Difference between revisions of "Koha-Library-Management-System/C2/Create-MARC-framework/English"

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Title Slide “Create a '''MARC Framework”'''
 
Title Slide “Create a '''MARC Framework”'''
−
| Welcome to the '''Spoken Tutorial''' on '''Create a MARC Framework.'''
+
| Welcome to the spoken tutorial on '''Create a MARC Framework.'''
  
 
|-
 
|-
Line 30: Line 30:
  
 
'''System Requirement'''
 
'''System Requirement'''
−
| To record this tutorial, I am using* '''Ubuntu Linux OS 16.04'''
+
| To record this tutorial, I am using
 +
* '''Ubuntu Linux OS 16.04'''
 
* '''Koha version 16.05'''
 
* '''Koha version 16.05'''
−
 
  
 
|-
 
|-
Line 52: Line 52:
  
  
−
If not, please refer to the '''Koha Spoken Tutorial '''series on this website.
+
If not, please refer to the '''Koha spoken tutorial '''series on this website.
  
 
|-
 
|-
−
| Slide* '''Frameworks''' can be edited or deleted and
+
| Slide
 +
* '''Frameworks''' can be edited or deleted and
 
* Superlibrarian can create their own '''frameworks,''' for content specific to their libraries.
 
* Superlibrarian can create their own '''frameworks,''' for content specific to their libraries.
  
−
| Before we begin, note that-* '''Frameworks''' can be edited or deleted  
+
| Before we begin, note that-
−
* Superlibrarian can create their own '''frameworks,''' as per the requirement of their libraries.
+
* '''Frameworks''' can be edited or deleted  
 +
* '''Superlibrarian''' can create their own '''frameworks,''' as per the requirement of their libraries.
  
 
|-
 
|-
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| Let us begin.
 
| Let us begin.
  
−
Let me switch to the '''Koha''' interface.
+
Let me switch to the '''Koha interface.'''
  
 
|-
 
|-
 
| Login with '''Username''' and '''password'''
 
| Login with '''Username''' and '''password'''
−
| Login with '''Superlibrarian''' '''username Bella '''and her password.
+
| Login with '''Superlibrarian''' '''username Bella '''and her '''password'''.
  
 
|-
 
|-
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|-
 
|-
 
| Click on''' +New framework'''
 
| Click on''' +New framework'''
−
| Click on '''+New framework.'''
+
| Click on '''plus New framework.'''
  
 
|-
 
|-
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| Another page opens up, prompting us to fill in the details-
 
| Another page opens up, prompting us to fill in the details-
  
−
'''Framework code:'''
+
'''Framework code:''' and
  
 
'''Description:'''
 
'''Description:'''
Line 107: Line 109:
 
|-
 
|-
 
| Cursor on '''Framework code >> '''type '''BK'''
 
| Cursor on '''Framework code >> '''type '''BK'''
−
| In the field for''' Framework code,''' I will type '''BK.'''
+
| In the '''field''' for''' Framework code,''' I will type '''BK.'''
  
 
|-
 
|-
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|-
 
|-
 
| Click''' Submit'''
 
| Click''' Submit'''
−
| Next, click on''' Submit '''button at the bottom'''.'''
+
| Next, click on''' Submit '''button at the bottom.
  
 
|-
 
|-
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|-
 
|-
 
| Cursor on ‘'''MARC Framework for BOOKS (BK)’'''
 
| Cursor on ‘'''MARC Framework for BOOKS (BK)’'''
−
| A new page ‘'''MARC Framework for BOOKS (BK)’ '''opens up.
+
| A new page '''MARC Framework for BOOKS (BK) '''opens up.
  
−
Under this title, click on the '''OK''' button here
+
Under this title, click on the '''OK''' button here.
  
 
|-
 
|-
 
| Cursor on '''Showing 1 to 20 of 342'''
 
| Cursor on '''Showing 1 to 20 of 342'''
−
| Another page with the same title '''MARC Framework for BOOKS (BK)’''' opens
+
| Another page with the same title '''MARC Framework for BOOKS (BK)''' opens.
  
 
This shows '''tags '''from '''1 to 20 of 342 tags.'''
 
This shows '''tags '''from '''1 to 20 of 342 tags.'''
Line 144: Line 146:
 
| Slide  
 
| Slide  
  
−
Tags in MARC Framework* There are total '''313 '''default '''tags'''
+
Tags in MARC Framework
 +
* There are total '''342 '''default '''tags'''
 
* I will select only a few '''tags''' for '''Books'''
 
* I will select only a few '''tags''' for '''Books'''
 
* You may choose tags as per your requirement
 
* You may choose tags as per your requirement
−
| Note that-* There are a total of '''313 '''default '''tags'''
+
| Note that-
 +
* There are a total of '''342 '''default '''tags'''
  
 
* I will select only a few '''tags''' for '''Books. '''
 
* I will select only a few '''tags''' for '''Books. '''
  
−
 
+
* You may choose tags as per your requirement.
−
 
+
−
* You may choose tags as per your requirement'''.'''
+
  
 
|-
 
|-
 
| Narration only
 
| Narration only
−
| Notice here that -there are options to '''Edit''' or '''Delete '''a '''tag.'''
+
| Notice here that there are options to '''Edit''' or '''Delete '''a '''tag.'''
  
 
|-
 
|-
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|-
 
|-
−
| Cursor on '''tag number 010- Library of Congress Control Number'''
+
| Cursor on '''tag number 010- Library of Congress Control Number''' >> click on delete
−
Click on delete
+
 
| I will choose the '''tag '''number''' 010- Library of Congress Control Number.'''
 
| I will choose the '''tag '''number''' 010- Library of Congress Control Number.'''
  
Line 194: Line 195:
 
|-
 
|-
 
| Narration only
 
| Narration only
−
| Similarly, delete any other tags which may not be relevant to a particular '''item type'''.
+
| Similarly, delete any other '''tags''' which may not be relevant to a particular '''item type'''.
  
 
|-
 
|-
 
| Point to '''Edit '''option
 
| Point to '''Edit '''option
−
| To edit the tags
+
| To edit the '''tags''', go to '''Actions '''and choose the '''Edit '''option.
−
 
+
−
Go to '''Actions '''and''' '''choose the '''Edit '''option.
+
  
 
|-
 
|-
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|-
 
|-
−
| Cursor on* '''Label for lib:'''
+
| Cursor on
 +
* '''Label for lib:'''
 
* '''Label for opac:'''
 
* '''Label for opac:'''
−
| The following fields are filled by default, by '''Koha '''itself-* '''Label for lib:'''
+
| The following fields are filled by default, by '''Koha '''itself-
 +
* '''Label for lib:'''
 
* '''Label for opac:'''
 
* '''Label for opac:'''
  
−
Note that:# The ''''Label for lib'''' will show up in the '''staff client.'''
+
Note that:
 +
# The ''''Label for lib'''' will show up in the '''staff client.'''
  
 
# The ''''Label for OPAC'''' will show up on the '''MARC''' view in the '''OPAC.'''
 
# The ''''Label for OPAC'''' will show up on the '''MARC''' view in the '''OPAC.'''
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'''Repeatable:'''
 
'''Repeatable:'''
−
| As per your requirement, check the checkbox for* '''Repeatable: '''
+
| As per your requirement, check the checkbox for '''Repeatable: '''
  
 
|-
 
|-
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'''Mandatory:'''
 
'''Mandatory:'''
−
| Koha will by default check the checkbox for-* '''Mandatory'''
+
| '''Koha''' will by default check the checkbox for '''Mandatory'''
  
 
|-
 
|-
 
| Check both the options.
 
| Check both the options.
−
| I will check the checkbox for* '''Repeatable: '''
+
| I will check the checkbox for '''Repeatable: '''
  
 
|-
 
|-
 
| Slide '''Important Note'''
 
| Slide '''Important Note'''
  
−
'''Note:''' If you click ''''Repeatable'''' then-* the field will have a plus sign next to it allowing you to add multiples of that tag
+
'''Note:''' If you click ''''Repeatable'''' then-
 +
* the field will have a plus sign next to it allowing you to add multiples of that tag
  
 
If ''''Mandatory'''' is clicked or auto-selected by Koha then-
 
If ''''Mandatory'''' is clicked or auto-selected by Koha then-
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| '''Note:'''  
 
| '''Note:'''  
  
−
If you click '''Repeatable'''' then-* the field will have a plus sign next to it in '''Cataloging'''  
+
If you click '''Repeatable'''' then-
−
* (''This is basically required for more than 3 authors or editors)''
+
* the field will have a plus sign next to it in '''Cataloging'''  
 +
* This is basically required for more than 3 authors or editors
 
* allowing you to add many more details of the same '''tag'''.
 
* allowing you to add many more details of the same '''tag'''.
  
−
If ''''Mandatory'''' is clicked or auto-selected by Koha then-
+
 
 +
If ''''Mandatory'''' is clicked or auto-selected by '''Koha''' then-
  
 
* the record will not be allowed to save  
 
* the record will not be allowed to save  
 
* unless you allocate a value to this particular '''tag.'''
 
* unless you allocate a value to this particular '''tag.'''
−
 
−
 
  
 
|-
 
|-
 
| Show '''Koha '''interface
 
| Show '''Koha '''interface
−
| Let’s go back to the '''Koha''' interface
+
| Let’s go back to the '''Koha interface.'''
  
 
|-
 
|-
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'''Mandatory>>Yes'''
 
'''Mandatory>>Yes'''
−
| In the new page that opens up, note that- * for '''tag number 000, Leader:'''
+
| In the new page that opens up, note that-  
 +
* for '''tag number 000, Leader:'''
  
−
'''Repeatable '''and''' Mandatory''' will appear as '''Yes.'''
+
*'''Repeatable '''and''' Mandatory''' will appear as '''Yes.'''
  
 
|-
 
|-
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|-
 
|-
−
| * Cursor on''' AuthDisplayHierarchy>> '''select '''Display'''
+
|  
 +
* Cursor on''' AuthDisplayHierarchy>> '''select '''Display'''
  
 
* For '''AutoCreateAuthorities >> generate'''
 
* For '''AutoCreateAuthorities >> generate'''
  
 
* '''BiblioAddsAuthorities>> allow'''
 
* '''BiblioAddsAuthorities>> allow'''
−
 
−
 
  
 
* '''dontmerge >> Do'''
 
* '''dontmerge >> Do'''
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'''UNIMARCAuthorityField100 '''as it is
 
'''UNIMARCAuthorityField100 '''as it is
−
 
  
 
* '''UseAuthoritiesForTracings>> Use'''
 
* '''UseAuthoritiesForTracings>> Use'''
  
−
| * For '''AuthDisplayHierarchy, '''select '''Display '''from the drop-down
+
|  
 +
* For '''AuthDisplayHierarchy, '''select '''Display '''from the drop-down
  
 
* For''' AutoCreateAuthorities, '''select''' generate.'''
 
* For''' AutoCreateAuthorities, '''select''' generate.'''
Line 329: Line 332:
  
 
* Leave-
 
* Leave-
 +
**'''MARCAuthorityControlField008''' and
 +
**'''UNIMARCAuthorityField100''' as it is
  
−
'''MARCAuthorityControlField008''' and
+
* For''' UseAuthoritiesForTracings, Koha''' by default, selects '''Use.'''
−
 
+
−
'''UNIMARCAuthorityField100''' as it is
+
−
 
+
−
 
+
−
* For''' UseAuthoritiesForTracings, '''select '''Koha''' by default, selects '''Use.'''
+
  
 
|-
 
|-
−
| Under the section''' Linker, '''default values should be retained for-* '''CatalogModuleRelink'''
+
| Under the section''' Linker, '''default values should be retained for-
 +
* '''CatalogModuleRelink'''
 
* '''LinkerKeepStale'''
 
* '''LinkerKeepStale'''
 
* '''LinkerModule '''
 
* '''LinkerModule '''
 
* '''LinkerOptions '''
 
* '''LinkerOptions '''
 
* '''LinkerRelink '''
 
* '''LinkerRelink '''
−
 
+
| Under the section''' Linker, '''default values should be retained for-
−
 
+
* '''CatalogModuleRelink'''
−
| Under the section''' Linker, '''default values should be retained for-* '''CatalogModuleRelink'''
+
 
* '''LinkerKeepStale'''
 
* '''LinkerKeepStale'''
 
* '''LinkerModule '''
 
* '''LinkerModule '''
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|-
 
|-
−
| '''Log out f'''rom the '''Superlibrarian account '''of '''Koha.'''
+
| '''Log out '''>> Go to the top right corner >> click on '''Spoken Tutorial Library>>''' and from the drop down select''' Log out'''
−
 
+
| You may now '''log out '''from the '''Superlibrarian account '''of '''Koha'''
−
Go to the top right corner-
+
−
 
+
  
−
Click on '''Spoken Tutorial Library>>''' and from the drop down select''' Log out'''
 
−
| You may now '''log out f'''rom the '''Superlibrarian account '''of '''Koha'''
 
  
 
To do so go to the top right corner-
 
To do so go to the top right corner-
Line 381: Line 377:
 
In this tutorial, we learnt to-
 
In this tutorial, we learnt to-
  
−
Create a '''MARC Framework '''in '''Koha'''
+
*Create a '''MARC Framework '''in '''Koha'''
  
 
|-
 
|-
 
| Slide
 
| Slide
  
−
Assignment* Create a new''' MARC Framework '''for''' Journal'''
+
Assignment
−
| As an assignment-* Create a new''' MARC Framework '''for''' Serials'''
+
* Create a new''' MARC Framework '''for''' Journal'''
−
 
+
| As an assignment-
 +
* Create a new''' MARC Framework '''for''' Serials'''
  
 
|-
 
|-
 
| Slide:
 
| Slide:
  
−
About '''Spoken Tutorial project'''* Watch the video available at [http://spoken-tutorial.org/What_is_a_Spoken_Tutorial http://spoken-tutorial.org/What_is_a_Spoken_Tutorial]
+
About '''Spoken Tutorial project'''
 +
* Watch the video available at [http://spoken-tutorial.org/What_is_a_Spoken_Tutorial http://spoken-tutorial.org/What_is_a_Spoken_Tutorial]
 
* It summarises the Spoken Tutorial project.
 
* It summarises the Spoken Tutorial project.
 
* If you do not have good bandwidth, you can download and watch it.
 
* If you do not have good bandwidth, you can download and watch it.
Line 406: Line 404:
 
'''Spoken Tutorial''' workshops
 
'''Spoken Tutorial''' workshops
  
−
The '''Spoken Tutorial Project''' Team* Conducts workshops using spoken tutorials
+
The '''Spoken Tutorial Project''' Team
 +
* Conducts workshops using spoken tutorials
 
* Gives certificates for those who pass an online test
 
* Gives certificates for those who pass an online test
 
* For more details, please write to [about:blank http://contact@spoken-tutorial.org]
 
* For more details, please write to [about:blank http://contact@spoken-tutorial.org]
 +
| The''' Spoken Tutorial Project''' Team conducts workshops and gives certificates.
  
  
−
| 
+
For more details, please write to us.
−
 
+
−
The''' Spoken Tutorial Project''' Team:* conducts workshops and
+
−
* gives certificates.
+
−
 
+
−
* For more details, please write to us.
+
  
 
|-
 
|-

Latest revision as of 16:38, 21 February 2019

Topic: Create MARC FrameworkContributor Name: Bella Tony, Spoken Tutorial Project, IIT Bombay

Reviewed by: Nancy Varkey, Spoken Tutorial Project, IIT Bombay

Keywords:Catalogue, Frameworks, MARC bibliographic framework, Books, MARC tag


Visual Cue
Narration
Slide 1

Title Slide “Create a MARC Framework”

Welcome to the spoken tutorial on Create a MARC Framework.
Slide Number 2

Learning Objectives

How to create MARC Framework

In this tutorial, we will learn to:

Create a MARC Framework in Koha.

Slide Number 3

System Requirement

To record this tutorial, I am using
  • Ubuntu Linux OS 16.04
  • Koha version 16.05
Slide 4a

Pre-requisites

To follow this tutorial, you should have knowledge of Library Science.
Slide 4b

Pre-requisites

To practice this tutorial,
  • You should have Koha installed on your system.
  • You should also have Admin access in Koha.


If not, please refer to the Koha spoken tutorial series on this website.

Slide
  • Frameworks can be edited or deleted and
  • Superlibrarian can create their own frameworks, for content specific to their libraries.
Before we begin, note that-
  • Frameworks can be edited or deleted
  • Superlibrarian can create their own frameworks, as per the requirement of their libraries.
Show Koha interface Let us begin.

Let me switch to the Koha interface.

Login with Username and password Login with Superlibrarian username Bella and her password.
Show interface Now we are inside the Koha interface as Superlibrarian Bella
Go to Koha administration Go to Koha administration.
Cursor on Catalog-

Click on MARC bibliographic framework

Under the section Catalog, click on MARC bibliographic framework.
Cursor on MARC frameworks A new page opens.
Click on +New framework Click on plus New framework.
Cursor on

Framework code:

Description:

Another page opens up, prompting us to fill in the details-

Framework code: and

Description:

Cursor on Framework code >> type BK In the field for Framework code, I will type BK.
Cursor on Description: >> type BOOKS For Description: I will type BOOKS.
Click Submit Next, click on Submit button at the bottom.
New page >> go to the Code BK i.e. BOOKS On the new page that opens, go to the Code BK i.e. BOOKS.
Cursor on tab Actions

Click on MARC structure

From the tab Actions, click on MARC structure.
Cursor on ‘MARC Framework for BOOKS (BK)’ A new page MARC Framework for BOOKS (BK) opens up.

Under this title, click on the OK button here.

Cursor on Showing 1 to 20 of 342 Another page with the same title MARC Framework for BOOKS (BK) opens.

This shows tags from 1 to 20 of 342 tags.

However, you may see more number of tags on your screen.

Slide

Tags in MARC Framework

  • There are total 342 default tags
  • I will select only a few tags for Books
  • You may choose tags as per your requirement
Note that-
  • There are a total of 342 default tags
  • I will select only a few tags for Books.
  • You may choose tags as per your requirement.
Narration only Notice here that there are options to Edit or Delete a tag.
Click on Delete I will demonstrate how to Delete.
Cursor on tag number 010- Library of Congress Control Number >> click on delete I will choose the tag number 010- Library of Congress Control Number.
Cursor on pop window Upon clicking the Delete tab at the extreme right side, a pop window appears asking-

“Confirm deletion of tag '010'?”

Click on Yes, delete this tag. Click on Yes, delete this tag.
Cursor on Tag delete >> Click Ok Another window appears with the message ‘Tag deleted’.

Click Ok.

Cursor on MARC Framework for Books (BK) The same page MARC Framework for Books (BK) appears again.
Cursor on Tag’, number 010 will no longer be shown On this page, ‘Tag’ number 010 will no longer be shown.
Narration only Similarly, delete any other tags which may not be relevant to a particular item type.
Point to Edit option To edit the tags, go to Actions and choose the Edit option.
Cursor on 000, Leader I will go for tag number 000, Leader.
Click on Edit Then click on Edit.
Cursor on
  • Label for lib:
  • Label for opac:
The following fields are filled by default, by Koha itself-
  • Label for lib:
  • Label for opac:

Note that:

  1. The 'Label for lib' will show up in the staff client.
  1. The 'Label for OPAC' will show up on the MARC view in the OPAC.
Check in the checkbox for

Repeatable:

As per your requirement, check the checkbox for Repeatable:
Cursor on

Mandatory:

Koha will by default check the checkbox for Mandatory
Check both the options. I will check the checkbox for Repeatable:
Slide Important Note

Note: If you click 'Repeatable' then-

  • the field will have a plus sign next to it allowing you to add multiples of that tag

If 'Mandatory' is clicked or auto-selected by Koha then-

  • the record will not be allowed to save
  • unless you allocate a value to this particular tag
Note:

If you click Repeatable' then-

  • the field will have a plus sign next to it in Cataloging
  • This is basically required for more than 3 authors or editors
  • allowing you to add many more details of the same tag.


If 'Mandatory' is clicked or auto-selected by Koha then-

  • the record will not be allowed to save
  • unless you allocate a value to this particular tag.
Show Koha interface Let’s go back to the Koha interface.
Click on Save changes. After filling in all the details, click on Save changes.
Cursor on 000, Leader

Repeatable>> Yes

Mandatory>>Yes

In the new page that opens up, note that-
  • for tag number 000, Leader:
  • Repeatable and Mandatory will appear as Yes.
Narration only Next, let us learn how to enable Authority file.
Go to Koha Administration Go to Koha Administration.
Click on Global system preferences And click on Global system preferences.
Cursor on Acquisitions preferences Acquisitions preferences page opens.
Click on Authorities From the list of tabs on the left side, click on Authorities.
Cursor on General>> Under the section General, start changing the Value of Preference as follows:
  • Cursor on AuthDisplayHierarchy>> select Display
  • For AutoCreateAuthorities >> generate
  • BiblioAddsAuthorities>> allow
  • dontmerge >> Do
  • Leave both-

MARCAuthorityControlField008 and

UNIMARCAuthorityField100 as it is

  • UseAuthoritiesForTracings>> Use
  • For AuthDisplayHierarchy, select Display from the drop-down
  • For AutoCreateAuthorities, select generate.
  • For BiblioAddsAuthorities, select allow.
  • For dontmerge select Do.
  • Leave-
    • MARCAuthorityControlField008 and
    • UNIMARCAuthorityField100 as it is
  • For UseAuthoritiesForTracings, Koha by default, selects Use.
Under the section Linker, default values should be retained for-
  • CatalogModuleRelink
  • LinkerKeepStale
  • LinkerModule
  • LinkerOptions
  • LinkerRelink
Under the section Linker, default values should be retained for-
  • CatalogModuleRelink
  • LinkerKeepStale
  • LinkerModule
  • LinkerOptions
  • LinkerRelink
Click on Save all Authorities preferences Now click on Save all Authorities preferences.
Log out >> Go to the top right corner >> click on Spoken Tutorial Library>> and from the drop down select Log out You may now log out from the Superlibrarian account of Koha


To do so go to the top right corner-

Click on Spoken Tutorial Library and from the drop down select Log out

Narration Only This completes all the setup required for MARC Framework.
Slide

Summary* How to create MARC Framework

Let us summarise.

In this tutorial, we learnt to-

  • Create a MARC Framework in Koha
Slide

Assignment

  • Create a new MARC Framework for Journal
As an assignment-
  • Create a new MARC Framework for Serials
Slide:

About Spoken Tutorial project

The video at the following link summarizes the Spoken Tutorial project.

Please download and watch it.

Slide:

Spoken Tutorial workshops

The Spoken Tutorial Project Team

  • Conducts workshops using spoken tutorials
  • Gives certificates for those who pass an online test
  • For more details, please write to [about:blank http://contact@spoken-tutorial.org]
The Spoken Tutorial Project Team conducts workshops and gives certificates.


For more details, please write to us.

Slide:

Forum for specific questions

Please post your timed queries in this forum.
Slide:

Acknowledgement

  • Spoken Tutorial Project is a part of the Talk to a Teacher project
  • It is supported by the National Mission on Education through ICT, MHRD, Government of India
  • More information on this Mission is available at
  • http://spoken-tutorial.org/NMEICT-Intro
Spoken Tutorial project is funded by NMEICT, MHRD, Government of India.

More information on this mission is available at this link.

This is Bella Tony from IIT Bombay signing off.

Thank you for joining.

Contributors and Content Editors

Bellatony911, Nancyvarkey

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