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dialectica

An Exchange on Local Beables

John S. Bell

Published Jan 1, 1985• 99 citations
Publisher

Abstract

a) Bell tries to formulate more explicitly a notion of “local causality”: correlations between physical events in different space-time regions should be explicable in terms of physical events in the overlap of the backward light cones. It is shown that ordinary relativistic quantum field theory is not locally causal in this sense, and cannot be embedded in a locally causal theory. b) Clauser, Home and Shimony criticize several steps in Bell's argument that any theory of local “beables” is incompatible with quantum mechanics. It is contended that the Clauser-Horne derivation of a Bell-type inequality circumvents his weak steps. The Clauser-Horne derivation must assume that there are no undetected correlations between choices of controllable variables in two space-like separated regions. Methodological considerations support this assumption. c) In response to criticism by Shimony, Home, and Clauser, Bell tries to clarify the argument of “The theory of local beables”, and to defend as permissible the hypothesis of free variables. d) Bell's reply to an earlier criticism by Shimony, Clauser, and Home is answered. The convergence of Bell's position towards theirs is noted.

DOI
10.1111/j.1746-8361.1985.tb01249.x

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Free variables and local causality

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It has been argued that quantum mechanics is not locally causal and cannot be embedded in a locally causal theory. That conclusion depends on treating certain experimental parameters, typically the orientations of polarization filters, as free variables. Roughly speaking it is supposed that an experimenter is quite free to choose among the various possibilities offered by his equipment. But it might be that this apparent freedom is illusory. Perhaps experimental parameters and experimental results are both consequences, or partially so, of some common hidden mechanism. Then the apparent non-locality could be simulated. This possibility is the starting point of a paper by Clauser, Home and Shimony (CHS hereafter), which is valuable in particular for a careful mathematical formulation of the assumption which excludes such a conspiracy. In this connection they severely criticize my own ‘theory of local beables’ (B hereafter). Much of their criticism is perfectly just. In B there were jumps in the argument, and the assumption in question was not stated at the appropriate place, but only later and inadequately. However, I do not agree with CHS that this assumption, when carefully formulated, is an unreasonable one. I will organize these remarks around the three phrases in which I belatedly formulated the hypothesis in B, Section 8.

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The 1960s

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Cambridge University Press eBooks•Feb 26, 1993•115 citations
a) Bell tries to formulate more explicitly a notion of “local causality”: correlations between physical events in different space-time regions should be explicable in terms of physical events in the overlap of the backward light cones. It is shown that ordinary relativistic quantum field theory is not locally causal in this sense, and cannot be embedded in a locally causal theory. b) Clauser, Home and Shimony criticize several steps in Bell's argument that any theory of local “beables” is incompatible with quantum mechanics. It is contended that the Clauser-Horne derivation of a Bell-type inequality circumvents his weak steps. The Clauser-Horne derivation must assume that there are no undetected correlations between choices of controllable variables in two space-like separated regions. Methodological considerations support this assumption. c) In response to criticism by Shimony, Home, and Clauser, Bell tries to clarify the argument of “The theory of local beables”, and to defend as permissible the hypothesis of free variables. d) Bell's reply to an earlier criticism by Shimony, Clauser, and Home is answered. The convergence of Bell's position towards theirs is noted.
It has been argued that quantum mechanics is not locally causal and cannot be embedded in a locally causal theory. That conclusion depends on treating certain experimental parameters, typically the orientations of polarization filters, as free variables. Roughly speaking it is supposed that an experimenter is quite free to choose among the various possibilities offered by his equipment. But it might be that this apparent freedom is illusory. Perhaps experimental parameters and experimental results are both consequences, or partially so, of some common hidden mechanism. Then the apparent non-locality could be simulated. This possibility is the starting point of a paper by Clauser, Home and Shimony (CHS hereafter), which is valuable in particular for a careful mathematical formulation of the assumption which excludes such a conspiracy. In this connection they severely criticize my own ‘theory of local beables’ (B hereafter). Much of their criticism is perfectly just. In B there were jumps in the argument, and the assumption in question was not stated at the appropriate place, but only later and inadequately. However, I do not agree with CHS that this assumption, when carefully formulated, is an unreasonable one. I will organize these remarks around the three phrases in which I belatedly formulated the hypothesis in B, Section 8.
John Stewart Bell’s famous theorem is widely regarded as one of the most important developments in the foundations of physics. Yet even as we approach the 50th anniversary of Bell’s discovery, its meaning and implications remain controversial. Many workers assert that Bell’s theorem refutes the possibility suggested by Einstein, Podolsky, and Rosen (EPR) of supplementing ordinary quantum theory with “hidden” variables that might restore determinism and/or some notion of an observer-independent reality. But Bell himself interpreted the theorem very differently—as establishing an “essential conflict” between the well-tested empirical predictions of quantum theory and relativistic local causality. Our goal is to make Bell’s own views more widely known and to explain Bell’s little-known formulation of the concept of relativistic local causality on which his theorem rests. We also show precisely how Bell’s formulation of local causality can be used to derive an empirically testable Bell-type inequality and to recapitulate the EPR argument.
During the 1960s, Bell produced his seminal work on the foundations of quantum theory, first showing that, contrary to von Neumann’s argument, hidden variable theories were allowed but then that they had to be non-local. Thus, he showed that quantum theory did not respect local causality, and he outlined experiments that could be used to test whether the assumption of local realism was true in quantum theory: Bell’s theorem, or Bell’s inequality, or Bell’s inequalities. His work was followed up by John Clauser, Abner Shimony, Michael Horne, and Richard Holt, who produced the CHSH inequality. Bell had moved to CERN, where he worked on the theory of neutrino experiments, and on nuclear and elementary particle physics, making crucial suggestions concerning the use of gauge theory for each type of physical force and also producing the Adler–Bell–Jackiw anomaly, or the ABJ anomaly.
In papers published in the 25 years following his famous 1964 proof, John Bell refined and reformulated his views on locality and causality. Although his formulations of local causality were in terms of probability, he had little to say about that notion. But assumptions about probability are implicit in his arguments and conclusions. Probability does not conform to these assumptions when quantum mechanics is applied to account for the particular correlations Bell argues are locally inexplicable. This account involves no superluminal action and there is even a sense in which it is local, but it is in tension with the requirement that the direct causes and effects of events be nearby. Introduction I never met John Bell, but his writings have supplied me with a continual source of new insights as I read and reread them over 40 years. As I worked toward a rather different understanding of quantum mechanics he was foremost in my mind as a severe but honest critic of such attempts. We all would love to know what Einstein would have made of Bell's theorem. I confess that the deep regret I feel that Bell cannot respond to this paper is sometimes assuaged by a sense of relief. Locality and Local Causality In his seminal 1964 paper [1], John Bell expressed locality as the requirement that the result of a measurement on one system be unaffected by operations on a distant system with which it has interacted in the past. [2, p. 14] This seems to require that the result of a measurement would have been the same, no matter what operations had been performed on such a distant system. But suppose the result of a measurement were the outcome of an indeterministic process. Then the result of the measurement might have been different even if exactly the same operations (if any) had been performed on that distant system. So can no indeterministic theory satisfy the locality requirement? Bell felt no need to address that awkward question in his 1964 paper [1], since he took the EPR argument to establish that any additional variables needed to restore locality and causalitywould have to determine a unique result of ameasurement.
An inequality is deduced from Einstein's locality and a supplementary assumption. This inequality defines an experiment that can actually be performed with present technology to test local realism. Quantum mechanics violates this inequality a factor of 1.5. In contrast, quantum mechanics violates previous inequalities [for example, those of J. F. Clauser, M. A. Horne, A. Shimony, and R. A. Holt, Phys. Rev. Lett. 23, 880 (1969); S. J. Freedman and I. F. Clauser ibid. 28, 938 (1972); and J. F. Clauser and M. A. Horne, Phys. Rev. D 10, 526 (1974)] by a factor of 2.\sqrt{2}.2​. Thus the magnitude of violation of the inequality derived in this paper is approximately 20.7% larger than the magnitude of violation of previous inequalities. This result can be particularly important for the experimental test of locality.
The study of hidden-variable interpretations of quantum mechanics was transformed by two papers of Bell. In his 1966 paper in Reviews of Modern Physics [1] he analysed the argument of von Neumann [2] and the more powerful arguments of Jauch and Piron [3] and of Gleason [4], all leading to similar conclusions about the nonassignability of simultaneous values to all the observables of a nontrivial quantum system; and he showed that these arguments do not exclude what may be called “contextualistic” hidden-variable theories, in which the value of an observable O is allowed to depend not only upon the hidden state λ, but also upon the set C of compatible observables measured along with O . In Bell's 1964 paper in Physics [5] (written later than the other, in spite of the earlier publication date) he gave a new kind of argument against a hidden-variable interpretation of quantum mechanics, by showing that no hidden-variables theory which satisfies a certain condition of locality can agree with all the statistical predictions of quantum mechanics. The main purpose of this lecture is to discuss an experiment, designed by Clauser, Horne, Holt and myself [6], which is based on Bell's proof of the incompatibility of quantum mechanics and local hidden-variable theories. Before doing this, however, I wish to make several comments.