TABLE OF CONTENTS

• Document Type: CREST
• Collection: General CIA Records
• Document Number (FOIA) /ESDN (CREST): CIA-RDP83-00764R000300090034-4
• Release Decision: RIPPUB
• Original Classification: S
• Document Page Count: 14
• Document Creation Date: December 15, 2016
• Document Release Date: December 4, 2003
• Sequence Number: 34
• Publication Date: January 1, 1965
• Content Type: LIST

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TABLE OF CONTENTS
1. Catching UpWith History
2. Conducting the CS Historical Effort
3. Profile of the CS History
4. The Setting of an Historical Paper
5. Operational Monographs
6. The Functional Fabric of the Clandestine Services
7. The CS Historical Handbook
8. The Index of Source ateriai of CS Historical Value
9. The "Index of CS Chronology"
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TCHING UP WITH HISTOHY
1. In the course of the U.S. Government existence,history
is most often 'written when a job assigned a Government agency
is finished or is transferred to a new agency. It is this
terminal nature of historical writing toward which this paper
is addressed.
2. In less than a year the twentieth wanly rsary of CIA's
beginnings, namely, the CIO, will be celebrated. Within these
early periods of the Agency, growth was rapid with some em-
ployees being recruited from the predecessor intelligence
agency, OBS, and others from the varying discontinued wartime
and military services. With five or more years of prior
government and/Or military service, this early group of offi-
cers will have completed twenty-five to thirty years of service
within the ensuing five-year period. We can anticipate in
numbers as many as one thousand of our professional colleagues
seeking retirement within the next five to ten years. Indeed
we shall see the end of an exciting, eventful, and, yes,
nostalgic Chapter in the History of the Clandestine Service
s.
This group of officers represent a reservoir of historical
was there, Charlie" experience which will become irretrievable
unless we plan for this retirement eventuality now. Concur-
rently, a mess of archival material encompassing the operation-
al activities of these same officers will reach the maximal
retention deadline and will automatically become subject to
destruction. It is essential to our mission to salvage these
experiences and records while they are still within our grasp.
3. So that the precious experience reposing in these of-
ficers can be distilled in a systematic manner, arrangements
have been made to notify Chief, IIVCSG of prospective CS
retirees. rollowing this notification a biographic profile
will be obtained for determining those experiences of a retiree
which might need to be written up, and his aptitude for his-
torical writing. Atter examination of the profile a member of
US/C3G will approach the selectee to determine his capacity to
contribute to the historical program. Likewise, ascertained
at this time will be what administrative arrangements may be
needed to accomplish the selectee's participation. The results
of this meeting, together with suitable recommendations on the
subject's eventual debriefing via a tape recording or the scope
and phasing of a proposed historical paper by him, will be
forwarded to the CM for approval. Xesnwhile, as a further
moans of identification, members of the HS/CSO are compiling
from their document analysis activity a list of officers who
are knowledgeable in particular areas and activities.
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4. Needed zov is action which will formalizethe desira-
bility of using these prospective retirees in the CS historical
program, and which will set forth the administrative details
of finance, security and personnel management inherent in their
use. In contemplating the administrative mechanics it becomes
obvious that a projected historical endeavor must be carried
out at the related CS division or staff desk and generally
under the cognizance of the chief of that CS division or staff
which w111 notably benefit from the results. Thus, the CS divi-
sions will support the historical effort in three ways:
a. Detail Prior to Retirement Date. Six to twelve
months prior to retirement, an oflicer usually experiences some
relief from maximum responsibilities and could be detailed
part-time to an historical research job in either his actual
organizational segment or in the area of a previous assignment
where a high priority has been assigned by the CS Historical
Board. This officer would enjoy full access to the applicable
division, staff and Agency archival files, to the CS historical
indices and record and to assistance from the HS/CSG as need
dictates. He would be continued in his parent organizational
unit until retirement.
b. Lump-sum contract After Retirement. Prior to
resent the officer's potential contribution to historical
rature will be determined. If the substance and priority
ant and he cannot complete the desired work prior to re-
nt, his use under contract will then be considered and
approved by the CS Historical Board. With assistance from the
HS/CSO a prospectus will be drawn, pertinent documents and
document collections will be identified, and such initial re-
search as is possible will be undertaken. Arrangements will
be made with the Office of Security to continue clearances
after retirement, and a lump-sum contract will be drawn speci-
fying completion of a particular study within an assigned period
of time. The retirees' contracts and the enabling CS project
will be administered by the HS/CSG, but the research will be
carried on within the appropriate CS staff or division, which
will provide space and administrative overhead support. The
research product will become a part of the CS History and will
be included in the Index of CS History. Its release for use
by others will be controlled by the responsible CS division or
staff unless it is sufficiently desensitized or covers a de-
funct element of the Clandestine Services, in which cases it
will be controlled by the HS/CSG.
c. Taped Interviews, For t prospective retiree
to has no p eor inclination toward historical expression,
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in5tiffjjt tlae for research and writing and/or who may have
plans to leave the area as quickly as he is relieved of cur-
rent duties, his experiences must be recorded for processing
by others. This can be done by arranging for a taped interview(s)
which would then be transcribed, reviewed, returned to the
author for his comment and correction, and when completed would
be incorporated into the Index to CS History maintained by
HS/C80. In this way others can avail themselves of experience
which would otherwise be lost.
5. To achieve the ends set forth above, thoughtful officers -
must now consider the establishment of DIV/0 policy embracing
those concepts. Thereafter, each C8 division and staff should
expect and plan to include modest provisions, for the CS his-
torical effort, in its jurisdiction. Moreover, DO/P will need
to establish the enabling project from which modest lump-sum
payments can be made to retired officers for completing under
contract portions of the CS History. an initial project for
$23,000 is suggested.)
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cONDUcTI
THE CS HISTORICAL EFFORT
Historical Staf. 0/BCI will:
25X1A
I. Provide general
for the HS/CSO.
a. Service the
and people.
guidance and administrative support
reference indices of CS organization
b. Facilitate the typing of historical papers when
such is beyond the capabilities of the office of
a contributing writer.
c. Relate the CS historical efforts to those of the
rest of the Agency.
d. Make available the contributions of earlier Agency
25X1A historians, to the HS/CSO, e.g., the OBS History,
thelI History and related papers, the
'History and related papers, se-
lected material from the Studies In Intelligence.
Contribute standards and professionalism which will
enhance the meaning and usefulness of CS historical
papers.
Clandestine Services Historical Board (CS ) will:
1. Provide a planned coverage of CS history--
a. Establish component and function priorities.
b. Select persons to prepare the various segments of
the history.
c. Approve papers prepared on separate initiative.
d. Outline time and scope patterns.
2. Approve and facilitate terms of reference for the CS
historical writers--
a. Indorse the Handbook for CS Historical Papers.
b. Recommend CS Notices and Instructions.
3. Provide guidance to the HS/CSG, through the Executive
Secretary--
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Review techniques, indices, procedures and controls
developed by the BS/CSO.
b. Selectively exaaine historical papers submitted
for inclusion in the Index of CS History.
Submit conclusions from meetings.
Clandestine Services Group of the Historical Staff (11S/CSO) will:
1. Prepare the groundwork for CBES considerations and actions--
Draft the Handbook for CS Historical Papers.
b. Draft proposed notices and instructions to the
Ciande tine Services.
c. Submit progress reports.
d. Submit the nature of each index purpose, details
to be included, methods for its
e. Submit agenda items and other re
problems for CSHO consideration.
2. Take immediate action to safeguard historical documents-
a. Review record material toward the eventual identi-
fication of vital CS historical documents still in
existence.
ndat ions a
b. Develop indicators for docuont of historical
value.
c. Review material marked for disposal.
d. Establish a center for inactive historical docu-
ments with simple reference indicators (where
indexing alone will not suffice).
Catalog nature and location of basic CS historical
documents; the chronological development of the Clan-
destine Services, and the operational experience and
knowledgeability of key CS officers to permit systematic
exploitation--
Establish a reference index of CS documents,
eluding abstracts as appropriate, which cover
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dates, decisions and actions which shaped the
evolution of the Clandestine Services.
b. Establish a Knowledgeable Persons index.
ci Construct a detailed chronology of the organiza-
tion and leadership of the Clandestine Services.
d. Bring to the CMS, for its consideration- names of
Individuals who might contribute to the 68 histor-
ical effort, particularly those about to retire.
4. Facilitate the drafting of CS history--
Indicate appropriate sources both documental and
human resources.
b. Guide the use of HB/CSO historical indices and
the Handbook.
c. Review the application of operational security
principles in relation to probable future use of
historical papers.
d. Examine final papers for conformity.
5. Conduct close liaison with DD/P officers coordinating
historical efforts within CS components.
Clandestine Services Division and Staff will:
1. Coordinate historical efforts within its field of
responsibility--
a. Maintain the designated series of periodic submis-
sions, e.g., 1 Reports, Annual Assessments
kW's, Annual Programst Briefing Handbook items,
Operational Summaries,I !Reports Special
Reports for Higher Authority.
b. Identify personnel recommended by senior officers
and available for writing historical papers.
c. Insure the existence of all approved organizationa
changes and personnel rosters.
d. Provide an historian with working space and acces-
sibility to material and personnel.
2. Report as needed to advise the component chiefs, the
DD/P, and the CSEB of the status of the overall h s-
SECRIP
effort _bs. the a ndestine Services.
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SECRET Not
`411110,
OW THE C3 aI8OET
A. The Clandestineervices
A history will eventually need to be written covering
the evolution of the Agency's clandestine efforts in
support of MSC 10/2, NSCID 5, etc. This would be a
broad-brush wrap-up of histories of the Clandestine
Services
This will include the operational adjustments to meet
shifts in national policy; the intra-Agency and inter-
departmental relationships of the DD/P; the function-
ing of the office of the DD/P; the functioning of
committees boards, panels and other collective bodies
established by the DD/P to assist him in the manage-
ment of the Clandestine Services; the regulations,
controls, and executive direction emanating from the
DD/P; the conduct of international and other affairs
of a clandestine nature at the direction of or in
support of the DCI.
C Beadqluarters Staffs: In, CI, CA*
Separate treatment must be given to the large sub-
ordinate groups, e.g., II?Departmental Coordination,
Scientific Intelligence, Div D; CI?Special Projects,
International Communism, Police; CA?International
Organizations Propaganda Political Action Economic
Warfare.
D. Area Divisions (except SR and China)*
Office of the Chief, Operations, Programming and Sup-
port staffs, and evolution of Branch activities,
including chronology of adjustments; purpose and ef-
fect of fundamental reorganizations; Special Missions
Stations and Bases tied to branch/desk histories--
in some cases regional treatment of groups of nations
will be advisable and in most eases sections of sta-
tions will be broken out for separate treatment, e.g.,
Internal Ops Section, External Ops Section, Political
Action Section Special Ops Section.
General Divisions: SR, China TSD,
In addition to the Office of the Chief and his sup-
porting staffs,the chronology of the organizational
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Monographs on key operations or operstionsi progran
are considered as essential parts of the CS history.
They will be earmarked for historical treatment because
of their unusual quality, of their particular meaning-
fulness, because they are well-rounded examples of
clandestine operations or are notable efforts carried
out in constant reference to or under the review of
higher authority.
. Projects
It is not deemed advisable or expedient to prepare an
historical paper on every project. This would make
the concept of CS history exhaustive beyond the point
of reason or need; such an approach would be impracti-
cal. Present plans of the HS/CSG call for the mainte-
nance of a "Project Synopsis File" in each CS component
with pertinent facts covering the approval, pattern of
development, shifts in purpose, amendments, funds re-
quired and eventually the project termination for
every project.
*A definitive breakdown of the categories of activity under
the jurisdiction of each staff will be used as a yardstick in
assuring coverage of all CS functions applicable to an area;
this will also contribute to an interrelated approach and some
uniformity in the various papers. Every area paper will con-
sider the sequence and full scope of the activities being
covered against the functional fabric of the Clandestine
Services in order to insure a thorough treatment.
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HISTORICTHE SETT7JG OP A}
A. Sequential Arrangement
1 The organizational structure provides the planks in
the platforms from which our operations are launched.
Changing policy and the resultant shifts in emphasis
of the mission will provide direction for the paper.
2. The phasing of the program must be carefully considered
and included, together with interim and long-range
objectives.
In area papers, the epochs or stages in the evolution
of a country concerned must be identified and provide
part of the framework of the paper.
4. The overtones and undertones of international relation-
ships must be separately handled or woven into
story, e.g., liaison, third country operationsinter-
national. organizations.
5. Interdepartmental negotiations and arrangements and
intra-Agency cooperation and support must be reflected
where applicable.
Contributing Themes
1 Leadership: its application and effectiveness
2. Personnel: its selection use and distinguishing
characteristics.
3. Cover: type(s), effectiveness, demands and hazards
4. Orientation: geographic location, working and living
locations and conditions, time span of the activity(s)
involved
S. Chronology of events
C. Supporting Instruments
1.
Technical devices
S.
Graphics
2.
Communications
9.
Biographies
3.
Security
10.
Geographies
4.
Logistics
11.
Research, analysis,oval-
5.
Finance
ation and post mortems
6.
Training
12.
Tradecraft
7.
Medical
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OPERATION
ribe the then prevailing political and operational
te vith particular reference to its effect on
s and susceptibility to manipulation.
2. Define the problem, array of forces, and the objective.
3. Indicate the types of information needed to determine
the course of action the sources exploited and
evaluation.
Describe the capabilities available at the onset--
agents, mechanism. (Mow can they be woven into the
narrative including any new capabilities developed?)
Outline the development of the operation(s) including
the steps taken, reactions and results noted. Note
support of all cooperating Agency and other U.S. Gov-
ernment elements.
Summarize the major results in t
objective
Summarize constructive
issues on which success
Add annexes describing.
Tradecraft employed.
Chronology of events contrlbuti
also Operational/political
Support problems and solutions
communications, training).
Policy problems.
List of individuals debriefed
tributors.
Maps and charts.
of the in
elusions identifying the key
failure turned,
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SECRET
THE INDEX OF SOURCE MATERIAL
OF CS NISTORItAL VALUE
1. It is anticipated the "Index of Source Material
of CS Historical Value" will consist of a cross-index of
abstract cards of existing documents known to have CS
historical significance. These documents will include
but not be limited to, papers dealing with assigned
mission and functions, organisation, command relation-
ships, policy decisions, Intra-Agency and interdepart-
mental agreements, liaison protocols, operational devel
=ants and methods programs, budgets and directives.
2. This index will be arranged so that its avenues
of approach include country, region* Headquarters area,
unit and function.
3. The physical storage locations of the material
described in this index will depend in part upon agreed
security controls, "need-to-know" and special sensitivity.
Most items will remain with the originating unit, or in
bulk Records Center storage. Others with brood implica
tions throughout the Clandestine Services will be main-
tained in the CS/TSCO or the MS/CSO for ready access.
Eventually such material will be locatable through the
Index of Source Material of CS Historical Value," or
if a completed monograph or other completed segment of
CS history* through the "Index of CS History."
qi t
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THE INDEX OF CS CHRONOLOGY
Within the HS/CSO there is being developed an index
of organizational events that pertain to the Clandestine
Services . At this time the index is maintained on 3 x 5
cards and arranged by the date of the event. A typical
entry would show the official date of an organizational
change, the nature of the change and the source of the
information. The backup material for this chronology
will consist mostly of organizational directives, charts
and assignment rosters of key personnel.
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