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Overlays

In HEXRDGUI, "overlays" are lines or spots drawn on top of the images that represent different patterns found in the images. Specifically, there are three main types of overlays in HEXRDGUI:

These overlays are drawn in all three view modes. Each type of overlay has the option to display tolerance ranges. And each type of overlay is used to perform calibration. An example containing powder and Laue overlays in the polar view is provided below:

Tardis Powder and Laue Overlays

The main entrypoint for accessing the overlay settings is through the overlay manager.

Overlay Manager

The overlay manager dialog is used to manage the overlays found in the various views. It is accessible through the materials panel:

Materials Panel Overlay Manager

The relevant button is boxed in blue. When that button is clicked, the overlay manager dialog will appear:

Overlay Manager Dialog

The overlay manager displays a table where each row is a separate overlay. New overlays may be added using the Add button. If a row is selected, it may be removed using the Remove button, or its style may be edited via the Edit Style button (see the style editor section for more details).

Within each row, the overlay's name, material, type, and visibility may be edited. If a row is selected, more options for that overlay will be displayed at the bottom. The options displayed will depend on the overlay type. See the sections for each overlay type below for more information about these options.

Overlay Style Editor

An overlay's drawing style in the canvas may be edited using the overlay style editor. The button that opens the style editor is found in the Overlay Manager Dialog.

The types of style options depend on the overlay type. A powder overlay's settings appear as the following:

Powder Overlay Style Editor

The color, line style, and line width of either the main data lines or the ranges lines may be edited here. Changes are reflected immediately in the canvas so that the appearance may be seen, but changes are not actually saved unless the "OK" button is pressed (pressing the "Cancel" button will revert to the previous settings).

A Laue overlay's settings appear as the following:

Laue Overlay Style Editor

Note that because the main Laue data consists of spots instead of lines, there are marker settings instead of line style settings.

Laue overlays also have the option to display labels (see Laue overlays). The style of the labels may be edited here as well.

Rotation series overlay style settings are similar to Laue settings except that they do not contain the option to edit label styles (since labeling is currently not an option for them).

Powder Overlays

Powder patterns arise from samples where there are many small crystals (powder-like) that are oriented in random directions. The patterns appear as lines in the images, and can either be straight or curved, depending on the view and whether or not distortions were present.

An example of powder overlays being displayed in the cartesian view may be seen in the 4-detector example below:

Hydra Powder Overlays

The blue, green, and red lines are the powder overlays. On the outer corners of the detectors, you can see there are actual lines in the detector images. The overlays are aligned on top of these lines. As such, this is an example of calibrated data.

Let's take a closer look at the overlays. Zooming into a region of the canvas and enlarging the overlays (see style editor) results in the following image:

Hydra Powder Overlays Closeup

In this case, the blue solid lines are the simulated powder lines. The green dotted lines are the ranges (defined by the width, see options below). The red dotted lines indicate that two ranges were overlapping and were merged together to form one larger range.

Powder Overlay Options

In the overlay manager, if a row for a powder overlay is selected, options similar to the following will appear at the bottom:

Powder Overlay Options

The first thing to note is the Reflections Table button. Clicking this will open up a reflections table for the powder overlay's material.

The powder overlay HKLs that are drawn are those whose rows are selected in the reflections table. Modifying the selected rows in the reflections table will immediately update which HKLs are drawn. These selected rows also determine which HKLs are used in calibration methods. See Reflections Table for more info.

Note: the reflections table selections are saved on the material itself, so if you have multiple powder overlays with the same material, modifying the selected reflections will affect all of the powder overlays

The next setting is Enable Width, along with the width value to the right of the checkbox. If this is enabled, the specified width will be used to compute ranges around the simulated data. These ranges are by default displayed using dotted lines, and can be merged if ranges from two lines are overlapping (see closeup image above). These ranges are used in various calibration methods (although some methods allow the ranges to be specified separately)

Note: the width settings are also saved on the material itself, so if you have multiple powder overlays with the same material, modifying the width settings of one will affect the others

In the Distortion group, a few different distortion types may be selected in order to take into account distortions to the powder diffraction patterns in the images. The simplest one is offset, which is a sample offset, in case the sample is displaced from the origin. An offset with all zeros is equivalent to "no distortion". The other option is Pinhole Camera Correction - see Pinhole Distortion for more information.

Clip with panel buffer? is used to indicate whether the overlays should be clipped so that they do not appear over excluded pixels (as specified by the panel buffer).

The Refinements section allows the user to set which material lattice parameters are refinable during calibration. Note that this is also accessible in the refinements editor (see refinements for more details).

Pinhole Distortion

Instruments that produce x-rays by burning a metal foil often require a pinhole to restrict the x-rays that reach the detectors. The presence of the pinhole can cause some distortion effects of the patterns and spots on the detector. A few distortion methods are present in HEXRDGUI to help correct for these effects.

The pinhole distortion methods may be found in the overlay manager. After selecting the row of a powder overlay, choose "Pinhole Camera Correction" from the "Distortion" combo box. The "Correction Type" may then be selected below.

All of the pinhole distortion methods require a correct finite source distance to be specified within the "Form View" of the instrument configuration.

Sample Layer Distortion

The sample layer distortion is a correction based upon the difference in the sample position and the pinhole position. The relevant options for it in the GUI can be seen below:

Sample Layer Distortion Options

An example of simulated TARDIS data with a sample layer distortion applied is pictured below:

Sample Layer Distortion

See Polar View Distortion for an example of using this distortion to transform the polar view.

JHE Pinhole Distortion

The JHE (Jon H. Eggert) pinhole distortion arises from the following observation from Eggert:

"In my PXRDIP and TARDIS Igor analysis package, I approximated this correction by assuming that the pinhole diffraction arises from the center of the pinhole wall opposite the image-plate pixel."

This method takes two parameters: the pinhole radius, and the pinhole thickness.

Both the JHE Pinhole Distortion and the Rygg Pinhole Distortion include a button labeled "Apply Panel Buffers from Pinhole Dimensions". This button will modify the panel buffers so that pixels that fall outside the pinhole dimensions will be excluded. This can be helpful because both the pixel and overlay values outside of the pinhole dimensions are often invalid.

Rygg Pinhole Distortion

The Rygg pinhole distortion is fully described in this paper.

It shares the same options as the JHE method, but also has an extra parameter for the number of ϕ elements. Increasing the number of ϕ elements will improve accuracy at the cost of greater computational expense.

The Rygg pinhole distortion is more complex and often more accurate than the JHE pinhole distortion.

Polar View Distortion

The pinhole corrections may be used to transform the polar view. This essentially distorts the polar view so that the curved overlays are now straight.

If a powder overlay exists in the overlay manager in which a pinhole correction is applied, then a checkbox in the polar view settings appears that allows an overlay to be selected:

Polar View Distortion Options

The blue box in the image surrounds the relevant options.

If one of the overlays is selected, the pinhole distortion from that overlay is used to distort the polar view. For instance, for the Sample Layer Distortion example provided above, distorting the polar view using the "Ta powder" overlay results in the following:

Sample Layer Distortion Polar

Note that the green lines (Tantalum powder) are now straight instead of curved. The red lines (gamma_Fe) are transformed as well, and are almost straight (but not quite).

This can be particularly helpful for calibration, and it can be done for any overlay with a pinhole distortion.

Laue Overlays

Laue overlays are spots resulting from an x-ray passing through a single crystal. An example using simulated data can be seen below:

Simulated TARDIS Laue Overlays

Laue Overlay Options

Unlike the powder and rotation series overlays, Laue overlays are not affected by selections in the reflections table. Instead, the spots that are generated are based upon the Min d-spacing (computed) (see the Materials Panel) along with the min and max energies specified in the Laue overlay options. An example of Laue overlay options can be seen below:

Laue Overlay Options

As mentioned previously, the min and max energies (along with the Min d-spacing (computed)) are what are used to determine which spots will be generated.

Since the Laue overlays are spots, they have two width parameters: 2θ and η. The shape of the width bounding box may either be an ellipse (default) or a rectangle. Similar to the powder overlays, these width settings are used during calibration methods.

Note: Unlike the powder overlays, the width settings here are not saved on the material, and thus every Laue overlay may have different width settings

The Laue overlays also require crystal parameters to be specified. These include the crystal's orientation, position, and stretch matrix. These parameters may be entered manually or loaded via a grains.out file (or alternatively loaded from the results of various steps in the HEDM workflow, if available. These options appear if the Load button is clicked).

The Slider tab enables interactive editing of the orientation and the position (the Laue overlays in the canvas will update in real-time while the sliders are being modified). And the Refinements tab allows crystal parameters to be flagged for refinement during calibration. The refinement settings may also be found in the refinements editor (see refinements for more details).

Below the crystal parameters, the sample frame orientation may be specified.

Finally, a label for each spot may be optionally drawn in the canvas. The current types of labels are HKL and Energy. Offset options are provided in order to specify where the labels should be drawn relative to the spots in the canvas. The label style settings may be edited in the Overlay Style Editor.

An example of labeling the Laue overlays by energy may be seen below.

Laue Overlay Energy Labels

Creating a Mask using Laue Overlays

Sometimes, Laue spots in the image arise from the presence of something other than the sample, such as the material for a window (like LiF). If that is the case, masking out these spots is often appropriate. This can be done by first creating the Laue overlay with the correct settings so that all relevant spots on the image are within the Laue overlay ranges, and then, (within the polar view) clicking Edit->Masks->Apply Laue Mask to Polar. This will mask out all pixels within visible Laue spot ranges.

Rotation Series Overlays

Rotation series overlays represent patterns coming from a grain in a rotation series. These overlays are particularly important for the HEDM workflow. They may be drawn on either unaggregated or aggregated views of the data.

Rotation Series General Settings

Similar to the powder overlays, but unlike the Laue overlays, selections in the reflections table are used to determine which spots are drawn.

Note: similar to the powder overlays, the reflections table selections are saved on the material itself, so if you have multiple rotation series overlays with the same material, modifying the selected reflections will affect all of the rotation series overlays

An example aggregated view is provided below:

Aggregated Rotation Series Overlays

Zooming in on a region in the canvas reveals that, since this data is calibrated, the rotation series overlays align with major spots in the image:

Aggregated Rotation Series Overlays Closeup

Options for these overlays appear as follows:

Rotation Series Overlay Options

Since the image data was aggregated when it was loaded in (see Simple Image Series for more information about image series aggregation), the Aggregated checkbox is disabled. Since the images were aggregated, the overlays must be aggregated as well. However, if the images were not aggregated, the overlays may be displayed on their correct frame. In this case, if Aggregated is unchecked, then the Omega Width is used to determine whether or not a spot should be drawn on a frame. An example is provided below:

Rotation Series Unaggregated Example

Note that the bottom of the image indicates the selected frame, and provides the frame index and the omega range for the frame. If the omega range of the spot (computed using the spot's omega value and the Omega Range setting in the options) overlaps with the center of the omega range of the frame, the spot will be drawn.

Note: even if the overlay is aggregated, the Omega Width is still enabled because it is used in rotation series calibration

The next option is the omega period. If the image data includes the omega information (it must be loaded using the Simple Image Series to do so), the omega period can be pulled directly from the image series. In this case, it is from 0 to 360 (although the spin boxes are grayed out, they display the correct values). The Use from Image Series may be unchecked, however, and the settings edited manually if needed. Note that this range must be equal to 360° - an error will be raised if it is not.

Similar to the Laue overlays, two width parameters are required: 2θ and η. Unlike the Laue overlays, however, only rectangular ranges are allowed.

Similarly to the Laue overlays, crystal parameters must be specified. These may either be entered manually or loaded in. If the Load button is clicked, a grain may be selected from a grains.out file, from the most recent indexing results, from the most recent fit grains results, or from the most recent rotation series calibration results.

Also similarly to Laue overlays, the crystal orientation and position may be edited interactively in the Slider tab, and whether or not the crystal parameters are refinable may be selected in the Refinements tab (the refinement settings may also be accessed via the refinements editor - see refinements for more details).

Eta and Omega Ranges

At the top of the rotation series options, note that in addition to a General tab, there is also a tab to edit the eta and omega ranges.

Rotation Series Eta Omega Ranges

This tab allows valid ranges of eta and omega values to be specified. This is particularly useful if there is a range of eta or omega values that should not be included. For instance, if you wish to exclude (0, 30°) for eta, your eta ranges may be (-180°, 0) for the first range, and then (30°, 180°) for the second range. This will result in the (0, 30°) eta range being excluded, as can be seen in the aggregated example below:

Rotation Series Overlays Eta Wedge

Ranges may be added using the + button at the bottom, and selected ranges may be removed using the - button at the bottom.

If omega data is available in the image series (it must have been loaded using the Simple Image Series), then by default, the omega range from the image series will be used. The user may override this, however, by unchecking Use from Image Series and then creating ranges of valid omega values.

Optionally, the eta ranges may also be automatically generated by using the Mask by Wedge button. This essentially creates ranges that exclude wedges around -90° and 270°. If clicked, a dialog will appearing asking for an η Mask Width in degrees (defaults to ). The resulting ranges will be (-90° + width, 90° - width) and (90° + width, 270° - width). So, for example, choosing a width of will result in ranges of (-85°, 85°) and (95°, 265°).

Use in HEDM Workflow

Rotation series overlays are particularly important in the HEDM workflow. After fit-grains is completed, one rotation series overlay is typically created for each grain (the grain results from fit-grains may be loaded by clicking the Load button within the Crystal Parameters section). These rotation series overlays are then used for rotation series calibration.