Hi, Tim:
Sorry for the delay in answering.
"At the time England and the US thought it was barbaric and uncivilized to attach a passenger ship with (or without?)"neutrals" as I think most people would feel today."
I'm sure most Germans didn't relish the thought of attacking a passenger liner either, but the fact remains that she *was* a potential warship and she *was* carrying contraband by the British definition. What choice did Schwieger really have?
"Great Britain, IMHO, was flexing too much muscle in preventing food and civilian supplies."
Yes, she was. That's why the Germans had to do something, and unrestricted submarine warfare was the only thing they had to pull out of their sleeve.
"I don't think the Schwieger would have had to surface to warn the Lusitania. A torpedo or two sent in their general direction would have been noticed."
That would have been a waste of a torpedo. German submarines at the time were relatively small and were able to carry a very limited number of torpedoes. The U-20 specification says that she could carry a mere six. On this particular voyage, they were able to squeeze one extra in for a total of seven. Schwieger had already used four by the time he spotted Lusitania. After he had fired the first torpedo at her, he only had two left, and both of these were in his stern tubes. To use them, he would have had to turn the submarine around, which was no easy task. Also, per his standing orders, he needed to save no less than two torpedoes for his return trip to Germany.
The simple fact is that he couldn't waste a torpedo as a warning shot. Schwieger also had to justify/account for every one he fired, and to report to his superiors that he fired a torpedo as a warning shot, when his supply was so limited, would no doubt have been met with universal displeasure.
But let's say Schwieger *had* fired a torpedo to warn Lusitania. The ship would have had to be very close for anyone to see the wake of the torpedo, which would have been hidden in even the slightest of swells. If she were close enough for someone to see the torpedo (which would not have been fired *at* the ship but would have been fired quite a ways ahead of her as a warning with no intention of hitting her), all Turner would have had to do would be to turn Lusitania to port and steam away. There would have been no reason for Turner to stop and risk certain destruction.
As I see it, the only way Schwieger could have warned Lusitania and still stayed relatively safe was to surface while she was still a few miles away and fire a warning shot with a deck gun. If Lusitania chose not to stop and turned her bow toward the submarine (as Turner had orders to do), the U-20 may still have had time to submerge and get into position to possibly fire a torpedo before Lusitania reached his position. But another thing Schwieger had to consider in surfacing and warning Lusitania was that a number of U-boats had tried to play by the "gentlemanly" rules of war by surfacing and warning and, as a result, had been rammed and sunk. And considering Lusitania's speed (even though it was reduced), Schwieger probably wasn't willing to take that chance.
"I thought ZZ was in any wartime situation, or where U-boats are known to exist."
That's true, but what you and I think now doesn't make a difference. The only thing that matters in this instance is what Turner was thinking 87 years ago when zig-zagging was relatively new and the benefits of which were still unknown to or not understood by most merchant captains. Many people place far too much blame on Turner for what he didn't do. What most people tend to forget is that he was a man nearly sixty years of age who didn't seem to comprehend how the world around him was changing. Warfare had changed considerably in the few months since the war began.
"My thoughts, from reading Ballard's book...."
Not to be snide, but that's exactly the problem. I've said this before, and I'm sure it's not the last time I'll say it -- Please, please, please don't use Ballard's book as a historical reference. It was written by a novelist (Spencer Dunmore) who did no research whatsoever for the book. He simply took the books that had already been written and rewrote what they said, mistakes and all. If you read Exploring the Lusitania, please double verify the information with a primary source or ask someone who has extensively researched the subject. Although I was the consultant on the book, I was sorely disappointed in the dozens of errors that found their way into print despite my best efforts to correct them. And you should see some of the stuff that I was able to get cut.... It was pure delusional fantasy.
If you want to read an excellent book, try Bailey and Ryan's The Lusitania Disaster. Although I don't agree with some of their conclusions, it is by far the best researched, most complete Lusitania book yet written.
You quoted the Ballard book and said: "...he (Turner) made no attempt to follow any of the instructions issued by the Admiralty for the benefit of merchant skippers in this area that had seen so many U-boats."
This is a perfect example of why I say don't use Ballard's book as a serious reference work. This statement is by no means true. Of the eight general instructions received by Turner, he followed four.
Quoting from the Ballard book, you wrote: "He steamed along close to Brow head, Galley Head and the Old Head of Kinsale despite the Admiralty's instructions........ to stay away from headlands where U-boats tend to lurk, waiting for prey."
Again, depending on one's definition of "staying away from headlands," this may or may not be true. Turner passed Brow Head at a distance of more than 30 miles and passed Galley Head at 25 miles. Captain Dow, the Lusitania's previous wartime commander, regularly passed the Old Head of Kinsale at an average of 2-3 miles. Turner passed it at 12 miles, which he obviously felt was far enough. If Turner had truly disobeyed his orders to avoid headlands, he would have been much closer to land. If that had been the case, there would have been no way for the U-20 to catch him, and history would have played out quite differently.
Eric Sauder