Mathematical Foundations
The five mathematical pillars required before quantum mechanics makes sense — complex numbers, linear algebra, Hilbert spaces, probability theory, and Dirac notation.
In this pre-lecture
- Complex Numbers — the language of quantum states
- Linear Algebra — vector spaces, operators, eigenvalues
- Hilbert Spaces — the arena of quantum mechanics
- Probability Theory — the Born rule and expectation values
- Dirac Bra-Ket Notation — the unifying language
- The 5 Postulates — mathematical summary
- Practice Exercises
Complex Numbers — The Language of Quantum States
Unlike classical physics where forces and fields are real-valued, quantum mechanics requires complex numbers at every level — from the Schrödinger equation to the commutation relation $[Q, P] = i\hbar$.
A complex number is $z = a + bi$ where $a, b \in \mathbb{R}$ and $i = \sqrt{-1}$. The set of all complex numbers is denoted $\mathbb{C}$.
| Concept | Formula | QM Relevance |
|---|---|---|
| Complex conjugate | $z^* = a - bi$ | Computing probabilities $|c_n|^2 = c_n c_n^*$ |
| Modulus | $|z| = \sqrt{a^2 + b^2} = \sqrt{zz^*}$ | Norm of a quantum state |
| Euler's formula | $e^{i\theta} = \cos\theta + i\sin\theta$ | Plane waves $e^{ikx}$, time evolution $e^{-iEt/\hbar}$ |
| Polar form | $z = |z|\,e^{i\theta}$ | Phases of quantum amplitudes |
| Real part | $\text{Re}(z) = a = \frac{z + z^*}{2}$ | Extracting measurable (real) quantities |
The Schrödinger equation $i\hbar \,\partial_t |\psi\rangle = \hat{H}|\psi\rangle$ has $i$ built in — its solutions are necessarily complex. Real-valued wave functions cannot satisfy it unless $\hat{H} = 0$. Heisenberg's relation $QP - PQ = i\hbar$ is similarly impossible without $i$.
Complex Vector Spaces
Quantum states live in vector spaces over $\mathbb{C}$. If $|\psi\rangle, |\phi\rangle$ are quantum states and $\alpha, \beta \in \mathbb{C}$, then $\alpha|\psi\rangle + \beta|\phi\rangle$ is also a valid quantum state. This is the superposition principle.
Linear Algebra — The Core Mathematical Framework
Quantum mechanics is linear algebra over $\mathbb{C}$. Every quantum state is a vector, every physical observable is a linear operator, and every measurement is an eigenvalue problem.
A vector space $V$ over $\mathbb{C}$ is a set with addition $|\psi\rangle + |\phi\rangle$ and scalar multiplication $\alpha|\psi\rangle$ (for $\alpha \in \mathbb{C}$) satisfying the standard eight axioms (associativity, commutativity, identity, inverse, distributivity).
Inner Products
The inner product $\langle u | v \rangle$ assigns a complex number to every pair of vectors, satisfying:
| Property | Formula |
|---|---|
| Conjugate symmetry | $\langle u|v\rangle = \langle v|u\rangle^*$ |
| Linearity (2nd arg) | $\langle u|\alpha v\rangle = \alpha\langle u|v\rangle$ |
| Anti-linearity (1st) | $\langle \alpha u|v\rangle = \alpha^*\langle u|v\rangle$ |
| Positive definiteness | $\langle v|v\rangle \geq 0$, with $= 0$ iff $|v\rangle = 0$ |
Probabilities in QM are computed as inner products. If $|n\rangle$ is an eigenstate of observable $\hat{\Omega}$, the probability of measuring eigenvalue $\omega_n$ in state $|\psi\rangle$ is $P(\omega_n) = |\langle n|\psi\rangle|^2$.
Eigenvalues and Eigenvectors
This is the most important structure in all of quantum mechanics. Every measurement is an eigenvalue problem.
$\hat{\Omega}$ is the operator (observable), $\omega$ is the eigenvalue (measurement outcome), $|\omega\rangle$ is the eigenstate
| Operator Type | Definition | Physical Role |
|---|---|---|
| Hermitian (self-adjoint) | $\hat{\Omega} = \hat{\Omega}^\dagger$ | Observables — guarantees real eigenvalues |
| Unitary | $UU^\dagger = U^\dagger U = \mathbf{1}$ | Time evolution, symmetry operations |
| Projection | $P^2 = P,\; P^\dagger = P$ | Measurement, state collapse |
Every Hermitian operator on a Hilbert space has a complete orthonormal set of eigenvectors with real eigenvalues. This is why physical measurements always yield real numbers, even though quantum states are complex.
Diagonalization
To find the energy levels of a quantum system, you diagonalize the Hamiltonian $\hat{H}$. The eigenvalues are the allowed energy levels $E_n$.
Commutators
Unlike numbers, operators can fail to commute. The commutator $[\hat{A}, \hat{B}] = \hat{A}\hat{B} - \hat{B}\hat{A}$ measures this failure.
If $[\hat{A}, \hat{B}] \neq 0$, then $\hat{A}$ and $\hat{B}$ cannot be simultaneously measured with arbitrary precision. The Heisenberg uncertainty principle $\Delta x\,\Delta p \geq \hbar/2$ is a direct consequence of $[\hat{x}, \hat{p}] = i\hbar$.
Hilbert Spaces — The Arena of Quantum Mechanics
A Hilbert space is the natural generalisation of Euclidean space to complex, potentially infinite-dimensional settings. Every quantum system has a Hilbert space $\mathcal{H}$ and every state of that system is a unit vector in $\mathcal{H}$.
A Hilbert space $\mathcal{H}$ is a complete inner product space over $\mathbb{C}$. Completeness means every Cauchy sequence of vectors in $\mathcal{H}$ converges to a limit that is also in $\mathcal{H}$.
| Property | What it means | Why it matters |
|---|---|---|
| Inner product | $\langle\phi|\psi\rangle \in \mathbb{C}$ | Defines probability amplitudes |
| Completeness | Cauchy sequences converge in $\mathcal{H}$ | Guarantees well-defined time evolution |
| Separability | Countable orthonormal basis $\{|n\rangle\}$ exists | Can expand any state in discrete eigenstates |
| $L^2$ space | $\int|\psi(x)|^2 dx < \infty$ | Square-integrable wave functions |
Quantum States in Hilbert Space
The coefficients $c_n$ are probability amplitudes. $|c_n|^2$ gives the probability of finding the system in eigenstate $|n\rangle$ upon measurement.
An orthonormal basis $\{|n\rangle\}$ satisfies $\langle m|n\rangle = \delta_{mn}$ (orthonormality) and $\sum_n |n\rangle\langle n| = \mathbf{1}$ (completeness / resolution of identity).
The $L^2$ Space — Wave Functions
For a particle in one dimension, the Hilbert space is $L^2(\mathbb{R})$ — the space of square-integrable functions:
Here $|\psi(x)|^2 = \psi^*(x)\psi(x)$ is the probability density — the probability of finding the particle between $x$ and $x + dx$ is $|\psi(x)|^2\,dx$.
A spin-$\tfrac{1}{2}$ particle lives in $\mathbb{C}^2$ (2-dimensional). A particle on a line lives in $L^2(\mathbb{R})$ (infinite-dimensional). The formalism works identically in both cases — Dirac notation abstracts over dimensionality.
Probability Theory — The Born Rule and Expectation Values
Quantum mechanics is intrinsically probabilistic. The connection between the mathematical formalism and physical measurement is the Born rule.
If a system is in state $|\psi\rangle$ and we measure observable $\hat{\Omega}$ with orthonormal eigenstates $|\omega_n\rangle$, the probability of obtaining eigenvalue $\omega_n$ is:
| Quantity | Formula | Meaning |
|---|---|---|
| Normalisation | $\displaystyle\sum_n |c_n|^2 = 1$ | Total probability = 1 |
| Expectation value | $\langle\hat{\Omega}\rangle = \langle\psi|\hat{\Omega}|\psi\rangle = \displaystyle\sum_n \omega_n|c_n|^2$ | Average measurement outcome |
| Variance | $(\Delta\Omega)^2 = \langle\hat{\Omega}^2\rangle - \langle\hat{\Omega}\rangle^2$ | Spread of measurement outcomes |
| Uncertainty | $\Delta\Omega = \sqrt{\langle\hat{\Omega}^2\rangle - \langle\hat{\Omega}\rangle^2}$ | Standard deviation of outcomes |
The Uncertainty Principle
The uncertainty principle is not a statement about measurement disturbance. It is a theorem about any state $|\psi\rangle$, following from the non-commutativity $[\hat{x}, \hat{p}] = i\hbar$ via the Robertson–Schrödinger inequality: $\Delta A\,\Delta B \geq \tfrac{1}{2}|\langle[\hat{A},\hat{B}]\rangle|$.
State Collapse after Measurement
After measuring $\hat{\Omega}$ and obtaining $\omega_n$, the state collapses to the corresponding eigenstate:
Dirac Bra-Ket Notation — The Unifying Language
Invented by Paul Dirac, this notation abstracts over whether the Hilbert space is finite- or infinite-dimensional. Every formula in quantum mechanics can be written cleanly in bra-ket notation.
| Symbol | Name | Meaning |
|---|---|---|
| $|\psi\rangle$ | Ket | Quantum state vector (column vector in $\mathcal{H}$) |
| $\langle\psi|$ | Bra | Dual vector = conjugate transpose of ket (row vector) |
| $\langle\phi|\psi\rangle$ | Bracket (inner product) | Probability amplitude: $P = |\langle\phi|\psi\rangle|^2$ |
| $|\psi\rangle\langle\phi|$ | Outer product | Operator mapping kets to kets |
| $\langle\psi|\hat{\Omega}|\psi\rangle$ | Matrix element | Expectation value of $\hat{\Omega}$ in state $|\psi\rangle$ |
Key Relations
| Key operator | Bra-ket form | Meaning |
|---|---|---|
| Projection onto $|n\rangle$ | $\hat{P}_n = |n\rangle\langle n|$ | Projects any state onto eigenstate $|n\rangle$ |
| Time evolution | $|\psi(t)\rangle = e^{-i\hat{H}t/\hbar}|\psi(0)\rangle$ | Unitary evolution generated by $\hat{H}$ |
| Wave function | $\psi(x) = \langle x|\psi\rangle$ | Position representation of state $|\psi\rangle$ |
| Momentum-space WF | $\tilde{\psi}(p) = \langle p|\psi\rangle$ | Fourier transform of $\psi(x)$ |
| Density matrix | $\hat{\rho} = \sum_i p_i|\psi_i\rangle\langle\psi_i|$ | Mixed states (statistical ensemble) |
The same formula $\langle\psi|\hat{\Omega}|\psi\rangle$ works whether $|\psi\rangle$ is a 2-component spin state, an infinite-dimensional harmonic oscillator eigenstate, or a square-integrable wave function. The notation hides all the representation-dependent details.
The 5 Postulates — Mathematical Summary
These five postulates encode the entire mathematical structure of quantum mechanics. Every result in quantum theory follows from them.
Every quantum system is associated with a Hilbert space $\mathcal{H}$. The state of the system is a unit vector $|\psi\rangle \in \mathcal{H}$.
Physical observables (energy, momentum, position, spin) are represented by Hermitian operators $\hat{\Omega}$ on $\mathcal{H}$, ensuring real eigenvalues.
Measurement of $\hat{\Omega}$ yields eigenvalue $\omega_n$ with probability $|c_n|^2 = |\langle\omega_n|\psi\rangle|^2$ (Born Rule).
Immediately after measuring $\omega_n$, the state collapses to the corresponding eigenstate $|\omega_n\rangle$ (Projection Postulate).
Between measurements, the state evolves unitarily according to the Schrödinger equation. Equivalently $|\psi(t)\rangle = e^{-i\hat{H}t/\hbar}|\psi(0)\rangle$.
Practice Exercises
Work through these exercises before starting Lecture 1. Solutions are hidden by default — click any exercise to reveal the worked solution.
Exercise 1 — Euler's formula and modulus
Compute (a) $|e^{i\pi/3}|$, (b) $\text{Re}(e^{i\pi/3})$, and (c) $e^{i\pi/3} \cdot e^{-i\pi/3}$.
Solution:
(a) By Euler: $e^{i\theta} = \cos\theta + i\sin\theta$, so $|e^{i\theta}| = \sqrt{\cos^2\theta + \sin^2\theta} = 1$. Every point on the unit circle has unit modulus. Thus $|e^{i\pi/3}| = 1$.
(b) $\text{Re}(e^{i\pi/3}) = \cos(\pi/3) = \tfrac{1}{2}$.
(c) $e^{i\pi/3}\cdot e^{-i\pi/3} = e^{i(\pi/3 - \pi/3)} = e^0 = 1$. In general $z \cdot z^* = |z|^2$; since $|e^{i\theta}| = 1$ we get $e^{i\theta}(e^{i\theta})^* = e^{i\theta}e^{-i\theta} = 1$.
QM connection: Time-evolution operators $e^{-i\hat{H}t/\hbar}$ are unitary precisely because $|e^{-iEt/\hbar}| = 1$ — evolution preserves the norm (total probability).
Exercise 2 — Complex conjugation of inner products
Let $z_1 = 3 + 4i$ and $z_2 = 1 - 2i$. Compute (a) $z_1^*$, (b) $|z_1|$, (c) $z_1 z_2$, and (d) $z_1^* z_2 + z_1 z_2^*$ (show this is real).
Solution:
(a) $z_1^* = 3 - 4i$.
(b) $|z_1| = \sqrt{3^2 + 4^2} = \sqrt{25} = 5$.
(c) $z_1 z_2 = (3+4i)(1-2i) = 3 - 6i + 4i - 8i^2 = 3 - 2i + 8 = 11 - 2i$.
(d) $z_1^* z_2 = (3-4i)(1-2i) = 3 - 6i - 4i + 8i^2 = 3 - 10i - 8 = -5 - 10i$. And $z_1 z_2^* = (3+4i)(1+2i) = 3+6i+4i+8i^2 = 3+10i-8 = -5+10i$. Sum: $(-5-10i) + (-5+10i) = -10 \in \mathbb{R}$. The imaginary parts cancel because $z_1^*z_2 + z_1 z_2^* = 2\,\text{Re}(z_1^* z_2)$ always.
Exercise 3 — Inner product in $\mathbb{C}^2$
Let $|\psi\rangle = \tfrac{1}{\sqrt{2}}\begin{pmatrix}1\\i\end{pmatrix}$ and $|\phi\rangle = \tfrac{1}{\sqrt{2}}\begin{pmatrix}1\\-i\end{pmatrix}$. Compute $\langle\psi|\psi\rangle$, $\langle\phi|\phi\rangle$, and $\langle\psi|\phi\rangle$.
Solution:
First, $\langle\psi| = \tfrac{1}{\sqrt{2}}(1^*, (i)^*) = \tfrac{1}{\sqrt{2}}(1, -i)$.
$\langle\psi|\psi\rangle = \tfrac{1}{2}(1\cdot 1 + (-i)(i)) = \tfrac{1}{2}(1 + (-i^2)) = \tfrac{1}{2}(1+1) = 1$. Normalised ✓
$\langle\phi|\phi\rangle$: $\langle\phi| = \tfrac{1}{\sqrt{2}}(1, i)$. So $\langle\phi|\phi\rangle = \tfrac{1}{2}(1 + i(-i)) = \tfrac{1}{2}(1+1) = 1$. Normalised ✓
$\langle\psi|\phi\rangle = \tfrac{1}{2}(1\cdot 1 + (-i)(-i)) = \tfrac{1}{2}(1 + i^2) = \tfrac{1}{2}(1-1) = 0$. These are orthogonal.
QM connection: $|\psi\rangle$ and $|\phi\rangle$ form an orthonormal basis for $\mathbb{C}^2$ — they could represent the two eigenstates of a spin operator (e.g., eigenstates of $\hat{S}_y$).
Exercise 4 — Eigenvalues of a $2\times 2$ Hermitian matrix
Find the eigenvalues and eigenvectors of $\hat{\sigma}_z = \begin{pmatrix}1 & 0 \\ 0 & -1\end{pmatrix}$. Verify it is Hermitian. What are the possible measurement outcomes if $\hat{\sigma}_z$ is an observable?
Hermitian check: $\hat{\sigma}_z^\dagger = (\hat{\sigma}_z^*)^T = \hat{\sigma}_z$ since all entries are real. Hermitian ✓
Eigenvalues: $\det(\hat{\sigma}_z - \lambda\mathbf{1}) = (1-\lambda)(-1-\lambda) = -(1-\lambda^2) = \lambda^2 - 1 = 0$, so $\lambda = \pm 1$.
Eigenvectors:
$\lambda = +1$: $(\hat{\sigma}_z - \mathbf{1})\mathbf{v} = 0 \Rightarrow \begin{pmatrix}0&0\\0&-2\end{pmatrix}\mathbf{v} = 0 \Rightarrow v_2 = 0$. Eigenstate: $|{+}\rangle = \begin{pmatrix}1\\0\end{pmatrix}$ (spin up).
$\lambda = -1$: $(\hat{\sigma}_z + \mathbf{1})\mathbf{v} = 0 \Rightarrow \begin{pmatrix}2&0\\0&0\end{pmatrix}\mathbf{v} = 0 \Rightarrow v_1 = 0$. Eigenstate: $|{-}\rangle = \begin{pmatrix}0\\1\end{pmatrix}$ (spin down).
Measurement outcomes: The Spectral Theorem guarantees the outcomes are the eigenvalues: $\pm 1$ (in units of $\hbar/2$ for actual spin). This is the spin-$\tfrac{1}{2}$ measurement in the $z$-direction.
Exercise 5 — Normalization and inner product in $L^2$
A wave function is $\psi(x) = A e^{-x^2/2}$ on $\mathbb{R}$. (a) Find $A$ such that $\int_{-\infty}^{\infty}|\psi|^2 dx = 1$. (b) Compute $\langle x\rangle = \langle\psi|\hat{x}|\psi\rangle$. Use the Gaussian integral $\int_{-\infty}^{\infty} e^{-x^2}dx = \sqrt{\pi}$.
(a) Normalization:
$\int_{-\infty}^{\infty}|A|^2 e^{-x^2}dx = |A|^2\sqrt{\pi} = 1 \Rightarrow A = \pi^{-1/4}$.
(b) Expectation value of position:
$\langle x\rangle = \int_{-\infty}^{\infty}\psi^*(x)\cdot x\cdot\psi(x)\,dx = |A|^2\int_{-\infty}^{\infty}x\,e^{-x^2}dx$.
The integrand $x\,e^{-x^2}$ is an odd function (product of odd $x$ and even $e^{-x^2}$), integrated over a symmetric interval. Therefore $\langle x\rangle = 0$.
QM connection: This is the ground state of the quantum harmonic oscillator (with $\hbar = m = \omega = 1$). The particle is most likely found at the origin, and on average is found there: $\langle x\rangle = 0$.
Exercise 6 — Born rule and measurement probabilities
A spin-$\tfrac{1}{2}$ state is $|\psi\rangle = \tfrac{\sqrt{3}}{2}|{+}\rangle + \tfrac{1}{2}|{-}\rangle$ where $|{\pm}\rangle$ are eigenstates of $\hat{\sigma}_z$ with eigenvalues $\pm 1$. (a) Verify normalisation. (b) Find $P(\sigma_z = +1)$ and $P(\sigma_z = -1)$. (c) Compute $\langle\hat{\sigma}_z\rangle$.
(a) Normalization:
$|c_+|^2 + |c_-|^2 = \left(\tfrac{\sqrt{3}}{2}\right)^2 + \left(\tfrac{1}{2}\right)^2 = \tfrac{3}{4} + \tfrac{1}{4} = 1$ ✓
(b) Probabilities (Born Rule):
$P(+1) = |\langle{+}|\psi\rangle|^2 = |c_+|^2 = \tfrac{3}{4}$
$P(-1) = |\langle{-}|\psi\rangle|^2 = |c_-|^2 = \tfrac{1}{4}$
(c) Expectation value:
$\langle\hat{\sigma}_z\rangle = (+1)\cdot P(+1) + (-1)\cdot P(-1) = \tfrac{3}{4} - \tfrac{1}{4} = \tfrac{1}{2}$
Alternatively: $\langle\hat{\sigma}_z\rangle = \langle\psi|\hat{\sigma}_z|\psi\rangle = c_+^* c_+ (+1) + c_-^* c_- (-1) = \tfrac{3}{4} - \tfrac{1}{4} = \tfrac{1}{2}$.
Exercise 7 — Uncertainty and Heisenberg's principle
For the state in Exercise 6, compute $\Delta\sigma_z = \sqrt{\langle\hat{\sigma}_z^2\rangle - \langle\hat{\sigma}_z\rangle^2}$. Interpret the result: when is $\Delta\Omega = 0$?
Compute $\langle\hat{\sigma}_z^2\rangle$:
Since eigenvalues are $\pm 1$, we have $\hat{\sigma}_z^2|{\pm}\rangle = (\pm 1)^2|{\pm}\rangle = |{\pm}\rangle$, so $\hat{\sigma}_z^2 = \mathbf{1}$.
$\langle\hat{\sigma}_z^2\rangle = \langle\psi|\mathbf{1}|\psi\rangle = \langle\psi|\psi\rangle = 1$.
Uncertainty:
$\Delta\sigma_z = \sqrt{1 - \left(\tfrac{1}{2}\right)^2} = \sqrt{1 - \tfrac{1}{4}} = \sqrt{\tfrac{3}{4}} = \tfrac{\sqrt{3}}{2} \approx 0.866$.
Interpretation: $\Delta\Omega = 0$ if and only if $|\psi\rangle$ is an eigenstate of $\hat{\Omega}$. In an eigenstate, measurement always returns the same eigenvalue with certainty — no spread.
Here $|\psi\rangle$ is a superposition, so $\Delta\sigma_z > 0$: there is genuine spread in the measurement outcomes (+1 with probability $\tfrac{3}{4}$, $-1$ with probability $\tfrac{1}{4}$).
Exercise 8 — Completeness relation
Using $|{+}\rangle = \begin{pmatrix}1\\0\end{pmatrix}$ and $|{-}\rangle = \begin{pmatrix}0\\1\end{pmatrix}$, verify the completeness relation $|{+}\rangle\langle{+}| + |{-}\rangle\langle{-}| = \mathbf{1}_{2\times 2}$.
Solution:
$|{+}\rangle\langle{+}| = \begin{pmatrix}1\\0\end{pmatrix}(1\;0) = \begin{pmatrix}1&0\\0&0\end{pmatrix}$
$|{-}\rangle\langle{-}| = \begin{pmatrix}0\\1\end{pmatrix}(0\;1) = \begin{pmatrix}0&0\\0&1\end{pmatrix}$
Sum: $\begin{pmatrix}1&0\\0&0\end{pmatrix} + \begin{pmatrix}0&0\\0&1\end{pmatrix} = \begin{pmatrix}1&0\\0&1\end{pmatrix} = \mathbf{1}$ ✓
Application: Insert this identity into any expression to expand in the $\hat{\sigma}_z$ basis: $|\psi\rangle = \mathbf{1}|\psi\rangle = (|{+}\rangle\langle{+}| + |{-}\rangle\langle{-}|)|\psi\rangle = \langle{+}|\psi\rangle|{+}\rangle + \langle{-}|\psi\rangle|{-}\rangle$.
Exercise 9 — Hermitian conjugate and matrix elements
Let $\hat{\sigma}_+ = |{+}\rangle\langle{-}|$ (raising operator). (a) Find its Hermitian conjugate $\hat{\sigma}_+^\dagger$. (b) Compute the matrix representation. (c) Show $\hat{\sigma}_+^\dagger \hat{\sigma}_+ = |{-}\rangle\langle{-}|$.
(a) Hermitian conjugate:
For an outer product $(|a\rangle\langle b|)^\dagger = |b\rangle\langle a|$. So $\hat{\sigma}_+^\dagger = (|{+}\rangle\langle{-}|)^\dagger = |{-}\rangle\langle{+}| = \hat{\sigma}_-$ (lowering operator).
(b) Matrix representation:
$\hat{\sigma}_+ = |{+}\rangle\langle{-}| = \begin{pmatrix}1\\0\end{pmatrix}(0\;1) = \begin{pmatrix}0&1\\0&0\end{pmatrix}$
$\hat{\sigma}_- = |{-}\rangle\langle{+}| = \begin{pmatrix}0\\1\end{pmatrix}(1\;0) = \begin{pmatrix}0&0\\1&0\end{pmatrix}$
(c) Product:
$\hat{\sigma}_+^\dagger\hat{\sigma}_+ = \hat{\sigma}_-\hat{\sigma}_+ = |{-}\rangle\langle{+}|\,|{+}\rangle\langle{-}| = |{-}\rangle(\langle{+}|{+}\rangle)\langle{-}| = |{-}\rangle\cdot 1\cdot\langle{-}| = |{-}\rangle\langle{-}|$ ✓
This is the projection operator onto spin-down — as expected, $\hat{\sigma}_+^\dagger\hat{\sigma}_+$ counts the probability of the state being in $|{-}\rangle$.
Exercise 10 — Computing commutators
Show that $[\hat{\sigma}_+, \hat{\sigma}_-] = \hat{\sigma}_z$ using the matrix representations from Exercise 9 and $\hat{\sigma}_z = \begin{pmatrix}1&0\\0&-1\end{pmatrix}$.
Solution:
$\hat{\sigma}_+\hat{\sigma}_- = \begin{pmatrix}0&1\\0&0\end{pmatrix}\begin{pmatrix}0&0\\1&0\end{pmatrix} = \begin{pmatrix}1&0\\0&0\end{pmatrix} = |{+}\rangle\langle{+}|$
$\hat{\sigma}_-\hat{\sigma}_+ = \begin{pmatrix}0&0\\1&0\end{pmatrix}\begin{pmatrix}0&1\\0&0\end{pmatrix} = \begin{pmatrix}0&0\\0&1\end{pmatrix} = |{-}\rangle\langle{-}|$
$[\hat{\sigma}_+, \hat{\sigma}_-] = \hat{\sigma}_+\hat{\sigma}_- - \hat{\sigma}_-\hat{\sigma}_+ = \begin{pmatrix}1&0\\0&0\end{pmatrix} - \begin{pmatrix}0&0\\0&1\end{pmatrix} = \begin{pmatrix}1&0\\0&-1\end{pmatrix} = \hat{\sigma}_z$ ✓
QM connection: This is one of the $\mathfrak{su}(2)$ Lie algebra relations. The three Pauli matrices $\hat{\sigma}_{x,y,z}$ satisfy $[\hat{\sigma}_i, \hat{\sigma}_j] = 2i\varepsilon_{ijk}\hat{\sigma}_k$, which is the fundamental commutation relation of angular momentum.
Exercise 11 — Gram-Schmidt orthogonalisation
Starting from linearly independent vectors $|v_1\rangle = \begin{pmatrix}1\\1\end{pmatrix}$ and $|v_2\rangle = \begin{pmatrix}1\\0\end{pmatrix}$, construct an orthonormal basis $\{|e_1\rangle, |e_2\rangle\}$ using Gram-Schmidt.
Step 1 — Normalize $|v_1\rangle$:
$\|v_1\| = \sqrt{1^2 + 1^2} = \sqrt{2}$. So $|e_1\rangle = \tfrac{1}{\sqrt{2}}\begin{pmatrix}1\\1\end{pmatrix}$.
Step 2 — Remove component of $|v_2\rangle$ along $|e_1\rangle$:
$\langle e_1|v_2\rangle = \tfrac{1}{\sqrt{2}}(1\cdot 1 + 1\cdot 0) = \tfrac{1}{\sqrt{2}}$
$|v_2'\rangle = |v_2\rangle - \langle e_1|v_2\rangle|e_1\rangle = \begin{pmatrix}1\\0\end{pmatrix} - \tfrac{1}{\sqrt{2}}\cdot\tfrac{1}{\sqrt{2}}\begin{pmatrix}1\\1\end{pmatrix} = \begin{pmatrix}1\\0\end{pmatrix} - \begin{pmatrix}1/2\\1/2\end{pmatrix} = \begin{pmatrix}1/2\\-1/2\end{pmatrix}$
Step 3 — Normalize:
$\|v_2'\| = \sqrt{(1/2)^2 + (-1/2)^2} = \tfrac{1}{\sqrt{2}}$. So $|e_2\rangle = \tfrac{1}{\sqrt{2}}\begin{pmatrix}1\\-1\end{pmatrix}$.
Verification: $\langle e_1|e_2\rangle = \tfrac{1}{\sqrt{2}}\cdot\tfrac{1}{\sqrt{2}}(1\cdot 1 + 1\cdot(-1)) = \tfrac{1}{2}(0) = 0$ ✓
Exercise 12 — State after measurement and re-measurement
A state is $|\psi\rangle = \tfrac{1}{\sqrt{3}}|{+}\rangle + \sqrt{\tfrac{2}{3}}|{-}\rangle$. You measure $\hat{\sigma}_z$ and get $+1$. (a) What is the state immediately after? (b) If you immediately measure $\hat{\sigma}_z$ again, what are the probabilities? (c) What if you wait and let it evolve first?
(a) State after measuring $+1$:
By the Projection Postulate, the state collapses to the eigenstate corresponding to the measured eigenvalue: $|\psi'\rangle = |{+}\rangle$.
(b) Immediately measure again:
$P(+1\,|\,\psi') = |\langle{+}|{+}\rangle|^2 = 1$ and $P(-1\,|\,\psi') = |\langle{-}|{+}\rangle|^2 = 0$.
Conclusion: Measuring twice in immediate succession always yields the same result. This is a fundamental feature of quantum measurement.
(c) If we wait:
$|\psi'(t)\rangle = e^{-i\hat{H}t/\hbar}|{+}\rangle$. If the Hamiltonian doesn't commute with $\hat{\sigma}_z$ (e.g., $\hat{H} \propto \hat{\sigma}_x$), the state will evolve away from $|{+}\rangle$, and a subsequent $\hat{\sigma}_z$ measurement will no longer be certain to yield $+1$.
Exercise 13 — Hermitian vs. anti-Hermitian
Show that $\hat{A} = \begin{pmatrix}0 & i \\ -i & 0\end{pmatrix}$ is Hermitian and identify it as one of the Pauli matrices. Then show $\hat{B} = \begin{pmatrix}0 & 1 \\ -1 & 0\end{pmatrix}$ is anti-Hermitian ($\hat{B}^\dagger = -\hat{B}$) and has purely imaginary eigenvalues.
$\hat{A}$ is Hermitian: $\hat{A}^* = \begin{pmatrix}0 & -i \\ i & 0\end{pmatrix}$, then $(\hat{A}^*)^T = \begin{pmatrix}0 & i \\ -i & 0\end{pmatrix} = \hat{A}$. So $\hat{A}^\dagger = \hat{A}$ ✓. This is $\hat{\sigma}_y$ (the $y$-Pauli matrix).
$\hat{B}$ is anti-Hermitian: $\hat{B}^* = \begin{pmatrix}0 & 1 \\ -1 & 0\end{pmatrix}$, so $(\hat{B}^*)^T = \begin{pmatrix}0 & -1 \\ 1 & 0\end{pmatrix} = -\hat{B}$ ✓.
Eigenvalues of $\hat{B}$: $\det(\hat{B} - \lambda\mathbf{1}) = \lambda^2 + 1 = 0 \Rightarrow \lambda = \pm i$. Purely imaginary — consistent with anti-Hermitian operators having purely imaginary (or zero) eigenvalues.
QM implication: Only Hermitian operators can be observables (real eigenvalues). Anti-Hermitian operators do not correspond to measurable quantities; they generate unitary transformations via $e^{\hat{B}}$.
Exercise 14 — Expectation value in matrix form
For $|\psi\rangle = \tfrac{1}{\sqrt{2}}\begin{pmatrix}1\\1\end{pmatrix}$, compute $\langle\hat{\sigma}_x\rangle$, $\langle\hat{\sigma}_y\rangle$, and $\langle\hat{\sigma}_z\rangle$ where $\hat{\sigma}_x = \begin{pmatrix}0&1\\1&0\end{pmatrix}$, $\hat{\sigma}_y = \begin{pmatrix}0&-i\\i&0\end{pmatrix}$, $\hat{\sigma}_z = \begin{pmatrix}1&0\\0&-1\end{pmatrix}$.
$\langle\psi| = \tfrac{1}{\sqrt{2}}(1\;1)$
$\langle\hat{\sigma}_x\rangle$: $\hat{\sigma}_x|\psi\rangle = \tfrac{1}{\sqrt{2}}\begin{pmatrix}0&1\\1&0\end{pmatrix}\begin{pmatrix}1\\1\end{pmatrix} = \tfrac{1}{\sqrt{2}}\begin{pmatrix}1\\1\end{pmatrix} = |\psi\rangle$. So $\langle\hat{\sigma}_x\rangle = \langle\psi|\psi\rangle = 1$.
Physical meaning: $|\psi\rangle$ is the eigenstate of $\hat{\sigma}_x$ with eigenvalue $+1$! So measurement of $\sigma_x$ always gives $+1$ with certainty.
$\langle\hat{\sigma}_y\rangle$: $\hat{\sigma}_y|\psi\rangle = \tfrac{1}{\sqrt{2}}\begin{pmatrix}-i\\i\end{pmatrix}$. Then $\langle\hat{\sigma}_y\rangle = \tfrac{1}{\sqrt{2}}\cdot\tfrac{1}{\sqrt{2}}(1\cdot(-i) + 1\cdot i) = \tfrac{1}{2}(0) = 0$.
$\langle\hat{\sigma}_z\rangle$: $\hat{\sigma}_z|\psi\rangle = \tfrac{1}{\sqrt{2}}\begin{pmatrix}1\\-1\end{pmatrix}$. Then $\langle\hat{\sigma}_z\rangle = \tfrac{1}{2}(1\cdot 1 + 1\cdot(-1)) = 0$.
Summary: The spin vector points in the $+x$ direction: $(\langle\sigma_x\rangle, \langle\sigma_y\rangle, \langle\sigma_z\rangle) = (1, 0, 0)$.
Exercise 15 — Unitary time evolution
A two-level system has Hamiltonian $\hat{H} = \tfrac{\omega}{2}\hat{\sigma}_z$. Starting from $|\psi(0)\rangle = |{+}\rangle$, find $|\psi(t)\rangle$. What is $P(\sigma_z = +1, t)$ and $P(\sigma_z = -1, t)$?
Time evolution operator:
$\hat{U}(t) = e^{-i\hat{H}t/\hbar} = e^{-i\omega t\hat{\sigma}_z/2}$
Since $|{+}\rangle$ is an eigenstate of $\hat{\sigma}_z$ with eigenvalue $+1$:
$e^{-i\omega t\hat{\sigma}_z/2}|{+}\rangle = e^{-i\omega t/2}|{+}\rangle$
Time-evolved state: $|\psi(t)\rangle = e^{-i\omega t/2}|{+}\rangle$
Probabilities:
$P(+1, t) = |\langle{+}|\psi(t)\rangle|^2 = |e^{-i\omega t/2}|^2 = 1$
$P(-1, t) = |\langle{-}|\psi(t)\rangle|^2 = 0$
Interpretation: An energy eigenstate acquires only a global phase $e^{-iEt/\hbar}$ under time evolution. The probabilities of any measurement outcome are time-independent — this is a stationary state. The phase is physical only when the state is a superposition of different energy eigenstates.
Recommended Learning Path
This page — Math Foundations
Complex numbers, linear algebra, Hilbert spaces, probability, Dirac notation. Complete all 15 exercises before proceeding.
Lecture 1 — Systems, States, Observables
First application of the formalism: qubit, spin measurements, Pauli matrices.
Lecture 2 — Dynamics and the Schrödinger Equation
Time evolution, Hamiltonians, and the Schrödinger equation in full generality.
Continue through Lectures 3–10
The mathematical machinery built here is used throughout every lecture.
Final Exam
Test mastery across all ten lectures and earn your certificate.