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Challenges in physics education

Cultural Understanding of Quantum Physics Through a Historical and Pedagogical Reconstruction of Old Quantum Theory and Early Quantum Mechanics

Luisa Lovisetti, Marco Giliberti

Published Jan 1, 2026• 0 citations
Publisher
DOI
10.1007/978-3-032-27385-7_12

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Old Quantum Theory and Early Quantum Mechanics

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The non-relativistic nature of spin in quantum mechanics: a historical and pedagogical perspective

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Abstract Conventional methods for teaching spin at a university level generally follow four main approaches. The first introduces spin into the Schrödinger equation artificially, leaving its physical meaning unclear. The second connects spin to the representation of the rotation group, which clarifies its nature but requires knowledge of group theory. The third approach derives from field theory, separating angular momentum into orbital and intrinsic parts, the latter corresponding to spin; however, this cannot be done within quantum mechanics alone. The fourth derives electron spin from Dirac’s 1928 relativistic equation, which, though correct, has led to the misconception that spin is a purely relativistic effect. A detailed analysis of Dirac’s 1928 papers shows that the concept of spin arises from the need to construct an equation linear in both energy and momentum to preserve Born’s probabilistic interpretation. This linearization of the Klein–Gordon equation reveals that spin is conceptually independent of relativity. Historical and pedagogical perspectives can together clarify conceptual difficulties and promote a deeper understanding of fundamental ideas in physics. Drawing on selected passages from Dirac’s original work, the present discussion offers broader conceptual and cultural considerations that introduce the notion of spin with limited mathematical requirements and can be applied independently of the didactic approach adopted.

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Abstract Conventional methods for teaching spin at a university level generally follow four main approaches. The first introduces spin into the Schrödinger equation artificially, leaving its physical meaning unclear. The second connects spin to the representation of the rotation group, which clarifies its nature but requires knowledge of group theory. The third approach derives from field theory, separating angular momentum into orbital and intrinsic parts, the latter corresponding to spin; however, this cannot be done within quantum mechanics alone. The fourth derives electron spin from Dirac’s 1928 relativistic equation, which, though correct, has led to the misconception that spin is a purely relativistic effect. A detailed analysis of Dirac’s 1928 papers shows that the concept of spin arises from the need to construct an equation linear in both energy and momentum to preserve Born’s probabilistic interpretation. This linearization of the Klein–Gordon equation reveals that spin is conceptually independent of relativity. Historical and pedagogical perspectives can together clarify conceptual difficulties and promote a deeper understanding of fundamental ideas in physics. Drawing on selected passages from Dirac’s original work, the present discussion offers broader conceptual and cultural considerations that introduce the notion of spin with limited mathematical requirements and can be applied independently of the didactic approach adopted.
Henry Bar is about to become the first quantum superhero, having discovered the incredible yet true principle that all things, large and small, are subject to the laws of quantum physics. He finds out that it may be possible, albeit extremely challenging, even for us humans to manifest “quantumness”. This principle underlies Henry’s implementation of his quantum suit that allows him to act as a quantum object. In order to understand this principle, the historical route from early atomism to the emergence of quantum mechanics (QM) as a revolutionary theory of radiation and matter is presented. The inception of QM was a landmark in the age-old quest for answers to the question: is reality, in its complexity, reducible to simple constituents? Alternative questions include: How far up the complexity ladder can QM be pushed as a framework for explaining reality? The appendix to this chapter introduces mathematical notations for QM phenomena.