After the Chattanooga campaign Union forces under Sherman returned to Vicksburg and headed eastward toward Meridian. Meridian was an important railroad center and was home to a Confederate arsenal, military hospital, and prisoner-of-war stockade, as well as the headquarters for a number of state offices. Sherman planned to take Meridian and, if the situation was favorable, push on to Selma, Alabama. He also wished to threaten Mobile enough to force the Confederates to reinforce their defenses. While Sherman set out on February 3, 1864, with the main force of 20,000 men from Vicksburg, he ordered Brig. Gen. William Sooy Smith to lead a cavalry force of 7,000 men from Memphis, Tennessee, south through Okolona, Mississippi, along the Mobile and Ohio Railroad to meet the rest of the Union force at Meridian. The campaign is viewed by historians as a prelude to Sherman's March to the Sea (Savannah campaign) in that a large swath of damage and destruction was inflicted on Central Mississippi as Sherman marched across the state and back.

Two supporting columns were under the command of Brigadier General William Sooy Smith and Colonel James Henry Coates. Smith's expedition was tasked to destroy a rebel cavalry commanded by Major General Nathan Bedford Forrest, maintain communications with Middle Tennessee and take men from the defense on the Mississippi River to the Atlanta campaign. To maintain communications, it was to protect the Mobile and Ohio Railroad. Coates' expedition moved up the Yazoo River and for a while occupied Yazoo City, Mississippi.^[60]