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29 Spin Momentum and the Pauli Principle Spin-statistics Theorem 29.1 Spin Momentum; the Hamilton Operator with Spin-orbit Interaction The Stern-Gerlach experiment not described here pro

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246 28 Abstract Quantum Mechanics (Algebraic Methods)

Up till now we have used Schr¨odinger’s “picture” The transitions to the other representations, (ii) the Heisenberg or (iii) the Dirac (= interaction) representations, are described in the following The essential point is that

one uses the unitary transformations corresponding to the so-called time-displacement operators ˆ U (t, t0) In addition we shall use indices S, H and I,

which stand for “Schr¨odinger”, “Heisenberg” and “interaction”, respectively

a) In the Schr¨ odinger picture the states are time-dependent, but in general not the operators (e.g., position operator, momentum operator, ) We

thus have

|ψ S (t)  ≡ ˆ U (t, t0)|ψ S (t0)

Here the time-displacement operator ˆU (t, t0) is uniquely defined according

to the equation



i

∂ ˆ U (t, t0)

∂t = ˆH S U (t, tˆ 0) (i.e., the Schr¨odinger equation) and converges→ ˆ1 for t → t0 Here t0 is fixed, but arbitrary

b) In the Heisenberg picture the state vectors are constant in time,

|ψ   ≡ |ψ H  := |ψ S (t0) , whereas now the operators depend explicitly on time, even if they do not

in the Schr¨odinger picture: i.e., we have in any case:

ˆ

A H (t) := ˆ U+(t, t0) ˆA S (t) ˆ U (t, t0) (28.12)

If this formalism is applied to a matrix representation

(A H)j,k (t) := (ψ H)j | ˆ A H (t)(ψ H)k  , one obtains, quasi “by the way”, Heisenberg’s matrix mechanics.

c) In Dirac’s interaction picture, the Hamilton operator

ˆ

H(= ˆ H S)

is decomposed into an “unperturbed part” and a “perturbation”:

ˆ

H S = ˆH0+ ˆV S ,

where ˆH0 does not explicitly depend on time, whereas V S can depend

on t.

One then introduces as “unperturbed time-displacement operator” the unitary operator

ˆ

U (t, t ) := e−i ˆ H0(t −t0)/

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28.3 Unitary Equivalence; Change of Representation 247

and transforms all operators only with U0, i.e., with the definition

A I (t) := U0+(t, t0) ˆA S (t) ˆ U0(t, t0) (28.13)

(A I (t) is thus a more or less trivial modification of A S (t), although the time dependence is generally different.)

In contrast, the time-displacement of the state vectors in the interaction picture is more complicated, although it is already determined by (28.13) plus the postulate that the physical quantities, e.g., the expectation values, should be independent of which aspect one uses In fact, for

|ψ I (t)  := ˆ U0+(t, t0)|ψ S (t) 

a modified Schr¨odinger equation is obtained, given by



i

∂ |ψ I (t) 

∂t = ˆV I (t) |ψ I (t)  (28.14) The unperturbed part of the Hamilton operator, ˆH0, is thus “transformed away” from (28.14) in the interaction picture; but one should note that one has some kind of “conservation of effort” theorem: i.e., in (28.14) one must use ˆV I (t) instead of ˆ V S

The formal solution of (28.14) is9 the the following perturbation series (Dyson series):

|ψ I (t) =



ˆi

 t

t0

dt1VˆI (t1)

+

 i



2 t

t0

dt1

 t1

t0

dt2VˆI (t1) ˆV I (t2)∓ |ψ I (t0) , (28.15)

which may be also symbolically abbreviated as



T e −i Rt t0 dt1VˆI(t1)



|ψ I (t0) ;

the symbolT is called Dyson’s time-ordering operator, because in (28.15)

t ≥ t1≥ t2

Apart from the spin, which is a purely quantum mechanical phenomenon, there is a close correspondence between classical and quantum mechanical observables For example, the classical Hamilton function and the quantum mechanical Hamilton operator usually correspond to each other by the above-mentioned simple replacements The correspondence is further quantified by

the Ehrenfest theorem, which states that the expectation values (!) of the

9

This can be easily shown by differentiation

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248 28 Abstract Quantum Mechanics (Algebraic Methods)

observables exactly satisfy the canonical equations of motion of the classical

Hamilton formalism

The theorem is most simply proved using Heisenberg’s representation; i.e., firstly we have

x H

dt =

i



 ˆ

H, ˆx H

 and dˆp H

dt =

i



 ˆ

H, ˆp H



.

Evaluating the commutator brackets, with

ˆ

H = pˆ2 2m + V (ˆ x) ,

one then obtains the canonical equations

x H

dt =

∂ ˆ H

∂ ˆ p and

p H

dt =− ∂ ˆ H

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29 Spin Momentum and the Pauli Principle (Spin-statistics Theorem)

29.1 Spin Momentum; the Hamilton Operator

with Spin-orbit Interaction

The Stern-Gerlach experiment (not described here) provided evidence for the half-integral spin of the electron1 As a consequence the wavefunction of the

electron was assigned an additional quantum number m s,

ψ ≡ ψ(r, m s ) ,

i.e., it is not only described by a position vector r but also by the binary

variable

m s=±1

2 ,

corresponding to the eigenvalues m s  of the z-component ˆ S zof a spin angular momentum This was suggested by Wolfgang Pauli

The eigenfunctions of the hydrogen atom are thus given by the following expression, for vanishing magnetic field and neglected spin-orbit interaction

(see below), with s ≡ 1

2:

u n,l,s,m l ,m s(r  , m 

s ) = R nl (r )· Y l,m l (θ  , ϕ )· χ s,m s (m 

s ) (29.1) Here the two orthogonal spin functions are

a)

χ1,1(m 

s ) = δ m 

s ,+1 ,

which is identical to the above-mentioned two-spinor

α := ↑=

 1 0



,

b)

χ1, −1(m 

s ) = δ m 

s , −1 ,

which is identical with

β := ↓=

 0 1



.

1 Apart from the Stern-Gerlach experiment also the earlier Einstein-de Haas ex-periment appeared in a new light

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250 29 Spin Momentum and the Pauli Principle (Spin-statistics Theorem)

Corresponding to the five “good” quantum numbers n, l, s, m l and m s

there are the following mutually commuting observables:

ˆ

H

pˆ

2

2m − Z e2 4πε0r ,

ˆ

L2, Sˆ2, Lˆz and Sˆz

In contrast, in a constant magnetic induction

B = e z B z = μ0H = μ0e z H z

without the spin-orbit interaction (see below) one obtains

ˆ

H ≡p − eA)2

2m − Z e2

4πε0r − gμ B H · Sˆ

 (the last expression is the so-called “Pauli term”, which is now considered) Here we have without restriction of generality:

A =1

2[B × r] = B z

2 (−y, x, 0) For electrons in vacuo the factor g is found experimentally and

theo-retically to be almost exactly 2 (more precisely: 2.0023 Concerning the number 2, this value results from the relativistic quantum theory of Dirac; concerning the correction, 0.0023 , it results from quantum

electrodynam-ics, which are both not treated in this volume.) The quantity

μ B= μ0e

2m

is the Bohr magneton (an elementary magnetic moment);

μ0= 4π · 10 −7Vs/(Am)

is the vacuum permeability (see Part II) The spin-orbit interaction (see be-low) has so far been neglected

Now, including in ˆH all relevant terms (e.g., the kinetic energy, the Pauli

term etc.) in a systematic expansion and adding the spin-orbit interaction as well, one obtains the following expression:

ˆ

H = pˆ

2

2m − Z e2 4πε0r − k(r) Lˆ

 ·

ˆ

S

 − μ B H ·



g l L + gˆ s Sˆ

 +μ

2e2

Here the last term,∝ H2, describes the diamagnetism (this term is mostly

negligible) In contrast, the penultimate term, ∝ H, describes the Zeeman

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29.2 Rotation of Wave Functions with Spin; Pauli’s Exclusion Principle 251

effect, i.e., the influence of an external magnetic field, and the temperature-dependent paramagnetism, which has both orbital and spin contributions Generally this term is important, and through the spin g-factor g s= 2 one recognizes at once the anomalous behavior of the spin momentum ˆS

com-pared with the orbital angular momentum ˆL, where the orbital g-factor g lis

trivial: g l= 1

The third-from-last term is the spin-orbit interaction (representing the so-called “fine structure” of the atomic spectra, see below):

In fact, an electron orbiting in an electrostatic field E partially experiences

this electric field, in the co-moving system, as a magnetic field H , cf Part

II:

H =v × E

μ0c2 .

With

E = Z |e|

4πε0r3r

one obtains a correction to the Hamilton operator of the form

−k(r) L· Sˆ ,

which has already been taken into account in (29.2) Here−k(r) is positive

and∝ 1/r3; the exact value follows again from the relativistic Dirac theory

In the following sections we shall now assume that we are dealing with

an atom with many electrons, where L and S (note: capital letters!) are the quantum numbers of the total orbital angular momentum and total spin

mo-mentum of the electrons of this atom (Russel-Saunders coupling, in contrast

to j −j coupling2) Furthermore, the azimuthal quantum numbers m l and m s

are also replaced by symbols with capital letters, M L and M S The Hamilton operator for an electron in the outer electronic shell of this atom is then of the previous form, but with capital-letter symbols and (due to screening of

the nucleus by the inner electrons) with Z → 1.

29.2 Rotation of Wave Functions with Spin;

Pauli’s Exclusion Principle; Bosons and Fermions

Unusual behavior of electronic wave functions, which (as explained above) are half-integral spinor functions, shows up in the behavior with respect to

spatial rotations Firstly, we note that for a usual function f (ϕ) a rotation about the z-axis by an angle α can be described by the operation

 ˆ

D α f



(ϕ) := f (ϕ − α)

2 Here the total spins j of the single electrons are coupled to the total spin J of

the atom

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252 29 Spin Momentum and the Pauli Principle (Spin-statistics Theorem)

As a consequence one can simply define the unitary rotation operator ˆD αby the identity

ˆ

D α:= e−iα ˆ L z /; i.e., with Lˆz= 

i

∂ϕ

one obtains

ˆ

D α f (ϕ) = e −α ∂

∂ϕ f (ϕ) , which is the Taylor series for f (ϕ − α).

As a consequence it is natural to define the rotation of a spinor of degree

J about the z-axis, say, by

e−iα ˆ J z /|J, M J 

The result,

e−iαM J |J, M J  , shows that spinors with half-integral J (e.g., the electronic wave functions,

if the spin is taken into account) are not reproduced (i.e., multiplied by 1)

after a rotation by an angle α = 2π, but only change sign, because

e−2πi/2 ≡ −1 Only a rotation by α = 4π leads to reproduction of the electronic wave

function

As shown below, Pauli’s exclusion principle is an immediate consequence

of this rotation behavior The principle describes the permutational behavior

of a wave function for N identical particles (which can be either elementary

or compound particles) Such particles can have half-integral spin (as elec-trons, or He3atoms, which have a nucleus composed of one neutron and two protons, plus a shell of two electrons) In this case the particles are called

fermions In contrast, if the particles have integral spin (as e.g., pions, and

He4 atoms) they are called bosons.

In the position representation one then obtains the N -particle wave func-tion: ψ(1, 2, , N ), where the variables i = 1, , N are quadruplets

i = ( r 

i , (M 

S)i)

of position and spin variables

In addition to the square integrability



d1



.



dN |ψ(1, 2, , N)|2 != 1 , with

 d1 :=

M1



d3r1,

one postulates for the Pauli principle the following permutational behavior for the exchange of two particles i and j (i.e., for the simultaneous interchange

of the quadruplets describing position and spin of the two particles):

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29.2 Rotation of Wave Functions with Spin; Pauli’s Exclusion Principle 253 (Pauli’s relation) ψ( , j, i, )=(! −1) 2S ψ( , i, j, ) ,

i.e., with (−1) 2S=− 1 for fermions and

+ 1 for bosons (29.3)

An immediate consequence is Pauli’s exclusion principle for electrons:

elec-trons have S = 1

2; thus the wavefunctions must be antisymmetric However,

an anti-symmetric product function

(u i1(1)· u i2(2)· · u i N (N ))asy

vanishes identically as soon as two of the single-particle states

|u i ν (ν = 1, 2, , N)

are identical (see also below) In other words, in an N-electron quantum mechanical system, no two electrons can be the same single electron state

Thus, both the rotational behavior of the states and the permutational behavior of the wave function for N identical particles depend essentially on

S



= S





,

or more precisely on (−1) 2S , i.e., on whether S is integral (bosons) or

half-integral (fermions) (the so-called “spin-statistics theorem”) In fact, this is

a natural relation, since the permutation of particles i and j can be obtained

by a correlated rotation by 180◦ , by which, e.g., particle i moves along the

upper segment of a circle from r i tor j , while particle j moves on the lower

segment of the circle, fromr j tor i As a result, a rotation by 2π is effected,

which yields the above-mentioned sign

Admissable states of a system of identical fermions are thus linear combi-nations of the already mentioned anti-symmetrized product functions, i.e., linear combinations3 of so-called Slater determinants of orthonormalized single-particle functions These Slater determinants have the form

ψSlateru1,u2, ,u N (1, 2, , N )

:= 1

N !



P

0

@ i1 i N

1 N

1 A

(−1) P u1(i1)· u2(i2)· · u N (i N) (29.4)

≡ √1

N !









u1(1) , u2(1) , , u N(1)

u1(2) , u2(2) , , u N(2)

, , ,

u1(N ) , u2(N ) , , u N (N )







3 Theoretical chemists call this combination phenomenon “configuration interac-tion”, where a single Slater determinant corresponds to a fixed configuration

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254 29 Spin Momentum and the Pauli Principle (Spin-statistics Theorem)

Every single-particle state is “allowed” at most once in such a Slater deter-minant, since otherwise the determinant would be zero ( → Pauli’s exclusion principle, see above).

This principle has enormous consequences not only in atomic, molecular, and condensed matter physics, but also in biology and chemistry (where it

determines inter alia Mendeleev’s periodic table), and through this the way

the universe is constructed

A more technical remark: if one tries to approximate the ground-state en-ergy of the system optimally by means of a single anti-symmetrized product function (Slater determinant), instead of a sum of different Slater

determi-nants, one obtains the so-called Hartree-Fock approximation4

Remarkably, sodium atoms, even though they consist exclusively of fermi-ons, and both the total spin momentum of the electronic shell and the total

spin of the nucleus are half-integral, usually behave as bosons at extremely low temperatures, i.e., for T less than ∼ 10 −7 Kelvin, which corresponds to the

ultraweak “hyperfine” coupling of the nuclear and electronic spins However

in the following sections, the physics of the electronic shell will again be at the center of our interest although we shall return to the afore-mentioned point in Part IV

4 This is the simplest way to characterize the Hartree-Fock approximation in a nut-shell

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30 Spin-orbit Interaction;

Addition of Angular Momenta

30.1 Composition Rules for Angular Momenta

Even if the external magnetic field is zero, M L and M S are no longer good quantum numbers, if the spin-orbit interaction is taken into account The

reason is that ˆL zand ˆS zno longer commute with ˆH However, ˆ J2, the square

of the total angular momentum

ˆ

J := ˆ L + ˆ S ,

and the z-component

ˆ

J z:= ˆL z+ ˆS z ,

do commute with each other and with ˆH, and also with ˆ L2and ˆS2: the five operators ˆH, ˆ L2, ˆS2, ˆJ2and ˆJ z (see below) all commute with each other In fact we have

2 ˆL · ˆ S∝ δ ˆ H≡ ˆ J2− ˆ L2− ˆ S2.

Thus, by including the spin-orbit interaction, a complete system of mu-tually commuting operators, including ˆH, in a shell model, now consists of

ˆ

H, ˆ L2, ˆS2, ˆJ2 and ˆJ z The corresponding “good quantum numbers” are: N ,

L, S, J and M J (no longer N , L, S, M L and M S)

In the following, the radial functions R N,Lcan be omitted Then, by linear combination of the

Y L,M L (θ  , ϕ )· χ S,M S (M 

S) (see below) one must find abstract statesY L,S,J,M J (θ  , ϕ  , M 

S):

Y L,S,J,M J (θ  , ϕ  , M 

S) := 

M L ,M S

c (M L ,M S)

L,S,J,M J · Y L,M L (θ  , ϕ  ) χ

S,M S (M 

S ) ,

(30.1)

which are eigenstates of ˆ J2 and ˆJ z with eigenvalues 2J (J + 1) and M J.1

1 Using a consistent formulation a related abstract state |ψ L,S,J,M J  is defined

byY L,S,J,M J (θ  , ϕ  , M S ) =  , ϕ  , M J  |ψ L,S,J,M J  := r.h.s of (30.1) , which is

similar to defining an abstract state function|ψ by the function values ψ(r) :=

... shall now assume that we are dealing with

an atom with many electrons, where L and S (note: capital letters!) are the quantum numbers of the total orbital angular momentum and total... “configuration interac-tion”, where a single Slater determinant corresponds to a fixed configuration

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254... Part IV

4 This is the simplest way to characterize the Hartree-Fock approximation in a nut-shell

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