Quantum probability and quantum mechanics The formalism of quantum probability theory Discussions of quantum mechanics are often confused by a lack of clarity about what exactly constitutes ‘quantum mechanics’. It is therefore useful to try at the start to isolate a consistent mathematical core of quantum mechanics, and consider anything that goes beyond this core to be ‘interpretation’. For us, this core is quantum probability theory. Quantum probability is a generalization of classical probability, and therefore I begin with a brief review of the latter. I assume that the reader has some familiarity with the ideas of probability theory. What follows is just to provide a quick review, and to establish some notation and terminology. In modern classical probability theory, probabilities are defined over algebras of events. The motivation is straightforward: we begin with a set of ‘primitive’, or ‘simple’, events (the ‘sample space’), and form an algebra of events by taking all logical combinations of the simple events. For example, let us take the simple events to be the possible results of rolling a six-sided die one time, so that the sample space is the set {1,2,3,4,5,6}. We then form an algebra of events from the sample space by taking all possible logical combinations of the simple events. Logical combinations include, for example, ‘either 3 or 5’ and ‘not 3 and not 2’.
Quantum probability and quantum mechanics The formalism of quantum probability theory Discussions of quantum mechanics are often confused by a lack of clarity about what exactly constitutes ‘quantum mechanics’. It is therefore useful to try at the start to isolate a consistent mathematical core of quantum mechanics, and consider anything that goes beyond this core to be ‘interpretation’. For us, this core is quantum probability theory. Quantum probability is a generalization of classical probability, and therefore I begin with a brief review of the latter. I assume that the reader has some familiarity with the ideas of probability theory. What follows is just to provide a quick review, and to establish some notation and terminology. In modern classical probability theory, probabilities are defined over algebras of events. The motivation is straightforward: we begin with a set of ‘primitive’, or ‘simple’, events (the ‘sample space’), and form an algebra of events by taking all logical combinations of the simple events. For example, let us take the simple events to be the possible results of rolling a six-sided die one time, so that the sample space is the set {1,2,3,4,5,6}. We then form an algebra of events from the sample space by taking all possible logical combinations of the simple events. Logical combinations include, for example, ‘either 3 or 5’ and ‘not 3 and not 2’.
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.
This chapter contains a brief introduction to mathematical formalism and QM axiomatics. It is oriented to non-physicists. Since QM is a statistical theory it is natural to start with the classical probability model (Kolmogorov [ 191 ], 1933). Then we present the basics of the theory of Hilbert spaces and Hermitian operators and the representation of pure and mixed states by normalized vectors and density operators. This introduction is sufficient to formulate the axiomatics of QM in the form of five postulates. The projection postulate (the most questionable postulate of QM) is presented in a separate section. We sharply distinguish between the cases of quantum observables represented by Hermitian operators with nondegenerate and degenerate spectra, von Neumann’s and Ltiders’s forms of the projection postulate. The axiomatics is completed by a short section on the main interpretations of QM. The projection postulate (LUders’s form) plays a crucial role in the definition of quantum conditional (transition) probability. By operating with the latter we consider interference of probabilities for two incompatible observables as a modification of the formula of total probability by adding the interference term. This viewpoint to interference of probabilities was elaborated in a series of works by Khrennikov. Since classical probability theory is based on the 142 Boolean algebra of events, a violation of the law of total probability can be treated as the probabilistic sign of a violation of the laws of the Boolean logics. From this viewpoint, quantum theory can be considered as representing a new kind of logic, so-called quantum logic. The latter is also briefly presented in a separate section. We continue this review with a new portion of quantum mathematics, namely the notion of the tensor product of Hilbert spaces and the tensor product of operators. After the section on Dirac’s notation with ket and bra vector, we discuss briefly the notion of qubit and entanglement of a few qubits. This chapter concludes with a presentation of the detailed analysis of the probabilistic structure of the two-slit experiment in a bunch of different experimental contexts. This contextual structure leads to a violation of the law of total probability and non-Kolmogorovean probabilistic structure of this experiment.
The mathematical formalism of quantum theory in terms of vectors and operators in infinite-dimensional complex vector spaces is very abstract. The definitions of many mathematical quantities used do not seem to have an intuitive meaning, which makes it difficult to appreciate the mathematical formalism and understand quantum mechanics. This book provides intuition and motivation to the mathematics of quantum theory, introducing the mathematics in its simplest and familiar form, for instance, with three-dimensional vectors and operators, which can be readily understood. Feeling confident about and comfortable with the mathematics used helps readers appreciate and understand the concepts and formalism of quantum mechanics. This book is divided into four parts. Part I is a brief review of the general properties of classical and quantum systems. A general discussion of probability theory is also included which aims to help in understanding the probability theories relevant to quantum mechanics. Part II is a detailed study of the mathematics for quantum mechanics. Part III presents quantum mechanics in a series of postulates. Six groups of postulates are presented to describe orthodox quantum systems. Each statement of a postulate is supplemented with a detailed discussion. To make them easier to understand, the postulates for discrete observables are presented before those for continuous observables. Part IV presents several illustrative applications, which include harmonic and isotropic oscillators, charged particle in external magnetic fields and the Aharonov–Bohm effect. For easy reference, definitions, theorems, examples, comments, properties and results are labelled with section numbers. Various symbols and notations are adopted to distinguish different quantities explicitly and to avoid misrepresentation. Self-contained both mathematically and physically, the book is accessible to a wide readership, including astrophysicists, mathematicians and philosophers of science who are interested in the foundations of quantum mechanics.
Classical sample space and event algebra Probability theory is based upon the concept of a sample space of mutually exclusive possibilities, one and only one of which actually occurs, or is true, in any given situation. The elements of the sample space are sometimes called points or elements or events . In classical and quantum mechanics the sample space usually consists of various possible states or properties of some physical system. For example, if a coin is tossed, there are two possible outcomes: H (heads) or T (tails), and the sample space S is { H, T }. If a die is rolled, the sample space S consists of six possible outcomes: s = 1, 2, 3, 4, 5, 6. If two individuals A and B share an office, the occupancy sample space consists of four possibilities: an empty office, A present, B present, or both A and B present. Associated with a sample space S is an event algebra B consisting of subsets of elements of the sample space. In the case of a die, “ s is even” is an event in the event algebra. So are “ s is odd”, “ s is less than 4”, and “ s is equal to 2.” It is sometimes useful to distinguish events which are elements of the sample space, such as s = 2 in the previous example, and those which correspond to more than one element of the sample space, such as “ s is even”. We shall refer to the former as elementary events and to the latter as compound events.
The topic of probabilty in quantum mechanics is rather vast, and in this article, we shall choose to discuss it from the perspective of whether and in what sense quantum mechanics requires a generalisation of the usual (Kolmogorovian) concept of probability. We shall focus on the case of finite-dimensional quantum mechanics (which is analogous to that of discrete probability spaces), partly for simplicity and partly for ease of generalisation. While we shall largely focus on formal aspects of quantum probability (in particular the non-existence of joint distributions for incompatible observables), our discussion will relate also to notorious issues in the interpretation of quantum mechanics. Indeed, whether quantum probability can or cannot be ultimately reduced to classical probability connects rather nicely to the question of 'hidden variables' in quantum mechanics. An abridged version of this essay will appear in A. Hajek and C. Hitchcock (eds.), 'The Oxford Handbook of Probability and Philosophy', Oxford University Press. The present version includes in particular many more footnotes and references and the Appendix with the proofs of the Lemma and Proposition of Section 5.
Quantum mechanics is basically a mathematical recipe on how to construct physical models. Historically its origin and main domain of application has been in the microscopic regime, although it strictly seen constitutes a general mathematical framework not limited to this regime. Since it is a statistical theory, the meaning and role of probabilities in it need to be defined and understood in order to gain an understanding of the predictions and validity of quantum mechanics. The interpretational problems of quantum mechanics are also connected with the interpretation of the concept of probability. In this thesis the use of probability theory as extended logic, in particular in the way it was presented by E. T. Jaynes, will be central. With this interpretation of probabilities they become a subjective notion, always dependent on one's state of knowledge or the context in which they are assigned, which has consequences on how things are to be viewed, understood and tackled in quantum mechanics. For instance, the statistical operator or density operator, is usually defined in terms of probabilities and therefore also needs to be updated when the probabilities are updated by acquisition of additional data. Furthermore, it is a context dependent notion, meaning, e.g., that two observers will in general assign different statistical operators to the same phenomenon, which is demonstrated in the papers of the thesis. It is also presented an alternative and conceptually clear approach to the problematic notion of "probabilities of probabilities", which is related to such things as probability distributions on statistical operators. In connection to this, we consider concrete numerical applications of Bayesian quantum state assignment methods to a three-level quantum system, where prior knowledge and various kinds of measurement data are encoded into a statistical operator, which can then be used for deriving probabilities of other measurements. The thesis also offers examples of an alternative quantum state assignment technique, using maximum entropy methods, which in some cases are compared with the Bayesian quantum state assignment methods. Finally, the interesting and important problem whether the statistical operator, or more generally quantum mechanics, gives a complete description of "objective physical reality" is considered. A related concern is here the possibility of finding a "local hidden-variable theory" underlying the quantum mechanical description. There have been attempts to prove that such a theory cannot be constructed, where the most well-known impossibility proof claiming to show this was given by J. S. Bell. In connection to this, the thesis presents an idea for an interpretation or alternative approach to quantum mechanics based on the concept of space-time.