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arXiv:1410.0409

Unsharp eigenvalues and quantum contextuality

F. De Zela

Published Oct 1, 2014• 0 citations
arXivHTMLPDF

Abstract

The Kochen-Specker theorem, Bell inequalities, and several other tests that were designed to rule out hidden-variable theories, assume the existence of observables having infinitely sharp eigenvalues. A paradigmatic example is spin-1/2. It is measured with a Stern-Gerlach array whose outputs are divided into two classes, spin-up and spin-down, in correspondence to the two spots observed on a detection screen. The spot's finite size is attributed to imperfections of the measuring device. This assumption turns the experimental output into a dichotomic, discrete one, thereby allowing the assignment of each spot to an infinitely sharp eigenvalue. Alternatively, one can assume that the spot's finite size stems from eigenvalues spanning a continuous range. Can we disprove such an assumption? Can we rule out hidden-variable theories that reproduce quantum predictions by assuming that, e.g., the electron's magnetic moment is not exactly the same for all electrons? We address these questions by focusing on the Peres-Mermin version of the Bell-Kochen-Specker theorem. It is shown that the assumption of unsharp eigenvalues precludes ruling out non-contextual hidden-variable theories and hence quantum contextuality does not arise. Analogous results hold for Bell-like inequalities. This represents a new loophole that spoils several fundamental tests of quantum mechanics and issues the challenge to close it.

DOI
10.48550/arxiv.1410.0409

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The Kochen-Specker theorem, Bell inequalities, and several other tests that were designed to rule out hidden-variable theories, assume the existence of observables having infinitely sharp eigenvalues. A paradigmatic example is spin-1/2. It is measured with a Stern-Gerlach array whose outputs are divided into two classes, spin-up and spin-down, in correspondence to the two spots observed on a detection screen. The spot's finite size is attributed to imperfections of the measuring device. This assumption turns the experimental output into a dichotomic, discrete one, thereby allowing the assignment of each spot to an infinitely sharp eigenvalue. Alternatively, one can assume that the spot's finite size stems from eigenvalues spanning a continuous range. Can we disprove such an assumption? Can we rule out hidden-variable theories that reproduce quantum predictions by assuming that, e.g., the electron's magnetic moment is not exactly the same for all electrons? We address these questions by focusing on the Peres-Mermin version of the Bell-Kochen-Specker theorem. It is shown that the assumption of unsharp eigenvalues precludes ruling out non-contextual hidden-variable theories and hence quantum contextuality does not arise. Analogous results hold for Bell-like inequalities. This represents a new loophole that spoils several fundamental tests of quantum mechanics and issues the challenge to close it.
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
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 question of a hidden variable interpretation of quantum contextuality in the Mermin-Peres square is considered. The Kochen-Specker theorem implies that quantum mechanics may be interpreted as a contextual hidden-variable theory. It is shown that such a hidden-variable description can be viewed as either contextual in the random variables mapping hidden states to observable outcomes or in the probability measure on the hidden state space. The latter view suggests that this apparent contextuality may be interpreted as a simple consequence of measurement disturbance, wherein the initial hidden state is altered through interaction with the measuring device, thereby giving rise to a possibly different final hidden-variable state from which the measurement outcome is obtained. In light of this observation, a less restrictive and, arguably, more reasonable definition of noncontextuality is suggested. To prove that such a description is possible, an explicit and, in this sense, noncontextual hidden-variable model is constructed, which reproduces all quantum theoretic predictions for the Mermin-Peres square. A critical analysis of some recent and proposed experimental tests of contextuality is also provided. Although the discussion is restricted to a four-dimensional Hilbert space, the approach and conclusions are expected to generalize to any Hilbert space.
Quantum mechanics provides a statistical description about nature, and thus would be incomplete if its statistical predictions could not be accounted for by some realistic models with hidden variables. There are, however, two powerful theorems against the hidden-variable theories showing that certain quantum features cannot be reproduced based on two rationale premises of locality, Bell's theorem, and noncontextuality, due to Bell, Kochen and Specker (BKS). Noncontextuality is independent of nonlocality, and the contextuality manifests itself even in a single object. Here we report an experimental verification of quantum contextuality by a single spin-1 electron system at room temperature. Such a three-level system is indivisible and then we close the compatibility loophole which exists in the experiments performed on bipartite systems. Our results confirm the quantum contextuality to be the intrinsic property of single particles.
The Kochen-Specker theorem demonstrates that it is not possible to reproduce the predictions of quantum theory in terms of a hidden variable model where the hidden variables assign a value to every projector deterministically and noncontextually. A noncontextual value assignment to a projector is one that does not depend on which other projectors-the context-are measured together with it. Using a generalization of the notion of noncontextuality that applies to both measurements and preparations, we propose a scheme for deriving inequalities that test whether a given set of experimental statistics is consistent with a noncontextual model. Unlike previous inequalities inspired by the Kochen-Specker theorem, we do not assume that the value assignments are deterministic and therefore in the face of a violation of our inequality, the possibility of salvaging noncontextuality by abandoning determinism is no longer an option. Our approach is operational in the sense that it does not presume quantum theory: a violation of our inequality implies the impossibility of a noncontextual model for any operational theory that can account for the experimental observations, including any successor to quantum theory.
When a measurement is compatible with each of two other measurements that are incompatible with one another, these define distinct contexts for the given measurement. The Kochen–Specker theorem rules out models of quantum theory that satisfy a particular assumption of context-independence: that sharp measurements are assigned outcomes both deterministically and independently of their context. This notion of noncontextuality is not suited to a direct experimental test because realistic measurements always have some degree of unsharpness due to noise. However, a generalized notion of noncontextuality has been proposed that is applicable to any experimental procedure, including unsharp measurements, but also preparations as well, and for which a quantum no-go result still holds. According to this notion, the model need only specify a probability distribution over the outcomes of a measurement in a context-independent way, rather than specifying a particular outcome. It also implies novel constraints of context-independence for the representation of preparations. In this article, we describe a general technique for translating proofs of the Kochen–Specker theorem into inequality constraints on realistic experimental statistics, the violation of which witnesses the impossibility of a noncontextual model. We focus on algebraic state-independent proofs, using the Peres–Mermin square as our illustrative example. Our technique yields the necessary and sufficient conditions for a particular set of correlations (between the preparations and the measurements) to admit a noncontextual model. The inequalities thus derived are demonstrably robust to noise. We specify how experimental data must be processed in order to achieve a test of these inequalities. We also provide a criticism of prior proposals for experimental tests of noncontextuality based on the Peres–Mermin square.