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Luminiferous aether

Obsolete postulated medium for the propagation of light

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Through Light, Wave and Vacuum

The aether hypothesis was the topic of considerable debate throughout its history, as it required the existence of an invisible and infinite material with no interaction with physical objects. As the nature of light was explored, especially in the 19th century, the physical qualities required of an aether became increasingly contradictory. By the late 19th century, the existence of the aether was being questioned, although there was no physical theory to replace it.

The negative outcome of the Michelson–Morley experiment (1887) suggested that the aether did not exist, a finding that was confirmed in subsequent experiments through the 1920s. This led to considerable theoretical work to explain the propagation of light without an aether. A major breakthrough was the special theory of relativity, which could explain why the experiment failed to see aether, but was more broadly interpreted to suggest that it was not needed. The Michelson–Morley experiment, along with the blackbody radiator and photoelectric effect, was a key experiment in the development of modern physics, which includes both relativity and quantum theory, the latter of which explains the particle-like nature of light.

History of light and aether

Particles vs. waves

In the 17th century, Robert Boyle was a proponent of an aether hypothesis. According to Boyle, the aether consists of subtle particles, one sort of which explains the absence of vacuum and the mechanical interactions between bodies, and the other sort of which explains phenomena such as magnetism (and possibly gravity) that are, otherwise, inexplicable on the basis of purely mechanical interactions of macroscopic bodies, "though in the ether of the ancients there was nothing taken notice of but a diffused and very subtle substance; yet we are at present content to allow that there is always in the air a swarm of streams moving in a determinate course between the north pole and the south".

Christiaan Huygens's Treatise on Light (1690) hypothesized that light is a wave propagating through an aether. He and Isaac Newton could only envision light waves as being longitudinal, propagating like sound and other mechanical waves in fluids. However, longitudinal waves necessarily have only one form for a given propagation direction, rather than two polarizations like a transverse wave. Thus, longitudinal waves can not explain birefringence, in which two polarizations of light are refracted differently by a crystal. In addition, Newton rejected light as waves in a medium because such a medium would have to extend everywhere in space, and would thereby "disturb and retard the Motions of those great Bodies" (the planets and comets) and thus "as it [light's medium] is of no use, and hinders the Operation of Nature, and makes her languish, so there is no evidence for its Existence, and therefore it ought to be rejected".

Isaac Newton contended that light is made up of numerous small particles. This can explain such features as light's ability to travel in straight lines and reflect off surfaces. Newton imagined light particles as non-spherical "corpuscles", with different "sides" that give rise to birefringence. But the particle theory of light can not satisfactorily explain refraction and diffraction. To explain refraction, Newton's Third Book of Opticks (1st ed. 1704, 4th ed. 1730) postulated an "aethereal medium" transmitting vibrations faster than light, by which light, when overtaken, is put into "Fits of easy Reflexion and easy Transmission", which caused refraction and diffraction. Newton believed that these vibrations were related to heat radiation:

Is not the Heat of the warm Room convey'd through the vacuum by the Vibrations of a much subtiler Medium than Air, which after the Air was drawn out remained in the Vacuum? And is not this Medium the same with that Medium by which Light is refracted and reflected, and by whose Vibrations Light communicates Heat to Bodies, and is put into Fits of easy Reflexion and easy Transmission?

In contrast to the modern understanding that heat radiation and light are both electromagnetic radiation, Newton viewed heat and light as two different phenomena. He believed heat vibrations to be excited "when a Ray of Light falls upon the Surface of any pellucid Body". He wrote, "I do not know what this Aether is", but that if it consists of particles then they must be

exceedingly smaller than those of Air, or even than those of Light: The exceeding smallness of its Particles may contribute to the greatness of the force by which those Particles may recede from one another, and thereby make that Medium exceedingly more rare and elastic than Air, and by consequence exceedingly less able to resist the motions of Projectiles, and exceedingly more able to press upon gross Bodies, by endeavoring to expand itself.

Bradley suggests particles

In 1720, James Bradley carried out a series of experiments attempting to measure stellar parallax by taking measurements of stars at different times of the year. As the Earth moves around the Sun, the apparent angle to a given distant spot changes. By measuring those angles the distance to the star can be calculated based on the known orbital circumference of the Earth around the Sun. He failed to detect any parallax, thereby placing a lower limit on the distance to stars.

During these experiments, Bradley also discovered a related effect; the apparent positions of the stars did change over the year, but not as expected. Instead of the apparent angle being maximized when the Earth was at either end of its orbit with respect to the star, the angle was maximized when the Earth was at its fastest sideways velocity with respect to the star. This effect is now known as stellar aberration.

Bradley explained this effect in the context of the corpuscular theory of light, by showing that the aberration angle was given by simple vector addition of the Earth's orbital velocity and the velocity of the corpuscles of light, just as vertically falling raindrops strike a moving object at an angle. Knowing the Earth's velocity and the aberration angle enabled him to estimate the speed of light.

Wave-theory triumphs

A century later, Thomas Young and Augustin-Jean Fresnel revived the wave theory of light when they pointed out that light could be a transverse wave rather than a longitudinal wave; the polarization of a transverse wave (like Newton's "sides" of light) could explain birefringence, and in the wake of a series of experiments on diffraction the particle model of Newton was finally abandoned. Physicists assumed, moreover, that, like mechanical waves, light waves required a medium for propagation, and thus required Huygens's idea of an aether "gas" permeating all space.

However, a transverse wave apparently required the propagating medium to behave as a solid, as opposed to a fluid. The idea of a solid that did not interact with other matter seemed a bit odd, and Augustin-Louis Cauchy suggested that perhaps there was some sort of "dragging", or "entrainment", but this made the aberration measurements difficult to understand. He also suggested that the absence of longitudinal waves suggested that the aether had negative compressibility. George Green pointed out that such a fluid would be unstable. George Gabriel Stokes became a champion of the entrainment interpretation, developing a model in which the aether might, like pine pitch, be dilatant (fluid at slow speeds and rigid at fast speeds). Thus the Earth could move through it fairly freely, but it would be rigid enough to support light.

Electromagnetism

In 1856, Wilhelm Eduard Weber and Rudolf Kohlrausch measured the numerical value of the ratio of the electrostatic unit of charge to the electromagnetic unit of charge. They found that the ratio between the electrostatic unit of charge and the electromagnetic unit of charge is the speed of light c. The following year, Gustav Kirchhoff wrote a paper in which he showed that the speed of a signal along an electric wire was equal to the speed of light. These are the first recorded historical links between the speed of light and electromagnetic phenomena.

James Clerk Maxwell began working on Michael Faraday's lines of force. In his 1861 paper On Physical Lines of Force he modelled these magnetic lines of force using a sea of molecular vortices that he considered to be partly made of aether and partly made of ordinary matter. He derived expressions for the dielectric constant and the magnetic permeability in terms of the transverse elasticity and the density of this elastic medium. He then equated the ratio of the dielectric constant to the magnetic permeability with a suitably adapted version of Weber and Kohlrausch's result of 1856, and he substituted this result into Newton's equation for the speed of sound. On obtaining a value that was close to the speed of light as measured by Hippolyte Fizeau, Maxwell concluded that light consists in undulations of the same medium that is the cause of electric and magnetic phenomena.

Maxwell had, however, expressed some uncertainties surrounding the precise nature of his molecular vortices and so he began to embark on a purely dynamical approach to the problem. He wrote another paper in 1864, entitled "A Dynamical Theory of the Electromagnetic Field", in which the details of the luminiferous medium were less explicit. Although Maxwell did not explicitly mention the sea of molecular vortices, his derivation of Ampère's circuital law was carried over from the 1861 paper and he used a dynamical approach involving rotational motion within the electromagnetic field which he likened to the action of flywheels. Using this approach to justify the electromotive force equation (the precursor of the Lorentz force equation), he derived a wave equation from a set of eight equations which appeared in the paper and which included the electromotive force equation and Ampère's circuital law. Maxwell once again used the experimental results of Weber and Kohlrausch to show that this wave equation represented an electromagnetic wave that propagates at the speed of light, hence supporting the view that light is a form of electromagnetic radiation.

In 1887–1889, Heinrich Hertz experimentally demonstrated that electromagnetic waves are identical to light waves. This unification of electromagnetic wave and optics indicated that there was a single luminiferous aether instead of many different kinds of aether media.

The apparent need for a propagation medium for such Hertzian waves (later called radio waves) can be seen by the fact that they consist of orthogonal electric (E) and magnetic (B or H) waves. The E waves consist of undulating dipolar electric fields, and all such dipoles appeared to require separated and opposite electric charges. Electric charge is an inextricable property of matter, so it appeared that some form of matter was required to provide the alternating current that would seem to have to exist at any point along the propagation path of the wave. Propagation of waves in a true vacuum would imply the existence of electric fields without associated electric charge, or of electric charge without associated matter. Albeit compatible with Maxwell's equations, electromagnetic induction of electric fields could not be demonstrated in vacuum, because all methods of detecting electric fields required electrically charged matter.

In addition, Maxwell's equations required that all electromagnetic waves in vacuum propagate at a fixed speed, c. As this can only occur in one reference frame in Newtonian physics (see Galilean relativity), the aether was hypothesized as the absolute and unique frame of reference in which Maxwell's equations hold. That is, the aether must be "still" universally, otherwise c would vary along with any variations that might occur in its supportive medium. Maxwell himself proposed several mechanical models of aether based on wheels and gears, and George Francis FitzGerald even constructed a working model of one of them. These models had to agree with the fact that the electromagnetic waves are transverse but never longitudinal.

Problems

By this point the posited mechanical qualities of the aether had become more and more implausible: it had to be a fluid in order to fill space, but one that was millions of times more rigid than steel in order to support the high frequencies of light waves. It also had to be massless and without viscosity, otherwise it would visibly affect the orbits of planets. Additionally it appeared it had to be completely transparent, non-dispersive, incompressible, and continuous at a very small scale. Maxwell wrote in Encyclopædia Britannica:

Aethers were invented for the planets to swim in, to constitute electric atmospheres and magnetic effluvia, to convey sensations from one part of our bodies to another, and so on, until all space had been filled three or four times over with aethers. ... The only aether which has survived is that which was invented by Huygens to explain the propagation of light.

By the early 20th century, aether theory was in trouble. A series of increasingly complex experiments had been carried out in the late 19th century to try to detect the motion of the Earth through the aether, and had failed to do so. A range of proposed aether-dragging theories could explain the null result but these were more complex, and tended to use arbitrary-looking coefficients and physical assumptions. Lorentz and FitzGerald offered within the framework of Lorentz ether theory a more elegant solution to how the motion of an absolute aether could be undetectable (length contraction), but if their equations were correct, the new special theory of relativity (1905) could generate the same mathematics without referring to an aether at all. Aether fell to Occam's Razor.

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