In July 1925 Heisenberg published a paper that ushered in the new era of quantum mechanics. This epoch-making paper is generally regarded as being difficult to follow, partly because Heisenberg provided few clues as to how he arrived at his results. We give details of the calculations of the type that Heisenberg might have performed. As an example we consider one of the anharmonic oscillator problems considered by Heisenberg, and use our reconstruction of his approach to solve it up to second order in perturbation theory. The results are precisely those obtained in standard quantum mechanics, and we suggest that a discussion of the approach, which is based on the direct calculation of transition frequencies and amplitudes, could usefully be included in undergraduate courses on quantum mechanics.

1.
W.
Heisenberg
, “
Über quantentheoretische Umdeutung kinematischer und mechanischer Beziehungen
,”
Z. Phys.
33
,
879
893
(
1925
).
2.
This is the title of the English translation, which is paper 12 in Ref. 3, pp. 261–276. We shall refer exclusively to this translation, and to the equations in it as (H1), (H2), … .
3.
Sources of Quantum Mechanics, edited by B. L. van der Waerden (North-Holland, Amsterdam, 1967). A collection of reprints in translation.
4.
M.
Born
and
P.
Jordan
, “
Zur Quantenmechanik
,”
Z. Phys.
34
,
858
888
(
1925
), paper 13 in Ref. 3.
5.
P. A. M.
Dirac
, “
The fundamental equations of quantum mechanics
,”
Proc. R. Soc. London, Ser. A
109
,
642
653
(
1926
), paper 14 in Ref. 3.
6.
M.
Born
,
W.
Heisenberg
, and
P.
Jordan
, “
Zur Quantenmechanik II
,”
Z. Phys.
35
,
557
615
(
1926
), paper 15 in Ref. 3.
7.
S. Weinberg, Dreams of a Final Theory (Pantheon, New York, 1992), pp. 53–54. Weinberg goes on to say that “Perhaps we should not look too closely at Heisenberg’s first paper … .” We will not follow his suggestion here.
8.
S.-I. Tomonaga, Quantum Mechanics: Old Quantum Theory (North-Holland, Amsterdam, 1962), Vol. 1.
9.
M. Jammer, The Conceptual Development of Quantum Mechanics (McGraw–Hill, New York, 1966).
10.
E.
MacKinnon
, “
Heisenberg, models and the rise of matrix mechanics
,”
Hist. Stud. Phys. Sci.
8
,
137
188
(
1977
).
11.
J. Mehra and H. Rechenberg, The Historical Development of Quantum Theory (Springer-Verlag, New York, 1982), Vol 2.
12.
J. Hendry, The Creation of Quantum Mechanics and the Bohr-Pauli Dialogue (Reidel, Dordrecht, 1984).
13.
T.-Y. Wu, Quantum Mechanics (World Scientific, Singapore, 1986).
14.
M. Taketani and M. Nagasaki, The Formation and Logic of Quantum Mechanics (World Scientific, Singapore, 2002), Vol. 3.
15.
G. Birtwistle, The New Quantum Mechanics (Cambridge U.P., Cambridge, 1928).
16.
M. Born, Atomic Physics (Dover, New York, 1989).
17.
J.
Lacki
, “
Observability, Anschaulichkeit and abstraction: A journey into Werner Heisenberg’s science and philosophy
,”
Fortschr. Phys.
50
,
440
458
(
2002
).
18.
J. Mehra, The Golden Age of Theoretical Physics (World Scientific, Singapore, 2001), Vol. 2.
19.
Of these the most detailed are Ref. 3, pp. 28–35, Ref. 8, pp. 204–224, Ref. 10, pp. 161–188, and Ref. 11, Chap. IV.
20.
Reference 7, p. 53.
21.
Reference 2, p. 262.
22.
All quotations are from the English translation of Ref. 2.
23.
We use ω rather than Heisenberg’s ν.
24.
We depart from the notation of Refs. 1 and 2, preferring that of Ref. 8, pp. 204–224. Our Xα(n) is Heisenberg’s aα(n).
25.
The reader may find it helpful at this point to consult Ref. 26, which provides a clear account of the connection between the classical analysis of an electron’s periodic motion and simple quantum versions. See also J. D. Jackson, Classical Electrodynamics (Wiley, New York, 1975), 2nd ed., Sec. 9.2.
26.
W. A.
Fedak
and
J. J.
Prentis
, “
Quantum jumps and classical harmonics
,”
Am. J. Phys.
70
,
332
344
(
2002
).
27.
The association Xα(n)↔X(n,n−α) is generally true only for non-negative α. For negative values of α, a general term in the classical Fourier series is X−|α|(n)exp[−iω(n)|α|t]. If we replace −ω(n)|α| by −ω(n,n−|α|), which is equal to ω(n−|α|,n) using Eq. (1), we see that X−|α|(n)↔X(n−|α|,n). The association X−|α|↔X(n,n+|α|) would not be correct because ω(n,n+|α|) is not the same, in general, as ω(n−|α|,n).
28.
Conventional notation, subsequent to Ref. 4, would replace n−α by a second index m, say. We prefer to remain as close as possible to the notation of Heisenberg’s paper.
29.
Reference 2, p. 264.
30.
Reference 2, p. 265.
31.
Reference 2, p. 266.
32.
Reference 2 p. 267.
33.
This step apparently did not occur to him immediately. See Ref. 11, p. 231.
34.
Actually not quite. We have taken the liberty of changing the order of the arguments in the first terms in the braces; this (correct) order is as given in the equation Heisenberg wrote before Eq. (H20).
35.
W.
Thomas
, “
Über die Zahl der Dispersionelektronen, die einem stationären Zustande zugeordnet sind (Vorläufige Mitteilung)
,”
Naturwissenschaften
13
,
627
(
1925
).
36.
W.
Kuhn
, “
Über die Gesamtstärke der von einem Zustande ausgehenden Absorptionslinien
,”
Z. Phys.
33
,
408
412
(
1925
), paper 11 in Ref. 3.
37.
W. Heisenberg, as discussed in Ref. 11, pp. 243 ff.
38.
Reference 9, p. 193; Φ is any function defined for stationary states.
39.
M.
Born
, “
Über Quantenmechanik
,”
Z. Phys.
26
,
379
395
(
1924
), paper 7 in Ref. 3.
40.
Reference 9, p. 202.
41.
H. A.
Kramers
and
W.
Heisenberg
, “
Über die Streuung von Strahlen durch Atome
,”
Z. Phys.
31
,
681
707
(
1925
), paper 10 in Ref. 3.
42.
For considerable further detail on dispersion theory, sum rules, and the “discretization” rules, see Ref. 8, pp. 142–147, 206–208, and Ref. 9, Sec. 4.3.
43.
See Ref. 3, p. 37.
44.
Reference 2, p. 268.
45.
For an interesting discussion of the possible reasons why he chose to try out his method on the anharmonic oscillator, see Ref. 11, pp. 232–235; and Ref. 3, p. 22. Curiously, most of the commentators—with the notable exception of Tomonaga (Ref. 8)—seem to lose interest in the details of the calculations at this point.
46.
The (n,n−α) matrix element, in the standard terminology.
47.
Equation (22) is not in Heisenberg’s paper, although it is given by Tomonaga, Ref. 8, Eq. (32.20).
48.
Note that this means that, in x(t), all the terms which are of order λp arise from many different terms in Eq. (24).
49.
Except that Heisenberg relabeled most of the aαs as aα(n).
50.
Because of an oversight, he wrote a0(n) in place of a(n,n) in Eq. (33).
51.
MacKinnon (Ref. 10) suggests how, in terms of concepts from the “virtual oscillator” model, Eq. (28) may be transformed into Eqs. (33343536). We do not agree with MacKinnon (Ref. 10, footnote 62) regarding “mistakes” in Eqs. (35) and (36).
52.
In the version of the quantum condition that Heisenberg gave just before Eq. (H20), he unfortunately used the same symbol for the transition amplitudes as in (H16)–see Eq. (16)—but replaced 4πm by πm, not explaining where the factor 1/4 came from [see Eq. (42)]; he also omitted the λ’s.
53.
Heisenberg omitted the superscripts.
54.
See, for example, L. I. Schiff, Quantum Mechanics (McGraw–Hill, New York, 1968), 3rd ed., p. 72.
55.
Reference 2, p. 272.
56.
This is the justification suggested in Ref. 4, p. 297 of paper 13 in Ref. 3.
57.
It is essentially that given by L. D. Landau and E. M. Lifshitz, Quantum Mechanics (Pergamon, Oxford, 1977), 3rd ed., pp. 67–68.
58.
L. D. Landau and E. M. Lifshitz, Mechanics (Pergamon, Oxford, 1976), 3rd ed., pp. 86–87.
59.
This equation corresponds to Eq. (88) of Ref. 4, in which there appears to be a misprint of 17/30 instead of 11/30.
60.
See Ref. 4, p. 305.
61.
Reference 57, p. 136.
62.
Reference 2, pp. 272–3.
63.
See W. Heisenberg, Physics and Beyond (Allen & Unwin, London, 1971), p. 61.
64.
W.
Pauli
, “
Über das Wasserstoffspektrum vom Standpunkt der neuen Quantenmechanik
,”
Z. Phys.
36
,
336
363
(
1926
), paper 16 in Ref. 3.
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