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Journal of Mathematical Physics

On the statistical independence of algebras of observables

Martin Florig, Stephen J. Summers

Published Mar 1, 1997• 59 citations
Publisher

Abstract

We reexamine various notions of statistical independence presently in use in algebraic quantum theory, establishing alternative characterizations for such independence, some of which are also valid without assuming that the observable algebras mutually commute. In addition, in the context which holds in concrete applications to quantum theory, the equivalence of three major notions of statistical independence is proven.

DOI
10.1063/1.531812

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We reexamine various notions of statistical independence presently in use in algebraic quantum theory, establishing alternative characterizations for such independence, some of which are also valid without assuming that the observable algebras mutually commute. In addition, in the context which holds in concrete applications to quantum theory, the equivalence of three major notions of statistical independence is proven.
A review is made of the multitude of different mathematical formalizations of the physical concept ‘two observables (or two systems) are independent’ that have been proposed in quantum theories, particularly relativistic quantum field theory. The most basic mathematical formulation of independence in any quantum theory is what one may call kinematical independence: the two observables, resp. the observables of the two quantum systems, which are represented by elements of a C*-algebra, resp. two subalgebras of a C*-algebra, are required to commute. This is related to a mathematical formulation of the notion of the coexistence (or compatibility) of two observables. Another basic notion of independence, generally called statistical independence in the literature, is, roughly speaking, two quantum systems are said to be statistically independent if each can be prepared in any state, how ever the other system has been prepared. There are numerous mathematical formulations of this notion and their interrelationships are explained. Statistical independence and kinematical independence are shown to be logically independent. Additional notions such as strict locality and their relation to statistical independence are discussed. The mathematics of a more quantitative measure of statistical independence, Bell’s inequalities, is reviewed and its relations with previously introduced notions are indicated. All of these notions are then viewed in application to relativistic quantum field theory.
One of the hallmarks of quantum theory is the realization that distinct measurements cannot in general be performed simultaneously, in stark contrast to classical physics. In this context the notions of coexistence and joint measurability are employed to analyze the possibility of measuring together two general quantum observables, characterizing different degrees of compatibility between measurements. It is known that two jointly measurable observables are always coexistent, and that the converse holds for various classes of observables, including the case of observables with two outcomes. Here we resolve, in the negative, the open question of whether this equivalence holds in general. Our resolution strengthens the notions of coexistence and joint measurability by showing that both are robust against small imperfections in the measurement setups.
The case study of fermions and the attempt to deduce their structure from classical probability opens new ways for classical and quantum probability, in particular, for the notion of stochastic coupling which, on the basis of the example of fermions, we enlarge to the notion of algebraic coupling, and for the various notions of stochastic independence. These notions are shown to be strictly correlated with algebraic and stochastic couplings. This approach allows to expand considerably the notion of open system. The above statements will be illustrated with some examples. The last section shows how, from these new stochastic couplings, new statistics emerge alongside the known Maxwell-Boltzmann, Bose-Einstein and Fermi-Dirac statistics.
Introduction Quantum probability is a generalization of both classical probability theory and quantum mechanics that allows to describe the probabilistic aspects of quantum mechanics. This generalization is formulated in two steps. First, the theory is reformulated in terms of algebras of functions on probability spaces. Therefore, the notion of a probability space (Ω, ℱ , P ) is replaced by the pair ( L ∞ (Ω), E (.) = ∫ Ω . d P ) consisting of the commutative von Neumann algebra of bounded random variables and the expectation functional. Then, the commutativity condition is dropped. In this way we arrive at the notion of a (von Neumann) algebraic probability space ( N ,Φ) consisting of a von Neumann algebra N and a normal (faithful tracial) state Φ. As we have seen this includes classical probability spaces in the form ( L ∞ (Ω), E ), it also includes quantum mechanical systems modeled by a Hilbert space H and a pure state ψ ∊ H (or a mixed state ρ ∊ S ( H )), if we take N = B ( H ) and Ф the state defined by Ф( X ) = 〈 ψ, X ψ 〉 (or Ф ( X ) = tr(ρ X )) for X ∊ B ( H ). Note that in this course we shall relax the conditions on N and Φ and work with involutive algebras and positive normalized functionals, that is, *-algebraic probability spaces. A striking feature of quantum probability (also called noncommutative probability) is the existence of several notions of independence. This is the starting point of this course, which intends to give an introduction to the theory of quantum stochastic processes with independent increments. However, before we come to these processes, we will give a general introduction to quantum probability. In Section 1.2, we recall the basic definitions of quantum probability and discuss some fundamental differences between classical probability and quantum probability. In Section 1.3 we address the question ‘Why do we need Quantum Probability?’ We discuss the EPR experiment and the Kochen–Specker Theorem, which show that we cannot model quantum physics with classical probability spaces because the values of observable quantities do not exist unless we specify which measurement we will carry out and which quantities we will determine. In this sense quantum physics requires a more radical description of chance.
Taken traditionally as a no-go theorem against the theorization of inductive processes, Duhem-Quine thesis may interfere with the essence of statistical inference. This difficulty can be resolved by Micro-Macro duality \cite{Oj03, Oj05} which clarifies the importance of specifying the pertinent aspects and accuracy relevant to concrete contexts of scientific discussions and which ensures the matching between what to be described and what to describe in the form of the validity of duality relations. This consolidates the foundations of the inverse problem, induction method, and statistical inference crucial for the sound relations between theory and experiments. To achieve the purpose, we propose here Large Deviation Strategy (LDS for short) on the basis of Micro-Macro duality, quadrality scheme, and large deviation principle. According to the quadrality scheme emphasizing the basic roles played by the dynamics, algebra of observables together with its representations and universal notion of classifying space, LDS consists of four levels and we discuss its first and second levels in detail, aiming at establishing statistical inference concerning observables and states. By efficient use of the central measure, we will establish a quantum version of Sanov's theorem, the Bayesian escort predictive state and the widely applicable information criteria for quantum states in LDS second level. Finally, these results are reexamined in the context of quantum estimation theory, and organized as quantum model selection, i.e., a quantum version of model selection.