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arXiv:quant-ph/0307123

Bell inequalities and incompatible measurements

Morgan, Peter

Published Jul 17, 2003• 0 citations
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Abstract

Bell inequalities are a consequence of measurement incompatibility (not, as generally thought, of nonlocality). In classical terms, this is equivalent to contextuality -- measurement devices do have a significant effect. Contextual models are reasonable in classical physics, which always took the view that we ignore measurement devices whenever possible, but if that isn't good enough then we do have to model measurement devices. It is also argued that quantum theory should only be taken with counterfactual seriousness, because measurement incompatibility is a counterfactual concept.

DOI
10.48550/arxiv.quant-ph/0307123

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Bell inequalities are a consequence of measurement incompatibility (not, as generally thought, of nonlocality). In classical terms, this is equivalent to contextuality -- measurement devices do have a significant effect. Contextual models are reasonable in classical physics, which always took the view that we ignore measurement devices whenever possible, but if that isn't good enough then we do have to model measurement devices. It is also argued that quantum theory should only be taken with counterfactual seriousness, because measurement incompatibility is a counterfactual concept.
Nonlocal correlations are usually understood through the outcomes of alternative measurements (on two or more parts of a system) that cannot altogether actually be carried out in an experiment. Indeed, a joint input-output --- e.g., measurement-setting--outcome --- behavior is nonlocal if and only if the outputs for all possible inputs cannot coexist consistently. It has been argued that this counterfactual view is how Bell's inequalities and their violations are to be seen. I propose an alternative perspective which refrains from setting into relation the results of mutually exclusive measurements, but that is based solely on data actually available. My approach uses algorithmic complexity instead of probability and randomness, and implies that nonlocality has consequences similar to those in the probabilistic view. Our view is conceptually simpler than the traditional reasoning.
Within the Dempster-Schafer theory of evidence a non-Kolmogorovian kind of epistemic uncertainty arises, which is encoded using multi-valued maps. We analyse the possible implications such non-Kolmogorovian epistemic uncertainty may have for Bell-type inequalities relating to the Einstein-Podolsky-Rosen-Bohm (EPRB) thought experiment. Our analysis leads to a notion of contextuality concerning complexes of physical measurement conditions. The use of multi-valued maps reveals an implicit link between this contextuality and counterfactual outcomes, and results in a formulation wherein the states of measurement devices are explicitly taken into account as part of the probabilistic event space. This reflects a conception of measurement that was advocated by Bell some time ago. It results in context-conditioned measure-theoretic probabilities, which do not obey Bell-type inequalities, but which are nonetheless perfectly compatible with local classical physical models. We give an example of a local classical model that reproduces the quantum mechanical predictions and that fits within the contextual framework.
Among the various "no-go theorems" in the foundations of quantum mechanics, Bell inequalities are among the few, which do not implicitly rely on the mathematical structure of quantum mechanics. Instead, Bell inequalities are commonly understood to rest on Kolmogorov's theory of probability and a "locality" assumption. Physical evidence supporting their violation is hence taken as evidence against at least one of these two assumptions. This work provides a comprehensive analysis of the physical debate on Bell inequalities from the point of view of Kolmogorov's theory of probability, focusing on the Bell-Clauser-Horn-Shimony-Holt inequality (BCHSH inequality). The central contribution is the motivation and mathematical study of the notion of contextuality in Bell experiments: in so-called contextual Bell models the detectors themselves behave randomly and the distribution of the random detector parameters depends on the chosen detector settings. It is shown how even "classical" Bell experiments motivate such a description. The need to account for contextuality was pointed out before by de la Peña, Cetto, Brody, Lochak, Bohm, Hiley and others. A broad class of contextual models is proven to satisfy the BCHSH inequality, thereby generalizing a previous result by Gill and Lambare. Nonetheless, even under strong locality requirements, contextual Bell models may violate the BCHSH inequality: based on work by Popescu and Rohrlich, we consider a "proof of concept" example exhibiting the maximum possible violation. Contrary to the much debated "loopholes" in empirical tests of Bell inequalities, contextuality thus reveals a conceptual misunderstanding in the physical conclusions commonly drawn from Bell inequality violations.
Nonlocality and contextuality are at the root of conceptual puzzles in quantum mechanics, and are key resources for quantum advantage in information-processing tasks. Bell nonlocality is best understood as the incompatibility between quantum correlations and the classical theory of causality, applied to relativistic causal structure. Contextuality, on the other hand, is on a more controversial foundation. In this work, I provide a common conceptual ground between nonlocality and contextuality as violations of classical causality. First, I show that Bell inequalities can be derived solely from the assumptions of no-signalling and no-fine-tuning of the causal model. This removes two extra assumptions from a recent result from Wood and Spekkens, and remarkably, does not require any assumption related to independence of measurement settings -- unlike all other derivations of Bell inequalities. I then introduce a formalism to represent contextuality scenarios within causal models and show that all classical causal models for violations of a Kochen-Specker inequality require fine-tuning. Thus the quantum violation of classical causality goes beyond the case of space-like separated systems, and manifests already in scenarios involving single systems.
The view that non-classical phenomena are witnessed when noncontextuality inequalities are violated by quantum correlations has become widespread over the last decades, and many authors describe contextuality as a counter-intuitive and non-classical feature of quantum systems. In this paper we show that a classical input/output device generating contextual data (i.e., data violating noncontextuality inequalities) can easily be found if the following conditions are satisfied: (1) We only have access to a specific collection of epistemic measurements, namely measurements which do not necessarily reveal properties possessed by the system to the agent, and (2) not all these measurements can be jointly performed. The conclusion we draw from this example is twofold. Firstly, regarding model-independent contextuality, it suggests that, unlike Bell inequalities (whose violation allegedly implies non-locality), noncontextuality inequalities have no phenomenological significance per se: we cannot treat experiments as black-boxes and draw conclusions about the phenomenological status of their underlying structure based only on contextuality analysis of the data they generate. Secondly, regarding quantum theory, it indicates that one who accepts, as many interpretations suggest, that quantum theory satisfies both these conditions should not take for granted that quantum contextuality is a signature of non-classicality.
Incompatibility of observables, or measurements, is one of the key features of quantum mechanics, related, among other concepts, to Heisenberg's uncertainty relations and Bell nonlocality. In this manuscript we show, however, that even though incompatible measurements are necessary for the violation of any Bell inequality, some relevant Bell-like inequalities may be obtained if compatibility relations are assumed between the local measurements of one (or more) of the parties. Hence, compatibility of measurements is not necessarily a drawback and may, however, be useful for the detection of Bell nonlocality and device-independent certification of entanglement.