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History topic: The history of cartography

This article describes how map making has played an important role in the development of mathematics.It is hardly surprising that cartography should be considered as a mathematical discipline in early timessince cartography measures positions of places (mathematics was the science of measurement) andrepresents a the surface of a sphere on a two dimensional map.

Of course what constitutes a map is hard to say, especially when one goes back to the very earliest times.In around 6200 BC in Catal Hyük in Anatolia a wall painting was made depicting the positions of thestreets and houses of the town together with surrounding features such as the volcano close to the town.The wall painting was discovered in 1963 near the modern Ankara in Turkey. Whether it is a map or astylised painting is a matter of debate.

Early attempts at maps were severely limited by lack of knowledge of anything other than very localfeatures. In Egypt geometry was used from very early times to help measure land. The annual flooding bythe Nile meant that without such measurements it was impossible to reconstruct the boundaries that hadexisted before the flood. Such measurements, however, seem only to have been of local use and there isno evidence that the Egyptians integrated the measurements into maps of large areas. The oldest extantexample of a local Egyptian map is the Turin papyrus which dates from around 1300 BC.

Early world maps reflect the religious beliefs of the form of the world. For example maps have beendiscovered on Babylonian clay tablets dating from around 600 BC. One such map shows Babylon and thesurrounding area in a stylised form with Babylon represented by a rectangle and the Euphrates river byvertical lines. The area shown is depicted as circular surrounded by water which fits the religious imageof the world in which the Babylonians believed.

The earliest ancient Greek who is said to have constructed a map of the world is Anaximander, who wasborn in 610 BC in Miletus (now in Turkey), and died in 546 BC. He is said to have studied under Thalesbut sadly no details of his map have survived. Of course, although only a very limited portion of the Earthwas known to these ancient Greeks, the shape of the Earth was always going to be of fundamentalimportance in world maps. Pythagoras, in the 6th century BC, is believed to be the first to put forward abelief in a spherical Earth while Parmenides certainly argued in favour of this in the following century.Around 350 BC Aristotle put forward six arguments to prove that the Earth was spherical and from thattime on scholars generally accepted that indeed it was a sphere.

Eratosthenes, around 250 BC, made major contributions to cartography. He measured the circumferenceof the Earth with great accuracy. He sketched, quite precisely, the route of the Nile to Khartoum, showingthe two Ethiopian tributaries. He made another important contribution in using a grid to locate positionsof places on the Earth. He was not the first to use such a grid for Dicaearchus, a follower of Aristotle, haddevised one about 50 years earlier. Today we use latitude and longitude to determine such coordinatesand Eratosthenes' grid was of a similar nature. Note, of course, that the use of such positional grids are anearly form of Cartesian geometry. Following Dicaearchus, Eratosthenes chose a line through Rhodes andthe Pillars of Hercules (present day Gibraltar) to form one of the principal lines of his grid. This line is, toa quite high degree of accuracy, 36 north and Eratosthenes chose it since it divided the world as he knewit into two fairly equal parts and defined the longest east-west extent known. He chose a defining line forthe north-south lines of his grid through Rhodes and drew seven parallel lines to each of his defining linesto form a rectangular grid.

Hipparchus was critical of the grid defined by Eratosthenes, saying reasonably enough that it was chosenarbitrarily. He suggested that a grid should be chosen with astronomical significance so that, for example,points on the same line would all have the same length of longest day. Although Hipparchus never

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constructed a map as far as we know, he did make astronomical observations to describe eleven parallelsgiven by his astronomical definition. Although no copies of the work by Eratosthenes and Hipparchussurvives, we know of it through the Geographical Sketches of Strabo which was completed in about 23A.D. Although Strabo gives a critical account of earlier contributions to cartography, he devotes only asmall discussion to the problem of projecting a sphere onto a plane. He states clearly that his work is notaimed at mathematicians, rather at statesmen who need to know about the customs of the people and thenatural resources of the land.

The final ancient Greek contribution we consider was the most important and, unlike that of Strabo, waswritten by a noted mathematician. In about 140 A.D. Ptolemy wrote his major work Guide to Geography,in eight books, which attempted to map the known world giving coordinates of the major places in termsof what are essentially latitude and longitude. The first volume gives the basic principles of cartographyand considers the problem of map projection, that is mapping the sphere onto the plane. He gave twoexamples of projections, and also described the construction of globes. Right at the beginning Ptolemyidentifies two distinct types of cartography, the first being [1]:-

... an imitation through drawing of the entire known part of the world together with the thingswhich are, broadly speaking, connected with it.

The second type is [1]:-

... an independent discipline [which] sets out the individual localities.

Now the main part of Geography consisted of maps but Ptolemy knew that although a scribe could copy atext fairly accurately, there was little chance that maps could be successfully copied. He therefore ensuredthat the work contained the data and the information necessary for someone to redraw the maps. Hefollowed previous cartographers in dividing the circle of the equator into 360 and took the equator as thebasis for the north-south coordinate system. Thus the line of latitude through Rhodes and the Pillars ofHercules (present day Gibraltar) was 36 and this line divided the world as Ptolemy knew it fairly equallyinto two. The problem of defining lines of longitude is more difficult. It required the choice of anarbitrary zero but it also required a knowledge of the circumference of the Earth in order to have degreescorrespond correctly to distance. Ptolemy chose the Fortune Islands (which we believe are the CanaryIslands) as longitude zero since it was the most western point known to him. He then marked off wherethe lines of longitude crossed the parallel of Rhodes, taking 400 stadia per degree.

Had Ptolemy taken the value of the circumference of the Earth worked out by Eratosthenes then hiscoordinates would have been very accurate. However he used the later value computed by Posidoniusaround 100 BC which, although computer using the correct mathematical theory, is highly inaccurate.Therefore instead of the Mediterranean covering 42 as it should, it covers 62 in Ptolemy's coordinates.Books 2 to 7 of Geography contain the coordinates of about 8000 places, but although he knew thecorrect mathematical theory to compute such coordinates accurately from astronomical observations,there were only a handful of places for which such information existed. It is not surprising that the mapsgiven by Ptolemy were quite inaccurate in many places for he could not be expected to do more than usethe available data and, for anything outside the Roman Empire, this was of very poor quality with evensome parts of the Roman Empire severely distorted.

Ptolemy used data from most of his predecessors, particularly Marinus of Tyre. He used information fromreports of travellers who gave such information as "after ten days travel north we reached ...". In order toestimate distances from such data, Ptolemy had to estimate the difficulty of the terrain, how straight theroute the travellers taken had been, and many other unknowns. Given the way that he gathered the data itis certainly not surprising that the maps were inaccurate but they represented a considerable advance onall previous maps and it would be many centuries before more accurate world maps would be drawn.

Little progress was made in cartography over the next centuries. That the Romans made few contributionsis slightly strange given their skills at road building which required accurate surveying measurements.Also the very precise military strategies which their commanders used would seem to give them the

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motivation to create maps to help their military campaigns. Perhaps it was the mathematical nature of amap which prevented the non-mathematical Romans from advancing the subject. In China, however,there is evidence that mathematics had been used an a major way in surveying and cartography. In [12]Liu Hui's 3rd century work the Sea Island mathematical manual is studied. The book gives a good insightinto the history of surveying in China and its links with cartography. The main driving force in China tosurvey and draw maps was often for military reasons but also for problems such as water conservancy.

Once Christianity spread across Europe those of learning were Churchmen and the truth about the world,they argued, was contained in the Bible and not to be found by scientific investigation. Where Biblequotations appeared to contradict pre-Christian scientific discoveries, then good science was dismissed aspagan foolishness. Biblical quotations convinced some that the Earth was a circle, certainly not a sphere,while for others quotations such as "the four corners of the Earth" in Isaiah proved that the Earth wasrectangular.

In the Arabic/Persian/Muslim world, progress was made in cartography, however, and in fact far moreprogress than was realised for a long time, for it is only in recent years that the full significance of thesecontributions has been realised. Ptolemy's Geography was translated into Arabic in the 9th century andsoon improvements were being made using data obtained from the explorations being carried out.Al-Khwarizmi wrote a major work on cartography which gave the latitudes and longitudes for 2402localities as a basis for his world map. The book, which was based on Ptolemy's Geography, lists withlatitudes and longitudes, cities, mountains, seas, islands, geographical regions, and rivers. The manuscriptdoes include maps which are more accurate than those of Ptolemy, in particular it is clear that where morelocal knowledge was available to al-Khwarizmi such as in the regions of Islam, Africa and the Far Eastthen his work is considerably more accurate than that of Ptolemy, but for Europe al-Khwarizmi seems onthe whole to have used Ptolemy's data.

The major work by Sezgin, see [8], [9], and [10], has done much to demonstrate that the medieval Islamicgeographers had an important influence on the development of geography in Europe up to 1800. In [8] hepresents a reconstruction of al-Khwarizmi's map of the world which he believes used a stereographicprojection of the terrestrial hemisphere, with pole on the terrestrial equator. Sezgin also argues thatPtolemy's Geography may not have included a world map, and that some later world maps are based, atleast in part, on Islamic sources.

The next important Islamic scholar we should mention is al-Biruni who wrote his Cartography in around995. In it he discussed map projections due to other scientists, then gives his own interesting mapping of ahemisphere onto a plane. A detailed description of this projection is given in [17]. Al-Biruni wrote atextbook on the general solution of spherical triangles around 1000 then, some time after 1010, he appliedthese methods on spherical triangles to geographical problems. He introduced techniques to measure theEarth and distances on it using triangulation. He computed very accurate values for the differences inlongitude and latitude between Ghazni in Afghanistan and Mecca. He found the radius of the earth to be6339.6 km, a value not obtained in the West until the 16th century. His Masudic canon contains a tablegiving the coordinates of six hundred places, some of which were measured by al-Biruni himself, somebeing taken al-Khwarizmi's work referred to above.

At a time when Christian Europe was producing religious representations of the world rather thanscientific maps, another type of map, or perhaps more accurately chart, for the use of sailors began toappear. These were called portolan maps (from the Italian word for a sailing manual) and were producedby sailors using a magnetic compass. The earliest examples we know about date from the beginning of the14th century, and were Italian or Catalan portolan maps. The earliest portolan maps covered theMediterranean and Black Sea and showed wind directions and such information useful to sailors. Thecoast lines shown on these maps are by far the most accurate to have been produced up to that time. TheCatalan World Map produced in 1375 was the work of Abraham Cresques from Palma in Majorca. Hewas a skilled cartographer and instrument maker and the map was commissioned by Charles V of France.The western part of his map was partly based on portolan maps while the eastern part was based on

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Ptolemy's data.

The 15th century saw cartography revolutionised in Europe. The first steps involved the translation ofPtolemy's Geography into Latin which was begun by Emmanuel Chrysoloras and completed in 1410 byJacobus Angelus. The main motivation to improve cartography came with the discoveries of new landsmade by the Portuguese explorers of the 15th century. Brother Mauro, a monk from Murano near Venice,had an excellent reputation in cartography by the middle of the 15th century. In 1457 he wascommissioned by the King of Portugal to produce a new world map containing details of the new landsdiscovered by the Portuguese explorers, and charts drawn by these explorers were sent to him. Producinga map which did not follow Ptolemy clearly worried Mauro who wrote (see for example [5]):-

I do not think it derogatory to Ptolemy if I do not follow his 'Cosmografia', because, to haveobserved his meridians or parallels or degrees, it would be necessary in respect to the settingout of the known parts of this circumference, to leave out many provinces not mentioned byPtolemy. But principally in latitude, that is from south to north, he has much 'terraincognita', because in his time it was unknown.

Brother Mauro added the new discoveries to his maps but he made no improvements in the science ofcartography. Despite 1300 years passing since Ptolemy's time, Mauro is still not able to give a goodapproximation for the circumference of the Earth writing:-

I have found various opinions regarding this circumference, but it not possible to verify them... they are not of much authenticity, since they have not been tested.

The means to make maps widely available also happened in the 15th century with the invention of theprinting press around the middle to the century. The first printed version of Ptolemy's Geographyappeared in 1475 being the Latin translation referred to above. This edition only contained the text andnot maps. The date of the first edition to contain maps is still disputed but may be the one printed in Romein 1478 which contained 27 maps. Many printed editions with maps followed in quick succession, andnewly discovered lands were soon included. New maps were added to various editions to include moreaccurate and detailed information about Europe, the first being in the Florence edition of 1480 whichcontained new maps of France, Italy, Spain and Palestine based on recent knowledge. The first to showthe New World was a new edition of the 1475 Rome edition, which appeared in 1508 with 34 maps. Theedition which many consider to be the first modern atlas (although the term 'atlas' was not used untilGerardus Mercator coined it around 1578) was published in Strasburg in 1513 with 27 maps of theancient world and 20 new maps based on recent knowledge produced by Martin Waldseemüller. He madea clear distinction between the two parts (see [7] where the following quotation is given):-

We have confined the Geography of Ptolemy to the first part of the work, in order that itsantiquity may remain intact and separate.

Waldseemüller's map of the world was the first to cover 360 of longitude and to show the complete coastof Africa. Another first for Waldseemüller occurred in an earlier work in 1507 in which he proposed thenaming of America (see [16] where the following quotation is given):-

Since another fourth part [of the world] has been discovered by Americus Vesputius, I do notsee why anyone should object to its being called after Americus the discoverer, a man ofnatural wisdom, Land of Americus or America, since both Europe and Asia have derivedtheir names from women.

Waldseemüller also made important contributions to the science of cartography. He wrote on surveyingand perspective and produced a booklet on how to use globes.

Arabic science continued to flourish, now along side European science, and mathematical geography sawimportant developments with Sulayman al-Mahri's Tuhfat al-fuhul fi tamhid al-usul and the commentary

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on it Kitab sarh written in the early sixteenth-century. Al-Mahri used astronomical observations of theheight of stars to determine the difference in latitude between two places. Trigonometric methods alloweddifferences in longitude to be calculated. He also developed a good understanding of how to compensatefor the errors caused by short-cuts in his mathematical calculations and also for errors caused byinaccurate data.

It was the 16th century which saw the first major mathematical improvements in cartography in Europealthough Regiomontanus had led the way towards the end of the 15th century. He set up a new press inNuremburg in 1472 and announced his intention to publish maps and books including Ptolemy'sGeography. With an interest in trigonometry, mathematical instruments, astronomy, and geography,Regiomontanus was in a good position to give a lead. He set up a workshop in Nuremburg to makemathematical instruments, and published works giving details of the use of the instruments. He realisedthat accurate coordinates of places were required to draw accurate maps and that the greatest problem wasin computing the longitude. He proposed the method of lunar distances to determine longitude which wasan important proposal. Johann Werner was a follower of Regiomontanus from Nuremburg. Werner's mostfamous work on geography is In Hoc Opere Haec Cotinentur Moua Translatio Primi Libri GeographicaeCl'Ptolomaei written in 1514. This book contains a description of an instrument with an angular scale ona staff from which degrees could be read off. It also gives a method to determine longitude based oneclipses of the Moon and makes a study of map projections. This work by Werner strongly influencedGerardus Mercator.

Albrecht Dürer visited Regiomontanus' workshops in Nuremburg when he was young lad. He wasfascinated with the ideas of projecting a sphere and also of what the Earth would look like if viewed fromthe heavens. He employed his ideas of perspective on maps, and in particular he collaborated with JohannStabius in the construction of globes in 1515. Apianus, a noted mathematician, began his publishingcareer with producing a world map Typus orbis universalis which he based on an earlier 1520 world mapby Martin Waldseemüller. His 1524 publication Cosmographia seu descriptio totis orbis was a workbased largely on Ptolemy which provided an introduction to astronomy, geography, cartography,surveying, navigation, weather and climate, the shape of the earth, map projections, and mathematicalinstruments.

Gemma Frisius was another mathematician who made significant contributions to cartography. Heproduced his own version of Apianus's Cosmographia a few years after the original edition. In 1530 hepublished On the Principles of Astronomy and Cosmography, with Instruction for the Use of Globes, andInformation on the World and on Islands and Other Places Recently Discovered which made majorcontributions to cartography. In particular he described how longitude could be calculated using a clockto determine the difference in local and absolute times, being the first to make such a proposal. In 1533Gemma Frisius published Libellus de locurum which described the theory of trigonometric surveying andin particular contains the first proposal to use triangulation as a method of accurately locating places. Thisprovided an accurate means of surveying using relatively few observations. Positions of places were fixedas the point of intersection of two lines and, as Frisius pointed out, only one accurate measurement ofactual distance was required to fix the scale. Not only did Frisius propose an efficient theoretical methodfor surveying which was needed to produce accurate maps, but he also produced the instruments withwhich to undertake the surveys and he published accurate maps using the data gathered from suchsurveys.

Following Gemma Frisius, major contributions were made by Gerardus Mercator who studied underFrisius. Mercator made many new maps and globes, but his greatest contribution to cartography must bethe Mercator projection. He realised that sailors incorrectly assumed that following a particular compasscourse would have them travel in a straight line. A ship sailing towards the same point of the compasswould follow a curve called a loxodrome (also called a rhumb line or spherical helix), a curve whichPedro Nunes, a mathematician greatly admired by Mercator, had studied shortly before. A new globewhich Gerardus Mercator produced in 1541 was the first to have rhumb lines shown on it. This work wasan important stage in his developing the idea of the Mercator projection which he first used in 1569 for a

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wall map of the world on 18 separate sheets. The 'Mercator projection' has the property that lines oflongitude, lines of latitude and rhomb lines all appear as straight lines on the map. In this projection themeridians are vertical and parallels having increased spacing in proportion to the secant of the latitude.Edward Wright published mathematical tables to be used in calculating Mercator's projection in 1599, see[20] for details.

Of course the Mercator projection has the property that distances near the poles are greatly distorted so itwas not easy to use the map to measure distances. Gerardus Mercator gave instructions on the map so thatfor two places if one knew any two of the following four pieces of data:

difference on longitudes,difference in latitudes,direction between them,distance between them,

then his formula allowed one to find the other two. It is interesting to realise that on a map of the worlddrawn with the Mercator projection, Greenland (whose area is about 2 million km2) appears to be largerthan Africa (whose area is about 30 million km2). As a world map the Mercator projection then hasconsiderable disadvantages (as necessarily do all projections) but for sea charts it is undoubtedly the bestprojection and was eventually adopted by all sailors.

Abraham Ortel, known by his Latinised name of Ortelius, was born in Antwerp on 4 April 1527. Hestudied Greek, Latin and mathematics and, strongly influenced by Gerardus Mercator, went on to open amap making business. He published the Theatrum orbis terrarum in 1570 which consisted of 70 mapspresented in a uniform style using the most up-to-date data. It was the most popular atlas of its time, andit is important in the history of cartography partly because Ortelius quotes 87 authorities for the data onwhich his maps are based. It appeared a few years before the atlas of Mercator began publication andmany argue that Mercator delayed in order to let his younger friend have priority. This, however, seemsunlikely and it is much more probable that Mercator's work was delayed, for by the 1570s he was an oldman with health problems.

By the 17th and 18th centuries scientific advances had paved the way for further improvements incartography. Not only were new methods being developed, but there were also arguments to produce adifferent type of map. For example Thomas Burnet in The theory of the earth (London, 1684) wrote:-

I do not doubt but that it would be of very good use to have natural maps of the Earth . . . aswell as civil. . . . Our common maps I call civil, which note the distinction of countries and ofcities, and represent the artificial Earth as inhabited and cultivated: But natural maps leaveout all that, and represent the Earth as it would be if there were not an Inhabitant upon it,nor ever had been - the skeleton of the Earth, as I may so say, with the site of all its parts.Methinks also a Prince should have such a draught of his country and dominions, to see howthe ground lies in the several parts of them, which highest, which lowest; what respect theyhave to one another, and to the sea; how the rivers flow, and why; how the mountains lie,how heaths, and how the marches. Such a map or survey would be useful both in time of warand peace, and many good observations might be made by it, not only as to natural historyand philosophy, but also in order to the perfect improvement of a country.

Progress in cartography now became dependent on having the means of accurately determining theposition of places in the world. Calculating latitude was easy, and had long been achieved with a sextant,but the problem of accurately calculating the longitude proved a great challenge. The story of attempts atsolving this problem are given in our two essays Longitude and the Académie Royale and English attackon the Longitude Problem and it is to these essays that we refer the reader for information on many laterdevelopments in cartography. The Low Countries had dominated developments in cartography through

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the 16th and early 17th centuries. However after this the centre of activity moved to France where anational survey based on a mathematical approach to trigonometric surveying led the way.

There is another problem with longitude, other than methods to calculate it, namely that a zero needs tobe set arbitrarily. At first, as is to be expected, several different places were chosen as the zero such asParis, Cadiz, Naples, Pulkova, Stockholm and London. International agreement was needed to setcartographic standards and the International Meridian Conference held in Washington D.C. USA in 1884had delegates from 26 countries. They standardised the Greenwich Meridian as the zero for longitude and,after some delay, all countries adopted this and the equator as the basic reference lines.

There is, of course, another decision to be taken in order to standardise maps, namely how the map isoriented. It is fairly logical to have either north or south at the top, but which is chosen is a completelyarbitrary decision. Early Christian maps had north at the top while early Arabic/Muslim maps had south atthe top. Without any international agreement, it has become standard practice to have north at the top of amap. Other collaborative international projects have been less successful. In 1891 there was anInternational Geographical Congress in Bern which established the International Map of the World.Standards were set and a symbol convention was chosen. The scale was to be 1:1000000 and severalnations agreed to cooperate to produce a world map to this standard. Some, but not all, of the proposedmaps have been produced but the project has never been completed.

Article by: J J O'Connor and E F Robertson

August 2002

MacTutor History of Mathematics[http://www-history.mcs.st-andrews.ac.uk/HistTopics/Cartography.html]