EDS Spectrum Mode

The EDS Spectrum Toolbar

EDS spectrum display and acquisition functions are controlled from the EDS Spectrum Toolbar. If the toolbar is not visible at the top of your screen, selecting Mode → EDS Spectra from the top menu will make it appear:

eds_spectrm_toolbar

NOTE: Before any spectra can be acquired with Revolution, several steps must be completed, namely, the physical connection of the 4pi system to the x-ray detector. In addition, the microscope must be on and in working order, and the X-ray detector must be cooled and in proper working order. These steps are outside the scope of this operating manual.

The tool bar is divided into four sections:

EDX Spectra. Used to set the amount of time for which the spectrum will be acquired (dwell), and to perform the following functions:

Clear current spectrum
Start spectrum acquisition

Options. Used to set the beam energy and current, and to perform the following functions:

Perform automatic peak identification
Perform Quant analysis

Tools. Used to select tools for visual spectrum manipulation, described in the Basic Operating Principles

Status. Lists useful information about the current operational state, including deadtime in percent, input count-rate (Fast Channel), and output count-rate.

First Run

When a spectrum is first acquired and displayed on the computer screen, the spectrum is unlikely to look correct (if it appears at all), and the quant routines cannot run correctly. Before accurate spectra can be acquired, several procedures must be followed. These procedures can be repeated at any time, but should not be required more than once:

First Run - Set one-time parameters

Before acquisition, hit the Setup button to set most of the spectrum parameters that will not change after the installation:

Although these parameters are usually set once at the beginning, they can be reset at any time.

See below for a list of the meanings of all settings.

First Run - Preparing to Calibrate the Spectrum

Revolution allows both manual and automatic calibration to be performed on any Spectral Engine system. Manual calibration is a mandatory first step! It is strongly recommended that the manual calibration be as accurate as possible, within reason. The automatic calibration will then be simpler, quicker, and much more likely to produce satisfactory results.

Operating note 1: accurate calibration is crucial to accurate Quant results. 4pi tech support has found that 95% of the problems with Quant results can be traced to bad calibration.

Operating note 2: Proper autocalibration requires a preliminary detector setup procedure to be performed!

To begin the calibration procedure, select Analyze → Calibrate Spectra from the menus. The following window appears:

calibrate_spectrum_wind

The spectrum calibration window is a self-contained acquisition window, with tools available for zooming in and out, sliding channels left and right, and scaling the spectrum. The realtime and livetime counters are also available. Note: the lower section of this window (bracketed in red above) is only seen on Universal Spectral Engines.

To begin the calibration procedure, select from the Sample menu according to the type of sample in the microscope... sample_menu ... and select the Acquire Spectra button: acquire_spec_but

KLM reference markers are automatically placed in the spectrum according to the sample selected. A spectrum will acquire for the amount of time entered in the EDX Spectra Toolbar dwell field (see top of this page). As the calibration is being performed, the spectrum will update in real time. The goal of course is to align the spectrum lines with the KLM reference markers. If extensive adjustments are required, the clr button should be used to restart the spectrum as needed.

For this procedure to work well, the calibration sample loaded into the microscope should have a minimal number of well-known x-ray lines in both a lower and a higher energy range. A common and effective choice is any sample that contains both Aluminum and Copper. Al-Cu will be assumed for the discussion involving Spectral Engine II systems. Mn will be assumed for the discussions involving Universal Spectral Engine systems. Note: the principles for calibrating both SEIIs and USEs are essentially the same; If you have a USE, you should still read the sections below about the SEII.

First Run - Manually Calibrating the EDX Spectrum (Spectral Engine II)

The manual calibration process is to iterate the adjustment of the gain and offset controls of the Scanning Interface Unit (SIU) until the spectrum comes into alignment (for analog systems without an SIU, the gain and offset controls of the pulse processor itself must be used).

The general rule of thumb when performing a calibration is that the offset control is used to adjust low-energy peaks while the gain control is used to adjust high-energy peaks. The calibrate window provides continuous feedback about whether the desired peaks are being found in software, and where the adjustment is at the present time. A certain amount of fluctuation is expected for both the line positions (± 2eV or more) and also the calculation of the resolution. Note: condensed spectrum snapshots are shown to conserve space.

Initially, it is quite likely that the element peaks will appear at the wrong energies: EDX Probe w/preview
The first step is to change the offset control of the SIU or pulse processor until the low-energy (copper) peak is adjusted (upward in this example) to the correct energy: low-energy Cu calibration
Use the mag control to zoom in on the spectrum to perform a precise adjustment of the lowest energy. It is not unusual for lines at other energies (here, Cu-L) to still be out of adjustment; in fact, even the Al line is still not perfectly in position: low-energy Cu calibration
Next, adjust the gain control of the SIU or pulse processor to make the high-energy (copper) peak line up to the markers: high-energy Cu calibration
By iterating back and forth between the low-energy and high-energy peaks, the SIU or pulse processor offset and gain controls can be used to dial in the correct calibration. Once the high and low energy peaks are calibrated, the intermediate peak(s) will be also: low-energy Cu calibration

The most precise calibration is performed with the lowest low-energy and highest high-energy peaks available. The choice of calibration sample is dependent on the user's needs and available samples. It is generally impossible to get the peaks lined up even as well as shown above without tedious effort. Therefore, accuracy to a few tens of channels is acceptable for the manual calibration. Unfortunately, this manual calibration is not good enough for accurate Quant results! To improve the calibration and lock it in to the software, the autocalibration step (below) must be performed.

First Run - Manually Calibrating the EDX Spectrum (Universal Spectral Engine)

Unlike the SEII, which is a 2-point calibration, the Universal System is a 1-point calibration - only the gain is adjusted; the digital pulse processor takes care of the zero.

The same general rule of thumb as for the SEII applies: use the gain to adjust the high-energy peak in question.

Initially, it is quite likely that the element peaks will appear at the wrong energies, and the software will be unable to locate the peaks: EDX Probe w/preview
Change the gain value until the high-energy (Manganese) peak is adjusted (upward in this example, although by mistake to an energy too high).

Note: the gain value behaves counter-intuitively; lower gain values will move the spectrum up, and vice versa.

hi-energy USE Mn calibration
By adjusting the gain value, a closer calibration can be dialed in.

Once the high-energy peak is close enough, the software is able to locate it and also calculate a detector resolution.

Note that the calibration could still be better; the final autocal step is described further below:

Mn calibration

The choice of calibration sample is dependent on the user's needs and available samples. To improve the calibration and lock it in to the software, the autocalibration step must be performed (below). Note that the settings for fast, slow, restore, and baseline are set by the installer, and should not be changed in the field without consulting 4pi technical support; in addition, the gain adjustment step must be performed for each time constant (TC) present in the menu (normally 4). As a general rule, the manual calibration shown above is acceptable for the autocal step but is not sufficient for accurate Quant results.

First Run - Autocalibrating the EDX Spectrum (Spectral Engine II)

Remember: Autocalibration must always be performed after the manual calibration is completed (see above). Do not skip the manual step - a relatively good manual calibration is required for the autocalibration to work properly.

As the above manual adjustment is being made, the measured peak values are continually updated in comparison with the known values of peak energy for the sample(s) selected (see blue highlights in diagram below). The most precise manual calibration will show a close match between the actual and measured peaks. Due to the statistics of the x-ray process, there will always be a fluctuation in the measured value, so a perfect match is not realistic. In fact, an error of +-10eV per peak is quite acceptable. The equivalent Manganese FWHM is continuously calculated to indicate detector performance (see red highlight in diagram below). The end result for a Copper/Aluminum sample should be very comparable to the following example:

autocald_spectrum

The autocalibration correction is calculated for the entire time the window is open. When a satisfactory result via manual adjustment has been achieved, hit the OK button to lock the autocalibration into the preferences. All spectra acquired after this point will have the calculated software correction applied.

Operating note: any spectrum that has already been acquired into any catalog can be cut and pasted into this Calibrate window and used to perform the autocalibration.

First Run - Autocalibrating the EDX Spectrum (Universal Spectral Engine)

Remember: Autocalibration must always be performed after the manual calibration is completed (see above). Do not skip the manual step - a relatively good manual calibration is required for the autocalibration to work properly.

As the above manual adjustment is being made, the measured peak values are continually updated in comparison with the known values of peak energy for the sample(s) selected (see the SEII discussion above). The most precise manual calibration will show a close match between the actual and measured peaks. Due to the statistics of the x-ray process, there will always be a fluctuation in the measured value, so a perfect match is not realistic. Although an error of ±10eV can be overcome in software, a better match is achievable and should be sought. The equivalent Manganese FWHM is continuously calculated to indicate detector performance. The end result for a Manganese sample should be very comparable to the following example:

After the manual calibration is complete (above), click on the Calibrate button.

The software will calculate a precise gain value that can achieve sub-channel accuracy for the peak location:

autocald_spectrum

The autocalibration correction is calculated every time the Calibrate button is pressed. Allow the spectrum to acquire for a while, and press the Calibrate button. A couple of iterations, or just one if the manual calibration is close enough, should be sufficient to make the measured and actual peaks quite close. When a satisfactory result has been achieved, stop the acquisition. If this is the last calibration to be performed, hit the OK button to lock the autocalibration into the preferences. If the other time constants have not had this procedure done, switch to those time constants and repeat. All spectra acquired after this window exits will have the calculated software correction applied.

Operating note: any spectrum that has already been acquired into any catalog can be cut and pasted into this Calibrate window and used to perform the autocalibration.

Acquiring a Spectrum

To acquire a spectrum into a catalog, click on the acquire button Alternately, select File → New Catalog to create a new blank catalog window, and then hit the Acquire button.

The catalog is simply a collection of spectra. To create new spectra within a catalog, select File → New. Each new spectrum will be added to the catalog and can be selected with the spectrum menu: spectrum_menu

The spectrum will be captured into the catalog and added to the spectrum menu. As many new spectra as desired can be created by selecting File → New and starting another acquisition: spectrum_2
Each spectrum display can be manipulated independently from the others with the zoom and drag tools in the toolbar, and the scaling tools in the catalog window: zoomout_tool

zoom out
(toolbar)
zoomin_tool

zoom in
(toolbar)
slider_tool

drag
(toolbar)
scaling_tool

scaling
(catalog window)

To zoom in (out), click on the appropriate magnifying glass tool button and click inside the spectrum window. Each click in the spectrum window will zoom in (out) on the area of the spectrum centered on the eV position of the magnifying glass. To zoom out (in), switch to the opposite tool. As per standard usage guidelines, each of the magnifying tools can have its function reversed by holding down the alt key (Windows) or option key (Macintosh).

To drag the spectrum to the left or right, click on the drag (hand) tool and drag inside the spectrum window. While holding the mouse button down, drag the spectrum left or right. To adjust the vertical scale (number of counts), use the Scale Menu above the spectrum. A pop-down menu will appear (default setting is Autoscale). A specific full-scale fixed value can be selected from the list, as can logarithmic scaling (default scaling is linear). Auto 80% autoscales the peaks to 80% of the maximum displayable height. To adjust the counts axis in steps without using the scale menu, use the green up and down arrow buttons in the Spectrum window.

The acquisition will accrue x-ray counts until the amount of time specified in the Dwell field of the toolbar. The Erase Spectra button (clr) will clear all counts out of a spectrum without stopping acquisition; this is a convenient way to observe a rapidly shifting spectrum during calibration or when deciding which area of the sample to probe.

When the toolbar first appears on screen, it displays in the upper right corner the Input Count Rate (Input) in counts/sec, the Output Count Rate (Output) in counts/sec, and the deadtime (Dead) percentage, all as reported by the pulse processor.

The Realtime and Livetime counters are updated in the upper left corner of the catalog window and measure seconds. Realtime is the total running clock time. Livetime is the total amount of time during which the pulse processor has not rejected pulses due to pileup.

If the pulse processor and detector are properly installed and connected to the 4pi system, and the calibration steps above have been performed, a correct spectrum should appear immediately.

Saving an EDX Catalog

Selecting a catalog window's close box initiates a save via the close warning (Windows left, Macintosh right):

close_save close_save, mac version

Selecting Save from the Close Warning dialog, or selecting Save or Save As from the File menu, creates the save dialog box shown below (Windows top, Macintosh bottom). Use the usual rules for your operating system to navigate to the desired save location:

save_save

save_save, mac version

Operating Note: Catalogs can be saved only in Revolution's proprietary format.

Operating Note: Catalogs are automatically saved with a .mbd extension. It is not necessary to add this extension to the file name.

Operating Note: Performing Save As saves the position of the spectrum window and which spectrum is frontmost.

Opening an EDX Catalog

Opening a catalog can be done in any of the usual ways: File → Open, double click on a catalog data file, or drag a data file onto the Revolution application icon.

Operating Note: double-clicking a file when Revolution is already open is not an issue; however, if a file is double-clicked and that action launches Revolution from scratch, it is not necessarily true that the correct version of Revolution will open if multiple copies exist. For this reason, 4pi recommends that all previous versions of Revolution be archived in a non-functional state, or removed from the hard drive entirely.

Saving an EDX Spectrum

The data from any acquired spectrum within a catalog can be saved to disk by selecting File → Export, resulting in a save dialog with multiple export formats (Windows top, Macintosh bottom). Use the usual rules for your operating system to navigate to the desired save location:

export_spectra

export_spectra. mac version

Operating Note: Spectra are automatically saved with the correct file extension. It is not necessary to add an extension to the file name.

Operating Note: Revolution will remember the last format selected.

The export formats available are:

Opening EDX Spectrum Files

Any Revolution spectrum saved as an EMSA or Xraytor file can be opened by double-clicking on the file, and by default open individually in a single-spectrum window that does not support all the features of spectrum catalogs; to access full capability, these single-spectrum files must be copied and pasted into catalogs or directly imported into a catalog using File → Import.

Operating Note: double-clicking a file when Revolution is already open is not an issue; however, if a file is double-clicked and that action launches Revolution from scratch, it is not necessarily true that the correct version of Revolution will open if multiple copies exist. For this reason, 4pi recommends that all previous versions of Revolution be archived in a non-functional state, or removed from the hard drive entirely. If multiple copies of Revolution are being kept, we recommend that files only be opened using File → Open or File → Import.

Opening any spectrum saved as a graphic in JPEG, BMP, or PICT format will merely open that image file. There is no EDX data to work with, and Revolution cannot distinguish such a file from any other image.

Setting KLM Markers

KLM markers can be overlaid independently on any spectrum in any catalog via special periodic tables that appear in floating windows on the screen.

To access the KLM floating window, use the contextual menu by right-clicking inside the spectrum:

Click on any elements in the floating window to immediately place the KLM marker overlay(s) on the spectrum. Click again to immediately turn the marker(s) off (result shown below):

Unique to the KLM window, the keyboard arrow keys can be used to highlight the markers, with the KLM markers on the spectrum moving accordingly. The spacebar toggles "sticky" activation of an element's markers.

select_klm
The KLM marker colors can be changed by right-clicking in the spectrum and selecting "Edit Display". klm_overlay
The KLM markers that will be displayed can be selected by right-clicking any element in the KLM periodic table and selecting Edit Lines (Copper shown as example): which klm markers

Important Operating Note: The KLM periodic table is a floating window whose settings apply to whatever spectrum has focus. If a new spectrum takes focus, the periodic table settings assume default values. The settings for each individual spectrum are remembered as the focus changes.

Direct Screen Observation of Spectrum Data

A data flag can be overlaid independently on any spectrum in a catalog using the arrow button in the toolbar: flag_arrow_button
With the arrow button selected, double-click anywhere in the spectrum to make the flag appear: flag_overlay

The flag can be moved anywhere in the spectrum by dragging anywhere on the vertical black marker, to display the channel number, the number of counts in that channel, and the energy:

To remove the flag, drag it off the spectrum to the right or left.

flag_overlay_1
The flag can be precisely positioned to inspect the data for any channel (magnified, Cu marker shown, flag is one channel away from the actual line at 8.04 KeV): flag_overlay_2
If Show ROIs is turned on, the flag appends the total count summed over the whole ROI: flag_overlay_3
If background subtraction is also turned on, the flag appends the background-subtracted count summed over the whole ROI: flag_overlay_4

Spectrum Overlays

Revolution allows the user to superimpose any number of spectra one atop another. From any source spectrum in any open catalog, select OptionsSpectra Overlays to activate the overlay editor:

The source spectrum (in this example, PbS) is placed "In View." overlay editor
Select any other spectrum from any other (open) catalog to place it In View.
Press the Add button to add the spectrum to the overlay list.

Important Operating Notes: The originating spectrum will continue to be shown "filled in," but will not be labeled. The "In View" spectrum (always red) will obscure the actual color of the overlay if that spectrum has been added, but only in this dialog, and only while that same spectrum is In View.

As many spectra as desired can be added to the overlay list. Use the Overlay menu to select any overlay list item for editing. Use the Edit Name button to change the name of the spectrum. Use the Color button to change the overlay color. Overlay items can of course be removed with the Delete button. When finished, hit the OK button to exit the editor and return to the Catalog:

The original spectrum from the catalog is replaced with the overlaid version of same.
As a separate example, overlays can be used to follow the long term drift of spectra: