IDF Special Units

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>From naval commandos to undercover units operating behind enemy lines, the
IDF's special units play an important role both in peacetime and war    
Yoaz Hendel (10/10/2007)        

Part I of this two-part series focuses on the history of various units and
what they share in common

The intense soul-searching in the IDF in light of the operational problems
exposed in the Second Lebanon War has reinvigorated a process already
underway for several years regarding the role of special units, both in
peacetime and emergency situations.

The belated inclusion of special units in the Second Lebanon War, the
operations in Baalbek and in Tyre that drew broad media coverage and the
high capabilities demonstrated in the 24 special operations that were not
exposed in the media highlighted the gap between the potential of the
special units and their limited use during the war. A significant percentage
of the quality manpower of these units in the regular forces and the
reserves, the expensive equipment and the combat skills acquired during many
years of training were left out of the combat in Lebanon due to a lack of
contingency plans for times of emergency and the small number of actual
missions. 

This articles surveys the operational concept of the special units in the
IDF, their assignments and possible alternatives for change, against the
background of both the limited combat that Israel has faced in recent years
and the challenges of conventional warfare that have once again become part
of future scenarios.

What is a Special Unit?

Like in any every army, the IDF exhibits a structural tension between the
desire for quantitative power, which enables an easier victory on the
battlefield, and the burden of a multi-dimensional entity. The "large
military" is not designed to deal with non-routine tasks or threats, and the
principles of initiative, flexibility and stratagems are not sufficiently
expressed while dealing with an enemy that is outside the bounds of the
recognizable "playing field." The role of the special units is to provide an
operational solution to the military needs of the intersection of what is
known and what has disappeared from the strict, traditional military view.
According to the IDF definition, special units forces require varied combat
training. They have a high level of basic combat skills, and since their
assignment is the performance of special operations, they are organized to
operate in small units.

World War II was the final catalyst for the establishment of special units.
The need for a force that would carry out special operations in which air,
land, and sea capabilities were combined pushed Col. Hadley Clark, one of
the assistants to the British military's chief of staff, to establish an
independent force within the British armed forces. The success of the forces
that were established on the basis of this idea injected new blood into the
veins of the British military's attack capability - an ability that had been
seriously damaged by German advances in those years.

In August 1953, Unit 101 was established in the IDF. Similar to the British
Special Forces, Unit 101 did incursions, i.e. penetrating forces into enemy
territory, the performing a certain task and returning the forces to IDF
bases. The unit operated until January 1954, but its unique character, its
operational achievements and the training of its personnel established norms
and became part of the combat doctrine of the IDF. When Unit 101 was
created, the State of Israel had a naval commando unit that was comprised of
naval troops (Palyam) and Shachar troops, who served mostly in Military
Intelligence. (Shachar was a division of the Palmach that typically operated
behind enemy lines disguised as Arabs). Nonetheless, the establishment of
101 was a watershed event from the point of view of the IDF's operational
concept. The unit's activities succeeded in creating a significant cognitive
effect among the enemy, and even more important, its soldiers succeeded in
building a new ethos of the fighting Zionist, which greatly appealed to the
Israeli public.

Ever since then the IDF has managed to maintain the unique image of the
special forces. Their clandestine activities, the tremendous curiosity they
arise and their aura of forces with unlimited abilities have often directly
influenced the national mood (e.g. the boost in morale following the Entebbe
Operation in contrast with the "Lebanon effect," which intensified following
the navy commando disaster in 1997), public opinion of the IDF, and
motivation among new recruits.[i]
<http://www.omedia.org/admin/scripts/blank.gif#_edn1> 

Over time the IDF cast three central units as leaders among the specials
units: Shayetet ("flotilla") 13, the naval commando unit; the General Staff
Special Reconnaissance Unit, attached to military intelligence; and Shaldag,
the air force commando unit. From a command standpoint the three units are
subject to the branch headquarters (air, sea, intelligence), and not to an
operational brigade. There are other select units in the IDF, both in
reconnaissance roles under the command of the various brigades, and in
specialty roles, such as the Engineer Corps' bomb unit. The high quality of
these units and the desire of the IDF's senior command echelons to use them
in peacetime as well have at times blurred the structural separation between
them and the units the IDF defines as "special units." For this reason,
particularly in recent years, the three leading special units perform tasks
similar to those placed upon the top units in the territorial command system
and vice-versa. A specific example is the special task assigned to the
Maglan unit (which is not included in the military definition of the special
units) in the Second Lebanon War, the same task that was carried out by the
Shaldag unit in Operation Grapes of Wrath ten years earlier. Nonetheless,
for special tasks that require a non-routine military solution, depart
outside the command jurisdiction or have the potential for systemic
repercussions, the General Staff is careful to use the special units as the
main force.

Thus there are tasks whose nature determines the assignment to a particular
unit, and there are tasks placed on a wide variety of elite units. Other
than the fact that the label "special tasks" carries with it tremendous
prestige, the special units also enjoy material benefits. The IDF invests
tremendous resources in maintaining special abilities, far more than
investments in other top units. Hence the covert struggle among the units
over the right to enter the prestigious club of the special units and to
earn a greater piece of the budget pie.

Despite the variety of challenges faced by the IDF special units, a number
of similarities can also be identified:

*       Tremendous resources, translating into an ability to cull the
highest quality manpower from the pool of new recruits, to invest time and
money in training and to maintain the unit with regular training activity
over a more prolonged period than in other military units. 

*       The three units mentioned have long-range transport means that
enable them to move secretly to reach distant targets. They have special
combat equipment that allows them to maintain combat readiness and
survivability in the field over time; they also have a unique intelligence
envelope that enables operational precision. 

*       These first two characteristics give rise to the special nature of
the tasks placed upon these units and their position in the command
hierarchy. The three special units are not directly subordinate to the
ground forces command or the operational brigades, even though a significant
portion of their activities is performed on land. Similar to all top army
units, they maintain a tight reciprocal relationship with the ground force
and its tasks, but as opposed to them, they are not subordinate to this
command authority.

The command assignment of the units for the most part prescribes their
traditional mission, whereby the naval commando is tasked to attack harbors
and ports; Shaldag is tasked to provide assistance for air force missions;
and the General Staff Special Reconnaissance Unit carries out intelligence
operations deep in enemy territory. Some of these missions are planned in
advance to be carried out on the first night of a war, and some are intended
to be carried out on a routine basis.

Over the years, the weight of the core roles has shifted due to intensive
development of long-range combat equipment (which constitutes a more
efficient and less dangerous alternative for the forces) and today special
units generally perform complicated actions both in the various command
areas and outside them during peacetime. Another associated role that has
developed since the 1980s is operation during terrorist attacks, which means
maintaining tactical readiness for hostage taking.

The Operational Concept

According to the IDF's definition, special units are permanently subordinate
"to the General Staff or the highest military headquarters or the war
theater headquarters or a chief headquarters (such as the Air Force or Navy
Headquarters), and during non-war times they are generally used at the
initiative of the government and the Defense Minister or with their
approval." The multiplicity of subordinations that appears in the definition
is not coincidental; the special units lack a permanent command and work for
a number of "commander-managers." While a structural assignment does exist,
the operational possibilities of the units do not match the ability of the
organizations to which they are attached. The significance of this is that
in many cases, from a professional standpoint, the corps that is in command
over a special unit has difficulty serving as the overall authority, and
thus requires external operational assistance from outside the corps.

For example: An idea for an operation or attack by the naval commandos
connected to a ground-based operation would presumably be approved at the
Naval Command Headquarters, which is almost completely composed of naval
personnel, i.e. sailors by training. However, the ability of this staff to
assess ground-based attack actions, the size of forces, equipment and
additional measures is limited, since it has little or no experience with
these criteria. Therefore, approval of a plan for distant ground operations,
even if it begins with naval activity, must involve additional
professionals. Similarly Air Force Headquarters would find it professionally
difficult to supervise the ground-based actions of Shaldag, and Military
Intelligence would be hard-pressed to assess operations by the General Staff
Special Reconnaissance Unit.

For this reason, operation of special forces during wartime is concentrated
at three central levels. At the first level the special forces are operated
under corps or branch command with the intention of carrying out special
operations. The purpose of these operations is to provide solutions to
complicated problems facing regular forces (many times this difficulty
derives from the mission's distance from Israel). These operations are
undertaken under the purview of the General Staff, meaning outside the
theater boundaries of the territorial commands, but the command
subordination is to the responsible branch. Consider, for instance, the
commando takeover of the Karine A ship. For the purpose of the example: the
geographical theater boundary of the Southern Command passes through the
Straits of Tiran, while the takeover plan was to have been conducted south
of this boundary, so the geographic operational space for the mission was
under the responsibility of the General Staff. In general, as in this
operation, the General Staff is interested in having command input in such a
sensitive operation, and therefore also takes part in the approvals process
and even in the planning process. In wartime, however, an operation of this
type could take place in the General Staff sphere without the General Staff
being involved in it at all, since at that time command attention turns to
the larger battle.

At the second level the special units are used in the "classic" manner for
the purpose of carrying out special missions. These actions are undertaken
in the General Staff sector with the approval of the General Staff and at
its direction, and for the most part, the General Staff initiates/leads the
process. An example is Operation Sharp and Smooth in Baalbek from the Second
Lebanon War. In this operation, the General Staff special reconnaissance
unit and the Shaldag unit were sent to an area outside the operational
sphere of Northern Command. The initiative for the operation came from the
General Staff echelons, which believed that such an action had the potential
to positively affect the military and the Israeli public. At the time of the
operation, a dispute developed regarding the appointment of a commander for
the operation. The authority for the appointment was held by Chief of Staff
Dan Halutz, who ultimately awarded it to the commander of the air force as a
representative of the General Staff.

At the third level, the special units are directly subordinate to the
command spheres, either during wartime, but for the most part, during times
of routine. For example: in the Northern Command, until the IDF's withdrawal
from Lebanon, the special units were activated from time to time for
"red-line infiltration" missions, i.e. beyond the northern edge of the
security zone. From a command standpoint, these operations were conducted by
the territorial divisions; the relevant corps "loaned" the unit to the
territorial command for the entire period of the combat mission.
Accordingly, the expenses of the action were divided evenly between the
command and the relevant corps. Upon completion of the operation and its
review, the units would return to the command subordination of the corps
from which it came.

Since the beginning of the limited confrontation in Judea, Samaria and the
Gaza Strip, this temporary loan has become more routine. The special units
(mainly naval commando and Shaldag) have been integrated quite frequently
into targeted operations against terrorist organization. There is a mutual
interest in the integration: the special units want to maintain operational
readiness and a high level of training, and mainly take part in the general
effort, while the commands involved, mainly the territorial brigades,
benefit from quality manpower, advanced abilities and the creation of
deterrence through daring operations deep in Palestinian territory.


  _____  

 <http://www.omedia.org/admin/scripts/blank.gif#_ftnref1> Yoaz Hendel,
Neubauer junior research associate at INSS

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