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Stern and Gerlach Observe Spatial Quantization (1922)

S. Brandt

Published Apr 22, 1992• 0 citations
Publisher

Abstract

Abstract The Stern–Gerlach experiment is described or at least mentioned in practically every textbook on modern physics and its result is presented as clear proof for the spin of the electron. However, spin was unknown at the time of experiment and also not discovered on the basis of its outcome. The reason for Stern to propose and undertake the experiment was the wish to test Sommerfeld’s idea of spatial quantization.

DOI
10.1093/oso/9780199544691.003.0031

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Abstract In 1921, Otto Stern conceived the idea for an experiment that would decide between a classical and a quantum description of atomic behavior, as epitomized by the Bohr–Sommerfeld–Debye model of the atom. This model entailed not only the quantization of the magnitude of the orbital electronic angular momentum but also of the projection of the angular momentum on an external magnetic field – the so‐called space quantization. Stern recognized that space quantization would have observable consequences: namely, that the magnetic dipole moment due to the orbital angular momentum would be space quantized as well, taking two opposite values for atoms whose only unpaired electron has just one quantum of orbital angular momentum. When acted upon by a suitable inhomogeneous magnetic field, a beam of such atoms would be split into two beams consisting of deflected atoms with opposite projections of the orbital angular momentum on the magnetic field. In contradistinction, if atoms behaved classically, the atomic beam would only broaden along the field gradient and have maximum intensity at zero deflection, i. e., where there would be a minimum or no intensity for a beam split due to space quantization. Stern anticipated that, although simple in principle, the experiment would be difficult to carry out – and invited Walther Gerlach to team up with him. Gerlach's realism and experimental skills together with his sometimes stubborn determination to make things work proved invaluable for the success of the Stern–Gerlach experiment (SGE). After a long struggle, Gerlach finally saw, on 8 February 1922, the splitting of a beam of silver atoms in a magnetic field. The absence of the concept of electron spin confused and confounded the interpretation of the SGE, as the silver atoms were, in fact, in a 2S state, with zero orbital and spin angular momentum. However, a key quantum feature whose existence the SGE was designed to test – namely space quantization of electronic angular momentum – was robust enough to transpire independent of whether the electronic angular momentum was orbital or due to spin. The SGE entails other key aspects of quantum mechanics such as quantum measurement, state preparation, coherence, and entanglement. Confronted with the outcome of the SGE, Stern noted: “I still have objections to the idea of beauty of quantum mechanics. But she is correct.”

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ABSTRACT The bulk of experiments and observations that lined the path to quantum mechanics amounted to a backlog of data in need of explanation. A notable exception was the Stern–Gerlach experiment (SGE) designed to test the predictions of the old quantum theory as embodied by the 1913–1916 Bohr–Sommerfeld–Debye atom model. After its initial triumphs, such as the explanation of the astrophysically observed spectrum of , this model was frowned upon in some quarters, mainly because of its ad hoc nature. Otto Stern (1888–1969)—and his close colleague and friend, Max von Laue (1879–1960)—even took a vow: “If this nonsense of Bohr should, in the end, prove to be right, we will quit physics.” Stern would go further yet and, in 1920, devise an experiment—the SGE—to disprove Bohr's model. However, contrary to Stern's expectations, the SGE ruled unequivocally in favor of the model and its amendments. Wolfgang Pauli (1900–1958) quipped: “That should convert even the non‐believer Stern.” And it did: Confronted with the outcome of the SGE, Stern noted in 1961: “I still have objections to the idea of beauty of quantum mechanics. But she is correct.” Ironically, the SGE would epitomize quantum mechanics as we know it: whether quantum measurement, state preparation, coherence, or entanglement—in addition to the quantization of angular momentum and its spatial projections—the SGE has it all. It now seems that the SGE may even impact future studies of the relationship of quantum theory to other pillars of physics, most notably, general relativity. The descendants of the SGE include transformative techniques for the study of the quantum properties of nuclear, atomic, molecular, and condensed‐matter systems, with magnetic resonance imaging being among the most widely used. Key Points Edward Pickering; Williamina Fleming; Pickering series; Bohr‐Sommerfeld‐Debye model of the atom; Otto Stern; Stern‐Gerlach experiment; Bohr magneton; Old Quantum Theory; Spin; nuclear magneton; magnetic dipole moment of the proton; matter‐wave duality; Quantum Mechanics.

Natural Sciences•Apr 1, 2026•0 citations
Abstract The Stern–Gerlach experiment is described or at least mentioned in practically every textbook on modern physics and its result is presented as clear proof for the spin of the electron. However, spin was unknown at the time of experiment and also not discovered on the basis of its outcome. The reason for Stern to propose and undertake the experiment was the wish to test Sommerfeld’s idea of spatial quantization.
Abstract In 1921, Otto Stern conceived the idea for an experiment that would decide between a classical and a quantum description of atomic behavior, as epitomized by the Bohr–Sommerfeld–Debye model of the atom. This model entailed not only the quantization of the magnitude of the orbital electronic angular momentum but also of the projection of the angular momentum on an external magnetic field – the so‐called space quantization. Stern recognized that space quantization would have observable consequences: namely, that the magnetic dipole moment due to the orbital angular momentum would be space quantized as well, taking two opposite values for atoms whose only unpaired electron has just one quantum of orbital angular momentum. When acted upon by a suitable inhomogeneous magnetic field, a beam of such atoms would be split into two beams consisting of deflected atoms with opposite projections of the orbital angular momentum on the magnetic field. In contradistinction, if atoms behaved classically, the atomic beam would only broaden along the field gradient and have maximum intensity at zero deflection, i. e., where there would be a minimum or no intensity for a beam split due to space quantization. Stern anticipated that, although simple in principle, the experiment would be difficult to carry out – and invited Walther Gerlach to team up with him. Gerlach's realism and experimental skills together with his sometimes stubborn determination to make things work proved invaluable for the success of the Stern–Gerlach experiment (SGE). After a long struggle, Gerlach finally saw, on 8 February 1922, the splitting of a beam of silver atoms in a magnetic field. The absence of the concept of electron spin confused and confounded the interpretation of the SGE, as the silver atoms were, in fact, in a 2S state, with zero orbital and spin angular momentum. However, a key quantum feature whose existence the SGE was designed to test – namely space quantization of electronic angular momentum – was robust enough to transpire independent of whether the electronic angular momentum was orbital or due to spin. The SGE entails other key aspects of quantum mechanics such as quantum measurement, state preparation, coherence, and entanglement. Confronted with the outcome of the SGE, Stern noted: “I still have objections to the idea of beauty of quantum mechanics. But she is correct.”
Thus far we have concentrated on the postulates, on their ramifications, and on the means and methods by which they are applied. Connections with classical physics have been featured, and primary notions other than those of Chapter 5 have not been needed. We deviate from this path in the present chapter, introducing a new and extremely important concept; it is based on one of the most significant and fruitful experiments of the quantal era. This experiment was performed by O. Stern and W. Gerlach (1921) and subsequently interpreted by G. Uhlenbeck and S. Goudsmit (1925). The experiment and its elucidation led to the new concept of “intrinsic spin” (in particular to spin “½”), a development that was one of the major turning points in modern physics. The consequences have been monumental, and include primary theoretical developments; the interpretation of data related to, and an understanding of, empirical rules concerning a wide variety of physical systems (e.g., the periodic table of the elements/atomic structure); and the generation of new experimental techniques and of innovative measurements. Our study of intrinsic spin and its correlative, two-state systems, introduces the reader to one of the most profound topics in quantum theory. The Stern–Gerlach experiment and its interpretation The experiment of Stern and Gerlach was designed to test the “spatial quantization” of neutral atoms, i.e., to determine whether the (orbital) angular momentum was quantized. The basic ideas are as follows. Associated with the atom's orbital angular momentum would be a magnetic moment, as in the Bohr model of hydrogen.
In the Stern–Gerlach experiment, silver atoms were separated according to their spin state (Gerlach and Stern 1922 Z. Phys. 9 353–355). This experiment demonstrates the quantization of spin and relies on the classical description of motion. However, so far, no design has led to a functional Stern–Gerlach magnet for free electrons. Bohr and Pauli showed in the 1930 Solvay conference that Stern–Gerlach magnets for electrons cannot work, at least if the design is based on classical trajectories (Pauli W 1932 Proc. of the 6th Solvay Conf. 2 (1930) (Brussels: Gauthier-Villars) pp 183–86, 217–20, 275–80; Pauli W 1964 Collected Scientific Papers ed R Kronig and V F Weiskopf, vol 2 (New York: Wiley)). Here, we present ideas for the realization of a Stern–Gerlach magnet for electrons in which spin and motion are treated fully quantum mechanically . We show that a magnetic phase grating composed of a regular array of microscopic current loops can separate electron diffraction peaks according to their spin states. The experimental feasibility of a diffractive approach is compared to that of an interferometric approach. We show that an interferometric arrangement with magnetic phase control is the functional equivalent of an electron Stern–Gerlach magnet.
The 1922 Stern–Gerlach experiment quickly proved fundamental to quantum physics. The benchmark experiment led to the quantization of angular momenta, discovery of electron spin, and study of the measurement problem and superposition. Immediately, Heisenberg and Einstein proposed multi-stage Stern–Gerlach experiments to explore deeper mysteries of directional quantization. In the classic multi-stage Stern–Gerlach experiment conducted by Frisch and Segrè, the Majorana (Landau–Zener) and Rabi formulae diverge afar from the experimental observation while the physical mechanism for electron-spin collapse remains unidentified. Here, introducing the physical co-quantum concept provides a plausible physical mechanism and predicts the experimental observation in absolute units without fitting (i.e., no parameters adjusted) with a p-value less than one per million, which is the probability that the co-quantum theory happens to match the experimental observation purely by chance. Further, the co-quantum concept is corroborated by statistically reproducing exactly the wave function, density operator, and uncertainty relation for electron spin in Stern–Gerlach experiments.
ABSTRACT The bulk of experiments and observations that lined the path to quantum mechanics amounted to a backlog of data in need of explanation. A notable exception was the Stern–Gerlach experiment (SGE) designed to test the predictions of the old quantum theory as embodied by the 1913–1916 Bohr–Sommerfeld–Debye atom model. After its initial triumphs, such as the explanation of the astrophysically observed spectrum of , this model was frowned upon in some quarters, mainly because of its ad hoc nature. Otto Stern (1888–1969)—and his close colleague and friend, Max von Laue (1879–1960)—even took a vow: “If this nonsense of Bohr should, in the end, prove to be right, we will quit physics.” Stern would go further yet and, in 1920, devise an experiment—the SGE—to disprove Bohr's model. However, contrary to Stern's expectations, the SGE ruled unequivocally in favor of the model and its amendments. Wolfgang Pauli (1900–1958) quipped: “That should convert even the non‐believer Stern.” And it did: Confronted with the outcome of the SGE, Stern noted in 1961: “I still have objections to the idea of beauty of quantum mechanics. But she is correct.” Ironically, the SGE would epitomize quantum mechanics as we know it: whether quantum measurement, state preparation, coherence, or entanglement—in addition to the quantization of angular momentum and its spatial projections—the SGE has it all. It now seems that the SGE may even impact future studies of the relationship of quantum theory to other pillars of physics, most notably, general relativity. The descendants of the SGE include transformative techniques for the study of the quantum properties of nuclear, atomic, molecular, and condensed‐matter systems, with magnetic resonance imaging being among the most widely used. Key Points Edward Pickering; Williamina Fleming; Pickering series; Bohr‐Sommerfeld‐Debye model of the atom; Otto Stern; Stern‐Gerlach experiment; Bohr magneton; Old Quantum Theory; Spin; nuclear magneton; magnetic dipole moment of the proton; matter‐wave duality; Quantum Mechanics.