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RESEARCH

AN EXAMINATION OF ESI TRIAGE SCORING


ACCURACY IN RELATIONSHIP TO ED NURSING
ATTITUDES AND EXPERIENCE
Authors: Andrew Martin, MSN, RN, PHRN, CEN, Carolyn L. Davidson, PhD, RN, CCRN, FNP-BC, CPHQ, Anne Panik, MS, BSN, RN, NEA-BC,
Charlotte Buckenmyer, MS, RN, CEN, Paul Delpais, MSN, RN, CEN, and Michele Ortiz, BSN, RN, CEN, Allentown, PA

Earn Up to 9.0 CE Hours. See page 521.

Introduction: This research was designed to examine if there is a years of experience or CNPI mean score. The Kappa statistic
difference in nurse attitudes and experience for those who assign ranged from a high of 0.63 in the nurse participant with 1.00 to
Emergency Severity Index (ESI) scores accurately and those who do 1.99 years of experience to a low of 0.51 in the nurse participant
not assign ESI scores accurately. Studies that have used ESI scoring with 15 to 19 years of experience. The nurse participants with an
discussed the role of experience, but have not specifically addressed overall mean CNPI-23 score of 106 to 115 achieved the highest
how the amount of experience and attitude towards patients in agreement compared with a single participant with a CNPI-23
triage affect the triage nurse's decision-making capabilities. overall mean score of less than 77 who had a Kappa agreement of
Methods: A descriptive, exploratory study design was used.
0.50. The nurse participants with a CNPI-23 overall mean score
Data from 64 nurses and 1,644 triage events at 3 emergency between 81 and 92 demonstrated agreement of 0.54 to 0.60.
departments was collected. Participants completed demograph- Discussion: Based on the high level of liability the triage area
ic data, attitude (Caring Nurse Patient Interaction, CNPI-23) presents, special consideration needs to be made when deciding
survey, and triage data collection tools during the continuous 8- which nurse should be assigned to that area. The evidence
hour triage shift. Clinical nurse expert raters retrospectively produced from this study should provide some reassurance to ED
reviewed the charts and assigned an ESI score to be compared managers and nurses alike that nurses with minimal ED
with the nurse. Descriptive statistics were used to describe the experience and a working understanding of the ESI 5-level triage
nurse and Pearson's correlation was used to examine the algorithm possess the knowledge and the capacity to safely and
relationship between experience and attitude. appropriately triage patients in the emergency department.
Results: In this study of 64 nurse participants, the ESI score Key words: Emergency department; Triage nurse; Nurse
assigned by nurse participants did not differ significantly based on attitude; Nurse experience; ESI

Andrew Martin, Member, Berks County Chapter, is Director, Emergency


he triage area of the emergency department has
Services, Lehigh Valley Health Network, Allentown, PA.
Carolyn L. Davidson is Administrator, Quality and Evidence-Based Practice,
Lehigh Valley Health Network, Allentown, PA.
Anne Panik is Sr. VP, Patient Care Services and Clinical Excellence, Lehigh
T been identified by many professional organizations
as a location that leaves the hospital vulnerable to
liability. Further compounding the vulnerability of the
Valley Health Network, Allentown, PA. triage area is ED crowding, a problem projected as only
Charlotte Buckenmyer is former Director, Emergency Services, Lehigh Valley worsening by the American College of Emergency
Health Network, Allentown, PA. Physicians. 1 Further, in the landmark report, “The Future
Paul Delpais is Director, Emergency Services, Lehigh Valley Health Network, of Emergency Care in the United States,” the Institute of
Allentown, PA.
Medicine described the worsening crisis of crowding that
Michele Ortiz is Emergency Department Patient Care Coordinator, Lehigh
Valley Health Network, Allentown, PA.
occurs daily in most emergency departments. 2 Predictions
For correspondence, write: Andrew Martin, MSN, RN, PHRN, CEN, Lehigh like this highlight the importance of taking all available
Valley Health Network, 1637 Chew St, Allentown, PA 18102; E-mail: precautions to manage triage area liability.
Andrew_S.Martin@lvhn.org. Given the described crowding crisis, the role of the ED
J Emerg Nurs 2014;40:461-8. triage nurse in the initial assessment may be the most crucial
Available online 26 November 2013
to ensure that the “right patient is in the right place at the
0099-1767
Copyright © 2014 Emergency Nurses Association. Published by Elsevier Inc. right time and that no one is overlooked.” 3 These initial
All rights reserved. decisions made by the triage nurse affect the entire
http://dx.doi.org/10.1016/j.jen.2013.09.009 department. In spite of the current nationwide nursing

September 2014 VOLUME 40 • ISSUE 5 WWW.JENONLINE.ORG 461


RESEARCH/Martin et al

shortages, it is important to ensure that emergency Sample


departments are staffed not only with adequate nursing
support but with high-quality, well-trained nurses capable A convenience sample was recruited from registered nurses
of accurately triaging ED patients. 4 in the 3 emergency departments. Inclusion criteria for the
The characteristics of the triage nurse that exemplify nurse participants were:
proficiency have not been well elucidated in the literature.
Reports conflict regarding the adequate amount of experience • A current full-time, part-time, or ED specialty float pool
and the attitude a nurse requires to be considered competent employee in any one of the 3 emergency departments
in the skill of triaging. 5–8 The inability to formulate consistent • Possession of a current nursing license in the
conclusions is further compounded by the study methods commonwealth of Pennsylvania
chosen to evaluate nurses in triage, because all the studies used • Completion of the Lehigh Valley Health Network
simulation scenarios. (LVHN) required critical care course, or equivalent
The accurate triage of patients is leveraged by the • Completion of the ESI training course within the
Emergency Severity Index (ESI). The ESI is a 5-level 2 months preceding study enrollment
triage system guided by algorithms for clinical decision • Completion of an 8-hour triage shift
making and is a tool that allows the nurse to rapidly All patients who entered the emergency department via
assess the patient, initiate decision making for resources, the designated triage area and were assigned an ESI score by
and assign a score that is familiar to the health care team. enrolled nurse participants during the 8-hour shift were
The algorithm is simple to use, reduces the subjectivity of identified as eligible for the study. Triaged patients with one
the triage decision, and is more accurate than other triage of the criteria deemed a protected/vulnerable population (ie,
systems, therefore contributing to a common language domestic violence, sexual assault, behavioral health, and
among ED caregivers. 9 pediatric patients) defined by LVHN organization policy
Although the validity and reliability of the ESI have were excluded from the study. Patients arriving by
been established, questions remain about the characteristics ambulance were excluded because they bypass the nurse
that contribute to a proficient ED triage nurse. To better triage area.
evaluate attitude, the definition “a mental position with
regard to a fact or state, or a feeling or emotion toward a fact
or state” was used for the purposes of this study. 10
Study variables
The lack of available literature conclusively addressing
(1) the effect of attitude toward patients and (2) the amount Accuracy of ESI scoring by nurses was the outcome variable
of experience on the proficiency of the ED triage nurse in this study. The ESI score was obtained by nurse
supports this descriptive, exploratory study. The following participants who triaged patients in live situations and
research questions were examined: assigned a score based on the established valid and reliable
ESI algorithm. 11 Secondarily, an ESI score was assigned by
1. Does the number of years of experience differ ESI-validated clinical nurse expert raters who retrospectively
between ED nurses who do and do not accurately reviewed the presenting information on the ED patient’s
assign (ESI) triage scores? chart. The two predictor variables in the study were ED
2. Does the attitude toward patients in triage differ triage experience and attitude toward patients in triage as
between ED nurses who do and do not accurately measured by the Caring Nursing Patient Interactions Scale
assign ESI triage scores? (CNPI-23), a psychometrically valid tool with 4 subscales
(clinical care, relational care, humanistic care, and comfort
care) designed to assess nurse attitudes and behaviors based
on “Watson’s 10 carative factors.” 12 The interaction at
Setting
point of triage is linked to many of the caring factors, such
as trust, altruism, humanism, sensitivity, supportive,
The study was conducted in a 988-bed tertiary Magnet™ problem-solving, and protective.
health network with emergency departments at 3 sites in
northeast Pennsylvania. The 3 distinct sites—a level I Instruments
trauma center in a suburban location, a center city location,
and a community campus—collectively exceed 130,000 The Nurse Characteristic Collection Tool (NCCT) was
ED patient visits on an annual basis. developed from the relevant literature to collect

462 JOURNAL OF EMERGENCY NURSING VOLUME 40 • ISSUE 5 September 2014


Martin et al/RESEARCH

demographic data and characteristics about the nurse make triage decisions based on case studies and 0.69 to 0.87
participant: age, sex, educational level, certifications, when nurses make triage decisions for actual patients. 9
employment status, shift status, years of nursing experience,
years of ED nursing experience, years of ED triage nursing
experience, and triage hours worked per week. Additionally,
each nurse was asked to rate their perceived competence Procedures
of triage ability: novice, beginner, intermediate, advanced,
or expert. The study was approved by the Institutional Review Board.
The CNPI-23, a 23-item instrument used to measure Exemption to full Institutional Review Board review was
caring attitudes and behaviors, was used in this study to granted because the study met all criteria for posing a low
reflect attitudes of nurses. The author’s permission was risk to participants. The study data were collected in 3
obtained to use this instrument. The CNPI-23 requires a phases. In phase I, ED nurses were briefed about the study
forced choice response on a 5-point Likert scale (1 = not at and invited to participate by the principal investigator (PI)
all to 5 = extremely). The instrument was scaled down from at education days. Nurse participants signed an informed
the original 70-item, 10-subscale instrument and produces consent at enrollment and were given the NCCT and
subscale scores in 4 distinct caring domains (clinical, CNPI-23 to complete.
relational, humanistic, and comfort care). The total CNPI- In phase II, enrolled nurse participants worked one
23 score range is 23–115. The instrument has been continuous 8-hour shift in the triage area. During this time
factor analyzed and tested and found to be reliable (clinical, they continued to use standard triage procedures to prioritize
r = 0.82 to 0.93; relational, r = 0.89 to 0.91; humanistic, patients and documented their triage assessments in the ED
r = 0.64 to 0.73; and comfort care, r = 0.61 to 0.74). electronic medical record. In addition, the participants
Attitude is defined as “a mental position with regard completed the Triage Case Tracking (TCT) form that
to a fact or state, or a feeling or emotion toward a fact or contained the patient medical record numbers, nurse-
state,” 10 whereas caring is defined as “to be concerned assigned ESI scores, and the number of resources the nurse
about, to feel interest or concern.” 13 The CNPI-23 and the predicted the patient would require. Completed TCT forms
subscales address Watson’s original theory of carative factors were placed in a locked box located in each study site’s triage
that embody both attitude and caring. These factors provide room. To thank them for their participation, the participants
clear guidelines for the nurse-patient interaction. The received a $25 gift card after completion of all requirements:
subscales are interdependent and reflect an individual NCCT, CNPI-23, and an 8-hour shift in triage.
nurse’s value system. Decision making in triage is guided In phase III, the completed TCT forms were collected
primarily by a categorized patient acuity algorithm but also by 1 of the 6 ESI-validated clinical expert nurse reviewers to
may be a factor of intrapersonal characteristics. 14 The obtain patient medical record numbers. Using the
linkage of patient outcomes with intrapersonal behaviors is emergency department’s electronic medical record, the
reflected in the CNPI-23. Items within the subscale of nurse experts carefully reviewed each patient’s medical
humanistic care refer to a nurse’s attitude and behaviors as record to determine if an accurate ESI score was assigned.
they relate to the patient’s own capacities and abilities. The clinical experts reviewed medical records on an
Relational care addresses the nurse’s respect of patient ongoing basis throughout the study implementation period
perceptions, and the clinical care subscale addresses the and recorded their findings on the triage research
clinical expertise. The comforting care subscale is most retrospective review forms.
representative of the hidden work associated with nursing. The ESI-validated clinical expert nurse reviewers were
The ESI is 5-tier algorithm used to categorize patient identified by ED clinical leadership as proficient in ESI
acuity based on key patient factors: presence of a condition scoring. The expert reviewers were educated on the
that is life threatening or high risk; vital signs; and how procedures for retrieving completed TCT forms, accessing
many resources the patient will need. The utilization of the the closed medical record, and completing triage research
validated and reliable ESI 5-tier triage scoring tool is best retrospective review forms and were briefed on the study
used in combination with patient presentation including intent by the PI. Additionally, they completed a refresher
age, history, pain, current medications, and patient severity ESI training module consisting of video case scenarios and a
of complaint to support an overall ESI score assignment. written test after completion. Using the posttest, the expert
The ESI has evolved during the past 14 years, and with use triage nurses’ interrater reliability was established by
of the Kappa statistic it has most recently demonstrated independent scoring on a minimum of 20 case scenarios
interrater reliability ranging from .70 to .80 when nurses and achieved 0.80 using Fleiss-Kappa statistics.

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RESEARCH/Martin et al

Enrollment

Assessed for Eligibility (n = 185)


ESI Trained within past 2 months Declined to
participate
LVHN required Critical Care Course (n = 57)
Completed 8-hour triage shift

Completed Initial Tools (n = 125)


Informed Consent
Nurse Characteristic Collection Tool
CNPI (Caring Nurse Patient Interaction Scale-23) (n = 125)

Attrition (n = 48)
Inability to complete 8-hour triage
assignment
Changed intent to participate
Voluntary Resignation

Completed 8-hour triage


assignment (n = 80)

Analysis

Analyzed (n = 64)
Excluded from analysis due to missing > 10%
CNPI-23 data
No prior ED triage experience

ED Triage Experience

0.20-.99 1.00-1.99 2.0-4.99 5.0-9.99 10.0-14.99 > 15 years


years years years years years

FIGURE 1
ED triage study participation. CNPI-23, Caring Nursing Patient Interactions-23 item; ED, emergency department; ESI, Emergency Severity Index; LVHN, Lehigh Valley
Health Network.

eliminated from the final data analyses. The data points


Data Analysis replaced were varied, and no one subscale had more than
one data point missing across a single participant.
SPSS software (version 17.0; SPSS Inc, Chicago, IL) was Simple descriptive statistics were used to analyze the
used to analyze the data. The data were confirmed to ensure demographic characteristics of the nurse participants. The
its correctness before data analysis. The researcher did not Kappa statistic was used to determine interobserver agree-
find any patterns for missing data. Unanswered demo- ment between nurse participant ESI score assignment and
graphic data questions were left blank in the data file. In the validated, clinical nurse expert ESI score assignment. The
CNPI-23 instrument measuring attitude, 16 data points Kappa statistic was used to examine the interobserver
were replaced with the group mean, and 3 participants with agreement by category of experience and by site of triage.
more than 10% (2 questions) left unanswered were Pearson’s correlation was used to examine the relationship

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TABLE 1 Results
Demographic characteristics of registered nurses
Characteristic Frequency % The data from this study represent 64 nurse participants
triage cases
and 1644 patients triaged during the study period within
No. of RNs at site the 3 emergency departments. The rate of nurse
Site A: 36 979 59.5 participation (Figure 1) was 34.5% (64 of 185 eligible).
Site B: 7 121 7.4 The continuous 8-hour ED triage shift deterred some
Site C: 21 544 33.1 nurses from initially participating; 48 nurses dropped
Gender out after completing the required questionnaires because
Male 10 15.7 they were unable to fulfill the triage requirement, and 13
Female 54 84.3 nurses were excluded because they did not have the
ESI training course. Demographic data are shown in
Age (y)
(Table 1).
b 25 3 4.7
Participants were primarily women (84%) and ranged
26-35 19 30.0 in age from older than 25 years to 65 years (n = 61, with 3
36-45 13 20.3 nonrespondents); the 26 to 35 years and 36 to 45 years age
N 45 16 .25 groups together represented 42% of the nurses. A majority
No response 13 20.3 of the participants had an associate degree in nursing
Years of RN ED triage experience (44.0%). The ED experience ranged from 3 months to
.25-.99 6 9.4 35 years (M = 6.44, SD = 7.80), with the majority reporting
1.00-1.99 5 7.8 2 to 10 years experience (51.8%). Nurses who indicated
2-4.99 15 23.4 they had not completed the ESI training course were
5-9.99 14 22.0 eliminated from the primary study sample. The wide range
10-14.99 11 17.2 of experience contributed to the large standard deviations.
Nurse participants in the 3 emergency departments self-
N 15 13 20.3
rated their triage ability on a scale of 1 to 5 (novice,
Education
beginner, intermediate, advanced, and expert), with 80%
ADN 28 44.0 identifying as intermediate or advanced.
Diploma 12 19.0 The attitude scores for the study sample measured
BSN 22 34.4 by the CNPI-23 indicated an overall mean of 92.88 (SD =
No response 2 3.1 14.17). The CNPI-23 score stratified by experience
Employment status (Table 2) ranged from a low mean of 93.10 (N 20 years)
N 36 h/wk 49 76.5 to a high mean of 97.59 (1 to 2 years). The CNPI-23 overall
20-35 h/wk 4 6.3 mean score by site was lowest at site B (Table 3) (M = 91.37,
b 20 h/wk 3 4.7 SD = 6.59).
Weekend 3 4.7 In phase II of the study, 1644 ED patients were
No response 5 7.8 triaged by nurses and assigned an ESI score. Overall, the
agreement between the ESI-validated, clinical expert nurse
Triage ability (self-rate)
raters’ and the nurse participants’ ESI score assignment
Novice 5 7.8
using the weighted Kappa statistic was 0.65 (95%
Beginner 5 7.8 confidence interval [CI], 0.63 to 0.68). Four participants
Intermediate 19 30.0 had an interobserver agreement less than 0.20; of these, 2
Advanced 32 50.0 had more than 15 years of experience, one had 7 to 10
Expert 3 4.7 years of experience, and one had less than 2 years
of experience.
ADN, Associate’s degree in nursing; BSN, bachelor of science in nursing; ED, emergency
department; RN, registered nurse.
The assignment of ESI scores by experience level of the
nurse participants and ESI validated raters is described in
between experience and attitude. Additionally, one-way Table 4. The Kappa statistic ranged from a high of 0.63
analysis of variance was used to test for differences of attitude (95% CI 0.58 to 0.64, P b .001) in the nurse participant
across sites, gender, ESI agreement, and triage experience. with 1.00 to 1.99 years of experience to a low of 0.51 (95%

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TABLE 2
Experience (Caring Nursing Patient Interactions-23 item scale and Kappa scores)
Years of experience
1-2 2.1-4.99 5-9.99 10-14.99 15-19.99 N 20
CNPI-23 total mean (SD) 97.59 (10.5) 93.37 (10.9) 93.53 (10.4) 96.79 (9.3) 95.06 (10.2) 93.10 (4.0)
Kappa by experience 0.630 0.59 0.632 0.61 0.51 0.631
CI 0.60, 0.66 0.49, 0.67 0.61, 0.66 0.47, 0.69 0.39, 0.63 0.62, 0.64

CI, Confidence interval; CNPI-23, Caring Nursing Patient Interactions-23 item scale; SD, standard deviation.

TABLE 3
Site (Caring Nursing Patient Interactions-23 item scale and Kappa scores)
Site A Site B Site C
CNPI-23 total mean (SD) 94.97 (9.8) 91.37 (6.6) 96.95(10.7)
Kappa by site 0.56 0.45 0.60
CI 0.51, 0.67 0.42, 0.66 0.46, 0.75

CI, Confidence interval; CNPI-23, Caring Nursing Patient Interactions-23 item scale; SD, standard deviation.

TABLE 4
Years of ED triage experience and Emergency Severity Index score agreement with expert rater
RN ED triage experience (y) No. total cases Kappa (mean) CI
0.25-0.99 224 0.56 0.35, 0.67
1.00-1.99 321 0.63 0.60, 0.66
2-4.99 315 0.59 0.49, 0.67
5-9.99 261 0.63 0.61, 0.66
10-14.99 161 0.61 0.47, 0.69
N 15 314 0.51 0.39, 0.63

CI, Confidence interval; ED, emergency department; RN, registered nurse.

CI 0.39 to 0.63, P = .03) in the nurse participant with 15 to score of less than 77 who had a Kappa agreement of 0.50
19 years of experience. Substantial agreement (0.61 to 0.80, (P b .001). The nurse participants with a CNPI-23 overall
P b .001) was noted in 705 triaged patients, and 3.4% mean score between 81 and 92 (n = 54, 84%) demonstrated
(n = 56) were noted to have slight agreement (0.01 to 0.20). agreement of 0.54 to 0.60 (P b .001). CNPI-23 overall
Overall, 1260 cases (77%) had a range of 0.41 to 0.80, mean scores and Kappa agreement by site are displayed in
indicating moderate to substantial Kappa agreement Table 3.
between participants and the expert raters. Only 56 cases A one-way between subjects analysis of variance was
(3.4%) had slight agreement (less than 0.20). Site B conducted to compare the effect of ED triage experience
agreement was lowest, with 121 triaged patients (Kappa = on attitude (CNPI-23) at the P ≤ .05 level (F = 0.897,
0.45, 95% CI 0.38 to 0.52, P b .001). P = .49), the effect of gender on attitude (F = 0.017,
The nurse participants (n = 9) with an overall P = .90), or the effect of site of practice on attitude (F =
mean CNPI-23 score of 106 to 115 achieved the 0.216, P = .81). The years of experience in the emergency
highest agreement (Kappa = 0.71, P b .001) compared department and attitude scores were negatively correlated
with a single participant with a CNPI − 23 overall mean (r = − 0.78, P = .01).

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Discussion uneven distribution of participants from one site to another.


The findings in this study did not achieve statistical Additionally, although 6 ESI-validated clinical expert nurse
significance to support the notion that attitude or a specified raters were used, one nurse expert rated a larger number of
amount of experience contributed to accurate ESI score participants than did other expert reviewers, exposing the
assignment. The findings did not support the current practice study to a possible bias. Further, the use of retrospective
at the study sites, which require at least 1 year of ED chart review is contingent upon the accurate documentation
experience before being assigned in the triage area. The range of patient presentation and may underestimate the live
of ED nurse experience was wide, although most were patient presentation. The length of the data collection
clustered in the 2- to 10-year range. The lack of period also must be considered, because the duration was
representation from the group with less than 2 years’ longer than one calendar year, leading to a higher rate of
experience made it difficult to adequately explore experience attrition of nurse participants.
as a variable. The comprehensive number of nurses with an
overall CNPI-23 score exceeding 81 on a scale of 23 to 115
Implications for Emergency Nurses
supports an overall attitude of caring in this sample of nurses.
The number of triage events examined in this study An inexperienced nurse should not be confident that his or
contributes to the reliability of the ESI scoring tool with her experience level alone warrants competence in the triage
acceptable Kappa scores between nurses with varying levels area. However, the evidence discovered in this study should
of experience. The overall agreement between the nurse provide some reassurance to nurses with minimal ED
participants and expert raters did achieve statistical experience and a working understanding of the ESI 5-level
significance. It is important to note that the overall rate of triage algorithm that they possess the knowledge and the
agreement was less than the weighted kappa of 0.76 capacity to safely and appropriately triage patients in the
reported by Eitel et al, 9 whose study did not evaluate emergency department. The results of this study should also
experience as a factor, as we did in this study. be considered during policy development for triage practices
With the usage and demand for care in the emergency in the emergency department.
department up 32% in the past 10 years—upward of 124
million visits or 340,000 people every day 15—organizations Acknowledgments
are challenged to consider efficient, effective, and alternate
The authors would like to thank the Dorothy Rider Pool Health Care Trust
models for triage. In addition, the Patient Protection and for their monetary donations that enabled the completion of this study.
Affordable Care Act promises “to provide affordable, quality They also would like to extend a special thank you to Courtney Vose,
healthcare for all Americans.” 16 ED leaders must be MSN, RN, MBA, APRN, NEA-BC, and Dr. Bryan Kane for lending both
confident that the right nurses are placed in the triage their intellectual and clinical knowledge throughout the course of this
investigation. Finally they would like to extend their sincere gratitude to
area to ensure patient safety and decrease liability. Gilboy
the nurses who work in the emergency departments of the Lehigh Valley
et al 3 and Schriver et al 4 both concluded that ED nurses’ Health Network for participating and helping to foster nursing research.
skills are crucial to accurately triaging patients, and McNair
and Gurney 7 suggested that education, experience, and
empathy were important factors in triage. None of these 3
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Reproduced with permission of the copyright owner. Further reproduction prohibited without
permission.

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