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- Jeremy Butterfield (1992). Bell's Theorem: What It Takes. British Journal for the Philosophy of Science 43 (1):41-83.I compare deterministic and stochastic hidden variable models of the Bell experiment, exphasising philosophical distinctions between the various ways of combining conditionals and probabilities. I make four main claims. (1) Under natural assumptions, locality as it occurs in these models is equivalent to causal independence, as analysed (in the spirit of Lewis) in terms of probabilities and conditionals. (2) Stochastic models are indeed more general than deterministic ones. (3) For factorizable stochastic models, relativity's lack of superluminal causation does not favour locality over completeness. (4) If we prohibit all superluminal causation, then the violation of the Bell inequality teaches us a lesson, besides quantum mechanics' familiar ones that quantities can lack precise values and that pairs of quantities can lack joint probabilities: namely, some pairs of events are not screened off by their common past.
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This paper involves one crucial assumption; namely, that the statistical predictions of quantum mechanics for Bell's variant of the EPR experiment will continue to be verified as detector efficiencies are improved and the need for coincidence counters is eliminated. This assumption entails that any hidden-variables theory for quantum mechanics must violate Bell's inequality--the inequality derived in Bell (1964). It is shown here that four locality conditions are involved in the derivation of Bell's inequality; and that a violation of any of the four locality conditions will either entail the existence of superluminal influences or the existence of superluminal signals (superluminal influences that can be used to transmit information), if conspiratorial theories can be ruled out. The attempts so far to rule out conspiratorial theories are all found to be rather dubious, but there are other considerations developed here that rule them out convincingly. Finally, it is demonstrated that violations of each of the four locality conditions can be used to transmit information superluminally, if certain auxiliary conditions are satisfied. This is of particular interest because one of these conditions corresponds to a condition dubbed "completeness" by Jon Jarrett. Jarrett and others have suggested that violations of completeness cannot be used to send information superluminally. Demonstrating otherwise is, perhaps, the most significant result obtained in this paper.
The violation of the Bell inequality means that measurement-results in the two wings of the experiment cannot be screened off from one another, in the sense of Reichenbach. But does this mean that there is causation between the results? I argue that it does, according to Lewis's counterfactual analysis of causation and his associated views. The reason lies in his doctrine that chances evolve by conditionalization on intervening history. This doctrine collapses the distinction between the conditional probabilities that are used to state screening off, and the counterfactuals with chance consequents that are used to state lack of causation. I briefly discuss ways to evade my argument.
Models of the EPR-Bohm experiment usually consider just two times, an initial time, and the time of measurement. Within such analyses, it has been argued that locality is equivalent to determinism, given the strict correlations of quantum mechanics. However, an analysis based on such models is only a preliminary to an analysis based on a complete dynamical model. The latter analysis is carried out, and it is shown that, given certain definitions of locality and determinism for completely dynamical models, locality implies, but is not implied by, determinism. Further, it is suggested that a local deterministic model has not been ruled out by Bell's theorem. It is suggested that such a model could naturally deny the independence of initial complete states from the settings of the apparatuses (a crucial assumption in the derivation of Bell's inequality).
The paper develops models of statistical experiments that combine propensities with frequencies, the underlying theory being the branching space-times (BST) of Belnap (1992). The models are then applied to analyze Bell's theorem. We prove the so-called Bell-CH inequality via the assumptions of a BST version of Outcome Independence and of (non-probabilistic) No Conspiracy. Notably, neither the condition of probabilistic No Conspiracy nor the condition of Parameter Independence is needed in the proof. As the Bell-CH inequality is most likely experimentally falsified, the choice is this: contrary to the appearances, experimenters cannot choose some measurement settings, or some transitions, with spacelike related initial events, are correlated; or both.
The paper extends the framework of outcomes in branching space-time (Kowalski and Placek [1999]) by assigning probabilities to outcomes of events, where these probabilities are interpreted either epistemically or as weighted possibilities. In resulting models I define the notion of common cause of correlated outcomes of a single event, and investigate which setups allow for the introduction of common causes. It turns out that a deterministic common cause can always be introduced, but (surprisingly) only special setups permit the introduction of truly stochastic common causes. I analyse next the Bell-Aspect experiment and derive the Bell-CH inequalities. I observe that we postulate there not a common cause for outcomes of a single event but rather a common common cause that accounts for outcomes of many events, where 'events' mean 'measurements with (different) directions of polarization'. Since the inequalities are violated, I claim that no causal story can be told about the Bell correlations, where causality is subliminal and restricted by screening-off condition. Similarly, given certain intuitive principles, no deterministic story can be told about these correlations.
Fine has recently proved the surprising result that satisfaction of the Bell inequality in a Clauser-Horne experiment implies the existence of joint probabilities for pairs of noncommuting observables in the experiment. In this paper we show that if probabilities are interpreted in the von Mises-Church sense of relative frequencies on random sequences, a proof of the Bell inequality is nonetheless possible in which such joint probabilities are assumed not to exist. We also argue that Fine's theorem and related results do not impugn the common view that local realists are committed to the Bell inequality.
This paper constructs two classes of models for the quantum correlation experiments used to test the Bell-type inequalities, synchronization models and prism models. Both classes employ deterministic hidden variables, satisfy the causal requirements of physical locality, and yield precisely the quantum mechanical statistics. In the synchronization models, the joint probabilities, for each emission, do not factor in the manner of stochastic independence, showing that such factorizability is not required for locality. In the prism models the observables are not random variables over a common space; hence these models throw into question the entire random variables idiom of the literature. Both classes of models appear to be testable.
Standard proofs of generalized Bell theorems, aiming to restrict stochastic, local hidden-variable theories for quantum correlation phenomena, employ as a locality condition the requirement of conditional stochastic independence. The connection between this and the no-superluminary-action requirement of the special theory of relativity has been a topic of controversy. In this paper, we introduce an alternative locality condition for stochastic theories, framed in terms of the models of such a theory (§2). It is a natural generalization of a light-cone determination condition that is essentially equivalent to mathematical conditions that have been used to derive Bell inequalities in the deterministic case. Further, it is roughly equivalent to a condition proposed by Bell that, in one investigation, needed to be supplemented with a much stronger assumption in order to yield an inequality violated by some quantum mechanical predictions. It is shown here that this reflects a very general situation: from the proposed locality condition, even adding the strict anticorrelation condition and the auxiliary hypotheses needed to derive experimentally useful (and theoretically telling) inequalities, no Bell-type inequality is derivable. (These independence claims are the burden of §4.) A certain limitation on the scope of the proposed stochastic locality condition is exposed (§5), but it is found to be rather minor. The conclusion is thus supported that conditional stochastic independence, however reasonable on other grounds, is essentially stronger than what is required by the special theory.Our results stand in apparent contradiction with a class of derivations purporting to obtain generalized Bell inequalities from locality alone. It is shown in Appendix (B) that such proofs do not achieve their goal. This fits with our conclusion that generalized Bell theorems are not straightforward generalizations of theorems restricting deterministic hidden-variable theories, and that, in fact, such generalizations do not exist. This leaves open the possibility that a satisfactory, non-deterministic account of the quantum correlation phenomena can be given within the framework of the special theory.
After some introductory remarks on "experimental metaphysics", a brief survey of the current situation concerning the major types of hidden-variable theories and the inexistence proofs is presented. The category of stochastic, contextual, local theories remains open. Then the main features of a logical analysis of "locality" are sketched. In the deterministic case, a natural "light-cone determination" condition helps bridge the gap that has existed between the physical requirements of the special theory of relativity and formal conditions used in proving the Bell-Wigner theorem. Natural generalization to the stochastic type, taking account of the distinction between epistemic and physical probabilities, leads to a series of independence claims constituting some (possibly) significant limitations on generalized Bell theorems. In particular, the conditional stochastic independence requirement is seen both to go beyond the demand of compliance with the STR and to be a genuine necessity (up to equivalence in this kind of strength) in deriving any Bell theorem for the stochastic case. The conclusion is also supported that, if determinism is given up, the Bell theorems and experiments do not pose an additional obstacle to unifying relativity theory and quantum mechanics beyond what is already posed by the "instantaneous" collapse of the wave function.
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Since the validity of Bell's inequalities implies the existence of joint probabilities for non-commuting observables, there is no universal consensus as to what the violation of these inequalities signifies. While the majority view is that the violation teaches us an important lesson about the possibility of explanations, if not about metaphysical issues, there is also a minimalist position claiming that the violation is to be expected from simple facts about probability theory. This minimalist position is backed by theorems due to A. Fine and I. Pitowsky.Our paper shows that the minimalist position cannot be sustained. To this end,we give a formally rigorous interpretation of joint probabilities in thecombined modal and spatiotemporal framework of `stochastic outcomes inbranching space-time' (SOBST) (Kowalski and Placek, 1999; Placek, 2000). We show in this framework that the claim that there can be no joint probabilities fornon-commuting observables is incorrect. The lesson from Fine's theorem is notthat Bell's inequalities will be violated anyhow, but that an adequate modelfor the Bell/Aspect experiment must not define global joint probabilities. Thus we investigate the class of stochastic hidden variable models, whichprima facie do not define such joint probabilities. The reasonwhy these models fail supports the majority view: Bell's inequalities are notjust a mathematical artifact.
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