Kennefick - Testing Relativity a Question of Bias, STUDIA, Filozofia nauki, Filozofia Nauki

[ Pobierz całość w formacie PDF ]
Testing relativity from
the 1919 eclipse—
a question of bias
Daniel Kennefick
When interpreting experimental results, context is everything. The researchers who took and
analyzed the most important eclipse data had good reasons for judging the experiment a victory
for Albert Einstein.
Daniel Kennefick
is an assistant professor of physics at the University of Arkansas at Fayetteville.
One of the most
famous measurements in the history of
20th-century astronomy was made over the course of several
months in 1919. Teams of observers from the Greenwich and
Cambridge observatories in the UK traveled to Brazil and
western Africa to observe a total solar eclipse that took place
on 29 May 1919. Their aim was to establish whether the paths
of light rays were deflected in passing through the strong
gravitational field of the Sun. Their observations were subse-
quently presented as establishing the soundness of general
relativity; that is, the observations were more consistent with
the predictions of the new gravitational theory developed by
Albert Einstein than with the traditional Newtonian theory.
In recent decades many physicists and historians of
science have cast doubt on the soundness of the famous
experiment. They claim that the measurements made in 1919
were not sufficiently accurate to decide between the Einstein-
ian and Newtonian theories of gravity. It has been further
alleged, especially by some philosophers of science, that the
conclusion in favor of Einstein was motivated by bias on the
part of the expeditions’ most famous member, Arthur Stanley
Eddington. Eddington was known to be an enthusiastic pro-
ponent of general relativity and is said to have been anxious
to make a gesture toward reconciliation between the UK and
Germany in the aftermath of World War I by verifying the
theory of one of Germany’s leading men of science, who, like
Eddington himself, was a pacifist.
1
Thus the 1919 eclipse is
nowadays sometimes given as a prime example of experi-
menters fitting their data to the expected result—the so-
called predictor effect.
The story that the 1919 eclipse was not the decisive exper-
iment it was cracked up to be has two versions. One, common
among physicists since at least the 1970s, goes to accuracy: The
experimenters were simply lucky to get reasonably close to
one of the two predictions, so the experiment does not consti-
tute a really viable test of the theories. The other story, common
among philosophers and historians of science but beginning
to find a popular audience, originates in a 1980 paper by
philosophers John Earman and Clark Glymour.
2
They specifi-
cally charge Eddington and his collaborators with throwing
out data that appeared to support Isaac Newton rather than
Einstein. Some modern critics have charged that such action
was not justifiable on scientific grounds and was more likely
motivated by Eddington’s theoretical and political bias.
Of course, it’s not possible to be certain about any recon-
struction of nearly century-old experimental decisions, but I
argue that the balance of evidence lies heavily in favor of the
view that the leaders of the 1919 expedition, Frank Watson
Dyson and Eddington, had reasonable grounds for judging
that their results were inconsistent with the prediction of
Arthur Stanley Eddington (1882–1944).
In 1919 Eddington
had already acquired a major reputation as a result of his work
on the internal structure of stars. His enthusiasm for general
relativity has led some historians to accuse him of bias in the
analysis of the 1919 eclipse data. (Courtesy of the AIP Emilio
Segrè Visual Archives.)
©
2009 American Institute of Physics, S-0031-9228-0903-020-8
March 2009 Physics Today
37
Frank Watson Dyson (1868–1939).
The astronomer royal
for England and director of the Royal Greenwich Observatory,
Dyson was principally responsible for organizing the expedi-
tion of 1919. Experienced both in techniques of astrometry
and in eclipse expeditions, he took charge of the data analysis
of the Greenwich expedition to Sobral, Brazil. (Courtesy of the
Library of Congress, George Grantham Bain Collection.)
path through flat space. The extra deflection caused by that
curvature is comparable to the deflection due solely to falling,
so that the general relativistic prediction calls for twice as
great a shift in stellar positions—about 1.75” at the limb of
the Sun—as does the Newtonian theory.
5
As early as 1913, Einstein wrote to leading astronomers,
trying to interest them in making a measurement of the effect
he had predicted. Stars are not normally visible close to the
Sun, though, a problem that required astronomers to take
pictures of a field of stars around the Sun during a total solar
eclipse. That meant laborious travel to regions where an
eclipse was predicted to take place. Before 1919, several at-
tempts to measure the effect were foiled by a combination of
bad weather and World War I.
6
Given that Einstein changed
his prediction in 1916, it was perhaps fortunate that expedi-
tions before that date had not been successful.
The 1919 eclipse was recognized as a particularly favorable
opportunity because of the presence of unusually bright stars
belonging to the Hyades cluster close to the Sun during the
eclipse. Moreover, by that time Einstein’s theory had gained
considerable prominence because of its success in explaining
Mercury’s anomalous perihelion advance as a perturbation in
its orbit caused by the bending of spacetime by the Sun.
The man who recognized the significance of the 1919
eclipse was Dyson (not related to the physicist Freeman
Dyson), England’s astronomer royal and director of the Royal
Greenwich Observatory.
7
The man who had pointed out
to Dyson the importance of Einstein’s new theory was Ed-
dington, director of the Cambridge University Observatory.
Dyson, as chairman of the Joint Permanent Eclipse Commit-
tee of the Royal Society and the Royal Astronomical Society,
appointed Eddington to a subcommittee formed to prepare
for an expedition to observe the 1919 eclipse. Although it
seemed that war might frustrate their efforts, the abrupt end
of hostilities in November 1918 occurred just in time to make
the expedition possible. Eddington, taking with him a
Northamptonshire clockmaker named Edwin Turner Cot-
tingham, traveled to a station on the island of Principe just
off the coast of western Africa, close to the equator. Dyson
sent two of his Greenwich assistants, Charles Davidson and
Andrew Crommelin, to a station at Sobral in northern Brazil.
Probably the most famous illustration of Eddington’s al-
leged bias in favor of Einstein’s theory is a story subsequently
repeated by Eddington himself in which Dyson, in explain-
ing the experiment to Cottingham before departure, told the
clockmaker that there were three theoretically plausible re-
sults: no deflection; half deflection, which would show that
light had mass, and vindicate Newton; and full deflection,
which would vindicate Einstein. Gathering that the greater
the deflection the more theoretically exciting and novel the
result, Cottingham asked what would happen if they ob-
tained twice the Einstein deflection. “Then,” replied Dyson,
“Eddington will go mad, and you will have to come home
alone.”
8
The two expeditions left the UK in March and arrived at
their stations in good time for the eclipse. On the day of the
eclipse, 29 May, Eddington was disappointed by heavy
clouds, but they thinned sufficiently over the course of the
eclipse for him to obtain images of the brightest stars on the
last few exposures he took. Meanwhile, the Greenwich team
in Sobral was favored by fine weather during the eclipse but
troubled by the failure of its main instrument, an astro-
graphic lens. Created for use in photographic all-sky surveys,
astrographic lenses were designed to have an unusually wide
field of view. The backup instrument, a 4-inch lens, per-
formed well. But with its narrower field of view, the 4-inch
Newtonian theory. Indeed, their treatment of the data ap-
pears to be vindicated by a subsequent 1979 reanalysis of
their plates using modern astrometric data-reduction meth-
ods. Still, the two researchers did not believe they had said
the last word. Indeed, Dyson and his collaborators went to
great lengths to try to replicate the experiment at the total
eclipse of 1922.
The expedition
In a 1911 paper, Einstein first predicted that light would fall
in a gravitational field, so starlight passing close to the limb
of the Sun would be deflected from its path.
3
He calculated
that the observed position of a star whose light passed near
the Sun would change by 0.87 arcsecond (0.87”). His analysis
was based on his understanding of basic features a relativistic
theory of gravity must include, in particular the equivalence
principle. The equivalence principle demands that all masses
must fall at the same rate in a gravitational field.
Eddington and Dyson labeled the value Einstein calcu-
lated in 1911 as the “Newtonian” value, a label justified by
the subsequent discovery that a similar value based only on
Newtonian physics had been published in 1804 by the Ger-
man astronomer Johann Georg von Soldner.
4
In 1916, after he
had developed the final version of his theory of general rel-
ativity, Einstein realized that there was an additional compo-
nent to the light-deflection effect caused by the way that the
Sun’s mass curves spacetime around itself. Thus a straight
path, or geodesic, near the Sun is curved, compared with a
38
March 2009 Physics Today
www.physicstoday.org
a
Light-deflection effect
b
Change-in-scale effect
An unusual number of bright stars
from the Hyades cluster conveniently filled the sky on all sides of the Sun during the 1919
eclipse.
(a)
In this artist’s rendering, deflection of starlight from the Sun’s gravity shifts the original stellar positions (blue) radially
away from the center of the Sun; those closest to the center suffer the greatest shift.
(b)
A change in scale between one exposure
and another shifts stellar positions radially away from the center of the image; those far from the center show the greatest shifts.
lens showed fewer stars on its plates than the astrographic
one would have.
Eddington did not do. Instead, comparison exposures were
taken in the UK before departure.
Since problematic changes of scale and other complica-
tions might arise from comparing exposures at different
times and locations and with different installations of the
same equipment, the Cambridge team also took so-called
check plates of a different star field both in the UK and on
Principe. Those plates would alert the team about any unex-
pectedly large change of scale between the eclipse and com-
parison plates. And because the Sun never appeared in either
set of check plates, they constituted a control on Eddington’s
experiment. Indeed, that passive role seems to have been
Eddington’s original plan for them.
When comparing two different images of the same star
field taken at different times, one must account for certain
shifts in stellar position caused by predictable astronomical
and atmospheric effects. Even when taken with the same in-
strument, two images of the same field may be rotated
slightly with respect to each other or, worst of all, may vary
in magnification, which introduces a relative change of scale
between the two images. That change of scale is the most per-
nicious effect from the point of view of someone interested
in measuring light deflection, because it most closely mimics
the light-deflection effect. Light deflection moves stars radi-
ally away from the Sun on the image. A change of scale moves
stars radially away from the center of the image, where the
Sun is best placed in order to get a symmetrical field of stars
close to it.
Fortunately, there is one characteristic difference be-
tween the two effects. Light deflection is greatest for those
stars closest to the limb of the Sun and minimal for those stars
far from it. The reverse is true under a change of scale: Stars
far from the center of the plate suffer the greatest change in
position, while stars near the plate’s center are affected least.
Thus straightforward comparison of the positions of a num-
ber of stars on the two plates can, in principle, disentangle
the effects.
Eddington’s difficulty with his eclipse plates taken on
Principe was that only the brightest stars were visible on a
Data analysis
The fortunate circumstance that the Sun would be in a field
containing relatively bright stars gave the astronomers an ex-
cellent chance of acquiring good quality images of stars close
to the Sun, where fainter stars would be drowned out by the
light of the solar corona. The predicted amount of the appar-
ent shift in star positions was, they believed, within the level
of accuracy achievable by contemporary astrometric tech-
niques, even allowing for the technical difficulty imposed by
transporting delicate equipment to remote locations before
installation.
The parsec is defined as the distance at which a star, seen
from Earth, will undergo apparent motion, due to parallax,
of one arcsecond over the course of a year. No stars are within
a parsec of our solar system; therefore, all stellar parallax
work is subarcsecond in nature, much of it well below the
arcsecond. Dyson had considerable experience in working on
stellar parallaxes. In fact, both Dyson and Eddington began
their careers working on problems of astrometry, including
parallax and proper motion of stars and other bodies.
The method used to determine the apparent shifts was
to expose pictures of the star field during the eclipse and then
take comparison exposures of the same star field at night,
without the Sun present. Obviously, the comparison plates
had to be taken at a different time of the year, because it
would take some time for the Sun to move out of the Hyades
star field. It was also desirable that they be taken at a time
when the star field was at the same position in the sky, which
meant waiting at the eclipse site until the Sun had moved far
enough along the ecliptic for the star field to rise to that same
height in the sky before sunrise.
For the Sobral team, for whom the eclipse took place in
the morning, that meant waiting only a couple of months,
which is what it did. But the Principe team, for whom totality
occurred in the middle of the day, would have had to wait
almost half a year to take comparison plates on site, which
www.physicstoday.org
March 2009 Physics Today
39
A remarkable solar prominence
that occurred during the 1919
eclipse, photographed from
Principe, an island off the coast of
western Africa. (Courtesy of the
Royal Astronomical Society,
London.)
couple of plates taken through thinning clouds at the end of
totality. With only a few stars to work with, his chances of
disentangling shifts caused by scale changes from those
caused by light deflection were much reduced. Effectively
half of his precious information would be devoted to meas-
uring a number, the scale change, which was of no intrinsic
interest.
Eddington therefore turned to an alternative method of
data reduction, in which he measured the change in scale be-
tween the check plates taken in Oxford and those taken on
Principe. He assumed that the change of scale was the same
as the one between the comparison plates taken in Oxford
and the eclipse plates taken on Principe. He could then plug
that number into his equations for those plates. Thus all of
the measurement information he had available would be
going toward establishing the numbers he really cared
about—the light deflection for each star.
As Eddington himself acknowledged, that method had
not been his original plan. Both teams intended to forestall
any arguments against their data reduction by directly meas-
uring the scale change between their eclipse and comparison
plates. After all, Eddington’s check plates on Principe were
taken at night, and the eclipse plates were taken during the
day of a star field in a different part of the sky. It was impos-
sible to really know whether changes in temperature and
other environmental conditions might have changed the
scale in the two sets of plates.
In response to the uncertainty, Eddington emphasized
the stability in temperature of the humid tropical air at both
stations. A well-known feature of eclipses is the sudden drop
in temperature of several degrees during totality, as the
shadow of the Moon, on the order of a hundred miles wide,
sweeps across the land. But on Principe, with its humid trop-
ical conditions and cloudy weather, the temperature barely
changed during totality, according to Eddington; the varia-
tion was less than a degree between the daytime temperature
at the time of the eclipse and the nighttime temperature while
the check plates were taken.
9
Thus Eddington felt confident
that the change of scale measured from the check plates could
be applied successfully to the eclipse-comparison plates.
While Eddington was sitting in Cambridge working on
his revised data analysis scheme, Crommelin and Davidson
in Sobral were taking their comparison plates and then sail-
ing back to the UK, which they reached by 25 August. In Sep-
tember in Greenwich, Davidson and another Greenwich as-
sistant, Herbert Henry Furner, began measuring star
positions on the plates under the supervision of Dyson him-
self. Little survives of the Cambridge data, but nearly all of
the plates and dozens of sheets of the data reduction are ex-
tant in the Greenwich archives. The material offers a good
picture of what transpired there. Most significantly, no evi-
dence exists that Eddington was ever present for, or partici-
pated in, any of the Sobral data reduction. Dyson’s handwrit-
ing appears in the Sobral data-reduction notes at many key
points, but Eddington’s does not appear anywhere. Further-
more, Eddington’s side of an exchange of letters between the
two men is preserved in the archives. Consider this 3 October
1919 reply to a lost letter from Dyson:
Dear Dyson,
I was very glad to have your letter & meas-
ures. I am glad the Cortie plates gave the full de-
flection not only because of theory, but because I
had been worrying over the Principe plates and
could not see any possible way of reconciling
them with the half deflection. I thought perhaps
I had been rash in adopting my scale from few
measures. I have now completed my definite de-
termination of A (5 different Principe v. 5 differ-
ent Oxford plates), it is not greatly different from
the provisional though it reduces my values of
the deflection a little. (Arthur S. Eddington to
Frank W. Dyson, 3 October 1919, MS.RGO.8/150,
Cambridge University Library)
The quote certainly showcases Eddington’s theory-
centric approach to the data analysis. But it also makes clear
that his first knowledge of the reduction of data from the
4-inch plates (referred to here as the Cortie plates, after Aloy-
sius Cortie, the Jesuit priest who loaned the 4-inch lens to the
expedition) was in a letter from Dyson. Apparently, Edding-
ton had been previously informed of the results of the Sobral
astrographic data reduction, but his response was not to
intervene in the analysis of the Greenwich plates. Rather,
he reviewed his own plates in an effort to reconcile them
with the reported result from Sobral that favored the half-
deflection Newtonian result.
Accordingly, we must believe that it was Dyson who
made the decision to ignore the results from the astrographic
plates and rely instead on those from the 4-inch-lens expo-
sures. Therefore, it seems more relevant to inquire into
Dyson’s bias for or against either theory than to worry about
Eddington’s.
In fact, like the vast majority of astronomers at the time,
Dyson was moderately skeptical of general relativity. In an
18 March 1920 letter to Frank Schlesinger, director of the
40
March 2009 Physics Today
www.physicstoday.org
Yale Observatory, he stated,
The result was contrary to my expectations, but
since we obtained it I have tried to understand
the Relativity business, & it is certainly very
comprehensive
, though elusive and difficult.
(MS.RGO.8/123, Cambridge University Library)
Eddington wrote similarly to the mathematician Her-
mann Weyl on 18 August 1920:
It was Dyson’s enthusiasm that got the eclipse ex-
peditions ready to start in spite of very great dif-
ficulties. He was at that time very skeptical about
the theory though deeply interested in it; and he
realized its very great importance. (Hermann
Weyl Nachlass, Hs 91:523, ETH-Bibliothek
Zürich)
Regarding the question of reconciliation with Germany,
often cited as a further motivation for Eddington’s bias to-
ward Einstein’s theory, it is probable that in that case, too,
Dyson held more mainstream views. Dyson’s obituary (pub-
lished in 1939) states that he helped further postwar recon-
ciliation, but that should be set in context. For the first few
years of its existence, the International Astronomical Union,
an organization in whose formation he played a key role after
World War I, did not permit Germany or its allies member-
ship. A good example of the typical English astronomer’s
view of both relativity theory and German science is given
by a letter between two astronomers preserved in the Royal
Greenwich Observatory archives with the eclipse material:
The second theory of Einstein [general relativity]
. . . is far more speculative and I fear only accord
with observations will make me accept it. Besides
the analysis is too beastly for words. I can well
understand the compatriots of Riemann and
Christoffel burning Louvain and sinking the
Lusitania. (Rudolph Moritz to Philip H. Cowell,
1 March 1918, MS.RGO.8/123, Cambridge Uni-
versity Library)
But even if Dyson was not biased toward relativity at the
outset, might he not have been swayed by the visionary cer-
tainty of his younger and more theoretically up-to-the-
minute colleague Eddington? There is little reason to think
so. Dyson was the senior man in British astronomy, and al-
though Eddington’s fame is nowadays much greater, the
two were on a roughly equal footing in terms of their public
fame and scientific reputation at the time of the eclipse. Fur-
thermore, there are good grounds for believing that Dyson
made the scientifically correct decision in choosing to ignore
the astrographic data.
1979 reanalysis
The Greenwich team had planned from the beginning to make
its astrographic lens its main instrument. But that lens had
never been used at an eclipse, and fears of problems with the
mirror and its driving mechanism encouraged the Sobral team
to bring a backup instrument based on the Cortie 4-inch lens.
In the immediate aftermath of the eclipse, onsite development
of some plates alerted Crommelin and Davidson that the as-
trographic setup had lost focus during the eclipse. The stars
were noticeably streaky, a problem reported by Dyson at a
meeting of the Royal Astronomical Society as early as 13 June.
10
Disturbingly, when the comparison plates were taken two
months later, the instrument was once again in focus.
11
Despite any worries about the quality of the plates,
Dyson and his team went ahead and reduced the astro-
graphic data first. Nevertheless, they encountered significant
difficulties in measuring the plates. Because of the impreci-
sion of the streaky and out-of-focus images, they measured
the star positions on the astrographic eclipse plate in only one
coordinate. Having thus thrown away half their data at the
outset, they pressed on and recovered the controversial result
of 0.93”, which they reported to Eddington sometime before
3 October. Once they had reduced the 4-inch-lens data, aided
by the sharp focus obtained on the eclipse plates, they were
confronted with the problem that their two instruments had
produced measurements in profound disagreement with
each other.
Interestingly, the Greenwich team tried an alternative
method of analysis with the astrographic data. In Dyson’s
section of the joint report, he states that an alternative method
of analysis recovered a result of 1.52” from the Sobral astro-
graphic data. A later 1921 paper essentially repeats the re-
mark (quoting slightly different figures for unstated reasons):
If it is assumed that the scale has changed, then
the Einstein deflection from the series of plates is
0.90”; if it is assumed that no real change of focus
occurred, but merely a blurring of the images,
the result is 1.56”; little weight is, however, at-
tached to this series of photographs.
11
Instruments at Sobral, Brazil.
The 4-inch lens is in the square
tube on the right, and the astro-
graphic lens, chosen for its wide
field of view, is in the circular tube
on the left. In front of the tubes are
mirrors that are driven by a mech-
anism that keeps the stellar
images at the same position on
the plates during an exposure.
The mirror on the left was the
chief suspect in the poor-quality
astrographic-lens images pro-
duced during the 1919 eclipse.
(Courtesy of the Science Museum,
London.)
www.physicstoday.org
March 2009 Physics Today
41
[ Pobierz całość w formacie PDF ]
  • zanotowane.pl
  • doc.pisz.pl
  • pdf.pisz.pl
  • klobuckfatima.xlx.pl