After many years, this series of posts on infinite matroids is finally coming to an end. We started with the basic definitions and axioms, and building on those we have seen how a great deal of matroid theory can be lifted to infinite matroids, from representability and graphic matroids through to excluded minor characterisations and matroid intersection. Today, however, we are going to look at an instructive case of ideas from finite matroid theory which do not generalise to infinite matroids.
This is an old project, which I have been thinking about on-and-off for years together with Winfried Hochstättler and Stefan Kaspar. Probably Stefan is the one who has put most into this project and who has kept it alive and interesting for so long. Thanks Stefan! It’s about trying and failing to sensibly define infinite oriented matroids.
Before we get to what goes wrong in the infinite world, however, we should take a moment to remind ourselves how finite oriented matroids are defined. Although there are lots of different cryptomorphic axiomatisations, for our purposes it will be enough to look at the axiomatisation in terms of signed circuits.
A signing $X$ of a set $\underline X$ is a partition of $\underline X$ into a pair of sets $(X^+, X^-)$. There are lots of examples of matroids that come with a natural signing of each of their circuits. For example, let $D$ be any directed graph, and let $M$ be the cycle matroid of its underlying undirected graph. Then any circuit of $M$ is a cycle, and we can naturally partition its edges according to which way they point around the cycle. More generally, if $M$ is any matroid represented over the reals, then any circuit of $M$ is necessarily linearly dependent, and the linear combination witnessing this is unique up to (nonzero) scaling. So we can partition the circuit into those elements with a positive and those with a negative coefficient.
Notice that in each case, when we took a signing $X$ we could equally have taken the opposite signing $-X$ with $(-X)^+ = X^-$ and $(-X)^- = X^+$. So it is normal to include both options, giving a collection of signed sets which is symmetric, in the sense of being closed under taking opposites. To capture these and many more general examples, we can define an oriented matroid to be a pair $(E, \mathcal{C})$ where $E$ is a (finite) set and $\mathcal{C}$ is a set of signed subsets of $E$ satisfying the following axioms:
(OC1) $\emptyset \notin \mathcal{C}$
(OC2) $\mathcal{C}$ is symmetric
(OC3) For any $X$ and $Y$ in $\mathcal{C}$ with $\underline X \subseteq \underline Y$ we have $X = \pm Y$
(OC4) For any $X$ and $Y$ in $\mathcal{C}$, any $e \in X^+ \cap Y^-$, there is some $Z \in \mathcal{C}$ with $Z^+ \subseteq (X^+ \cup Y^+) – e$ and $Z^- \subseteq (X^- \cup Y^-) – e$
It’s clear that the underlying sets of these signed circuits must then be the circuits of a matroid, and we call $\mathcal{C}$ an orientation of that matroid. There is no space here to go into the rich theory of finite oriented matroids, but a good introduction is [1]. All we will need is that, as for ordinary matroids, we can define minors and duality for oriented matroids.
To understand the duality, we need the notion of orthogonality. If $X$ and $Y$ are signed sets then we say they are orthogonal if they are disjoint or if there is both at least one element where they agree on the sign and also at least one element where they disagree on the sign. Then for any orientation of a matroid there is a unique orientation of its dual all of whose signed sets are orthogonal to the signed circuits of the original matroid. Having defined duality of oriented matroids in this way, we can go on to define minors, since contraction is dual to restriction and it is clear how restriction should be defined for oriented matroids.
How could we generalise these notions to infinite matroids? It’s clear how to define finitary oriented matroids: they should be pairs $(E, \mathcal{C})$ such that $E$ is a set and $\mathcal{C}$ is a set of finite signed subsets of $E$ satisfying (OC1)-(OC4). But how can we go beyond this? There are a few essential properties that any definition should satisfy:
- Every infinite oriented matroid should satisfy at least the axioms (OC1)-(OC4), though there could be additional restrictions
- Infinite oriented matroids should be closed under both minors and duality
- Natural examples such as finitary oriented matroids and infinite regular matroids (defined earlier in this series) should be included.
Unfortunately, there is no way to satisfy all of these requirements simultaneously. To understand why, we need to closely examine a particularly simple class of finitary orientable matroids. Suppose that we have any set $E$ of nonzero vectors in $\mathbb{R}^3$, such that no three of them lie in a common plane through the origin. Then the corresponding vector matroid $M(E)$ is simply the uniform matroid of rank 3 on $E$. Since this matroid is real representable, we can orient it in the way discussed earlier. This gives us a finitary oriented matroid.
What about its dual $M^*(E)$? That should be an orientation of the uniform matroid on $E$ of corank 3, whose circuits are all the sets of the form $E \setminus \{a,b\}$ with $a$ and $b$ distinct elements of $E$. To see how such a set should be oriented, consider the plane $H(a,b)$ through $a$, $b$ and the origin. We should partition the elements of $E \setminus \{a,b\}$ according to which side of this hyperplane they lie on. It isn’t hard to check that this signed set is orthogonal to every signed circuit, since no linear combination of points on the same side of the plane with all coefficients positive (or all negative) can ever evaluate to zero. So this must be the signing of $E \setminus \{a,b\}$ in the dual matroid.
Finally, let’s consider what the axiom (OC4) applied to $M^*(E)$ says about the set $E$. Suppose that we have two signed circuits $X$ and $Y$ of $M^*(E)$, orienting $E \setminus \{a,b\}$ and $E \setminus \{c,d\}$ respectively, and let $e$ be any element of $X^+ \cap Y^-$. Thus $e$ is different from $a$, $b$, $c$ and $d$. The signed circuit $Z$ given by (OC4) cannot contain $e$, so it must be a signing of $E \setminus \{e,f\}$ for some $f$. Furthermore, the region of $\mathbb{R}^3$ on the positive side of both $H(a,b)$ and $H(c,d)$ but on the negative side of $H(e,f)$ cannot meet $E$. If $E$ is finite then we have some wiggle room and we can always find a suitable choice of $f$ achieving this. But at the other end of the spectrum, if $E$ is dense in $\mathbb{R}^3$, this is a very strong condition. It forces $H(e,f)$ to contain the intersection of $H(a,b)$ and $H(c,d)$.
Putting all of this together, let’s fix a countable dense set $E$ of nonzero vectors in $\mathbb{R}^3$ such that no three of them lie on a common plane through the origin and there are no six of them $a,b,c,d,e,f$ such that $H(a,b)$, $H(c,d)$ and $H(e,f)$ all meet in a common line. It is straightforward to recursively build such a set. Then the dual to the natural orientation of $M(E)$ doesn’t satisfy (OC4). So there is no notion of infinite oriented matroid satisfying all three of the conditions above.
Where does this leave us? If we want to define infinite oriented matroids then we face a trilemma: we must give up on one of the three conditions.
Firstly, we could give up on the familiar circuit axioms. This is the approach taken by Wenzel in [2], as part of a larger project of defining infinite matroids over arbitrary fuzzy rings. Although it gives a very general and flexible definition in that context, in the particular case of oriented matroids we would lose many of the familiar properties and most of the theory of finite oriented matroids would have no analogue in this very general context.
Secondly, we could give up on duality but hope to preserve minors. From a matroid theoretic point of view, this would be a radical step, and it is hard to find an appropriate place to draw the line which is more useful than simply taking the union of the classes of finitary and regular matroids that we wanted to include. As an example of what can go wrong with this approach, those who remember the circuit axioms for infinite matroids might be tempted to work with signings of the circuits of infinite matroids satisfying (OC1)-(OC3) together with the following strengthened version of (OC4):
(OC4′) Suppose that $X \in \mathcal{C}$, $I \subseteq \underline X$ and $(Y_e)_{e \in I}$ is a family of elements of $\mathcal{C}$ such that $\underline Y_e \cap I = \{e\}$ and if $e$ is in $X^+$ then it is in $Y_e^-$ and if it is in $X^-$ then it is in $Y_e^+$. Then for every $f \in X^+ \setminus \bigcup_{e \in I} Y_e^-$ there is some $Z \in \mathcal{C}$ such that $f \in Z^+ \subseteq (X^+ \cup \bigcup_{e \in I} Y_e^+) \setminus I$ and $Z^- \subseteq (X^- \cup \bigcup_{e \in I} Y_e^-) \setminus I$
Unfortunately the class of such oriented matroids is not even closed under minors. Returning to our earlier counterexample, we can recursively extend our earlier set $E$ to a larger countable set $E’$ such that for any five distinct elements $a,b,c,d$ and $e$ of $E’$ there is a further element $f$ such that $H(a,b)$, $H(c,d)$ and $H(e,f)$ do intersect in a common line. So $M^*(E’)$ does satisfy (OC4), and it can even be shown to satisfy (OC4′). But its contraction minor $M^*(E)$ does not.
The final alternative is to give up on including all finitary oriented matroids. We could still hope to include all regular infinite matroids, since that class is already closed under duality and minors. The most promising option here involves the Farkas condition, which states that every element of $E$ must be contained in a positive circuit $X$ (one with $X^+ = \underline X$) or a positive cocircuit. Imposing this condition on the matroid and all its minors already forces (OC4′). However, this is a very restrictive definition, and for example it remains open whether it even includes all regular infinite matroids.
All of these issues and many more are explored in far more depth in our preprint [3]. Even though we didn’t find a satisfying definition of infinite oriented matroids, we ran into a number of subtle and interesting problems along the way, and the exploration was well worth the effort.
—
**References**
[1] A. Björner, M. Las Vergnas, B. Sturmfels, N. White, and G. M. Ziegler, *Oriented Matroids*, Encyclopedia of Mathematics and its Applications, vol. 46, 2nd ed., Cambridge University Press, 1999.
[2] W. Wenzel, *Dual Pairs of Matroids with Coefficients in Finitary Fuzzy Rings of Arbitrary Rank*, Mathematica Pannonica **27/NS1** (2021), no. 1, 48-61.
[3] N. Bowler, W. Hochstättler, and S. Kaspar, *On the Possibilities of Defining Infinite Oriented Matroids*, preprint (2026), arXiv:2603.15843.

