> For the complete documentation index, see [llms.txt](https://overleaf-pro.ayaka.space/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://overleaf-pro.ayaka.space/latex/references-and-citations/01-bibliography-management-with-bibtex.md).

# Bibliography management with bibtex

## Advisory note

If you are starting from scratch we recommend using [biblatex](/latex/more-topics/05-bibliography-management-in-latex.md) because that package provides localization in several languages, it’s actively developed and makes bibliography management easier and more flexible.

## Introduction

Many [tutorials](https://www.overleaf.com/latex/learn/free-online-introduction-to-latex-part-2) have been written about what $$\mathrm{Bib\TeX}$$ is and [how to use it](https://www.overleaf.com/help/97-how-to-include-a-bibliography-using-bibtex). However, based on our experience of providing support to Overleaf’s users, it’s still one of the topics that many newcomers to $$\mathrm{\LaTeX}$$ find complicated—especially when things don’t go quite right; for example: citations aren’t appearing; problems with authors’ names; not sorted to a required order; URLs not displayed in the references list, and so forth.

In this article we’ll pull together all the threads relating to citations, references and bibliographies, as well as how Overleaf and related tools can help users manage these.

We’ll start with a quick recap of how $$\mathrm{Bib\TeX}$$ and bibliography database (`.bib`) files work and look at some ways to prepare `.bib` files. This is, of course, running the risk of repeating some of the material contained in many online tutorials, but future articles will expand our coverage to include bibliography styles and `biblatex`—the alternative package and bibliography processor.

## Bibliography: just a list of \bibitems

Let’s first take a quick look “under the hood” to see what a $$\mathrm{\LaTeX}$$ reference list is comprised of—please *don’t* start coding your reference list like this because later in this article we’ll look at other, more convenient, ways to do this.

A reference list really just a `thebibliography` list of `\bibitems`:

```latex
\begin{thebibliography}{9}
\bibitem{texbook}
Donald E. Knuth (1986) \emph{The \TeX{} Book}, Addison-Wesley Professional.

\bibitem{lamport94}
Leslie Lamport (1994) \emph{\LaTeX: a document preparation system}, Addison
Wesley, Massachusetts, 2nd ed.
\end{thebibliography}
```

By default, this `thebibliography` environment is a numbered list with labels `[1]`, `[2]` and so forth. If the document class used is `article`, `\begin{thebibliography}` automatically inserts a numberless section heading with `\refname` (default value: **References**). If the document class is `book` or report, then a numberless chapter heading with `\bibname` (default value: **Bibliography**) is inserted instead. Each `\bibitem` takes a *cite key* as its parameter, which you can use with `\cite` commands, followed by information about the reference entry itself. So if you now write

```latex
\LaTeX{} \cite{lamport94} is a set of macros built atop \TeX{} \cite{texbook}.
```

together with the `thebibliography` block from before, this is what gets rendered into your PDF when you run a $$\mathrm{\LaTeX}$$ processor (i.e. any of `latex`, `pdflatex`, `xelatex` or `lualatex`) on your source file:

![Citing entries from a thebibliography list](/files/IAPiuNELK3WaQ79hNiT1)

**Figure 1:** Citing entries from a `thebibliography` list.

Notice how each `\bibitem` is automatically numbered, and how `\cite` then inserts the corresponding numerical label.

`\begin{thebibliography}` takes a numerical argument: the widest label expected in the list. In this example we only have two entries, so `9` is enough. If you have more than ten entries, though, you may notice that the numerical labels in the list start to get misaligned:

![thebibliography with a label that’s too short](/files/O5My6Twmr9VSyI3sPXoX)

**Figure 2:** `thebibliography` with a label that’s too short.

We’ll have to make it `\begin{thebibliography}{99}` instead, so that the longest label is wide enough to accommodate the longer labels, like this:

![thebibliography with a longer label width](/files/Fv0cZWvr7BLdu1PgQZrI)

**Figure 3:** `thebibliography` with a longer label width.

If you compile this example code snippet on a local computer you may notice that after the *first* time you run `pdflatex` (or another $$\mathrm{\LaTeX}$$ processor), the reference list appears in the PDF as expected, but the `\cite` commands just show up as question marks **\[?]**.

This is because after the first $$\mathrm{\LaTeX}$$ run the cite keys from each `\bibitem` (`texbook`, `lamport94`) are written to the `.aux` file and are not yet available for reading by the `\cite` commands. Only on the second run of `pdflatex` are the `\cite` commands able to look up each cite key from the `.aux` file and insert the corresponding labels (`[1]`, `[2]`) into the output.

On Overleaf, though, you don’t have to worry about re-running `pdflatex` yourself. This is because Overleaf uses the [`latexmk` build tool](/latex/knowledge-base/064-how-does-overleaf-compile-my-project.md), which automatically re-runs `pdflatex` (and some other processors) for the requisite number of times needed to resolve `\cite` outputs. This also accounts for other cross-referencing commands, such as `\ref` and `\tableofcontents`.

### A note on compilation times

Processing $$\mathrm{\LaTeX}$$ reference lists or other forms of cross-referencing, such as indexes, requires multiple runs of software—including the $$\mathrm{\TeX}$$ engine (e.g., `pdflatex`) and associated programs such as $$\mathrm{Bib\TeX}$$, `makeindex`, etc. As mentioned above, Overleaf handles all of these mulitple runs automatically, so you don’t have to worry about them. As a consequence, when the preview on Overleaf is refreshing for documents with bibliographies (or other cross-referencing), or for documents with large image files (as discussed separately [here](/latex/knowledge-base/113-optimising-very-large-image-files.md)), these essential compilation steps may sometimes make the preview refresh appear to take longer than on your own machine. We do, of course, aim to keep it as short as possible! If you feel your document is taking longer to compile than you’d expect, here are some [further tips](/latex/knowledge-base/038-fixing-and-preventing-compile-timeouts.md) that may help.

## Enter $$\mathrm{Bib\TeX}$$

There are, of course, some inconveniences with manually preparing the `thebibliography` list:

* It’s up to you to accurately format each `\bibitem` based on the reference style you’re asked to use—which bits should be in bold or italic? Should the year come immediately after the authors, or at the end of the entry? Given names first, or last names first?
* If you’re writing for a reference style which requires the reference list to be sorted by the last names of first authors, you’ll need to sort the `\bibitem`s yourself.
* For different manuscripts or documents that use different reference styles you’ll need to rewrite the `\bibitem` for each reference.

This is where $$\mathrm{Bib\TeX}$$ and *bibliography database files* (`.bib` files) are extremely useful, and this is the recommended approach to manage citations and references in most journals and theses. The `biblatex` approach, which is slightly different and gaining popularity, also requires a `.bib` file but we’ll talk about `biblatex` in a future post.

Instead of formatting cited reference entries in a `thebibliography` list, we maintain a bibliography database file (let’s name it `refs.bib` for our example) which contains *format-independent* information about our references. So our `refs.bib` file may look like this:

```latex
@book{texbook,
  author = {Donald E. Knuth},
  year = {1986},
  title = {The {\TeX} Book},
  publisher = {Addison-Wesley Professional}
}

@book{latex:companion,
  author = {Frank Mittelbach and Michel Gossens
            and Johannes Braams and David Carlisle
            and Chris Rowley},
  year = {2004},
  title = {The {\LaTeX} Companion},
  publisher = {Addison-Wesley Professional},
  edition = {2}
}

@book{latex2e,
  author = {Leslie Lamport},
  year = {1994},
  title = {{\LaTeX}: a Document Preparation System},
  publisher = {Addison Wesley},
  address = {Massachusetts},
  edition = {2}
}

@article{knuth:1984,
  title={Literate Programming},
  author={Donald E. Knuth},
  journal={The Computer Journal},
  volume={27},
  number={2},
  pages={97--111},
  year={1984},
  publisher={Oxford University Press}
}

@inproceedings{lesk:1977,
  title={Computer Typesetting of Technical Journals on {UNIX}},
  author={Michael Lesk and Brian Kernighan},
  booktitle={Proceedings of American Federation of
             Information Processing Societies: 1977
             National Computer Conference},
  pages={879--888},
  year={1977},
  address={Dallas, Texas}
}
```

You can find more information about other $$\mathrm{Bib\TeX}$$ reference entry types and fields [here](https://en.wikibooks.org/wiki/LaTeX/Bibliography_Management#BibTeX)—there’s a huge table showing which fields are supported for which entry types. We’ll talk more about how to prepare `.bib` files in a later section.

Now we can use `\cite` with the cite keys as before, but now we *replace* `thebibliography` with a `\bibliographystyle{...}` to choose the reference style, as well as `\bibliography{...}` to point $$\mathrm{Bib\TeX}$$ at the `.bib` file where the cited references should be looked-up.

```latex
\LaTeX{} \cite{latex2e} is a set of macros built atop \TeX{} \cite{texbook}.
\bibliographystyle{plain} % We choose the "plain" reference style
\bibliography{refs} % Entries are in the refs.bib file
```

This is processed with the following sequence of commands, assuming our $$\mathrm{\LaTeX}$$ document is in a file named `main.tex` (and that we are using `pdflatex`):

1. `pdflatex main`
2. `bibtex main`
3. `pdflatex main`
4. `pdflatex main`

and we get the following output:

![BibTeX output with plain bibliography style](/files/YOQQ1vAnP9gIT54lelSB)

**Figure 4:** $$\mathrm{Bib\TeX}$$ output using the `plain` bibliography style.

Whoah! What’s going on here and why are all those (repeated) processes required? Well, here’s what happens.

1. During the *first* `pdflatex` run, all `pdflatex` sees is a `\bibliographystyle{...}` and a `\bibliography{...}` from `main.tex`. It doesn’t know what all the `\cite{...}` commands are about! Consequently, within the output PDF, all the `\cite{...}` commands are simply rendered as \[?], and no reference list appears, for now. But `pdflatex` writes information about the bibliography style and `.bib` file, as well as all occurrences of `\cite{...}`, to the file `main.aux`.
2. It’s actually `main.aux` that $$\mathrm{Bib\TeX}$$ is interested in! It notes the `.bib` file indicated by `\bibliography{...}`, then looks up all the entries with keys that match the `\cite{...}` commands used in the `.tex` file. $$\mathrm{Bib\TeX}$$ then uses the style specified with `\bibliographystyle{...}` to format the cited entries, and writes a formatted `thebibliography` list into the file `main.bbl`. The production of the `.bbl` file is all that’s achieved in this step; no changes are made to the output PDF.
3. When `pdflatex` is run again, it now sees that a `main.bbl` file is available! So it inserts the contents of `main.bbl` i.e. the `\begin{thebibliography}....\end{thebibliography}` into the $$\mathrm{\LaTeX}$$ source, where `\bibliography{...}` is. After this step, the reference list appears in the output PDF formatted according to the chosen `\bibliographystyle{...}`, but the in-text citations are still \[?].
4. `pdflatex` is run again, and this time the `\cite{...}` commands are replaced with the corresponding numerical labels in the output PDF!

As before, the [`latexmk` build tool](/latex/knowledge-base/064-how-does-overleaf-compile-my-project.md) takes care of triggering and re-running `pdflatex` and `bibtex` as necessary, so you don’t have to worry about this bit.

### Some notes on using $$\mathrm{Bib\TeX}$$ and .bib files

A few further things to note about using $$\mathrm{Bib\TeX}$$ and `.bib files`:

* You may have noticed that although `refs.bib` contained five $$\mathrm{Bib\TeX}$$ reference entries, only two are included in the reference list in the output PDF. This is an important point about $$\mathrm{Bib\TeX}$$: the `.bib` file’s role is to store bibliographic records, and only entries that have been cited (via `\cite{...}`) in the `.tex` files will appear in the reference list. This is similar to how only cited items from an EndNote database will be displayed in the reference list in a Microsoft Word document. If you *do* want to include all entries—to be displayed but without actually citing all of them—you can write `\nocite{*}`. This also means you can reuse the same `.bib` file for all your $$\mathrm{\LaTeX}$$ projects: entries that are not cited in a particular manuscript or report will be excluded from the reference list in that document.
* $$\mathrm{Bib\TeX}$$ requires one `\bibliographystyle{...}` and one `\bibliography{...}` to function correctly—in future posts we’ll see how to create multiple bibliographies in the same document. If you keep getting “undefined citation” warnings, check that you have indeed included those two commands, and that the names are spelled correctly. File extensions are not usually required, but bear in mind that *file names are case sensitive* on some operating systems—including on Overleaf! Therefore, if you typed `\bibliographystyle{IEEetran}` (note the typo: “e”) instead of `\bibliographystyle{IEEEtran}`, or wrote `\bibliography{refs}` when the actual file name is `Refs.bib`, you’ll get the dreaded **\[?]** as citations.
* In the same vein, treat your cite keys as case-sensitive, always. Use the exact same case or spelling in your `\cite{...}` as in your `.bib` file.
* The order of references in the `.bib` file does not have any effect on how the reference list is ordered in the output PDF: *the sorting order of the reference list is determined by the* `\bibliographystyle{...}`. For example, some readers might have noticed that, within my earlier example, the first citation in the text `latex2e` is numbered \[2], while the second citation in the text (`texbook`) is numbered \[1]! Have $$\mathrm{\LaTeX}$$ and $$\mathrm{Bib\TeX}$$ lost the plot? Not at all: this is actually because the `plain` style sorts the reference list by alphabetical order of the first author’s *last name*. If you prefer a scheme where the numerical citation labels are numbered sequentially throughout the text, you’ll have to choose a bibliography style which implements this. For example, if instead we had used `\bibliographystyle{IEEEtran}` for that example, we’d get the following output. Notice also how the formatting of each cited item in the reference list has automatically updated to suit the IEEE’s style:

![IEEEtran bibliography style output](/files/hf1WV9v7duyWMDbQ4HMu)

**Figure 5:** `IEEEtran` bibliography style output.

We’ll talk more about different bibliography styles, including author–year citation schemes, in a future article. For now, let’s turn our attention to `.bib` file contents, and how we can make the task of preparing `.bib` files a bit easier.

## Taking another look at .bib files

As you may have noticed earlier, a `.bib` file contains $$\mathrm{Bib\TeX}$$ bibliography entries that start with an *entry type* prefixed with an `@`. Each entry has a some key–value $$\mathrm{Bib\TeX}$$ *fields*, placed within a pair of braces (`{...}`). The *cite key* is the first piece of information given within these braces, and every field in the entry *must be separated by a comma*:

```latex
@article{knuth:1984,
  title={Literate Programming},
  author={Donald E. Knuth},
  journal={The Computer Journal},
  volume={27},
  number={2},
  pages={97--111},
  year={1984},
  publisher={Oxford University Press}
}
```

As a general rule, *every* bibliography entry should have an `author`, `year` and `title` field, no matter what the type is. There are about [a dozen entry types](https://en.wikibooks.org/wiki/LaTeX/Bibliography_Management#BibTeX) although some bibliography styles may recognise/define more; however, it is likely that you will most frequently use the following entry types:

* `@article` for journal articles (see example above).
* `@inproceedings` for conference proceeding articles:

```latex
@inproceedings{FosterEtAl:2003,
  author = {George Foster and Simona Gandrabur and Philippe Langlais and Pierre
    Plamondon and Graham Russell and Michel Simard},
  title = {Statistical Machine Translation: Rapid Development with Limited Resources},
  booktitle = {Proceedings of {MT Summit IX}},
  year = {2003},
  pages = {110--119},
  address = {New Orleans, USA},
}
```

* `@book` for books (see examples above).
* `@phdthesis`, `@masterthesis` for dissertations and theses:

```latex
@phdthesis{Alsolami:2012,
    title    = {An examination of keystroke dynamics
                for continuous user authentication},
    school   = {Queensland University of Technology},
    author   = {Eesa Alsolami},
    year     = {2012}
}
```

* `@inbook` is for a book chapter where *the entire book* was written by the same author(s): the chapter of interest is identified by a chapter number:

```latex
@inbook{peyret2012:ch7,
  title={Computational Methods for Fluid Flow},
  edition={2},
  author={Peyret, Roger and Taylor, Thomas D},
  year={1983},
  publisher={Springer-Verlag},
  address={New York},
  chapter={7, 14}
}
```

* `@incollection` is for a contributed chapter in a book, so would have its own `author` and `title`. The actual title of the entire book is given in the `booktitle` field; it is likely that an `editor` field will also be present:

```latex
@incollection{Mihalcea:2006,
  author = {Rada Mihalcea},
  title = {Knowledge-Based Methods for {WSD}},
  booktitle = {Word Sense Disambiguation: Algorithms
               and Applications},
  publisher = {Springer},
  year = {2006},
  editor = {Eneko Agirre and Philip Edmonds},
  pages = {107--132},
  address = {Dordrecht, the Netherlands}
}
```

* `@misc` is for whatever doesn’t quite fit any other entry type. It can be especially useful for web pages—by writing note = \url{http\://...} or url = {http\://...}:
  * you will often find it useful to add `\usepackage{url}` or `\usepackage{hyperref}` in your `.tex` files’ preamble (for more robust handling of URLs);
  * not all bibliography styles support the `url` field: `plain` doesn’t, but `IEEEtran` does. All styles support `note`. More on this in a future post;
  * you should be mindful that even web pages and `@misc` entries should have an `author`, a `year` and a `title` field:

```latex
@misc{web:lang:stats,
  author = {W3Techs},
  title = {Usage Statistics of Content Languages
           for Websites},
  year = {2017},
  note = {Last accessed 16 September 2017},
  url = {http://w3techs.com/technologies/overview/content_language/all}
}
```

### Multiple authors in $$\mathrm{Bib\TeX}$$

In a `.bib` file, commas are only used to separate the last name from the first name of an author—if the last name is written first. Individual author names are separated by `and`. So these are correct:

```latex
author = {Jane Doe and John Goodenough and Foo Bar}
```

or

```latex
author = {Doe, Jane and Goodenough, John and Bar, Foo}
```

But *none of the following will work correctly*—you’ll get weird output, or even error messages from $$\mathrm{Bib\TeX}$$! So take extra care if you are copying author names from a paper or from a web page.

```latex
author = {Jand Doe, John Goodneough, Foo Bar}
author = {Jand Doe, John Goodneough and Foo Bar}
author = {Jand Doe, John Goodneough, and Foo Bar}
```

### Multiple-word last names

If an author’s last name is made up of multiple words separated by spaces, or if it’s actually an organisation, place an extra pair of braces around the last name so that $$\mathrm{Bib\TeX}$$ will recognise the grouped words as the last name:

```latex
author = {{World Health Organisation}}
author = {Geert {Van der Plas} and John Doe}
```

Alternatively, you can use the `Lastname, Firstname` format; some users find that clearer and more readable:

```latex
author = {Van der Plas, Geert and Doe, John}
```

**Remember:** Whether the first or last name appears first in the output (“John Doe” vs “Doe, John”), or whether the first name is automatically abbreviated “J. Doe” or “Doe, J.” vs “John Doe” “J. Doe”), all such details are controlled by the `\bibliographystyle`.

### I tried to use % to comment out some lines or entries in my .bib file, but I got lots of error messages instead?

`%` is actually not a comment character in `.bib` files! So, inserting a `%` in `.bib` files not only fails to comment out the line, it also causes some $$\mathrm{Bib\TeX}$$ errors. To get $$\mathrm{Bib\TeX}$$ to ignore a particular field we just need to rename the field to something that $$\mathrm{Bib\TeX}$$ doesn’t recognise. For example, if you want to keep a `date` field around but prefer that it’s ignored (perhaps because you want $$\mathrm{Bib\TeX}$$ to use the `year` field instead) write `Tdate = {...}` or the more human-readable `IGNOREdate = {...}`.

To get $$\mathrm{Bib\TeX}$$ to ignore an entire *entry* you can remove the `@` before the entry type. A valid reference entry always starts with a `@` followed by the entry type; without the `@` character $$\mathrm{Bib\TeX}$$ skips the lines until it encounters another `@`.

## How/where do I actually get those .bib files?

### Edit the .bib file as plain text

Because `.bib` files are plain text you can certainly write them by hand—once you’re familiar with $$\mathrm{Bib\TeX}$$’s required syntax. Just make sure that you save it with a `.bib` extension, and that your editor doesn’t surreptitiously add a `.txt` or some other suffix. On Overleaf you can click on the “Files…” link at the top of the file list panel, and then on “Add blank file” to create a fresh `.bib` file to work on.

> **Pro tip:** Did you know that Google Scholar search results can be exported to a $$\mathrm{Bib\TeX}$$ entry? Click on the “Cite” link below each search result, and then on the “$$\mathrm{Bib\TeX}$$” option search. You can then copy the $$\mathrm{Bib\TeX}$$ entry generated. Here’s a [video](/latex/questions-and-answers/49-how-to-include-a-bibliography-using-bibtex.md) that demonstrates the process. Note that you should always double-check the fields presented in the entry, as the automatically populated information isn’t always comprehensive or accurate!

### Help from GUI-based .bib editors

Many users prefer to use a dedicated $$\mathrm{Bib\TeX}$$ bibliography database editor/manager, such as [JabRef](http://www.jabref.org) or [BibDesk](http://bibdesk.sourceforge.net/) to maintain, edit and add entries to their `.bib` files. Using a GUI can indeed help reduce syntax and spelling errors whilst creating bibliography entries in a $$\mathrm{Bib\TeX}$$ file. If you prefer, you can prepare your `.bib` file on your own machine using JabRef, BibDesk or another utility, and then upload it to your Overleaf.

> **Pro tip:** If you’d like to use the same `.bib` for multiple Overleaf projects, have a look at [this help article](/latex/knowledge-base/009-can-i-share-files-e.g.-.bib-and-some-graphics-across-my-projects.md) to set up a “master project”, or [this one](/latex/knowledge-base/051-how-can-i-upload-files-from-google-drive.md) for sharing files from Google Drive (the instructions apply to other cloud-based storage solutions, such as Dropbox).

### Export from reference library services

If you click on the Upload files button above the file list panel, you'll notice some options: Import from Mendeley, and Import from Zotero. If you’re already using one of those reference library management services, Overleaf can now hook into the Web exporter APIs provided by those services to import the `.bib` file (generated from your library) into your Overleaf project. For more information, see the Overleaf article [How to link your Overleaf account to Mendeley and Zotero](/latex/knowledge-base/073-how-to-link-zotero-to-your-overleaf-account.md).

For other reference library services that don’t have a public API, or are not yet directly integrated with Overleaf, such as [EndNote](/latex/knowledge-base/016-can-i-use-overleaf-with-endnote.md) or [Paperpile](/latex/knowledge-base/017-can-i-use-overleaf-with-paperpile.md), look for an “export to `.bib`” option in the application or service. Once you have a `.bib` file, you can then add it to your Overleaf project.

### I’ve already got a reference list in a Microsoft Word/HTML/PDF file; can I somehow reuse the data without re-typing everything?

It used to be that you would have to hand-code each line into a `\bibitem` or an `@article{...}` entry (or another entry type) in a `.bib` file. As you can imagine, it’s not exactly a task that many people look forward to. Fortunately, these days some tools are available to help. They typically take a plain text file, e.g.

```latex
[1] J. Smith, J. Doe and F. Bar (2001) A ground-breaking study.
Journal of Amazing Research 5(11), pp. 29-34.

[2] ...
```

and attempt to parse the lines, converting it into a structured bibliography as a $$\mathrm{Bib\TeX}$$ `.bib` file. For example, have a look at [text2bib](https://text2bib.org) or [Edifix](https://www.overleaf.com/blog/446-edifix-converts-unstructured-bibliographies-to-bibtex). Be sure to go through the options of these tools carefully, so that they work well with your existing unstructured bibliography in plain text.

## Summary and further reading

We’ve had a quick look at how $$\mathrm{Bib\TeX}$$ processes a `.bib` bibliography database file to resolve `\cite` commands and produce a formatted reference list, as well as how to prepare `.bib` files.

Happy $$\mathrm{Bib\TeX}$$ing!

### Further reading

For more information see:

* [Bibtex bibliography styles](/latex/references-and-citations/04-bibtex-bibliography-styles.md)
* [Bibliography management with natbib](/latex/references-and-citations/02-bibliography-management-with-natbib.md)
* [Bibliography management with biblatex](/latex/references-and-citations/03-bibliography-management-with-biblatex.md)
* [BibTeX documentation at CTAN web site](http://www.ctan.org/tex-archive/biblio/bibtex/contrib/doc/)
* [tocbind package documentation](http://www.ctan.org//tex-archive/macros/latex/contrib/tocbibind/tocbibind.pdf)
* [Table of contents](/latex/document-structure/02-table-of-contents.md)
* [Management in a large project](/latex/document-structure/07-management-in-a-large-project.md)
* [Multi-file LaTeX projects](/latex/document-structure/08-multi-file-latex-projects.md)


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