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Physics V course sequence · Interactive lesson

Intrinsic angular momentum and su(2)

Spin is the first observable in this course with no classical quantity standing behind it. This topic teaches the move that makes it respectable: stop asking what is rotating, take the commutation relations as the definition, and read off what the algebra allows — then let experiment say which value each species carries.

UPV-10.01 · Lesson 1 of 9 in this unit. Position is not a completion score.
Starting model: Intrinsic angular momentum and su(2)Left: the S_z ladder for a trial s = 0.50. Rungs sit at m = s, s−1, … and the dashed line marks −s = -0.50; the lowest rung lands on it only when 2s = 1.00 is a whole number, and the leftover gap is 0.00. Right: the selected state's vector, of length √(s(s+1)) = 0.866 but projection m = 0.50, so it never lies along z.trial s = 0.50chain 2s = 1.00, whole part 1−s = −0.50lowest m = −0.50|S|/ħ = √(s(s+1)) = 0.866max projection s = 0.50
Start with a picture. Change the model in the lab below.
1

Build the model

The commutator is the definition; r × p was only ever one realisation.

The key idea

Spin is an intrinsic angular momentum defined by its algebra alone — three Hermitian operators with [Sᵢ, Sⱼ] = iħ εᵢⱼₖ Sₖ acting on an internal space — with no r × p realisation and nothing rotating in space behind it.

Example. The electron has s = ½, so S² = ħ²(½)(3/2) = 0.75ħ² while the largest projection is only Sz = 0.5ħ. The magnitude √0.75 ħ = 0.866ħ exceeds it, so the spin sits 54.7° from z even at its most aligned.

The complete physical model and assumptions

Orbital angular momentum was constructed: write L = r × p, promote it to operators, derive [Lᵢ, Lⱼ] = iħ εᵢⱼₖ Lₖ. Spin reverses that order. There is no r and no p to build it from, so the commutator is promoted from consequence to definition — an intrinsic angular momentum is any triple of Hermitian operators obeying [Sᵢ, Sⱼ] = iħ εᵢⱼₖ Sₖ on an internal factor of the Hilbert space carrying no dependence on position at all. The ladder argument runs on that algebra alone: S² commutes with each Sᵢ, S_± = Sₓ ± iSy step m by one, and norm positivity forces the chain to terminate at both ends, giving S²|s, m⟩ = ħ²s(s+1)|s, m⟩ and Sz|s, m⟩ = mħ|s, m⟩ with 2s a non-negative integer. What the orbital case carries extra is not an extra axiom but a realisation: L acts as differential operators on L²(S²), and the l = ½ tower fails there — lowering from the would-be bottom state does not annihilate it, and what it keeps generating leaves the space. Drop the realisation and the half-integers have nothing left to violate, so s = ½ is admitted at last, on a two-dimensional space no function of angle can supply. The cost is twofold. The algebra fixes the ladder but never says which one a species climbs — ½ for the electron, 0 for the pion, 1 for the W — each an experimental input, as defining as charge or mass. And the picture you would like to keep goes: a sphere of the classical electron radius needs an equator at 171 c to carry ħ/2, and gₛ ≈ 2 is twice what any rotating charge gives.

1Promote the commutator from theorem to definition

Every angular-momentum statement so far descended from L = r × p: the operators came from the classical quantity, and [Lᵢ, Lⱼ] = iħ εᵢⱼₖ Lₖ was derived out of [xᵢ, pⱼ] = iħ δᵢⱼ. The Stern–Gerlach result leaves nothing to descend from — a silver atom in its ground state has l = 0, yet its beam splits in two — so the derivation is run backwards. Define an angular momentum to be any triple of Hermitian operators Sₓ, Sy, Sz satisfying [Sᵢ, Sⱼ] = iħ εᵢⱼₖ Sₖ, and let that be the entire content. Two consequences are worth naming at once. The Casimir S² = Sₓ² + Sy² + Sz² commutes with every Sᵢ, so (S², Sz) is a complete set of commuting observables on the internal space and its simultaneous eigenkets |s, m⟩ are the working basis. And U(θ, n̂) = exp(−iθ n̂⋅S/ħ) is unitary, so the operators that label states also rotate them: the algebra says S generates rotations, whatever it is that turns. The full state space factorises as H = Hspace ⊗ Hₛₚᵢₙ, with every spin operator acting as 𝟙 ⊗ S.

2Run the ladder on the algebra alone

Nothing in this argument uses a wavefunction. Write the simultaneous eigenkets as S²|s, m⟩ = ħ²λ|s, m⟩ and Sz|s, m⟩ = ħm|s, m⟩, and define S_± = Sₓ ± iSy. The algebra gives [Sz, S_±] = ±ħS_±, so S_±|s, m⟩ is again an Sz eigenket with m raised or lowered by exactly one. The chain cannot run forever: S_∓S_± = S² − Sz² ∓ ħSz, so ‖S_±|s, m⟩‖² = ħ²(λ − m² ∓ m) ≥ 0 bounds m from both sides, and termination demands S+|s, mₘₐₓ⟩ = 0 and S−|s, mₘᵢₙ⟩ = 0. Those two conditions give λ = mₘₐₓ(mₘₐₓ + 1) = mₘᵢₙ(mₘᵢₙ − 1), hence mₘᵢₙ = −mₘₐₓ ≡ −s and λ = s(s+1). Now the step that matters here: the rungs are spaced by exactly one, so mₘₐₓ − mₘᵢₙ = 2s must be a non-negative integer, and s ∈ (0, ½, 1, 3/2, …). Every coefficient follows from the same norm, S_±|s, m⟩ = ħ√(s(s+1) − m(m±1))|s, m±1⟩ — for s = ½ that reads S+|½,−½⟩ = ħ|½,½⟩ and S+|½,½⟩ = 0.

3Why the orbital realisation loses the half-integers

The identical algebra applied to L returned l(l+1) and unit steps, so why is l never ½? Not because of the commutators — they are the same three lines — but because L arrives with a realisation the abstract case does not have: it acts on L²(S²) as Lz = −iħ ∂/∂φ and L_± = ħe(±iφ)(±∂θ + i cot θ ∂φ). Most texts stop the question with single-valuedness — e(imₗφ) must survive φ → φ + 2π, so mₗ ∈ ℤ — and it is worth knowing, but treat it as a mnemonic rather than a derivation: nothing in the postulates requires ψ itself to be single-valued, only |ψ|² and the ray, and spin-½ is the standing counterexample to demanding more. The sound version is a closure argument, and it is short. Assume l = ½ and solve L+ψ = 0: the top state is ψ(½,½) ∝ e(iφ/2)√(sin θ), which is perfectly square-integrable on the sphere, so L² membership rejects nothing yet. Lower it once, getting ψ(½,−½) ∝ e(−iφ/2) cos θ/√(sin θ) — also square-integrable. Now lower again: sitting at m = −l, the coefficient ħ√(l(l+1) − m(m−1)) is zero, so L− must annihilate this state. It does not. It returns ħe(−3iφ/2)[√(sin θ) + cos²θ (sin θ)(−3/2)], and the ∫|ψ|² sin θ dθ of that diverges. The tower never closes and what it generates leaves the space, so no l = ½ representation lives on functions of angle. Spin faces none of it: its operators act on C(2s+1), a finite-dimensional internal space with no θ, no φ and no differential realisation to be consistent with, so the algebra's own answer stands unamended. The group-theoretic statement of the same fact is worth carrying forward: exp(−2πi n̂⋅S/ħ) = (−1)(2s) 𝟙, so a half-integer state comes back with a minus sign after 2π and needs 4π to come home. Functions on the sphere carry a genuine representation of SO(3), which has no such tower; spin-½ carries a representation of SU(2), its double cover.

4The algebra fixes the ladder, not which one a species climbs

Ask the algebra which s an electron has and it will not answer. Every s with 2s a non-negative integer labels an irreducible representation of su(2), all equally consistent, and which one a species carries is an experimental fact, as basic as its charge or mass. Measurement is a count: a beam split into 2s+1 components fixes s, so two silver beams give s = ½, three components give s = 1, and no splitting at all gives s = 0 — with massless species the exception, since a photon has helicity ±1 and only two states, not three. Nature's list is short — electrons, protons, neutrons and neutrinos at ½; pions and the Higgs at 0; photons, W and Z at 1; the Δ and Ω⁻ baryons at 3/2. Two structural points sit beneath that list. Unlike l, which changes from state to state inside one atom, s is fixed for a species forever, because no operator in this theory connects different irreducible spin spaces. And S² = ħ²s(s+1) 𝟙 there is a multiple of the identity by Schur's lemma, so S² carries no information inside a species at all: the only spin observable that varies is the projection m.

5No ball is spinning: the numbers that kill the model

The name invites a picture — a small charged sphere turning — so test it. A uniform sphere of mass mₑ and radius r has I = (2/5)mₑ r², and with equatorial speed v = ωr its angular momentum is L = (2/5)mₑ r v, so carrying ħ/2 needs v = 5ħ/(4 mₑ r). At the classical electron radius rₑ = 2.82 × 10⁻¹⁵ m that is 5.1 × 10¹⁰ m s⁻¹, or 171 c; the equator would reach c only at r = 4.8 × 10⁻¹³ m, over a hundred times larger than rₑ, while scattering experiments bound the electron below 10⁻¹⁸ m, where the demand climbs past 10⁵ c. A second, independent failure: a rotating body whose charge and mass are distributed alike gives μ = (q/2m)L, that is g = 1, while the electron's spin g factor measures 2.0023. The deepest objection is structural rather than numerical. Rotation through space is generated by r × p, and that realisation supports only integer towers — the l = ½ ladder does not close on functions of angle — so whatever spin-½ is, it admits no realisation as a rotation of anything through space.

6Check it in NumPy

The algebra is finite-dimensional, so every claim above is testable in a dozen lines. Build the (2s+1)-square matrices in the |s, m⟩ basis with m ordered s, s−1, …, −s: Sz = ħ⋅diag(m), and S+ with the single superdiagonal ⟨s, m+1|S+|s, m⟩ = ħ√(s(s+1) − m(m+1)), then S− = S+†, Sₓ = (S+ + S−)/2 and Sy = (S+ − S−)/(2i). For s = 1 both superdiagonal entries are ħ√2, and np.allclose(Sx@Sy − Sy@Sx, 1j*ℏ*Sz) returns True to machine precision, while Sx@Sx + Sy@Sy + Sz@Sz comes back as 2ħ² times the identity, matching ħ²s(s+1) at s = 1. Two diagnostics are worth running while you are there. Diagonalising n̂⋅S for any unit n̂ returns the same eigenvalues ħm, because the algebra is isotropic and no axis is special. And halving the ladder coefficients — the intuitive 'spin steps by ½' error — rescales Sₓ and Sy but not Sz, so the commutator comes back a quarter of iħSz, which is the numerical form of the claim that the algebra, not the step size, is what is being posited.

2

Key equations

Read the units, assumptions and limits before substituting.

The defining algebra

[Sᵢ, Sⱼ] = iħ εᵢⱼₖ Sₖ, [S², Sᵢ] = 0

The first line is the definition, not a theorem; the second follows from it in three lines, and everything below follows from the pair — and from nothing about what is rotating.

Sᵢ Hermitian on an internal space of dimension 2s+1; εᵢⱼₖ is the Levi-Civita symbol; ħ = 1.055 × 10⁻³⁴ J s carries the units

Ladder operators and their coefficient

S_± = Sₓ ± iSyS_±|s, m⟩ = ħ√(s(s+1) − m(m±1)) |s, m±1⟩

Buys the whole spectrum — the coefficient dying at m = ±s is what stops the chain at both ends rather than letting it run forever.

S_± are not Hermitian: (S+)† = S−. The coefficient is real, and vanishes exactly at m = ±s

The spectrum, and where half-integers enter

S²|s, m⟩ = ħ²s(s+1)|s, m⟩, Sz|s, m⟩ = mħ|s, m⟩, 2s = 0, 1, 2, …

The half-integers live here: nothing in the algebra excludes them, and the electron takes s = ½ on a two-state space.

m runs s, s−1, …, −s over 2s+1 values, so 2s steps; s is a label on the species, while m is the only part that varies

Why the orbital realisation misses them

Lz = −iħ ∂/∂φ, L_± = ħe(±iφ)(±∂θ + i cot θ ∂φ) ⟹ l ∈ ℤ

Names the extra structure the orbital realisation carries and an internal space does not — a differential realisation the ladder has to close on — which is precisely why s = ½ survives here and not there.

not from single-valuedness, which is an assumption about ψ rather than a postulate: the l = ½ tower fails because L− does not annihilate ψ(½,−½), and what it returns goes as (sin θ)(−3/2) ∉ L²(S²)

S² is a Casimir: Schur's lemma

S² = ħ² s(s+1) 𝟙 on the irreducible space C(2s+1)

S² varies over nothing inside one species, so the only spin observable that moves is the projection m.

𝟙 is the identity; for s = ½, S² = 0.75ħ² 𝟙 in every state of the species, with no state dependence at all

The rotating-ball test

veq = 5ħ / (4 mₑ r)

That is 171 c, and it only worsens as r shrinks toward the experimental bound r < 10⁻¹⁸ m.

from I = (2/5)mₑ r², veq = ωr and L = ħ/2; at r = 2.82 × 10⁻¹⁵ m it demands 5.1 × 10¹⁰ m s⁻¹
3

Interactive lab

Predict first. Explore the model. Compare the result.

Explore the model

0.50
0 to 2; steps of 0.25.
0
0 to 4; steps of 1.

Try this. Set s = 0.25 and watch the ladder stop short of −s: the lowest rung the chain can reach stalls a gap 2s − ⌊2s⌋ above the dashed line, and only values making 2s a whole number — 0, ½, 1, 3/2, 2 — close that gap, which is why half-integer spin is admitted and quarter-integer is not. Then walk k down the rungs: the arrow tilts but never lies along z, because √(s(s+1)) > s.

Live results

S² / ħ² = s(s+1)
0.75
Sz / ħ = m
0.50
LADDER MISS 2s − ⌊2s⌋
0.00
TILT FROM z
54.7 °

Results follow this lesson’s model and assumptions. Displayed values are rounded.

Interactive Physics V modelLeft: the S_z ladder for a trial s = 0.50. Rungs sit at m = s, s−1, … and the dashed line marks −s = -0.50; the lowest rung lands on it only when 2s = 1.00 is a whole number, and the leftover gap is 0.00. Right: the selected state's vector, of length √(s(s+1)) = 0.866 but projection m = 0.50, so it never lies along z.trial s = 0.50chain 2s = 1.00, whole part 1−s = −0.50lowest m = −0.50|S|/ħ = √(s(s+1)) = 0.866max projection s = 0.50
Left: the Sz ladder for a trial s = 0.50. Rungs sit at m = s, s−1, … and the dashed line marks −s = −0.50; the lowest rung lands on it only when 2s = 1.00 is a whole number, and the leftover gap is 0.00. Right: the selected state's vector, of length √(s(s+1)) = 0.866 but projection m = 0.50, so it never lies along z.

Predict → change one variable → check

Plan a change before running it. Every other input stays at the saved baseline.

Saved baseline. Trial spin quantum number s: 0.50; Rungs stepped down from the top: 0

Baseline 0.50; choose 0 to 2, in steps of 0.25.
4. Compared with the saved baseline, this result will…

This experiment is kept only while this page is open. It does not change saved course progress.

4

Catch the common trap

The picture students carry is a small charged ball spinning, with ħ/2 its angular momentum, and it is not merely unhelpful — it is quantitatively dead. Give the electron the classical electron radius 2.82 × 10⁻¹⁵ m, treat it as a uniform sphere, and carrying ħ/2 needs an equator at 5.1 × 10¹⁰ m s⁻¹, about 171 c; the experimental size bound r < 10⁻¹⁸ m pushes that past 10⁵ c. A rotating charge distribution also predicts g = 1, while the electron measures 2.0023. Worse, the model predicts the wrong spectrum in principle: a rotating object's angular momentum is r × p, realised as differential operators on the sphere, and no half-integer tower closes there — lowering past the would-be bottom state fails to annihilate it — so the very quantum number the electron has is the one that realisation cannot supply. Spin is what the algebra says it is: an internal degree of freedom with 2s+1 states, no radius, and no equator.

5

Practice & worked examples

3 authored examples. Make an attempt, then reveal the reasoning one step at a time.

EasyExample 1

A baryon resonance carries s = 3/2. List its Sz eigenvalues, give the magnitude |S| = ħ√(s(s+1)), find the smallest angle the spin vector can make with the z axis, and evaluate S+|3/2, 1/2⟩.

Sketch your answer or reasoning, then compare it with the authored solution. Your writing is not automatically graded or saved.

0 of 5 steps revealed.

MediumExample 2

Using only the algebra — no matrices — find ⟨Sₓ⟩, ⟨Sₓ²⟩ and ΔSₓ in the state |s, m⟩ = |1, 1⟩, then test the product ΔSₓ ΔSy against the Robertson bound ½|⟨[Sₓ, Sy]⟩|.

Sketch your answer or reasoning, then compare it with the authored solution. Your writing is not automatically graded or saved.

0 of 6 steps revealed.

HardExample 3

Model the electron as a uniform sphere of radius r carrying angular momentum ħ/2. (a) Derive the equatorial speed veq. (b) Evaluate it at the classical electron radius rₑ = 2.82 × 10⁻¹⁵ m. (c) Find the radius at which veq would equal c. (d) Compare with the experimental bound r < 10⁻¹⁸ m, and add the independent objection from the g factor. Use ħ = 1.055 × 10⁻³⁴ J s, mₑ = 9.109 × 10⁻³¹ kg, c = 2.998 × 10⁸ m s⁻¹.

Sketch your answer or reasoning, then compare it with the authored solution. Your writing is not automatically graded or saved.

0 of 6 steps revealed.

6

Quick check

Select an answer and explain it before checking.

Orbital angular momentum never takes a half-integer quantum number, yet the electron has s = ½ — and both obey the same commutation relations. What lets spin take a value orbital motion cannot?
7

Review & continue

Spin is an intrinsic angular momentum defined by its algebra alone — three Hermitian operators with [Sᵢ, Sⱼ] = iħ εᵢⱼₖ Sₖ acting on an internal space — with no r × p realisation and nothing rotating in space behind it.

  • Explain the relationship without looking at the equation.
  • Check a sign, a unit and a model assumption in your working.
  • Return to the lab or worked example if a step is still unclear.

Extra challenging questions

Connect several ideas, explore supplied data, and compare your reasoning with a worked solution.