Jackson's Valley campaign, also known as the Shenandoah Valley campaign of 1862, was Confederate Maj. Gen. Thomas J. "Stonewall" Jackson's spring 1862 campaign through the Shenandoah Valley in Virginia during the American Civil War. Employing risky and rapid, unpredictable movements on interior lines, Jackson's 17,000 men marched 646 miles (1,040 km) in 48 days and won several minor battles as they successfully engaged three Union armies (52,000 men), preventing them from reinforcing the Union offensive against Richmond.
Jackson suffered an initial tactical defeat at the First Battle of Kernstown (March 23, 1862) against Col. Nathan Kimball (part of Union Maj. Gen. Nathaniel P. Banks's army), but it proved to be a strategic Confederate victory because President Abraham Lincoln reinforced the Union's Valley forces with troops that had originally been designated for the Peninsula campaign against Richmond. Following Kernstown, Jackson retreated to form a line at Stony Creek south of Woodstock, making his headquarters at Narrow Passage on Stony Creek. It was there he summoned a local cartographer, Jedediah Hotchkiss, who recommended he withdraw from the indefensible Stony Creek to Rude's Hill, a strategic small promontory but a commanding defensive position astride the Valley Turnpike south of Mt. Jackson. It was at Rude's Hill, which was Jackson's headquarters from April 2–17, that Jackson reorganized his command. Jackson had instructed Hotchkiss to "make me a map of the Valley, from Harper's Ferry to Lexington, showing all the points of offence and defence [sic] in those places." The Shenandoah Valley had never been comprehensively mapped before, and Hotchkiss' maps and knowledge of the terrain proved to be a decisive tactical advantage for Jackson throughout the rest of the campaign.
On May 8, after more than a month of skirmishing with Banks, Jackson moved deceptively to the west of the Valley and drove back elements of Maj. Gen. John C. Frémont's army in the Battle of McDowell, preventing a potential combination of the two Union armies against him. Jackson then headed down the Valley once again to confront Banks. Concealing his movement in the Luray Valley, Jackson joined forces with Maj. Gen. Richard S. Ewell and captured the Federal garrison at Front Royal on May 23, causing Banks to retreat to the north. On May 25, in the First Battle of Winchester, Jackson defeated Banks and pursued him until the Union Army crossed the Potomac River into Maryland.
Bringing in Union reinforcements from eastern Virginia, Brig. Gen. James Shields recaptured Front Royal and planned to link up with Frémont in Strasburg. Jackson was now threatened by three small Union armies. Withdrawing up the Valley from Winchester, Jackson was pursued by Frémont and Shields. On June 8, Ewell defeated Frémont in the Battle of Cross Keys and on the following day, crossed the North River to join forces with Jackson to defeat Shields in the Battle of Port Republic, bringing the campaign to a close.
Background
In the spring of 1862 "Southern morale... was at its nadir" and "prospects for the Confederacy's survival seemed bleak." Following the successful summer of 1861, particularly the First Battle of Bull Run (First Manassas), its prospects declined quickly. Union armies in the Western Theater, under Ulysses S. Grant and others, captured Southern territory and won significant battles at Fort Donelson and Shiloh. And in the East, Maj. Gen. George B. McClellan's massive Army of the Potomac was approaching Richmond from the southeast in the Peninsula campaign, Maj. Gen. Irvin McDowell's large corps was poised to hit Richmond from the north, and Maj. Gen. Nathaniel P. Banks's army was threatening the Shenandoah Valley. However, Jackson's Confederate troops were in "excellent spirits," laying the foundation for his performance in the Valley that spring, which helped derail the Union plans and re-energize Confederate morale elsewhere.
During the Civil War, the Shenandoah Valley was one of the most strategic geographic features of Virginia. The watershed of the Shenandoah River passed between the Blue Ridge Mountains on the east and the Allegheny Mountains to the west, extending 140 miles southwest from the Potomac River at Shepherdstown and Harpers Ferry, at an average width of 25 miles. By the conventions of local residents, the "upper Valley" referred to the southwestern end, which had a generally higher elevation than the lower Valley to the northeast. Moving "up the Valley" meant traveling southwest, for instance. Between the North and South Forks of the Shenandoah River, Massanutten Mountain soared 2,900 feet and separated the Valley into two halves for about 50 miles, from Strasburg to Harrisonburg. During the 19th century, there was but a single road that crossed over the mountain, from New Market to Luray. The Valley offered two strategic advantages to the Confederates. First, a Northern army entering Virginia could be subjected to Confederate flanking attacks pouring through the many wind gaps across the Blue Ridge. Second, the Valley offered a protected avenue that allowed Confederate armies to head north into Pennsylvania unimpeded; this was the route taken by Gen. Robert E. Lee to invade the North in the Gettysburg campaign of 1863 and by Lt. Gen. Jubal A. Early in the Valley campaigns of 1864. In contrast, the orientation of the Valley offered little advantage to a Northern army headed toward Richmond. But denying the Valley to the Confederacy would be a significant blow. It was an agriculturally rich area—the 2.5 million bushels of wheat produced in 1860, for example, accounted for about 19% of the crop in the entire state and the Valley was also rich in livestock—that was used to provision Virginia's armies and the Confederate capital of Richmond. If the Federals could reach Staunton in the upper Valley, they would threaten the vital Virginia and Tennessee Railroad, which ran from Richmond to the Mississippi River. Stonewall Jackson wrote to a staff member, "If this Valley is lost, Virginia is lost." In addition to Jackson's campaign in 1862, the Valley was subjected to conflict for virtually the entire war, most notably in the Valley campaigns of 1864.
Opposing forces
Confederate
Stonewall Jackson's command, the Valley District of the Department of Northern Virginia, expanded significantly during the campaign as reinforcements were added, starting with a force of a mere 5,000 effectives and reaching an eventual peak of 17,000 men. It remained, however, greatly outnumbered by the various Union armies opposing it, which together numbered 52,000 men in June 1862.
In March 1862, at the time of the Battle of Kernstown, Jackson commanded the brigades of Brig. Gen. Richard B. Garnett, Col. Jesse S. Burks, Col. Samuel V. Fulkerson, and cavalry under Col. Turner Ashby. In early May, at the Battle of McDowell, Jackson commanded two units that were putatively armies, although they were smaller than normal divisions: his own "Army of the Valley", consisting of the brigades of Brig. Gen. Charles S. Winder, Col. John A. Campbell, and Brig. Gen. William B. Taliaferro; the Army of the Northwest, commanded by Brig. Gen. Edward "Allegheny" Johnson, consisted of the brigades of Cols. Zephaniah T. Conner and W.C. Scott.
In late May and June, for the battles starting at Front Royal, Jackson commanded two infantry divisions and a cavalry command. "Jackson's Division" consisted of the brigades of Brig. Gen. Charles S. Winder, Col. John A. Campbell (wounded and replaced by Col. John M. Patton Jr.), and Col. Samuel V. Fulkerson (replaced by Brig. Gen. William B. Taliaferro). The Second Division, commanded by Maj. Gen. Richard S. Ewell, consisted of the brigades commanded by Col. W.C. Scott (replaced by Brig. Gen. George H. Steuart), Brig. Gen. Arnold Elzey (replaced by Col. James A. Walker), Brig. Gen. Isaac R. Trimble, Brig. Gen. Richard Taylor, and Brig. Gen. George H. Steuart (an all-Maryland brigade known as the "Maryland Line"). The cavalry was commanded during the period by Col. Thomas S. Flournoy, Brig. Gen. George H. Steuart, Brig. Gen. Turner Ashby, and Col. Thomas T. Munford.
Union
Union forces varied considerably during the campaign as armies arrived and withdrew from the Valley. The forces were generally from three independent commands, an arrangement which reduced the effectiveness of the Union response to Jackson.
Initially, the Valley was the responsibility of Maj. Gen. Nathaniel P. Banks. In March 1862, at the time of the Battle of Kernstown, he commanded the V Corps of the Army of the Potomac; and on April 4, he assumed command of the Department of the Shenandoah. His force initially consisted of two divisions under Brig. Gens. James Shields and Alpheus S. Williams, with an independent brigade under Brig. Gen. John W. Geary. At Kernstown, Shields' division was led by Col. Nathan Kimball with brigades under Kimball, Col. Jeremiah C. Sullivan, Col. Erastus B. Tyler, and cavalry under Col. Thornton F. Brodhead. At the end of April, Shields' division would be transferred from Banks to McDowell's command, leaving Banks with just one division, under Williams, consisting of the brigades of Cols. Dudley Donnelly and George H. Gordon, and a cavalry brigade under Brig. Gen. John P. Hatch.
Maj. Gen. John C. Frémont commanded the Mountain Department, west of the Valley. In early May, part of Frémont's command consisting of Brig. Gen. Robert C. Schenck's brigade and Brig. Gen. Robert H. Milroy's brigade faced Jackson at the Battle of McDowell. At the end of May, Fremont entered the Valley with a division under Brig. Gen. Louis Blenker, consisting of brigades of Brig. Gen. Julius H. Stahel, Col. John A. Koltes, and Brig. Gen. Henry Bohlen, as well as brigades under Col. Gustave P. Cluseret, Brig. Gen. Robert H. Milroy, Brig. Gen. Robert C. Schenck, and Brig. Gen. George D. Bayard.
Also at the end of May, McDowell was ordered to send troops to the Valley. Thus Shields returned to the Valley with his division consisting of the brigades of Brig. Gen. Nathan Kimball, Brig. Gen. Orris S. Ferry, Brig. Gen. Erastus B. Tyler, and Col. Samuel S. Carroll.
Initial movements
On November 4, 1861, Jackson accepted command of the Valley District, with his headquarters at Winchester. Jackson, recently a professor at Virginia Military Institute and suddenly a hero at First Manassas, was familiar with the valley terrain, having lived there for many years. His command included the Stonewall Brigade and a variety of militia units. In December, Jackson was reinforced by Brig. Gen. William W. Loring and 6,000 troops, but his combined force was insufficient for offensive operations. While Banks remained north of the Potomac River, Jackson's cavalry commander, Col. Turner Ashby, raided the Chesapeake and Ohio Canal and the Baltimore and Ohio Railroad. In the Romney Expedition of early January 1862, Jackson fought inconclusively with two small Union posts at Hancock, Maryland, and Bath.
In late February, Maj. Gen. George B. McClellan ordered Banks, reinforced by Brig. Gen. John Sedgwick, across the Potomac to protect the canal and railroad from Ashby. Banks moved south against Winchester in conjunction with Shields's division approaching from the direction of Romney. Jackson's command was operating as the left wing of Gen. Joseph E. Johnston's army, and when Johnston withdrew from Manassas to Culpeper in March, Jackson's position at Winchester was isolated. He began withdrawing "up" the Valley (to the higher elevations at the southwest end of the Valley) to cover the flank of Gen. Joseph E. Johnston's army, withdrawing from the Centreville–Manassas area to protect Richmond. Without this protective movement, the Federal army under Banks might strike at Johnston through passes in the Blue Ridge Mountains. By March 12, 1862, Banks occupied Winchester just after Jackson had withdrawn from the town, marching at a leisurely pace 42 miles up the Valley Pike to Mount Jackson. On March 21, Jackson received word that Banks was splitting his force, with two divisions (under Brig. Gens. John Sedgwick and Alpheus S. Williams) returning to the immediate vicinity of Washington, D.C., freeing up other Union troops to participate in Maj. Gen. George B. McClellan's Peninsula campaign against Richmond. The remaining division, under Brig. Gen. James Shields, was stationed at Strasburg to guard the lower (northeastern) Valley, and intelligence indicated that it was withdrawing toward Winchester. Banks made preparations to leave the Valley personally on March 23.
Valley campaign
Kernstown (March 23, 1862)
Jackson's orders from Johnston were to prevent Banks's force from leaving the Valley, which it appeared they were now doing. Jackson turned his men around and, in one of the more grueling forced marches of the war, moved northeast 25 miles on March 22 and another 15 to Kernstown on the morning of March 23. Ashby's cavalry skirmished with the Federals on March 22, during which engagement Shields was wounded with a broken arm from an artillery shell fragment. Despite his injury, Shields sent part of his division south of Winchester and one brigade marching to the north, seemingly abandoning the area, but in fact halting nearby to remain in reserve. He then turned over tactical command of his division to Col. Nathan Kimball, although throughout the battle to come, he sent numerous messages and orders to Kimball. Confederate loyalists in Winchester mistakenly informed Turner Ashby that Shields had left only four regiments and a few guns (about 3,000 men) and that these remaining troops had orders to march for Harpers Ferry in the morning. Jackson marched aggressively north with his 3,000-man division, reduced from its peak as stragglers fell out of the column, unaware that he was soon to be attacking almost 9,000 men.
Jackson moved north from Woodstock and arrived before the Union position at Kernstown around 11 a.m., Sunday, March 23. He sent Turner Ashby on a feint against Kimball's position on the Valley Turnpike while his main force—the brigades of Col. Samuel Fulkerson and Brig. Gen. Richard B. Garnett (the Stonewall Brigade)—attacked the Union artillery position on Pritchard Hill. The lead brigade under Fulkerson was repulsed, so Jackson decided to move around the Union right flank, about 2 miles west on Sandy Ridge, which appeared to be unoccupied. Kimball countered the maneuver by moving his brigade under Col. Erastus B. Tyler to the west, but Fulkerson's men reached a stone wall facing a clearing on the ridge before the Union men could.