Automated Text Messaging During COVID-19

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Abstract

Objective: Automated text messaging interventions can effectively improve self-care and well-being and were used to support the public health outreach during the COVID pandemic in a large healthcare system. However, significant gaps exist in knowledge about patients’ preferences that may impact user receptivity, engagement, and effectiveness. This project qualitatively evaluated patients’ feedback for improving texting interventions and interest in future protocols.

Methods: We reviewed cross-sectional survey data from 1,134 patients receiving either the “Coronavirus Precautions” (“Precautions”) or the “Coping During COVID” (“Coping”) multi-week self-care text health subscriptions. Two team members independently and inductively coded responses for each health subscription. Fourteen categories emerged and were used to independently categorize all responses (inter-rater reliability 83.5%). Responses were organized around codes for types, specificity, and diversity of message content, frequency, timing, interactivity level, ability to connect, and technology of the messaging platform itself.

Findings/Results: Nine-hundred-five veterans (33.6% between 60-69 years old, 72.81% male) responded to the item assessing how a text health subscription could be improved. Prevalent codable findings across both text health subscriptions included a desire to manipulate message frequency (14.9% Precautions; 15.4% Coping) and the ability to have a more sophisticated or smarter interaction with the messages (15.3% Precautions; 14.8% Coping).

Conclusions: Patients offered suggestions that may impact receptivity and engagement of future text messaging interventions, particularly as they relate to text message outreach during a public health crisis. In addition, patients offered specific topics they would like to see in future text message health subscriptions. We discuss how the findings can be used to increase engagement in current automated text message interventions, as well as to develop post-pandemic public health interventions.

Introduction

Automated text messaging offers an innovative, cost-effective way to improve patients’ self-care and well-being. Interventions that consist solely of text messages have been found to effectively promote health self-management (Whittaker et al., 2019; Willcox et al., 2019). They have been found to increase patients’ health-related awareness and knowledge (Willcox et al., 2019) about a wide variety of issues (e.g., Sahin et al., 2021; Schwebel & Larimer, 2018) and help patients feel connected with their healthcare providers (Berrouiguet et al., 2016). Automated text messages allow for convenient information delivery and exchange, are accessible even in rural locales, and thus are suitable tools for public health outreach (Hall et al., 2015; Whittaker et al., 2019; Willcox et al, 2019). Additional research has shown that automated text messages are effective in decreasing rate of missed appointments (Clough and Casey, 2014; Tolonen et al., 2014), increasing compliance in completing vaccinations (Stockwell et al., 2014), and delivering educational, informational and motivational messages to clinical intervention (e.g., Celik et al., 2015; Kodama et al., 2016; Stockwell et al., 2014).

A growing percentage of US veterans also agree that text messaging is a desirable modality for promoting self-care (Erbes et al., 2014; McInnes et al., 2014; Saleem et al., 2020; Whealin et al., 2016). For example, a survey of 77 veterans with a mental health diagnosis found that 53% were interested in using technology for at least one type of healthcare-related communication (Miller et al., 2016). A survey of 106 homeless veterans found that most were interested in receiving mobile phone communications from their healthcare providers, with 93% interested in receiving mobile phone call or text message appointment reminders (McInnes et al., 2015). Among 290 veterans with spinal cord injuries and disorders, however, only 26% reported using text messaging (Hogan et al., 2016). Results of an implementation study of an automated text message intervention with 197 veterans provided similar results, including qualitative user feedback reports of messages being helpful and better adherence to medication (Yakovchenko, et al., 2019). Semi-structured interviews with VA healthcare staff and patients regarding their use of automated text messages demonstrated that the Annie text messages facilitated patient self-management and engagement in care (Yakovchenko et al., 2021).

When considering health technology applications it is important to consider the availability of the hardware and software to patients to provide access to all potential users. In the Department of Veterans Affairs, the automated text message platform, called Annie, uses Short-Message Service (SMS) text messaging to promote veteran self-care through interactive automated text prompts designed to track and monitor their health. Annie is available to any of the over nine million veterans enrolled in VA healthcare. An advantage of text messaging is that the technology is available to almost all types of cell phones, not just smart phones. While most veterans in the United States own smartphones (81.5% in a national sample of 3,078 US veterans; Jaworski et al., 2022), ownership among older veterans is lower (70% in one study of 77 veterans; Gould et al. 2020). Thus, it is important to offer options to meet all patient needs and preferences.

Despite widespread interest and growing use, very little research has examined patients’ preferences related to automated text message interventions. One study that surveyed 100 veterans who had attended an appointment at a single VA facility found that veterans expressed interest in mobile support to increase physical activity (80%), get better sleep (73%), change negative/self-critical thinking (72%), increase activities (72%), track mood/stress/anxiety/PTSD symptoms (67%), speak to a coach (66%), learn more about their mental health condition (65%), improve social skills (63%), receive medications reminders (61%), and connect with others who have similar problems (51%; Lipschitz et al., 2019). In another study, 28 older patients (mean age = 69.5, and 14 of whom were veterans) receiving antiplatelet medication participated in focus groups. The majority of patients viewed text message reminders favorably (Park et al., 2020). Most participants preferred text messages be sent from their own healthcare providers and be personalized to their condition or procedure. Most also desired a two-way texting interface to engage with the information within the text. Some participants saw the potential of text message fatigue that could result in ignored text reminders. Some also reported negative reactions to messages that praised them for adhering to their medication regimen, calling them “condescending” (Park et al., 2020).

Currently, gaps exist in knowledge about patients’ preferences for automated text messaging interventions to support patients during a public health crisis, and how we may use this knowledge to prepare for future crises. Additionally, most multi-site and national investigations of VA patients evaluating text messaging preferences employed a close-ended question format (e.g., Miller et al., 2016). Research employing qualitative methods will complement previous work. The aim of this study was to examine the receptivity, engagement, and effectiveness of this intervention based on qualitative feedback from users. This project also assessed patients’ suggestions for improving COVID texting health subscriptions and interest in future protocols.

Method

Sample

Every VA patient is eligible to use the Annie platform, and as a result, were eligible to be included in this study. Between March 2020 and March 2022, veteran enrollment in Annie grew from 6,500 to over 45,000, with users in all US states and territories. Users range from 18 to over 74 years old, with the largest percentage (29%) between 65-74 years (compared to the US veteran mean average age of 58 years, with most between 45-64 years; U.S. Department of Veterans Affairs, 2022).

Instrument

Survey items were developed by clinical expert group consensus (i.e., made up of an interdisciplinary team of clinical psychologists, other clinicians, and human factors professionals). Project items consisted of two open-ended (free text) response format questions: 1. “How could Annie’s messages be improved?” and 2. “Are there any specific topics you would like to see addressed in future Annie text message programs?”

Project Design

This project was a retrospective analysis of open-ended item survey response data captured as part of a national quality improvement initiative.

Procedure

We evaluated data collected from veterans enrolled in one or both of two population-scale automated, multi-week, self-care text interventions. The first, called Coronavirus Precautions (Precautions), was a 60-day text health subscription that delivered educational content on coronavirus safeguards, guided veterans in monitoring their clinical symptoms, and based on their responses, advised them to call their care team or a nurse triage line when appropriate (Saleem et al., 2020). Educational tips (e.g., “Annie again. If you are ill, use a separate bedroom and bathroom if possible”) were sent Monday, Wednesday, and Friday, and wellness questions (“Annie here. Are you feeling well today?”) were sent Monday, Wednesday, Friday, and Sunday. Beginning March 2020, the protocol was available on the VA’s text messaging platform “Annie.”

The second text intervention, called “Coping During COVID” (Coping) was a 60-day health subscription that sent one of four rotating message prompts on Tuesdays, Thursdays, and Saturdays (Whealin, Saleem, Vetter, Roth, & Herout, 2021). In these messages, “Annie” prompts veterans to take steps every day to prevent stress and states that veterans can “type TIP YES to request a coping tip now or whenever you want one.” Veterans could receive one of 60 motivational/educational text messages designed to encourage proactive efforts to manage COVID-19-related stress, such as, “Set a new goal for something you’d like to accomplish in the month ahead. What would you like to change in your life?” and “Dwelling on negative thoughts is not good for your health. Balance out negative news by focusing on positive thoughts.” The health subscription became available in May 2020. Any veteran registered as a VA patient could self-enroll for free in either/both health subscription(s) or be assigned by a VA staff member.

To collect data, Precautions and Coping subscribers were texted a Survey Monkey Internet link which hosted the evaluation tool. Approval for the project was completed through the Clinical Coordination Cell, a function of the VHA Emergency Management Coordination Cell.

The VA Annie Platform

The Precautions and Coping health subscriptions are part of the VA Office of Connected Care (OCC) automated SMS tool ‘Annie’ The platform allows for delivery of automated SMS (short message service) text messages to practically all cell phones. Typical texting plan charges may apply.

Data Analysis

We reviewed cross-sectional survey data from 1,134 veterans receiving either the Precautions or the Coping During COVID subscriptions. Two team members independently and inductively coded the first 50 responses for each participant. Fourteen categories emerged and were used to independently categorize all responses (inter-rater reliability 83.5%).

Results

Patients’ suggestions for improving the Precautions and the Coping text messaging health subscriptions, the codes used to categorize them, and example veteran responses are summarized in Table 1. Patients’ suggestions for other Health subscriptions are listed in Table 2.

Suggestions for Improvement

Content

A majority of responses (collectively) related to the content of the text messages. These responses were further sub-categorized into content-specific areas.

Information

Veterans expressed wanting to receive specific types of information through the text messages, particularly with the Precautions health subscription. The information sought through Precautions was quite varied. For instance and included a desire for tailored information about COVID-19 for the specific area they lived in such as infection rates and testing sites. Other examples of information sought included more detail about the COVID-19 virus and symptoms. For the Coping health subscription, some responses also related to more information about COVID-19. However, other responses expressed a desire for more information about coping activities for themselves and others.

Specificity

In addition to feedback types of questions desired, veterans also expressed a need for greater specificity of the current questions. A couple veterans using the Coping health subscription suggested having messages that were tailored to gender and age.

Other

Responses in the ‘Other’ sub-category included a variety of feedback more broadly related to other content suggestions.

Diversity

For both health subscriptions, veterans expressed a desire for a more variety of messages and less repetition of the current ones.

Recommendations/tips

Veterans expressed a desire for more recommendations and tips. While the Precautions health subscription is intentionally designed with a decision tree with wellness check questions to guide the veteran on whether they need to call the VA triage nurse or care team, the Coping health subscription is more focused on suggesting activities that may help manage COVID-related stressors. Even so, veterans expressed a want for even more suggestions.

Questions

Some veterans expressed a desire for more specific and pertinent questions from the incoming text messages from both health subscriptions. Others using Precautions wanted “less” questions and “wider” questions. One veteran using Coping wanted a scalar response option for questions; e.g., “[from] 1 – 5 how well is your mental energy?”

Mental health

For both the Precautions and Coping health subscriptions, some veterans wanted content more focused on mental health.

Interaction

Veterans wanted more interactivity with Annie’s text messages for both health subscriptions. The types of responses allowed by Precautions health subscription are viewed as too rigid by some veterans.

Frequency

Veterans using both protocols wanted the ability to adjust the frequency of the incoming text messages. Further, there was variation in the direction of desired frequency (less vs. more) for both protocols. However, most receiving the Precautions health subscription wanted fewer messages. In comparison, most responses from the Coping health subscription related to frequency wanted more frequent messages rather than less.

Technology

Some suggested improvements for both health subscriptions related to the usability or capabilities of the technology of the messaging platform itself, rather than the actual text messages, such as making Annie into an app, rather than a simple text messaging service, that is more usable. For the Coping During COVID subscription specifically, several veterans wanted tips to be automatically sent rather than having to first request one.

Connect with VA

Veterans expressed a greater desire to be able to connect with the VA through both health subscriptions. For example, by including phone numbers in the text messages that one could call to speak with a VA staff member, or by automatically triggering a call from a VA care provider based on the veteran’s responses to the messages, or by linking to other VA systems and relevant VA Web sites.

Time

For Precautions, several veterans wanted the timing of the messages to arrive earlier in the day. However, this was a technical error from the VA Annie team, which erroneously sent messages after 10:00pm. This error was later fixed prior to the initiation of the Coping health subscription; no veterans responded with feedback about the timing of the Coping messages.

Positive/Other

A final category of suggested improvements was labelled as ‘Other’ as the feedback did not fit our established coding scheme (e.g., “offer podcast”). We also included positive affirmation type responses in this category.

Suggestions for other Health subscriptions

Veterans who participated in the Coping health subscription were also asked ‘Are there any specific topics you would like to see addressed in future Annie text message programs?’ Reponses were coded only once, based upon the most prominent theme they represented. Topic categories requested by more than one veteran, with example responses, are summarized in Table 2.

Discussion

This project evaluated preferences for automated text messaging interventions among a national sample of patients receiving COVID text messaging health subscriptions offered by the Department of Veterans Affairs. Our open-ended format allowed patients to describe preferences that were most relevant to them.

Of issues noted, the most-frequently mentioned addressed the content of the messages. For example, patients who received the Precautions subscription identified specific, and often up-to-date, information about COVID-19 for the specific area they lived in (such as infection rates, testing sites and current information about the COVID-19 virus and symptoms). Those received the Coping health subscription most often expressed a desire for more information about as additional coping skills, as well as coping activities for family members and others in their lives.

A second common request was for more interactivity to either tailor the subscription to individual needs, or to provide a more natural chat bot-type, back and forth conversation. Message tailoring refers to the practice of designing messages at the individual level (Kreuter et al., 2000). Users ten to perceive a more customized message as more personally relevant, and enhanced personal relevance can promotes greater attention and resulting behavior change (Noar et al., 2009).

Moreover, the use of more sophisticated text-and voice-based technologies, often referred to as intelligent virtual agents (IVAs), has become increasingly widespread. This is true not only for younger adults, but for older adults as well (Blocker et al., 2020; Harrington et al., 2020; Koon, et al., 2020; Korok et al., 2020). Compared to simple text messaging subscriptions, IVAs offer more sophisticated responses tailored to the needs of the user and more interactivity via AI-based conversational abilities (e.g., Apple’s Siri and Amazon’s Alexa) (Blocker et al., 2020; Harrington et al., 2020; Koon, et al., 2020; Korok et al., 2020). The Annie platform was specifically chosen, in part, to include those veterans who still prefer earlier phone models (including flip phones), rather than smart phones. However, as time goes on, VA can transition to new technology reflective of the growing needs and level of tech-savviness of the VA-patient population, while simultaneously accommodating veterans with older model phones.

Another common request was for the VA to address content that focuses on mental health needs, which was repeated in our follow-up item that inquired about specific topics patients would like to see addressed in future Annie text message programs. Responses to the latter item included interest in mental health techniques (e.g., breathing exercises, staying focused on a task, defusing anger stressors, and increasing positive thoughts) as well as those addressing particular issues (e.g., anxiety, PTSD, grief, depressive symptoms). Another broad category of frequently requested topics were those addressing physical health and well-being, including weight management and exercise.

Our findings are consistent with previous investigations of VA patients in which they expressed interest in eHealth tools designed to help them increase exercise (75.8%), improve sleep (73.2%), change negative thinking (70.5%), and increase involvement in other types of activities (67.1%; Lipschitz et al., 2019). Of notes, Annie already does have subscriptions that address many of these topics. A study of 140 patients in one VA facility found that only 42.5% and 20.4% of patients had heard of and used the current VA/DoD mental health apps, respectively (Reger et al., 2021). Additionally, lack of awareness was the most common barrier to app use, endorsed by over two thirds of patients (65.7%). The present findings suggest that VA patients would like to see these subscriptions that already exist, speaking to the need to continue seek new ways to disseminate information about their existence.

Other factors noted to improve adoption include provider endorsement, greater publicity of which tools are efficacious, and clear information about privacy of information.

Lastly, patients in the present project also request information to support family relationships and couples counseling tips.

Limitations

Note that our findings are limited to a VA patient population, which tends to older and with many more males than other populations. Future research should evaluate patient preferences are different across demographic subgroups (e.g., gender, age, socio-economic status) to best meet the needs of different segments of the patient population both within and outside of VA. Additionally, human factors studies of VA patients could help improve the interactivity of patients’ experiences receiving and responding to the automatic messages, and enable a better understand the interface of the patient with their device.

Conclusions and Clinical Implications

This qualitative project complements previous work (e.g., Miller et al., 2016) to provide information about the patients perspective, receptivity, engagement, and effectiveness of for improving COVID texting health subscriptions and interest in future protocols.

Cell phones are omnipresent, and despite their simplicity, automatic text message subscriptions can be a valuable communication tool for supporting self-care, especially during widespread pandemics and disaster.

Table 1. Coding Dictionary, Summary Counts and Examples of Patients’ suggestions

Code Definition Summary Counts – Precaution Summary Counts – Coping Example Response
Content
Content- Info Specific types of info being sought 43 (21.3%) 12 (8.1%) P: “Give detail on the status of the coronavirus in the state and county we live in.”
C: “Adding ways to help others cope. Things to look for or pay attention to others that I’m caring for.”
Content- Specificity Articulate, detail, tailor to Veterans, be more specific 16 (7.9%) 11 (7.4%) P: “The messages could be more detailed in nature and more directly related to the health problem I was having.”
C: “Some suggestions could be more detailed. For example, instead of ‘Do something fun’. The prompt could be ‘Take a bubble bath’.”
Content- other Feedback more broadly related to other content 7 (3.5%) 9 (6.0%) P: “Let them, (us), know we are important – validate feelings perhaps more so.”
C: “Church it up a bit.”
C: “Provide a spiritual focus.”
Content- Diversity Too much repetition 6 (3.0%) 14 (9.4%) P: “Vary the guidance on protective measures to take; it seems they are almost all regarding social distancing.”
C: “They are good, so covering other coping skills and repeating them with different wording.”
Content- Recs/tips Want more or other types of recommendations or tips 6 (3.0%) 13 (8.7%) P: “Make actual suggestions, not just asking how we feel.”
C: “Expand on the coping tips, most were just common sense tips, I wish it offered something a little more helpful or new to learn to do to help.”
Content- Questions Feedback on questions desired 5 (2.5%) 2 (1.3%) See text.
Content- Mental health Want mental health questions (or content) 2 (1.0%) 4 (2.7%) P: “I sometimes just felt off but didn’t feel sick so maybe include mental health tips also?”
C: “More mental help messages during these times. I’m struggling mentally.”
Interaction Desire for more like chat bot/conversation 31 (15.3%) 22 (14.8%) P: “Instead of the ‘yes or no’ perhaps ask for daily symptoms”. Another example was “…the one day that I didn’t feel well, Annie told me to ‘take your temperature and share data with it. I responded, ‘thermometer not available.’ Annie said that it couldn’t understand my response and repeated its instructions. At that point, I shut the app down, frustrated.”
C: “Maybe by being a little interactive. For example, asking what type of stressful situation the veteran may be experiencing” and “Annie only recognizes standard answers unlike Siri.”
Frequency Change frequency 30 (14.9%) 23 (15.4%) P: “Ensure I’m not overwhelmed with messages” and “Fewer messages. Reminders are nice and the links helpful. I feel daily messages [are] a bit more than I need.”
C: “Don’t miss a day. It bothered me when I would not hear from her [Annie].”
Technology Use of text/platform/
Usability
15 (7.4%) 12 (8.1%) See text.
Connect with VA Contact, connect with care team or VA systems 14 (6.9%) 11 (7.4%) P: “It would be nice if I could use Anne to trigger a call from my primary care team if I started having any symptoms.”
C: “Give a number to call to talk to a live person to prevent even greater isolation and anxiety.”
Time Time of day 9 (4.5%) 0 (0.0%) See text.
Other Doesn’t fit and/or new code(s) emerge
Positive affirmation type responses
18 (8.9%) 16 (10.7%) P: “The messages were just fine, correct, convenient, and timely.”
C: “Keep them short like they are now. They get to the point without doing a lot of reading.”
No code Not enough info to understand or code it.
Or junk (punctuation, gibberish, or “none”)
Or “no changes”
355 199 See text.
Total 557 348
Total for Codable Data Total – No Code = 202 149

Note: Percentages are based on codable data. P: Precautions health subscription, C: Coping protocol.

Table 2. Patients’ Suggested Subject Areas for Future Texting Protocols

Subject Topic Area Code Description Frequency/
Percentage
(–/317)
Example Response
Positive/None Positive response or responding that they have no further suggestions 143 (45.98%) Keep the concrete suggestions going. Sometimes thinking is so cloudy being directed towards a specific task, i.e., call a friend, is extremely helpful when the mind is confused. So thanks!

Cannot think of any at the moment. Great program!! Once again the VA comes through for the Vet community.

Nothing that I can think of

Mental health: General Topics that focus on mental health needs that cover several categories or do not have a primary focus fitting another category. 27 (8.68%) Daily check-ins if I’m feeling well, Medication usage and reminders, Motivational message specifically related to military branch for the Veteran, etc.

More on mental focusing, breathing exercises, staying focused on a task, defusing anger stressors

Mental Health: PTSD / Anxiety Topics that primarily focus on Anxiety and/or PTSD symptoms 11 (3.54%) Anxiety, depression, sleep apnea, nightmares & flashbacks

PTSD issues in marriage, etc.

Relationships Information primary on strengthening family relationships / couples counseling tips 9 (2.89%) How to take care of family and chronic pain, etc.
Diet/nutrition Daily diet reminders, diet and/or nutrition tips 9 (2.89%) I’d personally like to have, perhaps, a weekly reminder concerning ‘diet’ & ‘weight’, as a motivator boost, to lessen my chances of having ‘excuses’ to stay on track, more tips on a diet to control my blood sugar.,
Health and well-being Topics that focus on general health and well-being topics 8 (2.57%) Quitting smoking, drugs, alcohol etc., exercises, snacking/ nutrition, meditation/ yoga/etc.
Weight Weight loss topics and motivation 7 (2.25%) Topics about weight control
COVID education Education about covid pandemic and/or health practices/stafety 7 (2.25%) An option to request resources links such as C-19 education links,
Activities Focus on hobbies and other ways to spend free-time 7 (2.25%) More ideas for myself to relax as in doing paint by number, gardening, or brushing pets
Mental health: Depression / Grief Focus on grief or Depressive symptoms 7 (2.25%) Ways to deal with sadness as loved one’s health declines, Ways to deal with sadness related to loved one’s decline, etc.
Stress Stress management and resources 6 (1.93%) Provide resources one could use, if stressed out. Not having to look them up afterwards would be an added benefit, Reminders. Take med. Stress relief when this is over. Start enjoying life, etc.
Exercise Focus on exercise suggestions and motivation 6 (1.93%) Links to yoga, tai chi, or other free workouts, etc.
Local COVID updates Information about local covid infection statistics 5 (1.61%) Infection rates near me.
Diabetes Focus on diabetes management, diet and exercise as they relate to diabetes 3 (0.96%) Coping with diabetes
Finances Tips to help with economic issues and financial stress 3 (0.96%) Financial stress
Addiction Support for coping with addiction. 3 (0.96%) Tips for alcohol abuse and smoking cessation,
COVID information Information about where to access COVID testing or vaccinations 3 (0.96%) Access to covid testing
Connection General ways to connect to VA offices, hotline number reminders 3 (0.96%) Vet Benefits, spouse and caregiver Benefits, Benefits help, ways to contact our local office as ours won’t answer phone to set appointment, vet news, vet connection, Hotlines, and warm lines for veterans, etc.
Motivation General focus on message that inspire or motivate 2 (0.64%) Motivational message specifically related to military branch for the Veteran.
Pain Pain management techniques 2 (0.64%) How to handle pain better.
Caregiver Dealing with caregiving and caregiver burnout 2 (0.64%) Dealing with caregiving and isolation
Domestic Violence Topics related to Domestic violence prevention and related family dynamics 2 (0.64%) Domestic violence. Extended family drama.
Women’s health Topics specific to women’s health needs 2 (0.64%) Female concerns (menopause support, breast health).
Other Any topic(s) not fitting in categories above and/or only mentioned by a single veteran (i.e., Parkinson’s Disease). 38 (12.22%) How can I sign up again, I just need someone to know that I’m ok,

New covid 19 updates and tips to incorporate these or the information into our daily life. Also continue tips for social interaction with others and also remain safe from contracting the virus. Networking and staying in contact as well as being helpful to others all the while staying safe. Annie shared some excellent ideas for doing this. I am sure there are more ideas out there that I am not aware of.

No code Not enough info to understand or code it. (Punctuation, gibberish, or “none”) 6 (out of 317, 1.89%) Tolerances
Total 317 (100.00%) Total number of categories
Total for Codable Data Total – No Code = 311 (98.11%) Total number of categories minus uncoded data

Note: Coded topics were those suggested by more than one patient. Percentages are based on codable data

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