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arXiv:hep-ph/0209068

History of Spin and Statistics

André Martin

Published Sep 6, 2002• 4 citations
arXivHTMLPDF

Abstract

These lectures were given in the framework of the ``Dixième séminaire rhodanien de physique'' entitled ``Le spin en physique'', given at Villa Gualino, Turin, March 2002. We have shown how the difficulties of interpretation of atomic spectra led to the Pauli exclusion principle and to the notion of spin, and then described the following steps: the Pauli spin with 2$\times$2 matrices after the birth of "new" quantum mechanics, the Dirac equation and the magnetic moment of the electron, the spins and magnetic moments of other particles, proton, neutron and hyperons. Finally, we show the crucial role of statistics in the stability of the world.

DOI
10.48550/arxiv.hep-ph/0209068

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These lectures were given in the framework of the Dixième séminaire rhodanien de physique'' entitled Le spin en physique'', given at Villa Gualino, Turin, March 2002. We have shown how the difficulties of interpretation of atomic spectra led to the Pauli exclusion principle and to the notion of spin, and then described the following steps: the Pauli spin with 2×\times×2 matrices after the birth of "new" quantum mechanics, the Dirac equation and the magnetic moment of the electron, the spins and magnetic moments of other particles, proton, neutron and hyperons. Finally, we show the crucial role of statistics in the stability of the world.
Shortly after their introduction, the electron's Zweideutigkeit and Pauli's Ausschliessungsregel were embedded into a growing theoretical framework: from Fermi–Dirac statistics in 1926 (Section 4.2), to the non-relativistic quantum mechanics of the magnetic electron with Pauli's spin matrices in 1927 (Section 4.3); from Wigner and von Neumann's group theoretical derivation of the spin matrices in 1927 (Section 4.4), to Jordan's reinterpretation of Pauli's exclusion principle in terms of anticommutation relations for particle creation and annihilation operators in 1928 (Section 4.5), which paved the way for quantum field theory. The most important step in building up this theoretical framework was the transition from non-relativistic to relativistic quantum mechanics, with Dirac's equation for the electron in 1928 (Section 4.6), which finally allowed the derivation of the electron's spin with its anomalous magnetic moment and hence clarified in a conclusive way the origin of spectroscopic anomalies. The negative energy solutions of the Dirac equation, and Dirac's attempt to accommodate them via the hole theory in 1930, anticipated the experimental discovery of the antiparticle of the electron, the positron. Sections 4.7-4.9 reconstruct Pauli's sustained criticism of Dirac's hole theory. The history of this debate is intertwined with Pauli's search for a spin–statistics connection, which finally culminated in the spin–statistics theorem in 1940. With this theorem, the nomological shift from the status of a phenomenological rule to that of a fundamental scientific principle is finally completed. Introduction The year 1925 was the annus mirabilis for quantum mechanics.
The history of the exclusion principle is already an old one, but its conclusion has not yet been written. It is now eighty years since Wolfgang Pauli introduced an ‘extremely natural’ prescriptive rule, while dealing with some spectroscopic anomalies that beset physicists in the heyday of the old quantum theory. The rule excluded the possibility that any two bound electrons in an atom were in the same dynamic state, identified by a set of four quantum numbers. Hence the name of Ausschlieβungsregel (exclusion rule), or Pauli's Verbot (Pauli's veto) as Werner Heisenberg nicknamed it. The far-reaching physical significance of this rule became clear only later. From spectroscopy to atomic physics, from quantum field theory to high-energy physics, there is hardly another scientific principle that has more far-reaching implications than Pauli's exclusion principle. It is thanks to Pauli's principle that one obtains the electronic configurations underlying the classification of chemical elements in Mendeleev's periodic table as well as atomic spectra. To this same principle we credit the statistical behaviour of any half-integral spin particles (protons, neutrons, among many others) and the stability of matter. Shifting to high-energy physics, it is the exclusion principle that fixes the crucial constraint for binding quarks in hadrons, which together with leptons compose our physical world. This book advances a philosophical analysis of the enduring and far-reaching validity of Pauli's principle. It does not aim to address what a scientific principle is.
The history of the discovery of electron spin and the Pauli principle and the mathematics of spin and quantum statistics are reviewed. Pauli’s theory of the spinning electron and some of its many applications in mathematics and physics are considered in more detail. The role of the fact that the tree-level gyromagnetic factor of the electron has the value g e = 2 in an analysis of stability (and instability) of matter in arbitrary external magnetic fields is highlighted. Radiative corrections and precision measurements of g e are reviewed. The general connection between spin and statistics, the CPT theorem and the theory of braid statistics, relevant in the theory of the quantum Hall effect, are described. “He who is deficient in the art of selection may, by showing nothing but the truth, produce all the effects of the grossest falsehoods. It perpetually happens that one writer tells less truth than another, merely because he tells more ‘truth’.” (T. Macauley, ‘History’, in Essays, Vol. 1, p 387, Sheldon, NY 1860) These keywords were added by machine and not by the authors. This process is experimental and the keywords may be updated as the learning algorithm improves.
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 .
After some brief historical remarks we recall the first demonstration of the Spin-Statistics theorem by Pauli, and some further developments, like Streater-Wightman's, in the axiomatic considerations. Sudarshan's short proof then follows by considering only the time part of the kinetic term in the lagrangian: the identity SU(2)=Sp(1,C) is crucial for the argument. Possible generalization to arbitrary dimensions are explored, and seen to depend crucially on the type of spinors, obeying Bott's periodicity 8. In particular, it turns out that for space dimentions (7, 8, or 9) modulo 8, the conventional result does not automatically hold: there can be no Fermions in these dimensions.