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A compass is a device that shows the cardinal directions used for
navigation Navigation is a field of study that focuses on the process of monitoring and controlling the movement of a craft or vehicle from one place to another.Bowditch, 2003:799. The field of navigation includes four general categories: land navigation, ...
and geographic orientation. It commonly consists of a magnetized needle or other element, such as a compass card or
compass rose A compass rose, sometimes called a wind rose, rose of the winds or compass star, is a figure on a compass, map, nautical chart, or monument used to display the orientation of the cardinal directions (north, east, south, and west) and their i ...
, which can pivot to align itself with
magnetic north The north magnetic pole, also known as the magnetic north pole, is a point on the surface of Earth's Northern Hemisphere at which the planet's magnetic field points vertically downward (in other words, if a magnetic compass needle is allowed t ...
. Other methods may be used, including gyroscopes, magnetometers, and
GPS The Global Positioning System (GPS), originally Navstar GPS, is a satellite-based radionavigation system owned by the United States government and operated by the United States Space Force. It is one of the global navigation satellite sy ...
receivers. Compasses often show angles in degrees: north corresponds to 0°, and the angles increase
clockwise Two-dimensional rotation can occur in two possible directions. Clockwise motion (abbreviated CW) proceeds in the same direction as a clock's hands: from the top to the right, then down and then to the left, and back up to the top. The opposite ...
, so east is 90°, south is 180°, and west is 270°. These numbers allow the compass to show
azimuth An azimuth (; from ar, اَلسُّمُوت, as-sumūt, the directions) is an angular measurement in a spherical coordinate system. More specifically, it is the horizontal angle from a cardinal direction, most commonly north. Mathematicall ...
s or bearings which are commonly stated in degrees. If local variation between magnetic north and
true north True north (also called geodetic north or geographic north) is the direction along Earth's surface towards the geographic North Pole or True North Pole. Geodetic north differs from ''magnetic'' north (the direction a compass points toward t ...
is known, then direction of magnetic north also gives direction of true north. Among the
Four Great Inventions The Four Great Inventions () are inventions from ancient China that are celebrated in Chinese culture for their historical significance and as symbols of ancient China's advanced science and technology. They are the compass, gunpowder, papermakin ...
, the magnetic compass was first invented as a device for divination as early as the
Chinese Chinese can refer to: * Something related to China * Chinese people, people of Chinese nationality, citizenship, and/or ethnicity **''Zhonghua minzu'', the supra-ethnic concept of the Chinese nation ** List of ethnic groups in China, people of ...
Han Dynasty The Han dynasty (, ; ) was an imperial dynasty of China (202 BC – 9 AD, 25–220 AD), established by Liu Bang (Emperor Gao) and ruled by the House of Liu. The dynasty was preceded by the short-lived Qin dynasty (221–207 BC) and a warr ...
(since c. 206 BC),
Li Shu-hua Li Shu-hua (, courtesy name: Runzhang 潤章, 23 September 1890 – 5 July 1979) was a Chinese biophysicist and politician. He was an educator, and administrator at Beijing University and a Chinese diplomat. He was the brother of Li Shu-tie ...
, p. 176
and later adopted for navigation by the
Song Dynasty The Song dynasty (; ; 960–1279) was an imperial dynasty of China that began in 960 and lasted until 1279. The dynasty was founded by Emperor Taizu of Song following his usurpation of the throne of the Later Zhou. The Song conquered the rest ...
Chinese during the 11th century. Kreutz, p. 367
Li Shu-hua Li Shu-hua (, courtesy name: Runzhang 潤章, 23 September 1890 – 5 July 1979) was a Chinese biophysicist and politician. He was an educator, and administrator at Beijing University and a Chinese diplomat. He was the brother of Li Shu-tie ...
, p. 182f.
The first usage of a compass recorded in
Western Europe Western Europe is the western region of Europe. The region's countries and territories vary depending on context. The concept of "the West" appeared in Europe in juxtaposition to "the East" and originally applied to the ancient Mediterranean ...
and the Islamic world occurred around 1190. Kreutz, p. 370


Magnetic compass

The magnetic compass is the most familiar compass type. It functions as a pointer to "
magnetic north The north magnetic pole, also known as the magnetic north pole, is a point on the surface of Earth's Northern Hemisphere at which the planet's magnetic field points vertically downward (in other words, if a magnetic compass needle is allowed t ...
", the local magnetic meridian, because the
magnetize Magnetism is the class of physical attributes that are mediated by a magnetic field, which refers to the capacity to induce attractive and repulsive phenomena in other entities. Electric currents and the magnetic moments of elementary particles ...
d needle at its heart aligns itself with the horizontal component of the
Earth's magnetic field Earth's magnetic field, also known as the geomagnetic field, is the magnetic field that extends from Earth's interior out into space, where it interacts with the solar wind, a stream of charged particles emanating from the Sun. The magnetic f ...
. The
magnetic field A magnetic field is a vector field that describes the magnetic influence on moving electric charges, electric currents, and magnetic materials. A moving charge in a magnetic field experiences a force perpendicular to its own velocity and to ...
exerts a
torque In physics and mechanics, torque is the rotational equivalent of linear force. It is also referred to as the moment of force (also abbreviated to moment). It represents the capability of a force to produce change in the rotational motion of th ...
on the needle, pulling the North end or ''pole'' of the needle approximately toward the Earth's
North magnetic pole The north magnetic pole, also known as the magnetic north pole, is a point on the surface of Earth's Northern Hemisphere at which the planet's magnetic field points vertically downward (in other words, if a magnetic compass needle is allowed t ...
, and pulling the other toward the Earth's South magnetic pole. The needle is mounted on a low-friction pivot point, in better compasses a jewel bearing, so it can turn easily. When the compass is held level, the needle turns until, after a few seconds to allow oscillations to die out, it settles into its equilibrium orientation. In navigation, directions on maps are usually expressed with reference to geographical or
true north True north (also called geodetic north or geographic north) is the direction along Earth's surface towards the geographic North Pole or True North Pole. Geodetic north differs from ''magnetic'' north (the direction a compass points toward t ...
, the direction toward the
Geographical North Pole The North Pole, also known as the Geographic North Pole or Terrestrial North Pole, is the point in the Northern Hemisphere where the Earth's axis of rotation meets its surface. It is called the True North Pole to distinguish from the Mag ...
, the rotation axis of the Earth. Depending on where the compass is located on the surface of the Earth the angle between
true north True north (also called geodetic north or geographic north) is the direction along Earth's surface towards the geographic North Pole or True North Pole. Geodetic north differs from ''magnetic'' north (the direction a compass points toward t ...
and
magnetic north The north magnetic pole, also known as the magnetic north pole, is a point on the surface of Earth's Northern Hemisphere at which the planet's magnetic field points vertically downward (in other words, if a magnetic compass needle is allowed t ...
, called
magnetic declination Magnetic declination, or magnetic variation, is the angle on the horizontal plane between magnetic north (the direction the north end of a magnetized compass needle points, corresponding to the direction of the Earth's magnetic field lines) an ...
can vary widely with geographic location. The local magnetic declination is given on most maps, to allow the map to be oriented with a compass parallel to true north. The locations of the Earth's magnetic poles slowly change with time, which is referred to as
geomagnetic secular variation Geomagnetic secular variation refers to changes in the Earth's magnetic field on time scales of about a year or more. These changes mostly reflect changes in the Earth's interior, while more rapid changes mostly originate in the ionosphere or mag ...
. The effect of this means a map with the latest declination information should be used. Some magnetic compasses include means to manually compensate for the magnetic declination, so that the compass shows true directions.


Non-magnetic compasses

There are other ways to find north than the use of magnetism, and from a navigational point of view a total of seven possible ways exist (where magnetism is one of the seven). Two sensors that use two of the remaining six principles are often also called compasses, i.e. the gyrocompass and GPS-compass.


Gyrocompass

A ''gyrocompass'' is similar to a gyroscope. It is a non-magnetic compass that finds
true north True north (also called geodetic north or geographic north) is the direction along Earth's surface towards the geographic North Pole or True North Pole. Geodetic north differs from ''magnetic'' north (the direction a compass points toward t ...
by using an (electrically powered) fast-spinning wheel and friction forces in order to exploit the rotation of the Earth. Gyrocompasses are widely used on
ship A ship is a large watercraft that travels the world's oceans and other sufficiently deep waterways, carrying cargo or passengers, or in support of specialized missions, such as defense, research, and fishing. Ships are generally distinguished ...
s. They have two main advantages over magnetic compasses: * they find ''true north'', i.e., the direction of
Earth Earth is the third planet from the Sun and the only astronomical object known to harbor life. While large volumes of water can be found throughout the Solar System, only Earth sustains liquid surface water. About 71% of Earth's surfa ...
's rotational axis, as opposed to
magnetic north The north magnetic pole, also known as the magnetic north pole, is a point on the surface of Earth's Northern Hemisphere at which the planet's magnetic field points vertically downward (in other words, if a magnetic compass needle is allowed t ...
, * they are not affected by ferromagnetic metal (including iron, steel, cobalt, nickel, and various alloys) in a ship's hull. (No compass is affected by nonferromagnetic metal, although a magnetic compass will be affected by any kind of wires with
electric current An electric current is a stream of charged particles, such as electrons or ions, moving through an electrical conductor or space. It is measured as the net rate of flow of electric charge through a surface or into a control volume. The moving pa ...
passing through them.) Large ships typically rely on a gyrocompass, using the magnetic compass only as a backup. Increasingly, electronic
fluxgate compass The basic fluxgate compass is a simple electromagnetic device that employs two or more small coils of wire around a core of highly permeable magnetic material, to directly sense the direction of the horizontal component of the Earth's magnetic fie ...
es are used on smaller vessels. However, magnetic compasses are still widely in use as they can be small, use simple reliable technology, are comparatively cheap, are often easier to use than
GPS The Global Positioning System (GPS), originally Navstar GPS, is a satellite-based radionavigation system owned by the United States government and operated by the United States Space Force. It is one of the global navigation satellite sy ...
, require no energy supply, and unlike GPS, are not affected by objects, e.g. trees, that can block the reception of electronic signals.


GPS receivers used as compasses

GPS receiver A satellite navigation device (satnav device) is a user equipment that uses one or more of several global navigation satellite systems (GNSS) to calculate the device's geographical position and provide navigational advice. Depending on the ...
s using two or more antennae mounted separately and blending the data with an inertial motion unit (IMU) can now achieve 0.02° in heading accuracy and have startup times in seconds rather than hours for gyrocompass systems. The devices accurately determine the positions (latitudes, longitudes and altitude) of the antennae on the Earth, from which the cardinal directions can be calculated. Manufactured primarily for maritime and aviation applications, they can also detect pitch and roll of ships. Small, portable GPS receivers with only a single antenna can also determine directions if they are being moved, even if only at walking pace. By accurately determining its position on the Earth at times a few seconds apart, the device can calculate its speed and the true bearing (relative to ''
true north True north (also called geodetic north or geographic north) is the direction along Earth's surface towards the geographic North Pole or True North Pole. Geodetic north differs from ''magnetic'' north (the direction a compass points toward t ...
'') of its direction of motion. Frequently, it is preferable to measure the direction in which a vehicle is actually moving, rather than its heading, i.e. the direction in which its nose is pointing. These directions may be different if there is a crosswind or tidal current. GPS compasses share the main advantages of gyrocompasses. They determine true North, as opposed to magnetic North, and they are unaffected by perturbations of the Earth's magnetic field. Additionally, compared with gyrocompasses, they are much cheaper, they work better in polar regions, they are less prone to be affected by mechanical vibration, and they can be initialized far more quickly. However, they depend on the functioning of, and communication with, the GPS satellites, which might be disrupted by an electronic attack or by the effects of a severe solar storm. Gyrocompasses remain in use for military purposes (especially in submarines, where magnetic and GPS compasses are useless), but have been largely superseded by GPS compasses, with magnetic backups, in civilian contexts.


History

The first compasses in ancient
Han dynasty The Han dynasty (, ; ) was an imperial dynasty of China (202 BC – 9 AD, 25–220 AD), established by Liu Bang (Emperor Gao) and ruled by the House of Liu. The dynasty was preceded by the short-lived Qin dynasty (221–207 BC) and a warr ...
China were made of
lodestone Lodestones are naturally magnetized pieces of the mineral magnetite. They are naturally occurring magnets, which can attract iron. The property of magnetism was first discovered in antiquity through lodestones. Pieces of lodestone, suspen ...
, a naturally magnetized ore of iron. Later compasses were made of iron needles, magnetized by striking them with a lodestone, which appeared in China by 1088 during the
Song Dynasty The Song dynasty (; ; 960–1279) was an imperial dynasty of China that began in 960 and lasted until 1279. The dynasty was founded by Emperor Taizu of Song following his usurpation of the throne of the Later Zhou. The Song conquered the rest ...
, as described by Shen Kuo. Dry compasses began to appear around 1300 in
Medieval Europe In the history of Europe, the Middle Ages or medieval period lasted approximately from the late 5th to the late 15th centuries, similar to the post-classical period of global history. It began with the fall of the Western Roman Empire a ...
and the Islamic world. This was supplanted in the early 20th century by the liquid-filled magnetic compass.


Modern compasses


Magnetic compass

Modern compasses usually use a magnetized needle or dial inside a capsule completely filled with a liquid (lamp oil, mineral oil, white spirits, purified kerosene, or ethyl alcohol are common). While older designs commonly incorporated a flexible rubber diaphragm or airspace inside the capsule to allow for volume changes caused by temperature or altitude, some modern liquid compasses use smaller housings and/or flexible capsule materials to accomplish the same result. The liquid inside the capsule serves to damp the movement of the needle, reducing oscillation time and increasing stability. Key points on the compass, including the north end of the needle are often marked with
phosphorescent Phosphorescence is a type of photoluminescence related to fluorescence. When exposed to light (radiation) of a shorter wavelength, a phosphorescent substance will glow, absorbing the light and reemitting it at a longer wavelength. Unlike fluor ...
,
photoluminescent Photoluminescence (abbreviated as PL) is light emission from any form of matter after the absorption of photons (electromagnetic radiation). It is one of many forms of luminescence (light emission) and is initiated by photoexcitation (i.e. photo ...
, or self-luminous materials to enable the compass to be read at night or in poor light. As the compass fill liquid is noncompressible under pressure, many ordinary liquid-filled compasses will operate accurately underwater to considerable depths. Many modern compasses incorporate a baseplate and
protractor A protractor is a measuring instrument, typically made of transparent plastic or glass, for measuring angles. Some protractors are simple half-discs or full circles. More advanced protractors, such as the bevel protractor, have one or two sw ...
tool, and are referred to variously as "
orienteering Orienteering is a group of sports that require navigational skills using a map and compass to navigate from point to point in diverse and usually unfamiliar terrain whilst moving at speed. Participants are given a topographical map, usually a s ...
", "baseplate", "map compass" or "protractor" designs. This type of compass uses a separate magnetized needle inside a rotating capsule, an orienting "box" or gate for aligning the needle with magnetic north, a transparent base containing map orienting lines, and a bezel (outer dial) marked in degrees or other units of angular measurement.
Johnson Johnson is a surname of Anglo-Norman origin meaning "Son of John". It is the second most common in the United States and 154th most common in the world. As a common family name in Scotland, Johnson is occasionally a variation of ''Johnston'', a ...
, p. 110
The capsule is mounted in a transparent baseplate containing a ''direction-of-travel'' (DOT) indicator for use in taking bearings directly from a map. Other features found on modern orienteering compasses are map and
romer A Reference Card or "Romer" is a device for increasing the accuracy when reading a grid reference from a map. Made from transparent plastic, paper or other materials, they are also found on most baseplate compasses. Essentially, it is a speciall ...
scales for measuring distances and plotting positions on maps, luminous markings on the face or bezels, various sighting mechanisms (mirror, prism, etc.) for taking bearings of distant objects with greater precision, gimbal-mounted, "global" needles for use in differing hemispheres, special rare-earth magnets to stabilize compass needles, adjustable declination for obtaining instant true bearings without resorting to arithmetic, and devices such as inclinometers for measuring gradients.
Johnson Johnson is a surname of Anglo-Norman origin meaning "Son of John". It is the second most common in the United States and 154th most common in the world. As a common family name in Scotland, Johnson is occasionally a variation of ''Johnston'', a ...
, pp. 110–111
The sport of orienteering has also resulted in the development of models with extremely fast-settling and stable needles utilizing rare-earth magnets for optimal use with a
topographic map In modern mapping, a topographic map or topographic sheet is a type of map characterized by large- scale detail and quantitative representation of relief features, usually using contour lines (connecting points of equal elevation), but historic ...
, a land navigation technique known as ''terrain association''. Many marine compasses designed for use on boats with constantly shifting angles use dampening fluids such as isopar M or
isopar L Isopar may refer to: * Isopar, a formulation of the anti-tuberculosis drugs isoniazid & para-amino salicylic acid * Isopar, short for isoparaffin, a liquid fuel used in pyrotechnics, similar to kerosene Kerosene, paraffin, or lamp oil is a ...
to limit the rapid fluctuation and direction of the needle. The military forces of a few nations, notably the United States Army, continue to issue field compasses with magnetized compass dials or cards instead of needles. A magnetic card compass is usually equipped with an optical, lensatic, or prismatic sight, which allows the user to read the bearing or azimuth off the compass card while simultaneously aligning the compass with the objective (see photo). Magnetic card compass designs normally require a separate protractor tool in order to take bearings directly from a map.
Johnson Johnson is a surname of Anglo-Norman origin meaning "Son of John". It is the second most common in the United States and 154th most common in the world. As a common family name in Scotland, Johnson is occasionally a variation of ''Johnston'', a ...
, p. 112
The U.S. M-1950 military lensatic compass does not use a liquid-filled capsule as a damping mechanism, but rather
electromagnetic induction Electromagnetic or magnetic induction is the production of an electromotive force (emf) across an electrical conductor in a changing magnetic field. Michael Faraday is generally credited with the discovery of induction in 1831, and James Clerk ...
to control oscillation of its magnetized card. A "deep-well" design is used to allow the compass to be used globally with a card tilt of up to 8 degrees without impairing accuracy. As induction forces provide less damping than fluid-filled designs, a needle lock is fitted to the compass to reduce wear, operated by the folding action of the rear sight/lens holder. The use of air-filled induction compasses has declined over the years, as they may become inoperative or inaccurate in freezing temperatures or extremely humid environments due to condensation or water ingress. Some military compasses, like the U.S. M-1950 (
Cammenga Cammenga is an outdoors products company, known chiefly for producing navigation equipment under contract for United States Armed Forces. They are the official supplier of the M-1950 lensatic field compass issued to U.S. Army and Marine Corps infa ...
3H) military lensatic compass, the Silva 4b ''Militaire'', and the
Suunto Suunto Oy is a Finnish company that manufactures and markets sports watches, dive computers, compasses and precision instruments. Headquartered in Vantaa, Finland, Suunto employs more than 300 people worldwide, and its products are sold in over ...
M-5N(T) contain the radioactive material
tritium Tritium ( or , ) or hydrogen-3 (symbol T or H) is a rare and radioactive isotope of hydrogen with half-life about 12 years. The nucleus of tritium (t, sometimes called a ''triton'') contains one proton and two neutrons, whereas the nucleus of ...
() and a combination of phosphors. The U.S. M-1950 equipped with self-luminous lighting contains 120 mCi (millicuries) of tritium. The purpose of the tritium and phosphors is to provide illumination for the compass, via
radioluminescent Radioluminescence is the phenomenon by which light is produced in a material by bombardment with ionizing radiation such as alpha particles, beta particles, or gamma rays. Radioluminescence is used as a low level light source for night illumi ...
tritium illumination Tritium radioluminescence is the use of gaseous tritium, a radioactive isotope of hydrogen, to create visible light. Tritium emits electrons through beta decay and, when they interact with a phosphor material, light is emitted through the proces ...
, which does not require the compass to be "recharged" by sunlight or artificial light. However, tritium has a
half-life Half-life (symbol ) is the time required for a quantity (of substance) to reduce to half of its initial value. The term is commonly used in nuclear physics to describe how quickly unstable atoms undergo radioactive decay or how long stable at ...
of only about 12 years, so a compass that contains 120 mCi of tritium when new will contain only 60 when it is 12 years old, 30 when it is 24 years old, and so on. Consequently, the illumination of the display will fade. Mariners' compasses can have two or more magnets permanently attached to a compass card, which moves freely on a pivot. A ''lubber line'', which can be a marking on the compass bowl or a small fixed needle, indicates the ship's heading on the compass card. Traditionally the card is divided into thirty-two points (known as ''rhumbs''), although modern compasses are marked in degrees rather than cardinal points. The glass-covered box (or bowl) contains a suspended
gimbal A gimbal is a pivoted support that permits rotation of an object about an axis. A set of three gimbals, one mounted on the other with orthogonal pivot axes, may be used to allow an object mounted on the innermost gimbal to remain independent of ...
within a
binnacle A binnacle is a waist-high case or stand on the deck of a ship, generally mounted in front of the helmsman, in which navigational instruments are placed for easy and quick reference as well as to protect the delicate instruments. Its traditional ...
. This preserves the horizontal position.


Thumb compass

A thumb compass is a type of compass commonly used in
orienteering Orienteering is a group of sports that require navigational skills using a map and compass to navigate from point to point in diverse and usually unfamiliar terrain whilst moving at speed. Participants are given a topographical map, usually a s ...
, a sport in which map reading and terrain association are paramount. Consequently, most thumb compasses have minimal or no degree markings at all, and are normally used only to orient the map to magnetic north. An oversized rectangular needle or north indicator aids visibility. Thumb compasses are also often
transparent Transparency, transparence or transparent most often refer to: * Transparency (optics), the physical property of allowing the transmission of light through a material They may also refer to: Literal uses * Transparency (photography), a still, ...
so that an orienteer can hold a
map A map is a symbolic depiction emphasizing relationships between elements of some space, such as objects, regions, or themes. Many maps are static, fixed to paper or some other durable medium, while others are dynamic or interactive. Although ...
in the hand with the compass and see the map through the compass. The best models use rare-earth magnets to reduce needle settling time to 1 second or less.


Solid state compasses

Small compasses found in clocks,
mobile phone A mobile phone, cellular phone, cell phone, cellphone, handphone, hand phone or pocket phone, sometimes shortened to simply mobile, cell, or just phone, is a portable telephone that can make and receive calls over a radio frequency link whil ...
s, and other electronic devices are
solid-state Solid state, or solid matter, is one of the four fundamental states of matter. Solid state may also refer to: Electronics * Solid-state electronics, circuits built of solid materials * Solid state ionics, study of ionic conductors and their use ...
microelectromechanical systems (MEMS) compasses, usually built out of two or three
magnetic field sensors A magnetometer is a device that measures magnetic field or magnetic dipole moment. Different types of magnetometers measure the direction, strength, or relative change of a magnetic field at a particular location. A compass is one such device, on ...
that provide data for a microprocessor. Often, the device is a discrete component which outputs either a digital or analog signal proportional to its orientation. This signal is interpreted by a
controller Controller may refer to: Occupations * Controller or financial controller, or in government accounting comptroller, a senior accounting position * Controller, someone who performs agent handling in espionage * Air traffic controller, a person ...
or
microprocessor A microprocessor is a computer processor where the data processing logic and control is included on a single integrated circuit, or a small number of integrated circuits. The microprocessor contains the arithmetic, logic, and control circ ...
and either used internally, or sent to a display unit. The sensor uses highly calibrated internal electronics to measure the response of the device to the Earth's magnetic field.


Specialty compasses

Apart from navigational compasses, other specialty compasses have also been designed to accommodate specific uses. These include: *
Qibla compass A Qibla compass or qiblah compass (sometimes also called qibla/qiblah indicator or ''qiblanuma'') is a modified compass used by Muslims to indicate the direction to face to perform prayers. In Islam, this direction is called qibla, and points towa ...
, which is used by Muslims to show the direction to Mecca for prayers. * Optical or
prismatic compass A prismatic compass is a navigation and surveying instrument which is extensively used to find out the bearing of the traversing and included angles between them, waypoints (an endpoint of the lcourse) and direction. Compass surveying is a type ...
, most often used by surveyors, but also by cave explorers, foresters, and geologists. These compasses generally use a liquid-damped capsule and magnetized floating compass dial with an integral optical sight, often fitted with built-in photoluminescent or battery-powered illumination.
Johnson Johnson is a surname of Anglo-Norman origin meaning "Son of John". It is the second most common in the United States and 154th most common in the world. As a common family name in Scotland, Johnson is occasionally a variation of ''Johnston'', a ...
, pp. 113–114
Using the optical sight, such compasses can be read with extreme accuracy when taking bearings to an object, often to fractions of a degree. Most of these compasses are designed for heavy-duty use, with high-quality needles and jeweled bearings, and many are fitted for tripod mounting for additional accuracy. *
Trough compasses Trough may refer to: In science * Trough (geology), a long depression less steep than a trench * Trough (meteorology), an elongated region of low atmospheric pressure * Trough (physics), the lowest point on a wave * Trough level (medicine), the ...
, mounted in a rectangular box whose length was often several times its width, date back several centuries. They were used for land surveying, particularly with plane tables.


Limitations of the magnetic compass

The magnetic compass is very reliable at moderate latitudes, but in geographic regions near the Earth's magnetic poles it becomes unusable. As the compass is moved closer to one of the magnetic poles, the magnetic declination, the difference between the direction to geographical north and magnetic north, becomes greater and greater. At some point close to the magnetic pole the compass will not indicate any particular direction but will begin to drift. Also, the needle starts to point up or down when getting closer to the poles, because of the so-called
magnetic inclination Magnetic dip, dip angle, or magnetic inclination is the angle made with the horizontal by the Earth's magnetic field lines. This angle varies at different points on the Earth's surface. Positive values of inclination indicate that the magnetic fi ...
. Cheap compasses with bad bearings may get stuck because of this and therefore indicate a wrong direction. Magnetic compasses are influenced by any fields other than Earth's. Local environments may contain magnetic mineral deposits and artificial sources such as
MRI Magnetic resonance imaging (MRI) is a medical imaging technique used in radiology to form pictures of the anatomy and the physiological processes of the body. MRI scanners use strong magnetic fields, magnetic field gradients, and radio waves ...
s, large iron or steel bodies, electrical engines or strong permanent magnets. Any electrically conductive body produces its own magnetic field when it is carrying an electric current. Magnetic compasses are prone to errors in the neighborhood of such bodies. Some compasses include magnets which can be adjusted to compensate for external magnetic fields, making the compass more reliable and accurate. A compass is also subject to errors when the compass is accelerated or decelerated in an airplane or automobile. Depending on which of the Earth's hemispheres the compass is located and if the force is acceleration or deceleration the compass will increase or decrease the indicated heading. Compasses that include compensating magnets are especially prone to these errors, since accelerations tilt the needle, bringing it closer or further from the magnets. Another error of the mechanical compass is turning error. When one turns from a heading of east or west the compass will lag behind the turn or lead ahead of the turn. Magnetometers, and substitutes such as gyrocompasses, are more stable in such situations.


Construction of a magnetic compass


Magnetic needle

A magnetic rod is required when constructing a compass. This can be created by aligning an iron or steel rod with Earth's magnetic field and then tempering or striking it. However, this method produces only a weak magnet so other methods are preferred. For example, a magnetised rod can be created by repeatedly rubbing an iron rod with a magnetic
lodestone Lodestones are naturally magnetized pieces of the mineral magnetite. They are naturally occurring magnets, which can attract iron. The property of magnetism was first discovered in antiquity through lodestones. Pieces of lodestone, suspen ...
. This magnetised rod (or magnetic needle) is then placed on a low friction surface to allow it to freely pivot to align itself with the magnetic field. It is then labeled so the user can distinguish the north-pointing from the south-pointing end; in modern convention the north end is typically marked in some way.


Needle-and-bowl device

If a needle is rubbed on a
lodestone Lodestones are naturally magnetized pieces of the mineral magnetite. They are naturally occurring magnets, which can attract iron. The property of magnetism was first discovered in antiquity through lodestones. Pieces of lodestone, suspen ...
or other magnet, the needle becomes magnetized. When it is inserted in a cork or piece of wood, and placed in a bowl of water it becomes a compass. Such devices were universally used as compass until the invention of the box-like compass with a 'dry' pivoting needle sometime around 1300.


Points of the compass

Originally, many compasses were marked only as to the direction of magnetic north, or to the four cardinal points (north, south, east, west). Later, these were divided, in China into 24, and in Europe into 32 equally spaced points around the compass card. For a table of the thirty-two points, see
compass points The points of the compass are a set of horizontal, radially arrayed compass directions (or azimuths) used in navigation and cartography. A compass rose is primarily composed of four cardinal directions—north, east, south, and west—each sepa ...
. In the modern era, the 360-degree system took hold. This system is still in use today for civilian navigators. The degree system spaces 360 equidistant points located clockwise around the compass dial. In the 19th century some European nations adopted the " grad" (also called grade or gon) system instead, where a right angle is 100 grads to give a circle of 400 grads. Dividing grads into tenths to give a circle of 4000 decigrades has also been used in armies. Most military forces have adopted the French " millieme" system. This is an approximation of a milli-radian (6283 per circle), in which the compass dial is spaced into 6400 units or "mils" for additional precision when measuring angles, laying artillery, etc. The value to the military is that one
angular mil A milliradian ( SI-symbol mrad, sometimes also abbreviated mil) is an SI derived unit for angular measurement which is defined as a thousandth of a radian (0.001 radian). Milliradians are used in adjustment of firearm sights by adjusting t ...
subtends approximately one metre at a distance of one kilometer. Imperial Russia used a system derived by dividing the circumference of a circle into chords of the same length as the radius. Each of these was divided into 100 spaces, giving a circle of 600. The
Soviet Union The Soviet Union,. officially the Union of Soviet Socialist Republics. (USSR),. was a transcontinental country that spanned much of Eurasia from 1922 to 1991. A flagship communist state, it was nominally a federal union of fifteen national ...
divided these into tenths to give a circle of 6000 units, usually translated as "mils". This system was adopted by the former
Warsaw Pact The Warsaw Pact (WP) or Treaty of Warsaw, formally the Treaty of Friendship, Cooperation and Mutual Assistance, was a collective defense treaty signed in Warsaw, Poland, between the Soviet Union and seven other Eastern Bloc socialist republic ...
countries (e.g.
Soviet Union The Soviet Union,. officially the Union of Soviet Socialist Republics. (USSR),. was a transcontinental country that spanned much of Eurasia from 1922 to 1991. A flagship communist state, it was nominally a federal union of fifteen national ...
,
East Germany East Germany, officially the German Democratic Republic (GDR; german: Deutsche Demokratische Republik, , DDR, ), was a country that existed from its creation on 7 October 1949 until its dissolution on 3 October 1990. In these years the state ...
), often counterclockwise (see picture of wrist compass). This is still in use in Russia.


Compass balancing (magnetic dip)

Because the Earth's magnetic field's inclination and intensity vary at different latitudes, compasses are often balanced during manufacture so that the dial or needle will be level, eliminating needle drag which can give inaccurate readings. Most manufacturers balance their compass needles for one of five zones, ranging from zone 1, covering most of the
Northern Hemisphere The Northern Hemisphere is the half of Earth that is north of the Equator. For other planets in the Solar System, north is defined as being in the same celestial hemisphere relative to the invariable plane of the solar system as Earth's Nort ...
, to zone 5 covering
Australia Australia, officially the Commonwealth of Australia, is a Sovereign state, sovereign country comprising the mainland of the Australia (continent), Australian continent, the island of Tasmania, and numerous List of islands of Australia, sma ...
and the southern oceans. This individual zone balancing prevents excessive dipping of one end of the needle which can cause the compass card to stick and give false readings.Global compasses
MapWorld.
Some compasses feature a special needle balancing system that will accurately indicate magnetic north regardless of the particular magnetic zone. Other magnetic compasses have a small sliding counterweight installed on the needle itself. This sliding counterweight, called a 'rider', can be used for counterbalancing the needle against the dip caused by inclination if the compass is taken to a zone with a higher or lower dip.


Compass correction

Like any magnetic device, compasses are affected by nearby ferrous materials, as well as by strong local electromagnetic forces. Compasses used for wilderness land navigation should not be used in proximity to ferrous metal objects or electromagnetic fields (car electrical systems, automobile engines, steel pitons, etc.) as that can affect their accuracy.
Johnson Johnson is a surname of Anglo-Norman origin meaning "Son of John". It is the second most common in the United States and 154th most common in the world. As a common family name in Scotland, Johnson is occasionally a variation of ''Johnston'', a ...
, p. 122
Compasses are particularly difficult to use accurately in or near trucks, cars or other mechanized vehicles even when corrected for deviation by the use of built-in magnets or other devices. Large amounts of ferrous metal combined with the on-and-off electrical fields caused by the vehicle's ignition and charging systems generally result in significant compass errors. At sea, a ship's compass must also be corrected for errors, called deviation, caused by iron and steel in its structure and equipment. The ship is ''swung'', that is rotated about a fixed point while its heading is noted by alignment with fixed points on the shore. A compass deviation card is prepared so that the navigator can convert between compass and magnetic headings. The compass can be corrected in three ways. First the
lubber line A lubber line, also known as a lubber's line, is a fixed line on a compass binnacle or radar plan position indicator display pointing towards the front of the ship or aircraft and corresponding to the craft's centerline (being the customary direc ...
can be adjusted so that it is aligned with the direction in which the ship travels, then the effects of permanent magnets can be corrected for by small magnets fitted within the case of the compass. The effect of ferromagnetic materials in the compass's environment can be corrected by two iron balls mounted on either side of the compass binnacle in concert with permanent magnets and a Flinders bar. The coefficient a_0 represents the error in the lubber line, while a_1,b_1 the ferromagnetic effects and a_2,b_2 the non-ferromagnetic component. A similar process is used to calibrate the compass in light general aviation aircraft, with the compass deviation card often mounted permanently just above or below the magnetic compass on the instrument panel. Fluxgate electronic compasses can be calibrated automatically, and can also be programmed with the correct local compass variation so as to indicate the true heading.


Using a magnetic compass

A magnetic compass points to magnetic north pole, which is approximately 1,000 miles from the true geographic North Pole. A magnetic compass's user can determine true North by finding the magnetic north and then correcting for variation and deviation. Variation is defined as the angle between the direction of true (geographic) north and the direction of the
meridian Meridian or a meridian line (from Latin ''meridies'' via Old French ''meridiane'', meaning “midday”) may refer to Science * Meridian (astronomy), imaginary circle in a plane perpendicular to the planes of the celestial equator and horizon * ...
between the magnetic poles. Variation values for most of the oceans had been calculated and published by 1914.Wright, Monte (1972) ''Most Probable Position''. University Press of Kansas, Lawrence. p. 7 Deviation refers to the response of the compass to local magnetic fields caused by the presence of iron and electric currents; one can partly compensate for these by careful location of the compass and the placement of compensating magnets under the compass itself. Mariners have long known that these measures do not completely cancel deviation; hence, they performed an additional step by measuring the compass bearing of a landmark with a known magnetic bearing. They then pointed their ship to the next compass point and measured again, graphing their results. In this way, correction tables could be created, which would be consulted when compasses were used when traveling in those locations. Mariners are concerned about very accurate measurements; however, casual users need not be concerned with differences between magnetic and true North. Except in areas of extreme magnetic declination variance (20 degrees or more), this is enough to protect from walking in a substantially different direction than expected over short distances, provided the terrain is fairly flat and visibility is not impaired. By carefully recording distances (time or paces) and magnetic bearings traveled, one can plot a course and return to one's starting point using the compass alone.
Johnson Johnson is a surname of Anglo-Norman origin meaning "Son of John". It is the second most common in the United States and 154th most common in the world. As a common family name in Scotland, Johnson is occasionally a variation of ''Johnston'', a ...
, p. 149
Compass navigation in conjunction with a map (''terrain association'') requires a different method. To take a map bearing or ''true bearing'' (a bearing taken in reference to true, not magnetic north) to a destination with a
protractor compass A compass is a device that shows the cardinal directions used for navigation and geographic orientation. It commonly consists of a magnetized needle or other element, such as a compass card or compass rose, which can pivot to align itself with ...
, the edge of the compass is placed on the map so that it connects the current location with the desired destination (some sources recommend physically drawing a line). The orienting lines in the base of the compass dial are then rotated to align with actual or true north by aligning them with a marked line of longitude (or the vertical margin of the map), ignoring the compass needle entirely.
Johnson Johnson is a surname of Anglo-Norman origin meaning "Son of John". It is the second most common in the United States and 154th most common in the world. As a common family name in Scotland, Johnson is occasionally a variation of ''Johnston'', a ...
, pp. 134–135
The resulting ''true bearing'' or map bearing may then be read at the degree indicator or direction-of-travel (DOT) line, which may be followed as an ''
azimuth An azimuth (; from ar, اَلسُّمُوت, as-sumūt, the directions) is an angular measurement in a spherical coordinate system. More specifically, it is the horizontal angle from a cardinal direction, most commonly north. Mathematicall ...
'' (course) to the destination. If a ''magnetic'' north bearing or ''compass bearing'' is desired, the compass must be adjusted by the amount of magnetic declination before using the bearing so that both map and compass are in agreement. In the given example, the large mountain in the second photo was selected as the target destination on the map. Some compasses allow the scale to be adjusted to compensate for the local magnetic declination; if adjusted correctly, the compass will give the true bearing instead of the magnetic bearing. The modern hand-held
protractor compass A compass is a device that shows the cardinal directions used for navigation and geographic orientation. It commonly consists of a magnetized needle or other element, such as a compass card or compass rose, which can pivot to align itself with ...
always has an additional direction-of-travel (DOT) arrow or indicator inscribed on the baseplate. To check one's progress along a course or azimuth, or to ensure that the object in view is indeed the destination, a new compass reading may be taken to the target if visible (here, the large mountain). After pointing the DOT arrow on the baseplate at the target, the compass is oriented so that the needle is superimposed over the orienting arrow in the capsule. The resulting bearing indicated is the magnetic bearing to the target. Again, if one is using "true" or map bearings, and the compass does not have preset, pre-adjusted declination, one must additionally add or subtract
magnetic declination Magnetic declination, or magnetic variation, is the angle on the horizontal plane between magnetic north (the direction the north end of a magnetized compass needle points, corresponding to the direction of the Earth's magnetic field lines) an ...
to convert the ''magnetic bearing'' into a ''true bearing''. The exact value of the magnetic declination is place-dependent and varies over time, though declination is frequently given on the map itself or obtainable on-line from various sites. If the hiker has been following the correct path, the compass' corrected (true) indicated bearing should closely correspond to the true bearing previously obtained from the map. A compass should be laid down on a level surface so that the needle only rests or hangs on the bearing fused to the compass casing – if used at a tilt, the needle might touch the casing on the compass and not move freely, hence not pointing to the magnetic north accurately, giving a faulty reading. To see if the needle is well leveled, look closely at the needle, and tilt it slightly to see if the needle is swaying side to side freely and the needle is not contacting the casing of the compass. If the needle tilts to one direction, tilt the compass slightly and gently to the opposing direction until the compass needle is horizontal, lengthwise. Items to avoid around compasses are magnets of any kind and any electronics. Magnetic fields from electronics can easily disrupt the needle, preventing it from aligning with the Earth's magnetic fields, causing inaccurate readings. The Earth's natural magnetic forces are considerably weak, measuring at 0.5
gauss Johann Carl Friedrich Gauss (; german: Gauß ; la, Carolus Fridericus Gauss; 30 April 177723 February 1855) was a German mathematician and physicist who made significant contributions to many fields in mathematics and science. Sometimes refer ...
and magnetic fields from household electronics can easily exceed it, overpowering the compass needle. Exposure to strong magnets, or magnetic interference can sometimes cause the magnetic poles of the compass needle to differ or even reverse. Avoid iron rich deposits when using a compass, for example, certain rocks which contain magnetic minerals, like
Magnetite Magnetite is a mineral and one of the main iron ores, with the chemical formula Fe2+Fe3+2O4. It is one of the oxides of iron, and is ferrimagnetic; it is attracted to a magnet and can be magnetized to become a permanent magnet itself. With th ...
. This is often indicated by a rock with a surface which is dark and has a metallic luster, not all magnetic mineral bearing rocks have this indication. To see if a rock or an area is causing interference on a compass, get out of the area, and see if the needle on the compass moves. If it does, it means that the area or rock the compass was previously at is causing interference and should be avoided.


See also

*
Absolute bearing In navigation, bearing or azimuth is the horizontal angle between the direction of an object and north or another object. The angle value can be specified in various angular units, such as degrees, mils, or grad. More specifically: * Absol ...
*
Aircraft compass turns In aviation, aircraft compass turns are turns made in an aircraft using only a magnetic compass for guidance. Description A magnetic compass aboard an aircraft displays the current magnetic heading of the aircraft, ''i.e.,'' the aircraft's dire ...
* Astrocompass *
Binnacle A binnacle is a waist-high case or stand on the deck of a ship, generally mounted in front of the helmsman, in which navigational instruments are placed for easy and quick reference as well as to protect the delicate instruments. Its traditional ...
*
Boxing the compass The points of the compass are a set of horizontal, radially arrayed compass directions (or azimuths) used in navigation and cartography. A compass rose is primarily composed of four cardinal directions—north, east, south, and west—each ...
* Brunton compass *
Coordinate In geometry, a coordinate system is a system that uses one or more numbers, or coordinates, to uniquely determine the position of the points or other geometric elements on a manifold such as Euclidean space. The order of the coordinates is sign ...
s *
Direction determination Direction determination refers to the ways in which a cardinal direction or compass point can be determined in navigation and wayfinding. The most direct method is using a compass ( magnetic compass or gyrocompass), but indirect methods exist, based ...
* Earth inductor compass *
Fibre optic gyrocompass A fibre optic gyrocompass is a compass and instrument of navigation. It is sometimes part of a ship's set of compasses, which also include a conventional gyrocompass and a magnetic compass. The compass comprises a fibre optic gyroscope sensor, whi ...
*
Fluxgate compass The basic fluxgate compass is a simple electromagnetic device that employs two or more small coils of wire around a core of highly permeable magnetic material, to directly sense the direction of the horizontal component of the Earth's magnetic fie ...
*
Geological compass There are a number of different specialized magnetic compasses used by geologists to measure orientation of geological structures, as they map in the field, to analyze and document the geometry of bedding planes, joints, and/or metamorphic folia ...
*
Gyrocompass A gyrocompass is a type of non-magnetic compass which is based on a fast-spinning disc and the rotation of the Earth (or another planetary body if used elsewhere in the universe) to find geographical direction automatically. The use of a gyroc ...
*
Hand compass A hand compass (also hand bearing compass or sighting compass) is a compact magnetic compass capable of one-hand use and fitted with a sighting device to record a precise bearing or azimuth to a given target or to determine a location. Hand or ...
*
Inertial navigation system An inertial navigation system (INS) is a navigation device that uses motion sensors (accelerometers), rotation sensors ( gyroscopes) and a computer to continuously calculate by dead reckoning the position, the orientation, and the velocity (dire ...
*
Magnetic declination Magnetic declination, or magnetic variation, is the angle on the horizontal plane between magnetic north (the direction the north end of a magnetized compass needle points, corresponding to the direction of the Earth's magnetic field lines) an ...
*
Magnetic deviation Magnetic deviation is the error induced in a compass by ''local'' magnetic fields, which must be allowed for, along with magnetic declination, if accurate bearings are to be calculated. (More loosely, "magnetic deviation" is used by some to mean ...
*
Magnetic dip Magnetic dip, dip angle, or magnetic inclination is the angle made with the horizontal by the Earth's magnetic field lines. This angle varies at different points on the Earth's surface. Positive values of inclination indicate that the magnetic fi ...
* Magnetometer *
MEMS magnetic field sensor A MEMS magnetic field sensor is a small-scale microelectromechanical systems (MEMS) device for detecting and measuring magnetic fields (Magnetometer). Many of these operate by detecting effects of the Lorentz force: a change in voltage or resonant ...
* Marching line *
Pelorus (instrument) In marine navigation, a pelorus is a reference tool for maintaining bearing of a vessel at sea. It is a "simplified compass" without a directive element, suitably mounted and provided with vanes to permit observation of relative bearings. The i ...
*
Radio compass Direction finding (DF), or radio direction finding (RDF), isin accordance with International Telecommunication Union (ITU)defined as radio location that uses the reception of radio waves to determine the direction in which a radio station ...
* Radio direction finder *
Relative bearing In navigation, bearing or azimuth is the horizontal angle between the direction of an object and north or another object. The angle value can be specified in various angular units, such as degrees, mils, or grad. More specifically: * Absolut ...
*
Solar compass Burt's solar compass or astronomical compass is a surveying instrument that makes use of the Sun's direction instead of magnetism. William Austin Burt invented his solar compass in 1835. The solar compass works on the principle that the direct ...
*
South-pointing chariot The south-pointing chariot (or carriage) was an ancient Chinese two-wheeled vehicle that carried a movable pointer to indicate the south, no matter how the chariot turned. Usually, the pointer took the form of a doll or figure with an outstretch ...
* Wrist compass


Citations


Cited sources

* * *


Further reading

* Admiralty, Great Britain (1915) ''Admiralty manual of navigation, 1914'', Chapter XXV: "The Magnetic Compass (continued): the analysis and correction of the deviation", London : HMSO, 525 p. * Aczel, Amir D. (2001) ''The Riddle of the Compass: The Invention that Changed the World'', 1st Ed., New York : Harcourt, * * Gies, Frances and Gies, Joseph (1994) ''Cathedral, Forge, and Waterwheel: Technology and Invention in the Middle Age'', New York : HarperCollins, * Gubbins, David, ''Encyclopedia of Geomagnetism and Paleomagnetism'', Springer Press (2007), * Gurney, Alan (2004) ''Compass: A Story of Exploration and Innovation'', London : Norton, * * Ludwig, Karl-Heinz and Schmidtchen, Volker (1997) ''Metalle und Macht: 1000 bis 1600'', Propyläen Technikgeschichte, Berlin: Propyläen Verlag, * Ma, Huan (1997) ''Ying-yai sheng-lan'' he overall survey of the ocean's shores (1433) Feng, Ch'eng-chün (ed.) and Mills, J.V.G. (transl.), Bangkok : White Lotus Press, * Seidman, David, and Cleveland, Paul, ''The Essential Wilderness Navigator'', Ragged Mountain Press (2001), * * Williams, J.E.D. (1992) ''From Sails to Satellites: the origin and development of navigational science'', Oxford University Press, * Wright, Monte Duane (1972) ''Most Probable Position: A History of Aerial Navigation to 1941'', The University Press of Kansas, * Zhou, Daguan (2007) ''The customs of Cambodia'', translated into English from the French version by Paul Pelliot of Zhou's Chinese original by J. Gilman d'Arcy Paul, Phnom Penh : Indochina Books, prev publ. by Bangkok : Siam Society (1993),


External links


Handbook of Magnetic Compass Adjustment
* Paul J. Gans



Refers to compass correction by Fourier series. {{Authority control Chinese inventions Magnetic devices Navigational equipment Ancient inventions