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arXiv:2206.06196 · Physical Review A

Relaxed Bell inequality as a trade-off relation between measurement dependence and hiddenness

Gen Kimura, Yugo Susuki, Kei Morisue

Published Aug 18, 2023• 7 citations
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Abstract

Quantum correlations that violate the Bell inequality cannot be explained by any local-hidden-variable theory that is measurement independent. However, this violation merely signifies the incompatibility of the underlying assumptions of reality, locality, and measurement independence, without providing a quantitative measure of the extent to which each assumption is violated. In contrast, Hall introduced a measure for each of the following assumptions: indeterminism, signaling, and measurement dependence, and Hall also generalized the Bell-Clauser-Horne-Shimony-Holt inequality, which provides a quantitative trade-off relationship between these assumptions. In this paper, we consider the introduction of hidden variables to be an essential assumption of Bell's theorem and introduce a quantification of hidden variables, which we term ``hiddenness.'' We derive a trade-off relation between hiddenness and measurement dependence that applies to any local-hidden-variable theory.

DOI
10.1103/physreva.108.022214

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Quantum correlations that violate the Bell inequality cannot be explained by any local-hidden-variable theory that is measurement independent. However, this violation merely signifies the incompatibility of the underlying assumptions of reality, locality, and measurement independence, without providing a quantitative measure of the extent to which each assumption is violated. In contrast, Hall introduced a measure for each of the following assumptions: indeterminism, signaling, and measurement dependence, and Hall also generalized the Bell-Clauser-Horne-Shimony-Holt inequality, which provides a quantitative trade-off relationship between these assumptions. In this paper, we consider the introduction of hidden variables to be an essential assumption of Bell's theorem and introduce a quantification of hidden variables, which we term ``hiddenness.'' We derive a trade-off relation between hiddenness and measurement dependence that applies to any local-hidden-variable theory.
The Bell theorem is explored in terms of a trade-off relation between underlying assumptions within the hidden variable model framework. In this paper, recognizing the incorporation of hidden variables as one of the fundamental assumptions, we propose a measure termed `hidden information' taking account of their distribution. This measure quantifies the number of hidden variables that essentially contribute to the empirical statistics. For factorizable models, hidden variable models that satisfy `locality' without adhering to the measurement independence criterion, we derive novel relaxed Bell-Clauser-Horne-Shimony-Holt (Bell-CHSH) inequalities. These inequalities elucidate trade-off relations between measurement dependence and hidden information in the CHSH scenario. It is also revealed that the relation gives a necessary and sufficient condition for the measures to be realized by a factorizable model.
Bell's inequality was originally derived under the assumption that experimenters are free to select detector settings independently of any local ``hidden variables'' that might affect the outcomes of measurements on entangled particles. This assumption has come to be known as ``measurement independence'' (also referred to as ``freedom of choice'' or ``settings independence''). For a two-setting, two-outcome Bell test, we derive modified Bell inequalities that relax measurement independence, for either or both observers, while remaining locally causal. We describe the loss of measurement independence for each observer using the parameters M1{M}_{1}M1​ and M2{M}_{2}M2​, as defined by Hall in 2010, and also by a more complete description that adds two new parameters, which we call $\stackrel{\ifmmode \hat{}\else \^{}\fi{}}{{M}_{1}}$ and $\stackrel{\ifmmode \hat{}\else \^{}\fi{}}{{M}_{2}}$, deriving a modified Bell inequality for each description. These ``relaxed'' inequalities subsume those considered in previous work as special cases, and quantify how much the assumption of measurement independence needs to be relaxed in order for a locally causal model to produce a given violation of the standard Bell-Clauser-Horne-Shimony-Holt (Bell-CHSH) inequality. We show that both relaxed Bell inequalities are tight bounds on the CHSH parameter by constructing locally causal models that saturate them. For any given Bell inequality violation, the new two-parameter and four-parameter models each require significantly less mutual information between the hidden variables and measurement settings than previous models. We conjecture that the new models, with optimal parameters, require the minimum possible mutual information for a given Bell violation. We further argue that, contrary to various claims in the literature, relaxing freedom of choice need not imply superdeterminism.
Bell nonlocality is the experimentally testable incompatibility between quantum correlations and explanations based on local hidden variables. Its significance now extends beyond the foundations of quantum mechanics: a Bell-inequality violation can certify entanglement, randomness, measurement incompatibility, and cryptographic security without requiring a detailed model of the devices producing the observed data. This article develops the mathematical structure of Bell experiments and explains its role in device-independent quantum information. Conditional probability distributions are classified into local, quantum, and no-signalling sets; the Clauser-Horne-Shimony-Holt inequality is derived, and its classical, quantum, and algebraic limits are distinguished. Tsirelson’s bound is obtained from the CHSH operator, while Popescu-Rohrlich correlations demonstrate that no-signalling alone does not identify the quantum set. The relation between entanglement and nonlocality is examined through local entangled states, hidden nonlocality, and activation. Nonlocal games, semidefinite relaxations, self-testing, certified randomness, and device-independent quantum key distribution are treated as operational consequences of Bell violation. Particular attention is given to entropy accumulation, finite-data security, loophole-free experiments, and the limitations of device independence. Bell nonlocality emerges as both a foundational separation between classical and quantum causal models and a quantitative resource for cryptographic and informational tasks.
Bell's theorem shows that quantum mechanical correlations can violate the constraints that the causal structure of certain experiments impose on any classical explanation. It is thus natural to ask to which degree the causal assumptions-e.g., locality or measurement independence-have to be relaxed in order to allow for a classical description of such experiments. Here we develop a conceptual and computational framework for treating this problem. We employ the language of Bayesian networks to systematically construct alternative causal structures and bound the degree of relaxation using quantitative measures that originate from the mathematical theory of causality. The main technical insight is that the resulting problems can often be expressed as computationally tractable linear programs. We demonstrate the versatility of the framework by applying it to a variety of scenarios, ranging from relaxations of the measurement independence, locality, and bilocality assumptions, to a novel causal interpretation of Clauser-Horne-Shimony-Holt inequality violations.
Besides well-known conditions of locality or factorisability, deriving the Bell inequalities requires assuming that the distribution of hidden variables and Alice's and Bob's measurement settings be independent of each other. We show that (analogously to violations of locality due to action at a distance) certain violations of this Measurement Independence assumption can be associated with a notion of signalling in principle, thus making them also testable in principle, and spell out the appropriate conditions. Accordingly, we show that by imposing no-signalling one can prove a version of Bell's theorem that does not require the assumption of Measurement Independence. We discuss the "Schulman model" as an example, as well as lessons for "experimental metaphysics".
Bell’s inequality is an empirical constraint on theories with hidden variables, which Einstein, Podolsky and Rosen argued are needed to explain observed perfect correlations if keeping locality. One way to deal with the empirical violation of Bell’s inequality is by openly embracing nonlocality, in a theory like the pilot-wave theory. Nonetheless, recent proposals have revived the possibility that one can avoid nonlocality by resorting to superdeterministic theories. These are local hidden variables theories which violate statistical independence which is one assumption of Bell’s inequality. In this paper I compare and contrast these two hidden variable strategies: the pilot-wave theory and superdeterminism. I show that even if the former is nonlocal and the other is not, both are contextual. Nonetheless, in contrast with the pilot-wave theory, superdeterminist contextuality makes it impossible to test the theory (which therefore becomes unfalsifiable and unconfirmable) and renders the theory uninformative (measurement results tell us nothing about the system). It is questionable therefore whether a theory with these features is worth its costs.