Building Information Modelling for

Asset Management (BIM-AM)

Standards and Guidelines Version 3.0

Appendix C – User Manual for Asset Information Management Platform

(AIMP)
Building Information Modelling for
Asset Management (BIM-AM)
Standards and Guidelines Version 3.0 Appendix C

Table of Content

1. INTRODUCTION ................................................................................................................ 1
1.1 Purpose.................................................................................................................................. 1
1.2 Terminologies ....................................................................................................................... 1
1.3 System Integration ................................................................................................................ 3
1.4 Function List ......................................................................................................................... 3

2. FUNCTION DETAILS ......................................................................................................... 4

2.1 Basic Functions ..................................................................................................................... 4
2.1.1 Logging In ............................................................................................................................. 4
2.1.2 Logging Out .......................................................................................................................... 5
2.1.3 Changing Functional Location .............................................................................................. 5
2.1.4 Changing Passwords ............................................................................................................. 6
2.1.5 Homepage (Dashboard) ........................................................................................................ 7
2.2 Asset List .............................................................................................................................. 8
2.2.1 Adding Assets ..................................................................................................................... 12
2.2.2 Editing Assets...................................................................................................................... 13
2.2.3 Deleting Assets.................................................................................................................... 14
2.2.4 Clearing the Relationship .................................................................................................... 15
2.2.5 System Topology................................................................................................................. 16
2.2.6 Documentation .................................................................................................................... 20
2.2.7 Photo (Asset Images) .......................................................................................................... 21
2.3 Importing............................................................................................................................. 24
2.4 Exporting............................................................................................................................. 27
2.5 Synchronizing ..................................................................................................................... 29
2.6 File Management ................................................................................................................ 31
2.6.1 Adding Individual Files ...................................................................................................... 32
2.6.2 Adding Files with Predefined Folder Structures ................................................................. 32
2.6.3 Searching for Files .............................................................................................................. 33
2.6.4 Modifying File Names ........................................................................................................ 33
2.6.5 Deleting Files ...................................................................................................................... 33
2.6.6 Adding Folders.................................................................................................................... 34
2.6.7 Download Files ................................................................................................................... 34

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Building Information Modelling for
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Standards and Guidelines Version 3.0 Appendix C

1. Introduction
EMSD manages over 20 systems (level 1) and over 200 sub-systems (level 2). EMSD currently
uses an ERP system based on SAP namely CCS to manage all asset attributes through pre-defined
spreadsheet template sets. EMSD also manages asset BIM model information in Revit and its data
exchange with other asset management applications (BIM-AM) such as Archibus and Planon.

Asset Information Management Platform (AIMP) is a web-based system for EMSD to manage
asset information and relationship. It utilises spreadsheet / COBie / COBieLite to exchange
information with other system like CCS, Revit, Archibus, and Planon.

1.1 Purpose
This document provides information on how to use the Asset Information Management Platform
(AIMP).

1.2 Terminologies
Terminology Description
Level 1 Asset  System level (e.g. LVSB)
 Common and specific attributes of system
Level 2 Asset  Equipment level of a system (e.g. Switchgear of LVSB)
 Have equipment level common and specific attributes
Equipment/Asset Type  Represent an abstract asset
 Different meaning with BIM asset type
 Both BIM asset type data and BIM asset component data are
store in AIMP instance level
Asset Instance  Represent a physical asset in a particular function location
 Different meaning with BIM asset component
 Both BIM asset type data and BIM asset component data
store in
 AIMP instance level
Asset Code  Unique identifier of an asset instance in EMSD
 AIMP identifier
Equipment No.  A unique identifier of an asset instance in CCS which is
assigned by CCS for new asset

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Terminology Description
Functional Location  Physical location identifier, each level 1/2 asset instance has
one
 and only one functional location
 User can be assigned with more than 1 functional location to
 manage his responsible assets
 Example: Room 3, 4/F, Block A in a building
System Topology  Graphical presentation of asset instance relationships (i.e.
parent-child, associated, and grouped)
BIM  Building Information Modelling
 Industrial modelling standard of building information
 EMSD uses Autodesk Revit to manage BIM model
COBie  Construction-Operations Building information exchange
 International standard for the exchange of information
regarding
 facility assets in spreadsheet format
COBieLite  XML format of COBie files
Autodesk Revit  BIM modelling tool under Autodesk brand
 Plug-in in Revit to import/export COBieLite files
 With native export to COBie files via Autodesk Plug-in (i.e.
COBie Extension for Revit)
Archibus  One of the BIM-AM Systems
 Support bi-directional data exchange with Revit
 It supports multiple format such as COBie/COBieLite
Planon  One of the BIM-AM Systems
 Support bi-directional data exchange with Revit
 It supports multiple format such as COBieLite
CCS  SAP-based Asset Management System
 Use asset template spreadsheets to communicate with third
party applications

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1.3 System Integration

The relationships between EMSD’s BIM-AM systems are illustrated as follows:

1.4 Function List

Specific access rights to different AIMP functions are assigned to different roles.

No. Function Description

1 Basic Functions  Login / Logout

 Change password
 Switch function location.
2 Asset List  List and display asset instance by level 1 and level 2
 Search asset
 Add/Edit/Delete asset
 Add/Remove asset relationship (topology)
 Present relationship information in graphical format
 Add/Remove asset document
 Add/Remove asset photo
 Display attribute definition
 Download CCS asset template
3 Importing  CCS
 COBie
 COBieLite (asset code)

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No. Function Description

 COBieLite (GUID)
 Relationship
 Relationship (Clear Current)
 Asset Tag & Zone Tag
4 Exporting  Attributes Definition
 CCS
 COBieLite (asset code)
 COBieLite (GUID)
 COBieLite (asset code and GUID only)
 COBieLite (Revit)
 Revit Checkset File
 Unuse Asset Code
 Unuse Zone Tag
 Unuse Asset Tag
5 File Management  Add shared document in equipment-wise
 Add/Remove sub folder
 Add/Remove/Rename/Search/Download file

2. Function Details

2.1 Basic Functions

2.1.1 Logging In

Open the web browser.

Input https://utils.bim.emsd.gov.hk/aimp/index in the address bar.
Input your username and password (provided by EMSD). Then click “Log In”.

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The minimum requirement to access AIMP are as follows:

 Web browser: latest version of Google Chrome
 Monitor resolution: 1920 x 1080

2.1.2 Logging Out

Click “Sign Out” to logout the system.

2.1.3 Changing Functional Location

Assets are stored by functional locations. A number of functions in AIMP are based on
function location such as data import/export.

1
1
2
2

Click <Username> (<Function Location>).

Click “Change Functional Location” from the dropdown list.

“Change Functional Location” dialog box appears. Pick the functional location from the

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dropdown list and then click “Confirm”. System is then reloaded and “Selected Function
Location” dashboard appears.

The newly selected Functional Location appears on the top right corner (next to Username).

2.1.4 Changing Passwords

11

22

Click <Username> (<Function Location>).

Click “Change Password” from the dropdown list.

“Change Password” dialog box appears. Fill in Current Password, New Password and
Confirm Password, then click “Save”.

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2.1.5 Homepage (Dashboard)

22
11

On the homepage (dashboard), LEVEL1 equipment and corresponding LEVEL2 equipment

summary are displayed in the specified Function Location.
User can display LEVEL2 equipment summary (on the right) by select corresponding
LEVEL1 equipment row (on the left).

Column Name Description

CCS Asset Asset template ID in CCS
Equipment Name Equipment Name
Total Total number of assets of the equipment type
Topology Total number of assets which have relationship (topology)
Invalid Total number of assets which pass the validation
Interface Total number of assets which have interface

User can manage asset records in “Asset List” by click on blue color number in LEVEL1 and
LEVEL2 equipment row. Corresponding asset page for selected equipment appears.

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4) User can sort and search in LEVEL1 and LEVEL2 tables.

2.2 Asset List

User can Add / Edit / Delete Assets of the underlying system and equipment and their associated
relation (topology), photo and documents in the following five sections on this page.

B
A
D
C

Section A
Display by equipment name (e.g Chiller) with asset template ID (e.g AC1201).
The red folder icon indicates LEVEL1 equipment type, and the blue folder icon indicates
LEVEL2 equipment type.
Select a specific equipment type, and Section D appears.
Input asset code in the box and press “ENTER” button to search. At least 5 characters are
required.

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Section B
Action bar without any asset selection

Action bar with only one asset selection

Action bar with multiple assets selection

Action Name Without Selection Single Selection Multiple Selection

Add √

Edit √

Remove √ √

Clear Relationship √ √

System Topology √

Documentation √

Photo √

Attribute Setting √

Section C

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The functionalities are as follows:

Filter Name Icon / Dropdown List Description
Selection box Available actions will be different for
single/multiple selection

Validation To filter asset with/without passing the

validation

Topology To filter asset with/without topology

Interface To filter asset with/without interface

Document To indicate asset with/without documents

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Section D
The first 3 columns are fixed. They are Functional Location, Equipment Description and
Asset Code.
Functional Location. Can be filtered by dropdown box. Available options are sub functional
location of current functional location shown in the top right corner of the page.

Equipment Description appears.

Asset Code can be filtered by input text.

The rest of the columns indicate the attribute name of the asset. White texts indicate common
attributes. Light blue texts indicate equipment-specific attributes.

Section E
Asset attribute values are shown in this section.
Three special attribute which will show a pop up with additional information.
Attribute Name Action Pop up after click “DETAILS” button or photo icon
Asset
Relationship

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Attribute Name Action Pop up after click “DETAILS” button or photo icon
Documentation

Cover Photo

2.2.1 Adding Assets

Click “Add” button.
Input asset template and select the target one from the dropdown list.
Fill the asset attribute values. Mandatory fields are marked with .

1 1

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4 4

If mandatory fields not all input, system will prompt

Field types are as follows:

Da
An
te
Dr
y
pic
Nu
op
tex
Click “Save” button. k
me
do
t
ric
wn

2.2.2 Editing Assets

Select the asset to be edited.
Click “Edit” button.
Fill the asset attribute values. Mandatory fields are marked with .

2 2

1 1

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55

3
3 4
4

If mandatory fields not all input, system will prompt

Field types are as follows:

Date pick
Any text
Drop down
Numeric
Click “Save” button.
Click “Back” button to cancel the edit.

2.2.3 Deleting Assets

Select asset(s) to be deleted.
Click “Remove” button.
Click “Yes” button in the confirmation popup.
2 2

1
1

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3 3

If the asset in LEVEL1 has relationship with other LEVEL2 assets, this error will be
prompted:

2.2.4 Clearing the Relationship

Select the asset for which the relationship needs to be cleared.
Click “Clear Relationship” button.
2
2

11

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2.2.5 System Topology

System topology can be created by either uploading pre-defined excel templates or directly
editing the topology on AIMP.

2.2.5.1 Creation system topology by uploading pre-defined excel templates

The pre-defined excel templates can be download on AIMP under “Import” tap as shown below.

The excel templates shall be filled based on the following requirement as shown.
Column A: Asset code of Level 1 System
Column B: Asset code of the Level 2 equipment
Column C and beyond: the dependent asset of the equipment in column B and so on

2.2.5.2 Creation system topology by directly editing the topology on AIMP

The procedures are listed as follows.

Select the asset.

Click “System Topology” button.

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Section A Section B
A

Section
C C

Section A
The available actions are as follows:
Action Name Description
Add Group Group two or more assets into one group
Rename Group Rename group name
Remove Group Remove group
Add Node Add asset into this topology
Remove Node/Link Remove asset/link from this topology
Node Details Show and modify asset details
Switch Link Switch link
Zoom to Fit Show the topology fit in the screen
Back Go back to asset list view

Section B
The topology overview indicates all nodes.

Section C
The topology view is as follows:
C1C
1

C3 C C2 C
3 2

C1 is LEVEL1 assets.
C2 is LEVEL2 asset, which has parent-child relationship with C1, green arrows.
C3 is LEVEL2 asset, which has interface relationship (from other system) with C1 and red line.

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2.2.5.3 Adding Nodes

1 1

2
2

33

Click “Add Node” button.

Select the equipment type to be added from the dropdown list.
Pick the asset from the result list.

2.2.5.4 Adding Relationships

2
2

1
1

Click the top part of the node.

Drag to the bottom part of the target node.

2.2.5.5 Adding Groups

3 4 4

11
2

Click on one node.

Click another node (can be multiple).
Input group name.
Click “Add Group” button.

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2.2.5.6 Viewing/modifying Node Details

11 2 2

3 3

44

Click one node.

Click “Node Details” button.
Asset details section appears on the right side.
Modify attribute values and click “Save” button.

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2.2.6 Documentation
2
2

1
1

Select the asset.

Click “Documentation” button.

A
Section A

B
Section B

Section A
The columns are as follows:
Field Description
Name If it is pre-defined folder, format is <System name>-<Equipment name>
If it is non pre-defined folder, it will be free-text
Path Full path
Action Only non pre-defined folder (manually added) button can be deleted

Section B
Assigning document folder views.

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2.2.6.1 Add asset specific document folder

11

Select the folder

Click “Submit” button

2.2.7 Photo (Asset Images)

22

1
1

Select the asset

Click “Photo” button.

Section A
A

Section B
B

Section A
 Specific photo view

Section B
 Shared photo view

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2.2.7.1 Adding Asset-specific Photos (Images)

1 22

Click “Select Photo” button to select the photo from user’s machine.
Click “Upload” button.

2.2.7.2 Asset-specific Photos (Image) Details

1

Click the top right corner star to view Environmental or Name plate/Equipment details.

2.2.7.3 Filtering by Photo (Image) Types

The pull-down menu next to “Asset Photo” allows filtering by photo (image) type:

Click the photo thumbnail to view the image.

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2.2.7.4 Changing Photo (Image) Categories

2
2

2
1 3 2
3

Click “Category” button. 3

1 3
Select the category type (if type is “Layout, user can select System or Building).
Click “Save” button.

2.2.7.5 Adding Annotation (for Layout Only)

22

1 1
33

Click “Annotation” button.

Select the Shape, Color and Size.
Click “Save” button.

2.2.7.6 Assigning shared photo to the asset

22
1 1

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Select the photo, can be multiple.

Click “Submit” button.

2.2.7.7 Attribute Settings (Downloading Asset Template File)

1 1

Click “Attribute Setting” button.

Click “Template Download” button.

ZEL002.xlsx

The sample template file is then downloaded for attribute settings.

2.3 Importing
Import operation compromises the first-come-first-served principal.

A Section A
Section B
Section C
C

Section D D

Section A
Available import operation type can be triggered are as follows:
Type Name Description
CCS
- Import CCS spreadsheet with specific functional location
COBie
- Import COBie with specific functional location
COBieLite
(asset code) - Import COBieLite with specific functional location
- asset code will be stored as the Revit external ID
COBieLite

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Type Name Description

(GUID) - Import COBieLite with specific functional location
- GUID will be stored as the Revit external ID
Relationship
- Import asset relationship with predefined spreadsheet template
Relationship
(Clear Current) - Import asset relationship with predefined spreadsheet template
- Remove all existing asset relationship before import
Asset Tag &
Zone Tag - Import asset tag and zone tag with predefined spreadsheet template

Section B
Import operational history record is located on the header row
Rows can be searched by Operation ID and by Functional Location.
Click “Reset” to clear search text and display full result list.

Rows can be filtered by Operation Type and by Status.

Click “Reset” to clear search text and display full result list.

Section C
Display the import operation history with status and other information. The latest record is
shown on the top of the list.
Column definitions are as follows:
Name Description
Operation ID Each import action is an operation task.
Operational ID is the identifier of the operation task.
Operation Type 5 import operation type listed in section A
Status Complete, Failed, Pending, Running
Start Time Operation start time
End Time Operation finish time
Success Success count

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Name Description
Partial Success Partial success count
Failed Failed count
Param N/A
Functional Location Import operation for which functional location
Log File Click “Download” to get the log file, which shows detail
information for success and failure
Imported File Click “Download” to get the imported file

To view partial success details:

1 1

2
2 3
3

Click the Partial Success count.

A list of asset codes pops up.
Click the asset code. An attribute detail popup. Attribute validation result and a summary
table appears.
The list of asset code can be downloaded in CSV format.

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Section D
The total count is shown on the left.
Pagination (go to previous/next page) is shown on the right.

2.4 Exporting
Export operation compromises of the first-come-first-served principal.

A
Section A Section B
B

Section C C

D
Section D

Section A
a) Available export operation types can be triggered as follows:
Type Name Description
Attributes
Definition - Export with attribute name, type, max length, min length, mandatory for

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Type Name Description

BIM-AM validation
CCS
- Export Spreadsheet in CCS template format
- System and equipment is required to provide
COBieLite
(asset code) - Export COBieLite by filling Revit external ID with asset code
- System will do validation if option “Apply Validation” is checked
COBieLite
(GUID) - Export COBieLite by filling Revit external ID with GUID
- System will do validation if option “Apply Validation” is checked.
COBieLite
(asset code - Export COBieLite without attributes
and GUID
only)
COBieLite
(Revit) - Export COBieLite with uploaded template
- System will do validation if option “Apply Validation” is checked.
Revit Checkset
File - Export Revit checkset file
Unuse Asset
Code - Export list of unuse asset code
- Asset code prefix is required to provide
Unuse Zone
Tag - Export list of unuse zone tag
- Building code and building level are required to provide
Unuse Asset
Tag - Export list of unuse asset tag
- Building code and system type are required to provide

Section B
Export operational history record header row.
Rows can be searched by Operation ID and by Functional Location.
Click “Reset” to clear search text and display full result list.

Rows can be filtered by Operation Type and by Status.

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Click “Reset” to clear search text and display full result list.

Section C
Display the export operation history with status and other information. The latest record will be
put on the top of the list.
Column definition
Name Description
Operation ID Each export action is an operation task.
Operational ID is the identifier of the operation task.
Operation Type 10 export operation type listed in section A
Status Complete, Failed, Pending, Running
Start Time Operation start time
End Time Operation finish time
Success Success count
Partial Success Partial success count
Failed Failed count
Param For type includes unuse asset code, unuse zone tag and unuse asset tag
Functional Export operation for which functional location
Location
Log File Click “Download” to get the log file, which shows detail information for
success and failure
Exported File Click “Download” to get the exported file

Section D
Left: Total count
Right: Pagination (go to previous/next page)

2.5 Synchronizing
Synchronize data from mobile app. Operation compromises the first-come-first-served principal.

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Section A
A
Section B
B

Section C
C

Section A
 Synchronize operational history record header row
 Rows can be searched by Operation ID and by Functional Location.
 Click Rest to clear search text and display full result list

 Rows can be filtered by Operation Type and by Status

 Click Rest to clear search text and display full result list

 Available export operation type can be triggered from mobile app as below:
Type Name Description
Add Asset - Asset creation with attribute, photo
Download Assets - For offline use. Download asset attribute, photo thumbnail
Update Asset - Asset update attribute, photo
Remove Asset - Asset removal

Section B
 Display the synchronize operation history with status and other information. The latest
record will be put on the top of the list.
 Column definition
Name Description
Operation ID Each synchronize action is an operation task.

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Operational ID is the identifier of the operation task.

Operation Type 4 synchronize operation type listed in section A
Zip Size Zip file size
Status Complete, Failed, Pending, Running
Start Time Operation start time
End Time Operation finish time
Ack Time Acknowledge time
Functional Location Synchronize operation for which functional location
Log File Click “Download” to get the log file, which shows detail
information for success and failure
Imported/Exported File Click “Download” to get the imported/exported file

Section C
Left: Total count
Right: Pagination (go to previous/next page)

2.6 File Management

Shared asset document can be viewed in the asset list popup view after click “DETAILS” button

The same shared asset document can be viewed in the asset document page.

2 2

1
1

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3
3

Choose the asset by clicking the checkbox.

Click “Documentation” button.
Asset document page shown. Shared document information shows in upper part.

The following functions of the shared asset document can be managed in this page.
 Adding Files
 Downloading Files
 Adding Folders
 Search for Files
 Renaming files
 Deleting files

The functions are located in three sections and described in details as follows.
1 2 3
A 1 2 3 Section
B B
Section A

Section C

Section A

2.6.1 Adding Individual Files

Choose the location the uploaded file to be stored
Choose the file from local drive
Click “Start Upload”

2.6.2 Adding Files with Predefined Folder Structures

Choose the location the uploaded file to be stored.
Choose the zip file from local drive (refer to Appendix I – Handover Package and Folder
Structure)
Click “Start Upload”.
The system takes some time for processing after files are added.

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File(s) will be assigned to the asset if matched:

 System name (Level 1) e.g 301 Lift & Escalator
 Predefined folder (Level 2) e.g Catalogues, O&M, Others, T&C
 <system>-<equipment> (Level 3) e.g HVAC-AHU

Section B

2.6.3 Searching for Files

Input search text and matched file appears.

2.6.4 Modifying File Names

1 1

2 2
3 3

High light the file to be modified.

Click “Rename” button.
Input new file name and press “Enter” button.

2.6.5 Deleting Files

2 2
1 1
3 3

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High light the file to be modified

Click “Rename” button
Input new file name and press “Enter” button

2.6.6 Adding Folders

2
2

1
1
3

Select the folder.

Click “Add Subfolder” button.
Input new sub folder name and press “Enter” button.

2.6.7 Download Files

2 2

1
1
Select the file.
Click “Download” button.

Section C
The file information fields are as follows:
Name Description
File File name
Size File size
Last Modified File last modified datetime

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End of this Document

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