Manual - Refrigerant™ Asset System
Contents
1. The Cynder category aeta Fara cinders traced by RAS he rsuts displayed canbe fitered using the Show Only bar above the grid Selecta LL category rom th drop down TN DU MESS 5 5 menu box to define the 0 Bum gt M DURER 1 IT Meche ace The cylinder icons to the far left of the grid rows are a quick L reference to the volume of gas contained in the cylinder specified They wil be displayed with a red X over their icon vo curam cromo Clicking on the cylinder icon will Cyngor information display detail information about the cylinder including a grid display af any transaction history The Export to Excel button located at the bottom of the list displayed will generate a Microsoft Excel spreadsheet document containing the current results displayed To export a more specifie range of data filter the search results first a q WV P The Gas category displays the gases being tracked by RAS displaying both the amount being held in cylinders and the amount relating within cooling system Click on the magnifying glass icon to display the containers and systems associated with the gas type specie The results displayed can be filtered using the Search bar above the grid Enter your search term inthe For box to define the search resu2. eD lmam Alte tuned Ayreon pari teut te urinen permision et EOS Cinane psn
3. INVENTORY The Inventory functions display current and historical transaction data related to the assets tracked by RAS Assets that can be viewed include your enterprises Cylinders Gas and Equipment See page 10 ACTIVITY The Activity functions represent the core of RAS Use these functions to Add assets or systems Pick Up or Drop Off assets Transfer gas between owners Decommission equipment Reclaim gas Demanufacture units or Batch Upload activity data System Alerts are also displayed here See page 13 ADMIN The Admin column is for Administrator use and includes the modules for Company Management Locations Management Regions Management and the User Manager The administrator s own profile can be configured in the User Profle page while the Constants module houses the system wide constants that determine cylinder weights pricing per pound and more See page 17 System logo and is accessible throughout the site This link REFRIGERANT will display a ist of tutorial videos for all modules available for the current user s login privileges as well as company contact ASSET SYSTEM information in the event additional assistance is necessary When a user has completed their session it can be terminated by clicking on the og out link located in the upper right hand sme er Lag Out tomer of the screen This ensures that all data manipulation takes place in a secure accountabl
4. Enter the receiving cylinder s gross weight into the text box The refrigerant s gross weight wil be automatically generated based on the previous entry Any necessary paperwork that should be fled with the demanufacturing entry can be uploaded and attached by clicking the Browse button The selected fle wil be attached after the Submit button i clicked at the end of the entry Additional comments can be entered in the Comments text box After all information has been entered into the fields click the Submit button to save the entry in the system ALERTS The Alerts menu displays the alerts that have occurred during the usage of RAS REEBIGERANT TOOLS ASSETSYSTEM a RES Ck on the magnifying glass icon to view the information about the alert Alert Information et ov yin th eee rst oe appeal foe en MC After you have viewed the alert you can choose to simply acknowledge the alert by clicking the OK button delete the alert by licking the Delete button or execute a context sensitive action by clicking onthe third button in the list wich wil vary in relation to the alert COMPANY LOCATIONS Lookin Adern fu Search qum ee ee CaaS re bem LER eee quem m saan quom reete The Company Locations category displays your company s phy
5. drop down menu 10 the gas from the drop down menu 11 and manually enter the weight in bs into the weight bax The weight box is an optional field WHEN ADDING EQUIPMENT Manually enter the weight in Ibs that the equipment can hold at full charge 12 and if this value is only an estimated value check the Estimate box 13 Define the gas content of the equipment using the drop down menu bos 14 Aserial number can be manually entered into the Serial Number box 15 This stepis optional After all information has been input tap the Submit button 16 to add the cylinder to RAS A message will appear below the entry interface 17 either confirming the successful add or displaying an error message detailing discrepancies preventing the successful transaction E TRANSFER The Transfer function adds a quantity of gas from one cylinder to the quantity af gas in another cylinder Begin capturing the barcode of the cylinder ar equipment the gas is being transferred FROM Tap the From Barcode box 1 to select it then tap its Camera button 2 to open the barcode capture interface After the FROM barcode is entered capture the barcode of the cylinder or equipment the gas is being transferred TO Tap the To Barcode box 3 to select I then tap its Camera button 4 To scan the barcodes position the red line across the width of the barcode and press the button your device used to
6. clean simple format Export to Excel The Export to Excel button will generate Micrasoft Excel spreadsheet document containing the data generated for the report HOME gt REPORTS Reports Cylinders By Type Summary Activity Report Assets By Customer Cylinders By Type Detail Cylinders By Summary Equipment Gas Type Equipment RefrigerantHistory Gas Type Detail Gas By Type Summary Master Data File Reclamation Detail Technician Activity User Cylinder History Use Drop Off Pick Up History Use Equipment History REFRIGERANT ASSET SYSTEM Reports Assets By Customer p73 UUUENETTTTOUCEEEE TTE esie Gracey Coran 1 0 Cimate 0 ac BANKED GAS OSEE The total amount of banked gas owned pose by the current username wil be displayed under Banked Gas Bar graphs display the amount of gas in pounds by gas type To redeem banked gas users click the Redeem button in the summary section to generate an order in the system to allow the owner to pull the gas for delivery The Deposits list displays recent transactions in which a quantity of gas was banked The Withdrawals list displays recent withdrawal of gas from the bank The Export to Excel button will generate a Microsoft Excel spreadsheet document containing a summary of the data displayed in each respective grid CYLINDER p
7. entry interface 7 either confirming the successful status update or displaying an error message detailing discrepancies preventing the successful transaction tos Climate AN Ng Resend Any reproduction in part ar n whale without the tn pemison of EOS Chat prit ADD The Add function allows a new refrigerant system to be added to the RAS system to be tracked To add an asset to RAS begin by tapping the Select Type drop down menu box 1 A list of asset options wil be displayed 2 Select the asset type you re adding from the lit When adding a cyiinder tap the Gas Status drop down menu box 3 A list of statuses will be displayed 4 Select the status of the gas you re adding from the list When adding equipment it Wil be Select Owner and the drop down menu will display owners to select To capture the barcode of the asset being added tap the Barcode box 5 to select then tap the Camera button 6 to open the barcode capture interface To scan the barcode ofthe asset position the red line across the width of the barcode and press the button on your device used to capture photographs The barcode should be automatically displayed in the Submit Barcode box WHEN ADDING EITHER A DISPOSABLE OR REUSABLE CYLINDER The next three boxes are used to define cylinders size 7 gas content D and weight 3 Select the cylinder size from the
8. Member Information race teak Rate Aanualzing Formula Ac USER MANAGER HOME gt USER MANAGER Loon Company E 1 oem UE z mm omm an Mine Dr The User Manager category displays the users with login acces privileges ta your company s RAS account with their security roles and locations The results displayed can be filtered using the Search bar above the grid Select Company Role Security Role or User from the Look In drop down menu box then enter your search term in the For bax to define the search results Export to Excel The Export to Excel button will generate a Microsoft Excel spreadsheet document containing the current results displayed To export a more specifie range of data fiter the search results first Click on the magnifying lass icon to modify an existing username entry USER MANAGER continued invite a new User click the Add User button HOME gt USER MANAGER gt USER DETAILS Enter tne user information beiw ovd diek Save User Information Emai Securty Rale Accountant 3 Enter the user s email address into the Email box and select their security role from the Security Role drop down menu box Select their default location from the Location drop dawn menu box Click the Invite button to send an email invitation to the email specified Users m
9. REFRIGERANT ASSET SYSTEM C REFRIGERANT ASSET SYSTEM CLIMATE ACCOUNT CREATION The Refrigerant Asset System enrollment process is by invitation only initiated by EOS Climate Invites wil receive an email notification af the enrollment offer as shown Frome once endi sum ai cnet inant Ragnar Welcome This mull 40 avai to ese Asset System as you are enlisted as Use fer your campany RAS wil rao yout rack ll he yer und selene nl your pan lation rnb qm pp an arer A Pense ck bre to rester your secant Your vil be your email address If the Unk does mot work plese copy and pote com eter joo eec deer Yur eb bree Thank vou for siring with Reinert Sete Ifyou lke to ambire ard rop receiving these ena disk hars NOTE The Verification link provided in the email must be followed to confirm the enrollment process imply receiving the email does not constitute a successful RAS enrollment or generate a username and account Following the link will navigate the user to the Administrator account creation interface Syn pe Vaur sere meranen By default the user name is configured to match the user s contact email Enter and confirm a secure password in the fields provided Additionally a security question and answer should be configured which willappearasa Corien Feta prompt for verification i the user indicated they have forg
10. ata MT m i Asset Type Select the asset type being created from the drop down menu box Options include Cylinder Disposable for one ime use gas cylinders Cylinder Reusable for reusable gas cylinders and Equipment for equipment assets Gas Status Cylinder only Select one of the statuses from the drop down menu box Barcode Enter the barcode that will be used to identify the new asset Serial Number Enter the unique serial number that identifies the asset Size Cylinder only Select one of the standard sizes from the drop down menu box Pressure Rating Cylinder only Select high or low from the drop down menu box Gas Type Select the gas type in the cylinder or system from the drop down menu box Weight Cylinder only Enter the weight in Ibs of the volume of gas in the cylinder Location Cylinder only Select the cylinder s location from the drop down menu box Full Charge Equipment only Enter the weight of gas in the equipment at full charge If the weight is being estimated check the Estimate box Equipment Owner Equipment only Select an owner from the drop down menu box Fields marked with a red asterisk are required fields RULES Anew barcode must be entered to be added existing barcodes will be rejected The weight of the gas cannot be greater than the size ofthe asset being adde Valid numbers greater thon zero must be used for weights and initial charges Disposable cylin
11. can be filtered using the Search bar above the grid Enter your search term in the For box ta define the search results Click on the magnifying glass icon to modify an existing service reference at your location mette hid service bunton HOME gt COMPANY SERVICES Select eric performed ot this location ond click Sove Company Services Service Distributor Guardian Machanical Contractor Rectamer System Owner Technician Select a service from the drop down menu box then click the Save button to save the entry in the system or Save amp New to save the entry and immediately associate a new Service to your location TRADING PARTNERS B u 5 The Trading Partners category displays information about companies who have become trading partners with you Trading Partners are connect by invitation only and you can request of them to allow you to perform transactions such as adding systems cylinders and more Name The name of your trading partner Bank if checked you have rights to view this partner s banked gas Transaction if checked you have rights to perform actions from the Activity category Status Displays the status of the relationship between you and your partner Request You have a pending connection request with this partner Member Tis RAS user has accepted the parameters of your contact request Non Member Ths partner is not an RAS user Connected Partners who hav
12. capture photographs The barcodes shouk respective Barcode be automatically displayed their boe Enter the weight of the gas being transferred in pounds 5 and if a work order number exists for the transfer it can be manually entered into the Work Order box 8 This step is optional Use the Select a Reason box 7 to select the reason for the transfer from the drop down menu 8 NOTE f the reason you select is Replace Leaked Gas 9 you must then selected the location on the cylinder from which the quiis leaking in the Leak Location drop down menu 10 Additional notes about the transfer can be entered into the Notes text entry box 11 This step is optional After all information has been input tap the Submit button 12 A pop up wil appear to allow you to review the information you ve just entered 13 If it is all correct tap the Confirm button to finalize the transfer record After confirming the details a pop up message will appear 14 either confirming the successful record of the transfer displaying an error message detailing discrepancies preventing the successful transaction 1 24 RAS tos Cms AN gs Reseed Any i part or n whale without the writen permition of EOS Cite pott CHECK STATUS The Check function allows for the display of the recent transaction history of a cylinder or equipment To check the status of a cylinder or equipment asset begin by capturi
13. ction to be successful the gas types must match and the transferred quantity of gas cannot be greater than the volume of space available in the receiving cylinder See page 33 CHECK STATUS The Check function allows for the display of the recent transaction history of a cylinder or equipment See page 34 Inventory The Inventory function displays the curent inventory of gas cylinders for both virgin and recovered gas as well as their identity Information See page 35 0204 gts ese Any repaint ar n whale without he writen permition sf EOS Cate poked PICK UP The Pick Up function modifies an asset s transaction history to reflect the asset being picked up by your location taking custody of the asset To mark an asset as having been picked up begin by tapping the Barcode box 1 then tapping the Camera button 2 to open the capture interface Toscan the barcode of the asset being picked up position the red line across the width of the barcode and press the button on your device used to capture photographs The barcode should be automatically displayed the Barcode box Ia purchase order number exists for the pick up it be manually entered into the Purchase Order box 3 This step is optional After all information has been input tap the Submit button 4 to mark the cylinder as picked up A message will appear below the entry interface 5 either confirming the
14. ders cannot be added with a tero weight of gas After all information has been entered into the fields click the Submit button to save the entry in the system DROP OFF The Drop Off function modifies asset s transaction history to reflect a delivery to a specified location transfering custody Fability to that location Err he cyinder emotion bw ond ci Subrat Drop Off amp as rere Select the drop off location from the To drop down menu box and enter the asset s barcode ID into the Barcode box Ifa purchase order number exists for the drop off enter it inta the Purchase Order box After all info has been entered into the fields lick the Submit button to save the entry in the system RULES The barcode must exist in RAS and must be an active cylinder barcode ick uP The Pick Up function modifies an asset s transaction history to reflect the asset being retrieved by the owner of the asset transferring custody liability back to them on cick Stra Pick Up Purch Orne dots equa ld Enter the asses barcode ID into the Barcode box Ifa purchase order number exists for the pick up enter it into the Purchase Order Clk the Submit button ta save the entry in the system RULES The barcode must exist in RAS and must be an active cylinder barcode TRANSFER The Transfer function adds a quantity of gas from one asset to the quantity of gas in anoth
15. e accepted your connect request will appear as checked Potential partners who have initiated a connect request will appear with Connect button in May tis column Click the button to accept their request Q Ck on the maggio gs on t view the formation about an essing rdi Partner Ber eise Tne Partner ciek the Add rang Partner burton TRADING PARTNERS continued HOME gt TRADING PARTNERS gt MEMBER DETAILS Search fortroding partners by name address city state rip If the trading partner is net found cic Not Found athe bottom to enter her infarction Trading Partner Search sert NETTEN Use the Trading Partner search box to enter in the name of your potential trading partner and click the Search button Soarch Rsults EOS Climate Rows Gab Bank No F Transactions No t Ifthe partner ou searched for is an RAS user their name will appear in the Search Results box Select the Rights level from the Rights drop down menu box and Yes ar Na from the Bank and Transactions permissions drop down boxes Click the Add Member button to submit the Trading Partner request Search For central rch There are no trading partners thet match this ere Click hers to ad a Non Member Trading Petes It your search either brings up no results or brings up incorrect results fallow the link displayed to create a Non Member Trading Partner entry Erter he non member etm on Sare Non
16. e environment DASHBOARD The Dashboard is a graphical representation of the assets being tracked by your enterprise displayed as bar graphs and or pie charts By default the graphs will display the inventory by type for each category of asset and system tracked by RAS The data displayed in these charts can be configured by contacting your system administrator The ranges of data presented in each graph Can be fitered using the drop down menus immediately below the graph Select the data fiters you wish to apply and cick the Refresh button to update The color legend for each graph also allows the user to hide or show a particular value by clicking on the calor of the value in the legend The graph wil automatically refresh to update to the users selection ia value ina pie chart isan aggregated summary m Such as container types clicking on that value will ril down to display another graph with a breakdown ofthe aggregated data REPORTS The Reports interface allows the user to select a report from the drop down lt To generate a report click on the arrow at the far right end of the drop down box which wil display the ist of report types ick on the type of report you wish to generate RAS wil hen generate a presentation from the live system data The Pint button will generate a printer friendly version of the graph data displayed removing graphic elements and organizing the text in a
17. er asset either from cylinder to or from equipment to a cylinder and vice versa Transfer Enter the cylinder barcode the gas is being transferred from in the rom box Enter the cylinder barcode the gas is being transferred to in the To box Enter the amount of gas being transferred in pounds in the Weight box Ia work order number is associated with the gas transfer enter the number into the Work Order box Select the reason for the transfer from the Choose A Reason drop down menu box M Replace leaked gas is selected as the reason for the transfe down menu box select the location of the leak from the Leak Location drap Additonal comments can be appended to the transfer entry in the Comments tert box After all information has been entered into the fields click the Submit button to save the entry in the system RULES Both barcodes must exist in RAS ond must be active asset barcodes The weight of the gas transferred cannot be greater than the capacity of the asset the gas is being transferred to volume of gas greater than what is in the cylinder or equipment cannot be transferred DECOMMISSION The Decommission function removes a system from the RAS tracking system Decommission m Enter the sitem barcode ID into the Barcode box and click the Submit button ta mark the equipment as inactive in RAS RULES The barcode must exist in RAS and mu
18. ing glass conto dril down inta the constant which wil display a list of any items in which information defined in the constant is applicable Click on the magnifying glass icon of the specific item to an interface window allowing you to edit its constant information Refrigerant Pricing Per Pound Information Purity Band 9950 10000 mien 8 ENCCEN Dele RAS MOBILE REFRIGERANT ASSET SYSTEM LOGGING IN i After opening the application by tapping its icon the login interface wil appear Enter your username into the Username box and your password into the Password box then tap the blue arrow to submit your information and login MAIN SCREEN Upon successful login the RAS application will display the six core functions as well as the Logout button To navigate to the function s Interface window tap its eon Pickup The Pick Up function modifies an asset s transaction history to reflect the asset being picked up by the owner Sce page 30 DROP OFF The Drop Off function modifies an seset s transaction history to reflect delivery to a selected location transferring custody lability to that location See page 31 ADD The Add function allows a new refrigerant system to be added ta the RAS system to be tracked See page 32 TRANSFER The Transfer function adds a quantity of gas from one cylinder to the quantity of gas in another cylinder NOTE Fora transa
19. lts Export to Excel The Export to Excl button located at the bottom of the list displayed wil generate a Microsoft Excel spreadsheet document containing the current results displayed To export a more specific range of data the search results first EQUIPMENT Lookin ave 5 o rr fom Qe om om wna porearea WE Np au me The Equipment category displays the equipment in use being tracked by RAS The results displayed can be filtered using the Search bar above the grid Select a category from the Look In drop down menu box and ether select one of the options presented in the For drop down menu box or enter your search term ta define the search results Click on the magnifying glass icon to display detailed equipment information including barcode and serial number its gas weight capacity and type and the equipment owner The equipments transaction history is also displayed below in grid format if applicable Export to Excel The Export to Excel button located at the bottom of the list displayed wil generate a Microsoft Excel spreadsheet document containing the current results displayed To export a mare specifie range of data fiter the search results frt ADD The Add function allows users with appropriate access to add new cylinders and equipment m P TTE MEE CE mig mim pon E e H ri as
20. ng the barcode Tap the Barcode box 1 to select it then tap the Camera button 2 to open the barcode capture interface Toscan the barcode of the asset being dropped off position the red ne across the width of the barcode and press the button on your device used to capture photographs The barcode should be automatically displayed the Barcode box History Submit Tag the Submit button 3 The current status of the asset wil be displayed below the entry interface 8 The History tab 5 can be dragged up from the bottom af the screen to display 3 historical st of the assets status changes NOTE An asset can be deleted from within this function ONLY IF no transaction history exists for the asset To delete the asset you have scanned tap the Delete button 6 An asset with transaction history cannot be deleted from within the mobile application Sans tos Cms AN gs Reseed Any reproduction pat ar n le writen permision sf EOS Cist prit inventory INVENTORY INVENTORY RECOV CYL 18 INVENTORY The Inventory function displays the curent inventory of gas cylinders for both virgin and recovered gas aswell as their entity information The current inventory of both virgin gas cylinders and recovered gus cylinders is displayed 1 Drag the Inventory tab 2 up to display identity information about the gas cylinders in inventory 3 E invent Inventory
21. otten their tes amarag password Enter the security question and answer in the indicated fields 4 NOTE Users that are invited by EOS Climate are automatically accounts Admin level accounts can create new users for their company and must assign appropriate levels 212 of access for al new user accounts LOGGING IN Telogin to the Refrigerant Asset System website located at REFRIGERANT refrigerantossetsystem com enter your verified username ASSET SYSTEM and password in the fields provided and click the Log in button This verified username and password wil also grant access to the RAS mobile application refrigerantassetsystem com RAS WEBSITE OSEE EE OVERVIEW THE HOME SCREEN After a successful login the user wil 5 ERIS 7 te presented wth te hoe screen Sine ving modesto mes U aanmer Tour eserves Any modules unable tothe wi spper Eger ou e ond wi nate E activated Only system administrators tan grant or modify user access privileges Clicking on the RAS logo in the upper left corer anywhere in the site will return the user to this home sereen The Help link is located to the left of the Refrigerant Asset DASHBOARD The Dashboard functions are presentations of summary data collected by RAS These include the graphic Dashboard display the Reports generation interface and grid views of Banked Gas See page 7
22. sical locations which are referenced throughout RAS The results displayed can be filtered using the Search bar above the grid Select either Address ar Name from the drop down menu box then enter your search term in the For box to define the search results Export to Excel The Export to Excel button will generate a Microsoft Excel spreadsheet document containing the current results displayed To export more specific range of data fiter the search results first Click on the magnifying glass icon to modify the existing information about the selected company COMPANY LOCATIONS continued HOME gt COMPANY LOCATIONS COMPANY LOCATION DETAILS Ener to eaten blow and cick Save Company Location Name Leak ate Enter the name of the location as you wish it to be referenced throughout the system in the Location Name box and the location s physical address in the Address box Choose the leak rate formula used by the company from the Leak Rate drop down box After all information has been entered into the fields click the Save button to save the entry in the system or Save amp New to save the entry and immediately create a new Company Location entry COMPANY SERVICES Lantin eic Ss Aaa The Company Services category displays the services that your company performs at your location referenced throughout RAS The results displayed
23. st be an active system barcode RECLAIM The Reclaim function tracks gas that has been purified Reta Enter the barcode of the cylinder being reclaimed in the Barcode box Enter the weight of gas before being purified into the Gross Weight box Enter the weight of successfully purified gas into the Net Weight box Enter the final gas purity into the Party box Ali fields are required and must be filed before the entry can be saved wort Gas that is 99 5 pure con be banked A lesser percentage will be simply reclaimed After all information has been entered into the fields click the Save button to save the entry in the system or Save amp New to save the entry and immediately create a new Reclaim entry DEMANUFACTURE The Demonufacture function is active only for appliance recycler porri Demanutacture comen a pres etosan Troe mo TADE commen erro ras ag nin t No eel Specify the range of time the demanufacturings took place using the Star Date and End Date calendar bores Select the type of refrigerant from the Refrigerant Type drop down box Enter the total numberof units processed during the date range specified in step 1 Enter the number af dead unis processed The number of live unis processed will be automaticaly generated based on the two previous entries Select the barcode of the receiving cylinder from the drop down menu box
24. successful status update or displaying an error message detailing discrepancies preventing the successful transaction Pick m 3 1 24 RAS cos Cms AN gs Reseed Any reproduction in pat ar in le without he writen permission oS Cist prit DROP OFF The Drop Off function modifies an asset s transaction history to reflect a delivery toa selected location transferring custody liability to that locaton To mark an asset as having been dropped off begin by tapping the Select a Location drop down menu box 1 A list of location wil be displayed 2 Select your drop off location from the list To capture the barcode of the asset being dropped aff tap the Barcode box 3 to selecti then tap the Camera button 4 to open the barcode capture interface Toscan the barcode of the asset being dropped aff position the red line across the width of the barcode and press the button n your device used to capture photographs ui s Submit CCharteVile Chartevile WV ee ee SEQ r3 em 5 The barcode should be automatically displayed the Barcode box Submit Ma purchase order number exists for the drop off it can be manually entered into the Purchase Order amp box 5 This step is optional After all information has been input tap the Submit button 6 to mark the cylinder as dropped off message will appear below the
25. ust accept the invitation by following the link embedded in the email before they can begin using RAS Security Role levels are as follows ADMIN Can add new users sees company wide alert notifications ACCOUNTANT Manages trading partner relations MANAGER Sees all location wide alert notifications USER Access to non administrative functions USER PROFILE Yon ni Jo on m 2 te The User Profil category displays and allows for the modification of the current users access privileges as ae the modification of the user s login email and password To change the user s email ick the Change email address button HOME gt USER PROFILE gt CHANGE EMAIL Enter the user s new email address and lick the Save button An email will be sent to that address for the user to confirm the change HOME USER PROFILE gt CHANGE PASSWORD Change Your Password Password New Confirm New To change the user password enter the user s original password in the Password box and the new password in the New Password box Repeat the new password in the Confirm New Password box and click the Change Password button to save the changes CONSTANTS HOME CONSTANTS Dt ere eee Q rotes ig Per Pound The Contants category displays and allows for the modification of the constants referenced throughout the site algorithms Clk on the magnify
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