Indistinguishable elements in the origins of quantum statistics. The case of Fermi–Dirac statistics

In this paper, we deal with the historical origins of Fermi–Dirac statistics, focusing on the contribution by Enrico Fermi of 1926. We argue that this statistics, as opposed to that of Bose–Einstein, has been somewhat overlooked in the usual accounts of the old quantum theory. Our main objective is to offer a critical analysis of Fermi’s seminal paper and its immediate impact. Secondly, we are also interested in assessing the status of the particle concept in the years 1926–1927, especially regarding the germ of quantum indistinguishability. We will see, for example, that the first applications of the Fermi–Dirac statistics to the study of metals or stellar matter had a technical nature, and that their main instigators barely touched upon interpretative matters. Finally, we will discuss the reflections and remarks made in these respects in two famous events in physics of 1927, the Como conference and the fifth Solvay congress.

Między geniuszem, rewolucją i matematyką

The book written by Wojciech Sady is an interesting and inspiring attempt to reconstruct the mechanism of the revolution that took place in physics at the beginning of the 20th century. As part of the attempts to characterize the process of the emergence of special relativity theory and the old quantum theory, author also raises the issue of the role of genius and imagination in the process of searching for new scientific theories. The work is based on rich factual material, however, has several weaknesses and — as it seems — several places that would not require greater precision. This work aims to identify these points.

Quantum Mechanics and the Periodic Table

In chapter 7, the influence of the old quantum theory on the periodic system was considered. Although the development of this theory provided a way of reexpressing the periodic table in terms of the number of outer-shell electrons, it did not yield anything essentially new to the understanding of chemistry. Indeed, in several cases, chemists such as Irving Langmuir, J.D. Main Smith, and Charles Bury were able to go further than physicists in assigning electronic configurations, as described in chapter 8, because they were more familiar with the chemical properties of individual elements. Moreover, despite the rhetoric in favor of quantum mechanics that was propagated by Niels Bohr and others, the discovery that hafnium was a transition metal and not a rare earth was not made deductively from the quantum theory. It was essentially a chemical fact that was accommodated in terms of the quantum mechanical understanding of the periodic table. The old quantum theory was quantitatively impotent in the context of the periodic table since it was not possible to even set up the necessary equations to begin to obtain solutions for the atoms with more than one electron. An explanation could be given for the periodic table in terms of numbers of electrons in the outer shells of atoms, but generally only after the fact. But when it came to trying to predict quantitative aspects of atoms, such as the ground-state energy of the helium atom, the old quantum theory was quite hopeless. As one physicist stated, “We should not be surprised . . . even the astronomers have not yet satisfactorily solved the three-body problem in spite of efforts over the centuries.” A succession of the best minds in physics, including Hendrik Kramers, Werner Heisenberg, and Arnold Sommerfeld, made strenuous attempts to calculate the spectrum of helium but to no avail. It was only following the introduction of the Pauli exclusion principle and the development of the new quantum mechanics that Heisenberg succeeded where everyone else had failed.

Constructing Quantum Mechanics

This is the first of two volumes on the genesis of quantum mechanics. It covers the key developments in the period 1900–1923 that provided the scaffold on which the arch of modern quantum mechanics was built in the period 1923–1927 (covered in the second volume). After tracing the early contributions by Planck, Einstein, and Bohr to the theories of black‐body radiation, specific heats, and spectroscopy, all showing the need for drastic changes to the physics of their day, the book tackles the efforts by Sommerfeld and others to provide a new theory, now known as the old quantum theory. After some striking initial successes (explaining the fine structure of hydrogen, X‐ray spectra, and the Stark effect), the old quantum theory ran into serious difficulties (failing to provide consistent models for helium and the Zeeman effect) and eventually gave way to matrix and wave mechanics. Constructing Quantum Mechanics is based on the best and latest scholarship in the field, to which the authors have made significant contributions themselves. It breaks new ground, especially in its treatment of the work of Sommerfeld and his associates, but also offers new perspectives on classic papers by Planck, Einstein, and Bohr. Throughout the book, the authors provide detailed reconstructions (at the level of an upper‐level undergraduate physics course) of the cental arguments and derivations of the physicists involved. All in all, Constructing Quantum Mechanics promises to take the place of older books as the standard source on the genesis of quantum mechanics.

Failures

We consider three topics which proved frustratingly resistant to the methods of the old quantum theory up to the point of emergence of the quantum mechanics of Heisenberg and collaborators in late 1925. First, the old theory could not account convincingly for the superfluity of stationary states implied by the existence of the complex multiplets seen in most atomic spectra. Second, the progressively more complicated theories proposed for explaining the splittings of lines in the anomalous Zeeman effect were found to lead inevitably to glaring inconsistencies with the assumed mechanical equations of motion. Finally, there was the problem of the dual spectrum of helium, and even more basically, of the ground state energy of helium, all calculations of which in terms of specified electron orbits gave incorrect results. We relate the tangled history of the efforts to provide a theoretical resolution of these problems within the old quantum theory.

Introduction to Volume One

We provide an overview, as non‐technical as possible, of the contents of Vol. 1 of the book. Reflecting the structure of the volume, this overview consists of two parts. In the first part, we summarize the most important early contributions to quantum theory (covered in detail in Chs. 2–4). This part starts with Planck’s work on black‐body radiation culminating in the introduction of Planck’s constant in 1900. It then moves on to Einstein’s 1905 light‐quantum hypothesis, his theory of specific heats, and his formulas for energy and momentum fluctuations in black‐body radiation. After summarizing Bohr’s path to his quantum model of the atom, it concludes with Einstein’s 1916–17 radiation theory combining elements of Bohr’s model with his own light‐quantum hypothesis. In the second part we summarize our analysis of the old quantum theory (given in detail in Chs. 5–7). After a brief overview of the career of Sommerfeld, who together with Bohr took the lead in developing the old quantum theory, we review the three principles we have identified as the cornerstones of the theory (the quantization conditions, the adiabatic principle, and the correspondence principle). We then discuss three of the theory’s most notable successes (fine structure, Stark effect, X‐ray spectra) and, finally, three of its most notorious failures (multiplets, Zeeman effect, helium).

Successes

The set of principles formulated in 1915-1918, and now collectively called the old quantum theory, were successfully applied to a number of problems in atomic and X-ray spectroscopy. The three most notable successes are all associated with the Munich school headed by Arnold Sommerfeld. First, there was the derivation of a relativistic fine-structure formula which predicted splittings of stationary state energies for orbits of varying eccentricity at a given principal quantum number. These splittings were empirically verified by Paschen for ionized helium, and constituted the first quantitative confirmation of the special relativistic mechanics introduced by Einstein a decade earlier. The relativistic fine-structure formula was also applied successfully to the splitting of lines in the X-ray spectra of atoms of widely varying atomic number. Finally, the principles of the old quantum theory (in particular, the use of Schwarzschild quantization in combination with Hamilton-Jacobi methods of classical mechanics) were successfully applied to explain the first order splitting spectral lines in the presence of an external electric field (Stark effect).

Guiding Principles

The development of the complex of assumptions and methods now referred to as the “old quantum theory” mainly took place in the first five years following the introduction of the Bohr atomic model in 1913. Three guiding principles emerged that were used, sometimes in overlapping ways, to explain the flood of spectroscopic data that needed to be explained. First, quantization rules (or conditions) were proposed to single out the allowed orbital motions of electrons in atoms. These rules were derived in various forms by Planck, Sommerfeld, and Wilson, but were put into their most general form by Schwarzschild, who recognized the underlying principle as the quantization of the action variables of a multiply periodic classical system. Second, the special role of the action variables in quantization was given convincing support by the transfer of the adiabatic principle of mechanics to quantum theory (work primarily due to Paul Ehrenfest). Third, the correspondence principle, or statement of asymptotic coincidence of quantum and classical theory in the limit of large quantum numbers, originally introduced by Bohr in 1913 as a supporting argument for his quantization of angular momentum in his theory of the hydrogen atom, was extended by Bohr and Kramers to provide selection rules and approximate intensity predictions evening the regime low quantum numbers.