[Physics] What combinations of realism, non-locality, and contextuality are ruled out in quantum theory

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Bell's inequality theorem, along with experimental evidence, shows that we cannot have both realism and locality. While I don't fully understand it, Leggett's inequality takes this a step further and shows that we can't even have non-local realism theories. Apparently there are some hidden variable theories that get around this by having measurements be contextual. I've heard there are even inequalities telling us how much quantum mechanics does or doesn't require contextuality, but I had trouble finding information on this.

This is all confusing to me, and it would be helpful if someone could explain precisely (mathematically?) what is meant by: realism, locality (I assume I understand this one), and contextuality.

What combinations of realism, locality, and contextuality can we rule out using inequality theorems (assuming we have experimental data)?

Best Answer

Realism refers to a philosophical position that says that certain attributes of the world of experience are independent of our observations. Let's take a physics example. In classical physics we used to say that a particle has a definite position and a definite momentum at a certain instant of time. These are represented by real numbers and they have those definite numbers independent of any observation. This seemed to be the only sane position one can take about the objective world. However the uncertainty principle of quantum mechanics tells us that a particle can not have both a well defined value of position and well defined value of momentum at the same time along the same direction independent of measurement. The more accurately one tries to measure one the less accurately one can have the knowledge of the other. Philosophically it means that position and its conjugate momentum can not have simultaneous reality. This realization had led the founding fathers of quantum theory to reformulate mechanics into a new theory called quantum mechanics. In QM a system is represented by a state vector in an abstract space. The length (norm) of this vector remain unchanged but with time its direction changes (for simplicity I am discussing Schrödinger picture). The various components of this state vector along the axes are various eigenstates with definite value of certain observables. Obviously the state vector is the linear combination of these eigenstates. Whenever a measurement is performed the state vector collapses to one of the eigenstates with certain probability determined by the Schrödinger's equation.

The so-called realists claim that the system was already in a definite state characterized by some additional hidden parameters before the measurement and since we are not aware of those hidden parameters we have an incomplete knowledge of the system. The random outcome reflects our incomplete knowledge of the system. There are number of hidden variable theories developed which reproduced the results of ordinary quantum mechanics.

Then surprisingly Bell discovered the famous Bell's inequality and showed that not all results are identical for both qm and local hidden variable theories. Experiment carried out and the verdict was clear. QM won. Nature supported QM. Therefore local hidden variable theories were ruled out. However there are nonlocal hidden variable theories which still survived like Bohmian mechanics. (I would also like to emphasize that MWI is an interpretation which is to some extent realist in spirit and it is by no means ruled out)

But what is locality? Locality is the assumption that an object can be influenced only by its immediate surroundings by the events which took place in its immediate past. All classical and quantum field theories depends on this assumption in an essential way. Non locality implies that two events which are separated from each other by space-like separation can affect each other. Some people demand (imho) falsely that EPR type entanglement violates locality. In reality in never does. All one need to abandon is realism. Entanglement just shows that there exists quantum correlations between particles which were in past had some common origin. It also shows that if it were a classical world then the EPR entanglements effects were nonlocal. But we live in a quantum world and there is no non locality.

Therefore in a nutshell, locality is certainly not ruled out. Realism is ruled out to a large extent.

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