Noncommuting Observables
Two observables are noncommuting when their operators satisfy
This is an operator statement: somewhere in the Hilbert space, the two orderings act differently. For finite-dimensional sharp observables, it has several equivalent physical consequences:
- the observables have no complete orthonormal basis of simultaneous eigenvectors;
- their spectral projectors admit no single sharp joint measurement;
- an ideal measurement of one can change the statistics of a later measurement of the other;
These statements are related, but they are not interchangeable. Noncommutativity is state independent, while uncertainty bounds and observed order effects can depend on the state. Preparation uncertainty describes two distributions assigned to one input state, while measurement disturbance describes a physical intervention. Generalized, unsharp measurements can also be jointly measurable even when some of their effects do not commute.
The reliable conclusion is therefore not that “both quantities are unknowable.” It is that the two sharp observables do not belong to one common classical measurement context.
Helpful background. Projectors represent sharp outcomes; compatible observables explains common eigenspaces and joint measurements.
Sharp Observables and Their Spectral Projectors
Section titled “Sharp Observables and Their Spectral Projectors”Most of this page assumes a finite-dimensional complex Hilbert space and two self-adjoint operators with spectral decompositions
The projectors and refer to complete eigenspaces, including all degeneracy. They obey
and analogous relations for the .
Three levels of description will be kept separate:
- Algebra: whether vanishes as an operator.
- Sharp measurement structure: whether all commute with all .
- A particular experiment: whether a chosen state and two chosen measurement implementations exhibit different statistics when reordered.
For self-adjoint matrices, the first two criteria are equivalent. The third is more specific: noncommutation guarantees that an order-sensitive experiment can be found, not that every input state and every reported statistic must show an order effect.
The algebra of the bracket itself belongs to Commutators. The full ordered-probability calculation belongs to Sequential Measurements. This page concentrates on what noncommutation means physically.
Order of Operator Actions
Section titled “Order of Operator Actions”Operator products act from right to left:
whereas
If , there is at least one vector in the common domain for which these outputs differ. Equivalently, there is some such that
That statement concerns operator composition. It must not be read too literally as a measurement recipe. In particular, the product is not by itself the state-update map for “measure , then measure .” Sequential measurements require outcome projectors or, more generally, quantum instruments.
There is another useful warning. If and are Hermitian, then
Consequently,
For noncommuting observables, the ordered product is generally not itself an observable. Its Hermitian and anti-Hermitian parts are
and
The first is the symmetrized product used in covariance; the second records order sensitivity. See Anticommutators for the symmetric part.
Sharp Incompatibility
Section titled “Sharp Incompatibility”For finite-dimensional self-adjoint operators, the following statements are equivalent:
- .
- for every .
- There is a complete orthonormal basis of simultaneous eigenvectors.
- The two projective measurements have a common projective refinement.
Therefore
means that at least one pair of spectral projectors fails to commute and that no single projective measurement can reproduce both sharp observables as marginals.
The projector formulation is the operationally precise one. Eigenvalue degeneracy does not create a loophole: each projects onto the whole -eigenspace. What degeneracy can do is allow the two observables to share some eigenvectors or invariant subspaces without sharing a complete basis.
The commuting theorem and its proof are developed in Compatible Observables.
No Complete Shared Eigenbasis
Section titled “No Complete Shared Eigenbasis”Suppose an orthonormal basis diagonalized both observables:
Then every basis vector would satisfy
By linearity, on the whole space. The contrapositive gives the useful test:
The word complete is essential. If one normalized state happens to satisfy
then
This does not force the commutator to vanish on vectors orthogonal to .
A three-dimensional example
Section titled “A three-dimensional example”In the basis , let
and
Both matrices are Hermitian, and is a common eigenvector:
Nevertheless,
The observables commute on one one-dimensional sector but differ in how they act on the span of and . A single common eigenvector is therefore a state-specific fact, not compatibility of the observables.
The finer distinction between common eigenvectors, common eigenspaces, and a complete common basis is the subject of Simultaneous Eigenstates.
Three State-Dependent Tests
Section titled “Three State-Dependent Tests”The following statements have decreasing strength:
and
The first is an operator identity. The second says that the two orderings agree on one state. The third says only that their difference has zero expectation in that state.
Neither state-dependent equality proves compatibility. For example,
but in ,
This hierarchy explains why the expectation of a commutator is not a scalar measure of how incompatible two observables are.
Sequential Projective Measurements
Section titled “Sequential Projective Measurements”Let the initial state be a density operator . A Lüders projective measurement of first, followed by one of , with no intervening evolution, has ordered joint probability
Reversing the apparatus order gives
These are probabilities for two different experiments. If the projectors commute, then
so both orders reduce to the joint probability
If some and do not commute, the two ordered expressions need not agree. The first measurement changes which state enters the second Born-rule calculation.
A concrete order effect for ideal spin measurements, with no evolution between them. Starting from , the branch with both positive outcomes has probability for then , but for then . Each path multiplies the probabilities written on its arrows.
Possibility is not universality
Section titled “Possibility is not universality”Noncommutation does not imply
for every . Symmetry, a special input state, or a particular outcome can make the two numbers equal. The correct global statement is that noncommuting sharp observables do not admit order-independent joint projective statistics for all states.
This distinction is experimentally important. A null order effect in one preparation does not establish that the observables commute; one must vary the preparation or test the operator/projector relation directly.
Unread Measurements and Disturbance
Section titled “Unread Measurements and Disturbance”Suppose the outcome is not retained. The ideal nonselective Lüders channel is
The probability of a later outcome becomes
where the dual map acts as
The unread measurement leaves the statistics unchanged for every state exactly when
for every . For projective and , this is equivalent to
for all . Thus noncommuting sharp observables permit a preparation for which an unread ideal measurement of one changes a later distribution of the other.
The channel formula also shows why “the result was ignored” does not mean “no measurement occurred.” Discarding the classical record sums the conditioned branches; it does not undo the physical interaction.
For realistic apparatuses, a POVM specifies outcome probabilities but not the postmeasurement state. The full instrument is needed to predict later statistics. That more general distinction belongs to Compatible, Incompatible, and Sequential Measurements.
Spin One-Half Example
Section titled “Spin One-Half Example”For a spin- particle,
The Pauli algebra gives
so and are noncommuting sharp observables.
Prepare . A direct measurement is certain to return . If an unread measurement is inserted first, the state becomes
The later probabilities are therefore
The comparison is operational:
Changing representation would not have this effect. A basis change rewrites the same state and operators; inserting an apparatus performs a new physical operation.
General two-axis formula
Section titled “General two-axis formula”Let
where and are unit vectors. Let the input state have real Bloch vector , with :
Measuring along and then gives
The reversed order gives
The conditional factor is symmetric, but the first-outcome factor probes a different component of the input Bloch vector. This makes both the potential order dependence and its state dependence explicit.
The matrix identities used here are collected in Pauli Matrices.
Why There Is No Sharp Joint Probability
Section titled “Why There Is No Sharp Joint Probability”For commuting projectors, the joint alternatives are
They are projectors, sum to the identity, and have the correct marginals:
Conversely, suppose a projective measurement had these marginals. Orthogonality of its outcomes would give
Thus a common sharp joint measurement would force all spectral projectors to commute. Noncommuting sharp observables therefore have no state-independent joint PVM with their original distributions as marginals.
The conclusion also holds if the proposed joint measurement is a POVM. Positivity gives , so acts only within both projector ranges. Consequently
Thus allowing a general joint detector cannot reproduce two incompatible sharp marginals exactly (Heinosaari, Reitzner, and Stano, 2008).
A classical coupling is not a joint quantum measurement
Section titled “A classical coupling is not a joint quantum measurement”For one fixed state, the separate Born distributions
can always be embedded in some artificial classical joint distribution. For example, has the right marginals. But that choice is not selected by the quantum experiment, does not reproduce ordered measurement statistics in general, and need not respect any physically accessible joint correlations.
The obstruction is not the elementary mathematics of coupling two lists of probabilities. It is the absence of one sharp quantum measurement whose marginals are the specified observables for every input state.
Ordered quasiprobabilities
Section titled “Ordered quasiprobabilities”One can define an ordered quantity
It has the correct marginals:
For noncommuting projectors, however, need not be Hermitian, so can be negative or complex. Such Kirkwood–Dirac-type quantities are useful ordered quasiprobabilities, not ordinary probabilities of jointly preexisting sharp values.
Generalized Measurements Are Broader
Section titled “Generalized Measurements Are Broader”The equivalence between commutation and joint measurability applies to sharp projective observables. A generalized measurement uses positive effects satisfying
without requiring .
Two POVMs and are jointly measurable if there is a parent POVM such that
The effects and need not commute. Sufficiently noisy or unsharp versions of incompatible spin components can possess such a parent POVM. What is lost is the simultaneous sharpness of the original projective alternatives.
This is not an exception to the sharp-observable theorem; it is a broader measurement model. The distinction is developed in POVMs: First Encounter and Unsharp Measurements.
Preparation Uncertainty Is Not Disturbance
Section titled “Preparation Uncertainty Is Not Disturbance”For a state , the Robertson relation says
This compares the standard deviations of two hypothetical outcome distributions prepared from the same input state. It does not require that be measured first, and it is not a formula for how much an apparatus disturbs .
Four notions should be distinguished:
- incompatibility: a state-independent relation between observables or measurements;
- preparation uncertainty: a tradeoff between distributions in one input state;
- measurement disturbance: a change caused by a specified instrument;
- joint-measurement error: the accuracy with which one apparatus approximates two target observables.
They influence one another, but they answer different experimental questions.
A vanishing Robertson bound
Section titled “A vanishing Robertson bound”The Robertson lower bound is state dependent. For , , and ,
while
The inequality becomes , even though . The state is sharp in one observable, not both. The bound is simply noninformative about their global incompatibility.
By contrast, the canonical relation
has the same nonzero expectation in every normalized state in the relevant domains, producing
The derivation, covariance term, and equality conditions belong to General Uncertainty Relations. The domain-sensitive canonical case belongs to Position–Momentum Uncertainty.
Disturbance depends on the instrument
Section titled “Disturbance depends on the instrument”A sharp Lüders measurement supplies one standard state-update rule, but an observable does not uniquely specify every apparatus that measures it. Two instruments can have the same outcome probabilities and different postmeasurement states. An apparatus can also add avoidable disturbance after recording its result.
Accordingly, the Robertson relation should never be advertised as a universal error–disturbance formula. Quantitative measurement-error and disturbance relations require operational definitions of error, a measurement model, and careful assumptions.
Infinite-Dimensional Caveats
Section titled “Infinite-Dimensional Caveats”For bounded self-adjoint operators, is equivalent to commutation of their spectral measures. For unbounded observables, the products and may be defined only on different domains. The formal commutator has domain
Even if on a convenient dense test domain, it does not automatically follow that all spectral projectors commute. The robust compatibility notion is strong commutation:
for all Borel sets and .
Conversely, a nonzero commutator computed on a valid common product domain rules out strong commutation: strongly commuting self-adjoint operators have equal products wherever both products are defined. Domain declarations therefore remain part of this test. Position and momentum require particular care because their canonical commutator cannot be realized by finite matrices and is most safely related to exponentiated Weyl operators. See Canonical Commutation Relations.
Common Pitfalls
Section titled “Common Pitfalls”A common eigenvector is not a common basis. The three-dimensional example is sharp in both observables on one state, but the observables remain incompatible on the full space.
Noncommuting outcomes need not be uniformly random. Their probabilities depend on overlaps. Uniform distributions occur for special choices, such as mutually unbiased bases, not for arbitrary incompatible observables.
A basis change is not an intervening measurement. Changing coordinates transforms the same state and observables together. A physical apparatus changes the state according to its instrument, even if its outcome is ignored.
A noncommuting pair does not establish contextuality or Bell nonlocality. Those statements require additional measurement contexts or separated parties and specific statistical constraints.
Exercises
Section titled “Exercises”Exercise 1: A common eigenvector without compatibility
Section titled “Exercise 1: A common eigenvector without compatibility”For
verify that is a common eigenvector, compute , and explain why the observables are nevertheless incompatible.
Solution
Direct multiplication gives
Thus is a common eigenvector. The ordered products are
and
Therefore
The commutator annihilates but not the whole space. One common eigenvector is insufficient for simultaneous diagonalization.
Exercise 2: Ordered spin probabilities
Section titled “Exercise 2: Ordered spin probabilities”A qubit has input state
Using
derive the probability for outcome along followed by outcome along .
Solution
The first-outcome probability is
When , after that rank-one Lüders outcome the state is . A zero-probability first branch has joint probability zero without a defined conditional state. The conditional probability is
Multiplying gives
Exercise 3: An unread incompatible measurement
Section titled “Exercise 3: An unread incompatible measurement”Prepare , perform an unread projective measurement, and then measure . Derive the final probabilities by expanding in the basis.
Solution
The basis relation is
The unread measurement removes the off-diagonal terms in the basis:
Each eigenstate gives the two outcomes with probability . Hence
Equivalently, .
Exercise 4: Order effects can be hidden by the state
Section titled “Exercise 4: Order effects can be hidden by the state”Let the input be the maximally mixed qubit state . Show that two rank-one spin measurements along arbitrary axes and satisfy
even when the two spin components do not commute. Explain why this does not establish compatibility.
Solution
For , the Bloch vector is . Exercise 2 gives
The reversed expression is identical because . If the axes are neither parallel nor antiparallel, their sharp spin operators still do not commute. Compatibility is an all-states operator property; equality for one symmetric input state is not enough.
Exercise 5: A joint PVM forces commutation
Section titled “Exercise 5: A joint PVM forces commutation”Suppose is a projective measurement with marginals
Prove that .
Solution
Distinct projectors in one PVM are orthogonal:
Therefore
The same calculation in the opposite order gives . Hence all marginal projectors commute.
Exercise 6: A complex ordered quasiprobability
Section titled “Exercise 6: A complex ordered quasiprobability”Let
The two effects are
Compute
Why can it not be an ordinary joint probability?
Solution
Using ,
In ,
Thus
Ordinary probabilities are real and nonnegative. This complex number is an ordered quasiprobability whose marginals remain meaningful, not the probability of a sharp simultaneous event.
Exercise 7: When an unread Lüders measurement is nondisturbing
Section titled “Exercise 7: When an unread Lüders measurement is nondisturbing”Let be a PVM and a projector. Show that
if and only if for every .
Solution
If every commutes with , then
Conversely, assume
Multiplying on the left by gives
Multiplying on the right gives
Therefore for every . The equality says precisely that has no off-diagonal blocks between distinct sectors.
Exercise 8: Sort four different claims
Section titled “Exercise 8: Sort four different claims”For each statement below, identify whether it concerns incompatibility, preparation uncertainty, measurement disturbance, or joint-measurement error.
- .
- has a state-dependent lower bound.
- An unread apparatus changes a later distribution.
- One detector approximates both and with finite resolution.
Explain why none of the last three is merely a restatement of the first.
Solution
- This is algebraic incompatibility of the observables.
- This is preparation uncertainty for one input state.
- This is measurement disturbance by a specified instrument.
- This is a joint-measurement error question and requires an error metric.
The first statement is state independent and contains no apparatus model. The second depends on the prepared state. The third depends on the physical state-update map. The fourth depends on a generalized measurement and on how approximation error is quantified. Noncommutativity motivates tradeoffs among these notions, but it does not make their definitions identical.
References
Section titled “References”- P. Busch, “Unsharp Reality and Joint Measurements for Spin Observables,” Physical Review D 33, 2253–2261 (1986). DOI.
- P. Busch, P. Lahti, J.-P. Pellonpää, and K. Ylinen, Quantum Measurement, Springer, 2016. Publisher.
- B. C. Hall, Quantum Theory for Mathematicians, Springer, 2013.
- T. Heinosaari, D. Reitzner, and P. Stano, “Notes on Joint Measurability of Quantum Observables,” Foundations of Physics 38, 1133–1147 (2008). Open manuscript.