Deferent and epicycle

In the Hipparchian, Ptolemaic, and Copernican systems of astronomy, the epicycle (from , literally "upon the circle", meaning "circle moving on another circle") was a geometric model used to explain the variations in speed and direction of the apparent motion of the Moon, Sun, and planets. In particular it explained the apparent retrograde motion of the five planets known at the time. Secondarily, it also explained changes in the apparent distances of the planets from the Earth.
It was first proposed by Apollonius of Perga at the end of the 3rd century BC. It was developed by Apollonius of Perga and Hipparchus of Rhodes, who used it extensively, during the 2nd century BC, then formalized and extensively used by Ptolemy of Thebaid in his 2nd century AD astronomical treatise the "Almagest".
Epicyclical motion is used in the Antikythera mechanism, an ancient Greek astronomical device for compensating for the elliptical orbit of the Moon, moving faster at perigee and slower at apogee than circular orbits would, using four gears, two of them engaged in an eccentric way that quite closely approximates Kepler's second law.
Epicycles worked very well and were highly accurate, because, as Fourier analysis later showed, any smooth curve can be approximated to arbitrary accuracy with a sufficient number of epicycles. However, they fell out of favour with the discovery that planetary motions were largely elliptical from a heliocentric frame of reference, which led to the discovery that gravity obeying a simple inverse square law could better explain all planetary motions.
Introduction.
In both Hipparchian and Ptolemaic systems, the planets are assumed to move in a small circle called an "epicycle", which in turn moves along a larger circle called a "deferent". Both circles rotate clockwise and are roughly parallel to the plane of the Sun's orbit (ecliptic). Despite the fact that the system is considered geocentric, each planet's motion was not centered on the Earth but at a point slightly away from the Earth called the "eccentric". The orbits of planets in this system are similar to epitrochoids.
In the Hipparchian system the epicycle rotated and revolved along the deferent with uniform motion. However, Ptolemy found that he could not reconcile that with the Babylonian observational data available to him; in particular, the shape and size of the apparent retrogrades differed. The angular rate at which the epicycle traveled was not constant unless he measured it from another point which he called the "equant". It was the angular rate at which the deferent moved around the point midway between the equant and the Earth (the eccentric) that was constant; the epicycle center swept out equal angles over equal times only when viewed from the equant. It was the use of equants to decouple uniform motion from the center of the circular deferents that distinguished the Ptolemaic system.
Ptolemy did not predict the relative sizes of the planetary deferents in the "Almagest". All of his calculations were done with respect to a normalized deferent, considering a single case at a time. This is not to say that he believed the planets were all equidistant, but he had no basis on which to measure distances, except for the Moon. He generally ordered the planets outward from the Earth based on their orbit periods. Later he calculated their distances in the "Planetary Hypotheses" and summarized them in the first column of this table:
Had his values for deferent radii relative to the Earth–Sun distance been more accurate, the epicycle sizes would have all approached the Earth–Sun distance. Although all the planets are considered separately, in one peculiar way they were all linked: the lines drawn from the body through the epicentric center of all the planets were all parallel, along with the line drawn from the Sun to the Earth along which Mercury and Venus were situated. That means that all the bodies revolve in their epicycles in lockstep with Ptolemy's Sun (that is, they all have exactly a one-year period).
Babylonian observations showed that for superior planets the planet would typically move through in the night sky slower than the stars. Each night the planet appeared to lag a little behind the stars, in what is called prograde motion. Near opposition, the planet would appear to reverse and move through the night sky faster than the stars for a time in retrograde motion before reversing again and resuming prograde. Epicyclic theory, in part, sought to explain this behavior.
The inferior planets were always observed to be near the Sun, appearing only shortly before sunrise or shortly after sunset. Their apparent retrograde motion occurs during the transition between evening star into morning star, as they pass between the Earth and the Sun.
History.
When ancient astronomers viewed the sky, they saw the Sun, Moon, and stars moving overhead in a regular fashion. They also saw the "wanderers" or "planetai" (our planets). The regularity in the motions of the wandering bodies suggested that their positions might be predictable.
The most obvious approach to the problem of predicting the motions of the heavenly bodies was simply to map their positions against the star field and then to fit mathematical functions to the changing positions.
The ancients worked from a geocentric perspective for the simple reason that the Earth was where they stood and observed the sky, and it is the sky which appears to move while the ground seems still and steady underfoot. Some Greek astronomers (e.g., Aristarchus of Samos) speculated that the planets (Earth included) orbited the Sun, but the optics (and the specific mathematics – Isaac Newton's Law of Gravitation for example) necessary to provide data that would convincingly support the heliocentric model did not exist in Ptolemy's time and would not come around for over fifteen hundred years after his time. Furthermore, Aristotelian physics was not designed with these sorts of calculations in mind, and Aristotle's philosophy regarding the heavens was entirely at odds with the concept of heliocentrism. It was not until Galileo Galilei observed the moons of Jupiter on 7 January 1610, and the phases of Venus in September 1610 that the heliocentric model began to receive broad support among astronomers, who also came to accept the notion that the planets are individual worlds orbiting the Sun (that is, that the Earth is a planet and is one among several). Johannes Kepler was able to formulate his three laws of planetary motion, which described the orbits of the planets in our solar system to a remarkable degree of accuracy; Kepler's three laws are still taught today in university physics and astronomy classes, and the wording of these laws has not changed since Kepler first formulated them four hundred years ago.
The apparent motion of the heavenly bodies with respect to time is cyclical in nature. Apollonius of Perga realized that this cyclical variation could be represented visually by small circular orbits, or "epicycles", revolving on larger circular orbits, or "deferents". Hipparchus calculated the required orbits. Deferents and epicycles in the ancient models did not represent orbits in the modern sense.
Claudius Ptolemy refined the deferent-and-epicycle concept and introduced the equant as a mechanism for accounting for velocity variations in the motions of the planets. The empirical methodology he developed proved to be extraordinarily accurate for its day and was still in use at the time of Copernicus and Kepler.
Owen Gingerich describes a planetary conjunction that occurred in 1504 that was apparently observed by Copernicus. In notes bound with his copy of the "Alfonsine Tables", Copernicus commented that "Mars surpasses the numbers by more than two degrees. Saturn is surpassed by the numbers by one and a half degrees." Using modern computer programs, Gingerich discovered that, at the time of the conjunction, Saturn indeed lagged behind the tables by a degree and a half and Mars led the predictions by nearly two degrees. Moreover, he found that Ptolemy's predictions for Jupiter at the same time were quite accurate. Copernicus and his contemporaries were therefore using Ptolemy's methods and finding them trustworthy well over a thousand years after Ptolemy's original work was published.
When Copernicus transformed Earth-based observations to heliocentric coordinates, he was confronted with an entirely new problem. The Sun-centered positions displayed a cyclical motion with respect to time but without retrograde loops in the case of the outer planets. In principle, the heliocentric motion was simpler but with new subtleties due to the yet-to-be-discovered elliptical shape of the orbits. Another complication was caused by a problem that Copernicus never solved: correctly accounting for the motion of the Earth in the coordinate transformation. In keeping with past practice, Copernicus used the deferent/epicycle model in his theory but his epicycles were small and were called "epicyclets".
In the Ptolemaic system the models for each of the planets were different and so it was with Copernicus' initial models. As he worked through the mathematics, however, Copernicus discovered that his models could be combined in a unified system. Furthermore, if they were scaled so that the Earth's orbit was the same in all of them, the ordering of the planets we recognize today easily followed from the math. Mercury orbited closest to the Sun and the rest of the planets fell into place in order outward, arranged in distance by their periods of revolution.
Although Copernicus' models reduced the magnitude of the epicycles considerably, whether they were simpler than Ptolemy's is moot. Copernicus eliminated Ptolemy's somewhat-maligned equant but at a cost of additional epicycles. Various 16th-century books based on Ptolemy and Copernicus use about equal numbers of epicycles. The idea that Copernicus used only 34 circles in his system comes from his own statement in a preliminary unpublished sketch called the "Commentariolus". By the time he published "De revolutionibus orbium coelestium", he had added more circles. Counting the total number is difficult, but estimates are that he created a system just as complicated, or even more so. Koestler, in his history of man's vision of the universe, equates the number of epicycles used by Copernicus at 48. The popular total of about 80 circles for the Ptolemaic system seems to have appeared in 1898. It may have been inspired by the "non-Ptolemaic" system of Girolamo Fracastoro, who used either 77 or 79 orbs in his system inspired by Eudoxus of Cnidus. Copernicus in his works exaggerated the number of epicycles used in the Ptolemaic system; although original counts ranged to 80 circles, by Copernicus's time the Ptolemaic system had been updated by Peurbach towards the similar number of 40; hence Copernicus effectively replaced the problem of retrograde with further epicycles.
Copernicus' theory was at least as accurate as Ptolemy's but never achieved the stature and recognition of Ptolemy's theory. What was needed was Kepler's elliptical theory, not published until 1609 and 1619. Copernicus' work provided explanations for phenomena like retrograde motion, but really did not prove that the planets actually orbited the Sun.
Ptolemy's and Copernicus' theories proved the durability and adaptability of the deferent/epicycle device for representing planetary motion. The deferent/epicycle models worked as well as they did because of the extraordinary orbital stability of the solar system. Either theory could be used today had Gottfried Wilhelm Leibniz and Isaac Newton not invented calculus.
The first planetary model without any epicycles was that of Ibn Bajjah (Avempace) in 12th century Andalusian Spain, but epicycles were not eliminated in Europe until the 17th century, when Johannes Kepler's model of elliptical orbits gradually replaced Copernicus' model based on perfect circles.
Newtonian or classical mechanics eliminated the need for deferent/epicycle methods altogether and produced more accurate theories. By treating the Sun and planets as point masses and using Newton's law of universal gravitation, equations of motion were derived that could be solved by various means to compute predictions of planetary orbital velocities and positions. Simple two-body problems, for example, can be solved analytically. More-complex n-body problems require numerical methods for solution.
The power of Newtonian mechanics to solve problems in orbital mechanics is illustrated by the discovery of Neptune. Analysis of observed perturbations in the orbit of Uranus produced estimates of the suspected planet's position within a degree of where it was found. This could not have been accomplished with deferent/epicycle methods. Still, Newton in 1702 published "Theory of the Moon's Motion" which employed an epicycle and remained in use in China into the nineteenth century. Subsequent tables based on Newton's "Theory" could have approached arcminute accuracy.
Epicycles.
According to one school of thought in the history of astronomy, minor imperfections in the original Ptolemaic system were discovered through observations accumulated over time. It was mistakenly believed that more levels of epicycles (circles within circles) were added to the models to match more accurately the observed planetary motions. The multiplication of epicycles is believed to have led to a nearly unworkable system by the 16th century, and that Copernicus created his heliocentric system in order to simplify the Ptolemaic astronomy of his day, thus succeeding in drastically reducing the number of circles.
As a measure of complexity, the number of circles is given as 80 for Ptolemy, versus a mere 34 for Copernicus. The highest number appeared in the "Encyclopædia Britannica" on Astronomy during the 1960s, in a discussion of King Alfonso X of Castile's interest in astronomy during the 13th century. (Alfonso is credited with commissioning the Alfonsine Tables.)
As it turns out, a major difficulty with this epicycles-on-epicycles theory is that historians examining books on Ptolemaic astronomy from the Middle Ages and the Renaissance have found absolutely no trace of multiple epicycles being used for each planet. The Alfonsine Tables, for instance, were apparently computed using Ptolemy's original unadorned methods.
Another problem is that the models themselves discouraged tinkering. In a deferent-and-epicycle model, the parts of the whole are interrelated. A change in a parameter to improve the fit in one place would throw off the fit somewhere else. Ptolemy's model is probably optimal in this regard. On the whole it gave good results but missed a little here and there. Experienced astronomers would have recognized these shortcomings and allowed for them.
Mathematical formalism.
According to the historian of science Norwood Russell Hanson:
Any path—periodic or not, closed or open—can be represented with an infinite number of epicycles.
This is because epicycles can be represented as a complex Fourier series; so, with a large number of epicycles, very complicated paths can be represented in the complex plane.
Let the complex number
where and are constants, is the imaginary unit, and is time, correspond to a deferent centered on the origin of the complex plane and revolving with a radius and angular velocity
where is the period.
If is the path of an epicycle, then the deferent plus epicycle is represented as the sum
This is an almost periodic function, and is a periodic function just when the ratio of the constants is rational. Generalizing to epicycles yields the almost periodic function
which is periodic just when every pair of is rationally related. Finding the coefficients to represent a time-dependent path in the complex plane, , is the goal of reproducing an orbit with deferent and epicycles, and this is a way of "saving the phenomena" (σώζειν τα φαινόμενα).
This parallel was noted by Giovanni Schiaparelli. Pertinent to the Copernican Revolution's debate about "saving the phenomena" versus offering explanations, one can understand why Thomas Aquinas, in the 13th century, wrote:
Bad science.
In part, due to misunderstandings about how deferent/epicycle models worked, "adding epicycles" has come to be used as a derogatory comment in modern scientific discussion. The term might be used, for example, to describe continuing to try to adjust a theory to make its predictions match the facts. There is a generally accepted idea that extra epicycles were invented to alleviate the growing errors that the Ptolemaic system noted as measurements became more accurate, particularly for Mars. According to this notion, epicycles are regarded by some as the paradigmatic example of bad science. Part of the problem may be due to the misconception of the epicycle as an explanation of a body's motion rather than merely a description. Toomer explains as follows,
Copernicus added an extra epicycle to his planets, but that was only in an effort to eliminate Ptolemy's equant, which he considered a philosophical break away from Aristotle's perfection of the heavens. Mathematically, the second epicycle and the equant produce the same results, and many Copernican astronomers before Kepler continued using the equant, as the math was easier.