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1Centre for Neuroscience and 2Department of Occupational Therapy, Sensory-Motor Research Laboratory, Edmonton, Alberta; 3International Collaboration on Repair Discoveries, Vancouver; and 4Rehabilitation Neuroscience Laboratory, University of Victoria, Victoria, British Columbia, Canada
Submitted 19 July 2006; accepted in final form 24 September 2006
| ABSTRACT |
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| INTRODUCTION |
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A perturbation during walking may result in a corrective response that might include the use of the upper limbs to regain stability. For example, Marigold et al. (2002) demonstrated that an arm elevation strategy was typically incorporated in response to a slip during walking. Responses in the muscles of the arms were previously shown to occur at latencies comparable to those in the legs after perturbations applied at the foot (Dietz et al. 2001
; Marigold et al. 2003
) or torso (Misiaszek 2003
) during walking. It is argued that the responses in the arms contribute in whole body responses to perturbations encountered during locomotion.
The neural mechanisms involved in coordinating these whole body corrective responses are not well understood. One possible mechanism is by intersegmental reflex circuits, such as interlimb cutaneous reflexes. Interlimb cutaneous reflexes in the muscles of the upper limbs (evoked with stimulation at the foot) were found after electrical stimulation of cutaneous nerves in the foot during locomotion. Dietz et al. (2001)
reported responses in the muscles of the upper limbs to electrical stimulation of the distal tibial cutaneous nerve, which were more prominent during walking compared with static tasks such as sitting and standing. Haridas and Zehr (2003)
found that interlimb cutaneous reflexes in the muscles of the upper limbs arising from SP nerve stimulation at the foot displayed significant phase modulation and sign reversal during treadmill locomotion. These results suggest the existence of functional and coordinated reflex pathways from the cutaneous nerves of the foot to the muscles of the arms during locomotion.
The task- and phase-specific adaptations in the amplitude of these reflexes suggest they may assist in regulating arm responses as part of a whole body corrective response. If so, then one expectation would be that these reflexes will be adapted to meet the specific postural demands of the task related to stability (e.g., "context dependency"), similar to what we reported for cutaneous reflexes in the leg (Haridas et al. 2005b
). Consequently, we hypothesize that interlimb cutaneous reflexes, elicited from stimulation of cutaneous nerves in the foot to muscles of the arm, will be facilitated when subjects walk in an environment with an increased postural threat. Portions of these results were previously reported in abstract form (Haridas et al. 2005a
).
| METHODS |
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Twelve subjects between the ages of 20 and 35 yr, with no history of neurologic, orthopedic, or metabolic impairment participated with informed, written consent in a protocol approved by the Human Research Ethics Board (Health Research) at the University of Alberta. In this study we examined cutaneous reflexes evoked by electrical stimulation of 1) the superficial peroneal (SP) nerve or 2) the sural nerve. Subjects visited the lab on two different occasions, once for each nerve stimulation protocol. The order of presentation of nerve stimulation was randomized across subjects.
Subjects were asked to walk on a motorized treadmill at a self-selected speed (typically between 0.8 and 1.2 m/s). Cutaneous reflexes were elicited during four walking conditions: 1) with the arms free; 2) with the arms free, but while receiving unpredictable anteriorposterior perturbations applied at the waist (AP); 3) with the arms crossed across the chest (arms crossed); and 4) with the arms crossed and receiving unpredictable anteriorposterior perturbations (arms crossed + AP). The order of presentation of the walking conditions was randomized across subjects. The purpose of the anteriorposterior perturbations during walking was to create an environment in which stability was unpredictably challenged. Therefore cutaneous reflexes were not elicited during such perturbations, but rather during periods of steady walking between the perturbations. Subjects were instructed that they were free to grab for safety rails located in front and to the sides (about 45 cm from lateral edge of the arms, about 75 cm in front of the subject) if they felt the need to do so to prevent falling. The purpose for having the arms crossed was to increase the threat of falling, by constraining the arms from assisting in balance recovery. Subjects reported feeling less stable when walking with their arms crossed or during conditions with anteriorposterior perturbations. We interpreted this to indicate that these manipulations achieved the objective of increasing the level of postural threat during walking. Subjects were informed before performing each walking condition as to whether perturbations would be elicited.
A detailed description of the device used for delivering the perturbations can be found elsewhere (Misiaszek and Krauss 2005
). In brief, the perturbations were delivered by cables attached to a belt worn by the subject around the pelvis. From the belt, these cables ran in front and behind the subject to a drum to which a handle is attached. Pushing and pulling this handle caused anterior and posterior perturbations, respectively. A strain gauge placed on the lever arm of the handle was used to indicate when perturbations were applied. The magnitude of the perturbations was roughly 20% of the subjects' body weight. However, because the perturbations were used only to create an unpredictable environment, the magnitude was not specifically controlled. Perturbations were delivered randomly throughout the step cycle, with a frequency of about three to five per minute. This resulted in roughly 50 perturbations delivered for each perturbation walking trial that lasted between 10 and 15 min. The direction of perturbation (anterior vs. posterior) was also randomized.
Nerve stimulation
Cutaneous reflexes were evoked by trains (5 x 1.0-ms pulses at 300 Hz) of isolated constant-current stimulation (Grass S88 stimulator with SIU5 and CCU1 isolation and constant current units; AstroMed) applied to the SP or sural nerve of the right [ipsilateral (ipsi)] leg using flexible 1-cm disposable surface electrodes (A10043 [GenBank] -P; Vermed). Electrodes for the SP nerve were placed in a bipolar configuration on the anterior surface of the leg, near the crease of the ankle joint. The electrodes for sural nerve stimulation were placed on the lateral surface of the ankle, between the lateral malleolus and the Achilles tendon. The intensity of stimulation was set as a multiple of radiating threshold (RT) for each subject, about 3 x RT [actual means (±SE): 2.8 x RT ± 0.12 for SP, 2.9 x RT ± 0.07 for sural], a value at which the stimulus is strong enough to evoke a reflex, yet is not perceived as painful by the subject. Radiating threshold was estimated as the lowest stimulus intensity at which the subject first perceived a clear radiating paresthesia into the innervation area of the nerve (SP: dorsum of foot; sural: lateral margin of the foot and plantar surface of the heel). This threshold value was checked between each walking trial to ensure that the stimulus properties remained similar throughout the experiment.
Stimuli were delivered such that no more than one stimulus was delivered within a single step cycle. Typically, stimuli were separated by about 26 s. Electrical stimuli were delivered at four points throughout the step cycle for SP nerve [contralateral (contra) toe-off, ipsi midstance, ipsi toe-off, and ipsi midswing] and sural nerve (ipsi heelstrike, ipsi midstance, ipsi toe-off, and ipsi midswing). These four points of the step cycle were chosen for the SP and sural nerve stimulation paradigms because they represent critical points in the phase-dependent pattern of modulation observed during walking (Haridas and Zehr 2003
; Zehr et al. 1997
, 1998
). The timing of stimulus delivery was controlled manually by the experimenter to occur near the target points of the step cycle. The experimenter was provided real-time feedback of the accuracy of the stimulus timing within the step cycle by viewing an oscilloscope display of the stimulus pulse along with the foot contact signals. Approximately 40 stimuli were delivered at each point in the cycle and then subsequently screened post hoc to select the stimuli occurring within the appropriate time points. This technique typically resulted in 1530 stimuli being accepted for further analysis for each point in the step cycle for each walking condition (see following text for the method used to screen the timing of the stimuli).
Recording and data acquisition
After shaving, abrading, and cleaning the skin with alcohol, disposable surface electrodes (A10012-60S; Vermed) were placed over the anterior deltoid (AD), posterior deltoid (PD), biceps brachii (BB), triceps brachii (TB), flexor carpi radialis (FCR), and extensor carpi radialis (ECR) of the arm ipsilateral (i) to the stimulation, as well as AD and PD of the contralateral (c) arm. Ground electrodes were placed over electrically neutral tissue. Signals were preamplified and band-pass filtered at 30 Hz to 3 kHz (P511 Grass Instruments, AstroMed). Kinematic data were collected using electrogoniometers (Biometrics) placed across the ipsilateral ankle and elbow, secured with two-sided tape. Foot contact information was obtained from custom-made force-sensitive resistors placed in the soles of the subject's shoes. EMG, kinematic, foot force sensor, stimulation, and perturbation force data were collected at a sampling rate of 1,000 Hz and saved to disk using a custom-written LabVIEW v.5 data-acquisition routine and a National Instruments data-acquisition card (PCI-MIO-16E-4, National Instruments, Austin, TX). Post hoc, the EMG signals were digitally full-wave rectified and then low-pass filtered at 50 Hz (fourth-order dual-pass Butterworth filter), whereas the kinematic signals were low-pass filtered at 50 Hz.
Data analysis
Data analysis for each subject began with the selection of 30 control step cycles for each walking trial (custom-written program, LabVIEW v.5, National Instruments). Control steps were those for which no stimuli were applied and no perturbations occurred. Steps were also not included if a perturbation occurred within the preceding two steps. For each of the control steps, an 1,800-ms data trace was captured starting at heelstrike of the ipsilateral foot and averaged to produce an average control trace. Subsequently, reflex trials were selected and grouped into bins depending on the time at which the stimulus occurred within the step cycle. The four bins for each nerve stimulation protocol were defined as a time window spanning 10% of the average control step-cycle duration, centered at that point in the step cycle (for example, if ipsilateral toe-off for a subject occurred at 56% of the step cycle, then stimuli applied between 51 and 61% of the step cycle were included). Ipsilateral heelstrike represented 0% of the step cycle. Once the stimulus trials were sorted into bins, the data traces were aligned to stimulus delivery and averaged together. The average nonstimulated EMG trace was subtracted from the stimulated average trace, yielding a subtracted evoked EMG trace for each subject (Fig. 1).
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Statistics
Because the arms are moving rhythmically in some conditions and restricted in other conditions, the pattern of muscle activation varied dramatically between conditions. As a result, comparisons were made between tasks in which the arms were either allowed to swing in a natural manner (normal vs. AP) or were crossed in front of the subject (arms crossed vs. arms crossed + AP). This allowed for comparisons between tasks in which the background EMG of the arm muscles was similar (Fig. 2). Statistical analysis was performed using the averaged normalized values for each subject, from each part of the step cycle. For each nerve stimulation paradigm and for each muscle studied, a two-way repeated-measures ANOVA (condition [2] x bin [4]) was used to isolate the sources of variance. Using the experimental error calculated by the ANOVA, planned comparisons were then performed for the reflex amplitudes between the two conditions of comparison at each bin. Similar analysis was performed on both the background EMG and the ankle and elbow joint angles. One-way repeated-measures ANOVAs were also performed on step-cycle durations for the group-averaged data. Statistical significance was set at P < 0.05.
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| RESULTS |
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Background EMG and kinematics
While walking on the motorized treadmill, subjects were asked either to swing their arms in a normal manner (normal and AP conditions) or to cross the arms in front (arms-crossed and arms-crossed + AP conditions). Shown in Fig. 2 is single-subject average background EMG data during the step cycle for the normal (arms swinging; left column) and arms-crossed (right column) walking conditions. The arms-crossed conditions generally displayed relatively tonic EMG activity in some muscles, whereas in the arms-free conditions some muscles displayed phasic modulation. Therefore we compared the background EMG for each muscle between conditions in which the arms were being similarly used. Consequently, comparisons were made between the two conditions only for which the arms were free (normal vs. AP conditions) or between the two conditions for which the arms were crossed (arms-crossed vs. arms-crossed + AP conditions).
There was no main effect of walking condition (P > 0.05) on ipsilateral ankle and elbow angles between tasks of similar arm movement across all subjects. One-way repeated-measures ANOVAs revealed no significant differences (P > 0.05) in step-cycle durations between walking conditions.
Arms swinging rhythmically
When the arms were moving rhythmically (similar to normal walking), middle-latency interlimb cutaneous reflex amplitude values did not show many significant differences between the normal and AP walking conditions. A similar pattern of modulation was observed for each walking condition across the step cycle. Shown in Figs. 3 and 4 are the average middle-latency interlimb cutaneous reflex amplitude values (and corresponding average background EMG values) for muscles in which significant differences between the normal and AP walking conditions were found during the SP and sural nerve stimulation protocols, respectively. The general trend observed was that the reflex amplitude during the AP walking condition was lower than that during normal walking. A good example of this is seen in iECR with SP nerve stimulation (Fig. 3). The only significant difference observed between the two walking conditions in this muscle was observed at ipsi toe-off, where the reflex amplitude was lower during the AP condition than that during the normal walking condition. In contrast, the background EMG activity for iECR was found to be significantly higher at ipsi midswing during the AP walking condition.
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Arms crossed
In contrast to the walking conditions in which the arms were moving rhythmically, there were more significant differences observed between walking conditions in which the arms were restricted from moving (arms crossed). The overall trend observed was higher middle-latency interlimb cutaneous reflex amplitude values for the arms-crossed + AP walking condition, the more unstable of the two walking conditions in which the arms were crossed. Figures 5 and 6 show muscles that displayed significant differences in reflex amplitude values between the two arms-crossed walking conditions with SP and sural nerve stimulation, respectively. The average background EMG values are also displayed. During the SP nerve stimulation paradigm, significantly higher middle-latency reflex amplitude values for the arms-crossed + AP walking condition were observed in iAD at ipsi toe-off, iECR and cPD at contra toe-off, and iFCR at ipsi midswing (Fig. 5). These differences in reflex amplitude were observed despite background EMG levels that were similar between the two conditions. The only significant difference in background EMG activity was observed for iFCR, with the EMG during the arms-crossed + AP condition being higher at ipsi toe-off.
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In addition, a reversal in reflex sign was observed between walking conditions with both nerve stimulation paradigms in the muscles of the wrist. With SP nerve stimulation, reflex reversal was observed in iFCR at contra toe-off and ipsi midswing and in iECR at contra toe-off (Fig. 5). At each of these occurrences, inhibitory middle-latency reflex amplitude values were observed during the arms-crossed condition, in contrast to the facilitatory reflexes for the arms-crossed + AP walking condition. Reflex reversal was also observed during the sural nerve stimulation paradigm, in which iECR displayed a facilitatory middle-latency reflex amplitude value at ipsi heelstrike during the arms-crossed walking condition, which became inhibitory during the arms-crossed + AP condition (Fig. 6). Of the four occurrences of reflex reversals observed between tasks for both nerve stimulation paradigms, two were found to be significantly different (SP nerve: iFCR at ipsi midswing; iECR at contra toe-off). These reflex reversals in the muscles of the wrist were not observed in walking conditions when the arms were not restricted. For these walking conditions (normal, AP), interlimb cutaneous reflexes evoked with SP and sural nerve stimulation were always excitatory.
| DISCUSSION |
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Mechanisms of adaptation
To our knowledge, this study is the first to describe the modulation of interlimb cutaneous reflex amplitude in relation to walking in an environment in which postural stability is challengedthat is, in which the general constraints and requirements of the task (walking) are unchanged, but the context within which the task is performed is altered. Recent work described the influence of walking in such an environment on cutaneous reflexes in the legs (Haridas et al. 2005b
). In the present study, the general finding was interlimb cutaneous reflexes evoked from the foot were facilitated when postural threat was greatest with the arms crossed. In contrast, when the arms were swinging freely, these reflexes were generally suppressed when postural threat was greatest. In subjects during arms-crossed walking conditions, the amplitude of interlimb cutaneous reflexes evoked with both SP and sural nerve stimulation were significantly greater when perturbations were also delivered. This finding was not observed in all muscles recorded, but rather isolated in muscles of the shoulder and wrist. When the arms were allowed to swing freely, the interlimb cutaneous reflexes observed in the muscles of the arms were relatively similar regardless of whether perturbations were delivered. This difference in the influence of postural threat on these reflexes in relation to the task of the arms (free vs. crossed) suggests that similar to previous findings with cutaneous reflexes (Haridas et al. 2005b
), specific interlimb cutaneous reflex pathways are regulated appropriate to the task requirements and context, rather than some generalized reflex adaptation.
Differences in reflex amplitude between walking conditions could be the result of differences in the ongoing EMG activity, which is representative of changes in motoneuronal pool excitability. The significant differences in interlimb cutaneous reflex amplitudes between tasks in which the arms were crossed were generally not associated with differences in the level of ongoing EMG activity. There were only three occurrences in which significant differences between the two walking conditions in both background EMG and reflex amplitude value were observed. For one of these occurrences (Fig. 6: sural nerve; iAD at ipsi midstance), the reflex was facilitated during the arms-crossed + AP walking condition, despite significantly lower-background EMG. For all other changes in interlimb cutaneous reflex amplitude values noted, the background EMG was similar between conditions. This also holds true for the occurrences of reflex reversals noted when the arms were crossed. For example, with SP nerve stimulation, reflex reversals in the muscles of the wrist were observed at points in the step cycle where the corresponding background EMG activity was similar between walking conditions (Fig. 5). Thus the significantly higher interlimb cutaneous reflex amplitudes observed during walking conditions with the greatest postural threat are not simply the result of an increase in ongoing muscle activity.
Reversal of cutaneous reflexes was previously shown during locomotion in the cat (Duysens 1977
; Forssberg et al. 1975
) and human (Duysens et al. 1990
; Van Wezel et al. 1997
; Yang and Stein 1990
). In these studies, there was a reversal in the sign of reflexes in the legs that was dependent on the phase of the step cycle. Cutaneous reflexes in the legs were also shown to undergo reflex reversals between different tasks. Komiyama et al. (2000)
reported that during standing, inhibitory cutaneous reflexes were predominant in contrast to mainly facilitatory reflexes observed during walking. To our knowledge, this is the first study to report reversal of interlimb cutaneous reflexes that are dependent on the level of postural threat (i.e., context dependency) during walking. In previous studies, phase-dependent cutaneous reflex reversals occurring in the legs during cat locomotion were attributed to parallel inhibitory and excitatory pathways to motoneurons (Andersson et al. 1978
; Duysens 1977
). Similarly, DeSerres et al. (1995)
suggested the cutaneous reflex reversal observed in tibialis anterior during human locomotion might be the result of a shift in the weighting of parallel excitatory and inhibitory pathways from cutaneous afferents to the motor units of the muscle. A comparable mechanism is suggested for the context-dependent reflex reversal noted in the present study.
The results of the present study suggest specific regulation of interlimb cutaneous reflex pathways in a task-dependent manner as opposed to a generalized change in reflex excitability. Cutaneous reflexes in the muscles of the arms were previously shown during rhythmic movements such as arm cycling (Zehr and Kido 2001
) and human walking (Zehr and Haridas 2003
). Zehr et al. (2004)
suggested that these reflexes found in the muscles of the upper extremities are under the control of a central pattern generator (CPG). However, the similar pattern of phase-dependent interlimb cutaneous reflex modulation between walking conditions suggests it is unlikely that the differences in interlimb cutaneous reflex amplitude values observed between walking conditions arise from differential CPG control of reflex pathways. The specific regulation of interlimb cutaneous reflex pathways could be mediated by descending sources such as the corticospinal tract because cutaneous reflexes in the muscles of the leg during walking were previously shown to be facilitated with cortical stimulation (Pijnappels et al. 1998
). The transmission of interlimb cutaneous reflexes may partially involve propriospinal projections connecting the upper and lower limbs (Zehr et al. 2001
). In addition, the latency range (80120 ms) in which these reflexes were observed allows for a supraspinal transmission of these responses (Christensen et al. 1999
; Nielsen et al. 1997
). Therefore it is likely that supraspinal effects contribute to the task-related modulation of interlimb cutaneous reflexes observed in this study.
In the present study, interlimb cutaneous reflexes were elicited by delivering electrical stimulation to nerves in the foot to subjects while they walked under varying levels of postural threat. During the sural nerve stimulation protocol, compared with SP nerve stimulation, more significant differences in reflex amplitude between tasks in which the arms were allowed to swing freely were observed. This observation may serve as an example of nerve specificity, which was previously reported (Komiyama et al. 2000
; Van Wezel et al. 1997
; Zehr et al. 1997
). The suggested nerve specificity reported herein may be explained by the innervation area of the nerves stimulated. The sural nerve innervation area includes a portion of the plantar surface of the heel. Sensory information from this region of the foot may contribute to regulation of foot placement (Kostov et al. 1999
), which would be important when walking in an unstable environment and therefore be regulated in a context-dependent manner. In contrast, the innervation area of the SP nerve provides sensory information from the dorsum of the foot, which may not be of functional relevance in the current experimental context. It may be that more context-related perturbations (i.e., at the dorsum of the foot) could affect reflexes elicited with SP nerve stimulation to a greater extent than observed in the present study.
Evidence of a functional role for interlimb cutaneous reflexes?
In contrast to the walking conditions in which the arms were swinging freely, there were considerably more significant differences between the arms-crossed and arms-crossed + AP walking conditions. This was observed for both SP and sural nerve stimulation. One possibility for the difference noted may be the different number of muscles that are active for each arm position. As shown in Fig. 2, more muscles are active when the arms are crossed, in contrast to when the arms are allowed to swing rhythmically. The greater number of muscles in the arms being activated would increase the probability of interlimb cutaneous reflexes being elicited because cutaneous reflexes generally require activity in the muscles to be expressed. Consequently, there is a greater likelihood of observing task-dependent differences in reflex amplitudes.
Interlimb cutaneous reflex amplitudes were generally facilitated for the arms-crossed + AP walking condition compared with the arms-crossed condition (Figs. 5 and 6), and these differences were observed primarily in the muscles of the shoulder girdle and wrist. In contrast, there was a general suppression of interlimb cutaneous reflexes while the arms were swinging rhythmically, where during the AP walking condition these reflexes were suppressed compared with normal walking (Figs. 3 and 4), observed primarily in the muscles of the wrist. This trend in reflex amplitude resulting from the task of the arms may be indicative of a functional role for the interlimb cutaneous reflexes observed. When the arms are allowed to swing rhythmically, they are available to contribute toward any needed corrective responses in response to a perturbation. Furthermore, because the arms are allowed to move freely, there are multiple strategies in which they may be used to participate in a corrective response. The diversity of options available to execute a corrective response (e.g., reaching for safety rails around the treadmill) may lead to increased variability, which may contribute to the lack of significant differences observed between the normal and AP walking conditions. This may be particularly true for the muscles of the shoulder girdle, which may be more relevant for executing a gross movement of the arm related to regaining stability. This variability with the arms swinging freely is similar to findings by Misiaszek (2003)
, who noted inconsistent responses in the muscles of the arms between subjects in response to perturbations received during walking.
In contrast, having the arms crossed in front of the body limits their contribution to assisting in any corrective responses. To use the crossed arms for maintaining stability during walking, all subjects would have to first uncross them regardless of the next course of action. This standardization of arm use, at least initially, may account for the more consistent results across subjects and the changes noted. It follows that the higher interlimb cutaneous reflex amplitudes observed bilaterally in the muscles of the arms during the arms-crossed + AP condition may serve to assist in a coordinated corrective response, such as uncrossing the arms to allow a reaching movement toward the safety rails positioned around the treadmill. The significantly higher reflex value in iTB during sural nerve stimulation could also contribute in an uncrossing and reaching response. In addition, the higher interlimb reflex values in the muscles of the wrist could facilitate in a guided reaching response toward a stable support.
| GRANTS |
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| ACKNOWLEDGMENTS |
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| FOOTNOTES |
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Address for reprint requests and other correspondence: J. E. Misiaszek, Department of Occupational Therapy, Sensory-Motor Research Laboratory, 2-64 Corbett Hall, University of Alberta, Edmonton, AB, Canada T6G 2G4 (E-mail: john.misiaszek{at}ualberta.ca)
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