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Ilia Guzei Notes On OLEX2

The document provides installation instructions and updates for the development version of OLEX2, including new features and installation guidance for Windows and Mac systems. It highlights the necessity of additional programs like SHELXL, PLATON, and ORCA6 for optimal functionality. Users are encouraged to join a mailing list for updates and contribute feedback to improve the manual.

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0% found this document useful (0 votes)
233 views121 pages

Ilia Guzei Notes On OLEX2

The document provides installation instructions and updates for the development version of OLEX2, including new features and installation guidance for Windows and Mac systems. It highlights the necessity of additional programs like SHELXL, PLATON, and ORCA6 for optimal functionality. Users are encouraged to join a mailing list for updates and contribute feedback to improve the manual.

Uploaded by

julian carax
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 121

Notes on OLEX2-1.

5-dev
Updated on 17 April 2025, at 17:12.

Ilia A. Guzei
2124 Chemistry Department, University of Wisconsin-Madison, 1101 University Ave., Madison,
WI 53706 USA. Email: [email protected].

These Notes are for the development version, thus some features
described herein may not be available in the release version.

This is a living document. You are encouraged to e-mail me ([email protected]) your


comments, corrections, and suggestions. Many thanks to Patricia Armenta, Len Barbour,
Nattamai Bhuvanesh, Brian Dolinar, Oleg Dolomanov, Alex Filatov, Dean Johnston, Anthony
Linden, Martin Lutz, Brian Patrick, Horst Puschmann, Michael Roy, Tim Royappa, Amy Sarjeant,
Ton Spek, Richard Staples, Samantha Stegman, Charlotte Stern, Nils Trapp, Kraig Wheeler, and
Glenn Yap for proof-reading, suggestions, comments and contributions.

New:
I have decided to create a MAILING LIST for those who would like to get an e-mail every time this
manual gets updated. This would probably happen a few times a year. To join the list e-mail me
at [email protected]. I will keep the “Notes on OLEX2 e-mail list” private and will not share
it with anyone.
OLEX2 Manual April 17, 2025

This just in (April 17, 2025)


Installation instructions for ORCA6 and Microsoft MPI to enable multiprocessor structure
refinements with non-spherical atom models with olex2.refine have been added on page 16.

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OLEX2 Manual April 17, 2025

Table of Contents

This just in (February 3, 2025) ....................................................................................................... 2


Table of Contents ............................................................................................................................ 3
How to install OLEX2 under Windows .......................................................................................... 4
How to install OLEX2 on a Mac .................................................................................................... 8
Installing and using PLATON on a Mac and getting OLEX2 to use it ........................................ 11
Installation of Z𝑢𝑢rich Space Group Helper .................................................................................. 15
Installation of ORCA6 for OLEX2 ............................................................................................... 16
About the OLEX2 program .......................................................................................................... 17
Keyboard shortcuts ...................................................................................................................... 20
Mouse traps .................................................................................................................................. 21
Alphabetical list of selected commands .................................................................................... 22
Space group selection/manipulation ........................................................................................... 57
Space group changes ..................................................................................................................... 60
Additional structure manipulations. ............................................................................................ 60
How to combine / concatenate two or more commands into a macro command: ........................ 63
Constraining the molecular geometry ........................................................................................ 65
When a solvent cannot be modeled ......................................................................................... 74
Working with molecular graphics .............................................................................................. 76
Preparing CIF for publication ....................................................................................................... 85
DrawPlus and animations ............................................................................................................. 86
Structure matching ....................................................................................................................... 89
Working with hydrogen atoms................................................................................................... 95
Making the structure look professional................................................................................... 100
Deriving metric data using the GUI ....................................................................................... 102
Structure refinement with non-standard synchrotron wavelengths ............................................ 104
General useful commands ......................................................................................................... 108
How to include instrument specifications in the CIF file ........................................................... 113
Comments on the Report feature ................................................................................................ 117
Working with solid angles .......................................................................................................... 118
Some known issues and troubleshooting .................................................................................... 119

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OLEX2 Manual April 17, 2025

How to install OLEX2 under Windows


A: The program is available as a free download from http://www.olexsys.org; just follow the
installation instructions from the web. OLEX2 must be installed and launched at least once in the
administrator mode for all features to work for all computer users. You will also likely need the
programs SHELXS, SHELXT, and SHELXL (written by George Sheldrick) available free from
https://shelx.uni-goettingen.de/download.php. You may need to register on the site. SHELXS and
SHELXT, and SHELXL are necessary for structural solution and refinement. OLEX2 is able to
find installed versions of SHELXS, SHELXT, and SHELXL (or the entire SHELX suite). If it does
not, you will need to specify the path for the SHELXS, SHELXT, and SHELXL files on your
computer as follows.
Suppose your SHELXL package is in folder C:\SAXI\.
Under Windows 10, open the system properties panel by searching for “envi” in the computer
search box near the start button. The computer will prompt you to Edit the system environment
variables:

Under Advanced System Settings click on Environment Variables. Under System Variables select
Path, and add to the (rather long) line the following:
;c:\saxi
Save and close. Now OLEX2 will list the supported programs in its structure solution and structure
refinement drop-down menus.

Q: What other programs do I need, and how do I install them?


A: OLEX2 can work seamlessly with other programs such as SHELXL, PLATON, XP, Superflip,
and Pov-ray. The instructions below imply that you have licenses for the programs.

0. Close OLEX2.

1. Download SHELXL from http://SHELX.uni-ac.gwdg.de/SHELX/ and install it in


C:\SAXI\
You may have to register – it is free.

2. Put XP.exe and superflip.exe in the same folder, C:\SAXI\.

3. Download the PLATON for Windows Taskbar and PLATON executable and check.def from
http://www.chem.gla.ac.uk/~louis/software/PLATON/ and put them into
C:\PWT\
Make sure you put all PLATON-related files into this folder.

4. Some environment variables need to be set as follows. In Windows 10, go to Start→Control


Panel→System. On the right side of the screen, choose Advanced system settings and in the

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OLEX2 Manual April 17, 2025

System Properties choose the Advanced tab and click on the “Environment Variables…” button.
It may look something like this:

Under “User variables for username” click on “New…” and in the “Variable Name” type
CHECKDEF and in the “Variable value” type c:\pwt\check.def as shown:

Click OK.

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OLEX2 Manual April 17, 2025

If there is no PATH variable in the “User variable for username” section - click on the “New…”
button again and in the “Variable name” type:
PATH
and for the “Variable value:” type
c:\saxi\;c:\pwt\
as shown below

Click OK and close the windows you opened while navigating to the Advanced System Settings.

5. Start OLEX2. Let’s check if the procedure worked. Open a structure. Go to Work→Refine and
expand the Refinement Program dropdown menu. If you installed the programs correctly, you
should see, at a minimum, SHELXL and OLEX2.refine there:

If you are not seeing SHELXL – go back to the Advanced System Settings and modify the PATH
System variable (rather than User variable) to include c:\saxi\. To do so, highlight the PATH
variable, click Edit, navigate to the end of this rather long line, and append ;c:\saxi\ to the
end of the line. Note the leading semicolon – it is needed to separate the values on the line:

OLEX2 should be restarted for the changes to take effect. If this does not work – move the
c:\saxi\; part to the beginning of the “Variable value” line (note the semicolon). OLEX2
should be restarted for the changes to take effect.

Once SHELXL is visible, select it in the dropdown menu and run a refinement.

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OLEX2 Manual April 17, 2025

Now click on the PLATON button located in the very top row:

PLATON should launch and you should see PLATON’s interface with all the buttons.
If it does not work – modify the PATH environment variable for the System, similarly to the
suggestions for the c:\saxi above.

Important: if you launched PLATON successfully, you need to close the PLATON interface and
PLATON-generated windows before you can return to OLEX2, otherwise OLEX2 will hang and
PLATON will run in the background (in which case it must be killed as a process in the Task
Manager).

Optional: Another good structure solution program, Superflip, can be downloaded from
http://superflip.fzu.cz/,and it too should be placed in the C:\SAXI folder.

A computer restart may be necessary at this point.

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OLEX2 Manual April 17, 2025

How to install OLEX2 on a Mac


OLEX2, SHELX, XPREP, ZSGH installation instructions for Mac
by Brian Dolinar, Patricia Armenta, Anthony Linden

In general, it is helpful to refer to a list of commands for the OSX terminal, such as the one found
here: http://ss64.com/osx/. The terminal will be used throughout the installation process.

OLEX2
Download OLEX2 from http://www.olexsys.org/. You need OLEX2 version 1.5 or later. Open
the downloaded .dmg file and drag the olex2.app icon to your system Applications folder. Do not
attempt to run OLEX2 from within the .dmg folder.

SHELX
1. Register (free) as a new SHELX user at https://shelx.uni-goettingen.de/.
2. Once you have registered, a password will be emailed to you. Navigate to the Downloads tab.
Click the link at the bottom of the page that says, “download the programs”. When prompted,
supply the username “shelx” and the password emailed to you.
3. You should now be looking at a web page that says “Index of /~gsheldr/bin”. Click the Mac
folder. Then download the .bz2 files you need. For Ilia’s class, you will at least need shelxl,
shelxt, shelxs and shredcif. Note that the latest version of shelxl is not present as a .bz2 file;
just download the executable file “shelxl” directly.
4. Navigate to your Downloads folder, or whatever folder you have designated to usually
receive downloads, and double-click on the .bz2 files you downloaded. This will extract your
SHELX executable files to your Downloads folder. Note that the download may result in file
names such as “2018_shelxl” rather than the needed “shelxl”; make sure the file names do
not have a year by renaming them to “shelxl”.
5. Open the application folder for OLEX2, but do not run the program. To open the folder,
right-click on the installed OLEX2 application icon in the Applications folder, i.e. olex2.app,
and select "Show Package Contents". Then in the window that appears, open the sub-folders
Contents and MacOS.
6. Place all the SHELX executables you plan to use, plus shredcif, in this folder.
7. In this step, please type exactly as written, including any spaces, dots and all forward
slashes. Open a MacOS Terminal window (located in Applications/Utilities) or XQuartz to
make sure these files are executable:
type: cd /Applications/olex2.app/Contents/MacOS (“cd” stands for change
directory) – this navigates to the place where you just put the SHELX executables.

type: chmod a+x shelx* shredcif


If this fails because of permissions, repeat the instruction as
sudo chmod a+x shelx* shredcif

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OLEX2 Manual April 17, 2025

then give an administrator password


Also type: xattr -d com.apple.quarantine shelx* shredcif

"chmod" changes the permissions of the SHELX programs and shredcif to become
executable files and gives all users permission to run them.
"xattr" bypasses Apple's security that blocks running an app from an unknown developer the
first time. Alternatively, one can right click on the SHELX or shredcif icon, select open from
the popup and allow the app to be opened when a security popup appears, as one normally
does with unknown apps in the Finder. In that case, the app will subsequently crash as it is
not designed to run under Finder, but that is OK. Running the SHELX programs from within
OLEX2 might fail until this step has been completed. Just needed the very first time you
install any SHELX program.
8. Start OLEX2 by double-clicking on the installed OLEX2 application icon. The first time,
Apple security might not allow you to open OLEX2 because it was downloaded from the
internet. You can force it to open by right-clicking on the icon and selecting "Open" from the
drop-down menu, then selecting "Open" from the pop-up. It is safe to do that.
9. Click the Work tab. Then click the drop-down arrow for the Solve menu. Verify that
OLEX2.solve, ShelXT and ShelXS are listed as structure solution programs.
10. Click the drop-down arrow for the Refine menu. Verify that OLEX2.refine and ShelXL are
listed as refinement programs.
11. The first time you run a process like structure solution or refinement in OLEX2, Apple
security might ask if you want to allow OLEX2 access to certain folders, such as the Desktop
or Documents folder. It is safe to agree to that.
12. You can verify that shelxt, shelxs and shelxl work by running them on a structure data set
that you have opened, or by using the built-in sucrose example accessed from the Home
pane.

XPREP (This is for Chemical Crystallography at UW–Madison only. XPREP is not freeware.)

1. Download XQuartz-2.8.5.dmg from https://xquartz.macosforge.org/landing/. This program


contains certain libraries that allow XPREP to work correctly. Older computers may not need
this, but newer ones do.
2. Open the .dmg file, then run the installer. The installation will take ~5 minutes. Be patient.
3. To obtain XPREP, download the program from the Box set up by Ilia. Select the mac
version.
4. Once it is downloaded, rename XPREPformac to xprep.
5. Open a MacOS Terminal window (located in Applications/Utilities) and change the directory
to your Downloads folder. Do this by typing the command “cd” and dragging the downloads
folder into the terminal. Press enter. Your terminal should now pointing to the Downloads
folder.
6. Type the following command into your terminal: “chmod +x xprep”. This changes the mode
on XPREP to allow it to be executed by your computer. The icon should also change from a
blank white icon to one that shows a black and green computer terminal.

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OLEX2 Manual April 17, 2025

7. Your terminal’s directory should still be the folder that contains XPREP. Run XPREP by
typing “./xprep” into your terminal. If it works, it will list some information about
XPREP and prompt you to a reflection file.
8. To run XPREP on a structure, copy the executable into a folder that contains the
structurename.hkl and structurename.p4p files . Navigate to that folder and then type
./XPREP structurename
XPREP should load the .hkl and .p4p files and show statistics about lattice centering.

However, XPREP can be installed in the /usr/local/bin folder and then be called for
anywhere. This way, users never have to worry about moving the XPREP executable and can
use it more easily.
Once XPREP has been installed, it can easily be moved into the /usr/local/bin folder the same
way that PLATON is moved, using the command:
sudo mv xprep /usr/local/bin

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OLEX2 Manual April 17, 2025

Installing and using PLATON on a Mac


and getting OLEX2 to use it
Anthony Linden, Department of Chemistry, University of Z𝑢𝑢̈ rich, Switzerland,
[email protected] and Patricia Armenta, UW–Madison

Here is how to get PLATON running on a Mac. PLATON uses X11 for its GUI, so you need the
X11 libraries and tools and you then need a Fortran compiler. Ton Spek does not create compiled
versions of PLATON with static libraries, hence you must compile it yourself and the need for
all this.

The instructions below should work with Mac OS 12 (Monterey), 13 (Ventura), 14 (Sonoma),
and 15 (Sequoia) on both Intel and M1/M2/M3/M4 chipset Macs. The procedure sometimes
changes a little for each new Mac OS version, mainly because X11 libraries sometimes change
location and a PLATON executable compiled under one OS does not always work under
another. Once you get this set up for one OS, it usually works from then on at least until the next
OS is installed, so you usually only need to do the actual compile step when updating PLATON.
It is advisable to update and recompile PLATON regularly, because it is constantly being
improved.

If you are familiar with Unix/Linux, the following is probably clear to you. If not, please try to
follow the instructions exactly. Please read and type carefully, as there are important spaces,
dots and dashes within some commands. All line commands typed are case sensitive. Unix
commands usually do not give any feedback when they work correctly. Messages often mean
something might not have worked.

This looks long, but is quite quick if all goes well. Don’t be discouraged! Please reach out if
confused.

See also Ton Spek’s readme at https://www.platonsoft.nl/xraysoft/Mac-OSX/platon. Note that it


is unnecessary to install the full Xcode developer kit, just Command Line Tools (see below).

Note: In early 2024, some people experienced difficulties with compilation because of errors
during the final link (ld) stage concerning missing library definitions, or similar. Apparently a
previously installed version of Command Line Tools and/or gfortran had become incompatible
with the MacOS after an upgrade or update. If this happens to you when you have previously
been compiling PLATON successfully, try steps 3a and 4.

If needed, there is a stripped Fortran only version of PLATON (without graphics) available
(special) that usually compiles without problems. It allows for easy validation of jobs such as
'platon -U name.cif'.

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OLEX2 Manual April 17, 2025

1 - Download and install the latest XQuartz (2.8.5 or later) from https://xquartz.macosforge.org,
unless you have installed it already. XQuartz is needed and will start automatically when running
PLATON later on, because it acts as an X11 server for the PLATON graphics.

2 - Start XQuartz or open Terminal (either can be used here; both are located in
Applications/Utilities). When the window opens, you are in the top level directory (folder) for
your Mac user account. To return to this folder at any time, type 'cd'. To find out which folder
you are in at any time, type 'pwd'.

3 - Install Apple Command Line Tools; type in the XQuartz window:


xcode-select --install

3a - If you want to update an existing version of Command Line Tools, type in the XQuartz
window:
cd /Library/Developer/
sudo rm -rf CommandLineTools
(enter your password, then give it a little time)
xcode-select –install

4 - Download and install gfortran:


Go to https://github.com/fxcoudert/gfortran-for-macOS/releases
Download the gfortran version appropriate for your Mac OS version and chipset.
Double-click the downloaded .dmg file and run the gfortran installer.

Alternatively, you can install Homebrew from https://brew.sh, then enter in XQuartz or Terminal
the command: brew install gcc.

5 - Create a temporary folder named 'platon' at a convenient location. I use Desktop for now. If
you use uppercase letters for any part of the folder name, you must type it exactly the same way
from now on.

6 - Download the files: platon.f.gz, xdrvr.c.gz, sucrose.spf from:


https://www.platonsoft.nl/xraysoft/unix/platon and move them into the temporary folder just
created.
If access to the site is blocked by a security window, you can force it to open by clicking “show
more info” and then clicking “visit website” at the bottom of the pop-up window.

7 - In XQuartz, go to that folder; type:


cd
cd Desktop/platon

8 - gunzip the files platon.f.gz and xdrvr.c.gz (the Mac probably has done that automatically). If
not:
gunzip platon.f.gz
gunzip xdrvr.c.gz

9 - Compile PLATON. This is the most critical and often troublesome step. Type carefully and
exactly:

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OLEX2 Manual April 17, 2025

sudo gfortran -o platon platon.f xdrvr.c -I/opt/X11/include -


L/opt/X11/lib -lX11

Note that in the above, the character after the dash in -I/opt is an uppercase i. For -lX11, the
character before the uppercase X is a lowercase L. X11 is "Xeleven".

If nothing appears to be happening, just wait. The compiler takes a minute or two. If the
command prompt reappears after a while without any messages, you have succeeded; go to Step
10.

If this step fails with error messages after the long wait, either you did not type the compile
instruction exactly as above (a common mistake, so try again carefully), or Command Line Tools
or gfortran are not the latest versions; see the Note before Step 1 on the previous page.

If you have an earlier version of the Mac OS, e.g. Yosemite or Mavericks, the X11 libraries
might not be where they are expected to be and one of the following might work instead (these
will certainly not work if you use El Capitan or later):
gfortran -o platon platon.f xdrvr.c -L/opt/X11/lib -lX11
gfortran -o platon platon.f xdrvr.c -L/usr/X11/lib -lX11

10 - Copy the newly created file 'platon' (the executable) to /usr/local/bin or any other location
you like your executables, such as shelxl, etc., to be. I recommend not putting these in the system
Applications folder, nor should you leave them in the temporary platon folder used for the
compilation.

If you have already installed PLATON once before or want to use a location other than
/usr/local/bin for the executable, go to Step 10a, otherwise type:
sudo mkdir -m 755 /usr/local/bin
Then enter your password, if requested. If a 'File exists' message appears, you can ignore it.

10a - Type the two instructions below. If you prefer to use a different folder of your choice, use
the path to it instead of /usr/local/bin in the following; for example, the OLEX2 installation
instructions suggested putting the SHELX programs inside the OLEX2 app at
/Applications/olex2.app/Contents/MacOS, so you could use that location for PLATON, too.

Note that the dot at the end of the 'cp' line is important.
sudo cp platon /usr/local/bin/.
sudo chmod -R 755 /usr/local/bin/platon

Quit XQuartz (or Terminal) and start it again so the system knows about the new program (or
type 'hash -r' if in the default bash shell, 'rehash' if in tcsh or csh). Only needed the first
time you install PLATON.

11 - Test: type 'platon sucrose.spf' in the XQuartz window (you have to be in the
temporary platon folder again if you moved away), click on ORTEP in the main PLATON menu
window for an ORTEP plot.

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OLEX2 Manual April 17, 2025

If all is well, you have a working version of PLATON that you can now use quite independently
of any other program simply by using the command line in XQuartz or a Terminal window with
any CIF, for example by typing 'platon structurename.cif'. Similarly, if the SHELX
programs are on a known path, you can run them manually from there too. All you need to do is
'cd' to the folder containing your current structure files.

To update PLATON at any time, repeat steps 6-10. The availability of a new version is indicated
on the PLATON opening window (red text starting with WEB:) and you can download the new
version by clicking on that information. The compilation and installation steps can be simplified
by creating a makefile with the relevant instructions. See hints at
https://www.cs.colby.edu/maxwell/courses/tutorials/maketutor/. A makefile for compiling
PLATON is below. Remove the # from the first two lines if your Mac does not automatically
unzip the downloads. <tab> means insert the tab character on those lines. Save this as a file
called 'makefile' in the same place as the platon.f and xdrvr.c files and run it in XQuartz or
Terminal with the command 'make' to compile and then, if no errors, 'make install' to move
things to the right place.

platon:
#<tab> gunzip -f platon.f.gz
#<tab> gunzip -f xdrvr.c.gz
<tab> gfortran -o platon platon.f xdrvr.c -I/usr/X11/include -
L/opt/X11/lib -lX11

install:
<tab> mv platon /usr/local/bin/.
<tab> chmod 755 /usr/local/bin/platon

How to get OLEX2 to use PLATON on a Mac

To get OLEX2 to know that PLATON exists, and thus show the 'Pton' button at the top of the
main GUI instruction panel, and to start PLATON, you need to do the steps below.

1 - Install PLATON as described above. Make a note of the full path to where you put the
PLATON executable. For example, /usr/local/bin if you put it there. It is convenient if you also
put the executables for SHELXT, SHELXL, SHREDCIF, etc. in the same location. The OLEX2
installation instructions suggest putting the SHELX programs in
/Applications/olex2.app/Contents/MacOS, so you could use that location for PLATON, too.

2 – This step is not needed if you put platon in /Applications/olex2.app/Contents/MacOS. Start


OLEX2. In the main GUI instruction panel, select the Home panel and then click on the Settings
tab. The second last item in the list is "path:". Enter the full path to your PLATON executable
here and then click out of the path definition box. If you wish to specify multiple paths here, the
delimiter between them is a colon (:), not a semi-colon as used on Windows computers. Quit
OLEX2 and restart it. Come back to the path definition box and ensure the path you typed is
shown. If the box is empty try again.

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OLEX2 Manual April 17, 2025

3 - To test everything, run OLEX2. Select the sucrose demo structure on the Home panel. Go to
the Work tab then click on the down arrow beside the solve tab. The dropdown at the program
line should show ShelXT (and ShelXS if installed). Click on the down arrow beside the refine
tab and again you should see ShelXL in the program dropdown. OLEX2's own routines are
displayed by default, but some people prefer to use the SHELX programs. At the very top right
of the OLEX2 screen, there should be a Pton button if OLEX2 knows that PLATON exists. If all
this is OK, then you are ready to go!

PLATON might not know where check.def is, but that is no longer a problem, because if
PLATON cannot find check.def, it creates the file each time in the current working directory and
uses that.

Installation of Z𝑢𝑢̈ rich Space Group


Helper
ZSGH – Z𝑢𝑢̈ rich Space Group Helper was developed by M. Solar, N. Trapp, M. Wörle.

This free alternative to XPREP is available both for PC and for Mac from
https://gitlab.ethz.ch/trappn/zsgh. The installation instructions and tutorial are available from that
site. For me, I downloaded the installer, ran it on a Windows 11 PC, started OLEX2, and ZSGH
was listed under Work→Refine:

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OLEX2 Manual April 17, 2025

Installation of ORCA6 for OLEX2


On April 17, 2025 the following installation procedure worked on my Windows 11 PC.

1. Install ORCA6, vide infra.


2. Install Microsoft OpenMPI, vide infra, in order to be able to use ORCA with more than
one processor.

The instructions are on the OLEX2 site at


https://www.olexsys.org/olex2/docs/nosphera2/faq/nosphera2_orca/ but since I struggled with
the process I am writing it out.

ORCA6 downloads are at


https://orcaforum.kofo.mpg.de/app.php/dlext/?cat=25

1. Download these three zip files (>15 GB!)

from https://orcaforum.kofo.mpg.de/app.php/dlext/?cat=25

I unzipped them in the order listed into D:\ORCA6 as I did not want to install this space-
demanding program on my C drive. It is probably wise to uninstall ORCA5 first if you have it.

2. Run found in that folder to install ORCA6.

3. Download Microsoft MPI v10.1.3 from https://www.microsoft.com/en-


us/download/details.aspx?id=105289 and install it.
4. In OLEX2, specify the location of the ORCA executable. In my case it’s D:\ORCA6
specified under the Home→Settings→Path:

You should now be able to refine structure with olex2.refine with non-spherical atom models.

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About the OLEX2 program


Q: Where do I find a comprehensive list of OLEX2 commands and features?
A: The program is well documented by the authors at
https://www.olexsys.org/olex2/docs/reference/commands/.
Alternatively, type
lstfun
in the console to get an exhaustive list of all OLEX2 commands, or
lstmac
for all macros. After either command, type
text
to open a text file with the full list.

Q: How do I reference OLEX2?


A: O. V. Dolomanov, L. J. Bourhis, R. J. Gildea, J. A. K. Howard and H. Puschmann. "OLEX2:
a complete structure solution, refinement and analysis program". J. Appl. Cryst. 2009, 42, 339-
341.

Q: Do I have the latest version?


A: In the console, type
echo GetCompilationInfo() [provides the compilation date]
Or check the About button.

Q: How do I get the latest release with the latest features?


A: Under Help→Update Options change the Repository URL to
http://dimas.dur.ac.uk/olex-distro-test/update/
Then restart OLEX2. Note that the newly added functionality in the "test" version may not be very
well documented, but you will have a more powerful program.
Alternatively, type
update
in the command line and watch the progress in percent right below in the status bar. Once the
percentage reaches 100%, close and launch OLEX2. Do not use the “restart” option as it will not
update the program.

Q: Is there a list of OLEX2 commands?


A: You may want to familiarize yourself with the PDF that can be opened from within OLEX2:

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Q: I have just downloaded OLEX2-1.5. How do I transfer my settings from the current OLEX2-
1.3? I don’t want to redo all the customizations.
A: This is not difficult and will only take few minutes.

1. Launch OLEX2-1.3 and in the GUI type


shell datadir()
to open the OLEX2 directory with your settings. In my case, it is
C:\Users\iguzei\AppData\Roaming\OLEX2Data\78c6e52b114a649262d65d638a295626
Let’s call it ORIGINAL_DIRECTORY.

2. Launch OLEX2-1.5 and in the GUI type


shell datadir()
to open the OLEX2 directory that we’ll call DESTINATION_DIRECTORY.

3. Close both instances of OLEX2.

4. From the ORIGINAL_DIRECTORY copy all .phil files (these contain settings) and .options.
In my case, there are four files:
.options
gui.phil
OLEX2.phil
user.phil

Paste them into the DESTINATION_DIRECTORY.

5. Navigate from the ORIGINAL_DIRECTORY into folder db. In my case there are only two
files there:
OLEX2.sqlite
user-fragment-database.sqlite

6. Copy these two files into the corresponding db folder in the DESTINATION_DIRECTORY.

This was not so bad, was it?

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Keyboard shortcuts
F2 - toggles the solid background color.
F3 - toggles atom labels.
F4 - toggles the gradient background color.
F5 - activates the work tab.
F6 - activates the view tab.
F7 - activates the tools tab.
F8 - activates the info tab.
ESC - deselects selected atoms or quits the current MODE of operation (such as atom labeling).
ctrl-A - select everything.
ctrl-G - launch the grow mode.
ctrl-H - toggles displaying the H atoms.
ctrl-I - inverts the selection. If nothing is selected, works as ctrl-A. (to deselect the bond after
inversion, type sel atom bonds -u
ctrl-M – displays the difference Fourier map
ctrl-O - launches the Open File dialog.
ctrl-Q - cycles through "no Q peaks", "show isolated Q peaks", and "show connected Q peaks".
ctrl-R - runs a refinement.
ctrl-T - cycles through "hide molecule/show text", "hide text/show molecule", and "show text
and molecule".
ctrl-Z - undo the last action. It works whenever possible.
TAB - expands the command (when typing in OLEX's console).
mode off (not a shortcut, but a quick way to exit a current mode)
“↑” key brings the previously issued commands from the console.
PAGE UP and PAGE DOWN buttons will scroll the content of the command line window inside
OLEX2.
ALT-BACKSPACE – reselects the last selection

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Mouse traps
Left click and drag rotates the model
Right click and drag – zooms the view
Left and right buttons down – translates the molecule
CTRL + left click – rotates the model around the axis perpendicular to the screen
ALT + left click – zooms the view
CTRL + SHIFT + left button down – translates the molecule

Left click on an atom – selects the atom


Double click on an atom – selects the molecule

right click on the background – opens the scene menu


right click on an atom – open the atom property menu
right click on a bond – opens the bond property menu

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Alphabetical list of selected commands


The list is not exhaustive and I am listing the commands I know how to use. The full list can be
accessed from the GUI – check the Q&A section on page 13 for more info.

addbond atom1 atom2


addbond (GUI-selected atoms)
adds a bond between atom1 and atom2 unless a CONN command prevents it.
Selecting two atoms (such as C1 and C2) in the GUI and typing addbond is equivalent to
typing
addbond C1 C2
Issuing an addbond command is equivalent to inserting the SHELXL BIND command in the
instruction file and the bond is added to the connectivity table.

addins [text]
inserts text into the ins file. Great for including additional commands. Synonym: “/ “
(forward slash with a space). For example, to add an extinction card EXTI to the INS file one can
type either of the two:
addins exti
/ exti

angle
draws an arch to show an angle and creates a label with the angle value.
Usage: select three atoms and type
angle

The angle display may be modified:


Right click on the arch and drag to change the size of the balls.
SHIFT left click on the arch and drag to “slide” the terminal points along
the bonds.
Right click →Primitives displays a menu. In it you can choose “segment”
to shade the area under the arch, or change the balls for lines or cylinders.

The size of the label text can be changed by right-


clicking on the label →Draw style. Then in the
Primitive dropdown menu choose Text to activate the
Edit Font button that allows font modifications.

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asr
(Absolute Structure Refinement). Adds TWIN and BASF instructions to the INS file in the case of a
non-centrosymmetric structure.

azoom percentage [atoms]


Scales the radii of the specified atoms according to the percentage. If no atoms are
specified, the change is applied to all atoms. Note that azoom will change the size of the thermal
probability ellipsoids. The command also works for Q peaks, for example:
azoom 10 $q
will make all q peaks smaller.

basis
toggles the basis vectors.

brad [value] [parameters]


short for Bond RADius. Adjusts the width of the selected bonds.
value is a scale factor (default is 1) for all bond radii. Here 1 unit is 0.1 Å.
Syntax:
When any bonds in a molecule displayed in the GUI are selected
brad value
will adjust their radii by scaling the current radius by a factor of value.
To set bond radii without selecting the bonds in the GUI
brad [value] [parameters]
where [parameters] are bonds (such as C-H, N-N), and are case-sensitive.

Examples:
Select a C–C bond in the GUI. Type
brad 0.8
All C–C bonds in the GUI will change to a radius of 0.8. Of course, bonds of different types can
be selected simultaneously.
brad 0.5 C-H
changes the radii of all C–H bonds to half the default thickness. Note that the elements in this
notation are case-sensitive.
brad 3 hbonds
sets all hydrogen bonding interactions displayed in the GUI to be three times as thick as their
default (note: the default for the hydrogen bonding interactions is unity, but this unity is 1/10 of
the value of a regular C–H bond). But at least one hbond should be selected.

calcpatt
calculates the Patterson map. The map’s features can be adjusted in the typical manner with the
Level slider and Tools→Maps.

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cell
toggles the view of the unit cell boundaries. There are two different modes in which you can
render the unit cell: lines and tubes. You can choose the type under Home-→Settings→Unit cell
style. Or you can right-click on it and then use Draw style to change the drawing style (when
using cylinders, make sure you choose the correct Primitive to which the style is applied). The
same goes for the labels - make sure also that the plane has 0 transparency if you do not want to
display it.

center
centers the model in the GUI

chemdraw
inserts circles in six-membered rings:

The circles can be deleted by rotating the mouse wheel or typing undo or fuse.

close
closes current structure.

compaq [switch]
repositions atoms and/or fragments in the asymmetric unit as close to each other as possible.
possible switches: -a, -c, -m, -q.
compaq
all fragments assemble around the largest fragment.
compaq -a
joins incomplete fragments
compaq -c
similar to the default, but takes into account the atom-to-atom distances and moves all
atoms into the closest possible positions to the largest fragment in the structure
compaq –m
disconnects metals, then does compaq -a and then reattaches the metals.
compaq -q
moves the electron density peaks closer to existing atoms.

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The compaq -c button in the GUI

conn value1 [value2] atoms


adjusts the number of atoms bonded to selected atom(s)

conn value1 value2 atoms


if both values are supplied, value1 is the maximum number of bonds (default = 12) and
value2 is the bonding radius.
By default, two atoms are bonded when the distance between the atoms is less than
R1+R2+delta.
conn value1 atoms
If value1 is an integer, it specifies the number of bonds the atom(s) makes.
If value1 is floating, it specifies the bonding radius of the atoms in the list.
atoms designates specific atoms, not atom types. Use the $ sign to change the bonding radius
for all atoms of a certain type.

To see the default bonding radius of your atom(s) type


info atomname
the R-bond column will list the radius.

Examples:

conn 3 2.4 Ti2


Atoms Ti2 will make no more than three (shortest) bonds with the Ti2's bonding radius set to
2.4.
conn 3 Ti2
Atom Ti2 will make three shortest bonds with the default radius
conn 2.4 Ti2
Atom Ti2's bonding radius is set to 2.4 Å and all possible bonds are shown.
conn 2.4 $ti
The bonding radii of all Ti atoms are set to 2.4 Å.

Also possible:
1. Select the atom(s) for which you want to set a new radius with the mouse in the GUI
2. type
conn value1
value1 will be applied as the new radius to the selected atoms

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Important: if value1 is an integer it is interpreted as a number of bonds, if not – as a radius.


Thus, if a radius of 3 Å is needed, value1 should be entered as 3.0.

Database for the CIF file


This is an advanced option as of August 14, 2014.
In OLEX2 under Report→Publication one can add authors and affiliations. However, I managed
to enter my affiliation incorrectly and had difficulty correcting the entry. To get ultimate control
over the database, do the following (it takes a couple of minutes).
Download and install the SQliteBrowser database editor from https://sqlitebrowser.org/
Launch SQliteBrowser. Click on Open Database. Leave it as is for now.
Go to OLEX2 and type
shell datadir()/db
to see the database file. Copy the path to this folder. Go back to the Open Database dialog and
paste the path in there. Open the OLEX2.sqlite file and edit your heart out.

Restart OLEX2 for the changes to take effect.

Also, if you type


spy.editparam(user.report)
you will get a window in which the location of the database (db_location) is specified.

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The location can be opened with


shell datadir()

default
restores all program defaults.

datadir()
To see where OLEX2 keeps all variables and logs type
echo datadir()
To open a shell in that folder type
shell datadir()

degen
prints the list of atoms on special positions

delbond atom1 atom2


delbond (selected atoms)
removes the bond between atom1 and atom2.
Selecting two atoms (such as C1 and C2) in the GUI and typing delbond is equivalent to
typing
delbond C1 C2
Issuing a delbond command is equivalent to inserting a SHELX FREE command in the
instruction file.

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deltai [value]
specifies the connectivity delta for forming hydrogen bonds (and short interactions). Value is
distance in Angstroms. For example, an undesirable hydrogen bonding interaction O-H···S shown
below

The undesirable bond can be eliminated with


deltai 1
which reduces the default delta of 1.2 Å to 1 Å.

Typing deltai with no parameters outputs the current value of the delta. It may be a good idea
to change delta back to the default value after generating figures.

direction
prints the current orientation (vector perpendicular to the screen) of the model in fractional
coordinates. If the selected direction is close to a principal direction, the program also reports the
direction of the current projection.
Example:
select two atoms in the GUI and type
direction
produces the following output:
Direction: (-1.000*A, 7.846*B, 9.246*C)
View along 000-011 (normalized deviation: 0.045A)
View along 100-111 (normalized deviation: 0.045A)

The first line of the output prints the equation of the direction. The two “View” lines refer to the
direction (projection) perpendicular to the screen; in this case, the viewer is “almost” looking
down the [011] direction. This is NOT the direction specified by the two selected atoms.

If you now type

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matr 011
the view is adjusted to look down exactly along the [011] direction.

To determine what direction is specified by the two selected atoms, do the following:
with the two atoms selected (I know it’s a redundant statement but bear with me), type
line –n
direction
The program will print out the direction equation and, if it is close to a primary direction, the
deviation from the primary direction.

Echoing
By default, successfully executed commands are not displayed on the console. To see the issued
commands on the console type
silent off
to enable echoing.

edit [file extension]


Typing edit by default opens the INS file for editing.
edit lst
opens the name.lst file for editing, and
edit res
opens the name.res file. This also works with cif, ins, etc.

file filename.oxm
saves the current view with whatever is showing in OLEX2. Loading this file should re-create
the exact same view you had when the file was saved.

File saving. If you have read in a cif into OLEX2 and need to save it as an ins file you cannot do
“File→Save As”, but must type
file filename.ins
Type help file for additional information on file formats.

fit
see mode fit

fixhl
re-labels the H atoms consistently with the atoms they are attached to.

fix occu [value]


fixes the occupancy of the selected atoms. To assign a 33% occupancy to the selected atoms type
fix occu 0.33

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fixunit [Z’]
updates the formula using the contents of the asymmetric unit. The Z’ value is unity by default.
If the symmetry-independent unit contains a number of molecules different from unity, the Z’
should be specified. It will be updated on the ZERR line in the INS file.
The OK button works similarly.

Example: the asymmetric unit contains one-half of a molecule. To update the formula with the
correct Z on the ZERR line type
fixunit 0.5

fmol
Displays all fragments

fuse
Resets the view to the symmetry-independent unit and quits some of the MODEs.

fvar [variable] [value]


This is a convenient and powerful command. There are four ways to use it.
1. When typed by itself, fvar outputs the values of all free variables to the console.
2. To assign a value to a variable, for example, to assign free variable number 3 a value of 0.72,
one types
fvar 3 0.72
3. To assign several atoms to a free variable (let’s say free variable number 4) select the atoms
and type
fvar 4
4. This option allows one to assign a positive and negative free variable (such as 5 and -5) to a
set of atoms. When an even number of atoms is selected and the command is issued simply as
fvar
the first half of the atoms is assigned the occupancy as the next free variable (as deduced from
the fvar line in the INS file; let’s say there are four entries on the fvar line already) multiplied by
one, in this case 51.000, and the second half of atoms is assigned an occupancy of -51.000.
The H atoms riding on these atoms follow suit.
Whereas option #4 is convenient, the part command may be a good alternative because
frequently, part numbers should also be specified when free variables are used.

grad [switch]
allows customizing the GUI background.
switch: -p [removes or inserts a picture as the GUI background]

grad

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invokes a menu in which you can select the four colors for the four corners of the GUI canvas;
the background will then be colored with the proper gradient transitions.

To set a picture as your background use the switch -p with the full path to the picture file:
grad -p='c:\xray\mypicture.jpg'
and now F4 will toggle this new background. If it does not - restart OLEX2 (I know, I know).
To remove the picture and return to the default gradient background, type
grad -p

Graphics command for displaying the molecule:


telp [value] [atoms]– displays the thermal ellipsoids of the value probability for the
selected atoms. The atoms can be explicitly mentioned or selected in the GUI before executing
this command.
Example:
telp 40 $c
will display all C atoms at the 40% probability level.
telph
works like telp, but also shows the H atoms with their proportional displacement coefficients
rather than small spheres of an arbitrary radius.
pers [atoms]
displays selected atoms as ball and stick. When no selection is made, the change is applied to all
atoms.
proj [atoms]
changes the display of the selected atoms to a line drawing.
tubes
changes the display of the selected atoms to a thicker line drawing (called “pipes” in some other
programs)
Example:
tubes $n
will change the diplay of all N atoms and bond to the N atoms to the pipes display style.
poly [argument]
shows polyhedra for qualifying atoms. poly requires an argument, thus its typical use would be
poly auto

group
combines the selected atoms into a collective. It is convenient for coloring a disorder component.
1. Select the atoms individually by clicking on them
2. type
group
to combine the atoms without bonds between them.

To group the atoms and the bonds between them, select the atoms and type
sel atom bonds –a
group

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Now the selected atoms and their bond are grouped and colored. To change the color right-click
→Graphics→DrawStyle and adjust the material parameters as needed.

grow [atoms] [switch]


generates symmetry-equivalent atoms in moieties residing on special positions.
switches:
-w: repeats the previous grow command on moieties in the asymmetric unit not bonded to the
atoms outside the asymmetric unit. This is convenient for solvents and other moieties.
-s: generates the first shell (generates only the symmetry-equivalent atoms covalently bonded
to atoms in the asymmetric unit).

Example. A tetranuclear metal complex co-crystallizes with two solvent molecules of


dichloromethane. The complex resides on an inversion center; thus, the asymmetric unit contains
half of the complex and one solvent molecule (figure A). To see the entire complex type
grow
to generate the second half of the complex (figure B). Note that the second solvent molecule is
not generated. To see the second solvent molecule to represent the composition correctly, you
now type
grow -w
to properly represent the stoichiometry of the complex (figure C). Note that to generate figure C
one must issue two grow commands, grow and grow -w, not just grow -w.
Alternatively, if you want to only show the entire coordination sphere of the metal atom closest
to the special position, instead of the first grow command you would type
grow -s
to complete the coordination sphere of that metal (figure D).

A B C D

Also see mode grow.

hide [atom list] [switch]


hides atoms. Unfortunately, by design, if used without a switch, it hides the selected atoms, not
the bonds formed by them.

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To hide all N atoms:


sel $n
hide
To hide all N atoms and the bonds formed by them:
sel $n
hide -b
Alternatively, the atoms to be hidden can be selected in the GUI and hidden with:
hide -b

history
opens Notepad with the last 1000 commands

htab [dist] [angle] [switch]


analyzes the atomic connectivity list and inserts HTAB (and/or RTAB) and EQIV cards in the
SHELXL instruction file in order to tabulate the hydrogen bonding interactions in the LST and
CIF files with proper standard uncertainties. (Note that if the H atoms are in idealized positions,
there will be no s.u.’s on the donor-H···acceptor angles.)
Defaults for the distance and angle are 2.9 Å and 150° and the default elements for H-bond
detection are N, O, F, Cl, S.
switches:
-t: adds extra elements that should be comma-separated
-g: if any of the detected H–bonds are generated by symmetry transformations, the structure is
grown using those symmetry operations
If the htab command is issued multiple times only unique results will be added to the INS file.

Examples:
htab
will insert HTAB cards (and the necessary EQIV cards) for the detected hydrogen bonds in the INS
file.

To survey more interactions, one may use


htab 3.2 120
where 3.2 is the donor···acceptor distance in Angstroms, 120 is the donor-H···acceptor angle
in degrees.

switch -t
allows the use of additional elements in hydrogen bond searches
htab 3.2 -t=Br,I
will ensure that in addition to the default donor/acceptor atoms all Br and I atoms will also be
considered and all H-bonding interactions shorter than 3.2 Å will be listed.

htab -g
produces an expanded structure if any hydrogen bonds are generated with a symmetry operation.

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If too many bonds are generated and inserted into the instruction file and some of them are to be
removed, the HTAB commands should be edited manually in the INS file.

Sometimes hydrogen bonds are not displayed in the OLEX2 interface, for example, when the
donor–donor distance is too long, e.g., 3.08 Å. This can be resolved in at least two ways.
1. Execute
htab 3.1 140
fuse
The fuse command forces OLEX2 to recalculate the bonds. In general, all H-bonds
listed in the RES file with HTAB commands should be displayed.
2. Alternatively, you can adjust the delta for interactions:
deltai 1.3

Known issue. Sometimes CTRL-H will not display hydrogen bonds; for me that happens with
iodine atoms for N–H···I interactions. This is corrected by changing the default atoms for H-
bonding interactions. Type
app.SetOption interactions_to N,O,F,Cl,S,Br,Se,I
and then type
restart
to restart the program.

info
provides information about the selected molecule, such as formula, electron count, and mass.
Especially useful to troubleshoot an uncooperative match procedure to detect the differences
between molecules expected to be identical.

kill [object]
removes the specified atoms from the model.
To delete atoms C1 and C2, either type
kill C1 C2
or select C1 and C2 in the GUI and type
kill
or type
sel C1 and C1
kill

To kill all atoms of a certain type use $:


kill $n
removes all N atoms from the model.

If atom labels have been placed for diagrams, as in Tools→Images→Label selected atoms, then
kill labels

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will remove them. The labels can also be removed as described in Working with Molecular
Graphics.

label [atoms]
generates moveable atom labels for diagrams.

Examples:
label o1 o2 [will create movable labels for atoms o1 and o2].
label $o [will create movable labels for all oxygen atoms].

Atom label length: it is possible to use atom names that are longer than four characters
(SHELXL limit) in OLEX2. To change the maximum label length limit, open the options file
(type options in the GUI) and insert the following command with the desired length limit. In
the example below the limit is 6.
max_label_length=6

Labeling atoms in residues may present a problem because the labels that contain the residue
number are too long and make figures crowed. Horst has a video explaining a work around
(https://go.screenpal.com/watch/cZi3rRVPOoh). In short, the labels of atoms in residues can be
formatted from the command line. Syntax,
label -resi=[modifier]
For example,
label -resi=.#
will label atoms as C1.1, C1.2, etc., where the number after the period is the residue number.
label -resi=_#
will label atoms as C1_1, C1_2, etc.
To label atoms without the residue number, just select the atoms you want to label and type
label
This latter approach is great if the residue number is to be omitted. Sometimes atoms may be
labelled without the residue numbers, but the residue number may be listed in the vicinity of the
molecule, e.g. “RESI X”.

labels [switches]
displays non-printable labels for the atoms according to the switch. These options are also
available under Work→Toolbox Work→Labels.

To display all non-H labels (equivalent to F3), either of the following will work:
labels
labels -l

H atoms labels are normally not displayed. To display all H atoms labels as well:
labels -l -h

The Q peaks are treated as atoms as far as labeling is concerned, except for the unique command

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labels –qi
which displays the Q peak heights in e/Å3.

Labels can be hidden by another


labels
command.

To display the afix code for non-H atoms :


labels –a
To display the afix code for H atoms:
labels –h –a

To display the actual occupancy for non-H atoms:


labels –ao
For example, this value might be 21 or -21 for disordered atoms or 10.5 if an atom lies on a
special position.
To display the actual occupancy for H atoms:
labels –h –ao

To display the chemical occupancy for the non-H atoms:


labels –co
This would be the actual value of the free variable for disordered atoms.
To display the chemical occupancy for H atoms:
labels –h –co

To display the PART number for non-H atoms:


labels –p
To display the PART number for H atoms:
labels –h –p

To display the Uiso multiplier for non-H atoms:


labels –r
To display the Uiso multiplier for H atoms:
labels –h –r

To display the Uiso for non-H atoms:


labels -u
To display the Uiso for H atoms:
labels –h –u

To display the free variable number for the occupancy of non-H atoms:
labels –v
To display the free variable number for the occupancy of H atoms:
labels –h –v

legend

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displays an insert showing atom types. Typing legend toggles the display of the insert. The
insert can be moved within the GUI by holding down the SHIFT key and dragging the left mouse
button. If typing legend does not work, type legend –r (to reset it) and then do the
following twice: type legend and press ENTER.
Example of a legend in the main window:

line [-n] [atoms] (note the command is singular)


draws a least-squares fitted line for the atoms specified by the atoms and displays its length. If
only two atoms are specified a line is drawn between the atoms. The label can be hidden by
right-clicking. In the case of more than two atoms the line length is determined by the atomic
coordinates - a projection is taken and the max/min values are derived from the atomic
coordinates.
If the –n switch is enabled, no line is drawn and the molecular projection is reoriented to be
viewed along the line determined by the atoms.
Atoms can be typed on the command line or selected in the GUI.

Examples:
1. Select two atoms in the GUI and type
line
The atoms are connected with a line and its length is displayed.

2. Do not select atoms but type


line C1 C2
Atoms C1 and C2 will be connected with a line.

3. Select two atoms in the GUI, type


line –n
The molecular projection is shown along the line determined as described above, but the line
itself is not drawn.

4. Do not select atoms but type


line –n C1 C2 C3
The molecular projection is now shown along the best-fitting line determined for atoms C1-C3.

Also see direction.

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OLEX2 Manual April 17, 2025

lines [value] (Note: the command is plural)


displays the specified number of lines in the GUI. To display 40 lines type
lines 40
Note that you can cycle through three different display styles of the structure and text (structure
alone, text alone, or both structure and text) with CTRL-T.
lines -1
displays all lines.

log
displays the content of the log file containing all information about the OLEX2 run.

lpln [three arguments]


generates a lattice plane. Example:
lpln 1 0 1
will generate the (101) plane, which can be displayed with the unit cell (type cell):

match [switch] [selection]


allows the superposition of two or more molecules. The molecules must have the same
composition and connectivity. By default, the program matches all atoms; thus, if you do not
want to see the H atoms, they should be removed explicitly with a kill command. A typical
procedure involves three commands:
kill $h $q [to kill all the H atoms and q peaks]
fuse [ensures the correct connectivity after atom elimination – very important command!]
match [will superimpose the molecules with all atoms used for matching].
or
match –i [will try to superimpose the molecules with and without inverting one of the
molecules first]

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OLEX2 Manual April 17, 2025

To see how well the molecules fit on the right-hand panel, select Tools→Overlay to see the RMS
table. The table will refer to individual molecules as A, B, C…, which do not reflect the way
your molecules are labeled.
To un-match the molecules type
fuse

A fragment can be inverted individually by typing


inv

It is possible to match only selected atoms in two or more molecules. Select four or more atoms
in one molecule, then four or more atoms (in the matching sequence) in another molecule (and
other molecules if necessary) and type
match sel
Or
match –i sel

A convenient way to show the superimposed molecules is with the “stick” drawing style
(achieved by typing tubes in the console) and different colors.

To color one of the superimposed molecules


right-click on the molecule→Fragment→Show this only [to display the molecule by itself]
ctrl-a [to select the molecule, both atoms and bonds]
right-click on the molecule→Selection→Group [to group atoms and bonds]
right-click on the molecule→Draw style [to display the Material Parameters palette]
In the Material Parameters palette double-click on the color rectangle corresponding to Ambient
Front and select the color of your choice followed by OK.
fmol [to bring back all the molecules on the screen]

Repeat as necessary for other molecules.

Example of two superimposed S8 molecules, one red and one yellow.

For an additional example, see the section Structure Matching.

matr [parameters]
orients the molecular projection according to the parameters.
Parameters can be supplied as
1. a [uvw] lattice line from the origin
2. a lattice line from lattice point u1v1w1 to lattice point u2v2w2
3. a full Cartesian matrix

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OLEX2 Manual April 17, 2025

the uvw values should be either space-separated or have the same number of digits.
Examples:
1. To orient the view along the crystallographic a-axis any of the following will work:
matr 1
matr 100
matr 1 0 0
To orient the view along [5,12,1] the following would work (note that if the values have different
numbers of digits either spaces or preceding zeros are necessary to ensure that each value has the
same number of characters):
matr 5121 / would not work
matr 5 12 1
matr 051201
To orient the view along [0-12] it is necessary to either use spaces or supply the signs for each
value or supply preceding zeros to ensure that each index has the same number of characters.
Any of the following three would work.
matr 0 -1 2
matr 00-1+2
matr 00-102
2. To orient the view along the vector from 010 to 12,2,4 use two numbers without spaces
between indices (note the use of preceding zeros):
matr 010 120204
matr 010 12 2 4 /would not work

The current projection can be saved with a save view command:


save view filename
and loaded later with
load view filename

mode fit [switch]


allows one to (1) move an atom or a group of atoms, (2) rotate a group of atoms, or (3) split a
group of atoms.
switch can be –s followed by the number of atoms not to be displaced as in
mode fit –s=1 (see part (3) of this section).
1) If you want to move an atom to a new position in the GUI follow these steps.
a) Select an atom.
b) type mode fit on the console. The selected atom will acquire a greenish tint.
c) Press the SHIFT button and use the left mouse button to move the atom in question to a
new position. While you are dragging the atom, the old atom position is also displayed.
d) When you are satisfied with a new location for the atom press the ESC key. The atom will
remain situated at the new position, the old one will disappear, and you will have quit the
fit mode.

Example: The program incorrectly assigns one of the water molecule’s H atoms to atom
O10, diagram below. Atom H10B is placed correctly, whereas atom H10A needs to be

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moved to coincide with Q1. The four steps needed to move H10A are outlined in the
diagram.

The four stages of atom fitting. From left to right: original situation; atom H10A
selected; atom H10A moved to a new position coincident with Q1; the operation
completed.

(2) A group of atoms can be rotated about a bond. This is handy, for example, for –CF3
groups and H atoms.

Example with a water molecule. A refinement program was asked to


assign water molecule H atoms to atom O4 (see figure on the left), but a
subsequent refinement revealed that one of the H atoms was not placed
correctly, as demonstrated by the electron density peak Q1.

The goal is to rotate the water molecule about the Mn1–O4 bond to bring
the H atoms into the correct positions. Importantly, this rotation operation
will not destroy any AFIX commands imposed on the geometry of the
water molecule.

The first step is to decide which of the H atoms is in the wrong location. To determine this,
display the Fourier difference map by Work→Toolbox Work→Electron density map:

The green color shows areas with an excess of electron density (it
overlaps with Q1), whereas the brown-purple meshwork indicates holes.
Atom H4A is in an incorrect position.

We will rotate the water molecule about the Mn1–O4 vector so that H4A
will move to the position of H4B, and H4B will take the position of Q1.

Hide the map by clicking on Work→Toolbox Work→Electron density


map.

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Select atoms O4, H4A, and H4B in that order. The first selected atom will be on the axis of
rotation.

In the console type mode fit.


Alternatively, select “fit” from the
dropdown menu under Work→Toolbox
Work→Select group of atom(s) and then

The selection will change the colors. Note that the Mn1–O4 bond is also
highlighted. This is the axis of rotation and the reason it was important to
select atom O4 first.

Right-click on the Mn1–O4 bond. Then left-click and drag on the Mn1–
O4 bond. The water molecule will rotate about the Mn1–O4 axis. The
final position may look like the diagram on the left. It is a little crowded
because both the starting and final positions of the H atoms are shown.

Type mode off in the console to exit the fit mode and produce the desired outcome:

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(3) Splitting a group of atoms into two for the refinement of


positional disorder is illustrated with a –CF3 group.
This is seriously cool. The idea is to split atoms F1, F2, and F3
into two sets by rotating the CF3 group about the C1-C2 axis.

Select atoms C2, F1, F2, and F3 by clicking on them in this


order. In general, a selection can be made by drawing a box
around the atoms of interest (by holding down the SHIFT key
and dragging the mouse with the left button depressed), but in
this case the order in which the atoms are selected is
important.

In the GUI type


mode fit -s=1
to indicate that we will be fitting the whole group to a new location, but one atom (the first atom
of the selection) will not be split.

The colors change somewhat, but importantly, the C1–C2 bond is highlighted:

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Right-click on the C1–C2 bond once.


Press the left mouse button and drag on the C1–C2 bond to rotate the F
atoms about the C1–C2 axis.

When you find suitable positions for the new F atoms, press ESC. The
anisotropic F atoms have been split into two sets of isotropic atoms:
FVAR 0.20168 0.75
PART 1
F1 5 0.27260 0.87054 0.57380 21.00000 0.07766
F2 5 0.31045 0.91385 0.76109 21.00000 0.10564
F3 5 0.22327 0.78921 0.69629 21.00000 0.11074
PART 2
F2a 5 0.32353 0.93217 0.71783 -21.00000 0.05000
F3a 5 0.24159 0.81252 0.75254 -21.00000 0.05000
F1a 5 0.24608 0.83512 0.57664 -21.00000 0.05000

Note that the F atoms are assigned to two parts with occupancies 21 and -21 and that the
second free variable with a value of 0.75 has been added to the FVAR line.

mode grow [switch]


Displays clickable bonds to generate symmetry-related molecules.

To display clickable bonds to covalently bonded atoms:


mode grow

mode grow –a
Allows for conveniently repositioning atoms to symmetry-related sites within the same molecule.
It is exceptionally handy when a molecule occupies a special position. [But try
compaq -m
compaq
first. It may do what you wish to achieve.]

To display clickable bonds to generate symmetry-related atoms that can be used in the
refinement with PART -1:
mode grow –p
The new atoms generated thereby behave as independent atoms and can be used in FRAG
commands, but the occupancy of these atoms and their source atoms should be adjusted.

To display clickable bonds to atoms within short contacts:

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mode grow -s

mode grow -v
Example: mode grow -v=3
The mode will be used with the user-provided delta for connectivity analysis; the default is 2 Å.

mode off
exits the current mode and returns the cursor to the default “arrow”.

mode pack
displays clickable pyramids that allow the generation of additional asymmetric units:

move (for moving atoms see mode fit)


places all entities inside the unit cell, as close to the cell center as possible.

mpln [atoms] [switch]


short for Mean PLaNe. Computes the best LS plane through the selected atoms.
[switch] values are -n or -r.

1. mpln
computes the best-fitting LS plane through the atoms selected in the GUI or through all
visible atoms if no atoms are selected. The atoms are in the corners of the plane.
2. mpln -n
computes the best least-squares plane and orients the molecule so that the normal to this
plane is perpendicular to the screen. Convenient for showing the best molecular
orientation. The -n switch, here and in general, instructs the program not to create the
object.
3. mpln -r
similar to mpln -n, but the created plane is rectangular and the atoms are no longer at
the corners of the plane.
Example:
1. mpln C1 C2 C3
computes the LS plane through atoms C1, C2, and C3
2. mpln C1 C2 C3 -r
computes a rectangular plane through C1, C2, and C3

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name [value]
renames the selected atoms or modifies their labels.
Example:
1. Select a number of atoms and type
name 1
to have the atoms labeled sequentially, starting with the number 1.
2. Select a number of atoms and type
name N
to rename all selected atoms to be nitrogens.
3. Select a number of atoms and type
name –s=d
to have the trailer “d” to be added to all the atom labels.
4. Select a number of atoms and type
name –s=
to have the trailer removed from all the atom labels.

options
Typing options will open your local file .options that contains a few commands that you
modify to improve the program performance. You may not be aware of these commands because
the defaults usually work. All options are listed at
http://sourceforge.net/p/OLEX2/code/HEAD/tree/trunk/options.txt
Any of these commands can be changed.
Examples:
If you are experiencing difficulty with atom selection (too difficult to select an atom by clicking
on it) you can insert
gl_stereo=false
into your .options file. Restart OLEX2 and the problem should go away.
If H atoms cannot be assigned in tricky situations (such as when PART -1 is involved) – insert
safe_afix=false
into your .options file. Restart OLEX2 and the problem should go away.
Currently, my .options files looks like this in its entirety:

gl_stereo=false
confirm_on_close=false
model.center_on_update=false
interactions_to=N,O,F,Cl,S,Br,Se,I
external_explicit_same=false
preserve_restraint_defaults=true
gl_multisample=true
safe_afix=false

After you have made your changes restart OLEX2 by typing restart. No splash screen will be
shown and no updates will be installed.

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All options are documented in https://github.com/pcxod/olex2/blob/master/options.txt.


When the options file has been changed, type either
reload options
or
restart

panel [value]
The command sets up the width of the menu panel in the GUI. The default is 400 pixels, which
works well. A typical problem is that some buttons on the menu panel cannot be seen if the panel
width is smaller (sometimes upon the initial installation). This usually results from a suboptimal
menu panel width. Type
panel 400
Wait several seconds and the default should be restored.

part number [occupancy]


assigns the part number and occupancy (optionally) to the selected atoms. The occupancy
involves a free variable.
Example.
To assign part number 2 to atoms C1 and C2:
select atoms C1 and C2 and type
part 2
Now atoms C1 and C2 belong to part 2.
To assign the selected atoms to part 3 with occupancy of 40% type
part 3 10.4
To assign the selected atoms to part 1 with occupancy defined by the third free variable:
part 1 31

To remove the symmetry relationship between symmetry-generated atoms, option –c is the


ticket. This function is handy when one is modeling a molecule disordered over a symmetry
element, such as an ethyl acetate over an inversion center.
Example:
Assume you see four peaks of electron density in the asymmetric unit. Type
grow
to generate symmetry-related peaks. Rename them as carbon atoms. To be able to model this
molecule as part -1 you should select all these atoms and type
part -1 –c
fuse
At this point the extra atoms can be deleted and the remaining atoms refined in part -1 with
an occupancy of 50%. That is achieved by selecting this molecule and typing either
part -1 10.5
or
fix occu 0.5

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pictCODE filename [CODE = STL, VRML, PLY]


will generate a file with the specified name for 3D printing. To prepare an STL file for 3D
printing, type
pictSTL filename
However, before this command will work, the 3D print extension module should be installed as
follows. Go to HOME→Extension modules, enter your e-mail address in the e-mail field, select
“3D plus - Install” in the Modules drop-down menu and click Install.

An e-mail with an activation link will be sent to you. Once you follow the link and activate it, go
back to the Extension modules, select 3D Plus - Install and click on Install to actually install the
software. Restart OLEX2, and the pictCODE command will be functional.

To prepare the created STL file for printing, download the Autodesk Meshmixer from
123AutoDESK on your computer: http://apps.123dapp.com/3dprint/install.html.
Install Meshmixer in a typical fashion, start the program, and load in the STL file prepared by
OLEX2. The molecule can be moved under the Print tab.

March 30, 2016. Richard Staples shared the following instructions to fix some errors in the
OLEX2-generated STL file. In Meshmixer:

1) Import your structure


2) Go to the Print menu
3) Transform, click on fit to build volume (so the compound can be seen)
4) Click done
5) Select Repair (will take some time)
6) Export
Now the file can be sent to your 3D printer.

pim [-l]
generates a metal-π bond. The thickness of the bond is set to 50% that of a normal bond, as if
BRAD 0.5 had been issued for these metal-centroid bonds.
When the switch [-l] is used, the metal-centroid bond length is also shown.
Example.In a metallocene complex, issuing
pim
will remove the ten metal-C(Cp) bonds and create two dashes bonds to the centroids (fig).

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To restore the original view type fuse.

PLATON button
Clicking the button launches PLATON.If this function does not work the first time, there is an
easy fix.In the PATH for your system environment variable insert the location of the
PLATON.exe; in my case, it is C:\pwt.It may help to insert it toward the left end of the PATH
line.Restart OLEX2, and it should work.See the installation notes at the beginning of the
document.

reap
opens the Open Dialog in the directory of the current project.Shortcut: CTRL-O.

refine [cycles] [peaks]


runs a refinement with a number of least-squares cycles specified by cycles and displays a
number of electron density peaks specified by peaks.The command resets these numbers in the
GUI. Example for 12 cycles and five peaks:
refine 12 5

resi
Please see section E on page 87 for several examples of effective resi usage. (Press
ctrl+shift+N to get a page dialog box and enter 87.)

RTAB – checking the “Report RTABs” check box in the Report module will make the program

write the RTABs defined in the INS file to the CIF.

run
This command allows one to issue multiple commands on the same line; these commands will be
executed consecutively.

Example:
To execute telp, brad 0.3, sel $H, tubes, brad 0.2 in one command, type
run telp>>brad 0.3>> sel $h>>tubes>>brad 0.2
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This makes sense if you plan to perform these commands several times because the line can be
reproduced with the ↑ key.

rsa
will print out the absolute configuration for the chiral atoms in the structure with the relative
priority of the substituents. There will be no output if there are no chiral centers.
Example:
Type
rsa
The output will be analogous to
C2 : S (H1 < C1 < C3 < F1)

SAME [number] [options]


imposes the SHEXL SAME restraint on the selected atoms.
There are manual and automatic ways of applying the restraint.
Understanding the “manual” approach is important, because the program works on atoms rather
than thinks in terms of molecular fragments as a chemist would. I would sort the atoms prior to
applying same.
Example. Goal: impose a SAME restraint on 2 disordered fragments based on an ordered one.
1. Select the atoms in the ordered fragment to be used as the template of the SAME command.
Choose these atoms individually in the correct sequence, rather than select them by drawing a
box around them.
2. Select the atoms of the first disordered fragment that should follow the specified geometry –
you are effectively selecting atoms that will populate the SAME command in SHELXL-speak.
The correct atom order is paramount. Repeat for the second fragment and type
same 3
to insert two SAME commands into the INS file.
Result: OLEX2 counts all the atoms in the sequence, divides the number of atoms by 3 (the
number specified on the same line), uses the first third of the atomic sequence as the template
fragment, creates one SAME command with second third of the atoms, and another SAME with
the last third of the atom list.

The automated mode will impose the selected geometry to all fragments with matching atomic
sequences.
Example: impose SAME on all phenyl rings in the structure.
Implementation: Select six atoms in a template phenyl ring in the correct order and type
sel sel
to identify all six-membered rings in the structure to ensure that the restraint will be imposed
correctly.
Deselect all atoms.
Select the same six atoms in the correct order and type
same -all
The program will impose SAMEs on all the groups highlighted by sel sel.

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These SAMEs will be typed in the GUI and inserted in front of the template Ph ring in the INS
file.

same –s
generates a 'self' SAME restrain so that the fragment matches itself in the reverse order

There are other options for same; just type help same to see them.

Saving and loading of the current state of the structure


save keyword [name]
records a snapshot of a property of the current model.
keyword can be model, scene, style, view.
If name is not specified, a File Save dialog will be launched. If name is specified, a file with
this name and the proper extension will be saved to the hard drive.

save model
saves both crystallographic and graphics information of the current model, including the labels.
So, you can “save model name” and later “load model name”.

save scene
saves the properties of the scene, such as background, light parameters, etc.This is equivalent to
right-clicking on the GUI background and selecting Draw Style→Scene Properties→Save.

save style
saves the properties of atom graphics, such as atom colors The overall visual appearance depends
on the combination of the style and scene properties. Equivalent to right-clicking on an atom and
Graphics→Draw Style.

save view
saves the current projection.

To load the saved item, use in a similar fashion:


load keyword [name]

Example:
To save the current projection:
save view projection1
To load projection1:
load view projection1

same adp
This is a clever command for refining two or more atoms with identical atomic displacement
ellipsoids (like EADP) that can be oriented differently in space (unlike EADP). This option is
only available with olex2.refine. The program automatically determines an axis of rotation as the

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symmetry element about which the atomic ellipsoids are rotated. First, the procedure looks for a
pivot bond (for example C–CMe3 bond if the tBu group is disordered), and if it fails to find one it
treats the atoms as a ring and rotates the ellipsoids about the normal to that plane.
Application: Select the atoms you want to constrain and type
same adp
This command will insert several lines into the INS file, e.g. for three carbon atoms:
REM <constraints
REM <item "olex2.direction normal nC3C2C1 C3 C2 C1">
REM <item "olex2.constraint.rotated_adp C2 C1 nC3C2C1 240 false">
REM <item "olex2.constraint.rotated_adp C2 C3 nC3C2C1 120 false">
REM >

The lines describe how the axis is defined and how the ellipsoids are rotated. The ellipsoids may
also be scaled with the shape retained. The scaling is controlled by the last word on the line
describing the rotation. “False” means there is no scaling, “true” allows the selected ellipsoid to
change size.

As of August 5, 2024 same esd command fails for ferrocene when five atoms of a Cp group are
selected. Oleg is working on it.

sel [arguments] [switch]


switches: a;c;i;l;u;
If no arguments are provided, OLEX2 reports the information for the current selection. This
includes distances (when two atoms are selected), angles (three atoms), and
torsion angles (four atoms) and other geometrical parameters (such as dihedral angles for
planes).

Example:
with three atoms selected
sel
displays the computed angle defined by the three atoms in the console window.

sel also selects atoms fulfilling provided conditions, such as


sel $type - selects any particular atom type where the type is
* - all atoms
m – metals
x – halogens
$ - means all
sel $*,type - selects all but type atoms

Examples:
sel C1 – selects atom C1; convenient when one needs to highlight a specific atom in a
crowded structure
sel $c $n - selects all C and N atoms.
sel $m - selects all metals

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sel $*,o - selects all but the oxygen atoms


To select all atoms
sel $*
To select all atoms except hydrogens
sel $*,h
To select all atoms but carbons and nitrogens:
sel $*,c,n
(it’s important that the elements are mentioned after the comma without capital letters)
To invert a selection:
sel -i

An extended syntax include keyword 'where' and 'rings' which allow selecting atoms and bonds
according to their properties, like type and length, or rings of particular connectivity like C6 or
NC5.
Example:
sel rings C5 - selects all rings formed by five carbon atoms.

To select all atoms from a PART use


sel part number
Example:
sel part 2 - selects all atoms in PART 2.

If the 'where' keyword is used, logical operators, like and (&&), and or (||) can be used to refine
the
selection. For example:
sel atoms where xatom.bai.z > 2 - to select all atoms heavier than H
sel bonds where xbond.length > 2 - to select all bonds longer than 2 Å
sel bonds where xbond.b.bai.z == 1 - to select all bonds where the lightest atom is
H
Switches:
a - select all
c - copies printed values to the clipboard
i - invert selection
l - consider the list of bonds as independent
u - unselect all

To select all the bonds:


sel bonds
To deselect all the bonds:
sel bonds –u
To invert the selection
sel bonds –i

Sometimes it is necessary of convenient to inverts the selection.


Example:
Let’s say you want to select all non-C atoms. One way of doing this is

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OLEX2 Manual April 17, 2025

sel $c
sel atoms -i

another way would be


1. sel $c
2. ctrl-I (inverts the selection but also selects the bonds)
3. sel bonds -u (deselects all bonds)
or
3 sel atom bonds -u (deselects the bonds to which atoms are attached)

ALT-backspace – re-selects the last selection

To mark bond distances or angles in the CIF as “to be tabulated in print” for Acta
Crystallographica purposes, the following commands are useful.
To include all bonds to the halogen atoms:
sel CIF bonds $X
In general, X designates halogen, M designates metal.
To report all angles involving all nitrogen atoms
sel cif angles $* $n $*
or
sel cif angle $n
For a specific atom (e.g. C4):
sel cif angle c4
I believe merging CIF from the REPORT section of the GUI is required.

sel sel [-p]


is very useful for identification of identical fragments. This is handy for the application of the
SAME restraint.
Usage:
Select a number of atoms and type
sel sel
to highlight molecular fragments with identical connectivity in all PARTs of the structure.
To identify molecular fragments in PART 0 and other specific parts, use –p:
Select a number of atoms and type
sel sel –p=1
to identify identical fragments in PART 0 and PART 1. This command will ignore the portions
of the molecule in other PARTs.
sel sel –p=1,2
identifies identical fragments in PARTs 0, 1, and 2.
Limitations: sel sel takes into consideration the connectivity but not the geometry of the
selected fragment. Thus, for example, a ring of six carbon atoms will make sel sel highlight
both phenyl and cyclohexyl rings.

shell
starts a DOS window in the project directory

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showp number1 number2 … numberN


showp = show parts. This command is used to display specified parts.
To display PART 1 type
showp 1
to display PARTS 0, 2, and 3 type
showp 0 2 3

skin name
allows one to customize the uppermost banner of the GUI with a custom image. The name is the
name of the new “skin”. Create a png or jpg file (115 x 800 pixels), place it in the
C:\Program Files\OLEX2-1.2-beta\etc\skins
folder. Let’s call it myskin.png.
Then create a new binary file myskin.phil with this content:
gui {
skin {
name = uw
logo_name= etc/skins/myskin.png
}
}

and in the OLEX2 GUI type


skin myskin
OLEX2 will process for a few seconds and then will display the new logo. The rest of the layout
will be default. Whereas extensive customization is possible, this is an example of the simplest
approach.

standardise
repositions every atom inside the IUCr-recommended asymmetric unit. Use compaq to
reassemble the molecule. Note that you can type the first four-five letters of the command (any
command) and use the TAB key to complete the word.

text
displays the DOS prompt text in a separate window

uniq atomname
displays the fragment containing the named atom while hiding all other fragments.

wbox

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draws a rectangular Wrapping BOX around the chemical moieties on the screen. The vdW radii
employed in the computation are provided as console output.
Example:
typing wbox produces this drawing

and the following text:


Using the following element radii:
(Default radii source:
http://www.ccdc.cam.ac.uk/products/csd/radii)
C 1.7
Al 2
N 1.55
O 1.52
Si 2.1
Wrapping box dimension: 13.076 x 15.712 x 20.082 A
Wrapping box volume: 4125.938 A^3
Please note that displayed and used atomic radii might be
DIFFERENT

To remove the box, right-click on the box→Hide.

GUI equivalent: Tools→Chemical Tools→Bounding Box.

xp
launches the proprietary molecular graphics program XP written by George Sheldrick. While
OLEX2 can perform many “xp” commands, not all of these commands are implemented in
OLEX2. You can manipulate your structure in XP and then save the changes with the “file”
command. The changes will be reflected in the OLEX2 GUI, provided the file name is the same.

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Space group selection/manipulation


Q: How is the space group selected?
A: In order to see the statistical analysis of the diffracted Wilson intensities, type the four
commands:
wilson_plot [displays Wilson plot and the E-statistics. ].
sg [to generate the space group info]
text [to show the screen content in an external text editor. Scroll down to see all the stats relevant
to the space group selection].
log [to show the entire program log for the current session in an external text editor, scroll down
to see all the stats relevant to the space group selection].

Q: How do I display the info on my current space group?


echo sgs() [shows cell choice type selection]
sginfo [space group] [shows the info on the specified space group, not necessarily on
your current space group].
Examples:
sginfo fdd2
sginfo P21/c

Q: How do I convert space group P1 with two symmetry-related molecules into P1� with one
molecule?
A: If a structural solution fails with one program, it may be easiest to try and solve the structure
with another program (XS, OLEX2.solve, Superflip, XT). If, however, you must solve the
structure in P1 and then convert it to P1� here is the procedure. Let us use the following Cr complex
(C6H5C6H4Br)Cr(CO)3 (I) as an example (Acta Cryst., 2003, C59, m499-m500).

Figure 1. The Cr(0) complex (I) used to illustrate the P1→P1� switch.

This structure of (I) could not be solved in P1� and had to be solved in P1 with two molecules,
Figure 2.

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Figure 2. The
structure of (I)
solved in P1. The
two molecules are
related by an
inversion center.

Now execute the following commands:


1. Select two symmetry-related heavy atoms (e.g., the bromines).
2. echo ccrd(sel) - you will see the three coordinates (x,y,z) of the geometric center
between the selected atoms.
3. push –x –y –z [adjust all atomic coordinates so that the observed inversion center is
coincident with a crystallographic inversion center at 0,0,0].
4. Select the same two symmetry-related heavy atoms.
5. echo ccrd(sel) [to double check that the geometric center coincides with an inversion
center at 0,0,0]
6. changesg P-1 [merges the molecules].
The space group symbol in the upper right corner of the GUI should be updated.

Now the structure may look correct or like in Figure 3.

Figure 3. The structure of (I) immediately after


converting the space group to the correct P1� .

In order to reassemble the two separate parts execute


7. compaq
and now the structure looks like in Figure 4.

Figure 4. The structure of (I) is in the correct space group P1� ,


but needs polishing.

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Sometimes the resultant merged molecule contains extra atoms near the expected positions (Figure
4). This is because some symmetry-equivalent atoms were not perfectly related by an inversion
center. These redundant atoms should be eliminated. In the case of (I) there are four extra sp2
carbons, two extra carbonyl carbons, and one extra oxygen atom.
The extra atoms can be deleted manually (it does not matter which one of the two you delete at
each site) or by issuing

8. fuse 0.4

This command will “fuse together” all atoms that are closer to each other than 0.4 Å.

Figure 5. The finished structure of (I) in the correct space group P1� .

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Space group changes


Q: How can I change the space group choice?
A: Currently, this is implemented for monoclinic space groups only.
echo sgs() [shows the current setting]
Then to change the cell setting issue
sgs [unique axis][cell choice] [name.hkl] [converts the unit cell type].
Example:
sgs b1 mydata.hkl
transforms the unit cell to cell choice 1 with the b axis unique, creates a new hkl file for the
structure, and transforms the atomic coordinates to correspond to the new choice. However, the
unit cell parameter esd’s will be overestimated in the new INS file. Note that the space group
symbol in the upper right corner of the GUI is not updated. Run a refinement and then reload the
res file into OLEX2 to rectify.

Example of a space group change from P21/n to P21/c.


This corresponds to a change from cell choice 2 to cell choice 1.
sgs b1 mydata.hkl
will do the desired transformation.

Q: How can I change the space group?


A: This action is performed prior to structure solution. Click "Suggest SG" under
Work→Solve→Space Group, and select a space group from the drop-down menu.
Alternatively, use the CMD line, for example:
reset -s=P21 [resets the current space group to P21]

Additional structure manipulations.


The display of the ring in I coordinated to the metal in (Fig. 1) is easily converted to a single
dashed line:
1. select the coordinated ring and the metal center
2. pim (or pim –l to see the length of the bond)
in order to obtain a cleaner view as in Fig. 2.

Fig. 1. The Cr complex (I).

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Fig. 2. Complex (I) with a different coordination depiction.

To go back to the previous display, delete the dashed line and then type
conn 9 Cr1
to force the metal center to make nine bonds.

To show the delocalization of the electron density in the rings type


chemdraw
to produce a drawing similar to that in Fig. 3.
To undo, type fuse.

Fig. 3. Display of the delocalized electron density in rings.

To compute the dihederal angle between the ring planes, one needs to rerun refinement with card
MORE -1
in the INS file. This card can be added to the INS file manually or from the OLEX2 GUI by typing
/ more -1
The forward slash tells OLEX2 to add a command into the INS file.
Note that more -1 is incompatible with the wpdb card.

This writes out a variance-covariance matrix into a file that OLEX2 uses for further
computations.

Select a ring and type


mpln
to generate a plane confined to a ring with a selector (black dot) in the middle.
Fig. 4 shows the two created planes.

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Fig. 4. Two rings are ready for computation.

Select the rings by clicking on the selectors (selected rings turn green) and type
esd

to show some statistics with standard deviations on the screen. The dihedral angle of interest is
58.86(1)°.

This is a sample output on the OLEX2 GUI (the rings are labeled C1-C6 and C7-C12):

esd
Using SHELXL matrix for the calculation
Plane C7 C8 C9 C10 C11 C12 to plane angle: 58.86(10)
Plane centroid to plane centroid distance: 4.343(2) A
Plane [C7 C8 C9 C10 C11 C12 ] to plane centroid distance: 0.092(5) A
Plane [C7 C8 C9 C10 C11 C12 ] to plane shift: 4.342(2) A
Plane [C1 C2 C3 C4 C5 C6 ] to plane centroid distance: -0.027(5) A
Plane [C1 C2 C3 C4 C5 C6 ] to plane shift distance: 4.343(2) A

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How to combine / concatenate two or


more commands into a macro command:
By Nattamai Bhuvanesh

It is possible to modify the macro file custom.xld in


OLEX2 to your great advantage.

For example, a telp command will give you, by default, a


display like the picture shown at right:

But if you are like me, I am more inclined to do telp, followed by a brad 0.3 (to make the
radius thinner), selecting the hydrogens and making them smaller as well, and, finally,
deselecting the hydrogen atoms. This process results in a display that looks better for
publications:

The commands telp, brad 0.3, followed by selecting the hydrogens and making them
smaller, can all be combined into one macro:

1. Open OLEX2
2. Type emf
This will open the custom.xld file; where the custom macros reside.
3. You can start adding commands, if you know the style. Alternatively, copy one of the
already existing macros, paste it at the end, and modify the commands in the new macro.
e.g.,

<bhtelp help="Change TELP Settings for Bhuv"


<body
<args>
<cmd

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<cmd1 "telp">
<cmd2 "brad 0.3">
<cmd3 "sel $H">
<cmd4 "arad 0.08">
<cmd5 "sel -u">
>
>
>

a. Here, bhtelp is going to be the name of the new custom macro


b. “Change TELP Settings for Bhuv” is what OLEX2 will show if we type help
bhtelp
c. If necessary, you may add args – arguments.
d. List all the commands to be combined within the <cmd …… > delimiters as above. In
our examples, we are concatenating the commands telp, brad 0.3, sel $H, arad
0.08, and sel –u
e. You may run these commands individually and verify the result before making them a
macro. It is imperative that each “<” should be matched to its corresponding “>”.
f. When finished, save the custom.xld file.
g. Go back to OLEX2 and type
reload macro
and we are done.
Now you can use bhtelp to get the newly styled telp.

Q: Is it possible to show only one or more (selected) “parts” of the disordered atoms?
A: Absolutely, only selected “part” numbers can be shown by using
showp 0 1
the parts under part 0 (zero and not “oh”), and 1 are shown.
For example:

This changes, on executing showp 0 1,


to:

The command can be reversed by:


showp

If more parts need to be shown, they have to be added, e.g., showp 0 1 3

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Constraining the molecular geometry


EXAMPLE 1.

There are several ways to model molecular disorder. One of them is to constrain the geometry of
an entire molecule or fragment with an idealized geometry. This is based on the FRAG/FEND cards
of SHELXL, but a lot will happen behind the scenes in OLEX2. Some concrete examples are
given below.

Example 1. Imposing an idealized geometry using peaks of electron density.

In the structure on the right, we want to constrain the toluene geometry with
an idealized geometry. The electron density peaks (golden spheres) are fairly
consistent with the geometry. All you need for this procedure are three non-
colinear peaks, regardless of the total number of atoms in the molecule.

1. Prepare an idealized geometry of the molecule of choice (toluene in this case). It should look
like a typical FRAG/FEND command:

FRAG 17
C1 1 1.198402 -0.033739 3.629224
C2 1 1.201835 -0.000101 2.122450
C3 1 0.001012 -0.000301 1.398484
C4 1 0.000813 -0.000261 0.002140
C5 1 1.208427 0.001721 -0.699221
C6 1 2.412741 0.006115 0.007778
C7 1 2.406015 0.006056 1.404106
FEND

Many DFT-optimized molecular geometries are available free at


http://xray.chem.wisc.edu/Projects/IdealizedMolecularGeometry.html. Of course, one could also
use a reasonable geometry from the Cambridge Structural Database or any other reliable source.

2. Copy the entire frag/fend list (including the frag and fend commands) and paste them
with CTRL-V into the GUI.
The idealized molecule will be inserted in green (on the right in the diagram below) and OLEX2
goes into the MATCH mode (the cursor is no longer an arrow).

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3. Match at least three atoms. We start with the Me carbons by clicking on the Me carbon of the
green molecule and then on the Q peak corresponding to the toluene Me carbon:

Next, we click on the pair corresponding to the para atoms:

and then on a pair of meta atoms:

Now that a good match is obtained, keep pressing the ESC key until you are out of the MATCH
mode (the cursor becomes an arrow and the toluene molecule turns grey) or type mode off:

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To manipulate the FRAG molecule:


Left-click on the molecule and keep the left button depressed to rotate the molecule.
Hold down the SHIFT key to drag the molecule with left mouse button depressed.
You can rotate the entire structure as usual if you click elsewhere on the GUI.

Once the inserted molecule is close to the proper location, its position can be fine-tuned in the
MATCH mode, by pairwise matching of the atoms and Q peaks:

4. We are ready for refinement. Note that this idealized toluene molecule has been incorporated
into the ins file as a fixed geometry moiety:
AFIX 6
C1 C 0.21400 0.32710 0.26920 1.00000 0.05000
C2 C 0.23497 0.37425 0.18633 1.00000 0.05000
C3 C 0.15957 0.32139 0.14236 1.00000 0.05000
C4 C 0.18136 0.36307 0.06565 1.00000 0.05000
C5 C 0.27935 0.45902 0.03133 1.00000 0.05000
C6 C 0.35491 0.51286 0.07436 1.00000 0.05000
C7 C 0.33263 0.47074 0.15105 1.00000 0.05000
AFIX 0

The actual atom labels will depend on the content of your structure.

5. If the refinement goes well, re-label the toluene atoms, add the H atoms and make sure the
occupancies of the atoms are correct.

EXAMPLE 2. Imposing an idealized geometry using atoms from a poorly behaved molecule.

The procedure is essentially the same, and the “old” atoms of the fragment being modeled will
be deleted if they are within 0.5 Å from an atom from the FRAG unit.

When the default of 0.5 Å does not work, try deleting the atoms of the molecule being modeled
after the idealized molecule has been matched, leaving the idealized molecule. If the “old”,
poorly behaved molecule remains, then there will be two molecules in the same space –an
obvious problem.

Here is the procedure from the start (before any matching):


Start by selecting the molecule you want to model and type
sel part 100

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to assign part 100 to this molecule.

Now follow the matching procedure, steps 1 – 3 above.

Prior to the refinement and with no atoms selected type:


sel part 100
kill part 100

The original molecule has been deleted, the idealized one is left in the proper orientation, and we
can proceed with steps 4 and 5.

EXAMPLE 3.

A Pd complex that co-crystallizes with


½ equivalent of ethyl acetate, figure on the
right. The solvent molecule is disordered over
an inversion center and should be refined with
part -1.

Use file disorder 3.res and disorder 3.hkl to


follow the steps.

1. Begin by deleting the solvent molecule and


refining the structure.

2. The refinement reveals, among other things, four residual peaks higher than the rest:

3. Optional: the four residual peaks can be reassembled with compaq –c.
In the GUI, make sure only the Pd complex and the four highest Q peaks are shown. Type
grow to generate the symmetry-related Q peaks:

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4. Prepare an idealized geometry of the molecule of choice (ethyl acetate in this case). It
should look like a typical FRAG/FEND command:

FRAG 17
O1 3 -0.787135 1.361478 -1.826069
O2 3 -1.250238 2.162490 0.179184
C1 1 -0.072846 0.126000 0.077980
C2 1 -0.733637 1.268944 -0.645662
C3 1 -1.903975 3.293234 -0.386436
C4 1 -2.401190 4.153250 0.753379
FEND

Many DFT-optimized molecular geometries are available free at


http://xray.chem.wisc.edu/Projects/IdealizedMolecularGeometry.html. Of course, one could use
a reasonable geometry from the Cambridge Structural Database or any other reliable source.

5. Copy the entire frag/fend list (including the frag and fend command) and paste it with
CTRL-V into the GUI.

The idealized molecule will be inserted (greenish molecule on the right in the diagram below)
and OLEX2 goes into the MATCH mode (the cursor is no longer an arrow).

The inserted molecule can be overlaid on the Q peaks in the MATCH mode. Prior to doing so, it
may be beneficial to move the inserted molecule manually as follows:
Left-click on the molecule and keep the left mouse button depressed to rotate the molecule.
Hold down the SHIFT key to drag the molecule with the left mouse button depressed.
You can rotate the entire structure as usual if you click elsewhere on the GUI.

Once the inserted molecule is close to the proper place, its position can be fine-tuned in the
MATCH mode, by pairwise matching of the atoms and Q peaks:

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To exit from the MATCH mode either keep pressing the ESC button or type mode off:

Because the solvent molecule is disordered over an inversion center, it should be refined with
PART -1 and an occupancy of 50%.

First, we will assign part -1 to the solvent molecule.


Double-click on the solvent molecule to select it. Then type
part -1
labels –p
The latter command serves to confirm that the atoms belong to PART -1. The part numbers are
displayed next to the atoms that are in a PART:

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Next, the solvent molecule should be given the proper occupancy.

One way to do so is to select the molecule by double-clicking on it and then typing


fix occu 0.5

Another way is to select the molecule by double clicking on it and then clicking on the “atom
edit” button to modify the instructions in the context menu:

Prior to modification:
FVAR 0.38625
PART -1 ! the line to be modified
AFIX 6
O7 O 0.98336 0.46279 0.43296 11.00000 0.05000
O8 O 0.98510 0.56586 0.51732 11.00000 0.05000
C7 C 1.10254 0.28937 0.50910 11.00000 0.05000
C8 C 1.01760 0.44680 0.48150 11.00000 0.05000
C9 C 0.90473 0.72118 0.49622 11.00000 0.05000
C10 C 0.88189 0.83477 0.54498 11.00000 0.05000
AFIX 0

Only the occupancy must be modified, and that is achieved by addition 10.5 to the PART line:
Upon modification:
FVAR 0.38625
PART -1 10.5 ! modified line
AFIX 6
O7 O 0.98336 0.46279 0.43296 11.00000 0.05000
O8 O 0.98510 0.56586 0.51732 11.00000 0.05000
C7 C 1.10254 0.28937 0.50910 11.00000 0.05000
C8 C 1.01760 0.44680 0.48150 11.00000 0.05000
C9 C 0.90473 0.72118 0.49622 11.00000 0.05000
C10 C 0.88189 0.83477 0.54498 11.00000 0.05000
AFIX 0

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Click OK and run a refinement. If the resultant structure looks “strange” and some solvent atoms
are missing, type fuse. A proper view should be restored.

Refine the structure anisotropically:

The refinement indicators have improved, but the ellipsoid of the carbonyl carbon looks
somewhat enlarged. In this case, it is a good idea to remove the idealized geometry constraint:
-double click on the solvent molecule to select it.
-type afix 0.

Run a refinement. Then position H atoms on this molecule and run another refinement:

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The solvent molecule looks much better and the overall refinement is stable. The R factor is
2.04%.

To remove the “-1” labels from the GUI type labels.

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When a solvent cannot be modeled


Sometimes a solvent molecule can be neither identified nor modeled. In such cases the
SQUEEZE option of Ton Spek’s PLATON can be used. The SQUEEZE procedure accounts for
diffuse electron density. For people interested in the void algorithm of PLATON ("CALC
SOLV"), you can check the following presentation:
http://www.cryst.chem.uu.nl/spek/ppp/PLATON-SQUEEZE.pdf
(pages 6-12). An application in microporous crystals can be found in:
H. Küppers, F. Liebau and A. L. Spek (2006), J. Appl. Cryst. 39, 338-346.

[Solvent accessible voids can be displayed with Mercury. For an introduction to crystal porosity
I recommend “Crystal porosity and the burden of proof” by Len Barbour, Chem. Commun.,
2006, 1163-1168. But I digress.]

An alternative procedure, implemented in OLEX2, is based on the paper “Bulk-solvent


correction in large macromolecular structures” by B. Rees, L. Jenner, and M Yusupov in Acta
Cryst. D, 2005, 61(9), 1299-1301.

Let us proceed with the previous example, Disorder Example 3 with ethyl acetate. In this case,
the solvent is known, and thus the structure provides a good test.
1. Delete the ethyl acetate solvent molecule and run a refinement.
2. Go to Tools→Maps→Mask and click on the Mask button to run a computation with the
default parameters.
The program draws the solvent accessible voids in the GUI (unit cell drawing below)

and generates a numerical output (also available in file name-mask.log), the bottom
portion of which is copied here:
Void Vol/Ang^3 #Electrons
1 152.2 51.7
2 152.2 51.7

OLEX2 has identified two voids of volume 152.2 Å3 with 51.7 electrons in each. Ethyl
acetate contains 48 electrons and the estimated volume of the molecule is 124 Å3. For
comparison, PLATON (with the default settings) estimates the volume of each of the two voids
at 145 Å3 with 48 electrons in each. Similarly to this case, in my experience, PLATON’s
algorithm frequently works better than OLEX2’s, with electron counts, anyway.

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To proceed with the refinement, return to the Work menu (F5), expand the Refine menu,
mark the “Use solvent mask” checkbox and run a refinement. You can also elect to “Recompute
mask” by checking its box.
You can proceed to completion in this fashion, or you can select file name-mask.hkl from
Work→Refine→hkl file and uncheck the “Use solvent mask” and “Recompute mask” boxes.
It goes without saying that this type of refinement should be documented in the
experimental section of a publication.

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Working with molecular graphics


OLEX2 is great for generating publication quality diagrams.
As an example, consider the Cr(0) complex on the right. We will
generate a very similar-looking diagram with atom labels.
c Cr
What you see on the screen is what you get in the graphics file. o
c c
o
o

This is the default diagram.

To remove the six Cr–C bonds and generate a dashed line to the
center of the coordinated Ph ring type
pim

To change the thickness of the C–H bonds select one of the C–H
bonds by clicking on it and type
brad 0.5
to make the C–H bonds 50% thinner. [For more on pim, brad,
and other commands see the “Alphabetical list of commands.”]

To illustrate the delocalization of electron density in the Ph rings


type
chemdraw

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To add atom labels, go to Tools→Images. If you want to label only


some of the atoms, first select them and then click under
Images→Label Selected. To label all non-H atoms, click on
Images→non-H atoms.

Note that these labels differ from the green working labels that can
be toggled off by F3.

If the label color is not black (usually this


happens when you run OLEX2 for the
first time) click on Images→Choose the
label color, and in the menu Material
Parameters double click on the color in
the Ambient Front box and choose the
color of your liking. I prefer black; my
settings are shown in the figure to the
left.

If you need to delete the labels type


kill labels
or click Images→ DELETE all labels.

To position the labels so that they don’t overlap with the atoms, hold down the SHIFT key and move
the atom label with the left mouse button.

To save the properties of the image for the future type


save view nameofyourchoice
To re-load the properties at some point in the future, type
load view nameofyourchoice

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To save a high-quality image, go to Tools→Images→Bitmap Images, enter the name of your file,
select the file type (png works well), resolution, and size, then click on the Go! button. A file with
the specified name and extension will be generated in your structure folder.

Other types of images are created in a similar fashion.

Q: How do I display atom labels?


A: You can toggle atom labels with F3. Additional controls are
labels –l [displays non-hydrogen atom labels]
labels –l –h [display all atom labels, including those for the H atoms]
The Q peaks are treated as atoms as far as labeling is concerned, except for one unique command
labels –qi [displays Q peak heights in e/Å3]
Note that the word labels is plural.

To generate moveable atom labels for diagrams use


label [atom name(s)] [to create movable atom labels].
Examples:
label o1 o2 [will create movable labels for atoms o1 and o2].
label $o [will create movable labels for all oxygen atoms].
Note that the word label is singular.

Q: How do I display unit cell boundaries?


A: Type
cell
to toggle the display of unit cell boundaries.

Q: How can I manipulate the molecular image representation?


A: The following commands are handy for manipulating the molecular image:
sfil [to see space-filling view type]
telp [to switch to the ellipsoid view type]
telph [to switch to the ellipsoid view type with the H atom spheres scaled]
telp 40 [to set the ellipsoid percentage to 40%]
matr 1 [to orient the cell along the a-axis; 2 and 3 work for the b and c axes, respectively]
or
matr 100 [this can also be accomplished with the right-click menu, View option]
brad 0.5 [adjusts the bond thickness of ALL bonds. Currently, individual bonds cannot be
modified. The default value is 1.0]
grad [to modify the background]
F3 [toggles labels]
F4 [toggles background]
ctrl-t [toggles the molecule and text]

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Q: How do I restore the default settings?


A: View→Quick Drawing Styles→Def. A shortcut for this is to type
default

Q: Can I show the minor disorder component with a faint color scheme?
A: Yes. Example: in the molecule below, positional disorder exists

Original drawing. One C atom and several H atoms are disordered.

The minor disorder component (part 2) is highlighted.


Such highlighting can be accomplished by typing
sel part 2

Our goal is to show part 2 in pale color.


1. Select part 2 with all the bonds. My preferred way of doing so is to show part 2 but hide
part 1. This is readily accomplished with the “0 | 2” button under Work→Toolbox
Work→Modelling and Disorder Tools:

2. Draw a box around all atoms of part 2 to select them. Right-click on any of the atoms and
“group” the selection:

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Your “group” may look like this:

Showing all fragments (click on the “All” button next to the “0 | 2” button) results in this depiction
of the entire molecule:

3. Now for the heart of the matter. We want to see part 2 in faint, translucent color, but to
ensure that the molecule is still colored according to the atom types. Right-click on any atom of
the group and select Graphics→Draw style...:

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There, modify four parameters:


1. Group color properties: tick the “Blend” box and change the number to 50.
2. Change color in “Ambient front” to grey.
3. Change color in “Diffuse front” to grey.
4. Tick the “Translucent” box and change the value to 50.
This is illustrated below:

The resultant diagram with a faintly colored part 2 looks like this:

Of course, you can modify the colors of the Ambient front and Diffuse front to your liking and
adjust the blend and translucent percentages as you see fit.

Q: Are there graphics tools to work with rings?


A: There are several handy tools to take advantage of displaying rings in different ways. Let’s say
you have selected a phenyl ring and typed mpln to calculate the mean least-squares plane through
the atoms. Your plane may look like this:

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Open the Primitives menu by right-clicking on the plane and selecting Graphics→Primitives…

There are four options in the Primitives dialog box to toggle the display of the plane, centroid,
ring, and plane normal. The Ring and Normal options are illustrated below:

If you need the normal to point the other way, select the normal and type inv to invert it.

These dialog box commands can be executed from the command line. Select a plane and type
mask 1 [generates a plane]

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mask 3 [generates the centroid]


mask 7 [shows a hula hoop inside the ring]
mask 11 [draws a normal to the plane]

A clever feature of the plane normal is that it can be extended to an adjacent plane in order to
measure the distance between the planes as the length of a perpendicular to the second plane.

For example, if you have two mean planes (shown below) and you want to drop a perpendicular
from one to the other,

Select the plane with the normal (bottom one in the figure above) by left-clicking on it, then select
the top plane by left-clicking on it, and type
scalen
(short for “scale the normal”)
to produce this figure:

The length of the perpendicular (shown as a vector) is printed on the last line in the OLEX2 GUI:
Scaled to: 3.244

The length of the normal vector (in Å) can be set by the user. For example, to set the vector length
to 2 Å simply type
scalen 2

Q: How can I change atom connectivity?


A: Let’s talk about how the program connects atoms and how individual bonds can be added and
removed. Two atoms are shown as connected if the distance between them is smaller than their
atomic radii + delta:

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Distance between atoms A and B < Radius(A) + Radius(B) + delta.


If you select some atoms and type
info
the radii in use will be printed. To get the value of the current 'delta' just type delta. If you type
delta followed by a number, this number will be used as the new delta (e.g. delta 0.8).
The default maximum number of bonds an atom makes is 12 but it can be easily adjusted with the
CONN command. For example, if you select an atom and type
CONN 6
the number of bonds the atom makes is now limited to the six shortest contacts to nearby atoms.

For example, to change metal bonding for all metals in current structure you can do any of these:
conn $M 6 (sets max number of bonds)
conn $M 1.7 (sets bonding radius)
conn $M 1.7 6 (sets the bonding radius and the maximum number of bonds)

You can override the default bonding radii 'globally' by loading them from a file:
load radii bonding

This will keep them for the OLEX2 session and if needed you can load them when OLEX2 starts.
The file format is an "element R" on each line.

You can also adjust the connectivity table by adding custom bonds (select 2 atoms and type
addbond) and/or removing existing ones (select bond(s) and type delbond).

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Preparing CIF for publication


If certain bond distances and angles must be flagged for publication in the CIF it is now
convenient to flag them in OLEX2. The advantage of the approach is that if the structure is re-
refined and the CIF overwritten, OLEX2 will remember the choices and will retain the flags. The
commands below should be followed by a re-refinement.
For example, of all metal–ligand distances are to be marked for publication (symbol ‘y’ in CIF-
speak), type
sel cif bonds $m
The $ means “all” and ‘m’ means “metal atom”. The corresponding CIF entries will look like
this:
loop_
_geom_bond_atom_site_label_1
_geom_bond_atom_site_label_2
_geom_bond_distance
_geom_bond_site_symmetry_2
_geom_bond_publ_flag
Ru01 Ru02 2.2810(3) . y
Ru01 O1 2.0406(15) . y
Ru01 O2 2.0171(14) . y

For angles, issue one of the following commands


sel cif angles $* $m $*
or
sel cif angles $m
to mark all interatomic angles that involve all metal atoms.

For dihedral angles,


sel cif dihedrals $m
for metals in any position.

sel cif dihedrals $* $m $* $*


for metals in the second position only.

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DrawPlus and animations


Added on November 14, 2019. The “highly experimental” DrawPlus can generate animations
(among other things) with molecular rotations. For examples, see: https://vimeo.com/366752986
and https://vimeo.com/367237800. DrawPlus works for OLEX2 version 1.3 and higher. The
installation and usage procedure takes about 5-10 minutes and is worth it:

Go to the Home tab→Extension Modules, enter a valid e-mail address, select DrawPlus from the
dropdown menu, and click on Install Offline.

Follow the installation procedure and activate the license – you will get an e-mail from the OLEX2
system.
Next, get Mplayer (download the file corresponding to your system), unzip it in a folder, and set a
PATH system environment variable to point to this folder (go to Control Panel\System and
Security\System, choose Advanced system setting, Environment variable, choose Path, click on
Edit:

And add a new variable for MPlayer:

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You are almost ready to generate an animation. Note that the directory to your structure must not
contain empty spaces, for example:
C:\xray\my structures\structureA would not work because of the space in “my structures”, but
C:\xray\my_structures\structureA would work just fine.

Restart OLEX2. Now you are ready to make an animation. Go to Draw→DrawPlus→Animation


and click on Rotation.

The video will show a molecule rotated sequentially about three perpendicular axes. The movie is
created from an image series saved in subfolder “celrot” (short for cell rotation). If you want a
rotation about two axes the following settings may be used:

The resultant .mpg file may have an OLEX2 logo

in the top left corner. To remove it, type


Spy.editParams

and look for “overlay_image” under drawplus in the “Edit parameters” window:

drawplus {
gview = ""
bond_mask = ""
bond_which = 1
group_colour_scheme = "original"
current {
style = "neptune"
scene = "neptune"
}
animation {
write_frames = True
make_movie = True
overlay_image = "default"
tmp_folder = ""
}

Change it to:

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overlay_image = False
and click OK. Note that if OLEX2 is restarted, the overlay image will return.
The final .mpg file can be used in a PowerPoint presentation.

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Structure matching
For the match operation to work properly, it is important to eliminate all the Q peaks prior to
running it. Thus, it is necessary to execute
kill $q
fuse
Note that ctrl-Q will not work because it hides the Q peaks rather than eliminating them.

See command info for help with troubleshooting match.

Q: How can I overlay two symmetry-independent molecules within one structure?


A: This procedure is called MATCH and can be applied to two or more molecules. By default,
the program matches all atoms, hence if you don’t want to include the H atoms they should be
killed explicitly:
kill $h $q [to kill all the H and Q peaks]
fuse [ensures the correct connectivity after atom elimination – very important command!]
match [number of molecules]
Typing match will overlay the selected molecules (or all molecules if none is selected). If only
some atoms should be matched, do the following:
select atoms to match in one molecule
select atoms to match in other molecules
type match N, where N is the number of molecules with selected atoms.

To unmatch the molecules type


fuse
or go to Tools→Overlay and click Unmatch.
To unmatch the molecules, but keep the grown fragments/groups use
match -u

It is possible to superimpose molecules based on five or more atoms. The atoms should be selected
in the respective MATCHing order, for example, by clicking on C1,C2,C3,C4,C5 in one molecule,
and C1a,C2a,C3a,C4a,C5a in another. Then type
match sel [to match the selected atoms].

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A B
Figure 1. a) Two superimposed symmetry-independent molecules of S8 shown with the "tubes"
drawing style; b) two superimposed symmetry-independent molecules of vitamin C shown with
the "ellipses and sticks" drawing style. One molecule is colored, whereas the other shows atomic
identities.

To color one of the superimposed molecules, right-click on the molecule→Fragment→Show this


only [to display the molecule by itself]
ctrl-a [to select the molecule, both atoms and bonds]
right-click on the molecule→Selection→Group [to group atoms and bonds]
right-click on the molecule→Graphics→Draw style... [to display the Material Parameters palette]
In the Material Parameters palette, double-click on the color rectangle corresponding to Ambient
Front and select the color of your choice, followed by OK.
Then type
fmol [to bring back all the molecules on the screen]
Repeat as necessary for other molecules.

Q: How can I match two molecules from two CIFs?


A: The procedure below describes matching two molecules from two CIFs with each molecule on
special positions. This procedure will exclude the H atoms. As of May 22, 2024 the procedure
works better with INS files, thus first the two structures have to be saved as INS files, and then
matched. A key step is swapping the molecules for growing.

The commands below should be typed in the OLEX2 GUI; the text after “!” explains the action.

Open the first CIF


sel $H ! selects all H atoms
kill ! kills the selected atoms
file 1.ins ! writes an instruction file of the type “ins” used in crystallographic
! refinements. I have named it “1” for brevity.
Open the second CIF
sel $H
kill
file 2.ins ! The idea is to match structures from better behaving INS files

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Open file 1.INS


grow ! grows the molecule
Tools→Overlay→Overlay Structure → 2.ins ! shows the second molecule
Press the ESC key ! exits the pairwise matching mode; the cursor changes back to an arrow
ofileswap 1 ! swaps the molecules, now the second molecule becomes active
grow ! completes the active molecule; now both molecules should look identical
and complete
match ! overlays the molecules

Comment about ofileswap: The number that follows ofileswap specifies the molecule that
become active. The molecules are numbered from 0 onwards, C++ style. Thus, in this case the
active molecule is number 0 and the inactive molecule is number 1. To make the latter molecule
active, one types ofileswap 1. This is important if one overlays more than two molecules. In
the case of three molecules, ofileswap 2 makes the third molecule active.

Q: How do I generate a packing diagram?


A: Use menu Structure→Generate, and in Generation Options select the box size.
Alternatively, you can use
mode pack [displays the positions of other molecule as maroon pyramids]
and then click on the pyramids that you want to turn into molecules. Pressing the ESC key will
end the pack mode.
Sometimes when you click a pyramid a new molecule is generated, but the entire diagram shifts.
To ensure the molecule display stays in place as additional molecules are generated a certain
command must be added to the OPTIONS file as follows:
In the OLEX2 GUI type
options
to open the .OPTIONS file and add the following line:
model.center_on_update=false
Save the file. Then in the OLEX2 GUI type
reload options
That should fix the problem. If it does not – restart OLEX2.
To highlight the content of an asymmetric unit use the sel command with a symmetry code. For
example, to display the content of the original asymmetric unit (symmetry code 1555) type
sel 1555
The symmetry codes are displayed on the console if you type
lstsymm

Another way it to control the diagram creation manually:


pack [generates a packing diagram. The default for pack is “pack -1.0 1.5 -1.0 1.5
-1.0 1.5” OLEX2 generates all the fragments whose centers of gravity lie within the defined
parallepiped]
or
pack 0 1 0 1 0 1 [fills the unit cell with molecules; the numbers are pairwise limits for the
a, b, and c axial vectors and can be adjusted as necessary].

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Q: Can I display basis vectors?


A: The basis vectors can be toggled by typing
basis
and moved with the left mouse button when the SHIFT key is depressed. Right-click on the basis
to resize it.

Q: Is there an easy way to label several symmetry-independent molecules (with the same
composition) similarly?
A: Yes. The following procedures work well on structures with two independent molecules, but I
have not tested it on structures with Z'>2. It is important to eliminate all the Q peaks prior to the
match operation. It is necessary to execute kill $q rather than ctrl-Q, because the latter will
only hide them.

Example: two molecules with similar geometries in the asymmetric unit.


Option A
1. Label one molecule (let's call it molecule A) to your liking. Maybe you have O1,O2,C1,C2...
atoms with suffixless labels.
2. Select any atom in molecule A (by left-clicking on it).
3. Select any atom in molecule B (by left-clicking on it).
4. In order to label molecule B similarly with suffix "a" type
match sel -n=a [n stands for "name of the suffix"]
Now you have two identically named molecules with names such as C1 in molecule A and C1a in
molecule B.
Tricks of the trade:
match sel -n=a [adds the suffix a to the atom names]
match sel -n=-b [replaces the last character of the atom name with b]
match sel -n=$2 [changes the first character after the element symbol with the provided
value (2 in this case). If your base molecule has atom names C11a, C12a, and C13a, the second
molecule will have labels C21a, C22a, C23a. However, if you start with C1a, C2a, C3a... you will
end up with C2a C2a C2a]

Option B
The GUI alternative to the procedure in Option A is now available:
1. Label one molecule (let's call it molecules A) to your liking. Maybe you have O1,O2,C1,C2...
atoms with suffixless labels.
2. Select any atom in molecule A (by left-clicking on it).
3. Select any atom in molecule B (by left-clicking on it).
4. Go to Work→Naming, type the letter "a" in the Suffix box next to Equivalent Fragments (Z'>1).
5. Click on the Equivalent Fragments (Z'>1).

Option C
But perhaps you want your two molecules to have suffixes "a" and "b". [Since the atom names
cannot be longer than four characters in XL the procedure above may not work. This is because if

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you have a molecule with names such as C1a and want to mimic the other molecule with suffix
"b" you will end up with names such as C1ab.] Here is the correct procedure.
1. Label one molecule (let's call it molecule A) to your liking. Maybe you have O1,O2,C1,C2...
atoms with labels but no suffixes.
2. Select any atom in molecule A (by left-clicking on it).
3. Select any atom in molecule B (by left-clicking on it).
4. Now to label molecule B similarly with suffix "a" type
match sel -n=b [n stands for "name of the suffix"]
5. Select any atom in molecule A (by left-clicking on it).
6. Isolate this molecule by typing
uniq sel
7. Select the molecule with ctrl-a.
8. Add the suffix to the atom labels with
name sel -s=a [s stand for "suffix"].
9. Bring back the other molecule with
fmol

Option D
Suppose you have an organometallic complex with two identical ligands that you would like to
label similarly, such as two molecules in Section A. The procedure described in Options A-C are
valid, but the trick is to isolate each ligand first by disconnecting the central atom from it.
conn 0 Ti
[connects the specified central atom (here, Ti) to exactly 0 atoms; in this case, Ti will be
disconnected from all other atoms].
or, click on the central metal atom to select it and type
conn 0
Now you can follow any routine from Options A-C to label the atoms to your liking. Re-refine the
structure to restore connectivity.

Option E
OLEX2 allows for the facile use of “residues” as implemented in SHELXL. Suppose you have
two molecules A and B in the asymmetric unit and you want the atom labels in molecule B to be
exactly the same as in molecule A. This requires the introduction of RESI cards to the INS file.
The procedure is straightforward.
1. Select molecule A.
2. Think of a name for this “residue”, for example DCM, and type
resi dcm
This will put the selected molecule into residue
RESI DCM 1
in the INS file. Note that OLEX2 will automatically add the residue number.
3. Select molecule B and type
resi dcm
to put the second molecule into residue #2, demarcated in the INS file with
RESI DCM 2

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4. Follow the instructions in Option B to label molecule B similarly to molecule A, except


that now do not enter anything in the suffix box. The RESI commands allow you to use
the exact same labeling scheme for the atoms in both molecules.
Alternatively, typing
resi –all DCM
will label all dichloromethane molecules identically and put them inside RESI’s.

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Working with hydrogen atoms


Q: What control over H atoms do I have?
A: These two commands are frequently useful:
ctrl-H [to toggle display of hydrogen atoms and hydrogen bonds on the screen]
telph [to switch to the ellipsoid view type with the H atom spheres scaled]
telp [to switch back to H atoms as spheres]

The GUI alternative to ctrl-H: Work→Toolbox Work, click the green H button:

The GUI alternative to telph: View (or F6)→Quick Drawing Styles→click on the ellipsoid

button with the H symbol to show scaled H atoms. Click on the plain ellipsoid button to
return to the regular ellipsoid view.

Q: How do I show the hydrogen bonding interactions of my choice?


A: To show potential hydrogen bonds go to View→Symmetry Generation→Packing→Expand
Short Contact (Hydrogen Bonds) and adjust the Distance slider. Then in the GUI click on the bonds
you want to expand. When you have selected all the bonds, press ESC to remove the “hanging”
interactions.

Q: How do I tabulate the hydrogen bonding interactions?


A: This is achieved with
htab [dist][angle][keywords]
If you issue
htab
with no arguments, OLEX2 will insert HTAB card(s) (and the necessary EQIV cards) for the
hydrogen bonds in the INS file. The defaults for the H-bond determination are maximum donor-
acceptor distance of 2.85 Å and minimum donor-H…acceptor angle of 150°.
To survey more interactions one may use
htab 3 120 –t=C,N

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where 3 is the D…A distance in Angstroms, 120 is the D-H…A angle in degrees, and –t=C,N
will add additional atom types that can serve as donors and acceptors (the default atom types are
N, O, F, S, Br and Cl).

To reposition molecules to form H-bonds


compaq –a

Q: How do I remove all the H atom constraints? My data are that good!
A: In the console, type
afix 0 $h
free uiso $h
and run a refinement. The first command removes the constraints, the second frees the thermal
displacement parameter.

Q: I can’t seem to be able to assign the H atoms!


A: To modify how atoms are bonded (if H atoms cannot be assigned):
delta 0.2 [modifies the default delta for atomic connectivity]
fuse
hadd
delta 0.5
fuse

Q: How can I adjust the element-H distances?


A: Select the H atoms to be moved and type
himp [+/-][value]
Examples:
Select an H atom by clicking on it, then
himp 1.1 [positions the selected H atom at 1.1 Å from the atom closest to this H atom]
or
himp +0.1 [lengthens the distance from the specified H atom to the closest atom by 0.1 Å]

Q: How do I select, e.g., all N–H distances? I have refined the H atoms freely, but want to
constrain (restrain) this distance?
A: Right click on an N–H bond, Graphics→Select the group(s). Then navigate to Tools→Shelx
Compatible Constraints Constraints (Restraints).

Q: How can I refine X–H distances while maintaining geometrical restraints?


A: This may be useful with NoSpherA2 refinements if you don’t want to refine the H atoms
completely freely. You would expect the X–H distances to be longer than with the conventional
IAM.
Method 1. The X–H distances will be refined, but the H-atom geometry is constrained.
Show labels with F3.
labels –a -h [note that labels is plural]

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This will display the constraint type on the H atoms. In the diagram below, there are three types:
43, 137, and 13.

RefineHDist
updates the H atom constraint type. In the diagram below, the types are now 44, 138, and 14.

Run a refinement.
Check the X–H distances.
Revert the labels to the “normal” mode with
labels -l

Method 2. Refine the structure using neutron X–H distances and geometric constraints.
NeutronHDist
Run a refinement and watch your X–H distances elongate. In the diagram below, the new C7–H
distances and idealized tetrahedral angles are inside the red rectangle.

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Q: How can I convert all H atoms to be anisotropic?


A: An anisotropic H atom refinement may be possible with
OLEX2.refine and NoSpherA2. In the console type
anis –h
and your H atoms will show octant borders as in the
diagram to the right, and will be refined anisotropically in
the next least squares cycle.

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Q: Is it possible to include the C–H bonds in the HTML report tables?


A: To get H–element bonds/angles into the HTML report, use the following:

for bonds: sel cif bonds $H


for angles: sel cif angles $H
for torsion angles: sel cif torsions $H

Then just generate the report (Work→Report) and these parameters will appear in the selected
bonds/angles/torsions table.

For angles/torsions you can also specify the atom position using '$*' as a placeholder. For
example:
sel cif angles $* $O $*
will select only those angles with an oxygen at the vertex.

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Making the structure look professional


Q: How do I sort atoms?
A: Very good sorting options are available under Work→Sorting. I recommend sorting by Mass,
then Label. The H atoms will follow the atoms they are attached to in the instruction file. Moieties
can be sorted by size. The order in which the sorting routines are executed matters. Thus, sorting
by Mass and Label first and by Moieties second is a good idea.

An older alternative is to sort the atoms by atomic mass with


file –s [saves the INS file with sorted atoms]
Type
help sort
to learn more about sorting options.

If you have two identical molecules with labels such as C1, C2… and C1a, C2a... it is good idea
to sort them first by Suffix. Then the first molecule will have consistent labels.

One has a lot of control over sorting if the command line is used. For example
sort +szl
Will sort atoms by suffix, then mass, then label.

Q: How can I adjust the unit cell content in the UNIT card of the SHELXL INS file?
A: The command of choice is
fixunit [Z’] [Z’ must be supplied if different from 1]
example:
fixunit 3 [for the case with three symmetry-independent molecules].
fixunit 0.5 [for the case with a molecule on a special position].
Note that the number of formula units on the ZERR card in the INS file will be updated
accordingly.

Q: How do I reposition the molecules to be inside the unit cell and to show H-bonding
interactions?
A: The following two commands are handy:
compaq –a [to reposition molecules to form H-bonds]
move [to move the molecule(s) inside the asymmetric unit]

Q: I have a warning indicating that the structure should be inverted. How do I go about that?
A: The entire structure can be inverted by typing
inv [inverts the structure].
Other inverting commands include
inv –f [forces the inversion of the non-centrosymmetric structures]

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inv sel [inverts the specified molecule; inv -f can also be used for a selected molecule]

Q: Is there a way to add a custom label, for example, for an angle?


A: Yes. In addition to editing any existing label it is possible to insert a label in the following way.
Let us say a label is needed to mark the O1–C2–O2 angle.
To do this, select atoms O1, C2, O2 and type
sel
to see the true value of the angle, which in this case is
122.65°. If the atoms are not selected, select them anew
and type
AddLabel angle crd() 102(2)
The diagram at right shows the final result.

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Deriving metric data using the GUI


sel and esd are universal commands for various mathematical computations. They deal with
the selected items such as atoms or least-squares planes.

Q: How can I measure interatomic distances, angles, and dihedral angles?


A: To compute an interatomic distance, angle, or torsion angle select two, three, or four atoms,
respectively, by clicking on them and type
sel [displays the metric parameter value; the parameter will correspond to the number of atoms
selected].

Q: How can I measure a dihedral angle between planes of my choice?


A: To define a plane, select three or more atoms and type
mpln sel [computes a least-squares plane through the selected atoms].

GUI alternative: To define a plane, select three or more atoms, then go to


View→Geometry→Mean Plane (of active selection) and the plane will be generated.

Follow by defining your second plane. Then click on each plane to select it (the plane color will
change to green) and type
sel [when two planes are defined, sel will show the angle between the plane normals, the
distance between the planes’ centroids, and other geometric information].

Q: How do I compute the distance from an atom to a plane?


A: Define your plane, select the defined plane and the atom of interest, and type
sel

Q: How do I compute the angle between a plane and a vector?


A: Define your plane, select the defined plane and two atoms of your vector, and type
sel
Currently this option is not working.

Q: How do I obtain a standard uncertainty for my metric parameter?


A: Great question, and this is where OLEX2 has the upper hand relative to other programs. George
Sheldrick’s XL, of course, is very instrumental here. In XL there is an undocumented feature,
namely card “MORE -1”. A structural refinement with MORE -1 in the INS file will generate a
file with the covariance matrix that allows the computation of the s.u.’s. Thus, the first step is to
re-refine the structure as follows:
/ more -1 [note the forward slash and spaces before and after the word more. This command
inserts “MORE -1” into the INS file]

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ctrl-r [to run a refinement; note that currently you can’t simultaneously have cards “WPDB -
2” and “MORE -1” in your INS file].
Define the planes or select atoms as you would for sel, but now type
esd [computes metric parameters similarly to sel, only with s.u.’s].

Thus, sel and esd are congeners and work in the same fashion, only esd will also produce
standard uncertainties if the structure has been refined with the MORE -1 card.

Q: How do I add an atom in a lattice void?


Answer by Oleg: The easiest option would be to create a centroid using 'cent' command.
When you adjust its properties (through the right-click context menu Graphics/Drawing style)
make sure you choose 'Atom name' in the 'Apply to' drop-down box. This will ensure that the other
carbon atoms are not affected.
You can select all of the created centroids by 'sel name' (name of centroids can be shown with
F3 button or when you mouse over them) or just by clicking on them and unjusting their size by
'azoom %', like 'azoom 100' is the original size, 'azoom 1000' is tenfold larger.

An advantage of this approach is that the centroids grow as any other atoms - so it should be easier
to create packing diagrams.

An alternative way would be to add a custom sphere using this command:

AddObject sphere sphere_name 0 R [x y z]


The default rendering is just black, you can set it through the context menu as before or get
something better to start with by this command:
SetMaterial
sphere_name.Object 1365;4278190080;3212869760;4290822336;32;4286611584
The created object is moveable (by left mouse button dragging with shift down) and zoom
(dragging with right mouse button). When you hover mouse over Olex2 will let you know the
volume/R of the sphere.
The command to get cartesian coordinates of a centroid of the selection is:
echo crd()
So, if you want to add a sphere of radius 1.25 Å at 0.5 1.5 2.5 use the following:
AddObject sphere my_sph 0 1.25 0.5 1.5 2.5
then adjust its appearance (any newly created spheres with the same name will inherit it):
SetMaterial my_sph.Object 1365;4278190080;3212869760;4290822336;32;4286611584
You can use the first sphere to find the radius you need by zooming on it and then making note of
the radius Olex2 provides in the tooltip - then use it for other spheres.
[You can get that long material string using 'echo GetMaterial(my_sph.Object)'.

Q: Can I refine the structure to convergence with SHELXL?


A: Yes. The feature may be enabled by default. For more control go to Refine→Refinement
Settings Extra→Stop refinement when convergence reaches. There is a threshold and tick box.

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Structure refinement with non-standard


synchrotron wavelengths
Contribution by Alex Filatov (University of Chicago)

In X-ray diffraction, the atomic scattering factor is described by f = f0 + f' + if". These
parameters are programmed into SHELXL for commonly used radiation sources such as Cu, Mo,
Ga, and Ag. Structural refinements based on data collected at other wavelengths require the use
of additional DISP cards in the instruction INS file.

The following paragraph is a quote from the SHELXL manual:


DISP E f' f"[#] mu[#]
The DISP instruction allows the dispersion and (optionally) the absorption coefficient of a
particular element (the name may be optionally prefaced by '$') to be read in without having to
use the complete form of the SFAC instruction. It will typically be used for synchrotron data
where the wavelength does not correspond to the values (for Ga, Cu, Mo and AgKα radiation)
for which these terms are stored in the program. All other terms on the SFAC instruction are
independent of the wavelength, so its short form may then be used. DISP instructions, if present,
must come between the last SFAC and the UNIT instruction.

There are several ways to incorporate the correct DISP instructions into the INS file.

One can use PLATON to calculate f', f", and mu values based on S. Brennan & P.L. Cowan
(1992) Rev.Sci.Instr., 63, 850-853.

In order to do that, start PLATON by clicking the “Pton” button in OLEX2, or launch PLATON
in any other way you find useful.

My PLATON starts in a command line mode. The command “anom [wavelength]”


calculates the needed values. For example, to calculate dispersion parameters at 0.30996 Å (40
keV), one needs to type

anom 0.30996

as illustrated below:

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Press the Enter button, and you will see the outcome for all elements down to uranium(#92).
PLATON will write an output file named “ANOM_Brennan_Cowan.lis” in your project folder.
This is an ASCII text file that looks like this:

Note: depending on the version of PLATON, operating system, whether you are in a PLATON
GUI mode, and other variations and personal computer setup, you may not get the
ANOM_Brennan_Cowan.lis file automatically created in the project folder. In such a case, either
launch PLATON from the command prompt or, if your output is displayed on your screen,
simply copy the outcome of the “anom [wavelength]” command into Notepad and save it
as a text file.

Next, assuming data were collected at 40 keV, to incorporate the necessary DISP commands
into the initial ins file (shown below with the default Mo radiation)

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it should be modified as follows:

Note that the default 0.71073 (Mo radiation wavelength) should be replaced with 0.30996, and a
DISP instruction for each element should be manually inserted between the SFAC and UNIT
instructions.
This covers all modifications needed in order to use synchrotron data collected at any
wavelength.

Another way to include the correct DISP instructions is by using OLEX2.


OLEX2 (version 1.3 or higher) simplifies the procedure. The user is only required to change the
wavelength in the INS file. No need to add DISP commands, as OLEX2 automatically pulls the
dispersion parameters from the tables according to the provided wavelength and writes them as
DISP commands. So,
Step 1: change wavelength in INS file; save the file.
Step 2: click Refine
The output res file now includes all required DISP instructions.

Q: What if you collected data at wavelengths for which data are not tabulated and incorporated
into OLEX2 or prefer to use values calculated by PLATON or use your own values?
A: Note that the dispersion parameters extracted by OLEX2 from tabulated materials and those
calculated by PLATON (and consequently by checkCIF during the validation procedure) are

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slightly different. If PLATON-calculated values are preferred, the user can let OLEX2 pull
dispersion values from a separate file.
Let’s say we would like to use a PLATON-generated ANOM_Brennan_Cowan.lis file (vide
supra). This file must be copied into the folder where the OLEX2 program is installed. In my
case it is
D:\OLEX2\OLEX2_1_3\OLEX2-1.3\etc\anom\

After the file is copied, rename it so that its name includes the wavelength used. In our case of 40
keV data, the file name is “0.30996” and so the list of files with data for different wavelengths in
the folder looks like:

Note that “0.30996” is the full file name: the “0” is the file name and “30996” is the file
extension.
Next, open the 0.30996 file in a text editor and add “#” before the first comment lines. Your file
should look like this:

--------------
# f', f" and Mu values based on:
# S. Brennan & P.L. Cowan (1992). Rev.Sci.Instr., 63, 850-853

Element 1, H , WaveLength: 0.30996, f': 0.0000, f": 0.0000, Mu: 0.6


Element 2, He, WaveLength: 0.30996, f': 0.0000, f": 0.0000, Mu: 1.3
Element 3, Li, WaveLength: 0.30996, f': 0.0001, f": 0.0000, Mu: 1.8
Element 4, Be, WaveLength: 0.30996, f': -0.0008, f": 0.0000, Mu: 2.4
Element 5, B , WaveLength: 0.30996, f': -0.0004, f": 0.0001, Mu: 3.3
Element 6, C , WaveLength: 0.30996, f': -0.0009, f": 0.0002, Mu: 4.2
Element 7, N , WaveLength: 0.30996, f': -0.0010, f": 0.0005, Mu: 5.4
Element 8, O , WaveLength: 0.30996, f': -0.0006, f": 0.0010, Mu: 7.1
--------------

That is all! From now on, anytime you change the wavelength in the ins file to 0.30996, OLEX2
will check its OLEX2-1.3\etc\anom\ folder to see whether a file with such a name exists,
and if so, OLEX2 will use it. Note that the file name can be given to within 0.01 Å of the
wavelength in the INS file. This means that if you change the wavelength in the INS file to, say,
0.315 Å, OLEX2 would still pull the DISP data from the “0.30996” file.

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General useful commands


Q: How do I obtain help with a specific command?
A: help [command] [displays info on the specified command]

Q: How do I keep track of OLEX2’s operations?


A: Use command
log [to show the full program log file for the current session in an external text editor].

Q: How do I generate the symmetry-related parts when my molecule occupies a special position?
A: Let’s say you have a structure with a molecule residing on a special position. To generate the
symmetry-related parts you can type
grow
However, if your asymmetric unit contains moieties located on both special and general positions,
grow will only complete the fragments on special positions. To correctly multiply the content of
the asymmetric unit (for example, when you have a complex on an inversion center and a solvent
molecule in a general position) two commands are necessary:
grow
grow -w
This sequence is equivalent to a properly executed command SGEN in program XP.

Q: How do I execute Fourier atom type analysis?


A: By running
fata()
or
fata
fata stands for “free atom type analysis”. A positive number indicates that the atom is too light, a
negative - the atom contains too much electron density. This command yields the list of atoms.
Analyzes volumes of at least 1.5 Å3. Threshold is 3σ. fata analyzes spherical blobs of electron
density around atoms with value of at least 3σ of the electron density map. Currently, this option
is experimental.

Q: What should I do if a structural solution fails?


A: You can type, for example, 'TREF 5' after SHELXS has finished. The top 5 solutions will show
on your screen and you can browse through them using CTRL+UP/DOWN. When you recognize
a real solution, hit ENTER and you can take it from there.

Q: How can I keep the Refine panel from closing after each refinement?
A: By default the panel closes. If you want to change this setting type
spy.EditParams(user)
and set the auto_close_settings_panel to False as in
auto_close_settings_panel = False

Q: How do I generate a lattice with atoms in the corners?


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A: In the RES file remove the symm cards. Introduce a new atom at the origin, for example a
phosphorus, and pack the new atoms:
xf.au.newatom(P,0,0,0)
xf.endupdate()
pack P
It is likely the P atoms would have to be manually connected with addbond.

Q: How can I force OLEX2 not to rearrange lines in the RES/INS files?
A: To force OLEX2 to leave some lines as they are, include the lines between the following
REM lines:

REM OLEX2.stop_parsing
......
REM OLEX2.resume_parsing

Whatever is between these lines should be left intact by OLEX2.

Q: Is there a way to extract the RES and HKL file from the SHELXL-produced CIF file, for
example by running SHREDCIF from within OLEX2?
A: Yes. Close OLEX2. Launch Notepad as the Administrator and open the file
C:\Program Files\OLEX2-1.3\macro.xld

Paste the following code into the file:


<shredcif help="Starts SHREDCIF if it is installed on your machine"
<body
<args
<arg1 name="file" def='filename()'>
>
<cmd
<cmd1 "if File.Exists(%1.cif) then none else echo 'No CIF file'">
<cmd2 "exec shredcif %1">
>
>
>

Save the file and re-open OLEX2 to get it to work. SHREDCIF will now run if you type
shredcif within the OLEX2’s GUI.

Or from the GUI, Work→Refine tool tab→Extract res/hkl will extract the .res and .hkl files into
the directory containing the CIF file.

Q: Can I transfer the settings from my installation of OLEX2 to a new computer with a fresh
OLEX2 install?
A: Yes. OLEX2 keeps its settings in the directory that pops up when you type this in the OLEX2
command line:
shell DataDir()

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If you copy the content to the corresponding directory to the other PC (make sure OLEX2 is not
running, as it will overwrite some settings on exit!) – the copies should have identical settings.
However, note that this does not apply to any extensions as they will need to be reinstalled (their
settings still could be copied).

Q: Can the thermal probability ellipsoid percentage be automatically reset to 50% every time the
program starts?
A: Yes. Type
emf
Paste the following lines at the end of the file that will open:

<user_onstartup help="User Startup Macro"


<body
<args
\>
<cmd
<cmd2 "telp 50">
\>
\>
\>

Restart OLEX2.

Q: How do I analyze molecular volumes and lattice voids?


A: The following commands are a good start.
molinfo
produces information on the molecular volume and surface area.
calcvoid
yields the void sizes a function of the probe diameter with which the voids are explored.

Q: How can I see both atoms at a site constrained by EADP/EXYZ?


A: Modeling compositional disorder at individual atomic sites with the EADP/EXYZ constraints
is easy in OLEX2. For example, suppose a site occupied by an As atom should be modeled as an
As/P disordered site.

Selecting atom As1 and typing


exyz P

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will generate an atom with an “EXYZ” band. The band indicates that two atoms share the site.
Note that the atoms are now isotropic, as is typical in OLEX2 when disorder is introduced; see
the diagram below.

Two atoms share a After double-clicking on After hovering the mouse


site (EXYZ band) the EXYZed atom over an atom

If the atom with the “EXYZ band” is double-clicked, the other atom from this site will be
displayed, as in the middle diagram above. Double-clicking either atom will “merge” them back
to the original position. Separating the atoms is convenient because hovering the mouse over
them will show the occupancy factors, see the rightmost image in the diagram above.

Q: Is there an easy way to see the Fobs/Fcalc graph?


A: Yes. Whereas this graph can be generated from the Info→Reflection Statistics tab, where a
drop-down menu gives you access to many graphs, the easiest way is to click on the % sign next
to the R1 value in the GUI:

Q: How can an atom be placed at the center of a bond or a ring for the purpose of geometrical
calculations?
A: Select the atoms defining your object and type
cent
to generate an atom. It will be a carbon atom labeled Cnt#.

←A dummy atom Cnt3 generated in the middle of the P–C bond with
cent.

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This atom will be inserted in the INS file and refined should you run a refinement without
deleting it.

The more flexible option below allows one to specify an atom type and coordinates. In this
example a chromium atom will be generated at the origin:
xf.au.NewAtom(Cr,0,0,0)
xf.EndUpdate

Q: How can I see the reflection statistics for a twinned crystal?


A: You can type HKLStat to print in the GUI the merging statistics from the batch with the
highest population. If the INS file contains a TWST command, the batch specified on the TWST
command will be used for the HKL statistics output.

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How to include instrument specifications


in the CIF file
One of OLEX2’s strengths is the ability to incorporate metadata from various sources into the
final Crystallographic Information File (CIF). Here I am showing how to include your instrument
and typical data collection parameters in the CIF file.

1. Prepare a metadata CIF file with the instrument and typical data collection parameters
metadata. Two examples (A and B) of my complete CIF files are below.

A. A complete CIF file for a Bruker APEX2 sealed tube Cu instrument with an APEX2 detector
called Bucky. You are welcome to copy it into a new ASCII file and modify it according to your
specifications.

#=========================================================================
#Single-crystal diffractometer Bucky,
#Molecular Structure Laboratory,
#Chemistry Department, UW-Madison
#Updated January 12, 2015

_diffrn_radiation_type 'Cu K\a'


_diffrn_radiation_probe x-ray
_diffrn_radiation_xray_symbol K-L~3~
_diffrn_source 'sealed X-ray tube'
_diffrn_source_type 'Siemens, K FFCU 2K 90'
_diffrn_measurement_device 'three-circle diffractometer'
_diffrn_measurement_device_type 'Bruker SMART APEX II'
_diffrn_measurement_method '0.60\% \w and 0.6\% \f scans'

_diffrn_detector_area_resol_mean 7.9
_diffrn_detector 'charge-coupled device (CCD) area detector'
_diffrn_detector_type 'Bruker APEX II'
_diffrn_radiation_detector 'Bruker APEX II'
_diffrn_radiation_collimation '0.5 mm double-pinhole'
_diffrn_radiation_monochromator 'equatorially mounted graphite'

_diffrn_standards_number .
_diffrn_standards_interval_count .
_diffrn_standards_interval_time .
_diffrn_standards_decay_% .

_computing_data_collection 'APEX3 Ver. 2016.5-0 (Bruker-AXS, 2016)'


_computing_cell_refinement 'SAINT+ Ver. 2016.5-0 (Bruker-AXS, 2016)'
_computing_data_reduction 'SAINT+ Ver. 2016.5-0 (Bruker-AXS, 2016)'
_computing_structure_solution 'XT (Sheldrick, 2015a)'
_computing_structure_refinement 'XL (Sheldrick, 2015b)'
_computing_molecular_graphics 'OLEX2 (Dolomanov et al., 2009)'
_computing_publication_material 'OLEX2 (Dolomanov et al., 2009)'
_exptl_crystal_density_meas ?

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_exptl_crystal_density_method 'not measured'

_exptl_absorpt_correction_type multi-scan
_exptl_absorpt_process_details
;
SADABS-2016/2 (Krause et al., 2015) was used for absorption correction.
;

_publ_section_references
;
Bruker-AXS (2016). APEX3. Version 2016.5-0. Madison, Wisconsin, USA.

Dolomanov, O.V., Bourhis, L.J., Gildea, R.J, Howard, J.A.K. & Puschmann, H.
"OLEX2: a complete structure solution, refinement and analysis program".
(2009), J. Appl. Cryst. 42, 339-341.

Krause, L., Herbst-Irmer, R., Sheldrick, G. M. & Stalke, D. (2015).


J. Appl. Crystallogr. 48, 3-10.

Sheldrick, G.M. (2015a). "SHELXT - Integrated space-group and crystal-


structure
determination". Acta Cryst. A71, 3-8.

Sheldrick, G.M. (2015b). "Crystal structure refinement with SHELXL".


Acta Cryst. C71, 3-8.
;
#=========================================================================

B. The following is a file for a Bruker microsource Mo Kα radiation source diffractometer with
an APEX2 detector called Gromit. Copy it into a brand new ASCII file and modify it according
to your specifications.

#=========================================================================
#Single-crystal diffractometer Gromit,
#Molecular Structure Laboratory,
#Chemistry Department, UW-Madison
#Updated August 9, 2016

_diffrn_radiation_type 'Mo K\a'


_diffrn_radiation_probe x-ray
_diffrn_radiation_xray_symbol K-L~3~
_diffrn_source 'microfocus sealed X-ray tube'
_diffrn_source_type 'Incoatec I\ms'
_diffrn_measurement_device 'three-circle diffractometer'
_diffrn_measurement_device_type 'Bruker APEX II Quazar'
_diffrn_measurement_method '0.5\% \w and 0.5\% \f scans'

_diffrn_detector 'charge-coupled device (CCD) area detector'


_diffrn_detector_type 'Bruker APEX II'
_diffrn_radiation_detector 'Bruker APEX II'
_diffrn_detector_area_resol_mean 7.9
_diffrn_radiation_collimation 'focusing mirrors'
_diffrn_radiation_monochromator 'mirror optics'

_diffrn_standards_number .
_diffrn_standards_interval_count .

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_diffrn_standards_interval_time .
_diffrn_standards_decay_% .

_computing_data_collection 'APEX3 Ver. 2016.5-0 (Bruker-AXS, 2016)'


_computing_cell_refinement 'SAINT+ Ver. 2016.5-0 (Bruker-AXS, 2016)'
_computing_data_reduction 'SAINT+ Ver. 2016.5-0 (Bruker-AXS, 2016)'
_computing_structure_solution 'XT (Sheldrick, 2015a)'
_computing_structure_refinement 'XL (Sheldrick, 2015b)'
_computing_molecular_graphics 'OLEX2 (Dolomanov et al., 2009)'
_computing_publication_material 'OLEX2 (Dolomanov et al., 2009)'
_exptl_crystal_density_meas ?
_exptl_crystal_density_method 'not measured'

_exptl_absorpt_correction_type multi-scan
_exptl_absorpt_process_details
;
SADABS-2016/2 (Krause et al., 2015) was used for absorption correction.
;

_publ_section_references
;
Bruker-AXS (2016). APEX3. Version 2016.5-0. Madison, Wisconsin, USA.

Dolomanov, O.V., Bourhis, L.J., Gildea, R.J, Howard, J.A.K. & Puschmann, H.
"OLEX2: a complete structure solution, refinement and analysis program".
(2009), J. Appl. Cryst. 42, 339-341.

Krause, L., Herbst-Irmer, R., Sheldrick, G. M. & Stalke, D. (2015).


J. Appl. Crystallogr. 48, 3-10.

Sheldrick, G.M. (2015a). "SHELXT - Integrated space-group and crystal-


structure
determination". Acta Cryst. A71, 3-8.

Sheldrick, G.M. (2015b). "Crystal structure refinement with SHELXL".


Acta Cryst. C71, 3-8.
;
#=========================================================================

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2. Place the files into the ETC\SITE folder of the OLEX2 install folder as follows:

3. Now, you are ready to use it for the final report. From the Work→Report module in OLEX
expand the Diffraction tool tab and from the drop-down menu select the instrument on which the
data were collected. In the example below, the data were collected on the instrument called
Gromit, and the location of the definition file is shown. If you are doing this for the first time,
you may have to locate the instrument CIF file from the “Definition file” menu.

3. After you prepare a merged CIF file using the button, the data
from the selected CIF (Gromit.CIF in the example above) will be incorporated in the final
structure CIF.

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Comments on the Report feature


When a structural report is created, OLEX2 examines the contents of the directory where you
have your RES/HKL files and extracts a lot of information from the files present therein. Thus, it
is a good idea to correct for absorption, solve and refine the structure in the same directory. The
following are some of the file extensions for the files OLEX2 uses to resolve many CIF entries
(http://svn.OLEX2.org/OLEX2-gui/trunk/util/pyUtil/PyToolLib/FileReaders/):
.ABS
.INI
.LST
.P4P
.PCF
.DAT
._LS
.CIF

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Working with solid angles


The following commands are used to display ligand
shadow projections on a sphere of an arbitrary radius
(effectively using solid angles).
Select the metal and type
conn 0
to disconnect the ligands from the central metal.
Select the central metal and type
projsph
or
projsph –g=7
to generate ligand projections onto a sphere. g stands
for generation quality and the numerical value is the
exponent, so increase it judiciously.
To change atom types to van der Waals spheres, one
uses
arad vdW
To change the spheres to ellipsoids use
telp
The command
molinfo –g=7
works as well.

The sphere can be deleted by right-clicking on it and selecting Hide from the menu. If the option
is unavailable, you need to modify your options as follows.
Type
options
and file .options will be open in Notepad. Add a new line:
gl_selection = true
Save the file, restart OLEX2, and this problem should be resolved.

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Some known issues and troubleshooting


Q: I have difficulty selecting atoms – when I click on them, a bond is selected instead.
A: Update your graphics card driver, and if it does not help (did not help me) type
options
in OLEX2 and place this line in the file:
gl_selection=False
This was supposed to fix the issue temporarily, but it seems to have fixed it permanently for me.

Q: When I submit my file to CheckCIF at http://checkcif.iucr.org/ for complete validation, the


site asks me to upload the FCF file separately, despite the fact that it’s in the CIF. Why?
A: There may be two reasons.
1. You may have manually changed the CIF and invalidated the _SHELX_res_checksum.
2. You have OLEX2 inserting HKL/RES files in the CIF, but you want this option to be
turned off. Go to Work→Report and select “Ignore HKL/RES” in the drop-down menu:

Q: I can’t seem to display hydrogen bonds to atoms such as Se or I. What should I do?
A: OLEX2 should display hydrogen bonds with one of the ctrl-H toggles; at the very least, it
should display the bonds specified with HTAB commands in the RES file. If not, type
options
and add a line
interactions_to=N,O,F,Cl,S,Br,Se,I.

Here is my .options file in its entirety:


gl_stereo=false
gl_selection=False
confirm_on_close=false
interactions_to=N,O,F,Cl,S,Br,Se,I

The .options file is an editable ASCII file located in the directory displayed with command:
shell datadir()
typed within the OLEX2 interface.

Q: Why is the text in my GUI so small? (See the image below.)

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A: You will find a solution if you google "mac retina compatibility mode":
https://support.apple.com/en-us/HT202471

Q: Why are my labels touching atoms in images when they looked well-separated when I
initially positioned them?
A: The problem with labels is that fonts are rendered as bitmaps and do not scale uniformly, so
they may occasionally end up in a slightly different position.

Q: Why is the Hooft y parameter calculated by OLEX2 is different from what I see in PLATON?
A: The value depends on the FCF source. You may want to change the source in

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To be FCF rather than OLEX2. Then it should be consistent with that in PLATON.

Q: When I click on the “Report” button, I get the usual tables, but after the last table, instead of
the short summary paragraph Table 1 is partially reproduced. It looks like the report table loop
starts repeating.
A: Make sure that Start of the report is 'Default' and End is "Footer".

Q: Is there a way to modify an individual bond? In general, when I modify a bond, OLEX2
modifies all bonds of the same type, but is a way to change individual bonds?
A: Right click the bond, then select Graphics, then Primitives... There is an option at the top of
the Primitives dialog labeled “Apply to:” From the dropdown menu, choose 'Individual
Atom/Bond' to modify only the selected bond.

121

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