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The invention of quantum mechanics—matrix mechanics

Robert Golub, S. K. Lamoreaux

Published Feb 28, 2023• 0 citations
Publisher

Abstract

Abstract Driven by the idea that a physical theory should only deal with observable quantities, Werner Heisenberg, a young post-doc working with Max Born in Göttingen, who had earlier done his Ph.D. work under Sommerfeld in Munich, was led to introduce a new type of object which represented the transitions between Bohr-Sommerfeld orbits. Max Born realized and recognized these objects as matrices. Together with Pascual Jordan, another post-doc, they worked out a complete theory, matrix mechanics. They completed this work in a few months. We discuss the role of matrix mechanics in the development of quantum mechanics.

DOI
10.1093/oso/9780198822189.003.0006

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Abstract Driven by the idea that a physical theory should only deal with observable quantities, Werner Heisenberg, a young post-doc working with Max Born in Göttingen, who had earlier done his Ph.D. work under Sommerfeld in Munich, was led to introduce a new type of object which represented the transitions between Bohr-Sommerfeld orbits. Max Born realized and recognized these objects as matrices. Together with Pascual Jordan, another post-doc, they worked out a complete theory, matrix mechanics. They completed this work in a few months. We discuss the role of matrix mechanics in the development of quantum mechanics.
This article discusses the history of quantum physics, beginning with an analysis of the process through which a community of quantum theorists and experimentalists came into being. In particular, it traces the roots and fruits of Max Planck’s papers in irreversible processes in nature. It proceeds by exploring the origin and subsequent development of Niels Bohr’s so-called ‘planetary model’ of the atom, focusing on the extension of the model by Arnold Sommerfeld and members of his school as well to Bohr’s use of his principles of correspondence and adiabatic invariance. It also considers the post-war years, as the problems of atomic spectroscopy sparked the development of new methodological approaches to quantum theory. Finally, it offers a history of the two distinct new forms of quantum mechanics put forward in the mid-1920s: Werner Heisenberg, Max Born, and Pascual Jordan’s matrix mechanics, and Erwin Schrödinger’s wave mechanics.
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.
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 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.
In 1925, Heisenberg, Born, and Jordan developed matrix mechanics as a strategy to solve quantum-mechanical problems. While finite-sized matrix formulations are commonly taught in quantum instruction, following the logic and detailed steps of the original matrix mechanics has become a lost art. In preparation for the 100th anniversary of the discovery of quantum mechanics, we present a modernized discussion of how matrix mechanics is formulated, how it is used to solve quantum-mechanical problems, and how it can be employed as the starting point for a postulate-based formulation of quantum-mechanics instruction. We focus on the harmonic oscillator to describe how quantum mechanics advanced from the Bohr–Sommerfeld quantization condition, to matrix mechanics, to the current abstract ladder-operator approach. We also describe a number of different activities that can be included in the quantum mechanics classroom to celebrate this centennial.