Okolona MS013

1864-02-22 to 1864-02-22 · MS · Meridian and Yazoo River Expeditions [February 1864] · frozen result: Confederate · NPS summary (as listed)

CWSAC description
From Vicksburg, Mississippi, Sherman launched a campaign to take the important railroad center at Meridian, Mississippi, and if the situation were favorable, to push on to Selma, Alabama, and threaten Mobile. Sherman ordered Brig. Gen. William Sooy Smith to lead a cavalry force of 7,000 men from Memphis, Tennessee, on February 1, 1864, south through Okolona, along the Mobile & Ohio Railroad, and to meet the rest of the Union force at Meridian, on February 10. With the main force of approximately 20,000 men, Sherman set out on the 3rd for Meridian, but made feints on various other locations. Against orders, Smith delayed ten days, while waiting for reinforcements, and did not start out until February 11. Destroying crops and railroad track along the way, Smith's force met almost no opposition, and, before long, 1,000 former slaves were traveling with them. Smith was supposed to rendezvous with Maj. Gen. William T. Sherman at Meridian on the 10th, but he never arrived there. Sherman left Meridian on the 20th, due in part to apprehension over Smith's whereabouts. Smith neared West Point, 90 miles north of Meridian, on the 20th, and he fought with Confederate cavalry units at Prairie Station and Aberdeen. Smith-knowing that Nathan Bedford Forrest commanded the troops he was fighting, concerned about the fate of the former slaves with him, and not knowing how many of the enemy he faced-decided to concentrate at Prairie Station, and, on the morning of the 21st, he set out for West Point. Shortly after dawn on the 21st, Col. Jeffrey Forrest's Confederate cavalry brigade engaged Smith. Withdrawing at times, Forrest drew Smith into a swamp west of the Tombigbee River. Other Rebel troops arrived and the fighting intensified. Smith was sure that this was a trap set for him, and, discerning that he was greatly outnumbered, he ordered a retreat, leaving a rearguard. The rearguard held off the Confederates for about two hours before withdrawing in good order. About the same time, Maj. Gen. Nathan Bedford Forrest arrived and ordered a pursuit. Skirmishing occurred the rest of the day. At sunup on the 22nd, the Rebels attacked Smith just south of Okolona on the prairie. More Confederate troops arrived, causing breaks in the Union battle line, precipitating a retreat. For most of the rest of the day, they engaged in a running battle for a distance of eleven miles, with both sides attacking and counterattacking. Col. Forrest was killed during one Rebel charge. The Yankees finally broke off the fighting and headed for Pontotoc. Maj. Gen. Nathan Bedford Forrest, the commander on the field, realized that his men were nearly out of ammunition and did not order a pursuit. Mississippi militia harassed Smith to the state line. Smith arrived in Collierville, Tennessee, near Memphis, on the 26th. Although Smith had caused much destruction during his expedition, Okolona forced him to retire before he could do more. Smith's actions against Sherman's orders jeopardized the Meridian Expedition.

Command responsibility (ledger v2)

US: William Sooy Smith

Grade A under rule 2; echelon unknown.

Smith's report describes his own dispositions on the retreat up to Okolona, and Forrest reports operations 'against the Federal forces under command of General Smith' (rule 2). Smith blames part of McCrillis's brigade for the stampede at Okolona (subordinate context). Sherman ordered the expedition but is not shown directing the fight, and Smith says he had no communication with him, so no superior is recorded.

Brigadier General
arnold-cwsac-commanders, battle MS013, belligerent US, fullname William Sooy Smith; column rank · snapshot 6c587c298717…
disposing my forces behind every crest of a hill and in every skirt of timber that furnished us cover
or32-1-wsooy-smith-okolona-selections-v1 · snapshot 5b5f9abb7fdd…
against the Federal forces under command of General Smith
or32-1-forrest-okolona-selections-v1 · snapshot 55c54eb4cfa5…

Confederate: Nathan Bedford Forrest

Grade A under rule 2; echelon unknown.

Forrest's report has him charging the rear guard with his escort 4 miles from Okolona on the morning of the 22nd and then taking command of Bell's brigade and advancing; the description calls him 'the commander on the field' (rule 2). Colonel Jeffrey Forrest, killed in the fight, commanded a brigade (subordinate context).

Major General
arnold-cwsac-commanders, battle MS013, belligerent Confederate, fullname Nathan Bedford Forrest; column rank · snapshot 6c587c298717…
With my escort I came upon and charged the enemy 4 miles from Okolona
or32-1-forrest-okolona-selections-v1 · snapshot 55c54eb4cfa5…
with my staff I made a circuit around the town, took command of Bell’s brigade, and ad- vanced upon them.
or32-1-forrest-okolona-selections-v1 · snapshot 55c54eb4cfa5…
Maj. Gen. Nathan Bedford Forrest, the commander on the field
arnold-cwsac-battles, battle MS013; column description · snapshot 952b5d08402a…

Side strength (ledger v3)

US: grade C, 7,000 (4,900–11,000)

applicability_unresolvedbasis_mixedcompiled_dependencederivation_unknownwhole_engagement_leakage

InputClassPrintedBasisBoundCodesPassage
us-cwC7,000reported_engagedderivation_unknownengagement_link_unknown
7,000
arnold-cwsac-forces, battle MS013, belligerent US; column description · snapshot a462f6be964b…
us-npsC7,000reported_engagedderivation_unknownengagement_link_unknowndossier claim reported-force-scope
us-smith-7000C7,000unknownengagement_link_unknowndossier claim reported-force-scope
us-smith-5000bound5,000unknownengagement_link_unknownone_sided_boundpartial_scopedossier claim reported-force-scope
us-forrest-7000C7,000unknownadversary_or_hearsay_estimatedossier claim reported-force-scope
us-forrest-6-7kC6,000–7,000unknownadversary_or_hearsay_estimatedossier claim reported-force-scope
us-forrest-10-12kC10,000–12,000unknownadversary_or_hearsay_estimateengagement_link_unknowndossier claim reported-force-scope

Confederate: grade B, 2,500 (2,130–6,500)

applicability_unresolvedbasis_mixedwhole_engagement_leakage

InputClassPrintedBasisBoundCodesPassage
cs-forrest-2500B2,500unknowndossier claim reported-force-scope
cs-forrest-capbound2,500reported_engagedupperone_sided_bounddossier claim reported-force-scope
cs-smith-estC6,000–7,000unknownadversary_or_hearsay_estimateengagement_link_unknowndossier claim reported-force-scope

Dossier claims

Draft dossier, revision meridian-1864-review-correction-2026-09-25. Claims are extraction records with their quoted passages, not historical adjudication. JSON

information

supportedunresolved Smith says exaggerated reports of Forrest's strength reached him constantly, that Lee was reported coming to reinforce him, and that he could get no communication through to Sherman and believed Sherman had returned to Vicksburg. Forrest on February 18 thought the enemy fully posted of his movements. NPS says Smith knew Forrest commanded but not how many he faced.

Knowledge claimed by each commander after the event; no message log inspected.

Exaggerated reports of Forrest’s strength reached me constantly, and it was reported that Lee was about to re-enforce him
or32-1-wsooy-smith-okolona-selections-v1, p.256 (OCR page markers; not checked against print) · snapshot 5b5f9abb7fdd…
could get no com- munication through to you ; did not know but what you were re- turning
or32-1-wsooy-smith-okolona-selections-v1, p.252 (OCR page markers; not checked against print) · snapshot 5b5f9abb7fdd…
had every reason to believe that General Sherman, having accomplished the purposes of his expedition, had returned to Vicksburg.
or32-1-wsooy-smith-okolona-selections-v1, p.257 (OCR page markers; not checked against print) · snapshot 5b5f9abb7fdd…
I think the enemy are fully posted of our movements
or32-1-forrest-okolona-selections-v1, p.350 (OCR page markers; not checked against print) · snapshot 55c54eb4cfa5…
not knowing how many of the enemy he faced
nps-ms013-v1, Description · snapshot 20595a1bb57b…

logistics

supportedunresolved Smith says his command was encumbered with pack trains and captured stock and burned 1,000,000 to 2,000,000 bushels of corn and 2,000 bales of Confederate cotton on the march. Forrest reported on February 18 that he had no more than 40 rounds a man and asked for .54-caliber ammunition, and says that on the 22nd half his command was out of ammunition and pursuit was impossible; NPS likewise says his men were nearly out of ammunition.

Reported encumbrances and ammunition state from the two commanders and a summary; no ordnance return inspected.

First, the clumsiness of so large a command, encumbered as it was with pack trains and captured stock.
or32-1-wsooy-smith-okolona-selections-v1, p.253 (OCR page markers; not checked against print) · snapshot 5b5f9abb7fdd…
This I did to the extent of from 1,000,000 to 2,000,000 of bushels.
or32-1-wsooy-smith-okolona-selections-v1, p.252 (OCR page markers; not checked against print) · snapshot 5b5f9abb7fdd…
We also destroyed 2,000 bales of Confederate cotton
or32-1-wsooy-smith-okolona-selections-v1, p.252 (OCR page markers; not checked against print) · snapshot 5b5f9abb7fdd…
Have not more than 40 rounds of ammunition to the man.
or32-1-forrest-okolona-selections-v1, p.349 (OCR page markers; not checked against print) · snapshot 55c54eb4cfa5…
If possible, send me some small-arms ammunition, caliber . 54.
or32-1-forrest-okolona-selections-v1, p.350 (OCR page markers; not checked against print) · snapshot 55c54eb4cfa5…
Half of my command were out of ammunition
or32-1-forrest-okolona-selections-v1, p.354 (OCR page markers; not checked against print) · snapshot 55c54eb4cfa5…
realized that his men were nearly out of ammunition and did not order a pursuit
nps-ms013-v1, Description · snapshot 20595a1bb57b…

objectives

supportedunresolved Smith's orders were to reach Meridian by about February 10; Smith says he decided not to force the swamps at West Point but to retire and draw the enemy after him to positions of his choosing, and that he did not regard a junction at all hazards as imperative. Forrest says he did not intend a general engagement on the 21st but pursued when he found the enemy retreating, being unwilling to let them leave without a fight.

Stated aims of the two commanders; the frozen record's day is the pursuit and running fight.

to meet the rest of the Union force at Meridian, on February 10
nps-ms013-v1, Description · snapshot 20595a1bb57b…
I therefore determined to move back and draw the enemy after me, that I might select my own posi- tions
or32-1-wsooy-smith-okolona-selections-v1, p.257 (OCR page markers; not checked against print) · snapshot 5b5f9abb7fdd…
I could not regard them as imperative that I should make a junction with his forces at all hazards
or32-1-wsooy-smith-okolona-selections-v1, p.258 (OCR page markers; not checked against print) · snapshot 5b5f9abb7fdd…
It was not my intention to attack them or bring on a general engagement, but to develop their strength, position, and movements.
or32-1-forrest-okolona-selections-v1, p.350 (OCR page markers; not checked against print) · snapshot 55c54eb4cfa5…
being unwill- ing they should leave the country without a fight, ordered the ad- vance of my column.
or32-1-forrest-okolona-selections-v1, p.350 (OCR page markers; not checked against print) · snapshot 55c54eb4cfa5…

outcome

disputedpost_outcome The frozen and live results read Confederate victory. Smith says he had the best of the enemy everywhere except at Okolona, where his loss was severe and a battery was abandoned, and that at Ivey's farm a charge completely routed the attackers. Forrest says the Union force was repulsed at Okolona, abandoned guns, and fled after he repulsed the grandest cavalry charge he had witnessed ten miles from Pontotoc.

Retain the original result and engagement interval; later movements and campaign contribution are different measures. No new probabilities or individual causal credit. The two commanders' accounts of the final fight conflict.

Confederate victory
arnold-cwsac-battles, battle MS013; column results_text · snapshot 952b5d08402a…
Confederate Victory
nps-ms013-v1, Results · snapshot 20595a1bb57b…
We had the best of them at all points except at Okolona, where our loss was very severe
or32-1-wsooy-smith-okolona-selections-v1, p.254 (OCR page markers; not checked against print) · snapshot 5b5f9abb7fdd…
This completely routed them, and they were driven from the field with heavy loss.
or32-1-wsooy-smith-okolona-selections-v1, p.258 (OCR page markers; not checked against print) · snapshot 5b5f9abb7fdd…
they cut out the horses and abandoned five pieces of artillery
or32-1-forrest-okolona-selections-v1, p.353 (OCR page markers; not checked against print) · snapshot 55c54eb4cfa5…
Standing firm, they repulsed the grandest cavalry charge I ever witnessed.
or32-1-forrest-okolona-selections-v1, p.354 (OCR page markers; not checked against print) · snapshot 55c54eb4cfa5…

disputedpost_outcome The frozen casualty field reads 150 (US 100; CS 50); the live field reads 532 (US 388; CS 144). Smith's February 26 letter gives a loss at Okolona of perhaps 300 or 400 killed, wounded and missing and a total killed and wounded probably reaching 400; his March 4 report gives 47 killed, 152 wounded and 120 missing, 319 in all, for the expedition, with a compiler's footnote pointing to a revised statement. Forrest's February 26 letter gives his own loss as about 25 killed, 75 wounded and 8 or 10 captured, and his report 162 prisoners and an estimated enemy loss of 800; his compiled return for February 20-22 is garbled in OCR, its total row ending in 144. The same February 26 letter says the enemy, driven from West Point to within 10 miles of Pontotoc in two days, left 6 pieces of artillery, 100 killed, over 100 prisoners and wounded estimated at 300 or over.

Original casualty returns were not inspected; preserve totals, categories, cutoffs and differences. No canonical reconciliation or casualty-based opening count; related actions must not be added without resolving population overlap. Smith's 319 covers the whole expedition and Forrest's return February 20-22; neither is this record's day alone, and the live 144 may reflect the garbled return's total but its basis is not stated. Forrest's February 26 enemy figures cover the two days' pursuit and differ from his report's 162 prisoners and 800.

150 total (US 100; CS 50)
arnold-cwsac-battles, battle MS013; column casualties_text · snapshot 952b5d08402a…
532 total (US 388; CS 144;)
nps-ms013-v1, Estimated Casualties · snapshot 20595a1bb57b…
inflict- ing a loss upon us of perhaps 300 or 400 men, killed, wounded, and missing.
or32-1-wsooy-smith-okolona-selections-v1, p.253 (OCR page markers; not checked against print) · snapshot 5b5f9abb7fdd…
Our total loss in killed and wounded will reach probably 400
or32-1-wsooy-smith-okolona-selections-v1, p.253 (OCR page markers; not checked against print) · snapshot 5b5f9abb7fdd…
Killed, 47; wounded, 152; missing, 120; total casualties, 319.
or32-1-wsooy-smith-okolona-selections-v1, p.259 (OCR page markers; not checked against print) · snapshot 5b5f9abb7fdd…
But see revised statement, p. 194.
or32-1-wsooy-smith-okolona-selections-v1, p.259 (OCR page markers; not checked against print) · snapshot 5b5f9abb7fdd…
Our loss is about 25 killed, 75 wounded, and probably 8 or 10 cap- tured.
or32-1-forrest-okolona-selections-v1, p.351 (OCR page markers; not checked against print) · snapshot 55c54eb4cfa5…
driven from West Point to within 10 miles of Pontotoc in two days.
or32-1-forrest-okolona-selections-v1, p.350 (OCR page markers; not checked against print) · snapshot 55c54eb4cfa5…
leaving 6 pieces of artillery, 100 killed, over 100 prison- ers, and wounded estimated at 300 or over.
or32-1-forrest-okolona-selections-v1, p.350 (OCR page markers; not checked against print) · snapshot 55c54eb4cfa5…
We captured G pieces of artillery, 3 stand of colors, and 162 prisoners.
or32-1-forrest-okolona-selections-v1, p.354 (OCR page markers; not checked against print) · snapshot 55c54eb4cfa5…
a low estimate to place their loss in killed, wounded, and missing at 800.
or32-1-forrest-okolona-selections-v1, p.354 (OCR page markers; not checked against print) · snapshot 55c54eb4cfa5…
Total 20 17 80 20 144
or32-1-forrest-okolona-selections-v1, p.355 (OCR page markers; not checked against print) · snapshot 55c54eb4cfa5…

responsibility

disputedunresolved The frozen and live commanders are Major General Nathan Bedford Forrest and Brigadier General William Sooy Smith. Forrest says he took command of Bell's brigade at Okolona and advanced on the Union line, and that Colonel Jeffrey Forrest was killed rallying his men. Smith blames the stampede at Okolona on part of McCrillis's brigade and says Waring's brigade moved under orders not his own; NPS says Smith delayed ten days against orders.

Command roles from the two commanders and a summary; the responsibility for the delay is disputed between Smith and NPS, and neither is adopted. The listed commanders do not receive automatic sole credit.

Major General
arnold-cwsac-commanders, battle MS013, belligerent Confederate, fullname Nathan Bedford Forrest; column rank · snapshot 6c587c298717…
Brigadier General
arnold-cwsac-commanders, battle MS013, belligerent US, fullname William Sooy Smith; column rank · snapshot 6c587c298717…
with my staff I made a circuit around the town, took command of Bell’s brigade, and ad- vanced upon them.
or32-1-forrest-okolona-selections-v1, p.353 (OCR page markers; not checked against print) · snapshot 55c54eb4cfa5…
Colonel Forrest was killed while rallying and leading his men.
or32-1-forrest-okolona-selections-v1, p.353 (OCR page markers; not checked against print) · snapshot 55c54eb4cfa5…
This whole trouble resulted from the bad conduct of a portion of McCrillis’ brigade.
or32-1-wsooy-smith-okolona-selections-v1, p.254 (OCR page markers; not checked against print) · snapshot 5b5f9abb7fdd…
The brigade moved from Columbus under orders not my own, and for its delay I am in nowise responsible.
or32-1-wsooy-smith-okolona-selections-v1, p.259 (OCR page markers; not checked against print) · snapshot 5b5f9abb7fdd…
Against orders, Smith delayed ten days, while waiting for reinforcements
nps-ms013-v1, Description · snapshot 20595a1bb57b…

strength

unknownunresolved

No inspected return establishes matched personnel at a common opening boundary. Imported numerical estimates remain unchanged; this pass does not validate them as simultaneous opening forces.

disputedunresolved The frozen force field and side bound give the Union cavalry force as 7,000; the live field reads 7,000 (US 7000; CS 0). Smith says guarding about 3,000 refugees with their animals and some 700 pack-mules absorbed about 2,000 men, leaving a little less than 5,000 who could be thrown into action, and that the full force was 7,000; he estimated Forrest's force at West Point on February 20 at four brigades, about 6,000 or 7,000. Forrest says his force in the fight did not exceed 2,500 against twenty-seven regiments estimated at 7,000, and his February 26 letter gives 2,500 against 6,000 to 7,000; his February 14 dispatch had estimated 10,000 to 12,000 cavalry from scouts' reports.

Figures of different dates and scopes from the two commanders; each gives the other side the larger estimate. None is adopted as a matched opening strength. The frozen Union 7,000 is the expedition's full planned strength, not the number engaged on the 22nd; the live Confederate zero is not measured absence.

Cavalry force (7,000) [US]
arnold-cwsac-battles, battle MS013; column forces_text · snapshot 952b5d08402a…
7000
arnold-cwsac-forces, battle MS013, belligerent US; column strength_min · snapshot a462f6be964b…
7000 total (US 7000; CS 0;)
nps-ms013-v1, Forces Engaged · snapshot 20595a1bb57b…
About 3,000 able-bodied negroes had taken refuge with us, mounted on as many horses and mules
or32-1-wsooy-smith-okolona-selections-v1, p.257 (OCR page markers; not checked against print) · snapshot 5b5f9abb7fdd…
We had in addition to this about 700 pack-mules
or32-1-wsooy-smith-okolona-selections-v1, p.257 (OCR page markers; not checked against print) · snapshot 5b5f9abb7fdd…
This absorbed about 2,000 of my available force. There remained a little less than 5,000 men who could be thrown into action.
or32-1-wsooy-smith-okolona-selections-v1, p.257 (OCR page markers; not checked against print) · snapshot 5b5f9abb7fdd…
I would have had less than 5,000 men instead of full 7,000
or32-1-wsooy-smith-okolona-selections-v1, p.259 (OCR page markers; not checked against print) · snapshot 5b5f9abb7fdd…
present in four brigades and to the number of about 6,000 or 7,000, according to the best informa- tion that could be obtained.
or32-1-wsooy-smith-okolona-selections-v1, p.256 (OCR page markers; not checked against print) · snapshot 5b5f9abb7fdd…
My force in the fight did not exceed 2,500 men, while that of the enemy was twenty-seven regiments of cavalry and mounted infantry, estimated at 7,000 strong.
or32-1-forrest-okolona-selections-v1, p.354 (OCR page markers; not checked against print) · snapshot 55c54eb4cfa5…
with 2,500 men the enemy, numbering from 6,000 to 7,000 strong
or32-1-forrest-okolona-selections-v1, p.350 (OCR page markers; not checked against print) · snapshot 55c54eb4cfa5…
I think they have 10,000 to 12,000 cavalry.
or32-1-forrest-okolona-selections-v1, p.348 (OCR page markers; not checked against print) · snapshot 55c54eb4cfa5…

terrain

supportedunresolved NPS places the attack on the prairie just south of Okolona. Forrest says the Union force, after abandoning guns near Okolona, gained the broken and hilly country on the Pontotoc road, where he dismounted most of his command and fought the last 9 miles on foot, and that the final Union stand was in three lines across a large field ten miles from Pontotoc. Smith describes his stand at Ivey's farm, where the ridge spread into a wide open field, and says the undergrowth sheltered the retreating enemy.

Ground described by the two commanders and a summary; no map verification.

the Rebels attacked Smith just south of Okolona on the prairie
nps-ms013-v1, Description · snapshot 20595a1bb57b…
gaining the broken and hilly country on the Pontotoc road their resistance became more stubborn.
or32-1-forrest-okolona-selections-v1, p.353 (OCR page markers; not checked against print) · snapshot 55c54eb4cfa5…
I was compelled to dismount the most of my command, and fought the last 9 miles on foot.
or32-1-forrest-okolona-selections-v1, p.353 (OCR page markers; not checked against print) · snapshot 55c54eb4cfa5…
They had formed in three lines across a large field on the left of the road
or32-1-forrest-okolona-selections-v1, p.354 (OCR page markers; not checked against print) · snapshot 55c54eb4cfa5…
Here the ridge spread out into a wide, open field
or32-1-wsooy-smith-okolona-selections-v1, p.257 (OCR page markers; not checked against print) · snapshot 5b5f9abb7fdd…
could have cut them to pieces had it not been for the undergrowth to which they fled.
or32-1-wsooy-smith-okolona-selections-v1, p.253 (OCR page markers; not checked against print) · snapshot 5b5f9abb7fdd…

Open questions