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In physics, the observer effect is the theory that the mere observation of a phenomenon inevitably changes that phenomenon.[1] This is often the result of instruments that, by necessity, alter the state of what they measure in some manner. A common example is checking the pressure in an automobile tire; this is difficult to do without letting out some of the air, thus changing the pressure. Similarly, it is not possible to see any object without light hitting the object, and causing it to reflect that light. While the effects of observation are often negligible, the object still experiences a change. This effect can be found in many domains of physics, but can usually be reduced to insignificance by using different instruments or observation techniques.

An especially unusual version of the observer effect occurs in quantum mechanics, as best demonstrated by the double-slit experiment. Physicists have found that even passive observation of quantum phenomena (by changing the test apparatus and passively 'ruling out' all but one possibility), can actually change the measured result. A particularly famous example is the 1998 Weizmann experiment.[2] Despite the "observer" in this experiment being an electronic detector—possibly due to the assumption that the word "observer" implies a person—its results have led to the popular belief that a conscious mind can directly affect reality.[3] The need for the "observer" to be conscious is not supported by scientific research, and has been pointed out as a misconception rooted in a poor understanding of the quantum wave function ψ and the quantum measurement process,[4][5][6] apparently being the generation of information at its most basic level that produces the effect.

Particle physics

An electron is detected upon interaction with a photon; this interaction will inevitably alter the velocity and momentum of that electron. It is possible for other, less direct means of measurement to affect the electron. It is also necessary to distinguish clearly between the measured value of a quantity and the value resulting from the measurement process. In particular, a measurement of momentum is non-repeatable in short intervals of time. A formula (one-dimensional for simplicity) relating involved quantities, due to Niels Bohr (1928) is given by

\( {\displaystyle |v'_{x}-v_{x}|\Delta p_{x}\approx \hbar /\Delta t,} \)


Δpx is uncertainty in measured value of momentum,
Δt is duration of measurement,
vx is velocity of particle before measurement,
v '
x is velocity of particle after measurement,
ħ is the reduced Planck constant.

The measured momentum of the electron is then related to vx, whereas its momentum after the measurement is related to v′x. This is a best-case scenario.[7]

In electronics, ammeters and voltmeters are usually wired in series or parallel to the circuit, and so by their very presence affect the current or the voltage they are measuring by way of presenting an additional real or complex load to the circuit, thus changing the transfer function and behavior of the circuit itself. Even a more passive device such as a current clamp, which measures the wire current without coming into physical contact with the wire, affects the current through the circuit being measured because the inductance is mutual.

In thermodynamics, a standard mercury-in-glass thermometer must absorb or give up some thermal energy to record a temperature, and therefore changes the temperature of the body which it is measuring.
Quantum mechanics

The theoretical foundation of the concept of measurement in quantum mechanics is a contentious issue deeply connected to the many interpretations of quantum mechanics. A key focus point is that of wave function collapse, for which several popular interpretations assert that measurement causes a discontinuous change into an eigenstate of the operator associated with the quantity that was measured, a change which is not time-reversible.

More explicitly, the superposition principle (ψ = Σanψn) of quantum physics dictates that for a wave function ψ, a measurement will result in a state of the quantum system of one of the m possible eigenvalues fn , n = 1, 2, ..., m, of the operator ∧F which in the space of the eigenfunctions ψn , n = 1, 2, ..., m.

Once one has measured the system, one knows its current state; and this prevents it from being in one of its other states ⁠— it has apparently decohered from them without prospects of future strong quantum interference.[8][9][10] This means that the type of measurement one performs on the system affects the end-state of the system.

An experimentally studied situation related to this is the quantum Zeno effect, in which a quantum state would decay if left alone, but does not decay because of its continuous observation. The dynamics of a quantum system under continuous observation are described by a quantum stochastic master equation known as the Belavkin equation.[11][12][13] Further studies have shown that even observing the results after the photon is produced leads to collapsing the wave function and loading a back-history as shown by delayed choice quantum eraser.[14]

When discussing the wave function ψ which describes the state of a system in quantum mechanics, one should be cautious of a common misconception that assumes that the wave function ψ amounts to the same thing as the physical object it describes. This flawed concept must then require existence of an external mechanism, such as a measuring instrument, that lies outside the principles governing the time evolution of the wave function ψ, in order to account for the so-called "collapse of the wave function" after a measurement has been performed. But the wave function ψ is not a physical object like, for example, an atom, which has an observable mass, charge and spin, as well as internal degrees of freedom. Instead, ψ is an abstract mathematical function that contains all the statistical information that an observer can obtain from measurements of a given system. In this case, there is no real mystery in that this mathematical form of the wave function ψ must change abruptly after a measurement has been performed.

In the context of the so-called hidden-measurements interpretation of quantum mechanics, the observer-effect can be understood as an instrument effect which results from the combination of the following two aspects: (a) an invasiveness of the measurement process, intrinsically incorporated in its experimental protocol (which therefore cannot be eliminated); (b) the presence of a random mechanism (due to fluctuations in the experimental context) through which a specific measurement-interaction is each time actualized, in a non-predictable (non-controllable) way.[15][16][17][18]

A consequence of Bell's theorem is that measurement on one of two entangled particles can appear to have a nonlocal effect on the other particle. Additional problems related to decoherence arise when the observer is modeled as a quantum system, as well.
See also: Quantum decoherence and Delayed choice quantum eraser

The uncertainty principle has been frequently confused with the observer effect, evidently even by its originator, Werner Heisenberg.[19] The uncertainty principle in its standard form describes how precisely we may measure the position and momentum of a particle at the same time – if we increase the precision in measuring one quantity, we are forced to lose precision in measuring the other.[20] An alternative version of the uncertainty principle,[21] more in the spirit of an observer effect,[22] fully accounts for the disturbance the observer has on a system and the error incurred, although this is not how the term "uncertainty principle" is most commonly used in practice.
Weizmann Institute of Science (27 February 1998). "Quantum Theory Demonstrated: Observation Affects Reality". Science Daily.
Squires, Euan J. (1994). "4". The Mystery of the Quantum World. Taylor & Francis Group.
"Of course the introduction of the observer must not be misunderstood to imply that some kind of subjective features are to be brought into the description of nature. The observer has, rather, only the function of registering decisions, i.e., processes in space and time, and it does not matter whether the observer is an apparatus or a human being; but the registration, i.e., the transition from the "possible" to the "actual," is absolutely necessary here and cannot be omitted from the interpretation of quantum theory." - Werner Heisenberg, Physics and Philosophy, p. 137
"Was the wave function waiting to jump for thousands of millions of years until a single-celled living creature appeared? Or did it have to wait a little longer for some highly qualified measurer - with a PhD?" -John Stewart Bell, 1981, Quantum Mechanics for Cosmologists. In C.J. Isham, R. Penrose and D.W. Sciama (eds.), Quantum Gravity 2: A second Oxford Symposium. Oxford: Clarendon Press, p. 611.
According to standard quantum mechanics, it is a matter of complete indifference whether the experimenters stay around to watch their experiment, or instead leave the room and delegate observing to an inanimate apparatus which amplifies the microscopic events to macroscopic measurements and records them by a time-irreversible process (Bell, John (2004). Speakable and Unspeakable in Quantum Mechanics: Collected Papers on Quantum Philosophy. Cambridge University Press. p. 170. ISBN 9780521523387.). The measured state is not interfering with the states excluded by the measurement. As Richard Feynman put it: "Nature does not know what you are looking at, and she behaves the way she is going to behave whether you bother to take down the data or not." (Feynman, Richard (2015). The Feynman Lectures on Physics, Vol. III. Ch 3.2: Basic Books. ISBN 9780465040834.).
Landau, L.D.; Lifshitz, E. M. (1977). Quantum Mechanics: Non-Relativistic Theory. Vol. 3. Translated by Sykes, J. B.; Bell, J. S. (3rd ed.). Pergamon Press. §7, §44. ISBN 978-0-08-020940-1.
B.D'Espagnat, P.Eberhard, W.Schommers, F.Selleri. Quantum Theory and Pictures of Reality. Springer-Verlag, 1989, ISBN 3-540-50152-5
Schlosshauer, Maximilian (2005). "Decoherence, the measurement problem, and interpretations of quantum mechanics". Reviews of Modern Physics. 76 (4): 1267–1305.arXiv:quant-ph/0312059. Bibcode:2004RvMP...76.1267S. doi:10.1103/RevModPhys.76.1267. Retrieved 28 February 2013.
Giacosa, Francesco (2014). "On unitary evolution and collapse in quantum mechanics". Quanta. 3 (1): 156–170.arXiv:1406.2344. doi:10.12743/quanta.v3i1.26.
V. P. Belavkin (1989). "A new wave equation for a continuous non-demolition measurement". Physics Letters A. 140 (7–8): 355–358.arXiv:quant-ph/0512136. Bibcode:1989PhLA..140..355B. doi:10.1016/0375-9601(89)90066-2.
Howard J. Carmichael (1993). An Open Systems Approach to Quantum Optics. Berlin Heidelberg New-York: Springer-Verlag.
Michel Bauer; Denis Bernard; Tristan Benoist. Iterated Stochastic Measurements (Technical report).arXiv:1210.0425. Bibcode:2012JPhA...45W4020B. doi:10.1088/1751-8113/45/49/494020.
Kim, Yoon-Ho; R. Yu; S.P. Kulik; Y.H. Shih; Marlan Scully (2000). "A Delayed "Choice" Quantum Eraser". Physical Review Letters. 84 (1): 1–5.arXiv:quant-ph/9903047. Bibcode:2000PhRvL..84....1K. doi:10.1103/PhysRevLett.84.1. PMID 11015820.
Sassoli de Bianchi, M. (2013). The Observer Effect. Foundations of Science 18, pp. 213–243,arXiv:1109.3536.
Sassoli de Bianchi, M. (2015). God may not play dice, but human observers surely do. Foundations of Science 20, pp. 77–105,arXiv:1208.0674.
Aerts, D. and Sassoli de Bianchi, M. (2014). The extended Bloch representation of quantum mechanics and the hidden-measurement solution to the measurement problem. Annals of Physics 351, pp. 975–1025,arXiv:1404.2429.
"Observer Effect". The SAGE Encyclopedia of Educational Research, Measurement, and Evaluation. 2018. doi:10.4135/9781506326139.n484. ISBN 9781506326153.
Furuta, Aya. "One Thing Is Certain: Heisenberg's Uncertainty Principle Is Not Dead". Scientific American. Retrieved 23 September 2018.
Heisenberg, W. (1930), Physikalische Prinzipien der Quantentheorie, Leipzig: Hirzel English translation The Physical Principles of Quantum Theory. Chicago: University of Chicago Press, 1930. reprinted Dover 1949
Ozawa, Masanao (2003), "Universally valid reformulation of the Heisenberg uncertainty principle on noise and disturbance in measurement", Physical Review A, 67 (4): 042105,arXiv:quant-ph/0207121, Bibcode:2003PhRvA..67d2105O, doi:10.1103/PhysRevA.67.042105
V. P. Belavkin (1992). "Quantum continual measurements and a posteriori collapse on CCR". Communications in Mathematical Physics. 146 (3): 611–635.arXiv:math-ph/0512070. Bibcode:1992CMaPh.146..611B. doi:10.1007/BF02097018.

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