Bell's Inequality
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Bell's theorem is a term encompassing a number of closely related results in
physics Physics is the scientific study of matter, its Elementary particle, fundamental constituents, its motion and behavior through space and time, and the related entities of energy and force. "Physical science is that department of knowledge whi ...
, all of which determine that
quantum mechanics Quantum mechanics is the fundamental physical Scientific theory, theory that describes the behavior of matter and of light; its unusual characteristics typically occur at and below the scale of atoms. Reprinted, Addison-Wesley, 1989, It is ...
is incompatible with local hidden-variable theories, given some basic assumptions about the nature of measurement. The first such result was introduced by
John Stewart Bell John Stewart Bell (28 July 1928 – 1 October 1990) was a physicist from Northern Ireland and the originator of Bell's theorem, an important theorem in quantum mechanics, quantum physics regarding hidden-variable theory, hidden-variable theor ...
in 1964, building upon the Einstein–Podolsky–Rosen paradox, which had called attention to the phenomenon of
quantum entanglement Quantum entanglement is the phenomenon where the quantum state of each Subatomic particle, particle in a group cannot be described independently of the state of the others, even when the particles are separated by a large distance. The topic o ...
. In the context of Bell's theorem, "local" refers to the
principle of locality In physics, the principle of locality states that an object is influenced directly only by its immediate surroundings. A theory that includes the principle of locality is said to be a "local theory". This is an alternative to the concept of ins ...
, the idea that a
particle In the physical sciences, a particle (or corpuscle in older texts) is a small localized object which can be described by several physical or chemical properties, such as volume, density, or mass. They vary greatly in size or quantity, from s ...
can only be influenced by its immediate surroundings, and that interactions mediated by physical fields cannot propagate faster than the
speed of light The speed of light in vacuum, commonly denoted , is a universal physical constant exactly equal to ). It is exact because, by international agreement, a metre is defined as the length of the path travelled by light in vacuum during a time i ...
. " Hidden variables" are supposed properties of quantum particles that are not included in quantum theory but nevertheless affect the outcome of experiments. In the words of Bell, "If hidden-variable theoryis local it will not agree with quantum mechanics, and if it agrees with quantum mechanics it will not be local." In his original paper, Bell deduced that if measurements are performed independently on the two separated particles of an entangled pair, then the assumption that the outcomes depend upon hidden variables within each half implies a mathematical constraint on how the outcomes on the two measurements are correlated. Such a constraint would later be named a Bell inequality. Bell then showed that quantum physics predicts correlations that violate this
inequality Inequality may refer to: * Inequality (mathematics), a relation between two quantities when they are different. * Economic inequality, difference in economic well-being between population groups ** Income inequality, an unequal distribution of i ...
. Multiple variations on Bell's theorem were put forward in the years following his original paper, using different assumptions and obtaining different Bell (or "Bell-type") inequalities. The first rudimentary experiment designed to test Bell's theorem was performed in 1972 by
John Clauser John Francis Clauser (; born December 1, 1942) is an American theoretical and experimental physicist known for contributions to the foundations of quantum mechanics, in particular the Clauser–Horne–Shimony–Holt inequality. Clauser was aw ...
and
Stuart Freedman Stuart Jay Freedman (January 13, 1944 – November 10, 2012) was an American physicist, known for his experiment testing Bell's inequality proposed to him by John Clauser at the University of California, Berkeley as well as for his contributions ...
. More advanced experiments, known collectively as ''
Bell test A Bell test, also known as Bell inequality test or Bell experiment, is a real-world physics experiment designed to test the theory of quantum mechanics in relation to Albert Einstein's concept of local realism. Named for John Stewart Bell, the exp ...
s'', have been performed many times since. Often, these experiments have had the goal of "closing loopholes", that is, ameliorating problems of experimental design or set-up that could in principle affect the validity of the findings of earlier Bell tests. Bell tests have consistently found that physical systems obey quantum mechanics and violate Bell inequalities; which is to say that the results of these experiments are incompatible with local hidden-variable theories. The exact nature of the assumptions required to prove a Bell-type constraint on correlations has been debated by physicists and by
philosophers Philosophy ('love of wisdom' in Ancient Greek) is a systematic study of general and fundamental questions concerning topics like existence, reason, knowledge, value, mind, and language. It is a rational and critical inquiry that reflects on ...
. While the significance of Bell's theorem is not in doubt, different
interpretations of quantum mechanics An interpretation of quantum mechanics is an attempt to explain how the mathematical theory of quantum mechanics might correspond to experienced reality. Quantum mechanics has held up to rigorous and extremely precise tests in an extraordinarily b ...
disagree about what exactly it implies.


Theorem

There are many variations on the basic idea, some employing stronger mathematical assumptions than others. Significantly, Bell-type theorems do not refer to any particular theory of local hidden variables, but instead show that quantum physics violates general assumptions behind classical pictures of nature. The original theorem proved by Bell in 1964 is not the most amenable to experiment, and it is convenient to introduce the genre of Bell-type inequalities with a later example. Hypothetical characters
Alice and Bob Alice and Bob are fictional characters commonly used as placeholders in discussions about cryptography, cryptographic systems and Cryptographic protocol, protocols, and in other science and engineering literature where there are several partici ...
stand in widely separated locations. Their colleague Victor prepares a pair of particles and sends one to Alice and the other to Bob. When Alice receives her particle, she chooses to perform one of two possible measurements (perhaps by flipping a coin to decide which). Denote these measurements by A_0 and A_1. Both A_0 and A_1 are ''binary'' measurements: the result of A_0 is either +1 or -1, and likewise for A_1. When Bob receives his particle, he chooses one of two measurements, B_0 and B_1, which are also both binary. Suppose that each measurement reveals a property that the particle already possessed. For instance, if Alice chooses to measure A_0 and obtains the result +1, then the particle she received carried a value of +1 for a property a_0. Consider the combinationa_0b_0 + a_0b_1 + a_1b_0-a_1b_1 = (a_0+a_1)b_0 + (a_0-a_1)b_1 \, .Because both a_0 and a_1 take the values \pm 1, then either a_0 = a_1 or a_0 = -a_1. In the former case, the quantity (a_0-a_1)b_1 must equal 0, while in the latter case, (a_0+a_1)b_0 = 0. So, one of the terms on the right-hand side of the above expression will vanish, and the other will equal \pm 2. Consequently, if the experiment is repeated over many trials, with Victor preparing new pairs of particles, the absolute value of the average of the combination a_0b_0 + a_0b_1 + a_1b_0-a_1b_1 across all the trials will be less than or equal to 2. No ''single'' trial can measure this quantity, because Alice and Bob can only choose one measurement each, but on the assumption that the underlying properties exist, the average value of the sum is just the sum of the averages for each term. Using angle brackets to denote averages, \langle A_0B_0 \rangle + \langle A_0B_1 \rangle + \langle A_1B_0 \rangle - \langle A_1B_1 \rangle , \leq 2 \, . This is a Bell inequality, specifically, the
CHSH inequality In physics, the Clauser–Horne–Shimony–Holt (CHSH) inequality can be used in the proof of Bell's theorem, which states that certain consequences of entanglement in quantum mechanics cannot be reproduced by local hidden-variable theories. E ...
. Its derivation here depends upon two assumptions: first, that the underlying physical properties a_0, a_1, b_0, and b_1 exist independently of being observed or measured (sometimes called the assumption of ''realism''); and second, that Alice's choice of action cannot influence Bob's result or vice versa (often called the assumption of ''locality''). Quantum mechanics can violate the CHSH inequality, as follows. Victor prepares a pair of
qubit In quantum computing, a qubit () or quantum bit is a basic unit of quantum information—the quantum version of the classic binary bit physically realized with a two-state device. A qubit is a two-state (or two-level) quantum-mechanical syste ...
s which he describes by the
Bell state In quantum information science, the Bell's states or EPR pairs are specific quantum states of two qubits that represent the simplest examples of quantum entanglement. The Bell's states are a form of entangled and normalized basis vectors. Thi ...
, \psi\rangle = \frac , where , 0\rangle and , 1\rangle are the eigenstates of one of the
Pauli matrices In mathematical physics and mathematics, the Pauli matrices are a set of three complex matrices that are traceless, Hermitian, involutory and unitary. Usually indicated by the Greek letter sigma (), they are occasionally denoted by tau () ...
,\sigma_z = \begin1 & 0 \\ 0 & -1\end. Victor then passes the first qubit to Alice and the second to Bob. Alice and Bob's choices of possible
measurements Measurement is the quantification of attributes of an object or event, which can be used to compare with other objects or events. In other words, measurement is a process of determining how large or small a physical quantity is as compared to ...
are also defined in terms of the Pauli matrices. Alice measures either of the two observables \sigma_z and \sigma_x:A_0 = \sigma_z,\ A_1 = \sigma_x = \begin0 & 1 \\ 1 & 0 \end; and Bob measures either of the two observablesB_0 = -\frac,\ B_1 = \frac . Victor can calculate the quantum expectation values for pairs of these observables using the
Born rule The Born rule is a postulate of quantum mechanics that gives the probability that a measurement of a quantum system will yield a given result. In one commonly used application, it states that the probability density for finding a particle at a ...
:\langle A_0 \otimes B_0 \rangle = \frac, \langle A_0 \otimes B_1 \rangle = \frac, \langle A_1 \otimes B_0 \rangle = \frac, \langle A_1 \otimes B_1 \rangle = -\frac \, . While only one of these four measurements can be made in a single trial of the experiment, the sum\langle A_0 \otimes B_0 \rangle + \langle A_0 \otimes B_1 \rangle + \langle A_1 \otimes B_0 \rangle - \langle A_1 \otimes B_1 \rangle = 2\sqrt gives the sum of the average values that Victor expects to find across multiple trials. This value exceeds the classical upper bound of 2 that was deduced from the hypothesis of local hidden variables. The value 2\sqrt is in fact the largest that quantum physics permits for this combination of expectation values, making it a Tsirelson bound. The CHSH inequality can also be thought of as a ''game'' in which Alice and Bob try to coordinate their actions. Victor prepares two bits, x and y, independently and at random. He sends bit x to Alice and bit y to Bob. Alice and Bob win if they return answer bits a and b to Victor, satisfying x y = a + b \mod 2 \, . Or, equivalently, Alice and Bob win if the
logical AND In logic, mathematics and linguistics, ''and'' (\wedge) is the truth-functional operator of conjunction or logical conjunction. The logical connective of this operator is typically represented as \wedge or \& or K (prefix) or \times or \cdo ...
of x and y is the
logical XOR Exclusive or, exclusive disjunction, exclusive alternation, logical non-equivalence, or logical inequality is a logical operator whose negation is the logical biconditional. With two inputs, XOR is true if and only if the inputs differ (one ...
of a and b. Alice and Bob can agree upon any strategy they desire before the game, but they cannot communicate once the game begins. In any theory based on local hidden variables, Alice and Bob's probability of winning is no greater than 3/4, regardless of what strategy they agree upon beforehand. However, if they share an entangled quantum state, their probability of winning can be as large as\frac \approx 0.85 \, .


Variations and related results


Bell (1964)

Bell's 1964 paper shows that a very simple local hidden-variable model can in restricted circumstances reproduce the predictions of quantum mechanics, but then he demonstrates that, in general, such models give different predictions. Bell considers a refinement by
David Bohm David Joseph Bohm (; 20 December 1917 – 27 October 1992) was an American scientist who has been described as one of the most significant Theoretical physics, theoretical physicists of the 20th centuryDavid Peat Who's Afraid of Schrödinger' ...
of the Einstein–Podolsky–Rosen (EPR) thought experiment. In this scenario, a pair of particles are formed together in such a way that they are described by a spin singlet state (which is an example of an entangled state). The particles then move apart in opposite directions. Each particle is measured by a Stern–Gerlach device, a measuring instrument that can be oriented in different directions and that reports one of two possible outcomes, representable by +1 and -1. The configuration of each measuring instrument is represented by a unit
vector Vector most often refers to: * Euclidean vector, a quantity with a magnitude and a direction * Disease vector, an agent that carries and transmits an infectious pathogen into another living organism Vector may also refer to: Mathematics a ...
, and the quantum-mechanical prediction for the
correlation In statistics, correlation or dependence is any statistical relationship, whether causal or not, between two random variables or bivariate data. Although in the broadest sense, "correlation" may indicate any type of association, in statistics ...
between two detectors with settings \vec and \vec is P(\vec, \vec) = -\vec \cdot \vec. In particular, if the orientation of the two detectors is the same (\vec = \vec), then the outcome of one measurement is certain to be the negative of the outcome of the other, giving P(\vec, \vec) = -1. And if the orientations of the two detectors are orthogonal (\vec \cdot \vec = 0), then the outcomes are uncorrelated, and P(\vec, \vec) = 0. Bell proves by example that these special cases ''can'' be explained in terms of hidden variables, then proceeds to show that the full range of possibilities involving intermediate angles ''cannot''. Bell posited that a local hidden-variable model for these correlations would explain them in terms of an integral over the possible values of some hidden parameter \lambda:P(\vec, \vec) = \int d\lambda\, \rho(\lambda) A(\vec, \lambda) B(\vec, \lambda), where \rho(\lambda) is a
probability density function In probability theory, a probability density function (PDF), density function, or density of an absolutely continuous random variable, is a Function (mathematics), function whose value at any given sample (or point) in the sample space (the s ...
. The two functions A(\vec, \lambda) and B(\vec, \lambda) provide the responses of the two detectors given the orientation vectors and the hidden variable:A(\vec, \lambda) = \pm 1, \, B(\vec, \lambda) = \pm 1. Crucially, the outcome of detector A does not depend upon \vec, and likewise the outcome of B does not depend upon \vec, because the two detectors are physically separated. Now we suppose that the experimenter has a ''choice'' of settings for the second detector: it can be set either to \vec or to \vec. Bell proves that the difference in correlation between these two choices of detector setting must satisfy the inequality, P(\vec, \vec) - P(\vec, \vec), \leq 1 + P(\vec, \vec). However, it is easy to find situations where quantum mechanics violates the Bell inequality. For example, let the vectors \vec and \vec be orthogonal, and let \vec lie in their plane at a 45° angle from both of them. ThenP(\vec, \vec) = 0, while P(\vec, \vec) = P(\vec, \vec) = -\frac, but \frac \nleq 1 - \frac. Therefore, there is no local hidden-variable model that can reproduce the predictions of quantum mechanics for all choices of \vec, \vec, and \vec. Experimental results contradict the classical curves and match the curve predicted by quantum mechanics as long as experimental shortcomings are accounted for. Bell's 1964 theorem requires the possibility of perfect anti-correlations: the ability to make a completely certain prediction about the result from the second detector, knowing the result from the first. The theorem builds upon the "EPR criterion of reality", a concept introduced in the 1935 paper by Einstein, Podolsky, and Rosen. This paper posits: "If, without in any way disturbing a system, we can predict with certainty (i.e., with probability equal to unity) the value of a physical quantity, then there exists an element of reality corresponding to that quantity." Bell noted that this applies when the two detectors are oriented in the same direction (\vec = \vec), and so the EPR criterion would imply that some element of reality must predetermine the measurement result. Because the quantum description of a particle does not include any such element, the quantum description would have to be incomplete. In other words, Bell's 1964 paper shows that, assuming locality, the EPR criterion implies hidden variables and then he demonstrates that local hidden variables are incompatible with quantum mechanics. Because experiments cannot achieve perfect correlations or anti-correlations in practice, Bell-type inequalities based on derivations that relax this assumption are tested instead.


GHZ–Mermin (1990)

Daniel Greenberger, Michael A. Horne, and
Anton Zeilinger Anton Zeilinger (; born 20 May 1945) is an Austrian quantum physicist and Nobel laureate in physics of 2022. Zeilinger is professor of physics emeritus at the University of Vienna and senior scientist at the Institute for Quantum Optics and Qu ...
presented a four-particle thought experiment in 1990, which
David Mermin Nathaniel David Mermin (; born 30 March 1935) is a solid-state physicist at Cornell University best known for the eponymous Hohenberg–Mermin–Wagner theorem, his application of the term " boojum" to superfluidity, his textbook with Neil Ash ...
then simplified to use only three particles. In this thought experiment, Victor generates a set of three spin-1/2 particles described by the quantum state, \psi\rangle = \frac(, 000\rangle - , 111\rangle) \, , where as above, , 0\rangle and , 1\rangle are the eigenvectors of the Pauli matrix \sigma_z. Victor then sends a particle each to Alice, Bob, and Charlie, who wait at widely separated locations. Alice measures either \sigma_x or \sigma_y on her particle, and so do Bob and Charlie. The result of each measurement is either +1 or -1. Applying the Born rule to the three-qubit state , \psi\rangle, Victor predicts that whenever the three measurements include one \sigma_x and two \sigma_y's, the product of the outcomes will always be +1. This follows because , \psi\rangle is an eigenvector of \sigma_x \otimes \sigma_y \otimes \sigma_y with eigenvalue +1, and likewise for \sigma_y \otimes \sigma_x \otimes \sigma_y and \sigma_y \otimes \sigma_y \otimes \sigma_x. Therefore, knowing Alice's result for a \sigma_x measurement and Bob's result for a \sigma_y measurement, Victor can predict with probability 1 what result Charlie will return for a \sigma_y measurement. According to the EPR criterion of reality, there would be an "element of reality" corresponding to the outcome of a \sigma_y measurement upon Charlie's qubit. Indeed, this same logic applies to both measurements and all three qubits. Per the EPR criterion of reality, then, each particle contains an "instruction set" that determines the outcome of a \sigma_x or \sigma_y measurement upon it. The set of all three particles would then be described by the instruction set(a_x,a_y,b_x,b_y,c_x,c_y) \, , with each entry being either -1 or +1, and each \sigma_x or \sigma_y measurement simply returning the appropriate value. If Alice, Bob, and Charlie all perform the \sigma_x measurement, then the product of their results would be a_x b_x c_x. This value can be deduced from(a_x b_y c_y) (a_y b_x c_y) (a_y b_y c_x) = a_x b_x c_x a_y^2 b_y^2 c_y^2 = a_x b_x c_x \, , because the square of either -1 or +1 is 1. Each factor in parentheses equals +1, soa_x b_x c_x = +1 \, , and the product of Alice, Bob, and Charlie's results will be +1 with probability unity. But this is inconsistent with quantum physics: Victor can predict using the state , \psi\rangle that the measurement \sigma_x \otimes \sigma_x \otimes \sigma_x will instead yield -1 with probability unity. This thought experiment can also be recast as a traditional Bell inequality or, equivalently, as a nonlocal game in the same spirit as the CHSH game. In it, Alice, Bob, and Charlie receive bits x,y,z from Victor, promised to always have an even number of ones, that is, x\oplus y\oplus z = 0, and send him back bits a,b,c. They win the game if a,b,c have an odd number of ones for all inputs except x=y=z=0, when they need to have an even number of ones. That is, they win the game
if and only if In logic and related fields such as mathematics and philosophy, "if and only if" (often shortened as "iff") is paraphrased by the biconditional, a logical connective between statements. The biconditional is true in two cases, where either bo ...
a \oplus b \oplus c = x \lor y \lor z. With local hidden variables the highest probability of victory they can have is 3/4, whereas using the quantum strategy above they win it with certainty. This is an example of
quantum pseudo-telepathy Quantum pseudo-telepathy describes the use of quantum entanglement to eliminate the need for classical communications. A nonlocal game is said to display quantum pseudo-telepathy if players who can use entanglement can win it with certainty whi ...
.


Kochen–Specker theorem (1967)

In quantum theory, orthonormal bases for a
Hilbert space In mathematics, a Hilbert space is a real number, real or complex number, complex inner product space that is also a complete metric space with respect to the metric induced by the inner product. It generalizes the notion of Euclidean space. The ...
represent measurements that can be performed upon a system having that Hilbert space. Each vector in a basis represents a possible outcome of that measurement. Suppose that a hidden variable \lambda exists, so that knowing the value of \lambda would imply certainty about the outcome of any measurement. Given a value of \lambda, each measurement outcome – that is, each vector in the Hilbert space – is either ''impossible'' or ''guaranteed.'' A Kochen–Specker configuration is a finite set of vectors made of multiple interlocking bases, with the property that a vector in it will always be ''impossible'' when considered as belonging to one basis and ''guaranteed'' when taken as belonging to another. In other words, a Kochen–Specker configuration is an "uncolorable set" that demonstrates the inconsistency of assuming a hidden variable \lambda can be controlling the measurement outcomes.


Free will theorem

The Kochen–Specker type of argument, using configurations of interlocking bases, can be combined with the idea of measuring entangled pairs that underlies Bell-type inequalities. This was noted beginning in the 1970s by Kochen, Heywood and Redhead, Stairs, and Brown and Svetlichny. As EPR pointed out, obtaining a measurement outcome on one half of an entangled pair implies certainty about the outcome of a corresponding measurement on the other half. The "EPR criterion of reality" posits that because the second half of the pair was not disturbed, that certainty must be due to a physical property belonging to it. In other words, by this criterion, a hidden variable \lambda must exist within the second, as-yet unmeasured half of the pair. No contradiction arises if only one measurement on the first half is considered. However, if the observer has a choice of multiple possible measurements, and the vectors defining those measurements form a Kochen–Specker configuration, then some outcome on the second half will be simultaneously impossible and guaranteed. This type of argument gained attention when an instance of it was advanced by John Conway and Simon Kochen under the name of the
free will theorem The free will theorem of John H. Conway and Simon B. Kochen states that if we have a free will in the sense that our choices are not a function of the past, then, under specific assumptions drawn from quantum mechanics and relativity, so must som ...
. The Conway–Kochen theorem uses a pair of entangled qutrits and a Kochen–Specker configuration discovered by
Asher Peres Asher Peres (; January 30, 1934 – January 1, 2005) was an Israeli physicist. Peres is best known for his work relating quantum mechanics and information theory. He helped to develop the Peres–Horodecki criterion for quantum entanglement, as w ...
.


Quasiclassical entanglement

As Bell pointed out, some predictions of quantum mechanics can be replicated in local hidden-variable models, including special cases of correlations produced from entanglement. This topic has been studied systematically in the years since Bell's theorem. In 1989, Reinhard Werner introduced what are now called
Werner state A Werner state is a -dimensional bipartite quantum state density matrix that is invariant under all unitary operators of the form U \otimes U. That is, it is a bipartite quantum state \rho_ that satisfies :\rho_ = (U \otimes U) \rho_ (U^\dagger \ot ...
s, joint quantum states for a pair of systems that yield EPR-type correlations but also admit a hidden-variable model. Werner states are bipartite quantum states that are invariant under unitaries of symmetric tensor-product form: \rho_ = (U \otimes U) \rho_ (U^\dagger \otimes U^\dagger). In 2004,
Robert Spekkens Robert W. Spekkens is a Canadian theoretical quantum physicist working in the fields of quantum foundations and quantum information. He is known for his work on epistemic view of quantum states (in particular the Spekkens toy model), quant ...
introduced a
toy model A toy or plaything is an object that is used primarily to provide entertainment. Simple examples include toy blocks, board games, and dolls. Toys are often designed for use by children, although many are designed specifically for adults and ...
that starts with the premise of local, discretized degrees of freedom and then imposes a "knowledge balance principle" that restricts how much an observer can know about those degrees of freedom, thereby making them into hidden variables. The allowed states of knowledge ("epistemic states") about the underlying variables ("ontic states") mimic some features of quantum states. Correlations in the toy model can emulate some aspects of entanglement, like
monogamy Monogamy ( ) is a social relation, relationship of Dyad (sociology), two individuals in which they form a mutual and exclusive intimate Significant other, partnership. Having only one partner at any one time, whether for life or #Serial monogamy ...
, but by construction, the toy model can never violate a Bell inequality.


History


Background

The question of whether quantum mechanics can be "completed" by hidden variables dates to the early years of quantum theory. In his 1932 textbook on quantum mechanics, the Hungarian-born polymath
John von Neumann John von Neumann ( ; ; December 28, 1903 – February 8, 1957) was a Hungarian and American mathematician, physicist, computer scientist and engineer. Von Neumann had perhaps the widest coverage of any mathematician of his time, in ...
presented what he claimed to be a proof that there could be no "hidden parameters". The validity and definitiveness of von Neumann's proof were questioned by
Hans Reichenbach Hans Reichenbach (; ; September 26, 1891 – April 9, 1953) was a leading philosopher of science, educator, and proponent of logical empiricism. He was influential in the areas of science, education, and of logical empiricism. He founded the ''G ...
, in more detail by
Grete Hermann Grete Hermann (2 March 1901 – 15 April 1984) was a German mathematician and philosopher noted for her work in mathematics, physics, philosophy and education. She is noted for her early philosophical work on the foundations of quantum mechanics ...
, and possibly in conversation though not in print by Albert Einstein. ( Simon Kochen and
Ernst Specker Ernst Paul Specker (11 February 1920, Zürich – 10 December 2011, Zürich) was a Swiss mathematician. Much of his most influential work was on Quine's New Foundations, a set theory with a universal set, but he is most famous for the Kochen� ...
rejected von Neumann's key assumption as early as 1961, but did not publish a criticism of it until 1967.) Einstein argued persistently that quantum mechanics could not be a complete theory. His preferred argument relied on a principle of locality: :Consider a mechanical system constituted of two partial systems ''A'' and ''B'' which have interaction with each other only during limited time. Let the ψ function before their interaction be given. Then the
Schrödinger equation The Schrödinger equation is a partial differential equation that governs the wave function of a non-relativistic quantum-mechanical system. Its discovery was a significant landmark in the development of quantum mechanics. It is named after E ...
will furnish the ψ function after their interaction has taken place. Let us now determine the physical condition of the partial system ''A'' as completely as possible by measurements. Then the quantum mechanics allows us to determine the ψ function of the partial system ''B'' from the measurements made, and from the ψ function of the total system. This determination, however, gives a result which depends upon ''which'' of the determining magnitudes specifying the condition of ''A'' has been measured (for instance coordinates ''or'' momenta). Since there can be only ''one'' physical condition of ''B'' after the interaction and which can reasonably not be considered as dependent on the particular measurement we perform on the system ''A'' separated from ''B'' it may be concluded that the ψ function is not unambiguously coordinated with the physical condition. This coordination of several ψ functions with the same physical condition of system ''B'' shows again that the ψ function cannot be interpreted as a (complete) description of a physical condition of a unit system. The EPR thought experiment is similar, also considering two separated systems ''A'' and ''B'' described by a joint wave function. However, the EPR paper adds the idea later known as the EPR criterion of reality, according to which the ability to predict with probability 1 the outcome of a measurement upon ''B'' implies the existence of an "element of reality" within ''B''. In 1951,
David Bohm David Joseph Bohm (; 20 December 1917 – 27 October 1992) was an American scientist who has been described as one of the most significant Theoretical physics, theoretical physicists of the 20th centuryDavid Peat Who's Afraid of Schrödinger' ...
proposed a variant of the EPR thought experiment in which the measurements have discrete ranges of possible outcomes, unlike the position and momentum measurements considered by EPR. The year before,
Chien-Shiung Wu Chien-Shiung Wu ( zh, t=吳健雄, p=Wú Jiànxióng, w=Wu2 Chien4-Hsiung2; May 31, 1912 – February 16, 1997) was a Chinese-American particle physics, particle and experimental physicist who made significant contributions in the fields of nucle ...
and Irving Shaknov had successfully measured polarizations of photons produced in entangled pairs, thereby making the Bohm version of the EPR thought experiment practically feasible. By the late 1940s, the mathematician
George Mackey George Whitelaw Mackey (February 1, 1916 – March 15, 2006) was an American mathematician known for his contributions to quantum logic, representation theory, and noncommutative geometry. Career Mackey earned his B.A. at Rice University in 1938 ...
had grown interested in the foundations of quantum physics, and in 1957 he drew up a list of postulates that he took to be a precise definition of quantum mechanics. Mackey conjectured that one of the postulates was redundant, and shortly thereafter,
Andrew M. Gleason Andrew Mattei Gleason (19212008) was an American mathematician who made fundamental contributions to widely varied areas of mathematics, including the solution of Hilbert's fifth problem, and was a leader in reform and innovation in teaching a ...
proved that it was indeed deducible from the other postulates.
Gleason's theorem In mathematical physics, Gleason's theorem shows that the rule one uses to calculate probabilities in quantum physics, the Born rule, can be derived from the usual mathematical representation of measurements in quantum physics together with the a ...
provided an argument that a broad class of hidden-variable theories are incompatible with quantum mechanics. More specifically, Gleason's theorem rules out hidden-variable models that are "noncontextual". Any hidden-variable model for quantum mechanics must, in order to avoid the implications of Gleason's theorem, involve hidden variables that are not properties belonging to the measured system alone but also dependent upon the external context in which the measurement is made. This type of dependence is often seen as contrived or undesirable; in some settings, it is inconsistent with
special relativity In physics, the special theory of relativity, or special relativity for short, is a scientific theory of the relationship between Spacetime, space and time. In Albert Einstein's 1905 paper, Annus Mirabilis papers#Special relativity, "On the Ele ...
. The Kochen–Specker theorem refines this statement by constructing a specific finite subset of rays on which no such probability measure can be defined. Tsung-Dao Lee came close to deriving Bell's theorem in 1960. He considered events where two
kaon In particle physics, a kaon, also called a K meson and denoted , is any of a group of four mesons distinguished by a quantum number called strangeness. In the quark model they are understood to be bound states of a strange quark (or antiquark ...
s were produced traveling in opposite directions, and came to the conclusion that hidden variables could not explain the correlations that could be obtained in such situations. However, complications arose due to the fact that kaons decay, and he did not go so far as to deduce a Bell-type inequality.


Bell's publications

Bell chose to publish his theorem in a comparatively obscure journal because it did not require page charges, in fact paying the authors who published there at the time. Because the journal did not provide free reprints of articles for the authors to distribute, however, Bell had to spend the money he received to buy copies that he could send to other physicists. While the articles printed in the journal themselves listed the publication's name simply as ''Physics'', the covers carried the trilingual version '' Physics Physique Физика'' to reflect that it would print articles in English, French and Russian. Prior to proving his 1964 result, Bell also proved a result equivalent to the Kochen–Specker theorem (hence the latter is sometimes also known as the Bell–Kochen–Specker or Bell–KS theorem). However, publication of this theorem was inadvertently delayed until 1966. In that paper, Bell argued that because an explanation of quantum phenomena in terms of hidden variables would require nonlocality, the EPR paradox "is resolved in the way which Einstein would have liked least."


Experiments

In 1967, the unusual title ''Physics Physique Физика'' caught the attention of
John Clauser John Francis Clauser (; born December 1, 1942) is an American theoretical and experimental physicist known for contributions to the foundations of quantum mechanics, in particular the Clauser–Horne–Shimony–Holt inequality. Clauser was aw ...
, who then discovered Bell's paper and began to consider how to perform a
Bell test A Bell test, also known as Bell inequality test or Bell experiment, is a real-world physics experiment designed to test the theory of quantum mechanics in relation to Albert Einstein's concept of local realism. Named for John Stewart Bell, the exp ...
in the laboratory. Clauser and
Stuart Freedman Stuart Jay Freedman (January 13, 1944 – November 10, 2012) was an American physicist, known for his experiment testing Bell's inequality proposed to him by John Clauser at the University of California, Berkeley as well as for his contributions ...
would go on to perform a Bell test in 1972. This was only a limited test, because the choice of detector settings was made before the photons had left the source. In 1982,
Alain Aspect Alain Aspect (; born 15 June 1947) is a French physicist noted for his experimental work on quantum entanglement. Aspect was awarded the 2022 Nobel Prize in Physics, jointly with John Clauser and Anton Zeilinger, "for experiments with Quantum e ...
and collaborators performed the first Bell test to remove this limitation. This began a trend of progressively more stringent Bell tests. The GHZ thought experiment was implemented in practice, using entangled triplets of photons, in 2000. By 2002, testing the CHSH inequality was feasible in undergraduate laboratory courses. In Bell tests, there may be problems of experimental design or set-up that affect the validity of the experimental findings. These problems are often referred to as "loopholes". The purpose of the experiment is to test whether nature can be described by
local hidden-variable theory In the interpretation of quantum mechanics, a local hidden-variable theory is a hidden-variable theory that satisfies the principle of locality. These models attempt to account for the probabilistic features of quantum mechanics via the mechanism ...
, which would contradict the predictions of quantum mechanics. The most prevalent loopholes in real experiments are the ''detection'' and ''locality'' loopholes. The detection loophole is opened when a small fraction of the particles (usually photons) are detected in the experiment, making it possible to explain the data with local hidden variables by assuming that the detected particles are an unrepresentative sample. The locality loophole is opened when the detections are not done with a spacelike separation, making it possible for the result of one measurement to influence the other without contradicting relativity. In some experiments there may be additional defects that make local-hidden-variable explanations of Bell test violations possible. Although both the locality and detection loopholes had been closed in different experiments, a long-standing challenge was to close both simultaneously in the same experiment. This was finally achieved in three experiments in 2015. Regarding these results,
Alain Aspect Alain Aspect (; born 15 June 1947) is a French physicist noted for his experimental work on quantum entanglement. Aspect was awarded the 2022 Nobel Prize in Physics, jointly with John Clauser and Anton Zeilinger, "for experiments with Quantum e ...
writes that "no experiment ... can be said to be totally loophole-free," but he says the experiments "remove the last doubts that we should renounce" local hidden variables, and refers to examples of remaining loopholes as being "far fetched" and "foreign to the usual way of reasoning in physics." These efforts to experimentally validate violations of the Bell inequalities would later result in Clauser, Aspect, and
Anton Zeilinger Anton Zeilinger (; born 20 May 1945) is an Austrian quantum physicist and Nobel laureate in physics of 2022. Zeilinger is professor of physics emeritus at the University of Vienna and senior scientist at the Institute for Quantum Optics and Qu ...
being awarded the 2022
Nobel Prize in Physics The Nobel Prize in Physics () is an annual award given by the Royal Swedish Academy of Sciences for those who have made the most outstanding contributions to mankind in the field of physics. It is one of the five Nobel Prizes established by the ...
.


Interpretations

Reactions to Bell's theorem have been many and varied. Maximilian Schlosshauer, Johannes Kofler, and Zeilinger write that Bell inequalities provide "a wonderful example of how we can have a rigorous theoretical result tested by numerous experiments, and yet disagree about the implications."


The Copenhagen interpretation

Copenhagen-type interpretations generally take the violation of Bell inequalities as grounds to reject the assumption often called
counterfactual definiteness In quantum mechanics, counterfactual definiteness (CFD) is the ability to speak "meaningfully" of the definiteness of the results of measurements that have not been performed (i.e., the ability to assume the existence of objects, and properties of ...
or "realism", which is not necessarily the same as abandoning realism in a broader philosophical sense. For example, Roland Omnès argues for the rejection of hidden variables and concludes that "quantum mechanics is probably as realistic as any theory of its scope and maturity ever will be". Likewise,
Rudolf Peierls Sir Rudolf Ernst Peierls, (; ; 5 June 1907 – 19 September 1995) was a German-born British physicist who played a major role in Tube Alloys, Britain's nuclear weapon programme, as well as the subsequent Manhattan Project, the combined Allied ...
took the message of Bell's theorem to be that, because the premise of locality is physically reasonable, "hidden variables cannot be introduced without abandoning some of the results of quantum mechanics". This is also the route taken by interpretations that descend from the Copenhagen tradition, such as consistent histories (often advertised as "Copenhagen done right"), as well as QBism.


Many-worlds interpretation of quantum mechanics

The
Many-worlds interpretation The many-worlds interpretation (MWI) is an interpretation of quantum mechanics that asserts that the universal wavefunction is Philosophical realism, objectively real, and that there is no wave function collapse. This implies that all Possible ...
, also known as the Everett interpretation, is dynamically local, meaning that it does not call for
action at a distance Action at a distance is the concept in physics that an object's motion (physics), motion can be affected by another object without the two being in Contact mechanics, physical contact; that is, it is the concept of the non-local interaction of ob ...
, and deterministic, because it consists of the unitary part of quantum mechanics without collapse. It can generate correlations that violate a Bell inequality because it violates an implicit assumption by Bell that measurements have a single outcome. In fact, Bell's theorem can be proven in the Many-Worlds framework from the assumption that a measurement has a single outcome. Therefore, a violation of a Bell inequality can be interpreted as a demonstration that measurements have multiple outcomes. The explanation it provides for the Bell correlations is that when Alice and Bob make their measurements, they split into local branches. From the point of view of each copy of Alice, there are multiple copies of Bob experiencing different results, so Bob cannot have a definite result, and the same is true from the point of view of each copy of Bob. They will obtain a mutually well-defined result only when their future light cones overlap. At this point we can say that the Bell correlation starts existing, but it was produced by a purely local mechanism. Therefore, the violation of a Bell inequality cannot be interpreted as a proof of non-locality.


Non-local hidden variables

Most advocates of the hidden-variables idea believe that experiments have ruled out local hidden variables. They are ready to give up locality, explaining the violation of Bell's inequality by means of a non-local
hidden variable theory In physics, a hidden-variable theory is a deterministic model which seeks to explain the probabilistic nature of quantum mechanics by introducing additional, possibly inaccessible, variables. The mathematical formulation of quantum mechanics as ...
, in which the particles exchange information about their states. This is the basis of the
Bohm interpretation Bohm may refer to: Physics * David Bohm, 20th century theoretical physicist who lent his name to several concepts in physics: ** Aharonov–Bohm effect of electromagnetic potential on a particle ** Bohm sheath criterion for a Debye sheath plasma ...
of quantum mechanics, which requires that all particles in the universe be able to instantaneously exchange information with all others. One challenge for non-local hidden variable theories is to explain why this instantaneous communication can exist at the level of the hidden variables, but it cannot be used to send signals. A 2007 experiment ruled out a large class of non-Bohmian non-local hidden variable theories, though not Bohmian mechanics itself. The
transactional interpretation The transactional interpretation of quantum mechanics (TIQM) takes the wave function of the standard quantum formalism, and its complex conjugate, to be retarded (forward in time) and advanced (backward in time) waves that form a quantum interact ...
, which postulates waves traveling both backwards and forwards in time, is likewise non-local.


Superdeterminism

A necessary assumption to derive Bell's theorem is that the hidden variables are not correlated with the measurement settings. This assumption has been justified on the grounds that the experimenter has "
free will Free will is generally understood as the capacity or ability of people to (a) choice, choose between different possible courses of Action (philosophy), action, (b) exercise control over their actions in a way that is necessary for moral respon ...
" to choose the settings, and that it is necessary to do science in the first place. A (hypothetical) theory where the choice of measurement is necessarily correlated with the system being measured is known as ''superdeterministic''. A few advocates of deterministic models have not given up on local hidden variables. For example,
Gerard 't Hooft Gerardus "Gerard" 't Hooft (; born July 5, 1946) is a Dutch theoretical physicist and professor at Utrecht University, the Netherlands. He shared the 1999 Nobel Prize in Physics with his thesis advisor Martinus J. G. Veltman "for elucidating t ...
has argued that superdeterminism cannot be dismissed.


See also

*
Buscemi nonlocality Buscemi nonlocality, a concept proposed by Francesco Buscemi in 2012, refers to a type of quantum nonlocality that arises in Bell tests where the local measurement settings are determined not by classical programs but by quantum states. Such ge ...
* Einstein's thought experiments * '' Epistemological Letters'' * Fundamental Fysiks Group *
Leggett inequality In physics, the Leggett inequalities, named for Anthony James Leggett, who derived them, are a related pair of mathematical expressions concerning the correlations of properties of entangled particles. (As published by Leggett, the inequalities ...
* Leggett–Garg inequality *
Mermin's device In physics, Mermin's device or Mermin's machine is a thought experiment intended to illustrate the non-classical features of nature without making a direct reference to quantum mechanics. The challenge is to reproduce the results of the thought exp ...
*
Mott problem The Mott problem is an iconic challenge to quantum mechanics theory: how can the prediction of spherically symmetric wave function result in linear tracks seen in a cloud chamber. The problem was first formulated in 1927 by Albert Einstein and Max ...
* PBR theorem *
Quantum contextuality Quantum contextuality is a feature of the phenomenology of quantum mechanics whereby measurements of quantum observables cannot simply be thought of as revealing pre-existing values. Any attempt to do so in a realistic hidden-variable theory leads ...
*
Quantum nonlocality In theoretical physics, quantum nonlocality refers to the phenomenon by which the measurement statistics of a multipartite quantum system do not allow an interpretation with local realism. Quantum nonlocality has been experimentally verified unde ...
* Renninger negative-result experiment


Notes


References


Further reading

The following are intended for general audiences. * * * * * * * The following are more technically oriented. * * * * * * * * * * * * * * * *


External links


Mermin: Spooky Actions At A Distance? Oppenheimer Lecture
* * {{Authority control Quantum information science Quantum measurement Theorems in quantum mechanics Hidden variable theory Inequalities (mathematics) 1964 introductions No-go theorems