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The thought experiment involves a pair of particles prepared in an entangled state
(note that this terminology was invented only later). Einstein,
Podolsky, and Rosen pointed out that, in this state, if the position of
the first particle were measured, the result of measuring the position
of the second particle could be predicted. If, instead, the momentum of
the first particle were measured, then the result of measuring the
momentum of the second particle could be predicted. They argued that no
action taken on the first particle could instantaneously affect the
other, since this would involve information being transmitted faster
than light, which is forbidden by the theory of relativity.
They invoked a principle, later known as the "EPR criterion of
reality", positing that, "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". From this, they
inferred that the second particle must have a definite value of position
and of momentum prior to either being measured. This contradicted the
view associated with Niels Bohr and Werner Heisenberg,
according to which a quantum particle does not have a definite value of
a property like momentum until the measurement takes place.
History
The work was done at the Institute for Advanced Study in 1934, which Einstein had joined the prior year
after he had fled Nazi Germany. The resulting paper was written by
Podolsky, and Einstein thought it did not accurately reflect his own
views. The publication of the paper prompted a response by Niels Bohr, which he published in the same journal, in the same year, using the same title. This exchange was only one chapter in a prolonged debate between Bohr and Einstein about the fundamental nature of reality.
Einstein struggled unsuccessfully for the rest of his life to find a theory that could better comply with his idea of locality.
Since his death, experiments analogous to the one described in the EPR
paper have been carried out (notoriously by the group of Alain Aspect
in the 1980s) that have confirmed that physical probabilities, as
predicted by quantum theory, do exhibit the phenomena of Bell-inequality
violations that are considered to invalidate EPR's preferred "local
hidden-variables" type of explanation for the correlations to which EPR
first drew attention.
The paradox
The original paper
purports to describe what must happen to "two systems I and II, which
we permit to interact ...", and, after some time, "we suppose that there
is no longer any interaction between the two parts." The EPR
description involves "two particles, A and B, [which] interact briefly
and then move off in opposite directions." According to Heisenberg's uncertainty principle,
it is impossible to measure both the momentum and the position of
particle B exactly. However, it is possible to measure the exact
position of particle A. By calculation, therefore, with the exact
position of particle A known, the exact position of particle B can be
known. Alternatively, the exact momentum of particle A can be measured,
so the exact momentum of particle B can be worked out. As Manjit Kumar
writes, "EPR argued that they had proved that ... [particle] B can have
simultaneously exact values of position and momentum. ... Particle B
has a position that is real and a momentum that is real."
EPR appeared to have contrived a means to establish the exact values of either the momentum or
the position of B due to measurements made on particle A, without the
slightest possibility of particle B being physically disturbed.
EPR tried to set up a paradox to question the range of true
application of quantum mechanics: Quantum theory predicts that both
values cannot be known for a particle, and yet the EPR thought
experiment purports to show that they must all have determinate values.
The EPR paper says: "We are thus forced to conclude that the
quantum-mechanical description of physical reality given by wave
functions is not complete."
The EPR paper ends by saying:
While we have thus
shown that the wave function does not provide a complete description of
the physical reality, we left open the question of whether or not such a
description exists. We believe, however, that such a theory is
possible.
The 1935 EPR paper condensed the philosophical discussion into a
physical argument. The authors claim that given a specific experiment,
in which the outcome of a measurement is known before the measurement
takes place, there must exist something in the real world, an "element
of reality", that determines the measurement outcome. They postulate
that these elements of reality are, in modern terminology, local, in the sense that each belongs to a certain point in spacetime. Each element may, again in modern terminology, only be influenced by events which are located in the backward light cone
of its point in spacetime (i.e., the past). These claims are founded on
assumptions about nature that constitute what is now known as local realism.
Though the EPR paper has often been taken as an exact expression
of Einstein's views, it was primarily authored by Podolsky, based on
discussions at the Institute for Advanced Study with Einstein and Rosen. Einstein later expressed to Erwin Schrödinger
that, "it did not come out as well as I had originally wanted; rather,
the essential thing was, so to speak, smothered by the formalism." (Einstein would later go on to present an individual account of his local realist ideas.) Shortly before the EPR paper appeared in the Physical Review, the New York Times
ran a news story about it, under the headline "Einstein Attacks Quantum
Theory". The story, which quoted Podolsky, irritated Einstein, who
wrote to the Times, "Any information upon which the article
'Einstein Attacks Quantum Theory' in your issue of May 4 is based was
given to you without authority. It is my invariable practice to discuss
scientific matters only in the appropriate forum and I deprecate advance
publication of any announcement in regard to such matters in the
secular press."
The Times story also sought out comment from physicist Edward Condon,
who said, "Of course, a great deal of the argument hinges on just what
meaning is to be attached to the word 'reality' in physics." The physicist and historian Max Jammer
later noted, "t remains a historical fact that the earliest
criticism of the EPR paper — moreover, a criticism which correctly saw
in Einstein's conception of physical reality the key problem of the
whole issue — appeared in a daily newspaper prior to the publication of
the criticized paper itself."
Bohr's reply
Bohr's response to the EPR paper was published in the Physical Review later in 1935. He argued that EPR had reasoned fallaciously. Because measurements of position and of momentum are complementary,
making the choice to measure one excludes the possibility of measuring
the other. Consequently, a fact deduced regarding one arrangement of
laboratory apparatus could not be combined with a fact deduced by means
of the other, and so, the inference of predetermined position and
momentum values for the second particle was not valid. Bohr concluded
that EPR's "arguments do not justify their conclusion that the quantum
description turns out to be essentially incomplete."
Einstein's own argument
In
his own publications and correspondence, Einstein used a different
argument to insist that quantum mechanics is an incomplete theory.
He explicitly de-emphasized EPR's attribution of "elements of reality"
to the position and momentum of particle B, saying that "I couldn't care
less" whether the resulting states of particle B allowed one to predict
the position and momentum with certainty.
For Einstein, the crucial part of the argument was the demonstration of nonlocality, that the choice of measurement done in particle A, either position or momentum, would lead to two different
quantum states of particle B. He argued that, because of locality, the
real state of particle B couldn't depend on which kind of measurement
was done in A, and therefore the quantum states cannot be in one-to-one
correspondence with the real states.
Later developments
Bohm's variant
In 1951, David Bohm
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 EPR–Bohm thought experiment can be explained using electron–positron pairs. Suppose we have a source that emits electron–positron pairs, with the electron sent to destination A, where there is an observer named Alice, and the positron sent to destination B, where there is an observer named Bob. According to quantum mechanics, we can arrange our source so that each emitted pair occupies a quantum state called a spin singlet. The particles are thus said to be entangled. This can be viewed as a quantum superposition of two states, which we call state I and state II. In state I, the electron has spin pointing upward along the z-axis (+z) and the positron has spin pointing downward along the z-axis (−z). In state II, the electron has spin −z and the positron has spin +z.
Because it is in a superposition of states it is impossible without
measuring to know the definite state of spin of either particle in the
spin singlet.
The
EPR thought experiment, performed with electron–positron pairs. A
source (center) sends particles toward two observers, electrons to Alice
(left) and positrons to Bob (right), who can perform spin measurements.
Alice now measures the spin along the z-axis. She can obtain one of two possible outcomes: +z or −z. Suppose she gets +z. Informally speaking, the quantum state of the system collapses
into state I. The quantum state determines the probable outcomes of any
measurement performed on the system. In this case, if Bob subsequently
measures spin along the z-axis, there is 100% probability that he will obtain −z. Similarly, if Alice gets −z, Bob will get +z.
There is, of course, nothing special about choosing the z-axis:
according to quantum mechanics the spin singlet state may equally well
be expressed as a superposition of spin states pointing in the x direction. Suppose that Alice and Bob had decided to measure spin along the x-axis. We'll call these states Ia and IIa. In state Ia, Alice's electron has spin +x and Bob's positron has spin −x. In state IIa, Alice's electron has spin −x and Bob's positron has spin +x. Therefore, if Alice measures +x, the system 'collapses' into state Ia, and Bob will get −x. If Alice measures −x, the system collapses into state IIa, and Bob will get +x.
Whatever axis their spins are measured along, they are always found to be opposite. In quantum mechanics, the x-spin and z-spin are "incompatible observables", meaning the Heisenberg uncertainty principle
applies to alternating measurements of them: a quantum state cannot
possess a definite value for both of these variables. Suppose Alice
measures the z-spin and obtains +z, so that the quantum state collapses into state I. Now, instead of measuring the z-spin as well, Bob measures the x-spin. According to quantum mechanics, when the system is in state I, Bob's x-spin measurement will have a 50% probability of producing +x and a 50% probability of -x. It is impossible to predict which outcome will appear until Bob actually performs the measurement.
Therefore, Bob's positron will have a definite spin when measured
along the same axis as Alice's electron, but when measured in the
perpendicular axis its spin will be uniformly random. It seems as if
information has propagated (faster than light) from Alice's apparatus to
make Bob's positron assume a definite spin in the appropriate axis.
Bell's theorem
In 1964, John Bell published a paper
investigating the puzzling situation at that time: on one hand, the EPR
paradox purportedly showed that quantum mechanics was nonlocal, and
suggested that a hidden-variable theory could heal this nonlocality. On
the other hand, David Bohm had recently developed the first successful
hidden-variable theory, but it had a grossly nonlocal character.
Bell set out to investigate whether it was indeed possible to solve the
nonlocality problem with hidden variables, and found out that first,
the correlations shown in both EPR's and Bohm's versions of the paradox
could indeed be explained in a local way with hidden variables, and
second, that the correlations shown in his own variant of the paradox
couldn't be explained by any local hidden-variable theory. This second result became known as the Bell theorem.
To understand the first result, consider the following toy hidden-variable theory introduced later by J.J. Sakurai:
in it, quantum spin-singlet states emitted by the source are actually
approximate descriptions for "true" physical states possessing definite
values for the z-spin and x-spin. In these "true" states,
the positron going to Bob always has spin values opposite to the
electron going to Alice, but the values are otherwise completely random.
For example, the first pair emitted by the source might be "(+z, −x) to Alice and (−z, +x) to Bob", the next pair "(−z, −x) to Alice and (+z, +x)
to Bob", and so forth. Therefore, if Bob's measurement axis is aligned
with Alice's, he will necessarily get the opposite of whatever Alice
gets; otherwise, he will get "+" and "−" with equal probability.
Bell showed, however, that such models can only reproduce the
singlet correlations when Alice and Bob make measurements on the same
axis or on perpendicular axes. As soon as other angles between their
axes are allowed, local hidden-variable theories become unable to
reproduce the quantum mechanical correlations. This difference,
expressed using inequalities known as "Bell inequalities", is in principle experimentally testable. After the publication of Bell's paper, a variety of experiments to test Bell's inequalities were devised. All experiments conducted to date have found behavior in line with the predictions of quantum mechanics.
The present view of the situation is that quantum mechanics flatly
contradicts Einstein's philosophical postulate that any acceptable
physical theory must fulfill "local realism". The fact that quantum
mechanics violates Bell inequalities indicates that any hidden-variable
theory underlying quantum mechanics must be non-local; whether this
should be taken to imply that quantum mechanics itself is non-local is a matter of debate.
Steering
Inspired by Schrödinger's treatment of the EPR paradox back in 1935, Wiseman et al. formalised it in 2007 as the phenomenon of quantum steering. They defined steering as the situation where Alice's measurements on a part of an entangled state steer Bob's part of the state. That is, Bob's observations cannot be explained by a local hidden state
model, where Bob would have a fixed quantum state in his side, that is
classically correlated, but otherwise independent of Alice's.
Locality in the EPR paradox
The word locality
has several different meanings in physics. EPR describe the principle
of locality as asserting that physical processes occurring at one place
should have no immediate effect on the elements of reality at another
location. At first sight, this appears to be a reasonable assumption to
make, as it seems to be a consequence of special relativity, which states that energy can never be transmitted faster than the speed of light without violating causality.
However, it turns out that the usual rules for combining quantum
mechanical and classical descriptions violate EPR's principle of
locality without violating special relativity or causality.Causality is preserved because there is no way for Alice to transmit
messages (i.e., information) to Bob by manipulating her measurement
axis. Whichever axis she uses, she has a 50% probability of obtaining
"+" and 50% probability of obtaining "−", completely at random;
according to quantum mechanics, it is fundamentally impossible for her
to influence what result she gets. Furthermore, Bob is only able to
perform his measurement once: there is a fundamental property of quantum mechanics, the no cloning theorem,
which makes it impossible for him to make an arbitrary number of copies
of the electron he receives, perform a spin measurement on each, and
look at the statistical distribution of the results. Therefore, in the
one measurement he is allowed to make, there is a 50% probability of
getting "+" and 50% of getting "−", regardless of whether or not his
axis is aligned with Alice's.
In summary, the results of the EPR thought experiment do not
contradict the predictions of special relativity. Neither the EPR
paradox nor any quantum experiment demonstrates that superluminal signaling is possible.
However, the principle of locality appeals powerfully to physical
intuition, and Einstein, Podolsky and Rosen were unwilling to abandon
it. Einstein derided the quantum mechanical predictions as "spooky action at a distance". The conclusion they drew was that quantum mechanics is not a complete theory.
Mathematical formulation
Bohm's variant of the EPR paradox can be expressed mathematically using the quantum mechanical formulation of spin. The spin degree of freedom for an electron is associated with a two-dimensional complex vector space V, with each quantum state corresponding to a vector in that space. The operators corresponding to the spin along the x, y, and z direction, denoted Sx, Sy, and Sz respectively, can be represented using the Pauli matrices:
where is the reduced Planck constant (or the Planck constant divided by 2π).
The eigenstates of Sz are represented as
and the eigenstates of Sx are represented as
The vector space of the electron-positron pair is , the tensor product of the electron's and positron's vector spaces. The spin singlet state is
where the two terms on the right hand side are what we have referred to as state I and state II above.
From the above equations, it can be shown that the spin singlet can also be written as
where the terms on the right hand side are what we have referred to as state Ia and state IIa.
To illustrate the paradox, we need to show that after Alice's measurement of Sz (or Sx), Bob's value of Sz (or Sx) is uniquely determined and Bob's value of Sx (or Sz) is uniformly random. This follows from the principles of measurement in quantum mechanics. When Sz is measured, the system state collapses into an eigenvector of Sz. If the measurement result is +z, this means that immediately after measurement the system state collapses to
Similarly, if Alice's measurement result is −z, the state collapses to
The left hand side of both equations show that the measurement of Sz on Bob's positron is now determined, it will be −z in the first case or +z in the second case. The right hand side of the equations show that the measurement of Sx on Bob's positron will return, in both cases, +x or -x with probability 1/2 each.