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arXiv:0711.4650 · Journal of Physics A Mathematical and Theoretical

A classification of hidden-variable properties

Adam M. Brandenburger, Noson S. Yanofsky

Published Sep 26, 2008• 48 citations
arXivHTMLPDF

Abstract

Hidden variables are extra components added to try to banish counterintuitive features of quantum mechanics. We start with a quantum-mechanical model and describe various properties that can be asked of a hidden-variable model. We present six such properties and a Venn diagram of how they are related. With two existence theorems and three no-go theorems (EPR, Bell, and Kochen-Specker), we show which properties of empirically equivalent hidden-variable models are possible and which are not. Formally, our treatment relies only on classical probability models, and physical phenomena are used only to motivate which models to choose.

DOI
10.1088/1751-8113/41/42/425302

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Hidden variables are extra components added to try to banish counterintuitive features of quantum mechanics. We start with a quantum-mechanical model and describe various properties that can be asked of a hidden-variable model. We present six such properties and a Venn diagram of how they are related. With two existence theorems and three no-go theorems (EPR, Bell, and Kochen-Specker), we show which properties of empirically equivalent hidden-variable models are possible and which are not. Formally, our treatment relies only on classical probability models, and physical phenomena are used only to motivate which models to choose.
We discuss quantum conditional probability and its applications to deterministic hidden-variable models. We derive empirical tests corresponding to mathematical no-go proofs, providing rigorous statistical tests based on experimental outcomes. Evidently, it now possible to examine the statistical power of the empirical tests, and place confidence intervals on the parameters that precisely measure the departure of hidden-variable models from quantum experimental outcomes. Moreover, reinterpretation of well-known results in the light of quantum conditional probability provides other experimental demonstrations and no-go proofs: outcomes for the familiar Young double-slit experiment show that there are no deterministic hidden-variable models of the type considered by Kochen and Specker [J. Math. Mech. 17, 59 (1967)] or Bell [Rev. Mod. Phys. 38, 447 (1966)].
Abstract In chapter 12 we give an overview of the historical development of hidden-variable theories aiming to attribute ‘hidden’ definite outcomes to any potential measurement on a quantum system. We start with a discussion of von Neumann’s assumption on hidden-variable models, which was later realized not to hold by Hermann, Kochen, Specker, and Bell, going into detail on Bell’s refutation of von Neumann’s arguments. We then turn to the notion of contextuality, which severely restricts hidden-variable models: we discuss Gleason’s theorem before stating and proving the famous Kochen-Specker theorem, as well as the simpler versions of Peres’ nonet and Mermin’s pentagram. These results show that quantum mechanics is not compatible with the assignment of definite measurement outcomes to all possible measurements, and such assignments can hence only be made once a restricted set of observables, a context, is selected
In this talk I present a simple derivation of an old result of Kochen and Specker, which is apparently unrelated to the famous work of Bell on hidden variables, but is presumably equally important. Kochen and Specker showed in 1967 that quantum mechanics cannot be embedded into a classical stochastic theory, provided the quantum theoretical probability distributions are reproduced and one additional highly desirable property is satisfied. This showed in a striking manner what were the difficulties in implementing the Einstein programme of a `complete' version of quantum mechanics.
One of the statements one would hear pretty early in any quantum mechanics course is that for quantum particles there are properties which do not have definite values. For example, if we measure |+〉 in standard basis, the best we can do to describe the outcome is to say, that with probability 1/2 we will get 0 and with probability 1/2 we will get 1. Yet one could wonder, is this really the way things are or is it just because our description of this quantum particle is incomplete, but in fact there are some hidden variables inside every quantum system that contain enough information to tell the outcome of measurement (see Fig. 1). However, many people disdain the idea of hidden variables, so there has been rather long history of theorems that forbid theories involving hidden variables. Usually if one wants to prove some no hidden variables theorem he has to assume something about the hidden variables theories he is going to forbid. One of such assumptions is non-contextuality, which means that the outcome we get after measuring with an observable is the same regardless of what other observables we choose to measure at the same time. The first theorem forbidding hidden variables theories is due to von Neumann in 1932. Then for a third of a century everyone cited von Neumann’s work carelessly, till Bell in 1966 indicated that there was an unreasonable assumption in von Neumann’s proof and urged for further examination of the problem (see [6] and [1] for more historical details). Bell also constructed a hidden variables model for one qubit that could assign the outcome of any observable in a way consistent with quantum mechanics. He also proved two theorems that forbid non-contextual hidden variables theories using counterexamples with larger quantum systems. Yet surprisingly he himself thought that hidden variables do exists and considered these theorems only as characterizations of the hidden variables theory we should look for. In this essay we will discuss several versions of one of the two Bell’s theorems. The theorem we will consider was also independently proven by Kochen and Specker in 1967 (see [5]), hence it is called Bell-Kochen-Specker theorem. For shortness and in order not to mix this theorem with another Bell’s theorem from now on we will refer to it as Kochen-Specker theorem. We will be interested in proving several versions of this theorem and the following lemma will turn out to be of great use:
The strongest attack against quantum mechanics came in 1935 in the form of a paper by Einstein, Podolsky and Rosen. It was argued that the theory of quantum mechanics could not be called a complete theory of Nature, for every element of reality is not represented in the formalism as such. The authors then put forth a proposition: we must search for a theory where, upon knowing everything about the system, including possible hidden variables, one could make precise predictions concerning elements of reality. This project was ultimatly doomed in 1964 with the work of Bell Bell, who showed that the most general local hidden variable theory could not reproduce correlations that arise in quantum mechanics. There exist mainly three forms of no-go theorems for local hidden variable theories. Although almost every physicist knows the consequences of these no-go theorems, not every physicist is aware of the distinctions between the three or even their exact definitions. Thus we will discuss here the three principal forms of no-go theorems for local hidden variable theories of Nature. We will define Bell theorems, Bell theorems without inequalities and pseudo-telepathy. A discussion of the similarities and differences will follow. 1