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Journal of Mathematical Physics

Composite systems and the role of the complex numbers in quantum mechanics

Gerd Niestegge

Published Nov 12, 2004• 16 citations
Publisher

Abstract

An axiomatic approach to the mathematical formalism of quantum mechanics, based upon a certain concept of conditional probability, has been proposed in two recent papers by the author. It leads to Jordan operator algebras and thus comes rather close to the standard Hilbert space model of quantum mechanics, but still includes the so-called exceptional Jordan algebras, for which a Hilbert space representation does not exist. This approach is now extended by defining a mathematical model of composite systems. Such a model is required for the study of the joint distribution of two quantum observables. A very general type of observables (not only the real-valued observables corresponding to the self-adjoint operators) is considered. The joint distribution is defined, using the concept of conditional probability, and exhibits a certain dependence on the succession of the observations which is different from the classical case and unknown so far in quantum mechanics. Finally, it turns out that, at least in the finite-dimensional case, a really satisfying model of the composite system exists only if each single system is modeled by a complex Jordan matrix algebra (or a direct sum), and the model then becomes the tensor product. This provides some reasoning why the exceptional Jordan algebras can be ruled out, why quantum mechanics needs the complex numbers and the complex Hilbert space, and why the tensor product is the right choice for the model of a composite system.

DOI
10.1063/1.1811371

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An axiomatic approach to the mathematical formalism of quantum mechanics, based upon a certain concept of conditional probability, has been proposed in two recent papers by the author. It leads to Jordan operator algebras and thus comes rather close to the standard Hilbert space model of quantum mechanics, but still includes the so-called exceptional Jordan algebras, for which a Hilbert space representation does not exist. This approach is now extended by defining a mathematical model of composite systems. Such a model is required for the study of the joint distribution of two quantum observables. A very general type of observables (not only the real-valued observables corresponding to the self-adjoint operators) is considered. The joint distribution is defined, using the concept of conditional probability, and exhibits a certain dependence on the succession of the observations which is different from the classical case and unknown so far in quantum mechanics. Finally, it turns out that, at least in the finite-dimensional case, a really satisfying model of the composite system exists only if each single system is modeled by a complex Jordan matrix algebra (or a direct sum), and the model then becomes the tensor product. This provides some reasoning why the exceptional Jordan algebras can be ruled out, why quantum mechanics needs the complex numbers and the complex Hilbert space, and why the tensor product is the right choice for the model of a composite system.
Quantum mechanics contains certain novel mathematical concepts. Among these are complex numbers, Hilbert spaces with their unitary and self-adjoint operators, states represented by complex vectors, superpositions of states, collapse of wave functions, Born's rule for probabilities and others. If we accept that quantum mechanics is probabilistic, then these concepts can be derived and they become secondary. In this work, we begin with what we call a conditional stochastic process, which is based on real numbers and probabilities. As we shall see, such processes are defined by three simple axioms. We then use conditional stochastic processes to derive quantum mechanics by employing a correspondence called a dictionary. We also show that the converse holds. That is, beginning with a quantum system, we employ the dictionary to derive a conditional stochastic process.
We consider possible non-signaling composites of probabilistic models based on euclidean Jordan algebras. Subject to some reasonable constraints, we show that no such composite exists having the exceptional Jordan algebra as a direct summand. We then construct several dagger compact categories of such Jordan-algebraic models. One of these neatly unifies real, complex and quaternionic mixed-state quantum mechanics, with the exception of the quaternionic "bit". Another is similar, except in that (i) it excludes the quaternionic bit, and (ii) the composite of two complex quantum systems comes with an extra classical bit. In both of these categories, states are morphisms from systems to the tensor unit, which helps give the categorical structure a clear operational interpretation. A no-go result shows that the first of these categories, at least, cannot be extended to include spin factors other than the (real, complex, and quaternionic) quantum bits, while preserving the representation of states as morphisms. The same is true for attempts to extend the second category to even-dimensional spin-factors. Interesting phenomena exhibited by some composites in these categories include failure of local tomography, supermultiplicativity of the maximal number of mutually distinguishable states, and mixed states whose marginals are pure.
We consider possible non-signaling composites of probabilistic models based on euclidean Jordan algebras (EJAs), satisfying some reasonable additional constraints motivated by the desire to construct dagger-compact categories of such models. We show that no such composite has the exceptional Jordan algebra as a direct summand, nor does any such composite exist if one factor has an exceptional summand, unless the other factor is a direct sum of one-dimensional Jordan algebras (representing essentially a classical system). Moreover, we show that any composite of simple, non-exceptional EJAs is a direct summand of their universal tensor product, sharply limiting the possibilities. These results warrant our focussing on concrete Jordan algebras of hermitian matrices, i.e., euclidean Jordan algebras with a preferred embedding in a complex matrix algebra. We show that these can be organized in a natural way as a symmetric monoidal category, albeit one that is not compact closed. We then construct a related category InvQM of embedded euclidean Jordan algebras, having fewer objects but more morphisms, that is not only compact closed but dagger-compact. This category unifies finite-dimensional real, complex and quaternionic mixed-state quantum mechanics, except that the composite of two complex quantum systems comes with an extra classical bit. Our notion of composite requires neither tomographic locality, nor preservation of purity under tensor product. The categories we construct include examples in which both of these conditions fail. In such cases, the information capacity (the maximum number of mutually distinguishable states) of a composite is greater than the product of the capacities of its constituents. © 2020 FahrenHouse. All rights reserved.
Various reconstructions of finite-dimensional quantum mechanics result in a formally real Jordan algebra A and a last step remains to conclude that A is the self-adjoint part of a C*-algebra. Using a quantum logical setting, it is shown that this can be achieved by postulating that there is a locally tomographic model for a composite system consisting of two copies of the same system. Local tomography is a feature of classical probability theory and quantum mechanics; it means that state tomography for a multipartite system can be performed by simultaneous measurements in all subsystems. The quantum logical definition of local tomography is sufficient, but not as strong as the prevalent definition in the literature and involves some subtleties concerning the so-called spin factors.
Various reconstructions of finite-dimensional quantum mechanics result in a formally real Jordan algebra A and a last step remains to conclude that A is the self-adjoint part of a C*-algebra. Using a quantum logical setting, it is shown that this can be achieved by postulating that there is a locally tomographic model for a composite system consisting of two copies of the same system. Local tomography is a feature of classical probability theory and quantum mechanics; it means that state tomography for a multipartite system can be performed by simultaneous measurements in all subsystems. The quantum logical definition of local tomography is sufficient, but it is less restrictive than the prevalent definition in the literature and involves some subtleties concerning the so-called spin factors.
I discuss a set of strong, but probabilistically intelligible, axioms from which one can {\em almost} derive the appratus of finite dimensional quantum theory. Stated informally, these require that systems appear completely classical as restricted to a single measurement, that different measurements, and likewise different pure states, be equivalent (up to the action of a compact group of symmetries), and that every state be the marginal of a bipartite non-signaling state perfectly correlating two measurements. This much yields a mathematical representation of measurements and states that is already very suggestive of quantum mechanics. In particular, in any theory satisfying these axioms, measurements can be represented by orthonormal subsets of, and states, by vectors in, an ordered real Hilbert space -- in the quantum case, the space of Hermitian operators, with its usual tracial inner product. One final postulate (a simple minimization principle, still in need of a clear interpretation) forces the positive cone of this space to be homogeneous and self-dual and hence, to be the the state space of a formally real Jordan algebra. From here, the route to the standard framework of finite-dimensional quantum mechanics is quite short.