As Robert E. Lee was invading Maryland a simultaneous thrust was being made into Kentucky. Like Lee, Braxton Bragg expected his Confederate army to be one of liberation and expected that Kentuckians would flock to his banner and swell his ranks. Kentucky was a slave state but had remained in the Union. Originally it had declared neutrality but Confederates under Leonidas Polk had entered the state and it forced the state to remain in the Union. Kentucky was also the birthplace of both Abraham Lincoln and Jefferson Davis. While Kentucky did not secede it was represented on the Confederate flag with a star and a government was formed with its capital in Bowling Green.
Edmund Smith had first proposed an invasion to gather supplies and recruits. Cavalier John Morgan had conducted a successful raid in the state during the summer and his men had been cheered wherever they went and some had enlisted to join Morgan. Smith believed that 25,000 recruits could be added to his army.
Bragg had other options. The vital rail junction at Corinth could be retaken but Smith had Jefferson Davis’ ear. Bragg’s men were transferred to Tennessee to invade Kentucky and cooperate with Smith and they met on July 31 to plan the invasion. Smith would clear the Cumberland Gap and would then rejoin Bragg (whose men were too exhausted to begin immediately) and get into the rear of Don Carlos Buell’s army and cut it off from its supplies. If U.S. Grant in Mississippi attempted to reinforce Buell the smaller Confederate forces there would deal with that. Once Buell’s army was destroyed they would push onto the Ohio River.
The plan was risky and would require coordination between two generals that were suspicious of each other and without a defined command structure. Since Smith commanded his own department he would not come under Bragg’s command (as senior general) until the two forces linked up, meaning Smith could do what he wanted until then. Smith quickly abandoned their agreement and advanced on his own with 21,000 men and was heading toward Lexington, Kentucky. He left on August 13 with Bragg beginning to move on August 27.
Buell was advancing slowly on Chattanooga and with these movements he was forced to abandon it to get his army north to shield Louisville and Cincinnati. It became a race. Smith captured Lexington in late August and Bragg moved on Munfordville and delayed his march to capture the Union garrison there. Meanwhile Buell marched right by him. Bragg then moved to the capitol to help inaugurate the new Confederate governor of Kentucky in Frankfort on October 4. Union troops were approaching and the sounds of their cannon interrupted the ceremony.
Bragg’s army, under Polk was near Bardstown. Bragg wanted to move his force to Versailles but Buell was moving quickly and he decided to concentrate his forces around Perryville or Harrodsburg. William Hardee, one of Bragg’s most trusted commanders, selected Perryville to concentrate at. The town had a large road network for its size which allowed for flexibility and nearby Doctor’s Creek offered drinking water, somewhat of a rarity in this part of the state. The summer and early fall had been unusually hot and a drought was in effect. Men and horses on both sides were parched and it was not uncommon to see men drinking from stagnant puddles.