Pre-Lecture · Start Here

Mathematical Foundations

The five mathematical pillars required before quantum mechanics makes sense — complex numbers, linear algebra, Hilbert spaces, probability theory, and Dirac notation.

5 Topics · 15 Exercises · Pre-Lecture
1

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 $[Q, P] = i\hbar$.

Definition

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 $\mathbb{C}$.

ConceptFormulaQM 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
Euler's Formula — the most important identity in QM
$$e^{i\theta} = \cos\theta + i\sin\theta \qquad \Rightarrow \qquad e^{i\pi} + 1 = 0$$
Why QM needs complex numbers

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.

Complex inner product — conjugate linearity
$$\langle \phi | \alpha\psi_1 + \beta\psi_2\rangle = \alpha\langle\phi|\psi_1\rangle + \beta\langle\phi|\psi_2\rangle$$ $$\langle \alpha\phi | \psi\rangle = \alpha^*\langle\phi|\psi\rangle$$
2

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.

Definition — Vector Space

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:

PropertyFormula
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 $|v\rangle = 0$
Physical meaning

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.

Eigenvalue Equation
$$\hat{\Omega}|\omega\rangle = \omega|\omega\rangle$$

$\hat{\Omega}$ is the operator (observable), $\omega$ is the eigenvalue (measurement outcome), $|\omega\rangle$ is the eigenstate

Operator TypeDefinitionPhysical 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
Key Theorem — Spectral Theorem

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 $E_n$.

Diagonalization — finding energy levels
$$\hat{H}|n\rangle = E_n|n\rangle \qquad \Leftrightarrow \qquad \det(\hat{H} - E\,\mathbf{1}) = 0$$

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.

Canonical Commutation Relation — the heart of QM
$$[\hat{Q}, \hat{P}] = \hat{Q}\hat{P} - \hat{P}\hat{Q} = i\hbar\,\mathbf{1}$$
Non-commutativity and measurement

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 $[\hat{x}, \hat{p}] = i\hbar$.

3

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 $\mathcal{H}$.

Definition — Hilbert Space

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 $\mathcal{H}$.

PropertyWhat it meansWhy it matters
Inner product$\langle\phi|\psi\rangle \in \mathbb{C}$Defines probability amplitudes
CompletenessCauchy sequences converge in $\mathcal{H}$Guarantees well-defined time evolution
SeparabilityCountable orthonormal basis $\{|n\rangle\}$ existsCan expand any state in discrete eigenstates
$L^2$ space$\int|\psi(x)|^2 dx < \infty$Square-integrable wave functions

Quantum States in Hilbert Space

Superposition Principle — expansion in an orthonormal basis
$$|\psi\rangle = \sum_n c_n|n\rangle, \qquad c_n = \langle n|\psi\rangle, \qquad \sum_n|c_n|^2 = 1$$

The coefficients $c_n$ are probability amplitudes. $|c_n|^2$ gives the probability of finding the system in eigenstate $|n\rangle$ upon measurement.

Orthonormality and Completeness

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:

Wave function normalization
$$\langle\psi|\psi\rangle = \int_{-\infty}^{\infty}|\psi(x)|^2\,dx = 1$$

Here $|\psi(x)|^2 = \psi^*(x)\psi(x)$ is the probability density — the probability of finding the particle between $x$ and $x + dx$ is $|\psi(x)|^2\,dx$.

Finite vs. infinite dimensions

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.

4

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.

The Born Rule — Postulate 3

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:

Born Rule
$$P(\omega_n) = |\langle\omega_n|\psi\rangle|^2 = |c_n|^2$$
QuantityFormulaMeaning
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

Heisenberg Uncertainty Principle
$$\Delta x \,\Delta p \;\geq\; \frac{\hbar}{2}$$
Mathematical origin

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:

Projection Postulate (state collapse)
$$|\psi\rangle \;\xrightarrow{\text{measure }\omega_n}\; \frac{\hat{P}_n|\psi\rangle}{\sqrt{P(\omega_n)}} = |\omega_n\rangle, \qquad \hat{P}_n = |\omega_n\rangle\langle\omega_n|$$
5

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.

SymbolNameMeaning
$|\psi\rangle$KetQuantum state vector (column vector in $\mathcal{H}$)
$\langle\psi|$BraDual 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 productOperator mapping kets to kets
$\langle\psi|\hat{\Omega}|\psi\rangle$Matrix elementExpectation value of $\hat{\Omega}$ in state $|\psi\rangle$

Key Relations

Bra-ket duality
$$\text{If } |\psi\rangle = \begin{pmatrix}a+ib\\c+id\end{pmatrix}, \quad \text{then} \quad \langle\psi| = \begin{pmatrix}a-ib & c-id\end{pmatrix}$$
Completeness (resolution of the identity)
$$\sum_n |n\rangle\langle n| = \mathbf{1} \qquad \text{(discrete basis)}$$ $$\int |x\rangle\langle x|\,dx = \mathbf{1} \qquad \text{(continuous basis)}$$
Schrödinger equation in Dirac notation
$$i\hbar\,\frac{d}{dt}|\psi(t)\rangle = \hat{H}|\psi(t)\rangle$$
Key operatorBra-ket formMeaning
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 power of Dirac notation

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.

6

The 5 Postulates — Mathematical Summary

These five postulates encode the entire mathematical structure of quantum mechanics. Every result in quantum theory follows from them.

Postulate 1
State Space
|ψ⟩ ∈ ℋ, ⟨ψ|ψ⟩ = 1

Every quantum system is associated with a Hilbert space $\mathcal{H}$. The state of the system is a unit vector $|\psi\rangle \in \mathcal{H}$.

Postulate 2
Observables
Ω̂ = Ω̂† (Hermitian)

Physical observables (energy, momentum, position, spin) are represented by Hermitian operators $\hat{\Omega}$ on $\mathcal{H}$, ensuring real eigenvalues.

Postulate 3
Measurement
P(ωₙ) = |⟨ωₙ|ψ⟩|²

Measurement of $\hat{\Omega}$ yields eigenvalue $\omega_n$ with probability $|c_n|^2 = |\langle\omega_n|\psi\rangle|^2$ (Born Rule).

Postulate 4
State Collapse
|ψ⟩ → |ωₙ⟩ after measuring ωₙ

Immediately after measuring $\omega_n$, the state collapses to the corresponding eigenstate $|\omega_n\rangle$ (Projection Postulate).

Postulate 5
Time Evolution
iℏ d|ψ⟩/dt = Ĥ|ψ⟩

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.

Complex NumbersWarm-up

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).

Complex NumbersStandard

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.

Linear AlgebraWarm-up

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 $\hat{S}_y$).

Linear AlgebraStandard

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.

Hilbert SpacesStandard

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: $\langle x\rangle = 0$.

ProbabilityStandard

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: $\langle\hat{\sigma}_z\rangle = \langle\psi|\hat{\sigma}_z|\psi\rangle = c_+^* c_+ (+1) + c_-^* c_- (-1) = \tfrac{3}{4} - \tfrac{1}{4} = \tfrac{1}{2}$.

ProbabilityAdvanced

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 $\tfrac{1}{4}$).

Dirac NotationWarm-up

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: $|\psi\rangle = \mathbf{1}|\psi\rangle = (|{+}\rangle\langle{+}| + |{-}\rangle\langle{-}|)|\psi\rangle = \langle{+}|\psi\rangle|{+}\rangle + \langle{-}|\psi\rangle|{-}\rangle$.

Dirac NotationStandard

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 $|{-}\rangle$.

CommutatorsStandard

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.

Hilbert SpacesAdvanced

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: $\langle e_1|e_2\rangle = \tfrac{1}{\sqrt{2}}\cdot\tfrac{1}{\sqrt{2}}(1\cdot 1 + 1\cdot(-1)) = \tfrac{1}{2}(0) = 0$ ✓

ProbabilityAdvanced

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 $+1$.

MixedStandard

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 $e^{\hat{B}}$.

Dirac NotationAdvanced

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: $(\langle\sigma_x\rangle, \langle\sigma_y\rangle, \langle\sigma_z\rangle) = (1, 0, 0)$.

All TopicsChallenge

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

0

This page — Math Foundations

Complex numbers, linear algebra, Hilbert spaces, probability, Dirac notation. Complete all 15 exercises before proceeding.

1

Lecture 1 — Systems, States, Observables

First application of the formalism: qubit, spin measurements, Pauli matrices.

2

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.

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Test mastery across all ten lectures and earn your certificate.

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