Why observables are represented as operators in QM?

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Discussion Overview

The discussion centers on the representation of observables as operators in quantum mechanics (QM), exploring the rationale behind this formalism and its implications for understanding dynamical variables. Participants examine the historical context, mathematical structure, and conceptual significance of using operators in QM compared to classical physics.

Discussion Character

  • Exploratory
  • Technical explanation
  • Conceptual clarification
  • Debate/contested

Main Points Raised

  • One participant questions why dynamical variables are represented as linear operators in QM, noting that while energy follows from the stationary Schrödinger equation, the rationale for other observables remains unclear.
  • Another participant asserts that observables are technically operators in both classical and quantum physics, with QM allowing for a more general algebra of events necessary for accurate predictions.
  • A participant emphasizes the probabilistic nature of the algebra of possible events in QM, suggesting that it necessitates the Hilbert space formalism and the collapse postulate.
  • Historical context is provided by a participant referencing Heisenberg's 1925 paper, which introduced operators to replace classical trajectories with transition amplitudes, highlighting the importance of non-commutativity in QM.
  • One participant reiterates the necessity of Hilbert spaces for a probabilistic treatment of events, contrasting classical physics where operators commute with each other.

Areas of Agreement / Disagreement

Participants express various viewpoints on the nature and implications of representing observables as operators, with no consensus reached on the deeper physical meaning or the necessity of this formalism beyond its mathematical encoding of measurements.

Contextual Notes

Some participants note the historical development of operator formalism in QM and its relation to classical mechanics, but the discussion remains open-ended regarding the broader implications and interpretations of these concepts.

MichPod
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TL;DR
What are the (core) reasons observables are represented as operators in QM?
Can somebody provide an explanation why the dynamical variables/observables are represented in QM as linear operators with the measured values being eigenvalues of these operators?
For energy this is probably trivially and directly follows from the stationary Shrodinger equation which solutions are eigenvectors of the Hamiltonian operator with the eigenvalue being the energy, but why on Earth one would try to introduce the same machniery for any other possible dynamical variable and why does this works?

I know that an operator of an observable may be represented as a sum of eigenvalues multiplied by an outer product of the eigenvectors, so it may be considered that the operator just directly encodes the results of measurements and corresponding orthogonal eigenstates, but I wonder whether some more may be said about the nature and origin of observable operators formalism in QM and whether some additional physical meaning may be attributed to the measurement operators other than merely mechanically encoding the eigenvalues.
 
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In both classical and quantum physics, observables are technically operators. It's just they are more general in QM. The more general operators in QM permit a more general algebra of possible events, which is needed to make correct predictions.
 
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Morbert said:
In both classical and quantum physics, observables are technically operators. It's just they are more general in QM. The more general operators in QM permit a more general algebra of possible events, which is needed to make correct predictions.
Indeed and furthermore of interest is that the event algebra is of such a form that noncontextual probabilities on it seem to require the Hilbert space formalism and the collapse postulate:
https://arxiv.org/abs/1702.01845
So the algebra of possible events of our world requires a probabilistic treatment based on Hilbert spaces intrinsically.
 
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Operators / matrices were first introduced in Heisenberg's 1925 paper where he tried to find the quantum analogue to the classical equation for the power radiated by an oscillating electron by incorporating the rules of old quantum mechanics (Bohr frequencies, Ritz combination principle). For the details, see Aitchison et al.'s take on Heisenberg's paper.

Heisenberg's guiding principle to use only observable quantities led him to replace the unobservable classical trajectory ##x(t)## of the electron by a collection of transition amplitudes ##\langle m |\hat x | n \rangle \exp(i \omega_{mn}t)## which we now recognize as the matrix elements of the position operator.

He notes that if we want to combine two such collections which represent different observables we get non-commutativity. This is an important ingredient for central aspects of QM like the Heisenberg uncertainty principle. So the simple story is that while numbers are sufficient for classical mechanics we need operators to get the non-commutativity of QM.

The more complicated story is that the line between classical theories and quantum theories isn't as clear cut as it may seem at a first glance which is what I think the other replies are referring to.
 
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DarMM said:
Indeed and furthermore of interest is that the event algebra is of such a form that noncontextual probabilities on it seem to require the Hilbert space formalism and the collapse postulate:
https://arxiv.org/abs/1702.01845
So the algebra of possible events of our world requires a probabilistic treatment based on Hilbert spaces intrinsically.
Yes, classical physics can be formulated in terms of matrices and operators, along with a non-controversial collapse postulate, because the classical wavefunction now really does just encapsulate our knowledge of the system.

The important difference is that all classical operators commute with each other.
 
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