Hidden variables, free choice, context-independence and all that.

This paper provides a systematic account of the hidden variable models (HVMs) formulated to describe systems of random variables with mutually exclusive contexts. Any such system can be described either by a model with free choice but generally context-dependent mapping of the hidden variables into observable ones, or by a model with context-independent mapping but generally compromised free choice. These two types of HVMs are equivalent, one can always be translated into another. They are also unfalsifiable, applicable to all possible systems. These facts, the equivalence and unfalsifiability, imply that freedom of choice and context-independent mapping are no assumptions at all, and they tell us nothing about freedom of choice or physical influences exerted by contexts as these notions would be understood in science and philosophy. The conjunction of these two notions, however, defines a falsifiable HVM that describes non-contextuality when applied to systems with no disturbance or to consistifications of arbitrary systems. This HVM is most adequately captured by the term 'context-irrelevance', meaning that no distribution in the model changes with context. This article is part of the theme issue 'Quantum contextuality, causality and freedom of choice'.

Quantum Mechanics Is Compatible with Counterfactual Definiteness.

Counterfactual definiteness (CFD) means that if some property is measured in some context, then the outcome of the measurement would have been the same had this property been measured in a different context. A context includes all other measurements made together with the one in question, and the spatiotemporal relations among them. The proviso for CFD is non-disturbance: any physical influence of the contexts on the property being measured is excluded by the laws of nature, so that no one measuring this property has a way of ascertaining its context. It is usually claimed that in quantum mechanics CFD does not hold, because if one assigns the same value to a property in all contexts it is measured in, one runs into a logical contradiction, or at least contravenes quantum theory and experimental evidence. We show that this claim is not substantiated if one takes into account that only one of the possible contexts can be a factual context, all other contexts being counterfactual. With this in mind, any system of random variables can be viewed as satisfying CFD. The concept of CFD is closely related to but distinct from that of noncontextuality, and it is the latter property that may or may not hold for a system, in particular being contravened by some quantum systems.

Contextuality with Disturbance and without: Neither Can Violate Substantive Requirements the Other Satisfies.

Contextuality was originally defined only for consistently connected systems of random variables (those without disturbance/signaling). Contextuality-by-Default theory (CbD) offers an extension of the notion of contextuality to inconsistently connected systems (those with disturbance) by defining it in terms of the systems' couplings subject to certain constraints. Such extensions are sometimes met with skepticism. We pose the question of whether it is possible to develop a set of substantive requirements (i.e., those addressing a notion itself rather than its presentation form) such that (1) for any consistently connected system, these requirements are satisfied, but (2) they are violated for some inconsistently connected systems. We show that no such set of requirements is possible, not only for CbD but for all possible CbD-like extensions of contextuality. This follows from the fact that any extended contextuality theory T is contextually equivalent to a theory T' in which all systems are consistently connected. The contextual equivalence means the following: there is a bijective correspondence between the systems in T and T' such that the corresponding systems in T and T' are, in a well-defined sense, mere reformulations of each other, and they are contextual or noncontextual together.

Contextuality and Informational Redundancy.

A noncontextual system of random variables may become contextual if one adds to it a set of new variables, even if each of them is obtained by the same context-wise function of the old variables. This fact follows from the definition of contextuality, and its demonstration is trivial for inconsistently connected systems (i.e., systems with disturbance). However, it also holds for consistently connected (and even strongly consistently connected) systems, provided one acknowledges that if a given property was not measured in a given context, this information can be used in defining functions among the random variables. Moreover, every inconsistently connected system can be presented as a (strongly) consistently connected system with essentially the same contextuality characteristics.

Assumption-Free Derivation of the Bell-Type Criteria of Contextuality/Nonlocality.

Bell-type criteria of contextuality/nonlocality can be derived without any falsifiable assumptions, such as context-independent mapping (or local causality), free choice, or no-fine-tuning. This is achieved by deriving Bell-type criteria for inconsistently connected systems (i.e., those with disturbance/signaling), based on the generalized definition of contextuality in the contextuality-by-default approach, and then specializing these criteria to consistently connected systems.

Contextuality Analysis of Impossible Figures.

This paper has two purposes. One is to demonstrate contextuality analysis of systems of epistemic random variables. The other is to evaluate the performance of a new, hierarchical version of the measure of (non)contextuality introduced in earlier publications. As objects of analysis we use impossible figures of the kind created by the Penroses and Escher. We make no assumptions as to how an impossible figure is perceived, taking it instead as a fixed physical object allowing one of several deterministic descriptions. Systems of epistemic random variables are obtained by probabilistically mixing these deterministic systems. This probabilistic mixture reflects our uncertainty or lack of knowledge rather than random variability in the frequentist sense.

Measures of contextuality and non-contextuality.

We discuss three measures of the degree of contextuality in contextual systems of dichotomous random variables. These measures are developed within the framework of the Contextuality-by-Default (CbD) theory, and apply to inconsistently connected systems (those with 'disturbance' allowed). For one of these measures of contextuality, presented here for the first time, we construct a corresponding measure of the degree of non-contextuality in non-contextual systems. The other two CbD-based measures do not suggest ways in which degree of non-contextuality of a non-contextual system can be quantified. We find the same to be true for the contextual fraction measure developed by Abramsky, Barbosa and Mansfield. This measure of contextuality is confined to consistently connected systems, but CbD allows one to generalize it to arbitrary systems. This article is part of the theme issue 'Contextuality and probability in quantum mechanics and beyond'.

On joint distributions, counterfactual values and hidden variables in understanding contextuality.

This paper deals with three traditional ways of defining contextuality: (C1) in terms of (non)existence of certain joint distributions involving measurements made in several mutually exclusive contexts; (C2) in terms of relationship between factual measurements in a given context and counterfactual measurements that could be made if one used other contexts; and (C3) in terms of (non)existence of 'hidden variables' that determine the outcomes of all factually performed measurements. It is generally believed that the three meanings are equivalent, but the issues involved are not entirely transparent. Thus, arguments have been offered that C2 may have nothing to do with C1, and the traditional formulation of C1 itself encounters difficulties when measurement outcomes in a contextual system are treated as random variables. I show that if C1 is formulated within the framework of the Contextuality-by-Default (CbD) theory, the notion of a probabilistic coupling, the core mathematical tool of CbD, subsumes both counterfactual values and 'hidden variables'. In the latter case, a coupling itself can be viewed as a maximally parsimonious choice of a hidden variable. This article is part of the theme issue 'Contextuality and probability in quantum mechanics and beyond'.

True contextuality beats direct influences in human decision making.

In quantum physics there are well-known situations when measurements of the same property in different contexts (under different conditions) have the same probability distribution but cannot be represented by one and the same random variable. Such systems of random variables are called contextual. More generally, true contextuality is observed when different contexts force measurements of the same property (in psychology, responses to the same question) to be more dissimilar random variables than warranted by the difference of their distributions. The difference in distributions is itself a form of context-dependence but of another nature: it is attributable to direct causal influences exerted by contexts upon the random variables. The Contextuality-by-Default theory allows one to separate true contextuality from direct influences in the overall context-dependence. The Contextuality-by-Default analysis of numerous previous attempts to demonstrate contextuality in human judgments shows that all context-dependence in them can be accounted for by direct influences, with no true contextuality present. However, contextual systems in human behavior can be found. In this paper we present a series of crowd-sourcing experiments that exhibit true contextuality in simple decision making. The design of these experiments is an elaboration of one introduced in the Snow Queen experiment (Decision 5, 193-204, 2018), in which contextuality was for the first time demonstrated unequivocally. (PsycINFO Database Record (c) 2019 APA, all rights reserved).

Contextuality Analysis of the Double Slit Experiment (with a Glimpse into Three Slits).

The Contextuality-by-Default theory is illustrated on contextuality analysis of the idealized double-slit experiment. The experiment is described by a system of contextually labeled binary random variables each of which answers the question: Has the particle hit the detector, having passed through a given slit (left or right) in a given state (open or closed)? This system of random variables is a cyclic system of rank 4, formally the same as the system describing the Einsten-Podolsky-Rosen-Bell paradigm with signaling. Unlike the latter, however, the system describing the double-slit experiment is always noncontextual, i.e., the context-dependence in it is entirely explainable in terms of direct influences of contexts (closed-open arrangements of the slits) upon the marginal distributions of the random variables involved. The analysis presented is entirely within the framework of abstract classical probability theory (with contextually labeled random variables). The only physical constraint used in the analysis is that a particle cannot pass through a closed slit. The noncontextuality of the double-slit system does not generalize to systems describing experiments with more than two slits: in an abstract triple-slit system, almost any set of observable detection probabilities is compatible with both a contextual scenario and a noncontextual scenario of the particle passing though various combinations of open and closed slits (although the issue of physical realizability of these scenarios remains open).

Contextuality in canonical systems of random variables.

Random variables representing measurements, broadly understood to include any responses to any inputs, form a system in which each of them is uniquely identified by its content (that which it measures) and its context (the conditions under which it is recorded). Two random variables are jointly distributed if and only if they share a context. In a canonical representation of a system, all random variables are binary, and every content-sharing pair of random variables has a unique maximal coupling (the joint distribution imposed on them so that they coincide with maximal possible probability). The system is contextual if these maximal couplings are incompatible with the joint distributions of the context-sharing random variables. We propose to represent any system of measurements in a canonical form and to consider the system contextual if and only if its canonical representation is contextual. As an illustration, we establish a criterion for contextuality of the canonical system consisting of all dichotomizations of a single pair of content-sharing categorical random variables.This article is part of the themed issue 'Second quantum revolution: foundational questions'.

Corrigendum: Noncontextuality with marginal selectivity in reconstructing mental architectures.

[This corrects the article on p. 735 in vol. 6, PMID: 26136694.].

On contextuality in behavioural data.

Dzhafarovet al.(Dzhafarovet al.2016Phil. Trans. R. Soc. A374, 20150099. (doi:10.1098/rsta.2015.0099)) reviewed several behavioural datasets imitating the formal design of the quantum-mechanical contextuality experiments. The conclusion was that none of these datasets exhibited contextuality if understood in the generalized sense proposed by Dzhafarovet al.(2015Found. Phys.7, 762-782. (doi:10.1007/s10701-015-9882-9)), while the traditional definition of contextuality does not apply to these data because they violate the condition of consistent connectedness (also known as marginal selectivity, no-signalling condition, no-disturbance principle, etc.). In this paper, we clarify the relationship between (in)consistent connectedness and (non)contextuality, as well as between the traditional and extended definitions of (non)contextuality, using as an example the Clauser-Horn-Shimony-Holt inequalities originally designed for detecting contextuality in entangled particles.

Necessary and Sufficient Conditions for an Extended Noncontextuality in a Broad Class of Quantum Mechanical Systems.

The notion of (non)contextuality pertains to sets of properties measured one subset (context) at a time. We extend this notion to include so-called inconsistently connected systems, in which the measurements of a given property in different contexts may have different distributions, due to contextual biases in experimental design or physical interactions (signaling): a system of measurements has a maximally noncontextual description if they can be imposed a joint distribution on in which the measurements of any one property in different contexts are equal to each other with the maximal probability allowed by their different distributions. We derive necessary and sufficient conditions for the existence of such a description in a broad class of systems including Klyachko-Can-Binicioglu-Shumvosky-type (KCBS), EPR-Bell-type, and Leggett-Garg-type systems. Because these conditions allow for inconsistent connectedness, they are applicable to real experiments. We illustrate this by analyzing an experiment by Lapkiewicz and colleagues aimed at testing contextuality in a KCBS-type system.

Noncontextuality with marginal selectivity in reconstructing mental architectures.

We present a general theory of series-parallel mental architectures with selectively influenced stochastically non-independent components. A mental architecture is a hypothetical network of processes aimed at performing a task, of which we only observe the overall time it takes under variable parameters of the task. It is usually assumed that the network contains several processes selectively influenced by different experimental factors, and then the question is asked as to how these processes are arranged within the network, e.g., whether they are concurrent or sequential. One way of doing this is to consider the distribution functions for the overall processing time and compute certain linear combinations thereof (interaction contrasts). The theory of selective influences in psychology can be viewed as a special application of the interdisciplinary theory of (non)contextuality having its origins and main applications in quantum theory. In particular, lack of contextuality is equivalent to the existence of a "hidden" random entity of which all the random variables in play are functions. Consequently, for any given value of this common random entity, the processing times and their compositions (minima, maxima, or sums) become deterministic quantities. These quantities, in turn, can be treated as random variables with (shifted) Heaviside distribution functions, for which one can easily compute various linear combinations across different treatments, including interaction contrasts. This mathematical fact leads to a simple method, more general than the previously used ones, to investigate and characterize the interaction contrast for different types of series-parallel architectures.

Quantum models for psychological measurements: an unsolved problem.

There has been a strong recent interest in applying quantum theory (QT) outside physics, including in cognitive science. We analyze the applicability of QT to two basic properties in opinion polling. The first property (response replicability) is that, for a large class of questions, a response to a given question is expected to be repeated if the question is posed again, irrespective of whether another question is asked and answered in between. The second property (question order effect) is that the response probabilities frequently depend on the order in which the questions are asked. Whenever these two properties occur together, it poses a problem for QT. The conventional QT with Hermitian operators can handle response replicability, but only in the way incompatible with the question order effect. In the generalization of QT known as theory of positive-operator-valued measures (POVMs), in order to account for response replicability, the POVMs involved must be conventional operators. Although these problems are not unique to QT and also challenge conventional cognitive theories, they stand out as important unresolved problems for the application of QT to cognition. Either some new principles are needed to determine the bounds of applicability of QT to cognition, or quantum formalisms more general than POVMs are needed.

Analyzability, ad hoc restrictions, and excessive flexibility of evidence-accumulation models: reply to two critical commentaries.

Jones and Dzhafarov (2014) proved the linear ballistic accumulator (LBA) and diffusion model (DM) of speeded choice become unfalsifiable if 2 assumptions are removed: that growth rate variability between trials follows a Gaussian distribution and that this distribution is invariant under certain experimental manipulations. The former assumption is purely technical and has never been claimed as a theoretical commitment, and the latter is logically and empirically suspect. Heathcote, Wagenmakers, and Brown (2014) questioned the distinction between theoretical and technical assumptions and argued that only the predictions of the whole model matter. We respond that it is valuable to understand how a model's predictions depend on each of its assumptions to know what is critical to an explanation and to generalize principles across phenomena or domains. Smith, Ratcliff, and McKoon (2014) claimed unfalsifiability of the generalized DM relies on parameterizations with negligible diffusion and proposed a theoretical commitment to simple growth-rate distributions. We respond that a lower bound on diffusion would be a new, ad hoc assumption, and restrictions on growth-rate distributions are only theoretically justified if one supplies a model of what determines growth-rate variability. Finally, we summarize a simulation of the DM that retains the growth-rate invariance assumption, requires the growth-rate distribution to be unimodal, and maintains a contribution of diffusion as large as in past fits of the standard model. The simulation demonstrates mimicry between models with different theoretical assumptions, showing the problems of excess flexibility are not limited to the cases to which Smith et al. objected. (PsycINFO Database Record (c) 2014 APA, all rights reserved).

Perceptual matching and sorites: experimental study of an ancient Greek paradox.

Loosely derived from the sorites "paradox" attributed to the 4th century BCE Greek philosopher Eubulides, comparative soritical sequence of stimuli is defined as an enumeration of several stimuli, x 1, x 2, …, x n , such that, when these stimuli are presented pairwise, any two of them with consecutive numbers appear "identical, " whereas the first and the last ones do not. There is a widespread belief that stimuli of virtually any kind can be arranged in soritical sequences. This belief, often presented as a "well-known" empirical fact, is in fact based on the following piece of persuasive reasoning: an observer "obviously" should not be able to distinguish physically very similar stimuli, whereas sufficient number of very small differences eventually add up to an arbitrarily large and clearly discernible one. However, this view overlooks the well-known empirical fact that discrimination judgments are fundamentally probabilistic. One and the same pair of stimuli, including two physically identical ones, will sometimes be judged the same and sometimes different. Therefore, in order for the truth or falsity of the relation "stimulus x is perceptually matched by stimulus y" to be uniquely determined by x and y, this relation should be computed from probability distributions rather than directly observed. We show that if one uses conventional psychophysical computations of matching stimuli, soritical sequences need not exist, and that in fact there is no empirical evidence they do. In particular, we develop a mathematical theory for a procedure in which stimuli are repeatedly adjusted to match each other, and we present negative results of an experimental investigation aimed at detecting soritical sequences.