You may not have many questions after a first read of Feynman’s Lecture on the Stern-Gerlach experiment and his more general musings on the quantization of the magnetic moment of an elementary particle. [At least I didn’t have all that many after my first reading, which I summarized in a previous post.]

However, a second, third or fourth reading should trigger *some*, I’d think. *My *key question is the following: what *happens *to that magnetic moment of a particle – and its spin [1] – as it travels through a homogeneous or inhomogeneous magnetic field? We *know *– or, to be precise, we *assume *– its spin is *either* “up” (J_{z} = +ħ/2) *or* “down” (J_{z} = −ħ/2) when it *enters *the Stern-Gerlach apparatus, but then – when it’s moving in the field itself – we would expect that the magnetic field would, somehow, *line up *the magnetic moment, right?

Feynman says that it doesn’t: from all of the schematic drawings – and the subsequent discussion of Stern-Gerlach *filters *– it is obvious that the magnetic field – which we denote as **B**, and which we assume to be *in*homogeneous [2] – should *not *result in a change of the magnetic moment. Feynman states it as follows: “The magnetic field produces a torque. Such a torque you would think is *trying *to line up the (atomic) magnet with the field, but it only causes its precession.”

[…] OK. That’s too much information already, I guess. Let’s start with the basics. The key to a good understanding of this discussion is the force formula:

We should first *explain* this formula before discussing the obvious question: over what time – or over what distance – should we expect this force to pull the particle up or down in the magnetic field? Indeed, if the force ends up aligning the moment, then the force will disappear!

So let’s first explain the formula. We start by explaining the energy U. U is the *potential *energy of our particle, which it gets from its magnetic moment **μ** and its orientation in the magnetic field **B**. To be precise, we can write the following:

Of course, μ and B are the *magnitudes *of **μ** and **B** respectively, and θ is the angle between **μ** and **B**: if the angle θ is zero, then U_{mag} will be *negative*. Hence, the *total *energy of our particle (U) will actually be *less *than what it would be *without *the magnetic field: it is the energy when the magnetic moment of our particle is fully lined up with the magnetic field. When the angle is a right angle (θ = ±π/2), then the energy doesn’t change (U_{mag} = 0). Finally, when θ is equal to π or −π, then its energy will be *more *than what it would be outside of the magnetic field. [Note that the angle θ effectively varies between –π and π – *not *between 0 and 2π!]Of course, we may already note that, in quantum mechanics, U_{mag} will only take on a very limited set of values. To be precise, for a particle with spin number j = 1/2, the possible values of U_{mag} will be limited to two values only. We will come back to that in a moment. First that force formula.

Energy is force over a distance. To be precise, when a particle is moved from point *a* to point *b*, then its *change *in energy can be written as the following line integral:

Note that the minus sign is there because of the convention that we’re doing work against the force when increasing the (potential) energy of that what we’re moving. Also note that **F**∙d**s** product is a vector (dot) product: it is, obviously, equal to F_{t} times ds, with F_{t} the magnitude of the tangential component of the force. The equation above gives us that force formula:

Feynman calls it the principle of virtual work, which sounds a bit mysterious – but so you get it by taking the derivative of both sides of the energy formula.

Let me now get back to the *real *mystery of quantum mechanics, which tells us that the magnetic moment – as measured along our z-axis – will only take one of two possible values. To be precise, we have the following formula for μ_{z}:

This is a formula you just have to accept for the moment. It needs a bit of interpretation, and you need to watch out for the sign. The g-factor is the so-called *Land**é *g-factor: it is equal to 1 for a so-called *pure orbital moment*, 2 for a so-called *pure spin moment,* and some number in-between in reality, which is always some mixture of the two: both the electron’s orbit around the nucleus as well as the electron’s rotation about its own axis contribute to the *total *angular momentum and, hence, to the total magnetic moment of our electron. As for the other factors, m and q_{e} are, of course, the mass and the charge of our electron, and J_{z} is either +ħ/2 or −ħ/2. Hence, if we know g, we can easily calculate the two possible values for μ_{z}.

Now, that also means we could – theoretically – calculate the two possible values of that angle θ. For some reason, no handbook in physics ever does that. The reason is probably a good one: electron orbits, and the concept of spin itself, are *not *like the orbit and the spin of some planet in a planetary system. In fact, we know that we should *not *think of electrons like that at all: quantum physicists tell us we may only think of it as some kind of weird cloud around a center. That cloud has a *density *which is to be calculated by taking the absolute square of the quantum-mechanical *amplitude *of our electron.

In fact, when thinking about the two possible values for θ, we may want to remind ourselves of another peculiar consequence of the fact that the angular momentum – and, hence, the magnetic moment – is not continuous but quantized: the magnitude of the angular momentum **J** is *not * J = √(**J**·**J**) = √J^{2} in quantum mechanics but J = √(**J**·**J**) = √[j·(j+1)·ħ^{2}] = √[j·(j+1)]·ħ. For our electron, j = 1/2 and, hence, the magnitude of **J** is equal to J = √[(1/2)∙(3/2)]∙ ħ = √(3/4)∙ħ ≈ 0.866∙ħ. Hence, the magnitude of the angular momentum is *larger *than the maximum value of J_{z} – and not just a little bit, because the maximum value of ħ is ħ/2! That leads to that weird conclusion: in quantum mechanics, we find that the angular momentum is never *completely *along any one direction [3]! In fact, this conclusion basically undercuts the very idea of the angular momentum – and, hence, the magnetic moment – of having any precise direction at all! [This may sound spectacular, but there is actually a classical equivalent to the idea of the angular momentum having *no *precisely defined direction: gyroscopes may not only precess, but *nutate *as well. Nutation refers to a kind of *wobbling* around the direction of the angular momentum. For more details, see the post I wrote after my first reading of Feynman’s Lecture on the quantization of magnetic moments. :-)]* *

Let’s move on. So if, in quantum mechanics, we cannot associate the magnetic moment – or the angular momentum – with some specific direction, then how *should* we imagine it? Well… I won’t dwell on that here, but you may want to have a look at another post of mine, where I develop a metaphor for the wavefunction which may help you to sort of understand what it *might *be. The metaphor may help you to think of some oscillation in *two *directions – rather than in one only – with the two directions separated by a right angle. Hence, the whole thing obviously points in *some* direction but it’s not very precise. In any case, I need to move on here.

We said that the magnetic moment will take one of two values only, in any direction along which we’d want to measure it. We also said that the (maximum) value along that direction – any direction, really – will be smaller than the *magnitude *of the moment. [To be precise, we said that for the angular momentum, but the formulas above make it clear the conclusions also hold for the magnetic moment.] So that means that the magnetic moment is, in fact, never *fully *aligned with the magnetic field. Now, if it is not aligned – and, importantly, if it also does *not *line up – then it should *precess*. Now, precession is a difficult enough concept in classical mechanics, so you may think it’s going to be totally abstruse in quantum mechanics. Well… That is true – to some extent. At the same time, it is surely *not *unintelligible. I will not repeat Feynman’s argument here, but he uses the classical formulas once more to calculate an angular velocity and a precession frequency – although he doesn’t explain what they might actually *physically* represent. Let me just jot down the formula for the precession frequency:

We get the same factors: g, q_{e} and m. In addition, you should also note that the precession frequency is directly *proportional * to the strength of the magnetic field, which makes sense. Now, you may wonder: what is the relevance of this? Can we actually *measure *any of this?

We can. In fact, you may wonder about the *if *I inserted above: *if *we can measure the Landé g-factor… Can we? We can. It’s done in a *resonance *experiment, which is referred to as the Rabi molecular-beam method – but then it might also be just an *atomic *beam, of course!

The experiment is interesting, because it shows the precession is – somehow – *real*. It also illustrates some other principles we have been describing above.

The set-up looks pretty complicated. We have a series of three magnets. The first magnet is just a Stern-Gerlach apparatus: a magnet with a very sharp edge on one of the pole tips so as to produce an *in*homogeneous magnetic field. Indeed, a homogeneous magnetic field implies that ∂B/∂z = 0 and, hence, the force along the z-direction would be zero and our atomic magnets would *not* be displaced.

The second magnet is more complicated. Its magnetic field is uniform, so there are no vertical forces on the atoms and they go straight through. However, the magnet includes an extra set of coils that can produce an alternating *horizontal *field as well. I’ll come back to that in a moment. Finally, the third magnet is just like the first one, but with the field *inverted*. Have a look at it:

It may not look very obvious but, after some thinking, you’ll agree that the atoms can only arrive at the detector if they follow the trajectories *a* and/or *b*. In fact, these trajectories are the only possible ones because of the slits S_{1} and S_{2}.

Now what’s the idea of that horizontal field **B’** in magnet 2? In a classical situation, we could change the angular momentum – and the magnetic moment – by applying some *torque *about the z-axis. The idea is shown in Figure (a) and (b) below.

Figure (a) shows – or tries to show – some *rotating *field **B’** – one that is always at right angles to both the angular momentum as well as to the (uniform) **B** field. That would be effective. However, Figure (b) shows another arrangement that is almost equally effective: an *oscillating *field that sort of pulls and pushes at some frequency ω. *Classically*, such fields would effectively change the angle of our gyroscope with respect to the z-axis. Is it also the case quantum-mechanically?

It turns out it sort of works the same in quantum mechanics. There is a big difference though. Classically, μ_{z} would change gradually, but in quantum mechanics it cannot: in quantum mechanics, it must jump suddenly from one value to the other, i.e. from +ħ/2 to −ħ/2, or the other way around. In other words, it must flip up or down. Now, *if *an atom flips, then it will, of course, no longer follow the (a) or (b) trajectories: it will follow some other path, like *a*’ or *b*’, which make it crash into the magnet. Now, it turns out that almost all atoms will flip if we get that frequency ω right. The graph below shows this ‘resonance’ phenomenon: there is a sharp drop in the ’current’ of atoms if ω is close or equal to ω_{p}.

What’s ω_{p}? It’s that precession frequency for which we gave you that formula above. To make a long story short, from the experiment, we can calculate the Landé g-factor for that particular beam of atoms – say, silver atoms [4]. So… Well… Now we know it all, don’t we?

Maybe. As mentioned when I started this post, when going through all of this material, I always wonder why there is no magnetization effect: why would an atom remain in the same state when it crosses a magnetic field? When it’s already aligned with the magnetic field – to the maximum extent possible, that is – then it shouldn’t flip, but what if its magnetic moment is *opposite*? It should lower its energy by flipping, right? And it should flip just like that. Why would it need an oscillating **B’** field?

In fact, Feynman does describe how the magnetization phenomenon can be analyzed – classically *and *quantum-mechanically, but he does that for bulk materials: solids, or liquids, or gases – anything that involves *lots *of atoms that are kicked around because of the thermal motions. So that involves statistical mechanics – which I am sure you’ve skipped so far. 🙂 It is a beautiful argument – which ends with an equally beautiful formula, which tells us the *magnetization* (**M**) of a material – which is defined as the net* *magnetic moment *per unit volume* – has the same direction as the magnetic field (**B**) and a magnitude M that is proportional the magnitude of **B**:

The μ in this formula is the magnitude of the magnetic moment of the individual atoms and so… Well… It’s just like the formula for the electric polarization **P**, which we described in some other post. In fact, the formula for **P** and **M** are same-same but different, as they would say in Thailand. 🙂 But this wonderful story doesn’t answer our question. The magnetic moment of an *individual* particle should not stay what it is: if it doesn’t change because of all the kicking around as a result of *thermal *motions, then… Well… These little atomic magnets should line up. That means atoms with their spin “up” should go into the “spin-down” state.

I don’t have an answer to my own question as for now. I suspect it’s got to do with the strength of the magnetic field: a Stern-Gerlach apparatus involves a *weak *magnetic field. If it’s too strong, the atomic magnets must flip. Hence, a more advanced analysis should probably include that flipping effect. When quickly googling – just now – I found an MIT lab exercise on it, which also provides a historical account of the Stern-Gerlach experiment itself. I skimmed through it – and will read all of it in the coming days – but let me just quote this from the historical background section:

“Stern predicted that the effect would be be just barely observable. They had difficulty in raising support in the midst of the post war financial turmoil in Germany. The apparatus, which required extremely precise alignment and a high vacuum, kept breaking down. Finally, after a year of struggle, they obtained an exposure of sufficient length to give promise of an observable silver deposit. At first, when they examined the glass plate they saw nothing. Then, gradually, the deposit became visible, showing a beam separation of 0.2 millimeters! Apparently, Stern could only afford cheap cigars with a high sulfur content. As he breathed on the glass plate, sulfur fumes converted the invisible silver deposit into visible black silver sufide, and the splitting of the beam was discovered.”

Isn’t this funny? And *great *at the same time? 🙂 But… Well… The point is: the paper for that MIT lab exercise makes me realize Feynman does cut corners when explaining stuff – and some corners are more significant than others. I note, for example, that they talk about interference peaks rather than “two distinct spots on the glass plate.” Hence, the analysis is somewhat more sophisticated than Feynman pretends it to be. So, when everything is said and done, Feynman’s Lectures may indeed be reading for *under*graduate students only. Is it time to move on?

[1] The magnetic moment – as measured in a particular coordinate system – is equal to **μ** = −g·[q/(2m)]·**J**. The factor **J** in this expression is the angular momentum, and the coordinate system is chosen such that its z-axis is along the direction of the magnetic field **B**. The component of **J** along the z-axis is written as J_{z}. This z-component of the angular momentum is what is, rather loosely, being referred to as the spin of the particle in this context. In most other contexts, spin refers to the spin number *j *which appears in the formula for the *value *of J_{z}, which is J_{z} = *j*∙ħ, (*j*−1)∙ħ, (*j*−2)∙ħ,…, (−*j*+2)∙ħ, (−*j*+1), −*j*∙ħ. Note the *separation *between the possible values of J_{z} is equal to ħ. Hence, *j *itself must be an integer (e.g. 1 or 2) or a half-integer (e.g. 1/2). We usually look at electrons, whose spin *number *j is 1/2.

[2] One of the pole tips of the magnet that is used in the Stern-Gerlach experiment has a sharp edge. Therefore, the magnetic field strength varies with z. We write: ∂B/∂z ≠ 0.

[3] The z-direction can be any direction, really.

[4] The original experiment was effectively done with a beam of silver atoms. The lab exercise which MIT uses to show the effect to physics students involves potassium atoms.

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