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The Physical origin of Spin and the Wrong Turn of 1925

D. J. Hallman

Published May 18, 2026• 0 citations
Publisher

Abstract

In 1925 the concept of electron spin was introduced to explain two experimental observations: the splitting of silver atom beams in an inhomogeneous magnetic field (Stern–Gerlach, 1922), and the fine structure of atomic spectra. The physical picture proposed — an electron spinning on its own axis — was immediately shown by Hendrik Lorentz to require surface velocities exceeding the speed of light. The paper was published anyway. Dirac subsequently rescued the two-valuedness mathematically, whereupon the physical question was declared irrelevant. For one hundred years the field has been unable to state what spin physically is. This paper traces the sequence of observations, inferences, and decisions that produced this situation and identifies two distinct wrong turns. The first wrong turn was publishing a model known to be physically impossible. Lorentz's calculation was correct — at the classical electron radius (2.818 fm), the required surface velocity is 274 times the speed of light. But the classical radius is not the electron's physical rotation radius. The correct rotation radius, derived from the Sagnac closure condition, is 285.5 fm — 101 times larger. At that radius, the rotation velocity is 0.822c, the bare magnetic moment is 0.608 μB, and Lorentz's objection does not arise. Both values are computed explicitly with no free parameters. The second wrong turn was a conflation. The closure geometry of the electron involves two independent numerical facts, both related to the number ½: (1) the least-work oscillation path that closes the Sagnac phase condition is a two-lobe ellipse, giving a winding number of n = ½ in the mass equation; (2) the electron's S³ closure surface presents two poles to the external field, giving a topological factor of 2 in the g-factor. In 1925, both facts were numerically present in the spectroscopic data, but they were collapsed into a single postulate: intrinsic angular momentum ℏ/2. That collapse created a half-integer angular momentum with no classical analogue, forced Dirac to construct the SU(2) spinor formalism to accommodate it, and caused the spinor to appear as a new kind of mathematical object requiring new physics — when it was always a description of closure surface topology. Every experimental result attributed to spin-½ as an intrinsic quantum property — two spots in Stern–Gerlach, the electron magnetic moment, Pauli exclusion, and fine structure — is reproduced by real rotation with two stable orientations, without superluminal motion, without abstract mathematical structure disconnected from physical content, and without the hundred-year admission of ignorance that has accompanied the standard treatment. The mathematical apparatus of quantum mechanics — the Dirac equation, the Pauli matrices, the SU(2) structure — remains valid. What changes is the interpretation. The spinor is not a mysterious new object. It is the natural representation of the two-pole topology of the S³ closure surface. The conflation of 1925 prevented this from being seen. Related work: The Sagnac closure condition and the γcause invariant used in this paper are derived in: D. J. Hallman, "The Sagnac Formula Inverted Reveals Mass, Gravity, and Particle Structure," Zenodo (2026). doi:10.5281/zenodo.20193279

DOI
10.5281/zenodo.20267657

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Early History of Spin

Most students of science and engineering know that every elementary particle, such as electrons, neutrons, photons, neutrinos, etc., has a quantum mechanical property called “spin” which can be measured (perhaps not easily, but at least in principle) and has a quantized value, including zero. The vast majority of these students mentally visualize spin as the angular momentum associated with the elementary particle spinning or rotating about its own axis (like a top or a planetary object). This mental picture, although convenient and comforting, is actually somewhat crude and certainly incomplete. Landau and Lifshitz, in their classic textbook on quantum mechanics [1], wrote “[the spin] property of elementary particles is peculiar to quantum theory. [It] has no classical interpretation... It would be wholly meaningless to imagine the ‘intrinsic’ angular momentum of an elementary particle as being the result of its rotation about its own axis.” The simplistic notion of self-rotation about an axis, shown in Fig. 1.1, can- not explain many features of spin, such as why its magnitude cannot assume continuous values and why it is quantized to certain specific values. It also causes serious problems if taken too literally. As we will see later (Problem 1.2), if we think of an electron as a solid sphere of radius equal to the Lorentz radius e2/(4πǫ0m0c 2) (where e is the electron’s charge, m0 is the mass, c is the speed of light in vacuum, and ǫ0 is the dielectric constant of vacuum), then the velocity on the surface of a rotating electron would have to be many times the velocity of light in vacuum if such a rotation were to generate an angular momentum equal to the electron’s spin. Obviously that would not be permitted by the theory of relativity. Indeed, a deep understanding of quantum mechanics is required to understand how the spin property comes about. Its origin is in relativistic quantum mechanics and really was first appreciated by Paul Andrew Maurice Dirac when he derived the Dirac equation which is the cornerstone of relativistic quantum mechanics. Richard Feynman, noted for his distaste for mysticism in physics, wrote about the notion of “spin”: “It appears to be one of the few places in physics where there is a rule which can be stated very simply, but for which no one has found a simple and easy explanation. The explanation is down deep in relativistic quantum mechanics.

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Spin and helicityTraditionally, in textbooks on quantum mechanics, spin is introduced via an idealized Stern-Gerlach experiment in which a non-relativistic beam of silver atoms passes through an inhomogeneous magnetic field.Each atom is treated as a single valence electron of charge -e in an s-state.The subsequent splitting of the beam into two indicates the two-valuedness of Sz, which is related to the value 1/2 for s, and the magnitude of the splitting shows that the magnetic moment /l is related to s by e /l = -~s, me the proportionality factor (the gyromagnetic ratio) being twice as big as the factor that classically gives the magnetic moment due to the orbital angular momentum of a point charge.Historically, however, it seems that the early Stern-Gerlach experiments, begun in 1922, had no influence at all upon the discovery of spin, simply because they were too imprecise.Rather, the concept of spin appeared after a long and tedious battle to understand the splitting patterns and separations in line spectra.Several people had for various reasons discussed classical models of rotating charge distributions but Kronig, in 1924, was the first to show that an electron with spin 1/2 would explain the pattern of what we would today call L • S splitting, as well as anomalies in the Zeeman effect.He realized, though, that the gyromagnetic ratio ( -ejmc) needed for the latter would give L • S splittings twice as big as those observed.It is said that Pauli expressed his negative reaction to Kronig's idea with such vehemence that Kronig never published his work (Mehra and Rechenberg, 1982).Soon thereafter, in 1925, the same idea occurred to Uhlenbeck and Goudsmit (1925), who proceeded to a detailed analysis of the splittings, concluding at first that everything worked beautifully, but then becoming aware, as a consequence of a comment by Heisenberg, of the factor-of-2 inconsistency mentioned above.

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First, the experimental foundations for the existence of a new dynamical variable, the spin of particles, are presented. The Pauli equation is then derived in detail, two applications are given and the energy levels of a particle with spin in a constant magnetic field are studied. This is the analysis of Landau levels, which can be performed by using the known results on the spectrum of harmonic oscillators. In this chapter we also study in detail the addition of orbital angular momentum and spin, as well as the spin–orbit interaction with the resulting Thomas precession. Stern-Gerlach experiment and electron spin The hypothesis that the electron has an intrinsic magnetic moment and an angular momentum, in short a spin , was first suggested in Uhlenbeck and Goudsmit (1926). They noticed, even before the discovery of quantum mechanics, that a complete description of spectra was not possible unless a magnetic moment and a mechanical moment were ascribed to the electron, and hence the concept of an electron as a point charge was insufficient. First, let us therefore try to understand how a magnetic moment can be associated to an atomic system. For this purpose, consider for simplicity the Bohr model of an hydrogen atom, where the electron moves along a circular orbit and rotates with orbital angular momentum L .

Cambridge University Press eBooks•Oct 31, 2014•0 citations
In 1925 the concept of electron spin was introduced to explain two experimental observations: the splitting of silver atom beams in an inhomogeneous magnetic field (Stern–Gerlach, 1922), and the fine structure of atomic spectra. The physical picture proposed — an electron spinning on its own axis — was immediately shown by Hendrik Lorentz to require surface velocities exceeding the speed of light. The paper was published anyway. Dirac subsequently rescued the two-valuedness mathematically, whereupon the physical question was declared irrelevant. For one hundred years the field has been unable to state what spin physically is. This paper traces the sequence of observations, inferences, and decisions that produced this situation and identifies two distinct wrong turns. The first wrong turn was publishing a model known to be physically impossible. Lorentz's calculation was correct — at the classical electron radius (2.818 fm), the required surface velocity is 274 times the speed of light. But the classical radius is not the electron's physical rotation radius. The correct rotation radius, derived from the Sagnac closure condition, is 285.5 fm — 101 times larger. At that radius, the rotation velocity is 0.822c, the bare magnetic moment is 0.608 μB, and Lorentz's objection does not arise. Both values are computed explicitly with no free parameters. The second wrong turn was a conflation. The closure geometry of the electron involves two independent numerical facts, both related to the number ½: (1) the least-work oscillation path that closes the Sagnac phase condition is a two-lobe ellipse, giving a winding number of n = ½ in the mass equation; (2) the electron's S³ closure surface presents two poles to the external field, giving a topological factor of 2 in the g-factor. In 1925, both facts were numerically present in the spectroscopic data, but they were collapsed into a single postulate: intrinsic angular momentum ℏ/2. That collapse created a half-integer angular momentum with no classical analogue, forced Dirac to construct the SU(2) spinor formalism to accommodate it, and caused the spinor to appear as a new kind of mathematical object requiring new physics — when it was always a description of closure surface topology. Every experimental result attributed to spin-½ as an intrinsic quantum property — two spots in Stern–Gerlach, the electron magnetic moment, Pauli exclusion, and fine structure — is reproduced by real rotation with two stable orientations, without superluminal motion, without abstract mathematical structure disconnected from physical content, and without the hundred-year admission of ignorance that has accompanied the standard treatment. The mathematical apparatus of quantum mechanics — the Dirac equation, the Pauli matrices, the SU(2) structure — remains valid. What changes is the interpretation. The spinor is not a mysterious new object. It is the natural representation of the two-pole topology of the S³ closure surface. The conflation of 1925 prevented this from being seen. Related work: The Sagnac closure condition and the γcause invariant used in this paper are derived in: D. J. Hallman, "The Sagnac Formula Inverted Reveals Mass, Gravity, and Particle Structure," Zenodo (2026). doi:10.5281/zenodo.20193279
Most students of science and engineering know that every elementary particle, such as electrons, neutrons, photons, neutrinos, etc., has a quantum mechanical property called “spin” which can be measured (perhaps not easily, but at least in principle) and has a quantized value, including zero. The vast majority of these students mentally visualize spin as the angular momentum associated with the elementary particle spinning or rotating about its own axis (like a top or a planetary object). This mental picture, although convenient and comforting, is actually somewhat crude and certainly incomplete. Landau and Lifshitz, in their classic textbook on quantum mechanics [1], wrote “[the spin] property of elementary particles is peculiar to quantum theory. [It] has no classical interpretation... It would be wholly meaningless to imagine the ‘intrinsic’ angular momentum of an elementary particle as being the result of its rotation about its own axis.” The simplistic notion of self-rotation about an axis, shown in Fig. 1.1, can- not explain many features of spin, such as why its magnitude cannot assume continuous values and why it is quantized to certain specific values. It also causes serious problems if taken too literally. As we will see later (Problem 1.2), if we think of an electron as a solid sphere of radius equal to the Lorentz radius e2/(4πǫ0m0c 2) (where e is the electron’s charge, m0 is the mass, c is the speed of light in vacuum, and ǫ0 is the dielectric constant of vacuum), then the velocity on the surface of a rotating electron would have to be many times the velocity of light in vacuum if such a rotation were to generate an angular momentum equal to the electron’s spin. Obviously that would not be permitted by the theory of relativity. Indeed, a deep understanding of quantum mechanics is required to understand how the spin property comes about. Its origin is in relativistic quantum mechanics and really was first appreciated by Paul Andrew Maurice Dirac when he derived the Dirac equation which is the cornerstone of relativistic quantum mechanics. Richard Feynman, noted for his distaste for mysticism in physics, wrote about the notion of “spin”: “It appears to be one of the few places in physics where there is a rule which can be stated very simply, but for which no one has found a simple and easy explanation. The explanation is down deep in relativistic quantum mechanics.
Spin and helicityTraditionally, in textbooks on quantum mechanics, spin is introduced via an idealized Stern-Gerlach experiment in which a non-relativistic beam of silver atoms passes through an inhomogeneous magnetic field.Each atom is treated as a single valence electron of charge -e in an s-state.The subsequent splitting of the beam into two indicates the two-valuedness of Sz, which is related to the value 1/2 for s, and the magnitude of the splitting shows that the magnetic moment /l is related to s by e /l = -~s, me the proportionality factor (the gyromagnetic ratio) being twice as big as the factor that classically gives the magnetic moment due to the orbital angular momentum of a point charge.Historically, however, it seems that the early Stern-Gerlach experiments, begun in 1922, had no influence at all upon the discovery of spin, simply because they were too imprecise.Rather, the concept of spin appeared after a long and tedious battle to understand the splitting patterns and separations in line spectra.Several people had for various reasons discussed classical models of rotating charge distributions but Kronig, in 1924, was the first to show that an electron with spin 1/2 would explain the pattern of what we would today call L • S splitting, as well as anomalies in the Zeeman effect.He realized, though, that the gyromagnetic ratio ( -ejmc) needed for the latter would give L • S splittings twice as big as those observed.It is said that Pauli expressed his negative reaction to Kronig's idea with such vehemence that Kronig never published his work (Mehra and Rechenberg, 1982).Soon thereafter, in 1925, the same idea occurred to Uhlenbeck and Goudsmit (1925), who proceeded to a detailed analysis of the splittings, concluding at first that everything worked beautifully, but then becoming aware, as a consequence of a comment by Heisenberg, of the factor-of-2 inconsistency mentioned above.
Spin is an intrinsic form of angular momentum carried by elementary particles, composite particles, and atomic nuclei. It is wildly believed that spin is a purely quantum mechanical concept and has no classical analogue. In fact, elementary particles are conceived as point objects which have no axis to “spin” around. Therefore, there is no explaining how spin arises at the fundamental level, why particles have the values they do, and what underpins the Pauli Exclusion principle and Bose-Einstein behavior. However, spin is like a vector quantity; it has a definite magnitude, and it has a “direction”, in order to spin should be composite. In this paper we propose a physical explanation for spin of the electron at the sub-particle level, relying on the vortex model of the electron. The electron is described as a superfluid frictionless vortex which has a mass, angular momentum and spin to provide a complete explanation of all properties of the electron: it composite, spinning around its own axis, produces a tiny magnetic fields independent of those from its orbital motions. The classical hydrodynamic laws are used to describe the quantum properties of the electron, such as spin, angular momentum, magnetic momentum and a magnetic dipole. The circulation in the vortex is constant, and the angular momentum of the vortex is conserved and has the same value of Planck constant. The direction of the angular momentum of a spinning electron vortex is along the axis of rotation and determined by the direction of spin. The spin quantum number 1/2 has a fixed value which represents the gap between the circulation rate of the core of the vortex and the boundaries of the vortex. The changeable values +1/2 “spin-up” or -1/2 “spin-down” indicate the direction of the magnetic dipole of the vortex. The relation between spin and Planck constant is discussed and the origin h/4pi angular momentum units are revealed.
The spin-1/2 property of the electron is one of the most fundamental yet least explained features of quantum mechanics. This paper — PP-03 in the META Physics preprint series — derives the spin-1/2 structure from the geometry of META Physics (Multi-dimensional Emergence Theory of Actuality). The key mechanism is the polar-plane sweep: when a 2-dimensional disk whose plane contains the rotation axis undergoes a full 2π rotation within a 3-dimensional ball B³(R), the disk sweeps out the entire ball, and its boundary circle covers the full 2-sphere S²(R) twice — once per half-revolution. Consequently, orientational return requires 4π (720°), not 2π. This is the geometric content of the double cover SU(2) → SO(3). Within the META Physics framework, the Emergence System (ES) is S³(R) ≅ SU(2). The two polar planes combine via the ES imaginary unit to form spin eigenstates: |↑⟩ = D_xz + iD_yz, |↓⟩ = D_xz − iD_yz. The equatorial plane, invariant under rotation, yields integer spin (spin-1). Detailed correspondence is established with the Dirac belt trick, SU(2) spinor representation theory, the fiber bundle SU(2) → SO(3), and the spin structure prerequisite on manifolds. The "superposition" of spin states is reinterpreted as the weighted geometric co-presence of two real polar planes in the ES — resolving the ontological mystery of quantum superposition as a structural limitation of the lower-dimensional WS₃ observer (DA-3). Five core results are established with zero free parameters: (I) the polar-plane sweep theorem; (II) spin eigenstates from ES imaginary structure; (III) integer spin from equatorial invariance; (IV) mass independence of spin; (V) geometric ORIGIN of quantum superposition. Mathematical formalization and documentation: Claude (Anthropic, Claude Opus 4.6). The core insights, physical intuitions, and axiom system originate from the author's 30 years of independent research.
Abstract In this chapter we discuss the intrinsic angular momentum called spin. Starting from the magnetic dipole moment related to orbital angular momentum, we focus on the hydrogen atom and consider the effect of an external magnetic field, resulting in Larmor precession and Zeeman splitting. We then turn to the discovery of spin in the Stern-Gerlach experiment. After providing a mathematical description of spin-1/2 systems in terms of two-component spinors and Pauli matrices, we illustrate projective measurements for the example of spin. The relationship between the Lie groups SU(2) and SO(3) is discussed in the context of the transformation of spinors under rotations. We analyse how the presence of spin alters the description of the hydrogen atom. Discussing the addition of angular momenta and the Pauli exclusion principle leads us to the structure of electronic orbitals. Finally, we discuss the occupation of electronic energy levels in heavier nuclei
First, the experimental foundations for the existence of a new dynamical variable, the spin of particles, are presented. The Pauli equation is then derived in detail, two applications are given and the energy levels of a particle with spin in a constant magnetic field are studied. This is the analysis of Landau levels, which can be performed by using the known results on the spectrum of harmonic oscillators. In this chapter we also study in detail the addition of orbital angular momentum and spin, as well as the spin–orbit interaction with the resulting Thomas precession. Stern-Gerlach experiment and electron spin The hypothesis that the electron has an intrinsic magnetic moment and an angular momentum, in short a spin , was first suggested in Uhlenbeck and Goudsmit (1926). They noticed, even before the discovery of quantum mechanics, that a complete description of spectra was not possible unless a magnetic moment and a mechanical moment were ascribed to the electron, and hence the concept of an electron as a point charge was insufficient. First, let us therefore try to understand how a magnetic moment can be associated to an atomic system. For this purpose, consider for simplicity the Bohr model of an hydrogen atom, where the electron moves along a circular orbit and rotates with orbital angular momentum L .