4.27 Localization in categories
The basic idea of this section is given a category \mathcal{C} and a set of arrows S to construct a functor F : \mathcal{C} \to S^{-1}\mathcal{C} such that all elements of S become invertible in S^{-1}\mathcal{C} and such that F is universal among all functors with this property. References for this section are [Chapter I, Section 2, GZ] and [Chapter II, Section 2, Verdier].
Definition 4.27.1. Let \mathcal{C} be a category. A set of arrows S of \mathcal{C} is called a left multiplicative system if it has the following properties:
The identity of every object of \mathcal{C} is in S and the composition of two composable elements of S is in S.
Every solid diagram
\xymatrix{ X \ar[d]_ t \ar[r]_ g & Y \ar@{..>}[d]^ s \\ Z \ar@{..>}[r]^ f & W }
with t \in S can be completed to a commutative dotted square with s \in S.
For every pair of morphisms f, g : X \to Y and t \in S with target X such that f \circ t = g \circ t there exists an s \in S with source Y such that s \circ f = s \circ g.
A set of arrows S of \mathcal{C} is called a right multiplicative system if it has the following properties:
The identity of every object of \mathcal{C} is in S and the composition of two composable elements of S is in S.
Every solid diagram
\xymatrix{ X \ar@{..>}[d]_ t \ar@{..>}[r]_ g & Y \ar[d]^ s \\ Z \ar[r]^ f & W }
with s \in S can be completed to a commutative dotted square with t \in S.
For every pair of morphisms f, g : X \to Y and s \in S with source Y such that s \circ f = s \circ g there exists a t \in S with target X such that f \circ t = g \circ t.
A set of arrows S of \mathcal{C} is called a multiplicative system if it is both a left multiplicative system and a right multiplicative system. In other words, this means that MS1, MS2, MS3 hold, where MS1 = LMS1 + RMS1, MS2 = LMS2 + RMS2, and MS3 = LMS3 + RMS3. (That said, of course LMS1 = RMS1 = MS1.)
These conditions are useful to construct the categories S^{-1}\mathcal{C} as follows.
Left calculus of fractions. Let \mathcal{C} be a category and let S be a left multiplicative system. We define a new category S^{-1}\mathcal{C} as follows (we verify this works in the proof of Lemma 4.27.2):
We set \mathop{\mathrm{Ob}}\nolimits (S^{-1}\mathcal{C}) = \mathop{\mathrm{Ob}}\nolimits (\mathcal{C}).
Morphisms X \to Y of S^{-1}\mathcal{C} are given by pairs (f : X \to Y', s : Y \to Y') with s \in S up to equivalence. (The equivalence is defined below. Think of the equivalence class of a pair (f, s) as s^{-1}f : X \to Y.)
Two pairs (f_1 : X \to Y_1, s_1 : Y \to Y_1) and (f_2 : X \to Y_2, s_2 : Y \to Y_2) are said to be equivalent if there exist a third pair (f_3 : X \to Y_3, s_3 : Y \to Y_3) and morphisms u : Y_1 \to Y_3 and v : Y_2 \to Y_3 of \mathcal{C} fitting into the commutative diagram
\xymatrix{ & Y_1 \ar[d]^ u & \\ X \ar[ru]^{f_1} \ar[r]^{f_3} \ar[rd]_{f_2} & Y_3 & Y \ar[lu]_{s_1} \ar[l]_{s_3} \ar[ld]^{s_2} \\ & Y_2 \ar[u]_ v & }
The composition of the equivalence classes of the pairs (f : X \to Y', s : Y \to Y') and (g : Y \to Z', t : Z \to Z') is defined as the equivalence class of a pair (h \circ f : X \to Z'', u \circ t : Z \to Z'') where h and u \in S are chosen to fit into a commutative diagram
\xymatrix{ Y \ar[d]_ s \ar[r]_ g & Z' \ar[d]^ u \\ Y' \ar[r]^ h & Z'' }
which exists by assumption.
The identity morphism X \to X in S^{-1} \mathcal{C} is the equivalence class of the pair (\text{id} : X \to X, \text{id} : X \to X).
Lemma 4.27.2. Let \mathcal{C} be a category and let S be a left multiplicative system.
The relation on pairs defined above is an equivalence relation.
The composition rule given above is well defined on equivalence classes.
Composition is associative (and the identity morphisms satisfy the identity axioms), and hence S^{-1}\mathcal{C} is a category.
Proof.
Proof of (1). Let us say two pairs p_1 = (f_1 : X \to Y_1, s_1 : Y \to Y_1) and p_2 = (f_2 : X \to Y_2, s_2 : Y \to Y_2) are elementary equivalent if there exists a morphism a : Y_1 \to Y_2 of \mathcal{C} such that a \circ f_1 = f_2 and a \circ s_1 = s_2. Diagram:
\xymatrix{ X \ar@{=}[d] \ar[r]_{f_1} & Y_1 \ar[d]^ a & Y \ar[l]^{s_1} \ar@{=}[d] \\ X \ar[r]^{f_2} & Y_2 & Y \ar[l]_{s_2} }
Let us denote this property by saying p_1Ep_2. Note that pEp and aEb, bEc \Rightarrow aEc. (Despite its name, E is not an equivalence relation.) Part (1) claims that the relation p \sim p' \Leftrightarrow \exists q: pEq \wedge p'Eq (where q is supposed to be a pair satisfying the same conditions as p and p') is an equivalence relation. A simple formal argument, using the properties of E above, shows that it suffices to prove p_3Ep_1, p_3Ep_2 \Rightarrow p_1 \sim p_2. Thus suppose that we are given a commutative diagram
\xymatrix{ & Y_1 & \\ X \ar[ru]^{f_1} \ar[r]^{f_3} \ar[rd]_{f_2} & Y_3 \ar[u]_{a_{31}} \ar[d]^{a_{32}} & Y \ar[lu]_{s_1} \ar[l]_{s_3} \ar[ld]^{s_2} \\ & Y_2 & }
with s_ i \in S. First we apply LMS2 to get a commutative diagram
\xymatrix{ Y \ar[d]_{s_1} \ar[r]_{s_2} & Y_2 \ar@{..>}[d]^{a_{24}} \\ Y_1 \ar@{..>}[r]^{a_{14}} & Y_4 }
with a_{24} \in S. Then, we have
a_{14} \circ a_{31} \circ s_3 = a_{14} \circ s_1 = a_{24} \circ s_2 = a_{24} \circ a_{32} \circ s_3.
Hence, by LMS3, there exists a morphism s_{44} : Y_4 \to Y'_4 such that s_{44} \in S and s_{44} \circ a_{14} \circ a_{31} = s_{44} \circ a_{24} \circ a_{32}. Hence, after replacing Y_4, a_{14} and a_{24} by Y'_4, s_{44} \circ a_{14} and s_{44} \circ a_{24}, we may assume that a_{14} \circ a_{31} = a_{24} \circ a_{32} (and we still have a_{24} \in S and a_{14} \circ s_1 = a_{24} \circ s_2). Set
f_4 = a_{14} \circ f_1 = a_{14} \circ a_{31} \circ f_3 = a_{24} \circ a_{32} \circ f_3 = a_{24} \circ f_2
and s_4 = a_{14} \circ s_1 = a_{24} \circ s_2. Then, the diagram
\xymatrix{ X \ar@{=}[d] \ar[r]_{f_1} & Y_1 \ar[d]^{a_{14}} & Y \ar[l]^{s_1} \ar@{=}[d] \\ X \ar[r]^{f_4} & Y_4 & Y \ar[l]_{s_4} }
commutes, and we have s_4 \in S (by LMS1). Thus, p_1 E p_4, where p_4 = (f_4, s_4). Similarly, p_2 E p_4. Combining these, we find p_1 \sim p_2.
Proof of (2). Let p = (f : X \to Y', s : Y \to Y') and q = (g : Y \to Z', t : Z \to Z') be pairs as in the definition of composition above. To compose we choose a diagram
\xymatrix{ Y \ar[d]_ s \ar[r]_ g & Z' \ar[d]^{u_2} \\ Y' \ar[r]^{h_2} & Z_2 }
with u_2 \in S. We first show that the equivalence class of the pair r_2 = (h_2 \circ f : X \to Z_2, u_2 \circ t : Z \to Z_2) is independent of the choice of (Z_2, h_2, u_2). Namely, suppose that (Z_3, h_3, u_3) is another choice with corresponding composition r_3 = (h_3 \circ f : X \to Z_3, u_3 \circ t : Z \to Z_3). Then by LMS2 we can choose a diagram
\xymatrix{ Z' \ar[d]_{u_2} \ar[r]_{u_3} & Z_3 \ar[d]^{u_{34}} \\ Z_2 \ar[r]^{h_{24}} & Z_4 }
with u_{34} \in S. We have h_2 \circ s = u_2 \circ g and similarly h_3 \circ s = u_3 \circ g. Now,
u_{34} \circ h_3 \circ s = u_{34} \circ u_3 \circ g = h_{24} \circ u_2 \circ g = h_{24} \circ h_2 \circ s.
Hence, LMS3 shows that there exist a Z'_4 and an s_{44} : Z_4 \to Z'_4 such that s_{44} \circ u_{34} \circ h_3 = s_{44} \circ h_{24} \circ h_2. Replacing Z_4, h_{24} and u_{34} by Z'_4, s_{44} \circ h_{24} and s_{44} \circ u_{34}, we may assume that u_{34} \circ h_3 = h_{24} \circ h_2. Meanwhile, the relations u_{34} \circ u_3 = h_{24} \circ u_2 and u_{34} \in S continue to hold. We can now set h_4 = u_{34} \circ h_3 = h_{24} \circ h_2 and u_4 = u_{34} \circ u_3 = h_{24} \circ u_2. Then, we have a commutative diagram
\xymatrix{ X \ar@{=}[d] \ar[r]_{h_2\circ f} & Z_2 \ar[d]^{h_{24}} & Z \ar[l]^{u_2 \circ t} \ar@{=}[d] \\ X \ar@{=}[d] \ar[r]^{h_4\circ f} & Z_4 & Z \ar@{=}[d] \ar[l]_{u_4 \circ t} \\ X \ar[r]^{h_3 \circ f} & Z_3 \ar[u]^{u_{34}} & Z \ar[l]_{u_3 \circ t} }
Hence we obtain a pair r_4 = (h_4 \circ f : X \to Z_4, u_4 \circ t : Z \to Z_4) and the above diagram shows that we have r_2Er_4 and r_3Er_4, whence r_2 \sim r_3, as desired. Thus it now makes sense to define p \circ q as the equivalence class of all possible pairs r obtained as above.
To finish the proof of (2) we have to show that given pairs p_1, p_2, q such that p_1Ep_2 then p_1 \circ q = p_2 \circ q and q \circ p_1 = q \circ p_2 whenever the compositions make sense. To do this, write p_1 = (f_1 : X \to Y_1, s_1 : Y \to Y_1) and p_2 = (f_2 : X \to Y_2, s_2 : Y \to Y_2) and let a : Y_1 \to Y_2 be a morphism of \mathcal{C} such that f_2 = a \circ f_1 and s_2 = a \circ s_1. First assume that q = (g : Y \to Z', t : Z \to Z'). In this case choose a commutative diagram as the one on the left
\vcenter { \xymatrix{ Y \ar[d]_{s_2} \ar[r]^ g & Z' \ar[d]^ u \\ Y_2 \ar[r]^ h & Z'' } } \quad \Rightarrow \quad \vcenter { \xymatrix{ Y \ar[d]_{s_1} \ar[r]^ g & Z' \ar[d]^ u \\ Y_1 \ar[r]^{h \circ a} & Z'' } }
(with u \in S), which implies the diagram on the right is commutative as well. Using these diagrams we see that both compositions q \circ p_1 and q \circ p_2 are the equivalence class of (h \circ a \circ f_1 : X \to Z'', u \circ t : Z \to Z''). Thus q \circ p_1 = q \circ p_2. The proof of the other case, in which we have to show p_1 \circ q = p_2 \circ q, is omitted. (It is similar to the case we did.)
Proof of (3). We have to prove associativity of composition. Consider a solid diagram
\xymatrix{ & & & Z \ar[d] \\ & & Y \ar[d] \ar[r] & Z' \ar@{..>}[d] \\ & X \ar[d] \ar[r] & Y' \ar@{..>}[d] \ar@{..>}[r] & Z'' \ar@{..>}[d] \\ W \ar[r] & X' \ar@{..>}[r] & Y'' \ar@{..>}[r] & Z''' }
(whose vertical arrows belong to S) which gives rise to three composable pairs. Using LMS2 we can choose the dotted arrows making the squares commutative and such that the vertical arrows are in S. Then it is clear that the composition of the three pairs is the equivalence class of the pair (W \to Z''', Z \to Z''') gotten by composing the horizontal arrows on the bottom row and the vertical arrows on the right column.
We leave it to the reader to check the identity axioms.
\square
Definition 4.27.4. Let \mathcal{C} be a category and let S be a left multiplicative system of morphisms of \mathcal{C}. Given any morphism f : X \to Y' in \mathcal{C} and any morphism s : Y \to Y' in S, we denote by s^{-1} f the equivalence class of the pair (f : X \to Y', s : Y \to Y'). This is a morphism from X to Y in S^{-1} \mathcal{C}.
This notation is suggestive, and the things it suggests are true: Given any morphism f : X \to Y' in \mathcal{C} and any two morphisms s : Y \to Y' and t : Y' \to Y'' in S, we have \left(t \circ s\right)^{-1} \left(t \circ f\right) = s^{-1} f. Also, for any f : X \to Y' and g : Y' \to Z' in \mathcal{C} and all s : Z \to Z' in S, we have s^{-1} \left(g \circ f\right) = \left(s^{-1} g\right) \circ \left(\text{id}_{Y'}^{-1} f\right). Finally, for any f : X \to Y' in \mathcal{C}, all s : Y \to Y' in S, and t : Z \to Y in S, we have \left(s \circ t\right)^{-1} f = \left(t^{-1} \text{id}_ Y\right) \circ \left(s^{-1} f\right). This is all clear from the definition. We can “write any finite collection of morphisms with the same target as fractions with common denominator”.
Lemma 4.27.5. Let \mathcal{C} be a category and let S be a left multiplicative system of morphisms of \mathcal{C}. Given any finite collection g_ i : X_ i \to Y of morphisms of S^{-1}\mathcal{C} (indexed by i), we can find an element s : Y \to Y' of S and a family of morphisms f_ i : X_ i \to Y' of \mathcal{C} such that each g_ i is the equivalence class of the pair (f_ i : X_ i \to Y', s : Y \to Y').
Proof.
For each i choose a representative (X_ i \to Y_ i, s_ i : Y \to Y_ i) of g_ i. The lemma follows if we can find a morphism s : Y \to Y' in S such that for each i there is a morphism a_ i : Y_ i \to Y' with a_ i \circ s_ i = s. If we have two indices i = 1, 2, then we can do this by completing the square
\xymatrix{ Y \ar[d]_{s_1} \ar[r]_{s_2} & Y_2 \ar[d]^{t_2} \\ Y_1 \ar[r]^{a_1} & Y' }
with t_2 \in S as is possible by Definition 4.27.1. Then s = t_2 \circ s_2 \in S works. If we have n > 2 morphisms, then we use the above trick to reduce to the case of n - 1 morphisms, and we win by induction.
\square
There is an easy characterization of equality of morphisms if they have the same denominator.
Lemma 4.27.6. Let \mathcal{C} be a category and let S be a left multiplicative system of morphisms of \mathcal{C}. Let A, B : X \to Y be morphisms of S^{-1}\mathcal{C} which are the equivalence classes of (f : X \to Y', s : Y \to Y') and (g : X \to Y', s : Y \to Y'). The following are equivalent
A = B
there exists a morphism t : Y' \to Y'' in S with t \circ f = t \circ g, and
there exists a morphism a : Y' \to Y'' such that a \circ f = a \circ g and a \circ s \in S.
Proof.
We are going to use that S^{-1}\mathcal{C} is a category (Lemma 4.27.2) and we will use the notation of Definition 4.27.4 as well as the discussion following that definition to identify some morphisms in S^{-1}\mathcal{C}. Thus we write A = s^{-1}f and B = s^{-1}g.
If A = B then (\text{id}_{Y'}^{-1}s) \circ A = (\text{id}_{Y'}^{-1}s) \circ B. We have (\text{id}_{Y'}^{-1}s) \circ A = \text{id}_{Y'}^{-1}f and (\text{id}_{Y'}^{-1}s) \circ B = \text{id}_{Y'}^{-1}g. The equality of \text{id}_{Y'}^{-1}f and \text{id}_{Y'}^{-1}g means by definition that there exists a commutative diagram
\xymatrix{ & Y' \ar[d]^ u & \\ X \ar[ru]^ f \ar[r]^ h \ar[rd]_ g & Z & Y' \ar[lu]_{\text{id}_{Y'}} \ar[l]_ t \ar[ld]^{\text{id}_{Y'}} \\ & Y' \ar[u]_ v & }
with t \in S. In particular u = v = t \in S and t \circ f = t\circ g. Thus (1) implies (2).
The implication (2) \Rightarrow (3) is immediate. Assume a is as in (3). Denote s' = a \circ s \in S. Then \text{id}_{Y''}^{-1}s' is an isomorphism in the category S^{-1}\mathcal{C} (with inverse (s')^{-1}\text{id}_{Y''}). Thus to check A = B it suffices to check that \text{id}_{Y''}^{-1}s' \circ A = \text{id}_{Y''}^{-1}s' \circ B. We compute using the rules discussed in the text following Definition 4.27.4 that \text{id}_{Y''}^{-1}s' \circ A = \text{id}_{Y''}^{-1}(a \circ s) \circ s^{-1}f = \text{id}_{Y''}^{-1}(a \circ f) = \text{id}_{Y''}^{-1}(a \circ g) = \text{id}_{Y''}^{-1}(a \circ s) \circ s^{-1}g = \text{id}_{Y''}^{-1}s' \circ B and we see that (1) is true.
\square
Lemma 4.27.8. Let \mathcal{C} be a category and let S be a left multiplicative system of morphisms of \mathcal{C}.
The rules X \mapsto X and (f : X \to Y) \mapsto (f : X \to Y, \text{id}_ Y : Y \to Y) define a functor Q : \mathcal{C} \to S^{-1}\mathcal{C}.
For any s \in S the morphism Q(s) is an isomorphism in S^{-1}\mathcal{C}.
If G : \mathcal{C} \to \mathcal{D} is any functor such that G(s) is invertible for every s \in S, then there exists a unique functor H : S^{-1}\mathcal{C} \to \mathcal{D} such that H \circ Q = G.
Proof.
Parts (1) and (2) are clear. (In (2), the inverse of Q(s) is the equivalence class of the pair (\text{id}_ Y, s).) To see (3) just set H(X) = G(X) and set H((f : X \to Y', s : Y \to Y')) = G(s)^{-1} \circ G(f). Details omitted.
\square
Lemma 4.27.9. Let \mathcal{C} be a category and let S be a left multiplicative system of morphisms of \mathcal{C}. The localization functor Q : \mathcal{C} \to S^{-1}\mathcal{C} commutes with finite colimits.
Proof.
Let \mathcal{I} be a finite category and let \mathcal{I} \to \mathcal{C}, i \mapsto X_ i be a functor whose colimit exists. Then using (4.27.7.1), the fact that Y/S is filtered, and Lemma 4.19.2 we have
\begin{align*} \mathop{\mathrm{Mor}}\nolimits _{S^{-1}\mathcal{C}}(Q(\mathop{\mathrm{colim}}\nolimits X_ i), Q(Y)) & = \mathop{\mathrm{colim}}\nolimits _{(s : Y \to Y') \in Y/S} \mathop{\mathrm{Mor}}\nolimits _\mathcal {C}(\mathop{\mathrm{colim}}\nolimits X_ i, Y') \\ & = \mathop{\mathrm{colim}}\nolimits _{(s : Y \to Y') \in Y/S} \mathop{\mathrm{lim}}\nolimits _ i \mathop{\mathrm{Mor}}\nolimits _\mathcal {C}(X_ i, Y') \\ & = \mathop{\mathrm{lim}}\nolimits _ i \mathop{\mathrm{colim}}\nolimits _{(s : Y \to Y') \in Y/S} \mathop{\mathrm{Mor}}\nolimits _\mathcal {C}(X_ i, Y') \\ & = \mathop{\mathrm{lim}}\nolimits _ i \mathop{\mathrm{Mor}}\nolimits _{S^{-1}\mathcal{C}}(Q(X_ i), Q(Y)) \end{align*}
and this isomorphism commutes with the projections from both sides to the set \mathop{\mathrm{Mor}}\nolimits _{S^{-1}\mathcal{C}}(Q(X_ j), Q(Y)) for each j \in \mathop{\mathrm{Ob}}\nolimits (\mathcal{I}). Thus, Q(\mathop{\mathrm{colim}}\nolimits X_ i) satisfies the universal property for the colimit of the functor i \mapsto Q(X_ i); hence, it is this colimit, as desired.
\square
Lemma 4.27.10. Let \mathcal{C} be a category. Let S be a left multiplicative system. If f : X \to Y, f' : X' \to Y' are two morphisms of \mathcal{C} and if
\xymatrix{ Q(X) \ar[d]_{Q(f)} \ar[r]_ a & Q(X') \ar[d]^{Q(f')} \\ Q(Y) \ar[r]^ b & Q(Y') }
is a commutative diagram in S^{-1}\mathcal{C}, then there exist a morphism f'' : X'' \to Y'' in \mathcal{C} and a commutative diagram
\xymatrix{ X \ar[d]_ f \ar[r]_ g & X'' \ar[d]^{f''} & X' \ar[d]^{f'} \ar[l]^ s \\ Y \ar[r]^ h & Y'' & Y' \ar[l]_ t }
in \mathcal{C} with s, t \in S and a = s^{-1}g, b = t^{-1}h.
Proof.
We choose maps and objects in the following way: First write a = s^{-1}g for some s : X' \to X'' in S and g : X \to X''. By LMS2 we can find t : Y' \to Y'' in S and f'' : X'' \to Y'' such that
\xymatrix{ X \ar[d]_ f \ar[r]_ g & X'' \ar[d]^{f''} & X' \ar[d]^{f'} \ar[l]^ s \\ Y & Y'' & Y' \ar[l]_ t }
commutes. Now in this diagram we are going to repeatedly change our choice of
X'' \xrightarrow {f''} Y'' \xleftarrow {t} Y'
by postcomposing both t and f'' by a morphism d : Y'' \to Y''' with the property that d \circ t \in S. According to Remark 4.27.7 we may after such a replacement assume that there exists a morphism h : Y \to Y'' such that b = t^{-1}h holds1. At this point we have everything as in the lemma except that we don't know that the left square of the diagram commutes. But the definition of composition in S^{-1} \mathcal{C} shows that b \circ Q\left(f\right) is the equivalence class of the pair (h \circ f : X \to Y'', t : Y' \to Y'') (since b is the equivalence class of the pair (h : Y \to Y'', t : Y' \to Y''), while Q\left(f\right) is the equivalence class of the pair (f : X \to Y, \text{id} : Y \to Y)), while Q\left(f'\right) \circ a is the equivalence class of the pair (f'' \circ g : X \to Y'', t : Y' \to Y'') (since a is the equivalence class of the pair (g : X \to X'', s : X' \to X''), while Q\left(f'\right) is the equivalence class of the pair (f' : X' \to Y', \text{id} : Y' \to Y')). Since we know that b \circ Q\left(f\right) = Q\left(f'\right) \circ a, we thus conclude that the equivalence classes of the pairs (h \circ f : X \to Y'', t : Y' \to Y'') and (f'' \circ g : X \to Y'', t : Y' \to Y'') are equal. Hence using Lemma 4.27.6 we can find a morphism d : Y'' \to Y''' such that d \circ t \in S and d \circ h \circ f = d \circ f'' \circ g. Hence we make one more replacement of the kind described above and we win.
\square
Right calculus of fractions. Let \mathcal{C} be a category and let S be a right multiplicative system. We define a new category S^{-1}\mathcal{C} as follows (we verify this works in the proof of Lemma 4.27.11):
We set \mathop{\mathrm{Ob}}\nolimits (S^{-1}\mathcal{C}) = \mathop{\mathrm{Ob}}\nolimits (\mathcal{C}).
Morphisms X \to Y of S^{-1}\mathcal{C} are given by pairs (f : X' \to Y, s : X' \to X) with s \in S up to equivalence. (The equivalence is defined below. Think of the equivalence class of a pair (f, s) as fs^{-1} : X \to Y.)
Two pairs (f_1 : X_1 \to Y, s_1 : X_1 \to X) and (f_2 : X_2 \to Y, s_2 : X_2 \to X) are said to be equivalent if there exist a third pair (f_3 : X_3 \to Y, s_3 : X_3 \to X) and morphisms u : X_3 \to X_1 and v : X_3 \to X_2 of \mathcal{C} fitting into the commutative diagram
\xymatrix{ & X_1 \ar[ld]_{s_1} \ar[rd]^{f_1} & \\ X & X_3 \ar[l]_{s_3} \ar[u]_ u \ar[d]^ v \ar[r]^{f_3} & Y \\ & X_2 \ar[lu]^{s_2} \ar[ru]_{f_2} & }
The composition of the equivalence classes of the pairs (f : X' \to Y, s : X' \to X) and (g : Y' \to Z, t : Y' \to Y) is defined as the equivalence class of a pair (g \circ h : X'' \to Z, s \circ u : X'' \to X) where h and u \in S are chosen to fit into a commutative diagram
\xymatrix{ X'' \ar[d]_ u \ar[r]^ h & Y' \ar[d]^ t \\ X' \ar[r]^ f & Y }
which exists by assumption.
The identity morphism X \to X in S^{-1} \mathcal{C} is the equivalence class of the pair (\text{id} : X \to X, \text{id} : X \to X).
Lemma 4.27.11. Let \mathcal{C} be a category and let S be a right multiplicative system.
The relation on pairs defined above is an equivalence relation.
The composition rule given above is well defined on equivalence classes.
Composition is associative (and the identity morphisms satisfy the identity axioms), and hence S^{-1}\mathcal{C} is a category.
Proof.
This lemma is dual to Lemma 4.27.2. It follows formally from that lemma by replacing \mathcal{C} by its opposite category in which S is a left multiplicative system.
\square
Definition 4.27.12. Let \mathcal{C} be a category and let S be a right multiplicative system of morphisms of \mathcal{C}. Given any morphism f : X' \to Y in \mathcal{C} and any morphism s : X' \to X in S, we denote by f s^{-1} the equivalence class of the pair (f : X' \to Y, s : X' \to X). This is a morphism from X to Y in S^{-1} \mathcal{C}.
Identities similar (actually, dual) to the ones in Definition 4.27.4 hold. We can “write any finite collection of morphisms with the same source as fractions with common denominator”.
Lemma 4.27.13. Let \mathcal{C} be a category and let S be a right multiplicative system of morphisms of \mathcal{C}. Given any finite collection g_ i : X \to Y_ i of morphisms of S^{-1}\mathcal{C} (indexed by i), we can find an element s : X' \to X of S and a family of morphisms f_ i : X' \to Y_ i of \mathcal{C} such that g_ i is the equivalence class of the pair (f_ i : X' \to Y_ i, s : X' \to X).
Proof.
This lemma is the dual of Lemma 4.27.5 and follows formally from that lemma by replacing all categories in sight by their opposites.
\square
There is an easy characterization of equality of morphisms if they have the same denominator.
Lemma 4.27.14. Let \mathcal{C} be a category and let S be a right multiplicative system of morphisms of \mathcal{C}. Let A, B : X \to Y be morphisms of S^{-1}\mathcal{C} which are the equivalence classes of (f : X' \to Y, s : X' \to X) and (g : X' \to Y, s : X' \to X). The following are equivalent
A = B,
there exists a morphism t : X'' \to X' in S with f \circ t = g \circ t, and
there exists a morphism a : X'' \to X' with f \circ a = g \circ a and s \circ a \in S.
Proof.
This is dual to Lemma 4.27.6.
\square
Lemma 4.27.16. Let \mathcal{C} be a category and let S be a right multiplicative system of morphisms of \mathcal{C}.
The rules X \mapsto X and (f : X \to Y) \mapsto (f : X \to Y, \text{id}_ X : X \to X) define a functor Q : \mathcal{C} \to S^{-1}\mathcal{C}.
For any s \in S the morphism Q(s) is an isomorphism in S^{-1}\mathcal{C}.
If G : \mathcal{C} \to \mathcal{D} is any functor such that G(s) is invertible for every s \in S, then there exists a unique functor H : S^{-1}\mathcal{C} \to \mathcal{D} such that H \circ Q = G.
Proof.
This lemma is the dual of Lemma 4.27.8 and follows formally from that lemma by replacing all categories in sight by their opposites.
\square
Lemma 4.27.17. Let \mathcal{C} be a category and let S be a right multiplicative system of morphisms of \mathcal{C}. The localization functor Q : \mathcal{C} \to S^{-1}\mathcal{C} commutes with finite limits.
Proof.
This is dual to Lemma 4.27.9.
\square
Lemma 4.27.18. Let \mathcal{C} be a category. Let S be a right multiplicative system. If f : X \to Y, f' : X' \to Y' are two morphisms of \mathcal{C} and if
\xymatrix{ Q(X) \ar[d]_{Q(f)} \ar[r]_ a & Q(X') \ar[d]^{Q(f')} \\ Q(Y) \ar[r]^ b & Q(Y') }
is a commutative diagram in S^{-1}\mathcal{C}, then there exist a morphism f'' : X'' \to Y'' in \mathcal{C} and a commutative diagram
\xymatrix{ X \ar[d]_ f & X'' \ar[l]^ s \ar[d]^{f''} \ar[r]_ g & X' \ar[d]^{f'} \\ Y & Y'' \ar[l]_ t \ar[r]^ h & Y' }
in \mathcal{C} with s, t \in S and a = gs^{-1}, b = ht^{-1}.
Proof.
This lemma is dual to Lemma 4.27.10.
\square
Multiplicative systems and two sided calculus of fractions. If S is a multiplicative system then left and right calculus of fractions give canonically isomorphic categories.
Lemma 4.27.19. Let \mathcal{C} be a category and let S be a multiplicative system. The category of left fractions and the category of right fractions S^{-1}\mathcal{C} are canonically isomorphic.
Proof.
Denote \mathcal{C}_{left}, \mathcal{C}_{right} the two categories of fractions. By the universal properties of Lemmas 4.27.8 and 4.27.16 we obtain functors \mathcal{C}_{left} \to \mathcal{C}_{right} and \mathcal{C}_{right} \to \mathcal{C}_{left}. By the uniqueness statement in the universal properties, these functors are each other's inverse.
\square
Definition 4.27.20. Let \mathcal{C} be a category and let S be a multiplicative system. We say S is saturated if, in addition to MS1, MS2, MS3, we also have
Given three composable morphisms f, g, h, if fg, gh \in S, then g \in S.
Note that a saturated multiplicative system contains all isomorphisms. Moreover, if f, g, h are composable morphisms in a category and fg, gh are isomorphisms, then g is an isomorphism (because then g has both a left and a right inverse, hence is invertible).
Lemma 4.27.21. Let \mathcal{C} be a category and let S be a multiplicative system. Denote Q : \mathcal{C} \to S^{-1}\mathcal{C} the localization functor. The set
\hat S = \{ f \in \text{Arrows}(\mathcal{C}) \mid Q(f) \text{ is an isomorphism}\}
is equal to
S' = \{ f \in \text{Arrows}(\mathcal{C}) \mid \text{there exist }g, h\text{ such that }gf, fh \in S\}
and is the smallest saturated multiplicative system containing S. In particular, if S is saturated, then \hat S = S.
Proof.
It is clear that S \subset S' \subset \hat S because elements of S' map to morphisms in S^{-1}\mathcal{C} which have both left and right inverses. Note that S' satisfies MS4, and that \hat S satisfies MS1. Next, we prove that S' = \hat S.
Let f \in \hat S. Let s^{-1}g = ht^{-1} be the inverse morphism in S^{-1}\mathcal{C}. (We may use both left fractions and right fractions to describe morphisms in S^{-1}\mathcal{C}, see Lemma 4.27.19.) The relation \text{id}_ X = s^{-1}gf in S^{-1}\mathcal{C} means there exists a commutative diagram
\xymatrix{ & X' \ar[d]^ u & \\ X \ar[ru]^{gf} \ar[r]^{f'} \ar[rd]_{\text{id}_ X} & X'' & X \ar[lu]_ s \ar[l]_{s'} \ar[ld]^{\text{id}_ X} \\ & X \ar[u]_ v & }
for some morphisms f', u, v and s' \in S. Hence ugf = s' \in S. Similarly, using that \text{id}_ Y = fht^{-1} one proves that fhw \in S for some w. We conclude that f \in S'. Thus S' = \hat S. Provided we prove that S' = \hat S is a multiplicative system it is now clear that this implies that S' = \hat S is the smallest saturated system containing S.
Our remarks above take care of MS1 and MS4, so to finish the proof of the lemma we have to show that LMS2, RMS2, LMS3, RMS3 hold for \hat S. Let us check that LMS2 holds for \hat S. Suppose we have a solid diagram
\xymatrix{ X \ar[d]_ t \ar[r]_ g & Y \ar@{..>}[d]^ s \\ Z \ar@{..>}[r]^ f & W }
with t \in \hat S. Pick a morphism a : Z \to Z' such that at \in S. Then we can use LMS2 for S to find a commutative diagram
\xymatrix{ X \ar[d]_ t \ar[r]_ g & Y \ar[dd]^ s \\ Z \ar[d]_ a \\ Z' \ar[r]^{f'} & W }
and setting f = f' \circ a we win. The proof of RMS2 is dual to this. Finally, suppose given a pair of morphisms f, g : X \to Y and t \in \hat S with target X such that ft = gt. Then we pick a morphism b such that tb \in S. Then ftb = gtb which implies by LMS3 for S that there exists an s \in S with source Y such that sf = sg as desired. The proof of RMS3 is dual to this.
\square
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