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Dead Reckoning and Magnetic Declination

Dead Reckoning and Magnetic Declination

e-Perimetron ,Vol.3,No.4,2008[191203] www.eperimetron.org| ISSN17903769 JoaquimAlvesGaspar *

Dead reckoning and magnetic declination: unveiling the mystery of portolan charts Keywords :medievalcharts;cartometricanalysis;historyofcartography; mapprojectionsofoldcharts;portolancharts Summary For more than two centuries much has been written about the origin and method of constructionoftheMediterraneanportolancharts;stillthesematterscontinuetobetheobject ofsomecontroversyasnooneexplanationwasabletogatherunanimousagreementamong researchers.Ifsometheoryseemstoprevail,thatiscertainlytheoneassertingthemedieval origin of the portolan chart, which would have followed the introduction of the marine in the Mediterranean, when the pilots start to plot the magnetic directions and estimateddistancesbetweenportsobservedatsea.Intheresearchherepresentedanumerical modelwhichsimulatestheconstructionoftheoldportolanchartsistested.Thismodelwas developedinthelightofthenavigationalmethodsavailableatthetime,takingintoaccount the spatial distribution of the magnetic declination in the Mediterranean, asestimated by a geomagnetic model based on paleomagnetic data. The results are then compared with two extant charts using cartometric analysis techniques. It is concluded that this type of methodology might contribute to a better understanding of the geometry and methods of constructionoftheportolancharts.Also,thegoodagreementbetweenthegeometryof the analysed charts and the model’s results clearly supports the apriori assumptions on their methodofconstruction.

Introduction

Themedievalportolancharthasbeenconsideredasauniqueachievementinthehistoryofmaps andmarine,anditsappearanceoneofthemostrepresentativeturningpointsinthe developmentofnauticalcartography.Ittookplaceinatimewhenthecartographicrepresentation oftheknownworld,in general,andterrestrialcartography,inparticular,werestillinitspre scientificera.Theoldestknownportolanchart,the CartaPisana (Pisanchart),wasmadearound 1285anditsaccuracyanddetailaresostriking,whencomparedwiththesymbolicrepresentations oftheknownworldmadeatthetime,thatwearetemptedtobelievethatthetechniquesusedinits constructionwerealreadyknownforatleastsomedecadesbefore.Formorethantwocenturies, muchhasbeenwrittenabouttheoriginandmethodof construction of theportolan chart; still thesematterscontinuetobetheobjectofsomecontroversyasnoonetheorywasabletogather unanimousagreement 1.Ifsomeconsensusexiststoday,thatiscertainlyonthemedievaloriginof theportolanchartandonthecloseconnectionbetweenitsdevelopmentandtheappearanceofthe marinecompassintheMediterranean 2.Alsothepossibilitythatsomemapprojection(especially *ProfessorofCartographicSciences,NewUniversityofLisbon. [[email protected]] 1 Anoverviewofthemostrelevanttheoriesontheoriginandconstructionoftheportolancharts,includinga discussionontheunderlyingmapprojectionandtheroleofmagneticdeclination,isgivenbyCampbell,1987,p. 380390. 2 Campbell,1987,p.3845

[191] e-Perimetron ,Vol.3,No.4,2008[191203] www.eperimetron.org| ISSN17903769 the platecarré orMercatorprojection)wasdeliberatelyusedinitsdrawinghaslostmostofits credibility,beinggenerallyaccepted thattheunderlyingprojectionofportolanchartsmusthave beentheaccidentalresultofthemethodofconstruction.Thatisindeedtheconclusionreachedin thepioneeringworksofLanman(1987)andLoomer(1987),thoughtheauthorsdon’tagreeonthe chartingtechniquesused3.Itistheobjectiveofthepresentpapertocontributetoabetterunder standingonhowtheMediterraneanportolanchartwasconstructed,throughtheuseofcartometric techniquesandnumericalmodellingappliedtotwoextantcharts.Itwillbeshownthatitsgeome trycanbereplicatedbyplottingdirectlyonaplane,withaconstantscale,themagneticdirections andestimateddistancesbetweenplacesobservedbythepilotsatsea,asiftheEarthwereflat.For thatpurposeanumericalmodelwhichsimulatestheconstructionofthosecharts,usingageneral izedconceptof multidimensionalscaling ( mds ),willbepresentedandtested.Thespatialdistribu tionofthemagneticdeclinationintheMediterraneanareawillbegivenbyageomagneticmodel proposedbyKorteandConstable(2005).

Figure1.EquidistantazimuthalprojectioncentredatGenoa Empirical map projections

Supposethatamapistobedrawnatabout1250A.D.sothatalldistancesanddirections,as measuredalonggreatcirclesfromthecityofGenoa,wereconserved.Assumingitwaspossible,at thetime,tomakeallthosemeasurements,theresultwouldbeanoldmapprojectionknownasthe 3 WhileLanman(1987)defendsthatportolanchartsweredrawnbyplottingonaplane,withaconstantscale,the bearingsanddistancesobservedatsea,Loomer(1987)considersthatthechartswereconstructedusingatrian gulationscheme.

[192] e-Perimetron ,Vol.3,No.4,2008[191203] www.eperimetron.org| ISSN17903769 azimuthalequidistant(Figure1).Now,itiseasytoinsertintothismapthegeographicgridof meridiansandparallels,asinthefigure;butnotinthe13thcentury,becauselatitudeandlongi tude(especiallythe)couldnotbedeterminedwiththenecessaryaccuracy.Ontheother handthiskindofrepresentationwouldn’tbeveryusefulforthepilotsoftheMediterraneanbe causegreatcirclesailingwasnotusedinmarinenavigation.Ifrhumblinedirectionsanddistances wereconsideredinstead,thantheresultwouldbealittleknownmapprojection,calledthe loxi muthalprojection (Figure2).Thesetwomaps,ifconstructedusingthisempiricalapproach,have twoimportantpointsincommon:(i)theyareexactsolutions,meaningthatifnoerrorsweremade inthemeasuringphase,thenthedesiredgeometricpropertieswouldbeexactlyfulfilled;(ii)they canbeconstructedwithoutknowingthegeographicalcoordinatesoftheplacesoreventheshape oftheEarth.Tothiskindofcartographicrepresentationwheregeometricalornumericalmethods areusedtoobtaincertainproperties,nottakingintoaccountlatitudesand,wecallhere “empiricalmapprojections”.

Figure2.LoximuthalprojectioncentredatGenoa Onerelevantquestioniswhetheritispossibleto build achart, using thisempiricalapproach, whereallrhumblinedistancesanddirections–andnotonlythosewhichradiatefromsomepoint –areconserved.Theanswerisnegativesincethatwouldbeequivalenttorepresentingthespheri calsurfaceoftheEarthonaplanewithoutdistortion.However,ifsomedistortionisallowedand themethodisappliedtoalimitedarea,thanapproximatesolutionsarepossible.Thatwas,after all,thesolutionadoptedbynauticalcartographyfromtheendofthe13thcentury(whenthe Carta Pisana wasdrawn)tothemiddleofthe18th,whentheMercatorprojectionwasfinallyadopted bymarine. Supposethattherelativepositionsofasampleofplacesaretobeestimatedknowingonly,with uncertainaccuracy,thedistancesbetweenthem.Thereisanumericalprocesstosolvethisprob lem known as multidimensional scaling ( mds ) or principal coordinates analysis . Starting with somearbitraryinitialdistribution,theprocessconsistsinrearrangingthepositionsofthepoints, usingaleastsquaresapproach,sothatthedifferencesbetweenthegivendistancesandthefinal calculateddistancesareminimized.Tobler(1977)suggestedtheapplicationofthisprincipleto cartographicpurposes,usingdistancesmeasuredalonggreatcirclesandrhumblines.Inthere searchherepresentedthemethodwasgeneralizedtobothdistancesanddirections,measuredon thesurfaceofasphereandplottedintheplane.

[193] e-Perimetron ,Vol.3,No.4,2008[191203] www.eperimetron.org| ISSN17903769

Figure3.Interfaceoftheapplication“EmpiricalMapProjection” Figure3showstheinterfaceofacomputerapplicationdevelopedwithMapLab ®,whichapplies thegeneralized mds proceduretothesimulationofoldcartographicrepresentations.Theinputof themodel(“Domain”,inthefigure)isasampleofpointsinacertainarea,definedeitherbythe nodesofachosengeographicgrid(“Geographicgrid”,inthepicture)orbythepositionsdefined bysomegivenmaritimetrackshypotheticallyusedtoconstructthecharttobesimulated(“Use tracks…”,inthefigure).Theoutputisacartographicrepresentationofthepointsinaplane,so thatthesumsofthesquaresofthedifferencesbetweenthedistancesanddirectionsmeasuredin theEarthandintheplaneareminimized.Twotypesoflinescanbechosen(“Method”,inthe figure):arcsofgreatcircle(orthodromes),whichrepresenttheshortestdistancebetweenplaces; andrhumblines(loxodromes),whichmakeconstantangleswiththemeridiansandarenormally usedinmarinenavigation.Fortherhumblinecase,twotypesofchartingmethods(plusamixed one)areconsidered:the portolanmethod ,inwhichpositionsareplottedintheplaneaccordingto thecourse(bearing)anddistancebetweenthetwopoints 4;andthe latitudemethod ,inwhichthe observedlatitudeisalsoused 5.Aweightingfactor, w,isdefinedsothattherelativeimportanceof distancesanddirectionsinthenumericaloptimizationprocesscanbecontinuouslyadjustedfrom aminimumvalueof0(onlydistancesconsidered)toamaximumvalueof1(onlydirectionscon sidered).Alsothemodelallowstheapplicationofsomeconstraintstothedomain(“Restrictions”, in the picture), especially on the maximum distance allowed between points (“Distances less then…”,inthefigure).Finally,itispossibletoaffectalldirectionsbetweenpointsbythemag 4 Theexpression“pointoffantasy”,inthefigure,referstothenamegivenbythePortuguesepilotstothecorre spondingnavigationaltechnique,inwhichthedistancesailedbytheshipsincethelastknownpositionwasesti matedaccordingtothe“fantasy”ofthepilot. 5 Thelatitudemethodwillnotbeusedheretosimulatetheconstructionoftheportolanchart,asastronomical methodswereintroducedonlyinthesecondhalfofthe15 th century,forthenavigationintheAtlantic.Theship’s positionsodeterminedwascalled pontodeesquadria (heretranslatedas“setpoint”)bythe16 th centuryPortu guesepilots.

[194] e-Perimetron ,Vol.3,No.4,2008[191203] www.eperimetron.org| ISSN17903769 neticdeclinationatagiventime,givenbythegeomagneticmodelCALS7K2ofKorteandCon stable(2005)(“Magneticdeclination”,inthefigure). Figure4showssometestoutputsofthemodelfortheareaoftheMediterraneanandBlackSea.If avalueof0isassignedtotheweightingparameter, w,thenonlydistancesareconsideredandthe resultwillbeidenticaltotheoneobtainedbyTobler(1977),forthesameregion.Ifavalueof1is assignedtotheweightingparameter,thenonlydirectionsareconsidered,andanexactsolutionis obtainedwhererhumblinesarerepresentedbystraightsegmentsmakingtrueangleswithallme ridians,i.e.,theMercatorprojection.Finally,ifavalueof0.5isassignedtotheweightingparame ter,sothatdistancesanddirectionshavethesamerelativeimportanceintheoptimizationprocess, thentheresultwillbeapseudocylindricalmapprojection,withstraightparallelsandcurvedme ridians.Finally,ifthemagneticdeclinationfor1300isincludedatwistedMediterraneanbasin resemblingtheextantportolanchartswillbeobtained.

(Tobler, 1977) w = 0 w = 0.5

(Mercator projection) w = 1 w = 0.5; declination 1300 Figure4.Testmodeloutputs:w=0(onlydistances:Tobler,1977);w=1(onlydirections:Mercatorprojection);w=0.5 (distancesanddirections:pseudocylindricalprojection);w=0.5withmagneticdeclinationasof1300. Inthetestexamplesthenodesofthegeographicgridwereusedasthemodelinputandnorestric tionswereimposedonthedomain,sothatthedistancesbetweenallpossiblepairsofpointswere considered.However,andbecausemostmaritimetracksbetweenportsintheMediterraneanare relativelyshort,itmakeslittlesensetouseverylargedistancesasaninput.Forthatreasonacon straintinthemaximumdistanceallowed, dmax ,willbeusedasatuningparameterinthefollow ingsimulations . Cartometric analysis

Two portolan charts will be simulated: the Angelino Dulcert’s chart, of 13396, and Jorge de Aguiar’schart,of14927.TheformerisofGenoeseorigin,mostcertainlybythesameauthorof 6 AngelinoDulcert’schartof1339iskeptintheFrenchNationalLibrary,inParis.

[195] e-Perimetron ,Vol.3,No.4,2008[191203] www.eperimetron.org| ISSN17903769 anolderone,signedAngelinoDalorto(c.1330) 8.Itisamongtheoldestknownportolancharts andithasagreathistoricalimportance,beingthefirsttorepresenttheAtlanticarchipelagosof MadeiraandCanary.

Figure5.GeographicgridofmeridiansandparallelsimplicitinAngelinoDulcert’schart

ThesecondisofPortugueseorigin,theoldestdatedandsignedPortuguesenauticalchart,andwas drawninaperiodwhentheportolanmodelwasbeenreplacedbythelatitudemodel,thesocalled planechart .Howeveritisclearthatthischartisstillbasedontheolderportolanmodel.InFig ures5and6thegridsofmeridiansandparallelsimplicittobothrepresentations,asestimatedand drawnwithMapAnalist 9,onthebasisofabout100hundredcontrolpoints,areshown.Thevisual inspectionofthesegridssuggeststhefollowingcomments: Bothgridsaretiltedcounterclockwise.Therotationangleisabout10ºinDulcert’schartand 8ºinAguiar’schart; Meridiansandparallelsareroughlystraightandnormaltoeachother,butthegridofAguiar’s chartismoreregular; Thereisaslightconvergenceofthemeridiansinbothcases,whichcanbeassessedbycom paringthelengthsoftheupperandlowerparallels; Anirregularityintheorientationoftheparallelsoccur,inbothcharts,inthearea38º42ºN, 20º28ºE.Thisiscommontomanyotherportolanchartsanditisprobablyduetoalocal magneticanomaly,affectingthebehaviourofthe; ThereisaneastwestscalevariationinDulcert’schart,summinguptoabout15%,whichcan beassessedbycomparingthelengthsoftheparallelandmeridiansegmentsinthewesternand easternlimitsofthegrid.AsassertedbyvariousauthorsandreferredbyCampbell(1987,pp.

7 JorgedeAguiar’schartiskeptintheBeineckeLibraryYaleUniversity,USA. 8 Pujades(2007,p.255)hasrecentlyconfirmedthatAngelinoDulcert/DalortowasaGeonoesecartographer namedAngelinoDulceto. 9 MapAnalistisafreewarecomputerapplicationbyBernhardJennyandAdrianWeber,InstituteofCartography, ETHZurich( http://mapanalyst.cartography.ch/ )

[196] e-Perimetron ,Vol.3,No.4,2008[191203] www.eperimetron.org| ISSN17903769 383384),thisisanindicationthatthefirstportolanchartsmighthavebeenapiecemealcrea tioncombiningrepresentationsofindependentorigins.

Figure6.GeographicgridofmeridiansandparallelsimplicitinJorgedeAguiar’schart About150yearsseparatethesetwochartsduringwhichthequalityofnauticalcartographyhas certainly improved, due to the refinement of the surveys and the evolution of navigation and chartingskills.Thisisapparentinthemoreregulargridandintheabsenceofanysignificanteast westscalevariationinAguiar’schart.Howeverthereisnoindicationthatadifferentcharting techniquewasused,asbothgridssharethesamemaingeometriccharacteristics.Also,nosignifi cantdifferenceintheorientationoftheMediterraneanaxisisapparent,thoughtheaveragemag neticdeclinationintheareahadadecreaseofaboutfivedegreesbetween1339and1492(see Figure9).ThisshowsthatthehypotheticalimprovementsmadetotheMediterraneancartography duringtheperioddidnotnecessarilyaffecttheorientationofitsaxis.Tothatcontributedthefact thattheconceptofmagneticdeclinationwasunknownuntiltheendofthe15 th centuryandthat anydifferencesbetweengeographicandmagneticdirectionswasusuallyattributedtofaultyor poorlymagnetizedcompasses.Also,itwasacommonpractiseamongcompassmakerstoshiftthe orientationofthecompassrosesrelativetothemagnetized needles to force theagreement be tweentheinstrumentnorthandthetruenorthinagivenarea 10 .Itisconceivablethatthispractise wasalsousedbythepilotstoadjustthedirectionsgivenbytheircompassestothechartsinuse, asawaytocompensateforthedisagreementbetweenboth.Thisexpedient(ifitwasreallyprac tised) might have further contributed to keep the mismatch between the representation of the Mediterraneaninthechartsandtheactualspatialdistributionofthemagneticdeclination. Modelling

Themodelwasrunseveraltimes,withdifferentvaluesoftheparameters w(theweightingbe tweendistancesanddirections)and dmax (themaximumalloweddistance),andtheresultswere comparedwiththecorrespondingimplicitgridsintheoriginalcharts,usingMapAnalystanda5 parameterHelmettransformation.ForDulcert’schart,onlythemagneticdeclinationof1300was

10 In1514,thePortuguesepilotJoãodeLisboawrotethattheFlemishandGenoesecompasseswereadjusted accordingtothevalueofthedeclinationattheplacetheyweremadein(Albuquerque,1982,p.140).

[197] e-Perimetron ,Vol.3,No.4,2008[191203] www.eperimetron.org| ISSN17903769 considered;forAguiar’schartthedeclinationsof1300,1400and1500wereconsidered.Figures7 and8showthemodeloutputsforthecaseswhereabetteragreementwasachieved.

4.0º

3 .0 º 0º 6.

º .0 5 º 0 º . .0 4 3 º .0 2 4.0º º .0 1

5.0º

Figure7.ModelresultsforDulcert’schart( w=0.8, dmax =15º,declinationasof1300).Thevectorsandcirclesrepresent displacementsfromtheoriginal;theisolinesrepresentclockwiserotation,indegrees,fromtheoriginal

2 . 1 0

. 0

0 0 . 0 0 0 . . 4 . . 0 3 2 1

0 . 3 4.0

5.0

Figure8.ModelresultsforAguiar’schart( w=0.8, dmax =15º,declinationasof1300).Thevectorsandcirclesrepresent displacementsfromtheoriginal;theisolinesrepresentclockwiserotation,indegrees,fromtheoriginal. InTablesIandIIthevaluesofthefollowingqualityparametersarepresented(distancesarein arbitraryunitsclosetothelengthofonedegreeoflatitude): − s : rootmeansquare positional error, 2 , where d is the distance between the s = ∑ di N i positionsofpoint iintheoriginalchartandinthemodel.Avalueof0meansthereisaperfect matchbetweentheoriginalchartandthemodeloutput;

− :averagepositionalerror, = ∑di N ,where diisthedistancebetweenthepositionsof point iintheoriginalchartandinthemodel.Avalueof0meansthereisaperfectmatchbe tweentheoriginalchartandthemodeloutput;

− k:ratio k = k0 k1 ,where k0and k1aretheratiosbetweenthelengthsofonedegreeofparallel andonedegreeofmeridian,respectively,intheoriginalchartandinthemodel.Onlythecen

[198] e-Perimetron ,Vol.3,No.4,2008[191203] www.eperimetron.org| ISSN17903769 tralmeridianandthecentralparallelsareusedtoassessthevalueof k.Avalueof1means thattheproportionbetweenthelengthsofparallelsandmeridians,intheoriginalandinthe model,isapproximatelyconserved. − :averagerotationangleofthemodeloutputrelativetotheoriginalchart. w = 0.6 (dec: 1300) w = 0.8 (dec: 1300) dmax s * k * dmax s * k * 15 0.82 1.16 1.04 4.0 15 0.66 0.93 1.04 4.0 10 0.66 0.94 1.02 4.4 10 0.67 0.94 1.02 4.3 7 0.70 0.99 0.97 5.3 7 0.74 1.05 0.98 5.3

Table.Modelresults:AngelinoDulcert(shadingindicatesbestvalues) w = 0.6 (dec: 1300) w = 0.8 (dec: 1300) dmax s * k * dmax s * k * 20 0.47 0.67 1.07 2.5 20 0.46 0.65 1.09 2.5 15 0.45 0.64 1.08 2.5 15 0.45 0.64 1.08 2.5 10 0.49 0.70 1.06 2.7 10 0.48 0.67 1.07 2.7 w = 0.6 (dec: 1400) w = 0.8 (dec: 1400) dmax s * k * dmax s * k * 15 0.43 0.61 1.08 4.5 15 0.43 0.61 1.09 4.4 10 0.47 0.66 1.05 4.7 10 0.48 0.68 1.05 4.5 w = 0.6 (dec: 1500) w = 0.8 (dec: 1500) dmax s * k * dmax s * k * 15 0.53 0.74 1.07 6.9 15 0.56 0.79 1.07 6.8 10 0.53 0.75 1.07 6.8 10 0.58 0.82 1.05 6.9

TableIIModelresults:JorgedeAguiar(shadingindicatesbestvalues) Thebestmatchesareobtained,inbothcases,foravalueof wcloseto0.8.Thisconfirmsthatboth directionsanddistanceswereusedinthemakingofthechartsandsuggeststhatalargerweight wasgiventotheobserveddirectionsovertheestimateddistances.Howevernodetailedconclu sionsonhowthiscriterionwasappliedcanbedrawnfromtheseresultsalone. Thebestmatchesareobtainedforavalueof dmax closeto15º,about900nauticalmiles(thetotal westeastlengthoftheMediterraneanbasinisabout2000miles).Noaccurateconclusionsabout thelengthsofthetracksusedtomakethechartscanbedrawnfromtheseresultsalone.Theuseof themaritimeroutesofthetimeasamodelinput,obtainedformtheavailable portolani ,istheob viousnextstepforachievingmorepreciseandreliableresultsonthismatter. ThepositionalerrorvaluesforthesimulationofAguiar’schartarebetterthanforDulcert’schart. Thisisanexpectedresult,certainlyduetoabettercartographicqualityofthefirstandtoabetter matchoftheskewingoftheMediterraneanaxis,ratherthantoanysignificantdifferencesbetween the charting methods. Though Aguiar’s chart was constructed about 160 years after Dulcert’s, there are no significant differences between the values of the parameters for which the best matcheswereobtainedineachcase,includingthemagneticdeclination.Thisisanindicationthat

[199] e-Perimetron ,Vol.3,No.4,2008[191203] www.eperimetron.org| ISSN17903769 theconstructionmethodsdidnotvarysignificantlywithtimeandthattheorientationoftheMedi terraneanbasininAguiar’schartwasprobablycopiedfromsomeolderprototype.Therelation betweentheskewingoftheMediterraneanandtheevolutionofthemagneticdeclinationwithtime willbediscussedwithmoredetailinthenextsection. Magnetic declination and the Mediterranean skewing

Figure9showsthevariationofthemagneticdeclination( )atsomelocationsintheMediterra neanandBlackSea,between1200and1600,asestimatedbythegeomagneticmodelCALS7K2 ofKorteandConstable(2005).Regardingtheaveragevalueof anditsvariationwithtime,the wholeareacanbedividedintwozones:awesternandcentralzone,where isalmostalways positive(eastern),withanextremevalueofabout10ºE,in1200,andvalueslessthan4º,in1600; andaneasternzone,includingtheBlackSea,where variesfrom5ºE,in1200,toabout5ºW,in 1600.Theonlypositionwherethetimevariationof doesn’tfollowthisgeneralruleisthewest ernextremeofthebasin(Gibraltar).Figure9alsoshowstheaverageskewoftheMediterranean axisinsomeportolancharts,asestimatedbyLanman(1987,p.25) 11 . Twofactsareapparentfromthesedata:(i)thereisnoclearvariationofthecharts’averageangle of rotation with time, as noted by Lanman (1987, p. 2731), although the average value of decreasedabout10degreesinthis300yearperiod 12 .Assuggestedearlierinthispaper,this resultstronglyconfirmsthatnosignificantadjustmentsweremadetotheorientationoftheMedi terraneanaxesinthecharts,from1300to1600;(ii)theangleofrotationofthechartsisalways larger(withtheexceptionofthechartsbyWillemBarentszoon,1595,andbyBartolomeoCres cenzio,1596)thanthemaximumvalueofthemagneticdeclinationinthisperiod.Evenifthe Pisanchartwerenotconsidered,therewouldstillbeadifferenceofabout3ºor4ºtobeexplained, betweentheaveragevalueofthemagneticdeclinationin1300andtheangleofrotationofthe chartsduringthe14 th century. Therearetwopossibleexplanationsforthismismatch:(i)anearlieroriginofthefirstportolan charts;and(ii)anunderestimateofthegeomagneticmodelusedinthisresearch.Thefirstexpla nationisprobablytrueasthefirstportolanchartsmighthavebeenmade,atleast,somedecades beforethePisanchart.Knowingthatthevariationofthemagneticdeclinationbetween1200and 1300wasabout2ºpercentury,anearlieroriginmightaccountforpartofthedifference.Asfor thesecondexplanation,thegraphinFigure10showsthevariationofthemagneticdeclinationin Lisbon,between1200and1750,asestimatedbythesamemodelusedabove,togetherwithsome observedvaluesmadebyPortuguesepilots.Althoughthiscomparisononlystrictlyappliestothe period of the observations, the systematic differences between the observed and the estimated values(oftheorderof3ºto4º)suggestthatthemodelmightalsounderestimatethemagneticdec linationintheareabefore1500.AsnotedbyConstable(2008),morerecentpaleomagneticdirec tionalinformationbyGómezPaccardet al. (2006,p.11,18),applyingtotheIberianPeninsula,

11 LanmanestimatedtherotationoftheMediterraneanastheinclinationofthelinejoiningGibraltarandAn tioch, whose latitudes are virtually identical. Two more charts were added to Lanmn’s sample, Aguiar and Cantinocharts,towhichthesameestimationmethodwasapplied. 12 The explanation given by Lanman, that the magnetic declination didn’t have a significant variation in the Mediterranean during this period, is not supported by the geomagnetic model of Korte and Constable (2005) usedinthepresentresearch.However,therearestrongindications(seebelow)thatthismodelmightunderesti matethevaluesofthemagneticdeclinationbetween1300and1600.

[200] e-Perimetron ,Vol.3,No.4,2008[191203] www.eperimetron.org| ISSN17903769 reallyconfirmsanunderestimateofthemagneticdeclinationgivenbythismodelofabout2ºin 1200,0ºin1300,1.5ºin1400and2.5ºin1500. Western and central Mediterranean

12 Carta pisana A (36N,6W)

A. de Virga 10 Prunes B (40N, 5E) Carignano Dulcert Valsecha Cantino Vesconte Soleri Olives Anonymous Aguiar C (37N,15E) 8 Viladestes Maggiolo D (43N, 15E) Anonymous D. Homem 6 E (35N,20E) Sideri F (33N,32E) 4 G (43N, 35E) Gibraltar 2 Barentszoon Crescentius

0

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Eastern Mediterranean -4 and Black Sea

-6 1200 1250 1300 1350 1400 1450 1500 1550 1600 Figure9.VariationofthemagneticdeclinationinsixlocationsoftheMediterranean,between1200and1600.Theredcircles representtheangleofrotationofsomeextantportolancharts,asestimatedbyLanman(1987).Horizontalaxis:years;vertical axis:declination(degrees). Therearetwopossibleexplanationsforthismismatch:(i)anearlieroriginofthefirstportolan charts;and(ii)anunderestimateofthegeomagneticmodelusedinthisresearch.Thefirstexpla nationisprobablytrueasthefirstportolanchartsmighthavebeenmade,atleast,somedecades beforethePisanchart.Knowingthatthevariationofthemagneticdeclinationbetween1200and 1300wasabout2ºpercentury,anearlieroriginmightaccountforpartofthedifference.Asfor thesecondexplanation,thegraphinFigure10showsthevariationofthemagneticdeclinationin Lisbon,between1200and1750,asestimatedbythesamemodelusedabove,togetherwithsome observedvaluesmadebyPortuguesepilots.Althoughthiscomparisononlystrictlyappliestothe period of the observations, the systematic differences between the observed andtheestimated values(oftheorderof3ºto4º)suggestthatthemodelmightalsounderestimatethemagneticdec linationintheareabefore1500.AsnotedbyConstable(2008),morerecentpaleomagneticdirec tionalinformationbyGómezPaccardet al. (2006,p.11,18),applyingtotheIberianPeninsula, reallyconfirmsanunderestimateofthemagneticdeclinationgivenbythismodelofabout2ºin 1200,0ºin1300,1.5ºin1400and2.5ºin1500. AlsotheseresultsseemtoconfirmthatthesmalldifferencebetweentherotationoftheMediterra neanaxisinAguiar’sandDulcert’schartsisnotexceptionalandthatitsorientationwasprobably copied,inbothcases,fromolderprototypes.Eventakingintoaccountthehistoricalobservations byPortuguesepilotsandthenewerresultsfromGómezPaccardet al. (2006)tocorrecttheoutput ofthegeomagneticmodelusedhere,thereisstillasignificantdifferencebetweentheaverage rotationangleintheoldercharts(8ºto9ºE)andtheaveragevalueofthemagneticdeclinationin theMediterranean,in1300(about7ºE).Theproposedexplanationforthisdifferenceisanearlier originoftheportolanchart,probablyduringthefirsthalfofthe13 th century,whenthemagnetic declinationhadlargereasternvaluesinthearea.

[201] e-Perimetron ,Vol.3,No.4,2008[191203] www.eperimetron.org| ISSN17903769 10

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Historical sources CALS7K2 Figure10.VariationofthemagneticdeclinationinLisbon.ComparisonbetweenthegeomagneticmodelCALS7K2byKorte andConstable(2005)andsomeobservedvalues 13 .Horizontalaxis:years;verticalaxis:declination(degrees). Concluding remarks

Anumericalmodelbasedonageneralizedconceptofmultidimensionalscaling,appliedtothe sphericalsurfaceoftheEarth,wastestedinthesimulationoftwoportolanchartsofdifferentpe riods:AngelinoDulcert(1339)andJorgedeAguiar(1492).Theresultsshowthatthegeometryof thesechartsiswellexplainedbytheuseofuncorrectedmagneticdirectionsandestimateddis tances,plottedinaplanewithaconstantscale,asiftheEarthwereflat.Also,nosignificantdif ferences in their main geometric properties were found,includingthetiltoftheMediterranean basin,theproportionbetweenthelengthsofmeridiansandparallelsandtheconvergenceofme ridians.Thisresult,coupledwiththeavailableinformationontheskewingofsomeotherportolan charts,fromc.1300to1600,suggeststhattheconstructionmethodsdidnotevolveinthisperiod andthattheorientationoftheMediterraneanaxiswascopiedfromolderprototypesandremained moreorlessconstantuntil1600. Itisourconvictionthatthemethodologyproposedinthepresentpaper,includingthegeneralized mds model,might contribute toa better understanding of how early nauticalcharts werecon structed.Theuseofthemaritimeroutesregisteredinavailable portolani ,asamodelinput,issug gestedforobtainingmorepreciseandreliableresultsontheconstructionmethods.

13 ThefollowingobservationdatabyPortuguesepilotsandcosmographerswastakenfromBarbosa,(1937,p. 250): João de Lisboa, Livro de Marinharia (c. 1500); D. João de Castro, Roteiro de Lisboa a Goa (1538); Vicente Rodrigues, Roteiros portugueses (1570); Gaspar Manuel, Roteiros portugueses (1600); Manuel Pimentel,ArtedeNavegar(1666,1668,1671,1681,1683,1710,1746).

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