the world's first vending machine. His machine dispensed water when a coin was inserted. The coin would land on a lever that opened a valve, allowing a set amount of water to pour out. Once the coin slid off the lever, the valve would close. This was a prime example of Hero's knack for designing automated systems that performed repetitive tasks efficiently.

 

4. The Programmable Cart

The development of a programmable cart, which could be pre-set to follow a specific course was groundbreaking. The cart was powered by a falling weight, and strings attached to the wheels that controlled its direction. By adjusting the length of the strings, Hero was able to "program" the cart to move in a particular pattern. This early form of automation and programming revealed a very forward-thinking approach to engineering.

 

5. Hydraulis (Water Organ)

One of Hero's mechanical masterpieces was the hydraulis, an early form of a pipe organ that used water pressure to produce sound. The device utilized air pushed through pipes by water that produced music that was both automated and regulated. It is widely considered one of the earliest known musical instruments that combined mechanics with artistry, in addition to, basic mechanical programming. Needless to say, it is from this we derive the modern word hydraulics, (from Ancient Greek ὕδωρ (húdōr) 'water' and αὐλός (aulós) 'pipe)

 

6. Automata and Theatrical Devices

It was his fascination with automata, or self-operating machines, that offered him an opportunity to produce fully automated theatre shows complete with theatrical settings. He designed mechanical birds that could sing and even designed a miniature theatre complete with figures that moved automatically. These inventions were primarily used for entertainment, but they also highlighted Hero's understanding of pneumatics and robotics. His automata amazed audiences and further demonstrated his mastery of mechanical engineering.

 

Greatest Achievements and Legacy

Hero's inventions were undoubtedly revolutionary, but perhaps his greatest achievement lies in his ability to document and share his knowledge. The writings of his work have survived the ages, offering a wealth of information about the scientific and technological advancements of his time. Some of his most important works include Pneumatica, Automatopoietica, Mechanica, and Metrica. These texts not only describe his inventions but also delve into the principles of mathematics, geometry, and physics that underpinned his work.

 

1. Pneumatica

The treatise Pneumatica is one of his most famous works, where Hero describes a variety of machines that operated on the principles of air pressure and hydraulics. This includes devices like the aeolipile, the automatic temple doors, and various fountains. Pneumatica is a treasure trove of early engineering, showing how Hero applied scientific principles to everyday life, from temples to theatres.

 

2. Automatopoietica

In Automatopoietica, the focus was on automata and robotics. In this work he explained the mechanics behind self-operating devices, offering insight into how machines could perform tasks automatically. This work is an early exploration of robotics, showing that the concept of automating tasks was already being considered in ancient times.

 

3. Mechanica

The Mechanica explored the fundamental principles of mechanics, such as levers, pulleys, and gears. This work reveals the underlying principles of his inventions and shows Hero's broad understanding of mechanical forces. In Mechanica, he also delves into architectural engineering, explaining how large structures like temples and catapults could be constructed using mechanical systems.

 

4. Metrica

In Metrica, Hero turned his attention to mathematics and particularly geometry. This work is significant because it compiled various mathematical formulas and theorems that could be applied to practical engineering problems. Metrica includes formulas for calculating the area and volume of different shapes, as well as methods for measuring distances and determining the size of objects. This blend of theoretical mathematics and applied science helped bridge the gap between abstract geometry and practical engineering.

 

Influence and Impact

Although much of Hero's work was ignored during the Middle Ages, it was rediscovered by Islamic scholars and engineers during the Islamic Golden Age. His works were translated into Arabic and studied by thinkers like Al-Jazari, who expanded upon Hero's concepts. Later, during the Renaissance, Hero's writings became widely available in Europe, and his engineering principles were further developed by scientists and inventors such as Leonardo da Vinci.

Hero's greatest legacy is his role as a pioneer of automation. His inventions demonstrate that the idea of machines performing tasks independently of human intervention is not a modern one but dates back thousands of years. His inventions particularly the aeolipile, foreshadowed the Industrial Revolution, where steam engines became a driving force of change. Hero's work serves as evidence of the innovative spirit of the ancient world and continues to inspire engineers and inventors to this day.

In conclusion, Hero of Alexandria was a visionary whose work laid the foundations for automation and mechanical engineering. His life and inventions are remarkable examples of ancient ingenuity, and his influence extends far beyond his era. From the aeolipile to automata, Hero's devices were centuries ahead of their time, demonstrating a deep understanding of physics, mechanics, and mathematics. His writings and inventions not only entertained and served practical purposes in his time but also shaped the future of technology. As the father of automation, Hero's legacy endures, reminding us of the incredible potential for human innovation and development that ancient cultures provided humankind.

 

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Notes:

Automation

The word automaton is derived from the Ancient Greek automaton (αὐτόματον), which means "acting of one's own will". It was first used by Homer to describe an automatic door opening or automatic movement of wheeled tripods.

 

Robotics

We derive the term robotics from the Czech word robota meaning 'forced labor'. It was used for the first time, 100 years ago, in a play by the author of the same nationality, Karel Capek.

The full term robotics was first used by American science fiction author Isaac Asimov in 1941 from robot +‎ -ics by comparison to "physics ... hydraulics, celestial mechanics, and so on" in his short story Liar

 

Mechanics

The word Mechanics is derived from Ancient Greek: μηχανική, mēkhanikḗ, lit. 'of machines', is the area of physics concerned with the relationships between force, matter, and motion among physical objects.

 

Pneumatics

We derive the word Pneumatics from the Ancient Greek πνεῦμα pneuma' wind, breath and related to the use of gas or pressurized air in mechanical systems.

Unlike many other Poles who took part in the Civil War on the Union side, Count Adam Gurowski was not a soldier or a commander, and his actions had no influence on the shape of the Civil War. He was primarily a publicist whose sharp views on the actions of Abraham Lincoln's government were so violent and uncompromising that the US president even treated him as a potential assassin. Rafal Guminski explains.

Adam Gurowski.

Count Adam Gurowski: History and Political Activity in Europe

Adam Gurowski was born on September 10, 1805, into a family of noble origins and a count's title. He was the oldest of seven siblings. His sister, Cecilia, was married to Baron Frederiks, general adjutant of Tsar Nicholas I, and his brother, Ignacy, married the Spanish Infanta Isabella de Borbón, daughter of the Duke of Cadiz, and became a Spanish grandee. As the oldest son, he received a good education. After completing his education at the provincial school, he began his studies in Berlin, Leipzig, Göttingen, and Heidelberg. He studied law, philosophy, history, and classical philology.

After his studies, Gurowski returned to the Kingdom of Poland and joined a political party from the western part of the country, which sought to maintain the status quo and preserve the autonomy of the Kingdom of Poland. The count quickly left the organization, and in January 1829 he was supposed to take part in preparations for the so-called coronation plot, the aim of which was the death of the Russian Tsar Nicholas I. After the outbreak of the November Uprising, Gurowski became involved in organizing the insurgent administration and civil authorities, which, however, ended in failure. The count became a staunch critic of the insurgent dictatorship, and after its fall, he became a member of the Patriotic Society, on behalf of which he demanded the dethronement of Tsar Nicholas I as the King of Poland.

Despite being blind in one eye, he joined the insurgents as an ordinary soldier and took part in battles, for which he was promoted to officer and received the Silver Cross of Virtuti Militari. After leaving the army, he became an envoy of the Patriotic Society to Paris, where in French magazines such as Trubine, François, National, Reformateur, La Révolution de 1831 and Le Globe, he undertook to criticize the authorities of the November Uprising. After the fall of the Uprising, Gurowski struggled with the instability of his political views and a tendency to sharp disputes, through which he quickly alienated people from his closest surroundings.

The year 1834 was special for the Pole because of the radical change in his views and ideas. His statements began to include comments of a pan-Slavic nature with Poland as the unifier of the Slavic world. He also viewed the Polish emigration differently, whose activities for the liberation of the country he had previously assessed negatively. The change in the count's views is best seen in his interest in the postulates of French utopian socialism. The changes in Gurowski's worldview reached even such basic assumptions as nation and patriotism.

The count's new views conflicted him with his family and Polish patriotic circles, but it was only the request for amnesty addressed to Tsar Nicholas I and the recognition of Russia as the country that was to lead the unification of Slavic nations that made Gurowski a national apostate. His stay in Russia turned out to be difficult. The state apparatus of the Tsarist regime forced him to reassess his views once again, and the complete isolation from his family and countrymen began to weigh heavily on him.

 

A Polish Count on American Soil

In 1840, Gurowski returned to the Kingdom of Poland to sort out his property and family affairs. The attempt to recover his confiscated property ended in failure. Finding himself in a hopeless situation, the count decided to emigrate. In April 1844, he left the border of the Kingdom of Poland forever and went to the West. For some time, he lived in Bavaria, Hesse, and then in Belgium, Switzerland, and Italy. Unable to settle down permanently, the Pole decided to leave the Old Continent and emigrate to the United States of America. On December 2, 1849, Count Gurowski found himself in New York.

The Pole's situation in America was quite stable at first. He had brought a supply of cash with him from Europe, and thanks to letters of recommendation, he had access to intellectual circles from the very beginning. After half a year, the count's financial situation began to deteriorate, which forced him to seek a source of support outside New York. In Boston, he was even offered a chance to lecture on law at Harvard University, but due to poor attendance, his lectures were quickly suspended. During this time, the Pole became keenly interested in the issue of slavery and took an active part in the life of the local intellectual social elite. He managed to get to know the leaders of American literature and poetry: Henry W. Longfellow and James R. Lowell, who, together with Gurowski, had in common a particular aversion to slavery and criticism of that institution.

Eventually, the Pole returned to New York and in 1852 took a job at the New York Daily Tribune. He wrote a column on European affairs, criticizing the rule of Tsar Nicholas I. Despite his continued interest in European affairs, the Pole was fascinated by his new homeland, which he admired in many ways. He traveled extensively in the northern and southern states, and published his observations in “America and Europe”, which was warmly received by critics and praised for its impartiality and insightful observations. The Pole was greatly impressed by his new homeland and in many ways recognized its superiority over European countries. He paid special attention to the unique relationship between power and freedom. In his opinion, in Europe, these two forces competed with each other, while in America, they cooperated for the common good and development. The count was equally impressed by the class structure of American society. In his opinion, the superiority of the American system was the lack of class division dominated by the aristocracy. He noted with admiration that the law was created on the initiative of the people and for the people, and not by a privileged ruling group.

Gurowski's relations with the New York Daily Tribune began to deteriorate significantly, and as a result, the count lost his job. From then on, for four years he supported himself by publishing articles in various magazines. During this time, he continued to write a book on the history of world slavery, which was published in 1860 under the title “Slavery in History”.

 

Abraham Lincoln under harsh criticism from Adam Gurowski

The Pole, who was increasingly vocal in his criticism of slavery, decided to move to the US capital, Washington, where he hoped for greater understanding of his views. He wanted to seek support from politicians from the radical wing of the Republican Party. Thanks to his work in the New York Daily Tribune and his authorship of the books: “America and Europe” and “Slavery in History”, the Pole was already a well-known person in Washington. He quickly established important acquaintances, including Salmon P. Chase, the future chief justice of the United States, and John A. Andrew, Governor of Massachusetts. After the outbreak of the Civil War, he joined a volunteer unit under the command of Cassius M. Clay, which was to protect and patrol the capital. After the threat had passed, the Pole got a job at the State Department. His duties included reading the European press and preparing reports on articles of interest to the department. However, Gurowski lost his job after his diary, in which he criticized the government, the president, and the Union generals, fell into the wrong hands. Ultimately, he published the contents of the diary in December 1862. Thus began his crusade against Abraham Lincoln.

Adam Gurowski should be considered the most ardent critic of the federal government and the president at the time. Although the Pole spoke positively about Lincoln's inaugural address, the government's lack of decisive action in the event of the attack on Fort Sumter and the riots in Baltimore ultimately confirmed his dislike of Abraham Lincoln. Gurowski stated that the current Union government "lacked the blood" to defeat the Confederacy, and calling up 75,000 volunteers was definitely not enough to defeat the Confederacy. He also believed that the situation overwhelmed Abraham Lincoln, who had no leadership skills and could not compare to George Washington or Andrew Jackson. He considered the president's greatest flaw to be his lack of decisiveness, and he saw it as the cause of the Army of the Potomac's defeats. Gurowski also criticized Lincoln's personnel decisions, especially the delay in dismissing General George McClellan from the position of commander of the Army of the Potomac. However, Gurowski was able to appreciate Lincoln. He praised the president's behavior after the defeat at Chancellorsville. The count accused Lincoln of manipulating election promises and making military decisions through the prism of politics, which was to result in the deaths of many soldiers. However, in the face of the president's re-election, Gurowski showed a shadow of support for him, fearing for the election of the hated McClellan and his pro-slavery lobby.

There is no doubt that Gurowski's criticism of the president was often exaggerated, but in some aspects the Pole's opinion coincides with the contemporary opinion of historians. The count's attitude towards the president was dictated by his views and difficult, uncompromising personality. The Pole's most positive opinion of Lincoln was expressed after the president's death. In Gurowski's eyes, the murdered president became a martyr close to sainthood, who will go down in world history as a great and noble man.

 

The site has been offering a wide variety of high-quality, free history content since 2012. If you’d like to say ‘thank you’ and help us with site running costs, please consider donating here.

 

 

References

·       Carter R., Gurowski, „The Atlantic Monthly” 1866, t. 18, nr 109.

·       Derengowski P., Polacy w wojnie secesyjnej 1861-1865, Napoleon V, Oświęcim 2015.

·       Fisher L.H., Lincoln’s Gadfly, Adam Gurowski, University of Oklahoma Press, Norman 1964.

·       Garewicz J., Gracz. Rzecz o Adamie Gurowskim [1805-1866], „Res Publica”, 2 (1988), nr 5,

·       Głębocki H., „Diabeł Asmodeusz” w niebieskich binoklach i kraj przyszłości: hr. Adam Gurowski i Rosja, Arcana, Kraków 2012.

·       Łukasiewicz W., Gurowski AdamPolski słownik biograficzny, V.  9, Wrocław 1960-1961.

·       Stasik F., Adam Gurowski 1805-1866, Wydawnictwo Naukowe PWN ,Warszawa 1977.

Posted
AuthorGeorge Levrier-Jones

An introduction by the author Jeb Smith: I have often engaged in discussions with both lay people and academics on the various causes of Southern secession. I have also read many books from both sides' perspectives of the war. I consistently hear the same arguments used to support the claim that the South left the Union to preserve slavery. I will respond here to the most common arguments and, hopefully, explain why the evidence does not support this conclusion.

 

This is the final part in a series of extended articles from the author related to the US Civil War. Part 1 on Abraham Lincoln and White Supremacy is here, part 2 on the Causes of Southern Secession is here, part 3 on whether the Civil War was fought for slavery or States’ rights here, and part 4 on the Confederate Constitution here.

John S. Mosby.

Slave Owners Rebellion?

It is said that the most robust support for secession came from the areas that had the most slaveowners. Based on this information, some would argue that the cause of withdrawal was slavery. High federal support in areas with limited slaveowners, such as West Virginia, Western North Carolina, and Eastern Tennessee, are prime examples to support this claim. But first, we must ask the following questions: What about the non-slave owners in Eastern Virginia who supported the South? What about non-slaveholding Western Tennesseans and Deep South voters who supported secession? Should we claim they prove secession was in support of abolishing slavery? What about the slave states that stayed in the Union? 

 In Confederate Arkansas, 20% of their households were slave owners, while Kentucky, which remained primarily loyal to the Union, had 23% of their households that were slave owners. In North Carolina, near-unanimous support for secession was given after Lincoln's call for volunteers when only 27% of the households in the state were slave owners. Arkansas voted 65 to 5 for secession after Lincoln's call for volunteers, yet only 20% of households were slave owners. Although there were few Southern Jewish Confederates slave owners, a large portion of the group supported secession. Further, thirteen percent of the Virginia delegates from high slave-owning counties voted against secession.

A closer look shows that politics, not slavery, drove the secession movement. For example, in Western Virginia, many areas with a low percentage of slave owners supported secession, while many areas that were politically supporters of the Whigs did not. James McPherson , [who used the argument we are discussing] acknowledges, "A good many low slaveholding Democratic counties voted for immediate secession, while numerous high-slaveholding Whig counties cooperation." In his book, Reluctant Confederates, Daniel Crofts looks at this argument and finds that while slave ownership influenced secession votes, political party associations were far more critical.

"A high slave-owning country in eastern Virginia was far more likely to poll a strong secession vote than a low slave-owning county in western Virginia. But a whig county in eastern Virginia was more likely to show more union strength than a Breckinridge country, just as a Breckinridge county in western Virginia was more likely to show pockets of secession support than a whig county." 

-Daniel W. Crofts Reluctant Confederates: Upper South Unionists in the Secession Crisis University of North Carolina Press reprint 1993

 

Further, the area that would become West Virginia had long opposed unfair tax rates within Virginia.[1] West Virginia, like today, was more an extension of Pennsylvania and did not share the southern culture of Virginia. Immigrants from Pennsylvania mostly inhabited West Virginia. In Clouds of Glory: The Life and Legend of Robert E. Lee, Michael Korda wrote, "Mountainous northwestern Virginia...was largely populated by settlers from Pennsylvanian who were instinctively pro-union." The Appalachian areas of Western Virginia, Western North Carolina, and Eastern Tennessee had very different ethnic, political, and cultural histories. 

West Virginia supported the Confederacy more than commonly believed. Many of the Virginia votes against secession did come from the western part of the state, but that does not make them supporters of the Union. These counties were surrounded by federal territory and not so anxious to jump into a war. The most robust support for the Union came from the northern panhandle or around the railroads who had a financial interest in remaining in the Union. The rest of the state was decidedly pro-South. Further, many Ohio and Pennsylvania troops went to West Virginia recruiting stations [this was common] and formed union regiments, so the actual number of units supporting the North is inflated. 

Western Virginia's support for the Union is overstated for many reasons. Early in the conflict, much of western Virginia was controlled by the Union, and a pro-union "restored government of Virginia" was instituted. Elections were only held in areas of Union control, as pro south civilians and soldiers fled the state and thus, were not allowed to vote on whether or not to join the Union. Lincoln decided to recognize this pro north government that met in Wheeling. This Government was not officially recognized by the state of Virginia but was rather an unconstitutionally created, militarily controlled area. Therefore, basing conclusions on this occupied territory is not a fair judge of western Virginia's loyalties. 

The Union support in Tennessee seems to be exaggerated and possibly based on a limited number of Union newspapers during the war. As in Virginia, Daniel W. Crofts shows that counties that were "traditionally Democrat," the low-level slave-owning middle and western Tennessee counties, voted for secession. It was only in the Eastern area of the state where spare slave-owning counties held a strong pro-Union stance. 

Maryland's southern and eastern areas were similar in culture and politics to the rest of the South. In contrast, the pro northern areas of Maryland were heavily influenced by socialist immigrants from Europe and thus supported the North. Overall, support for the Union in Maryland also seems overstated.[2] The truth is that Eastern Tennessee, Western Virginia, and Western North Carolina remained Republican areas after the war. In contrast, the planter areas remained Democratic after the war.[3]

Lastly, if the Government did oppress a particular group, specifically slave owners, violating their rights, wouldn't we then expect strong resistance from that sector? For example, if today's politicians decided that pizza is unhealthy for us and outlawed it, then most pizza shop owners would likely be among those who would resist those efforts. Others may agree with the pizza owners but not be so willing to leave the country over it. So it should not be a surprise that slave owners were among the most dedicated secessionists. 

 

The Confederate Constitution did not allow States to abolish Slavery

The first argument one often hears is that the Confederate Constitution made it impossible to abolish slavery. It is true that the central Confederate government could not abolish slavery; however, neither could the federal government under the U.S. Constitution in 1861, as Lincoln accepted in his First Inaugural Address. Confederate Constitution scholar Marshall DeRosa points out that freeing slaves was a state issue in the C.S.A. just as it was in antebellum America. Some have misread Article 1 Section 9 Clause 4 of the C.S.A. Constitution, claiming it outlaws the freeing of slaves; however, this section applies only to Congress and not to the sovereign states.

As DeRosa argues that the clause even demonstrates that its authors believed non-slave states would join the Confederacy. This is also shown in Article 4 Section 2 Clause 1 and Article 4 Section 3 Clause 1. Many in the Confederacy, including vice president Stephens, thought  the non-slaveholding upper Midwest would join the Confederacy because its free trade laws would encourage states connected to the Mississippi River to join. In his infamous Cornerstone Address on March 21, 1861, Alexander Stephens said, "We made ample provision in our Constitution for the admission of other States...Looking to the distant future, and, perhaps, not very far distant either, it is not beyond the range of possibility, and even probability, that all the great States of the north-west will gravitate this way." 

Professor DeRosa shows that the South wanted border states and the free Midwest states to join the Confederacy. During the constitutional convention, the delegates rejected Howell Cobb of Georgia's proposal that all states be required to be slave-owning. Senator Albert Brown of Mississippi stated, "Each state is sovereign within its own limits, and each for itself can abolish or establish slavery for itself." The state of Georgia declared, "New States formed out of territory now belonging to the United States, or which may be hereafter acquired, shall be admitted into the Union with or without slavery as the people thereof may determine at the time of admission." So while slavery was optional, states' rights were applied in the C.S.A., regardless of their choice. In The Confederate Constitution of 1861, DeRosa summarizes, "Thus, slavery was not a constitutional prerequisite for admission, and once admitted, a state could either reorganize or prohibit the institution." 

 

Slavery was the "Cornerstone" of the Confederacy 

The first argument I am usually given is that Alexander Stephens declared slavery to be the "Cornerstone of the Confederacy." Although his speech has been named the "Cornerstone Speech, "he focuses also on tariffs, internal improvements, and economic issues. So why is most of his speech ignored and only a few sentences pulled out and attacked? The focus is on the portion that mentions slavery because slavery is what we want to be remembered as the primary cause of secession.

His speech was unprepared and given in the deep South state of Georgia. But I also think that there are other reasons to be cautious about the importance and understanding of the speech. 

For one, it is only a transcribed piece. According to the newspaper reporter who transcribed it, it "Is not a perfect report, but only a sketch of the address of Mr. Stephens." It is simply an interpretation of a portion of his actual speech. According to Stephens, in writings after the war, the speech was misinterpreted and misunderstood. He claimed he was simply restating what Judge Baldwin of the United States Supreme Court had said. The following, written in 1884 by Richard M Johnson, summed up Stephens’ speech and his use of the term "cornerstone." 

"On the subject of slavery there was no essential change in the new Constitution from the old as Judge Baldwin [of Connecticut] of the U.S. supreme court had announced from the bench several years before, that slavery was the cornerstone of the old Constitution [1781-89], so it is of the new" [1833] .

-Quote in Lochlainn Seabrook , Everything You Were Taught About American Slavery Is Wrong Sea Raven Press 2014

 

Later, Stephens wrote that what caused secession was a dispute over  centralization. Stephens' speech simply clarified disputed subjects in the U.S. Constitution that are now clearly defined and beyond dispute in the C.S.A. Constitution. These subjects include tariffs, internal improvement, and slavery. He was trying to assure the audience that the states would decide on these issues, not the central government.

As the Kennedy twins argue, if anyone should have been seen as speaking for the whole country, it ought to have been the Confederate President, Jefferson Davis. His three most essential speeches (Farewell to Congress, First Inaugural in Montgomery, Second Inaugural in Richmond) all speak to the causes of secession. He mentioned that the reasons for secession were liberty, state's rights, tariffs, the Constitution, and preserving the Union from Northern Democracy. Jefferson Davis said, "I love the Union and the Constitution, but I would rather leave the Union with the Constitution than remain in the Union without it." Davis does discuss slavery in the first of those speeches, but stresses more the sovereign right of his state, Mississippi, to secede.

 

Fugitive Slave Laws

Some critics claim that the South only cared for states' rights when slavery was involved. To support this claim, they point out that the South objected to Northern states nullifying the federal fugitive slave laws. This objection seems reasonable on the surface but stems from a misunderstanding of both the purpose of states' rights and the Union of 1860.

Even if we assume the premise for the sake of argument, it will only prove that the South did not care for the rights of the states in the North, not their state's rights. Since the rights of the people of each state were in place to secure its individual states citizen's rights and not another’s, this would make sense. And if one state decides not to follow the compact or contract [Constitution], disagreement will occur. This is also why the right to secession is vital to self-government. 

However, a proper understanding of states' rights is not lawlessness or states ignoring the Constitution; it is, in fact, the opposite. States' rights are in place to prevent the current politicians in power from violating the Constitution or overstepping its bounds. In this case, the northern states were violating the Constitution because, in their minds, slavery was wrong in God’s eyes. As William Seward put it, "There is a higher law than the constitution." 

Within the Constitution, southerners were already granted the right to have their property returned. Northern states were violating this. Therefore states’ rights, as Jefferson said, are the best way of preserving the authority of the Constitution over elected politicians in D.C. who would seek to abolish it. The Constitution, not men, was the authority. The wording of the United States "supremacy clause" is set out below, occurring in Article VI. The wording of the Confederate equivalent, also occurring in Article VI, is identical apart from the substitution of "Confederate" for "United."

This Constitution and the Laws of the United States made in Pursuance thereof; and all Treaties made, or to be made, under the Authority of the United States, shall be the supreme Law of the Land; and the Judges in every State shall be bound thereby, anything in the Constitution or Laws of any State to the contrary notwithstanding.

 

Only the Slave States joined the Confederacy

"Had Buchanan in 1860 sent armed forces to prevent the nullification of the fugitive slave law, as Andrew Jackson threatened to do so in 1833, there would have been a secession of fifteen northern states instead of thirteen southern states. Had the Democrats won in 1860, the northern states would have been the seceding states, not the southern." 

- James R. and Walter D. Kennedy, The South Was Right! Pelican Publishing Gretna 2008 

 

Some believe it is self-evident that slavery caused secession because only slave states joined the Confederacy. So if I am defending the causes of the South and saying slavery was not the sole cause of secession, then why didn't any free states join? 

Keep in mind that when the Confederacy was first formed, there were more slave states still in the Union. Furthermore, if secession was driven by slavery, why didn't all the slave states join the South? Many volunteers fought for the South from the non-slave state of California. New Jersey produced two Confederate generals, Gen. Samuel Gibbs French and Gen. Julius Adolphus de Lagnel.[4] 

Many free states nearly left the Union as well. NY almost left the Union, and a middle confederacy might have formed, which could have included Penn, NY, NJ, MD, and D.E. On March 13, 1861, a report from A R Wright Esq of Georgia said Gov Hicks of Maryland was already corresponding with New York, Pennsylvania, and New Jersey governors about forming a central confederacy. Delaware, Virginia, Missouri, and Ohio were also later mentioned. The rise of a radical Republican party[5] to national prominence caused all sorts of upheavals. 

The South originally planned for the northwest to join them. When Robert Smith addressed the citizens of Alabama, he believed Indiana and Illinois would join the Confederacy. He desired the entire Union (excluding New England) to eventually be drawn under the new Confederate Constitution, restoring the Union of the founders. However, when Lincoln called for war, many were unwilling to face an uphill battle against the might of the North. Further, nationalism and patriotism drove many to volunteer for the Union. 

Also, consider that the states most influenced by the Jeffersonian tradition did leave the Union. And we must not forget the North maintained slavery during the war in MO, KY, DE, Washington DC, MD, Western Virginia, northern controlled sections of the Indian territory, and Union-controlled LA and Virginia. 

 

John Mosby said Secession was about Slavery 

The "Grey Ghost" of the Confederacy, John Mosby, said that the South was on the side of slavery during the war. Here, critics say, we have an admission from a former confederate informing us of what we all already knew, the South left to preserve slavery. Yet we are also told that post-war southerners are part of the "lost cause" and should not be listened to. Unless, of course, it is Mosby who was telling certain historians what they wanted to hear. Highlighting one statement made after the war by a southerner turned Republican trying to gain favor does not negate the factual purposes of southern secession.

Another argument used is not historical but rather philosophical. The argument is that the South could not care for freedom since they denied that freedom to others. However, this at most shows inconsistency in how they apply liberty. It also seems to assume the South left to preserve slavery. 

In response, the South said that its citizens had more rights and were allowed more freedom than the North. The majority of states in the North did not allow individuals the freedom to own or buy human property as the "slave optional"[6] states did. All men were created equal; southerners had rights like anyone to own their property, including slaves. This is also why African-Americans, Native Americans, Jews, and others had equal rights to own slaves in the South. States had maintained legal slavery since before the Union was created. The world had accepted slavery for thousands of years. African slaves had no rights in Africa when they were enslaved.

Slavery also offered the owner freedom of another sort that we will discuss later. During an interview with historynet.com over his latest book on Lincoln, distinguished historian Eric Foner said, "To most white Southerners, owning a slave was not a contradiction to the idea of freedom, indeed rather the opposite, owning slaves made a person more free, it and enabled you to achieve the economic independence that all Americans thought was very important to freedom." 

 

States' Rights were just to protect Slavery

"The doctrine of States’ rights was never a mere pretense for slavery, but reflected a deep passion for self-government rooted in Southern culture as well as an earnest understanding of the Constitution rooted in Southern history."

-James Rutledge Rosch, From Founding Fathers to Fire Eaters; The Constitutional Doctrine of States Rights in the Old South Shotwell Publishing Columbia SC 2018

 

The claim that states' rights were just an excuse to preserve slavery is a common one. This claim was covered earlier, but additional information is needed since it is repeated so often. State's rights were vital to our Union, self-government, and our whole political system. Therefore, the next chapter also will be dedicated to this topic, and after reading it, this objection should dissipate. 

As with the U.S. Constitution, the Confederate Constitution did not allow the central Government to abolish slavery. If the South had left to preserve slavery alone, why did they also add additional powers to the states? If states' rights were to protect slavery, and slavery was protected, why the need for an even more decentralized Constitution? If the intention was to protect slavery, then the United States Constitution would have sufficed, and there would have been no need to create a document ensuring more vital states' rights.

When the Confederate government overreached into state matters on non-slavery issues during the civil war, states resisted it. This resulted in states like Georgia threatening to secede. After slavery had ended in the United States, the South still maintained the most robust states' rights philosophy in the country. 

The first state's rights advocates in the U.S., many of whom spoke out against slavery, were Southern men such as Thomas Jefferson, James Madison, James Monroe, St. George Tucker, George Mason, Patrick Henry, John Taylor of Caroline, and John Randolph. Patrick Henry called slavery "a lamentable evil,"but then said, "I deny that the general government ought to set them free." George Mason said, "Every master of slaves is born a petty tyrant." John Taylor of Caroline said, "The fact is that negro slavery is an evil which the United States must look in the face." 

 States' rights were also crucial to northern states before the civil war. There were Democrats in the North who were both for states' rights and against slavery. These two came together in the northern states' nullification of the fugitive slave laws. During the Civil War, Republicans wished to institute national banking, and many northern Democrats objected. Lazarus Powell stated, "The result of this course of legislation is to utterly destroy all the rights of the States. It is asserting a power which if carried out to its logical result would enable the national Congress to destroy every institution of the States and cause all power to be consolidated and concentrated here." No matter the issue, states had pushed back against federal overreach; slavery was simply one more area where the federal was intruding on the states' rights in 1860.

Preserving slavery was far from the primary goal of secessionists. During the war, Southern General Patrick Cleburne wanted to free all the slaves. Near the end of the war, Jefferson Davis sent diplomats to France and Britain, offering to end slavery if they would recognize the Confederacy.  Some Northern generals, like General George Thomas, were wealthy slave owners who fought for the North despite saying during the war, "I am wholly sick of states' rights." State's rights did not equal slavery. This misunderstanding comes from a post-war nationalistic approach to antebellum America. The next chapter will detail states' rights before the Civil War to help us understand why they were considered vital to self-government and the Union. 

 

Jeb Smith is the author of Missing Monarchy: What Americans Get Wrong About Monarchy, Democracy, Feudalism, And Liberty (Amazon US | Amazon UK) and Defending Dixie's Land: What Every American Should Know About The South And The Civil War (written under the name Isaac. C. Bishop) - Amazon US | Amazon UK

You can contact Jeb at jackson18611096@gmail.com


[1]           See George Stillman Hillard Life and Campaigns of George B McClellan 1864

[2]           For more info, see Jeb Stuart; The Last Cavalier by Burke Davis.

[3]           See "Man Over Money" the Southern Populist Critique of American Capitalism by Bruce Palmer.

[4]           De Lagnel was appointed Brigadier General in the Confederate forces but for unknown reasons declined the rank, eventually rising to Lieutenant Colonel.

[5]           A party that has not changed in its modern form.

[6]           As the Kennedy’s described them.