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arXiv:1906.09041 · Philosophical Transactions of the Royal Society A Mathematical Physical and Engineering Sciences

Indistinguishability and the origins of contextuality in physics

J. Acácio de Barros, Federico Holik, Décio Krause

Published Sep 16, 2019• 1 citation
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Abstract

In this work, we discuss a formal way of dealing with the properties of contextual systems. Our approach is to assume that properties describing the same physical quantity, but belonging to different measurement contexts, are indistinguishable in a strong sense. To construct the formal theoretical structure, we develop a description using quasi-set theory, which is a set-theoretical framework built to describe collections of elements that violate Leibnitz's principle of identity of indiscernibles. This framework allows us to consider a new ontology in order to study the properties of quantum systems. This article is part of the theme issue 'Contextuality and probability in quantum mechanics and beyond'.

DOI
10.1098/rsta.2019.0150

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In this work, we discuss a formal way of dealing with the properties of contextual systems. Our approach is to assume that properties describing the same physical quantity, but belonging to different measurement contexts, are indistinguishable in a strong sense. To construct the formal theoretical structure, we develop a description using quasi-set theory, which is a set-theoretical framework built to describe collections of elements that violate Leibnitz's principle of identity of indiscernibles. This framework allows us to consider a new ontology in order to study the properties of quantum systems. This article is part of the theme issue 'Contextuality and probability in quantum mechanics and beyond'.
In this work, we discuss a formal way of dealing with the properties of contextual systems. Our approach is to assume that properties describing the same physical quantity, but belonging to different measurement contexts, are indistinguishable in a strong sense. To construct the formal theoretical structure, we develop a description using quasi-set theory, which is a settheoretical framework built to describe collections of elements that violate Leibnitz’s principle of identity of indiscernibles. This framework allows us to consider a new ontology in order to study the properties of quantum systems. \nThis article is part of the theme issue ‘Contextuality and probability in quantum mechanics and beyond’.
It is well known that in quantum mechanics we cannot always define consistently properties that are context independent.Many approaches exist to describe contextual properties, such as Contextuality by Default (CbD), sheaf theory, topos theory, and non-standard or signed probabilities.In this paper, we propose a treatment of contextual properties that is specific to quantum mechanics, as it relies on the relationship between contextuality and indistinguishability.In particular, we propose that if we assume the ontological thesis that quantum particles or properties can be indistinguishable yet different, no contradiction arising from a Kochen-Specker-type argument appears: when we repeat an experiment, we are in reality performing an experiment measuring a property that is indistinguishable from the first, but not the same.We will discuss how the consequences of this move may help us understand quantum contextuality.
It is well known that in quantum mechanics we cannot always define consistently properties that are context independent. Many approaches exist to describe contextual properties, such as Contextuality by Default (CbD), sheaf theory, topos theory, and non-standard or signed probabilities. In this paper, we propose a treatment of contextual properties that is specific to quantum mechanics, as it relies on the relationship between contextuality and indistinguishability. In particular, we propose that if we assume the ontological thesis that quantum particles or properties can be indistinguishable yet different, no contradiction arising from a Kochen–Specker-type argument appears: when we repeat an experiment, we are in reality performing an experiment measuring a property that is indistinguishable from the first, but not the same. We will discuss how the consequences of this move may help us understand quantum contextuality.
The circumstances of measurement have more direct significance in quantum than in classical physics, where they can be neglected for well-performed measurements. In quantum mechanics, the dispositions of the measuring apparatus-plus-environment of the system measured for a property are a non-trivial part of its formalization as the quantum observable. A straightforward formalization of context, via equivalence classes of measurements corresponding to sets of sharp target observables, was recently given for sharp quantum observables. Here, we show that quantum contextuality, the dependence of measurement outcomes on circumstances external to the measured quantum system, can be manifested not only as the strict exclusivity of different measurements of sharp observables or valuations but via quantitative differences in the property statistics across simultaneous measurements of generalized quantum observables, by formalizing quantum context via coexistent generalized observables rather than only its subset of compatible sharp observables. Here, the question of whether such quantum contextuality follows from basic quantum principles is then addressed, and it is shown that the Principle of Indeterminacy is sufficient for at least one form of non-trivial contextuality. Contextuality is thus seen to be a natural feature of quantum mechanics rather than something arising only from the consideration of impossible measurements, abstract philosophical issues, hidden-variables theories, or other alternative, classical models of quantum behavior.
The origin and basis of the notion of quantum contextuality is identified in the Copenhagen approach to quantum mechanics, where context is automatically invoked by its requirement that the experimental arrangement involved in any measurements or set of measurements be taken into account while, in general, the outcome of a measurement may depend on other measurements immediately preceding or jointly performed on the same system. For Bohr, the specification of the experimental situation of any measurement is essential to its significance in light of complementarity and the omnipresence of the quantum of action in physics; for Heisenberg, the incompatibility of pairs of sharp measurements belonging to different situations coheres with both the completeness of the quantum state as an objective physical description and the principle of indeterminacy. Here, context in the Copenhagen approach is taken to be the equivalence class of experimental arrangements corresponding to a set of compatible measurements of quantum observables in standard quantum mechanics; the associated form of contextuality in quantum mechanics arises via the non-commutativity in general of sharp observables, proven by von Neumann, that can appear, providing different contexts. This notion is related to theoretical situations explored later by Bell, by Kochen and Specker, and by others in relation to the classification of hidden-variables theories and elsewhere in physics. This article is part of the theme issue ‘Contextuality and probability in quantum mechanics and beyond’.
The presence of contextuality in quantum theory was first highlighted by Bell, Kochen and Specker, who discovered that for quantum systems of three or more dimensions, measurements could not be viewed as deterministically revealing pre-existing properties of the system. More precisely, no model can assign deterministic outcomes to the projectors of a quantum measurement in a way that depends only on the projector and not the context (the full set of projectors) in which it appeared, despite the fact that the Born rule probabilities associated with projectors are independent of the context. A more general, operational definition of contextuality introduced by Spekkens, which we will term 'probabilistic contextuality', drops the assumption of determinism and allows for operations other than measurements to be considered contextual. Even two-dimensional quantum mechanics can be shown to be contextual under this generalised notion. Probabilistic noncontextuality represents the postulate that elements of an operational theory that cannot be distinguished from each other based on the statistics of arbitrarily many repeated experiments (they give rise to the same operational probabilities) are ontologically identical. In this paper, we introduce a framework that enables us to distinguish between different noncontextuality assumptions in terms of the relationships between the ontological representations of objects in the theory given a certain relation between their operational representations. This framework can be used to motivate and define a 'possibilistic' analogue, encapsulating the idea that elements of an operational theory that cannot be unambiguously distinguished operationally can also not be unambiguously distinguished ontologically. We then prove that possibilistic noncontextuality is equivalent to an alternative notion of noncontextuality proposed by Hardy. Finally, we demonstrate that these weaker noncontextuality assumptions are sufficient to prove alternative versions of known 'no-go' theorems that constrain ψ -epistemic models for quantum mechanics.