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arXiv:1508.04751 · Philosophical Transactions of the Royal Society A Mathematical Physical and Engineering Sciences

On contextuality in behavioural data

Ehtibar N. Dzhafarov, Janne V. Kujala, Víctor H. Cervantes, Ru Zhang, Matt Jones

Published Apr 19, 2016• 42 citations
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Abstract

Dzhafarovet al.(Dzhafarovet al.2016Phil. Trans. R. Soc. A374, 20150099. (doi:10.1098/rsta.2015.0099)) reviewed several behavioural datasets imitating the formal design of the quantum-mechanical contextuality experiments. The conclusion was that none of these datasets exhibited contextuality if understood in the generalized sense proposed by Dzhafarovet al.(2015Found. Phys.7, 762-782. (doi:10.1007/s10701-015-9882-9)), while the traditional definition of contextuality does not apply to these data because they violate the condition of consistent connectedness (also known as marginal selectivity, no-signalling condition, no-disturbance principle, etc.). In this paper, we clarify the relationship between (in)consistent connectedness and (non)contextuality, as well as between the traditional and extended definitions of (non)contextuality, using as an example the Clauser-Horn-Shimony-Holt inequalities originally designed for detecting contextuality in entangled particles.

DOI
10.1098/rsta.2015.0234

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Dzhafarovet al.(Dzhafarovet al.2016Phil. Trans. R. Soc. A374, 20150099. (doi:10.1098/rsta.2015.0099)) reviewed several behavioural datasets imitating the formal design of the quantum-mechanical contextuality experiments. The conclusion was that none of these datasets exhibited contextuality if understood in the generalized sense proposed by Dzhafarovet al.(2015Found. Phys.7, 762-782. (doi:10.1007/s10701-015-9882-9)), while the traditional definition of contextuality does not apply to these data because they violate the condition of consistent connectedness (also known as marginal selectivity, no-signalling condition, no-disturbance principle, etc.). In this paper, we clarify the relationship between (in)consistent connectedness and (non)contextuality, as well as between the traditional and extended definitions of (non)contextuality, using as an example the Clauser-Horn-Shimony-Holt inequalities originally designed for detecting contextuality in entangled particles.
Several principled measures of contextuality have been proposed for general systems of random variables (i.e. inconsistently connected systems). One such measure is based on quasi-couplings using negative probabilities (here denoted by CNT 3 , Dzhafarov & Kujala, 2016 Quantum interaction ). Dzhafarov & Kujala (Dzhafarov & Kujala 2019 Phil. Trans. R. Soc. A 377 , 20190149. ( doi:10.1098/rsta.2019.0149 )) introduced a measure of contextuality, CNT 2 , that naturally generalizes to a measure of non-contextuality. Dzhafarov & Kujala (Dzhafarov & Kujala 2019 Phil. Trans. R. Soc. A 377 , 20190149. ( doi:10.1098/rsta.2019.0149 )) additionally conjectured that in the class of cyclic systems these two measures are proportional. Here we prove that conjecture is correct. Recently, Cervantes (Cervantes 2023 J. Math. Psychol . 112 , 102726. ( doi:10.1016/j.jmp.2022.102726 )) showed the proportionality of CNT 2 and the Contextual Fraction measure introduced by Abramsky & Brandenburger (Abramsky & Brandenburger 2011 New J. Phys . 13 , 113036. ( doi:10.1088/1367-2630/13/11/113036 )). The present proof completes the description of the interrelations of all contextuality measures proposed within or translated into the Contextuality-by-Default framework so far as they pertain to cyclic systems. This article is part of the theme issue ‘Quantum contextuality, causality and freedom of choice’.
We show that the main idea behind contextuality-by-default (CbD), i.e., the assumption that a physical measurement has to be understood as a contextual collection of random variables, is implicit in the compatibility-hypergraph approach to contextuality (CA) and use this result to develop in the latter important concepts which were introduced in the former. We introduce in CA the non-degeneracy condition, which is the analogous of consistent connectedness, and prove that this condition is, in general, weaker than non-disturbance condition. The set of non-degenerate behaviours defines a polytope, implying that one can characterize consistent connectedness using linear inequalities. We introduce the idea of extended contextuality for behaviours and prove that a behaviour is non-contextual in the standard sense iff it is non-degenerate and non-contextual in the extended sense. Finally, we use extended scenarios and behaviours to shed new light on our results.
Contextuality and entanglement are valuable resources for quantum computing and quantum information. Bell inequalities are used to certify entanglement; thus, it is important to understand why and how they are violated. Quantum mechanics and behavioural sciences teach us that random variables 'measuring' the same content (the answer to the same Yes or No question) may vary, if 'measured' jointly with other random variables. Alice's and BoB's raw data confirm Einsteinian non-signaling, but setting dependent experimental protocols are used to create samples of coupled pairs of distant ±1 outcomes and to estimate correlations. Marginal expectations, estimated using these final samples, depend on distant settings. Therefore, a system of random variables 'measured' in Bell tests is inconsistently connected and it should be analyzed using a Contextuality-by-Default approach, what is done for the first time in this paper. The violation of Bell inequalities and inconsistent connectedness may be explained using a contextual locally causal probabilistic model in which setting dependent variables describing measuring instruments are correctly incorporated. We prove that this model does not restrict experimenters' freedom of choice which is a prerequisite of science. Contextuality seems to be the rule and not an exception; thus, it should be carefully tested.
Among the various "no-go theorems" in the foundations of quantum mechanics, Bell inequalities are among the few, which do not implicitly rely on the mathematical structure of quantum mechanics. Instead, Bell inequalities are commonly understood to rest on Kolmogorov's theory of probability and a "locality" assumption. Physical evidence supporting their violation is hence taken as evidence against at least one of these two assumptions. This work provides a comprehensive analysis of the physical debate on Bell inequalities from the point of view of Kolmogorov's theory of probability, focusing on the Bell-Clauser-Horn-Shimony-Holt inequality (BCHSH inequality). The central contribution is the motivation and mathematical study of the notion of contextuality in Bell experiments: in so-called contextual Bell models the detectors themselves behave randomly and the distribution of the random detector parameters depends on the chosen detector settings. It is shown how even "classical" Bell experiments motivate such a description. The need to account for contextuality was pointed out before by de la Peña, Cetto, Brody, Lochak, Bohm, Hiley and others. A broad class of contextual models is proven to satisfy the BCHSH inequality, thereby generalizing a previous result by Gill and Lambare. Nonetheless, even under strong locality requirements, contextual Bell models may violate the BCHSH inequality: based on work by Popescu and Rohrlich, we consider a "proof of concept" example exhibiting the maximum possible violation. Contrary to the much debated "loopholes" in empirical tests of Bell inequalities, contextuality thus reveals a conceptual misunderstanding in the physical conclusions commonly drawn from Bell inequality violations.
Most behavioural and social experiments aimed at revealing contextuality are confined to cyclic systems with binary outcomes. In quantum physics, this broad class of systems includes as special cases Klyachko-Can-Binicioglu-Shumovsky-type, Einstein-Podolsky-Rosen-Bell-type and Suppes-Zanotti-Leggett-Garg-type systems. The theory of contextuality known as contextuality-by-default allows one to define and measure contextuality in all such systems, even if there are context-dependent errors in measurements, or if something in the contexts directly interacts with the measurements. This makes the theory especially suitable for behavioural and social systems, where direct interactions of 'everything with everything' are ubiquitous. For cyclic systems with binary outcomes, the theory provides necessary and sufficient conditions for non-contextuality, and these conditions are known to be breached in certain quantum systems. We review several behavioural and social datasets (from polls of public opinion to visual illusions to conjoint choices to word combinations to psychophysical matching), and none of these data provides any evidence for contextuality. Our working hypothesis is that this may be a broadly applicable rule: behavioural and social systems are non-contextual, i.e. all 'contextual effects' in them result from the ubiquitous dependence of response distributions on the elements of contexts other than the ones to which the response is presumably or normatively directed.
In this paper, we explore the graph approach to contextuality to restate the extended definition of noncontextuality as given by Kujala et al. [Phys. Rev. Lett. 115, 150401 (2015)] using graph-theoretical terms. This extended definition avoids the assumption of the pre-sheaf or non-disturbance condition, which states that if two contexts overlap, then the marginal distribution obtained for the intersection must be the same, a restriction that will never be perfectly satisfied in real experiments. With this, we are able to derive necessary conditions for extended noncontextuality for any set of random variables based on the geometrical aspects of the graph approach, which can be tested directly with experimental data in any contextuality experiment and which reduce to traditional necessary conditions for noncontextuality if the non-disturbance condition is satisfied.