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PSA Proceedings of the Biennial Meeting of the Philosophy of Science Association

Jarrett’s Locality Condition and Causal Paradox

Allen Stairs

Published Jan 1, 1988• 1 citation
Publisher

Abstract

In this paper, I want to present a family of results that may seem to add up to a new proof of the impossibility of hidden variables. In fact, I very much doubt that that’s really what really emerges, but I think the results are nonetheless interesting because they help to sharpen the discussion of Jon Jarrett’s very useful decompostion theorem, in particular, of the condition he calls locality. Jarrett (1984) and Ballentine and Jarrett (1987) have suggested that the so-called condition of locality is the one that provides the conceptual link between hidden variable theories and relativity: if locality is violated, so is relativity. On the other hand, a theory may violate the condition Jarrett calls completeness without running afoul of relativity. Now I agree with Jarrett and Ballentine about completeness, but I strongly suspect that we have quite a way to go before we really understand what would be involved in a violation of locality.

DOI
10.1086/psaprocbienmeetp.1988.1.192999

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In this paper, I want to present a family of results that may seem to add up to a new proof of the impossibility of hidden variables. In fact, I very much doubt that that’s really what really emerges, but I think the results are nonetheless interesting because they help to sharpen the discussion of Jon Jarrett’s very useful decompostion theorem, in particular, of the condition he calls locality. Jarrett (1984) and Ballentine and Jarrett (1987) have suggested that the so-called condition of locality is the one that provides the conceptual link between hidden variable theories and relativity: if locality is violated, so is relativity. On the other hand, a theory may violate the condition Jarrett calls completeness without running afoul of relativity. Now I agree with Jarrett and Ballentine about completeness, but I strongly suspect that we have quite a way to go before we really understand what would be involved in a violation of locality.
J.S. Bell believed that his famous theorem entailed a deep and troubling conflict between the empirically verified predictions of quantum theory and the notion of local causality that is motivated by relativity theory. Yet many physicists continue to accept, usually on the reports of textbook writers and other commentators, that Bell's own view was wrong, and that, in fact, the theorem only brings out a conflict with determinism or the hidden-variables program or realism or some other such principle that (unlike local causality), allegedly, nobody should have believed anyway. (Moreover, typically such beliefs arise without the person in question even being aware that the view they are accepting differs so radically from Bell's own.) Here we try to shed some light on the situation by focusing on the concept of local causality that is the heart of Bell's theorem, and, in particular, by contrasting Bell's own understanding with the analysis of Jon Jarrett which has been the most influential source, in recent decades, for the kinds of claims mentioned previously. We point out a crucial difference between Jarrett's and Bell's own understanding of Bell's formulation of local causality, which turns out to be the basis for the erroneous claim, made by Jarrett and many others, that Bell misunderstood the implications of his own theorem.
This paper involves one crucial assumption; namely, that the statistical predictions of quantum mechanics for Bell's variant of the EPR experiment will continue to be verified as detector efficiencies are improved and the need for coincidence counters is eliminated. This assumption entails that any hidden-variables theory for quantum mechanics must violate Bell's inequality—the inequality derived in Bell (1964). It is shown here that four locality conditions are involved in the derivation of Bell's inequality; and that a violation of any of the four locality conditions will either entail the existence of superluminal influences or the existence of superluminal signals (superluminal influences that can be used to transmit information), if conspiratorial theories can be ruled out. The attempts so far to rule out conspiratorial theories are all found to be rather dubious, but there are other considerations developed here that rule them out convincingly. Finally, it is demonstrated that violations of each of the four locality conditions can be used to transmit information superluminally, if certain auxiliary conditions are satisfied. This is of particular interest because one of these conditions corresponds to a condition dubbed “completeness” by Jon Jarrett. Jarrett and others have suggested that violations of completeness cannot be used to send information superluminally. Demonstrating otherwise is, perhaps, the most significant result obtained in this paper.
Most physicists agree that the Einstein–Podolsky–Rosen–Bell paradox exemplifies much of the strange behavior of quantum mechanics, but argument persists about what assumptions underlie the paradox. To clarify what the debate is about, we employ a simple and well-known thought experiment involving two correlated photons to help us focus on the logical assumptions needed to construct the EPR and Bell arguments. The view presented in this paper is that the minimal assumptions behind Bell’s inequality are locality and counterfactual definiteness but not scientific realism, determinism, or hidden variables as are often suggested. We further examine the resulting constraints on physical theory with an illustration from the many-worlds interpretation of quantum mechanics—an interpretation that we argue is deterministic, local, and realist but that nonetheless violates the Bell inequality.
As clarified in preceding chapters, conventional “quantum mechanics” is not a complete theory. This fact was pointed out by Einstein-Podolsky-Rosen (1935). In connection with the completeness problem, the locality of hidden-variable theories of quantum mechanics was suspected. It seems that Bell’s discussion (1964) based on his inequality has convinced people that any hidden-variable theory becomes necessarily incompatible with quantum mechanics if it satisfies the locality. But, as will be shown, Bell’s conclusion (1964) is not correct.
Bell (1964) demonstrated that if two restrictions are imposed on the hypothetical hidden variables supposed to underlie quantum mechanical states, then it is possible to derive an inequality that is violated by certain predictions of QM (Quantum Mechanics); the predictions concern pairs of systems whose states are strongly correlated. The two restrictions are denoted herein as SL (Strong Locality) and HA (Hidden Autonomy)1, and the inequality as BI (the Bell Inequality). Since SL and HA together entail BI, and QM violates BI, it follows that any HVT (Hidden-Variables Theory) for QM must violate either SL or HA. It is well known that a condition known as PA (Perfect Anti-correlation) was also used by Bell to derive the inequality. PA says that parallel experiments (experiments with parallel spin-analyzer orientations) never yield the same results.
In a recent note, Hance and Hossenfelder (arXiv:2211.01331) recall that "locally causal completions of quantum mechanics are possible, if they violate the assumption [called statistical independence or measurement independence] that the hidden variables do not in any way depend on measurement settings" and that, consequently, the experimental violations of Bell inequalities "show that maintaining local causality requires violating statistical independence". However, Hance and Hossenfelder also argue that "we should (...) look for independent experimental evidence that can distinguish the two different options: non-locality and statistical independence, or locality and violations of statistical independence" and that "the unwillingness to consider theories without statistical independence may be the reason we do not yet have a locally causal theory for the foundations of physics that is consistent with general relativity". Here, we recall that there is a third option, namely, rejecting that measurement outcomes are governed in any way by hidden variables. Moreover, we argue that some recent results in the search for principles singling out the sets of quantum correlations for Bell and Kochen-Specker contextuality scenarios point out that this third option is scientifically more plausible and answers the question of why and how nature produces quantum nonlocality.