Bell's theorem

Bell's theorem is a no-go theorem famous for drawing an important line in the sand between quantum mechanics (QM) and the world as we know it classically. In its simplest form, Bell's theorem states:

No physical theory of local hidden variables can ever reproduce all of the predictions of quantum mechanics.

In the early 1930s, the philosophical implications of the current interpretations of quantum theory were troubling to many prominent physicists of the day, including Albert Einstein. In a well known 1935 paper, Einstein and co-authors Boris Podolsky and Nathan Rosen (collectively EPR) demonstrated by a paradox that QM was incomplete. This provided hope that a more complete (and less troubling) theory might one day be discovered. But that conclusion rested on the seemingly reasonable assumptions of locality and realism (together called "local realism" or "local hidden variables", often interchangeably). In the vernacular of Einstein: locality meant no instantaneous ("spooky") action at a distance; realism meant the moon is there even when not being observed. These assumptions were hotly debated within the physics community, notably between Nobel laureates Einstein and Niels Bohr.

In his groundbreaking 1964 paper, "On the Einstein Podolsky Rosen paradox", physicist John Stewart Bell presented an analogy (based on spin measurements on pairs of entangled electrons) to EPR's hypothetical paradox. Using their reasoning, he said, a choice of measurement setting here should not affect the outcome of a measurement there (and vice versa). After providing a mathematical formulation of locality and realism based on this, he showed specific cases where this would be inconsistent with the predictions of QM.

In experimental tests following Bell's example, now using quantum entanglement of photons instead of electrons, John Clauser and Stuart Freedman (1972) and Alain Aspect et al. (1981) convincingly demonstrated that the predictions of QM are correct in this regard. While this does not demonstrate QM is complete, one is forced to reject locality, realism, or freedom (the last leads to alternative superdeterministic theories).

These three key concepts of locality, realism, or freedom are actually quite technical and much debated. In particular, the concept of "realism" is now somewhat different from what it was in the discussions in the 30's. It is more precisely called counterfactual definiteness, it means that we may think of outcomes of measurements which were not actually performed as being just as much part of reality as those which were actually made. Locality is short for local relativistic causality. Freedom refers to the possibility that experimenters may independently choose which things to measure (independently of the physical system they are studying).

Cornell solid-state physicist David Mermin has described the various appraisals of the importance of Bell's theorem within the physics community as ranging from "indifference" to "wild extravagance". Lawrence Berkeley particle physicist Henry Stapp declared: “Bell’s theorem is the most profound discovery of science.”

Overview

Bell’s theorem states that any physical theory which incorporates local realism, favoured by Einstein, cannot reproduce all the predictions of quantum mechanical theory. Because numerous experiments agree with the predictions of quantum mechanical theory, and show differences between correlations that could not be explained by local hidden variables, the experimental results have been taken by many as refuting the concept of local realism as an explanation of the physical phenomena under test. For a hidden variable theory, if Bell's conditions are correct, then the results which are in agreement with quantum mechanical theory appear to evidence superluminal effects, in contradiction to the principle of locality.

Illustration of Bell test for spin-half particles such as electrons. A source produces a singlet pair, one particle is sent to one location, and the other is sent to another location. A measurement of the entangled property is performed at various angles at each location. The scheme for measurements on photons looks very similar: the quantum state is different but has very similar properties.

The theorem is usually proved by consideration of a quantum system of two entangled qubits. The most common examples concern systems of particles that are entangled in spin or polarization. Quantum mechanics allows one to predict the correlations which would be observed if these two particles have their spin or polarization measured in different directions. Bell showed that if a local hidden variable theory would hold, then these correlations would have to satisfy certain constraints, called Bell inequalities. However, for the quantum correlations arising in the specific example considered, those constraints are not satisfied, hence the phenomenon being studied cannot be explained by a local hidden variables theory.

Following the argument in the Einstein–Podolsky–Rosen (EPR) paradox paper (but using the example of spin, as in David Bohm's version of the EPR argument), Bell considered an experiment in which there are "a pair of spin one-half particles formed somehow in the singlet spin state and moving freely in opposite directions." The two particles travel away from each other to two distant locations, at which measurements of spin are performed, along axes that are independently chosen. Each measurement yields a result of either spin-up (+) or spin-down (−); it means, spin in the positive or negative direction of the chosen axis.

The probability of the same result being obtained at the two locations varies, depending on the relative angles at which the two spin measurements are made, and is strictly between zero and one for all relative angles other than perfectly parallel alignments (0° or 180°). Bell's theorem is concerned with correlations defined in terms of averages taken over very many trials of the experiment. The correlation of two binary variables is usually defined in quantum physics as the average of the product of the two outcomes of the pairs of measurements. (Note that this is different from the usual definition of correlation in statistics. The quantum physicist's "correlation" is the statisticians "raw (uncentered, unnormalized) product moment"). But also with the physicist's definition, if the pairs of outcomes are always the same, the correlation will be +1, no matter which same value each pair of outcomes have. If the pairs of outcomes are always opposite, the correlation will be -1. Finally, if the pairs of outcomes are perfectly balanced, being 50% of the times in accordance, and 50% of the times opposite, the correlation, being an average, will be 0. The correlation is related in a simple way to the probability of equal outcomes, namely it is equal to twice this probability, minus one.

Measuring the spin of these entangled particles along anti-parallel directions, i.e. along the same axis but in opposite directions, the set of all results will be perfectly correlated. On the other hand, if the measurements are performed along parallel directions they will always yield opposite results, and the set of measurements will show perfect anti-correlation. Finally, measurement at perpendicular directions will have a 50% chance of matching, and the total set of measurements will be uncorrelated. These basic cases are illustrated in the table below.

Anti-parallel	Pair 1	Pair 2	Pair 3	Pair 4	…	Pair n
Alice, 0°	+	−	+	+	…	−
Bob, 180°	+	−	+	+	…	−
Correlation = (	+1	+1	+1	+1	…	+1	) / n = +1
							(100% identical)
Parallel	Pair 1	Pair 2	Pair 3	Pair 4	…	Pair n
Alice, 0°	+	−	−	+	…	+
Bob, 0° or 360°	−	+	+	−	…	−
Correlation = (	-1	-1	-1	-1	…	-1	) / n = -1
							(100% opposite)
Orthogonal	Pair 1	Pair 2	Pair 3	Pair 4	…	Pair n
Alice, 0°	+	−	+	−	…	−
Bob, 90° or 270°	−	−	+	+	…	−
Correlation = (	−1	+1	+1	−1	…	+1	) / n = 0
							(50% identical, 50% opposite)

The best possible local realist imitation (red) for the quantum correlation of two spins in the singlet state (blue), insisting on perfect anti-correlation at zero degrees, perfect correlation at 180 degrees. Many other possibilities exist for the classical correlation subject to these side conditions, but all are characterized by sharp peaks (or valleys) at 0, 180, 360 degrees, and none has more extreme values (+/-0.5) at 45, 135, 225, 315 degrees. These values are marked by stars in the graph, and are the values measured in a standard Bell-CHSH type experiment: QM predicts $\pm 1/{\sqrt {2}}=\pm 0.70...$, local realism predicts$0.5$ or less.

With the measurements oriented at intermediate angles between these basic cases, the existence of local hidden variables could agree with a linear dependence of the correlation in the angle but, according to Bell's inequality (see below), could not agree with the dependence predicted by quantum mechanical theory, namely, that the correlation is the negative cosine of the angle. Experimental results match the curve predicted by quantum mechanics.

Bell's theorem rules out local hidden variables as a viable explanation of quantum mechanics (though it still leaves the door open for non-local hidden variables). Bell concluded:

In a theory in which parameters are added to quantum mechanics to determine the results of individual measurements, without changing the statistical predictions, there must be a mechanism whereby the setting of one measuring device can influence the reading of another instrument, however remote. Moreover, the signal involved must propagate instantaneously, so that a theory could not be Lorentz invariant.

— 

Over the years, Bell's theorem has undergone a wide variety of experimental tests. However, various common deficiencies in the testing of the theorem have been identified, including the detection loophole and the communication loophole. Over the years experiments have been gradually improved to better address these loopholes, but no experiment to date has simultaneously fully addressed all of them. However, it is generally expected that such an experiment will be conducted in a few years, and it is expected to confirm yet again quantum predictions. For example, Anthony Leggett has commented:

[While] no single existing experiment has simultaneously blocked all of the so-called ‘‘loopholes’’, each one of those loopholes has been blocked in at least one experiment. Thus, to maintain a local hidden variable theory in the face of the existing experiments would appear to require belief in a very peculiar conspiracy of nature.

To date, Bell's theorem is generally regarded as supported by a substantial body of evidence and there are few supporters of local hidden variables, though the theorem is continually subject of study, criticism, and refinement.

Importance of the theorem

Bell's theorem, derived in his seminal 1964 paper titled On the Einstein Podolsky Rosen paradox, has been called, on the assumption that the theory is correct, "the most profound in science". Perhaps of equal importance is Bell's deliberate effort to encourage and bring legitimacy to work on the completeness issues, which had fallen into disrepute. Later in his life, Bell expressed his hope that such work would "continue to inspire those who suspect that what is proved by the impossibility proofs is lack of imagination."

The title of Bell's seminal article refers to the famous paper by Einstein, Podolsky and Rosen that challenged the completeness of quantum mechanics. In his paper, Bell started from the same two assumptions as did EPR, namely (i) reality (that microscopic objects have real properties determining the outcomes of quantum mechanical measurements), and (ii) locality (that reality in one location is not influenced by measurements performed simultaneously at a distant location). Bell was able to derive from those two assumptions an important result, namely Bell's inequality, implying that at least one of the assumptions must be false.

In two respects Bell's 1964 paper was a step forward compared to the EPR paper: firstly, it considered more hidden variables than merely the element of physical reality in the EPR paper; and Bell's inequality was, in part, liable to be experimentally tested, thus raising the possibility of testing the local realism hypothesis. Limitations on such tests to date are noted below. Whereas Bell's paper deals only with deterministic hidden variable theories, Bell's theorem was later generalized to stochastic theories as well, and it was also realised that the theorem is not so much about hidden variables as about the outcomes of measurements which could have been done instead of the one actually performed. Existence of these variables is called the assumption of realism, or the assumption of counterfactual definiteness.

After the EPR paper, quantum mechanics was in an unsatisfactory position: either it was incomplete, in the sense that it failed to account for some elements of physical reality, or it violated the principle of a finite propagation speed of physical effects. In a modified version of the EPR thought experiment, two hypothetical observers, now commonly referred to as Alice and Bob, perform independent measurements of spin on a pair of electrons, prepared at a source in a special state called a spin singlet state. It is the conclusion of EPR that once Alice measures spin in one direction (e.g. on the x axis), Bob's measurement in that direction is determined with certainty, as being the opposite outcome to that of Alice, whereas immediately before Alice's measurement Bob's outcome was only statistically determined (i.e., was only a probability, not a certainty); thus, either the spin in each direction is an element of physical reality, or the effects travel from Alice to Bob instantly.

In QM, predictions are formulated in terms of probabilities — for example, the probability that an electron will be detected in a particular place, or the probability that its spin is up or down. The idea persisted, however, that the electron in fact has a definite position and spin, and that QM's weakness is its inability to predict those values precisely. The possibility existed that some unknown theory, such as a hidden variables theory, might be able to predict those quantities exactly, while at the same time also being in complete agreement with the probabilities predicted by QM. If such a hidden variables theory exists, then because the hidden variables are not described by QM the latter would be an incomplete theory.

Bell inequalities

Bell inequalities concern measurements made by observers on pairs of particles that have interacted and then separated. Assuming local realism, certain constraints must hold on the relationships between the correlations between subsequent measurements of the particles under various possible measurement settings.

Original Bell's inequality

The inequality that Bell derived can be written as:

$\rho (a,c)-\rho (b,a)-\rho (b,c)\leq 1,$

where ρ is the correlation between measurements of the spins of the pair of particles and a, b and c refer to three arbitrary settings of the two analysers. This inequality is however restricted in its application to the rather special case in which the outcomes on both sides of the experiment are always exactly anticorrelated whenever the analysers are parallel. The advantage of restricting attention to this special case is the resulting simplicity of the derivation. In experimental work the inequality is not very useful because it is hard, if not impossible, to create perfect anti-correlation.

This simple form does have the virtue of being quite intuitive. It is easily seen to be equivalent to the following elementary result from probability theory. Consider three (highly correlated, and possibly biased) coin-flips X, Y, and Z, with the the property that:

1. X and Y always give the same outcome (both heads or both tails) 99% of the time
2. Y and Z also always give the same outcome 99% of the time,

then X and Z must also yield the same outcome at least 98% of the time. The number of mismatches between X and Y (1/100) plus the number of mismatches between Y and Z (1/100) are together the maximum possible number of mismatches between X and Z (a simple Boole–Fréchet inequality).

Imagine a pair of particles which can be measured at distant locations. Suppose that the measurement devices have settings, which are angles. e.g., the devices measure something called spin in some direction. The experimenter chooses the directions, one for each particle, separately. Suppose the measurement outcome is binary (e.g., spin up, spin down). Suppose the two particles are perfectly anti-correlated in the sense that whenever they are both measured in the same direction one gets identically opposite outcomes, when both measured in opposite directions they always give the same outcome. The only way to imagine how this works is that both particles leave their common source with somehow encoded in them both, what outcomes they will deliver when measured in any possible direction. (How else could particle 1 know how to deliver the same answer as particle 2 when measured in the same direction? They don't know in advance how they are going to be measured...). The measurement on particle 2 (after switching its sign) can be thought of as telling us what the same measurement on particle 1 would have given.

Start with one setting exactly opposite to the other. All the pairs of particles give the same outcome (each pair is either both spin up or both spin down). Now shift Alice's setting by one degree relative to Bob's. They are now one degree off being exactly opposite to one another. A small fraction of the pairs, say f, now give different outcomes. If instead we had left Alice's setting unchanged but shifted Bob's by one degree (in the opposite direction), then again a fraction f of the pairs of particles will turn out to give different outcomes. Finally consider what happens when both shifts are implemented at the same time: the two settings are now exactly two degrees away from being opposite to one another. By the mismatch argument, the chance of a mismatch at two degrees can't be more than twice the chance of a mismatch at one degree: it cannot be more than 2f.

Compare this with the predictions from quantum mechanics for the singlet state. For a small angle $\theta$, measured in radians, the chance of a different outcome is approximately $f=\theta ^{2}/2$. At two times this small angle, the chance of a mismatch is therefore about 4 times larger, since $2^{2}=4$. But we just argued that it cannot be more than 2 times as large.

This intuitive formulation is due to David Mermin. The small-angle limit is discussed in Bell's original article, and therefore goes right back to the origin of the Bell inequalities.

CHSH inequality

Main article: CHSH inequality

Generalizing Bell's original inequality, John Clauser, Michael Horne, Abner Shimony and R. A. Holt, introduced the CHSH inequality which gives classical limits on the set of four correlations in Alice and Bob's experiment, without any assumption of perfect correlations (or anti-correlations) at equal settings

$\ (1)\quad \rho (a,b)+\rho (a,b')+\rho (a',b)-\rho (a',b')\leq 2$,

where $\rho$ denotes correlation in the quantum physicist's sense: the expected value of the product of the two binary (+/-1 valued) outcomes.

Making the special choice $a'=a+\pi$, denoting $b'=c$, and assuming perfect anti-correlation at equal settings, perfect correlation at opposite settings, therefore $\rho (a,a+\pi )=1$ and $\rho (b,a+\pi )=-\rho (b,a)$, the CHSH inequality reduces to the original Bell inequality. Nowadays, (1) is also often simply called "the Bell inequality", but sometimes more completely "the Bell-CHSH inequality".

Local realism

To prove Bell's theorem via a derivation of the Bell-CHSH inequality, we first have to formalize local realism. A common approach is the following:

1. There is a probability space $\Lambda$ and the observed outcomes by both Alice and Bob result by random sampling of the (unknown, "hidden") parameter $\lambda \in \Lambda$.
2. The values observed by Alice or Bob are functions of the local detector settings and the hidden parameter only. Thus
   • Value observed by Alice with detector setting $\scriptstyle a$ is $\scriptstyle A(a,\lambda )$
   • Value observed by Bob with detector setting $\scriptstyle b$ is $\scriptstyle B(b,\lambda )$

Implicit in assumption 1) above, the hidden parameter space $\scriptstyle \Lambda$ has a probability measure $\scriptstyle \rho$ and the expectation of a random variable X on $\scriptstyle \Lambda$ with respect to $\scriptstyle \rho$ is written

$\operatorname {E} (X)=\int _{\Lambda }X(\lambda )\rho (\lambda )d\lambda$

where for accessibility of notation we assume that the probability measure has a density $\rho$ which therefore is nonnegative and integrate to 1. The hidden parameter is often thought of as being associated with source but it can just as well also contain components associated with the two measurement devices.

Derivation of CHSH inequality

Given this formalization of what is meant by local realism, or by a hidden variables theory, the CHSH inequality can be derived as follows.

The subsequent derivation will be clearer if we use the following abbreviated notation: $A=A(a,\lambda )$, $A'=A(a',\lambda )$, $B=B(b,\lambda )$, $B'=B(b',\lambda )$. Thus each of these four quantities is +/-1 and each depends on $\lambda$. It follows that for any $\lambda \in \Lambda$, one of $B+B'$ and $B-B'$ is zero, and the other is $\pm 2$. From this it follows that

${\begin{aligned}\quad AB+AB'+A'B-A'B'&=A(B-B')+A'(B-B')\\&\leq 2\end{aligned}}$

and therefore

${\begin{aligned}&\quad \rho (a,b)+\rho (a,b')+\rho (a',b)-\rho (a',b')&\\&=\int _{\Lambda }AB\rho +\int _{\Lambda }AB'\rho +\int _{\Lambda }A'B\rho -\int _{\Lambda }A'B'\rho &\\&=\int _{\Lambda }(AB+AB'+A'B-A'B')\rho &\\&=\int _{\Lambda }(A(B+B')+A'(B-B'))\rho \\&\leq 2\end{aligned}}$

At the heart of this derivation is a simple algebraic inequality concerning four variables $A,A',B,B'$ which take the values +/-1 only: $AB+AB'+A'B-A'B'=A(B+B')+A'(B-B')\leq 2$. The CHSH inequality is seen to depend only on the following three key features of a local hidden variables theory: (1) realism: alongside of the outcomes of actually performed measurements, the outcomes of potentially performed measurements also exist at the same time; (2) locality, the outcomes of measurements on Alice's particle don't depend on which measurement Bob chooses to perform on the other particle; (3) freedom: Alice and Bob can indeed choose freely which measurements to perform.

The realism assumption is actually somewhat idealistic, and Bell's theorem only proves non-locality with respect to variables which only exist for metaphysical reasons. However, before the discovery of quantum mechanics, both realism and locality were completely uncontroversial features of physical theories.

Bell inequalities are violated by quantum mechanical predictions

The measurements performed by Alice and Bob are spin measurements on electrons. Alice can choose between two detector settings labeled a and a′; these settings correspond to measurement of spin along the z or the x axis. Bob can choose between two detector settings labeled b and b′; these correspond to measurement of spin along the z′ or x′ axis, where the x′ – z′ coordinate system is rotated 135° relative to the x – z coordinate system. The spin observables are represented by the 2 × 2 self-adjoint matrices:

$S_{x}={\begin{bmatrix}0&1\\1&0\end{bmatrix}},S_{z}={\begin{bmatrix}1&0\\0&-1\end{bmatrix}}$

These are the Pauli spin matrices normalized so that the corresponding eigenvalues are +1, −1. As is customary, we denote the eigenvectors of S_x by

$\left|+x\right\rangle ,\quad \left|-x\right\rangle .$

Let $\scriptstyle \phi$ be the spin singlet state for a pair of electrons discussed in the EPR paradox. This is a specially constructed state described by the following vector in the tensor product

$\left|\phi \right\rangle ={\frac {1}{\sqrt {2}}}\left(\left|+x\right\rangle \otimes \left|-x\right\rangle -\left|-x\right\rangle \otimes \left|+x\right\rangle \right)$

Now let us apply the CHSH formalism to the measurements that can be performed by Alice and Bob.

${\begin{aligned}A(a)&=S_{z}\otimes I\\A(a')&=S_{x}\otimes I\\B(b)&=-{\frac {1}{\sqrt {2}}}\ I\otimes (S_{z}+S_{x})\\B(b')&={\frac {1}{\sqrt {2}}}\ I\otimes (S_{z}-S_{x})\end{aligned}}$

The operators $\scriptstyle B(b')$, $\scriptstyle B(b)$ correspond to Bob's spin measurements along x′ and z′. Note that the A operators commute with the B operators, so we can apply our calculation for the correlation. In this case, we can show that the CHSH inequality fails. In fact, a straightforward calculation shows that

$\langle A(a)B(b)\rangle =\langle A(a')B(b)\rangle =\langle A(a')B(b')\rangle ={\frac {1}{\sqrt {2}}}$

and

$\langle A(a)B(b')\rangle =-{\frac {1}{\sqrt {2}}}$

so that

$\langle A(a)B(b)\rangle +\langle A(a')B(b')\rangle +\langle A(a')B(b)\rangle -\langle A(a)B(b')\rangle ={\frac {4}{\sqrt {2}}}=2{\sqrt {2}}>2$

Bell's Theorem: If the quantum mechanical formalism is correct, then the system consisting of a pair of entangled electrons cannot satisfy the principle of local realism. Note that $\scriptstyle 2{\sqrt {2}}$ is indeed the upper bound for quantum mechanics called Tsirelson's bound. The operators giving this maximal value are always isomorphic to the Pauli matrices.

Practical experiments testing Bell's theorem

Scheme of a "two-channel" Bell test
The source S produces pairs of "photons", sent in opposite directions. Each photon encounters a two-channel polariser whose orientation (a or b) can be set by the experimenter. Emerging signals from each channel are detected and coincidences of four types (++, −−, +− and −+) counted by the coincidence monitor.

Main article: Bell test experiments

Experimental tests can determine whether the Bell inequalities required by local realism hold up to the empirical evidence.

Actually, most experiments have been performed using polarization of photons rather than spin of electors (or other spin-half particles). The quantum state of the pair of entangled photons is not the singlet state, and the correspondence between angles and outcomes is different from that in the spin-half set-up. The polarization of a photon is measured in a pair of perpendicular directions. Relative to a given orientation, polarization is either vertical (denoted by V or by +) or horizontal (denoted by H or by -). The photon pairs are generated in the quantum state $(|V\rangle \otimes |V\rangle +|H\rangle \otimes |H\rangle )/{\sqrt {2}}$ where $|V\rangle$ and $|H\rangle$ denotes the state of a single vertically or horizontally polarized photon, respectively (relative to a fixed and common reference direction for both particles).

When the polarization of both photons is measured in the same direction, both give the same outcome: perfect correlation. When measured at directions making an angle 45 degrees with one another, the outcomes are completely random (uncorrelated). Measuring at directions at 90 degrees to one another, the two are perfectly anti-correlated. In general, when the polarizers are at an angle $\theta$ to one another, the correlation is $\cos(\theta /2)$. So relative to the correlation function for the singlet state of spin half particles, we have a positive rather than a negative cosine function, and angles are halved: the correlation is periodic with period $\pi$ instead of $2\pi$.

Bell's inequalities are tested by "coincidence counts" from a Bell test experiment such as the optical one shown in the diagram. Pairs of particles are emitted as a result of a quantum process, analysed with respect to some key property such as polarisation direction, then detected. The setting (orientations) of the analysers are selected by the experimenter.

Bell test experiments to date overwhelmingly violate Bell's inequality.

Two classes of Bell inequalities

The fair sampling problem was faced openly in the 1970s. In early designs of their 1973 experiment, Freedman and Clauser used fair sampling in the form of the Clauser–Horne–Shimony–Holt (CHSH) hypothesis. However, shortly afterwards Clauser and Horne made the important distinction between inhomogeneous (IBI) and homogeneous (HBI) Bell inequalities. Testing an IBI requires that we compare certain coincidence rates in two separated detectors with the singles rates of the two detectors. Nobody needed to perform the experiment, because singles rates with all detectors in the 1970s were at least ten times all the coincidence rates. So, taking into account this low detector efficiency, the QM prediction actually satisfied the IBI. To arrive at an experimental design in which the QM prediction violates IBI we require detectors whose efficiency exceeds 82.8% for singlet states, but have very low dark rate and short dead and resolving times. This is now within reach.

Practical challenges

Main article: Loopholes in Bell test experiments

Because, at that time, even the best detectors didn't detect a large fraction of all photons, Clauser and Horne recognized that testing Bell's inequality required some extra assumptions. They introduced the No Enhancement Hypothesis (NEH):

A light signal, originating in an atomic cascade for example, has a certain probability of activating a detector. Then, if a polarizer is interposed between the cascade and the detector, the detection probability cannot increase.

Given this assumption, there is a Bell inequality between the coincidence rates with polarizers and coincidence rates without polarizers.

The experiment was performed by Freedman and Clauser, who found that the Bell's inequality was violated. So the no-enhancement hypothesis cannot be true in a local hidden variables model.

Theoretical challenges

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 which the particles exchange information about their states. This is the basis of the Bohm interpretation of quantum mechanics, which requires that all particles in the universe be able to instantaneously exchange information with all others. A 2007 experiment ruled out a large class of non-Bohmian non-local hidden variable theories.

If the hidden variables can communicate with each other faster than light, Bell's inequality can easily be violated. Once one particle is measured, it can communicate the necessary correlations to the other particle. Since in relativity the notion of simultaneity is not absolute, this is unattractive. One idea is to replace instantaneous communication with a process that travels backwards in time along the past Light cone. This is the idea behind a transactional interpretation of quantum mechanics, which interprets the statistical emergence of a quantum history as a gradual coming to agreement between histories that go both forward and backward in time.

A few advocates of deterministic models have not given up on local hidden variables. For example, Gerard 't Hooft has argued that the superdeterminism loophole cannot be dismissed.

The quantum mechanical wavefunction can also provide a local realistic description, if the wavefunction values are interpreted as the fundamental quantities that describe reality. Such an approach is called a many-worlds interpretation of quantum mechanics. In this view, two distant observers both split into superpositions when measuring a spin. The Bell inequality violations are no longer counterintuitive, because it is not clear which copy of the observer B observer A will see when going to compare notes. If reality includes all the different outcomes, locality in physical space (not outcome space) places no restrictions on how the split observers can meet up.

This implies that there is a subtle assumption in the argument that realism is incompatible with quantum mechanics and locality. The assumption, in its weakest form, is called counterfactual definiteness. This states that if the results of an experiment are always observed to be definite, there is a quantity that determines what the outcome would have been even if you don't do the experiment.

Many worlds interpretations are not only counterfactually indefinite, they are factually indefinite. The results of all experiments, even ones that have been performed, are not uniquely determined.

In 1989, E. T. Jaynes claimed that there are two hidden assumptions in Bell Inequality that could limit its generality. According to him:

1. Bell interpreted conditional probability P(X|Y) as a causal inference, i.e. Y exerted a causal inference on X in reality. However, P(X|Y) actually only means logical inference (deduction). Causes cannot travel faster than light or backward in time, but deduction can.
2. Bell's inequality does not apply to some possible hidden variable theories. It only applies to a certain class of local hidden variable theories. In fact, it might have just missed the kind of hidden variable theories that Einstein is most interested in.

However, Richard D. Gill has argued that Jaynes misunderstood Bell's analysis. Gill also points out that in the same paper in which Jaynes argued against Bell, Jaynes cautiously praised a short proof by Steve Gull, that the singlet correlations could not be reproduced by a computer simulation of a local hidden variables theory.

Final remarks

The violations of Bell's inequalities, due to quantum entanglement, just provide the definite demonstration of something that was already strongly suspected, that quantum physics cannot be represented by any version of the classical picture of physics. Some earlier elements that had seemed incompatible with classical pictures included complementarity and wavefunction collapse. The Bell violations show that no resolution of such issues can avoid the ultimate strangeness of quantum behavior.

The EPR paper "pinpointed" the unusual properties of the entangled states, e.g. the above-mentioned singlet state, which is the foundation for present-day applications of quantum physics, such as quantum cryptography; one application involves the measurement of quantum entanglement as a physical source of bits for Rabin's oblivious transfer protocol. This strange non-locality was originally supposed to be a Reductio ad absurdum, because the standard interpretation could easily do away with action-at-a-distance by simply assigning to each particle definite spin-states. Bell's theorem showed that the "entangledness" prediction of quantum mechanics has a degree of non-locality that cannot be explained away by any local theory.

In well-defined Bell experiments (see the paragraph on "test experiments") one can now falsify either quantum mechanics or Einstein's quasi-classical assumptions: currently many experiments of this kind have been performed, and the experimental results support quantum mechanics, though some point out that it is theoretically possible that detectors give a biased sample of photons, so that until the relative amount of "unpaired" photons is small enough, the final word has not yet been spoken. According to Marek Zukowski, quoted in Science Magazine (2011), experimenters expect the first loophole free experiment to be done in five years. According to one of the most foremost experimenters in this field, Anton Zeilinger (2013), the goal of a loophole free experiment is very close and will be a major achievement. Several major experimental groups around the world all seem to be in the race to be first.

What is powerful about Bell's theorem is that it doesn't refer to any particular physical theory. What makes Bell's theorem unique and powerful is that it shows that nature violates the most general assumptions behind classical pictures, not just details of some particular models. No combination of local deterministic and local random variables can reproduce the phenomena predicted by quantum mechanics and repeatedly observed in experiments.

See also

• Bell test experiments
• Bohr–Einstein debates on quantum mechanics
• CHSH Bell test
• Counterfactual definiteness
• Fundamental Fysiks Group
• GHZ experiment
• Hidden variable theory
• Local hidden variable theory
• Loopholes in Bell test experiments
• Leggett inequality
• Leggett–Garg inequality
• Measurement in quantum mechanics
• Mott problem
• Quantum entanglement
• Quantum mechanical Bell test prediction
• Renninger negative-result experiment

References

• A. Aspect et al., Experimental Tests of Realistic Local Theories via Bell's Theorem, Phys. Rev. Lett. 47, 460 (1981)
• A. Aspect et al., Experimental Realization of Einstein–Podolsky–Rosen–Bohm Gedankenexperiment: A New Violation of Bell's Inequalities, Phys. Rev. Lett. 49, 91 (1982).
• A. Aspect et al., Experimental Test of Bell's Inequalities Using Time-Varying Analyzers, Phys. Rev. Lett. 49, 1804 (1982).
• A. Aspect and P. Grangier, About resonant scattering and other hypothetical effects in the Orsay atomic-cascade experiment tests of Bell inequalities: a discussion and some new experimental data, Lettere al Nuovo Cimento 43, 345 (1985)
• B. D'Espagnat, The Quantum Theory and Reality, Scientific American, 241, 158 (1979)
• J. S. Bell, On the problem of hidden variables in quantum mechanics, Rev. Mod. Phys. 38, 447 (1966)
• J. S. Bell, On the Einstein Podolsky Rosen Paradox, Physics 1, 3, 195–200 (1964)
• J. S. Bell, Introduction to the hidden variable question, Proceedings of the International School of Physics 'Enrico Fermi', Course IL, Foundations of Quantum Mechanics (1971) 171–81
• J. S. Bell, Bertlmann’s socks and the nature of reality, Journal de Physique, Colloque C2, suppl. au numero 3, Tome 42 (1981) pp C2 41–61
• J. S. Bell, Speakable and Unspeakable in Quantum Mechanics (Cambridge University Press 1987) [A collection of Bell's papers, including all of the above.]
• J. F. Clauser and A. Shimony, Bell's theorem: experimental tests and implications, Reports on Progress in Physics 41, 1881 (1978)
• J. F. Clauser and M. A. Horne, Phys. Rev D 10, 526–535 (1974)
• E. S. Fry, T. Walther and S. Li, Proposal for a loophole-free test of the Bell inequalities, Phys. Rev. A 52, 4381 (1995)
• E. S. Fry, and T. Walther, Atom based tests of the Bell Inequalities — the legacy of John Bell continues, pp 103–117 of Quantum [Un]speakables, R.A. Bertlmann and A. Zeilinger (eds.) (Springer, Berlin-Heidelberg-New York, 2002)
• R. B. Griffiths, Consistent Quantum Theory', Cambridge University Press (2002).
• L. Hardy, Nonlocality for 2 particles without inequalities for almost all entangled states. Physical Review Letters 71 (11) 1665–1668 (1993)
• M. A. Nielsen and I. L. Chuang, Quantum Computation and Quantum Information, Cambridge University Press (2000)
• P. Pearle, Hidden-Variable Example Based upon Data Rejection, Physical Review D 2, 1418–25 (1970)
• A. Peres, Quantum Theory: Concepts and Methods, Kluwer, Dordrecht, 1993.
• P. Pluch, Theory of Quantum Probability, PhD Thesis, University of Klagenfurt, 2006.
• B. C. van Frassen, Quantum Mechanics, Clarendon Press, 1991.
• M.A. Rowe, D. Kielpinski, V. Meyer, C.A. Sackett, W.M. Itano, C. Monroe, and D.J. Wineland, Experimental violation of Bell's inequalities with efficient detection,(Nature, 409, 791–794, 2001).
• S. Sulcs, The Nature of Light and Twentieth Century Experimental Physics, Foundations of Science 8, 365–391 (2003)
• S. Gröblacher et al., An experimental test of non-local realism,(Nature, 446, 871–875, 2007).
• D. N. Matsukevich, P. Maunz, D. L. Moehring, S. Olmschenk, and C. Monroe, Bell Inequality Violation with Two Remote Atomic Qubits, Phys. Rev. Lett. 100, 150404 (2008).
• The comic Dilbert, by Scott Adams, refers to Bell's Theorem in the 1992-09-21 and 1992-09-22 strips.

Further reading

The following are intended for general audiences.

• Amir D. Aczel, Entanglement: The greatest mystery in physics (Four Walls Eight Windows, New York, 2001).
• A. Afriat and F. Selleri, The Einstein, Podolsky and Rosen Paradox (Plenum Press, New York and London, 1999)
• J. Baggott, The Meaning of Quantum Theory (Oxford University Press, 1992)
• N. David Mermin, "Is the moon there when nobody looks? Reality and the quantum theory", in Physics Today, April 1985, pp. 38–47.
• Louisa Gilder, The Age of Entanglement: When Quantum Physics Was Reborn (New York: Alfred A. Knopf, 2008)
• Brian Greene, The Fabric of the Cosmos (Vintage, 2004, ISBN 0-375-72720-5)
• Nick Herbert, Quantum Reality: Beyond the New Physics (Anchor, 1987, ISBN 0-385-23569-0)
• D. Wick, The infamous boundary: seven decades of controversy in quantum physics (Birkhauser, Boston 1995)
• R. Anton Wilson, Prometheus Rising (New Falcon Publications, 1997, ISBN 1-56184-056-4)
• Gary Zukav "The Dancing Wu Li Masters" (Perennial Classics, 2001, ISBN 0-06-095968-1)

External links

• "On the Einstein Podolsky Rosen Paradox", Bell's original paper.
• Another version of Bell's paper.
• An explanation of Bell's Theorem, based on N. D. Mermin's article, Mermin, N. D. (1981). "Bringing home the atomic world: Quantum mysteries for anybody". American Journal of Physics. 49 (10): 940. Bibcode:1981AmJPh..49..940M. doi:10.1119/1.12594.
• Mermin: Spooky Actions At A Distance? Oppenheimer Lecture
• Quantum Entanglement Includes a simple explanation of Bell's Inequality.
• Bell's theorem on arXiv.org
• Interactive experiments with single photons: entanglement and Bell´s theorem
• Article on Bell's theorem at Stanford encyclopedia of philosophy by Abner Shimony
• "Bell's theorem". Internet Encyclopedia of Philosophy.