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A Brief History of U.S. Infantry Tactics (1855-1865)

BEFORE and during the Civil War, numerous manuals used in the instruction of the movements of infantry were written and utilized by the troops in conflict. There was much confusion in the early organizational days of each regiment in regards to drill, confusion that was tragically manifest in the movements of infantry during the first engagements of the Civil War. 

The manual that many officers and men were still most familiar with at the start of the war was Scott's Infantry Tactics  (1835) - the so-called "heavy infantry manual" - which continued to be utilized by a few units throughout the War (such as the 41st Ohio Veteran Volunteer Infantry).   Scott's tactics emphasized massed infantry concentrated on the march and on the battlefield, to maximize the effect of relatively inaccurate musket fire.  Revisions to U.S. infantry tactics were needed to respond to the move from muskets to longer-range, more accurate rifles.

Hardee's Rifle and Light Infantry Tactics  (1855) was the result of the realization of the value of skirmishers and rapidity of movement by American military thinkers in the early 1850s.  French military thought had a heavy influence on American military training and doctrine, and the 1838 tactics of the Duke of Orleans' Chasseurs a Pied introduced new developments in musketry and drill that would be the basis for the tactics used by both sides in the American Civil War.  

In the early 1850s, the Army began developing a new rifled musket to take advantage of the minie ball - a combination that promised greater accuracy and range.  To go along with this new rifle, then Secretary of War Jefferson Davis wanted a revised system of infantry tactics.  Revisions were necessary to bring U.S. infantry tactics in line with the long-range capabilities of the rifle - revisions that authorities would model on the French experience with the Chasseurs.

Learning from French Experience

In France, the first attempted solution to the introduction on new technologies (like the minie ball and rifled musket) was sheer speed of movement. Knowing for some time that something like Minie's system was inevitable, the French had begun developing a tactical countermeasure. It was to be a new style of infantry--battalions of athletes capable of sustained movement at the 'gymnastic pace' or jog. They were called, appropriately, the Chasseurs and the first units were deployed in the late 1830's. As Colonel Le Louterel put it in1848, "The new infantry ... would move so fast that they would be exposed to relatively few of the enemy's shots, and would demoralize him by their onset to the extent that his aim would be spoiled."

There were twenty Chasseur battalions in the French army by 1853. "They regarded themselves as a separate arm of the service. No longer was the infantryman to be fully under the control of his officers. He was to be master of his own fire--and indeed the Chasseurs had "dispensed with the word of command to 'fire' altogether."

The story of the French Chasseur drill manual then forked into two paths: discarded in Europe, adopted in the US. In France, the gymnastic pace was abandoned and they returned to older tactics. They had learned that men could not outrun bullets, no matter how fast they jogged.  However, as the Europeans were reconsidering the Chasseur drill by the mid and late 1850s, American officers were just moving to adopt their version of the drill.

Practical Effects of Hardee's Infantry Tactics

Brevet Lt. Col. William Joseph Hardee, then of the 2nd U.S. Dragoons, was selected to revise U.S. infantry tactics.  Hardee drew heavily on the contemporary French tactics and doctrine in an attempt to modernize the U.S. infantry into a faster, lighter force, capable of taking advantage of the new rifle.  Hardee finished his manual in 1854; it was tested, approved, then published in June 1855.

Hardee's Infantry Tactics was a modernization of American infantry drill at the company and battalion level, incorporating several important features of light infantry tactics into the field functioning of infantry. The most important tactical improvements, which took into account the long-range capabilities of the rifle, were an increased tempo where quick time (110 steps per minute) was the norm, and double quick time (165 steps per minute) was common, along with simplified instructions to deploy a column into line at the double quick, without first halting. Many of these innovations could be found in other manuals of the 1850s, but Hardee's became the official manual for the U.S. Army.

The manual of arms in Hardee's Tactics of 1857 was based on use of the 1855 rifle - a shorter 33-inch two-band rifle with sword bayonet.  However, more commonly in use with most of the Regular Army - as well as the state militias - were 42-inch barrel muskets (like the 1842 musket) or 40-inch barrel rifle-muskets (like the 1855 rifled musket - predecessor to the 1861 Springfield), both having socket bayonets. 

Officers trained at West Point since 1855 were intimately familiar with Hardee's methods, as his new drill manual was first tested there in 1854. Hardee himself was Commandant of Cadets from 1856-1860, during which period his manual was the primary infantry drill instruction.  

"Hardee's Tactics" have been the standard tactics of the army. But Hardee is a traitor, and in that respect, at least, his tactics are not approved. But, aside from that, Gen. Casey's tactics are deemed an improvement, and have just been officially adopted. This is a deserved compliment to a veteran soldier, whose scientific skill runs parallel with his loyalty and courage.

SYRACUSE DAILY JOURNAL August 29,1862

Hardee's Tactics produced some difficulty for units trying to learn the new evolutions.  More problematically, his manual of arms was awkward, and even sometimes impractical for the longer 3-band muskets (e.g., in fixing bayonets and stacking arms). This manual of arms was essentially the same as the old Sergeants' Manual in Scott's, but without Scott's primary manual for 3-band muskets.

Introduction of the 1861 Tactics.

At the start of the war most Union regiments used some combination of both Scott's and Hardee's (such as Baxter's Instructions for Volunteers), Ellsworth's Zouave Manual, and others) - accepting Hardee's rules for the exercise and manoeuvres of light infantry, but integrating elements of Scott's that were more practical for use with the longer 3-band rifles.   J. H. Patterson, then a young officer of the 11th US Infantry, recalled the manuals in use through 1861-1862: 

"I remember that the War Department issued to each officer the Ordnance Manual, Wayne’s Sword Exercise, the Army Regulations, and Scott’s Tactics. Scott was soon changed for Hardie (sic), the latter for U. S. Infantry Tactics, a change of title only, Hardie having gone over to the Confederacy."

The U.S. Army revised its Infantry Tactics in 1861  (Hardee having since resigned his commission and gone south to Georgia).  Those working on a revised U.S. Infantry Tactics, including Silas Casey, meant to replace the 1855 manual with a version more appropriate for use throughout the U.S. Army by troops typically armed with the longer 3-band muskets and rifled-muskets. 

The changes to the tactics actually were slight. The same basic shoulder movements were retained, as well as the "light infantry" concepts of skirmishers, double quick time, etc. However, those parts of his 1855 manual of arms that had been written specifically for the 2-bander were adjusted to suit the 3-bander.

The main differences lie in the position of the musket during loading, fixing and unfixing the bayonet, and the method of stacking arms (Casey's uses the "musket stack", while Hardee's uses the so-called "Kentucky swing").  Each of these movements was revised to take into account the greater length of the musket and rifle-musket over the rifle, and the socket bayonet instead of the rifle's sword bayonet.  Since company and battalion evolutions are basically the same between Casey's and Hardee's, the above are the only practical differences in moving from one manual to the other.

While numerous manuals persisted among the militia and volunteer regiments of the Union Army, the War Department attempted to impose some standardization in mid-1862 with the adoption of Brig. Gen. Silas Casey's Infantry Tactics - an update of the 1861 U.S. Infantry Tactics.  Procedures for other practical matters were codified in the Revised United States Army Regulations.  

Many U.S. regiments adhered to Casey's, while others, continued to refer to Hardee's.  Even within the same state, regiments were split on their use of manuals - the 4th Mass. Volunteer Militia used the Hardee manual through its 9 months of service in 1862-63, while the 33rd Mass. Volunteer Militia used Casey's in its 3 years of service from 1862-1865. 

Field Practicalities

American officers began to learn the defects of the Chasseur drill through brutal experience.  The carnage of Bull Run, Shiloh, Chantilly, Antietam, Fredericksburg, Chancellorsville and Gettysburg made the inadequacy of close-order bayonet assault obvious to nearly all.  Some of the more daring officers began to innovate.  Four innovations that emerged during the course of the war included successive lines, short rushes, and column assault.

Successive Lines:  Launching a succession of two-rank lines, about 150 yards apart, was intended to deliver successive waves of fire and shock.  The problem with this tactic was that the front waves often stalled and successive lines merged, vulnerably bunching the assault force.  

Emory Upton attempted a similar tactic at Spotsylvania, Va. on 10 May 1864. While Generals Meade, Hancock, Warren, and Burnside stationed themselves on hills from which they could observe the attack, Upton placed his men in three lines, each four regiments deep. He gave detailed orders for the first line to break left and right when within the enemy position, the second to halt at the enemy works and fire straight ahead, the third to lie down farther to the rear, and the fourth to stay in reserve at the edge of a wood 200 yards away. Upton carried the position but, finding himself three fourths of a mile ahead of the Union line with no prospect of support, he withdrew with about 1100 casualties on each side.

Attempts to utilize successive lines in practice demonstrated the difficulty in organizing attackers so as to saturate a defensive rifle line. 

Short Rushes:  The idea of taking cover just before each defending volley, then rising and rushing forward a few yards between volleys, occurred to many soldiers from the start. It was well known in the trans-Mississippi theater, where raids and ambushes were more common than set-piece battles, but was also seen farther east. At Fort Donelson on 15 February 1862, General Morgan L. Smith's brigade of two regiments was advancing in a succession of lines. On command, the second line moved up, formed on the left of the first, and both lay down. Meanwhile, their skirmishers continued to deliver what today's eye sees as embryonic suppressive fire. Each time defenders' fire slackened, the brigade would rise to its feet, rush forward, absorb its skirmishers and lay back down. At this point their skirmishers would again deploy forward and open fire. Repeating the cycle--dropping flat when enemy fire waxed, dashing forward when it waned--Smith's brigade "at length reached and carried the hostile position with but slight loss."

The technique had two problems. First, it failed when defenders refused to cooperate by firing volleys. Skirmishers could not effectively suppress aimed fire by people who outnumbered them. Trying to solve this by deploying more skirmishers, even to the point of comprising the entire assaulting force, sacrificed cohesion and momentum, reverting to the deadly but static firefight feared by the French. Second, the high degree of command control demanded more training and rehearsal time than volunteers were given. Civil war regiments, especially on the Union side, lacked collective experience because they were allowed to evaporate. Instead, recruits were formed into entirely new regiments, just as untrained as the last batch of lambs to the slaughter. Finally, trying to solve command control by adopting close order, so the officer was audible to everybody, just made it easier for unsuppressed defenders to cut them down. Despite its flaws, the technique yielded important rewards. It focused post-war attention on improving command control, aimed suppressive fire, and dispersion.

Column Assault:  An attempted solution to the tendency of assaulting troops under weak command control to lose momentum was the use of Napoleonic assault in column.  In this tactic, men in a column are swept along, with little opportunity to deviate or take cover.   Hardee's and Casey's tactics were based in large part on the idea of troops moving from place to place in column formation, but deploying into line for battle. A line formation in the assault delivers more firepower since everyone in both of its ranks can shoot. The column has more penetrating power since it overwhelms defenders with superior numbers at the point of impact. Its drawback is that only the first rank or two can shoot, even though all are vulnerable to being shot. Confronting only smoothbore muskets or slow- loading hunting rifles, Napoleon habitually attacked in column. Attacks in column were tried on at least two occasions during the Civil War. The heaviest Union column assault of the war seems to have been Hancock's II Corps at Spotsylvania on 12 May 1864. Twenty thousand Union infantrymen in close order formed a solid rectangle. To make them to rely on shock, the men of Francis Barlow's First Division went in with uncapped muskets. David Birney's Third Division, in contrast, was deployed in two lines, firing as they advanced. In the end, column formation was less than successful in solving the basic problem. Barlow's division took 2,393 casualties and Birney's suffered 1,015.

As with successive lines, experiments in column assault also demonstrated the deficiencies in Napoleonic tactics.

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