In short
The state of a single electron in an atom is specified by four quantum numbers:
| Symbol | Name | Allowed values | What it fixes |
|---|---|---|---|
| n | Principal | 1, 2, 3, \ldots | Energy (roughly -13.6Z^2/n^2 eV) and average size of the orbital |
| \ell | Orbital angular momentum | 0, 1, 2, \ldots, n-1 | Magnitude \sqrt{\ell(\ell+1)}\hbar and shape of the orbital (s, p, d, f) |
| m_\ell | Magnetic | -\ell, -\ell+1, \ldots, +\ell | z-component of angular momentum, m_\ell\hbar — orientation in space |
| m_s | Spin | +\tfrac{1}{2} or -\tfrac{1}{2} | Intrinsic spin projection, m_s\hbar |
For each n there are n^2 orbitals (\ell = 0, \ldots, n-1 times m_\ell = -\ell, \ldots, +\ell). With spin that doubles to 2n^2 possible single-electron states.
The Pauli exclusion principle says no two electrons in the same atom can share all four quantum numbers. This single rule — combined with the fact that electrons fill lowest-energy states first — generates the entire structure of the periodic table: why noble gases are inert (closed shells), why alkali metals are reactive (one electron outside a closed shell), why transition metals are colourful (partially filled d-orbitals), why iron is magnetic (unpaired electrons), and why you can write chemistry exam answers about "1s^2 2s^2 2p^6".
Connection to Bohr. Bohr's principal quantum number n is still there — it determines the energy in a hydrogen-like atom. But Bohr's single number is only the tip of the iceberg. The other three quantum numbers were invisible in the Bohr picture because a circular orbit has no "shape" (fixed \ell), no "orientation" (fixed m_\ell), and Bohr did not know about spin.
A periodic table is pinned to the back wall of every Class-11 chemistry classroom in India. It has a particular shape — two columns on the left, a block of ten columns in the middle, six columns on the right, and a separate two-row strip of fourteen elements at the bottom. If you asked your chemistry teacher why the table has exactly that shape — why exactly 2 in the first row, 8 in the second, 8 in the third, 18 in the fourth — you probably got an answer that used the words "shells" and "subshells" without telling you where the numbers 2, 8, 18 come from.
They come from quantum mechanics. More specifically, they come from a set of four integers called quantum numbers and one rule called the Pauli exclusion principle. Together those five things determine, with no adjustable parameters, that hydrogen has one electron, helium has two, lithium has three, that helium is inert and lithium is explosive, that the second row holds 8 elements and the fourth holds 18, and that iron has unpaired electrons and is magnetic. Every question you were ever told to "just memorise" in school chemistry has an answer in the quantum numbers.
This article gives them to you. Start with where Bohr's n came from, see why it is not enough, and work out how three more numbers — \ell, m_\ell, m_s — fall out of the full quantum-mechanical analysis.
What Bohr missed
The Bohr model quantised angular momentum via L = n\hbar, producing the ladder of energies
It fit the hydrogen spectrum beautifully. But even for hydrogen, two observations told physicists something was missing.
Observation 1: spectral lines are split. Look at the Balmer H-\alpha line with a high-resolution spectrograph. What looked like a single line at 656.3 nm is actually two lines, separated by about 0.016 nm. The single n = 3 level is not one state — it is several states with slightly different energies. Bohr's picture had no way to produce this splitting.
Observation 2: magnetic field splitting (Zeeman effect). Put a discharge tube in a magnetic field. Each spectral line splits into several lines whose separation is proportional to the field strength. In Bohr's picture, a single circular orbit can point in any direction in space, so all orientations should have the same energy — no splitting. But the observed splitting is discrete: the line splits into three (or five, or seven) components, never a continuous spread.
Both observations point to the same conclusion: the n-th Bohr level is not a single state. It is a bundle of several states, which happen to have (almost) the same energy in the absence of external fields but reveal themselves under high resolution or external perturbation.
The full answer came from solving the Schrödinger equation for the hydrogen atom. The result: for each n there are not one but 2n^2 independent single-electron states, labelled by three more integers in addition to n. Those three numbers are \ell, m_\ell, and m_s.
The principal quantum number n
The first of the four quantum numbers is the old friend from Bohr.
n sets the energy of the level for a hydrogen-like atom:
And n sets the average distance of the electron from the nucleus. In the full quantum picture, an electron does not orbit at a fixed radius; it is a cloud with a probability distribution. But the mean radius scales exactly as Bohr predicted:
Shell is the old chemistry name for a fixed n. The n = 1 shell is called the K-shell, n = 2 the L-shell, n = 3 the M-shell, and so on. The letter sequence K, L, M, N, O, \ldots is a historical convention from X-ray spectroscopy.
The angular momentum quantum number \ell
Bohr assumed the electron orbits on a flat circle. The Schrödinger equation does not — it is a 3D differential equation, and solutions in 3D come in many more flavours than circles.
In 3D, angular momentum is a vector: \vec L = \vec r \times \vec p. Its magnitude squared |\vec L|^2 and its z-component L_z are separately quantised, and the quantisation rules are:
The integer \ell is the orbital angular momentum quantum number (or "azimuthal quantum number" in old textbooks). For a given n, the allowed values are
Why this range: the solution to the radial Schrödinger equation for hydrogen only gives a normalisable wavefunction when \ell < n. There is a finite number of angular "modes" that fit inside the n-th radial mode. This is analogous to how a drum head of a given radius supports only a finite number of vibrational patterns at each radial frequency.
So for n = 1: only \ell = 0. For n = 2: \ell = 0 and \ell = 1. For n = 3: \ell = 0, 1, 2. For n = 4: \ell = 0, 1, 2, 3. And so on.
Each value of \ell has a traditional letter name from the early spectroscopy literature (the letters are short for "sharp", "principal", "diffuse", "fundamental" — properties of the spectral lines). After f, it just goes alphabetically.
| \ell | Letter | Shape |
|---|---|---|
| 0 | s | spherical (no angular nodes) |
| 1 | p | two lobes along an axis (one angular node) |
| 2 | d | four-lobed cloverleaf (two angular nodes) |
| 3 | f | complex eight-lobe pattern (three angular nodes) |
A combination of n and \ell is called a subshell. The n = 2, \ell = 0 subshell is "2s". The n = 3, \ell = 1 subshell is "3p". The combinations you will see in school chemistry: 1s, 2s, 2p, 3s, 3p, 3d, 4s, 4p, 4d, 4f — these are the fundamental categories into which electrons are organised.
The magnetic quantum number m_\ell
For a given \ell, the angular momentum vector \vec L can point in different directions. But not any direction — the z-component is quantised:
There are 2\ell + 1 allowed values of m_\ell.
Why this range: the wavefunction must be single-valued as you walk around the z-axis. This boundary condition forces the angular factor to be of the form e^{im_\ell\phi} with m_\ell an integer. And |L_z| cannot exceed the magnitude of \vec L, so |m_\ell| \leq \ell.
For an s-orbital (\ell = 0): only m_\ell = 0. Just one orientation (trivially — a sphere has no orientation).
For a p-orbital (\ell = 1): m_\ell = -1, 0, +1. Three distinct orientations — the p_x, p_y, p_z orbitals you learn in chemistry.
For a d-orbital (\ell = 2): m_\ell = -2, -1, 0, +1, +2. Five orientations — d_{xy}, d_{yz}, d_{zx}, d_{x^2-y^2}, d_{z^2} in the chemistry notation.
For an f-orbital (\ell = 3): seven orientations.
The reason m_\ell is called the "magnetic" quantum number: in a magnetic field \vec B along z, the energy of an orbital shifts by
where \mu_B = e\hbar/(2m_e) = 9.274\times 10^{-24} J/T is the Bohr magneton. Different m_\ell values shift by different amounts — the Zeeman effect. The quantum number m_\ell was invisible until the Zeeman measurement forced it out.
The spin quantum number m_s
Here is an observation that the Schrödinger equation for a three-dimensional charged particle orbiting a proton does not explain: even with zero orbital angular momentum (\ell = 0), an electron has an intrinsic magnetic moment of magnitude \mu_B. Stern and Gerlach in 1922 showed this directly — a beam of silver atoms (whose only valence electron is in a 5s orbital, so \ell = 0) passed through a non-uniform magnetic field split into two beams, not one. The electron carries its own angular momentum, independent of orbital motion.
The extra angular momentum is called spin. It is quantised like the orbital angular momentum, with a total-spin quantum number s = 1/2 and projection quantum number
The corresponding z-component of spin angular momentum is S_z = m_s\hbar = \pm\hbar/2.
Spin is a fundamentally quantum property. It is not an electron "spinning on its axis" — treating an electron as a classical sphere spinning fast enough to produce \hbar/2 of angular momentum requires surface speeds greater than the speed of light. Spin is intrinsic to the particle, like charge. You do not derive it from classical pictures; it falls out of the Dirac equation (the relativistic quantum equation of the electron). In non-relativistic quantum mechanics you simply postulate it.
An electron with m_s = +1/2 is called "spin up"; with m_s = -1/2, "spin down". A conventional arrow notation is ↑ and ↓.
Adding spin doubles the number of states: for every (n, \ell, m_\ell) combination, there are two spin states. So in total, an atom has 2n^2 single-electron states per shell.
| Shell | n | Subshells | # orbitals | # states (with spin) |
|---|---|---|---|---|
| K | 1 | 1s | 1 | 2 |
| L | 2 | 2s, 2p | 1 + 3 = 4 | 8 |
| M | 3 | 3s, 3p, 3d | 1 + 3 + 5 = 9 | 18 |
| N | 4 | 4s, 4p, 4d, 4f | 1 + 3 + 5 + 7 = 16 | 32 |
Those numbers — 2, 8, 18, 32 — are exactly the lengths of the rows of the periodic table (with some rearrangement due to which subshells are at what energy). The periodic table is, at heart, a list of the quantum states of a hydrogen-like atom, filled one electron at a time.
Explore the quantum numbers
Drag the three sliders below to pick (n, \ell, m_\ell). The allowed ranges update automatically — \ell cannot exceed n - 1, m_\ell cannot exceed \ell in magnitude. Read off the shape (s/p/d/f) and the number of states in the current subshell.
The Pauli exclusion principle
Here is the rule that ties everything together. Wolfgang Pauli proposed it in 1925:
No two electrons in the same atom can have the same set of four quantum numbers (n, \ell, m_\ell, m_s).
Equivalently: every orbital (n, \ell, m_\ell) can hold at most two electrons, and they must have opposite spins.
Why: the deep reason is that electrons are fermions — their wavefunction must be antisymmetric under exchange of two particles, which forces the two-electron wavefunction to vanish if they are in the same single-particle state. This is a theorem (the spin-statistics theorem) in relativistic quantum field theory. In school physics, you take the Pauli principle as a postulate; in the full theory, it is derived.
The Pauli principle turns a list of available quantum states into a filling order. Start with the one-electron ground state (n = 1, \ell = 0, m_\ell = 0, m_s = +1/2). Add a second electron: n = 1, \ell = 0, m_\ell = 0, m_s = -1/2. Now the 1s orbital is full. A third electron cannot go into 1s (all four slots — actually just the two spin slots — are taken). It must go into the next available orbital, which is 2s.
This is the Aufbau principle ("aufbau" is German for "building up"): fill the lowest-energy orbitals first, subject to Pauli. The rough ordering of subshell energies (for neutral atoms) is
Notice that 4s is below 3d (which is why potassium and calcium fill 4s before 3d), and 5s below 4d. This ordering is called the Madelung rule and comes from the way shielding by inner electrons shifts the energies from the pure -13.6/n^2 pattern.
Building the periodic table, one element at a time
- Hydrogen (Z = 1): 1 electron. Configuration 1s^1. One electron in 1s.
- Helium (Z = 2): 2 electrons. Configuration 1s^2. Both spin slots of 1s are filled. The n = 1 shell is complete. Helium is inert because it has a complete shell.
- Lithium (Z = 3): 1s^2 2s^1. The third electron is forced into the much more loosely bound 2s. Lithium has one unpaired electron outside a closed shell, which is why it is highly reactive — that outer electron is easy to give up.
- Carbon (Z = 6): 1s^2 2s^2 2p^2. The two 2p electrons go into different m_\ell orbitals (Hund's rule — see below) with parallel spins.
- Neon (Z = 10): 1s^2 2s^2 2p^6. The n = 2 shell is complete. Neon is inert.
- Sodium (Z = 11): 1s^2 2s^2 2p^6 3s^1. One electron outside a full shell — and sodium is explosively reactive, for the same reason lithium is.
Follow this pattern all the way up and you generate the entire periodic table. The length of each row (2, 8, 8, 18, 18, 32) is the number of electrons needed to fill all subshells whose energies lie between two consecutive ns fillings. Every column is a family of atoms with the same outer-shell electron configuration — and therefore similar chemistry.
Hund's rule
When filling a subshell with several degenerate orbitals (like the three p-orbitals, all at the same energy in an isolated atom), Hund's rule says electrons first occupy different orbitals with parallel spins, and only pair up after each orbital has one electron. Iron (Z = 26) has the configuration [Ar]\ 3d^6\ 4s^2. Of the six 3d electrons, five fill all five 3d orbitals with parallel spins; the sixth must pair up. That leaves 4 unpaired electrons in iron, which is why iron is ferromagnetic: those unpaired spins line up with each other inside iron's crystal lattice, producing macroscopic magnetisation. The magnets stuck to your fridge in Jaipur or Bengaluru work because of the Pauli principle plus Hund's rule.
Spin and NMR — real-world chemistry
Spin is not an abstraction — it is measured directly, every day, in NMR (Nuclear Magnetic Resonance) machines at AIIMS hospitals and in university chemistry departments throughout India. The physics is:
- A proton (like an electron) has spin 1/2, so m_s = \pm 1/2 with S_z = \pm\hbar/2.
- Place a proton in a strong magnetic field B (typically 1.5 T in medical scanners). The two spin states split in energy by \Delta E = g_p\mu_N B, where \mu_N = e\hbar/(2m_p) is the nuclear magneton and g_p \approx 5.586 is the proton g-factor.
- Shine radio-frequency electromagnetic radiation of frequency f = \Delta E/h at the sample. Protons in the low state absorb and flip to the high state. The absorption is detected — that is the NMR signal.
The splitting is tiny compared to atomic transitions (MHz, not eV), but readily detectable. Chemists use it to identify functional groups in organic molecules; doctors use it (as MRI) to image soft tissues. Every MRI scan you see on a hospital noticeboard is a map of the density and environment of proton spins in water and fat. It works only because protons have spin quantised as m_s = \pm 1/2.
Worked examples
Example 1: Count states in the $n = 3$ shell
How many distinct single-electron quantum states are there in the n = 3 shell of any hydrogen-like atom?
Step 1. For n = 3, the allowed \ell values are 0, 1, 2.
Why: the rule is \ell = 0, 1, \ldots, n - 1, so \ell runs up to n - 1 = 2.
Step 2. For each \ell, count the orbitals (values of m_\ell):
- \ell = 0 (3s): m_\ell = 0 only. 1 orbital.
- \ell = 1 (3p): m_\ell = -1, 0, +1. 3 orbitals.
- \ell = 2 (3d): m_\ell = -2, -1, 0, +1, +2. 5 orbitals.
Why: the rule is m_\ell = -\ell, \ldots, +\ell, which is 2\ell + 1 values. For \ell = 0: 1. For \ell = 1: 3. For \ell = 2: 5.
Step 3. Total number of orbitals: 1 + 3 + 5 = 9. Check: this should equal n^2 = 9. ✓
Why: the sum \sum_{\ell=0}^{n-1} (2\ell + 1) = n^2 is a standard algebraic identity (it's the sum of the first n odd numbers). Every shell has exactly n^2 orbitals.
Step 4. Each orbital holds 2 electrons (one spin up, one spin down), so total states = 2n^2 = 18.
Result: 18 distinct single-electron quantum states in the n = 3 shell.
What this shows: The n^2 scaling of the number of orbitals per shell — together with the factor of 2 for spin — gives the famous sequence 2, 8, 18, 32. This is why the third row of the periodic table (sodium to argon) contains 8 elements: the 3s + 3p subshells together hold 8 electrons. The 3d electrons go later, and that is why the fourth row is longer.
Example 2: Which of these quantum-number sets are allowed?
For each of the following sets of (n, \ell, m_\ell, m_s), decide whether the state is allowed by the rules \ell \leq n - 1, |m_\ell| \leq \ell, m_s = \pm 1/2. If not, say which rule is violated.
a. (2, 1, 0, +1/2) b. (3, 3, 0, +1/2) c. (4, 2, -3, -1/2) d. (1, 0, 0, 0) e. (5, 0, 0, -1/2)
Analysis.
a. n = 2, \ell = 1: \ell = 1 \leq n - 1 = 1 ✓. m_\ell = 0: |m_\ell| \leq \ell = 1 ✓. m_s = +1/2 ✓. Allowed. This is a 2p orbital with m_\ell = 0 (the p_z orbital) and spin up.
b. n = 3, \ell = 3: but \ell \leq n - 1 = 2 is required. Forbidden: \ell too large.
Why: there is no "3f" subshell. f requires \ell = 3, which needs n \geq 4. The first f-subshell is 4f.
c. n = 4, \ell = 2, m_\ell = -3: but |m_\ell| \leq \ell = 2. Forbidden: m_\ell too negative.
Why: for \ell = 2, the five allowed m_\ell values are -2, -1, 0, +1, +2. m_\ell = -3 does not exist.
d. n = 1, \ell = 0, m_\ell = 0, m_s = 0: but m_s must be +1/2 or -1/2. Forbidden: m_s must be \pm 1/2.
Why: an electron has spin 1/2 — there is no "spin zero" for an electron. Spin is never zero.
e. n = 5, \ell = 0, m_\ell = 0, m_s = -1/2. All rules satisfied. Allowed. A 5s orbital, spin down.
Result: (a) and (e) are allowed. (b), (c), and (d) violate the quantum-number rules.
What this shows: The rules are strict, but memorable. \ell < n is the orbital-shape-fits-inside-shell rule; |m_\ell| \leq \ell is the projection-can't-exceed-magnitude rule; m_s = \pm 1/2 is the electron-has-spin-half rule. Every JEE question on quantum numbers reduces to checking these three constraints.
Example 3: Ground-state configuration of oxygen
Write the electronic configuration of oxygen (Z = 8) and determine the number of unpaired electrons using Hund's rule.
Step 1. Oxygen has Z = 8, so 8 electrons.
Step 2. Fill from lowest energy: 1s first (2 electrons), then 2s (2 more), then 2p (the remaining 4).
Why: the Aufbau ordering for light elements is simply 1s < 2s < 2p < 3s < \ldots. All 4 remaining electrons fit inside 2p because 2p holds 6 in total.
Step 3. Distribute the four 2p electrons among the three 2p orbitals (m_\ell = -1, 0, +1) using Hund's rule.
- 1st 2p electron: m_\ell = -1, spin up.
- 2nd: m_\ell = 0, spin up (parallel to 1st — Hund).
- 3rd: m_\ell = +1, spin up.
- 4th: nowhere to go with parallel spin, so it pairs up in m_\ell = -1, spin down.
Why: Hund's rule says maximise the total spin first — put electrons singly into separate orbitals with parallel spins before doubling up. The 4th electron has no empty orbital available so it pairs with the first.
Step 4. Count unpaired electrons. The first m_\ell = -1 orbital has \uparrow\downarrow (paired). The m_\ell = 0 and m_\ell = +1 orbitals each have a single \uparrow. Total unpaired: 2.
Why: unpaired electrons give an atom a net magnetic moment and make it paramagnetic — it is attracted to a magnet, but only weakly (much less strongly than iron, which is ferromagnetic).
Result: Oxygen ground state: 1s^2 2s^2 2p^4. Two unpaired electrons.
What this shows: The seemingly dry rules of quantum numbers (ranges of \ell and m_\ell) plus Hund's rule completely determine the spin structure of the oxygen atom. This spin structure is measurable — liquid oxygen, sprayed between the poles of a strong magnet, clings to the magnet. That is a Class-12 chemistry-lab demonstration you can look up on YouTube. The physics behind it is the rules you just applied.
Common confusions
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"Electrons literally spin on their axes." No. Spin is intrinsic angular momentum — a quantum property of the electron that behaves mathematically like angular momentum but has no classical "spinning" interpretation. Don't picture a tiny rotating ball. Picture a label that says "+1/2" or "−1/2" attached to each electron.
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"Shell, subshell, and orbital are the same thing." They are not. A shell is all states with the same n. A subshell is all states with the same (n, \ell). An orbital is one specific (n, \ell, m_\ell) — a single spatial wavefunction that can hold up to 2 electrons (opposite spins). Example: n = 2 is one shell, which contains two subshells (2s and 2p), which contain 4 orbitals in total (2s: 1, 2p: 3).
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"Why is \ell = n not allowed?" The radial Schrödinger equation has normalisable solutions only when the radial quantum number n_r = n - \ell - 1 \geq 0, i.e. \ell \leq n - 1. Setting \ell = n would require a radial wavefunction with no oscillations and no decay — mathematically, the only solution to that boundary condition is the zero function, which isn't a physical state.
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"Pauli exclusion only applies to electrons." It applies to all fermions — half-integer-spin particles. Protons, neutrons, and electrons are all fermions. The reason neutron stars are stable against gravitational collapse is Pauli exclusion among neutrons: two neutrons cannot occupy the same quantum state, and the resulting "degeneracy pressure" supports the star against its own gravity. Bosons (integer spin — photons, gluons, and helium-4 atoms under the right conditions) do not obey Pauli exclusion and can pile up arbitrarily many into the same quantum state — which is why you can have things like Bose-Einstein condensates and laser beams.
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"The four quantum numbers are specific to hydrogen." The rules \ell \leq n-1, |m_\ell| \leq \ell, m_s = \pm 1/2 are specific to one electron in a central potential. For multi-electron atoms, those labels are approximate — the true energy eigenstates are combinations of products of single-electron orbitals, and strictly speaking neither \ell nor m_\ell for individual electrons is exactly conserved. But the approximation is so good (for ground states and low excitations) that chemists work with these labels every day. JEE and NCERT use them exclusively.
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"Spin is magic." It is not magic; it is required. Once you demand a quantum theory consistent with special relativity, Dirac's equation falls out — and solutions to Dirac's equation for a single free particle naturally have four components, two of which correspond to particles (electron) of spin up and spin down, and the other two to antiparticles (positron). Spin is the shadow in non-relativistic quantum mechanics of a structure that is built into relativistic quantum mechanics from the start.
If you came here to understand what the four quantum numbers are and how they build the periodic table, stop here — you have it. What follows is the mathematical underpinning from the Schrödinger equation, the connection to orbital shapes, and the fine-structure corrections that further split the energy levels.
Where n, \ell, and m_\ell come from — the Schrödinger equation
The time-independent Schrödinger equation for an electron in a Coulomb potential is
In spherical coordinates the Laplacian separates: \psi(r,\theta,\phi) = R(r)\,Y_{\ell m_\ell}(\theta,\phi).
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The angular part Y_{\ell m_\ell} is a spherical harmonic. These are the eigenfunctions of the angular momentum operators \hat L^2 and \hat L_z, with eigenvalues \ell(\ell+1)\hbar^2 and m_\ell\hbar. The requirement that Y be single-valued and finite on the sphere forces \ell to be a non-negative integer and |m_\ell| \leq \ell. These constraints come from solving the angular part alone — no Coulomb force needed.
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The radial part R(r) satisfies a 1D equation with an effective potential that includes a centrifugal term \ell(\ell+1)\hbar^2/(2m_e r^2). The normalisable solutions are associated Laguerre polynomials times a decaying exponential, and they exist only when \ell \leq n - 1. The energies come out at
— exactly Bohr's formula, but now derived mathematically with n arising as the "radial + angular" count, not as an ad hoc quantisation of angular momentum.
Key observation: the energy depends only on n, not on \ell or m_\ell. This is a special feature of the Coulomb potential (a "coincidence" attributed to an extra hidden symmetry called the Runge-Lenz symmetry, which in the hydrogen case is generated by the Runge-Lenz vector \vec A = \vec p \times \vec L - m_e ke^2 \hat r). In any other central potential (like the effective potential in multi-electron atoms), different \ell sub-shells within a given n have different energies — and that is why the periodic table is arranged the way it is, not the way a strict 1/n^2 ordering would predict.
Degeneracy
The number of states with the same energy is called the degeneracy of the level. For hydrogen:
The factor n^2 comes from the (n, \ell, m_\ell) count; the factor 2 comes from spin. In multi-electron atoms, the spin-orbit interaction and electron-electron repulsion partially lift this degeneracy — which is why the spectra of multi-electron atoms are so much richer than hydrogen's.
Fine structure
The Bohr-Schrödinger energies above are accurate to about 10^{-4}. Corrections of order \alpha^2 \approx 5\times 10^{-5} come from:
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Relativistic kinetic energy. E_k = \sqrt{(pc)^2 + (m_ec^2)^2} - m_ec^2 \neq p^2/2m_e exactly. The leading correction is -p^4/(8m_e^3 c^2).
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Spin-orbit coupling. The electron's spin interacts with the magnetic field it experiences in its own rest frame (caused by the proton moving around it). The coupling is H_{SO} \propto \vec L\cdot\vec S, with strength proportional to \alpha^2 E_n.
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Darwin term. A relativistic correction that affects only s-states, coming from the Zitterbewegung of the Dirac electron.
Adding these gives the Dirac fine-structure formula:
where j = \ell \pm 1/2 is the total-angular-momentum quantum number (orbital + spin).
For hydrogen's H-alpha line, fine structure splits the n = 3 \to 2 transition into a doublet at 656.272 and 656.288 nm — the tiny doublet that high-resolution spectrographs detect.
The Zeeman and Stark effects
Zeeman effect. In an external magnetic field \vec B (say along z), each level with quantum number m_\ell gains energy m_\ell\mu_B B (ignoring spin, "normal" Zeeman effect). A level with 2\ell + 1 values of m_\ell splits into 2\ell + 1 sublevels. Including spin, the shift becomes g\mu_B B\cdot m_j where g is the Landé g-factor — "anomalous" Zeeman.
Stark effect. In an external electric field \vec E, hydrogen levels split linearly in E (linear Stark effect), and atoms with inversion-symmetric ground states (most others) split quadratically. The linear Stark effect in hydrogen is why hydrogen's wave functions are not eigenstates of parity in the presence of a field — the 2s and 2p states are mixed by even a weak field.
Pauli's theorem and the spin-statistics connection
Why does Pauli exclusion hold for fermions but not bosons? The deep answer is the spin-statistics theorem in relativistic quantum field theory (Pauli himself, 1940): particles with half-integer spin must have antisymmetric wavefunctions (fermions); particles with integer spin must have symmetric wavefunctions (bosons). Antisymmetry forces the wavefunction to vanish if two particles share a state. Symmetry does not — bosons can pile up.
The proof uses Lorentz invariance plus the requirement that the vacuum be stable (positive energies for all physical states). Break either assumption and the theorem fails; but relativistic quantum field theory with stable vacuum always yields fermions obeying Pauli and bosons not. It is one of the most important theorems in physics and one you don't meet explicitly in school — but you use its consequences every time you write 1s^2 and say "two electrons, opposite spins".
Beyond four quantum numbers
Heavy atoms need extensions. In relativistic quantum mechanics, \ell and s do not separately commute with the Hamiltonian — only their combination j = \ell + s does. The right quantum numbers become (n, j, m_j) with spin already included via j. This is the jj coupling scheme, used for heavy atoms like uranium. For medium atoms (carbon through argon), the LS coupling scheme (using separate L and S totals and combining at the end to J) is a better approximation. For very heavy atoms, intermediate coupling is the right approach. All of this sits on top of the basic four quantum numbers — they are the ground floor on which the rest is built.
Correspondence with orbitals in chemistry
The orbitals chemists draw (p_x, p_y, p_z; d_{xy}, d_{xz}, d_{yz}, d_{x^2 - y^2}, d_{z^2}) are real linear combinations of the complex spherical harmonics (which are labelled by m_\ell). The complex Y_{1,\pm 1} and Y_{1,0} can be combined into three real functions that point along the three Cartesian axes. Either basis (complex m_\ell labels, or real x,y,z labels) spans the same subshell — the real-orbital basis is more intuitive for bonding diagrams; the complex-orbital basis is more natural for atoms in magnetic fields. They are equally correct.
Experimental direct access
The entire quantum-number picture can be verified experimentally with modern tools:
- Scanning tunnelling microscopy (STM) can image the lobed structure of atomic orbitals on surfaces. The d_{z^2} and d_{xy} orbitals of a cobalt atom, say, on a copper surface can literally be photographed.
- Angle-resolved photoemission spectroscopy (ARPES) directly measures the energy as a function of wave-vector, letting experimentalists map out the shapes of electron bands in solids.
- NMR measures nuclear spin-flip transitions one quantum number at a time.
So the four quantum numbers are not just a bookkeeping convenience — they are measured properties of real atoms, accessible to modern experimental physics.
Where this leads next
- Hydrogen spectrum and spectral series — the transitions between levels labelled by n and the wavelengths they emit.
- Bohr's model of the hydrogen atom — the first successful quantisation of the hydrogen atom, which gave only the principal quantum number.
- de Broglie hypothesis — the matter-wave picture that makes the standing-wave quantisation conditions natural.
- X-rays — production and properties — transitions involving inner-shell (K, L) electrons in heavy atoms, whose energies scale as Z^2.
- The nucleus — composition and size — the next layer of structure, where quantum numbers again classify proton and neutron states.
- Photoelectric effect — photon absorption by bound electrons, where the full set of quantum numbers determines selection rules.