courseshub.world · Lives in Mathematics and Physics

Nicolaus Copernicus

Mikołaj Kopernik · Nicolaus Copernicus Thorunensis

A course in two strands: the life of a Prussian canon, physician and administrator who spent four decades rebuilding astronomy around a moving Earth, and the geometry that made the Sun-centred system hang together as a single measurable whole.

Born 19 February 1473, Toruń Died 24 May 1543, Frombork Book De revolutionibus, 1543 Level advanced undergraduate
Retrograde motion as Copernicus explained it. Earth (inner orbit) overtakes Mars in the six months around opposition; the plot at right shows the computed direction of Mars against the stars at the nine instants: forward, backward, forward.
Lesson 00

How to use this course

Nicolaus Copernicus put the Sun near the centre of the planetary system and set the Earth moving. That sentence is familiar. Less familiar is why he did it and what it bought him. His models were no more accurate than Ptolemy’s and used about as many circles. What the moving Earth gave him was coherence: one parameter, the size of the Earth’s orbit, fixed the order and the relative distances of every planet. This course explains that geometry, the physical objections he had to answer, and the life of a man who did his astronomy in the spare hours of a busy career in church administration.

Prerequisites for Part II
  • Plane geometry and trigonometry; vectors in the plane.
  • Complex numbers in polar form, \(re^{i\theta}\), used to compose circular motions.
  • For Lesson 08, Newtonian mechanics in a rotating frame at the level of a first mechanics course.
  • For Lesson 10, a little spherical geometry helps but is developed as needed.

Each technical lesson opens with a paragraph for the general reader, then gives precise statements in modern notation, derivations and exercises with folded solutions. Copernicus wrote in the language of Euclid and Ptolemy, with chords and proportions. The course translates freely and says when it does. The companion course on Tycho Brahe continues the story with the observations that tested Copernicus, and the course on Johannes Kepler with the ellipse that replaced his circles.

Reference

Timeline

1473Born 19 February in Toruń, Royal Prussia, youngest of four children of Niklas Koppernigk, a copper merchant from Kraków, and Barbara Watzenrode.
c. 1483His father dies. His maternal uncle Lucas Watzenrode, bishop of Warmia from 1489, becomes his guardian.
1491Enters the University of Kraków with his brother Andreas; studies there until about 1495 without taking a degree.
1496Autumn: begins canon law at Bologna; works with the astronomer Domenico Maria Novara.
14979 March: observes the Moon occult Aldebaran at Bologna. Succeeds to a canonry in the Warmia cathedral chapter.
1500In Rome; observes a lunar eclipse on 5–6 November.
1501–03Studies medicine at Padua.
150331 May: doctorate in canon law at Ferrara. Returns to Warmia as secretary and physician to his uncle at Lidzbark (Heilsberg).
1509Publishes a Latin translation of the letters of Theophylactus Simocatta.
by 1514The Commentariolus, a manuscript sketch of the heliocentric theory, is circulating; it is listed in a Kraków library catalogue dated 1 May 1514.
1516–21Administrator of the chapter’s estates at Olsztyn (Allenstein); directs the castle’s defence during the war with the Teutonic Order.
1517–26Writes on coinage: the quantity of money and the principle later called Gresham’s law; Monetae cudendae ratio (1526).
1533Johann Albrecht Widmanstetter explains the theory to Pope Clement VII in Rome.
15361 November: Cardinal Nikolaus von Schönberg writes urging him to publish.
1539May: Georg Joachim Rheticus, a young Wittenberg professor, arrives at Frombork and stays about two years.
1540Rheticus’s Narratio prima, the first printed account of the theory, appears at Gdańsk.
1542The trigonometry of the book is printed separately as De lateribus et angulis triangulorum. Late in the year Copernicus suffers a stroke.
1543De revolutionibus orbium coelestium printed at Nuremberg by Johannes Petreius, with an unsigned preface by Andreas Osiander. Copernicus dies at Frombork on 24 May.
1551Erasmus Reinhold’s Prutenic Tables, computed from Copernicus’s models.
1566Second edition, Basel.
16165 March: the Congregation of the Index suspends the book until corrected; corrections are issued in 1620.
2005–10Remains identified under Frombork Cathedral (announced 2008); reburied there on 22 May 2010.
Part I · Formation
Lesson 01

Toruń and Kraków, 1473–1496

Nicolaus Copernicus was born on 19 February 1473 in Toruń, a Hanseatic trading town on the Vistula that had passed to the Polish crown in 1466. His father, Niklas Koppernigk, had come from Kraków and traded in copper; his mother, Barbara Watzenrode, came from a wealthy Toruń merchant family. He was the youngest of four children. The family spoke German, the town lived from trade, and its politics were those of Royal Prussia, a province of the Polish kingdom with its own estates and privileges.

His father died around 1483. The children’s guardian became their mother’s brother, Lucas Watzenrode, a canon who in 1489 became bishop of Warmia (Ermland). Watzenrode was an able and forceful prince-bishop, and he planned church careers for his nephews. Nicolaus attended school in Toruń and, according to MacTutor, the cathedral school at Włocławek from 1488.

Kraków

In the autumn of 1491 Nicolaus and his brother Andreas enrolled at the University of Kraków, then one of the strongest centres of mathematical astronomy in Europe. The arts course included Euclid, the spherical astronomy of Sacrobosco, and the computation of positions from the Alfonsine Tables. Copernicus later owned a Latin Euclid printed at Venice in 1482, the 1492 edition of the Alfonsine Tables and Regiomontanus’s tables of directions. He stayed about four years and left without a degree, which was common for students who meant to study law abroad.

Lesson 02

Italy, 1496–1503

In the autumn of 1496 Copernicus began canon law at Bologna, the training his uncle wanted for a future member of the cathedral chapter. At Bologna he also learned Greek and worked closely with Domenico Maria Novara, the professor of astronomy, as an assistant and observer. On 9 March 1497 he watched the Moon pass in front of the bright star Aldebaran. He later used the observation in De revolutionibus. In the same year he succeeded to a canonry in the Warmia chapter at Frombork (Frauenburg), which gave him an income for life.

In the jubilee year 1500 he was in Rome, where he reportedly lectured on mathematics and astronomy, and he observed the lunar eclipse of 5–6 November. In 1501 he returned briefly to Warmia, was formally installed in the chapter, and obtained leave to study medicine at Padua, since the chapter needed a physician. He studied there from 1501 to 1503. On 31 May 1503 he took his doctorate in canon law at Ferrara.

Italy gave him three things: Greek, which opened Ptolemy and the ancient reports of a moving Earth; practice in observation; and medicine, which he practised for the rest of his life for his uncle, his fellow canons and the poor of Warmia.

Lesson 03

Lidzbark and the Commentariolus, 1503–1514

Back in Warmia, Copernicus served his uncle at the episcopal castle of Lidzbark (Heilsberg) as secretary and physician, accompanying him to diets and councils. In 1509 he published his only literary work, a Latin translation of the Greek letters of the Byzantine writer Theophylactus Simocatta. He moved to Frombork around 1510, and after his uncle’s death in 1512 he took up the duties of a canon there. He never took holy orders. When a later bishop pressed him in 1531 to become a priest, he declined.

The little commentary

Some time before May 1514 he wrote a short manuscript, known as the Commentariolus, and gave copies to a few readers. It was not printed until 1878. In it he said the old models offended him because they did not respect uniform circular motion, and he set out seven postulates:

  1. the heavenly spheres do not all have a single centre;
  2. the centre of the Earth is not the centre of the universe, only of gravity and of the Moon’s orbit;
  3. all the spheres surround the Sun, which is near the centre of the universe;
  4. the Earth–Sun distance is negligible compared with the distance of the fixed stars;
  5. the daily motion of the heavens comes from the Earth’s rotation;
  6. the Sun’s yearly motion comes from the Earth’s revolution, and the Earth has more than one motion;
  7. the apparent stations and retrogradations of the planets come from the Earth’s motion.

The tract then sketched models for each body, with an ordering of planets by period, and promised a larger work with the mathematics. That work took nearly thirty more years. Lessons 04–07 explain what the postulates mean geometrically, and why the fourth and seventh carry most of the weight.

Part II · Astronomy as physics
Lesson 04

The Ptolemaic inheritance

For the general reader. Ancient astronomers described each planet with circles turning at constant rates. Claudius Ptolemy, writing in Alexandria around AD 150, perfected a toolkit of three devices: the epicycle, the eccentric and the equant. Copernicus kept the first two and rejected the third. To see what he changed, we must first see what he inherited.

Goals
  • Describe the eccentric, the epicycle and the equant in vector form.
  • Prove that an eccentric and a suitable epicycle produce the same motion.
  • Understand why the equant troubled Copernicus.

Three devices

Work in the plane of the orbit and write positions as complex numbers. Uniform circular motion of radius \(r\) and rate \(\omega\) is \(re^{i(\omega t+\phi)}\). The ancient devices are sums of such terms.

  • Eccentric. A circle of radius \(R\) whose centre is displaced by a fixed vector \(c\) from the observer: \(z(t)=c+Re^{i\omega t}\).
  • Epicycle. A small circle carried on a large one (the deferent): \(z(t)=Re^{i\omega_1 t}+re^{i\omega_2 t}\).
  • Equant. An eccentric circle with centre \(C\), on which the planet moves so that its direction seen from a different point \(Q\) turns uniformly. The planet’s speed along its own circle is then not constant.
Theorem (Apollonius, Hipparchus; equivalence of eccentric and epicycle)

The eccentric \(z(t)=c+Re^{i\omega t}\) with \(|c|=e\) coincides with the motion on a concentric deferent of radius \(R\) carrying an epicycle of radius \(e\) whose radius vector keeps a fixed direction in space. More generally, \(Re^{i\omega_1t}+re^{i\omega_2t}=re^{i\omega_2t}+Re^{i\omega_1t}\): deferent and epicycle may be exchanged.

The proof is the commutativity of vector addition. The content is physical: the same path can be generated in several ways, so geometry alone cannot tell which circle is “real”. Copernicus used this freedom constantly.

The equant and the objection

For an outer planet Ptolemy used an epicycle whose centre moves on an eccentric deferent, with centre \(C\) at distance \(e\) from the Earth \(O\), and uniform angular motion as seen from the equant \(Q\), at distance \(2e\) on the same line. Placing \(C\) midway between \(O\) and \(Q\) is called bisecting the eccentricity. It fitted the data well. Lesson 06 of the Kepler course shows why: the equant reproduces Kepler’s area law to first order in the eccentricity.

Philosophically, though, the equant broke the rule that celestial motions are uniform and circular about their own centres. A sphere turning uniformly about one point cannot turn uniformly about another. Astronomers of the Maragha school in thirteenth-century Persia, and Ibn al-Shatir in fourteenth-century Damascus, had built equant-free models with extra epicycles. In the Commentariolus Copernicus gives the equant as his starting complaint. Lesson 07 shows how he removed it.

Exercise 4.1Show that the epicycle motion \(z(t)=Re^{i\omega t}+re^{-i\omega t}\) traces an ellipse centred at the origin, and find its semi-axes. Which choice of \(r\) gives a straight line?

Show solution
\(z=(R+r)\cos\omega t+i(R-r)\sin\omega t\), an ellipse with semi-axes \(R+r\) and \(|R-r|\). For \(r=R\) it degenerates to the segment \([-2R,2R]\) on the real axis. This is the Tusi couple of Lesson 07, seen in advance.

Exercise 4.2An eccentric has centre \(C=e\) (on the real axis) and radius 1; the planet moves uniformly about \(C\). Find the largest angle between the planet’s direction seen from \(O\) and seen from \(C\), to first order in \(e\). Where on the orbit does it occur?

Show solution
At angle \(\theta\) about \(C\), \(z=e+e^{i\theta}\). Then \(\arg z=\theta+\arg(1+ee^{-i\theta})\approx\theta-e\sin\theta\). The difference \(e\sin\theta\) is largest, equal to \(e\) radians, at \(\theta=\pm90^\circ\), when the planet is at mean distance, a quarter of the way round from the apsides. Ancient astronomers called this correction an “equation”.
Lesson 05

Retrograde motion and the two periods

For the general reader. Seen from the Earth, Mars drifts eastward among the stars, stops, backs up for about two months, stops again and resumes. Ptolemy explained the loop with an epicycle. Copernicus explained it as an effect of perspective: a faster Earth on an inside track overtakes a slower Mars. The same idea turns the timing of the loops into the true periods of the planets.

Goals
  • Derive retrograde motion from two circular orbits.
  • Prove the relation between synodic and sidereal periods.
  • See why the Sun appears in every Ptolemaic planetary model.

Relative motion

Let the Earth move on a circle of radius \(a_E=1\) with angular velocity \(n_E\) and a planet on a coplanar circle of radius \(a\) with angular velocity \(n\). The planet seen from the Earth is

\[ w(t)=ae^{int}-e^{in_Et}. \]

Its direction \(\arg w\) is the planet’s longitude against the stars. For an outer planet (\(a>1\), \(n<n_E\)) this is exactly a deferent of radius \(a\) carrying an epicycle of radius 1 that turns at the Earth’s rate, with the epicycle radius always parallel to the Sun–Earth line. That last fact is why the Sun appears in every Ptolemaic model of an outer planet, a coincidence that Ptolemy could state but not explain.

Proposition (retrograde motion)

For circular coplanar orbits with \(a>1\) and Kepler’s third law \(n\propto a^{-3/2}\), the geocentric longitude of an outer planet decreases during an interval centred on opposition, when Sun, Earth and planet are aligned with the Earth between. At opposition the apparent angular velocity is

\[ \dot\lambda=\frac{an-n_E}{a-1}<0 . \]

Derivation. At opposition put \(t=0\), so \(w=a-1\) is real and positive. Differentiating, \(\dot w=i(an-n_E)\), so \(\dot\lambda=\operatorname{Im}(\dot w/w)=(an-n_E)/(a-1)\). The orbital speed of the planet \(an\) is less than the Earth’s \(n_E\), so \(\dot\lambda<0\). Copernicus did not have the third law, but he did assume that the more distant planets move more slowly, which is all the argument needs. For inner planets the loop is centred on inferior conjunction.

Synodic and sidereal periods

Observers measure the synodic period \(S\), the time between successive oppositions (or conjunctions with the Sun). The sidereal period \(P\), the time to go round once relative to the stars, is what the heliocentric model needs.

Proposition (synodic–sidereal relation)

If the Earth’s sidereal year is \(T\), then

\[ \frac1S=\Big|\frac1P-\frac1T\Big|, \]

with \(1/S=1/T-1/P\) for outer planets and \(1/S=1/P-1/T\) for inner planets.

Proof. The angle between the Earth and the planet, seen from the Sun, changes at the rate \(|n_E-n|=2\pi|1/T-1/P|\). A synodic period is the time for this angle to change by \(2\pi\).

With this rule Copernicus could rank all the planets by sidereal period: Mercury, Venus, Earth, Mars, Jupiter, Saturn. In the geocentric system the order of Venus and Mercury relative to the Sun had been a matter of choice. In the heliocentric system period increases with distance without exception.

Exercise 5.1The synodic period of Mars is 779.9 days and that of Venus 583.9 days. Taking \(T=365.25\) days, compute their sidereal periods.

Show solution
Mars: \(1/P=1/365.25-1/779.9\), so \(P\approx687.0\) days. Venus: \(1/P=1/365.25+1/583.9\), so \(P\approx224.7\) days.

Exercise 5.2Jupiter returns to opposition every 398.9 days. Find its sidereal period in years. Why are Jupiter’s retrograde loops spaced only about a month apart in the calendar from year to year?

Show solution
\(1/P=1/365.25-1/398.9\) gives \(P\approx4330\) days \(\approx11.86\) years. Each opposition falls 33.6 days later than the last, so the loops march round the calendar slowly, completing the circuit of the zodiac in a Jupiter year.

Exercise 5.3Using the formula for \(\dot\lambda\) with \(a=1.524\) and \(n\propto a^{-3/2}\), find the apparent daily motion of Mars at opposition in degrees per day. The Earth moves about \(0.986^\circ\) per day.

Show solution
\(an/n_E=a^{-1/2}=0.810\), so \(\dot\lambda=n_E(0.810-1)/0.524\approx-0.363\,n_E\approx-0.36^\circ\) per day, retrograde.
Lesson 06

Measuring the system

For the general reader. Ptolemy could predict where a planet would appear but not how far away it was. Each planet had its own model, scaled as one liked. Copernicus’s great claim, in his dedication to Pope Paul III, was that with the Earth moving the parts were no longer like limbs taken from different bodies. The orbits fit together, and their relative sizes can be measured.

Goals
  • Prove that each Ptolemaic epicycle model encodes a heliocentric distance ratio.
  • Measure inner-planet distances from greatest elongation and outer-planet distances from quadrature.
  • Recover Copernicus’s table of relative distances.
Theorem (the Copernican scale)

Consider circular coplanar orbits about the Sun. (a) The geocentric direction of an outer planet with orbit radius \(a>1\) is the same as that of a planet on a deferent of radius \(R\) carrying an epicycle of radius \(r\) parallel to the Sun direction, where \(r/R=1/a\). (b) For an inner planet with \(a<1\), it is the same as that of a deferent carrying the planet’s epicycle, whose centre is always in the direction of the mean Sun, with \(r/R=a\). In both cases the ratio \(r/R\) is fixed by observation, while \(R\) itself is arbitrary in the geocentric model.

Proof. The geocentric vector is \(w=ae^{int}-e^{in_Et}\). For (a), scale by \(R/a\): the deferent term \(Re^{int}\) carries an epicycle \(-(R/a)e^{in_Et}\), parallel to the Earth–Sun line. For (b), regroup: the deferent term is \(-e^{in_Et}\), which points from Earth to Sun, and the epicycle is \(ae^{int}\). Scaling by \(R\) gives \(r/R=a\). Direction is unchanged by scaling, so only the ratio is observable from Earth.

Ptolemy’s models therefore contained the heliocentric distances all along, each in its own units. Copernicus’s step was to give every model the same unit, the Earth’s orbit. The Almagest’s epicycle radii, on deferents of 60 parts, give the following:

PlanetPtolemy \(r\) (of 60)Implied \(a\)CopernicusModern
Mercury22;300.3750.380.387
Venus43;100.7190.720.723
Mars39;3060/39.5 = 1.521.521.524
Jupiter11;305.225.225.20
Saturn6;309.239.179.54

Copernicus derived his values from his own models, re-fitted to old and new observations. The agreement with Ptolemy’s ratios shows that both astronomers were reading the same geometry out of the same sky.

Two direct measurements

Inner planets. The greatest angular distance \(\varepsilon\) of Venus or Mercury from the Sun occurs when the line of sight is tangent to the planet’s orbit. The triangle Sun–planet–Earth then has a right angle at the planet, so \(a=\sin\varepsilon\).

Outer planets. Time the interval \(t\) from opposition to the next quadrature, when the planet is \(90^\circ\) from the Sun. In that time the Earth gains on the planet the angle \(\theta=2\pi t(1/T-1/P)\), seen from the Sun. At quadrature the right angle is at the Earth, so \(a=\sec\theta\).

Exercise 6.1Venus reaches a greatest elongation of about \(46^\circ\). Mercury’s greatest elongations range from about \(18^\circ\) to \(28^\circ\) because its orbit is eccentric. Estimate both orbital radii.

Show solution
Venus: \(\sin46^\circ\approx0.719\). Mercury: the extremes give \(0.31\) and \(0.47\); their mean is close to \(\sin22.5^\circ\approx0.38\). The spread is itself a measure of Mercury’s eccentricity.

Exercise 6.2Mars passes from opposition to quadrature in about 106 days. Using the sidereal periods of Lesson 05, find its distance from the Sun.

Show solution
\(\theta=360^\circ\times106\times(1/365.25-1/687.0)\approx48.9^\circ\), so \(a=\sec48.9^\circ\approx1.52\).

Exercise 6.3Using Copernicus’s distances and the modern periods (0.241, 0.615, 1, 1.881, 11.86, 29.46 years), compute \(P^2/a^3\) for each planet. What would Copernicus have needed to notice the regularity Kepler found in 1618?

Show solution
The values are 1.06, 1.01, 1, 1.01, 0.99, 1.13: close to 1 except for Mercury and Saturn, where Copernicus’s distances are least accurate. With his own data the pattern was visible, but Copernicus sought no law connecting period and distance beyond their common ordering. Kepler searched for one deliberately for over twenty years.
Lesson 07

Abolishing the equant

For the general reader. Copernicus’s second goal, often forgotten, was to make every motion uniform about its own centre. He replaced Ptolemy’s equant with small extra circles, epicyclets, that reproduce its effect. The same device had been found two centuries earlier by Ibn al-Shatir in Damascus, and how Copernicus came to it is still debated.

Goals
  • Expand the equant model to first order in the eccentricity.
  • Show that Copernicus’s deferent-plus-epicyclet model agrees to that order.
  • Prove the Tusi couple theorem and see how it produces straight-line motion from circles.

The equant to first order

Take the deferent radius as 1, the observer (for Copernicus, the centre of the Earth’s orbit, the mean Sun) at 0, the centre at \(e\) and the equant at \(2e\), all on the real axis. Write the planet as \(z=e+e^{i\theta}\). The equant condition is \(\arg(z-2e)=M\), where the mean anomaly \(M\) grows uniformly in time.

Since \(z-2e=e^{i\theta}(1-ee^{-i\theta})\), we get \(M=\theta+\arg(1-ee^{-i\theta})=\theta+e\sin\theta+O(e^2)\), hence \(\theta=M-e\sin M+O(e^2)\). Substituting,

\[ \begin{aligned} z &= e+e^{iM}\big(1-ie\sin M\big)+O(e^2)\\ &= e+e^{iM}+\tfrac e2\big(1-e^{2iM}\big)+O(e^2)\\ &= \tfrac{3e}{2}+e^{iM}-\tfrac e2\,e^{2iM}+O(e^2), \end{aligned} \]

using \(-i\sin M\,e^{iM}=\tfrac12(1-e^{2iM})\).

Theorem (equant replaced by epicyclet)

The motion \(z_C(M)=\tfrac{3e}{2}+e^{iM}-\tfrac e2\,e^{2iM}\), a uniform eccentric circle with centre at distance \(\tfrac32e\) carrying a uniform epicyclet of radius \(\tfrac12e\) that turns twice per revolution relative to the fixed apse line, agrees with the bisected-equant model in position (hence in both direction and distance) up to terms of order \(e^2\). Every component motion is uniform about its own centre.

This is the model of De revolutionibus Book V for the outer planets. At apogee (\(M=0\)) the planet sits on the inner side of the epicyclet, at distance \(1+e\) from the mean Sun; at perigee it sits on the outer side, at distance \(1-e\). In the Commentariolus Copernicus used an equivalent form: a concentric deferent, a first epicycle of radius \(\tfrac32e\) whose radius keeps a fixed direction, and a second of radius \(\tfrac12e\). By the theorem of Lesson 04, these are the same motion. The ratio 1 : 3 between the two small circles is the fingerprint of the equant they replace.

The Tusi couple

Theorem (Nasir al-Din al-Tusi, 1247)

Let a circle of radius \(r\) roll without slipping inside a fixed circle of radius \(2r\). Every point on the rolling circle moves back and forth along a diameter of the fixed circle, with simple harmonic motion.

Proof. Let the centre of the small circle turn at angle \(\theta\): it is at \(re^{i\theta}\). Rolling without slipping inside a circle of twice the radius makes the small circle turn at angle \(-\theta\) relative to fixed directions. A point starting at \(2r\) is then at \(re^{i\theta}+re^{-i\theta}=2r\cos\theta\), on the real axis.

Al-Tusi introduced the device in his commentary on the Almagest to produce oscillation from uniform rotations. Copernicus used equivalent constructions in his models of Mercury and of the slow, irregular change he believed affected the precession of the equinoxes and the obliquity of the ecliptic, a supposed oscillation called trepidation. His Mercury and lunar models also match those of Ibn al-Shatir. Some historians argue for a lost channel of transmission from the Islamic world; others for independent discovery. No source has been identified.

Exercise 7.1Take \(e=0.1\), close to Ptolemy’s value for Mars. At \(M=90^\circ\), find the exact position in the equant model and in Copernicus’s model, and the difference in direction seen from the origin in minutes of arc.

Show solution
Equant: the line from \(Q=(2e,0)\) at \(90^\circ\) meets the circle \(|z-e|=1\) at \(z=2e+i\sqrt{1-e^2}=0.2+0.99499i\), direction \(78.63^\circ\). Copernicus: \(z=0.15+i+0.05=0.2+i\), direction \(78.69^\circ\). The difference is about \(3'\), an order-\(e^2\) effect, well below what observers before Tycho could detect.

Exercise 7.2Show that the Commentariolus form, \(z=e^{iM}+\tfrac{3e}{2}+\tfrac e2 e^{i(2M+\pi)}\), describes a concentric deferent carrying two epicycles, and find the rotation rate of each epicycle relative to the radius of the circle that carries it.

Show solution
Write \(\tfrac{3e}{2}=\tfrac{3e}{2}e^{iM}\cdot e^{-iM}\): relative to the deferent radius, the first epicycle turns at rate \(-1\), so in space it keeps a fixed direction. The second term is \(\tfrac e2e^{i(2M+\pi)}\); relative to the first epicycle’s radius (direction fixed) it turns at rate \(+2\). The ratio of radii is \(\tfrac{e/2}{3e/2}=\tfrac13\).

Exercise 7.3In the Tusi couple, what curve does a point at distance \(\rho<r\) from the centre of the rolling circle describe?

Show solution
Its position is \(re^{i\theta}+\rho e^{-i\theta}\), an ellipse with semi-axes \(r+\rho\) and \(r-\rho\) (Exercise 4.1). Only points on the rim give a straight line.
Lesson 08

The physics of a moving Earth

For the general reader. The strongest case against a moving Earth was physical. If the ground turns eastward at hundreds of metres per second, why do stones fall straight down and clouds not race to the west? Ptolemy had raised these objections and Aristotle’s physics gave them force. Copernicus answered them with arguments that were weak by later standards but pointed the right way, and modern mechanics shows exactly how small the effects are.

Goals
  • State the objections of Ptolemy and Copernicus’s replies.
  • Compute the speeds and accelerations involved.
  • Derive the eastward deflection of a falling body, the first effect that could reveal the rotation.

Objections and replies

Ptolemy argued in the Almagest that a rotating Earth would leave behind anything not attached to it, that bodies thrown upward would land to the west, and that a rotation so fast would tear the Earth apart. In Book I of De revolutionibus Copernicus replied in three ways. Rotation is the natural motion of a sphere, so it does not cause violence, and natural motions do not tear bodies apart. If speed were dangerous, the immense sphere of stars turning daily in the geocentric system would be in far greater danger. And the air near the Earth, with the bodies in it, shares the Earth’s motion. The third reply is the germ of the relativity principle that Galileo developed.

Proposition (Galilean relativity and the rotating Earth)

In a frame moving uniformly relative to an inertial frame, the laws of mechanics take the same form, so uniform motion cannot be detected by mechanical experiments. In a frame rotating with constant angular velocity \(\boldsymbol\omega\), a particle of mass \(m\) obeys

\[ m\ddot{\mathbf r}=\mathbf F-2m\,\boldsymbol\omega\times\dot{\mathbf r}-m\,\boldsymbol\omega\times(\boldsymbol\omega\times\mathbf r). \]

The Earth’s orbital motion is nearly uniform over short times, so it is undetectable by local mechanics, as Copernicus’s argument implicitly requires. The rotation is detectable in principle through the Coriolis and centrifugal terms, but they are small: \(\omega=7.29\times10^{-5}\,\mathrm{s^{-1}}\).

The eastward deflection

Drop a body from rest at height \(h\) at latitude \(\varphi\). To first order in \(\omega\), the Coriolis acceleration is \(-2\boldsymbol\omega\times\mathbf v\) with \(\mathbf v\approx-gt\,\hat{\mathbf z}\). Its eastward component is \(2\omega gt\cos\varphi\). Integrating twice,

\[ x_{\text{east}}=\tfrac13\,\omega g\cos\varphi\;t^3,\qquad t=\sqrt{2h/g}. \]

The body lands slightly east, not west as Ptolemy’s argument predicts. Its starting point, being farther from the axis, moves eastward faster than the ground.

Exercise 8.1Compute the eastward speed of the ground at the equator and at Frombork (latitude \(54.4^\circ\)), the centripetal acceleration at the equator as a fraction of \(g\), and the Earth’s orbital speed. Take \(R_\oplus=6378\) km and 1 AU \(=1.496\times10^{8}\) km.

Show solution
Equator: \(\omega R=465\) m/s; Frombork: \(465\cos54.4^\circ\approx271\) m/s. \(\omega^2R=0.0339\) m/s², about \(g/289\). Orbit: \(2\pi\times1.496\times10^{11}/(3.156\times10^7)\approx29.8\) km/s.

Exercise 8.2Find the eastward deflection of a stone dropped from a height of 100 m at the latitude of Frombork. Could a sixteenth-century experimenter detect it?

Show solution
\(t=\sqrt{200/9.81}=4.52\) s, so \(x=\tfrac13(7.29\times10^{-5})(9.81)(\cos54.4^\circ)(4.52)^3\approx0.013\) m, about 1.3 cm. Air currents and the release itself disturb the fall by more than this. The effect was first measured convincingly in the nineteenth century.
Lesson 09

Three motions, precession and parallax

For the general reader. Copernicus gave the Earth three motions: a daily spin, a yearly orbit, and a slow turning of its axis that keeps it pointing almost at the same stars. The third explains the seasons and the slow drift of the equinoxes. A moving Earth also predicts that nearby stars should appear to shift during the year. None did, and Copernicus had to place the stars at an enormous distance.

Goals
  • Understand Copernicus’s third motion as a rotation of the axis relative to the orbital radius.
  • Relate the slight inequality of the motions to precession.
  • Derive the annual parallax ellipse and the lower bound it implies on stellar distances.

The third motion

Copernicus imagined the Earth carried by a sphere, as a planet was carried in older astronomy. A rigid sphere would turn the axis once a year along with the orbital radius. To keep the axis pointing the same way, he added an annual conical motion of the axis in the opposite sense. In modern terms, he described the axis in a frame rotating with the Sun–Earth line.

Proposition (composition of the annual motions)

If the Sun–Earth line turns at angular rate \(\Omega\) and the axis turns about the ecliptic pole at rate \(-\Omega'\) relative to that line, then in a fixed frame the axis turns about the ecliptic pole at rate \(\Omega-\Omega'\). It is fixed when \(\Omega'=\Omega\). If \(\Omega'\) slightly exceeds \(\Omega\), the axis slowly regresses, and the equinoxes move westward against the stars.

Angular velocities about a common axis add. Copernicus made the conical motion slightly faster than the annual one, so precession appears as the small difference. We know now that the axis is fixed by inertia, apart from the torque of the Sun and Moon on the equatorial bulge, which produces precession of about \(50.3''\) per year, a cycle of roughly 25,800 years. Copernicus also believed, wrongly, that the rate of precession varied and modelled the variation with the oscillating devices of Lesson 07.

Annual parallax

Proposition (parallax ellipse)

Let the Earth move on a circle of radius \(a\) and let a star lie at distance \(d\gg a\) at ecliptic latitude \(\beta\). Then in the course of a year the star’s apparent direction traces an ellipse with semi-major axis \(p=a/d\) radians, parallel to the ecliptic, and semi-minor axis \(p\sin\beta\).

Derivation. The apparent displacement is \(-\mathbf r_\oplus/d\), the Earth’s position vector projected onto the plane of the sky. The orbit is a circle of radius \(a\) in the ecliptic plane; projected onto a plane inclined at \(90^\circ-\beta\) to it, the circle becomes an ellipse with semi-axes \(a\) and \(a\sin\beta\). Divide by \(d\).

Copernicus’s fourth postulate is the answer to the missing parallax: the stars are so far away that the Earth’s orbit is a point by comparison. The first stellar parallax, about \(0.3''\) for 61 Cygni, was measured by Friedrich Bessel in 1838. Lesson 07 of the Brahe course takes up Tycho’s argument that such distances made the stars absurdly large.

Exercise 9.1Naked-eye instruments of the sixteenth century reached about \(1'\) at best. Show that the absence of parallax at this level places the stars beyond about 3,400 times the Earth–Sun distance.

Show solution
\(1'=2.909\times10^{-4}\) rad, so \(d>a/(2.909\times10^{-4})\approx3438\,a\). At Copernicus’s scale, with Saturn at about \(9a\), the stars must lie at least about 375 times farther than Saturn.

Exercise 9.2The modern precession is \(50.3''\) per year. How long do the equinoxes take to complete a circuit of the ecliptic? How far has the vernal equinox moved since Ptolemy, about 1,400 years before Copernicus?

Show solution
\(1\,296\,000''/50.3''\approx25{,}800\) years. In 1,400 years: \(1400\times50.3''\approx19.6^\circ\). This is why the signs of the zodiac no longer coincide with the constellations whose names they bear.
Lesson 10

The trigonometry of De revolutionibus

For the general reader. To turn circles into numbers, an astronomer needs tables of chords or sines and rules for solving triangles on the plane and on the sphere. Copernicus wrote his own treatment in Book I, with a table of half-chords, in effect sines. Rheticus thought it useful enough to print separately in 1542, the year before the whole book.

Goals
  • Relate chords to sines and derive the addition formulas from Ptolemy’s theorem.
  • State and prove the spherical law of sines.
  • Compute the Sun’s declination from its longitude.

Chords and half-chords

In a circle of radius \(R\), the chord subtending a central angle \(\alpha\) is \(\operatorname{crd}\alpha=2R\sin(\alpha/2)\). Greek astronomy tabulated chords; Indian and Islamic astronomers, and after them Regiomontanus, tabulated half-chords of double arcs, which are sines. Copernicus followed the second practice.

Theorem (Ptolemy)

In a quadrilateral \(ABCD\) inscribed in a circle, \(AC\cdot BD=AB\cdot CD+AD\cdot BC\).

Take \(AC\) a diameter of a circle of radius \(\tfrac12\), with \(\angle BAC=\alpha\) and \(\angle CAD=\beta\) on opposite sides of \(AC\). Then \(AB=\cos\alpha\), \(BC=\sin\alpha\), \(AD=\cos\beta\), \(CD=\sin\beta\), and \(BD=\sin(\alpha+\beta)\) by the extended law of sines. Ptolemy’s theorem becomes \(\sin(\alpha+\beta)=\sin\alpha\cos\beta+\cos\alpha\sin\beta\). With half-angle formulas, this generates a complete table from a few known values.

Spherical triangles

Theorem (spherical law of sines)

In a spherical triangle with sides \(a,b,c\) (arcs of great circles) opposite angles \(A,B,C\),

\[ \frac{\sin a}{\sin A}=\frac{\sin b}{\sin B}=\frac{\sin c}{\sin C}. \]

Proof sketch. Let the vertices be unit vectors \(\mathbf u,\mathbf v,\mathbf w\). The triple product \(\det(\mathbf u,\mathbf v,\mathbf w)\) equals \(\sin b\,\sin c\,\sin A\): the height of \(\mathbf v\) above the plane of \(\mathbf u,\mathbf w\) is \(\sin c\sin A\), and the area of the parallelogram on \(\mathbf u,\mathbf w\) is \(\sin b\). By symmetry it also equals \(\sin a\sin c\sin B\) and \(\sin a\sin b\sin C\). Divide by \(\sin a\sin b\sin c\).

The basic application: the Sun at ecliptic longitude \(\lambda\), the equinox and the foot of the Sun’s hour circle on the equator form a right spherical triangle with angle \(\varepsilon\) (the obliquity) at the equinox. The law of sines with the right angle gives the Sun’s declination:

\[ \sin\delta=\sin\varepsilon\,\sin\lambda. \]

Exercise 10.1Take \(\varepsilon=23.5^\circ\). Find the Sun’s declination at longitude \(60^\circ\), about 21 May, and the noon altitude of the Sun at Frombork (latitude \(54.4^\circ\)) that day.

Show solution
\(\sin\delta=\sin23.5^\circ\sin60^\circ=0.3454\), so \(\delta\approx20.2^\circ\). Noon altitude \(=90^\circ-54.4^\circ+20.2^\circ=55.8^\circ\).

Exercise 10.2Using Ptolemy’s theorem, show that in a circle of unit radius \(\operatorname{crd}(180^\circ-\alpha)=\sqrt{4-\operatorname{crd}^2\alpha}\), and compute \(\operatorname{crd}60^\circ\), \(\operatorname{crd}90^\circ\) and \(\operatorname{crd}120^\circ\).

Show solution
Chords of supplementary arcs are the legs of a right triangle inscribed in a semicircle, so their squares sum to the squared diameter, 4. \(\operatorname{crd}60^\circ=1\) (side of the inscribed hexagon), \(\operatorname{crd}90^\circ=\sqrt2\), \(\operatorname{crd}120^\circ=\sqrt3\).
Part III · Life and legacy
Lesson 11

Olsztyn, money and war, 1512–1539

At Frombork Copernicus lived in a canon’s house within the fortified cathedral hill and kept his instruments nearby: a quadrant, a triquetrum (a parallactic instrument copied from Ptolemy) and an armillary sphere. More than sixty of his observations are recorded, most made at Frombork between 1512 and 1543.

Around 1514 he was consulted on calendar reform in connection with the Fifth Lateran Council. He replied in writing that the lengths of the year and month were not yet known well enough. In the dedication of 1543 he recalled the question as a spur to his work.

Administrator and defender

From 1516 to 1521 he administered the chapter’s estates around Olsztyn (Allenstein) and Pieniężno (Mehlsack), living in Olsztyn castle, settling peasants on abandoned farms and keeping careful records. The war between Poland and the Teutonic Order reached Warmia in 1519–1521. Copernicus organized the defence of Olsztyn castle against the Order’s troops and afterwards took part in negotiations over the war’s damages.

Money

The Prussian lands suffered from debased coinage issued by several mints. Copernicus wrote on the problem in 1517, presented proposals to the Prussian diet in 1522, and completed the treatise Monetae cudendae ratio in 1526. He argued that the value of money falls as its quantity grows, an early form of the quantity theory of money, and that debased coin drives good coin out of circulation, the principle later named after Thomas Gresham. His proposals for a single, sound Prussian currency were not adopted.

Through these years he revised the planetary theory. Observations of Mars and Saturn in 1512–1515 and of the Sun in 1515 led him to change the models of the Commentariolus, and the manuscript of De revolutionibus grew slowly, with many corrections, in the 1520s and 1530s. Reports of his ideas spread: in 1533 Johann Albrecht Widmanstetter explained them to Pope Clement VII, and in 1536 Cardinal Nikolaus von Schönberg wrote asking for a copy of his work.

DiscussionCopernicus’s monetary argument and his astronomical one share a style: both look for a single principle that explains many scattered phenomena. Compare the two. What evidence could each appeal to in the 1520s?

Lesson 12

Rheticus, the book and its fate

In May 1539 Georg Joachim Rheticus, a 25-year-old professor of mathematics at Wittenberg, arrived at Frombork to learn the new astronomy. He stayed about two years. In 1540 he published at Gdańsk the Narratio prima, a first account of the theory in the form of a letter to his teacher Johann Schöner. Its good reception, and the encouragement of Copernicus’s friend Tiedemann Giese, bishop of Chełmno, persuaded Copernicus to release the full work. Rheticus carried a copy of the finished manuscript to Nuremberg, where the printer Johannes Petreius began work in 1542. Rheticus also printed the trigonometry separately that year.

When Rheticus left Nuremberg for a post in Leipzig, the Lutheran theologian Andreas Osiander took over supervision of the printing. Osiander added an unsigned note to the reader saying that the hypotheses need not be true or even probable, only convenient for calculation. Readers took it for the author’s own view. Kepler named Osiander as its author in print in the Astronomia nova of 1609. Copernicus’s own preface, a dedication to Pope Paul III, follows it and argues the opposite: the moving Earth makes the system a single, coherent whole.

Late in 1542 Copernicus suffered a stroke and was left partly paralysed. He died at Frombork on 24 May 1543. A later account by Giese says he received a printed copy of the book only on his last day. He was buried in Frombork Cathedral. In 2005 a team led by Jerzy Gąssowski located remains beneath the cathedral floor; their identification was announced in 2008, and he was reburied there on 22 May 2010.

Reception

  • Astronomers: Owen Gingerich’s census of surviving copies shows that the book was read closely by nearly every astronomer of the period. Most annotated the planetary models and ignored the cosmology. Erasmus Reinhold at Wittenberg computed the Prutenic Tables (1551) from Copernicus’s models, and admired above all the elimination of the equant.
  • The moving Earth: few accepted it for decades. Tycho Brahe built an equivalent system with the Earth at rest (see the Brahe course). Michael Maestlin taught it to Kepler, whose Mysterium cosmographicum (1596) defended it on physical as well as geometrical grounds. Galileo’s telescopic discoveries from 1610 made it a public question.
  • The Church: on 5 March 1616 the Congregation of the Index suspended the book until corrected. The corrections, issued in 1620, altered a handful of passages presenting the Earth’s motion as fact. Uncorrected editions stayed on the Index until 1758.
  • Science: Kepler’s ellipses replaced Copernicus’s circles, and Newton’s dynamics explained why the Sun, not the Earth, is the centre of the motion. But the scale of the solar system, fixed by the Earth’s orbit, and the order of the planets have remained exactly as Copernicus set them out.

Final projectChoose one outer planet. From modern data, compute its synodic period, its distance from quadrature timing, and its retrograde rate at opposition. Then build Ptolemy’s and Copernicus’s versions of its model and explain, in two pages, which numbers each model can determine and which it leaves free.

Reference

Connections

People linked to Nicolaus Copernicus across this collection. A name without a link has no page here yet. See Nicolaus Copernicus in the network of all 337 lives →

Teachers and advisors

  • Domenico Maria Novara 1496-1500

Students

  • Georg Joachim Rheticus 1539-1541

Influenced by

Influenced

Colleagues and collaborators

  • Andreas Osiander 1542-1543

Friends

  • Tiedemann Giese

Family

  • Lucas Watzenrode

Also mentioned in this life

Fields

On CoursesHub

Reference

Sources and further reading

Biography

  1. J. J. O’Connor and E. F. Robertson, Nicolaus Copernicus, MacTutor History of Mathematics.
  2. Nicolaus Copernicus, Wikipedia (with extensive references).
  3. Georg Joachim Rheticus, Wikipedia.
  4. E. Rosen, Copernicus and his Successors, Hambledon Press, 1995.
  5. O. Gingerich, The Book Nobody Read, Walker, 2004.
  6. D. Sobel, A More Perfect Heaven, Walker, 2011.

Astronomy and mathematics

  1. N. Copernicus, De revolutionibus orbium coelestium, Nuremberg, 1543; trans. E. Rosen, On the Revolutions, Johns Hopkins, 1978. See the Wikipedia article on the book.
  2. Commentariolus, Wikipedia; E. Rosen, Three Copernican Treatises, Dover, 1959.
  3. Copernican heliocentrism, Wikipedia.
  4. Tusi couple, Wikipedia.
  5. N. M. Swerdlow and O. Neugebauer, Mathematical Astronomy in Copernicus’s De Revolutionibus, Springer, 1984.
  6. J. Evans, The History and Practice of Ancient Astronomy, Oxford University Press, 1998.
  7. T. S. Kuhn, The Copernican Revolution, Harvard University Press, 1957.
  8. G. Saliba, Islamic Science and the Making of the European Renaissance, MIT Press, 2007.