A NNALES DE L ’I. H. P., SECTION A
S YLVIA P ULMANNOVÁ
Compatibility and partial compatibility in quantum logics
Annales de l’I. H. P., section A, tome 34, n
o4 (1981), p. 391-403
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391
Compatibility and partial compatibility
in quantum logics
Sylvia
PULMANNOVÁ
Institute for Measurement and Measurement Technique,
Slovak Academy of Sciences, 88527 Brastislava, Czechoslovakia Inst. Henri Poincaré, ’
Vol. XXXIV, n° 4, 1981,
Section A :
Physique theorique.
ABSTRACT.
2014 Compatibility relation, commensurability
of observables and existenceof joint
distributions in quantumlogics
are considered.A weakened form of
compatibility,
so-calledpartial compatibility
of pro-positions
is introduced and its connections with a relativized commensura-bility
of observables and with the existence ofjoint probability
distributions of Gudder’s type are studied.1. INTRODUCTION
In the quantum
logic approach
to quantumtheory,
the structure of theset of all yes-no measurements
(called
alsopropositions, questions, events),
which is called the
logic
of aphysical
system, is of aprimary importance.
The
logic
of a classical system is found to be the Boolean lattice of all Borel subsets of thephase
space of the system, while thelogic
of a standard quantum mechanical system is thecomplete
ortholattice of all closedsub-spaces
of a(complex, separable)
Hilbert spacecorresponding
to the system.For a
general physical
system itslogic
L is assumed to be an orthomodular03C3-orthoposet,
i. e. L is apartially
ordered set with 0 and 1 and with theorthocomplementation
1.. : L ~ L such thati) V ai
E L for any sequence ofpairwise orthogonal
elements of L(we
say that a, b E L areorthogonal
Annales de l’Institut Henri Poincaré-Section A-Vol. XXXIV, 0020-2339/1981/391/$ 5,00/
(0 Gauthier-Villars
S. PULMANNOVA
and write a 1
bl)
andii) a
~ b(a, b E L) implies b
= a V c, whereIf the
logic
L isgiven,
we canidentify
the states of thephysical
system withprobability
measures on L and the observables with03C3-homomorphisms
from Borel subsets of the real line R into L.
(See
e. g.Mackey [1 ],
Vara-darajan [2] and [3 ]).
2. COMPATIBILITY RELATION
Let L be an orthomodular
03C3-orthoposet.
In thefollowing
we shall call Lbriefly
alogic.
A subset K of L is asublogic
of L ifi) a
E Kimplies
a1 E Kand
ii)
V at E K for anysequence {ai}
ofmutually orthogonal
elementsof K. A subset K of L is a Boolean
subalgebra
of Lif i) a
E Kimplies
al EK, ii)
forany a, bE K, a
V b E K(a
11 b EK)
andiii)
for any a,b,
c EK,
K is a Boolean
sub-6-algebra
of L if it is a Booleansub-algebra
and E K(A ~
EK)
for anysequence {
of elements of K.Two elements a, b E L are said to be
compatible (a
-~ b insymbols)
if there exist three
pairwise orthogonal
elementsbi,
c in L such thata = a 1 V c and b
= b
1 V c.Varadarajan [2] proved
thefollowing :
a H b iff there exist an observable x :
B(R1)
~ L and Borel subsetsE,
F of R 1 such that a =
x(E)
and b =x(F).
As a direct consequence we obtain :
a
implies a
«-~ b1.The
following
statement mayhelp
toclarify
thesignificance
of therelation H
[2 ] :
a -~ b iff there exists a Boolean
subalgebra
of Lcontaining
both aand b.
Thus,
ifa, bEL
arecompatible, they
can be treated as classicalproposi-
tions. As the most
important
feature of quantum mechanicalphysical
system is considered the existence of
propositions
that are notcompatible.
The
following
statements wereproved by Varadarajan [2] ]
and Mac-key [1 ].
( 1 )
If a Hb,
that is a = a 1 V c, b= b
1 V c,bi,
c ~ L aremutually orthogonal,
then there exist a V b and a /B band c = a 11 b.(2)
Let a2, ... are elements of L. If a for all i =1, 2,
... , andif V ai and V
(a
11ai)
bothexist,
then a -~ V ai and a 11( V ai)
= V a 11 ai.(3)
Thelogic
L is a Boolean03C3-algebra
iff a ~ b for anya, bEL.
Guz
[4] showed
that H is the strongest one in thefamily
of all relations C c L x L such thati)
C issymmetric
andreflexive,
Henri Poincaré-Section A
COMPATIBILITY AND PARTIAL COMPATIBILITY IN QUANTUM LOGICS 393
ii)
aCbimplies iii) a
bimplies aCb,
iv) aCb, aCc,
b 1- cimply aC(b
Vc).
If the relation ~ has the
following property c)
for anytriple a, b,
c ofmutually compatible
elements of L one has a H b V c, we say that H isregular.
Thelogic
L is said to beregular
if the relation H in it isregular.
Examples,
which have been foundby
Pool[6] ]
andindependently by Ramsay [7] show
that not everylogic
isregular.
If L is alattice,
then pro-perty
(2) implies
that it isregular.
Let A be a subset of
L,
we say that A iscompatible
if aH
b for anya, b E A. The
following
statement is true : thelogic
L isregular
iff for anycompatible
subset A of L there is a Booleansub-03C3-algebra
of Lcontaining
A(sec e. g. Guz
[6 ])..
If the
logic
L is notregular,
then a stronger definition ofcompatibility
is needed for the existence of a Boolean
03C3-algebra containing
acompatible
set. Such a condition was found
by
Guz[5] and, independently, by
Neu-brunn
[8 ].
We shall call it strongcompatibility (s-compatibility).
Givena set A c
L,
the smallestsublogic Lo
of Lcontaining
italways
exists.The set A is said to be
strongly compatible
if any two elements a, b E Aare
compatible
inLo. (The compatibility
ofa, b
inLo,
denotedby a H b
means that there are
mutually orthogonal
elements&i,
c inLo
such thata = a 1 V c and b =
bi
1 Vc).
In[5] ]
and[8 ]
thefollowing
theorem isproved.
THEOREM 2.1. 2014 If a subset A of L is
strongly compatible,
then there isa Boolean
sub-6-algebra
B such that A c B c L.Moreover,
Neubrunn[8 ] proved
that thesublogic generated by
ans-compatible
set A coincides with thegenerated
Booleansub-03C3-algebra.
Another
strenghthening
ofcompatibility
has been introducedby
Bra-bec
[9 ].
Todistinguish
this notion we shall call it fullcompatibility (f -com- patibility).
A finiteset {
..., of elements of L is said to befully compatible
in L if there exists a finite collection ofpairwise orthogonal
of L such that for any element i
n)
there exists a finite
subcollection {eij}
t suchthat ai
=The
collection { is
called anorthogonal covering
A set A c L is said to be
f -compatible
in L if any finite subset of A isf -compatible
in L.Using ~-compatibility,
thefollowing
result wasproved
in[9 ].
THEOREM 2 . 2. 2014 If A c L is
~-compatible,
then there exists a Booleansub-6-algebra
B such that A c BeL.Relations among
s-compatibility, f -compatibility
andpairwise
compa-tibility
are discussed in[10 ].
It can beeasily
seen thats-compatibility
Vol. XXXIV, n° 4-1981.
implies f-compatibility
andf-compatibility implies
thepairwise
compa-tibility.
Thelogic
L isregular iff ~-compatibility
isequivalent
to thepairwise compatibility.
1 1 are two
orthogonal coverings
of a finite setM c
L,
we saythat {ei }ki= 1 is
lessthan { fj }lj=1
if for any ei, 1 i~ k,
there is a
subcallection {fis}s of { fj }lj=1
1 suchthat ei
=s
If M c
L,
we writeM1 - ~ a1 : a E M ~ .
Thefollowing
statement isa consequence of the fact that to any
f -compatible
subset of L there isa Boolean
sub-6-algebra containing
it.LEMMA 2 . 3. 2014 Let M
= ~ a 1, a2, .. -~} be f -compatible
in L. Thenthe collection F
= { ~~
1 11 ... 11D"},
whereD = { 0, 1 },
d =
d2, ... , dn) E Dn
=dj = 1 a E L),
is the minimal cove-ring
of the setLEMMA 2 . 4. 2014 The set F 1 A ... A
andn :
d E is an ortho-gonal covering
of the set M= ~ a 1,
..., iffProof
-Necessity
followsby
Lemma 2.3. To provesufficiency,
letLet aj
E M be fixed.Clearly, aj
H b for any b E F. As the elementsare
mutually orthogonal,
we getby (2)
thatBut
b =
a1d1
1 11 ... 11 A ... Aandn.
From this we have that F is the ortho-gonal covering
of M.COROLLARY 2 . 5. - The set A c L is
f -compatible
in L iff for anyl’Institut Henri Poincaré-Section A
COMPATIBILITY AND PARTIAL COMPATIBILITY IN QUANTUM LOGICS 395
finite
subset {a1, a2,
..., of A the elements 1 A ... 11an dn, dE Dn,
all exist and 1 A ... A
andn
= 1.dEDn
It can be
easily
seen that a subset A of L is contained in a Boolean sub-cr-algebra
of L iff it isf-compatible.
The minimal Booleansub-03C3-algebra containing
A can be found in thefollowing
way. For any finite subsetM
= ~ a 1,
1 A ... 11 is ortho-gonal
and its lattice sumequals
to one. From this it follows that the set of all lattice sums over all subsets of F is a Booleansubalgebra
of L(see
e. g.
[7]).
Let us denote itby B(M).
Now letB’ = u {B(M):
M is a finitesubset of
A},
then B’ is a Booleansubalgebra
of L.Indeed,
if a, b E B’then there are
Mi
1 andM 2
such thata E B(M1), bE B(M2).
ButM 1
uM 2
is a finite subset of A
and a, M 2).
From this it follows thata V
b, a
11 B’.Similarly
we show thedistributivity.
Evidently,
B’ iss-compatible,
so thatby [8] the
leastsublogic
Bcontaining
B’is a Boolean
sub-03C3-algebra
of L.Clearly,
B is the minimal Boolean sub-6-algebra
of Lcontaining
A.A set of
observables {x03B1}03B1
is said to be commensurable if there is anobservable x and Borel
functions :
R 1 ~ R 1 such that xa= f« ~
x.(By
wheref
is a Borel function we mean the observablex(y(E)), E E B(R 1)) .
THEOREM 2 . 6. A
set {~n }n-1 i of
observables on alogic
L is commensu-rable i ff the set where E E is the range
n= 1
of the observable xn, is
f -compatible
in L.Proof
2014 The statement follows from the factthat {
xn~~°
1 are commen-00
surable is contained in a Boolean
sub-03C3-algebra
of L(see [3 ])
iff
/-compatible.
n=1
The
commensurability
of observables enables us to constructjoint
pro-bability
distributions for observables[3 ].
COROLLARY 2. 7. be a set of observables on L. The
joint probability
distributionfor {
xa} ’"
exists iff theset R(xJ
isf-compatible
iff
7
for
any n E N,
any and anyVol. XXXI V, n° 4-1981.
S. PULMANNOVA
Proo,f:
- Let thejoint
distribution exist. Then for any finite subset{x1,
...,c= {
x«}03B1
there is a03C3-homomorphism h : B(Rn)
~ L suchthat
h(E 1 x
...xEn)
=x 1 (E 1 )
A ... 11xn(E") [3 ].
From this it follows thatis satisfied. It can be
easily
seen that(2.1)
isequivalent
to thef -compati- bility. Indeed, if {
a 1, ..., is any subsetof R(x«),
then any elementa1d1
1 A ... Aandn
can be written in the form 1 A ... 11xk(Ek)dk
forsome
x 1, ... , xk E ~ xa ~a,
and somed E Dk.
Theequi-
valence then follows
by Corollary
2 . 5.Now,
is~-compatible,
then
is f-compatible for
any ..., xn E{
xa} ’" Hence,
..., xni= 1
are commensurable. From this it follows that the
joint
distribution exists for them.3. PARTIAL COMPATIBILITY
DEFINITION 3.1. 2014 Let L be an orthomodular
6-orthoposet.
A subset Aof L is said to be
partially compatible (p. c.)
with respect to some ao E L(ao ~ 0)
ifi)
ao ~ a for anyii)
theset {a0
I1 a : a EA } is f-compatible
in L.PROPOSITION 3.2. A set A c L is
partially compatible
with respectto a0 iff a0 ~ a
for all and theelements ao
11a,a ~ A are f-compatible
in the
logic L~~j = {
b E L : b~o }.
Proof
2014 Let A be p. c. with respect to ao and ..., be any finite subset of A.Let bi
= a~ 11 a, 1 i n. The 1 in ~
is
f-compatible
inL and {b1d1
1 11 ... 11 is the minimalorthogonal covering
of it.If dj
= 1 forsome j,
thenand
so that all the elements
b1d1
1 11 ... 11bndn,
d EDn,
arecompatible
with ao.From this it follows that
Annules de l’Irastitut Henri Poincare-Section A
COMPATIBILITY AND PARTIAL COMPATIBILITY IN QUANTUM LOGICS 397
where
Since
bi
11a0 is the orthocomplement of bt in L[0,1], we get by Lemma 2.4 that { bi,
..., aref -compatible
inOn the other
hand,
if ao H ai for any a E A anda0 ai
i ~ nare
f -compatible
in then there is anorthogonal covering
of the~1 ~ ~
n ~
in which is also anorthogonal covering
in L.
COROLLARY 3.4. A set A c L is
partially compatible
with respectto L iff for c A all the elements
a1d1
A ... Aandn
11 ao, d EDn,
exist andTHEOREM 3 . 5. - Let
... , an E L
be such that all the elementsa 1 d 1 11 ... andnm d~Dn exist and
0Then ~i, ..., ~ are p. c. with respect to ~o.
Proof
- The elements /B ... /Bandn, d~Dn,
aremutually
ortho-gonal
anda1d1
/B ... /B ora
for any I~j~n,
so that1 /B ... /B ~.
for any d e D" and 1
~ j ~
~!. From this it followsthat ~
+-+ ~o. I~ j ~
~.Moreover,
so
that {a1d1
1 11 ... 11andn
A d EDn,
1n }
is theorthogonal covering of {
a 1 ... , a" 11~o }.
PROPOSITION 3.6. 2014 If the
logic
L isregular,
then the elements ... , an of L are p. c. with respect to ao iff are p. c. with respect to ao for anyProof Necessity
is clear. To provesufficiency,
let be p. c. with respect to ao for any 1 n. Thisimplies that ai
11 ao ao for alli, j
in thelogic By regularity
of thelogic
thenare
~-compatible
in hence ..., an are p. c. with respect to ao.Vol. XXXIV, n° 4-1981.
S. PULMANNOVA
Let A be a subset of L. We set
A},
where b H Ameans that b H a for all a E A.
THEOREM 3.7.2014 If a finite subset M of L is p. c. with respect to ao, then M"
is also p. c. with respect to ao.
Proof.
- Let M= {
d, a2, ..., and let b E As ao ~ ai,1 i ~ n, so that ao ~ ~ be the minimal
orthogonal covering
of theset {
a1 11
ao, ..., an 11ao }. Clearly, ei
A ao, 1~ 7 ~ ~
and ei ~(a~
Aimplies
ei Aao,
1j n
for any 1 ~ ~ k. Hence ei ~ a~ 11 ao V a, Aao,
1~ ~
n, so that b ~ ei,~
k
k . kis an
orthogonal covering
of theset {a1 a0,
... , an b Aa0}.
Wehave shown that
M u { b ~
is p. c. with respect to ao. Weproceede
furtherby
induction : letM u {
...,~ } ,
...,b,~
E M" be p. c. with respectto ao, and let As
implies
...,
)" -
we getby
the above part ofproof
thatM u { bl,
...,bn, bn+ 1 }
is p. c. with respect to ao. From this it follows that any finitesubset {b1, ...,bn}
of M" is p. c. with respect to ao, i. e.M" is p. c. with respect to ao.
Let A c L be p. c. with respect to ao
(ao ~ 0). By
Zorn’slemma,
there isa maximal set
Q
p. c. with respect to ao and such that A cQ
c L.l’Institut Henri Poincaré-Section A
COMPATIBILITY AND PARTIAL COMPATIBILITY IN QUANTUM LOGICS 399
THEOREM 3 . 8. 2014 Let A c L be p. c. with respect to ao. Then the maximal
set
Q
p. c. with respect to ao andcontaining
A is asublogic
of L.Proof
2014Let ai
EQ,
i = 1, 2, ... bemutually orthogonal.
We show-r oc
that
ai
EQ. From ai
4 ao, i =1,2,
... , we have 4 aoi=1 i=l
TC.
and 11 ao - 11
By Proposition 3.2,
the seti=l 1 i=l 1
/-compatible
inBy
Brabec[9] the
set
Q
11 ao(ai
11ao) } is f-compatible
in From
. 1
x TC
we then get that
Q
is p. c. with respect toV Q
by
themaximality
ofQ. Clearly, a
EQ implies
a| EQ,
henceQ
is a sub-logic
of L.REMARK 3.9. 2014 If L is a
lattice,
thenQ
is alattice,
too.Indeed,
if ~ EQ,
11 11
f =
1,2,
..., ~ the elements andV (~~
A~o)
exist and ~o ~~ ~t= i t= i
n n n
implies
~o -V
~’ and ~o =V
ABy [9],
thenn t=l ~=1 t=l n
{ V t=i a0 }
u Q
A a0 are f-compatible
B / in hence Q
i=1 ai}
c. with respect to a0, i. e.
V Q.
In this case the set i= 1is a Boolean
sub-03C3-algcbra
ofIn what follows we shall suppose that the
logic
L is a lattice. We recallthat the
logic
L isseparable
if any subset ofmutually orthogonal
elementsis at most countable.
Vol. XXXIV, ~4-1981.
S. PULMANNOVA
THEOREM 3.10. 2014 Let M be a subset of a
separable
latticelogic
L. Forany finite set N c M let us set
where
Then the element ~o = exists in L. If ~o ~
0,
M is p. c. with respect to ~o.Proof.
- We show thatN
1 CN 2 implies a(N2) ~ a(N1). Indeed,
letN1
=...,~}, N2
=...,~}.
Then for any fixedwe have
and
Now for
any bE b}) ~ a(N)
for any N c M.By
Zierler[11 ]
there is a sequence
Nt> N2,
... such that ao = Theni= 1
On the other
hand,
finite N c
M,
hence aoAnnales de l’Institut henri Poincaré-Section A
COMPATIBILITY AND PARTIAL COMPATIBILITY IN QUANTUM LOGICS 401
rem
3 . 5)
for any i =1, 2,
..., we get ao ~ b. Now let N=={
al, ... , C M.Then ao H a~
implies
ao -~ 1 11 ... Aandn
for all d E D". Further.ai 11
a(N)
= 11 ... 11andn
11 ai. From this it follows thatdeD"
ai A aa = ai A
a(N)
A ao = A ... Aandn
A at A ao ,dEDn
hence {
1 11ao, ..., andn
11 ao : d E is theorthogonal covering
of theset {a1
1 Aao, ... , an I1 a0}.
Thatis,
M is p. c. with respect to ao.DEFINITION 3.11. 2014 We say that a set A c L is
relatively compatible
with respect to a state m if for any finite subset N of A there holds
m(a(N))
=1.From
m(a(N))
= 1 it follows that~(N) ~ 0,
so thatby
Theorem 3.5 N is p. c. with respect toa(N).
The notion of relative
compatibility
in Hilbert spacelogics
was introdu-ced
by Hardegree [12 ].
In[7~] it
is shown that the relativecompatibility
is
closely
connected to the existence ofjoint
distributionsof type-1,
intro-duced
by
Gudder[7~]:
We say that observables ... , xn on alogic
Lhave a
type-I joint
distribution in a state m if there is a measure ,u onB(Rn) (i.
e. the Borel subsets of such that for anyrectangle
setthere holds
It was
proved
in]
that M c L isrelatively compatible
with respectto a state m iff the two-valued observables
corresponding
to the elements of M have a type1 j oint
distribution in the state m.It can be shown that if L is a
separable
latticelogic
then a subset M of Lis
relatively compatible
with respect to a state m iffm(ao)
=I,
where ao is the element defined in Theorem 3 . 8.Indeed,
let M berelatively compatible
r
and let {N,}, be such that a0
= Let us setQ 1
=i=1 ij
I
then Q1
cQ2
c ... , ao = >_a(Q 2)
>_... , and the conti-
i= 1
nuity
from above of myelds
thatm(ao)
= 1. The converseis straight-
forward.
Let {
a EA }
be a set of observables on L. Let us set M = where E EB(R 1) }
is the range of Then for anyVol. XXXIV, n° 4-1981.
PULMANNOVA
the elements
a1d1
1 11 ... A EDn,
can beexpressed
in the formx(E1)dl
A ... A for someEi,
...,Ek
EB(R 1 ),
some ..., xk andsome ... ,
dk)
E Dk.By [7~] we
then obtain thefollowing
theorem.THEOREM 3.12.
2014 Obscrvablcs { x03B1}03B1
on a latticelogic
L have a type 1joint
distribution in a state m iff the set M is
relatively compatible
withe respect to m iff x
for any n E
N,
any ..., .~nE ~
and anyEi,
...,En
EB(R 1 ).
Next theorem shows a connection between relative
compatibility
and« relative
commensurability »
of observables.THEOREM 3 .13. 2014 Let the
observables {
xa} C(
on aseparable
latticelogic
Lhave a type 1
joint
distribution in a state m. Then there are an observable zand Borel
functions :
R 1 ~ R 1 such that =m(( f « ~ z)(E))
forany E E
B(R1)
and any a.Proof.
2014 The existence ofjoint
distributionimplies
that the setis
relatively compatible
with respect to m. From this it follows that the set M is p. c. with respect to ao, where ao is defined as in Theorem 3.10.Hence,
the set M A ao
= {b
ao : isf-compatible
in Let us setxa(E) = xa(E) 11 aa,
thenxa : B(R 1 ) -~
arecompatible
observables on the
logic By [3 ],
there exist an observable ? onand Borel
functions :
R 1 --~ R 1 such thatacx = , f« ~ ~
for any oc. Let usset
z(E)
=z(E)
Vw(E)
where w is an observable on L definedby
for some It can be
easily
checked that z is an observable on L.Then for any E E
B(R 1 ),
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COMPATIBILITY AND PARTIAL COMPATIBILITY IN QUANTUM LOGICS
[2] V. S. VARADARAJAN, Probability in physics and a theorem on simultaneous obser-
vability, Commun. Pure Appl. Math., t. 15, 1962, p. 189-217.
[3] V. S. VARADARAJAN, Geometry of quantum theory, Van Nostrand, Princeton,
N. Y., 1968.
[4] W. Guz, On the simultaneous verifiability of yes-no measurements, Int. J. Theo-
ret. Phys., t. 17, 1978, p. 543-548.
[5] W. Guz, Quantum logic and a theorem on commensurability, Rep. Math. Phys.,
t. 2, 1971, p. 53-61.
[6] J. C. T. POOL, Simultaneous observability and the logic of quantum mechanics, Ph. D. Thesis, State University of Iova, 1963.
[7] A. RAMSAY, A theorem on two commuting observables, J. Math. and Mech.,
t. 15, 1966, p. 227-234.
[8] T. NEUBRUNN, On certain type of generalized random variables, Acta Fac. Rer.
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(Manuscrit reçu le 13 nooentbre 1980)
Vol. XXXIV, n° 4-1981.