General relativity required the abandonment of Euclidean geometry. Here we show that quantum theory requires the abandonment of classical logic. We show that the Hilbert space representation of quantum theory is logically inevitable. There are no fundamental principles of quantum theory. We find an inevitable generalization of classical logic. The conjunction can take negative values, and reduces to the classical conjunction for order invariant measurements. The expectation of the conjunction is a generalized joint probability that can take negative values. A commutative conjunction leads to the Hilbert space formalism of quantum theory. Quantum theory applies both to microscopic and macroscopic systems. Classicality is represented by non-negativity of the generalized joint probability. We illustrate this by applying the logic to explain puzzling results in quantum cognition.
General relativity required the abandonment of Euclidean geometry. Here we show that quantum theory requires the abandonment of classical logic. We show that the Hilbert space representation of quantum theory is logically inevitable. There are no fundamental principles of quantum theory. We find an inevitable generalization of classical logic. The conjunction can take negative values, and reduces to the classical conjunction for order invariant measurements. The expectation of the conjunction is a generalized joint probability that can take negative values. A commutative conjunction leads to the Hilbert space formalism of quantum theory. Quantum theory applies both to microscopic and macroscopic systems. Classicality is represented by non-negativity of the generalized joint probability. We illustrate this by applying the logic to explain puzzling results in quantum cognition.
Some general principles There are some important differences between quantum and classical reasoning which reflect the different mathematical structure of the two theories. The most precise classical description of a mechanical system is provided by a point in the classical phase space, while the most precise quantum description is a ray or onedimensional subspace of the Hilbert space. This in itself is not an important difference. What is more significant is the fact that two distinct points in a classical phase space represent mutually exclusive properties of the physical system: if one is a true description of the sytem, the other must be false. In quantum theory, on the other hand, properties are mutually exclusive in this sense only if the corresponding projectors are mutually orthogonal. Distinct rays in the Hilbert space need not be orthogonal to each other, and when they are not orthogonal, they do not correspond to mutually exclusive properties. As explained in Sec. 4.6, if the projectors corresponding to the two properties do not commute with one another, and are thus not orthogonal, the properties are (mutually) incompatible. The relationship of incompatibility means that the properties cannot be logically compared, a situation which does not arise in classical physics. The existence of this nonclassical relationship of incompatibility is a direct consequence of assuming (following von Neumann) that the negation of a property corresponds to the orthogonal complement of the corresponding subspace of the Hilbert space; see the discussion in Sec. 4.6.
The aim of this paper is to present and discuss a probabilistic framework that is adequate for the formulation of quantum theory and faithful to its applications. Contrary to claims, which are examined and rebutted, that quantum theory employs a nonclassical probability theory based on a nonclassical “logic,” the probabilistic framework set out here is entirely classical and the “logic” used is Boolean. The framework consists of a set of states and a set of quantities that are interrelated in a specified manner. Each state induces a classical probability space on the values of each quantity. The quantities, so considered, become statistical variables (not random variables). Such variables need not have a “joint distribution.” For the quantum theoretic application, there is a uniform procedure that defines and determines the existence of such “joint distributions” for statistical variables. A general rule is provided and it is shown to lead to the usual compatibility-commutivity requirements of quantum theory. The paper concludes with a brief discussion of interference and the misunderstandings that are involved in the false move from interference to nonclassical probability.
In order to solve the problem of which is the real logic of Quantum Mechanics (QM), we suggest to study the mutual relationships between the physical theory (as a whole, that is both its experimental part and its theoretical part), its mathematics and its logic. That results to be a more general problem than what is considered by traditional studies on Quantum Logic (QL). These studies focus attention on the problem of the relationship between the experimental part of the physical theory and only its mathematics, from which logic is then derived. The new approach, that we suggest, generalises the interpretation that one of us (A. D.) successfully tested on the foundations of classical physical theories. The foundations of a theory are interpreted in terms of two options on the kind of mathematics, either classical one or constructive one, and the kind of logic, either classical logic or intuitionistic logic. It is remarkable that each theory making use of intuitionistic logic – i. e. L. Carnot’s classical mechanics, S. Carnot’s thermodynamics, Lobacevskij’s non-Euclidean geometry is organised in order to solve an universal problem (expressed by a double negated sentence), rather than in an entirely deductive way; hence, a non-classical logic does not belong exclusively to QM. From an historical and foundational analysis about QM, we conclude that in QM it is the law of double negation and not modular law (introduced by Birkhoff and von Neumann without giving physical evidence to it) which fails, i. e. which represents the true difference between Classical Logic (CL) and QL. We have looked for previous works on QL supporting our suggestion; in the past Destouches-Fevrier (1948), Fine (1974), Bell-Hallett (1981), Gauthier (1983), Adelman-Corbett (1995) already defended this thesis on the relevance of double negation law for QL. Under this light, QL results to have the same logic of a classical theory organised in a problematic manner. Hence, QM has to be referred to intuitionistic logic, in the same way every theory which is developed around a fundamental problem, expressed by a double negated sentence, does. In particular, by following the founder of intuitionism, Brouwer, we reject the identification of intuitionistic logic with an entirely deductive system; rather, the logical system of QL, as a theory, is organised in such a way to put a crucial problem to be solved. In agreement with this kind of organisation, among the several QM formulations we choose Heisenberg’s formulation, which was ignored by previous authors on QL. This formulation is aimed to solve the problem of quantum measurement, that originates the uncertainty methodological principle. Moreover, it is remarkable that it makes use of an operational mathematics (discrete matrices only). We interpret its characteristic arguing about its principal problem through double negated sentences; it results to be a moving from arguments belonging to non-classical logic expressed by a double negated sentence to the recognition of a suitable mathematics for QM formulation. In sum, QL shows how it is possible to state the relationship between QM and mathematics. This point has been almost ignored by the most traditional approaches to QL, which rather drew it from an a priori mathematics of QM (commonly, Hilbert space). As a verification of our approach, we show that even both Lobachevskij’s geometry and S. Carnot’s thermodynamics argued in order to achieve mathematical formulas expressing the content of the basic double negated sentences of respective theory. In the same way the recent book on QM by T. F. Jordan formalised his matrix mechanics. 1. Logic in classical physics and in Quantum Mechanics An historical analysis of Quantum Mechanics (QM) shows that there were at the origin of the theory two distinct formulations: Matrix Mechanics (Heisenberg, 1925) and Wave Mechanics (Schroedinger, 1926). Although Dirac subsumed these two formulations in a comprehensive mathematical framework (Hilbert space), we think that the organisation of the principles is different in Matrix Mechanics from that in Wave Mechanics, and this difference implies different logics. So we think that in order to characterise the logic of QM it is necessary to distinguish between this two formulations. In Matrix Mechanics, Heisenberg’s basic idea was to explain atomic spectra not in terms of atomic orbits (as Old Quantum Theory tried to make), but only by means of the study of experimental data; i. e., frequencies and intensities of light both emitted and absorbed by matter. Through a
Quantum mechanics is usually described in the terminology of probability theory even though the properties of the probability spaces associated with it are fundamentally different from the standard ones of probability theory. For example, Kolmogorov's axioms are not general enough to encompass the non-commutative situations that arise in quantum theory. There have been many attempts to generalise these axioms to meet the needs of quantum mechanics. The focus of these attempts has been the observation, first made by Birkhoff and von Neumann (1936), that the propositions associated with a quantum-mechanical system do not form a Boolean σ-algebra. There is almost universal agreement that the probability space associated with a quantum-mechanical system is given by the set of subspaces of a separable Hilbert space, but there is disagreement over the algebraic structure that this set represents. In the most popular model for the probability space of quantum mechanics the propositions are assumed to form an orthocomplemented lattice (Mackey (1963), Jauch (1968)). The fundamental concept here is that of a partial order, that is a binary relation that is reflexive and transitive but not symmetric. The partial order is interpreted as embodying the logical concept of implication in the set of propositions associated with the physical system. Although this model provides an acceptable mathematical expression of the probabilistic structure of quantum mechanics in that the subspaces of a separable Hilbert space give a representation of an ortho-complemented lattice, it has several deficiencies which will be discussed later.
It is a scientific truism nowadays that quantum mechanical predictions are of statistical or rather of probabilistic nature: a quantum theory assigns a probability distribution to each measurable quantity (observable) of a physical system prepared according to a given preparation prescription (state). Such sets of probability distributions represent the most general quantitative predictions of physical theories. The aim of this study is to determine all theoretical frameworks which yield such a kind of output taking the probabilistic nature of quantitative physical predictions as initial hypothesis. Astonishingly, this project succeeds with a minimal number of additional assumptions, which arise quite naturally in the course of the analysis, and which essentially amount to regularity conditions. The result is that there exist only two classes of physical theories providing quantitative probabilistic predictions: classical theories where observables are represented by real functions over a phase space and states are represented by probability measures upon the phase space, and quantum theories where observables are represented by selfadjoint operators acting on a complex Hilbert space and states are represented by state operators. On empirical grounds, classical theories cannot provide the all-encompassing, fundamental frame for the mathematical description of physical systems. Quantum theories remain, and there is no more complete formal frame for quantitative physical theories. As an additional result, it is shown that there exist physical systems which possess a quantum mechanical but no classical description; a prominent example is the spin system of two spin-1/2 particles. The classical hidden variables model, which J. Bell relates to this system in order to prove his theorem, cannot be a true description of it because no such classical model exists, and Bell's theorem loses its foundation.
Formulations of quantum mechanics (QM) can be characterized as realistic, operationalist, or a combination of the two. In this paper a realistic theory is defined as describing a closed system entirely by means of entities and concepts pertaining to the system. An operationalist theory, on the other hand, requires in addition entities external to the system. A realistic formulation comprises an ontology, the set of (mathematical) entities that describe the system, and assertions, the set of correct statements (predictions) the theory makes about the objects in the ontology. Classical mechanics is the prime example of a realistic physical theory. A straightforward generalization of classical mechanics to QM is hampered by the inconsistency of quantum properties with classical logic, a circumstance that was noted many years ago by Birkhoff and von Neumann. The present realistic formulation of the histories approach originally introduced by Griffiths, which we call 'compatible quantum theory (CQT)', consists of a 'microscopic' part (MIQM), which applies to a closed quantum system of any size, and a 'macroscopic' part (MAQM), which requires the participation of a large (ideally, an infinite) system. The first (MIQM) can be fully formulated based solely on the assumption of a Hilbert space ontology and the noncontextuality of probability values, relying in an essential way on Gleason's theorem and on an application to dynamics due in large part to Nistico. Thus, the present formulation, in contrast to earlier ones, derives the Born probability formulas and the consistency (decoherence) conditions for frameworks. The microscopic theory does not, however, possess a unique corpus of assertions, but rather a multiplicity of contextual truths ('c-truths'), each one associated with a different framework. This circumstance leads us to consider the microscopic theory to be physically indeterminate and therefore incomplete, though logically coherent. The completion of the theory requires a macroscopic mechanism for selecting a physical framework, which is part of the macroscopic theory (MAQM). The selection of a physical framework involves the breaking of the microscopic 'framework symmetry', which can proceed either phenomenologically as in the standard quantum measurement theory, or more fundamentally by considering the quantum system under study to be a subsystem of a macroscopic quantum system. The decoherent histories formulation of Gell-Mann and Hartle, as well as that of Omnès, are theories of this fundamental type, where the physical framework is selected by a coarse-graining procedure in which the physical phenomenon of decoherence plays an essential role. Various well-known interpretations of QM are described from the perspective of CQT. Detailed definitions and proofs are presented in the appendices.