To my friend and mentor, Professor Attilio Rigamonti. Unperformed experiments have no results. Asher Peres Introduction More than a century after its birth, quantum mechanics (QM) remains mysterious. We still don't have general principles from which to derive its remarkable mathematical framework, as happened for the amazing Lorentz transformations, which were rederived by Einstein from the invariance of physical laws in inertial frames and from the constancy of the speed of light. Despite the utmost relevance of the problem of deriving QM from operational principles, research efforts in this direction have been sporadic. The deepest of the early attacks on the problem were the works of Birkhoff, von Neumann, Jordan, and Wigner, attempting to derive QM from a set of axioms with as much physical significance as possible. The general idea in Ref. is to regard QM as a new kind of prepositional calculus , a proposal that spawned the research line of quantum logic , which is based on von Neumann's observation that the two-valued observables – represented in his formulation of QM by orthogonal projection operators – constitute a kind of “logic” of experimental propositions. After a hiatus of two decades of neglect, interest in quantum logic was revived by Varadarajan, and most notably by Mackey, who axiomatized QM within an operational framework, with the single exception of an admittedly ad hoc postulate, which represents the propositional calculus mathematically in the form of an orthomodular lattice. The most significant extension of Mackey's work is the general representation theorem of Piron.
To my friend and mentor, Professor Attilio Rigamonti. Unperformed experiments have no results. Asher Peres Introduction More than a century after its birth, quantum mechanics (QM) remains mysterious. We still don't have general principles from which to derive its remarkable mathematical framework, as happened for the amazing Lorentz transformations, which were rederived by Einstein from the invariance of physical laws in inertial frames and from the constancy of the speed of light. Despite the utmost relevance of the problem of deriving QM from operational principles, research efforts in this direction have been sporadic. The deepest of the early attacks on the problem were the works of Birkhoff, von Neumann, Jordan, and Wigner, attempting to derive QM from a set of axioms with as much physical significance as possible. The general idea in Ref. is to regard QM as a new kind of prepositional calculus , a proposal that spawned the research line of quantum logic , which is based on von Neumann's observation that the two-valued observables – represented in his formulation of QM by orthogonal projection operators – constitute a kind of “logic” of experimental propositions. After a hiatus of two decades of neglect, interest in quantum logic was revived by Varadarajan, and most notably by Mackey, who axiomatized QM within an operational framework, with the single exception of an admittedly ad hoc postulate, which represents the propositional calculus mathematically in the form of an orthomodular lattice. The most significant extension of Mackey's work is the general representation theorem of Piron.
Quantum Mechanics (QM) is a very special probabilistic theory, yet we don't know which operational principles make it so. All axiomatization attempts suffer at least one postulate of a mathematical nature. Here I will analyze the possibility of deriving QM as the mathematical representation of a "fair operational framework", i.e. a set of rules which allows the experimenter to make predictions on future "events" on the basis of suitable "tests", e.g. without interference from uncontrollable sources. Two postulates need to be satisfied by any fair operational framework: NSF: "no-signaling from the future"--for the possibility of making predictions on the basis of past tests; PFAITH: "existence of a preparationally faithful state"--for the possibility of preparing any state and calibrating any test. I will show that all theories satisfying NSF admit a C*-algebra representation of events as linear transformations of effects. Based on a very general notion of dynamical independence, it is easy to see that all such probabilistic theories are "non-signaling without interaction" ("non-signaling" for short)--another requirement for a fair operational framework. Postulate PFAITH then implies the "local observability principle", the tensor-product structure for the linear spaces of states and effects, the impossibility of bit commitment and additional features, such an operational definition of transpose, a scalar product for effects, weak-selfduality of the theory, and more. Dual to Postulate PFAITH an analogous postulate for effects would give additional quantum features, such as teleportation. However, all possible consequences of these postulates still need to be investigated, and it is not clear yet if we can derive QM from the present postulates only. [CONTINUES on manuscript]
Quantum theory is the soul of contemporary physics. It was discovered in an adventurous way, under the urge to solve the puzzles posed by atomic spectra and blackbody radiation. But after its invention, it immediately became clear that it was not just a theory of specific physical systems: it was rather a new language of universal applicability. Already in 1928, the theory had received solid mathematical foundations by Hilbert, von Neumann, and Nordheim, and this work was brought to completion in the monumental work of von Neumann, in the form that we still study nowadays. The theory is extraordinarily successful, and its predictions have been confirmed to an astonishing level of precision in a large spectrum of experiments. However, almost 90 years after von Neumann's book, quantum theory remains mysterious. Its mathematical formulation – based on Hilbert spaces and self-adjoint operators – is far from having an intuitive interpretation. The association of physical systems to Hilbert spaces whose unit vectors represent pure states, the representation of transformations by unitary operators and of observables by self-adjoint operators – all such postulates look artificial and ad hoc . A slightly more operational approach is provided by the C * -algebraic formulation of quantum theory – still, this formulation relies on the assumption that observables form an algebra , where the physical meanings of the multiplication and the sum are far from clear. In short, the postulates of quantum theory impose mathematical structures without providing any simple reason for this choice: the mathematics of Hilbert spaces is adopted as a magic blackbox that “works well” at producing experimental predictions. However, in a satisfactory axiomatization of a physical theory the mathematical structures should emerge as a consequence of postulates that have a direct physical interpretation. By this we mean postulates referring, e.g., to primitive notions like physical system, measurement, or process, rather than notions like, e.g., Hilbert space, C * -algebra, unit vector, or selfadjoint operator. The crucial question thus remains unanswered: why quantum theory? Which are the principles at the basis of the theory? A case that is often invoked in contrast is that of Special Relativity theory, which directly follows from the simple understandable principle of relativity.
. We put forward a new take on the logic of quantum mechanics, following Schrödinger's point of view that it is composition which makes quantum theory what it is, rather than its particular propositional structure due to the existence of superpositions, as proposed by Birkhoff and von Neumann. This gives rise to an intrinsically quantitative kind of logic, which truly deserves the name ‘logic’ in that it also models meaning in natural language, the latter being the origin of logic, that it supports automation, the most prominent practical use of logic, and that it supports probabilistic inference. The physics and the logic of quantum-ish logic. In 1932 John von Neumann formalized Quantum Mechanics in his book “Mathematische Grundlagen der Quantenmechanik”. This was effectively the official birth of the quantum mechanical formalism which until now, some 75 years later, has remained the same. Quantum theory underpins so many things in our daily lives including chemical industry, energy production and information technology, which arguably makes it the most technologically successful theory of physics ever. However, in 1935, merely three years after the birth of his brainchild, von Neumann wrote in a letter to American mathematician Garrett Birkhoff: “I would like to make a confession which may seem immoral: I do not believe absolutely in Hilbert space no more.” (sic)—for more details see [73]. Soon thereafter they published a paper entitled “The Logic of Quantum Mechanics” [13]. Their ‘quantum logic’ was cast in order-theoretic terms, very much in the spirit of the then reigning algebraic view of logic, with the distributive law being replaced with a weaker (ortho)modular law. This resulted in a research community of quantum logicians [68, 71, 47, 30]. However, despite von Neumann's reputation, and the large body of research that has been produced in the area, one does not find a trace of this activity neither in the mainstream physics, mathematics, nor logic literature. Hence, 75 years later one may want to conclude that this activity was a failure. What went wrong? The mathematics of it. Let us consider the raison d'être for the Hilbert space formalism.
Summary Foundational studies in quantum theory have consisted in large part of attempts to avoid paradoxical situations in describing properties of a physical system. Quantum logic addresses some of the perplexing problems that plague interpretations of quantum theory by invoking a non-classical propositional calculus for the set of propositions of a quantum system. Historically, quantum logic derives from von Neumann’s observation that the set of projection operators on a Hilbert space constitute a ‘logic’ of experimental propositions. More than two decades passed from the pioneering work of Birkho and von Neumann before interest in quantum logic was re-ignited by Mackey’s probabilistic analysis of quantum theory. Piron’s axiomatization provided a signicant
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.
Quantum mechanics, one of the most successful theories in the history of science, was created to account for physical systems not describable by classical physics. Though it is consistent with all experiments conducted thus far, many of its core concepts (amplitudes, global phases, etc.) can not be directly accessed and its interpretation is still the subject of intense debate, more than 100 years since it was introduced. So, a fundamental question is why this particular mathematical model is the one that nature chooses, if indeed it is the correct model. In the past two decades there has been a renewed effort to determine what physical or informational principles define quantum mechanics. In this paper, recent attempts at establishing reasonable physical principles are reviewed and their degree of success is tabulated. An alternative approach using joint quasi-probability distributions is shown to provide a common basis of representing most of the proposed principles. It is argued that having a common representation of the principles can provide intuition and guidance to relate current principles or advance new principles. The current state of affairs, along with some alternative views are discussed.