Contextuality-by-Default Description of Bell Tests: Contextuality as the Rule and Not as an Exception

Hidden variables, free choice, context-independence and all that

This paper provides a systematic account of the hidden variable models (HVMs) formulated to describe systems of random variables with mutually exclusive contexts. Any such system can be described either by a model with free choice but generally context-dependent mapping of the hidden variables into observable ones, or by a model with context-independent mapping but generally compromised free choice. These two types of HVMs are equivalent, one can always be translated into another. They are also unfalsifiable, applicable to all possible systems. These facts, the equivalence and unfalsifiability, imply that freedom of choice and context-independent mapping are no assumptions at all, and they tell us nothing about freedom of choice or physical influences exerted by contexts as these notions would be understood in science and philosophy. The conjunction of these two notions, however, defines a falsifiable HVM that describes non-contextuality when applied to systems with no disturbance or to consistifications of arbitrary systems. This HVM is most adequately captured by the term 'context-irrelevance', meaning that no distribution in the model changes with context. This article is part of the theme issue 'Quantum contextuality, causality and freedom of choice'.

Contextuality with Disturbance and without: Neither Can Violate Substantive Requirements the Other Satisfies

Contextuality was originally defined only for consistently connected systems of random variables (those without disturbance/signaling). Contextuality-by-Default theory (CbD) offers an extension of the notion of contextuality to inconsistently connected systems (those with disturbance) by defining it in terms of the systems' couplings subject to certain constraints. Such extensions are sometimes met with skepticism. We pose the question of whether it is possible to develop a set of substantive requirements (i.e., those addressing a notion itself rather than its presentation form) such that (1) for any consistently connected system, these requirements are satisfied, but (2) they are violated for some inconsistently connected systems. We show that no such set of requirements is possible, not only for CbD but for all possible CbD-like extensions of contextuality. This follows from the fact that any extended contextuality theory T is contextually equivalent to a theory T' in which all systems are consistently connected. The contextual equivalence means the following: there is a bijective correspondence between the systems in T and T' such that the corresponding systems in T and T' are, in a well-defined sense, mere reformulations of each other, and they are contextual or noncontextual together.

Contextuality or Nonlocality: What Would John Bell Choose Today?

A violation of Bell-CHSH inequalities does not justify speculations about quantum non-locality, conspiracy and retro-causation. Such speculations are rooted in a belief that setting dependence of hidden variables in a probabilistic model (called a violation of measurement independence (MI)) would mean a violation of experimenters' freedom of choice. This belief is unfounded because it is based on a questionable use of Bayes Theorem and on incorrect causal interpretation of conditional probabilities. In Bell-local realistic model, hidden variables describe only photonic beams created by a source, thus they cannot depend on randomly chosen experimental settings. However, if hidden variables describing measuring instruments are correctly incorporated into a contextual probabilistic model a violation of inequalities and an apparent violation of no-signaling reported in Bell tests can be explained without evoking quantum non-locality. Therefore, for us, a violation of Bell-CHSH inequalities proves only that hidden variables have to depend on settings confirming contextual character of quantum observables and an active role played by measuring instruments. Bell thought that he had to choose between non-locality and the violation of experimenters' freedom of choice. From two bad choices he chose non-locality. Today he would probably choose the violation of MI understood as contextuality.

Observations of Bell Inequality Violations with Causal Isolation between Source and Detectors

We report the experimental observations of Bell inequality violations (BIV) in entangled photons causally separated by a rotating mirror. A Foucault mirror gating geometry is used to causally isolate the entangled photon source and detectors. We report an observed BIV of CHSH-S=2.30±0.07>2.00. This result rules out theories that explain correlations with traveling communication between source and detectors, including super-luminal and instantaneous communication.

Quantifying and Interpreting Connection Strength in Macro- and Microscopic Systems: Lessons from Bell’s Approach

Bell inequalities were created with the goal of improving the understanding of foundational questions in quantum mechanics. To this end, they are typically applied to measurement results generated from entangled systems of particles. They can, however, also be used as a statistical tool for macroscopic systems, where they can describe the connection strength between two components of a system under a causal model. We show that, in principle, data from macroscopic observations analyzed with Bell’ s approach can invalidate certain causal models. To illustrate this use, we describe a macroscopic game setting, without a quantum mechanical measurement process, and analyze it using the framework of Bell experiments. In the macroscopic game, violations of the inequalities can be created by cheating with classically defined strategies. In the physical context, the meaning of violations is less clear and is still vigorously debated. We discuss two measures for optimal strategies to generate a given statistic that violates the inequalities. We show their mathematical equivalence and how they can be computed from CHSH-quantities alone, if non-signaling applies. As a macroscopic example from the financial world, we show how the unfair use of insider knowledge could be picked up using Bell statistics. Finally, in the discussion of realist interpretations of quantum mechanical Bell experiments, cheating strategies are often expressed through the ideas of free choice and locality. In this regard, violations of free choice and locality can be interpreted as two sides of the same coin, which underscores the view that the meaning these terms are given in Bell’s approach should not be confused with their everyday use. In general, we conclude that Bell’s approach also carries lessons for understanding macroscopic systems of which the connectedness conforms to different causal structures.

Assumption-Free Derivation of the Bell-Type Criteria of Contextuality/Nonlocality

Bell-type criteria of contextuality/nonlocality can be derived without any falsifiable assumptions, such as context-independent mapping (or local causality), free choice, or no-fine-tuning. This is achieved by deriving Bell-type criteria for inconsistently connected systems (i.e., those with disturbance/signaling), based on the generalized definition of contextuality in the contextuality-by-default approach, and then specializing these criteria to consistently connected systems.