History of Virtual Work Laws
History of Virtual Work Laws
History of Virtual Work Laws
http://avaxhome.ws/blogs/ChrisRedfield
Editorial Board:
K. Andersen, Aarhus
D. Buchwald, Pasadena
H.J.M. Bos, Utrecht
U. Bottazzini, Roma
J.Z. Buchwald, Cambridge, Mass.
K. Chemla, Paris
S.S. Demidov, Moskva
E.A. Fellmann, Basel
M. Folkerts, Mnchen
P. Galison, Cambridge, Mass.
I. Grattan-Guinness, London
Danilo Capecchi
History of Virtual
Work Laws
A History of Mechanics Prospective
Birkhauser
Danilo Capecchi
Universit La Sapienza, Rome (Italy)
ISBN 978-88-470-2055-9
DOI 10.1007/978-88-470-2056-6
Preface
Lagrange, in the Mchanique analitique of 1788, identied three programs of research, or paradigms, in the history of statics: the lever, the composition of forces,
and the principle of virtual work. The paradigm of the lever would have been in
force from antiquity until the early XVIII century, when Varignon was asserting the
parallelogram law for composition and decomposition of forces. The principle of
virtual work would have become dominant since the XIX century. This picture is in
my opinion quite realistic, although the nal predicted by Lagrange was never fully
realized because the principle of virtual work has never replaced the rule of the composition of forces, but at most has outanked it. Also the picture is too schematic.
In fact, some form of law of virtual work has always existed in mechanics, always
however with limited applications.
The law of virtual work, as usually presented in modern textbooks of mechanics,
says that there is equilibrium for one or more bodies subjected to a system of forces
if and only if the total virtual work is zero for any virtual displacement. In Chapter
2 of this book the meaning of the terms work and virtual is described in some detail;
here I will only to mention that, since Lagrange in the second half of the XVIII
century, the law of virtual work had no appreciable changes in its formulation. The
view on its role in mechanics is instead still varying, passing from the enthusiasm of
the XIX century to a modest presence in modern rational mechanics as well as, all
considered, in the engineering eld, albeit with some important exceptions.
The present book starts from the rst documented formulations of laws of virtual
work. They usually have only a vague analogy to the modern ones and only mathematically. Attention is paid to Arabic and Latin mechanics of the Middle Ages. With
the Renaissance there began to appear slightly different wordings of the law, which
were often proposed as unique principles of statics. With Bernoulli and Lagrange
the process reached its apex. The book ends with some chapters dealing with the
discussions that took place in the French school on the role of the Lagrangian law of
virtual work and its applications to continuum mechanics.
Even though the book takes a particular point of view, it presents an important
slice of history of mechanics. Essential reference is made to primary sources; secondary literature is mainly used to frame the contributions of the scientists consid-
vi
Preface
ered in their times. To allow a better understanding of the ideas of the authors studied,
English translations are always accompanied by original quotations (Appendix). No
pre-conceived historical hypotheses have been explicitly assumed though. The mere
existence of the book suggests that I have in mind a continuous chain connecting
concepts from antiquity up to now. However the nature of the chain is complex and
I leave it to the reader to unveil it.
The book is the result of a twenty year study of mechanics and its history and
should be of interest to historians of mathematics and physics. It should also arouse
interest among engineers who are now perhaps the most important witnesses of classical mechanics, and with it, of the law of virtual work.
I want to acknowledge Giuseppe Ruta, Romano Gatto, Antonino Drago for contributing comments and suggestions to specic parts. Cesare Tocci for suggestions
regarding the whole book, and nally I want to acknowledge Raffaele Pisano for his
reading and the debates we have had.
Editorial considerations
Figures related to quotations are nearly all redrawn to allow a better comprehension.
Symbols of formulas are always those of the authors, except in easily identiable
cases. Translations of text from French, Latin, German and Italian are as much as
possible close to the original.
Rome, September 2011
Danilo Capecchi
Contents
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1.1 Virtual velocity laws . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1.2 Virtual displacement laws . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1.3 Virtual work laws as principles of mechanics . . . . . . . . . . . . . . . . .
1.4 Virtual work laws as theorems of mechanics . . . . . . . . . . . . . . . . .
1.5 Contemporary tendencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1.6 Final remarks. The rational justication of virtual work laws . . . .
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Greek origins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3.1 Different approaches to the law of the lever . . . . . . . . . . . . . . . . . .
3.1.1 Aristotelian mechanics . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3.1.1.1 Physica and De caelo . . . . . . . . . . . . . . . . . . . . .
3.1.1.2 Mechanica problemata . . . . . . . . . . . . . . . . . . . .
3.1.1.3 A law of virtual work . . . . . . . . . . . . . . . . . . . . .
3.1.2 Archimedean mechanics . . . . . . . . . . . . . . . . . . . . . . . . . . .
3.1.2.1 Proof of the law of the lever . . . . . . . . . . . . . . . .
3.2 The mechanics of Hero of Alexandria . . . . . . . . . . . . . . . . . . . . . . .
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Contents
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Torricellis principle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6.1 The centrobaric . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6.2 Galileos centrobaric . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6.3 Torricellis joined heavy bodies . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6.3.1 Torricellis fundamental concepts on the centre of gravity
6.4 Torricellis principle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6.4.1 Analysis of the aggregate of two bodies . . . . . . . . . . . . . .
6.4.2 Torricellis principle as a criterion of equilibrium . . . . . .
6.5 Evolution of Torricellis principle. Its role in virtual work laws . .
6.5.1 A restricted form of Torricellis principle . . . . . . . . . . . . .
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10 Lagranges contribution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10.1 First introduction of the virtual velocity principle . . . . . . . . . . . . .
10.1.1 The rst ideas about a new principle of mechanics . . . . .
10.1.2 Recherches sur la libration de la Lune . . . . . . . . . . . . . . .
10.1.2.1 Setting of the astronomical problem . . . . . . . . .
10.1.2.2 The symbolic equation of dynamics . . . . . . . . .
10.1.2.3 The virtual velocity principle . . . . . . . . . . . . . . .
10.1.3 The Thorie de la libration de la Lune . . . . . . . . . . . . . . .
10.2 Mchanique analitique and Mcanique analytique . . . . . . . . . . . .
10.2.1 Mchanique analitique . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10.2.1.1 Constraint reactions . . . . . . . . . . . . . . . . . . . . . . .
10.2.2 Mcanique analytique . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10.2.2.1 Criticisms of Lagranges proof . . . . . . . . . . . . .
10.3 The Thorie des fonctions analytiques . . . . . . . . . . . . . . . . . . . . . . .
10.4 Generalizations of the virtual velocity principle to dynamics . . . .
10.4.1 The calculus of variations . . . . . . . . . . . . . . . . . . . . . . . . . .
10.4.2 Elements of DAlemberts mechanics . . . . . . . . . . . . . . . .
10.4.2.1 DAlembert principle . . . . . . . . . . . . . . . . . . . . .
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14 Poinsots criticism . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
14.1 Considrations sur le principe des vitesses virtuelles . . . . . . . . . .
14.2 Thorie gnrale de lquilibre et du mouvement des systmes . .
14.2.1 Poinsots principles of mechanics . . . . . . . . . . . . . . . . . . .
14.2.1.1 System of material points constrained by a
unique equation . . . . . . . . . . . . . . . . . . . . . . . . . .
14.2.1.2 System of material points constrained by more
equations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
14.3 Demonstration of the virtual velocity principle . . . . . . . . . . . . . . . .
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18 Thermodynamical approach . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
18.1 Pierre Duhems concept of oeuvre . . . . . . . . . . . . . . . . . . . . . . . . . .
18.1.1 Virtual transformations . . . . . . . . . . . . . . . . . . . . . . . . . . . .
18.1.2 Activity, energy and work . . . . . . . . . . . . . . . . . . . . . . . . .
18.1.3 Rational mechanics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
18.1.3.1 Free systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
18.1.3.2 Constrained systems . . . . . . . . . . . . . . . . . . . . . .
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Appendix. Quotations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
A.1 Chapter 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
A.2 Chapter 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
A.3 Chapter 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
A.4 Chapter 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
A.5 Chapter 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
A.6 Chapter 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
A.7 Chapter 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
A.8 Chapter 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
A.9 Chapter 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
A.10 Chapter 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
A.11 Chapter 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
A.12 Chapter 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
A.13 Chapter 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
A.14 Chapter 14 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
A.15 Chapter 15 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
A.16 Chapter 16 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
A.17 Chapter 17 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
A.18 Chapter 18 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
473
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
489
1
Introduction
Hereinafter, the law of virtual work is not given its contemporary meaning. To do
so would be misleading in that it would attempt to write a history based on unavoidable recourse to categories of thinking that did not exist in the past. I use instead
the broader meaning of law of equilibrium, where forces appear together with the
motion of their points of application independently of the logical status assumed, be
it a theorem, a principle or an empirical law. In this sense the laws of virtual work
represent a particular historical point of view on mechanics.
Since the Greek origins of mechanics, there have been two alternative formulations of laws of virtual work (hereinafter VWL). The rst, which dates back to
Aristotles school, today goes under the name of laws of virtual velocities, in which
the effects of forces are assumed depending on the virtual velocities of their points of
application. The second, which has been known at least since the Hellenistic period,
today goes under the name of laws of virtual displacements, in which instead the
effects of forces are assumed depending on virtual displacement of their points of
application. The two approaches, though conceptually different, are mathematically
equivalent.
In the early days of VWLs, virtual motions were considered primarily as possible motions, those which one would have imagined the body, or system of bodies,
to assume within the respect of constraints, for example, following a disturbance
induced by a small force that alters the equilibrium. If one imagines that a balance
rotates around the fulcrum, at the same time one would imagine that the weights of
which it is burdened move. But with this type of natural conception there coexists
another, though not fully conscious at the beginning, in which the virtual motion is
seen as purely geometric. On the one hand one sees the balance in equilibrium under
assigned weights; on the other hand one imagines the unloaded balance moving with
a motion that takes place with a time owing in a super-celestial world. This way
of viewing virtual motions began to emerge from the subconscious to become the
natural one only in the XIX century with Poinsot and Ampre.
1 Introduction
Below is a brief history of VWLs, almost a summary of the book, from which it
is clear that the various formulations that have occurred during approximately two
thousand years, from Aristotle to Galileo, showed no appreciable progress. After
Galileo, there was instead an abrupt change of direction and in a few generations
very sophisticated formulations were reached.
In their analysis of the motion of the circle, Aristotles followers concluded that the
points which tend to move more easily require less force than those which tend to
move less easily. If to more or less easily is given the meaning of more or less
force, then one obtains a trivial tautology, but if it is given the meaning of more or
less quickly, then a form of VWL is obtained.
1
Nowhere in the Mechanica problemata did Aristotle use the word or the concept
of equilibrium. At most equilibrium can be seen in dynamical key as the result of the
cancellation of effects of opposing forces. Effect measured on the basis of virtual
motion. The higher the virtual velocity of the point of application of a force the
greater the effect. The study of equilibrium on the basis of possible motions seemed
a contradiction in terms for those who could not conceive, with Aristotle, rest as
motion in power. And there were many who did not share the ideas of Aristotle. But
even if this metaphysical difculty is ignored, the Aristotelian law of virtual work
was too complex from a logical point of view to be assumed as a principle, i.e. it
had to be demonstrated.
According to the mathematicians of the time a demonstration had to be based
on the existing model of geometry and had to consist of a derivation from evident
propositions. The intuitive Aristotelian considerations had no probative value. For
this reason in ancient Greece, the law of the lever among scientists but also among
technicians, followed a different approach, based on the concept of centre of gravity. Unfortunately we have few documents relating to the mechanical studies of
Greek mathematicians posterior to Aristotle. There are essentially the basic texts of
Archimedes on hydrostatics and centres of gravity, and some studies on the balance
atributed to Euclid. The most complete witness of Greek mechanics is contained in
the Mechanica of Hero of Alexandria, which had an applicative character. However
it can be said that Greek mechanicians assumed as their main conceptual model the
lever and the law which regulates its behaviour was proved with considerations beyond any doubts from principles, xed by Archimedes (see Chapter 3) which are
also beyond any doubts. Here equilibrium is the key concept, while motion is not
considered, except to deny it.
In the modern era Galileo was the rst to assume a VWL with a dynamical connotation where equilibrium resulted from cancellation of opposing trends. The name
he gave to these trends was momento (moment), a term which remained long in
the history of mechanics:
Moment is the propension of descending, caused not so much by the Gravity of the moveable, as by the disposure which divers Grave Bodies have in relation to one another; by
means of which Moment, we oft see a Body less Grave counterpoise another of greater
Gravity Moment is the propension to go downward, caused not so much on by severity of
the gravity of a mobile, but by the mutual disposition of the different heavy bodies, by the
moment of which you will see many times a less heavy body counterbalance another more
heavy [119].2 (A.1.1)
Galileo was not able to combine disparate magnitudes, such as weight and velocity,
and the idea of momento was expressed in the language of proportions that remains
at a somewhat imprecise level. In the study of the lever, shown in Le mecaniche,
Galileo saw virtual motion as that motion generated by altering the equilibrium with
a small weight. He then retained for it a certain degree of reality.
1 Introduction
But there was a second source of the law of virtual displacement that put equilibrium in the spotlight. This is Torricellis principle, according to which the centre of
gravity of a system of bodies in equilibrium cannot sink for any virtual displacement
compatible with constraints. It is a generalisation of the ancient empirical principle
that the center of gravity of a heavy body moves necessarily down when there are no
obstacles that prohibit it. Torricellis principle was already formulated by Galileo:
Because, as it is impossible for a heavy body or a mixture of them to move naturally upward,
moving away from the common centre towards which all heavy things converge, so it is
impossible that it spontaneously moves, if with this motion its own centre of gravity does
not approach the common centre [emphasis added] [118].4 (A.1.3)
3
4
vol. 2, p. 435.
p. 215.
And it can be traced back to medieval times, but only with Evangelista Torricelli
could it take the form of a physical law expressed in the language of mathematics.
Torricellis principle was originally formulated for only two bodies: Two joined
bodies cannot move by themselves, if their common centre of gravity does not sink,
but its extension to more bodies is straightforward. It had two great advantages over
the other formulations of VWLs: it was convincing for it appealed to everyday
experience and therefore no particular objection can be taken to assume it as the
basis of statics and could be easily generalised to a system of bodies.
Starting from Torricellis ideas, John Wallis reworded the principle of Torricelli,
saying that the sum of the products of forces times displacements of their points of
application in the direction of forces must be equal to zero. According to Varignon
Wallis was the man who went farther than any other authors [before Bernoulli]
[238].5
Preface.
1 Introduction
was alive and it is unclear whether they came, indirectly, to the notice of Johann
Bernoulli.
It was Johann Bernoulli who rened the wording of the VWL in a systematic
way by introducing explicitly the concept of innitesimal displacements. The law
he formulated is today known as the principle of virtual velocities and is commonly
considered as the prototype of the contemporary formulations of VWLs. The new
edition of Johann Bernoullis works, which also includes unpublished letters, provides a starting point for an interpretation of the origins of VWL in Bernoulli, slightly
lowering the aura of mystery that until now it has been wrapped. In February 1714
Johann Bernoulli published Manoeuvre des vaisseaux (see Chapter 8), a book dedicated to the theory of sailing. The preparation of this book was stimulated by the
publication of another book by Renau of Elissgaray, a marine engineer, on the same
topic and the discussion that followed on the composition of forces. Bernoulli had
recently embraced Leibnizs ideas of dead and living forces. He distinguished between the impulsive forces (living forces) and the forces that act continuously (dead
forces), like the wind that pushes on the sails of ships. And the forces that act continuously are characterized by their energies, i.e. the product of the force by the
component of the virtual innitesimal displacement in the direction of the force,
named by Bernoulli virtual velocities. In the end Bernoulli, as indeed did Huygens,
tended to consider virtual velocities and virtual displacements essentially the same,
and nally to consider the term virtual velocity as a synonym for innitesimal
displacement. This fact created a never-ending controversy because velocities and
innitesimal displacements are not perfectly matched, and while velocity was a well
established and accepted concept in the XVIII century, the innitesimal displacement remained shrouded in an aura of mystery.
The formulation of Bernoullis VWL is commonly associated with a letter of
Bernoulli to Pierre Varignon in 1715. Paradoxically, this letter appeared in the Nouvelle mcanique ou statique of 1725, a book which presented Varignons rule of composition of forces as the fundamental principle of statics alternative to any VWLs.
Bernoullis statement afrmed that for a system of forces that maintains a point, a
surface, on a body in equilibrium, the sum of positive energies equals that of negative energies, considered with their absolute value. Bernoulli was well aware of the
importance of his principle. In his letter to Varignon he wrote that the composition of
forces is not but a small corollary of his principle. Varignon of course did not share
this enthusiasm and did not record in his book this part of Bernoullis letter. For
Varignon, Bernoullis law is at most a theorem, to be proved case by case. Though
he did not give a general proof, he devoted a large part of his Nouvelle mcanique
[238] to prove it in all cases where, using the rule of the composition of forces, it
is known there is equilibrium.
Bernoullis VWL was not immediately accepted as a possible principle of mechanics. Bernoulli himself seemed to have changed his attitude and, in his writings,
referred to it only once, in 1728 in the Discourse sur le lois de la communication du
mouvement [35]. Here he introduced again the virtual velocity, but as the velocity
that each element of a body gains or loses, over the velocity already acquired, in an
innitely small time, according to its direction (see Chapter 8). The above deni-
tion is not equivalent to that contained in the letter to Varignon, because it explicitly
named a velocity rather than a displacement, which is in general the variation dv of a
given motion. This new point of view is due to the fact that now Bernoullis interest
is motion of bodies and not just their equilibrium. No reference or comment is made
to his earlier denition of the virtual velocity, as if he had never written anything
about it.
After Bernoulli, probably the most signicant contribution to the development of
VWLs was due to Vincenzo Riccati who introduced the principle of action in the
Dialogo di Vincenzo Riccati della compagnia di Ges of 1749 and the De principi
della meccanica of 1772. Vincenzo Angiulli moved in the wake of Riccati with
his Discorso sugli equilibri of 1770. Although the idea of the principle of action
was essentially Riccatis, the less original Angiulli was closer to the foundational
aspects of mechanics. Angiulli tried to prove his VWL not from other mechanical
principles but from indubitable metaphysical principles, including the equivalence
of cause and effect. He began with the Leibnizian concept of dead force, which is
presented as an innitesimal pulse, such as f ds (where f is the intensity of the pulse,
identied with the ordinary force, and ds the innitesimal displacement of the point
where the force is applied) continually renewed by gravity or some other cause and
continuously destroyed by constraints. In the absence of constraints, the pulses can
be accumulated and the action of the dead force is that of cumulative pulses; the
action of the dead force generates then the living force and therefore the motion.
With the introduction of innitesimals Angiulli could enunciate his principle of
actions, which he qualies as a theorem because it is demonstrated with his metaphysical considerations:
The equilibrium comes from the fact that the actions of the forces which must be equilibrated, if born, would be equal and opposite, and therefore the equality, and opposition of
the actions of the forces is the actual cause of equilibrium.
[]
The equilibrium is nothing but the impediment of the motions, that is of the effects of the
forces, to which it is not surprising if the prevention of the causes, i.e. of the actions themselves is reached [4].6 (A.1.4)
The principle of action implies the relation f ds = 0, where f ds are the elementary
actions emerging in the innitesimal displacements ds, compatible with constraints.
It is therefore a possible formulation of VWL. For Angiulli, the ontological status
of the constraints was that of hard bodies, i.e. idealised bodies that absorb all the
pulses and the living force. Constraints obey an economy criterion, acting only as
much as it is needed. In practice Angiulli made the assumption of smooth constraints
without being aware of the problematic nature of the fact. Note that the constraints
have only the effect of destroying the motions and do not exert any reactive force,
as this is a foreign concept to Leibnizs mechanics.
Half a century after the letter of Bernoulli to Varignon, Lagrange gave the VWL a
more efcient form. Ofcially, he referred to Bernoulli, but its role was actually very
different. When in 1764, for the rst time, Lagrange exposed Bernoullis principle
6
pp. 1617.
1 Introduction
of virtual velocities, he recast it by talking about the equilibrium of bodies and not of
forces and applied it considering all the motions compatible with constraints and not
only rigid motions. He did not conceive the law of virtual work as a theorem, derived
for example in the context of Newtonian mechanics; it was rather an alternative
principle. This position should be clear from the introductory part of the Mcanique
analytique, published more than twenty years later, where he presented the various
ways of addressing the problems of equilibrium of bodies: the lever, the rule of the
parallelogram and the principle of virtual velocities.
The rst edition of the Mcanique analytique [145] of Lagrange, with the prominence it gave to his VWL, was the genesis of a wide debate on its logic status and
was also the occasion for a critical analysis of the principles of statics. It was an
occasion that, in the history of classical mechanics, has an equivalent only in the
debate at the beginning of the XVIII century on the principles of dynamics, and of
which today one no longer understands the signicance. The list of scientists who
became interested in the problem should make us reect on the extent of the effort
that was made and the opportunity to learn a lot by following their teachings: Lazare
Carnot, Lagrange, Laplace, Poinsot, Fourier, Prony, Ampre and then also Cauchy,
Gauss, Poisson and Ostrogradsky. Lobachewsky too was involved, but the content
of his contribution has been lost. To have again such heated discussion of scientists
on the fundaments of mechanics it will be necessary await up to the introduction
of relativistic mechanics, one century later. To understand the reasons of the debate
one needs to reect that, though the logical status of dynamics was undoubtedly
controversial, there was generally agreement that one could give statics a shared
formulation. But Lagrangian VWL seemed to many to not meet the assumptions of
epistemology of the times. Although one could say but not everyone agreed even
on that the VWL was prior to all the laws of mechanics in the sense that these laws
could be derived from it, one could not admit it was evident; in particular it seemed
less simple and evident for example of the law of the lever. Lagrange also agreed
and, in the second edition of the Mcanique [148], wrote:
And in general I can say that all the general principles that can be discovered in the science
of equilibrium, will not be but the same as the principle of virtual velocities considered
differently, and from which it differs only in form. But this principle is not only itself very
simple and general, it has, in addition, the precious and unique advantage of being translated
into a general formula that includes all the problems that can be posed on the equilibrium of
bodies. [] As to the nature of the principle of virtual velocities, it is not so obvious that it
can be claimed as a primitive principle [emphasis added] [148].7 (A.1.5)
Young Lagrange was attracted by the precious and unique advantage of being translated into a general formula that includes all the problems that can be put on the equilibrium of the body and did not hesitate to take an instrumental position. There is
no doubt that he was essentially a mathematician and, in line with the times, strongly
attracted by the formal aspects of Calculus. Although this position is subject to criticism, credit must be given to Lagrange for an originality that allowed him to go
against the perhaps too rigid epistemology of the times. His attitude certainly con7
pp. 2223.
tributed to the development of the more liberal epistemology of the XX century, born
to a large extent with the advent of non-Euclidean geometry.
Lazare Carnot reached a VWL for colliding bodies according to his laws of impact in a mechanical theory, in principle, without forces. A fundamental concept
developed by Carnot which inuenced the subsequent debate, Poinsots included,
is that of geometric motion, that is motion considered in itself independently of any
force (see Chapter 11).
10
1 Introduction
11
Parallel to the discussion on the concept of virtual or real work, a new science, thermodynamics, was developing, where real work had a physical meaning in every
respect.
Sadi Carnot put the work that he indicated with the term engine power at the
centre of his Reexions sur la puissance du feu of 1824 [62]. Work moved from thermodynamics to mechanics with Rankine, Helmholtz and Duhem in the XIX century.
In Duhems mechanics, a VWL came from the principle of conservation of energy,
basically in its variational version. The connection of Duhems VWL to real work
or energy marked in some way a reconciliation with the principle of the impossibility of perpetual motion. Until then the two principles were kept strictly separate.
Lagrange in particular, in his writings, never referred to the perpetual motion.
The role of VWLs in contemporary classical mechanics is not well dened, it is
however not essential. In theoretical treatises on rational mechanics, which takes a
strong axiomatic point of view, VWLs are often not even mentioned, even though
the axioms upon which mechanics is erected, such as Lagrange or Hamilton equations, could be derived from them. In the applied mechanics of rigid bodies, VWLs
are present but not important. They are used to solve some particular problems, in
which for the presence of constraints it would be difcult to use other methods. But
when considering the mechanical theory as a whole, it is generally preferred to start
from the cardinal equations. The constraints are taken into account by introducing
auxiliary unknowns such as the reactive forces which are then removed in the solution of the single problems. There are no conceptual difculties in dealing with
constraints friction; it is enough to provide the appropriate constitutive relationships. In continuum mechanics the role of VWL is instead rather important. But
this does not depend on its ability to address the various conditions of constraints,
but rather on the mathematical expressions the virtual work law takes, that makes it
easier for approximate solutions in many cases, for example with the nite element
method.
9
p. 117.
12
1 Introduction
Century
Aristotle
Hero
Thabit
Jordanus
Galileo
Stevin
Dal Monte
Torricelli
Descartes
Wallis
Bernoulli
Riccati
Angiulli
Lagrange
Fossombroni
Carnot L
Fourier
Ampre
Poinsot
Piola
Servois
IV BC
I
X
XIII
XVI
XVI
XVI
XVII
XVII
XVII
XVIII
XVIII
XVIII
XVIII
XVIII
XVIII
XIX
XIX
XIX
XIX
XIX
Real mot.
d
d
d
v
d
d
d
d
d
d
d
d
d
Geom. mot.
Logic status
Real work
p
t
p
t
p
t
t
p
p
p
p
p
p
p
t
?
t
t
t
?
p
d
v
d
v
v
d
d
In the table above the main characteristics of the various VWL formulations are
reported. It is distinguished if the virtual motions are real or fully geometric, in the
sense that if they run as the time of the forces or not, if displacement (d) or velocity
(v) is concerned. The logic status is distinguished, i.e. the law is considered a principle (p) or a theorem (t) and if the virtual work is a physical magnitude (bullet) or
instead a pure mathematical expression.
13
2
Logic status of virtual work laws
I use the term law of virtual work to mean any rule of equilibrium that includes both
forces and possible displacements of their points of application. In this chapter I will
give a more restricted meaning by referring only to the most (modern) advanced formulations and I will consider their logical status, i.e. whether they are principles of an
autonomous mechanics or theorems of another mechanics. To demonstrate a law,
a proposition, means in the broadest sense, to bring it to laws assumed as known,
with a sense that varies with the epistemological frame of reference. Until the development of modern axiomatic theories and their application to physical science by
the neopositivists of the XX century, a principle was considered as acceptable if it
had an intuitive nature of evidence, possibly established a priori. Currently there is a
more liberal view and one does not require evidence of the principles, only that they
must have sufcient strength and do not lead to logical contradictions.
The problem of provability of a VWL clashes immediately with the fact that even
today there does not exist a reference theory of mechanics that is fully dened and
universally accepted. This is true even for systems of material points, although there
do exist some axiomatizations [382, 360, 390]. A major difculty encountered in various formulations of VWL and mechanics concerns the ontological status attributed
to constraints and reactive forces. Before the XVIII century, constraints had been
treated only as passive elements not able to act. Only after studying elasticity and
accepting models of matter based on particles considered as centres of forces, have
researchers begun to think of constraints as capable of administering active forces.
In dynamics, according to Lagrange, the rst scholars to assimilate constraint reaction to active forces were the Bernoullis, Clairaut and Euler, in the period 1736 to
1742. The use of these forces dispensed from taking account of the constraints and
allows one to make use of the laws of motion of free bodies [145].1 In statics, constraint reactions are less problematic; they can be considered as the forces necessary
to maintain the constraint. The rst to introduce them in calculations was probably
Varignon in his Nouvelle mcanique ou statique of 1725 [238].
1
p. 178179.
16
It was simply the difculty of incorporating the reactive forces in a consistent mechanical theory that led Johann Bernoulli to the formulation of an effective law of
virtual work, known after Lagrange as the principle of virtual velocities, which provides a criterion of equilibrium without intervention of these undesirable beings.
But his statement that "the sum of power each multiplied by the distance traveled
from the point where they are applied, in the direction of this power will always be
zero", always questioned its nature; in this regard the following comment by Fossombroni is of interest:
That common faculty of primitive intuition, so everyone is easily convinced by a simple
axiom of geometry, as for example, that the whole is greater than the part, certainly does
not need to agree on the aforementioned mechanical truth, which is much more complicated
than that one of the common axioms, as the genius of the great Men who have admitted the
axiom, exceeds the ordinary measure of human intelligence, and it is therefore necessary
for those who are not satised to obtain a proof resting on foreign theories [] or to rest on
the faith of chief men despising the usual reluctance to introduce the weight of authority in
Mathematics [109].2 (A.2.1)
pp. 1314.
17
works on basic aspects of VWLs, as there are no recent theoretical works on the
foundation of the mechanics of a material point, even if the argument is far from
exhausted. It seems further that there are only a few recent studies on the history
of VWL [197], and that it is treated marginally in the numerous monographs on
Lagrange, Laplace, etc.
In this chapter I will try to highlight the logical status of VWLs focusing mainly
on the reductionist approach that is more widespread. Just because there is no generally accepted formulation of classical mechanics I will not consider the situation
in its generality and assume only what is more consolidated, in particular I will assume a mechanics of material points and forces applied to them i.e. corpuscular
mechanics. The wording of the VWL will emerge in a natural way along the line
of least resistance, avoiding inessential complications. I will simplify the constraint
conditions, limiting myself to dealing with holonomic, bilateral and independentof-time constraints, that can be represented mathematically by an algebraic equation
only of the position variables, because I think they equally capture the essence of
the problem and an extension to more general constraints is possible involving only
technical complications. The reductionist approach to VWLs examined, assuming
an already given mechanics, presupposes the concept of force. However, it is possible to tackle the problem from a different point of view, in which it is not necessary
to posit the concept of force, giving as a primitive the concept of work. This view
will be discussed briey at the end of the chapter. According to this approach also,
the VWL will be stated as a principle or deduced from the most fundamental laws,
always related to the concept of work, which will now be virtual in a different way.
18
virtual displacement
MT
C
M
possible displacement
that have the same component in the line joining the two material points. The space
MT of vectors u tangent to M is called the tangent manifold of M and vectors u are
called virtual displacements. It is clear from the denition that the virtual displacements in general are not possible displacements, which are motions taking place on
M. The difference between possible and virtual displacements is shown in Fig. 2.1.
The virtual displacements coincide with the possible motion only for innitesimal
values. If it is considered that the virtual displacements occur in the direction tangent to the constraints and that the possible velocities are tangent to the constraints,
it is instead possible to identify the virtual displacements with possible velocities,
considering time as an arbitrary parameter.
There are essentially two ways to study the equilibrium of a constrained system.
In the rst way it is assumed that there are known external forces, named active
forces, and forces due to the constraints, named reactive forces or constraint reactions, the presence of which should be inferred indirectly from the empirical evidence that motions of the material points of a constrained systems are different from
those registered without constraints. The value of constraint reactions is not given,
depending on the geometry of constraints and the active forces. In the second mode
there are only active forces while the constraints are characterized exclusively by
their geometry; in this paragraph I will examine the rst situation.
On the system S of material points there are active forces fi , with a given law
of variation in time and space and reactive forces ri , associated to the constraints, a
priori unknowns. Collecting the active forces in the vector f and the reactive forces
in the vector r, assume the following principle of equilibrium:
P1 . A system of material points constrained to a manifold M starting with
zero velocity, is in equilibrium in a given conguration C if and only if the
following relation is satised at any time:
f + r = 0.
(2.1)
Notice that the sufcient part of the principle (i.e. if f + r = 0 then there is equilibrium) calls for this other principle:
P1 . If constraints can furnish reactive forces r such that f + r = 0 then they
actually furnish them.
19
MH
MT
f
H ( f )
C
T ( f )
M
(2.2)
Fig. 2.2 claries the meaning of (2.2) on a two-dimensional space. The space of
admissible congurations is dened by the curve M, the tangent space MT is the line
tangent to M in C the position occupied by the material point P the orthogonal
space is the line MH orthogonal in C to MT.
Dene now the virtual work of forces acting on S as the linear form on NT :
L(u) = ( f + r) u, where u is a vector of NT and dot denotes the inner, or scalar,
product. Then consider the two other linear forms La (u) = f u and Lr (u) = r u,
respectively called virtual work of active forces and reactive forces. Note that the
virtual work coincides with the classical denition of work but it refers to a virtual
displacement and not to a possible displacement. If the virtual displacements are
identied with velocities, then the virtual work has the mechanical signicance of
power. The following theorem of virtual work can easily be proved:
T1 . A system of material points on a manifold M is equilibrated if and only if
L f (u) + Lr (u) = 0 for any u in NT .
Indeed L f (u) + Lr (u) = ( f + r) u = 0 u N T f + r = 0, for the same denition
of scalar product.
To check the balance, with theorem T1 , it is necessary to specify the manner in
which the reactive forces vary on the manifold M. A traditional way to characterize
the reactive forces is to introduce the concept of smooth constraint, which can be
expressed as:
D1 *. A system of constraints associated to a manifold M and a system of material points S is smooth if and only if it is able to furnish reactive forces r such
that T (r) = 0.
20
That is in a system of smooth constraints the reactive forces belong to the space MH
orthogonal to the tangent space MT in C. This mean that if T ( f ) > 0, i.e. if there
is at least a force fi that has a non-zero component in the direction of the displacement
ui allowed by constraints, the equilibrium is not possible and the system moves,
however small is the force fi . This corresponds to the intuitive concept of smooth
constraints as constraints without friction.
The characterization of smooth constraint can also be given, equivalently, referring to the linear form Lr (u), reaching the denition:
D1 . A system of constraints associated to a manifold M and a system of material points S is smooth if and only if Lr (u) = 0 for any u in MT .
Or, alternatively, in a less formal way, using the denitions of virtual displacement
and work:
D1 . A system of constraints associated to a manifold M and a system of material points S is smooth if and only if the virtual work of reactive forces is zero
for any virtual displacement.
Usually the characterization of smooth constraints assumes only the condition that
r belongs to MH . But it is equally important to stress that constraints are able to
exercise all the forces belonging to MH regardless of their intensity. So if constraints
are smooth their reactions could be any values in a known direction, and it is possible
to apply the criteria of balance P1 or T1 , to state the two theorems:
T2 . If the constraints are smooth, a system of material points on the manifold
M is equilibrated if and only if T ( f ) = 0.
T2 . If the constraints are smooth, a system of material points on the manifold
M is equilibrated if and only if L f (u) = 0 for any u in MT .
Proof of T2 is simple and is implicitly contained in equations (2.2). Necessary part:
if a system of material points is in equilibrium for P1 it is f + r = 0, then equations (2.2) hold, and from the rst of them, because constraints are smooth and
T (r) = 0, it is T ( f ) = 0. Sufcient part: assume T ( f ) = 0, because for smooth
constraints T (r) = 0, the rst relation of (2.2) is satised. The second relation
H ( f ) + H (r) = H ( f ) + r = 0, is also satised because the constraints (smooth),
by denition, can provide all the reactions orthogonal to MT , and therefore also
r = H ( f ). It follows that f + r = 0, and then the system of material points is in
equilibrium. The demonstration of T2 immediately follows from T2 for the properties of scalar product.
It is worth noting that in the case of constraints that are not smooth, to check the
equilibrium may not be easy. As an example consider the material point of Fig. 2.3 in
which there is also a tangential component of the constraint reaction, due to friction.
If the point is in equilibrium it is certainly f = r, but for an arbitrary value of f
it is not said that there will be equilibrium because for example the friction is not
enough and the constraint is not able to provide r = f .
T2 is a theorem of virtual work as is T1 ; although commonly only T2 is called
theorem of virtual work. It would thus appear to have solved the problem of the logic
21
r
H ( r )
T ( r )
f
Fig. 2.3. Not smooth constraint
status of the law of virtual work, at least as formulated above: if properly formulated,
it is a theorem of statics. Unfortunately, such a conviction is no longer anything but
an illusion, disguised in the words with which the concept of smooth constraints
has been introduced. In fact, it is given only a denition but it does not provide
any decisions criterion and the denition leads to circularity: if the constraint is
smooth, reactive forces are orthogonal to virtual motion and if the reactive forces
are orthogonal to virtual motion then the constraint is smooth.
To justify the usefulness of the theorem of virtual work, and then the opportunity
of referring to T2 as a VWL, an operating criterion is necessary to determine in
advance whether a constraint is smooth or not, and this criterion cannot exist because
the constraints are usually dened analytically only by the variety M and are not
observable, i.e. they are not entities on which to have a priori reasoning. The only
way to use T2 (and T2 ) it seems is to assume the following principle:
P2 . All constraints are smooth.
Then from P2 , by applying modus ponens to T2 and T2 , two theorems are obtained:
T3 . A system of material points on the manifold M is equilibrated if and only
if T ( f ) = 0.
T3 . A system of material points on the manifold M is equilibrated if and only
if L f (u) = 0 for any u in MT .
Today theorem T3 is usually called principle of virtual work; for historical reasons
even here it is a theorem. It derives from a principle of the mechanics of material
points (P1 ) and a principle (P2 ) that seems external to it. Given the critical role of
P2 in the proof of T3 it itself is often called the principle of virtual work. In the
following I will not accept this use and with the term virtual work principle I always
refer to T3 .
T3 may be a theorem of the reference mechanics only if P2 holds good. It is
then clear that the problem of provability of the virtual work principle is closely
related to the problem of the characterization of constraints and, ultimately, of the
reference mechanics, so that it be complete. If in the reference mechanics there are
22
no assumptions about the constraints it does not make sense to think seriously about
the provability of the virtual work principle.
Is it possible to say anything more about the constraints within a reference particle mechanics in which solids are assumed to consist of material points which
act as centres of forces that underlie the cohesion? Rather than the locus of points
expressed by an algebraic equation a constraint can be associated, and it normally
is, with a body sufciently hard to be considered impenetrable. When a particle
approaches the body that acts as a constraint, forces awake the reactive forces
which are opposed to opening up the parts of that body. Knowing the laws of forces
as functions of distance of the centres, the laws of interaction between the body
and the particle could be determined, at least in principle. In practice this is not
possible and recourse to an approximate description is necessary with an empirical
character, in the broadest sense, which will provide the necessary characterization
of constraints.
In this way there would be no problem to determine whether a particular constraint system is smooth or not on the basis of its constitutive relationships and denitions D1 and D1 and the theorem of virtual work T2 then would make sense because
there is an operational criterion to be applied case by case to decide on the basis of
empirical observations if T2 can be applied or not. Note however that in mechanics,
in fact, one tends to apply the principle of virtual work T3 ; generally, the assumption
of smooth constraints is not object to scrutiny because it is not practically possible
to do so.
Assuming that the constraints are formed of bodies, in the past it was thought, and
sometimes it is still thought, to prove the principle P2 and the theorem T3 showing
rst a seemingly weaker assumption, namely that:
P3 . All the surfaces of the material bodies are smooth constraints for material
points.
It is clear that this principle expresses ideals; in practice constraints are never smooth
and there are horizontal forces, or friction. Ignoring this fact and accepting the ideal
nature of P3 , is it possible to accept it? It seems doubtful that criteria of symmetry and
sufcient reason in the sense that the reaction forces must be always orthogonal
because there is no reason that they are not can be applied in the particle model in
which the very concept of the surface of a body presents difculties.
But even by accepting P3 , P2 cannot be proved without any other assumption. In
fact, P3 does not say anything about the internal constraints between material points,
where the attribute smooth appears unintuitive. So, if the reference mechanics is
not changed, even assuming P3 , P2 is not certied and therefore the virtual work
principle is not a theorem.
Before concluding this section I would like to briey refer to the extension of
VWLs to dynamics, extension that was made for the rst time by Lagrange in 1763
(see Chapter 10) [142]. Though VWLs can be extended quite easily to dynamics,
of course they will no longer provide a criterion for equilibrium, but a criterion of
balance that leads to the equations of motion. Including among forces also the forces
of inertia equal to ma, the theorem takes the form T4 :
23
24
by the annulment of the forces acting on individual material points. If the system is
in equilibrium, then the balance of forces f + r = 0 subsists. Multiplying both sides
by the virtual motion du, it is:
L = ( f + r) du = 0.
(2.3)
Fi dri > 0,
(1)
since the sum is made up entirely of non-negative terms and at least one of them, by assumption, is not null.
(a)
But Fi = Fi + Ri , for which we rewrite (1) as:
(a)
(Fi
+ Ri ) dri > 0.
(2)
At this point one makes the assumption of smooth constraints and the absurd is obtained
(a)
Fi dri > 0 [L f > 0], because against the hypothesis [283].3 (A.2.2)
The demonstration is taking place assuming that true motions exist, then considering
these as virtual motions and assuming that the constraints are smooth. Rather than
to show that L f = 0 for all virtual displacement is equivalent to f + r = 0, and then
an existing equilibrium criterion is fullled, it is shown that to admit the motion
is in contradiction with L f = 0 for all virtual displacements, using an argument of
dynamic type.
The asymmetry between the demonstration of the necessary and sufcient condition is not convincing for me. Besides, the use of virtual displacements taking place
in real time does not permit the direct extension of the proof to the case of timedependent constraints and the case of an impulsive force. This form of proof of the
sufcient part of the virtual work principle was probably introduced for the rst time
by Poisson in his Trait de mcanique of 1833 [200]. The central point of the proof
lies in taking the dynamic assumption that the resultant forces Fi and displacements
dri , which are generated by the absurd, necessarily have the same sense, and this
assumption is not at all obvious, as will be explained further in Chapter 16.
2.1.1.2 Statics handbooks
Generally theorem T1 or at most the necessary part of T2 , is proved, which is sufcient for applications. Instead of a system of particles, reference is made to a system
3
pp. 331348.
25
of rigid bodies connected to each other and with the outside by a system of rigid
hinged rods, thus tacitly admitting that any kind of constraint can be reproduced by
an appropriate system of rods. Normally the following additional assumptions are
made:
1) constraints (connecting rods) exert forces Rh (reactive forces) that have the same
ontological status of the active forces Fk ;
2) the direction of the reactive forces Rh is that of the rods;
3) for each rigid body the equilibrium is dened by the satisfaction of the cardinal
equations of statics between Rh and Fk ;
4) an innitesimal displacement eld is assumed, i.e. virtual displacements are coincident with virtual velocities (unless an inessential constant);
5) all forces and displacements are independent of time.
Assumption 2 is a principle analogous to P2 because the rod imposes the point in
touch with a body to move on a sphere and then the reactive force, being collinear
to the rod, is orthogonal to the surface.
The proof below differs a little from those normally presented in statics handbooks [285], because it avoids any recourse to matrix calculus which, making the
proof automatic, the proof hides the nature of assumptions, implicit and explicit.
As rst, at least in many handbooks, it is shown that the work of a system of forces
applied to a rigid body can be estimated from the resultants F and static moment
MO about a point O xed of forces, in the form:
L = FuO + MO ,
(2.4)
where uO is the virtual displacement of a reference point O and the rigid body
rotation, according to Fig. 2.4.
Having proved (2.4), indicating respectively with F a and MOa the resultant of
forces and moments of active forces and with F r and MOr the corresponding quantities of reactive forces, it is easily shown that there is equilibrium for the body if and
only if the relation holds true:
L = (F a + F r )uO + (MOa + MOr ) = 0,
(2.5)
MO
uO
xx
26
(2.6)
and then L = 0;
b) the condition L = 0 is sufcient for the equilibrium. Indeed if L = 0 for any values
of uO , , from (2.5) it is easy to see that the cardinal equation of statics (2.6) are
satised.
In the case of smooth constraints and inextensible rods, the virtual work of the
reactive forces is zero and from (2.5) and (2.6), veried at equilibrium, one can derive
the necessary part of the theorem T2 :
L = F a uO + MOa = 0.
(2.7)
Usually nothing is said on the demonstration of the sufcient part of the theorem T2 ,
which is a bit more complicated.
2.1.1.3 Poinsots proof
The examination of Poinsots proof, which will be discussed in more detail in Chapter 14, has presently a considerable interest because it inuenced much of the demonstrations of statics handbooks and is considered as the best one ever given. The reasons for this success are essentially two: (a) Poinsot considers a reference mechanics
where the equilibrium is determined by the balance of forces which can be expressed
by simple analytical relations equations of equilibrium of a particle and (b), primarily, he uses virtual velocities, obtained considering a non-physical time, instead
of virtual innitesimal displacements.
Poinsot takes for granted the assumption P3 , or more precisely its modied version, that does not require the concept of constraint reaction, whereby a particle is
in equilibrium on a surface if and only if the applied force is perpendicular to it. In
the words of Poinsot:
Indeed, it is shown that if a point has no freedom in space other than to move on a xed
surface or line, there may not be equilibrium unless the resultant of forces which press it is
perpendicular to the surface or the curved line [197].4 (A.2.3)
In fact he does not prove what he says and does not even have the opportunity to
do so because his constraints have the ontological status of relations between the
positions of points and are not bodies. Poinsot is not the only one to think it logically
necessary that a constraint cannot resist tangential forces. Laplace is also convinced
of this:
4
p. 467.
27
The force of pressure of a point on a surface perpendicular to it, could be divided into two,
one perpendicular to the surface, which would be destroyed by it, the other parallel to the
surface and under which the point would have no action on this surface, which is against the
supposition [156].5 (A.2.4)
The reasoning is not conclusive, in fact it reduces to the trivial tautology that the
constraint is not acting in a tangential direction because it does not act in the tangent
direction. Lagrange also expressed similar ideas:
Now if one ignores the force P, and assuming that the body is forced to move on this surface,
it is clear that the action or rather the resistance that the surface opposes to the body cannot
act but in a direction perpendicular to the surface [149]. 6 (A.2.5)
But he seems to realize the problematic nature of the concept of smooth constraint
because, often, in his writings he associates the constraints, expressed by mathematical relations, to constraints made of inextensible wires deprived of bending stiffness.
In this case the orthogonality of the reaction to the surface for example the spherical surface described by a material point with a wire connected to a xed point
is more convincing, even if this evidence has in fact an empirical rather than logic
basis, making reference to our everyday experiences.
In addition to P3 , Poinsot considers other principles. The rst principle is that of
solidication, for which if one adds constraints both internal and external to a
system of bodies in equilibrium, the equilibrium is not altered. The second principle,
presented by Poinsot as the fundamental property of the equilibrium, states that necessary condition for the equilibrium of an isolated system of particles is that all the
forces applied at various points can be reduced to any number of pairs of equal and
opposite forces. The third principle is required by the second, even if not explicitly,
and concerns the possibility to decompose a force into other forces using the rule
of the parallelogram. A fourth principle concerns the mechanical superposition for
constraints, for which if on a system of points there act more constraints, they are
able to absorb the sum of the forces that each constraint is able to absorb separately.
Based on these principles, he quite convincingly proves the principle P2 , with reference to the denition D1 ; more precisely he proves that if L = 0, M = 0, etc. are
the relations among the coordinates x, y, z, x , y , z , etc., which dene constraints, the
reactive forces are orthogonal to the resulting constraints. The demonstration of the
virtual work principle follows the same reasoning of the rst part of 2.1 and in my
opinion is free from any criticism.
vol. 1, p. 9.
vol. 9, p. 378.
28
were axioms, principles and theorems otherwise proved. Today this distinction no
longer holds and there is the tendency to group all the principles under the term axioms. Compared to the views of the XIX century, essentially Aristotelian, now the
premises, i.e. the explicans of the theories, are neither required to be certain nor the
premises of the conclusions, i.e. the explicandum, to be better known. The rst requirement is ignored because it would exclude almost all scientic laws, for which
instead of a certain knowledge plausible conjectures are considered. The second requirement is usually ignored, and there are theories such as atomic and quantum,
for example that explain relatively well-known phenomena with beings of indecipherable nature. Moreover, the boundary between what seems known and what
does not, is largely the result of metaphysical and epistemological conceptions of
the times and does not reside only in the object. With the use, things that were not
known or obvious, become of public domain, an example of this are the concepts of
force, atom, energy that sparked diffuse controversy when they were introduced.
According to the modern epistemology therefore the principle of virtual work
may also be accepted as a principle of mechanics if it proves to have sufcient logic
strength to describe all the mechanics of course combined with other axioms and
to produce results in agreement with the experimental evidence. In the following I
will try to analyze in more detail the consequences of taking a VWL as a principle
without any reference to another mechanical theory.
There can be considered essentially three formulations, which gradually move
away from what was presented as a theorem in the previous pages. It is posssible:
a) to assume forces as the primitive quantities and virtual displacements that take
place in a virtual time;
b) to assume forces as the primitive quantities and virtual displacements that take
place in the real time (in the same time with which the forces vary);
c) to assume work as the primitive quantity that takes place in real time.
In the following I will refer only to cases a) and c), being easy to extrapolate to
case b) the considerations valid for the rst two. With the usual ambiguity, which
that should not bother us, the virtual displacements are treated as virtual velocities
and virtual work as virtual power.
29
PP1 . A system of particles constrained to move on a manifold M is in equilibrium if and only if the virtual work of the active forces is zero for any virtual
displacement.
Note however that now, because there is no reference mechanics and a priori criterion of equilibrium, equilibrium is not intended as a balance of forces, but simply as
rest. The principle can also be seen with Poincar, as a methodological principle, a
stipulation. If the applications to an empirical case do not work, it is always possible
to say: it is because there are hidden forces, for example frictions.
One might ask whether a mechanical theory based on PP1 is acceptable as follows: does it provide satisfactory results from an empirical point of view? Has it
something different from Newtonian mechanics? The rst thing that catches the eye
is the extraordinary simplicity of the principle in the case of constrained systems.
The idea of constraint reaction that creates difculties should not be formulated. All
breaks down in the examination of only the active forces. All the rules of simple
machines and the rule of the parallelogram, which can be used for alternative formulations of mechanics, become simple theorems.
The necessary part of the principle is falsied by every experience, however.
That is, if a system is in equilibrium under a system of active forces f , it is not
true that the virtual work is zero for every possible virtual displacement; it could
be both positive and negative. An example of this is obtained by considering the
equilibrium of a heavy object on an inclined plane. It is found empirically that, for
a very rough surface there is equilibrium for a material point even when the plane
is tilted several degrees, but the weight force can make a positive virtual work for
downward virtual displacements and a negative virtual work for upward virtual
displacements. The sufcient part of the virtual work principle PP1 , i.e. if the virtual
work is zero for each value of virtual velocities, then the system of particles is in
equilibrium, seems instead to be always empirically veried. This is somehow a
consequence of the principle P1 , in the sense that if the reactive forces r associated
with smooth constraints are sufcient to maintain in equilibrium a system of points
(L = 0), then the actual non-smooth constraints furnish effectively the reaction r and
the system is in equilibrium.
To treat the case with friction it is necessary to reformulate the virtual work principle by involving the forces of friction, that is the forces in the direction of the
virtual displacement:
PP2 . A system of particles constrained to move on a manifold M is in equilibrium if and only if the virtual work of the active and reactive forces is zero for
any virtual displacement.
2.2.1.2 Motion case
The question of applicability of the virtual work principle to motion arose also when
it was considered as a theorem of a mechanics of reference, but in that case, just
because there is a mechanics of reference, one could think that motion would be otherwise faced within this mechanics. Adopting the virtual work principle as a proper
principle one should instead investigate whether it is possible to study the motion of
30
bodies and how. To use the virtual work principle in the case of motion it is necessary to operate in a mechanics where it is at least possible to dene the mass and also
to talk about inertial reference frames; in fact it seems necessary to assume most of
the concepts of Newtonian mechanics. Supposing that these difculties have been
overcome, a possible statement of the virtual work principle could be the following:
PP3 . The virtual work of the active and inertia forces for a system of material
points constrained on a manifold M is always zero in any inertial reference
system.
(Here the term inertia forces must be considered merely a nominal denition of
ma.) Statement PP3 may seem asymmetrical with that represented by PP1 . In fact
it can be divided into two parts, one necessary and the other sufcient. To calculate
the virtual work in a factual situation, with a and f real, one gets L = 0; vice versa
if one requires L = 0 for any virtual displacements, one obtains the real value of a.
The falsication of the virtual work principle in the presence of constraints that
are not smooth was not taken very seriously by scientists from the XVI to the XIX
century. The problem of the correspondence of scientic theories to physical reality is probably as old as science, but it was put into evidence by Galileo Galilei.
Guidobaldo dal Montes polemic on the law of isochronism of the pendulum proposed by Galileo is well known. Dal Monte, along with his contemporaries, argued
that the law of isochronism was not veried in practice; Galilei argued instead that
the ideal pendulum would obey the law. Then Dal Monte replied that physics must
relate to the real world and not an imaginary ideal world, a paper world [86].7 Today the position of Galileo is generally accepted, but it is also clear that it is not
possible to abstract from accidents the essence of phenomena, mainly because one
cannot always tell in advance which attributes are accidental and which ones are substantial. If in many situations, the friction is presented as an accident, which masks
the substantial reality of the problem, in other situations this is no longer true. And
the justication that the cases in which the presence of friction are important only to
technology and not to science is senseless.
Without entering the merits of theories for the study of the motion of constrained
body systems, think of how strange would appear a world in which the virtual work
principle holds true strictly; in this world without friction, life itself would be impossible. And though in some calculations friction can be neglected, in describing
the substance of the world it must be considered. A theory that does not have the
conceptual tools to address important issues must be considered unsatisfactory and
its basic principles as incomplete. Then a mechanics with a rigid axiomatic structure
with PP1 incorporated, cannot be the mechanics. The only solution to solve the
aporia that appears PP1 should be taken as an axiom but it cannot be taken as an
axiom is to adopt a liberal epistemology, not rigidly axiomatic, which may allow
acceptance of PP1 in some cases and non-PP1 in others, without being able to decide
which option to choose. The choice whether to apply PP1 or non-PP1 is so delegated
to moral considerations, in charge of the i, though not explicitly verbally.
7
Preface.
31
32
Here, as for PP1 , there is no reference to an a priori equilibrium criterion, and equilibrium is simply rest. In this formulation of the virtual work principle, the possibility
of also considering the virtual work done by the reactive forces, i.e. the frictions, is
not ruled out, even though in practical application it has to rely on the assumption
of smooth constraints. The same difculties in studying the problem of constrained
bodies in the context of Newtonian mechanics are found but with an important difference: the virtual work is a primitive magnitude and therefore it seems more natural
to characterize smooth and non-smooth constraints:
PP5 . The virtual work made by the reaction forces cannot be positive.
This characterization is implicit in the commonly accepted principle of the impossibility of perpetual motion.
Consider, for example, a heavy material point that is bilaterally constrained to
move on a rough plane, slightly sloped, and which is in equilibrium. The work Lr
made by the reactive forces (frictions) is always negative, the work La of the weight
can be both positive and negative. For a virtual downward motion it is Lr < 0 and
La > 0, so it is possible to have L = Lr + La = 0; for a virtual upward motion it is
Lr < 0 and La < 0 so that L = La + Lr < 0.
2.2.2.2 Motion case
It is not entirely clear how to generalize principle PP4 to dynamics. In [328] it is suggested to consider the forces of inertia as ordinary forces. This suggestion, however,
is controversial because, if work is the primitive concept, the concept of force, albeit
of inertia, should be eliminated. Probably the only satisfactory way, from a logical and epistemological point of view, is to dene kinetic energy and to add kinetic
power (the time derivative of kinetic energy) to static power. This is what Duhem
did, as in discussed in Chapter 18, somehow solving also the difculty of introducing the concept of mass. With this addition it is possible to enunciate the following
principle (only valid for smooth constraints):
PP6 . In each moment and for any system of material points the virtual work,
measured as the sum of that of all the efforts applied to the system and the
kinetic power, is zero whatever is the considered virtual displacement.
3
Greek origins
Abstract. This chapter explains the meaning of the partition of Greek mechanics
into Aristotelian and Archimedean. In the rst part the Aristotelian mechanics is
considered that identies as a principle the following VWL based on virtual velocity:
The effectiveness of a weight on a scale or a lever is the greater the greater its virtual
velocity. In the central part the Archimedean mechanics is considered where there is
no reference to any VWL. In the nal part devoted to the late Hellenistic mechanics,
the VWL of Hero of Alexandria is considered for which the possibility of raising a
weight is determined by the ratio of its virtual displacement and that of the power.
The law is presented not as a principle but as a simple corollary of equilibrium.
In ancient Greece, mechanics was the science that dealt primarily with the study of
equipment or machines (in Greek mhqan), to transport and lifting weights, also as
a response to other technological problems of the times. The search for equilibrium
was not of practical interest excluding the case of weighing by means of a balance
and mechanics, at least at the beginning, did not take care of it. From this point of
view mechanics was very different from modern statics which is instead seen as the
science of equilibrium.
Pappus wrote that the mechanician Heron and his followers distinguished between the rational part of mechanics (involving knowledge of geometry, arithmetic,
astronomy, and physics) and its manual part (involving mastery of crafts such as
bronze-working, building, carpentry, and painting) [181].1 In the following, mechanics is only used in the sense of rational mechanics with Pappus meaning; as
such its status was neither well-dened for its social appreciation nor for its epistemology.
Regarding the social appreciation there were contrasting valuations. Mechanics
concerned problems of everyday life, connected to manual work and as such considered negligible by the intellectual aristocracy. But its applications gave rise to
wide interest. To cite the famous attribution to Archytas of Tarentum of a dove
which ew according to the rules of mechanics. Obviously it was kept suspended
1
p. 447.
34
3 Greek origins
by weights and lled with compressed air [201].2 Aristotle appreciated the activity of mechanicians, as is clear from the prologue to his Mechanica problemata. To
the contrary Plutarch (46127 AD) in his Vitae parallelae, wrote that Archimedes
felt ashamed for his interest in mechanics and wanted to be remembered only for
his mathematical works. Even though Plutarch attributes his own conception to
Archimedes, his opinion indicates the low consideration mechanics held in some
circles [192].3
As far as the epistemological status is concerned, mechanics was considered by
Aristotle as a mixed science:
These are not altogether identical with physical problems, nor are they entirely separate from
them, but they have a share in both mathematical and physical speculations, for the method
is demonstrated by mathematics, but the practical applications belong to physics [12]. 4
This classication was used through all the Middle Ages. Archimedes probably did
not share this opinion and considered mechanics as a branch of pure mathematics.
The mechanics of Greek, as has happened in many areas of Western knowledge,
is the basis of modern conceptions. Available sources are not numerous, but they
are important. The earliest references are to the pythagorean Archytas of Tarentum (c 428350 BC). For sufciently precise written documentation, however, reference to Aristotle (384322 BC), Euclid ( 365300 BC), Archimedes (287312
BC), Hero (I century AD) and Pappus of Alexandria ( 320 AD) is needed.
In the following I rst present the ideas of Aristotle, who is usually credited
for a mechanics based on a law of virtual work. Then I introduce the principles of
Archimedess mechanics, alternative to the Aristotelian and where there is no use
of any virtual work laws. Finally, a hint of the mature Hellenistic mechanics, that
although inuenced more by Archimedes is also inuenced by Aristotle.
vol. I, p. 483.
Marcellus.
p. 331.
35
The Aristotelian law on motion according to nature is assumed by most scholars with
the mathematical relation v = p/r, where v is the velocity, p the weight and r the
resistance of the medium. There are however some objections to this view [287],8
[349].9 Perhaps the main objection is that of regarding velocity as a denite kinematic quantity, summarizing space and time with their ratio, which to a modern is
just velocity. This assumption is clearly anachronistic. Not only because in Greek
mathematics there was no sense in the ratio between two heterogeneous quantities,
like space and time, but also because there was no use for the quantication of velocity, which was, in fact introduced only as an intuitive concept, something that
allowed one to say something is greater or lesser [14]10 [287].11
To the community of mechanics scholars, the rst known writings on the quantication of velocity, which were presented within the mathematics of proportions,
and on the systematic use of this quantication is commonly considered that by Gerardus de Brussel, in the rst half of 1200, moreover expressed in a form not completely explicit as petitiones of his famous book Liber de motu, where it is said
the velocity (motus) is measured by the space traversed in a given time [127]. After
Gerardus de Brussel many medieval and all Renaissance scholars read Aristotle as
most modern scholars do. It must however be said that Aristotle in some places con5
IV, 8, 215a.
IV, 8, 215b.
7 I, 6, 274a.
8 Chapter 7.
9 Chapter 9.
10 VI, 2; VII, 4.
11 Chapter 3.
6
36
3 Greek origins
where it is said quite clearly that velocity can be measured with space covered in a
given time. But Aristotle does not develop this reasoning and any time he refers to
mathematical laws he speaks about space and time separately and not about velocity.
The second Aristotelian thesis on motion, clearly stated in the Physica, concerns
the motion against nature of a heavy body: it occurs along a straight line and the
space covered, in a given time, is directly proportional to the force applied to the
body and inversely proportional to its weight:
Then, A the movent have moved B a distance in a time , then in the same time the same
force A will move 1/2B twice the distance , and in 1/2 it will move 1/2B the whole
distance for : thus the rules of proportion will be observed. Again if a given force move
a given weight a certain distance in a certain time and half the distance in half the time,
half the motive power will move half the weight the same distance in the same time. Let
E represents half the motive power A and Z half the weight B: then the ratio between the
motive power and the weight in the one case is similar and proportionate to the ratio in the
other, so that each force will cause the same distance to be traversed in the same time [14].13
The difculty for the modern reader in the interpretation of Aristotles writing lies
mainly in giving sense to force. Aristotle, at the beginning of book VII of the Physica explains which are precisely the kinds of forces to consider, but this is not enough
to achieve a complete understanding:
The motion of things that are moved by something else must proceed in one of four ways: for
there are four kinds of locomotion caused by something other than that which is in motion,
viz. pulling, pushing, carrying, and twirling [14].14
[]
Thus pushing on is a form of pushing in which that which is causing motion away from
itself follows up that which it pushes and continues to push it; pushing off occurs when the
movent does not follow up the thing that it has moved: throwing when the movent causes a
motion away from itself more violent than the natural locomotion of the thing moved, which
continues its course so long as it is controlled by the motion imparted to it [14].15
Most scholars maintain that force had the same meaning as it has today, though not
in the Newtonian sense of cause of motion variation, but in the less demanding sense
of muscular activity [287, 171, 305]. Expressed in modern terms, and synthesizing
space and time into velocity, this position assumes the direct proportionality between
12
13
14
15
VI, 2, 233b.
VII, 5, 249b.
VII, 5, 243a.
VII, 5, 243b.
37
force ( f ), velocity (v) and weight (p); with a formula f = pv. Other scholars consider
the modern concept of work as being the closest to force [370, 295, 136]. This
interpretation is strongly advised in the case of a thrown object, where it is difcult to
see a force in the preceding sense. Even the fact that a force must act together against
a resistance seems to conrm this position. Finally, there are those who think that to
interpret Aristotles writings it is enough to make references to the common sense
of an uneducated person. Some scholars indeed think that the learning process of
a person resumes the historical process (the ontogenesis resumes the phylogenesis)
and the scientic conceptions of classical Greece could be understood by assuming
the identity of a youth who has not yet studied Newtonian mechanics [373, 359, 369].
This last position has the merit of averaging the two preceding, because sometimes
it is more straightforward to translate force with force, sometimes with work, and
sometimes more with static moment.
Before taking a position it must be said that the precise differentiation between
force and work will occur only in the XVIII century, and as late as the XIX century
force will ambiguously be used to mean both force and work [129]. Moreover, it
must be noticed that the various interpretations cannot be decided upon empirically.
The experimental context needed to verify the Aristotelian laws of motion is different from that foreseen by the modern paradigm, the Newtonian for example. With
Newton one has to observe the motion of a material point in a void space under a
force with assigned direction and intensity. With Aristotle one has to study the motion of an extended body, which moves against resistances of the external medium
which tends to oppose the applied force and maintains the body in a status of constant
velocity. For Aristotle it is implicit that a resistance opposes a force, otherwise there
would be no motion, or an innity velocity motion would occur, which is impossible.
The causes of resistance to a bodys motion are not made explicit by Aristotle; in
a passage of De caelo, he attributes them to weight:
Again, a body which is in motion but has neither weight nor lightness, must be moved by
constraint, and must continue its constrained movement innitely. For there will be a force
which moves it, and the smaller and lighter a body is the further will a given force move
it. Now let A, the weightless body, be moved the distance CE, and B, which has weight, be
moved in the same time the distance CD. Dividing the heavy body in the proportion CE : CD,
we subtract from the heavy body a part which will in the same time move the distance CE,
since the whole moved CD: for the relative speeds of the two bodies will be in inverse ratio
to their respective sizes. Thus the weightless body will move the same distance as the heavy
in the same time. But this is impossible. Hence, since the motion of the weightless body will
cover a greater distance than any that is suggested, it will continue innitely [13].16
In other passages resistances are attributed even to the medium [14]17 and one would
not be mistaken by assuming friction too as a resistance.
When results furnished by Aristotelian laws of motion are compared with those
of modern mechanics (Newtonian or Lagrangian), one sees that the Aristotelian laws
are true whatever the interpretation of force, when the parameter time is not considered. They are in general false when this parameter is considered. For example,
16
17
III, 2, 301b.
IV, 8, 215b.
38
3 Greek origins
by interpreting force as force one gets agreement only for equal intervals of time;
by interpreting force as work one gets agreement only if the parameter time is
excluded completely.
In what follows, for both motions, according to nature and against nature (natural
and violent motions), I will refrain as much as possible from adopting a preconceived
position on the ontological status of the various mechanical concepts, because often
there is no need to do this and different interpretations do not necessarily conict.
When I have to choose I will opt for the (pre-Newtonian) common sense.
3.1.1.2 Mechanica problemata
In the Mechanica problemata (known also as Mechanical problems, Mechanica)
there is no explicit afrmation of the general theoretical principles contained in the
Physica and De caelo, in particular no reference to the laws of natural and violent
motion. Also for this reason and for its practical contents, the attribution of this treatise to Aristotle is still debated.18 In the following I will not enter into the merit of
this attribution and, for the sake of simplicity, I will talk about Mechanica problemata as an Aristotelian work, instead of, as frequently seen, a pseudo-Aristotelian
one.
The writing is largely dedicated to the solution of problems, some mechanical in
nature; they are referred to in Table 3.1 [296].19 The object of the mechanical problems is mainly the study of the shifting of heavy bodies. Nowhere in the text do the
concept and the word equilibrium (isorropein) occur. The functioning of machines
or devices, among them the wedge, pulley and winch, is reconnected to the lever.
The validation of the law of the lever is suggested and may be the rst in the history
of mechanics. In the following I will comment on this validation.
At the beginning Aristotle refers all the mechanical effects to the properties of
the circle:
Remarkable things occur in accordance with nature, the cause of which is unknown, and
others occur contrary to nature, which are produced by skill for the benet of mankind.
Among the problems included in this class are included those concerned with the lever. For
it is strange that a great weight can be moved by a small force, and that, too, when a greater
weight is involved. For the very same weight, which a man cannot move without a lever,
he quickly moves by applying the weight of the lever. Now the original cause of all such
phenomena is the the circle; and this is natural, for it is in no way strange that something
remarkable should result from something more remarkable, and the most remarkable fact is
the combination of opposites with each other [12].20
The cause of the farthest points of a circle moving more easily than the closest under
a given force is identied by Aristotle in the fact that in circular motion the compo18 During the Middle Ages and Renaissance the attribution of the Mechanica problemata to Aristotle was substantially undisputed. For the attributions in more recent periods see [15]. It is worth
noticing that Fritz Kraft considers the Mechanica problemata to be an early work by Aristotle,
when he had not yet fully developed his physical concepts [348, 378]. A recent paper by Winter
considers Archytas of Tarentum as the author of Mechanica problemata [398].
19 pp. 136137.
20 pp. 331333.
39
nent against nature of the farthest points is proportionally less than that according
to nature. Indeed the farthest points describe a larger circle and the motion in this
circle is closest to the linear one, which is considered to be natural (for the meaning
of this term in the Mechanica problemata see below).
Let AB be a circle, and from the point B above the centre let a line be drawn to ; it is
joined to the point if it travelled with velocities in the ratio of B to it would move
along the diagonal B. But, as it is, seeing that it is in no such proportion it travels along the
arc BE. Now if of two objects moving under the inuence of the same force one suffers
40
3 Greek origins
more interference, and the other less; it is reasonable to suppose that the one suffering the
greater interference should move more slowly than that suffering less, which seems to take
place in the case of the greater and the less of those radii which describe circles from the
centre. For because the extremity of the less is nearer the xed point than the extremity of
the greater, being attracted towards the centre in the opposite direction, the extremity of the
lesser radius moves more slowly. This happens with any radius which describes a circle; it
moves along a curve naturally in the direction of the tangent, but is attracted to the centre
contrary to nature. The lesser radius always moves in its unnatural direction for because it
is nearer the centre which attracts it, it is the more inuenced. That the lesser radius moves
more than the greater in the unnatural direction in the case of radii describing the circles
from a xed centre is obvious from the following considerations [12]21 .
Shortly after Aristotle proves his assertion by simple geometric considerations that
refer to Fig. 3.1.
In reality it must be said that Aristotles arguments make difcult reading. For
instance the interpretation of the locution according to nature presents some problems. For Bottecchia [15]22 the motion according to nature is what happens along
the circumference, while the motions along the tangent and the radius would be both
against nature. But this makes the text unintelligible. The most common interpretation, which avoids this problem, assumes the motion according to nature along the
tangent and the motion against nature towards the centre of the circle. Moreover to
follow the Aristotelian classication of natural motion, Duhem suggests considering
the natural downward motion from the horizontal radius, as shown in Fig. 3.2.23 For
more considerations about natural and violent motions see the work by Christiane
Vilain [394].
In the Aristotelian text there are also some other ambiguities, as for example the
role played by the force, for which there is no precise indication on the direction of
application and nature (muscular force or weight). For this purpose it is interesting to
note the comment by Giuseppe Vailati, for whom any translation of the Aristotelian
text is problematic because of the ambiguities of the Greek language:
B
A
Fig. 3.1. Motion against nature in the circle
21
22
23
pp. 341343.
p. 67.
Rotated ninety degrees clockwise, [15] p. 67.
41
Z X K Y B
Fig. 3.2. Motion of points at different distances from the centre in the circle
For this reason I prefer not to comment on the wording of Aristotle because mine
would be only one of the possible interpretations. In any case, perhaps, more interesting of the real intentions of Aristotle are the possible interpretations of a reader
of the Mechanica problemata subsequent to Aristotle. I will return to this point in
the following paragraphs and in the chapter on Medieval mechanics. Here I merely
state the interpretation of Aristotles proof shared by most commentators. For them
Aristotle proves two things:
a) for a given amount of natural (vertical) motion, the motion against nature is
greater for points closer to the centre of the circle (XZ against BP);
b) for a given time, with the most distant points that describe longer arcs, the motion according to nature is greater for points further away from the centre (HK
against Z).
This is considered enough to attribute to Aristotle the idea that a force applied
(tangentially-vertically) to the points of the circle farthest from the centre has a
greater effect because these points move faster then the closest, or, which is the
same, that the effect of a force depends on the velocity of its point of application
in a possible motion. But this is a law of virtual work, according to the meaning
assumed in the book. It is however a qualitative law and as such useless to obtain
mathematical expressions for equilibrium or motion.
Aristotle transformed this qualitative law into a quantitative one in the attempt to
solve the problem related to the law of the lever: Why is it that small forces can
move great weights by means of a lever?.
24
p. 10.
42
3 Greek origins
Table 3.2. Two versions of the lever law (problem 3) proof in Mechanica problemata
A. Quoniam autem ab aequali pondere celerius movetur maior earum, quae a centro sunt; duo vero
pondera quod movet et quod movetur. Quod igitur motum pondus ad movens, longitudo patitur ad
longitudinem; semper autem quanto ab hypomoclio distabit magis, tanto facilius movebit. Causa
autem est, quae retro commemorata est: quoniam quae plus a centro distat, maiorem describit circulum. Quare ab eadem potentia plus separabitur movens illud, quod plus ab hypomoclio distabit
[162].25
B. But since under the impulse of the same weight the greater radius from the centre moves the
more rapidly, and there are three elements in the lever, the fulcrum, that is the cord or centre, and
the two weights, the one which causes the movement, and the one that is moved; now the ratio of the
weight moved to the weight moving is the inverse ratio of the distances from the centre [emphasis
added]. Now the greater the distance from the fulcrum, the more easily it will move. The reason
has been given before that the point further from the centre describes the greater circle, so that by
the use of the same force, when the motive force is farther from the lever [sic! correct: fulcrum], it
will cause a greater movement.
The main part of the solution Aristotle suggested for this problem is reported in
Table 3.2 in two different translations: the rst translation from Greek into Latin (A);
a modern translation into English (B): A noteworthy aspect clearly stated in the Aristotelian text and there are three elements in the lever, the fulcrum, that is the cord
or centre, and the two weights, the one which causes the movement, and the one
that is moved is the assimilation of weight to a motive power, at least as far as
the effects are concerned. And this is independent of the fact that the tendency of a
heavy body to direct itself towards the centre of the world is associated with a force,
interior or exterior, or it simply depends on the nature of the body. It is true that in
theoretical treatises like the Physica and De caelo, Aristotle is reluctant to consider
a weight as a motive power, but many of Aristotles successors, Latin and Arabic,
perceived weight as a special kind of force. And it is certain that although weight
was not put completely on the same footing as force, it was often treated as such
[321, 186, 246, 343].
In the proof of the law of the lever, according to which the ratio of the weight
moved to the weight moving is the inverse ratio of the distances from the centre,
Aristotle assumes that the effect of a force or a weight vary linearly with its virtual velocity, i.e. linearly with its distance from the fulcrum, transforming so its qualitative
25
26
p. 4.
pp. 353, 355.
43
law into a quantitative one. This seemed quite natural to many later commentators,
simply because it was usually enough to turn any laws into a linear proportion. It was
not the same view of Bernardino Baldi (and Guido Ubaldo dal Monte), who while
appreciating a lot of the Mechanica problemata denounces the lack of evidence of
the quantitative law:
Thus when Aristotle discloses the reason for which the lever moves a weight more easily,
he says that this happens because of the greater length on the side of the power that moves;
and this [accords] quite well with his rst principle, in which he assumes that things at the
greater distance from the centre are moved more easily and with greater force, from which
he nds the principal cause in the velocity with which the greater circle overpowers the
lesser. So the cause is correct, but it is indeterminate; for I still do not know, given a weight
and a lever and a force, how I must divide the lever at the fulcrum so that the given force
may balance the given weight. Therefore Archimedes, assuming the principle of Aristotle,
went on beyond him; nor was he content that the force be on the longer side of the lever, but
he determined how much [longer] it must be, that is, with what proportion it must answer
the shorter side so that the given force should balance the given weight [19].27 (A.3.2)
Fig. 3.4. Simple machines of the Mechanica problemata [18]29 (reproduced with permission of
Biblioteca Alessandrina, Rome)
27
29
44
3 Greek origins
unequal weights alternately be counterbalanced and to make equal moment, every time their
gravitas are in inverse proportion with the speed of motions, that is one is less heavy than
the other, as much it is able to move more quickly than the other [115].30 (A.3.3)
He was however preceded by Giuseppe Moletti (15311588), professor of mathematics at Padua, just before Galileo. Moletti during his stay in Padua lectured on
mechanics and used the Mechanica problemata as an authoritative text. Below some
quotations from his lectures edited by Laird [351] are reported, related to the marvellous properties of the circle on the footsteps of Aristotle:
But in order not to confuse us I shall rst discuss the principle that Aristotle states for both
the machines we have given as examples, that is, for the pulley, and the lever. [...] All the
operations of machines, then, consist in their movement, and consequently the same machine
will have a greater or a lesser effect to the extent that the movement that it makes is nearer to
its own, proper movement. [...] Thus it is clear from the preceding demonstrations that the
less a weight is constrained to move in a circle, or the farther a force is from the centre, with
so much more speed it will move and so much more effect the force will have [351].31 (A.3.4)
Pierre Duhem goes further and sees the principle of virtual work also in the Aristotelian law of violent motion, for which force, speed, and weight are linked by
mathematical relationships expressed by means of proportion. For example, Duhem
believes he can derive the law of conservation of the product of weight for the height
by the law of forced motion (see 4.2). Like almost all interpretations of historical
texts Duhems is subject to criticism, not because it is incompatible with the Aristotelian mechanics, but because the Mechanica problemata has such ambiguities that
many interpretations are possible and it seems unlikely that the one based on modern categories, like those used by Duhem, may be the right one. For example, it is
doubtful that Aristotle could have considered homogeneous the speed of a free body
with that of a body hanging from the end of a scale that moves partially of natural
motion and partially of violent motion.
Giovanni Vailati shares, with some cautions, Duhems view limited to Mechanica
problemata [391]. Ernst Mach is once again more cautious and says verbatim:
Let us now consider some details. The author of the Mechanical problems mentioned on
p. 511 remarks about the lever that the weights which are in equilibrium are inversely proportional to the arms of the lever or to the arcs described by the endpoints of the arms when a
motion is imparted to them. With great freedom of interpretation we can regard this remark
as the incomplete expression of the principle of virtual displacements [355].32
Note that the main feature of the laws of virtual work, including that of Aristotle,
is that the effect of a force is somehow considered a posteriori in the sense that it
depends not only on the force in itself, but also on the motion which is determined by
the presence of constraints. It is possible that this idea may have come to Aristotle,
or who for him, for his metaphysical conceptions of motion and rest, which identify
the rest as motion in power and therefore somehow aware of its future. But it is
also possible, and it seems more likely, that the dependence on the effect of a force
30
31
32
pp. 7273.
pp. 8687; 122123.
pp. 67.
45
by its motion was obtained without any ideological mediation as an empirical intuition. The same goes for the laws of natural and violent motions. They are classied
in the general Aristotelian metaphysics, but do not necessarily ow from it, rather it
is more likely to be the result of empirical observations which were then absorbed
in some way by Aristotle.
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3 Greek origins
suppositiones, shown in Table 3.3 [11].33 Using them Archimedes is able to prove
thirteen propositiones (propositions, theorems), shown in Table 3.4 which allows
us to calculate the centre of gravity of composed bodies, starting by knowing the
centres of gravity of the simple bodies from which they are formed.
Tables 3.3 and 3.4 show that the organisation of Archimedes theory differed
from that used by Euclid. For example, Archimedes does not intend to develop a
complete theory of mechanical science and write a detailed treatise. Instead he concentrates on facing a problem, important but unique: the determination of the centres
of gravity for bodies of any shape. Archimedes draws on Euclids Elements, which
Table 3.3. The suppositiones of Archimedes centre of gravity theory
S1
S2
S3
S4
S5
S6
S7
Equal weights at equal distances are in equilibrium, and equal weights at unequal distances
are not in equilibrium but incline towards the weight which is at the greater distance.
If, when weights at certain distances are in equilibrium, something be added to one of the
weights, they are not in equilibrium but incline towards that weight to which the addition was
made.
Similarly, if anything be taken away from one of the weights, they are not in equilibrium but
incline towards the weight from which nothing was taken.
When equal and similar plane gures coincide if applied to one another, their centres of
gravity similarly coincide.
In gures which are unequal but similar the centres of gravity will be similarly situated. By
points similarly situated in relation to similar gures I mean points such that, if straight lines
be drawn from them to the equal angles, they make equal angles with the corresponding sides.
If magnitudes at certain distances be in equilibrium, (other) magnitudes equal to them will
also be in equilibrium at the same distances.
In any gure whose perimeter is concave in (one and) the same direction the centre of gravity
must be within the gure.
Table 3.4. The rst seven propositiones of Archimedes centre of gravity theory
P1 Weights which balance at equal distances are equal.
P2 Unequal weights at equal distances will not balance but will incline towards the greater
weight.
P3 Unequal weights will balance at unequal distances, the greater weight being at the lesser
distance.
P4 If two equal weights have not the same centre of gravity, the centre of gravity of both taken
together is at the middle point of the line joining their centres of gravity.
P5 If three equal magnitudes have their centres of gravity on a straight line at equal distances,
the centre of gravity of the system will coincide with that of the middle magnitude.
Cor. 1. The same is true of any odd number of magnitudes if those which are at equal
distances from the middle one are equal, while the distances between their centres of gravity
are equal.
Cor. 2. If there be an even number of magnitudes with their centres of gravity situated at
equal distances on one straight line, and if the two middle ones be equal, while those which
are equidistant from them (on each side) are equal respectively, the centre of gravity of the
system is the middle point of the line joining the centre of gravity of the two middle ones.
P6,7 Two magnitudes, whether commensurable [Prop. 6] or incommensurable [Prop. 7], balance
at distances reciprocally proportional to the magnitudes.
33
pp. 189192.
47
were widely accepted at the time. The order of the propositions follows a basic logic,
similar, although not identical, to those of Euclid. It advances from the simpler cases
to those more complex. In Archimedes work however, the axiomatic structure and
the concatenation of the propositions are less evident. The rst four propositions for
example are demonstrated directly from the suppositions and are not consequent to
one or the other; the second after the rst, the third after the second, etc. The main
difference between the organisation of Euclidean and Archimedean theories can be
found in the epistemological status of the principles. Indeed not all of Archimedean
principles are necessary as Euclids ones; some of them are indeed simply true or
empirically evident [276, 374].
A fundamental supposition is the empirical assertion according to which if equal
weights are positioned on a lever, at different distances from a fulcrum, there is no
equilibrium but instead a tendency for the more distant weight to move downward.
At rst glance such an assertion could be interpreted in a dynamical key, holding
that the greater weight has the higher tendency to move downward, thus breaking
the horizontal equilibrium. But it could also be seen as a matter of fact which does
not necessarily need to be explained.
Some Archimedes suppositions seem to have a level of evidence more or less
analogous to that of certain postulates of Euclids Elements. For example, the rst
part of S1 and S4 could derive from the principle of sufcient reason; the epistemological state of S5 and S6 is instead difcult to determine. Note that the suppositions
S4 , S5 , S6 and S7 refer to the centre of gravity concept which was not introduced
explicitly by Archimedes in the Aequiponderanti.
When one considers the order of suppositions and propositions, a degree of organisational coherence is evident between the rst four suppositions and propositions,
as they complete each other. It seems that Archimedes wanted to reduce as much
as possible the content of the suppositions, declaring only the parts impossible to
demonstrate either because self-evident or because empirically evident leaving
to the propositions the role of making precise the whole concept. In particular, the
rst part of supposition 1 and the whole of proposition 1 refers to the two sides of
the implication: equal weight equilibrium. And that Archimedes considers supposition 1 as evidently known (equal weights equilibrium), which provides the
sufcient condition for equilibrium and not proposition 1 (equal weights equilibrium), which provides the necessary condition is a questionable choice. From a
purely logical point of view, Archimedes could have chosen proposition 1 as the rst
part of supposition 1. But Archimedes actual choice is more convincing because it
can be considered as self evident, or when this is not the case, supposition 1 is easier
to be veried experimentally than proposition 1.
The nature of the suppositions being not completely self evident, it seems more
natural to deny their opposites than to afrm them, leading naturally to the use of the
reduction ad absurdum, rarely practiced by Euclid, as the preferred kind of proof. In
what follows I report the demonstration of the rst proposition to show the typical
way of Archimedean argument by reduction to the absurd, then I will take back the
sixth proposition on the law of the lever.
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3 Greek origins
Propositional logic
Content
1 Negation of proposition 1
2 1 + S3
3 S1
4 Absurdum from 2 and 3
(E U) or U E
U E or (U E)
U E
E U
Weights which balance at equal distances are equal. For if they are unequal, take away from
the greater the difference between the two. The remainder will not then balance [supposition 3], which is absurd [supposition 1]. Therefore the weight cannot be unequal [11].34
In order, I shall use the formalism of classic propositional logic which enhances the
understanding of Archimedes assumptions. Proof of proposition 1 can be synthesised using the following Table 3.5 [276]:35
In the table the following symbols are used, U: equal weights, E: equilibrium,
while (E U) U E and U E (U E) are trivial theorems of propositional logic.
3.1.2.1 Proof of the law of the lever
Here the proof of proposition 6 is reported, according to which two heavy bodies
with commensurable weights (the ratio is a rational number) balance when they are
suspended at distances inversely proportional to weights. The proof of proposition 7,
the case of not commensurable weights, which makes use of the exhaustion method,
is not presented, because both less interesting and more problematic.
The main reason to concentrate on the original Archimedean proof is that in
many texts in the history of science, the demonstrations of the lever attributed to
Archimedes, are actually often only a rough paraphrase. This is also due to the interpretation of Ernst Mach, which I will report shortly thereafter.
Propositions 6, 7.
Two magnitudes, whether commensurable [Prop. 6] or incommensurable [Prop. 7], balance
at distances reciprocally proportional to the magnitudes.
I. Suppose the magnitudes A, B to be commensurable, and the points A, B to be their
centres of gravity. Let DE be a straight line so divided at C that:
A : B = DC : CE.
We have then to prove that, if A be placed at E and B at D, C is the centre of gravity of
the two taken together.
Since A, B are commensurable, so are DC, CE. Let N be a common measure of DC, CE.
Make DH, DK each equal to CE, and EL (on CE produced) equal to CD. Then EH = CD,
since DH = CE. Therefore LH is bisected at E, as HK is bisected at D. Thus LH, HK must
each contain N an even number of times. Take a magnitude O such that O is contained as
34
35
p. 190.
p. 89.
49
B
O
D
K
The demonstration opens with the assertion that to prove proposition 6 it is enough to
show that the centre of gravity of the two weights A and B coincides with the fulcrum
of the lever. The rst part of the proof is purely geometric. Given the extremes E and
D of the lever with fulcrum C, extends to the right of DK = EC and to the left of EL
= CD, so that C is the midpoint between L and K. Then choose the point H that
satises the ratio CD : CE = LH : KH, involving HD = DK, HE = EL. Since CD and
CE are commensurable, LH and KH are also commensurable. Let N be the measure
in common between CD and CE, and let n = CE / N and m = CD / N, it will be
also LH / N = 2n, HK / N = 2m. Divide then HL into 2n parts and HK in 2m and at
the midpoint of each part put a weight O = A/2n = B/2m. We have so many equal
weights evenly distributed on LK: 2n of them centred on E and 2m centred on D, as
clear from Fig. 3.6 for the case of n = 4, m = 3.
There are now two situations, a lever 1 (DE), with weights A and B hanging from
D and E and a lever 2 (LK), with 2(n + m) equidistant weights O. At this point
Archimedes can apply his suppositions, showing rst that the lever 2 is balanced,
then that lever 1 is equivalent to lever 2 and thus balanced too. Lever 2 is balanced
36
pp. 192193.
50
3 Greek origins
C
L
2n
2m
because for corollary 2 of proposition 5, 2(n+m) weights have their centre of gravity
in C. As far as lever 1 one can say that the 2n weights O on the left (with 2nO = A) of
the lever 1, have E as centre of gravity, they are so equal to A, and the 2m weights
O on the right, have D as their centre of gravity and are so equal to B. They can thus
be replaced by the two weights A and B to obtain a lever that is in equilibrium for
supposition 6.
The demonstration of Archimedes has been criticised since ancient times. Lagrange enumerates the scientists who, in modern time, tried to improve the demonstration: Stevin, Galileo, Huygens, Daniel Bernoulli. Lagranges position is almost
clear; he believes that the law of the lever cannot be entirely deduced a priori but it is
also based on empirical principles. Moreover he believes that the demonstration by
Archimedes, is, all considered, to be preferred to those proposed by other theorists,
because It should be said that by altering the simplicity of this proof it is added
quite nothing of exactitude[148].37
In modern times the criticism that had the greatest success is that of Ernst Mach,
who accused the proof of Archimedes of circularity (that is the proof implicitly assumes what needs to be proved) [355].38 I do not quote here Machs considerations,
I simply point out that only recently it has been shown clearly that they are inconsistent by Toeplitz, Dijksterhuis, Stein, Goe, Suppes [317].39 For Galletto, who has
conducted an in-depth study of its logical status, the demonstration of Archimedes
is correct in the sense that it follows deductively by his suppositions without any
logic error. If there should be be any criticism, then it might concern the plausibility
of the suppositions, but this is another story. Galletto, however, acknowledges some
gaps in the Archimedean text, including the failure to introduce the concept of centre of gravity. Together with other authors, including Vailati, Galletto believes that
the concept of gravity was dened by Archimedes in some other work, now lost. He
believes that the concept used is that reported by Pappus of Alexandria, for which
the centre of gravity is the point of suspension of neutral equilibrium.
37
38
39
p. 3.
pp. 911; 512513.
pp. 470472.
51
p. 25.
p. 8.
42 There is also an English version by Jutta Miller [133] on the web page of the Max Plank Institute,
Berlin.
43 p. 73. Translation in [133].
41
52
3 Greek origins
Fig. 3.7. Heros machines for the lifting of large weights and a press [131]44 (reproduced with
permission of Biblioteca Guido Castelnuovo, Universit La Sapienza, Rome)
The second book is dedicated to the so-called Heros ve machines, shaft with the
wheel, lever, block and tackle, wedge and screw (the screw was not named in Aristotles Mechanica problemata and probably it is an invention of the Hellenistic period). Missing from the list is the inclined plane which is treated separately. Hero
refers to them as the powers (dnamic). The fact that from all the devices of the technology of the times Hero concentrated only on ve of them, very different in form
from each other, could be explained because with their combination all the machines
used in practice can be obtained. The introduction of the wedge, generally not used
in combination with other machines, could be explained by the fact that the screw is
reducible to it. The exclusion of the inclined plane is not so easy to explain.
In both the rst two books the inuence of Aristotle and Archimedes is evident.
Aristotle and the Mechanica problemata were never mentioned in the text, but there
is the reference of the operation of all machines to the circle, at least in principle,
44
53
and the idea of increasing the effectiveness of forces with the increasing of speed.
Towards the end of the book there is also a list of seventeen problems, which have
a formulation very close to those of the Mechanica problemata. Archimedes was
named many times as the author of contributions not present in his extant writings.
For examples to Archimedes, as well as the demonstration of the law of the lever, is
also attributed that of the angular lever:
Some have thought that inverse proportionality is not present in irregular scales. Let us
therefore also imagine a differently heavy and dense scale beam of any material that is in
equilibrium when it is suspended at point . Here, we understand with equilibrium the rest
and standstill of the scale beam, even if it is inclined to any side [emphases added]. Then we
suspend weights at random points, namely and , and we let the beam again be in balance
after their suspension. Now Archimedes has proven that also in this case weight to weight
is inverse to distance to distance [131].45 (A.3.6)
Of course, given the large interval of time between Hero and Archimedes, Heros
quotations are not rst-hand and therefore must be considered with caution.
45
46
54
3 Greek origins
But Heros claims to reduce all the machines to the lever seems to me in some cases
only a rhetorical artice. In fact, besides the law of the lever Hero uses other principles to explain the functioning of the block and tackle and the wedge, at least this
is my opinion and I am not convinced of the frequent attempt of historians to justify
them somehow with the lever. The block and tackle is explained simply by assuming the additivity of equal parallel forces due to different pieces of ropes. Consider
for example the block of pulleys of Fig. 3.10a [131].49 Hero afrms that the ratio
between the power and resistance (weight) is 1 : 6 because each of the six pieces of
the rope sustaining the weight is tied equally by the power and there are six pieces of
rope. To explain why the rope has a constant tension it would be possible to see each
pulley as a balance with fulcrum in its centre and equal arms which is equilibrated
47
48
49
55
Fig. 3.10. System of pulleys (reproduced with permission of Biblioteca Guido Castelnuovo, Universit La Sapienza, Rome)
only if the tension of the rope at its extremities are equal, but it seems to me more
natural to assume as a matter of fact that the tension of the rope is constant.
In the following quotation Hero explains the functioning of a simple block of two
pulleys, one xed and one mobile, as shown in Fig. 3.10b.
Let us now imagine a different weight at and fasten to it the pulley , pull over this pulley
a rope and tie its two ends to a rm crossbeam, so that the weight oats, then each of the
two tightened parts of the rope lifts the weight of half the load. If somebody now unties the
one end of the rope tied at k and stands there himself and holds the rope, then he carries half
the load and the whole load is twice the force that holds it [131].50 (A.3.10)
For the wedge Heros reasoning is not completely clear to me and thus I prefer not
to report it. It seems however that he assumed as an explanatory principle a law of
virtual work according to which the efcacy of the wedge depends on the ratio of
transversal and longitudinal displacements or velocities.
Heros failure to reduce all the principles to the lever can be considered as a defect
for those who assumed that science should have an axiomatic structure. But it can
also be seen as the effect of a pragmatic epistemology, that allows a prolic approach
to mechanics.
3.2.1.1 A law of virtual work
While there is no doubt that Hero uses a quite advanced form of virtual displacement
law, it is not easy to decide on its logic status. There is no doubt that Hero, to explain
the operation of machines (with some reservations for the block and tackle, wedge
and the screw), refers to the law of the lever. But to this explanatory principle Hero
joins a kinematical analysis, which suggests a law of virtual work. Notice that the
kinematical analysis is not a simple geometric exercise; it is required by the nature
50
56
3 Greek origins
itself of mechanics which is the science of lifting and shifting of heavy bodies, and
the relative displacement of the weight to be lifted and the applied power has a technological relevance. This remains true even when, mainly for the sake of simplicity,
the search of the moving power is replaced by the search for the equilibrating power.
And what was said above about Heros approach is valid also for his followers in
the Renaissance, as for example Guidobaldo dal Monte and Simon Stevin.
To compare Heros approach with that of Aristotle, one should refer to the law
of the lever. In the Aristotelian text the law of the lever is a theorem derived from
the principle of virtual velocities. From the inverse relationship between weight and
speed, with a simple geometrical reasoning, the inverse relationship between weights
and distances follows. In Heros text, instead the law of the lever is a principle. From
the inverse relationship between weights and distances it is possible with simple
geometric reasoning to obtain the law of virtual velocities or, which is the same,
of virtual displacements as a theorem. The same reasoning applies to all machines.
On this matter it is of some interest to confront points of view different from mine,
i.e. the comments of Clagett who sees Heros virtual work as a principle [287],51
Duhem who consider Hero as substantially Aristotelian [305]52 and Giusti [333]
who considers Hero as essentially Archimedean.
In the following quotation, which deals with how to raise 1000 talents with only
5 talents, Hero sets out clearly what is stated above:
A delay occurs however with this tool and those similar to it of great power, because the
smaller the moving force is in relation to the load to be moved, the more time we need
[emphasis added], so that force to force and time to time are in the same (inverse) ratio. An
example for this is the following: Since the force in wheel was two hundred talents and
it moved the load, one requires one rotation for the rope wound around to wind up, so
that the load through the motion of wheel moves the amount of the circumference of .
Fig. 3.11. A series of shafts with the wheel connected in series (reproduced with permission of
Biblioteca Guido Castelnuovo, Universit La Sapienza, Rome)
51
52
Chapter 1.
vol. 1, p. 186.
57
If it is moved, however, through the motion of cogwheel , the wheel on has to move ve
times for the axle a to move once, because the diameter of is ve times the diameter of
the axle . Thus ve times the amount of is equal to a single , if we make the respective
axles and wheels equal to one another. But if not, then we nd a proportionality similar to
this one. The cogwheel moves at and the ve revolutions of take vefold the time of
40 talents. Thus the ratio of the moving force to the time is inverse. The same shows with
multiple axles and multiple wheels and is proven in the same way [131].53 (A.3.11)
Notice that Hero in the previous quotation makes reference to time, but Clagett contends that it is quite clear from the text that one can identify time with covered space
[287]. So one can read a virtual work law according to which the ratio between
the moving force and the moved weight is inverse to the ratio of the corresponding covered spaces. In the following quotations Hero refers with some emphasis to
ralentissement de la vitesse which occurs in all the machine where with a small
force a heavy body is raised.
A delay occurs however with this tool and those similar to it of great power, because the
smaller the moving force is in relation to the load to be moved, the more time we need, so
that force to force and time to time are in the same (inverse) ratio.
[]
That the delay also occurs with this tool [131].54 (A.3.12)
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3 Greek origins
is lifted higher from point than from point . The load, however, that is lifted to a higher
point, strains the force more than the one lifted to a lower point, because the one lifted to a
higher point takes more time [131].55 (A.3.13)
59
H
G
D
K
The importance of the text of Pappus is not so much in its content, which is essentially an epitome of the mechanics of Hero:
58
59
60
60
3 Greek origins
Fig. 3.14. A complex mechanical device. The baroulkos or weight hauler (reproduced with permission of Biblioteca Guido Castelnuovo, Universit La Sapienza, Rome)
That is something which has been explained in the book On Drawing Weight. As regards
the ve powers which we mentioned and which we said had been mentioned by Hero, we
shall treat of them briey as an, aide-memoire for lovers of knowledge [183].61
as the fact that in the Renaissance, along with the De architectura of Vitruvius, it
was the only witness to the Greek-based mechanical technology.
Important aspects of the mechanical theory in the text of Pappus are the famous
denition of the centre of gravity as the suspension point of equilibrium (see Chapter 6), the law of the inclined plane, less convincing than Heros and still wrong.
Finally, perhaps most importantly, the implicit reference to the law of virtual work,
reported in the case of machines where the transmission is by wheels, as shown in
the following two quotations:
In his book Barulcus, however, he explains how a given weight is moved by a given power
derived from positioning toothed wheels, when the ratio of the wheels diameter to that of
the axle is ve to one, and when the weight to be moved is 1000 talents and the motive
power 5 talents [183].62
I say that the ratio of the speed of movement of wheel A to the speed of movement of wheel
B is as the ratio of the number of teeth on wheel B to the number of teeth on wheel A [183].63
61
62
63
p. 62.
p. 23.
p. 56.
61
C
A
G F
H
L
B
4
Arabic and Latin science of weights
Abstract. In this chapter Latin and Arabic Middle Ages mechanics are compared,
both based on virtual displacements VWLs. In the rst part Arabs are considered
who, with Thabit ibn Qurra, use as a principle of equilibrium a VWL for which
the effectiveness of a weight on a scale is proportional to its virtual displacement
measured along the arc of the circle described by the arm from which the weight
is suspended. In the second part Latin scholars are considered who, with Jordanus
de Nemore, assume as principles two distinct VWLs. A VWL is associated with the
concept of gravity of position for which the efcacy of a weight on a scale is the
greater the more its virtual displacement is next to the vertical. Another VWL is
associated with the resistance of a weight to be lifted, which depends on the lifting
entities in a given time. In formulas: What can raise a weight p of a height h can
raise p/n of nh.
It was and still is an axiom of historiography that, since its origins, mechanics has
followed two main routes classied as Aristotelian and Archimedean [287, 125].
The Aristotelian route is associated with Mechanica problemata by Aristotle. Its
laws are proved dynamically, as balance of tendencies of weights going downward.
The level of formalization and rigor varies from author to author but it is usually not
excellent. The Archimedean route is associated with the Aequiponderanti (and to a
lesser extent with Euclids book on the balance) and dynamics is, instead, reduced to
a minimum. Weights are considered as plane gures (geometrical instead of physical
entities) with the main concern being evaluation of the center of gravity; moreover
there is more attention given to rigorous proof than to physical aspects. The level of
formalization and rigor is usually excellent.
This dichotomy is a bit simplistic, I think. It forgets for example, that in ancient
mechanics and even up to the XVIII century the basic law was in any case that of
the lever. The Aristotelian and Archimedean approach differed only in the manner
of its proof. One could say they differed in the meta-mechanics, in which different
principles were used such as a VWL or the theory of centres of gravity to demonstrate as a theorem the law of the lever, then taking it as the principle in dealing with
it later in mechanics.
Capecchi D.: History of Virtual Work Laws. A History of Mechanics Prospective.
DOI 10.1007/978-88-470-2056-6_4, Springer-Verlag Italia 2012
64
Recent studies, as for example those by Jaouiche [136] and Knorr [345] suggest
a different interpretation. According to these authors, while it is certain that there
are two different approaches in mechanics, the assumption that one is derived from
Aristotle and the other from Archimedes, is yet to be proved. For example Knorr
observes that the principles of the so-called Aristotelian mechanics express nothing
but a diffuse knowledge which is not unique to Aristotle [345]. This holds true also
for the violent law of motion according to which a displacement of a body is proportional to the force applied. This law was formulated by Aristotle in his De caelo
and Physica, as shown in Chapter 3, but it is not difcult to accept that he simply
formalized what was but a diffuse kind of knowledge. According to Knorr most of
the so-called Aristotelian mechanics could be found in Archimedes work and also,
may be in lost treatises [345]. Archimedean mechanics would represent simply the
more formalized approach adopted by a mature Archimedes, avoiding, in the proofs,
physical concepts like force for example, whose meaning is difcult to grasp with
certainty.
Indeed there is a general change in attitude among the historians of ancient science, especially those educated in mathematics and physics. They are becoming convinced that the development of mathematics and mechanics was quite independent
of that of philosophy, and that at the most they inuenced each other. Therefore, the
labels Aristotelian, Platonic, etc. for ancient scientists are probably less important
than usually supposed [327].
The theses by Jaouiche and Knorr would explain why, in nearly all the medieval
technical writings on mechanics, both Latin and Arabic, there is no explicit reference to the name or to the works of Aristotle. Not even in the historical periods
when diffusion of the theoretical works, Physica and De caelo, was at large. This
holds true also for those medieval mathematicians who were familiar with Aristotles philosophical works, among them Thomas Bradwardwine. They seem to be
moving on two levels. On the one hand the mathematician, working on a technical
text and organizing it more geometrico; on the other hand the philosopher working
on a philosophical text, involving more or less the same arguments. In the chapter,
for the sake of simplicity and according to tradition, I will continue to use the labels
Aristotelian and Archimedean, the former where weight is treated as a motive
power (active factor) or a resisting effect (passive factor), kinematics concepts are
introduced (i.e. virtual motion) and the concept of centre of gravity is not relevant,
the latter when the centre of gravity and the rules of their evaluation are dominant
concepts and kinematics has no role.
The Greek concept of mechanics is revived in the Renaissance, with the synthesis of Archimedean and Aristotelian routes. This is best represented by Mechanicorum liber by Guidobaldo dal Monte [86] who reconsiders the mechanics by Pappus Alexandrinus, maintaining the original purpose that was to reduce all simple
machines to the lever. During this period mechanics was considered a theoretical
science and it was mathematical, although its object had a physical nature and had
social utility [350].
Texts in the Arabic Middle Ages diverged from the Greek and Renaissance ones
mainly because they divide mechanics into two parts. In particular al-Farabi (c 870
65
p. 12.
The Arabic translation of Physica has a long and complicated history. The rst translation is
attributed to Ibn-an-Nadima (786803). The best, and only extant today, is by Isahaq-ibn-Hunayn,
at the end of the nineth century [334].
3 De caelo was translated by al-Kindi circle during the 9th century.
4 The attribution of this text to Euclid is controversial. It is known only recently in an Arabic version
by Franz Woepcke [399].
5 The expression Scientia de ponderibus comes from the translation from Arabic into Latin of
al-Farabis work (Science of devices was instead translated as Scientia de ingenii) by Dominicus
Gundissalinus [248], p. 17.
2
66
ancient treatises in their native language. The present chapter follows these attempts,
particularly those of Duhem. The objective is not to discuss new sources but to put
known sources under a different light. The study, carried out in some detail, on the
way the principles of mechanics evolved, leads to the examination of the evolution
of the various proofs of the law of the lever. Among these proofs, I only consider
those in the Aristotelian route traced in the scientia de ponderibus of the Arabic and
Latin Middle Ages, because only they are related to virtual work laws, which is my
historical point of view. In the rst part of the chapter I refer to the most relevant
analyses of the principles of scientia de ponderibus developed in the Islamic lands,
by referring mainly to Ibn Qurra Thabits treatises because they are the most ancient available texts. I also mention the contributions by al-Muzaffar al-Iszari, who
partially followed Thabit, and to al-Kazini. In the second part, devoted to the Latin
Middle Ages, reference is mainly made to Jordanus de Nemores (XIII century) treatises because they are the rst comprehensive texts left to us.
pp. 34.
67
ular Heros Mechanica was the object of many comments and translations [309].
Interesting for this purpose is the book Kitab al-Hiyal (The book of ingenious devices) of the three brothers Banu Musa, scholars from IX century Baghdad [259].
Their book is an outstanding contribution in the eld of mechanical sciences. In the
form of a catalogue of machines, it is a large illustrated work on mechanical devices including automata. The book described a total of a hundred devices and how
to use them. It was based partly on the work of Hero of Alexandria and Philon of
Byzantium and contained original work by the brothers. Some of these inventions include: valve, oat valve, feedback controller, automatic ute player, a programmable
machine, trick devices, and self-trimming lamp. Noteworthy is also the work by alKaraji (c. 953c. 1029) about hydraulics [310].
But, as it does not seem that Arabs introduced new elements about virtual work
laws in the Heronian texts, in the following I will concentrate on the science of
weights, where instead there was an important Arabic contribution. Particularly I
will discuss only a treatise on the balance attributed to Thabit, to which I will refer
in the following with its Latin name Liber karastonis which is on the Aristotelian
route; for works on the Archimedean route see [246].
Al-Sabi Thabit ibn Qurra al-Harrani (836901) was a native of Harran and a member of the Sabian sect. In his youth Thabit was a money changer in Harran. The mathematician Muhammad ibn Musa ibn Shakir, one of three sons of Musa ibn Shakir,
who was traveling through Harran, was impressed by his knowledge of languages
his native language was Syriac but he knew perfectly Greek and Arabic also and
invited him to Baghdad; there, under the guidance of the brothers, Thabit became a
great scholar in mathematics and astronomy. Here he translated and revised many
of the important Greek works; particularly all the works of Archimedes that have
not been preserved in the original language, and Apolonius Conics. Manuscripts
of Euclids Elements which were translated by Hunayn ibn Ishaq were revised by
7
p. 93.
68
It was translated into Latin during the XII century by Gerardo da Cremona [171].9
A large number of manuscripts exist, all derived from a unique progenitor. In what
follows I will refer to the text edited by Moody and Clagett, which is derived partially
from a manuscript conserved in Paris and partially from a text edited by Bucher,
based on a manuscript conserved in Milan [171],10 [264]. It will be enough for my
purpose that is not to present a philological correct version of the text, but only to
evidence some particular aspects that would have emerged in any way independently
of the interpretation of particular words or phrases.
Besides the Liber karastonis, at least three manuscripts in Arabic exist, with analogous subjects [246] [136],11 called Kitab al-Qarastun, controversially attributed
to Thabit [345]12 [136],13 one conserved in London, one in Krakw and another in
Beirut.14 The rst manuscript was edited, translated into French and commented on
by Khalil Jaouiche [136]. The second, while in Berlin, was edited and translated
into German by Eilhard Wiedmann [397], and subsequently studied by Mohammed
Abattouy [246]. The third one has been studied by Wilbur Richard Knorr [345].
p. 5.
pp. 77118.
10 pp. 8485.
11 pp. 23.
12 p. 47.
13 p. 31.
14 Mohammed Abattouy registers a recent hitherto unknown copy in Florence [247], p. 17.
9
69
over the fact that it opposes resistance to upward motion. From this idea it follows
a virtual work law for which the efcacy of a weight on a balance depends on the
virtual displacement of the point at which the weight is hung. This will be clear even
with a supercial reading of Thabits book.
4.1.1.1 Liber karastonis
The Liber karastonis is composed of a prologue followed by eight propositions and
nally a comment. They all relate to the karaston, that is the steelyard or Roman balance, which is a straight-beam balance with arms of unequal length. It incorporates
a counterweight which slides along the calibrated longer arm to counterbalance the
load and indicates its weight. The exposition of the theory, though it is classied
in the Aristotelian route, has a high standard of rigor, not far from the texts of the
Archimedean route, with the exception of the rst propositions, where the reader is
asked to accept much more than in the Archimedean route.
Immediately after the prologue the following propositio (proposition) I is presented:
I. I say, therefore, in the case of two spaces which two moving bodies describe in the same
time, that the proportion of the one space to the other is as the proportion of the power of
the motion of that which cuts the one space to the power of the motion of that which cuts
the other space.15
I posit the following example for this proposition. In the case of two walkers, one walks
thirty miles and the second walks sixty miles in the same time. It is noted, therefore, that
the power of the motion [emphasis added] of he who walks the sixty miles is double the
power of the motion of he who walks the thirty miles, just as the space sixty miles is double
the space thirty miles. This proposition is admitted per se and is immediately evident to the
intellect [171].16 (A.4.1)
The term proposition in ancient texts usually means theorem; but what is written
just after This proposition is admitted per se and is immediately evident to the intellect, qualies it rather as a principle. The assertion of evidence, not completely
shared by the modern reader, suggests that in the cultural climate of the period, the
proportionality between force and displacement were part of common knowledge
and Arabic natural philosophy, be it derived from the Aristotelian texts or not.
Before attempting to comment on proposition I, let me clarify its content. In the
proposition, the motion of two bodies, whose shapes are not specied, is discussed.
The distances covered are introduced also (plane in the Arabic version), without
specifying the kind of pattern. Because in the core of the Liber karastonis the arcs
of a circle are considered, it can be presumed an afrmation of general character is
present and then the paths can be any thing.
By entering the merit of proposition I, two things should be stressed. First, there
is no distinction between natural and violent motions here. This conrms the attitude of Arabic scholars to consider weight as an intrinsic mover and consequently to
15
A similar statement is found also in the Liber Euclidi de ponderosi et levi: bodies are equal in
strength whose motions through equal places, in the same air or the same water, are equal in times
and in some following propositions [171], p. 27.
16 p. 90.
70
consider both natural and violent motions as a consequence of a force. For the association of a force to weight see for example the references listed in [246].17 Secondly,
reference is made to virtus motus (power of motion), and not virtus. This creates
interpretation problems, which can be overcome, as Jaouiche does, by considering
the Latin version to be affected by an error of translation from Arabic into Latin by
Gerardo da Cremona [136].18 According to Jaouiche the Arabic version of proposition I suggests virtus of mobile (force du mobile) instead of virtus of motion
(virtus motus) [136].19 To conrm his thesis, Jaouiche considers the presence of the
sentence which species the equality of times, simply to pay homage to the tradition
and then not essential [136].20 I prefer an interpretation which consists in looking at
proposition I as a reinterpretation of the Aristotelian laws of motion. In these laws
the measure of force was known a priori, independently of motion; Thabit instead
suggests measuring force a posteriori by the effects it produces; more precisely, by
the space covered in a given time: the greater the space covered the greater the acting force. It then seems correct to speak about virtus motus instead of virtus.
The suggested interpretation of proposition I, which is so considered as a virtual
work law formulation, makes it easier to understand the proof of the law of lever
(proposition III) whose statement is given below:
III. Since this is manifest now, then I propose [the following with respect to] every line
which is divided into two different segments and imagined to be suspended by the dividing
point and where there are suspended on the respective extremities of the two segments two
weights, and the proportion of the one weight to the other, so far as being drawn downward
is concerned, is inversely as the proportion of the lines. [I say that in these circumstances]
the line is in horizontal equilibrium [171].21 (A.4.2)
The proof of proposition III, has to relay, besides proposition I, on the following
proposition II:
II. Then I say that in the case of every line which is divided into two parts and xed at the
division point and where the whole line is moved with a movement not directed to its natural
place, then such a movement produces two similar sectors of two circles. The radius of one
of these circles is the longer line and the radius of the second is the shorter line. And the
proportion of the arc which the point of the extremity of one of the two lines describes to
the arc which the point of the extremity of the other line describes is as the proportion of
the line whose revolution produces the one arc to the line producing the other arc [171].23
(A.4.3)
17
18
19
20
21
22
23
pp. 3335.
p. 120.
pp. 146147.
pp. 5063.
pp. 92, 94. Translation in [171].
pp. 3738.
p. 90. Translation in [171].
71
D
A
b
E
T
Fig. 4.2. The lever with different arms in the Latin manuscript
which in itself only expresses a theorem of plane geometry, according to which for an
assigned angle arcs and radii of a circle are proportional, for an assigned angle. But
mainly it needs the following comment Thabit added to proposition II after having
proved it:
We have already said that in the case of two spaces which two moving bodies describe in
the same time, the proportion of the power of the motion of one of the bodies to the power
of the motion of the other is as the proportion of the space which the rst motion cuts to
the other space. And point A with the motion of the line has already cut arc AT and point
B with the motion of the line has already cut arc BD, and this in the same time. Therefore,
the proportion of the power of the motion of point B to the power of the motion of point A
is as the proportion, one to the other, of the two spaces which the two points describe in the
same time, evidently the proportion of arc BD to arc AT. This proportion has already been
shown to be the same as the proportion of line GB to line AG [171].24 (A.4.4)
From the previous passage it is convenient to distinguish between what Thabit says
and why he says it. Thabit clearly afrms that the power of motion of the point B
of the longest arm of the balance is greater than that of the point A, or more generally
that the power of motion of a point of a balance is directly proportional to its distance
from the fulcrum. Note that displacement is measured according to arcs of circles
that the weights describe in their motion; this is not peculiar to Thabit, but can be
found also in the works by al-Iszari:
Since the two weights A and B were supposed to be equal, the motion took place because
the arc BO, along which the weight B moves with a natural motion is greater than the are
AS, along which A moves with violent motion [246].25
72
upward it could move downward too the same distance in the same amount of time,
when the rotation of balance is imagined to revert and then one can always make
reference to a possible downward motion. The same problem occurs in Galileos
demonstrations about equilibrium with the use of the concept of momento (see
Chapter 5).
A translation into modern concepts of Thabits reasoning, not consistent for modern mechanics, could be based on the following assumptions:
a) there are two bodies A and B of equal weight;
b) if the two bodies A and B are suspended from a balance with different arms, with
B on the longest arm, the balance will sink on the side of B;
c) because B describes a greater arc than A, in the same amount of time, in point B
there is a greater power of motion (VWL);
d) the power of motion of B is proportional to the distance of B from fulcrum.
Here is Thabits proof of proposition III:
The demonstration of this follows: I cut from BG the longer segment an amount equal to
AG the shorter segment. This cut off line is GE. If then, two equal weights [a and b] are
suspended at points A and E, the line AE will be in horizontal equilibrium, since the power
of motion at the two points is equal as we have demonstrated. So that if I incline point A to
point T, the weight [b in E] there sufces for its return to a position of horizontal equilibrium
through arc AT. And when we change the weight from point E to point B, and if we wish
the line to remain in horizontal equilibrium, it is necessary for us to add something extra
to the weight at A, so that the proportion of its total to the weight which is at B is as the
proportion of BG to AG. Since the power of the point B exceeds the power of point A by the
amount that BG exceeds AG, as we have shown, hence the weight which is at the point of
the stronger power is less than the weight which is at the point of weaker power according
as is the proportion of arc to arc. Therefore, when there is a weight at point B and a second
weight at point A and the proportion of weight a to weight b is as the proportion of GB to
AG, the line is in horizontal equilibrium [171].27 (A.4.5)
The proof unfolds into two steps. In the rst step a symmetry situation is considered,
equal weights being located at the same distance from the fulcrum. The equilibrium
is not considered as being self-evident, but is justied by means of proposition I.
The two weights compensate each other because powers of motion of their points of
suspension are equal as they pass equal arcs (for proposition II) in the same amount of
time. This part of the proof is followed by the comment that if one weight is inclined
downward the other will force it back and the horizontal position is recovered. That
is, in modern terms, the horizontal position is stable (which today is known to be
false).
In the second step Thabit proposes to lengthen the arm by moving the weight
from E to B so that GB>GE. Thabit says two things: a) the balance inclines toward
the side B; b) to resume equilibrium the weight A must be increased until the inverse
proportionality between weights and distances holds good. The rst assumption is
not justied by Thabit, perhaps because its justication is contained in the second.
The second assumption is justied by the comment added to proposition II, previously referred to where it was concluded that the power of motion of a point on a
27
73
g
b
Fig. 4.3. The lever with different arms in the Arabic manuscript
balance arm is directly proportional to its distance from the fulcrum. So when the
two weights are inversely proportional to the distances their powers are equal and
the balance is in a status of equilibrium.
4.1.1.2 Kitab al-Qarastun
Arabic manuscripts are quite different from those in Latin. In what follows I will
use essentially the version edited by Jaouiche, with a few references to the other
manuscripts.The order of propositions, indeed not numbered, in the Arabic versions
is different from the Latin one. Jaouiche uses the name postulate for the proposition
corresponding to proposition I (which, moreover, is not located at the beginning).
He uses the name lemma for the proposition corresponding to proposition II, while
proposition III is named theorem 1. The texts of propositions are virtually the same as
those in the Liber karastonis, except for secondary aspects. The texts of explanations
and/or proofs are instead very different; shorter and much less satisfactory than those
of the Latin version.
Postulate I is not followed by any comment; similarly the lemma is not followed
by the dynamical comment where the proportionality between power and distance
from fulcrum is afrmed. Thus the proof of theorem 1 (Jaouiche nomenclature) is
incomplete, as clear from the following piece which refers to it in full:
I say if ab is suspended [Fig. 4.3] at g and if at both ends, a and b, two weights proportional
and equivalent to these two segments are applied, [ab] is parallel to the horizon. Indeed,
taking on the longest side ag a segment gd equal to gb, if one applies to d a weight equal to
the weight applied to b, [ab] is parallel to the horizon. If the weight which is in d is tilted
down, the weight which is in b will rise and pass the arc dd equal to the arc bb because gd
is equal to gb. If then the weight is moved from point d to point a, the latter being in the
lower position and one wants to raise it up to the higher position a, one must increase the
weight in b such that the ratio of total [weight] [in b] to the weight in a is equal to the ratio
of the arc aa to the arc dd, which are passed in the same time though they are uneven. But
this ratio is equal to the ratio of one of two segments of the straight line to the other [136].28
(A.4.6)
p. 149.
74
and the explanation of the reason for equilibrium of the balance with equal weight
and arms is more detailed. As compensation for its shortness, the proof of theorem
1 is followed by a reference to a case where the balance arm is deprived of weight:
If the axis is heavy and it is divided into two unequal segments, we increase the thickening
of the shortest segment until the axis is parallel to the horizon. [] We are then reduced to
the case already treated in the axis free of weight [136].31 (A.4.7)
The obvious conclusion is that Arabic manuscripts do not add anything of importance to the lever law interpretation, at least from the point of view of the role played
by weight.
p. 38.
p. 44.
p. 15.
75
Anyway the choice of Thabit to measure by the ease with where power its point of
application moves is a form of virtual work law. By comparing this form with those
of modern virtual work principles, some similarities and differences are found. One
of the differences is that in the modern laws, displacements are evaluated along the
vertical direction, and are consequently straight, while Thabit makes reference to
curvilinear paths. Regarding the role of time, which is implicit in Thabits principle,
it can be said that there is not a substantial difference. Actually, even in the modern
principle, though it does not appear in the enunciation, time plays an essential role;
indeed various virtual displacements occur in time; they are contemporary (in respect
of the congruency of the system moved) and then occur in the same given time.
Anyway, neither Thabit nor adherents of the modern principle have any interest in
the effective measurement of time.
76
Duhems studies are the only ones which exhibit a deep understanding of mechanical concepts, and notwithstanding some justied criticisms on the historical
approach, they remain still fundamental. In what follows I will mostly refer back to
Duhem, seeking to get an understanding of concepts rather than to attempt a historical and philological reconstruction of treatises by Jordanus, which may be found
in the secondary literature32 giving only a few hints about this reconstruction, to
show that its results are in evident contrast to those obtained by a scrutiny of the
fundamental concepts of the various treatises.
The law of the lever, or more in general a form of virtual work law, could be
derived by a contemporary physicist with the Aristotelian violent motion law alone,
for which if A move B to then A moves 1/2 B to 2 (in a given time), in a different
and easier way than that carried out by the Arabic mathematicians. This has been
clearly shown by Duhem:
Consider a lever with power and resistance ; the resistance is at a certain distance from
the fulcrum. If the power can move so that it describes in a time the arc , it would
move the weight /2, located at a double distance from the fulcrum, in the same time and
pass an arc 2. It needs so the same power to move a certain weight, located at a certain
distance from the fulcrum, and a half weight to a double distance. From this we can easily
justify the theory of the lever as given in the Mechanica problemata [305].33 (A.4.8)
32 There are various hypotheses about the roots of Jordanus mechanical works. Quite convincing
is the hypothesis of the Arabic roots: [248], p. 17; [312], pp. 4, 12; [50, 287].
33 vol. 2, p. 122.
77
The movement of every weight is toward the center (of the world), and its strength is a power
of tending downward and of resisting movement in the contrary direction.
That which is heavier descends more quickly.
It is heavier in descending, to the degree that its movement toward the center (of the world)
is more direct.
It is heavier in position when in that position its path is of descent is less oblique.
A more oblique descent is one which in the same distance, partakes less of the vertical.
One weight is less heavy in position, than another, if it is caused to ascend by the descent of
the other.
The position of equality is that of equality of angles to the vertical, or such that these are right
angles, or such that the beam is parallel to the plane of the horizon.
Duhems argument leads to a mathematical relation analogous to that found with the
Arabic version of the virtual work law as referred to in the preceding section: the key
factor for equilibrium is the product of weight times virtual displacement (in a given
time). It must be said that Duhem keeps his argument at a supercial level, cavalierly
confusing concepts of force and static moment or work, more or less the same that
Thabit did. If he had taken seriously Aristotles law of violent motion which was
formulated only for free bodies he would have never applied it to bodies suspended
from a lever.
In what follows I will try to understand whether Duhems argument is similar or
not to that carried out by Latin medieval scholars, who since the XIII century wrote
treatises on mechanics, or more precisely on the scientia de ponderibus.
I will take as the basic treatise the Liber Jordani de Nemore de ratione ponderis
(version R, in the following De ratione) as edited by Ernest Moody and Marshall
Clagett [171]. They tried to get the most plausible version from a mixing of various
manuscripts. A more philologically accurate reconstruction of the text can be found
in Joseph Edward Brown [50].34 I will also refer to some comments and especially to
the version of De ratione edited by Nicol Tartaglia [224] and to Quesiti et inventioni
diverse, also by Tartaglia [223], which largely represents a paraphrase of it. For more
comments see [273].
The De ratione is quite a complex treatise, divided into four books. In the rst
book there are the principles and theorems of the science of weights. The second and
third books are more technical and concern the solutions of some of the problems
of the balance, with arms endowed or not with natural weight. The fourth book is
about various issues, among which the fall and breaking of bodies.
The rst book, the one concerning the principles and theorems, starts with seven
suppositions (suppositiones) referred to in Table 4.1 (A.4.9). The suppositions
have different logical status. Some look like principles in the modern sense (S2 , S3 ),
some look like denitions (S5 ), some others are difcult to classify. Supposition S1
is the most complex one. It contains:
34
p. 75.
78
p. 26.
79
[223]36
The nal part of Tartaglias supposition P1 explicitly asserts that the weights are not
free but are suspended from a balance and proposes a method to evaluate the virtus:
virtus is measured by velocity.
Jordanus does not explain what causes virtus, but his use of a unique term for
both motion against and according to nature, should indicate he is thinking of a
unique cause. A modern term to translate virtus could be heaviness, but this creates
ambiguities. For this reason in what follows virtus will often not be translated, or in
some cases it will be translated as strength.
Concerning the concept of gravity of position, it can be said that there is
widespread agreement among historians [287, 305] that it is partially derived from
Mechanica problemata. This could be evident enough from suppositions, particularly from supposition S3 , and is suggested by the preface of version P which does
not start directly with the suppositions, as the other treatise attributed to Jordanus
does, but presents an ample discussion from which I refer to the outstanding points:
It is therefore clear that there is more violence in the movement over the longer arc, than
over the shorter one; otherwise the motion would not become more contrary (in direction)
Since it is apparent that in the descent (along the arc) there is more impediment acquired,
it is clear that the gravity is diminished on this account. But because this comes about by
reason of the position of the heavy bodies, let it be called positional gravity in what follows.
For in reasoning in this way about motion, as if the motion were the cause of heaviness
or lightness, we conclude, from the fact that a motion is more contrary (in direction) that
the cause of this contrariety is more contrary that is, that it contains a greater element of
violence. For if a heavy body descends, this occurs by nature; but that its descent is along a
curved path, is contrary to its nature, and hence this descent is compounded of the natural
and the violent. But since, in the ascent of a weight, there is nothing due to its nature, we
have to argue as we do in the case of re, because nothing ascends by nature. For we reason
concerning the ascent of re, as we do concerning the descent of a heavy body; from which it
follows that the more a heavy body ascends, the less positional lightness it has, and therefore
the more positional gravity [171].38 (A.4.11)
Beside the consideration of motion along an arc of a circle with different radii, one
should make note of the explicit introduction of the locution gravitas secundum
situm. Of course the preface of version P does not demonstrate the inuence of the
Mechanica problemata on the derivation of this concept. Perhaps the preface was
added for the sake of completeness by the editor.
36
37
38
p. 82r.
p. 3.
p. 150. Translation in [171].
80
It is not easy to express with a unique term the gravity of position concept. For
downward motion, with a little forcing, the gravity of position can be represented by
the product of the weight (p), considered as an active force multiplied by the (virtual) velocity of sinking (v), mathematically pv (this is essentially what the Arabic
mechanics did). It is difcult to say whether Jordanus would recognize himself in
this representation. In effect he never gave a mathematical expression to gravity of
position. For him it remains a qualitative concept, dened by the more or the less,
which is useful to prove certain assertions but not to furnish numerical laws. Jordanus used the concept of gravity of position, for example, to show that a balance
with different arms and equal weights is not in a horizontal equilibrium but sinks
toward the longer arm, or to show that a balance with equal weights and arms is in
a stable equilibrium conguration. When he needed a mathematical law he used a
different approach, described in the following.
Another issue is raised by historians of science on Jordanus concept of gravity
of position. If gravity is supposed to be a quality, a form of the body, it is possible
to think the gravity could change by varying the disposition of the body with respect
to another body. If instead the gravity is conceived as a force (internal or external)
independent of the position of the body, absolute gravity, it effectiveness can be
greater or lower depending on the resistance of the constraints.
4.2.2 Propositions
After the suppositions, the De ratione continues with forty three propositiones (theorems); Table 4.2 refers to the rst ten (A.4.12). Among them the propositiones
P1 , P2 , P6 , P8 and P10 , dealing expressly with the principles of mechanics, have a
particular relevance. Though the reference treatise is the De ratione (R version), I
will consider also the versions E and P and some comments, by Middle Ages and
Renaissance scholars.
81
P3
P4
P5
P6
P7
P8
P9
P10
Between any heavy bodies, the strengths are proportional to the weights.
When the beam of a balance of equal arms is in the horizontal position, then, if equal weights
are suspended from its extremities, it will not leave the horizontal position; and if it is moved
from the horizontal position, it will revert to it. But if unequal weights are suspended, the
balance will fall on the side of the heavier weight until it reaches the vertical position.
In whichever direction a weight is displaced from the position of equality, it becomes lighter
in position.
When equal weights are suspended from a balance of equal arms, inequality of the pendants
by which they are hung will not disturb their equilibrium.
If the arms of the balance are unequal, then, if equal weights are suspended from their extremities, the balance will be depressed on the side of the longer arm.
If the arms of a balance are proportional to the weights suspended, in such manner that the
heavier weight is suspended from the shorter arm, the weights will have equal positional
gravity.
If two oblong bodies, wholly similar and equal in size and weight, are suspended on a balance
in such manner that one is xed horizontally onto one arm, and the other is hung vertically, and
so that the distance from the axis of support to the point from which the vertically suspended
body hangs, is the same as the distance from the axis to the mid point of the other body then
they will be of equal positional gravity.
If the arms of a balance are unequal, and form an angle at the axis of support, then, if their
ends are equidistant from the vertical line passing through the axis of support, equal weights
suspended from them will, as so placed, be of equal heaviness.
Equality of the declination conserves the identity of the weight.
If two weights descend along diversely inclined planes, then, if the inclinations are directly
proportional to the weights, they will be of equal strength in descending.
4.2.2.1 Proposition I
Table 4.3 refers to different accounts of the proposition I for version E (italic), P
(small caps) and R (A.4.13). Notice that proposition I, at least for versions E and P,
is somehow equivalent to proposition I of the Liber karastonis. Its logical status is
however different; there it was a principle, here it is a theorem. In short Jordanus is
more prudent than Thabit; instead of assuming the proportionality between weight
and velocity notice that now velocity is considered like a well-dened kinematical quantity (see 3.1.1.1) he assumes a weaker statement which asserts only the
monotony between weight and velocity as expressed by the supposition S2 , according to which the greater the weight, the greater the velocity.
82
b
c
The rst part of the above passage proves proposition I as given in version R; the
second part proves what is added in versions E and P.
The text makes quite a direct reference to suppositions S1 and S2 and an indirect
reference to S3 , by assuming vertical paths of weights instead of circular, as Thabit
did. According to suppositions S1 and S2 Jordanus can assume that virtus grows
with weight; he goes ahead and assumes also the additivity with respect to weight.
Additivity is assumed explicitly But the power of the combined weight consists of
the powers of its components. It is assumed implicitly when Jordanus afrms that
the strength of the portion of ab equal to c equals that of c; this means also that posit
39
83
c = a, the residual part of the virtus is that of ab c = b. The nal part of the quoted
passage, Hence the weight ab is to the weight c, as the distance AD is to the distance
CE, and conversely as the distance CH is to the distance AF, is a simple corollary
and, by relating strength and velocity, states the proportionality between weight and
velocity for the downward motion: the weight ab is to the weight c, as the distance
AD is to the distance CE, and the inverse proportionality for upward motion: as
the distance CH is to the distance AF.
The proof of the rst part of proposition I appears clearly circular to a modern
reader and then inconsistent, because it assumes what is to prove. This has been
noticed even by Brown [50].40 The fact that Jordanus did not consider additivity and
proportionality as equivalent notions, as they would be by modern mathematicians,
is probably due to his lack of familiarly with the algebraic calculus.
The proof consists of a reductio ad absurdum. Suppose, says Jordanus, the proportionality between strength and weight is not direct but the ratio of weight to weight
is less than the ratio of strength to strength. Then, with p(.) that means strength, it
follows: (a + b)/a < p(a + b)/p(a) = [p(a) + p(b)]/p(a), but, Jordanus continues,
then (a + b)/b > [p(a) + p(b)]/p(b) = p(a + b)/p(b). In short, at the same time
that the ratio of weight to weight is both less and greater than the ratio of strength
to strength, which is absurd; then the assumption that the ratio of weight to weight
is less than the ratio of strength to strength should be denied. The proof is clearly
too hasty; it is made explicit in the version of the De ratione edited by Tartaglia and
in some writings of Middle Ages commentators, with the aid of proposition 30 of
Euclids Elements book V.41
Even the conclusion, weight and velocity (space) are proportional, is too hasty,
probably because Jordanus had modied the enunciation of proposition I in versions
E and P to arrive quickly at R and he may have not nished his work, deferring
the discussion of the ratio of strength to velocity to a subsequent (not yet existing)
proposition. To note that in the nal and initial parts of the proof of the R version,
distances of descent are associated with velocities, with time implicit. It looks as if a
metric for the velocity has been introduced by measuring it against the space covered
in a given time.
Concerning the upward motion, Jordanuss text leaves one still more bewildered
because of its terseness. Indeed, upward motion is only mentioned in the nal sentence: Hence the weight ab is to the weight c, as the distance ad is to the distance ce,
and conversely as the distance chis to the distance a f , where ch and a f are upward
motions.
Though the proof of proposition I leaves one unsatised, its conclusion is clear.
In the downward motion distance ad and ce covered in an assigned time, are proportional to weights ab and c respectively; in the upward motion, distance a f and ch
40
p. 208.
This proposition states that given four quantities, A, B, H, K, if (A+B)/A > (H+K)/H, then
(A+B)/B< (H+K)/K [221], p. 104, 105. So assumed A = a, B = b, H = p(a); K = p(b), c = a
from (a + b)/c < p(a + b)/p(c) i.e. (a + b)/a < [p(a) + p(b)]/p(a) it follows (a + b)/b > [p(a) +
p(b)]/p(b) = p(a + b)/p(b).
41
84
covered in an assigned time are inversely proportional to weights ab and c respectively. I repeat that these conclusions, particularly the one concerning upward motion, make sense only when the weights are thought to be suspended from the arms
of a balance, where the weight which sinks from one side raises the weight on the
other side. Moreover, the sinking weight which acts as a motive power, must be
taken to be unchanged, at the same distance and with constant velocity. In this way
the result of proposition I can be formulated by asserting that what can raise p at the
height h can raise p/n a at the height nh. This is exactly the formulation of the virtual
work law Duhem considered at the beginning of Section 4.1; the argumentation is
however much more articulated and convincing.
4.2.2.2 Proposition II
Propositio II
When the beam of a balance of equal arms is in the horizontal position, then, if equal weights
are suspended from its extremities, it will not leave the horizontal position; and if it is moved
from the horizontal position, it will revert to it. But if unequal weights are suspended, the
balance will fall on the side of the heavier weight until it reaches the vertical position [171].42
r
z
m
x
c
b
g
k
y
h
t
e
Fig. 4.6. The lever with equal arms
This proposition was carefully considered in the Renaissance, and its conclusion, in Thabits footsteps, that the balance returns to its horizontal position when
removed (stable equilibrium) will be according, to the various authors, conrmed or
denied. For instance Tartaglia agrees with Jordanus; Benedetti claims for unstable
equilibrium (balance assumes the vertical position under perturbation of the horizontal one). Dal Monte is for indifferent equilibrium (balance stays where it is left).
This last position is that accepted by modern mechanics. The problem could not be
solved empirically in the Middle Ages and the Renaissance for various reasons: the
use of systematic experiments to verify a theory was not accepted, the presence of
42
85
imperfection (inequality on masses, friction) made it difcult to read any conclusions, etc.
The rst part of the proposition, equal weights hanging from a balance with equal
arms are equilibrated, rather than being taken as a postulate, is demonstrated in the
same manner as Thabit did, arguing that the two weights are moving with the same
obliquity, so they have the same gravity of position and equilibrate themselves. The
second part is proved by showing that when assuming a position different from the
horizon, the gravity of position of the weight that is lower (b in Fig. 4.6) is less than
the weight that is higher (c in Fig. 4.6) because in a virtual rotation of the balance,
the higher c is lowered more than the lower b, so its gravity of position is greater and
the scale returns horizontally:
Let it now be supposed that the balance is pushed down on the side of b, and elevated
correspondingly on the side of c. I say that it will revert to the horizontal position. for the
descent from c toward the horizontal position is less oblique than the descent from b toward
e. For let there be taken equal arcs, as small as you please, which we will call dc and bg;
and let the lines czl and dmn, and also bkh and gyt, be drawn parallel to the horizontal, and
let fall, vertically, the diameter f rzmakye. Then zm will be greater than icy, because if an
are cx, equal to cd, is taken in the direction of f , and if the line xrs is drawn horizontally,
then rz will be smaller than zm; and since ri is equal to ky, zm will be greater than ky. Since
therefore any arc you please, which is beneath c, has a greater component of the vertical
than an arc equal to it which is taken beneath b, the descent from c is more direct: than the
descent from b; and hence c will be heavier in its more elevated position, than b. Therefore
it will revert to the horizontal position [171].43 (A.4.15)
Note that in the proof Jordanus assumes, rightly in my view, arbitrarily small arcs
because the motion is to be considered at the very beginning. But he does not make
the passage to the limit and consider them as innitesimals the times were not
right and then he fails to notice that in the limit, for innitesimal arcs, vertical
displacements of A and B are equal, then the gravity of their position are equal, then
equilibrium is indifferent. However the reduction to innitesimal motion would lead
to an evaluation of the gravity of position different from that proposed by Jordanus. If
the motion on a given circle with innitesimal displacements is assumed, everything
is going as for nite displacements; gravity of position is maximum at the horizontal
position of the balance and is zero in the vertical position; in an intermediate position
the gravities of the weights are equal and the balance is in equilibrium. But if circles
of different radius are concerned, the consideration of innitesimal displacements
does not attribute the greater gravity, with the same inclination of the lever arm, to
the weights that are on the larger circle. Considering nite displacements instead
enables this attribution. The concept of gravity of position, although interesting and
suggestive, seems to take more than a simple innitesimal reinterpretation in order
to be adopted by modern statics.
43
86
L
l
a
A G
M
E
B
b
e
The proof is clear enough, except for some prolixity when showing the similitude
of triangles. Substantially Jordanus says: suppose, for arguments sake, the balance
is not equilibrated and rises on the left, but this is impossible (absurd) because, for
proposition I, a weight d in D is equivalent to a weight l = b in L symmetric to B,
and the balance should behave as a balance with equal arms and weight, which was
proved in a preceding proposition (proposition P2 ) to be equilibrated.
4.2.2.4 Proposition VIII
Propositio P8
If the arms of a balance are unequal, and form an angle at the axis of support, then, if their
ends are equidistant from the vertical line passing through the axis of support, equal weights
suspended from them will, as so placed, be of equal heaviness [171].45
44
45
87
c
d
m
p
z
r
h
f
ad
k
k
The proof is laborious due to the need of Jordanus to take nite displacements. It is
conducted by reduction ad absurdum, assuming that the balance is moving and by
showing that in this case there is the negation of proposition P1 , whereby a weight
in its descent cannot lift a weight equal to itself, i.e. the absurd.
Note that on this occasion Jordanus compares directly the descent of a heavy
body with its ascent. That is, he rewrites proposition P1 by asserting that if a weight
p descends a distance of h, a weight np will rise a distance of h/n. This fact, not
usually commented on by historians of science, should be kept in mind for a correct
interpretation of the proofs, such as that of proposition P6 , in which one is reduced
to the comparison of raising weights. Here Jordanus reasoning: with reference to
Fig. 4.8, assume by absurdly that the angled lever with two equal weights on the
ends, and placed at the same distance (measured from the vertical) from the fulcrum,
is not in equilibrium, but rotate for example clockwise. The weight at b describes
the arc bm, while the weight at a the arc ax. Then the ascent mp of b would be
greater than the descent tx of a, which is impossible given the equality of a and b
and the proposition P1 . The same applies if the lever rotates counterclockwise, in
this case the ascent would be ln and the descent rh. The reasoning would be easier if
innitesimal displacements could be considered as made in modern formulations, in
which case b would have the same vertical displacement of a, and this is precisely the
condition required for equilibrium. However the arguments developed with the use
of nite displacements enable recognition of both equilibrium and stability, although
this was probably not completely clear to Jordanus.
Let the axis be c, the longer arm ac, and the shorter arm bc and draw the vertical line ceg;
and let the lines ac and be, perpendicular to this vertical, be equal.
[]
For let ag and be be extended by a distance equal to their own length, to k and to z; and on
them let the arcs of circles, mbhz and kxal, be drawn; and let the arcs ax and al be equal to
each other, and similar to the arcs mb and be and let the arcs ay and a f also be equal and
similar. If then a is heavier in this position than b, let it be supposed that a descends to x and
that b is raised to m. Then draw the lines zm, kxy, k f l; and let mp be erected perpendicularly
on zbp, and xt and ed on kad. And because nt is equal to ed, while ed is greater than xt
88
There are hints that Jordanus also knew the general law of the angled lever with unequal weights for which the weights should be in inverse proportion to their distance
from the vertical, but he did not provide the demonstration [171]47 .
4.2.2.5 Proposition X. The law of the inclined plane
Proposito P10
If two weights descend along diversely inclined planes, then, if the inclinations are directly
proportional to the weights, they will be of equal strength in descending [171].48
m
n
g
e
y
x
t
r
b
l
c
The proof of the law of the inclined plane is preceded by proposition P9 (see Table 4.2), for which the gravity of position is constant along an inclined plane. This is
not clear and also it is not clear to me the meaning of the proposition P9 . The proposition seems self-evident. Perhaps a reason could be the assertion that the gravity of
position depends only on the ratio between the length of the plane and its vertical
projection.
The proof is very similar to the one given for the lever. It proceeds by reductio
ad absurdum, replacing the situation of equilibrium of weights e and h placed on
opposite inclined planes dc and dk, to the lifting of weights g = e and h located
on the same side of inclined planes da and dk. Suppose by absurdity that h and e
are not balanced and that, for example, e descends a distance of er and h ascends
a distance of xm. For proposition P1 , g is equivalent to h because the two weights
46
47
48
89
are inversely proportional to the obliquity of the planes and then there is the inverse
proportion between g and h and their ascents zn and xm for an assignment descent
of e, so h on the side ad can be replaced by g on side kd. But e and g have the same
gravity of position and then are balanced, therefore there cannot be motion. Hence
the absurdum.
Let there be a line abc parallel to the horizon, and let bd be erected vertically on it; and
from d draw the lines da and dc, with dc of greater obliquity. I then mean by proportion of
inclinations not the ratio of the angles, but of the lines taken to where a horizontal line cuts
off an equal segment of the vertical. Let the weight e, then, be on dc, and the weight h on da;
and let e be to h as dc is to da. I say that those weights are of the same virtus in this position.
For let dk be a line of the same obliquity as dc, and let there be on it a weight g, equal to e.
If then it is possible, suppose that e descends to l, and draws h up to m and let gn be equal to
it, which in turn is equal to el. Then let a perpendicular on db be drawn from g to h, which
will be ghy; and another from l, which will be tl. Then, on ghy, erect the perpendiculars nz
and mx; and on lt, erect the perpendicular er. Since then the proportion of nz to ng is as that
of dy to dg, and hence as that of db to dk, and since likewise mx is to mh as db is to da, mx
will be to nz as dk is to da that is, as the weight g is to the weight h, but because e does
not sufce to lift g to n, it will not sufce to lift h to m. Therefore they will remain as they
are [171].49 (A.4.18)
5
Italian Renaissance statics
Abstract. This chapter deals with Italian Renaissance mechanics in which the Aristotelian approach with WVLs is joined to the Archimedean without VWLs. The rst
part presents the mechanics of Nicol Tartaglia, who takes as a principle the VWL
associated with Jordanus de Nemores concept of gravity of position. The nal part
shows the mechanics of Galileo Galilei, who uses as a principle the VWL based on
virtual velocities with the concept of moment for which the efcacy of a weight on
a scale is the greater the greater its virtual speed. And shows as a corollary the VWL
based on virtual displacements according to which anything that can lift a weight p
of a height h can raise p/n of nh. In the central part the contributions of Girolamo
Cardano, Guidobaldo dal Monte and Giovanni Battista Benedetti are presented, all
of which somehow refer to a VWL.
In the Middle Ages it was possible to identify in Europe two distinct traditions of
mechanics; the science of weights, in particular that of Jordanus Nemorarius, and
the philosophy of motion. Alongside these theoretical traditions there was the task
of practical mechanicians somehow continuing the tradition of the Roman period.
In the XVI century there was a recovery of the ancient knowledge and Jordanus
tradition is seconded by the Hellenistic, Aristotelian (Mechanica problemata) and
Archimedean traditions [298, 296].
The postclassical tradition of the Mechanica problemata is a typical phenomenon
of Renaissance, as it was practically unknown during the Middle Ages. However
at least a Greek manuscript dating from the twelfth century survived, which testies that the text was potentially accessible to Medieval philosophers. Few of the
Hellenistic writings reached Europe. The Mechanica by Hero of Alexandria was
known for sure in an Arabic translation only in the XVII century. Renaissance mathematicians had access to it through some epitome contained in Pappus Book 8 of
the Mathematical collections (which remained in manuscript form until 1588) and
Book 10 of Vitruvius De architectura. There is however at least a clue that some
knowledge of Heros text should exist in the Renaissance; indeed Nicola Antonio (or
Colantonio) Stigliola referred to in his book De gli elementi mechanici a treatment
92
of the inclined plane substantially equivalent to that of Hero [219].1 Heros other
two manuscripts were also known, the Pneumatica and the Automata, that were objects of translations and comments. Very important from a technological point of
view, they were lacking theoretical arguments on mechanics. For the Archimedean
tradition, considerations similar to that of the Mechanica problemata hold good, for
some of his manuscripts were known in the Middle Ages, in Greek and Latin, but
they had no impact in mechanics and mathematics. Archimedes ideas spread in the
Renaissance thanks to Tartaglias editions of Moerbekes Latin translation of books
on the centre of gravity and on oating bodies [222].
According to Drake [298, 296] in Italy, the leading nation of the period, there
were two main schools in mechanics, sharing one or more of the traditions mentioned
above. The North one, formed by Giovanni Battista Benedetti (Venice, 15301590),
Nicol Tartaglia (Brescia, 1499?-1557), Girolamo Cardano (Pavia, 15011576). The
Centre one, formed by Federico Commandino (Urbino, 15091575), Guidobaldo dal
Monte2 (Pesaro, 15451607), Bernardino Baldi (Urbino, 15531617). The school of
the North would be more interested in practical issues, which require the study of
motion and that is why they focused on Jordanuss or Mechanica problemata instead
of Archimedean mechanics devoid of any reference to kinematics.
There are, however, differences and difculties in this classication scheme.
Tartaglia was critical to the setting of the Aristotelian Mechanica problemata, and
appreciates Jordanus. Cardano followed the Mechanica problemata, and more generally the physics of Aristotle. Benedetti did not accept the approach of the Mechanica
problemata, nor that of Jordanus, but tended to follow Archimedes, at least for what
concerns the study of equilibrium. In the Centre, next to the strictly Archimedean of
Commandino approach, one must register the approach of dal Monte that showed a
certain appreciation to Mechanica problemata and that of Bernardino Baldi, who
also was a follower of Mechanica problemata but perhaps less attentive to the
Archimedean approach, though he made use of the theory of centres of gravity in
statics.
This partition in schools has to be mitigated and integrated considering the succession of generations and the dissemination of the various texts on mechanics and
mathematics (see Tables 5.1, 5.2). It is undeniable that there was a close correlation between the professional or mathematical culture and the preference toward
Archimedean mechanics. In the North, for various reasons, there was less attention paid to Archimedes, not only because of a greater emphasis devoted to practical aspects and motion, but also because of the lake of cultural tools (mathematical) to appreciate the mechanics of Archimedes. Tartaglia was certainly a talented
mathematician, but more for his intelligence and originality than for education.
The same applies to Cardano. Benedetti, a generation after, was able to read more
1
p. 41. According to Romano Gatto it is probable that during the Middle Ages at least a Greek copy
of the Mechanica survived [326] because in Montfaucons Bibliotheca bibliothecarum manuscriptorum [172], p. 472, it is attested the presence among Libri Greci of the title Heronis Mechanica,
& alia multi quae rare reperiuntur. According to Gatto however Stigliola had no direct access to
Hero, but he read Leonardo da Vinci [325], p. 300.
2 For the spelling of dal Montes name see [305], vol. 2, p. 351.
93
easily Archimedean texts, which were published in Italian too, and to appreciate
Archimedes mechanical side. In central Italy the same was true of Bernardino Baldi,
who certainly did not have the mathematical training of Commandino or dal Monte,
although he was essentially a contemporary of Galileo.
From the schema outlined above, scholars of southern Italy, Francesco Maurolico (Messina, 14941575), Nicola Antonio Stigliola (15461623) and Luca Valerio (Napoli, 15531618) remain on the outside. All were expert mathematicians,
followers of Archimedes in mechanics and as such less interesting from my point
of view. An in depth study of the southern Italy school is due to Romano Gatto
[323, 324, 325, 125]; see also [367].
The Aristotelian text Mechanica problemata already presented in Chapter 3, was
of considerable importance in the Renaissance. By its nature it was able to mobilize
people of different backgrounds, humanists interested in the philosophical aspect and
mathematicians and engineers interested in its theoretical and technological content.
There is agreement that the Mechanica problemata as such remained without direct
inuence from the decline of Hellenistic science until the Greek revival of the Renaissance. Latin writers of the Middle Ages who encountered the Greek text were
insufciently impressed by it to continue the discussion.
1543
1551
1558
1570?
1565
1588
Archimedean texts
Opera Archimedis. Tartaglia
De insidentibus aquae. Tartaglia (in Italian)
Archimedis opera non nulla. Commandino
Momenta omnia mathematica. Maurolico (published 1685)
Archimedis De iis quae vehuntur in aqua libri duo. Commandino
In duos Archimedis aequeponderantium libros paraphrasis. Dal Monte
94
Title
Opuscola. Venetia
The XV century saw the rapid multiplication of Greek copies. The beginning of
the XVI century saw two important Latin translations by two humanists. The rst
was due to Vittore Fausto (14801511), but the most largely circulating copy was
the second translation by Niccol Leonico Tomeo (14561531). Table 5.2 reports
a quite exhaustive list of the translations and commentaries of the Mechanica problemata.
In the course of later development, the Mechanica problemata gave way to more
sophisticated mathematical treatment of the problems discussed qualitatively in it.
There were also vernacular versions, a very important one being by Oreste Vannocci
Biringucci (15581585), the nephew of the homonymous author of De la pirotechnica), encouraged in the translation enterprise by Alessandro Piccolomini (1508
1579) who felt an Italian translation of Mechanica problemata to be necessary so
that also engineers could prot from it. Highly original additions were offered lastly
by Bernardino Baldi. The background of merging of humanist with practical concerns is traceable primarily to the emergence of architecture as a distinguished profession in the XV century, and particularly with the revival of interest in the text
of Vitruvius, and the engineering treaties by (Taccola and) Francesco di Giorgio
Martini.
95
96
for the opportunity offered by his copious notes to follow the maturation of various
scientic concepts [292]. The difculty of analyzing the role of Leonardo is also due
to the nonexistence of an organic edition of his works. In this situation I preferred to
not refer to Leonardos contribution to the development of the law of virtual work,
which is however probably also important.
The explanation does not refer to the lever and is substantially the same as Heros,
based on simple considerations of equilibrium. Barbaro however did not know Hero
and probably not even the works of Pappus of Alexandria that had not yet been
published by Commandino.
Buonaiuto Lorini is at least a generation younger than Barbaro, and then he was
able to read the latest developments in mechanics, of dal Monte certainly, but perhaps also of Cardano and Benedetti, of whom I shall speak below. In Book V of
his Forticationi Lorini shows both the mechanics of simple machines, with some
theoretical considerations, and the complex construction equipment for lifting heavy
weight, earth and water. He quotes Hero, Archimedes and Guidobaldo dal Monte.
In particular, unlike Barbaro he refers the operation of the pulley to the lever, as
dal Monte did. An interesting reference is to a law of virtual work for which, to a
greater ratio of weight and power, there corresponds a greater ratio of the motion of
the power with respect to that of the weight:
The secret of all the inventors of mills and other machines is to look for, just like you said,
to accompany force with speed, a really difcult thing, because since the same power has to
multiply into many, which one after another may lift, or carry a load, it is necessary that the
time it is multiplied likewise, as for example it would be if you were to carry a weight of
one thousand pounds from one place to another, through the sheer force of one man, which
shall take only a part, that will be fty pounds [163].6 (A.5.2)
5
6
p. 446.
p. 238.
97
Fig. 5.1. The simple machines of Daniele Barbaro (reproduced with permission of Biblioteca Centrale della Facolt di Architettura of Universit La Sapienza, Rome)
98
By virtus of a heavy body is understood and assumed that power which it has to
tend or go downward, as also to resist the contrary motion which would draw it
upward.
Denition IV
Bodies are said to be of equal virtus or power when in equal times they run
through equal spaces.
Denition XIII
A body is said to be positionally more or less heavy than another when the quality
of the place where it rests and is located makes it heavier [or less heavy] than the
other, even though both are simply equal in heaviness.
Denition XIV
The heaviness of a body is said to be known when one knows the number of
pounds, or other named weight, that it weighs.
Denition XVII The descent of a heavy body is said to be more oblique when for a given quantity
it contains less of the line of direction, or of straight descent toward the centre
of the world.
Petition II
Likewise we request that it be conceded that that body which is of greater power
should also descend more swiftly; and in the contrary motion, that is, of ascent,
it should descend more slowly - I mean in the balance.
Petition III
Petition VI
After denitions, petitions follow, which to Tartaglia are those propositions that
should be asked the opponent being accepted for the conduct of the demonstrations
(they are then postulates). Notice that the second petition is linked to the fourth
denition, comparing power with speed, both for downward and upward motions.
Here he used the word power, which in the fourth denition was identied with
virtue.
5.2.2 Propositions
Tartaglia considers fteen propositions (theorems), some of them are shown in Table 5.4 [298, 223]. (A.5.4)
99
The ratio of size of bodies of the same kind is the same as the ratio of their power.
The ratio of the power of heavy bodies of the same kind and that of their speeds (in descent)
is concluded to be the same; also that of their contrary motions (that is, of their ascents) is
concluded to be the same, but inversely.
III If there are two bodies simply equal in heaviness, but unequal positionally, the ratio of their
powers and that of their speeds will necessarily be the same. But in their contrary motions
(that is, in ascent) the ratio of their powers and that of their speeds is afrmed to be inversely
the same.
IV The ratio of the power of bodies simply equal in heaviness, but unequal in positional force,
proves to be equal to that of their distances from the support or centre of the scale.
V
When a scale of equal arms is in the position of equality, and at the end of each arm there
are hung weights simply equal in heaviness, the scale does not leave the said position of
equality; and if it happens that by some other weight [or the hand] imposed on one of the
arms it departs from the said position of equality, then, that weight or hand removed, the
scale necessarily returns to the position of equality.
VI Whenever a scale of equal arms is in the position of equality, and at the end of each arm are
hung weights simply unequal in heaviness, it will be forced downward to the line of direction
on the side where the heavier weight shall be.
VII If the arms of the scale are unequal, and at the ends thereof are hung bodies simply equal in
heaviness, the scale will tilt on the side of the longer arm.
VIII If the arms of the balance are proportional to the weights imposed on them, in such a way
that the heavier weight is on the shorter arm, then those bodies or weights will be equally
heavy positionally.
XIV The equality of slant is an equality of [positional] weight.
XV If two heavy bodies descend by paths of different obliquities, and if the proportions of inclinations of the two paths and of the weights of the two bodies be the same, taken in the same
order, the power of both the said bodies in descending will also be the same.
Before going into the validity of the proof of the various propositions, I want to
stress Tartaglias ideas. He found in Jordanuss writings two possible principles of
statics, one based on the concept of gravity of position, the other on the capability
of a weight to lift another. According to my interpretation, Jordanus used both, the
rst for qualitative proof, the second to establish mathematical relations. Tartaglia
makes instead a choice and decides to base his mechanics only on the gravity of
position. This notwithstanding, he maintains a trace of Jordanus ideas and to state
the equilibrium of a lever or an inclined plane considers the equivalence of weight
disposed on the same side and not on the opposite.
Tartaglia reconsiders Jordanus original proposition II by splitting it into three
propositions and modifying in part the conclusion. In the rst proposition he
proves that greater weights have greater power. In the second that speed and power
are in the same proportion in downward motion and in the inverse proportion in upward motion. In the third proposition that speed and weight are in direct proportion
in downward motion and in inverse in upward motion. In the fourth proposition
he proves that the power of weights is proportional to their distances from the fulcrum.
100
In his proposition I, Tartaglia assumes bodies of the same material but different size,
so there is no doubt on the meaning of the proposition. He takes for granted, even
if not explicitly stated in his petitions, that a heavier body has more power than a
lighter. Tartaglia reproduces the framework of proof of proposition II of Jordanus,
making it more clear. But there are still some points not acceptable to a modern
reader. Without specifying exactly what it is and how to measure the power of a
body, Tartaglia accepts additivity: the power of a body is given by the sum of the
power of its parts. Like Jordanus, he does not notice, however, that in this way he
takes for granted what he wants to prove (see 4.2.2.2). A modern reader is bafed
by the almost miraculous demonstration such as Tartaglias, as would be that of
Jordanus. There is the impression that with this way of reasoning one can prove
anything, for example, that beauty is proportional to size.
101
Tartaglias proof of his proposition II is based on the same reasoning. This time
things are slightly clearer because the denitions third and fourth and petition second, connect somehow power and speed, in particular they argue that it has a higher
speed if there is a higher power. The rst part of proposition II, that bodies fall
down with speeds proportional to their size, is proved with arguments similar to that
used in proposition I. Additivity of speed with power is assumed and proportionality demonstrated. To demonstrate the inverse relationship between power and speed
Tartaglia assumes that the resistance to upward motion is proportional to the power
of the body. So that power that will barely t in the other arm to lift the body AB,
will be sufcient to lift faster the body C and the relationship of speed of C to AB
is that of ED to F (Fig. 5.2). From propositions I and II follows the proportionality
(direct or inverse) between weight (size) and speed.
The logical status of proposition III is not clear; to a modern reader it seems an immediate consequence of propositions I and II, however, a demonstration is proposed
by following exactly the arguments of proposition I. In proposition IV Tartaglia
aims to quantify the concept of gravity of position, at least for bodies connected to
the arms of a balance. The proof again follows the same line of argument, with some
more difculty. Tartaglia seems to make the assumption that the sum of distances
corresponds to the sum of weights.
5.2.2.2 The law of the lever
With proposition IV the demonstration of the law of the lever should be immediate,
it would sufce to argue that the two weights at each end of the lever are equal
102
H
F M
103
H
Z
Y
T
Vol. 1, p. 121.
vol. IV, pp. 321232.
10
R
B
L
C
104
Proposition XV
If two heavy bodies descend by paths of different obliquities, and if the proportions of inclinations of the two paths and of the weights of the two bodies be the same, taken in the same
order, the power of both the said bodies in descending will also be the same.
[]
Then let the letter E represent a heavy body placed on the line DC, and the letter H another
on the line DA, and let the ratio of the simple heaviness of the body E to that of the body
H be the ratio of DC to DA I say that the two heavy bodies in those places are of the same
power or force. And to demonstrate this, I draw DK of the same tilt as DC, and I imagine
on that a heavy body, equal to the body E, which I letter G, in a straight line with EH, that
is, parallel to CK. [] Also the ratio of MX to NZ will be as that of DK to DA; and (by
hypothesis) that is the same as that of the weight of the body G to the weight of the body
H, because G is supposed to be simply equal in heaviness with the body E. Therefore, by
however much the body G is simply heavier than the body H, by so much does the body H
become heavier by positional force than the said body G, and thus they come to be equal
in force or power. And since that same force or power that will be able to make one of the
two bodies ascend (that is, to draw it up) will be able or sufcient to make the other ascend
also, [then], if (for the adversary) the body E is able and sufcient to make the body H
ascend to M, the same body E would be sufcient to make ascend also the body G equal to
it, and equal in inclination. Which is impossible by the preceding proposition. Therefore the
body E will not be of greater force than the body H in such place or position; which is the
proposition [223].11 (A.5.7)
105
A
F
G
H
P
O
N
B
E
S
U
R
Q
Statics is dealt with in the last part of the De subtilitate [54] rst book, with
some other considerations scattered elsewhere. Other considerations on statics are
in De opus novum de proportionibus [56]. In the following I will comment mainly
on Cardanos considerations of the balance.
5.3.1 De subtitilate
The text of the De subtilitate where Cardano discusses the effectiveness of the
weights placed on the arms of a balance is difcult to read because it is not always
entirely consistent. The aim is to comment on issue 2 of Mechanica problemata, in
which Aristotle discusses the stability of the scale with fulcrum above or below the
beam. Cardano speaks about a balance CD hanging in A, as shown in Fig. 5.5:
Next we must consider weights that are placed upon a balance. Let there be a balance whose
point of suspension is at A, let the point where the arms of the beam are joined be B, and let
the beam be CD. It is clear that CD moves about B as a xed centre, because CD cannot be
separated from B. Let the angles ABC and ABD be right angles [54].13 (A.5.8)
But then he develops all his considerations as if the balance were hanging in B. He
compares the effectiveness of the same weight p placed respectively in F and C to
conclude that it is heavier in C. He argues the conclusion in two ways, for the rst
way he refers to qualitative considerations based on common experience, mainly on
the evidence that weights more distant from the fulcrum are more effective:
I say that a weight placed at C (the beam being in the horizontal position CBD) will be
heavier than if the beam were put in any other position, as, for instance, with the end of the
beam at F [...], therefore, I shall show by two arguments that this happens when the weight
and beam are placed at C rather than at F []. The rst of these arguments may be explained
in this way. It is clear that, in steelyards and in those instruments which raise weights, the
farther the weight is from the point of suspension, the heavier it seems [] it is also clear
that, the farther the balance-arm descends toward C from A, the heavier the weight becomes
13
p. 23.
106
and, therefore, the more swiftly it moves; but, for the opposite reason, in the movement
from C toward Q, the weight is lighter and the motion is slower a fact which is proved by
experience [54].14 (A.5.9)
The second way of argument is more complex, it refers to the principles of Aristotelian physics and is quantitative in nature. To bring coherence to the argument
of Cardano one should refer instead of a balance in two different positions (FR and
CD), to points C and F of a circle, describing equal arcs in equal times. With simple
geometrical considerations Cardano shows that for a given rotation of the circle, the
point F describes a path OP, measured on the vertical line, less than that BM of C,
and then it moves with a less vertical velocity. The greater velocity of C with respect
to F leads to the conclusion that the weight p is more effective (heavier) in C then
in F.
Cardanos reasoning is different from that of all his predecessors, particularly
of Tartaglia, although it is similar. He seems to refer to the law of virtual work of
Thabit, reported in Chapter 4, for which the effectiveness, or force, of a weight is
measured by (is proportional to) its virtual velocity. The difference is that Thabit
considers motions along arcs, Cardano vertical motions.
The second argument may be demonstrated as follows: Let the arc CH be laid off equal to
the arc CE [] therefore, BN is greater than OP, and, because of this, BM is greater than
OP. Now, while the end of the beam is moved from C to E, the weight descends through
the distance BM and is thus brought closer to the centre than it was at C. While the beam is
moved through the length of the arc FG, the weight descends through OP. And BM is greater
than OP. Now, supposing that in equal times this weight passes from C to E and from F to
G, it descends still more quickly from C than from F; therefore, it is heavier at C than at F
[emphasis added] [54].15 (A.5.10)
Cardano closes his argument by asserting that from above it is not difcult to see
how the balance is stable with the fulcrum over and unstable with the fulcrum below
[54].16 In fact Cardanos conclusion is not clear, although it can be inferred easily
from the conclusions reached by him when the balance has the fulcrum in B. In fact,
taking for example the fulcrum in A one sees that if the two weights are not at the
same level, the higher will be more effective than the lower and the balance will
return with weights at the same level.
Cardano returns to problems of statics in other books of the De subtilitate, particularly interesting are the considerations on the block and tackle:
The fourth example of subtilitates is the block and tackle. But because the ratio of times is
as that of powers, [the boy] will pull four times more slowly with two pulleys, six times with
three pulleys [...] so it will happen that the boy in a hour will pull just the same weight with
the pulley that a man, six times more strong, being above, can pull on the spot with a single
rope [54].17 (A.5.11)
Notice that also Cardano, like Hero, speaks about time instead of space.
14
15
16
17
107
b
m
p o
n
g
i
d
k
18
19
p. 63.
p. 34.
108
p. 32.
109
correct proof of the inclined plane for the incorrect one by Pappus of Alexandria.
Which brought upon the blame, among others, of Evangelista Torricelli [233].21
Although the Mechanicorum liber on the one hand had given up the fertility of
Jordanuss approach, based on the concept of gravity of position and a law of virtual
work, playing in some way a conservative role, it expanded the scope of mechanics.
The medieval science of weights, in which attention was focused on demonstrating
the law of the lever, is led back to the Greek tradition of mechanics as a science of
machines, inuenced in this by the Mechanica problemata, but especially by Heros
approach, then known only through the work of Pappus of Alexandria.
Is still unclear the role that dal Monte gives to the centre of gravity for a system of
bodies. On the one hand the bodies are taken individually, subject to gravity converging toward the centre of the world, on the other hand, the gravity is considered
to be concentrated in the centre of gravity of the whole, which is determined by
the Archimedean rules. It should be noted that dal Monte, with many other mathematicians of the time, will denitely realize that, from a practical point of view,
to consider the lines of action of gravity parallel to each other or to consider them
converging to the centre of the world did not matter much, nevertheless he believed
that, to establish the reality of things, one could not accept this approximation.
vol. 3, p. 439.
p. 1. Translation in [298]. Notice that the second denition is the same as that referred to in 3
by Hero.
22
110
Plate 2. The two editions of dal Montes Mechanics (reproduced with permission, respectively,
of Biblioteca Guido Castelnuovo, Universit La Sapienza, Rome, and of Biblioteca Alessandrina,
Rome)
for his centre of gravity C as shown in Fig. 5.7a, clearly stating that it is in neutral
equilibrium:
A balance parallel to the horizon, having its centre within the balance and with equal weights
at its extremities, equally distant from the centre of the balance, will remain stable in any
position to which it is moved.
[]
I say, rst, that the balance DE will not move and will remain in that position Now since
the weights A and B are equal, the centre of gravity of the combination of the two weights A
and B will be at C. Hence the same point C will be the centre of gravity of the balance and
of the whole weight. And since the centre of gravity of the balance, C, remains motionless
while the balance AB together with the weights moves to DE, the centre of gravity is not
moved [88].23 (A.5.14)
According to dal Monte, Jordanus, Cardano and Tartaglia, who assumed a stable
state of equilibrium for the horizontal scale, were wrong and even went against
Archimedes:
Now since they say that the weight placed at D is heavier in that position than is the weight
placed at E in its lower position, then, when the weights are at D and E, the point C will no
longer be their centre of gravity, inasmuch as they would not be stable if suspended from
C. But that centre will be on the line CD, by Archimedes, On Plane Equilibrium, 1.3. It will
not be on CE, the weight D being heavier than the weight E; let it therefore be at H, from
which, if they were suspended, the weights would remain stationary. And since the centre
of gravity of the weights joined byAB is at the point C, but that of those placed at D and E
23
111
F
D
H
C
C
H
O
E
E
a)
G
b)
T
K
Fig. 5.7. Equilibrium in the balance with equal arms and weights
is the point H, when the weights A and B are moved to DE, the centre of gravity C would
be moved toward D and would approach closer to D, which is impossible. For the weights
remain the same distance apart, and the centre of gravity of any body stays always in the
same place with respect to that body [88].24 (A.5.15)
His searches were picky, but not as rigorous as he claims, in an attempt to refute the
views of Jordanus. With reference to Fig. 5.7a he starts by underlining the weakness of Jordanus claims that the weight is heavier in D than in E, recovering and
improving the limit analysis of the gravities of position in D and E, when the spaces
covered become very small.
Things being taken as before, and from the points D and E the lines DH and EK being drawn
perpendicular to the horizon, let there be taken another equal circle LDM, with centre N,
which is tangent to the circle FDG at the point D.[] But the ratio of angle MDH to HDG is
smaller than any other ratio that exists between greater and smaller quantities; therefore the
proportion of the weights at D and E will be the smallest of all possible ratios, or, rather, will
not be a ratio at all. [] we shall nd ratio diminishing ad innitum, and it follows thus that
the ratio of the weight placed at D to that at E is not so small that one innitely less cannot
be found. And since the angle MDG can be divided in innitum, so also one may divide in
innitum the excess of weight which D has over E [88].25 (A.5.16)
He sets out very clearly the view of the school of Jordanus that the weight in D, in
Fig. 5.7a, is heavier than that in E but of a very small amount. Indeed with reference
to Fig. 5.7b where the portion of circle passing from E is redrawn in D as LDM,
it is possible to see that the mixed angles HDG (the obliquity of D) and MDH (the
obliquity of E) differ by an angle that is small as one likes, in particular, smaller than
any angle bounded by straight segments. The challenge of this statement is showing
that there are countless angles whose difference with the angle HDG tends to zero. So
the gravity of the weight in D is equal to that of the weight in E, and the equilibrium
is indifferent.
24
25
112
Then dal Monte shows, paradoxically, that if one followed the reasoning of Jordanus, assuming that the forces of weights converge toward the centre of the world
(or earth), then the weight in E would be heavier than the weight in D, because the
angle ODS (the obliquity of D) is greater than TES (the obliquity of E), and then the
balance should assume a vertical direction rather than return to a horizontal position
(Fig. 5.8a).
The arguments of dal Monte against the concept of gravity of position continue;
for him it is an ill dened concept and its quantication depends on the size and
arrangement of the arcs that are considered, a hiatus with the preceding argument
where innitesimals were spoken of:
For the weight placed at L would move freely toward the centre of the world along LS, and
the weight at D along DS. But since the weight at L weighs wholly on LS, and that at D
on DS, the weight at L will weigh more on the line CL than that at D on DC. Therefore the
line CL will more sustain the weight than the line CD; and in the same way, the closer the
weight is to F, it will be shown for this reason to be more sustained by the line CL, since
the angle CLS is always less, which is obvious. For if the lines CL and LS should come
together, which would happen at FCS, then the line CF would sustain the whole weight that
is at F and would render it motionless, nor would it have any tendency to descend [gravezza]
along the whole circumference of the circle [88].26 (A.5.17)
Dal Monte maintains with Jordanus, that the gravity position is greater where the
descent path is closer to the line joining this point with the centre of the world.
According to this logic and with reference to Fig. 5.8b the point where the gravity
of position is greater is O and not A. Dal Monte justies this greater propensity
because the arm of the balance offers the least resistance. That is, in modern terms,
26
113
D
C
M
B
H
S
Fig. 5.9. Indifferent equilibrium of the balance with equal arms and weights
instead of directly recognizing that there is a greater tendency to fall down because
the component of weight is greater, he says there is a greater tendency because there
is minor resistance.
With an argument closely related to his idea of gravity, dal Monte proves once
again that the equal weights placed in E and D at the ends of the balance of Fig. 5.9 are
equally heavy and that the balance remains stationary (indifferent equilibrium) in the
position DE. It is one thing, he says, to consider the weights in D and E separately,
in which case they would move to S along DS or ES respectively; the other is to
consider them together, so their centre of gravity would move to S along CS, while
the weights in D and E along DH and EK, as shown in Fig. 5.9. But since C cannot
sink, the weights remain at their place, D and E.
If the weight placed at E is heavier than the weight placed at D, the balance DE will never
remain in that position, as we have undertaken to maintain, but it will move to FG. To which
we reply that it makes a great deal of difference whether we consider the weights separately,
one at a time, or as joined together; for the theory of the weight placed at E when it is not
connected with another weight placed at D is one thing, and it is quite another when the
weights are joined in such a way that one cannot move without the other. For the straight and
natural descent of the weight placed at E, when it is without connection to another weight,
is made along the line ES; but when it is joined with the weight D, its natural descent will
no longer be along the line ES, but along a line parallel to CS. For the combined magnitude
of the weights E and D and the balance DE has its centre of gravity at C, and, if this were
not supported at any place, it would move naturally downward along the straight line drawn
from the centre of gravity C to the centre of the world S until C reached S. [] But if the
weights E and D are joined together and we consider them with respect to their conjunction,
the natural inclination of the weight placed at E will be along the line MEK, because the
weighing down of the other weight at D has the effect that the weight placed at E must
weigh down not along the line ES, but along EK. The same is true of the weight at E; that is,
the weight at D does not weigh down along the straight line DS, but along DH, both of them
114
being prevented from going to their proper places [...].Thus the descent of the weight at D
will be equal to the rise of the weight at E, and the weight at D will not raise the weight at
E. From which it follows that the weights at D and E, considered in conjunction, are equally
heavy [88].27 (A.5.18)
The rst chapter ends with a study of unequal arm balance treated according to the
Archimedean approach. In the sense that the equilibrium of the balance is guaranteed
if it is suspended from its centre of gravity, which as demonstrated by Archimedes
divides the beam of the balance in parts inversely proportional to the weights.
In the second chapter, Della leva, dal Monte examines the lever as if it were something different from the balance. Probably the reason for this apparent duplication
of treatment, in addition to the somewhat pedantic writing, comes from the fact that,
besides the weight that is to be raised, it is considered also a muscle force. This force
in the limit might not be vertical, but simply perpendicular to the lever arm; an examination of the text does not completely dissolve the ambiguity, made even greater
by the fact that in the drawings the points of the lever to which the force is applied
are identied only by letters and the direction of the force is never highlighted.
Fig. 5.10. The simplest example of block of pulleys (reproduced with permission of Biblioteca
Alessandrina, Rome)
A particularly interesting chapter is the third, dedicated to the block and tackle which
were of great signicance in applications for the lifting of heavy weights, especially
in construction. The theory of a block of pulleys had never been treated with clarity in
the modern era, in particular, their study was not addressed by Jordanus. Dal Monte,
following the suggestion of the Mechanica problemata refers the operation block of
pulleys to the lever. I will return to this point in Chapter 7, which shows Descartes
criticisms of dal Montes demonstration.
In the last two chapters, devoted respectively to the wedge and the screw, dal
Monte refers to the famous Pappus demonstration of the inclined plane, by fully ac27
115
cepting it. The reason for this acceptance must be sought in the fact that this demonstration tted with his reductionist attempt to reduce all the machines to the lever.
The proof of Jordanus would have been ignored by dal Monte even had he considered it as correct, but this was not the case, because he assumed a different principle.
D
Fig. 5.11. The shaft with the wheel
Let there be the lever AB with its fulcrum C, and let the weight D be attached at the point
B, and let the power at A move the weight D by means of a lever AB. Then the space of the
power at A is to the space of the weight as CA is to CB.
But let there be the lever at AB, whose fulcrum is B, and the moving power is at A and the
weight at C; I say that the space of the moved power to the space of the weight carried is as
BA to BC [88].28 (A.5.19)
But dal Monte does not give importance to this fact and he is ready to deny it is true
and therefore not worthy of being engaged in laws of mechanics.
Corollary
From these things it is evident that the ratio of the space of the power which moves to the
space of the weight moved is greater than that of the weight to the same power. For the
space of the power has the same ratio to the space of the weight as that of the weight to the
power which sustains the same weight. But the power that sustains is less than the power
that moves; therefore the weight will have a lesser ratio to the power that moves it than to
the power that sustains it. Therefore the ratio of the space of the power that moves to the
space of the weight will be greater than that of the weight to the power [88].29 (A.5.20)
28
29
116
Dal Monte basically says that although the kinematic analysis indicates that the distances traveled by the weight and power in equilibrium are inversely proportional to
them, in practice one must take into account that when the weight is moving it is not
in balance and the power must be a bit greater than that necessary for the equilibrium
and thus the ratio of the distance traveled by the weight and that of power will be
greater than the ratio between strength and weight.
To justify this fact Benedetti refers not to the greater ease of motion and thus to
greater virtual velocity, but rather to a greater or lesser resistance offered by the arm,
considered as a constraint for the motion. The same argument used by dal Monte in
his Mechanicorum liber. For Benedetti the more the slope, the greater the effect of
the constraint:
30
e
M
117
118
t
b
a
o
a
i
t
e
c
c
Curious, to say the least, is the way in which Benedetti explains in Chapter 4 of the
Diversarum speculationum the reason of the different effectiveness of two forces
which are at different distances from the fulcrum of a lever. Somehow repeating the
reasoning above, and at the same time denying it. In essence he argues that one must
consider the lever as a solid body and not as a rod, as shown in Fig. 5.14. The force
applied in n shall weigh more on the fulcrum compared to the force applied in u,
because the line ni is closer to the vertical than ui, it will therefore be less effective.
e
119
of the most interesting is relative to the analysis of the balance with equal weights
and arms. For Tartaglia the balance has the horizon as position of stable equilibrium.
For Benedetti instead, the equilibrium was unstable. First he proves that Tartaglias
argumentation is fallacious given his premises, i.e. the parallelism of gravity actions.
In such a case the gravity of position for the weights a and b of Fig. 5.1535 should
be the same:
k
m
i b
x
l
z
c
s
a v
d
f
r
t
Benedetti believes that the reasoning of Tartaglia (and Jordanus) is not consistent
because he regards the two weights a and b as if they were independent and both
could move downward. They are in fact constrained by the beam ab and when one
of them falls the other rises. So it should be compared the paths il and vs, which have
the same vertical projections xy and d j respectively.
But the reasoning of Tartaglia, according to Benedetti, is wrong in the merit too,
because the lines of action of gravity are not parallel but converging toward the centre
of the world u. With reference to Fig. 5.16, consider with Benedetti the balance
aob displaced from the horizontal position. Assuming the two weights a and b have
the same absolute gravity, their efcacy depends on the distances of their line of
action, respectively ao and bo from the fulcrum o. For the weight a the distance is
represented by ot for the weight b by oe, and it is simple to prove that ot > oe. Then
the gravity of weight a is greater than that of weight b, and the balance is going to
tilt up the vertical position, i.e. the horizon is an unstable equilibrium position.
Benedetti closes the chapter criticizing the (correct) solution given by Tartaglia
on the inclined plane, saying it is worthless without specifying the reason.
35
36
120
s
o
e
t
a
u
Fig. 5.16. Unstable equilibrium for the balance with equal arms and weights
121
The concept is taken up and elaborated in the Discorso intorno alle cose che stanno
in su lacqua:
Moment for mechanics, means that virtue, that force, that effectiveness with which the motor
moves and the mobile resists [emphasis added], a virtue which depends not only on the
simple gravity, but on the speed of motion, from the different angles of the spaces over
which the motion is made, because a heavy body makes more impetus in a very inclined
space than in one less inclined.
The second principle [the rst was that equal weights with equal speed have equal forces and
moments] is, that the moment and the force of gravity is increased by the speed of motion so
that absolutely equal weights, but combined with unequal velocities, are of force, moment
and virtue unequal, and the fastest is more powerful, according to the proportion of its speed
to the speed of the other. Of this we have a very suitable example in the balance with unequal
arms, where absolutely equal weights do not press and are not equally strong, but that which
is at the greatest distance from the center, around which the balance moves, sinks and raises
the other, and it is the motion of ascending fast, the other slow: and such is the force and
virtue that the speed of motion gives to the mobile that receives, and it can compensate as
much weight as added to the other mobile; so that if one arm of a balance were ten times
longer than the other, in order to move the balance around its middle, the end of that passed
ten times more space than the end of this, a weight placed at the greater distance can sustain
and equilibrate another ten times heavier than itself, and this because, moving the balance,
the lower weight will move ten times faster than the other [115].38 (A.5.28)
From the reading of passages quoted above it is clear as Galileo espouses the view
that the downward velocity of a heavy body increases its efcacy or force to go
down while the upward velocity increases its resistance to be lifted. His conception
is rather uncommon in statics and differs from dal Monte and Benedettis who instead believed that there was no increase of force due to velocity, but only a greater
velocity due to lower resistance of constraints. It also differs from Jordanuss concept of gravity of position, measured by the rate of possible descent, i.e. a purely
geometric motion therefore not increasing the force or the resistance of weights.
Galileo tried without success to provide a measure of the static force equivalent
to the increase of the effectiveness of a weight with his speed in the last section
37
38
122
of Le mecaniche and during the sixth day added to the Discorsi e dimostrazioni
matematiche sopra due nuove scienze in the Florentine edition of 1715. Only in the
XIX century, when the difference between force and energy was fully claried, was
it recognized that the force due to the speed (kinetic energy) is incommensurable
with the static force.
Paolo Galluzzi [321]39 attaches great importance to the use of the term moment
and identies in the Le mecaniche the place where Galileo rst introduced the denition in a technical sense. He preferred it to the more generic medieval term gravitas,
used in the De motu [113] a few years before, which gave rise to ambiguity because
sometimes it pointed to the sheer weight.
In the Le mecaniche, after having proved the law of the lever according to
Archimedes and similarly to what he will do in the rst day of the Discorsi (with a
reasoning similar to that of Stevin, that probably he did not know) Galileo examines
the equilibrium of the lever using the concept of moment:
D
A
E
Fig. 5.17. The lever
Now being that Weights unequall come to acquire equall Moment, by being alternately
suspended at Distances that have the same proportion with them; I think it not t to over
passe with silence another congruicy and probability, which may conrm the same truth; for
let the Ballance AB, be considered, as it is divided into unequal parts in the point C, and let
the Weights be of the same proportion that is between the Distances BC, and CA, alternately
suspended by the points A, and B: It is already manifest, that the one will counterpoise the
other, and consequently, that were there added to one of them a very small Moment of
Gravity, it would preponderate, raising the other, so that an insensible Weight put to the
Grave B, the Ballance would move and descend from the point B towards E, and the other
extream A would ascend into D, and in regard that to weigh down B, every small Gravity
is sufcient, therefore not keeping any accompt of this insensible Moment, we will put no
difference between one Weights sustaining, and one Weights moving another [emphasis
added]. Now, let us consider the Motion which the Weight B makes, descending into E, and
that which the other A makes in ascending into D, we shall without doubt nd the Space
BE to be so much greater the Space AD, as the Distance BC is greater than CA, forming
in the Center C two angles DCA, and ECB, equall as being at the Cock, and consequently
two Circumferences AD and BE alike; and to have the same proportion to one another, as
have the Semidiameters BC, and CA, by which they are described: so that then the Velocity
of the Motion of the descending Grave B cometh to be so much Superiour to the Velocity
of the other ascending Moveable A, as the Gravity of this exceeds the Gravity of that; and
it not being possible that the Weight A should be raised to D, although slowly, unless the
other Weight B do move to E swiftly, it will not be strange, or inconsistent with the Order of
39
p. 199221.
123
Nature, that the Velocity of the Motion of the Grave B, do compensate the greater Resistance
of the Weight A, so long as it moveth slowly to D, and the other descendeth swiftly to E, and
so on the contrary, the Weight A being placed in the point D, and the other B in the point E,
it will not be unreasonable that that falling leasurely to A, should be able to raise the other
hastily to B, recovering by its Gravity what it had lost by its Tardity of Motion. And by
this Discourse we may come to know how the Velocity of the Motion is able to increase
Moment in the Moveable, according to that same proportion by which the said Velocity of
the Motion is augmented [emphasis added] [119].40 (A.5.29)
Galileos reasoning is not very clear. He starts with a balance with two weights A
and B inversely proportional to the arms that are assumed to be equilibrated. Then
he imagines a motion led by a small weight added on one side, which because of
its smallness does not alter the ratio of the weights of the two bodies. As a result of
the motion the heavy bodies A and B acquire velocities proportional to the distances
from the fulcrum, then velocities and weights are in inverse relationship, then the
moments are the same and A and B are in equilibrium.
But the reasoning is circular because the equilibrium is proved after it was assumed. Galileos reasoning would not be circular, and perhaps this could be his intention, if he had not specied at the beginning that the equilibrated weights were in
inverse relationship to distance, as follows: consider a balance in equilibrium with
the two weights A and B and upset the balance by adding a small weight on the
side of B. In the following motion there will be determined two moments that will
compensate only if the weights are in inverse proportion to distances.
The principle Galileo invokes for the equilibrium is the equality of moments, i.e.
a law of virtual work, expressed by means of velocity. He states that this principle
can be deduced from the Mechanica problemata of Aristotle:
This equality between gravity and speed is found in all the mechanical instruments, and
was considered by Aristotle in his Mechanical questions; so we can still take for granted
that absolutely unequal weights alternatively counterweight and make themselves of the
same moment, once their gravities have contrary proportion with the speed of their motions
[115].41 (A.5.30)
By considerations similar to those developed for the lever with straight arms, Galileo
demonstrated that for the angular lever the magnitude that denes the equilibrium is
the distance from the fulcrum of the vertical line through the weight.
There is also another thing, before we proceed any farther, to be considered; and this is
touching the Distances, whereat, or wherein Weights do hang: for it much imports how we
are to understand Distances equall, and unequall; and, in sum, in what manner they ought
to be measured. [] But if elevating the Line CB, moving it about the point C, it shall be
transferred into CD, so that the Ballance stand according to the two Lines A C, and CD, the
two equall Weights hanging at the Terms A and D, shall no longer weigh equally on that
point C, because the distance of the Weight placed in D, is made lesse then it was when it
hanged in B. For if we conder the Lines, along [or by] which the said Graves make their
Impulse, and would descend, in case they were freely moved, there is no doubt but that they
would make or describe the Lines AG, DF, BH: Therefore the Weight hanging on the point
D, maketh its Moment and Impetus according to the Line D F: but when it hanged in B, it
40
41
124
made Impetus in the Line BH: and because the Line DF is nearer to the Fulciment C, then is
the Line BH Therefore we are to understand that the Weights hanging on the points A and
D, are not equidistant from the point C, as they be when they are constituted according to
their Right Line ACB [119].42 (A.5.31)
C
F
H
Fig. 5.18. The angled lever
In the passages above, Galileo leaves a certain ambiguity in the way the equality
and moments should be understood. A modern reader based on the notion of static
moment, and maybe after having read Jordanus, would be tempted to see a balance
of two trends to go down. But some doubt remains because Galileo speaks of raising
of a body and lowering of the other.
In his Discorso intorno alle cose che stanno in su lacqua Galileo species, or perhaps decides, that moment is also the resistance to gain speed up. So the equilibrium
is not from the equality of two trends to go down, but from the balance of the impetus
to go down and the resistance to go up, increased both by the speed (for comments
on this shifting of meaning see [321]). Galileo treats his law of virtual work the
equality of moments as a principle to study the equilibrium of uids. For example,
to justify the height of the uid on both sides of a siphon of very different sections
is the same. In reality, Galileo does not prove the equality, he limits himself only
to substantiating the plausibility of the thing. The equality will be demonstrated by
Pascal with the use of Torricellis principle (see Chapters 6 and 8).
The justication, making reference to Fig. 5.19, assumes, by absurdity, that the
uid of the largest side of the siphon drops of the amount HO and at the same time
the uid of the small end of the siphon will rise of the height LA greater than HO
so that the volume ABL is equal to the volume QOH and therefore much faster. It
is plausible, therefore, that the motion of the water of the largest side (a great weight)
be offset by the large velocity of the water on the smaller side (a small weight) and
it is therefore justied that the water on both sides has the same level.
And for very large conrmation, and clearer explanation of this, consider this gure (and,
unless I am mistaken, it could be used to tear out fault some practical mechanicians, who
on a false basis sometimes try impossible enterprises), in which the wide vessel EIDF, is
continued by the thin barrel ICAB, and ll them with water up to LGH, which in this state
is at rest, but not without some wonder, for who will not understand as soon as it is seen that
the heavy burden of the large amount of water GD, pressing down does not raise and drive
42
125
Fig. 5.19. The siphon (reproduced with permission of Biblioteca Guido Castelnuovo, Universit
La Sapienza, Rome)
away the small amount of the other contained within the barrel CL, by which the descent is
disputed and prevented? But this will no longer be a wonder, if we begin to pretend to have
lowered the water GD only up to QO, and then consider what water CL has made, which, to
give place to the other that has diminished from the level GH to the level QO, must have in
the same time been lifted up from the level L to AB, and the ascent LB is as much greater
than the descent GQ, as much the amplitude GD of the vessel is greater than the width LC
of the barrel, which in sum is what the water GD is more than the LC. But since the moment
of the speed of motion in a mobile compensates for the gravity of another, what wonder if it
will be the fastest ascent of a little water CL to resist the very slow greater quantity of water
GD? [115]43 . (A.5.32)
pp. 7778.
p. 241.
126
materials is considered. Here Galileo uses the concept of moment for the equilibrium
of straight and angular levers with a language very close to that of modern textbooks
of statics and the reader is tempted to assume the Galilean moment as the static
moment (i.e. the product of force by its arm). In the evaluation of the resistance
of a cantilever, Galileo introduces the moment of the strength to breaking, i.e. the
moment of a force with an ontological status similar to that of reactive forces and
for which probably the concept of moment as propension to motion could hardly be
applied. For details see [272].
Particularly interesting is the observation Galileo makes the fourth day, the efcacy of a very small weight h in lifting a very large one as illustrated in Fig. 5.20.
A simple kinematic analysis shows that the relationship between the lowering e f of
the weight h to the raising f i and f l respectively of the weights c and d is as great as
you like. This implies that whatever the weight h, its velocity will compensate the
weights c and d, however big they are, raising them.
According to Duhem [305]45 the above considerations were suggested to Galileo
by the reading of the Trait de mechanique of 1636 by Roberval, in particular by
the demonstration of the rule of the parallelogram by means of a law of virtual work
(see Chapter 7). This is possible, as the fourth day of Discorsi was added after the
rst edition in 1638 and Galileo before his death would certainly have got to know
the ideas of Roberval.
Fig. 5.20. Large weights raised by a very small weight (reproduced with permission of Biblioteca
Guido Castelnuovo, Universit La Sapienza, Rome)
SAGR. You are quite right; you do not hesitate to admit that however small the force of the
moving body be, it will overcome any resistance, however great, provided it gains more in
velocity than it loses in force and weight. Now let us return to the case of the cord. In the
accompanying gure ab represents a line passing through two xed points a and b; at the
extremities of this line, as you see, two large weights e and d hang, which stretch it with
great force and keep it truly straight, being it merely a line without weight. Now I wish
to remark that if from the middle point of this line, which we may call e, one suspends any
small weight, say h, the line ab will yield toward the point f and on account of its elongation
it will compel the two heavy weights c and d to rise. This I shall demonstrate as follows:
with the points a and b as centres describe the two quadrants, eig and elm; now since the two
semidiameters ai and bl are equal to ae and eb, the remainders f i and f l are the excesses
of the lines a f and f b over ae and eb; they therefore determine the rise of the weights c
and d, assuming of course that the weight h has taken the position f , which could happen
whenever the line e f , which represents the descent of h had greater proportion than the line
f i associated to the rise of the weights c and d of the heaviness of both the two weights to
45
vol. 1, p. 324.
127
the heaviness of the weight h. But this will necessarily occur however large be the heaviness
of weights c and d and little that of the weight h. Even when the weights of c and d are very
great and that of h very small this will happen [118].46 (A.5.34)
pp. 311312.
p. 155. Translation in [121].
pp. 156157. Translation in [121].
128
great Weights unitedly or in grosse: but he that should hope, and at tempt to do the same
by the help of Machines without increase of Tardity in the Moveable, would certainly be
deceived, and would declare his ignorance of the use of Mechanick Instruments, and the
reason of their effects [119].49 (A.5.35)
The proof of the law of virtual work based on the displacements is exhibited for all
simple machines after their operation has been explained by the law of the lever. For
example, for the lever Galileo writes:
D
M
I
In the previous quotation Galileo highlights two things: on the one hand that while
a load p/n covers a path h, the load p will cover the path h/n. On the other hand
49
50
129
100
1
100
200
1
a)
1
b)
100
100
100
that the load p would be brought up to h/n by carrying n times a load p/n at h/n, as
shown in Fig. 5.22, where it is clear that lifting a weight of 100 pounds to a height
of two foot (Fig. 5.22a) is equivalent to lifting 200 pounds to a height of one feet
(Fig. 5.22b). This operation can be done without the help of machines, from which
the conclusion that the machines make the work of man more comfortable but do
not allow any savings in work, or fatigue.
In the case of the inclined plane it would seem that the law of virtual displacements is not true, because a weight E is shifted by a lower weight F of the same
amount. This is true, but, says Galileo, the largest displacement of F should not be
measured along the plane but on the vertical because heavy bodies make no resistance to translational motions. If the distance traveled on the vertical is measured,
it can be seen that weights are in inverse ratio of changes in altitude.
D
C
E
F
A
130
But here yet it must be advertised, that al though the Moveable E shall have passed the whole
Line AC, in the same Time that the other Grave F shall have been abased the like Space,
nevertheless the Grave E shall not have retired from the common Center of things Grave
more than the Space of the Perpendicular CB. but yet the Grave F descending Perpendicularly shall be abased a Space equal to the whole Line AC. And because Grave Bodies make
no Resistance to Transversal Motions, but only so far as they happen to recede from the
Center of the Earth; There fore the Moveable E in all the Motion AC being raised no more
than the length of the Line CB, but the other F being abased perpendicularly the quantity
of all the Line A C: Therefore we may deservedly afrm that Way of the Force E maintaineth the same proportion to the Force F that the Line AC hath to CB; that is, the Weight
E to the Weight F. It very much importeth, therefore, to consider by [or along] what Lines
the Motions are made, especially in examine Grave Bodies, the Moments of which have
their total Vigour, and entire Resistance in the Line Perpendicular to the Horizon; and in
the others transversally Elevated and Inclined they feel the more or less Vigour, Impetus, or
Resistance, the more or less those Inclinations approach unto the Perpendicular Inclination.
[119].52 (A.5.38)
Galileo veries the law of virtual displacements even for a block of pulleys. Referring to Fig. 5.24, after having demonstrated using the law of the lever that the
relationship between the weight in H and force in I is 3 : 1, he concludes by noting
that the shift of I is 3 times that of H, and the law of virtual displacement is veried.
F
I
D
G
C
H
Fig. 5.24. Virtual displacement law for the pulley
Which being demonstrated, we will pass forwards to the Pulleys, and will describe the inferiour Gyrils of ACB, voluble about the Center G, and the Weight H hanging thereat, we
will draw the other up per one E F, winding about them both the Rope DFEACBI, of which
let the end D be fastned to the inferiour Pulley, and to the other I let the Force be applyed:
Which, I say, sustaining or moving the Weight H, shall feele no more than the third part of
the Gravity of the same. For considering the contrivance of this Machine, we shall nd that
the Diameter A B supplieth the place of a Leaver, in whose term B the Force I is applied,
and in the other A the Fulciment is placed, at the middle G the Grave H is hanged, and another Force D applied at the same place: so that the Weight is fastned to the three Ropes IB,
FD, and EA, which with equal Labour sustain the Weight. Now, by what hath already been
52
131
contemplated, the two Forces D and B being applied, one, to the midst of the Leaver A B,
and the other to the extream term B, it is manifest, that each of them holdeth no more but
the third part of the Weight H: Therefore the Power I, having a Moment equal to the third
part of the Weight H, shall be able to sustain and move it: but yet the Way of the Force in I
shall be triple to the Way that the Weight shall pass; the said Force being to distend it self
according to the Length of the three Ropes I B, F D, and E A, of which one alone measureth
the Way of the Weight H. [119].53 (A.5.39)
132
With Galileo the reductionist project, started with Pappus and strongly supported
by Guidobaldo dal Monte, to reduce all simple machines including the inclined
plane to the lever, was perfected. Note that Galileos attempt to reduce the inclined
plane to the lever was accepted not because veried empirically with the conceptions of experiment of the times also the results of Hero or Cardano were veried but because he nally presented a rigorous reasoning and employed reasonable assumptions. Moreover Galileos result coincided with that of Jordanus and
with that of Stevin more or less of the same period, very elegant and based on different assumptions as referred to in Chapter 7. Note again that if the reasoning of
Galileo was corroborated by the result of Jordanus and Stevin, the reasoning of Jordanus and Stevin was corroborated by that of Galileo and from now on the problem
of the inclined plane was considered by all the mathematicians to be denitively
solved.
In the section devoted to the mechanics of the screw, Galileo shows how the
inclined plane can be reduced to the lever and furnishes a simple mathematical law.
The proof reproduces the one that he had reported in De motu [113],55 differing
mainly for the use of the word moment instead of gravitas.
The present Speculation hath been attempted by Pappus Alexandrinus in Lib. 8. de Collection. Mathemat. but, if I be in the right, he hath not hit the mark, and was overseen in the
Assumption that he maketh []. Let us therefore suppose the Circle AIC, and in it the Diameter ABC, and the Center B, and two Weights of equal Moment in the extreams B and C;
so that the Line AC being a Leaver, or Ballance moveable about the Center B, the Weight C
shall come to be sustained by the Weight A. But if we shall imagine the Arm of the Ballance
BC to be inclined downwards according to the Line B F, but yet in such a manner that the
two Lines AB and BF do continue solidly conjoyned in the point B, in this case the Moment
of the Weight C shall not be equal to the Moment of the Weight A, for that the Distance of
the point F from the Line of Direction, which goeth accord ing to BI, from the Fulciment B
unto the Center of the Earth, is diminished: But if from the point F we erect a Perpendicular
unto BC, as is FK, the Moment of the Weight in F shall be as if it did hang by the Line KF
[119].56 (A.5.40)
B M
K CH
F
I
N
Fig. 5.25. The law of inclined plane
55
56
pp. 297298.
p. 181. Translation in [121].
L
G
133
See therefore that the Weight placed in the extream of the Leaver B C, in inclining downwards along the Circumference CFLI, cometh to diminish its Moment and Impetus of going
downwards from time to time, more and less, as it is more or less sustained by the Lines BF
and BL.
[]
If therefore upon the Plane HG the Moment of the Moveable be diminished by the total
Impetus which it hath in its Perpendicular DCE, according to the proportion of the Line
K B to the Line BC, and BF, being by the Solicitude of the Triangles KBF and KFH the
same proportion betwixt the Lines KF and FH, as betwixt the said KB and BF, we will
conclude that the proportion of the entire and absolute Moment, that the Moveable hath in
the Perpendicular to the Horizon to that which it hath upon the Inclined Plane HF, hath the
same proportion that the Line HF hath to the Line FK; that is, that the Length of the Inclined
Plane hath to the Perpendicular which shall fall from it unto the Horizon. So that passing
to a more distinct Figure, such as this here present, the Moment of Descending which the
Moveable hath upon the inclined Plane CA hath to its total Moment wherewith it gravitates
in the Perpendicular to the Horizon CP the same proportion that the said Line PC hath to
CA. And if thus it be, it is manifest, that like as the Force that sustaineth the Weight in the
Perpendiculation PC ought to be equal to the same, so for sustaining it in the inclined Plane
CA, it will sufce that it be so much lesser, by how much the said Perpendicular CP wanteth
of the Line CA: and because, as sometimes we sce, it sufceth, that the Force for moving
of the Weight do insensibly superate that which sustaineth it, therefore we will infer this
universal Proposition, [That upon an Elevated Plane the Force hath to the Weight the same
proportion as the Perpendicular let fall from the Plane unto the Horizon hath to the Length
of the said Plane] [119].57 (A.5.41)
The key assumptions to demonstrate the law of the inclined plane are:
a) for static purposes, moving on the inclined planes like NO or GH is the same as
moving on the circumference described by the lever arms BL or BF of Fig. 5.25;
b) the effectiveness of a heavy body on an angled lever is determined by the horizontal distance from the fulcrum.
In essence, a weight p hanging in F from the angular lever ABF is balanced by a
weight q = p BK/BA in A. But the q in A is also balanced by a force in F equal to
q orthogonal to BF and then parallel to GH, because BA = BF. Therefore q is the
force parallel to the plane necessary to support the weight. The second assumption
is an accepted theorem of statics, but the rst has a logic status not completely clear.
It indeed appears quite intuitive, at least after its formulation, because to study the
equilibrium it seems sufcient to verify that also very small displacements cannot
occur. In this way the displacements at the extremity of the lever and on the inclined
plane are the same, the two kinds of constraints are locally equivalent and can be
replaced the one with the other. But this intuitive character stems more from empirical than logical considerations; it would be then a postulate which could even not
be accepted, as will be shown further in Chapter 13.
57
6
Torricellis principle
The rst part of this chapter is taken from [275] which is summarized and largely revised.
136
6 Torricellis principle
a body reaches the centre, but the heavier parts must outweigh to the rest, to include
with its centre the centre of the world:
A short consideration will give us an easy answer, if we rst give precision to our postulate
that any body endowed with weight, of whatever size, moves towards the centre. Clearly it
will not stop when its edge touches the centre. The greater quantity must prevail until the
centre of the body occupies the centre [of the world]. For that is the goal of its impulse [12].2
In fact the part of a body which should be closer to the centre of the world is its
centre. What then is this centre, Aristotle did not specify; only for the sphere and
other regular solids can one sense that it coincides with the centre of the gure.
The XIV century philosopher Albert of Saxony (c. 13161390), nicknamed Albertus Parvus by the Italian scholastics, pointed to the Aristotelian thesis. He assumed it is the centre of gravity and not simply the geometrical centre of a body
that moves toward the centre of the world. Moreover he assumed that the gravity
is concentrated in the centre of gravity [305].3 Thus he denied that the tendency to
move downward belongs to the component parts of the body, because in his opinion
this case would imply an interference between the parts and a slowdown in the free
descent.
Albert of Saxony argued that even in the case of an aggregate of heavy bodies it
is the centre of gravity of the whole which tends toward the centre of the world. But
he did not specify what type of constraint makes a series of bodies an aggregate. In
particular, a heavy body tends to come down until the centre of gravity of the entire
aggregate formed by it and the rest of earth is the centre of the world [305].4 From
which the disturbing conclusion that the earth moves relentlessly because its centre
of gravity moves toward the centre of the world for any shifting of bodies on the
surface.
A not very different approach was pursued by Arabic scholars; see for example [343]. Very interesting are the considerations by Muzaffar al-Iszari about the
way joined bodies tend to reach the centre of the earth, resulting in one of the most
interesting and original proofs of the law of the lever [247].
The idea that gravity is concentrated in the centre of gravity was taken up by
mathematicians during the Renaissance. In particular Guidobaldo dal Monte wrote:
All we said about the centre of gravity allows us to understand that a heavy body weighs,
properly speaking, in its centre of gravity. The name itself seems to evoke this truth. All the
force, all the gravity of the weight is concentrated in the centre of gravity; it seems to ow
toward this point from all sides.
Because of its gravities, indeed, the weight wants naturally to reach the centre of the world,
but we said that what actually tends toward the centre of the world is the centre of gravity.
Thus, when any weight is sustained by a whatever power from its centre of gravity, then
the weight remains in equilibrium, and the whole gravity is perceived by senses. The same
occurs if a weight is sustained from a point such that the straight line joining it to the centre
of gravity passes from the centre of the world. In such a case, in effect, all is as if the weight
were sustained from the centre of gravity.
2
3
4
II B 14, 297 b.
vol. 2, p. 20.
vol. 2, p. 25, in note 6.
137
It is not the same if the weight is sustained from another point. In such a case the weight
does not remain in equilibrium; before one could perceive its gravity, it turns, until, as in the
previous case, the line joining the centre of gravity goes toward the centre of the universe
[87].5 (A.6.1)
In the second part of the quoted passage it was derived almost as a logical consequence of the denition of the centre of gravity the criterion according to which a
heavy body is in equilibrium if and only if its centre of gravity is prevented from
lowering.
It is however possible that historically the concept of gravity was directly derived from experiences of statics where attention is focused on equilibrium, easier
to interpret, and only then was the concept extended to the case of motion. Greek
mathematicians, engaged in research of the laws of equilibrium, reconnected to the
static conception of centre of gravity and related the physical concept of centre of
gravity to the geometrical concept of centre of a gure. The most remote terms and
concepts which have been handed down to us on the centres of gravity are those,
very far apart in time, of Archimedes and Pappus of Alexandria. With regard to
Archimedes we received, unfortunately, neither the denition of centre of gravity
nor the reasons for its introduction; we did however receive the axioms that determine the centre of gravity of composite bodies from elementary bodies of known
centres of gravity (see Chapter 3). From Pappus we received instead the denition
that fared well in the Middle Ages and the Renaissance. Here it is in the lesson of
Federico Commandino:
We say still centre of gravity of any body at its point, such that if the heavy body is imagined
suspended from it and left at rest, it remains in the same position it had at the beginning, and
does not tilt [75].6 (A.6.2)
After Pappus denition, Commandino adds one of his own that was then recovered
by most of the mathematicians of the XVI century, including Guidobaldo dal Monte
[86]:7
We can also dene the centre of gravity of any solid body is one of its points, around which
its parts have the same moment. If indeed a plane is drawn through this centre the plane
splits the body in to two parts equally heavy [75].8 (A.6.3)
According to this last denition, the centre of gravity is identied by reference to the
causes of motion which are in balance and not only through an empirically veriable
denition.
On the idea of centre of gravity was based the centrobarica, a science in which
the equilibrium problem of a body is reduced to the search for its centre of gravity
and assurance that it is securely tied. One problem that was pressing scholars of
the XVI century centrobarica, such as Commandino, Luca Valerio, Guidobaldo dal
Monte, and Galileo was the difculty of reconciling the rules to evaluate the centres
5
6
7
8
p. 10.
p. 1.
p. 1.
p. 1.
138
6 Torricellis principle
of gravity according to the Archimedean criteria, with the views of gravity of the
time. Regardless of how the causes of gravity are conceived, all scholars agreed
that bodies tend to reach the centre of the world. In other terms, using the modern
categories to be understood, they believed that the weight forces were converging
to the centre of the world and not just vertical and parallel. While the Archimedean
rules of composition implicitly required parallelism.
Simon Stevin (see Chapter 7) was the rst in the history of mechanics to have
some clear ideas on the subject. He did not accept the idea that gravity was concentrated in the centre of gravity of a body and thought instead it acted on all its
components. On the one hand he showed that since the action of gravity converges
toward the centre of the world, the centre of gravity in the sense of Pappus cannot
exist for a body other than the sphere. On the other hand, however, he argued that
this conclusion is only a theory and in practice because the action of gravity differs
by a very small angle, the centre of gravity determined by the Archimedean rules
meets the demand of Pappus to be the point of suspension of neutral equilibrium.
The problem of the existence of centres of gravity was discussed again in the XVII
century by Ren Descartes (15961650),9 Pierre de Fermat (16011665), Gilles Personne de Roberval (16021675) and Blaise Pascal (16231662), using a concept of
distributed force [305].10 The end of the debate took place only when the distinction
between mass and weight was claried by Isaac Newton and the centre of gravity
will no longer be the centre of weights but the centre of masses. Also interesting was
the contribution by Girolamo Saccheri (16671683), who in his Neo-statica [212]11
showed that the centre of gravity also exists for central forces provided they vary in
inverse proportion to their distance from the centre.
In addition, Descartes will show that in the sphere, according to the theory of gravity force in
his day, although there is a centre of gravity, it does not coincide with its centre but is lower [96],
vol. 2, p. 245.
10 vol. II, pp. 156186.
11 pp. 7475.
12 pp. 187208. It seems that the Appendix was prior to Le mecaniche. The composition of the
work according to some historians dates from the period between 1585 and 1588 [123], vol. 1,
pp. 181182.
139
are applied directly from the ends of the lever so the parallelism of the weight descent is not made explicit. This occurs, for example, in a manuscript by Vincenzo
Viviani13 essentially reproducing the reasoning of dal Monte [86] for which the lever
with equal arms and weights behaves as a single body with the gravity concentrated
in the centre of gravity, coinciding with the fulcrum, and as such, in equilibrium
regardless of its inclination.
There are some aspects of the work of Galileo, which may have directly suggested
the formulation of his principle to Torricelli, even if the conditional is a must. On the
third day of the Discorsi e dimostrazioni matematiche, in the second edition of the
work, the Medieval thesis is resubmitted that the centre of gravity of an aggregate,
subject only to the weight, tends to move toward the centre of the world:
Because, as it is impossible for a heavy body or a compound of heavy bodies to move naturally upward, departing from the common centre where all things tend, so it is impossible
that it spontaneously moves, if with this motion his own centre of gravity does not approach
to the said common centre [118].14 (A.6.4)
The interpretation of the text is not immediate, because it also depends on the meaning Galileo gives to the term compound. If it were a single body (more or less rigid)
one could say that there was nothing new compared to the medieval view. If instead
the compound or aggregate, were understood as a set of bodies also disconnected
with each other, one would be in the presence of a new fact, i.e. it would be possible
to identify the geometrical idea of centre of an aggregate of bodies unrelated to each
other with a physical entity, the centre of gravity, as the point of application of the
whole gravity.
This is very important background knowledge for the further development of the
ideas of Torricelli. But one must say that probably Torricelli did not know the over
referred quotation, which appeared only in the edition of Discorsi e dimostrazioni
matematiche of 1656 [120], before his arrival in Arcetri at the end of 1641. Though
there is still the possibility that Torricelli knew the ideas of Galileo on the centre
of gravity through Benedetto Castelli, to whom Galileo in 1639 sent a trace of the
arguments given in the passage quoted above.
In Le mecaniche, when the equilibrium of a body on an inclined plane is concerned, Galileo compared the weights and the motions of two bodies connected by
a rope, one that moves on the inclined plane and another that moves on the vertical, to conclude that at equilibrium the lowering of both measured on the vertical
are inversely proportional to their weights (see 5.5.2). Note the proximity of this
conclusion to the one given by Torricelli when studying the motion of two bodies on
an inclined plane, to conclude that the centre of gravity of the whole does not lower
or rise. Even here, however, it should perhaps be added that Torricelli did not know
Le mecaniche.
13
This paper is considered as authentic of Galileo for sure by Favaro [123], vol. 8, p. 439 and with
some doubt by Caverni [284] vol. 4, pp. 164166.
14 p. 215.
140
6 Torricellis principle
141
of pure mathematics, related to the determination of the centre of gravity of plane and
solid gures, particularly complex. The most important conclusions are contained in
the Opera geometrica, but results are scattered in manuscripts. Other contributions,
perhaps less important quantitatively, but fundamental from my point of view, concern the physical aspects of the theory of gravity; in the following I will focus only
on this part. The texts which I will refer to are the Opera geometrica, correspondence and published manuscripts. I consider these sufcient to provide an adequate
full physical understanding of the theory of centres of gravity of Torricelli.
Assertion I seems more a denition than a postulate because it is the rst time the
centre of gravity is named. If this is true, Torricellis denition is different from the
traditional ones given by Pappus and Commandino and in some ways is more complete; with it the empiric rule that a body is in equilibrium if its centre of gravity
is on the vertical line from the centre of suspension becomes a trivial theorem. The
assertion however deserves some comments. It can be written formally and synthetically with the following implication:
Centre of gravity not at bottom not equilibrium
18
19
p. 11.
pp. 1314.
142
6 Torricellis principle
Assuming the wires with which the weights hang from the balance as really innitely long appears a choice of innity in act in the mathematical theory. Unlike
Galileo, Torricelli, most interested in mathematical aspects, shows all his skills of
abstraction and does not hesitate to claim daring theoretical positions:
20
21
22
23
143
So it can be said that it is false the mechanical principle for which the ropes of the balance
are parallel, where the magnitudes suspended from the balance are material and real and
tend toward the centre of the earth. It will not instead be false in the case the magnitude, are
they abstract or real, tend not to the centre of the earth or a point near to the balance, but to
an innitely distant point [228].24 (A.6.7)
Although Torricelli is dealing with the lines of descent as parallel, when he writes
the Opera geometrica he has not yet made completely clear what were the issues involved in centrobarica if the lines of descent are assumed as convergent. One symptom of this lack of clarication can be found still in the proof of proposition VI of
De dimensione parabolae, where after proving that a balance with weights inversely
proportional to the arms is in equilibrium whether it is horizontal or tilted, he species:
I dont miss that in the dispute among the authors about the tilted balance, i.e. whether
it comes back or it remains in its position, the centres of magnitudes are located into the
balance. But because in the booklet we assume the magnitudes located below the balance
[emphasis added], we prefer to follow our purpose instead to adapt our demonstrations to a
controversy among other people [228].25 (A.6.8)
Torricelli says explicitly that when the centre of gravity of the weights is below the
fulcrum, as it occurs when they are suspended by wires from the end of the arms, the
balance is in equilibrium whatever its inclination. He avoids entiring the dispute
that still exists in the case of balances with weights attached to the ends where the
centre of gravity of the weights coincides with the fulcrum. Thus revealing some
uncertainty.
After 1644 Torricelli comes back to consider the possibility of actions converging toward the centre of the world. They are only sporadic observations that show
however a denitive understanding of the problem. For completeness, I consider it
useful to report some considerations on the equilibrium of the lever. Torricelli rst
treats the lever with different arms and weights:
When we admit that the weights of the balance have inclination towards the centre of the
earth [] it will follow that there is no horizontal balance with unequal arms and weights in
reciprocal proportion of the length of the arms, so that these weights equilibrate.26 (A.6.9)
The demonstration of what is said above, which I do not carry over, uses the idea
of static moment developed by Giovambattista Benedetti that the effect of a force
on a lever is proportional to its intensity and distance of its line of action from the
fulcrum. Or better he reproduces the argumentation of Benedetti of 5.5.2.
Torricelli then deals with the lever with arms of equal length:
Now place B as the centre, and AC a balance with arms of equal length with two equal
weights in the extremities A and C, the moments or gravities of which are measured from
the perpendiculars DF and DE, as Giov. Battista de Benedetti declares in his book of mathematical speculation, chapter III or IV [29]. It follows that the moment of the weight in A, to
24
25
26
pp. 910.
p. 15.
E. Torricelli, Galilean collection, manuscript n. 150, c. 112.
144
6 Torricellis principle
E
B
The argument still uses the law of static moments for which the ratio between
weights A and C is as the ratio between the distances DE and DF also equal to that
between AB and CB is conclusive if it is accepted that the absolute gravity of
bodies does not vary with distance.
the demonstration of which was not reported in the rst edition of the Discorsi e
dimostrazioni matematiche. Torricelli had participated with Vincenzo Viviani in the
last months of Galileos life, a period when the master, nearly blind, tried to shed
light on the basic principles of his mechanics, and between them the proposition
cited above. Correspondence between Torricelli, Nardi and Galileo bear witness to
this work.
In 1641 Galileo wrote to Torricelli that he has sent him the proof of his theorem
by means of Nardi [276].29 When Torricelli wrote the Opera geometrica in 1644 he
was therefore aware of the demonstration of Galileo. But because this was not yet
27
28
29
145
printed,30
and because it was based on principles other than his own, he considers it
useful to provide his own version:
I know that Galileo during the last years of his life tried to prove this proposition. But because his argumentation was not published with his book on Motion, we assumed to place
before our booklet these few things on the moments of heavy bodies. So it appears Galileos
supposition can immediately be proved from the theorem he himself assumed for granted in
his Mechanics [Discorsi e dimostrazioni matematiche] in the second part of the sixth proposition of accelerate motion, that is moments of equal bodies over unequally inclined planes
are as the perpendiculars of equal parts of the planes [229].31 (A.6.12)
This quotation raises some doubts. Torricelli claims that Galileo gave as proved his
theorem, and not that he proved it. This may mean either that Torricelli did not know
exactly or did not approve Galileos demonstration. The two hypotheses are not mutually exclusive. It is possible that Torricelli did not know Le mecaniche of Galileo,
published at that time only in French in 1634 [117]. Besides, it is also possible that
Torricelli did not approve the proof of the law of the inclined plane that Galileo
had sent to him and that will be published in the second edition of the Discorsi e
dimostrazioni matematiche, because it was based on the questionable principle of
virtual displacement [276].32
If Torricelli did not know Le mecaniche he could not have known that Galileos
demonstration of the law of the inclined plane was based on the law of the lever,
considered an unquestionable principle by all.33 And then one can justify his claim,
at rst sight unreasonable, that Galileo in the Le mecaniche only supposed that law.
To prove Galileos theorem Torricelli puts a premise now known as the principle
of Torricelli. The premise is followed by an explanation and a justication if not a
demonstration, so somehow it retains the logic status of a principle.
Premise
Two equal bodies joined together cannot move by themselves if their common centre of
gravity does not descend. When indeed two heavy bodies are joined together such that to
the motion of one it follows the motion of the other, the two heavy bodies will be as one
single body compound of the two, be it a balance, a pulley, or whatever mechanical devices.
Such a heavy body will never move if its centre of gravity does not descend. When all is
disposed so that the common centre of gravity cannot descend in any way, the heavy body
will remain at rest, because otherwise it will move in vain, i.e. with a horizontal motion,
which no way tends downward [229].34 (A.6.13)
30
It will appear in the second edition of the Discorsi e dimostrazioni matematiche [120]. It is worth
noting that the proof of the law of the inclined plane shown in the Dialogo [116], pp. 215218, is
different from that reported in the Le mecaniche [119], p. 181. The rst is based on the principle
of virtual work, the second on the law of the lever.
31 p. 98.
32 p. 18.
33 It is interesting to note that Torricelli in De motu gravium refers also a demonstration of the law
of the inclined plane, alternative to that developed with his principle, very similar to that of Galileo
in the Le mecaniche. This, if not to commit the sin of plagiarism to Torricelli, could prove that he
actually did not know Le mecaniche.
34 p. 99.
146
6 Torricellis principle
The premise, made explicit with modern terms, states that two heavy bodies connected to each other in any way, cannot move by themselves from the conguration
in which they are if [nisi] their overall centre of gravity did not sink for a generic
virtual displacement of the two bodies compatible with constraints. Using a compact
language:
Common centre of gravity cannot sink equilibrium
It is then only a sufcient condition for equilibrium because it is not stated explicitly
that there is not equilibrium when the common centre of gravity sinks.
Torricelli begins the justication of his premise by stating that the two heavy
bodies, as they are joined, have to be treated as a single body and returns as example
cases of joined bodies of mechanics. Among them it is particularly signicant the
pulley where one has two weights connected with a wire inextensible but exible.
The assimilation of the two bodies to a single body is not at all obvious, in fact,
the common centre of gravity of two bodies is a purely geometric point, with no
substance, on which one can hardly think that gravity is applied, such as the Medieval scholars assumed for the individual body or for an aggregate of contiguous
bodies. Torricelli has the ingenius idea to extend analogically and unequivocally
the reasoning valid for a body/centre of gravity to the aggregate. This analogical
extension is made possible, perhaps even for the persistence of the idea of a global
action of gravity, not divided in different parts of a body. I have however shown that
in the analysis of the equilibrium of the lever for actions of gravity that converged,
which the mature Torricelli developed (see above), there was clearly the idea that
any portion of the body retains its individuality. Perhaps the mature Torricelli could
not have conceived his principle.
Once accepted that the mathematical centre of gravity of an aggregate behaves
like a physical centre of gravity, the justication for the premise can be referred to the
motion of centre of gravity of an ordinary body (grave autem). The locution does not
lower (nisi descendant) referred to the centre of gravity is separated into two parts:
(a) it rises, (b) it remains horizontal. The case (a) where the heavy body moves with
the centre of gravity that rises is clearly impossible for the very denition of centre
of gravity. Case (b) where the heavy body moves and the centre of gravity is kept
horizontal is also impossible. According to the prevailing views on the gravity of
Torricellis times, bodies moved down because they have the goal to reach the centre
of the world. When a body is in a plane and cannot sink its movement is impossible,
because it is without a goal. Since the goal is, according to the Aristotelian doctrine,
a formal cause it can be said that the body moves without cause, which Torricelli
considers absurd.
147
C
E
A
G G B
D
mined by the Archimedean rules. In this way, Torricelli can check the condition of
the aggregate equilibrium on the basis of the constraint imposed to lowering the centre of gravity. Second, the aggregate does not maintain the same shape as a single
body does, but it is constrained in order to take different shapes. Note that Torricelli
reinforces the concept of conjunction also with explicitly operational terms:
Be connected even with an imaginary rope conducted through ABC, so that from the motion
of one if follows the motion of the other [229].35 (A.6.14)
Torricelli suggests not only that a mechanism is needed because the motion of a
moving body follows the motion of the other, but also explicitly states the instrument,
the (imaginary) rope, with which it is connected and its motion. The implementation
in a precise mathematical language puts Torricelli in a position to use his premise to
prove the law of the inclined plane, the proposition I of the De motu gravium, which
is preliminary to the proof of Galileos theorem.
Proposition I
If in two planes unequally inclined but with the same elevation, two heavy bodies are considered which are in the same ratio as the length of the planes, the heavy bodies will have
the same moment [229].36 (A.6.15)
The mathematical core of the proof, which is interesting because it involved the
concept of centre of gravity of heavy bodies, is in fact very simple. It proves that if
the weights of two heavy bodies A and B are in the same proportion of the lengths of
two inclined planes, their common centre of gravity G moves horizontally as shown
in Fig. 6.2.
The whole demonstration of proposition I, is divided into three steps, rst Torricelli denies it (step 1) They do not have, if possible, the same moment, but prevailing one, they move, and the heavy body A rises toward C, while heavy body B
descends in D [229].37 Then he shows that the centre of gravity of the two bodies
do not sink (step 2) so the two bodies have acted without cause, which is absurd, so
(step 3) proposition I cannot be denied. In the words of Torricelli:
35
36
37
p. 99.
p. 99.
p. 100.
148
6 Torricellis principle
G
G1
G2
O
Fig. 6.3. Lack of equilibrium for converging lines of gravity
Two equal bodies joined together were moved and their common centre of gravity did not
descend. This is against the premised law of equilibrium [229].38 (A.6.16)
Note also that the proof of proposition I, about the truth of which Torricelli has no
doubt, could be seen as an attempt to validate the premise of equilibrium. Proposition I so could be regarded as a methodological principle of the theory and not as a
theorem to prove.
The proof would not have succeeded if Torricelli had considered the real situation in which the directions of the lines of gravity are converging toward the centre
of the world. In fact, when the common centre G of two heavy bodies assuming
it exists moves on a horizontal plane, it varies its distance from the centre of the
world O (to not change it, the common centre of two heavy bodies should move on a
sphere) and can even come close to it, as clear from Fig. 6.3 where one can see that
a movement on the plane from G1 or G2 towards G leads to an approach toward the
centre of the world.
Having established Proposition I, Torricelli goes to show Proposition II, i.e. Galileos theorem, thus ending his project of re-foundation of the Galilean dynamics. It
is outside my purpose to express my thoughts on the fact that the objective has been
achieved.
p. 100.
D
M
B
E
L
A
G
149
show that a balance with weights inversely proportional to the arms is equilibrated
regardless of its inclination. This case study is the balance of Fig. 6.4 from the ends
of which weights with inextensible wires are hung (the body CBF is suspended in I
from its centre of gravity L).
Considering such a balance in any conguration, different from the horizontal,
Torricelli determines the centre of gravity and establishes that it is below the fulcrum,
on the vertical line from it, and concludes:
From this reason the magnitudes suspended from the balance AC will equilibrate. Indeed
if they moved, their common centre of gravity, which has been proved to be in the vertical
DF, would rise. Which is impossible [228].39 (A.6.17)
i.e. for Torricelli the balance is in equilibrium according to his principle because
in any possible motion the centre of gravity of the weight-rod system rises. The
conclusion is true, but the argument is not perfectly developed. It seems wrong,
because in reality the centre of gravity of the system of the two weights instead of
rising remains at the same level as it is easy to see with simple calculations (in fact
the centre of gravity does not change at all its position).40 Torricellis mistake,
perhaps not just an oversight, suggests, that it was not so unnatural to him to think
of two weights connected to each other as one body, and then apply to their centre
of gravity, the same rules for the centres of gravity of monolithic bodies.
Most important and challenging, is the second use of the principle, in a situation
where one might think that Torricelli would not have thought possible the application. In fact, Torricellis principle, as it provides only a sufcient condition for the
equilibrium, allows to recognize the equilibrium in cases now classied as stable
(for example a ball placed on the lowest point of a gutter), but not in those classied
as unstable (for example, a ball placed over a hump) where the centre of gravity can
be lowered and yet the system is in equilibrium. In Torricellis times there did not
exist a theory of stability for this one must wait for at least Lagrange with his Mcanique analytique of 1788 but for certain situations, such as the ball over a hump,
39
pp. 1415.
It seems strange that Torricelli could have made a such trivial error; there is the possibility that
his text is simply imprecise. Indeed it is a mystery why Torricelli uses the body BFF with a side
parallel to the beam AC, as if it were xed to it. If this were actually xed the centre of gravity of
the whole could rise.
40
150
6 Torricellis principle
S
B
b
o O
Z
Q
r
R
common sense was enough to feel the problematic nature of equilibrium, that also
seemed to subsist for the principle of sufcient reason.
The case of equilibrium studied by Torricelli, reported in an undated manuscript
[233],41 regards the very unstable equilibrium. An inclined shaft is supported without friction by two orthogonal walls, one vertical and the other horizontal, as shown
in Fig. 6.5. The horizontal force should be determined which must push F toward
E in order to maintain equilibrium in the shaft, heavy by itself or by a weight suspended from a point C. This issue was raised a century earlier by Leonardo da Vinci
[284]42 who attempted a solution. Vincenzo Viviani and other mathematicians also
wrestled with the job, not always with satisfactory results [284].43 Torricelli had already addressed this problem in a few letters from/to Michelangelo Ricci [233]44
and knew that there was a position of equilibrium and what it was. In these letters he
provided a solution based on a principle of virtual work, limited to the case where
to the ends A and C of Fig. 6.6 two forces concurring in B are applied:
The power at A to the power at C, is as the line CB to the line CA. The proof [...] depends
on the speed because moving the beam AC, along the two lines of the right angle ABC, the
speed of the point A to the speed of the point B, is as BC to BA [233].45 (A.6.18)
In Torricellis letters anyway there is no mention of the fact that he considered problematic the equilibrium, or that he recognized what we now call its instability. Since
the topic seems particularly interesting I carry out nearly in full Torricellis considerations [276]:
41
151
The centre of gravity of the two weights P and Q is given by the algebraic summation
of the weighted distances dP (= x P BE) of P and dQ (= ( EF) Q) of Q, and
then as the difference dP dQ , then dividing for the summation P + Q. According
to Torricellis terminology the difference dP dQ is the distance of the centre of
gravity from the horizontal line EF.
46
47
152
6 Torricellis principle
Torricelli then assumes that P,Q and x are related by the expression xP/Q =
EB / EF. This choice, which Torricelli knows is associated with equilibrium this
is the result reported by Torricelli to Ricci, commented on the previous pages is
not currently justied. With a simple but elegant reasoning, he shows that for the
given values for P, Q and x, when P and Q move congruently with the constraints,
the centre of gravity of the shaft moves along an arc around the point of maximum
dened by xP/Q = EB / EF. Then he concludes: So by virtue of the lemma above
the centre of gravity of the two weights will remain motionless in the proposed case.
Here Torricelli makes one nontrivial step and not easily explainable. Basically
he says that under the previous lemma the centre of gravity in our case in fact
does not move downward, that is the system is in equilibrium. Unfortunately it is
not clear what is the invoked lemma. Vassura believes it is a lemma that Torricelli
would have written, but then it went missing [233].48 It seems to me that the lemma
could be simply Torricellis principle, which is introduced by him as a premise of
equilibrium, and therefore in some way as a lemma. In fact, if a differential approach
of the modern type is adopted with the use of innitesimal displacements it would be
obtained that, for a very small change in the conguration of the system, the centre of
gravity would not be lowered as if it moved in accordance with the horizontal tangent
of an arc of circle and then one can invoke Torricellis principle for the equilibrium.
The hypothesis that Torricelli is working with innitesimals, of course intuitively,
does not necessarily represent an undue modernization of his thought. Apart from
his studies on the indivisibles where the concept of innitesimal is touched, this possibility is also corroborated by another passage contained in the undated manuscript.
At one point, Torricelli argues that as a result of the innitesimal (the term is mine)
shift of the point F for which the shaft (Fig. 6.5) moves from the conguration BF to
the conguration b f , the centre of gravity sinks of the quantity mn. This reasoning
would be valid only if he neglects the change of slope of Lr with respect to LR. And
this process will be typical for those who will manipulate the innitesimals in the
XVIII century.
But Torricellis reasoning can be explained even without explicit reference to innitesimals. For example he might refer to the work of Descartes that a few years
earlier had reached a conclusion similar to that of Torricelli, by applying the principle of virtual work to the equilibrium of a heavy material point which moves along
an inclined plane of curved prole, also subject to an external force [96].49 According to Descartes (see Chapter 7) it is necessary to consider the displacement along
the tangent and not the actual displacement. Torricelli could have known the ideas
of Descartes by Mersenne with whom he was in contact. Considering the motions
in their birth, however, was implicit in the modus operandi of many mathematicians of the XVI century. For example, Galileo and Roberval often replace the real
constraints with other constraints, simpler, giving rise to the same innitesimal displacements (see Chapters 5 and 7).
48
49
p. 234.
vol. 1, p. 233.
153
C
C
E
A
G
D
154
6 Torricellis principle
(6.1)
that expresses in formulas the fact that the centre cannot fall and which for innitesimal displacements assumes the expression:
p1 h1 + p2 h2 = 0.
(6.2)
The above formula can be given the mechanical meaning that if, in a system of
constrained heavy bodies, one weight descends another must rise and the relationship
between the descent and ascent is inversely proportional to the ratio of the weights.
The principle of Torricelli is then a virtual work law, equivalent to Jordanus theorem
from a mathematical point of view. Note that the mechanical nature of Torricellis
principle is hidden by the Archimedean approach which seeks to reduce the physics
as much as possible.
For sure Torricelli would not have had problems to extend his principle to a system of n weights. If he had done this and had written the results with an equation he
would have obtained the relation:
n
pi hi = 0.
(6.3)
i=1
To the reader the opinion on the level of anachronism is introduced with these considerations.
A
I
155
MC
K
C
In the following I refer to what Baldi wrote in the Aristotelis problemata exercitationes in problem XXX, where he studied the equilibrium of the body shown in
Fig. 6.9:
Assume it moves, and from the semidiameter BE with centre in B the arc of circle EH is described which cuts BG in H and BF in I. And because EH perpendicular to the semidiameter
BK does not pass through the centre B, EM is shorter than BK, i.e. of BI. Cut LB equal to
EM from BI. Point L will be then below point I, i.e. closest to the centre of the world of I.
Because the wall would collapse it is necessary that the centre of gravity E, after the rotation
around B, reaches I before arriving eventually in H. But I is farther from the centre of the
world than E and L, so the heavy body will rise against its nature, but this is impossible; this
is what to prove [18].54 (A.6.24)
The body is in equilibrium. Indeed assume that it is not, and perform a rotation
around B (the same applies to C); the centre of gravity describes the arc EIH and
thus moves away from the centre of the world. But this is absurd, then the body is
in equilibrium.
In problem VIII Baldi takes as a measure of stability in the degree of raising of
the centre of gravity in the rotation around a corner:
Let the triangles ABF and ACF [Fig. 6.9] be equal and of the same weight, with AFB a right
angle. Join F and C with EC greater than EF. Rotate the triangle around the point C and let
EC become perpendicular to the horizontal plane as CH, and from E draw the parallel EK
to the horizontal plane. Moving the triangle, the centre of gravity E will displace in H, but
KC is equal to EF, less than CH, then the centre of gravity will be raised from E to H, i.e.
above K for the whole space KH. This raising makes the motion difcult [18].55 (A.6.25)
54
55
p. 176.
p. 2.
7
European statics during the XVI and
XVII centuries
Abstract. This chapter presents Dutch and French contributions to mechanics, with
a nod to the English in the XVI and XVII centuries. The rst part describes the
contribution of Gille Personne de Roberval who proved the rule of composition of
forces with Jordanus displacement VWL. The central part describes the contribution of Ren Descartes who was among the rst to base statics on a VWL according
to the idea of Jordanus de Nemore. Descartes also introduces the idea of virtual displacements as the birth of virtual motion (draft of innitesimal displacements). An
important part is devoted to Simon Stevin. Given his role as the founder of modern
statics I did not limit myself to presenting his contribution to the VWLs, which is
controversial, but I also present some of his other contributions that are less documented in the manuals of the history of mechanics. The nal part shows that Isaac
Newton does not avoid important considerations on VWLs based on velocities, despite the fact that his mechanics is normally considered an alternative to them.
158
any historical evidence that de Caus use inuenced Coriolis who was for sure the
person who spread the use of the term work (see Chapter 16).
In the following I refer to a passage in which the word work is used, which also
shows how de Caus takes a law of virtual work to explain the operation of machinery,
at least the lever and pulley:
Vitruvius mentions this kind of machine, called by Greeks trochlea [pulley, block and
tackle], in which the motion has its way by means of pulleys [] one end will be attached
to the pulley and the other will serve to raise the burden. As it may be seen from the gure if
one pulls the said piece of rope marked G one foot down, the burden attached to the pulley
E simultaneously will rise half a foot and then, since the rope is doubled in the pulley, if
one pulls 20 feet of rope, the burden will move 10 feet. So a man will raise a heavy body
with this machine, as he would be two, if the machine were simple but the two men together
will draw twice the height i.e. 20 feet, before the other had pulled 10, and if in the trochlea
there were two pulleys, as shown in gure M [Fig. 7.1], the force would be quadruple, but
the burden would rise only 5 feet by pulling 20 feet of rope.
The toothed wheels have still the same ratios as the previous ones, because the force increases proportionally as the time increases [] so that a single man, will use equal force
pulling a load in this machine as eight [] but as the eight men took one hour to lift their
weight, a man will take eight hours to lift his [90].3 (A.7.1)
Fig. 7.1. Work of a machine (reproduced with permission of Master and Fellows of St. Johns
College, Cambridge)
In 1634, two translations and a new text, quite important, were published. Albert
Girard (15951632) translated the Tomus quartum mathematicorum hypomnematum
de statica by Stevin [217], Martin Mersenne (15821648) translated Le mecaniche
by Galileo [117], Pierre Herigone wrote Cursus mathematici tomus tertius, a course
of mechanics with text both in Latin and French [130].
Pierre Herigone was born in France in 1580 and died probably in Paris about
1643. Mathematician and astronomer, he taught in Paris for a long period [290]. His
3
p. 7.
159
book was a success and helped to spread Stevins ideas on mechanics. Important inuences though not made explicit are those of Guidobaldo dal Monte and Jordanus
de Nemore. Herigone did not use a single principle for his demonstrations. For example he demonstrated the law of the lever with an Archimedean approach; the law
of the inclined plane was studied as in Stevin but also as in Jordanus. According
to Duhem, Descartes received from Herigone Jordanus ideas on the law of virtual
work. Of some interest is the use of a compact mathematical notation to indicate relations and operations; among these the sign for orthogonality, the sign for the
ratio; 2/2 to indicate the equality, 2/3 to indicate less than, 3/2 greater than, < angle.
To illustrate the use of a law of virtual work in Herigone I limit myself to demonstration of the laws of the lever and the inclined plane:
C
D
A
E
F
G
B
Herigone proves the law of the lever with an Archimedean approach, close to that
used by Stevin, then he proves as a theorem the following law of virtual work:
For weights in equilibrium, the space of the lighter is to the space of the heavier as the
heavier is to lighter; the same holds for the motion in vertical direction of the lighter to the
vertical motion of the heavier [130].4 (A.7.2)
In the demonstration of the law of the inclined plane Herigone uses this theorem as
a principle of general validity:
For the same time the weight G descends from point C to point B, the weight D rises from
point A to point E and BC will consequently be the perpendicular of weights G and EF that
of weight D. But since D is to G, the perpendicular BC to the perpendicular EF, the weights
D and G are balanced [130] .5 (A.7.3)
Note, however, that Herigones use of the law of virtual work is different from that
of Jordanus in at least two respects. The rst because instead of assuming the equivalence of rising p to h and p/n to hn, he assumes the equivalence of rising p to h
and lowering p/n to hn. The second because he derives from this result the equilibrium and not just an equivalence. This allows Herigone to arrive directly at its result
without recourse to an indirect (absurd) reasoning.
4
5
p. 290.
pp. 301302.
160
f
x
f
2
k
z
161
a
d
l
u y
r
s
p
q
n
m
The inclined plane is still being replaced by a lever, only now the powers are not
both orthogonal to the arms. Fig. 7.4 illustrates the situation; note that Roberval
concentrated in this illustration more gures, including the case of a body lifted by
two ropes presented in the subsequent section.
7.1.1.2 The rule of the parallelogram
Roberval presents two proofs of the rule of the parallelogram of forces. The rst
exploits the law of the inclined plane, or at least brings everything back to the lever,
the second uses a law of virtual work. The problem is reduced to determine the forces
162
E
B
K
A
N
L
Fig. 7.5. The rules of the parallelogram and the lever
of two ropes inclined at any given angle supporting a weight A. Fig. 7.5, extracted
from Fig. 7.4, illustrates the situation for the rst proof.
The reasoning is developed (not completely without error) by imagining one of
the two ropes that support the weight, for example the AC, as xed at one end.
According to Roberval it may be replaced either by the rigid arm AC of a lever or
the inclined plane LN2:
Now for the second proposition [that of the inclined plane] we have seen that if CA is the
arm of a balance on which the weight A is retained by the rope AC so it does not slide along
the arm AC, and as CB is to CF, the weight A is to the power Q or E pulling with the rope
QA, the power Q and E will hold the balance CA in equilibrium, and the rope QA being
attached to the center of the weight A, the balance remains unloaded. The weight A will be
supported partly by the power Q or E, partly by the plane LN2 perpendicular to the balance
AC, or by the rope CA, by the fourth axiom of the Scholium [209].8 (A.7.4)
In this way the determination of the force of the rope AQ is reduced to a known case,
the lifting of a weight on a plane with a force of given direction. The same can be
made for the rope AC.
The second Robervals proof requires the use of a law of virtual work. It resembles
that of the angled lever of Jordanus de Nemore being based on the impossibility that
the sum of the product of the weights that go up by the values of the ascent is different
from the sum of the weights that go down by the values of the descent.
Scholium VIII. [...] the weight is located in A on the ropes CA and QA sustained by the
powers C and Q or K and E; with the weight that is to the powers as the perpendiculars QG
and CB are to the lines CF and QD [i.e. P : K = QG : CF; P : E = CB : CQ].
[]
If below the weight A, in its line of action, one considers the line AP, if the weight A descends
to P, dragging the ropes and making the powers K and E to rise, the ratio of the path the
powers will make in raising to that made by the weight in descending will be greater than
8
p. 22.
163
D
C
F
E
G
K
V
A
P
Fig. 7.6. The rule of the parallelogram and virtual work
the ratio of the weight to the two powers considered together. So the powers will raise more
in proportion than the weight will descend, what is against the common order. If above the
weight A, in its line of action, one considers the line AV, and the weight rises until V, the
ropes rise because of the powers K and E that descend. It will be a greater ratio of the path
the weight will make in raising to the path that the powers will make in descending than
the ratio of the two powers considered together to the weight. So the weight will rise more
than the powers will descend; and this is also against the common order. Now that the ratio
of the weight A and the powers in rising or descending are such as we said, and against the
common order, is proved in our Mechaniques,9 because it is too long to be reported here.
Concluding as the weight A will remain in its place, for the reasons of the 3rd proposition,
all goes according to the natural order. What is wanted to remark [209].10 (A.7.5)
In essence Roberval considers a weight A balanced through two ropes by the two
weights K and E, inversely proportional respectively to GQ and CB of Fig. 7.6. He
proves the equilibrium by a reduction to the absurd. Suppose there is not equilibrium,
for example the weight P falls and K and E rise. Roberval said, without reporting
the details, that the sum of the products a modern interpretation of the weights
E and K for their ascent is greater than the product of the weight A for its descent.
But this is impossible, then there cannot be motion. Hence the absurd.
In previous demonstrations Roberval gave two different criteria for determining
the tension in the ropes, but he did not explicitly set out the rule of the parallelogram
of forces. He does this explicitly in a Scholium, by afrming: If for any point made
in the line of the direction of the weight, the line parallel to one of the strings and to
the other are drawn, the side of the triangle thus formed will be homologous to the
weight and the two powers [209].11
It seems there exists another treatise where the geometrical conclusions on the variation of ropes
by Roberval are proved in detail.
10 pp. 3536.
11 p. 28.
164
And also:
Above all it must be noted that I have spoken of the force that is used to lift a weight at some
height, force that always has two dimensions, and not the force used to hold the weight at
any point, which always has only one dimension. These two forces differ from one another
12
165
ds
ds
p
as a surface differs from a line. In fact the same force a nail needs to support 100 pounds for
a moment of time is sufcient, when it does not lessen, to support them for a whole year.
But the same quantity of that force used to lift that weight up to a foot is not enough to lift
it to the height of two feet, which is not less obvious than two plus two makes four, be it is
clear it would need a double force [96].13 (A.7.7)
Descartes does not dene his force in an algebraic way, explicitly as the product
of weight for shifting, but rather in a geometrical way, as the area of a rectangle.
The force which Descartes talks about concerns weight; with a modern language it
is the work made to raise a weight and its value is measured by the product of the
weight and the space covered. It is probably not far from the ideas of Descartes not
explicit in this regard to represent the force as the product of a muscle force by
the motion of its point of application, which can be in any direction. For example,
with reference to Fig. 7.7, the force is given by the rectangle p ds but also from
f ds.
Descartes claries his concept of force by adding that the equality of the work
of the forces can only be accomplished with the use of machines that transform
rectangles of equal area in different forms:
Because I did not simply say that if the force can lift a weight of 50 pounds a height of 4
feet, it shall be able to raise 200 pounds a height of one foot, but I said that it could be
when it is applied. Now it is impossible to apply [this force], but by some other machine
or invention that makes this weight [200 pounds] to rise one foot, while the force will act
along the length of four feet, and transforms the rectangle by which the force required to lift
that weight of 200 pounds to the height of one foot into another that is equal and similar to
the one that represents the force required to lift a weight of 50 pounds to a height of 4 feet
[96].14 (A.7.8)
In substance Descartes says a man cannot raise indifferently a weight of 200 pounds
and one of 50 pounds, because probably he cannot exercise the muscular force necessary to raise the greater one, he can however choose opportune machines that can
perform this operation. The above passage is followed by an application to the case
of the inclined plane.
13
14
vol. 2, p. 353.
vol. 2, p. 357.
166
L
A
E
A
D
L
Consider the inclined plane ABC of Fig. 7.8 with AB = 2 AC. The two-dimensional
force to lift D along AB is represented by the rectangle FGH, with GH = AB. Consider then the weight L required to lift D along AB. The force in two dimensions to
raise L to the height of AC is equal to that FGH required to lift D along AB. The force
needed to lift the weight D without the intermediary of the plane AD is still equal to
FGH but one of its dimensions, AC, is half of AB then the other dimension, which
represents the force required to lift the weight will be double. Hence the weight L is
half of the weight D.
Descartes believes that the rule laid down by him, namely that the force needed
to raise p to h is the same as that required to raise p/2 to 2h should be considered
the only principle of statics. Principle because it can explain the operation of all
machines. Principle because evident since one cannot challenge the simple consideration according to which:
It is the same to lift 100 pounds to the height of one foot, and again another 100 to the height
of one foot, as to raise 200 to the height of one foot, and the same also to raise one hundred
to two feet [96].15 (A.7.9)
In fact, the justication above, coinciding with that of Galileo referred to in 5.6.2,
though ingenious, does not withstand critical analysis as noted by Mach [355].16
Indeed, the admission that to lift 100 pounds in two stages is equivalent to 200 in one,
although intuitive, is not logically deductible and it is not contradictory to imagine
that it is not true.
Descartes believes that his principle gives a causal explanation, i.e. that it allows
one to understand the why. It is natural to ask whether, given the importance of this
principle, Descartes does not count it among the laws of nature found in the Principia
philosophiae of 1644 written after the letters to Huygens and Mersenne. According
to Sophie Roux [211] this is because the law is formulated by involving the weight
and not the categories of matter and motion, the only ones that can give rise to clear
and distinct concepts.
15
16
167
It must be said that Descartes is not always consistent with his statements. In
the applications presented, in particular the law of the pulley, but also the law of the
lever, he does not use his principle as such, but rather recognizes equilibrium by other
means. From this point of view, that of Galileo who reduced actually and clearly all
the machines to a single principle, the lever, was a clearer approach, which also had
causal value. The unifying approach of Descartes is considered attractive by modern
historians of science because, being of algebraic nature, one has to apply always the
same formula, and it is easier to use in intricate situations than that of geometric
nature of Galileo, which can take a signicant technical skill and imagination.
7.1.2.2 The application to simple machines
The letter of 1637 to Constantin Huygens looks like a small treatise on mechanics
in which all the simple machines are analyzed. Here Descartes refers to forces of
gravity or lines of descent parallel to each other, though he admits that this is
only an approximation. The treatise opens with a passage similar to that reported in
the letter to Mersenne:
The invention of all those engines is based on one single principle, that if the same force
that can lift a weight, for example of 100 pounds to a height of two feet, it can also raise a
weight of 200 pounds to one foot, or a weight of 400 pounds to the height of 1/2 foot, and
others.
[]
Now the engines used to make this application of a force acting on a large space to a weight
that it raises with a minor space, are the pulley, the inclined plane, the wedge, the wheel
with the shaft, the screw and some more [96].17 (A.7.10)
C
H
A
D
K
D
B
E
17
B
E
168
that this man in C would need, as before, only the force required to support 100 pounds,
because the support is to do the same service of the man who was supposed before. Finally,
suppose that this man in C pulls the rope to lift the weight E; it is clear that if he uses the
force required to raise 100 pounds to the height of two feet, he will raise this weight which
weighs 200 pounds to the height of one foot. This because the rope ABC being wrapped as
it is, it must be pulled by two feet from the head C to raise the weight E as two men pulled
it, one from the head A the other from the head B, each the length of a foot only. There is
however something that prevents this calculation being correct, such as the weight of the
pulley and the difculty to make the rope to slide and hold it. But, this will be negligible
compared to what it gets [96].18 (A.7.11)
It is worth noting that Descartes proves the law of the pulley directly with simple
considerations of equilibrium, the same of Hero, and then veries that it complies
with the law of virtual work, contrary to the declared intentions of wanting to take a
single law of statics. In his letter to Mersenne of September 1638, there is an interesting comment on the result for the pulley, which claries even further Descartess
concept of force:
So to not deny that the nail A [Fig. 7.10a] supports half the weight of B, one can only
conclude that by this application [of the pulley], one of the dimensions of the force, that
must be in C to lift that weight, is one half, the other therefore double. Thus, if the line FG
[Fig. 7.10b] represents the force required to hold the weight B at some point without the help
of any machine, and the rectangle GH which is enough to lift the height of a foot, the support
of the nail A reduces to one half the dimension represented by the line FG, and doubling
the rope BDC it doubles the other dimension represented by the line FH, so the force which
must be in C to lift the weight E to the height of a foot, is represented by the rectangle IK
[see Fig. 7.10b]. And since it is known in geometry that a line added or removed to an area
neither enlarges nor diminishes, here you will observe that the force with which the nail in
A supports the weight B, having only a single dimension cannot ensure that the force in C,
seen in its two dimensions, should be less greater to lift the weight in this manner than to
lift it without the pulley [96].19 (A.7.12)
E
H
a)
b)
B
18
19
169
In the following I will report only the demonstration of the law of the lever. That
of the inclined plane is the same as that already shown in the letter to Mersenne but
more concise and the demonstrations of the laws of the wedge, the screw and the axis
and the wheel do not present elements of particular interest. Different is the situation
of the lever for which Descartes says, not without surprise to a modern reader, that
it is the case more complicated to prove.
The lever considered by Descartes is that of Fig. 7.11. The weight is applied at the
end H, the force at the end C. It is OC = 3 OH. When the lever is in the position GB,
Descartes admits with Galileo, that the constraint of the lever is equivalent in G with
the inclined plane GM tangent in G to the circle KHF. With the law of the inclined
plane Descartes can determine the apparent gravity or relative gravity, as opposed
to the absolute gravity of a body free from constraints, which acts perpendicular to
the lever and then parallel to power in B. At this point, Descartes takes for granted
the law of the lever with powers perpendicular to it and determines the power in B
saying that it is equal to one third of the relative gravity of the weight. From the
arguments of Descartes it is clear that the difculty lies not in the law of the lever
in itself, which is presupposed, but in the fact that at one end of the lever the power
acts perpendicularly to it while at the other end the weight acts vertically, and that
the efcacy of this weight depends on the inclination of the lever.
Lever. And to accurately measure this force which must be at each point of the curved line
ABCDE, it is known that it works the same way as if the weight moved on an inclined
circular plane, and that the slope in each of the points of this circular plane is to be measured
by that of the straight line that touches the circle at this point. Such as when the force is at
point B, to nd the proportion that the heaviness of the weight that is at that moment in G
must have, it must draw the tangent GM and consider that the heaviness of this weight is
proportional to the force required to drag it on this plane, and thus to rise it according to the
circular arc FGH, as the line GM is to the line MS. Then, since BO is three times OG, it is
sufcient that the force in B is to this weight in G as the third part of the line SM is to the
whole GM. The same is true when the force is at point D [96].20 (A.7.13)
A
B
K
O
F
M
D
E
20
vol. 2, p. 445.
I
N
H
G
170
Descartes, therefore, studies, or at least considers, the lever starting from the inclined plane, with a procedure completely opposite from that taken by Galileo. This
is largely due to the fact that because of his concept of work, the inclined plane,
which consider changes in height, naturally lends itself to play a paradigmatic role.
7.1.2.3 The refusal of virtual velocities
In the above analysis on the simple machines it seems to have more to do with the
motion than with the equilibrium. Descartes argument, however, is contrary to the
use of virtual velocities, and it is not suitable for him to establish a principle of
statics, because the velocity (real) depends on many factors, such as the resistance
of the medium, the velocity of application of the force and so on:
Many people regularly confused the consideration of the space with that of time, or speed,
so that, for example, in the lever, or equally, in the balance ABCD [see Fig. 7.12a], having
assumed that the arm AB is twice as long as BC, and that the weight in C is twice the weight
in A, and that they are in equilibrium, instead of saying that the cause of this equilibrium is
that because the weight C lifts or is lifted by the weight A, it will not go for half the space of
it [the weight A] they say that it moves half more slowly, and this is a mistake, among the
most insidious to be recognized, because it is not the difference in speed that determines the
weight to be in equilibrium, but the difference of displacements [96].21 (A.7.14)
B
D
G
a)
b)
A
Fig. 7.12. The effect of velocity
For Descartes it is not the difference of velocity which determines that one of the
two weights must be double the other, but the difference of displacement:
As it is shown, for example, that to lift the weight F with your hand to G [Fig. 7.12b], it is
not necessary, if one wants to lift it with twice the speed, to use a force that is exactly twice
that otherwise required. It is required instead a force that is more or less double, according
to the variable ratio that can have the speed to the factors that will resist, but to raise it at the
same speed of twice the height, up to H, a force is needed that is exactly twice, I say that is
exactly twice, just as one plus one makes two: in fact a certain amount of that force must be
used to lift the weight from F to G and then again the same amount to raise it up from G to
H [96].22 (A.7.15)
And to the contrary, take a fan in your hands, you can lift it with the same speed with which
it could descend by itself in the air when you leave it to fall, without any effort except that
21
22
171
necessary to sustain it. But for lifting and lowering two times more fast it will be necessary
that you employ a force greater than double the other, unless it be zero [96].23 (A.7.16)
He continues to justify his position, without being very convincing, saying that he
knows very well that the ratio of velocities can be equal to that of displacements, but
this is not enough to accredit a principle of statics:
Now the reason because I am criticizing those who use speed to explain the force of the
lever and the like, is not that I deny that the same proportion of speed does always occur,
but because the speed does not explain why the force increases or decreases, as does the
amount of space [motion], and that there are many other things to consider for the speeds
that have not been explained [96].24 (A.7.17)
vol. 3, p. 614.
vol. 3, p. 614.
vol. 2, p. 433.
172
either to raise or to follow if it sinks. The proportion that exists between the straight line
[the tangent] describing the motion and that which denes the approach of the body to the
centre of the earth is the same as that which exists between the absolute and relative weight
[96].26 (A.7.19)
In his analysis of the descent of a body on an inclined plane Descartes rst argues that
the relative gravity varies along an inclined plane as the angle between the directions
of force of gravity and motion. In the generic point D of Fig. 7.13 the ratio between
the relative and absolute gravity is given by the ratio between the sides FN and NP.
A
H
F
E
D
N
M
Fig. 7.13. Motion over a curve path
Let AC be an inclined plane on the horizon BC and AB tend directly to the centre of the
earth. Those who write about mechanics shall ensure that the heaviness of the weight F,
when it is on the plane AC, has the same proportion with its absolute weight as the line AB
to the line AC.
[]
Which is not entirely true, however, except when it is assumed that the heavy bodies tend
downward along parallel lines, an assumption that is commonly made when Mechanics is
considered to be useful, since the little difference that can cause the inclination of these
lines, that tend toward the centre of the earth, is not sensitive. [] And to know how much
it weighs in every one of the other points of the plane with regard to this power, for example
at point D, we must draw a straight line, as DN, toward the centre of the earth, and from the
point N, arbitrarily assumed on this line, draw NP perpendicular to DN, which meets AC
in P. As DN is to DP, so the relative gravity of the weight F in D is at its absolute gravity
[96].27 (A.7.20)
Descartes then considers what would happen if one admitted that the weight was
falling not on an inclined plane but on the curved surface EDG:
Note that I say, begin to descend, not just descend, because it is at the beginning of the
descent to which it is necessary to refer. So if, for example, the weight F is not supported at
26
27
vol. 2, p. 229.
vol. 2, pp. 232233.
173
the point D on an inclined plane, as ADC is supposed, but on a spherical surface, or curve
in any other manner, such as EGD, provided that the at surface, which is imagined tangent
at point D, it is the same as ADC, it will not weigh any more or less, for the power H, which
must be applied to the plane AC. Because, although the motion that would make this body
go up or down from point D to E or to G on the surface EDG, would be completely different
than it would be on the at surface ADC, however, being in the point D of EDG, it will be
forced to move as if were on ADC, toward A or C. It is evident that the change of position
resulting in the motion, when the body has ceased to touch the point D, cannot change the
weight that it has when it touches it [96].28 (A.7.21)
What is reported above very clearly by Descartes can be repeated with a bit more
modern language. With reference to Fig. 7.13 it can be seen that if the weight F is
in equilibrium on the inclined plane AK, this equilibrium will not be upset if the
plane turns, in the points where it is not in immediate contact with the weight, with
the surface EDG, or any other surface. To check the equilibrium it is sufcient to
consider innitely small displacements which the smaller they are the more they
are parallel to the tangent to the curved surface (in technical language, innitesimal
displacements). If one considers nite displacements the weight would be moving
on a surface of different slope than the inclined plane in which he had found the
equilibrium and this would no longer exist.
7.1.2.5 A possible precursor
It has been said beforehand that Descartes could have borrowed his ideas on statics
from Herigone. But it is also possible that there was no direct personal inuence and
that Descartes drew from formulations, more or less dened, of the laws of virtual
work which were part of the background knowledge of the period. In this respect it
seems interesting to refer to the little known work of Genevan Michel Varro.
Not much is known of this author who is considered a minor scientist and there
are few specic studies on him [363, 266]. Of his writings a treatise on mechanics (tractatulum) in Latin is known, entitled De motu tractatus [239], which studies
equilibrium, making reference to a virtual work law based on speed. Varros treatise
is very slim, less then fty pages, and considers just general aspects. From this point
of view it is quite different from the treatises of the period which almost all concentrated on explanation of the operation of simple machines, an approach that to some
extent did not escape even Galileo and Stevin (to a lesser extent for the latter) with
writings substantially contemporary to Varro.
Varro says he was inspired by Archimedes in his mathematical approach to statics, not so much in the principles he uses but rather for the method. Like Archimedes,
Varro argues that a treatise on mechanics should not have to deal with special cases
but should report the general theory:
It is for this that I think it is necessary to insist rst in the theory, because what is applied
could be considered without any difculty. In some respects there is the danger that if we stop
to deal with special cases, people are satised with these, and so it happens that the universal
knowledge is neglected and the search for causes and science end [239].29 (A.7.22)
28
29
174
In a series of denitions concerning the nature of forces not just weight and motion Varro, despite his thinking being in part still inside Scholasticism with the
use of concepts like natural motion etc., sets the stage for a quantitative study of the
virtual work laws of equilibrium and reaches out to formulate his virtual work laws
as theorems of equilibrium, as the following for instance:
Theorem I
Two forces connected so that their motions will be inversely proportional do not move but
are in equilibrium. [239].30 (A.7.23)
This theorem is enough for Varro to formulate a correct law of the inclined plane,
although he gives the result no particular emphasis [239].31
Historians of mechanics [363],32 credit Varro with having given some contribution to the rule of composition of forces [239],33 however, the text of Varro is not
so clear on the subject and I will not comment on the fact. As far as this chapter
is concerned, it is interesting to note the following comment that Varro adds at the
end of his treatise, which recalls the letters of Descartes to Constantin Huygens and
Mersenne:
To therefore conclude this small treatise, or to close in a summary, to produce the motion,
three things must be considered: the force by which we want to make the motion, the force
that we want to move, and the motion with which we want to move. Any two of them
determine the third. Indeed if we want to move a large force with a small one, we can move
it by a small motion, if on the contrary we want to move some force by a large motion, it
requires a large driving force. For example, if we want to move 100 pounds with the aid of
1 pound, the motion must be by 100 times. If we want to use 1 pound to move another force
so that it is driven 100 times faster than the weight of 1 pound, that force must be 100 times
smaller. If we want to move 1 pound so that it is moved 100 times faster than the force that
moves, it will need a force 100 times greater. Nature does not allow that in all these cases
a new force arises. Indeed, if the proportion were by any means violated, there would be
perpetual motion, or as it is named, perpetual motion in perpetual matter [239].34 (A.7.24)
p. 19.
pp. 3537.
p. 121.
pp. 3738.
pp. 4243.
p. 321.
175
which is certainly not fully founded, but certainly it offers matter to reect on how
the laws of virtual work were entrenched in mechanics of the late XVI century.
Finally I would like to point out the introduction of the concept in an embryonic
form of potential energy, which I think is one of the rst in the history of mechanics.
Towards the end of his work Varro says that a lot of things can be raised beyond
their natural place to use them when it is needed to produce motion[239].36
To explain in detail the operation of the new machine, known today as the hydraulic
press, Pascal curiously assumed another principle, that of Torricelli. He, however,
did not mention Torricelli of whom almost certainly he knew the work, perhaps
because he followed the fashion of the period to not give much evidence of the
36
37
38
p. 45.
It seems however that Pascals treatise was composed in 1653.
p. 183184.
176
Fig. 7.14. The hydraulic press (reproduced with permission of Biblioteca e Archivio Accademia
Nazionale delle Scienze, Torino)
Pascal above has considered a parallelepiped reservoir on which there are two circular holes, one great on the right and one smaller one on the left (see Fig. 7.14).
After lling the container with uid, a weight proportional to the area of the holes is
applied to the two pistons. The proof of equilibrium is for reduction to the absurd.
Suppose there is not equilibrium and a piston moves up and the other down. For the
geometry of the pistons, for their weights and for the incompressibility of the uid it
is easy to infer that their common centre of gravity is not lowered. Then the motion
cannot occur, hence the absurd.
pp. 186187.
177
Claude Franois Milliet de Challes (1621?-1678) combined the talents of mathematician, teacher, and writer. His Cursus seu mundus mathematicus [91] is a remarkable and well-written course on mathematics and subjects such as optics, magnetism,
mechanics, navigation, pyrotechnics, astronomy and music. De Challes was to incorporate the works of previous mathematicians into a coherent system and to explain
the intricacies of the mathematical sciences with ease and accuracy. He assumed
some form of virtual work law in his argumentations.
Jacques Rohault (16201673) was a mechanistic Cartesian and experimental
physicist. His Trait de physique [210] was a standard text for nearly fty years.
John Clarke and Samuel Clarke, rather than writing a Newtonian physics, translated
Rohaults work into Latin and English [70] and added Newtonian footnotes to correct Rohaults mistakes.
Ignaces Gaston Pardies (16361673) was a Jesuit. His collected mathematical
works were published in French and in Latin. Of particular interest is his La statique
ou la science de forces mouvantes [184], where there are contributions also to the
strength of materials.
Bernard Lamy (16081679) was professor of classics at the Jesuit Collge de
Csar in Vendome. His major publication in statics was his Trait de mcanique, de
lquilibre des solides et des liqueurs in which the parallelogram of forces law is given
[155]. Pierre Varignon discovered the parallelogram of forces law independently, at
about the same time, and he saw more consequences of it than Lamy did.
178
Stevin and Christiaan Huygens were born, however, separated by a vast amount of
time. In this section I illustrate with some detail only the contribution these two
Dutch scientists made to the development of laws of virtual work; the contribution
that albeit has involved only a small part of their production is nevertheless important [384].
in fact he often introduces forces applied by ropes that can be tightened by weights
or by human hands (muscle force).
The Tomus quartus is divided into ve books, plus an Appendix and some Additions to the Dutch edition of 1586. The approach is of Euclidean type, in the sense
40
41
42
p. 94.
In the Dutch text instead of statica there is written art of weighing [218], p. 97.
p. 5.
179
that for every book there is a different topic; rst there are denitions, then postulates
and nally theorems, that are linked together.
In the rst part of the rst book Stevin demonstrates the law of the lever, with an
argument similar to that used by Galileo in Le mecaniche. Starting from a continuous
prismatic body with geometric considerations in the wake of Archimedes he nds
the law of inverse proportionality between weight and arm length. In the second part
of the same book Stevin gives his famous demonstration of the law of the inclined
plane, determining the value of the force parallel to the slope enough to maintain
a heavy body in balance. Stevin extends his result to the case where the uplifting
force is not parallel to the inclined plane. Gilles Personne de Roberval (see previous
sections) found Stevins proof not satisfactory and gave a much more convincing
proof; in a subsequent section I will discuss the legality of Stevins extension.
Based on the law of the inclined plane generalized to a force of any direction, with
a rather complex argument that is developed with many theorems and corollaries,
Stevin puts the groundwork for the proof of the rule of the parallelogram of forces
which is satisfactory if the generalized law for the inclined plane is accepted.
The second book of the Tomus quartus regards the evaluation of the centres of
gravity of plane and solid gures, and it is denitely less interesting. The third book
is on practical statics in which lifting of bodies more complex than those treated in
the rst two books is considered. The fourth and fth books are dedicated to hydrostatics. They are fundamental texts on the subject that however I do not comment
on because they are not related to the subject of my work. The Appendix contains
various comments, including perhaps the most interesting about the criticism of the
principle of virtual velocities to be discussed below.
In the Additions Stevin considers and devises demonstrations for pulleys, and
treats with some generality the case of forces applied by means of ropes in a section
called spartostatica. In this section statics has already became the science of equilibrium of force and no longer of weights. It contains the wording of the rule of the
parallelogram which is a rule of composition of forces, even though it is presented
as a way to determine the tension of two ropes which sustain a weight [215]. This
change of attitude is a fundamental Stevins contribution to modern statics, and it
does not matter if the rule of composition of forces is given an imperfect proof; it is
however a rule which works. In the nal part of the spartostatica Stevin considers for
the rst time fundamental arguments that can be conceived only in the new frame
of reference, i.e. the funicular polygon of forces, the weight sustained by more than
two ropes in the plane, and the non-coplanar ropes.
The reading of Stevins mechanical work offers a much more modern view than
that of Guidobaldo dal Monte (1577) [86] and Galileo (1594) [119]. The approach
of Archimedean kind is equally rigorous, but less verbose. Unlike Galileo, Stevin
does not bother to set up statics on a single principle, that of the lever. He uses
the Archimedean geometric proof for the lever, but then he relies on the law of the
inclined plane using an empirical principle, then in part still controversial, the impossibility of perpetual motion.
Stevin among other things, is among the rst to realize that the centre of gravity
of a heavy body is not unique if one admits that the lines of descent of bodies are
180
converging toward the centre of the world. He rst shows that since the actions of
gravity converge toward the centre of the world, the centre of gravity in the sense of
Pappus and Commandino cannot exist for a body other than the sphere:
From this it follows there is no body in Nature, speaking mathematically, other than the
sphere which can be suspended from its centre of gravity and maintains any position. Or
such that the plane passing from it splits the body in equally weighting parts. But for the various and innite congurations there will be various and innite centres of gravity [215].43
(A.7.28)
On the other hand, however, he argues that this is only a theoretic conclusion and
in practice, because the actions of gravity differ by a very small angle, the centre of
gravity determined with the Archimedean rules meets the demand of Pappus to be
the point of suspension of neutral equilibrium.
But this difference is not observable for the practice of men and the beam should be some
miles long because it can be detected. So we postulate that the verticals be parallel each
other [emphasis added] [215].44 (A.7.29)
L
N
H
K
M
O
B
A
D
Fig. 7.15. The centre of gravity of a body
p. 11.
p. 11.
181
Plate 3. A Latin and a Dutch edition of Stevins books on mechanics (reproduced with permission,
respectively, of Biblioteca Nazionale Centrale, Rome, and of Max Planck Institute for the History
of Science, Berlin)
perhaps he did not understand the full extent, but only to make a series of comments
on the way weights can be lifted. In fact, the explicit formulation of the rule of the
parallelogram is in the section of the Additions named spartostatica.
Below I refer with some detail to Stevins demonstration, although it in no way
affects the laws of virtual work. This for two reasons: the rst to illustrate the difculties of the proof of the composition of the forces, a rule that was and still is alternative
to laws of virtual work. The second reason is that normally Stevins demonstration
is not reported so faithfully in the textbooks of history of science, perhaps because
it is too complex.
The starting point is the law of the inclined plane. For reasons that will appear
clear later he refers to a prism that is moved along an inclined plane as shown in
Fig. 7.16. In corollary V to the law of the inclined plane reported in the second half
of the rst book [216]45 , it is easy for Stevin to show that the ratio between the
weight M of the prism, i.e. the force to lift it, called the direct uplifting force, and the
force E needed to move it on the inclined plane, called the oblique uplifting force,
is equal to the ratio of the segments LD and DI identied by the intersection of the
ropes with the prism (because M : E = AB : BC = LD : DI).
45
p. 36.
182
F
H
L
I
D O
B
P
Q
A
Stevin continues his argument with corollary VIII, which states that the relations
found for the prism that moves on the inclined plane remain valid if the constraint
46
pp. 3637.
183
H
L
F
M
D O
G
of the inclined plane is replaced with that provided by a xed point, as shown in
Fig. 7.17.
Even in this case the relationship between the segments intercepted by the various
ropes that support the cylinder is proportional to the forces necessary to balance the
cylinder. In particular in the case of Fig. 7.17 the ratio between DL and DO is equal
to the ratio of the direct and horizontal uplifting. Stevin does not pause to justify the
lawfulness of the replacement of the inclined plane with the xed point G. Reading
between the lines it can be understood that, because for every inclination of the rope
the intercept with the side of the prism provides the force necessary to maintain the
equilibrium whichever is the inclination of the inclined plane, the inclined plane
can be replaced with a constraint that performs its essential function, i.e. to offer
a support to the prism. The result of Stevin, namely the determination of the force
necessary to support the prism constrained to a xed point, could have been extended
quite easily to the case of a body of any shape to get a rule of equilibrium as efcient
as the vanishing of the static moments. But Stevin does not do it.
The next step, basically the denitive one, consists in the analysis of the situation
of Fig. 7.18 for which Stevin states the following theorem XVIII:
If a column is maintained in equilibrium by two oblique uplifting forces as the line of the
oblique uplifting force is to the line of the direct uplifting force, so each oblique uplifting
force is to its direct uplifting force [216].47 (A.7.31)
Notice that if points E and F have the same distance from the centre of gravity of
the prism the vertical uplifting force I and K will be the same, so LE and FM have
the ratio of G and H. From this theorem, of which I do not give a demonstration, it
is very easy to arrive at the parallelogram rule. Stevin does this in the Additions.
To get the rule of the parallelogram from theorem XVIII it sufces to consider
the case where the two points E and F of Fig. 17.18 coincide with each other and
with the centroid as shown in Fig. 7.19a. In this case it can be afrmed that the
proportion between segments CI, DC, CE is the same as the direct, and inclined
forces (corollary III of the Additions); but this is the rule of the parallelogram. The
47
p. 48.
184
A L
C
O
F
H
D
B
D
D
H
C
G
a)
b)
B
proof is perfected by translating downward the prism as in Fig. 7.19b, which does
not change the value of uplifting inclined forces (corollary 4) and nally replaced
with a weight of any shape (corollary 5).
7.2.1.2 The law of virtual work
On Stevin and the law of virtual work different opinions have been reported, some
like those of Mach and Duhem make him one of the most modern supporters, others
like Dijksterhuis deny this claim.
Stevins considerations on the law of virtual work are listed in the Appendix and
Addition of his Tomus quartus de mathematicorum hypomnematum de statica. In
chapter I of the appendix, he writes:
The cause of the equilibrium of the lever, as the chapter title says, does not lie in the arcs of a
circle described by its ends. Common sense is enough to prove that equal weights suspended
at equal distances are in equilibrium with a lever. But to say that different weights suspended
at different distances are in equilibrium when these weights are in inverse proportion to the
distances from which they are suspended, does not seem so obvious. The ancients thought
that the reason for this was in the arcs described by the end of the lever. This view can be
185
found in the Mechanica of Aristotle and the work of his followers. We will try the inaccuracy
of this view as follows:
A That what is in equilibrium does not describe a circle,
E two weights in equilibrium are motionless,
A so two weights in equilibrium do not describe a circle, So there is no circle.
Once one deletes the circle, the cause that should reside in it also disappears. So the cause
of the equilibrium cannot be found in the circle [215].48 (A.7.32)
The law of the inclined plane was immediately followed by a comparison of weights
of the chain that rely on the two opposing inclined planes (see Fig. 7.20).
Fig. 7.20. The chain of spheres on an inclined plane (reproduced with permission of Biblioteca
Nazionale Centrale, Rome)
48
49
p. 151.
p. 35.
186
Notice that Stevin considers as unproblematic negating the perpetual motion, and
does not assume it explicitly as a principle of statics though it is as fundamental for
his mechanics at least as the law of the lever. The simple justication is that probably
Stevin did not want his book to appear too new by introducing at the beginning a
non-standard statement. Note also that the perpetual motion of which Stevin speaks,
although he is not precise in this regard, is not the inertial motion, ideally possible,
the physical perpetual motion of Leibniz [158],50 but a perpetual motion where one
can always get work, the mechanical perpetual motion [158],51 actually impossible.
So the reasoning of Stevin seems safe from such criticisms made against him by
Dijksterhuis [292].52
Stevin returns to the subject in the Addition, where he speaks of Trochleostatica,
and shows that for a simple system of pulleys as in Fig. 7.21 the power F is half the
weight B because B is carried by two ropes:
Proposition. To search the quality of lifting of weights with the pulley.
Before starting to speak of the subject, we will say in general that when we speak of a given
weight, we will assume a weight suspended from the lower pulley; regarding the weight of
the rope we will neglect it. Examen of weight raised along a straight line: Let A in the rst
gure [Fig. 7.21] be a pulley, from which the weight B is suspended, and the rope CDEF,
the part FE and CF of which are parallel and vertical. This posited, the weight B will be
sustained equally by the two parts EF and CD, because the pulley acts equally on both. So
if one would sustain the weight B with his hand in F, by keeping the weight in this position,
he will sustain one half of B. From this it results that it is easier to lift a weight with a pulley
than without it [215].53 (A.7.34)
Fig. 7.21. The pulley (reproduced with permission of Max Planck Institute for the History of Science, Berlin)
50
51
52
53
p. 472.
p. 472.
IV, p. 65.
p. 171.
187
And he comments:
The following axiom of statics is valid: as the space of the agent to the space of the patient,
so the power of patient to the power of agent [215].54 (A.7.35)
Here Stevin states unambiguously a law of virtual work. His remarks, according to
Mach, are more mature than these purely geometric statements of Guidobaldo dal
Monte, reported in the previous chapter [355].55 So to say that Stevin had a role in
the development of the law of virtual work or to deny it, its just a matter of wording.
The law of virtual work for Stevin is not a foundational principle of mechanics, but
a theorem, surely relevant.
Stevin with his consistency in considering only motion and not speed, will contribute to the development of the principle of virtual displacements, operationally
equivalent but conceptually not to that of virtual velocities. In this way it is easier to separate the law of virtual work from Aristotelian dynamics, destined to be
abandoned. Descartes and Wallis are the natural successors of Stevin in wanting to
deny the dignity of an equilibrium law based on virtual velocity and to develop the
approach of virtual displacements.
pp. 171172.
p. 49.
vol. 6.
188
Fig. 7.22. Equilibrium of ropes (reproduced with permission of Biblioteca Guido Castelnuovo,
Universit La Sapienza, Rome)
witness the level of maturation of the ideas on the law of virtual work at the end of
the XVII century.
The rst Huygenss application refers to three ropes converging together into a
knot, illustrated in Fig. 7.22 on the left. He is looking for a relationship between the
forces in the ropes in the state of equilibrium. The text of Huygens is laconic, just a
note, in which Latin and French are mixed. To notice the adoption of an algebraic
language see [135].57
Let the node be in E. And PE be shortened by DE
QE by AE
SE elongated by BE
Then it is necessary DE in p + AE in q - BE in t = 0. (A.7.36)
In the nal equation in means multiplication, p, q, and t are the forces that pull
the ropes P, Q and S, while DE, AE, BE are the respective variations of lengths. In
modern terms, the equation expresses the vanishing of virtual work.
The second application, more complex, refers to the equilibrium of the four ropes
PRST shown in Fig. 7.22 on the right. Huygens had to determine the forces prst that
pull the ropes, so that they are balanced. He considered separately four innitesimal
virtual displacements, each perpendicular to a rope. He then writes the virtual work
depending on the other three ropes. In modern terms, his calculations are equivalent
to the projection of three forces, one at a time on the straight lines orthogonal to the
fourth [135].58
CA in P - CD in R -CO in S = 0
sin TEP in P sin TER in R - sin TES in S
sin PER in R sin PES in S - sin PET in T
sin RES in S sin RET in T - sin REP in P
sin SET in T + sin SEP in P - sin SER in R
57
58
=0
=0
=0
=0
189
on
es + at
f r ct
r=
e
d
d p f tt
ap br
t=
.
s=
e
b
p=
(A.7.37)
In the above equations in again means multiplication, sin is for sinus, the virtual displacement is simplied. Note that the forces p, r, s, t issued by the last four
equations are not exactly univocally determined, but only the one over the others. In
modern terms it can be said that the system is statically indeterminate and admits a
simple innity of solutions.
Fig. 7.23 shows, for clarity, the case of virtual displacements orthogonal to the
directions T and P, corresponding to the rst two equations of virtual work, that with
the symbols of the gure become:
p sin r sin s sin = 0
r sin s sin t sin = 0.
T
P
S
s
T
t
S
s
A2
a)
r
b)
190
the Puritan Revolution is just a coincidence. But in fact, this coincidence exists and
the conception of science and mathematics of the Puritan movement was certainly
favourable to its development.
The following list of scientists, to which should be added Isaac Newton, sufciently show the impressive way British science grew in the second half of the
XVII century: John Wallis (16161703), Robert Boyle (16271691), Isaac Barrow
(16301677), Christopher Wren (16321723), Robert Hooke (16351703). With respect to statics the only direct contribution came from John Wallis who, from a certain point of view, can be seen as the last important representative of the ancient
statics, where the lifting of weights was still an important aspect. Newton made a
contribution mainly from a methodological, or philosophical, point of view by subordinating statics to dynamics.
191
what it is not here the case to speak about). It is enough that with Gravity we intend what
we know from senses. The force which moves downward either for the heavy body itself or
for the less constraint toward the centre of the Earth.
With weight I mean the measure of Gravity [245].59 (A.7.38)
One of the founding points of Wallis statics is the idea that the relationships of
equilibrium occurring between weights also apply to ordinary forces, with appropriate adjustments. Every time he establishes a theorem or a denition for weights, he
repeats it for ordinary forces:
Prop. I
Heavy bodies gravitate according to their weight. And in general, motive forces act according to the law of forces [245].60 (A.7.39)
Prop. II
Heavy bodies, unless constrained, descend, or get closer to the centre of the Earth. And
in general any motive force, [moves] according to its direction, if there are not constraints
[245].61 (A.7.40)
Wallis calls Descensus et Ascensus the virtual descent and ascent of heavy bodies;
for forces he introduces the terms Progressus for displacement in the direction of the
force and Regressus for displacement in the opposite direction:
Prop. III
For Heavy bodies Descensus is greater when [the body] becomes closer to the centre of
Earth, Ascensus when it becomes farther. And in general, Progressus of the motive force is
greater if [the body] moves according to its direction, and inversely for Regressus [245].62
(A.7.41)
But Descensus and Ascensus are not measured only by motion but also by weight,
in the sense that they are proportional to them. And this holds also for Progressus
and Regressus:
Prop. V
Descensus of Heavy bodies, compared among them, is proportional to the ratio of their
weights and the value of descent. The same for the Ascensus. This is so if the weights are
equal, [are proportional to] the ratio of the values of displacement, and if the displacements
are equal to the ratio of weights. If weights and displacements are equal, or are in inverse proportion, [Ascensus or Descensus] are equivalent. And in general for the motive forces. Progressus and Regressus are proportional to the ratio of forces and to the regress and progress
according to the line of action [245].63 (A.7.42)
With these denitions Wallis is able to introduce his law of virtual work, where the
role of work is played by Ascensus, Descensus, Progressus and Regressus: a body
is equilibrated if in a virtual motion the Ascensus (Regressus) and the Descensus
(Progressus) are equal.
59
60
61
62
63
192
In an aggregate of bodies Wallis virtual law says that there is equilibrium if the
sum of Ascensus equals that of Descensus.
Prop. VI
Descensus and Ascensus of aggregates: if the Descensus is prevalent, simply it occurs a
downward motion; otherwise if the Ascensus prevails an upward motion [occurs]. If they
are equal, there is no motion.
When many ascending or descending bodies are joined it is their summation which is relevant [245].64 (A.7.43)
The above is exemplied in some cases in which Wallis introduces the algebraic
notation of Ascensus and Descensus, as the product of weight and displacement.
With his symbols:
For example [], compare the Descensus of a weight 2P for the displacement 3D, with the
Descensus of a weight 3P for the displacement 2D: they are equivalent (because 2 3 =
3 2), in a virtual motion, so they are balanced. But the Descensus of a weight 2P for a
displacement 4D is prevalent aver the Descensus of a weight 3P for a displacement 2D
(because 2 4 > 3 2) it in a virtual motion; then it prevails [245].65 (A.7.44)
Basically Wallis generalizes the law of Descartes, or if one wants Torricellis principle, from the case of two weights to the case of n weights or n forces. Using an
algebraic language, as Wallis does although in an embryonic form, for n forces fi
and n motions ui , his results are summarized in the following relation:
n
fi ui = 0
(7.1)
i=1
where the signs are positive in the case of Progressus, negative in the case of Regressus.
The above is valid for constant forces that move always parallel to themselves.
For displacements along curved paths, however, Wallis suggests the solution already
proposed by Descartes. One should consider motions in the direction of the tangent
to the curve on which the heavy body moves.
Prop. XV
The slope of the descent of a curve line in a point is given by the tangent, and for a surface
by the tangent plane [245].66 (A.7.45)
64
65
66
Chapter 2, p. 38.
Chapter 2, p. 39.
Chapter 2, p. 47.
193
p. 84.
p. 93.
194
A long passage follows in which Newton says more or less explicitly that forces
and weights are more or less effective depending on their velocity. So there is a
difference in the effectiveness and the force that Newton introduced in technical
sense, as magnitude measured by the acceleration it imposes. To this efcacy one
would be tempted to give the name of work, or better power (product of force for
speed), but Newton does not it.
So those weights are of equal force to move the arms of a balance; which during the play
of the balance are reciprocally as their velocities upwards and downwards; that is, if the
ascent or descent is direct, those weights are of equal force, which are reciprocally as the
distances of the points at which they are suspended from the axis of the balance; but if they
are turned aside by the interposition of oblique planes, or other obstacles, and made to ascend
or descend obliquely, those bodies will be equipollent, which are reciprocally as the heights
of their ascent and descent taken according to the perpendicular; and that on account of the
determination of gravity downwards. And in like manner in the pulley, or in a combination
of pulleys, the force of a hand drawing the rope directly, which is to the weight, whether
ascending directly or obliquely, as the velocity of the perpendicular ascent of the weight to
the velocity of the hand that draws the rope, will sustain the weight.
The force of the screw to press a body []. The form by which the wedge presses or drives
the two parts []. The power and use of mechanics consist only in this, that by diminishing
the velocity we may augment the force, and the contrary: from whence in all sorts of proper
machines, we have the solution of this problem; To move a given weight with a given power,
or with a given force to overcome any other given resistance. For if machines are so contrived
that the velocities of the agent and resistant are reciprocally as their forces, the agent will
just sustain the resistant, but with a greater disparity of velocity will overcome it [] But to
treat of mechanics is not my present business. I was only willing to show by those examples
the great extent and certainty of the third Law of motion [emphasis added]. For if we estimate
the action of the agent from its force and velocity conjunctly, and likewise the reaction of
the impediment conjunctly from the velocities of its several parts, and from the forces of
resistance arising from the attrition, cohesion, weight, and acceleration of those parts, the
action and reaction in the use of all sorts of machines will be found always equal to one
another. And so far as the action is propagated by the intervening instruments, and at last
impressed upon the resisting body, the ultimate determination of the action will be always
contrary to the determination of the reaction [176].69
69
p. 94.
8
The principle of virtual velocities
Abstract. This chapter is almost entirely devoted to Johann Bernoulli, who considers
the equilibrium for a set of innitesimal displacements and forces. In the rst part
the different conceptions of the force of the XVIII century, including those of dead
and living forces, are summarized. In the central part Bernoullis VWL is presented
which enforces equality of positive and negative energies, the energy being dened
as the scalar product of the force by the displacement of its application point, named
virtual velocity. He offers a number of applications to the various cases including
the uid but does not provide any demonstration. In the nal part a comparison of
Varignons mechanics, based on composition of forces and Bernoullis mechanics
based on his VWL is considered.
p. 83.
196
These laws are quite familiar to a modern reader even though some particularity both
formal and substantial does not escape, mainly for Law II. First there is nowhere the
famous formula f = ma, commonly known as the second law of Newton, or better
yet, no formula is referred to. Mass is not named explicitly but it is absorbed in [quantity of] motion; in the end no reference is made to acceleration. A scrutiny shows that
also the impressed force, apparently the only familiar element in the second law, cannot be identied with the modern concept of force. Indeed, the integration of the law
of motion, considered in modern sense as f = ma, over a nite interval T of time
gives:
T
0
f dt = m
T
0
adt = mv,
(8.1)
where the second part is the variation of the quantity of motion, or according to
Newtons terminology, the alteration of motion. Comparison of the analytical expression just obtained
with the Law II of motion, shows that what Newton calls force
must be equal to 0T f dt.
Newton chose the use of the word force to indicate a founding quantity of dynamics, but he did not reconnect it to any of the concepts today named in the same way.
Newtons force is likened to the whole force introduced by previous scientists such
as Descartes or Torricelli. This concept today is scarcely used and anyway is not
referred to with this name; the most common name for it is the impulse of the force
f . In the scholium which follows the three laws of motion, Newton said verbatim
about the force of gravity considered as an example of a force acting continuously:
When a body is falling, the uniform force of its gravity acting equally, impresses, in equally
particle of time, equal forces upon that body, and therefore generates equal velocity; and in
the whole time impresses a whole velocity proportional to the time [176].2
That is the whole variation of velocity is proportional to the whole force, which is
proportional to time. In the Principia the whole force can also represent the intensity
of a pulse, and the action of continuum force, as the gravity for instance, is described
usually as a sequence of pulses, divided by a constant time step t, which in the limit
turns to zero.
Regarding the ontology of force, Newton was quite ambiguous. He introduced
force as a dominating concept together with that of absolute space and time, at the
beginning of the Principia:
Denition IV
An impressed force is the action exerted upon a body to change its state, either of rest, or of
moving uniformly forward in a right line
This force consists in the action only; and remains no longer in the body, when the action is over. For a body maintains every new state it acquires by its vis inertiae only. Impressed force are of different origins as from percussion, from pressure, from centripetal
force [176].3
2
3
p. 89.
p. 74.
197
So the impressed force is what different kinds of forces have in common from a
mechanical point of view. Here it seems that Newton wanted to say that a force can
be measured only by its effect.
The relation between dead and living forces is commented on also in an important
letter of Leibniz to Burchard de Volder (16431709) of 1699:
Consequently, in the case of a heavy body receiving an increase of speed equal and innitely
small at every moment of its fall, the dead and the living force can be calculated at the
same time. The speed increases uniformly with time but the absolute force as the square of
the time, that is, as the effect. So according to the geometric
analogy or our analysis, the
solicitations are as dx, the speed is as x, the forces as xx, or xdx [160].6 (A.8.2)
In this letter, in the denition of dead and living forces, the mass of the body was
left in the shadow and according to a use of the times was regarded as a constant of
4
5
6
p. 237.
p. 238. Translation in [161], p. 674.
p. 156.
198
proportionality. By making explicit mass, the previous quotation says that the dead
force actually Leibniz says solicitation is proportional to the mass (m) multiplied
by the innitesimal speed (dv) and the living force is proportional to the mass multiplied by the
square of speed (v), i.e. mv2 . Speed and force are linked by a simple
integration xdx, where time does not appear.
There is some disagreement among historians about the relationship between
dead and living force, simply because while living force is dened by Leibniz with a
mathematical expression (mv2 ), dead force is not. Some argue that the living force is
the integral of the dead force over an innitesimal distance, for example Ren Dugas
[308]7 believes that the relationship dead-living force expresses the theorem of living forces. A similar position was held by Ernst Cassirer. For them, where Leibniz
seems to explicitly refer to integration in time, it would be an inaccurate language
and, for example when talking about a heavy body which has fallen for some time, to
simply report a qualitative description of the phenomenon. Other authors, including
Westfall [396], argue that Leibniz has not grasped the true link between dead and
living force. According to them, the natural Leibnizs concept of variation would be
with respect to time (the monads evolve over time) and then he should integrate the
dead force overtime and this would simply give speed and not its square.
What is certain is that Leibniz says in several places that the dead and the living force are in the same ratio as points to straight lines and then the dead force is
innitesimal and the living force nite. They are related by a simple integration or
differentiation:
The equilibrium consists of a simple effort (conatus) before the motion, and that is what I
call a dead force that has the same relationship as respects the living force (which consists
in the simple motion) as the point to the line. Now at the beginning of the descent, when
the motion is small, the motion, the velocity or rather the elements of velocity are like the
descents, instead after the integration, when the force has become alive, the descents are as
the square of the velocity [158].8 (A.8.3)
Note that Leibniz does not say that the descent are as the speed, but that the elements
of speeds are as the descents and then, at the rising of motion, the elementary displacements are proportional to the elementary speeds. I know of no other passages
in which Leibniz presents the concept of dead and living force in a different way.
In particular, there are no passages in which Leibniz calculates, or puts in relation with an explicit formula dead and living forces, or simply gave an analytical
expression of the dead force.
The concept of dead force should allow a direct link from statics to dynamics;
of course the price is the acceptance of the metaphysical hypothesis of conservation
of forces, according to which the dead force becomes the living force without any
loss, a hypothesis that is not very different from that adopted by Newton that a cause
produces its effect, by conserving in some way.
7
8
p. 211.
p. 480.
199
200
K
M
H P
G E
Bernoulli starts from the metaphysical assumption: as in the cause so in the effect,
translating it in the statement that the action of the pulse of the dead force-energy
becomes living force. Each pulse of dead force-energy has the expression pdx; their
summation is the integral pdx which is shown to furnish the living force:
pdx mv2 .
(8.2)
It should be noted that after Johann Bernoulli the previous relation was generally
treated only as a mathematical theorem, and not as a principle of conservation. This is
the case of Euler, dAlembert and even perhaps of Lagrange. They, while somehow
could give a physical meaning to the second member, because the idea of living
force was certainly familiar to them, did not seem to know how to deal with the rst
member, to which neither a name nor a mechanical meaning was given. Especially
10
pp. 4647.
201
for the scientists of the XVIII century it had not the meaning of mechanical work,
understood as a physical quantity that can be converted into various forms of energy.
Bernoullis idea of conservation of mechanical energy will be resumed with success
only in the XIX century.
11
202
The distinction you make between the forces of weight and of wind gives no reasons to
admit the principle of statics for those [forces of weight] and to reject it for these [forces of
wind], because the distinction concerns only the causes of the two forces. But it does not
matter how the forces are produced, it is enough they exist, by any cause they derive they
will have always the same action, and consequently the same effect, when the forces are
applied the same way [33].13 (A.8.5)
D
Z
Fig. 8.2. A vessel constrained by a rope
B
C
R
P
p. 212.
203
In a letter to Varignon of June 1714 [39], Bernoulli discusses the problem of Fig. 8.2
in the special case where the waters resistance to motion is zero. Bernoulli argued
that the ship, without the rope, would be ready to move in the direction of the wind
with its speed. In fact if the speed of the ship were less than that of the wind the
wind would push the ship, conversely, if more it would restrain it. To Varignon who
holds that the velocity should be as BE, as it would be dealing with the rule of the
parallelogram, Bernoulli replies that in this case of velocity composition the rule of
the parallelogram cannot be applied:
I may be one of the most zealous defenders of the composition of forces, as you have seen
in my book and in other occasions, but let me tell you that here you are abusing of this
great principle of Mechanics. You do not make a good application to our subject. To show
it to you, let us see what this principle says. There are mainly two cases: the rst is when
two dead forces acting together, but in different directions, originate a third medium force,
the second of such cases is when two living forces are to apply immediately and in a short
time following different directions on a moving body, which each separately would generate
certain velocities. These forces would produce in the mobile if they act together, an average
velocity, which will be as in the case of dead forces the diagonal of the parallelogram. []
To get to our subject, the rst of our two cases does not apply, because we are not concerned
with dead forces, the second there cannot be applied either, because the ship is not pushed
by the wind like a ball by a single instant shock, but by a force applied continuously [39].
(A.8.7)
The speech is not entirely clear as Bernoulli seems to limit the validity of the rule of
the parallelogram, but in fact it is not so. Bernoulli simply says that the rule of the
parallelogram applies to forces and not necessarily to velocities. Very interesting is
the following passage, which comes closely after the previous one:
However, as the wind acts very differently on the sail by its continuation, we can consider
its action as repeated bursts at any time, each of which adds a new level of speed innitely
small to the vessel until the overall speed of the vessel is so large that the wind can add
nothing more to it. This happens when the ship, as I said, ees across the wind with the
whole speed of the wind [39]. (A.8.8)
pp. 217218.
204
Bernoulli had already studied this case in another letter to Renau of July 12th,
1713 [33],15 by requiring that the centre of gravity of the three weights was as low as
possible, taking up a similar analysis of Huygens [135].16 Now Bernoulli introduces
the terms ernegie and vitesse virtuelle. Energie is not given a precise mechanical
meaning. However it is not the dead force (Leibniz meaning) but the dead force
(Bernoulli meaning) multiplied by the innitesimal velocity and as such it has little
to do with the modern concept of energy:
In the demonstration you make about the equilibrium of weights you say the powers or the
forces are like the mass multiplied by the velocity and this is very true in a sense, but consider
in the application you made in the equilibrium of the three sails whether you confuse force
or power with the energy of the power or the force [emphasis added] and you confuse the
current velocity of the wind, which multiplied by the mass produces the absolute force, with
the virtual velocity, which multiplied with the absolute force produces the momentum or the
energy of this force [376]. 17 (A.8.9)
Immediately after, Bernoulli species that virtual velocity is identied with the innitesimal displacement, energy with the product of the power or force multiplied
by the virtual velocity. Note that at this stage forces and virtual velocities have the
same direction and Bernoulli makes no distinction between force and power.
I mean with virtual velocity the only tendency to move the forces have in a perfect equilibrium, where they do not move actually. So in your gure [Fig. 8.3], which is here the
second, if the weight B inseparable from the line MB is in equilibrium with the weights N
and O, the virtual velocity is the small line BP, and the virtual velocity of N and O are CP
and RP, and then the product of the weight B by BP, which is the energy of the weight B,
is equal to the products of weight N multiplied by PC, and the weight O multiplied by RP,
which are their energies. Wherefore to avoid ambiguity, instead of saying that their powers
or forces are as the products of the masses by their velocity you might have done better,
to express yourself well, to say that the energies of powers or forces are as the products of
these powers or forces by the virtual velocity [376]. 18 (A.8.10)
Bernoulli will come back on this in a letter to Varignon of November 12th, 1714.
The essential point [of the divergence with Renau] can be put on half a page, but this is
precisely where Mr. Renau grossly errs in that it merges the forces of winds with the energy
of forces, forgetting that to have energy that the Latins called momentum [emphasis added]
of the wind, it is not enough to take, as he does, the square of the wind speed, which would
give the sheer force of the wind, but it is necessary to multiply the square of the velocity
multiplied by its virtual velocity, i.e. by the distance from the centre of support, about which
the applied force tends to move [39]. (A.8.11)
The last step is the famous letter to Varignon of February 26th, 1715. Here Bernoulli
species his principle and afrms its generality, in the sense that he sees the principle of virtual velocities as the possible and only foundation of all statics, including
hydrostatics. He is argumentative with Varignon who proposes to establish statics
15
16
17
18
p. 164.
vol. 3.
p. 18.
p. 18.
205
on the law of composition of forces, an intention declared in the Project dune nouvelle mechanique [237] and completed with publication of the Nouvelle mcanique
ou statique [238], after his death (see last section of this chapter):
Conceive several different forces acting along different trends or directions to balance a
point, line, surface, or body; conceive also to impress on the whole system of these forces
a small motion either parallel to itself in any direction, or around a xed point whatsoever:
you will be glad to understand that with this motion each of these forces will advance or
retire in its direction, unless someone or more forces had their trends perpendicular to the
direction of the small movement, in which case this force or these forces, neither advance nor
retire anything. These advancements or retirements, which are what I call virtual velocities,
are nothing but what each direction increases or decreases by the small movement. These
increases or decreases are found by drawing a perpendicular to the end of the line of action
of any force. This perpendicular will cut in the same line of action, displaced in a close
position by the small motion, a small part that will measure the virtual velocity of this force.
Take, for example, any point P in the system of forces that is in equilibrium, F one of those
forces which push or pull the point P in the direction FP or PF; Pp a small straight line that
the point P describes because of the small motion, for which the trend FP takes the direction
f p, which will be exactly parallel to FP if the small motion is made in all parts of the system
along a given line, or will have, being prolonged, an innitely small angle with FP if the
small motion of the system is around a xed point. So draw the perpendicular PC to f p, and
you will have Cp for the virtual velocity of the force F, so that Cp F is what I call energy.
Note that Cp is negative or positive relative with respect to the others: it is positive if the
point P is pushed by the force F, and the angle FPp is obtuse and is negative if the angle FPp
is acute, but otherwise, if the point P is pulled, Cp will be negative when the angle FPp is
obtuse, and positive when acute. All this being understood, I form this general proposition:
In any equilibrium of any forces in any way they are applied and following any directions,
either they interact with each other indirectly or directly, the sum of the positive energies
will be equal to the sum of the negative energies taken positively [39] [238].19 (A.8.12)
C
p
In the passage above some things should be underlined; the rst one is that the general proposition expresses a necessary but not sufcient condition for equilibrium.
Secondly, the small movement is a rigid motion of all points and forces of the system in particular, though not explicitly, a plane rigid motion, because it reduces
to a translation or a rotation, to which it is natural to associate a system of plane
forces but these forces are not necessarily applied to a single rigid body. Thirdly,
19
206
P
L
A
a
C
N
Fig. 8.5. Equilibrium on the inclined plane
b
M
207
m
p
P
n
More or less the same is true for the pulley, where the kinematical analysis of the
points of application of power and resistance is enough. Some more attention should
be devoted to two particular cases. The rst is the proof of the composition of the
forces, the other the evaluation of the pressure a body exerts on the support.
For the rst case, Bernoulli considers the situation of Fig. 8.6, where there are
three forces A, B, C converging into P. Imagine a horizontal translation of P and
these forces notice that also the forces are moved. The virtual velocity of forces A
and B are pm and pn respectively, the virtual velocity of the force C is zero:
So we will have A pm = B Ppn + C 0 = B pn, i.e. A : B = pn : pm = sinus of the
angle pPn : sinus of the angle pPm [39]. (A.8.13)
Bernoulli says that similar relationships are obtained by imagining motions of the
system of forces in the directions Pm perpendicular to A and Pn perpendicular to
B. The relations obtained are the same as that obtained by applying algebraically
Varignons rule of force composition.
The second Bernoullis case refers to Fig. 8.7. The goal is to nd the impression
that each of the two inclined planes CA and CD receives from the ball of weight P.
Bernoulli determines an impression at a time, thinking of replacing one of two planes
BD
a
C
n
Fig. 8.7. The impression on a support
f
R
b
d
e
c
208
with a force. For example the plane CD with a force R orthogonal to it. This is the
classic approach in statics to replace a constraint with forces and apply the rules
of equilibrium to the resulting system as if the body were not constrained. Bernoulli
imagines the displacement Cc along the plane AC. The virtual velocity of the weight
B which moves to b is represented by Cn (the projection of Cc along the vertical),
the virtual velocity of the force R that replaces the constraint of the plane Cd is
represented by Ce (the projection of Cc along R). It is not hard to nd the relationship
of these two virtual velocities as a function of the angles ACD the angle formed
by the two planes and Ccn, which is the slope of the plane CD:
P : R = sinus ACD : sinus Ccn.
(8.4)
For uids, assumed as incompressible, Bernoulli considers the case of the siphon
and the hydraulic paradox. For simplicity, I will refer only to the latter. Bernoulli
considers the tube SNns of Fig. 8.8, that extends into the cylinder SDABEs. The base
AB can move inside the cylinder without allowing the uid to drain. The weight P
is at the end of a scale, to the other end of which there is the base AB. The system
is lled with a uid until F f , in order to equilibrate the weight P. By neglecting the
weight of the base, it is found that the weight P necessary for the equilibrium equals
the weight of the column of water with base AB and height JF, and not only the
weight of the portion in gray of Fig. 8.8, which seems paradoxical.
The mystery is explained by applying the rule of energies. Bernoulli imagines to
divide the uid into n layers of the same height, p in the cylinder and n p in the
tube, the weight P is also imagined divided into n equal parts. The virtual velocity
of the weight P is equal to Aa as that of the base AB. Then each of the p layers of
the cylinder has the same energy, Aa AB, as each element of the weight P. The
virtual velocity of a layer of the tube is given by f n which for the preservation of the
a
A
E
b
209
The above denition is not equivalent to that contained in the letter to Varignon. A
true velocity is considered rather than a displacement, moreover, it is in general the
variation dv of a motion. This new point of view is justied by the fact that Bernoulli
is now considering the motion of bodies and not just their equilibrium. No reference,
or comment is made to his earlier denition of the virtual velocity, as if he had never
written anything about it. Slightly further down Bernoulli continues, with the title of
Hypothesis I:
Two agents are in equilibrium, or have the same moments, when their absolute forces are in
the mutual relationship of their virtual velocities, either the forces acting on each other are
in motion or at rest.
This is a normal principle of Statics and Mechanics, I do not stop to prove it, I prefer rather
to show how the motion is produced by the force of a pressure which acts continuously, and
without further resistance in addition to those resulting from the inertia of the mobile [35].21
(A.8.15)
One must wonder about the very little weight Bernoulli now attaches to his principle, which in 1715 he had seen as a key of statics, and to the few references he
made to it, declaring it, inter alia, to be a principle of ordinary mechanics and therefore well known. At the same time time he should have known that not all scientists
accepted it. Moreover, Varignons Nouvelle mcanique, reporting his famous letter,
was not released before 1725.
20
21
p. 23.
p. 23.
210
He found this causal mechanism in the law of composition of forces by means of the
rule of the parallelogram which he assumed to be the only principle of statics.
The law of composition of forces according to the rule of the parallelogram,
known in the XVIII century as Stevins theorem, was reformulated by Varignon
and demonstrated on a dynamic basis as Newton did in the same year in his Principia, with the difference that Varignon assumes proportionality between forces and
22
Preface.
8.3 Varignon: the rule of energies and the law of composition of forces
211
velocities instead of forces and accelerations. I do not want to comment here on the
legality of this transaction, I will only refer to the wording of the law of composition
of forces as proposed by Varignon:
To prepare the imagination to compound motions, conceive [Fig. 8.9] the point A with no
weight moving uniformly toward B along the straight line AB, while this line moves uniformly toward CD, along AC by remaining always parallel to itself, i.e. by making always
the same angle with this xed line AC. Of two motions started at the same time let the velocity of the rst to the velocity of the second be as the sides AB of the parallelogram ABCD
along which they [the motions] occur. Whatever the parallelogram ABCD be, I say that for
the effect of the two forces producing these two motions in the mobile A, this point will pass
the diagonal AD of this parallelogram, during the time that each of these [forces] would have
make to pass along each of the correspondent sides AB and AC [238].23 (A.8.17)
Fig. 8.9. The composition of forces according to Varignon (reproduced with permission of Biblioteca Guido Castelnuovo, Universit La Sapienza, Rome)
The Nouvelle mcanique had a great inuence on statics for nearly a century. This
inuence did not so much derive from the theoretical content of the text, but rather
from the large number of applications. Results of such applications obtained with geometric considerations on various parallelograms of forces were expressed by means
of formulas, mainly proportions, which gave Varignons treatment a partially algebraic aspect that made it easier to solve static problems than the rigidly geometric
approach of the lever. Varignon applied the composition of force rule also to constrained systems, replacing the constraints with equivalent forces. Among the algebraic relations that he established between the forces is an important one that we now
call the Varignon theorem, which in modern terms says that the static moment of the
resultant with respect to a pole is the sum of the static moments of the components
with respect to the same pole [238].24
23
24
vol. 1, p. 13.
pp. 8485.
212
Varignon in his book, probably for the rst time, introduced the modern French
term moment from the latin word momentum, with the meaning of static moment,
i.e. the product of a force by its distance from a reference point (the arm):25
Denition XXII
The product of a weight or absolute power by their distances from the fulcrum of the lever to
which it is applied is called in latin, Momentum [] So we will continue to call it moment to
remain close with the ordinary use. The reason of this name stems without any doubt from
the fact that these products are equal or different as the actions of two powers in a lever
[238].26 (A.8.18)
At the end of the rst volume of the Nouvelle mcanique ou statique, for the lever
subjected to various forces at various points of application and with different directions, Varignon presents as a theorem (really a corollary to a more general theorem),
proved with the composition of forces, the rule of equilibrium based on the vanishing
of static moments:
The contrary expressions of moments will always be equal to each other, i.e. the sum of the
moments conspiring to turn the lever in a sense about its support will always be equal to
the sum of moments conspiring to rotate in the opposite sense on this support, as we have
already seen in Corol. 9 of Th 21[238].27 (A.8.19)
The semi-algebraic approach of Varignon evolved toward a purely algebraic approach, for which the balance of forces results in forcing to zero the sum of the
components of the forces and static moments, which today are called cardinal equations of statics. There is still no precise reconstruction in the literature of the way in
which the modern form of cardinal equations of statics was obtained. DAlembert
is commonly credited as the rst to give these equations, in the Recherches sur la
prcession des equinoxes in 1749 [82] followed by Euler [101, 106]. To the best of
my knowledge they were Fossobroni with his Memoria sul principio delle velocit
virtuali in 1794 [109],28 Prony with his Sur le principe des vitesses virtuelles in
1797 [202]29 and Lagrange, and only in the second edition of the Mcanique analytique of 1811 [148],30 which collectively gave the rst modern expression to the
cardinal equations of statics. But it was only with the Mmoire sur la composition
des moments en mcanique by Poinsot in 1804 [193] that they were fully understood.
25 In specialised treatises of mechanics, static moment is not a term of mechanics but rather of
geometry, like area or moment of inertia. The product of a force by its arm is simply called moment
(of a force). Historians of mechanics however are used to speak about static moments to distinguish
them from the Galilean moment. In the book I will follow this use.
26 p. 304.
27 pp. 385386.
28 pp. 8687.
29 p. 194.
30 pp. 4658.
8.3 Varignon: the rule of energies and the law of composition of forces
213
After having asserted that with his rule it is possible to solve all the problems of
statics, Bernoulli added:
The principle that you pretend to substitute to mine, and which is based on the composition
of forces, is nothing but a little corollary of the energy rule. I have so the right to consider
as the rst and great principle of statics that on which I based my rule: in any equilibrium
there is an equality between the energies of the absolute forces; i.e. between the product of
the forces multiplied by their virtual velocities [39]. (A.8.21)
and suggested that Varignon replace the rule of the composition of forces with the
rules of energies:
I beg you to think, you will nd in it an inexhaustible fund to enrich mechanics and to make
the study incomparably more comfortable and simple than it was in the past. The complete
treatise of this science, that you promise so long, could appear much more estimable, if it
will be founded over a principle so universal, so simple, so clear and so certain, like that it
is concerning and of which I showed so many advantages [39]. (A.8.22)
In March 1715 Varignon replied that, yes it is true that the rule of energy is interesting, but that the rule of composition of forces is easier and more fruitful:
But mechanics, from this proposition and from the general one you added to your last letter,
far from being the great and rst principle of statics, is in my opinion only a corollary of
compound motions, or of another principle, which proves this proposition, i.e. your equality
of the sum of energies, by deducing with its aid or by supposition, the incipient motions of
Mr. Descartes, which you call virtual velocities, that with the powers elsewhere evaluated,
with the assumption of their equilibrium, it is all needed for the equality of the sum of the
energies, of which one could ever have the right to think that it could be derived from one
of these principles [39]. (A.8.23)
He saw the law of energy rather as a corollary of the composition of forces. In order
to take the rule of energy as a principle of statics, for him it must be proved with the
law of composition of forces or with some other principle presumably Varignon
thought the law of the lever.
Varignon, rightly, traced the law of energy to Descartes:
Cartesians, according to the letter I cited of their Master,31 had already deduced from his
principle the same equality of Moments or energies, or the quantity of motion, that you use,
for two powers in equilibrium on simple machines, and in uids, from the incipient motion
that Mr. Descartes prescribes in this letter. But you are the only one, for what I know, who
extended the equality of energies to as many powers as you like, acting in any direction
and in equilibrium with themselves. This point is very nice, but (as I have already said) it
supposes the equilibrium among them and does not prove it [39]. (A.8.24)
31
214
and asserted that Bernoulli stated his principle only as a necessary condition, that
is if there is equilibrium then the energies are the same for virtual motions, as the
Cartesians that demonstrated the sufciency of the balance with an ad absurdum
argument:
The equilibrium from non-equilibrium, they make only a demonstration ad absurdum [39].
(A.8.25)
Bernoulli replied, arguing the logic superiority of the rule of energies, stating that it
applies equally well to solids and uids, while this is not true for the composition
of forces. Diplomatically he then ended by asserting that what counts for him is that
his rule is correct and works very well:
I am afraid of falling into a long verbosity if I try to discuss all you are saying regarding
my rule of energy, that I pretend to be general for the whole of mechanics, both for uids
and solids [] let us avoid that verbosity. It is only sufcient to establish the truth and the
universality of my rule of energies against your objections. That this rule be a principle or a
theorem of another rule, it does not matter; it is enough that it is true, general and comfortable, without any exceptions, uniform and simple to use. Advantages that the composition
of forces does not possess [39]. (A.8.26)
To the dispute that Descartes preceded him, Bernoulli added, with a touch of controversy, that Varignon too was not very original:
You cite Mr. Descartess letter to prove that this author has already had the idea to explain
the equilibrium of powers by means of the equality of energies by considering their incipient
motion, that I call virtual velocities. I reply that I am not proud to be the rst inventor of this
idea; no more should you be proud to be the rst to explain the equilibrium by means of the
composition of forces [39]. (A.8.27)
Varignon however did not respect the desire of Bernoulli. Indeed in the second volume of the Nouvelle mcanique ou statique, he wrote a chapter titled Corollaire
gnral de la thorie prcdente, where he claims that the rule of energies is nothing
8.3 Varignon: the rule of energies and the law of composition of forces
215
32
pp. 174176.
9
The Jesuit school of the XVIII century
Abstract. This chapter is devoted to the principle of action by Vincenzo Riccati and
Vincenzo Angiulli, whose VWL is similar to that of Bernoulli. In the rst part the
contribution of Angiulli and his demonstration of VWL is presented in the foundational route. This is perhaps the rst convincing demonstration of a VWL. In the
second part the contribution of Vincenzo Riccati is presented.
Unlike France which, as reported in the previous chapter, saw a revival of interest
in mechanics, Italy in the second half of the XVII century started a slow decline,
except for some recovery in the second half of the XVIII century, that will stop only
after the unication of the nation in the late XIX century. This decline is particularly
evident in the so-called exact sciences, including mathematics and mechanics. The
last great Italian scientist in this eld was Giovanni Alfonso Borelli (16081679).
Not that clever and educated people were missing, except that the lines of research
pursued in Italy were no longer included in those being conducted in Europe by Huygens, Newton, Leibniz, the Bernoullis, for example. The reasons for this delay were
numerous and probably outside the nature of science itself, largely due to economic
backwardness and independent political status compared to the national states that
were consolidating in Europe, where scientists were asked to solve pressing practical
problems, related for example to navigation and military activity.
In this climate, Italian scientists found themselves almost compelled to think
about old problems using old categories. To give an idea of this type of studies it is
useful to cite Girolamo Saccheri (16671733) who dedicated his efforts to the study
of classical geometry, providing interesting contributions to non-Euclidean geometry, that however will be resumed in Europe only toward the end of the XVIII century. One of the mathematicians who tted well in the mainstream of European
Calculus was Jacopo Francesco Riccati (16761754), who studied the equation that
bears his name. The schools of Bologna and Naples [367] must also be referenced
with regard to studies of mechanical theory, and yet another Riccati (Vincenzo) made
a very important contribution, inuenced in part by his fathers studies.
218
Vincenzo Riccati supported the ideas of Leibniz, following the Italian attitude
where Newtons ideas were not yet widespread. This was not actually much different
from what was happening in Europe where, besides Leonhard Euler (17071783),
who developed Newtons mechanics to make it an effective instrument operating
through the use of differential equations, there was still Johann Bernoulli who, with
his principles of virtual velocities in statics and the theorem of living forces in dynamics, had proposed an alternative approach to mechanics, close to that desired by
Leibniz. In Italy the tradition of Galilean mechanics was still alive and in it the laws
of virtual work were very important. For sure the continuity with the approach of
Galileo also inuenced Vincenzo Angiulli, an intelligent Riccatis pupil, to assume
a law of virtual work as the basis of statics.
But the greatest Italian mathematician and mechanician of the middle of the
XVIII century was Ruggiero Giuseppe Boscovich (17111787). Boscovich left no
writings of statics, but in some of his works he made use of a law of virtual work,
applied to a new area, the mechanics of structures, which will provide fertile ground
for modern laws of virtual work. Probably it is not a coincidence that Boscovich
and Riccati were both Jesuit and the two greatest mathematicians of the order. It is
likely that Boscovich had knowledge of the research of the brother Riccati, even
though the publication of Riccatis studies on laws of virtual work [207] was six
years subsequent to Boscovichs rst applications [138].
219
III of Borbone he wrote and read in Ascoli Satriano an interesting funeral oration.
In 1800 he was jailed for the role he had during the French occupation. He knew
Riccati in Bologna where he followed his courses on mathematics. The Discorso intorno agli equilibri was the only scientic work of Angiulli written on the occasion
of his professorship at the Nunziatella when he was a young man. After this experience Angiulli dedicated himself to administrating his properties and to a consistent
political activity inuenced by the Enlightenment [5].
9.1.1.1 The action of a force
The basic concept of Angiulli is that of action of a force, as developed by Riccati.
To introduce this concept, Angiulli begins to point out that although the presence
of a force is a necessary condition for changing the state of equilibrium, it is not
even sufcient. For example, in a heavy body suspended by a thread, although it is
subject to gravity, there is no change in state. Therefore one must distinguish between
the force and its action, only the latter can produce the change in state. From the
foregoing it is evident that in Angiullis mechanics, like that of most scholars of the
XVIII century, there is no room for constraint reactions and the forces are only
those now classied as active forces.
After stating that Galileo was the rst to distinguish between force and action,
when he introduced the idea of the force of blow, Angiulli presents, by means of
examples, his concept of force, which he calls power:
For power, therefore, we do not mean anything but the pure and simple pressure, or that
effort, which the gravity or other force makes against some invincible obstacle, as precisely
it is what a ball of lead makes against a xed table, or against the hand that sustains it [4].1
(A.9.1)
In this quotation the power does not appear as a purely static force, able to balance
a weight, as it was mainly up to Galileo, it always makes an effort against an obstacle and therefore it plays an active role. In the next quotation Angiulli recalls the
denition of Leibnizs living force and its relationship with the dead force which is
identied with the power:
So if a ball, for example of lead, will be located above a xed table, the gravity, which
resides in it, will be the only pushing force, and therefore dead force. But if the obstacle is
removed, that is the table, in the ball will soon be a change of state, [] the mechanicians
imagined the force to give the body a boost, which, however, just born, was destroyed by
the invincible obstacle, and so according to their method mathematicians represented the
dead force with the idea of an innite small impulse []. But because the mechanicians
could form a clearer idea of the action of the force, as they represented it under the idea of
a pulse, which in the process of its birth is extinct and destroyed by the invincible obstacle,
thus removing the invincible obstacle, conceived that all pulses [] were conserved in the
same body, and then thought the action of the power not to be but the sum of all the pulses
accumulated, and stored in the body. Then the amount of energy generated in the body for
the action of the force [...] is called living force [4].2 (A.9.2)
1
2
p. 5.
pp. 57.
220
Power or dead force is thus presented as an innitesimal pulse that is constantly being
renewed, by gravity or other causes, and continuously destroyed by constraints. With
constraints removed, pulses can accumulate and the action of power lies precisely
in the effect of cumulative pulses that are not destroyed. The action of the power
generated then the living force. In the following quotation it is possible to see how
Angiulli conceives the relationship between power, action, living force and change
of state:
But if it is as real as it is said, that the power should be considered as a pulse less than any
other, and that the action of the power is the sum of all the pulses communicated to the body
and stored in the body, there will certainly be the same proportion of the power to the action
of the power, as that passing between an innitesimal quantity and a nite one [4].3
From above it appears, that the power acting in the body to which it is applied generates in it
the living force, and this produces the state change. So the living force must be considered as
an effect of the power and as a cause of the change of state that is induced in the body. And
as in this case we speak of entire and total causes, the Ontological axiom will take place for
which the causes must be proportional to the effects and the effect to the causes. So these are
the two ways of measuring the living force, i.e. either with their effect, which is the change
of state, or with the extent of their cause, which is the action of the force [4].4 (A.9.3)
Note that the action is identied as the cause not of motion but only of the living
force that is the true cause of the motion.
The analysis of the text clearly shows that Angiulli is linked to the school of Leibniz and Bernoulli, but it shows also the call to the Italian school; Angiulli strives to
link the results of Galileo to those of Leibniz. For example, in his way of explaining
the concepts of power and its action it is possible to see Torricellis language of the
Lezioni accademiche, published only in 1715 [276].
After the presentation of the power and its action in the book of Angiulli, there
follows some denitions connected to power, useful for the introduction of the principle of action, reported in the next paragraph. A fundamental concept is that of the
centre of the power P. This is conceived as that point, considered xed, where the
source of the power itself is located. For example in the case of gravity the centre
of power is the centre of the earth, in the case of a force due to an elastic spring the
centre is the xed extremity of the spring. The line joining the centre of the power to
its point of application is the direction of the power. In addition, the space of access
and space of recess are the amount by which the point of application of the power
approaches or moves away from the centre P. In this nomenclature the inuence of
John Wallis is clear (see Chapter 7).
In Fig. 9.1 there are given by way of example, three powers, AD, CD and DB,
of centres A, B and C, respectively, applied at point D with the direction indicated.
Assuming that D moves in a, the distance Da is the space of recess of power in A, the
distance Db is the space of access of power in B and the distance Dc is the space of
recess of power in C. For small motions, the access or recess spaces coincide with the
projections of the displacement in the direction of power, both in the starting position
or in that varied, because they differ by innitesimal quantities from each other.
3
4
p. 7.
p. 22.
221
b
a
B
Fig. 9.1. Access and recess spaces
222
Prior to leaving the reservation whether to measure the replicas of the pulse of
power in space or time, Angiulli tackles the problem of dening a criterion for equilibrium, reaching the conclusion that it is provided by the equality of the innitesimal
actions. He begins by stating that a policy of equilibrium, to be metaphysically well
founded, must be based on some equality, without which motion emerges. In considering the various possibilities, Angiulli immediately discards the criterion that
assumes the equality of powers. Although desirable, it is generally not empirically
veried; for example the equilibrium of the lever with different arms is accomplished
with two different powers between them. Then he criticizes the approach of the
ancient mechanicians, which had placed equality of static moments dened by
him in the modern sense of force multiplied by arm as the basis of equilibrium. It
does not provide a causal explanation, since the moments have no physical reality,
they are not beings as powers are able to act causally:
So by saying with the Ancients, that the cause of the equilibrium is in equality of the moments, they seem having said, nothing but the equilibrium depends on the equality of those
quantities from the equality of which the equilibrium depends [4].5 (A.9.4)
and then one encounters in a petition of principle. Angiulli concludes that since
equality must relate in some way to powers, there is nothing but to consider the actions and dene the equilibrium as a result of equality of actions of the powers that
act one way and another. Then, if the actions which are the causes are prevented, the
effects, i.e. motions, also are prevented, and there is equilibrium:
The equilibrium comes from the fact that the actions of the powers which must be equilibrated, if born, would be equal and opposite, and therefore the equality, and opposition, of
the actions of the powers is the actual cause of equilibrium.
[]
The equilibrium is nothing but that the impediment of the motions, that is of the effects of
the powers, and it is not surprising if it matches the prevention of the causes, i.e. of the
actions themselves [4].6 (A.9.5)
To explain better the contents of this quotation, Angiulli states that the balance of
the actions of powers should not be considered as a cause in the strict sense of equilibrium. Each action by itself (through the intervention of the living force) is the
cause of a motion; if there is equality between contrary actions, there is equality between the possible motions, and then there is no motion, and then balance. If at the
beginning of a virtual motion the actions are equal to each other, then the motion
is impossible, but if they are different, nothing will prevent the greater to make its
effect and there will be motion. Therefore, Angiulli concludes, the general criterion
of equilibrium is contained in the following theorem:
Then we establish a principle, that is a general criterion to know when it will happen that
between the forces there is balance, and it is what is contained in the following theorem: The
forces will be in balance if they are in such circumstances that if an innitesimal motion was
born, their innitesimal actions would be the same. And this principle must take place in all
equilibria [4].7 (A.9.6)
5
6
7
p. 15.
pp. 1617.
p. 18.
223
Note the presence in the last passage of the term innitesimal motion, which underlines the idea of motion in the process of being born, whose introduction is essential
to arrive at a correct formulation of the criterion of equilibrium.
Angiulli has qualied as a theorem his statement because he believes to have
demonstrated it with metaphysical considerations. He followed trying to bring other
arguments in favor of the principle of action, which for the moment is still quite
general, not specied in its magnitude. The principle does not Only administers
a general method to examine the equilibrium, but it is also the real way in which
the equilibria will go to establish themselves. In fact, he says, suppose to put a
ball between two opposing inclined planes, it just will not be placed in equilibrium,
because there are no absolutely rigid bodies in nature, and the inclined planes will
yield to pressure of the ball, and provide an elastic power, whose action is opposed
to the gravity of the ball. The elastic powers give rise to actions, which being equal
and opposite to that of weight ensure that the ball remains in equilibrium [4].8
However these considerations confuse rather than clarify. Indeed Angiulli introduces the elastic forces, trying to give physical sense to constraint reactions, that
otherwise may remain obscure, a mere ction. The concept of elastic constraint reaction, however, is incompatible with the concept of hard body, i.e. a body with
only passive function, capable of absorbing all dynamic actions; a dominant concept in the mechanics of the XVIII century, which Angiulli accepts on a number of
occasions.
9.1.1.3 The measure of actions
Finally Angiulli switches to solve the problem of the concrete measure of the action,
i.e. to decide if the pulses of powers are replicated in space or in time. He recognizes at this point that this choice is the object of the dispute between Cartesian and
Leibnizian, which in Italy was still alive in his time:
Because the famous dispute of the living forces, which is to establish whether these are
measured by the mass multiplied by the speed, or by the mass multiplied by the square of
the speed, reduces to this other question, namely whether the action of the force should be
proportional to time rather than space [4].9 (A.9.7)
That the choice of the measure of the actions conditions the selection of the measure
of living forces, is justied by claiming that there are two ways of measuring the
living force: or by measuring the cause, which is the action, or by measuring the
effect, that is the change in velocity. Since causes and effects should be proportional,
so the measure will be reected on each other. If it is proved that the action of a power
should be measured with the space it would also be proved that the living force is
measured by the square of the velocity.
Angiulli refers to a law of motion established by Galileo [118],10 to state that the
power multiplied by the space is proportional to the mass multiplied by the square of
8
p. 19.
p. 22.
10 pp. 287288. Galileo says simply that the space of descent is proportional to the square of velocity.
9
224
velocity, but this subject was largely explored by other scholars. Of some interest are
Boscovichs considerations on his De virus vivis dissertation of 1745 [47],11 where
he considers the possibility to integrate the equation of motion in time, to obtain the
velocity, or the expression of force in space, to obtain the square of velocity [358].
Boscovich also names Vincenzo Riccati among Leibniz supporters.
The arguments with which Angiulli arrives soon after to what he considers a fair
measure of the power, are only partly convincing, as I shall explain later. He says
that the action of powers cannot be obtained by combining powers with time because
if the action was based on the time, and is the same time for all actions, the actions
would be proportional to the power and the criterion of equality of action coincides
with that of the equality of powers. This is not acceptable, because the equality of
powers is not a universally valid criterion of balance, as argued above, so one must
combine the power with the space:
Not being able therefore to measure the action of a power by the power multiplied by time,
is necessary to turn to space. In all known balances it is true, as discussed in the following
chapters, that making an innitesimal motion, the powers are in the inverse ratio of their
respective space of access, or recess from the centre of the same powers []. So whether
the action of the force will be measured by the power multiplied by the distance, to which
the force acting carries the body, making it closer to the centre, or making it away from the
centre, it will be saved in the equilibria the equality between the actions of powers [].
So the action of the power has truly to be measured by the power multiplied by the space
according to the method of Leibniz [4].12 (A.9.8)
Angiulli claims to have shown in this passage that the measure of the action as the
power multiplied by the space of access or recess is a consequence metaphysically
certain, calculated with exact reasoning from the premises. In fact, even accepting
the evidence that the extent of the actions should be based on space instead of on
time, it cannot be seen why the powers should be multiplied simply for displacement
(and not their square, for example) and because these displacements should coincide
with the previously introduced spaces of access and recess.
The operational statement of the criterion of balance is eventually provided by
the following theorem (the term is Angiullis):
The powers are in balance, if they are in the situation that making an innitesimal motion,
some powers become as close to their centres, some others move away from their centres, the
sum of products of positive powers multiplied by the respective spaces of access or recess
is equal to the sum of similar negative products [4].13 (A.9.9)
With a choice that is questionable to a modern reader, he will then call the above
proved theorem by the name of the principle of action. The criterion of equality of
the action is then considered by Angiulli as a theorem, when viewed from a metaphysical point of view, as a principle, when viewed from a purely mechanical point
of view, as non-deductible by other laws of mechanics. The principle of the actions
11
12
13
225
stated above can essentially be considered as equivalent to Bernoullis rule of energies. Angiulli is also conscious of this and according to him it does not seem to
differ from Bernoullis principle of which he only refers to the brief mentions in
the denition of 1728 (see 8.2).
According to Angiulli the coincidence between Bernoullis rule and his principle
appears immediately as soon as it is recognized that virtual velocity and access or
recess space are the same thing. Angiulli however does not declare that he referred to
Bernoulli, but rather to Galileo, Descartes, Borelli and other sublime mechanicians.
His position should not be seen as a disavowal of the merits and priority of Bernoulli,
it should be seen rather as the realization that his principle of action is one of the
possible expressions of the principle of virtual work, to which formulation the Italian
school has greatly contributed. Since Angiulli deals with fundamentals, it is right that
he calls more on Galileo than on Bernoulli, because Galileo in Le mecaniche and
the Discorsi sulle cose che stanno in su lacqua had dealt with the basic concepts
of virtual work laws, while Bernoulli contributed mainly from a technical point of
view, recognizing the innitesimal nature of the virtual displacements.
9.1.1.4 The principle of action and the principles of statics
Angiulli had already said that the criterion of balance of moments, on which the law
of the lever is often based, had no clear metaphysical evidence and therefore the law
of the lever, referred to as the principle of ancients, is not obvious. Angiulli, following Riccatis steps, believes that the law of the lever in the past was not achieved with
metaphysical certitude, or only by recourse to a priori categories, and it was a simply experimental principle, i.e. endowed with only physical evidence. He claims
that the attempts carried out by Aristotle, Archimedes, Galileo, Stevin, Huygens, to
give the law of the lever the metaphysical certitude have failed. Analogous criticisms
are expressed about the demonstrations concerning the wedge and the screw.
Even when passing over the difculty of its proof, the law of the lever is not
sufciently general, it cannot be used for the equilibrium of uids and even in simple
machines such as the pulley, the inclined plane and then the wedge and the screw.
For the pulley, for example, the law of the lever cannot be applied strictly because
it is not possible to identify a priori the centre of rotation of the pulley and thus the
fulcrum of the lever itself; this difculty had already been removed by Descartes
B
E
G
F
L
I
226
b
C
G
E
F
a
B
N
M
Z
[4].14 But according to Angiulli the law of the lever cannot be applied always to the
inclined plane but only in the case of a rolling such body as a sphere of Fig. 9.2,
which rolls having L as a xed point. In such a case it is possible to assume a lever
with fulcrum in L, the weight concentrated in E and a power P applied to any point
B of the sphere. When instead the body slides on the inclined plane, for Angiulli,
it is not possible to see any lever. This position could indicate that Angiulli did not
know Galileos Le mecaniche, where the lever is applied also probably only to
sliding bodies.
According to Angiulli the principle of equality of the actions, instead, is generally
valid and true in all cases. In the following, with reference to Fig. 9.3, I report the
preliminaries of the proof of the law of the lever.
The thesis:
I say, from the principle of actions it can be deduced that when in the rod ABC there is
equilibrium, the power Z is to the power X as CN : CM, i.e. that the equation Z CM = X
CM is valid [4].15 (A.9.10)
The text allows comparison of the proof as given by Angiulli with that reported
in Chapter 2. In Angiulli the virtual displacement is in real time with the points A
14
15
16
pp. 3537.
p. 42.
pp. 4243.
227
and B that describe the arc of a circle; the directions of the powers depend on the
motions of A and B. In a modern discussion the virtual displacements of A and B
are considered to occur along the tangent, i.e. along the perpendicular to the line
AB; also it is not assumed that such motions really act on the points A and B and
therefore the direction of the forces shall be deemed unchanged. The two approaches
are equivalent if one assumes, as Angiulli does, innitesimal displacements. Then
the change of direction of the forces is negligible, the arc can be confused with the
tangent and the virtual displacements projected on the forces are indistinguishable
from the spaces of access and recess, so the virtual work, calculated as the sum of
the products of virtual displacements multiplied by the components of forces along
them, coincides with the action, measured as the sum of the products of forces by
the access or recess spaces.
The fth chapter of the Discorso intorno agli equilibri is dedicated to the principle of equivalence, i.e. the composition and decomposition of forces by the rule of
the parallelogram, a principle which had been assumed recently by Pierre Varignon
in his Nouvelle mcanique ou statique, as the foundation of statics. Angiulli rst criticizes as not metaphysically obvious the demonstrations of the principle as given by
Newton and Varignon, because they assume that two forces produce the same motion both when they are applied together and when they are applied separately. He
enhances instead that of Daniel Bernoulli, appreciated by Riccati [339].
Also the principle of equivalence of course can be proved with the principle of
action. The proof refers to Fig. 9.4 and considers three powers AD, AC and AB
forming the sides and diagonal of a parallelogram respectively.
To demonstrate the equivalence between the powers AD and AC with AB,
Angiulli demonstrates the equilibrium, assuming that the power AB is directed towards A, while the others start from A. He considers a general virtual displacement
of the point of application of the three powers from A to R. For this motion there
F
A
R
o
D
M
B
Fig. 9.4. The rule of the parallelogram
228
are the small spaces of access oR, qR, and recess pR (notice pR is opposite to -AB).
The principle of action ensures the balance provided it is CA oR + AD qR = AB
pR, but for a purely geometrical lemma, shown previously [4],17 this condition
can be satised whatever is the displacement of A, if and only if AC, AD and AB
are the sides and the diagonal of a parallelogram. The demonstration follows a fairly
faithful proof by Bernoulli and Varignon [267] and is less general than that reported
by Riccati in his De principi della meccanica, which considers the equality of the
actions accounted for two types of virtual displacements, one along AB and the other
along the perpendicular to AB, reaching two equations of equilibrium [208].18
After showing the fertility of the principle of action, however, Angiulli concludes
somewhat surprisingly:
Note secondly, that making comparisons between the principle of equivalence and that of
actions, both of them must be estimated to be equally fruitful and extended, with that difference, for which in some cases the principle of equivalence can be used with more skill
and elegance, in other cases, it is more convenient and appropriate to use the principle of
actions.
And nally it is to be noted that the method of composition, and resolution of the forces is
not the true method of nature, but it is a method Geometers have developed for the easiest
and quickest solution of their problems. Nature in its work never composes or resolves the
forces, but always uses actions, that being equal and opposite, causing the equilibrium to be
produced [4].19 (A.9.12)
Therefore in part he gives up the claim to make of the analytical principle of actions
the cornerstone of statics, holding that in practice the approach based on the law of
composition of forces is often convenient. The principle of actions remains the honor
of being the general principle from which all methods of solving static problems can
be derived. This position of Angiulli, that after Lagranges Mcanique analytique
seemed unjustied given the high fertility of both theoretical and applicative shown
by the principle of virtual velocities, is today supported by most scholars of applied
statics, who while recognizing the theoretical importance of the modern virtual work
principle prefer, in applications, to introduce directly the cardinal equations of statics
which are the analytical counterpart of the principle of composition of forces, in
which constraint forces are introduced as unknown quantities.
9.1.1.5 The applications to simple machines
In the nal part of his book devoted to applications, Angiulli considers the equilibrium of the simple machines: the lever, the shaft with the wheel, the pulley, the
wedge, the screw and the inclined plane. The principle of action is used as a necessary criterion and provide the results of equilibrium in a very simple way, showing
its great advantage in dealing with constraints. I refer as an example to the analysis
of the equilibrium of the simple pulley:
In the xed pulley, to have equilibrium, it is asked the equality between power and weight.
Let [Fig. 9.5] AB be a xed pulley, which has around it the rope EABD, to the end D of
17
18
19
pp. 5657.
pp. 2629.
pp. 6364.
229
which the weight P is attached, to the other end E the power is applied, which supports the
weight. I say that for there to be equilibrium it is necessary, that the power applied in E is
equal to the weight P [4].20 (A.9.13)
A
C
E
G
H
D
In the statics of uids, treated at the end of the applications, there is the inuence
of Galileo [115] and of Riccati [208]. The principle of equality of actions is sometimes used as the principle of equality of Galileian moments, as when Angiulli shows
that the free surface of a uid is horizontal. More articulated is the discourse on
the calculation of the pressures on the bottom of a container of any shape and the
demonstration of equality in the level of communicating vessels that I refer to as an
example.
Let [Fig. 9.6] GHPQ be a whatever trap, if an arm of it GH is lled with homogeneous uid
[...]. Given that the uid poured in the trap will be in equilibrium, it will raised to the same
height in one arm and another of the trap [4].22 (A.9.15)
The demonstration takes an innitesimal motion for which GH will drop up to IK and
at the same time, in the other arm, the surface PQ is brought into RS; in the above
there is implied an admissible motion of the uid congruent with the constraints
20
21
22
p. 89.
pp. 8990.
p. 126.
230
R
H
G
I
dx
dz
S
Q
V
T
imposed by the walls and its incompressibility. The innitesimal motion of all the
uid occurs by translation, along the communicating vessels, of a uid volume equal
to the elementary volume indicated below with V. Named x the height of the single
uid layer of the vessel GH and z that corresponding to the vessel PQ, given that the
weight of the volume V is proportionalto the same V,
the total actions in the two
vessels are proportional respectively to V dx and V dz, where dx and dz are
changes in the level of the elementary volumes V into which the uid is supposed
split and the integrals are extended along the two vessels. Imposing
the equality of
the actions and in view of the constancy of volume V, one has dx = dz. That is
to say that the uid being in equilibrium, their perpendicular GT and QU have to be
the same and that is what was to demonstrate [4].23
The demonstration of Angiulli is a generalization of that reported by Galileo [115]
and Bernoulli [39] in which cylindrical communicating vessels were considered with
uniform sections. The generalization is made easy by the use of Calculus.
pp. 126128.
231
Riccati remained in Bologna until 1773 when, due to the suppression of the Society
of Jesus, he returned to Treviso, host of his brothers Montino and Giordano and in
the same year refused the chairs of mathematics at the universities of Bologna and
Pisa. After less than two years he died in Treviso. He was, with Ruggiero Giuseppe
Boscovich, one of the greatest mathematicians of the Society of Jesus [252].
In what follows I will refer mainly to the work the De principi della meccanica
del 1772 [208], which incorporates the ideas of the previous Dialogo di Vincenzo
Riccati della Compagnia di Ges dove ne congressi di pi giornate delle forze vive
e dellazioni delle forze morte si tien discorso [207], but exposes them more clearly
and in more mature form. Riccati argues that although many writers who dealt with
the method of statics make use of Bernoullis rule of energies, the principle of action
is no different from it, and is clearer and tested more solidly. The other scholars,
according to Riccati their conclusion based only on the success of the method of
energies, in some cases to extend it into more general situations. Here is a comment
by Riccati on Johann Bernoullis version of the principle of virtual velocities, limited
to what was reported by Varignon; Riccati for sure did not know in full the letter of
Bernoulli to Varignon of 1715. To notice that Riccati does not cite Lagrange who in
1763 introduced the principle of virtual velocity in the study of the libration of the
lune (see Chapter 10):
I only warn that the famous theorem of the incomparable Johann Bernoulli, who was shown
in all the machines by the most learned Mr. Varignon, is simply a consequence of the equality
of contrary actions, which is necessary in any equilibrium. Bernoullis theorem is as follows:
In any equilibrium of how many and various powers they want, in any way applied, and
agents for any direction, the sum of positive energies is equal to the sum of negative energies,
as long as you take them as afrmative. By name of energy Mr. Bernoulli does not mean but
the product of the power and the virtual velocity of the same power, which will be positive
if it follows the direction of the power, negative if it follows the opposite direction. And
who does not see that the virtual velocity of the power is proportional to the space, of which
the body, or the power, approach the centre of the forces, or whether the powers are elastic
ropes, to the contraction or relaxation of the ropes. So Bernoullis energy is the same, or at
least proportional, to what is called by us action of the power [208].24 (A.9.16)
Riccati begins his enunciation of the principle of action, in a way that was taken almost exactly by Angiulli. He notes that the nature of the equilibrium requires equality between quantities dependent on forces which he, as Angiulli, indicates with the
name of power, but the equality cannot be directly between the powers themselves.
The equilibrium depends on how the powers act, i.e. on their action. To explain the
difference between the powers and their actions Riccati refers to a weight suspended
by a thread, even as presumed by Angiulli and writes:
To declare as the powers and their actions are distinct, I conceive a heavy body suspended
by a wire, which prevents him to descend, and to approach the earth. So far I do not mean but
the power of gravity applied to the body, which is contrary to the elasticity of the wire, which
contrasts it, and does not leave any chance to have effect. I cut the wire, and the elasticity
contrary to gravity is removed. Now the power subsequently and continuously replicates
its impulses or stress to the body, which is obliged to change its state. The sum and the
aggregate of pulses is named the action of this power, and the effect, i.e. the mutation of
24
p. 237.
232
state is proportional not to the power but to the aggregate of its pulses. Therefore it can be
distinguished three quantities, namely the power considered in itself, that is usually called
pressure, the action, which is the aggregate of its impulses, with which the power pushes
the body, composed of the power and the number of pulses, and the effect, i.e. the mutation of state of the body, effect that has not proportion to power, but to its action [208].25
(A.9.17)
He takes from Leibniz the concept of dead force, the power that generates a sequence
of innitesimal impulses continuously replicated. If the pulses of this type are not
destroyed, they can be added and should become the action of the power, which is
responsible for the change in state. The constraint does not exert a force then, as it
is accepted in modern statics, but has merely the role to destroy the power of pulses.
Note that Riccati says that the action of the power is directly responsible for the
change of state, and the language is here closer to Newton than to Leibniz, as was
for Angiulli. According to Leibniz, the action of the dead force produces the living
force which and not the action of the force is responsible for the change in state.
Also the denition of the living force is separated from that of Leibniz and assumes
a Newtonian notation; for Riccati the living force is merely the inertia of a body in
motion which requires a force to be stopped:
So that, therefore, although the centrifugal force is not really anything else than the inertia
of the body in some considered circumstances, it is neither useless to introduce it in the
reasonings, nor ought it be excluded from physics: in fact it will be protable to x its
laws, thus the theorems elaborated around such a force by the learned and deep Christiaan
Huygens, will be recognized to be true and beautiful.
I will answer similarly around the living force. It is by no means so distinct from the force
of inertia, rather it is the same force of inertia with some special conditions changed: and
it will be useful to consider it with this name, and to x the laws, which in many problems
and research can be of great benet [208].26 (A.9.18)
I pass over the treatment of Riccati which is substantially the same as that reported
by Angiulli to comment on an important observation that the latter will not refer to
what Riccati writes:
To put in good view our method, and the use of the principle, I must not omit an observation,
that appears important to me. When only one motion is possible, as happens to bodies that
rotate about any axis, then if the slightest motion is conceived, the spontaneous actions
measured by the space of access and recess are found equal, and without hesitation the
equilibrium can be deduced. But when more motions in different directions are possible,
whether devising some arbitrary motion, I still nd the equality of the above actions, but I
cannot claim a full equilibrium, but only say that that motion is impossible, and that in that
direction the powers are balanced [208].27 (A.9.19)
Riccati then realizes that, for the equilibrium, when one has a system of bodies with
more than one degree of freedom, it is not sufcient to impose the vanishing of the
action in a single degree of freedom, because then equilibrium would be assumed
25
26
27
p. 13.
p. 26.
pp. 2324.
233
only with respect to the motions allowed by this degree of freedom, but it is necessary to impose the vanishing of the action in all motions permitted by the degrees
of freedom of the system. And he makes the verication by considering the equilibrium of three parallel forces applied perpendicularly to a straight line, considering
the cancellation of the actions for displacements resulting from rotation about two
separate points. If this condition is met, Riccati shows that the actions are canceled
for the rotation of the system of forces around a generic point of the plan.
More interesting is the application to the equilibrium of three forces applied to
a point. This demonstrates that the rule of the parallelogram has some signicance
because it is part of the discussion on the validity of the proof of Daniel Bernoulli,
based only on a priori considerations. Riccati in 1746 had written a work specically on the rule of the parallelogram entitled Causa physica compositionis ac resolutionis viribus [339], in which he was already using the principle of action. Proving the
rule of the parallelogram, he proved to have validated the principle of actions, since,
as Bernoulli, Riccati believed that the rule of the parallelogram could be proved a
priori.
Even Riccati, as Angiulli, uses the demonstration of the validity of his principle
of action, to join the controversy over the living forces and support the thesis of
Leibniz. After presenting the principle of action Riccati passes then to the application
of his principle to uids and to all the large chapter on dynamics, which he studies
based on the law f ds = mvdv, instead of f dt = mdv.
234
In late 1742 and early 1743, with Thomas Le Seur, Franois Jacquier, he gave two
reports to the press on their views on the static conditions of the dome of St. Peter.
They are the Parere di tre mattematici sopra i danni, che si trovano nella cupola
di S. Pietro [137], referred in the following as the Parere, and the Riessioni sopra
alcune difcolt spettanti i danni, e risarcimenti della Cupola di S. Pietro [138].
The three mathematicians were commissioned by Benedetto XIV, a pope learned
and sympathetic to the new science, which would shed light on the health of his
residence, worried by alarming rumors on the spread of cracks.
The opinion of the three mathematicians, even for the drama of the conclusions
related to a possible collapse, instead of putting an end to rumors, provoked a lively
discussion among architects, mathematicians, and gentlemen, which ended with
the appointment of Giovanni Poleni. His suggestions, in fact coinciding with the
remedies proposed by the three mathematicians and consisting of the introduction
of new metal rims, were nally accepted by the pope and put into practice by the
architect Luigi Vanvitelli (17001773) in 1748.
The reasons for which Boscovich has used a law of virtual work for the static analysis
of the dome of St. Peter are not known. It is possible that he has read the works on the
principle of actions of Vincent Riccati, his contemporary and brother of the Society
of Jesus.
28
29
235
Fig. 9.7. Mechanism of failure of the dome (a). Layouts of the three mathematicians (b, c) (modied
from [279])
236
Also note that the failure mechanism considered, although not stated explicitly, is
three-dimensional, consisting of sixteen radial elements similar to that of Fig. 9.7a
connected by round chains, and it is mainly for this link that it is not reducible to a
plane system.
Once the failure mechanism was determined, Boscovich applied its principle of
virtual work, ensuring that the sum of the positive work, due to resisting action, is
equal to the sum of the work of negative actions that lead to failure. Notice that
Boscovich uses the Galilean term moment for virtual work.
Two forces push out on the spring gi [HI in Fig. 9.7], i.e. the weight of the lantern and the
weight of the ribs with the portions of the dome, and likewise the two forces, which resist
the impulse, i.e. the circular chains, or circles, and the support [], reduced to two distinct
components, the rst of which is the drum HI, with the interior part of the base CDF and the
second the buttresses with the outside part ABF of the detachment of the base itself. [] It is
not possible to make a precise estimate of the detachment of the parts and their resistance. It
depends largely on the quality of the concrete and the diligence of the work. To evaluate the
forces and whether these are in equilibrium, it is convenient rst to determine the absolute
quantity of them, and then that which by mechanicians is called moment. To get the absolute
amount of force, with which on one hand the lantern and the vault of the dome act, and on
the other hand the base, the drum, the buttresses act to contrast the pressure, it is convenient
to know their weights [138].30 (A.9.21)
For the evaluation of the moments of the weights Boscovich has no difculty; it is
enough to multiply the weight of each masonry mass (ribs, buttresses, etc..) for the
vertical displacement of its centre of gravity. More complex is the calculation of the
virtual work of the chains that connect the ribs. Boscovich does it elegantly, with a
reasoning by analogy, by assimilating the chain to a straight bar of length equal to
the circumference of the chain, subject to the same stress. In this way he nds that
the moment of each chain is obtained by multiplying the length change of the radius,
given by the horizontal displacement of point H in Fig. 9.7, by 6.
Assuming this principle, rst it seemed to us, that the energy of a chain of iron, bent in a
circle must grow above the absolute force, which would have if it were lying on the straight
position, in the same proportion which has the circumference of the circle to the radius,
that is a little more than six. Conceive a force distributed throughout the circumference of
a circle which is forced to relax and dilate in the act of breaking up, and an iron rod of the
same length pulled by another force, such as would do a weight hung vertically. In the latter
case, the descent of the weight in tending the bers would be equal to the sum of all of the
extensions of the bers arranged along the same rod, but in the rst by expanding the circle,
and growing so its circumference, the force that compels it advances as much as the radius of
the circle grows, while the sum of the extensions of the same bers arranged around would
be equal to an increment of the entire circumference [138].31 (A.9.22)
The conclusion of Boscovichs work is that the chains are not strong enough to ensure the resistance of the dome, and therefore they should be replaced with more
robust chains. For more details, see [279, 280]. Here I will only add that Boscovich
a few years later applied the yet to be born law of virtual work to study the resistance
of the cathedral of Milan [279, 281, 257].
30
31
pp. 2324.
pp. 2627.
10
Lagranges contribution
Abstract. This chapter is entirely devoted to Lagranges VWL. In the rst part the
rst introduction of the law of Lagrange is reported, which has a wording similar
to that of Bernoulli. Lagrange calls his VWL and Bernoullis the principle of virtual velocities. In the central part the wordings of VWL in the two editions of the
Mcanique analytique in terms of virtual displacements (following a foundational
route) and the Thorie des fonctions analytique in terms of virtual velocity (following a reductionist route) are presented. In the nal part an overview of DAlemberts
mechanics is presented aimed at an understanding of the extensibility of VWLs to
dynamics.
A hundred years after the rst edition in 1687 of Isaac Newtons Philosophiae naturalis principia mathematica [175], in 1788 the rst edition of Joseph Louis Lagranges Mcanique analytique [145] saw the light. Between the two publishing
events that symbolize, respectively, adolescence and maturity of classical mechanics, there was an intense and fruitful process of understanding, systematization and
generalization of the possible approaches to mechanics. During this period, the age
of the Enlightenment, a huge effort was made: of systematisation and development
of concepts elaborated in the previous century, especially in mathematics and in
physics; of development of the Baconian sciences; of development of technology.
In recent past historians of science assumed Isaac Newtons contribution as expounded in his masterpiece as the climax of classical mechanics and that scholars
of the Enlightenment added little to it. Today historians realise that this was misleading and that period far from being a dark century was lled with fundamental
contributions and most concepts of mechanics were laid down then [356, 389, 388].
Newtons mechanics was for sure incomplete; it allowed only the study of the equilibrium and motion of material points free in space, with a mathematical apparatus
not completely developed, based on an uncertain Calculus. Problems related to systems of constrained points remained unapproachable, as did the study of continuum
bodies either rigid or deformable. Moreover Newton had to face, mainly on the Continent, people scarcely disposed to follow the religious metaphysics behind his work.
238
10 Lagranges contribution
Thus he was not well considered and Cartesianism was still dominant. This situation
promoted a profound innovation in the mechanics as formulated by Newton. Newtons main concepts, that of force included, remained dominant among scientists but
a different approach based on work and energy became a serious contender. The
competition was not only on the basis of a more or less appealing ontology but also
of either a more simple or a more complex mathematical formulation.
At the beginning of the XVIII century Newton was surely seen by his contemporaries as one of the most prominent mathematicians and physicists but not as the
one who carried mechanics to its nal form. This appears clear from the literature
of the time. Newtons mechanics was considered unsatisfactory by many scholars
from both epistemological and ontological points of view, also because of the introduction of forces acting at a distance, which were considered occult entities. More
fundamentally for scientists, Newtons mechanics was considered to be incomplete,
because it was limited essentially to material points free in space, and were unsuitable to solve problems raised by the technology of the times. As an example of the
opinions of the period, some comments by Daniel Bernoulli and Leonhard Euler are
reported below:
Theories for the oscillations of solid bodies that up to now authors furnished presuppose that
into the bodies the single points relative positions remain unchanged, so that they are moved
by the same angular motion. But bodies suspended at exible threads call for another theory.
Nor it seems that to this purpose the principles commonly used in mechanics are sufcient,
because clearly the mutual dispositions of points is continuously changing [30].1 (A.10.1)
But as with all writings composed without analysis, and that mainly falls to be the lot of
Mechanics, for the reader to be convinced of the very truth of these propositions offered, an
examination of these propositions cannot be followed with sufcient clarity and distinction:
thus as the same questions, if changed a little, cannot be resolved from what is given, unless
one enquires using analysis, and these same propositions are explained by the analytical
method. Thus, I always have the same trouble, when I might chance to glance through Newtons Principia or Hermanns Phoronomiam, that comes about in using these, that whenever
the solutions of problems seem to be sufciently well understood by me, that yet by making
only a small change, I might not be able to solve the new problem using this method [100].2
(A.10.2)
So Newtonian principles alone did not seem enough; it was necessary to look for
some other more fundamental principles. Problems faced by XVIII century scientists
were less demanding from a philosophical point of view than those faced by Newton,
nothing less than the search for the universal laws, but this notwithstanding they
were not simpler. They concerned for example the search for the oscillation centre
of a rigid body and the study of vibrations of a chain. The search for the centre of
oscillation was quite a relevant and difcult problem; it is equivalent to nding the
length of a simple pendulum with the same period. The problem was substantially
solved by Christiaan Huygens in his Horologium oscillatorium of 1646 [135], by
means of a rst formulation of the theorem of living forces. Jakob Bernoulli came
back to the subject in 1713, with a completely different and promising approach, in
1
2
p. 108.
Preface, translation by I. Bruce.
10 Lagranges contribution
239
240
10 Lagranges contribution
p. 107.
pp. 216218.
241
These are the same words Lagrange will use in the Mcanique analytique. For this
reason it is generally felt that the Foncenex memoir was inuenced by Lagrange and
can be seen as a witness of the turn of Lagrange regarding the principle of mechanics.
An interesting and fairly comprehensive analysis of times and ways of the transition from one to another principle is that of Galletto, who reports the named letter to
Euler dated November 24th 1759. Here and elsewhere [314, 260], it is assumed that
Lagrange had already developed his method during the preparation of his courses for
the Regie scuole di artiglieria in Turin, where the approach to mechanics with the
principle of virtual work would have been better understood by students, compared
to that based on the principle of least action which required knowledge of analysis too complex for that time. Unfortunately there is no evidence that this is true,
and maybe there will never be because the manuscripts of Lagranges lessons on
mechanics are unavailable.
This chapter aims to highlight and critically analyze the principle of virtual work
law which is at the foundation of Lagranges masterpiece, the Mcanique analytique. The study is conducted with numerous references also to the rst publication
available on this subject, the Recherches sur la libration de la Lune; it will be considered in some detail also a few years later in a work, dealing with the same subject, the
Theorie de la libration de la Lune. For a historical reconstruction of the events that
accompanied the publication of these works, I have examined mainly the secondary
literature [318, 260].
p. 319.
242
10 Lagranges contribution
243
velocity principle. Most likely, until after that date, as a result of heated discussions
that followed in which the positions that deny the evidence of the principle were
prevalent, Lagrange changed his mind (see also 10.3.2) and in the second edition
of the Mcanique analytique, immediately after the extremely positive opinion of
the rst edition, he added the remarks that it is not obvious enough in itself to be
elected as a founding principle.
There were also technical difculties such as those related to the types of admissible displacements to be considered, such as whether or not they should be compatible
with the constraints. Moreover, the issue of the Recherches is dynamic and the use
of the virtual velocity principle requires its generalization to dynamics. It should
be combined with the principle of dynamics due to DAlembert, it is a species of
general formula containing the solution of all problems concerning the motion of
bodies [145].6 The interpretation of the principle of DAlembert by Lagrange, now
classic, although not corresponding to the original formulation, is that the accelerating forces with reversed sign balance the applied forces: This method reduces all
the laws of motion of bodies in those of their equilibrium, so reduces Dynamics to
Statics [145].7
Before entering the merits of the use of the virtual velocity principle in the
Recherches it is useful to give a short account of Lagranges conception of force.
The discussions among post-Newtonian scientists on the ontological and epistemological status of force were not yet over, comparing on the one hand the positions of
Newton and Euler, who considered it as a primitive quantity, and for whom f = ma
is a law, on the other hand the positions of DAlembert and Lazare Carnot who sees
force as a derived quantity, and for which f = ma is essentially a denition. Lagrange assumed a pragmatic and instrumentalist position, which will be followed by
most scientists of the XIX century. To them force is a useful concept for mechanics
and if one is not too exacting it does not create any problem in the development of
theories. It is symptomatic in this regard the comment of Poinsot, a few years after
the publication of the Mcanique analytique:
The force is therefore any cause of motion. Without considering the force in itself, however
we conceive very clearly that it is acting in accordance with a direction and with a certain
intensity [195].8 (A.10.4)
Lagrange explicitly addresses the idea of force essentially with two brief comments
both contained in the introduction to the rst part of the Mcanique analytique. Right
at the beginning of the 1788 edition, Lagrange will simply say:
In general, force or power is dened as the cause, whatever it is, that impresses or tends to
give motion to the body to which it is supposed applied, and it is by the amount of motion
impressed or about to be impressed, that the force should be estimated. In the state of equilibrium, the force does not have an active role, it produces only a mere tendency to motion,
but it must always be measured by the effect it would have if it were not blocked. Taking any
6
7
8
p. 12.
p. 179.
p. 2.
244
10 Lagranges contribution
force, or its effect, as a unit, the expression of all other forces is only a ratio, a mathematical
quantity that can be represented by numbers or lines. It is from this point of view that in
mechanics the forces should be considered [145].9 (A.10.5)
As can be seen on the one hand there is the denition of the ontological status of
force, conceived as the cause, to which, however, Lagrange does not appear to give
special weight. On the other hand, it is shown how to measure it, and how it enters
into mechanics as a physical quantity. Even DAlembert (and to some extent Lazare
Carnot), did not consider unlawful the use of the concept of force in mechanics, for
the explanation of qualitative character. But for the quantitative determination of
the forces it is necessary to refer only to the effects that according to him are
the only ones able to be measured. In this sense, for DAlembert, ma is more than a
denition of force, it represents the only possible measure of the force-cause based
on the effects, which for simplicity is referred to as force.
The other comment on force by Lagrange is given in the second edition of the
Mcanique analytique, where while comparing the principle of the composition of
forces and the law of the lever, he wrote:
It can however cannot but recognize that only the law of the lever has the advantage of
being based on the nature of equilibrium considered in itself, [that is regarded] as a state
independent of the motion, so there is a fundamental difference in the way the powers that
are in equilibrium are considered in these two principles, so that, if they were not linked
because of the results, one could reasonably doubt that it would be allowed to replace the
fundamental principle of the lever to that resulting from independent considerations on the
compound motions [148].10 (A.10.6)
pp. 12.
p. 17.
10
245
p. 240.
pp. 245246.
246
10 Lagranges contribution
Moon detail
dm
M
X
R
R
E
Aries point
Z
Ecliptic plane
R
R
M
Y
Fig. 10.1. Moon, earth and sun congurations for two different instants
where T and S are the masses and R and R are the distances of the moon from the
earth and sun respectively Lagrange, as a custom of the times, avoids exhibiting
the gravitational constant. In addition to these forces there should also be considered
those quantities that, with a terminology borrowed from DAlembert, are called accelerating forces, given by:
d2X
dm,
dt 2
d 2Y
dm,
dt 2
d2Z
dm,
dt 2
(10.2)
247
d 2Y
dm,
dt 2
d2Z
dm,
dt 2
T
dm,
R2
S
dm
R2
acting on that point. It will then hold, for the condition [necessary] of equilibrium, the general
equation:15
2
d X
d 2Y
d2Z
T
S
dm(X)
+
dm(Y
)
+
dm(Z)
+
dm(R)
+
dm(R
)
2
dt 2
dt 2
R2
R2
L dt
13
pp. 89.
In the transcription I made a slight typographical variation of Lagranges formulas, from the
beginning and then even in relation (A), instead to indicate the element of mass with , I used the
symbol dm, putting it after the force per unit mass rather than before. The same notation was used
in Lagranges Thorie de la libration de la Lune.
15 The negative signs are due for the rst three terms to the principle of DAlembert, for which the
accelerating forces must be treated with sign changed, for the last two terms, to the convention on
solar and terrestrial gravity forces which are considered positive if attractive, while the change of
distance is positive if there is an increment of distance.
14
248
10 Lagranges contribution
d 2Y
d2Z
d2X
R
R
X
+
Y
+
Z
+
T
+
S
dm
2
2
dt 2
dt 2
dt 2
L R
L R
(A)
[142].16 (A.10.9)
p. 9.
249
formula of dynamics. I would like to stress that to get it, without highlighting the
thing, he used two independent principles: the rst, referred to as true in general in
Statics, is clearly the virtual velocity principle, while the second, which consists in
the use of the accelerating force with sign reversed, is, as will be explained further
below, the version of the principle of DAlembert given by Lagrange. It is absolutely
not true that the virtual velocity and DAlembert principle were widely known and
shared by geometers, and indeed it can be argued with good reasons that Lagrange
was the rst to enunciate clearly and disseminate them. And Lagrange in the Mcanique analytique, had a different approach with the two principles, for the virtual
velocity principle he presented a demonstration at least in the second edition and
in the Thorie des fonctions analytiques and for the principle of DAlembert he
provided a comment with a rather extensive historical analysis.
The paragraph IV of the Recherches is intended to clarify what stated in the previous paragraph. Given the clarity of Lagrange, it is best to report his comments in
full:
The principle of Statics that I outlined, in the end is nothing but a generalization of what
is usually called the principle of virtual velocities [emphasis added], which has long been
known by Geometers as a fundamental principle of equilibrium. Mr. Jean Bernoulli is the
rst, for what I know, who has seen this principle in general form and applied it to all matters
of statics, as it can be seen in section IX of the new Mechanics of Mr. Varignon, where such
skilled Geometer, after referring Bernoullis principle, shows, in various applications, it
leads to the same conclusion as that of the composition of forces [142].17 (A.10.10)
Note that though Lagrange was the rst to name Johann Bernoullis rule of energies
principle of virtual velocities, to identify the virtual work he used instead of the term
energie the Galilean term moment.
The next part of the Recherches, paragraph V, is dedicated to making explicit
the symbolic equation of motion and the solution of the differential equations that
follow. Of some interest is the presentation, at the end of section IV, of probably the
rst satisfactory proof of the theorem of living forces, obtained as an immediate
application of the symbolic equation of motion [267]. In the following I will only
expose some hints on how to make explicit the symbolic equation of motion, with
the introduction of the Lagrangian coordinates.
The symbolic equation of dynamics contains virtual displacements not yet analyzed; for them the space of admissible values is not dened. Lagrange expresses
the idea of admissibility using the concept of independent variables (known today
as Lagrangian variables or coordinates) already introduced in the Applications [282]
and developed, after the Recherches, in the Thorie de la libration de la Lune and in
the Mcanique analytique, by recognizing that the virtual velocity principle leads to
many balance equations as there are independent variables. In the words of Lagrange
a few years later:
In the following, keeping in mind the equations of condition among the coordinates of the
different bodies, given the nature of this system, the variation in those coordinates will be
17
p. 10.
250
10 Lagranges contribution
reduced to the smallest possible number, so that the resulting variations are completely independent and totally arbitrary. Then if the sum of all terms with each of these variation
will be equated to zero, it will be obtained all the necessary equations for determining the
motion of the system [145].18 (A.10.11)
In the three-body problem that Lagrange is studying, consisting of earth, sun represented by two material points located in their centre of gravity and moon treated
as a rigid body there are three degrees of freedom each for the earth and the sun (the
three motions of their centre of gravity) and three degrees of freedom for the moon
(the three rotations). In total there are nine degrees of freedom and the equation of
symbolic dynamics is expected to deliver nine equilibrium equations. In the simplied treatment of the three bodies that Lagrange is considering, he takes as known
without ever explaining clearly that assumption the positions of the earth and the
sun and, therefore, virtual displacement involves only possible motions of the moon,
identied by three angular coordinates, to which, through the symbolic equation of
dynamics, are associated three balance equations.
10.1.2.3 The virtual velocity principle
It is not entirely clear what Lagrange meant by the term generalization used in the
opening of paragraph IV: The principle of statics that I come to expose in substance
is nothing but a generalization of what it is usually called the principle of virtual
velocities. On the one hand, Johann Bernoullis principle of virtual velocity that
refers to concentrated forces, is certainly extended to distributed forces, and its range
of validity is specied more precisely. On the other hand, the generalization concerns
the extension of the principle to dynamics by assimilating accelerating force, with
sign reversed, to ordinary forces.
Bernoullis statement does not justify in full the applications that Lagrange
makes. Here it should be noted that Lagrange for sure knew Bernoullis rule of energies only from what was reported by Varignon in his Nouvelle mcanique, because
the letter of Bernoulli to Varignon in 1715 was not published. From what was reported by Varignon it can be evinced as follows:
virtual velocities are not necessarily compatible with constraints. Or better Bernoulli
gives no particular attention to the problem of constraints, and he considers a general system of forces in equilibrium, which may also contain constraint reactions;
the class of virtual velocities is limited to a single degree of freedom;
the wording of energy rules is expressed in the language of geometry and the
displacement and force vectors are represented as oriented segments;
the rule is limited to systems of particles and concentrated forces.
Lagrange will change all these points.
the virtual velocities, according to the classical formulations of virtual work laws
are always compatible with constraints, implicitly assumed holonomic and independent of time;
18
p. 197.
251
the virtual velocities have a variation dened by the number of degrees of freedom
of the system under examination;
applications are purely analytical, as Lagrange works with components he needs
to not consider the projection of forces in the direction of the displacement, since
the components of the forces and those of the displacements have the same direction;
forces are not necessarily concentrated, and indeed in the Recherches they are
only distributed. The idea to consider distributed forces other than those due to
weight, and in particular the accelerating forces, was not common also after 1750,
when Leonhard Euler, in a memoir of the Academy of sciences of Berlin [101]
proposed that Newtons second law ( f = ma) could also apply to entities other
than the material points, such as an innitesimal element of a continuum (d f =
dma). From this point of view the generalization from concentrated to distributed
forces, did not seem trivial.
For the generalization to dynamics see 10.4.
pp. 1516.
252
10 Lagranges contribution
Lagrange presents here, as he will also do in the Mcanique analytique, two different
statements of the virtual work law. The rst is indirect, for only two bodies, and
resembles the wording of the law of the lever; the second refers to that of Johann
Bernoulli. Saying that the rst principle can be made more general by the second,
Lagrange wishes to emphasize that the statement of Bernoulli is somewhat implied
by a description of the law of the lever generalized, scaling down in some way the
originality of Bernoulli.
To make explicit his virtual work law, following shortly after, Lagrange adopts
from the outset an approach that foreshadows its application to dynamics. Instead
of powers he speaks of accelerating forces which this time as with DAlembert
are just accelerations. Although the virtual work law is applied to the case of any
number of points and not only the earth-moon system, the accelerating forces are
considered always acting toward a centre.
If P, Q, R, ..., P , Q , R , . . . are the accelerating forces acting on the mass points
m, m , . . . toward the centres p, q, r, ..., p , q , r , . . . , and if there is equilibrium, the
following equation is obtained the symbols are Lagranges:
m(Pp + Qq + Rr + . . . ) + m (P p + Q q + R r + . . . ) + = 0. (10.3)
To get the values of the changes
p, q, r, . . . , p , q , r , . . .
the expression of the distances p, q, r, . . . , p , q , r should be differentiated considering the
centres of forces as xed [144].20 (A.10.13)
The Thorie de la libration de la Lune continues to consider the virtual work of the
inertia forces, providing a general expression, and introducing technical renements
to the Recherches. I will limit myself here to indicating only the additional evidence
Lagrange gives of independent variables:
Furthermore, given the mutual positions of the bodies, there will be many constraint equations between the variables x, y, z, x , y , z , . . . by which it is possible to express all the variations one over the other or rather by other variables in small number and such that they
are entirely independent and correspond to the various motions that the system can receive
[144].21 (A.10.14)
p. 16.
p. 20.
253
the different typeface and the addition of notes by Bertrand. The fourth edition is
the one shown in the complete works of Lagrange edited by Joseph Alfred Serret
and Gaston Darboux. It was printed in 18881889 and it is simply a reproduction of
Bertrands edition. An English edition is also available [153].
In the following, as it was indicated previously, I shall refer to the work of Lagrange as to the Mcanique analytique when it is not necessary to specify the edition.
Otherwise I will talk about the rst edition of the Mcanique or the Mchanique, or
of the second edition of the Mcanique analytique.
According to the not uncommon use of time, the Mcanique analytique contained
historical hints, except that these hints were quite substantial and well made, so that
they are generally regarded as the rst example of a history of mechanics, an example that has inuenced modern history for a long time. The Mcanique analytique is
divided into two parts, one dealing with statics and the second with dynamics; each
of the two parts is preceded by a history. The history of the rst part, the only one I
will examine below, presents the virtual velocity principle as the most recent of the
principles used in mechanics. It was preceded by the principle of the lever and the
law of composition of forces. Lagranges task is precisely to implement the application of the virtual velocity principle to all problems of mechanics. Only after the
publication of his work, prompted by criticism from his colleagues, will Lagrange
commit himself to a demonstration of the principle.
Those who have hitherto written on the principle of virtual velocities have dedicated themselves to prove the truth of this principle, by the conformity of its results with those of the
ordinary principles of statics, rather than to show the uses that can be made to directly solve
problems of this science. We have proposed to dedicate ourselves to that subject with all
the generality of which it is liable and to deduce from the principle at issue the analytical
formulas, which contain the solution to all problems of equilibrium of bodies, in the same
way the formulas of subtangents, the osculating radius, etc. contain the determinations of
these lines among all the curves [145].22 (A.10.15)
22
23
pp. 4445.
pp. 1011.
254
10 Lagranges contribution
Plate 4. Front page of two editions of Lagrangess Mcanique analytique (reproduced with permission, respectively, of Accademia Nazionale San Luca, Rome, and of Biblioteca Guido Castelnuovo,
Universit La Sapienza, Rome)
Here the condence of Lagrange, in both the capacity of the virtual velocity principle
to solve whatever mechanical problem and its simplicity of use, is clear.
Theoretical-technical aspects begin to be addressed after the historical part. Lagrange cannot bring himself to apply directly Bernoullis virtual velocity principle,
and tries to justify it with a simpler and more traditional statement, as he made in
the Thorie de la libration de la Lune:
The general law of equilibrium in machines is that the forces or powers, are among them
in inverse proportion to the velocities of the points where they are applied, estimated in the
direction of these powers [145].25 (A.10.18)
This virtual work law, less general than Bernoullis, as it refers only to two forces,
is more simple and intuitive. Before presenting Lagranges proof is worth noting
24
25
pp. 1112.
p. 12.
255
that the two forces, to which the above statement refers, must not be thought of as
applied to the same point; they may be and generally are applied to different points
of a machine, which transfers forces from one point to another. The two points are
moving in the direction set by the kinematics of the machine itself; the statement
contains the law of the lever as a special case.
Lagrange begins his demonstration from three forces, P, Q and R in equilibrium
with each other, generally applied to three distinct points p, q and r, somehow connected. For the principle of solidication (see also 14.2.1), the equilibrium is not
disturbed if any of the points of application of the forces is supposed xed. Assuming, for example, r as the xed point, the forces P and Q are still balanced between
them. Denote by d p and dq the virtual velocities, i.e. the innitesimal displacements,
of the points p and q estimated in the direction of P and Q, in the case of any act of
motion. The above virtual work law gives:
P
dq
=
Q
dp
(10.4)
or Pd p + Qdr = 0.
For the three powers, considered two by two, then it is:
Pd p + Qdq = 0;
Pd p + Rdr = 0;
Qdq + Rdr = 0.
(10.5)
To obtain an equation of virtual work valid for the three forces, Lagrange uses an
argument, not too sharp, which will resume and improve in the second edition of the
Mcanique analytique [274].26 In essence he argues that because the points p, q and
r inuence each other, among their displacement d p, dq and dr there must exist a
relationship, linear because innitesimal displacements are concerned. For example,
it can be written:
d p = mdq + ndr,
(10.6)
where m and n are numerical values that depend on the constraints and the type of
virtual displacements considered. If dr = 0 is assumed, as in the rst of (10.5), it is
d p = mdq; dq = 0, as in the second, it is d p = ndr. Substituting these values in the
rst two of (10.5), one obtains:
Pmdq + Qdq = 0
Pndr + Rdr = 0,
(10.7)
(10.8)
Pd p + Qdq + Rdr = 0.
(10.9)
26
p. 137.
256
10 Lagranges contribution
A similar result is obtained by combining (10.5) according to the other two possible
combinations (the rst with the third and second with the rst).
The proof outlined above lends itself to a process of mathematical induction, in
the sense that the virtual work law for n + 1 powers is valid knowing it is valid for n
power. For any number of them it is then:
Pd p + Qdq + Rdr + etc. = 0,
(10.10)
The indeterminate quantities are those today called Lagrangian coordinates, which
Lagrange, as reported in the previous pages, had already introduced in the Addition
of 1762. This brief explanation of how to obtain the equilibrium equations will be
completed in the second edition of the Mcanique analytique where Lagrange also
introduces the concept of generalized forces.
In the third section of the Mchanique analitique, Lagrange starts applying the
virtual velocity principle to determine the equations that are necessary but that may
not be sufcient for the equilibrium of a system of material points p, p , p , etc.
subject to the forces P, P , P , etc., constrained together in some way (for the rigid
body the equations that are obtained are also sufcient for the equilibrium). Lagrange
gets rst the equations of equilibrium to translation, then to rotation. In both cases,
he divides the generic virtual displacement of the system of material points into two
parts: a global displacement of the system and relative displacements between the
points. He chooses as global motion that of an arbitrary point p, while the relative
motions are assumed equal to the difference of their total motion and that of p. In
27
28
29
pp. 1516.
p. 16.
p.16.
257
the following I report only the proof of the equilibrium to translation, because it is a
bit simpler and equally explanatory of the approach used by Lagrange.
Naming x, y, z the coordinates of the point p, x , y , z , those of the point p ,
x , y , z , those of point p , he poses:
dx
dx = dx + d,
dy = dy + d,
dz = dz + d;
= dx + d ,
dy = dy + d ,
dz = dz + d ;
(10.11)
where d, d, d represent the relative motions and dx, dy, dz the global motions.
Applying the equation of moments he obtains:
0 = (P cos + P cos + P cos + etc.) dx
+ (P cos + P cos + P cos + etc.) dy
+ (P cos + P cos + P cos + etc.) dz
+
P (cos d + cos d + cos d)
+ P (cos d + cos d + cos d )
+
etc.,
(10.12)
(10.13)
The method of Lagrange to obtain the cardinal equations, and in particular the meaning of the terms where relative displacements appear, attracted the curiosity of Fossombroni which provided an alternative derivation also based on the virtual velocity
principle [109].31
In section IV Lagrange introduces his method of multipliers. Let L =const., M =
const., N = const., etc. be the constraint equations that govern a system of material points with coordinates x , y , z , x , y , z , etc. which differentiated lead to
the conditions dL = 0, dM = 0, dN = 0, etc.; then the following considerations
apply:
Now since these equations must be used to remove an equal number of differentials in the
equation of virtual velocities, after which the remaining coefcients of the differentials must
all be matched to zero, it is not difcult to prove through the elimination of linear equations,
that it will be the same if to the equation of virtual velocities the different constraint equations
dLN = 0, dM = 0, dN = 0, & c. are added, each multiplied by an indeterminate coefcient,
and then the sum of all terms that are multiplied by the same differential is equated to zero.
30
31
258
10 Lagranges contribution
This will provide as many particular equations as the number of differential equations. Finally, the indeterminate coefcients by which the constraint equations are multiplied, are
eliminated from these equations [145].32 (A.10.20)
Applying the above instructions Lagrange gets the equation of the type:
Pd p + Qdq + Rdr + etc. + dL + dM + dN = 0,
(10.14)
that he names general equation of equilibrium. Note that in this equation d p, dq, dr
etc. can vary freely, as if there were no constraints attached.
In the next sections of the Mcanique, Lagrange addresses problems of some
interest in mechanics, including Maupertuiss law of rest; they do not cover basic
aspects of virtual work laws and therefore will be ignored.
10.2.1.1 Constraint reactions
In mechanics, the idea of constraint reactions has evolved along with those of force
and constraint. For Aristotle, a constraint was essentially an impediment for a body
to reach its natural place. Removing the constraint leaves the body free to move.
Even among the ancient Greeks, especially among engineers, it was clear that the
effect of a constraint could be obtained with a power, a muscular force for instance.
If a heavy body was xed on a hook by means of a rope, it was clear that the role
of the hook could be played by a muscular force, appropriate to support the weight.
Therefore, the possibility of interchangeability between constraints and powers is
seen from the beginning of mechanics, although they remain distinct concepts, the
constraint does not exert a force on a body but it seems as if it does. One can talk
about constraint reaction as the force that, for equilibrium, has the same effect of the
constraint.
By accepting the rule of the parallelogram as the primary tool for addressing the
study of static problems, which occurred due to Varignons Nouvelle mcanique
ou statique of 1725, the reaction forces in this sense began to appear explicitly as
geometric or algebraic variables in the calculations. As the equilibrium reduces to the
annulment of the sum of the forces, if also a constraint contributes to the equilibrium,
there is nothing more natural than in the equations of equilibrium symbols appearing
to represent the forces equivalent to constraints, e.g the reactive forces. Only after
Newton, with the introduction of forces at a distance as physical magnitudes, the
principle of action and reaction and the emergence of the corpuscular concept of
matter and the theory of elasticity, did the ontological status of the reactive forces
begin to change. The constraints are no longer, in general, impediments to motion
but they become bodies composed of particles that are centres of forces and the
constraint reactions are real forces that the constraint-body exert over other bodies
which are to interact with them.
In the XVIII century, constraints are still generally modeled as hard bodies, that
is, as being capable of absorbing motions and impulses acting at right angles to them,
but toward the end of the century with the emergence of the Eulerian and Newtonian
concepts of force, constraints are entities treated as dispensers of forces and thus
32
pp. 4546.
259
no longer merely passive. By the XIX century, this second point of view becomes
prevalent, especially among the French scientists.
Lagrange is situated in an intermediate position, on the one hand he considers
constraint forces as the forces required to perform the functions of the constraints,
on the other hand he gives them the ontological status of active forces, or powers. He
introduces the reactive forces from the general balance equation given above, noting
that to terms dL, dM, dN one can give, by analogy, the mechanical meaning of
moment and that each equation of constraint is equivalent to one or more forces
applied to the system in accordance with given directions, so that the equilibrium
state of the system will be the same either one uses the account of these forces,
or one refers to the equation of constraint [145].33 The direction of the forces is
orthogonal to the surfaces L = 0, M = 0, N = 0.
Regarding the interpretation of the multipliers , , , etc. as forces, Lagrange
states:
Reciprocally, these forces can replace the constraint equations resulting from the nature of
the given system, so that with the use of these forces the system may be considered as completely free and without any constraint. And the metaphysical reason [emphasis added] can
be seen, because the introduction of the terms dL + dM + &c. in the general equilibrium
equation, makes that this equation can then be treated as if all the bodies of the system were
completely free. This is the spirit of the method of this section.
Properly speaking, the forces in question shall take account of the resistance that bodies
have to bear because of the mutual constraints, or by the obstacles which, by the nature of
the system, may oppose to the motion, or rather those forces are not but the same forces
of resistance, which must be equal and opposite to the pressure exerted by the bodies. Our
method provides, as we see, the means to evaluate this resistance. This is not one of the
minor benets under this method [145].34 (A.10.21)
p. 49.
p. 49.
260
10 Lagranges contribution
As to the nature of the principle of virtual velocities, it is not so self-evident that it can be assumed as a primitive principle, but it can be considered as the expression of the general law
of equilibrium, deduced by the two principles that we set out [that of the lever and composition of forces]. So in the proofs that are given of this principle it is always considered due to
one of these, more or less directly. But, in Statics there is another general principle independent of the lever and the composition of forces, although the mechanicians will commonly
refer it to them, which would seem to be the natural foundation of the principle of virtual
velocities: you can call it the principle of the pulleys [emphasis added] [148].35 (A.10.22)
According to Lagrange the principle of virtual velocities has its foundation in the
principle of the pulley. This principle says that if one considers a system of two pulleys, consisting of a xed and a movable one, and wraps around them an inextensible
rope, the relationship between power P and resistance R is 1/n, with n the number of
cords. The cords are the whipping situated on either side of the pulley, which may
be either an even number or an odd number, not to be confused with the number of
laps. For example, with reference to Fig. 10.2, there are 4 cords on the left and three
on the right, for a total number of 7 cords; the laps are only 3.
Lagrange argued that the principle of the pulley is absolutely self-evident because
it is clear that all the cords of the rope have the same tension supposing the absence
of friction and it is also clear, with reference to Fig. 10.2, that the lower pulley
is sustained by a force equal to the tension of the rope multiplied by the number of
cords. Notice that Lagrange does not attribute to the principle of the pulley the status
of a virtual work law because at the moment he avoids any kinematical analysis.
In the following I briey summarize Lagranges proof, trying to interpret it. Referring to Fig. 10.3, consider three couples of pulleys set out at points A, B, C the
number of pulleys is limited only for ease of exposition, the following arguments
apply equally to any number of them. The movable pulleys are placed at A , B , C .
An inextensible rope is wrapped P times around AA , Q times around BB , R times
around CC , or rather P, Q, R, are equal to the number of the cords of the pulleys.
After being wrapped around CC , to the rope is hung a weight .
This system can be taken to represent a system of three forces P, Q, R commensurable with each other, applied to points A , B , C of a generic body, or a system
of bodies, linked together and directed as AA , BB , CC . To show this assume the
p. 23.
261
A
P
uA
C
uB
B
C
uC
forces36
(10.15)
which expresses the variation of length of the rope wrapped around the three couples
of pulleys.
According to Lagrange, for the system of bodies to be in equilibrium it is necessary that in the virtual motion the weight does not sink, otherwise it will actually
sink and then there will not be a state of rest. So the relation should be valid:
P + Q + R 0.
(10.16)
However, reversing the direction of the virtual displacements, which Lagrange considers always possible, and repeating the argument, one must also have:
P() + Q() + R() 0.
36
(10.17)
262
10 Lagranges contribution
The only way to to satisfy both relations (10.16) and (10.17) is to accept the sign of
equality, that is to have:
P + Q + R = 0.
(10.18)
But P, Q and R are the moments of the forces P, Q and R because , and are
the virtual velocities of their points of application while the number of wrappings
of P, Q, R, can be interpreted as P, Q, R, and then the expression (10.18) says that a
necessary condition for the equilibrium of a system of bodies is that the sum of the
moments of all powers vanish. Notice that the reversibility of the virtual velocities
considered as not problematic by Lagrange is possible only for regular constraints.
In such a case if, for example, f (u, v, w, etc.) = 0 is a constraint equation, fu du +
fv dv + fw dw = 0 is the constraint equations for innitesimal displacements which
are linear, and if it is satised by du, dv, dw, it is satised also by du, dv, dw
[152], [274].37
The relation (10.18), if satised by any possible value of , and is also a
sufcient condition for the equilibrium. Suppose that indeed (10.18) is satised for
a set of virtual velocities , and . Given the linearity, it is also satised by ,
and . According to Lagrange, since there is no way to prefer one or the other of
two possible motions of the system they must both be zero and so the system is in
equilibrium.
The proof can be easily extended to the case of powers P, Q, R, etc. not commensurable with each other, using a limit process because it is known that all propositions
proved for commensurable quantities can be proved equally when these quantities
are incommensurable by means the reductio ad absurdum [148].38
It is clear that the demonstration of the virtual velocity principle referred to above
does not require only the principle of the pulley. For the proof of the necessary part
of the principle, Lagrange assumes that the weight naturally tends to sink if the
constraints, as determined by ropes and pulleys, allow it to do so, and this certainly
upsets the equilibrium, then the weight cannot sink. This principle of natural descent of heavy bodies is probably the most natural of all of mechanics, but it is not
deductible a priori and it is true because of everyday experience. It is more intuitive
also of the principle of the impossibility of perpetual motion. For the sufcient part of
the demonstration Lagrange then uses a principle that is generally accepted as valid
a priori, i.e. the principle of sufcient reason, which states that if there is no reason
that a motion should be done in one way or another, the motion is not realized at all.
The application of this principle, however, does not leave one completely satised
because it is not so obvious that there is no reason to prefer one or the other of the
two motions. Lagranges proof of the second edition of the Mcanique analytique
referred to above, reconnects to a demonstration of 1798, published in the Journal of
the cole polytechnique along with the three demonstrations by Fourier [147] (see
Chapter 12). It differs only for formal aspects, such as, for example, to consider a
weight of 1/ 2 instead of a unit weight and for a more extensive discussion.
37
38
p. 137.
p. 26.
263
According to Bertrand, the demonstration is imperfect and the criterion of equilibrium based on the assumption that a weight must necessarily go down if it is allowed
by constraints, has exceptions. The same criticism of Bertrand was reported in more
detail by Jacobi in his lectures on mechanics of 18471848 [375].
Perhaps the criticism of Bertrand and Jacobi applies to the reasoning of Lagrange,
because it is likely that Lagranges conception of innitesimal displacements is that
assigned by them, and the situation of Fig. 10.4a would reveal the weakness of Lagranges reasoning because here there is a material point which is in equilibrium
notwithstanding the possibility of a downward motion. In a few places, however,
Lagrange seems to adopt the innitesimal displacement as in Fig. 10.4b as a modern mathematician would do when he says that the displacements of points in
the system are reversible (as already mentioned just above) and in the Thorie des
fonctions analytiques where he interprets the virtual displacement as velocity, and a
velocity in the case of Fig. 10.4 is directed horizontally and no downward motion is
allowed.
An apparently more relevant criticism is that by Mach, who sustains the claim
that Lagranges proof is circular because it assumes the principle of the pulley, i.e.
a simplied version of virtual work law that is the law which is to be proved
du
P
a)
Fig. 10.4. Various kinds of innitesimal displacements
39
du
P
b)
264
10 Lagranges contribution
[355].40
Machs criticism is however not convincing from two points of view, rstly
because Lagrange uses the principle of the pulley not as a law of virtual work, but
simply as a principle of equilibrium of parallel forces, secondly because in any case
passing from a simple proposition to a complex one should be considered as a form
of proof.
The criticism that a modern reader myself, for example can turn to Lagrange
refers to various aspects. The rst criticism is formal of logical character; Lagrange
does not specify that he is in fact assuming smooth constraints. The issue is not even
touched. A second criticism is methodological and concerns the possibility of replacing the real system of forces with a series of pulleys and wires completely ideal, i.e.
innitely exible, with no mass or weight and without frictions. One more criticism
concerns the admission of linear constraints, at least for innitesimal displacements.
Lagranges proof seems quite convincing, but it leaves some points of dissatisfaction, on the other hand it is not possible to dismiss it in an easy way. In my opinion
Lagranges proof is the most convincing of all attempted up to now, after that of
Poinsot (see Chapter 14) which however has a completely different nature, because
Lagranges proof has a foundational character, while Poinsots a reductionist character.
f
f
f
, ,
x
y
z
(10.19)
f
f
f
, ,
(10.20)
p. 67.
265
R ],
the effect of
If one impresses to each body forces equal and contraries to those [R and
these forces will be destroyed by the resistance we referred above; and consequently the
system should remain in equilibrium. [] But for the principle of virtual velocities, the
sum of the forces multiplied by the velocities of their points of application, according to the
direction of the force, should vanish in the case of equilibrium, [] for the equilibrium of
the concerned forces it will be satised the equation:
f (x)x f (y)y f (z)z f () f () f () &c. = 0
which should be valid with the equation of constraint f (x, y, z, , , ) = 0 []. But if it is
taken the derivative of this equation, with respect to time t, on which the variables x, y, z, ,
&c., depend, it holds:
x f (x) + y f (y) + z f (z) + f () + f () + f () + &c. = 0
and it is clear that this relation is satised with the previous one for all values of x , y , &c.
only if = = &c. [146].41 (A.10.24)
In the second edition of the Thorie des fonctions analytiques Lagrange changes
completely the structure of the paragraph concerning the constraint reactions, taking
into account Poinsots comments [197] who believed neither useful nor necessary
the use of the virtual velocity principle to show that = . Lagrange virtually reverses the setting of the rst edition; instead of using the virtual velocity principle
to characterize constraints, he uses the characterization of constraints in order to
demonstrate the principle. The demonstration takes on two fundamental principles:
the law of the pulley and the rule of composition of forces.
For the sake of brevity I will change the order of presentation of Lagranges arguments, keeping the same logic. He considers rst the case of only two material
points, identied by the coordinates x, y, z, , , which are subject to a quite general
condition of constraint represented in the form:
F(x, y, z, , , ) = 0.
(10.21)
Actually, the generality is limited by the fact that taking an expression of the type
(10.21), where F is an ordinary function, is the same as considering holonomic and
independent of time constraints.
To the above mathematical expression of constraints Lagrange associates a geometric-mechanical model consisting of two xed and two mobile pulleys connected
by a taut rope of xed length, as shown in Fig. 10.5.
The geometric-mechanical constraint can be made locally equivalent in a way
that gives rise to the same innitesimal virtual displacements to the analytical constraint dened by equation (10.21) provided the position of the pulleys and the number of rope turns are chosen in an appropriate way. In particular, line RM joining
the centres of the rst two pulleys, xed and mobile, should be orthogonal to the
surface dened by F = 0 with , , assumed as xed, while line SN of the second
two pulleys should be orthogonal to the surface F = 0 with x, y, z assumed as xed.
Now it is easy for Lagrange to dene the direction of the reactions, by introducing
in a non-problematic way the assumption of smooth constraints. For the system of
41
pp. 255256.
266
10 Lagranges contribution
N
F(
, x, h, z) = 0
n
F(x, y, z,
)=0
M
Fig. 10.5. Reaction of a constraint
pulleys the constraint reaction R in M is clearly directed along the line MR joining
the centres, while the reaction R in N is directed along the line NS. For the equivalence it can thus be said that the reaction forces R and R associated with (10.21) are
orthogonal respectively to the surfaces F(x, y, z, ) = 0 and F(, , , ) = 0 and
therefore dened by relations like these:
F (x),
F (),
F (y),
F (),
F (z)
F (),
(10.22)
The extension of the above considerations to any number of points does not present
any difculty. A condition of constraint, for example with three points, like this:
(x, y, z, , , , x, y, z),
(10.23)
admits a geometric-mechanical model with three xed and three mobile pulleys.
Similarly in the case with four points and so on.
For more than one constraint condition Lagrange assumes, without any justication, and then without taking into account Ampres comments to the rst edition of
the Theorie des fonctions analytiques (see Chapter 13), that constraints do not affect
each other. Therefore, two boundary conditions for a single material point:
F(x, y, z) = 0,
42
p. 384.
(x, y, z) = 0,
(10.24)
267
F (y) + (y),
F (z) + (z),
(10.25)
Y = F (y) + (y),
= F () + (),
Y = F (y) + (y),
Z = F (z) + (z)
= F () + ()
Z = F (z) + (z)
(a)
(b)
The second member of this equation is clearly zero as a consequence of the constraint equations, because the indeterminate quantities , are multiplied by the derivatives of these
equations; it will be then:
Xx +Y y + Zz + + + + Xx + Yy + Zz = 0
(c)
the general equation of the principle of virtual velocities for the balance of the forces X,Y, Z,
, , , X, Y, Z, where the derivatives x , y , z , , express the virtual velocities of the
points to which the forces X,Y, Z, , estimated according to the directions of these forces
are applied (see the rst part of the Mcanique analytique).
After all, one should not be at all surprised to see that the principle of virtual velocities
becomes a natural consequence of the formulas which express the forces resulting from the
constraint conditions, because the consideration of a thread that acts on all bodies through
its uniform tension and induces forces assigned, is sufcient to lead to a general and direct
proof of this principle, as I showed in the second edition of the work cited [149].43 (A.10.26)
The text of Lagrange is sufciently perspicuous though perhaps the transition from
(a) to (b) is a little fast. To obtain (b) one has to multiply the rst of (a) for x , the
second for y , the third for z , and so on and then add and to recognize in the second
member the total derivative of two composed functions. It is worth noting that in his
proof Lagrange uses virtual velocities and not innitesimal virtual displacements,
without commenting on the fact and in this he follows more or less the same approach
of Poinsot in his proof of virtual velocity principle [194], without declaring the fact.
Joseph Louis Franois Bertrand (18221900), who edited the third edition of the
Mchanique analytique, wrote a comment in the second volume of it, where he denounced that absence of any reference to Poinsot:
One might wonder that the illustrious author, usually so careful to know the origin of the
ideas he presents, do not quote here anything. The passage we just read is, in effect, seven
years later of the publication of the famous paper on the equilibrium and motion of systems,
43
pp. 384385.
268
10 Lagranges contribution
in which Mr. Poinsot proposes and solves precisely the same question of freeing mechanics
from the principle of virtual velocities seeking forces that correspond directly to a given
equation. This memoir much struck Lagrange, as evidenced by numerous autograph notes
placed by him on the margins of a copy that I was able to consult. I reproduce here one of
these notes, which can leave no doubt on the question of priority [151].44 (A.10.27)
Towards the end of the Thorie des fonctions analytiques Lagrange stresses the commonality of the proof above with that of the Mcanique analytique (second edition),
but he believes that this is more direct and general. One can agree with him that it
is more direct, as in the proof of the Thorie des fonctions analytiques he uses the
law of the pulley and the rule of composition of forces while in the Mcanique analytique he uses almost only the law of the pulley. It is difcult to agree with the
opinion about the generality. Indeed, the proof of the Thorie des fonctions analytiques seems more comprehensive because with it the virtual velocity principle can
be extended to the dynamic case without any difculty. Indeed the characterization
of smooth constraints as made by Lagrange allows the extension of the virtual velocity principle from the static case to the dynamic case without having to go through
the principle of DAlembert. It is enough that instead of the equation of statics (a),
the equation of dynamics is considered and then to follow the same procedure to
pass from (a) to (b) and to (c). This possibility of the extension was not, however,
ever remarked by Lagrange.
The principle of dynamics due to DAlembert is that of paragraph II of the Recherches de la libration de la Lune according to which accelerating forces taken in the
opposite direction can be treated as ordinary forces.
The meager statements of Lagrange raise at least two problems: what is the principle of DAlembert? Is the interpretation of Lagrange permitted? A rst answer to
these questions comes by reading the Trait de dynamique [84] by DAlembert. From
here it would seem that the principle of DAlembert reported by Lagrange in the
Recherches does not have much to do with the original principle, and therefore his
44
45
p. 366.
p. 12.
269
The passage is quite obscure and it is not much claried by what Lagrange added
in the following pages where he passes to derivation of the equations of motion.
Much clearer exposure of the same concepts can be found instead in the Thorie de
la libration de la Lune, written some years before, of which I quote a brief excerpt:
It is clear that the motion or the velocity of the body m during the time dt could be regarded
as composed by other three velocities expressed by:
dy
dz
dx
,
,
dt
dt
dt
and parallel to the axes x, y, z. It is then evident, when the bodies are free and no external
forces act on them, each of these three velocities will remain constant; but actually in the
subsequent instant they change and become:
dx
dx
dy
dy
dz
dz
+d ,
+d ,
+d
dt
dt
dt
dt
dt
dt
so, if the previous velocities are assumed to be composed of these last and of the velocities:
d
dx
,
dt
dy
,
dt
dz
dt
d2x
,
dt 2
46
p. 181.
d2y
,
dt 2
d2z
dt 2
270
10 Lagranges contribution
and directed parallel to the axes x, y, z (expressing as usual, the accelerating force as the
element of velocity divided by the element of time) or, which is the same, the forces equal to
d2x
,
dt 2
d2y
,
dt 2
d2z
dt 2
pp. 1718.
p. 255.
271
If one wants to avoid the decomposition of motions, that this principle requires, it will be
enough to establish directly the equilibrium between forces and resulting motions, but taken
in the opposite direction. For it is imagined that the motion is impressed on each body in the
opposite direction to that which must follow, it is clear that the system will be reduced to
rest [emphasis added]. Therefore it will be necessary these movements destroy those that had
received the bodies and that they would have followed without mutual interaction; so there
should be equilibrium among all these movements, or among the forces that can produce
them.
This way of reducing the laws of dynamics to those of statics is less direct than that resulting
from DAlemberts [original] principle, but it offers greater simplicity in applications. It is
similar to those of Hermann and Euler applied to the solution of many problems of mechanics
and it is sometimes found in the treaties under the name of Principle of DAlembert [148].49
(A.10.32)
The idea here seems much easier than in the rst edition, at least for a modern reader,
and perhaps reveals a different conception of force, closer to that of Euler than to that
of DAlembert. If to a system of bodies in motion appropriate forces are applied (if
motions are impressed) in the opposite direction to the actual motion of each body,
the system remains in equilibrium. The main difference compared to the rst issue
is that here the motions are not destroyed by the active force and constraints, but
by the ctitious forces, ma. Note that this time the reference is to equilibrium in
the strict sense (The system will be reduced to rest), and not just to the balance of
forces.
For clarity, I refer for simplicity to a single material point constrained to move
on a surface; if f is the active force and a the acceleration, assumed = ma, the
forces f and are balanced with each other, not in the sense that f + = 0, but
rather in the sense that the material point of mass m is at rest under the action of
the forces f and on the surface to which it is constrained (in modern terms, the
balance equation is satised with intervention of the reactive forces).
Unfortunately, Lagranges attempt to bring balance of forces to equilibrium, assuming that my interpretation is correct, gives rise to a rule that does not always
work, and when the forces acting on a system depend on the velocity, the application of the forces = ma may be unable to keep the system in equilibrium.
In fact, if f (v) indicates the force dependent on the velocity v, the addition of the
forces = ma to the system leads to the balance f (v) + = 0, but not even that
f (0) + = 0, between the force and that which would act on the system at rest
(v = 0).
The position of the rst Lagrange formulation, for which equilibrium and balance
seem identied, which is even more problematic from several points of view, is not
subject to this criticism. If the idea of equilibrium is generalized to the dynamic
case, as a balance of accelerating and active forces, all the arguments of supporters of the virtual work laws as a criterion of rest (Aristotle, Galileo, Riccati), fall.
But Bernoullis arguments do not fall because his principle of virtual velocities is
set out with reference only to a balance of forces. In this statement there is no difculty in inserting accelerating forces as balancing active forces applied and therefore
Lagrange is justied in the use of the virtual velocity principle.
49
p. 256.
272
10 Lagranges contribution
x1
x2
x3
r1
m1
a1
r2
p1
m2
r3
a2
p2
m3
a3
p3
mi ai ri = pi xi
(10.26)
where is the ordinary product. From this equation it is then easy for Hermann
to deduce the law of motion of the compound pendulum. Fig. 10.6, illustrates the
situation.
Euler, in the study of the dynamics of a taut string, considered as a set of elementary masses mi connected by the string, said that the accelerating forces mi ai of
the elementary masses considered in the opposite direction must be balanced by the
restoring force of the string:
As currently it is the case to determine the movement of the rope due to the force stressing it,
i.e. the accelerating force P for which the point M of the rope is accelerated toward the axis
AB, it is clear that all those forces by which each element of rope is urged in the direction
of AB, taken together, shall be equivalent to the force from which the rope is in fact tight,
which we have indicated with AF = F. Well if we conceive forces opposing and equal to P,
273
M
F
A
G
Fig. 10.7. Static analysis of a vibrating string
applied according to ML on each point M of the rope, then they must be in balance with the
force that stretches the rope [102].50 (A.10.33)
Even today, thanks to Lagranges remarks, the term principle of DAlembert means
different things: the original principle of the Trait de dynamique, DAlembert principle of Lagrange and even the symbolic equation of dynamics. (It should be emphasized, however, that Lagrange is not responsible for the enunciation of the principle
of DAlembert in the form: the forces of inertia balance the active forces, in which
the forces of inertia are hypostatized and treated as true forces.) I cannot avoid
thinking that Lagrange (and Euler and Hermann) though if he has not introduced a
new principle has at least had a very good idea.
p. 73.
274
10 Lagranges contribution
tual velocity in an instant, and makes simpler some fundamental deductions. Among
them there is the one regarding the theorem of living forces, where real changes are
treated as virtual variations due to the fact that both du and u are smooth functions
of time (assuming constant intervals dt). This same conception of virtual displacements allows us then to discover the general procedure for calculating the virtual
work of accelerating forces from the expression of kinetic energy, used in the Mcanique analytique, using the possibility of the permutation of with d in the expression d 2 u, which is conceivable only if u is a continuous and differentiable
function.
For continuous systems, such as those included in the Recherches, virtual displacements of each point are identied by their coordinates x, y and z, instead of
by a label. Again the use of the symbol implies some regularity with respect to
variables x, y and z (beside t).
275
concepts of force, together with that of motive cause, are to be rejected as dark
and metaphysical beings, only capable to spread shadows in a science clear in itself [84].51
Scepticism toward force does not originate directly in DAlembert. Maupertuis
too had this same conception. This scepticism was already present in Descartes
and mainly in Malebranche. Descartes thought there were no forces in bodies, even
though he conceived the concept of cause. According to Descartes, God is the prima
causa, but after the creation there is only a cause which is mechanical: the impact
of impenetrable bodies. Malebranche did not accept this model and assigned to God
a greater space. The concept of force is avoided by Malebranche not only because
its assumption reduces Gods power but also because it is not well-dened. According to Malebranche force cannot be observed or measured directly, it looks like a
simple word, made-up by philosophers to hide their illiteracy. Berkeley wrote some
sentences in which DAlembert will recognize himself, though it is difcult to determine if DAlembert knew Berkeleys work, published only in England in 1720.
Hume too was contrary to the concept of force; but also in this case it seems difcult
there was any inuence, notwithstanding that Hume was familiar the Enlightenment
philosophers [271].
Without force, motion can be described by geometry alone. So DAlembert left
no space for what today is called Newtons second law. Here is what he wrote on
the matter:
Why should we recur to this principle of which everybody recurs today, that the force accelerative or retarding is proportional to the element of velocity divided by time? [] We
neither will examine in any way whether this principle is a necessary truth [] nor, as some
Geometer [Daniel Bernoulli] a purely contingent truth [] we will limit ourselves to observe that, true or false, clear or dark, it is useless in mechanics and consequently has to be
banished [84].52 (A.10.34)
According to DAlembert there were two species of causes, and then of forces in
mechanics: a) causes which derive from the mutual actions of bodies because of their
impenetrability, which are the main causes of the effects we observe in nature; b)
causes not immediately reducible to impulsion or pressure. These causes have to
be equally considered as distinct, if one considers as possible their reducibility to
impulse but cannot prove the fact. Causes of the rst kind have well-known laws;
this is not true for causes of the second kind. They are known only through their
effects; one speaks about a cause because one sees an effect.
Among the causes of the second kind there is gravity, which because it could
not be reduced to the impact, and then to geometry, must be excluded from the
necessary laws of mechanics and considered as a contingent truth. DAlembert asserted that also the causes of the rst kind which look evident, are so only improperly:
51
52
p. XVII.
p. XII.
276
10 Lagranges contribution
What we call causes, also of the rst kind, are such only improperly; they are effects which
determine other effects. A body pushes another body, or a body in motion meets another
body, one must then have necessarily a change in the state of bodies in this occasion [emphasis added]. Because of their impenetrability, the laws of these changes are determined
by means of sure principles; and consequently impelling bodies are considered as causes of
the impelled bodies. But this way to speak is improper. The metaphysical cause, the true
cause is not known to us [81]. (A.10.35)
As a matter of fact, DAlembert notwithstanding the rational framework of his mechanics, afrmed his empiric faith. One has to do only with effects. In mechanics it
is called cause of an effect, another effect; the true causes remain hidden. A chain
of explanations cause-effect is nothing but a relation among effects, which however
can be connected by necessary laws.
Anyway DAlembert felt the need to introduce a quantity called force that, at
least from a mathematical point of view, played the role of the force as commonly
intended in statics and in dynamics by most physicists. Force is dened simply as
the product of mass by accelerations, where both concepts are previously dened:
So we will intend in general with motive force the product of mass multiplied by the element
of velocity [acceleration], or, which is the same, multiplied by the small space it covers in a
given time because of the cause which accelerates or retardates its motion; with accelerating
force we will intend the element of velocity only [84].53 (A.10.36)
The denition of force by DAlembert presupposed that of mass. DAlembert, however, in his examination of the principles of mechanics passes over this concept,
without realizing its problematic character and that the lack of its clarication makes
mechanics incomplete. To DAlembert, and also to Newton, mass is given by the
quantity of matter; a concept which could appear clear to anyone who had a conception of matter based upon a crude atomism with all equal atoms.
DAlembert assumed as fundamental theorems of dynamics the theorem of inertia
divided in two parts (I and II law), the theorem of composition of forces, and the
theorem of equilibrium. Their statements are referred to in Table 10.1 [84].54
Table 10.1. DAlemberts mechanics. Laws or theorems
I law
II law
Theorem
Theorem
53
54
A body in rest will remain in rest unless an external cause will force it.
A body once put in motion by whichever cause, must persevere uniformly and in
straight line, unless a new cause, different from that has caused the motion, will act
on it.
If any two forces act together on a point A to move it, the former uniformly from A to
B, during a given time, the latter uniformly from A to C [...] I say that the body A will
cover the diagonal AD uniformly, in the same time it will cover AB or BC.
If two bodies whose velocities are in inverse ratio of their masses, such that one cannot
move without shifting the other, there is equilibrium between these two bodies.
p. 26.
pp. 3, 4, 35, 5051.
277
Before the introduction of his principle, DAlembert had specied the frame of reference: his principle concerns impact among bodies, direct or mediated by rigid rods;
the impacts are a result of imposed motions, an expression that DAlembert uses in
place of imposed velocities. The bodies are to be understood as material points and
are hard, i.e. not deformable, which do not bounce in the collision and in fact behave as perfectly plastic bodies (apart from the change in shape that does not exist).
In the following I refer to the interpretations of Ernst Mach and Louis Poinsot.
They change the principle of DAlembert from a principle on motions to a principle
on forces in a similar manner, although not identical, as made by Lagrange and serve
to justify the a bit free interpretation by the latter. Machs interpretation is important because it is the most famous, Poinsots interpretation, is important because it
is substantially contemporaneous (1806) with the drafting of the second edition of
the Mcanique analytique.
55
pp. 7375.
278
10 Lagranges contribution
According to Mach [355],56 in place of the impressed motions a, b, c, etc. one can
consider the external forces Ui , instead of the actual motions a, b, c, etc., the forces Vi
able to produce these motions and instead of the suppressed motions , , , etc. the
forces or constraint reaction Wi . DAlemberts principle, according to Mach, requires
that the constraint forces Wi are balanced. If the system is free, constraint forces
are balanced in the sense that their vector sum is zero; if the system is constrained
externally, the balance is expressed by the annulment of their virtual work. Then,
if the virtual work done by the constraint forces Wi is zero, even that of the forces
Ui Vi is zero, because Wi = Ui Vi .
In this interpretation of the principle of DAlembert, the identication of the accelerating forces with the actual motion, has a key role and can justify the name
of the principle of DAlembert to the assimilation of the accelerating forces with
changed sign to ordinary forces. Note that if there were no accelerating forces the
above interpretation would coincide exactly with the virtual velocity principle and
DAlembert would not have said anything new.
Poinsot also provides an interpretation of the principle of DAlembert like Machs,
after establishing the equations of motion in form ma r = f , where f are the active forces and r the vectors orthogonal to constraints (which can be interpreted as
constraint reactions). He writes:
It also can be seen that it is useless to refer to the famous principle of DAlembert, which
reduces dynamics to statics. Under this principle if each impressed motion is decomposed
into two others, one of which is what the body will really take, all the others must balance
between them. That is, if each impressed movement is decomposed in two others, one of
which is that the body loses, the other that the body will take. But it follows immediately
from what was just said, namely, that the actual motion of each point is the result of the
impressed motion and the resisting forces that it receives because of its connection with
other [points], and this is self-evident. Thus the principle of DAlembert is basically that
simple idea that is barely noticeable in the course of reasoning, and which takes the form of
a principle only for the expression that it is given to it [194].57 (A.10.38)
Poinsot replies:
The forces of resistance of which it is discussed are nothing but forces capable of being
balanced on the system, they are the same ones that employs DAlembert. It is, if one wants,
to shorten that they are called mutual resistance forces [197].59 (A.10.40)
56
57
58
59
pp. 335337.
p. 233.
pp. 7273, part II.
p. 73, part II.
279
Lagrange criticizes the fact that the concept of constraint forces appears; Poinsot
agrees and states that he speaks of constraint forces only to abbreviate and that
in fact this term means the forces that must be absorbed by the constraints, which
are absolutely comparable to the destroyed motions of DAlembert, or also bound
to maintain balance in the system, and that the difference is only a matter of
words.
Interpretations of DAlemberts principle as that of Mach introducing (a) the
forces in place of motion and (b) internal or external constraints with no impact
were subject to many criticisms. I will not enter into the details and I just imagine
myself in the role of Lagrange in responding to these objections. The rst claim is
correct, DAlemberts principle was translated from the language of a metaphysical
system in which there are no forces, to that of a metaphysical system in which there
are forces and constraint reactions. But I believe that the translation given by Mach
would be probably natural for Lagrange who had no particular position on the ontological status of forces. Note also that applications of DAlemberts principle by
DAlembert, in some cases see for example problem I of the Trait de dynamique
[84]60 which is then taken up by Mach, where DAlembert studies the motion of
a compound pendulum the suppressed motions are described as puissances, that
is, as forces and although DAlembert for puissances means something different
from what we consider as force, the fact remains that the translation of his principle
in terms of forces is inviting.
The second objection is less serious. To suppose that a collision takes place
through rigid rods without mass is equivalent to assume a system constrained for
internal constraints, those for which the distances between points does not vary. The
impressed motions instead of being real as in the case of direct impact are those
which would be if there were no constraints and all the reasoning of DAlembert
runs well. Then DAlembert applied his principle even when there are external constraints (see again the problem I, when the pendulum is suspended on an external
constraint).
60
pp. 9697.
11
Lazare Carnots mechanics of collision
282
from Moscow reached the Rhine. In those desperate circumstances Napoleon appointed him governor of Antwerp. Carnot commanded the defence. He rallied to the
emperor again during the Hundred Days and served as his last minister of the interior
(this testies to the consistency of Carnot yet more decisively than his having voted
death to Louis XVI some twenty-two years before). In 1816, following Napoleons
nal defeat at Waterloo, Carnot, the only general of Napoleons army to never be defeated, went into exile in the German city of Magdeburg, where he occupied himself
with science [290, 332].
Lazare Carnot wrote four memoirs about mechanics, two of them have the same
title, Mmoires sur la torie des machines, written to compete for a prize of the
Acadmie des sciences de Paris in the years 1779 and 1781; both are conserved in the
Archive de lAcadmie des sciences and Institut de France and partially transcripted
by Gillispie [332].1 The other two memoirs are the Essai sur les machines en gnral
of 17832 and the Principes fondamentaux de lquilibre et du mouvement of 1803
[60].
If it is incorrect to argue that Lazare Carnot was a precursor of Lagrange, because
the latter had already reported a mature exposition of the principle of virtual velocities in his essay on the libration of the moon in 1764, when Carnot was just eleven
years old, still it is to be noted that the Essai sur les machines en gnral where
he exposed and treated in depth a formulation of the virtual work law, was printed
before the rst edition of Mcanique analytique and the rst proof of the principle
of virtual velocities reported by Lagrange in 1798 in the Journal de lcole polytechnique [147]. For this reason, considering also that the contribution of Carnot is
not widely known, I will report an extensive comment also taking aspects not immediately related to virtual work laws from the Essai sur les machines en gnral
(hereafter Essai), a slender writing, slightly more than a hundred pages. Only at a
few points will I refer to the Principes fondamentaux de lquilibre et du mouvement,
where he continued and perfected the ideas of the Essai; notice that the way to treat
virtual work laws is here inuenced by Lagranges Mchanique analitique and less
interesting, at least from my point of view.
Understanding the role Carnot gave to laws of virtual work requires an understanding of his mechanics and also of his entire epistemology because his point of
view differs from the traditional one. The empiric mind of Carnot is reected by the
title and introduction:
It has given to this pamphlet the title of Essai sur les machines en gnral rstly because
it has particularly in view machines as the most important part of mechanics and secondly
because it does not treat any particular machine, but only the properties that are common to
all machines [59].3 (A.11.1)
and well documented better below, where he comments on the two ways to approach
science, the rationalist or synthetic and the empiric or analytic approaches:
1
283
Among philosophers interested in the search of the laws of motion, some make of mechanics
an experimental science, some others make of it a purely rational science. That is, the former
compare phenomena of nature, decompose them to know what they have in common, and
so to reduce them to a small number of main facts which serve in the following to explain all
the others, and to anticipate what has to occur in any circumstance. Some others start from
hypotheses, then, by reasoning according to their suppositions, arrive to discover the laws
which regulate bodies in their motion; if their hypotheses conform to nature, they conclude
that their hypotheses were exact; that is bodies actually follow the laws that at the beginning
they had only supposed.
The former of these two classes of philosophers, starts then in their researches from primitive
notions which nature has impressed in us, from the experiences that it continuously offers
[empiric approach]. The latter starts from denitions and hypotheses [rationalist approach].
For the former the names of bodies, of powers, of equilibrium, of motion are considered as
primitive ideas; they cannot and must not dene them; the latter, to the contrary, must attain
all from themselves and are obliged to dene exactly these terms and to explain clearly all
their hypotheses. But if this method appears more elegant, it is more difcult than the other,
because there is noting more embarrassing in most natural science and especially in this
[mechanics] than to assume at the beginning denitions deprived of any ambiguity. I would
throw myself in metaphysical discussions if I tried to deepen this argument. I will be happy
only to examine the rst and simpler.
[]
The two fundamental laws from which I started are then purely experimental truths, and I
propose them as such. A detailed explanation of these principles is out of the spirit of this
work and could serve only but to tangle things: sciences are as a beautiful river whose course
is easy to follow, when it has acquired a certain regularity; but if one wants to sail to the
source one cannot nd it anywhere, because it is far and near; it is diffuse somehow in the
whole earth surface. The same if one wants to sail to the origin of science, one nds nothing
but darkness and vague ideas, vicious circles; and one loses himself in the primitive ideas
[59].4 (A.11.2)
In the rst part of the above quotation Carnot declared his preference toward the
empiric approach; in the second part he declared the two principles assumed in the
Essai (the equality of action and reaction and the conservation of momenta in the
collision) as empirical laws.
In the introduction of the Principes fondamentaux de lquilibre et du mouvement
Carnot was a little bit more vague. Here he reasserted his empiric faith:
Ancients established as an axiom that all our ideas come from senses; and this is no longer
object of dispute [60].5 (A.11.3)
Nonetheless, he also expressed the opinion that, notwithstanding the laws of mechanics drawing much from experience, they seem so evident and clear that there is
the impression they could be derived from reasoning only:
Yet sciences do not all draw equally the basis from experience. The pure mathematics will
take less than all the others, then the mathematical physical sciences, then the physical sciences. It would no doubt be satisfactory in every science, to decide the point where it ceases
to be experimental to become rational, that is to be able to reduce to the smallest possible
number of truths which we are forced to draw from observation and that, once accepted, together are sufcient for the sole reasoning to embrace all branches of science. But this seems
4
5
pp. 120124.
p. 2.
284
too difcult. Wanting to go up too high, with the only reasoning, you are exposed to [the risk]
to give obscure denitions and vague and lax demonstrations. There are fewer problems in
obtaining more information from the experience of what might be strictly necessary.
[]
It is therefore from the experience that men have gained the rst notions of mechanics. Nevertheless, the fundamental laws of equilibrium and movement that are its basis, are presented
on the one hand so naturally to reason, and on the other hand they are expressed so clearly
through the known facts that it seems difcult to say that it is of one rather than another that
we have full conviction of these laws [60].6 (A.11.4)
and it is not necessary that hypotheses concern phenomena which are unrelated to
each other:
My objective is not to reduce them [the hypotheses] to the smallest number; it is enough for
me that they were consistent and clear enough [...] but they are the most suitable to conrm
the principle [the experimental facts], by showing that they are, as to say, nothing but the
same truth which says all the same under different forms [60].8 (A.11.6)
Using the classication of the theories proposed by Antonino Drago [300], that of
Carnot was an approach for problems, and his main problem, at least ofcially, was
the study of the behaviour of machines:
Knowing the virtual [initial] motion of any system of bodies (i.e., that each body would take
if it were free) nd the real motion that will take place immediately following, due to the
mutual action between bodies, considering them as they exist in nature, that is, endowed
with inertia, common to all parts of the matter [59].9 (A.11.7)
He did not follow, like Newton, an axiomatic approach partly because he was
not sufciently accurate giving at once a principle from which to deduce all the
mechanics, but rather he sought to trace the principles from elements more or less
obvious. The phenomenon Carnot considered as more immediate is that of collision
and from it he built his mechanics, which was seen essentially as the science that
studies the communication of motion.
6
7
8
9
pp. 35.
pp. 4649.
p. 47.
p. 14.
285
pp. 1516.
286
As mentioned earlier, Lazare Carnots laws are different from those of Newtonian
mechanics. Carnots paradigm is collision rather than continued action, which prevails in the Newtonian paradigm. He also believes that his laws are intuitive enough:
This Essay on machines is not a treatise of mechanics, my goal is not to explain in detail
or demonstrate the basic laws that I have reported, these are truths that everyone feels very
good [59].11 (A.11.9)
The rst Carnots law of the Essai expresses the fact that all bodies which change
their state of rest or motion always do it from the action of some other body, to which
a force equal and directly opposite is impressed at the same time. All bodies resist
changes to their state and to refer to this resistance Carnot uses the term inertia force
of which he defends the use, for example against Euler who considered it a confused
concept, and contributes to its spread. In more precise terms the force of inertia of a
body is The result of its current motion and of a motion equal and contrary to which
it should be in the next instant [59].12 In the explanation of the rst law, Carnot also
provides the prevailing meaning he attaches to force: it is the change of quantity of
motion F = mv.
The second law refers to hard bodies, which according to DAlembert, are perfectly rigid bodies deprived of any elasticity; to justify the statement Carnot refers
to experience. Here he seems not very honest in considering the case of collision of
plastic bodies which, among other things, are anything but hard, as the most representative. In any case, the hard body model in the sense employed by Carnot, was
widespread in the XVIII century and its use is justied not so much by experiments,
as by the need for a simple model of behaviour. However Carnot is aware, he openly
declares it, that the second principle leaves out the elastic bodies and justies its acceptance by noting that the case of elastic bodies can be explained by that of hard
bodies by assuming the former as consisting of an innite number of hard bodies separated from each other by elastic springs. It is clear that this explanation of Carnots
is a forced justication; for example the way to treat the elasticity which is transferred from the bodies to the springs, remains unclear.
From the two laws, Carnot claims two other secondary principles relative to
the collision of hard bodies, which are commonly used in mechanics, they are:
The intensity of collision or of action between two colliding bodies, does not depend on their
absolute motions, but only on their relative motion.
The force or the quantity of motion they exert on one another, is always perpendicular to
their common surface at the point of tangency [59].13 (A.11.10)
pp. 1718.
p. 64.
pp. 1617.
pp. 4950.
287
(11.1)
V'
F'
q'
m'
F"
q"
m"
V"
(11.2)
288
(11.3)
This expression is then rewritten in a more effective way, by introducing new symbols and concepts.
Let it be:
the mass of each particle of the system, m;
its virtual velocity, i.e. the velocity it could take if it were free (the velocity before
collision) W ;
its real velocity (after the collision) V ;
the lost velocity U so that W will be the resultant of V and U;
the force or quantity of motion F which each of the adjacent particle impresses
to m, and through which it receives all the motion transmitted by the system;
the angle X between the directions of W and V ;
the angle Y between the directions of W and U;
the angle Z between the directions of V and U;
the angle q between the directions of V and F.
First, with these new symbols, relation (11.3) assumes the expression:
FV cos q = 0.
(11.4)
This relationship is not easily interpreted with the modern categories of mechanics
since the term F, that represents the force, maintains a certain ambiguity, or rather,
it is not yet reported in one of its classical meanings. From a formal point of view
one can say that relation (11.4) has the form of a virtual work law.
Second, to achieve a more convincing recognition, the expression (11.4) is given
a different form. The quantity V W cos X is the velocity gained by m for the effect
of the constraints, and then m(V W cos X) is the component of the force F, Carnots
meaning, acting on the particle m in the direction of V , i.e., F cos q (see Fig. 11.2).
In place of (11.4) one can then write the expression:
mV (V W cos X) = 0,
Y
mU
mW
X
q
F
Fig. 11.2. Impact of two masses
mV
(11.5)
289
but because W is the resultant of V and U and because W cos X = V +U cos Z, Carnot
obtains the following relation:
mVU cos Z = 0,
(11.6)
The rst denition is purely geometric, that is geometric motions are reversible motions congruent with constraints; the second denition seems to refer to mechanical
concepts, because the word action calls for concepts like force or work. However
this is not the case and also the second is a kinematical denition, because Carnots
mechanics deals with impact of bodies and the impact is characterized kinematically. In any case Carnot thinks the two denitions are equivalent and proves a
theorem for which the denition of the Principes fondamentaux de lquilibre et du
mouvement implies that of the Essai [60].17
From the examples Carnot gives it appears that geometric motions can also be
innitesimal [59],18 [60].19 From an operational point of view the nite or innitesimal nature of geometrical motion makes no difference because what Carnot uses
is the velocity u associated to the geometric motion, called geometric velocity and
sometimes still simply geometric motion.
In summary, geometric motions are those motions compatible with all constraints
nite or innitesimal. For unilateral constraints, not all compatible motions are geometric, but only those that when reversed do not violate the constraints. With reference to the innitesimal motion of the material point constrained on the concave
surface of Fig. 11.3, that of Fig. 11.3a is a geometric motion while that of Fig. 11.3b,
which detaches the material point from the surface, is not, because the contrary motion is not permissible.
15
16
17
18
19
p. 23.
p. 108. English translation from [332], p. 43.
p. 119.
p. 26.
p. 130.
290
a)
b)
In some parts of his writings Carnot reserves the term absolute geometric motions
to motion dened as above and speaks of geometric motions by supposition referring
to those motions that could violate the existing constraints but do not actual violate
them in real motion. The use of geometric motions by supposition can be useful to
simplify the mechanical problem under consideration. In substance, Carnot says, assume that a unilateral constraint behaves as a bilateral one, then verify whether the
assumption made is correct by checking if there are reactive forces that the true
constraint cannot exercise. If this is the case the assumption of geometric motion
was not eligible. For example consider a wire capable only of tension producing the
constraint of Fig. 11.3; then assume a geometric motion (case a). If the actual motion produces a compression in the wire, it means that the assumption of geometric
motion should be disregarded, but it also means that the constraint too can be disregarded; in both cases, or assuming a geometric motion or disregarding the constraint,
the analysis is made simpler. This idea of Carnot anticipates modern iterative calculation procedures to address problems with unilateral constraints. It is not clear if he
had full awareness of this fact, although it probably was just to deal with unilateral
constraints that he introduced geometric motion by supposition.
Carnot gives a great emphasis to geometric motions, considering their introduction as one of his major contribution to mechanics:
The theory of geometric motions is very important; it is, as I have already noted, like a mean
science between ordinary geometry and mechanics. [] This science has never been treated
in details, it is completely to create, and deserves both for its beauty and utility any care by
Savants [60].20 (A.11.13)
The property of Carnots geometric motions which attracted the attention of French
scholars of mechanics, Poinsot and Ampre in particular, is the fact that they are
purely geometric, independent of the forces acting on the system to which they refer.
The virtual displacements and velocities, regarded as geometric motions, are purely
imaginary motions taking place in an imaginary time and do not alter the position of
bodies and forces.
In studies by Drago [299] and Drago and Manno [302], some criticisms are expounded about the way Carnot presents geometric motions and the way the rst and
second (see next section) fundamental equations of mechanics are deduced.
20
p. 116.
291
mUu cos z = 0,
(11.7)
(11.8)
i.e. the moment of momentum before collision is equal to that after the collision.
More precisely he proves the following theorem:
In the collision of hard bodies, either that collision be direct or be made by a machine without
any exibility, for any geometric motion, it is invariably:
1 The moment of quantity of motion lost by the whole system is equal to zero.
2 The moment of quantity of motion lost by any part of the system of bodies is equal to
the amount of moment of quantity of motion gained by the other side.
292
3 The real moment of quantity of motion of the general system, immediately after the
collision, is equal to the moment of quantity of motion of that system, immediately before
the collision [59].21 (A.11.14)
This theorem is just the second fundamental equation (11.7) expressed in a different
way. Furthermore it has a lot to do with what is obtained by considering the static
moments with respect to different axes, but it is more general.
The third proposition of the theorem shows that to remain unchanged it is not
so much, as Descartes thought, the quantity of motion (understood in the sense of
scalar quantity) and not even the living force, because it always decreases in case of
collision among particles, but there is a different quantity that neither the obstacles
that oppose the motion, nor machines that transmit it, can change and this quantity
is the moment of quantity of motion
From the above theorem Carnot obtains the rst corollary:
Of all the motions of which a system of hard bodies agent on each other, either through
an immediate contact, or through a machine without any exibility, is capable, the motion
which will actually take place after the collision among hard bodies, will be that geometric
motion such that the sum of the products of each of the masses by the square of the speed
that it will take is a minimum, i.e. less than the sum of the products of each of these bodies
by the speed that it would have lost if the system had taken a whatever geometric motion
[59].22 (A.11.15)
The proof of the corollary, which, for the sake of brevity I do not reproduce here,
shows that the differential of the lost quantity of motion is zero when the geometric
motion coincides with the real one. Carnot pointed out that this theorem has many
similarities with the principle of least action of Maupertuis.
As second corollary he obtains:
In the collision of hard bodies, either that some are xed or they are all mobile (which is the
same), either the impact is direct or it is made by means of any inelastic machine, the sum
of the living forces before the impact is always equal to the sum of the living forces after
the collision, plus the sum of the living forces that it would have taken place if the residual
velocity of each mobile were equal to that lost in the collision [59].23 (A.11.16)
The proof of the second corollary is the following. Posit W the velocity before the
collision, V the velocity after the collision (the actual velocity), U the lost velocity
and Z the angle between U and V ; from geometry we know that:
W 2 = V 2 +U 2 + 2UV cos Z,
(11.9)
mW 2 = mV 2 + mU 2 ,
21
(11.10)
p. 42.
pp. 4445.
23 p. 48.
24 Carnots theorem is today proved in a few easy steps, based on the property of the inner product
between vectors: W 2 = (V +U) (U +V ) = U 2 +V 2 + 2U V = U 2 +V 2 + 2UV cos Z.
22
293
still known in mechanics as Carnots theorem, which is clearly valid only for systems
of hard bodies. But according to the Geometers of the XIX century it seemed it could
be extended to the more general case of a very sudden shock see for example the
works of Coriolis, Cauchy, and Sturm in the rst half of the XIX century.
mV pdt cos R mV dV = 0
mupdt cos r mud(V cos y) = 0.
In this corollary there appears the concept of moving force; it coincides with force
in the ordinary sense per unit of mass.
By posing V dt = ds, with ds an innitesimal displacement, in the rst of the two
equations, Carnot obtains:
mpds cos R mV dV = 0,
(11.11)
that clearly represents the differential form of the principle of conservation of living
forces.
In the examination of forces that act continuously, in particular those of inertia,
Carnot is not completely consistent. Generally, for him, the force is provided by
mV , with V being the change in velocity of the body; sometimes it is provided by
mV /dt, dt being the innitesimal interval in which there is a change in velocity,
and this is used as an example in another proof of the theorem of live forces [59].26
Before moving on to deal explicitly with machines, Carnot tries to adapt his language to that normally used by the practical mechanicians, who talk about power
and not of lost quantity of motion. According to him, the power is the effort exerted by the agent, i.e. the tension or pressure, which acts on the body. The different
powers are compared with each other, without regard to agents that produce them,
because the nature of the agents does not change anything about the properties of
powers, which are required to satisfy the different uses the machines themselves are
required [59].27
25
pp. 4950.
p. 84.
27 p. 64. Carnot also tries to extend his theory to systems with elasticity. First, he points out that
(11.7) also applies to bodies that are not hard, while relation (11.6) is no longer valid. He also pro26
294
But a force or power considered in this sense, according to Carnot, is just a quantity of motion lost by the agent that exerts it, whatever that agent be, that it pulls with
a rope or pushes with a rod. This power F coincides with the lost quantity of motion
mU. So if one denotes by z the angle between the force F and the generic geometric
motion u, the second fundamental equation becomes:
Fu cos z = 0.
(11.12)
And it is under this form that henceforth we will use this equation [59].28 He
adds that this general principle is the one of Descartes, to which is given a greater
generality.
Carnot reformulates all the previous theorems and corollaries using the concept
of power F, generally referred to as force or weight. The principle of Descartes
generalized can also be applied to systems in motion if the forces of inertia are added
to other powers. Below the general formulation of the virtual work law according to
Carnot is reported, which substantially ts that of Lagrange, DAlemberts principle
included:
Fundamental theorem
General principle of equilibrium and motion in machines
XXXIV. Whatever is the state of repose or of motion in which any given system of forces
applied to a Machine, if it is given any geometric motion, without changing these forces
in any respect, the sum of the products of each of them, by the velocity which the point at
which they are applied will have in the rst instant, estimated in the direction of this force,
will be equal to zero [59].29 (A.11.18)
It is interesting also reading what Carnot writes in a footnote which species why
and in which sense relation (11.12) still holds in dynamic situations:
It would not be useless to prevent an objection that could be presented to the spirit of those
people who have not paid attention to what has been said about the true meaning that must be
given to the word force. Imagine, for example, they would say, a winch to the axle and wheel
of which weights are suspended by ropes, either there is equilibrium or uniform motion, the
weight attached to the wheel will stay to that attached to the axis as the radius of the axis
to that of the wheel, and this is consistent with the proposition [(11.12)]. But it is not the
same thing when the machine takes an accelerated or delayed motion. Thus it would seem
then that the forces are not at all in the inverse ratio of their mutual estimated speed in the
direction of force as it would follow from the proposition [(11.12)]. The answer to this is
that, in the case where this motion is not entirely uniform, the weights in question are not the
only forces applied to the system, because the motion of each body, constantly changing,
opposes in each instant, because of its inertia, a resistance to this change of state and one
must therefore take account of this resistance. We have already said how to evaluate this
force, and we will see later how it has to enter in calculations. It is enough to point out that
the forces applied to the machine in question, are not the weights but the quantities of motion
lost by these weights. Which must be estimated from the tension of the rope with which they
are suspended. That the machine is at rest or in motion, this motion is uniform or not, the
poses an approximate method to deal with the case by introducing a multiplier it seems invariable
over time of the force of impact F.
28 p. 66.
29 p. 73.
295
tension of the string attached to the wheel, is to that of the string attached to the axis as the
beam axis is to the radius of the wheel. I.e. these tensions are always in inverse relationship to
the speeds of the weights they support, and this is consistent with the proposition [(11.12)].
But these tensions are not equal to their weights at all, they are the result of these weights
and their forces of inertia, which are themselves the result of the current motion of bodies
and of the motion equal and directly opposed that it will actually take the next time [59].30
(A.11.19)
So nally equation (11.12) is a classical formulation of a virtual fork law, with geometric motions u that play the role of virtual displacements. It is certainly admirable
the way in which Carnot reached his conclusion from phenomena that appear to be
very simple and well dened. According to the categories introduced in Chapter 2,
Carnots demonstration has a foundational approach, which does not require any
preexisting equilibrium criterion. The arguments, however, are not strict, mostly the
transition from the case of collision to that of the continuous variation of motion is
not clear, i.e. the identication of lost motion with power. This creates a proliferation of lost motions. On the one hand there are motions lost by means of constraints,
on the other hand those lost by the agents and it is not clear why one should apply
(11.12) to only the latter type of motion.
However Carnots move produces the miracle to transform a law of motion into
a law of equilibrium. With his formulation in terms of power Carnot may eventually
prove Torricellis principle, which he states in relation to machines:
When some weights tted to a machine are in equilibrium with each other, if you give this
machine any geometric motion, the velocity of the centre of gravity of the system evaluated
along the vertical should be zero [59].31 (A.11.20)
Carnots proof is very simple. Let u be a geometric motion; theorem (11.12) applied
to weights mg gives:
mgu cos z = 0.
(11.13)
But for the geometric properties of the centre of gravity, if u = u cos z denotes the
component of u along the vertical, it is:
mgu = MuG = 0,
(11.14)
where M is the total mass of the system and uG the velocity in the vertical direction
of the centre of gravity, and then ultimately one has uG = 0; end of proof.
pp. 7375.
p. 77.
296
mechanics as the theory of motion in itself. The rst way is that generally pursued, as the
simplest; but it has the shortcoming to be founded on a obscure metaphysical concept, that
of force [60].32 (A.11.21)
Carnot preferred the second way. He was not however opposed to the word force
which he used often, sometimes with a technical meaning: it is the product of the
mass multiplied by the velocity it could take if it were not impeded by bodies having
motions incompatible with it [60],33 some other times according to the sense of the
common language, sometimes even with the meaning of work.
Carnot anyway sustained that, when the motion of a machine is concerned, that of
force was not the most important concept because the effect it produces depends also
in the way it is applied. To take into account this way Carnot introduced a concept
coinciding with the modern meaning of work. He was not the rst to do this, but he
was the rst to give it an emphasis and an operational meaning as a foundation of
mechanics, especially for applied mechanics. The term he used to indicate work is
moment of activity:
If a force P moves with a velocity u and the angle formed by P and u is z, the quantity
P cos zudt, where dt is the element of time, is called moment of activity [emphasis added]
consumed by force P during dt [59].34 (A.11.22)
The total moment of activity during a nite interval of time T is given by:
T
Pu cos zdt.
(11.15)
Note that here there is an important shift compared to what had been done so far.
Carnots laws, the rst and second fundamental equations of mechanics (11.6) and
(11.7), and the relation (11.12) that is valid for slowly varying forces, are expressed
in terms of the geometric motion u; consequently expressions like Fu cos z and
mUu cos z can be given any numerical value because u is not a physical magnitude
but an undened quantity; they are virtual works. Instead, the expression Pu cos zdt
has a denite numerical value for it depends on two physical magnitudes, the true
force P and the true velocity u, which in any real situation have well-dened numerical values, so the moment of activity is a physical magnitude, the real work.
The possibility to replace geometric motion with actual motion allows Carnot to
prove some interesting theorems. In particular he can quite easily formulate, as a
corollary, a fundamental result of his mechanics, the conservation of work:
Fifth Corollary. In a machine where the motion changes for imperceptible degrees the moment of activity consumed during a given time by the insisting forces is equal to the moment
of activity exerted during the same time by the resisting forces [59].35 (A.11.23)
which comes directly from relation (11.12) when the geometry motion u is replaced
with the true motion u.
32
33
34
35
p XI.
p. 2.
p. 69.
pp. 8283.
297
The position of Carnot in attributing an important role to the concept of work will
have a considerable inuence on later scientists and his son Sadi, who will develop
a thermodynamic theory based on the concept of work, which he will call moving
puissance. Towards the end of the Essai he addressed the problem of perpetual motion and showed how it is impossible, on the basis of his principles, for the presence
of passive forces.37 But although the impossibility of perpetual motion is easily justiable, it is not employed by Lazare Carnot as a principle of mechanics, as was done
by his son Sadi Carnot for thermodynamics.
In considering the way in which Lazare Carnots ideas of work inuenced subsequent scientists, such as Petit, Coriolis, Navier, Poncelet, Saint Venant and so on, it
is interesting to note the following observation of Gillespie, for whom Carnots writings were less signicant than his interaction with other scientists and his prominence
as a statesman:
The failure of Lazares Essai sur les machines to attract contemporary attention has already
been discussed. Although more often mentioned since, the Principes fondamentaux fared
little better when it appeared in 1803. It fell into the same obscurity, lasting another fteen
years. The book was occasionally mentioned prior to 1818, but rather by way of noticing its
existence than because its point of view affected the treatment of problems.
[]
The explanation cannot well be that either father or son was an obscure or neglected personality (except in Lazares early years). What seems likely, therefore, is that attention rst
to machines and then to heat and power developed in a largely verbal, pedagogical, and
practical way. The subjects constituted a kind of engineering mechanics avant la lettre in
which problems were posed, principles tacitly selected, and quantities employed because
that was the way to get results. What further seems likely is that both Carnots participated
in that development personally rather than through their books. Lazare in his latter years
was a kind of Nestor of engineering busying himself judging inventions for the Institute
[332].38
36
p. 114.
Carnot wondered what passive forces are, what difference there is between them and active
forces. He believed that this is an important issue to which no one has responded, nor even attempted
to answer. The distinctive character of the passive forces, for him, is that they can never become
actions, while the active forces can act either as active forces or as resistant forces. Those of walls
and xed points are passive forces because they cannot act as active forces.
38 p. 101. The text by Gillispie is presently probably the most exhaustive on a historical analysis of
Carnots mechanics.
37
12
The debate in Italy
Abstract. This chapter is devoted to the debate in Italy on the principle of virtual
velocities as presented in Lagranges Mchanique analitique of 1788. Both reductionist and foundational approaches are presented. In the rst part those contributions
that criticize the evidence of the principle of virtual velocities are introduced, which
arrived at slightly different formulations of VWLs. In the second part those more
technical contributions are presented, aimed to reformulate the principle of virtual
velocity principle without the use of innitesimals.
Italy was one of the European countries where virtual work laws received the greatest attention, as evidenced by the long list of Italian scholars related to this subject.
In previous chapters I have shown that, before Lagrange and after Galileo and Torricelli, other relevant contributions came from the Italian school in the XVIII century.
In 1743 Ruggiero Giuseppe Boscovich, a Dalmatian mathematician deeply rooted
in Italian culture, used a virtual work law in his analysis of some damage suffered by
St. Peters dome. But perhaps the most interesting contribution was the introduction
of the principle of actions by Vincenzo Riccati in 1749. He generalized the principle of virtual velocities presented by Johann Bernoulli in 1715. The same improvements were reiterated in 1770 by Vincenzo Angiulli, professor in a military school
at Naples. Lorenzo Mascheroni published in 1785 a paper on statics of domes [166],
where a virtual work law played a meaningful role; the study by Daviet de Foncenex,
a Lagrange student, is also remarkable.
The efforts of the Italian scholars of the early XIX century, after the publication of Lagranges celebrated book Mchanique analitique in 1788, are surely less
interesting. They can be divided into two groups:
a) those which are addressed to improve the proof of the virtual work principle,
before the second edition of the Mcanique analytique and the proof presented
by Lagrange himself;
b) those which are addressed to improve the mathematical formulation, by discussing in particular the possibility of avoiding the use of innitesimal displacements.
300
301
long as their did not arise an arm capable of wielding it. In fact, Mr. La Grange, master of
all the mathematical entity, was able to assess its importance and fruitfulness, creating by
means of it a new science of Mechanics, that in the universal doctrine of equilibrium, and
motion of solids and uids, all those difcult problems that had led up to now to the thorny
Problems for a thousand different ways, are reduced to regular and uniform procedures. And
to give an idea of how the human mind has progressed, we can say that the motion and the
equilibrium of the Heavenly Bodies, the shape and the orbits they describe, do not call in
essence, for what belongs to Mechanics, to consider other laws than those which arise in
calculating the motion and equilibrium of a lever of the rst kind through the difculties of
pure calculation, and the multitude of objects to contemplate, need a larger and impressive
apparatus.
[]
Some were employed to show, that this principle is true, showing the results of its compliance with those raised by other methods generally allowed. But really if one could not obtain
other genuine proof, we would be far from the purpose for which routinely Geometers strive;
in the same manner, that when the followers of Leibniz lacked a convincing demonstration
of calculus, it was weak support for them to observe the uniformity of their results with those
of the Geometry of the Ancients.
[]
That common faculty of primitive intuition, so everyone is easily convinced by a simple
axiom of geometry, as for example, that the whole is greater than the part, certainly do not
need to agree on the aforementioned mechanical truth, which is much more complicated
than that of the common axioms, as the genius of the great Men who have admitted the
axiom, exceeds the ordinary measure of human intelligence, and it is therefore necessary
for those who are not satised to obtain a proof resting on foreign theories, such as Riccati
likes (which with some metaphysical arguments, has considered this particular case in letters
printed in Venice in 1772), or to rest on the faith of chief men despising the usual reluctance
to introduce the weight of authority in Mathematics. And if indeed this tyranny of reason
were to appear only once in the Temple of Urania, it could not follow less scandal, that it
was between Galileo and La Grange [109].1 (A.12.1)
pp. 327.
302
First Fossombroni examines the translational motion and the equations of equilibrium to translation, deriving easily an equation of virtual work. Using his symbols,
by indicating the points with p , p , p , the following kinematic relations can be
written:
p = x cos + y cos + z cos
p = x cos + y cos + z cos
p = x cos + y cos + z cos
(12.1)
with cos i , cos i , cos i the direction cosines of the forces Pi acting on pi ; xi , yi ,
zi the components of the virtual displacements ui , nite or innitesimal, in the
directions of the coordinate axes; pi the components of the virtual displacements
in the direction of forces. Note that in the purely translational motion xi , yi , zi are
equal for all points, and thus the translational motion is dened simply, for example,
by x , y , z .
The equation of equilibrium to translation for the components of the forces
P , P , P on coordinate axes are:
P cos + P cos + P cos + = 0
P cos + P cos + P cos + = 0
P cos + P cos + P cos + = 0.
(12.2)
(12.3)
which is the same equation of moments deduced by the Principle of Virtual Velocities. Fossombroni notes that there is no mandatory reason to suppose that the
motion be innitesimal.
12.1.1.2 The equation of forces
In the analysis of the rotational motion and equilibrium of rigid bodies, Fossombroni wants to see preliminarily if the law of virtual work can be extended to nite
virtual displacements and introduces the distinction between equation of forces and
equation of moments to refer to the rst when the displacements are nite and to the
second when they are innitesimal.
With reference to the various forces Pi applied to points A, B, C of the line AC,
as shown in Fig. 12.1, parallel among themselves and perpendicular to the line AC,
the equilibrium conditions to translation and rotation, give respectively:
P + P + P + = 0
y P + y P + y P + = 0.
(12.4)
The nite virtual displacements in the direction of forces, are dened by a constant value x associated with a translation and values x , x , x , etc., associ-
A
M
C
B
A b
303
A
B
X
Fig. 12.1. Equation of forces. Orthogonality to the line where they are applied
ated with rotation around the point M. Fossombroni expresses the different values
x , x , x , etc. to x by means of the relation:
xi =
x i
y.
y
(12.5)
Substituting the value of yi obtained from this equation, in the second of the equations
of equilibrium (12.4), he rst obtains:
y
P x + P x + P x + = 0
(12.6)
x
or:
P x + P x + P x + = 0.
Then, multiplying the rst of the equilibrium equations (12.4) by
that x = x = x , etc., it is:
(12.7)
x ,
considering
(12.8)
d pi
covered
(12.9)
p. 86.
304
A
M
C
a A b
A
E
X
B
C
G
This theorem may seem a mere curiosity and it is certainly true that, from a practical
point of view, it is not of much use even if it is considered in the most extensive
form, obtained by Poinsot [197]. But it should be seen primarily as a demonstration
of hardship and as a rst step towards the elimination of the concept of innitesimals.
This topic will be taken up in Chapter 14, dedicated to Poinsot.
(12.10)
305
(12.11)
which is formally equivalent to the equation of forces (12.9), but here d p , d p , d p ,
etc. are innitesimal. Fossombroni concludes by underlining the condition of validity
of his result:
It could be concluded that in each system where the equilibrium depends from the equations
(1), (2), (3), (4), (5), (6) [12.10], of LXXI, the property sum of moments = 0 is a property
necessary and inseparable of the equilibrium [109].3 (A.12.3)
p. 97.
pp. 2630.
p. 101.
p. 112.
306
so the system while changing the conguration still remain at rest. These kinds of equilibria
are midway between the stable equilibria, where the system returns to its rst state when
it is disturbed and unstable equilibria, where the system, once disturbed from its state of
equilibrium, tends to move away more and more [206].7 (A.12.6)
Lagranges letter is interesting because he shows that he had understood better than
Fossombroni what are the cases for which the equation of forces is valid. They are
those today classied as cases of neutral equilibrium.
Lagrange returned to the matter some time later in another letter:
I gave a demonstration of the principle of virtual velocities derived from the equilibrium of
pulleys. An important principle can be proven in many ways. Your work on this subject,
besides its own merit, has that of having motivated other works as the memoirs of Prony
and Fourier, whose authors made homage to you [206].8 (A.12.7)
(12.12)
The second theorem [213]10 relates to Fig. 12.4. Here Saladini considers the dual
parallelogram XVYZ the sides of which are orthogonal to those of the parallelogram
ABCD (e.g., XY AC). Theorem I applied to the parallelogram XVYZ, gives:
CT XY = CP XZ + CR XV
(12.13)
307
P
N
B
O
M
F
R
C
Z
Y
A
Fig. 12.4. Dual parallelograms
or
AC CT = DC CR + BC CP,
(12.14)
308
Saladini then takes on two principles underlying the static demonstration of the principle of virtual velocities. One is the law of the composition of forces, which for him
is of metaphysical and geometric certainty [213],12 the other is the law of the lever
to which Saladini associated a lower level of condence, seeing it as certainly true,
but as a matter of fact and not logically necessary.
Although, as we noted, some are of the opinion that a rigorous proof of the theory of the
lever studied by Archimedes and after him by other savant men still leave something to be
investigated [213].13 (A.12.9)
By evoking two principles with different degrees of evidence, the principle of virtual
velocities may not have more evidence of the less evident, i.e. the law of the lever:
So we still have to be of the sentiment of those who have opined that the principle of resolution and composition of forces have a metaphysical infallibility; that of the lever only the
patronage of continuous and constant experience, and nally that of the virtual velocities
deduced from the two previous principles, cannot acquire higher degree of certainty of what
has been identied in the principle of the lever [213].14 (A.12.10)
p. 415.
p. 415.
p. 416.
p. 417.
309
Servois work is pretty interesting, but little known, perhaps because it was written in
Latin and in my opinion is worthy of a specic in depth study. In keeping with aims
of the prize, in the rst part of his memoir Servois traces the history of the principle
of virtual velocities in the XVIII century. He gives some hints too about the state of
the art in England and Germany, countries where the principle of virtual work was
considered less than in Italy and France.
After the historical part follows the theoretical part. Servois distinguishes between
a priori demonstrations, which prove the principle of virtual velocities from simple
and clear, or at least acceptable, considerations of statics without the use of a criterion
of equilibrium xed a priori, and a posteriori demonstrations, in which there is a
pre-established criterion. Among them, he cites the demonstrations of Varignon,
Fossombroni and Poinsot, all depending on the law of composition of forces. In these
demonstrations, the principle of virtual velocities becomes a theorem, or a corollary.
Servois aims to provide a demonstration a priori. He sets out a series of principles and denitions on statics very easy to accept, with the exception of an ultimate
principle, the 8th, which he considers his own:
In whichever way two points A and A are joined together, if their virtual velocities v and
v have the same intensity, then the forces P and P applied [to A and A ] are equilibrated if
they are equal [214].15 (A.12.12)
According to Servois the rst seven propositions arose from the elements of mechanics and should be considered as axioms. The last should be assumed as true or
at least postulated as such. Moreover it is of little use to claim its evidence. This
proposition does not refer only to the case where two forces are aligned, but is more
generally applied to two points connected in some way and that can move in any
direction.
Previous seven propositions got from the elements of mechanics and should be considered
as axioms. The last should be assumed as true or at least postulated as such. Moreover it is
of little use to claim its evidence [214].16 (A.12.13)
A
q
p
A
P
p. 191.
p. 191.
310
On the basis of his principles Servois begins to show a series of theorems of gradually
increasing complexity. The rst theorem of some interest is the law Lagrange called
law of the pulley. In the case of the situation in Fig. 12.5 he shows that the law of the
moments holds:
Pv = P v ,
(12.15)
with v/v = P /p = 2. To demonstrate this law Servois uses his 8th proposition to
state that the tension p of the rope that wraps a pulley remains constant for all its
length. Then with simple consideration of equilibrium he obtains P = 2p and with
simple consideration of kinematics v = 2v . Based on the law of the pulley Servois
gets to prove the validity of the law of moments in various situations. For example
for a system of forces concurrent in a point.
Note that though Servois uses the same model considered by Lagrange in his
demonstration of the principle of virtual work. i.e. the pulley, he uses it in a completely different way. He claims the originality of his argument by stating that beside
him only Lagrange and the British mathematician John Landen (1719 -1790) gave
importance to the law of the pulley:
I without problem admit that near the ancients the block and tackle and the pulley were
celebrated less than the lever, as it can be known from sources among others the 8-th book
of Pappus mathematical collections (the pulley was the third faculty near Hero) and recently
still less considered, among the principles of the science of equilibrium, and probably only
by Landen and Lagrange. When the choice of a principle is concerned, one should pay
attention to the evidence and especially to the fertility of it and nobody will deny that the
theory of the pulley is very useful [214].17 (A.12.14)
Though in all cases considered it has been proved only that given the equilibrium it
follows the sum of moments is zero (necessary part of the virtual velocity principle),
Servois claims that it is true also for the reverse, i.e. that by imposing the vanishing
of the sum of moments the equilibrium follows (sufcient condition). Indeed the sufcient condition results by imposing the necessary conditions for all possible virtual
motions. In this way a certain number of equations between forces are obtained that
dene completely their relations at equilibrium.
Moreover, somebody will perhaps say that our demonstration is mutilated and incomplete,
because it should be discussed not only that from the equilibrium of forces it follows the
equation of moments, but also reciprocally, that from the equation of moments it follows
the equilibrium of forces. Let us consider the meaning of the equation of moments, valid for
the system of pulleys: it shows the equilibrium among forces and meantime, because of the
concatenation among the equations, it is obtained the meaning of the moment equations in
all possible cases. And it will be clear that this equation should hold because the equilibrium
follows and not only because it follows from the equilibrium [214].18 (A.12.15)
This position seems to me important because it sets clearly a new way of connecting
the necessity and sufciency of equilibrium in the principle of virtual velocities.
Once the necessary conditions corresponding to all eligible virtual displacements
17
18
p. 220.
p. 221.
311
are imposed, if from them there result relationships among the applied forces such
that they can be uniquely evaluated, these relationships are also sufcient. Indeed
if they were satised and there would not be equilibrium, the equilibrium should
be found with values of forces that do not meet those relationships, but this is not
possible because they are necessary.
Magistrini aims to clean up the virtual velocity principle by redening the concept
of virtual displacement. With arguments that I have to say are not unexceptionable,
he suggests redening the virtual displacement of a generic point indicated as qi
by Lagrange with the differential as dened in the Thorie des fontions analytique,
i.e. the aggregateof rst dimension terms resulting from substituting, in the constraint equation, x +i, y+i , z+i for the coordinate x, y, z, with i, i , i arbitrary quantities.
Starting from the rule of composition for the forces Q1 , Q2 , etc., Magistrini regains the moment equation in a form which is formally similar to Lagranges:
Q1 dq1 + Q2 dq2 + etc. = 0,
(12.16)
19
p. 450.
312
If many forces with any direction applied to a system of bodies or points are equilibrated,
the sum of these powers, multiplied each for the velocity which it tends to impress [emphasis
added] to the point to which it is applied, is necessarily equal to zero. One can see that this
statement is included in what was exposed before, but it is puried from the innitely small
quantities [242].20 (A.12.17)
In his paper of 1842 [206] Riccardi criticizes the way Viscovatov conducts his proof,
and in my opinion correctly because the paper by Viscovatov is not very clear.
A part of the discussion on virtual velocities, Riccardis paper is interesting for
what it says about the diffusion of the principle in the didactic of mechanics [206].21
p. 176.
p. 8.
p. XVI.
p. 5.
313
He criticizes Lagrange for his lack of clarity in the Thorie des fonctions analytique
[149] 24 where it seems that the law of the composition of motion is a purely geometric theorem. For him this is true for the decomposition of ideal motions, but not
for the real ones.
Although the composition of motions expressly permits non-trivial exceptions,
Piola assumes it as a principle. So it seems that his problem is to understand how
much mechanics can be explained assuming the composition of motions; acting more
as a mathematician than as a physicist.
Due to the uncertainty of the general validity of the principle he used, Piola avoids
giving an axiomatic structure to his mechanics. The various concepts are introduced
when they are useful, without attempting to reduce each to other. In the spirit of the
Thorie des fontions analytique Piola assumes that the general motion of a material
point can be developed into series:
1
x(t) = V + X2 + etc.,
2
(12.17)
where = t t0 is the difference between a reference time t0 and the current time t.
The coefcient V of expansion is said to be the velocity or force exerted, the coefcient X is said to be the accelerating force. Note the dynamic characterization of the
velocity which with an apparently Cartesian language is treated as a force probably
because at the beginning of motion the velocity can be considered as proportional to
the action of forces.
With the aid of the principle of composition of motions, Piola not only solves the
problem of motion but also that of equilibrium. A material point is in equilibrium if
and only if the motion components cancel each other, that is, for each the following
relation holds:
1
(V1 +V2 + etc.) + (X1 + X2 + etc.)2 + etc. = 0.
2
(12.18)
From (12.18) it is clear that a necessary and sufcient condition for equilibrium is
that for each instant t0 it is:
V1 +V2 + etc. = 0
X1 + X2 + etc. = 0
etc. = 0.
(12.19)
The condition becomes less restrictive if the motion is continuous. In this case, for
example, the vanishing at all times of the sum of velocity implies the vanishing of
all terms in the series and then the equilibrium. It would appear that the fundamental
law of equilibrium for Piola is not that of the cancellation of forces but rather that
of the cancellation of velocity. This approach, interesting and unusual, however, is
complicated and in fact Piola leaves it, simply checking the vanishing of the sum
24
314
of the forces. The study of motion of a free material point is thus reduced to the
classical form:
x X = 0, y Y = 0, z Z = 0,
(12.20)
where X,Y, Z are the accelerating forces while x, y, z are the components of motion
that are dened only if the initial values of velocity are provided.
12.2.1.2 System of free material points
The study of systems of material points interacting with each other requires the introduction of new principles and concepts, in particular the concept of mass should be
introduced. Piola is aware of the difculties inherent to the dynamic implication of
his choice. He solves the problem by admitting the existence of molecules of matter
all equal to each other, so that the mass of an aggregate is proportional to the number of atoms. In addition to the concept of mass he must also introduce the principle
of action and reaction. According to Piola, this principle, which is never named as
such, may be regarded partly as a principle of reason, partly as an empirical principle, at least for material points with equal mass. It is an empirical fact that two
material points produce motion to each other; it could be a principle of reason that
they move on the straight line: it is easy to be convinced that two points, removed
any other action [], will move toward each other and this motion will be on the
line connecting them [187].25
The artice of considering mass points equal to each other also allows extension
of the principle of action and reaction to points with unequal mass. Consider in fact
two material points of mass m1 and m2 to be composed respectively of m1 and m2
single mass points of unit mass. If all points exchange the same force H between
them, the two points of mass m1 and m2 exchange with each other an equal force
proportional to m1 m2 H.
In the end, the equations of motion of a system of material points free from constraints can be written in the form:
xi Xi = 0, yi Yi = 0, zi Zi = 0.
(12.21)
According to Piola it is easy to see that these equations can be deduced from the
single variational equation:
(12.22)
25
p. 33.
315
In the case when the forces Xi ,Yi , Zi can be derived from a function of x, y, z ,
the above equation can be obtained as a variation of the functional:
U = +
1
(dx2 + dy2 + dz2 ).
2
(12.23)
In modern terms it can be said that U represents the total mechanical energy of the
material point system, which today is well known to be constant with time.
12.2.1.3 System of constrained material points
The solution to the constrained motion is obtained by analogy from the techniques of
solving the problems of constrained minimum. If a stationary problem represented
by a function like (12.23) is subject to geometric constraints such as:
L = 0,
(12.24)
1
(dx2 + dy2 + dz2 ) + L,
2
(12.25)
13
The debate at the cole polytechnique
Abstract. This chapter is devoted to the debate at the cole polytechnique on the
principle of virtual velocities as presented in Lagranges Mchanique analitique of
1788, assuming a reductionist approach. In the rst part, after a brief mention of
Gaspard de Pronys contribution, three interesting demonstrations by Fourier of the
principle of virtual velocities are presented. Fourier considers the case of unilateral
constraints also. In the second part the demonstration of Ampre is presented. Note
the use of purely geometric virtual velocities, following the lead of Lazare Carnot.
In the third part the probably less interesting demonstration of Pierre Simon Laplace
is reported.
After the excitement of 1789, the young French republic was in difculty, having to
ght against internal and external enemies. In early 1794 the situation became desperate and the state began to feel a dramatic lack of scientic and technical services.
In March 1794 on the initiative of Monge and Lazare Carnot, the Committee of public safety appointed a commission of public works which formulated the institution
of an cole centrale des travaux publics. The cole was established by December
1794 with headquarters in the old Palais Bourbon. Its teachers were chosen from
among the greatest names in science and students were recruited with a contest, the
notice of which was spread throughout France. The rules stated that the students admitted to the school were to be salaried in a dignied manner and housed outside the
Palais Bourbon, with the general populace.
The rst year saw the enrollment of 400 students at different levels. A rst round
consisting of a three-month course allowed division into three groups: those who
could immediately enter the service of the state, those who needed a year of study,
and those who needed two years. Since its inception, the school, which will be called
cole polytechnique in September 1795, had a well-dened objective. It was to provide its students with a solid scientic training based on mathematics, physics and
chemistry. The cole polytechnique was preliminary to specialist schools such as
the cole du genie, the cole de mines, and the cole des ponts et chausses. In ten
years, from 1794 to 1804, many eminent mathematicians were produced by the cole
Capecchi D.: History of Virtual Work Laws. A History of Mechanics Prospective.
DOI 10.1007/978-88-470-2056-6_13, Springer-Verlag Italia 2012
318
polytechnique, such as Poisson and Poinsot, physicists such as Malus and Biot, the
chemist Gay-Lussac; later Cauchy, Ampre, and with some problems, Saint-Venant.
The excellence of the cole polytechnique impelled Napoleon Bonaparte to
choose for his expedition to Egypt some of the most prestigious teachers, Monge
and Berthollet, along with forty two students. To curb the political vocation of students who urged them to stand up and ght government decisions, Napoleon decided
to give the cole a military structure. The headquarters was moved to the Mount St.
Genevieve, in the premises of the College of Navarre and the College of Boucurt,
and reamined there until 1975. Its motto was:
For the Country, the Science and the Glory. (A.13.1)
In 1814, despite disputes with the empire, with foreign troops on the outskirts of
Paris, students who had followed only a few courses of artillery, defended with great
courage the Barrire du Trone. With the arrival of Louis XVIII they returned to their
homes.
Unpopular measures, such as the removal of the old Gaspard Monge created serious disturbances, so that, in 1816, the king will suspend the school. Auguste Comte
was one of the students suspended. The courses were resumed only in 1817, with
half of the students. The cole polytechnique was equipped with a new statute, the
uniform became civil, the students were in boarding school and discipline, besides
being heavy, also imposed religious obligations. However, the objective of training technicians and scientists for the state remained. Throughout the reign of Louis
XVIII and still more that of Charles X, the students were in a sharp contrast with the
government. Nevertheless they continued to study under the guidance of renowned
teachers, mostly former alumni of the cole: Arago, Cauchy, Petit and Gay-Lussac.
They, however, participated actively in the risings of 1830.
The arrival to power of Louis Philippe brought a little order. The cole polytechnique regained its military status, but students continued to express disagreement,
so that they were suspended in 1832, in 1834 and 1844. In 1848 they were still in
the street, but this time as a mediating force between the regime and the insurgents.
Even the prince president, who later became Napoleon III, had little sympathy for
the cole, whose students did not submit to the central power. However, the courses
followed each other regularly on the premises of Mount St. Genevive providing
scientic and technical services. The army absorbed a large part of them and two
soldiers of the cole, Faidherbe and Denfert-Rochereau, saved the honor of the army
in the disastrous 1870 war. During the Paris Commune and its bloody repression, the
cole polytechnique was moved to Bordeaux and Tours, following the advance of
the Germans. After 1870, despite the recruitment of graduates being mainly dependent on the army, sciences were not yet abandoned. As an example we mention one
of the graduates: Henri Becquerelle, Nobel prize winner in physics [256].
The cole polytechnique is still active today, although its headquarters since 1975
is at Paliseau, in larger premises. The motto still is: For the Country, the Science and
the Glory.
319
Prony began to put the argument into his own hands. It is true, he says, that Fourier
and Lagrange offered excellent demonstrations of the virtual velocity principle, however, these treatments are not appropriate for students and therefore there is the need
to develop others that are easier. Pronys demonstrations, which cover almost all
cases of equilibrium of rigid bodies, are actually a little easier.
He immediately shows correctly the necessary part of the virtual velocity principle, i.e. if a system is in equilibrium according to the criteria provided by the cardinal
equations of statics, then the sum of moments (Lagranges meaning) is zero. But then
he is not satised, because:
The previous proofs leave nothing to be desired in rigor, but the equation of virtual velocities
presented in this way is a consequence [a theorem] rather than a fundamental truth and it is
necessary, because it retains the characteristics of a principle, to deduce it from theorems
[principles] of mechanics even more elementary and closer to the truth that derive directly
from the denitions than those that I have used. That is what I am going to do by supposing
only the composition of powers applied to the same point and that of parallel powers [202].2
(A.13.3)
So basically he starts over again, only taking for granted the rule of composition of
forces. For him, while the cardinal equations of statics could not be regarded as more
immediate of the principle of virtual velocity, the rule of the parallelogram does.
1
2
p. 204.
p. 196.
320
Prony justies the principle of virtual velocities by examining many cases of different complexity. He limits his analysis to proving the necessary part of the principle, i.e. if there is equilibrium the equation of moments holds true. After that he
reversed the order followed at the beginning and got the cardinal equations of equilibrium for rigid bodies from the equation of moments. His speech on this part is not
completely rigorous, which is partly justied by the teaching nature of the work. In
what follows I will refer only to the proof of the necessary part of the virtual velocity
principle starting from the rule of composition of forces.
(13.1)
i = I, II, etc.
(13.2)
where e1 , e2 and e3 are the components of the displacement d p along the coordinate
axis X,Y, Z, and i , i , i are the angles that the forces Pi form with X,Y, Z.
With a procedure similar to that of Fossombroni, Prony multiplies the equilibrium
equations (13.1) respectively by e1 , e2 , e3 , adds the three equations and in the light
of (13.2) he gets the equation of moments:
PI d pI + PII d pII + PIII d pIII + etc. = 0.
(13.3)
Then Prony moves on to the case of two sets of forces PI , PII , PIII , etc. and PI , PII ,
PIII , etc. applied at the ends of a rod that acts as a link between the two points that
make up the ends, as shown in Fig. 13.1, so that the overall system is in equilibrium.
P III
P II
-T
PIII
dt
PI
PII
PI
Fig. 13.1. Equilibrium of forces applied to a rigid rod
321
This case is quite interesting because it shows how Prony addresses the issue of
constraints. He does it in a way already traditional for those times, assuming the
existence of real forces exerted by constraints. Prony considers the ends of the
rod as material points, where the balance results from the active forces applied and
reaction forces. As for the single material point he has already shown, the equation
of moments, he can write the two equations:
PI d pI + PII d pII + etc. + T1 dt1 = 0
PI d pI + PII d pII + etc. + T2 dt2 = 0,
(13.4)
where T1 , T2 are the forces exerted by the rod at both ends, and dt1 , dt2 are the innitesimal virtual displacements of both ends of the rod along its direction. At this
point Prony assumes without any comment a principle of action and reaction for
which T1 = T2 = T , which is not completely evident and which will be criticized
by Poinsot. Moreover, because the rigidity of the rod and the innitesimal displacement is dt1 = dt2 , the previous relations can be written as:
PI d pI + PII d pII + etc. + T dt = 0
PI d pI + PII d pII + etc. T dt = 0.
(13.5)
By eliminating the reaction T between the two equations, relation (13.5) gives:
PI d pI + PII d pII + etc. + PI d pI + PII d pII + etc. = 0
(13.6)
322
which, in 1822, he became perpetual secretary [290]. He is mostly famous for his
work on the transmission of heat [111].
Fouriers studies on the virtual velocity principle are reported in the Mmoire
sur la statique contenant la dmonstration du principe des vitesses virtuelles, et
la thorie des moments of 1797 [110]; they are among the most interesting of his
works. The memoir opens by claiming the purpose is to prove a virtual work law,
in particular Lagranges principle of virtual velocities, without any reference to the
particular nature of the system under examination:
I also thought it was not enough to prove in an absolute way, the truth of the proposition,
but we must do so regardless of knowledge that we have of conditions of equilibrium in
different kinds of bodies, since these conditions should be considered as consequences of
the general proposition. This objective is fullled by the demonstrations that I am going to
refer. It seems that they leave nothing to be desired both in respect of the scope and accuracy.
We will assume as known the principle of the lever, as shown in the books of Archimedes,
or Stevins theorem on the composition of forces, and some propositions easy to deduce
from the previous [110].3 (A.13.4)
To satisfy his purpose Fourier assumes two principles that were considered indubitable, like axioms, at his time: the law of the lever and the rule of composition
of forces, known as Stevins theorem. It must be said however that Fourier is not
always completely rigorous, in particular he does not distinguish always the difference between necessity (equilibrium vanishing of moments) and sufciency of
equilibrium (vanishing of moments equilibrium).
He reports three separate demonstrations. The rst is essentially based on the rule
of the composition of forces. The second and third are based instead on the law of
the lever. In the following I summarize these demonstrations, and although the third
is probably the most convincing, also the rst and the second should be viewed,
for a number of interesting observations, including those involving unilateral constraints.
Here is how Fourier introduces the virtual velocity principle:
If a body is moved by any cause, according to a certain law, each of the quantities that vary
with its position, as the distance of one of its points from a xed point or a xed plane, is
a given function of time, and can be considered as the ordinate of a plane curve in which
time is the abscissa. The tangent of the angle this curve makes in the origin with the x-axis,
or the rst reason for the increment of ordinates compared to the x-axis, expresses the rate
at which that amount begins to grow, or for the use of a name known, the uxion of this
amount.
Bodies being subjected to the action of several forces, if one takes on the direction of each
[force] a xed point toward which the force tends to carry the point of the system to which
it is applied, the product of this force for the uxion of the distance between the two points
is the moment of the force. The body can be moved in countless ways, and each has a corresponding value of the moment. If the moment of each force for a given displacement is taken,
the sum of all these contemporary moments will be called the total moment, or the moment
of the forces for this displacement. We will distinguish the displacement compatible with
the system state, from what one cannot be undertaken without affecting the [constraint] to
which it is subject, and assume these conditions, expressed as far as possible by equations.
3
pp. 2122.
323
Now, for the principle of virtual velocities, when the forces which act on a body, of whatever nature it may be, are supposed in equilibrium, the moment of these forces is zero for
each of the displacements which satisfy the constraint equations. Bernoulli, in place of uxions, considers the rising increment [innitesimal displacements]. So each of the points of
the system should be considered as describing a small space with rectilinear uniform motion during a time innitesimally small. This small space, projected perpendicularly to the
direction of force, is the virtual velocity: and if it is multiplied by the force, the product is
the moment. I will adopt this happy abbreviation and all the usual procedures of differential
calculus [110].4 (A.13.5)
Note the distinction Fourier makes between the method of uxions i.e. of the
derivatives which, with modern terminology is called the method of virtual velocities, and the method of innitesimal displacements, which is called the method
of virtual displacements.
Based on this distinction Fourier denes the moment of a force in two ways which,
though mathematically coincident for innitesimal displacements, are formally different. In a way the moment is the product of the force by the velocity with which
its point of application approaches its centre. In another way, moment is more classically dened as the product of the force by the virtual velocity, with Bernoullis
meaning, i.e. the projection of innitesimal displacement in the direction of the force.
Fourier declares that he has adopted this second meaning of moment.
For the understanding of the analytical developments it should be noted that for
Fourier the moment of a force P and a virtual velocity d p is given by Pd p and
not, as usual, by Pd p. In fact Fourier does not speak explicitly of a negative sign,
but he gives an implicit denition if it is not a mistake at the end of paragraph
4 where he says If two forces tend to bring close the two points, their moment
will be negative or positive, depending on whether these two points are nearer or
farther [110].5
pp. 2223.
p. 25.
324
ments, it means that the forces can be reduced to equal and opposite forces, so there
is balance.
The system of constrained bodies is discussed in 13. Fourier considers bodies
linked by inextensible wires and solicited by any force that is in equilibrium, and
reasons as follows. The forces that act on each body are not only those applied from
outside, the active forces, but also those that come from the wires. It therefore can be
said that if every body is in balance then the moment of the total forces including
constraint forces is zero when considering any motion.
Fourier then assumes that constraint forces of each wire are equivalent to two
equal and opposite forces directed along the wire applied at its own ends. With this
assumption, if innitesimal displacements congruent with constraints are assumed,
it is easy to show that the moment for all the constraint reactions due to the wires is
zero. So if the system of points is in equilibrium, because the moment of all forces is
zero, even the moment of the active forces must be zero. To complete the proof of the
virtual velocity principle the reverse should also be demonstrated, i.e. if the moment
of the active forces is zero for any virtual displacement compatible with the constraints, then even the moment of all forces is zero and the system is in equilibrium.
Fourier does not do it.
Fouriers assumptions are then:
a) a rigid body is in equilibrium if and only if the forces acting on it can be reduced
to collinear forces equally and contrary;
b) constraint forces have the same ontological status of the active forces;
c) these forces have directions consistent with the direction that denes the constraint. This is the case of smooth constraint.
In different parts of his work, Fourier reects on what happens for virtual motions
that produce shortening of wires, which are by denition unilateral constraints. I refer
below to the view expressed in 6.
If one considers two forces in equilibrium, being applied to the two ends of an inextensible
wire (but not resistant to compression), it is easy to know their moments for a total displacement compatible with the nature of the body in equilibrium. Following the previous article,
the moment is zero whenever the distance is preserved, i.e. when the equation of constraint
is satised. For all other possible displacements, the moment is positive [Fourier assumes
signs contrary to the usual convention], and the system in equilibrium cannot be disturbed
so that the total moment be negative [110].6 (A.13.6)
Although Fourier does not make these considerations on unilateral constraints clearer, they are worthy of emphasis because they are the rst with a certain degree of
organic unity. It therefore seems appropriate that today, under the name of Fouriers
virtual work law, it is meant the statement that says there is equilibrium if and only
if La 0, La being the work made by the active forces for all virtual displacements
compatible with constraints unilateral and bilateral though Duhem [99]7 ascribes
to Gauss a thorough understanding of the meaning of the inequality La 0 [126].
6
7
p. 26.
pp. 44, 195.
325
The problem is set as follows Let P, Q, R, S, etc. be the forces applied at the points
p, q, r, s, etc., and give an innitesimal motion that move the points p, q, r, s, etc.
along the directions p , q , r , s , etc. and resulting in the assigned virtual innitesimal displacements d p, dq, dr, ds, etc. along P, Q, R, S, etc. To obtain an equivalent
system rst consider only two points, p and q, as in Fig. 13.2. Let p be the plane
perpendicular to p passing through p, q the plane perpendicular to q and passing
through q. From the point p the perpendicular h draw to the line common to both
planes p , q , and on the plane q trace a perpendicular h to from the intersection
of h and , and nally draw from the point q, h perpendicular to h that meets it in
k. The two segments h and h can be considered as forming an angled lever which
rotates around the axis . The segment h may be regarded as the mobile arm of a
lever with fulcrum a point o. If p moves along p with virtual displacement d p, the
angular lever p h k will move the straight lever o q k which in turn will move
q in the direction q . The fulcrum o of the lever oqk can be chosen so that the virtual
displacement of q is equal to the assigned value dq.
Notice that the point k moves in the direction orthogonal to the plane q because
this rotates around the axis p. As a consequence, q moves in the direction orthogonal
to q and therefore parallel to qq .
The same operation is made by joining q with r, r with s and so on. In this way the
original system is replaced by an assembly of levers, which will vary by changing
the innitesimal virtual displacement imposed on the system, but it does not matter.
8
p. 36.
326
P
p
p'
dp
h
q'
h'
k
q
q
h''
o
Fourier says that the equilibrium conditions of the original system are equivalent to
those of the assembly of levers and that in the latter case it is clear that the necessary
and sufcient conditions for equilibrium are provided by the annulment of moments.
It must be said however that this statement leaves much to be desired because it is
not so obvious. If it is accepted that the equilibrium of a single lever is based on the
cancellation of the total moment, it cannot be admitted with equal ease that this is
true for an assembly.
P
c
O
b
A
Fig. 13.3. Reduction of the forces on a system to two weights
p'
327
E
Fig. 13.4. Impossibility of motion for E = F
9
p. 42.
328
The third demonstration, except for some slight embarrassment in the end, I think
is the most compelling of those submitted by Fourier. Notice however that he does
not refer to the demonstration of the necessary part of the virtual velocity principle,
that if the system is in equilibrium then the total moment is zero. This demonstration
is however nearly implicit in Fouriers reasoning.
Of some interest are the considerations at the end of 23, of historical nature:
If we are content to replace each of the forces with a weight attached to a wire connected
to a xed pulley, we recognize that for each movement of the system at equilibrium, the
moment of the weights that rise is equal to that of the weights that lower, and although this
consideration cannot be regarded as a proof nevertheless it refers the principle of virtual
velocities to that of Descartes, or the principle used by Torricelli. It is natural to think that
Johann Bernoulli knew some similar construction. There are the same ideas in a work of
Carnot in 1783 printed under this title: Essai sur les machines en gnral [110].10 (A.13.8)
After the three demonstrations reported in its parts I and II, the Mmoire sur la statique continues with three other parts; in part III there are interesting considerations
on the stability of the equilibrium. In part IV Fourier presents his own demonstrations of the law of the lever and the composition of forces, in order to make selfreferential his work. In part V he makes concluding remarks on the generality of the
law of virtual work, noting that it is also valid for uids.
p. 43.
329
of Poinsot, and that Ampre had a better score than Poinsot. The demonstration of
Ampre is interesting in itself, but perhaps even more interesting are his introductory
remarks, indirectly criticizing the work of Poinsot (see Chapter 14), who probably
he knew, and that of Lagrange. Ampre declared:
The principle of virtual velocities, which serves as the basis in this admirable work [the
Mcanique analytique] was considered by its author as a fact of which he then develops
all the consequences, then the general proof of this principle has been looked for. Lagrange
brings it in a very simple way to the principle of a system of pulleys, Mr. Carnot to the
equilibrium of the lever.11 The proof of this principle has been deduced by Laplace by means
of a more general way, but too abstract to be made easily understood by beginners. I set out
to provide, as far as I can with the same generality, a proof that rests only on the theory
of composition and decomposition of forces applied to the same point, and is free from the
consideration of innitely small quantities. This is the goal that I set out in the research that
I have the honor to present to the class [2].12 (A.13.9)
He believes that he has provided a simple and convincing discussion, but in fact his
work is difcult to read and not always well organized. He, like Poinsot, deems it
necessary to avoid using the concept of innitesimal and to start from rst principles
of mechanics, among which the most important is the rule of composition and decomposition of forces. No wonder because, as I have said elsewhere, most scholars
considered the composition of forces as the most rigorous principle. Moreover it
was easiest to be expressed in formulas, a fact that, with no real valid logical reasons,
made it preferable to those scientists who had a sound analytical culture.
Ampre considers the hypothesis of no interaction between the various conditions of constraint and concludes that these cannot be justied a priori, but only in
retrospect, starting from the equilibrium equations:
The laws of equilibrium are deduced, in the most rigorous way, from considerations very
simple when the forces are applied to one point and become more difcult to prove, especially if one wants to consider [the laws] in all their generality, when the forces act on
points subject to constraint conditions that contribute to the mutual destruction of forces.
The difculty comes mainly from the need that these conditions of constraint intervene in
the calculation. At rst glance, it seems that they can be considered separately, and initially
assume a single condition, then another and so on. But a little reection evidences that we
have to show a priori that the effects produced by the union of multiple conditions is the sum
of effects arising from each specic condition, without that they have changed from their
union. Truth that would appear to be rather a consequence of the equations of equilibrium
than a means of obtaining them [2].13 (A.13.10)
330
Ampres example is not very adequate and I do not carry-over it, except to say that
the principle of solidication, at least in the form used by Poinsot (see 14.2.1),
appears not problematic. However, the question raised is worthy of consideration.
In the proof of the virtual principle Ampre uses two basic principles: the composition of forces and the smooth constraints assumption: Because it is clear that
a force will have no action for or against a motion of its point of application, when
it is perpendicular to the tangent line at precisely the point on the curve which it
describes [2].15
In the following passage Ampre exposes what is the essence of the virtual velocity principle according to him and what he intends to demonstrate:
The principle known as the principle of virtual velocities, reduces to the fact that if it is
made the sum of the moments of all forces applied to the system, taking with different sign
those in which the projections of the forces fall on the same side and those in which forces
and projections fall into opposite sides; in addition, to this sum there are added the equations
deduced by all the conditions [of constraint] assigned, each multiplied by an arbitrary factor,
and reduced so they contain in all terms the derivatives with respect to x, y, z to the rst order,
if the quantities that multiply each derivative are equated to zero, separately, and all arbitrary
factors are eliminated, the remaining equation or equations express all the conditions for
equilibrium [2].16 (A.13.12)
To understand better the above statement of the virtual velocity principle, in particular the meaning of moment and projection, the proof of Ampre has to be followed.
I will display only a very brief summary that, besides explaining the terms, explains
also in what sense the proof avoids the concept of innitesimal. I will not go into
any detail because Ampres approach would require a massive use of mathematical
manipulations, which, if not complex, is at least boring.
Ampre considers in the rst instance a system of constrained points so that there
is only one degree of freedom, which he identies as the parameter s. Under this
assumption each material point moves on a pre-denite curve parametrized by s.
The tangents to the curves x(s), y(s), z(s) in the various points are dened by the
vector t of components x (s), y (s), z (s), where the apex denotes the derivative with
respect to s. The component of the vector t on the force applied at point P is called
by Ampre projection. The product of the force and projection, with the appropriate
sign, is the moment of the force. Ampre then eliminated the concept of innitesimal
displacement vector and replaced it by the velocity t. It is clear why Ampre has
chosen s as a parameter of motion instead of time, even if he does not say anything
about it. He wants to completely eliminate the concept of time by a law of equilibrium, thus proving to be more demanding of Poinsot himself (see Chapter 14).
The demonstration consists in refering, by means a system of rigid rods, the motion of a point m on the curve , subject to a force P, to the motion of another point
moving in a straight line and to which another force S is applied, using the principle of composition and decomposition of the forces and the assumption of smooth
constraints. An examination of Fig. 13.5 partially gives the idea.
15
16
p. 250.
p. 253.
331
P
m
A
B
Fig. 13.5. Reduction of a motion from a curve to a straight line
The curve along which m moves is in general skewed; Ampre can prove that
it is possible to trace back the motion, using a rigid rod mM, rst to a curve of a
plane , then, by means of another rigid rod M to a straight line AB still belonging
to , so when moves on AB under a force S, the point m moves on the curve by
force P, preserving the moment.
In the case of many material points m1 , m2 , . . . mn things can be arranged through
appropriate curves i , so that there are so many points 1 , 2 , . . . , n moving all on
the line AB with the same velocity and therefore they can be assumed as joined
together. These points, subject to the forces S1 , S2 , ..., Sn , shall move the points
m1 , m2 , . . . mn of the curves i , with the forces Pi so that the relation which expresses
the preservation of moments is:
Pi ui = Si ,
(13.7)
where ui is the projection of the vector ti associated with the material point that
moves on i , along the direction of the force Pi and Pi ui is the moment according to
Ampre, is the derivative of the common displacements of the points i . Ampre
assumes that there is equilibrium if and only if the resultant of the forces acting on
the points i is zero, i.e. Si = 0; the form in which it follows the law of moments:
Pi ui = 0.
(13.8)
Ampre concludes:
Now, it is a theorem of algebra easy to prove that the equation resulting from the elimination
process is the same as they would be obtained by adding the constraint equations, each
multiplied by an arbitrary factors to the sum of the moments and equating to zero the amount
which multiply each derivative and eliminating the factors [2].17 (A.13.13)
17
p. 261.
332
The easy theorem of algebra is not really too easy. The speech of Ampre gets a little vague when it begins to consider systems with more than one degree of freedom.
One can therefore conclude that his attempt to address the constraints preventing the
superposition of constraints, accepted by Lagrange and Poinsot, was not perfectly
successful.
Besides the two assumptions cited above, Laplace adopts the principle of action and
reaction for which two material points m and m act on each other with two forces
equal and opposite in the direction of the line joining them:
18
Tome I, p. 9.
333
The last part of the above quotation raises however doubts about the way Laplace
conceived of the principle of action and reaction and the reading of the whole memoir does not clarify the matter. One more principle that Laplace considers, without
explicitly stating it, is the principle of solidication.
Laplaces demonstration of the virtual velocity principle starts from a free material point M, partially reproducing symbols and arguments of Lagrange in the rst
edition of the Mcanique [145].20 Consider a point M subject to many forces S applied to it. Denote by s the distance of M from an arbitrary point C on the line of
action of each force S:
s = (x a)2 + (y b)2 + (z c)2 ,
(13.9)
where x, y, z are the coordinates of M and a, b, c the coordinates of C. Let V be the
resultant of the various forces S , still applied to M, and u the distance of an arbitrary
point D on the line of action of V from M. The components of V and S, according to
the direction of the x coordinate are given respectively by:
u
s
V , S ,
(13.10)
x
x
as it can be seen, for example, for the components of S, considering that:
s x a
=
,
(13.11)
x
s
which is the director cosine of the force S and which multiplied by S provides its
component along x. The same is true for the directions y and z. From (13.10) and
similar relations associated with y and z directions, using the rule of composition of
forces one obtains:
u
u
u
s
s
s
V
= S ; V
= S ; V
= S ,
(13.12)
x x
y y
z z
where the sum is extended to all forces. Multiplying equations (13.12) for x, y, z
respectively, adding and taking into account the total differential expression as a
function of the partial derivatives, one obtains:
V u = Ss,
(13.13)
Tome I, p. 37.
p. 20.
(13.14)
334
which is an equation of moments. It is worth noting that, at this stage of his memoir,
Laplace makes no mention of Bernoullis principle of virtual velocities and gives
no name to the product Ss the moment pointing out, too much I think, his
originality.
In the case of a material point constrained on a surface, Laplace denotes by R the
reactive forces and r the innitesimal displacement of their points of application.
From (13.14) he obtains:
0 = Ss + Rr,
(13.15)
but, as the point m remains on the surface, it is r = 0 and (13.15) reduces to (13.14).
The case of a system of constrained particles m , m , etc. is studied similarly by
writing relation (13.15) for each point. Now, in addition to the forces S and R, internal
forces p must be introduced. To them Laplace applies the principle he has stated for
which the internal forces act along the line joining the material points. So indicating
with f the distance between the material points m and m and with f that between
the points m and m and so on, Laplace can write the equation of equilibrium for any
material point m:
0 = Ss + pI f + p I f + etc. + Rr + R r ,
(13.16)
in which I indicates that only the position of m changes while m , m , etc. are treated
as xed (and then he applies the principle of solidication). In relation (13.16)
Laplace has considered also the possibility that m is constrained to two surfaces
that exert the forces R and R in the directions r and r .
For the point m it will be similarly:
0 = S s + pII f + p II f + etc. + R r + R r ,
(13.17)
where now S and s are respectively the active forces of m and the displacements
in their direction; II f represents the variation of f taking m xed by varying m , f
is the variation of f which is the distance between m and m , by varying m , R
and R represent the constraint forces of the surfaces to which m is constrained. By
adding (13.16) and (13.17), together with similar relations for points m , m , etc.,
taking into account that for example f = I f + II f , represents the total change in
length of f , the relation
0 = Ss + p f + Rr
(13.18)
is obtained. Because for every single point it is r = 0, the last term is reduced to
zero. Then if the system is of invariable distance, i.e. a rigid body, it is also f = 0.
So the equation of moments (13.14) is again obtained.
If the points of the system have not invariable distance, Laplace believes it can be
demonstrated that it is still p f = 0. For brevity I will not discuss his argument,
I will only notice that it was not completely correct, as Poinsot pointed out in 1838,
after the death of Laplace, in a note of Crelles Journal [196].
14
Poinsots criticism
336
14 Poinsots criticism
This clarication indicates the attention Poinsot put on the virtual velocity concept,
understood in the modern sense as a vector quantity.
Poinsot begins his demonstration of his version of the virtual work law taking for
granted, as did Prony, the rule of composition of forces, but he does so in greater
detail, as follows. Let P, Q and R be three forces in equilibrium on a plane, applied
1
2
337
Q
P
a
r
z
p
a)
a'
a'
z
b)
(14.1)
where x, y and z are the normal to the directions of P, Q and R conducted from a .
Indicating with p, q and r the components of aa on P, Q and R respectively, i.e.
Bernoullis virtual velocities associated with aa , it may be obtained easily:
Pp + Qq + Rr = 0.
(14.2)
In order to prove this, simply extend the lines x, y, z and build on them forces equal
to P, Q, R, but rotated by a right angle and with origin in a (see Fig. 14.1b), for
which now the normals are p, q, r. Because the equilibrium of P, Q, R persists also if
they are rotated, from the balance of statics moments the relation (14.2) is obtained.
This expresses the vanishing of the sum of the moments Lagrange and Galileo
terminology. The demonstration of Poinsot deserves attention because it shows the
close analogy between Lagranges moments and static moments. They derive
from a different way to observe forces.
Poinsot then argues that the proof of the equation of moments is also valid in the
case of any number of forces applied to a point and even for any number of free
points, because a system of material points is in equilibrium if and only if all its
points are in equilibrium
In the case of a system of constrained material points, the equation of moments
is still valid, provided that in addition to the active forces P, Q, R, etc. also the reaction forces H, M, N, etc. and the corresponding virtual velocities h, m, n, etc., are
considered, so it can be written:
Pp + Qq + Rr + etc. + Hh + Mm + Nn + etc. = 0.
(14.3)
338
14 Poinsots criticism
Note the explicit introduction of the constraint reactions, perhaps according to the
teachings of Prony. Poinsot in his later writings, will instead avoid the concept.
To prove the equation of moment in case of a body with immutable distances (a
rigid body) Poinsot bases his argument on the idea that there is equilibrium if (and
only if) all the forces, as a result of translations, compositions and decompositions
with the rule of the parallelogram can be reduced to only three forces including
constraint forces balancing each other. These three forces should satisfy the law
(14.2) which requires the vanishing of moments. Exploiting the fact that the total moment of forces does not change with the operations of translation and composition,
Poinsot can then claim that the criterion of equilibrium of a rigid body is expressed
by the annulment of the sum of all moments of forces acting on the body, including
the constraint forces. But, when considering virtual displacements compatible with
constraints, the moments of individual reactions, and hence their sum, are zero. The
moments of the constraint forces applied to xed points, because their virtual velocities are zero and those of the forces normal to the resistance surface, are also zero
because the projection of the innitely small arc, described by the root of normal
itself is zero. Note that Poinsot, in his demonstration, in line with the scholars of
the time, takes for granted the assumption of smooth constraints. Ultimately it can
then be concluded that the criterion of equilibrium of a rigid body can be traced back
to the annulment of the sum of the moments of the only active forces.
Instead of proceeding further, Poinsot warns: We will also change the wording of
the general principle of virtual velocities to avoid the idea of innitely small motions
and disturbance of the equilibrium, which are ideas foreign to the subject and leave
something obscure in the spirit. To clarify his position on the virtual displacement,
I quote in full a note written on a separate sheet of the Considerations:
This will exclude the ideas of the innitely small and disrupting the equilibrium; ideas that
are alien to the subject, and the principle of virtual velocities appear as a simple theorem of
geometry by ignoring those considerations that always leave something dark in the spirit.
But it should be noted that this property of equilibrium that we study was discovered by
means of these little velocity [motion], because those offer themselves naturally when you
perturb a machine in equilibrium. It seems that through these movements the energies of the
forces in motion of the machine are estimated. If a system is in equilibrium, you know the
absolute value of each force, but not the effect it exerts on account of its position. Disturbing
a bit the system to see what are the simultaneous movements that can take the points where
forces are applied, some of these points are moving in the same direction of the forces, others
are moving in the opposite direction, and the energy is evaluated as the product of forces by
the velocity of the points of application, it is found that the energies that achieve their effect
are the same as the energies overcome [197].3 (A.14.2)
Poinsot will succeed fully in order to eliminate the concept of virtual displacement
only in the later works. Now, he limits himself to see under what conditions the
equation of moments can be extended to the case of nite displacements. Besides
the well-known examples of a straight lever and the inclined plane, Poinsot refers to
results found by Fossombroni for parallel forces applied to the points of a line; cases
that he generalizes by showing that the equation of moments is also true for nite
3
p. 7, part II.
339
displacements when the forces, parallel to each other, are applied to the points of a
plane:
If a free system of invariable form is in equilibrium under all forces that are applied to it,
assuming that all the forces acting at the junction of their directions with a plane situated at
will, the equation of the moments will be valid whatever was the displacement of the system
[197].4 (A.14.3)
Toward the end of his text Poinsot writes: It would therefore be futile to search for
the metaphysics of the principle of virtual velocities and to endeavor to understand
what they are in themselves the moments of the forces. Everything comes from the
parallelogram of forces, where it is seen as the moments combine among them.
Poinsot is not the only one who uses virtual velocity instead of virtual innitesimal displacement. Fourier seems to put in the same plane the method of uxions
(i.e. the velocity) and that of innitesimal displacements. Poinsot, however, is the
rst to emphasize the need to use only virtual velocities, nally abandoning the innitesimal displacements. In this he will be followed later by Ampre and Lagrange
(in the second edition of the Thorie des fonctions analytique).
340
14 Poinsots criticism
The principle of virtual velocities was known for a long time as well as the majority of the
other principles of mechanics. Galileo rst noticed in the machines, the famous property of
virtual velocities, that is the known relationship that exists between the applied forces and
speeds that their points of application would take if the equilibrium of the machine should
upset by an innitely little amount. Johann Bernoulli saw in the full extent this principle
that he enunciated with the great generality it has today. Varignon and the majority of the
Geometers were careful to check it in virtually all matters of statics. And although there was
no general proof, it was universally regarded as a fundamental law of the equilibrium of
systems.
But up to Lagrange, the Geometers were oriented more to prove or to extend the general
principles of science, than to obtain a general rule for problem solving, or rather they had
not yet put this great problem, which alone represents all the mechanics. It was then a happy
idea by relying on the principle of virtual velocities as an axiom and, without stopping to
consider it in itself, to be concerned only to get a uniform method of calculation to derive
the equations of motion and balance in all possible systems. Thus overcoming all the difculties of mechanics, avoiding, so to speak, to address the Science itself, one transforms it
into a matter of calculation, and this transformation, the objective of Mcanique analytique
[Mchanique analitique], appeared as a striking example of the power of analysis.
Nevertheless, since, in this work one was at rst careful only to consider this beautiful development of Mechanics, which seemed to derive everything from a single formula, it was
believed that natural science was made and one just has to try to prove the principle of virtual velocities. But this research has highlighted the difculties of the principle itself. This
law is so general, where vague and strange ideas on innitely small movements and the
disturbance of the balance mix, does nothing but to become dark in his examination and
Lagranges book is not giving anything more clear than the course of calculations, one sees
well that the mists were not avoided in the way of mechanics, because they were, so to speak
together, at the very origin of this science.
A general proof of the principle of virtual velocities has basically to put the entire mechanics
on another basis, because the demonstration of a law that encompasses a science cannot be
other than the reduction of this science to another law so general, but obvious, or at least
easier than before, thus making it useless. So for the reason that the principle of virtual velocities contains all the mechanics, and that needs a thorough demonstration, it cannot serve
as a primary basis. Trying to prove it on the basis of such a happy use has made is to try to
go through this use; either nding some other law just as fruitful, but more clear, or founding on the principles of an ordinary general equilibrium theory, from which then the virtual
velocities becomes just a corollary. So the state in which Lagrange had brought the science
was not a demonstration of the principle of virtual velocities, which might be sought immediately. The Mcanique analytique [Mchanique analitique], as the author conceived it, is
basically what it should be, and the demonstration of the principle of virtual velocities is not
lacking at all, because if one tried to put it at the beginning of this book in a general and well
developed way, the work would be made, i.e. this demonstration would include already all
the mechanics.
It should therefore be considered that Lagrange placed himself with a single shot on one of
the high points of science in order to discover some general rule to solve, or at least to put in
the form of equations all problems of mechanics, and this objective has been fully achieved.
But to form the science itself, one has to produce a theory that dominates equally all points
of view. One needs to go straight, not to the obscure principle of virtual velocities, but to the
clear rule that can be extracted from the solution of problems. And this natural and direct
search, which alone can satisfy our spirit, is the main purpose of the memoir that is going to
be read [195].6 (A.14.5)
pp. 427430.
341
The above introduction to the Thorie gnrale, contains an attack on the Mchanique analitique much stronger than that of the introduction to the same work in
1806, read by Lagrange. Poinsot argues that the principle of virtual velocities is obscure and unintuitive. The darkness comes from two factors: the rst is contested by
all opponents of the principle of virtual work, Stevin above all, that in the study of
equilibrium it does not make sense to consider a perturbation, a virtual movement.
The second factor concerns the nature of innitesimals, the notion of innitesimal
was not so clear to Poinsot, or at least it was less clear than the concept of velocity
that Poinsot will choose. For this darkness, according to Poinsot, the virtual velocity principle cannot be assumed as a principle of mechanics, and any attempt to
prove it does not make sense because it means replacing this principle with another
principle, equally general but more clear, which makes the virtual velocity principle
unnecessary. Moreover, there is no practical advantage to introduce it.
Poinsots position is incomprehensible to a modern reader, accustomed to handbooks of mechanics based on a highly formalized approach, in which axioms fall
from nothing and there is no need for justication other than success in explaining mechanical phenomena. At the beginning of the discussion the equations of Lagrange themselves are assumed [148]7 or those of Hamilton often as axioms, and
these equations are anything but intuitive. Poinsots position becomes clear when
examined in the perspective of the epistemology of the XIX century, essentially in
Aristotelian style. A principle must be self-evident, and even if it is not required with
Aristotle, to be evident to the pure intellect, it must at least reect the more immediate experience. According to Poinsot who embraces Aristotles opinion, a principle
cannot be proved, otherwise it is not a principle; according to other scholars of his
time, a principle is not necessarily obvious, but it can be proved and this can be done
starting from metaphysical arguments that is, with topics outside the science of
which the principle is a principle or from within the discipline, but with very
elementary arguments.
Poinsots criticism of the possibility to regard Lagranges virtual velocity law as
a principle, therefore, appears to be partly reduced to a linguistic fact, all depending
on what it is understood by principle. Of different values is instead the criticism for
which the demonstrations reported until now are unsatisfactory, or that the principle
of virtual work is neither simple nor fundamental. This seems unfair.
The proofs of Lagrange, Fourier and Carnot, who do not depart from the usual
principles of mechanics, are certainly very interesting. Lagrange connects the principle of virtual velocities to the pulley, Fourier to the lever. Carnot starts instead by the
impact regarded as a phenomenon that can be characterized in a simple and obvious
way. Even the demonstrations that originate from the usual principles of mechanics, such as Pronys, do not seem less interesting than the demonstration reported by
Poinsot himself. Then, in ease of use, if not in enunciation, the superiority of the virtual velocity principle compared to other seemingly simple principles is proved by
its diffusion in treatises of mechanics. As to whether it is fundamental there seems
to be no doubt, with some difculty in dealing with friction forces, but, however, the
criticism of Poinsot certainly was not referring to them.
7
p. 334.
342
14 Poinsots criticism
p. 208.
p. 209.
10 p. 208.
11 p. 234.
12 p. 225.
9
343
(14.4)
where i j , i j , i j are the angles that the forces Ri j form with axes x, y, z respectively,
and Xi ,Yi , Zi are the components of forces Pi along the same lines. By eliminating
P4
4
R 24
R14
P3
R 34
3
R13
1
P1
R 23
R
12
2
P2
344
14 Poinsots criticism
Ri j the six cardinal equations of statics are achieved. Notice that the existence of
solutions for Ri j is only a necessary condition for equilibrium, as stated by the second
principle of Poinsots mechanics.
14.2.1.1 System of material points constrained by a unique equation
Then Poinsot passes to a more in-depth analysis of systems of constrained material
points with the use also of his rst and fourth principles. For the sake of simplicity
he considers the system of four points shown in Fig. 14.3, the six mutual distances
of which, indicated by m, n, p, q, r, s, are subject to the equation of constraint:
L(m, n, p, q, r, s) = 0.
Applying the principle of solidication, the equilibrium conditions on the external
forces of a point, such as x1 , do not change if the other three points are assumed as
xed. If m, n, p are the distances of x1 from the other three points, the condition of
constraint takes the form, depending only on m, n, p:
L(m, n, p, q, r, s) = 0,
(14.5)
x4
r
x3
s
m
q
x1
x2
(14.6)
345
respectively, where and are constants of proportionality. But for the second
principle of Poinsots mechanics, it is necessary that the components of the forces
in the direction m which joins x1 and x3 are equal and opposite, so it should be
= . It can be concluded that in order to have equilibrium, the components of
external forces in six directions should be proportional to the partial derivatives of
L (m), L (n), L (p), L (q), L (r), L (s). This result extends to any number of points
connected by a single condition of constraint.
After these considerations Poinsot encounters some difculty in the use of the
components of forces in the global reference frame. His difculties come from having delivered the conditions of constraints by means of the distances between points
rather than by means of their coordinates with respect to the coordinate system, as it
would seem more natural, at least to a modern reader. The reasons for this are quite
complex although may be not so interesting [197]. A few years later Cauchy [66]
will resume the reasoning of Poinsot using constraint equations expressed by means
of the coordinates of the points.
I avoid referring to those aspects that do not have a very important conceptual
value and, without giving the proof I pass to exposing the rst conclusion of Poinsot
which ensures that to have equilibrium in a system of any number of particles, subject
to a constraint of type L = 0, the components of the forces applied to each point xi
should be proportional to the quantities:
L L L
,
,
,
xi yi zi
(14.7)
L
L p L q L r
=
+
+
+ etc.
xi p xi q xi r xi
L
L p L q L r
=
+
+
+ etc.
yi p yi q yi r yi
(14.8)
L L p L q L r
=
+
+
+ etc.,
zi p zi q zi r zi
where p, q, r which represent the distances of the various points, should be considered as functions of their Cartesian coordinates x1 , y1 , z1 , x2 , etc. in a xed frame of
reference.
346
14 Poinsots criticism
(14.9)
In his words:
First, the mere fact that the points of the system are linked together by the rst equation
L = 0 the forces:
L 2
L 2
L 2
+
+
x
y
z
L
L
L 2
+
+
x
y
z
L
L
L 2
+
+
x
y
z
&c.
can be applied to them, where designates any undetermined coefcient and being each
force perpendicular to the surface L = 0, when one considers the three coordinates of the
point of application as the only variables.
Second, because the points of the system are linked together by the second equation
M = 0, it is still possible to apply the respective forces:
M 2
M 2
M 2
+
+
x
y
z
M
M
M 2
+
+
x
y
z
M
M
M 2
+
+
x
y
z
&c.
with a new indeterminate coefcient, and each of these forces being perpendicular to
the surface represented by the equation M = 0, when the three coordinates of the point of
application are considered as the only variables.
[]
It is clear that there will be equilibrium on the basis of all these forces, because there would
be equilibrium in particular in each group of each equation [194].13 (A.14.7)
Poinsot has implicitly accepted that more constraints working at the same time do not
interact with each other and that the overall effect is the sum of individual effects (it is
the fth principle of his mechanics). He realizes that this fact is not very evident and
tries to overcome a little below, in a passage that I do not refer for lack of space. He
13
pp. 223224.
347
himself did not deem it good enough and then will return to this point in the Elements
de statique since the eighth edition of 1841 (for further clarication on the issue see
the work of Ampre on the virtual velocity principle examined in Chapter 13). Even
Lagrange in the Thorie des fonctions analytique, made the same assumption of
Poinsot on the superposition of constraints but he did not feel the need to justify the
fact.
The Thorie gnrale ends with the following theorem:
Whatever the equations governing the coordinates of various points of the system are, for
equilibrium, each of them requires that to these points are applied forces, along their coordinates, proportional to the derivatives of these equations with respect to these coordinates,
respectively.
Thus, representing with L = 0, M = 0, etc. any equation between the coordinates x, y, z, x ,
y , z , etc. of the different points, and with , , etc. any of the undetermined coefcients, the
components of the forces that must be applied to these points should satisfy:
dL
dM
X =
+
+ &c.
dx
dx
dM
dL
+
+ &c.
Y =
dy
dy
dM
dL
+
+ &c.
Z=
dz
dz
dL
dM
X =
+
+ &c.
dx
dx
dL
dM
+
+ &c.
Y =
dy
dy
dL
dM
+
+ &c.
Z =
dz
dz
&c.
If the indeterminate , , etc. are eliminated from these equations, there will remain the
equilibrium equations themselves, i.e. the relationships that must take place between the
applied forces and the coordinates of their points of application [194].14 (A.14.8)
The equations above allow the solution of the static problem. Given a set of forces
X, Y , Z, X , Y , etc. verify whether the system of material points is in equilibrium
in a given conguration x, y, z, x , y , etc. This can be made as Poinsot suggests, by
solving the equations obtained by eliminating the indeterminate multipliers, or more
simply, by considering that previous equations dene a linear system of algebraic
equations in , , etc. with known coefcients. The linear system may be determined,
undetermined or overdetermined; if it admits at least a solution then the system of
material points is in equilibrium.
Note that Poinsot is establishing the mechanics of constrained bodies without
reference to the concept of constraint reaction though it was there accepted at the
cole polytechnique. He is even more rigorous than Lagrange and leaves no physical
meaning to the indeterminate coefcients , , etc. that once known are generally
interpreted as constraint forces.
14
pp. 228229.
348
14 Poinsots criticism
The memoir ends with an interesting conclusion and two notes: the rst regards
the comments on the role of constraints, which is not particularly illuminating. The
second note concerns the demonstration of the virtual work principle and is of great
interest, which is why I quote it in full.
(A)
could be admissible by the constraints, as supposed, it will be necessary that they satisfy the
equations:
dx
dy
dz
dx
dy
+ f (y )
+ &c. = 0
f (x) + f (y) + f (z) + f (x )
dt
dt
dt
dt
dt
dx
dy
dz
dx
dy
(x) + (y) + (z) + (x )
+ (y )
+ &c. = 0
dt
dt
dt
dt
dt
&c.
(B)
349
obtained from the previous (A) and it will be sufcient to ensure that they meet them so that
the constraint conditions are met.
Now if one multiplies these equations for the undetermined coefcients , , &c. and
adds, it follows that the velocities satisfy the sole following condition, no matter , , &c.
dy
dx
+ f (y) + (y) + &c.
+
[ f (x) + (x) + &c.]
dt
dt
dz
dx
+
[ f (z) + (z) + &c.] + f (x ) + (x ) + &c.
dt
dt
dy
[ f (y ) + (y ) + &c.]
+ &c. = 0.
dt
(C)
dy
dz
dx
dx
dy
dz
+Y
+ Z + X
+Y
+ Z
+ &c. = 0.
dt
dt
dt
dt
dt
dt
(D)
Instead of the three components X,Y, Z, multiplied for the corresponding velocities:
dx dy dz
,
,
dt dt dt
it can be considered the resultant P, multiplied by the resulting velocity dx/dt, dy/dt, dz/dt,
projected into the direction of P, which I will call ds/dt; the same can be done for the other
forces, and it will be:
P
ds
ds
ds
+ P
+ P
+ &c. = 0.
dt
dt
dt
That is, if the forces are in equilibrium on any system, the sum of their products for the
velocities, one wants to give their bodies, whatever they may be, but allowed by their constraints, will always be zero, by estimating these velocities along the directions of forces.
One can see from this, it is possible to take any velocities of nite value, which are measured
by any straight lines that would be described simultaneously by the body if their links are
suddenly broken and each of them run away freely toward their part.
Because of constraints among the bodies the velocities vary in each moment, when one wants
to measure these velocities using the spaces themselves that the bodies actually describe,
these spaces should be taken innitely small, otherwise they no longer would measure the
impressed velocities, and in this way one falls into the virtual velocities themselves, where
the principle is to lose some of its clarity.
In fact it follows from what we have said, that this beautiful property of equilibrium can be
stated as follows:
When the different bodies of a system run any of the movements which do not violate in
any way the link established between them, i.e. the system is continuously in one of those
congurations allowed by the constraint equations, it can be sure that the forces that will
be capable of being balanced in these congurations, when the system passes in them, are
such that multiplied by the velocity of the bodies projected onto their directions, the sum of
all these products is necessarily equal to zero.
In this way, the principle no longer maintains any trace of the ideas of the innitely small
movements and disturbance of the equilibrium, which seem extraneous to the issue and leave
some darkness in the spirit.
350
14 Poinsots criticism
When there is equilibrium, it is clear that the principle holds for all the systems of velocities
that the points could have, passing through the conguration that is considered.
But, when one wants to start from the principle enunciated in such a way that it ensures
the equilibrium one should require that it holds for this innite number of velocity systems.
There is a plethora of conditions, and it is possible to show that it is enough to say that the
equation (D) must be veried for all systems of velocity allowed by the constraint equations
(B) or (bringing together, as we did above, all these equations in one (C) by means of indeterminate , , &c.), it sufces to say that the equation (D) of the moments must be veried
for all systems of velocities:
dx dy dz dx
,
,
,
, &c.
dt dt dt dt
But since, by denition, each of these systems of velocities must satisfy the equation (C),
which amounts to say that all forces X,Y, Z, X ,Y , Z , &c. that multiply the velocities:
dx dy dz dx dy dz
,
,
,
,
,
, &c.
dt dt dt dt
dt dt
in the equation (D), have to be proportional to the functions:
dx
dy
dz
f (x) + (x) + &c.
, f (y) + (y) + &c.
, f (z) + (z) + &c.
,
dt
dt
dt
dx
dy
f (x ) + (x ) + &c.
, f (y ) + (y ) + &c.
, &c.
dt
dt
that multiply the same velocities as in the general equation (C), which requires for them the
only conditions of constraints. So the principle of virtual velocities well set out, i.e. where all
the ideas that one can make are clear: it is perfectly identical to the general theorem which is
the subject of this memoir. I say exactly the same thing, namely that for the equilibrium, the
components of the forces applied to bodies, by virtue of each equation must be proportional
to the derivatives of these [constraint] equations with respect to these coordinates, which
was to be proved.15
Moreover, it would have been taken to recognize this identity by a description of the ordinary principle of virtual velocities, by making well aware of the true meaning that it needs
to be given. In fact, the general problem of statics is not only to seek the relationship between the forces which are in equilibrium, on the system, but rather [to seek] the general
expression of the forces that may be continually equilibrated in any congurations where it
can go under the constraint equations. The general equation given by the principle of virtual
velocities is not, if I may speak so, the relation of an instant; it in no way should consider
simply the equilibrium of the system in the conguration where it is, but also throughout
the sequence of congurations where it can be, for it is this sequence of congurations that
characterizes its denition [emphasis added] So the equation of moments does not say that
one has to take the forces of a magnitude sufcient so that it is satised, but (since these
forces must vary with the conguration) [it says] how one must choose these functions of
the coordinates, so that the equation of moments remain continually satised. Now, under
the constraint conditions themselves, one knows that between the velocities that the bodies
can simultaneously have, it must apply the linear equation (C), the coefcients of which are
the derivatives of functions given with respect to the coordinates by which this velocity is
estimated. The equation of moments says that the forces of equilibrium must be represented
15
Here Poinsots writing is somewhat confused. He means that to prove the sufciency of the
virtual work principle one should require the satisfaction of the equation of moments (D) for all
possible sets of virtual velocities. Comparing (D) with (C), which also apply to any set of virtual
velocity, one deduces the equality of their coefcients, the terms that multiply the virtual velocities
and thus the equation of moments.
351
by the derivative of these functions, therefore, to prove it, it is necessary to show how these
forces are actually equilibrated or it must look directly for what functions of the coordinates
can represent the forces of equilibrium, as we did from the beginning.
This is why most of the demonstrations which trace back the principle of virtual velocities
either to other principles or to the known law of some simple machine as the lever, &c.,
seem to us more justications than real demonstrations. All in fact, even the happiest, that
of Mr. Carnot, do not refer at all to the general denition of the system, as if the machine
was, so to speak, voila, and one does not see anything but the ropes where the powers are
applied. It may well be proved or made clear through some construction more or less simple
that if one perturbs a bit the equilibrium, these powers must be in a relationship with the
extensions allowed to its ropes, but this cannot provide that the current ratios forces considered as numeric values, and does not show at all its forms of expressions that are peculiar to
them.
This disturbance of the balance would not know, in no event with which machine one has to
do, and the same relationship between the applied forces, could occur even if the machines
were of quite different constitution, and each of them, however, imposes to the expression
of the forces that are generated, a different form that one should always see and nd, if the
difculty of the theorem were fully resolved. So the property of virtual velocities remains
not less mysterious, and there is no real demonstration. I mean an open and clear explanation, where one sees not only that it works well but that it is a consequence of the general
denition of the considered system.
It is perhaps in a similar way, and to get the equation of moments as an equation identical
that Mr. Laplace considered only the equations representing the link of the various parts of
the system, and has, moreover, used other principles besides the composition of forces and
the equality of action and reaction, which can be considered as elements of the equilibrium
theory. As it is, after all, either one wants to start from the principle of the virtual velocities to
follow its signicance up to the end, or he directly attacks the problem of mechanics, which
is simpler, one is conducted to look for the functions of the coordinates that give the forces
of equilibrium in all the congurations that can be obtained in the system, in obedience to
the relationships between the coordinates of the different bodies. This is exactly the problem
we set ourselves, and our goal clear and distinct was to resolve it through the rst principles
of statics and geometry [194].16 (A.14.9)
I do not see that the text of Poinsot needs comment. On the basis of his mechanical
theory, in which the role of constraints is clearly explained, and on the basis of his
denition of virtual velocity, he can easily demonstrate a virtual work law which is a
variant of Lagranges virtual velocity principle, both for its necessary and sufcient
parts.
Poinsot maintains that the virtual velocity principle allows the study of the equilibrium not only in a given conguration: but also in the entire sequence of congurations where it can be, for it is this sequence of congurations which characterizes
its denition. In such a way it can also lead to solution of another interesting problem of statics. Assigned a given conguration x, y, z, x , y , etc. nd a set of forces
X,Y, Z, X ,Y , etc. for with the equilibrium is satised. This can be made by solving
the equations obtained from the virtual work law by eliminating the indeterminate
multipliers.
16
pp. 237241.
15
Complementary virtual work laws
Abstract. This chapter is devoted to a variant of VWL which goes under the name
of law of virtual forces. In the rst part the formulation of the law by Cauchy is
presented and used to prove simple theorems of plane kinematics. In the nal part a
few theorems of spatial kinematics are enunciated.
From the demonstrations of reductionist type as that of Poinsot it should be clear that
any law of virtual work can be stated in dual form. One is the traditional principle
of virtual work, for example in the form given to it by Lagrange, which studies
the equilibrium of a system of constrained bodies subject to various forces fi by
imposing the vanishing of the work for a system of innitesimal displacements ui
congruent with constraints; i.e.:
fi ui = 0, ui .
(15.1)
Another form can be achieved by focusing on a given set of innitesimal displacements ui consistent with constraints, forcing the cancellation of virtual work for all
systems of balanced forces fi ; i.e.:
fi ui = 0, fi .
(15.2)
This second type of law goes by the name of the principle of complementary virtual
work or the principle of virtual forces. It is virtually ignored in the treaties of rational mechanics for physicists and mathematicians while it is widely used in those
addressed to engineers, for whom the principle of virtual forces is an essential tool
in the analysis of elastic structures [385].
In the following I cite only the applications of this principle to the study of rigid
body kinematics carried out by Cauchy.
354
355
briey to the case of a plane rigid body, ignoring the long and difcult discussion of
Cauchy on the three-dimensional rigid body.
Cauchy does not formulate clearly the principle of virtual forces, for which a
system of velocities, i.e. an act of motion, is congruent with constraints if and only
if the work made against any system of balanced virtual forces is zero. In fact he
uses only the necessary part of this principle: for an act of motion congruent with
constraints the virtual work of a system of balanced forces must be zero. The lack of
perception, by Cauchy and even by any not careful reader of his work, that he is using
a principle of virtual forces rather than of virtual velocities or displacements derives
from the coincidence of the necessary parts of the two principles. These necessary
conditions, set out for the acts of motion, are in the order:
For a congruent act of motion L = 0, for a system of balanced forces.
For a system of balanced forces L = 0, for a congruent act of motion.
A modern reader however feels that Cauchy is using the principle of virtual forces,
because he considers real the velocities and virtual the forces. Regardless of his
awareness, Sur le mouvements que peut prendre un systme invariable, libre au
assujetti certaines conditions should be considered as the rst step towards the
explicit formulation of modern principles of virtual forces. Heres what Cauchy says:
When an invariable system [a rigid body], free or subject to certain constraints, moves in the
space, there are among the velocities of the different points certain relationships that in many
cases are expressed very simply and can be deduced from the formulas for the transformation
of coordinates. I will show in this article, that the same relationships can be drawn by the
principle of virtual velocities. This principle is usually used to determine the forces capable
of maintaining equilibrium in a system of particles subject to given constraints, assuming
as known the velocities that these points can have in one or more virtual motions of the
system, i.e. in motions compatible with the constraints in question. But it is clear that one
can reverse the question [emphasis added], and after establishing the equilibrium conditions
through any method, or if you want through the consideration of some virtual motions, one
can use, to determine the nature of all other, the principle that we have mentioned.
We add that it is useful in this determination, to replace the principle of virtual velocities
with another principle to be drawn immediately from the rst, and which is contained in the
following proposition:
Theorem. Suppose that two system of forces are applied consecutively to points subject to
any constraints. For these two systems of forces are equivalent, it will be necessary and
sufcient that, in a whatsoever virtual motion, the sum of the moments of the forces of the
rst virtual system is equal to the sum of the moments of the forces of the second virtual
system [64].1 (A.15.1)
The theorem referred to at the end of the quoted passage replaces a criterion of equilibrium of forces with a criterion of equivalence. With it the necessary part of the
principle of virtual forces becomes: for a virtual congruent act of motion the moments of two equivalent systems of forces must be equal. I will refer in the following
to this statement as Cauchys principle.
Note that the application of Cauchys principle and in particular the equation of
virtual forces in general, it is necessary to presuppose a criterion of equilibrium or
1
pp. 9495.
356
equivalence. If one does not want to fall in to a petition of principle, this criterion
should be other that that given by the equations of moments. In fact, if the equation of
moments was used, the congruency of virtual displacements with constraints should
be taken for granted, but that is precisely the object of the principle of virtual forces.
As a predened criterion of equilibrium Cauchy adopts, without explicitly stating it,
the rule of composition and decomposition of the forces and admits the possibility
of transport of forces along their lines of action.
The theorem can be proved with the help of the following reasoning. Let A and A
be the points the velocity of which is zero and be the velocity a third point A
chosen arbitrarily. Apply to this last point a force P parallel to , and using the rule
of the parallelogram of forces decompose P into two forces P and P directed as the
straight lines AA and AA , as shown in Fig. 15.1a.
Since the translation along its line of action does not alter the conditions of equivalence between the forces, it is possible to assume the force P applied at point A
and the force A at point P . The sum of the virtual moments of these two forces
will vanish as the velocity of A and A are zero by assumption. Therefore, since
the force P is equivalent in construction to the other two P and P , by virtue of
Cauchys principle, it will have a virtual moment P equal to that of P and P . But
this is zero because A and A have zero velocity, so P = 0 and then must be
zero, because P is not zero. Since A was chosen arbitrarily the theorem is proved.
The above reasoning does not apply if point A were located on the line A A . But,
then, replacing the force P with two equivalent parallel forces P and P applied, at
a)
b)
A'
P'
A''
A'
A''
A
P''
P'
P
p. 96.
P''
357
''
A
A''
A'
P''
'
P'
A and A , it is still possible to recognize that the product P must be reduced to
zero (see Fig. 10.1b).
The second theorem is proved in a similar manner:
Theorem II. If at any time of the motion, the velocity of all points of the not deformable
system are different from zero, these velocities are all equal and directed along parallel lines
[64].3 (A.15.3)
The proof is carried out by reductio ad absurdum. Let and be the velocities of
any two points A and A of Fig. 15.2; assume, by the absurd, that these velocities
are not parallel and then the perpendiculars to their directions for the two points A
and A meet at a third point A. Consider then a force P applied at A and directed
in a random manner, equivalent to the system of two other forces P , P parallel to
AA and AA applied respectively to points A and A . If indicates the velocity
of the point A, by virtue of Cauchys principle, it is:
P cos(P, ) = P cos(P , ) + P cos(P , ),
(15.3)
the rst member of the equality being the virtual moment of the force P and the
second member the virtual moment of the forces P and P statically equivalent to
P. Moreover, the lines AA and AA are perpendicular to the direction of the velocity
and , and then the second member of the previous equality is canceled, so it
is:
P cos(P, ) = 0,
(15.4)
which, because P cos(P, ) cannot be always equal to zero because P has arbitrary
direction, implies = 0. This is absurd because = 0 by assumption. This means
that and are parallel because the contrary gives the absurdity.
It remains to show that the velocities and are equal to each other and to
those of all the other points. Cauchy considers rst the case where the line A A is
not perpendicular to the directions of these velocity now supposed to be parallel.
A generic force P directed along this line, can be thought as applied either at A or
at A , forming two equivalent systems consisting of the only force P, as shown in
Figs. 15.3a and 15.3b.
3
p. 96.
358
a)
b)
A''
A'
A''
A'
"
'
"
'
For Cauchys principle the moments in the two situations are equal:
P cos(P, ) = P cos(P, )
(15.5)
Let O be the only point on which the velocity is zero by assumption and the
velocity of another arbitrarily chosen point A, as shown in Fig. 15.4. If a force P is
applied to the point O directed along OA, its virtual moment will be zero (because
the velocity of O is zero). Since moving P from A to O gives another force equivalent
to it, the virtual moment of this transported force will be zero for Cauchys principle,
and then it is:
P cos(P, ) = 0,
(15.6)
from which observing that the quantities P and are not zero it is:
cos(P, ) = 0.
(15.7)
So the angle (P, ) is right and the velocity perpendicular to the radius vector
OA. It remains to show that the velocities vary in proportion to the distance from O.
A
r
P
p. 98.
'
A'
Q'
359
r'
Q'
r
Q
O
Q
Fig. 15.5. Reaction of a constraint
Let now be the velocity of a third point A , as shown in Fig. 15.5. This velocity
will be itself perpendicular to the radius vector OA . Apply to points A and O two
forces equal to Q and perpendicular to OA (and therefore parallel to ), forming a
couple of forces, the rst of which is directed in the same sense of the velocity .
The sum of the virtual moments of the two forces of the couple is reduced to the
virtual moment of the rst force, and consequently the product Q, because in O
the velocity is zero. Apply also to the points A and O two new forces equal to Q
and perpendicular to the radius vector OA (and therefore parallel to ) such that
they give a second couple equivalent to the rst. For the equivalence between the
two couples, if r and r designate the radius vectors OA and OA respectively, it is:
Q r = Qr.
(15.8)
Moreover, the virtual moment of the forces of the second couple must be equal to
the virtual moment of the forces of the rst couple for Cauchys principle. So it is:
Q = Q.
(15.9)
= .
r
r
(15.10)
So the velocity of the points A and A are not only perpendicular to the radius vectors
r and r , but also proportional to them. In the motion just seen, the velocity of a point
at unit distance from the centre O is called the angular velocity of the rigid plane
system around this same centre. If designates the angular velocity, the velocity of
point A, located at the end of the radius vector r, is dened by the relation:
= r.
(15.11)
360
the origin of the coordinates. 20 that the centre of rotation is a point the position of which
varies in general from time to time in the plane that is considered. It is for this reason that
we designate the point at issue as the instantaneous centre of rotation [64].5 (A.15.5)
The section on the motion of plane systems concludes by studying the behavior of
the instantaneous centre of rotation. The discussion is quite interesting but it is purely
geometric with no mechanical implications, thus I limit myself to the conclusion:
We will note that at the end of a designated time t, the different points on the moving surface
of the space will occupy certain positions, and that one of them, the point O, for example, is
the instantaneous centre of rotation. In addition, it is clear that at this time [t] it is possible that
through O two separate curves pass, drawn to include, the rst, all the points of the moving
surface and, the second, all the points of space, which later will become the instantaneous
centres of rotation [64].6 (A.15.6)
Cauchy proves that the arcs OA, OB, measured from the point O on the two curves
mentioned above differ by an amount of an order higher than the rst. So these
two curves are tangent to each other. In addition, the rst curve, delivered by the
motion of the surface on which it is drawn, will cover a portion of the plane that will
form by envelope the second curve. In the special case where one of the curves just
considered reduces to a point, the same is true of the other. Then the instantaneous
centre of rotation keeps the same position not only in space but also on the moving
surface.
For the three-dimensional rigid body, I report only the statements of the theorems that Cauchy demonstrates, using a process similar to that used for the twodimensional rigid body.
Theorem VI. Whatever the nature of the motion of a solid, the relationships between the
various points will always be as those that they would occur if the body was kept so it could
only turn around a xed axis and slide along this axis [64].7 (A.15.7)
Theorem VII. Conceive a rigid body which moves in space by any means, and that at a given
moment trace 1) in the body, 2) in the space, the different lines with which subsequently the
instantaneous axis of rotation of this rigid body will coincide. While the ruled surface, having
as generatrices the straight lines traced in the body, will be dragged by the motion of this, it
will constantly touch the ruled surface having as generatrices the straight lines traced in the
space, and consequently the second surface will be nothing but the envelope of the portion
of space traveled by the rst [64].8 (A.15.8)
Theorem VIII. Posited the same things as in the theorem VII, if the instantaneous axis of
rotation of the solid body becomes x in the body it will become x in the space and vice
versa [64].9 (A.15.9)
5
6
7
8
9
p. 100.
p. 101.
p. 116.
pp. 119120.
p. 120.
16
The treatises of mechanics
Abstract. This chapter is devoted to VWLs as presented in the main treatises of mechanics where a reductionist approach is assumed. In the rst part, the treatises of
Simon Denis Poisson and Jean Marie Constant Duhamel are presented. In the second part the approach of Jean Marie Gustav Gaspard Coriolis is presented. To point
out the introduction of modern term virtual work, the introduction of the problems
associated with friction and nally the change in the ontological status of virtual
work. From simple mathematical to physical magnitude.
After the publication of Lagranges Mcanique analytique, following the reorganization of schools for higher education where regular courses in physics and mechanics
began to be taken by a large number of students, the rst textbooks of mechanics
started to spread throughout Europe. Among the most famous were those of the
professors of the cole polytechnique in Paris, one of the rst modern scientic institutions.
A feature of these textbooks was the reproduction, in general terms, of the main
topics of mechanics. They were concerned with generally accepted principles and
procedures, and in their presentation often not even the names of authors and works
from which they are drawn were reported, as if they had become a common heritage
which is unthinkable to criticize.
Given the high cultural and intellectual level of many of the writers, not infrequently in these manuals there were exposures of levels at least equivalent to that
of publications in scientic journals. This was especially true for the laws of virtual work, because as of then, they were disclosed only through manuals. In this
chapter I consider three authors who seemed to me the most signicant: Simon
Denis Poisson, Jean Marie Constant Duhamel and Jean Marie Gustav Gaspard
Coriolis.
362
p. 660.
363
Poisson writes rst the equation of moments of a single material point, subject to
active forces, to external and internal constraint forces. Then he moves on to examine the whole system, following a reasoning similar to that of Laplaces Mcanique
celeste for the analysis of the relative displacements of the material points, but developed in a more rigorous way, with the clear awareness that the considerations
apply only for innitesimal displacements. For the system of constrained material
points Poisson achieves the following equations of moments:
Pp + P p + P p + etc.
(16.1)
where P, P , P , etc. are the active forces applied to the points of the system, p, p p ,
etc. the components of virtual velocities in the direction of the forces, [M, M ], etc.
represent the tension in the wires that connect M, M , etc., (M, M ), etc. are the innitesimal variations of distance between m, m , etc.
In the event that the relative changes in distance are zero, (M, M ), etc. = 0, as for
rigid bodies, Poisson obtains the classical expression of the virtual work principle:
Pp + P p + P p + etc. = 0.
(16.2)
Then he shows that the same expression remains valid even if the distances between
material points vary, provided that the wires, always joining the material points,
sliding without friction on the rings, maintain intact their whole length.
After the treatment of the necessary part Poisson passes to the sufcient part of
the virtual work principle, i.e. that if the virtual work of the active forces is zero
for any virtual displacement then there is equilibrium. The demonstration that he
develops has a historical interest and because of this I quote it in full:
It remains to prove that, conversely, when the equation (b) [equation (16.2)] applies to all
innitesimal motions of the system of points M, M , M , etc., the given force P, P , P , etc.,
are equilibrated.
[]
Suppose for a moment that the equilibrium does not take place. The points M, M , M , etc.
or any part of them, are set in motion and at the beginning, simultaneously describe the
straight lines MN, M N , M N , etc. All these points can be reduced at rest by applying
appropriate forces, directed along these lines, in the opposite direction to the motions produced. Therefore, denoting these forces with the unknowns R, R , R , etc., the equilibrium
will be achieved among the forces P, P , P , etc., R, R , R , etc., so that if r, r , r , etc., designate the virtual velocities projected on the directions of these new forces R, R , R , etc., for
2
p. 664.
364
(c)
The proof is made by reductio ad absurdum, assuming rst that there is not equilibrium and then by showing that any forces that should be applied to restore it must
all be zero, and then there was equilibrium. The demonstration seems convincing;
it implicitly assumes that the forces to be applied to restore the equilibrium should
be all directed in the opposite direction to the motion allowed by assumption. This,
although intuitive, is not demonstrable in the mechanics of reference considered by
Poisson and it should be taken as an axiom.
This assumption may be false as it can be seen easily by the following example.
Consider two material points m and m in Fig. 16.1 rigidly constrained to turn around
the point O.
It is clear that any rotational motion that leads m and m to move on the same
side can be balanced also by two forces one in one direction and the other in the
opposite direction and not only by two forces in the same direction, both opposed to
the motions of m and m . What matters is the total static moment of the forces that,
v'
m'
v
m
O
Fig. 16.1. Equilibrium of forces
3
pp. 670672.
365
in the case of the gure must be clockwise. It is true that Poisson considers systems
consisting of wires, but he also looks into the possibility of rigid motions, and then
the above example should be valid.
From a logical point of view the asymmetry between the demonstrations of the
necessary and the sufcient parts of the principle should be underlined. The necessary part is proved as a theorem of a reference mechanics in which there is a prexed criterion of equilibrium provided by the balance of forces in accordance with
the rule of the parallelogram. The sufcient part is instead proved by ignoring, in an
uneconomic way, that criterion and the mechanics of reference on which it is based,
introducing the principle of dynamic character, according to which motions can be
destroyed by forces acting in the opposite direction to them. A similar reasoning is
also found in many recent treatises of physics and rational mechanics (see 2.2). It is
interesting to compare Poissons proof of the virtual work law with that of Poinsot.
In the latter, where it is taken as a criterion of equilibrium of forces, there is a perfect
symmetry between the demonstration of the necessary or sufcient parts, without the
explicit use of dynamic principles.
366
Most Geometers regard as obvious that if the forces are in equilibrium in a system of points,
subject to constraints that allow it to make certain innitesimal motions, these same forces
will still be in equilibrium for the same system of points, subject to different constraints
that allow the same motions. This principle [] has always seemed to me doubtful [] it
appears to be based on a real confusion between physics and geometry.
[]
Therefore we changed the proof of the principle of virtual velocities as derived by Ampre
and we adopted one that does not have the same problem and which is nothing but, after all,
than that of Poissons Trait de mcanique [97].4 (A.16.4)
In Jouguet [341]7 it is pointed out that under certain constraint conditions the uncritical application of the equivalence principle can lead to errors.
In the introduction of Duhamels book details are given that are interesting from a
historical point of view, on the approximations involved in the use of innitesimals:
If any system of points is in equilibrium, and if we consider an innitely small displacement
of all points, which is compatible with all the conditions of the constraints, the sum of the
4
5
6
7
pp. VI-VII.
The date is wrong, it should be 1715.
p. 267.
pp. 170174.
367
virtual moments of all forces is zero, whatever this displacement is. And vice versa, if this
condition is met for all virtual displacements, the system is in equilibrium.
In this statement the innitely small are treated in an ordinary way. The equation is exact
only considering the limits of the ratios, after dividing by any one of the innitely small
quantities, in other words, the sum of the moments is innitely small compared to the moments themselves [97].8 (A.16.6)
These statements rebuff the embarrassment still existing in the second half of the
XIX century on the use of the concept of innitesimal displacements, which are
treated in an ordinary way.
p. 193.
368
In what we are going to say the word force will apply only to what is analogous to weight,
that is to what is called, in most cases, pressure, tension, and traction. With this meaning
force could not make the direction and the value of velocity to change sharply without it
passes through all the intermediate states [78].9 (A.16.7)
The mass of a body is dened as the ratio between force and acceleration and its
measure was given by its weight at an assigned sea level. The concept of work is
considered the most important one for the study of machines in motion, while force
is important for machines in equilibrium. Coriolis introduces the word work (travail)
to indicate what Carnot called moment of activity and others moment, mechanical
power, quantity of action, energy, or even simply force.
These various and quite vague expressions were not suitable to spread
easily. We propose
the appellation dynamical work, or simply work, for the quantity Pds []. This name will
not be confused with any other mechanical denomination. It seems suitable to give the right
idea of the thing, by maintaining its common meaning of physical work [] this name is
then suitable to designate the union of these two concepts, displacement and force [78].10
(A.16.8)
Coriolis uses the term work also in subsequent studies, particularly in the Mmoire
sur la manire ddifferns tabli les principes pour des systmes de mcanique des
corps, comme en des assemblages de considrant the molecules of 1835 [79]. It is a
use that he denitely will consolidate with his work Mcanique des corps solides of
1844 where, in the preface, he writes:
I employed in this work some new nomenclature: I name work the quantity usually named
puissance mcanique, quantit daction ou effet dynamique, and I propose the name dynamode for the unity of measure of this quantity. I introduced also one more little innovation
by naming living force the product of the weight times the height associated to the height.
This living force is one half of the product that today is associated to this name, i.e. the mass
times the square of speed [80].11 (A.16.9)
Notice Coriolis is introducing the factor 1/2 in front of the expression of living
force (i.e. kinetic energy), because he suggests measuring the living force of a body
of mass m and velocity v with the product mh, with h the height the body can reach
if thrown upward with an initial velocity v (h = v2 /2).
In a note to the passage quoted above, Coriolis writes:
This term work is so natural in the sense that I use it, which, though it has never been either
proposed or approved as a technical expression, nevertheless it was used accidentally by
Mr. Navier in his notes on Belidor and Prony in his Mmoire sur les expriences de la
machine du Gros-Caillou [80].12 (A.16.10)
Although Corioliss texts were fundamental to the spread of the term work, again, at
the end of the XIX century propositions like: principle of virtual velocities, principle
of moments and principle of virtual work, co-existed. See for this purpose a note by
9
pp. 23.
p. 17.
11 p. IX.
12 p. IX.
10
369
In the following I report some reections on the application of the virtual work principle taken from the Mmoire sur la manire dtablir les diffrens principes de mcanique pour des systmes de corps, en les considrant comme des assemblages de
molcules [79], a principle which is at the basis of his mechanics. Coriolis stands on
the ground of physical mechanics, advocated by Poisson, as opposed to the analytical
mechanics of Lagrange. In physical mechanics everything is reduced to a Laplacian
model of material points, or molecules, unlike analytical mechanics, where the bodies are treated essentially in their geometric aspect, for example as rigid bodies.
According to Coriolis, concerning the statics of a particle, it is sufcient to assign
the law of composition of forces. To switch to statics of extended bodies or systems
of bodies it is necessary to add other principles, among which are those of action and
reaction:
For statics and dynamics of the systems of bodies it is enough to lean on the principle of
equality between action and reaction. This principle is that if a molecule of a body produces
a certain force of attraction or repulsion on a neighboring molecule, it likewise receives from
it a force equal and directly opposite, so that all the sets of molecules that make up a body
is formed only by pairs of equal and opposite forces. It is only with the help of this starting
point we are going to determine all the principles of mechanics [79].15 (A.16.12)
Coriolis begins his analysis of statics of extended bodies by introducing rst the
virtual work principle for the single molecule:
If it is accepted that a point, to which a force P is applied, moves by an amount s in any
direction, we will call element of virtual work the product of s times the component of the
the angle of s with the force P, the element
force16 in the direction of s. Denoted by Ps
of virtual work will be
P cos(Ps)
[79].17 (A.16.13)
13
p. 577.
p. 20.
15 p. 94.
16 Note that Coriolis is dening, as today, work as a product of displacement and the component
of force in the direction of motion and not of the force and the component of displacement in the
direction of the force, as was the tradition and the way he will dene it later.
17 p. 95.
14
370
In this passage and throughout the rest of his work, the denition of virtual displacement is a little ambiguous. Coriolis never says that it is an innitesimal displacement.
But in fact, he treats it that way. For example, in the case of two molecules m and
m of Fig. 16.2, if R is the common force that they exchange, in accordance with the
principle of action and reaction, Coriolis argues that the work done by the force R is
provided by the relation:
+ R cos (Rs
)s = Rr,
R cos (Rs)s
(16.3)
where r is the change of distance between m and m . But this relation is valid
only if s and s are innitesimally small as clear from Fig. 16.2. Because Coriolis
still considers virtual displacements that occur in real time, with which the forces
vary according to what was generally accepted before Poinsot, the force R moves
in R as a result of the virtual displacements s and s . If these are innitesimal,
the displacement r can be considered to occur in the old direction of R and then
)s , from which relation (16.3) immediately follows.
+ cos (Rs
r cos (Rs)s
Coriolis continues his exposition by saying that each molecule inside a solid body
will be in equilibrium under the action of external forces P and internal forces R
exchanged among the molecules, i.e. R + S = 0, and then for each molecule, the
element of virtual work will be zero, and so will be the sum of the elements of virtual
work of all the molecules. Then it is:
Rr + Pp = 0,
(16.4)
where r represents the change of distance between the molecules and p the component of the virtual displacement of the point of application of P in the direction of
P itself. In the case of an undeformable body r = 0, so the previous relation gives:
Pp = 0.
(16.5)
It is assumed now that the virtual motions are limited to motions leaving the molecules in
the state of invariability of the mutual distances, then the distance r will not change in
this motion and it will be r = 0 and the equation above is reduced to: Pp = 0 [79].18
(A.16.14)
m'
s'
R
R
m
18
p. 97.
371
Thus Coriolis found the equilibrium equation of the moments for the solidied
body, which is only necessary for the equilibrium of a deformable body and sufcient
for a body that is actually rigid.
The above reasoning is similar to that developed by Laplace in the Mcanique
celeste. Both Coriolis and Laplace apply the principle of action and reaction, but
Laplace applies it to constrained points without any justication, Coriolis applies
it to free molecules, which in full respect of Newtonian mechanics exchange equal
and opposite forces. In this context, the use of innitesimal motion or velocity is
important, not to take into account the conditions of constraint, which do not impose
any limit, but rather to simplify calculations.
After considering the equilibrium (and motion) of a single body, Coriolis passes
to the examination of a system of bodies. Here the language is similar to that found
in the treatises of practical engineers [381] and those based on thermodynamics, to
appear in a few years, see for example Chapter 18. The virtual work assumes a degree
of reality. It is more a physical quantity, observable and measurable in some way,
than a purely mathematical denition as it appeared in the works of Lagrange and
his immediate successors:
If the equilibrium is obtained under the action of forces P, each molecule will be in equilibrium and, taking into account all the molecular actions, it will be:
Rr + Pp = 0.
If now a virtual motion of each body is considered that leaves its invariability or solidity,
and yet in this motion the bodies are left to slip or turn over each other with the freedom
of motion allowed by the machine constitution, it is found that a large portion of virtual
works Rr vanishes: it is that due to actions between molecules that have not switched away
during the virtual motion, namely those belonging to the same body. In the equation above
it will remain only the element of virtual work Rr coming from the actions among the
molecules of adjacent bodies, when in the virtual motion these bodies do not move together
as one system, but they slip or roll on each other. The actions R that remain will be only due
to molecules that are at a distance from the contact surface less than the extension of the
molecular actions, or in other words, the radius of the sphere of action [79].19 (A.16.15)
This piece documents the way Coriolis conceives of virtual displacements. They
are small possible displacements, and the virtual work is determined on the basis of
forces that are assumed varying with them and not assumed frozen at the instant and
the point where to study the equilibrium, as Poinsot and Ampre did, but they are
though as function of the virtual displacements.
Coriolis then says that the virtual work between the molecules in the contact zone
can be calculated, assuming one of the bodies as xed and considering for the other
a virtual displacement equal for all the molecules, because of the small size of the
contact area. Furthermore he proposes to decompose the forces of each molecule
into a tangential component and a normal component, so the elementary work of
the normal component will be zero because the angle that this component makes
with the virtual displacement is right. It will then only remain the element of work
of the component in the direction of the sliding plane". Denoting with f the virtual
19
pp. 114115.
372
displacement common to all molecules of the contact zone and with F the forces
exchanged among the molecules,20 the sum of the virtual work due to the action of
the two bodies will be [79]:21
f ),
f F cos(F
(16.6)
with the summation extended only to the molecules in the area of contact which act
on each other and f has been put into evidence because it is common. The equation
of virtual work for all bodies will then be:
f ),
Pd p + f F cos(F
(16.7)
where the two summations of the internal forces are made with respect to the number
of bodies concerned and with respect to the molecules of the contact zone of each
body. If it is assumed that the actions of two bodies in contact are reduced to a single
normal force, i.e. if the tangential component vanishes:
f ) = 0.
F cos(F
(16.8)
Pd p = 0.
(16.9)
Thus the principle of virtual work applies in this case between the only external
f ) is not null and
forces [80].22 But, Coriolis continues: In fact, the sum F cos(F
then it is necessary to take this into account. The difculty is to evaluate it. The directions and values of the actions F can only be seen by experimental consideration
[80].23
Next Coriolis examines the problems related to friction, using a language that was
completely different from the classic terminology used for the virtual work laws. It is
possible, for example, by the nature of bodies, to suggest that there is no possibility
of sliding and that one body rolls on the another then the virtual velocities become
zero for the points of contact [] so that the sum of the work due to this rolling is
zero. Finally he concludes:
We are led to realize that the principle of virtual velocities in the equilibrium of a machine,
composed of more bodies, cannot take place without considering rst the sliding friction,
where the virtual displacements cause the slipping of the the bodies one on others, and nally
that the rolling when bodies cannot take that virtual motion without deformation near the
contact points.
Frictions are recognized always, for experience, able to maintain equilibrium in a certain
degree of inequality between the sum of the positive work and the sum of the negative work,
20 There is something unclear in Coriolis text. He declares that F is the tangential component of
the forces exchanged among the molecules. But in this case F and f would be parallel each other
f ) = 1. I assume Coriolis got confused and attributed to F the meaning of whole
and then cos(F
force.
21 p. 115.
22 p. 116.
23 p. 116.
373
here taking as negative the elements belonging to the smaller sum. It follows that the sum
of the elements to which they give rise has precisely the value that can cancel the total sum
and is equal to the small difference between the sum of the positive and negative elements
[79].24 (A.16.16)
So friction contributes to the balance of the work by providing a negative term, since
for experience, it gives rise to a negative sum.
In the classication of attempts to demonstrate the law of virtual work given in
Chapter 2, Coriolis should be placed among the reductionists since he frames the
law of virtual work in the context of Newtonian physics. His mechanical theory is,
essentially, the one I used in Chapter 2 to highlight the problems of the logic status
of the law of virtual work. Coriolis can prove quite easily the virtual work law for the
single unconstrained rigid body, but he nds it difcult to deal with several bodies
constrained together or with the outside world. In fact he uses the law of virtual work
in the form T1 and sometimes in the form T2 , when he mentions the possibility that
the tangential component of the contact forces vanishes. But he never introduces the
law of virtual work in the form T3 , assuming the principle P2 of smooth constraints.
This is because he wants to address the problems with friction and not to limit himself
to a situation that he considers an ideal only.
24
p. 117.
17
Virtual work laws and continuum mechanics
Abstract. This chapter is devoted to the use of the VWL in the mechanics of continuous media. In the rst part, the pioneering works of Joseph Louis Lagrange and
Claude-Louis Navier are presented. In the second part the use of the VWL in the
theory of elasticity by Alfred Clebsch is presented. In the nal part the Italian school
treatments of internal forces as reactions of constrain are presented.
pp. 156162.
376
S(Xx +Y y + Z)dm,
(17.1)
in which X,Y, Z are the components of the active forces for unitary mass, x, y, z
the virtual displacements, S the integral symbol and dm the element of mass. The
quantities that appear under the integral sign should be considered as the function of
an abscissa a measured in the unchanged conguration, which in the case of inextensible wire coincides with the curvilinear abscissa s on the deformed conguration.
Virtual displacements occurring in (17.1) cannot be arbitrary because the various
points while moving maintain the constraint of inextensibility. Indicating with ds
the length of the innitesimal element of the wire, Lagrange writes the equation of
inextensibility in the form:
ds = 0.
(17.2)
S(Xx +Y y + Zz)dm + S ds = 0,
(17.3)
dy
dz
dx
= 0, Y dm d
= 0, Zdm d
= 0.
ds
ds
ds
He comments on the result as follows:
Xdm d
(17.5)
As ds can represent the moment of a force tending to vary the length of ds, the term S
ds of the general equilibrium equation of the wire will represent the sum of the moments
of all forces that it can be assumed to act on all elements of the wire; in fact each element
resists for his inextensibility to the action of external forces and these resistance are usually
considered as active forces [emphasis added] called tensions. So the quantity expresses
the tension of the wire [148].3 (A.17.1)
Lagrange will be also more clear about the meaning of the multiplier in the study
of the equilibrium of the elastic wire. In this case the moment of the external forces
is still given by the expression (17.1). Next to the active external forces Lagrange
presupposes the existence of active internal forces F due to the elasticity of the wire.
The moment of these forces on an innitesimal element of length ds is given by
2
3
p. 147.
pp. 148149.
377
F ds, as a work of two equal and opposing forces acting in the direction of ds at
the ends of the element ds, which undergoes a relative displacement ds. Hence the
equation of moments is [148]:4
S(Xx +Y y + Z) + F Sds dm = 0,
(17.6)
which is mathematically equivalent to (17.3). From this equation it can be seen that
the multiplier of constraint conditions is identical with the tension F.
17.1.1.2 Three-dimensional continuum
Rigid bodies
In the study of three-dimensional rigid solids. Lagrange imposes, as in the case of
the inextensible wire, the constraint of rigidity, requiring this time that the mutual
distances of all points of the solid remain unchanged for any virtual displacement.
He gets a set of differential equations of the form in the Cartesian coordinates of
the points (x, y, z):
d n xd n x + d n yd n y + d n zd n z = 0,
(17.7)
(17.8)
that he comments:
Expressions found above for changes x, y, z show that these variations are the result of
the motions of translation and rotation that we considered in section III.
[]
The previous analysis leads naturally to these expressions and testify with a more direct
and more general way than that of article 10 of section III, that when the different points
of a system retain their relative positions, the system can have at any given instant only
translational motion in space and rotation around three orthogonal axes [148].6 (A.17.2)
S(Xx +Y y + Z) + Sds dm = 0,
Lagrange obtains the cardinal equations of statics.
4
5
6
p. 157.
pp. 197201.
pp. 187188.
(17.9)
378
Indeformable uids
To illustrate the ideas of Lagrange on the constitution of uids and the possibility of
applying the principle of virtual velocities to study their balance, I quote two excerpts
from the historical introduction to hydraulics of the Mcanique:
Although we ignore the internal composition of uids, we cannot doubt that the particles that
compose them are material and that, therefore, for them, as for solids, the general laws of
equilibrium apply. In fact, the main property of uids, the only one that distinguishes them
from solid bodies, is that all their parts cannot resist to the smallest force and can move
between them with all possible ease, whatever the constraints and mutual action between
the parts. But, being this property easily translated into calculation, it follows that the laws
of equilibrium of uids do not require a particular theory and that they must be a special
case of the general theory of statics [145].7 (A.17.3)
Previous theories of equilibrium and pressure of uids are, as we have seen, wholly independent of the general principles of statics, being based on empirical principles proper to
uids. This way of demonstrating the laws of hydrostatics, deducing from the experimental
knowledge of some of its properties that of the others, has been adopted by most modern
writers who made a science of hydrostatics completely different and independent from statics. However, it is natural to connect these two sciences and having them depend on the same
principle. Now, among the different principles that can serve as a basis for the equilibrium
and of which we have given a brief exposure in section I, it is clear that there is the principle
of virtual velocities that applies naturally to the equilibrium of uids [145].8 (A.17.4)
The use of the term particle at the beginning of the rst passage suggests that Lagrange, unlike Euler, admits an atomic structure for uids. This fact is even clearer
in the following considerations, which are located toward the end of the historical
introduction:
Clairauts principle is nothing but a natural consequence of the principle of equality of pressure in all directions and we must recognize that this principle contains, in fact, the most
simple and general properties that the experience allows to discover in the equilibrium of
uids. But, in the search for the law of the equilibrium of uids, is the knowledge of this
property essential? Cannot we directly derive this law from the nature of the uids considered as assembly of molecules loosely joined, independent of each other and perfectly
mobile in all directions? [145].9 (A.17.5)
The atomic concept of matter does not prevent Lagrange from treating uids as if
they were continuous media and replacing, in the mathematical aspects, the particles
of matter with innitesimals dm, resulting in expressions where integrals appear
instead of summations, easier to be treated. This approach of adopting a continuous
mathematical model and a discrete physical model will be followed by the French
scientists of the XIX century.
Taking advantage of Eulers studies on the concept of strain and pressure in uids,
Lagrange considers both compressible and incompressible uids. I summarize below
the case of equilibrium of incompressible uids listed in Section VIII of part I of the
Mchanique analitique, because it is the most simple and sufciently representative.
7
8
9
p. 122.
pp. 126127.
p. 129.
379
Let X,Y and Z be the components of the specic forces acting on the elementary
masses dm, constituting the uid, occupying the position x, y and z. The virtual work
of these forces (the sum of the moments in the language of Lagrange) is given by
the integral:
(17.10)
L = (dxdydz) = 0,
(17.11)
(Xx +Y y + Zz)) dm +
Ldm = 0,
(17.12)
x y z
(dxdydz) = dxdydz
+
+
.
(17.13)
x
y
z
He achieves this result both directly, by developing consistently the variation of
dxdydz, or with the use of kinematic relations already obtained by Euler [104],10
that in an elementary parallelepiped with sides dx, dy, dz the variation of their size
is expressed by the relation, correct up to innitesimals of second order:
x
y
z
, dy 1 +
, dz 1 +
,
(17.14)
dx 1 +
x
y
z
that with a modern language, using the axial components x , y , z of the tensor of
deformation, and making reference to Fig. 17.1, can be rewritten as:
dx (1 + x ) , dy (1 + y ) , dz (1 + z ) .
10
p. 286.
(17.15)
380
dz
y
(1 +z)dz
(1 +x)dx
dx
dy
(1 +y)dy
x
Fig. 17.1. Deformation of an innitesimal parallelepiped
(17.16)
11
12
p. 230
pp. 577582.
381
1
dx2
dx dz 2
dx dy 2
dx dy
dx dz
3 2 +
+
+
+
+
+2
+2
2
da
db da
da db
dc da
da dc
(17.17)
dy2
dx dz 2
dy dz 2
dy dz
dz2
3 2+
+
+
+
+2
+3 2 .
db
dc db
db dc
dc da
dc
382
Developing the variation , adding the virtual work of the volume forces of components X,Y, Z and surface forces of components X ,Y , Z , and integrating on the
whole continuum, the following global equation of virtual work is obtained:
0=
dadbdc
dx dx dx dx dx dy dy dx dy dy dx dy dy dx
3
+
+
+
+
+
+
+
da da
db db
db da
da db
da da
da db
db da
dx dx dx dz dz dx
dy dy dz dz dx dz dz dx
+
+
+3
+
+
+
+
da dc
dc da da dc
db db
da da da dc
dc da
dy
dy
dy
dz
dz
dy
dz
dz
dy
dz
dx
dy
dz
dz
+
+
+
+
+
+3
dc dc
dc db db dc
db db db dc
dc db
dc dc
ds (X x +Y y + Z z ) .
(17.18)
Here the triple integrals are extended on the volume and the double to the surface s
of the elastic body.
Navier, starting from the variational equation (17.18), uses an approach that will
be followed by many scholars. Performing an integration by parts which for us
corresponds to the application of Greens formula and considering arbitrary virtual
displacements, obtains the indenite equilibrium equations (for internal points of the
continuum) and boundary equations. By way of example I only offer the indenite
equilibrium equations:
2
d x d2x d2x
d2z
d2y
X = 3 2 + 2 + 2 + 2
+2
da
db
dc
da db
da dc
2
2
2
2
d2z
d y
d y d y
d x
(17.19)
+
2
Y =
+
3
+
+
2
da2
db2 dc2
da db
db dc
2
d2y
d z d2z
d2z
d2x
+
2
.
Z =
+
+
3
+
2
da2 db2
dc2
da dc
db dc
383
384
where:
U =
represents the work of external forces acting within the body and:
x
y
z
tyx tyy tyz
+v
+
+
V =
dxdydz
x
y
z
+
+
+w
x
y
z
represents the work that derives from the reciprocal actions of its particles, either from traction or compression forces acting on its surface.
Let us now consider one of the nine terms of the latter triple integral, for example:
txx
dxdydz.
x
By integrating partially with respect to x, i.e. for the small portion of the body contained
in a channel [a cylinder] which is considered innitely thin, the section dydz of which is
considered as constant, as well as the coordinates y and z. If the second term
u
u
is replaced with
x
x
which is the same, this integration by part gives the expression:
[txx u]dydz
txx
u
.
x
The square brackets mean that, instead of the expression txx u they contain, one must put the
difference of this expression at the opposite ends [the two terminal surfaces] of the channel
in question.
Denote now with d, d the elements that the channel cuts on the [external] surface of the
body and with p, q, r, the angles that the normal to d, directed toward the outside of the
body, makes with the coordinate axes x, y, z, and nally with p , q , r , the same angles of the
normal to d . If d is the front end of the channel, namely the one located on the positive
side of x, and d is its rear end, cos p is necessarily positive and cos p negative, so it is:
dydz = d cos p = d cos p .
The difference of the limit values of txx udydz therefore becomes the sum of the values that
the expression txx ud cos p takes at the end of the channel. Instead of extending the double
integral above to the ends of all channels that can be carried out in a similar way within the
body, it is possible to integrate over the set of elements d, which include the elements d .
Then:
[txx u]dydz txx ud cos p.
[]
So in all cases, the considered term V will be replaced by:
txx ud cos p
txx
u
dxdydz
x
where the rst term is extended to the whole surface of the body. If it is made the same for
all the terms V , it is obtained:
V = U1 U2
385
where U1 represents all the simple integrals [double integral] and U2 all the triplicate
integrals, like that of the binomial expression of txx we have written. And it is:
u
x
and which we wrote, are affected, under the integral, by other differential quotients:
u u v
,
,
,...
x y x
of the displacements u, v, w and by the other components tyy , . . . of the tensions. Hence,
introducing the elementary deformations13 in place of:
u u
u v
,
, ...,
+
x y
y x
after the expressions (28) it is:
U2 =
(txx x + tyy y + tzz z + tyz gyz + tzx gzx + tyx gyx ) dxdydz.
At this point Clebsch abandons the exposition of the virtual work law because his
objective was not in fact to obtain the equations of equilibrium which could be obtained trivially by requiring the vanishing of the forces acting on the element of
volume, but rather to derive the expression of the work of internal forces and then
move to the expression of the elastic potential upon which to make reasonings regarding the constitutive relationships. The virtual work principle is used as a bridge
to link the physical approach of the constitutive relationship, based on the mechanical intuition of tension and strain, to the purely mathematical approach developed
by Green in his work of 1839 on the law of reection and refraction of light, in
13
The symbolism of Clebsch-Saint-Venant is still used with regard to the components of a stress
tensor; it was however abandoned with respect to the components of a deformation tensor.
14 pp. 5764.
386
which to the internal forces are imposed the only restriction to be conservative and
therefore with a potential [278].
The treatment of Clebsch is quite modern, although now it is preferred to use the
formalism of the vector and tensor calculus, the concepts of gradient and divergence,
which makes the discussion much more compact. With a greater satisfaction for a
modern reader, Clebschs exposition could have been concluded by showing explicitly that equating to zero the total work W = U +U1 +U2 , under the condition of
equilibrium of stresses and congruence of deformations, the expression is obtained
immediately:
(txx x + tyy y + tzz z + tyz gyz + tzx gzx + tyx gyx ) dxdydz.
(17.20)
p. 61.
pp. 712715.
387
17
These are the developments in the Clapeyron theorem contained in [154], pp. 8083.
388
The value of the internal forces, whose legality of use Piola does not question, is
determined by means of Lagrange multipliers of appropriate conditions of constraint.
In La meccanica de corpi naturalmente estesi trattata col calcolo delle variazioni [188], Piola is inspired by Lagrange but follows an inverse path with respect
to him; he takes for granted the global equation of the rigid body (17.8) which for
Lagrange was the terminal point; he derives them opportunely and obtains six differential equations which characterise locally the rigidity constraint.
The material points of a body are labelled by two sets of Cartesian coordinates.
The rst refers to axes called a, b, c, as made by Lagrange in the Mcanique analy18
pp. 203204.
389
tique [149],19
2
2
2
2
2
2
dx
dx
dx
dy
dy
dy
+
+
=
+
+
=
da
db
dc
da
db
dc
2
2
2
dz
dz
dz
+
+
= 1,
da
db
dc
dy
dx
dy
dx
dy
dx
dz
dx
dz
dx
+
+
=
+
da
da
db
db
dc
dc
da
da
db
db
dx
dz
dy
dz
dy
dz
dy
dz
+
=
+
+
= 0.
dc
dc
da
da
db
db
dc
dc
(17.21)
To write down the balance equation Piola uses the technique developed by Lagrange
in the Mcanique analytique, by equating to zero the virtual work of volume (density)
forces, inertia forces included, integrated over the body volume:
2
2
d x
d y
d z
da db dc H
X
x
+
Y
y
+
Z
z = 0,
dt 2
dt 2
dt 2
(17.22)
where is the mass density, H the Jacobian of the transformation from (a, b, c) to
(x, y, z) and (x, y, z), the virtual displacement of a material point of the body.
At this point Piola reminds the reader that the virtual displacements (x, y, z) are
not free but they are constrained according to relations (17.21). To free (x, y, z)
from any constraints the Lagrange multiplier method can be used, by adding to the
integral on the left side of the variational equation (17.22) the integral of constraint
relations (17.21) each multiplied by appropriate Lagrangian multipliers (A, B, C, D,
E, F) that, by reproducing the original Piolas text, with S the symbold of integrals,
gives:
dx
dx
dx
dx
dx
dx
Sda Sdb Sdc A
+
+
da
da
db
db
dc
dc
dy
dy
dy
dy
dy
dy
+
+
Sda Sdb Sdc B
da
da
db
db
dc
dc
dz
dz
dz
dz
dz
dz
+
+
Sda Sdb Sdc C
da
da
db
db
dc
dc
19
390
dy
dx
dy
dx
dy
dx
+
+
da
da
db
db
dc
dc
dx
dy
dx
dy
dx
dy
+
+
+
da
da
db
db
dc
dc
dz
dx
dz
dx
dz
dx
+
+
Sda Sdb Sdc E
da
da
db
db
dc
dc
dx
dz
dx
dz
dx
dz
+
+
+
da
da
db
db
dc
dc
dz
dy
dz
dy
dz
dy
+
+
Sda Sdb Sdc D
da
da
db
db
dc
dc
dy
dz
dy
dz
dy
dz
+
+
.
+
da
da
db
db
dc
dc
After lengthy calculations Piola arrives at the following balance equations in the
reference conguration (x, y, z):
2
d x
dA dF dE
X
+
+
=0
+
dt 2
dx
dy
dz
2
dF dB dD
d y
+
+
=0
+
Y
dt 2
dx
dy
dz
2
dE dD dC
d z
+
+
= 0,
(17.23)
+
Z
2
dt
dx
dy
dz
which compared with results by Cauchy [65, 267] and Poisson [199], gives a mechanical meaning to the Lagrangian multipliers (A, B, C, D, E, F): they are the stress
components in an assigned coordinate system in the reference conguration.
Pierre Duhem in his course of Hydrodinamique, elasticity, acoustique of 189091
[98], used a virtual work law to obtain the equilibrium equations in a way close to
that used by Piola, without any reference to him [268].
391
work of Girolamo Saccheri [212] on parallel lines, compared his results with those
of Borelli, Wallis, Clavius, Bolyai and Lobachevsky and gave himself an important
contribution to non-Euclidean geometry [23].
Beltrami followed fairly closely the approach of Piola, making it more general.
For Beltrami the equation of virtual work was a relation between dual variables,
forces and deformations, taking mechanical meaning leaning to one another in forcing the cancellation of the virtual work. In his rst organic paper on the theory of
elasticity Sulle equazioni generali dellelasticit in 18801882 [24], Beltrami studies the equations of elastic equilibrium in a space with constant curvature where a
body with volume S and surface is present.
Beltramis work stems from the results obtained by Lam with curvilinear coordinates and from some subsequent works by Carl Neumann and Borchardt. The latter
simplied Lams calculations with the use of a potential function in curvilinear coordinates. According to Beltrami their approach, though it led to correct results, can
be improved. Lam, Neumann and Borchardt formulated the problem in Cartesian
coordinates, implicitly assuming the Euclidian space. He instead proves directly the
elastic equations of equilibrium without any assumption on the nature of space.
Beltrami has a more mature feeling with internal forces than Piola, or rather he
is more relaxed than him. He is not afraid to make explicit reference to them and
assumes a position similar to that of Lagrange. The internal forces (tension) and the
components of the constraint conditions (deformation) are treated as dual variables,
implicitly dened by the fact that their product is a virtual work, regardless of the
metric adopted. His central idea lies in a suitable metrics and from it of suitable innitesimal strain measures; with reference to the innitesimal element ds he writes:
ds2 = Q21 dq21 + ds2 + Q22 dq22 + ds2 + Q22 dq22 ,
(17.24)
(1 d1 + 2 d2 + 3 d3 + 1 d1 + 2 d2 + 3 d3 ) dS,
(17.26)
20
pp. 384385.
392
and stress components; this is made clear also from the equilibrium equation derived
from the variational problem associated to the previous virtual work expression. The
equations obtained by Beltrami are coincident with those given by Lam: Beltramis
results are however independent of Euclids V postulate.
393
PdS.
(17.27)
Then Betti, like Thomson and Green, assumes that P depends on innitesimal strains,
components of which he neglects any power higher than the second, by obtaining
the following quadratic expression:
P = Ars ar as ,
(17.28)
where Ars are constitutive constants and ar , as are the generic components of strain.
In the derivation of the equations of equilibrium, as indeed throughout the book,
stresses are not introduced in any way. Betti writes down the equilibrium equation
by means of the virtual work principle:
Let X,Y, Z be the components of the accelerating forces [forces per unit mass] that act on
each point of the body, L, M, N the components of the forces acting on each point on the
surface of it, and the constant density. Let any point of the body take a virtual motion and
denote by u, v, w the changes that will take for his motion u, v, w. The work made in this
motion by the given forces will obviously be:
S
(Xu +Y v + Zw)dS +
(Lu + Mv + Mw)d
being S the space occupied by the body and the surface. The work made by the elastic
forces will be equal to the increase of the potential of the whole body:
=
PdS
S
(Xu +Y v + Zw)dS +
(Lu + Mv + Mw)d = 0
[44].21 (A.17.9)
He then develops the variation to which he applies Greens formula, without any
comment or reference, to obtain an expression of the work of internal forces where
strains are replaced by u, v, w. He obtains in this way three internal equilibrium
equations and three more boundary equations. For the sake of compactness I will
write down only one of the rst kind and another of the second:
d dP
d dP
d dP
X =
+
+
dx da dy 2dh dz 2dg
(17.29)
dP
dP
dP
+
+
.
L=
da
2dh
2dg
Here x, y, z are the Cartesian coordinates of a generic point and a, h and g are the
components of strain [44].22 Notice that these equations, as in Navier, depend on
strains as P is a function of strains instead of on stresses as usual.
21
22
pp. 2021.
p. 19.
18
Thermodynamical approach
Abstract. This chapter is devoted to the use of the VWL where to virtual work is
given a mechanical meaning. In the rst part, notes on mechanics derived from Pierre
Duhems thermodynamics are presented. In the second part the derivation of a VWL
from the law of conservation of energy is shown.
In the second half of the XIX century, mechanics no longer seemed to be the
paradigm for all of physics. Not so much because of internal reasons due for example to the presence of contradictions and vagueness, but for external reasons as to
its difculty in explaining the new phenomena that were the subject of the nascent
physical disciplines such as thermodynamics and electromagnetism. In particular,
the idea of force as a fundamental quantity of physics found itself in difculty.
For many scientists it had to be replaced, or at least allied with energy. And the
mechanistic explanatory model had to be replaced by a less challenging one at the
metaphysical level, on the example of thermodynamics. Among the promoters of
this tendency to be remembered are William John Macquorn Rankine (18201872)
[204] Ernst Mach, Hermann Ludwig Ferdinand von Helmholtz (18211894), Pierre
Maurice Marie Duhem (18581916), Wilhelm Ostwald (18531932) [371]. In particular, the latter author was a supporter of the energetics that took the form of a
philosophical movement in which energy was seen as a substance.
In this chapter there is no claim to comment on philosophical and scientic matters but only to see how the concepts of work and energy of thermodynamics can
provide a new foundation of the laws of mechanics, in particular the laws of virtual
work. To do this I will refer here only to the contribution of Duhem, beginning with
a summary of his ideas about mechanics:
The attempt that aims to reduce all Physics to rational Mechanics, which was always a futile
attempt in the past, is it intended to pass a day? A prophet alone could answer afrmatively or
negatively to this question. Without prejudging the direction of this response, it seems wiser
to abandon, at least provisorily, these fruitless efforts toward the mechanical explanation of
the Universe.
396
18 Thermodynamical approach
We will try to formulate general laws for bodies to which all physical properties must obey,
without assuming a priori that these properties are all reducible to geometry and local movement. The body of this general laws no longer will reduce to rational Mechanics.
[]
Rational Mechanics must therefore result from the body of general laws that we propose to
hold; it must be what one gets when applying these general laws to particular systems where
one considers only the gure of bodies and their local motion.
The code of general laws of Physics is now known by two names: the name of Thermodynamics and the name of Energetics [99].1 (A.18.1)
pp. 23.
397
the rst volume devoted to non-dissipative systems. The text of Duhem represents
one of the rst attempts to establish a physical theory on a modern axiomatic basis.
The author believes that the principles of a physical theory do not require any justication beyond the assessment of the internal consistency. He considers, however,
that the principles cannot be chosen at random, but that to arrive at a satisfactory
theory one must benet from formulations of past similar principles; in this way the
history of science becomes an integral part of science.
The most important and original concepts of Duhem in his energetic approach
to mechanics, after those of space and time, are that of virtual transformation and
activity (oeuvre). Below in commenting on the introduction of these concepts I will
take for granted some basic notions of thermodynamics including that of state.
Duhem uses another term to describe changes that meet the conditions of constraints
but not necessarily the experimental laws and take place in time: ideal transformations:
Do not confuse an ideal variation with virtual variation; virtual variation is composed of
virtual congurations of the system that do not succeed in time, so that the change of conguration which is a virtual variation is not related to motion. In the virtual variation the
variation of velocity has no reason to exist [99].3 (A.18.3)
Regarding velocity Duhem introduces the difference between local velocities, which
are velocities in the standard meaning, i.e. the derivative of space with respect to
time, and general velocities, dened as the quantity which, once the state of the system is known, allows one to evaluate all the local velocities and the derivative with
2
3
pp. 4647.
p.84.
398
18 Thermodynamical approach
respect to time of all the state variables. For example for the mechanical system constituted by a rigid body, the general velocities are furnished by the three components
of the velocity of the center of gravity and of the three Eulerian angles.
Ideal transformations, when restricted to mechanics, coincide with virtual displacements as conceived before Lazare Carnot, virtual transformations with Carnots
geometric motion (at least for bilateral constraints). In virtual transformations it
makes no sense to talk about velocity (in the physical sense), in ideal transformation it does. From the above it is evident that ideal transformations are also virtual
transformations (just ignore time); the contrary is not true.
The example Duhem presents for virtual transformations concerns a mixture of
hydrogen, oxygen and water. Suppose that the state of a system is dened by the
temperature and a variable x, which expresses the percentage of water vapour.
There is an experimental law that at chemical equilibrium x relates to ; be it x =
f (); in the system there are no conditions of constituent constraints. In a virtual
variation it is possible to leave from a pair x0 , 0 that satises the empirical law and
to vary x above or below the value x0 while maintaining = 0 . This transformation
is purely intellectual and may not happen in practice.
The activity has not necessarily a mechanical nature. It can have any nature, for
example, maybe the administration of electrical current.
However Duhem himself recognizes that this denition is too obscure, vague
and mostly impregnated with anthropomorphism" [99].5 To eliminate these defects
he declares that the activity should be considered as a scalar physical quantity to be
represented with an appropriate algebraic symbol to perform calculations. He then
makes a number of stipulations/conventions on how to assign it a numerical value.
I quote here the rst stipulation only to give an idea of the level of abstraction on
which Duhem moves.
First convention. The mathematical symbol which should represent the activity, in a real or
ideal transformation, will be dened any time the nature of the system and of the transformation it undertook is known. It will not change if the place and time of the system and the
external bodies, where the transformation has occurred, change [99].6 (A.18.5)
4
5
6
p. 81.
p. 81.
p. 87.
399
Notice that Duhems conventions refer to ideal and real changes but not the virtual
ones, because they only take into account the general velocity.
Although Duhem declares that his conventions should be considered as arbitrary and therefore do not require any justication, their reading makes it manifest
that in introducing the concept of activity Duhem is generalizing that of mechanical work. In particular, he assumes the additivity and the independence of paths:
if G1 , G2 , . . . Gn are the activities carried out on a system after the transformations
M1 , M2 , . . . Mn and if a unique transformation M is imagined that starts from the initial state to the nal due to these transformations, the overall activity, G, is the sum
of all activities, G = G1 + G2 + + Gn , and does not depend on the order in which
the transformations occur but only on initial and nal states.
Note that this rule applied to a mechanical system subject to internal or external
forces, when activity is identied with work, requires the eld of forces to be conservative. Duhem does not give particular emphasis to this fact, or better he does not
even make it explicit.
Once the requirements which an activity must satisfy are dened, Duhem introduces the concept of total energy. If G(e0 , 0 , e, ) is the activity required of a system
to pass from one arbitrarily chosen reference e0 and global velocity 0 to the generic
state e and global velocity , the total energy of the system in the state e and global
velocity is , as in the expression:
E(e, ) = G(e0 , 0 , e, ).
(18.1)
(18.2)
i.e. the activity to go from (e1 , 1 ) to (e2 , 2 ) is equal to the difference between the
total energies.
At this point Duhem can formulate a principle of conservation of energy, which
he qualies as a hypothesis:
Principle of conservation of energy. When any system, isolated in the space, undergoes a
whatever real variation, the total energy of the system maintain an invariable value [99].7
(A.18.6)
The principle of conservation of energy is not a convention such as all those introduced to dene the activity; it receives its validity from the experience. The principle
of conservation of energy does not apply to all the ideal changes but only to those
that are also real.
The total energy principle formulated above seems to Duhem too general; he then
submits it to two restrictions that exclude its validity from important elds of physics,
including electrical systems. The rst restriction requires that the total energy of the
system does not change as a result of a simple translation in space [99].8 The second
7
8
p. 93.
p. 97.
400
18 Thermodynamical approach
restriction requires that the total energy is composed of two terms [99]:9
U(e, ) = U(e) + K().
(18.3)
The rst term which depends only on the state e, is named potential energy or internal
energy; the second which depends on the local velocity (understood in the classical sense) of all system components, is named kinetic energy. For systems made of
innitely small parts, Duhem attains the traditional representation for kinetic energy:
K=
1
2
(u2 + v2 + w2 )dm,
(18.4)
where u, v, w are the components of velocity of the mass element dm of the system.
With these restrictions the previous theorem of the total energy takes the more traditional form:
Restricted form of the principle of conservation of energy. In any real variation of an isolated
system the following equality:
U+
1
2
M
u2 + v2 + w2 dm = const.
(18.5)
(18.6)
a L = a ab (A, B)
(18.7)
The quantity:
represents the activity accomplished by the system Sa on the system Sb in the virtual
innitesimal variation a ; to it Duhem refers as the innitesimal virtual work that Sb
makes on Sa .
The work as dened above is very similar to the activity, because it is furnished
by a variation of the energy. It however represents the variation of a limited part of
9
pp. 9798.
p. 113.
10
401
energy. To reach the concept of force it is enough to consider that the innitesimal
virtual work can always be expressed as:
L = ab (A, B) = fk qk
(18.8)
where qk are the variables that dene the system conguration and fk = Uab / qb
appropriate coefcients. Duhem refers to these coefcients as the actions of Sa on
system Sb in order to reserve the term force for when qk have the meaning of displacements. In this case work is mechanical work.
Note how Duhem has introduced the concept of mechanical work. This is not a
primitive quantity, but one derived from the activity, which has a primitive character.
It is difcult to agree that the concept of activity could be more primitive than that
of work.
(18.9)
In case external forces act on the system, the principle of conservation of energy is
no longer valid; it is replaced by Duhem with the following principle:
T + = 0,
(18.10)
where T is the virtual work made by the external forces, the virtual work made
by the forces of inertia. On the basis of relation (18.10) Duhem can afrm:
Comparison of the conditions [] provides the following statement, which is the principle
of dAlembert.
To obtain for each moment the laws of motion of a system of rigid bodies without passive
resistance, simply require that the system remains in equilibrium if it is placed motionless in
the state is passing in that moment and submit it not only to external actions that are actually
carrying on it, when it is in this state, but also to the ctitious external action equivalent to
the inertia actions in the body at that time [99].12 (A.18.8)
In case equilibrium is concerned, the virtual work of the inertia forces is zero, therefore the previous relation provides:
T = 0.
11
12
pp. 183246.
p. 242.
(18.11)
402
18 Thermodynamical approach
MN dm <
PN dm.
That is what we mean when we say that the studied constraints have no passive resistance
[99].15 (A.18.10)
Here, as shown in Fig. 18.1, M is the position that a material point A of mass dm
of a system reaches starting from a state S0 with the real motion in an innitesimal
interval of time h. N is the position A would have reached if the system were free
from constraints. P is the position of A in a virtual motion starting from the state S0 .
The two integrals are respectively the compulsions of the real motion and that of the
virtual motion.
The quoted proposition is seen by Duhem from one hand as a denition of constraints without passive resistance, on the other hand as a principle of mechanics,
which allows one to determine the motion of a system; the principle of minimal con-
N
free motion
M
S0
virtual motion
real motion
pp. 241242.
p. 190.
p. 195.
403
straints, attributed to Johann Carl Friedrich Gauss (17771855) who in a short paper
of 1829 wrote:
The motion of a system of particles, connected in any way (the motions of which are constrained by any external conditions), is made at any time with the widest possible agreement
with the free motion, or under the condition of minimum action, considering as measure of
the action of the whole system in any innitesimal interval of time, the sum of products of
deviations of each point from its free motion by its mass.
Let m, m , m and so on the masses of the points, a, a , a and so on their positions at time
t; b, b , b and so on the positions they would take on if they were completely free after an
innitesimal dt because of the forces acting on them during this time and of the velocities and
directions which they had at the instant t. The actual position c, c , c and so on will then be
those for which, under all conditions eligible for the system, m(bc)2 +m (b c )2 +m (b c )2
and so on is a minimum [126].16 (A.18.11)
Duhem acknowledges that the motion or the equilibrium position obtained in accordance with the principle of minimal constraints coincide with what it would be
obtained considering the two principles:
T + = 0
(18.12)
T = 0
(18.13)
for equilibrium. These principles are formally equivalent to those expressed by relations with (18.10) and (18.11), but now the various expressions that appear are
innitesimals and correspond to innitesimal virtual displacements which meet the
constraint condition (bilateral for simplicity).
Relation (18.13) is a virtual work principle for constrained systems, which can
be stated as follows:
A constrained mechanical system, with constraint deprived of passive resistance, is in equilibrium if and only if the external work, for all virtual innitesimal displacements, equals the innitesimal variation of the potential energy.
In particular, if, as happens for example in simple machines, or more generally in systems of rigid bodies, there is no change in potential energy, the
traditional formulation of virtual work is recovered: a mechanical system is in
equilibrium if and only if the virtual work of the external forces is zero for all
(innitesimal) virtual displacements
T = 0.
(18.14)
pp. 2627.
Appendix
Quotations
A.1 Chapter 1
1.1 Momento la propensione di andare al basso, cagionata non tanto dalla gravit del mobile,
quanto dalla disposizione che abbino tra di loro diversi corpi gravi; mediante il qual momento
si vedr molte volte un corpo men grave contrapesare un altro di maggior gravit.
1.2 La mesme force qui peut lever un poids, par exemple de cent livres a la hauteur de deux pieds,
en peut aussy lever un de 200 livres, a la hauteur dun pied, ou un de 400 a la hauteur dun
demi pied, & ainsy des autres.
1.3 Poich, s come impossibile che un grave o un composto di essi si muova naturalmente allin
su, discostandosi dal comun centro verso dove conspirano tutte le cose gravi, cos impossibile
che egli spontaneamente si muova, se con tal moto il suo proprio centro di gravit non acquista
avvicinamento al sudetto centro comune.
1.4 Lequilibrio nasce da ci, che le azioni delle potenze, che equilibrar si devono, se nascessero,
sarebbero uguali, e contrarie; e perci luguaglianza, e la contrariet delle azioni delle potenze
la vera causa dellequilibrio.
[]
Lequilibrio non altro, che limpedimento de moti, cio degli effetti dellazione delle
potenze, a cui non meraviglia se corrisponde limpedimento delle cause, cio delle azioni
stesse.
1.5 Et en gnral je crois pouvoir avancer que tous les principes gnraux quon pourroit encore
dcouvrir dans la science de lquilibre, ne seront que le mme principe des vitesses virtuelles,
envisag diffremment, & dont ils ne diffreront que dans lexpression. Au reste, ce Principe
est non seulement en lui mme trs simple & trs gnral; il a de plus lavantage prcieux &
unique de pouvoir se traduire en une formule gnrale qui renferme tous les problmes quon
peut proposer sur lquilibre des corps. [...] Quant la nature du principe des vitesses virtuelles,
il faut convenir quil nest pas assez vident par lui-mme pour pouvoir tre rig en principe
primitif.
1.6 Il faut encore remarquer quon suppose le systme dplac dune manire quelconque, sans
aucun gard laction des puissances qui tend le dplacer; le mouvement quon lui donne
est un simple change de position o le temps nentre pour rien.
1.7 Nous sommes conduits ainsi reconnatre que le principe des vitesses virtuelles dans lquilibre
dune machine compose de plusieurs corps solides ne peut avoir lieu quen considrant
Capecchi D.: History of Virtual Work Laws. A History of Mechanics Prospective.
DOI 10.1007/978-88-470-2001-6_19, Springer-Verlag Italia 2012
406
Appendix. Quotations
dabord les frottemens de glissement, lorsque les dplacemens virtuels peuvent faire lisser les
corps les us sur les autres, et en outre ceux de roulement lorsque les corps ne peuvent prendre
de mouvement virtuel sans se dformer prs des points de contact.
Les frottemens tant reconnus par exprience toujours capables de maintenir lquilibre dans
de certaines limites dingalit entre la somme des lmens de travail positif et la somme des
lmens de travail negatif, en prenant ici pour ngatifs les lmens appartenant la somme la
plus petite; il sensuit que la somme des lmens auxquels ils donnent lieu a prcisment la
valeur propre rendre nulle la somme totale et se trouve gale la petite diffrence qui existe
entre les sommes des lmens positifs et des lmens ngatifs.
A.2 Chapter 2
2.1 Quella comune facolt di primitiva intuizione, per cui ognuno si convince facilmente di un semplice assioma geometrico, come per esempio, che il tutto sia maggiore della parte, non serve
certamente per convenire della sopraccennata verit meccanica, la quale tanto pi complicata
di quello che sia uno degli ordinari assiomi, quanto il genio di quei grandi Uomini, che lhanno
ammessa per assioma, supera lordinaria misura dellingegno umano; ed in conseguenza
necessario per coloro che non ne restano appagati, il procurarsene una dimostrazione dipendentemente da estranee teorie [] ovvero riposarsi sulla fede duomini sommi, disprezzando
lusuale ripugnanza ad introdurre in Matematica il peso dellautorit.
2.2 La dimostrazione avviene per assurdo. Si suppone che pur valendo la (*), il sistema si metta in
moto; ossia che almeno uno dei suoi punti, diciamo li-esimo, subisca, nel tempo dt, successivo a t, uno spostamento dri , compatibile con i vincoli. Dato che il punto materiale in esame
parte dalla quiete, necessariamente avremo: Fi dri > 0; quindi, sommando tutti i lavori parziali
relativi agli altri punti del sistema che effettivamente si muova, avremo anche:
Fi dri > 0,
(1)
dato che la somma formata tutta di termini non negativi e di cui almeno uno, per ipotesi, non
nullo.
(a)
Ma Fi = Fi + Ri , per cui riscriviamo la (1) come:
(a)
(Fi
+ Ri ) dri > 0.
(2)
(a)
2.3 En effet, on dmontre que, si un point na dautre libert dans lespace, que celle de se mouvoir
sur une surface ou sur une ligne xement arrte, il ny peut tre en quilibre, moins que la
rsultante des forces qui le sollicitent se soit perpendiculaire a cette surface ou cette ligne
courbe.
2.4 La force de pression dun point sur une surface lui est perpendiculaire, autrement elle pourrait
se dcomposer en deux, lune perpendiculaire la surface, et qui seroit dtruite par elle, lautre
parallle la surface, et en vertu de la quelle le point naurait point daction sur cette surface,
ce qui est contre la supposition.
2.5 Or si lon fait abstraction de la force P, et quon suppose que le corps soit forc de se mouvoir
sur cette surface, il est claire que laction, o plutt la rsistance que la surface oppose au corps
ne peut agir que dans une direction perpendiculaire la surface.
A.3 Chapter 3
407
A.3 Chapter 3
3.1 Ambiguit che del resto si potrebbe riguardare come un documento glottologico della primordialit della credenza a una connessione, tra le diverse velocit compatibili dei vari punti le
cui posizioni dipendono le une dalle altre, e la diversa facilit colla quale i punti stessi possono
essere mossi a parit delle altre condizioni.
3.2 Percioch, se Aristotile risolve per qual cagione la leva lunga muove pi facilmente il peso, dice
avvenir ci per la lunghezza maggiore dalla parte della potenza che muove; e ci benissimo
secondo il suo principio nel quale suppone, che quelle cose che sono in maggior distanza dal
centro, si muovano pi facilmente e con maggior forza: del che reca egli la causa principale
nella velocit secondo la quale il cerchio maggiore supera il minore. vera dunque la causa,
ma indeterminata; percioch non so io per tanto, dato un peso, una leva, et una potenza, come
io li abbia da dividere la leva nel punto ove ella gira, accioch la data potenza bilanci il dato
peso. Ammesso dunque Archimede il principio dAristotile pass pi oltre; n si content che
maggiore fosse la forza dalla parte della leva pi lunga, ma determin quanto ella deve essere,
cio con qual proportione ella deve.
3.3 Il secondo principio , che il momento e la forza della gravit venga accresciuto dalla velocit
del moto; s che pesi assolutamente eguali, ma congiunti con velocit diseguali, sieno di forza,
momento e virt diseguale, e pi potente il pi veloce, secondo la proporzione della velocit
sua alla velocit dellaltro. [...] Tal ragguagliamento tra la gravit e la velocit si ritrova in
tutti gli strumenti meccanici, e fu considerato da Aristotile come principio nelle sue Questioni
meccaniche: onde noi ancora possiamo prender per verissimo assunto che pesi assolutamente
diseguali, alternatamente si contrappesano e si rendono di momenti eguali, ogni volta che le
loro gravit con proporzione contraria rispondono alle velocit de moti, cio che quanto luno
men grave dellaltro, tanto sia in constituzione di muoversi pi velocemente di quello.
3.4 Ma per non confonderci dichiarer prima il principio del quale parla Aristotele, et insieme delle
machine delle quali habbiamo dato gli esempi, cio delle taglie et della stanga. [...] Tutte le
operazioni delle machine adunque consistono nel movimento loro, et per conseguente listessa
machina far maggiore et minore effetto quanto pi propinquo sar il movimento che se le
far fare al suo proprio. [...] Resta adunque per manifesto dalle dimostrazioni precedenti che
quanto meno un peso obligato muoversi in giro, una forza sallontana dal centro, con tanto
maggior velocit si mover et la forza tanto maggiore effetto far.
3.5 Il a dit que centre de gravit ou dinclinaison est un point tel que, lorsque le poids est suspendu
par ce point, il est divis en deux portions quivalentes. A la suite de cela Archimde et les mcaniciens qui lont imit, ont scind cette dnition, et ils ont distingu le point de suspension
du centre dinclinaison.
3.6 Quelques-uns ont pens tort que la proportion existant dans ltat dquilibre ntait plus vraie
dans le cas dun au irrgulier. Supposons un au de balance nayant pas partout mme poids
ni mme paisseur, et fait de matire quelconque; il est en quilibre lorsquon le suspend au
point ; nous entendons ici par quilibre larrt du au dans une position stable, quand bien
mme il serait inclin dans un sens ou dans un autre. Suspendons ensuite des poids des points
quelconques du au; soient et ces points; le au reprend une position dquilibre aprs
que les poids ont t suspendus; et Archimde a dmontr que, dans ce cas encore, le rapport
des poids est gal au rapport inverse des distances respectives.
3.7 Il est ncessaire dexpliquer comment on soutient, comment on porte et transporte les corps
graves, avec les dveloppements convenables pour une introduction. Archimde a trait cette
matire avec un art trs sr dans son livre appel Livre des Supports.
3.8 Supposons deux cercles avant un mme centre ; soient leurs diamtres les deux lignes , ;
ces deux cercles sont mobiles autour du point , qui est leur centre commun, et perpendiculaires
408
Appendix. Quotations
au plan de lhorizon. Suspendons aux deux points , deux poids gaux, dsigns par et .
Il est vident que les cercles ne penchent ni dun ct ni de lautre, puisque les deux poids et
sont gaux et les distances , gales. Faisons de un au de balance mobile autour
dun point de suspension qui est le point . Si nous transportons en le poids qui est appliqu
en , le poids inclinera vers le bas, et il fera tourner les cercles. Mais si nous augmentons
le poids , il fera de nouveau quilibre au poids et le rapport du poids au poids sera
gal au rapport de la distance la distance . Ainsi la ligne joue le rle dun au de
balance mobile autour dun point de suspension, qui est le point . Archimde a dj donn
cette proposition dans son livre sur lquilibre entre les poids.
3.9 Les cinq machines simples qui meuvent le poids se ramnent des cercles monts sur un seul
centre; cest ce que nous avons dmontr sur les diverses gures que nous avons prcdemment
dcrites. Je remarque pourtant quelles se rduisent encore plus directement la balance quaux
cercles; on a vu en effet que les principes de la dmonstration des cercles ne nous sont, venus
que de la balance; on dmontre que le rapport du poids suspendu au petit bras de la balance,
au poids suspendu au grand bras, est gal au rapport du grand bras au petit.
3.10 Imaginons au contraire un autre poids au point , et xons-y une poulie ; faisons entrer dans
cette poulie une corde, et attachons-en les deux extrmits un support xe, en sorte que le
poids demeure suspendu. Chacun des deux brins de la corde sera tendu par la moiti du
poids; et si lon dlie lun des deux bouts de la corde, celui qui est attach au point , et quon
continue maintenir la corde dans la mme position, on aura porter la moiti du poids. Le
poids se trouve donc tre double de la puissance qui le retient.
3.11 Cet instrument et toutes les machines de grande force qui lui ressemblent sont lents, parce
que, plus est faible la puissance compare au poids trs lourd quelle meut, plus est long le
temps que demande le travail. Il y a un mme rapport entre les puissances et les temps. Par
exemple, lorsquune puissance de 200 talents a t applique au tambour , et quelle a mis
le poids en mouvement, il faut un tour entier de pour que le poids se meuve de la longueur
de la circonfrence de larbre . Si le mouvement est donn laide du tambour , il faut que
larbre tourne cinq fois pour que larbre fasse un seul tour, puisque le diamtre du tambour
est cinq fois celui de larbre et que cinq tours de valent un tour de . Cette remarque se
renouvelle pour la suite des organes du train, soit que nous fassions les arbres gaux entre eux
ainsi que les tambours, soit que nous leur donnions des rapports varis, connue ceux que nous
avons choisis. Le tambour fait mouvoir le tambour et les cinq tours que doit effectuer le
tambour prennent cinq fois le temps dun seul tour; 200 talents, dautre part, valent cinq fois
40 talents. Ainsi le rapport du poids la force motrice est gal linverse du rapport densemble
des arbres et des tambours, quelque nombreux quils soient. Cela achve la dmonstration.
3.12 Cet instrument et toutes les machines de grande force qui lui ressemblent sont lents, parce que,
plus est faible la puissance compare au poids trs lourd quelle meut, plus est long le temps
que demande le travail. Il y a un mme rapport entre les puissances et les temps.
[]
Le ralentissement de la vitesse a lieu aussi dans cette machine.
3.13 Supposons, par exemple, que le support. stable auquel le poids est suspendu soit . La corde
est la ligne . Menons la ligne perpendiculaire sur la ligne , et marquons sur la ligne
deux points quelconques que nous dsignons par les lettres , . [] Donc, quand nous
tirons le poids partir du point , il vient en , et quand nous le tirons partir du point , il
vient en . Ainsi on lve davantage le poids en partant du point quen partant du point ;
et pour porter le poids plus haut, il faut une plus grande force que pour le porter moins haut,
parce que, pour le porter dans un lieu plus lev, il faut un temps plus long.
3.14 Nous aurons recors quelque puissance ou quelque poids appliqu de lautre cte, pour faire
dabord quilibre au poids donn, an quun excs de puissance lemporte sur de poids et le
tire en haut.
A.4 Chapter 4
409
A.4 Chapter 4
4.1 I. Dico ergo quod omnium duorum spaciorum que duo mota secant in tempore uno, proportio
unius ad alterum est sic ut proportio virtutis motus eius quod secat spacium unum ad virtutem
motus illius secantis spacium alterum.
Et ponam ad illud exemplum. Dico duorum viatorum perambulat unus 30 miliaria et perambulat secundus 60 miliaria in tempore uno. Et notum est ergo quod virtus motus eius qui perambulat 60 miliaria dupla est virtutis motus eius qui perambulat 30 miliaria sicut spacium quod
est 60 miliaria est duplum spacii quad est 30 miliaria.
Hec est propositio recepta per se, inter quam et inter intellectum non est medium separans ea.
4.2 III. Cum ergo iam manifestum est istud, tunc dico quod omnis linea que dividitur in duas
sectiones diversas et extimatur quod linea suspendatur per punctum dividens ipsam, et quod
duorum ponderum proportionalium sicut [invers]1 proportionalitas duarum partium linee unius
ad comparem suam secundum attractionem suspenditur unum in extremitate unius duarum
sectionum et secundum in extremitate altera, tunc linea equatur super equidistantiam orizontis.
4.3 II. Et post hoc dico quod omnis linea que dividitur in duas sectiones, et gitur punctum eius
secans et movetur linea tota penitus motu quo non redit ad locum suum, tunc ipsa facit accidere
duos sectores similes duorum circulorum, medietas diametri unius quorum est linea longior
et medietas diametri secundi est linea brevior et quod proportio arcus quem signat punctum
extremitatis unius duarum linearum ad arcum quem signat punctum extremitatis linee secunde
est sicut proportio linee revolventis illum arcum ad lineam secundam.
4.4 Iam diximus in duobus spaciis que secant duo mota in tempore uno quod proportio virtutis
motus unius eorum ad virtutem motus alterius est sicut proportio spacii quod ipsum secat ad
spacium alterum, et punctum A apud motum linee iam secavit arcum AT, et punctum B iam
secavit etiam apud motum linee arcum BD et illud in tempore uno. Ergo proportio virtutis
motus puncti B ad virtutem motus puncti A est sicut proportio duorum spaciorum que secuerunt
duo puncta in tempore uno, unius ad alterum, scilicet proportio arcus BD ad arcum AT. Et hec
proportio iam ostensum est quod est sicut proportio linee GB ad lineam AG.
4.5 Cuius hec est demonstratio, secabo ex BG longiore quod sit equale AG breviori quod sit GE.
Si ergo suspendantur super duo puncta A. E duo pondera equalia, equidistabit linea AE orizonti, quoniam virtus motus duorum punctorum est equalis, secundum quod ostendimus, donec
si inclinaverimus punctum A ad punctum T sufciet cum eo pondus quod est ad punctum A
donec redeat ad locum suum, et sit arcus AT. Et quando permutabimus pondus ex puncto
E ad punctum B, et si voluerimus ut linea remaneat super equidistantiam orizontis est nobis
necesse ut addamus in pondere quod est apud A additionem aliquam donec sit proportio eius
totius ad pondus quod est apud B sicut proportio BG ad AG. Quoniam virtus puncti B superuit super virtutem puncti A per quantitatem superuitatis BG super AG, secundum quod iam
ostendimus, pondus ergo quod est apud punctum fortioris est minus pondere quod est apud
punctum debilioris secundum quantitatem qua proportionatur arcus arcui. Cum ergo est apud
punctum B pondus et est apud A pondus secundum et est proportio ponderis a ad pondus b
sicut proportio BG ad AG, equidistat linea ab orizonti.
4.6 Je dis que si lon suspend ab au point g et que lon applique ses deux extrmits, en a et b,
deux poids proportionnels et quivalents ses deux segments, [ab] sera parallle lhorizon.
En effet, prenons sur le [ct] le plus long ag un [segment] gd gal gb. Si on applique en d un
poids gal au poids appliqu en b, [ab] sera parallle lhorizon. Si on incline alors vers le bas
[le poids qui est en d], le poids qui est en b le soulvera et lui fera parcourir larc dd gal larc
bb, car gd est gal gb. Si nous dplaons alors le poids du point d au point a, [celui-ci tant
dans la position] infrieure, et que nous voulions le soulever jusqu [la position] suprieure
1
In the Latin text here there is an editing mistake, corrected by Moody and Clagett.
410
Appendix. Quotations
de a, il nous faudra augmenter le poids qui est en b de telle sorte que le rapport du [poids] total
[en b] au poids qui est en a soit gal au rapport de lara aa larc dd. lesquels sont parcourus
en mme temps alors quils sont ingaux. Or ce rapport est gal au rapport de lun des deux
segments de la droite a lautre.
4.7 Si laxe est pesant et sil est divis en deux segments ingaux, on augmente lpaississeur du
segment le plus court jusqua ce que laxe soit parallle a lhorizon. [] On est alors ramen
au cas dj trait de la ligne dpourvue de poids.
4.8 Considrons un levier o la puissance est o la rsistance est ; cette rsistance se trouvait
une certaine distance du point dappui, supposons que la puissance la puisse mouvoir et
lui faire dcrire en un temps larc ; elle pourra galement mouvoir le poids /2, plac une
distance double du point dappui, car dans les mme temps , et le lui fera parcourir larc 2.
Il faut donc la mme puissance pour mouvoir un certain poids, place a une certaine distance
du point dappui, et pour mouvoir un poids moiti plac une distance double. De l, on tire
aisment la justication de la thorie du levier donne dan les Questions mcaniques.
4.9 Table 4.1
S1 Omnis ponderosi motum esse ad medium virtutemque ipsius esse potentia ad inferiora tendendi et motui contrario resistendi.
S2 Quod gravius est velocius descendere.
S3 Gravius esse in descendendo, quanto eiusdem motus ad medium rectior.
S4 Secundum situm gravius esse, cuius in eodem situ minus obliquus descensus.
S5 Obliquiorem autem descensum in eadem quantitate minus capere de directo.
S6 Minus grave aliud alio secundum situm, quod descensum alterius sequitur contrario
S7 Situm aequalitatis esse aequalitatem angulorum circa perpendiculum, sive rectitudinem angulorum, sive aeque distantiam regulae superciei Orizontis.
4.10 Omnis ponderosi motum esse ad medium virtutemque ipsius esse potentia ad inferiora tendendi
virtutem ipsius, sive potentia possumus intelligere longitudinem brachij librae, aut velociter
eius quem probatur ex longitudine brachij librae, et motui contrario resistendi.
4.11 Patet ergo quod major est violentia in motu secundum arcum maiorem, quam secundum minorem; alias enim non eret motus magis contrarius. Cum ergo apparet plus in descensu
adquirendum impedienti, patet quia minor erit gravitas secundum hoc. Et quia secundum situationem gravium sic t, dicatur gravitas secundum situm in futuro processo.
Ita enim, sillogizando de motu tamquam motus sit causa gravitatis vel levitatis, potius per motum magis contrarium concludimus causam huiusmodi contrarietatis esse plus contrariam, id
est, plus habere violentie. Quod quidem grave descendat, hoc est a natura; sed quod per lineam
curvam, hoc est contra naturam, et ideo iste descensos est mixtus ex naturali et violento. In
ascensu vero ponderis, cum ibi nihil sit secundum naturam, debet argu sicut de igne, quoniam
nihil naturaliter ascendit. De igne enim arguitur in ascensu, sicut de gravi in descensu; ex quo
sequitur quod grave, quanto plus sic ascendit, tanto minus habet de levitate secundum situm,
et sic plus habet de gravitate secundum situm.
4.12 Table 4.2
P1
P2
P3
P4
P5
P6
Inter quaelibet gravia est virtutis, et ponderis eodem ordine sumpta proportio.
Cum equilibris fuerit positio equalis, equis ponderibus appensis ab equalitate non
discedet: et si a rectitudine separetur, ad aequalitatis situm revertetur. Si vero inequalia
appendantur, ex parte gravioris usque ad directionem declinare cogetur.
Omne pondus in quamcunque partem ab aequalitate discedat, secundum situm t levius.
Cum fuerint appensorum pondera equalia, non faciet nutum in equilibri appendiculorum
inequalitas.
Si brachia librae fuerint inequalia, equalibus appensis ex parte longiore nutum faciet.
Si fuerint brachia libre proportionalia ponderibus appensorum, ita ut in breviori gravius
appendatur, eque gravia erunt secundum situm appensa.
A.4 Chapter 4
P7
P8
P9
P10
411
Si duo oblonga per totum similia, et quantitate, et pondere equalia, appendantur ita ut
alterum dirigatur, alterum orthogonaliter dependeat, ita etiam ut termini dependentis et
medii alterius eadem sit a centro distantia, secundum hunc situm eque gravia ent.
Si inequalia fuerint brachia libre, et in centro motus angulum fecerint, si termini eorum ad directionem hinc inde equaliter accesserint, equalia appensa in hac dispositione
aequaliter ponderabunt.
Equalitas declinationis identitatem conservat ponderis.
Si per diversarum obliquitatum vias duo pondera descendant, fueritque declinationum et
ponderum una proportio eodem ordine sumpta, una erit utriusque virtus in descendendo.
412
Appendix. Quotations
kxal, et circa centrum c, at commune proportio kyaf, similis, et aequalis portionis mbhz, et
sint arcus ax, al, aequales sibi atque similes arcubus mb, bh. Itemque ay, af. Si ergo ponderosius
est a, quam b, in hoc situ descendat a, in x, et ascendat b, in m, ducantur igitur lineae zm, kx,
yk, , et mp, super zbp stet perpendiculariter etiam xe, et fd, super kad, et quia mp, aequatur
fd, et ipsa est maior xt, per similes triangulos erunt mp, maior xt, quia plus ascendit b, ad
rectitudinem, quam a, descendit. quod est impossibile, cum sint aequalia
4.18 Sit linea abc, aequedistans orizonti, et super eam orthogonaliter erecta sit bd, a qua descendant
hinc, inde lineae da, dc, sitque dc, maioris obliquitatis proportione igitur declinationum dico
non angulorum, sed linearum usque ad aequedistantem resecationem, in qua aequaliter sumunt
de directo. Sit ergo e, pondus super dc, et h, super da, et sit e, ad b, sicut dc, ad ad. Dico ea
pondera esse unius virtutis in hoc situ, sit enim dk, linea unius obliquitatis, cum dc, et pondus
super eam. ergo aequale est e, quae sit g. Si igitur possibile est, descendat e, in l, et trahat h,
in m, sitque gn, aequale hm, quod etiam aequale est e. Et transeat per g et h, perpendicularis,
super db; sitque ghy, et ab l, tl, t; et tunc super ghy, nz, mx, et super lt, erit er. Quia igitur
proportio nz, ad ng, sicut dy ad dg, et ideo sicut db, ad dk, et quia similiter mx, ad mh, sicut
db, ad da. Erit propter aequalem proportionalitatem perturbata mx, ad nz, sicut dk, ad da, et
hoc est sicut g, ad h. Sed quia e, non sufcit attollere g, in n, nec sufciet attollere h in m. Sic
ergo manebunt.
A.5 Chapter 5
5.1 Non dubbio che se a una semplice fune si attacca un peso, poniamo il caso di mille libbre,
che tutta la fatica e forza non sia unitamente da quella fune sostenuta, che poi se la detta fune
sar raddoppiata e a quella una taglia dun raggio appesa dove penda quel peso, che la fune
non sia per avere il doppio meno di fatica e il doppio meno di forza non baster ad alzare quel
peso; or che sar poi se ci saranno pi taglie? [] Sel primo raddoppiamento leva la met
del peso, il secondo al quale resta la met, lever via la met di quella met che sar la quarta
parte di tutto il peso, et dalla quarta parte della detta forza di prima sar il peso levato.
5.2 Il segreto di tutti gli inventori delle machine de Molini, et altro di cercare solo, come si disse,
di poter accompagnare la forza con la velocit, cosa in vero difcilissima; perche dovendosi
un istessa potenza multiplicare in molte, che possino luna doppo laltra alzare, overo portare
un peso, necessario, che similmente si multiplichi il tempo, come per essempio saria se si
dovesse trasportare un peso di mille libre da un luogo allaltro, con la semplice forza dun solo
huomo, il quale ne porter solo una parte che sar cinquanta libre.
5.3 Table 5.3
Difnitione III
Difnitione IIII
Difnitione XIII
Difnitione XIIII
Difnitione XVII
La vertu dun corpo grave se intende, e piglia per quella potentia, che
lui ha da tendere, over di andare al basso, e anchora da resistere al moto
contrario, cioe che il volesse tirar in suso.
Li corpi se dicono de vertu, over potentia, equali, quando che quelli in
tempi eguali di moto pertransiscono spacii eguali.
Un corpo si dice essere piu grave, over men grave dunaltro, secondo il
luoco, over sito, quando che la qualita del luoco dove che lui se riposa, e
giace, lo fa essere piu grave dellaltro anchor che fusseno simplicemente
egualmente gravi.
La gravita dun corpo se dice essere nota, quando che il numero delle libre,
che lui pesa nesia noto, over altra denomination de peso.
Piu obliquo se dice essere quel descenso, dun corpo grave, il quale in una
medesima quantita, capisse manco della linea della direttione, overamente
del descenso retto verso il centro del mondo.
A.5 Chapter 5
Petitione II
Petitione III
Petitione VI
413
Simelmente adimandamo, che ne sia concesso quel corpo, ch di maggior potentia debbia anchora discendere piu velocemente, et nelli moti
contrarii, cioe nelli ascensi, ascendere piu pigramente, dico nella libra.
Anchora adimandamo, che ne sia concesso un corpo grave esser in el discendere tanto piu grave, quanto che il moto di quello piu retto al centro
del mondo.
Anchora adimandamo, che ne sia concesso, niun corpo esser grave in se
medesimo.
III
IIII
VI
VII
VIII
XIIII
XV
5.5 Siano li dui corpi .a.b. e .c. de uno medesimo genere, e sia .a.b. maggiore, e sia la potentia
del corpo .a.b. la .d.e. e quella de corpo .c. la .f. Hor dico che quella proportione, che dal
corpo .a.b. al corpo .c. quella medesima della potentia .d.e. alla potentia .f. Et se possibile
esser altramente (per laversario) sia che la proportione del corpo .a.b. al corpo .c. sia menore di
quella della potentia .d.e. alla potentia .f. Hor sta del corpo .a.b. (maggiore) compreso una parte
eguale al corpo .c. menore, quale sia la parte .a. e perche la vertu, over potentia del composito
composta dalla vertu di componenti. Sia adunque la vertu, over potentia della parte .a. la
.d. e la vertu, over potentia del residuo .b. de necessita sara la restante potentia .e. et perche
414
Appendix. Quotations
la parte .a. tolta egual al .c. la potentia .d. (per il converso della .7. difnitione) sara eguale
alla potentia .f. e la proportione de tutto il corpo .a.b. alla sua parte .a. (per la seconda parte
della .7. del quinto di Euclide) sara, si come quella del medesimo corpo .a.b. al corpo .c. (per
esser .a. egual al .c.) e similmente la proportione della potentia .d.e. alla potentia .f. sara, si
come quella della detta potentia .d.e. alla sua parte .d. (per esser la .d. egual alla .f.). Adunque
la proportione de tutto il corpo .a.b. alla sua parte .a. sara menore di quella di tutta la potentia
.d.e. alla sua parte .d. Adunque eversamente (per la .30. del quinto di Euclide) la proportione
del medesimo corpo .a.b. al residuo corpo .b. sara maggiore di quella di tutta la potentia .d.e.
alla restante potentia .e. la qual cosa saria inconveniente, e contra la opinion dellaversario, il
qual vol che la proportione del maggior corpo al menore sia menore, di quella della sua potentia
alla potentia del detto menore. Adunque destrutto lopposito rimane il proposito.
A.5 Chapter 5
415
detto corpo .g. e pero si vengono ad egualiar in virtu, over potentia, e per tanto quella virtu,
over potentia, che sara atta far ascendere luno de detti dui corpi, cioe tirarlo in suso, quella
medesima sara atta, over sofciente fare ascendere anchora laltro, adunque sel corpo .e.
(per laversario) atto, e sofciente far ascendere il corpo .h .per n in .m. el medesimo
corpo .e.s aria adunque sofciente far ascendere anchora il corpo .g. lui equale, e inequale
declinatione, la qual cosa impossibile per la precedente propositione, adunque il corpo .e.
non sara de maggior virtu del corpo .h. in tali siti, over luochi, ch il proposito.
5.8 Post haec videndum est de ponderibus quae in libra constituuntur. Sit igitur libra, cuius trutina
sit appensa in A, et nis ubi iunguntur latera lancis B, et lanx CD, et manifestum est quod CD
movetur circa B, velut centrum quoddam, quia CD non potest separari ab ipso B: et sit angulus
ABC, et ABD rectus.
5.9 Dico quod pondus in C constitutum erit gravius, quam si lanx collocetur in quocunque alio
loco, ut puto quod constitueretur lanx in F. Ut autem cognoscamus quod C sit gravius in eo situ,
quam in F [] Ideo ergo duplici ratione magis gravabit pondus lance posita ad perpendiculum
cum trutina, quam in quoque alio loco []. Primum igitur sic declaratur. Manifestum est in
stateris, et in his, qui pondera elevant, quod quanto magis pondus ae trutina, eo magis grave
videtur [...] manifestum est, libram quanto magis descendit versus C ex A, tanto gravius pondus
reddere, et eo velocius moveri: at ex C versus Q, contraria ratione pondus reddi levius, et
motum segniorem, quod et experimentum docet.
5.10 Secundum vero sic demonstratur. Quia enim CE est aequalis FG, sumatur CH aequalis CE
[...] igitur BN maior OF, et ideo BM maior OP. Dum igitur libra movetur ex C in E pondus
descendit per BM lineam, seu propinquius centro redditur quam esset in C, et dum movetur
per spatium arcus FG, descenditque per OP, et BM, maior est OP. Igitur supposito etiam quod
in aequali tempore transiret ex C in K, et ex F in G, adhuc velocius descendit ex C, quam ex
F. Igitur gravius est in C, quam in F.
5.11 Quartum subtilitatis exemplum est in trochleis. Sed quia temporum proportio est, ut potentiarum per binos orbiculos, quadruplo per ternos, sexcuplo lentius trahet [...] quo sit ut puer
ille vix in unius hore spacio idem pondus his trochleis trahet, quod sexcuplo robustior vir,
unica, superius existes, levare potest illico fune.
5.12 Propositio quadragesima quinta
Rationem staterae ostendere
Si ergo ponantur loco lineae bd in e et f, et sit proportio e b ad bf, ut g ad h, dico, quod erit
aequilibrium, per eandem enim h movebitur in k, scilicet ut perveniat in rectam a d, si enim
non esset suspensum h, moveretur in recta e h per eandem, quia ergo retinetur, movetur per
obliquam hk, et sumatur in propinquum punctum (m ?) in be, et n in aequali distantia in ef,
quia ergo eb totum movetur eadem vi in singulis partibus, quia a pondere h, et in h movetur
per hk in m per mp, ergo qualis est proportio magnitudinis hk ad mp, talis est vis in mp ad vim
in hk, et ita in b erit pene innita.
5.13 Il centro della grandezza di ciascun corpo un certo punto posto dentro, dal quale se con la
imaginatione sintende esservi appeso il grave, mentre portato sta fermo, et mantiene quel
sito, che egli haveva da principio, ne in quel portamento si v rivolgendo. Questa difnitione del
centro della gravezza insegn Pappo Alessandrino nellottavo libro delle raccolte Matematiche.
Ma Federico Commandino nel libro del centro della gravezza de corpi solidi dichiar listesso
centro in questa maniera descrivendolo: Il centro della gravezza di ciascuna gura solida
quel punto posto dentro, dintorno al quale le parti di momenti eguali da ogni parte si fermano.
Peroch se per tale centro sar condotto un piano, che seghi in qual si voglia modo la gura,
sempre la divider in parti che peseranno egualmente.
416
Appendix. Quotations
5.14 La bilancia egualmente distante dallorizzonte, et che habbia nelle stremit pesi eguali, et
ugualmente distanti dal centro collocato in essa bilancia. Se ella indi sar mossa, o non, dunque
ella sar lasciata, rimarr.
[]
Dico primariamente, che la bilancia DE non si muover, et rimarr in quel sito. Hor percioche
pesi AB sono eguali, sar il centro della grandezza della magnitudine composta delli due pesi
A et B in C. Per la qual cosa listesso punto C sar il centro della bilancia, et il centro della
gravezza di tutto il peso. Et percioche il centro della bilancia che C, mentre la bilancia A B
insieme co pesi si muove in DE, rimane immobile, non si muover ne anche il centro della
gravezza, che listesso C.
5.15 Hor perche dicono che il peso posto in D in quel sito pi grave del peso posto in E nellaltro
sito dal basso: mentre i pesi sono in DE, non sar il punto C pi centro della grandezza, imperoch non stanno fermi se sono attaccati al C, ma sar nella linea CD per la terza del primo
di Archimede delle cose, che pesano ugualmente. Non sar gi nella CE per essere il peso D
pi grave del peso E: sia dunque in H, nel quale se saranno attaccati, rimaranno. Et percioche
il centro della gravezza de pesi congiunti in AB st nel punto C: ma de pesi posti in DE il
punto H: mentre dunque i pesi AB si muovono in DE, il centro della grandezza C moverassi
verso D, et sappresser pi da vicino al D, il che impossibile, per mantenere i pesi una
medesima distanza fra loro: peroche il centro della gravezza di ciascun corpo st sempre nel
medesimo sito per rispetto al suo corpo.
5.16 Pongansi le cose istesse, et da i punti DE siano tirate le linee DHEK a piombo dellorizonte, et
sia unaltro cerchio LDM, il cui centro sia N, il quale tocchi FDG nel punto D, et sia eguale ad
FDG. [] Ma la proportione dellangolo MHD allangolo HDG minore di qual si voglia altra
proportione, che si trovi tr la maggiore, et minore quantit: Adunque la proportione de i pesi
DE sar la minima di tutte le proportioni, anzi non sar quasi neanche proportione, essendo
la minima di tutte le proportioni. [] dalle quali troveremo sempre la proportione minore in
innito: et cos segue, che la proportione del peso posto in D al peso posto in E non sia tanto
picciola, che non si possa ritrovarla sempre minore in innito. Et perche langolo MDG si
puote dividere in innito, si potr anche dividere quel pi di grandezza che ha il D sopra lo E
in innito.
5.17 Percioche il peso posto in L libero, et sciolto si muoverebbe verso il centro del mondo per LS,
et il peso posto in D per DS . Ma perche il peso messo in L grava tutto sopra LS, et quello che
in D sopra DS, il peso in L graver pi sopra la linea CL, che quello, che sta in D sopra la linea
DC. Adunque la linea CL sosterr pi il peso, che la linea CD, et nel mondo istesso quanto pi il
peso sar da presso ad F, si dimostrer pi esser sostenuto dalla linea CL per cotesta cagione,
peroche sempre langolo CLS sarebbe minore, la qual cosa etiandio manifesta; perch se
le linee CKL, et LS sincontrassero in una linea, il che aviene in FCS, allhora la linea CF
sosterrebbe tutto il peso, che in F, et lo renderebbe immobile, n havrebbe niuna gravezza in
tutto nella circonferenza del cerchio.
5.18 Se dunque il peso posto in E pi grave del peso posto in D, la bilancia DE non star giamai in
questo sito, la qual cosa noi habbiamo proposto di mantenere, ma si mover in FG. Alle quali
cose rispondiamo che importa assai, se noi consideriamo i pesi overo in quanto sono separati
luno dallaltro, overo in quanto sono tra loro congiunti: perche altra la ragione del peso posto
in E senza il congiungimento del peso posto in D, et altra di lui con laltro peso congiunto, si
fattamente che luno senza laltro non si possa movere. Imperoche la diritta, et naturale discesa
dal peso posto in E, in quanto egli senza altro congiungimento di peso, si fa per la linea ES,
ma in quanto egli congiunto col peso D, la sua naturale discesa non sar pi per la linea ES,
ma per una linea egualmente distante da CS percioche la magnitudine comporta de i pesi ED,
et della bilancia DE il cui centro della gravezza C, se in nessun luogo non sar sostenuta, si
muover naturalmente in gi nel modo che si trova, secondo la grandezza del centro per la linea
diritta tirata dal centro della gravezza C al centro del mondo S, nche il centro C pervenga nel
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centro S [] Ma se i pesi posti in ED sono lun laltro fra se congiunti, et gli considereremo
in quanto sono congiunti, sar la naturale inclinazione del peso posto in E per la linea MEK,
percioche la gravezza dellaltro peso posto in D fa si, che il peso posto in E non gravi sopra
la linea ES, ma nella EK. Il che fa parimente la gravezza del peso posto in E, cio, chel peso
posto in D non gravi per la linea reta DS, ma secondo DH impedirsi ambedue luno laltro, che
non vadino a propri luoghi []. Adunque il peso posto in D non mover in su il peso posto
in E. Dalle quali cose segue che i pesi posti in DE, in quanto tra loro sono congiunti, sono
egualmente gravi.
5.19 Sia la leva AB, il cui sostegno C, et sia il peso D attaccato al punto B, et sia la possanza in
A movente il peso D con la leva AB. Dico lo spatio della possanza in A allo spatio del peso
essere cosi come CA CB.
Ma sia la leva AB il cui sostegno B, & la possanza movente in A, & il peso in C. Dico lo spatio
della possanza mossa allo spatio del peso trasportato essere, come BA a BC.
5.20 Corollario
Da queste cose manifesto, che maggiore proportione ha lo spatio della possanza, che move
allo spatio del peso mosso, che il peso alla medesima possanza. Percioche lo spatio della possanza allo spatio del peso ha la medesima proportione, che il peso alla possanza, che sostiene il
detto peso. Ma la possanza, che sostiene minore della possanza che move, per il peso havr
proportione minore alla possanza che lo move, che alla possanza, che lo sostiene. Lo spatio
dunque della possanza che move allo spatio del peso haur proportione maggiore, che il peso
allistessa possanza.
5.21 Proportio ponderis in C ad idem pandus in F erit quemadmodum totius brachii .BC. ad partem
.B.U.
5.22 Ad cuius rei evidentiam imaginemur lum .F.u. perpendiculare, & in cuius extremo .U. pendere
pondus, quod erat in .F. unde clarum erit quod eundem effectum gignet, ac si fuisset in .F. []
Idem assero si brachium esset in situ .e.B. [] Quia tantum est quod ipsum sit appensum lo Q
pendet ab .u. quantum quod ab ipso liberum appensum fuisset .e. brachii .B.e. & hoc procederet
ab eo quod partim penderet a centro .B. & si brachii esset in situ .B.Q. totum pondus centro .B.
remaneret appensum, quem admodum in situ B.A. totum dicto centrum anniteretur.
5.23 Et quamuis appellem latus .BC. orizontale, supponens illud angulum rectum cum .C.O: facere,
unde angulus C.B.Q. sit ut minor sit rector, ob quantitatem unius anguli equals ei, quem duae
.C.O. et B.Q. in centro regionis elementaris constitutu, hoc tamen nihil refert, cum dictus angulus insensibilis sit magnitudinem.
5.24 Ex iis quae nobis hucusque sunt dicta, facile intelligi potest, quantitatis B.u. quae fere perpendicularis es a centro .B. ad lineam .F.u. inclinationis, ea est, quae non ductis in cognitionem
quantitatis virtutis ipsius F in huiusmodi situ constituens videlicet linea .F.u. cum brachio .F.B.
angulum acutum.
5.25 Ut hoc tamen melius intelligamus, imaginemur libram .b.o.a. xam in centro .o. ad cuius extrema sint appensa duo pondera, aut duae virtutes moventes .e. et .c. ita tamen, linea inclinationis .e. idest .be. faciat angulum rectum cum .o.b. in puncto .b. linea vero inclinationis .c.
idest .a.c. faciat angulum acutum, aut obtusum cum .o.a. in puncto .a. Imaginemur ergo lineam .o.t. perpendicularem lineae .c.a. inclinationis [] secetur deinde imaginatione .o.a. in
puncto .i. ita ut .o.i. aequalis. sit .o.t. & puncto .i. appensum sit a pondus aequale ipsi .c. cuius
inclinationis linea parallela sit linea inclinationis ponderis .e. supponendo tamen pondus aut
virtutem .c. ea ratione maiorem esse ea, quae est .e. qua .b.o. maior est .o.t. absque dubio ex 6
lib. primi Archi. de ponderibus .b.o.i. non movebitur situ, sed si loco .o.i. imaginabimur .o.t.
consolidatam cum .o.b. & per lineam .t.c. attractam virtute .c. similiter quoque contingent ut
.b.o.t.; communi quadam scientiam, non moveatur situ.
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Appendix. Quotations
5.26 Sed in secunda parte quinte propositionis non videt vigore situs eo modo, quo ipse disputat,
nulla elicitur ponderis differentia quia si corpus .B. descendere debet per arcum .IL. corpus .A.
ascendere debet per arcum .V.S. Haec autem quinta propositio Tartalea est secunda quaestio a
Iordano proposita.
5.27 Momento la propensione di andare al basso, cagionata non tanto dalla gravit del mobile,
quanto dalla disposizione che abbino tra di loro diversi corpi gravi; mediante il qual momento
si vedr molte volte un corpo men grave contrapesare un altro di maggior gravit: come nella
stadera si vede un picciolo contrapeso alzare un altro peso grandissimo, non per eccesso di
gravit, ma s bene per la lontananza dal punto donde viene sostenuta la stadera; la quale,
congiunta con la gravit del minor peso, gli accresce momento ed impeto di andare al basso, col
quale pu eccedere il momento dellaltro maggior grave. dunque il momento quellimpeto di
andare al basso, composto di gravit, posizione e di altro, dal che possa essere tal propensione
cagionata.
5.28 Momento, appresso i meccanici, signica quella virt, quella forza, quella efcacia, con la
quale il motor muove e l mobile resiste; la qual virt depende non solo dalla semplice gravit,
ma dalla velocit del moto, dalle diverse inclinazioni degli spazii sopra i quali si fa il moto,
perch pi fa impeto un grave descendente in uno spazio molto declive che in un meno.
Il secondo principio , che il momento e la forza della gravit venga accresciuto dalla velocit
del moto: s che pesi assolutamente eguali, ma congiunti con velocit diseguali, sieno di forza,
momento e virt diseguale, e pi potente il pi veloce, secondo la proporzione della velocit
sua alla velocit dellaltro. Di questo abbiamo accomodatissimo esemplo nella libra o stadera
di braccia disuguali, nelle quali posti pesi assolutamente eguali, non premono e fanno forza
egualmente, ma quello che nella maggior distanza dal centro, circa il quale la libra si muove,
sabbassa sollevando laltro, ed il moto di questo che ascende, lento e laltro veloce: e tale
la forza e virt che dalla velocit del moto vien conferita al mobile che la riceve, che ella
pu compensare altrettanto peso che allaltro mobile pi tardo fosse accresciuto; s che, se
delle braccia della libra uno fosse dieci volte pi lungo dellaltro, onde nel muoversi la libra
circa il suo centro, lestremit di quello passasse dieci volte maggiore spazio che lestremit di
questo, un peso posto nella maggiore distanza potr sostenerne ed equilibrarne un altro dieci
volte assolutamente pi grave che non egli ; e ci perch, muovendosi la stadera, il minor
peso si moveria dieci volte pi velocemente che laltro.
5.29 Avendo noi mostrato come i momenti di pesi diseguali vengono pareggiati dallessere sospesi
contrariamente in distanze che abbino la medesima proporzione, non mi pare di doversi passar con silenzio unaltra congruenza e probabilit, dalla quale ci pu ragionevolmente essere
confermata la medesima verit. Per che, considerisi la libra AB divisa in parti diseguali nel
punto C, ed i pesi, della medesima proporzione che hanno le distanze BC, CA, alternatamente
sospesi dalli punti A, B: gi manifesto come luno contrapeser laltro, e, per conseguenza,
come, se a uno di essi fusse aggiunto un minimo momento di gravit, si moverebbe al basso
innalzando laltro; s che, aggiunto insensibile peso al grave B, si moveria la libra discendendo
il punto B verso E, ed ascendendo laltra estremit A in D. E perch, per fare descendere il
peso B, ogni minima gravit accresciutagli bastante, per, non tenendo noi conto di questo
insensibile, non faremo differenza dal poter un peso sostenere un altro al poterlo movere. Ora,
considerisi il moto che fa il grave B, discendendo in E, e quello che fa laltro A, ascendendo
in D; e troveremo senza alcun dubbio, tanto essere maggiore lo spazio BE dello spazio AD,
quanto la distanza BC maggiore della CA; formandosi nel centro C due angoli, DCA ed
ECB, eguali per essere alla cima, e, per conseguenza, due circonferenze, BE, AD, simili, e
aventi tra di s listessa proporzione delli semidiametri BC, CA, dai quali vengono descritte.
Viene adunque ad essere la velocit del moto del grave B, discendente, tanto superiore alla velocit dellaltro mobile A, ascendente, quanto la gravit di questo eccede la gravit di quello;
n potendo essere alzato il peso A in D, bench lentamente, se laltro grave B non si muove in
E velocemente, non sar maraviglia, n alieno dalla costituzione naturale, che la velocit del
moto del grave B compensi la maggior resistenze del peso A, mentre egli in D pigramente si
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muove e laltro in E velocemente descende. E cos, allincontro, posto il grave A nel punto D e
laltro nel punto E, non sar fuor di ragione che quello possa, calando tardamente in A, alzare
velocemente laltro in B, ristorando, con la sua gravit, quello che per la tardit del moto viene
a perdere. E da questo discorso possiamo venire in cognizione, come la velocit del moto sia
potente ad accrescere momento nel mobile, secondo quella medesima proporzione con la quale
essa velocit di moto viene augumentata.
5.30 Tal ragguagliamento tra la gravit e la velocit si ritrova in tutti gli strumenti meccanici, e fu
considerato da Aristotele nelle sue Questioni meccaniche: onde noi ancora possiamo prender
per verissimo assunto che pesi assolutamente diseguali, alternativamente si contrappesano e si
rendono di momenti uguali, ogni volta che le loro gravit con proporzione contraria rispondono
alle velocit dei lor moti.
5.31 Unaltra cosa, prima che pi oltre si proceda, bisogna che sia considerata; e questa intorno
alle distanze, nelle quali i gravi vengono appesi: per ci che molto importa il sapere come
sintendano distanze eguali e diseguali, ed in somma in qual maniera devono misurarsi. [...]
Ma se, elevando la linea CB e girandola intorno al punto C, sar trasferita in CD, s che la
libra resti secondo le due linee AC, CD, gli due eguali pesi pendenti dai termini A, D non pi
peseranno egualmente sopra il punto C; perch la distanza del peso posto in D fatta minor
di quello che era mentre si ritrovava in B. Imper che, se considereno le linee per le quali i
detti gravi fanno impeto, e discenderebbono quando liberamente si movessero, non dubbio
alcuno che sariano le linee AG, DF, BH: fa dunque momento ed impeto il peso pendente dal
punto D secondo la linea DF; ma quando pendeva dal punto B, faceva impeto nella linea BH;
e perch essa linea DF pi vicina al sostegno C di quello che faccia linea BH, perci doviamo
intendere, gli pesi pendenti dalli punti A, D non essere in distanze eguali dal punto C, ma s
bene quando saranno constituiti secondo la linea retta ACB.
5.32 E per amplissima confermazione e pi chiara esplicazione di questo medesimo, considerisi la
presente gura (e, sio non minganno, potr servire per cavar derrore alcuni meccanici prattici, che sopra un falso fondamento tentano talora imprese impossibili), nella quale al vaso
larghissimo EIDF, vien continuata langustissima canna ICAB, ed intendasi in essi infusa
lacqua sino al livello LGH; la quale in questo stato si quieter, non senza meraviglia di alcuno,
che non capir cos subito come esser possa, che il grave carico della gran mole dellacqua
GD, premendo abbasso, non sollevi e scacci la piccola quantit dellaltra contenuta dentro alla
canna CL, dalla quale gli vien contesa ed impedita la scesa. Ma tal meraviglia cesser, se noi
cominceremo a ngere lacqua GD essersi abbassata solamente sino a QO, e considereremo
poi ci che aver fatto lacqua CL. la quale, per dar luogo allaltra che si scemata dal livello
GH sino al livello QO, dover per necessit essersi nellistesso tempo alzata dal livello L sino
in AB, ed esser la salita LB tanto maggiore della scesa GQ, quant lampiezza del vaso GD
maggiore della larghezza della canna LC, che in somma quanto lacqua GD pi della LC.
Ma essendo che il momento della velocit del moto in un mobile compensa quello della gravit di un altro, qual meraviglia sar se la velocissima salita della poca acqua CL resister alla
tardissima scesa della molta GD?
5.33 SAGR. Ma credete voi che la velocit ristori per lappunto la gravit? Cio che tanto sia il
momento e la forza di un mobile verbigrazia, di quattro libbre di peso, quanto quella di un di
cento, qualunque volta quello avesse cento gradi di velocit e questo quattro gradi solamente?
SALV. Certo s, come io vi potrei con molte esperienze mostrare: ma per ora bastivi la confermazione di questa sola della stadera, nella quale voi vedrete il poco pesante romano allora
poter sostenere ed equilibrare la gravissima balla, quando la sua lontanaza dal centro sopra il
quale si sostiene e volgesi la stadera, sar tanto maggiore dellaltra minor distanza dalla quale
pende la balla, quanto il peso assoluto della balla maggior di quel del romano. E di questo non
poter la gran balla co l suo peso sollevar il romano, tanto men grave, altra non si vede poter
esser cagione che la disparit de i movimenti che e quella e questo far dovrebbero, mentre la
balla con labbassarsi di un sol dito facesse alzare il romano di cento dita.
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Appendix. Quotations
5.34 SAGR. Voi ottimamente discorrete, e non mettete dubbio alcuno nel concedere, che per piccola
che sia la forza del movente, superer qualsivoglia gran resistenza, tutta volta che quello pi
avanzi di velocit, chei non cede di vigore e gravit. Or venghiamo al caso della corda: e
segnando un poco di gura, intendete per ora, questa linea ab, passando sopra i due punti ssi
e stabili a, b, aver nelle estremit sue pendenti, come vedete, due immensi pesi c, d, li quali,
tirandola con grandissima forza, la facciano star veramente tesa dirittamente, essendo essa una
semplice linea, senza veruna gravit. Or qui vi soggiungo e dico, che se dal mezzo di quella, che
sia il punto e, voi sospenderete qualsivoglia piccolo peso, quale sia questo h, la linea ab ceder,
ed inclinandosi verso il punto f, ed in consequenza allungandosi, costringer i due gravissimi
pesi c, d a salir in alto: il che in tal guisa vi dimostro. Intorno a i due punti a, b, come centri,
descrivo 2 quadranti, eig, elm; ed essendo che li due semidiametri ai, bl sono eguali alli due
ae, eb, gli avanzi , saranno le quantit de gli allungamenti delle parti af, fb sopra le ae, eb,
ed in conseguenza determinano le salite de i pesi c, d, tutta volta per che il peso h avesse
auto facolt di calare in f: il che allora potrebbe seguire, quando la linea ef, che la quantit
della scesa di esso peso h, avesse maggior proporzione alla linea , che determina la salita de
i due pesi c, d che non ha la gravit di amendue essi pesi alla gravit del peso h. Ma questo
necessariamente avverr, sia pur quanto si voglia massima la gravit de i pesi c, d, e minima
quella dellh.
5.35 Dei quali inganni parmi di avere compreso essere principalmente cagione la credenza, che i
detti arteci hanno avuta ed hanno continuamente, di poter con poca forza muovere ed alzare
grandissimi pesi, ingannando, in un certo modo, con le loro machine la natura; instinto della
quale, anzi fermissima constituzione, che niuna resistenza possa essere superata da forza, che
di quella non sia pi potente. La quale credenza quanto sia falsa, spero con le dimostrazioni
vere necessarie, che averemo nel progresso, di fare manifestissimo.
[]
Ora, assegnata qual si voglia resistenza determinata, e limitata qualunque forza, e notata qualsivoglia distanza, non dubbio alcuno, che sia per condurre la data forza il dato peso alla
determinata distanza; perci che, quando bene la forza fusse picciolissima, dividendosi il peso
in molte particelle, ciascheduna delle quali non resti superiore alla forza, e tranferendosene
una per volta. Avr nalmente condotto tutto il peso allo statuito termine: n per nella ne
delloperazione si potr con ragione dire, quel gran peso essere stato mosso e traslato da forza
minore di s, ma s bene da forza la quale pi volte aver reiterato quel moto e spazio, che una
sol volta sar stato da tutto il peso misurato. Dal che appare, la velocit della forza essere stata
tanta volte superiore alla resistenza del peso, quante esso peso superiore alla forza; poich
in quel tempo nel quale la forza movente ha molte volte misurato lintervallo tra i termini del
moto, esso mobile viene ad aver passato una sol volta: n perci si deve dire, essersi superata gran resistenza con piccola forza, fuori della costituzione della natura. Allora solamente si
potria dire, essersi superato il naturale instituto, quando la minor forza trasferisse la maggiore
resistenza con pari velocit di moto, secondo il quale essa cammina; il che assolutamente affermiamo essere impossibile a farsi con qual si voglia machina, immaginata o che immaginar
si possa. Ma perch potria tal ora avvenire che, avendo poca forza, ci bisognasse muovere un
gran peso tutto congiunto insieme, senza dividerlo il pesi, in questa occasione sar necessario
ricorrere alla machina: col mezzo della quale si trasferir il peso proposto nellassegnato spazio
dalla data forza.
[]
E questa deve essere per una delle utilit che dal mecanico si cavano, annoverata: perch invero
spesse volte occore che, avendo scarsit di forza, ma non di tempo, ci occorre muovere gran
pesi tutti unitamente. Ma ci sperasse e tentasse, per via di machine far listesso effetto senza
crescere tardit al mobile, questo certamente rimarr ingannato, e dimostrer di non intendere
la natura delli strumenti mecanici e le ragioni delli effetti loro.
5.36 E qui si deve notare (il che anco a suo luogo si ander avvertendo intorno a tutti gli altri strumenti mecanici) che la utilit, che si trae da tale strumento, non quella che i volgari mecanici
si persuadono, ci che si venga a superare, ed in un certo modo ingannare, la natura, vincendo
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con piccola forza una resistenza grandissima con lintervento del vette; perch dimostreremo,
che senza laiuto della lunghezza della lieva si saria, con la medesima forza, dentro al medesimo tempo, fatto il medesimo effetto. Imper che, ripigliando la medesima lieva BCD, della
quale sia C il sostegno, e la distanza CD pongasi, per esempio, quintupla alla distanza CB, e
mossa la lieva sin che pervenga al sito ICG, quando la forza avr passato lo spazio DI, il peso
sar stato mosso dal B in G; e perch la distanza DC si posta esser quintupla dellaltra CB,
manifesto, dalle cose dimostrate, poter essere il peso, posto in B, cinque volte maggiore della
forza movente, posta in D. Ma se, allincontro, porremo mente al camino che fa la forza da
D in I, mentre che il peso vien mosso da B in G, cognosceremo parimente il viaggio DI esser
quintuplo allo spazio BG: in oltre, se piglieremo la distanza CL eguale alla distanza CB, posta
la medesima forza, che fu in D, nel punto L, e nel punto B la quinta parte solamente del peso
che prima vi fu messo, non alcun dubbio, che, divenuta la forza in L eguale a quasto peso in
B, ed essendo eguali le distanze LC, CB, potr la detta forza, mossa per lo spazio LM, trasferire
il peso a s uguale per laltro eguale intervallo BG; e che reiterando cinque volte questa medesima azione, trasferir tutte le parti del detto peso al medesimo termine G. Ma il replicare lo
spazio ML niente per certo di pi o di meno che il misurare una sol volta lintervallo DI,
quintuplo di esso LM: adunque il trasferire il peso da B in G non ricerca forza minore, o minor
tempo, o pi breve viaggio, se quella si ponga in D, di quello che faccia di bisogno quando la
medesima fosse applicata in L. Ed insomma il commodo, che si acquista dal benezio della
lunghezza della lieva CD, non altro che il potere muovere tutto insieme quel corpo grave, il
quale dalla medesima forza, dentro al medesimo tempo, con moto eguale, non saria, se non in
pezzi, senza il benezio delle vette, potuto condursi.
5.37 Finalmente non da passare sotto silenzio quella considerazione, la quale da principio si disse
esser necessaria davere in tutti glinstrumenti mecanici: cio, che quanto si guadagna di forza
per mezo loro, altrettanto si scapita nel tempo e nella velocit. Il che per avventura non potria
parere ad alcuno cos vero e manifesto nella presente speculazione; anzi pare che qui si mutliplichi la forza senza che il motore si muova per pi lungo viaggio che il mobile. Essendo che
se intenderemo, nel triangolo ABC la linea AB essere il piano dellorizonte, AC piano elevato,
la cui altezza sia misurata dalla perpendicolare CB, un mobile posto sopra il piano AC, e ad
esso legata la corda ADF, e posta in F una forza o un peso, il quale alla gravit del peso E
abbia la medesima proporzione che la linea BC alla CA; per quello che s dimostrato, il peso
F caler al basso tirando sopra il piano elevato il mobile E, n maggior spazio misurer detto
grave F nel calare al basso di quello che si misuri il mobile E sopra la linea AC.
5.38 Ma qui per si deve avvertire che, se bene il mobile E aver passata tutta la linea AC nel tempo
medesimo che laltro grave F si sar per eguale intervallo abbassato, niente di meno il grave E
non si sar discostato dal centro comune delle cose gravi pi di quello che sia la perpendicolare
CB; ma per il grave F, discendendo a perpendicolo, si sar abbassato per spazio eguale a tutta
la linea AC. E perch i corpi gravi non fanno resistenza a i moti transversali, se non in quanto
in essi vengono a discostarsi dal centro della terra, per, non sessendo il mobile E in tutto il
moto AC alzato pi che sia la linea CB, ma laltro F abbassato a perpendicolo quanto tutta la
lunghezza AC, per potremo meritamente dire, il viaggio della forza F al viaggio della forza E
mantenere quella istessa proporzione, che ha la linea AC alla CB, cio il peso E al peso F. Molto
adunque importa il considerare per quali linee si facciano i moti, e massime ne i gravi inanimati:
dei quali i momenti hanno il loro total vigore e la intiera resistenza nella linea perpendicolare
allorizonte; e nellaltre, trasversalmente elevate o inchinate, servono solamente quel pi o
meno vigore, impeto, o resistenza, secondo che pi o meno le dette inclinazioni savvicinano
alla perpendicolar elevazione.
5.39 Il che avendo dimostrato, faremo passaggio alle taglie, e descrivendo la girella inferiore ACB,
volubile intorno al centro G, e da essa pendente il peso H, segneremo laltra superiore EF;
avvolgendo intorno ad ambedue la corda DFEACBI, di cui il capo D sia fermato alla taglia
inferiore, ed allaltro I sia applicata la forza; la quale dico che, sostenendo o movendo il peso
H, non sentir altro che la terza parte della gravit di quello. Imper che, considerando la
422
Appendix. Quotations
struttura di tal machina, vederemo il diametro AB tener il luogo di una lieva, nel cui termine
B viene applicata la forza I, nellaltro A posto il sostegno, dal mezzo G posto il grave H, e
nellistesso luogo applicata unaltra forza D; s che il peso vien fermato dalle tre corde IB, FD,
EA, le quali con eguale fatica sostengono il peso. Or, per quello che di gi si speculato, sendo
le due forze eguali D, B applicate luna al mezzo del vette AB, e laltra al termine estremo B,
manifesto ciascheduna di esse non sentire altro che la terza parte del peso H: adunque la
potenza I, avendo momento eguale al terzo del peso H, potr sostenerlo e muoverlo. Ma per
il viaggio della forza I sar triplo al camino che far il peso, dovendo la detta forza distendersi
secondo la lunghezza delle tre corde IB, FD, EA, delle quali una sola misurer il viaggio del
peso.
5.40 la presente speculazione stata tentata ancora da Pappo Alessandrino nel8 libro delle sue
Collezioni Matematiche; ma, per mio avviso, non ha toccato lo scopo, e si abbagliato [].
Intendasi dunque il cerchio AIC, ed in esso il diametro ABC, ed il centro B, e due pesi eguali
momenti nelle estremit A, C; s che, essendo la linea AC un vette o libra mobile intorno al
centro B, il peso C verr sostenuto dal peso A. Ma se cimmagineremo il braccio della libra BC
essere inchinato a basso secondo la linea BF, in guisa tale per che le due linee AB, BF restino
salde insieme nel punto B, allora il momento del peso C non sar pi eguale al momento del
peso A, per esser diminuita la distanza del punto F dalla linea della direzione che dal sostegno
B, secondo la BI, va al centro della terra. Ma se tireremo dal punto F una perpendicolare alla
BC, quale la FK, il momento del peso in F sar come se pendesse dalla linea KB.
5.41 Vedesi dunque come, nellinclinare a basso per la circonferenza CFLI il peso posto nellestremit della linea BC, viene a scemarsi il suo momento ed impeto dandare a basso di mano in
mano pi, per esser sostenuto pi e pi dalle linee BF, BL.
[]
Se dunque sopra il piano HG il momento del mobile si diminuisce dal suo totale impeto, quale
ha nella perpendicolare DCE, secondo la proporzione della linea KB alla linea BC o BF; essendo, per la similitudine de i triangoli KBF, KFH, la proporzione medesima tra le linee KF,
FH che tra le dette KB, BF, concluderemo, il momento integro ed assoluto che ha il mobile
nella perpendicolare allorizzonte, a quello che ha sopra il piano inclinato HF, avere la medesima proporzione che la linea HF alla linea FK, cio che la lunghezza del piano inclinato alla
perpendicolare che da esso cascher sopra lorizonte. S che, passando a pi distinta gura,
quale la presente, il momento di venire al basso che ha il mobile sopra il piano inclinato FH,
al suo totale momento, con lo qual gravita nella perpendicolare allorizonte FK, ha la medesima proporzione che essa linea KF alla FH. E se cos , resta manifesto che, s come la forza
che sostiene il peso nella perpendicolare FK deve essere ad esso eguale, cos per sostenerlo nel
piano inclinato FH baster che siano tanto minore, quanto essa perpendicolare FK manca dalla
linea FH. E perch, come altre volte s avvertito, la forza per muover il peso basta che insensibilmente superi quella che lo sostiene, per concluderemo questa universale proposizione:
sopra il piano elevato la forza al peso avere la medesima proporzione, che la perpendicolare
dal termine del piano tirata allorizonte, alla lunghezza desso piano.
A.6 Chapter 6
423
A.6 Chapter 6
6.1 Ex ijs omnibus, quae hactenus de centro gravitatis dicta sunt, perspicuum est, unum quod [que]
grave in eius centro gravitatis proprie gravitare, veluti nomen ipsum centri gravitatis idipsum
manifeste praeseferre videtur. ita ut tota vis, gravitasque ponderis in ipso gravitatis centro
coacervata, collectaque esse, ac tanquam in ipsum undique uere videatur.
Nam ob gravitatem pondus in centrum universi naturaliter pervenire cupit; centrum vero gravi
tatis (exdictis) est id, quod proprie in centrum mundi tendit. in centro igitur gravitatis pondus proprie gravitat. Praeterea quando aliquod pondus ab aliqua potentia in centro gravitatis
sustinetur; tunc pondus statim manet, totaque ipsius ponderis gravitas sensu percipitur. quod
etiam contingit, si susteneatur pondus in aliquo puncto, a quo per centrum gravitatis ducta recta
linea in centrum mundi tendat. hoc nam [que] modo idem est, ac si pondus in eius centro gravitatis proprie sustineretur. Quod quidem non contingit, si sustineatur pondus in alio puncto.
ne [que] enim pondus manet, quin potius antequam ipsius gravitas percipi possit, vertitur uti
[que] pondus, donec similiter a suspensionis puncto ad centrum gravitatis ducta recta linea in
universi centrum recto tramite feratur.
6.2 Dicimus autem centrum gravitatis uniuscuiusque corporis punctum quoddam intra positum, a
quo si grave appensum mente concipiatur, dum fertur quiescit; et servat eam, quam in principio
habebat positionem: neque in ipsa latione circumvertitur.
6.3 Centrum gravitatis uniuscuiusque solidae gurae est punctum illud intra positum, circa quod
undique partes aequalium momentorum consistunt. Si enim per tale centrum ducatur planum
guram quomodocunque secans semper in partes aequeponderantes ipsam dividet.
6.4 Poich, s come impossibile che un grave o un composto di essi si muova naturalmente allin
su, discostandosi dal comun centro verso dove conspirano tutte le cose gravi, cos impossibile
che egli spontaneamente si muova, se con tal moto il suo proprio centro di gravit non acquista
avvicinamento al sudetto centro comune.
6.5 Suppositiones, et denitiones
I. Ponatur eam esse centri gravitatis naturam, ut magnitudo libere suspensa ex quolibet sui
puncto nunquam quiescat nisi cum centrum gravitatis ad inmum suae sphaerae punctum pervenerit.
VI. Aequalia gravia ex aequalibus distantijs aequiponderant, sive libra ad horizontem parallela fuerit, sive inclinata. Et gravia eandem reciproce rationem habentia, quam distantiae,
aequiponderant, sive libra sit ad horizontem parallela, sive inclinata.
6.6 Vulgatissima est etiam apud gravissimos viros obiectio illa, videlicet. Archimedem supposuisse aliquod falsum, dum la magnitudinum ex libra pendentium consideravit tanquam inter
se parallela, cum tamen re vera in ipso terrae centro concurrere debeant. Ego vero, (quod pace
clarissimorum virorum dictum sit) crediderim fundamentum Mecanicum longe alia ratione
esse considerandum. Concedo si Fisicae magnitudines ad libram libere suspendantur, quod la
materialia suspensionum convergentia erunt; quandoquidem singula ad centrum terrae respiciunt. Verum tamen si eadem libra, licet corporea, consideretur non in supercie terrae, sed in
altissimis regionibus utra orbem solis; tum la (dummodo adhuc ad terrae centrum respiciant)
multo minus convergentia inter se erunt; sed quasi aequidistantia. Concipiamus iam ipsam libram Mecanicam ultra stellatam libram rmamenti in innitam distantiam esse provectam;
quis non intelligit la suspensionum iam non amplius convergentia, sed exacte parallela fore?
6.7 Tunc itaque falsum dici poterit fundamentum Mecanicum, nempe la librae parallela esse,
quando magnitudines ad libram appensae Fisicae sint, realesque, et ad terrae centrum conspirantes. Non autem falsum erit, quando magnitudines (sive abstractae, sive concretae sint)
non ad centrum terrae, neque ad aliud punctum propinquum librae respiciant; sed ad aliquod
punctum innite distans connitantur.
424
Appendix. Quotations
6.8 Non me latet auctorum controversiam, circa libram inclinatam, an redeat, maneatve supponere
centra magnitudinum in ipsa libra esse collocata [il corsivo nostro]. Nos tamen, quia in libello,
semper considerabimus magnitudines infra libram appensas, maluimus rei nostrae servire,
quam aliorum controversiae demonstrationem accomodare.
6.9 Quando noi ammettiamo che i pesi della libbra abbiano inclinazione verso il centro della Terra
[] ne seguir che non ci sia libbra orizzontale con braccia disuguali e con pesi in reciproca
proporzione della lunghezza delle braccia, sicch detti pesi facciano equilibrio.
6.10 Ora posto che B guri il centro, ed AC una Libbra di braccia uguali con due pesi uguali nelle
estremit A, C, i cui momenti o gravit son misurate dalle perpendicolari DF, DE, siccome
dichiara Giov. Battista de Benedetti nel suo libro Delle speculazioni matematiche, capitolo
III ovvero IV; ne segue che il momento del peso in A, al momento del peso in C, sia reciprocamente come la retta BC alla retta AB, cio reciprocamente come la distanza dei pesi dal
centro della Terra. E qui abbiamo, non solamente che il peso pi vicino al centro, mentre
nella Libbra, pesa pi del meno vicino, ma sappiamo ancora in qual proporzione pi pesa.
6.11 Propositio II
Momenta gravium aequalium super planis inaequaliter inclinatis, eandem tamen elevationem
habentibus, sunt in reciproca ratione cum longitudinibus planorum.
6.12 Scio Galileum ultimis vitae suae annis suppositionem illam demonstrare conatum, sed quia
ipsius argomentatio cum lib. de Motu edita non est pauca haec de momentis gravium libello
nostro praegenda duximus; ut appareat quod Galilei suppositio demonstrari potest, et quidem
immediate ex illo Theoremate quod pro demonstrato ex Mechanicis ipse desumit in secunda
parte sextae Propositionis de motu accelerato, videlicet., esse inter se ut sunt perpendicula
partium aequalium eorumdem planorum.
6.13 Praemittimus
Duo gravia simul coniuncta ex se moveri non posse, nisi centrum commune gravitatis ipsorum
descendat. Quando enim duo gravia ita inter se coniuncta fuerint, ut ad motum unius motus
etiam alterius consequatur, erunt duo illa gravia tamquam grave unum ex duobus compositum,
sive id libra at, sive trochlea, sive qualibet alia Mechanica ratione, grave autem huiusmodi
non movebitur unquam, nisi centrum gravitatis ipsius descendat. Quando vero ita constitutum
fuerit ut nullo modo commune ipsius centrum gravitatis descendere possit, grave penitus in
sua positione quiescet: alias enim frustra moveretur; horizontali, scilicet latione, quae nequa?
quam deorsum tendit.
6.14 Connectantur etiam aliquo imaginario funiculo per ACB ducto, adeo ut ad motum unius motus
alterius consequatur.
6.15 Proposition I
Si in planis inaequaliter inclinatis, eandem tamen elevationem habentibus, duo gravia constituantur, quae inter se eandem homologe rationem habeant quam habent longitudines planorum,
gravia aequale momentum habebunt.
6.16 Duo ergo gravia simul colligata mota sunt, et eorum commune centrum gravitatis non descendit. Quod est contra praemissam aequilibrij legem.
6.17 Propterea magnitudines aequiponderabunt etiam dum ad libram AC suspenduntur: alias, si
moverentur, commune centrum gravitatis ipsarum, quod demonstratum est esse in perpendiculo DF, ascenderet. Quod est impossibile.
6.18 La potenza in A alla potenza in C, sta reciprocamente come la retta CB alla CA. La dimostrazione [] dipende dalle velocit perch muovendosi cos la stanga AC, radente le due
linee dellangolo retto ABC, le velocit nelle quali sta costituito il punto A alla velocit nella
quale sta costituito il punto B, sta come la BC alla BA.
A.6 Chapter 6
425
6.19 Fra gli effetti della meccanica osservati uno se ne trova non avvertito ancora da alcuno che
io sappia e pur da esso possono derivare cognizioni di qualche momento e di molta curiosit.
Supposta una muraglia verticale AE alla quale nel piano orizzontale EF sia normale la retta EF,
e supposta inoltre la trave diritta BCF il di cui centro di gravit sia C, la quale collestremit
superiore B si appoggi alla muraglia accennata, e possa collestremit F scorrere liberamente
sopra il Piano EF, si cerca la proporzione del peso della trave a quella forza, la quale applicata
in F e spingendo direttamente per la direzione FE pu equilibrare il momento della trave a
scorrere in virt del suo peso per le direzione EF. Si supponga la forza richiesta eguale ad un
peso attaccato nel punto Z a una corda di data lunghezza FEZ, la cui lunghezza chiameremo ,
e che passi per il punto E. Dal Centro di gravita C si abbassi sopra la FE la normale CG, e sia la
ragione di BF ad FC la stessa che la ragione di 1 ad x, avremo per la similitudine dei triangoli
BE : CG = BF : FC = 1 : x e conseguentemente, posto P il peso della trave, sar la distanza
dellorizzontale EF dal peso accennato, che pu intendersi raccolto bel centro di gravit della
trave, eguale a, P CG, o veramente scrivendo invece di CG leguale x BE sar la distanza
della retta EF dal peso P eguale ad x P BE.
6.20 Sia il peso che si cerca attaccato al punto Z della corda FEZ eguale a Q, sar la distanza del
peso accennato dallorizzontale eguale a Q ZE, e la distanza del centro di gravit comune dei
due pesi P e Q sotto lorizzontale eguale a Q ZE P CG = Q ZE x P BE. Si intenda
descritto il centro L e col raggio LM eguale a BF il quarto di una circonferenza circolare SMs.
Sia la retta Ls parallela allorizzontale e riponga lascissa LO eguale a BE e si tiri lordinata
OM, la quale necessariamente sar eguale a EF, e dal punto M si conduca la tangente alla
circonferenza circolare nM alla quale sia parallela la retta LrR e si prolunghi lordinata MO
no che incontri la retta LrR in R, sar la distanza dal centro di gravit comune dei due pesi P
e Q dalla retta EF, che si dimostrata eguale a Q ZE x P BE, eguale ancora a Q Q
EF 4 x P BE, cio a dire eguale a Q Q OM x P LO.
6.21 Se i due pesi eguali A, B sono legati ad un lo, passato sopra una carrucola o altro sostegno,
che possano scorrere questi staranno in equilibrio, dovunque si saranno situati.
6.22 Perch se si movessero tanto acquisterebbe luno che scendesse, quanto acquisterebbe l altro
che salisse, essendo i loro modi eguali, e per linee perpendicolari. E se possibile si muovano
dal sito A , B nel sito C, D; manifesto che, giunti li centri di gravit in linea retta, il centro
comune di A, B verr in mezzo, cio in E, ed il centro di gravit di C, D verr in mezzo,
cio in F; perch essendo CA, BD uguali tra toro e parallele, congiunte CD, AB si segano
nella medesima proporzione e nel mezzo, onde il centro comune non si sar mosso, e non avr
acquistato niente, sicch i gravi A, B non si moveranno dal loro sito, in che furono posti.
6.23 Ma se il peso B sar maggiore del peso A, quello scender, perch il centro comune loro
fuori del mezzo della BA, come in E, pi vicina al centro B, ed in luogo pu pu scendere
sempre per la linea perpendicolare EG.
6.24 Moveatur autem et ex semidiametro BE centro B portio circuli describatur EH, quae secet BG
in H, et BF in I; Et quia EM semidiametro BK perpendicularis per B, centrum non transit,
erit EM ipsa BK, hoc est, BI brevior. Abscindatur ex BI, ipsi EM aequalis LB. Erit igitur
punctum L infra punctum I, hoc est, ipso I, mundi centro propius. Necesse igitur erit ad hoc ut
murus corruat, centrum gravitatis E facta circa B, conversione aliquando eri in I, ut demum
transferri possit in H, sed I remotius est a mundi centro ipsis E, L, ascendet igitur grave contra
sui naturam ex E in I, at hoc est impossibile; quod fuerat demonstrandum.
6.25 Sunt autem trianguli ABF, ACF, aequales et aequeponderantes. angulus vero AFC rectus. lungatur EC, erit igitur maior EC, ipsa EF. Rotetur iraque triangulum circa punctum C, atque; EC
horizonti perpendicularis, sit que GH, et per E horizonti parallela ducatur EK, moto igitur
triangulo, centrum gravitatis E translatum erit in H, sed KC aequalis est EF, minor autem ipsa
CH, elevatur ergo centrum gravitatis ab E in H, nempe supra K, totum spatium KH. ex qua
elevatione t in motu difcultas.
426
Appendix. Quotations
A.7 Chapter 7
7.1 Vitruve fait mention de cette sorte de machine, dite des Grecs troclearum, la quelle a son mouvement par le moiey de poulies [...] un bout sera attache la mousse e lautre bout servira pour
tirer le fardeau, comme il se peut voir en la gure si lon tire le dit bout de corde marqu G un
pied en bas, le fardeau qui sera attach la mousse E en mesme temps levera un demi pied,
et ce dautant que la corde est passee double aux polies, ainsi si lon tire 20. pieds de corde,
le fardeau ne levera que 10 aussi un homme tirera aussi pesant avec cette machine, comme en
seroient deux, si la machine estoit simple mais les deux hommes tireront en mesme temps le
double de la hauteur savoir 20 pieds, avant que lautre en aye tir plus de dix, et si aux mousses
il y avoit deux poulies, comme la gure M, la force seroit quadruple, mais aussi ne monteroit
le fardeau que 5 pieds en tirant 20 pieds de corde.
Les roues dentelees se font encores avec la mesme raison comme les precedentes, car en augment tant la force, lon augmente proportionnellement le temps [...] tellement quun homme
seul, fera autant de force tirant un fardeau par cette machine comme huit homme [...] ma aussi
si les huit hommes son une heure lever leur pois, lhomme sera huit heures lever le sien.
7.2 Aux poids equilibres comme le plus pesant est au plus leger, ainsi lespace du plus leger est
lespace du plus pesant, ainsi aussi est la perpendiculaire du mouvement du plus leger la
perpendiculaire du mouvement du plus pesant.
7.3 Car en mesme tens que le poids G descend du point C au point B, le poids D monte du point
A au point E et par consequent BC sera la perpendiculaire des poids G et EF du poids D:
pourtant puisque D est G, comme la perpendiculaire BC la perpendiculaire EF, les poids D
et G seront equilibres raisons des leurs situations.
7.4 Maintenant par la 2. prop. nous avons veu que si CA est le bras dune balance sur le quel soit
le poids A retenue par la chorde CA quil ne glisse le long du bras CA, et comme CB est a
CF, ainsi soit le poids A a la puissance Q ou E tirant par la chorde QA, cette puissance Q ou
E tiendra la balance CA en equilibre, et la chorde QA estant attache au centre du poids A, la
balance demeura deschargee, et le poids A sera soustenu partie par la puissance Q ou E, parte
par le plain LN2 perpendiculaire la balance CA; ou en la place du pla LN2 par la chorde CA,
par le Scholie du 4 axiome.
7.5 Scholie VIII. [...] le poids est pos en A sur les chordes CA et QA soustenues par les puissances
C, Q ou K, E, le poids estant aux puissances comme les perpendiculaires CB et QG sont aux
lignes CF et QD.
[]
Si au dessus du poids A, dans sa ligne de direction, on prend quelque ligne comme AP, il
arrivera que si le poids A descend jusques en P, tirant avec soy les chordes et faisant monter
les puissances KE, il y aura reciproquement plus grande raison du chemin que les puissances
feront en montant, au chemin que le poids fait en descendant, que du mesme poids aux deux
puissances prises ensemble; ainsi les puissances monteroient plus proportion, que le poids
ne descendroit en les emportant, qui est contre lordre commun.
Que si au dessus du poids A, dans sa ligne de direction, on prend une ligne, comme AV, que le
poids monte jusques en V, les chordes montants aussi emportees par les puissances KE qui descendent, il y aura reciproquement plus grande raison du chemin que le poids sera en montant,
au chemin que les puissances seront en descendant, que les deux puissances prises ensemble,
au poids; ainsi le poids monteroit plus proportion que les puissances ne descendroient en
lemportant, e qui est encore contre lordre commun, dans lequel le poids ou la puissance qui
emporte lautre, sait toujours plus de chemin proportion, que le poids ou la puissance qui
est emportee. Or que les raisons des chemins que seroient les poids A et ses puissances en
montant, et descendant, soient telles que nous venons de dire, et contre lordre commun, on
A.7 Chapter 7
427
en, trouvera la demonstration dans nos Mechaniqes, car elle est trop longue pour estre mise
icy. Partant le poids A en subsistant et demeurant en son lieu, par les raisons de la 3. Prop.
demeure ainsi dans lordre commun, ce que nous voulions remarquer.
7.6 Quil ne faut ny plus ny moins de force, pour lever un cors pesant a certaine hauteur, que pour
en lever un autre moins pesant a une hauteur dautant plus grande quil est moins pesant, ou
pour en lever un plus pesant a une auteur dautant moindre.
[]
Ce quon accordera facilement, si on considere que leffect doit tousiours estre proportionn a
laction qui est necessaire pour le produire, et ainsy que, sil est necessaire demployer la force
par la quelle on peut lever un poids de 100 livres a la hauteur de deux pieds, pour en lever un
a la hauteur dun pied seulement, cela tesmogne que cetuy pese 200 livres.
7.7 Il faut sur tout considerer que jai parl de la force qui sert pour lever un poids a quelque
hauteur, la quelle force a toujours deux dimensions & non de celle qui sert en chasque point
pour le soutenir, la quelle na jamais quune dimension, en sorte que ces deux forces differerent
autant lune de lautre qune supercie differe dune ligne. Car la mesme force que doit avoir
un clou pour soustenir un poids de 100 livres un moment de tems, luy suft pour soutenir un
an durant, pourvu quelle ne diminue point. Mais la mesme quantit de cete force qui sert a
lever ce poids a la hauteur dun pied ne suft pas eadem numero pour le lever a la hauteur de
deux pieds, & il nest pas plus clair que deux & deux font quatre, quil est clair quil y en faut
employer le double.
7.8 Car je ne dis pas simplement que la force qui peut lever un poids de 50 livres a la hauteur de
4 pieds, en peut lever un de 200 livres a la hauteur dun pied, mai je dis quelle le peut, si
tant est quelle lui soit applique. Or est-il quil est impossible de ly appliquer par le moyen de
quelque machine ou autre invention qui face que ce poids ne se hausse que dun pied, pendant
que cete force agira en tout la longueur de quatre pieds, & ainsy qui transforme le rectangle
par lequel est represente la force quil faut pour lever ce poids de 200 livres a la hauteur dun
pied, en un autre qui soit egal & semblable a celuy qui represente la force quil faut pour lever
un poids de 50 livres a la hauteur de 4 pieds.
7.9 Car cest le mesme de lever 100 livres a la hauteur dun pied, et derechef encore 100 a la
hauteur dun pied, que den lever 200 a la hauteur dun pied, et le mesme aussy que den lever
cent a la hauteur de deux pieds.
7.10 Linvention de tous ces engins nest fonde que sur un seul principe, qui est que la mesme
force qui peut lever un poids, par exemple, de cent, livres a la hauteur de deux pieds, en peut
aussy lever un de 200 livres, a la hauteur dun pied, ou un de 400 a la hauteur dun demi pied,
& ainsy des autres, si tant est quelle luy soit applique.
[]
Or les engins qui servent a faire cete application dune force qui agist par un grand espace a
un poids quelle fait lever par un moindre, sont la poulie, le plan inclin, le coin, le tour ou la
roue, la vis le levier; et quelques autres.
7.11 La poulie. Soit ABC une chorde passe autour de la poulie D, a laquelle poulie soit attach
le poids E. Et premierement supposant que deux hommes soutienent ou haussent egalement
chascun un des bouts de cete chorde, il est evident que si ce poids pese 200 livres, chascun de
ces hommes nemployera, pour le soutenir ou soulever, que la force quil faut pour soutenir
ou soulever 100 livres; car chascun nen porte que la moiti. Faisons apres cela quA, lun des
bouts de cete chorde, estant attach ferme a quelque clou, lautre C soit derechef soutenu par
un homme; & il est evident que cet homme, en C, naura besoin, non plus que devant, pour
soutenir le poids E, que de la force quil faut pour soutenir cent livres: a cause que le clou
qui est vers A y fait le mesme ofce que lhomme que nous y supposions auparavant. Enn,
posons que cet homme qui est vers C tire la chorde pour faire hausser le poids E; & il est
evident que, sil y employe la force quil faut pour Iever 100 liures a la hauteur de deux pieds,
428
Appendix. Quotations
il fera hausser ce poids E, qui en pese 200, de la hauteur dun pied car la chorde ABC estant
double comme elle est, on la doit tirer de deux pieds par le bout C pour faire autant hausser
le poids E que si deux hommes la tiroient, lun par le bout A & Lautre par le bout C, chascun
de la longueur dun pied seulement. Il y a toutefois une chose qui empesche que ce calcul ne
soit exact, a scavoir la pesanteur de la poulie, & la difcult quon peut voir a faire couler la
chorde & a la porter. Mais cela est fort peu a comparaison de ce quon leve, & ne peut estre
estim qua peu pres.
7.12 Ainsy donc, pour ne point faillir, de ce que le clou A soutient la moiti du poids B, on ne doit
conclure autre chose sinon que, par cete application, lune des dimensions de la force qui doit
estre en C, pour lever ce poids, diminu de moiti, & que lautre en suite devient double. De
faon que, si la ligne FG represente la force quil faudroit pour soutenir en un point le poids B,
sans layde daucune machine, & le rectangle GH, celle quil faudroit pour le lever a la hauteur
dun pied, le soutien du clou A diminu de moiti la dimension qui est reprsente par la ligne
FG, & le redoublement de la chorde ABC fait doubler lautre dimension, qui est represente
par la ligne FH; & ainsy la force qui doit estre en C, pour lever le poids B a la hauteur dun
pied, est represente par le rectangle IK. Et comme on sait en Geometrie quune ligne estant
adiouste ou oste dune supercie, ne laugmente ny ne la diminu de rien du tout, ainsy
doit on icy remarquer que la force dont le clou A soutient le poids B, nayant quune seule
dimension, ne peut faire que la force en C, considre selon ses deux dimensions, doive estre
moindre pour lever ainsy le poids B que pour le lever sans poulie.
7.13 La levier. Et pour mesurer exactement quelle doit estre cete force en chasque point de la tigne
courbe ABCDE, il faut scavoir que!le y agit tout de mesme que Ii elle trainoit le poids fur un
plan circulairement inclin, & que linclination de chascun des poins de ce plan circulaire se
doit mesurer par celle de la ligne droite qui touche le cercle en ce point. Comme par exemple
quand la force est au point B, pour trouver la proportion quelle doit avoir avec la pesanteur
du poids qui est alors au point G, il faut tirer la contingente GM, & penser que la pesanteur de
ce poids est a la force qui est requise pour le trainer sur ce plan, & par consequent aussy pour
le hausser suivant le cercle FGH, comme la ligne GM ella SM. Puis a cause que BO est triple
de OG, la force en B na besoin destre a ce poids en G, que comme le tiers de la ligne SM est
a la toute GM. Tout de mesme quand la force est au point D.
7.14 Plusieurs ont coustume de confondre la consideration de lespace avec celle du tems ou de la
vitesse, en sorte que, par exemple, au levier, ou, ce qui est le mesme, en la balance ABCD,
ayant suppose que le bras AB est double de BC, & que le poids en C est double du poids en A,
& ainsy quils sont en equilibre, au lieu de dire que ce qui est cause de cet equilibre est que,
si le poids C soulevoit ou bien estoit soulev par le poids A, il ne passeroit que par la moit
dautant deffect que luy, il disent quil iroit de la moiti plus lentement, ce qui est une faute
dautant plus nuisible quelle est plus malayse a reconnoistre; car ce nest point la difference
de la vitesse qui fait que ces poids doivent estre lun double de lautre, mais la difference de
lespace.
7.15 Comme il paroist de ce que, pour lever, par exemple, le poids F avec la main iusques G, il
ny faut point employer une force qui soit iustement double de celle quon y aura employe
le premier coup, si on le veut lever deux fois plus viste; mais il y en faut employer une qui
soit plus ou moins grande que la double, selon la diverse proportion que peut avoir cete vitesse
avec les causes qui luy resistent; au lieu quil faut une force qui soit justement double pour le
lever avec mesme vitesse deux fois plus haut, a savoir jusques a H. Je dis qui soit justement
double, en contant quun & un sont justement deux: car il faut empolyer certaine quantit de
cete force pour lever ce pois dF jusques a G, & derechef encore autant de la mesme force pour
le lever de G jusques a H.
7.16 Et au contraire, prenant un eventail en vostre main, vous le pourrez hausser, de la mesme
vistesse quil pourrait descendre de soy mesme dan lair, si vous le laissez tomber, sans quil
vous y faille employer aucune force, except celle quil faut pour le soustenir; mais pour le
A.7 Chapter 7
429
hausser ou baisser deux fois plus viste, il vous faudra employer quelque force qui sera plus
que double de lautre, puis quelle estoit nulle.
7.17 Or la raison qui fait que je reprens ceux qui se servent de la vitesse pour expliquer la force
du levier, & autres semblantes, nest pas que je nie que la mesme proportion de vitesse ne sy
rencontre tousiours; mais pouce que ceste vitesse ne comprend pas la raison pour laquelle la
force augmente ou diminue, comme fait la quantit de lespace, & quil y a plusieurs autres
choses considerer touchant la vitesse, qui ne sont pas ayses expliquer.
7.18 Pour ce qua crit Galilee touchant la balance & le levier, il explique fort bien quod ita sit,
mais non pas cur ita sit, comme je fais par mon Principe. Et pour ceux qui disent que le devois
considerer la vitesse, comme Galile, plutost que lespace, pour rendre raison des Machines,
je croy, entre nous, que ce sont des gens qui nen parlant que par fantaisie, sans entendre rien
en cette matiere.
7.19 Que la pesanteur relative de chaque cors, ou ce qui est le mesme, la force quil faut employer
pour le soutenir & empescher quil ne descende, lors quil est en certaine position, se doit
mesurer par le commencement du mouvement que devroit faire la puissance qui le soustient,
tant pour le hausser que pour le suivre sil sabaissoit. En sorte que la proportion qui est entre la ligne droite que descriroit ce mouvement, & celle qui marqueroit de combien ce cors
sapprocheroit cependant du centre de la terre, est la mesme qui est entre la pesanteur absolute
& la relative.
7.20 Soit AC un plan inclin sur lhorizon BC, et quAB tende a plomb vers le centre de la terre.
Tous ceux qui escrivent des Mechaniques assurent que la pesanteur du poids F, en tant quil
est appui sur ce plan AC, a mesme proportion a sa pesanteur absolue que la ligne AB a la
ligne AC.
[]
Ce qui nest pas toutefois entierement vray, sinon lorsquon suppose que les cors pesans tendent
en bas suivant des lignes paralleles, ainsy quon fait communement, lors quon ne considere
les Mechaniques que pour les rapporter a lusage; car le peu de difference que peut causer
linclination de ces lignes, entant quelles tendent vers le centre de la terre, nest point sensible.
[]
Et pour scavoir combien il pese en chascun des autres points de ce plan au regard de cete
puissance, par exemple au point D, il faut tirer une ligne droite, comme DN, vers le centre de
la terre, et du point N, pris a discretion en cete ligne, tirer NP, perpendiculaire sur DN, qui
rencontre AC au point P. Car, comme DN est a DP, ainsy la pesanteur relative du poids F en
D est a sa pesanteur absolue.
7.21 Notez que le dis commencer a descendre, non pas simplement descendre, a cause que ce nest
quau commencement de cete descente a laquelle il faut prendre garde. En sorte que si, par
exemple, ce poids F nestoit pas appui au point D sur une supercie plate, comme est suppose
AD C, mais sur une spherique, ou courbe en quelque autre facon, comme EDG, pourvu que la
supercie plate, quon imagineroit la toucher au point D, sur la mesme que ADC, il ne peseroit
ny plus ny moins, au regard de la puissance H, quil fait estant appui sur le plan AC. Car, bien
que le mouvement que seroit ce poids, en montant ou descendant du point D vers E ou vers G
sur la supercie courbe EDG, sust tout autre que celuy quil seroit sur la supercie plate ADC,
toutefois, estant au point D sur EDG, il seroit determin a se mouvoir vers le mesme cost que
sil estoit sur ADC, a scavoir vers A ou vers C. Et il est evident que le changement qui arrive a
ce mouvement, sitost quil a cess de toucher le point D, ne peut rien changer en la pesanteur
quil a, lorsquil le touche.
7.22 Itaque theoriae magis insistendum puto, in qua si quis exercitatus fuerit, nullo negotio illam in
opus educere poterit, idque sine periculo et, cum vulgo non pateat. Alioqui periculum est, ne si
particularia tradantur iis contenti homines, ut eri solet universalem cognitionem & causarum
inquisi tionem negligant, pereatque scientia.
430
Appendix. Quotations
7.23 Theorema I
Duarum virium connexarum, quarum (si moveantur) motus erunt ipsis >antipeponjwz
proportionales neutra alteram movebit, sed equilibrium facient.
7.24 Ut igitur hunc tractatulum concludamus, ac velut in summam contrahamus: In motibus ciendis
tria sunt consideranda. Vis qua motum ciere volumus, vis quam movere volumus, & motum
quo movere volumus: duo enim qulibet ex illis tertium determinant. Si enim vi parva vim
magnam movere volumus, id nonnisi parvo motu facere possumus: si vero vim aliquam magno
motu movere velimus, vi magna movente ad id opus est [...]: ut puta, si libra una centum libras
movere velimus, oportet motum illius, motu huius centuplo maiorem esse. Si vero velimus
libra una aliam vim ita movere, ut ea centuplo citius moveatur, quam librae illius pondus,
illam centesimam tantum librae unius partem esse necesse est: si vero libram unam ita movere
velimus, ut centuplo citius moveatur, quam vis quae illam movebit, vi centum libris maiore
ad id opus erit. Neque patitur natura sibi in his vim eri: si enim eiusmodi proportio aliquo
modo infringi posset, statim daretur a>utwma >endelecez, vel ut vocant, motus perpetuus in
perpetua materia.
7.25 Do il parot quun vaisseau plein deau est un nouveau principe de mcanique, et une machine
nouvelle pour multiplier les forces tel degr quon voudra, puisquun homme, par ce moyen,
pourra enlever tel fardeau quon lui proposera.
Et lon doit admirer quil se rencontre en cette machine nouvelle cet ordre constant qui se trouve
en toutes les anciennes; savoir, le levier, le tour, la vis sans n, etc., qui est, que le chemin est
augment en mme proportion que la force. Car il est visible, comme une de ces ouvertures
est centuple de lautre, si lhomme qui pousse le petit piston, lenfonoit dun pouce, il ne
repousseroit lautre que de la centime partie seulement: car comme cette impulsion se fait a
cause de la continuit de leau, qui communique de lun des pistons lautre.
7.26 Je prends pour principe, que jamais un corps ne se meut par son poids, sans que son centre de
gravit descende. Do je prouve que les deux pistons gurs en la gure 7, sont en quilibre
en cett sorte; car leur centre de gravit commun est an point qui divise la ligne, qui joint leurs
centres de gravit particuliers, en la proportion rciproque de leurs poids; quils se meuvent
maintenant, sil est possible: donc leurs chemins seront entre eux comme leurs poids rciproquement, comme nous avons fait voir: or, si on prend leur centre de gravit commun en cette
seconde situation, on le trouvera prcisment au mme endroit que la premire fois; car il se
trouvera toujours au point qui divise la ligne, qui joint leurs centres de gravit particuliers, en la
proportion rciproque de leurs poids; donc cause du paralllisme des lignes de leurs chemins,
il se trouvera en lintersection des deux lignes qui joignent les centres de gravit dans les deux
situations: donc le centre de gravit commun sera au mme point quauparavant: donc les deux
pistons considrs comme un seul corps, se sont mus, sans que le centre de gravit commun
soit descendu; ce qui est contre le principe: donc its ne peuvent se mouvoir: donc its seront en
repos, cest--dire, en quilibre; ce quil falloit dmontrer.
7.27 I Denitio. Statica est quae ponderis et gravitatis corporum rationes, proportiones, et qualitates
interpretatur.
7.28 Ex his consequens est nullum corpus sive solidum in rerum Natura esse, ut mathematice loquar,
praeter Globum, quod est suae gravitatis centro cogitatione suspensum, quemlibet datum situm
retinet, sive per quod planum quodlibet ipsum corpus in partes situ aequipondias dividit, verum
propter varios et innitos situs, varia etiam et innita gravitatis centra erunt.
7.29 Verum, quandoquidem discriminem illud, in iis quae ab hominibus ponderantur, nullum,
saltem inobservabile est, iugum enim aliquot milia longum esse debet, antequam deprehendi
posset, perpendiculares parallelas habendas esse concedi nobis postulamus.
7.30 BN ducatur, secans AC continuatam in N, consimiliter D O secans continuatam LI, hoc est, latus column in O, ut angulus IDO aequalis sit angulo CBN. Appendatur quoque ad DO pondus
A.7 Chapter 7
431
P oblique attollens, quod (amotis M, E ponderibus) columnam in suo situ conservet. Quia vero
DL & BA, item DI & BC latera triangulorum DLI & BAC homologa sunt, hujusmodi conclusio inde deducitur. Quemadmodum BA ad BC: ita sacoma lateris B A ad anti sacoma lateris
BC (per 2 consectarium) item quemadmodum DL ad DI: ita sacoma lateris DL ad antisacoma
lateris DI, hoc estita M ad E. sed homologa latera triangulorum similium ABN, LDO sunt AB
& DL, item BN, & DO. Itaque ut supra, quemadmodum BA ad B N: ira sacoma B A ad anti
sacoma B N (per 1 consectarium) Et quemadmodum DL ad DO: ita illius sacoma ad hujus anti
sacoma, id est, M ad P. si linea BN puncto B aliovorsum; A scilicet versus, ultra BC fuisset
ducta, etiam recta DO D ultra DI cecidisset, hoc est, ut nunc citra: ita tunc ultra cecidisset,
& praecedens demonstratio etiam isti situi accommoda fuisset, hoc est, quemadmodum BA ad
BN ita sacoma lateris BA, ad anti sacoma lateris BN esset: & quem-admodum DL ad DO: ita
sacoma lateris DL, ad anti sacoma lateris DO. hoc est M ad P. Ut ista proportio non tantum
in exemplis valeat, in quibus linea attollens, ut DI, perpendicularis est axi, sed etiam in aliis
cuiusmodi cunque sint anguli.
7.31 Si columna, & duo pondera oblique extollentia situ aequilibria sunt, erit quemadmodum linea
oblique extollans, ad lineam rect extolletem: ita ponderum quodque obliquum ad suum pondus
rectum.
7.32 Causam aequilibritatis situs non esse in circulis ab extremitatibus radiorum descriptis.
Cur pondera aequalia in aequalibus radiis situ aequiponderent, communi notione scitur: at non
perinde patet causa aequamenti ponderum inaequalium in radiis disparibus, quique ponderibus
suis reciproce proportionales sint hanc veteres circuli de circinatis a radiorum extremitatibus in
esse crediderunt, quemadmodum apud Aristotelem in Mechanicis eiusque spectatores videre
licet, quod falsum esse hoc pacto redarguimus.
Quiescen nullum describit circulum,
Duo situ aequilibria quiescunt,
Itaque duo situ aequilibria nullum describunt circulum.
Et consequenter nullus erit circulus; atqui sublato circulo etiam causa tollitur quae ipsi subest,
quae causa aequilibrium situs in circuli hic non latet.
7.33 Ipsique globi ex sese continuum et aeternum motum efcient, quod est falsum.
7.34 Propositio. Ponderum trochleis sublime tractorum formas inquirere.
Priusquam rem ipsam exordimur generaliter intelligito, et cogitatione concipito, datum pondus
hic constitui a trochlea inma cum pondere ipsi alligato: praeterea differentiam gravitatis quae
a funibus existit, nullius momentia nobis nunc aestimari. I Exemplum ponderum quae recta
attolluntur.
Esto in primo hoc diagrammate trochlea A, ex qua dependet pondus B, funis CD F, cuius duae
partes CD, FE parallelae sint, et utraque horizonti perpendicularis, Quibus positis, totoque
pondere B ita duabus istis partibus CD, FE suspenso, ututraque pars pari potentia afciatur,
etiam singulis propter orbiculi volubilitatem cedet semissis ponderis B. quamobrem si quis
manu sua funem in F sustineat, is ferret gravitatem dimidii ponderis B, ex quo liquet, cur
etiam unica trochlea facilius, quam sine ea pondus attollatur.
7.35 Notato autem hic illud Staticum axioma etiam locum habere: ut spatium agentis, ad spatium
patients: Sic potentia patientis, ad potentiam agentis.
7.36 Sit [nodus] in E. Ergo PE raccourci de DE
QE de AE
SE enlong de BE
Optortet DE in p + AE in q BE in t = 0.
432
Appendix. Quotations
7.37 CA in P CD in R CO in S = 0
sin TEP in P sin TER in R sin TES in S
sin PER in R sin PES in S sin PET in T
sin RES in S sin RET in T sin REP in P
sin SET in T + sin SEP in P sin SER in R
=0
=0
=0
=0
ou
es + at
f r ct
r=
e
d
d p f tt
ap br
t=
.
s=
e
b
p=
A.8 Chapter 8
433
Ponderis 3 P per Altitudinem 2D, praepollebit, (propter 2 4 > 3 2;), Adeoque, quod sic
movendum erit, praeponderabit. Et in aliis similiter.
7.45 Prop XV
Lineae curvae Declivitas, in singulis respective punctis; eadem est atque rectae ibidem contingentis. Et superciei curvae, eadem atque ibidem contingenti plani. Quod aliis perinde atque
gravium motibus accommodabitur.
A.8 Chapter 8
8.1 Hinc Vis quoque duplex: alia elementaris, quam et mortuam appello, quia in ea nondum existit motus, sed tantum solicitatio ad motum, qualis est globi in tubo, aut lapidis in funda, etiam
dum adhuc vinculo tenetur; alia vero vis ordinaria est, cum motu actuali conjuncta, quam voco
vivam. Et vis mortuae quidem exemplum est ipso vis centrifuga itemque vis gravitatis seu centripeta, vies etiam qua Elastrum tensum se restituere incipit. Sed in percussione, quae nasciter
a gravi iam aliquamdiu cadente, ant ab arcu se aliquamdiu restituente, aut a simili causa vis est
viva, ex innitis vis mortua impressionibus continuatis nata.
8.2 Eodem modo etiam t, ut gravi descendente, si ngatur ei quovis momento nova aequalisque
dari celeritatis accessio innite parva, vis mortuae simul et vivae aestimatio observetur, nempe
ut celeritas quidem aequabiliter crescat secundum tempora, sed vis ipsa absoluta secundum
statis seu tempore quadrata, id est secundum effectus. Ut ita secundum analogiam
Geometriae
seu analysis nostrae solicitationes sint ut dx, celeritates ut x, vires ut xx seu ut xdx.
8.3 Et est propos de considerer que lquilibre consiste dans un simple effort (conatus) avant le
mouvement, et cest que jappelle la force morte qui a la mesme raison lgard de la force
vive (qui est dans le mouvement mesme) que le point la ligne. Or, au commencement de
la descente, lorsque le mouvement est inniment petit, les vitesses ou plutt les lmens des
vitesses sont comme les descentes, au lieu quaprs lacclration, lorsque la force est devenue
vive, les descentes sont comme les carr des vitesses.
8.4 Je suppose deux lignes droites quelconques donnes AC, BD, que je prends pour deux rangs
de petits ressorts gaux & galement bandez. je suppose de plus, que deux boules gales commencent se mouvoir des points C & D, vers F & J, lorsque les ressorts commencent se
dilater: Soient CML, DNK deux lignes courbes, dont les appliques GM, HN expriment les
vitesses acquises aux point G & H: je nomme BD = a , labscisse DH = x, sa differentielle HP,
ou NT = dx, laplique HN= v, sa differentielle dv: Je prends ensuite les abscisses CG, CE de
la courbe CML, telles quelles soient aux abscisses de la courbe DNK, comme AC est BD,
ou, ce qui est, la mme chose, je fais BD : AC = DH: CG = DP: CE. Suposant donc AC = na,
on aura CG = nx, GE = ndx; soit enn laplique GM = z. Tout ceci suppos, je raisonne ainsi.
2. Les boules tant parvenues aux points G & H, chaque ressort, tant de ceux qui toient resserrez dans lintervalle AC, que de ceux qui ltoient dans linterval BD, sera dilat galement,
parce que AC : CG = BD : DH; chacun de ces ressorts aura donc perdu, de part & dautre, une
partie gale de son lasticit, & il leur en restera par consquent chacun galement. Donc
les pressions & les forces morte, que les boules en reoivent, sont aussi gals entrelles: je
nomme cette pression p. Or laccroissement lementaire de la vitesse en H, je veux dire la differentielle TO, ou dv, est, par la loi connue de lacceleration, en raison compose de la force
motrice, ou de la pression p, & du petit tems que le mobile met parcourir la differentielle HP,
ou dx, lequel tems sexprime par HP : HN = dx : v; On aura donc dv = pdx : v, & partant
vdv = pdx, ce qui donne par lintgration 12 vv = pdx. Par la mme raison on a dz = p GE
: GM = p ndx : z, par consquent zdz = npdx; & en intgrant 12 zz = n pdx, do il suit que
vv : zz = pdx : n pdx = 1 : n = a : na = BD : AC. Or B D est AC, comme la force vive
acquise en H est la force vive acquise en G. Donc ces deux forces sont entrelles comme vv
434
Appendix. Quotations
zz; ainsi les forces vives des corps gaux en masses ont comme les quarrez de leurs vitesses, &
les vitesses elles mmes sont en raison sousdouble, ou comme les racines quarres des forces
vive.
C.Q.F.D.
8.5 La distinction que vous faites entre la force des poids et celle des vents nest point une raison
dadmettre le principe de statique pour ceux-l et de le rejeter pour ceux-ci, car cette distinction
ne regarde que les causes productrices des forces. Or il nest pas question de savoir comment les
forces sont produites, il suft quelles soient existantes; de quelque cause quelles proviennent,
elles feront toujours la mme impression, la mme action, par consquent le mme effet pourvu
que ces forces soient appliques de la mme manire.
8.6 Je me sers ici du mot de puissance an lieu de celui de force, an de me rendre plus intelligible
en faisant voir que la force des vents na rient de singulier pour la distinguer sur un autre genre
de puissance continuellement et uniformment applique.
8.7 Je suis peut tre un des plus zels defenseurs de la composition des forces, comme Vous laurez
vi dans mon livre et en ben dautres occasions; mais permettez moi que je Vous dise que Vous
abusez ici de ce grand principe de Mechanique: Vous nen faites pas une bonne application
notre sujet; pour Vous le faire voir, voyons en quoi consiste ce principe; cest principalement
en deux cas: le premier est, lorsque deux forces mortes agissantes ensemble, mais suivant diffrentes directions, elles en font naitre une troisime moyenne; le second de ces cas est, lorsque
deux forces vivantes s appliquent immediatement et dans un moment suivant differentes directions sur un corps mobile, qui lui imprimeroient chacune sparment de certaines vitesses,
ces forces produiront dans le mobile, si elles agissent ensemble, une vitesse moyenne, qui sera
comme dans le cas des forces mortes la diagonale du parallelogramme.
[]
Pour en venir notre sujet, le premier de nos deux cas ny fait rien, car il ne s agit pas ici de
forces mortes; le second ny scauroit tre appliqu non plus, car le vaisseau nest pas pouss
par le vent comme une bille par un seul choc instantan, mais par une force continuellement
applique.
8.8 Cependant comme le vent agit tout autrement sur la voile par sa continuation, on peut considrer son action comme des bouffes reiteres tout moment, dont chacun ajoute un nouveau
degrez inniment petit de vitesse au vaisseau, jusqu ce que la vitesse totale du vaisseau soit
si grande que le vent ne lui en puisse plus rien ajouter, ce qui arrive quand le vaisseau, comme
je lai, dit, fuit le vent de toute la vitesse absolue du vent.
8.9 Dans la demonstration que vous faites de lequilibre des poids vous dites que les puissances
ou les forces sont comme les produits des masses par les vitesses; cela est tres vrai dans un
bon sens, mais prenez garde si dans lapplication que faites lequilibre des trois voiles vous
ne confondez pas la puissance ou la force avec lenergie de la puissance ou de la force; et si
vous ne confondez pas la vitesse actuelle du vent la quelle multiplie par la masse produit la
force absolue, avec la vitesse virtuelle, laquelle tant multiplie avec la force absolue produit
le momentum ou lenergie de cette force.
8.10 Jentends par vitesse virtuelle la seule disposition se mouvoir que les forces ont dans un
parfait equilibre, o elles ne se meuvent pas actuellement. Ainsi dans votre gure 1 qui est ici
la seconde, si ce poids B inseparable de la ligne MB, est en equilibre avec les poids N et O,
sa vitesse virtuelle est la petite ligne BP, et les vitesses virtuelles de N et O sont CP et RP; et
alors le produit du poids B par BP, ce qui fait lenergie du poids B, est egal aux deux prodnits
du poids N par CP, et du poids O par RP lesquels sont leur energies; Cest pourquoy eviter
lequivoque, an lieu de dire que leurs puissances ou les forces sont comme les produits des
masses par leurs vitesse vous auriez peut-tre mieux fait de vous exprimer ainsi, les energies
des puissances ou des forces sont comme les produits de ces puissances ou de ces forces par
les vitesses virtuelles.
A.8 Chapter 8
435
8.11 Le point essentiel en pouvant tre mis sur une demi page; mais cest l justement o M. Renau
se trompe grossierement, en ce quil confond les forces des vents avec les energies des forces,
oubliant que pour avoir lenergie ou ce que les Latins appellent momentum de la force du vent,
il ne suft pas de prendre, comme il fait, le quarr de la vitesse du vent, ce qui ne donneroit
que la simple force du vent, mais quil faut multiplier ce quarr de la vitesse avec sa vitesse
virtuelle, cest dire avec leloignement du centre dappui, autour duquel la force applique
tend se mouvoir.
8.12 Concevez plusieurs forces diffrentes qui agissent suivant diffrentes tendances ou directions
pour tenir en quilibre un point, une ligne, une surface, ou un corps; concevez aussi que lon imprime a tout le systme de ces forces un petit mouvement, soit parallle a soi-mme suivant une
direction quelconque, soit autour dun point xe quelconque: il vous sera aise de comprendre
que par ce mouvement chacune de ces forces avancera on reculera dans sa direction, a moins
que quelquune ou plusieurs des forces nayent leurs tendances perpendiculaires a la direction
du petit mouvement; auquel cas cette force, ou ces forces, navanceroient ni ne reculeroient
de rien; car ces avancemens ou reculemens, qui sont ce que jappelle vitesses virtuelles, ne
sont autre chose que ce dont chaque ligne de tendance augmente ou diminue par le petit mouvement; et ces augmentations ou diminutions se trouvent, si lon tire une perpendiculaire a
lextremite de la ligne de tendance de quelque force, la quelle perpendiculaire retranchera de
la meme ligne de tendance, mise dans la situation voisine par le petit mouvement, une petite
partie qui sera la mesure de la vitesse virtuelle de cette force. Soit, par exemple, P un point
quelconque dans le systme des forces qui se soutiennent en quilibre; F, une de ces forces,
qui pousse ou qui tire le point P suivant la direction FP on PF; Pp, une petite ligne droite que
dcrit le point P par un petit mouvement, par le quel la tendance FP prend la direction fp, qui
sera ou exactement parallele a FP, si le petit mouvement du systme se fait en tous les points
du systme paralllement a une droite donne de position; ou elle fera, tant prolongee, avec
FP, un angle inniment petit, si le petit mouvement du systme se fait autour dun point xe.
Tirez donc PC perpendiculaire sur fp, et vous aurez Cp pour la vitesse virtuelle de la force F, en
sorte que F Cp fait ce que jappelle Energie. Remarquez que Cp est on afrmatif on ngatif
par rapport aux autres: il est afrmatif si le point P est pouss par la force F, et que langle
FPp soit obtus; il est ngatif, si l angle FPp est aigu; mais au contraire, si le point P est tire,
Cp sera ngatif lorsque langle FPp est obtus; et afrmatif lorsquil est aigu. Tout cela tant
bien entendu, se forme cette Proposition generale: En tout quilibre de forces quelconques, en
quelque maniere quelles soient appliques, et suivant quelques directions quelles agissent les
unes sur les autres, on mediatement, on immediatement, la somme des Energies afrmatives
sera egale a la somme des Energies ngatives prises afrmativement.
8.13 Donc nous aurons A pm = B pn + C 0 = B pn cest a dire A : B = pn : pm = sinus de
langle pPn : sinus de langle pPm.
8.14 Jappelle vitesses virtuelles, celles que deux ou plusieurs forces mises en quilibre acquirent,
quand on leur imprime un petit mouvement; ou si ces forces sont dja en mouvement. La vitesse
virtuelle est llement de vitesse, que chaque corps gagne ou perde, dune vitesse dja acquise,
dan un tems inniment petit, suivant sa direction.
8.15 Deux agens sont in quilibre, ou ont des momens gaux, lorsque leurs forces absolues sont en
raison reciproque de leurs vitesses virtuelle; soit que les forces qui agissent lune sur lautre
soins en mouvement, ou en repose.
Cest un principe ordinaire de Statique & Mchanique; que je ne marrterai pas dmontrer:
jaime mieux lemployer faire voir la maniere dont le mouvement se produit par la force dune
pression qui agit sans interruption, & sans autre opposition que celle qui vient de linertie du
mobile.
8.16 Me conrma encore dans lopinion ou jtais quil faut entrer dans la gnration de lquilibre
pour y voir en soi, & pour y reconnaitre les propritez que tous les autres principes ne prouvent,
tout au plus, que pour ncessit de consquence.
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Appendix. Quotations
8.17 Pour prparer limagination aux mouvemens composez, coincevons le point A sans pesanteur
uniformement m vers B le long de la droite AB, pendant que cette ligne se meut uniformement
vers CD le long de AC en demeurant toujours parallele a elle-mme, cest dire, faisant langle
toujours le mme quelconque avec cette ligne immobile AC: de ce deux mouvemens commencez en mme tems, soit la vitesse du premier a la vitesse du second, comme les cotez AB,
AC, du parallelogramme ABCD, le long des quels ils se font, Quel que soit ce parallelogramme
ABCD, je dis que par le concourse des deux forces productrices de ces deux mouvemens dans
le mobile A, ce point parcourra la diagonale AD de ces parallelogramme, pendant le tems que
chacune delles lui en auroit fait parcourir seule chacun des cotes AB, AB, correspondans.
8.18 Denition XXII
Les produit de chaque poids ou puissance absolue par sa distance lappui du Levier auquel elle
est applique sappelle en Latin Momentum [] nous ne laisserons pourtant pas de lappeller
aussi moment, pour nous moins loigner du langage ordinaire. La raison de ce nom vient sans
doute de ce que ces produits son gaux ou ingaux comme les impressions de deux puissances
sur un Levier.
8.19 Les formules contraire de momens en seront toujours gales entrelles, cest dire que la
somme de leurs momens conspirans faire tourner le Levier en un sens sur son appui sera
toujours alors gale la somme des conspirans le faire tourner en sens contraire sur cet
appui, ainsi quon l dj vu dans le Corol. 9 du Th. 21.
8.20 Votre project dune nouvelle Mcanique fourmille dun grand nombre dexemples, dont
quelque uns juger par les gures paroissent assez compliques; mai je vous defe de men
proposer un votre choix, que je ne resolve sur le champe et comme en jouant par ma dite regle.
8.21 Celle que vous pretendez substituer la mienne et qui est fonde sur la composition des forces,
nest elle meme quun petit corollaire de la regle denergie. Jai donc raison dappeller le grand
et le premier principe de statique sur le quel jai fond ma regle qui est que dans chaque equilibre il y a une egalit denergie des forces absolues, cest dire entre le produict des forces
absolues par les vitesses virtuelles.
8.22 Je vous prie dy panser, vous y trouverez sans doute un fond inepuisable pour enrichir la
mecanique et pour en rendre letude incomparablement plus commode et plus aise quelle
na et pur le pass, le trait complet de cette science que vous promettez depuis si longtems
ne pourra que paroitre dautant plus estimable, quon le verra fond sur un principe aussi universelle, aussi simple, aussi intelligible et aussi certain que celui dont il sagit ici et dont je
vous ai montr tant davantages.
8.23 Mais la mecanique de cette mme proposition, & de la generale que vous ajoutez dans votre
derniere, bien loin dtre le grand & le premiere principe de statique, ne me paroit pouvoir tre
quun corollaire des mouvemens compose, ou de quelquautre principe, qui demontre cette
proposition, cest a dire votre egalit des sommes denergies, en deduisant des directions donne par lui, ou par supposition, les chemine instantanes de M. Descartes, que vous appellez
vitesses virtuelles, qui avec les puissances trouves dailleurs, la supposition de leur equilibre, son tout ce qui entre dans cette egalit de sommes des energies, de laquelle on aouroit
droit de douter si elle netoit pas prouvs par quelquun de ces principes.
8.24 Les Cartesiens conformment la lettre que je viens de citer (art. 1.) de leur Maistre, avoient
desja deduit de son principe la mme egalit de Momens, ou denergie, ou de quantits de
mouvement, que vous employez pour deux puissances en equilibre sur les machines simples,
& dans le uides, par les commencemens de mouvement que M. Descartes prescrit dans cette
lettre; mais vous etes le seul, que je sache, qui ait tendu cette galit denergies tant de
puissances quon voudra supposer en quilibre entrelles suivant des directions quelconques.
Cette Remarque est fort belle; mais (comme jay desja dit) elle suppose quilibre entre des
puissances donne & de directions donnes sans le prouver.
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8.25 Lquilibre du non quilibre, ils ne font proprement quune demonstration ab abdsurdo.
8.26 Jai peur de tomber dans une logomachie si jentreprens de mentendre sur tous ce que vous me
dites touchant ma regle des energie, que jai pretendue tre generale pour toute la mecanique,
tant des uides que des solides [...] evitons donc la logomachie et ne prenez pas le change,
il ne sagissoit uniquement que detablir la verit et luniversalit de ma regle des energies
contre votre objection; que cette regle soit un principe ou un corollaire dun autre, quimporte,
il suft quelle soit vraie, generale et commode, sans exception, uniforme et facile en faire
lapplication; avantage que la composition des forces na pas.
8.27 Vous me citez la lettre de M. Descartes pour me prouver que cet Autheur avoit deja lide
dexpliquer lquilibre des puissances par legalit des energies en considerant leurs chemins
instantane, que jappelle vitesses virtuelles, je respons, que je ne me vans pas dtre le premier
inventeur de cette ide, non plus que vous vous vanterez dtre celui dexpliquer les quilibres
par la composition des forces.
8.28 Vous ferez de ma regle denergie ce que vous voudrez en lajoutant ou en ne lajoutant pas
votre mechanique; je vous permete lun comme lautre; mais de prtendre quelle soit un corollaire du principe de la composition des mouvemens ou forces, jaurois peutetre encore de quoi
faire valoir les raisons donnes dans mes precedentes pour en prouver le contraire, si je voulais
mengager dans une dispute qui nous couteroit du temps et de la peine: ainsi jaime mieux vous
laisser le plaisir de croire que le principe de la composition deive prceder celui denergie que
de hazarder une longue et ennuyeuse contestation, il suft que le dernier pouvant tre appliqu
aux uides comme aux solides, soit plus general qua le premier qui ne sert que pour les solides,
outre que celui ci demanderoit encore un autre principe dont il doit tre deduit, puisque la composition des forces nest pas claire par elle mme comme un axiome. Il est donc ce me semble
raisonnable que le principe denergie comme le plus general et pour le moine aussi clair pur
lui mme que le principe de la composition contienne celui ci comme le moins general.
A.9 Chapter 9
9.1 Per nome di potenza dunque non altro intendiamo, che la pura, e semplice pressione, o sia
quello sforzo, che fa la gravit, o altra forza contro qualche ostacolo invincibile, come per
lappunto quello, che fa una palla di piombo contro una tavola immobile, oppure contro la
mano che la sostiene.
9.2 Sicch se una palla, a cagion desempio di piombo, sar collocata sopra di una tavola immobile, la gravit, che in essa risiede, sar forza soltanto premente, e perci forza morta. Ma se
si rimuover lostacolo, cio la tavola sottoposta, nella palla si indurr tosto cangiamento di
stato. [] i meccanici per loro metodo si immaginarono la potenza dar al corpo un impulso, il
quale per appena nato, fosse dallinvincibile ostacolo distrutto, e cos secondo il metodo dei
matematici si rappresentarono la forza morta sotto lidea di un impulso innitamente picciolo
[...] Ma poich i meccanici pi chiara idea formar potessero dellazion della potenza, siccome
savevano rappresentata la potenza sotto lidea di un impulso, che nel procinto del suo nascere
resta per linvincibile ostacolo estinto, e distrutto, cos, rimosso lostacolo invincibile, concepirono tutti gli impulsi [] conservarsi nel corpo medesimo, e quindi si avvisarono lazione
della potenza non esser, che la somma di tutti gli impulsi accumulati, e conservati nel corpo.
Quel tanto poi denergia che per lazion della potenza si genera nel corpo [...] viene chiamata
forza viva.
9.3 Imperocch segli vero come si detto, che la potenza considerar si deve come un impulso
minore di ogni altro dato, e che lazion della potenza la somma di tutti gli impulsi comunicati al corpo, e nel corpo stesso conservati, quella dovr certamente esser la proporzione della
potenza e lazion della potenza, che passa tra una quantit innitesima, ed una quantit nita.
438
Appendix. Quotations
Imperocch dalle cose sopra divisate apparisce, che agendo la potenza nel corpo, a cui applicata, genera in esso la forza viva, e che questa produce il cambiamento di stato. Sicch la
forza viva considerarsi deve come un effetto dellazion della potenza e come causa del cangiamento di stato che nel corpo si induce; e poich in questo caso si parla di cause intere, e
totali, avr luogo lassioma Ontologico, che le cause debbono essere proporzionali agli effetti
e gli effetti alle cause. Quindi nascono due modi di misurar la forza viva; cio, o con misurar
il di lei effetto, che il cangiamento di stato, o con misurar la di lei causa, che lazione della
potenza.
9.4 Sicch col dire degli Antichi, che la causa degli equilibri consiste nelluguaglianza de momenti, non altro sembran aver detto, che lequilibrio dipende dalluguaglianza di quelle quantit, dalluguaglianza delle quali lequilibrio dipende.
9.5 Lequilibrio nasce da ci, che le azioni delle potenze, che equilibrar si devono, se nascessero,
sarebbero uguali, e contrarie; e perci luguaglianza, e la contrariet delle azioni delle potenze
la vera causa dellequilibrio.
[]
Lequilibrio non altro, che limpedimento de moti, cio degli effetti dellazione delle
potenze, a cui non meraviglia se corrisponde limpedimento delle cause, cio delle azioni
stesse.
9.6 Quindi stabiliamo un principio, cio un criterio generale per conoscere quando tra le potenze
succeder debba lequilibrio, ed egli quello che si contiene nel seguente teorema: Le potenze
saranno in equilibrio qualora trovansi in tali circostanze, che se nascesse un moto innitesimo, le di loro innitesime azioni sarebbero uguali. E tal principio deve aver luogo in tutti gli
equilibri.
9.7 Perch la celebre controversia delle forze vive, che consiste nel denire se quelle si debbano misurar per la massa moltiplicata per la velocit, oppure per la massa moltiplicata per
il quadrato della velocit stessa, riducesi a questaltra quistione, cio se lazione della potenza
debba esser proporzionale al tempo piuttosto che allo spazio.
9.8 Non potendosi dunque lazion della potenza misurare per la potenza moltiplicata pel tempo,
uopo rivolgersi allo spazio. In tutti gli equilibri conosciuti si trova vero, come si vedr nei
seguenti capitoli, che facendosi un moto innitesimo, le potenze sono in ragion reciproca de
loro rispettivi spazietti daccesso, o di ricesso dal centro delle potenze stesse [] Sicch se
lazione della potenza si misurer per la potenza moltiplicata per lo spazio, per cui la potenza
agendo trasporta il corpo, facendolo avvicinare no al centro, o dal centro facendolo allontanare, si salver negli equilibri luguaglianza tra le minime azioni delle potenze []. Dunque
lazione della potenza dee veracemente misurarsi per la potenza moltiplicata per lo spazio secondo il metodo dei Leibniziani.
9.9 Le potenze sono in equilibrio, qualora trovansi in tali circostanze costituite, che facendosi un
moto innitesimo, onde alcune potenze si avvicinino al suo centro, alcune altre dal suo centro si
allontanano, la somma dei prodotti positivi delle potenze moltiplicate per gli rispettivi spazietti
daccesso o di recesso, sia uguale allo somma de simili prodotti negativi.
9.10 Dico dal principio delle azioni dedursi, che qualora nella verga ABC si ha lequilibrio, la
potenza Z sia alla potenza X come CN : CM, cio, che vale lequazione Z CM = X CM.
9.11 I centri delle potenze Z, X sian i punti Z, X. Si concepisca ora nella verga ACB nascer un
moto innitesimo, cosicch i punti A, B descrivendo gli archetti Aa, Bb vengano in a, b. Dal
punto b al punto X si tiri la retta bX, e dal punto a al punto Z la retta aZ; indi col centro Z,
e collintervallo aZ intendasi descritto larchetto aF che incontri la AZ in F, e similmente col
centro X, [] Fatto ci manifesto esser AF lo spazietto di accesso al centro della potenza Z,
e bG lo spazietto di recesso dal centro della potenza X. Il principio delle azioni richiede, che
avendosi nella verga ABC lequilibrio, sia la potenza Z alla potenza X come bG : AF.
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9.12 Si noti in secondo luogo, che facendosi comparazione tra il principio dellequivalenza, e
quello delle azioni, debbono amendue stimarsi egualmente fecondi, ed estesi, con quella
lor differenza, che in alcun casi con maggiore facilit, ed eleganza si adopra il principio
dellequivalenza, in altri casi poi riesce pi comodo, ed opportuno ladoperare il principio
delle azioni.
nalmente con attenzion da notarsi, che il metodo della composizione, e risoluzion delle
forze non il vero metodo della natura, ma un metodo che si han formato i Geometri per la
pi facile e spedita solutione de lor problemi. La natura nelle sue opere non va giammai a
comporre, e risolvere le forze, ma adopera sempre azioni, le quali essendo uguali, e contrarie,
fan s, che si producano gli equilibri.
9.13 Nella puleggia stabile, poich si abbia equilibrio richiedesi tra la potenza, e il peso la ragion
duguaglianza. Sia AB una puleggia stabile, che abbia intorno a s la fune EABD, alla di cui
estremit D sia attaccato il peso P, allaltra estremit E sia applicata la potenza, che il peso
stesso sostiene. Dico, che per aversi lequilibrio in quella macchina bisogna, che la potenza
applicata in E sia al peso P affatto uguale.
9.14 Si facci un moto innitesimo secondo la direzione della potenza applicata in E, cosich
lestremit E della fune giunga in G, mentre lestremit D giunger in H. Egli troppo manifesto, che EG lo spazietto daccesso al centro della potenza, e DH lo spazietto di recesso dal
centro del peso. Sicch acci sabbia lequilibrio tra la potenza, e il peso, convien, che quella
stia a questa come DH : EG. Ma DH = EG; poich supponendosi, che la fune non pratica
alcuna distrazione, ma che resti sempre della stessa lunghezza, sar la lunghezza DAE uguale
alla lunghezza HAG; onde, resteranno DH, EG uguali tra di loro. Dunque nella puleggia perch si abbia lequilibrio, richiedesi che la potenza sia uguale al peso. Che quel, che bisognava
dimostrare.
9.15 Sia GHPQ un sifone qualunque, se in un braccio di esso GH si verser una quantit di uido omogeneo []. Posto che sar in equilibrio il uido versato nel sifone, nellun braccio e
nellaltro del sifone stesso si trover elevato alla medesima altezza.
9.16 Solamente io avvertir che il famoso teorema dellincomparabile Giovanni Bernoulli, il quale
stato dimostrato in tutte le macchine dal dottissimo sig. Varignon, non altro che una
conseguenza dellequalit delle azioni contrarie, che necessaria in ogni equilibrio. Il teorema Bernoulliano il seguente. In ogni equilibrio di quante e quali potenze si vogliano, in
qualunque maniera applicate, e agenti per qualsiasi direzione, la somma delle energie positive
uguale alla somma delle energie negative, purch come affermative si prendano. Per nome
denergia il sig. Bernoulli altro non intende se non se il prodotto della potenza e della velocit virtuale della stessa potenza; la quale sar positiva, se seguita la direzione della potenza,
sar negativa, se seguita la direzione opposta. E chi che non veda, che la velocit virtuale
della potenza proporzionale allo spazio, per cui il corpo, o la potenza si avvicina al centro delle forze; ovvero se le potenze siano corde elastiche alla contrazione o diffrazione delle
corde. Dunque lenergia bernoulliana la stessa, o almeno proporzionale a quella che per noi
chiamasi azione della potenza.
9.17 Per dichiarare siccome si distinguano le potenze e lazioni loro, io concepisco un corpo grave
sospeso da un lo, che glimpedisce di discendere, e davvicinarsi alla terra. Fin ora altro non
intendo, chuna potenza di gravit applicata al corpo, a cui contraria lelasticit del lo, che
la contrasta, e non le lascia produrre effetto di sorte alcuna. Io tronco il lo, e levo lelasticit
contraria alla gravit. Ora oltre la potenza intendo, chessa successivamente e continuamente
replica i suoi impulsi o sollecitazioni contro il corpo, il quale obbligato di cangiare stato.
La somma e laggregato di cotai impulsi si vuol chiamare lazione di tal potenza; e leffetto
ossia la mutazione di stato non alla potenza, ma allaggregato dei suoi impulsi proporzionale.
Tre quantit pertanto si vogliono distinguere, cio la potenza considerata in se stessa, la qual
pressione ancor si suol chiamare; lazione, che laggregato dei suoi impulsi, onde la potenza
spinge il corpo; la quale in ragion composta della potenza e del numero degli impulsi; e
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Appendix. Quotations
leffetto, ossia la mutazione di stato, che soffre il corpo, il quale effetto in proporzione non
della potenza, ma della sua azione.
9.18 Sicch dunque sebben la forza centrifuga non ha propriamente altra cosa, che linerzia del
corpo in alcune circostanze considerata, non inutile lintrodurla ne raziocini, ne si dee bandir
dalla sica: anzi sar prottevole il ssar le sue leggi, e si riconosceranno per veri, e belli i teoremi prodotti intorno a cotal forza dal dotto, e profondo Cristian Ugenio.
Similmente risponder io intorno alla forza viva. Essa non per verun modo distinta dalla forza
dinerzia, anzi la medesima forza dinerzia da alcune particolari condizioni modicata: contuttoci sar utile il considerarla con questo nome, e il ssarne le leggi, che in molte quistioni,
e ricerche potranno essere di non picciolo giovamento.
9.19 Per mettere in buona vista il nostro metodo, e luso del principio, non devo omettere una osservazione, che sembrami importante. Quando non sia possibile, se non se un movimento,
come avviene a corpi, che si raggirano intorno a un asse, allora se concepito un minimo movimento, la azioni spontanee e sforzate misurate dallo spazio di accesso e di recesso si ritrovano
eguali, ma senza cautela si deduca lequilibrio. Ma quando liberi sieno pi movimenti e in pi
direzioni, se concependo un qualche movimento ad arbitrio, io ritrovo come sopra legualit
delle azioni, non posso affermare un equilibrio pieno e compito, ma soltanto pronunciare che
quel movimento impossibile, e che in quella direzione equilibrate sono le potenze.
9.20 Mi sono ancora servito di qualche parte delle ricerche, che io avea gi fatte ventanni addietro sulla gran Cupola di S. Pietro in Roma, e principalmente dalla teoria che mi condusse a
conoscere la forza con cui un cerchio di ferro spinto in fuori da forza applicata perpendicolarmente in tutti i suoi punti, resiste, trovandola maggiore di quella che sarebbe la stessa spranga
di ferro tirata direttamente nella direzione della sua lunghezza un poco pi che a sei doppi, cio
in proporzione della circonferenza del circolo al raggio, donde poi il Marchese Polini ricav
lidea di quella esperienza, in cui un lo di seta ottagono, tirato in fuora in tutti gli angoli per
esser rotto, ebbe bisogno di una forza incirca a sei doppi maggiore, che quando un altro lo
suo compagno era tirato direttamente.
9.21 Due sono le forze, che spingono in fuori verso limposta gi, cio il peso del cupolino, e il
peso de costoloni con gli spicchi delle cupole; e due parimente le forze, che resistono a tale
spinta, cio le catene circolari, o cerchi LL, ed il sostegno [] ridotto a due distinti, il primo
de quali il tamburo HI, col pezzo interior della base CDF; il secondo i contraforti mGF colla
parte esteriore ABE della base medesima []. Il distacco, delle parti quanto fosse difcile, e
che resistenza, abbia fatto non possibile lesaminarlo a minuto. Dipende esso in gran parte
dalla qualit del cemento, e dalla diligenza del lavoro. Per metterin conto le forze, e vedere se
queste stanno in equilibrio convienin prima determinare la quantit assoluta delle medesime,
e poi quello che da Mecanici chiamasi il Momento. Per avere la quantit assoluta della forza,
con cui agisce da una parte il Cupolino, e la volta della Cupola co costoloni per spingere, e
dallaltra la base, il tamburo, i contrafforti per ritenere la spinta, conviene averne il peso.
9.22 Supposto questo principio, in primo luogo parci, che lenergia di una catena di ferro, curvata
in cerchio debba crescere sopra quella forza assoluta, che avrebbe se distesa fosse in dirittura,
in quella medesima proporzione, che ha la circonferenza del circolo al raggio, cio poco pi
che a sei doppj. Imperocch, si concepisca distribuita una forza per tutta la circonferenza di
un cerchio, che da essa venga costretto a distendersi, e dilatarsi no allatto di rompersi, ed
una verga di ferro uguale distesa in dirittura venga tirata da unaltra forza, come farebbe un
peso attaccatole verticalmente, che la riduca al medesimo estremo. In questo secondo caso la
discesa del peso nel tender le bre di quella sarebbe uguale alla somma delle tensioni di tutte
quante le bre disposte lungo la stessa verga, ma nel primo dilatandosi il cerchio, e crescendo
cos la sua circonferenza, la forza che lo costringe, a dilatarsi non si avanzerebbe, se non quanto
cresce il raggio del circolo, mentre la somma delle tensioni delle medesime bre disposte in
giro sarebbe uguale allaccrescimento di tutta quanta la circonferenza.
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A.10 Chapter 10
10.1 Theoriae oscillationum, quas adhuc Auctores pro corporibus dederunt solidis, invariatum partium situm in illis ponunt, ita ut singula communi motu angulari ferantur. Corpora autem, quae
ex lo exili suspenduntur, aliam postulant theoriam, nec sufcere ad id negotium videntur
principia communiter in mechanica adhiberi solita, incerto nempe situ, quem corpora inter se
habeant, eodemque continue variabili.
10.2 Sed quod omnibus scriptis, quae sine analysi sunt composita, id potissimum Mechanicis
obtingit, ut Lector, etiamsi de veritate eorum, quae proferuntur, convincatur, tamen non satis
claram et distinctam eorum cognitionem assequatur, ita ut easdem quaestiones, si tantillum
immutentur, proprio marte vix resolvere valeat, nisi ipse in analysin inquirat easdemque
propositiones analytica methodo evolvat. Idem omnino mihi, cum Neutoni Principia et Hermanni Phoronomiam perlustrare coepissem, usu venit, ut, quamvis plurium problematum solutiones satis percepisse mihi viderere, tamen parum tantum discrepantia problemata resolvere non potuerim.
10.3 La composition des forces suft comme lon fait pour dmontrer lquilibre du levier, & rciproquement cette dernire proposition une fois prouve, on peut facilement en dduire la
composition des forces. Elle nous fournit dailleurs une dmonstration fort-simple du principe
des vitesses virtuelles, quon peut avec raisons considrer comme le plus fcond & le plus
universel de la Mcanique: tout les autres en effet sy rduisent sans peine, le principe de la
conservation des forces vives, & gnralement, tous ceux que quelques Gomtres on imagins pour faciliter la solution de plusieurs Problmes, nen sont quune consquence purement
gomtrique, ou plus tost ne sont que ce mme principe rduit en formule.
10.4 La force est donc une cause quelconque de mouvement. Sans connaitre la force en elle-mme,
nous concevons encore trs clairement quelle agit suivant une certaine direction, et avec une
certaine intensit.
10.5 On entend en gnral par force ou puissance la cause, quelle quelle soit, qui imprime ou tend
imprimer du mouvement au corps auquel on la suppose applique; & cest aussi par la quantit
du mouvement imprim, ou prt imprimer, que la force ou puissance doit sestimer. Dans
1tat dquilibre la force na pas dexercice actuel; elle ne produit quune simple tendance
au mouvement; mais on doit toujours la mesurer par leffet quelle produiroit si elle ntoit
pas arrte. En prenant une force quelconque, ou son effet pour lunit, lexpression de toute
autre force nest plus quun rapport, une quantit mathmatique qui peut tre reprsente par
des nombres ou des lignes; cest sous ce point de vue que lon doit considrer les forces dans
la Mchanique.
10.6 On ne peut cependant sempcher de reconnaitre que le principe du levier a seul lavantage
dtre fond sur la nature de lquilibre considr en lui-mme, et comme un tat indpendant du mouvement: dailleurs il y a une diffrence essentielle dans la manire destimer les
puissances, qui se font quilibre dans, ces deux principes. De sorte que, si lon ntait pas
parvenu, les lier par les rsultats, on aurait pu douter avec raison sil tait permis de substituer au principe fondamental du levier celui qui rsulte de la considration trangre des
mouvements composes.
10.7 De mme que le produit de la masse et de la vitesse exprime la force nie dun corps en
mouvement, ainsi le produit de la masse et de la force acclratrice que nous avons vu tre
reprsente par Ilment de la vitesse divis par llment du temps, exprimera, la force
lmentaire on naissante; et cette quantit, si on Ia considre comme la mesure de leffort
que le corps peut faire en vertu de la vitesse lmentaire quil a prise, ou quil tend prendre,
constitue ce quon nomme pression; mais si on la regarde comme la mesure (le la force ou
puissance ncessaire pour imprimer cette mme vitesse, elle est alors ce quon nomme force.
442
Appendix. Quotations
10.8 Cest un principe gnralement vrai en Statique que, si un systme quelconque de tant de
corps ou de points que lon veut, tirs chacun par des puissances quelconques, est en quilibre, et quon donne ce systme un petit mouvement quelconque, en vertu duquel chaque
point parcoure un espace inniment petit, la somme des puissances, multiplies chacune par
lespace que le point o elle est applique parcourt suivant la direction de cette mme puissance, sera toujours gaie zro.
10.9 Dans la question presente, si lon imagine que les lignes X,Y, Z, R, R deviennent, en variant
inniment peu la position de la Lune autour de son centre
X + X, Y + Y, Z + Z, R + R, R + R
il est facile de voir que les diffrences
X, Y, Z, R, R
exprimeront les espaces parcourus en mme temps pat le point dans des directions opposes
a celles des puissances
d2X
d 2Y
d2Z
T
S
, 2 , 2 , 2 , 2 dm
2
dt
dt
dt
R
R
qui sont censes agir sur ce point; on aura donc, pour les conditions de lquilibre, lquation
gnrale
d 2Y
d2Z
T
S
d2X
2 (X) + 2 (Y ) + 2 dm(Z) + 2 (R) + 2 (R )
dt
dt
dt
R
R
L
savoir, en changeant les signes,
d 2Y
d2Z
R
R
d2X
2 X + 2 Y + 2 Z + T 2 + S 2 .
dt
dt
dt
L
L R
L R
10.10 Le principe de Statique que je viens dexposer nest, dans le fond, quune gnralisation de
celui quon nomme communment le principe des vitesses virtuelles, et qui est reconnu depuis
longtemps par les Gomtres pour le principe fondamental de lquilibre. M. Jean Bernoulli
est le premier, que je sache, qui ait envisag ce principe sous un point de vue gnral et
applicable toutes les questions de Statique, comme on le peut voir dans la Section IX de la
nouvelle Mcanique de M. Varignon, ou cet habile Gomtre, aprs avoir rapport daprs
M. Bernoulli le principe dont il sagit, fait voir, par diffrentes applications, quil conduit aux
mmes conclusions que celui de la composition des forces.
10.11 Ensuite en ayant gard aux quations de condition, donnes par la nature du systme propos,
entre les coordonnes des diffrens corps, on rduira les variations de ces coordonnes au plus
petit nombre possible, ensorte que les variations restantes soient tout--fait indpendantes
entrelles & absolument arbitraires. Alors on galera zro la somme de tous les termes
affects de chacune de ces dernires variations; & lon aura toutes les quations ncessaires
pour la dtermination du mouvement du systme.
10.12 1. Le principe donn par M. dAlembert rduit les lois de la Dynamique celles de la Statique;
mais la recherche de ces dernires lois par les principes ordinaires de lquilibre du levier,
ou de la composition des forces, est souvent longue et pnible. Heureusement il y a un autre
principe de Statique plus gnral, et qui a surtout lavantage de pouvoir tre reprsent par
une quation analytique, laquelle renferme seule les conditions ncessaires pour lquilibre
dun systme quelconque de puissances. Tel est le principe connu sous la dnomination de
loi des vitesses virtuelles; on lnonce ordinairement ainsi: Quand des puissances se font
quilibre, les vitesses des points o elles sont appliques, estimes suivant la direction de ces
A.10 Chapter 10
443
puissances, sont en raison inverse de ces mmes puissances. Mais ce principe peut tre rendu
trs-gnral de la manire suivante.
2. Si un systme quelconque de corps, rduits a des points et tirs par des puissances quelconques, est en quilibre, et quon donne ce systme un petit mouvement quelconque en
vertu duquel chaque corps parcoure un espace inniment petit, la somme des puissances multiplies chacune par lespace que le point o elle est applique parcourt suivant la direction
de cette puissance est toujours gale a zro.
10.13 Pour avoir les valeurs des variations ou diffrences
p, q, r, . . . , p , q , r , . . .
on diffrentiera lordinaire les expressions des distances p, q.r, . . . , p , q , r mais en regardant les centres des forces comme xes.
10.14 De plus, en ayant gard la disposition mutuelle des corps, on aura une ou plusieurs quations
de condition entre les variables x, y, z, x , y , z par le moyen desquelles on pourra exprimer
toutes ces variables par quelques-unes dentre elles, ou bien par dautres variables en moindre nombre et telles, quelles soient entirement indpendantes et rpondent aux diffrents
mouvements que le systme peut recevoir.
10.15 Ceux qui jusqu prsent ont crit fur le Principe des vitesses virtuelles, se sont plutt attachs
dmontrer la vrit de ce principe par la conformit de ses rsultats avec ceux des principes
ordinaires de la Statique, qu montrer lusage quon en peut faire pour rsoudre directement
les problmes de cette Science. Nous nous sommes propos de remplir ce dernier objet avec
toute la gnralit dont il est susceptible, & de dduire du Principe dont il sagit, des formules analitiques qui renferment la solution de tous les problmes sur lquilibre des corps,
-peu-prs de la mme manire que les formules des soutangentes, des rayons osculateurs,
&, renferment la dtermination de ces lignes dans toutes les courbes.
10.16 Si un systme quelconque de tant de corps ou points que lon veut, tirs chacun par des
puissances quelconques, est en quilibre, et quon donne ce systme un petit mouvement
quelconque, en vertu duquel chaque point parcoure un espace inniment petit qui exprimera
sa vitesse virtuelle, la somme des puissances multiplies chacune par lespace que le point ou
elle est applique parcourt suivant la direction de cette mme puissance, sera toujours gale
zro, en regardant comme positifs les petits espaces parcourus dans le sens des puissances,
et comme ngatifs les espaces parcourus dans un sens oppos.
10.17 Et en gnral je crois pouvoir avancer que tous les principes gnraux quon pourroit encore
dcouvrir dans la science de lquilibre, ne seront que le mme principe des vitesses virtuelles,
envisag diffremment, & dont ils ne diffreront que dans lexpression. Au reste, ce Principe
est non seulement en lui mme trs simple & trs gnral; il a de plus lavantage prcieux
& unique de pouvoir se traduire en une formule gnrale qui renferme tous les problmes
quon peut proposer sur lquilibre des corps. Nous allons exposer cette formule dans toute
son tendue; nous tcherons mme de la prsenter dune manire encore plus gnrale quon
nest pas fait jusqu prsent, & den donner des applications nouvelles.
10.18 La loi gnrale de lquilibre dans les machines, est que les forces ou puissances soient
entrelles rciproquement comme les vitesses des points o elles sont appliques, estimes
suivant la direction de ces puissances.
10.19 On substituera ensuite ces expressions de d p, dq, dr, &, dans lquation propose, & il faudra
que cette quation ait lieu, indpendamment de toutes les indtermines, an que lquilibre
du systme subsiste en gnral & dans tous les sens. On galera donc sparment zero, la
somme des termes affects de chacune des mmes indtermines; & lon aura, par ce moyen,
autant dquations particulires, quil y aura de ces indtermines; or il nest pas difcile de
se convaincre que leur nombre doit toujours tre gal celui des quantits inconnues dans la
444
Appendix. Quotations
position du systme; donc on aura par cette mthode, autant dquations quil en faudra pour
dterminer ltat dquilibre du systme.
10.20 Maintenant comme ces quations ne doivent servir qu liminer un pareil nombre de diffrentielles dans lquation des vitesses virtuelles, aprs quoi les coefciens des diffrentielles restantes, doivent tre gals chacun zro, il nest pas difcile de prouver par
la thorie de llimination des quations linaires, quon aura les mmes rsultats si on
ajoute simplement lquation des vitesses virtuelles, les diffrentes quations de condition
dL = 0, dM = 0, dN = 0, &, multiplies chacune par un coefcient indtermin, quensuite
on gale zro la somme de tous les termes qui se trouvent multiplis par une mme diffrentielle; ce qui donnera autant dquations particulires quil y a de diffrentielles; quenn on
limine de ces dernieres quations les coefcients indtermins par lesquels on a multipli
les quations de condition.
10.21 Rciproquement ces forces peuvent tenir lieu des quations de condition rsultantes de la nature du systme donn; de manire quen employant ces forces, on pourra regarder les corps
comme entirement libres & sans aucune liaison. Et de-l on voit la raison mtaphysique,
pourquoi introduction des termes dL + dM + &c., dans lquation gnrale de lquilibre,
fait quon peut ensuite traiter cette quation comme si tous les corps du systme toient entirement libres; cest en quoi consiste lesprit de la mthode de cette section.
A proprement parler, les forces en question tiennent lieu des rsistances que les corps devroient prouver en vertu de leur liaison mutuelle, ou de la part des obstacles qui, par la
nature du systme, pourroient sopposer leur mouvement, ou plutt ces forces ne sont que
les forces mmes de ces rsistances, lesquelles doivent tre gales & directement opposes
aux pressions exerces par les corps. Notre mthode donne, comme lon voit, le moyen de
dterminer ces forces & ces rsistances; ce qui nest pas un des moindres avantages de cette
mthode.
10.22 Quant la nature du principe des vitesses virtuelles, il faut convenir quil nest pas assez
vident par lui-mme pour pouvoir tre rig en principe primitif; mais on petit le regarder
comme lexpression gnrale des lois de lquilibre, dduites des deux principes que nous
venons dexposer. Aussi, dans les dmonstrations quon a donnes de ce principe, on la
toujours fait dpendre de ceux-ci, par des moyens plus on moins directs. Mais ii y a, en
Statique, un autre principe gnral et indpendant du levier et de la composition des forces,
quoique les mcaniciens ly rapportent communment, lequel parait tre le fondement naturel
du principe des vitesses virtuelles; on peut lappeler le principe des poulies.
10.23 On a object, avec raison, cette assertion de Lagrange lexemple dun point pesant en quilibre an sommet le plus lev dune courbe; il est vident quun dplacement inniment petit
le ferait descendre, et, pourtant, ce dplacement ne se produit pas. La premire dmonstration
rigoureuse du principe des vitesses virtuelles est due Fourier (Journal de cole Polytechnique, tome II, an VII). Le mme Cahier du Journal contient la dmonstration que Lagrange
reproduit ici.
10.24 Si donc on imprimant chaque corps des forces gales et directement contraire a celles-l,
leffet de ces forces serait dtruit par la rsistances dont nous venons de parler; par consquent,
le systme devrait demeure en quilibre. [] Or, par le principe des vitesses virtuelles, la
somme des forces multiplie chaque par la vitesse que le point o elle est applique aurait,
suivant la direction de la force, si on donnant au systme un mouvement quelconque, doit
tre nulle dans le cas de lquilibre [] on aura pour lquilibre des forces dont il sagit,
lquation:
f (x) f (y) f (z) f () f () f () &c. = 0
A.10 Chapter 10
445
= F () + (),
X = F (x) + (x),
Y = F (y) + (y),
= F () + ()
Z = F (z) + (z)
= F () + (),
Z = F (z) + (z)
Y = F (y) + (y),
et de l on tirera immdiatement
Xx +Y y + Zz + + + + Xx + Yy + Zz =
F(x, y, z, , , , x, y, z) + (x, y, z, , , , x, y, z) .
Le second membre de cette quation est videmment nul, en vertu des quations de condition,
puisque les quantits indtermines , , se trouvent multiplies par les fonctions primes de
ces quations; donc on aura
Xx +Y y + Zz + + + + Xx + Yy + Zz = 0
quation gnrale du principe des vitesses virtuelles pour Iquilibre des forces X,Y, Z,
, , , X, Y, Z, dans laquelle les fonctions primes x , y , z , , expriment les vitesses
virtuelles des points auxquels soit appliques les forces X,Y, Z, estimes suivant les directions de ces forces.
Au reste, on ne doit pas tre surpris de voir le principe des vitesses virtuelles devenir une
consquence naturelle des formules qui expriment les forces daprs les quations de condition, puisque la considration dun l qui par sa tension uniforme agit sur tous les corps et y
produit des forces donnes suft pour conduire une dmonstration directe et gnrale de ce
principe, comme je lai fait voir dans la seconde.
10.27 On peut stonner que lillustre auteur, ordinairement si soigneux de faire connaitre lorigine
des ides quil expose, ne fasse ici aucune citation. Le passage quon vient da lire est, en effet,
postrieur da sept annes la publication du clbre Mmoire sur lEquilibre et le mouvement des systmes, dans lequel M. Poinsot se propose et rsout prcisment la mme question, daffranchir la mcanique du principe des vitesses virtuelles en cherchant directement
les forces qui correspondent une quation donne. Ce Mmoire avait vivement frapp Lagrange, comme le prouvent des notes autographes nombreuse places par lui sur les marges
dun exemplaire quil ma t permis de consulter. Je me bornerai reproduire ici une de ces
notes, qui ne peut laisser subsister aucun doute sur la question de priorit.
446
Appendix. Quotations
10.28 Au reste le principe de Statique que je viens dexposer, tant combine avec le principe de
Dynamique donn par M. dAlembert, constitue une espce de formule gnrale qui renferme
la solution de tons les Problmes qui regardent le mouvement des corps.
10.29 Si maintenant on suppose le systme en mouvement, & quon regarde le mouvement que
chaque corps a dans un instant comme compos de deux; dont lun soit celui que le corps
aura dans linstant suivant, il faudra que lautre soit dtruit par laction rciproque des corps,
& par celle des forces motrices dont ils sont actuellement anims. Ainsi il devra y avoir
quilibre entre ces forces & les pressions ou rsistances qui rsultent des mouvemens quon
peut regarder comme perdus par les corps dun instant lautre. Do il suit que pour tendre
au mouvement du systme la formule de son quilibre il sufra dy ajouter les termes ds ces
dernieres forces.
10.30 Il est clair que le mouvement ou la vitesse du corps m dans linstant dt ou peut tre regarde
comme compose de trois autres vitesses exprimes par:
dx
,
dt
dy
,
dt
dz
dt
et diriges paralllement aux axes des x, y, z. Il est de plus vident que si le corps tait libre et
quaucune force trangre nagit sur lui, chacune de ces trois vitesses demeurerait constante;
mais dans linstant suivant elles se changent rellement en celles-ci
dx
dx
+d ,
dt
dt
dy
dy
+d ,
dt
dt
dz
dz
+d
dt
dt
donc, si lon regarde les vitesses prcdentes comme composes de ces dernires et des
vitesses
dy
dz
dx
d ,
d
d ,
dt
dt
dt
ou bien (en prenant di constant)
d2x
,
dt 2
d2y
,
dt 2
d2z
dt 2
il sensuit que celles-ci doivent tre dtruites par laction des forces qui agissent sur les corps.
Mais ces vitesses sont dues des forces acclratrices gales
d2x
,
dt 2
d2y
,
dt 2
d2z
dt 2
et diriges paralllement aux axes des x, y, z (en exprimant, suivant lusage reu, la force
acclratrice par llment de la vitesse divis par llment du temps), on, ce qui revient au
mme, des forces gales
d2x
d2y
d2z
,
,
dt 2
dt 2
dt 2
et diriges en sens contraire.
[]
Dou il suit quil doit y avoir quilibre entre ces diffrentes forces et les autres forces qui
sollicitent les corps, et quainsi les lois du mouvement du systme se rduisent celles de son
quilibre; cest en quoi consiste le beau principe de Dynamique de M. dAlembert.
10.31 Si lon imprime plusieurs corps des mouvements quils soient forc de changer cause de
leur action mutuelle. il est claire quon peut regarder ces mouvements comme composs de
ceux que les corps prendront rellement, et dautres mouvements qui sont dtruites: dou il
suit que ces deniers doivent tre tels, que les corps anims de ces seuls mouvements se fassent
quilibre.
A.10 Chapter 10
447
10.32 Mais la difcult de dterminer les forces qui doivent tre dtruites, ainsi que les lois de
lquilibre entre ces forces, rend souvent lapplication de ce principe embarrassant et pnible.
[]
Si lon voulait viter les dcompositions de mouvements que ce principe exige, il ny aurait
qu tablir tout de suite lquilibre entre les forces et les mouvements engendrs, mais pris
dans des directions contraires. Car, si lon imagine quon imprime chaque corps, en sens
contraire, le mouvement quil doit prendre, it est clair que le systme sera rduit au repos;
par consquent, il faudra que ces mouvements dtruisent ceux que les corps avaient reus et
quils auraient suivis sans leur action mutuelle; ainsi il doit, y avoir quilibre entre tous ces
mouvements, ou entre les forces qui peuvent les produire.
Cette manire de rappeler les lois de la Dynamique celles de la Statique est la vrit moins
directe que celle qui rsulte du principe de dAlembert, mais elle offre plus de simplicit dans
les applications; elle revient celle dHerman et dEuler qui la employe dans la solution de
beaucoup de problmes de Mcanique, et on la trouve dans quelques Traits de Mcanique.
sous le nom de Principe de dAlembert.
10.33 Comme il sagit prsentement de dterminer le mouvement de la corde par les forces sollicitantes, soit la force acclratrice, par laquelle le point M de la corde est acclr vers laxe
AB = P, & il est clair que toutes ces forces, par lesquelles chacun des lemens de la corde
est press vers laxe AB prises ensemble doivent tre quivalentes la force, par laquelle la
corde est actuellement tendue & qui nous avons pose AF = F; ou bien, si nous concevons
des forces contraries & gales P, appliques suivant ML dans chacun des points M de la
corde, alors elles devront se trouver en quilibre avec la force qui tend la corde.
10.34 Pourquoi donc aurions-nous recours ce principe dont tout le monde fait usage aujourdhui,
que la force acclratrice est proportionnelle llment de vitesse? [] Nous nexaminerons
point si ce principe est de vrit ncessaire [] non plus, avec quelque Gometres, comme
de vrit contingente [] nous nous contenterons dobserver, que vrai ou douteux, clair ou
obscure, il est inutile la Mchanique, & que par consquent il doit tre banni.
10.35 Ce que nous appelons causes, mme de la premire espce, nest tel quimproprement; ce sont
des effets desquels il rsulte dautres effets. Un corps en pousse un autre, cest--dire ce corps
est en mouvement, il en rencontre un autre, il doit ncessairement arriver du changement
cette occasion dans ltat des deux corps, cause de leur impntrabilit; lon dtermine les
lois de ce changement par des principes certains, & lon regarde en consquence le corps
choquant comme la cause du mouvement du corps choqu. Mais cette faon de parler est
impropre. La cause mtaphysique, la vraie cause nous est inconnue.
10.36 Ainsi nous entendrons en gnral par la force motrice le produit de la masse qui se meut
par llement de sa vitesse, ou qui est la mme chose, par le petit espace quelle parcurroit
dans un instant donn en vertu de la cause qui acclere ou retarde son Mouvement; par force
acclratrice nous entendrons simplement llment de la vitesse.
10.37 Problme Gnral
Soit donn un systme de corps disposs les uns par rapport aux autres dune manire quelconque; & supposons qon imprime chacun de ces Corps un Mouvement particulier, quil ne
puisse suivre cause de laction des autres Corps; trouver le Mouvement que chaque Corps
doit prendre.
Solution
Soient A, B,C, &c. les corps qui composent le systme, & suppose quon leur ait imprim les
mouvemens a, b, c, &c. quils soient forcs, cause de leur action mutuelle, de changer dans
le mouvemens a, b, c, &c. Il est clair quon peut regarder le mouvement a comme imprim au
Corp A comme compos du mouvement a, quil a prise, & dun autre mouvement ; quon
peut de mme regarder le mouvemens b, c, &c. comme compos de mouvemens b, , c, ,
&c. dou il sensuit que le mouvement des corps A, B,C, &c. entreux auroit t le mme, si
au lieu de leur donner les impulsions a, b, c on leur donn la fois les doubles impulsions
448
Appendix. Quotations
a, ; b, , c; , &c. Or par la supposition, les corps A, B,C, &c. ont prix deux mmes les
mouvemens a, b, c,&c. Donc les mouvemens , , , &c. doivent tre tels quils ne dranger
rien dans les mouvemens a, b, c, &c. cest--dire que si les corps navoient reu que les mouvemens , , , &c. ces mouvemens auroient du se dtruire, le systme demeurer en repos.
De l rsulte le principe suivant, pour trouver le mouvement de plusieurs corps qui agissent
les uns sur les autres. Dcompos le mouvemens a, b, c, &c. imprims chaque corps, chacun
en deux autres a, ; b, ; c, , &c., qui soient tels, qui si lon neut imprim aux corps que les
mouvemens a, b, c, &c. ils eussent pu conserver ces mouvemens sans se nuire rciproquement;
& que si on ne leur eut imprim que les mouvements , , , &c. le systme fut demeure en
repos; il est claire que a, b, c seront les mouvemens que ces corps prendront en vertu de leur
action. Ce quil falloit trouver.
10.38 On voit encore quil a t inutile de rappeler le fameux principe de DAlembert, qui rduit
la Dynamique a la statique. En vertu de ce principe, si lon dcompose chaque mouvement
imprim en deux autres, dont lun soit celui que le corps prendra rellement, tous les autres
doivent se faire quilibre entre eux; cest--dire, que si lon dcompose chaque mouvement
imprim en deux autres dont lun soit celui que le corps perd, lautre sera celui quil prendra.
Mais cela revient immdiatement ce quion vient de dire, savoir que le mouvement rel de
chaque point est la rsultant de son mouvement imprim, et de la rsistance quil prouve par
sa liaison avec les autres; ce qui est vident de soi-mme. Ainsi le principe de DAlembert
nest au fond que cette ide simple quon remarque peine dans la suite du raisonnement, et
qui ne revt la forme dun principe que par lexpression quon lui donne.
10.39 Lavantage du principe de DAlembert consiste trouver les lois du mouvement indpendamment de la considration des rsistances ou forces de tension quon employait avant lui.
10.40 Les forces de rsistance dont en parle ne sont autre chose que les forces capables dtre en
quilibre sur le systme, ce sont les mmes que celles qui emplois DAlembert. Cest, si lon
veut pour abrger, quon les appelle forces de rsistance mutuelles.
A.11 Chapter 11
11.1 On a donn a cet opuscule le titre dEssai sur les machines en gnral, premirement, parce
que ce sont principalement les machines quon y en vue, comme tant lobjet le plus importante de la mcanique; et en second lieu, parce quil ny est question daucune machine
particulire, mais seulement des proprits qui sont communes toutes.
11.2 Parmi les philosophes qui soccupent de la recherche des loix du mouvement, les uns font de
la mcanique une science exprimentale, les autres, une science purement rationnelle; cest-dire, que les premiers comparant les phnomnes de la nature, les dcomposent, pour ainsi
dire, pour connotre ce qui, ont de commun, et le rduire ainsi a un petit nombre de faits principaux, qui servent en suite expliquer tous les autres, et prvoir ce qui doit arriver dans
chaque circonstance; les autres commencent par des hypothses, puis raisonnant consquemment leurs suppositions, parviennent dcouvrir les loix que suivirent les corps dans leurs
mouvements, si leur hypothses toient conformes la nature, puis comparant leurs rsultats avec les phnomnes, et trouvant quils saccordent, en concluent que leur hypothse est
exact, cest dire, que les corps suivent en effet les loix quils navoient fait dabord que
supposer.
Les premiers de ces deux classes de philosophes, partent donc dans leurs recherches, des
notions primitives que la nature a imprimes en nous, et des expriences quelle nous offre
continuellement; les autres partent de dnitions et dhypothses; pour les premiers, les noms
de corps, de puissance, dquilibre, de mouvement, rpondent des ides premires; ils ne
peuvent ni ne doivent dnir; les autres au contraire ayant tout a tirer de leur propre lands, sont
A.11 Chapter 11
449
oblig de dnir ces termes avec exactitude, et dexpliquer clairement toutes leurs suppositions; mais si cette mthode paroit plus lgante, elle est aussi bien plus difcile que lautre;
car il ny a rien da embarrassant dans la plupart des sciences rationnelles, et sur-tout dans
celle-ci, que de poser dabord dexactes dnitions sur les quelles il ne reste aucune ambiguit: ce seroit me jeter dans des discussions mtaphysiques, bien au dessus de mes forces, que
de vouloir approfondir toutes celles quon a proposes jusquici: je me contenterai dexaminer
la premire et la plus simple.
[]
Les deux loix fondamentales dont je suis parti (Xl), sont donc des vrits purement exprimentales; et je les ai proposes comme telles. Une explication dtaille de ces principes nentroit
pas dans le plan de cet ouvrage, et nauroit peut-tre servi qui embrouiller les choses: les
sciences sont comme un beau euve, dont le cours est facile suivre, lorsquil a acquis une
certaine rgularit; mais si len veut remonter la source, on ne la trouve nulle part, parce
quelle est par-tout; elle est rpandue en quelque sorte sur toute la surface de la terre; de mme
si lon veut remonter lorigine des sciences, on ne trouve quobscurit, ides vagues, cercles
vicieux; et lon se perde dans les ides primitif.
11.3 Les anciens tablirent en axiome que toutes nos ides viennent des sens: et cette grande vrit
nest plus aujourdhui un sujet de contestation.
11.4 Cependant les sciences ne tirent pas toutes un mme fonds de lexprience: les mathmatiques pures en tirent moins que toutes les autres; ensuite les sciences physico-mathmatiques;
ensuite les sciences.
Il sroit sans doute satisfaisant de pouvoir assigner su juste dans chaque science, le point o
elle cesse detre exprimentale pour devenir entirement rationnelle: cest--dire, de pouvoir
rduire au plus petit nombre possible les vrits quon est oblig de tirer de lobservation, et
qui une fois tablies, sufsent pour qutant combines par le seul raisonnement, elles embrassent toutes les ramications de la science: mais cela paroit trs-difcile. En voulant remonter trop haut par le seul raisonnement, on sexpose donner des dnitions obscures, des
dmonstrations vagues et peu rigoureuses. Il y a moins dinconvnient tirer de lexprience
plus de donnes quil ne seroit peut-etre strictement ncessaire.
[]
Cest donc dans lexprience que les hommes ont puis les premires notions de la mcanique.
Cependant les lois fondamentales de lquilibre et du mouvement qui lui servent de base
soffrent dune part si naturellement la raison, et de lautre, elles se manifestent si clairement
par le faits les plus communs, quil semble dabord difcile de dire, si cest lune plutt
quaux autres que nous devons la parfaite conviction de ces lois.
11.5 Maintenant il sagit dtablir sur ces faits, et sur les autres observations qui peuvent encore
soffrir, des hypothses qui se trouvent constamment daccord avec ces observations, et que
ds-lors on puisse regarder comme des lois gnrales de la nature.
[]
Nous comparons ensuite les consquences qui en rsultent, avec les phnomnes, et si nous
trouvons quils saccordent, nous conclurons que nous pouvons considrer ces hypothses
comme les vritable lois de la nature.
11.6 Mon objet na pas t de les rduire au plus petit nombre possible; il me suft quelles ne
soient point contradictoires et quelles soient clairement entendues [] mais elles sont peuttre plus propre conrmer les principes, en faisant voir comment ils ne sont, pour ainsi dire,
que les mmes vrits qui reparoissent toujours sous des formes diffrentes.
11.7 Connaissant le mouvement virtuel dun systme quelconque de corps, (cest--dire, celui
que prenderoit chacun de ces corps, sil toit libre) trouver le mouvement rel qui aura lieu
linstant suivant, cause de laction rciproque des corps, en les considrant tels quils existent dans la nature, cest--dire, comme dous de linertie commune toutes les parties de la
matire.
450
Appendix. Quotations
A.11 Chapter 11
451
mV pdt cos R mV dV = 0
452
Appendix. Quotations
11.24 Plusieurs corps soumis aux loix dune attraction exerce en raison dune fonction quelconque
des distances, soit par ces corps mmes les uns sur les autres, soit par diffrents points xes,
tant appliqu une machine quelconque; si lon fait passer cette machine dune position
quelconque donne, celle de lquilibre, le moment dactivit consomm dans ce passage par
les forces attractives dont ces corps seront anims pendant ce mouvement, sera un maximum.
A.12 Chapter 12
12.1 Al rinascere delle Scienze Galileo investig i Teorici Fondamenti dellequilibrio, e del moto
assoggettandoli alla guida della Geometria, e col Principio delle Velocit Virtuali sparse una
nuova, universale radiazione, in tutte le macchine semplici e composte.
[]
Infatti la Meccanica per mezzo del Principio delle Velocit Virtuali, unita alla Geometria
partecip della medesima evidenza, e ne god i privilegi, per tutta lampiezza, in cui poteva
spaziare la sintesi. In seguito la nuova Geometria (la quale con rapido volo percorre lo spazio,
che lantica era obbligata a misurare con lento passo, e giunge ove quella non si sa che sia
mai penetrata) ha corrisposto alle pi lusinghiere speranze, ed il Sig. La Grange il primo
nellimmortale sua Opera intitolata Meccanica Analitica, non solo mostr che il Principio
delle Velocit Virtuali dovuto a Galileo, ma rilev ancora, che questo Principio ha il vantaggio di potersi tradurre in linguaggio algebraico, cio di essere espresso per una formula
analitica, onde tutte le risorse della analisi vi si applicano direttamente.
Quel Principio dopo inventato da Galileo era rimasto, quasi negletto, come penderebbe inutile
una grande spada, no a tanto che non nascesse un braccio atto a brandirla. Infatti il Sig. La
Grange padrone di tutto lEnte matematico, ha saputo valutarne limportanza, e la fecondit
facendo per mezzo di esso della Meccanica una scienza nuova a segno, che nella universale
dottrina dellequilibrio, e del moto dei solidi, e dei uidi, tutti quei difcili Problemi, che
avevano condotto no ad ora i Geometri per mille diverse spinosissime strade, sono ridotti
ad un procedere regolare ed uniforme. E per dare unidea di quanto abbia progredito lo spirito
umano, si pu dire, che il moto, e lequilibrio dei Corpi Celesti, la gura di essi e le orbite,
che descrivono, non richiamano in sostanza, per quanto appartiene alla Meccanica, a considerare altre leggi oltre quelle, che hanno luogo nel calcolare il moto, e lequilibrio di un Vette
del primo genere quantunque le difcolt di puro calcolo, e la moltitudine degli oggetti da
contemplare presentino un apparato pi vasto, ed imponente.
[]
Alcuni si sono occupati nel far vedere, che questo Principio vero, mostrando la conformit
dei risultati di esso con quelli dedotti da altri metodi universalmente ammessi. Ma veramente
non se ne potesse ottenere altra autentica, saremmo ben lontani dallo scopo, a cui mirano
ordinariamente i Geometri; nella stessa guisa, che allor quando i seguaci di Leibnitz mancavano di una convincente dimostrazione del Calcolo Innitesimale, era debole appoggio per
essi losservare luniformit de suoi resultati, con quelli della Geometria degli Antichi.
[]
Quella comune facolt di primitiva intuizione, per cui ognuno si convince facilmente di un
semplice assioma Geometrico, come per esempio, che il tutto sia maggior della parte non
serve certamente per convenire della sopraccennata verit meccanica, la quale tanto pi
complicata di quello che sia uno degli ordinari assiomi, quanto il genio di quei grandi Uomini, che lhanno ammessa per assioma, supera lordinaria misura dellingegno umano; ed
in conseguenza necessario per coloro, che non ne restano appagati, il procurarsene una dimostrazione dipendentemente da estranee teorie, come piaciuto al Riccati (che con qualche
soccorso tutto metasico, si ristretto presso a poco a questo caso particolare in alcune Lettere stampate in Venezia nel 1772) ovvero riposarsi sulla fede duomini sommi disprezzando
labituale ripugnanza ad introdurre in Matematica il peso dellautorit. E se veramente questa
tiranna della ragione dovesse per una sol volta apparire nel Tempio dUrania, non potrebbe
seguir ci con minore scandalo, che trovandosi essa in mezzo a Galileo, e a La Grange.
A.12 Chapter 12
453
12.2 Teorema. Lequazione delle forze avr luogo egualmente che quella dei momenti, quando i
corpi saranno stabiliti in linea retta, ed inoltre le forze comunque applicatevi, se non avranno
le direzioni parallele tra loro, le avranno almeno tali, che sieno parallele le proiezioni di esse,
fatte in un piano passante per la linea dei corpi.
12.3 Si potr dunque concludere, che in ogni sistema, in cui lequilibrio dipenda dalle equazioni
punti (1), (2), (3), (4), (5), (6) [4.38], del LXXI, la propriet della somma dei momenti = 0
una propriet necessaria e indivisibile dallequilibrio.
12.4 Non dunque possibile di negare, che qualunque volta abbia luogo lequilibrio, esista necessariamente lequazione dei momenti; ma gli sicuro che qualunque volta esiste lequazione
dei momenti abbia sempre luogo lequilibrio.
12.5 Potrebbe dubitarsi che oltre a queste sei equazioni se ne potessero dare altre.
12.6 Jai lu votre Ouvrage avec plaisir. Sil a encore quelque chose dsirer dans la Mcanique,
cest le rapprochement, et la runion des principes, qui lui servent de base, et peut-tre mme
la dmonstration rigoureuse et directe de ces principes. Votre travail est un nouveau service
rendu a cette science. Vous observez avec raison, quil y a des cas, o lquation des vitesses
virtuelles a lieu aussi par rapport aux diffrences nies, le systme alors en changeant de
situation ne cesse par dtre en quilibre. Ces sortes dquilibres tiennent le milieu entre
les quilibres stables, o le systme revient de lui mime son premier tat, lorsquil en est
drange, et les quilibres non stables, o le systme, une fois drang de son tat dquilibre,
tend sen loigner de plus en plus.
12.7 Jai donn une dmonstration du principe des vitesses virtuelles tire de 1quilibre des
mousses. Un principe si important ne peut-tre prouv de trop de manires. Votre travail
sur ce sujet a, outre son propre mrite, celui davoir fait clore dautres ouvrages, et on lui
doit les Mmoires de Prony et de Fourier, et dont 1es auteurs ont d vous faire hommage.
12.8 Se poi supponghiamo che siano pi punti in qualunque modo insieme connessi, e muovansi
ancora allintorno dun asse qualsiasi, chi che subito non ravvisi che la teoria di siffatto
moto dal principio del vette dipende necessariamente.
12.9 Bench, come notammo, alcuni son davviso che una dimostrazione rigorosa della teoria del
vette da Archimede e dopo di lui da altri uomini prestatissimi investigata lasci tuttor desiderio
di s.
12.10 Dunque dovremo essere ancor noi del sentimento di quelli che opinano avere il principio
di risoluzion delle forze e di composizione per invisibil compagnia linfallibilit metasica;
quello del vette, il patrocinio soltanto della continua e costante esperienza, e nalmente quello
delle velocit virtuali che da due precedenti deducesi, non poter maggior grado di certezza
acquistare di quello che si ravvisa nel principio del vette.
12.11 Eclaircir le principe des vitesses virtuelle dans toute sa gnralit tel quil a t nonc par
M. Lagrange: Faire voir, si ce principe doit tre regard, comme une vrit vident par la seul
exposition du principe mme, ou sil exige une dmonstration: fournir cette dmonstration
dans le case quon la juge ncessaire.
12.12 Quocumque modo secum invicem connectantur duo puncta A et A , si velocitates eorum
virtuales v, v sint semper intensionis aequales, vires P, P respective iis applicate et in rectis
velocitatum oppositae in aequilibrio constant.
12.13 Propositiones septem priores ex prolegomenis mechanices depromptae ut axiomata teneri
debent; ultimam vero ut concedatur saltem postulamus. Caeterum eius evidentiam paucis
declarare iuvat.
454
Appendix. Quotations
12.14 Libenter fateor Polyspastum apud antiquos, licet ab iis cognitum, uti , inter alia , ex Pappi collectionum libro 8 col1igitur, (erat enim Polyspaston tertia facultas mechanica apud Heronem)
minus celebratum quam vectis et in novissimi temporibus, inter aequilibrii scientiae principia,
praedicatum non fuisse nisi a solis fere Landen et Lagrange: ast ubi de delectu principii agitur, attendendum videtur ad ipsius evidentiam et foecunditatem praesertim: porro commoda
haec in summo gradu prae se fert Polyspasti theoria at nemo non diftebitur.
12.15 Dicet insuper aliquis forsan mancam aut incompletam esse nostram demonstrationem, ratus
cum quibusdam proeliandum esse non solum ab aequilibrii inter vires hypothesi momentorum aequationem dimanare, sed etiam reciproce, ex hypothesi momentorum aequationis,
aequilibrium inter vires sequi: verum attendatur momentorum aequatione (6) (11), quae in
aequilibrio systematis Polyspastis instructi valet, exprimi evidenter aequilibrium adesse inter
vires; eandemque, propter propositionum concatenationem , aequationis momentorum signicationem obtinere in omni systematum genere et liquebit aequationem hanc haberi debere
ut aequilibrium adesse declarantem non vero tantum ut aequilibrium Concomitantem.
12.16 Perciocch vedesi costretta a mettere in campo il ripiego di certo meccanico movimento ttizio innitesimale, che diede occasione bens alla scoperta dinsigni verit maravigliose, ma
che lascia nel tempo stesso sussistere tuttora il desiderio di una chiara semplice ed unica
dimostrazione del vincolo primitivo, e necessario, che ad esso lega siffatte propriet, dimostrazione che pu dirsi non ancora conseguita, se si considera lincostanza, la complicazione, e loscurit dei tentativi, che per essa sono stati fatti.
12.17 Si plusieurs forces, ayant des directions quelconques, sont appliques un systme de corps ou
de points et se font quilibre; la somme de ces puissances multiplies chacune par la vitesse
quelle tend imprimer au point auquel elle est applique est ncessairement gale zero.
On voit videmment que cet nonc rentre dans celui qui t expose ci-dessus, mais quil
en seulement degag des quantits inniment petits.
12.18 Queste riessioni persuadono che sarebbe un cattivo losofo chi si ostinasse a volere conoscere la verit del principio fondamentale della meccanica in quella maniera che gli riesce
manifesta levidenza degli assiomi. Per dovr necessariamente mancare di questa evidenza
il principio che assumer [] il quale lo stesso assunto da Lagrange nella parte terza della
teorica delle funzioni. Ma se il principio fondamentale della meccanica non pu essere evidente, dovr essere non di meno una verit facile a intendersi e a persuadersi.
12.19 Se un corpo attratto verso un punto no a passare in linea retta nel tempo t lo spazio (t),
qualora gli venga impresso un altro moto [] t [] per lazione simultanea dei due moti
non percorre uno spazio espresso da (t) + t ma da unaltra funzione del tempo.
A.13 Chapter 13
13.1 Pour la Patrie, pour les Sciences et la Gloire.
13.2 Je dois aussi indiquer aux lves un ouvrage dont il leur sera trs-utile de runir la lecture
et ltude, aux instructions quils reoivent lcole sur fa mme matire cest un, mmoire
italien publi Florence en 1796, par M. Fossombroni, et intitul Memoria sul principio delle
velocit virtuali. Ce trait leur offrira une foule dexercice trs-protables sur-tout ceux qui
veulent tudier la Mcanique analytique.
13.3 La dmonstration prcdent ne laisse rien dsirer pour la rigueur; mais lquation des
vitesses virtuelles, prsente de cette manire, offre une consquence plutt quune vrit
fondamentale; et il est ncessaire, pour lui conserver le caractre de principe, de la dduire
de thormes de Mcanique encore plus lmentaire et plus prs des vrits de dnition que
A.13 Chapter 13
455
ceux dont je me suis servi: cest que je vais faire, en ne supposant que la composition des
puissances appliques un point unique et de celle des puissances parallles.
13.4 Jai pens aussi quil ne sufsait pas de prouver, dune manire absolue, la vrit de la proposition, mais quon devait le faire indpendamment de la connaissance que nous avons des
conditions de de lquilibre dans les diffrentes espces de corps, puisquil sagit de considrer ces conditions comme des consquences de la proposition gnrale. Cet objet se trouve
rempli par les dmonstrations que nous allons rapporter; il nous semble quelles ne laissent
rien dsirer sous le double rapport de ltendue et de lexactitude. Nous supposerons connue
le principe de levier, tel quil est dmontr dans les livres dArchimde, ou ce qui revient au
mme le thorme de Stevin sur la composition des forces, et quelques propositions quil est
ais de dduire des prcdentes.
13.5 Si un corps est dplac par une cause quelconque suivant une certaine loi, chacune des quantits qui varient avec sa position, comme la distance dun de ses points un point ou un
plan xe, est une fonction dtermine du temps, et peut tre considre comme lordonne
dune courbe plane dont le temps est labscisse, la tangente de langle que fait cette courbe
lorigine avec la ligne des abscisses, o la premire raison de laccroissement de lordonne
labscisse exprime la vitesse avec laquelle cette quantit commence a croitre, ou, pour nous
servir dune dnomination reue, la uxion de cette quantit.
Le corps tant soumis laction de plusieurs forces, si lon prend sur la direction de chacune
un point xe dont la force tende a rapprocher le point du systme o elle est applique, le produit de cette force par la uxion de la distance entre les deux points est le moment de la force:
le corps peut tre dplac dune, innit de manires, et chacune rpond une valeur du moment. Si lon prend le moment de chaque force pour un mme dplacement, la somme de tous
ces momens contemporains sera appele le moment total, ou le moment des forces, pour ce
dplacement. Nous distinguerons dabord les dplacemens compatibles avec lespce et ltat
du systme, de ceux quon ne petit lui faire prouver sans altrer les conditions auxquelles
il est assujetti; et nous supposons ces conditions exprime, autant quil est possible, par des
quations.
Maintenant le principe des vitesses virtuelles consiste en ce que les forces qui sollicitent un
corps de quelque nature quil puisse tre, tant supposes se faire quilibre, le moment total
des forces est nul pour chacun des dplacemens qui satisfont aux equations de condition.
Jean Bernoulli considre au lieu des uxions les accroissements naissans. Il faut alors regarder
chacun des points du systme comme dcrivant un petit espace rectiligne dun mouvement
uniforme pendant un instant inniment petit. Cet petit espace projet perpendiculairement
sur la direction de la force, est la vitesse virtuelle; et si on la multiplie par la force, le produit
reprsent le moment. Jadopterai cette heureuse abrviation, et tous les procds usits du
calcul diffrentiel.
13.6 Si lon considre deux forces qui se font quilibre tant appliques aux extermins dun l
inextensible, il sera facile de connaitre leur moment total pour un dplacement compatible
avec la nature du corps en quilibre. Il suit de larticle prcdent, que le moment est nul
toutes ls fois que la distance est conserve; cest--dire, lorsque lquation de condition est
satisfaite. Pour tous les autres dplacemens possibles, le moment est positif, et le systme en
quilibre ne peut tre trouble de manire que le moment total soit ngatif.
13.7 Au lieu de transformer, comme nous lavons fait jusquici, les forces qui sollicitent le systme, nous substituerons ce systme, sur le quel elles agissent, un corps plus simple, mais
susceptible dtre dplac de la mme manire.
13.8 Si lon se contentait de substituer chacune des forces un poids attach a un l renvoy par
une poulie xe, on reconnaitrait que pour chaque dplacement du systme en quilibre la
quantit de mouvement des poids que slvent est gale celle des poids qui sabaissent; et
quoique cette remarque ne puisse pas tre considre comme une dmonstration, nanmoins
elle ramne le principe des vitesses virtuelles celui de Descartes, ou au principe, employ
456
Appendix. Quotations
par Toricelli. Il est naturel de penser que Jean Bernoulli connaissait quelque construction
analogue. On trouve les memes ides dans un ouvrage de Carnot, imprim ds 1783, sous ce
litre: Essai sur les machines en gnral.
13.9 Le principe des vitesses virtuelles qui sen de base cet admirable ouvrage, fut considr
par son auteur comme un fait dont il ne se proposait alors que de dvelopper toutes les consquences; on sest occup depuis de la dmonstration gnrale de ce principe M. Lagrange
la ramen, dune manire trs-simple, au principe de lquilibre des mousses, M. Carnot
celui de lquilibre du levier. La dmonstration de ce mme principe a t dduite par
M. Laplace, de considrations plus gnrales, mais trop abstraites peut-tre pour tre mises
facilement la porte des commenans. Je me suis propos de donner, autant quil me sera
possible, la mme gnralit une dmonstration qui repost uniquement sur la thorie de la
composition et de la dcomposition des forces appliques un mme point, et qui fut dgag
de la considration des quantits inniment petite: tel a t le but que je me suis propos dans
les recherches que jai lhonneur de prsenter la classe.
13.10 Les lois de lquilibre se dduisent, de la manire la plus rigoureuse, de quelques considrations fort simples, lorsque les forces sont appliques un mme point; mais elles deviennent
plus difciles dmontrer, surtout lorsquon se propose de les considrer dans toute leur
gnralit, ds que les forces agissent sur diffrens points: assujettis des conditions qui contribuent la destruction mutuelle des forces. La difcult vient surtout de la ncessit de faire
entrer, dune manire gnrale, ces conditions dans le calcul. Il semble, au premier aspect,
quon peut les considrer sparment, et ne supposer dabord quune des conditions, puis une
autre, et ainsi de suite; mais un peu de rexion fait voir quil faudrait alors pouvoir dmontrer priori, que les effets produits par la runion de plusieurs conditions, se composent des
effets qui rsultent de chaque condition en particulier, sans quelles soient modies par leur
runion; vrit qui parait plutt devoir une consquence des quations de lquilibre, quun
moyen de les obtenir.
13.11 Une autre simplication quon pourrait employer dans la recherche dont nous nous occupons,
consiste supposer successivement tous les points du systme xes, lexception de deux
dentre eux, ce qui est dautant plus commode que, par laddition des quations ainsi obtenues,
on compose prcisment avec les drives partielles relatives chaque variable, les drives
totales dont on a besoin; mais un exemple trs-simple me parait sufsant pour faire voir que
cette supposition nest pas toujours admissible.
13.12 Le principe connu sous le nom de principe des vitesses virtuelles, se rduit ce que si lon
fait une somme des momens de toutes les forces appliques an systme, en prenant avec des
signes contraires, ceux dont les forces et les projections tombent du mme cot, et ceux dont
les forces et les projections tombent de cots opposs; que lon ajoute celle somme celle
des quations dduites de toutes les conditions donnes, multiplies chacune par un facteur
arbitraire; et rduites contenir dans tous leurs termes les drives x , y , z , la premire
puissance; quon gale sparment a zro les quantits qui multiplient chaque drive, et
quon limine tous les facteurs arbitraires, lquation ou les quations restantes expireront
mutes les conditions de lquilibre.
13.13 Or, cest un thorme dalgebre ais dmontrer que lquation rsultant de cette limination
est identiquement la mme que celle quon obtiendrait en ajoutant la somme des momens
les quations des conditions multiplies par des facteurs arbitraires, en galant sparment
zro les quantities qui multiplient chaque drive, et en eliminant les facteurs.
13.14 Or la force du pression dun point sur une surface lui est perpendiculaire, autrement elle
pourroit se dcomposer en deux, lune perpendiculaire la surface, et qui seroit dtruit par
elle, lautre parallle la surface, et en vertu de laquelle le point nauroit point daction sur
cette surface, ce qui est contre la supposition.
A.14 Chapter 14
457
m,
A.14 Chapter 14
14.1 Les lignes aa , bb , cc , &c, sont ce quon appelle dans les auteurs le vitesses virtuelles des
points a, b, c, &c., mais si lon veut avoir le valeur des moments, on multiple les forces par
ces lignes estimes suivant les directions des forces, cest dire projetes sur elles. Il est donc
convenable, pour abrger, dappeler ces projections elles-mmes les vitesses virtuelles.
14.2 De cette manire on exclurait les ides de mouvemens inniment petits et de perturbations
dquilibre qui sont des ides trangres la question; et le principe des vitesses virtuelles
paraitrait comme un simple thorme de gomtrie dgag de ces considrations qui laissent
toujours dans lesprit quelque chose dobscur. Mais il est bon dobserver que cette proprit
de lquilibre dont nous nous occupons ne fut dcouverte que par la considration de ces petites vitesses, par ce quelle soffre naturellement lorsquon drange une machine en quilibre.
Il semble que par ce drangement on estime les nergies des puissances pour mouvoir la machine. Lorsquun systme est en quilibre, on connait bien la valeur absolue de chaque force,
mais non pas leffort quelle exerce su egard sa position. En drangeant un peu le systme,
on voit quels sont les mouvemens simultans que peuvent prendre les points o les forces
sont appliques, quelques uns de ces points se mouvant du mme cote que tirent les forces,
les autres tant entrains dans le sens contraire, et si lon estime les nergies proportionnelles
aux produits des forces par les vitesses des points dapplication, on trouve que les nergies
qui obtiennent leur effet sont gales aux nergies vaincues.
14.3 Si un systme libre de gure invariable est en quilibre en vertu de forces quelconques qui lui
sont appliques, en supposant que les forces agissent toutes aux points de rencontre de leurs
directions avec un plan situ comme on voudra, lquation des moments aura lieu quel que
soit le dplacement ni quon donne au systme.
14.4 Il faut encore remarquer quon suppose le systme dplac dune manire quelconque, sans
aucun gard laction des puissances qui tend le dplacer; le mouvement quon lui donne
est un simple change de position o le temps nentre pour rien.
14.5 Le principe des vitesses virtuelles est connu depuis long-temps, aussi bien que la plupart des
principes gnraux de la mcanique. Galile observa le premier, dans les machines, cette
fameuse proprit des vitesse. virtuelles, cest--dire, cette relation si connue qui existe entre
les forces appliques et les vitesses que prendraient leurs points dapplication si lon venait
troubler inniment peu lquilibre de la machine. Jean Bernouilli vit toute ltendue de ce
principe, et lnona avec cette grande gnralit quon lui donne aujourdhui. Varignon et la
plupart des gomtres prirent soin de le vrier dans presque toutes les questions de la statique; et quoiquon nen est point de dmonstration gnrale, il fut universellement regard
comme une loi fondamentale de lquilibre des systmes.
Mais jusqu M. Lagrange, les gomtres staient plus appliqus dmontrer ou Itendre
les principes gnraux de la science, qu en tirer une rgle gnrale pour la solution des
problmes; ou plutt ils ne staient pas encore propose ce grand problme qui est lui seul
tonte la mcanique.
Ce fut alors une heureuse ide de partir sur-le-champ du principe des vitesses virtuelles
comme dun axiome, et sans sarrter davantage le considrer en lui-mme de ne songer
qu en tirer une mthode uniforme de calcul pour former les quations de lquilibre et du
458
Appendix. Quotations
mouvement dans tous les systmes possibles. On franchit par l toutes les difcults de la
mcanique: vitant pour ainsi dire, de faire la science elle-mme, on la transforma en une
question de calcul: et cette transformation, lobjet et le rsultat de la Mcanique analytique,
parut comme un exemple frappant de la puissance de lAnalyse.
Cependant, comme dans cet Ouvrage, on ne fut dabord attentif qu considrer ce beau
dveloppement de la Mcanique qui semblait sortir tout entire dune seule et mme formule, on crut naturellement que la science tait faite, et quil ne restait plus qu chercher
la dmonstration du principe des vitesses virtuelles. Mais cette recherche ramena toutes les
difcults quon avait franchies par de principe mme. Cette loi si gnrale, o se mlent des
ides vagues et trangres de mouvemens inniment petits et de perturbation dquilibre, ne
t en quelque sorte que sobscurcir lexamen: et le livre de M. Lagrange noffrant plus alors
rien de clair que la marche des calculs, on vit bien que les nuages navaient paru levs sur le
cours de la Mcanique, que parce quils talent pour ainsi dire rassembles lorigine mme de
cette science.
Une dmonstration gnrale du principe des vitesses virtuelles devait au fond revenir tablir
la mcanique entire sur une autre base. Car la dmonstration dune loi qui embrasse tout une
science ne peut tre autre chose que la rduction de cette science une autre loi aussi gnrale,
mais vidente, ou du moins plus simple que la premire, et qui partant la rende inutile. Ainsi,
par cela mme que le principe des vitesses virtuelles renferme toute la mcanique, comme il
a besoin dune dmonstration approfondie, il ne peut lui servir de base premire. Chercher
le dmontrer pour lheureuse usage quon en a fait, cest chercher sen passer pour cet
usage mme; soit en trouvant quelque autre loi aussi fconde mais plus claire, soit en fondant
sur les principes ordinaires une thorie gnrale de lquilibre, dont la proprit des vitesses
virtuelles ne devient plus alors quun simple corollaire. Ainsi, dans cet tat o M. Lagrange
avait port la science, ce ntait point la dmonstration du principe des vitesses virtuelles quil
fallait chercher immdiatement. La Mcanique analytique, telle que lauteur la conue, est
au fond ce quelle doit tre: et la dmonstration du principe des vitesses virtuelles ny manque
point, puisque, si lon essayait de la mettre la tte de ce livre dune manire gnrale et bien
dveloppe, louvrage se trouverait fait deux fois; je veux dire que cette dmonstration comprendrait dj toute la mcanique.
Il faut considrer que M. Lagrange sest plac tout dun coup sur un des points levs de la
science, an de dcouvrir quelque rgle gnrale pour rsoudre, ou du moins pour mettre en
quations, tous les problmes de la mcanique; et cet objet est parfaitement rempli. Mais pour
former la science elle-mme, il faut lever une thorie qui domine galement tous les points
de vue do lon peut lenvisager. Il faut aller directement, non pas au principe obscur des
vitesses virtuelles, mais cette rgle claire quon en a pour la solution des problmes: et cette
recherche directe, la sente propre satisfaire notre esprit, fait lobjet principal du Mmoire
quon va lire.
14.6 Dans lquilibre des systmes, chaque force doit tre perpendiculaire la surface ou la
courbe sur la quelle le point dapplication naurait plus que la libert se se mouvoir si tous
les aitres points devenaient xes.
14.7 Premirement, par cela seul que les points du systme sont lis entre eux par la premire
quation L = const., on peut leur appliquer les forces respectives:
2
2
2
L
L
L
+
+
x
y
z
L
x
2
+
L
y
2
+
L
z
A.14 Chapter 14
L
x
2
+
L
y
&c.
2
+
L
z
459
dsignant un coefcient quelconque indtermin, et chaque force tant normale la surface reprsent par lquation L =const., lorsqon y regarde les trois coordonnes du point
dapplication comme seules variables; et lon est sur que ces forces se feront quilibre sur le
systme.
En second lieu, parce que les points sont lis entre eux par la seconde quation M = const.,
on peut leur appliquer encore les forces respectives
M 2
M 2
M 2
+
+
x
y
z
M
M
M 2
+
+
x
y
z
M 2
M 2
M 2
+
+
x
y
z
&c.
tant un nouveau coefcient indtermin; et chacune de ces forces tant normale la surface
reprsent par lquation M =const. lorsquon y regarde les cordonnes du point dapplication
comme seules variables.
[]
Il est bien manifeste quil y aura quilibre en vertu de toutes ces forces, puisquil y aurait
quilibre en particulier dans chaque groupe relatif chaque quation.
14.8 Quelles que soient les quations qui rgnent ente les coordonnes des diffrens points du
systme, chacune delles pour lquilibre, demande quon applique ces points, le long de
leurs coordonnes, des forces quelconques proportionnelles aux fonctions primes de cette
quation, relativement ces coordonnes respectives.
Ainsi, en reprsentant par L = 0, M = 0, &c. des quations quelconques entre les coordonnes
x.y, z; x , y , z , &c. des diffrens points, et par , , &c. des coefcients quelconques indtermins, on aura, pour les forces totales X,Y, Z; X ,Y , Z , &c., qui doivent tre appliques
ces points suivant leurs coordonnes:
dL
dM
X =
+
+ &c.
dx
dx
dM
dL
+
+ &c.
Y =
dy
dy
dM
dL
+
+ &c.
Z=
dz
dz
dL
dM
+
+ &c.
X =
dx
dx
dL
dM
+
+ &c.
Y =
dy
dz
dL
dM
+
+ &c.
Z =
dz
dz
&c.
460
Appendix. Quotations
Si lon limine de ces quations les indtermines , , &c., il restera les conditions de
lquilibre proprement dites, cest dire les relations qui doivent avoir lieu entre les seules
forces appliques et les coordonnes de leurs points dapplication pour lquilibre du systme.
14.9 Note II
Dmonstration du principe des vitesses virtuelles: Identit de ce principe avec le thorme
gnral qui fait lobjet du Mmoire prcdent.
On sest content dobserver dans le Mmoire, que du thorme o lon est parvenu sur
lexpression gnrale des forces de lquilibre, on pouvait passer aisment au principe des
vitesses virtuelles. Mais ce principe est si clbre dans lhistoire de la Mcanique, que je ne
puis mempcher de marquer en peu de mots ce passage; et jy reviens dautant plus volontiers, que, non -seulement le principe des vitesses virtuelles est un corollaire de la proposition
gnrale tablie ci-dessus, mais quil me parait encore identique avec elle lorsquon le regarde sous son vrai point de vue, et quon lnonce dune maniere complte.
Soit le systme dni par les quations suivantes entre les coordonnes des corps,
f (x, y, z, x , y , z , &c.) = 0.
(x, y, z, x , y , z , &c.) = 0.
(A)
&c.
Supposons quon imprime a tous ces corps des vitesses quelconques quils puissent avoir
actuellement sans violer les conditions de la liaison; ses coordonnes x, y, z; x , y , z , &c.
varieront avec le temps t, dont il faudra les regarder comme fonctions; et, pour que les vitesses
dy dz dx
imprimes dx
dt , dt , dt , dt , &c. soient permises par la liaison, comme on le suppose, il faudra
quelles satisfassent aux quations
dx
dy
dz
dx
dy
f (x) + f (y) + f (z) + f (x )
+ f (y )
+ &c. = 0
dt
dt
dt
dt
dt
dx
dy
dz
dx
dy
+ (y )
+ &c. = 0
(x) + (y) + (z) + (x )
dt
dt
dt
dt
dt
&c.
(B)
tires des prcdentes (A); et il sufra quelles y satisfassent pour que les conditions de la
liaison soient observes.
Ou bien, si lon multiplie ces quations par des coefciens quelconques indtermins, , ,
&c., et quon les ajoute, il sufra quelles satisfassent la seule quation suivante, indpendamment de , , &c.
dy
dx
[ f (x) + (x) + &c.]
+ f (y) + (y) + &c.
+
dt
dt
dz
dx
+
[ f (z) + (z) + &c.] + f (x ) + (x ) + &c.
dt
dt
dy
[ f (y ) + (y ) + &c.]
+ &c. = 0.
dt
(C)
dy dz dx
Or les fonctions qui multiplient les vitesses dx
dt , dt , dt , dt , &c., ne sont autre chose (daprs
ce qui a t dmontr ) que les expressions gnrales des forces capables dtre en quilibre
sur le systme. Supposant donc des forces X,Y, Z, X ,Y , Z , &c. qui se feraient actuellement
quilibre, on aurait:
dy
dz
dx
dx
dy
dz
+Y
+ Z + X
+Y
+ Z
+ &c. = 0.
dt
dt
dt
dt
dt
dt
(D)
dy dz
Au lieu des trois composantes X,Y, Z, multiplies par les vitesses respectives dx
dt , dt , dt on
peut mettre la rsultante P, multiplie par la vitesse rsultante, projete sur la direction de P,
A.14 Chapter 14
et que je nommerai
ds
dt ;
461
ds
ds
ds
+ P
+ P
+ &c. = 0
dt
dt
dt
cest--dire que si des forces se font quilibre sur un systme quelconque, la somme de leurs
produits par les vitesses, quelles quelles soient, quon voudra imprimer aux corps, mais que
leur liaison permet, sera toujours gale zro, en estimant ces vitesses suivant les directions
des forces.
On voit par-l quon peut prendre des vitesses quelconque nies, que lon mesurerait par des
droites quelconques qui seraient simultanment dcrites par les corps, sils venaient tout-coup rompre leur liaison et schapper librement chacun de son cot.
Quand on veut mesurer ces vitesses par les espaces mmes que les corps dcrivent rellement,
comme elles varient chaque instant par la liaison des corps, il faut prendre ces espaces
inniment petits, sans quoi ils ne mesureraient plus les vitesses imprimes; et cest ainsi
quon tombe dans les vitesses virtuelles proprement dites, o le principe vient perdre une
partie de sa clart.
Il rsulte, en effet, de ce que nous venons de dire, que cette belle proprit de lquilibre peut
snoncer de la manire suivante: Lorsquon voit suivre aux diffrens corps dun systme des
mouvemens quelconque qui ne violent point la liaison tablie entre eux, cest- -dire, qui
nous prsentent continuellement le systme dans des gures o les quations de condition
subsistent, on put tre sr que les forces qui seraient capables de se faire quilibre sur une
de ces gures, dans le moment o le systme y passe, sont telles que, multiplies par les
vitesses actuelles des corps projetes sur leurs directions, la somme de tous ces produits est
ncessairement gale zro.
Le principe de cette manire noffre plus aucune trace de ces ides de mouvemens inniment
petits, et de perturbation dquilibre: qui paraissent trangres la question, et qui laissent
dans lesprit quelque chose dobscur.
Lorsquil y a quilibre, il est clair que le principe a lieu pour tous les systmes de vitesses que
les points pourraient avoir en passant par la gure que lon considre.
Mais, quand on veut partir du principe, et lnoncer de manire quil assure lquilibre, faut-il
dire quil a lieu pour ce nombre inni de systmes de vitesses. Il y aurait surabondance de
conditions, et lon voit quil suft de dire que lquation (D) doit se vrier pour autant de
systmes de vitesses que les quations de condition (B) en laissent dindpendantes; ou bien
(en runissant comme on la fait ci-dessus, toutes ces quations en une seule (C), au moyen des
indtermines, , , &c.), il suft de dire que lquation (D) des momens doit se verier pour
dy dz dx
autant de systmes de vitesses quil y a de vitesses dx
dt , dt , dt , dt , &c. Mais comme chacun de
ces systmes de vitesses doit satisfaire a lquation (C), par hypothse, cela revient dire que
dy dz dx
toutes les forces appliques X,Y, Z, X ,Y , Z , &c. qui multiplient les vitesses dx
dt , dt , dt , dt ,
&c., dans lquation (D), doivent tre toutes proportionnelles aux fonctions
dx
dy
f (x) + (x) + &c.
, f (y) + (y) + etc..
,
dt
dt
dz
dx
f (z) + (z) + &c.
, f (x ) + (x ) + &c.
,
dt
dt
dy
, &c.
f (y ) + (y ) + &c.
dt
qui multiplient les mmes vitesses dans lquation gnrale (C). qui fait rgner entre elles les
seules conditions que la liaison exige. Donc le principe des vitesses virtuelles, bien nonc,
cest--dire avec toutes les ides qui peuvent le faire comprendre, est parfaitement identique
avec le thorme gnral qui fait lobjet du Mmoire. Il dit exactement la mme chose; savoir,
que, pour lquilibre, les forces appliques suivant les coordonnes des corps, en vertu de
chaque quation, doivent tre proportionnelles aux fonctions primes de cette quation rela-
462
Appendix. Quotations
tivement a ces coordonns respectives: mais cest l prcisment ce quil fallait dmontrer.
Au reste, on serait encore conduit reconnaitre cette identit en partant de lnonc ordinaire
du principe des vitesses virtuelles, et se rendant bien compte, avant tout, du vrai sens quon y
doit attacher. En effet, le problme gnral de la statique nest pas seulement de chercher les
rapports des forces qui se font actuellement quilibre, sur le systme, mais bien lexpression
gnrale des forces qui peuvent sy faire continuellement quilibre, dans toutes les gures o
il peut passer en vertu des quations de condition. Lquation gnrale donne par le principe
des vitesses virtuelles nest donc pas, sil est permis de parler ainsi, la relation dun moment;
elle ne doit pas simplement considrer lquilibre du systme dans la gure o il est, mais
encore dans toute la suite des gures o il peut tre, puisque cest cette suite de gures qui
le caractrise et en constitue la dnition. Ainsi lquation des momens ne dit pas quil faut
prendre pour les forces de tels nombres quelle en soit satisfaite, mais (puisque ces forces
doivent varier avec la gure) quil faut choisir pour les reprsenter de telles fonctions des
coordonnes, quelle demeure continuellement satisfaite, ou soit identique. Or, en vertu des
conditions mmes, on sait quil doit rgner entre les vitesses simultanes que pourraient avoir
les corps, une quation linaire identique (C), dont les coefciens sont les fonctions primes
des fonctions donnes par rapport aux coordonnes suivant lesquelles on estime ces vitesses.
Lquation des momens dit donc que les forces de lquilibre doivent tre reprsentes par
ces fonctions; et par consquent, pour la dmontrer, il faut faire voir comment de telles forces
se font effectivement quilibre; ou bien il fallait chercher directement quelles fonctions des
coordonnes peuvent reprsenter les forces de lquilibre, comme nous lavons fait dabord.
Cest pourquoi la plupart des dmonstrations par lesquelles on a ramen le principe des
vitesses virtuelles, ou dautres principes, ou a la loi connue de quelque machine simple, telle
que le levier, &c., nous, paraissent bien plutt des preuves que de vritables dmonstrations.
Toutes, en effet, mme la plus heureuse, qui est de M. Carnot, e font sans rien emprunter de
la dnition gnrale du systme, comme si la machine tait, pour ainsi dire voile, et quon
nen vt sortir que les cordons o sont appliques les puissances. On peut bien prouver ou
rendre sensible par quelque construction plus ou moins simple, que si lon trouble un peu
lquilibre, ces puissances doivent tre dans un certain rapport avec les allongements permis
de ces cordons; mais cela ne peut offrir que les rapports actuels des forces considres comme
nombres, et ne montre point du tout la forme dexpression qui leur est propre propre.
Cette perturbation de lquilibre napprendrait, dans aucun cas, quelle machine on aurait
affaire, et les mmes rapports pourraient soffrir entre les forces appliques, quoique les machines fussent de constitution tout-fait diffrente, et que chacune delles imprimt pourtant
lexpression des forces qui lui conviennent, une forme diffrente quon y devrait voir et
retrouver sans cesse, si la difcult du thorme tait entirement consomme. Ainsi, la proprit des vitesses virtuelles nen reste pas moins mystrieuse, et lon na pas de vritable
dmonstration, veux dire une explication ouverte et claire, o l on voie non-seulement que
la chose se passe ainsi, mais queIle est encore une suite de la dnition gnral que soi-mme
on a donne au systme que lon considre.
Cest peut-tre par mie vue semblable, et pour arriver lquation des moment comme une
quation identique, que M. Laplace na considr que les quations qui reprsentent la liaison
des parties du systme, et na dailleurs employ dautres principes que celui de la composition des forces et de lgalit entre Iaction et la raction; ce quon peut regarder comme les
lmens de la thorie de lquilibre.
Quoi quil en soit, au reste, soit quon veuille partir du principe des vitesses virtuelles pour
en suivre jusquau bout la signication intime, soit quon attaque directement le problme
de la mcanique, ce qui est plus simple, on se trouve amen sur-le-champ chercher quelles
sont les fonctions des coordonnes qui donnent les forces de lquilibre dans toutes les gures
que peut affecter le systme, en obissant aux quations qui rgnent entre les coordonnes
des diffrens corps. Tel est exactement le problme que nous sommes propos; et notre objet
bien net et bien distinct a t de le rsoudre par les premiers principes de la statique et de la
gomtrie.
A.15 Chapter 15
463
A.15 Chapter 15
15.1 Lorsquun systme invariable, libre ou assujetti certaines conditions, se meut dans lespace,
il existe entre les vitesses des diffrents points certaines relations qui, dans beaucoup de cas,
sexpriment trs simplement, et que lon dduit des formules relatives la transformation des
coordonnes. Je vais montrer, dans cet article, que les mmes relations peuvent tre tires
du principe de vitesses virtuelles. Ordinairement, on se sert de ce principe pour dterminer
les forces capables de maintenir en quilibre un systme de points matriels assujetti des
liaisons donnes, en supposant connues les vitesses que ces points peuvent acqurir dans un
ou plusieurs mouvements virtuels du systme, cest--dire dans des mouvements compatibles
avec les liaisons dont il sagit. Mais il est clair quon peut renverser la question, et quaprs
avoir tabli les conditions dquilibre par une mthode quelconque, ou mme, si lon veut, par
la considration de quelques-uns des mouvements virtuels, on pourra se servir, pour dterminer la nature de tous les autres, du principe que nous venons de rappeler.
Ajoutons quil est utile, dans cette dtermination, de substituer au principe des vitesses
virtuelles un autre principe que len tire immdiatement du premier, ci qui se trouve renferm
dans la proposition suivante.
Thorme. Supposons que deux systmes de forces soient successivement appliqus des
points assujettis des liaisons quelconques. Pour que ces deux systmes de forces soient
quivalents, il sera ncessaire, et il sufra que, dans un mouvement virtuel quelconque, la
somme des moments virtuels des force du premier systme soit gale la somme des moments
virtuels des forces du second systme.
15.2 Thorme I. Si, une poque quelconque du mouvement, deux points du systme invariable
ont des vitesses nulles, les vitesses de tous les autres points se rduiront zro.
15.3 Thorme II. Si, une poque quelconque du mouvement, les vitesses de tous les points
du systme invariable sont diffrentes de zro, ces vitesses seront toutes gales et diriges
suivant des droites paralles.
15.4 Thorme III. Si, une poque quelconque du mouvement, un seul point du systme invariable a une vitesse nulle, la vitesse dun second point choisi arbitrairement sera perpendiculaire
au rayon vecteur men du premier point au second, et proportionnelle ce rayon vecteur.
15.5 Les thormes I, II et III indiquent toutes les relations qui peuvent exister entre les vitesses de
points matriels lies invariablement les uns aux autres, et compris dans un plan xe dont ils
ne doivent jamais sortir. Ces thormes prouvent que les vitesses dont il sagit sont toujours
celles que prsenterait le systme pris dans ltat de repos, ou transport paralllement un
axe xe, ou tournant autour dun centre xe. Ajoutons: 1) que le mouvement de translation,
paralllement un axe xe, se dduit du mouvement de rotation autour dun centre xe,
quand ce centre sloigne une distance innie de lorigine des coordonnes; 2) que le centre
de rotation est un point dont la position, dtermine chaque instant, varie en gnral dun
moment lautre dans le plan que lon considre. Cest pour celle raison que nous dsignerons
le point dont il sagit sous le nom de centre instantan de rotation.
15.6 Nous observerons dabord que, la n dun temps dsign par t, les diffrents points de la
surface mobile occuperont dans lespace des positions dtermines, et que lun deux, le point
O, par exemple, sera le centre instantan de rotation. De plus, il est clair que, cette poque,
on pourra faire passer par le point O deux courbes distinctes traces de manire comprendre,
la premire, tous les points de la surface mobile, et, la seconde, tous les points de lespace qui
deviendront plus tard des centres instantans de rotation.
15.7 Thorme VI. Quelle que soit la nature du mouvement dun corps solide, les relations existantes entre les diffrents points seront toujours celles qui auraient lieu, si le corps tait
retenue de manire pouvoir seulement tourner autour dun axe xe et glisser le long de cet
axe.
464
Appendix. Quotations
15.8 Thorme VII. Concevons quun corps solide se meuve dune manire quelcomque dans
lespace, et qu un instant donn on trace: 1) dans le corps; 2) dans lespace, les diffrentes
droites avec lesquelles concidera successivement laxe instantan de rotation de ce corps
solide. Tandis que la surface rgle, qui aura pour gnratrices les droites traces dans le
corps, sera entraine par le mouvement de celui-ci, elle touchera constamment la surface
rgle qui aura pour gnratrices les droites traces dans lespace, et, par consquent, la seconde surface ne sera autre chose que lenveloppe de la portion de lespace parcourue par la
premire.
15.9 Thorme VIII. Les mmes choses tant poses que dans le thorme VII, si laxe instantan
de rotation da corps solide devient xe de position dans le corps, il sera xe dans lespace; et
rciproquement.
A.16 Chapter 16
16.1 Les droites inniment petites MN, M N , M N , etc., sont ce quon appelle les vitesses
virtuelles des points M, M , M , etc.; dnomination qui provient de ce quelles sont considres comme les espaces qui seraient parcourus simultanment par les points du systme,
dans le premier instant o lquilibre viendrait se rompre.
16.2 Lavantage du principe des vitesses virtuelles est de donner lquation dquilibre dans
chaque cas particulier, sans quon ait besoin de calculer ces forces intrieures; mais comme
la dmonstration que nous allons donner est fonde sur la considration de ces forces, de
grandeur inconnue, voici la notation dont nous ferons usage pour les reprsenter.
16.3 Il faut encore dmontrer que, rciproquement, quand lquation (b) a lieu pour tous les mouvemens inniment petits quon peut faire prendre au systme des points M, M , M , etc., les
forces donnes P, P , P , etc., sont en quilibre.
[]
Supposons pur un moment que lquilibre nait pas lieu. Les points M, M , M , etc., ou une
partie dentre eux, se mettront en mouvement, et, dans le premier moment, ils dcriront simultanment des droites telles que MN, M N , M N , etc.; on pourra donc rduire tous ces points
au repos, en leur appliquant des forces convenables, diriges suivant les prolongements de
ces droites, en sens contraire des mouvemens produits; per consquent, si nous dsignons ces
forces inconnues par R, R , R , etc. lquilibre aura lieu entre les forces P, P , P , etc., R, R , R ,
etc.; en sorte que r, r , r, etc., dsignant les vitesses virtuelles projetes sur les directions de
ces nouvelles forces R, R , R, etc., on aura, dapres le principe des vitesses virtuelles qui vient
dtre dmontr,
Pp + P p + P p + etc. + Rr + R r + R r + etc. = 0
ou simplement:
(c)
A.16 Chapter 16
465
466
Appendix. Quotations
16.9 Jai employ dans cet ouvrage quelques dnominations nouvelles: je dsigne par le nom de
travail la quantit quon appelle assez communment puissance mcanique, quantit daction
ou effet dynamique, et je propose le nom de dynamode pour lunit de cette quantit. Je me suis
permis encore une lgre innovation en appelant force vive le produit du poids par la hauteur
due la vitesse. Cette force vive nest que la moiti da produit quon a dsign jusqu prsent
par ce nom, cest--dire de la masse par le carr de la vitesse.
16.10 Ce mot de travail vient si naturellement dans le sens o je lemploie, que, sans quil ait t ni
propos, ni reconnu comme expression technique, cependant il a t employ accidentellement par M. Navier, dans ses notes sur Blidor, et par M. de Prony dans son Mmoire sur les
expriences de la machine du Gros-Caillou.
16.11 Dornavant nous nous servirons de la dnomination de machine pour designer les corps mobiles auxquels nous appliquerons lquation des forces vives: en ce sens. un seul corps qui se
meut serait une machine tout comme un ensemble plus compliqu. Dans chaque cas particulier, une fois quon saura bien de quels corps en mouvement se compose la machine dont on
veut soccuper, il sufra pour y appliquer les principes prcdemment tablis, de bien connatre quelles sont les masses qui doivent entrer dans le calcul des forces vives, et quelles sont
les forces mouvantes et rsistants qui doivent entrer dans le calcul de la quantit de travail.
16.12 Pour passer la statique et la dynamique des systmes des corps on naura besoin que de
sappuyer sur le seul principe de lgalit entre laction et la raction. Ce principe consiste in
ce que, si une molcule dun corps produit une certaine force dattraction ou de rpulsion sur
une molcule voisine, elle recevra en mme temps de celle-ci une force gale et directement
oppose: en sorte que les forces qui se produisent dans lensemble des molcules qui forment
un corps nexistent que par couples daction gales et opposes. Cest laide de ces seuls
points que nous allons donner tous les principes de mcanique.
16.13 Si lon conoit quun point auquel est applique une force P vienne se dplacer dune quantit s dans une direction quelconque, nous appellerons lement de travail virtuel le produit
langle
de s par la componente de la force dans la direction de s; nous dsignerons par Ps
de s avec la force P, en sorte que llment de travail virtuel sera
P cos(Ps).
16.14 Si lon suppose maintenant que les mouvemens virtuelles soient restreints des mouvemens opre, en laissant lensemble des molcules dans ltat dinvariabilit des distances
mutuelles, quon peut appeler de solidication; alors les distances r ne variant pas dans ce
mouvement, on aura r = 0, et lquation ci-dessus se rduit : Pp = 0.
16.15 Lquilibre ayant lieu sous laction des forces extrieures P, chaque molcuIe sera en quilibre, et lon aura, en tenant compte de toutes le actions molculaires R,
Rr + Pp = 0.
Si maintenant on prend un mouvement virtuel qui laisse chaque corps son invariabilit de
forme ou sa solidit, et que nanmoins dans ce mouvement on fasse glisser et rouler les corps
les uns sur les autres avec toute la latitude dans ces mouvemens que permet la construction
mme de la machine; il y aura une grande partie des lemens de travail virtuels Rr qui sen
iront ce seront tous ceux qui sont dus des actions entre des molcules qui nont pas chang de
distance pendant le mouvement virtuel, cest--dire entre celles qui appartiennent un mme
corps. Il ne restera donc dans lquation ci-dessus que ceux des lmens de travail virtuel
Pr qui proviennent des actions entre les molcules de deux corps contigus, lorsque dans
le mouvement virtuel ces corps ne se mouvront pas ensemble comme un seul systme, mais
quils glisseront ou rouleront lun sur lautre. Les actions R qui resteront ainsi ne seront dues
A.17 Chapter 17
467
qu des molcules qui seront une distance de la surface de contact qui sera moindre que
ltendue des actions molculaires, ou en dautres termes, que le rayon de la sphre dactivit.
16.16 Nous sommes conduits ainsi reconnatre que le principe des vitesses virtuelles dans lquilibre dune machine compose de plusieurs corps solides ne peut avoir lieu quen considrant
dabord les frottemens de glissement, lorsque les dplacemens virtuels peuvent faire lisser
les corps les uns sur les autres, et en outre ceux de roulement lorsque les corps ne peuvent
prendre de mouvement virtuel sans se dformer prs des points de contact.
Les frottemens tant reconnus par exprience toujours capables de maintenir lquilibre dans
de certaines limites dinegalit entre la somme des lmens de travail positif et la somme des
lmens de travail negatif, en prenant ici pour ngatifs les lmens appartenant la somme
la plus petite; il sensuit que la somme des lmens auxquels ils donnent lieu a prciment la
valeur propre rendre nulle la somme totale et se trouve gale la petite diffrence qui existe
entre les sommes des lmens positifs et des lmens ngatifs.
A.17 Chapter 17
17.1 Comme ds la quantit peut reprsenter le moment dune force tendante diminuer la
longueur de llment ds le terme S ds de lquation gnrale de lquilibre du l reprsentera la somme des moments de toutes les forces quon peut supposer agir sur tous les lments du l: en effet chaque lment rsiste par son inextensibilit laction des forces extrieures, et lon regard communment cette rsistance comme une force active quon nomme
tension. Ainsi la quantit exprimera la tension du l.
17.2 Les expressions trouv plus haut pour les variations font voir que ces variations ne sont que
les rsultats des mouvements de translation et de rotation que nous avons considrs en particulier dans la section III.
[]
Lanalyse prcdente conduit naturellement ces expressions et prouve par l, dune manire
encore plus directe et plus gnrale que celle de larticle 10 de la Section III, que lorsque les
diffrents points dun systme conservent leur position relative, le systme ne peut avoir
chaque instant que des mouvements de translation dans lespace et de rotation autour de trois
axes perpendiculaire entre eux.
17.3 Quoique nous ignorions la constitution interne des uides, nous ne pouvons douter que les
particules qui les composent ne soient matrielles, & que par cette raison les loix gnrales
de lquilibre ne leur conviennent comme aux corps solides. En effet, la proprit principale
des uides & la seule qui les distingues des corps solides, consiste en ce que toutes leurs
parties cdent la moindre force, & peuvent se mouvoir entrelles avec tonte la facilit possible, quelle que soit dailleurs la liaison & laction mutuelle de ces parties. Or cette proprit
pouvant aisment tre traduite en calcul, il sensuit que les loix de lquilibre des uides ne
demandent pas une thorie particulire, mais quelles. ne doivent tre quun cas particulier
de la thorie gnrale de la Statique.
17.4 Les thorie prcdentes de lquilibre & de la pression des uides sont, comme lon voit,
entirement indpendantes des principes gnraux de la Statique, ntant fondes que sur
des principes dexprience, particuliers aux uides; & cette manire de dmontrer les loix de
lHydrostatique, en dduisant de la connaissance exprimentale de quelques-unes de ces loix,
celle de toutes les autres a t adopt depuis par la plupart des Auteurs modernes, & a fait de
lHydrostatique une science tout--fait diffrente, & indpendante de la Statique.
Cependant il toit importante de lier ces deux sciences ensemble, & le faire dpendre dun seul
& mme principe. Or parmi les differens Principes qui peuvent servir de base la Statique,
& dont nous avons donn une exposition succinte dans la premier Section, il est visible quil
ny a que celui des vitesses virtuelles qui sapplique naturellement lquilibre des uides.
468
Appendix. Quotations
17.5 Le principe de M. Clairaut nest que une consquence naturelle du Principe de lgalit
des pression en tout sens. Aussi M. dAlembert a-t-il dduit immdiatement de ce dernire
principe, les mmes quations diffrentielles que M. Clairaut avoit trouves par le sien; & il
faut avouer que ce principe renferme en effet la proprit la plus simple & la plus gnrale
que lexprience ait fait dcouvrir dans lquilibre des uides. Mais la connaissance de cette
proprit est-elle indispensable dans la recherche des loix de lquilibre des uides? Et ne
peut-on pas driver ces loix directement de la nature mme des uides considres comme
des amas de molcules trs-dlies, indpendant les unes des autres, & parfaitement mobiles
en tout sens?
17.6 Dtermination du travail pour une petite dformation dun corps. Relations quon en dduit
entre les trente-six coefcients qui servent a denir la manire de se comporter dune substance cristalline, ou de toute substance solide non isotrope.
lmmaginons quun corps, soumis laction de forces quelconques, subisse une suite de
changements dans sa forme, en sorte que ses divers points (x, y, z) dont les coordonnes sont
devenues x + u, y + v, z + w, continuent de se dplacer, et franchissent, pendant un temps inniment petit des espaces lmentaires u, v, w paralllement aux x, aux y et aux z. Le
travail produit dans tout le corps par ce petit mouvement sobtiendra en multipliant un lment dxdydz de son volume par les composantes, dans les directions x, y, z des forces agissant
sur lunit de ce volume ci respectivement par les petits espaces parcourus u, v, w, puis
aoutant dans les trois produits et intgrant leur somme pour toute ltendue ou pour tous
les lmens du corps. Or, les trois composantes de forces agissant sur lunit de volume de
llement dxdydz ne sont autre chose que les seconds membres des quations (50) du 14,
page 54, cest--dire
txx txy txz
+
+
+X
x
y
z
dans le sens X, et deux quadrinomes analogues dans les sens y et z. Llment de travail
produit pendant que les points parcourent les espaces dont les projections suir les x, y, z, sont
u, v, w, se prsente donc sous la forme
W = U + V
o
U =
+ txzz
u txxx + xy
y
tyx
tyy
tyz
dxdydz
V =
+v x + y + z
t
zy
zyz
zx
+w
x + y + z
reprsente le travail des tensions qui proviennent des actions rciproques de ces molcules,
que des forces quelconques de pression et de traction pouvant solliciter sa surface.
Considrons d abord un seul des neuf termes de cette dernire intgrale triple, par exemple
txx
dxdydz
x
integrant par rapport x partiellement, savoir pour la petite portion du corps qui est contenue
dans un canal inniment dli dont nous considrons la section dydz comme constante ainsi
que les cordonnes y et z. Cette integration par parties, si lon replace, dans le second term
u
u
avec
x
x
A.17 Chapter 17
469
[txx u]dydz
txx
u
.
x
La parenthse carr signie quau lieu de lexpression txx u quelle renferme, on doit mettre
la diffrence des valeurs que prend cette expression aux deux extrmit du canal considr.
Dsignons maintenant par d, d les lmens que dcoupe, sur la surface du corps, se canal
a ses extrmits, et par p, q, r les angles que forme avec les axes coordonns la normale d
mene vers lextrieur du corps, enn par p , q , r , les mmes angles pour la normale d.
Si d est lextrmit antrieure du canal, cest--dire celle qui se trouve le plus du ct positif
des x, et d son extrmit postrieure, cos p est ncessairement positif, et cos p ngatif, en
sorte quon a
dydz = d cos p = d cos p .
La diffrence des valeurs limites de txx udydz devient donc la somme des valeurs que prend
lexpression txx ud cos p pour les extrmits du canal. Au lieu dtendre lintgrale double
ci-dessus aux extrmits de tous les canaux parallles laxe des x que lon peut mener semblablement dans lintrieur du corps, il est videmment possible dintgrer directement pour
lensemble des lments d qui comprennent les lments d . Donc
[txx u]dydz
txx ud cos p.
[]
Ainsi donc dans tous les cas, on replacera le terme de V que nous avons considr par
txx ud cos p
txx
u
dxdydz
x
470
Appendix. Quotations
des dplacements u, v, w ci des autres composantes tyy , . . . des tensions; do rsulte, en mettant, daprs les expressions (28) les dformations lmentaires x , y , . . . , gxy au lieu de
u u
u v
,
, ...,
+ .
x y
y x
On a ainsi pour le travail total
W = U + U1 + U2
o U et U1 reprsentent les travaux des forces extrieures agissant respectivement sur les
points intrieurs ci sur la surface du corps. Par consquent U2 est ncessairement le travail
des forces internes qui procdent des actions molculaires.
17.7 M. Kirchhoff a eu lobligeance de mindiquer, vers 1858, une manire simple et directe de se
rendre compte de a composition sextinme e lexpression ainsi donne du travail interne ou
molculaire U2 pour lunit de volume dun lment. Soient dx, dy, dz les trois cotes trs
petits, parallles aux x, y, z, de cet lment rectangle; 10 si la dilatation x dj subie par
son cote x vient tre accrue de x , les deux faces opposes et gales yz sloignent de
xx ; les composantes normales de tension exerces par la matire environnante sur ces faces
produisent un travail yztxx xx ; cela fait, par unit du volume xyz, le travail txx x ; 20 si,
lune des deux faces opposes yz restant immobile, le glissement gxy vient augmenter de
gxy , il y a un cheminement xgxy de lautre face paralllement celle-ci; en sorte que la
tension tangentielle txy qui agit par unit de sa surface yz dans le sens y de ce cheminement,
produit un travail yztxy xgxy . Il y a bien deux autres faces sur lesquelles agit une tension ou
tyx gale a txy ; ce sont les faces xz. Elles ont, dans ce mouvement pivot autour des deux
cotes z de celle des deux faces yz qui est reste immobile; mais les tensions tyz sy exercent
dans le sens x et non dans le sens y qui a t celui du mouvement, elles nont donc rien
ajout au travail yztxy xgxy des tensions txy , travail qui est ainsi, seulement, txy gxy par unit
de volume de llment. Or, le travail des six tensions sur les faces de llment doit, pour
que lquilibre ait lieu. aprs comme avant ces petits mouvements, tre gal (au signe prs)
au travail molculaire de lintrieur de llment. Donc ce travail a bien pour grandeur, par
unit de volume, le sextinme (txx x + +txy gxy ) de la parenthse de lexpression de U2 .
17.8 Ecco il maggiore vantaggio del sistema della Meccanica Analitica. Esso ci fa mettere in
equazione i fatti di cui abbiamo le idee chiare senza obbligarci a considerare le cagioni di cui
abbiamo idee oscure []. Lazione delle forze attive o passive (secondo una nota distinzione
di Lagrange) qualche volta tale che possiamo farcene un concetto, ma il pi sovente rimane [] tutto il dubbio che il magistero della natura sia ben diverso []. Ma nella M. A. si
contemplano gli effetti delle forze interne e non le forze stesse, vale a dire le equazioni di
condizione che devono essere soddisfatte [] e in tal modo, saltate tutte le difcolt intorno
alle azioni delle forze, si hanno le stesse equazioni sicure ed esatte che si avrebbero da una
perspicua cognizione di dette azioni.
17.9 Siano X, Y, Z le componenti delle forze acceleratrici che agiscono su ciascun punto del corpo;
L, M, N, le componenti delle forze che agiscono su ciascun punto della supercie di esso, e la
densit costante. Diamo ad ogni punto del corpo un moto virtuale e denotiamo con u, v, w
le variazioni che prenderanno per questo u, v, w. Il lavoro fatto in questo moto dalle forze date
sar evidentemente:
S
(Xu +Y v + Zw)dS +
(Lu + Mv + Mw)d
A.18 Chapter 18
471
essendo S lo spazio occupato dal corpo e la sua supercie. Il lavoro fatto dalle forze elastiche
sar uguale allaumento del potenziale di tutto il corpo dato da:
=
PdS
S
(Xu +Y v + Zw)dS +
(Lu + Mv + Mw)d = 0.
A.18 Chapter 18
18.1 La tentative qui se propose de rduire toute la Physique la Mcanique rationnelle, tentative
qui fut toujours vaine dans le pass, est-elle destine russir un jour? Un prophte seul
pourrait rpondre afrmativement ou ngativement cette question. Sans prjuger le sens de
cette rponse, il parait plus sage de renoncer, au moins provisoirement, ces efforts, striles
jusquici, vers lexplication mcanique de Univers.
Nous allons donc tenter de formuler le corps des lois gnrales auxquelles doivent obir toutes
les proprits physiques, sans supposer priori que ces proprits soient toutes rductibles
la gure gomtrique et au mouvement local. Le corps de ces lois gnrales ne se rduira
plus, ds lors, la Mcanique rationnelle.
[]
La Mcanique rationnelle doit donc rsulter du corps de lois gnrales que nous nous proposons de constituer; elle doit etre ce quon obtient lorsquon applique ces lois gnral des
systmes particuliers o lon ne tient compte que de la gure des corps et de leur mouvement
local.
Le code des lois gnrales de la Physique est connu aujourdhui sous deux noms: le nom de
Thermodynamique et le nom dEnergtique.
18.2 Imaginons quune suite continue dtats dun mme systme isol ait t forme: xons notre
attention sur ces divers tats dans lordre qui permet de passer de lun lautre dune manire
continue; pour designer cette opration tout intellectuel laquelle nous soumettons le schme
mathmatique qui nous doit servir reprsenter un ensemble de corps concrets, nous disons
que nous imposons au systme une modication virtuelle.
[]
Les variations des valeurs numriques des variables qui servent dnir un tat du systme
doivent tre compatibles avec les conditions qui rsultent logiquement de la dnition de
ce systme, mais avec ces conditions-l seulement. En particulier elles peuvent fort bien
contredire aux lois exprimentales rgissant lensemble de corps concrets que notre systme
abstrait et mathmatique a pour objet de reprsenter.
18.3 Il ne faut pas confondre une modication idale avec une modication virtuelle; une modication virtuelle se compose dtats du systme qui ne se succdent pas dans le temps; en
sorte que le changement dtat qui constitue une modication virtuelle nest pas li un
mouvement; en la modication virtuelle, la notion de vitesse na point de place.
18.4 Ainsi donc quand un systme se transforme en prsence de corps trangers nous considrons
ces corps trangers comme contribuant cette transformation soit en la causant, soit en aidant,
soit lentravant; cest cette contribution que nous nommons loeuvre accomplie, en une transformation dun systme par les corps trangers ce systme.
18.5 Premire convection. La symbole mathmatique destin a reprsenter le valeur de loeuvre
accomplie, en une modication ral ou idale dun systme, sera dtermin toutes les fois
quon connaitre la nature du systme et la modication quil a subie; il ne changera pas si
472
Appendix. Quotations
lon se borne changer lpoque et le lieu o la modication a t produite ainsi quel les
corps trangers en prsence desquelles elle a t accomplie.
18.6 Principe de la Conservation de lnergie. Lorsquun systme quelconque, isol dans lespace,
prouv une modication relle quelconque, lnergie totale du systme garde une valeur
invariable.
18.7 Forme restreinte du principe de la Conservation de lnergie. En toute modication relle
dun systme isol, lgalit
U+
1
2
M
u2 + v2 + w2 dm = const.
est vrie.
18.8 La comparaison de ces conditions [] fournit lnonc suivant, qui est celui du principe de
dAlembert: Pour obtenir, chaque instant, les lois du mouvement dun systme de solides
assujettis des liaisons sans rsistance passive, il suft dcrire que le systme demeurait en
quilibre si on le plaait sans mouvement dans ltat quil traverse cet instant, et si on le
soumettait non seulement aux actions extrieures qui sexercent rellement sur lui au moment
o il se trouve en cet tat, mais encore des actions extrieures ctives quivalentes aux
actions dinertie qui le sollicitent ce moment.
18.9 Dans le cas particulier o le systme est assujetti exclusivement des liaisons et bilatrales,
il faut il suft, pour lquilibre, que le travail externe soit, tout dplacement en virtuel, gal
laccroissement de lnergie interne.
18.10 La contrainte que le systme prouve, de la part des liaisons, au cours de son dplacement
rel est moindre que la contrainte quil prouverait en toute autre dplacement virtuel issu du
mme tat:
2
2
MN dm < PN dm
that is what we mean when we say that the studied constraints have no passive resistance.
18.11 Die Bewegung eines Systems materieller, auf was immer fr eine Art unter sich verknpfter
Punkte, deren Bewegungen zugleich an was immer fr ussere Beschrnkungen gebunden
sind, geschieht in jedem Augenblick in mglich grsster bereinstimmung mit der freien
Bewegung, oder unter mglich kleinstem Zwangen, indem man als Maass des Zwanges, den
das ganze System in jedem Zeittheilchen erleidet, die Summe der Producte aus dem Quadrate
der Ablenkung jedes Punkts von seiner freien Bewegung in seine Masse betrachtet.
Es seien m, m , m u. s. w. die Massen der Punkte; a, a , a u. s. w. ihre platze zur Zeit t; b, b , b
u. a. w. die Pltze, weiche sie, nach dem unendlich kleinen Zeittheilchen dt, in Folge der
wahrend dieser Zeit auf sie wirkenden Krfte und der zur Zeit t erlangten Geschwindigkeiten
und Richtungen, einnehmen wurden, falls sie alle vollkommen frei waren. Die wirklichen
Pltze c, c , c u.s.w. werden dann diejenigen sein, fr welke, unter allen mit den Bedingungen
des Systems vereinbaren, m(bc)2 + m (b c )2 + m (b c )2 u.s.v. ein Minimum wird.
References
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Index
490
Index
Index
Huygens, Chrstiaan, 5, 6, 50, 127, 166, 171,
178, 187, 188, 201, 204, 217, 225, 232,
238, 478, 486
Huygens, Constantin, 164, 167, 174
Indorato, Luigi, 485
Jacobi, Carl, 263
Jacquier, 478, 483
Jammer, Max, 485
Jaouiche, Khalil, 64, 68, 70, 73, 478
Jordanus, 4, 12, 13, 63, 65, 66, 7587, 8993,
97100, 102, 103, 107112, 114116,
118, 119, 121, 124, 131, 132, 154, 157,
159, 162, 484, 485
Jouguet, Franois, 366, 485
Khanikoff, Nicolas, 485
Kirchhoff, Gustav, 386, 387
Klein, Felix, 485
Knorr, Wilbur Richard, 64, 68, 485
Koetsier, Teun, 485
Koyr, Alexandre, 485
Kraft, Fritz, 38, 485
Lagrange, Giuseppe Lodovico, v, 79, 1113,
1517, 22, 27, 31, 50, 149, 200, 201, 206,
212, 228, 231, 237, 239273, 277279,
282, 299, 300, 304306, 308, 310315,
317, 319, 321, 322, 328, 329, 332, 333,
335337, 339342, 345, 347, 348, 351,
353, 354, 361, 362, 369, 371, 375381,
387389, 391, 478, 480, 482, 483, 484,
486
Laird, Walter Roy, 44, 485
Lam, Gabriel, 387, 391, 392, 478
Lamy, Bernard, 5, 176, 177, 478
Laplace, Pierre Simon, 8, 13, 17, 26, 328, 329,
332335, 342, 343, 351, 354, 362, 363,
371, 478
Le Seur, Thomas, 234, 483
Leibniz, Gottfried Wilhelm, 6, 7, 186, 197199,
202, 204, 210, 217220, 224, 232, 233,
245, 301, 478, 479
Leonico, Tomeo, 94, 479
Libri, Guglielmo, 362, 485
Lorch, Richard, 484
Loria, Gino, 140, 485
Lorini, Bonaiuto, 95, 96, 479
Love, Augustus Edward Hough, 479
Mach, Ernst, 44, 48, 50, 166, 184, 187, 263,
264, 277, 278, 366, 395, 485
Magistrini, Giovanni Battista, 311, 479
491
492
Index