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start [2017/03/23 12:33]
skrash 		start [2021/02/09 19:50]
annk [ETD Documentation]
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 {{::​umlibtxt275.jpg?​200|}} {{::​umlibtxt275.jpg?​200|}}
  
-Information Resources Management (IRM), an integral part of the University of Massachusetts Amherst Libraries, provides information resources, systems and services and collaborates across campus and with external library partners to enable academic study and scholarly research. ​+Information Resources Management (IRM), an integral part of the University of Massachusetts Amherst Libraries, provides ​access to information resources, systems and services and collaborates across campus and with external library partners to enable academic study and scholarly research. ​
  
-{{:irm_chart_2017.pdf|IRM Organizational Chart 2017}}\\+ 
 +[[https://​scholarworks.umass.edu/​libraries_content_and_discovery/​|Content & Discovery Showcase 2018]]\\ 
 +{{:2019aprilirmpersonnelchart.pdf |IRM Organizational Chart}}\\
 {{:​irmmajorunitactivities2017.pdf|IRM Major Unit Activities}}\\ {{:​irmmajorunitactivities2017.pdf|IRM Major Unit Activities}}\\
-{{:​irmpersonnelchart2017.pdf|IRM Personnel Chart 2017}}\\+[[evolving_workflows_-_2016|Evolving Workflows 2016]] 
  
 \\ \\
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 ===== IRM - General ===== ===== IRM - General =====
-[[Collection Development Policy]] 
  
-[[Documentation Policy for IRM Department]]+[[Aleph Services Workshop]]
  
-[[Evolving Workflows - 2016]]+[[Collection Analysis Task Force (CATF) Recommendations (2017)]]
  
-[[Goals]]+[[http://​hdl.handle.net/​1721.1/​108771|Creating a Social Justice Mindset: Diversity, Inclusion and Social Justice in the Collections Directorate of the MIT Libraries]]
  
-[[Green Office Program]]+[[Five College Annex Processing Procedures]]
  
-[[Special Processing Requests/​Priorities]]+[[Five College Microforms Repository Policy]]
  
-[[Staff Directory]]+[[https://​calendar.google.com/​calendar/​embed?​src=umass.edu_io4341va6p0acrmf3fh2ji763s%40group.calendar.google.com|Five College Shared Approval Plan Calendar]] 
 + 
 +[[Goals|IRM Goals]] 
 + 
 +[[Order Supplies IRM]] 
 + 
 +[[Policies|IRM Policies]] 
 + 
 +[[irm_social_media|IRM Social Media]]
  
-[[Wiki Documentation Master List]] 
  
 ===== Acquisitions ===== ===== Acquisitions =====
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 [[ARL E-Resources Collection Statistics]] [[ARL E-Resources Collection Statistics]]
- 
-[[Collection Codes For Aleph MARC Records]] 
  
 [[copier_scanning |Copier Scanning, PDF Formatting for Optical Character Recognition]] [[copier_scanning |Copier Scanning, PDF Formatting for Optical Character Recognition]]
  
-[[https://​docs.google.com/​spreadsheets/​d/​1DAsFV6VncswKeAWEm3n6d77FOgVnWuuxMa7-uxtrPQg/​edit?​usp=sharing|CORAL Field Notes]]+[[CORAL]]
  
-[[http://​coral.library.umass.edu/umacoral/|CORAL Login Page]]+[[https://​docs.google.com/​spreadsheets/​d/​1aC8MqoWM4bzc278Z02SLqbqV-1fs46yoxjHIVowoWL0/​edit?​usp=sharing|CORAL Glossaries]] 
 + 
 +[[http://​coral.library.umass.edu/​|CORAL Login Page]]
  
 [[Databases & Packages - New Purchases Checklist]] [[Databases & Packages - New Purchases Checklist]]
 +
 +[[http://​guides.library.umass.edu/​az.php|Database A-Z List (Springshare/​LibGuides Platform)]]
  
 [[De-duping OCLC local bib records and MARCIt records]] [[De-duping OCLC local bib records and MARCIt records]]
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 [[IP Addresses]] [[IP Addresses]]
- 
-[[Known Issues with Accessing E-Resources]] 
  
 [[License Violation Procedures]] [[License Violation Procedures]]
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 [[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]] [[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]
  
-[[open_access_e-journal_and_e-book_activations| Open Access E-Journal (and E-Book) Activations]]+[[open_access_e-journal_and_e-book_activations| Open Access E-Journal (and E-Book) Activations]] ​(ARCHIVED)
  
 [[perpetual_access_procedures|Perpetual Access Procedures]] [[perpetual_access_procedures|Perpetual Access Procedures]]
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 [[trials_procedures|Trial Setup and Take down Procedures]] [[trials_procedures|Trial Setup and Take down Procedures]]
 +
 +[[Known Issues with Accessing E-Resources|Troubleshooting Electronic Resources Access Issues]]
  
 [[Usage Statistics for E-resources - Rationale]] [[Usage Statistics for E-resources - Rationale]]
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 ==== Materials Management ==== ==== Materials Management ====
  
 +
 +[[Better World Books]]
  
 [[Bindery ABLE lot closing and opening]] [[Bindery ABLE lot closing and opening]]
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 [[Depository Packing Slip for Serials]] [[Depository Packing Slip for Serials]]
  
-[[EAST Materials Instructions]]+[[DVD End Processing]]
  
 [[End Processing Student Job Description|End Processing/​General Student Job Description]] ​ [[End Processing Student Job Description|End Processing/​General Student Job Description]] ​
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 [[Music End Processing]] [[Music End Processing]]
- 
-[[serials_-_gift_serials_on_hold_shelf_for_repository|SERIALS - Gift Serials on Hold Shelf for Annex]] 
  
 [[Staff Working Tools Procedures]] [[Staff Working Tools Procedures]]
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 [[FASTCAT Instructions]] [[FASTCAT Instructions]]
- 
-[[Fly Record Processing]] 
  
 [[Foreign Vendor List for Monographic Ordering]] [[Foreign Vendor List for Monographic Ordering]]
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 [[Electronic Access Issues for Cancelled or Ceased in Print]] [[Electronic Access Issues for Cancelled or Ceased in Print]]
- 
-[[Fly Record Processing]] 
- 
-[[Holdings Statement Syntax for HOL Records]] 
  
 [[Item Record Global Changes]] [[Item Record Global Changes]]
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 [[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]] [[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]
  
-[[Periodical Receiving]]+[[serials_continuations_definitions|Serials Continuations Definitions]]
  
-[[Serials ​Cancellations]]+[[serials_ser_anals_transfers_and_cataloging|Serials: Ser Anals (Transfer and Cataloging)]]
  
-[[Serials Ceased Titles]]+For metadata workflows for serials, please see documentation under Metadata: Serials. For any questions regarding serials titles and cataloguing,​ please contact ​[[annk@umass.edu|Ann Kardos]]. 
 +===== Discovery & Resource Management Systems =====
  
-[[serials_continuations_definitions|Serials Continuations Definitions]]+[[access_coordination|Access Coordination]]
  
-[[serials_discard_decision_file|Serials Discard Decision File]]+[[ADM to ADM  transfer of Bib, holdings, and item records in Aleph]]
  
-[[serials_-_gift_serials_on_hold_shelf_for_repository|SERIALS - Gift Serials on Hold Shelf for Annex]]+[[Batch Record Loading Updating and Editing Instructions]]
  
-[[Serials Links to Useful Information]]+[[Checklist requesting new Aleph collections]]
  
-[[Serials New Titles]]+[[Collection Codes For Aleph MARC Records]]
  
-[[Serials Popular Magazines and Newspapers List]]+[[CORAL]]
  
-[[Serials Prediction Patterns]]+[[https://​docs.google.com/​spreadsheets/​d/​1aC8MqoWM4bzc278Z02SLqbqV-1fs46yoxjHIVowoWL0/​edit?​usp=sharing|CORAL Glossaries]]
  
-[[Serials Prediction Patterns Examples]]+[[http://​coral.library.umass.edu/​|CORAL Login Page]]
  
-[[serials_ser_anals_transfers_and_cataloging|Serials: Ser Anals (Transfer and Cataloging)]]+[[http://​guides.library.umass.edu/​az.php|Database A-Z List]] (Springshare/​LibGuides Platform)
  
-[[Serials Title Changes]]+[[eds_admin_management|EDS Admin Management]]
  
-[[serials_unsolicited_gifts_pos_procedures|Serials - Unsolicited Gifts (POS) Procedures]]+[[hlm_admin_maintenance|HLM Admin Maintenance]]
  
 +[[ebscohost_maintenance|EBSCOhost Database Maintenance]]
  
-===== Discovery & Resource Management Systems ===== +[[EZProxy Maintenance]]
- +
-[[Batch Record Loading Updating and Editing Instructions]] +
- +
-[[Collection Codes For Aleph MARC Records]]+
  
 [[e-journal_holdings_for_ill|Generating the E-Journal Holdings File for ILL RAPID, IDS Project and Browzine]] [[e-journal_holdings_for_ill|Generating the E-Journal Holdings File for ILL RAPID, IDS Project and Browzine]]
- 
-[[EZProxy Maintenance]] 
  
 [[HathiTrust]] [[HathiTrust]]
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 [[SFX Down]] [[SFX Down]]
  
-[[SFX Routine Maintenance]]+[[SFX Renewals]] Also includes platforms and transfers 
 + 
 +[[SFX Routine Maintenance]] ​Recurring not including KB Updates
  
 [[SFX sid List]] [[SFX sid List]]
  
-[[sfx_fulltext_not_found|SFX Reports: Fulltext not found]]+[[SFX Targets - Activating]]
  
-[[SFX Statistics Archives Files]]+[[SFX Update Procedures]] Weekly KB Updates/​Monthly Maintenance
  
-[[SFX Targets - Activating]]+[[sfx_fulltext_not_found|SFX Reports: Fulltext not found]] ARCHIVED
  
-[[SFX Update Procedures]]+[[SFX Statistics Archives Files]] ARCHIVED
  
 [[uma_worldcat_service_configuration_management|UMA WorldCat Local Management in OCLC Service Configuration]] [[uma_worldcat_service_configuration_management|UMA WorldCat Local Management in OCLC Service Configuration]]
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 ===== Metadata ===== ===== Metadata =====
  
-[[910 Formatting]]+[[23rd_floor_linking_project_instructions]]
  
 [[AA Chart for Cataloging to Locations As Appropriate]] [[AA Chart for Cataloging to Locations As Appropriate]]
  
-[[Adding Dissertations and Theses to Scholarworks Collections]]+[[Analyzed serials monographic series instructions]] 
 + 
 +[[Batch Loading Team]]
  
 [[Batch Record Loading Updating and Editing Instructions]] [[Batch Record Loading Updating and Editing Instructions]]
- 
-[[Batch Uploading ETDs to ScholarWorks]] ​ 
- 
-[[Blocking Theses From Public View in Scholarworks]] 
  
 [[Books ordered for staff use]] [[Books ordered for staff use]]
  
-[[Cataloging ​E-resource Versions of Print Dissertations]]+[[Cataloging ​Equipment]] 
  
-[[Cataloging ​Equipment]] +[[Cataloging ​monographs fastcat]]
  
 [[CD-ROM cataloging instructions]] [[CD-ROM cataloging instructions]]
  
-[[Changing one year campus access titles to open access]]+[[Circulation OnTheFly Procedures]]
  
 [[Closing monographic series records]] [[Closing monographic series records]]
- 
-[[Correcting theses and dissertations metadata on ScholarWorks pages]] 
  
 [[Cross-linking Bound-withs Title changes and Ser anals]] [[Cross-linking Bound-withs Title changes and Ser anals]]
- 
-[[Cutter Table]] 
  
 [[De-duping OCLC local bib records and MARCIt records]] [[De-duping OCLC local bib records and MARCIt records]]
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 [[De-ref Procedures]] [[De-ref Procedures]]
  
-[[Dissertations and Theses Overview]] +[[Digital Bookplates]]
- +
-[[Dissertations Missing from Scholarworks]]+
  
 [[DVD Cataloging Streamlined Guidelines]] [[DVD Cataloging Streamlined Guidelines]]
  
 [[DVD Fastcat Instructions]] [[DVD Fastcat Instructions]]
- 
-[[Electronic Dissertations Workflow]] 
- 
-[[Electronic Theses Workflow]] 
  
 [[E-resource record quality checklist]] [[E-resource record quality checklist]]
  
 [[E-Resources Cataloging - FASTCAT Standards]] [[E-Resources Cataloging - FASTCAT Standards]]
- 
-[[E-Resources Cataloging Instructions for Free Internet Resources]] 
- 
-[[E-Resources Cataloging Instructions for Licensed Resources]] 
  
 [[Faculty Writing Place - Cataloging & Processing]] [[Faculty Writing Place - Cataloging & Processing]]
  
 [[Five College Uniform Language for Linking in 856 fields]] [[Five College Uniform Language for Linking in 856 fields]]
- 
-[[Graduate Degree Program Codes]] 
  
 [[Gov Docs Transfer Project Instructions]] [[Gov Docs Transfer Project Instructions]]
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 [[Government Documents Cataloging]] [[Government Documents Cataloging]]
 +
 +[[Item types]]
 +
 +[[Linked Mt Ida Instructions]]
 +
 +[[Linking Project instructions current version 2019]]
  
 [[Landscape Architecture and Regional Planning Masters Projects Workflow]] [[Landscape Architecture and Regional Planning Masters Projects Workflow]]
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 [[Macro Express Instructions on Capturing Mouse Movements]] [[Macro Express Instructions on Capturing Mouse Movements]]
- 
-[[maps_cataloging_resources|Map Cataloging Resources]] 
- 
-[[MARCEDIT Instructions for Creating Electronic Dissertation Records]] 
  
 [[MARCIt Record Loads]] [[MARCIt Record Loads]]
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 [[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]] [[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]
  
-[[microforms_overview|Microforms Overview]]+[[minimal_metadata_guidelines ​| Minimal Metadata Guidelines]]
  
-[[microfiche_cataloging_instructions|Microfiche Cataloging Instructions]]+[[Monographs Workflow Overview]]
  
-[[microfilm_cataloging_instructions|Microfilm ​Cataloging ​Instructions]]+[[Mount Holyoke ​Cataloging]]
  
-[[microcard_microopaque_or_microprint_cataloging_instructions|Microcard,​ Microopaque,​ or Microprint Cataloging Instructions]]+[[Mt. Ida Reserves]]
  
-[[Missing and Lost Serials and Bound Periodicals]]+[[OCA Cataloging Procedures]]
  
-[[Monographs Workflow Overview]]+[[Photocopy cataloging]]
  
-[[Mount Holyoke Cataloging]]+[[Reinstatements]]
  
-[[NACA Publications ​Cataloging ​and Processing]]+[[Renaissance Center ​Cataloging ]]
  
-[[NACO Documentation]]+[[Replacements]]
  
-[[NASA Special Publications (NASA SPs)]]+[[Setting_holdings_on_OCLC]]
  
-[[OCA Cataloging Procedures]]+[[SCUA Cataloging]] 
 + 
 +[[Separate record policy for free electronic resources]] 
 + 
 +[[Staff Working Tools Procedures]] 
 + 
 +[[Tableau Cataloging Statistics]] 
 + 
 +[[Withdrawal of Library Materials]]  
 + 
 +[[A Federal Documents Cataloging]] 
 + 
 +[[Y Federal Documents Cataloging]] 
 + 
 +==== ETD Documentation ==== 
 + 
 +[[Adding Dissertations and Theses to Scholarworks Collections]] 
 + 
 +[[Batch Uploading ETDs to ScholarWorks]]  
 + 
 +[[Blocking Theses From Public View in Scholarworks]] 
 + 
 +[[Cataloging E-resource Versions of Print Dissertations]] 
 + 
 +[[Changing one year campus access titles to open access]] 
 + 
 +[[Correcting theses and dissertations metadata on ScholarWorks pages]] 
 + 
 +[[Dissertations and Theses Overview]] 
 + 
 +[[Dissertations Missing from Scholarworks]] 
 + 
 +[[Electronic Dissertations Workflow]] 
 + 
 +[[Electronic Theses Workflow]] 
 + 
 +[[Graduate Degree Program Codes]] 
 + 
 +[[MARCEDIT Instructions for Creating Electronic Dissertation Records]]
  
 [[Open Access Dissertations - Instructions for Uploading to Scholarworks]] [[Open Access Dissertations - Instructions for Uploading to Scholarworks]]
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 [[Paper Dissertations and Theses Workflow]] [[Paper Dissertations and Theses Workflow]]
  
-[[Photocopy cataloging]]+[[ScholarWorks instructions for batch revision of one year campus access ETDs to open access]]
  
-[[RDA Training materials]]+[[ScholarWorks Theses and Dissertations Series Abbreviations]]
  
-[[RDA vs. AACR2 Basic Differences]]+[[Setting up auto collect filters for dissertations and theses collections on ScholarWorks]]
  
-[[Reinstatements]]+[[Transferring ETD files from Proquest]]
  
-[[Renaissance Center Cataloging ]]+__Outdated workflows--Do Not Use! Historical documentation for migration purposes__ 
 +==== Microforms ====
  
-[[Replacements]]+[[microforms_overview|Microforms Overview]]
  
-[[http://​www.oclc.org/​support/​documentation/​worldcat/​searching/​searchworldcatindexes/​|Searching WorldCat Indexes (Connection,​ Worldcat, etc.) - Guide from OCLC]]+[[microfiche_cataloging_instructions|Microfiche Cataloging Instructions]]
  
-[[Setting_holdings_on_OCLC]]+[[microfilm_cataloging_instructions|Microfilm Cataloging Instructions]]
  
-[[ScholarWorks instructions for batch revision of one year campus access ETDs to open access]]+[[microcard_microopaque_or_microprint_cataloging_instructions|Microcard,​ Microopaque,​ or Microprint Cataloging Instructions]]
  
-[[ScholarWorks Theses and Dissertations Series Abbreviations]]+==== Music Cataloging ====
  
-[[SCUA Cataloging]]+[[Fast originalcat Music Recitals (CDs)]]
  
-[[Separate record policy for free electronic resources]]+[[Fastcat LPs]]
  
-[[Serials Cancellations]]+[[Fastcat Music Audio Recordings (CDs)]]
  
-[[Serials Ceased Titles]]+==== Resources for Cataloging & Metadata Staff =====
  
-[[serials_discard_decision_file|Serials Discard Decision File]]+[[049 fields]]
  
-[[Serials Links to Useful Information]]+[[910 Formatting]]
  
-[[Serials New Titles]]+[[connexion_macros|Creating Connexion Macros]]
  
-[[Serials Popular Magazines and Newspapers List]]+[[cutter_table|Cutter Table]]
  
-[[Serials Prediction Patterns]]+[[EAST Reallocations Spreadsheet]]
  
-[[Serials Prediction Patterns Examples]]+[[maps_cataloging_resources|Map Cataloging Resources]]
  
-[[Serials Title Changes]]+[[marc_866_guidelines|MARC 866 Guidelines]]
  
-[[serials_unsolicited_gifts_pos_procedures|Serials - Unsolicited Gifts (POS) Procedures]]+[[Metadata Help LibAnswers]]
  
-[[Setting up auto collect filters for dissertations and theses collections on ScholarWorks]]+[[metadata_resources|Metadata Resources]]
  
-[[Special Added Volume sequences]]+[[OCLC Record Manager]]
  
-[[Staff Working Tools Procedures]]+[[Python]]
  
-[[Transferring ETD files from Proquest]]+[[RDA Training materials]]
  
-[[Withdrawal of Library Materials]] ​+==== Serials Workflows ====
  
-[[A Federal Documents Cataloging]]+[[serials_workflow_ceased_cancelled_titles|Serials Workflow: Ceased & Cancelled Titles]]
  
-[[Y Federal Documents Cataloging]]+[[serials_workflow_creation_maintenance_lhrs|Serials Workflow: Creation & Maintenance of Local Holdings Records (LHRs) in OCLC]] 
 + 
 +[[serials_workflow_current_year_only|Serials Workflow: Current Year Only]] 
 + 
 +[[serials_workflow_fixing_field_952_incomplete_holdings|Serials Workflow: Fixing Field 952 Incomplete Holdings]] 
 + 
 +[[serials_workflow_holdings_records|Serials Workflow: Holdings Records]] 
 + 
 +[[serials_workflow_new_titles|Serials Workflow: New Titles]] 
 + 
 +[[Periodical Receiving|Serials Workflow: Periodical Receiving]] 
 + 
 +[[serials_workflow_supplement_index_statements|Serials Workflow: Supplement & Index Statements in Holdings Records]] 
 + 
 +[[serials_workflow_title_changes|Serials Workflow: Title Changes]] 
 + 
 +[[Missing and Lost Serials and Bound Periodicals]]
  
 ==== Science and SEL ==== ==== Science and SEL ====
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 [[sel_transfers_to_repository|SEL Transfers to Repository]] [[sel_transfers_to_repository|SEL Transfers to Repository]]
 +
 +[[Special Added Volume sequences]]
  
 ===== Statistics ===== ===== Statistics =====
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 [[ALEPH Tools]] [[ALEPH Tools]]
 +
 +{{:​evolving_workflows_-_2016|Evolving Workflows 2016}}\\
  
 [[Macro Express Instructions]] [[Macro Express Instructions]]
Line 509: Line 555:
  
 [[Glossary]] [[Glossary]]
 +
 +[[Wiki Documentation Master List]]
  
 [[http://​digitalcommons.unf.edu/​library_facpub/​13/​|RDA Training Guide]] [[http://​digitalcommons.unf.edu/​library_facpub/​13/​|RDA Training Guide]]
  
 +[[Classification Web]]
 +
 +=====Student Employees=====
 +
 +[[Resources for student supervisors]]
 +
 +[[http://​moodle.umass.edu|Moodle:​ Resources for library student workers]]
 +
 +Student Forms: Libwire Home » Online Forms » [[https://​intranet.library.umass.edu/​intranet/​Forms/​view_items.cfm?​MenuID=7&​CategoryID=5|Student forms]] ​
 +
 +=====Documentation from Other Departments=====
 +
 +[[Circulation Documentation]]
 +
 +[[Learning Commons Documentation]]
 +
 +[[Reserves Documentation]]
 +
 +[[SEL Desk Manual]]
  
start.txt · Last modified: 2024/06/17 20:23 by mbanach
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