International
Tables for Crystallography Volume B Reciprocal space Edited by U. Shmueli © International Union of Crystallography 2006 |
International Tables for Crystallography (2006). Vol. B. ch. 2.4, pp. 270-271
Section 2.4.4.3. Refinement of heavy-atom parameters
a
Molecular Biophysics Unit, Indian Institute of Science, Bangalore 560 012, India, and bRaman Research Institute, Bangalore 560 080, India |
The least-squares method with different types of minimization functions is used for refining the heavy-atom parameters, including the occupancy factors. The most widely used method (Dickerson et al., 1961; Muirhead et al., 1967; Dickerson et al., 1968) involves the minimization of the function where the summation is over all the reflections and w is the weight factor associated with each reflection. Here is the observed magnitude of the structure factor for the particular derivative and is the calculated structure factor. The latter obviously depends upon the protein phase angle , and the magnitude and the phase angle of which are in turn dependent on the heavy-atom parameters. Let us assume that we have three derivatives A, B and C, and that we have already determined the heavy-atom parameters , and . Then, A set of approximate protein phase angles is first calculated, employing methods described later, making use of the unrefined heavy-atom parameters. These phase angles are used to construct for each derivative. (2.4.4.11) is then minimized, separately for each derivative, by varying for derivative A, for derivative B, and for derivative C. The refined values of , and are subsequently used to calculate a new set of protein phase angles. Alternate cycles of parameter refinement and phase-angle calculation are carried out until convergence is reached. The progress of refinement may be monitored by computing an R factor defined as (Kraut et al., 1962)
The above method has been successfully used for the refinement of heavy-atom parameters in the X-ray analysis of many proteins. However, it has one major drawback in that the refined parameters in one derivative are dependent on those in other derivatives through the calculation of protein phase angles. Therefore, it is important to ensure that the derivative, the heavy-atom parameters of which are being refined, is omitted from the phase-angle calculation (Blow & Matthews, 1973). Even when this is done, serious problems might arise when different derivatives are related by common sites. In practice, the occupancy factors of the common sites tend to be overestimated compared to those of the others (Vijayan, 1981; Dodson & Vijayan, 1971). Yet another factor which affects the occupancy factors is the accuracy of the phase angles. The inclusion of poorly phased reflections tends to result in the underestimation of occupancy factors. It is therefore advisable to omit from refinement cycles reflections with figures of merit less than a minimum threshold value or to assign a weight proportional to the figure of merit (as defined later) to each term in the minimization function (Dodson & Vijayan, 1971; Blow & Matthews, 1973).
If anomalous-scattering data from derivative crystals are available, the values of can be estimated using (2.4.4.7) or (2.4.4.9) and these can be used as the `observed' magnitudes of the heavy-atom contributions for the refinement of heavy-atom parameters, as has been done by many workers (Watenpaugh et al., 1975; Vijayan, 1981; Kartha, 1965). If (2.4.4.9) is used for estimating , the minimization function has the form The progress of refinement may be monitored using a reliability index defined as
The major advantage of using 's in refinement is that the heavy-atom parameters in each derivative can now be refined independently of all other derivatives. Care should, however, be taken to omit from calculations all reflections for which is likely to be the correct estimate of . This can be achieved in practice by excluding from least-squares calculations all reflections for which has a value less than the maximum expected value of for the given derivative (Vijayan, 1981; Dodson & Vijayan, 1971).
A major problem associated with this refinement method is concerned with the effect of experimental errors on refined parameters. The values of are often comparable to the experimental errors associated with and . In such a situation, even random errors in and tend to increase systematically the observed difference between them (Dodson & Vijayan, 1971). In (2.4.4.7) and (2.4.4.9), this difference is multiplied by k or , a quantity much greater than unity, and then squared. This could lead to the systematic overestimation of 's and the consequent overestimation of occupancy factors. The situation can be improved by employing empirical values of k, evaluated using the relation (Kartha & Parthasarathy, 1965; Matthews, 1966) for estimating or by judiciously choosing the weighting factors in (2.4.4.14) (Dodson & Vijayan, 1971). The use of a modified form of , arrived at through statistical considerations, along with appropriate weighting factors, has also been advocated (Dodson et al., 1975).
When the data are centric, (2.4.4.9) reduces to Here, again, the lower estimate most often corresponds to the correct value of . (2.4.4.17) does not involve which, as indicated earlier, is prone to substantial error. Therefore, 's estimated using centric data are more reliable than those estimated using acentric data. Consequently, centric reflections, when available, are extensively used for the refinement of heavy-atom parameters. It may also be noted that in conditions under which corresponds to the correct estimate of , minimization functions (2.4.4.11) and (2.4.4.14) are identical for centric data.
A Patterson function correlation method with a minimization function of the type was among the earliest procedures suggested for heavy-atom-parameter refinement (Rossmann, 1960). This procedure would obviously work well when centric reflections are used. A modified version of this procedure, in which the origins of the Patterson functions are removed from the correlation, and centric and acentric data are treated separately, has been proposed (Terwilliger & Eisenberg, 1983).
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