Getting Started#

OptKing (also known as pyoptking) is a rewrite of the c++ OptKing module in psi4 to enable future development and for use with recent interoperability efforts (e.g. MolSSI QCArchive and QCDB). OptKing is focused on optimization of molecular geometries: finding minima, transition states, and reaction paths. Current work is focused especially on expanding the reaction path methods.

Installation and Setup#

The recommended method of installation is through conda. To install:

conda install optking -c conda-forge

The project is hosted on github Source code can be downloaded with git or with the tarballs provided under releases.

To install from source make sure all dependencies are installed via conda or pip and run:

pip install -e .

from the installation directory.

Dependencies#

To run optking without QCEngine or Psi4, the CustomHelper class may be used though the python API. This Helper allows for the use of arbitrary packages and/or modified gradients to be used. If even finer grain control is needed an OptimizationManager class can be used - this is not likely to be the case unless implementing a new, complex optimization algorithm. Gradients, energies, and possibly hessians can be provided directly. To use the most basic representation of the algorithms with no reference to molecules one of the classes inheriting from OptimizationAlgorithm will be needed.

Otherwise (and for most use cases), QCEngine and your QC/MM program of choice OR Psi4 is required. If using QCEngine see Install QCEngine. to ensure proper setup. Any QC or MM programs will need to be installed such that QCEngine can find them.

Running Through QCEngine#

A basic driver has been implemented in QCEngine. QCEngine is built upon QCElemental which provides input validation and standardized input/output. To see the requirements for an OptimziationInput check MolSSI’s qcelemental documentation. NOTE QCElemental assumes atomic units by default:

As of optking v0.5, it can run either QCSchema v1 or v2. For direct optking runs, input v1 emits v1 and input v2 emits v2. For qcengine.compute(), the same is true, but one can also pass a return_version to return 2 from 1 or 1 from 2. Note that due to Pydantic restrictions, v1 is never available for Python 3.14+. See https://molssi.github.io/QCElemental/next/models.html#qcschema-v2 for conversion resources.

This is QCSchema v1.

import qcengine as qcng

opt_input = {
    "initial_molecule": {
        "symbols": ["O", "O", "H", "H"],
        "geometry": [
            0.0000000000,
            0.0000000000,
            0.0000000000,
            -0.0000000000,
            -0.0000000000,
            2.7463569188,
            1.3013018774,
            -1.2902977124,
            2.9574871774,
            -1.3013018774,
            1.2902977124,
            -0.2111302586,
        ],
        "fix_com": True,
        "fix_orientation": True,
    },
    "input_specification": {
        "model": {"method": "hf", "basis": "sto-3g"},
        "driver": "gradient",
        "keywords": {"d_convergence": "1e-7"},
    },
    "keywords": {"g_convergence": "GAU_TIGHT", "program": "psi4"},
}

result = qcng.compute_procedure(opt_input, "optking")

And this is QCSchema v2.

import qcengine as qcng

opt_input = {
    "initial_molecule": {
        "symbols": ["O", "O", "H", "H"],
        "geometry": [
            0.0000000000,
            0.0000000000,
            0.0000000000,
            -0.0000000000,
            -0.0000000000,
            2.7463569188,
            1.3013018774,
            -1.2902977124,
            2.9574871774,
            -1.3013018774,
            1.2902977124,
            -0.2111302586,
        ],
        "fix_com": True,
        "fix_orientation": True,
    },
    "specification": {
        "specification": {
            "model": {"method": "hf", "basis": "sto-3g"},
            "driver": "gradient",
            "keywords": {"d_convergence": "1e-7"},
        },
        "keywords": {"g_convergence": "GAU_TIGHT", "program": "psi4"},
    },
}

result = qcng.compute(opt_input, "optking")

An explicit example of creating and running an OptimizationInput. Note: Molecule.from_data seems to be the only place Angstroms are expected:

This is QCSchema v1.

import qcengine as qcng

from qcelemental.models import Molecule, OptimizationInput
from qcelemental.models.common_models import Model
from qcelemental.models.procedures import QCInputSpecification

# WARNING. The user MUST set fix_com and fix_orientation to True.
# optimization will almost certainly fail otherwise
molecule = Molecule.from_data(
    """
    O        0.0000000000      0.0000000000      0.0000000000
    O       -0.0000000000     -0.0000000000      1.4533095991
    H        0.6886193476     -0.6827961938      1.5650349285
    H       -0.6886193476      0.6827961938     -0.1117253294""",
    fix_com=True,
    fix_orientation=True,
)

model = Model(method="hf", basis="sto-3g")
input_spec = QCInputSpecification(
    driver="gradient", model=model, keywords={"d_convergence": 1e-7}  # QC program options
)

opt_input = OptimizationInput(
    initial_molecule=molecule,
    input_specification=input_spec,
    keywords={"g_convergence": "GAU_TIGHT", "program": "psi4"},  # optimizer options
)

config = qcng.get_config()  # get machine info (e.g. number of cores) can specify explicitly
opt = qcng.get_procedure("optking")
result = opt.compute(opt_input, config)

This is QCSchema v2.

import qcengine as qcng

from qcelemental.models.v2 import Molecule, OptimizationInput, Model, AtomicSpecification

# WARNING. The user MUST set fix_com and fix_orientation to True.
# optimization will almost certainly fail otherwise
molecule = Molecule.from_data(
    """
    O        0.0000000000      0.0000000000      0.0000000000
    O       -0.0000000000     -0.0000000000      1.4533095991
    H        0.6886193476     -0.6827961938      1.5650349285
    H       -0.6886193476      0.6827961938     -0.1117253294""",
    fix_com=True,
    fix_orientation=True,
)

model = Model(method="hf", basis="sto-3g")
input_spec = AtomicSpecification(
    driver="gradient", model=model, keywords={"d_convergence": 1e-7}  # QC program options
)

opt_input = OptimizationInput(
    initial_molecule=molecule,
    specification={
        "specification": input_spec,
        "keywords": {"g_convergence": "GAU_TIGHT", "program": "psi4"},  # optimizer options
    },
)

config = qcng.get_config()  # get machine info (e.g. number of cores) can specify explicitly
opt = qcng.get_procedure("optking")
result = opt.compute(opt_input, config)

Running through Psi4#

pyoptking replaced the c++ OptKing module in Psi4 as of Psi4 1.7. To run an optimization, simply call optimize():

molecule hooh {
    0 1
    O        0.0000000000      0.0000000000      0.0000000000
    O       -0.0000000000     -0.0000000000      1.4533095991
    H        0.6886193476     -0.6827961938      1.5650349285
    H       -0.6886193476      0.6827961938     -0.1117253294
}

set {
    d_convergence 1e-7
    g_convergence GAU_TIGHT
}

optimize("hf/sto-3g")

Note

As of v1.9, Psi4 maintains its own list of options corresponding to OptKing’s options. If an Optking is not available in your version of Psi4, please update your version of Psi4. Alternatively, options can be passed directly to the optimizer through optimizer_keywords. See psi4.driver.optimize.

Running through an OptHelper#

For users looking to run optimizations from python, an examples of QCEngine’s python API has already been shown. To run optking through Psi4’s python API checkout the Psi4 API docs. These two options should be sufficient for the majority of users.

If direct control over the optimizer is desired two OptHelper classes are provided to streamline performing an optimization. The molecular system, optimization coordinates, history, etc are all accessible through their respective classes and may be accessed as attributes of the OptHelper instance. EngineHelper takes an OptimizationHelper and calls qcengine.compute() to perform basic calculations with the provided input_specification CustomHelper accepts QCElemental and Psi4 molecules while requiring user provided gradients, energies, and possibly hessians. This may be useful for implementing a custom optimization driver or procedure using OptKing.

EngineHelper:

This is QCSchema v1.

import qcengine as qcng

from qcelemental.models import Molecule, OptimizationInput
from qcelemental.models.common_models import Model
from qcelemental.models.procedures import QCInputSpecification


molecule = Molecule.from_data(
    """
    O        0.0000000000      0.0000000000      0.0000000000
    O       -0.0000000000     -0.0000000000      1.4533095991
    H        0.6886193476     -0.6827961938      1.5650349285
    H       -0.6886193476      0.6827961938     -0.1117253294""",
    fix_com=True,
    fix_orientation=True,
)

model = Model(method="hf", basis="sto-3g")
input_spec = QCInputSpecification(
    driver="gradient", model=model, keywords={"d_convergence": 1e-7}  # QC program options
)

opt_input = OptimizationInput(
    initial_molecule=molecule,
    input_specification=input_spec,
    keywords={"g_convergence": "GAU_TIGHT", "program": "psi4"},  # optimizer options
)

opt = optking.EngineHelper(opt_input)

for step in range(30):

    # Compute one's own energy and gradient
    opt.compute() # process input. Get ready to take a step
    opt.take_step()

    conv = opt.test_convergence()

    if conv is True:
        print("Optimization SUCCESS:")
    else:
        print("Optimization FAILURE:\n")

json_output = opt.close() # create an unvalidated OptimizationOutput like object
E = json_output["energies"][-1]

This is QCSchema v2.

import optking
import qcengine as qcng

from qcelemental.models.v2 import Molecule, OptimizationInput, Model, AtomicSpecification

# WARNING. The user MUST set fix_com and fix_orientation to True.
# optimization will almost certainly fail otherwise
molecule = Molecule.from_data(
    """
    O        0.0000000000      0.0000000000      0.0000000000
    O       -0.0000000000     -0.0000000000      1.4533095991
    H        0.6886193476     -0.6827961938      1.5650349285
    H       -0.6886193476      0.6827961938     -0.1117253294""",
    fix_com=True,
    fix_orientation=True,
)

opt_input = OptimizationInput(
    initial_molecule=molecule,
    specification={
        "specification": {
            "driver": "gradient",
            "model": Model(method="hf", basis="sto-3g"),
            "keywords": {"d_convergence": 1e-7}  # QC program options
        },
        "keywords": {"g_convergence": "GAU_TIGHT", "program": "psi4"},  # optimizer options
    },
)

opt = optking.EngineHelper(opt_input)

for step in range(30):

    # Compute one's own energy and gradient
    opt.compute() # process input. Get ready to take a step
    opt.take_step()

    conv = opt.test_convergence()

    if conv is True:
        print("Optimization SUCCESS:")
    else:
        print("Optimization FAILURE:\n")

json_output = opt.close() # create an unvalidated OptimizationOutput like object
E = json_output["trajectory_properties"][-1]["return_energy"]

CustomHelper can take psi4 or qcelemental molecules. A simple example of a custom optimization loop is shown where the gradients are provided from a simple lennard jones potential:

import psi4
import optking

h2o = psi4.geometry(
"""
 O
 H 1 1.0
 H 1 1.0 2 104.5
"""
)

psi4_options = {
    "basis": "sto-3g",
}
optking_options = {"g_convergence": "gau_verytight", "intrafrag_hess": "SIMPLE"}

psi4.set_options(psi4_options)

opt = optking.CustomHelper(h2o, optking_options)

for step in range(130):

    # Compute one's own energy and gradient
    E, gX = optking.lj_functions.calc_energy_and_gradient(opt.geom, 2.5, 0.01, True)
    # Insert these values into the 'user' computer.
    opt.E = E
    opt.gX = gX

    opt.compute() # process input. Get ready to take a step
    opt.take_step()

    conv = opt.test_convergence()

    if conv is True:
        print("Optimization SUCCESS:")
        break
else:
    print("Optimization FAILURE:\n")

json_output = opt.close() # create an unvalidated OptimizationOutput like object
E = json_output["energies"][-1]