The Contextuality-by-Default approach to determining and measuring the (non)contextuality of a system of random variables requires that every random variable in the system be represented by an equivalent set of dichotomous random variables. In this paper we present general principles that justify the use of dichotomizations and determine their choice. The main idea in choosing dichotomizations is that if the set of possible values of a random variable is endowed with a pre-topology (V-space), then the allowable dichotomizations split the space of possible values into two linked subsets (“linkedness” being a weak form of pre-topological connectedness). We primarily focus on two types of random variables most often encountered in practice: categorical and real-valued ones (including continuous random variables, greatly underrepresented in the contextuality literature). A categorical variable (one with a finite number of unordered values) is represented by all of its possible dichotomizations. If the values of a random variable are real numbers, then they are dichotomized by intervals above and below a variable cut point.
The Contextuality-by-Default approach to determining and measuring the (non)contextuality of a system of random variables requires that every random variable in the system be represented by an equivalent set of dichotomous random variables. In this paper we present general principles that justify the use of dichotomizations and determine their choice. The main idea in choosing dichotomizations is that if the set of possible values of a random variable is endowed with a pre-topology (V-space), then the allowable dichotomizations split the space of possible values into two linked subsets (“linkedness” being a weak form of pre-topological connectedness). We primarily focus on two types of random variables most often encountered in practice: categorical and real-valued ones (including continuous random variables, greatly underrepresented in the contextuality literature). A categorical variable (one with a finite number of unordered values) is represented by all of its possible dichotomizations. If the values of a random variable are real numbers, then they are dichotomized by intervals above and below a variable cut point.
We discuss three measures of the degree of contextuality in contextual systems of dichotomous random variables. These measures are developed within the framework of the Contextuality-by-Default (CbD) theory, and apply to inconsistently connected systems (those with 'disturbance' allowed). For one of these measures of contextuality, presented here for the first time, we construct a corresponding measure of the degree of non-contextuality in non-contextual systems. The other two CbD-based measures do not suggest ways in which degree of non-contextuality of a non-contextual system can be quantified. We find the same to be true for the contextual fraction measure developed by Abramsky, Barbosa and Mansfield. This measure of contextuality is confined to consistently connected systems, but CbD allows one to generalize it to arbitrary systems. This article is part of the theme issue 'Contextuality and probability in quantum mechanics and beyond'.
Random variables representing measurements, broadly understood to include any responses to any inputs, form a system in which each of them is uniquely identified by its content (that which it measures) and its context (the conditions under which it is recorded). Two random variables are jointly distributed if and only if they share a context. In a canonical representation of a system, all random variables are binary, and every content-sharing pair of random variables has a unique maximal coupling (the joint distribution imposed on them so that they coincide with maximal possible probability). The system is contextual if these maximal couplings are incompatible with the joint distributions of the context-sharing random variables. We propose to represent any system of measurements in a canonical form and to consider the system contextual if and only if its canonical representation is contextual. As an illustration, we establish a criterion for contextuality of the canonical system consisting of all dichotomizations of a single pair of content-sharing categorical random variables.This article is part of the themed issue 'Second quantum revolution: foundational questions'.
Cyclic systems of dichotomous random variables have played a prominent role in contextuality research, describing such experimental paradigms as the Klyachko-Can-Binicioglu-Shumovsky, Einstein-Podolsky-RosenBell, and Leggett-Garg ones in physics, as well as conjoint binary choices in human decision making. Here, we understand contextuality within the framework of the Contextuality-by-Default (CbD) theory, based on the notion of probabilistic couplings satisfying certain constraints. CbD allows us to drop the commonly made assumption that systems of random variables are consistently connected (i.e., it allows for all possible forms of "disturbance" or "signaling" in them). Consistently connected systems constitute a special case in which CbD essentially reduces to the conventional understanding of contextuality. We present a theoretical analysis of the degree of contextuality in cyclic systems (if they are contextual) and the degree of noncontextuality in them (if they are not). By contrast, all previously proposed measures of contextuality are confined to consistently connected systems, and most of them cannot be extended to measures of noncontextuality. Our measures of (non)contextuality are defined by the L-1-distance between a point representing a cyclic system and the surface of the polytope representing all possible noncontextual cyclic systems with the same single-variable marginals. We completely characterize this polytope, as well as the polytope of all possible probabilistic couplings for cyclic systems with given single-variable marginals. We establish that, in relation to the maximally tight Bell-type CbD inequality for (generally, inconsistently connected) cyclic systems, the measure of contextuality is proportional to the absolute value of the difference between its two sides. For noncontextual cyclic systems, the measure of noncontextuality is shown to be proportional to the smaller of the same difference and the L-1-distance to the surface of the box circumscribing the noncontextuality polytope. These simple relations, however, do not generally hold beyond the class of cyclic systems, and noncontextuality of a system does not follow from noncontextuality of its cyclic subsystems.
Contextuality is usually defined as absence of a joint distribution for a set of measurements (random variables) with known joint distributions of some of its subsets. However, if these subsets of measurements are not disjoint, contextuality is mathematically impossible even if one generally allows (as one must) for random variables not to be jointly distributed. To avoid contradictions one has to adopt the Contextuality‐by‐Default approach: measurements made in different contexts are always distinct and stochastically unrelated to each other. Contextuality is reformulated then in terms of the (im)possibility of imposing on all the measurements in a system a joint distribution of a particular kind: such that any measurements of one and the same property made in different contexts satisfy a specified property, . In the traditional analysis of contextuality means “are equal to each other with probability 1”. However, if the system of measurements violates the “no‐disturbance principle”, due to signaling or experimental biases, then the meaning of has to be generalized, and the proposed generalization is “are equal to each other with maximal possible probability” (applied to any set of measurements of one and the same property). This approach is illustrated on arbitrary systems of binary measurements, including most of quantum systems of traditional interest in contextuality studies (irrespective of whether the “no‐disturbance” principle holds in them).
Cyclic systems of dichotomous random variables have played a prominent role in contextuality research, describing such experimental paradigms as the Klyachko-Can-Binicio\ifmmode \breve{g}\else \u{g}\fi{}lu-Shumovsky, Einstein-Podolsky-Rosen-Bell, and Leggett-Garg ones in physics, as well as conjoint binary choices in human decision making. Here, we understand contextuality within the framework of the Contextuality-by-Default (CbD) theory, based on the notion of probabilistic couplings satisfying certain constraints. CbD allows us to drop the commonly made assumption that systems of random variables are consistently connected (i.e., it allows for all possible forms of ``disturbance'' or ``signaling'' in them). Consistently connected systems constitute a special case in which CbD essentially reduces to the conventional understanding of contextuality. We present a theoretical analysis of the degree of contextuality in cyclic systems (if they are contextual) and the degree of noncontextuality in them (if they are not). By contrast, all previously proposed measures of contextuality are confined to consistently connected systems, and most of them cannot be extended to measures of noncontextuality. Our measures of (non)contextuality are defined by the L1-distance between a point representing a cyclic system and the surface of the polytope representing all possible noncontextual cyclic systems with the same single-variable marginals. We completely characterize this polytope, as well as the polytope of all possible probabilistic couplings for cyclic systems with given single-variable marginals. We establish that, in relation to the maximally tight Bell-type CbD inequality for (generally, inconsistently connected) cyclic systems, the measure of contextuality is proportional to the absolute value of the difference between its two sides. For noncontextual cyclic systems, the measure of noncontextuality is shown to be proportional to the smaller of the same difference and the L1-distance to the surface of the box circumscribing the noncontextuality polytope. These simple relations, however, do not generally hold beyond the class of cyclic systems, and noncontextuality of a system does not follow from noncontextuality of its cyclic subsystems.
We introduce a new notion, that of a contextuality profile of a system of random variables. Rather than characterizing a system's contextuality by a single number, its overall degree of contextuality, we show how it can be characterized by a curve relating degree of contextuality to level at which the system is considered. A system is represented at level n if one only considers the joint distributions with no more than n variables, ignoring higher-order joint distributions. We show that the level-wise contextuality analysis can be used in conjunction with any well-constructed measure of contextuality. We present a method of concatenated systems to explore contextuality profiles systematically, and we apply it to the contextuality profiles for three major measures of contextuality proposed in the literature.