Continuing in the spirit of Theorem 3 of the preceding section, we investigate conditions under which various algebraic combinations of projections are themselves projections.
Theorem 1. We assume that \(E_{1}\) and \(E_{2}\) are projections on \(\mathcal{M}_{1}\) and \(\mathcal{M}_{2}\) along \(\mathcal{N}_{1}\) and \(\mathcal{N}_{2}\) respectively and that the underlying field of scalars is such that \(1+1 \neq 0\) . We make three assertions.
- \(E_{1}+E_{2}\) is a projection if and only if \(E_{1} E_{2}=E_{2} E_{1}=0\) ; if this condition is satisfied, then \(E=E_{1}+E_{2}\) is the projection on \(\mathcal{M}\) along \(\mathcal{N}\) , where \(\mathcal{M}=\mathcal{M}_{1} \oplus \mathcal{M}_{2}\) and \(\mathcal{N}=\mathcal{N}_{1} \cap \mathcal{N}_{2}\) .
- \(E_{1}-E_{2}\) is a projection if and only if \(E_{1} E_{2}=E_{2} E_{1}=E_{2}\) ; if this condition is satisfied, then \(E=E_{1}-E_{2}\) is the projection on \(\mathcal{M}\) along \(\mathcal{N}\) , where \(\mathcal{M}=\mathcal{M}_{1} \cap \mathcal{N}_{2}\) and \(\mathcal{N}=\mathcal{N}_{1} \oplus \mathcal{M}_{2}\) .
- If \(E_1E_2 = E_2E_1 = E\) , then \(E\) is the projection on \(\mathcal{M}\) along \(\mathcal{N}\) , where \(\mathcal{M} = \mathcal{M}_1 \cap \mathcal{M}_2\) and \(\mathcal{N} = \mathcal{N}_1 \cap \mathcal{N}_2\) .
Proof. We recall the notation. If \(\mathcal{H}\) and \(\mathcal{K}\) are subspaces, then \(\mathcal{H} + \mathcal{K}\) is the subspace spanned by \(\mathcal{H}\) and \(\mathcal{K}\) ; writing \(\mathcal{H} \oplus \mathcal{K}\) implies that \(\mathcal{H}\) and \(\mathcal{K}\) are disjoint, and then \(\mathcal{H} \oplus \mathcal{K} = \mathcal{H} + \mathcal{K}\) ; and \(\mathcal{H} \cap \mathcal{K}\) is the intersection of \(\mathcal{H}\) and \(\mathcal{K}\) .
- If \(E_{1}+E_{2}=E\) is a projection, then \[(E_{1}+E_{2})^{2}=E^{2}=E=E_{1}+E_{2},\] so that the cross-product terms must disappear: \[E_{1} E_{2}+E_{2} E_{1}=0. \tag{1}\] If we multiply (1) on both left and right by \(E_{1}\) , we obtain \begin{align} & E_{1} E_{2}+E_{1} E_{2} E_{1}=0, \\ & E_{1} E_{2} E_{1}+E_{2} E_{1}=0; \end{align} subtracting, we get \(E_{1} E_{2}-E_{2} E_{1}=0\) . Hence \(E_{1}\) and \(E_{2}\) are commutative, and (1) implies that their product is zero. (Here is where we need the assumption \(1+1 \neq 0\) .) Since, conversely, \(E_{1} E_{2}=E_{2} E_{1}=0\) clearly implies (1), we see that the condition is also sufficient to ensure that \(E\) be a projection.
Let us suppose, from now on, that \(E\) is a projection; by Section: Projections , Theorem 2, \(\mathcal{M}\) and \(\mathcal{N}\) are, respectively, the sets of all solutions of the equations \(E z=z\) and \(E z=0\) . Let us write \(z=x_{1}+y_{1}=x_{2}+y_{2}\) , where \(x_{1}=E_{1} z\) and \(x_{2}=E_{2} z\) are in \(\mathcal{M}_{1}\) and \(\mathcal{M}_{2}\) , respectively, and \(y_{1}=(1-E_{1}) z\) and \(y_{2}=(1-E_{2}) z\) are in \(\mathcal{N}_{1}\) and \(\mathcal{N}_{2}\) , respectively. If \(z\) is in \(\mathcal{M}\) , \(E_{1} z+E_{2} z=z\) , then \begin{align} z&=E_{1}(x_{2}+y_{2})+E_{2}(x_{1}+y_{1})\\ &=E_{1} y_{2}+E_{2} y_{1}. \end{align} Since \(E_{1}(E_{1} y_{2})=E_{1} y_{2}\) and \(E_{2}(E_{2} y_{1})=E_{2} y_{1}\) , we have exhibited \(z\) as a sum of a vector from \(\mathcal{M}_{1}\) and a vector from \(\mathcal{M}_{2}\) , so that \(\mathcal{M} \subset \mathcal{M}_{1}+\mathcal{M}_{2}\) . Conversely, if \(z\) is a sum of a vector from \(\mathcal{M}_{1}\) and a vector from \(\mathcal{M}_{2}\) , then \((E_{1}+E_{2}) z=z\) , so that \(z\) is in \(\mathcal{M}\) , and consequently \(\mathcal{M}=\mathcal{M}_{1}+\mathcal{M}_{2}\) . Finally, if \(z\) belongs to both \(\mathcal{M}_1\) and \(\mathcal{M}_{2}\) , so that \(E_{1} z=E_{2} z=z\) , then \[z=E_{1} z=E_{1}(E_{2} z)=0,\] so that \(\mathcal{M}_{1}\) and \(\mathcal{M}_{2}\) are disjoint; we have proved that \(\mathcal{M}=\mathcal{M}_{1} \oplus \mathcal{M}_{2}\) .
It remains to find \(\mathcal{N}\) , that is, to find all solutions of \(E_1z + E_2z = 0\) . If \(z\) is in \(\mathcal{N}_{1} \cap \mathcal{N}_{2}\) , this equation is clearly satisfied; conversely \(E_{1} z+E_{2} z=0\) implies (upon multiplication on the left by \(E_{1}\) and \(E_{2}\) respectively) that \(E_{1} z+E_{1} E_{2} z=0\) and \(E_{2} E_{1} z+E_{2} z=0\) . Since \(E_{1} E_{2} z=E_{2} E_{1} z=0\) for all \(z\) , we obtain finally \(E_{1} z=E_{2} z=0\) , so that \(z\) belongs to both \(\mathcal{N}_{1}\) and \(\mathcal{N}_{2}\) .
With the technique and the results obtained in this proof, the proofs of the remaining parts of the theorem are easy.
- According to Section: Projections , Theorem 3, \(E_{1}-E_{2}\) is a projection if and only if \[1-(E_{1}-E_{2})=(1-E_{1})+E_{2}\] is a projection. According to (i) this happens (since, of course, \(1-E_{1}\) is the projection on \(\mathcal{N}_{1}\) along \(\mathcal{M}_{1}\) ) if and only if \[(1-E_{1}) E_{2}=E_{2}(1-E_{1})=0, \tag{2}\] and in this case \((1-E_{1})+E_{2}\) is the projection on \(\mathcal{N}_{1} \oplus \mathcal{M}_{2}\) along \(\mathcal{M}_{1} \cap \mathcal{N}_{2}\) . Since (2) is equivalent to \(E_{1} E_{2}=E_{2} E_{1}=E_{2}\) , the proof of (ii) is complete.
- That \(E=E_{1} E_{2}=E_{2} E_{1}\) implies that \(E\) is a projection is clear, since \(E\) is idempotent. We assume, therefore, that \(E_{1}\) and \(E_{2}\) commute and we find \(\mathcal{M}\) and \(\mathcal{N}\) . If \(E z=z\) , then \[E_{1} z=E_{1} E z=E_{1} E_{1} E_{2} z=E_{1} E_{2} z=z,\] and similarly \(E_{2} z=z\) , so that \(z\) is contained in both \(\mathcal{M}_{1}\) and \(\mathcal{M}_{2}\) . The converse is clear; if \(E_{1} z=z=E_{2} z\) , then \(E z=z\) . Suppose next that \(E_{1} E_{2} z=0\) ; it follows that \(E_{2} z\) belongs to \(\mathcal{N}_{1}\) , and, from the commutativity of \(E_{1}\) and \(E_{2}\) , that \(E_{1} z\) belongs to \(\mathcal{N}_{2}\) . This is more symmetry than we need; since \(z=E_{2} z+(1-E_{2}) z\) , and since \((1-E_{2}) z\) is in \(\mathcal{N}_{2}\) , we have exhibited \(z\) as a sum of a vector from \(\mathcal{N}_{1}\) and a vector from \(\mathcal{N}_{2}\) . Conversely if \(z\) is such a sum, then \(E_{1} E_{2} z=0\) ; this concludes the proof that \(\mathcal{N}=\mathcal{N}_{1}+\mathcal{N}_{2}\) .
◻
We shall return to theorems of this type later, and we shall obtain, in certain cases, more precise results. Before leaving the subject, however, we call attention to a few minor peculiarities of the theorem of this section. We observe first that although in both (i) and (ii) one of \(\mathcal{M}\) and \(\mathcal{N}\) was a direct sum of the given subspaces, in (iii) we stated only that \(\mathcal{N}=\mathcal{N}_{1}+\mathcal{N}_{2}\) . Consideration of the possibility \(E_{1}=E_{2}=E\) shows that this is unavoidable. Also: the condition of (iii) was asserted to be sufficient only; it is possible to construct projections \(E_{1}\) and \(E_{2}\) whose product \(E_{1} E_{2}\) is a projection, but for which \(E_{1} E_{2}\) and \(E_{2} E_{1}\) are different. Finally, it may be conjectured that it is possible to extend the result of (i), by induction, to more than two summands. Although this is true, it is surprisingly non-trivial; we shall prove it later in a special case of interest.