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The nature of quantum states: hidden variables versus Bell's inequality
For this Qiskit in Classrooms module, students must have a working Python environment with the following packages installed:
qiskitv2.1.0 or newerqiskit-ibm-runtimev0.40.1 or newerqiskit-aerv0.17.0 or newerqiskit.visualizationnumpypylatexenc
To set up and install the packages above, see the Install Qiskit guide. In order to run jobs on real quantum computers, students will need to set up an account with IBM Quantum® by following the steps in the Set up your IBM Cloud account guide.
This module was tested and used 12 seconds of QPU time. This is an estimate only. Your actual usage may vary.
# Uncomment and modify this line as needed to install dependencies
#!pip install 'qiskit>=2.1.0' 'qiskit-ibm-runtime>=0.40.1' 'qiskit-aer>=0.17.0' 'numpy' 'pylatexenc'
Watch the module walkthrough by Dr. Katie McCormick below, or click here to watch it on YouTube.
Background
In many calculations throughout quantum mechanics, you start with a known state of a system, and that state is typically known through a measurement. Today we want to answer the question, “What can you say about a particle's state prior to any measurement?” An obvious corollary is, “How can we know, if we're not allowed to measure?”
This question dates back to the early days of quantum mechanics. Pioneers in the field fell into factions with Einstein and many others saying that a particle is simply in some unknown state prior to measurement. Others, notably Max Born, and later Niels Bohr made a more radical claim, saying the state of a particle was truly undetermined by nature prior to measurement, not merely unknown to humans. Measurement then probabilistically collapses the particle into a definite state. Einstein, dissatisfied with this explanation, famously quipped at this, "Gott würfelt nicht," which roughly translates into "God does not play dice."
For decades after this disagreement emerged, many thought it might never be answered, or that it was a matter of perspective. Then, in 1964, John Bell, a physicist from Northern Ireland, wrote a paper in which he explored the statistics of certain experiments that could answer this question definitively. He showed that in a particular test, one arrives at one set of statistics from defined (but unknown) quantum states, and a different set of statistics from quantum states undetermined by nature.
At that time of Bell's paper, experimental tests of the statistics involved were inaccessible to all but researchers at the very forefront of physics. But today, IBM Quantum has made it possible for students all over the world to use real quantum devices, remotely over the cloud, and for free, to explore the nature of quantum states. This is what you will do today.
Setup of the thought experiment: entanglement of spin
There are processes in which a particle with no spin decays into two particles that each have spin. Since spin is a kind of angular momentum, the law of conservation of angular momentum would suggest that the two outcoming particles must have spins exactly anti-aligned. Indeed this is experimentally observed.
An example: a neutral pi meson sometimes decays into a positron and an electron: Don’t worry if you don’t know what those particles are, and don't worry if you know them so well that you know this decay type is relatively unlikely. Just know that if one of the outcoming particles is spin up, the other must be spin down, and vice versa. Of course, there is nothing special about "up" and "down"; the same antialignment is observed if measurements are made along what we often call or . This decay is a compelling context for us to consider, because we can sidestep questions about what measurements took place in the past; the positron and electron didn't even exist until the moment of decay.
We can let mesons decay and watch the deflection of the outcoming particles under the influence of an inhomogeneous magnetic field. An inhomogeneous field used to deflect spins is often called a Stern-Gerlach device, after the researchers who first used it to (accidentally) gather evidence of the existence of quantum mechanical spin. Note that the story here is more complicated than the original experiment since the electron and positron are also charged (unlike the silver atoms in the Stern Gerlach experiment). But we know how charged particles move in a magnetic field, and we can subtract out that effect. In what follows, we will assume the deflections used in our calculations are due to the spin of the particles and not the charge. Consequently, for our purposes it doesn't matter which observer gets the positron and which gets the electron. The experimental setup is something like this:

As the meson decays, an electron is kicked out in one direction, and a positron in the other. Each of these two particles will travel through an inhomogeneous magnetic field, causing it to be deflected either in the direction of the magnetic field, or opposite the magnetic field.
If we have a source of many mesons, we can collect statistics on this. If an observer on the left and one on the right (call them Lucas and Rihanna, respectively) always measure along the same axis, these statistics will not be very interesting: every time one measures up, the other measures down; every time one measures into the page, the other will measure out of the page, and so on. However, if the players are free to measure the spin along any direction they like, we may find something more interesting.
The experiment described above, in which particles fly off with spin angular momentum that is measured by two observers was initially proposed by Einstein, Podolsky, and Rosen (EPR) in this paper, and this is sometimes referred to as an "EPR experiment".
Our options
Let us restate the two historical viewpoints, for clarity:
Option 1 (Einstein): The two spins (the electron and positron) are determined, in the sense that the outcome of any measurement along any axis is pre-determined by nature, even if we don't know what it is. One might think of this as the spins having some real, well-defined orientation in space, which is not known to us, but which exists. Or one might think of this as a set of information or instructions that determine outcomes of measurements along , , , or anything in between. Measuring the spin of the positron (say along z) forces it to orient and align in the z or -z direction. This has no causal influence on the electron spin, although we know the electron spin started out opposite the positron spin, so if the positron spin is measured to be along +z, the electron spin is measured along -z. Other than the initial condition of instructions that conserve angular momentum (the spins being anti-aligned), there is no connection between the two spins. This option is sometimes called "hidden variables", as in: the projections along different axes are determined, but are hidden from us.
Option 2 (Born): The spins are both undetermined in their initial states… not merely unknown, but ill-defined physically, with no definite orientation or instructions on experimental outcomes, until they are measured. Measuring the positron spin “collapses” the space of all possibilities down to a single determined state, either along the +z or -z axes. This measurement of the positron forces the electron spin to also collapse into a well-defined projection along z, exactly opposite the positron’s. This effect occurs spread out across the space between the positron and electron. This has been called "spooky action at a distance”, but one might less-dramatically call it "non-local physics".
Check your understanding
Read the question below, think about your answer, then click the triangle to reveal the solution.
It would be great to distinguish between the Einstein and Born options experimentally. What are some experiments that would yield the same results regardless of which option is true? Can you think of an experiment that would yield different results for the two options? Note It would be very impressive if you could come up with an experiment that would yield different results for Einstein's and Born's options; it took humans decades to come up with one.
Answer:
Sticking with the experiment described so far (that is, no net spin with the positron and electron anti-aligned), measurement of both spins along , , or would always yield opposite signs due to conservation of angular momentum, independent of which option is correct. Measuring one particle's spin (say, the electron) along one direction (say, ) means the spin of the other particle, the positron, would be measured along . If instead you measure the spin of the positron along the direction, it will be equally likely to come out or . This could be because that's what the hidden instructions say (Einstein's option 1) or because the probability distribution of the positron's spin updates after the measurement of the electron spin, and the new probability distribution is consistent with a 50-50 split between (Born's option 2). These points are explained in more detail below.
The answer is only slightly different if you consider a decay of a particle with spin-1, such that the two emerging particles (like the positron and electron) must have their spins aligned, rather than anti-aligned. If one is measured along , a measurement of the other particle along the axis must also yield , and so on. As before, this could result from either option.
The rest of this lesson is devoted to an experiment that can distinguish between Einstein and Born's options, and so we won't go into much detail here. However, part of the trick is measuring the two particles along different directions (like and , or even some direction between the traditional Cartesian axes). The rest comes from carefully considering the precise probability of obtaining different outcomes given the predictions of quantum mechanics and those of classical information as in hidden variables.
In either option, if the two observers, Lucas and Rihanna, measure along the same axis, we would expect them to obtain anti-aligned spins, regardless of which option is true. To see why, consider the diagrams below.

The figure above shows Einstein's option. The directions of the spins are opposite and determined. If we measure along the axis, one will be along , and one along . We have no reason to assume that the positron would be along , and the electron along ; the image merely shows that the spins will be measured to be in opposite directions. In fact, a given spin need not actually have a component of its spin along the direction eventually measured, in the case of Einstein's option. The weakest statement of Einstein's option is that there is some set of instructions that are stored in the spin that determine what the measurements outcomes will be when measured along any axis. We don't need to picture that these instructions are in the form of a simple vector (see diagram below); we'll return to this, later.

The figure below shows Born's option, in which the directions of the positron and electron spins are smeared out in a distribution of probability and have no definite direction. Don't read too much into the shape of the distribution. Each spin could actually have a non-zero probability of pointing in any direction as long as they are opposite each other; we have simply drawn them as fractions of the circle so we can visually distinguish them for discussion. Note that in the case of Born's option, it is still true that angular momentum must be conserved. So if one wave of probability is "collapsed" such that the spin points along , the other will point along and be deflected in the opposite direction. The options appear identical.

But what happens when observers L and R can measure along any of three axes, with each pair 120 degrees apart, as shown in Figures 4 & 5. Each observer can decide at random along what axis they will measure the spin (a, b, or c). The two do not need to measure along the same axis. When each observer measures, they might find a positive projection on their axis of choice, or they might find a negative projection. For example, Lucas and Rihanna might measure +a and -b or +b and +c. Note that if they happen to choose to measure along the same axis, then they MUST obtain opposite signs in their projections: +a and -a, +b and -b, or +c and -c; they cannot both find, for example +a. In the next section, we will work through how to calculate the probability of Lucas and Rihanna getting the same sign on their measured axes (++ or --) and opposite signs (+-) or (-+).

The two figures above illustrate possible hidden-variables interpretations in this new, three-axis measurement scenario. That is, either the spins are already determined, as vectors, or a set of physical instructions exists somehow embedded in the system such that the outcomes of all possible measurements are pre-determined, even if they are unknowable to experimenters prior to measurement. The alternative is illustrated below. Some probability distribution of outcomes exists, and this distribution can tell us some things about the likelihood of different measurement outcomes, but the outcomes are undetermined by nature prior to measurement.

We can ask ourselves, “How often should the two players find the same sign of the spin’s projection?” That is, we are not even recording along which axis they chose to measure; we are simply recording whether they found the same sign or a different sign. It is not obvious whether Einstein's and Born's options will yield the same result in this more complicated measurement scheme. But it should be clear from Figures 4 and 5 that it is for there to be a difference. For the case shown in Einstein's option, a measurement of the projection of the spin on axis will definitely yield , and the projection of the spin on axis will yield (barely). But in Born's option, the possibilities are wide open. It is true that angular momentum is still conserved. But since the two magnetic fields are not oriented in along the same axis, we force the particles into a situation where they must collapse onto different axes (through interactions with the field). In the next section, we will use quantum mechanics to determine what the probabilities should be, given Born's option, that Lucas and Rihanna obtain the same sign on their measured axes (++ or --), and the probabilities that they will obtain opposite signs (+- or -+).
Predictions
What does Einstein's option (hidden variables) predict?
If Einstein's option is true, then any given pair of and will have a set of vector components to their spins. For example, the electron might have components , in which case the positron must have components . We are only specifying here the sign of the projection on each axis, not the magnitude. Imagine we allow a very large number of such decays to take place, and we collect measurements to populate the table below.
| Population | Particle 1 | Particle 2 |
|---|---|---|
For each case in the table above, there are 9 possible choices for Lucas's and Rihanna's axes: , , , , , , , , and . Reading from this table, the probability of the two observers measuring the same sign for rows 1 and 8 are zero. For rows 2-7, there are 4 ways to obtain the same sign, which we will show only for row 2:
Same signs: , , , Opposite signs: , , , ,
So if Einstein's option is the correct interpretation of quantum states, the total probability summed over all possible populations, of Lucas and Rihanna obtaining the same sign of spin projection on their randomly chosen axes would be: Where equality holds only if .
Check your understanding
Read the questions below, think about your answers, then click the triangles to reveal the solutions.
For row 2 of the chart above, we listed all the possible ways for Lucas and Rihanna to obtain the same sign for their measurements, and all the ways they could obtain different signs. Repeat this for the third row.
Answer:
Same signs: , , ,
Opposite signs: , , , ,
The table above refers to "populations", meaning that we do not know how many of each type of instructions nature produces, if the hidden-variables treatment is correct. Show that no matter what the distribution of through , the probability of obtaining the same sign from measurements is always less than or equal to 4/9.
Answer:
Let us start by assuming a constant number of total measurement trials, such that is constant. Note that in the special case where , the expression reduces to
Now suppose that either or . Then