Validation and administration of a conceptual survey on the formalism and postulates of quantum mechanics

We developed and validated a conceptual survey that focuses on the formalism and postulates of quantum mechanics covered in upper-level undergraduate quantum mechanics courses. The concepts included in the quantum mechanics formalism and postulate survey (QMFPS) focus on Dirac notation, the Hilbert space, state vectors, physical observables and their corresponding Hermitian operators, compatible and incompatible observables, quantum measurement, time dependence of quantum states and expectation values, and spin angular momenta. Here we describe the validation and administration of the survey, which has been administered to over 400 upper-level undergraduate and graduate students from six institutions. The QMFPS is valid and reliable for use as a low-stakes test to measure the effectiveness of instruction in an undergraduate quantum mechanics course that covers relevant content. The survey can also be used by instructors to identify students’ understanding of the formalism and postulates of quantum mechanics at the beginning and end of a graduate quantum mechanics course since graduate students are expected to have taken an undergraduate quantum mechanics course that covers the content included in the survey. We found that undergraduate students who engaged with research-validated learning tools performed better than students who did not on the QMFPS after the first semester of a junior or senior level quantum mechanics course. In addition, the performance of graduate students on QMFPS after instruction in the first semester of a core graduate-level quantum mechanics course was significantly better than the performance of undergraduate students at the end of the first semester of an undergraduate quantum mechanics course. However, both undergraduate and graduate students struggled with many questions on the QMFPS. A comparison with the base line data on the validated QMFPS presented here can aid instructors in assessing the effectiveness of their instructional approaches and help them identify the difficulties their students have with quantum formalism and postulates in order to help students develop a solid grasp of the formalism and postulates of quantum mechanics