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w w w . r e u m a t o l o g i a . c o m . b r

REVISTA

BRASILEIRA

DE

REUMATOLOGIA

Review

article

Occupational

therapy

in

rheumatoid

arthritis:

what

rheumatologists

need

to

know?

Pedro

Henrique

Tavares

Queiroz

de

Almeida

a,∗

,

Tatiana

Barcelos

Pontes

a

,

João

Paulo

Chieregato

Matheus

a

,

Luciana

Feitosa

Muniz

b

,

Licia

Maria

Henrique

da

Mota

b

aUniversidadedeBrasília,Brasilia,DF,Brazil

bHospitalUniversitáriodeBrasília,UniversidadedeBrasília,Brasília,DF,Brazil

a

r

t

i

c

l

e

i

n

f

o

Articlehistory:

Received11April2014 Accepted10July2014

Availableonline28November2014

Keywords:

Rheumatoidarthritis Rehabilitation

Activitiesofdailyliving Occupationaltherapy

a

b

s

t

r

a

c

t

Interventionsfocusingoneducationandself-managementofrheumatoidarthritis(RA)by thepatientimprovesadherenceandeffectivenessofearlytreatment.Thecombinationof pharmacologicandrehabilitationtreatmentaimstomaximizethepossibilitiesof inter-vention,delayingtheappearanceofnewsymptoms,reducingdisabilityandminimizing sequelae,decreasingtheimpactofsymptomsonpatient’sfunctionality.Occupational ther-apyisahealthprofessionthataimstoimprovetheperformanceofdailyactivitiesbythe patient,providingmeansforthepreventionoffunctionallimitations,adaptationtolifestyle changesandmaintenanceorimprovementofpsychosocialhealth.Duetothesystemic natureofRA,multidisciplinaryfollow-upisnecessaryforthepropermanagementofthe impactofthediseaseonvariousaspectsoflife.Asamemberofthehealthteam, occupa-tionaltherapistsobjectivetoimproveandmaintainingfunctionalcapacityofthepatient, preventingtheprogressionofdeformities,assistingtheprocessofunderstandingand cop-ingwiththediseaseandprovidingmeansforcarryingouttheactivitiesrequiredforthe engagementoftheindividualinmeaningfuloccupations,favoringautonomyand indepen-denceinself-careactivities,employment,educational,socialandleisure.Theobjectiveof thisreviewistofamiliarizetherheumatologistwiththetoolsusedforassessmentand interventioninoccupationaltherapy,focusingontheapplicationoftheseprinciplestothe treatmentofpatientswithRA.

©2014ElsevierEditoraLtda.Allrightsreserved.

Institution:FaculdadedeCeilândia–CourseofOccupationalTherapy;HospitalUniversitáriodeBrasília–Rheumatology–Outpatient ClinicofEarlyRheumatoidArthritis.

Correspondingauthor.

E-mail:pedroalmeida.to@gmail.com(P.H.T.Q.deAlmeida).

http://dx.doi.org/10.1016/j.rbre.2014.07.008

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Terapia

ocupacional

na

artrite

reumatoide:

o

que

o

reumatologista

precisa

saber?

Palavras-chave:

Artritereumatoide Reabilitac¸ão

Atividadescotidianas Terapiaocupacional

r

e

s

u

m

o

Intervenc¸õesvoltadasparaaeducac¸ãoeoautogerenciamentodaartritereumatoide(AR) pelopacienteaumentamaadesãoeaeficáciadaabordagemprecoce.Acombinac¸ãode trata-mentomedicamentosoetratamentodereabilitac¸ãovisaapotencializaraspossibilidadesde intervenc¸ão,retardaroaparecimentodenovossintomas,reduzirincapacidades,minimizar sequelasereduziroimpactodossintomassobreafuncionalidadedopaciente.Aterapia ocupacionaléumaprofissãoda áreadasaúdequeobjetivaamelhoriadodesempenho deatividadespelo pacienteefornecemeiosparaaprevenc¸ãodelimitac¸õesfuncionais, adaptac¸ãoamodificac¸õesnocotidianoemanutenc¸ãooumelhoriadeseuestadoemocional eparticipac¸ãosocial.DevidoaocarátersistêmicodaARoacompanhamentomultidisciplinar énecessárioparaoadequadomanejodoimpactodadoenc¸asobreosmaisdiversosaspetos davidadopaciente.Comomembrodaequipedesaúde,oterapeutaocupacionalobjetiva amelhoriaemanutenc¸ãodacapacidadefuncionaldopaciente,preveniroagravamentode deformidades,auxiliaroprocessodecompreensãoeenfrentamentodadoenc¸a,fornecer meiosparaasatividadesnecessáriasparaoengajamentodoindivíduoemocupac¸ões signi-ficativas,favorecersuaautonomiaeindependênciaematividadesdeautocuidado,laborais, educacionais,sociaisedelazer.Oobjetivodestarevisãoéfamiliarizaroreumatologistacom asferramentasdeavaliac¸ãoeintervenc¸ãousadasnaterapiaocupacional,comenfoquena aplicac¸ãodessesprincípiosparaotratamentodepacientescomdiagnósticodeAR.

©2014ElsevierEditoraLtda.Todososdireitosreservados.

Introduction

Rheumatoidarthritis(RA)isasystemicautoimmunedisease characterizedbyimpairmentoftheperipheraljoints, espe-ciallyhandsandfeet.1Aprevalenceofuptothreetimeshigher

amongwomen isobserved,withincreasingincidenceafter

theageof25years,withgreaterinvolvementofpopulations between35and55years.2

AlthoughthereisnoconsensusontheetiologyofRA,itis observedthatthecombinationofinflammationandsynovial hypertrophy favor cartilage and bone destruction, promot-ingjointdamageandinstability,3predominantlyaffectingthe

joints ofthe wristand metacarpophalangealand proximal

interphalangealjointsofupperlimbs.4Forthesereasons,the treatmentofpatientsdiagnosedwithRAshouldbestartedas soonaspossible,aimingtoreducetheinflammatoryactivity ofthediseaseandeventoobtainremissionofsymptoms.5

Despite advances in the pharmacological treatment

achieved in the last 30 years, especially with the advent ofdisease-modifying anti-rheumatic drugs (DMARDs),6 the

chronicity of RA implies interventions aimed to the

edu-cation and self-management of the disease to favor the

treatment,increasingtheadherenceandeffectivenessofan earlyapproach.7,8

The combination of drug treatment and rehabilitation

therapyaimstomaximizethepossibilitiesofintervention,9 delaytheonsetofnewsymptoms,reducedisability,minimize sequelaeanddiminishtheimpactofsymptomson function-alityofthepatient.10,11

Occupationaltherapy(OT)isahealthcareprofessionwhich aimsatimprovingtheperformanceofactivitiesbythepatient, providingameansforthepreventionoffunctionallimitations,

adaptationtolifestylechangesandmaintenanceor improve-mentofhis/heremotionalstateandsocialparticipation.12

Theaimofthisreviewistofamiliarizetherheumatologist withtheassessmentandinterventiontoolsusedin occupa-tionaltherapy,focusingontheapplicationoftheseprinciples tothetreatmentofpatientsdiagnosedwithRA.

Multidisciplinary

treatment

practice

of

occupational

therapy

DuetothecharacteristicjointimpairmentofRA,the function-alityofthepatientisreducednotonlybythepainfulcondition, but alsobythosemotorconstraintsassociated.13 The diffi-cultyinperformingdailytasksisoneofthemaincomplaints ofpatientswiththedisease14,15causingrestrictionsinmostof theirareasofperformance16:fromsimpleactivitiesrelatedto self-careandhomemaintenancetocomplexworktasks,the patientpresentslimitationsindoingmanyofhis/heractivities ofdailyliving(ADLs).17

Itisobservedthatsuchrestrictionsaffectnotonlythe per-formanceoftheactivitiesindependentlyandautonomously, buthasanegativeimpactontheemotionalstate,social rela-tionshipsandqualityoflifeofthepatient.7,18

Given the participation constraints and the importance ofengaginginproductiveactivitiesforthe maintenanceof physicalandpsychosocialhealthofthispopulation,the occu-pationaltherapistisanintegralpartofthemultidisciplinary teamofcareforpatientswithRA,beingconcernedwiththe performanceofADLsandtheinclusionofthepatientin mean-ingfuloccupationsforhis/hereverydaylife.19,20

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Table1–StandardizedinstrumentsforthefunctionalassessmentofpatientswithRA.

Assessmenttool Objective Datacollectionmethod

DisabilitiesofArm,Shoulderand Hand(DASH)

Measurestheleveloffunctionalimpact resultingfromtheimpairmentofthe upperlimbtoperformactivitiesofdaily livingrelatedtoself-care,mobility,home maintenanceandrecreation.Thedevice hasoptionalmodulesspecifictoassess theimpairmentofworkactivitiesandthe practiceofsportandmusicalactivities.

Structured,self-administered

questionnaire.Scorefrom0to100points, indicatingincreasingdisabilitydueto involvementofupperlimbs.24,25

SequentialOccupationalDexterity Assessment(SODA)

Assessesthepatient’sperformanceon twelvetasks,performedunilaterallyand bilaterally,includingwriting,handling objectsandpiecesofclothingandhand hygiene.

Structuredtest.Scoredbythetherapist, accordingtothepatient’sperformanceon thetasksdescribed.26,27

HealthAssessmentQuestionnaire (HAQ)

Measurestheleveloffunctionalitybased onthedifficultyreportedbythepatientto performactivitiesineightareas, includingreaching,self-care,mobility andobjectholding.

Standardizedquestionnaireconsistingof 20questions,scoredfrom0to3, indicatingincreasingdisability.28,29

CanadianOccupational PerformanceMeasure(COPM)

Assessesthepatient’sperceptionofthe importanceofADLsinself-care, productivityandleisureareas,aswellas his/hersatisfactiononthe

implementationandperformanceof thesetasks.

Qualitativequestionnaireinaformatof semi-structuredinterview.Providestwo scores(forperformanceandsatisfaction), allowingthepatient’spre-and

post-interventionevaluation.30,31

Handgripdynamometry–JAMAR® Dynamometer

Assesseshandgripstrengthbymeasuring themaximumforceexertedbythe patientwhenpressingahydraulic dynamometer.

Standardizedtest,measuredinpoundsor kg/F.Requiresstandardizationofpostures andgripformsutilizedduringthe evaluation.32,33

Digitalpinchdynamometry– PinchGauge®Dynamometer

Measuresthedigitalpinchstrengthofthe patientwiththreetypesoftweezers, usingthefingersI,IIandIII,representing bothfinemovement(oppositionbetween fingersIandII)andgripstrength(lateral grip).

Standardizedtest,measuredinpoundsor kg/F.Requiresstandardizationofpostures andgripformsutilizedduringthe evaluation.32,33

ManualDexterityandFunction Testing

Measuremanualdexteritythroughthe manipulationofobjectsandutensils commontoADLs.Examples: Jebsen–Taylorfunctiontest,Purdue Pegboard,O’ConnorFingerDexterity.

Standardizedtests,generallyusingasa parameterforevaluationthetime requiredformanipulationofobjects duringthecourseofsystematictasks.27

HospitalAnxietyandDepression Scale(HADS)

Evaluatestheoccurrenceofsymptomsof anxietyanddepressionamongpatients.

Standardizedquestionnairecontaining sevenquestionstoassessanxietyand sevenfordepression,scoredfrom0to3. Thefinalscoreisthesumofthepoints; results>7suggeststatesofanxietyand/or depression.18

foreachpatient, the firststeptowardthe realizationofan effectivetherapeuticinterventionistoobtainrelevantdataon thestateofthediseaseanditsimpactonthepatient’sADLs. Theevaluationisanongoingprocess,whichenablesthe mon-itoringoftreatmentandtheinterventionsneeded,aswellas themodificationoftheseduringperiodsofexacerbationand remission.21

Assessmentinoccupationaltherapy

Theevaluationaimsatobtainingdatarelatingtothephysical, emotionalandsocialstateofthepatient,aswellastheimpact ofthediseaseonhis/herADLs,providingobjectivedataonthe patient’soccupationalperformancethatallowmonitoringof his/herevolutionduringtreatment.22

Historically, occupational therapists combinethe use of semi-structuredinterviewsandstandardizedtoolsfor gather-inginformationtoenabletheestablishmentofabaselinefor thetherapy:diseasestatusandfunctionallimitations, expan-sionoftheunderstandingofthecontextsofapatient’slife, identificationofhis/herpriorities,monitoringofthedisease andtheeffectivenessofproposedinterventions.21The selec-tion ofassessmentmethodsshouldtakeinto consideration themaincomplaintsofthepatientandtheirrelevancetothe clinicalpresentation.23 Table1illustratessomeofthe stan-dardized assessmenttools thatcomprise the evaluationof patientswithRAbytheoccupationaltherapist.

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(fatigue,pain,functionalcapacity),but alsotheinfluenceof this on the patient’s ability to engage and perform tasks relevanttohis/herday-to-day.12,21

Interventions

of

occupational

therapy

Patientguidanceandeducationchanginghabitstocope withillness

Thetransmissionofknowledgeandtheunderstandingofthe patientabouthis/herconditiondonotguarantee,byitself,any changeofattitudesnecessaryforthemanagementof compli-cationsarisingfromachronicdisease;sothatOThasasmain objectivethevoluntarychangeofhabits,extendedtoallareas ofthepatient’sperformanceandnotonlytothoseactivities afflictedbypainorbiomechanicalimbalancesdrivenbythe disease.24

ThemultidisciplinaryinterventionsforpatientswithRA

aim to control pain and fatigue, aiming their functional

improvementbycombiningdifferentmodalitiesoftreatment.

Among some of the interventions focused on patient

adjustmentandempowerment concerningthedisease,the

techniquesofjoint protectionandenergyconservation are examplesofchangesinhabits,bythewayofconductingADLs, whichpromotechangesnotonlyonfunctionalcapacity,but alsoon the psychological well-being, personalcontrol and

self-acceptance – fundamental concepts for improving the

qualityoflifeofthepatient.34

Jointprotectionandenergyconservation

Jointprotectiontechniquesareasetofguidelinesand preven-tivestrategiesusedinthemanagementofpainandfatigue,35 associatedwithothersymptomsinpatientswithRA,which aimtoapplyergonomicandbiomechanicalprincipleswhile performing ADLstoprotectjoint structures ofnormaland abnormalforces that may contribute to the installation of deformitiesoraggravatedeformitiesalreadypresent.36,37

Thisapproachwasfirstdescribedin1965,38throughthe

analysis of motor impairments motivated by the

inflam-matory process common to RA and its combination with

biomechanicalprinciples,aimingtominimizetheactionof forcesthatfavoredthedevelopmentofjointdeviationsand deformities during performing daily tasks,39 for example, hyperextensionofthemetacarpophalangealjointofthefinger I,ulnar deviationofmetacarpophalangeal jointsofthe fin-gersII–Vandinstallationofdeformitystandards,suchasswan neck,hammertoeorbuttonholetoe,throughinvolvementof distalinterphalangealjoints.40

Dueto theimportanceand constancynecessaryforthe

accomplishmentofADLs,modificationsintheirperformance allowasignificantreductioninjointstressandenergy expen-diture,facilitatingorenablingtheparticipationofthepatient inmeaningfuloccupations.36,37 Table2illustratesthe main guidelinesoftheconceptsofjointprotectionandenergy con-servation.

By modifying work methods and environments, use of

assistive devices (assistive technologies) and inclusion of breaksintheroutine,theobjectivehereisthereductionof

Table2–Principlesofjointprotectionandenergy conservation.

Jointprotection

Respectthepain–Useitasasigntochangetheactivity Distributetheloadonmorethanonejoint

Reducethestrengthandtheeffortrequiredtoperformsome activity,changingthewaytoperformit,usingassistivedevices orreducingtheweightofutensils

Useeachjointinitsmoststableandfunctionalanatomicalplane Avoidpositionsorforcesindirectionsthatfavordeformities Alwaysusethestrongerandlargerjointtowork

Avoidstayinginthesamepositionforaprolongedtime Avoidholdingobjectswithexcessiveforce

Avoidawkwardposturesandinappropriatewaystopickupand handleobjects

Maintainmusclestrengthandrangeofmotion

Energyconservation

Adjustyourdaybalancingmomentsofactivityandrest, alternatinglightandheavytasksandperformingactivitiesata slowerpace

Plantheconductionofyouractivities:prioritizeimportanttasks, useequipmenttoreducetheeffortanddelegatetaskswhen necessary

Whentired,avoidstartingtasksthatcannotbeinterrupted immediately

Modifytheenvironmentaccordingtopracticesofjoint protectionandergonomics

painatrestandduringmovement,byminimizing nocicep-tive stimuli onthe inflamed joint capsules, decreasing the forceincidentonthejointsandcontrollingenergy expendi-ture duringdailyactivities,enabling jointpreservation and improvementormaintenanceofthepatient’sfunctionality.41 Moreover,conductingactivitiestostrengthenthe periartic-ularmusclesandmaintainjointrangeofmotion,especially in the upper limbs, are also resources that contribute to themaintenanceorimprovementofthepatient’sfunctional capacity,42,43allowingabetterperformanceandpreservation ofjointstructuresimpairedbyRA.

Practicalexamplesofsomeofthetechniquesofjoint pro-tectionandenergyconservation44areillustratedinFig.1.

Randomized trials with high levels of evidence on the

effectivenessofmethodsofjointprotectionandenergy

con-servation showed significant improvement withrespect to

pain reductionamongpatientsreceiving theguidelines for

changes in their ADLs.45–47 Improvement in fatigue and

increasedsocialparticipation,47 reductionofmorning

stiff-ness, lower incidence of deformities in the hands48 and

improvedfunctionality49wereobserved,evenamongpatients withsevereRAstate.50

Modifyingactivitiesandworkenvironments

Althoughmostfunctionalassessmentshavefocusedonthe

difficultypresentedbythepatientwhileperformingself-care andmobilityactivities,dysfunctionsrelatedtoworkactivities representaseriousconsequenceofRA.51

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Fig.1–Examplesofmodificationsinperformingactivities ofdailyliving.Theitemsontheleftindicatemovement patternsinwhichthepositionofthejointsofthewristand fingersenhancemechanicalforcestowarddeformities commonlyobservedamongpatientswithRA.The illustrationsontherightsuggestmodificationsthatfavor theuseofother,morestable,joints,orthedistributionof theloadamongmultiplejoints,avoidingpainfuland potentiallyharmfulpositions.

onethirdofpatientswillabandontheworkduringthefirst threeyearsofthedisease.52

Abandonmentofemploymentisalastresort,facetothe limitations encounteredbypatients withRA: before retire-ment,increasesofstresslevels,jobchanges,restrictionson workload, lossofpromotion opportunitiesand greater

fre-quency of absenteeism and of job changes are observed

moreoftenamongthispopulation.53Itisestimatedthatthe reductioninproductivity motivatedbyRAcausedlosses of approximately7000Euros/yearperpatient,54andupto25%of theworkingperiodmaybeaffectedbyconditionsrelatedto thedisease.55

Theearlytreatmentconductedbyamultidisciplinaryteam isaneffectivemethodtominimizecomplicationsrelatedto work, maintaining the work capacity of these patients for

a periodof time similar to that foundamong the healthy

population.51,55

Giventhemultiplicityofsituationsandperceptionsabout work activity reported by patients, individualized strate-giesareindicatedasthebestapproachtolabordifficulties, including a specific evaluation ofthe situation and ofthe workplace.52

Changes for a better performance of the activity may

includetheorganizationofthetasksthatcomposethework activity,changingshifts,andafairdivisionoftheworkload throughouttheday56;ergonomicmodificationssuchasnew furnitureand changesin theworkplace,ensuringa proper

joint positioningduring activity,replacementoffixturesby otherofsmallerweightorwithbetterhandgrip57andguidance onstressmanagementandacquisitionofstrategies(coping) tohandlewiththeworkload.58

Althoughsomereviewstudiesshownohighlevelevidence on the effectivenessofspecific ergonomic interventionsto reduceproblemsrelatedtoupperlimbs,59 thereis satisfac-toryevidencetosupportsuchinterventionswithrespectto patientswithRA,57suggestingimprovementinfunctionality, painandsatisfactionwiththeworkinthelongterm,when comparedtoindividualswhodidnotgettheseinterventions.

Assistivetechnologiesorthoticsandadaptations

Theconceptofassistivetechnologyincludesdevices, guide-linesandpracticesthataimtomaintain,enhanceorfacilitate

the performance of self-care, instrumental, educational,

employmentorsocialactivities.60

Amongtherangeofinstrumentsavailabletopatientswith RA,theadaptationsofutensilsandtheuseoforthoticsare someofthemajorresourcestopromoteimprovedgrip, biome-chanical alignmentandjointstressreduction,aswell asto allow the development ofactivities and occupations, con-tributingtothepatient’sfunctionalityandautonomy.61

Theadaptationofutensilsrequiresathoroughanalysisof theactivityperformedbythepatient,inordertodetermine whatarethemainchallengesencounteredandpossible solu-tions tobeproposed.Suchmodifications mayincludefrom changesinthewayofconductingtheactivity(suchas guid-anceonjointprotectionandenergyconservation)tochanges intheshape,weightandsizeofutensils.

Thickerhandlesandadaptationstofacilitateorreplacethe handgrip strength,for example,elasticor neoprene strips, favorthe handling ofcutlery, writinginstruments and

per-sonal hygiene materials, such as toothbrushes and hair

combs.

Thereplacementofdrinkingglassesformugs,theuseof modifiedcuttingboards,soapanddetergentdispensersand clotting adaptationsare examples ofsimpledevices which promote important functional changes to the patient.62–64 Examplesofadaptationstopromoteimprovementin perform-ingADLsareillustratedinFig.2.

Orthoses(splints)areresourcesusedbytherapiststo pro-motebetterjointsupport,reducepainandoptimizefunctional performanceof thepatient.65 Althoughseveral models are available,clinicalreasoningusedforprescribinganorthosis involves theneedsforeach case;thesame orthosiscanbe prescribedformultipleobjectives.

Among the most common indications, pain control,

decreasedmorning stiffness,mechanicalsupportforjoints, encouragement ofjoint motion and functionality, and cer-tainpostoperativesituations(wherethecombinationofjoint alignment,immobilizationandapplicationoftractionforces isrequired)canbecited.66–68Somemodelsoforthoses com-monlyindicatedareillustratedinFig.3.

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Fig.2–Adaptedutensils.Theproposedadjustmentsarebasedontheprinciplesofjointprotectionandenergy conservation,withdistributionofmechanicalloadsandpromotingtheuseoflargerjointsduringactivities.

Fig.3–Examplesoforthosesforupperlimbs,suggestedforpatientswithRA.

promoteimprovementinpainandmorningstiffnessforthe patient.68,69

Bracesusedforstabilizationoftheinterphalangealjoints alsoexhibitsignificant levels ofevidenceinreducing pain, althoughnosignificantchangesonhandfunctionorstrength duringitsusehavebeenobserved.70

Conclusions

DuetothesystemicnatureofRA,amultidisciplinary

follow-up isnecessary forthe propermanagement ofthe impact

ofthe disease onvarious aspectsof lifeofthe patient. As

a member of the health team, the occupational therapist

aimsto improve and maintain his/her patient’s functional

capacity,preventingtheworseningofdeformities,aidingin the process ofunderstandingand coping withthedisease, andprovidingmeansforcarryingouttheactivitiesrequired fortheengagementoftheindividualinmeaningful occupa-tions,contributingtohis/herautonomyandindependencein self-care,labor,educational,socialandleisureactivities.

Itisimportantthattherheumatologistbecomeawareof thegeneralprinciplesoftherapy,sothathe/shecansuggest theirusemoreconsciously,asanadditionaltoolinthe treat-mentofpatientsdiagnosedwithRA.

Conflict

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Imagem

Table 1 – Standardized instruments for the functional assessment of patients with RA.
Fig. 1 – Examples of modifications in performing activities of daily living. The items on the left indicate movement patterns in which the position of the joints of the wrist and fingers enhance mechanical forces toward deformities commonly observed among
Fig. 3 – Examples of orthoses for upper limbs, suggested for patients with RA.

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