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    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>The Big Picture of UX is Missing in Scrum Projects</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Marta Kristín Lárusdóttir</string-name>
          <email>marta@ru.is</email>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Åsa Cajander</string-name>
          <email>asa.cajander@it.uu.se</email>
          <xref ref-type="aff" rid="aff3">3</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Jan Gulliksen</string-name>
          <email>jangul@kth.se</email>
          <xref ref-type="aff" rid="aff2">2</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>ACM Classification Keywords</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>H.5.2. User Interfaces-User-centered design. General</institution>
          ,
          <addr-line>Terms: UCSD, Design, Human Factors.</addr-line>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>Reykjavik University</institution>
          ,
          <addr-line>Menntavegur 1, 101 Reykjavik</addr-line>
        </aff>
        <aff id="aff2">
          <label>2</label>
          <institution>Royal Institute of Technology</institution>
          ,
          <addr-line>Lindstedsv. 3, 10044 Stockholm</addr-line>
        </aff>
        <aff id="aff3">
          <label>3</label>
          <institution>Uppsala University</institution>
          ,
          <addr-line>Box 337, 751 05 Uppsala</addr-line>
        </aff>
      </contrib-group>
      <abstract>
        <p>The Scrum development process has gained increasing popularity during the last decade. At the same time user experience (UX) has emerged as an important quality feature. However, the integration of UX related activities into Scrum projects has not been without problems, and this area needs to be further examined. This paper describes the results from two in depth interviews with knowledgeable UX specialists working in Scrum projects in the product development industry. It describes their ways of working generally with UX, their experiences from UX evaluations and the challenges encountered from their UX work. The main concern when working with UX in Scrum projects is that the big picture of UX is often lacking. Finally, the paper discusses the differences and similarities between the experiences from the UX specialists.</p>
      </abstract>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>-</title>
      <p>
        INTRODUCTION
The international standard ISO 9241-210 defines user
experience as: "a person's perceptions and responses that
result from the use or anticipated use of a product, system
or service" [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ]. The standard extends the concept of
usability from the ISO 9241-11 standard in several ways
[
        <xref ref-type="bibr" rid="ref7">7</xref>
        ]. User experience (UX) deals with much more than the
effectiveness and efficiency that is the main focus of
usability measurements. UX addresses satisfaction in its
widest possible application, from the hedonic feelings about
a product before it has even been unpacked to the feelings
raised that goes far beyond the very task-oriented nature of
the usability focus.
      </p>
      <p>
        In software development the need to focus on UX keeps
increasing as products and services become more
competitive and need to function in a much broader context
than previously. Recently development processes of a more
agile nature have emerged that put emphasis on team work
and production rather than on structure and documentation.
One of the most popular agile software development
processes is Scrum [
        <xref ref-type="bibr" rid="ref14">14</xref>
        ]. Many people associate Scrum with
UX, but there is nothing in the process saying that user
experiences are taken into considerations automatically.
Hence the need to study how Scrum development projects
address and manage user experience and the development
of effective and agile ways of addressing usability and UX
is much sought after.
      </p>
      <p>User Experience Measures and Evaluation
Researchers agree that UX is a complex concept, including
aspects like fun, pleasure, beauty and personal growth. UX
focuses on the more emotional aspects of user interactions,
shifting the focus on how the users feel while and after
using the software, the sensation, and the meaning as well
as the value of such interactions in everyday life.
Evaluating the UX has been a challenge for IT
professionals.</p>
      <p>
        UX is described by Hassenzahl as having pragmatic and
hedonic attributes [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ]. The pragmatic attributes are task
related. The main two pragmatic attributes are ease-of-use,
described by effectiveness and efficiency and usefulness,
described by words like clear, supporting and controllable.
The difference of usability and UX measures has been
discussed extensively, especially the difference of user
satisfaction and UX [
        <xref ref-type="bibr" rid="ref11">11</xref>
        ]. One of the main discussion topics
is that user satisfaction is more quantitative and UX is more
qualitative. Moreover, it has been pointed out that usability
measures may hint to a particular problem and sometimes
to a solution of it, whereas UX measures are more general.
According to Law, this makes the usability measures more
useful and persuasive for the IT professionals [
        <xref ref-type="bibr" rid="ref11">11</xref>
        ].
Many methods have been suggested to evaluate the
different aspects of UX. The usage of 96 UX evaluation
methods in various software development activities was
studied in a recent study [
        <xref ref-type="bibr" rid="ref20">20</xref>
        ]. The methods were analyzed
according to at what stage in the development process the
method could be used. Most of the methods could be used
in the implementation and testing stages, and around
onethird could be used either in requirements analysis or design
stages.
      </p>
      <p>
        UX in Scrum Projects
The agile process Scrum has gained popularity in the
software industry in the Nordic countries in recent years.
One third of IT professionals in Iceland used this process in
2009 [
        <xref ref-type="bibr" rid="ref9">9</xref>
        ]. In Scrum, self-organizing and well compounded
teams are emphasized, typically with six to eight
interdisciplinary team members [
        <xref ref-type="bibr" rid="ref14">14</xref>
        ]. In Scrum, the projects
are split up in two to four week long iterations called
sprints. At the end of each sprint, a potential shippable
product is delivered to the customer, meaning that it should
be functioning for the users.
      </p>
      <p>
        The Scrum development process has been criticized for not
involving real users in the software development and for
not adequately addressing their usability needs [
        <xref ref-type="bibr" rid="ref15">15</xref>
        ]. One of
the main conclusions in an extensive literature survey on
the integration of the end user needs into agile processes is
that these have not yet been sufficiently included in the
agile development processes [
        <xref ref-type="bibr" rid="ref17">17</xref>
        ]. Because of the short
sprints and the emphasis on completing a particular part of
the software during each sprint, the IT professionals do not
have much time in their development for involving users
and for conducting UX evaluation [
        <xref ref-type="bibr" rid="ref10">10</xref>
        ].
      </p>
      <p>
        Some researchers have suggested that some human-centred
activities are conducted before the actual implementation in
the project starts in order to address usability from a more
holistic perspective. This is also the method used in the
organization described by Sy [
        <xref ref-type="bibr" rid="ref18">18</xref>
        ] where a strategic phase
before the project begins, contains specified human-centred
activities to understand the context of use for example.
Additionally, other researchers have recommended that
activities related to UI design should be performed before
the actual implementation starts [
        <xref ref-type="bibr" rid="ref21 ref4">4, 21</xref>
        ].
      </p>
      <p>METHOD
This workshop paper presents the experiences that two
much knowledgeable UX specialists had from integrating
UX evaluation into Scrum projects. These two UX
specialists were interviewed in a large interview study
focusing on the integration of a wider concept, namely User
Centred Design in Scrum practice made in 2010. For the
purpose of this workshop paper these interviews
haveconseque been re-examined for data regarding UX
evaluation and Scrum and these two interviews were found.
The two interviews were semi-structured and an interview
template was used. The interviews were carried out on site
and lasted for about an hour. Two researchers conducted the
interviews. One researcher was taking notes and the other
asked the questions. The interviews have been transcribed
verbatim. The quotations provided in the text are however
not always verbatim, but sometimes slightly rephrased in
order to be more readable and representative.</p>
      <p>
        In the data analysis three predefined categories were used,
as described for example by Silverman [
        <xref ref-type="bibr" rid="ref16">16</xref>
        ]. The categories
are: 1) The UX specialists way of working, 2) their remarks
on UX evaluation and 3) the challenges they have
encountered when working with UX and Scrum. The
interviews were read through and coded by two researchers
according to the predefined categories. The writing of this
workshop paper was also a part of the analysis. Data was
discussed and interpreted as a part of the writing like in
Wolcott [
        <xref ref-type="bibr" rid="ref22">22</xref>
        ].
      </p>
      <p>The male UX specialist is a 46 years old man who has 13
years of experience from working in different consultant
companies. In his present employment he works for one of
the largest IT companies in the Nordic countries with about
10 000 employees and 14 000 customers. His job title is
usability designer, and he holds a PhD in Human Computer
Interaction with the focus of adding a usability and user
experience perspective in software development. He has
worked with the integration of Scrum and UX in several
different projects in industry. These projects range from
"public interfaces to internal systems" but his main focus
during the last years has been on public applications.
The female UX specialist is a 35 years old woman with a
Master-degree in media technology science with the
specialization towards human computer interaction and
sound. She has worked in industry for four years. Her
present employer is a large Swedish product development
company founded in 1994. The company has offices in
eight countries and clients from all over the world. During
her four years as a UX specialist she has made much
progress in her company, and she has managed to establish
UX as a core activity. Her formal role is a user experience
manager, and she is in the middle of a process to hire ten
members for a UX team where she will be the manager.
The products she is working on are adaptable custom
products related to social media and the web.</p>
      <p>RESULTS
In this section the experiences made by the UX specialists
are presented. Each person’s experience is categorized
according to the three predefined categories: Ways of
working, experience from UX evaluations in Scrum and
challenges encountered. The experiences that each person
has had are presented separately with the help of quotations
from the interviews.</p>
      <p>
        The Male UX Specialist
Way of Working – Importance of UX vision
The male UX specialist describes that the strategic vision of
the product is very important for him and that he uses that
as a starting point in his work with prototypes in the
development: “What I usually do when I work with
products like this is to look at the vision. The strategic
vision for the product is stated and then I describe that in
terms of prototypes and develop it from that. So usually I
work both on a strategic level and in the actual production
(in the development of the product). “
The UX specialist explains that his way of working is an
adaptation of his UX work made for Scrum. The strategic
vision and the UX goals are necessary to define before the
actual project starts, ie before the sprints, but also to have in
mind during the whole project when defining what to do in
the different sprints. He stresses that he and the team work
with the UX vision before the project as well as during the
project and that the vision and the development work needs
to run in parallel.“We work in the strategic level usually
both before the sprints, before the project starts, but also
during the project you need to both develop a vision to get
the big picture, basically about the whole user experience
and then from here we can decide that okay here’s a chunk
of work that needs to go into production. Then it goes into
the Scrum project. It’s not like first we do a lot of work
beforehand and then suddenly the project starts and we do
nothing more. Because I think it needs to be developed in
parallel.”
When asked about if he is a member of the team or outside
a team he answers: “A bit of both. I was a member of the
teams, but at the same time I become more, almost like,
since I worked more on the requirements part of the
development I was a bit of both, you need to be both on the
requirement side and also part of the actual production to
make it work.”
The UX specialist explains this double role of the
development of the vision before the project, and the use of
the vision in the development: “You need to get the big
picture, but you also need to be involved in the actual
production to be sure of that what’s actually produced is
what was decided on in the first place.“
UX Evaluation – Common Understanding is Vital
When asked about how the UX is evaluated the UX
specialist explains that a common understanding of the UX
experience is crucial in Scrum projects since he is often not
directly involved in the work during the sprints. Hence, he
often has meetings before the sprints with developers and
testers to set the requirements together, and to decide what
to include in the different sprints. The goal of these
meetings is to have a common understanding in the team
regarding the product and the UX. Note that the UX
specialist uses the word testing while he is actually is
talking about evaluation of the user interface.“When you
have the vision clear, you can make sure that this user
requirement is going to be implemented in this sprint and
before the sprint starts you make sure that all the detailed
requirements are set. And then we walk through it. The
detailed requirements are something that we do together,
some members of the team, and make sure that they are in
place before the actual sprint starts. And we usually have
meetings together with some developers and testers. The
testers can make sure that they have the test cases in place
based on this. Developers can make sure that they know
what to do before the sprint starts. And then during the
sprint you can be there for ad hoc discussions when a case
needs to be straightened out. But most of the work is done
before the sprint starts and some of the work is done during
the sprint. Then of course when they (the team) have
something to show, you can actually test it by walking
through it yourselves.”
The UX specialist explains the importance of doing UX
evaluation before the actual development starts in order to
have a good vision of the UX experience during the
project:“I think it’s more important to do user testing
before production (development) starts and then every now
and then on the actual products to make sure.”
The UX specialist stresses the importance of doing UX
evaluations on big chunks of functionality when working in
Scrum projects. He maintains that doing tests on small
pieces of functionality is unimportant, as it is the big picture
that adds to the UX. The timing of the UX evaluations
depends on the progress in the project, and in his
experience user tests should be done as soon as there is
enough to evaluate. He describes the timing of user
evaluation by saying:“That could be anytime when you
have a decent chunk of functionality to test. Again this is
because I think it’s more important for us as usability
people to test the big picture, to get the full, it’s not like
okay I know we are able to log in, but it’s not so
interesting; the interesting part is when you have the big
picture in place. And then you can test maybe a number of
things at the same time.”
Challenges Encountered –UX vision Difficult to Maintain
The UX Specialist describes that despite his work and
experience with the UX vision it is especially difficult to
get an overview of the UX in Scrum projects:“The
drawback in Scrum is that it’s so feature oriented and the
problem is that you don’t have a big picture of the whole
user experience.”
The UX specialist describes the challenge further, and
maintains that the Scrum process that focuses on delivering
small pieces of functionality suits most programmers
perfect. The programmers have a responsibility to deliver a
small piece of the software, but they often do not feel
responsible for the UX or the whole system:“I guess for a
programmer it’s perfect to get a small piece of work that
you can work on and deliver. But the problem is that there
is now no one that actually is responsible for putting this
piece of functionality into the big picture. So there is no one
responsible for the actual full user experience. That’s the
problem.”
The UX specialist describes that it can be difficult to
maintain the UX vision in Scrum projects: “After a while
you have added so many features that you don’t know
where to put them anymore. And if you don’t have the
vision clear in your head or on paper it’s starting to get
quite difficult to know what to do with this piece of
functionality and then you do something, just to squeeze it
in. And that’s the reason for that I think it’s so important to
do a thorough pre-study before prototyping and testing.
Because if you have that it’s so much easier to prioritize
and say okay say that from this vision we have decided to
do this piece now and that piece then. At least we know
where it all fits in. And then of course this vision will
change all the time, because the market changes or
whatever. But still you can work on the vision then and
know where to put the pieces.”
The Female UX Specialist
Way of Working – UX is a Part of the Whole Project
The second UX specialist explains her way of working and
it is noticeable that she works together with developers as
well as managers, in other words she is both working in and
outside the development team. She does different kinds of
UX activities throughout the project:“Right now I’m a user
experience manager. Basically it’s the role of an
interaction designer, but I don’t do the visual design at all.
We have designers doing that. My main part is to come up
with low-fi prototypes and wireframes and stories and those
kind of things. I’m looking at the information architecture,
the interaction architecture and then I handle it over to
people who design them and implement them. In the end I
also do testing as well and I take care of the focus group.”
The specialist also explains how she prepares her work. She
works in a very strategic way and influences the people that
have informal power in the project. She sees to it that her
solutions are presented to the developers by someone they
listen to, and she does not do the presentation
herself:“When I come up with a solution I don’t do it
myself. I always consult their leaders. You pick the
developer that they are listening to. You kind of work
around with them (the development leaders), then they are
the ones telling the developers that this is technically
possible and it suits our platform and it’s definitely best
way to go.”
The UX specialist explains further that in her experience
the UX activities need to be a part of the whole project,
from idea to testing and the UX people need to work in
parallel to the developers:“Right now the company is really
focusing on user experience and have that as a mission to
enhance it and provide, well as they say in the business
goal, the business strategy to have an exceptional user
experience so we’re going from a team of one (me) to ten
people I think… we’re going to have a team, user
experience team that I’m going to be managing with I think
three interaction designers, two web designers and four
developers as well. Because we want the whole chain. We
don’t want interaction focusing on one thing and then
handing it over to development, and then implementing and
then testing. We want it to be within the same team, all the
expertise.”
The UX specialist explains the motivation for this change is
that the company is selling UX rather than features:“The
company has noticed that it makes money. I think that’s the
main force. I think they were selling features, now they are
selling experience rather than features.”
UX Evaluation – The Value of Social Skills
The UX specialist describes the UX evaluation of one
particular feature, and explains that most of the evaluation
was done in pre-studies. Note that the UX specialist uses
the word testing while she actually is talking about
evaluation of the user interface: “We just did a huge task
and we worked for three weeks doing the prototypes and
testing the prototypes and those kind of things, before the
development actually started. I started small defining it and
then we tested out and then we came up with a concept and
we presented it for developers and the product managers.
This is what we think it should look like, feel like, these
features are what we need in this system to be able to
support it and all the motivation around the concept. Then
we changed it a little bit then we got that input.”
The UX specialist describes that often she gives feedback to
the developers. Here it is noticeable that this UX specialist
manages to give severe critique to the developers without
them becoming really irritated. Sometimes they react when
she gives comments, but she manages to solve the situation
by joking and smiling. In the following the UX specialist
describes how she managed to keep good attitude in the
team:“My bosses are saying you’re too diplomatic. You
should be more strict. You should point with your hand and
say this is wrong. But I don’t believe in that. I’ve gained
respect from not doing that, so that’s what I’m telling them.
If I had come in and starting doing that in the beginning, I
mean I don’t think it would work but right now you know
they (the developers) don’t feel threatened. It’s been more
of collaboration and I’ve told them that this is how I am as
a person as well. I could have pointed and said do it like
this. It’s a give and take.”
Furthermore, the UX specialist describes a very informal
approach to UX evaluation where paper prototypes are
used. She usually tests her paper prototypes on developers
working in the company, and invites users over lunch to
make them evaluate the prototype:“We tested these
prototypes in-house and with two contacts outside the
company that I can test quickly with because they know who
I am. Then it’s a little bit more simple to say like: ‘Hey let’s
take a lunch and you can come here and test the product,
rather than making such a big deal out of it. Because it’s
just a paper-prototype so it’s quite hard to get people
motivated to come here and assign an hour and leave their
job.” “I think that’s the biggest struggle that we have
getting people motivated.”
Challenges Encountered –Timing of UX Evaluation is Hard
The UX specialist explains that it is hard to find a good
timing for the UX evaluation in Scrum. She explains that
evaluation too early in the project is difficult since the
different features are too small to be relevant to evaluate the
full user experience with users. If sufficient amount of
features have been developed to evaluate then it is difficult
to make large changes on the product because some parts of
it have already been delivered to the customers and there is
little time to evaluate the remaining part before the delivery.
She explains: “When one back-log item (user requirement)
is done you can’t really test that separately. Because it’s
just a component within the whole feature you know. So
that’s really a little bit hard because then you have to wait
for all the components to be ready and that can take, it took
two months I think to get it ready and then I could test it
again. But then you can just tweak it a little bit, you can’t
do big changes there.”
DISCUSSION
The Big Picture of UX is Missing in Scrum Projects
Both our UX specialists mention that Scrum is feature
oriented. One of them stresses that a consequence of this
characteristic is that the big picture of the user experience is
often missing in Scrum projects. One of their challenges is
to keep their vision of the user experience of the whole
software, while small pieces of the software are developed
in each sprint. Salah et al. [
        <xref ref-type="bibr" rid="ref13">13</xref>
        ] argue that the HCI
community and agile community do not share the same
understanding of how much design and how detailed it
needs to be before the actual implementation starts. The
agile developers argue that UX designers want “big design
up front”, meaning that the design needs to be complete and
documented, but UX design iterative in nature [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ]. The
developers’ concern is that the requirements will change so
much, so designing big parts of the software up-front will
be a waste of time because some parts of the design will
never be used. Successful projects that have significant user
interaction have found that some level of design is
necessary before the implementation [
        <xref ref-type="bibr" rid="ref19">19</xref>
        ]. It has also been
argued that the fundamental requirements from the users do
not change that substantially, so designing the fundamental
user interaction up-front will not be a waste of time [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ]. A
vision of the user experience needs to be made before the
implementation starts, but it needs to be iterated during the
whole Scrum project, like one of our UX specialists
stresses. It seems like the HCI and the agile communities do
not agree on how much and how detailed design is needed
before the actual implementation starts.
      </p>
      <p>
        Designing One Sprint Ahead of Implementation
Both our informants describe the need of designing the user
experience some days before the implementation of one
particular feature starts. Some researchers have suggested
this [
        <xref ref-type="bibr" rid="ref12 ref13 ref18">12,13,18</xref>
        ] but there is a conflict in their guidelines on
when the design and evaluation of the user interface should
take place. Sy et al. suggests that design happens one sprint
ahead the implementation and the evaluation one sprint
after the implementation [
        <xref ref-type="bibr" rid="ref18">18</xref>
        ], but Salah et al. suggest that
the particular UI is designed two sprints before
implementation and evaluated one sprint ahead [
        <xref ref-type="bibr" rid="ref13">13</xref>
        ]. Both
our informants seem to design and evaluate before the
implementation of particular feature. One our UX specialist
in our study stresses that getting a clear vision of the user
experience at the very beginning of a project is vital. When
designing during the project the UX specialist uses the
vision as a reference point. If requirements change the
vision is changed too. It is also noticeable that low fidelity
prototypes are used by the UX specialist as a means to
evaluate UX early on in the project.
      </p>
      <p>
        The Collaboration - UX Specialists and the Team
Both our informants believe that UX specialists need to
work closely with the developers. It has been suggested that
the UX design should happen in a parallel track to the
development track [
        <xref ref-type="bibr" rid="ref12 ref13 ref18">12,13,18</xref>
        ]. Still, the UX specialists
should view themselves as a part of the team because the
team needs to include everyone necessary to go from idea
to implementation [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ]. According to our informants the real
life situation is not necessarily as black and white as
described in the literature. They describe their roles as
being both in and outside the development teams. Our
informants use informal ways of collaborating with the
developers, like what is practiced in general in agile
development. Both our UX specialists stress that
maintaining good co-operation with the developers is vital.
It is also noticeable that the UX specialists do only mention
a few documents in their way of explaining their work. It
seems that most collaboration is informal and oral.
Responsibility for UX in Scrum is Complex
One of our UX specialists explains the big picture of UX is
missing also because of the lack of responsibility for UX in
Scrum projects. One interesting aspect in software
development is defining the responsibility for particular
activities. Responsibility here may refer to either the state
of having a duty to deal with something, or the state of
being accountable or to blame for something. This can be
seen as either a rule based view of responsibility, or a
consequence based view, as in Gotterbarn [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ]. This problem
can also be found in other system development processes,
as is reported in Boivie et al. [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ]. The notion of
responsibility for UX is closely related to discussions of
responsibility generally in social science in relation to
groups. Here phenomena such as “the diffusion of
responsibility” and the notion of “somebody else’s
problem” are interesting to investigate. Diffusion of
responsibility is a social phenomenon, which might occur,
in larger groups, where no one in the group takes
responsibility for phenomena. When a task is placed before
a group of people, there is a tendency for each individual to
assume someone else will take responsibility for it—so no
one does. This is a negative outcome that might occur in
groups where responsibility is not clearly assigned.
Previous research in the area have indicated that the
diffusion of responsibility might have negative effects in
systems development [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ].
      </p>
      <p>CONCLUSION
It is hard to make any general conclusions from our study
because we only analysed the interviews with two UX
specialists. Still, it can be concluded that working on
projects using the software development process Scrum
affects the UX specialists’ way of working and their
possibilities to conduct UX evaluation. Furthermore, the
challenges that these two UX specialists are facing while
planning, conducting and describing the results of UX
evaluation are considerably affected by the overall values of
Scrum especially that Scrum is feature oriented, and
informal co-operation in the team is emphasised.
ACKNOWLEDGMENTS
We would like to thank COST Action IC0904, Twintide,
for the financial support that they have provided. Also, we
would like to thank the two informants in the study that
took their time to participate.</p>
    </sec>
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