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arXiv:1908.04231 · American Journal of Physics

Analyzing the structure of basic quantum knowledge for instruction

Giacomo Zuccarini

Published Apr 21, 2020• 6 citations
arXivHTMLPDF

Abstract

In order to support students in the development of expertise in quantum mechanics, we asked which concepts and structures can act as organizing principles of non-relativistic theory. The research question has been addressed in a multi-step process based on the analysis of categorization studies, on a content analysis of a sample of undergraduate textbooks, and on the results of existing research on learning difficulties. The answer consists of seven concept maps, intended as models of the organizing principles of quantum knowledge needed to account for the results of measurement and time evolution. By means of these instruments, it is possible to visualize and explore the different facets of the interplay between the vector structure of the quantum states and the operator structure of the observables, and to highlight the educational significance of the relations between observables. The maps can be used by instructors as a support for helping students build a well-organized knowledge structure and by researchers as a basis for the design of investigations into student understanding. While this framework may be adapted to different approaches and interpretive stances, it provides indications in favor of a spin-first approach over a waves-first one.

DOI
10.1119/10.0000835

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In order to support students in the development of expertise in quantum mechanics, we asked which concepts and structures can act as organizing principles of non-relativistic theory. The research question has been addressed in a multi-step process based on the analysis of categorization studies, on a content analysis of a sample of undergraduate textbooks, and on the results of existing research on learning difficulties. The answer consists of seven concept maps, intended as models of the organizing principles of quantum knowledge needed to account for the results of measurement and time evolution. By means of these instruments, it is possible to visualize and explore the different facets of the interplay between the vector structure of the quantum states and the operator structure of the observables, and to highlight the educational significance of the relations between observables. The maps can be used by instructors as a support for helping students build a well-organized knowledge structure and by researchers as a basis for the design of investigations into student understanding. While this framework may be adapted to different approaches and interpretive stances, it provides indications in favor of a spin-first approach over a waves-first one.
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This thesis describes qualitative research conducted to understand the problems students have when learning quantum mechanics. It differs from previous studies on educational issues associated with quantum mechanics in that I have examined the difficulties from the students' perspective. Three questions guided this research: What are the experiences of students learning quantum mechanics? What conceptual difficulties do students have with quantum mechanics? and, How do students approach learning quantum mechanics? From these questions, two themes emerged. First, students do not consider the quantum mechanical concepts of wave-particle duality or the uncertainty principle to be important sources of difficulties for them. Second, many of the difficulties students encounter are not related to conceptual understanding of specific topics, but stem from a mindset that is incongruent with the nature and structure of quantum mechanics. The implications for teaching are that the nature and structure of quantum mechanics should be emphasized and be an explicit part of instruction.
Quantum mechanics (QM) has taken on a paradigmatic role in how physics describes and builds new knowledge about the world. It also has a growing role in our society thanks to recent and rapid developments in the field of new quantum technologies. These are becoming increasingly important in our society, in the world of work and which will also decisively influence future socio-economic choices. Also for this reason QM has an increasing role in the education of young people and has been introduced in many different ways also in secondary school in all continents. The change in the theoretical and cultural frame has profound implications that are often not intuitive, which involve the appropriation of a specific way of thinking. Neither macroscopic phenomenology, nor intuition help, because there is no simple evidence of how quantum objects must be thought to interpret that unobservable microscopic world and for which we must enter another interpretative paradigm even if we want to limit ourselves to describe it. PER has carried out several studies on the learning of key concepts, on the learning nodes, the ways of reasoning, the difficulties of the students, their spontaneous ideas, according to two main strands: above all at university level, conceptual difficulties and misunderstandings often linked to a formal approach, which, moreover, underpins the very nature of the entities involved; at secondary school level in relation to how students acquire a quantum view of phenomena on the basis of specific approaches adopted to address QM. In particular, a vast literature, which has increased considerably and especially in relatively recent times, has studied how university students deal with certain concepts such as that of state, superposition, measurement in quantum mechanics rather than how quantum quantities evolve over time. These studies are based on the use of questionnaires that allow to explore different levels: the verbal, formal and representative one, with different representations (eg. wave function, Dirac notation), rather than different representative modes (eg. Graphs of probability amplitudes, or probability distributions). At the secondary school level, the most important studies on student learning were instead conducted evaluating the educational impact and outlining the learning paths of students who had followed formative activities based on differentiated innovative research-based educational paths. In particular, the learning outcomes were compared to those activated by proposals based on the historical reconstruction approach of quantum physics. This approach is privileged in traditional curricula and school texts and consequently in the ways of teachers approaching the topic. It was developed in schools with a narrative or descriptive dimension of solutions based on old physics of quanta for the interpretation of phenomena not explained by classical physics. The innovative approaches instead make use of contexts whose formal treatment is simple (quantum properties described in a two-state space such as polarization or spin) with the aid of simulations that compensate for the problem of students” limited mathematical-formal skills, avoiding any historical reference. In particular, there is a significant difference between the survey tools and the survey contexts in the high school environment compared to surveys conducted with university students. This paper presents a review of the research literature, focusing in particular on the learning processes of secondary school students and outlining how research perspectives have evolved.
A common learning goal for modern physics instructors is for students to recognize a difference between the experimental uncertainty of classical physics and the fundamental uncertainty of quantum mechanics. Our studies suggest this notoriously difficult task may be frustrated by the intuitively realist perspectives of introductory students, and a lack of ontological flexibility in their conceptions of light and matter. We have developed a framework for understanding and characterizing student perspectives on the physical interpretation of quantum mechanics, and demonstrate the differential impact on student thinking of the myriad ways instructors approach interpretive themes in their introductory courses. Like expert physicists, students interpret quantum phenomena differently, and these interpretations are significantly influenced by their overall stances on questions central to the so-called measurement problem: Is the wave function physically real, or simply a mathematical tool? Is the collapse of the wave function an ad hoc rule, or a physical transition not described by any equation? Does an electron, being a form of matter, exist as a localized particle at all times? These questions, which are of personal and academic interest to our students, are largely only superficially addressed in our introductory courses, often for fear of opening a Pandora's Box of student questions, none of which have easy answers. We show how a transformed modern physics curriculum (recently implemented at the University of Colorado) may positively impact student perspectives on indeterminacy and wave-particle duality, by making questions of classical and quantum reality a central theme of our course, but also by making the beliefs of our students, and not just those of scientists, an explicit topic of discussion.
We describe the development of a course of quantum mechanics for secondary school designed to address the challenges related to the revision of classical knowledge, to the building of a well-organized knowledge structure on the discipline, and to the development of a plausible picture of the quantum world. The course is based on a systemic approach to conceptual change, which relies on its analysis in the transition from classical to quantum mechanics, and coordinates cognitive and epistemological aspects. We show how our approach drives the derivation of design principles, how these principles guide the development of the instructional sequence and of its strategies, how their implementation requires the blending of different research perspectives and learning systems. The first challenge is addressed through a path of revision of classical concepts and constructs which leverages prior knowledge according to the dynamics of each notion in theory change. The second by adopting a framework that promotes the construction of a unifying picture of quantum measurement across contexts. The third by designing the course around a modelling process that engages students in epistemic practices of the theoretical physicist, such as generating and/or running thought experiments, and mathematical modelling in a purely theoretical setting. All is aimed to help students accept the quantum description of the world as a plausible product of their own inquiry. This process is assisted by the discussion of the facets of the foundational debate that are triggered by each of the suggested interpretive choices, with the goal to promote an awareness of its cultural significance, of the limits the chosen stance, of the open issues. Data on the cycles of refinement illustrate how a set of activities have been made effective in addressing the challenges at a local level.