Sines and cosines are commonly introduced as ratios of sides of a triangle with its hypotenuse and attributed to ancient Indian scholars. However, I've never actually thought of the reason for introducing sine/cosine to mathematical analysis. What exactly led to the need for sines and cosines? What were the Indian astronomers trying to compute that necessitated the existence of such trigonometric functions?

The closest I've come is this lecture by an Indian professor who explains it as follows: Epicycle Model

The derivation below has a few odd symbols, not in the diagram above, but it's easy to verify this by hand. The basic premise is that the orbit of planets isn't purely circular and thus a correction needs to be applied to compute its true position. This computation necessitates the need for sines and cosines.


The calculation above depends on the existence of $sin$ and $sin^{-1}$ functions "proving" their need, so to speak.

This was the first time I've come across something like this. Are there any other references anywhere in existing math literature? Is this accurate?

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    $\begingroup$ As you can see from the History of trig functions, they were developed by astronomer, starting from Hipparchus (190 – 120 BC) that "possessed a trigonometric table, which he needed when computing the eccentricity of the orbits of the Moon and Sun. He tabulated values for the chord function, which gives the length of the chord for each angle." $\endgroup$ Feb 16 '18 at 7:46
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    $\begingroup$ "Trigonometry was a significant innovation, because it allowed Greek astronomers to solve any triangle, and made it possible to make quantitative astronomical models and predictions using their preferred geometric techniques." See Toomer, The Chord Table of Hipparchus and the Early History of Greek Trigonometry, Centaurus (1974). $\endgroup$ Feb 16 '18 at 7:46
  • $\begingroup$ The epicycle model was developed by Eudoxus in the 4th century BC. It is not attested in India until the 4th or 5th century AD, on the basis of the spread of Hellenistic astronomy. $\endgroup$
    – fdb
    Feb 18 '18 at 9:55

This is a supplement to Alexandre Eremenko's answer. There is useful context to the question and answers in David Eugene Smith's History of Mathematics (originally published 1923-25), especially in volume 2. This contains a topical history of trigonometry (in ch.8, pp.600-632), both in terms of named mathematicians and of particular functions, such as sines and the chords that preceded them.

With reference to the parts of the question that refer to motivations for the development of these topics, it is worth noting that ancient historical evidence often shows what was done or used, but without necessarily giving direct evidence of a motivation for its development. Examples of this can be seen in the cited chapter 8. The motivations that impelled the ancients towards their work and results can sometimes thus be matters of secondary inference, less certain than the historical evidence for the procedures and functions themselves.

On the other hand, the context, e.g. in the Almagest, as already noted by Alexandre Eremenko, can well indicate a likely motivation, e.g. in this case to account mathematically for rising and setting and related phenomena, a set of problems prior to any analysis of planetary orbits. Thus, the opening theorems in Book 1 of the Almagest (see G J Toomer's translation from 1984 and wikipedia), show "that the heavens move like a sphere ... that the earth, too, taken as a whole, is sensibly spherical ... in the middle of the heavens". Then Ptolemy showed that there are two kinds of 'primary motion' in the heavens, the daily motions parallel to the equator and the slower motions in the opposite direction but parallel to a relatively oblique plane. Ptolemy then went on to discuss the "size of chords" along with a table of chords, and spherical trigonometry, as a means to solve problems arising from the spherical phenomena initially introduced.

  1. Sine and cosine were not the first trigonometric functions introduced. The ancients used chord instead $\mathrm{chd}\, x=2\sin(x/2)$. All other trigonometric functions were introduced much later, in the Middle Age.

  2. The main reason for their introduction has nothing to do with planetary systems, it is much simpler. The reason is that one has to transfer from one coordinate system in the sky to another. There are three natural coordinate systems. The first is related to the observer on the earth (zenith distance and azimuth). The second is polar (declination and right ascention), it is important because the stars are fixed in these coordinates. The third one is the ecliptic system (longitude and latitude). The motion of the Sun, Moon and planets is best described in ecliptic coordinates. To pass from one to another one has to do spherical trigonometry (to solve a spherical triangle). This is why trigonometric functions are needed.

The simplest type of problems solved in astronomy (ancient and modern) is predicting the time and place of rising and setting of a star. Or duration of the day light for a given date at a given location. This requires a transfer from polar (for stars) or ecliptic (for Sun, Moon and planets) coordinates to the coordinates of the observer.

(In the ancient times ll these coordinates had somewhat different names, and their definition slightly varied, but the essence is the same).

Literature: Ptolemy, Almagest, or any later textbook on Astronomy.

Ptolemy's book begins with trigonometry, then passes to rising and setting phenomena, and only after that describes the motions of the Sun Moon and planets. All later astronomy books followed this pattern.

The difference between the ancient trigonometric function (the chord) and the modern ones (sine, cosine, tangent etc.) is a question of convenience in specific calculations. (Other trigonometric functions, now forgotten, were also used, for example, versine).

  • $\begingroup$ I'm aware of the chord function predating sine. And sine was more like a convenience - but convenience for what exactly? Do you have links to examples or real problems where I can actually "see" this coordinate change and extrapolate the usefulness of sine? $\endgroup$
    – PhD
    Feb 16 '18 at 20:32

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