Free Energy Fundamentals

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To understand the advantages and disadvantages of different free energy methods, it's important to review the underlying principles first. This page is dedicated to the most fundamental concepts of free energy calculations and is designed to give an in-depth view of the approaches, but starting from the basics. This page also contains some of the common nomenclature and symbols that are seen throughout the rest of the free energy fundamentals pages and in the literature as a whole.

This page is not meant to be an end-all repository of the background mathematics and principals required for free energy calculations, but it will serve as a good start point and hopefully a quick reference.

Assumptions for the Fundamentals

The assumptions listed here are carried out through the rest of the fundamentals sections. Free energy calculations can usually be set up without these assumptions, but we'll make these assumtions to simplify the explanations.

  • A standard molecular mechanics model will be assumed; this includes:
    • Harmonic bond angle terms
    • Periodic dihedral terms
    • Non-bonded terms made up of point charges and Lennard-Jones repulsion/dispersion terms
  • constant temperature is maintained: (discussed below)
  • Masses do not alchemically change. If one wishes to do this, substitute all potential energies, [math]\displaystyle{ U }[/math], with the more general Hamiltonian, [math]\displaystyle{ \mathcal{H} }[/math].
  • QM/MM will not be considered for fundamentals because of the field has yet to be sufficiently developed.[1]

Core Free Energy Equation

Most free energy calculations and methods started from a single core equation derived from statistical mechanics. The free energy difference between two states is directly related to the ratio of probabilities of those states through the partition functions. This free energy difference for an NVT ensemble is

[math]\displaystyle{ \displaystyle \Delta A_{ij} = -k_B T \ln \frac{Q_j}{Q_i} = -k_B T \ln \frac{\int_{V_j} e^{-\frac{U_j(\vec{q})}{k_B T}} d\vec{q}}{\int_{V_i} e^{-\frac{U_i(\vec{q})}{k_B T}}d\vec{q}} }[/math]

where [math]\displaystyle{ \Delta A_{ij} }[/math] is the Helmholtz free energy difference between state [math]\displaystyle{ j }[/math] and state [math]\displaystyle{ i }[/math], [math]\displaystyle{ k_B }[/math] the Boltzmann constant, [math]\displaystyle{ Q }[/math] the canonical partition function, [math]\displaystyle{ T }[/math] is the temperature, [math]\displaystyle{ U_i }[/math] and [math]\displaystyle{ U_j }[/math] are the potential energies as a function of the coordinates and momenta [math]\displaystyle{ \vec{q} }[/math] for two states, and [math]\displaystyle{ V_i }[/math] and [math]\displaystyle{ V_j }[/math] are the phase space volumes of [math]\displaystyle{ \vec{q} }[/math] over which we sample.

From this equation, all free energy calculations are derived.

Facts from the Core Equation

There are a number of key items we can learn from the core equation for free energy calculations. Each of these are critical in interpreting simulation results and should be committed to memory.

  1. Only free energy differences are ever calculated. There is never a calculation where absolute free energies are needed (and rarely can the be calculated at all) as all of the biological or thermodynamical quantities of interest are based on a free energy difference. As such, there must always be a minimum of two defined states.
    • Even ``absolute free energies of binding are still free energy differences between two states: the ligand restricted to the binding site, and the ligand free to explore all other configurations.
  2. Temperature does not change with state. If it did, you would get [math]\displaystyle{ \Delta A_{ij} = -k_B T_j \ln Q_j + k_B T_i \ln Q_i }[/math], which is no longer a ratio calculation and not needed for biological systems of interest. Temperature dependence on free energy is more likely to be "what is [math]\displaystyle{ \Delta A_{ij} }[/math] change at two different temperatures?"
  3. There are two different phase space volumes. [math]\displaystyle{ V_I }[/math] and [math]\displaystyle{ V_j }[/math] are often the same, but they are not required to be. The methods presented in the fundamentals assume that the two phase spaces overlap. When the spaces do not overlap, these methods break down and it is difficult to identify this problem without in depth knowledge of your system.
    • The degree to which the phase spaces are shared is called the "phase space overlap" and there are ways to address is, but there are many aspects of it that still need addressed.
    • Consider the example of a hard sphere solute with radius [math]\displaystyle{ \sigma }[/math] at state [math]\displaystyle{ i }[/math] and a Lennard Jones repulsion/dispersion potential, with the same [math]\displaystyle{ \sigma }[/math] at state [math]\displaystyle{ j }[/math]. Since [math]\displaystyle{ V_i }[/math] will not have molecules at a distance less than [math]\displaystyle{ \sigma }[/math], but [math]\displaystyle{ V_j }[/math] will, the two phase spaces are not the same and these methods will either break down or return very error-prone results.
    • It should also be noted that "near zero probability" and "always zero probability" are two distinct things when considering phase space. So long as there is a chance for an observation to be made, no mater how small, it is considered part of the phase space.

Nomenclature and Variables

In an effort to keep things uniform, this section contains all the common constants and variables that are seen throughout the fundamentals sections. Although the Table itself is not in any particular order, the sorting buttons should help you find what you are looking for. The alternate listings of some variables are things one may encounter in literature, although this site will strive to be uniform in its naming process.

Variable, Acronym, Term Definition Notes
[math]\displaystyle{ k_B }[/math] Boltzmann's Constant
[math]\displaystyle{ U }[/math] Potential Energy This is the total internal energy calculated a classical simulation, the sum of the potential and kinetic energies.
[math]\displaystyle{ T }[/math] Temperature This is often shown with [math]\displaystyle{ k_B }[/math] as well, and so common in fact that there is a common variable affiliated with it: [math]\displaystyle{ \beta }[/math].
[math]\displaystyle{ \beta }[/math] Inverse Boltzmann Temperature [math]\displaystyle{ \beta=(k_BT)^{-1} }[/math] Because it is so common in most the equations, one will see [math]\displaystyle{ \beta^{-1} }[/math] more often than [math]\displaystyle{ k_BT }[/math]
[math]\displaystyle{ P }[/math] Pressure
[math]\displaystyle{ u }[/math] Reduced potential, expressed as [math]\displaystyle{ u=\beta(U+PV-\sum \mu N_i) }[/math]. For many equations, it is simpler to work with the reduced potential. In the case of NVT ensembles, the PV and [math]\displaystyle{ \mu N_i }[/math] terms are zero. For NPT ensembles, the [math]\displaystyle{ \sum \mu N_i }[/math] is zero, and for [math]\displaystyle{ NV\mu }[/math] ensembles, the PV term is zero.
[math]\displaystyle{ V }[/math] Volume (traditional) CAUTION: Volume in this sense is the kind you think of with box size. Not to be confused with the Phase Space Volume. This particular volume is not often considered by itself and should only show up on this site within [math]\displaystyle{ PV }[/math] terms, or NVT.
[math]\displaystyle{ \Gamma }[/math] Phase Space Volume: Total set of coordinates and momenta where the system has a nonzero probability of being found CAUTION: This is not volume in standard physical sense, meaning the volume of the box, but the volume space times the momentum space.
[math]\displaystyle{ q }[/math] or [math]\displaystyle{ \vec{q} }[/math] Collective variable for coordinates and momentum. Can also be seen as [math]\displaystyle{ \mathbf{x} }[/math], [math]\displaystyle{ \mathbf{\vec{x}} }[/math], and a number of other terms in literature.
[math]\displaystyle{ \epsilon }[/math] and [math]\displaystyle{ \sigma }[/math] Lennard-Jones parameters for the well depth and the radius of the point particle respectively.
[math]\displaystyle{ Q }[/math] Partition Function for the canonical or NVT ensemble, but sometimes also signifies an arbitrary partition function of any ensemble.
[math]\displaystyle{ Q=\int_{V_i}\exp\left(-\beta U \right)\,\mathrm{d}\vec{q} }[/math]
In the examples here, this will represent the canonical partition function although most of the theory shown here works for an arbitrary partition function as well, though sometimes with slight modifications.
[math]\displaystyle{ \tau }[/math] Autocorrelation time
NVT System held at constant Number of particles, Volume, and Temperature. Free energy calculations performed in this ensemble yield Helmholtz free energies.
NPT System held at constant Number of particles, Pressue, and Temperature. Free energy calculations performed in this ensemble yield Gibbs free energies.
TI Thermodynamic Integration
EXP Exponential Averaging Also called "free energy perturbation" and the "Zwanzig relationship."
BAR Bennett Acceptance Ratio
MBAR Multistate Bennett Acceptance Ratio
"Boltzmann Weight" The probability of a state [math]\displaystyle{ \exp\left(-\beta U \right)/Q }[/math]. It can also refer to simply [math]\displaystyle{ \exp\left(-\beta U \right) }[/math], although this is not a full weight because it is not normalized by the partition function. For other ensembles, additional terms will be required: see reduced potential
State (variable [math]\displaystyle{ K }[/math]) A unique set of conditions and parameters that completely describe a thermodynamic system. For all examples here, the upper case variable [math]\displaystyle{ K }[/math] will denote all states (or the count thereof), and the lower case variable [math]\displaystyle{ k }[/math] will refer to a specific state.
[math]\displaystyle{ \lambda }[/math] Alchemical variable, thermodynamic path coordinate The most common symbol for denoting/tracking the progress along some alchemical pathway. Since most free energy calculations involve an alchemical thermodynamic path, this site was named accordingly.
Annihilating/Annihilated The act of removing ALL of an atoms interactions with the system, this includes the molecule's interactions with itself. Intermolecular force = OFF, Intramolecular forces = OFF. Also known as disappeared or destroyed. Not to be confused with "decoupling."
Decoupling The act of removing an atom or molecules interactions with its surroundings ONLY; the interactions between the molecule itself remain active Intermolecular force = OFF, Intramolecular forces = ON. Not to be confused with "annihilation."

References

  1. >Woods, C. J., Manby, F. R., and Mulholland, A. J. (2008) An efficient method for the calculation of quantum mechanics/molecular mechanics free energies. J. Chem. Phys. 128, 014109. - Find at Cite-U-Like