#Podcast – Interview with Dr Tyler Morton

#Podcast – Interview with Dr Tyler Morton

Editorial Note: From Balloons to Drones is pleased to announce our new podcast series. Led by Assistant Editor Dr Mike Hankins, the series builds on the success of From Balloons to Drones, and it provides an outlet for the presentation and evaluation of air power scholarship, the exploration of historical topics and ideas, and provides a way to reach out to both new scholars and the general public. You can find our Soundcloud channel here.

In our latest podcast, we interview Dr Tyler Morton to discuss his new book From Kites to Cold War: The Evolution of Manned Airborne Reconnaissance. Not only do we get some incredible stories about aerial surveillance (especially from the WW2-era), but we have a blast talking about our biggest “nerd moments” from the archives, and why that type of work is so powerful and exciting!

You can find a review of Tyler’s new book here.

811-jEbGabLDr Tyler Morton is currently a fellow at the Woodrow Wilson International Center for Scholars in Washington, DC. He is an active duty US Air Force officer who holds a PhD in Military Strategy from the Air University. He is the author of From Kites to Cold War: The Evolution of Manned Airborne Reconnaissance (2019). He can be found on Twitter at @ty_morto.

Header Image: A U-2C painted in a gray camouflage pattern called the ‘Sabre’ scheme in 1975. The camouflage replaced the usual black finish to ease British concerns about ‘spy planes’ operating from the UK. In Europe, this U-2 tested equipment to locate and suppress enemy surface-to-air missiles. (Source: National Museum of the United States Air Force)

#BookReview – From Kites to Cold War: The Evolution of Manned Airborne Reconnaissance

#BookReview – From Kites to Cold War: The Evolution of Manned Airborne Reconnaissance

Reviewed by Wing Commander Travis Hallen

Tyler Morton, From Kites to Cold War: The Evolution of Manned Airborne Reconnaissance. Annapolis, MD: Naval Institute Press, 2019. Illustrations. Notes. Bibliography. Index. Hbk. 328 pp.

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Hindsight tends to make the contingent seem predestined. This is why reading history is essential for those responsible for planning for the future. When military professionals engage with history to try and understand how decisions, events, and circumstances – many of which lie beyond their control – shaped the present, they better appreciate that future planning is not about prediction; it is about preparing for adaptation. This is the lesson I took from Lieutenant Colonel Dr Tyler Morton’s book From Kites to Cold War, published by the United States Naval Institute Press in 2019.

This may not have been the insight that Morton intended for his readers. The book is the published version of Morton’s 2016 USAF Air University PhD thesis, which aimed to educate airmen on how airborne intelligence, surveillance, and reconnaissance (ISR) evolved rapidly from novelty to necessity. Although Morton claimed that the book ‘is a unique account spanning two millennia of manned airborne reconnaissance history’ (p. 9), the book’s six chapters cover less than 200 years: from the Montgolfier brothers’ hot-air-balloon demonstration in 1783 to the Linebacker air campaign over North Vietnam in 1972. This is not a criticism of Morton; his treatment of those 200 years is detailed and engaging and lives up to the promise of providing a unique insight into the development of a capability that is now a cornerstone of modern military operations. Morton’s 200-year story of airborne reconnaissance is one of vision, innovation, hype, misstep, and adaptation. This is a story whose beginning and early evolution has interesting parallels to what is occurring today with a range of emerging technologies.

Most histories of air power begin at the turn of the 20th century with the development of dirigibles and heavier-than-air flight. Those seeking to establish a longer pedigree for military aviation may refer to the French use of balloons at the Battle of Fleurus in 1794. Morton’s first chapter covering the Montgolfier’s 1783 balloon demonstration through to the end of the Spanish-American War in 1898, therefore, fills a gap in air power’s historical narrative.

As Morton describes it, the 19th century was a period of civilian-led experimentation that enjoyed ambivalent support from militaries in Europe and the United States. Though contemporary militaries saw the potential for balloons to contribute to their armies’ situational awareness, many believed resources were better spent on more established capabilities. Using examples from the French Revolutionary period and the American Civil War, Morton shows how the tension between inventors, scientists, and entrepreneurs who demonstrated, but also oversold, the possibilities of airborne reconnaissance, and military leaders who needed to balance innovation with operational necessities shaped initial development efforts. The opportunity cost of an experimental technology versus tried-and-tested during a time of war hindered the military employment of balloons until the end of the 19th century.

It was during the first 15 years of the 20th century, the focus of chapter two, that the perceived benefits of military air power began to exceed the cost. Practical and operational demonstrations of airships and heavier-than-air machines sparked interest in militaries in Europe and the United States, leading to a growing acceptance of aviation’s future military role. Morton’s analysis of this period draws attention to the increasingly important role of empowered officers who drove progress in airborne reconnaissance. Officers such as then-Lieutenant Benjamin Foulois who envisaged the development of airborne reconnaissance as a system requiring the development of new technology and skill-sets beyond those associated with the aircraft itself, and who were empowered to drive the capability forward. Foulois’ career – on operations, as a member of the critical aeronautical boards before and after the First World War, and as Chief of the Air Corps – provided him with the opportunities within the military establishment to translate his vision into reality. His demonstrations of air-to-ground communications and aerial photography in support of US operations during the Mexican Revolution established the utility of airborne reconnaissance for key US Army leadership. In Foulois’ own words (p. 67), the Mexican operations ‘had proven beyond dispute […] that aviation was no longer experimental or freakish.’

Growing awareness in Europe and the United States of the military utility of airborne reconnaissance opened the door for the capability advocates when war came. It would not take long for the capability to prove its worth. Airborne reconnaissance enabled operational success on both sides of the First World War from the earliest stages of the war. It provided Allied commanders with intelligence on German manoeuvres that enabled the so-called ‘Miracle of the Marne.’ On the Eastern Front, German air reconnaissance of Russian force dispositions played a vital role in the German victory at Tannenberg; according to Field Marshal Hindenburg (p. 85): ‘Without the airplane there is no Tannenberg.’ Morton’s discussion of developments during the war in chapter three provides the reader with an appreciation of how the capability developed as a system comprising the air platform, cameras, communications, and the processing, exploitation, and dissemination (PED) of information. This was a logical progression of the pre-war developments, but, as Morton highlights, it was the character of First World War trench warfare (p. 86) that ‘gave aviation the chance it needed to solidify further its value as a force enhancer.’ The reduced mobility of ground forces created an intelligence gap which air power advocates and innovators ably filled. It was the development under real-world operational conditions that made airborne reconnaissance effective as it ensured the system evolved to meet requirements. This also had the effect of removing any lingering doubt about whether the capability had a place in future force structure. With its future assured, the next challenge was determining the exact form and function of that future capability. As the final three chapters highlight, this was not easy.

In chapter four, Morton covers the interwar period and the Second World War – a 26-year period during which there were significant advances in technology, concepts, and operational experience – in one page more than he covers the five years of the First World War. Surprisingly, this does not reduce the quality of the insights he provides. Morton focuses on two main areas during this period: the relative neglect of airborne reconnaissance into the 1930s as air power’s advocates struggled to define its role; and the wartime expansion of the reconnaissance role from imagery intelligence (IMINT) into signals intelligence (SIGINT). Opportunity cost remerged as a significant factor driving air power development during the interwar period. Ironically, as militaries and air power advocates struggled to clarify the role of air power, the tried-and-tested capability of airborne reconnaissance was neglected as investment flowed into more experimental and conceptual areas such as strategic bombing, a reversal of situation Morton describes in chapter one. However, new technologies and the character of operations during the Second World War created opportunities for innovative airmen and their adaptable organisations to consolidate and expand the role of airborne reconnaissance. The ubiquity of radar and radios increased the opportunities and requirement for collection against new sources; Morton does an excellent job describing the resulting emergence of SIGINT across all theatres. By 1945 the major disciplines of modern airborne reconnaissance were firmly established, but the challenge of prioritisation would continue to shape its development well into the Cold War.

Morton takes a different approach to deal with the Cold War. Rather than dividing the period arbitrarily into different time periods, he opts for a thematic approach. Chapter five explores ‘airborne reconnaissance as a strategic political instrument’. While chapter six, the book’s final chapter, examines airborne reconnaissance in the ‘hot wars’ in Korea, Cuba, and Vietnam. Of note, unlike previous chapters that have examined the developments internationally, the final two chapters focus solely on airborne reconnaissance in the United States. The unstated premise is that whereas previously the ideas and experiences of the other great powers had exerted an influence on the evolution of the capability this ceased to be the case after the end of the Second World War. Whether or not this is true is open for debate, but Morton’s discussion of the period does make a compelling, though implied, case.

In chapter five, Morton describes a period of consistent investment in and development of ‘strategic aerial reconnaissance’. The need to maintain awareness of Soviet capabilities to strike the United States and develop intelligence for targeting of US strategic strikes against the Soviet Union drove these developments. Soviet responses also played a role. As superpower competition grew and the Soviet’s began actively targeting US collection assets, political concerns began to impact the requirement for US reconnaissance capabilities directly. Morton describes how this interplay between collection requirements and political considerations drove improvements to sensor capabilities, giving rise to the Big Safari program, and the survivability of the collection platforms, leading to the A-12 Oxcart/SR-71 Blackbird, and the U-2. These were strategically significant capability improvements that were vital to the success of the US deterrence strategy.

While the United States focused its reconnaissance efforts on strategic requirements, the ability to meet tactical the demands for reconnaissance was neglected. In the book’s final chapter Morton describes how the United States adapted its strategic reconnaissance capabilities, and rapidly developed and implemented new tactical systems to meet the requirements of Korea, the Cuban Missile Crisis, and the Vietnam War. The most interesting aspect of this final chapter is not the technology, but the processes that were developed. In Korea, Colonel Karl Polifka implemented a tactical reconnaissance management system that deconflicted the multitude of requests coming into the 5th Air Force and tracked the status of the product; a process that sounds remarkably similar to today’s collection management process. During Vietnam, the integration of technology and process as part of the Teaball project – a system that enabled highly-classified SIGINT to provide near-real-time intelligence into USAF fighter cockpits over North Vietnam – contributed to an increase in the USAF’s kill ratio from 0.47:1 to 4:1. In the words of General John Vogt, then-Commander of the 7th Air Force (p. 204):

During Linebacker we were shooting down the enemy at a rate of four to one […] Same airplane, same environment, same tactics; largely [the] difference [was] Teaball.

Teaball is an appropriate way for Morton to end his history of airborne reconnaissance. The progress made technologically, organizationally, and procedurally from 1783 to 1972 is impressive; when you shift timescale from 1914 to 1972, that progress is even more spectacular. As Morton reflects when discussing the 1965 introduction of the communication-intelligence-equipped EC-121D Warning Star into the Vietnam conflict (p. 200):

In scarcely fifty years, airmen went from using smoke signals and dropped messages to a fully integrated communications capability delivering near-real-time SIGINT data directly to air and ground warfighters.

This progress was not smooth, nor was it predestined, it was the result of the creativity, vision, and perseverance of inventors, engineers, airmen, and military commanders who were able to adapt emerging capabilities to meet operational and strategic requirements.

From Kites to Cold War is an essential read for anyone involved in the present or future of airborne ISR. Morton’s well-written history of the first 200 years of airborne reconnaissance provides an appreciation of how the capability evolved into its modern form, particularly how the vision and adaptability of airborne reconnaissance advocates were crucial to progress. For the same reason, this book is also a useful read for those in the innovation game or involved in future force design. Although Morton’s aim was not to write a book on military innovation, this is essentially what it is. It is an instructive tale of vision, hype, experimentation, and adaptation that provides useful points of discussion and debate for those charged with integrating experimental technologies and ideas into future force structure.

Wing Commander Travis Hallen is a Royal Australian Air Force officer with a background in maritime patrol operations, and a co-editor of The Central Blue. He has had a long-term interest in the development and improvement of airborne ISR having conducted multiple operational deployments in that role. He is a graduate of the USAF School of Advanced Air and Space Studies. Wing Commander Hallen is currently in Washington, DC.

Header Image: After Francis Gary Powers was shot down over the Soviet Union during a CIA spy flight on May 1. 1960, NASA issued a press release with a cover story about a U-2 conducting weather research that may have strayed off course after the pilot reported difficulties with his oxygen equipment. To bolster the cover-up, a U-2 was quickly painted in NASA markings, with a fictitious NASA serial number, and put on display for the news media at the NASA Flight Research Center at Edwards Air Force Base on May 6, 1960. The U-2 cover story in 1956 was that it was a NASA plane to conduct high-altitude weather research. But various observers doubted this story from the beginning. Certainly the Soviets did not believe it once the aircraft began overflying their territory. The NASA cover story quickly blew up in the agency’s face when both Gary Powers and aircraft wreckage were displayed by the Soviet Union, proving that it was a reconnaissance aircraft. This caused embarrassment for several top NASA officials. (Source: Wikimedia)

#BookReview – Harnessing the Airplane: American and British Cavalry Responses to a New Technology, 1903–1939

#BookReview – Harnessing the Airplane: American and British Cavalry Responses to a New Technology, 1903–1939

Reviewed by Dr Tyler Morton

Lori Henning, Harnessing the Airplane: American and British Cavalry Responses to a New Technology, 1903–1939. Norman, OK: University of Oklahoma Press, 2019. Figures. Tables. Appendices. Notes. Bibliography. Index. Hbk. xi + 224pp.

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The advent of flying craft was, without doubt, a threat to the long-established roles of ground forces. Most historians are familiar with the intra- and inter-service battles that raged during the early days of aviation, but rare are the works that dive into specific details within the various army branches. Seeking to fill that historiographical gap, Lori Henning’s meticulously researched book does just that.

Harnessing the Airplane tells the story of how cavalrymen in the United States (US) and the United Kingdom (UK) dealt with the integration of aircraft – and to a lesser degree, the tank – into their branch. Analysing the first four decades following the aircraft’s invention, Henning shows that cavalrymen generally accepted the new technology, but were cautious about relinquishing the cavalry’s reconnaissance mission too hastily. Instead, the cavalry sought to experiment with aircraft to find ways to improve the reconnaissance service they provided to ground commanders.

Chapter one, ‘State of Affairs,’ sets the stage for the following analysis. In this chapter, Henning provides brief histories of the US and British cavalries. This baseline helps explain why both services saw the integration of the aircraft differently. The US cavalry embraced a wide range of missions and used the horse primarily for mobility purposes. This view of how to use horses led to strong resistance against aircraft as the US Cavalry viewed ground reconnaissance as one of its most essential functions. The British used the cavalry primarily for mounted combat and the pursuit of retreating enemy forces and this view allowed the British cavalry to be somewhat more accepting of aircraft.

Chapter two, ‘Early Response to Heavier-Than-Air-Flight,’ highlights the natural connection between aircraft and the cavalry. With reconnaissance being the first purpose of aircraft, cavalry reconnaissance was not surprisingly one of the first missions the aircraft sought to assume. In the earliest days, both nations’ cavalries acknowledged the potential of aircraft, but concluded that the technology was not sufficient; as Henning stated (p. 32):

The general consensus was that aviation would support the cavalry in the field as an auxiliary service and not replace mounted forces.

Chapter three, ‘Developing a Relationship in the 1920s,’ explores how both nations’ evaluated the First World War and the effectiveness of the new technologies that were introduced in that conflict. In the First World War, aircraft played a significant role while both cavalries were effectively absent. The public sentiment that the cavalry had become obsolete increased and cavalrymen in both nations had to defend their branch and find ways to justify its continued existence.

Chapter four, ‘National Economy,’ looks at the factor that may have been more damning to the cavalry than its poor performance in the First World War. In examining the financial arguments favouring aircraft over the cavalry, Henning provides a glimpse into reality. This was that the US and UK sought ways to decrease military expenditures and the aircraft’s proponents were more vociferous and persuasive in making this case than the proponents of cavalry.

Chapter five, ‘Autogiros and Mechanization,’ examines how cavalrymen continued to seek ways to work with the air forces to maximise both services’ effectiveness. By the 1930s, the relationship between air forces and cavalry had stabilised, but as time passed, airmen sought independence and increasingly focused on the strategic vice tactical use of aircraft. Both the British and American cavalry branches realised the need for its own air support, and as such, they turned to a new type of aircraft – the autogiro – to provide the airborne reconnaissance they needed.

Henning’s concluding chapter reminds us of the folly of abandoning functioning capabilities without first providing suitable replacements. Cavalrymen instantly recognised the potential of aircraft and tanks but approached their integration into the army from a cautious view. Despite being labelled as ‘backwards,’ the cavalrymen prudently sought ways to integrate the aircraft as its capabilities increased slowly. In telling this story, Harnessing the Airplane captures the essence of how organisations incorporate new technologies. Henning’s expert analysis highlights the challenge leaders face when presented with the next ‘game-changing technology.’ As she demonstrates, often, many are eager to go all-in without first ensuring that the ‘new’ can replace the ‘old.’ As we now stand at another technological crossroads with continual talk of replacing soldiers with robots, manned aircraft with drones, and analysts with artificial intelligence, this work highlights the rational approach of the early 20th century cavalrymen and provides a case study for today’s military thinkers to consider.

Dr Tyler Morton is currently a fellow at the Woodrow Wilson International Center for Scholars in Washington, DC. He is an active duty US Air Force officer who holds a PhD in Military Strategy from the Air University. He is the author of From Kites to Cold War: The Evolution of Manned Airborne Reconnaissance (2019). He can be found on Twitter at @ty_morto.

Header Image: Dayton-Wright DH-4s of the US 12th Aero Squadron flying liaison with US Army cavalry on patrol on the United States/Mexico border, c. 1920. (Source: Wikimedia)

#BookReview – Eyes All Over the Sky: Aerial Reconnaissance in the First World War

#BookReview – Eyes All Over the Sky: Aerial Reconnaissance in the First World War

By Dr Tyler Morton

James Streckfuss, Eyes All Over the Sky: Aerial Reconnaissance in the First World War. Oxford, UK: Casemate Publishers, 2016. Maps. Bibliography. Notes. Index. Hbk. 239 pp.

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Aviation historian after aviation historian has fallen into the trap of overlooking the important role played by airborne intelligence collection platforms during the First World War. Mystified with the glamorous images of Baron von Richthofen and Eddie Rickenbacker, the historical narrative has primarily focused on the exploits of the fighter pilot. This narrative has been fueled by a general lack of scholarly writing about the important role played by airborne-derived intelligence. In Eyes All Over the Sky: Aerial Reconnaissance in the First World War, James Streckfuss seeks to remedy the oversight.

From the dawn of war, military commanders have sought enhanced intelligence to assist decision making. For much of history, the quest for better information was limited to the use of spies or, at best, the ability to obtain improved vantage points from high terrain or even trees. Almost immediately after man achieved flight, military thinkers put the air platform to intelligence use and in June 1794 the French conducted the world’s first military airborne reconnaissance sortie when they used balloons to reconnoitre Austrian forces near the town of Maubeuge on the border with Belgium. Military use of the air asset proliferated and by the start of World War I, the balloon and the aeroplane were firmly entrenched in militaries around the world. In every case, the air assets were reconnaissance platforms. This point, more than any other, drives Streckfuss’ subsequent analysis of the importance of airborne reconnaissance in the war.

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A German balloon section mooring an observation balloon to a new position. (Source: © IWM (Q 54462))

After briefly outlining the early days of the balloon – and aeroplane – based reconnaissance, Streckfuss dives right into the tactical fight of the First War. Choosing first to highlight the little-known importance of balloon reconnaissance, Streckfuss thoroughly examines all the major combatants’ use of balloons comparing the challenges faced by each as they tried to maximise the impact of this still unfamiliar capability. Of note in this section is the advanced progress which the Germans had made as compared to that of the Allies. Count Ferdinand von Zeppelin’s determination to make Germany the air power envy of the world had resulted in considerable pride and dedication to balloons. When the war began, they were significantly ahead of the Allies. Unfortunately for the Germans, their commanders on the Western Front had not been convinced of the veracity of the intelligence their airborne reconnaissance platforms provided.[1] Thus, German commanders ignored the information provided by their airmen and instead made disastrous moves that eventually resulted in the famous German retreat to the Aisne River and the subsequent stalemate that characterised much of the war.

Over the next several chapters, Streckfuss lays out a well-told story of aviation’s wartime missions of artillery spotting, infantry liaison, and photographic interpretation. These chapters magnificently describe the primary missions conducted by the various air forces during the war. As the war was, by any estimation, a war of the ‘big guns,’ the importance of aviation to the artillery mission cannot be overstated. Due to air power, the artillery could now hit targets all over the battlefield – even deep behind enemy lines – with previously unheard of accuracy. As Streckfuss writes, airborne intelligence ‘held the key to making the artillery more deadly than it had been in any previous war’ (p.84).

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Air Mechanic Cecil Haliday of the Royal Flying Corps demonstrates a ‘C’ type aerial reconnaissance camera fixed to the fuselage of a BE2c aircraft. (Source: © IWM (Q 33850))

The book’s final chapter examines the reasons why the success of airborne reconnaissance was downplayed after the war. Thoroughly convinced that air power would be the dominant force in all future wars, airmen of the major victorious powers sought to free – or in the case of the British, keep free – their air arms from the control of the British Army and the Royal Navy. According to Streckfuss, this dogged drive for independence caused airmen to highlight the ‘power’ part of air power and to minimise the primarily ‘service’ role air power had played in the war. The ability to singlehandedly win a war was a far more compelling argument than the contributions the air forces had made in their support of the Army and Navy.

Streckfuss’ argument is compelling. Airborne reconnaissance was the primary purpose of air forces going into the First World War and, contrary to some beliefs, it contributed significantly to both victory and defeat. This new book is a welcome addition and helps fill a historiographical gap in the literature about the war and our general understanding of the importance of airborne reconnaissance. I highly recommend it for the air power expert and novice alike.

Dr Tyler Morton is a Lieutenant Colonel in the United States Air Force (USAF) and holds a PhD in Military Strategy from Air University. A graduate of the USAF’s School of Advanced Air and Space Studies (SAASS), he is currently converting his dissertation on the evolution of manned airborne intelligence collection into a book which he hopes to publish in 2017. His research interests include the history of airborne reconnaissance with a focus on airborne linguists, the role of intelligence in the formulation of grand strategy, and the importance of innovation to the next era of military capability.

Header Image: An RAF aerial photograph showing how the enemy attempted to conceal gun positions by artificial smoke screens, which were defeated by the use of the camera. (Source: © IWM (Q 12224))

[1] Eric Dorn Brose, The Kaiser’s Army: The Politics of Military Technology in Germany During the Machine Age, 1870-1918 (New York, NY: Oxford University Press, 2001), p. 191.