Original article
Comparative anatomy of male genital organs in the genus Apis
G Koeniger N Koeniger M Mardan G Otis S Wongsiri
1 Institut für Bienenkunde
(Polytechnische
Gesellschaft), Universität Frankfurt,Fachbereich Biologie
Karl-von-Frisch-Weg
2, D-6370 Oberursel,Germany;
2University Pertanian Malaysia, Department of Plant Protection, 43400
Serdang, Selangor,
Malaysia;3
Chulalongkorn University, Faculty
of Science,Department
ofBiology,
Bee
Biology
Research Unit,Bangkok
10500, Thailand (Received 17 January 1991;accepted
30 July 1991)Summary — Comparative morphological
studies of male genitalia from 6 honey bee species re-vealed distinct qualitative differences in each
species
in both evertedendophalli
and endophalli insitu. The endophalli in situ can be studied in drones preserved in ethanol. The
following
charactersare most suitable for classification in situ: 1) pattern of the ventral hairy field of the vestibulum; 2)
number of folds and hairy patches of the ventral cervix; 3) form of the dorsal hairy field of the cervix;
and 4) the form of its appendage (lobe). Three types of
endophalli
can be classified. One type is present in thecavity-nesting
honeybees A mellifera, A cerana and A koschevnikovi, the second in thefree-nesting
dwarf honeybees A andreniformis and A florea and the third in the A dorsata com-plex.
Apls / morphology
/reproduction
/endophallus
/systematics
INTRODUCTION
In
Apis species, especially
in Amellifera,
there is a broadgeographic
variation in bothmorphometric
and behavioral charac- ters which whenquantified
allows thecharacterization of many
subspecies.
Maa(1953)
classified many of thesegeograph-
ic variants as true
species. However,
the"well documented
quantitative intraspecif-
ic
variability
of A mellifera has to be re-garded
asexemplary
forselecting
spe-cies-specific
characters within thegenus"
(Ruttner, 1988).
Malegenitalia,
for exam-ple,
showqualitative
differences in mor-phology,
which areabsolutely specific
inApis mellifera, Apis
cerana,Apis
dorsataand
Apis
florea(Simpson,
1960, 1970;Ruttner, 1988).
This alsoproved
to betrue for the
recently
rediscoveredspecies Apis
koschevnikovi(Tingek
etal, 1988)
and
Apis
andreniformis(Wongsiri
etal, 1990).
*
Correspondence
and reprintsThus the
anatomy
of the malegenitalia
becomes an
important
tool for the classifi- cation into truespecies
orsubspecies.
InApis
the malecopulatory
organ is a mem- branousendophallus.
The drone everts itduring mating by contracting
the abdomi- nal muscles andpumping hemolymph
intoit.
During
its insertion into the queen it is encounteredby
pressure from the smallsting
chamber and bursacopulatrix.
Ever-sion can be induced
artificially by pressing
the
abdomen,
but it is different from the natural eversion in the presence of the queen. Thecounter-pressure
of the queen ismissing (Woyke
andRuttner,
1958; Koe-niger, 1985, 1986). Further, only
with sex-ually
mature and well-fed drones can ever-sion be induced
easily.
The
anatomy
ofendophalli
has been studiedmostly
from evertedendophalli.
The results are sometimes
contradictory,
becauseartificial
eversion is often incom-plete.
As a result theshapes
ofendophalli
of the same
species
lookquite
different.For
example,
there are 3 different draw-ings
of theendophallus
of A dorsata:by Simpson (1970), McEvoy
and Underwood(1988)
andKoeniger
et al(1990a). (The drawing by McEvoy
and Underwood(1988)
isactually
of the A laboriosapenis.
They
found "nodiagnostic
differences be- tween the malegenitalia
of A laboriosa and Adorsata").
Thedrawings
of the en-dophalli
of A koschevnikovi and A andreni- formisby
Mathew and Mathew(1990) again
show differences from theprevious
ones
(Tingek
etal, 1988; Wongsiri
etal, 1990).
Further,
it is notpossible
to obtain ev- ertedendophalli
from fixed or dried drones. Thus many dronesamples
cannotbe used for studies if
only
everted endo-phalli
are examined.To avoid these difficulties and to find an
additional method to
recognize
the charac- teristic structures of theendophalli,
a de-tailed
description
of the unevertedendo- phallus
in situ could behelpful.
Snodgrass (1956) gives
theanatomy
of uneverted and evertedendophalli
in A mel-lifera. Bährmann
(1961)
examined the un-everted
endophalli
of Amellifera, A
cera-na, A
florea and A dorsata from driedmuseum
specimens.
He found several di-agnostic
differences in themorphology
ofthe organ in the 4
species.
In this paper uneverted and everted en-
dophalli
of 6 differentspecies
are de-scribed and
compared.
MATERIALS AND METHODS
Samples
of drones were collected inMalaysia:
A koschevnikovi (n = 5) in Sabah, A andrenifor- mis (n = 5) in Johore, A cerana and A dorsata
(n = 50) in
Selangor.
Drones of A florea (n = 7)were collected in
Bangkok,
Thailand and drones of A mellifera in Oberursel,Germany.
To
study
evertedendophalli
drones were col-lected
during
the time of droneflight
for eachspecies.
Bypressing
the abdomen between fin- ger and thumb theendophallus
was everted (Moritz, 1989). Aphoto
was takenimmediately following
which the drone waspreserved
in 70%ethanol. Fine structures were studied under the
microscope (magnification
60-250X).Uneverted
endophalli
were dissected and isolated either from freshly killed drones or from drones preserved in 70% ethanol. After removal of the tergites anddigestive
tract, the mucusglands
were easy torecognize.
Then thegenital
apparatus was isolated byseizing
the ductusej-
aculatorius between both mucus
glands
andpulling
all thegenital
apparatus up. The last ster- nite (sternum 9),penis
valves and lamina para- meralis were separated from the drone and re-mained attached to the
endophallus.
Theisolated apparatus was transferred into a new
dissections dish and fixed with a needle through
the last sternite. Very carefully the cornua were
straightened
with a small soft brush. Theepithe-
lia were removed with the brush until the chiti- nized structures were easy to
recognize.
Somesamples
were stained withmethylene
blue. Theisolated
genital
apparatus was preserved in70% ethanol.
RESULTS
In all
Apis species
3 mainparts
of themembranous
endophallus
can be distin-guished: 1), the
vestibulum with cornuaand
hairy patches; 2),
the cervix withhairy patches
and aspecial
lobe("fimbriate lobe"); 3)
the bulbus.Uneverted
endophalli
Differences in
morphology
between thespecies
occurred in allparts (figs
2 and3).
Vestibulum
(V)
The cornua
All cornua in situ are
extremely
wrinkledand folded.
They
can be unfolded and stretchedeasily
whenpulled
from thetip.
The cornua are different in
form, length
and subdivisions. All
species
have 1pair
ofventral cornua
(vC). Usually
one ventralcornus is a
simple tube,
but in A dorsata each ventral cornus branches into 2long
tubes. The dorsal cornua
(dC)
are alsopaired. They
are much shorter and have severalbulges
and notches. In Amellifera,
A florea and A andreniformis thebulges
are small and at different
positions.
In Akoschevnikovi 3
bulges
areelongated
intotubes;
thiselongation
is even more pro-nounced in A cerana. In A dorsata each ventral cornus is
elongated
into 2long tubes,
1 of them with an additionalbulge.
In all
species sexually
mature drones(undertaking mating flights)
have anorange-colored
secretion inside the cornua(Koeniger et al, 1990b).
The
hairy
fields on the ventral side of the vestibulum in mostspecies
arepointed
at the border with the cervix.
Only
in A ce-rana the border is flat. The
density
of thehair varies within the
field,
thusforming
dif-ferent
patterns.
The field ends in A ceranawith a
densely
hairedstripe.
Cervix
(Cer)
The cervix starts behind the
origin
of thecornua and the ventral
hairy
field of thevestibulum and ends after the lobe. Often it is twisted into a
spiral. Only
in A florea and A andreniformis is itstraight.
Hairy patches
In all
species
there arehairy patches
onthe ventral and dorsal side of the cervix.
In A
koschevnikovi, A
cerana and A mellifera the ventral side of the cervix has folds(FCer) :
6 in A cerana, 10-12 in Akoschevnikovi and = 9 in A mellifera.
Some of the folds carry hairs. In the other 3
species
there are nofolds,
but different numbers of smallhairy patches:
9-11 in Adorsata,
4 in A andreniformis and very thinstripes
in A florea. The dorsal hairs formone
big patch
with differentshapes.
The lobe
(L)
The lobe is similar in A
koschevnikovi, A
mellifera and A cerana. It has a notch at theend,
and each side has 13-15fringes (fimbria).
In A cerana the notch is muchdeeper
than in the other 2species.
Thelobe of the
free-nesting types
has nofring-
es
(fimbria).
In A dorsata it has 4deep
notches that divide the lobe into 4 un-
scored
appendages.
The lobes of A florea is subdivided into 3 differentbulges,
and Aandreniformis has one lobe with one
pair
of
long
thinappendages
and 3pairs
ofshort ones.
Bulbus
(B)
The bulbus of A mellifera is
large
and haschitinous
plates (chP),
which are notpresent
in the otherspecies.
The bulbus in A dorsata isrelatively
smallcompared
tothat of A
cerana, A
koschevnikovi and A mellifera. The bulbus opens into the duc- tusejaculatorius (Dej).
Thisjunction
formsthe gonoporus in the everted
endophallus.
In A andreniformis and A florea the bulbus is a thin tube and its apex cannot be distin-
guished
from thebeginning
of the ductusejaculatorius.
Everted
endophalli
During
eversion theendophallus
is filledby hemolymph
and air to increase its sta-bility by
inner pressure. The former "inside"then becomes the "outside". All wrinkles and folds are extended and as
long
as thehigh
pressurepersists
allendophalli
havetypical
curves andshapes (fig 4).
Vestibulum
(V)
The ventral cornua
(vC)
of Amellifera,
A koschevnikovi and A cerana first extendposteriorly
but thetips
are recurved ven-trally
to differentdegrees.
This isopposite
in A andreniformis and A
florea,
where thecornua curve back
dorsally.
The 2long
tubes of the ventral cornua of A dorsata
are coiled to a
spiral.
The dorsal cornua
(dC)
are smallerand
have 2 or 3
appendages.
In A koschevni-kovi
they
look like littleballs;
in A ceranathey
form small tubes. A dorsata drones have thelongest
dorsal cornua(3 tubes);
A mellifera drones have the shortest dorsal
cornua
(one bump).
The orange secretion of the everted cornua covers their outer surface.The
hairy patches
on theventral
sidecorrespond
to theshapes
insitu,
but be-cause of the extension of the vestibulum the hairs appear less dense.
Cervix
(Cer)
The
cervix,
which is a thin tube at the be-ginning
of theeversion,
is soon widened toa thick duct in A mellifera and A cerana.
The
spiral
character has vanished. The duct is a littleelongated
in A koschevnikovi andlong
and thin in A dorsata. The ventralhairy patches
areplaced
on littlehumps,
but it is difficult to
recognize
the samenumber of
humps
as folds in the unevertedendophallus. Presumably
the extension of the cervix eliminates some of them.The relative
length
of the extended cer-vix - measured from the end of the ventral
hairy
field of the bulbus to the orifice of the lobe - is different. It is onequarter
of the totallength
of theendophallus
in A mellife-ra, one third in A cerana, two fifths in A
koschevnikovi,
and one half in A dorsa-ta. In A andreniformis and A florea it is less than one
quarter.
In the unevertedstage
the cervix has about the same
length
in 5species. A
dorsata is theonly exception,
because the cervix is not folded.
The dorsal
hairy patches
are broadenedbut show similar
shapes
as in the unevert-ed
endophallus.
The lobes have the same characteristic number of
fringes (fimbria)
and subdivi- sions asthey
have in situ.However, they
are
extremely
extendedby
pressure, thuschanging
theshape considerably.
Bulbus
The
bulbi are bentdorsally
in Amellifera, A
cerana and A koschevnikovi.
They
oftencontain mucus and sometimes the mucus
is
ejaculated
but remains on the outer sur-face of the bulbus. The bulbus of A mellife-
ra contains chitinous
plates (chP).
The bulbus of A dorsata is bent
ventrally
and is smaller than in the former
species.
Italso contains some mucus. In A andreni- formis and A florea the bulbus forms a thin tube and is rather
pointed apically.
Mucuswas not
recognized.
DISCUSSION
In all
species examined,
distinctqualitative
differences in the
morphology
of the endo-phallus
could berecognized. Comparing endophalli
in situgives
a reliable method toclassify
theApis species, using
fresh orpreserved
drones. Evendry specimens
can be used for examination
(Bährmann, 1961). This
method mayhelp
toclarify
whether there are differences between the
endophalli
of A dorsata and Alaboriosa,
aquestion
still under debate(Koeniger
etal, 1990a).
The
following
characters areclearly
dif-ferent in the uneverted
endophalli
of the 6examined
species : 1) pattern
of the ven- tralhairy
field of the vestibulum;2)
number of folds andhairy patches
of the ventralcervix; 3),
form of the dorsalhairy
field ofthe
cervix;
and4),
the form of its lobe.On the other
hand, during preparation
ofendophalli
in situ thelength
andform,
par-ticularly
of the cornua andcervix,
may bechanged.
Theseparts
areeasily
stretchedbecause
they
areextremely
wrinkled and folded.Everted
endophalli give
additional infor- mation which cannot be obtained with en-dophalli
in situ. Forexample,
the bend of the cornua eitherdorsally
orventrally
can-not be
recognized
in the uneverted organ.The same is true for the
bending
of the bul-bus,
which also differs between the spe- cies. While the bulb turnsdorsally
in thecavity-nesting species,
it turnsventrally
inA dorsata. Also in A andreniformis and A florea the thin bulb turns
ventrally directly
after the
lobe,
thenforming
a "dorsal hook".The different
length
of the cervix canalso
only
beeasily recognized
in the evert-ed
stage.
Itslength steadily
increases from Amellifera, A
cerana to A koschevnikovi.The
longest
and thinnest cervix is in A dor- sata. The dwarfhoneybees A
andrenifor- mis and A florea haveextremely
short cer-vices.
Evaluating
theendophalli,
both in situand in the everted state, one can distin-
guish
3 maintypes : 1), the
bulbus is thick and bentdorsally;
the ventral cornua isbent
ventrally; production
of mucus andlobe with fimbria are observed. This
type
is found in thecavity-nesting species:
A mel-lifera,
A cerana and Akoschevnikovi; 2),
The bulbus is
thin
andelongated;
the cer-vix
short,
the ventral cornua bentdorsally;
there is little or no mucus; the lobe is with- out fimbria. This
type
is found in free-nesting
dwarfhoneybees
A andreniformisand A florea.
3)
The bulbus is small and bentventrally;
there are ventral cornuawith 2
long tubes;
the lobe is divided into 4parts
and is withoutfimbria;
the cervix isextremely long.
Thistype
is found in the dorsata group.The differences in
morphology
may pro- vide additional information forevaluating
the relation and the
phylogeny
of the hon-ey bee
species.
Form, course andlength
of the bulb and the cervices seem to be suitable for thisevaluation, especially
incombination with sperm number and the mechanism of sperm transfer
(Koeniger
and
Koeniger, 1990a,b; Koeniger
etal, 1990c).
Little is known about
intraspecific varia-
tion ofmorphological
characters. For ex-ample,
the number ofhairy patches
of thecervix varies between 9-11 in A dorsata drones from 1
colony. Further,
thetype
of hairs on theendophallus might
be usefulfor both inter- and
intraspecific
variations.In A
mellifera, Woyke (1958)
describes 7 differenttypes
of hairs on differentparts
of theendophallus. Thorough
studies of intra-specific
variation of theendophalli
are stilllacking.
Résumé —
Étude comparée
del’organe génital
mâle dans le genreApis.
L’étudemorphologique comparée
desendophal- lus, après
leuréversion,
a révélé des diffé-rences nettes entre les 6
espèces
d’abeilles
(Ruttner, 1988; Tingek
etal, 1988; Wongsiri
etal, 1990). Souvent,
l’éversion artificielle estincomplète.
Parconséquent,
des dessinsd’endophallus
dela même
espèce
ne sont pastoujours
iden-tiques (Koeniger
etal, 1990).
Pour remé-dier à ces
difficultés,
des études compara- tivesd’endophallus
in situ ont été réalisées chez Akoschevnikovi,
A cerana, A mellife-ra, A
dorsata, A florea and A andrenifor- mis. Ces résultats ont étécomparés
àceux des
endophallus après
éversion. Les mâles ont été collectés enMalaisie,
en Thaïlande et enAllemagne,
et conservésdans l’éthanol à 70%.
Le
plan d’organisation
del’endophallus
membraneux est
identique
chez toutes lesespèces d’Apis.
Troisparties principales peuvent
êtredistinguées (fig 1) :
1)
Le vestibule(V)
avec des cornules ventrale et dorsale(vC
etdC),
et une airepileuse.
2)
Le cervix(Cer), qui comporte égale-
ment des surfaces
pileuses
et un lobespé-
cial
(le
lobefeuilleté).
3)
Le bulbe(B).
Dans ces différentes
parties,
il y a des différences nettes entre lesespèces
d’abeilles
(figs
2, 3 et4 ) :
1)
Les airespileuses
du vestibule ont une forme différente danschaque espèce.
2)
Les cornules(C)
sont subdivisées en unepartie
ventrale(vC)
et unepartie
dor-sale
(dC).
La forme et la taille sont diffé- rentes, mais une sécrétion de couleur orange estprésente
dans toutes lesespè-
ces.
3)
Lalongueur
du cervix(Cer)
est diffé-rente : A dorsata a un très
long cervix;
ilest très court chez A florea et A andrenifor-
mis,
cequi
rend sa reconnaissance aisée dansl’endophallus après
éversion. Les dif-férences suivantes sont
plus
faciles à met-tre en évidence dans des
endophallus
insitu : nombre des
petites
tachespoilues
etdes
plis
du côtéventral,
forme des surfa-ces
pileuses
dorsales.4)
Le lobe feuilleté(L)
a despoils
seule-ment chez les
espèces
nichant à l’intérieur decavités;
chez Adorsata,
le lobe est divi- sé en 4prolongements.
Le lobe d’A florea est subdivisé en 3 renflementsdifférents,
et A andreniformis a un lobe
comportant
une
paire d’appendices longs
et minces et3
paires d’appendices
courts. Les différen-ces dans ce lobe sont
plus
faciles à recon-naître dans
l’endophallus
in situ.5)
Le bulbe esthypertrophié unique-
ment chez les
espèces
nichant dans descavités,
et chez Adorsata,
il estrempli
demucus au cours de l’éversion. Il
comporte
desplaques
chitineusesspéciales (chP) uniquement
chez A mellifera. Chez A flo- rea et Aandreniformis,
le bulbe forme un tubelong
et fin et se termine enpointe.
Les
endophallus
in situ montrent suffi-samment de différences
qualitatives
entreles
espèces
pour être utilisés pour la clas- sification de cesespèces.
Lesendophallus
in situ et
après éversion, permettent
de sé-parer 3
types
différents :1)
Lesespèces d’Apis
nidifiant dans des cavités ont un bulbe biendéveloppé, qui
se recourbe dorsalementaprès
éver-sion,
etqui
contient du mucus; les cornu-les sont courbées ventralement
après l’éversion;
le lobe du cervix est feuilleté.2)
Les abeilles naines A florea et A an-dreniformis ont un bulbe
long
etfin, qui
contient peu ou pas de mucus; les cornu-
les sont courbées dorsalement
après l’éversion;
le cervix est très court et le loben’est pas feuilleté.
3)
Le groupe dorsata a un bulbe relati- vementplus petit, qui
se recourbe dorsale- mentaprès
l’éversion. Il contient du mucus; le cervix est trèslong,
son lobe a 4appendices.
Les cornules ventrales sont branchées dans 2longs
tubes enroulés.Les cornules dorsales se ramifient en 3
parties.
Apis
/endophallus
/morphologie
/ re-production
/systématique
Zusammenfassung — Vergleichende
Anatomie der männlichen
Begattungs-
organe innerhalb der
Gattung Apis.
Ver-gleichende morphologische
Studien vonevertierten
Endophalli
der Drohnen habengezeigt,
daß bei 6Honigbienenarten
deut-liche Unterschiede bestehen
(Ruttner,
1988;Tingek
etal,
1988;Wongsiri
etal, 1990).
Da die künstliche Eversionhäufig
ineinem unterschiedlichen Stadium stehen bleibt, sind
Zeichnungen
vomEndophallus
derselben Rasse manchmal unterschied- lich
(Koeniger
etal, 1990).
Um dieseSchwierigkeiten
zuvermeiden,
wurde einevergleichende Untersuchung
von Endo-phalli
in situ bei Akoschevnikovi, A
cerana, A
mellifera, A dorsata, A
florea and A andreniformisgemacht.
Diese Er-gebnisse
wurden mit den Befunden der evertiertenEndophalli verglichen.
Die Drohnen wurden in
Malaysia,
Thai-land und Deutschland
gesammelt
und in70% Ethanol aufbewahrt.
Der
Endophallus
isthäutig
und in dieserForm nur bei
Apis
Arten vorhanden. Er weist bei allen Arten eine verwandtschafli- cheBeziehung
auf. Er ist immer in drei Zonenuntergliedert (Abb
1, 2 und3) : 1)
Das Vestibulum
(V)
mit ventralen und dor- salen Cornua(vC
unddC)
und Haarfel-dern; 2)
die Cervix(Cer)
ebenfalls mit Haarfeldern und einemlappigen Anhang (L); 3)
der Bulbus(B),
das Endstück.Die einzelnen Abschnitte weisen inner- halb der
Apis
Arten deutliche Unterschiede im Bau auf :1)
Die Haarfelder am Vestibulum haben bei allen Arten eine unterschiedliche Form.2)
Die Cornua(C)
unterteilen sich in einen ventralen(vC)
und dorsalen(dC)
Teil. Sie sind bei allen Arten verschieden
geformt
und auch unterschiedlichlang.
Alle haben ein
orangefarbenes
Sekret.3)
DieLänge
der Cervix istverschieden,
A dorsata hat eine besonderslange Cervix,
A florea und A andreniformisdage-
gen eine besonders
kurze,
was leicht im evertierten Zustand zu erkennen ist. Die Anzahl von kleinen Haarfelder und Faltenan der Ventralseite ist
unterschiedlich,
ebenso die Form des Haarfelds auf derDorsalseite. Das wiederum ist leichter in situ zu sehen.
4)
Der"Federanhang" (L)
ist nur bei denhöhlenbrütenden
Arten, A mellifera, A
cerana und A koschevnikovi
federförmig.
Beim
Endophallus
in situ ist in der Mitte eine Kerbe zuerkennen,
die bei A cerana tiefeingeschnitten
ist. DerAnhang
bei Adorsata ist
grob vierlappig,
bei A andreni- formis ist derAnhang
zu verschiedenlangen
dünnen Schläuchen ausgezogen, bei A florea sind nur kurze Ausläufer vor-handen. Die
Unterscheidung
des"Federanhangs"
ist am deutlichsten amnicht evertierten
Endophallus
zu erkennen.5)
Der Bulbus ist bei den höhlenbrüten- den Arten und A dorsatazwiebelförmig
er-weitert und ist im evertierten Zustand mit weißem Mucus
gefüllt,
bei A mellifera ent-hält er zusätzlich
paarige Chitinspangen.
Bei A andreniformis und A florea ist der Bulbus
lang
ausgezogen und endet in einerSpitze.
Endophalli
in situ lassen ausreichendqualitative
Unterscheide zwischen den Artenerkennen,
um sie zurKlassifizierung
zu benutzen. Sowohl
Endophalli
in situ alsauch im evertierten Zustand
zeigen,
daßes 3
Typen gibt.
Die höhlenbrütenden
Honigbienenarten
haben einen
dicken,
dorsalgebogenen Bulus,
der im evertierten Zustand Mucusenthält,
die Cornua sind ventralgebogen,
der
Anhang
an der Cervix istfederförmig.
Bei den
Zwerghonigbienen A
andreni-formis und A florea ist der Bulbus dünn und
lang
und enthältwenig
oder keinenMucus,
die Cornua sind dorsalgebogen,
die Cervix ist sehr kurz und ihr
Anhang
istnicht
federförmig.
Bei A dorsata ist der Bulbus relativ klein und dorsal
gebogen
und enthält Mucus.Die Cervix ist extrem
lang,
ihrAnhang
be-steht aus 4
ungekerbten Lappen,
die ven-tralen Cornua sind
zweigeteilt
und sehrlang
ausgezogen. Auch die dorsalen Cornua sind relativlang
und sinddreige-
teilt.
Apis
/Morphologie
/Reproduktion
/Endophallus
/Systematik
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