Abstract
In late December 1668 the Kangxi 康熙 emperor (r. 1662–1722) asked the Jesuit astronomer Ferdinand Verbiest (1623–1688) to give publicly verifiable proof that the western astronomical system introduced to China by the Jesuits was accurate. In response Verbiest proposed that he and his Chinese opponents should be set the task of predicting the length of the shadow cast by a gnomon of a given length at a given time on a given day, and his suggestion was accepted. Success in this experimental trial was vital to the future of the Jesuit mission in China. After repeating the trial at noon on three successive days, Verbiest was judged to have succeeded in showing the superiority of western methods in this respect. In this paper, we provide a detailed technical analysis of the methods used by Verbiest to make his predictions of gnomon shadows, and trace the sources of his skills back to his astronomical studies in Europe before his departure for China. In the course of this investigation, we discuss changes in European astronomical techniques up to the mid 17th century that played a decisive role in his predictive task. As a result of this analysis, we are able to explain certain previously puzzling features of Verbiest’s predictions as a rational response on his part to the contentious circumstances under which the trial was conducted.
Keywords
Introduction
In a previous publication we have given a detailed account of the political, cultural and religious context of certain events that took place in Beijing in the closing days of 1668 and early 1669, involving three Jesuit missionaries who had been under house arrest since 1665, and who were restored to imperial favour because of the success of one of their number in a test of astronomical skill. 1 The present study concentrates on certain technical aspects of that test which were not foregrounded in the previous discussion, but which turn out to be vital to understanding all the dimensions of the events described.
For the reader’s convenience, a brief recapitulation of the main events discussed in the previous study may be useful. Jesuit missionaries had served the Manchu rulers of the Qing 清 dynasty as official astronomers since the dynasty seized control of Beijing in 1644. But in autumn 1664, the Jesuits at court were imprisoned as a result of a prosecution launched by a Chinese literatus opposed to the Jesuit presence in China, Yang Guangxian 楊光先 (1597–1669) . Initial sentences of death or banishment on those Jesuits principally concerned were commuted to house arrest in May 1665, while their missionary colleagues elsewhere in China were removed to Canton. Several Chinese Christian officials holding posts in the Astronomical Bureau,
In December 1668 the presence of the three remaining Jesuits in Beijing came to the notice of the young Kangxi 康熙 emperor (r. 1662–1722), who the year before had formally assumed personal rule. The Jesuits were summoned to the palace, and at the suggestion of Verbiest the emperor ordered them to demonstrate their astronomical ability by predicting the noon shadow cast by a gnomon of given height on a given date, in a trial which was repeated on three successive days (27, 28 and 29 December). Yang Guangxian, then Director of the Astronomical Bureau, and the Deputy Director Wu Mingxuan 吳明烜 initially claimed to be able to make such predictions, but when put to the test were forced to admit their inability to do so. As a result of Verbiest’s acknowledged success in this trial, the Beijing Jesuits were released from confinement and the emperor and his advisors set Verbiest further tests. His success in these led to Yang and Wu being deprived of office in 1669, and to Verbiest’s effective appointment to fill most of the functions in the Bureau once exercised by Schall.
The present article deals with a question that was not touched on in our previous study: by what means did Verbiest succeed in making the predictions demanded of him? The answer to this question turns out to involve not only technical aspects of astronomical calculation, but also the compromises made by Verbiest to fulfil his imperative need to be judged as a success by people whose understanding of what he was doing was at best limited.
In the first place, we shall ask why Verbiest chose gnomon shadow predictions as the preferred test of his system’s validity. We then ask what exactly was it that he was attempting to predict, and what mathematical theory and tabulated data he needed to make his predictions. Next, we consider how Verbiest acquired the skills necessary to deal with such questions. We then look at a key element in understanding Verbiest’s approach, his handling of the two corrections normally applied to the sun’s theoretical altitude derived from astronomical tables in order to find the altitude as it will actually be measured by an observer in a particular position on the surface of the earth. We then attempt to reproduce the values of shadow length that Verbiest predicted for the three successive days of the trial. In making this attempt, we compare the results of three different methods of calculation that were available to Verbiest: first we use the method set out in the Chinese writings of the Jesuits themselves on astronomical calculation, next we use a method based on pre-calculated data in the ephemerides of Argoli, which we know to have been in Verbiest’s possession at the time he made his predictions, and finally we use the techniques set out in the Rudolphine tables of Kepler. The full details of these calculations, summarised in the main text, follow the Conclusion in the Appendices.
Whatever the method of calculation used, the resulting shadow lengths depend on certain assumptions concerning the location of the observer, and the corrections to calculated values required in order obtain the apparent position of the sun as seen by that observer. On the basis of a set of assumptions consistent with Verbiest’s explicit statements as well as with what is known of his astronomical studies, all three methods yield the noon shadow length given by Verbiest for the first day of the trial. However, none of the three methods, taken with the same assumptions, agree with the shadow lengths stated for the second and third days. Indeed, it becomes evident that no single method consistently applied could possibly reproduce all the predictions given by Verbiest for each of the three days of the trial. Finally, we suggest a possible reason for this apparent inconsistency, and examine its implications for our understanding of Verbiest’s motives in making his predictions.
Choosing the gnomon test
It was the emperor who demanded from Verbiest an objective test that could be applied to the rival astronomical systems presented before his court. In the audience of 26 December 1668 he asked: 南懷仁曆法。合天與否。有何明顯的據
What clear evidence is there that your astronomical system is or is not in conformity with the heavens? 2
Verbiest answered that since antiquity it had been the universal practice to test the validity of an astronomical system by observation. And what is more, the ideal instrument for testing the accuracy of a system in predicting the seasons was the gnomon: 要考騐曆法合天與不合天。從古以來。皆以測騐為據。如要知曆上所定節氣之日時刻度分。合天與否。無過於勾股表影之法。請先定一表。不拘長短。令兩家預推。某日某時刻。表影有若干長短。尺寸分釐。臨期公同測騐其誰合誰差。衆目共見。不辨自明。 In checking whether an astronomical system is or is not in conformity with the heavens, in all [cases] from antiquity onwards the proof has come from observation. If you wish to check whether the day, hour, and degree when the sun reaches a certain solar season according to an astronomical system is or is not in conformity with the heavens, there is nothing better than the method [that applies] right-angled triangles to gnomon shadows. I request that a gnomon be fixed – the length is immaterial – and that both parties be instructed to make predictions in advance, for a given day at a given time, of what the length of the gnomon shadow will be, in feet, inches and tenths and hundredths of an inch. We can then wait for the given instant, and then together determine who is accurate and who is in error. All eyes will see it: there need be no dispute since it will be self-evident.
3
In response, the emperor commanded that the shadow of a gnomon at noon the next day, 27 December, should be predicted. Verbiest was certainly right in pointing out that as far back as systematic records of astronomical practice by imperial officials can be traced, the ultimate test of an astronomical system was whether or not its predictions were in accordance with observation. 4 His proposal of an observational evaluation of competing systems was therefore completely within accepted norms, and was in no way alien to time-honoured Chinese practice. In this respect there was no ‘struggle over the rules of the game, the proper measurement of the truth of claims to knowledge’: Verbiest was simply stating the normal practice in such matters. 5
But why did Verbiest insist on the primacy of gnomon shadows as the preferred observational test, rather than, for instance, suggesting direct measurement of the angular altitude of the sun using a quadrant? The latter instrument had been the choice of Ptolemy of Alexandria, when in the second century CE he gave his views on the topic of solar observations in the . . . in so far as the accuracy of the observation is concerned, the former quantities [elevation of the pole and 2ε] can be exactly determined in the way we explained; but the ratios of the shadows in question to the gnomon cannot be determined with equal accuracy, since the moment of the equinox is, in itself, somewhat indeterminate, and the tip of the shadow at winter solstice is hard to discern.
6
The instrument preferred by Ptolemy for determining the basic data referred above to was not the gnomon. Earlier in his text he explains: . . . our first task, as we said, is to determine the inclination of the ecliptic to the equator . . . This quantity can be determined directly by an instrumental method, using the following simple apparatus. [He then describes how to make a graduated meridian ring in bronze, and to use it for observing solar altitude] [. . .] We found an even handier way of making this kind of observation by constructing, instead of the rings, a plaque of stone or wood [. . .]. On this we drew a quadrant [. . .].
7
In China, however, the status of the gnomon as the classic instrument for astronomical measurements was sanctioned by ancient authority, and even when instruments incorporating graduated rings had come into widespread use, the gnomon retained its place of honour. The primacy of the gnomon was established by the reference to its use in the 日至之景尺有五寸謂之地中。 When the [summer] solstice shadow [of an 8
The enduring status of the gnomon as the foundational astronomical instrument more than two millennia after the traditional date of the 天道運行,如環無端,治曆者必就陰消陽息之際,以為立法之始。陰陽消息之機,何從而見之? 惟候其日晷進退,則其機將無所遁。候之之法,不過植表測景,以究其氣至之始。 Heaven moves round in an endless cycle. Those who handle astronomical systems need to grasp the ebb and flow of Yin and Yang, in order to lay down the starting point of their methods. How can one observe the mechanism of how Yin and Yang ebb and flow? That is done by observing the advance and retreat of the solar shadow, so that nothing about the mechanism is hidden. The method of observation is none other than setting up a gnomon and measuring its shadow, so as to search out the starting point for the arrival of
The text continues by noting, as had Ptolemy, the difficulty of measuring shadow lengths precisely, but goes on to discuss the methods adopted by Yuan astronomers for dealing with that problem – including making the gnomon five times higher than the standard 8
There were, then, excellent reasons for choosing gnomon shadows as the scene of competition in the context of astronomy in China. Added to that, there was another strong reason for Verbiest’s choice – which was, as we shall shortly see, that although his opponents initially expressed complete confidence in their ability to handle a challenge on such a central astronomical issue as gnomon shadows when it was first put to them in audience with the emperor, Verbiest knew that it was unlikely that they actually possessed the technical means needed to meet the challenge in the precise form that the emperor had accepted. Further, the knowledge of relevant advances in astronomical techniques that he is likely to have gained during his studies in Europe before his departure for China in 1657 may have added to his confidence in his own ability to make successful predictions. 13
The dimensions of the problem
The different heights of the gnomons used on the 3 days of the trial, and the corresponding predictions of noon shadow lengths made by Verbiest are recorded in two printed texts by him. One was composed in Chinese not long after the events in question: this is
Verbiest’s shadow predictions.
The length unit
In his writings for a European readership, Verbiest claims that these predictions were acknowledged by all present to be a complete success. Previous authors have sometimes asked whether Verbiest’s predictions were, in fact, really correct. The best-known discussion in those terms is found in an article by Pingyi Chu, which makes use of calculations by Huang Yi-long.
18
Huang does not explain exactly how his calculations of shadow lengths were performed, apart from telling us that they were calculated in accordance with ‘modern astronomical knowledge’
Verbiest’s shadow lengths and Huang Yi-long’s calculations.
Huang notes that the discrepancy between his predictions and those of Verbiest is particularly large for the first day, and speculates that there may be an error in Verbiest’s Chinese text, which, he suggests, should be corrected to 16.86
But a more serious problem with the approach of Huang, followed by Chu, is that the question of what ‘correct’ means in this context is not raised, and, as we shall see, that is a crucial issue in making sense of Verbiest’s shadow predictions and the reaction to them. To clarify this issue, we shall try to answer the following questions:
(a) What was it that Verbiest was actually attempting to predict on each day of the trial?
(b) How did he carry out those predictions?
(c) What did those present at the times of observation think he should have been predicting?
Before we begin our analysis, it is important to note that calculating gnomon shadows in this way was an unusual procedure in China. Astronomers in East Asia had long made use of daily series of observational measurements of the lengths of noon gnomon shadows to deduce the precise moments of solar events crucial to the initial conditions of astronomical systems, such as solstices. As mentioned above, there are a number of examples of this in the Yuan dynasty
It was probably their knowledge of the way that shadow observations had been used in the past that led Yang Guangxian and Wu Mingxuan to excuse their ignorance of how to predict the shadow of a gnomon at noon on a given day in the following terms: 這箇我們不曉得。不能預先推定。但能看日影已到之處已後方知推算。 This is something beyond our understanding. We cannot make advance predictions. All we can do is to make calculations after we have seen where the shadow reaches to.
20
But Verbiest was taking things in the reverse order: he did not set out to use shadow observations to deduce the instant when a particular astronomical event had taken place, but instead began from a given time on a given date, and on that basis he undertook to predict how long the shadow then cast by a given gnomon would be. In order to make such predictions, Verbiest needed three things:
(a) Tables and procedures enabling him to find the position of the sun on the celestial sphere in angular coordinates at any desired instant.
(b) Knowledge of the angular altitude of the north celestial pole above the horizon at the point of observation (equivalent to the observer’s latitude), so that the orientation of the celestial sphere relative to that horizon was known, and hence the position of the sun relative to that horizon (specifically its noon altitude and zenith distance) could be determined.
(c) Trigonometric tables enabling the sun’s noon altitude above the horizon to be used to determine the shadow cast by a gnomon of known height.
The Season Granting system and its near twin the Great Concordance system both provided tables, and specified procedures for their use, adequate for (a),
21
and as for (b) the altitude of the pole had been systematically measured at 26 different locations in the Yuan empire in 1279 as part of the preparation of the Season Granting system.
22
In order to make the most precise predictions there were, as we shall see, certain corrections that needed to be applied to the results obtained for the sun’s altitude and zenith distance, but the major element possessed by Verbiest but not by his opponents was (c), trigonometrical tables. The Jesuits had introduced such tables into China early in the 17th century. A full set of tables in 6
To illustrate the crucial role of trigonometry in Verbiest’s task, consider Figure 1.

Gnomon, angles and shadow length.
Here a distant small bright light source, assumed to be far enough away so that it can be treated as being effectively a point, will cause the vertical gnomon of height h to cast a sharp edged shadow, length s, on the horizontal surface. The angle a is the altitude of the light source above the horizon, and angle z is its ‘zenith distance’. From the diagram, we see that since the gnomon is at right angles to the horizontal,
Since by definition of the tangent function tan (a) = h/s and tan (z) = s/h, we may write:
depending on which is more convenient. Thus if we know the height of the gnomon and either the altitude or the zenith distance, we can predict the length of the shadow that will be cast – but only if we have a table of tangents or its equivalent. Using the Great Concordance system, it would be possible to predict what a or z would be at noon on a given day at Beijing if the light source is the sun, but without a tangent table there would be no means of finding s by calculation.
To see how the noon altitude or zenith distance of a given celestial body may be found from more basic data obtainable from tables, consider Figure 2, which shows a vertical section through the celestial sphere along the meridian of a terrestrial observer.

Celestial sphere, latitude, declination, zenith distance and altitude.
The observer is at O, the centre of the sphere whose diameter is taken to be effectively infinite. N and S are the north and south points on the observer’s horizon, and Z is the zenith point of the sphere, vertically above the observer. P and P′ are the north and south celestial poles, through which runs the polar axis about which the celestial sphere appears to rotate in the course of a day and a night. The elevation of the north celestial pole above the horizon, L, is equal to the observer’s latitude. The line EE′ is a side view of the celestial equator, whose plane is perpendicular to PP′. The star X is currently on the north-south plane through the observer’s position which intersects the celestial sphere in the arc SXEZN, the observer’s meridian (or at least the part of it visible above the horizon). The angular distance of the star from the equator along the meridian is its declination, δ (delta).
Since OZ is perpendicular to SN, the angle between the plane of the celestial equator and the vertical is equal to L, and the zenith distance of the star will be:
and the altitude will be:
For a given observer, L is a fixed quantity dependent on their location. A star’s declination changes only very slowly in the course of centuries, due to the phenomenon of precession, and thus stars cross the meridian at the same altitude from one day to the next. The sun, moon and planets are however in constant motion on the celestial sphere, and thus astronomers in the pre-computer age would normally need to find the declination of the object of interest on a given day at a given time by consulting appropriate tables.
For a naked-eye terrestrial observer, a star is effectively a point source of light, which would cast a sharp-edged shadow, assuming that the star was bright enough for the shadow to be perceptible. If however we are dealing with the sun, the shadow is cast by light from an extended body appearing as a bright disk on the celestial sphere, of diameter about 30 minutes of arc. The visible shadow will therefore be composed of an infinite number of superposed shadows, each cast by a different point on the sun’s disk and hence differing slightly from one another in length and direction. As a result, the shadow will have fuzzy edges, but more importantly will not end sharply at some given length, but instead will fade away gradually, so it is difficult to decide exactly where it ends, and thus to define its length.
To avoid this uncertainty, the normal practice in 17th century Europe was therefore to define the

Finding the
The roman letters in the diagram have been added for ease of reference. As the accompanying text explains, the shadow of the vertical gnomon UV cast by the upper limb of the sun Z is VF, termed
But there are two further corrections that enter into the relationship between calculated values of the zenith distance or altitude of the solar centre, and the lengths of shadows actually observed. These corrections relate to two effects, refraction and parallax, the first representing the effect of the sun’s rays bending slightly on entering the atmosphere so that the altitude of the sun appears slightly greater than it would have done in the absence of an atmosphere, and the second resulting from the fact that an observer on the surface of the earth is not at the point for which astronomical tables are calculated (the centre of the earth), thus slightly changing the direction of the line from the observer to the sun, so as to decrease the observed altitude from the predicted value.
To understand Verbiest’s application of these corrections, we shall need to consider the background of his astronomical studies in 17th century Europe.
A Jesuit astronomer and his education: Verbiest’s sources
The densely referenced research of Noël Golvers relating to Ferdinand Verbiest is invaluable as a source of evidence for how and where Verbiest studied astronomy before his voyage to China; in this section we shall refer to Golvers’ work repeatedly.
Some of Verbiest’s training in this field is likely to have taken place during his apprenticeship as Schall’s assistant in Beijing from 1660, but it is also important to investigate what he is likely to have learned as a Jesuit student and teacher before his departure for China in 1658. Whatever he had learned by then was sufficiently impressive to have led both Schall and his Beijing colleague de Magalhães to look forward to his arrival in China as someone already ‘well versed in the science of mathematics’ (
Some elementary knowledge of basic astronomy was part of the Jesuit curriculum in philosophy, and indeed Verbiest himself tells us that his two colleagues in Beijing, Buglio and de Magalhães ‘had absorbed some principles of the two spheres [terrestrial and celestial] from their philosophical studies’ (
It is also possible to identify one highly probable textual source for at least some of the astronomical knowledge gained by Verbiest before he came to China. Giambattista Riccioli (1598–1671) was born a quarter of a century before Verbiest, and joined the Society of Jesus at the age of 16.
32
His major substantive post was as a professor of theology at the University of Bologna, but it was astronomy that drew him as a researcher, writer and teacher, and he was eventually allowed to devote himself to it full time. His first major work on this topic, with the ambitious title
A modern reader consulting Riccioli’s book may well feel that he succeeded in writing the book he intended to write. His writing is clear, detailed and gives full ‘state of the field’ reviews of all the topics he discusses, so that the reader is not only well informed of Riccioli’s views and his reasons for holding them, but is also told what all previous writers on the topics treated have said, from antiquity up to Riccioli’s day. In addition, he informs us of what he has learned from an extensive correspondence with contemporary astronomers throughout Europe. He gives frequent examples of the observations and calculations, by himself and others, on which his work is based, with detailed explanations designed to facilitate the work of students. To make his very substantial writings more accessible, he adds comprehensive and well-structured indexes and lists of tables at the end of his book. Riccioli has mostly been discussed by recent historians in relation to his opposition to heliocentrism, but his contemporaries valued his work as an indispensable and comprehensive technical and historical reference, irrespective of their religious allegiance. Thus the English astronomer John Flamsteed (1646–1719), appointed as the first Astronomer Royal in 1675 and by no means a geocentrist, appears to have ‘frequently consulted’ Riccioli’s book in the preparation of the Gresham lectures he delivered in London in 1681–84. 34
As a student (and later teacher) of mathematics and astronomy during this period, it is hard to believe that Verbiest would not have studied – even acquired – this comprehensive, up to date and reader-friendly book by a fellow Jesuit before leaving for China. This likelihood is greatly strengthened by the fact that Riccioli sent a copy of his recently published
By what one can only describe as a highly fortuitous coincidence, Riccioli wrote his book in Bologna, the one place in 17th century Europe where there was a well established tradition of interest in gnomon observations of the sun – and using gnomons twice as high as any constructed in China. The gnomon of Bologna did not take the form of a vertical pole, as in the Chinese tradition, nor of a horizontal bar mounted in a stone tower like the 10 m high Yuan dynasty gnomon mentioned above. Instead, the first version of the Bologna gnomon, set up by Egnazio Danti in 1576,
38
consisted of a hole pierced in the wall of a side chapel of the great university church of San Pietro, at a height of 65 feet of Bologna and 9.25 inches, equivalent to 25 m.
39
The sun’s light passing through this aperture fell on a meridian line marked on the floor of the church, and the Italian name of the line ‘

Danti’s gnomon in the church of San Pietro, Bologna: see
Danti’s gnomon was useful, but somewhat imperfect; its meridian line was forced by the layout of the church pillars to deviate from north-south alignment by 9°, and it was not precisely level. In 1655–56, Giovanni Domenico Cassini oversaw the construction in San Pietro’s of a new
Given Riccioli’s familarity with gnomon observations, it is not surprising that we find in Si Solis Altitudinem Meridianam, per umbram Gnomonis meridianam observare volueris, oportebit notam esse altitudinem styli & longitudinem umbrae meridianae [. . .] deinde per Trigonometriam inquirendus est in triangulo rectilineo rectangulo, angulus oppositus Gnomoni [. . .] qui angulus erit altitudo visa superioris Solis limbi, a qua si detraxeris semidiametrum Solis apparentem, relinquetur altitudo Solis, id est centri eius, apparens; quae correcta additione Parallaxeos, detractione Refractionis, dabit altitude[inem] veram Solis [. . .]. If you wish to observe the altitude of the sun by the noon shadow of a gnomon, you must note the height of the pillar [i.e. the gnomon] and the length of the noon shadow [. . .]. Next you use trigonometry to find the angle opposite the gnomon in the rectilinear right-angled triangle [. . .], which angle will be the apparent altitude of the upper limb of the sun, and if you subtract the apparent semidiameter of the sun [from the apparent altitude], that will leave the altitude of the sun, that is, of its centre; which, if corrected by the addition of the parallax and the subtraction of the refraction, will give the true altitude of the sun.
41
Given this explanation, it would have been simple for Verbiest to reverse the procedure, and calculate what length of shadow would result from using a given gnomon at a time when the altitude of the sun was known from tables. Thus, if Verbiest could use tables to calculate the true noon altitude of the sun’s centre on a given day, he could then apply the two corrections in reverse (subtracting parallax and adding refraction), add the semidiameter of the sun, and so find a value for the apparent altitude of the upper limb at noon on the given day. From this, using the equation given above
he could find the length of the
Since the quantities discussed in this example all related to the apparent sun, the question of corrections did not arise. But later in the same work, in discussion of observations made using a quadrant, Verbiest stresses the necessity of taking both factors mentioned by Riccioli, parallax and refraction, into account if underlying true values of celestial coordinates were to be deduced from apparent values. 44
The two corrections: What were they, and what were their values?
But what exactly were the refraction and parallax corrections specified by Riccioli? As already indicated, refraction is the physical effect operating on rays of light that enter the atmosphere at an angle to the vertical, as a result of which they change direction slightly towards the vertical, resulting in the celestial body that is the source of the light having an apparent altitude slightly greater than what would have been observed from the earth’s surface in the absence of an atmosphere. Parallax is the difference between the altitude of a celestial body (in this case the sun) as seen by an observer at the centre of the earth (which is the position for which tables of solar motions are calculated) and by an observer who is ‘off-centre’ somewhere on the earth’s surface, assumed for this purpose to be devoid of atmosphere. The result of parallax is to decrease the altitude of the celestial body slightly relative to what would have been seen from the centre of the earth. Parallax is thus in principle a quantity that can be calculated by trigonometry, given relative values for the radius of the earth and the distance of the sun from the earth; changing estimates of the dimensions of the solar system therefore necessarily implied changes in predicted values of parallax. 45 Refraction, on the other hand, had to be estimated in part at least empirically until the discovery and publication of a quantitative law of refraction by various authors during the first half of the 17th century. Both of these effects fall to zero when the object is seen at the zenith (90° altitude), and are at their maximum when it is seen on the horizon.
Refraction and parallax had been recognised in Europe since antiquity,
46
although they do not appear to have been discussed in China before the arrival of the Jesuits. In 1543 Copernicus discussed parallax in the context of his new cosmography, and gave a table of expected values for the parallaxes of sun and moon at all altitudes, using the parameters of his own system.
47
The first modern systematic consideration of parallax together with refraction was attempted by Tycho; however various factors including his under-estimate of the sun’s distance relative to the size of the earth, led him to greatly overestimate the magnitude of the necessary correction for parallax. In order to produce consistency with his own highly accurate observations, this error involved Tycho in having to assume that rays of light from the sun, the moon and the stars were refracted by slightly different angles, so that the refraction applied to observations of these bodies had to be tabulated separately.
48
It is, however, Tycho’s tables of refraction and parallax for the sun that are tabulated in the
The

Calculating parallax.
The observer is at D on the surface of the earth (of which only a quadrant is shown), whose semidiameter is r. Her local zenith is at A. The angle z (angle ADB) is the apparent zenith distance of the sun, whose altitude above her horizon will therefore be 90°–z. If however the observer was to use astronomical tables to find the zenith distance of the sun at her moment of observation, what she would find would not be z, but z′ (ACB), the zenith distance that would have been seen by an observer at the centre of the earth, C. The difference between the two angles is the sun’s parallax, p (angle DBC).
The diagram in Figure 5 shows the distance of the sun, s, as only about 5r. But no serious astronomer since antiquity has ever believed the s was any less than 1000r. If s = 1000r, the earth would be almost invisible on the diagram, and angle p would be no more than a few minutes at most, so we can make some approximations in our calculations with very little loss of accuracy.
Thus, if we begin by constructing DX at right angles to DB, then the angle CDX will be the altitude, 90°–z. Because p is so small, we may also take DX as being perpendicular to CB, so that the angle z′ is very nearly equal to z. DX can thus be found from:
Also, since XC is much smaller than s, we may take BX = s, and thus in the triangle XDB:
Using this expression, then given the ratio r/s we may calculate the parallax p for any apparent zenith distance, and thus for any apparent altitude. To obtain the true zenith distance from the apparent zenith distance we subtract the parallax, and to find the true altitude from the apparent altitude we add the parallax.
The maximum value of the parallax p will be seen when z = 90°, so that the sun is on the observer’s horizon. Then sin (z) = 1, so that:
This maximum value is called the ‘horizontal parallax’.
The explanatory text in
p = arcsin (1/1182) = 0;02,54°
This is indeed the maximum tabulated apogee value for parallax in Tycho’s table, translated in
If, however, Verbiest had studied those parts of Riccioli’s book that dealt with such questions, he would have soon realised that Tycho’s parallax values were widely regarded as obsolete by the time he began to study astronomy. The key point was that Tycho’s estimates of the distance of the sun were, by the middle of the 17th century, beginning to be seen as much too small, implying that his predicted values of parallax were too large. One of Riccioli’s major contributions to astronomy was his careful use of the telescope to find the distance of the moon by the process known as ‘lunar dichotomy’, by which one observed the moment when the edge of the ‘terminator’ ran in an apparent straight line from north to south in the observer’s field of view, giving an exact half-moon. At that moment, the line from the terrestrial observer to the moon was perpendicular to the line from the moon to the sun. This enabled him to estimate the ratio of the distance from the moon to the sun as a multiple of the distance from the earth to the moon; in turn, using an estimate of the earth-moon distance he went on to deduce that the ratio of the earth’s semidiameter to the distance of the sun at apogee was more like 1/7580 than Tycho’s 1/1182, leading to a value for maximum solar horizontal parallax of only 0;00,30° rather than Tycho’s 0;02,54°. 53 As Riccioli noted, this change not only involved the scale of the solar system, but also had implications for basic astronomical constants such as the obliquity of the ecliptic. Thus, he pointed out, an observation of the altitude of the sun made by him at Bologna in June 1646 would have implied an obliquity of the ecliptic equal to 23;31,02° using Tycho’s parallax, but yielded a value of 23;30,00° using his own new parallax. 54 Although Riccioli’s horizontal parallax was several times smaller than Tycho’s, it was however still large enough compared to the true value to force him, like Tycho, to give different tables for the refraction to be used for the sun, the moon and the fixed stars, in order to be consistent with observational results. 55
Riccioli was not alone in seeking to expand the dimensions of the solar system. He noted that Gottfried Wendelin (1580–1667), with whom he was in correspondence, had proposed distances of the sun double his own, which would have reduced the horizontal parallax of the sun to about 0;00,14°. Both Riccioli’s and Wendelin’s parallaxes were more realistic estimates than Tycho, but modern values of r = 6358 km (measured through the poles) and a mean distance for the sun of s = 149,597,900 km give a ratio of 1/23,440, leading to an even smaller horizontal parallax of 0;00,09°. 56
By the second half of the 17th century, when Verbiest studied and practised astronomy, it was clear that the old schemes of sizes and distances in the solar system were no longer to be trusted.
57
A striking instance of scepticism may be see in the early work of the Italian astronomer Giovanni Domenico Cassini (1625–1712), known as Jean-Dominique Cassini after his later move to Paris. In 1650, at the age of 25, he was appointed to the chair of astronomy at the University of Bologna. As we noted earlier, it was Cassini who replaced Danti’s
In it he refers to an observation he made on 4 April 1653, when he had observed a ‘dichotomy’ of the moon at its first quarter (implying that the angle earth-moon-sun was 90°) which be believed he could show took place only a few minutes away from the moment when the angle between the sight-lines from the observer to the moon and the sun were also at 90°, thus implying, as he says: . . . per consequens totam Lunae a Terra distantiam ad Solis a Luna distantiam insensibilem rationem habere, Terramque a Sole conspectam instar puncti apparere, & proinde distantiam oculi a Terrae centro nullam sensibilem parallaxim Solis efficere. . . . consequently the whole distance of the moon from the earth bears a negligible ratio to the distance of the sun from the moon, and the earth seen from the sun appears like a point, so that the distance of the [observer’s] eye from the centre of the earth will give rise to no perceptible solar parallax.
59
What is more, he claimed, this particular observation was exceptionally reliable, since it was based on direct measurement of the moon’s position relative to the fixed stars (and hence to the sun), and did not involve finding that position by using lunar tables. Nor did it in any way involve an estimate of lunar parallax. And its clear implication was that the actual size of the sun must be much larger than astronomers had so far taken it to be – so large, in fact, that it would equal previous estimates of the size of the cosmos made by ‘ancient astronomers’ (
When Cassini published these striking declarations in 1656, he was still a young man of 28. In an essay published 6 years later as part of the ephemerides prepared under the patronage of Marchese Cornelio Malvasia, a retired general, enthusiastic astronomical amateur and Senator of Bologna, he repeated the claim that the solar parallax was negligible – but only as the first of ‘two hypotheses competing with one another for pre-eminence’ (
We need not here follow the detailed development of ideas about solar parallax any further. It is sufficient to say that when Verbiest spent time with Riccioli’s promoter Kircher in Rome in 1652–3 (as already mentioned) it was more than likely that he would have heard of not only Riccioli’s considerable reduction of the solar parallax from the value given by Tycho, but also of its virtual elimination as claimed by Cassini after his observations of April 1653, made at Riccioli’s base in Bologna. The possible implications of this will emerge when we discuss the details of Verbiest’s shadow calculations in December 1668.
Reproducing Verbiest’s predicted shadow values: The first day
In this and the following section we shall try to answer two questions:
By what method, based on what textual resources, did Verbiest make his calculations of shadow lengths on 27, 28 and 29 December 1668?
Was his method of calculation consistent over those 3 days?
We may note that at the time of his shadow predictions Verbiest was confined to the Ingenue fateor, saepius ego quidem inter privatos, & domesticos parietes eiusmodi umbras antea venatus sum, & quidem stylis variis, iisque brevioribus, sed plerumque inter illas & calculum meo defectum aliquem, vel excessum observavi, quod quidem in ipsum instrumentum non exacte collocatum referendum putavi. It must in all fairness be said that I had frequently investigated such shadows within the walls of our residence, even with several different and shorter gnomons, but that I had mostly observed some deficit or surplus between the shadows and my calculations. I presumed that the reacon for this was the incorrect positioning of my instrument.
65
It is noteworthy that Verbiest attributes any discrepancies between prediction and observation to errors in positioning his instrument (probably referring to its not having been precisely levelled or aligned north-south) rather than to any error in his method of calculation, in which he appears to be quite confident.
At no point does Verbiest tell us what astronomical texts he was using as the basis of his calculations in late December 1668. There is only one text that we can say with certainty that he had at his disposal, and that is the 1648 three volume edition of the astronomical compendium by Andrea Argoli, the second and third volumes of which contain ephemerides giving the positions of the sun, moon and planets calculated at Rome noon at daily intervals from 1641 to 1700. We have a copy of this work from the collection of the Jesuit library in Beijing, with frequent annotations in the handwriting of Verbiest, 66 who mentions Argoli’s table in his own later account of the ‘restoration of European astronomy’ in 1668–9. 67 It is highly significant that this text has inked horizontal marks next to the entry rows for the ephemeris data for 27 and 28 December 1668, the first two dates for which Verbiest had to make shadow predictions. Since Argoli provides ready-made computations of solar longitudes, using these tables would have spared Verbiest a considerable amount of labour and uncertainty. Even if he did not use them as the basis of the predictions he submitted, a cross-check with Argoli’s tables would still have given him valuable reassurance that he had not made any gross error in his calculations.
On the other hand, Argoli’s book does not contain any trigonometrical tables, nor does it give values for the refraction and parallax corrections; in itself it was therefore not a sufficient resource to enable Verbiest to complete a set of shadow predictions. He must therefore have had some other text or texts at his disposal, of which the most probable candidate is the
If we follow the methods for finding the position of the sun on the celestial sphere set out in the
Finding zenith distance and altitude of sun on 27 December 1668.
Rows 1 and 2 give two important fixed parameters to be used in the calculation. Row 1 tells us how much the position of the sun shifts in longitude in 1 day. This quantity, which we label here as m, is at a maximum value at perigee, when the sun is closest to the earth and thus reaches its greatest apparent speed of motion along the ecliptic. In 1668 the perigee was about 6° to the east of the winter solstice. As can be seen from the
Row 2 gives the altitude, P, of the north celestial pole above the horizon at Beijing, as specified by Verbiest in a text he completed in early 1669, at most 2 months after the shadow trial of December 1668. 72 We may therefore adopt it here. This quantity is equal to the latitude of the place of observation; a modern value for the latitude of Beijing is identical to within 1 minute of arc.
Row 4 gives the time interval between the preceding midnight at Beijing and the true moment of winter solstice, when the sun is at a longitude of 270° measured from its spring equinox position. The process by which this quantity is derived from tabulated mean data is explained in Appendix A. Since we shall be concerned with positions of the sun at noon, we subtract this quantity from 12 hours in Row 5 to obtain T, the time interval from winter solstice to noon on the relevant day, 21 December.
In row 7, we go on to use the values of the daily motion m and the time T just calculated to find how far the sun moves from its winter solstice position by noon, N = m × T/(24 hours). In row 8, we add 6 m to find the motion of the sun from winter solstice at the noon of interest to us, 27 December.
We now consult another table, entitled Motion Declination (south) 6;20.00° 23;22,22° Difference −0;00,29° 6;30,00° 23;21,53°
We thus reckon the amount to be subtracted from the first declination as:
−0;00,29° × (0;02,59°/0;10,00°) = −29″ × (179″/600″) = −8.65″
So the resultant value of the south declination of the sun is:
This is the declination value, D, of the centre of the sun for noon on 27 December in row 10. By adding the polar altitude P we obtain the distance of the centre of the sun from the zenith:
The altitude of the centre of the sun is:
Using this information, we now have to choose values for the following three corrections in order to find the apparent zenith distance of the upper limb of the sun from the true zenith distance of the sun’s centre, and thus to predict the length of a gnomon shadow:
(a) The angle representing refraction, to be subtracted from the true zenith distance of the sun’s centre.
(b) The angle representing parallax, to be added to the true zenith distance of the sun’s centre.
(c) The angle representing the sun’s semidiameter, to be subtracted from the true zenith distance of the sun’s centre.
If we make the assumption that Verbiest would have uncritically adopted the values found in
(a) Refraction: 0;02,04°, by interpolating for the solar altitude in the table of refraction given in
(b) Parallax: 0;02,46° by interpolating for the solar altitude in the table of parallax given in
(c) Semidiameter of the sun: 0;15,30°, the value corresponding to perigee in the table of solar semidiameters given in
As a result of applying these corrections, we arrive at an apparent noon zenith distance for the sun’s upper limb of
We thus obtain for s, the
The value of the zenith distance that would have given the precise length actually predicted by Verbiest, 16.66
Let us look more closely at the value of the parallax correction used in the above calculation, As we have seen, it is highly unlikely, given his studies in Europe, that Verbiest would have been unaware that Tycho’s parallax values of half a century earlier, repeated in
If accordingly we set the solar parallax to zero, we find that the shadow length predicted would have been:
This is the length he actually predicted for the first day, 27 December. It therefore seems highly likely that Verbiest did make the assumption that the parallax was imperceptible compared to other relevant quantitites.
Reproducing Verbiest’s predicted shadow values: The second and third days
Now we have succeeded in reproducing the shadow prediction for the first day by a highly plausible method, we would expect to be able to do the same for the second and third days using the same procedure. But this turns out not to be the case. If, for instance, we use the
Reproducing Verbiest’s shadow predictions for first and subsequent days, using
The discrepancies between calculation and prediction for the second and third days are striking.
Lest it should be thought that this result is due to some anomaly in the data and calculation methods specified in
Shadows calculated using Argoli’s tables to find longitude and declination of sun.
For full calculation details, see Appendix C, Box A3. The similarity with the
If we choose a another means of calculation which, while less likely, might still have been used by Verbiest under the circumstances in which he found himself – the Rudolphine Tables of Kepler – we obtain the results in Table 5.
Shadows calculated using Rudolphine Tables to find longitude and declination of sun.
For full details of the calculations, see Appendix D, Box A4. The result for the first day’s shadow is still identical to Verbiest’s to within the precision he applies – but once more we see a worse match with Verbiest’s predictions for the next 2 days, with results very similar to those previously calculated.
If we look again at the implications of Verbiest’s data for gnomon height and shadow length (which as we have are attested by multiple sources in both Chinese and Latin), it can be seen that they have a highly problematic feature which is quite at odds with astronomical reality (Table 6).
Apparent zenith distances implied by Verbiest’s data, and by other predictive methods.
Since winter solstice fell on December 20th, the noon sun must have been steadily rising in the sky during the 3 days from 27 to 29 December, so that its zenith distance steadily decreased. Columns 6 and 7, which record the changes in noon zenith distances predicted by the
The only possible conclusion to be drawn is that whatever Verbiest’s method of calculation was for the shadow on the first day, he did not calculate the shadows on the following two days by the same method.
What might have motivated Verbiest to make a major change in his method of calculation after the first day? We suggest that the answer to this lies in something that happened on the observatory at noon on 27 December. As has already been set out in Cullen and Jami ‘Christmas 1668 and after’ (see Note 1, pp. 21–28), a serious problem arose on that first day, which Verbiest nowhere acknowledges in his own writings – indeed he claims that each day’s prediction was an unqualified success. However, the report of that day’s work submitted to the emperor by the responsible officials, while agreeing with Verbiest’s prediction of 16.66 南懷仁等將表影高做成八尺四寸九分。正午日影,到一丈六尺六寸六分之處畫界限。日到正午,我等公同看。得日影正合着所畫之制。楊光先說影已多九分等語。吳明烜朔已多六分等語。因本日具題。 Verbiest and his colleagues made the height of the gnomon 8
The response from the emperor was immediate: 旨:二十五日二十六日再測. Rescript: ‘Measure again on the 25th and 26th days [i.e. 28 and 29 December].’
80
It seems obvious what went wrong: Verbiest had carefully predicted the length of the umbral shadow of the gnomon, cast by the sun’s upper limb, as was normal practice in Europe when he learned astronomy – but both of his rivals saw that there was in fact a visible though fainter shadow continuing past the line marked by Verbiest. As Verbiest’s colleague Gabriel de Magalhães complained in his letter of 2 January 1669, Yang Guangxian and Wu Mingxuan were looking at the penumbral shadow which was visible beyond the end of the umbra: Só o adversario, e o mouro, e o Colao China, começarão maliciosamente a calumniar a acção, para todos tão rara, maravilhosa e nunca vista. Calumniavão elles, e como ignorantes do que o Poeta disse: Only the Adversary [Yang Guangxian], and the Moor [Wu Mingxuan], and the Chinese Colao [Grand Secretary Li Wei 李霨] began maliciously to calumniate what had been done, [which appeared] to everybody so rare, marvellous and never before seen. They calumniated, ignorant of what the poet said of ‘
Under these circumstances, then, the emperor took the prudent course of ordering that the trial should be continued for a further 2 days. For the second day, a much shorter gnomon 2.2
In this context, the results of a comparison between calculation and Verbiest’s stated prediction for the third day are highly suggestive. As we have seen, Verbiest seems to have used the result of calculation without modification on the first day. But on the third day, the prediction he put forward exceeded the unmodified calculated result rounded to the same precision by:
This is very close to the amount by which Yang Guangxian had complained that the shadow had fallen short on the first day. It may be that in his urgent need to extinguish any possibility of dissent on the last day, Verbiest simply increased his prediction for that day by an amount large enough to make up for the ‘missing shadow’ of which Yang Guangxian had complained on the first day for a gnomon of similar height . But a more general procedure seems a more probable choice by Verbiest: the same result would have been obtained by his decreasing solar altitude by 0;09,00°, about a little under 2/3 of the value of 0;15,30° for the sun’s semidiameter that Verbiest is likely to have adopted – so that he would have been allowing for the tendency of his adversaries to include part of the penumbra in the shadow length by predicting the shadow cast by a point some way between the sun’s centre and its upper limb, rather than the upper limb itself. Applying the same shift to the calculation for the second day produces a shadow prediction of 4.335
Conclusion
As we have seen, although gnomon observations traditionally played a larger role in astronomical practice in China than they did in Europe, it is very unlikely that Verbiest was unacquainted with such matters before his arrival in Beijing. The principal Jesuit astronomical writer active during the years preceding his departure for the East, Giambattista Riccioli, was based in Bologna and Verbiest is likely to have read his account of how he had made observations in the church of San Pietro with a gnomon larger than any to be found in China. Verbiest must therefore have approached the task of predicting the noon gnomon shadow in Beijung with some confidence. But although he was finally judged to have been successful, we have seen that the road to victory demanded that he should significantly modify his approach for the second and third days of observation.
This modification did not entail any compromise with the basic astronomical science used by Verbiest. On the first day, he calculated the shadow length with which he was familiar – the umbral shadow cast by the sun’s upper limb. But when it came to the test of observation, it became evident from their protests that his opponents did not see the ‘real shadow’ in their terms as being limited to the umbra, but as extending some way into the more visible parts of the penumbra. This was not a scientific error on their part, but was purely a difference of convention. In response, Verbiest appears to have adapted his calculations on subsequent days, so as to predict the shadow as he now knew that his opponents would recognise it. Such a change is evocative of the basic principle of the Jesuit missionary strategy of ‘accommodation’, in which one presents the substance of one’s message in a way that enables one’s audience to receive it. 84 As Ignatius of Loyola put it ‘Enter through the door of the other so as to make them leave through our door’: Verbiest wished to convince the supervising officials, and the emperor himself, of the efficacy of his methods of astronomical calculation – ultimately, of course, in the interests of propagating Christianity in China by re-establishing the Jesuit mission that had been terminated in 1665. 85 So on the second and third days he showed that he could predict the kind of shadow that his opponents thought he should be predicting, and in this he appears to have succeeded admirably.
What is more, Verbiest appears to have been quite open about what he was doing, since, as de Magalhães tells us in his letter of 2 January 1669, on 28 December he presented a diagram to the supervising officials explaining the distinction between the umbra and the penumbra with a clarity that led one Manchu official to exclaim ‘We have a great master [here]!’ (
By the middle of the 17th century there were those in non-Catholic Europe who might have seen Verbiest’s flexibility as all too typical of what a modern author has called the ‘facility with which Jesuit scientists adapted their work to [. . .] many different environments’ with ‘serious consequences for the way in which Jesuit statements about the natural world were evaluated by natural philosophers outside the order’. 87 Such an evaluation of Verbiest’s actions in the present case would however be baseless. Verbiest’s calculation techniques were as accurate as the astronomy of his day permitted them to be, and his flexible use of those techniques to predict the quantities that he found that his Chinese opponents regarded as significant was not only unexceptionable, but showed his mastery of the topic.
