|
CONTRIBUTION OF HAMSTRING FATIGUE TO QUADRICEPS INHIBITION FOLLOWING
LUMBAR EXTENSION EXERCISE
|
1Department of Orthopaedic Surgery, Sports Medicine Division, University
of Virginia, USA
2Division of Physical Therapy, College of Health, Salt Lake City, UT, USA
| Received |
|
04 October 2005 |
| Accepted |
|
22
December 2005 |
| Published |
|
01
March 2006 |
©
Journal of Sports Science and Medicine (2006) 5, 70
- 79
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| ABSTRACT |
| The
purpose of this study was to determine the contribution of hamstrings
and quadriceps fatigue to quadriceps inhibition following lumbar extension
exercise. Regression models were calculated consisting of the outcome
variable: quadriceps inhibition and predictor variables: change in
EMG median frequency in the quadriceps and hamstrings during lumbar
fatiguing exercise. Twenty-five subjects with a history of low back
pain were matched by gender, height and mass to 25 healthy controls.
Subjects performed two sets of fatiguing isometric lumbar extension
exercise until mild (set 1) and moderate (set 2) fatigue of the lumbar
paraspinals. Quadriceps and hamstring EMG median frequency were measured
while subjects performed fatiguing exercise. A burst of electrical
stimuli was superimposed while subjects performed an isometric maximal
quadriceps contraction to estimate quadriceps inhibition after each
exercise set. Results indicate the change in hamstring median frequency
explained variance in quadriceps inhibition following the exercise
sets in the history of low back pain group only. Change in quadriceps
median frequency explained variance in quadriceps inhibition following
the first exercise set in the control group only. In conclusion, persons
with a history of low back pain whose quadriceps become inhibited
following lumbar paraspinal exercise may be adapting to the fatigue
by using their hamstring muscles more than controls.
KEY
WORDS: Superimposed burst technique, electromyography, spectral
median frequency, correlation and regression, low back pain.
|
| INTRODUCTION |
|
Muscle inhibition is defined as the reduced ability to completely
activate a muscle and can occur following muscle fatigue (Walton
et al., 2002)
or joint injury (Hurley et al., 1994;
Lewek et al., 2004;
Mizner et al., 2003;
Snyder-Mackler et al., 1994).
Quadriceps weakness and inhibition may be present in persons with
knee injuries such as patellofemoral joint pain (Suter et al., 1998)
or osteoarthritis (Mizner et al., 2003)
and is associated with a reduction in force production capability
of a muscle (Mizner et al., 2003).
Quadriceps inhibition (QI) may affect the ability to absorb impact
forces during activity and may, therefore expose lower extremity
joints to injury. Identifying contributing factors to quadriceps
inhibition may provide better understanding of lower extremity overuse
or degenerative joint injuries that may result from muscle inhibition.
Low back pain (LBP) may occur in persons with weak (Bayramoglu et
al., 2001)
or unbalanced (Lee et al., 1999)
trunk muscles with quicker rates of fatigue during exercise (Kankaanpää
et al., 1998).
There is evidence of altered hip and low back muscle recruitment
patterns during gait in persons with LBP (Vogt et al., 2003).
These neuromuscular differences observed in persons with LBP may
be unfavorable during prolonged and intense activity or sport.
Isometric lumbar extension endurance exercise is commonly used to
strengthen the low back extensor muscles (Verna et al., 2002)
and can be used to predict persons likely to experience an episode
of LBP (Biering-Sorensen, 1984)
due to poor lumbar paraspinal endurance. However, hip extensor and
hamstring fatigue (Kankaanpää et al., 1998;
Plamondon et al., 2004)
is likely to occur while performing prone, isometric extension exercise
and may therefore contribute to task failure, especially in the
presence of weak lumbar extensors. We (Hart, 2005;
Hart et al., 2005)
previously observed QI following isometric lumbar extension exercise
in persons who have a history of LBP and controls. Since weak musculature
is common in persons with LBP, is important to determine the extent
to which hamstring fatigue is contributing to this relationship
between persons with LBP and controls.
The purpose of this study is to determine the contribution of the
change in median frequency, measured with surface electromyography
(EMG) for the hamstring and quadriceps muscles to quadriceps inhibition
following fatiguing isometric lumbar extension exercise between
persons with a history of LBP and controls.
|
| METHODS |
|
This
study consisted of repeated measures, time-series design. We measured
QI following two sets of isometric lumbar extension exercise. We
also measured muscle fatigue as the change in EMG median frequency
of quadriceps and hamstring muscles while performing prone, isometric
lumbar extension exercise. Multiple regression models were developed
with 1 outcome variable: quadriceps inhibition; and 2 predictor
variables: fatigue in the quadriceps and hamstring muscles while
performing isometric lumbar extension exercise.
Subjects
Twenty- five subjects with a history of LBP including 13 females
(age = 21.7 ± 1.9yrs., height = 1.69 ± 0. 07m, mass = 64.6 ± 6.8kg)
and 12 males (age = 22.8 ± 3.5yrs., height = 1.80 ± 0.07m, mass
= 80.5 ± 8.3kg) were matched by gender, height and mass with 13
female (age = 20.9 ± 1.5yrs., height = 1.71 ± 0.06m, mass = 64.2
± 7.5kg) and 12 male (age = 23.8 ± 3.5yrs., height = 1.82 ± 0.07m,
mass = 79.9 ± 11.7kg) control subjects, N = 50. All subjects voluntarily
participated after they read and signed and informed consent form.
This study was approved by our University's Institutional Review
Board.
Subjects were all recreationally active (exercised at least three
days per week for at least 30 minutes per session) and did not report
current knee pain or a history of knee injury or surgery. All subjects
reported no history of vertebral disc injury, cancer, neurological
injury or radicular symptoms in the lower extremity, vertebral fracture,
spine surgery, lower extremity joint surgery, ligament deficiencies
or any lower extremity joint injury within the past 6-months. Subjects
were included in the history of LBP group if they reported at least
3 episodes of low back pain in the past 3 years or 5 episodes in
their lifetime that was sufficient enough to cause them to modify
or limit their daily activities.
Instruments
The force of knee extension was measured with a dynamometer (Biodex
System 3 #900-550, Biodex Medical Systems, Inc., Shirley, NY). Signal
from the dynamometer were exported from a remote access port through
to a universal interface module (UIM100c) and digitized at 200Hz
with a 16-bit data acquisition system (Biopac MP150, Biopac Systems,
Inc., Goleta, CA).
The S88 dual output square pulse stimulator with the SIU8T transformer
stimulus isolation unit (Grass-Telefactor, West Warwick, RI) was
used to deliver a percutaneous 100ms train of 10 square-wave pulses
at an intensity of 125V to the quadriceps muscles through two 8X14cm
rubber electrodes placed at the proximal and distal thigh. Individual
pulse duration was 600 µs delivered at a carrier frequency of 100pps.
A
lumbar hyperextension chair (Wynmor, Inc.) was used to allow subjects
to comfortably perform isometric lumbar paraspinal muscle contractions.
The chair's footpads provided leverage so the torso, proximal to
the anterior-superior iliac spines, would be unsupported by any
part of the chair (Figure 1).
Electrical activity in the lumbar paraspinal, hamstring and quadriceps
muscles was collected with surface electromyography (EMG). Signals
were amplified with a high gain, differential input, biopotential
amplifier with a gain of 1000 and digitized with a 16-bit data acquisition
system (Biopac Systems, Inc., Goleta, CA) at 2000Hz with a common-mode
rejection ratio of 110dB, an input impedance of 1.0 MΩ and
a noise voltage of 0.2µV.
Procedures
Prior to data collection, subjects were screened for group assignment.
After screening, a physical exam was performed for all subjects.
During the exam, an experienced, licensed and certified athletic
trainer (JMH) performed a lower extremity dermatome/ myotome and
deep tendon reflex (patellar and achilles) evaluation and a bilateral
straight leg raise test(Magee, 1997).
Subjects were also asked to perform active standing lumbar extension.
Subjects were excluded if they displayed any lower quarter neurological
bilateral asymmetry, intolerable pain (>3/10) with standing lumbar
extension, the inability to extend the spine at least 15 degrees
comfortably or a positive straight leg test.
Subject
preparation
Subject preparation began by placing low back, quadriceps and hamstring
EMG electrodes and quadriceps stimulating electrodes. To minimize
skin resistance during signal acquisition, skin was shaved, lightly
debrided with fine sandpaper and cleaned thoroughly with isopropyl
alcohol prior to electrode placement. Self adhesive, round, small
diameter (35mm), pre-gelled Ag-AgCl surface electrodes collected
signal from muscle groups of interest. EMG electrodes were placed
over active muscle by palpating the muscle during an active contraction.
The quadriceps electrodes were placed over the vastus lateralis
and biceps femoris muscle belly. The lumbar paraspinal muscle electrodes
were placed over active muscle tissue, verified during an isometric
contraction at approximately the L4-L5 level. All electrodes were
placed parallel to muscle fiber orientation with an inter-electrode
distance of approximately 2cm. A ground electrode was placed on
the anterior mid-tibia. Then, two, 8x14cm, rubber electrodes coated
with aqueous conductive gel were secured to the proximal-lateral
and distal-medial thigh with a compression wrap. The subject was
then secured to chair and dynamometer arm for baseline assessment
of quadriceps inhibition (QI) (Figure
2).
Baseline QI measurement
QI was measured using the superimposed burst technique (Mizner et
al., 2003;
Stevens et al., 2003).
During QI measurements, a researcher manually triggered an electrical
stimulus to the quadriceps while subjects performed a maximal, voluntary
isometric contraction (MVIC). The superimposed stimulus was intended
to recruit all the motor units in the quadriceps motor neuron pool
thus causing a transient increase of force called a superimposed
burst (SB). We calculated quadriceps inhibition with formula (1).
 |
(1)
|
This
ratio is 1-[the central activation ratio] has been used previously
(Behm et al., 2001;
Kent-Braun et al., 1996;
Mizner et al., 2003;
Stevens et al., 2003)
to calculate quadriceps activation. In the present study, we calculated
QI as 1-quadriceps activation. QI values are presented as percentages
and indicate the percent of subjects' quadriceps motor neuron pool
that cannot be voluntarily activated (Figure
3).
Following a baseline measure of quadriceps activation, subjects
moved to a lumbar extension machine where they performed a set of
lumbar extension exercise. Following both exercise sets, subjects
were moved back to the dynamometer for post-exercise measures of
QI.
Isometric
lumbar extension exersise
The fatiguing isometric lumbar extension exercise consisted of repeated
10-second periods of isometric contractions followed by 10-second
rest. Subjects were verbally encouraged to maintain a position of
the trunk parallel to the floor. Muscle activity of the right side
lumbar paraspinals, lateral hamstrings and lateral quadriceps was
recorded during each active repetition for one second. The first
repetition of the first set, representing baseline muscle activity,
and the last repetition of each set were saved and used for analysis.
For analysis, we calculated the median frequency (MedF) for each
saved repetition and calculated the percent change in MedF from
the baseline measure to the last repetition of each set.
EMG
analysis
Quadriceps and hamstring EMG were analyzed post hoc to calculate
the change in MedF during the exercise sets. Lumbar paraspinal EMG
was analyzed during the exercise sets and was used as a physiologic
marker to determine when the desired level of fatigue was achieved.
We recorded the steps necessary to calculate the EMG MedF using
macro software (Macro-Magic, Iolo Technologies, Los Angeles, CA)
which executed the necessary commands at 500-times speed. This provided
us the ability to record EMG from the paraspinals and calculate
the MedF from all repetitions. The first exercise set ended once
we observed a downward shift in the MedF from a repetition to approximately
15% that of the baseline MedF. The second exercise set ended once
the MedF from a repetition shifted to approximately 25% compared
to the baseline MedF. For example if the baseline MedF was 100Hz,
then the subject was instructed to stop the exercise set once the
MedF from a repetition fell to approximately 85Hz for the first
exercise set and approximately 75Hz for the second set. MedF changes
are calculated as a percent shift from baseline with negative values
indicating a leftward (decreasing MedF) shift in the skewness of
the frequency spectrum and positive values indicating a rightward
(increasing MedF) shift in the skewness of the EMG frequency spectrum.
We decided to use 15% and 25% shift in lumbar paraspinal EMG MedF
since it generally represented mild and moderate lumbar paraspinal
fatigue during pilot data collection.
All EMG signals were digitally filtered with a bandwidth of 10-500Hz
and decomposed to the frequency domain using a fast Fourier transformation
algorithm using a Hamming window. A 2048-point fast Fourier transform
was performed (ie: 211 points) consisting of 2000 data
points plus 48 zero pads. Then, the median of the frequency spectrum
was calculated as recommended by the software manufacturer (Biopac
systems, Inc., Goleta, CA).
Statistical analysis
Multiple regression equations were created using QI following both
sets of fatiguing exercise as the outcome variable and the change
in lateral hamstring ( ∆HMedF) and lateral quadriceps
MedF ( ∆QMedF) during both fatiguing exercise set
as the predictor variables, respectively. Separate equations were
created for each group. Group comparisons of the resultant regression
coefficients were performed to test the null hypothesis that the
predictor variables explained an equal amount of variance in QI
following both exercise sets. We used stepwise multiple regression
procedures for all analyses. All statistical analyses were performed
with SPSS statistical package, version 12.0 (SPSS, Inc., Chicago,
IL). The a priori alpha-level was p < 0.05.
|
| RESULTS |
|
Means
and standard deviations for QI measured at baseline, and following
the first and second exercise sets along with hamstring, quadriceps
and lumbar paraspinal MedF measurements are presented in Table
1. Relevant multiple regression results and correlations are
presented in Table 2 and Table
3, respectively.
QI
following the first exercise set
The duration of the first exercise set was 187.2 ± 43.5 seconds
(range: 120-240s) for the control group and 180.0 ± 77.5 seconds
(range: 60-360s) for the history of LBP group.
∆QMedF during the first exercise set was moderately
correlated with the amount of QI following the first exercise set
for the control group only. ∆QMedF explained approximately
18% of the variance in QI, yielding the standardized regression
model, equation (2):
QIControl
= 0.43(∆QMedF) - 0.004(∆HMedF)
(2)
The
regression coefficient for ∆QMedF is a meaningful
predictor in this model (t = 2.2, p = 0.04) but, the regression
coefficient for ∆HMedF may have occurred by chance
(t = -0.02, p = 0.99).
∆HMedF during the first exercise set was correlated
with the amount of QI following the first exercise set in the history
of LBP group only. ∆HMedF explained approximately
22% of the variance in QI, yielding the standardized regression
model, equation (3):
QILBP
= 0.46(∆HMedF) - 0.06(∆QMedF)
(3)
The regression coefficient for ∆HMedF is a meaningful
predictor in this model (t = 2.5, p = 0.02) but, the regression
coefficient for ∆QMedF may have occurred by chance
(t = -0.32, p = 0.75).
QI
following the second exercise set
The duration of the first exercise set was 312.0 ± 94.9 seconds
(range: 180-480s) for the control group and 321.6 ± 109.4 seconds
(range: 120-540s) for the history of LBP group.
Neither ∆QMedF nor ∆HMedF were
correlated with QI following the second fatiguing lumbar extension
exercise set and neither variable contributed significantly in explaining
variance in QI for the control subjects.
∆HMedF during the second exercise set was moderately
correlated with the amount of QI following the second exercise set
for the history of LBP subjects only. ∆HMedF explained
approximately 21% of the variance in QI, yielding the standardized
regression model, equation (4):
QILBP
= 0.46(∆HMedF) + 0.19(∆QMedF)
(4)
The
regression coefficient for ∆HMedF is a meaningful
predictor in this model (t = 2.4, p = 0.03) but, the regression
coefficient for ∆QMedF may have occurred by chance
(t = -0.97, p = 0.34).
|
| DISCUSSION |
|
In
our previous work, (Hart, 2005;
Hart et al., 2005)
we observed a statistically significant increase in QI after the
first and second sets of lumbar paraspinal fatiguing exercise in
persons with a history of LBP and controls. Therefore, in the current
paper, our aim was to determine whether hamstring and quadriceps
fatigue contributed to this increase in QI following prone, isometric
lumbar extension exercise ∆HMedF contributes to
increased QI in the history of LBP group following the first and
second exercise sets. After the first exercise set, ∆QMedF
was a meaningful predictor for QI in the control group only. The
standardized regression suggests that for each standard deviation
(SD) change in ∆QMedF we expect a 0.5 SD change
in QI. This relationship was different for the history of LBP group.
In the history of LBP group, ∆HMedF , not ∆QMedF
, was a meaningful predictor of QI following the first and second
exercise sets. The standardized regression equation for predicting
QI in the history of LBP group following the first and second exercise
sets suggest that for each SD change in ∆HMedF
we expect a 0.5 SD change in QI. ∆QMedF was not
a meaningful predictor of QI following the second exercise set for
either group.
Both groups experienced a similar amount of lumbar paraspinal fatigue
since all participants experienced similar shifts in LPMedF
during the fatiguing exercise sets. Since persons with low back
pain tend to have poor low back extension endurance, (Nourbakhsh
et al., 2002;
Latimer et al., 1999)
the subjects in the current study probably needed to use the hip
extensors in order to maintain the test position while reaching
the desired downward shift in LPMedF. The hamstring muscles
of subjects in the history of LBP group may be contributing more
to completing the repetitive extension exercise than that of the
control group. Based on the moderate correlation between QI and
∆HMedF, persons in the history of LBP group who
experienced more hamstring MedF shift (more negative shift in ∆HMedF
values) tended to experience less QI following the fatiguing exercise
sets. This relationship makes sense functionally due to the reciprocal
relationship between the knee flexors and extensors. If the lumbar
paraspinals were weaker in persons with a history of low back pain,
subjects in the history of LBP group would have had to rely more
on the hip extensors to maintain the exercise position during the
fatiguing sets. Greater contribution from the hamstring muscle group
may change the way in which persons with history of LBP adapt to
fatiguing exercise in a functional setting.
∆HMedF explained only 21% and 22% of the variance
in QI following the first and second exercise sets, respectively
for the history of LBP group. Therefore, it is important to note
that more than 75% of the variance in QI is explained by something
other than ∆HMedF. Low R2 values for
the control group regression models also suggest that other factors,
not included in these models contribute to QI. It is likely that
lumbar paraspinal fatigue contributes to this relationship since
we observed a significant reduction in QI following the fatiguing
exercise sets previously (Hart et al., 2005).
However, additional factors contributing to QI during exercise in
persons with a history of LBP requires further research.
Contributing factors to QI in persons with history of LBP may help
us to learn more about risk for lower extremity injuries during
activity in this population. Hamstring tightness (Hultman et al.,
1992;
Jones et al., 2005;
McClure et al., 1997),
poor spinal flexibility (Hultman et al., 1992;
Jones et al., 2005)
and reduced lumbar lordosis (Hultman et al., 1992)
in addition to weakness and imbalance(Nadler et al., 2000;
2001;
2000a)
of the hip musculature commonly exist in persons with a history
of low back pain. During prolonged, fatiguing exercise such as running
or sport-specific maneuvers, this process may be more pronounced
due to adaptations to muscle fatigue, weakness and/or inhibition.
More research is needed to learn more about neuromuscular adaptations
to fatiguing exercise in persons who are at risk for LBP during
exercise (ie: persons with a history of LBP).
In the current study, we chose a group of subjects with a history
of LBP due to the high likelihood of weaker trunk and hip muscles
that may result in a different adaptive response to fatiguing exercise
compared to controls. Previously, subjects were included in a "LBP"
group if they reported duration of LBP greater than 6-months (Suter
et al., 2001)
or had an episode of LBP that was treated within one year previous
to research participation (Nadler et al., 2002b).
This method does not exclude subjects who may have experienced a
one-time episode of LBP due to an unusual activity or trauma Subjects
may or may not have a chronic mechanical or muscular deficit. Although
subjects in the history of LBP group in the current study were asymptomatic,
we did not take into consideration the level of disability of individual
subjects nor did we measure trunk muscle strength or balance to
determine the severity of each subjects' injury history. However,
persons who have a history of multiple episodes of LBP are likely
to experience subsequent episodes (Greene et al., 2001),
possibly due to the fact that persons who have weak (Bayramoglu
et al., 2001)
or unbalanced (Lee et al., 1999)
trunk muscles are likely to experience LBP. Therefore, since LBP
pain commonly follows some sort of activity-related trauma it is
important to learn more about neuromuscular adaptations to fatiguing
exercise in asymptomatic persons with a history of LBP that may
increase the risk for injury to the low back and other lower extremity
joints.
Our finding that ∆QMedF was related to and explained
variance in QI following the first exercise set in the control group
should be interpreted with caution. It makes sense that changes
in EMG muscle activity in the quadriceps would be related to the
motorneuron pool excitability of the quadriceps. However, the moderate,
positive relationship observed in the current data suggests that
more negative ∆QMedF values correspond to smaller
QI values. This does not make sense functionally since more fatigue
in the quadriceps, represented here by a more negative ∆QMedF,
would probably result in higher QI, measured by the superimposed
burst technique. Quadriceps fatigue would probably cause less knee
extension force production and a larger QI ratio. If the quadriceps
were considerably fatigued during the prolonged exercise sets, it
is also possible that the quadriceps were becoming less inhibited
as a protective mechanism to preserve normal function. In addition,
while performing prone lumbar extension, the quadriceps are not
considerably challenged are most likely not considerably active.
It is likely that the relationship between ∆QMedF
and QI observed in the current study is spurious.
There are inherent limitations to the methods used in this study.
First, the electrical stimulation used to measure QI with the superimposed
burst technique likely does not recruit every single motor unit
in the quadriceps muscle group. We addressed this methodological
concern by using a within-subject design and using extreme caution
to avoid electrode migration on subjects throughout the entire experiment.
Second, it is difficult to generalize the results of our EMG recordings
to an entire muscle or muscle group. However, EMG median frequency
have been used previously to index muscular fatigue (Bilodeau et
al., 2003;
Gayda et al., 2005;
Maisetti et al., 2002;
Mathur et al., 2005)
and have been shown to be reliable with repeated measures (Bilodeau
et al., 1994;
Daanen et al., 1990;
Ng et al., 1996).
Although EMG MedF is not commonly used as a marker of fatigue in
"real time" while subjects perform fatiguing exercise,
it provides a reliable and easily controlled method to induce muscular
fatigue over time. We chose to use lumbar paraspinal EMG MedF to
determine when to stop an exercise in order to avoid other supraspinal
contributors to task failure such as discomfort and effort which
are difficult to control when inducing similar levels of muscular
fatigue across subjects.
|
| CONCLUSIONS |
| In conclusion,
QI following lumbar extension exercise in the history of LBP group
seems to involve significant contribution from the hamstring muscle
group. More hamstring muscle contribution may be a necessary adaptation
in the history of LBP group due to weaker and more fatigable lumbar
extensors. QI following the first exercise set is related to the change
in quadriceps MedF for the control group only however, this relationship
may be spurious. |
| KEY
POINTS |
- A
neuromuscular relationship between the lumbar paraspinals and
quadriceps while performing lumbar extension exercise may be influenced
by hamstring muscle fatigue.
- QI
following lumbar extension exercise in persons with a history
of LBP group may involve significant contribution from the hamstring
muscle group.
- More
hamstring muscle contribution may be a necessary adaptation in
the history of LBP group due to weaker and more fatigable lumbar
extensors.
|
| AUTHORS
BIOGRAPHY |
Joseph M. HART
Employment: University of Virginia, Department of Orthopaedic
Surgery, Sports Medicine Division
Degree: PhD, ATC.
Research interests: Lower extremity neuromuscular adaptations
during fatiguing exercise in the presence of injury or muscle
inhibition.
E-mail: joehart@virginia.edu |
|
D. Casey KERRIGAN
Employment: University of Virginia, Department of Physical
Medicine and Rehabilitation
Degree: MD, MS.
Research interests: Mechanics and physiology of walking
and running |
|
Julie M. FRITZ
Employment: University of Utah Health Sciences Center, Division
of Physical Therapy
Degree: PT, PhD, ATC.
Research interests: Treatment
for individuals with low back pain, matching the most effective
treatments to various sub-groups of patients with low back pain
|
|
Ethan N. SALIBA
Employment: University of Virginia, Athletics
Degree: PT, PhD, ATC, SCS.
Research interests: Orthopaedic
injuries in active/ athletic patient populations
|
|
Bruce GANSNEDER
Employment: University of Virginia, Department of Leadership,
Foundations & Policy
Degree: PhD.
Research interests: Research
design and methodology including special interest in survey
methodology
|
|
Christopher D. INGERSOLL
Employment: University of Virginia, Department of Sports
Medicine and Athletic Training
Degree: PhD, ATC.
Research interests: Neuromechanical
consequences of injury as it relates to muscle inhibition and
neural control systems.
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