Wednesday, April 6, 2016

Astronomy: Heliocentric System - Did Aristarchus Propose a Heliocentric System 1800 Years Earlier Than Copernicus? Did Copernicus Take the Credit?

 Note: These early models are based off of Plato's theory of circular orbits. In 1609, Johannes Kepler was the first to propose that each planet moved about the Sun in an ellipse orbit. He supported his hypothesis with mathematical equations (geometric). He also gathered data from thousands of years ago to prove that the planets had to orbit around the Sun in an ellipse to correctly match where they were in the past and where they would end up (in their orbit) in the future.


Introduction to the Heliocentric Hypothesis/System

The heliocentric system is defined as the system in which the planets orbit around the Sun.  The Sun is considered to be in the center of our system and the center of each planet's orbit.  I will keep the heliocentric system like this for simplicity's sake (in reality, the Sun and the planets orbit around a common center of mass. The Sun is basically at the center of the Solar System since the Sun makes up about 99.9% of the Solar System. However, the Sun is not directly in the center of each planets' orbit.  Because the Earth is very small compared to the Sun, the barycenter - center of mass they orbit around - places the Sun very close to the center. However, with planets that have a larger mass such as Jupiter and Saturn, the barycenter is not as close to the Sun.  Therefore, while the large planet is orbiting the Sun, the Sun is revolving around the barycenter, thus creating an illusion that the Sun is moving back and forth, i.e Figure 2. This is visible with spectrometers and NOT to the naked eye. If one was observing the Sun from Jupiter, they would not see the slight wobble from the Sun traveling around its barycenter. The center of mass that a certain planet and the Sun revolve around differ based on distance and mass of the specific planet.  From this point on I will refer to the Sun as the center of the Solar System because we are observers from Earth. The Sun is basically at the center for us).

Figure 1. Exaggerated version of a planet and the Sun revolving around their barycenter


Figure 2. Side view (the back and forth illusion due to the revolution around the barycenter.  The planet orbits the barycenter faster because of its smaller mass, while the Sun is orbiting around the barycenter at a slower rate due mostly to its weight.


The heliocentric system became somewhat popular when an astronomer/mathematician by the name of Nicolaus Copernicus proposed a geometric mathematical model to explain that the Earth was revolving around the Sun, rather than the Sun revolving around the Earth.  The geocentric model was the accepted hypothesis during this time (especially Aristotle's 'universe' which was accepted for many centuries). This model showed the Earth in the center with the Sun and other planets revolving around it.  This was a very popular belief during the time of ancient civilizations until up to Copernicus' time.  Although the geocentric model of the Solar System seems absurd to us today, this hypothesis was very logical during the time when technology was not as advanced as it is today.  Observers on Earth during the era where the geocentric model was thoroughly explained (approximately 611 BC - 140 AD), saw the Sun rise in the east and set in the west. Each of the celestial objects observed seemed a lot smaller than the Earth, and most importantly they always saw the Moon.  The stars were accepted to be much larger than Earth. Thus, the sphere they were located on moved slowly around the Earth in a diurnal motion (rise east, set west). These specific reasons alone, convinced people that the Sun and planets were revolving around the Earth. The Earth never 'leaves' the Moon, so if the Earth revolved around the Sun then the Earth would leave the Moon behind.  Another belief during that time was that because everything heavy on Earth was impossible to move (such as a boulder), then the massive Earth was too huge and sluggish to be able to revolve around anything.  This belief held strong and a well-known philosopher, Aristotle came along and proposed a hypothesis supporting the geocentric model.  His model was accepted for centuries.


Background Information: Geocentric Model

Aristotle stated that the Earth was spherical and at rest (note: most people at this time believed the Earth was spherical and not flat).  To prove that the Earth was at rest, he noted that if the Earth was truly in motion, the observers would see the stars in the night sky move instead of being in their fixed positions (this excludes rising and setting).  An interesting observation that Aristotle stressed was that because the Earth is spherical, lunar eclipses show shadow segments as a curved line instead of a flat line.  Also, when one travels north or south, the stars position appear to change.  Because of this, he stated that the stars were also on a celestial sphere and this allowed them to retain their positions.  Aristotle expanded a hypothesis made by his predecessors (Anaximander, Pythagoras, Plato, Eudoxus). Eudoxus came up with a model that tried to explain the geocentric model.  His model contained 27 spheres: the stars had 1 (diurnal motion), the Moon had 3 (diurnal motion, monthly movement with respect to the stars: eastward, and deviation from the ecliptic: 5 degree tilt of orbit), the Sun had 3 (diurnal motion, annual motion east with respect to stars, and one to keep symmetry with the Moon), 4 orbits for each of the 5 planets: Mercury, Mars, Venus, Jupiter and Saturn (diurnal motion, prograde motion, and 2 for retrograde motion).  Aristotle elaborated and modified Eudoxus' model by adding 28 more spheres to have a total of 55 spheres for his model.  Aristotle also added that the 4 elements seen in chemistry (earth, water, air, and fire) had their own natural motion toward their natural place in the universe: Earth downward, fire upward, water and air falling in between. He also mentioned that the Earth was not orbiting the Sun because then they would observe a heliocentric parallax. This means that if the Earth was revolving around the Sun, they would have seen the positions of the stars change with the seasons. In other words, there would be an observable parallax of the stars. One cannot see stellar parallax with the naked-eye, so Aristotle concluded that the Earth must be at rest. However, the stars are so far away, that one needs a good telescope to measure stellar parallax. The first measured parallax was in 1838.

Figure 3. Heliocentric parallax (not seen with naked eye). The movement of a nearby star relative to the background of much more distant stars

 Aristotle's hypothesis was supported with logic that made sense during his time. For about a century, his hypothesis was widely accepted by scholars and the public. One man skeptical of Aristotle's hypothesis, came along hoping to change everyone's mind.


Aristarchus of Samos and the Heliocentric Hypothesis

Aristarchus was a Greek astronomer/mathematician noted as being the first to propose a model that placed the Sun at the center of the 'universe' and the planets revolving around it. Aristarchus also believed that the stars in the 'universe' were like the Sun; they were just further away.  Because of this, there is no observable parallax (to the naked eye). Since the telescope did not exist at the time, this idea was rejected. Note that the first telescope that gained much attention was Galileo's. It is said that he was not the first to invent the telescope, but his telescope gained popularity due to what he observed. His contributions to observational astronomy include the telescopic confirmation of the phases of Venus, the discovery of the four largest satellites of Jupiter (named the Galilean Moons in his honor), and the observation and analysis of sunspots. It is said that Aristarchus explained the heliocentric system through geometric models (before Copernicus). He described a spherical Moon illuminated by the Sun which was closer to the Earth than the Sun. However, his hypothesis may have been rejected due to Aristotle's logical (at the time), popular theory. Did Aristarchus propose and support this hypothesis before Copernicus? Did Copernicus get credit for Aristarchus' work? I plan to answer these questions, but there is something I must note: it is said that Aristarchus' original text was lost/destroyed in Alexandria. Fortunately, some of his work has been retrieved and academics such as Archimedes, an ancient Greek mathematician/physicist/engineer/astronomer referenced Aristarchus' hypotheses.


Aristarchus' Surviving Work

 Interestingly enough, Aristarchus' only known surviving work (included in Book VI of the Collection preserved by students of Pappus of Alexandria) is based on a geocentric viewpoint named On The Sizes And Distances Of The Sun And Moon. Why this is the case is unknown, however it might be a possibility that this is his only work regarding the geocentric model, and his later work on the heliocentric model could have been destroyed due its rejection. Because his other work was destroyed, and I don't have access to them, I cannot speculate any further. On Sizes contains geometric mathematical models of the Earth and luminaries. These mathematical models were used to derive sizes and distances of the Earth, Sun and the Moon. The text begins with 6 assumptions referred to as 'hypotheses.'  There are two groups of hypotheses included in On Sizes. The first group consists of three hypotheses:

  1. That the Moon receives its light from the Sun.
  2. That the Earth has the ratio of a point and a center to the sphere of the Moon. 
  3. That, when the Moon appears to us halved, the great circle dividing the dark and the bright portions of the Moon points toward (neÚein e„j) our eye.

These hypotheses are considered to be geometric. This means that they explain the celestial world with mathematics. They do not explain the 'natural' world (the world the people live in). The next set of hypotheses are considered to be computational. This means that they were used as assumptions of the physical or 'natural' world. Numerical variables were used to try to solve these assumptions:

      4. That, when the Moon appears to us halved, its distance from the Sun is less than a
quadrant by a thirtieth of a quadrant [87◦].
      5. That the breadth of the shadow is two Moons.
      6. That the Moon subtends a fifteenth part of a zodiacal sign [2◦].

Hypothesis #5 means that the width of the Earth’s shadow falling on the Moon’s orbit appears to us as twice the angular span of the Moon.

To explain these hypotheses, Aristarchus came up with 3 propositions. 18 propositions follow after containing the demonstrations.

Aristarchus proposed that the distance of the Sun from the Earth is greater than eighteen times, but less than twenty times. The distance of the Moon according to the hypothesis (concerning the dividing in half); is that the diameter of the Sun has the same relationship to the diameter of the Moon; and that the diameter of the Sun has a relationship to the diameter of the Earth greater than that of 19 to 3, but less than that of 43 to 6. He tried to prove these ideas with mathematical models. These models would later be called the Lunar Dichotomy (Figure 4 and 5) method and the Eclipse Diagram.

Figure 4. Lunar Dichotomy:


Figure 5. Aristarchus' Diagram of Lunar Dichotomy. Top picture: from left to right - Sun, Earth, Moon. Bottom Picture: from top to bottom - Moon, Earth, Sun 
Aristarchus claimed that at half Moon (1st or 3rd quarter Moon), the angle between the Sun and the Moon was 87 degrees. Using geometry (lengths and angles), Aristarchus proposed that the Sun was 18 times further away (from the Earth) than the Moon. Although he is correct about the fact that the Moon is closer to the Earth compared to the Sun's proximity to Earth, his reference/datum of 87 degrees was inaccurate, skewing his results. The Sun is now shown to be about 400 times away from the Earth compared to the Moon and also about 400 times the size of the Moon.  Because these two values can 'cancel out,' the Sun usually looks the same size or a bit larger than the Moon.  Knowing this, one can understand why people during Aristotle's time (and other ancient civilizations) thought that the Earth was huge and the Sun and the Moon were small objects that orbit the Earth. There are a number of mathematical formulas (trigonometry and geometry) that Aristarchus used to calculate and prove his hypotheses.  I will include all references if anyone is interested in looking at his work.


Aristarchus & The Heliocentric Model/System

Aristarchus' other work supposedly on the heliocentric model, have been lost or destroyed.  However, multiple scholars have accredited him for hypothesizing a heliocentric model.  Archimedes, who cited Aristarchus with the most detail is known for building off and modifying Aristarchus and other scholars' work. One of Archimedes' surviving work, The Sand Reckoner mentions Aristarchus' hypothesis on the heliocentric model.  Archimedes states that Aristarchus proposed a universe much greater than what was thought during their time (c. 287 BC – c. 212 BC).  According to Archimedes (this has been translated):

"His hypotheses are that the fixed stars and the Sun remain unmoved, that the Earth revolves about the Sun in the circumference of a circle, the Sun lying in the middle of the orbit, and that the sphere of the fixed stars, situated about the same centre as the Sun, is so great that the circle in which he supposes the Earth to revolve bears such a proportion to the distance of the fixed stars as the centre of the sphere bears to its surface. Now it is easy to see that this is impossible; for, since the centre of the sphere has no magnitude, we cannot conceive it to bear any ratio whatever to the surface of the sphere. We must however take Aristarchus to mean this: since we conceive the Earth to be, as it were, the centre of the universe, the ratio which the Earth bears to what we describe as the 'universe' is the same as the ratio which the sphere containing the circle in which he supposes the Earth to revolve bears to the sphere of the fixed stars. For he adapts the proofs of his results to a hypothesis of this kind, and in particular he appears to suppose the magnitude of the sphere in which he represents the Earth as moving to be equal to what we call the 'universe.''

 Archimedes stated that in Aristarchus' original text, the 2 degree for the angle subtended by the Sun and Moon is actually too large.  He clarifies that according to Aristarchus' meticulous calculations and correct use of the evidence of eclipses, it was actually stated to be 1/2 degree. This could have been an error during translation. Archimedes has also cited Aristarchus multiple times in his work. These excerpts are from The Sand Reckoner: 

"I say then that, even if a sphere were made up of the sand, as great as Aristarchus supposes the sphere of the fixed stars to be, I shall still prove that, of the numbers named in the Principles*) some exceed in multitude the number of the sand which is equal in magnitude to the sphere referred to, provided that the following assumptions be made." (p.222)

 "It is true that, of the earlier astronomers, Eudoxus declared it to be about nine times as great, and Pheidias my father twelve times, while Aristarchus tried to prove that the diameter of the Sun is greater than 18 times but less than 20 times the diameter of the Moon. But I go even further than Aristarchus, in order that the truth of my proposition may be established beyond dispute, and I suppose the diameter of the Sun to be about 30 times that of the Moon and not greater." (p.223)

"I make this assumption because Aristarchus discovered that the Sun appeared to be about 1/720 part of the circle of the zodiac, and I myself tried, by a method which I will now describe, to find experimentally (untranslated text) the angle subtended by the Sun and having its vertex at the eye (untranslated text)." (p.223)
  
"From this we can prove further that a sphere of the size attributed by Aristarchus to the sphere of the fixed stars would contain a number of grains of sand less than 10,000,000 units of the eighth order of numbers [or 10^56+7 = 10^63]." (p. 232)

Archimedes' Sand Reckoner work is similar to that of On Sizes. It begins with a number of hypotheses, two of which are explicitly based on the preceding work of Aristarchus. From these assumptions, Archimedes proceeds to develop a more accurate measurement (measurements and sizes are a lot larger today) for the size of a greatly expanded cosmos. He then filled this cosmos with sand to exhibit a number. He used a method well known to Greek mathematicians: the ratio of the volumes of two spheres is the third power of the ratio of their diameters. Because he wanted a cosmos that was as large as possible, he introduced a heliocentric hypothesis, which he attributed to Aristarchus. According to Kings Academy abbreviated version of The Sand Reckoner,

"He begins with a poppy seed which, you will recall, was not less than one 40th of a finger-breadth. A sphere of diameter 40 poppy seeds would therefore have a volume no greater than 64,000 poppy seeds. Since each poppy seed contains no more than 10,000 grains of sand, a sphere of one finger-breadth contains at most 640,000,000 grains of sand. The latter number consists of 6 units of the second order plus 40,000,000 units of the first order, a quantity that is not more than 10 units of the second order in Archimedes’ numbering scheme. A sphere of one finger-breadth contains no more than 10 units of the second order of sand grains."

Diameter of Sphere          Number of Grains of Sand 
100 finger-breadths             < 1,000,000 x 10 = 10,000,000 units of the second order

10,000 finger-breadths        < 1,000,000 x previous number < 100,000
units of the third order

The Greek measure of larger distances, the stadium, is less than 10,000 finger-breadths, according to Archimedes. Thus, 
one stadium                          < 100,000 units of the third order
100 stadia                             <1,000,000 x prev. number< 1,000 units of the fourth order

10,000 stadia                         < 1,000,000 x previous number < 10 units of the fifth order

1,000,000 stadia                    < 10,000,000 units of the fifth order

100,000,000 stadia                < 100,000 units of the sixth order

10,000,000,000 stadia           < 100,000 units of the sixth order

 A sphere of the size attributed by Aristarchus to the sphere of fixed stars would contain a quantity of sand no greater than 10,000,000 units of the eighth order of numbers. (i.e., 10^63). Archimedes made the working assumption that the distance of the fixed stars was in the same relation to the radius of the Earth's orbit as that orbit was in relation to the Earth itself. Under these conditions, he could demonstrate that stellar parallax would have been beyond then-current observers' ability to detect (with the naked eye since telescopes were not invented at that time). Using Aristarchus' work, Archimedes concluded that these findings would be incredible to anyone who did not study mathematics, however, the ones who had given thought to the question of the distances and sizes of the Earth, the Sun, the Moon and the whole universe, the proof would carry conviction. His ideas were also rejected due to no observable parallax.  It is also said that Archimedes was killed by a Roman soldier.  There are multiple accounts of how and what he was doing before he died, this is one example (translated from Latin):

"I should say that Archimedes’ diligence also bore fruit if it had not both given him life and taken it away. At the capture of Syracuse Marcellus had been aware that his victory had been held up much and long by Archimedes’ machines. However, pleased with the man’s exceptional skill, he gave out that his life was to be spared, putting almost as much glory in saving Archimedes as in crushing Syracuse. But as Archimedes was drawing diagrams with mind and eyes fixed on the ground, a soldier who had broken into the house in quest of loot with sword drawn over his head asked him who he was. Too much absorbed in tracking down his objective, Archimedes could not give his name but said, protecting the dust with his hands, “I beg you, don’t disturb this,” and was slaughtered as neglectful of the victor’s command; with his blood he confused the lines of his art. So it fell out that he was first granted his life and then stripped of it by reason of the same pursuit."

Archimedes was not the only one who cited Aristarchus' work, other ancient authorities unanimously attribute the heliocentric system to Aristarchus. Plutarch (c. 100 AD), a Greek historian, biographer and essayist gave a similar brief account of Aristarchus' hypothesis, stating specifically that the Earth revolves along the ecliptic and that it is at the same time rotating on its axis. In the first two excerpts from Plutarch's work called On the Apparent Face in the Orb of the Moon, Plutarch cites Aristarchus' work On The Sizes And Distances Of The Sun And Moon, the third one cites Aristarchus' idea that the Earth revolved around the ecliptic path and rotated around its own axis:

"And consider, leaving out of the case the other fixed stars and planets, what Aristarchus points out in his treatise ‘ Upon Magnitudes and Distances,’ that the distance of the Sun is more than eighteen times, but less than twenty times the distance of the Moon, by which she is separated from us: and yet the computation that gives the greatest elevation to the Moon says she is distant from us fifty-six times the space from the center of the Earth [to the circumference]: this length is of forty thousand stadia, according to those who make a moderate calculation of it. And, calculated from this basis, the Sun’s distance from the Moon amounts to over four thousand and thirty myriads of stadia. So far, then, is she separated from the Sun by reason of her weight, and approximated to Earth, that if one must define substances by localities, the constitution and beauty of Earth attracts the Moon, and she is of influence in matters and over persons upon Earth, by reason of her relationship and proximity. And we do not go wrong, I think, when we assign to those bodies above denominated such immense depth and distance, and leave to that which is below a certain circular course and broadway as much as lies between Earth and the Moon: for neither the man who pretends the summit of heaven to be the sole ‘above,’ and denominates all the rest as ‘below,’ is reasonable in his definition; nor yet is he who circumscribes ‘below’ by the limits of Earth, or rather by the Center, to be listened to: but even moveable. . . . inasmuch as the universe allows of the interval required by reason of its own extensiveness."


"But Aristarchus proves that the Moon’s diameter bears a proportion [to that of Earth] which is less than sixty to nineteen, but somewhat greater than one hundred and eight to forty. Consequently Earth entirely takes away the Sun from sight, by reason of her magnitude; for the obstruction she presents is extensive, and endures the space of a night, whereas the Moon, even though she may occasionally hide the Sun, the occultation has no time to last, and no extensiveness, but some light shows itself round his circumference that does not allow the darkness to become deep and unmixed. Aristotle (the ancient one, I mean) gives as one cause, besides some others, of the Moon’s being seen eclipsed more frequently than the Sun, ‘that the Sun is eclipsed by the obstruction of the Moon, whereas the Moon is . . . .’ But Posidonius thus describes the phenomenon: ‘The eclipse is the conjunction of the Sun and the shadow of the Moon, of which the eclipse . . . . for to those people alone is the eclipse visible from whom the Moon’s shadow shall occupy and block out the sight of the Sun.’ And when he agrees that the shadow of the Moon is projected as far as us, I do not know what more he has left himself to say, for of a star there can be no shadow, because that thing which is unillumined is designated shadow—now light does naturally not produce shadow, but destroy it.” 


"Thereupon Lucius laughed and said: "Oh sir, just don't bring suit against us for impiety as Cleanthes thought that the Greeks ought to lay an action for impiety against Aristarchus the Samian on the ground that he was disturbing the hEarth of the universe because he sought to save the phenomena by assuming that the heaven is at rest while the Earth is revolving along the ecliptic and at the same time is rotating about its own axis."

The heliocentric model (the one Aristarchus thought to be true), was rejected due to a non-observable parallax.  As mentioned previously, Aristarchus hypothesized that the stars were extremely far from Earth and that is why they did not observe a heliocentric parallax.  Plutarch mentions in the last excerpt above that Aristarchus assumed that the heaven was at rest, while the Earth was revolving and rotating.

Vitruvius - a Roman author, architect, civil engineer and military engineer during the 1st century BC, known for his multi-volume work entitled De architectura - also cited Aristarchus in his work:
   
"Those unto whom nature has been so bountiful that they are at once geometricians, astronomers, musicians, and skilled in many other arts, go beyond what is required of the architect, and may be properly called mathematicians, in the extended sense of that word. Men so gifted, discriminate acutely, and are rarely met with. Such, however, was Aristarchus of Samos..." (p.4)

 "I shall now subjoin what Aristarchus, the Samian mathematician, learnedly wrote on this subject, though of a different nature. He asserted, that the Moon possesses no light of its own, but is similar to a speculum, which receives its splendour from the Sun’s rays. Of the planets, the Moon makes the smallest circuit, and is nearest to the Earth; whence, on the first day of its monthly course, hiding itself under the Sun, it is invisible; and when thus in conjunction with the Sun, it is called the new Moon. The following day, which is called the second, removing a little from the Sun, it receives a small portion of light on its disc. When it is three days distant from him, it has increased, and become more illuminated; thus daily elongating from him, on the seventh day, being half the heavens distant from the western Sun, one half of it shines, namely, that half which is lighted by the Sun. 4. On the fourteenth day, being diametrically opposite to the Sun, and the whole of the heavens distant from him, it becomes full, and rises as the Sun sets; and its distance being the whole extent of the heavens, it is exactly opposite to, and its whole orb receives, the light of the Sun. On the seventeenth day, when the Sun rises, it inclines towards the west; on the twenty-first day, when the Sun rises, the Moon is about mid-heaven, and the side next the Sun is enlightened, whilst the other is in shadow. Thus advancing every day, about the twenty-eighth day it again returns under the rays of the Sun, and completes its monthly rotation. I will now explain how the Sun, in his passage through a sign every month, causes the days and hours to increase and diminish." (p.109-110)
  
"The semicircular form, hollowed out of a square block, and cut under to correspond to the polar altitude, is said to have been invented by Berosus the Chaldean; the Scaphe or Hemisphere, by Aristarchus of Samos, as well as the disc on a plane surface;"

In this case, Vitruvius is stating that Aristarchus created two new types of sun-dials, one with a full, concave, hemispherical surface, and another with a fully circular equatorial dial with a nodus. The hemispherical shaped sun-dial was named the hemispherium or scaphe and the fully circular one was called the discus (a disc on a plane surface).

Figure 6. hemispherium or scaphe


Figure 7. Similar to the discus

These inventions of the sundials are important to note because although the sundials do not prove heliocentrism, it does show Aristarchus' desire to look at the Sun's apparent position in the sky. All three of these ancient Greek authorities have cited Aristarchus' work. Not only on his measures of the distances between the Sun, Moon, and Earth but also of Aristarchus' work on the heliocentric model.  During this era however, Aristarchus' model and other scholars' work based on Aristarchus' model were rejected due to no observable parallax and how popular the geocentric model was during that time. About 1800 years later Copernicus proposed the heliocentric model and due to his evidence, and the time that he was living, his work about the heliocentric system was more popular with the public (one reason is because he did a lot of underground work). However, his work was disregarded by the Catholic Church because it did not fit Ptolemy's model.  Because Ptolemy's model was highly accepted within the Catholic Church, they did not believe that Copernicus' model/work proved much about a heliocentric model.  It is when Kepler, Galileo, and Newton's work are combined, that ultimately prove that the Earth really did revolve around the Sun and that the Sun was actually in the center of the solar system.  The Catholic Church put Copernicus' final published manuscript of De revolutionibus orbium coelestium on the forbidden list, but his work was popular among curious individuals of the public. Copernicus did cite Aristarchus in a earlier version (unpublished) of De Revolutionibus (which still survives), though he removed the reference from his final published manuscript. Some questions are why did he do that? And although he may have expanded on this model (with his own evidence), was the model similar enough to Aristarchus' that he should have been cited? Other scholars before Copernicus' time cited, or attributed the heliocentric model to Aristarchus and scholars after Copernicus' time cited their predecessors (even though they expanded/modified hypotheses/theories to fit observations).


Copernicus and the Heliocentric Model/System

Nicolaus Copernicus (19 February 1473 – 24 May 1543) was a Renaissance mathematician and astronomer who formulated a model of the universe that placed the Sun rather than the Earth at the center of the universe. His work that explained this was in a book he published called De revolutionibus orbium coelestium, translated to On the Revolutions of the Celestial Spheres. Copernicus first wrote the "Commentariolus" (40-page outline of an early version of his heliocentric theory of the universe) some time before 1514 and circulated copies to his friends and colleagues. In this short manuscript, he mentions his postulates/assumptions, the 'order' of the spheres, the apparent motion of the Sun, how 'Equal motion should be measured not by the equinoxes but by the fixed stars, information regarding the motion of the Moon, the 'superior' planets (Jupiter, Saturn, Mars during his era), Venus and Mercury. These excerpts are from "Commentariolus:"

  1. There is no one center of all the celestial circles or spheres.
  2. The center of the Earth is not the center of the universe, but only of gravity and of the Moon's orbit.
  3. All the planets revolve about the Sun as their mid-point, and therefore the Sun is the center of the universe.
  4. The ratio of the Earth's distance from the Sun to the height of the firmament is so much smaller than the ratio of the Earth's radius to its distance from the Sun that the distance from the Earth to the Sun is imperceptible in comparison to the height of the firmament.
  5. Whatever motion appears in the firmament arises not from any motion of the firmament, but from the Earth's motions. The Earth together with its circumjacent elements (NoteCopernicus is referring to the atmosphere and the waters that lie upon the surface of the Earth) performs a complete rotation on its poles in a daily motion, while the unmoved firmament and highest heaven abide unchanged.
  6. What appear to us as motions of the Sun arise not from its motion but from the motion of the Earth and our sphere, with which we revolve about the Sun like any other planet. The Earth has, then, more than one motion.
  7. The apparent retrograde and direct motion of the planets arises not from their motion but from the Earth's. The motion of the Earth alone, therefore, suffices to explain so many apparent inequalities in the heavens.
The Order of the Spheres

"The celestial spheres are arranged in the following order. The highest is the immovable sphere of the fixed stars, which contains and gives position to all things. Beneath it is Saturn, which Jupiter follows, then Mars. Below Mars is the sphere on which we revolve; then Venus; last is Mercury. The lunar sphere revolves about the center of the Earth and moves with the Earth like an epicycle. In the same order also, one planet surpasses another in speed of revolution, according as they trace greater or smaller circles. Thus Saturn completes its revolution in thirty years, Jupiter in twelve, Mars in two and one-half, and the Earth in one year; Venus in nine months, Mercury in three."

I must note that although Copernicus put the Sun in the center, and the planets revolving around the Sun, he still used epicycles to explain for retrograde motion of the planets.

Figure 8. Copernicus' illustrations on a heliocentric model that included epicycles

It isn't until Johannes Kepler comes along and publishes Astronomia nova (1609), Epitome Astronomiae Copernicanae (1617-1621), and Harmonices Mundi (1619) where he states that the orbits around the Sun are elliptical and not perfectly circular. This gets rid of epicycles because it explains for retrograde motion of the planets.

The Apparent Motions of the Sun

"The Earth has three motions. First, it revolves annually in a great circle about the Sun in the order of the signs, always describing equal arcs in equal times; the distance from the center of the circle to the center of the Sun is 1/25 of the radius of the circle. The radius is assumed to have a length imperceptible in comparison with the height of the firmament; consequently the Sun appears to revolve with this motion, as if the Earth lay in the center of the universe. However, this appearance is caused by the motion not of the Sun but of the Earth, so that, for example, when the Earth is in the sign of Capricornus, the Sun is seen diametrically opposite in Cancer, and so on. On account of the previously mentioned distance of theSun from the center of the circle, this apparent motion of the Sun is not uniform, the maximum inequality being 2 1/6Ćø. The line drawn from the Sun through the center of the circle is invariably directed toward a point of the firmament about 10Ćø west of the more brilliant of the two bright stars in the head of Gemini, therefore when the Earth is opposite this point, and the center of the circle lies between them, the Sun is seen at is greatest distance from the Earth. In this circle, then, the Earth revolves together with whatever else is included within the lunar sphere.
The second motion, which is peculiar to the Earth, is the daily rotation on the poles in the order of the signs, that is, from west to east. On account of this rotation the entire universe appears to revolve with enormous speed. Thus does the Earth rotate together with its circumjacent waters and encircling atmosphere.

 The third is the motion in declination. For the axis of the daily rotation is not parallel to the axis of the great circle, but is inclined to it at an angle that intercepts a portion of a circumference, in our time about 23 1/2Ćø. Therefore, while the center of the Earth always remains in the plane of the ecliptic, that is, in the circumference of the great circle, the poles of the Earth rotate, both of them describing small circles about centers equidistant from the axis of the great circle. The period of this motion is not quite a year and is nearly equal to the annual revolution on the great circle. But the axis of the great circle is invariably directed toward the points of the firmament which are called the poles of the ecliptic. In like manner the motion in declination, combined with the annual motion in their joint effect upon the poles of the daily rotation, would keep these poles constantly fixed at the same points of the heavens, if the periods of both motions were exactly equal. Now with the long passage of time is has become clear that this inclination of the Earth to the firmament changes. Hence it is the common opinion that the firmament has several motions in conformity with a law not yet sufficiently understood. But the motion of the Earth can explain all these changes in a less surprising way. I am not concerned to state what the path of the poles is. I am aware that, in lesser matters, a magnetized iron needle always points in the same direction. It has nevertheless seemed a better view to ascribe the changes to a sphere, whose motion governs the movements of the poles. This sphere must doubtless be sublunar."
Copernicus cited Aristarchus in his manuscript before he published a finalized version called De revolutionibus orbium coelestium. He ended up deleting the citations for the final draft. This deleted material, which was not printed in the first four editions of the Revolutions (1543, 1566, 1617, 1854), was incorporated in those published after the recovery of Copernicus' autograph (1873, 1949, 1972):

"The motion of the Sun and Moon can be demonstrated, I admit, also with an Earth that is stationary. This is, however, lea suitable for the remaining planets . Philolaus believed in the Earth's motion for these and similar reasons. This is plausible because Aristarchus of Samos too held the same view according to some people, who were not motivated by the argumentation put forward by Aristotle and rejected by him [Heavens, II, 13-14). But only a keen mind and persevering study could understand then subjects. They were therefore unfamiliar to most philosophers at that time, and Plato does not conceal the fact that there were then only a few who mastered the theory of the heavenly motions."

In this statement, Copernicus admits that Aristarchus proposed the heliocentric model before him (i.e theory of the heavenly motions), however, philosophers at the time rejected his theory because of Aristotle's popularity.  Although Philolaus was an important figure to Copernicus, Philolaus was not as accurate as Aristarchus was when explaining the 'heliocentric' model. Philolaus' ideas showed that the cosmos and everything in it was made up of two basic types of things, limiters and unlimiteds. Unlimiteds were defined as continua untouched by any structure or quantity; they included the traditional material elements such as earth, air, fire and water but also space and time. Limiters set limits in such unlimiteds and included shapes and other structural principles. Limiters and unlimiteds are not combined in a random way but are subject to a “fitting together” or “harmonia.” Philolaus' primary example of such a harmonia of limiters and unlimiteds is a musical scale, in which the continuum of sound is limited according to whole number ratios, so that the octave, fifth, and fourth are defined by the ratios 2 : 1, 3 : 2 and 4 : 3. Since the whole world is structured according to number, we only gain knowledge of the world as we grasp these numbers. The cosmos comes to be when the unlimited fire is fitted together with the center of the cosmic sphere (a limiter) to become the central fire. Philolaus was the precursor of Copernicus in moving the Earth from the center of the cosmos and making it a planet, but in Philolaus' system it does not orbit the Sun but rather the central fire. Aristarchus, however, was the first to propose a serious model of the heliocentric model using mathematical/physical evidence. It is notable that according to Plutarch, a contemporary of Aristarchus accused him of impiety for "putting the Earth in motion." This is important because it is stated that one reason Copernicus may not have cited Aristarchus in his published version of De revolutionibus orbium coelestium, was because Copernicus had no desire to inform or remind anybody that the religious head of an influential philosophical school had "thought that the Greeks ought to bring charges of impiety against Aristarchus." In other words, he did not want to take a strong stance on any side of the issue. One other reason Copernicus may have removed the citing of Aristarchus was because of how unpopular he was at the time of his publications. 

Aristarchus' work on the geocentric model (On the Sizes) was the only one that remained while his supposed work of the heliocentric model was destroyed or 'lost.' Multiple different scholars cite his heliocentric model/work and because of that we can accredit Aristarchus with the first logical model of the heliocentric system. Aristarchus and Copernicus still included epicycles in their models because they could not explain retrograde (keep in mind that their hypotheses revolved around the idea that the planets orbited in a uniform circular motion).  Anyway, should have Copernicus cited Aristarchus (keep his citations in the final draft)? I think that would have been the right thing to do, ethically. Even during their era, scholars cited other scholars' work.  Even though their system was not as meticulous as ours today, attributing a hypothesis or a theory to someone was considered a citation.  Even though I believe that Copernicus should have cited Aristarchus in his final text for ethical reasons, it is understandable why Copernicus did not cite Aristarchus in the final draft. For one, although his hypotheses revolve around Aristarchus' ideas, Copernicus put in time and effort and modified/built off of Aristarchus' original idea. Copernicus did not reuse the same idea. Also, if Copernicus truly did not include a citation for Aristarchus because he feared that no one would read or take his work seriously, it may have been a better idea for him to remove Aristarchus' name.  Even though Copernicus' work was popular among his friends and some people of the public, the Catholic Church banned his work and put it on the forbidden list (a list of books not RECOMMENDED to read). Copernicus published De revolutionibus the same year he died. When Copernicus started receiving positive feedback and popularity, he was already dead.  Who knows if he would have stated that Aristarchus was the first to propose a heliocentric model.


Conclusion

To conclude, although Aristarchus was known by others to be the first to propose a heliocentric model, Copernicus extended, modified and included his own evidence to support this new heliocentric hypothesis. Aristarchus' work isn't physically available (except for On the Sizes, which although contains a great amount of detail and measurements on the sizes of the Moon, Sun and Earth, it still describes a geocentric viewpoint). However, Copernicus' work survived and after his death, it was given to his pupil, Rheticus, who for publication had only been given a copy without annotations. Via Heidelberg, it ended up in Prague, where it was rediscovered and studied in the 19th century. Having a physical book is easier to trust than citations from scholars. Because of these reasons, Copernicus is known for the heliocentric model, but, he should be known as the one who revised it to the point where Kepler stated that Copernicus' model was the closest to the truth. Even though Copernicus was not the first to propose a hypothesis on a heliocentric model (many of his hypotheses, although edited came from Aristarchus' original proposition), he was still a great scientist. He worked his whole life using mathematics to find the truth. Inspired by his predecessors, he sought to prove that the sun was truly at the center of our Solar System. Even though he knew that he would probably get heat from the Catholic Church, he published anyway. His book was banned during his era, however when Kepler came along, he used Copernicus' ideas and his own mathematical evidence to prove that we truly live in a heliocentric system. Without scholars such as Aristarchus and Copernicus, Kepler wouldn't have been able to build off of existing hypotheses, Galileo may not have been influenced to observe the night sky, Newton would have never proposed his laws of motion (to answer Kepler's question) and Einstein may have never proposed a theory of general relativity and gravitational waves (to finish Newton's work). This domino effect is what is important in science.  One person might not get the credit for a certain discovery because multiple scientists/scholars contribute in a direct/indirect way.  Discoveries are still being made, theories are being challenged, and more information is added to existing hypotheses today. Cooperation, open-mindedness, being able to take criticism, skepticism, etc. are all important characteristics that these scholars had and what everyone should want to have and acquire if they want to be successful, especially if you're interested in diving into the fascinating world of science.  


 References

Aristarchus of Samos:













Archimedes & Aristarchus







Plutarch




Vitruvius




4) Scaphe

Copernicus & Aristarchus









Saturday, March 5, 2016

Sexual Selection: Humor - Males vs. Females

Sexual selection is a mode of natural selection where typically members of one biological sex choose mates of the other sex with whom to mate. There is usually competition between members of the same sex to sexually reproduce with members of the opposite sex. In humans, health, intelligence, social status, physical attractiveness and confidence are some examples of sexually selected traits. Recently, there have been studies done showing that humor may also be a sexually selected trait. In this post, I will further discuss these studies, how the definition of humor differs between the two sexes (male and female), how it may differ among societies/cultures, and whether or not it can be considered a trait of sexual selection. 

Study #1: Production and Appreciation of Humor as Sexually Selected Traits
 According to a study published by researchers in 2006, both men and women preferred someone with a 'good sense of humor.' What did that mean? Did that mean that both men and women preferred funny partners? Did they prefer a partner who would laugh at their jokes? Well, the objective of this study was to define that term for men and women. The researchers created a questionnaire containing 14 statements. The questionnaire included three subgroups:
  1. The importance of a relationship partner’s good sense of humor (6 items)
  2. The importance of a relationship partner’s receptivity to the participant’s own humor (4 items)
  3. The importance of a relationship partner’s production of humor (4 items)
Participants rated their agreement on a seven-point scale (1=strongly disagree, 4=neither agree nor disagree, 7=strongly agree). They were then given two other questionnaires for further analysis of the participants' preferences. First, they read two scenarios/situations where they hypothetically met someone in one of three different locations: a bus, a cafeteria and a bar. They were then asked to choose to put the two individuals in a category: one night stand, long-term partner, short-term partner, a date, or a friendship. An example of one of the scenarios is:
"Please imagine that you are taking the bus to school, and that an attractive young woman (man) you have never met before strikes up a conversation with you. You talk about school, which classes you are taking, and what you might do after you graduate. You have a very friendly conversation with her (him), and she (he) jokes around with you. There are several times when something she (he) says makes you laugh. When you make joking comments, she (he) does not laugh that much at your jokes. You obviously haven’t offended her (him) with your comments, it simply seems that they don’t seem to suit her (his) sense of humor. When the bus comes to your stop, you both exchange phone numbers, and you consider whether you will call her (him) or not."
In each scenario, one individual was receptive to the participant’s own (hypothetical) humor but also produced humor the participant did not enjoy. The individual in the other scenario produced humor the participant enjoyed but was not receptive to the participant’s humor. In the above example, the individual produced humor that the subject 'enjoyed', but did not laugh or was not receptive to the participant's joke.
The results of "the categorization questionnaire (the rating scale questionnaire) suggest that women value a partner who can produce humor and who is receptive to their own humor, whereas men value only a partner’s receptivity to their own humor." However, during their scenario-based questionnaires, women valued humor production, whereas men valued receptivity to their humor. Only when evaluating women for just friendship purposes, men showed a more direct preference for humor production. This exception is understandable when it comes to sexual selection. If a man is looking for a friendship (strictly) with a woman, they are most likely not trying to impress, attract, or compete for them in terms of reproduction, relationship, dating, etc. In this case, they don't mind whether or not the woman finds them funny, but they prefer that the woman can also bring her humor to the table when hanging out. This study suggests that women tend to prefer a partner who has a 'good sense of humor' (someone who can make them laugh), and men generally prefer a partner who will be receptive, or laugh at their jokes.

Study #2: Sex Differences in Preferences for Humor: A Replication, Modification, and Extension
One study does not solely prove that humor is a sexually selected trait. There also may be biases and confounding variables that may alter or skew the data. Fortunately, other scientists have modified, extended and tried to replicate Study #1. Replicating or trying to verify experiments/studies only further proves or can disprove the existing hypotheses. Researchers from the Department of Psychology at the University of Miami published a study that tried to replicate the 2006 study (Study #1). They also included modifications and extensions to the study. First, they conducted a replication of Study #1 (one of the initial studies that reported on sex differences in humor). Second, they modified the original methods of Study #1 to verify the scale used to measure sex differences, and lastly, they used methods from other researchers who have also worked on this concept, to find the extent to which men and women view humor production and appreciation as luxuries (something that would be nice but not needed or exactly preferred) versus necessities (something they would prefer a partner to have) when selecting a long-term romantic partner.
Study #2 sample size consisted of 83 ethnically diverse individuals: 38 men and 45 women. The researchers gave the same questionnaires with the same scaling method to the participants as Study #1 (replication). They then gave participants a questionnaire that was not included in Study #1. This questionnaire was a modification to the original study. Participants were told to imagine a world in which they could purchase traits to design an ideal long-term romantic partner. The traits provided were:
  1. Makes me laugh
  2. Finds me humorous
The participants were given a budget and for each dollar they spent on their ideal long-term partner, the percentile of their partner went up by 10% in that specific category. For example, if the participant spent $6.00 on 'makes me laugh,' then their ideal long-term partner would have a 60% in that category. If the participant added another $4.00 into 'makes me laugh', then the partner's total percentage would be 100% (the highest in that category). Another modification that the researchers in Study #2 added was that they gave a new questionnaire and changed the factor scale of Study #1's 14 statement questionnaire. They got rid of the 'importance of a partner's sense of humor (6 items)' and focused more solely on production of humor in a partner and the receptivity of the partner's own humor. The researchers in Study #2 did this so that they could eliminate any biases and confusion toward the definition 'sense of humor.' Sense of humor could mean a variety of things to an individual, and controlling for any confounding variables and/or biases in a study is always ideal.
The researchers found (modified version of the first questionnaire with the rate scale) that men showed a significant preference for: their partner’s receptivity to their own humor rather than their partner’s ability to produce humor. Women also showed a significant preference for: their partner’s receptivity to their own humor at a similar rate to their partner's ability to produce humor. However, compared to men, women preferred their partner's ability to produce humor more than their partner's receptivity to their own humor. The researchers also factored in whether or not the type of relationship was important (just like Study #1). They found that in long-term relationships and on a date, women preferred (more than men) that their potential partner would be a humor producer. When asked about short-term relationships, one night stands, and friendships, both men and women did not differ proportionally about whether they preferred a partner who could produce humor. A possibility for this is that when looking for a potential long-term partner, a woman/man will factor in traits such as good health, creativity, confidence, etc. The reason why is because if there are possible 'good' heritable traits that could be passed on to potential offspring, then that would be preferable rather than passing on 'unfavorable' traits. Even if there isn't a potential offspring (to pass on genes), women prefer a man who can produce humor and men prefer a woman who will laugh or be receptive to their humor for competitive reasons. For long-term relationships or dates that lead to a long-term relationship, if a man knows that they found a partner who is attracted to and laughing at their jokes, then they know that the woman is interested in them, their humor, their creativity, etc. Similarly, if a woman finds a long-term partner who is able to make them laugh, then they can assume that their partner is interested in keeping them entertained and intrigued in the relationship. Both women and men have a pretty low preference of humor production for partners who are short-term, one night stands, or just for friendship. This may be due to the fact that there is no long-term effort/time or competition to keep that partner around.
In the budget experiment, the researchers found that at their lowest budget size of $5.00, men spent a larger percentage of their money on a partner’s humor receptivity than did women. At their budget of $10.00, men continued to spend a larger percentage of their money on a partner’s humor receptivity than did women. The researchers note that the proportion spent on humor receptivity in the low and medium budgets did not differ for men, but increased for women. At their largest budget of $15.00, men again spent more on a mate’s humor receptivity than did women. The researchers concluded that more robust sex differences came about once subjects were asked to make trade-offs. When asked to select either a humor producer or humor appreciator in long-term relationships/dates, women chose humor producer more often than humor appreciator. Women's preference for a humor producing mate was not as clear when asked for short-term partners. Women found humor production more of a necessity and humor receptivity more of a luxury, whereas men found humor receptivity more of a necessity and humor production more of a luxury.
Limitations: Researchers stated that their subjects were young college students and may not have had much experience with relationships/dating. 

 Non-Western Study
To consider 'humor' as a sexually selected trait in humans, these behaviors associated with humor production and receptivity of humor among men and women must be very similar or the same throughout cultures. As of now, we can only assume that men who produce humor and women who are receptive to their potential partner's humor are ideal in a Western culture (especially among younger individuals). There is few cross-cultural research published today, so we cannot be definite when stating that "humor" is a sexually selected trait. One study conducted by researchers on Tsimane women in Bolivia:
"Participants were 101 women, aged 14–70 years, living in four separate communities situated along the Maniqui, Cuverene, and Apere rivers. The four communities chosen for the study varied in their acculturation, proximity, and contact with the market economy outside Tsimane territory. The sample included 29 women from one of the more acculturated villages (acculturation based upon market, health, and social exchange with Bolivian nationals), 36 and 14, respectively, from moderately acculturated villages, and finally, 24 women from a village of very low acculturation (101 total women). They were asked to participate in a questionnaire regarding social and behavioral qualities of other women living in their area. Ideally, to determine whether women were attempting to manipulate the reputations and attractiveness of others, behavioral observation on gossiping patterns would have provided the advantage of measuring actual behavior rather than reported opinions."
It is not a direct study to measure attractiveness of humor, but this study was designed to see whether assessments of personal characteristics affected judgments of women’s attractiveness by other women in a native community, and which characteristics were most related to attractiveness ratings. The variable 'humor' was predicted by the researchers to increase attractiveness reports, but, results found that it was not significantly related to the ratings of attractiveness. The researchers stated that one reason could be that humor may be a trait that women prefer more in males and, thus, may be unrelated to female judgments of female qualities and attractiveness. However, there is another explanation the researchers state that take into account the Tsimane culture and society. Humor may not have affected the rating (of how 'attractive' another woman is) because 'humor' in Tsimane groups revolve around making fun of others, and laughing at their expense. The researchers found that the perception on the question relating to humor seemed to vary and often was perceived as 'knowing how to make fun of others.' With this in mind, women may have seen being called 'humorous' as someone who was desired just as a friend and/or a person who would gossip behind someone else's back.

The different cultural/societal definitions of 'humor' can effect whether or not humor production or receptivity of humor can be noted as a sexually selective trait. If other cultures have a contextually different meaning for humor (someone who gossips), then being a humor producer in their society is not ideal when looking for a mate/relationship. This study shows that humor can be perceived differently (at least with the Tsimane people). 

Can Humor be a Sexually Selective Trait?
These studies and others show that both men and women (and possibly different cultures) define and prefer different types of humor Some studies suggest that these differences in the sexes - especially humor production - could be due to the fact that it reveals creativity, confidence, and possibly intelligence (although there haven't been many studies on intelligence and its relationship to humor, since intelligence is a complicated trait to measure). One study found (based on their results), that verbal humor (in men) was used in social situations and attracting mates. On average, men were funnier than women and because of that, men were signaling their mate quality through their humor ability. Women were more responsive to humor and because they were more likely to prefer a partner who can produce humor, men were more likely to be motivated to display their humor ability.
If we look at the studies done as of now, both young women and men (especially in a Western society) prefer their partner to have a 'good sense of humor.' Men prefer a partner who will be receptive towards their own humor and women prefer a partner who will produce humor. Because of that, men tend to be 'funnier' compared to women. Because men do not necessarily prefer a woman who can make them laugh or tell them jokes, women tend to be less funny because they do not have to be funny to attract a mate. On the other hand, because women prefer a mate who can produce humor, men are more 'pressured' to be funny. Thus, the reason why men tend to produce more humor than women (especially when attracting a long-term partner). Laughter stimulates both cognitive and emotional areas in the brain (reward system). For that reason, women might also look for a partner who can produce humor to stimulate those areas of the brain. If the woman wants to reproduce - because she must invest time in to having/raising the offspring (9 month pregnancy, birth, and breastfeeding) - she must be cautious when picking her mate. If her potential partner is funny and can produce humorous jokes/stories, then that shows her that her potential mate is confident, socially competent and creative. Genes that can be passed down to offspring (especially male offspring) and growing up with a father that possesses traits such as confidence, competence, creativity, intelligence, etc., can increase the likelihood of not only a 'good set of genes' being passed down, but also beneficial traits that can assist the offspring in the future when looking for/attracting a potential mate. Humor, although it doesn't seem as important as good health, fitness, etc., may actually be a factor in multiple different traits as listed above. 'Humor' may be a sexually selective trait, however, more studies need to be done (factoring in age and culture) to get closer to the truth.

Note: Further cross-cultural research and studies must be done to try to verify/produce findings to support humor as a sexually selective trait. Also, further studies should be done on older people to see if these hypotheses hold true when factoring in age. If questionnaires are handed out to participants, researchers must still consider biases and confounding variables and should control for as many variables as they can.

References + Related Links