Bringing It All Back Home: How one sortie by the No. 1474 Flight RAF in December 1942 helped save the lives of countless aircrew

Bringing It All Back Home: How one sortie by the No. 1474 Flight RAF in December 1942 helped save the lives of countless aircrew

By Dr Thomas Withington

The weather was mild for early December as scattered showers, and high winds continued to visit RAF Gransden Lodge near Cambridge.[1] It was a shade after 02:00 on the morning of 2 December 1942 when Flight Sergeant Edwin Paulton (Royal Canadian Air Force/RCAF) gently rotated the yoke causing the Vickers Wellington Mk1C of the Royal Air Force’s (RAF) No. 1474 (Special Duties) Flight to unstick from the runway and climb into the East Anglian night.[2] Paulton’s sortie that autumnal evening was part of the RAF’s response to the growing intensity of the Luftwaffe’s defensive effort against Bomber Command’s attacks on targets in Germany.

Emil-Emil

With most of Western Europe’s occupation now complete, and the invasion of the UK postponed indefinitely by Adolf Hitler in September 1940 following the Battle of Britain, the German high command turned its attention towards bolstering the country’s defences against RAF Bomber Command.[3] Even with the commencement of the Axis invasion of the Soviet Union on 22 June 1941, which involved a significant effort by the Luftwaffe, this did not deprive Germany of fighter defences to resist the Command’s efforts.[4] These fighters were able to exact heavy losses and between July 1942 when the RAF commenced recording aircraft loss and damage to separate causes, and December 1942 Bomber Command lost 305 aircraft to fighters during the day and night operations; 2.3 per cent of all sorties despatched.[5]

C 5477
A low-level aerial reconnaissance photograph of the ‘Freya’ radar installations at Auderville, taken using an F.24 side-facing oblique aerial camera. (Source: © IWM (C 5477))

It was imperative for Bomber Command to staunch the bleeding. By late August 1942 Bomber Command understood the workings of the Luftwaffe’s integrated air defence system. The initial detection of incoming bombers was performed by a chain of FuMG-80 Freya ground-based air surveillance radars. A defensive ‘belt’ known as the Kammhuber Line, named after Generalleutnant Josef Kammhuber, the head of the Luftwaffe’s XII Fliegerkorps, stretched from Kiel in northern Germany southwest past Luxembourg. Behind this line lay all of Germany’s major cities and industrial centres including Cologne, Düsseldorf, Frankfurt, Hamburg, Hanover, and Stuttgart. Quite simply it was almost impossible for bombers to approach their targets without crossing this line. The line was subdivided into separate ‘boxes’ each covering 247 square miles (640 square kilometres). Within each box were two FuMG-62D Würzburg ground-controlled interception radars. One of these radars would hold the fighter in its gaze while another would search the box for a bomber. A ground controller would coordinate the interception seeing the position of the fighter and bomber on his radar screens. He would then bring these two together. Once the fighter was just short of one nautical mile/nm (1.8 kilometres/km) from the bomber, the ground controller would hand over the interception to the fighter. The crew would activate their Lichtenstein-BC airborne interception radar to locate the bomber and then press home their attack. All the while the fighter and the ground controller would remain in radio contact.[6]

The British Air Ministry issued a report in July 1942 which stated that Signals Intelligence (SIGINT) had revealed that from early 1942 the Luftwaffe’s night fighters had been using a device codenamed ‘Emil-Emil’. Little was known about this beyond the fact that it seemed to assist interceptions and may have used either radar or infrared technology to do so. Initially, this equipment appeared to be used exclusively by night fighters near Vlissingen on the Netherlands’ west coast. Further investigations revealed that by October 1942 Emil-Emil appeared to be in widespread service elsewhere in the night fighter force. Such was the discipline of Luftwaffe fighter crews and their ground controllers that the purpose of Emil-Emil was not betrayed in radio chatter.[7]

Experts from the Telecommunications Research Establishment (TRE), tasked with developing and producing electronic countermeasures for the British armed forces, collected radio signals on the East Coast which revealed transmissions on a 491 megahertz/MHz frequency strongly suspected of being transmitted by Emil-Emil.[8] This information was a breakthrough, but the relationship of these transmissions to Emil-Emil had to be confirmed. The only way to do so would be to fly one of the RAF’s SIGINT gathering aircraft from No. 1474 Flight into hostile airspace where there was a high chance that enemy fighters would be encountered. The rationale was to use the aircraft for two interrelated tasks. First, entice a night fighter into an attack and then record the characteristics of any hostile radio signals it transmitted. By doing this, it would be possible to determine whether Emil-Emil was an airborne interception radar. As always in electronic warfare, once it was discerned that the enemy was using a particular type of radar in a particular way, it would be possible to devise means to jam it.

Paulton and his crew were tasked with collecting SIGINT across an area stretching from the French north coast to Frankfurt in central Germany.[9] The specifics of the mission called for the Wellington, which was equipped with a radio receiver, to lure a fighter into an interception. The aircraft would then record the radio signals transmitted by the fighter. So far No. 1474 Flight had performed 17 sorties, but none resulted in the desired interception. Finally, on the night of 2 December, the Luftwaffe would cooperate, although this would almost cost the Wellington’s crew their lives.

Against All Odds

At 04:31, two-and-a-half hours into the flight, the aircraft was northeast of the Luftwaffe airfield at Pferdsfeld in southeast Germany. Paulton set a course to fly north. As he turned Pilot Officer Harold Jordan, the aircraft’s ‘Special Operator’ tasked with the SIGINT collection, began receiving signals which seemed to match those the crew were tasked to investigate. As the Wellington flew north, the signals became stronger. Jordan warned the crew that a fighter attack was likely. As Jordan received signals, he was passing this information to wireless operator Flight Sergeant Bill Bigoray (RCAF) who coded and transmitted them back to the UK. Ten minutes later the aircraft turned west to head for home while the signals received by Jordan were getting stronger still. At that moment cannon fire from a Junkers Ju-88 fighter slammed into the Wellington. Paulton immediately put the aircraft into a violent corkscrew turn in a bid to shake off the fighter. Jordan was hit in the arm but realised that the signals he was receiving were correct with Bigoray relaying this information back to base. Despite Jordan’s injuries he continued to record the transmissions while Bigoray continued to send coded messages, having received no ‘R’ transmission from base to indicate their reception. Unbeknownst to Bigoray, they had been received at 05.05. Flight Sergeant Everitt Vachon (RCAF), the Wellington’s rear gunner, managed to fire almost 1000 rounds at the Ju-88 but his turret was hit and rendered unserviceable, with Vachon wounded in the shoulder.[10]

The Ju-88 manoeuvred for another attack. This hit Jordan in the jaw but did not stop him operating his equipment and telling Paulton from which side the next attack would occur. Along with Jordan Flight Sergeant Grant, the front turret gunner was hit, as was Bigoray who was injured in both legs as he tried to free Grant from the turret. Grant was eventually being extricated by the navigator Pilot Officer Alexander Barry (RCAF). The third attack hit Jordan again, this time in the eye. Try as he might, he could no longer operate his radio receiver. Instead, he struggled forward to find Barry to show him how to operate the receiver so that the signals collection could continue. Nonetheless, now almost blinded this proved an impossible task.[11]

While Jordan had been trying in vain to instruct Barry Vachon had managed to free himself from the rear turret. He went into the aircraft’s Astrodome to provide a running commentary on the Ju-88’s position. Vachon was hit once again, this time in the hand, and Barry took over. Throughout the engagement, those in the aircraft had been thrown around like ragdolls as Paulton’s evasive actions saw the aircraft descend from 14,000ft to a mere 500ft. The Wellington suffered twelve attacks in total; six of which may have been successful. The damage to the aircraft was extensive: The port and starboard engine throttles were jammed. The front and rear turrets were unserviceable along with the starboard ailerons and trim tabs. The starboard fuel tank was holed and the hydraulics useless, causing both engines to run erratically. The aircraft’s pitot heads were also damaged preventing the airspeed indicator showing the plane’s velocity.[12]

Despite the Wellington’s near-mortal damage Paulton managed to reach 5,000ft altitude and crossed the coast ten miles northeast of Dunkirk at 06:45. Being mistaken for a hostile aircraft was an ever-present danger when RAF planes were returning from operations over the continent. Bigoray switched the aircraft’s IFF (Identification Friend or Foe) Mk.3 transmitter to squawk that the plane was friendly and sent out a mayday message. Deciding to ditch in daylight after realising that the Wellington’s landing light was insufficient to perform a safe water landing, Paulton asked the crew if anyone wanted to bail out. Bigoray asked to do so concerned that his leg would stiffen up so much that he would be unable to leave the aircraft once it was in the water. As he was about to jump, he realised he had not secured the transmission key of his radio to prevent it accidentally retransmitting. Moving back into the fuselage and in much pain, he secured the key and jumped landing near Ramsgate on the Kent coast. Paulton finally ditched the Wellington in the channel near Walmer beach, south of Deal. Even the aircraft’s dingy, packed for such eventualities, was a casualty and despite a valiant attempt by Jordan to plug some of the holes, it was unusable. Instead, the crew climbed on top of the Wellington, being rescued by a small boat some moments later.[13]

Results

The intelligence Paulton and his crew gathered on that fateful December night had implications for the rest of the war. Their actions enabled the TRE ‘boffins’ to not only confirm that the Emil-Emil device was the Lichtenstein-BC radar but also to divine the radar’s characteristics. Once these were known it was possible to develop an Electronic Countermeasure (ECM) in the form of the Ground Grocer jammer. This was installed at Dunwich on the Suffolk coast commencing operations on 26 April 1943.[14] The jammer would blast electronic noise at the Lichtenstein-BC across a waveband of 486MHz to 501MHz. Even for Luftwaffe fighters flying 120nm (222 kilometres) distant from the transmitter could have their radar ranges reduced to 1500ft (457 metres) from their usual range of four nautical miles (eight kilometres). This forced the fighter to come closer to the bomber to detect it in darkness; greatly increasing the chances of the bomber crew hitting the fighter as it commenced its attack.[15] Nonetheless, Ground Grocer was not bereft of imperfections: It tended to work best when a fighter was flying towards the transmitter and was generally used to protect bombers on their outward and return journeys. The official record notes that by the end of June 1943 Ground Grocer had caused six of the seven cases of radar interference reported by Luftwaffe fighter crews to their ground controllers.[16]

C 5635
A Royal Air Force Avro Lancaster bomber over Essen dropping WINDOW to interfere with ground gunners during a 1000 bomber raid on the city. (Source: © IWM (C 5635))

Ground Grocer was not the only ECM developed because of the intelligence obtained by the Wellington. By gathering details on the Lichtenstein-BC’s characteristics, the TRE was able to develop several versions of Window, arguably the most famous countermeasure of the Second World War, capable of jamming this radar. Window consisted of millions of metal foil strips cut to precisely half the wavelength of the radar they were intended to jam. The TRE also developed a system known as Serrate based on the same intelligence. This was one of the RAF’s most successful electronic systems of the war. Serrate was installed on De Havilland Mosquito fighters, entering service in September 1943. It detected transmissions from the Lichtenstein-BC allowing Serrate-equipped aircraft to find and attack fighters using the radar. Serrate was employed extensively over enemy territory contributing to the 242 Luftwaffe fighters that the Mosquitoes of Bomber Command’s No. 100 Group shot down following its introduction.[17] Moreover Ground Grocer, Window and Serrate may have hastened the withdrawal of the Lichtenstein-BC which was all but phased out of service by April 1944 in favour of new radars with improved resistance to such countermeasures.[18]

The Legacy

The endeavours of Paulton and his crew were relayed to the Chief of the Air Staff, Air Chief Marshal Sir Charles Portal who told them: ‘I have just read report of your investigation flight […] and should like to congratulate you all on a splendid performance.’[19] Their deeds were recognised with the award of a Distinguished Flying Cross for Barry and Paulton, Distinguished Service Order for Jordan and Distinguished Flying Medals for Bigoray and Vachon. It is miraculous that the Wellington returned to the UK yet the actions of Paulton and his crew helped pave the way for the development of ECMs which undoubtedly saved Bomber Command lives. Their legacy can still be seen today. Radar jammers are now standard equipment on most military aircraft venturing in harm’s way, illustrating how one sortie on a cold December night would have implications for airpower which are still felt today.

Dr Thomas Withington specialises in contemporary and historical electronic warfare, radar, and military communications, and has written numerous articles on these subjects for a range of general and specialist publications. He holds a PhD from the University of Birmingham.

Header Image: A Vickers Wellington Mark IC (R1448) of No. 218 Squadron RAF on the ground at RAF Marham, Norfolk. R1448 was presented to the RAF by the Gold Coast Fund. This was the mark of Wellington flown by No. 1474 Flight during the operation described in this article. (Source: © IWM (CH 3477))

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[1] Monthly Weather Report of the Meteorological Office, December 1942.

[2] The National Archives (TNA), AIR 50/503, No. 1474 Flight, December 1942.

[3] TNA, AIR 20/8962, War in the Ether: Europe 1939 to 1945: Radio Countermeasures in Bomber Command: An Historical Note (High Wycombe: Signals Branch, Headquarters Bomber Command, October 1945), p. 6.

[4] Ibid.

[5] Charles Webster and Noble Frankland, The Strategic Air Offensive Against Germany 1939-1945: Volume IV, Annexes and Appendices (Uckfield: Naval and Military Press, 2006), pp. 429-39.

[6] TNA, AIR 20/8962, War in the Ether, p. 9.

[7] Air Historical Branch, The Second World War 1939-1945 – Royal Air Force Signals, Volume VII: Radio Countermeasures (London: Air Ministry, 1950), p. 151.

[8] Ibid.

[9] TNA, AIR 27/1156, No.1474 Flight Operations Record Book.

[10] Ibid.

[11] Ibid.

[12] Ibid.

[13] Ibid.

[14] Air Historical Branch, The Second World War 1939-1945, p. 153.

[15] TNA, AIR 20/8070, Glossary of Code Names and Other Terms Used in Connection with RCM; AIR 20/8070, Ground Grocer.

[16] Air Historical Branch, The Second World War 1939-1945, p. 154.

[17] M.W. Bowman and T. Cushing, Confounding the Reich: The RAF’s Secret War of Electronic Countermeasures in World War Two (Barnsley: Pen and Sword, 2004), pp. 235-42.

[18] Air Historical Branch, The Second World War 1939-1945, p.154.

[19] TNA, AIR 27/1156, No. 1474 Flight ORB.

#AirWarBooks – Dr Randall Wakelam

#AirWarBooks – Dr Randall Wakelam

Editorial Note: In the fourth instalment of ‘Air War Books,’ Dr Randall Wakelam discusses the ten books that have influenced and shaped his writing as an air power historian. If you are interested in contributing to this series or From Balloons to Drones more generally, find out how here.

Since joining the Air Force more than 45 years ago, I have found that professional education for those working with air power has not been a forte of Canada’s Air Force. Much of what I have learned, I have done so out of curiosity and by selecting graduate courses and by doing graduate research that allowed me to satisfy my curiosity and develop a better understanding of air power. While I am critical of this circumstance in Canada I do not think it is unique; there are too many editorials, op-eds and notes from chiefs of service that attempt to get aviators to read if not write.

Having taught air power at the Canadian Forces College and now at an undergraduate and graduate level to officer cadets and civilian students, I continue to learn. In this teaching, I think I am comfortable with the notion that air power concepts introduced a century ago have now reached maturity regarding what air power effects can be applied and how. What is constantly in flux is the larger Geopolitical context of why and when one wants to apply air power effects.

The one other factor that I would want to bring into the formulation of this list is my desire to get inside the thinking processes of those who have developed air power concepts and then applied them. Thus, several the titles that you will see below are either biographies or studies of the human condition. In the case of biographies, I fully recognise that looking at the life stories of some of these actors comes with risks. Case studies of human and personnel questions are perhaps less risky but not without risk.

And now to the list, which is most certainly too short to do justice to the many other works that I have found important to me.

Philip Meilinger (ed.), The Paths of Heaven: The Evolution of Airpower Theory (Maxwell AFB, AL: Air University Press, 1997). This volume is without question the one work that I keep going back to. Admittedly written from a United States Air Force (USAF) perspective I have found the work balanced and useful in seeing the ‘long duree’ of air power thought and its application. I first read the book just after it came out but even now, twenty years later, do not find it particularly dated. Of great value is I.B. Holley’s summary and commentary. His criticism that the work ignores naval aviation serves as a caution to readers that while highly valuable the volume does have its limitations.

John Andreas Olsen (ed.), A History of Air Warfare (Washington D.C.: Potomac, 2010). This work fills the void of the last two decades since Paths of Heaven was published and provides readers with a different treatment of many of the same ideas and events presented in the former. For that reason, I think it provides a solid bookend to balance the USAF compendium. Also, the reader gets a good dose, perhaps too good of the air campaigns of the post-Cold War decades and three useful studies of current and future themes, most importantly small wars and space. The penultimate chapter, by Martin van Creveld, balances Holley’s commentary and leaves the reader with the ultimate question: has the age of air power come and gone?

Allan D. English, Understanding Military Culture: A Canadian Perspective (Montreal: McGill-Queen’s University Press, 2004). When I reviewed English’s book about a decade ago, I wrote that it was, for me at least, a volume that captured essential ideas about military culture, ideas that I might have benefited from even from my first days in uniform. In a relatively short but well-focused study, English laid out the elements of culture, looked at them through the lens of the USAF and then from the perspective of the Canadian air arm. At that time there was no the Royal Canadian Air Force (RCAF), as there had been up to the 1960s and as there is again today. The absences of that organisational title and the emotional trappings of an independent air service were all the more reason to read English’s book at the time. The comings and goings of organisations, from squadron to air forces that continue in all nations made and makes this work incredibly insightful.

Henry Probert, Bomber Harris: His Life & Times (Aylesbury: Greenhill Books, 2001). For a long time, I wanted to attempt to understand the thinking of Marshal of the Royal Air Force Sir Arthur Harris. Was he the wanton killer of German civilians that he was accused of being? How did he apparently hold the loyalty of his aviators? Probert’s study of the man gave me the answers that others did not. Bullheaded to the point of obstinacy – certainly more than not – but he did set out to apply the concepts and technology available to him to accomplish the task set for Bomber Command. Moreover, in this, we see not bombast alone but also a sharp intellect and a degree of flexibility and accommodation (that I would not have expected) and above all a desire to save the lives of his crews, or at least make their sacrifices count. Probert showed me Harris’ strengths and weaknesses, giving me a good picture of what any operational level leader might look like, warts and all.

Denis Richards, Portal of Hungerford (Tintern, MON: William Heinemann, 1977). If Harris is a good case study in operational level leadership, then Denis Richards biography of Marshal of the Royal Air Force Viscount Portal makes a good companion. Few of us will ever get to work at or even observe the work of senior air force leaders or to have exposure to the sorts of institutional level challenges they face, both within their service and across governments and coalitions. This book gives us that access, and it allows us to put the better-known struggles of the Royal Air Force (RAF) in its formative years into a more personal context where, as in the case of Harris, personal strengths and weaknesses – the human factor – contribute to success or precipitates failure.

Dewitt S. Copp, A Few Great Captains: The Men and Events That Shaped the Development of U.S. Air Power (McLean, VA: EPM Publications, 1989). This work has been my only deep dive into the USAF, and as I began to think more about culture, doctrines and effects, it seemed to be important to study not just one man or a few, but rather the birth and evolution of an air power community. I believe I found that in this work. It looks at the people and their professional growth, ideas, experiences, small ‘P’ politics and larger organisational conflicts.

John J. Zentner, The Art of Wing Leadership and Aircrew Morale in Combat, CADRE Paper no. 11 (Maxwell AFB, AL: Air University Press, 2001). This set of case studies looks at leadership in a flying organisation, arguably one of the hardest notions to explain to army and naval officers who generally lead within plain sight of their followers. Moreover, to be honest, how one leads in the air is often hard to describe, or at least it was before the recent decades of air operations, to aviators. Effective leadership should promote high morale, and Zentner posited that that strong morale is linked to aircrew control over the tactics they are to use in the air. During a period of relative global calm, he set out to test his concept in three case studies. He looked at two fighter leaders, one German and one American in the Second World War, and for a third case flows the leadership of a B-52 Wing Commander during the Vietnam War.

Allan D. English, The Cream of the Crop: Canadian Aircrew, 1939-1945 (Montreal: McGill Queen’s University Press, 1996). This work is focused on the personnel issues of the RAF and the RCAF, and thus we find an investigation into an aspect of air warfare every bit as important as technologies. English sets out to explore and comment on the impact of what today we recognise as post-traumatic stress disorder on Bomber Command aircrew. To do this he looks at the Royal Flying Corps experiences of recruiting and training during the First World War and how these, and societal cultural norms were adopted by the RAF and to a lesser extent the RCAF in the Second World War. He shows the significant difference in the policy adopted by the RCAF and how rehabilitation of stress casualties rather than their banishment could safeguard critical human resources.

Robin Higham and Steven J. Harris (eds.), Why Air Forces Fail: The Anatomy of Defeat (Lexington, KT: The University Press of Kentucky, 2006). Not every air campaign is a success and not every air service ensures the security of its home nation. In studying failures Higham and Harris edited volume expose us to valuable experiences of things gone wrong. More important than the various well researched and presented case studies is the introduction where the editors lay down a simple truth: ‘other things being equal’ the better air power ‘should’ prevail. They then go on to look at the range of ‘other things’ and here is the true value of the collection: the reader soon realises, or should, that there are almost countless factors in play that can cripple an air force, often long before a conflict begins. To codify these factors, Higham adapts Mahan’s characteristics of a maritime nation to identify where and how air power nations can and have failed.

Robert Grattan, The Origins of Air War: The Development of Military Air Strategy in World War I  (London: IB Tauris, 2009). Grattan, an RAF navigator, turned business professor in his later years, presents a study of air arms in the First World War. He argues that the leaders, flyers and even politicians and industrialists had nothing to go on and so national air arms were sort of a ‘design build’ enterprise with rapid advancement through trial and error. He looks at aircraft, weapons, personnel and tactics studying the advancements of each in relation to the others. The use of the word ‘strategy’ in his title is a bit misleading; ‘air power concepts’ would more accurately describe his focus in my view.

Dr Randall Wakelam teaches military and air power history at the Royal Military College of Canada. After graduating from RMC in 1975 he flew helicopters for the Army, becoming CO of 408 Tactical Helicopter Squadron in 1991. Along the way, he also had staff appointments in aircraft procurement and language training policy. Since 1993 he has been an educator, first in uniform at the Canadian Forces College in Toronto and now at RMC. His research and publishing focus on air power and military education.

Header Image: A group of pilots of No. 1 Squadron RCAF, gather around one of their Hawker Hurricane Mark Is at Prestwick, Scotland, c. October 1940. The squadron’s commander, Squadron Leader E.A. McNab, stands fifth from the right, wearing a forage cap. (Source: © IWM (CH 1733))

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Smashing the Axis: How the Allied Air Forces Supported the Purpose behind Operation HUSKY

Smashing the Axis: How the Allied Air Forces Supported the Purpose behind Operation HUSKY

By Alexander Fitzgerald-Black

In June 1943 a staff officer with 1st Canadian Infantry Division examined planning documents for Operation Husky, the invasion of Sicily. The operation to begin the Allied assault on Festung Europa’s soft underbelly was just weeks away. During his preparations, the officer came across an air staff memorandum. It read:

Owing to the small size of Malta which limits the number of fighter squadrons which can be based there, and the distance from the beaches, it will not be possible to maintain standing patrols over the assault areas except for the first few hours after the battle starts.

The large number of Air Forces taking part in the operation […] will be employed in bombing and “sweeping” enemy airfields and communications in order to gain air supremacy and prevent Axis aircraft from interfering with our assault forces. It is probable, therefore, that few friendly aircraft will be seen by our forces on the beaches after the first few hours and the reason for this should be carefully explained to assaulting troops […] it should be made clear that, although few Allied aircraft are visible immediately over their heads, considerable air forces are, in fact, operating continually in support of them.[1]

The Canadian division was entering combat for the first time. However, it was to fight as part of British Eighth Army, famous for its victory at El Alamein under Lieutenant-General Bernard Montgomery. Years of fighting the Germans and Italians in the desert had allowed the Royal Air Force (RAF) to hone its support for land campaigns. Air Commodore Raymond Collishaw and Air Vice-Marshal Arthur Coningham put into practice an air support doctrine that privileged concentration of force.[2] The priority for an air force supporting the army (or navy) was to secure air superiority. The second was to disrupt the enemy movement of reinforcements and supplies behind the lines. Close air support of ground troops in combat with the enemy was third, much to many army commanders’ dismay.

3 - Italy roads and airfields (rails) FINAL
Italy’s Aerodromes and Railways (Source: Dr Mike Bechthold)

Many (but not all) British Army commanders felt that this order was incorrect. Instead, they desired control of their own air force in support of ground operations and an air umbrella that would protect their advancing forces. The British Army had tried this approach and failed in the Western Desert. During the attempt to relieve Tobruk in Operation BATTLEAXE the British Army demanded that the RAF establish an air umbrella over the battlefield. Under Air Marshal Arthur Tedder, the RAF caved to the British Army’s requests, even though they believed this to be a highly inefficient use of resources. This decision ultimately contributed to BATTLEAXE’s failure.[3]

From then on, the RAF in the Mediterranean guarded against the tendency of army commanders to request for what senior airmen called ‘penny packets,’ smaller groups of aircraft assigned to a ground commander. They also endeavoured to convince their army counterparts that the RAF’s optimal use in support of ground forces was as long-range artillery. This explains why the Air Staff memorandum included in planning documents issued to the assault forces. Aircraft should be concentrated against Axis airfields, ports, transportation networks, or shipping beyond the reach of land or sea forces to stop or limit the enemy’s ability to interfere with the land operation. During Operation HUSKY, Air Chief Marshal Sir Arthur Tedder, commander of all Allied air forces, used his air forces effectively according to the priorities set out above.

20 Naples 1
This photograph provides an excellent visualisation of concentrated targets in Naples, Italy. Numbers 1 to 5, 7, and 8 indicate wrecked or damaged vessels at the docks, while numbers 6 and 9 indicate a grain elevator and airframe works respectively. The railway yard is immediately above the airframe works (Source: US Air Force photo 27493 AC)

I have discussed the air superiority and close air support functions in previous posts. The remainder of this article will focus on the role of interdiction strikes in support of the army and its purpose in Sicily.

Why were the Allies landing in Sicily? At the Casablanca Conference in early 1943 superior British staff work and arguments led to the decision to invade Sicily once the Allies secured North Africa. General George C. Marshall, America’s top soldier, argued for Operation ROUNDUP, a cross-Channel invasion from the United Kingdom in spring 1943. He felt that this was the best way to ease pressure on the Soviets in the east. Marshall’s British counterpart, General Sir Alan Brooke, had a different assessment. There were 42 German divisions in France, more than enough to contain whatever force the Anglo-Americans could get across the Channel in 1943.[4] The Eastern Front would benefit little from Marshall’s plan. However, what if the Allies knocked Italy out of the war in 1943? The Italians had some 54 divisions, 2,000 aircraft, and the still-formidable Italian navy.[5] If Italy surrendered, it was logical to expect that the Germans would replace these losses with their forces. Nazi Germany had already shown a willingness to send forces to the Mediterranean in a crisis. They had done it in the Balkans and the Western Desert in 1941 and Tunisia in late 1942. Forces defending southern Europe could not support operations on the Eastern Front. Nor could they stand watch on or behind the Atlantic Wall waiting for the inevitable cross-Channel invasion. This was the plan the Allied air forces supported.

As news filtered in about the success of Allied landings in Sicily (under temporary air umbrellas established by fighters based in Malta, Gozo, Pantelleria, and even Tunisia), Tedder was already looking ahead to future operations in support of the Allied strategy. He wrote to his superiors in London:

Should the next week’s operations go well, I have been considering possibility of staging really heavy blows at, say, three vital centres in Italy. The whole of the Liberator force on Naples before it has to stand off to train for Tidalwave, the whole B.17 force on Rome, and if possible Harris’s Lanchester force on another shuttle service attack on suitable targets in N. Italy. All attacks simultaneous. Feel moral effect of such operations might be vital, especially if attack by shuttle service included [sic].[6]

With the landing force firmly ensconced in Sicily, Tedder unleashed his strategic bombers in another round of attacks. He hoped that Italy – tired of three years of war, having suffered massive casualties at Stalingrad and Tunis, and with Allied forces on their doorstep – was ripe for capitulation. Allied bombers in North Africa targeted Naples and Rome in particular. Both were significant as transport hubs, but Rome had the added prestige of being an Axis capital.

The Allied air forces had already paralysed the Sicilian railway system; now their focus shifted to the mainland. Naples was southern Italy’s most important railway junction. From 15 to 18 July 1943 the city suffered bombardments from United States Army Air Force B-17s, B-25s, and B-26s by day and RAF Wellingtons by night. Some RAF Boston light bombers even acted as pathfinders for a force of American B-25s, operating at night. The raids targeted the city’s marshalling yards, war industries, and nearby aerodromes.[7] According to a report by Solly Zuckerman’s Bombing Survey Unit using evidence assembled after the Allies took the city in October, ‘Naples was wiped out as a railway centre after the July attacks.’[8]

On 19 July the skies darkened over Rome as a combined force of nearly 600 medium and heavy bombers struck railway yards, war industry, and aerodromes within or near the city. Realizing the enormous political ramifications of this raid, the American aircrews were thoroughly briefed. They were to avoid targeting the Vatican, and the raid was preceded by dropping leaflets to warn the local population of the pending attack. Despite these and other efforts to prevent civilian casualties the bombers still killed between 1,700 and 2,000 people.[9] The raids effected a 200-mile gap in the railway system from Rome to Naples for 48 hours and contributed to the wider campaign of paralysing the Italian railway system by destroying rolling stock, locomotives, and their repair facilities. The trains were no longer running on time in Italy.[10]

24. Littorio 2
Wrecked rolling stock at the Littorio Rail Yards near Rome, Italy (Source: US Air Force photo B-62176 AC)

More importantly, the raid on Rome helped to drive the Italians out of the war. At the time of the raid, Benito Mussolini was meeting Adolf Hitler at Feltre in northern Italy. Mussolini’s task for this meeting was to secure his country’s removal from the war. He failed as an irate Hitler shouted him down, complaining about the failure of the Italians to provide adequate bases for the Luftwaffe and the resulting heavy losses the Germans had suffered defending Sicily.[11] Mussolini returned to Rome when he heard about the raid and less than a week later King Victor Emmanuel III replaced him with Marshal Pietro Badoglio. The new government set about contacting the Allies to sign a separate armistice, which they did on 3 September 1943.

Popular accounts feature Hitler’s response in the form of the operation to rescue Mussolini. What is more critical is Operation Achse. This was a plan for German forces to disarm Italian forces in Italy, the Balkans, and southern France in the event of an Italian defection or surrender. In addition to the four German divisions fighting in Sicily, a further ten were already on their way to Italy or had just arrived.[12] The German force in Italy would grow to nearly 25 divisions at the time of the invasion of Normandy.[13] Even without counting the German forces arrayed in southern France and against Tito’s Partisans in the Balkans, the Allied strategy set out at Casablanca had worked.

The Allied aims for Operation HUSKY were to open the central Mediterranean to Allied shipping, topple Italian fascism, force the Nazi high command to defend southern Europe on its own, and secure bases from which to continue the war in Italy. The American, British, and Canadian armies fighting in Sicily played their role in this mission with the support of the Northwest African Tactical Air Force, capturing the island by 17 August 1943. However, so too did the Strategic Air Force. Their raids on mainland Italian railway transport made Axis resupply efforts difficult and forced the enemy to use other less efficient methods to move their forces and supplies. This approach would later become the basis for the Transport Plan in support of Operation OVERLORD in 1944.[14] These same raids brought pressure on the Italian state to shed Fascism and change sides in the war. In this way, the strategic mission of the Allied soldiers and the Allied airmen (even those flying missions hundreds of miles away from the front) were one in the same.

Author’s note: As an aside, while the Allied air forces managed to paralyse the Sicilian and southern Italian railway systems in mid-1943, they were also unable to stop the Axis evacuation of Sicily in August. Should air commanders be held to account for failing to prevent the successful Axis evacuations across the Strait? I will save this topic for a future post, but you can always read Eagles over Husky to examine my answer.

Alexander Fitzgerald-Black is an Assistant Editor at From Balloons to Drones. He has a Master of Arts in Military History from the University of New Brunswick and is a Master of Arts in Public History candidate at the University of Western Ontario. Alex’s first book, Eagles over Husky: The Allied Air Forces and the Sicilian Campaign, 14 May to 17 August 1943, was published in early 2018. His research interests include air power in the Second World War, with a particular focus on the Mediterranean, and Canadian military history. He operates a blog at alexfitzblack.wordpress.com and can be reached on Twitter @AlexFitzBlack.

Header Image: Armourers are fuzing a 4,000-lb HC ‘Cookie’ bomb at Kairouan West, Tunisia, before loading it into a Vickers Wellington MkX of No. 205 Group RAF, during preparations for a night bombing raid on Salerno, Italy, before Operation AVALANCHE in September 1943. Another airman carries winches aft of the bomb-bay to manoeuvre the bomb underneath the aircraft. (Source: © IWM (CNA 4071))

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[1] Library and Archives Canada, R112-104-3 Kardex System, Vol. 10868, War Diaries Canadian Planning Staff Files, March to June 1943, Air Staff Memorandum.

[2] For a new interpretation that gives Collishaw proper credit for these developments, see: Mike Bechthold, Flying to Victory: Raymond Collishaw and the Western Desert Campaign, 1940-1941 (Norman, OK: University of Oklahoma Press, 2017), p. 4.

[3] Ibid.

[4] Mike Peters, Glider Pilots in Sicily (Barnsley: Pen & Sword Books, 2012), p. 3.

[5] Douglas Porch, The Path to Victory: The Mediterranean Theater in World War II (New York, NY: Farrar, Straux and Giroux, 2004), p. 417.

[6] The National Archives (TNA), Kew, UK, AIR 20/3372, Cypher telegram from Air Chief Marshal Sir Arthur Tedder to Air Chief Marshal Sir Charles Portal, 10 July 1943. There had been earlier shuttle runs using Avro Manchester and Lancaster bomber aircraft. These runs were deemed logistically unsound and Bomber Command settled for attacking the industrial cities of northern Italy from bases in the United Kingdom.

[7] TNA, AIR 23/6325, Northwest African Air Force operation ‘Husky’ report, Part A: The Invasion and Conquest of Sicily, pp. 9-10.

[8] The Solly Zuckerman Archive, University of East Anglia, Bombing Survey Unit/6/7, Air Attacks on Raid and Road Communications, Appendix II, Part 3.1: Naples pp.98-99.

[9] Richard Overy, The Bombing War: Europe 1939-1945 (London: Penguin Books, 2014), p. 524.

[10] Alexander Fitzgerald-Black, Eagles over Husky: The Allied Air Forces and the Sicilian Campaign, 14 May to 17 August 1943 (Solihull: Helion & Company, 2018) pp. 112-6.

[11] Albert N. Garland & Howard McGraw Smyth, The United States Army in World War II: The Mediterranean Theater of Operations: Sicily and the Surrender of Italy (Washington, DC: Office of the Chief of Military History, 1965) p. 243.

[12] List compiled from Ibid., P. 248 and 293, and Helmut Heiber & David M. Glantz (eds.), Hitler and His Generals: Military Conferences 1942-1945 (New York, NY: Enigma Books, 2004).

[13] Porch, The Path to Victory, p.656.

[14] Stephen Bourque, Beyond the Beach: The Allied War Against France (Annapolis, MD: Naval Institute Press, 2018), p. 152.

#BookReview – Flying Against Fate: Superstition and Allied Aircrews in World War II

#BookReview – Flying Against Fate: Superstition and Allied Aircrews in World War II

By Dr Brian Laslie

S.P. MacKenzie, Flying Against Fate: Superstition and Allied Aircrews in World War II. Lawrence, KS: University Press of Kansas, 2017. Appendices. Notes. Bibliography. Index. Hbk. viii + 256 pp.

9780700624690

I do not consider myself superstitious. Being a Historian is not a career field where one feels the need to be ‘lucky.’ That being said, I will admit to having more than a few sports shirts and hats that I consider lucky. I also admit to wearing a ‘rally cap’ from time to time, you know when I need the baseball gods to allow a game-winning hit. These instances, in reality, do not matter. I do not (nor should I) consider them life and death issues. However, I can think of instances where being superstitious seems completely warranted. S.P. MacKenzie’s new work Flying Against Fate: Superstition and Allied Aircrews in World War II is a concise and laser-focused study that delves into the steps taken by allied aircrews (British and American) to ensure their survival using methods that MacKenzie calls ‘magical thinking,’ what is recognised universally as superstition.

MacKenzie breaks his examination of aircrew superstition into asking for miracles (religion), Talismans and Mascots, Incantations and rituals, Jinxes and Jonahs, and Numbers and symbols. MacKenzie’s work goes a step further than many other works that look at the motivations of soldiers, sailors, airmen or marines. It is often said, aircrews and soldiers on the ground fought for each other, but what motivated them as individuals? What made them capable of climbing into their aircraft despite the overwhelming sense of fear or dread and the knowledge that the chance of death was weighted heavily against their survival? MacKenzie points to the belief that a ritual, charm, or item protected them from harm.

MacKenzie shows that between training accidents, accidents in theatre, and actual combat the chances for survival among allied aircrews was low.

In practice this meant tours in which statistically speaking, the chances of being killed, wounded, or taken prisoner usually exceeded those of emerging unscathed. (p. 6)

Over the course of hours flown or combat missions completed, ‘only 25 percent of heavy-bomber crewmen were emerging unscathed from their twenty-five mission combat tours.’ (p. 7) Though the number of tours increased throughout the war and with death so nearby, it was no wonder these men turned towards a power beyond their control. The logical fallacy of Post hoc ergo propter hoc (after this, therefore because of this) often played into the beginnings or creation of superstitious aspects of flying during the war. Perhaps a coin or photograph discovered in a pocket after a particularly harrowing mission or a gift of a lucky rabbit’s foot by a friend. It seems almost anything could take on special meaning to a flyer.

FRE_002761
Major J.A. Goodson, the so-called ‘King of the Strafers,’ never flew without a signet ring talisman. (Source: © IWM FRE 2761)

On the importance of religion, MacKenzie demonstrates that American crew members were more likely to attend either a service or speak with a religious figure than their British colleagues. Church attendance declined in England in the first half of the century (perhaps because of the impact of First World War) while it increased in America, but religious aspect aside both nation’s aircrews put plenty of stock in other aspects of ritual and talisman to ensure their safety. If not religion, then aircrews turned to items or rituals, anything they believed gave them against the death that was surely coming for them. Magical thinking was not limited to junior officers or line pilots. Towards the end of his work, MacKenzie also lists several very senior air commanders who each held their own superstitions. It seems rank or position provided no hindrance to the necessity of using magical thinking to protect one’s place on the Earth during the Second World War.

While MacKenzie adds that this magical thinking was not universal, it did play a role in many of the aircrew’s lives throughout the war. In the closing pages of Flying Against Fate, Mackenzie states:

The place of magical thinking in other professions where skill cannot fully substitute for luck – notably sports – continues to be subject to academic research and interpretation’ (p. 103).

Indeed, if there is a critique of this work, it is that the link between superstition and high-performance activities, war and sports should have been made earlier and with more emphasis. MacKenzie’s study partners well with Mark Wells’ Courage and Air Warfare.[1] MacKenzie also admits to looking only at British and American aircrews and a study that the role of magical thinking and superstition played in the Axis powers, or other allied nations would undoubtedly bring further clarity to the roles and actions of airmen during the Second World War writ large.

Although a relatively short work, MacKenzie has created an indispensable book for those interested in the motivations of allied aircrews who looked for any means necessary to ensure their survival. The author mastered telling his story in a concise and yet heavily researched material that prevents both sources and a heavy dose of first-person accounts. This appeals not only to those interested in aviation history or air power in the Second World War but those interested in the mechanisms used to cope through Total War. As such historians and those interested in the psychology of the military and professionalism in the force will find much to consider.

Dr Brian Laslie is an Assistant Editor at From Balloons to Drones. He is also a US Air Force Historian and currently the Deputy Command Historian at North American Aerospace Defense Command (NORAD) and United States Northern Command (USNORTHCOM). A 2001 graduate of The Citadel and a historian of air power studies, he received his Masters’ from Auburn University Montgomery in 2006 and his PhD from Kansas State University in 2013. He is the author of Architect of Air Power: General Laurence S. Kuter and the Birth of the US Air Force (2017) and The Air Force Way of War (2015). The latter book was selected for the Chief of Staff of the Air Force’s 2016 professional reading list and the 2017 RAF Chief of the Air Staff’s reading list. He can be found on Twitter at @BrianLaslie.

Header Image: Squadron Leader T. Sweeney, the Roman Catholic chaplain of an RAF wing operating in Central Burma, conducting Mass in a wooden pagoda which has been made into a chapel. (Source: © IWM (CF 394))

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[1] Mark K. Wells, Courage and Air Warfare: The Allied Aircrew Experience in the Second World War (London: Frank Cass, 1995).

The Rise of Armed Unmanned Aircraft – Part One

The Rise of Armed Unmanned Aircraft – Part One

By Dr Peter Layton

Editorial Note: In the first part of a two-part article, Dr Peter Layton explores the evolution of the armed unmanned aircraft from its first use in the Second World War through to the First Gulf War.

In the Solomon Islands off Australia’s northern shores, on the 19 October 1944, a US Navy flown, Interstate Aircraft-built TDR-1 dropped a mix of ten 100lb and 500lb bombs against Japanese gun emplacements on Ballale Island.  This was the first operational armed unmanned aircraft attack in history.

The twin-engined unmanned aircraft involved was just one of some fifty sent into combat in late 1944 with Special Task Air Group One. The armed unmanned aircraft took off under radio control that was then transferred to accompanying manned TBM-1C Avenger control aircraft for the long transit to the target area. The control aircraft remained some 8-12 kilometres outside of the ground defences while using a data linked real-time video picture displayed on a cockpit mounted television screen for close-in guidance. Few of the Air Group personnel involved had even seen a television set before they joined the unit. Their feats would not be replicated until early in the 21st century.

In truth, while after 1944-armed unmanned aircraft continued to attract considerable interest and at times funding, the technology available was too immature. The crucial issue was to find technological solutions that could overcome the many problems arising from not having a person in the aircraft. Finding the right blend of complex technological solutions took several decades, but this was not enough to see armed unmanned aircraft fly again in combat. There had to be a compelling operational need only they could best meet.

Curiously enough, the next armed unmanned aircraft was again operated by the US Navy. In the 1950s, the US Navy was concerned that the Soviets were building submarines faster than it could build anti-submarine warfare (ASW) destroyers. The solution was to upgrade a large number of old Second World War vessels, but these were too small to operate manned ASW helicopters from. Soviet submarines of the time could fire on ASW destroyers at longer ranges than the destroyers could fire back. A helicopter that could drop homing torpedoes was necessary to allow them to engage first. The answer was the small QH-50 Drone Anti-Submarine Helicopter controlled by the ship’s crew through a line-of-sight data link and able to deliver two MK-44 ASW homing torpedoes where and when required. There were numerous problems and many crashes, but hundreds were built and saw service throughout the 1960s.

QH-50 enthusiasts consider the more pressing operational demands arising from the worsening Vietnam War prematurely killed the unmanned helicopter off, and in this, they may be right. In the second half of the 1960s, there was a significant air war almost daily over North Vietnam. Attacking US Air Force (USAF) and US Navy strike aircraft were pitched against a continually improving Soviet-equipped integrated air defence system featuring the latest SA-2 and SA-3 Surface-to-Air Missile systems. Bomb damage assessment was a real problem; bad weather and the heavy defences made manned aircraft reconnaissance problematic.

QH-50C_DD-692_1969
A QH-50C anti-submarine drone hovers over the destroyer USS Allen M. Sumner during a deployment to the Mediterranean Sea in 1969. (Source: Wikimedia)

The solution was a fast jet, unmanned aircraft and again hundreds were built, and thousands of sorties flown. These Ryan Lightning Bugs were launched from modified C-130 transport aircraft, flew pre-planned missions and were then recovered using a parachute that was caught in mid-air by a large helicopter. This was an inflexible and expensive way to do business that only fitted the oddities of the Vietnam air environment. With the war’s end in 1975, interest also faded albeit after some trials of armed unmanned aircraft carrying bombs and missiles.

The USAF’s focus shifted to the European Central front then characterised by strong air defences, long-range fighters, a harsh electromagnetic environment and extensive jamming. Launching and recovering unmanned aircraft using slow, vulnerable C-130 transports and CH-53 helicopters in such a hostile air environment looked both very unappealing and most probably operationally ineffective.

The need that drove TDR-1 development however remained. When attacking well-defended targets in a significant war, aircrew survivability was still a real concern. In the late 1970s, the aircrew losses in a new major European War looked as though they would be exceptionally heavy, but there would not be time to bring newly trained aircrews into service as in the Second World War: what should be done? Could armed unmanned aircraft meet the need? After much thought and numerous experiments, the answer adopted instead was to invest sizable funds into high performance manned aircraft equipped with stand-off precision-guided weapons that lowered the sortie numbers required to inflict the necessary damage, field a fleet of electronic warfare attack aircraft able to defeat hostile SAM systems and build secret stealth bombers, the F-117 fleet. This approach was stunningly validated in the short very successful air campaign of the 1991 Gulf War.

Unmanned aircraft lost out not because of aviator biases as some assume but because of their technological immaturity, their relative operational ineffectiveness and their prohibitive costs. Other systems were just plain better. Unmanned aircraft were left as a potential solution in search of a mission. However, the world was about to change.

Dr Peter Layton is a Visiting Fellow at the Griffith Asia Institute, Griffith University. His PhD is in grand strategy, and he has taught on this at the US National Defense University. He is the author of the book Grand Strategy.

Header Image: An Interstate TDR-1 at the National Museum of Naval Aviation, Pensacola, Florida. (Source: Wikimedia)

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Education for 21st Century Aviators

Education for 21st Century Aviators

By Colonel (ret’d) Dr Randall Wakelam[1]

Editorial Note: Between February and April 2018, The Central Blue and From Balloons to Drones, will be publishing a series of articles that examine the requirements of high-intensity warfare in the 21st Century. These articles provide the intellectual underpinnings to a seminar on high-intensity warfare being held on 22 March by the Williams Foundation in Canberra, Australia. In this article, Dr Randall Wakelam examines the importance of education for aviators in the 21st Century. While drawing on the experience of the Royal Canadian Air Force, Wakelam argues that while the value of education is often hard to quantify, it is nonetheless an essential aspect in the development of airman who needs to master the profession of arms and the challenges associated with that idea. His argument transcends national boundaries and applies to any large, medium, or small air force seeking to prepare for the challenges posed by the future operating environment.

I have a prejudice: My prejudice is that airmen do not like thinking: Airmen are obsessed with bombs, fuses, cockpits and screens and are actually rather uncomfortable exploring the underpinning logic and doctrine: So producing a thinking air force is a strategic requirement.

Air Chief Marshal Sir Brian Burridge, RAF Air Power Review, 2004

In Burridge’s statement from the early years of this century, one can readily see that education for air power professionals has been and will continue to be important for the successful management of air forces both regarding national and international processes like procurement and collation operations and the day to day conduct of air operations. However, the caution that he offers about discomfort for education is equally important, and his concern is not new. Indeed one of the central themes of Carl Builder’s study of the USAF – The Icarus Syndrome – was that leaders had too often shifted their focus from the tough questions of running the institution to a more limited attention to technologies and air vehicles.[2] Moreover, we see a similar tendency to eschew non-technical aspects of air power in the early days of the Royal Australian Air Force (RAAF) College where of a 5,500-hour, four-year syllabus, fully 1,955 hours were spent on the sciences, while only 230 were dedicated to history, war studies, and imperial defence issues. There was no non-technical course on air power theory. In the view of former RAAF historian Alan Stephens, ‘the Air Force [was] very plainly identifying itself as a technocracy.’[3]

Building on these examples and concerns I want to argue that education is good for the RCAF, both for individuals and for the institution. A recent RCAF Journal article ‘Professional Airpower Mastery and the RCAF’ also makes the point, stating that Canada’s air force is very good tactically, but that beyond this it lacks the ability to be as effective as it might at higher levels of warfighting or in the broad domain of national and international security.[4] At those levels, we, again both individually and institutionally, tend to muddle through problems – sometimes successfully, sometimes less so. To put that article in context for an Australian audience, it should be noted that one of the many sources used by those authors was Sanu Kainikara’s 2011 work At the Critical Juncture: The Predicament of Small Air Forces.[5]

Returning to a Canadian context, a late 1960s study, The Report of the Officer Development Board (ODB), posited that all officers move away from hands-on tactical and technical expertise fairly early in their careers, replacing those technical and tactical ‘occupational skills’ with broader pan-service and then pan-Canadian Forces/whole of government ‘military expertise’ competencies.[6] This progression is as true of the RCAF as it is of the Royal Canadian Navy or the Canadian Army. More to the point of this article, the ODB also stated that officers needed to start their service with a strong intellectual ability and then have to grow that as the challenges they confront become less predictable. The ODB made this point in the context of a world which was dominated by tense geopolitical circumstances, burgeoning technological advances and security challenges that ranged from superpower standoff to asymmetric conflict to the full range of peace support operations.[7]

Things are not much different today. We are called upon to deal with the often abstract and chaotic problems of the 21st century using what the ODB labelled called ‘executive and military executive abilities’. Major-General David Fraser, then just returned from commanding Regional Command South in Kandahar, made a similar observation in a 2006 lecture at the Canadian Forces College, pointing out that at the tactical level leaders need to have the intellectual agility, and associated confidence to be able to deviate from a plan when circumstances dictate.[8] However, he went on to argue that while at the tactical level circumstances can be complicated, at the operational and strategic levels of war decision makers often face complexity, overlaid with ambiguity and chaos – what is often called the wicked problem.

Wakelam

We learn technical and tactical skills through training for the most part, but the broader competencies are more generally the product of education. Training allows for standardised responses to predictable circumstances whereas education permits reasoned responses to unpredictable circumstances.[9] Training can be relatively well measured as we can see in the course training standards and training and education plans that form the basis of hundreds of qualifications. From Robert Smith-Barry’s reforms to pilot training that he implemented a century ago today we implicitly understand the value of standardised training for aircrew and more broadly for all air force hands-on competencies. Knowing that your winger knows what she or he is doing; knowing that the techs have done their snag rectification by the book and that battle managers understand clearly what they can do to assist in the fight allows each of us to perform confidently. Moreover, all these skills and knowledge are based on a validated training system which ensures technical and tactical competence.

Education, and its value is, on the other hand, a bit less quantifiable: does a Bachelor’s in aeronautical engineering equate to an effective aircraft designer or a skilled technical authority? Does a Master’s in International Relations make for an effective commanding officer (CO) when deployed on coalition operations or an astute policy analyst proposing changes to air force roles and structures? In these examples, the answers are probably yes, but there is no easily applied ‘training standard’ to tell us so. The ODB said that the undergraduate degree provided a necessary ‘training of the mind’ and a graduate degree in areas related to the profession of arms was a useful and necessary enrichment both in knowledge and intellectual capacity.[10]

Those thoughts from 50 years ago are all well and good, but those who do not have a degree, or an advanced degree often seem to do ‘just fine’.  However, what does just fine mean? It may mean that success has not come from an optimal application of thinking power – allowing a logical, viable solution. Rather, it may mean that a solution is derived from a limited perspective based on the individual’s limited or skewed sense of the issues. Education is not a guaranteed antidote to the latter problems, but it frequently offers the learner new ways of considering evidence and weighing alternatives. Indeed, this was the implicit message in the RCAF’s curriculum of the RCAF War Staff Course. Air Commodore George Wait, the Staff College’s first commandant, had an opportunity to offer his thoughts on the content and conduct of the syllabus and by extension the notion of a professional development philosophy that combined training and education. He wrote:

[t]he backbone of the course consists of a series of lectures on staff duties given by the Directing Staff, which leads students through service writing, precis writing, appreciations and orders and instructions.  The students then put their knowledge to work by doing a series of practical problems on the employment of air power.[11]

However, to give this routine staff training some added richness the programme of studies also included lectures given by well-qualified visiting speakers, both officers and civilian officials, on a variety of topics, including other services, allied and enemy forces, matters of the strategic direction of the war, and war production. ‘Only by such a means,’ Wait had said in earlier correspondence with Air Force Headquarters, ‘can the students be given the broader and more authoritative outlook that they will require in staff positions.’[12]

The same notion of broad education was stated more explicitly in the late 1950s in the RCAF Staff College’s syllabus:

The RCAF Staff College makes no attempt to graduate experts in a particular field, nor does it expound any easy universally applicable doctrines. Rather by providing its graduates with an education of the broadest scope and by developing habits of clear thinking, it attempts to provide them with the breadth of interest, openness of mind, reasoning ability, and a broad view of their Service and profession, which will enable them to master the specific tasks of any appointment and to make sound decisions in any situation. (emphasis added)[13]

Much of my original paper had been drafted before the 7 June 2017 release of Canada’s new defence policy ‘Strong, Secure, Engaged’. Reading through it and ‘blue sky’ imagining the work needed to implement the policy one cannot but think that it will require big and imaginative minds to deal with how we make good on the vision and indeed there are repeated references to flexibility of mind and the utility of education. Tactical excellence alone, one can surmise, will not guarantee success.

Practically, how do we do develop a learning strategy that ensures policy ends? The recently restructured and re-energised RCAF officer professional development system offers a flight plan towards realising this goal. First, we have confirmed the need for all officers to achieve, or in certain special cases to be on the path to achieving, an undergraduate degree before commissioning. As of 2016, in Canada, we now have a course – the Air Power Operations Course (APOC), that looks remarkably similar to the War Staff Course, albeit only 60 percent as long. Finally, there is a vision, yet to be defined and approved, for expanded senior officer education, this to be achieved through focused workshops of several days or a few weeks duration depending on the topic.

The APOC has six ‘performance objectives’, the first being a learning outcome to develop the air-mindedness of students, who are drawn from all RCAF occupations, so that they can work collaboratively with officers across all flying and technical communities within the RCAF and can explain and represent the air power concepts and practices to officers in joint headquarters and other services. The second objective is to develop staff officer competencies in clear and logical thinking and communications. The remaining objectives – planning of operations in deployed and coalition situations – build on the first two and expose students to the complexity of modern air operations, and this in a service where tactical and maritime helicopters (and everything else that flies) are air force resources.

What the more senior follow-on courses might look like is still very much undefined, but the wisdom of the 1959 syllabus would suggest that a tactically oriented curriculum will not do. What senior air force leaders need is something more. This same idea was much in evidence in a recent Australian Defence Force study. The following are extracts from ‘The Chiefs: A Study of Strategic Leadership.’[14]

The report reaches three major conclusions, relating respectively to individual development, organisational development and leadership style. These conclusions are that:

  • for the ambitious officer, “what got you here won’t get you there”;
  • for the military institution, “what got us here won’t get us there”; and
  • the principle that “leadership is a team sport” is just as valid at the senior level as it is lower in the organisation.[15]

It is recommended that:

  • the core JPME [Joint Professional Military Education] effort (or at least that from mid-career onwards) be oriented around the four strategic leadership roles of Strategic Leader, Strategic Builder, Strategic Director and Steward of the Profession.
  • such JPME be focused on preparing officers for future roles in both leadership and support for senior leaders.
  • officers from mid-career onwards periodically be exposed to and engage with contemporary and evolving issues at the strategic level, with exercises that require them to examine the responsibilities and skills needed for the Director-Leader-Manager-Steward forms within their own current and immediate-future career roles. (For example, as part of preparation for ship/unit command, O4 and O5 could examine the application of these four roles to that level of command and the level of command immediately above it.)
  • such engagement use active rather than passive modes of learner behaviour.
  • each Service continue with the current encouraging trend of introducing career models that enable selected officers to develop in-depth specialisations within relevant fields – not just within “personnel management” and “project management/technology” but also within economics, politics and military sociology.[16]

We can see that technical and tactical competencies are no guarantee to success at higher levels of command and leadership and that organisations that are similarly successful like likely need to approach institutional and national/international challenges with ways and means (intellectually and practically) that differ from what works in tactical situations.

20141208adf8588365_003
Chief of the Defence Force Air Chief Marshal Mark Binskin AC, speaking at the 2014 Australian Command and Staff Course – Joint Graduation ceremony held at Llewellyn Hall, Australian National University, Canberra, c. 2014. (Source: Australian Department of Defence)

Some, if not all the Australian Defence Force’s recommendations for learning could be implemented within the RCAF’s professional education programme, but there is much to be gained from learning environments outside the air force. The recent introduction of sponsored assignments to complete a Masters in War Studies at the Royal Military College (with a focus on air power topics) is one such avenue. Similarly, a new internship programme, with placements in think tanks, industry and government will expose air force officers to different ways of thinking, planning and operating.

Where does this leave us as we advance through the new century? As suggested at the outset a narrow focus on technical and tactical proficiency, while necessary, cannot be the nexus of professional education. Many observers and practitioners have noted this. A broad blend of intellectual dexterity coupled with both hands-on skills and broad knowledge would seem to have been and remains today the essence of professional effectiveness and thus the desired outcome of an aviator’s education.

Dr Randall Wakelam teaches military and air power history at the Royal Military College of Canada.  After graduating from RMC in 1975 he flew helicopters for the Army, becoming CO of 408 Tactical Helicopter Squadron in 1991. Along the way, he also had staff appointments in aircraft procurement and language training policy. Since 1993 he has been an educator, first in uniform at the Canadian Forces College in Toronto and now at RMC. His research and publishing focus on air power and military education.

Header Image: A memorial to the establishment of the RCAF Staff College, which is now the Canadian Forces College. This establishment started life as the RCAF War Staff Course. (Source: Wikimedia)

[1] A shorter version of this paper was first drafted for the Royal Canadian Air Force (RCAF) in the Fall of 2017, but both it and this version are the products of about 30 years of thinking about how military professionals can best educate themselves. Where the examples used are largely specific to historical and contemporary Canadian experience there is, I believe, much that is common to most, if not all, modern air forces.

[2] Carl Builder, The Icarus Syndrome: Air Power Theory and the Evolution of the Air Force (New Brunswick, NJ: Transaction Press, 1998).

[3] Alan Stephens, Power Plus Attitude: Ideas, Strategy and Doctrine in the Royal Australian Air Force 1921-1991 (Canberra: Australian Government Publishing Service, 1992), pp. 109–11.

[4] Brad Gladman et al, ‘Professional Airpower Mastery and the RCAF,’ RCAF Journal, 5:1 (2016), pp. 8-23.

[5] Sanu Kainikara, At the Critical Juncture: The Predicament of Small Air Forces (Canberra: Air Power Development Centre, 2011).

[6] Randall Wakelam and Howard Coombs (eds.) The Report of the Officer Development Board: Major-General Roger Rowley and the Education of the Canadian Forces (Waterloo: Wilfrid Laurier University Press, 2010), p. 46. The same issue applies to senior warrant officers as they reach formation (wing, air group, etc.) and national level senior appointments where they must be able to understand the sorts of challenges their commanders face.

[7] Ibid, pp. 26-31.

[8] Major-General David Fraser, Lecture to the Advanced Military Studies Course, Canadian Forces College Toronto, October 2006.

[9] Ronald Haycock, ‘Historical and Contemporary Aspects of Canadian Military Education’ in Greg Kennedy and Keith Neilson (eds.) Military Education:  Past, Present, and Future (Westport, CT.: Praeger, 2002), p. 171.

[10] Wakelam and Coombs, Officer Development Board, p. 40.

[11] William R. Shields and Dace Sefers, Canadian Forces Command and Staff College: A History 1797-1946 (Toronto: Canadian Forces College History Project, Canadian Forces College, 1987), pp. 4-15.

[12] Ibid, pp. 4-16.

[13] R.C.A.F. Staff College Calendar Course 23 (1958-9), “Conclusion.”

[14] Nicholas Jans, Stephen Mugford, James Cullens and Judy Fraser-Jans, ‘The Chiefs:  A Study of Strategic Leadership’ (Canberra:  Australian Defence College, 2013).

[15] Ibid, p. 111.

[16] Ibid, p. 113.

#BookReview – Bailout Over Normandy: A Flyboy’s Adventures with the French Resistance and Other Escapades in Occupied France

#BookReview – Bailout Over Normandy: A Flyboy’s Adventures with the French Resistance and Other Escapades in Occupied France

By Luke Truxal

Ted Fahrenwald, Bailout Over Normandy: A Flyboy’s Adventures with the French Resistance and Other Escapades in Occupied France. Philadelphia, PA: Casemate, 2012. Pbk. Editor’s Note. 288 pp.

Fahrenweld

The Second World War is littered with stories of downed airmen and their experiences behind enemy lines. Throughout the European air war, thousands of Americans found themselves on the run in German-occupied territory. Each of their experiences provides an opportunity to analyse these cross-cultural interactions. Ted Fahrenwald’s account as a downed American fighter pilot in occupied France gives historians an insight into many of the experiences of an American airman on the run. Fahrenwald, who was shot down and later rescued by the French resistance, or the Maquis. Later, German soldiers captured Fahrenwald as he tried to make his way back to the American lines. Before being sent to a prison camp, the downed fighter pilot escaped and once again found himself on the run. Eventually, American troops of the US Third Army found Fahrenwald after he had taken up residence in the home of a French family.

Readers are introduced to Fahrenwald as a fighter pilot. He jumps right into the action and describes the daily grind of flying missions as a part of the US Eighth Air Force. Each of his daily briefings takes place long before sunrise. Fahrenwald is frank in his descriptions of his combat experience shortly before he was shot down. The author describes himself as a pilot who had been exhausted by the greater demands of supporting the Normandy landings on 6 June 1944.  Before one take off, his ‘fingers had developed a tremor.’ (p. 13) The wear and tear of his previous ninety-nine missions are prevalent throughout the first pages of the book.

FRE_000333
Pilots of the 486th Fighter Squadron, 352nd Fighter Group, in front of a P-47 Thunderbolt named “Sweetie” at Bodney air base in March 1944. Left to right, top row: Lieutenant Woodrow W. Anderson, Lieutenant Stanley G. Miles, Lieutenant Frank A. Cutler, Lieutenant Martin E. Corcoran, Lieutenant Donald Y. Whinnem. Left to right, middle row: Lieutenant-Colonel Luther H. Richmond, Captain Stephen W. Andrew, Lieutenant Thomas W. Colby, Lieutenant Henry J. Miklajyck, Captain Edward J. Gignac, Lieutenant Alfred L. Marshall, Lieutenant Alton J. Wallace, Lieutenant Robert C. Frascotti, Lieutenant Donald H. Higgins, Major Willie O. Jackson. Left to right, front row: Lieutenant Lloyd A. Rauk, Lieutenant Warren H. Brashear, Captain Franklyn N. Green, Lieutenant Donald W. McKibben, Lieutenant Theodore P. Fahrenwald, Lieutenant Robert C. MacKean, Lieutenant Edwin L. Heller, Lieutenant Joseph L. Gerst. (Source: (c) IWM (FRE 333))

Throughout the text, we see Fahrenwald rapidly adapt to his surroundings. Fahrenwald’s relationship with the Maquis evolves from that of a foreigner to a full-fledged member of the group. After he bailed out a family took Fahrenwald in and gave him clothes. He admits during this time that he spoke little French and had difficulty understanding those who were helping him (p. 25). After he was sent to the Maquis, he began to assimilate. Weeks later when American soldiers discovered Fahrenwald at the home of another family, the soldiers mistook him for a French citizen. Fahrenwald spoke, dressed, and acted French. After several minutes he informed the American soldiers who he was in English. Still not convinced, he was interrogated by a ‘Captain Ford’ of the 90th Infantry Division. After successfully answering several questions to prove he was not a spy, Ford sent Fahrenwald back to the American camp (p.258-60). In a matter of weeks, Fahrenwald had successfully adapted to his new environment.

Fahrenwald also noted the distrust of outsiders amongst the Maquis. Despite aiding him, there are several points at which his loyalties are questioned. In one instance Fahrenwald stated that one Frenchman, Canoe, believed Fahrenwald to be a German in disguise. He said that Fahrenwald ‘was too thin and too blond’ to be an American (p. 35). Over time members of the Maquis began to trust Fahrenwald. Once other downed pilots joined his group, the relationship soured. He wrote, ‘[N]ow, instead of being one of them as of old, I was one of a tight little clique of English-speaking fliers’ (p. 73). After his escape from a German prisoner camp, he hid with a family that had ties to the Maquis. One of the members, Robert, yelled at Fahrenwald about a failed supply drop that cost him most of the members of his group (p. 229). While willing to help, French fighters preferred to keep their distance from Fahrenwald and other outsiders.

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P-51 Mustangs of the 486th Fighter Squadron, 352nd Fighter Group, come to Debden to fly with the 4th fighter Group the following day on the first 8th Air Force ‘Frantic’ mission – England to Russia, and return via Italy. 20 June 1944. (Source: (c) IWM (UPL 14325))

While Fahrenwald provided a detailed account of his time in France, these memoirs are incomplete. The author writes very little about his missions before when he was shot down. This book begins with Fahrenwald’s final missions as a fighter pilot. He left out his training and months of flying as a fighter escort prior. Readers and historians alike miss out on valuable information such as the learning curve from training into combat. Readers are also left to speculate as to Fahrenwald’s interactions with civilians in the United Kingdom. As a fighter pilot based in the United Kingdom, he spent more time interacting with British civilians than time with the French. This likely had some effect on his experiences while he was on the run in France. By jumping right into the action, the author left out elements that detract from the book and leave the reader wondering.

Historians will find this text useful as a primary source. Fahrenwald examined his time with the Maquis as a foreigner. Those writing about the Maquis during Operation OVERLORD should examine this book. The author records both the actions and the thoughts of the Maquis well during this period. Fahrenwald’s account also adds to the history of the air war. He provides an excellent first-hand account of his time escaping and invading capture.  Historians will find Fahrenwald’s account useful as a primary source.

Luke Truxal is a doctoral candidate at the University of North Texas. He is currently writing his dissertation ‘Command Unity and the Air War Against Germany.’ Truxal completed his master’s thesis at the University of North Texas titled ‘The Failed Bomber Offensive: A Reexamination of the Combined Bomber Offensive in 1943’ in 2011. His current research focuses on the command relationships between the British and Americans during the air war in Europe from 1942 to 1944. Truxal is currently teaching at Columbia State Community College in Columbia, TN. He can be reached on Twitter at @Luke_Truxal.

Header Image: Ground crew stand beside a P-47 Thunderbolt named “Sneezy”. This aircraft was flown by Lieutenant Donald McKibben of the 486th Fighter Squadron, 352nd Fighter Group. Source: (c) IWM (FRE 327))