We have already noted, more or less briefly, several instances of the use of wheels "moving by themselves" or the use of a fluid for purposes other than as a motive power. Chronologically arranged, these are the Indian devices of ca. 1150 or a little earlier, as those of Riḍwān ca. 1200, that of the Alfonsine mercury clock, ca. 1272, and the French Bible illumination of ca. 1285. This strongly suggests a steady transmission from East to West, and on the basis of it, we now tentatively propose an additional step, a transmission from China to India and perhaps further West, ca. 1100, and possibly reinforced by further transmissions at later dates.
One need only assume the existence of vague traveler's tales about the existence of the 11th-century Chinese clocks with their astronomical models and jackwork and with their great wheel, apparently moving by itself but using water having no external inlet or outlet. Such a stimulus, acting as it did on a later occasion when Galileo received word of the invention of the telescope in the Low Countries, might easily lead to the re-invention of just such perpetual-motion wheels as we have already noted. In many ways, once the idea has been suggested it is natural to associate such a perpetual motion with the incessant diurnal rotation of the heavens. Without some such stimulus however it is difficult to explain why this association did not occur earlier, and why, once it comes there seems to be such a chronological procession from culture to culture.
We now turn to what is undoubtedly the most curious part of this story, in which automatically moving astronomical models and perpetual motion wheels are linked with the earliest texts on magnetism and the magnetic compass, another subject with a singularly troubled historical origin. The key text in this is the famous Epistle on the magnet, written by Peter Peregrinus, a Picard, in an army camp at the Siege of Lucera and dated August 8, 1269. In spite of the precise dating it is certain that the work was done long before, for it is quoted unmistakably by Roger Bacon in at least three places, one of which must have been written before ca. 1250.
The Epistle contains two parts; in the first there is a general account of magnetism and the properties of the loadstone, closing with a discussion "of the inquiry whence the magnet receives the natural virtue which it has." Peter attributed this virtue to a sympathy with the heavens, proposing to prove his point by the construction of a "terrella," a uniform sphere of loadstone which is to be carefully balanced and mounted in the manner of an armillary sphere, with its axis directed along the polar axis of the diurnal rotation. He then continues:
Now if the stone then move according to the motion of the heavens, rejoice that you have arrived at a secret marvel. But if not, let it be ascribed rather to your own want of skill than to a defect of Nature. But in this position, or mode of placing, I deem the virtues of this stone to be properly conserved, and I believe that in other positions or parts of the sky its virtue is dulled, rather than preserved. By means of this instrument at all events you will be relieved from every kind of clock (horologium), for by it you will be able to know the Ascendant at whatever hour you will, and all other dispositions of the heavens which Astrologers seek after.
It should be noted that the device is to be mounted like an astronomical instrument and used like one, rather than as a time teller, or as a simple demonstration of magnetism. In the second part of the Epistle Peter turns to practical instruments, describing for the first time, the construction of a magnetic compass consisting of a loadstone or iron needle pivoted with a casing marked with a scale of degrees. The third chapter of this section, concluding the Epistle, then continues with the description of a perpetual motion wheel, "elaboured with marvellous ingenuity, in the pursuit of which invention I have seen many people wandering about, and wearied with manifold toil. For they did not observe that they could arrive at the mastery of this by means of the virtue, or power of this stone."
This tells us incidentally, that the perpetual motion device was a subject of considerable interest at this time. Oddly enough, Peter does not now develop his idea of the terrella, but proceeds to something quite new, a device (see fig. 22) in which a bar-magnet loadstone is to be set towards the end of a pivoted radial arm with a circle fitted on the inside with iron "gear teeth," the teeth being there not to mesh with others but to draw the magnet from one to the next, a little bead providing a counterweight to help the inertia of rotation carry the magnet from one point of attraction to the next. It is by no means the sort of device that one would naturally evolve as a means of making magnetism work perpetually, and I suggest that the toothed wheel is another instance of some vague idea of protoclocks, perhaps that of Su Sung, being transmitted from the East.
The work of Peter Peregrinus is cited by Roger Bacon in his De secretis as well as in the Opus majus and Opus minus. In the first and earliest of these occurs a description, taken from Ptolemy, of the construction of the (observing) armillary sphere. He says that this cannot be made to move naturally by any mathematical device, but "a faithful and magnificent experimentor is straining to make one out of such material, and by such a device, that it will revolve naturally with the diurnal heavenly rotation." He continues with the statement that this possibility is also suggested by the fact that the motions of comets, of tides, and of certain planets also follow that of the Sun and of the heavens. Only in the Opus minus, where he repeats reference to this device, does he finally reveal that it is to be made to work by means of the loadstone.
The form of Bacon's reference to Peregrinus is strongly reminiscent of the statement by Robertus Anglicus, already mentioned as an indication of preoccupation with diurnally rotating wheels, at a date (1271) remarkably close to that of the Epistle (1269)--so much so that it could well be thought that the friend to which Peter was writing was either Robert himself or somebody associated with him, perhaps at the University of Paris--a natural place to which the itinerant Peter might communicate his findings.
The fundamental question here, of course, is whether the idea of an automatic astronomical device was transmitted from Arabic, Indian, or Chinese sources, or whether it arose quite independently in this case as a natural concomitant of identifying the poles of the magnet with the poles of the heavens. We shall now attempt to show that the history of the magnetic compass might provide a quite independent argument in favour of the hypothesis that there was a 'stimulus' transmission.
The Magnetic Compass as a Fellow-traveler from China
The elusive history of the magnetic compass has many points in common with that of the mechanical clock. Just as we have astronomical models from the earliest times, so we find knowledge of the loadstone and some of its properties. Then, parallel to the development of protoclocks in China throughout the middle ages, we have the evidence analyzed by Needham, showing the use of the magnet as a divinatory device and of the (nonmagnetic) south-pointing chariot, which has been confusedly allied to the story. Curiously, and perhaps significantly the Chinese history comes to a head at just the same time for compasses and clocks, and a prime authority for the Chinese compass is Shen Kua (1030-1093) who also appears in connection with the clock of Su Sung, and who wrote about the mechanized armillary spheres and other models ca. 1086.
Another similarity occurs in connection with the history of the compass in medieval Europe. The treatise of Peter Peregrinus, already discussed, provides the first complete account of the magnetic compass with a pivoted needle and a circular scale, and this, as we have seen, may be connected with protoclocks and perpetual-motion devices. There are several earlier references, however, to the use of the directive properties of loadstone, mainly for use in navigation, but these earliest texts have a long history of erroneous interpretation which is only recently being cleared away. We know now that the famous passages in the De naturis rerum and De utensilibus of Alexander Neckham (ca. 1187) and a text by Hugues de Berze (after ca. 1204) refer to nothing more than a floating magnet without pivot or scale, but using a pointer at right angles to the magnet, so that it pointed to the east, rather than the north or south. A similar method is described (ca. 1200) in a poem by Guyot de Provins, and in a history of Jerusalem by Jacques de Vitry (1215). It is of the greatest interest that, once more, all the evidence seems to be concentrated in France (Neckham was teaching in Paris) though at an earlier period than that for the protoclocks.
The date might suggest the time of the first great wave of transmissal of learning from Islam, but it is clear that in this instance, peculiar for that reason, that Islam learned of the magnetic compass only after it was already known in the West. In the earliest Persian record, some anecdotes compiled by al-'Awfiī ca. 1230, the instrument used by the captain during a storm at sea has the form of a piece of hollow iron, shaped like a fish and made to float on the water after magnetization by rubbing with a loadstone; the fishlike form is very significant, for this is distinctly Chinese practice. In a second Muslim reference, that of Bailak al-Qabājaqī (ca. 1282), the ordinary wet-compass is termed "al-konbas," another indication that it was foreign to that language and culture.
Chronological Chart
------------------------------------------------------------------------
CHINA
4th C., B.C. Power gearing
CLASSICAL EUROPE
3rd C., B.C. Archimedes planetarium 2nd C., B.C. Hipparchus Stereographic Projection 1st C., B.C. Vitruvius hodometer and water clocks 65, B.C. (ca.) Antikythera machine 1st C., A.D. Hero hodometer and water clocks 2nd C., A.D. Salzburg and Vosges anaphoric clocks
CHINA
2nd C., A.D. Chang Hêng animated globe hodometer Continuing tradition of animated astronomical models 725 Invention of Chinese escapement by I-Hsing and Liang Ling-tsan
ISLAM
807 Harun-al-Rashid 850 (ca.) Earliest extant astrolabes 1000 Geared astrolabe of al-Biruni
EUROPE
1000 Gerbert astronomical model
ISLAM
1025 Equatorium text
On the Origin of Clockwork, Perpetual Motion Devices, and the Compass · The Wunder Library — complete classics, free to read, with narration.