Interview: Somerville, “Bull Run to Boer War”

12 03 2020

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Michael Somerville is an English military historian whose doctoral thesis at the University of Buckingham looked at the influence of the American Civil War on the Victorian British Army. The end result of that work has been published by Helion & Company as Bull Run to Boer War: How the American Civil War Changed the British Army. Michael has been good enough to answer a few questions for Bull Runnings.


BR: Can you tell us a little bit about yourself? 

MS: I graduated with a First Class degree in History from Fitzwilliam College, Cambridge University, but at the time I didn’t want to continue academic study and made what was as the time perhaps a rather unusual decision to go into a career in IT. I spent nearly forty years as a programmer, consultant and project manager before retiring in 2018. Alongside my professional career though I always remained interested in history and particularly military history. I live in Wimbledon, south-west London with my wife, Gillian. She did her degree in American Studies, so interest in the Civil War period is something we share, though mine are primarily military and hers in the social aspects.

When I was working overseas for a year Gillian suggested that I do an MA course in military history to keep me occupied in the evenings! This was not practical for many reasons, but the following year I signed up for the MA course at the University of Buckingham, and with the centennial of the First World War coming up in 2014, the idea of researching the idea of looking at how one conflict had influenced the other was an obvious. In 2017 I was awarded a doctorate by the University of Buckingham for my thesis on the influence of the Civil War on the Victorian British Army.

I’m a member of the American Civil War Round Table UK, who appointed me their President this year. I’ve written a number of articles for our society journal (which publishes some excellent scholarship), mostly on British observers to the war, but Bull Run to Boer War is my first externally published work.

BR: I’m curious – as an Englishman, what got you in the American Civil War? Who/what were your early influences, for both your interest in the Civil War and Military History?

MS: I had always been interested in military history as a boy, but it was initially about the Second World War, like many of my generation I think. I did read a little on the American Civil War at University, but only briefly. In the 1980s I became quite a serious wargamer – figures, not re-enactment – and the period covering the American Civil War and contemporary European and British wars became my main focus. The historical side of the hobby was always as important to me as the gaming aspect, and I did a lot of reading and research in order to set up games and competitions that I felt challenged the players with the problems and choices that the generals had to make at the time.

In 2011, Gillian was working in the BBC on a series of radio programmes to mark the sesquicentennial of the Civil War, and she was put in touch with the American Civil War Round Table (United Kingdom) who were organizing a number of events around the country. We went to their conference and I was hugely impressed with the level of collective knowledge that the group had, and with the welcome we received, we joined the group on the spot. Although the war is a minority interest here in the UK, it is a small but important part of the heritage of some places such as Liverpool. Many of our members visit the USA regularly to tour the battlefields, and we also have many people who trace the stories of the many British-born soldiers and sailors who served on both sides. Attending the Conferences and hearing the many excellent speakers also made me want to build on such knowledge as I had to do more academic research into the American Civil War, prompting me to sign on for the MA.

BR: I’m a bit of a stickler when it comes to the use of the term “military history.” I think it gets misused and abused here in the U. S., and means something deeper and broader than simply researching or writing about people, places, and events of a military nature. How do you define “military history” and “military historian?”

MS: The book could almost be classified as ‘pure’ military history. It looks at how a military event (the American Civil War) was studied by a military organization (the British Army), and how that influenced its military equipment, tactics, and thought. It is not a narrative about the war, or about the army, but tries to analyze the influence of one on the other. That potentially limits its appeal to those interested in purely military matters, and put off those who are drawn to military history by depictions of battle and by personal stories. I was very conscious when writing the book that I needed to make it accessible to the non-specialist where possible. But I believe that military history needs to be more than a narrative of a battle or a series of vignettes of soldiers’ personal experiences – it needs to have an element of analysis, to explain how and why people acted and things happened the way they did, and with what consequences. I am also fascinated by parallels and comparisons between different military periods and armies, and how armies function as institutions, an understanding of which I think is essential to a military historian.

BR: Bull Run to Boer War looks at how the American Civil War “predicted the way in which later wars such as the Boer War and the First World War would be fought.” Can you summarize this premise, and give a brief overview of your findings?

MS: The Civil War and the First World War hold similar places in the American and British national consciousness – they are the bloodiest conflicts that the two nations have respectively fought, and they are each portrayed to some extent as being unnecessary, incompetently fought, or both. Many histories of warfare point to technical and tactical innovations in the Civil War – the machine-gun or trenches for example – and how these were then features of the First World War. The inference is that the men in charge of the armies in 1914 should have seen what was going to happen, and therefore have avoided it. The British come in for particularly severe criticism – partly because they were one of the few European armies to actually fight significant actions in the closing years of the nineteenth century. For example, some websites on the Boer War perpetuate the idea that the British expected to fight it using almost Napoleonic tactics, whereas if only they had studied the Civil War properly they would have realized the errors of their ways.

My basic premise is that this is twenty-twenty hindsight, and even then mostly inaccurate. If you trace the history of this view, it really derives from British critics of the Army’s performance in 1914-18 which were written in the 1930s. But the British Army of the nineteenth century was responding to the challenges and demands of the day, which did not include planning for a four-year global war involving every Great Power. The tactics and technologies of the Civil War were not as novel or unprecedented as they are sometimes depicted, so when the British went to America in 1861-65 – and many more officers did than the few who are usually mentioned – they did not see dramatic change in the nature of warfare, because none had yet occurred. Also the geography of America at the time was not at all like most of Europe with its highly developed agricultural and transport systems. The Civil War was Napoleonic in the scale of its armies but most individual campaigns were fought over sparsely populated wilderness. Attributing some aspects of the way that the Civil War was fought (such as the way the Americans used cavalry) to these local factors, was not a misunderstanding of what was seen, it was in fact quite perceptive. And the conditions in South Africa, with wide open plains and steep bare hills, were nothing at all like the mostly forested battlefields of the Civil War.

Conversely, the British did not subsequently ignore what they had seen in America. The latter half of the nineteenth century was a time of great technical change in the military. To give just one example, the British infantryman used at least five different standard small arms between 1850 and 1900 – ranging from the smooth-bore musket with a range of about 100 yards and firing twice per minute to the Lee-Metford magazine rifle, with twenty times the range and seven or eight times the rate of fire. With such weapons, to plan to fight the next European war in the same manner as Waterloo – or even Gettysburg – would indeed have been suicidal. But they did not. The infantry understood the need to entrench and to use open formations. The cavalry knew it could not charge machine guns and magazine rifles frontally, and looked to use its mobility to beat its opponents by maneuver, surprise, and dismounted firepower. And there are descriptions of preparing defensive positions written in the 1870s that refer to the use of trenches, wire entanglements, explosive mines and machine guns – not a bad prediction of what would be seen over forty years later.]

The Boer War provided the British with a new and important set of lessons – which is why I decided to close my book in 1900. But since these descriptions and recommendations appear in manuals, books, and articles written before 1900, they cannot be ascribed to lessons from the Boer War or the early twentieth century – they derive from the study of earlier conflicts, in which the American Civil War featured prominently.

BR:Can you describe how long it took to write the book, what the stumbling blocks were, what you discovered along the way that surprised you or went against the grain, what firmed up what you already knew? When did you know you were “done”?

MS: The book originated in 2012 as a dissertation for a MA in Military History at the University of Buckingham, which was meant to last one year. At the end of that time, I realized that I had far more material than I could fit into a 25,000 word dissertation, and my supervisor suggested that rather than submit it I expand it into a doctorate thesis. I was still doing a full-time job, so it was around four years before I was in a position to submit, and then about another year of reviews and amendments to finally get the thesis accepted in 2017. During that final year I was already thinking that maybe I would like to publish it in some form, as I felt that the subject matter had been left unresearched for many years and the material which I was uncovering was of significant importance to the history of military thought.

I thought it would be relatively easy to turn the thesis into a book, but my publisher warned me that it would take some time; in the event around two years! Some of that was the immensely tedious business of revising things like footnotes to meet a different editing standard. Rather less soul-destroying was the need to make the book comprehensible to the non-specialist reader. I knew it was a subject that could interest readers on both side of the Atlantic, but a lot of British would not be familiar with Civil War people and events, while most Americans probably don’t know much about British operations in Africa, India and elsewhere. Getting the balance between accessibility, readability, and brevity was a challenge.

Mostly my research supported my initial belief that the British Army had been over-criticized for its indifference to the Civil War. In fact I was surprised when I discovered just how early some changes were initiated. The Austro-Prussian War of 1866 is traditionally supposed to have made European armies wake up to the potential of the breech-loading rifle and the railways, but the British Army adopted the former in 1864 (nine months before the US Army!) and set up a railway board in 1865. Far from ignoring the machine-gun the British were keen adopters of the technology, even though early weapons had not performed well in field, because it could compensate for their relatively low numbers of troops. The use of barbed wire was mentioned in books published twenty years before the First World War. I don’t conclude that the Army was perfect – both the organization and individuals made lots of mistakes. But we should not judge them by twentieth century standards.

I started the process rather skeptical of the idea that the American Civil War predicted the First World War. I would still argue that is true in the field of technology – there is no comparison between the artillery, machine guns, and rifles of the Civil War and those of 1914. And as a result the tactics of most of the better known battles have more in common with the Crimean War than the Western Front. But I now think that by 1865 there were aspects that could be said to have been more comparable to the two World Wars at an operational and strategic level, such as the mobilization of most of the countries human and physical resources for war. Unfortunately these were the lessons that it was most difficult for a democratic country, like Britain or America, to prepare for in time of peace, so they had to be relearnt and reapplied.

My test audience is my long-suffering wife, who has read almost every version of every chapter. She is keen on history but not so much on the military side, so can tell me where I need to explain or clarify things for the non-specialist. If she told me a bit of the book was interesting or good I could feel confident it was about ready.

BR: Can you describe your research and writing process? What online and brick and mortar sources did you rely on most?

MS: As a former Project Manager I have a tendency to set plans and targets, so although there is sometimes some tension between ‘academic’ and ‘amateur’ historians, I rather appreciate the rigor which the academic process enforces. Because it started out as an academic thesis, I had to produce a detailed work plan up front, with a core research question and a series of subsidiary questions that the thesis intended to answer. The next stage was to read any secondary works already written on the subject. In one respect I was fortunate that there is only really one work that covers it directly – Jay Luvaas’ Military Legacy of the Civil War, which was ground-breaking for its time but sixty years old. I discovered that most books describing the military impact of the Civil War on Europe, if it was mentioned at all, simply referenced Luvaas’ research. I determined to read all of Luvaas’ primary sources, and see whether I agreed with his interpretations and conclusions, trying to look at everything from a nineteenth century rather than a twentieth century perspective.

That meant going through large numbers of old military books and journals. Some of these are available online, and I was able to borrow some from the RUSI library in London, but for many it meant long hours taking notes in the British Library – at weekends or in the evening after work. As well as articles about the Civil War, reading other articles and books on tactics and weapons revealed several less obvious evidence that people were taking note of what had happened in America. I also looked at military manuals of the period – both official and unofficial – and found it was mostly untrue that tactics did not change during the period. I had already decided that I would adopt a thematic rather than a chronological structure, and this research largely formed the basis for the chapters on the infantry and cavalry in particular, by identifying what soldiers saw as being the military issues of the day and analyzing what they thought the solutions were.

Being able to download electronic versions of much of the out of copyright material from sites such as archive.org meant that I could view them on my laptop at home and on holidays. Having online search engines was immensely useful, and generated some surprising leads. Even in the British Library, browsing their online catalogue with various search terms and date ranges revealed an interesting but long-forgotten pamphlet by a British general written in 1865, proposing how to fight a war with the United States. A Google search for British observers came up with a bookseller who had a report written by [William T.] Sherman and dedicated by him to Sir Bruce Hamley, a prominent British military writer, and pointed me to a set of letters between them contained in Hamley’s biography. I would probably never have found this otherwise. Another Google search came up with a copy of the Guards Brigade’s Journal for 1863 and an article describing a visit to Meade’s army after Gettysburg – another source I don’t think has been previously identified. I also used family history sites to research the background of the different observers in 1861-65. It turned out one young Lieutenant in the Royal Engineers who visited the Confederate lines at Petersburg in 1864 was a nephew of Robert E. Lee – which was both unexpected and perhaps gives some insight how he managed to travel through Virginia at the time. .

There are a number of reports in the old War Office records at The National Archive in Kew, London, that show how American technology was being studied both during and after the war. This ranges from artillery, fortifications, to coastal obstructions and mines. And a friend at the ACWRT pointed me to the leave records held there for the British troops stationed in North America, from which it is possible to check when many of the known observers visited. I did further analysis to spot patterns in the leave records which enabled me to suggest how many undocumented visits might have been made, and by who and when. Almost all of this is new research on previously untapped sources.

BR: How has the book been received so far?

MS: There has been a significant amount of interest from several military journals, although I have not yet seen any reviews published. The few people who I have had feedback from have said that they have found it both interesting and convincing in its argument. One acquaintance from the Round Table has authored several successful historic novels about the Civil War, and I was especially pleased that he found the book very readable as well as informative. I have given a couple of informal lectures to small groups in the UK, and it generates a lot of discussion. I am visiting America in the summer and have one talk planned in Charleston SC, I hope to do a few others. This will be interesting, as I expect to get different challenges and questions from an American audience compared to a British one.

A few friends have said that they thought I have been rather hard on Jay Luvaas. This was not my intent, his original work was a classic of its time and the foundation to my research, but it did not tell the whole story. Like mine it originated as a dissertation, was expanded into a thesis and then became his first book. Unfortunately I never met him, but I would like to think that he would have approved.

BR: What’s next for you?

MS: My next project is very different. My father served in the Second World War, but like the majority of veterans from that conflict he rarely talked about it, even to me. A few years ago I decided to get his military record, and that led me to thinking that most history about that war is written about famous battles and elite units. I want to try and write the story of an ordinary infantry battalion. Unlike Bull Run to Boer War it will be a narrative history, but through the narrative trying to understand what it was like to be one of the millions of ordinary men serving in the war – who they were, why they joined up, how they trained, what happened to them in combat, plus all of the mundane aspects of military life that often get forgotten.

I’ve chosen the 5th Battalion Sherwood Foresters, my father’s unit, as the subject for obvious personal reasons – but it is effectively a random selection, as British conscripts of whom my father was one got relatively little choice which unit they joined. They were not at Alamein, or Anzio, or Normandy or Arnhem, so most of the battles in which they fought have had very little written about them. I also want to try and visit as many of the locations as possible to understand why the battles were fought as they were and with the results that they had. It is likely to be a three or four year project. I hope will appeal to both dedicated military historians and to a wider audience who want to understand more about their father’s or grandfathers’ experience of the war.

Michael will be speaking at the Ft. Sumter Civil War Round Table in Charleston, SC in August, 2020 (this is the same venue hosting me in May).





T. E. Lawrence on Strategy and Tactics, and the Power of Ideas

13 03 2015

57936Right now I’m working my way through Seven Pillars of Wisdom: A Triumph, T. E. Lawrence’s memoir of his adventures in the Middle East. I’m enjoying it a good deal more than I anticipated. Lawrence was, it appears to me, a jerk. For instance, he spelled the names of places and people differently intermittently, and on purpose. He explained that this was because they were frequently spelled differently, which doesn’t help the reader much. But I suspect he really wasn’t writing for the reader. In fact, he says:

There are no lessons for the world, no disclosures to shock peoples. It is filled with trivial things, partly that no one mistake for history the bones from which some day a man may make history.

The edition I’m reading includes the historiography of the book, which is an adventure in itself, as well as some correspondence between Lawrence and his editor, in which you can see that not only was Lawrence a jerk, but he knew he was a jerk, he knew his editor knew he was a jerk, and moreover he knew that the editor needed him so badly that Lawrence had no motivation whatsoever to curb his jerk tendencies.

Enough of that – let’s get to it. In Chapter 33 (there are many short chapters – Lawrence anticipated the People Magazine approach to article length), Lawrence recounted the thoughts running through his head as he lay prostrate with illness, or as he described it “in impotence upon my face in this stinking tent.” I won’t get into the insight provided regarding the situation in the area then and its applicability to the world today, but will say if you’re interested you should really check the book out. This is the pivotal chapter (I think) where Lawrence hits upon the secret to “victory.” Not really being a military man by his own admission, Lawrence nevertheless found himself in a position of high command. So, with time on his hands, he started to think back on what he had read, beginning at Oxford, from “Napoleon to Clausewitz and his school, to Caemmerer and Moltke, and the recent Frenchmen” to “Jomini and Willisen” to “Saux and Guibert” to “Kuhne and Foch.”

Now, if there’s one thing I’ve learned about strategy and tactics and operations and goals and objectives, it’s that no matter how smart or well-versed you are, whatever your thoughts on them may be, somebody – somebody really smart and well versed – is going to tell you you’re thinking about it all wrong. If you’re really unlucky, they’ll toss about a few acronyms and initials to boot. So keep that in mind as you consider Lawrence’s thinking, which I’ve transcribed selectively.

But first, click on this link to give a little background music to the rest of the read:

When it grew too hot for dreamless dozing, I picked up my tangle again, and went on ravelling it out, considering now the whole house of war in its structural aspect, which was strategy, in its arrangements, which were tactics, and in the sentiment of the inhabitants, which was psychology; for my personal duty was command, and the commander, like the master architect, was responsible for all.

The first confusion was the false antithesis between strategy, the aim in war, the synoptic regard seeing each part relative to the whole, and tactics, the means towards a strategic end, the particular steps of its staircase. They seemed only points of view from which to ponder the elements of war, the Algebraical element of things, a Biological element of lives, and the Psychological element of ideas.

The algebraical element looked to me a pure science, subject to mathematical law, inhuman. It dealt with known variables, fixed conditions, inorganic things like hills and climates and railways, with mankind in type-masses too great for individual variety, with all artificial aids and the extensions given our faculties by mechanical invention. It was essentially formulable.

Lawrence went on to do the math with regards to the size of the area he wished to “deliver” and how his enemy was likely to defend it. Then he hits upon his true weapon, that of ideas:

…but suppose we were (as we might be) an influence, an idea, a thing intangible, invulnerable, without front or back, drifting about like a gas? Armies were like plants, immobile, firm-rooted, nourished through long stems to the head. We might be a vapour, blowing where we listed.

(When it comes to Bull Run, I think this notion of an idea or ideal as a weapon needs to be explored. At this point of the war, the possibility of an ideological impact was greater than it would ever be again. In the north, some – even Lincoln – still held out hope that southern unionists were the key to bringing the wayward sisters home, so highly did they value the idea of “Union.” How, if at all, did this belief or hope affect Union strategy? There’s not much documentation to go on, but you have to wonder…)

Then Lawrence calculated the number of men his enemy would require to defend the ground, and the number required to achieve his aims. He moved on to the biological factor and makes some keen observations with regard to reserves.

[I] plunged into the nature of the biological factor in command. Its crisis seemed to be the breaking point, life and death, or less finally, wear and tear… A line of variability, Man, persisted like leaven through its estimates, making them irregular. The components were sensitive and illogical, and generals guarded themselves by the device of a reserve, the significant medium of their art. [Military theorist Colmer Freiherr von der] Goltz had said that if you knew the enemy’s strength, and he was fully deployed, then you could dispense with a reserve; but this was never. The possibility of accident, of some flaw in materials was always in the general’s mind, and the reserve unconsciously held to meet it.

The ‘felt’ element in troops, not expressible in figures, had to be guessed at…and the greatest commander of men was he whose intuitions most nearly happened. Nine-tenths of tactics were certain enough to be teachable in schools; but the irrational tenth was like the kingfisher flashing across the pool, and in it lay the test of generals. It could be ensued only by instinct (sharpened by thought practising the stroke) until at the crisis it came naturally, a reflex.

This last bit touches on the popular belief, which some claim was predominant at least in the North, that great military commanders are born, not made. That a military education and experience might sharpen those with the innate ability to excel in command, but that it could not provide it. That the great, natural soldier who would lead the armies to victory could emerge from any walk of life. Some of this would come to a head in the debate over the value of West Point in the wake of the defeat at Bull Run.





Yet another Distraction

17 07 2007

 

I’m about to embark on another Bull Run inspired distraction.  I learned early on in this process that if I was going to gain an understanding of not only what happened but why it happened, I was going to have to understand what motivated the primary actors to do what they did.  Recently, popular history has focused on psychological motivations.  Unfortunately, not only are most writers that have participated in this baneful practice not historians, they aren’t psychologists/psychiatrists either.  As a result what we get is a parlor trick, working backwards from an arbitrary diagnosis and picking out events or even unfounded speculations to “prove” the validity of the finding. 

While it’s certainly not as sexy, I think we can find more sound basis for decision making in the actor’s training, his past experiences, and what was known or assumed to be true at the time.  For instance, several authors dealing with First Bull Run have emphasized pre-battle incidents with masked batteries at Vienna and Big Bethel and how they affected the movements of McDowell’s army.  The explanations seemed to make sense to me at the time, with lots of evidence in newspapers and soldiers’ letters.  But what that really proved was that the newspapers and private soldiers were very concerned with masked batteries.  I’ve found that the movements of McDowell’s army can be more reasonably understood by looking at military doctrine (training) and limited resources, primarily cavalry.  Not very exciting, I know. 

To understand a little better the workings of the minds of guys like McDowell, Beauregard and Johnston, I felt it was necessary to do some “fancy book learning”.  First I sat down and read Makers of Modern Strategy – Military Thought from Machiavelli to Hitler, an old ROTC standard that has since been updated through the Nuclear Age, though I only read up through Clausewitz.  (While I realize Clausewitz was not translated until after the ACW, Halleck referenced him in his 1846 Elements of Military Art and Science, so reading the summary on him made sense.)  Then I read the 1862 edition of Jomini’s The Art of War.  Dry, dry, dry, let me tell you, but important to read if only because reading it helps you realize that most folks who talk about Jomini have never read Jomini.  Standard tactical manuals like Mahan’s Out-Post and Hardee’s U. S. Infantry Tactics are sitting on my shelves, too, as is the 1861 Revised Regulations for the Army of the United States.  And of course an understanding of the War with Mexico is essential, so I read Eisenhower’s So Far from God which is a nice overview, but I think I need something with more meat, perhaps K. Jack Bauer’s (no, really, Jack Bauer!) The Mexican War.  I’ve picked up some other interesting MW titles, including D. H. Hill’s letters, but I’m afraid of getting out of control.  Input from MW aficionados is welcome. 

chandler.jpgBut if there is one name which stands above all others as an influence on the minds of professional (and volunteer, for that matter) soldiers of the period it is Napoleon Bonaparte.  And if there is one book that is considered The Book on Napoleon and his campaigns it is David Chandler’s 1966 The Campaigns of Napoleon.  I finally found it (used, of course) at a reasonable price – $40.  This doorstop is 1,095 pages long, which will put me behind on my Bull Run reading, but I think it must be done.  I’m a s-l-o-w reader, so this will be the bulk of my reading for the next couple of months.  I received one valuable tip from my friend Dave Powell, who says I should read the bit on Art of War first and then read the whole thing in sequence.  Any other advice is appreciated. 

Later tonight or tomorrow I’ll post some thoughts on several sources of confusion regarding accounts of the action at Bull Run, including Sherman’s Battery (once again), Zouaves and red pants and/or shirts.