Parallax

Stellar parallax created by the relative motion between the Earth and a star can be seen, in the Copernican model, as arising from the orbit of the Earth around the Sun: the star only appears to move relative to more distant objects in the sky. In a geostatic model, the movement of the star would have to be taken as real with the star oscillating across the sky with respect to the background stars.

Stellar parallax is most often measured using annual parallax, defined as the difference in position of a star as seen from the Earth and Sun, i.e. the angle subtended at a star by the mean radius of the Earth's orbit around the Sun. The parsec (3.26 light-years) is defined as the distance for which the annual parallax is 1 arcsecond. Annual parallax is normally measured by observing the position of a star at different times of the year as the Earth moves through its orbit. Measurement of annual parallax was the first reliable way to determine the distances to the closest stars. The first successful measurements of stellar parallax were made by Friedrich Bessel in 1838 for the star 61 Cygni using a heliometer.[5] Stellar parallax remains the standard for calibrating other measurement methods. Accurate calculations of distance based on stellar parallax require a measurement of the distance from the Earth to the Sun, now based on radar reflection off the surfaces of planets.[6]

The angles involved in these calculations are very small and thus difficult to measure. The nearest star to the Sun (and thus the star with the largest parallax), Proxima Centauri, has a parallax of 0.7687 ± 0.0003 arcsec.[7] This angle is approximately that subtended by an object 2 centimeters in diameter located 5.3 kilometers away.

Hubble Space Telescope – Spatial scanning precisely measures distances up to 10,000 light-years away (10 April 2014).[8]

The fact that stellar parallax was so small that it was unobservable at the time was used as the main scientific argument against heliocentrism during the early modern age. It is clear from Euclid's geometry that the effect would be undetectable if the stars were far enough away, but for various reasons such gigantic distances involved seemed entirely implausible: it was one of Tycho's principal objections to Copernican heliocentrism that in order for it to be compatible with the lack of observable stellar parallax, there would have to be an enormous and unlikely void between the orbit of Saturn (then the most distant known planet) and the eighth sphere (the fixed stars).[9]

In 1989, the satellite Hipparcos was launched primarily for obtaining improved parallaxes and proper motions for over 100,000 nearby stars, increasing the reach of the method tenfold. Even so, Hipparcos was only able to measure parallax angles for stars up to about 1,600 light-years away, a little more than one percent of the diameter of the Milky Way Galaxy. The European Space Agency's Gaia mission, launched in December 2013, can measure parallax angles to an accuracy of 10 microarcseconds, thus mapping nearby stars (and potentially planets) up to a distance of tens of thousands of light-years from Earth.[10][11] In April 2014, NASA astronomers reported that the Hubble Space Telescope, by using spatial scanning, can precisely measure distances up to 10,000 light-years away, a ten-fold improvement over earlier measurements.[8]

Stellar parallax motion

Distance measurement by parallax is a special case of the principle of triangulation, which states that one can solve for all the sides and angles in a network of triangles if, in addition to all the angles in the network, the length of at least one side has been measured. Thus, the careful measurement of the length of one baseline can fix the scale of an entire triangulation network. In parallax, the triangle is extremely long and narrow, and by measuring both its shortest side (the motion of the observer) and the small top angle (always less than 1 arcsecond,[5] leaving the other two close to 90 degrees), the length of the long sides (in practice considered to be equal) can be determined.

Assuming the angle is small (see derivation below), the distance to an object (measured in parsecs) is the reciprocal of the parallax (measured in arcseconds): ${\displaystyle d(\mathrm {pc} )=1/p(\mathrm {arcsec} ).}$ For example, the distance to Proxima Centauri is 1/0.7687 = 1.3009 parsecs (4.243 ly).[7]

Diurnal parallax is a parallax that varies with rotation of the Earth or with difference of location on the Earth. The Moon and to a smaller extent the terrestrial planets or asteroids seen from different viewing positions on the Earth (at one given moment) can appear differently placed against the background of fixed stars.[12][13]

The diurnal parallax has been used by John Flamsteed in 1672 to measure the distance to Mars at its opposition and through that to estimate the astronomical unit and the size of the Solar System.[14]

Lunar parallax (often short for lunar horizontal parallax or lunar equatorial horizontal parallax), is a special case of (diurnal) parallax: the Moon, being the nearest celestial body, has by far the largest maximum parallax of any celestial body, at times exceeding 1 degree.[15]

The diagram for stellar parallax can illustrate lunar parallax as well, if the diagram is taken to be scaled right down and slightly modified. Instead of 'near star', read 'Moon', and instead of taking the circle at the bottom of the diagram to represent the size of the Earth's orbit around the Sun, take it to be the size of the Earth's globe, and of a circle around the Earth's surface. Then, the lunar (horizontal) parallax amounts to the difference in angular position, relative to the background of distant stars, of the Moon as seen from two different viewing positions on the Earth: one of the viewing positions is the place from which the Moon can be seen directly overhead at a given moment (that is, viewed along the vertical line in the diagram); and the other viewing position is a place from which the Moon can be seen on the horizon at the same moment (that is, viewed along one of the diagonal lines, from an Earth-surface position corresponding roughly to one of the blue dots on the modified diagram).

The lunar (horizontal) parallax can alternatively be defined as the angle subtended at the distance of the Moon by the radius of the Earth[16][17]—equal to angle p in the diagram when scaled-down and modified as mentioned above.

The lunar horizontal parallax at any time depends on the linear distance of the Moon from the Earth. The Earth–Moon linear distance varies continuously as the Moon follows its perturbed and approximately elliptical orbit around the Earth. The range of the variation in linear distance is from about 56 to 63.7 Earth radii, corresponding to horizontal parallax of about a degree of arc, but ranging from about 61.4' to about 54'.[15] The Astronomical Almanac and similar publications tabulate the lunar horizontal parallax and/or the linear distance of the Moon from the Earth on a periodical e.g. daily basis for the convenience of astronomers (and of celestial navigators), and the study of the way in which this coordinate varies with time forms part of lunar theory.

Diagram of daily lunar parallax

Parallax can also be used to determine the distance to the Moon.

One way to determine the lunar parallax from one location is by using a lunar eclipse. A full shadow of the Earth on the Moon has an apparent radius of curvature equal to the difference between the apparent radii of the Earth and the Sun as seen from the Moon. This radius can be seen to be equal to 0.75 degree, from which (with the solar apparent radius 0.25 degree) we get an Earth apparent radius of 1 degree. This yields for the Earth–Moon distance 60.27 Earth radii or 384,399 kilometres (238,854 mi) This procedure was first used by Aristarchus of Samos[18] and Hipparchus, and later found its way into the work of Ptolemy.[19] The diagram at the right shows how daily lunar parallax arises on the geocentric and geostatic planetary model in which the Earth is at the centre of the planetary system and does not rotate. It also illustrates the important point that parallax need not be caused by any motion of the observer, contrary to some definitions of parallax that say it is, but may arise purely from motion of the observed.

Another method is to take two pictures of the Moon at exactly the same time from two locations on Earth and compare the positions of the Moon relative to the stars. Using the orientation of the Earth, those two position measurements, and the distance between the two locations on the Earth, the distance to the Moon can be triangulated:

${\displaystyle \mathrm {distance} _{\mathrm {moon} }={\frac {\mathrm {distance} _{\mathrm {observerbase} }}{\tan(\mathrm {angle} )}}}$

Example of lunar parallax: Occultation of Pleiades by the Moon

This is the method referred to by Jules Verne in From the Earth to the Moon:

Until then, many people had no idea how one could calculate the distance separating the Moon from the Earth. The circumstance was exploited to teach them that this distance was obtained by measuring the parallax of the Moon. If the word parallax appeared to amaze them, they were told that it was the angle subtended by two straight lines running from both ends of the Earth's radius to the Moon. If they had doubts on the perfection of this method, they were immediately shown that not only did this mean distance amount to a whole two hundred thirty-four thousand three hundred and forty-seven miles (94,330 leagues), but also that the astronomers were not in error by more than seventy miles (≈ 30 leagues).

After Copernicus proposed his heliocentric system, with the Earth in revolution around the Sun, it was possible to build a model of the whole Solar System without scale. To ascertain the scale, it is necessary only to measure one distance within the Solar System, e.g., the mean distance from the Earth to the Sun (now called an astronomical unit, or AU). When found by triangulation, this is referred to as the solar parallax, the difference in position of the Sun as seen from the Earth's centre and a point one Earth radius away, i.e., the angle subtended at the Sun by the Earth's mean radius. Knowing the solar parallax and the mean Earth radius allows one to calculate the AU, the first, small step on the long road of establishing the size and expansion age[20] of the visible Universe.

A primitive way to determine the distance to the Sun in terms of the distance to the Moon was already proposed by Aristarchus of Samos in his book On the Sizes and Distances of the Sun and Moon. He noted that the Sun, Moon, and Earth form a right triangle (with the right angle at the Moon) at the moment of first or last quarter moon. He then estimated that the Moon–Earth–Sun angle was 87°. Using correct geometry but inaccurate observational data, Aristarchus concluded that the Sun was slightly less than 20 times farther away than the Moon. The true value of this angle is close to 89° 50', and the Sun is actually about 390 times farther away.[18] He pointed out that the Moon and Sun have nearly equal apparent angular sizes and therefore their diameters must be in proportion to their distances from Earth. He thus concluded that the Sun was around 20 times larger than the Moon; this conclusion, although incorrect, follows logically from his incorrect data. It does suggest that the Sun is clearly larger than the Earth, which could be taken to support the heliocentric model.[21]

Measuring Venus transit times to determine solar parallax

Although Aristarchus' results were incorrect due to observational errors, they were based on correct geometric principles of parallax, and became the basis for estimates of the size of the Solar System for almost 2000 years, until the transit of Venus was correctly observed in 1761 and 1769.[18] This method was proposed by Edmond Halley in 1716, although he did not live to see the results. The use of Venus transits was less successful than had been hoped due to the black drop effect, but the resulting estimate, 153 million kilometers, is just 2% above the currently accepted value, 149.6 million kilometers.

Much later, the Solar System was "scaled" using the parallax of asteroids, some of which, such as Eros, pass much closer to Earth than Venus. In a favourable opposition, Eros can approach the Earth to within 22 million kilometres.[22] During the opposition of 1900–1901, a worldwide program was launched to make parallax measurements of Eros to determine the solar parallax (or distance to the Sun), with the results published in 1910 by Arthur Hinks of Cambridge[23] and Charles D. Perrine of the Lick Observatory, University of California.[24] Perrine published progress reports in 1906[25] and 1908.[26] He took 965 photographs with the Crossley Reflector and selected 525 for measurement.[27] A similar program was then carried out, during a closer approach, in 1930–1931 by Harold Spencer Jones.[28] The value of the Astronomical Unit (roughly the Earth-Sun distance) obtained by this program was considered definitive until 1968, when radar and dynamical parallax methods started producing more precise measurements.

Also radar reflections, both off Venus (1958) and off asteroids, like Icarus, have been used for solar parallax determination. Today, use of spacecraft telemetry links has solved this old problem. The currently accepted value of solar parallax is 8".794 143.[29]

The open stellar cluster Hyades in Taurus extends over such a large part of the sky, 20 degrees, that the proper motions as derived from astrometry appear to converge with some precision to a perspective point north of Orion. Combining the observed apparent (angular) proper motion in seconds of arc with the also observed true (absolute) receding motion as witnessed by the Doppler redshift of the stellar spectral lines, allows estimation of the distance to the cluster (151 light-years) and its member stars in much the same way as using annual parallax.[30]

Dynamical parallax has sometimes also been used to determine the distance to a supernova, when the optical wave front of the outburst is seen to propagate through the surrounding dust clouds at an apparent angular velocity, while its true propagation velocity is known to be the speed of light.[31]

For a right triangle,

${\displaystyle \tan p={\frac {1\,{\text{au}}}{d}},}$

where ${\displaystyle p}$ is the parallax, 1 au (149,600,000 km) is approximately the average distance from the Sun to Earth, and ${\displaystyle d}$ is the distance to the star. Using small-angle approximations (valid when the angle is small compared to 1 radian),

${\displaystyle \tan x\approx x{\text{ radians}}=x\cdot {\frac {180}{\pi }}{\text{ degrees}}=x\cdot 180\cdot {\frac {3600}{\pi }}{\text{ arcseconds}},}$

so the parallax, measured in arcseconds, is

${\displaystyle p''\approx {\frac {1{\text{ au}}}{d}}\cdot 180\cdot {\frac {3600}{\pi }}.}$

If the parallax is 1", then the distance is

${\displaystyle d=1{\text{ au}}\cdot 180\cdot {\frac {3600}{\pi }}\approx 206,265{\text{ au}}\approx 3.2616{\text{ ly}}\equiv 1{\text{ parsec}}.}$

This defines the parsec, a convenient unit for measuring distance using parallax. Therefore, the distance, measured in parsecs, is simply ${\displaystyle d=1/p}$, when the parallax is given in arcseconds.[32]

Precise parallax measurements of distance have an associated error. This error in the measured parallax angle does not translate directly into an error for the distance, except for relatively small errors. The reason for this is that an error toward a smaller angle results in a greater error in distance than an error toward a larger angle.

However, an approximation of the distance error can be computed by

${\displaystyle \delta d=\delta \left({1 \over p}\right)=\left|{\partial \over \partial p}\left({1 \over p}\right)\right|\delta p={\delta p \over p^{2}}}$

where d is the distance and p is the parallax. The approximation is far more accurate for parallax errors that are small relative to the parallax than for relatively large errors. For meaningful results in stellar astronomy, Dutch astronomer Floor van Leeuwen recommends that the parallax error be no more than 10% of the total parallax when computing this error estimate.[33]

From enhanced relativistic positioning systems, spatio-temporal parallax generalizing the usual notion of parallax in space only has been developed. Then, eventfields in spacetime can be deduced directly without intermediate models of light bending by massive bodies such as the one used in the PPN formalism for instance.[34]

Simple animation demonstrating the effects of parallax compensation in telescopic sights, as the eye moves relative to the sight.

In some reticled optical instruments such as telescopes, microscopes or in telescopic sights ("scopes") used on small arms and theodolites, parallax can create problems when the reticle is not coincident with the focal plane of the target image. This is because when the reticle and the target are not at the same focus, the optically corresponded distances being projected through the eyepiece are also different, and the user's eye will register the difference in parallaxes between the reticle and the target (whenever eye position changes) as a relative displacement on top of each other. The term parallax shift refers to that resultant apparent "floating" movements of the reticle over the target image when the user moves his/her head/eye laterally (up/down or left/right) behind the sight,[37] i.e. an error where the reticle does not stay aligned with the user's optical axis.

Some firearm scopes are equipped with a parallax compensation mechanism, which basically consists of a movable optical element that enables the optical system to shift the focus of the target image at varying distances into exactly the same optical plane of the reticle (or vice versa). Many low-tier telescopic sights may have no parallax compensation because in practice they can still perform very acceptably without eliminating parallax shift, in which case the scope is often set fixed at a designated parallax-free distance that best suits their intended usage. Typical standard factory parallax-free distances for hunting scopes are 100 yd (or 90 m) to make them suited for hunting shots that rarely exceed 300 yd/m. Some competition and military-style scopes without parallax compensation may be adjusted to be parallax free at ranges up to 300 yd/m to make them better suited for aiming at longer ranges. Scopes for guns with shorter practical ranges, such as airguns, rimfire rifles, shotguns and muzzleloaders, will have parallax settings for shorter distances, commonly 50 m (55 yd) for rimfire scopes and 100 m (110 yd) for shotguns and muzzleloaders. Airgun scopes are very often found with adjustable parallax, usually in the form of an adjustable objective (or "AO" for short) design, and may adjust down to as near as 3 metres (3.3 yd).

Non-magnifying reflector or "reflex" sights have the ability to be theoretically "parallax free." But since these sights use parallel collimated light this is only true when the target is at infinity. At finite distances eye movement perpendicular to the device will cause parallax movement in the reticle image in exact relationship to eye position in the cylindrical column of light created by the collimating optics.[38][39] Firearm sights, such as some red dot sights, try to correct for this via not focusing the reticle at infinity, but instead at some finite distance, a designed target range where the reticle will show very little movement due to parallax.[38] Some manufactures market reflector sight models they call "parallax free,"[40] but this refers to an optical system that compensates for off axis spherical aberration, an optical error induced by the spherical mirror used in the sight that can cause the reticle position to diverge off the sight's optical axis with change in eye position.[41][42]