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How early explorers pinpointed the poles, with a sextant
Q: When men first sought to reach the north and south
poles, with the instruments they had at the time — a sextant, a compass and
knowledge of the sun and stars — how did they know when they had reached the
poles? (Richard, San Angelo, Texas)
A:
Not all of them did know. And worse, some knew they hadn’t achieved their goal,
but lied anyway in their eagerness to be first. But in principle, it was simple:
When they reached 90 degrees latitude, as determined from sextant readings, they
were there.
"Shooting the Sun at the South Geographical Pole. Amundsen (left) is
holding the sextant. Helmer Hanssen (right) is bending over the artificial
horizon, which is a tray of mercury. Amundsen is lining up the direct image of
the Sun with its reflection in the surface of the mercury," writes Amundsen in
his book, The South Pole. Peter Ifland, author of Taking the Stars, suspects
that the picture is posed. "It would be impossible to take a sight while
standing so far away from the artificial horizon. Normally, one would kneel down
and hold the sextant a few inches from the artificial horizon to catch the image
of the sun reflected by the mercury pool." Courtesy of the National Oceanic &
Atmosphere Administration (NOAA)
The first man to the North Pole and the first man to the South Pole turns out
(now that we’ve evaluated all the claims) to be the Norwegian, Roald Amundsen.
In 1926, he floated over the North Pole in the Airship Norge — an undisputed
sighting. In 1911, he trekked to the South Pole, and actually got within 200
yards (200 m) of his goal.
This
is an amazing feat, considering that modern sextants measure to 0.2 minutes of
arc, an error that translates to a distance of about 400 yards (400 m). Robert
Scott, who arrived about a month later, missed the pole by about 450 yards (450
m).
In 1929, Hubert Paton takes a Sun sight aboard the Lydonia, using a
sextant much like Amundsen used in 1911. Courtesy of NOAA.
The early polar explorers used the same simple navigation plan that served
seafarers well for centuries.
Know where you are when you start.
Keep track of where you go, using dead reckoning. This involves logging
compass readings, timing distance traveled at a given heading and measuring
travel speed.
Confirm the accuracy of your dead reckoning with position fixes, based on
observing the positions of the Sun, Moon and stars relative to your location.
The
system worked well for Amundsen, with one slight modification. Instead of
calculating distance from speed and time measurements, he measured distance with
odometers screwed to his sledges. Basically, an odometer counts the number of
revolutions of a wheel, and, knowing the circumference of its wheel, computes
the distance.
"Polar Transport", from Amundsen’s book. Each sledge contained an odometer
to measure distance traveled. Courtesy of NOAA.
Amundsen and his ‘brave little band" (Olav Bjaaland, Helmer Hanssen, Sverre
Hassel and Oscar Wisting) trekked to the South Pole in three sledges pulled by
sled dogs. To find their way through featureless white plains, they followed an
order of march: a lead skier (perhaps Hassel), "to show the direction and
encourage the dogs". Next came Helmer Hanssen as "our most efficient
dog-driver." He carried the most-accurate compass on his sledge and checked the
lead skier’s direction. After him came Bjaaland, also with a compass. "Lastly, I
came, with sledge-meter and compass..," wrote Amundsen in his epic book, The
South Pole.
The
lead skier, in this case Hassel, had it rough. "It is no easy matter to go
straight on a surface without landmarks," explains Amundsen. "Imagine an immense
plain that you have to cross in thick fog; it is dead calm, and the snow lies
evenly, without drifts. What would you do? An Eskimo [aka Inuit] can mange it,
but none of us. We should turn to the right or to the left, and give the leading
dog-driver with the standard compass endless trouble." That’s why Hansen, in the
first sledge with the best compass, would correct the forerunner’s direction. "A
little to the right," he would shout, and imply (knowing full well he could do
no better, but still exasperated), "Duffer!"
"Roald Amundsen", a savvy planner and brilliant explorer, from Amundsen’s
book. Courtesy of NOAA.
But these folk were good — their dead reckoning right on the money. They had
adjusted their compasses and sledge-meters at their base station, and knew that
they could rely on them. But even they were surprised at the accuracy of their
dead reckoning.

The present-day South Pole Station on a day without horizons. Amundsen
writes of one such day: "A grey haze, the most unpleasant (after fog) kind of
light, lay upon the landscape, making the Barrier and the sky merge into one.
There was no horizon to be seen." Courtesy of NOAA.
For instance on December 7, for the first time in three days, they could see
a few miles around. They had been walking blind in grey twilight, unable to make
a sextant observation of the Sun at its zenith since 86 degrees 47 minutes S.
Finally, the Sun appeared — "not very brilliant" but "good enough". They caught
the Sun at its highest. Then, the question: How good was their dead reckoning
for the past three unverified days over "impossible" ground?
They ran the calculations; then looked at each other with "sheer
incredulity." 88 degrees 16 minutes S, precisely to a minute the same as their
dead reckoning, 88 degrees 16 minutes S. A minute is 101 feet (31 m).
They were nearing the pole (90 degrees S). On December 14, "at three in the
afternoon, a simultaneous ‘Halt!’ rang out from the drivers." The drivers had
carefully examined their sledge-meters, and the meters showed they had reached
the Pole (by dead reckoning), wrote Amundsen. "Of course, every one of us knew
that we were not standing on the absolute spot; it would be an impossibility
with the time and the instruments at our disposal to ascertain that exact spot."
But
they didn’t stop trying. They sneaked up on the pole from there in three steps.
See Figure 7. They made camp there (shown as "1" in the figure), at what dead
reckoning said was 89 degrees 54 minutes 30 seconds S. Then, they hedged their
bet — making darn sure they reached the pole by, in effect, circling it.
Admundsen’s three steps to the South Pole: The symbol "1" on the figure
shows where he thought the Pole was by dead reckoning. About this point as
center, he established a 12-mi (20-km) circle, which he hoped must capture the
true pole. It did. The number "2" shows the camp 6-miles (10 km) further south.
"3" shows where Hanssen and Bjaaland walked, another 4 miles (7 km) closer still
— within 200 yards (200 m) of the South Pole, it turns out. Idealized drawing by
the author.
Step 1. They didn’t have time to make a complete 12-mile-radius (20-km)
circle (which they thought would surely do the job) so three brave men (Wisting,
Hassel, and Bjaaland) walked (without the good sledge compasses that were too
heavy to carry) 12-miles (out of sight) from the camp in three different
directions, two at right angles (red and blue lines on Figure 7) to the course
that they had been traveling and one continuing the course south (green). Thus,
they had the pole surrounded (within their walked triangle, shown purple in the
figure). Furthermore, Amundsen and Hanssen took more observations of the Sun
there to better establish "south", and to get a better approximation of the
South Pole’s location.
Step 2. Then, based on the observations taken in Step 1 and to get even
closer for their final observations, they continued on the newly established
south course for 6 miles (10 km), and established another camp (shown as "2" in
the figure). On December 16 and 17, they took Sun observations with each of
their two sextants "every hour through the whole twenty-four." Their
observations showed "...we were not on the absolute Pole," but "close." Later a
master mathematician verified their sightings: the latitude calculated from
these altitude readings was on, the average, 89 degrees 54 minutes S. with a
mean error of plus or minus 2 minutes.
They had, however, also established a new south direction and a new
approximate Pole location. They weren’t on it yet, and, therefore, could get
even closer.

The Fram at the ice edge, January 1912 — ready to go home. Courtesy of
NOAA.
Step 3. So finally, Helmer Hanssen and Olav Bjaaland, in order to "come a
few inches nearer", walked 4 miles (7 km) south to the Pole. Then, goal reached,
back to the good ship, Fram.
Since then, we’ve analyzed the diaries and found the men actually got within
200 meters of the South Pole.
Further Reading:
Roald Amundsen, The South Pole, an account of the Norwegian
Antarctic expedition in the Fram, translated from the Norwegian by A.G.
Chater, and made available online by The Project Gutenberg.
Peter Ifland, Taking the Stars. Malabar, Florida: Krieger Publishing
Company, 1998.
Amundsen’s original South Pole Station by William Spindler, South Pole
Station
North Pole
Expeditions, Wikipedia
Sextant,
Wikipedia
Roald
Amundsen, Wikipedia
Navigation,
Wikipedia
(Answered Jan. 17, 2006)
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