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start [2018/10/02 19:32]
mbanach [Metadata] 		start [2021/11/02 14:21]
kgberry [Information Resources Management (IRM)]
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 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. ​ 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. ​
-[[Evolving Workflows - 2016]] 
  
-[[https://​scholarworks.umass.edu/​libraries_content_and_discovery/|Content & Discovery ​Showcase 2018]]\\ + 
-{{:irm_chart_2017.pdf|IRM Organizational Chart}}\\ +[[https://​scholarworks.umass.edu/​libraries_content_and_discovery|Content & Discovery ​Showcases]]\\ 
-{{:irmmajorunitactivities2017.pdf|IRM Major Unit Activities}}\\ +[[https://docs.google.com/​drawings/​d/​17tBYxiXy6AlAAkhagw3KLExahbBMDDyjDTz606FKj9g/​edit?​usp=sharing ​|IRM Organizational Chart]]\\ 
-{{{{:irmpersonnelchart2018aug.pdf|IRM ​Personnel Chart 2018}}\\+[[https://docs.google.com/​document/​d/​1yMA34RBBHmcX0Wt0npGOA7pUEWfn81Jr/​edit?​usp=sharing&​ouid=108975950027587109594&​rtpof=true&​sd=true|2021 IRM Major Unit Activities]]\\ 
 + 
 +==Staff Policies== 
 +[[URL|Attendance policy (September 2021)]]\\ 
 + 
 +==Historical== 
 +{{:irmmajorunitactivities2017.pdf|2017 IRM Major Unit Activities}}\\ 
 +[[evolving_workflows_-_2016|Evolving Workflows 2016]]
  
  
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 ===== IRM - General ===== ===== IRM - General =====
 +
 +[[Aleph Services Workshop]]
 +
 [[Collection Analysis Task Force (CATF) Recommendations (2017)]] [[Collection Analysis Task Force (CATF) Recommendations (2017)]]
  
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 [[Goals|IRM Goals]] [[Goals|IRM Goals]]
 +
 +[[Order Supplies IRM]]
  
 [[Policies|IRM Policies]] [[Policies|IRM Policies]]
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 [[irm_social_media|IRM Social Media]] [[irm_social_media|IRM Social Media]]
  
 +==== Electronic Resources General Notes for all (Includes Guidance on Holdings) =====
 +
 +[[General Guidelines for eResources]]
  
 ===== 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]]
  
-[[De-duping OCLC local bib records and MARCIt records]]+[[http://​guides.library.umass.edu/​az.php|Database A-Z List (Springshare/​LibGuides Platform)]]
  
-[[E-Book Cataloging]]+[[De-duping OCLC local bib records and MARCIt records]]
  
 [[ebooks_new_titles|E-Books:​ New Title Workflows]] [[ebooks_new_titles|E-Books:​ New Title Workflows]]
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 [[Electronic Resources Cancellation Checklist]] [[Electronic Resources Cancellation Checklist]]
- 
-[[Electronic Resources - Creating Links]] 
  
 [[Electronic Resources Invoicing in Aleph]] [[Electronic Resources Invoicing in Aleph]]
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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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 [[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]]
  
 [[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]] [[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]
- 
-[[Periodical Receiving]] 
- 
-[[Serials Cancellations]] 
- 
-[[Serials Ceased Titles]] 
  
 [[serials_continuations_definitions|Serials Continuations Definitions]] [[serials_continuations_definitions|Serials Continuations Definitions]]
  
-[[serials_discard_decision_file|Serials ​Discard Decision File]]+[[serials_ser_anals_transfers_and_cataloging|Serials: Ser Anals (Transfer and Cataloging)]]
  
-[[serials_-_gift_serials_on_hold_shelf_for_repository|SERIALS - Gift Serials on Hold Shelf for Annex]]+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 Links to Useful Information]]+[[access_coordination|Access Coordination]]
  
-[[Serials New Titles]]+[[ADM to ADM  transfer of Bib, holdings, and item records in Aleph]]
  
-[[Serials Prediction Patterns]]+[[Batch Record Loading Updating and Editing Instructions]]
  
-[[Serials Prediction Patterns Examples]]+[[Checklist requesting new Aleph collections]]
  
-[[serials_ser_anals_transfers_and_cataloging|Serials:​ Ser Anals (Transfer and Cataloging)]]+[[Collection Codes For Aleph MARC Records]]
  
-[[Serials Title Changes]]+[[CORAL]]
  
-[[serials_unsolicited_gifts_pos_procedures|Serials ​- Unsolicited Gifts (POS) Procedures]]+[[https://​docs.google.com/​spreadsheets/​d/​1aC8MqoWM4bzc278Z02SLqbqV-1fs46yoxjHIVowoWL0/​edit?​usp=sharing|CORAL Glossaries]]
  
 +[[http://​coral.library.umass.edu/​|CORAL Login Page]]
  
-===== Discovery & Resource Management Systems =====+[[http://​guides.library.umass.edu/​az.php|Database A-Z List]] (Springshare/​LibGuides Platform)
  
-[[access_coordination|Access Coordination]]+[[eds_admin_management|EDS Admin Management]]
  
-[[ADM to ADM  transfer of Bib, holdings, and item records in Aleph]]+[[hlm_admin_maintenance|HLM Admin Maintenance]]
  
-[[Batch Record Loading Updating and Editing Instructions]]+[[ebscohost_maintenance|EBSCOhost Database Maintenance]]
  
-[[Collection Codes For Aleph MARC Records]]+[[EZProxy Maintenance]]
  
 [[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]]
- 
-[[eds_admin_management|EDS Admin Management]] 
- 
-[[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]]
  
  
-===== Metadata =====+===== General ​Metadata =====
  
 [[23rd_floor_linking_project_instructions]] [[23rd_floor_linking_project_instructions]]
  
-[[049 fields]]+[[Analyzed serials monographic series instructions]]
  
-[[910 Formatting]]+[[Batch Loading Team]]
  
-[[AA Chart for Cataloging to Locations As Appropriate]]+[[Batch Record Loading Updating and Editing Instructions]]
  
-[[Adding Dissertations and Theses to Scholarworks Collections]]+[[Books ordered for staff use]]
  
-[[Batch Record Loading Updating and Editing Instructions]]+[[Circulation OnTheFly Procedures]]
  
-[[Batch Uploading ETDs to ScholarWorks]] +[[Closing monographic series records]]
  
-[[Blocking Theses From Public View in Scholarworks]]+[[Cross-linking Bound-withs Title changes and Ser anals]]
  
-[[Books ordered for staff use]]+[[De-duping OCLC local bib records and MARCIt records]]
  
-[[Cataloging E-resource Versions of Print Dissertations]]+[[De-ref Procedures]]
  
-[[Cataloging Equipment]] +[[Digital Bookplates]]
  
-[[CD-ROM cataloging instructions]]+[[Faculty Writing Place - Cataloging & Processing]]
  
-[[Changing one year campus access titles to open access]]+[[Five College Uniform Language for Linking in 856 fields]]
  
-[[Closing monographic series records]]+[[Gov Docs Transfer Project Instructions]]
  
-[[Correcting theses and dissertations metadata on ScholarWorks pages]]+[[Gov Docs Transfer Project Student Job Description]]
  
-[[Cross-linking Bound-withs Title changes and Ser anals]]+[[Item types]]
  
-[[Cutter Table]]+[[Linked Mt Ida Instructions]]
  
-[[De-duping OCLC local bib records and MARCIt records]]+[[Linking Project instructions current version 2019]]
  
-[[De-ref Procedures]]+[[Landscape Architecture and Regional Planning Masters Projects Workflow]]
  
-[[Digital Bookplates]]+[[LOCKSS Instructions]]
  
-[[Dissertations and Theses Overview]]+[[Macro Express Instructions]]
  
-[[Dissertations Missing from Scholarworks]]+[[Macro Express Instructions on Capturing Mouse Movements]]
  
-[[DVD Cataloging Streamlined Guidelines]]+[[MARCIt Record Loads]]
  
-[[DVD Fastcat Instructions]]+[[Masha Rudman Childrens Collection Cataloging and Processing]]
  
-[[Electronic Dissertations Workflow]]+[[Masha Rudman Childrens Collection Codes]]
  
-[[Electronic Theses Workflow]]+[[Masha Rudman Childrens Collection Hierarchical Codes]]
  
-[[E-resource record quality checklist]]+[[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]
  
-[[E-Resources Cataloging - FASTCAT Standards]]+[[Mt. Ida Reserves]]
  
-[[E-Resources Cataloging Instructions for Free Internet Resources]]+[[Reinstatements]]
  
-[[E-Resources ​Cataloging ​Instructions for Licensed Resources]]+[[Renaissance Center ​Cataloging ]]
  
-[[Faculty Writing Place - Cataloging & Processing]]+[[Replacements]]
  
-[[Five College Uniform Language ​for Linking in 856 fields]]+[[Separate record policy ​for free electronic resources]]
  
-[[Graduate Degree Program Codes]]+[[Tableau Cataloging Statistics]]
  
-[[Gov Docs Transfer Project Instructions]]+[[Withdrawal of Library Materials]]  
 +==== Cataloging Guidelines & Fastcat ====
  
-[[Gov Docs Transfer Project Student Job Description]]+[[Cataloging Equipment]] 
  
-[[Government Documents ​Cataloging]]+[[Cataloging ​monographs fastcat]]
  
-[[Landscape Architecture and Regional Planning Masters Projects Workflow]]+[[CD-ROM cataloging instructions]]
  
-[[LOCKSS Instructions]]+[[DVD Cataloging Streamlined Guidelines]]
  
-[[Macro Express ​Instructions]]+[[DVD Fastcat ​Instructions]]
  
-[[Macro Express Instructions on Capturing Mouse Movements]]+[[E-resource record quality checklist]] 
 + 
 +[[E-Resources Cataloging - FASTCAT Standards]] 
 + 
 +[[Government Documents Cataloging]]
  
 [[maps_cataloging_resources|Map Cataloging Resources]] [[maps_cataloging_resources|Map Cataloging Resources]]
  
-[[MARCEDIT Instructions for Creating Electronic Dissertation Records]]+[[Mass Docs Cataloging Procedures]]
  
-[[MARCIt Record Loads]]+[[minimal_metadata_guidelines | Minimal Metadata Guidelines]]
  
-[[Masha Rudman Childrens Collection Cataloging and Processing]]+[[Monographs Workflow Overview]]
  
-[[Masha Rudman Childrens Collection Codes]]+[[Mount Holyoke Cataloging]]
  
-[[Masha Rudman Childrens Collection Hierarchical Codes]]+[[OCA Cataloging Procedures]]
  
-[[Mass Docs Cataloging Procedures]]+[[Photocopy cataloging]]
  
-[[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]+[[rush_cataloging_and_processing_workflow|RUSH cataloging and processing workflow]]
  
-[[microforms_overview|Microforms Overview]]+[[Setting_holdings_on_OCLC]]
  
-[[microfiche_cataloging_instructions|Microfiche ​Cataloging ​Instructions]]+[[SCUA Cataloging]]
  
-[[microfilm_cataloging_instructions|Microfilm ​Cataloging ​Instructions]]+[[Y Federal Documents ​Cataloging]]
  
-[[microcard_microopaque_or_microprint_cataloging_instructions|Microcard,​ Microopaque,​ or Microprint Cataloging Instructions]]+==== ETD Documentation ====
  
-[[Missing and Lost Serials and Bound Periodicals]]+[[Batch Uploading ETDs to ScholarWorks]] 
  
-[[Monographs Workflow Overview]]+[[Blocking Theses From Public View in Scholarworks]]
  
-[[Mount Holyoke ​Cataloging]]+[[Cataloging ​E-resource Versions of Print Dissertations]]
  
-[[Mt. Ida Reserves]]+[[Changing one year campus access titles to open access]]
  
-[[NACA Publications Cataloging ​and Processing]]+[[Correcting theses ​and dissertations metadata on ScholarWorks pages]]
  
-[[NACO Documentation]]+[[Dissertations and Theses Overview]]
  
-[[NASA Special Publications (NASA SPs)]]+[[Dissertations Missing from Scholarworks]]
  
-[[OCA Cataloging Procedures]]+[[Graduate Degree Program Codes]]
  
-[[OCLC Record Manager]]+[[MARCEDIT Instructions for Creating Electronic Dissertation Records]]
  
 [[Open Access Dissertations - Instructions for Uploading to Scholarworks]] [[Open Access Dissertations - Instructions for Uploading to Scholarworks]]
  
 [[Ordering and Processing Dissertations from ProQuest]] [[Ordering and Processing Dissertations from ProQuest]]
 +
 +[[ScholarWorks Theses and Dissertations Series Abbreviations]]
 +
 +[[Setting up auto collect filters for dissertations and theses collections on ScholarWorks]]
 +
 +[[Transferring ETD files from Proquest]]
 +
 +__Outdated workflows--Do Not Use! Historical documentation for migration purposes__
 +
 +[[Adding Dissertations and Theses to Scholarworks Collections]]
 +
 +[[Electronic Dissertations Workflow]]
 +
 +[[Electronic Theses Workflow]]
  
 [[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]]+==== Microforms ====
  
-[[RDA vs. AACR2 Basic Differences]]+[[microforms_overview|Microforms Overview]]
  
-[[Reinstatements]]+[[microfiche_cataloging_instructions|Microfiche Cataloging Instructions]]
  
-[[Renaissance Center ​Cataloging ]]+[[microfilm_cataloging_instructions|Microfilm ​Cataloging ​Instructions]]
  
-[[Replacements]]+[[microcard_microopaque_or_microprint_cataloging_instructions|Microcard,​ Microopaque,​ or Microprint Cataloging Instructions]]
  
-[[http://​www.oclc.org/​support/​documentation/​worldcat/​searching/​searchworldcatindexes/​|Searching WorldCat Indexes (Connection,​ Worldcat, etc.) - Guide from OCLC]]+==== Music Cataloging ====
  
-[[Setting_holdings_on_OCLC]]+[[Fast originalcat Music Recitals (CDs)]]
  
-[[ScholarWorks instructions for batch revision of one year campus access ETDs to open access]]+[[Fastcat LPs]]
  
-[[ScholarWorks Theses and Dissertations Series Abbreviations]]+[[Fastcat Music Audio Recordings (CDs)]]
  
-[[SCUA ​Cataloging]]+==== Resources for Cataloging ​& Metadata Staff =====
  
-[[Separate record policy for free electronic resources]]+[[049 fields]]
  
-[[Serials Cancellations]]+[[910 Formatting]]
  
-[[Serials Ceased Titles]]+[[connexion_macros|Creating Connexion Macros]]
  
-[[serials_discard_decision_file|Serials Discard Decision File]]+[[cutter_table|Cutter Table]]
  
-[[Serials Links to Useful Information]]+[[EAST Reallocations Spreadsheet]]
  
-[[Serials New Titles]]+[[Metadata Help LibAnswers]]
  
-[[Serials Popular Magazines and Newspapers List]]+[[metadata_resources|Metadata Resources]]
  
-[[Serials Prediction Patterns]]+[[OCLC Record Manager]]
  
-[[Serials Prediction Patterns Examples]]+[[Python]]
  
-[[Serials Title Changes]]+[[RDA Training materials]]
  
-[[serials_unsolicited_gifts_pos_procedures|Serials ​- Unsolicited Gifts (POS) Procedures]]+==== Serials ​Workflows ====
  
-[[Setting up auto collect filters for dissertations and theses collections on ScholarWorks]]+[[serials_workflow_ceased_cancelled_titles|Serials Workflow: Ceased & Cancelled Titles]]
  
-[[Special Added Volume sequences]]+[[serials_workflow_creation_maintenance_lhrs|Serials Workflow: Creation & Maintenance of Local Holdings Records (LHRs) in OCLC]]
  
-[[Staff Working Tools Procedures]]+[[serials_workflow_current_year_only|Serials Workflow: Current Year Only]]
  
-[[Transferring ETD files from Proquest]]+[[serials_workflow_fixing_field_952_incomplete_holdings|Serials Workflow: Fixing Field 952 Incomplete Holdings]]
  
-[[Withdrawal of Library Materials]] +[[serials_workflow_holdings_records|Serials Workflow: Holdings Records]]
  
-[[A Federal Documents Cataloging]]+[[serials_workflow_new_titles|Serials Workflow: New Titles]]
  
-[[Y Federal Documents Cataloging]]+[[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]] 
 + 
 +[[MARC 866 Guidelines]] 
 + 
 +[[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]]
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 [[Classification Web]] [[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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