… for a lot of Roman reforms or other changes we just don’t have a lot of evidence for how they were presented. What we often have are descriptions of programs, proposals or ideas written decades or centuries later, when their effects were known, by writers who may be some of the few people in the ancient world who might actually know how things “used to be”.
What I will say is that the Romans were very conservative in their outlook, believing that things ought to be done according to the mos maiorum – “the customs of [our] ancestors”. The very fact that the way you say “ancestors” in Latin is maiores, “the greater ones” should tell you something about the Roman attitude towards the past. And so often real innovations in Roman governance were explained as efforts to get back to the “way things were”, but of course “the way things were” is such a broad concept that you can justify pretty radical changes in some things to restore other things to “the way they were”.
The most obvious example of this, of course, is Augustus with his PR-line of a res publica restituta, “a republic restored”. Augustus made substantial changes (even if one looked past his creation of an entire shadow-office of emperor!) to Roman governance on the justification that this was necessary to “restore” the Republic; exactly what is preserved tells you a lot about what elements of the Roman (unwritten) constitution were thought to be essential to the Republic by the people that mattered (the elites). And Augustus was hardly the first; Sulla crippled the tribunate, doubled the size of the Senate and made substantial reforms to the laws claiming that he was restoring things to the way they had been – that is, restoring the Senate to its position of prominence.
And one thing that is very clear about the Greeks and Romans generally is that they had at best a fuzzy sense of their past, often ascribing considerable antiquity to things which were not old but which stretched out of living memory. Moreover there is a general sense, pervading Greek and Latin literature that people in the past were better than people now, more virtuous, more upright, possibly even physically better. You can see this notion in authors from Hesiod to Sallust. This shouldn’t be overstressed; you also had Aristotelian/Polybian “cyclical” senses of history along with moments of present-triumphalism (Vergil, for instance, and his imperium sine fine). But still there seems to have been a broad sense of the folk system that things get worse over time and thus things must have been better in the past and thus returning to the way things were done is better. We’ve discussed this thought already where it intersects with Roman religion.
And the same time, here we run into the potential weakness of probing elite mentalités in trying to understand a society. Some Romans seem quite aware of positive change over time; Pliny the Elder and Columella are both aware of improving agricultural technology in their own day, particularly as compared to older economic writing by Cato the Elder. Polybius has no problem having the Romans twice adopt new and better ship designs during the First Punic War (though both are “just-so” stories; the ancients love “just-so” stories to explain new innovations or inventions). And sometimes Roman leaders did represent things as very much new; even Augustus combined his res publica restituta rhetoric with the idea that he was ushering in a saeculum novum, a “new age” (based on the idea of 110 year cycles in history).
So there is complexity here. The Romans most certainly did not have our strong positive associations with youth and progress. Their culture expected deference to elders and certainly didn’t expect “progress” most of the time; things, they thought, generally ought to be done as they had “always been done”. Consequently, framing things as a return to the mos maiorum or as a means to return to it was always a strong political framing and presumably many of the folks doing those things believed it. On the other hand the Romans seem well aware that some of the things they did were new and that not all of these “firsts” were bad and that some things had seemed to have gotten better or more useful since the days of their maiores. And some Romans, particularly emperors, are relatively unabashed about making dramatic breaks with tradition and precedent; Diocletian comes to mind here in particular.
Bret Devereaux, “Referenda ad Senatum: January 13, 2023: Roman Traditionalism, Ancient Dates and Imperial Spies”, A Collection of Unmitigated Pedantry, 2023-01-13.
October 16, 2025
QotD: The Roman proclivity to accept changes that “go back to the way things used to be”
October 10, 2025
QotD: Cleopatra’s reign in Egypt
… I think the interesting question is not about Cleopatra’s parentage or even her cultural presentation (though the latter will come up again as it connects to the next topic); rather the question I find interesting is this: “What sort of ruler was Cleopatra? Did she rule well?” And I think we can ask that in two ways: was Cleopatra a good ruler for Egypt, that is, did she try to rule for the good of Egyptians and if so, did she succeed (and to what extent)? And on the other hand, was Cleopatra a good steward of the Ptolemaic dynasty?
These are related but disconnected questions. While we’ll get to the evidence for Cleopatra’s relationship with the people of Egypt, the broader legacy of the Ptolemies itself is very clear: the Ptolemaic dynasty and the Greek-speaking settlers it brought were an ethnically distinct ruling strata installed above native Egyptian society, an occupying force. None of Cleopatra’s royal ancestors, none of them had ever even bothered to learn the language of the people they ruled, whose taxes sustained their endless wars (initially foreign, later civil). Top administrative posts remained restricted to ethnic Greeks (though the positions just below them, often very important ones, might be held by Egyptians), citizenship in Alexandria, the capital, remained largely (but not entirely) restricted to Greeks and so on. It’s clear these designations were not entirely impermeable and I don’t want to suggest that they were, but it is also clear that the Greek/Macedonian and Egyptian elite classes don’t begin really fusing together until the Roman period (when they were both equally under the Roman boot, rather than one being under the boot of the other).
Consequently, the interest of the Ptolemaic dynasty could be quite a different thing from the interests of Egypt.
And I won’t bury the lede here: Cleopatra, it seems to me, chose the interests of her dynasty (and her own personal power) over those of Egypt whenever there was a choice and then failed to secure either of those things. Remember, we don’t have a lot in the way of sketches of Cleopatra’s character (and what we have is often hostile); apart from a predilection to learn languages and to value education, it’s hard to know what Cleopatra liked. But we can see her strategic decisions, and I think those speak to a ruler who evidently was unwilling or unable to reform Egypt’s ailing internal governance (admittedly ruined by generations of relatively poor rule), but who shoveled the resources she had into risky gambles for greater power outside of Egypt, all of which failed. That doesn’t necessarily make Cleopatra a terrible ruler, or even the worst Ptolemaic ruler, but I think it does, on balance, make her a fairly poor ruler, or at best a mediocre one.
But before we jump into all of that, I think both a brief explanation of the structure of this kingdom and brief timeline of Cleopatra’s life would be good just so we’re clear on what happens when.
For the structure of the kingdom, we need to break up, to a degree, the peoples in Egypt. Ptolemaic Egypt was not even remotely an ethnically uniform place. Most of the rural population remained ethnically Egyptian but there were substantial areas of “Macedonian” settlement. Ptolemaic subjects were categorized by ethne, but these ethnic classifications themselves are tricky. At the bottom were the Egyptians and at the top were the “Macedonians” (understood to include not just ethnic Macedonians but a wide-range of Greeks). The lines between these groups were not entirely impermeable; we see for instance a fictive ethnic grouping of “Persians” who appear to be Hellenized Egyptians serving in the military. At some point, this group is seems to be simply rolled into the larger group of “Macedonians”. nevertheless it seems like, even into the late period the “Macedonians” were mostly ethnic Greeks who migrated into Egypt and we don’t see the Egyptian and Macedonian elites begin to fuse until the Roman period (when they both shared an equal place under the Roman hobnailed boot). Nevertheless, this was a status hierarchy; “Macedonian” soldiers got paid more, their military settlers got estates several times larger than what their native Egyptian equivalents (the machimoi) got, the tippy-top government posts were restricted to Macedonians (though the posts just below them were often held by Egyptian elites) and so on. And while there was some movement in the hierarchy, for the most part these two groups did not mix; one ruled, the other was ruled.
To which we must then add Alexandria, the capital, built by Alexander, which had a special status in the kingdom unlike any other place. Alexandria was structured as a polis, which of course means it had politai; our evidence is quite clear that all of the original politai were Greek and that new admission to the politai did happen but was very infrequent. Consequently the citizen populace of Alexandria was overwhelmingly Greek and retained a distinctive Greek character. But Alexandria was more than just the politai: it was a huge, cosmopolitan city with large numbers of non-Greek residents. The largest such group will have been Egyptians, but we know it also had a large Jewish community and substantial numbers of people from basically everywhere. So while there were, according to Polybius, three major groups of people (Greek citizens, Egyptian non-citizens and large numbers of mercenaries in service to the king, Polyb. 34.14), there were also lots of other people there too. I do want to stress this: Alexandria was easily one of the most cosmopolitan cities in the ancient world; but for the most part only the Greeks (and not even all of them) were citizens there.
That’s in many ways a shamefully reductive summary of a very complex kingdom, but for this already overlong essay, it will have to do. On to the timeline.
Cleopatra was born in 69 BC, the middle of three daughters of Ptolemy XII Auletes, then ruler of Egypt (he also had two sons, both younger than Cleopatra). In 58 BC (Cleopatra is 11) her father, by all accounts an incompetent ruler, was briefly overthrown and his eldest daughter (Berenice IV) made queen; Cleopatra went into exile with her father. In 55 BC, with Roman support, Ptolemy XII returned to power and executed Berenice. Ptolemy XII then died in 51, leaving two sons (Ptolemy XIII and XIV, 11 and 9 years old respectively) and his two daughters; his will made Cleopatra queen as joint ruler-wife with Ptolemy XIII (a normal enough arrangement for the Ptolemies).
Before the year was out, Cleopatra and Ptolemy XIII (or perhaps more correctly, his court advisors) were at odds, both trying to assert themselves as sole monarch, though by 49 Ptolemy XIII’s faction (again, it seems to mostly have been his advisors running it) had largely sidelined Cleopatra in what had become a civil war. Cleopatra travels to Syria to gather an army and invades Egypt with it in 48, but this effort fails. She is able, however, to ally with Julius Caesar (lately arrived looking for Pompey, who supporters of Ptolemy XIII had killed, to Caesar’s great irritation). Caesar’s army – Cleopatra’s military force is clearly a non-factor by this point – defeats Ptolemy XIII in 47. Caesar appoints Cleopatra as joint ruler with her youngest brother, Ptolemy XIV (he’s 12) and Cleopatra bears Caesar’s son, Ptolemy XV Caesar in 47, who we generally call “Caesarion”.
Cleopatra then journeys to Rome late in 46 and seems to have stayed in Rome until after Caesar’s assassination (March, 44) and the reading of Caesar’s will (April, 44). Ptolemy XIV (the brother) also dies in this year and Cleopatra then co-rules with her son, Caesarion. Cleopatra returns to Egypt, attempts to dispatch troops to aid the Caesarian cause against Brutus and Cassius, but fails and loses all of the troops in 43. She is saved from being almost certainly steamrolled by Brutus and Cassius by their defeat in 42 at Philippi. Cleopatra meets with Marcus Antonius in 41 and they form an alliance, as well as (at some point) a romantic relationship. Cleopatra has three children by Antonius: Cleopatra Selene and Alexander Helios (twins, born in 40) and Ptolemy Philadelphus (born in 36).
With Cleopatra’s resources, Antonius launches an invasion of Parthia in 38 BC which goes extremely poorly, with him retreating back to Roman territory by 36 having lost quite a fair portion of his army (Cleopatra is back in Egypt ruling). In 34, Antonius embarks on a massive reorganization of the Roman East, handing over massive portions of Rome’s eastern territory – in name at least – to Cleopatra’s children, a move which infuriated the Roman public and cleared the way politically for Octavian to move against him. Through 33 and 32, both sides prepare for war which breaks out in 31. Cleopatra opts to go with Antonius’ combined land-sea military force and on the 2nd of September 31 BC, solidly outmaneuvered at Actium, she and Antonius are soundly defeated. They flee back to Egypt but don’t raise a new army and both die by suicide when Octavian invades in the following year. Octavian reorganizes Egypt into a Roman province governed by an equestrian prefect. Octavian and subsequent Roman emperors never really adopted the title of pharaoh, though the Egyptian priesthood continued to recognize the Roman emperors as pharaohs into the early fourth century – doubtless in part because the religion required a pharaoh, though Roman emperors could never be bothered to actually do the religious aspects of the role and few ever even traveled to Egypt.
So ended the 21-year reign of Cleopatra, the last heir of Alexander.1
Bret Devereaux, “Collections: On the Reign of Cleopatra”, A Collection of Unmitigated Pedantry, 2023-05-26.
- Except not really, as Cleopatra’s three children by Antonius survived their mother (though the two boys vanish from our sources fairly quickly, though we’re told they were spared by Octavian) and Cleopatra Selene actually ended up a queen herself, of the kingdom of Mauretania. There’s a recent book on what we know of her life, J. Draycott, Cleopatra’s Daughter: From Roman Prisoner to African Queen which I have not yet had a chance to read.
October 4, 2025
QotD: Roman … democracy?
Rome’s popular assemblies – for unlike most poleis, Rome has not one but four major assemblies, three of which matter – are the subject of something of a paradox in Roman political history which has in turn served as the hub around which a fairly active debate on the nature of Roman politics has rotated now for decades. The paradox is this: on the one hand, legally the Roman assemblies are sovereign. Their decisions, once rendered, are final and cannot be overridden by any other part of the res publica. That would seem to make Rome quite democratic, but to the contrary: apart from a few very notable exceptional moments, the assemblies are largely the dog that did not bark. They have vast power, but in part because of the traditional conventions of Roman politics (the mos maiorum, the “customs of the ancestors”) and in part because of how they are structured, the power of the assemblies often sleeps.
And today we’re going to look at why it is that the assemblies never roar quite so often as you’d expect and in the process begin developing the arguments of perhaps the central scholarly debate currently about the Roman Republic: how democratic was it really?
Bret Devereaux, “Collections: How to Roman Republic 101, Part II: Romans, Assemble!”, A Collection of Unmitigated Pedantry, 2023-07-28.
September 28, 2025
QotD: Pre-modern armies on friendly territory
Being on territory where the administrative apparatus is the army’s own or friendly to them can vastly simplify the logistics problems of moving through the territory. And we want to keep in mind throughout all of this that the army does not want to be stationary, it is trying to go places. Ideally, the army is attempting to move out of territory we control and into territory the enemy controls, or at least move away from our main administrative centers (cities, castles) to meet an approaching enemy army and by defeating it prohibit a siege. So our concern is not merely victualing our force but doing so while it is moving in a way that facilitates its rapid movement.
But first, we need to talk about the lay of the land. As we’ve discussed, the pre-industrial countryside is not just a uniform blanket of farms; instead settlements are “nucleated” – farms cluster in villages and villages “orbit” (in a sense) towns (which may “orbit” yet larger towns), which usually administer those villages. The road and path system that the locals themselves have created will in turn connect fields to village centers, one village to the next and all of the villages to the town. This makes everything easier on our army which is also using those roads and paths to move – even if the paths are rudimentary, without modern location-finding data, armies use paths and settlements to know where they are. The main body of the army, with its large train of wagons, supplies and troops is going to generally move along major roads (which typically connect towns with other towns) but smaller detachments can move along the pathways between smaller settlements. That means what we have access to is not a vast field of possible maneuver but a spider’s web of pathways which meet and cross at settlements.
Moving through this pathway network, in friendly territory the army can lean on the likely compliance of the local population and the local administrative apparatus, which makes everything easier. Moreover, with control of the area, the army can send out messengers and riders who move faster than the army on its direction of march, making arrangements in advance for what the army needs, drawing supplies from the populace and (maybe) making arrangements to pay them either at the time or in the future. Doing so in hostile territory is much trickier as those messengers would be vulnerable and might reveal the army’s location and direction of march, things it might really rather want to conceal. So assuming the populace and local administration are “friendly”, how do we manage the complexity of getting the food and other supplies they have into the hands of the army?
The simplest method was some form of “billeting”, in use in various forms through antiquity to the early modern, though it seems particularly prominent in the Middle Ages and the first two centuries of the early modern period. Clifford Rogers (Soldiers’ Lives through History: The Middle Ages (2007), 76-78) provides a good “standard practices” overview of the process for a medieval European army. Once drawn up the army was organized into smaller units (often called “banners” because they marched behind a banner); we’ll come back to this again when we talk about marching speeds but it also matters here. Each banner would assign one of its horsemen as a “harbinger” who would ride ahead of the army (supervised by the king or commander’s marshals), ideally a full day ahead. These harbingers (because there might be quite a few of these fellows) also acted as a limited cavalry screen. They would both designate where the army would camp next (with the marshals marking out specific encampments) and make arrangements for food and housing.
In practice “arrangements” here meant frequently that the soldiers, when they arrived the following day were quartered in the homes of the local civilians, often densely packed into small towns or farming villages. If they had the means the locals might try to provide the army a market to buy food and supplies; more often the locals who had soldiers quartered on them were often expected to feed and resupply those soldiers. Notionally this was often supposed the be compensated and notionally kings issued dire warnings against soldiers taking more than they were allowed or abusing the locals. Rogers (op. cit.) is, I think, unusually sanguine in assuming these repeated regulations meant the knights and soldiers were often restrained; in an early modern or Roman context we tend to view the same sort of repeated promulgation of the same laws to mean that abuses were common despite repeated efforts by the central government to stamp them out. In practice reimbursements seem to have often been at best incomplete, where they happened at all and abuses were common.
Certainly as we see these practices more clearly in the early modern period, having soldiers quartered on your village could be economically devastating (see Parker, op. cit. 79-81); having to feed a half-dozen soldiers for a few days plus marching provisions could easily tip a small peasant household into shortage. And we should also be pretty clear-eyed here about what it would mean for a local population to have a large body of armed men (many in the hot-headed years of their youth) functionally turned loose on an unarmed civilian population and told that they could demand to be given whatever they needed; far more disciplined and better controlled armies still left a trail of theft and rape behind them as they moved. Nevertheless, this solution was simple and so for armies with very limited administrative capacity and rulers anxious to shift the burden of military activity away from their own coffers, billeting remained an attractive solution. It was still common enough in the 1700s to have been a major complaint by British colonists in North America, the bulk of whom upon achieving their independence promptly wrote an amendment in their constitution effectively banning the practice (the third amendment for the curious).
A better option for a town or city was instead to establish a market outside the town and arrange for the army to resupply and camp there and not in the town itself, with only small groups of soldiers permitted inside the walls at any given time. Needless to say, it is typically only fortified towns that really have the bargaining power to pull this off. The provision of a market for the gathering mass of crusaders outside of Constantinople in 1097 was a key diplomatic sticking point, with Alexios Komnenos I (the Byzantine Emperor) using his control over both the market and passage over the straits to Asia Minor as bargaining chips to get concessions out of the Crusaders. Likewise towns in Roman provinces seem to have fairly regularly paid exorbitant sums to avoid having armies quartered on them, as Cicero documents in his time in Cilicia (e.g. Cic. Ad Att. 5.21), sometimes in cash and other times in kind (e.g. Plut. Luc. 29.8). It speaks to how destructive billeted soldiers could be that towns that could went to extraordinary lengths to keep even friendly armies outside of the town walls.
Armies might also rely on local contractors to provide supplies, especially if they were going to operate in the region at some length. We’ve already mentioned the Army of Flanders’ pan de munición, provided by contractors. There’s also some evidence for the use of private contractors in supporting Roman armies, though the trend in current scholarship (particularly Erdkamp but also Roth op. cit.) has tended to stress the limited and often marginal role of such contractors. Given the evidence I think Erdkamp has it right here; contractors for supplies existed in the Roman world, but were fairly small supplements to a system (detailed below) that mostly ran on taxation and requisition; most of what we see in the Roman world are just normal sutlers selling luxury foods to soldiers who want to spice up their rations.
As armies grow larger and more complex in the early modern period, we see an effort to move away from destructive “billeting”, often hindered by the weak administrative apparatus of the state and limited financial resources; armies won’t move into permanent barracks on the regular in Europe until the early 1700s. One solution was to take those market towns and their lodgings and turn them from an ad hoc response to a permanent network, as Spain did along the “Spanish Road”, a network of routes taken by Spanish troops traveling overland from the Mediterranean coast in Savoy to the Low Countries during the Eighty Years War.
The way this worked was: To avoid having their reinforcements pillage their way across their own lands or alienate key friends on the way to the Eighty Years War (1568-1648) in the Low Countries, the Spanish government established a standard system for the supply of troops en route – key market towns were designated as étapes or “staples”, standard stop-over and stockpile points. These tended to be key trade towns on the roads (indeed as I understand it étape in this sense originally meant “market town”) which already had some of the infrastructure required. These étapes would then be directed in advance of a movement of troops to stockpile provisions and prepare lodgings for a specific number of advancing soldiers and paid (in theory) in advance. Householders who incurred costs (typically lodgings, sometimes food) could present receipts (billets de logement) to their local tax collector which would count against future liability.
Yet the system here is incomplete and it is striking that when given the opportunity of setting up étapes in Spain itself the crown declined, citing the cost and administrative burden of organization. The greater diplomatic difficulties and consequent stronger bargaining position of communities on the Spanish Road may have a lot to do with the different decisions. The real impetus for the structure of the étapes on the Spanish road was diplomatic: the route was a patchwork, with some territories controlled by the Spanish crown, some by the friendly German Habsburgs and others by the various small statelets of the Holy Roman Empire, any of whom if sufficiently offended might refuse Spanish reinforcements transit (the Holy Roman Emperor could shut the whole route down himself). Consequently the disruption that Spanish troops caused on the route had to be limited for the route to be sustainable at all.
States with a bit more administrative capacity, on the other hand, generally tried to avoid billeting at all, even in regularized form. We’ll see this again when talking about army movement, but control is a key concern in campaigns. Soldiers, after all, are not automatons and so keeping an army together and moving towards a single objective is difficult. Soldiers get bored, wander off, decide to steal or break things (or people) and so on. It is easier to keep an eye on soldiers if they are all in a central camp or barracks and keeping an eye on everyone in turn makes it a lot easier to ensure that everyone shows up promptly to muster in the morning with the minimum of hassle. So if a general can, he really would want to keep everyone out of towns and villages and in a regular marching camp. Doing so demands yet more discipline because of course the soldiers would rather sleep in houses than in tents, but it has substantial advantages.
But an army that can lean on the local administrative capacity can simply demand that local administrative apparatus, whatever its form, coordinate the collection and transport of supplies (over short distances) to the army, enabling the army to camp out in a field and get its grain DoorDashed to it. Thus the Romans, when in friendly territory, for instance first identify the local government – usually a town but it could also be a tribal government in non-state regions – and then requisition food from that government, transmitting their demands in advance and letting that local administration figure out the details of getting the required food to the required place. That lets Roman armies camp in their fortified camps away from civilian centers, with attendant advantages for discipline; and indeed, Roman armies typically avoid permanent or even temporary bases in towns, instead using the threat of billeting to get the supplies they needed to stay in regular camps and later permanent forts.
While the elites who run these local systems of government could provide such requisitions themselves (and might in extremis to avoid retaliation by their superiors; the Romans interpret failure to provide requested supplies as “rebellion” and respond accordingly), in practice they’re going to pass along as much of the costs as they can to the little guy. In some cases, requisition demands are so intense we hear of towns having to buy or import grain to meet the demands of passing armies; Athens had to do this in 171 during the Third Macedonian War to avoid the wrath of Rome (Liv. 43.6.1-4). Caesar likewise relied heavily on food supplies contributed by either allied or recently defeated communities in Gaul (Caesar, BG 1.16, 1.23, 1.40, 1.37, 2.3, 3.7, 5.20, 6.44; he does this a lot) to supplement regular foraging operations. Those sources of supply in turn influence his campaigning, as Caesar is forced to move where the grain is in order to resupply (e.g. Caes. BG 1.23). And I want to be clear even these systems of requisition could mean real hardship on a population as a large army could easily eat all of the surplus grain in a province and then some.
The exact structure of that requisition could vary; in some cases it was a extraordinary tax (which is to say, it was just seized), but in many cases it was organized as a forced sale (often at below market prices) or even rebated against future tax obligations. In the Roman Empire we know that in many provinces, initially ad hoc systems of food requisition from conquered or “allied” (read: subordinated) communities were first regularized so that the demands were set at a steady amount, then monetized as military operations moved further away, until eventually being formalized as a taxation system. Thus the primary Roman tax system of the imperial period grew not out of the tax system the Romans had in Italy (which was mostly dismantled in the second century as the tremendous wealth of the provinces made it unnecessary) but as a regularization of systems of requisition and extortion meant to support armies. The Romans also took advantage of the Mediterranean (where naval transport could break the tyranny of the wagon equation) to ship food from one theater to another (so long as operations were fairly close to coastal ports); this was in the Republic coordinated by the Senate which could direct Roman officials (typically governors of some sort) or non-Italian allies in one region to obtain supplies by whatever means and send them another active military theater (Plb. 1.52.5-8, Liv. 25.15.4-5, 27.3.9, 31.19.2-4, 32.27.2, 36.3-4), in some cases even establishing transit depots which could support operations in a large naval theater (e.g. Chios, Liv. 37.27.1). In particular, grain taxed in Sicily was frequently redirected to support Roman military operations across the Mediterranean.
All of this of course assumes that the army enjoys either the use of the local administrative system or the compliance of the local population. But of course in enemy territory – which is where your army wants to go – you cannot rely on that.
Bret Devereaux, “Collections: Logistics, How Did They Do It, Part II: Foraging”, A Collection of Unmitigated Pedantry, 2022-07-29.
September 22, 2025
QotD: Tactical combat on the pre-modern battlefield
Pre-modern armies certainly do demand a considerable degree of coordination. In film and even sometimes in video games armies clash together in a confused melee with friends and foes all intermixed at random. Indeed, I have been asked by students more than once “What happens when X type of soldier ends up in a confused melee?” and had to explain that the answer is “they don’t”. Because no one fights that way, at least not intentionally.
In a fight, after all, a combatant is extremely vulnerable to attacks from behind or in their peripheral vision, especially if they are focused forward on the foe in front of them. A confused melee would thus produce extreme casualties and produce them extremely quickly. But fighters want to survive their combats and their leaders would like not only to win the battle but to have an army at the end of it. Remember: the purpose of the battle is to deliver a siege: if you win the battle but with only a pathetic handful of survivors, you haven’t really won much of anything.
The battle line is the obvious solution: each fighter is only responsible for a few feet of frontage directly in front of them, a small enough area that they can focus on it visually and direct whatever shield or armor or weapons they have towards it, giving them a greater margin of safety. Adding depth to the formation (that is, increasing the number of ranks, that is a row of fighters right to left) both secures each fighter against the possibility of being flanked due to the death of the fellows to their right or left (as now they’ll just be replaced by the next rank moving up) and adds a morale reinforcement which we’ll come back to […] But now you have a formation that consists essentially of a large number of files (that is, a single row of fighters front-to-back) which need to move together to create that unbroken, mutually supporting front line so that no one is being attacked from many sides at once. Again, all of this is before we start adding fighting styles like pike-formations or shield-walls that are designed to excel in this environment (and fare poorly out of it).
As an aside, this is one dynamic that I find games like Mount and Blade or the Total War series that simulate individual soldiers struggle to get quite right. In most games the line of formation either remains almost perfectly rigid (think units on “pike phalanx” in Rome: Total War) or units the moment they come into contact form rough blobs of models all pushing forward. But actually you are going to have men in the rear ranks trying to keep their relative position to the front ranks so the formation neither holds rigidly steady nor dissolves but is going to almost flex and bend (and if you are lucky, not tear or break). This is only an aside though because we’re not well informed about these sorts of dynamics, so it is hard to speak about them in-depth.
But to fight this way now means that all of your soldiers (really here we are talking about infantry; cavalry must also be coordinated but in different ways and because they are often composed of elites that coordination may be produced through different training methods) need to move in the same direction at the same speed in order to retain that front line where they can support each other. Again, we are not yet to something like a shield-wall or a sarisa-phalanx which demands tight coordination; even in a rough skirmish line you need to get everyone moving together just to maintain that unbroken front. A break in the front, after all, would be dangerous: enemies filtering into it uncontrolled could then flank and defeat individually the members of the broader line (two-on-one contests in melee combat typically end in seconds and are very lopsided), causing collapse.
Now the good news is that if all you need an army to do is form up in a rough line a few ranks deep and then move more or less forward, the coordination demands are not insurmountable. We’ve already discussed using marching formations to create the line of battle so all you need is a way to regulate speed (since forward is a fairly easy direction for everyone). It isn’t quite ideal for everyone to simply self-regulate their speed by looking around (at least not for a contact infantry line; for missile-skirmish troops moving in a “cloud” rather than a line they can absolutely do that) because that will produce a lot of stagger-start-stopping and accordioning which at best will slow you down and at worst will eventually turn your neat line into a rough crowd – one easily defeated if it is opposed by a line of infantry in good order. Keeping everyone in the same speed can be handled with music: the regular beat regulates the footsteps. That can be a marching song or it can be an instrument (ideally one easy to hear).
We’ve talked about armies – or components of armies – like this. I’ve described hoplite phalanxes through much of the classical periods, for instance, as essentially unguided missiles for this reason: the general hits “go” and the line moves forward. Likewise a shield-wall formation like the early English fyrd doesn’t need to do complex maneuvers. And for many armies, that was enough: a body of infantry which either held a position or moved forward in a single line, in some cases with a body of aristocratic cavalry which might be capable of more complex maneuvers (that the aristocrats had trained in since a young age). And you can see, if your culture has armies like this, why the general might be focused on either leading the cavalry in particular or else being the motivating “warrior-hero” general – such an army isn’t capable of much command once the advance starts in any event. They haven’t trained or prepared for it.
Bret Devereaux, “Collections: Total Generalship: Commanding Pre-Modern Armies, Part IIIa”, A Collection of Unmitigated Pedantry, 2022-06-17.
September 16, 2025
QotD: The Dictatorship in the late Roman Republic
… I’d also argue that the office [of Dictator as created by Sulla and then by Caesar] didn’t work for the goals of either of the men that recreated it.
For Sulla, the purpose of using the dictatorship was to offer his reforms to the Republic some degree of legitimacy (otherwise why not just force them through purely by violence without even the fig leaf of law). Sulla was a reactionary who quite clearly believed in the Republic and seems to have been honestly and sincerely attempting to fix it; he was also a brutal, cruel and inhuman man who solved all of his problems with a mix of violence and treachery. While we can’t read Sulla’s mind on why he chose this particular form, it seems likely the aim here was to wash his reforms in the patina of something traditional-sounding in order to give them legitimacy so that they’d be longer lasting, so that Sulla’s own memory might be a bit less tarnished and to make it harder for a crisis like this to occur again.
And it failed at all three potential goals.
When it comes to the legitimacy of Sulla’s reforms and the memory that congealed around Sulla himself, it is clear that he was politically toxic even among many more conservative Romans. A younger Cicero was already using Sulla’s memory to tarnish anyone associated with him in 80, casting Chrysogonus, Sulla’s freedman, as the villain of the Pro Roscio Amerino, delivered in that year. In the sources written in the following decades at best Sulla is a touchy subject best avoided; when he is discussed, it is as a villain. Our later sources on Sulla are uniform in seeing his dictatorship as lawless. Moreover, his own reforms were picked apart by his former lieutenants, with key provisions being repealed before he was even dead (in 78 BC so that’s not a long time).
Finally, of course, far from securing the Republic, Sulla’s dictatorship provided the example and opened the door for more mayhem. Crucially, Sulla had not fixed the army problem and in fact had made it worse. You may recall one benefit of the short dictatorship is that no dictator – indeed, no consul or praetor either – would be in office long enough to secure the loyalty of his army against the state. But in the second and early first century that system had broken down. Gaius Marius had been in continuous military command from 107 to 100. Moreover, the expansion of Rome’s territory demanded more military commands than there were offices and so the Romans had begun selecting proconsuls and propraetors (along with the consuls and praetors) to fill those posts. Thus Sulla was (as a result of the Social War in Italy) a legate in 90, a propraetor in 89, and consul in 88 and so had been in command for three consecutive years (albeit the first as a legate) when he decided to turn his army – which had just, under his command, besieged the rebel stronghold of Nola – against Rome in 88, precisely because his political enemies in Rome had revoked his proconsular command for 87 (by roughing up the voters, to be clear). And then Sulla has that same army under his command as a proconsul from 87 to 83, so by the time he marches on Rome the second time with the intent to mass slaughter his enemies, his soldiers have had more than half a decade under his command to develop that ironclad loyalty (and of course a confidence that if Sulla didn’t win, their service to him might suddenly look like a crime against the Republic).
Sulla actually made this problem worse, because one of the things he legislated by fiat as dictator was that the consuls were now to always stay in Italy (in theory to guard Rome, but guard it with what, Sulla never seems to have considered). That, along with Sulla having butchered quite a lot of the actual experienced and talented military men in the Senate, left a Senate increasingly reliant on special commands doled out to a handful of commanders for long periods, leading (through Pompey‘s unusual career, holding commands in more years than not between 76 and 62) to Julius Caesar being in unbroken command of a large army in Gaul from 58 to 50, by which point that army was sufficiently loyal that it could be turned against the Republic, which of course Caesar does in 49.
For Caesar, the dictatorship seems to have been purely a tool to try to legitimate his own permanent control over the Roman state. Caesar is, from 49 to 44, only in Rome for a few months at a time and so it isn’t surprising that at first he goes to the expedient of just having his appointment renewed. But it is remarkable that his move to dictator perpetuo comes immediately after the “trial balloon” of making Caesar a Hellenistic-style king (complete with a diadem, the clear visual marker of Hellenistic-style kingship) had failed badly and publicly (Plut. Caes. 61). Perhaps recognizing that so clearly foreign an institution would be a non-starter in Rome – unpopular even among the general populace who normally loved Caesar – he instead went for a more Roman-sounding institution, something with at least a pretense of tradition to it.
And if the goal was to provide himself with some legitimacy, the effort clearly catastrophically backfired. The optics of the dictatorship were, at this point, awful; as noted, the only real example anyone had to work with was Sulla, and everyone hated Sulla. Many of Caesar’s own senatorial supporters had probably been hoping, given Caesar’s repeatedly renewed dictatorship, that he would eventually at least resign out of the office (as Sulla had done), allowing the machinery of the Republic – the elections, office holding and the direction of the Senate – to return. Declaring that he was dictator forever, rather than cementing his legitimacy clearly galvanized the conspiracy to have him assassinated, which they did in just two months.
It is striking that no one after Caesar, even in the chaotic power-struggle that ensued, no one attempted to revive the dictatorship, or use it as a model to institutionalize their power, or employ its iconography or symbolism in any way. Instead, Antony, who had himself been Caesar’s magister equitum, proposed and passed a law in 44 – right after Caesar’s death – to abolish the dictatorship, make it illegal to nominate a dictator, or for any Roman to accept the office, on pain of death (App. BCiv, 3.25, Dio 44.51.2). By all accounts, the law was broadly popular. As a legitimacy-building tool, the dictatorship had been worse than useless.
So what might we offer as a final verdict on the dictatorship? As a short-term crisis office used during the early and middle republic, a tool appropriate to a small state that had highly fragmented power in its institutions to maintain internal stability, the dictatorship was very successful, though that very success made it increasingly less necessary and important as Rome’s power grew. The customary dictatorship withered away in part because of that success: a Mediterranean-spanning empire had no need of emergency officials, when its military crises occurred at great distance and could generally be resolved by just sending a new regular commander with a larger army. By contrast, the irregular dictatorship was a complete failure, both for the men that held it and for the republic it destroyed.
The real problem wasn’t the office of dictator, but the apparatus that surrounded it: the short duration of military commands, the effectiveness and depth of the Roman aristocracy (crucially undermined by Sulla and Marius) and – less discussed here but still crucial in understanding the collapse of the Republic – the willingness of the Roman elite to compromise in order to maintain social cohesion. Without those guardrails, the dictatorship became dangerous, but without them any office becomes dangerous. Sulla and Caesar, after all, both marched on Rome not as dictators, but as consuls and proconsuls. It is the guardrails, not the office, that matter.
Bret Devereaux, “Collections: The Roman Dictatorship: How Did It Work? Did It Work?”, A Collection of Unmitigated Pedantry, 2022-03-18.
September 10, 2025
QotD: “The [western Roman Empire] did not drift hopelessly towards its inevitable fate. It went down kicking, gouging and screaming”
The fall of the Roman Empire in the West (please, right now, just mentally add the phrase “in the west” next to every “the fall of Rome” and similar phrase here and elsewhere) is complicated. I don’t mean it is complicated in its causes or effects (though it is that too), I mean it is complicated in its raw events: the who, what, where and when of it. Most students are taught a fairly simple version of this because most of what they need to actually learn is the cause and the effects and so the actual “fall” part is a sort of black box where Huns, Vandals, Goths, plague, climate and economic decline go in and political fragmentation, more economic decline and the European Middle Ages come out. The fall itself ends up feeling like an event rather than a process because it is compressed down to a single point, the black box where all of the causes become all of the effects. That is, frankly, a defensible way to teach the topic at a survey level (where it might get at most a lecture or two either at the end of a Roman History survey or the beginning of a Medieval History survey) and it is honestly more or less how I teach it.
But if you want to actually try to say something intelligent about the whole thing, you need to grapple with what actually happened, rather than the classroom black-box model designed for teaching efficiency rather than detail. We are … not going to do that today … though I will have some bibliography here for those who want to. The key thing here is that the “Fall of Rome” (in the West) is not an event, but a century long process from 376 to 476. Roman power (in the West) contracts for a lot of that, but it expands in periods as well, particularly under the leadership of Aetius (433-454) and Majorian (457-461); there are points where it would have really looked like the Romans might actually be able to recover. Even in 476 it was not obvious to anyone that Roman rule had actually ended; Odoacer, who had just deposed what was to be the last Roman emperor in the west promptly offered the crown to Zeno, the Roman emperor in the East (there is argument about his sincerity but James O’Donnell argues – very well, though I disagree on some key points – that this represented a real opportunity for Rome to rise from defeat in a new form yet again).
Glancing even further back historically, this wasn’t even the first time the Roman Empire had been on the brink of collapse. Beginning in 238, the Roman Empire had suffered a long series of crippling civil wars and succession crises collectively known as the Crisis of the Third Century (238-284). At one point, the empire was de facto split into three, with one emperor in Britain and Gaul, another in Italy, and the client kingdom of Palmyra essentially running the Eastern half of the empire under their queen Zenobia. Empires do not usually survive those kinds of catastrophes, but the Roman Empire survived the Crisis, recovered all of its territory (save Dacia) and even enjoyed a period of relative peace afterwards, before trouble started up again.
The reason that empires do not generally survive those kinds of catastrophes is that generally when empires weaken, they find that they contain all sorts of people who have been waiting, sometimes patiently, sometimes less so, for any opportunity to break away. The rather sudden collapse of the (Neo-)Assyrian Empire (911-609 BC) is a good case study. After having conquered much of the Near East, the Assyrians fell into a series of succession wars beginning in 627; their Mesopotamian subjects smelled blood and revolted in 625. That was almost under control by 620 when the Medes and Persians, external vassals of the Assyrians, smelled blood too and invaded, allying with the rebelling Babylonians in 616. Assyria was effectively gone by 612 with the loss and destruction of Ninevah; they had gone from the largest empire in the world at that time or at any point prior to non-existent in 15 years. While the Assyrian collapse is remarkable for its speed and finality, the overall process is much the same in most cases; once imperial power begins to wane, revolt suddenly looks more possible and so the downward slope of collapse can be very steep indeed (one might equally use the case study of decolonization after WWII as an example: each newly independent country increased the pressure on all of the rest).
Yet there is no great rush to the doors for Rome. Instead, as Guy Halsall puts it in Barbarian Migrations and the Roman West (2007), “The West did not drift hopelessly towards its inevitable fate. It went down kicking, gouging and screaming”. Among the kicked and gouged of course were Attila and his Huns. Fought to a draw at the Battle of the Catalaunian Plains, his empire disintegrated after his death two years later under pressure from both Germanic tribes and the Eastern Roman Empire (and the standard tendency for Steppe empires to fragment); of his three sons, Ellac was killed by revolting Germanic peoples who had been subject to the Huns, Dengizich by the (Eastern) Romans (we’re told his head was put on display in Constantinople) and the last, Ernak just disappears in our narrative after the death of Dengizich. The Romans, it turns out, did eventually get down to business to defeat the Huns. But the Romans doing all of that kicking, gouging and screaming were not the handful of old families from the early days of the Repulic; most of those hard-fighting Romans were people who in 14 AD would have been provincials. And indeed, the Roman Empire would survive, in the East, where Rome wasn’t, making for a Roman Empire that by 476 consisted effectively entirely of “provincial” Romans.
Instead what we see are essentially three sets of actions by provincial elites who in any other empire would have been leading the charge for the exits. There were the kickers, gougers and screamers, as Halsall notes. There were also, as Ralph Mathisen, Roman Aristocrats in Barbarian Gaul (1993) has noted, elites who – seeing the writing on the wall – made no effort to hasten the collapse of the empire but instead retreated into their estates, their books and their letters; these fellows often end up married into and advising the new “barbarian” kings who set up in the old Roman provinces (which in turn contributes quite a bit to the preservation and continued influence of Roman law and culture in the various fragmented successor states of the early Middle Ages). Finally, there were elites so confident that the empire would survive – because it always had! – that they mostly focused on improving their position within the empire, even at the cost of weakening it, not because they wanted out, but because “out” was inconceivable to them; both Halsall and also James O’Donnell, The Ruin of the Roman Empire (2009) document many of these. If I may continue my analogy, when the exit door was yawning wide open, almost no one walked through; some tried to put out the burning building they were in, others were content to be at the center of the ruins. But no one actually left.
During the Crisis of the Third Century, that set of responses had been crucial for the empire’s survival and for brief moments in the 400s, it looked like they might even have saved it again. For all of the things that brought the Roman Empire down, it is striking that “internal revolts” of long-ruled peoples weren’t one of them. And that speaks to the power of Rome’s effective (if, again, largely unintentional) management of diversity. The Roman willingness to incorporate conquered peoples into the core citizen body and into “Roman-ness” meant that even by 238 to the extent that the residents of the Empire could even imagine its collapse, they saw that potentiality as a disaster, rather than as a liberation. That gave the empire tremendous resiliency in the face of disaster, such that it took a century of unremitting bad luck to bring it down and even then, it only managed to take down half of it.
(As an aside, those provincial Romans were correct in the judgement that the collapse of the empire would mean disaster. The running argument about the fall of the Roman Empire is generally between the “decline and fall” perspective, which presents the collapse of the Roman Empire as a Bad Thing and the “change and continuity” perspective, which both stresses continuity after the collapse but also tends to try minimize the negative impacts of it, even to the point of suggesting that the average Roman peasant might have been better off in the absence of heavy Roman taxes. That latter view is particularly common among many medievalists, who are understandably quite tired of the unfairly poor reputation their period gets. This is an argument that for some time lived in the airy space of narrative and perspective where both sides could put an argument out. Unfortunately for some of the change-and-continuity arguments about living standards, archaeology has a tendency to give us data that is somewhat less malleable. That archaeological data shows, with a high degree of consistency, that while there is certainly some continuity between the Late Antique and the early Middle Ages the fall of Rome (in the West) killed lots of people (precipitous declines in population in societies without reliable birth control; probably this is mostly food scarcity, not direct warfare) and that living standards also declined to a degree that the results are archaeologically visible. As Brian Ward-Perkins notes in The Fall of Rome and the End of Civilization (2005), the collapse causes cows to shrink, speaking to sudden scarcity of winter fodder (which in turn likely speaks to a general reduction in available nutrition). Some areas were worse hit than others; Robin Flemming, Britain After Rome (2010) notes, for instance, that in post-Roman Britain, pot-making technology was lost (because ceramic production had been focused in cities which had been largely depopulated out of existence). The fall of Rome might have been good for some people, but the evidence is, I think, at this point inescapable that it was quite bad for most people. Especially, one assumes, all of the people who got depopulated.)
Bret Devereaux, “Collections: The Queen’s Latin or Who Were the Romans, Part V: Saving and Losing and Empire”, A Collection of Unmitigated Pedantry, 2021-07-30.
September 4, 2025
QotD: The development of the “halftrack” during the interwar period
The period between WWI and WWII – the “interwar” period – was a period of broad experimentation with tank design and so by the time we get to WWII there are a number of sub-groupings of tanks. Tanks could be defined by weight or by function. The main issue in both cases was the essential tradeoff between speed, firepower and armor: the heavier you made the armor and the gun the heavier and thus slower the tank was. The British thus divided their tank designs between “cruiser tanks” which were faster but lighter and intended to replace cavalry while the “infantry tanks” were intended to do the role that WWI tanks largely had in supporting infantry advances. Other armies divided their tanks between “light”, “medium”, and “heavy” tanks (along with the often designed but rarely deployed “super heavy” tanks).
What drove the differences in tank development between countries were differences between how each of those countries imagined using their tanks, that is differences in tank doctrine. Now we should be clear here that there were some fundamental commonalities between the major schools of tank thinking: in just about all cases tanks were supposed to support infantry in the offensive by providing armor and direct fire support, including knocking out enemy tanks. Where doctrine differed is exactly how that would be accomplished: France’s doctrine of “Methodical Battle” generally envisaged tanks moving at the speed of mostly foot infantry and being distributed fairly evenly throughout primarily infantry formations. That led to tanks that were fairly slow with limited range but heavily armored, often with just a one-man turret (which was a terrible idea, but the doctrine reasoned you wouldn’t need more in a slow-moving combat environment). Of course this worked poorly in the event.
More successful maneuver warfare doctrines recognized that the tank needed infantry to perform its intended function (it has to have infantry to support) but that tanks could now move fast enough and coordinate well enough (with radios) that any supporting arms like infantry or artillery needed to move a lot faster than walking speed to keep up. Both German “maneuver warfare” (Bewegungskrieg) and Soviet “Deep Operations” (or “Deep Battle”) doctrine saw the value in concentrating their tanks into powerful striking formations that could punch hard and move fast. But tanks alone are very vulnerable and in any event to attack effectively they need things like artillery support or anti-air protection. So it was necessary to find ways to allow those arms to keep up with the tanks (and indeed, a “Panzer divsion” is not only or even mostly made up of tanks!).
At the most basic level, one could simply put the infantry on trucks or other converted unarmored civilian vehicles, making “motorized” infantry, but […] part of the design of tanks is to allow them to go places that conventional civilian vehicles designed for roads cannot and in any event an unarmored truck is a large, vulnerable tempting target on the battlefield.
The result is the steady emergence of what are sometimes jokingly called “battle taxis” – specialized armored vehicles designed to allow the infantry to keep up with the tanks so that they can continue to be mutually supporting, while being more off-road capable and less vulnerable than a truck. In WWII, these sorts of vehicles were often “half-tracks” – semi-armored, open-topped vehicles with tires on the front wheels and tracks for the back wheels, though the British “Universal Carrier” was fully tracked. Crucially, while these half-tracks might mount a heavy machine gun for defense, providing fire support was not their job; being open-topped made them particularly vulnerable to air-bursting shells and while they were less vulnerable to fire than a truck, they weren’t invulnerable by any means. The intended use was to deposit infantry at the edge of the combat area, which they’d then move through on foot, not to drive straight through the fight.
The particular vulnerability of the open-top design led to the emergence of fully-enclosed armored personnel carriers almost immediately after WWII in the form of vehicles like the M75 Armored Infantry Vehicle (though the later M113 APC was eventually to be far more common) and the Soviet BTRs (“Bronetransporter” or “armored transport”), beginning with the BTR-40; Soviet BTRs tended to be wheeled whereas American APCs tend to be tracked, something that also goes for their IFVs (discussed below). These vehicles often look to a journalist or the lay observer like a tank, but they do not function like tanks. The M113 APC, for instance, has just about 1.7 inches of aluminum-alloy armor, compared to the almost four inches of much heavier steel armor on the contemporary M60 “Patton” tank. So while these vehicles are armored, they are not intended to stick in the fight and are vulnerable to much lighter munitions than contemporary tank would be.
At the same time, it wasn’t just the infantry that needed to be able to keep up: these powerful striking units (German Panzer divisions, Soviet mechanized corps or US armored divisions, etc.) needed to be able to also bring their heavy weaponry with them. At the start of WWII, artillery, anti-tank guns and anti-air artillery remained almost entirely “towed” artillery – that is, it was pulled into position by a truck (or frequently in this period still by horses) and emplaced (“unlimbered”) to be fired. Such systems couldn’t really keep up with the tanks they needed to support and so we see those weapons also get mechanized into self-propelled artillery and anti-air (and for some armies, tank destroyers, although the tank eventually usurps this role entirely).
Self-propelled platforms proved to have another advantage that became a lot more important over time: they could fire and then immediately reposition. Whereas a conventional howitzer has to be towed into position, unlimbered, set up, loaded, fired, then limbered again before it can move, something like the M7 Priest can drive itself into position, fire almost immediately and then immediately move. This maneuver, called “shoot-and-scoot” (or, more boringly, “fire-and-displace”) enables artillery to avoid counter-battery fire (when an army tries to shut down enemy artillery by returning fire with its own artillery). As artillery got more accurate and especially with the advent of anti-artillery radars, being able to shoot-and-scoot became essential.
Now while self-propelled platforms were tracked (indeed, often using the same chassis as the tanks they supported), they’re not tanks. They’re designed primarily for indirect fire (there is, of course, a sidebar to be written here on German “assault guns” – Sturmgeschütz – and their awkward place in this typology, but let’s keep it simple), that is firing at a high arc from long range where the shell practically falls on the target and thus are expected to be operating well behind the lines. Consequently, their armor is generally much thinner because they’re not designed to be tanks, but to play the same role that towed artillery (or anti-air, or rocket artillery, etc.) would have, only with more mobility.
So by the end of WWII, we have both tanks of various weight-classes, along with a number of tank-like objects (APCs, self-propelled artillery and anti-air) which are not tanks but are instead meant to allow their various arms to keep up with the tanks as part of a combined arms package.
Bret Devereaux, “Collections: When is a ‘Tank’ Not a Tank?”, A Collection of Unmitigated Pedantry, 2022-05-06.
August 29, 2025
QotD: The early “Motte and Bailey” castles
The earliest castle designs we see in Europe during the Middle Ages are wooden “motte and bailey” castles which emerge first during the 10th century and make their way to Britain after 1066. In the initial basic form, the core structure (the “keep”, which is typically the fortified house itself) is placed on a motte, a hill (usually artificial) with a flattened top. The keep itself is constructed as a tall, wooden tower, with the height offering advantages both as a fighting position and for observation of the surrounding area. The motte is then enclosed by a wooden palisade (often two, one at the base of the motte and another at the crest) and surrounded by a ditch (the moat, which would be filled with water if it could be connected to a river or stream, but could also be left “dry” and still serve its purpose), the dirt of which was used to build up the motte in the first place.
But as noted, the personal manor home of a significant noble (the rank in this case is often a “castellan”, literally the keeper of a castle, so entrusted by one of the more powerful nobles who holds sway over a larger territory; the castellan has the job of holding the castle and administering the countryside around it) is also an administrative center, managing the extraction of agricultural surplus from the countryside and also a military base, housing the physical infrastructure for that noble’s retinue, which again is the fundamental building block of larger armies. Which means that it is going to need more structures to house those functions: stables for horses, storehouses for food, possibly food processing facilities (bakeries, mills) and living space both for retainers (be they administrators or military retainers) and for the small army of servants such a household expects. Those structures (to the degree they can’t exist in the keep) are put in the bailey, a wider enclosed part of the settlement constructed at the base of the motte. As with the motte, the bailey is typically enclosed only by a wooden palisade; naturally that means the most valuable things (the physical treasury, the lord’s family) go in the keep on the motte, while the more space-demanding but less valuable things go in the bailey. There is a lot of room for variation in this basic type, but for now the simple version will serve.
The resulting fortification seems almost paradoxically vulnerable. The bailey, after all, is protected only by a ditch and a wooden palisade which a determined work-party could breach with just iron axes and an afternoon to kill. The core defensive motte with its keep adds perhaps only one more palisade and a steep climb. But in fact, these relatively modest defenses have greatly increased the cost of attacking this settlement. The motte and bailey castle, at least in its early wooden form, won’t stand up to a determined assault by a large and well-coordinated enemy, but that isn’t its purpose. Instead, the purpose of the motte and bailey castle is to raise the cost of an assault such that a potential opponent must bring a significant force and make a careful, well-planned assault; this the motte and bailey accomplishes quite well, which explains the long durability of the basic design, with stone versions of the motte and bailey persisting into the 15th century.
The quick mounted raid is now impossible; precisely because it will take a solid afternoon to breach the defenses, there is little hope of surprising the defenders. At the same time, the ditches will make any such work party vulnerable to missile fire (arrows, yes, but also javelins or just large rocks) from the palisade. And most of all, taking the place now demands you coordinate a work party, with some of your attackers splitting up to suppress the defenders, some making sure to block the exits so the defenders don’t rush out and attack your work party directly, and still more of your attackers in the work party itself. These very basic defenses have suddenly taken you from a position where a bit of surprise and rough numerical parity was enough to contemplate an assault to a position where you need several times as many attackers (for each of those divisions needs to be large enough to confidently win against the defenders if assailed).
Perhaps most importantly, the basic structure of this defense demands that you do this multiple times in sequence. We’ve already discussed the value of defense-in-depth, but in brief, every attack is at its strongest in the moment after it jumps off: everyone is alive, in the right positions, at the right time, coordinated and at least in theory clear on their objectives. Every movement and action beyond this point diminishes the power of the effort as coordination breaks down, attackers are killed and things break; this is what Clausewitz terms (drink!) friction – the unpredictable interaction of probabilities takes their toll on any plan, no matter how carefully designed. This is, by the by, more true in real warfare, where coordination is limited by communications technology, than it is in film or video games, where armies appear to mostly communicate by some form of instantaneous telepathy (it is amazing just how many clever sounding movie or game assault plans fall apart once you imagine trying to coordinate them with nothing more than shouting, or even a radio). As more and more things turn out unexpectedly or have to be improvised, the plan slowly shakes apart until eventually all of the momentum is lost.
The basic structure of a motte and bailey castle exploits this feature of warfare, forcing an attacker to overcome a series of obstacles in sequence, all while in contact with the enemy. Recall that this is a defense which really doesn’t envisage enemy artillery (because armies with lots of effective siege artillery were not common in the often small-scale warfare of the period; that’s not to say they didn’t exist, but if your motte and bailey castle forces the enemy to only attack with a big, expensive army that can build catapults, it has done its job, not the least because most possible enemies won’t have that capability at all), so an attacker is going to have to breach each layer in sequence while in contact with the defense and to pierce them all more or less “in one go”. Consequently, taking the castle by storm means crossing (and probably filling in) at least one deep ditch, breaching a palisade under fire, then moving up a steep hill under fire, then breaching another palisade, at the end of all of which, the attacker must arrive at the keep with enough force and cohesion to take it. All of that is going to take a substantial attack and a lot of coordination and most potential attackers, the defender may hope, will lack either the resources or the determination to go through so much effort, especially as they are likely to have to do it multiple times: being entirely wooden, motte and bailey castles were fairly cheap and so a large territory could have quite a lot of them (note on the Bayeux Tapestry how William has to take several such castles in order to capture Conan II of Britanny). Each motte and bailey castle thus raises the cost of trying to seize control of the territory; collectively they make that cost prohibitive.
Of course our principle of “antagonistic co-evolution” is not done and the vulnerabilities of a wooden motte and bailey castle are fairly clear and easy to exploit. For one, the wooden palisade is mostly a blocking element, rather than a fighting position; attackers that reach the wall can actually use it as cover while tearing it down or setting it on fire. The entire setup, being made of wood, is vulnerable to fire but also to any kind of even-quite-modest catapult. And quite naturally, any military leader (which is to say, the military aristocracy which was emerging at the very same time as these castles) is going to want to build the kind of capabilities which will allow for successful castle assaults because, as we’ve already noted, castles function more or less as the “nails” on the map which hold down the canvas of revenue extraction and military power.
Which in turn means evolving castle design to resist the methods by which a motte and bailey castle might fall. The most immediate change is in building material: wooden walls can only be so high, so thick and so resistant to fire. Stone, though far more expensive, offers advantages on all three fronts. And so, already in the late 10th century, we start to see stone keeps and gatehouses (supporting still wooden palisades); full stone castles would soon follow.
As an aside, one solution to this problem which doesn’t much appear in the Middle Ages but was very well-used in Iron Age Europe was what the Romans called the murus Gallicus, a hybrid wood-and-stone wall system. Gallic hillforts (called oppida) were built on hills, as the name suggests; their outer walls could be built by using earth fill to construct what was essentially a retaining wall, faced in stone, with transverse reinforcing wood beams every few feet. That created, in turn, a vertical stone surface, supported by the hillside itself, on which could be additionally built a wooden palisade for added height. The result was a very formidable fortification, assuming one had the hill to work with initially. You couldn’t knock it over or really undermine it effectively and the stone face was nearly vertical; the height of the hill meant that effective escalade meant coming up with a mole, tower or ladder taller than the hill (a thing, naturally, that the Romans ended up doing). That this style of fortification didn’t really reemerge in the Middle Ages speaks to the degree of path dependence in fortification design. Because fortification design tends to be evolutionary, it is possible in similar conditions to get very different responses as different designers try to meet the same threats by modifying different preexisting systems of fortification.
Bret Devereaux, “Collections: Fortification, Part III: Castling”, A Collection of Unmitigated Pedantry, 2021-12-10.
August 23, 2025
QotD: The background of Tiberius Gracchus
Now I should note at the outset that our sources for the Gracchi are not what we might like. Tiberius Gracchus’ year as tribune was in 133 and the late second century is a period where our best sources largely cut out. Polybius, of course, was writing in the 140s and so is unavailable for later events. Livy, always useful, did write the history of this period, but it is lost save for extremely brief summaries of his books known as the Periochae. Instead, we’re reliant primarily on Plutarch and Appian. Both sources are writing much later, in the second century AD and are writing in a context where we might question if we’re getting an entirely straight narrative. As I’ve noted before, Plutarch’s biographies in his Parallel Lives (of which there is one for Tiberius Gracchus and one for Gaius Gracchus) are intended to be moralizing essays rather than straight historical accounts and Plutarch is not above bending the truth to fit his narrative; he also tends to leave out details if they don’t fit his narrative.
Meanwhile, as D.J. Gargola has noted, Appian is also bending his account of Tiberius Gracchus’ reforms, in particular by presenting the Lex Sempronia Agraria as an entirely traditional, conventional response to a pressing crisis.1 But in fact, the provisions of the Lex Sempronia Agraria were not traditional: no similar law (save for a re-enactment by Gaius Gracchus) – had ever or would ever be passed in Rome and the legal precedent that Appian presents as providing the foundation for Tiberius’ law appears to be at least substantially an anachronistic invention. Meanwhile, the crisis Appian thinks Tiberius Gracchus thought he was addressing probably didn’t exist in the form he understood it.
But that’s what we have, so it is what we must work with. And we should note that both Plutarch and Appian are quite favorable to the Gracchi, even though both men were clearly very controversial in their day. So in a sense this is a reverse of the situation we had with Cleopatra, where we had to contend with relentlessly negative sources: here the sources are broadly positive.
So, on with what we know.
Tiberius Gracchus was elected tribune in 133. His election was already unusual in that he seems to have run on something like a program (land reform, which we’ll get to); Romans generally ran on character and background rather than promising specific political actions if elected, so this was unusual. Part of the reason for it was doubtless that Tiberius Gracchus’ political fortunes were in difficulties. Now we should note here that while Tiberius Gracchus was a plebian (that is, not a patrician) that doesn’t make him a political outsider: Tiberius Gracchus was not remotely a political outsider or poor man or lacking in influence. His father (also Ti. Sempronius Gracchus) had been consul in 177 and 163 and censor in 169; his father (or grandfather) was consul in 215 and 213. Our Tiberius Gracchus’ mother, Cornelia, was the daughter of P. Cornelius Scipio Africanus, the man who defeated Hannibal. Tiberius Gracchus was born into substantial wealth and influence, the sort of man whose eventual political ascent was almost guaranteed.
(Indeed, it was so guaranteed that he gets to bend the rules and hold many of his offices early. He’s quaestor at just 26, which implies that he started his military service at 15 or 16 instead of the normal 17, doing so as a military tribune, not a common soldier. I do think this is relevant to understanding Tiberius Gracchus: this was a man born with a silver spoon and a carefully paved, flat-and-easy road to power and influence laid out for him by his family and his political backers, the most notable among whom was his key supporter Scipio Aemilianus (destroyer of Carthage and shortly Numantia).)
Except. Except he got wrapped up in something of a nasty foreign policy scandal during his year as quaestor, when he was assigned to the amazingly named but less amazingly capable C. Hostilius Mancinus who as consul in 137 was supposed to deal with Numantia in Spain. Mancinus blew it and got his army effectively trapped and sent Tiberius – his quaestor and the next highest ranking Roman present – to negotiate to get his army out. Tiberius did this, but the whole thing caused a great stink and a scandal at Rome (Roman armies are supposed to go down fighting, not negotiate shameful retreats!). Indeed, the Senate was so enraged they rejected the treaty and instead sent Mancinus, bound in chains, to the Numantines as part of a ritual process by which his treaty was disowned. Tiberius doesn’t get packed off to Numantia, but some of the political stink does rub off on him, so while he’s connected enough to get elected as a plebeian tribune in 133, he must know he needs a big second act to get his political career back on track, or he may never reach the consulship. That context – a political insider who had a golden ticket but must now win it back, rather than an outsider without connections – is important for understanding the reaction he is going to get.
Bret Devereaux, “Collections: On the Gracchi, Part I: Tiberius Gracchus”, A Collection of Unmitigated Pedantry, 2025-01-17.
- 1. D.J. Gargola, “The Gracchan Reform and Appian’s Representation of an Agrarian Crisis” in People, Land and Politics, eds. L. De Ligt and S.J. Northwood (2008).
August 17, 2025
QotD: The benefits of using auxilia units to the Roman Empire
That frankly unusual structure for a multi-ethnic imperial army [the non-citizen auxilia numbering about half the total “Roman” army] brought three principal benefits for the Roman army and consequently for the Roman empire itself.
The most obvious of these is manpower. Especially with a long-service professional army, capable and qualified recruits are in limited supply. The size of the Roman army during the imperial period ranged from around 300,000 to around 500,000, but in 14 AD (the year of Augustus‘ death) there were only 4,937,000 Roman citizens (Res Gestae 8.11), a figure which probably (a word I am using to gloss over one of the most technical and complex arguments in the field) includes women and children. Needless to say, keeping something close to a fifth of the adult male citizen population under arms continually, forever was simply never going to be feasible. After his victory in 31 BC at Actium, Octavian (soon to be Augustus) had acted quickly to pare down the legions, disbanding some, merging others, until he reached a strength of just 28 (25 after the three legions lost in 9 AD were not replaced). It was a necessary move, as the massive armies that had been raised during the fever-pitch climax of the civil wars simply could not be kept under arms indefinitely, nor could a short-term service conscript army be expected to garrison the hundreds of miles of Roman limes (“frontier, border”) in perpetuity.
Harnessing the manpower of the provinces was simply the necessary solution – so necessary that almost every empire does it. By their very nature, empires consist of a core which rules over a much larger subject region, typically with far greater population; securing all of that territory almost always requires larger forces than the core’s population is able or willing to provide, leading to the recruitment of auxiliaries of all kinds. But whereas many imperial auxiliaries, as noted above, turn out to be potential dangers or weaknesses, Rome’s auxilia seem to have been fairly robustly “bought in” on the system, allowing Rome to access motivated, loyal, cohesive and highly effective manpower, quite literally doubling the amount of military force at their disposal. Which in turn mattered a great deal because the combat role of the auxilia was significant, in stark contrast to many other imperial armies which might use auxiliaries only in subsidiary roles.
The auxilia also served to supply many of the combat arms the Romans themselves weren’t particularly good at. The Romans had always performed very well as heavy infantry and combat engineers, but only passably as light infantry and truly poorly as shock cavalry; they generally hadn’t deployed meaningful numbers of their own missile cavalry or archers at all. We’ve already talked a lot about how social institutions and civilian culture can be important foundational elements for certain kinds of warfare, and this is no less true with the Romans. But by recruiting from subject peoples whose societies did value and practice the kinds of warfare the Romans were, frankly, bad at, the Roman skill-set could be diversified. And early on, this is exactly what we see the auxilia being used for (along with also providing supplemental heavy infantry), with sagitarii (archers), funditores (slingers), exploratores (scouts) and cavalry (light, heavy and missile), giving the Romans access to a combined arms fighting force with considerable flexibility. And the system clearly works – even accounting for exaggerated victories, it is clear that Roman armies, stretched over so long a frontier, were both routinely outnumbered but also routinely victorious anyway.
As Ian Haynes notes, the ethnic distinctiveness of various auxilia units does not seem to have lasted forever, though in some cases distinctive dress, equipment and fighting styles lasted longer. Most auxilia were posted far from their regions of origin and their units couldn’t rely on access to recruits from their “homeland” to sustain their numbers over the long haul (although some number of recruits would almost certainly come from the military families of veterans settled near the forts). But that didn’t mean the loss of the expertise and distinctive fighting styles of the auxilia. Rather skills, weapons and systems which worked tended to get diffused through the Roman army (particularly in the auxilia, but it is hard not to notice that eventually the spatha replaces the gladius as the sword of the legions). As Ovid quips, Fas est et ab hoste doceri, “It is right to learn, even from the enemy” (Met. 4.428); the Romans do that a lot. The long-service professional nature of these units presumably made a lot of this possible, with individual cohortes and alae becoming their own pockets of living tradition in the practice of various kinds of fighting and acclimating new recruits to it. Consequently, not only did the Roman army get access to these fighting-styles, because the auxilia were actually integrated into the military system rather than merely attached to it, they also got the opportunity to adopt or imitate the elements of the fighting styles that worked.
Finally, the auxilia system also minted new Romans. We’ve already mentioned that auxilia veterans received Roman citizenship on retirement, but that wasn’t the extent of it. We can see in inscriptions that the degree of cultural fluency that soldiers in the auxilia gained with Roman culture was high; they often adopted Roman or Romanized names and seem to have basically always learned Latin (presumably because their Roman officers wouldn’t have spoken their language). While some units of the auxilia kept distinctive national dress as a sort of uniform, most of the auxilia seem to have adopted a style of dress that, while distinct from the legions, was generally in keeping with the Roman tradition of military dress (which was not quite the same as Roman civilian dress). They also partook of the Roman military diet (Roman soldiers kept a similar diet all over the empire, even if that meant shipping thousands of amphora of olive-oil and sour wine to northern England) which would have given them a diet in common with many work-a-day Romans too. Once retired, auxilia soldiers tended to settle where they served (rather than returning to their “home” provinces), which meant settling in frontier provinces where their citizenship set them apart as distinctively Roman, wherever they may have come from.
Exactly how many auxilia would have retired like this requires a degree of number crunching. Given a 20-year tour of service and zero mortality, we might expect around 7,500 men to pass through the auxilia each year. But of course, mortality wasn’t zero and so we have to expect that of our c. 20-year-old recruits, some number are going to die before retirement. Using some model life tables (following B. Frier, “Demography” in CAH^2 XI (2000)), we should figure that very roughly one third of our recruits will have died before reaching discharge. We then we need to adjust our recruitment figures to retain the same total strength and we get something like 9,000 new recruits each year to keep a strength of c. 150,000 with mortality counted for and 20 year tours. That gives us roughly 6,000 auxilia living to retirement each year. That may seem a small number, but that gradual accretion matters when it runs for decades and centuries and the newly enfranchised family units (recall that the citizenship grant covers children and sort-of-kind-of his spouse1) tend to settle on the frontiers, which is a really handy place to have communities of citizens. If we assume that these new citizen families mostly reproduced themselves (or more correctly that they went extinct or split with multiple children at roughly the same rate with no natural population growth), then we’d expect this process to produce perhaps something like 1.5 million new citizen households up until the Constitutio Antoniniana. Being very back of the envelope then, we might – once we account for women and children descendants of those soldiers – assume that on the eve of the general grant of citizenship in 212, there were perhaps 4 million Romans whose citizenship status was a product of service in the auxilia somewhere in their history; perhaps representing something like 7% of the entire population (including non-free persons). Were we to assume larger households (which seems wise, given that retired auxiliaries are probably more likely than average to be in an economic position to have a larger family), that figure would be even higher.
That is a very meaningful number of new Romans. And those figures don’t account for some of the other ways Roman citizenship tended to expand through communities both through manumission but also the political networks citizenship created (your Latin-speaking former-auxiliary citizen neighbors are a lot more likely to be able to help intercede to get you citizenship or get your community recognized as a municipia with that attendant citizenship grant). And not only are those new Romans by legal status, but new Romans who have, by dint of military training and discipline, absorbed quite a lot of Roman culture. As best we can tell, they tended to view the Roman Empire as their polity, rather than as a foreign or oppressive entity. They were “bought in” as it were. Again, this does not seem to have been the Roman intent, but rather an opportunistic, self-serving response to the need to maintain the loyalty of these troops; citizenship was, after all, a free benefit the emperor might bestow at no cost to the treasury (since citizens who lived outside of Italy still owed taxes) or himself.
Of course that fits the auxilia in to a later pattern in the provinces which becomes perhaps most apparent as the Roman Empire begins to collapse …
Bret Devereaux, “Collections: The Queen’s Latin or Who Were the Romans, Part V: Saving and Losing and Empire”, A Collection of Unmitigated Pedantry, 2021-07-30.
- Note on the coverage of the spouse. The grant of citizenship covered any biological children of the discharged auxiliary but did not extend citizenship to his wife. It did however, give an auxiliary the right to contract a lawful marriage with effectively any free woman, including non-citizens and the children resulting from such a union would be citizens themselves. Consequently, it extended one of the core privileges of citizenship to the non-citizen wife of a discharged auxiliary: the right to bear citizen children. Since the wife would be part of the retired auxiliary’s household (and then later, if he predeceased her, potentially in the household of her male citizen children) she’d be legally covered in many cases because a legal action against her would generally be an action against her husband/child. Given that a number of the rights of citizens simply didn’t apply to women in the Roman world (e.g. office holding), this system left the wife of a retired auxiliary with many, but not all, of the privileges of citizenship, so long as her husband and her marriage survived. That said, the legal status remained vested in her husband or her children, which made it more than a little precarious. One of these days, we can talk more about the structure of the Roman familia.
August 11, 2025
QotD: The job of the fuller
Our woollen fabric now has another step before it is fully finished, a mechanical and chemical processing known as fulling, which might both be done as a finishing process for newly woven fabric or as a cleaning process for clothing that had become soiled (though it should be noted that worsted wool is not generally fulled, so not all woollen products would be put through this process). Fulling accomplished two things, it scoured, which removed any remaining oils in the fabric (remember that, even if the wool had been scoured raw, it is likely to have been re-oiled to aid spinning and protect the fibers) which cleansed the wool, while the mechanical action of fulling matted the fibers together, increasing the strength of the wool and allowing it to more effectively repel water. The process, as done in the ancient and medieval world, was generally fairly simple: fabrics were immersed in a solution with a cleaning agent in a large basin and then trampled underfoot by a fuller. The actual act of mechanically treading the cloth underfoot was called “tucking” or “walking”. This mechanical trampling enabled the cleaning agents to penetrate fully into the fabric and dissolve away whatever grease, oils, dirt or other impurities might be there.
The cleaning agents for fulling wool varied by time and place. Roman fulleries generally used urine allowed to sit for a time (becoming “stale” – such urine is known as “wash”) because that concentrated the ammonium in the urine which acted as the cleansing agent. By the Middle Ages, we see the use of “fuller’s earth” (ammonia-rich clay), although urine continued to be used as well, presumably for its greater availability. As J.S. Lee notes (op. cit., 53), from the late twelfth century, we begin to see the use of water-power to replace the fullery worker as the treading agent, with the use of heavy wooden hammers driven by a water wheel to pummel the fabric.
Once this process was done the clothes or fabric were removed from the basin, scrubbed and wrung out fully, before being rinsed. In the Roman context – Roman fulleries (fullonicae) are fairly well archaeologically preserved and so give clues to the process at that time – the rinsing basins are set up to allow workers to walk in and out of them (some have working benches) which suggests that rinsing may have included additional scrubbing and wringing to make sure to remove both all of the impurities as well as all of the cleaning agents (Flohr, The World of the Fullo, 179-81). Fabrics would then have to be hung to be dried. In the Roman context, artwork tends to show clothes hung over high beams in the fullonica to dry; in the medieval context they were often hung to dry outdoors on long wooden frames called “tenters”.
Finally, the cloth would be “napped” (also called “raising the nap”, “rowing”, “teasing”, or polishing), which may have actually been the most labor intensive part of the process. Cloth would be brushed first, to raise the nap (the fuzzy, rough raised surface on woolen cloth), which would then be sheared to leave the cloth smooth. This stage also provided an opportunity for burling (and now you know why the coat factory is in Burlington), the inspection of the cloth and the manual removal of burrs, knots and other defects. Flohr (op. cit.) argues that this stage in the process consumed the bulk of the time and labor of fulling (a point on which J.S. Lee concurs for the Middle Ages). It is to a significant degree unfortunate that the sensational “they washed clothes in urine!” element of fulling has tended to eclipse the rest of the process in not only the popular imagination but occasionally in the scholarly discourse (the already cited Flohr, The World of the Fullo is a good antidote to this).
The position of fulling in the production chain of textiles seems to have varied a bit over time. In the medieval and early modern periods, fulling was generally done only once, as a final finishing stage in cloth production. By contrast, as Miko Flohr argues (op. cit., 57ff), the primary job of the Roman fuller was effectively as a laundry (though they may have treated freshly woven wool as well). Part of this probably has to do with differences in Roman clothing; Roman clothes were generally fairly simple in shape which must have made them easier to put through a fullery as a completed garment. Myself, I wonder if the changing role of fulling has to do with the introduction of soap during the later Roman Empire, which would have made it more possible for clothes to be laundered domestically (the Romans cleaned their bodies with oil, scraping it off with a strigil, which while perfectly good for cleaning skin would obviously not do for clothes, but soap and scubbing will work for both).
Fulling was generally a commercial (that is, not household) operation, done by professional fullers and we’ll talk about them (along with dyers and cloth merchants) in just a moment in terms of their place in society.
Bret Devereaux, “Collections: Clothing, How Did They Make It? Part IVa: Dyed in the Wool”, A Collection of Unmitigated Pedantry, 2021-04-02.
August 5, 2025
QotD: Fighting a Middle Republic Legion
You’ve formed up in your fighting order and begun to advance and first a cloud of light enemies (the velites) move up against you. Behind them, you can vaguely see the main Roman body, but not in much detail yet. Instead, you are treated to shower of lighter javelins; these only mass around 250g or so, but some of them are bound to catch a face or an unarmored leg and bring someone down or get stuck in a shield. The damage is probably minimal, but what the velites are doing is already wearing you down: you are now, physically and mentally “in combat”, with weapons flying and adrenaline running (whereas the Roman heavy infantry are not!). The velites don’t need to inflict casualties at this stage to have an effect: they’re inflicting friction (in the Clausewitzian sense, drink!) and that is enough.
As you approach the velites, they scatter back to their lines and now the first real trial comes: when you are about twenty meters out from the enemy line, a storm of those heavy pila come in, thick and all at once. Each one masses around 1.3kg (just short of three pounds) so even if the tip doesn’t bite, one of these things clanging off of armor or a shield is going to hurt, the impacts stagger men near you as you struggle to keep formation (and for a Hellenistic army, get and keep those sarisa-points down). The impact of the massed volley, especially against close-order infantry with tight fighting-width, is going to be chaotic as some men are killed, others disabled, still more suddenly staggered. The volley is followed almost immediately by the on-rush of the hastati. These guys don’t have a long spear for keeping you at a distance, they’re all brandishing swords and aim to get in close, using their large body-shields to absorb any blows you might throw while they get right up in your face, where their swords can stab and slash viciously over or under your shield. These hastati are aggressive and they’re probably better armored than you are.
And of course an engagement in contact like this is unpredictable. Perhaps in some areas, your lines push forward, whereas in other places it bends back. For large maneuver units (like taxeis!) this can be a real problem, but Roman maniples are small, so one maniple can advance if it finds the opportunity while others hold position or are even forced back (we actually see a general give, essentially, an “advance at your own discretion” order at Pydna, Plut. Aem. 20.8).
After a short and terrifying experience – these moments of shock combat probably didn’t last all that long, perhaps as little as just a few minutes – the hastati fall back. The front of your line is already physically and mentally exhausted. Many men are wounded and certainly some have been killed or disabled. I don’t want to oversell the casualties aspect of this: armies don’t annihilate each other in stand-up engagements (instead more casualties happen in pursuit), but wounds and exhaustion matter. Latin has this phrase, of being confectus vulneribus, “exhausted by wounds” or perhaps “worn down by wounds” (Liv. 24.26.14, 31.17.11, Caes. BGall. 5.45) to describe how the accumulation of a lot of little wounds can sap soldiers of their ability to resist effectively, even if no one wound is lethal. And just as important, all of the emotional impetus of your initial attack is spent. And there’s a decent chance that, as you try to breath, you still have these light velites‘ javelins (the hasta velitaris) thudding into your line every few seconds, because – again – they carry seven of them. They’re not out.
And then, as you are getting your bearings, trying desperately to catch your breath, the principes come up. They’re not physically tired or emotionally exhausted, but eager (like you were a half an hour ago when you advanced), they’ve been waiting all this time. Worse yet, these are probably the most combat-effective soldiers the Romans have, in the prime of their life, with years of combat experience. Now the second volley of pila comes in, creating yet more chaos. And then more angry, heavily armored Romans, behind their big shields, stabbing and cutting with their deadly gladii.
Now the men at the back of your single line may be relatively fresh, but you have no real way to get them to the front, so the wrath of the principes falls on men who are already exhausted, already wounded, already tired and already out of fight. Your line isn’t advancing so stridently; the men in the back, if the formation is deep, don’t know why the advance is slowed, why the line seems to be wavering, only that it seems to be wavering. And meanwhile, everyone is hoping that, at any moment, the victorious cavalry on the flanks is going to show up and win the battle, but they can’t see it anywhere in the confusion. Maybe your cavalry has won and is moments away – or perhaps Antiochus III charged it off the field again and no help is coming. Or perhaps the enemy cavalry has tied it up or worse yet, the Romans’ highly skilled Numidian allies might have mastered the flanks. You have no idea, you only know that help isn’t here, you are tired and more Romans are upon you. And somewhere, the thin thread of human courage snaps, either from the exhausted men in front or the confused men behind and the formation begins to collapse.
As the collective defense of lapped shields or serried pikes gives way, the Romans are now truly in their element: their large shields function just fine in individual combat and their versatile swords do as well. Lead by their centurions, the principes, with practiced and experienced skill, are finding the gaps, cutting as they go. As the formation crumbles, the velites can pursue – lightly armored, but well enough armed, backed up by the equites if there are any left.
You can see thus how this is a formation designed to wear down an enemy’s main battle line. It isn’t that the Romans are set massively deeper than a Hellenistic army, either. Assuming a base-3 set of file-depths (which seems to me the most likely), the Roman ranks are probably six, six and three men deep (hastati, principes, triarii), for a total depth over each file of 15, one less than the normal Macedonian formation. And with the wider fighting intervals the Romans use, they won’t normally have much of a problem matching the fighting width of the enemy army, unless substantially outnumbered (as, for instance, at Magnesia).
It’s not the Roman formation is deeper, it’s that its successive battle lines avoid exposing the entire army to exhaustion, attrition and friction all at once. In effect, it uses the same principles as defense-in-depth, exploiting the effect of friction on the enemy line to wear it down, but does so on the offensive. I don’t think it is an accident that when the Romans do lose, it tends to be because this model battle was spoiled in some way, either because the army was ambushed, enveloped, something disrupted the triplex acies or because the enemy was able to carry the field with just the momentum of the first charge – the Roman lines essentially failing like a building undergoing controlled demolition, as each floor pancakes the next without slowing.
But an army that isn’t able to decisively win the battle either at the first onset or somewhere else on the line is going to find itself in quite a lot of trouble as the Romans almost inevitably sandpaper away the morale and stamina of the main line of resistance until it collapses.
Now many of you may already be realizing that this kind of force is going to present a Hellenistic army with a lot of problems, both because it is set up for a different kind of fight than they are, but also because it may end up matching much heavier troops against the lighter parts of a Hellenistic army. But before we jump into battles, we need to zoom up to the upper levels of military analysis – operations and strategy – and talk about the advantages the Romans have there.
Because if all the Romans had was an edge in their tactical system, we might expect them to win battles but sometimes lose wars. Instead, while the Romans sometimes lose battles, they seemingly always win the war.
Bret Devereaux, “Collections: Phalanx’s Twilight, Legion’s Triumph, Part IIa: How a Legion Fights”, A Collection of Unmitigated Pedantry, 2024-02-09.
July 30, 2025
QotD: Meetings of the Roman Republican Senate
Meetings of the Senate were formal affairs, but unlike modern legislatures the Senate did not stay in session over long periods. Instead, it met in specific venues – they had to be inaugurated – when called by a magistrate with the power to do so.
We may begin with place: the Senate had no single fixed meeting spot, though the curia in the Forum was the most common location, however the place the Senate met had to be religiously prepared via inauguration (the taking of the auspices by the augurs) and by sacrifices in order to make sure the gods approved of the proceedings and its results. Consequently, the Senate always met in a templum in the sense of a consecrated space, but also it tended to meet literally in temples, with meetings in the temples of Jupiter Optimus Maximus, the temple of Fides, the temple of Concord, and so on. Notably, two locations, the temple of Bellona and the temple of Apollo were also used and these sat outside the pomerium, enabling the Senate to meet with magistrates who, because of their active command of an army, could not cross the pomerium; they were also sometimes used to meet with foreign dignitaries the Senate did not wish to let into the city. Later added to this number of sites outside the pomerium was Pompey’s theater, which included a temple of Venus Victrix and a curia as part of the overall complex.
In order to meet, the Senate had to be called or more correctly “driven together” (cogere, often translated adequately as “summoned”, but as Lintott notes, it has an element of compulsion to it) by a magistrate. There were a few standard dates on which this would effectively always happen, particularly the first day of the consular year, but beyond that it was expected that magistrates in Rome could call the Senate at any time to discuss any issue on relatively short notice. There was initially no requirement that Senators live in the city of Rome, but it was clearly assumed. Early on in the second century, we get regulations requiring Senators to stay close to Rome unless they had an official reason to be elsewhere, though Senators might be permitted to leave if they needed to fulfill a vow. In the Late Republic it seems to have been common also for Senators to leave the city during the spring res prolatae, a sort of recess from public business (literally “the deferring of business”), but these informal breaks did not mean the Senate was truly “out of session” and it could still be summoned by a magistrate.
Generally, meetings of the Senate began at dawn, though they could begin later, and they proceeded either until the business was concluded or to dusk. Because of the ritual preparations required, no meeting of the Senate could last more than a day, much like the assemblies, so if the business was not finished, a new meeting would need to be called and the process begun from scratch. While it seems that magistrates generally tried to avoid calling the Senate during festival days, dies nefandi (days unsuited for public business) and meetings of the popular assemblies, there was no requirement to do so and the Senate might be called for any day for most of the Republic, with laws restricting the Senate’s meeting days only coming midway through the first century.
Beyond this, Senators were expected to show up and we hear of threats of fines or other censure for failure to show up, but it also seems like no meeting of the senate was ever very close to the full body and quorums for the Senate were fairly low, 100 or 150. For the Sullan Senate, notionally of 600 members, the highest attendances we know of, as noted by Lintott, are 415, 417 and 392. Of course some significant number of Senators will, at any time, have been active magistrates overseas, or serving as military tribunes, or as senatorial legati, but it seems clear that even beyond this attendance was not universal even if it was in theory supposed to be.
Bret Devereaux, “Collections: How to Roman Republic 101, Part IV: The Senate”, A Collection of Unmitigated Pedantry, 2023-09-22.
July 23, 2025
QotD: The legion of the Middle Republic
The basic building blocks of Roman armies in the Middle Republic are the citizen legion and the socii alae or “wing”. A “standard” Roman army generally consisted of two legions and two matching alae. but larger and smaller armies were possible by stacking more legions or enlarging the alae. We’re not nearly so well informed as to the structure of the alae of socii (the socii being Rome’s “allied” – really, subject – peoples in Italy), except that they seem to have been tactically and organizationally interchangeable with legions. Combined with the fact that they don’t seem archaeologically distinctive (that is, we don’t find different non-Roman weapons with them), the strong impression is that at least by the mid-third century – if not earlier – the differences were broadly ironed out and these formations worked much the same way.1 So, for the sake of simplicity, I am going to discuss the legion here, but I want you to understand (because it will matter later) that for every legion, there is a matching ala of socii which works the same way, has effectively the same equipment, fights in the same style and has roughly the same number of troops.
With that said, we reach the first and arguably most important thing to know about the legion: the Roman legion (and socii ala) of the Middle Republic is an integrated combined arms unit. That is to say, unlike a Hellenistic army, where different “arms” (light infantry, heavy infantry, cavalry, etc.) are split into different, largely homogeneous units, these are “organic” to the legion, that is to say they are part of its internal structure (we might say they are “brigaded together” into the legion as well). Consequently, whereas the Hellenistic army aims to have different arms on the battlefield in different places doing different things to produce victory, the Roman legion instead understands these different arms to be functioning in a fairly tightly integrated fashion with a single theory of victory all operating on the same “space” in the enemy’s line.
And you may well ask, before we get to organization, “What is that theory of victory?” As we saw, the Hellenistic army aims to fix the enemy with its heavy infantry center, hold the flanks with lighter, more mobile infantry (to protect that formation) and win the battle with a decisive cavalry-led hammer-blow on a flank. By contrast, the Romans seem to have decided that the quickest way to an enemy’s vulnerable rear was through their front. The legion is thus not built for flanking, its cavalry component – while ample in numbers – is distinctly secondary. Instead, the legion is built to sandpaper away the enemy’s main battle line in the center through attrition, in order to produce a rupture and thus victory.
To do that, you need to create a lot of attrition and this is what the manipular legion is built to do.
The legion of the Middle Republic is built out of five components: three lines of heavy infantry (hastati, principes and triariivelites), and a cavalry contingent (the equites). Specifically, a normal legion has 1200 each of velites, hastati and principes, 600 triarii and 300 equites, making a total combined unit of 4,500. Organizationally, the light infantry velites were packaged in with the heavy infantry (Polyb. 6.24.2-5) for things like marching and duties in camp, but in battle they typically function separately as a screening force thrown forward of the legion.
So to take the legion as an enemy would experience them, the first force were the velites. These seem to have been deployed in open order in front of the legion to screen its advance. These fellows had lighter javelins, the hasta velitaris (Livy notes they carried seven, Livy 39.21.13), no body armor and a “simple headcovering” (λιτός περικεφάλαιος, Polyb. 6.22.3), possibly hide or textile; they also carried a smaller round shield, the parma, and the gladius Hispaniensis for close-in defense (Livy 38.21.13). These are, all things considered, fairly typical ancient javelin troops, aiming to use the mobility their light equipment offers them to stay out of close-combat.
Behind the velites was the first line of the heavy infantry, the hastati. These fellows were organized into units called maniples (lit: “a handful”) of 120, which in turn are divided into centuries of 60 each. The maniples are their own semi-independent maneuvering units (note how much smaller they are than the equivalent taxeis in the phalanx, this is a more flexible fighting system), each with its own small standard (Polyb. 6.24.6) to enable it to maintain coherence as it maneuvers. That said, they normally form up in a quincunx (5/12ths, after a Roman coin with the symbol of five punches, like on dice) formation with the rear ranks, as you can see above.
The hastati (and the principes, who are equipped the same way) have the large Roman shield, the scutum, two heavy javelins (pila), the gladius Hispaniensis sword, a helmet (almost always a Montefortino-type in bronze in this period) and body armor. Poorer soldiers, we’re told, wore a pectoral, wealthier soldiers (probably post-225, though we cannot be certain) wore mail. That is, by the standards of antiquity, quite a lot of armor, actually – probably more armor per-man than any other infantry formation on their contemporary battlefield. That relatively higher degree of protection – big shield, stout helmet (Montefortino’s in this period range from 1.5-2.5kg, making them unusually robust), and lots of body armor – makes sense because these fellows are going to aim to grind the enemy down.
Note that a lot of popular treatments of this assume that the hastati were worse equipped than the principes; there’s no reason to assume this is actually true. The principes are older than the hastati, but the way to understand this formation is that the velites are young or poor, whereas for the upper-classes of the infantry (probably pedites I-IV) after maybe the first year or so, they serve in the heavy infantry (hastati, principes, triarii) based on age, not on wealth (and then the equites are the truly rich, regardless of what age they are; the relevant passage here is Polyb. 6.21.7-9, which is, admittedly, not entirely clear on what is an age distinction and what is a wealth distinction).
We’ve discussed the combat width these guys fight with already – somewhat wider spacing than most, so that each man covers the other’s flanks but they all have room to maneuver. It seems like the standard depth in the Middle Republic was either base-3 (so 3 deep on close order, 6 deep for “fighting” open order) or base-4 (so 4 and 8). Even in open-order with the maniples stretched wide (possibly by having rear centuries move forward), there would have been open intervals (10-20m) between maniples, which reinforces the role of a maniple as a potentially independent maneuvering unit – it has the space to move.2
Behind the hastati are the principes, with the same equipment and organization, slightly off-set to cover the intervals between the hastati, with a gap between the two lines (we do not know how large a gap). These men are slightly older, though not “old”. The whole field army generally consists of iuniores (men under 46) and given how the Romans seem to like to conscript, the vast majority of men will be in their late teens and 20s. So we might imagine the velites to be poorer men, or men in their late teens (17 being the age when one become liable for conscription) or so, while the hastati are early twenties, the principes mid-twenties and the handful of triarii being men in their late twenties or perhaps early 30s. The positioning of the principes isn’t to spare older men the rigors of combat, but rather to put more experienced veterans in a position where they can steady the less experienced hastati.3
Finally, behind them are the triarii, who trade the pila for a thrusting spear, the hasta, the Roman version of the Mediterranean omni-spear. These men are, as noted, the oldest and so likely the calmest under pressure and thus form a reserve in the rear. The three-line system here is what the Romans call a triplex acies (“three battle lines”). This wasn’t the only way these armies engaged and they could sometimes be formed up into a single solid line, but the triplex acies seems to have been the standard. We don’t know exactly how deep such a formation would run, but we have fairly good evidence that a legion might occupy a space around 400m wide (with some variation), meaning a whole Roman army’s core heavy infantry component (the two legions and two alae) might be some 1.6km (about a mile) across.
The equites, while organic to the legion organizationally, will be tactically grouped in battle to form cavalry screens on the edges of the army, not as a grand flanking cavalry “hammer”, but as flank-protection for the advancing infantry body (as a result, they tend to fight more cautiously). The equites in this period are heavy cavalry, with armored riders (after c. 225, that would be mail), using a shield and a hasta, along with a gladius as a backup weapon and thus serving as “shock” cavalry. Roman cavalry, if we look at their deployments, is generally ample in numbers, but the Romans seem to have been well aware it wasn’t very good, and sought allied cavalry (especially non-Italian allied cavalry) whenever they could get it. But the cavalry, Roman or not, was almost never the decisive part of the army.
Polybius tells us that the socii supplies more cavalry than the Romans and implies that there was a standard rule of three socii cavalrymen to every Roman equites, while socii infantry matched Roman infantry numbers (Polyb. 6.26.7). Looking at actual deployments though, we see that the socii tend to outnumber the Romans modestly, on about a 2:3 ratio, with socii cavalry only modestly outnumbering Roman cavalry.4 Consequently a normal Roman consular field army (of which the Romans generally had at least two every year) was 8,400 Roman infantry, around 12,600 socii infantry, 600 Roman cavalry and perhaps a thousand or so socii cavalry, for a combined force of 21,000 infantry (c. 5,000 light 16,000 heavy, so that’s a lot of heavy infantry) and 1,600 cavalry. That somewhat undersells the cavalry force the Romans might bring, as Roman armies also often move with auxilia externa (allied forces not part of the socii), which are very frequently cavalry-heavy (especially, after 203, that really good Numidian cavalry).5 By and large, it’s not that the Romans bring a lot less cavalry (as a percentage of army size), but that Italian cavalry tends to perform poorly and the as a result the Romans do not built their battle plans around their weakest combat arm.
Perhaps ironically, the Romans used their cavalry like Alexander and Hellenistic armies used their light infantry: holding forces designed to keep the flanks of the battlefield busy while the decisive action happened somewhere else.
Bret Devereaux, “Collections: Phalanx’s Twilight, Legion’s Triumph, Part IIa: How a Legion Fights”, A Collection of Unmitigated Pedantry, 2024-02-09.
1. On this, see Burns, M. T. “The Homogenisation of Military Equipment under the Roman Republic”. In Romanization? Digressus Supplement I. London: Institute of Archaeology, University College London, 2003.
2. On this, M.J. Taylor, “Roman Infantry Tactics in the Mid-Republic: A Reassessment”, Historia 63.3 (2014): 301-322.
3. To expound at some length on my own thoughts on how I think the wealth/age issue was probably managed, Dionysius (4.19.2) claims that the Romans recruited by centuries in the comitia centuriata such that the wealthy, divided into fewer voting blocks, served more often, and we know from Polybius that the maximum period of service for the infantry was sixteen years and from some math done by N. Rosenstein in Rome at War (2004) that the average service must have been around seven years. My suspicion, which I cannot prove is that the very poorest Roman assidui (men liable for conscription) might have only been serving fewer years on average and so it wasn’t a problem having them do all of their service as velites (the only role they can afford), whereas wealthier Romans (my guess is pedites IV and up) are the ones who age into the heavy infantry, with pedites I, whose members probably serve more than the seven-year average (perhaps around 10?) might make up close to 40% of the actual heavy infantry body (which is their balance in the comitia centuriata). The velites thus serves two important functions: a place to “blood” wealthier young Roman men to prepare them to stand firm in the heavy infantry line, as well as a place for poorer Romans to contribute militarily in a way they could afford. But I think that, once in the heavy infantry, the division between hastati, principes and triarii was – as Polybius says (6.21.7-9 and 6.23.1) – an age division, not a wealth division. Instead, the next wealth line is for the equites.
4. The data on this is compiled by Taylor, Soldiers & Silver (2020), 26-28.
5. Taylor, op. cit., 54-7 compiles examples.




