measurement dependence
Causal inference with imperfect instrumental variables
Miklin, Nikolai, Gachechiladze, Mariami, Moreno, George, Chaves, Rafael
Instrumental variables allow for quantification of cause and effect relationships even in the absence of interventions. To achieve this, a number of causal assumptions must be met, the most important of which is the independence assumption, which states that the instrument and any confounding factor must be independent. However, if this independence condition is not met, can we still work with imperfect instrumental variables? Imperfect instruments can manifest themselves by violations of the instrumental inequalities that constrain the set of correlations in the scenario. In this paper, we establish a quantitative relationship between such violations of instrumental inequalities and the minimal amount of measurement dependence required to explain them. As a result, we provide adapted inequalities that are valid in the presence of a relaxed measurement dependence assumption in the instrumental scenario. This allows for the adaptation of existing and new lower bounds on the average causal effect for instrumental scenarios with binary outcomes. Finally, we discuss our findings in the context of quantum mechanics.
Causal networks and freedom of choice in Bell's theorem
Chaves, Rafael, Moreno, George, Polino, Emanuele, Poderini, Davide, Agresti, Iris, Suprano, Alessia, Barros, Mariana R., Carvacho, Gonzalo, Wolfe, Elie, Canabarro, Askery, Spekkens, Robert W., Sciarrino, Fabio
Bell's theorem is typically understood as the proof that quantum theory is incompatible with local hidden variable models. More generally, we can see the violation of a Bell inequality as witnessing the impossibility of explaining quantum correlations with classical causal models. The violation of a Bell inequality, however, does not exclude classical models where some level of measurement dependence is allowed, that is, the choice made by observers can be correlated with the source generating the systems to be measured. Here we show that the level of measurement dependence can be quantitatively upper bounded if we arrange the Bell test within a network. Furthermore, we also prove that these results can be adapted in order to derive non-linear Bell inequalities for a large class of causal networks and to identify quantumly realizable correlations which violate them.
A unifying framework for relaxations of the causal assumptions in Bell's theorem
Chaves, Rafael, Kueng, Richard, Brask, Jonatan Bohr, Gross, David
Bell's Theorem shows that quantum mechanical correlations can violate the constraints that the causal structure of certain experiments impose on any classical explanation. It is thus natural to ask to which degree the causal assumptions -- e.g. locality or measurement independence -- have to be relaxed in order to allow for a classical description of such experiments. Here, we develop a conceptual and computational framework for treating this problem. We employ the language of Bayesian networks to systematically construct alternative causal structures and bound the degree of relaxation using quantitative measures that originate from the mathematical theory of causality. The main technical insight is that the resulting problems can often be expressed as computationally tractable linear programs. We demonstrate the versatility of the framework by applying it to a variety of scenarios, ranging from relaxations of the measurement independence, locality and bilocality assumptions, to a novel causal interpretation of CHSH inequality violations.