  We analyze the effect of quenched disorder on spin-1/2 quantum magnets in
which magnetic frustration promotes the formation of local singlets. Our
results include a theory for 2d valence-bond solids subject to weak bond
randomness, as well as extensions to stronger disorder regimes where we make
connections with quantum spin liquids. We find, on various lattices, that the
destruction of a valence-bond solid phase by weak quenched disorder leads
inevitably to the nucleation of topological defects carrying spin-1/2 moments.
This renormalizes the lattice into a strongly random spin network with
interesting low-energy excitations. Similarly when short-ranged valence bonds
would be pinned by stronger disorder, we find that this putative glass is
unstable to defects that carry spin-1/2 magnetic moments, and whose residual
interactions decide the ultimate low energy fate. Motivated by these results we
conjecture Lieb-Schultz-Mattis-like restrictions on ground states for
disordered magnets with spin-1/2 per statistical unit cell. These conjectures
are supported by an argument for 1d spin chains. We apply insights from this
study to the phenomenology of YbMgGaO$_4$, a recently discovered triangular
lattice spin-1/2 insulator which was proposed to be a quantum spin liquid. We
instead explore a description based on the present theory. Experimental
signatures, including unusual specific heat, thermal conductivity, and
dynamical structure factor, and their behavior in a magnetic field, are
predicted from the theory, and compare favorably with existing measurements on
YbMgGaO$_4$ and related materials.
