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In ordinary category theory, the localization $C[S^{-1}]$ at a class of morphisms $S$ (with possibly some assumptions on $S$) is a category $C[S^{-1}]$ together with a map $L:C \to C[S^{-1}]$ such that any functor $C \to D$ that sends $S$ to isomorphisms factors uniquely through $L$.

Does a generalization of this notion exist in $\infty$-category theory? Can one simply carry out the construction as one does for ordinary categories? It's unclear to me how one would define the mapping space in the localized category.

A reference would be sufficient!

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  • $\begingroup$ Results in 5.2.7 of Higher Topos Theory should do the trick, unless someone knows of other references $\endgroup$
    – Exit path
    Sep 17, 2018 at 5:10
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    $\begingroup$ The adjoint functor theorem also guarantees the existence of an ∞-category $C[S^{-1}]$ with the desired universal property. $\endgroup$ Sep 17, 2018 at 5:16
  • $\begingroup$ @MarcHoyois Could you please expand on your comment? What are the relevant categories? Are there any restrictions on $C$ and $S$? $\endgroup$
    – Exit path
    Sep 17, 2018 at 5:23
  • $\begingroup$ Sec 2.2 of the paper linked below provides an explicit construction in the (very special) case where $C$ is poset-enriched and $S$ is generated by a directed collection of minimal 1-morphisms. I'm sure things get much more cumbersome even for bicategories. arxiv.org/abs/1510.01907 $\endgroup$ Sep 17, 2018 at 7:36

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An abstract construction I find appealing is that a localization should satisfy a natural pullback square of spaces

$$ \require{AMScd} \begin{CD} \hom(C[S^{-1}], X) @>>> \hom(C, X) \\ @VVV @VVV \\ \hom(S, \mathrm{Core}(X)) @>>> \hom(S, X) \end{CD}$$

expressing the universal property that a functor on $C[S^{-1}]$ is a functor on $C$ whose restriction to $S$ factors through the subcategory of equivalences. Core is right adjoint to groupoidification (which is right adjoint to the inclusion of groupoids in categories), so this is equivalent to having a pushout square

$$ \begin{CD} S @>>> C \\ @VVV @VVV \\ \mathrm{Gpdify}(S) @>>> C[S^{-1}] \end{CD} $$

Warning: It's important to note that the pullback square above is between hom-spaces, not between functor $\infty$-categories. The full subcategory of $\mathrm{Fun}(S, X)$ spanned by the $S$-inverting functors is not $\mathrm{Fun}(S, \mathrm{Core}(X))$ — the issue is that the natural transformations bewteen two such functors need not be natural isomorphisms.


Here is another construction I believe to be correct. Let $[1]$ denote the arrow category (i.e. $\bullet \to \bullet$).

There is a functor $R : \mathrm{Cat}_\infty \to \mathrm{Cat}_\infty^{[1]} $ that sends a category $X$ to the arrow $\mathrm{Core}(X) \to X$.

This functor is a limit-preserving accessible functor between presentable categories, so it has a left adjoint $L : \mathrm{Cat}_\infty^{[1]} \to \mathrm{Cat}_\infty $.

I claim that $L$ is (a generalization of) the localization functor; i.e. given an inclusion of a subcategory, $L(S \to C) \simeq C[S^{-1}]$. This follows from the fact the pullback at the top is also the pullback describing the hom-space of commutative squares from $S \to C$ to $\mathrm{Core}(X) \to X$.

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  • $\begingroup$ Nice, your first construction might give a nice explanation of why it is enough to assume that $S$ is small and $C$ is locally small to get that $C[S^{-1}]$ is locally small, while (excepte for the construction Dwyer-Kan) the other methode all seems to need to assume that $C$ is small. $\endgroup$ Sep 17, 2018 at 10:57
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While it can be obtain formally using the adjoint functor theorem as mentioned by Marc Hoyois in the comment. There are several explicit constructions.

First, the localization functor which send a small $(\infty,1)$-category $C$ together with $S$, a fullsubcategory of its arrow category, to the $(\infty,1)$-category $C[S^{-1}]$ can be seen as the left adjoint to the functor from the category of small $(\infty,1)$-category to the category of small $(\infty,1)$-category with a full subcategory of their arrow category "marked" which send send any $(\infty,1)$-category $C$ to $C$ with all the invertible arrows of $C$ marked. It shouldn't be too hard to check that this functor is $\omega$-accessible and preserve limits.

There are however explicit construction of this functor that are worth mentioning. Dwyer-Kan localization, mentioned in Francesco Genovese answer is of course the first one historically (even long before $(\infty,1)$-category were a thing). But there is another one which I personally tend to like better, and which is more quasi-categorical:

In Higher topos theory Chap 3. Lurie introduce a model structure of "marked simplicial sets". If you take the "unbased" version (I.e. take "$S$" to be the terminal object everywhere) it is a model structure on marked simplicial sets (a marked simplicial set is a simplicial set with a collection of marked $1$-cells) whose fibrant object are the quasi-category in which the marked cells are exactly the invertible cells. This model structure is shown to be Quillen equivalent to the one for quasi-category, with the functor forgetting the marking being the right Quillen functor

Starting from a small quasi-category $C$ a nice way to construct its localization at a set $S$ of arrow is to take the marked simplicial set $C$ with all the arrows in $S$ marked and take a fibrant replacement in the model structure mentioned above (which is constructed relatively explicitly, using the small object argument).

Of course, without smallness assumptions on $C$ and $S$ there is no guaranty that the localization exists. Or, depending on your framework/philosophical stands, it always exists, simply because assuming some inacessible cardinal, you can apply all this machinery to the huge category large quasi-categories directly, but there is no guaranty that the localization is a locally small category (the hom can become proper classes in the localization process).

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  • $\begingroup$ Just to be perfectly clear, this localization always exists (barring set-theoretic issues, of course) and satisfies the above universal property? Do you have any references containing proofs of these facts? $\endgroup$
    – Exit path
    Sep 17, 2018 at 17:33
  • $\begingroup$ As I said if $C$ and $S$ are small then the localization exists for the reason explained in my answer (and in other people answer) the only references are various part of Lurie's book depending on which proof you are using (or the paper of Dwyer and Kan www3.nd.edu/~wgd/Dvi/SimplicialLocalizations.pdf ). Then all I'm saying is that assuming a strong enough set theory (basically, two inaccessible cardinal) you can assume that all set theoretic operation can be performed on classes as well, so that a class sized category localized at a class of morphism is a class sized category. $\endgroup$ Sep 17, 2018 at 20:07
  • $\begingroup$ but note that in this case the localization is not a locally small category: it has "large hom space" as well. $\endgroup$ Sep 17, 2018 at 20:13
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A possibility is the Dwyer-Kan "simplicial localization": https://ncatlab.org/nlab/show/simplicial+localization. The three main references are the articles Simplicial localizations of categories, Calculating simplicial localizations and Function complexes in homotopical algebra by Dwyer-Kan. It is worked out in the setting of simplicially enriched categories, which are actually a model of $\infty$-categories. If $C$ is an ordinary category and $S$ is a class of morphisms, then the simplicial localization produces a simplicial category $L(C,S)$ which is an "enhancement" of the ordinary localization, in the precise sense that $\pi_0(L(C,S)) \cong C[S^{-1}]$.

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There are a number of good references for this. Section 5 of Danny Stevenson's paper on simplicial localization and covariant model structures contains an extremely simple explicit construction of the localization which models, in simplicial sets, the construction suggested by Hurkyl. One just pushes out $C$ with a free-living isomorphism for each arrow in $S$, along the canonical map from the disjoint union of the elements of $S$ to $C$. Of course, one then has to take a fibrant replacement to get an $\infty$-category on the nose. I would argue that this gives the most elementary understanding of this fundamental construction, relative to DK localization or the use of marked simplicial sets.

Why "fundamental?" Stevenson also gives a short proof of a theorem known in some form to Dwyer and Kan, and due in this context to Joyal: every $\infty$-category arises as a localization of its ordinary category of simplices. Chapter 7 of Cisinski's recent book is also all about localization, based on the same construction that appears in Stevenson, and in particular its interaction with limits and continuous functors, which imports much of classical homotopical algebra into the $\infty$-context. This was also in part the goal of Mazel-Gee's thesis, which focused on $\infty$-model categories.

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