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arXiv:2504.20816 · Physical Review A

Contextual Heisenberg microscope

Jan-Åke Larsson

Published Mar 27, 2026• 0 citations
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Abstract

The Heisenberg microscope provides a powerful mental image of the measurement process of quantum mechanics (QM), attempting to explain the uncertainty relation through an uncontrollable backaction from the measurement device. However, Heisenberg's proposed backaction uses features that are not present in the QM description of the world, and according to Bohr not present in the world. Therefore, Bohr argues, the mental image proposed by Heisenberg should be avoided. Later developments by Bell and Kochen-Specker show that a model that contains the features used for the Heisenberg microscope is in principle possible but must necessarily be nonlocal and contextual. In this paper we will reexamine the measurement process within a restriction of QM known as Stabilizer QM (SQM), that still exhibits, for example, Greenberger-Horne-Zeilinger nonlocality and Peres-Mermin contextuality. The reexamination will use a recent extension of SQM, the Contextual Ontological Model (COM), where the system state gives a complete description of future measurement outcomes reproducing the quantum predictions, including the mentioned phenomena. We will see that the resulting contextual Heisenberg microscope backaction can be completely described within COM, and that the associated randomness originates in the initial state of the pointer system, exactly as in the original description of the Heisenberg microscope. The presence of contextuality, usually seen as prohibiting ontological models, suggests that the contextual Heisenberg microscope picture could perhaps be enabled in general QM.

DOI
10.1103/nl5q-n9qf

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The Heisenberg microscope provides a powerful mental image of the measurement process of quantum mechanics (QM), attempting to explain the uncertainty relation through an uncontrollable backaction from the measurement device. However, Heisenberg's proposed backaction uses features that are not present in the QM description of the world, and according to Bohr not present in the world. Therefore, Bohr argues, the mental image proposed by Heisenberg should be avoided. Later developments by Bell and Kochen-Specker show that a model that contains the features used for the Heisenberg microscope is in principle possible but must necessarily be nonlocal and contextual. In this paper we will reexamine the measurement process within a restriction of QM known as Stabilizer QM (SQM), that still exhibits, for example, Greenberger-Horne-Zeilinger nonlocality and Peres-Mermin contextuality. The reexamination will use a recent extension of SQM, the Contextual Ontological Model (COM), where the system state gives a complete description of future measurement outcomes reproducing the quantum predictions, including the mentioned phenomena. We will see that the resulting contextual Heisenberg microscope backaction can be completely described within COM, and that the associated randomness originates in the initial state of the pointer system, exactly as in the original description of the Heisenberg microscope. The presence of contextuality, usually seen as prohibiting ontological models, suggests that the contextual Heisenberg microscope picture could perhaps be enabled in general QM.
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’.
Quantum systems show contextuality.More precisely, it is impossible to reproduce the quantum-mechanical predictions using a non-contextual realist model, i.e., a model where the outcome of one measurement is independent of the choice of compatible measurements performed in the measurement context.There has been several attempts to quantify the amount of contextuality for specific quantum systems, for example, in the number of rays needed in a KS proof, or the number of terms in certain inequalities, or in the violation, noise sensitivity, and other measures.This paper is about another approach: to use a simple contextual model that reproduces the quantum-mechanical contextual behaviour, but not necessarily all quantum predictions.The amount of contextuality can then be quantified in terms of additional resources needed as compared with a similar model without contextuality.In this case the contextual model needs to keep track of the context used, so the appropriate measure would be memory.Another way to view this is as a memory requirement to be able to reproduce quantum contextuality in a realist model.The model we will use can be viewed as an extension of Spekkens' toy model [Phys.Rev. A 75, 032110 (2007)], and the relation is studied in some detail.To reproduce the quantum predictions for the Peres-Mermin square, the memory requirement is more than one bit in addition to the memory used for the individual outcomes in the corresponding noncontextual model.
The question of a hidden variable interpretation of quantum contextuality in the Mermin-Peres square is considered. The Kochen-Specker theorem implies that quantum mechanics may be interpreted as a contextual hidden-variable theory. It is shown that such a hidden-variable description can be viewed as either contextual in the random variables mapping hidden states to observable outcomes or in the probability measure on the hidden state space. The latter view suggests that this apparent contextuality may be interpreted as a simple consequence of measurement disturbance, wherein the initial hidden state is altered through interaction with the measuring device, thereby giving rise to a possibly different final hidden-variable state from which the measurement outcome is obtained. In light of this observation, a less restrictive and, arguably, more reasonable definition of noncontextuality is suggested. To prove that such a description is possible, an explicit and, in this sense, noncontextual hidden-variable model is constructed, which reproduces all quantum theoretic predictions for the Mermin-Peres square. A critical analysis of some recent and proposed experimental tests of contextuality is also provided. Although the discussion is restricted to a four-dimensional Hilbert space, the approach and conclusions are expected to generalize to any Hilbert space.
Quantum contextuality is a concept used to describe the property of hidden-variable theory that measurement outcomes predetermined by the hidden variables depend on the measurement context. The term measurement context can have different meanings, giving rise to different flavours of quantum contextuality. The first discovered flavour is Kochen-Specker (KS) contextuality where measurement outcomes will depend on what compatible measurements are jointly performed with the selected measurement. Another flavour, here to be compared with KS contextuality, is that referred to in Bohmian mechanics where outcomes of some specific measurements are not completely specified by the model state, but depend also on specifics of the measurement device used. It has been claimed that this type of Bohmian contextuality is necessary to enable KS contextuality in a hidden variable model. In this paper we show that this is not the case. The recently proposed Contextual Ontological Model (COM) [Hindlycke and Larsson, Phys. Rev. Lett. 2022] produces KS contextual predictions but does not have the Bohmian contextuality; the outcome of every measurement allowed by COM can be predicted from the model state itself. This distinguishes Bohmian contextuality from KS contextuality, and enables individual study of the two concepts.
Since being defined by Kochen and Specker, and separately by Bell, contextuality has been proposed as one of the key phenomena that distinguishing quantum theory from classical theories. However, with the rise of quantum information contextuality's position as the leading definition of the quantum/classical boundary has been called into question. This is due to the fact that a contextual explanation is required by subtheories that offer no exponential quantum computational advantage over classical computation. In this thesis, submitted in requirement for a PhD in physics with quantum information, we shall explore this unwanted contextuality, and show that generalized contextuality is more prevalent than was previously thought. \n \nFirst we will show that the single-qubit stabilizer subtheory, which was previously thought of as a non-contextual subtheory, requires a generalized contextual ontological model, when transformations are included in the operational description. In addition to this we show that the even smaller single-rebit stabilizer subtheory, a strict subtheory of the single-qubit stabilizer subtheory, must also admit a generalized contextual ontological model, again when transformations are included in the operational description. We then show that both these subtheories require negatively represented quasi-probability representations, re-establishing the link between contextuality and negativity for transformations. We also investigate the representation of transformations in generic quasi-probability representations, showing that under a reasonable assumption almost-all unitaries must be negatively represented by a finite quasi-probability representation. \n \nSecond we will investigate the efficiently simulable n-qubit stabilizer subtheory, which exhibits all forms of contextuality and thus represents the main obstacle to identifying contextuality as a resource for quantum computation. To this end we present an attempt at constructing a model based on a frame-switching Wigner function. This leads us to constructing a contextual ψ-epistemic ontological model of the n-qubit stabilizer formalism. We shall see that this model is outcome deterministic, which is one of the core assumptions in the definition of traditional non-contextuality. This model then will lead us to a result that proves that any ontological model of the n-qubit stabilizer formalism requires at least n-1 generators to be encoded in the ontology of the model. As n-1 generators represents almost full knowledge about the stabilizer state, we therefore posit that ψ-onicity, a more controversial notion of non-classicality, is actually the resource for quantum computation.
This year we celebrate 100 years of quantum mechanics (QM). Incorrect interpretations of QM and incorrect mental models of the invisible details of quantum phenomena lead to paradoxes. To explain these, we advocate the statistical contextual interpretation (SCI) of quantum mechanics. State vectors (wave functions) and various operators are purely mathematical entities that permit quantitative probabilistic predictions. “State vector” describes an ensemble of identically prepared physical systems, and a specific “operator” represents a class of equivalent measurements of a physical observable. A collapse of wavefunction is not a mysterious and instantaneous physical process; a collapsed quantum state describes a new ensemble of physical systems prepared in a particular way. A value of a physical observable, such as a spin projection, associated with a pure quantum ensemble is a characteristic of this ensemble created by its interaction with measuring instruments. Probabilities are objective properties of random experiments in which empirical frequencies stabilize. Following Einstein, SCI rejects the claim that QM provides a complete description of individual physical systems, but it remains agnostic about whether a more detailed subquantum description can be found or is necessary. In conformity with Bohr contextuality, SCI rejects Bell-local and Bell-causal hidden variable models. Nevertheless, by incorporating into a probabilistic model contextual hidden variable measuring instruments, long distance quantum correlations studied in Bell tests can be explained without evoking quantum nonlocality or retro-causality. SCI allows the explanation of several quantum phenomena without evoking quantum magic. SCI does not claim to provide a complete description of quantum phenomena; in fact, it is unknown whether quantum probabilities even provide a complete description of existing experimental data. Time series of experimental data may contain much more information than is obtained using empirical frequencies and histograms. Therefore, predictable completeness of QM must be tested and not taken for granted.