Military Strategy and Doctrine:
Analyzing the strategic goals, operational plans, and tactical approaches of different military forces.
Foundational Texts in Strategy & Doctrine
Carl von Clausewitz – On War (1832): The classic theoretical foundation of strategy, policy, and war.
Sun Tzu – The Art of War (5th century BCE): Enduring insights on deception, maneuver, and strategic balance.
B.H. Liddell Hart – Strategy (1954): The "Indirect Approach" and evolution of modern strategy.
Antoine-Henri Jomini – The Art of War (1838): Emphasis on operational planning and maneuver warfare.
Colin S. Gray – Modern Strategy (1999): Strategic thought across the nuclear, conventional, and irregular spectrum.
U.S. Military Doctrine & Publications
Joint Publication (JP) Series – U.S. Department of Defense (publicly available at Joint Chiefs of Staff JEL):
Army Doctrine Publications (ADPs) & Field Manuals (FMs) – U.S. Army Training and Doctrine Command (TRADOC).
FM 3-0: Operations (detailed operational doctrine)
Marine Corps Doctrinal Publications (MCDPs) – USMC’s concise strategy/doctrine guides. Example:
Allied & International Doctrine
NATO Allied Joint Publications (AJPs) – NATO Standardization Office:
UK Ministry of Defence – UK Doctrine Publications:
Australian Defence Force – Australian Defence Doctrine Publications (ADDP):
ADDP-D: Foundations of Australian Military Doctrine
Chinese Sources:
Science of Military Strategy (PLA Academy of Military Science, 2013 edition – translations available through U.S. Army War College)
Russian Sources:
Russian Military Thought journal (translated by Foreign Military Studies Office, Fort Leavenworth).
Weapons Systems Analysis:
Evaluating the effectiveness, capabilities, and vulnerabilities of weapons systems, including traditional arms and emerging technologies.
Foundational Texts & Methodologies
Blanchard, Benjamin S. – Logistics Engineering and Management: Classic on system lifecycle, sustainment, and analysis.
Ebeling, Charles E. – An Introduction to Reliability and Maintainability Engineering: For system survivability and sustainment.
MORSE & RAND methodologies – Cost-effectiveness analysis, comparative systems evaluation, and operations research applications.
George E. Pugh – Weapons Analysis: Traditional reference for applying operations research to military systems.
U.S. Military & Government Sources
Department of Defense (DoD) Test & Evaluation Reports – Annual DOT&E reports evaluate major weapons programs.
Congressional Research Service (CRS) Reports – Public analyses of U.S. weapons programs, procurement, and modernization (searchable on Congress.gov).
Defense Acquisition University (DAU) – Training modules and reference materials on weapons system lifecycle and analysis.
U.S. Army Training & Doctrine Command (TRADOC) Pamphlets – Threat-based assessments and capabilities development.
Naval Air Systems Command (NAVAIR), Army Futures Command, and Air Force Research Lab (AFRL) – Program-specific technical reports.
International & Industry Sources
NATO STO (Science and Technology Organization) – Research papers on weapons systems performance, interoperability, and emerging tech.
UK Ministry of Defence Equipment Plan – Annual report on current and future weapons acquisitions.
IHS Jane’s (now Janes) – Weapons Systems Reference Library (authoritative open-source data on capabilities and systems worldwide).
The Military Balance (IISS) – Annual authoritative reference on global military hardware and force structures.
Stockholm International Peace Research Institute (SIPRI) – Data on arms transfers, weapons trends, and global inventories.
Think Tanks, Research Centers & Journals
RAND Corporation – Deep studies on system effectiveness, survivability, and force integration.
Center for Strategic and Budgetary Assessments (CSBA) – High-level analysis of future weapons and concepts.
Center for Strategic and International Studies (CSIS) – Missile defense, naval systems, airpower reports.
Federation of American Scientists (FAS) – Open-source weapons profiles, particularly on WMDs and missile systems.
Defense Technical Information Center (DTIC) – Public technical research archive for U.S. defense projects.
Air & Space Power Journal, Naval War College Review, Parameters – Professional military journals with weapons systems analysis articles.
Key Focus Areas in Weapons Systems Analysis
These sources support structured study in:
Effectiveness & Survivability – How well the system performs under combat conditions.
Lethality & Precision – Weapon’s destructive power vs. accuracy.
Range & Mobility – Reach and deployability.
Reliability & Maintainability – Sustainment in the field.
Cost & Efficiency – Value vs. alternatives.
Integration – Interoperability with other systems and joint/coalition forces.
Adversary Systems – Comparative analysis with foreign weapons.
Intelligence Analysis:
Assessing threats from foreign nations, terrorist groups, and other actors, including analyzing their intentions, capabilities, and vulnerabilities.
Key Focus Areas in Military Intelligence Analysis
These sources support structured study in:
Strategic Intelligence – Understanding adversary intent & national-level capabilities.
Operational Intelligence – Campaign-level assessments (force movements, logistics, terrain).
Tactical Intelligence – Unit-level targeting, ISR feeds, HUMINT.
Adversary Doctrine – How opponents view and use intelligence.
Analytic Tradecraft – Structured techniques, red teaming, avoiding bias.
Technology & ISR – Satellites, drones, SIGINT, OSINT, cyber-intelligence.
Foundational Texts & Methodologies
Richards J. Heuer Jr. – Psychology of Intelligence Analysis (CIA, 1999) → Classic on cognitive biases, structured analytic techniques.
James Shufelt – An Introduction to Intelligence Research and Analysis → Practical primer on intelligence process & tradecraft.
Sherman Kent – Strategic Intelligence for American World Policy (1949) → Foundational work on national-level intelligence.
Treverton, Gregory – Reshaping National Intelligence for an Age of Information → Focus on adapting analysis to modern threats.
Lock K. Johnson & James J. Wirtz – Strategic Intelligence: Windows into a Secret World → Overview of intelligence structures and practices.
U.S. Military Doctrine & Guidance
Joint Publication (JP) 2-0: Joint Intelligence → Core doctrine for U.S. military intelligence.
JP 2-01: Joint and National Intelligence Support to Military Operations → How intel integrates into campaigns.
Army Field Manuals (FM) & Army Techniques Publications (ATP):
FM 2-0: Intelligence (framework for Army intel ops).
ATP 2-01: Intelligence Preparation of the Battlefield (IPB).
Marine Corps Doctrinal Publications (MCDP):
MCDP 2: Intelligence.
Defense Intelligence Agency (DIA) → Open-source assessments, global military capability briefs.
National Intelligence Council (NIC) → Global Trends reports for strategic forecasting.
Allied & International Doctrine
NATO Allied Joint Publication (AJP-2): Intelligence, Counterintelligence, and Security Doctrine.
UK Ministry of Defence – JDP 2-00: Understanding and Intelligence Support to Joint Operations.
Australian Defence Force – ADDP 2.0: Intelligence.
Canadian Forces Joint Publication (CFJP) 2.0: Intelligence.
Adversary Perspectives (Translated/Accessible)
Russia:
Military Thought journal (English translations via U.S. Foreign Military Studies Office).
Russian GRU/KGB historical analysis works.
China:
PLA’s Science of Military Strategy (2013, 2020 editions – English translations).
PLA writings on Military Intelligence (various translations by U.S. Army War College).
Iran & DPRK:
Translations and reports from the Foreign Military Studies Office (FMSO) and Congressional Research Service.
Think Tanks, Research Centers & Journals
RAND Corporation → Studies on intelligence reform, ISR (intelligence, surveillance, reconnaissance).
CSIS (Center for Strategic and International Studies) → Analysis of intelligence in great-power competition.
IISS (International Institute for Strategic Studies) → The Military Balance and threat assessments.
CNA (Center for Naval Analyses) → Operational and intelligence-focused research.
Federation of American Scientists (FAS) → Declassified documents, intel community reports.
National Security Archive (GWU) → FOIA-released intelligence records.
Studies in Intelligence (CIA journal) → Articles on analytic tradecraft and history.
Journal of Strategic Studies / Intelligence and National Security → Peer-reviewed academic analysis.
Defense Systems Analysis:
Applying analytical techniques to evaluate the performance and effectiveness of complex defense systems.
Key Focus Areas in Defense Systems Analysis
Effectiveness & Survivability – How well systems perform under combat conditions.
Cost, Schedule, and Risk – Lifecycle acquisition challenges.
Integration & Interoperability – How systems work across services and allies.
Technology Trends – AI, robotics, hypersonics, space, cyber.
Adversary Systems – Comparative analysis of Russian, Chinese, Iranian, and DPRK defense programs.
Foundational Methodologies & Texts
These works explain the frameworks behind evaluating defense systems:
George E. Pugh – Weapons Analysis → Classic methodology for systems assessment.
Blanchard, Benjamin S. – System Engineering Management → Lifecycle systems engineering approach.
Charles E. Ebeling – Introduction to Reliability and Maintainability Engineering → Core concepts of system survivability and dependability.
Operations Research / Systems Analysis (ORSA) textbooks (various authors) → The backbone of analytical approaches to defense systems.
Military Operations Research Society (MORS) → Conferences, journals, and study resources on defense systems modeling.
U.S. Government & Military Sources
Department of Defense (DoD) – Defense Acquisition Guidebook → Framework for acquisition, lifecycle, and systems evaluation.
DOT&E (Director, Operational Test & Evaluation) → Annual DOT&E Reports on performance and operational testing of major defense programs.
Defense Acquisition University (DAU) → Training materials and case studies on defense systems analysis.
GAO (Government Accountability Office) – Weapon Systems Annual Assessments (cost, schedule, performance reviews).
Army Futures Command & TRADOC Pamphlets → Capability development and systems evaluation frameworks.
Naval Air Systems Command (NAVAIR), Air Force Research Laboratory (AFRL), Army Research Lab (ARL) → Technical studies and systems engineering research.
Allied & International Sources
NATO Science & Technology Organization (STO) → Research on interoperability, systems performance, and future capabilities.
UK MoD – Defence Equipment Plan (annual reports).
European Defence Agency (EDA) → Capability development planning documents.
Australian Defence Science and Technology Group (DSTG) → Studies on defense systems and integration.
Canadian Defence Research and Development Canada (DRDC) → Technology and systems assessments.
Counterintelligence:
Analyzing threats to national security from foreign intelligence services and other actors.
Key Focus Areas in Counterintelligence Study
Counterespionage – Identifying and neutralizing spies.
Insider Threats – Protecting against betrayal within organizations.
Defensive CI – Protecting sensitive programs from penetration.
Offensive CI – Double agents, deception operations, and disinformation.
Adversary CI – Understanding how Russia, China, Iran, and DPRK conduct CI.
Cyber CI – Digital-age espionage, supply chain security, and cyber-enabled insider threats.
Foundational Texts & Tradecraft
James M. Olson – Fair Play: The Moral Dilemmas of Spying → Written by a former CIA CI chief; practical and ethical insights.
James M. Olson – To Catch a Spy: The Art of Counterintelligence → A practitioner’s guide to CI strategy and methods.
Christopher Andrew – Defend the Realm: The Authorized History of MI5 → Authoritative account of UK counterintelligence.
Richard H. Kerr (ed.) – Studies in Intelligence: Counterintelligence Anthology → CIA’s declassified essays on CI.
James Jesus Angleton papers (various collections) → Insights from the controversial CIA CI chief during the Cold War.
U.S. Doctrine & Government Sources
DoD Instruction 5240.23 – Counterintelligence Activities → Governing policy for DoD CI operations.
Army Field Manuals & Doctrine:
FM 2-22.2: Counterintelligence (Army CI doctrine).
ATP 2-22.2: Counterintelligence Analysis.
Air Force Instruction (AFI) 71-101 – Air Force Counterintelligence guidance.
Marine Corps CI/HUMINT Manual (MCWP 2-6) → CI and HUMINT integration.
Office of the National Counterintelligence and Security Center (NCSC) – Annual National Counterintelligence Strategy of the United States.
FBI – Counterintelligence Program → Publicly available overviews of ongoing CI priorities (China, Russia, insider threats).
Senate and House Intelligence Committee Reports → Public CI-related assessments and oversight.
Allied & International Doctrine
NATO AJP-2.2: Allied Joint Doctrine for Counterintelligence.
UK MI5 (Security Service) – Public reports on CI and counterespionage cases.
Canadian Forces – CFJP 2.2: Counterintelligence.
Australian Defence Force – ADDP 2.2: Intelligence, Counterintelligence, and Security.
Israeli Counterintelligence (Shin Bet, Mossad) – Limited open-source, but referenced in academic works on espionage.
Adversary Perspectives
Russia:
Military Counterintelligence in Russia (FMSO translations).
KGB and FSB historical records, analyzed in works like Christopher Andrew & Vasili Mitrokhin’s The Mitrokhin Archive.
China:
PRC Ministry of State Security writings (translations via Jamestown Foundation & U.S. Army War College).
PLA’s Science of Military Strategy (sections on political warfare & counterespionage).
Iran & DPRK:
Reports from CRS, DIA, and FMSO analyzing CI/espionage methods.
Think Tanks, Research Centers & Journals
RAND Corporation – Analyses on insider threats, espionage, and security practices.
Center for Strategic and International Studies (CSIS) – CI aspects of cyber and influence operations.
Jamestown Foundation – Reports on adversary intelligence/counterintelligence (especially Russia & China).
National Security Archive (GWU) – Declassified U.S. and Soviet CI records.
Studies in Intelligence (CIA journal) – Academic-style articles on CI tradecraft and case studies.
Intelligence and National Security (academic journal) – Peer-reviewed work on counterintelligence history and policy.