A Brief History of Measurement
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Eur. Phys. J. Special Topics 172, 25–35 (2009) c EDP Sciences, Springer-Verlag 2009 THE EUROPEAN DOI: 10.1140/epjst/e2009-01039-1 PHYSICAL JOURNAL SPECIAL TOPICS Regular Article A brief history of measurement M.E. Himbert LNE-LCM, Cnam-Metrology, Case I 361, 61 rue du Landy, 93210 La Plaine-Saint-Denis, France Abstract. The aim of this paper is to situate the subject of measurement and metrology in its historical and philosophical context. Everyone agrees that the numeration of objects and the quantification of the characteristics of some simple systems are very ancient practices encountered in any specific civilisation. Indeed the link between measurement and numeration comes from the beginnings. This is recalled here, as are the links between units and money, between references and authority. Then, the paper identifies and exhibits the different epistemological gaps occurred – or occurring – in the history of measurement in the western countries: • geometry versus arithmetics, • model versus experiment, • prediction versus uncertainty, • determinism versus quantum physics. Those gaps are described in relationship to the evolution of the internationally agreed system of units. 1 Measurement: Technology or philosophy 1.1 Measurement, experiment and knowledge Measurement leads to the expression of characteristics of systems in terms of numbers. As explained Lord Kelvin: “When you can measure what you are speaking about, and express it in numbers, you know something about it; but when you cannot measure it in numbers, your knowledge is of a meagre and unsatisfactory kind ...”. Indeed the aim of measurement is to give reliable knowledge on objects or concepts. Despite the fact that, in the present paper, the regular historical approach will be considered, one has first to address several transverse questions about experience, numerical value, and knowledge, which will be implicitly referred to hereafter. What kind of things can be measured? The meaning of experimental measurement is definitely not the same in the different fields, and the frontier of the “measurable” has evolved along time, based on a philosophical background. How is a numerical value obtained? In practice, such a question is linked to the set up of methodologies, instruments and also reference standards, in order to achieve reliable compar- isons and to express results in terms of identified units. It is also linked to the development of the symbolic tools in mathematics and control and computer science; how do those tools apply to experiments? Why are scientists, and other people, interested in measurement? For the first ones as a tool to increase knowledge, to set up and to test laws and theories in a scientific approach; for the other ones as a part of information, needed for trade and for development, technologies, predic- tion, control, in order to take a decision without risk or, as emerged slowly in the philosophical approach of measurement, with a stated uncertainty. 26 The European Physical Journal Special Topics 1.2 Measurement, scaling and testing In everyone’s life, some measurements and measurement results are received and treated, every time, everywhere ...toquantifythecharacteristics(mass,volume...) usedtoassessthetrade cost of objects; to control the behaviour of owners of technological systems (car speed, air composition above a factory ...)whichshouldfitofficialregulations; to understand and predict natural phenomena (astronomy, weather forecast ...);togiveconfidence in sport performances (race records...); to state as unambiguously as possible medical diagnosis (imaging ...), to make and deliver controlled and appropriate medicines; to put objective scales on human senses (hearing, seeing...); to improve the efficiency of technological tools; to characterise aspects of objects (glowness, ...) and aesthetics, to strengthen trade; to set up values at the stock exchange; to gather relevant social data of many kinds (age or social income distribution, ...); to build indicators in a quality management system and to hear the “voice of customers”; to set up intellectual capacities or to scale emotions (individual scale of pain developed in many hospitals ...);etc. In most cases, to get confidence in measurement data, one has to rely on reference standards, considered as units. According to J.C. Maxwell: “Every expression of a quantity consists of two factors: [. ] the numerical value and the unit”. Most of what is developed hereafter is related to this ideal case of measurement, dealing with quantities for which, from a mathematical point of view, either the sum or the ratio can be easily defined. In other cases, one has to speak from “scaling”, and in most cases when the detailed procedure has to be described and followed to give sense to the result, one has to use the word “testing”. However most of the considerations could be applied to domains where the existence of unambiguously defined quantities and appropriate references are not (yet?) well established. 2 Numeration, mathematics and measurement 2.1 Counting units Among the oldest testimonies of measurement processes in the mid-eastern civilisations, one has to mention the clay balls (6000b,c) found in Mesopotamia: to assess for instance the size of a flock of sheep, the owner was sealing into a large clay sphere as many small balls as there where individuals in the flock, e.g. lambs. The seal was broken, if necessary, to give reliable evidence of the earlier characteristics of the flock. Measurement totally relied on counting. The name of the counting quantum, the “unit” 1, became and stayed the same as the generic name of the reference standards chosen for a given quantity. Progressively, people were using different shapes for the balls in the same sealed sphere, to include various descriptors of the individuals. They moved then to signs engraved on stones, and later written on RW clay tables. The signs became either pictograms (which appeared also in the far-eastern civilisations) or just lines and symbols. The art of counting, the art of writing seem to be issued from measurement necessities. 2.2 Earliest references The establishment of reliable references has been made in the early stage, together with the development of a common numeration system for multiples and sub-multiples. Indeed it was linked to political power, as were science and trade, and numerous different systems were estab- lished in numerous countries. Museums over the world gather rich collections of old references, and a considerable literature can be found on that subject. One of the most famous ones is the “Gudea yardstick” for length, established on marble in Lagash at the Sumerian time (2120 bc). The multiples and sub-multiples were taken as simple products by integer factors 2, 3, 5, 6, 10, 60 ...Egyptian parchments of the Middle-age Empire testify that measurement operations were largely developed in fields as various as land surveying or soul weighing! Quantum Metrology and Fundamental Constants 27 2.3 Metrology for exchanges παντων χρηµαων µετρoν ανθρωπoζ Man is the measure of everything...Of course this statement from the Greek philosopher Protagoras (420 bc) was mainly relying on the philosophical problem of reality and non-reality. However it emphasizes the fact that most practical units became anthropomorphic units. Indeed most needs were also related to anthropomorphic quantities. Furthermore, quantities [and units] were defined in terms of usefulness, whatever the scien- tific coherence: different units were used for length (length of objects) and for distance (itinerary measurements). As most coins were relied on noble metals (gold and silver), money was incor- porated into the metrological system and mass units and money units usually coincided. 2.4 Geometry overcomes a first scientific epistemological gap Among the scientific and technical developments of the Greek civilisation were astronomy – the main developed experimental science – and cartography – the main useful tool for navigation, trade and conquests. Arithmetics and geometry became identified fields. At the time of Euclid, a major difficulty occuring in the previous measurement approach was solved. Let’s consider the ratio of two quantities A and B of the same kind. If A and B are commensurable (i.e. the ratio is a fraction of defined integers), counting can be used for measurement of A in terms of unit B. But if not, the ratio is properly “immeasurable”. Geometry handles with immeasurable ratios, for instance between the diagonal and the side of a plane square. So geometry has been able to fix the difficulty. However, looking for instance to a length and an area, the units have to be different, and homogeneity should be carefully preserved. This gave rise to one of the famous measurements of that time: the measurement of the Earth radius, and of the Earth meridian, by Eratosthenes of Kyrene. Using the comparison of the geometric shadow induced by the sun in zenith on a vertical bar translated in differ- ent places (Alexandria: 7, 5 ◦;Syena:0◦ ...andMeroemoresouth),situatedroughly along the same meridian, he deduced from the distance between the cities (800 km, measured by walk- ing) an estimate of the Earth meridian as 25’2000 stadions. Despite more than four different stadions were used at that age in different places, it appears that the stadion used was equal to 300 Aegypt roy cubits, or 600 Gudea untis, i.e. 158,7 m...ThisscalesEratosthenes’ meridian to 40 000 km. Not bad! He then has been able to calibrate distances on Earth from the angular measurement of star positions,