University of Virginia Library

ARCHIMEDES OF SYRACUSE AND THE FOUNDATION OF
MECHANICS

We do not know just when Euclid died, but as he was at the height of his fame in the time of Ptolemy I., whose reign ended in the year 285 B.C., it is hardly probable that he was still living when a young man named Archimedes came to Alexandria to study. Archimedes was born in the Greek colony of Syracuse,

on the island of Sicily, in the year 287 B.C. When he visited Alexandria he probably found Apollonius of Perga, the pupil of Euclid, at the head of the mathematical school there. Just how long Archimedes remained at Alexandria is not known. When he had satisfied his curiosity or completed his studies, he returned to Syracuse and spent his life there, chiefly under the patronage of King Hiero, who seems fully to have appreciated his abilities.

Archimedes was primarily a mathematician. Left to his own devices, he would probably have devoted his entire time to the study of geometrical problems. But King Hiero had discovered that his protégé had wonderful mechanical ingenuity, and he made good use of this discovery. Under stress of the king's urgings, the philosopher was led to invent a great variety of mechanical contrivances, some of them most curious ones. Antiquity credited him with the invention of more than forty machines, and it is these, rather than his purely mathematical discoveries, that gave his name popular vogue both among his contemporaries and with posterity. Every one has heard of the screw of Archimedes, through which the paradoxical effect was produced of making water seem to flow up hill. The best idea of this curious mechanism is obtained if one will take in hand an ordinary corkscrew, and imagine this instrument to be changed into a hollow tube, retaining precisely the same shape but increased to some feet in length and to a proportionate diameter. If one will hold the corkscrew in a slanting direction and turn it slowly to the right, supposing that the point dips up a portion of water each time it revolves,

one can in imagination follow the flow of that portion of water from spiral to spiral, the water always running downward, of course, yet paradoxically being lifted higher and higher towards the base of the corkscrew, until finally it pours out (in the actual Archimedes' tube) at the top. There is another form of the screw in which a revolving spiral blade operates within a cylinder, but the principle is precisely the same. With either form water may be lifted, by the mere turning of the screw, to any desired height. The ingenious mechanism excited the wonder of the contemporaries of Archimedes, as well it might. More efficient devices have superseded it in modern times, but it still excites the admiration of all who examine it, and its effects seem as paradoxical as ever.

Some other of the mechanisms of Archimedes have been made known to successive generations of readers through the pages of Polybius and Plutarch. These are the devices through which Archimedes aided King Hiero to ward off the attacks of the Roman general Marcellus, who in the course of the second Punic war laid siege to Syracuse.

Plutarch, in his life of Marcellus, describes the Roman's attack and Archimedes' defence in much detail. Incidentally he tells us also how Archimedes came to make the devices that rendered the siege so famous:

"But Archimedes having told King Hiero, his kinsman and friend, that it was possible to remove as great a weight as he would, with as little strength as he listed to put to it: and boasting himself thus (as they report of him) and trusting to the force of his reasons, wherewith he proved this conclusion, that if there were another globe of earth, he was able to remove this of ours, and pass it over to the other: King Hiero wondering to hear him, required him to put his device in execution, and to make him see by experience, some great or heavy weight removed, by little force. So Archimedes caught hold with a book of one of the greatest carects, or hulks of the king (that to draw it to the shore out of the water required a marvellous number of people to go about it, and was hardly to be done so) and put a great number of men more into her, than her ordinary burden: and he himself sitting alone at his ease far off, without any straining at all, drawing the end of an engine with many wheels and pulleys, fair and softly with his hand, made it come as gently and smoothly to him, as it had floated in the sea. The king wondering to see the sight, and knowing by proof the greatness of his art; be prayed him to make him some engines, both to assault and defend, in all manner of sieges and assaults. So Archimedes made him many engines, but King Hiero never occupied any of them, because he reigned the most part of his time in peace without any wars. But this provision and munition of engines, served the Syracusan's turn

marvellously at that time: and not only the provision of the engines ready made, but also the engineer and work-master himself, that had invented them.

Polybius describes what was perhaps the most important of these contrivances, which was, he tells us,

"Marcellus was in no small degree embarrassed,'' Polybius continues, "when he found himself encountered in every attempt by such resistance. He perceived that all his efforts were defeated with loss; and were even derided by the enemy. But, amidst all the anxiety that he suffered, he could not help jesting upon the inventions of Archimedes. This man, said he, employs our ships as buckets to draw water: and boxing about our sackbuts, as if they were unworthy to be associated with him, drives them from his company with disgrace. Such was the success of the siege on the side of the sea.''

Subsequently, however, Marcellus took the city by strategy, and Archimedes was killed, contrary, it is said, to the express orders of Marcellus. "Syracuse being taken,'' says Plutarch,

We are further indebted to Plutarch for a summary of the character and influence of Archimedes, and for an interesting suggestion as to the estimate which the great philosopher put upon the relative importance of his own discoveries. "Notwithstanding Archimedes had such a great mind, and was so profoundly learned, having hidden in him the only treasure and secrets of geometrical inventions: as be would never set forth

any book how to make all these warlike engines, which won him at that time the fame and glory, not of man's knowledge, but rather of divine wisdom. But he esteeming all kind of handicraft and invention to make engines, and generally all manner of sciences bringing common commodity by the use of them, to be but vile, beggarly, and mercenary dross: employed his wit and study only to write things, the beauty and subtlety whereof were not mingled anything at all with necessity. For all that he hath written, are geometrical propositions, which are without comparison of any other writings whatsoever: because the subject where of they treat, doth appear by demonstration, the maker gives them the grace and the greatness, and the demonstration proving it so exquisitely, with wonderful reason and facility, as it is not repugnable. For in all geometry are not to be found more profound and difficult matters written, in more plain and simple terms, and by more easy principles, than those which he hath invented. Now some do impute this, to the sharpness of his wit and understanding, which was a natural gift in him: others do refer it to the extreme pains he took, which made these things come so easily from him, that they seemed as if they had been no trouble to him at all. For no man living of himself can devise the demonstration of his propositions, what pains soever he take to seek it: and yet straight so soon as he cometh to declare and open it, every man then imagineth with himself he could have found it out well enough, he can then so plainly make demonstration of the thing he meaneth to show. And therefore that methinks is likely to be true, which they write of him: that he was so ravished and drunk with the sweet enticements of this siren, which as it were lay continually with him, as he forgot his meat and drink, and was careless otherwise of himself, that oftentimes his servants got him against his will to the baths to wash and anoint him: and yet being there, he would ever be drawing out of the geometrical figures, even in the very imbers of the chimney. And while they were anointing of him with oils and sweet savours, with his finger he did draw lines upon his naked body: so far was he taken from himself, and brought into an ecstasy or trance, with the delight he had in the study of geometry, and truly ravished with the love of the Muses. But amongst many notable things he devised, it appeareth, that he most esteemed the demonstration of the proportion between the cylinder (to wit, the round column) and the sphere or globe contained in the same: for he prayed his kinsmen and friends, that after his death they would put a cylinder upon his tomb, containing a massy sphere, with an inscription of the proportion, whereof the continent exceedeth the thing contained.'' [68]

It should be observed that neither Polybius nor Plutarch mentions the use of burning-glasses in connection with the siege of Syracuse, nor indeed are these referred to by any other ancient writer of authority. Nevertheless, a story gained credence down to a late day to the effect that Archimedes had set fire to the fleet of the enemy with the aid of concave mirrors. An experiment was made by Sir Isaac Newton to show the possibility of a phenomenon so well in accord with the genius of Archimedes, but the silence of all

the early authorities makes it more than doubtful whether any such expedient was really adopted.

It will be observed that the chief principle involved in all these mechanisms was a capacity to transmit great power through levers and pulleys, and this brings us to the most important field of the Syracusan philosopher's activity. It was as a student of the lever and the pulley that Archimedes was led to some of his greatest mechanical discoveries. He is even credited with being the discoverer of the compound pulley. More likely he was its developer only, since the principle of the pulley was known to the old Babylonians, as their sculptures testify. But there is no reason to doubt the general outlines of the story that Archimedes astounded King Hiero by proving that, with the aid of multiple pulleys, the strength of one man could suffice to drag the largest ship from its moorings.

The property of the lever, from its fundamental principle, was studied by him, beginning with the self-evident fact that "equal bodies at the ends of the equal arms of a rod, supported on its middle point, will balance each other''; or, what amounts to the same thing stated in another way, a regular cylinder of uniform matter will balance at its middle point. From this starting-point he elaborated the subject on such clear and satisfactory principles that they stand to-day practically unchanged and with few additions. From all his studies and experiments he finally formulated the principle that "bodies will be in equilibrio when their distance from the fulcrum or point of support is inversely as their weight.'' He is credited with having summed up his estimate of the capabilities of the

lever with the well-known expression, "Give me a fulcrum on which to rest or a place on which to stand, and I will move the earth.''

But perhaps the feat of all others that most appealed to the imagination of his contemporaries, and possibly also the one that had the greatest bearing upon the position of Archimedes as a scientific discoverer, was the one made familiar through the tale of the crown of Hiero. This crown, so the story goes, was supposed to be made of solid gold, but King Hiero for some reason suspected the honesty of the jeweller, and desired to know if Archimedes could devise a way of testing the question without injuring the crown. Greek imagination seldom spoiled a story in the telling, and in this case the tale was allowed to take on the most picturesque of phases. The philosopher, we are assured, pondered the problem for a long time without succeeding, but one day as he stepped into a bath, his attention was attracted by the overflow of water. A new train of ideas was started in his ever-receptive brain. Wild with enthusiasm he sprang from the bath, and, forgetting his robe, dashed along the streets of Syracuse, shouting: "Eureka! Eureka!'' (I have found it!) The thought that had come into his mind was this: That any heavy substance must have a bulk proportionate to its weight; that gold and silver differ in weight, bulk for bulk, and that the way to test the bulk of such an irregular object as a crown was to immerse it in water. The experiment was made. A lump of pure gold of the weight of the crown was immersed in a certain receptacle filled with water, and the overflow noted. Then a lump of pure silver of the

same weight was similarly immersed; lastly the crown itself was immersed, and of course—for the story must not lack its dramatic sequel—was found bulkier than its weight of pure gold. Thus the genius that could balk warriors and armies could also foil the wiles of the silversmith.

Whatever the truth of this picturesque narrative, the fact remains that some, such experiments as these must have paved the way for perhaps the greatest of all the studies of Archimedes—those that relate to the buoyancy of water. Leaving the field of fable, we must now examine these with some precision. Fortunately, the writings of Archimedes himself are still extant, in which the results of his remarkable experiments are related, so we may present the results in the words of the discoverer.

Here they are: "First: The surface of every coherent liquid in a state of rest is spherical, and the centre of the sphere coincides with the centre of the earth. Second: A solid body which, bulk for bulk, is of the same weight as a liquid, if immersed in the liquid will sink so that the surface of the body is even with the surface of the liquid, but will not sink deeper. Third: Any solid body which is lighter, bulk for bulk, than a liquid, if placed in the liquid will sink so deep as to displace the mass of liquid equal in weight to another body. Fourth: If a body which is lighter than a liquid is forcibly immersed in the liquid, it will be pressed upward with a force corresponding to the weight of a like volume of water, less the weight of the body itself. Fifth: Solid bodies which, bulk for bulk, are heavier than a liquid, when immersed in the liquid

sink to the bottom, but become in the liquid as much lighter as the weight of the displaced water itself differs from the weight of the solid.'' These propositions are not difficult to demonstrate, once they are conceived, but their discovery, combined with the discovery of the laws of statics already referred to, may justly be considered as proving Archimedes the most inventive experimenter of antiquity.

Curiously enough, the discovery which Archimedes himself is said to have considered the most important of all his innovations is one that seems much less striking. It is the answer to the question, What is the relation in bulk between a sphere and its circumscribing cylinder? Archimedes finds that the ratio is simply two to three. We are not informed as to how he reached his conclusion, but an obvious method would be to immerse a ball in a cylindrical cup. The experiment is one which any one can make for himself, with approximate accuracy, with the aid of a tumbler and a solid rubber ball or a billiard-ball of just the right size. Another geometrical problem which Archimedes solved was the problem as to the size of a triangle which has equal area with a circle; the answer being, a triangle having for its base the circumference of the circle and for its altitude the radius. Archimedes solved also the problem of the relation of the diameter of the circle to its circumference; his answer being a close approximation to the familiar 3.1416, which every tyro in geometry will recall as the equivalent of π.

Numerous other of the studies of Archimedes having reference to conic sections, properties of curves and spirals, and the like, are too technical to be detailed

here. The extent of his mathematical knowledge, however, is suggested by the fact that he computed in great detail the number of grains of sand that would be required to cover the sphere of the sun's orbit, making certain hypothetical assumptions as to the size of the earth and the distance of the sun for the purposes of argument. Mathematicians find his computation peculiarly interesting because it evidences a crude conception of the idea of logarithms. From our present stand-point, the paper in which this calculation is contained has considerable interest because of its assumptions as to celestial mechanics. Thus Archimedes starts out with the preliminary assumption that the circumference of the earth is less than three million stadia. It must be understood that this assumption is purely for the sake of argument. Archimedes expressly states that he takes this number because it is "ten times as large as the earth has been supposed to be by certain investigators.'' Here, perhaps, the reference is to Eratosthenes, whose measurement of the earth we shall have occasion to revert to in a moment. Continuing, Archimedes asserts that the sun is larger than the earth, and the earth larger than the moon. In this assumption, he says, he is following the opinion of the majority of astronomers. In the third place, Archimedes assumes that the diameter of the sun is not more than thirty times greater than that of the moon. Here he is probably basing his argument upon another set of measurements of Aristarchus, to which, also, we shall presently refer more at length. In reality, his assumption is very far from the truth, since the actual diameter of the sun, as we now know, is something like four hundred times that of the moon. Fourth, the circumference of the sun is greater than one side of the thousand-faced figure inscribed in its orbit. The measurement, it is expressly stated, is based on the measurements of Aristarchus, who makes the diameter of the sun 1/170 of its orbit. Archimedes adds, however, that he himself has measured the angle and that it appears to him to be less than 1/164, and greater than 1/200 part of the orbit. That is to say, reduced to modern terminology, he places the limit of the sun's apparent size between thirty-three minutes and twenty-seven minutes of arc. As the real diameter is thirty-two minutes, this calculation is surprisingly exact, considering the implements then at command. But the honor of first making it must be given to Aristarchus and not to Archimedes.

We need not follow Archimedes to the limits of his incomprehensible numbers of sand-grains. The calculation is chiefly remarkable because it was made before the introduction of the so-called Arabic numerals had simplified mathematical calculations. It will be recalled that the Greeks used letters for numerals, and, having no cipher, they soon found themselves in difficulties when large numbers were involved. The Roman system of numerals simplified the matter somewhat, but the beautiful simplicity of the decimal system did not come into vogue until the Middle Ages, as we shall see. Notwithstanding the difficulties, however, Archimedes followed out his calculations to the piling up of bewildering numbers, which the modern mathematician finds to be the

consistent outcome of the problem he had set himself.

But it remains to notice the most interesting feature of this document in which the calculation of the sand-grains is contained. "It was known to me,'' says Archimedes, "that most astronomers understand by the expression `world' (universe) a ball of which the centre is the middle point of the earth, and of which the radius is a straight line between the centre of the earth and the sun.'' Archimedes himself appears to accept this opinion of the majority,—it at least serves as well as the contrary hypothesis for the purpose of his calculation,—but he goes on to say: "Aristarchus of Samos, in his writing against the astronomers, seeks to establish the fact that the world is really very different from this. He holds the opinion that the fixed stars and the sun are immovable and that the earth revolves in a circular line about the sun, the sun being at the centre of this circle.'' This remarkable bit of testimony establishes beyond question the position of Aristarchus of Samos as the Copernicus of antiquity. We must make further inquiry as to the teachings of the man who had gained such a remarkable insight into the true system of the heavens.