History Of Navigation
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The history of navigation, or the history of
seafaring Seamanship is the skill, art, competence (human resources), competence, and knowledge of operating a ship, boat or other craft on water. The'' Oxford Dictionary of English, Oxford Dictionary'' states that seamanship is "The skill, techniques, o ...
, is the art of directing vessels upon the
open sea The pelagic zone consists of the water column of the open ocean and can be further divided into regions by depth. The word ''pelagic'' is derived . The pelagic zone can be thought of as an imaginary cylinder or water column between the surf ...
through the establishment of its position and course by means of traditional practice, geometry, astronomy, or special instruments. Many peoples have excelled as seafarers, prominent among them the
Austronesians The Austronesian people, sometimes referred to as Austronesian-speaking peoples, are a large group of peoples who have settled in Taiwan, maritime Southeast Asia, parts of mainland Southeast Asia, Micronesia, coastal New Guinea, Island Melanesi ...
( Islander Southeast Asians, Malagasy, Islander
Melanesians Melanesians are the predominant and Indigenous peoples of Oceania, indigenous inhabitants of Melanesia, in an area stretching from New Guinea to the Fiji Islands. Most speak one of the many languages of the Austronesian languages, Austronesian l ...
,
Micronesians The Micronesians or Micronesian peoples are various closely related ethnic groups native to Micronesia, a region of Oceania in the Pacific Ocean. They are a part of the Austronesian ethnolinguistic group, which has an Urheimat in Taiwan. Eth ...
, and
Polynesians Polynesians are an ethnolinguistic group comprising closely related ethnic groups native to Polynesia, which encompasses the islands within the Polynesian Triangle in the Pacific Ocean. They trace their early prehistoric origins to Island Sout ...
), the Harappans, the
Phoenicians Phoenicians were an ancient Semitic group of people who lived in the Phoenician city-states along a coastal strip in the Levant region of the eastern Mediterranean, primarily modern Lebanon and the Syrian coast. They developed a maritime civi ...
, the Iranians, the
ancient Greeks Ancient Greece () was a northeastern Mediterranean civilization, existing from the Greek Dark Ages of the 12th–9th centuries BC to the end of classical antiquity (), that comprised a loose collection of culturally and linguistically re ...
, the Romans, the
Arabs Arabs (,  , ; , , ) are an ethnic group mainly inhabiting the Arab world in West Asia and North Africa. A significant Arab diaspora is present in various parts of the world. Arabs have been in the Fertile Crescent for thousands of yea ...
, the ancient Indians, the Norse, the Chinese, the Venetians, the Genoese, the Hanseatic Germans, the Portuguese, the Spanish, the English, the French, the Dutch, and the
Danes Danes (, ), or Danish people, are an ethnic group and nationality native to Denmark and a modern nation identified with the country of Denmark. This connection may be ancestral, legal, historical, or cultural. History Early history Denmark ...
.


Antiquity


Indo-Pacific

Navigation in the
Indo-Pacific The Indo-Pacific is a vast biogeographic region of Earth. In a narrow sense, sometimes known as the Indo-West Pacific or Indo-Pacific Asia, it comprises the tropical waters of the Indian Ocean, the western and central Pacific Ocean, and the ...
began with the maritime migrations of the
Austronesians The Austronesian people, sometimes referred to as Austronesian-speaking peoples, are a large group of peoples who have settled in Taiwan, maritime Southeast Asia, parts of mainland Southeast Asia, Micronesia, coastal New Guinea, Island Melanesi ...
from
Taiwan Taiwan, officially the Republic of China (ROC), is a country in East Asia. The main geography of Taiwan, island of Taiwan, also known as ''Formosa'', lies between the East China Sea, East and South China Seas in the northwestern Pacific Ocea ...
who spread southwards into Island Southeast Asia and
Island Melanesia Island Melanesia is a subregion of Melanesia in Oceania. It is located east of New Guinea island, from the Bismarck Archipelago to New Caledonia.Steadman, 2006. ''Extinction & biogeography of tropical Pacific birds'' See also Archaeology a ...
during a period between 3000 and 1000 BC. Their first long-distance voyaging was the colonization of
Micronesia Micronesia (, ) is a subregion of Oceania, consisting of approximately 2,000 small islands in the Northwestern Pacific Ocean. It has a close shared cultural history with three other island regions: Maritime Southeast Asia to the west, Poly ...
from the
Philippines The Philippines, officially the Republic of the Philippines, is an Archipelagic state, archipelagic country in Southeast Asia. Located in the western Pacific Ocean, it consists of List of islands of the Philippines, 7,641 islands, with a tot ...
at around 1500 BC. By about 900 BC their descendants had spread more than 6,000 kilometers across the Pacific, reaching
Tonga Tonga, officially the Kingdom of Tonga, is an island country in Polynesia, part of Oceania. The country has 171 islands, of which 45 are inhabited. Its total surface area is about , scattered over in the southern Pacific Ocean. accordin ...
and
Samoa Samoa, officially the Independent State of Samoa and known until 1997 as Western Samoa, is an island country in Polynesia, part of Oceania, in the South Pacific Ocean. It consists of two main islands (Savai'i and Upolu), two smaller, inhabited ...
. In this region, a distinctive
Polynesian culture Polynesian culture is the culture of the indigenous peoples of Polynesia who share common traits in language, customs and society. The development of Polynesian culture is typically divided into four different historical eras: * Exploration and ...
developed. Within the next few centuries Polynesians reached
Hawaii Hawaii ( ; ) is an island U.S. state, state of the United States, in the Pacific Ocean about southwest of the U.S. mainland. One of the two Non-contiguous United States, non-contiguous U.S. states (along with Alaska), it is the only sta ...
,
New Zealand New Zealand () is an island country in the southwestern Pacific Ocean. It consists of two main landmasses—the North Island () and the South Island ()—and List of islands of New Zealand, over 600 smaller islands. It is the List of isla ...
,
Easter Island Easter Island (, ; , ) is an island and special territory of Chile in the southeastern Pacific Ocean, at the southeasternmost point of the Polynesian Triangle in Oceania. The island is renowned for its nearly 1,000 extant monumental statues, ...
and possibly
South America South America is a continent entirely in the Western Hemisphere and mostly in the Southern Hemisphere, with a considerably smaller portion in the Northern Hemisphere. It can also be described as the southern Subregion#Americas, subregion o ...
. Polynesian navigators used a range of tools and methods, including observation of birds, star navigation, and use of waves and swells to detect nearby land. Songs, mythological stories, and star charts were used to help people remember important navigational information. Meanwhile, Austronesians in Island Southeast Asia began the first true maritime trade networks by about 1000 BC, linking
China China, officially the People's Republic of China (PRC), is a country in East Asia. With population of China, a population exceeding 1.4 billion, it is the list of countries by population (United Nations), second-most populous country after ...
,
southern India South India, also known as Southern India or Peninsular India, is the southern part of the Deccan Peninsula in India encompassing the states of Andhra Pradesh, Karnataka, Kerala, Tamil Nadu and Telangana as well as the union territories of ...
, the
Middle East The Middle East (term originally coined in English language) is a geopolitical region encompassing the Arabian Peninsula, the Levant, Turkey, Egypt, Iran, and Iraq. The term came into widespread usage by the United Kingdom and western Eur ...
, and coastal
eastern Africa East Africa, also known as Eastern Africa or the East of Africa, is a region at the eastern edge of the Africa, African continent, distinguished by its unique geographical, historical, and cultural landscape. Defined in varying scopes, the regi ...
. Settlers from
Borneo Borneo () is the List of islands by area, third-largest island in the world, with an area of , and population of 23,053,723 (2020 national censuses). Situated at the geographic centre of Maritime Southeast Asia, it is one of the Greater Sunda ...
reached
Madagascar Madagascar, officially the Republic of Madagascar, is an island country that includes the island of Madagascar and numerous smaller peripheral islands. Lying off the southeastern coast of Africa, it is the world's List of islands by area, f ...
by the early 1st millennium AD and colonized it by AD 500.The precise time of Austronesians reaching Madagascar is unknown, at the earliest is the earliest centuries BCE (Blench, “''The Ethnographic Evidence for Long-distance Contacts''”, p. 432.), the latest is no earlier than 7th century CE (Adelaar, “''The Indonesian Migrations to Madagascar''”, p. 15.).


Mediterranean

Sailors navigating in the Mediterranean made use of several techniques to determine their location, including staying in sight of land and understanding of the winds and their tendencies. Minoans of
Crete Crete ( ; , Modern Greek, Modern: , Ancient Greek, Ancient: ) is the largest and most populous of the Greek islands, the List of islands by area, 88th largest island in the world and the List of islands in the Mediterranean#By area, fifth la ...
are an example of an early Western civilization that used celestial navigation. Their palaces and mountaintop sanctuaries exhibit architectural features that align with the rising sun on the equinoxes, as well as the rising and setting of particular stars. The Minoans made sea voyages to the island of
Thera Santorini (, ), officially Thira (, ) or Thera, is a Greek island in the southern Aegean Sea, about southeast from the mainland. It is the largest island of a small, circular archipelago formed by the Santorini caldera. It is the southernmos ...
and to
Egypt Egypt ( , ), officially the Arab Republic of Egypt, is a country spanning the Northeast Africa, northeast corner of Africa and Western Asia, southwest corner of Asia via the Sinai Peninsula. It is bordered by the Mediterranean Sea to northe ...
.Bloomberg, 1997:77 Both of these trips would have taken more than a day's sail for the Minoans and would have left them traveling by night across open water. Here the sailors would use the locations of particular stars, especially those of the constellation
Ursa Major Ursa Major, also known as the Great Bear, is a constellation in the Northern Sky, whose associated mythology likely dates back into prehistory. Its Latin name means "greater (or larger) bear", referring to and contrasting it with nearby Ursa M ...
, to orient the ship in the correct direction. Written records of navigation using stars, or
celestial navigation Celestial navigation, also known as astronavigation, is the practice of position fixing using stars and other celestial bodies that enables a navigator to accurately determine their actual current physical position in space or on the surface ...
, go back to
Homer Homer (; , ; possibly born ) was an Ancient Greece, Ancient Greek poet who is credited as the author of the ''Iliad'' and the ''Odyssey'', two epic poems that are foundational works of ancient Greek literature. Despite doubts about his autho ...
's ''
Odyssey The ''Odyssey'' (; ) is one of two major epics of ancient Greek literature attributed to Homer. It is one of the oldest surviving works of literature and remains popular with modern audiences. Like the ''Iliad'', the ''Odyssey'' is divi ...
'' where Calypso tells
Odysseus In Greek mythology, Greek and Roman mythology, Odysseus ( ; , ), also known by the Latin variant Ulysses ( , ; ), is a legendary Greeks, Greek king of Homeric Ithaca, Ithaca and the hero of Homer's Epic poetry, epic poem, the ''Odyssey''. Od ...
to keep the Bear (Ursa Major) on his left hand side and at the same time to observe the position of the
Pleiades The Pleiades (), also known as Seven Sisters and Messier 45 (M45), is an Asterism (astronomy), asterism of an open cluster, open star cluster containing young Stellar classification#Class B, B-type stars in the northwest of the constellation Tau ...
, the late-setting
Boötes Boötes ( ) is a constellation in the northern sky, located between 0° and +60° declination, and 13 and 16 hours of right ascension on the celestial sphere. The name comes from , which comes from 'herder, herdsman' or 'plowman' (literally, 'o ...
and the Orion as he sailed eastward from her island
Ogygia Ogygia (; , or ''Ōgygíā'' ) is an island mentioned in Homer's ''Odyssey'', Book V, as the home of the nymph Calypso (mythology), Calypso, the daughter of the Titan (mythology), Titan Atlas (mythology), Atlas. In Homer's ''Odyssey'', Calyps ...
traversing the Ocean. The
Greek Greek may refer to: Anything of, from, or related to Greece, a country in Southern Europe: *Greeks, an ethnic group *Greek language, a branch of the Indo-European language family **Proto-Greek language, the assumed last common ancestor of all kno ...
poet
Aratus Aratus (; ; c. 315/310 240 BC) was a Greek didactic poet. His major extant work is his hexameter poem ''Phenomena'' (, ''Phainómena'', "Appearances"; ), the first half of which is a verse setting of a lost work of the same name by Eudoxus of Cn ...
wrote in his ''Phainomena'' in the third century BC detailed positions of the constellations as written by Eudoxos.Bloomberg, 1997:72 The positions described do not match the locations of the stars during Aratus' or Eudoxos' time for the Greek mainland, but some argue that they match the sky from
Crete Crete ( ; , Modern Greek, Modern: , Ancient Greek, Ancient: ) is the largest and most populous of the Greek islands, the List of islands by area, 88th largest island in the world and the List of islands in the Mediterranean#By area, fifth la ...
during the
Bronze Age The Bronze Age () was a historical period characterised principally by the use of bronze tools and the development of complex urban societies, as well as the adoption of writing in some areas. The Bronze Age is the middle principal period of ...
. This change in the position of the stars is due to the wobble of the Earth on its axis which affects primarily the pole stars.Taylor, 1971:12 Around 1000 BC the constellation Draco would have been closer to the
North Pole The North Pole, also known as the Geographic North Pole or Terrestrial North Pole, is the point in the Northern Hemisphere where the Earth's rotation, Earth's axis of rotation meets its surface. It is called the True North Pole to distingu ...
than
Polaris Polaris is a star in the northern circumpolar constellation of Ursa Minor. It is designated α Ursae Minoris (Latinisation of names, Latinized to ''Alpha Ursae Minoris'') and is commonly called the North Star or Pole Star. With an ...
. The pole stars were used to navigate because they did not disappear below the horizon and could be seen consistently throughout the night. By the third century BC the Greeks had begun to use the Little Bear,
Ursa Minor Ursa Minor (, contrasting with Ursa Major), also known as the Little Bear, is a constellation located in the far northern celestial hemisphere, northern sky. As with the Great Bear, the tail of the Little Bear may also be seen as the handle of ...
, to navigate. In the mid-1st century AD Lucan writes of
Pompey Gnaeus Pompeius Magnus (; 29 September 106 BC – 28 September 48 BC), known in English as Pompey ( ) or Pompey the Great, was a Roman general and statesman who was prominent in the last decades of the Roman Republic. ...
who questions a sailor about the use of stars in navigation. The sailor replies with his description of the use of circumpolar stars to navigate by. To navigate along a degree of latitude a sailor would have needed to find a circumpolar star above that degree in the sky.Bilic, 2009:126 For example,
Apollonius Apollonius () is a masculine given name which may refer to: People Ancient world Artists * Apollonius of Athens (sculptor) (fl. 1st century BC) * Apollonius of Tralles (fl. 2nd century BC), sculptor * Apollonius (satyr sculptor) * Apo ...
would have used β Draconis to navigate as he traveled west from the mouth of the Alpheus River to Syracuse. The voyage of the
Greek Greek may refer to: Anything of, from, or related to Greece, a country in Southern Europe: *Greeks, an ethnic group *Greek language, a branch of the Indo-European language family **Proto-Greek language, the assumed last common ancestor of all kno ...
navigator Pytheas of Massalia is a particularly notable example of a very long, early voyage.. A competent astronomer and geographer, Pytheas ventured from Greece through the strait of Gibraltar to Western Europe and the British Isles. Pytheas is the first known person to describe the
Midnight Sun Midnight sun, also known as polar day, is a natural phenomenon that occurs in the summer months in places north of the Arctic Circle or south of the Antarctic Circle, when the Sun remains visible at the local midnight. When midnight sun is see ...
,The theoretical existence of a Frigid Zone where the nights are very short in summer and the Sun does not set at the summer solstice was already known. Similarly reports of a country of perpetual snows and darkness (the country of the Hyperboreans) had been reaching the Mediterranean for some centuries. Pytheas is the first known scientific visitor and reporter of the arctic.
polar ice A polar ice cap or polar cap is a high-latitude region of a planet, dwarf planet, or natural satellite that is covered in ice. There are no requirements with respect to size or composition for a body of ice to be termed a polar ice cap, nor a ...
,
Germanic tribes The Germanic peoples were tribal groups who lived in Northern Europe in Classical antiquity and the Early Middle Ages. In modern scholarship, they typically include not only the Roman-era ''Germani'' who lived in both ''Germania'' and parts ...
and possibly
Stonehenge Stonehenge is a prehistoric Megalith, megalithic structure on Salisbury Plain in Wiltshire, England, west of Amesbury. It consists of an outer ring of vertical sarsen standing stones, each around high, wide, and weighing around 25 tons, to ...
. Pytheas also introduced the idea of distant " Thule" to the geographic imagination and his account is the earliest to state that the Moon is the cause of the tides. Nearchos's celebrated voyage from
India India, officially the Republic of India, is a country in South Asia. It is the List of countries and dependencies by area, seventh-largest country by area; the List of countries by population (United Nations), most populous country since ...
to
Susa Susa ( ) was an ancient city in the lower Zagros Mountains about east of the Tigris, between the Karkheh River, Karkheh and Dez River, Dez Rivers in Iran. One of the most important cities of the Ancient Near East, Susa served as the capital o ...
after
Alexander Alexander () is a male name of Greek origin. The most prominent bearer of the name is Alexander the Great, the king of the Ancient Greek kingdom of Macedonia who created one of the largest empires in ancient history. Variants listed here ar ...
's expedition in India is preserved in
Arrian Arrian of Nicomedia (; Greek: ''Arrianos''; ; ) was a Greek historian, public servant, military commander, and philosopher of the Roman period. '' The Anabasis of Alexander'' by Arrian is considered the best source on the campaigns of ...
's account, the Indica. Greek navigator Eudoxus of Cyzicus explored the Arabian Sea for Ptolemy VIII, king of the
Hellenistic In classical antiquity, the Hellenistic period covers the time in Greek history after Classical Greece, between the death of Alexander the Great in 323 BC and the death of Cleopatra VII in 30 BC, which was followed by the ascendancy of the R ...
Ptolemaic dynasty The Ptolemaic dynasty (; , ''Ptolemaioi''), also known as the Lagid dynasty (, ''Lagidai''; after Ptolemy I's father, Lagus), was a Macedonian Greek royal house which ruled the Ptolemaic Kingdom in Ancient Egypt during the Hellenistic period. ...
in
Egypt Egypt ( , ), officially the Arab Republic of Egypt, is a country spanning the Northeast Africa, northeast corner of Africa and Western Asia, southwest corner of Asia via the Sinai Peninsula. It is bordered by the Mediterranean Sea to northe ...
. According to Poseidonius, later reported in
Strabo Strabo''Strabo'' (meaning "squinty", as in strabismus) was a term employed by the Romans for anyone whose eyes were distorted or deformed. The father of Pompey was called "Gnaeus Pompeius Strabo, Pompeius Strabo". A native of Sicily so clear-si ...
's ''
Geography Geography (from Ancient Greek ; combining 'Earth' and 'write', literally 'Earth writing') is the study of the lands, features, inhabitants, and phenomena of Earth. Geography is an all-encompassing discipline that seeks an understanding o ...
'', the monsoon wind system of the Indian Ocean was first sailed by Eudoxus of Cyzicus in 118 or 116 BC.
Nautical chart A nautical chart or hydrographic chart is a graphic representation of a sea region or water body and adjacent coasts or river bank, banks. Depending on the scale (map), scale of the chart, it may show depths of water (bathymetry) and heights of ...
s and textual descriptions known as sailing directions have been in use in one form or another since the sixth century BC.Bowditch, 2003:2. Nautical charts using stereographic and orthographic projections date back to the second century BC. In 1900, the
Antikythera mechanism The Antikythera mechanism ( , ) is an Ancient Greece, Ancient Greek hand-powered orrery (model of the Solar System). It is the oldest known example of an Analog computer, analogue computer. It could be used to predict astronomy, astronomical ...
was recovered from
Antikythera wreck The Antikythera wreck () is a Roman-era shipwreck dating from the second quarter of the first century BC."''The Antikythera Shipwreck. The Ship, The Treasures, The Mechanism. National Archaeological Museum, April 2012 – April 2013''". Helleni ...
. This mechanism was built around 1st century BC.


Phoenicia and Carthage

The
Phoenicia Phoenicians were an Ancient Semitic-speaking peoples, ancient Semitic group of people who lived in the Phoenician city-states along a coastal strip in the Levant region of the eastern Mediterranean, primarily modern Lebanon and the Syria, Syrian ...
ns and their successors, the
Carthaginians The Punic people, usually known as the Carthaginians (and sometimes as Western Phoenicians), were a Semitic people, Semitic people who Phoenician settlement of North Africa, migrated from Phoenicia to the Western Mediterranean during the Iron ...
, were particularly adept sailors and learned to voyage further and further away from the coast in order to reach destinations faster. One tool that helped them was the sounding weight. This tool was bell shaped, made from stone or lead, with
tallow Tallow is a rendered form of beef or mutton suet, primarily made up of triglycerides. In industry, tallow is not strictly defined as beef or mutton suet. In this context, tallow is animal fat that conforms to certain technical criteria, inc ...
inside attached to a very long rope. When out to sea, sailors could lower the sounding weight in order to determine how deep the waters were, and therefore estimate how far they were from land. Also, the tallow picked up sediments from the bottom which expert sailors could examine to determine exactly where they were. The Carthaginian
Hanno the Navigator Hanno the Navigator (sometimes "Hannon"; , ; ) was a Ancient Carthage, Carthaginian explorer (sometimes identified as a king) who lived during the 5th century BC, fifth century BC, known for his Navy, naval expedition along the coast of West A ...
is known to have sailed through the
Strait of Gibraltar The Strait of Gibraltar is a narrow strait that connects the Atlantic Ocean to the Mediterranean Sea and separates Europe from Africa. The two continents are separated by 7.7 nautical miles (14.2 kilometers, 8.9 miles) at its narrowest point. Fe ...
c. 500 BC and explored the Atlantic coast of Africa. There is general consensus that the expedition reached at least as far as
Senegal Senegal, officially the Republic of Senegal, is the westernmost country in West Africa, situated on the Atlantic Ocean coastline. It borders Mauritania to Mauritania–Senegal border, the north, Mali to Mali–Senegal border, the east, Guinea t ...
. There is a lack of agreement whether the furthest limit of Hanno's explorations was Mount Cameroon or Guinea's 890-metre (2910-foot) Mount Kakulima. Nonetheless, Hanno's maritime travels limit may have been further north, as there are well documented difficulties with the return travel from the regions south of cape Chaunar, which, up to the early 15th century, "had hitherto been the non plus ultra or impassable limit of European navigation"


Asia

In the
South China Sea The South China Sea is a marginal sea of the Western Pacific Ocean. It is bounded in the north by South China, in the west by the Indochinese Peninsula, in the east by the islands of Taiwan island, Taiwan and northwestern Philippines (mainly Luz ...
and Indian Ocean, a navigator could take advantage of the fairly constant monsoon winds to judge direction.. This made long one-way voyages possible twice a year. A 260 CE book by K'ang T'ai (康泰) described ships with seven sails called ''po'' were used by the
Indo-Scythian The Indo-Scythians, also known as Indo-Sakas, were a group of nomadic people of Iranian peoples, Iranic Scythians, Scythian origin who migrated from Central Asia southward into the present-day regions of Afghanistan, Eastern Iran and the northwe ...
(月支—
Yuezhi The Yuezhi were an ancient people first described in China, Chinese histories as nomadic pastoralists living in an arid grassland area in the western part of the modern Chinese province of Gansu, during the 1st millennium BC. After a major defea ...
) traders for transporting horses. He also made reference to monsoon trade between the islands (or archipelago), which took a month and a few days in a large po. About 1000 BC, Nusantaran Austronesian developed
tanja sail Tanja sail ( Malay: ''layar tanjak'') or tanja rig is a type of sail commonly used by the Austronesian people, particularly in Maritime Southeast Asia. It is also known as the tilted square sail, canted rectangular sail, rectangular balance lug ...
and junk sail. The invention of these types of sail made sailing around the western coast of Africa possible, because of their ability to sail against the wind. Ca. 200 AD in
Han dynasty The Han dynasty was an Dynasties of China, imperial dynasty of China (202 BC9 AD, 25–220 AD) established by Liu Bang and ruled by the House of Liu. The dynasty was preceded by the short-lived Qin dynasty (221–206 BC ...
, ''Chuan'' ( junk ships) are developed in China. In ca. 50–500 AD Malay and Javanese trading fleets reached Madagascar. Also brought with them was the Ma'anyan dayak people, as labourer and slaves. The Malagasy language originated from Southeast Barito language, and Ma'anyan language is its closest relative, with numerous Malay and Javanese loanwords. By the 8th or 9th century A.D., ancient Indonesian ships may have already reached as far as
Ghana Ghana, officially the Republic of Ghana, is a country in West Africa. It is situated along the Gulf of Guinea and the Atlantic Ocean to the south, and shares borders with Côte d’Ivoire to the west, Burkina Faso to the north, and Togo to t ...
, likely using the outrigger Borobudur ship and the K'un-lun po or jong.


Medieval age of navigation

The Arab Empire significantly contributed to
navigation Navigation is a field of study that focuses on the process of monitoring and controlling the motion, movement of a craft or vehicle from one place to another.Bowditch, 2003:799. The field of navigation includes four general categories: land navig ...
, and had trade networks extending from the Atlantic Ocean and
Mediterranean Sea The Mediterranean Sea ( ) is a sea connected to the Atlantic Ocean, surrounded by the Mediterranean basin and almost completely enclosed by land: on the east by the Levant in West Asia, on the north by Anatolia in West Asia and Southern Eur ...
in the west to the Indian Ocean and China Sea in the east,Subhi Y. Labib (1969), "Capitalism in Medieval Islam", ''The Journal of Economic History'' 29 (1), pp. 79–96. Apart from the
Nile The Nile (also known as the Nile River or River Nile) is a major north-flowing river in northeastern Africa. It flows into the Mediterranean Sea. The Nile is the longest river in Africa. It has historically been considered the List of river sy ...
,
Tigris The Tigris ( ; see #Etymology, below) is the eastern of the two great rivers that define Mesopotamia, the other being the Euphrates. The river flows south from the mountains of the Armenian Highlands through the Syrian Desert, Syrian and Arabia ...
and
Euphrates The Euphrates ( ; see #Etymology, below) is the longest and one of the most historically important rivers of West Asia. Tigris–Euphrates river system, Together with the Tigris, it is one of the two defining rivers of Mesopotamia (). Originati ...
, navigable rivers in the Islamic regions were uncommon, so transport by sea was very important.
Islamic geography Medieval Islamic geography and cartography refer to the study of geography and cartography in the Muslim world during the Islamic Golden Age (variously dated between the 8th century and 16th century). Muslim scholars made advances to the map-mak ...
and navigational sciences made use of a magnetic
compass A compass is a device that shows the cardinal directions used for navigation and geographic orientation. It commonly consists of a magnetized needle or other element, such as a compass card or compass rose, which can pivot to align itself with No ...
and a rudimentary instrument known as a kamal, used for
celestial navigation Celestial navigation, also known as astronavigation, is the practice of position fixing using stars and other celestial bodies that enables a navigator to accurately determine their actual current physical position in space or on the surface ...
and for measuring the
altitude Altitude is a distance measurement, usually in the vertical or "up" direction, between a reference datum (geodesy), datum and a point or object. The exact definition and reference datum varies according to the context (e.g., aviation, geometr ...
s and
latitude In geography, latitude is a geographic coordinate system, geographic coordinate that specifies the north-south position of a point on the surface of the Earth or another celestial body. Latitude is given as an angle that ranges from −90° at t ...
s of the
star A star is a luminous spheroid of plasma (physics), plasma held together by Self-gravitation, self-gravity. The List of nearest stars and brown dwarfs, nearest star to Earth is the Sun. Many other stars are visible to the naked eye at night sk ...
s. The kamal itself was simple to construct. It was a rectangular piece of either bone or wood which had a string with 9 consecutive knots attached to it. Another instrument available, developed by the Arabs as well, was the quadrant. Also a celestial navigation device, it was originally developed for astronomy and later transitioned to navigation. When combined with detailed maps of the period, sailors were able to sail across oceans rather than skirt along the coast. However, there are no records of open ocean Atlantic sailing, and their activity focused on Mediterranean, Red Sea, Persian Gulf, Arabian Sea and across to the Bay of Bengal. The origins of the caravel ship, developed and used for long-distance travel by the Portuguese, and later by the rest of Iberians, since the 15th century, also date back to the ''qarib'' used by Andalusian explorers by the 13th century.John M. Hobson (2004), ''The Eastern Origins of Western Civilisation'', p. 141,
Cambridge University Press Cambridge University Press was the university press of the University of Cambridge. Granted a letters patent by King Henry VIII in 1534, it was the oldest university press in the world. Cambridge University Press merged with Cambridge Assessme ...
, .
The sea lanes between
India India, officially the Republic of India, is a country in South Asia. It is the List of countries and dependencies by area, seventh-largest country by area; the List of countries by population (United Nations), most populous country since ...
and neighboring lands were the usual form of trade for many centuries, and are responsible for the widespread influence of
Indian culture Indian culture is the heritage of social norms and technologies that originated in or are associated with the ethno-linguistically diverse nation of India, pertaining to the Indian subcontinent until 1947 and the Republic of India post-1947. ...
to the societies of Southeast Asia. Powerful navies included those of the
Maurya The Maurya Empire was a geographically extensive Iron Age historical power in South Asia with its power base in Magadha. Founded by Chandragupta Maurya around c. 320 BCE, it existed in loose-knit fashion until 185 BCE. The primary sourc ...
,
Satavahana The Satavahanas (; ''Sādavāhana'' or ''Sātavāhana'', IAST: ), also referred to as the Andhras (also ''Andhra-bhṛtyas'' or ''Andhra-jatiyas'') in the Puranas, were an ancient Indian dynasty. Most modern scholars believe that the Satavaha ...
,
Chola The Chola Empire, which is often referred to as the Imperial Cholas, was a medieval thalassocratic empire based in southern India that was ruled by the Chola dynasty, and comprised overseas dominions, protectorates and spheres of influence ...
,
Vijayanagara Vijayanagara () is a city located in Vijayanagara district of Karnataka state in India.Vijayanagara
, Kalinga,
Maratha The Marathi people (; Marathi: , ''Marāṭhī lōk'') or Marathis (Marathi: मराठी, ''Marāṭhī'') are an Indo-Aryan ethnolinguistic group who are native to Maharashtra in western India. They natively speak Marathi, an Indo-A ...
and
Mughal Empire The Mughal Empire was an Early modern period, early modern empire in South Asia. At its peak, the empire stretched from the outer fringes of the Indus River Basin in the west, northern Afghanistan in the northwest, and Kashmir in the north, to ...
.
Vikings Vikings were seafaring people originally from Scandinavia (present-day Denmark, Norway, and Sweden), who from the late 8th to the late 11th centuries raided, pirated, traded, and settled throughout parts of Europe.Roesdahl, pp. 9 ...
used polarization and the
Sunstone Sunstone is a microcline or oligoclase feldspar, which when viewed from certain directions exhibits a aventurescence, spangled appearance. It has been found in Southern Norway, Sweden, various United States localities and on some beaches along ...
to allow navigation of their ships by locating the Sun even in a completely overcast sky. This special
mineral In geology and mineralogy, a mineral or mineral species is, broadly speaking, a solid substance with a fairly well-defined chemical composition and a specific crystal structure that occurs naturally in pure form.John P. Rafferty, ed. (2011): Mi ...
was talked about in several 13th–14th-century written sources in
Iceland Iceland is a Nordic countries, Nordic island country between the Atlantic Ocean, North Atlantic and Arctic Oceans, on the Mid-Atlantic Ridge between North America and Europe. It is culturally and politically linked with Europe and is the regi ...
, some centuries after the carbon-dated, early-11th-century Norse settlement of
L'Anse aux Meadows L'Anse aux Meadows () is an archaeological site, first excavated in the 1960s, of a Norse colonization of North America, Norse settlement dating to approximately 1,000 years ago. The site is located on the northernmost tip of the island of Newf ...
in northernmost
Newfoundland Newfoundland and Labrador is the easternmost province of Canada, in the country's Atlantic region. The province comprises the island of Newfoundland and the continental region of Labrador, having a total size of . As of 2025 the population ...
had been briefly established. In China between 1040 and 1117, the
magnetic compass A compass is a device that shows the cardinal directions used for navigation and geographic orientation. It commonly consists of a magnetized needle or other element, such as a compass card or compass rose, which can pivot to align itself with m ...
was being developed and applied to navigation. This let masters continue sailing a course when the weather limited visibility of the sky. The true mariner's compass using a pivoting needle in a dry box was invented in Europe no later than 1300. Nautical charts called
portolan charts Portolan charts are nautical charts, first made in the 13th century in the Mediterranean basin and later expanded to include other regions. The word ''portolan'' comes from the Italian ''portolano'', meaning "related to ports or harbors", and w ...
began to appear in
Italy Italy, officially the Italian Republic, is a country in Southern Europe, Southern and Western Europe, Western Europe. It consists of Italian Peninsula, a peninsula that extends into the Mediterranean Sea, with the Alps on its northern land b ...
at the end of the 13th century.. However, their use did not seem to spread quickly: there are no reports of the use of a nautical chart on an English vessel until 1489.


Age of exploration

The commercial activities of
Portugal Portugal, officially the Portuguese Republic, is a country on the Iberian Peninsula in Southwestern Europe. Featuring Cabo da Roca, the westernmost point in continental Europe, Portugal borders Spain to its north and east, with which it share ...
in the early 15th century marked an epoch of distinct progress in practical navigation for Europeans. These exploration and trade expeditions sent out by Infante Henrique (later called "Henry the Navigator") led first to the discovery of
Porto Santo Island Porto Santo Island () is a Portuguese island and municipality northeast of Madeira Island in the North Atlantic Ocean; it is the northernmost and easternmost island of the archipelago of Madeira, located in the Atlantic Ocean west of Europe a ...
(near Madeira) in 1418, rediscovery of the
Azores The Azores ( , , ; , ), officially the Autonomous Region of the Azores (), is one of the two autonomous regions of Portugal (along with Madeira). It is an archipelago composed of nine volcanic islands in the Macaronesia region of the North Atl ...
in 1427, the discovery of the
Cape Verde Cape Verde or Cabo Verde, officially the Republic of Cabo Verde, is an island country and archipelagic state of West Africa in the central Atlantic Ocean, consisting of ten volcanic islands with a combined land area of about . These islands ...
Islands in 1447 and
Sierra Leone Sierra Leone, officially the Republic of Sierra Leone, is a country on the southwest coast of West Africa. It is bordered to the southeast by Liberia and by Guinea to the north. Sierra Leone's land area is . It has a tropical climate and envi ...
in 1462. Combined with the empirical observations gathered in oceanic seafaring, mapping winds and currents, Portuguese explorers took the lead in the long distance oceanic navigation, opening later, at the beginning of the 16th century, a network of ocean routes covering the Atlantic, the Indian and the western Pacific oceans, from the North Atlantic and
South America South America is a continent entirely in the Western Hemisphere and mostly in the Southern Hemisphere, with a considerably smaller portion in the Northern Hemisphere. It can also be described as the southern Subregion#Americas, subregion o ...
, to
Japan Japan is an island country in East Asia. Located in the Pacific Ocean off the northeast coast of the Asia, Asian mainland, it is bordered on the west by the Sea of Japan and extends from the Sea of Okhotsk in the north to the East China Sea ...
and
Southeast Asia Southeast Asia is the geographical United Nations geoscheme for Asia#South-eastern Asia, southeastern region of Asia, consisting of the regions that are situated south of China, east of the Indian subcontinent, and northwest of the Mainland Au ...
. The Portuguese campaign of Atlantic navigation is one of the earliest examples of a systematic scientific large project, sustained over many decades. This program of study recruited several men of exceptional ability, had a well-defined set of objectives, and was open to experimental confirmation through the success or otherwise of subsequent navigations.


Initial Period – Portuguese exploration of the Atlantic: Duarte Pacheco Pereira

The main problem in navigating, by sail alone, back from the south of the
Canary Islands The Canary Islands (; ) or Canaries are an archipelago in the Atlantic Ocean and the southernmost Autonomous communities of Spain, Autonomous Community of Spain. They are located in the northwest of Africa, with the closest point to the cont ...
(or south of Boujdour), is due to the change in the regime of winds and currents: the North Atlantic gyre and the Equatorial counter current will push south along the northwest bulge of Africa, while the uncertain winds where the Northeast trades meet the Southeast trades (the doldrums) leave a sailing ship to the mercy of the currents. Together, prevalent current and wind make northwards progress very difficult or impossible. In this context, the Portuguese discovered the two large volta do mar (meaning literally ''turn of the sea'' but also ''return from the sea'') currents and trade winds of North and of South Atlantic Ocean (approximately in the first half and in the late 15th century respectively), that paved the way to reach the New World and return to Europe, as well as to circumnavigate Africa in western open sea, in future voyages of discovery, avoiding contrary winds and currents. The 'rediscovery' of the Azores, Azores islands in 1427 is merely a reflection of the heightened strategic importance of the islands, now sitting on the return route from the western coast of Africa (sequentially called 'volta de Guiné' and 'volta da Mina'); and the references to the Sargasso Sea (also called at the time 'Mar da Baga'), to the west of the
Azores The Azores ( , , ; , ), officially the Autonomous Region of the Azores (), is one of the two autonomous regions of Portugal (along with Madeira). It is an archipelago composed of nine volcanic islands in the Macaronesia region of the North Atl ...
, in 1436, reveals the western extent of the return route. To resolve the difficulties involved in the return trip, a systematic exploration of the coasts and open sea conditions was undertaken, lasting until the final years of the 15th century. An early example of such systematic criteria is found in Duarte Pacheco Pereira, navigator, military commander and learned writer of ‘Esmeraldo de Situ Orbis’ (1505–1508), where he reports his and other's exploration of the African coast and of the open seas of the south Atlantic: In the 'Esmeraldo de Situ Orbis, Esmeraldo's introduction:
"''what belongs to cosmography and seamanship I hope to spell out (…) ...how does a headland or place lay in respect of another; and this so that this work takes order and grounding; and the coast may be more safely navigated; and likewise the knowledge of the lands and where lay the shallows which for this it is much necessary to know; also of the sounders performed in some places what their depth is and also the different of the bottoms, if they are mudd or sand, or stone, or pebbles, or sharp edges, or shells (burgao = Livona pica) or what quality is such sounding; and being known what is the distance from the shallows to the coastline; and likewise the tides, if they are from northeast and southwest like those from our spain, or is they are from north and south, or west and east, or northwest and southeast, which for the purpose of entering and exiting ports and river-mouths are absolutely necessary; and also de measurements from the poles from which can be known how many degrees are the places apart and the latitude relative to the equator; and also the nature of the people of this ethiopia (Africa) and their mode of life and I will also talk about the commerce that could be had in this land''
The repositories for the observations made were the 'Roteiro (navigation), Roteiros' or maritime route-maps. The earliest Roteiro known is part of a collection of several manuscripts by Valentim Fernandes (1485) with the coast up to the delta of the Niger river in present-day Nigeria, followed by the 'Esmeraldo de Situ Orbis, Esmeraldo...' (1505–08) cited above; several 'roteiros' included in the 'Livro de Marinharia e Tratado da Agulha de Marear' (Treatise of Seamanship and of the magnetic needle) by João de Lisboa (1514); roteiros included in the 'Regimento de Navegacão...' (Regiment of Navigation) by André Pires (1520); roteiros for Brazil by Pero Lopes de Sousa (1530–32), Roteiro da Carreira da Índia' (Route-book of the travel to/from India) by Diogo de Afonso (1536); and the roteiros by D. João de Castro (see below): Lisbon to Goa (1538), Goa to Diu (northwest India) (1538–39, and the Red Sea (1541) The extent of the explorations undertaken is again reported in the 'Esmeraldo de Situ Orbis, Esmeraldo...', on the 2nd page of the 2nd chapter:
"''… Year of our Lord of 1498 where Your Highness commanded us to explore the western area going past the greatness of the ocean sea; where is found and explored a very large firm land with many and large adjoining islands, which extends from seventy degrees of latitude from the equator line towards the arctic pole (…) and goes further of twenty eight degrees of latitude from the equator line towards the antarctic pole (…) from any place in Europe or Africa and going across all the ocean in a straight line to the west by the rules of seamanship for thirty six degrees of longitude, which are six hundred and forty eight leagues of route counting at eighteen leagues per degree.''"
It is unlikely that the exploration of the open seas of the southern Atlantic was made in a single voyage, particularly when the route taken by Vasco da Gama in 1497 was significantly different from the one taken by Pedro Álvares Cabral in 1500, each being adapted to the season of departure.Carlos Viegas Gago Coutinho, As Primeiras Travessia Atlânticas – lecture, Academia Portuguesa de História, 22/04/1942 - in: Anais (APH) 1949, II serie, vol. 2 This adaptation shows an understanding of the cycle of yearly variations in winds and currents in the southern Atlantic. Furthermore, there were systematic expeditions pushing into the western Northern Atlantic (Teive, 1454; Vogado, 1462; Teles, 1474; Ulmo, 1486) The documents relating to the supplying of ships, and the ordering of sun declination tables for the southern Atlantic for as early as 1493–1496, all suggest a well planned and systematic activity. The most significant consequence of this systematised knowledge was the negotiation of the Treaty of Tordesillas in 1494, moving the line of demarcation 270 leagues to the west (from 100 to 370 leagues west of the Azores) with the consequence of affirming the Portuguese claim to Brazil and its dominance of the Atlantic.


Mature Period – Portuguese exploration of the Indic: João de Castro

By the early 16th century there were regular voyages between Lisbon and the Indic. The knowledge of the Atlantic developed by accretion, with the systematic exploration moving into the Indic. The corollary of this activity involved a group of remarkable men established around the academic (mathematician, cosmographer) Pedro Nunes, and the explorer and ‘lead investigator’ João de Castro (navigator, military commander and Vice-Roy of India); such men included Andre de Resende (scholar), João de Barros (chronist and scholar), and possibly Damião de Gois (a diplomat, scholar and friend of Erasmus). The theoretical works of Pedro Nunes (1502–1578) achieved the mathematical determination of the Loxodromic navigation, loxodromic curve: the shortest course between two points on the surface of a sphere represented onto a two-dimensional map, clearing the way for the establishment of the Mercator projection.Pedro Nunes Salaciense
at the MacTutor History of Mathematics archive. Retrieved 13/06/2020
It is Pedro Nunes who states, in his contemporaneous "Treatise of the Sphere" (1537), that Portuguese navigations were not an adventurous endeavour:
''"nam se fezeram indo a acertar: mas partiam os nossos mareantes muy ensinados e prouidos de estromentos e regras de astrologia e geometria que sam as cousas que os cosmographos ham dadar apercebidas (...) e leuaua cartas muy particularmente rumadas e na ja as de que os antigos vsauam"'' (were not done by chance: but our seafarers departed well taught and provided with instruments and rules of astrology (astronomy) and geometry which were matters the cosmographers would provide (...) and they took charts with exact routes and no longer those used by the ancient).
Nunes credibility rests on being personally involved in the instruction of pilots and senior seafarers from 1527 onwards. Moreover, it was Nunes who developed instruments and instructions for the systematic work of João de Castro, as stated by Castro in several of his letters. João de Castro's work took place along the route of the Indian Ocean (1538), particularly the Arabian Sea with the Persian Gulf and the Red Sea (1538-39 and 1541). While his study of the coast, navigation and winds and currents is rigorous and accurate, it is his research on terrestrial magnetism in the Atlantic and Indian oceans that came to be celebrated:
"''D. Joao de Castro carried out a series of experiments that succeeded in detecting phenomena, in particular related to magnetism and the magnetic needle on board. It should be assumed that such knowledge to Pedro Nunes, of course the direct inspiration of all the observations he has done in his travels. When on August 5, 1538, D. João de Castro decided to determine the latitude of Mozambique, found the cause that dictated the astonishing uneasiness of needles; noted the deviation of the needle, discovering it 128 years before Dennis Guillaume (1666) of Nieppe, which is recorded in History of Sailing as if he were the first to know about this phenomenon. His point near Baçaim, on December 22, 1538, a magnetic phenomenon, for which there were variations of the needle because of the proximity of certain rocks, confirmed four centuries later, was called local attraction. D. João de Castro refuted the theory that the variation of magnetic declination is not formed by geographic meridians. His comments are the most important record of values of magnetic declination in the Atlantic and Indian oceans, in the sixteenth century, and useful for the study of terrestrial magnetism. It was one of the personalities of this century European experimental science, linking the importance of this study with the sailing.''"
King John II of Portugal continued this effort, forming a committee on navigation. This group computed tables of Solar declination, the sun's declination and improved the mariner's astrolabe, believing it a good replacement for the cross-staff. These resources improved the ability of a navigator at sea to judge his
latitude In geography, latitude is a geographic coordinate system, geographic coordinate that specifies the north-south position of a point on the surface of the Earth or another celestial body. Latitude is given as an angle that ranges from −90° at t ...
. Crown of Castile, Castilian Jew Abraham Zacut, the author of an exceptional treatise on astronomy/astrology in Hebrew, with the title ''Ha-jibbur Ha-gadol'', fled to Portugal in 1492. He published in the printing press of Leiria in 1496, the book ''Biur Luhoth'', or in Latin ''Almanach Perpetuum'', which was soon translated into Latin and Spanish. In this book were the astronomical tables (ephemerides) for the years 1497 to 1500, which may have been instrumental, together with the Mariner's astrolabe, new astrolabe, made of metal and not wood as before (created and perfected at the beginning of the Portuguese discoveries), to Vasco da Gama and Pedro Álvares Cabral in their voyages to
India India, officially the Republic of India, is a country in South Asia. It is the List of countries and dependencies by area, seventh-largest country by area; the List of countries by population (United Nations), most populous country since ...
(also passing through South America) around the open Atlantic Ocean (including the Southwest Atlantic) and in the Indian Ocean. Nevertheless, the Portuguese had to hire local pilots in the Indian Ocean for several decades to guide their ships. In the 15th and 16th centuries, the Crown of Castile and then the "unified" Spanish Empire, Crown of ''Spain'' was also in the vanguard of European global exploration and colonial expansion. The Spanish Crown opened trade routes across the oceans, specially the transatlantic expeditions of Christopher Columbus on behalf of Castile, from 1492. The Crown of Castile, under Charles I of Spain, also sponsored the first expedition of Circumnavigation, world circumnavigation in 1521. The enterprise was led by Portuguese navigator Ferdinand Magellan and completed by the Spanish navigator Juan Sebastián Elcano after the former's death in the
Philippines The Philippines, officially the Republic of the Philippines, is an Archipelagic state, archipelagic country in Southeast Asia. Located in the western Pacific Ocean, it consists of List of islands of the Philippines, 7,641 islands, with a tot ...
in 1521. The fleet of seven ships sailed from Sanlúcar de Barrameda in Southern Spain in 1519, crossed the Atlantic Ocean and after several stopovers rounded the southern tip of
South America South America is a continent entirely in the Western Hemisphere and mostly in the Southern Hemisphere, with a considerably smaller portion in the Northern Hemisphere. It can also be described as the southern Subregion#Americas, subregion o ...
. Some ships were lost, but the remaining fleet continued across the Pacific making a number of discoveries including Guam and the Philippines. By then, only two galleons were left from the original seven. The ''Victoria'' led by Elcano sailed across the Indian Ocean and north along the coast of Africa, to finally arrive in Spain in 1522, three years after its departure. The ''Trinidad'' sailed east from the Philippines, trying to find a maritime path back to the Americas, but was unsuccessful. The eastward route across the Pacific, also known as the ''tornaviaje'' (return trip) was only discovered forty years later, when Spanish cosmographer Andrés de Urdaneta sailed from the Philippines, north to parallel 39°, and hit the eastward Kuroshio Current which took its galleon across the Pacific. He arrived in Acapulco on October 8, 1565 The trips of exploration led to trade flourishing across the Atlantic Ocean between Spain and America and across the Pacific Ocean between Asia-Pacific and Mexico via the
Philippines The Philippines, officially the Republic of the Philippines, is an Archipelagic state, archipelagic country in Southeast Asia. Located in the western Pacific Ocean, it consists of List of islands of the Philippines, 7,641 islands, with a tot ...
. Later, Andrés de Urdaneta discovered the northern Pacific's ''volta do mar'' return voyage. The compass, a cross-staff or astrolabe, a method to correct for the altitude of
Polaris Polaris is a star in the northern circumpolar constellation of Ursa Minor. It is designated α Ursae Minoris (Latinisation of names, Latinized to ''Alpha Ursae Minoris'') and is commonly called the North Star or Pole Star. With an ...
and rudimentary nautical charts were all the tools available to a navigator at the time of Christopher Columbus. In his notes on Ptolemy's geography, Johannes Werner of Nuremberg wrote in 1514 that the cross-staff was a very ancient instrument, but was only beginning to be used on ships. Prior to 1577, no method of judging the ship's speed was mentioned that was more advanced than observing the size of the vessel's bow wave or the passage of sea foam or various floating objects.May, William Edward, ''A History of Marine Navigation'', G.T. Foulis & Co. Ltd., Henley-on-Thames, Oxfordshire, 1973, In 1577, a more advanced technique was mentioned: the chip log. In 1578, a patent was registered for a device that would judge the ship's speed by counting the revolutions of a wheel mounted below the ship's waterline. Accurate time-keeping is necessary for the determination of longitude. As early as 1530, precursors to modern techniques were being explored. However, the most accurate clocks available to these early navigators were water clocks and sand clocks, such as hourglass. Hourglasses were still in use by the Royal Navy of Britain until 1839 for the timing of Watchstanding, watches. Continuous accumulation of navigational data, along with increased exploration and trade, led to increased production of volumes through the Middle Ages. "Routiers" were produced in France about 1500; the English referred to them as "rutters." In 1584 Lucas Waghenaer published the ''Spieghel der Zeevaerdt'' (''The Mariner's Mirror''), which became the model for such publications for several generations of navigators. They were known as "Waggoners" by most sailors. In 1537, Pedro Nunes published his ''Tratado da Sphera''. In this book he included two original treatises about questions of navigation. For the first time the subject was approached using mathematical tools. This publication gave rise to a new scientific discipline: "theoretical or scientific navigation". In 1545, Pedro de Medina published the influential ''Arte de navegar''. The book was translated into French, Italian, Dutch and English. In 1569, Gerardus Mercator published for the first time Mercator 1569 world map, a world map in such a cartographic projection that Loxodrome, constant-rhumb trajectories were plotted as straight lines. This Mercator projection would be widely used for nautical charts from the 18th century onward. In 1594, John Davis (English explorer), John Davis published an 80-page pamphlet called ''The Seaman's Secrets'' which, among other things describes Great circle, great circle sailing. It's said that the explorer Sebastian Cabot (explorer), Sebastian Cabot had used great circle methods in a crossing of the North Atlantic in 1495. Davis also gave the world a version of the backstaff, the backstaff#Davis quadrant, Davis quadrant, which became one of the dominant instruments from the 17th century until the adoption of the sextant in the 19th century. In 1599, Edward Wright (mathematician), Edward Wright published ''Certaine Errors in Navigation'', which translated the work of Pedro Nunes explaining the mathematical basis of the Mercator projection, with calculated mathematical tables which made it possible to use in practice. The book made clear why only with this projection would a constant bearing correspond to a straight line on a chart. It also analysed other sources of error, including the risk of parallax errors with some instruments; and faulty estimates of latitude and longitude on contemporary charts. In 1599–1600, Edward Wright's World Chart of 1599 was the first map under the Mercator projection drawn by an Englishman for English navigation. The map prominently displays the Queen Elizabeth I Privy Seal; the only one of her realm to carry her private seal. The Molyneux 1592 globe is the only other cartography with her Privy Seal. Both identify ''Nova Albion'', the land Captain Francis Drake claimed for his Queen during Francis Drake's circumnavigation, his 1577–1580 circumnavigation, above the 40th parallel. In 1631, Pierre Vernier described his newly invented Quadrant (instrument), quadrant that was accurate to one minute of arc.. In theory, this level of accuracy could give a line of position within a nautical mile of the navigator's actual position. In 1635, Henry Gellibrand published an account of yearly change in magnetic variation.. In 1637, using a specially built sextant (astronomical), astronomical sextant with a 5-foot radius, Richard Norwood measured the length of a nautical mile with chains.. His definition of 2,040 yards is fairly close to the modern International System of Units (SI) definition of 2,025.372 yards. Norwood is also credited with the discovery of magnetic dip 59 years earlier, in 1576.


Modern times

In 1714 the British ''Board of Longitude, Commissioners for the discovery of longitude at sea'' came into prominence.. This group, which existed until 1828, offered grants and rewards for the solution of navigational problems. Between 1737 and 1828, the commissioners disbursed some £101,000. The government of the United Kingdom also offered significant rewards for navigational accomplishments in this era, such as £20,000 for the discovery of the Northwest Passage and £5,000 for the navigator that could sail within a degree of latitude of the
North Pole The North Pole, also known as the Geographic North Pole or Terrestrial North Pole, is the point in the Northern Hemisphere where the Earth's rotation, Earth's axis of rotation meets its surface. It is called the True North Pole to distingu ...
. A widespread manual in the 18th century was ''Navigatio Britannica'' by John Barrow (historian), John Barrow, published in 1750 by March & Page and still being advertised in 1787. Isaac Newton invented a reflecting quadrant around 1699. He wrote a detailed description of the instrument for Edmond Halley, which was published in 1742. Due to this time lapse, credit for the invention has often been given instead to John Hadley and Thomas Godfrey (inventor), Thomas Godfrey. The octant eventually replaced earlier cross-staffs and Davis quadrants, and had the immediate effect of making latitude calculations much more accurate. A highly important breakthrough for the accurate determination of longitude came with the invention of the marine chronometer. The 1714 longitude prize offer for a method of determining longitude at sea, was won by John Harrison, a Yorkshire carpenter. He submitted a project in 1730, and in 1735 completed a clock based on a pair of counter-oscillating weighted beams connected by springs whose motion was not influenced by gravity or the motion of a ship. His first two sea timepieces H1 and H2 (completed in 1741) used this system, but he realised that they had a fundamental sensitivity to centrifugal force, which meant that they could never be accurate enough at sea. Harrison solved the precision problems with his much smaller H4 chronometer design in 1761. H4 looked much like a large five-inch (12 cm) diameter pocket watch. In 1761, Harrison submitted H4 for the £20,000 longitude prize. His design used a fast-beating balance wheel controlled by a temperature-compensated spiral spring. These features remained in use until stable electronic oscillators allowed very accurate portable timepieces to be made at affordable cost. In 1767, the Board of Longitude published a description of his work in ''The Principles of Mr. Harrison's time-keeper''. In 1757, John Bird (astronomer), John Bird invented the first sextant. This replaced the Davis quadrant and the octant as the main instrument for navigation. The sextant was derived from the octant in order to provide for the lunar distance method. With the lunar distance method, mariners could determine their longitude accurately. Once chronometer production was established in the late 18th century, the use of the chronometer for accurate determination of longitude was a viable alternative. Chronometers replaced lunars in wide usage by the late 19th century. In 1891 radios, in the form of wireless telegraphs, began to appear on ships at sea. In 1899 the ''R.F. Matthews'' was the first ship to use wireless communication to request assistance at sea. Using radio for determining direction was investigated by "Sir Oliver Lodge, of England; Andre Blondel, of France; Lee De Forest, De Forest, Pickard; and John Stone Stone, Stone, of the United States; and Bellini and Tosi, of Italy." The Stone Radio & Telegraph Company installed an early prototype radio direction finder on the naval collier ''Lebanon'' in 1906. By 1904 time signals were being sent to ships to allow navigators to check their chronometers. The U.S. Navy Hydrographic Office was sending navigational warnings to ships at sea by 1907. Later developments included the placing of lighthouses and buoys close to shore to act as marine signposts identifying ambiguous features, highlighting hazards and pointing to safe channels for ships approaching some part of a coast after a long sea voyage. In 1912 Nils Gustaf Dalén was awarded the Nobel Prize in Physics for his invention of automatic valves designed to be used in combination with gas accumulators in lighthouses. 1921 saw the installation of the first radiobeacon.Bowditch, 2002:8. The first prototype shipborne radar system was installed on the USS ''Leary'' in April 1937. On November 18, 1940, Mr. Alfred L. Loomis made the initial suggestion for an electronic air navigation system which was later developed into LORAN (long range navigation system) by the Radiation Laboratory of the Massachusetts Institute of Technology, and on November 1, 1942, the first LORAN System was placed in operation with four stations between the Chesapeake Bay, Chesapeake Capes and Nova Scotia. In October 1957, the Soviet Union launched the world's first artificial satellite, ''Sputnik.'' Scientists at Applied Physics Laboratory, Johns Hopkins University's Applied Physics Laboratory took a series of measurements of ''Sputniks doppler shift yielding the satellite's position and velocity. This team continued to monitor ''Sputnik'' and the next satellites into space, ''Sputnik II'' and ''Explorer I''. In March 1958 the idea of working backwards, using known satellite orbits to determine an unknown position on the Earth's surface began to be explored. This led to the ''TRANSIT'' satellite navigation system. The first ''TRANSIT'' satellite was placed in polar orbit in 1960. The system, consisting of 7 satellites, was made operational in 1962. A navigator using readings from three satellites could expect accuracy of about 80 feet. On July 14, 1974 the first prototype Navstar GPS satellite was put into orbit, but its clocks failed shortly after launch. The ''Navigational Technology Satellite 2'', redesigned with cesium clocks, started to go into orbit on June 23, 1977. By 1985, the first 11-satellite GPS Block I constellation was in orbit. Satellites of the similar Russian GLONASS system began to be put into orbit in 1982, and the system is expected to have a complete 24-satellite constellation in place by 2010. The European Space Agency expects to have its Galileo (satellite navigation), Galileo with 30 satellites in place by 2011–12 as well.


Integrated bridge systems

Electronic integrated bridge concepts are driving future navigation system planning.Bowditch, 2002:1. Integrated systems take inputs from various ship sensors, electronically display positioning information, and provide control signals required to maintain a vessel on a preset course. The navigator becomes a system manager, choosing system presets, interpreting system output, and monitoring vessel response.


Notes


See also

*Air navigation *Austronesian navigation *Celestial navigation *Galileo positioning system *Geodetic system *Great-circle distance explains how to find that quantity if one knows the two latitudes and longitude *History of geodesy *History of latitude *History of longitude *Ma Jun (mechanical engineer), Ma Jun *Shen Kuo *List of explorers *Maritime history of the United States *Marshall Islands stick chart *Navigation *Polynesian navigation *Portuguese nautical science *South-pointing chariot *Franz Xaver, Baron Von Zach, a scientific editor and astronomer, first located many places geographically *Rhumbline grid *Nikola Tesla


Citation


References

* * * * * * * * * * * *


Further reading

* Gershom Bradford (1918),
The whys and wherefores of navigation
', New York: D. Van Nostrand Company * *Juan Francisco Maura, Españoles y portugueses en Canadá en tiempos de Cristóbal Colón, Universidad de Valencia, 2021 https://parnaseo.uv.es/Lemir/textos/Juan_Maura_Canada.pdf {{Ancient seafaring History of navigation, Navigation Maritime history, Navigation History by topic