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Annalen der Physik

A simple proof of the Kochen‐Specker theorem on the problem of hidden variables

Norbert Straumann

Published Dec 14, 2009• 0 citations
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Abstract

Abstract In this contribution I present a simple derivation of an old result of Kochen and Specker, which is apparently unrelated to the famous work of Bell on hidden variables, but is presumably equally important. Kochen and Specker showed in 1967 that quantum mechanics cannot be embedded into a classical stochastic theory, provided the quantum theoretical probability distributions are reproduced and one additional highly desirable property is satisfied. This showed in a striking manner what were the difficulties in implementing the Einstein programme of a ‘complete’ version of quantum mechanics.

DOI
10.1002/andp.201052201-211

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A simple proof of the Kochen-Specker theorem on the problem of hidden variables

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In this talk I present a simple derivation of an old result of Kochen and Specker, which is apparently unrelated to the famous work of Bell on hidden variables, but is presumably equally important. Kochen and Specker showed in 1967 that quantum mechanics cannot be embedded into a classical stochastic theory, provided the quantum theoretical probability distributions are reproduced and one additional highly desirable property is satisfied. This showed in a striking manner what were the difficulties in implementing the Einstein programme of a `complete' version of quantum mechanics.

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One of the statements one would hear pretty early in any quantum mechanics course is that for quantum particles there are properties which do not have definite values. For example, if we measure |+〉 in standard basis, the best we can do to describe the outcome is to say, that with probability 1/2 we will get 0 and with probability 1/2 we will get 1. Yet one could wonder, is this really the way things are or is it just because our description of this quantum particle is incomplete, but in fact there are some hidden variables inside every quantum system that contain enough information to tell the outcome of measurement (see Fig. 1). However, many people disdain the idea of hidden variables, so there has been rather long history of theorems that forbid theories involving hidden variables. Usually if one wants to prove some no hidden variables theorem he has to assume something about the hidden variables theories he is going to forbid. One of such assumptions is non-contextuality, which means that the outcome we get after measuring with an observable is the same regardless of what other observables we choose to measure at the same time. The first theorem forbidding hidden variables theories is due to von Neumann in 1932. Then for a third of a century everyone cited von Neumann’s work carelessly, till Bell in 1966 indicated that there was an unreasonable assumption in von Neumann’s proof and urged for further examination of the problem (see [6] and [1] for more historical details). Bell also constructed a hidden variables model for one qubit that could assign the outcome of any observable in a way consistent with quantum mechanics. He also proved two theorems that forbid non-contextual hidden variables theories using counterexamples with larger quantum systems. Yet surprisingly he himself thought that hidden variables do exists and considered these theorems only as characterizations of the hidden variables theory we should look for. In this essay we will discuss several versions of one of the two Bell’s theorems. The theorem we will consider was also independently proven by Kochen and Specker in 1967 (see [5]), hence it is called Bell-Kochen-Specker theorem. For shortness and in order not to mix this theorem with another Bell’s theorem from now on we will refer to it as Kochen-Specker theorem. We will be interested in proving several versions of this theorem and the following lemma will turn out to be of great use:

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Abstract In this contribution I present a simple derivation of an old result of Kochen and Specker, which is apparently unrelated to the famous work of Bell on hidden variables, but is presumably equally important. Kochen and Specker showed in 1967 that quantum mechanics cannot be embedded into a classical stochastic theory, provided the quantum theoretical probability distributions are reproduced and one additional highly desirable property is satisfied. This showed in a striking manner what were the difficulties in implementing the Einstein programme of a ‘complete’ version of quantum mechanics.
In this talk I present a simple derivation of an old result of Kochen and Specker, which is apparently unrelated to the famous work of Bell on hidden variables, but is presumably equally important. Kochen and Specker showed in 1967 that quantum mechanics cannot be embedded into a classical stochastic theory, provided the quantum theoretical probability distributions are reproduced and one additional highly desirable property is satisfied. This showed in a striking manner what were the difficulties in implementing the Einstein programme of a `complete' version of quantum mechanics.
One of the statements one would hear pretty early in any quantum mechanics course is that for quantum particles there are properties which do not have definite values. For example, if we measure |+〉 in standard basis, the best we can do to describe the outcome is to say, that with probability 1/2 we will get 0 and with probability 1/2 we will get 1. Yet one could wonder, is this really the way things are or is it just because our description of this quantum particle is incomplete, but in fact there are some hidden variables inside every quantum system that contain enough information to tell the outcome of measurement (see Fig. 1). However, many people disdain the idea of hidden variables, so there has been rather long history of theorems that forbid theories involving hidden variables. Usually if one wants to prove some no hidden variables theorem he has to assume something about the hidden variables theories he is going to forbid. One of such assumptions is non-contextuality, which means that the outcome we get after measuring with an observable is the same regardless of what other observables we choose to measure at the same time. The first theorem forbidding hidden variables theories is due to von Neumann in 1932. Then for a third of a century everyone cited von Neumann’s work carelessly, till Bell in 1966 indicated that there was an unreasonable assumption in von Neumann’s proof and urged for further examination of the problem (see [6] and [1] for more historical details). Bell also constructed a hidden variables model for one qubit that could assign the outcome of any observable in a way consistent with quantum mechanics. He also proved two theorems that forbid non-contextual hidden variables theories using counterexamples with larger quantum systems. Yet surprisingly he himself thought that hidden variables do exists and considered these theorems only as characterizations of the hidden variables theory we should look for. In this essay we will discuss several versions of one of the two Bell’s theorems. The theorem we will consider was also independently proven by Kochen and Specker in 1967 (see [5]), hence it is called Bell-Kochen-Specker theorem. For shortness and in order not to mix this theorem with another Bell’s theorem from now on we will refer to it as Kochen-Specker theorem. We will be interested in proving several versions of this theorem and the following lemma will turn out to be of great use:
Abstract In chapter 12 we give an overview of the historical development of hidden-variable theories aiming to attribute ‘hidden’ definite outcomes to any potential measurement on a quantum system. We start with a discussion of von Neumann’s assumption on hidden-variable models, which was later realized not to hold by Hermann, Kochen, Specker, and Bell, going into detail on Bell’s refutation of von Neumann’s arguments. We then turn to the notion of contextuality, which severely restricts hidden-variable models: we discuss Gleason’s theorem before stating and proving the famous Kochen-Specker theorem, as well as the simpler versions of Peres’ nonet and Mermin’s pentagram. These results show that quantum mechanics is not compatible with the assignment of definite measurement outcomes to all possible measurements, and such assignments can hence only be made once a restricted set of observables, a context, is selected
This paper examines no-hidden-variables theorems in quantum mechanics from the point of view of statistical mechanics. It presents a general analysis of the measurement process in the Boltzmannian framework that leads to a characterization of (in)compatible measurements and reproduces several features of quantum probabilities often described as “non-classical”. The analysis is applied to versions of the Kochen–Specker and Bell theorems to shed more light on their implications. It is shown how, once the measurement device and the active role of the measurement process are taken into account, contextuality appears as a natural feature of random variables. This corroborates Bell’s criticism that no-go results of the Kochen–Specker type are based on gratuitous assumptions. In contrast, Bell-type theorems are much more profound, but should be understood as nonlocality theorems rather than no-hidden-variables theorems. Finally, the paper addresses misunderstandings and misleading terminology that have confused the debate about hidden variables in quantum mechanics.
In this work we begin with a critical review of the concept of observable in a generical physical theory; relying on C*-algebras formalism and on Gelfand-Naimark theorem we justify the link between observables and operators in an Hilbert space. We discuss particularly observables of quantum mechanics, introducing some mathematical results that characterizes them. We introduce the problem of hidden variables and the hypothesis of non-contextuality, than we give a proof of the Kochen-Specker theorem in dimension greater or equal to 3 using partial algebras formalism; we also show a constructive example of an hidden variable theory in dimension 2. Finally we discuss Meyer’s and Kent’s objections relying on finite precision of physical measurements and we present colorations of S² ∩ Q³ and of dense subsets of the projectors of C^n and l²(C) that respect Kochen-Specker rules.
We discuss the problem of hidden variables and the motivation for introducting them in quantum mechanics. These include determinism, and the problem of meassurement and incompleteness. We first discuss Von-Neumann's imposisbility proof and then analyse it's weakness in terms of Bell's explicit hidden variable model of spin one-half particles. We next discuss Gleason's theorem and Kochen-Specker theorem and bring out the troublems with non contextual hidden variable theories. An important role is played by Einstein locality in the discussion of hidden variable theories as was first brought out by Einstein, Podolsky and Rosen. We elaborate it's various implications such as Bell's theorem in terms of Bell's inequalities as well as later work in which Bell's theorem follows without using inequalities.