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For those studying war, insurgency, irregulars or terrorism ESOC will be extremely useful – and depending on your area of research, possibly invaluable – as a resource.

Small Wars Journal had this to say about ESOC:

.…ESOC identifies, compiles, and analyzes micro-level conflict data and information on insurgency, civil war, and other sources of politically motivated violence worldwide. ESOC was established in 2008 by practitioners and scholars concerned by the significant barriers and upfront costs that challenge efforts to conduct careful sub-national research on conflict. The ESOC website is designed to help overcome these obstacles and to empower the quality of research needed to inform better policy and enhance security and good governance around the world.

The ESOC team includes about forty researchers (current and former) and is led by six members: Eli Berman, James D. Fearon, Joseph H. Felter, David Laitin, Jacob N. Shapiro, and Jeremy M. Weinstein.

The website is organized by countries and research themes. The six country pages are: Afghanistan, Colombia, Iraq, Pakistan, the Philippines, and Vietnam. The content is structured according to five themes: Demographic/Socioeconomic, Geography, Infrastructure, Public Opinion, and Violence. The website currently hosts about 45 ESOC data files, over 35 ESOC peer-reviewed publications (with replication data), and ten working papers. The ESOC team has also posted links to many external data repositories and external readings that have proven useful for analysis. The website will be regularly updated with new micro-level conflict data and contextual information, as it is compiled and submitted by ESOC researchers.

One caution: based on my source who was one of the folks gathering data for part of this project, as with all quantitative method research, there are hidden qualitative decisions in who did the counting, how and by what yardstick. If you are drawing conclusions about big picture trends in insurgency or irregular warfare across periods of time you are good to go. If your research is sharply confined to a specific and narrowly defined historical case study (say one campaign, a battle, one district – whatever), then drill down into ESOC’s data and methodology to the granular level before drawing a conclusion vice your sources and data outside ESOC.

[by J. Scott Shipman]

 

At the suggestion of Adam Elkus, we were privileged to host our first “local” Boyd and Beyond event on 15 December. We had 14 attend, and five speakers. Logistically, we turned our family room in to a fairly comfortable briefing area, using a wall with Smart Sheets as a temporary white board. In keeping with our October events, we took up a collection and had pizza delivered for lunch. Coffee, soft drinks light snacks were provided. Each speaker was allotted 50 minutes, but given the participation of the audience, most talks lasted about 90 minutes. I should emphasize to those planning one of these events, to keep a lean speaker’s list, as the Q&A and discussion can easily double the time of a presentation—-and I believe all who attended would agree the comments/discussion made already great presentations even better.

My sincere thanks go out to my wife and partner, Kristen, for making this event look easy! She was the one who made sure everything was moving along and that folks felt at home. I would encourage others around the country to schedule and hold events through the year. We’re looking to do another in March 2013.

Our speakers were:

Jim Hasik, Beyond Hagiography: Problems of Logic and Evidence in the Strategic Theories of John Boyd

Francis Park, The Path to Maneuver Warfare in the U.S. Marine Corps

Robert Cantrell,  Which Card Will You Play?

Terry Barnhart, Designing and Implementing Maneuver Strategy in Transforming Major Organizations

Marshall Wallace, Theories of Change and Models of Prediction

I led off with a few comments on the military professional and intellectual rigor. I recommended the best book I’ve read this year: Inventing Grand Strategy and Teaching Command, by Jon Tetsuro Sumida, and the challenges he suggests in the realm of intellectual rigor. He writes:

“It remains to be seen whether readers exist with the mind and will to accept his guidance on what necessarily is an arduous intellectual and moral voyage into the realm of war and politics.” (emphasis added)

I followed with the example from An Unknown Future and a Doubtful Present: Writing the Victory Plan of 1941, by Charles E. Kirkpatrick. Mr. Kirkpatrick’s little book provides an excellent primer to the formulation of the United States’ WWII strategy and a refreshing insight into the education of an master strategist, then Major Albert C. Wedemeyer, attached to the War Plans Division, the Army chief of staff’s strategic planners, who wrote the Army strategy for WWII in 90 days. (read the review here) I suggested that military professionals should start something akin to a book club, where they can discuss and debate strategic issues and concept.

Following my comments, Jim Hasik offered his critique of John Boyd’s work. Adam tweeted that we were a “tough crowd,” but Jim was able to discuss his misgivings with respect to Boyd’s work and a lively discussion got us started. For those unfamiliar, Jim is the author of a paper called, Beyond Hagiography, which generated controversy in the Boydian community following this year’s October event at Quantico. (reviewed here and at zenpundit.com) Here is a link to the paper. (see Hasik’s white board outline above).

According to Hasik, Boyd erred when extrapolating from physical processes/science to social processes. He reviewed Boyd’s use of science in his essay, Destruction and Creation, and suggested no literal correlation between Clausius’ Second Law of Thermodynamics (entropy), Gödel’s Incompleteness Theorem, and Heisenberg’s Uncertainty Principle and human behavior (on this I concur with Hasik, as analogy or metaphor these scientific principles enlighten).  Hasik asked if OODA scales from air-to-air combat to large scale events, and whether OODA was original (compared to PDCA, for example). One point that generated quite a bit of discussion was whether one could “like” Clausewitz or Sun Tzu and Boyd. Hasik questioned whether Boyd’s work should be judged as social science, history, or war studies, and suggested that further work was needed to fill in the gaps in his work. In October, someone suggested Boyd needed a “Plato,” someone to address Boyd’s work with less emphasis on science (as in Osinga’s book), thereby making Boyd’s work more accessible. The Strassler model was suggested; Strassler is an “unaffiliated scholar” who has written exhaustively referenced versions of Thucydides, Herodotus, and Arrian. [personal note: I believe a Strassler-like book on Boyd’s ideas would be a great resource] A great thought-provoking conversation.

 

Francis Park’s talk on on maneuver warfare, the evidence of history began with “I’m a historian and I have a problem.” The irony wasn’t lost on the audience, as Francis is an active duty Army officer, speaking on the history of the USMC’s adoption of maneuver warfare (MW). Park called the Marine Corps “the most Darwinian of the services.” The venue for for the Corps discussion between MW advocates, and the “attritionists” was the Marine Corps Gazette. This venue was “unofficial,” otherwise the debate may have never happened. The Gazette’s forward-thinking editor made space and encouraged the debate, which was a “long, bitter, and complex fight.”

Park listed and discussed the champions of MW Michael D. Wyly, G.I. Wilson, William Woods, William Lind, and Alfred M. Gray. Park recommended Fideleon Damian’s master’s thesis, THE ROAD TO FMFM 1: THE UNITED STATES MARINE CORPS AND MANEUVER WARFARE DOCTRINE, 1979-1989. (Adam Elkus recommended Eric Walters essay in the Small Wars Journal, titled Fraud or Fuzziness? Dissecting William Owen’s Critique of Maneuver Warfare.)

Park called the USMC adoption of MW a “confluence of fortune” that may have never happened without the vigorous efforts of proponents.

Robert Cantrell’s Which Card Will You Play? was an instructive and interactive example of Robert’s strategy cards. Cantrell has two decks of strategy playing cards, one devoted to strategy, the other to sales strategy. The user’s guide is at www.artofwarcards.com.

Robert provided examples of how the cards are used to spark strategic thought and ideas. Volunteers pulled first one, then two cards from the decks, and read aloud and commented on how the statement(s) on the cards could be used in practice. For example, “Muddy The Water To Hide the Nets” was drawn (the 8 of clubs, a bit more on card suits from Robert below). The “strategy” is to “confuse your adversary so he cannot perceive your intentions. The “Basis” is “Confused adversaries make mistakes they would not make if they grasped your intentions.”

Longtime friend of this blog, Fred Leland at Law Enforcement Security Consulting is using the cards with success. Fred’s goal is “to get cops thinking more strategically and tactically in their work. I have been pulling a card from the deck and writing my thoughts and sharing them with cops who have been passing them along to their officers.” He is using Robert’s cards for “in-service” training, and providing a low cost entry into strategic thinking.

I followed up with Robert and asked for an explanation of the card suits. Here is his response:

Hi Scott – although they are gray delineations, the Hearts are oriented on the shaping self, the Clubs on shaping the field of contest…the diamonds are isolation strategies, and the spades are elimination strategies. This is the wolf pattern on the hunt: wolf becomes all the wolf it can be, shapes the hunt, isolates a member from the heard, brings that member down. With aces high – and again also gray – the higher cards tend to be strategies used from a greater abundance of strength and the lower numbers from comparative weakness in strength. Of course from here we can talk about gaining relative advantage if we cannot have absolute advantage to gain strength for a critical moment…and so on

Terry Barnhart spoke on Boydian organizational applications in a talk called Designing and Implementing Maneuver Strategy in Transforming Major Organizations. Terry said any organizational change had to be accomplished on the realms of the moral, mental, and the physical. With that in mind, he advised mapping the social networks of the organization and speaking in “the language of the culture” and “asking for what you need” when attempting to transformation. The end goal is “aligned autonomy,” and Terry’s recommended method of choice is taken from Boyd’s Patterns of Conflict,Slide 80:

 

Search out the “surfaces and gaps”, as reference from Slide 86, POC. In Boyd’s language:

•Present many (fast breaking) simultaneous and sequential happenings to generate confusion and disorder—thereby stretch-out time for adversary to respond in a directed fashion.

•Multiply opportunities, to uncover, create, and penetrate gaps, exposed flanks, and vulnerable rears. [emphasis added]

•Create and multiply opportunities to splinter organism and envelop disconnected remnants thereby dismember adversary thru the tactical, grand tactical, and strategic levels. [emphasis added]

In Terry’s words, “be everywhere at once” and establish relationships that result in buy-in, avoiding “no,” as Terry advised it can take a couple of years to overcome an objection. As aligned autonomy is reached, word will get around about the successes, and all of sudden what was a single agent of change becomes a movement. So Terry is recommending methods in maneuver warfare as a method in transforming organization culture.

During Terry’s talk, Dave recommended Orbiting the Giant Hairball, by Gordon MacKenzie as a guide in navigating the bureaucracy and obstacles often found in large organizations.

 

Marshall Wallace’s Theories of Change and Models of Prediction was our final presentation. Marshall has emerged as one of the leading thinkers among Boydeans. Wallace said, “people are lazy” as he led off his discussion of change models. [personal note: I’ve come to refer to this laziness as “neurological economy”] His thinking was influence by Daniel Kaneman’s Thinking, Fast and Slow and the Heath brother’s Switch: How to Change Things when Change is Hard. When change is desired, clarity is an absolute must have. Wallace offered the four models above as example of change. He said we must ask: “What is the change we want to see?” and ” What are the pre-conditions?”—instead of this model, most people begin with the idea, which more often than not, fails.

Wallace walked our group through the models and emphasized the importance of tempo and used his wife’s efforts to establish dog parks in their city. Everything in government has a process, and Wallace said in this case “going slower than the politicians” paid off. Also, for programs of change, it is best if there is 100% transparency of goals. Both Marshall and Terry recommended a book called The Progress Principle, by Teresa Amabile and Steven Kramer. The most powerful model for me was the one in the lower right corner—particular the use of “more people” and “key” people in any effort to affect change.

Post meeting, Wallace posted the following to our Facebook group wall, that rounds out and expands his thinking:

I was on the plane back to Boston yesterday morning, deeply engrossed in Terry’s book [Creating a Lean R&D System] when a phrase leapt into my head: “Target the whole organism”.

As the Michaels in our lives (Moore and Polanyi) remind us, “we know more than we can say”. I feel that quite clearly and I constantly struggle with language. I am never satisfied with any presentation I give because I know that, due to failures on my part to use the perfect word at the right moment, I left some understanding on the table.

Somehow the weekend, with spectacular conversation, a good night’s sleep, the enforced idleness of air travel, and Terry’s superb book, shook something loose.

Target the whole organism.

What flashed through my mind at that moment were pieces of the talks.

Jim prompted discussion of what the next set of books about/on/adding to Boyd should look like.

Francis drew a pie wedge with “firepower” on one edge of the pie and “maneuver” on the other. He was describing two schools of thought on conflict as represented by these extremes. Everybody seemed to agree that the balance lay somewhere in the middle and was definitely related to the context.

Robert’s exercises with his strategy decks shook countless examples of strategic action and insight loose in our minds. The combination of cards, taking one from each of the competition and collaboration decks, was especially exciting.

Terry laid out his plan to blitzkrieg his company, and invited us to make it better.

I ended with a 4-cell matrix demonstrating the four basic categories under which all Theories of Change operate (more on this later). Experience has shown that most people operate out of an implicit Theory that traps them in one quadrant, whereas social change only occurs if all four quadrants are affected.

Target the whole organism.

I got home and opened up “The Strategic Game of ? and ?”. Interaction and Isolation.

Firepower and maneuver – at the same time. Competition and collaboration at the same time.

Boyd side-by-side with his sources and several commentators. CEO, discouraged middle-managers, and the line at the same time. More People and Key People at both the individual level and the structural level all at the same time.

Target the whole organism.

A force that uses maneuver to confuse and firepower to destroy will dominate. A force that can swing rapidly between extremes and also find balance is even more slippery than one that acknowledges the “necessary” balance. The two practices can be in separate parts of the battlespace (context matters), but because both are occurring, the confusion generated may well be more intense. It looks as though the force is two distinct armies and communication among the enemy may be unintelligible because the threats being faced are so different.

Bringing collaborative concepts into competitive spaces or vice versa while not abandoning the underlying logic of the space opens up more options, challenges notions, and expands horizons. Can we interact and isolate at the same time? What does that snowmobile look like?

If we want to effect social change, we need to target the whole system. We can sequence our efforts in time, though we can’t forget to move as quickly as the circumstances allow. At the same time, every effort must be connected to the whole organism.

The target is not the target. I do not aim at the eye of the fish. I don’t wan’t to hit the bullseye.

I want to pick up the whole madding crowd of intense archers, cynical kings, and wildly cheering spectators and move them.

This was the first “local” event, and based on the response, we’ll be doing these a few times a year. Many thanks to all who participated, and Merry Christmas and a Happy New Year to  you all!

UPDATE: Dave shared these with our group. Francis said, “We live and die by bumper stickers.” Here is a good example:

 

Here is Dave’s interpretation of the Sufi elephant:

 

 

 

Cross-posted at To Be or To Do.

The Violent Image by Neville Bolt 

Columbia University Press just sent me a review copy of The Violent Image, by Dr. Neville Bolt of King’s College vaunted War Studies Department.  Initially, I was amused by the colorful book jacket, but flipping through, it belies a very weighty, heavily footnoted, academic exploration of the iterative relationship between propagandistic imagery and insurgency. Even a casual perusal indicates that The Violent Image is a book many readers of ZP will  like to  get their hands on.

From the jacket:

….Neville Bolt investigates how today’s revolutionaries have rejuvenated the nineteenth century “ptopaganda of the deed” so that terrorism no longer simply goads states into overreacting, thereby losing legitimacy. Instead the deed has become a tool to highlight the underlying grievances of communities

A small sampling of some of the section titles:

Strategic Communications:the State
Strategic Communications: the Insurgent
Networks in Real and Virtual Worlds
Images as Weapons
POTD as Insurgent Concept of Operations
Anonymity and Leaderless Revolutions
The Arab Uprisings and Liberation Technology
POTD as Metaphor

Endnotes run slightly over 90 pages and the bibliography tips the scales at 50, for those interested in such things.

Looking forward to reading this and seeing how Bolt presents his case.

An excellent post from Adam Elkus – strongly recommended!

The State Problem In National Security Policy

….The report makes a lot of comments about the rise of individual autonomy, the empowering of regional network-cities, and technology’s acceleration of the power of non-state actors. Wired interpreted part of this as signaling a decline of the state, which has been a popular theme since Martin van Creveld’s work on theTransformation of War. I think that is an accurate characterization of the parts of the 2030 report that talk about the empowerment of non-state actors and the rise of international networks. I’m less interested in the report, though, than in the general narrative of state decline in national security policy discourse.

We’ve heard that states are in decline, and both benign and malign networks and private actors are on the rise. This isn’t a new theme—if you look back a few decades the rise of multinational corporations and the multilaterals prompted a similar debate about sovereignty and power in the modern world. The state-centric defense practitioner is enjoined to move beyond caring about states and embrace a new reality.

…. What we have been dealing with, however, is an unfortunate tendency to write the non-state actor and transnational network out of the last few centuries of history. But he (or she) stubbornly refuses to go away. We can talk about some of the reasons why this might be the case in the international environment but it is also worth talking about why we often assume much more coherence and cohesion in our domestic environment than reality may justify.

….In Charles Tilly’s book Democracy, he argues that four processes are necessary to create and sustain a democratic state: the growth of state capacity by suppressing alternative sources of power, the reduction of categorical inequalities, and the integration of strong tie-based trust networks into public life. Warlords and kingpins that predate make it difficult for rights to be guaranteed. Categorical inequality lessens the ability of the people to meaningfully control their own destiny. And strong trust networks that cannot express themselves in political and social life also have the potential for predation and the erosion of state authority. Tilly casts these processes as never-ending in scope, and states are capable of backsliding on any one of them.

Very rich food for thought.

Trust networks are an interesting way to look at broader social networks and discern, at times, the presence of modularity (and therefore specialized skills, capacities, knowledge etc.) within a looser network structure (weak ties and links vs. highly interconnected sets of hubs with strong ties). We tend to graph these things in simple diagrams, like concentric circles with “al Qaida hard core” in the center, but really, they are more akin to clumping or clotting or uneven aggregation within a less dense field of connections.

Adam is also right that the irregular, the illegal, the tribal, the secret society, the rebellious peasant was largely ignored by nationalistic  historians in the late 19th and early to mid 20th century – and when they came back in vogue in the 1960’s with revisionist, labor, social, cultural etc. schools of historians, they tended to groan under the heavy yoke of dogmatic Marxist class analysis and then later the radical academic obsessions with race, gender and sexual orientation “oppression”. Too seldom, were these people and their doings found to be interesting in themselves so much as puppets for a very tortured, abstract passion play to exorcise demons and pursue petty grudges against other scholars.

In any event, Adam is worth reading in full.

 

A few comments on the article by Lt. Col. Jill Long at SWJ and the hardheaded critique by Jason Fritz of Inkspots to which I linked yesterday.

First, the attempt that Long was making in posing an alternative to Clausewitz was a laudable one, in the sense that every serious student who picks up a classic text, Clausewitz, Thucydides, Sun Tzu, Marx, Plato, Machievelli, Musashi and so on, should do more than simply try to understand the author and accept their views uncritically. Doing so would make you a parrot, not a scholar. Instead, we need to wrestle with and challenge the text; try to poke holes in the argument, turn it inside out and break it apart, if we are able. Sometimes we can make a legitimate chip or dent but most of the time, we are going to fail – the reason people have read these books for two or twenty centuries is because the arguments of brilliant minds within them continue to have enduring relevance.

I don’t think Long succeeded in her effort here, but if every officer had as part of their PME to formally construct an alternative to Clausewitz as she tried, we’d have a more strategically informed military and arguably one that better understood Clausewitz. If nothing else, Long was intellectually more courageous than the majority of her brother officers to make the attempt in the full glare of public scrutiny and that is praiseworthy

That said, “What is War? A New Point of View” is problematic. In my view, there are three major structural flaws in Long’s article: first, I don’t think she wrestled with On War  to plausibly justify her opening claim that that Clausewitz’s definition of war was obsolete. As Colonel David Maxwell pointed out at SWJ, that kind of bold discussion requires some reference to CvC’s “remarkable trinity”. Jason Fritz was probably speaking for a Clausewitzian legion when he, quite correctly, jumped on her argument for using dictionary definitions(!),  not tackling Clausewitz’s actual definition of war in asserting it was an anachronism or that such a definition can and does apply to non-state actors making war as well as states. You can’t make sweeping claims as a declaratory preface to the subject you’d really like to talk about – your audience will demand proof of your claim first.

The second major problem, is Long similarly dismisses the accepted definition of war under international law which is not only as equally large a field as Clausewitzian thought, it’s far larger and more important – being, you know – binding international law!  Disproving either of these alone is a fit subject for a dissertation or a book, not a paragraph. Sometimes we must learn how to construct a melody before we attempt to write a symphony.

The third structural problem is one of basic epistemology. Long’s assertion that Clausewitz’s (or any ) definition is not sufficiently broad because it is simple and that her definition is because it is complex is fundamentally ass-backwards. The question of definitions is one of the oldest ones in Western philosophy and we know that simple and profound definitions are by nature broadly stated while the negative dialectical process of qualifying them narrows their scope of application by revising the definition in a more complex form.

Jason Fritz raised a very interesting objection in his rebuttal:

….Long fails to adequately describe how the world has changed or how the “Global Era” plays into this. She states that the terrorist attacks on September 11, 2001 have changed how we should perceive the world. It seems that the she believes that that day should have awakened Americans to the threat of non-state actors. Long also states that “‘interconnected systems of trade, finance, information, and security’ demand a larger perspective when considering the engagement of imposing national will on others.” Both of these points are stated in defiance of history. Globalists enjoy selling the greatness and threats of our “interconnected systems” in the modern day, but that presumes that the world is newly interconnected. We know this is not true. Interconnection in today’s world may be faster and easier, but it is not new. States and other political groups have interacted over the elements listed for millennia – look only to the period of global colonization to see how long we as humans have been at this. Long does not describe how today’s globalization is unique and why that changes how we define war.

There are important distinctions to be made here but my short comment would be that globalization has had a significant effect upon warfare but not upon war.

As Jude Wanniski once pointed out, there is and has always been only one “system” – the whole world. What globalization has changed among the constituent parts is the velocity of transactions, their frequency, the potential number of players making transactions, where the system has degrees of transparency and opacity, the incentives and capabilities of political “gatekeepers” to control exchange of information or goods among other things. It is a different global economy than the one under the auspices of Bretton Woods or the quasi-autarkic decade of the Great Depression or the first globalization that died in August 1914.

Most of these things have direct bearing on economics, politics or policy but indirectly on the conduct of warfare as well. Balance of comparative advantages can be altered, situational awareness of conflicts can be heightened and the line between de jure war and “mere violence” uncomfortably blurred. Generally, statesmen have reacted to globalization by imposing greater political constraints – usually more than would be tactically wise or efficient –  on their own use of military force in less than existential conflicts. Generally, this is perceived as an aversion to taking or inflicting casualties and a legalistic-bureaucratic micromanaging of  military commanders and troops.Whether such politically self-imposed limits are useful in pursuing a strategy for military victory is another question, one that can only be answered in specific contexts. Sometimes restraint and de-escalation is the best answer on the strategic level.

What was good in the Long article? In my view, the root idea of conceptualizing of war on a spectrum; it is a useful cognitive device that could accommodate nuances, ideal for examining case studies or changes in warfare over time. But would be more persuasive if developed with accepted definitions.