Title: Balloon observation and instructions : on the subject of work in the basket
Author: Aeronautics, U.S. Army Division of Military
Language: English
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[Illustration: (cover)]



                          BALLOON OBSERVATION
                            and INSTRUCTIONS

                           on the subject of

                           WORK IN THE BASKET

                                   ❦

                            _Issued by the_
                    Division of Military Aeronautics
                               U.S. Army


               ¶ A free translation of the French booklet
             “Instructions au sujet du Travail en Nacelle,”
             and an added discourse on Balloon Observations


                             [Illustration]


                               WASHINGTON
                       GOVERNMENT PRINTING OFFICE
                              AUGUST, 1918



PART I.

BALLOON OBSERVATION.


INTRODUCTORY NOTE.

In this pamphlet will be laid down the general principles and also the
limitations which govern observation from balloons. Balloon observation
includes more than actual artillery observation. (See “Employment of
Balloons.”)

The details of cooperation between balloons and artillery are issued
from time to time by the General Staff in the form of pamphlets.
Whatever the system ordered at the time, there are certain principles
which do not change.

In artillery observation it can not be emphasized too strongly that
success depends both on--

1. The efficiency of the balloon observers, including an intimate
knowledge of the ground within view.

2. An intimate knowledge by artillery commanders of the possibilities
and limitations of balloon observation.

The limitations of balloon observation are--

1. Distance from the target.

2. Height of observer.

3. Visibility.

Distance from the target is inevitable, but can be lessened by advanced
positions and winch tracks. During active operation it has sometimes
been possible to approach balloons within 4,500 meters (4,921 yards) of
the line.

The low height of the balloon compared with an aeroplane is a drawback,
as it brings a question of dead ground and exaggerated perspective.

Visibility is the determining factor of the balloon’s usefulness.
In very high winds, very misty or cloudy weather, observation is
impossible, and owing to its stationary nature the balloon can not, by
any special effort on the part of its observers, overcome unfavorable
conditions in the same way as is possible in the case of aeroplane
observation.

On the other hand, a balloon flying at a height of 1,500 meters (1,640
yards) and 7,000 meters (7,651 yards) from the line, under favorable
weather conditions, combines in a marked degree many of the advantages
of air and ground observation.

In the first place, glasses can be used. Secondly, the balloon observer
can converse direct with the battery commander by telephone. Apart,
therefore, from ease and certainty in reporting observations, the
telephone system enables an elastic program of work to be drawn up and
admits of personal conversation between the battery commander and the
observer, often permitting mistakes or misunderstandings to be cleared
up during shoot instead of afterwards.

Finally, owing to the continuous nature of his observation from the
same spot, the balloon observer is able to learn his country in the
greatest detail and can keep a close watch on suspected roads or areas
of country.


LIAISON BETWEEN BALLOONS AND ARTILLERY

The work of balloons is principally with the artillery, and close
liaison between these two branches is indispensable if the best results
are to be obtained. This close liaison should be promoted on the
following lines:

(_a_) Balloon companies should each, as far as possible, be allotted
specific artillery organizations. This facilitates telephone
communication, prevents duplication of liaison work, and leads to a far
more intimate and personal liaison than does any other method.

(_b_) Balloon observers must visit batteries frequently, and sometimes
be attached for short periods. Shoots should be discussed, especially
if unsuccessful. Observers should prepare and take with them when
visiting batteries a list of targets which are clearly visible from the
balloon and on which they can observe effectively. Similarly, artillery
commanders should let balloon observers know of any further targets
which they especially wish to engage, as work previously prepared on
the ground saves time and gives better results.

(_c_) Artillery officers should visit the balloon and make ascents.
They will thus become acquainted with the extent of view from the
balloon and the ability and difficulties of the observers.


EMPLOYMENT OF BALLOONS.

In view of the above, the work most suitable for balloons is as follows:


GENERAL SURVEYANCE OF ENEMY’S ACTIVITIES.

(_a_) Reporting modifications of enemy defensive organization;
detecting movements of convoys and trains. Their importance and
itineraries, locating infantry signals, and all other activities such
as revealed by fires, smokes, dust, trails, etc.

(_b_) Spotting active hostile batteries and reporting hostile shelling.
Reporting hostile shelling is a duty for which balloons are especially
suitable, as they are favorably situated to observe both the flash of
the gun and the fall of the shell. From this information it is possible
to direct not only neutralizing fire on the hostile battery, but often
also to establish the caliber of the guns and the arc of fire of the
battery.


RANGING AND ADJUSTING OF FIRE.

(_a_) Observing fire for destruction on all targets, counterbattery, or
bombardment.

(_b_) Reporting fleeting targets and observing fire on them.

(_c_) Observing for registration fire.

(_d_) Observing fire on the enemy’s communications.

(_e_) Cooperation with aeroplanes.



PART II.

WORK IN THE BASKET.

[Translation of French document, “Instructions au sujet du Travail en
Nacelle,” a publication of French G. Q. G., 1918, by Lieut. Kellogg.]


The rapidity and precision of the work in the basket depend not only on
the natural gifts of the observer, but also very largely on his methods
of work.

The object of the following instructions is to tell the student
observers the general methods they should follow and to explain the use
of these methods.

The principal operations which they must be able to execute rapidly are
as follows:

1. Orientation and general reconnaissance of the terrain.

2. Spotting points on the ground seen on the map and points on the map
seen on the ground.

3. Observation of fire.



CHAPTER 1.

ORIENTATION AND GENERAL RECONNAISSANCE OF THE TERRAIN.


This is the operation which the observer executes on his first
ascension in a new sector; this is how it should be conducted.

1. _Rapidly look over the terrain around the ascensional point in order
to orient the map._

This is done by finding in some direction from the ascensional point a
line giving an easily identified direction (a road, an edge of woods,
etc.). Orient the map so as to make this line on the map parallel to
the line on the ground.

The map can also be oriented by means of the compass.


2. _Locate the horizontal projection of the balloon._

The observer may know already the winch position, but the balloon is
carried off horizontally from the winch sometimes as much as 400 or
500 meters (436 to 545 yards). Thus it is essential not to confuse the
winch position with the horizontal projection of the balloon. If this
is done, errors will be made in the operations which we are going to
discuss later, where we make use of this known point.

It is pretty hard to materialize definitely the vertical line passing
through the basket. The effect of the wind and the movements of the
balloon make it impossible to use a plumb line. The observer has to
find his projection on the ground by leaning first from one side of
the basket and then from the other in order to diminish the chances of
error. An approximation of 25 or 50 meters is sufficiently accurate for
the general reconnaissance which it is necessary to make.


3. _Leaving the region beneath the balloon, acquaint yourself, step by
step, with the most prominent points in different directions--masses of
woods, villages, etc._

There are two methods--by the process of cheminement or tracing
landmarks and by the process of direct alignment.

The process of “=cheminement=” or tracing consists in following
outlines, such as roads, streams, or hedges, identifying as you go
along details of the terrain which these lines pass through or near.
On account of the deformations due to the effect of perspective and
to the unevenness of the ground, and particularly on account of the
deformation of angles, if it is a winding road, this method often leads
to errors; it should be employed only in certain cases defined below:

The process of “=direct alignment=” consists of studying the terrain by
following successive directions from the balloon position.

We call the “alignment” of a point the trace, on the terrain, of the
vertical plane passing through this point and through the eye of the
observer; in perspective vision, when the observer determines the point
in question, this alignment would appear to him a vertical line. On the
map it is nothing more than the straight line joining the point under
consideration to the vertical projection of the balloon.

The method of alignment, then, consists in first identifying the most
prominent points near the balloon and finding, by cheminement or
tracing, the lines running from these points. =A point found directly
by cheminement should not be considered as definitely determined until
its alignment has been verified.=

This first reconnaissance is not to study the terrain in all its
details, but only to fix in the memory a certain number of prominent
points scattered throughout the sector in order to facilitate later
work.

These points should be very distinct, visible to the naked eye, and
of characteristic forms, so that there will be no danger of confusing
them with others--masses of woods, important villages, etc. Roads
with borders of trees, large paths for hauling supplies, when taken
together, are very valuable for quickly finding others.



CHAPTER II.

SPOTTING OF POINTS.


_Generalities._--In all spotting operations, whether working from the
map to the terrain or vice versa, the difficulty is due to the fact
that the situation of the point has to be found on a two-dimension
surface.

The best method of work will be, then, that which suppresses as quickly
as possible one of these dimensions and to conduct the research on a
straight line.

Any point can be placed on the terrain or on the map if you know the
following elements:

1. Its “direction” or alignment.

2. Its situation on this alignment--that is, its “range.”

In oblique vision, a digression in direction is always much more
apparent than a digression of the same size in range. =Thus the
direction of a point can be identified with more facility and precision
than its range.= For these reasons, the following methods consider two
distinct phases in all spotting operations:

1. Investigation of direction.

2. Investigation of range.

=The investigation in direction always comes first=, as it is easier,
and its result makes the investigation for range easier.


LOCATING ON THE GROUND AN OBJECT SEEN ON THE MAPS.

If it is a question of a very visible point (cross-roads, an isolated
house, a corner of woods, etc.), the spotting can be done almost
immediately, it was found in the general reconnaissance of the terrain,
which was discussed in chapter 1.

If, on the contrary, the point under consideration is difficult to
find (a piece of trench in a confused and cut-up region, a battery
emplacement, etc.), we must have recourse to a precise method.


1. RESEARCH IN DIRECTION.

Join on the map the projection of the balloon and the center of the
objective. Identify this direction on the terrain by finding on the
alignment a prominent point. This line can be drawn in the basket. =It
is a good thing to draw the alignment on a vertical photograph of the
objective also, in order to have a greater number of reference points
than the map could give.=


2. INVESTIGATION OF RANGE.

Identify on the map (or photo) two points, one situated over and one
short of the objective. Narrow down this bracket step by step until the
object is recognized.

As this investigation of the range is the more difficult, observers
must be warned against certain methods which are to be absolutely
avoided--

1. =Never identify the range of a point by comparing it with that of a
near-by point situated on a different alignment.=

If these two points are not at exactly the same height, the
deformations due to oblique vision can falsify their apparent relative
range. The point farthest away can even seem nearer, and the nearest
point farther away.

[Illustration: _Fig. 1_

_Fig. 2_]

EXAMPLE (fig. 1).--Suppose there are two trees, A and B, A being nearer
the balloon and higher than B. It can happen that, in oblique vision
(fig. 2), B having its image B´ and A its image A´, the depression of
the image B´ is more than that of A´. In this case, the observer will
be tempted to believe that the tree B is nearer him than the tree A.

2. =All oblique alignment in investigating the range must be absolutely
avoided.=

Oblique alignment means a line connecting two points on the map and not
passing through the horizontal projection of the balloon.

You might be tempted to use an alignment to find the range of an
objective after having determined the direction. The process would
consist in finding on the map two points so placed that the straight
line between them passes through the objective, visualizing this line
on the terrain, and placing the objective at the intersection of this
visualized line and the direct alignment. This result, which would be
accurate if the ground were absolutely flat, is made erroneous by the
unevenness of the terrain. On account of this, the oblique alignment
does not pass, in oblique vision, through the same points as its
horizontal projection on the map.

[Illustration: _Fig. 3_]

EXAMPLE (fig. 3).--On the map C is the objective, A and B two points
so situated that the line AB passes through C, and EF the direct
alignment, or the line balloon objective. The line AB coincided on the
terrain, with the trace of the vertical plane passing through A and B.
In oblique vision (fig. 4) it is different. The line A′C′B′ is a curve
which follows the irregularities of the ground, and the point C′ is not
on the oblique alignment A′B′.

[Illustration: _Fig. 4_]


LOCATING ON THE MAP AN OBJECT SEEN ON THE GROUND.

1. _Determine first on the map the approximate region where the
objective is seen._

A result which you can obtain very quickly, thanks to the points which
you had found in your first reconnaissance of the terrain.


2. _Investigation of direction._

This operation consists in determining the alignment of the objective.
As this alignment is a straight line, you only have to know two points.
One of them could be the horizontal projection of the balloon; but you
must realize that this position is always changing a little, and it is
hard to determine it with absolute precision. It is better to carry on
the operation independent of this position, which means applying the
following method:

=Choose on the alignment of the center of the objective two points,
one over and one short, and easily identifiable on the map. Draw with
a pencil in the region of the objective the alignment thus obtained.=
These points should be, as far as possible, precise details of the
terrain, such as a corner of woods, an angle of a house, a place where
roads or trenches cross, an isolated tree, etc. When the alignment of
the objective does not pass through any such points, the difficulty can
be overcome by determining in what proportions it cuts a known element,
such as an edge of woods or a hedge, =provided this element is plainly
perpendicular to the direction of observation=.

This direction can be approximated to the extent of the thickness
of the pencil mark. On its accuracy the final result depends. The
difficulty lies in materializing the alignment--that is, the vertical
line through the center of the objective--in order to lessen the
chances for mistakes. Student observers should have frequent practice
in this exercise.

When the point to be found is near the edge of the map it is sometimes
necessary to take both reference points between the balloon and the
objective; this should be avoided as much as possible, because it
is apt to be less exact than when the objective is bracketed by its
reference points.

Thus (fig. 5), two reference points A and B determine the alignment AB,
O, the objective, is situated at some point between A and B. An error
AA′ in the spotting of one of these points leads to a smaller error in
the position of the objective OO′--that is, smaller than AA′.

[Illustration: _Fig. 5_

_Fig. 6_]

On the other hand, let both the reference points “a” and “b” (fig. 6)
be situated short of the objective O, “a” being nearer the objective
and “b” nearer to the balloon. An error aa′ in spotting “a” leads to
an error OO′ in the objective greater than aa′. Notice that this error
diminishes as “A” approaches O, thus “a” being as a₁, the error a₁a′₁
equal to aa′ leads to an error OO′₁, in the objective, less than OO′.
We would thus obtain an analogous result if we would move the point “b”
farther away.

Therefore, =when you are obliged to take the two reference points
between you and the objective, choose one as near the objective as
possible and the other as near as possible to the balloon=.


3. _Investigation of range._

Identify details of the terrain situated over and short of the
objective on the alignment. Narrow this bracket down step by step;
situate the objective on the map according to its relative distance
from the two nearest identifiable reference points, taking into
account the deformations due to the laws of perspective and the relief
of the ground.

If you have a vertical photograph of the region, trace the alignment on
this photograph and make the investigation in range by the same means.

The dangers against which I warned you before in connection with the
investigation of range apply in this case also, so it is unnecessary to
repeat them.

When the two last identifiable reference points are some distance
from each other, the situation of the objective has a possible error,
of which you know the size according to the distance between the two
reference points; it might be interesting to remember this in case
different information is obtained on this objective from that obtained
in the balloon.

This error can be considerably diminished if you use a vertical
photograph; the investigation can then be carried on by the same method
as on the map, with greater precision. In the case of a battery,
particularly, it is for the observer to find the position of each piece.

In case, on account of dead ground or of a mask before the battery,
the observer sees the flashes or the smoke without seeing the battery
itself, he should mark the exact alignment in which the flashes or
smoke are seen, and determine the bracket in range--that is, the
reference points nearest the objective which are clearly over and
short. This document compared with other information can facilitate the
identification of the battery.



CHAPTER III.

OBSERVATION OF FIRE.


The observation of fire is essentially the following operation,
repeated for each shot or salvo: Locating on the ground the position of
one point, which is the point of burst, and announcing its situation
in reference to another point, which is the target.

But it has been demonstrated that it is impossible, without using the
map, to determine the error in range of one point relatively to another
point not on the same alignment.

The operation must consist in:

1. Spotting on the map the point of burst.

2. Reading its position in reference to the target.

The observation of the burst--that is, the spotting of the point of
impact--is the same whether the observation is direct or lateral.


1. PREPARATION OF THE FIRE.

=Draw on the map, and copy if possible on a vertical photograph, the
line balloon target (alignment of the center of the objective) and
draw through this point a perpendicular to the alignment. In case the
observation is lateral, draw also the line battery target and its
perpendicular.=

To draw the line balloon target, it is not necessary to know the
horizontal projection of the balloon. It is enough to find on the
ground a point situated directly on the alignment of the center of the
objective.


2. OBSERVATION OF A SHOT.

=When the shell bursts, take quickly an alignment and reference points
in range of the point of burst; spot this point on the map or on the
photograph; give its error in reference to the line battery-target,
measuring it by the scale on the map or on the photograph.= (It is
well to put the graphic scale on the photos.)

The delicate part of the operation consists in seeing the shot at the
moment of burst. One must try to spot the apex of the inverted cone
formed by the burst, without paying any attention to the more or less
considerable cloud of smoke which follows and which will cause mistakes
if the burst was not seen immediately. The method of situating the
point is the same as that described above.

For the direction, one reference point is enough, because one can
consider the alignment of the point as practically parallel to the
balloon-target. For the range, a rapid study of the terrain before the
fire is sufficient to allow the observer to know the reference points
by which he can guide himself. His eyes must never leave the point of
burst until he has fixed well in his mind its situation in reference to
appropriate reference points. Not to do this would lead to errors and
to loss of time while he has to find the point again with his glasses
to study it some more.

When the observation is direct, the direction of the burst is,
of course, known as soon as it is seen. When the observation is
lateral, it is well to remember that the line battery-target can not
be materialized on the ground because it is in reality an _oblique
alignment_, leading to the same errors which we have discussed. It
follows all irregularities of the ground and, on account of this, can
not be followed exactly in oblique vision.

Particularly around batteries, the ground is often very irregular.
There may even be little spaces of dead ground, caused by hollows which
the map does not always show. The above method, applied with the help
of photographs, allows you to avoid errors resulting from the existence
of these hidden parts.


PRACTICAL ADVICE.

1. _Work sitting down, with the map on your knees and leaning against
the edge of the basket._

This position is preferable to all others, because it allows the
observer--

(_a_) To correct with his head and shoulders the movements of the
basket.

(_b_) To have the map always before him. He can consult it at any
moment, mark the necessary alignments without loss of time, use it as a
desk for drawing or taking notes, or as a wind shield when looking at
photographs.

The observer who works standing up must either pick up his map from
the bottom of the basket every time he needs it, which is out of
the question, or fasten it outside the basket; the latter solution
is inadvisable, it necessitates working in the wind when the map is
referred to, and every time the observer turns to look at his map he
disturbs the equilibrium of the basket.

It is advisable to work standing up only on days when there is
practically no wind, and the balloon is continually turning and never
becomes oriented.


2. _Have always within reach a flat rule, a pencil, and a duodecimeter
rule._

To be able to trace an alignment on the map with precision, the rule
must rest on a firm surface. This happens when the map is mounted on a
drawing board; when it is mounted on a frame with rollers, the frame
should have, between the two thicknesses of the map, a board level
with the edges of the frame on which the rule can slide with its whole
length on the map.

With a hard pencil, well sharpened, precise and neat alignments can be
drawn.

The duodecimeter rule is for measuring distances on photographs and on
the map; chiefly in observations of fire.


3. _Hold the field glasses with both hands._

This advice, sometimes ignored by observers without expedience, has a
great influence on the accuracy of information. When an observer holds
the glasses in one hand, it is much more difficult for him to correct
the movements caused by the balloon and to concentrate on a point. It
is very important, therefore, to hold the glasses firmly with both
hands, especially when you are making a delicate observation or when
you wish to study an “objective” in detail.



PART III.

APPENDIX.


NOTE 1.--All observations of rounds refer to the line battery target
(_b-t_) and a line perpendicular to same passing through the target.
Observations are given in meters right and left and whether the round
is over or short. Indications as to deflection are given before those
of range. Indications as to the amount of error precede those as to the
sense of the error. Example, 50 meters “Right,” “over.” Owing to the
dispersion of fire when adjusting fire for field artillery or howitzer,
it is unnecessary and of little value to the battery to give the amount
of the error in range except when asked for by the battery commander or
when the error in range is abnormal (over 200 meters).

When the target is clearly visible and the effect of a round hitting
a target is evident, the observation “Target” is reported. Unless
the observer is certain of having seen the bursts “Unobserved” will
be sent. If, however, after a few seconds smoke can be seen rising
from trees, houses, etc., in proximity to the target, the observation
“Unobserved, but smoke seen rising left and over,” may be given.

NOTE 2.--Observers must beware of being over-confident in their own
powers of observation. True confidence only comes with experience, and
this is best attained by making ascents with a trained observer when
ranging a battery and checking one’s own observations with those given
by him. An observation must never be given unless the observer is quite
certain as to its correctness. It is essential to good results that
the artillery may be able to rely absolutely on the observations sent
down. The observer must watch the target but must avoid straining his
eyes by putting up his glasses as soon as a round is fired. He should
arrange for the chart room to inform him when a shell is about to
fall. The latter must know the time of flight. Observers must learn to
distinguish readily the bursts of different kinds of shells.

NOTE 3.--If the balloon-target line makes an angle with the
battery-target line of more than 30° with field artillery and 20° with
heavy, the balloon position will be given to the battery, and all
observations will be given with reference to the balloon-target line
and the battery will replot accordingly.




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