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Cambridge University Press eBooks

New Bell-type inequalities for N > 4 necessary for existence of a hidden variable

Patrick Suppes, Mario Zanotti

Published Nov 13, 1996• 0 citations
Publisher

Abstract

INTRODUCTION Fine (1982) proved that Bell's (1964) inequalities are sufficient, as well as necessary, to guarantee the existence of a joint probability distribution of the random variables in question, e.g., those representing certain spin correlation experiments. Garg and Mermin (1982) gave an example of eight random variables satisfying Bell's inequalities but such that no joint distribution exists. The purpose of this paper is to extend Bell's inequalities to obtain some general necessary conditions for the existence of a joint probability distribution for any finite collection of Bell-type random variables. Our results show that, for N > 4, many new elementary inequalities beyond those of Bell must be satisfied by any hidden-variable theory. Since these additional inequalities are violated by quantum mechanical predictions for appropriate choice of measurement arrangements, they serve to increase the conceptual distance between what may be called Einstein locality, after the EPR paradox, and quantum mechanics. To give a concrete sense of the nature of our results, we exhibit one of the new inequalities violated by Garg and Mermin's example. For theoretical purposes it will suffice to introduce Bell-type random variables X 1 ,…, X N , N ≥ 4, having possible values ±1, with means E ( X i ) = 0 and with what we term Bell covariances E ( X i X j ) relative to the index i 0 , with 1 ≤ i ≤ i 0 , N , 2 ≤ i 0 N – 2. Notice that, when N = 4, we must, as is familiar, have i 0 = 2.

DOI
10.1017/cbo9781139172639.012

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INTRODUCTION Fine (1982) proved that Bell's (1964) inequalities are sufficient, as well as necessary, to guarantee the existence of a joint probability distribution of the random variables in question, e.g., those representing certain spin correlation experiments. Garg and Mermin (1982) gave an example of eight random variables satisfying Bell's inequalities but such that no joint distribution exists. The purpose of this paper is to extend Bell's inequalities to obtain some general necessary conditions for the existence of a joint probability distribution for any finite collection of Bell-type random variables. Our results show that, for N > 4, many new elementary inequalities beyond those of Bell must be satisfied by any hidden-variable theory. Since these additional inequalities are violated by quantum mechanical predictions for appropriate choice of measurement arrangements, they serve to increase the conceptual distance between what may be called Einstein locality, after the EPR paradox, and quantum mechanics. To give a concrete sense of the nature of our results, we exhibit one of the new inequalities violated by Garg and Mermin's example. For theoretical purposes it will suffice to introduce Bell-type random variables X 1 ,…, X N , N ≥ 4, having possible values ±1, with means E ( X i ) = 0 and with what we term Bell covariances E ( X i X j ) relative to the index i 0 , with 1 ≤ i ≤ i 0 , N , 2 ≤ i 0 N – 2. Notice that, when N = 4, we must, as is familiar, have i 0 = 2.
Abstract One of the Bell’s assumptions in the original derivation of his inequalities was the hypothesis of locality, i.e., the absence of the influence of two remote measuring instruments on one another. That is why violations of these inequalities observed in experiments are often interpreted as a manifestation of the nonlocal nature of quantum mechanics, or a refutation of a local realism. It is well known that the Bell’s inequality was derived in its traditional form, without resorting to the hypothesis of locality and without the introduction of hidden variables, the only assumption being that the probability distributions are nonnegative. This can therefore be regarded as a rigorous proof that the hypothesis of locality and the hypothesis of existence of the hidden variables not relevant to violations of Bell’s inequalities. The physical meaning of the obtained results is examined. Physical nature of the violation of the Bell inequalities is explained under new EPR-B nonlocality postulate. We show that the correlations of the observables involved in the Bohm–Bell type experiments can be expressed as correlations of classical random variables. The revisited Bell type inequality in canonical notatons reads 〈AB〉 + 〈A’B〉 + 〈AB’〉 − 〈A’B’〉 ⩽ 6.
John Bell and others used a locality condition to establish inequalities that they believe must be satisfied by any local hidden-variable model for the spin probability distribution for two entangled particles in a Bohm-EPR experiment. We show that this condition is invalid because it contradicts the product rule of probability theory for any model that exhibits the expected property of perfect correlation. This breaks the connection between Bell inequalities and the existence of any local hidden-variable model of interest. As already known, these inequalities give necessary conditions for the existence of third/fourth-order joint probability distributions for the spin outcomes from three/four separate Bohm-EPR experimental set-ups that are consistent with the second-order joint spin distributions for each experiment after marginalization. If a Bell inequality is violated, as quantum mechanics theory predicts and experiments show can happen, then at least one third-order joint probability is negative. However, this does not imply anything about the existence of local hidden-variable models for the second-order joint probability distributions for the spin outcomes of a single experiment. The locality condition does seem reasonable under the widely-applied frequentist interpretation of the spin probability distributions that views them as real properties of a random process that are manifested through their relative frequency of occurrence, which gives conditioning in the probabilities for the spin outcomes a causal role. In contrast, under the Bayesian interpretation of probability, probabilistic conditioning on one particle's spin outcome in the product rule is viewed as information to make probabilistic predictions of the other particle's spin outcome. There is nothing causal and so no reason to develop a locality condition.
The conceptually puzzling features of quantum mechanics as a statistical theory all have their source in the impossibility of relating the probability assignments defined by the quantum state to distributions over determinate values of the physical magnitudes. While some interpretations of quantum mechanics, as well as “hidden variable” modifications of the theory, have proposed several constructions for assigning values to magnitudes (beyond the value assignments defined by the quantum state alone), a variety of theorems exist which impose severe restrictions on such theoretical constructions. This note will deal with Bell's proof (in [2]), that any hidden variable theory satisfying a physically reasonable locality condition is characterized by an inequality which is inconsistent with the quantum statistics. Bell's result has initiated a series of experiments designed to refute the entire class of local hidden variable theories. We show that Bell's inequality actually characterizes a feature of hidden variable theories which is much weaker than locality in the sense considered physically motivated.
We provide necessary and sufficient conditions for several observables to have a joint distribution. When applied to the bivalent observables of a quantum correlation experiment, we show that these conditions are equivalent to the Bell inequalities, and also to the existence of deterministic hidden variables. We connect the no-hidden-variables theorem of Kochen and Specker to these conditions for joint distributions. We conclude with a new theorem linking joint distributions and commuting observables, and show how violations of the Bell inequalities correspond to violations of commutativity, as in the theorem.
In derivating of Bell’s inequalities, the probability distribution is supposed to be a function only of a hidden variable. We point out that the true implication of the probability distribution of Bell’s correlation function is the distribution of joint measurement outcomes on the two sides. It is therefore a function of both the hidden variable and the settings. In this case, Bell’s inequalities fail. Our further analysis shows that Bell’s locality holds neither for dependent events nor for independent events. We think that the measurements of EPR pairs are dependent events, and hence violation of Bell’s inequalities cannot rule out the existence of local hidden variable. To explain the results of EPR-type experiments, we suppose that a polarization-entangled photon pair can be composed of two circularly or linearly polarized photons with correlated hidden variables, and a couple of experiments of quantum measurement are proposed. The first uses delayed measurement on one photon of the EPR pair to demonstrate directly whether measurement on the other could have any nonlocal influence on it. Then several experiments are suggested to reveal the components of the polarization-entangled photon pair. The last one uses successive polarization measurements on a pair of EPR photons to show that two photons with the same quantum state behave the same under the same measuring conditions.