History of Military Ballooning
Encyclopedia
Balloons were the first mechanisms used in air warfare. Their role was strictly recognized for reconnaissance
Reconnaissance
Reconnaissance is the military term for exploring beyond the area occupied by friendly forces to gain information about enemy forces or features of the environment....

 purposes. They provided humans with the first available method of elevating themselves well over the battle
Battle
Generally, a battle is a conceptual component in the hierarchy of combat in warfare between two or more armed forces, or combatants. In a battle, each combatant will seek to defeat the others, with defeat determined by the conditions of a military campaign...

field to obtain the proverbial "birds-eye view." They were an early instrument of definitive intelligence collection, and were also particularly useful in the preparation of accurate battlefield maps, before which time this rudimentary craft had led to many a battle field failure.

Kongming lantern

Kongming lanterns were used as military signalling.

Early French balloons

The first successfully flown balloons were made in France
France
The French Republic , The French Republic , The French Republic , (commonly known as France , is a unitary semi-presidential republic in Western Europe with several overseas territories and islands located on other continents and in the Indian, Pacific, and Atlantic oceans. Metropolitan France...

 by the Montgolfier brothers
Montgolfier brothers
Joseph-Michel Montgolfier and Jacques-Étienne Montgolfier were the inventors of the montgolfière-style hot air balloon, globe aérostatique. The brothers succeeded in launching the first manned ascent, carrying Étienne into the sky...

, around 1783. They were rigid-style spheres made of cotton
Cotton
Cotton is a soft, fluffy staple fiber that grows in a boll, or protective capsule, around the seeds of cotton plants of the genus Gossypium. The fiber is almost pure cellulose. The botanical purpose of cotton fiber is to aid in seed dispersal....

 or silk
Silk
Silk is a natural protein fiber, some forms of which can be woven into textiles. The best-known type of silk is obtained from the cocoons of the larvae of the mulberry silkworm Bombyx mori reared in captivity...

 stretched over a simple light wood frame resembling a large egg. These rigid balloons were held up over a fire so that the smoke billowed well into the cavity of the sphere. It was thought that the smoke
Smoke
Smoke is a collection of airborne solid and liquid particulates and gases emitted when a material undergoes combustion or pyrolysis, together with the quantity of air that is entrained or otherwise mixed into the mass. It is commonly an unwanted by-product of fires , but may also be used for pest...

 made the balloons rise, but actually it was the hot air of the smoke that caused the elevating. The first decisive use of a balloon for aerial observation was performed by the French Aerostatic Corps
French Aerostatic Corps
The French Aerostatic Corps or Company of Aeronauts was the world's first air force, founded in 1794 to use balloons, primarily for reconnaissance.-Experimentation:...

 using the aérostat l’Entreprenant ("The enterprising one") at the Battle of Fleurus
Battle of Fleurus (1794)
In the Battle of Fleurus on 26 June 1794, the army of the First French Republic under General Jean-Baptiste Jourdan faced the Coalition Army commanded by Prince Josias of Coburg in the most decisive battle of the Flanders Campaign in the Low Countries during the French Revolutionary Wars...

 in 1794. The following year, during the Siege of Mainz an observation ballon was employed again. However, the French military use of the balloon did not continue un-interrupted as in 1799, Napoleon
Napoleon I of France
Napoleon Bonaparte was a French military and political leader during the latter stages of the French Revolution.As Napoleon I, he was Emperor of the French from 1804 to 1815...

 disbanded the French balloon corps.

American ballooning

American ballooning began in the early half of the 19th century using light coke gas for inflation. This gas, if inflated into a relatively well-sealed silk envelope, could sustain flight nearly indefinitely. Balloons were mainly used as amusement ride
Amusement ride
Amusement rides are large mechanical devices that move people to create enjoyment. They are frequently found at amusement parks, traveling carnivals, and funfairs.-Notable types:*Afterburner*Ali Baba*Balloon Race*Booster...

s, so initially the military had no use for them at all.

Balloons in the American Civil War

With the outbreak of the American Civil War
American Civil War
The American Civil War was a civil war fought in the United States of America. In response to the election of Abraham Lincoln as President of the United States, 11 southern slave states declared their secession from the United States and formed the Confederate States of America ; the other 25...

, President Abraham Lincoln
Abraham Lincoln
Abraham Lincoln was the 16th President of the United States, serving from March 1861 until his assassination in April 1865. He successfully led his country through a great constitutional, military and moral crisis – the American Civil War – preserving the Union, while ending slavery, and...

 did consider the possibility of an air-war mechanism. This had some of the top balloonists in the country vying for position as chief aeronaut of a would-be aeronautics division. The scientific community as well showed great support in influencing Washington to consider the use of balloons. Eventually it was Prof. Thaddeus S. C. Lowe
Thaddeus S. C. Lowe
Thaddeus Sobieski Coulincourt Lowe , also known as Professor T. S. C. Lowe, was an American Civil War aeronaut, scientist and inventor, mostly self-educated in the fields of chemistry, meteorology, and aeronautics, and the father of military aerial reconnaissance in the United States...

 who would be awarded the title Chief Aeronaut of the Union Army Balloon Corps
Union Army Balloon Corps
The Union Army Balloon Corps was a branch of the Union Army during the American Civil War, established by presidential appointee Thaddeus S. C. Lowe...

.

First balloon assignments

The first assignment for military balloons was given to the Union Army's Corps of Topographical Engineers
Corps of Topographical Engineers
The U.S. Army Corps of Topographical Engineers, was separately authorized on 4 July 1838, consisted only of officers, and was used for mapping and the design and construction of federal civil works such as lighthouses and other coastal fortifications and navigational routes. It included such...

 for mapmaking. Up until that point, maps were made from ground level perspectives and their innate inaccuracy led to many a battlefield failure. The aerial perspective ostensibly improved mapmaking, especially when combined with the use of photography
Photography
Photography is the art, science and practice of creating durable images by recording light or other electromagnetic radiation, either electronically by means of an image sensor or chemically by means of a light-sensitive material such as photographic film...

.

General Irvin McDowell
Irvin McDowell
Irvin McDowell was a career American army officer. He is best known for his defeat in the First Battle of Bull Run, the first large-scale battle of the American Civil War.-Early life:...

, commander of the Army of the Potomac
Army of the Potomac
The Army of the Potomac was the major Union Army in the Eastern Theater of the American Civil War.-History:The Army of the Potomac was created in 1861, but was then only the size of a corps . Its nucleus was called the Army of Northeastern Virginia, under Brig. Gen...

, called on the balloon to perform aerial observations of enemy encampments and movements in the First Battle of Bull Run
First Battle of Bull Run
First Battle of Bull Run, also known as First Manassas , was fought on July 21, 1861, in Prince William County, Virginia, near the City of Manassas...

. With Lowe’s techniques proven to the top commanders, he was eventually tasked to build seven balloons and a series of hydrogen
Hydrogen
Hydrogen is the chemical element with atomic number 1. It is represented by the symbol H. With an average atomic weight of , hydrogen is the lightest and most abundant chemical element, constituting roughly 75% of the Universe's chemical elemental mass. Stars in the main sequence are mainly...

 gas generators to inflate them in the battlefield. Even though Thaddeus Lowe was Chief Aeronaut, his bitter rival John La Mountain
John La Mountain
John LaMountain was a ballooning pioneer. He was privately contracted as an aerial observer by General Butler at Fortress Monroe during the American Civil War and is accredited with having made the first report of useful intelligence on enemy activity...

 is credited with having made the first aerial observations of intelligence value while stationed independently at Fortress Monroe.

The balloon, under flight direction of Prof. Lowe, was also used to direct artillery fire from an unseen location onto a Confederate
Confederate States of America
The Confederate States of America was a government set up from 1861 to 1865 by 11 Southern slave states of the United States of America that had declared their secession from the U.S...

 encampment. The balloon, Eagle, was ascended with tether and telegraph from Fort Corcoran
Fort Corcoran
Fort Corcoran was a wood-and-earthwork fortification constructed by the Union Army in northern Virginia as part of the defenses of Washington, D.C. during the American Civil War...

 north of Falls Church, Virginia
Falls Church, Virginia
The City of Falls Church is an independent city in Virginia, United States, in the Washington Metropolitan Area. The city population was 12,332 in 2010, up from 10,377 in 2000. Taking its name from The Falls Church, an 18th-century Anglican parish, Falls Church gained township status within...

. An artillery battery was located at the easterly Camp Advance. With a series of predetermined flag signals, Lowe directed fire onto the Rebel encampment until the shots were landing on target. This first-used concept was the predecessor to the Forward Artillery Observer (FAO) and revolutionized the use of artillery even to modern day.

Prof. Lowe was once approached by the young Graf Ferdinand von Zeppelin
Ferdinand von Zeppelin
Ferdinand Adolf Heinrich August Graf von Zeppelin was a German general and later aircraft manufacturer. He founded the Zeppelin Airship company...

 in 1863, who was at the time acting as a then-civilian observer for the Union Army, about possibly serving as an aerial observer with Lowe, but this was forbidden by Union military authorities during the Civil War years, due to von Zeppelin's then-civilian status. The future rigid airship
Rigid airship
A rigid airship is a type of airship in which the envelope retained its shape by the use of an internal structural framework rather than by being forced into shape by the pressure of the lifting gas within the envelope as used in blimps and semi-rigid airships.Rigid airships were produced and...

 pioneer was instead directed to the camp of John Steiner, a German aeronaut already in the United States, to get his first flight experience in a balloon, which von Zeppelin was able to do at a slightly later time while he still was in the USA.

The first aircraft carrier

Balloons and generators were loaded onto the George Washington Parke Custis, a converted coal barge. The balloons were towed down the Potomac River
Potomac River
The Potomac River flows into the Chesapeake Bay, located along the mid-Atlantic coast of the United States. The river is approximately long, with a drainage area of about 14,700 square miles...

 and were able to ascend and make observations of the battle front as it moved toward Richmond
Richmond, Virginia
Richmond is the capital of the Commonwealth of Virginia, in the United States. It is an independent city and not part of any county. Richmond is the center of the Richmond Metropolitan Statistical Area and the Greater Richmond area...

. This is the first ever recorded observation from an aerial station by water, essentially the first-ever aircraft carrier
Aircraft carrier
An aircraft carrier is a warship designed with a primary mission of deploying and recovering aircraft, acting as a seagoing airbase. Aircraft carriers thus allow a naval force to project air power worldwide without having to depend on local bases for staging aircraft operations...

 (balloon tender
Balloon carrier
A balloon carrier or balloon tender was a ship equipped with a balloon, usually tied to the ship by a rope or cable, and usually used for observation. During the second half of the 19th century and the beginning of the 20th century, these ships were built to have the furthest possible view of the...

).

Lowe went on to make observations at Fair Oaks
Battle of Seven Pines
The Battle of Seven Pines, also known as the Battle of Fair Oaks or Fair Oaks Station, took place on May 31 and June 1, 1862, in Henrico County, Virginia, as part of the Peninsula Campaign of the American Civil War. It was the culmination of an offensive up the Virginia Peninsula by Union Maj. Gen....

, Sharpsburg
Battle of Antietam
The Battle of Antietam , fought on September 17, 1862, near Sharpsburg, Maryland, and Antietam Creek, as part of the Maryland Campaign, was the first major battle in the American Civil War to take place on Northern soil. It was the bloodiest single-day battle in American history, with about 23,000...

, Vicksburg
Battle of Vicksburg
The Siege of Vicksburg was the final major military action in the Vicksburg Campaign of the American Civil War. In a series of maneuvers, Union Maj. Gen. Ulysses S. Grant and his Army of the Tennessee crossed the Mississippi River and drove the Confederate army of Lt. Gen. John C...

 and Fredericksburg
Battle of Fredericksburg
The Battle of Fredericksburg was fought December 11–15, 1862, in and around Fredericksburg, Virginia, between General Robert E. Lee's Confederate Army of Northern Virginia and the Union Army of the Potomac, commanded by Maj. Gen. Ambrose E. Burnside...

 before political ambush both from within the military and in Congress
United States Congress
The United States Congress is the bicameral legislature of the federal government of the United States, consisting of the Senate and the House of Representatives. The Congress meets in the United States Capitol in Washington, D.C....

 forced him to resign in April 1863 at which point he returned to the private sector. The Balloon Corps all but ceased to exist by August 1863.

Confederate ballooning

The Confederates tried their hand at ballooning as well, more only to counter the balloons of the Federals. One type of balloon was a Montgolfier style of a rigid, cotton, “hot smoke” balloon. The attempts worked, but their handling techniques were poor at best and the balloon was easily lost and captured by the North.

Another style is referred to as the “silk dress balloon,” aerostat envelopes made of multicolored dress making silk (not actually silk dresses) which, when gas was available, were used effectively over Richmond. Again, these were easily lost, destroyed or captured, and the lack of supply made it impossible to replace them. They were relieved when the Union Army had discontinued the use of balloons.

Paraguayan War

In 1867 during the Paraguayan War
War of the Triple Alliance
The Paraguayan War , also known as War of the Triple Alliance , was a military conflict in South America fought from 1864 to 1870 between Paraguay and the Triple Alliance of Argentina, Brazil, and Uruguay...

, balloons were used in the fighting between Brazil
Brazil
Brazil , officially the Federative Republic of Brazil , is the largest country in South America. It is the world's fifth largest country, both by geographical area and by population with over 192 million people...

 and Paraguay
Paraguay
Paraguay , officially the Republic of Paraguay , is a landlocked country in South America. It is bordered by Argentina to the south and southwest, Brazil to the east and northeast, and Bolivia to the northwest. Paraguay lies on both banks of the Paraguay River, which runs through the center of the...

.

British ballooning

Between 1862–71 efforts by two Royal Engineers
Royal Engineers
The Corps of Royal Engineers, usually just called the Royal Engineers , and commonly known as the Sappers, is one of the corps of the British Army....

 officers, were made to catch the attention of senior British officers to the potential use of balloons. In July 1863 experimental balloon ascents for reconnaissance purposes were conducted by the Royal Engineers on behalf of the British Army
British Army
The British Army is the land warfare branch of Her Majesty's Armed Forces in the United Kingdom. It came into being with the unification of the Kingdom of England and Scotland into the Kingdom of Great Britain in 1707. The new British Army incorporated Regiments that had already existed in England...

, but although the experiments were successful it was considered not worth pursuing further because it was too expensive. However, by 1878 a Balloon Equipment Store was established at Woolwich
Woolwich
Woolwich is a district in south London, England, located in the London Borough of Greenwich. The area is identified in the London Plan as one of 35 major centres in Greater London.Woolwich formed part of Kent until 1889 when the County of London was created...

 by the Royal Engineers
Royal Engineers
The Corps of Royal Engineers, usually just called the Royal Engineers , and commonly known as the Sappers, is one of the corps of the British Army....

. By this time the limitations imposed by the need to produce hydrogen in the field by some portable apparatus and finding a suitable material for the envelope of a war balloon had been resolved.

In 1888 a School of Ballooning
School of Ballooning
The School of Ballooning was a training and test centre for British Army experiments with balloons and airships. It was established at Chatham in Kent in 1888. The School moved to Stanhope Lines, Aldershot in 1890 when a balloon section and depot were formed as permanent units of the Royal...

 was established at Chatham, Medway
Chatham, Medway
Chatham is one of the Medway towns located within the Medway unitary authority, in North Kent, in South East England.Although the dockyard has long been closed and is now being redeveloped into a business and residential community as well as a museum featuring the famous submarine, HMS Ocelot,...

, Kent
Kent
Kent is a county in southeast England, and is one of the home counties. It borders East Sussex, Surrey and Greater London and has a defined boundary with Essex in the middle of the Thames Estuary. The ceremonial county boundaries of Kent include the shire county of Kent and the unitary borough of...

. It moved to Stanhope Lines, Aldershot
Aldershot
Aldershot is a town in the English county of Hampshire, located on heathland about southwest of London. The town is administered by Rushmoor Borough Council...

 in 1890 when a balloon section and depot were formed as permanent units of the Royal Engineers
Royal Engineers
The Corps of Royal Engineers, usually just called the Royal Engineers , and commonly known as the Sappers, is one of the corps of the British Army....

 establishment.

Balloons were first deployed by the British Army during the expeditions to Bechuanaland and Suakin
Suakin
Suakin or Sawakin is a port in north-eastern Sudan, on the west coast of the Red Sea. In 1983 it had a population of 18,030 and the 2009 estimate is 43, 337.It was formerly the region's chief port, but is now secondary to Port Sudan, about 30 miles north. The old city built of coral is in ruins...

 in 1885. They were also deployed during the Second Boer War
Second Boer War
The Second Boer War was fought from 11 October 1899 until 31 May 1902 between the British Empire and the Afrikaans-speaking Dutch settlers of two independent Boer republics, the South African Republic and the Orange Free State...

 (1899–1902), where they were used in artillery observation with the Kimberley column and during the Siege of Ladysmith
Siege of Ladysmith
The Siege of Ladysmith was a protracted engagement in the Second Boer War, taking place between 30 October 1899 and 28 February 1900 at Ladysmith, Natal.-Background:...

.

On October 5, 1907, Colonel John Capper
John Capper
Major-General Sir John Edward Capper KCB KCVO was a senior officer of the British Army during the late nineteenth and early twentieth century who served on the North-West Frontier of British India, in South Africa and during the First World War, where he was instrumental in the development of the...

 (late Royal Engineers) and team flew the military airship Nulli Secundus from Farnborough around St. Paul's Cathedral in London
London
London is the capital city of :England and the :United Kingdom, the largest metropolitan area in the United Kingdom, and the largest urban zone in the European Union by most measures. Located on the River Thames, London has been a major settlement for two millennia, its history going back to its...

 and back with a view to raising public interest.

Late 19th century

The use of manned air-war mechanisms would not be seen for nearly 30 years after the Civil War when the airship
Airship
An airship or dirigible is a type of aerostat or "lighter-than-air aircraft" that can be steered and propelled through the air using rudders and propellers or other thrust mechanisms...

 (a dirigible, blimp
Blimp
A blimp, or non-rigid airship, is a floating airship without an internal supporting framework or keel. A non-rigid airship differs from a semi-rigid airship and a rigid airship in that it does not have any rigid structure, neither a complete framework nor a partial keel, to help the airbag...

, or Zeppelin
Zeppelin
A Zeppelin is a type of rigid airship pioneered by the German Count Ferdinand von Zeppelin in the early 20th century. It was based on designs he had outlined in 1874 and detailed in 1893. His plans were reviewed by committee in 1894 and patented in the United States on 14 March 1899...

) would come into existence with their motorized propulsion and mechanical means of steering. Up to this point, the idea of dropping ordnance on the enemy was not seriously considered, although there were mechanical drawings made up depicting bomb dropping devices that could be floated aloft by balloons. These depictions were paper theory at best designed by mechanical wizzes with no idea about aviation
Aviation
Aviation is the design, development, production, operation, and use of aircraft, especially heavier-than-air aircraft. Aviation is derived from avis, the Latin word for bird.-History:...

, in particular, balloons, and all that it takes to successfully launch gas-filled aerostats.

There weren't really any practical types of grenade
Grenade
A grenade is a small explosive device that is projected a safe distance away by its user. Soldiers called grenadiers specialize in the use of grenades. The term hand grenade refers any grenade designed to be hand thrown. Grenade Launchers are firearms designed to fire explosive projectile grenades...

s or bombs to use during the Civil War. Weight was a great factor in determining the size of balloons to be used and the amount of gas they needed to ascend. Carrying heavy ordnances and ungainly mechanisms in balloons would have been out of the question. (And if Prof. Lowe thought that he would have to drop bombs on enemy positions, he would have never offered his services.) With the newer, larger and more manageable aerostats, and smaller munitions, the use of bombs would make aerial warfare much more appealing in later days.

World War I

Military observation balloons were used over the trenches of the Western Front. Germany used Zeppelins for aerial bombing and reconnaissance. One famous raid conducted by Zeppelin on London.

Inter-War Period

Zeppelin forces were established by Great Britain and the United States.

World War II

The United States Navy
United States Navy
The United States Navy is the naval warfare service branch of the United States Armed Forces and one of the seven uniformed services of the United States. The U.S. Navy is the largest in the world; its battle fleet tonnage is greater than that of the next 13 largest navies combined. The U.S...

 used its blimp force to hunt submarines. Barrage balloon
Barrage balloon
A barrage balloon is a large balloon tethered with metal cables, used to defend against low-level aircraft attack by damaging the aircraft on collision with the cables, or at least making the attacker's approach more difficult. Some versions carried small explosive charges that would be pulled up...

s were used by the United Kingdom to intercept air attacks by V-1 cruise missiles.

Post-War Period

Future of military ballooning

a DARPA project explores the possibility of using balloons as non-line-of-sight communication relay among ground units and between ground units and aircraft.

See also

  • Balloon (aircraft)
    Balloon (aircraft)
    A balloon is a type of aircraft that remains aloft due to its buoyancy. A balloon travels by moving with the wind. It is distinct from an airship, which is a buoyant aircraft that can be propelled through the air in a controlled manner....

  • Fire balloon
    Fire balloon
    A , or Fu-Go, was a weapon launched by Japan during World War II. A hydrogen balloon with a load varying from a incendiary to one antipersonnel bomb and four incendiary devices attached, they were designed as a cheap weapon intended to make use of the jet stream over the Pacific Ocean and wreak...

     – History of balloon bombs launched by Japan
    Japan
    Japan is an island nation in East Asia. Located in the Pacific Ocean, it lies to the east of the Sea of Japan, China, North Korea, South Korea and Russia, stretching from the Sea of Okhotsk in the north to the East China Sea and Taiwan in the south...

     against the United States
    United States
    The United States of America is a federal constitutional republic comprising fifty states and a federal district...

     in World War II
    World War II
    World War II, or the Second World War , was a global conflict lasting from 1939 to 1945, involving most of the world's nations—including all of the great powers—eventually forming two opposing military alliances: the Allies and the Axis...

    .
  • Operation Outward
    Operation Outward
    Operation Outward was the name given to the British World War II program to attack Germany by means of free-flying balloons. It made use of cheap, simple gas balloons filled with hydrogen...

     – British
    United Kingdom
    The United Kingdom of Great Britain and Northern IrelandIn the United Kingdom and Dependencies, other languages have been officially recognised as legitimate autochthonous languages under the European Charter for Regional or Minority Languages...

     World War II programme to attack Germany
    Germany
    Germany , officially the Federal Republic of Germany , is a federal parliamentary republic in Europe. The country consists of 16 states while the capital and largest city is Berlin. Germany covers an area of 357,021 km2 and has a largely temperate seasonal climate...

     by means of free-flying balloons.
  • Observation balloon
    Observation balloon
    Observation balloons are balloons that are employed as aerial platforms for intelligence gathering and artillery spotting. Their use began during the French Revolutionary Wars, reaching their zenith during World War I, and they continue in limited use today....

  • Espionage balloon
    Espionage balloon
    An espionage balloon is a balloon used for spying.Espionage balloons were a development of the observation balloons used even before the World War I behind the front line...

  • Barrage balloon
    Barrage balloon
    A barrage balloon is a large balloon tethered with metal cables, used to defend against low-level aircraft attack by damaging the aircraft on collision with the cables, or at least making the attacker's approach more difficult. Some versions carried small explosive charges that would be pulled up...

  • Union Army Balloon Corps
    Union Army Balloon Corps
    The Union Army Balloon Corps was a branch of the Union Army during the American Civil War, established by presidential appointee Thaddeus S. C. Lowe...

  • Aerial warfare
    Aerial warfare
    Aerial warfare is the use of military aircraft and other flying machines in warfare, including military airlift of cargo to further the national interests as was demonstrated in the Berlin Airlift...

     – Section under American Civil War
  • Thaddeus S. C. Lowe
    Thaddeus S. C. Lowe
    Thaddeus Sobieski Coulincourt Lowe , also known as Professor T. S. C. Lowe, was an American Civil War aeronaut, scientist and inventor, mostly self-educated in the fields of chemistry, meteorology, and aeronautics, and the father of military aerial reconnaissance in the United States...

     – A related article
  • Fort Omaha Balloon School – Home of WWI training program

External links

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