QuantumPackage/docs/source/intro/selected_ci.rst

Selected Configuration Interaction
==================================

.. default-role:: cite

These methods rely on the same principle as the usual |CI| approaches, except
that determinants aren't chosen *a priori* based on an occupation or
excitation criterion, but selected *on the fly* among the entire set of
determinants based on their estimated contribution to the |FCI| wave function.
It has been noticed long ago that, even inside a predefined subspace of
determinants, only a small number significantly contributes to the wave
function. `Bytautas_2009,Anderson_2018` Therefore, an *on the fly*
selection of determinants is a rather natural idea that has been proposed
in the late 60's by Bender and Davidson `Bender_1969` as well as Whitten
and Hackmeyer. `Whitten_1969`

The approach we are using in the |qp| is based on |CIPSI| developed by Huron,
Rancurel and Malrieu, `Huron_1973` that iteratively selects *external*
determinants (determinants which are not present in the variational space)
using a perturbative criterion.

There is however a computational downside. In *a priori* selected
methods, the rule by which determinants are selected is known *a
priori*, and therefore, one can map a particular determinant to some row or
column index. `Knowles_1984` As a consequence, it can be systematically
determined to which matrix element of :math:`\hat H` a two-electron integral
contributes. This allows for the implementation of so-called
*integral-driven* methods, that work essentially by iterating over
integrals and are very fast.

On the contrary, in selected methods an explicit list of determinants has to be
kept, and there is no immediate way to know whether a determinant has been
selected, or what its index is in the list. Consequently, a
*determinant-driven* approach will be used, in which the loops run over
determinants rather than integrals. This can be a lot more computationally
expensive since the number of determinants is typically much larger than the
number of integrals.

What makes *determinant-driven* approaches possible here is:

- the fact that selected |CI| methods will keep the number of determinants small
  enough, orders of magnitude smaller than in *a priori* selected methods for
  wave functions with equal energies,
- an efficient way to compare determinants in order to extract the
  corresponding excitation operators `Scemama_2013`,
- an intense filtering of the internal space to avoid as much as possible
  determinant comparisons of disconnected determinants,
- a fast retrieval of the corresponding two-electron integrals in memory.


Simple Algorithm
----------------

.. default-role:: math 

.. |SetDI| replace:: `\{|D_I\rangle\}^{(n)}`
.. |Psi_n| replace:: `|\Psi^{(n)}\rangle`
.. |kalpha_star| replace:: `\{ |\alpha \rangle \}_\star ^{(n)}`
.. |ealpha| replace:: `e_\alpha`
.. |EPT| replace:: `E_\text{PT2}`

The variational wave function |Psi_n| is defined over a set of determinants
|SetDI| in which we diagonalize |H|.

.. math::

   |\Psi^{(n)}\rangle = \sum_{I} c_I^{(n)} |D_I\rangle


The determinants in |SetDI| will be characterized as **internal**.

#. For all **external** determinants |kalpha| `\notin` |SetDI|, compute the
   Epstein-Nesbet second-order perturbative contribution to the energy

   .. math::

      e_\alpha = \frac{ \langle \Psi^{(n)}| {\hat H} | \alpha \rangle^2 }{E^{(n)} - \langle \alpha | {\hat H} | \alpha \rangle }.

   `E^{(n)}` is the variational energy of the wave function at the current
   iteration. Note that another perturbation theory could be used to estimate
   |ealpha|.

#. An estimate of the total missing correlation energy can be computed
   by summing all the |ealpha| contributions

   .. math::

      E_\text{PT2} & = \sum_{\alpha} e_\alpha \\
      E_\text{FCI} & \approx E + E_\text{PT2} 

#. |kalpha_star|, the subset of determinants |kalpha| with the largest
   contributions |ealpha|, is added to the variational space

   .. math::

      \{ |D_I \rangle \}^{(n+1)} = \{|D_I\rangle\}^{(n)} \cup \{ |\alpha\rangle \}_\star^{(n)}


#. Go to iteration n+1, or exit on some criterion (number of determinants in
   the wave function, low |EPT|, ...).


Of course, such a procedure can be applied on any state and therefore can allow to treat both ground and excited states. 


Stochastic approximations for the selection and the computation of |EPT|
------------------------------------------------------------------------

The simple algorithm would be too slow to make calculations possible. Instead,
the |QP| uses a stochastic algorithm :cite:`Garniron_2017.2` in order to compute 
efficiently the |EPT| and to select on-the-fly the best Slater determinants. 

In such a way, the selection step introduces no extra cost with respect to the |EPT| calculation and the |EPT| 
itself is unbiased but associated with a statistical error bar rapidly converging. 


Deterministic approximations for the selection
----------------------------------------------

The following description was used in a previous version of the |CIPSI| algorithm
which was less efficient. Nonetheless, it introduces the notions of **generator**  and **selector** determinants 
which are much more general than the |CIPSI| algorithm that targets the |FCI| and can be used to realize virtually 
**any kind of CI in a selected way**. 


We define **generator** determinants, as determinants of the internal space
from which the |kalpha| are generated.
We then define **selector** determinants, a truncated wave function 
used in the computation of |ealpha|.

For calculations in the |FCI| space, the determinants are sorted by decreasing
`|c_I|^2`, and thresholds are used on the squared norm of the wave function.
The default is to use :option:`determinants threshold_generators` = 0.99 for
the generators, and :option:`determinants threshold_selectors` = 0.999 for the
selectors.

This is nothing but the 3-class |CIPSI| approximation to accelerate the selection, 
:cite:`Evangelisti_1983` where instead of generating all possible |kalpha|,
we only generate a subset which are likely to be selected.


The computation of |EPT| using a truncated wave function is biased,
so if an accurate estimate of the |FCI| energy is desired, it is preferable
to recompute |EPT| with the hybrid deterministic/stochastic algorithm
:cite:`Garniron_2017b` which is unbiased (this is the default).


Modifying the selection space
-----------------------------

By changing the definition of generators, and the rules for the generation of
the |kalpha|, it is easy to define selected variants of traditional |CI| methods.

For example, if one defines the |HF| determinant as the only generator,
one will produce a selected |CISD|. If one also changes the rules for the generation
to generate only the double excitations, one will have a selected |CID|.

The generators can also be chosen as determinants belonging to a |CAS|. If the
rules allow only for excitations inside the |CAS|, we obtain a selected
|CAS| |CI|. If the rules allow for excitations in the |FCI| space, we obtain
a selected |CAS-SD|. And if one add the rule to prevent for doing double
excitations with two holes and two particles outside of the active space, one
obtains a selected |DDCI| method.

All such things can be done very easily when programming the |qp|.

-----------------------------------

.. bibliography:: selected.bib
   :style: unsrt
   :labelprefix: A