Compared with introductory physics, relatively little is known about the development of expertise in advanced physics courses, especially in the case of quantum mechanics. Here, we describe a framework for understanding the patterns of student reasoning difficulties and how students develop expertise in quantum mechanics. The framework posits that the challenges many students face in developing expertise in quantum mechanics are analogous to the challenges introductory students face in developing expertise in introductory classical mechanics. This framework incorporates both the effects of diversity in upper-level students' prior preparation, goals, and motivation in general (i.e., the facts that even in upper-level courses, students may be inadequately prepared, have unclear goals, and insufficient motivation to excel) as well as the "paradigm shift" from classical mechanics to quantum mechanics. The framework is based on empirical investigations demonstrating that the patterns of reasoning, problem-solving, and self-monitoring difficulties in quantum mechanics bear a striking resemblance to those found in introductory classical mechanics. Examples from research in quantum mechanics and introductory classical mechanics are discussed to illustrate how the patterns of difficulties are analogous as students learn to unpack the respective principles and grasp the formalism in each knowledge domain during the development of expertise. Embracing such a framework and contemplating the parallels between the difficulties in these two knowledge domains can enable researchers to leverage the extensive literature for introductory physics education research to guide the design of teaching and learning tools for helping students develop expertise in quantum mechanics.
I. INTRODUCTIONA solid grasp of the fundamental principles of quantum physics is essential for many scientists and engineers. However, quantum physics is a technically difficult and abstract subject. The subject matter makes instruction quite challenging, and even capable students constantly struggle to develop expertise and master basic concepts.In order to help students develop expertise in quantum mechanics, one must first ask how experts compare to novices in terms of their knowledge structure and their problem-solving, reasoning, and metacognitive skills. According to Sternberg [1], some of the characteristics of an expert in any field include: 1) having a large and well organized knowledge structure about the domain; 2) spending more time in determining how to represent problems than searching for a problem strategy (i.e., more time spent analyzing the problem before implementing the solution); 3) working forward from the given information in the problem and implementing strategies to find the unknowns; 4) developing representations of problems based on deep, structural similarities between problems; 5) efficient problemsolving; when under time constraints, experts solve problems more quickly than novices, and 6) accurately predicting the difficulty in sol...