By a series of simple examples, we illustrate how the lack of mathematical concern can readily lead to surprising mathematical contradictions in wave mechanics. The basic mathematical notions allowing for a precise formulation of the theory are then summarized and it is shown how they lead to an elucidation and deeper understanding of the aforementioned problems. After stressing the equivalence between wave mechanics and the other formulations of quantum mechanics, i.e. matrix mechanics and Dirac's abstract Hilbert space formulation, we devote the second part of our paper to the latter approach: we discuss the problems and shortcomings of this formalism as well as those of the bra and ket notation introduced by Dirac in this context. In conclusion, we indicate how all of these problems can be solved or at least avoided. Dedicated to the memory of Tanguy Altherr (1963-94). I dedicate these notes to the memory of Tanguy Altherr who left us very unexpectedly in the mountains which he loved so much (and where I had some pleasant trips with him). As to the subject of these notes (which I had the pleasure to discuss with him), Tanguy greatly appreciated Dirac's formalism and certainly knew how to apply it to real physical problems (such as the ones he worked on with an impressive enthusiasm, energy and productivity). Even if he did not share my preoccupations in this field, he liked to discuss the problems related to the general formalism of quantum physics.
By a series of simple examples, we illustrate how the lack of mathematical concern can readily lead to surprising mathematical contradictions in wave mechanics. The basic mathematical notions allowing for a precise formulation of the theory are then summarized and it is shown how they lead to an elucidation and deeper understanding of the aforementioned problems. After stressing the equivalence between wave mechanics and the other formulations of quantum mechanics, i.e. matrix mechanics and Dirac's abstract Hilbert space formulation, we devote the second part of our paper to the latter approach: we discuss the problems and shortcomings of this formalism as well as those of the bra and ket notation introduced by Dirac in this context. In conclusion, we indicate how all of these problems can be solved or at least avoided. Dedicated to the memory of Tanguy Altherr (1963-94). I dedicate these notes to the memory of Tanguy Altherr who left us very unexpectedly in the mountains which he loved so much (and where I had some pleasant trips with him). As to the subject of these notes (which I had the pleasure to discuss with him), Tanguy greatly appreciated Dirac's formalism and certainly knew how to apply it to real physical problems (such as the ones he worked on with an impressive enthusiasm, energy and productivity). Even if he did not share my preoccupations in this field, he liked to discuss the problems related to the general formalism of quantum physics.
Dirac's bra and ket formalism is investigated and incorporated into a complete mathematical theory. First the axiomatic foundations of quantum mechanics and von Neumann's spectral theory of observables are reviewed and several inadequacies are pointed out. These defects then are remedied by extending the usual Hilbert space to a rigged Hilbert space as introduced by Gel'fand, i.e., a triplet Φ⊂H⊂Φ′ where H is a Hilbert space, Φ a dense subspace of H provided with a new (finer) topology, Φ′ the dual of Φ. It is shown that this mathematical structure, together with the Schwartz nuclear theorem, allows us to reproduce Dirac's formalism in a completely rigorous way, without losing its transparency; this makes the theory easier to handle. The temporal evolution of the system and the wave equation are considered. Finally the probabilistic interpretation and the physical aspects of the theory are discussed; Φ is identified with the set of all physically accessible states of the system, Φ′ with the set of all possible experiments (apparatus) to which it can be subjected; this provides a direct connection with Feynman's formulation of quantum mechanics.
We summarize below some of the postulates and definitions basic to our formalism, and present some important results based on these postulates. The formalism is purely mathematical in nature with very little physics input, but it provides the structure within which the physical concepts that will be discussed in the later chapters will be framed. State vectors It is important to realize that the Quantum Theory is a linear theory in which the physical state of a system is described by a vector in a complex, linear vector space. This vector may represent a free particle or a particle bound in an atom or a particle interacting with other particles or with external fields. It is much like a vector in ordinary three-dimensional space, following many of the same rules, except that it describes a very complicated physical system. We will be elaborating further on this in the following. The mathematical structure of a quantum mechanical system will be presented in terms of the notations developed by Dirac. A physical state in this notation is described by a “ket” vector, |〉, designated variously as |α〉 or |ψ〉 or a ket with other appropriate symbols depending on the specific problem at hand. The kets can be complex. Their complex conjugates, |〉 * , are designated by 〈| which are called “bra” vectors. Thus, corresponding to every ket vector there is a bra vector. These vectors are abstract quantities whose physical interpretation is derived through their so-called “representatives” in the coordinate or momentum space or in a space appropriate to the problem under consideration.
This chapter gives a summary of the mathematical formalism used in quantum mechanics, with a short bibliography put directly at its end. It should be seen as a complement, to be used by readers who wish to know more than what has been recalled about the mathematical tools in the other chapters. Some results are given without explicit proofs; they can be found for instance in Chapters II and IV of [1] . Many quantum mechanics textbooks introduce its general formalism in a more complete way, for instance Chapter VII of [2] , Chapter 3 of [3] , or Chapter 2 of [4] . We first summarize the general formalism of quantum mechanics for any physical system (§11.1), with the Dirac notation; we then study how this formalism treats the grouping of several physical systems into one single quantum system (§11.2); finally, we study a few simple special cases (§11.3), for instance a single particle in an external potential, with or without spin; the reader who prefers wave functions to more abstract reasonings in spaces of states may begin with this section. General physical system The general formalism of quantum mechanics applies to all physical systems, whether they contain a single particle, many particles of various sorts, one or several fields, etc. Quantum space of states The physical state of a system at each time is defined in quantum mechanics by a state vector which, in Dirac notation, is written ∣ ψ 〈 – or ∣ ψ(t) 〈 if one wishes to make the time dependence explicit.
The mathematical formalism of quantum theory in terms of vectors and operators in infinite-dimensional complex vector spaces is very abstract. The definitions of many mathematical quantities used do not seem to have an intuitive meaning, which makes it difficult to appreciate the mathematical formalism and understand quantum mechanics. This book provides intuition and motivation to the mathematics of quantum theory, introducing the mathematics in its simplest and familiar form, for instance, with three-dimensional vectors and operators, which can be readily understood. Feeling confident about and comfortable with the mathematics used helps readers appreciate and understand the concepts and formalism of quantum mechanics. This book is divided into four parts. Part I is a brief review of the general properties of classical and quantum systems. A general discussion of probability theory is also included which aims to help in understanding the probability theories relevant to quantum mechanics. Part II is a detailed study of the mathematics for quantum mechanics. Part III presents quantum mechanics in a series of postulates. Six groups of postulates are presented to describe orthodox quantum systems. Each statement of a postulate is supplemented with a detailed discussion. To make them easier to understand, the postulates for discrete observables are presented before those for continuous observables. Part IV presents several illustrative applications, which include harmonic and isotropic oscillators, charged particle in external magnetic fields and the Aharonov–Bohm effect. For easy reference, definitions, theorems, examples, comments, properties and results are labelled with section numbers. Various symbols and notations are adopted to distinguish different quantities explicitly and to avoid misrepresentation. Self-contained both mathematically and physically, the book is accessible to a wide readership, including astrophysicists, mathematicians and philosophers of science who are interested in the foundations of quantum mechanics.
We have seen in the previous chapter how useful wave mechanics can be in solving physical problems. But wave mechanics has several limitations. It describes physical states by means of wave functions, which are functions of the positions of the particles of the system, but why should we single out position as the fundamental physical observable? For instance, we might want to describe states in terms of probability amplitudes for particles to have certain values of the momentum or energy rather than the position. A more fundamental limitation is that there are attributes of physical systems that cannot be described at all in terms of the positions and momenta of a set of particles. One of these attributes is spin , which will be a chief subject of Chapter 4. Another is the value of the electric or magnetic field at some point in space, treated in Chapter 11. This chapter will describe the principles of quantum mechanics in a formalism which is essentially the “transformation theory” of Dirac, mentioned briefly in Section 1.4. This formalism generalizes both the wave mechanics of Schrödinger and the matrix mechanics of Heisenberg, and is sufficiently comprehensive to apply to any sort of physical system. States The first postulate of quantum mechanics is that physical states can be represented as vectors in a sort of abstract space known as Hilbert space . Before getting into Hilbert space, I need to say a bit about vectors in general. In kindergarten we learn that vectors are quantities with both magnitude and direction. Later, when we study analytic geometry, we learn instead to describe a vector in d dimensions as a string of d numbers, the components of the vector. The latter approach lends itself well to calculation, but in some respects the kindergarten version is better, because it allows us to describe relations among vectors without specifying a coordinate system. For instance, a statement that one vector is parallel to a second vector, or perpendicular to a third, has nothing to do with how we choose our coordinate system. Here we will formulate what we mean by vector spaces in general, and Hilbert space in particular, in a way that is independent of the coordinates we use to describe directions in these spaces.
Abstract The mathematics underpinning quantum mechanics is reviewed and discussed at length. The Sturm-Liouville theory of linear differential equations is presented. It is shown that the solutions form a complete set of orthogonal functions with real eigenvalues, and the magnitude of the eigenvalues form an ascending series beginning from a minimum. The formulation of the Dirac bra-ket notation and its meaning and applications is developed. We examine the idea of Hilbert space and the general abstract form of the theory as developed by Dirac and Jordan, introducing the Dirac notation which will be used in the rest of the book.