source: sasview/src/sas/sasgui/perspectives/fitting/media/fitting_help.rst @ f485ba0

ESS_GUIESS_GUI_DocsESS_GUI_batch_fittingESS_GUI_bumps_abstractionESS_GUI_iss1116ESS_GUI_iss879ESS_GUI_iss959ESS_GUI_openclESS_GUI_orderingESS_GUI_sync_sascalccostrafo411magnetic_scattrelease-4.2.2ticket-1009ticket-1094-headlessticket-1242-2d-resolutionticket-1243ticket-1249ticket885unittest-saveload
Last change on this file since f485ba0 was f485ba0, checked in by smk78, 7 years ago

Updated fitting_help.rst amd plugin.rst in light of work on #767 & #861

  • Property mode set to 100644
File size: 30.7 KB

Fitting

Note

If some code blocks are not readable, expand the documentation window

Preparing to fit data

To fit some data you must first load some data, activate one or more data sets, send those data sets to fitting, and select a model to fit to each data set.

Instructions on how to load and activate data are in the section :ref:`Loading_data`.

?

SasView can fit data in one of three ways:

  • in Single fit mode - individual data sets are fitted independently one-by-one
  • in Simultaneous fit mode - multiple data sets are fitted simultaneously to the same model with/without constrained parameters (this might be useful, for example, if you have measured the same sample at different contrasts)
  • in Batch fit mode - multiple data sets are fitted sequentially to the same model (this might be useful, for example, if you have performed a kinetic or time-resolved experiment and have lots of data sets!)

Selecting a model

The models in SasView are grouped into categories. By default these consist of:

  • Cylinder - cylindrical shapes (disc, right cylinder, cylinder with endcaps etc)
  • Ellipsoid - ellipsoidal shapes (oblate,prolate, core shell, etc)
  • Parellelepiped - as the name implies
  • Sphere - sheroidal shapes (sphere, core multishell, vesicle, etc)
  • Lamellae - lamellar shapes (lamellar, core shell lamellar, stacked lamellar, etc)
  • Shape-Independent - models describing structure in terms of density correlation functions, fractals, peaks, power laws, etc
  • Paracrystal - semi ordered structures (bcc, fcc, etc)
  • Structure Factor - S(Q) models
  • Plugin Models - User-created (custom/non-library) Python models

Use the Category drop-down menu to chose a category of model, then select a model from the drop-down menu beneath. A graph of the chosen model, calculated using default parameter values, will appear. The graph will update dynamically as the parameter values are changed.

You can decide your own model categorizations using the :ref:`Category_Manager`.

?

Once you have selected a model you can read its help documentation by clicking on the Description button to the right.

Show 1D/2D

Models are normally fitted to 1D (ie, I(Q) vs Q) data sets, but some models in SasView can also be fitted to 2D (ie, I(Qx,Qy) vs Qx vs Qy) data sets.

NB: Magnetic scattering can only be fitted in SasView in 2D.

To activate 2D fitting mode, click the Show 2D button on the Fit Page. To return to 1D fitting model, click the same button (which will now say Show 1D).

Category Manager

To change the model categorizations, either choose Category Manager from the View option on the menubar, or click on the Modify button on the Fit Page.

cat_fig0.bmp

The categorization of all models except the user supplied Plugin Models can be reassigned, added to, and removed using Category Manager. Models can also be hidden from view in the drop-down menus.

cat_fig1.bmp

Changing category

To change category, highlight a model in the list by left-clicking on its entry and then click the Modify button. Use the Change Category panel that appears to make the required changes.

cat_fig2.bmp

To create a category for the selected model, click the Add button. In order to delete a category, select the category name and click the Remove Selected button. Then click Done.

Showing/hiding models

Use the Enable All / Disable All buttons and the check boxes beside each model to select the models to show/hide. To apply the selection, click Ok. Otherwise click Cancel.

NB: It may be necessary to change to a different category and then back again before any changes take effect.

Model Functions

For a complete list of all the library models available in SasView, see the Model Documentation .

It is also possible to add your own models.

Adding your own Models

There are essentially three ways to generate new fitting models for SasView:

  • Using the SasView :ref:`New_Plugin_Model` helper dialog (best for beginners and/or relatively simple models)

    ?
  • By copying/editing an existing model (this can include models generated by the New Plugin Model* dialog) in the :ref:`Python_shell` or :ref:`Advanced_Plugin_Editor` (suitable for all use cases)

    ??
  • By writing a model from scratch outside of SasView (only recommended for code monkeys!)

Please read the guidance on :ref:`Writing_a_Plugin` before proceeding.

?

To be found by SasView your model must reside in the *~\.sasview\plugin_models* folder.

Plugin Model Operations

From the Fitting option in the menu bar, select Plugin Model Operations

edit_model_menu.png

and then one of the sub-options

  • New Plugin Model - to create a plugin model template with a helper dialog
  • Sum|Multi(p1,p2) - to create a plugin model by summing/multiplying existing models in the model library
  • Advanced Plugin Editor - to create/edit a plugin model in a Python shell
  • Delete Plugin Models - to delete a plugin model
  • Load Plugin Models - to (re-)load plugin models

New Plugin Model

Relatively straightforward models can be programmed directly from the SasView GUI using the New Plugin Model Function.

new_model.bmp

When using this feature, be aware that even if your code has errors, including syntax errors, a model file is still generated. When you then correct the errors and click 'Apply' again to re-compile you will get an error informing you that the model already exists if the 'Overwrite' box is not checked. In this case you will need to supply a new model function name. By default the 'Overwrite' box is checked.

Also note that the 'Fit Parameters' have been split into two sections: those which can be polydisperse (shape and orientation parameters) and those which are not (eg, scattering length densities).

A model file generated by this option can be viewed and further modified using the :ref:`Advanced_Plugin_Editor` .

?

SasView version 4.2 made it possible to specify whether a plugin created with the New Plugin Model dialog is actually a form factor P(Q) or a structure factor S(Q). To do this, simply add one or other of the following lines under the import statements.

For a form factor:

form_factor = True

or for a structure factor:

structure_factor = True

If the plugin is a structure factor it is also necessary to add two variables to the parameter list:

parameters = [
                ['radius_effective', '', 1, [-numpy.inf, numpy.inf], 'volume', ''],
                ['volfraction', '', 1, [-numpy.inf, numpy.inf], '', ''],
                                    .
                                    .

and to the declarations of the functions Iq and Iqxy::

def Iq(x , radius_effective, volfraction, ...):
def Iqxy(x, y, radius_effective, volfraction, ...):

Such a plugin should then be available in the S(Q) drop-down box on a FitPage (once a P(Q) model has been selected).

Sum|Multi(p1,p2)

sum_model.bmp

This option creates a custom Plugin Model of the form:

Plugin Model = scale_factor * {(scale_1 * model_1) +/- (scale_2 * model_2)} + background

or:

Plugin Model = scale_factor * (model1 * model2) + background

In the Easy Sum/Multi Editor give the new model a function name and brief description (to appear under the Details button on the FitPage). Then select two existing models, as p1 and p2, and the required operator, '+' or '*' between them. Finally, click the Apply button to generate and test the model and then click Close.

Any changes to a plugin model generated in this way only become effective after it is re-selected from the plugin models drop-down menu on the FitPage. If the model is not listed you can force a recompilation of the plugins by selecting Fitting > Plugin Model Operations > Load Plugin Models.

SasView version 4.2 introduced a much simplified and more extensible structure for plugin models generated through the Easy Sum/Multi Editor. For example, the code for a combination of a sphere model with a power law model now looks like this:

from sasmodels.core import load_model_info
from sasmodels.sasview_model import make_model_from_info
model_info = load_model_info('sphere+power_law')
model_info.name = 'My Plugin Model'
model_info.description = 'sphere + power_law'
Model = make_model_from_info(model_info)

To change the models or operators contributing to this plugin it is only necessary to edit the string in the brackets after load_model_info, though it would also be a good idea to update the model name and description too!!!

The model specification string can handle multiple models and combinations of operators (+ - * /) which are processed according to normal conventions. Thus 'model1+model2*model3' would be valid and would multiply model2 by model3 before adding model1. In this example, parameters in the FitPage would be prefixed A_ (for model2), B_ (for model3) and C_ (for model1). Whilst this might appear a little confusing, unless you were creating a plugin model from multiple instances of the same model the parameter assignments ought to be obvious when you load the plugin.

This streamlined approach to building complex plugin models from existing library models, or models available on the Model Marketplace, also permits the creation of P(Q)S(Q) plugin models, something that was not possible in earlier versions of SasView.

Advanced Plugin Editor

Selecting this option shows all the plugin models in the plugin model folder, on Windows this is

C:\Users\{username}\.sasview\plugin_models

You can edit, modify, and save the Python code in any of these models using the Advanced Plugin Model Editor. Note that this is actually the same tool as the :ref:`Python_shell` .

?

For details of the SasView plugin model format see :ref:`Writing_a_Plugin` .

?

Note

Model files generated with the Sum/Multi option are still using the SasView 3.x model format. Unless you are confident about what you are doing, it is recommended that you only modify lines denoted with the ## <----- comments!

When editing is complete, select Run > Check Model from the Advanced Plugin Model Editor menu bar. An Info box will appear with the results of the compilation and model unit tests. The model will only be usable if the tests 'pass'.

../calculator/new_pycrust_example_2.png

To use the model, go to the relevant Fit Page, select the Plugin Models category and then select the model from the drop-down menu.

Any changes to a plugin model generated in this way only become effective after it is re-selected from the model drop-down menu on the FitPage.

Delete Plugin Models

Simply highlight the plugin model to be removed. The operation is final!!!

NB: Models shipped with SasView cannot be removed in this way.

Load Plugin Models

This option loads (or re-loads) all models present in the ~\.sasview\plugin_models folder.

Fitting Options

It is possible to specify which optimiser SasView should use to fit the data, and to modify some of the configurational parameters for each optimiser.

From Fitting in the menu bar select Fit Options, then select one of the following optimisers:

  • DREAM
  • Levenberg-Marquardt
  • Quasi-Newton BFGS
  • Differential Evolution
  • Nelder-Mead Simplex

The DREAM optimiser is the most sophisticated, but may not necessarily be the best option for fitting simple models. If uncertain, try the Levenberg-Marquardt optimiser initially.

These optimisers form the Bumps package written by P Kienzle. For more information on each optimiser, see the :ref:`Fitting_Documentation`.

?

Fitting Limits

By default, SasView will attempt to model fit the full range of the data; ie, across all Q values. If necessary, however, it is possible to specify only a sub-region of the data for fitting.

In a FitPage or BatchPage change the Q values in the Min and/or Max text boxes. Vertical coloured bars will appear on the graph with the data and 'theory' indicating the current Q limits (red = Qmin, purple = Qmax).

To return to including all data in the fit, click the Reset button.

Shortcuts

Copy/Paste Parameters

It is possible to copy the parameters from one Fit Page and to paste them into another Fit Page using the same model.

To copy parameters, either:

  • Select Edit -> Copy Params from the menu bar, or
  • Use Ctrl(Cmd on Mac) + Left Mouse Click on the Fit Page.

To paste parameters, either:

  • Select Edit -> Paste Params from the menu bar, or
  • Use Ctrl(Cmd on Mac) + Shift + Left-click on the Fit Page.

If either operation is successful a message will appear in the info line at the bottom of the SasView window.

Bookmark

To Bookmark a Fit Page either:

  • Select a Fit Page and then click on Bookmark in the tool bar, or
  • Right-click and select the Bookmark in the popup menu.

Status Bar & Console

The status bar is located at the bottom of the SasView window and displays messages, hints, warnings and errors.

At the right-hand side of the status bar is a button marked Console. The Console displays available message history and some run-time traceback information.

During a long task the Console can also be used to monitor the progress.

Single Fit Mode

NB: Before proceeding, ensure that the Single Mode radio button at the bottom of the Data Explorer is checked (see the section :ref:`Loading_data` ).

?

This mode fits one data set.

When data is sent to the fitting it is plotted in a graph window as markers.

If a graph does not appear, or a graph window appears but is empty, then the data has not loaded correctly. Check to see if there is a message in the :ref:`Status_Bar` or in the Console window.

?

Assuming the data has loaded correctly, when a model is selected a green model calculation (or what SasView calls a 'Theory') line will appear in the earlier graph window, and a second graph window will appear displaying the residuals (the difference between the experimental data and the theory) at the same X-data values. See :ref:`Assessing_Fit_Quality`.

?

The objective of model-fitting is to find a physically-plausible model, and set of model parameters, that generate a theory that reproduces the experimental data and gives residual values as close to zero as possible.

Change the default values of the model parameters by hand until the theory line starts to represent the experimental data. Then uncheck the tick boxes alongside all parameters except the 'background' and the 'scale'. Click the Fit button. SasView will optimise the values of the 'background' and 'scale' and also display the corresponding uncertainties on the optimised values.

NB: If no uncertainty is shown it generally means that the model is not very dependent on the corresponding parameter (or that one or more parameters are 'correlated').

In the bottom left corner of the Fit Page is a box displaying the normalised value of the statistical |chi| 2 parameter returned by the optimiser.

Now check the box for another model parameter and click Fit again. Repeat this process until most or all parameters are checked and have been optimised. As the fit of the theory to the experimental data improves the value of 'chi2/Npts' will decrease. A good model fit should easily produce values of 'chi2/Npts' that are close to zero, and certainly <100. See :ref:`Assessing_Fit_Quality`.

?

SasView has a number of different optimisers (see the section :ref:`Fitting_Options`). The DREAM optimiser is the most sophisticated, but may not necessarily be the best option for fitting simple models. If uncertain, try the Levenberg-Marquardt optimiser initially.

?

Simultaneous Fit Mode

NB: Before proceeding, ensure that the Single Mode radio button at the bottom of the Data Explorer is checked (see the section :ref:`Loading_data` ).

?

This mode is an extension of the :ref:`Single_Fit_Mode` that fits two or more data sets to the same model simultaneously. If necessary it is possible to constrain fit parameters between data sets (eg, to fix a background level, or radius, etc).

?

If the data to be fit are in multiple files, load each file, then select each file in the Data Explorer, and Send To Fitting. If multiple data sets are in one file, load that file, Unselect All Data, select just those data sets to be fitted, and Send To Fitting. Either way, the result should be that for n data sets you have 2n graphs (n of the data and model fit, and n of the resulting residuals). But it may be helpful to minimise the residuals plots for clarity. Also see :ref:`Assessing_Fit_Quality`.

?

NB: If you need to use a custom Plugin Model, you must ensure that model is available first (see :ref:`Adding_your_own_models` ).

?

Method

Now go to each FitPage in turn and:

Select the required category and model;

Unselect all the model parameters;

Enter some starting guesses for the parameters;

Enter any parameter limits (recommended);

Select which parameters will refine (selecting all is generally a bad idea...);

When done, select Constrained or Simultaneous Fit under Fitting in the menu bar.

In the Const & Simul Fit page that appears, select which data sets are to be simultaneously fitted (this will probably be all of them or you would not have loaded them in the first place!).

To tie parameters between the data sets with constraints, check the 'yes' radio button next to Add Constraint? in the Fit Constraints box.

NB: You can only constrain parameters that are set to refine.

When ready, click the Fit button on the Const & Simul Fit page, NOT the Fit button on the individual FitPage's.

Simultaneous Fits without Constraints

The results of the model-fitting will be returned to each of the individual FitPage's.

Note that the chi2/Npts value returned is the SUM of the chi2/Npts of each fit. To see the chi2/Npts value for a specific FitPage, click the Compute button at the bottom of that FitPage to recalculate. Also see :ref:`Assessing_Fit_Quality`.

?

Simultaneous Fits with Constraints

Use the Easy Setup drop-down buttons in the Const & Simul Fit page to set up constraints between FitPage's.

Constraints will generally be of the form

Mi Parameter1 = Mj.Parameter1

however the text box after the '=' sign can be used to adjust this relationship; for example

Mi Parameter1 = scalar * Mj.Parameter1

A 'free-form' constraint box is also provided.

Many constraints can be entered for a single fit.

The results of the model-fitting will be returned to each of the individual FitPage's.

Note that the chi2/Npts value returned is the SUM of the chi2/Npts of each fit. To see the chi2/Npts value for a specific FitPage, click the Compute button at the bottom of that FitPage to recalculate. Also see :ref:`Assessing_Fit_Quality`.

?

Batch Fit Mode

NB: Before proceeding, ensure that the Single Mode radio button at the bottom of the Data Explorer is checked (see the section :ref:`Loading_data` ). The Batch Mode button will be used later on!

?

This mode sequentially fits two or more data sets to the same model. Unlike in simultaneous fitting, in batch fitting it is not possible to constrain fit parameters between data sets.

If the data to be fit are in multiple files, load each file in the Data Explorer. If multiple data sets are in one file, load just that file. Unselect All Data, then select a single initial data set to be fitted. Fit that selected data set as described above under :ref:`Single_Fit_Mode`.

?

NB: If you need to use a custom Plugin Model, you must ensure that model is available first (see :ref:`Adding_your_own_models` ).

?

Method

Now Select All Data in the Data Explorer, check the Batch Mode radio button at the bottom of that panel and Send To Fitting. A BatchPage will be created.

batch_button_area.bmp

NB: The Batch Page can also be created by checking the Batch Mode radio button and selecting New Fit Page under Fitting in the menu bar.

Using the drop-down menus in the BatchPage, now set up the same data set with the same model that you just fitted in single fit mode. A quick way to set the model parameter values is to just copy them from the earlier Single Fit. To do this, go back to the Single Fit FitPage, select Copy Params under Edit in the menu bar, then go back to the BatchPage and Paste Params.

When ready, use the Fit button on the BatchPage to perform the fitting, NOT the Fit button on the individual FitPage's.

Unlike in single fit mode, the results of batch fits are not returned to the BatchPage. Instead, a spreadsheet-like :ref:`Grid_Window` will appear.

?

If you want to visually check a graph of a particular fit, click on the name of a Data set in the Grid Window and then click the View Fits button. The data and the model fit will be displayed. If you select mutliple data sets they will all appear on one graph.

view_button.bmp

NB: In theory, returning to the BatchPage and changing the name of the I(Q) data source should also work, but at the moment whilst this does change the data set displayed it always superimposes the 'theory' corresponding to the starting parameters.

If you select a 'Chi2' value and click the View Fits button a graph of the residuals for that data set is displayed. Again, if you select multiple 'Chi2' values then all the residuals data will appear on one graph. Also see :ref:`Assessing_Fit_Quality`.

?

Chain Fitting

By default, the same parameter values copied from the initial single fit into the BatchPage will be used as the starting parameters for all batch fits. It is, however, possible to get SasView to use the results of a fit to a preceding data set as the starting parameters for the next fit in the sequence. This variation of batch fitting is called Chain Fitting, and will considerably speed up model-fitting if you have lots of very similar data sets where a few parameters are gradually changing. Do not use chain fitting on disparate data sets.

To use chain fitting, select Chain Fitting under Fitting in the menu bar. It toggles on/off, so selecting it again will switch back to normal batch fitting.

Grid Window

The Grid Window provides an easy way to view the results from batch fitting. It will be displayed automatically when a batch fit completes, but may be opened at any time by selecting Show Grid Window under View in the menu bar.

restore_batch_window.bmp

Once a batch fit is completed, all model parameters are displayed but not their uncertainties. To view the uncertainties, click on a given column then go to Edit in the menu bar, select Insert Column Before and choose the required data from the list. An empty column can be inserted in the same way.

To remove a column from the grid, click on the column header and choose Remove Column under Edit in the menu bar. The same functionality also allows you to re-order columns.

NB: You cannot insert/remove/re-order the rows in the Grid Window.

All of the above functions are also available by right-clicking on a column label.

edit_menu.bmp

NB: If there is an existing Grid Window and another batch fit is performed, an additional 'Table' tab will be added to the Grid Window.

The parameter values in the currently selected table of the Grid Window can be output to a CSV file by choosing Save As under File in the (Grid Window) menu bar. The default filename includes the date and time that the batch fit was performed.

Saved CSV files can be reloaded by choosing Open under File in the Grid Window menu bar. The loaded parameters will appear in a new table tab.

file_menu.bmp

NB: Saving the Grid Window does not save any experimental data, residuals or actual model fits. Consequently if you reload a saved CSV file the ability to View Fits will be lost.

Parameter Plots

Any column of numeric parameter values can be plotted against another using the Grid Window. Simply select one column at the time and click the Add button next to the required X/Y-axis Selection Range text box. When both the X and Y axis boxes have been completed, click the Plot button.

When the Add button is clicked, SasView also automatically completes the X/Y-axis Label text box with the heading from Row 1 of the selected table, but different labels and units can be entered manually.

plot_button.bmp

The X/Y-axis Selection Range can be edited manually. The text control box recognises the operators +, -, *, /, or 'pow', and allows the following types of expression :

  1. if an axis label range is a function of 1 or more columns, write this type of expression

    constant1 * column_name1 [minimum row index : maximum row index] operator constant2 * column_name2 [minimum row index : maximum row index]

    Example: radius [2 : 5] -3 * scale [2 : 5]

  2. if only some values of a given column are needed but the range between the first row and the last row used is not continuous, write this type of expression

    column_name1 [minimum row index1 : maximum row index1] , column_name1 [minimum row index2 : maximum row index2]

    Example: radius [2 : 5] , radius [10 : 25]

Combined Batch Fit Mode

The purpose of the Combined Batch Fit is to allow running two or more batch fits in sequence without overwriting the output table of results. This may be of interest for example if one is fitting a series of data sets where there is a shape change occurring in the series that requires changing the model part way through the series; for example a sphere to rod transition. Indeed the regular batch mode does not allow for multiple models and requires all the files in the series to be fit with single model and set of parameters. While it is of course possible to just run part of the series as a batch fit using model one followed by running another batch fit on the rest of the series with model two (and/or model three etc), doing so will overwrite the table of outputs from the previous batch fit(s). This may not be desirable if one is interested in comparing the parameters: for example the sphere radius of set one and the cylinder radius of set two.

Method

In order to use the Combined Batch Fit, first load all the data needed as described in :ref:`Loading_data`. Next start up two or more BatchPage fits following the instructions in :ref:`Batch_Fit_Mode` but DO NOT PRESS FIT. At this point the Combine Batch Fit menu item under the Fitting menu should be active (if there is one or no BatchPage the menu item will be greyed out and inactive). Clicking on Combine Batch Fit will bring up a new panel, similar to the Const & Simult Fit panel. In this case there will be a checkbox for each BatchPage instead of each FitPage that should be included in the fit. Once all are selected, click the Fit button on the BatchPage to run each batch fit in sequence

??combine_batch_page.png

The batch table will then pop up at the end as for the case of the simple Batch Fitting with the following caveats:

Note

The order matters. The parameters in the table will be taken from the model used in the first BatchPage of the list. Any parameters from the second and later BatchPage s that have the same name as a parameter in the first will show up allowing for plotting of that parameter across the models. The other parameters will not be available in the grid.

Note

a corralary of the above is that currently models created as a sum|multiply model will not work as desired because the generated model parameters have a p#_ appended to the beginning and thus radius and p1_radius will not be recognized as the same parameter.

combine_batch_grid.png

In the example shown above the data is a time series with a shifting peak. The first part of the series was fitted using the broad_peak model, while the rest of the data were fit using the gaussian_peak model. Unfortunately the time is not listed in the file but the file name contains the information. As described in :ref:`Grid_Window`, a column can be added manually, in this case called time, and the peak position plotted against time.

?combine_batch_plot.png

Note the discontinuity in the peak position. This reflects the fact that the Gaussian fit is a rather poor model for the data and is not actually finding the peak.

Note

This help document was last changed by Paul Butler, 10 September 2017

Docutils System Messages

????
Note: See TracBrowser for help on using the repository browser.