This is the second half of the third part of our four-part series (I<\/a>, II<\/a>, IIIa<\/a>) discussing the debates surrounding ancient Greek hoplites and the formation in which they (mostly?) fought, the phalanx. Last week, we discussed the development of hoplite warfare through the Archaic period (c. 750-480). Our evidence for that early period of development is very limited, but what we have points to an emerging shield wall formation which neither resembles the rigid shoving-matches of the orthodox school on hoplites, nor the fluid skirmishing of the \u2018strong\u2019 heterodox vision. Instead, it seems likely that hoplite equipment developed for a shield wall that already existed, which worked to a significant degree in conjunction with skirmishers and cavalry, acting as a \u2018base\u2019 as well as an offensive striking force.<\/p>\n This week we\u2019re going to move into the better attested Classical period (480-323), where we begin to get literary sources describing Greek warfare in some detail. What I want to accomplish here is basically two-fold: first to address the definition question of what a phalanx is<\/em> and then second to outline in a broad way how it seems to have worked in this better-documented period.<\/p>\n As always, if you like what you are reading, please share it as I rely on word-of-mouth to find readers! And if you really like it, you can support this project over at Patreon<\/a>; I don\u2019t promise not to use the money to buy a full hoplite panoply, but I also don\u2019t not<\/em> promise to do that. And if you want updates whenever a new post appears, you can click below for email updates or follow me on Twitter <\/a>and Bluesky <\/a>for updates when posts go live and my general musings; I have largely shifted over to Bluesky (I maintain some de minimis<\/em> presence on Twitter), given that it has become a much better place for historical discussion than Twitter.<\/p>\n Followers of this debate will note a major chronological question left unanswered in the previous section which is often given quite a lot of definitional import: when are the non-hoplites excluded<\/em> from the shield wall?<\/strong> That question in turn takes up new significance because of the definitional fight over what a \u2018phalanx\u2019 is and thus when it developed. Generally<\/em>, both the orthodox and heterodox scholars accept that a definitional component of the \u2018phalanx\u2019 in its mature form is that it excludes light infantry and cavalry<\/strong>, being an all-hoplite formation.<\/p>\n For the \u2018strong\u2019 orthodox school, the answer to this question is easy: their developmental model essentially requires that light infantry were never much integrated into the phalanx and swiftly excluded. From this perspective, the achievements of light infantry at Sphacteria\/Pylos (425) and cavalry at Delium (424) and during the Sicilian Expedition (415-413) all in Thucydides, represent the early beginnings of a tactical revolution away from pure hoplite fighting. In this model, \u2018the phalanx\u2019 \u2013 defined by a fairly rigid adherence to the orthodox tactical model (very tight files (c. 45-60cm file widths), charge to collision, shoving othismos<\/em>, standard depth of 8, exclusion of light infantry and cavalry<\/strong>) exists and is the standard method of war for Greek polis<\/em> societies no later than 640 with the Chigi Vase.<\/p>\n By contrast the heterodox school favors much more gradual development, with light infantry still fighting in the same formation as the hoplites very late, often well into the fifth century. Since the segregation of light infantry and cavalry from the hoplites is taken as a definitional element of the phalanx, that in turn pushes back the development of the thing called \u2018the phalanx\u2019 into the fifth century, with a mature phalanx that excludes all other kinds of soldiers only emerging potentially in the mid-fifth century. It is worth noting this sort of definitional vision is somewhat reliant on the vision of light infantry being basically scattered within the formation (thus rendering the whole thing something more of a loose skirmish line), but as we\u2019ve already discussed, I don\u2019t think that was likely to have been the case even in the seventh century, much less the late sixth.<\/p>\n Instead I think this date-of-the-phalanx debate suffers from an excessively rigid definition<\/strong>. That rigid definition is, I should note, by no means required by the ancient sources themselves. While we<\/em> tend to use \u2018phalanx\u2019 to mean only two specific Greek heavy infantry formations (the hoplite phalanx and the sarisa<\/em> phalanx<\/a>), the ancient Greeks were happy to use the word of almost any regular formation of combatants. As we\u2019ve noted, the term gets used for hoplites, sure and also sarisa-<\/em>carrying phalangites, but also Roman legions, \u2018barbarian\u2019 infantry (including Gauls), formations of ships, chariots, and even elephants<\/a>. In ancient Greek, \u03c6\u03ac\u03bb\u03b1\u03b3\u03be just means any battle line or array, similarly flexible to its Latin equivalent acies<\/em>. It has, I\u2019d argue, an implication of some kind of regular order \u2013 it is a battle line<\/em>, not a mob or a mass \u2013 but beyond that it isn\u2019t some kind of technical term.<\/p>\n Now of course we often use a generic word in another language as a technical term to indicate that specific culture\u2019s version of that concept, especially in military contexts. German Messer<\/em> just means \u2018knife,\u2019 but in English it has come to mean a specific family of German swords (sometimes more precisely Gro\u00dfes Messer<\/em><\/em> or Langes Messer<\/em> or \u2013 for two-handed versions \u2013 Kriegsmesser<\/em>) defined by a knife-style hilt construction. Likewise in English katana<\/em>, a generic Japanese word for \u2018sword,\u2019 means generally \u2018Japanese sword\u2019 and very specifically the uchigatana<\/em>. And of course the Roman word gladius<\/em> (itself a loanword from a Celtic language) simply means \u2018sword,\u2019 but in English is used to mean specifically a family of Roman swords descending from the gladius Hispaniensis<\/a><\/em>. So we do this all the time, taking a general term in a given language and making it a technical term in our language, usually a technical term for the other language\u2019s culture\u2019s version<\/em> of the general idea<\/strong>.<\/p>\n From that framework, I would argue that the current definitions of \u2018phalanx\u2019 in use in these debates \u2013 demanding often very tight formations, the complete exclusion of light troops and a rigid tactical system (more rigid, probably, than most phalanxes actually were) \u2013 is excessively specific and overly inflexible. Instead we ought to think of \u2018phalanx\u2019 as closer to \u2018a shield wall with ancient Greek characteristics<\/strong>.\u2018<\/strong> That fits better the way we use the terms: \u2018phalanx\u2019 is the general Greek word for battle-order and so it can describe in English the distinctively Greek battle order. Such a definition would not be infinitely plastic: it has to be an at least somewhat<\/em> regular battle order, but as we saw last time, I think the Greeks had a somewhat<\/em> regular battle order for their hoplites from at least the mid-seventh century. Say what you will about the impression of formation depth<\/em> on the Chigi Vase, the intention of the artist is clearly to show a regular battle order, with figures all neatly the same distance apart and close enough to be shown overlapping. Consequently, this broader definition largely obviates efforts to back-date the phalanx to the fifth century<\/strong>, because it does not require the full exclusion of light infantry in all cases altogether.<\/p>\n That said, I think there is (as we\u2019ll see below) a meaningful difference between the earlier hoplite phalanx, which seems to operate much more tightly integrated with its light infantry and the later hoplite phalanx which increasingly excludes those troops. Paul Bardunias distinguishes, in terms of his tactical models, between an Archaic Phalanx that is something of a hybrid \u2013 shield wall in front, skirmishers behind \u2013 and a Classical Phalanx that is \u2018all hoplite\u2019 and a more exclusively shock formation and as we\u2019ve discussed previously, while I suspect there are most places for the skirmishers \u2018to go\u2019 in the battle order (I suspect Paul suspects this too), those models seem to me to make the most sense.<\/p>\n What I would propose then is a three-part division: first, a proto-phalanx<\/strong> (or Archaic phalanx), in which skirmishers can be present but where the core of the formation is pretty clearly a shield wall of hoplites, which is clearly in use in the seventh and sixth century. Next, there is a hoplite phalanx<\/strong> (short for \u2018all-hoplite-phalanx\u2019 or also \u2018Classical Phalanx\u2019), which is the formation that seems to be in use for most of the fifth century, in which light infantry have been fully segregated out into other battlefield roles (discussed below). There is clearly a process of transition involved between these two forms happening around the turn of the sixth century into the fifth which we can see only imperfectly. Arguments about that transition are fundamentally going to turn around interpretations of Herodotus \u2013 and in particular how much of Herodotus one is willing to gainsay or discard. For my own part, I think Herodotus clearly intends us to understand an all-hoplite-phalanx at Marathon (490) (but, interestingly, not at Plataea (479), where he attests lots of light infantry \u2013 it makes sense a transitional period might involve different poleis<\/em> operating at different points in the transition) and I find efforts to gainsay Herodotus writing within or just beyond living memory of the events with Pausanias, writing six centuries later pretty unconvincing. Personally, I suspect, given the presence of Greek artwork \u2013 again, as early as the Chigi Vase in c. 640 \u2013 of images depicting solid, uniform lines of hoplites in close formation that the \u2018all-hoplite-phalanx\u2019 probably co-existed with the proto-phalanx for quite a while during the Archaic and that both approaches were available on the \u2018tactical menu\u2019 by the Greco-Persian Wars.<\/p>\n Finally, there is the sarisa<\/em>-phalanx<\/a>, the third sort, which we need not dwell on here except for me to note that it is a clear extrapolation out of the all-hoplite-phalanx (as an all-phalangite-phalanx, in effect, albeit with supporting light infantry on its flanks and possibly operating in the intervals between its regiments), which I feel is necessary to justify calling the Archaic phalanx a \u2018proto-\u2018 phalanx, since means that this military system is going to spend several centuries iterating on the idea of an all-heavy-infantry \u2018phalanx\u2019 block.<\/p>\n In my view, this sort of schema lets us understand \u2013 as I think we ought \u2013 not a question of \u2018when the phalanx\u2019 (which we now answer with \u2018no later than the mid-seventh century and probably earlier\u2019), but rather tracking changes within the concept of the phalanx<\/strong>, from a proto-phalanx that may put all of the hoplites together (perhaps in the front several ranks, or in a block at the center of the army), but is still expecting to be fairly tightly integrated with non-hoplites, to the all-hoplite -phalanx that has fully segregated those troops.<\/p>\n With that in mind, we can now turn to the question how did the all-hoplite-phalanx function<\/strong>?<\/p>\n We\u2019ll start with how I think our evidence suggests that the phalanx formation functioned itself \u2013 individual spacing, the nature of its charge, the style of its engagement and so on \u2013 and then we\u2019ll move towards larger picture questions of the organization of whole battles or campaigns.<\/p>\n As you may have noticed, the orthodox and heterodox \u2018schools\u2019 do not necessarily agree on spacing. Traditionally, the orthodox vision \u2013 and this has tended to inform a lot of modern artistic reconstructions \u2013 often assumed something close to shoulder-to-shoulder spacing, which would come out to a file width of about 45cm. We\u2019ve discussed the concept of file width before \u2013 file width can be a tricky concept because there are several ways of measuring it \u2013 but what we\u2019re measuring when we say file width here is the distance from one man\u2019s left shoulder to the left<\/em> shoulder of the right man, so a space that contains one body and one interval of open air. When considering the question more carefully, orthodox scholars often resorted to Polybius\u2019 report (18.29) of the (sarisa<\/em>)-phalanx\u2019s spacing which comes out to about 90cm, though as we\u2019ve discussed before this figure is also not without its debates which are wound around questions of the length of the sarisa<\/em> since Polybius does all of his math for the sarisa<\/em>-phalanx in units of two cubits. The problem there is there\u2019s no real reason to suppose the sarisa<\/em>-phalanx must<\/em> use the same combat spacing as the hoplite phalanx<\/strong>: after all, the sarisa<\/em>-phalanx is using a different weapon (a two-handed pike) and a smaller (c. 80cm) shield.<\/p>\n Hans van Wees, meanwhile, in Myths and Realities<\/em>, suggests a much looser spacing, with six foot intervals (c. 180cm) and expresses skepticism that even at this wide spacing was the vulnerability of any man\u2019s right side (the one without the shield) a real problem in that way that, I must stress, Thucydides explicitly<\/em> says it is (Thuc. 5.71). My sense is that many heterodox scholars have backed off of this sort of wide spacing as being typical (though of course there might be circumstances where you\u2019d want it), but since Myths and Realities<\/em> hasn\u2019t been revised or superseded as the monograph treatment of the heterodox model, that wide spacing remains \u2018in the air\u2019 for students and enthusiasts alike.<\/p>\n Of course the challenge here is that, as you may be picking up from the above, no source explicitly attests the file intervals for the hoplite phalanx. We do<\/em> get such attestations for Macedonian and Roman armies<\/a> (from Polybius, above), but not for Greek hoplites.<\/p>\n I think there are two ways of attacking this problem. The first is to think about how a formation comes together and the latter is to think about how it most optimally fights and in both cases I am not breaking new ground here, but following others (Peter Connolly in the first case, Paul Bardunias in the latter). In the first case, Peter Connolly observed quite rightly that armies do not line up men with rulers. Instead they are going to use some easy measurements available to them in their context to quickly get men at more or less<\/em> the right intervals. Connolly uses that to explain what Polybius is doing: while the cubit, a unit of length measurement, varied a bit from one place to the next in its \u2018official\u2019 length, it always had as its common sense the length of an adult man\u2019s forearm. So when Polybius says men line up with a file width of \u2018two cubits\u2019 what he means is they line up with a file width of \u2018roughly one full arm-length.\u2019<\/p>\n And that\u2019s easy to pull off in practice: you are marching in column into position (your marching width will be your file depth in a second), you have every man put out his arm to touch the back of the man in front of him. Then everyone pivots 90 degrees to the left and there you are: each man has basically one forearm (plus a handful of centimeters for the back-to-chest space) of space, giving you a roughly<\/em> two-cubit, 90cm spacing. As Michael Taylor has pointed out, if you are the Romans and want slightly wider spacing, you simply have the men pivot first<\/em> and then do the arm trick second, so that the file interval instead of being one arm-length is now one arm-length plus shoulder width (which comes out to roughly 135cm).<\/p>\n Given that method of accomplishing regular intervals, you can see that you aren\u2019t going to have an infinite number of interval choices, but a handful based on the size of things you have to line up with. Half an arm\u2019s length (one cubit) is clearly doable, as is a super-wide full-arm-length-plus-full-arm-length-plus-shoulder-width (five cubits, 225cm). Alternately you could use objects \u2013 lining up spear-length (c. 2.5m) apart, for instance. Or, of course, you could use the <\/em>aspis, lining up, say, an aspis width<\/em> apart. Which is 90cm. And you see, perhaps where I am going with this.<\/p>\n We have an easy interval to create and a shield that is exactly<\/em> as wide as that interval. This seems intentional.<\/p>\n From there we can hop over to the second approach which is to instead look at combat dynamics, do some group sparring and ask how formations at the different widths fare. After all, the one thing we can be reasonable sure about the hoplite phalanx is that it worked<\/em>. The Greeks were remarkably militarily successful in the Late Archaic and Classical periods, establishing and defending colonial settlements all over the Mediterranean and holding off the local Big Damn Empire, the Achaemenids. Paul Bardunias has done exactly and presented the work in this video I am just going to keep linking<\/em> because I think it is very good <\/a>and it turns out that to a point, tighter combat spacing (60-90cm in Bardunias\u2019 experiments) is really beneficial because it is really hard to defend with an aspis<\/em> effectively if you are opposed by multiple enemies due to their tighter spacing.<\/p>\n Of course there are limits. Even turning one\u2019s body to the side, it is really hard<\/em> to get any tighter than 45cm \u2013 any tighter than 90cm, of course and you have to angle and overlap shields \u2013 and really anything below 60cm or so seems solidly \u2018unfightable.\u2019 I\u2019m struck here that the Greeks sometimes reference a formation synaspismos<\/em> (\u2018shields together\u2019) which seems to be a special, ultra-tight formation (though references are few and separated by a lot of chronology, so this term may have shifting meanings). As we discussed before<\/a>, I suspect this is a special \u2018ultra-tight\u2019 formation, probably to resist ranged attack, similar to Roman close-order formations: you don\u2019t fight this way, you close up to get through (ranged) \u2018fire\u2019 and then widen out again to fight. This would be easy to do because your ultra-tight interval is neatly half of your regular interval: you just have the back half of each file move up into the gap (though a formation might also just cluster together under pressure more organically).<\/p>\n We can then take this thinking back to our best evidence, which is the representation evidence. From the 640s onward, when hoplites are represented in formation groups, they are generally presented in a line, with regular spacing and shields touching or overlapping, much as on the Chigi Vase. Now, if we\u2019re familiar with other cultures\u2019 artwork of massed infantry formations, we know to be immediately skeptical here: artists often compress<\/em> infantry in artwork to make them look more impressive or simply fit them in the space. We see medieval and even Roman infantry so compressed all the time<\/em>, so we can\u2019t take this depiction literally and try to measure spacing from it. But what we can assume, I\u2019d argue, is that the assumption here \u2013 at least the ideal \u2013 is a formation with regular spacing and relatively tight spacing. These fellows are near each other, if maybe not so close<\/em> as depicted.<\/p>\n None of that evidence is as strong as we\u2019d like, it\u2019s all, in a sense, \u2018circumstantial.\u2019 But it all points the same way: the combat testing and the forming up process both seem to suggest something like a 90cm interval, which in turn brings the idea that the Macedonian phalanx inherited the spacing of its predecessor hoplite phalanx back with a little more foundation, and that spacing is consistent with the artwork, especially when we consider the strong tendency in many artistic cultures to cram close-order infantry together. And then of course there is the aspis<\/em> itself, which at roughly 90cm intervals would have their rims just touching, thus presenting a solid line of protection when drawn close.<\/p>\n Although I should note here, I don\u2019t think they always were drawn close \u2013 you absolutely can<\/em> extend an aspis<\/em> out in front of you (albeit not as far as a center-grip shield) and I suspect this was often done in fighting, I imagine it was probably the standard stance when fighting out of formation and in the ultra-tight synaspismos<\/em> formation, some degree of angling the shield forward would simply be mandatory.<\/p>\n The other question about the formation is depth: how many men deep was it? We simply have no basis to estimate the distances front-to-back of the men (though further extrapolation from Polybius might suggest 90cm as reasonable, but the evidence here is paper thin), but how many men<\/em> in a file we are sometimes told. The orthodox school says the standard depth is 8, whereas heterodox scholars sometimes doubt a standard depth at all (amateur warriors, after all). Roel Konijnendijk put all of the figures together to argue that there is no rigidly standard depth and I suppose I take his argument halfway. He is correct that depth varies.<\/strong> On the other hand, of his 20 examples, eight have a depth of 8, two more a depth of 16 and two more a depth of 4. The remainders are 1, 2, 9-10, <10, <12, 25, and >50 (2x). But we\u2019re also looking at a simple majority of examples (13\/20) are clean multiples of four, which to me really suggests<\/em> that the most common half-file (perhaps a standard marching width) was four, with armies sometimes forming up half-file to stretch the line or double-file to narrow it. The classic eight-deep formation is four times<\/em> more common than any other choice, which really does suggest it was \u2018standard,\u2019 especially keeping in mind that we\u2019re more likely to be told a formation\u2019s depth when it is unusual (that is, our authors are going to report every 50-man-deep column, but not every 8-man-deep standard formation). <\/p>\n So it seems fair to say \u2018standard depth may have varied, but 8 was by far the most common.\u2019<\/p>\n We also have to discuss various attested \u2018ultra-deep\u2019 formations and their purposes<\/strong>. The orthodox view on this often recalls Napoleon\u2019s attacking columns with the idea being that a deep formation provides impetus to an attack which of course fits with the \u2018shoving\u2019 model, the idea being that a deep formation has more men shoving. The problem with this, as Roel Konijnendijk notes (op. cit.<\/em>, 134) is that no classical source explicitly says this (as opposed to Hellenistic sources talking about the sarisa<\/em>-phalanx, which do; e.g. Polyb. 2.69.8-9, 18.30.4-11; Asclepiodotus, 5.2); instead he argues \u2013 drawing on the work of previous scholars \u2013 the most likely purpose here is reinforcing a key point in the line and adding a psychological pressure: reaffirming the cohesion of the men in front of them while demoralizing the enemy with their seemingly unstoppable numbers. And here I think Konijnendijk is clearly correct<\/strong>. After all, thinking back to the analogy of gunpowder attack columns, Napoleon\u2019s Imperial Guard were not physically pushing<\/em> each other on to Austrian bayonets either, but a deep formation is naturally intimidating.<\/p>\n Then we also have various attested \u2018ultra-deep\u2019 formations, which have always recalled for historians Napoleon\u2019s attacking columns, the idea being the deep formation provides impetus to an attack, but such formations are treated as unusual, innovative or compelled by terrain (though, as Konijnendijk notes (134), no classical source explicitly says this so some caution is required). Konijnendijk supposes rather than adding momentum or impetus to an attack, depth was a way to improve cohesion and avoid collapse: an ultra deep formation was harder to break and I think that is probably right.<\/p>\n So there is roughly our formation: probably eight(-ish) men deep, and as many men wide as you can make it, with each file occupying probably around 90cm of space or so.<\/p>\n There are, within that force, unit divisions, though in most cases these tend to be big and pretty unwieldy. Xenophon advocates strongly (Xen. Lac<\/em>. 11) for the Spartan system of officers and Konijnendijk assumes this means that other poleis<\/em> lacked equivalent systems, although we do hear of lochagoi<\/em> and taxiarchoi<\/em>. Assessing those is tricky: when Xenophon details the Spartan system, a lochos<\/em> is a unit of 640, but in the Macedonian system, a lochagos<\/em> is the leader of a file-unit of 16; clearly the term has drifted somewhat. Plato also briefly implies wealthy men might \u03c4\u03c1\u03b9\u03c4\u03c4\u03c5\u03b1\u03c1\u03c7\u03bf\u1fe6\u03c3\u03b9\u03bd, \u201cthey might command a trittyes<\/em>\u201d (a \u2018third\u2019), suggesting a trittyarchos<\/em> (Plato, Rep<\/em>. 5.475a-b), which implies an officer perhaps for the trittyes<\/em>, which would have been roughly one-thirtieth of the army, which might have not been too far off from a half of a lochos<\/em>. I might not be as strong as Konijnendijk in asserting there are no subordinate figures here, but it certainly does seem to be the case that hoplite armies tended to have large unit divisions and relatively limited officers to provide for command and control, which is going to play into their tactical function here in a moment.<\/p>\n Now we can start thinking about a how a hoplite phalanx of the classical period functions in a larger battle.<\/p>\n And here I want to contrast three positions, a \u2018strong\u2019 orthodox position (which I think is wrong), the heterodox position (which I think overcorrects) and a \u2018weak\u2019 orthodox position that I think is closer to accurate. If you recall the historiography from our first part<\/a>, you may imagine how we got here: seeking to understand how hoplite warfare generally<\/em> worked, those first \u2018Prussians\u2019 created a generalizing model, a sense of what was \u2018typical,\u2019 which subsequently hardened into a set of \u2018rules\u2019 that the \u2018strong\u2019 orthodox position assumes were always <\/em>followed. And then the heterodox scholars respond with every exception<\/em> to those rules \u2013 Konijnendijk (2018) very ably catalogs essentially all of them \u2013 to argue that there was no rule<\/em>.<\/p>\n So the \u2018strong\u2019 orthodox position is that battles were often \u2018by mutual consent\u2019 (a Polybian expression), with armies lining up in relatively open and flat ground, with the position of honor on the far right, with the general on the right, where they then charged to impact, after which ensued the \u2018shoving\u2019 othismos<\/em> we have already dismissed; after one side collapsed, pursuit was limited because these battles were to some degree \u2018agonal\u2019 (honor competitions) and so the matter was concluded by the victors setting up a trophy and allowing the defeated to recover their dead as part of a truce. By contrast the \u2018strong\u2019 heterodox position challenges all of these \u2018rules\u2019 as being regularly broken: war wasn\u2019t ritualized, but absolute and intended to produce maximum slaughter. Terrain was used, as was trickery or any other tactical devices. Charge was not to impact but to \u2018spear\u2019s reach,\u2019 there is no shoving match and pursuit might be a lot less limited and a lot more focused on casualties. To this end they pile up all of the exceptions to the rule.<\/p>\n Whereas to me, the truth of the matter is somewhere around where we started, rather than where we ended up: there were expectations<\/em> for certain kinds<\/em> of battles<\/strong>, which were sometimes violated, but very often followed. There is actually a really useful discussion of this relationship between the \u2018reality of war\u2019 and the \u2018discourse on war\u2019 cross culturally in John A. Lynn, \u201cDiscourse, Reality and the Culture of Combat\u201d IHR<\/em> 27.3 (2005), which I assign to students. Of course<\/em> generals and soldiers are always \u2018breaking\u2019 the \u2018rules\u2019 (really, defying expectations) to try to win but that doesn\u2019t mean the expectations have no force. Instead, the discourse on war shapes the reality of warfare to a degree<\/strong>, however when the two diverge<\/strong> \u2013 when the \u2018exceptions\u2019 begin to swallow the rules \u2013 the loop alters in one of a few ways<\/strong>. First, violation of the \u2018discourse\u2019 can create an \u2018extreme reality,\u2019 an escalation spiral of brutality<\/strong>, which is almost explicitly<\/em> what Thucydides presents himself as describing in the Peloponnesian War, a series of ruptures<\/em> with his discourse<\/em> (which leaves aside the question of how old<\/em> that discourse is \u2013 it need not be very old!).<\/p>\n Alternately, breaks in discourse can be compartmentalized<\/em> by a given kind of violence being segmented away from \u2018war\u2019 or \u2018proper war.\u2019<\/strong> We see this all the time today with \u2018military operations other than wa<\/a>r.\u2019 In history this often happened with counter-insurgency operations, colonial conflicts and distant imperial wars: soldiers operating outside of \u2018real war\u2019 were free both to dispense with the expectations of \u2018real war\u2019 but also to discard the lessons of such conflicts as they prepared for \u201cwar as it should be\u201d to use Lynn\u2019s phrase.<\/p>\n Both \u2018discourse breaches\u2019 are at work in the Classical period in ways that complicate efforts to read exceptions against expectations. The Greeks even have a category to explain this idea, the notion of war \u201cwithout heralds\u201d or \u201cwithout truces\u201d meaning war conducted outside of the normal expectations that govern \u2018real war.\u2019 Likewise stasis<\/em> within a polis<\/em> or colonial warfare against \u2018barbarians\u2019 at the edges of the Greek world operated with different expectations. The tricky problem is that in arguing against the \u2018rules\u2019 heterodox scholars often include these examples, even when it seems that even the Greeks at the time<\/em> recognized them as a discourse \u2018other than war\u2019 (and that such distinctions, while perhaps trivial to us, meant something to them). Likewise, the expectations for pitched battles<\/em><\/strong> \u2013 in the Greek context, clearly the most culturally<\/em> important (if perhaps not strategically important) kind of violence \u2013 were not the same as expectations for the raid, the ambush or the siege<\/strong>.<\/p>\n To cover all of these points in detail would mean essentially rewriting Roel Konijnendijk\u2019s Classical Greek Tactics <\/em>(2018) but coming to different conclusions, so I will simply hit what I view as the \u2018high points\u2019 that I think synthesize the rules with the exceptions. First, we must take all of the things which are not<\/em> pitched battle and not<\/em> \u2018war\u2019 in Lynn\u2019s sense and set them aside<\/strong> for now<\/strong>. Colonial wars had different expectations, as did civil wars, as did sieges and so on. We<\/em> may imagine a single category of \u2018violence,\u2019 but the Greeks did not (and we don\u2019t really do so in practice either), as their discourse about war without truces or heralds shows.<\/p>\n While \u2018encounter battles\u2019 (where armies blundered into each other) could happen, for the most part hoplite battles largely followed an \u2018offer battle\u2019 model: one army formed up on terrain it preferred and the other army could either accept the offer (and attack) or decline (and form up on their own terrain). We\u2019ve discussed this sort of \u2018negotiation\u2019 (in the sense of offer-counter-off, not that they\u2019re talking to each other) before<\/a>. Greek armies seem generally to have preferred relatively open ground in offering battle (famously noted, Hdt. 7.9b.1), but did at times offer battle in narrows or on hills; the use of terrain for advantage was not ever unknown to them<\/strong> (as Konijnendijk rightly notes).<\/p>\n Generally<\/em> they formed up with the position of honor and thus the general on the right. Konijnendijk presents a list (op. cit.<\/em>, 121-2, table 3) of general placements, 12 on the right, 7 in the center and 10 on the left with one either center or left, which is already right-heavy. But if we sort out the conjectures, things like generals caught mid-speech out of position (Athens at Delion) or ambushed (Sparta at Stratos) or non-leading states given positions of honor because the battle was in their country (Argives at Mantinea) and the like, we end up with something like 12 right, 5 center and 6 left. In short it seems there is<\/em> an expectation that the right is the position of honor<\/strong>, but an expectation that could be deviated from if needed for tactical or diplomatic advantage. So I find myself taking a softer version of Konijnnedijk\u2019s view: there was<\/em> an expectation that the right was a position of honor, but it was not an infinitely strong expectation.<\/p>\n The role of light infantry and cavalry at this point \u2013 in the Classical period \u2013 is more complex<\/strong>. On the one hand, light infantry and cavalry are simply not reported<\/em> in a lot of these battles. For all of the battles in Thucydides only once<\/em> does a light infantry skirmish explicitly proceed a pitched hoplite battle (6.69.2-3) and this is in Sicily. Regional distinctions here clearly matter, of course: non-polis<\/em> regions like Aetolia were mostly<\/em> light infantry, while Boeotia was famed for its light infantry and Thessaly for its cavalry. By contrast, from Attica southwards, we seem to see the classic very hoplite-heavy armies. The Athenian expedition to Sicily \u2013 country in which it would turn out light infantry and cavalry were really important<\/em> involved an initial wave of 5,100 hoplites, but just 1,300 light infantry and thirty<\/em> (30!!) cavalry (Thuc. 6.43); later reinforcements would bring up the cavalry numbers to 460, for an army that by then had roughly 10,000 hoplites in it and perhaps 2,600 lights. By contrast, we\u2019d expect a standard Roman army of the Middle Republic <\/a>to have 12,000 heavy infantry (two legions, two alae<\/em>), 4,800 light infantry and something like 1,200 to 1,800 cavalry. The Syracusan cavalry is both better and more numerous but the overall balance of their forces is also remarkably hoplite heavy as presented to us. That is not to say polis<\/em> armies had no light infantry, far from it<\/strong>. But it is clear that in the poleis<\/em> south of Boeotia, the trend towards deemphasizing cavalry and light infantry had gone quite a long way.<\/p>\n Determining what these fellows do is also tricky because, as noted, our sources often don\u2019t tell us what they are doing very clearly. That is reflective of a belief by our sources (note Thucydides\u2019 dismissive tone, 6.69.2) \u2013 one which continues through to the Hellenistic period and is sometimes made explicit \u2013 that while light infantry are very important in irregular engagements (ambushes, sieges, etc; actions like Sphacteria\/Pylos<\/a>), in pitched battles they generally were not decisive.<\/p>\n Konijnendijk, in an effort to understand the role these fellows might have, explores the idea of a \u2018cascading charge:\u2019 with cavalry attacking first, followed by light infantry, followed by the youngest, fittest hoplites, followed by the main force. I fear I do not think this point goes as far as Konijnendijk thinks<\/strong>. As has been elsewhere noted, none of the examples given save for an interpretation of Leuctra, involved pitched battles. More to the point, Konijnendijk points to Aeneas Taktikos to provide a description of this method, but I don\u2019t think Aeneas is Tacticus is actually describing a pitched battle tactic. What he says is:<\/p>\n For when your supporting force is ready at the appointed place, and the enemy has already scattered for plunder, then and only then you should anticipate [\u03c0\u03c1\u03bf\u03ba\u03b1\u03c4\u03b1\u03bb\u03b1\u03bc\u03b2\u03ac\u03bd\u03c9, \u2018to preoccupy, apprehend before, anticipate, surprise\u201d] their retreat with cavalry, make ambushes [\u1f10\u03bd\u03ad\u03b4\u03c1\u03b1] with picked men, and, displaying [\u1f10\u03c0\u03b9\u03c6\u03b1\u03af\u03bd\u03c9] your light-armed troops, lead your heavy-armed men in formation not far behind those already sent. This is not a recipe for a pitched battle but rather ambushing a force that is looting or foraging in the context of a siege. Moreover, it is also not a cascading attack! The cavalry and picked men are not charging ahead of the main line, but rather heading off retreat or lying in ambush, while the light infantry is displayed<\/em> or presented<\/em> [\u1f10\u03c0\u03b9\u03c6\u03b1\u03af\u03bd\u03c9], which is to say that you are demonstrating<\/em> with a weak force (perhaps to invite attack) while a far heavier and more formidable force is coming up and your other troops are in ambush positions.<\/p>\nBattle Definitions and Definitional Battles<\/h2>\n
Spacing and Depth<\/h2>\n
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<\/figure>\nBattle Tactics<\/h2>\n
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That said, I have sometimes thought these scenes, if we imagine them as a kind of surrealistic composite, might not give a bad impression of the utter chaos and brutality that would have existed between to fighting lines of hoplites as they fought with essentially everything<\/strong> \u2013 victory, defeat, survival, death \u2013 happening all around all at once.<\/figcaption><\/figure>\n\n
(Aeneas Tacticus, 16.7; trans. Illinois Greek Club, with some modifications for clarity)<\/p>\n<\/blockquote>\n
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