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Introduction

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Bell's Theorem and Quantum Realism

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Abstract

Whatever position one takes on the subject, quantum theory is certainly surprising in its radical break from other fields of physics. Not only does it exhibit indeterminism, but the theory entails an essential denial of objectivity, an abandonment of realism. The latter issue stems from the fact that quantum theory offers little description of physical systems apart from what takes place during measurement processes.

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Notes

  1. 1.

    Even the description of measurement lacks clarity, as it depends upon vaguely defined notions of ‘system’ and ‘apparatus.’ We submit that as theoretical physicists, it is our duty to seek out sharp, objective definitions of all physical concepts that come into play.

  2. 2.

    Some may regard Einstein’s position as being summed up by the quotation “God does not play dice.” However, this statement was made quite early, and he later became concerned with other difficulties of the theory. In a letter (see [2, p. 221]) to Max Born, Pauli writes: “ \(\ldots\) I was unable to recognize Einstein whenever you talked about him either in your letter or your manuscript. It seemed to me as if you had erected some dummy Einstein for yourself, which you then knocked down with great pomp. In particular Einstein does not consider the concept of ‘determinism’ to be as fundamental as it is frequently held to be (as he told me emphatically many times) \(\ldots\) he disputes that he uses as a criterion for the admissibility of a theory the question ‘Is it rigorously deterministic?’ ”

  3. 3.

    The page numbers given in citations of this work always refer to the English translation. Chaps. 4 and 6 of the book are reprinted in Wheeler and Zurek’s collection [Wheeler, J.A., Zurek, W.H. (eds.) Quantum Theory and Measurement. Princeton University Press, Princeton (1983)] on pages 549–647, although the theorem of von Neumann is not.

  4. 4.

    As will be discussed in Chap. 2, Kochen and Specker’s theorem is closely related to yet another mathematical result that relates to the quantum observables in a similar way. This is Gleason’s theorem [5].

  5. 5.

    This work is based on a doctoral dissertation by Douglas Hemmick. See [10].

  6. 6.

    See Bell [11, 12], Dürr et al. [13, (Sect. 8)], Maudlin [14, 15], Norsen [1618] and Wiseman [19].

  7. 7.

    For the view that the theorem does not constitute a proof of nonlocality see Jarrett [20] and also Evans et al. [21]. Some proceed by citing “counterfactual definiteness,” as an attack on the premises that go into the EPR analysis. This position is set forth for example, by Stapp [22] and by Redhead [23]. For more on counterfactuals, see Maudlin [15]. Another issue is what we call the possibility of a “superdeterministic” interpretation (see Bell [24]). This will be discussed in Sect. 3.4.3. One of the most complete sources on all issues surrounding quantum nonlocality is the book by Maudlin [14].

  8. 8.

    Please see Schrödinger in [2527].

  9. 9.

    Readers should also have been reassured that none of the other “no-hidden-variables theorems” imply any true constraint upon realistic quantum as such, but serve only to draw attention to features of quantum theory itself.

  10. 10.

    See also Bassi and Ghiradi [28], Tumulka [29] and also Goldstein et al. in [30].

  11. 11.

    See [3133]. A summary of the early development of the theory is given by de Broglie [34].

  12. 12.

    See [35]. See also Bell [36, 37] Books on Bohmian mechanics include Holland’s 1993 work [38] also Dürr and Teufel’s more recent effort published in 2009 [39]. A book which addresses the theory and its general relationship to foundations of quantum mechanics is the 1996 Cushing et al. [40].

  13. 13.

    This is the motivation mentioned by von Neumann in his no-hidden variables proof. See Ref. [4].

  14. 14.

    For his part, Bell was also intrigued by the theory put forth by Ghirardi et al. [42]. See Bell [43, 44].

  15. 15.

    Contextuality, as we will see, is associated with the fact that measurement procedures for each observable are often not unique. Hidden variable theories must take account of the possibility that different measurements are possible for a single observable, and so we must not expect a “one-to-one” mapping from observables to values.

  16. 16.

    To be precise, von Neumann’s theorem falls into a different category than the others. However, examining this classic argument offers an excellent introduction which will be quite useful when we proceed to the more advanced theorems in Chap. 2.

  17. 17.

    This discussion allows us to understand contextual and noncontextual hidden variables. This will be of great utility not only in making clear the Einstein–Podolsky–Rosen paradox and Bell’s Theorem, but we will also find these concepts playing an important role in the discussion of the nonlocality theorems arising from the Schrödinger paradox.

  18. 18.

    See also Ghirardi [46, pp. 213–217].

  19. 19.

    A work by Daumer et al. [47] argues for the same conclusion.

  20. 20.

    See Greenberger et al. [49], and also Mermin [50].

  21. 21.

    Arguments falling into the same category as the Schrödinger proofs have also been found by Brown and Svetlichny [51] and by Heywood and Redhead [52]. More recent such results were found by Aravind [53], and by Cabello [54].

  22. 22.

    It is the existence of such rules in the quantum mechanical formalism that marks its departure from an objective theory, as we discussed above.

  23. 23.

    In the absence of spin.

  24. 24.

    We ignore here the possibility of an external magnetic field.

  25. 25.

    In the following description, we use the terms observable and operator interchangeably.

  26. 26.

    A measurement may be classified either as ideal or non-ideal. Unless specifically stated, it will be assumed whenever we refer to a measurement process, what is said will apply just as well to either of these situations.

  27. 27.

    See the discussion of Bohmian mechanics above. The success of this theory is that it explains quantum phenomena without such features. The general issue of hidden variables is discussed in Bell [36, 55, 56]. Many of the works by Bell which are of concern to us may be found in [Bell, J.S.: Speakable and Unspeakable in Quantum Mechanics, Cambridge University Press, Cambridge (1987)]. See also [Bell, M., Gottfried, K., Veltman, M., John S. Bell on the Foundations of Quantum Mechanics. World Scientific Publishing Company, Singapore (2001)] and [Bell, M., Gottfried, K., Veltman, M., (eds.) Quantum Mechanics, High Energy Physics and Accelerators: Selected Papers of John S. Bell (with commentary). World Scientific Publishing Company, Singapore (1995)]. The latter two are complete collections containing all of Bell’s papers on quantum foundations. See also Bohm [35, 58], Belinfante [59], Hughes [60] and Jammer [61].

  28. 28.

    The original work is [4]. Discussions of von Neumann’s hidden variables analysis may be found within [36, 55, 62, 63]

  29. 29.

    Within Chap. 4 of the present work, we shall discuss a 1935 analysis by Erwin Schrödinger [25]. This is the paper in which the ‘Schrödinger’s cat’ paradox first appeared, but it contains also other significant results such as Schrödinger’s generalization of the Einstein–Podolsky–Rosen paradox.

  30. 30.

    See Jammer’s book [61, p. 272] for a discussion of an early work by Grete Hermann that addresses the impact of von Neumann’s Theorem.

  31. 31.

    When generalized to the case of a mixed state, this becomes

    $$ E(O)=\hbox{Tr}(UO) $$
    (1.16)

    where U is a positive operator with the property \(\hbox{Tr}(U)=1.\) Here U is known as the “density matrix”. See for example, [65, p. 378]

  32. 32.

    Of course, this raises the question of whether it is possible to prepare an ensemble of states with fixed \(\lambda.\) Whether the answer to this question is yes or no, the existence of dispersion free states still implies that it is possible to write a value map function \(V^{\psi}_{\lambda}(O)\) on the observables. For fixed \(\psi,\) it is the variation in \(\lambda\) which is considered responsible for the variation in results of measurement. If, on the other hand, we fix both \(\psi\) and \(\lambda\) then we are dealing with just one member of the ensemble and there should be just a single value assigned to each observable. This is the meaning of the value map E(O) in the case of dispersion free states.

  33. 33.

    A proof of the theorem may be found in von Neumann’s original work [4]. Albertson presented a simplification of this proof in 1961 [62]. What we present here is a further simplification.

  34. 34.

    The equality \(\hbox{Tr}(UP_{\chi})= \langle \chi | U | \chi \rangle\) in (1.28) is seen as follows. The expression \(\hbox{Tr}(UP_{\chi})\) is independent of the orthonormal basis \(\phi_{n}\) in terms of which the matrix representations of U and \(P_{\chi}\) are expressed, so that one may choose an orthonormal basis of which \(| \chi\rangle\) itself is a member. Since \(P_{\chi} = | \chi \rangle \langle \chi |,\) and \(P_{\chi} | \phi_{n} \rangle = 0\) for all \(| \phi_{n} \rangle\) except \(| \chi \rangle,\) we have \(\hbox{Tr}(UP_{\chi})=\langle \chi | U | \chi \rangle.\)

  35. 35.

    It should be noted that the same result may be proven without use of (1.30) since the fact that \(V^{\psi}_{\lambda}(P_{\phi})\) must be either 0 or 1 follows simply from the observation that these are the eigenvalues of \(P_{\phi}.\)

  36. 36.

    It is not difficult to show that \(\sigma^{\prime}\) defined in this way is the spin component along an axis which is in the x, y plane and lies at \(45^{\circ}\) from both the x and y axis.

  37. 37.

    Reference to such a remark by Einstein is also found in Gilder’s recent book. See [67, pp. 160–161].

  38. 38.

    In fact, if Schrödinger had interpreted his result this way, this—in light of his own generalization of the EPR paradox presented in the same paper–would have allowed him to reach a further and very striking conclusion. We shall discuss this in Chap. 4.

  39. 39.

    See Max Jammer’s book [61, p. 265].

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Hemmick, D.L., Shakur, A.M. (2012). Introduction. In: Bell's Theorem and Quantum Realism. SpringerBriefs in Physics. Springer, Berlin, Heidelberg. https://doi.org/10.1007/978-3-642-23468-2_1

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