Math 2.0

Optics, electromagnetic theory Geometrical optics Theorem

Herschel's condition

Builds on Refractive indexOptical aberration

Statement

Let a rotationally symmetric optical system image an axial object point OO onto an axial image point O′O' without spherical aberration. Let nn and n′n' be the refractive indices of the object and image media. Let a ray from OO make the angle θ\theta with the axis. Let θ′\theta' be the angle of the same ray with the axis at O′O'. Let mzm_z be the paraxial longitudinal magnification. Consider a small segment of the axis through OO. It is imaged sharply, to first order in its length, if and only if all rays from OO through the aperture satisfy nsin⁡2θ2=mz n′sin⁡2θ′2.n \sin^2\frac{\theta}{2} = m_z \, n' \sin^2\frac{\theta'}{2}.

Remarks

The proof is the axial analogue of the proof of the Abbe sine condition. Moving the object point along the axis by δz\delta z changes the optical path length along a ray by n δzcos⁡θn \, \delta z \cos\theta to first order, and similarly in the image space. Requiring the change of path difference to be the same for all rays, and comparing with the axial ray, gives n δz(1−cos⁡θ)=n′ δz′(1−cos⁡θ′)n \, \delta z (1 - \cos\theta) = n' \, \delta z' (1 - \cos\theta'), which is the condition since 1−cos⁡θ=2sin⁡2(θ/2)1 - \cos\theta = 2\sin^2(\theta/2).

The Abbe sine condition governs sharp imaging of a small area perpendicular to the axis. Except in special cases, a system cannot satisfy both conditions for all aperture angles, so it cannot sharply image a small volume around OO.

Example: for small angles, sin⁡2(θ/2)≈θ2/4\sin^2(\theta/2) \approx \theta^2/4, and paraxial optics gives θ′=nθ/(n′m)\theta' = n\theta / (n' m), where mm is the lateral magnification. Then the condition reads mz=n′m2/nm_z = n' m^2 / n, which is the standard paraxial relation between longitudinal and lateral magnification. So paraxial rays always satisfy it, and it restricts only the rays at finite aperture.

Going deeper

For a student

Herschel's condition and the sine condition together show that a stigmatic image of a small three-dimensional region is impossible for most magnifications. In practice, systems corrected for the sine condition, such as microscope objectives, have a very small depth of sharp focus at large aperture.

Reading path

To understand this page from the ground up, read these 3 pages in order. The foundations come first.

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  1. Optical aberration concept
  2. Refractive index concept
  3. Herschel's condition statement

Further reading

  1. Web https://en.wikipedia.org/wiki/Herschel%27s_condition
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AboutOptical aberration
UsesRefractive index, Optical aberration
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Changed3 November 2026

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