JISC Grant Funding 15/10 Cover Sheet for Proposals (All sections must be completed) Name of Strand: Geospatial Name of Lead Institution: University of Bristol Name of Proposed Project: Nature Locator Name(s) of Project Partners(s) (except commercial sector – see below) This project involves one or Name(s) of any commercial partner company (ies) more commercial sector partners NO (delete as appropriate) Full Contact Details for Primary Contact: Name: Nicola Rogers Position: Senior Technical Researcher/Manager of Web Futures Email: [email protected] Address: 8-10 Berkeley Square, Bristol, BS8 1HH Tel: +44(0)117 3314412 (Direct) Tel: +44(0)117 3314430 (Office) Fax: +44 117 331 4396 Length of Project: Project Start Date: 1st February 2011 Total Funding Requested from JISC: Project End Date: 31st October 2011 £65,000 Funding requested from JISC broken down across Financial Years (Aug-July) Aug10 – July11 Aug11 – July12 £43,857 £21,143 Total Institutional Contributions: £54,045 Outline Project Description The crowd-sourcing of mass data sets to support research projects is increasingly becoming a viable and valuable option for researchers. The success of the Galaxy Zoo project (http://www.galaxyzoo.org/) recently demonstrated this phenomenon. The Conker Tree Science project (conceived by researchers at the Universities of Bristol and Hull) similarly engaged members of the public across the UK this summer (http://www.ourweboflife.org.uk/) by appealing for evidence of the rapid year-on-year spread of the horse chestnut leaf-mining moth (and its predators, parasitic wasps). Geo data and photographic evidence are needed to allow scientists to examine the progress of this new problem in the UK. Public support for the project looks set to increase through 2011, with TV’s “The One Show” expressing an interest in launching a national appeal for contributors to the online survey next summer. This project proposes to build on existing software from the JISC-funded projects, “MyMobileBristol” and “Visualising China” in order to offer: 1 • • • A new and improved mechanism for deriving automatically geo-tagged photographic evidence of the spread of this horse chestnut leaf disease. Sustainable integration of crowd-sourced data with analysis tools used by scientists. Easy-to-use, Web-based, data visualisation software to facilitate crowd-sourced verification of the quality of the original image data submitted. Employing the skills of a User Experience expert we will engage with users of the system and develop tools that will not only benefit the current, NERC-funded Conker Tree Science project, but that are free, open source, and reusable for future projects that require crowdsourced, research data. I have looked at the example FOI form at YES Appendix K and included an FOI form in this bid I have read the Funding Call and associated Terms and Conditions of Grant at Appendix L YES C1. Appropriateness and Fit to Programme Objectives and Overall Value to the JISC Community The Nature Locator Project 1. Dr. Michael Pocock is an Ecologist and a NERC research fellow based at the University of Bristol. His previous projects include a post doctorate study of ecosystems in farmland, which attempted to quantify the fragility of such ecosystems and to examine the benefit that is derived from them. In order to engage the public with this research, he and Dr Darren Evans (University of Hull) involved the public as ‘scientists’ in ecological research projects. A short project in March 2009 successfully engaged the public in this way in Bristol’s major shopping centre, Cabot Circus, inviting 1100 people to rear 'alien' insects and to submit and compare their results with others’ online1. This was followed by work with school children in summer 20102, and further funding (approximately £20,000) from NERC to initiate and develop a bigger project – collecting and analysing data contributed by the public on the spread of the leaf miner moth (Cameraria orhidella) of horse chestnut (“conker”) trees (Aesculus hippocastanum) in the UK, that data being collected by the general public3. Over 2700 people entered results this year and the website4 has had 13800 unique visitors since June 2010. 2. Crowd-sourcing the geo data: The horse chestnut leaf miner is a tiny moth that reaches huge infestations and causes major leaf damage to horse chestnut trees in the south and east of the UK. It arrived in the UK in 2002, and has spread rapidly5. The horse chestnut leaf miner is not a proven threat to the persistence of the horse chestnut trees, but may make the trees more susceptible to the lethal bleeding canker6. Scientists are interested not only in the spread of the disease but also in discovering whether a natural predator of the moth –parasitic wasps – is capable of controlling levels of infestation. 1 More information about Dr Michael Pocock’s projects: http://seis.bris.ac.uk/~bzmjop/publicengagement.html A BBC news item describing the involvement of school children in the project: http://news.bbc.co.uk/1/hi/england/bristol/8140215.stm 3 A news item describing the involvement of the general public: http://www.bristol.ac.uk/news/2010/7122.html 4 Web of life website for the Conker Tree Science project http://www.ourweboflife.org.uk/ 5 The miner moth infestation of British trees has only been observed in the last eight years, affecting the Bristol area in just the last four. 6 Forestry Commission article on the Bleeding Canker http://www.forestry.gov.uk/fr/INFD-6KYBGV 2 2 3. This summer (2010) scientists Dr. Michael Pocock (Bristol) and Dr. Darren Evans (Hull), asked the general public to: • • Observe evidence of the leaf miner infestation and take part in the National survey of its spread by completing an online form (http://www.ourweboflife.org.uk/surveymission.html) with the details. The online form supports capture of geo data (latitude and longitude) by allowing the Web user to pinpoint the tree they have studied via use of Google Earth. Conduct an experiment to help assess the natural pest controllers (parasitic wasps) of the leaf mining moth. This was the first time that this had been done for Britain. People were asked to pick a leaf from the tree, place it in a plastic wallet, and identify the insects emerging from the leaf after two weeks (to determine how many leaf mining moths, and how many natural pest controllers were present), and similarly to enter their location and their results online (http://www.ourweboflife.org.uk/pestcontrolmission.html). 4. Over 2700 people submitted results to the studies and the results presented a nationwide snapshot of the current state of the moth and its parasitic wasps (http://www.ourweboflife.org.uk/surveyresults.html, http://www.ourweboflife.org.uk/pestcontrollerresults.html). This is genuine scientific research that would have been impossible without the public’s involvement7. 5. The survey was publicised nationally in several ways (for example, a feature on the BBC’s Autumn Watch Unsprung8 in October 2010), but among the survey data submitted Michael Pocock and the team discovered some improbable results; they quickly realised that photographic evidence would be needed to help verify the accuracy of publicly submitted evidence of leaf damage. 6. How will this project offer new tools and thus improve the quality of crowdsourced data? This project proposes to add value to the NERC-funded Conker Tree Science project by developing tools that will improve: i) ii) The mode of collection of metadata (automatic geo data and time data, plus some user-tagging to indicate the severity of the leaf infestation observed) for photographs submitted. We will develop a mobile app and mobile website (that emulates the mobile app for a wider range of mobile devices) to enable members of the public to easily identify leaf infestation, and to upload a photograph from their mobile device to a Flickr9 group that we will create for the purposes of this study. This will enable auto-collection of geo data (that end-users may further verify using Google Earth if they wish10) as well as time-data (allowing for more complex analysis of the data) and easy tagging of the data (for example to allow users to specify a level of severity of leaf infestation). We will also maintain a desktop, Web-based option for traditional digital camera users (i.e. those not using mobile devices). Members of the public will also be able to submit data about the parasitic wasp. The integration of crowd-sourced data with tools needed by the scientists for analysis of that data. Currently Michael Pocock receives emailed photographs from members of the public, but this scenario is not sustainable: it requires manual opening and saving of each picture, only allows one person to confirm the accuracy of the photo and it also means the metadata he receives is in an unstructured format (i.e. descriptions of the location and severity of the leaf infestation are simply recorded in 7 The value of this type of project is described in a feature on p10 of “the Engaging Researcher” http://www.vitae.ac.uk/CMS/files/upload/The_engaging_researcher_2010.pdf and page 24 of http://www.rcuk.ac.uk/cmsweb/downloads/rcuk/scisoc/RCUKBenefitsofPE.pdf 8 http://www.bbc.co.uk/iplayer/episode/b00vf2gw/Autumnwatch_Unsprung_2010_Episode_2/ 9 Flickr is an image hosting and video hosting website, http://www.flickr.com/, with a comprehensive web-service API that enables programmers to create applications to make use of Flickr images and their associated metadata. 10 It is possible for end-users to identify the exact tree from which they have taken a sample, via zooming in on their location, virtually, using Google Earth. 3 the text of the email). We will provide an easy mechanism to upload the metadata from the Flickr group content via the methods described in section i (with links to the photograph images) to data analysis tools – namely the “R” freeware software package for statistical computing11, commonly used by researchers in Biological sciences at Bristol. iii) The use of geo-visualisation, social software potentially to improve the quality of crowd-sourced primary data. We will prototype software that offers an intuitive and detailed visualisation of the data collected by the public on a map of the UK, to help lay people to understand more easily the spread of the disease, the parasitic wasp predator, and, importantly, to contribute further crowd-sourced data in verifying or correcting others’ identifications of the leaf infestation and levels of severity. We anticipate this will offer a kind of ratings system to allow people to vote up or down others’ estimations of the severity of leaf damage based on image observation, or even to correct erroneous claims of miner moth disease (for example in the case of fungal disease mistakenly interpreted as miner moth damage12). 7. The technical tools we will build on for Nature Locator: We will develop existing Mobile Campus Assistant software for i) above. The project team have a proven track record in delivering mobile tools fit for purpose, using the user’s location mapped to related data. The MyMobileBristol13 project (finishing June 2011) has been developing photo upload support. We will develop the Nature Locator mobile app with re-usability in mind – i.e. for other potential surveys that involve the crowd-sourcing of data for analysis in this or other disciplines. We will use Web 2.0 techniques combined with use of the Flickr Web Service API and create a simple tool for exporting Flickr data into R re ii) above. For iii) we will customise STARS software (currently being used in the Visualising China project14 which finishes in February 2011) to overlay images on a map of the UK, displayed according to the scientific grid structure (based on units 10km square), and annotatable by other users, so that a scoring/voting system may be implemented with the goal of improving the accuracy of data. The ability to browse data by timelines will also be useful in that there are seasonal differences in the expected range of miner moth leaf infestation and scientists are interested in modelling this damage over the summer season as well as year by year. Call Relevance and Innovation 8. Nature Locator proposes to support the creation of crowd-sourced, geo-tagged, imagerelated data to enhance the ease with which quality data may be obtained for analysis by researchers. During the project we will trial an architecture that includes the use of Flickr as an image and metadata store for our tools to work with, also Google Maps/Earth and OpenLayers15 (as currently used in the Visualising China software). We will demonstrate interoperability by using a component-based design to our software in terms of exchanging data via open API’s. We will also contribute a new extension to the open source jena Semantic Web Framework16 (currently used in the Visualising China software) in the form of a spatial index that will improve the use of geo data for the wider benefit of the Linked Data community (jena authors have agreed with us that this would be a very useful contribution). We will offer findings from the NERC project’s real use of this architecture and crowd-sourced, geo-tagged data, and the ease of data integration with research analysis tools – in this case “R”. We will make recommendations on the reusability of or possible gaps in our solution. 11 R software: http://www.r-project.org/ Identification of the leaf miner in horse chestnut tree leaves is relatively straightforward – leaf damage may either be caused by the leaf miner of by a fungus that is easily distinguishable by yellow rings around the damage. 13 http://mymobilebristol.com/ 14 The JISC-funded Visualising China project (http://visualisingchina.ilrt.bris.ac.uk/ ) is continuing to develop reusable geographical and timeline information visualisation software for viewing collections of data. 15 http://openlayers.org/ 12 16 http://jena.sourceforge.net/ 4 Value to JISC Community 9. We will offer the freely available Nature Locator software tools as open source code to the community, together with an evaluation of the approach and recommendations for how it may be used in similar scenarios. We aim for the tools developed to be fully reusable for other research scenarios where the crowd-sourcing of data (whether by researchers, students or the general public) is needed, along with geo data – and time data – uploaded via cameras or mobile devices. The Semantic Web-based visualisation software is intended to be as generic as possible (i.e. agnostic in terms of the subject matter of the image collection ‘behind it’). Finally, the development of a geo-spatial index for Semantic Web software will offer direct benefit to the Linked Data community. D1. Project Timetable and Workplan M1-M2 M3-M4 M5-M6 M7-M8 M9 User D1: Establish email list, project blog and Engagement project wiki Steering Committee establish and meet Iterative testing of Mobile app for image Upload and the prototype Nature Locator data integration/visualisation tool with researchers and members of the public. Detailed technical workplan Tool development – Mobile app for image Nature upload (includes optimised views of the Locator tool existing submission form together with suite information to help moth-infested leaf identification) Tool development – Creation of a geospatial index for Jena, open source Semantic Web Framework for Java, used extensively within the Linked Data community. Tool development – Visualisation of spreadof-disease data using map views and timelines, together with Web 2.0 tools for voting on accuracy/severity of identified infestations Documentation for reuse Software testing and bug fixing and D2: final release of the Nature Locator software tools, with documentation and D3: Final release of spatial index code to Jena. Steering Committee develops sustainability Sustainability strategy. Evaluation both of the value of the software and the data infrastructure developed during the project, its contribution to the NERCEvaluation funded Conker Tree Science project, and the potential for reusing this approach. Final reporting D4: Reports: Lessons learned, findings of & value to the JISC community Dissemination Final Release software with documentation 5 Follow dissemination plan to be created in liaison with the steering committee and the JISC. D2. Deliverables Deliverable D1: Establish email list, project blog and project wiki, tailored to the stakeholder community identified, to support development and wider engagement. Deliverable D2: Final release of the Nature Locator software tools, with documentation and recommendations for use. Deliverable D3: Final release of spatial index code to Jena. Deliverable D4: Reports to the JISC: Lessons learned, findings of value - to include an evaluation of our exemplar use of the chosen architecture for data integration in this scenario and the tools we develop to support mobile users in submitting geo-tagged photograph images. We will describe the impact on research that our project has had and make recommendations on the potential for reuse of our approach by other researchers and developers, outlining both successes and any gaps that arise. We will make recommendations regarding the Spatial Data Infrastructure (as cited in the call text) where appropriate. 10. The above deliverables and timetable will ensure the appropriate level of user engagement and that the technical outputs are “fit for purpose”. We will make available the outputs from this project for a 12 month minimum period beyond the project’s end and the project website for a minimum of 3 years. The Nature Locator tools will be open source software to standard as advocated by OSS and the JISC guidelines. Methodology 11. We will use an agile work plan and software will be developed via short releases with frequent bug fixes, facilitated by ILRT’s use of the Trac (or similar) software development support tool. Software will be version controlled using software such as Subversion and where possible we will develop with an “open” approach. Project staff will be available to work with the programme’s community synthesis project, and to participate in DevCSI activities. The project will be user based and scenario led and the design of the software tools will follow a User-centered design (UCD) Methodology, a widely adopted and successful approach to design, that frames design activities around the goals, attitudes and behaviours of the people who will use the product. This is an iterative process that places the needs of the end-user firmly at the centre of the design process. Several of our recent projects have employed this approach with success, with a User Experience expert working closely with both the web designer and the technical team to develop software to requirements and with a complete visual design. In terms of the crowd-sourcing of content we will build on the findings of the JISC-funded RunCoCo project (http://projects.oucs.ox.ac.uk/runcoco/) where possible. D3. Project Management 12. The project will be managed and administered by Nikki Rogers based at the ILRT, University of Bristol. She will have responsibility for managing the strategic direction of the project, including management of the Steering Committee, management of the technical team, liaison with the Biological sciences researchers and their Conker Tree Science project, also JISC projects/support services where relevant. Nikki will be responsible for monitoring project activities, the project web site and email list, producing JISC progress and final reports and undertaking any remedial action required in the event of project slippage or the occurrence of other risks. 6 Risk Probability (1-5) Severity (1-5) Score (PxS) D4. Risk Assessment Staffing 2 4 8 Organisational 4 1 4 Technical 3 3 9 Legal 3 1 3 User stakeholders 2 4 8 Action to Prevent/Manage Risk Technical expertise is being provided by an experienced developer. Project management will be by an experienced project manager who has managed distributed development teams and complex projects previously. ILRT and Bristol University at large offers a pool of staff with suitably equivalent skills in the event of any staff departures from the project. Similarly, Pure Usability Ltd offer a pool of User Experience consultants should there be any problem arising with Stuart Church’s availability (see section G). The need to tightly manage this multi-stakeholder project justifies the proportion of project management allocated. The project will be supported by a steering committee of experts who will help advise and give direction to the project. The project remit is wide-ranging and challenging and includes cutting edge technologies, crowd-sourced data, user interface development, semantic integration and support to the NERC project. However we are building on previous and parallel project experience, the project softwares to be used in this project are mature, many relying on mature, open source third party softwares such as the Jena Semantic Web Framework (http://jena.sourceforge.net/), and OpenLayers (http://openlayers.org/) map software for the information visualisation software solution. Most of the data to be worked with in this project is already in the public domain and freely available for reuse. We will use an IPR agreement for images uploaded to the Flickr group created for this project. Access to stakeholders is important for this project. We will work with Dr. Michael Pocock in this respect and our User Experience expert is funded on this project to assist specifically with user engagement. D5. Intellectual Property Rights 13. All software and tools developed as part of the project will be made available on an open source basis to the UK HE and FE community, with a license permitting their free noncommercial use and development. We will seek advice from OSS Watch (http://www.osswatch.ac.uk/), with whom we have liaised previously on a number of occasions. We will also adhere to guidance from the Open Middleware Infrastructure Institute UK and JISC's Policy on Open Source Software for JISC Projects and Services where appropriate. D6. Sustainability 14. The fact that this project arises out of an – increasingly common - research need increases the chances of sustaining the valuable outcomes from the project. For example, we have had discussions with Exeter University (who are submitting the “POISE” bid under this call) about how we may collaborate on the field trip mobile tools if both bids are funded. Furthermore, our use of standards for geo data, Linked Data and the Mobile Web should increase the chances of software reusability and interoperability. 7 D7. Recruitment 15. All staff are expected to be in place for the start and duration of this project. Please see our risk analysis for staffing in the table above. E1. Community Engagement Stakeholders 16. Stakeholders in the project include researchers at the Universities of Bristol and Hull, the general public and their interest in the Conker Tree Science project, Linked Data developers who require spatial indexing support in Jena for improved searching of geo data, and researchers from other disciplines who may require a similar tool set for obtaining and using crowd-sourced data. Our User Experience consultant will work with the researchers and the public as described in the Methodology section. Dissemination 17. The Steering Committee will meet early on in the project to devise a dissemination plan. We will disseminate through the community synthesis project that will be funded to develop good practice from across this programme area, through project reporting and software distribution via the website, through the workshop, via JISC events, through related projects, and so on. We will seek to collaborate with related JISC projects where possible and we will also make reports and our open source software freely available online. We have a strong record of collaboration and recently ran the very successful Mobile Web developers workshop in collaboration with DevCSI (http://www.ukoln.ac.uk/events/devcsi/mobile_web/). Evaluation 18. The success of the project will be measured by evaluating the outputs against our workplan, via user testing and according to critical success factors identified with the project’s Steering Committee. 8 F1. Budget Feb 11 Jul 11 8,755 19,217 1,380 1,061 1,056 1,427 1,029 1,715 35,640 Aug 11 Oct 11 4,552 10,303 735 558 552 768 552 919 18,939 TOTAL £ 13,307 29,520 2,115 1,619 1,608 2,195 1,581 2,634 54,579 Feb 11 Jul 11 300 700 600 4,050 5,650 Aug 11 Oct 11 155 362 311 2,329 3,157 TOTAL £ 455 1,062 911 6,379 8,807 41,290 22,096 63,386 Directly Allocated ILRT central staff salary costs Estates – Bristol Directly Allocated Total (D) Feb 11 Jul 11 2,425 5,224 7,649 Aug 11 Oct 11 501 2,302 2,803 TOTAL £ 2,926 7,526 10,452 Indirect Bristol Indirect Costs (E) Feb 11 Jul 11 31,383 31,383 Aug 11 Oct 11 13,824 13,824 TOTAL £ 45,207 45,207 Total Project Cost (C+D+E) 80,322 38,723 119,045 Amount Requested from JISC Institutional Contributions 43,857 36,465 80,322 21,143 17,580 38,723 65,000 54,045 119,045 Directly Incurred Nikki Rogers, Gd K, 0.30 FTE Chris Bailey, Gd K, 0.70 FTE Ben Hayes, Gd J, 10 days Mr Urfan Ali, Gd K, 6 days Mr Mike Jones, Gd K, 6 days Prof Julian Partridge, Gd M, 6 days Dr Kieren Pitts, Gd K, 6 days Dr Michael Pocock, Gd l, 12 days Total Directly Incurred Staff (A) Non-Staff Office costs Travel and accomodation for external advisor Travel for JISC Programme meetings User Engagement Total Directly Incurred Non-Staff (B) Directly Incurred Total (A+B=C) (C) Total cost of project Percentage Contributions over the life of the project JISC 55% Partner 45% Total 100% Institutional Benefits 19. The University of Bristol will directly benefit from Nature Locator in that firstly the project will add value to the NERC-funded Conker Tree Science project being undertaken by Dr. Michael Pocock et al., and secondly the project will advance knowledge of geospatial use particularly focussed within the crowd-sourcing of research data scenario. The institution fully supports participation by the proposed project staff in the wider sector’s geospatial community effort as knowledge will feed directly back into research projects at the University, potentially across multiple disciplines. G. Previous Experience of the Project Team 20. Nikki Rogers, Project Manager. Nikki is a Senior Technical Researcher and Manager of the Web Futures group at the Institute for Learning and Research Technology (ILRT) at the University of Bristol. She has over ten years’ experience developing for, leading development 9 on and managing technical development projects for HE. She is the current Project Manager of the ResearchRevealed and MyMobileBristol JISC projects based at the University of Bristol and sits on the Steering Committee of the JISC-funded Visualising China project. Nikki holds a First Class honours degree in Mathematics with Education (University of Warwick, 1993) and an MSc in Computer Science (University of Bristol 1999). She has worked at the ILRT since 2000. 21. Dr. Chris Bailey, Senior Technical Researcher: Chris is a senior technical web developer within the Internet Development group at the ILRT. He joined the ILRT in September 2006 and prior to that, worked as a research fellow at the University of Southampton after completing a PhD from there in 2002. His background is in Adaptive Hypermedia and Agent technologies. Recent projects he has worked on have involved developing a number of e-learning systems - Chris was lead programmer on the eLearning EELS project for the University of Bristol and a developer for the researcher support AuthorAID network. He is currently a developer part-time on the JISC-funded Visualising China project, for which he has been developing the open source “Arnos” software (http://code.google.com/p/arnos/) to cross-search multiple SPARQL endpoints. Chris also worked on the JISC-funded Mobile Campus Assistant project, for which he developed an Android app. 22. Dr. Stuart Church, User Experience Consultant, Pure Usability Ltd (a Bristol company that has worked extensively with the ILRT team). Stuart Church has been employed in usability, web development, accessibility and information architecture roles for the last eight years. He has worked on a wide variety of web-based projects for different clients, including The University of Cambridge Local Examinations Syndicate, Cambridge Training & Development Ltd (part of the Tribal Group), The Millennium Mathematics Project, The University of Bristol, The European Union, Becta, Microsoft, BOC, Lexus and Process Management International. For the past five years, Stuart has also taught User-Centred Design and Information Architecture as part of the Diploma in Web Design and Development course at Birkbeck College, University of London. Stuart currently works with us on both the Visualising China and MyMobileBristol projects and so is already well acquainted with the view layer softwares to be used in this project. Prior to his career in user experience, Stuart was a lecturer and research fellow in Animal Behaviour, Ecology and Biostatistics at the Universities of Bristol and Southampton. He has a degree in Zoology from the University of Oxford and a PhD in Animal Behaviour from the University of Southampton. 23. Ben Hayes, Web Designer. Ben has been designing websites and web applications for commercial and HE projects at ILRT since 2008. He is responsible for creating easy-to-use interfaces, HTML and CSS coding, branding, accessibility and usability. Through his role he has collaborated extensively with the project’s User Experience consultant, Dr Stuart Church. Ben has an MSc in Computer Science from Oxford Brookes University (passed with Distinction, 2000) and an MPhil in Computer Speech & Language Processing, awarded by the University of Cambridge in 2001. 24. Steering Committee, planned to comprise from the University of Bristol: Professor Julian Partridge, School of Biological Sciences, Dr Michael Pocock, School of Biological Sciences, Dr Darren Evans (visiting the project three times during its lifetime, from Hull University), Urfan Ali, Web and New Media Manager, Public Relations Office, Nikki Rogers, Project Manager, Mike Jones, lead developer from the MyMobileBristol project, Dr Kieren Pitts (Senior Analyst/Programmer at ILRT, with a PhD in insect ecology from the University of Bristol), Stuart Church, Usability Experience Consultant and other members as appropriate. The Steering Committee will aim to meet once every four to six weeks for the lifetime of the project. 10
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