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Monday, September 18, 2023

History of the telescope

From Wikipedia, the free encyclopedia
Early depiction of a "Dutch telescope" from 1624.

The history of the telescope can be traced to before the invention of the earliest known telescope, which appeared in 1608 in the Netherlands, when a patent was submitted by Hans Lippershey, an eyeglass maker. Although Lippershey did not receive his patent, news of the invention soon spread across Europe. The design of these early refracting telescopes consisted of a convex objective lens and a concave eyepiece. Galileo improved on this design the following year and applied it to astronomy. In 1611, Johannes Kepler described how a far more useful telescope could be made with a convex objective lens and a convex eyepiece lens. By 1655, astronomers such as Christiaan Huygens were building powerful but unwieldy Keplerian telescopes with compound eyepieces.

Isaac Newton is credited with building the first reflector in 1668 with a design that incorporated a small flat diagonal mirror to reflect the light to an eyepiece mounted on the side of the telescope. Laurent Cassegrain in 1672 described the design of a reflector with a small convex secondary mirror to reflect light through a central hole in the main mirror.

The achromatic lens, which greatly reduced color aberrations in objective lenses and allowed for shorter and more functional telescopes, first appeared in a 1733 telescope made by Chester Moore Hall, who did not publicize it. John Dollond learned of Hall's invention and began producing telescopes using it in commercial quantities, starting in 1758.

Important developments in reflecting telescopes were John Hadley's production of larger paraboloidal mirrors in 1721; the process of silvering glass mirrors introduced by Léon Foucault in 1857; and the adoption of long-lasting aluminized coatings on reflector mirrors in 1932. The Ritchey-Chretien variant of Cassegrain reflector was invented around 1910, but not widely adopted until after 1950; many modern telescopes including the Hubble Space Telescope use this design, which gives a wider field of view than a classic Cassegrain.

During the period 1850–1900, reflectors suffered from problems with speculum metal mirrors, and a considerable number of "Great Refractors" were built from 60 cm to 1 metre aperture, culminating in the Yerkes Observatory refractor in 1897; however, starting from the early 1900s a series of ever-larger reflectors with glass mirrors were built, including the Mount Wilson 60-inch (1.5 metre), the 100-inch (2.5 metre) Hooker Telescope (1917) and the 200-inch (5 metre) Hale telescope (1948); essentially all major research telescopes since 1900 have been reflectors. A number of 4-metre class (160 inch) telescopes were built on superior higher altitude sites including Hawaii and the Chilean desert in the 1975–1985 era. The development of the computer-controlled alt-azimuth mount in the 1970s and active optics in the 1980s enabled a new generation of even larger telescopes, starting with the 10-metre (400 inch) Keck telescopes in 1993/1996, and a number of 8-metre telescopes including the ESO Very Large Telescope, Gemini Observatory and Subaru Telescope.

The era of radio telescopes (along with radio astronomy) was born with Karl Guthe Jansky's serendipitous discovery of an astronomical radio source in 1931. Many types of telescopes were developed in the 20th century for a wide range of wavelengths from radio to gamma-rays. The development of space observatories after 1960 allowed access to several bands impossible to observe from the ground, including X-rays and longer wavelength infrared bands.

Optical telescopes

Optical foundations

Optical diagram showing light being refracted by a spherical glass container full of water, from Roger Bacon, De multiplicatione specierum

Objects resembling lenses date back 4000 years although it is unknown if they were used for their optical properties or just as decoration. Greek accounts of the optical properties of water-filled spheres (5th century BC) were followed by many centuries of writings on optics, including Ptolemy (2nd century) in his Optics, who wrote about the properties of light including reflection, refraction, and color, followed by Ibn Sahl (10th century) and Ibn Al-Haytham (11th century).

Actual use of lenses dates back to the widespread manufacture and use of eyeglasses in Northern Italy beginning in the late 13th century. The invention of the use of concave lenses to correct near-sightedness is ascribed to Nicholas of Cusa in 1451.

Invention

Notes on Hans Lippershey's unsuccessful telescope patent in 1608

The first record of a telescope comes from the Netherlands in 1608. It is in a patent filed by Middelburg spectacle-maker Hans Lippershey with the States General of the Netherlands on 2 October 1608 for his instrument "for seeing things far away as if they were nearby". A few weeks later another Dutch instrument-maker, Jacob Metius also applied for a patent. The States General did not award a patent since the knowledge of the device already seemed to be ubiquitous but the Dutch government awarded Lippershey with a contract for copies of his design.

The original Dutch telescopes were composed of a convex and a concave lens—telescopes that are constructed this way do not invert the image. Lippershey's original design had only 3x magnification. Telescopes seem to have been made in the Netherlands in considerable numbers soon after this date of "invention", and rapidly found their way all over Europe.

Claims of prior invention

Reproduction of one of the four optical devices that Zacharias Snijder in 1841 claimed were early telescopes built by Zacharias Janssen. Its actual function and creator has been disputed over the years.

In 1655 Dutch diplomat William de Boreel tried to solve the mystery of who invented the telescope. He had a local magistrate in Middelburg follow up on Boreel's childhood and early adult recollections of a spectacle maker named "Hans" whom he remembered as the inventor of the telescope. The magistrate was contacted by a then unknown claimant, Middelburg spectacle maker Johannes Zachariassen, who testified that his father, Zacharias Janssen invented the telescope and the microscope as early as 1590. This testimony seemed convincing to Boreel, who now recollected that Zacharias and his father, Hans Martens, must have been whom he remembered. Boreel's conclusion that Zacharias Janssen invented the telescope a little ahead of another spectacle maker, Hans Lippershey, was adopted by Pierre Borel in his 1656 book De vero telescopii inventore. Discrepancies in Boreel's investigation and Zachariassen's testimony (including Zachariassen misrepresenting his date of birth and role in the invention) has led some historians to consider this claim dubious. The "Janssen" claim would continue over the years and be added on to with Zacharias Snijder in 1841 presenting 4 iron tubes with lenses in them claimed to be 1590 examples of Janssen's telescope and historian Cornelis de Waard's 1906 claim that the man who tried to sell a broken telescope to astronomer Simon Marius at the 1608 Frankfurt Book Fair must have been Janssen.

In 1682, the minutes of the Royal Society in London Robert Hooke noted Thomas Digges' 1571 Pantometria, (a book on measurement, partially based on his father Leonard Digges' notes and observations) seemed to support an English claim to the invention of the telescope, describing Leonard as having a fare seeing glass in the mid 1500s based on an idea by Roger Bacon. Thomas described it as "by proportional Glasses duly situate in convenient angles, not only discovered things far off, read letters, numbered pieces of money with the very coin and superscription thereof, cast by some of his friends of purpose upon downs in open fields, but also seven miles off declared what hath been done at that instant in private places." Comments on the use of proportional or "perspective glass" are also made in the writings of John Dee (1575) and William Bourne (1585). Bourne was asked in 1580 to investigate the Diggs device by Queen Elizabeth I's chief advisor Lord Burghley. Bourne's is the best description of it, and from his writing it seemed to consist of peering into a large curved mirror that reflected the image produced by a large lens. The idea of an "Elizabethan Telescope" has been expanded over the years, including astronomer and historian Colin Ronan concluding in the 1990s that this reflecting/refracting telescope was built by Leonard Digges between 1540 and 1559. This "backwards" reflecting telescope would have been unwieldy, it needed very large mirrors and lens to work, the observer had to stand backwards to look at an upside down view, and Bourne noted it had a very narrow field of view making it unsuitable for military purposes. The optical performance required to see the details of coins lying about in fields, or private activities seven miles away, seems to be far beyond the technology of the time and it could be the "perspective glass" being described was a far simpler idea, originating with Bacon, of using a single lens held in front of the eye to magnify a distant view.

A 1959 research paper by Simon de Guilleuma claimed that evidence he had uncovered pointed to the French born spectacle maker Juan Roget (died before 1624) as another possible builder of an early telescope that predated Hans Lippershey's patent application.

Leonardo da Vinci's purported "telescope", with the described eyepiece-lens drawn in.

In 2022 Italian Professor of Physics Alessandro Bettini published a paper on whether Leonardo da Vinci could have invent a telescope. Building on 1939 observations by Domenico Argentieri of what look like lenses arranged like a telescope in da Vinci drawings, Bettini superimposed Argentieri's lens arrangement on an adjacent drawing of diverging rays, coming up with an arrangement that also looked like a telescope. Bettini also noted the writings of Italian scholar and professor Girolamo Fracastoro in 1538 about combining lenses in eyeglasses to make the "moon or at another star" "so near that they would appear not higher than the towers".

Spread of the invention

Lippershey's application for a patent was mentioned at the end of a diplomatic report on an embassy to Holland from the Kingdom of Siam sent by the Siamese king Ekathotsarot: Ambassades du Roy de Siam envoyé à l'Excellence du Prince Maurice, arrivé à La Haye le 10 Septemb. 1608 (Embassy of the King of Siam sent to his Excellency Prince Maurice, arrived at The Hague on 10 September 1608). This report was issued in October 1608 and distributed across Europe, leading to experiments by other scientists, such as the Italian Paolo Sarpi, who received the report in November, and the English mathematician and astronomer Thomas Harriot, who used a six-powered telescope by the summer of 1609 to observe features on the moon.

19th-century painting depicting Galileo Galilei displaying his telescope to Leonardo Donato in 1609.

The Italian polymath Galileo Galilei was in Venice in June 1609 and there heard of the "Dutch perspective glass", a military spyglass, by means of which distant objects appeared nearer and larger. Galileo states that he solved the problem of the construction of a telescope the first night after his return to Padua from Venice and made his first telescope the next day by using a convex objective lens in one extremity of a leaden tube and a concave eyepiece lens in the other end, an arrangement that came to be called a Galilean telescope. A few days afterwards, having succeeded in making a better telescope than the first, he took it to Venice where he communicated the details of his invention to the public and presented the instrument itself to the doge Leonardo Donato, who was sitting in full council. The senate in return settled him for life in his lectureship at Padua and doubled his salary.

In 1610 Galileo Galilei observed with his telescope that Venus showed phases, despite remaining near the Sun in Earth's sky (first image). This proved that it orbits the Sun and not Earth, as predicted by Copernicus's heliocentric model and disproved the then conventional geocentric model (second image).

Galileo set himself to improving the telescope, producing telescopes of increased power. His first telescope had a 3x magnification, but he soon made instruments which magnified 8x and finally, one nearly a meter long with a 37mm objective (which he would stop down to 16mm or 12mm) and a 23x magnification. With this last instrument he began a series of astronomical observations in October or November 1609, observing the satellites of Jupiter, hills and valleys on the Moon, the phases of Venus and spots on the sun (using the projection method rather than direct observation). Galileo noted that the revolution of the satellites of Jupiter, the phases of Venus, rotation of the Sun and the tilted path its spots followed for part of the year pointed to the validity of the sun-centered Copernican system over other Earth-centered systems such as the one proposed by Ptolemy.

Galileo's instrument was the first to be given the name "telescope". The name was invented by the Greek poet/theologian Giovanni Demisiani at a banquet held on April 14, 1611 by Prince Federico Cesi to make Galileo Galilei a member of the Accademia dei Lincei. The word was created from the Greek tele = 'far' and skopein = 'to look or see'; teleskopos = 'far-seeing'.

By 1626 knowledge of the telescope had spread to China when German Jesuit and astronomer Johann Adam Schall von Bell published Yuan jing shuo, (遠鏡說, Explanation of the Telescope) in Chinese and Latin.

Further refinements

Refracting telescopes

Johannes Kepler first explained the theory and some of the practical advantages of a telescope constructed of two convex lenses in his Catoptrics (1611). The first person who actually constructed a telescope of this form was the Jesuit Christoph Scheiner who gives a description of it in his Rosa Ursina (1630).

William Gascoigne was the first who commanded a chief advantage of the form of telescope suggested by Kepler: that a small material object could be placed at the common focal plane of the objective and the eyepiece. This led to his invention of the micrometer, and his application of telescopic sights to precision astronomical instruments. It was not until about the middle of the 17th century that Kepler's telescope came into general use: not so much because of the advantages pointed out by Gascoigne, but because its field of view was much larger than in the Galilean telescope.

The first powerful telescopes of Keplerian construction were made by Christiaan Huygens after much labor—in which his brother assisted him. With one of these: an objective diameter of 2.24 inches (57 mm) and a 12 ft (3.7 m) focal length, he discovered the brightest of Saturn's satellites (Titan) in 1655; in 1659, he published his "Systema Saturnium" which, for the first time, gave a true explanation of Saturn's ring—founded on observations made with the same instrument.

Long focal length refractors
Engraved illustration of a 45 m (148 ft) focal length Keplerian astronomical refracting telescope built by Johannes Hevelius. From his book, "Machina coelestis" (first part), published in 1673.

The sharpness of the image in Kepler's telescope was limited by the chromatic aberration introduced by the non-uniform refractive properties of the objective lens. The only way to overcome this limitation at high magnifying powers was to create objectives with very long focal lengths. Giovanni Cassini discovered Saturn's fifth satellite (Rhea) in 1672 with a telescope 35 feet (11 m) long. Astronomers such as Johannes Hevelius were constructing telescopes with focal lengths as long as 150 feet (46 m). Besides having really long tubes these telescopes needed scaffolding or long masts and cranes to hold them up. Their value as research tools was minimal since the telescope's frame "tube" flexed and vibrated in the slightest breeze and sometimes collapsed altogether.

Aerial telescopes

In some of the very long refracting telescopes constructed after 1675, no tube was employed at all. The objective was mounted on a swiveling ball-joint on top of a pole, tree, or any available tall structure and aimed by means of string or connecting rod. The eyepiece was handheld or mounted on a stand at the focus, and the image was found by trial and error. These were consequently termed aerial telescopes. and have been attributed to Christiaan Huygens and his brother Constantijn Huygens, Jr. although it is not clear that they invented it. Christiaan Huygens and his brother made objectives up to 8.5 inches (220 mm) diameter and 210 ft (64 m) focal length and others such as Adrien Auzout made telescopes with focal lengths up to 600 ft (180 m). Telescopes of such great length were naturally difficult to use and must have taxed to the utmost the skill and patience of the observers. Aerial telescopes were employed by several other astronomers. Cassini discovered Saturn's third and fourth satellites in 1684 with aerial telescope objectives made by Giuseppe Campani that were 100 and 136 ft (30 and 41 m) in focal length.

Reflecting telescopes

The ability of a curved mirror to form an image may have been known since the time of Euclid and had been extensively studied by Alhazen in the 11th century. Galileo, Giovanni Francesco Sagredo, and others, spurred on by their knowledge that curved mirrors had similar properties to lenses, discussed the idea of building a telescope using a mirror as the image forming objective. Niccolò Zucchi, an Italian Jesuit astronomer and physicist, wrote in his book Optica philosophia of 1652 that he tried replacing the lens of a refracting telescope with a bronze concave mirror in 1616. Zucchi tried looking into the mirror with a hand held concave lens but did not get a satisfactory image, possibly due to the poor quality of the mirror, the angle it was tilted at, or the fact that his head partially obstructed the image.

Light path in a Gregorian telescope.

In 1636 Marin Mersenne proposed a telescope consisting of a paraboloidal primary mirror and a paraboloidal secondary mirror bouncing the image through a hole in the primary, solving the problem of viewing the image. James Gregory went into further detail in his book Optica Promota (1663), pointing out that a reflecting telescope with a mirror that was shaped like the part of a conic section, would correct spherical aberration as well as the chromatic aberration seen in refractors. The design he came up with bears his name: the "Gregorian telescope"; but according to his own confession, Gregory had no practical skill and he could find no optician capable of realizing his ideas and after some fruitless attempts, was obliged to abandon all hope of bringing his telescope into practical use.

Light path in a Newtonian telescope.
A replica of Newton's second reflecting telescope which was presented to the Royal Society in 1672.

In 1666 Isaac Newton, based on his theories of refraction and color, perceived that the faults of the refracting telescope were due more to a lens's varying refraction of light of different colors than to a lens's imperfect shape. He concluded that light could not be refracted through a lens without causing chromatic aberrations, although he incorrectly concluded from some rough experiments that all refracting substances would diverge the prismatic colors in a constant proportion to their mean refraction. From these experiments Newton concluded that no improvement could be made in the refracting telescope. Newton's experiments with mirrors showed that they did not suffer from the chromatic errors of lenses, for all colors of light the angle of incidence reflected in a mirror was equal to the angle of reflection, so as a proof to his theories Newton set out to build a reflecting telescope. Newton completed his first telescope in 1668 and it is the earliest known functional reflecting telescope. After much experiment, he chose an alloy (speculum metal) of tin and copper as the most suitable material for his objective mirror. He later devised means for grinding and polishing them, but chose a spherical shape for his mirror instead of a parabola to simplify construction. He added to his reflector what is the hallmark of the design of a "Newtonian telescope", a secondary "diagonal" mirror near the primary mirror's focus to reflect the image at 90° angle to an eyepiece mounted on the side of the telescope. This unique addition allowed the image to be viewed with minimal obstruction of the objective mirror. He also made all the tube, mount, and fittings. Newton's first compact reflecting telescope had a mirror diameter of 1.3 inches and a focal ratio of f/5. With it he found that he could see the four Galilean moons of Jupiter and the crescent phase of the planet Venus. Encouraged by this success, he made a second telescope with a magnifying power of 38x which he presented to the Royal Society of London in December 1671. This type of telescope is still called a Newtonian telescope.

Light path in a Cassegrain telescope.

A third form of reflecting telescope, the "Cassegrain reflector" was devised in 1672 by Laurent Cassegrain. The telescope had a small convex hyperboloidal secondary mirror placed near the prime focus to reflect light through a central hole in the main mirror.

No further practical advance appears to have been made in the design or construction of the reflecting telescopes for another 50 years until John Hadley (best known as the inventor of the octant) developed ways to make precision aspheric and parabolic speculum metal mirrors. In 1721 he showed the first parabolic Newtonian reflector to the Royal Society. It had a 6-inch (15 cm) diameter, 62+34-inch (159 cm) focal length speculum metal objective mirror. The instrument was examined by James Pound and James Bradley. After remarking that Newton's telescope had lain neglected for fifty years, they stated that Hadley had sufficiently shown that the invention did not consist in bare theory. They compared its performance with that of a 7.5 inches (190 mm) diameter aerial telescope originally presented to the Royal Society by Constantijn Huygens, Jr. and found that Hadley's reflector, "will bear such a charge as to make it magnify the object as many times as the latter with its due charge", and that it represents objects as distinct, though not altogether so clear and bright.

Bradley and Samuel Molyneux, having been instructed by Hadley in his methods of polishing speculum metal, succeeded in producing large reflecting telescopes of their own, one of which had a focal length of 8 ft (2.4 m). These methods of fabricating mirrors were passed on by Molyneux to two London opticians —Scarlet and Hearn— who started a business manufacturing telescopes.

The British mathematician, optician James Short began experimenting with building telescopes based on Gregory's designs in the 1730s. He first tried making his mirrors out of glass as suggested by Gregory, but he later switched to speculum metal mirrors creating Gregorian telescopes with original designers parabolic and elliptic figures. Short then adopted telescope-making as his profession which he practised first in Edinburgh, and afterward in London. All Short's telescopes were of the Gregorian form. Short died in London in 1768, having made a considerable fortune selling telescopes.

Since speculum metal mirror secondaries or diagonal mirrors greatly reduced the light that reached the eyepiece, several reflecting telescope designers tried to do away with them. In 1762 Mikhail Lomonosov presented a reflecting telescope before the Russian Academy of Sciences forum. It had its primary mirror tilted at four degrees to telescope's axis so the image could be viewed via an eyepiece mounted at the front of the telescope tube without the observer's head blocking the incoming light. This innovation was not published until 1827, so this type came to be called the Herschelian telescope after a similar design by William Herschel.

William Herschel's 49-inch (1,200 mm) "40-foot" telescope of 1789. Illustration from Encyclopædia Britannica Third Edition published in 1797.

About the year 1774 William Herschel (then a teacher of music in Bath, England) began to occupy his leisure hours with the construction of reflector telescope mirrors, finally devoted himself entirely to their construction and use in astronomical research. In 1778, he selected a 6+14-inch (16 cm) reflector mirror (the best of some 400 telescope mirrors which he had made) and with it, built a 7-foot (2.1 m) focal length telescope. Using this telescope, he made his early brilliant astronomical discoveries. In 1783, Herschel completed a reflector of approximately 18 inches (46 cm) in diameter and 20 ft (6.1 m) focal length. He observed the heavens with this telescope for some twenty years, replacing the mirror several times. In 1789 Herschel finished building his largest reflecting telescope with a mirror of 49 inches (120 cm) and a focal length of 40 ft (12 m), (commonly known as his 40-foot telescope) at his new home, at Observatory House in Slough, England. To cut down on the light loss from the poor reflectivity of the speculum mirrors of that day, Herschel eliminated the small diagonal mirror from his design and tilted his primary mirror so he could view the formed image directly. This design has come to be called the Herschelian telescope. He discovered Saturn's sixth known moon, Enceladus, the first night he used it (August 28, 1789), and on September 17, its seventh known moon, Mimas. This telescope was world's largest telescope for over 50 years. However, this large scope was difficult to handle and thus less used than his favorite 18.7-inch reflector.

In 1845 William Parsons, 3rd Earl of Rosse built his 72-inch (180 cm) Newtonian reflector called the "Leviathan of Parsonstown" with which he discovered the spiral form of galaxies.

All of these larger reflectors suffered from the poor reflectivity and fast tarnishing nature of their speculum metal mirrors. This meant they need more than one mirror per telescope since mirrors had to be frequently removed and re-polished. This was time-consuming since the polishing process could change the curve of the mirror, so it usually had to be "re-figured" to the correct shape.

Achromatic refracting telescopes

Light path through an achromatic lens.

From the time of the invention of the first refracting telescopes it was generally supposed that chromatic errors seen in lenses simply arose from errors in the spherical figure of their surfaces. Opticians tried to construct lenses of varying forms of curvature to correct these errors. Isaac Newton discovered in 1666 that chromatic colors actually arose from the un-even refraction of light as it passed through the glass medium. This led opticians to experiment with lenses constructed of more than one type of glass in an attempt to canceling the errors produced by each type of glass. It was hoped that this would create an "achromatic lens"; a lens that would focus all colors to a single point, and produce instruments of much shorter focal length.

The first person who succeeded in making a practical achromatic refracting telescope was Chester Moore Hall from Essex, England. He argued that the different humours of the human eye refract rays of light to produce an image on the retina which is free from color, and he reasonably argued that it might be possible to produce a like result by combining lenses composed of different refracting media. After devoting some time to the inquiry he found that by combining two lenses formed of different kinds of glass, he could make an achromatic lens where the effects of the unequal refractions of two colors of light (red and blue) was corrected. In 1733, he succeeded in constructing telescope lenses which exhibited much reduced chromatic aberration. One of his instruments had an objective measuring 2+12 inches (6.4 cm) with a relatively short focal length of 20 inches (51 cm).

Hall was a man of independent means and seems to have been careless of fame; at least he took no trouble to communicate his invention to the world. At a trial in Westminster Hall about the patent rights granted to John Dollond (Watkin v. Dollond), Hall was admitted to be the first inventor of the achromatic telescope. However, it was ruled by Lord Mansfield that "it was not the person who locked his invention in his scrutoire who ought to profit for such invention, but the one who brought it forth for the benefit of mankind."

In 1747, Leonhard Euler sent to the Prussian Academy of Sciences a paper in which he tried to prove the possibility of correcting both the chromatic and the spherical aberration of a lens. Like Gregory and Hall, he argued that since the various humours of the human eye were so combined as to produce a perfect image, it should be possible by suitable combinations of lenses of different refracting media to construct a perfect telescope objective. Adopting a hypothetical law of the dispersion of differently colored rays of light, he proved analytically the possibility of constructing an achromatic objective composed of lenses of glass and water.

All of Euler's efforts to produce an actual objective of this construction were fruitless—a failure which he attributed solely to the difficulty of procuring lenses that worked precisely to the requisite curves. John Dollond agreed with the accuracy of Euler's analysis, but disputed his hypothesis on the grounds that it was purely a theoretical assumption: that the theory was opposed to the results of Newton's experiments on the refraction of light, and that it was impossible to determine a physical law from analytical reasoning alone.

In 1754, Euler sent to the Berlin Academy a further paper in which starting from the hypothesis that light consists of vibrations excited in an elastic fluid by luminous bodies—and that the difference of color of light is due to the greater or lesser frequency of these vibrations in a given time— he deduced his previous results. He did not doubt the accuracy of Newton's experiments quoted by Dollond.

Dollond did not reply to this, but soon afterwards he received an abstract of a paper by the Swedish mathematician and astronomer, Samuel Klingenstierna, which led him to doubt the accuracy of the results deduced by Newton on the dispersion of refracted light. Klingenstierna showed from purely geometrical considerations (fully appreciated by Dollond) that the results of Newton's experiments could not be brought into harmony with other universally accepted facts of refraction.

Dollond telescope.

As a practical man, Dollond at once put his doubts to the test of experiment: he confirmed the conclusions of Klingenstierna, discovered a difference far beyond his hopes in the refractive qualities of different kinds of glass with respect to the divergence of colors, and was thus rapidly led to the construction of lenses in which first the chromatic aberration—and afterwards—the spherical aberration were corrected.Phil. Trans., 1758, p. 733

Dollond was aware of the conditions necessary for the attainment of achromatism in refracting telescopes, but relied on the accuracy of experiments made by Newton. His writings show that with the exception of his bravado, he would have arrived sooner at a discovery for which his mind was fully prepared. Dollond's paper recounts the successive steps by which he arrived at his discovery independently of Hall's earlier invention—and the logical processes by which these steps were suggested to his mind.

In 1765 Peter Dollond (son of John Dollond) introduced the triple objective, which consisted of a combination of two convex lenses of crown glass with a concave flint lens between them. He made many telescopes of this kind.

The difficulty of procuring disks of glass (especially of flint glass) of suitable purity and homogeneity limited the diameter and light gathering power of the lenses found in the achromatic telescope. It was in vain that the French Academy of Sciences offered prizes for large perfect disks of optical flint glass.

The difficulties with the impractical metal mirrors of reflecting telescopes led to the construction of large refracting telescopes. By 1866 refracting telescopes had reached 18 inches (46 cm) in aperture with many larger "Great refractors" being built in the mid to late 19th century. In 1897, the refractor reached its maximum practical limit in a research telescope with the construction of the Yerkes Observatorys' 40-inch (100 cm) refractor (although a larger refractor Great Paris Exhibition Telescope of 1900 with an objective of 49.2 inches (1.25 m) diameter was temporarily exhibited at the Paris 1900 Exposition). No larger refractors could be built because of gravity's effect on the lens. Since a lens can only be held in place by its edge, the center of a large lens will sag due to gravity, distorting the image it produces.

Large reflecting telescopes

The 200-inch (5.1 m) Hale telescope at Mount Palomar

In 1856–57, Karl August von Steinheil and Léon Foucault introduced a process of depositing a layer of silver on glass telescope mirrors. The silver layer was not only much more reflective and longer lasting than the finish on speculum mirrors, it had the advantage of being able to be removed and re-deposited without changing the shape of the glass substrate. Towards the end of the 19th century very large silver on glass mirror reflecting telescopes were built.

The beginning of the 20th century saw construction of the first of the "modern" large research reflectors, designed for precision photographic imaging and located at remote high altitude clear sky locations such as the 60-inch Hale telescope of 1908, and the 100-inch (2.5 m) Hooker telescope in 1917, both located at Mount Wilson Observatory. These and other telescopes of this size had to have provisions to allow for the removal of their main mirrors for re-silvering every few months. John Donavan Strong, a young physicist at the California Institute of Technology, developed a technique for coating a mirror with a much longer lasting aluminum coating using thermal vacuum evaporation. In 1932, he became the first person to "aluminize" a mirror; three years later the 60-inch (1,500 mm) and 100-inch (2,500 mm) telescopes became the first large astronomical telescopes to have their mirrors aluminized. 1948 saw the completion of the 200-inch (510 cm) Hale reflector at Mount Palomar which was the largest telescope in the world up until the completion of the massive 605 cm (238 in) BTA-6 in Russia twenty-seven years later. The Hale reflector introduced several technical innovations used in future telescopes, including hydrostatic bearings for very low friction, the Serrurier truss for equal deflections of the two mirrors as the tube sags under gravity, and the use of Pyrex low-expansion glass for the mirrors. The arrival of substantially larger telescopes had to await the introduction of methods other than the rigidity of glass to maintain the proper shape of the mirror.

Active and adaptive optics

The 1980s saw the introduction of two new technologies for building larger telescopes and improving image quality, known as active optics and adaptive optics. In active optics, an image analyser senses the aberrations of a star image a few times per minute, and a computer adjusts many support forces on the primary mirror and the location of the secondary mirror to maintain the optics in optimal shape and alignment. This is too slow to correct for atmospheric blurring effects, but enables the use of thin single mirrors up to 8 m diameter, or even larger segmented mirrors. This method was pioneered by the ESO New Technology Telescope in the late 1980s.

The 1990s saw a new generation of giant telescopes appear using active optics, beginning with the construction of the first of the two 10 m (390 in) Keck telescopes in 1993. Other giant telescopes built since then include: the two Gemini telescopes, the four separate telescopes of the Very Large Telescope, and the Large Binocular Telescope.

ESO's VLT boasts advanced adaptive optics systems, which counteract the blurring effects of the Earth's atmosphere.

Adaptive optics uses a similar principle, but applying corrections several hundred times per second to compensate the effects of rapidly changing optical distortion due to the motion of turbulence in the Earth's atmosphere. Adaptive optics works by measuring the distortions in a wavefront and then compensating for them by rapid changes of actuators applied to a small deformable mirror or with a liquid crystal array filter. AO was first envisioned by Horace W. Babcock in 1953, but did not come into common usage in astronomical telescopes until advances in computer and detector technology during the 1990s made it possible to calculate the compensation needed in real time. In adaptive optics, the high-speed corrections needed mean that a fairly bright star is needed very close to the target of interest (or an artificial star is created by a laser). Also, with a single star or laser the corrections are only effective over a very narrow field (tens of arcsec), and current systems operating on several 8-10m telescopes work mainly in near-infrared wavelengths for single-object observations.

Developments of adaptive optics include systems with multiple lasers over a wider corrected field, and/or working above kiloHertz rates for good correction at visible wavelengths; these are currently in progress but not yet in routine operation as of 2015.

Other wavelengths

The twentieth century saw the construction of telescopes which could produce images using wavelengths other than visible light starting in 1931 when Karl Jansky discovered astronomical objects gave off radio emissions; this prompted a new era of observational astronomy after World War II, with telescopes being developed for other parts of the electromagnetic spectrum from radio to gamma-rays.

Radio telescopes

The 250-foot (76 m) Lovell radio telescope at Jodrell Bank Observatory.

Radio astronomy began in 1931 when Karl Jansky discovered that the Milky Way was a source of radio emission while doing research on terrestrial static with a direction antenna. Building on Jansky's work, Grote Reber built a more sophisticated purpose-built radio telescope in 1937, with a 31.4-foot (9.6 m) dish; using this, he discovered various unexplained radio sources in the sky. Interest in radio astronomy grew after the Second World War when much larger dishes were built including: the 250-foot (76 m) Jodrell bank telescope (1957), the 300-foot (91 m) Green Bank Telescope (1962), and the 100-metre (330 ft) Effelsberg telescope (1971). The huge 1,000-foot (300 m) Arecibo telescope (1963) was so large that it was fixed into a natural depression in the ground; the central antenna could be steered to allow the telescope to study objects up to twenty degrees from the zenith. However, not every radio telescope is of the dish type. For example, the Mills Cross Telescope (1954) was an early example of an array which used two perpendicular lines of antennae 1,500 feet (460 m) in length to survey the sky.

High-energy radio waves are known as microwaves and this has been an important area of astronomy ever since the discovery of the cosmic microwave background radiation in 1964. Many ground-based radio telescopes can study microwaves. Short wavelength microwaves are best studied from space because water vapor (even at high altitudes) strongly weakens the signal. The Cosmic Background Explorer (1989) revolutionized the study of the microwave background radiation.

Because radio telescopes have low resolution, they were the first instruments to use interferometry allowing two or more widely separated instruments to simultaneously observe the same source. Very long baseline interferometry extended the technique over thousands of kilometers and allowed resolutions down to a few milli-arcseconds.

A telescope like the Large Millimeter Telescope (active since 2006) observes from 0.85 to 4 mm (850 to 4,000 μm), bridging between the far-infrared/submillimeter telescopes and longer wavelength radio telescopes including the microwave band from about 1 mm (1,000 μm) to 1,000 mm (1.0 m) in wavelength.

Infrared telescopes (700 nm/ 0.7 µm – 1000 µm/1 mm)

Although most infrared radiation is absorbed by the atmosphere, infrared astronomy at certain wavelengths can be conducted on high mountains where there is little absorption by atmospheric water vapor. Ever since suitable detectors became available, most optical telescopes at high-altitudes have been able to image at infrared wavelengths. Some telescopes such as the 3.8-metre (150 in) UKIRT, and the 3-metre (120 in) IRTF — both on Mauna Kea — are dedicated infrared telescopes. The launch of the IRAS satellite in 1983 revolutionized infrared astronomy from space. This reflecting telescope which had a 60-centimetre (24 in) mirror, operated for nine months until its supply of coolant (liquid helium) ran out. It surveyed the entire sky detecting 245,000 infrared sources—more than 100 times the number previously known.

Ultra-violet telescopes (10 nm – 400 nm)

Although optical telescopes can image the near ultraviolet, the ozone layer in the stratosphere absorbs ultraviolet radiation shorter than 300 nm so most ultra-violet astronomy is conducted with satellites. Ultraviolet telescopes resemble optical telescopes, but conventional aluminium-coated mirrors cannot be used and alternative coatings such as magnesium fluoride or lithium fluoride are used instead. The Orbiting Solar Observatory satellite carried out observations in the ultra-violet as early as 1962. The International Ultraviolet Explorer (1978) systematically surveyed the sky for eighteen years, using a 45-centimetre (18 in) aperture telescope with two spectroscopes. Extreme-ultraviolet astronomy (10–100 nm) is a discipline in its own right and involves many of the techniques of X-ray astronomy; the Extreme Ultraviolet Explorer (1992) was a satellite operating at these wavelengths.

X-ray telescopes (0.01 nm – 10 nm)

X-rays from space do not reach the Earth's surface so X-ray astronomy has to be conducted above the Earth's atmosphere. The first X-ray experiments were conducted on sub-orbital rocket flights which enabled the first detection of X-rays from the Sun (1948) and the first galactic X-ray sources: Scorpius X-1 (June 1962) and the Crab Nebula (October 1962). Since then, X-ray telescopes (Wolter telescopes) have been built using nested grazing-incidence mirrors which deflect X-rays to a detector. Some of the OAO satellites conducted X-ray astronomy in the late 1960s, but the first dedicated X-ray satellite was the Uhuru (1970) which discovered 300 sources. More recent X-ray satellites include: the EXOSAT (1983), ROSAT (1990), Chandra (1999), and Newton (1999).

Gamma-ray telescopes (less than 0.01 nm)

Gamma rays are absorbed high in the Earth's atmosphere so most gamma-ray astronomy is conducted with satellites. Gamma-ray telescopes use scintillation counters, spark chambers and more recently, solid-state detectors. The angular resolution of these devices is typically very poor. There were balloon-borne experiments in the early 1960s, but gamma-ray astronomy really began with the launch of the OSO 3 satellite in 1967; the first dedicated gamma-ray satellites were SAS B (1972) and Cos B (1975). The Compton Gamma Ray Observatory (1991) was a big improvement on previous surveys. Very high-energy gamma-rays (above 200 GeV) can be detected from the ground via the Cerenkov radiation produced by the passage of the gamma-rays in the Earth's atmosphere. Several Cerenkov imaging telescopes have been built around the world including: the HEGRA (1987), STACEE (2001), HESS (2003), and MAGIC (2004).

Interferometric telescopes

In 1868, Fizeau noted that the purpose of the arrangement of mirrors or glass lenses in a conventional telescope was simply to provide an approximation to a Fourier transform of the optical wave field entering the telescope. As this mathematical transformation was well understood and could be performed mathematically on paper, he noted that by using an array of small instruments it would be possible to measure the diameter of a star with the same precision as a single telescope which was as large as the whole array— a technique which later became known as astronomical interferometry. It was not until 1891 that Albert A. Michelson successfully used this technique for the measurement of astronomical angular diameters: the diameters of Jupiter's satellites (Michelson 1891). Thirty years later, a direct interferometric measurement of a stellar diameter was finally realized by Michelson & Francis G. Pease (1921) which was applied by their 20 ft (6.1 m) interferometer mounted on the 100 inch Hooker Telescope on Mount Wilson.

The next major development came in 1946 when Ryle and Vonberg (Ryle and Vonberg 1946) located a number of new cosmic radio sources by constructing a radio analogue of the Michelson interferometer. The signals from two radio antennas were added electronically to produce interference. Ryle and Vonberg's telescope used the rotation of the Earth to scan the sky in one dimension. With the development of larger arrays and of computers which could rapidly perform the necessary Fourier transforms, the first aperture synthesis imaging instruments were soon developed which could obtain high resolution images without the need of a giant parabolic reflector to perform the Fourier transform. This technique is now used in most radio astronomy observations. Radio astronomers soon developed the mathematical methods to perform aperture synthesis Fourier imaging using much larger arrays of telescopes —often spread across more than one continent. In the 1980s, the aperture synthesis technique was extended to visible light as well as infrared astronomy, providing the first very high resolution optical and infrared images of nearby stars.

In 1995 this imaging technique was demonstrated on an array of separate optical telescopes for the first time, allowing a further improvement in resolution, and also allowing even higher resolution imaging of stellar surfaces. The same techniques have now been applied at a number of other astronomical telescope arrays including: the Navy Prototype Optical Interferometer, the CHARA array, and the IOTA array. A detailed description of the development of astronomical optical interferometry can be found here [https://web.archive.org/web/20091018192226/http://geocities.com/CapeCanaveral/2309/page1.html

In 2008, Max Tegmark and Matias Zaldarriaga proposed a "Fast Fourier Transform Telescope" design in which the lenses and mirrors could be dispensed with altogether when computers become fast enough to perform all the necessary transforms.

Blood type

From Wikipedia, the free encyclopedia
https://en.wikipedia.org/wiki/Blood_type
Blood type (or blood group) is determined, in part, by the ABO blood group antigens present on red blood cells.

A blood type (also known as a blood group) is a classification of blood, based on the presence and absence of antibodies and inherited antigenic substances on the surface of red blood cells (RBCs). These antigens may be proteins, carbohydrates, glycoproteins, or glycolipids, depending on the blood group system. Some of these antigens are also present on the surface of other types of cells of various tissues. Several of these red blood cell surface antigens can stem from one allele (or an alternative version of a gene) and collectively form a blood group system.

Blood types are inherited and represent contributions from both parents of an individual. As of December 2022, a total of 44 human blood group systems are recognized by the International Society of Blood Transfusion (ISBT). The two most important blood group systems are ABO and Rh; they determine someone's blood type (A, B, AB, and O, with + or − denoting RhD status) for suitability in blood transfusion.

Blood group systems

A complete blood type would describe each of the 44 blood groups, and an individual's blood type is one of many possible combinations of blood-group antigens. Almost always, an individual has the same blood group for life, but very rarely an individual's blood type changes through addition or suppression of an antigen in infection, malignancy, or autoimmune disease. Another more common cause of blood type change is a bone marrow transplant. Bone-marrow transplants are performed for many leukemias and lymphomas, among other diseases. If a person receives bone marrow from someone of a different ABO type (e.g., a type A patient receives a type O bone marrow), the patient's blood type should eventually become the donor's type, as the patient's hematopoietic stem cells (HSCs) are destroyed, either by ablation of the bone marrow or by the donor's T-cells. Once all the patient's original red blood cells have died, they will have been fully replaced by new cells derived from the donor HSCs. Provided the donor had a different ABO type, the new cells' surface antigens will be different from those on the surface of the patient's original red blood cells.

Some blood types are associated with inheritance of other diseases; for example, the Kell antigen is sometimes associated with McLeod syndrome. Certain blood types may affect susceptibility to infections, an example being the resistance to specific malaria species seen in individuals lacking the Duffy antigen. The Duffy antigen, presumably as a result of natural selection, is less common in population groups from areas having a high incidence of malaria.

ABO blood group system

ABO blood group system: diagram showing the carbohydrate chains that determine the ABO blood group

The ABO blood group system involves two antigens and two antibodies found in human blood. The two antigens are antigen A and antigen B. The two antibodies are antibody A and antibody B. The antigens are present on the red blood cells and the antibodies in the serum. Regarding the antigen property of the blood all human beings can be classified into four groups, those with antigen A (group A), those with antigen B (group B), those with both antigen A and B (group AB) and those with neither antigen (group O). The antibodies present together with the antigens are found as follows:

  1. Antigen A with antibody B
  2. Antigen B with antibody A
  3. Antigen AB with neither antibody A nor B
  4. Antigen null (group O) with both antibody A and B

There is an agglutination reaction between similar antigen and antibody (for example, antigen A agglutinates the antibody A and antigen B agglutinates the antibody B). Thus, transfusion can be considered safe as long as the serum of the recipient does not contain antibodies for the blood cell antigens of the donor.

The ABO system is the most important blood-group system in human-blood transfusion. The associated anti-A and anti-B antibodies are usually immunoglobulin M, abbreviated IgM, antibodies. It has been hypothesized that ABO IgM antibodies are produced in the first years of life by sensitization to environmental substances such as food, bacteria, and viruses, although blood group compatibility rules are applied to newborn and infants as a matter of practice. The original terminology used by Karl Landsteiner in 1901 for the classification was A/B/C; in later publications "C" became "O". Type O is often called 0 (zero, or null) in other languages.

Phenotype and genotype of blood types
Phenotype Genotype
A IAIA or IAi
B IBIB or IBi
AB IAIB
O ii

Rh blood group system

The Rh system (Rh meaning Rhesus) is the second most significant blood-group system in human-blood transfusion with currently 50 antigens. The most significant Rh antigen is the D antigen, because it is the most likely to provoke an immune system response of the five main Rh antigens. It is common for D-negative individuals not to have any anti-D IgG or IgM antibodies, because anti-D antibodies are not usually produced by sensitization against environmental substances. However, D-negative individuals can produce IgG anti-D antibodies following a sensitizing event: possibly a fetomaternal transfusion of blood from a fetus in pregnancy or occasionally a blood transfusion with D positive RBCs. Rh disease can develop in these cases. Rh negative blood types are much less common in Asian populations (0.3%) than they are in European populations (15%).

The presence or absence of the Rh(D) antigen is signified by the + or − sign, so that, for example, the A− group is ABO type A and does not have the Rh (D) antigen.

ABO and Rh distribution by country

As with many other genetic traits, the distribution of ABO and Rh blood groups varies significantly between populations.

Other blood group systems

As of December 2022, 42 blood-group systems have been identified by the International Society for Blood Transfusion in addition to the ABO and Rh systems. Thus, in addition to the ABO antigens and Rh antigens, many other antigens are expressed on the RBC surface membrane. For example, an individual can be AB, D positive, and at the same time M and N positive (MNS system), K positive (Kell system), Lea or Leb negative (Lewis system), and so on, being positive or negative for each blood group system antigen. Many of the blood group systems were named after the patients in whom the corresponding antibodies were initially encountered. Blood group systems other than ABO and Rh pose a potential, yet relatively low, risk of complications upon mixing of blood from different people.

Following is a comparison of clinically relevant characteristics of antibodies against the main human blood group systems:


ABO Rh Kell Duffy Kidd
Naturally occurring Yes No No No No
Most common in immediate hemolytic transfusion reactions A
Yes Fya Jka
Most common in delayed hemolytic transfusion reactions
E,D,C

Jka
Most common in hemolytic disease of the newborn Yes D,C Yes

Commonly produce intravascular hemolysis Yes


Yes

Clinical significance

Blood transfusion

Transfusion medicine is a specialized branch of hematology that is concerned with the study of blood groups, along with the work of a blood bank to provide a transfusion service for blood and other blood products. Across the world, blood products must be prescribed by a medical doctor (licensed physician or surgeon) in a similar way as medicines.

Main symptoms of acute hemolytic reaction due to blood type mismatch.

Much of the routine work of a blood bank involves testing blood from both donors and recipients to ensure that every individual recipient is given blood that is compatible and as safe as possible. If a unit of incompatible blood is transfused between a donor and recipient, a severe acute hemolytic reaction with hemolysis (RBC destruction), kidney failure and shock is likely to occur, and death is a possibility. Antibodies can be highly active and can attack RBCs and bind components of the complement system to cause massive hemolysis of the transfused blood.

Patients should ideally receive their own blood or type-specific blood products to minimize the chance of a transfusion reaction. It is also possible to use the patient's own blood for transfusion. This is called autologous blood transfusion, which is always compatible with the patient. The procedure of washing a patient's own red blood cells goes as follows: The patient's lost blood is collected and washed with a saline solution. The washing procedure yields concentrated washed red blood cells. The last step is reinfusing the packed red blood cells into the patient. There are multiple ways to wash red blood cells. The two main ways are centrifugation and filtration methods. This procedure can be performed with microfiltration devices like the Hemoclear filter. Risks can be further reduced by cross-matching blood, but this may be skipped when blood is required for an emergency. Cross-matching involves mixing a sample of the recipient's serum with a sample of the donor's red blood cells and checking if the mixture agglutinates, or forms clumps. If agglutination is not obvious by direct vision, blood bank technologist usually check for agglutination with a microscope. If agglutination occurs, that particular donor's blood cannot be transfused to that particular recipient. In a blood bank it is vital that all blood specimens are correctly identified, so labelling has been standardized using a barcode system known as ISBT 128.

The blood group may be included on identification tags or on tattoos worn by military personnel, in case they should need an emergency blood transfusion. Frontline German Waffen-SS had blood group tattoos during World War II.

Rare blood types can cause supply problems for blood banks and hospitals. For example, Duffy-negative blood occurs much more frequently in people of African origin, and the rarity of this blood type in the rest of the population can result in a shortage of Duffy-negative blood for these patients. Similarly, for RhD negative people there is a risk associated with travelling to parts of the world where supplies of RhD negative blood are rare, particularly East Asia, where blood services may endeavor to encourage Westerners to donate blood.

Hemolytic disease of the newborn (HDN)

A pregnant woman may carry a fetus with a blood type which is different from her own. Typically, this is an issue if a Rh- mother has a child with a Rh+ father, and the fetus ends up being Rh+ like the father. In those cases, the mother can make IgG blood group antibodies. This can happen if some of the fetus' blood cells pass into the mother's blood circulation (e.g. a small fetomaternal hemorrhage at the time of childbirth or obstetric intervention), or sometimes after a therapeutic blood transfusion. This can cause Rh disease or other forms of hemolytic disease of the newborn (HDN) in the current pregnancy and/or subsequent pregnancies. Sometimes this is lethal for the fetus; in these cases it is called hydrops fetalis. If a pregnant woman is known to have anti-D antibodies, the Rh blood type of a fetus can be tested by analysis of fetal DNA in maternal plasma to assess the risk to the fetus of Rh disease. One of the major advances of twentieth century medicine was to prevent this disease by stopping the formation of Anti-D antibodies by D negative mothers with an injectable medication called Rho(D) immune globulin. Antibodies associated with some blood groups can cause severe HDN, others can only cause mild HDN and others are not known to cause HDN.

Blood products

To provide maximum benefit from each blood donation and to extend shelf-life, blood banks fractionate some whole blood into several products. The most common of these products are packed RBCs, plasma, platelets, cryoprecipitate, and fresh frozen plasma (FFP). FFP is quick-frozen to retain the labile clotting factors V and VIII, which are usually administered to patients who have a potentially fatal clotting problem caused by a condition such as advanced liver disease, overdose of anticoagulant, or disseminated intravascular coagulation (DIC).

Units of packed red cells are made by removing as much of the plasma as possible from whole blood units.

Clotting factors synthesized by modern recombinant methods are now in routine clinical use for hemophilia, as the risks of infection transmission that occur with pooled blood products are avoided.

Red blood cell compatibility

  • Blood group AB individuals have both A and B antigens on the surface of their RBCs, and their blood plasma does not contain any antibodies against either A or B antigen. Therefore, an individual with type AB blood can receive blood from any group (with AB being preferable), but cannot donate blood to any group other than AB. They are known as universal recipients.
  • Blood group A individuals have the A antigen on the surface of their RBCs, and blood serum containing IgM antibodies against the B antigen. Therefore, a group A individual can receive blood only from individuals of groups A or O (with A being preferable), and can donate blood to individuals with type A or AB.
  • Blood group B individuals have the B antigen on the surface of their RBCs, and blood serum containing IgM antibodies against the A antigen. Therefore, a group B individual can receive blood only from individuals of groups B or O (with B being preferable), and can donate blood to individuals with type B or AB.
  • Blood group O (or blood group zero in some countries) individuals do not have either A or B antigens on the surface of their RBCs, and their blood serum contains IgM anti-A and anti-B antibodies. Therefore, a group O individual can receive blood only from a group O individual, but can donate blood to individuals of any ABO blood group (i.e., A, B, O or AB). If a patient needs an urgent blood transfusion, and if the time taken to process the recipient's blood would cause a detrimental delay, O negative blood can be issued. Because it is compatible with anyone, O negative blood is often overused and consequently is always in short supply. According to the American Association of Blood Banks and the British Chief Medical Officer's National Blood Transfusion Committee, the use of group O RhD negative red cells should be restricted to persons with O negative blood, women who might be pregnant, and emergency cases in which blood-group testing is genuinely impracticable.
Red blood cell compatibility chart
In addition to donating to the same blood group; type O blood donors can give to A, B and AB; blood donors of types A and B can give to AB.
Red blood cell compatibility table
Recipient Donor
O− O+ A− A+ B− B+ AB− AB+
O− Green tick Red X Red X Red X Red X Red X Red X Red X
O+ Green tick Green tick Red X Red X Red X Red X Red X Red X
A− Green tick Red X Green tick Red X Red X Red X Red X Red X
A+ Green tick Green tick Green tick Green tick Red X Red X Red X Red X
B− Green tick Red X Red X Red X Green tick Red X Red X Red X
B+ Green tick Green tick Red X Red X Green tick Green tick Red X Red X
AB− Green tick Red X Green tick Red X Green tick Red X Green tick Red X
AB+ Green tick Green tick Green tick Green tick Green tick Green tick Green tick Green tick

An Rh D-negative patient who does not have any anti-D antibodies (never being previously sensitized to D-positive RBCs) can receive a transfusion of D-positive blood once, but this would cause sensitization to the D antigen, and a female patient would become at risk for hemolytic disease of the newborn. If a D-negative patient has developed anti-D antibodies, a subsequent exposure to D-positive blood would lead to a potentially dangerous transfusion reaction. Rh D-positive blood should never be given to D-negative women of child-bearing age or to patients with D antibodies, so blood banks must conserve Rh-negative blood for these patients. In extreme circumstances, such as for a major bleed when stocks of D-negative blood units are very low at the blood bank, D-positive blood might be given to D-negative females above child-bearing age or to Rh-negative males, providing that they did not have anti-D antibodies, to conserve D-negative blood stock in the blood bank. The converse is not true; Rh D-positive patients do not react to D negative blood.

This same matching is done for other antigens of the Rh system as C, c, E and e and for other blood group systems with a known risk for immunization such as the Kell system in particular for females of child-bearing age or patients with known need for many transfusions.

Plasma compatibility

Plasma compatibility chart
In addition to donating to the same blood group; plasma from type AB can be given to A, B and O; plasma from types A, B and AB can be given to O.

Blood plasma compatibility is the inverse of red blood cell compatibility. Type AB plasma carries neither anti-A nor anti-B antibodies and can be transfused to individuals of any blood group; but type AB patients can only receive type AB plasma. Type O carries both antibodies, so individuals of blood group O can receive plasma from any blood group, but type O plasma can be used only by type O recipients.

Plasma compatibility table
Recipient Donor
O A B AB
O Green tick Green tick Green tick Green tick
A Red X Green tick Red X Green tick
B Red X Red X Green tick Green tick
AB Red X Red X Red X Green tick

Rh D antibodies are uncommon, so generally neither D negative nor D positive blood contain anti-D antibodies. If a potential donor is found to have anti-D antibodies or any strong atypical blood group antibody by antibody screening in the blood bank, they would not be accepted as a donor (or in some blood banks the blood would be drawn but the product would need to be appropriately labeled); therefore, donor blood plasma issued by a blood bank can be selected to be free of D antibodies and free of other atypical antibodies, and such donor plasma issued from a blood bank would be suitable for a recipient who may be D positive or D negative, as long as blood plasma and the recipient are ABO compatible.

Universal donors and universal recipients

A hospital worker takes samples of blood from a donor for testing

In transfusions of packed red blood cells, individuals with type O Rh D negative blood are often called universal donors. Those with type AB Rh D positive blood are called universal recipients. However, these terms are only generally true with respect to possible reactions of the recipient's anti-A and anti-B antibodies to transfused red blood cells, and also possible sensitization to Rh D antigens. One exception is individuals with hh antigen system (also known as the Bombay phenotype) who can only receive blood safely from other hh donors, because they form antibodies against the H antigen present on all red blood cells.

Blood donors with exceptionally strong anti-A, anti-B or any atypical blood group antibody may be excluded from blood donation. In general, while the plasma fraction of a blood transfusion may carry donor antibodies not found in the recipient, a significant reaction is unlikely because of dilution.

Additionally, red blood cell surface antigens other than A, B and Rh D, might cause adverse reactions and sensitization, if they can bind to the corresponding antibodies to generate an immune response. Transfusions are further complicated because platelets and white blood cells (WBCs) have their own systems of surface antigens, and sensitization to platelet or WBC antigens can occur as a result of transfusion.

For transfusions of plasma, this situation is reversed. Type O plasma, containing both anti-A and anti-B antibodies, can only be given to O recipients. The antibodies will attack the antigens on any other blood type. Conversely, AB plasma can be given to patients of any ABO blood group, because it does not contain any anti-A or anti-B antibodies.

Blood typing

Typically, blood type tests are performed through addition of a blood sample to a solution containing antibodies corresponding to each antigen. The presence of an antigen on the surface of the blood cells is indicated by agglutination.

Blood group genotyping

In addition to the current practice of serologic testing of blood types, the progress in molecular diagnostics allows the increasing use of blood group genotyping. In contrast to serologic tests reporting a direct blood type phenotype, genotyping allows the prediction of a phenotype based on the knowledge of the molecular basis of the currently known antigens. This allows a more detailed determination of the blood type and therefore a better match for transfusion, which can be crucial in particular for patients with needs for many transfusions to prevent allo-immunization.

History

Blood types were first discovered by an Austrian physician, Karl Landsteiner, working at the Pathological-Anatomical Institute of the University of Vienna (now Medical University of Vienna). In 1900, he found that blood sera from different persons would clump together (agglutinate) when mixed in test tubes, and not only that, some human blood also agglutinated with animal blood. He wrote a two-sentence footnote:

The serum of healthy human beings not only agglutinates animal red cells, but also often those of human origin, from other individuals. It remains to be seen whether this appearance is related to inborn differences between individuals or it is the result of some damage of bacterial kind.

This was the first evidence that blood variation exists in humans. The next year, in 1901, he made a definitive observation that blood serum of an individual would agglutinate with only those of certain individuals. Based on this he classified human bloods into three groups, namely group A, group B, and group C. He defined that group A blood agglutinates with group B, but never with its own type. Similarly, group B blood agglutinates with group A. Group C blood is different in that it agglutinates with both A and B. This was the discovery of blood groups for which Landsteiner was awarded the Nobel Prize in Physiology or Medicine in 1930. (C was later renamed to O after the German Ohne, meaning without, or zero, or null.) Another group (later named AB) was discovered a year later by Landsteiner's students Adriano Sturli and Alfred von Decastello without designating the name (simply referring it to as "no particular type"). Thus, after Landsteiner, three blood types were initially recognised, namely A, B, and C.

Czech serologist Jan Janský was the first to recognise and designate four blood types in 1907 that he published in a local journal, using the Roman numerical I, II, III, and IV (corresponding to modern O, A, B, and AB respectively). Unknown to Janský, an American physician William L. Moss introduced almost identical classification in 1910; but his I and IV corresponding Janský's IV and I. Moss came across Janský's paper as his was being printed, mentioned it in a footnote. Thus the existence of two systems immediately created confusion and potential danger in medical practice. Moss's system was adopted in Britain, France, and the US, while Janský's was preferred in most other European countries and some parts of the US. It was reported that "The practically universal use of the Moss classification at that time was completely and purposely cast aside. Therefore in place of bringing order out of chaos, chaos was increased in the larger cities." To resolve the confusion, the American Association of Immunologists, the Society of American Bacteriologists, and the Association of Pathologists and Bacteriologists made a joint recommendation in 1921 that the Jansky classification be adopted based on priority. But it was not followed particularly where Moss's system had been used.

In 1927, Landsteiner, who had moved to the Rockefeller Institute for Medical Research in New York, and as a member of a committee of the National Research Council concerned with blood grouping suggested to substitute Janský's and Moss's systems with the letters O, A, B, and AB. There was another confusion on the use of O which was introduced by Polish physicians Ludwik Hirszfeld and German physician Emil von Dungern in 1910. It was never clear whether it was meant for the figure 0, German null for zero or the upper case letter O for ohne, meaning without; Landsteiner chose the latter.

In 1928 the Permanent Commission on Biological Standardization adopted Landsteiner's proposal and stated:

The Commission learns with satisfaction that, on the initiative of the Health Organization of the League of Nations, the nomenclature proposed by von Dungern and Hirszfeld for the classification of blood groups has been generally accepted, and recommends that this nomenclature shall be adopted for international use as follows: 0 A B AB. To facilitate the change from the nomenclature hitherto employed the following is suggested:

  • Jansky ....0(I) A(II) B(III) AB(IV)
  • Moss ... O(IV) A(II) B(III) AB(I)

This classification became widely accepted and after the early 1950s it was universally followed.

Hirszfeld and Dungern discovered the inheritance of blood types as Mendelian genetics in 1910 and the existence of sub-types of A in 1911. In 1927, Landsteiner, with Philip Levine, discovered the MN blood group system, and the P system. Development of the Coombs test in 1945, the advent of transfusion medicine, and the understanding of ABO hemolytic disease of the newborn led to discovery of more blood groups. As of September 2022, the International Society of Blood Transfusion (ISBT) recognizes 43 blood groups.

Society and culture

A popular pseudoscientific belief in Eastern Asian countries (especially in Japan and South Korea) known as 血液型 ketsuekigata / hyeoraekhyeong is that a person's ABO blood type is predictive of their personality, character, and compatibility with others. Researchers have established no scientific basis exists for blood type personality categorization, and studies have found no "significant relationship between personality and blood type, rendering the theory 'obsolete' and concluding that no basis exists to assume that personality is anything more than randomly associated with blood type."

E-patient

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