Jim Worthey,
                        Lighting and Color Research
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Question: What is the Fundamental Metamer?

Fundamental Metamer Defined and Explained

The idea of the Fundamental Metamer, was of course well explained by Jozef Cohen himself1. However, if one's goal is to graph a few color vectors, and the orthonormal basis
Ω
is used, then the fundamental metamer can be bypassed. It is not a necessary step in the calculation. My goal here is to retrace a few of Cohen's steps and show the fundamental metamer's importance.

Recall the broad problem that Cohen wanted to solve. Consider this figure,

VectorialFig1_mini.png
This is a mini version of Fig. 1 in the Vectorial Color manuscript. At upper left is a set of color-matching data as they might appear an experiment, and next comes human cone sensitivities. Then the familiar x-bar, y-bar, and z-bar are displayed, and the last graph shows a set of opponent-color functions.
which is a miniature of Fig. 1 in the Vectorial Color manuscript. There are 4 sets of three functions can be used as color matching functions, or CMFs. The first set, at upper left, are the closest to true CMFs, meaning data from a matching experiment. But any of the sets can be used to test color matches. Let any one set of 3 CMFs be the columns of a matrix A, and let |L1and |L2 be column vectors representing the spectra of two lights. Then the lights match for the 2-degree observer if
AT |L1〉 = AT |L2〉    .                (1)
If Eq. (1) is true when A is one of the sets of functions, then it will also be true for A equal to any of the other three sets. Notice that AT |L1 is a 3-vector, so Eq. (1) is a comparison of 3-vectors. The actual 3-vectors will be different, depending on which functions are used for A. The set of CMFs is chosen arbitrarily, leading to arbitrary 3-vectors.

In short, the facts of color matching are well known, but are presented in a way that is subject to arbitrary transformation. Cohen sought a presentation that would be less arbitrary. We can't know what false starts he may have made, but what he found was a methodology in which any set of CMFs
A can be used, but when the comparison is made, analogous to Eq. (1), the algebraic entities that are compared are not arbitrary. The fundamental metamer of L1 is compared to the fundamental metamer of L2 , and those are non-aribitrary. That is, they do not depend on which matrix A was used. Of course, Cohen was not saying that A for the 2-degree observer is equivalent to A for the 10-degree observer, or A for a Nikon camera. But the graphs above remind us that for a given observer, a representation A is subject to transformation. The fundamental metamer is not changed by a transformation of A.

It is not my purpose here to review all the algebra. One may recall briefly that for a light
L1, its fundamental metamer L*1 can be found by
L*1 = R L1       ,         (2)
and projection matrix R is invariant with respect to the transformation of A. Therefore, L*1 is also invariant.



References
1. Jozef B. Cohen and William E. Kappauf, “Metameric color stimuli, fundamental metamers, and Wyszecki’s metameric blacks,” Am. J. Psych. 95(4):537-564 (1982). [Phrase “fundamental metamer” is introduced on p. 2 = p. 538.]

Jozef B. Cohen and William E. Kappauf, “Color mixture and fundamental metamers: Theory, algebra, geometry, application,” Am. J. Psych. 98(2):171-259, Summer 1985.

Jozef B. Cohen, Visual Color and Color Mixture: The Fundamental Color Space, University of Illinois Press, Champaign, Illinois, 2000.

Proof that R Is Invariant
To begin one may ask "With respect to what is R invariant?" Consider this miniature version of Fig. 1 in the Vectorial Color manuscript (or article):

VectorialFig1_mini.png
This is a mini version of Fig. 1 in the Vectorial Color manuscript. At upper left is a set of color-matching data as they might appear an experiment, and next comes human cone sensitivities. Then the familiar x-bar, y-bar, and z-bar are displayed, and the last graph shows a set of opponent-color functions.

The four graphs look dissimilar, but are related. If they are used as color-matching functions, all 4 sets of functions predict the same color matches. The fictitious experimental data, the cone sensitivities, and the opponent functions were all computed by adding and subtracting the CIE's three functions. Each set of functions is a linear combination of any other set.

In short, the facts of color matching have alternate representations. That is not a new idea, but part of our legacy of well-known color science from the 19th and 20th centuries. Cohen discovered something new, that projection Matrix R comes out the same, no matter which set of color matching functions is chosen as a starting point1.

Matrix Theorems: We'll need a couple theorems about matrices. The prime symbol, ', denotes matrix transpose.

In Eq. (2) and (3), matrices A, B, C must be square and the inverses must exist. In Eq. (1), A and B need not be square, but must be conformable for multiplication.

Invariance of R: Now suppose that the columns of A are a set of color matching functions, such as the cone sensitivities. Let X be an invertible square matrix that transforms A to a different set of CMFs.
If A is the given set of CMFs, then
R = A(A'A)−1A'      .             (4)

If the CMFs are AX, then
R = AX[(AX)'(AX)]−1(AX)'      .             (5)

R = AX[X'A'AX]−1X'A'      .             (6)
Apply Eq. (3) :
R = AXX−1(A'A)−1X'−1X'A'      .             (7)

R = A(A'A)−1A'      .             (7)

Eq. (7) is the same as Eq. (4), therefore R is invariant.

1. Jozef B. Cohen and William E. Kappauf, “Metameric color stimuli, fundamental metamers, and Wyszecki’s metameric blacks,” Am. J. Psych. 95(4):537-564 (1982).

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