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Cambridge University Press eBooks

From matrix mechanics to quantum mechanics

Guido Bacciagaluppi, Antony Valentini

Published Oct 22, 2009• 0 citations

Abstract

The report by Born and Heisenberg on ‘quantum mechanics’ may seem surprisingly difficult to the modern reader. This is partly because Born and Heisenberg are describing various stages of development of the theory that are quite different from today's quantum mechanics. Among these, it should be noted in particular that the theory developed by Heisenberg, Born and Jordan in the years 1925–6 and known today as matrix mechanics (Heisenberg 1925b [1], Born and Jordan 1925 [2], Born, Heisenberg and Jordan 1926 [4]) a differs from standard quantum mechanics in several important respects. At the same time, the interpretation of the theory (the topic of Section II of the report) also appears to have undergone important modifications, in particular regarding the notion of the state of a system. Initially, Born and Heisenberg insist on the notion that a system is always in a stationary state (performing quantum jumps between different stationary states). Then the notion of the wave function is introduced and related to probabilities for the stationary states. At a later stage, probabilistic notions (in particular, what one now calls transition probabilities) are extended to arbitrary observables, but it remains somewhat unclear whether the wave function itself should be regarded as a fundamental entity or merely as an effective one. This may reflect the different routes followed by Born and by Heisenberg in the development of their ideas. The common position presented by Born and Heisenberg emphasises the probabilistic aspect of the theory as fundamental, and the conclusion of the report expresses strong confidence in the resulting picture.

DOI: 10.1017/cbo9781139194983.004

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The report by Born and Heisenberg on ‘quantum mechanics’ may seem surprisingly difficult to the modern reader. This is partly because Born and Heisenberg are describing various stages of development of the theory that are quite different from today's quantum mechanics. Among these, it should be noted in particular that the theory developed by Heisenberg, Born and Jordan in the years 1925–6 and known today as matrix mechanics (Heisenberg 1925b [1], Born and Jordan 1925 [2], Born, Heisenberg and Jordan 1926 [4]) a differs from standard quantum mechanics in several important respects. At the same time, the interpretation of the theory (the topic of Section II of the report) also appears to have undergone important modifications, in particular regarding the notion of the state of a system. Initially, Born and Heisenberg insist on the notion that a system is always in a stationary state (performing quantum jumps between different stationary states). Then the notion of the wave function is introduced and related to probabilities for the stationary states. At a later stage, probabilistic notions (in particular, what one now calls transition probabilities) are extended to arbitrary observables, but it remains somewhat unclear whether the wave function itself should be regarded as a fundamental entity or merely as an effective one. This may reflect the different routes followed by Born and by Heisenberg in the development of their ideas. The common position presented by Born and Heisenberg emphasises the probabilistic aspect of the theory as fundamental, and the conclusion of the report expresses strong confidence in the resulting picture.

The quantum theoretical description of microscopic systems discussed so far is based on differential operators and the solution of the underlying eigenvalue equations. This approach is called Schrödinger approach or wave mechanics. Heisenberg developed another equivalent approach called matrix mechanics. Because the trajectory of an electron is unobservable and moreover line spectra implied discrete allowed states, Heisenberg discarded the idea of electron orbits and formulated a theory for line spectra of excited systems based on observables. When Heisenberg arranged the allowed set of transitions in a matrix form, to his surprise, each element of the matrix was found to be related to the probability of a particular transition. This gave the birth to matrix mechanics. Then Heisenberg, Born and Jordan worked out the rules of these matrices.

At the 1927 Solvay conference Born and Heisenberg presented a joint report on quantum mechanics. I suggest that the significance of this report lies in that it contains a ‘final’ formulation of the statistical interpretation of quantum mechanics that goes beyond Born’s origi-nal proposal. In particular, this formulation imports elements from Heisenberg’s work as well as from the transformation theory of Dirac and Jordan. I suggest further a reading of Born and Heisenberg’s position in which the wave function is an effective notion. This can make sense of a remarkable aspect of their presentation, namely the fact that the ‘quantum mechanics’ of Born and Heisenberg apparently lacks wave function collapse.

This chapter presents the origins of the transformation theory and related concepts. It shows how, in 1925, a procedure initiated by Werner Heisenberg was developed by himself, Max Born, Pascual Jordan, and a little later by Paul Dirac, into a new system of quantum theory—the first complete system of quantum theory which physics has possessed. A little later Erwin Schrödinger developed the “wave mechanics” from an entirely different starting point. This accomplished the same ends, and soon proved to be equivalent to the Heisenberg, Born, Jordan, and Dirac system. On the basis of the Born statistical interpretation of the quantum theoretical description of nature, it was possible for Dirac and Jordan to join the two theories into one, the “transformation theory,” in which they make possible a grasp of physical problems which is especially simple mathematically.

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The aim of the famous Born and Jordan 1925 paper was to put Heisenberg's matrix mechanics on a firm mathematical basis. Born and Jordan showed that if one wants to ensure energy conservation in Heisenberg's theory it is necessary and sufficient to quantize observables following a certain ordering rule. One apparently unnoticed consequence of this fact is that Schrödinger's wave mechanics cannot be equivalent to Heisenberg's more physically motivated matrix mechanics unless its observables are quantized using this rule, and not the more symmetric prescription proposed by Weyl in 1926, which has become the standard procedure in quantum mechanics. This observation confirms the superiority of Born-Jordan quantization, as already suggested by Kauffmann. We also show how to explicitly determine the Born--Jordan quantization of arbitrary classical variables, and discuss the conceptual advantages in using this quantization scheme. We finally suggest that it might be possible to determine the correct quantization scheme by using the results of weak measurement experiments.

The 1925 paper “On quantum mechanics” by M. Born and P. Jordan, and the sequel “On quantum mechanics II” by M. Born, W. Heisenberg, and P. Jordan, developed Heisenberg’s pioneering theory into the first complete formulation of quantum mechanics. The Born and Jordan paper is the subject of the present article. This paper introduced matrices to physicists. We discuss the original postulates of quantum mechanics, present the two-part discovery of the law of commutation, and clarify the origin of Heisenberg’s equation. We show how the 1925 proof of energy conservation and Bohr’s frequency condition served as the gold standard with which to measure the validity of the new quantum mechanics.