Taking part in Brig. Gen. John J. Pershing's 1916 Mexican expedition was a learning experience for the U.S. Army's first air arm--mainly in regard to its own deficiencies.
By Gary Glynn
The worried young pilot flew south, deeper into hostile territory, navigating by the stars. Below the fabric-covered wings of his Curtiss JN-3 "Jenny" darkness had already obscured the unfamiliar landscape of northern Mexico. Lieutenant Edgar S. Gorrell had never flown at night before, and his engine was overheating.
The flight had been jinxed from the start. Pre-flight preparations consumed more time than expected, so the eight planes of the 1st Aero Squadron had not taken off until late in the afternoon on March 19, 1916. Not long after they flew south from Columbus, New Mexico, Lieutenant Walter G. Kilner had turned back with engine problems.
Navigation errors contributed to the squadron's problems. Each plane carried a different type of compass, and the aviators were equipped with poor maps. Only one flier, Lieutenant Townsend F. Dodd, had ever made a night flight before. After the sun dropped behind the Sierra Madre, Gorrell lost sight of his fellow pilots and flew on alone. Finally, hopelessly lost, Gorrell turned and headed north again, but his plane had reached the limit of its endurance. With the engine on the verge of seizing up, the young pilot brought the crippled plane in for a rough but successful landing by moonlight.
Gorrell knew that he was deep within enemy territory--territory occupied by the mounted and heavily armed followers of Mexican revolutionary General Francisco "Pancho" Villa (the assumed name of Doroteo Arango). He drew his .45-caliber pistol, abandoned his plane and fled into the darkness. Gorrell's first journey into northern Mexico was typical of the fate awaiting the pilots of the 1st Aero Squadron, the only American air unit to fly in combat prior to World War I.
The outbreak of World War I during the summer of 1914 first revealed the inadequacy of America's military aviation program. At the war's outset, the entire air force consisted of 12 officers, 54 men and six planes. At the same time, dozens of British, French and German airmen fought daily over the trenches of the Western Front. Although the numbers of U.S. men and aircraft tripled in the next year, then tripled again, the 1st Aero Squadron remained America's sole operational air unit until 1917.
The squadron was organized in September 1914 and first based at North Island, San Diego. But in March 1915, five pilots, 30 men and three planes had been sent to Galveston, Texas, in response to tensions along the U.S.Mexican border. The entire squadron was transferred to Fort Sill, Okla., where the pilots were issued eight Curtiss JN-2s and charged with learning aerial artillery spotting.
Shortly after arriving at Fort Sill, two planes and four pilots were transferred to Brownsville, Texas. It was there, on August 26, 1915, that the airmen first took up one of their new planes. Lieutenants J.C. Morrow and B.Q. Jones encountered turbulence at 1,100 feet, and their Jenny unexpectedly dropped 200 feet. The shaken aviators managed to coax the plane up to 4,500 feet but found it extremely difficult to control. On a subsequent flight, Morrow and his observer were badly hurt when their JN-2 nose-dived during takeoff and smashed into the ground.
The rest of the squadron also tried out the JN-2s and found them less than satisfactory. Pilot R.B. Sutton was badly injured and his observer (who sat in the front seat) was killed during one flight. After that accident, the artillery officers at Fort Sill categorically refused to fly in the JN-2s except during "war and in case of absolute necessity."
The JN-2s were grounded, and one of the planes underwent wind-tunnel testing at the Massachusetts Institute of Technology. The testing revealed what the pilots already knew--the plane was dangerously unstable except at very low altitudes.
Glenn Curtiss, who had designed the JN-2, agreed to modify the plane. He redesigned the wing, gave the tail a larger surface area and installed a more powerful engine. The rebuilt planes, designated JN-3s, were more stable. But they also were heavier, and the extra weight reduced the operational ceiling of the Jennys, which would prove to be a major handicap in the high valleys of the Sierra Madre.
As the airmen of the 1st Aero waited for new planes, tensions reached a breaking point along the U.S.Mexican border. In 1915 Mexico was a country torn by revolt, with several powerful men fighting for control. Pancho Villa, a former bandit leader who had served briefly as Mexico's president, was one of the most colorful of the belligerents. After being driven from power by the followers of Venustiano Carranza, Villa retreated to northern Mexico. There he led hundreds of well-armed supporters in a fight against the Carranza regime.
Villa attacked a Carranza garrison at Agua Prieta, just a few miles from Douglas, Ariz., during the fall of 1915. He was driven back with heavy losses, but his raid caused concern across the border. In response, the U.S. Army dispatched the 1st Aero Squadron to San Antonio, Texas, where the squadron took possession of its new JN-3s.
Villa withdrew to the rugged province of Chihuahua and reassessed his situation. His military forces had been decimated at Agua Prieta, and he had suffered a major political setback after U.S. President Woodrow Wilson recognized Carranza as the legitimate ruler of Mexico. Villa knew that his only hope for victory lay in forcing American intervention in Mexico, which he in turn hoped would trigger a revolt among the peasants of Chihuahua, many of whom regarded the charismatic guerrilla leader as a folk hero. With this in mind, Villa and a large band of horsemen stopped a train in Mexico on January 11, 1916, and executed 19 of the Americans on board. The border region erupted in panic from San Diego to Brownsville. Two months later the situation was further inflamed when, on March 9, 1916, hundreds of Villa's horsemen crossed the border and raided Columbus, New Mexico. The town was looted and burned, and 17 Americans were killed.
President Wilson immediately asked President Carranza of Mexico for permission to send U.S. troops into his country, and Carranza reluctantly gave permission "for the sole purpose of capturing the bandit Villa." Wilson then ordered General John J. "Black Jack" Pershing to "pursue and disperse," the forces commanded by Villa. One of Pershing's first acts was to order the 1st Aero Squadron to New Mexico. The squadron left Fort Sam Houston on March 13, 1916. Two days later it arrived in Columbus with eight JN-3s, 11 pilots and 82 enlisted men.
Gorrell noted that when the squadron arrived, it "was in horrible shape. The airplanes were not fit for military service, especially along the border. Some of us carried pistols, and two fliers had .22 rifles." Despite their lack of readiness, the fliers prepared for combat. Pershing crossed the border with 6,600 men a week after the Columbus raid. As the soldiers pushed south, hoping to encircle Villa's forces, the 1st Aero Squadron was ordered to Casas Grandes, in Mexico, 90 miles from the U.S. border.
The squadron's commander, Captain Benjamin D. Foulois, then made a serious mistake. He ordered his pilots to take off late on the afternoon of March 19, thus ensuring that the flight would land in the dark. Just after takeoff, engine trouble forced Kilner to turn back.
It grew darker, and Foulois realized that they would have to land. Four planes set down at Ascension; however, the three pilots in the rear had drifted apart and did not see the others land. Alone and flying at night for the first time, each pilot continued south in the dark. Lieutenant Joseph E. Carberry landed at Janos, 10 miles south of Ascension. After nearly colliding with Gorrell in the dark, Lieutenant Robert H. Willis, Jr., landed at Pearson, 40 miles from the nearest American troops. He abandoned his badly damaged plane and began the long walk to Casas Grandes.
Mechanics in Columbus replaced the engine in Kilner's plane the following morning, and he flew to Casas Grandes without incident. Upon landing, he found to his surprise that he was the first to arrive. He then took off and flew 10 miles to Pershing's headquarters at Colonia Dublan, where Foulois and the three others who had landed at Ascension soon appeared. Willis walked in the next day, and a detachment was sent out to salvage his plane. (The salvage party was fired on but eventually recovered some parts of the plane.) Meanwhile, Gorrell remained missing.
Gorrell stumbled around until dawn after abandoning his plane in the dark. Then he approached a remote ranch, intending to steal a horse. Pistol in hand, the airman confronted a mounted Mexican. Gorrell offered the terrified man $8 to guide him to the nearest American troops. The guide was none too eager, knowing that Villa's men would kill him if he were discovered helping an American, but the pistol in the young pilot's hand persuaded the Mexican. Gorrell's reluctant savior carried the airman 20 miles to a column of U.S. cavalry at Ascension.
Gorrell rested for a few hours, then borrowed a Ford sedan from the U.S. 6th Infantry. He drove back to his crippled plane with fuel and oil and managed to start the engine. He flew the plane 30 miles south to Ojo Federico, where he landed near an American truck convoy. He refueled, but as he taxied for takeoff, his wing struck a fuel barrel. Once he was airborne, the canvas began to rip from the wing. Gorrell brought his plane down once again and hitched a ride to Colonia Dublan, where he finally rejoined his squadron. Two days later he returned to his plane, repaired it and flew it back to headquarters.
While Gorrell had been wandering through the rough country of Chihuahua, the other fliers of the 1st Aero Squadron were assigned to locate American troops advancing south along the Mexico Northwestern Railway. Lieutenant Dodd, with Foulois in the observer's seat, flew toward Cumbre Pass. Foulois reported that "the plane began to buck and shake violently in ever-increasing turbulent air. We had the throttle on as far as it would go, and the engine was straining valiantly at its limits. Ahead, the ground rose abruptly above us, and I knew that much as Dodd and I wanted to complete our mission, we had reached the absolute ceiling of our plane. We had no choice but to return to headquarters and report our failure." Discouraged, they returned to Colonia Dublan.
One of the squadron's Jennys, piloted by Lieutenant Thomas Bowen, was caught in a gust of wind during takeoff later that same day. Bowen was injured in the ensuing crash and the Jenny was destroyed, leaving the squadron with only six functional planes (including Gorrell's still-missing craft). Over the next several days, the fliers again tried to push the JN-3s over the mountains, but the 100-hp engines were not powerful enough. After only a few days of operations, it became clear that the JN-3s (which had been designed as trainers) could not fly over the 12,000-foot-high mountains, nor could they withstand the gusty winds, rain, hail and snow that were prevalent in the area.
There were other problems with the planes as well. Their wheels bogged down in the deep sand, and the hot, dry air quickly dried out the wooden planes. Especially troublesome were the propellers, which delaminated in the dry heat. Metal propellers were too heavy for the underpowered engines, and only a propeller laboriously carved from dried native wood proved successful. The pilots soon learned to carry a spare propeller, stored in a humidity-controlled box strapped to the side of the fuselage, on every mission.
News of the equipment problems of the 1st Aero Squadron quickly leaked back to the rest of the country. Byron Utecht, a New York World correspondent accompanying the Pershing forces, quoted Foulois when he wrote that the airmen were "risking lives ten times a day, but are not given equipment needed." Utecht said the pilots blamed "politics, personal ambition and utter lack of knowledge of aviation as being responsible for the dangerous plight of the 1st Aero Squadron." Lieutenant Herbert A. Dargue was quoted as saying, "It is nothing short of criminal to send the aviators up under such conditions as we are meeting here."
Utecht, who had not submitted his work to the censors, was kicked out of Mexico, and Pershing's inspector general questioned all the officers of the squadron. With an eye on their careers, the fliers denied the quotes attributed to them.
The squadron's mechanics--some of whom used motorcycles to quickly reach a downed aircraft--did all they could to strengthen the Jennys for use in Mexico, but there was only so much that could be done. After several abortive attempts to cross Cumbre Pass, the 1st Aero Squadron concentrated on carrying mail and dispatches between Columbus and the columns moving south into Mexico. In this capacity, the squadron proved to be successful. During the last few days of March, the six remaining planes flew approximately 20 missions with messages for the various columns of Pershing's command. The planes were moved to Namiquipa beginning April 1, 1916, where 19 missions were flown on one day without a problem.
Foulois knew that his aircraft could not long withstand the rigors of desert flying, and he devised a plan to conserve the remaining planes. He suggested that a radio-telegraph link be established between Casas Grandes and Namiquipa, and that motorcycles be used for routine message traffic. The planes would be reserved for emergency use. He also requested 10 new planes capable of performing in the adverse conditions of Mexico, but he was informed that all available aircraft were already with the punitive expedition.
The 1st Aero Squadron did receive more trucks and personnel, however, and by May 1 the squadron boasted 16 officers and 122 enlisted men. Even though Pershing's forces met and defeated a large force of Villa's troops at Parral, the fliers played no part in that action. The planes, in fact, had not yet been equipped with any type of offensive weapon larger than a .22-caliber rifle or a .45-caliber pistol, even though machine guns and bombs had been ordered to outfit them. (The squadron had received a shipment of 3-inch artillery shells in April, but none of the aviators knew how to use them as aerial bombs.)
The Signal Corps had previously experimented with bombsights, bomb-release mechanisms and a variety of aerial explosives, but the tests had been abandoned because Brig. Gen. George P. Scriven, the chief signal officer, felt that airplanes should be used solely for reconnaissance. Many years later, Foulois somewhat ruefully noted that "using the airplanes as offensive weapons...was contrary, of course, to military policy at the time."
The squadron moved to San Geronimo on April 5. Just a day later, Kilner's plane landed too hard, tearing off a wheel. The JN-3 ground looped and was destroyed. The squadron was down to five planes on the eve of its most important and hazardous mission. Early on April 7, 1916, two planes took off and flew from San Geronimo to Chihuahua. One was piloted by Dargue, with Foulois sitting in the observer's seat. Carberry was at the controls of the other plane, accompanied by Dodd. The two planes flew to Chihuahua City with identical messages for Marion H. Letcher, the American consul in that city. Carberry landed north of Chihuahua and Dodd set off with the message for Letcher, while Dargue landed south of the city.
Foulois exited the plane, then ordered Dargue to fly north and rejoin Carberry. Foulois started into town, but as Dargue's airplane was climbing, he was fired on by four mounted Mexican policemen armed with Winchester rifles. Foulois heard the shooting (the first recorded attack against an American military plane) and intervened. The Mexicans stopped shooting but trained their weapons on Foulois, who later said of the episode, "There was nothing I could do but put my hands up--and pray." Surrounded by bystanders shouting "kill the gringo," Foulois was carted off to jail.
Dargue and his plane were unhurt by the gunfire, and a few minutes later he landed near Carberry's plane, where an angry crowd of Carranza supporters had gathered. The Mexicans, indignant about the American incursion into their country, began to vandalize the two planes. They burned cigarette holes in the wings, cut the fabric and removed a number of nuts and bolts from the aircraft. In desperation, the two pilots started their engines.
The enraged crowd threw rocks as the aviators lifted off. Carberry managed to fly to an American-owned smelter six miles away, but Dargue's plane was struck by one of the stones and the stabilizer was damaged. Dargue brought the crippled plane down safely but was immediately surrounded by the hostile crowd.
Meanwhile, even though he had been dragged off to jail, Foulois managed to contact a Colonel Miranda of the Mexican army, who released the airman and escorted him to the military governor of Chihuahua, General Eulallo Gutierrez. Gutierrez ordered his troops to help Foulois find Dargue. When Foulois and his escorts arrived, Dargue was doing his best to hold off the angry mob, armed with no more than his wits and bare hands. Dargue's plane was repaired later that afternoon, and the somewhat shaken airman flew back to San Geronimo.
The incident revealed the unpopularity of the American intervention among Mexicans of every political persuasion. Indeed, the airmen of the 1st Aero Squadron felt the anger of the populace on more than one occasion. On the following day, April 8, Mexicans fired at Carberry and Dodd as they flew over Chihuahua. Lieutenant Carlton G. Chapman made a forced landing that same day at Santa Rosalia, where he was captured by Carranza supporters. He was eventually released, but not before looters stole field glasses, goggles and ammunition from his plane.
Carranza's forces, led by Minister of War Alvaro Obregon, did not initially resist U.S. intervention. But it wasn't long before the Mexican president, a strong nationalist, became increasingly concerned about the American presence in his country. Fearful that some of his military commanders might defect to Villa, Carranza began to demand that the Americans return home.
Carranza's troops resisted Pershing's forces on several occasions. One of the worst clashes occurred on April 12, 1916, at Parral, when American cavalrymen fired on a hostile crowd of Carrancistas. Two soldiers were killed, as were a large number of Mexicans. That afternoon, Foulois carried an ultimatum from a furious General Gutierrez to Pershing, demanding the withdrawal of U.S. troops.
A defiant Pershing scribbled a reply that he would withdraw when he was ordered to do so by the U.S. president or the secretary of war, which Foulois carried back to Chihuahua City. (The wings of Foulois' airplane were damaged during that flight and were replaced with the wings of one of the remaining planes, leaving the squadron with only four aircraft.) The Wilson administration was having second thoughts about the punitive expedition, and Pershing was ordered to halt operations while high-level officials conducted talks on the situation in Mexico.
Dargue and Gorrell took off on a reconnaissance mission to locate a force of Carrancistas on April 14. They flew 315 miles, an unofficial American distance record at the time. Lieutenant I.A. Rader undertook a similar mission on that day but was forced to land at Ojito, nearly 100 miles from the nearest U.S. force. He abandoned his plane, leaving the squadron with only three planes.
Five days later, Dargue and Willis undertook another scouting mission to Chihuahua City. They carried a new Brock aerial camera capable of making sequenced photos, but they experienced engine trouble 20 miles northwest of Chihuahua and crashed in the woods. Dargue was unhurt, but Willis was temporarily pinned in the wreckage and suffered a broken ankle and a severe scalp wound. The plane, the camera and the photographic plates had all been destroyed in the crash, so Dargue set fire to the wreckage.
In the dry conditions, the surrounding forest caught fire, and the conflagration raged out of control, consuming thousands of acres of countryside. The two men escaped the flames and began to walk to San Antonio, Willis hobbling on his broken ankle. After traveling 40 miles, they stole a mule and rode the remaining 25 miles into San Antonio.
While Rader, Dargue and Willis were walking home, the remaining two JN-3s and the rest of the squadron were sent back to Columbus for refitting. The fliers arrived on April 20, 1916, and found four new Curtiss N-8s, an export version of the JN-4, the latest model of the Jenny. These were the first of 94 JN-4s ordered by the Army in 1916 (the JN-4 soon became the standard U.S. trainer).
The aviators tested their new planes during the last week of April and found them lacking. Foulois was particularly unimpressed. He condemned the N-8s at first glance, then set fire to the two surviving JN-3s for good measure. Despite his wanton destruction of government property, Foulois was promoted to major. The airmen complained so bitterly about their new planes that the N-8s were quickly withdrawn from the border and sent to San Diego, where they were used for training and experimentation. The Technical Aero Advisory and Inspection Board of the Signal Corps decided instead to equip the 1st Aero with the Curtiss R-2, which boasted a 160-hp engine.
Twelve R-2s were delivered to the squadron in May, but the planes, which had been very hastily constructed, were missing vital spare parts and had faulty wiring and leaky fuel tanks. The aircraft even lacked compasses, instruments and tool kits when they arrived. The experienced mechanics at Columbus soon put the planes into flying shape, however. The R-2s used in Mexico were eventually equipped with automatic cameras, radios and Lewis machine guns, as well as incendiary and explosive bombs (the weapons were never used in Mexico).
Despite the use of airplanes, the U.S. Army never managed to locate the elusive Pancho Villa. Instead of easing tensions along the Mexican border, the U.S. incursion only further inflamed the situation. In late June, a clash between an American patrol and a force of Carrancistas left 12 Americans dead and another 23 as prisoners. Anti-American demonstrations occurred throughout Mexico, and Pershing was informed by the Carranza government that his movement in any direction but north would be resisted. Although more U.S. troops continued to pour into Mexico, the services of the 1st Aero Squadron were needed less and less after reliable ground communication links were established.
The pilots of the squadron flew 540 missions in Mexico between March 15 and August 15, 1916. The average mission length was 36 miles. The squadron's greatest contribution was maintaining communications between Pershing's columns, which penetrated 700 miles into Mexico. As the summer of 1916 turned to fall, the U.S. military began to worry less about Pancho Villa and more about the war in Europe. The last U.S. troops left Mexico in February 1917, just two months before the United States entered World War I.
Although the 1st Aero Squadron remained at Columbus until August 1917, most of the experienced fliers were transferred to several new squadrons being formed. Major Foulois rose rapidly through the ranks and soon commanded the U.S. Air Service of the First Army during World War I.
General Black Jack Pershing also had a new command, but before leaving the border area to take charge of the U.S. Expeditionary Force in Europe, he thanked the 1st Aero Squadron for "the faithful and efficient service it has performed as part of this expedition." On August 5, 1917, the 1st Aero Squadron, commanded by Major Ralph Royce, left Columbus for the Western Front.
Freelance writer Gary Glynn is the author of Montana's Home Front During World War II. He suggests for further reading: From the Wright Brothers to the Astronauts, by Maj. Gen. Benjamin D. Foulois with Colonel C.V. Glines; Border Fury, by Paul J. Vanderwood and Frank N. Samponaro; and From Gasbags to Spaceships: The Story of the U.S. Air Force, by Brig. Gen. Monro MacCluskey.