Herschel and the Milky Way
Although Herschel’s discovery of Uranus made his reputation, it was far from being his most important contribution. During the 18th century, astronomers had measured the proper motions of a reasonably large number of stars. (Proper motion is the slow drift of a star with respect to its neighbours, which slowly causes the constellations to change shape. The first few proper motions were announced in 1718 by Halley, who found them by comparing recently observed star positions with data recorded in Ptolemy’s Almagest.) Herschel noted that many of the stars with substantial proper motions are bright, which suggests that they might be nearby. He reasoned that if there is any pattern in the stellar proper motions, it might be due to the motion of the Sun through the field of stars. In 1783 Herschel published an analysis of 19 proper motions and concluded that the Sun is traveling through space in the direction of the constellation Hercules (toward a point called the solar apex). This was later questioned by the 19th-century German astronomer and mathematician Friedrich Bessel, who had many more proper motions to work with, but Herschel’s conclusion was ultimately proved correct.
Herschel was not only an excellent observer but also a remarkably inventive thinker in devising simplifying assumptions that allowed him to make theoretical progress. He was one of several people who in the mid- to late 18th century arrived at the idea that the Milky Way has the form of a flattened disk. However, only Herschel actually tried to deduce the structure of this vast star system. If one had a telescope sufficiently powerful to penetrate to the edge of the Milky Way and aimed the telescope in a direction lying in the plane of the Milky Way, one would look through a region dense with stars. In fact, the number of stars seen in the telescope’s field of view could be taken as a measure of the distance from the Sun to the edge of the Milky Way in that direction. Herschel made a large number of such counts, which he called “star gages,” and in 1785 drew the first quantitative chart of the Milky Way’s form. Later, when he realized that his telescope had not actually been powerful enough to penetrate to the galaxy’s edge, he abandoned this drawing. But because there was nothing that might replace it, Herschel’s drawing of the form of the Milky Way was frequently reprinted throughout the 19th century.
Herschel and his sister Caroline Herschel expended prodigious time and effort in cataloging the nebulae. A few small nebulous, or cloudlike, patches in the night sky are visible to the naked eye and had been mentioned by ancient Greek and medieval Arabic astronomers. In 1755 German philosopher Immanuel Kant suggested that these nebulae might be vast systems of stars, comparable to the Milky Way. These later came to be called “island universes,” but at this stage the notion was purely speculative. Nebulae could be troublesome, since astronomers on the lookout for new comets could easily mistake an uncataloged nebula for a comet. In 1771 French astronomer Charles Messier published a list of 45 nebulae to keep himself and other comet searchers from wasting time. In 1784 his list was expanded to 103. These Messier objects are today favourite objects for amateur astronomers. William Herschel received a copy of one of Messier’s lists. Caroline, who swept for comets by using a special telescope that William had made for her, soon noticed nebulae not on Messier’s list. As a consequence, William became interested in nebulae and systematically searched for them while engaged in other observing chores. Over 20 years he raised the number of known nebulae to about 2,500. It had been known since Galileo that through a good telescope, some nebulae could be resolved into stars. Were the nebulae really all star systems at vast distances from Earth, or were there also regions of true nebulosity, clouds of luminous fluid? Recent drawings of the Orion nebula, when compared with a drawing made by Christiaan Huygens in the 17th century, seemed to show that this nebula had changed form, which implied that it had to be close, relatively small, and not made of stars. Herschel’s opinions changed in the course of his career, but he tended to regard nebulae as star systems in the process of evolution toward denser states, with the evolution driven by universal gravitation. Today it is known that “nebulae” come in several kinds: some are clouds of glowing gas; some are clusters of stars; and some really are galaxies comparable in size to the Milky Way. But this understanding was not possible until the 19th-century development of spectroscopy and the 20th-century measurement of the distance to another galaxy.
Herschel was unusual among the astronomers of his day, because he concerned himself with the larger construction of the heavens and was far less interested in the ordinary business of professional astronomy, which meant making exactingly accurate position measurements. Herschel helped to open the road to a new physical astronomy that really came into its own only in the 20th century. Nevertheless, there were important discoveries to be made with the old style of astronomy, conducted at universities or sponsored by national observatories, ostensibly because of its application to navigation.
English astronomer James Bradley was perhaps the most significant of the old-style 18th-century observers. High-precision measurements of star positions that he made in the 1720s led him to the discovery of the aberration of starlight. It had been known since the late 17th century that light has a finite speed. Danish astronomer Ole Rømer used that idea in 1676 to explain why the eclipses of the satellites of Jupiter appear to run alternately about 10 minutes ahead of or behind schedule over the course of a year. Christiaan Huygens then worked out a numerical estimate for the speed of light that was published in his Traité de la Lumière (Treatise on Light, 1690). Bradley discovered that the fixed stars too suffer apparent annual changes in their positions. For example, a star near the pole of the ecliptic (seen at right angles to the plane of Earth’s orbit) appears to execute a small circular motion, of 20 seconds of arc radius, in the course of a year. A second discovery by Bradley introduced an even more troublesome complication—the nutation (or nodding) of Earth’s axis, which has an amplitude of about 8 seconds. Because of aberration and nutation, the fullest possible precision of astronomical observations could not be achieved unless the observations were corrected for these effects.
Precise calculations and observations
A major aspect of 19th-century astronomy was the move toward greater precision both in methods of calculation and in quantitative methods of observation. Here the natural successor to Bradley was Friedrich Wilhelm Bessel, who reduced Bradley’s enormous collection of star positions for aberration and nutation and in 1818 published the results in a new star catalog of unprecedented accuracy, the Fundamenta Astronomiae (“Foundations of Astronomy”).
No better demonstration of improved methods could be wished for than the near-simultaneous measurements of stellar parallaxes by Friedrich Georg Wilhelm von Struve of the star Vega in 1837, by Bessel of the star 61 Cygni in 1838, and by Scottish astronomer Thomas Henderson of the triple star Alpha Centauri in 1838. The annual parallax is the tiny back-and-forth shift in the direction of a relatively nearby star, with respect to more-distant background stars, caused by the fact that Earth changes its vantage point over the course of a year. Since the acceptance of Copernicus’s moving Earth, astronomers had known that stellar parallax must exist. But the effect is so small (because the diameter of Earth’s orbit is tiny compared with the distance of even the nearest stars) that it had resisted all efforts at detection. For example, the parallax of 61 Cygni is 0.287 seconds of arc (1 second of arc = 1/3,600 of a degree). The shift from parallax was observed only after the development of precise astronomical instruments, such as the heliometer that German physicist and optician Joseph von Fraunhofer built for Bessel, that could measure stellar positions to the necessary accuracy of hundredths of a second of arc. (In the preceding century Bradley, who could measure stellar positions only with an accuracy of half a second of arc, had been making a failed attempt to detect stellar parallax when he stumbled instead on the aberration of light.) The successful measurement of stellar parallaxes gave for the first time accurate values for the distances of stars other than the Sun.
By about 1820 it was clear that Uranus was not keeping to the schedule of motion predicted for it. In the 1840s John Couch Adams in England and Urbain-Jean-Joseph Le Verrier in France independently sought to explain the anomaly through the gravitational attraction of an undiscovered planet outside the orbit of Uranus. Both Adams and Le Verrier assumed the rough validity of the Titius-Bode law to make their calculations easier. Adams predicted a place in the zodiac where astronomers should look, but at first he could not get the English astronomical community to tackle the job. Le Verrier had better luck, for his prediction was taken up immediately by Johann Gottfried Galle at the Berlin Observatory, who found the new planet Neptune in 1846, near the place in the sky where Le Verrier said it would be. This episode caused a stormy period in English-French scientific relations, as well as recriminations in the English astronomical community for the failure to pursue Adams’s prediction in a timely way.
In Ireland a wealthy amateur, William Parsons, 3rd earl of Rosse, inspired by Herschel’s example, continued the quest for larger and better telescopes. Because Herschel had treated the optics of his large telescopes as trade secrets, Rosse had to do all his own design by trial and error. In 1839 Rosse built a 36-inch (91-cm) reflecting telescope, with the mirror made of polished metal, and then, in 1845, the 72-inch (183-cm) “Leviathan of Parsonstown.” That year, using this gigantic instrument, Rosse observed and sketched the spiral form of the nebula known as Messier 51. Three years later he sketched the spiral shape of Messier 99. Rosse and his helpers eventually described more than 60 spiral nebulae.
The rise of astrophysics
In 1835 the French positivist philosopher Auguste Comte cited the chemical constitution of the stars as an example of knowledge that might be forever hidden. However, unknown to Comte, the development of spectroscopy was already revealing the composition of the stars and permitting the emergence of a true astrophysics. In 1802 English physician William Hyde Wollaston saw several dark gaps or lines in the Sun’s spectrum and conjectured that these might be the natural boundaries between colours. The dark lines in the solar spectrum were rediscovered around 1814 in Munich by Fraunhofer, who cataloged some 500 of them. Fraunhofer noted that his dark D line in the yellow part of the solar spectrum matched up with the well-known bright line in the spectrum of a candle flame. Fraunhofer also showed that light from Venus shows the same structure as sunlight, and he observed dark lines in the spectra of a number of bright stars.
A key step was taken in 1849 by French physicist Jean Foucault, who showed that the bright orange lines seen in the light emitted by a carbon arc could also be observed as dark absorption lines in sunlight that was passed through the gas around the arc. Thus, a gas that can be stimulated to emit a particular colour will also preferentially absorb that same colour. Around 1859 German chemist Robert Wilhelm Bunsen and physicist Gustav Robert Kirchhoff showed how to associate spectral lines with particular chemical elements. From an analysis of the dark lines in the solar spectrum, Kirchhoff concluded that iron, calcium, magnesium, sodium, nickel, and chromium were present in the Sun. In 1868 English astronomer Joseph Norman Lockyer identified an orange line in a solar-prominence spectrum that had no counterpart in that of any known element, so he ascribed it to a new element, which he called helium (after helios, the Greek name for the Sun and the Sun god). Helium was not isolated on Earth until 1895 by Scottish chemist William Ramsay.
In the 1860s Italian astrophysicist Angelo Secchi described the spectra of some 4,000 stars and classified them into four groups. A star’s spectrum is continuous, with all the colours present, though it may be brighter in one or another part of the spectrum according to the temperature of the star. (Cooler stars are redder.) Typically, the continuous spectrum is also overlaid with a number of dark absorption lines. Secchi’s classification scheme was based on the overall colour of the star, the number and kind of absorption lines, and other features of the spectrum. This work, performed before the application of photography to spectroscopy, was slow and very tedious.
Also in the 1860s English astronomer William Huggins observed the spectrum of a bright nebula and found that it consisted only of bright emission lines. This was therefore a glowing gas—a case of true nebulosity. Huggins went on to observe about 70 nebulae. He found that the nebulae consisted of two major groups. About one-third were gaseous, and about two-thirds showed the continuous spectrum that would be expected of unresolved stars.
A major centre of spectroscopy in the next generation was the Harvard College Observatory, under the direction of American astronomer Edward Charles Pickering. By putting a prism in front of the object lens of a telescope, his team was able to photograph the spectra of many stars at once. The resulting Henry Draper Catalogue (named to recognize the financial support for the project provided by Draper’s widow) appeared in nine volumes between 1918 and 1924 and contained over 225,000 spectra. Key to this work was a new stellar-classification scheme (still in use today—for example, the Sun is a G-type star) refined by American astronomer Annie Jump Cannon, who had joined Pickering’s team in 1895.
In the mid-19th century there was considerable dispute about the reality and nature of the Doppler effect. A shift in the frequency of light received from a moving source had been proposed in 1842 by the Austrian physicist Christian Doppler, who (wrongly) thought that in this way he could explain the colours of binary stars. The Doppler effect was demonstrated for sound by the Dutch physicist Christophorus Henricus Didericus Buys-Ballot in 1845 by putting musicians on a moving train. In 1868 Huggins measured a small shift in the position of the F line in the hydrogen spectrum for Sirius, which was interpreted as being caused by the radial motion of the star with respect to Earth. Strong confirmation of the Doppler effect for light was obtained in the 1870s by German astronomer Hermann Karl Vogel, who measured the spectral shift between the east and west edges of the rotating Sun. In the 1880s Vogel and German astronomer Julius Scheiner began to measure the radial velocities of stars by using photographic spectra. The tabulation of spectral types and radial velocities soon became a standard part of star cataloging.
The cataloging of stellar spectra opened the way for new discoveries, for it soon became clear that the spectral type of a star has a relation to the star’s intrinsic brightness. However, since a star will look dimmer the farther away it is, the intrinsic brightness (or absolute magnitude) of a star cannot be known unless one first has a way to determine the distance. American astronomer Henry Norris Russell in 1913 published a scatter plot correlating absolute magnitude with spectral type, using only stars for which he judged that the distances had been well determined. Slightly earlier, German astronomer Hans Rosenberg and Danish astronomer Ejnar Hertzsprung had plotted similar diagrams, using only stars from a single cluster, either the Pleiades or the Hyades. (Stars in a single cluster are all at roughly the same distance from Earth, so their apparent magnitudes can be used as replacements for their absolute magnitudes.) The resulting scatter plots are called Hertzsprung-Russell (H-R) diagrams. The H-R diagram revealed that most stars lie on a “main sequence,” in which absolute magnitude is positively correlated with temperature. Bluer main-sequence stars (spectral type O or B) are much brighter than main-sequence red stars (spectral type K or M). The H-R diagram also showed a second branch, in which there are reddish stars that are much brighter than those on the main sequence. If these bright red stars have the same surface temperature (because they are of the same spectral type) as a main-sequence star but are much brighter, they must be physically larger, and they soon came to be called “red giants.” White dwarfs were soon discovered as yet another branch. The H-R diagram became crucial for guiding speculations about the evolution of stars.
The source of the energy that drives the stars had been a great mystery. In the 19th century, chemical combustion and heating due to gravitational contraction were the only possibilities, but Scottish physicist William Thomson (Lord Kelvin) pointed out that a chemical process could hardly last more than 3,000 years. In various versions of heating by release of gravitational energy, the Sun was supposed to be contracting slowly (by about 75 metres [246 feet] per year) or else be heated by the continual infall of meteoric matter. After the discovery of radioactivity in the 1890s and the realization that Earth’s interior was warmed by this mechanism, various schemes were proposed for explaining stellar energy in terms of radioactive decay. The true explanation came only after German American physicist Albert Einstein’s 1905 publication of the mass-energy relation (E = mc2, a consequence of special relativity). In the 1920s English astrophysicist Arthur Eddington proposed the proton-proton reaction, in which four atoms of hydrogen are combined to produce one atom of helium, with the mass difference released in the form of energy. Because of the primitive state of nuclear physics at the time, he could not say in detail how this might occur, but he pointed to the mere existence of helium in the stars as the surest proof that such a process must exist. Nuclear physics gained a firm foundation in the early 1930s with the discovery of the neutron and of deuterium (a heavy isotope of hydrogen with a proton and a neutron in its nucleus). From then on, progress was rapid. In 1937 German physicist Carl Friedrich von Weizsäcker discovered the CNO cycle, in which carbon, nitrogen, and oxygen act as catalysts in a sequence of nuclear reactions that leads to the conversion of hydrogen into helium. In 1939 German American physicist Hans Bethe published a more detailed and quantitative study of the CNO cycle that finally put stellar astrophysics on a secure footing. Bethe also treated in detail the proton-proton reaction that Eddington had only guessed at. In a collision at high temperature, two protons may stay close enough together for the brief time required for one of them to be converted into a neutron by emission of a positron; thus, deuterium is formed. From deuterium, helium may then be built up in several different ways. Bethe also showed that the CNO cycle is more important in high-temperature stars and the proton-proton reaction more important in cooler stars. Nuclear physics was successfully integrated with what was known about the conditions of temperature and density in the interiors of stars.