Challenges in sensemaking and reasoning in the context of degenerate perturbation theory in quantum mechanics

[This paper is part of the Focused Collection in Investigating and Improving Quantum Education through Research.] We discuss an investigation of student sensemaking and reasoning in the context of degenerate perturbation theory (DPT) in quantum mechanics. We find that advanced undergraduate and graduate students in quantum physics courses often struggled with expertlike sensemaking and reasoning to solve DPT problems. The sensemaking and reasoning were particularly challenging for students as they tried to integrate physical and mathematical concepts to solve DPT problems. Their sensemaking showed local coherence but lacked global consistency with different knowledge resources getting activated in different problem-solving tasks even if the same concepts were applicable. Depending upon the issues involved in the DPT problems, students were sometimes stuck in the “physics mode” or “math mode” and found it challenging to coordinate and integrate the physics and mathematics appropriately to solve quantum mechanics problems involving DPT. Their sensemaking shows the use of various reasoning primitives. It also shows that some advanced students struggled with self-monitoring and checking their answers to make sure they were consistent across different problems. Some also relied on memorized information, invoked authority, and did not make appropriate connections between their DPT problem solutions and the outcomes of experiments. Advanced students in quantum mechanics often displayed analogous patterns of challenges in sensemaking and reasoning as those that have been found in introductory physics. Student sensemaking and reasoning show that these advanced students are still developing expertise in this novel quantum physics domain as they learn to integrate physical and mathematical concepts. Published by the American Physical Society 2024