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arXiv:1905.06254 · Foundations of Physics

Complementary Observables in Quantum Mechanics

Jukka Kiukas, PEKKA J. LAHTI, Juha-Pekka Pellonpää, Kari Ylinen

Published May 3, 2019• 13 citations
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Abstract

We review the notion of complementarity of observables in quantum mechanics, as formulated and studied by Paul Busch and his colleagues over the years. In addition, we provide further clarification on the operational meaning of the concept, and present several characterisations of complementarity—some of which new—in a unified manner, as a consequence of a basic factorisation lemma for quantum effects. We work out several applications, including the canonical cases of position–momentum, position–energy, number–phase, as well as periodic observables relevant to spatial interferometry. We close the paper with some considerations of complementarity in a noisy setting, focusing especially on the case of convolutions of position and momentum, which was a recurring topic in Paul’s work on operational formulation of quantum measurements and central to his philosophy of unsharp reality.

DOI
10.1007/s10701-019-00261-3

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We review the notion of complementarity of observables in quantum mechanics, as formulated and studied by Paul Busch and his colleagues over the years. In addition, we provide further clarification on the operational meaning of the concept, and present several characterisations of complementarity—some of which new—in a unified manner, as a consequence of a basic factorisation lemma for quantum effects. We work out several applications, including the canonical cases of position–momentum, position–energy, number–phase, as well as periodic observables relevant to spatial interferometry. We close the paper with some considerations of complementarity in a noisy setting, focusing especially on the case of convolutions of position and momentum, which was a recurring topic in Paul’s work on operational formulation of quantum measurements and central to his philosophy of unsharp reality.
Abstract The problem of approximate joint measurement of complementary observables, like position and momentum, and the relevance of the uncertainty relations to that question were at the heart of the investigations of Paul Busch into the foundations of quantum mechanics. A good third of his published work dealt with this and closely related questions. This paper is an attempt to survey some of the steps taken in that research starting with Paul’s first papers on the subject matter in the early 1980’s and reaching its height in recent years.
This thesis is concerned with the notions of complementarity and uncertainty encountered in quantum mechanics. Its starting point is an assessment of how these concepts have been represented and illustrated by various writers dating back to their inception. Following the survey a coherent account of the connections and contrasts between complementarity and uncertainty is developed in the context of Mach-Zehnder interferometry. The effect on the interference pattern contrast of path detection via entanglement with a probe system, is explored and a joint unsharp measurement scheme of the complementary pairs, path and interference, described. The Mach-Zehnder set-up proves sufficiently versatile to show that quantum erasure and quantitative quantum erasure constitute instances of joint unsharp measurement of complementary observables. The analysis uses the representation of observables as positive operator valued measures.Path detection and interference observation require different experimental set-ups but can be reconciled in the simultaneous unsharp measurement and preparation. This reconciliation is expressed as an uncertainty relation however the mutually exclusive feature of complementarity is not discarded. It is possible to recover strict complementarity as a limit case of the appropriate uncertainty relation.One motivation for this study is the effort some authors have made in trying to express the founding features of quantum mechanics in the form of a hierarchy of significance. Here it is shown that complementarity and uncertainty have separate identities but are not completely independent of each other. Consequently, establishing a hierarchy of these features within the present formalism of quantum mechanics is not possible.
Quantum complementarity is a fundamental feature of quantum systems and has captivated the physics research community for nearly a century, with significant advancements emerging in recent decades. This review traces the historical evolution of the concept of complementarity, beginning with Bohr's original formulation. It then explores its modern quantification through complementarity relations and its profound connection to the foundational postulates of quantum theory. Furthermore, it delves into key related developments, such as the operational definition of complementarity in the context of incompatible observables, its potential links with quantum uncertainty relations and contextuality, its various applications, and other pertinent topics. This review aims to serve physicists interested in quantum resources, quantum correlations, and the foundational principles of quantum mechanics.
Complementarity, e.g., the wave–particle duality of nature, lies at the heart of quantum mechanics. It distinguishes the world of quantum phenomena from the reality of classical physics. In the 1920s, quantum theory as we know it today was still new, and examples used to illustrate complementarity emphasized the position (particle-like) and momentum (wave-like) attributes of a quantum mechanical object, be it a photon or a massive particle. This is the historical reason why complementarity is often superficially identified with the so-called wave-particle duality of matter . Complementarity, however, is a more general concept. We say that two observables are complementary if precise knowledge of one of them implies that all possible outcomes of measuring the other one are equally probable. We may illustrate this by two extreme examples. The first example consists of the position and momentum (along one direction) of a particle: if, say, the position is predetermined then the result of a momentum measurement cannot be predicted, all momentum values are equally probable (in a large range). The second extreme involves two orthogonal spin components of a spin- 1/2 particle: if, say, the vertical spin component has a definite value ( up or down ) then upon measuring a horizontal component both values ( left or right , for instance) are found, each with a probability of 50%. Thus, in the microcosmos complete knowledge in the sense of classical physics is not available. The classic example of the merger of wave and particle behavior is provided by Young's double-slit experiment.