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The data management portal provides efficient, structured storage of collected images, data, and metadata from multiple experimental workflows in a single software platform. Each defined experiment in a created project consists of a workflow with customer-defined steps to capture sample information, collected data, and related metadata without any constraints to provide maximal flexibility and usability for any possible experiments and all use cases (Figure 1, Figure 2). The data management portal also has a lab note functionality to illustrate workflow steps, including image processing with intermediate results, that can be all together associated with a project and provide as complete a record as possible for analysis and creation of reports and publications.

Figure 1: Example of possible organization of data and metadata in the data management platform. Each project can consist of multiple experiments, such as cryo-EM or mass-spectroscopy (viz. Protocol step 2.3). Each experiment can include multiple user-defined workflows (viz. Protocol step 2.5), each consisting of multiple configurable steps (viz. Protocol step 2.7). Please click here to view a larger version of this figure.

Figure 2: View at an opened project workflow in the data management platform. The figure shows associated metadata and notes to the opened step in the workflow. The left bar with icons provides quick access to different options and menus of the data management platform. The left panel includes a list of saved Workflows (shown only one saved workflow "Exp2_ApoF_EFTEM_Grid7") and a blue button to add a new Workflow. The central panel shows individual steps in the opened Workflow, as is shown for the SPA workflow here. The blue button on top right can add an additional step to the opened workflow. The right panel includes space for either recorded Metadata or user-input Notes of the workflow, which may include text, tables and images. Different formatting options for the text are available. Please click here to view a larger version of this figure.
Cryo-EM grids produced with traditional plunge-freezing devices, such as Vitrobot will typically display a gradient of ice thickness over the grid surface. Some grids can be also damaged (bent) after manual handling and/or clipping into an autogrid ring carrier. Figure 3 shows examples of different grids as shown in the Atlas overview. The grids with thick ice or damage should be excluded from further investigation.

Figure 3: Gallery of different grids as seen in the Atlas overview. (A) A bad grid with thick ice, (B) a bent grid with bad ice and ice contamination, (C) an acceptable grid with good ice gradient, (D) a typical grid with good thin ice and small ice gradient. Please click here to view a larger version of this figure.
The selection of grid squares with no damage and optimal ice thickness is critical for collecting high-resolution datasets. Ice thickness may vary even at the level of individual grid squares, and it is, therefore, important to select only holes with optimally thin ice from each selected grid square. Figure 4 shows a suitable grid square with intact foil and thin ice in the center. The shown grid square is good for setting a filter for automated selection of holes with thin ice in all selected grid squares as it contains a range of different ice thickness as well as empty holes without ice, which is extremely useful for setting an appropriate range of intensity in the ice filter in the Hole Selection task.

Figure 4: An example grid square with a gradient of ice thickness, from empty grid squares in the center and thick ice near the grid bars. The filter of ice quality can be used to select the range of intensities inside holes with the ideal ice thickness that are accordingly selected in the grid square (the holes with green overlay). Please click here to view a larger version of this figure.
Benchmark results using the described protocol were obtained using the sample of mouse apo-ferritin (apoF) from the Kikkawa group11. ApoF is a highly α-helical protein that forms a very stable octahedral cage. The high stability and high symmetry make apoF an optimal sample for high-resolution cryo-EM imaging and image processing. ApoF has therefore become a standard sample for assessing the performance of cryo-EM instruments11,12,13. A frozen aliquot containing 15 mg/mL purified apoF sample was thawed on ice and clarified by centrifugation at 10,000 x g for 10 min. The supernatant was diluted to 5 mg/mL with 20 mM HEPES pH 7.5, 150 mM NaCl. 3 µL of the diluted sample was applied onto a glow-discharged R-1.2/1.3, 300 mesh gold grids for 30 s. Then the grids were blotted for 5 s before plunge-freezing into liquid ethane cooled by liquid nitrogen. Plunge-freezing was performed using a fully automated vitrification system at 100% humidity and 4 °C. All grids were clipped in autogrids and loaded into a 200 kV Cryo-TEM. About 3000 movies were collected at a throughput of 300 movies/h. Data were processed using the methods as described11 with the following modifications: i) Relion 4-beta version was used instead of Relion 3.1, ii) automated particle picking was done using 2D class averages of previous apoF reconstructions as references, and iii) the initial 3D model was generated from the previous apoF reconstruction low-passed to 15-Å resolution. Optics grouping was not done for this dataset as the used AFIS procedure34 has been proven to efficiently and reliably minimize beam-tilt induced phase shifts that do not limit data quality to reconstruct 3D maps at the reported resolutions. 3D refinement after Bayesian polishing and CTF refinement led to 1.68 Å resolution map. The resolution was further improved with Ewald sphere correction resulting in a 1.63 Å resolution map. The overview of data collection and processing parameters is shown in Table 2, and the final reconstructed density map is shown in Figure 5, with the Fourier Shell Correlation (FSC) curve shown in Supplementary Figure 8.
Table 2: Data collection and image processing parameters used for the 3D reconstruction of apo-ferritin. Please click here to download this Table.

Figure 5: Cryo-EM reconstruction of apo-ferritin. (Left panel) 3D rendering of the reconstructed apoF cryo-EM map at 1.6 Å resolution. (Right panel) Detailed view of the reconstructed map at the level of individual amino acid side chains. The density of amino acid sidechains is well resolved, and the atomic model can be unambiguously built within this map. Please click here to view a larger version of this figure.
Effects and benefits of using an energy filter in the SPA reconstructions were evaluated using the prokaryotic 20S proteasome isolated from T. acidophilum. The prokaryotic 20S proteasome has been also used as a standard cryo-EM sample as it represents the stable catalytic core of the proteasome complex with the D7 symmetry. Grids were prepared by adding 4.5 µL of the purified T. acidophilum 20S proteasome sample onto a glow-discharged 200-mesh R 2/1 copper grid. Samples were vitrified in a liquid ethane/propane mixture using a fully automated vitrification system set to 4 °C and 100% humidity with blot force of 20 and blot time of 4.5 s.
Three different datasets were collected from the same cryo-EM grid with similar grid squares using a different slit width of the energy filter in the order: i) slit fully open (no slit inserted), ii) 20 eV slit and iii) 10 eV slit. The grid squares were selected using an ice quality filter within the analysis software. All other parameters for data collection and data processing were kept the same. Datasets were collected for 15 h with a total of 4000 movies and processed using the methods as described11 using Relion 3.1 with the modification that Laplacian-of-Gaussian particle picking algorithm was used to produce initial 2D class averages for reference-based particle picking from the full datasets. The same number (102,200) of randomly selected particles was chosen and used for the final iteration and 3D reconstruction of each dataset. Data processing variables are described in the table (Table 3) below to achieve the final reconstructed EM density map shown in Figure 6 with the FSC curve shown in Supplementary Figure 9. Optics grouping and Ewald sphere correction were not done for these datasets either.
Table 3: Data collection and image processing parameters used for the 3D reconstruction of the T. acidophilum 20S proteasome. Please click here to download this Table.
Table 4: Summary of achieved resolution and B-factor for cryo-EM reconstructions of the T. acidophilum 20S proteasome using datasets with different energy slit width. Please click here to download this Table.

Figure 6: Effect of energy filtering on cryo-EM images. (A) Cryo-EM images at different defocus values collected with or without 10 eV slit. (B) Overview of the 20S proteasome cryo-EM map with segmented subunits. (C) Zoom view at the 20S proteasome map with a fitted atomic model. Please click here to view a larger version of this figure.
Supplementary Figure 1: Calibration of image shifts task (yellow ellipse) to align image shifts between different optical presets (red ellipses) in the analysis software, using a crystal of hexagonal ice that is visible in the full magnification range between 100x to 165,000x. (Top) Calibration between the Data Acquisition and Hole/Eucentric Height presets, (middle) calibration between the Hole/Eucentric Height and Grid Square presets, (bottom) calibration between the Grid Square and Atlas presets. Please click here to download this File.
Supplementary Figure 2: Autostigmate function in analysis software (yellow ellipse). (Left image) Acquired image. (Right image) Fourier transfer of the acquired image showing concentric Thon rings and their CTF fit shown in radial beams. Please click here to download this File.
Supplementary Figure 3: User interface of the Autocoma function in analysis software (yellow ellipse) for coma alignment. The image panel shows Fourier transfer images acquired at different beam tilts and their CTF fits that are used for calculation of the coma. Please click here to download this File.
Supplementary Figure 4: User interface of Energy Filter tuning. Example of a good tunning report of the energy filter isochromacity with all parameters (shown in green text) within specifications. Please click here to download this File.
Supplementary Figure 5: User interface of Energy Filter tuning. Example of good tuning report of the energy filter magnification distortions with all parameters (shown in green text) within specifications. Please click here to download this File.
Supplementary Figure 6: User interface of Energy Filter tuning. Example of good tuning of the energy filter chromatic distortions with all parameters (shown in green text) within specifications. Please click here to download this File.
Supplementary Figure 7: DataViz panel of the EPU Quality Monitor with an overview of data quality in a collected cryo-EM dataset. The graphs with aggregated data from all collected images/movies show values (dot plots) and distribution (bar plots) of selected critical quality indicators, such as the CTF fit confidence (blue), defocus (orange), and astigmatism (green). A subset of the collected images/movies can be selected by setting parameter filters in the top of the DataViz panel. After applying the filters, selected images/movies can be exported for further processing in another image processing package, such as Relion or CryoSpark. Please click here to download this File.
Supplementary Figure 8: FSC curve of the final reconstruction of apoF to 1.6 Å resolution, as reported by Relion 4-beta. The blue curve shows the FSC of masked 3D maps from two independently refined 3D reconstructions from two mutually exclusive half-datasets. According to the gold standard FSC at 0.143, the resolution of the final 3D map reconstructed from the full dataset corresponds to 1.6 Å. The orange curve shows the FSC of the masked 3D reconstructions with randomized phases. The rapid drop of the FSC curve indicates that the used mask did not contribute to the observed FSC of the original reconstructed maps (blue curve) beyond ~2 Å resolution. Please click here to download this File.
Supplementary Figure 9: FSC curves of the final reconstruction of T. acidophilum 20S proteasome using different slit widths of the energy filter, as reported by Relion 3.1. The blue curves show the FSC of masked 3D maps from two independently refined reconstructions from two half-datasets of each dataset, respectively. The gold-standard FSC at 0.143 indicates the achieved resolutions of the final 3D maps reconstructed from the respective full datasets (2.3 Å, 2.2 Å, and 2.1 Å resolution, respectively). The red curves show the FSC of masked maps with randomized phases. The rapid drop of the red FSC curves indicates that the used mask did not contribute to the FSC of the original reconstructed maps beyond ~3 Å resolution. The green curves show the FSC of unmasked 3D maps, which are influenced by noise in the entire reconstructed 3D volume and therefore drop sooner than the FSC of the masked 3D maps. Please click here to download this File.
Availability of data: The cryo-EM density maps have been deposited in the EM Data Bank under accession numbers: apoferritin: EMD 14173, EMPIAR-10973. 20S proteasome: EMD 14467, EMPIAR-10976.