Athanase Papadopoulos
Athanase Papadopoulos
Athanase Papadopoulos
ATHANASE PAPADOPOULOS
1. Introduction
Menelaus’ Spherics (2nd c. AD) constitute one of the most remarkable
achievements of Ancient Greek mathematics, along with Euclid’s Elements,
Apollonius Conics, Diophantus’ Arithmetica, Archimedes’ treatises on ge-
ometry and statics, Theodosius’ Spherics, Pappus’ Collection, to name only
some of the most important Greek mathematical works. Among these trea-
tises, Menelaus’ Spherics is certainly the least understood by historians and
the least familiar to mathematicians of the modern period. As a matter of
fact, we know that Fermat was nourished by the work of Diophantus, that
Christiaan Huygens was deeply immersed in the writings of Archimedes and
Apollonius, that Euler was an assiduous reader of Diophantus and Pappus
and that he was well acquainted with Theodosius’ Spherics, not to mention
of course Euclid’s Elements, a work which all mathematicians of the past
thoroughly studied. But very few of the modern mathematicians mention
Menelaus’ Spherics,1 a fact that might seem surprising, especially since a rel-
atively large number of medieval Arab mathematicians were well acquainted
with this work.
I can see two reasons for which Menelaus’ Spherics remains unknown.
First, there are problems inherent to the available versions: no Greek man-
uscript has survived, and the ones we possess, in Arabic or translated from
the Arabic, present intricate differences in form and wording. Another rea-
son is that this work is difficult to access from the mathematical point of
view. Indeed, the existing manuscripts do not contain proofs of several of
the difficult propositions. I will say more on this below.
Menelaus’ Spherics opened up a new research field. Saying this, we are
not talking about the subject of the geometry of the sphere which, as a
general topic, already existed (we mentioned Theodosius’ Spherics, but the
sphere was studied before Theodosius, by Autolycus, Euclid, Archimedes
and others), but of the field known today as the “intrinsic geometry of sur-
faces”, which can be described, precisely like Menelaus investigated the ge-
ometry of the sphere, as the study of the properties of curvilinear triangles
on a surface which is not the Euclidean plane. Indeed, the vast majority
of Menelaus’ propositions are concerned with such properties. Menelaus’
major achievement is that he highlighted for the first time the notion of
spherical triangle, and he developed the bases for its study.
The Arabs included this work into their body of knowledge and they
understood its novelty. Let us quote right away Ah.mad ibn Sa‘d al-Harawı̄
(10th c.) from the very beginning of his edition of Menelaus’ treatise (English
translation in [31, p. 500]):
The way that Menelaus followed in that book is marvelous; nobody
preceded him and nothing had been known to his predecessors on
that subject. Did he foresee that this kind of geometrical science
is unique in itself, that it has laws suitable to it and lemmas that
lead to the goal which are different from those that one is willing
to demonstrate by using straight lines and the determination of
planes by their intersections?
The sentence about“straight lines and the determination of planes by their
intersections” refers to the fact that Menelaus avoided as much as possible
the use of Euclidean solid geometry which is the ambient geometry of the
1An exception is Marin Mersenne, who was fond of old mathematical texts and who was
aware of this work. Indeed, Mersenne published in [22] a Latin edition of the third book of
the Spherics, together with works of Autolycus, Archimedes, Apollonius, Theodosius, Dio-
phantus and Pappus. But one century later, Anders Lexell, who was one of Euler’s closest
collaborators, and who was a specialist of spherical geometry, writes in his memoir [21]:
“From the time where the Spherical elements of Theodosius were handed in written form,
it is very difficult to find, in the treatises of the geometers, other elements concerning fur-
ther refinements of the theory of the figures drawn on the surface of the sphere, than those
that are usually exposed in the Elements of Spherical Trigonometry and that are aimed at
solving spherical triangles.” It is not completely clear to what work with the title Elements
of Spherical Trigonometry Lexell refers (this may be Euler’s Principes de la trigonométrie
sphérique tirés de la méthode des plus petits et des plus grands [13]), but it is obvious that
he was not aware of Menelaus’ work, written two centuries after that of Theodosius, nor
of the works of Nas.ı̄r al-Dı̄n al-T . ūsı̄ (d. in 1274) and the other Arab mathematicians of
the 11th-13th century who worked extensively on spherical trigonometry.
MENELAUS’ SPHERICS IN GREEK AND ARABIC MATHEMATICS 3
sphere; the expression “straight lines and planes” refers to Euclidean lines
and planes. Let us also quote Menelaus himself, from the oldest fragment
known of the Spherics, which we also edited and translated into English in
[31, p. 504]:
I have invented a kind of proof which is excellent and admirable.
Several things relative to surface <properties> on the spherical
surfaces appeared to me; I don’t think they were offered to anybody
else. And I ordered the lemmas and the proofs in an order so
that it will be easy for those who are fond of science to rise up
and attain universal and honorable sciences. In this way, with
the help of particular propositions that occur to them from the
experiences they acquire from that art, they will become skillful
and outstanding in the universal propositions, given the multitude
of universal propositions that can occur to them, and that become
for them proofs and indications for the inaccessible and the difficult
directions in the principles of Spherics, their role and what ensues
from them.
The field that Menelaus opened in his Spherics can be especially appre-
ciated in the context of non-Euclidean geometry, a domain of mathematics
that became a particularly active research field in the last quarter of the
twentieth century.
In the pages that follow, I will review this work in its context, discussing
at the same time the mathematics it contains, the history of the texts that
we possess, and the impact of this work on the Arab mathematicians of the
period 9th-13th c., who are certainly, among the mathematicians who read
this work, those who have most understood its importance.
The content of the rest of this chapter is the following:
In §2, I briefly review works on the geometry of the sphere by two prede-
cessors of Menelaus, namely, Theodosius of Tripoli and Autolycus of Pitane,
pointing out relations between these works and Euclidean geometry, making
connections with the work of Menelaus, with a later work by al-H . asan Ibn
al-Haytham and hinting to some relations with the development of modern
analytic spherical geometry.
Section 3 contains some preliminary general facts about Menelaus’ Spher-
ics, including its division and its main characteristics.
Section 4 is the heart of this chapter. I discuss in it some significant
propositions of Menelaus’ Spherics and at the same time I give an overview
of the major themes that are addressed in this work. I believe that before
commenting on the history of this book, one has to understand the subject it
treats, and for this, a knowledge of at least some of the important statements
and methods of proof is necessary.
I have divided this book, as in my edition with Rashed of al-Harawı̄’s
rectification [31], into seven major themes. The reader interested in a more
complete discussion of the mathematical content of this work is referred to
Part II (p. 125-395) of our edition.
It may be noticed that some of the statements of Menelaus’ propositions
are analogues of propositions in Euclid’s Elements (e.g. the triangle in-
equality, equality and inequality criteria for triangles, etc.), but one must
be aware of the fact that this is only an apparent similarity in the sense
4 ATHANASE PAPADOPOULOS
that the proofs of the spherical propositions are very different from those
of their Euclidean analogues. This is due to the fact that the properties of
the underlying surfaces are very different: On the one hand, we have the
Euclidean plane, in which two lines may intersect or not, and where any two
lines starting at the same point diverge, and on the other hand, we have the
sphere, in which any two lines intersect and where two lines starting at a
point start by diverging and then converge to the same point. Furthermore,
in the Euclidean plane, the angle sum in a triangle is constant and equal
to two right angles, whereas on the sphere, the angle sum in a triangle is
non-constant and is always greater than two right angles. There are many
other substantial differences between the two geometries.
In §5, I discuss the influence of Menelaus’ Spherics on Pappus. This is a
rare occasion where the influence of this work on a later author from Greek
Antiquity is visible.
Sections 6 and 7 constitute an important part of this chapter; they con-
cern the influence of Menelaus’ Spherics on Arabic mathematics of the period
that starts at the 9th century and that ends at the 15th, where a consid-
erable amount of work was done in translating this treatise and in trying
to complete the proofs of the difficult propositions that are contained in it.
This effort led to a development of important mathematical theories by the
Arabs, especially in spherical geometry.
In §8, I discuss the connection of the Spherics with astronomy, a relation
which, in my opinion, has been exaggerated by modern authors.
In the following, when I quote mathematical propositions, I have some-
times paraphrased the original text to make it more easily readable by a
modern mathematician. The translations close to the original together with
the original text of Menelaus’ Spherics are contained in the volume [31].
2There are editions and commentaries done by authors with a poor knowledge in math-
ematics, and I prefer not to dwell upon this.
3Ver Eecke’s edition is based in part on Heiberg’s, see the comments in [33] p. lii of
the Introduction.
6 ATHANASE PAPADOPOULOS
4The attribution of the last two propositions to Theodosius, according to Ver Eecke, is
doubtful, see [33, Footnotes p. 29 and 30].
MENELAUS’ SPHERICS IN GREEK AND ARABIC MATHEMATICS 7
the plate of the figures of Clavius’ English edition of the Spherics [8], which
I reproduced here in Figure 2. In this plate, this is No. 33.5 The figure in
the ancient Arabic manuscript shows a sense of abstraction which, in my
opinion, is absent from the realistic figures in the more recent editions of
Clavius, Ver Eecke, etc.
Let me mention two other propositions from the second book of Theodo-
sius’ Spherics, which are both construction problems. Proposition II.14 says
the following:
5In Clavius’ edition, the total number of propositions contained in each book is not the
same as in Ver Eecke’s edition.
8 ATHANASE PAPADOPOULOS
Given a circle on the sphere which is not a great circle and given a point
on it, to describe a great circle tangent to the given circle at the given point.
Proposition II.15 is more involved:
Given on the sphere a circle which is not a great circle and given a point of
the sphere situated in the region between this circle and a parallel equal circle,
to describe a great circle tangent to the first small circles and passing through
the given point. These propositions have a taste of Apollonian constructions
of circles tangent to each other in the plane. The figure that comes with the
last construction, in the Istanbul 3464 Ms., is reproduced in Figure 3 below.
I have included it here to suggest the complication of the construction. This
is also Figure 42 in Clavius’ version (Figure 2 here).
The content of Book II also belongs to the realm of 3-dimensional Eu-
clidean geometry.
Book III of Theodosius’ Spherics is concerned with important monotonic-
ity properties that we discuss at length in [31]. Such properties constitute
MENELAUS’ SPHERICS IN GREEK AND ARABIC MATHEMATICS 9
segments perpendicularly (that is, using lines emanating from the pole),
onto the equator. The proposition says that the ratio of the segment which
is closer to the acute angle to its projection is greater than the ratio of the
other segment to its projection. The word “monotonicity” that we used to
describe the theme of this proposition refers to such an inequality. More pre-
cisely, this word refers to the fact that if we start, instead of two consecutive
segments on the oblique line, with a sequence of more than two consecutive
segments on this line, then the sequence of ratios of one segment to its pro-
jection are all different and they vary monotonically: the more a segment is
close to the acute angle of the triangle, the more the corresponding ratio is
greater. We note that in the analogous Euclidean situation where we project
perpendicularly segments on a Euclidean straight line onto another straight
line, the conclusion of the statement is that the ratios are all equal.
Despite the fact that his methods were criticized by Menelaus who ob-
tained more general results and who proved them using intrinsic methods,
MENELAUS’ SPHERICS IN GREEK AND ARABIC MATHEMATICS 11
Ah.mad ibn Abı̄ Sa‘d al-Harawı̄ said that Menelaus overcame the
difficulties of this science, something which was not within the
reach of anybody else. Despite the fact that he mastered it, and
12 ATHANASE PAPADOPOULOS
4. The propositions
There is more than one way of grouping the propositions of Menelaus’
Spherics into topics: such a grouping depends on the importance that we
attach to each particular theme and on the relations we can make between
the various topics. I have collected the propositions of Menelaus’ Spherics
into seven groups, corresponding to seven themes, which I review now.
8Regarding the number of propositions, one should note that there are statements for
which Menelaus gives two different proofs, and each proof is counted as a new proposition
(this is the case, for example, of Propositions 8 and 9). Thus, in some sense, there are less
than 91 propositions.
9Two Arabic expressions I ÊJÓ (threefold) and ¨C @ éKCK ð X ɾ (“trilateral figure”)
are used by the Arabic translators of Menelaus for the Greek term τ ρίπλυρoν (“trilateral
”). Let us recall that Euclid, in the Elements (Definition I.3), defines trilateral figures as
those contained by three straight lines.
MENELAUS’ SPHERICS IN GREEK AND ARABIC MATHEMATICS 15
Figure 8. Proposition 42
manuscript containing the three propositions, 42, 43, 44 on the same subject.
Notice the concision of the writing (the three propositions fit in one page).
Group 2: Comparaison between triangles; Propositions 4, 8, 9,
13-19 and 20-23. This group consists of congruence and inequality criteria
for spherical triangles. More precisely, there are two sorts of theorems in
this group: (1) congruence theorems, i.e. theorems saying that if we have
two triangles such that some elements (side lengths or angles) of one are
equal to the corresponding elements of the second, then the two triangles
are congruent; (2) non-congruence theorems, i.e., theorems saying that if we
have two triangles such that some elements (side lengths or angles) of one
are greater than the corresponding elements of the second, then some other
element of the first is greater (or smaller) than the corresponding element
of the second.
An example of a congruence theorem is Proposition 19, which has no
analogue in Euclidean geometry. It says that if two spherical triangles have
equal angles, then they are congruent.
We note incidentally that Menelaus never makes statements such as “the
triangles are congruent”, or “the triangles are equal”, or equivalent expres-
sions. Instead, he always gives precise statements, saying what side in the
first triangle is equal to what side in the second triangle and what angle in
the first one is equal to what angle in the second one.
Examples of non-congruence theorems are Propositions 8 and 9, which are
in fact a single theorem concerning two triangles having two pairwise equal
pairs of sides. They say that if in one of these triangles, the angle contained
by two equal sides (the legs) is greater than the angle in the second triangle
contained by a pair of legs equal to the pairs of legs in the first triangle,
then the first triangle has a greater base than the second. This proposition
also holds in Euclidean geometry (Euclid’s Proposition I.24).
Group 3: Geometry of triangles; Propositions 2, 3, 5-7, 10-12 and
24-26. These propositions concern the geometry of individual triangles. For
instance, Propositions 2 and 3 concern isosceles triangles. They say that if
a triangle has two equal sides (the legs), then these legs subtend with the
base equal angles, and conversely, if a triangle has two equal angles at the
18 ATHANASE PAPADOPOULOS
base, then the two legs subtending them are equal. These are analogues
of Propositions I.5 et I.6 of Euclid’s Elements. The proofs though are very
different in the spherical case; they are based on the duality between lines
and their poles, and they also use some propositions in solid geometry from
Theodosius’ Spherics. Proposition 5 is the triangle inequality for spherical
triangles. Let us dwell on Proposition 11, which is used in a crucial way at
several places in the Spherics:
Let ABC be a spherical triangle. Consider the exterior angle BCD.
\ Then
we have the following three equivalences:
(1) BCD
\=A b if and only if AB + BC is a semi-circle;
MENELAUS’ SPHERICS IN GREEK AND ARABIC MATHEMATICS 19
(2) BCD
\>A b if and only if AB + BC is smaller than a semi-cercle;
(3) BCD
\<A b if and only if AB + BC is greater than a semi-cercle.
Let us prove the first statement. We produce the sides AB and AC until
we obtain a lune. One of the vertices of this lune is A, and we may set the
point D to be second vertex (Figure 10). If BCD \ = A, b then BCD
\ = D. b In
the triangle CBD, since C b = D,
b we have BC = BD (this is the congruence
criterion of Proposition 3). Since AB + BD is a semi-cercle, AB + BC is
also a semi-cercle.
The converse is obtained by reversing the arguments and using the con-
gruence criterion of Proposition 2. The proofs of (2) and (3) are of the same
type, based on the notion of lune and using Proposition 7 (inequality criteria
for triangles).
Let me remark that if one proves (1) and (2), then (3) follows immedi-
ately by a reductio ad absurdum, but Menelaus does not allow this kind of
reasoning.11 This is why a proof of (3) is needed.
Proposition 12 of the Spherics is of paramount importance in spherical
geometry; it says that the angle sum in any spherical triangle is greater than
two right angles. It is a direct consequence of Proposition 11. We reproduce
this proof, because it is also a noteworthy illustration of the intrinsic methods
of Menelaus.
To prove Proposition 12, let ABC be a spherical triangle and let us con-
sider the exterior angle BCD.
\ It suffices to prove that BCD \<A b + B.
b
We suppose without loss of generality that BCD \ > A (otherwise the
b
conclusion we seek is obviously true). Then, we construct an angle DCE \=
Ab < DCB
\ with E on the extension of the segment AB, as in Figure 11.
Now Proposition 11 applied to the exterior angle DCE \ of the triangle AEC
implies that AE + EC is a semicircle. Thus, BE + EC is smaller than a
semicircle. Applying again Proposition 11, this time to the triangle BCE,
gives CBA
\ > BCE. \ Adding A b to both sides gives BCD
\<A b + B,
b which is
the desired result.
11Regarding this fact, let us quote Ibn Abı̄ Jarrāda: “I said that Menelaus presented
numerous lemmas for the proof of this proposition; but al-Harawı̄ had shown some of them
by a reductio ad absurdum; and we said that this does not belong to Menelaus’ method. I
showed all what was presented in the course of the proof without a reductio ad absurdum.”
(see the exact reference in [31] p. 41).
20 ATHANASE PAPADOPOULOS
12Busemann was not aware of the fact that the property was stated explicitly in a
theorem of Menelaus. I highlighted this fact in [24].
MENELAUS’ SPHERICS IN GREEK AND ARABIC MATHEMATICS 21
spherical trigonometry, see the comments in [31] and Section 7 below. More-
over, the proof uses an important property that was obviously known to
Menelaus, namely, the invariance of the spherical cross ratio, although he
used it without proof. The invariance of the cross ratio is one of the main
tools of projective geometry.
I have given a detailed proof of this proposition and reviewed several
points in the history of the important mathematical activity that took place
around it, between the ninth and the thirteenth centuries, in my two papers
with Rashed [29] and [30] .
Let me recall the statement of this proposition:
Consider two triangles ABE and LM O with right angles at B and M ,
and where the angles A and L are acute and equal. Then,
crd (AE + AB) crd (LO + LM )
= .
crd (AE − AB) crd (LO − LM )
5. Pappus
Pappus of Alexandria is among the rare mathematicians from Greek An-
tiquity who have embraced Menelaus’ intrinsic methods. Book VI of his
MENELAUS’ SPHERICS IN GREEK AND ARABIC MATHEMATICS 27
When, from that book, the geometers received what they were
not used to, and to nothing similar from all other kinds of ge-
ometries they knew, they found it difficult. The bad translation
and the fact that it was far from being understandable added to
their apprehension, so they discarded it and they did not work
on it. Nevertheless, no one among them denied the eminence of
that book, but they acknowledged that what he showed in this
way is easier and more valuable that anything which anybody else
invested in.
It was said that a group of geometers had the intention to rectify
it, and since they were unable to do it, they asked the help of al-
Māhānı̄, who rectified the first book and some propositions of the
second, and he stopped at a proposition of which they said that
its aim was difficult, and whose explanation was also hard.
[. . . ] I meditated on what al-Māhānı̄ rectified and I saw during
this short period of time that there were defects, and I carefully
reviewed what needed to be corrected in the expression, in the
meaning, and in the proof. And I persisted until the end of the
book, until the proposition which the geometers imagined that
al-Māhānı̄ left aside and was not able to rectify. I also found a
rectification that was far from being correct due to some modern
geometer who claimed he rectified part of it, and left aside the rest.
In the thing he said that he rectified there are some corrupt things,
from which it was clear to anybody who examined them that he
did not understand the purpose of this man [i.e. Menelaus].
According to the testimony of Nas.ı̄r al-Dı̄n al-T.ūsı̄, the situation of the
existing versions of the Spherics in the thirteenth century was not better,
except for the one by Ibn ‘Irāq. He writes:17
When I reached the book of Menelaus on the spherical figures, I
found it in many different copies, with undetermined problems,
together with disappointing rectifications, like the rectifications of
al-Māhānı̄ , of Abı̄ al-Fad.l Ah.mad ibn abı̄ Sa‘ad al-Harawı̄ and oth-
ers, some of which are incomplete and others wrong. I was puzzled
for what concerns the proof of some problems, until I obtained the
rectification of Abū Nas.r Ibn ‘Irāq.
It is likely that Ibn ‘Irāq’s is a rectification of the translation due to the
Hellenist and mathematician Abū ‘Uthmān al-Dimashqı̄. We refer again the
reader to our discussion in [31].
In addition to his redaction of the Spherics, Ibn ‘Irāq wrote a short treatise
which concerns Proposition 71 which we discussed above (in our classification
on §3, we included it in Group 8), titled The Rectification of a Proposition
of the Book of Menelaus on the Spherics. A translation of this treatise is
provided in the article [29].
Ibn Abı̄ Jarrāda, a contemporaty of Tūsı̄, considered that the most pop-
ular rectification that existed at his time was still that of al-Māhānı̄/al-
Harawı̄, which, despite the fact that, according to him, it has many short-
comings. Let us quote him (see [31, p. 18]):
I found that book (Menelaus’ Spherics) so altered as none of
the other geometry books, for reasons that were specific to it,
17Reference in [31, p. 16]
MENELAUS’ SPHERICS IN GREEK AND ARABIC MATHEMATICS 31
among which are the difficulties in the proofs, for someone who
was supposed to clarify them, because of the necessity of these
conditions. And among these difficulties is the fact that Menelaus
over-summarized it, as he mentioned in the Preamble. And also,
among these difficulties, the multiplicity of the problems hidden
in the course of the proofs, and of the abandoned ones to which
he refers. Among these, that he meant by the ratio of the arcs
the ratio of the double of their chords in the entire third book and
in part of the fourth, and he meant by the ratio of the arcs their
own ratio in other parts of the fourth book, thinking, because of
his extreme power in that field, that this would not be hidden to
anyone who will undertake the clarification of his book. That was
his basis, and it became difficult to anyone who came after him to
recognize this. Part of <the difficulties> is also the fact that he
refers in the proofs of the propositions of the fourth book to what
he has proved in one of his books, titled The Measurable Figures,
a book which is unknown, or else it is foreign and did not reach
us.
A group <of people> proposed to rectify this book, all of them
had failed the aim, they stopped before reaching their goal and they
did not comply with Menelaus’ method. Among them are those
who were not able to penetrate it. There are also those who rec-
tified one part of the book, in the given order, and were incapable
of going through it, like al-Māhānı̄, who reached a proposition
which he was incapable of solving, and thus he did not complete
it. Among them are also those who pretended they have rectified
all the book, deluding and disappointing anyone who examines it.
They relied on the fact that when one encounters a difficulty in
understanding it, he attributes this lack either to himself or to the
corruption of the transcription.
And he worked out in that book the figure which Ptolemy calls the
“sector”, and he constructed upon it several figures. But Ptolemy
uses, from that book, numerous propositions in the second book
of his treatise the Almagest, without attributing them to anybody
and without proving anything. Indeed, all what he uses, for what
concerns angles, arising from the intersection of the ecliptic and
the horizons, and other things, can be proved by this book. The
lemmas we need are among those which Ptolemy introduced, on
the intersection of two lines and on the composition of the ratios
which are made up thereof. And we find that Menelaus moved
in that book to the Sector Figure in a way which does not fit his
method, since he did not set for this passage any lemma or any
discourse and he also did not make it the starting of a book. So
either the lemmas of that figure were known by them, widespread,
or they disappeared from that book.
The astronomer Ibn al-Haytham, who was familiar with the Sine Rule
and who used it, also used the Sector Figure Theorem in his astronomical
works.19
With all this, we must say that the astronomical side of Menelaus’ Spher-
ics has been so much exaggerated to the point that some authors have
considered that the work (or at least part of it) was written for its use in
astronomy. The confusion started with authors like Bjørnbo and Heath who
(mistakenly) declared that a substantial part of the Spherics is astronomical,
or that it has been written for the purpose of astronomy.20 These statements
have been repeated tirelessly and superficially by several modern authors.
The first historians to put forward these ideas were probably convinced that
among the Greeks, the only sphere worth studying was the celestial sphere,
an idea that we, mathematicians, find hard to believe, knowing that the
sphere and its intersections by planes is as natural a field of mathematics to
study, as are the cones and their intersections by planes, which are the sub-
ject of study of Apollonius’ Conics, and, in fact, as the ordinary plane with
its straight lines . It is probable that Heath was influenced in his opinion by
A. A. Bjørnbo [4]. In [31, p. 3] we have given a list of authors from before
the 1950s who repeated the statement that Menelaus’ Spherics (or at least a
substantial part of it) is a work on astronomy. The names of many modern
authors may be added to this list, and we prefer not to dwell on this.
Another statement of Heath which led to a misinterpretation is that he
declared that Book III of Menelaus’ Spherics belongs to “trigonometry”,21 a
statement which is also absurd. Heath writes in [19, p. 265]: “It will have
19See e.g. Proposition 5 of the treatise of Ibn al-Haytham titled The Configuration of
the Motion of Each of the Seven Wondering Stars, pp. 294 sqq., in: Roshdi Rashed, Les
mathématiques infinitésimales du IXe au XIe siècle, vol. V: Ibn al-Haytham. Astronomie,
géométrie sphérique et trigonométrie, London, 2006.
20Heath’s statement, concerning Menelaus’ Spherics, in [19, p. 265], is bewildering:
“Book II has practically no interest for us. The object of it is to establish certain propo-
sitions, of astronomical interest only, which are nothing more than generalizations or
extensions of propositions in Theodosius’ Sphaerica, Book III.”
21In Heath’s treatise [19], the study of Menelaus’ book is part of the chapter called
Trigonometry.
MENELAUS’ SPHERICS IN GREEK AND ARABIC MATHEMATICS 35
been noticed that, while Book I of Menelaus gives the geometry of the spher-
ical triangle, neither Book I nor Book II contains any trigonometry. This is
reserved for Book III.” In fact, spherical trigonometry has been developed
only several centuries later. The only reasonable meaning that can be given
to Heath’s statement is that Book III (like Books I and II) constitue a study
of spherical triangles, but if such a the study is termed as trigonometry, then
several books of Euclid’s Elements should also be termed as trigonometry.
In fact, Heath says (p. 260) that “Greek trigonometry in its highest devel-
opment [is] in the Spherica of Menelaus,” which is correct, but it is only
a relative statement. It is correct if we mean by this “trigonometry” in its
etymological sense, the study of triangles, but then we have to include also
Books I and II of the work.
On the other hand, taking about Greek astronomy, it is fair to recall that
Theodosius wrote (at least) two astronomical treatises in which the celestial
phenomena are studied from a geometric point of view, namely, On habi-
tations and On the days and nights. The treatise On habitations contains
12 propositions which are all concerned with how the stars in the celestial
sphere are seen from different places of the Earth. A brief paraphrase of the
propositions is contained in Delambre’s Histoire de l’astronomie ancienne,
[12], vol. 1, p. 235-7. I have reproduced in Figure 19 a page containing
Proposition 9 of the Habitations, which concerns a comparison between the
location of the stars that are visible and the duration of the visibility of
these stars, at two places that are not situated on the same meridian. For a
recent edition of the Arabic translation of the On habitations, due to Qust.a
ibn Lūqā appeared in 2011, together with the Latin translation (done from
the Arabic) by Gerard of Cremona and an English translation, see [34].
This being said, I would like to to stress, first, on the fact, that Heath
remains one of the most valuable specialists of Greek mathematics in modern
history, and secondly, that, by an ironic twist of history, it is true that
Ptolemy, in his great astronomical treatise, relied heavily on a proposition
of Menelaus’ Spherics, which is not an astronomical work, rather than on the
astronomically oriented Habitations or Days and nights of Theodosius, or on
the Moving sphere or the Risings and settings of Autolycus, the reason being
of course that this proposition of Menelaus could be used in an effective way
in astronomical calculations.
9. As a word of conclusion
In the preceding pages, I have talked about the history of Menelaus’ Spher-
ics, discussing its relation with ancient and modern research on geometry.
In the next two appendices, I have included modern proofs of two propo-
sitions of Menelaus, using spherical trigonometric formulae. Such modern
proofs are straightforward and they sometimes give more precise statements
than the synthetic arguments. However, there is an enormous chasm be-
tween these automatic proofs and the depth of Menelaus’ geometric proofs,
in which the etymology of the word Theorem 22 as a contemplation finds it
full force. It is in such instances which after all are rare in the history of
mathematics that one can recognize the seal of a real mathematician.
22From the Greek, θεωρέω, “I watch”, the same origin than the word theatre.
36 ATHANASE PAPADOPOULOS
and
cos a2 cos 2c − cos DE
cos B = .
sin a2 sin 2c
Equating the two values of cos B, we obtain
(cos b − cos a cos c)(sin a2 sin 2c ) + cos a2 cos 2c sin a sin c
cos DE = .
sin a sin c
Replacing in the right hand side cos a and cos c by their values in terms of
sin a2 , sin 2c , cos a2 and cos 2c , and after some cancellations, we get:
cos b + 2 cos2 a2 + 2 cos2 2c − 1
cos DE =
4 cos a2 cos 2c
cos b + (1 + cos a) + (1 + cos c) − 1
=
4 cos a2 cos 2c
1 + cos b + cos a + cos c
=
4 cos a2 cos 2c
1 + cos b + cos a + cos c b
= b a c
. cos
4 cos 2 cos 2 cos 2 2
Using Euler’s formula we get
1 b
cos DE = cos Area(ABC) cos ,
2 2
which implies DE < AC/2.
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40 ATHANASE PAPADOPOULOS