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Otto engine

The Otto engine is a reciprocating internal combustion engine that operates on a four-stroke cycle, consisting of intake, compression, power, and exhaust strokes, enabling efficient combustion of a fuel-air mixture to produce mechanical work. Invented by German engineer Nikolaus August Otto in 1876 while working at Deutz AG, it represented the first commercially successful alternative to steam engines for stationary power generation, initially running on coal gas rather than liquid fuels. Otto's design, protected by German patent DRP 532 and later U.S. Patent No. 194,047, featured a compressed charge ignition system that improved efficiency over prior atmospheric engines by layering the fuel-air mixture for controlled burning. This innovation, now known as the , laid the foundation for modern spark-ignition engines used in automobiles, , and small machinery, with the four-stroke process completing one power cycle every two revolutions. Early models were large, single-cylinder units operating at low speeds of around 150-200 RPM, producing up to 3 horsepower, and were primarily employed in factories and farms before adaptations enabled widespread mobile applications. The engine's thermodynamic efficiency, typically 20-30% depending on , stems from isentropic compression and phases separated by constant-volume heat addition and rejection. Otto's work built on earlier concepts, such as Jean Joseph Étienne Lenoir's 1860 single-stroke engine, but achieved practicality through the addition of a compression stroke, reducing fuel waste and increasing power output. By the late , licensing agreements spread the technology globally, influencing pioneers like and Karl Benz in developing the first motor vehicles. Despite later advancements like two-stroke variants and engines, the remains the dominant principle for engines, powering over a billion vehicles worldwide as of the .

History

Invention by Nikolaus Otto

Nikolaus August Otto, born in 1832 in , began his career as a traveling salesman but developed a keen interest in engineering during the while based in . Largely self-taught, Otto experimented with inspired by early internal combustion designs, constructing his first prototype in 1861 based on Étienne Lenoir's 1860 atmospheric engine, which operated without and achieved low efficiency of around 4 percent. In 1862, Otto filed his first patent for a design incorporating a four-stroke with , though the prototype failed due to mechanical issues shortly after testing. Otto's work advanced through collaboration with Cologne engineer and entrepreneur Eugen Langen, who provided financial support and business expertise. In 1863, they developed an improved atmospheric engine, leading to the founding of N.A. Otto & Cie. on March 31, 1864, in Cologne's Deutz district—the world's first dedicated engine factory, later known as Gasmotorenfabrik Deutz. Building on Lenoir's influence, Otto and Langen introduced a free-piston design in 1867 that eliminated the for better efficiency, achieving up to 10 percent and earning a at the 1867 World Exposition. By the mid-1870s, revisited his earlier ideas amid challenges with atmospheric engines, culminating in the breakthrough 1876 prototype. On May 9, 1876, at the , demonstrated the first successful four-stroke , producing 3 horsepower at 180 using a compressed gas-air mixture ignited by a flame. This invention, patented as German Reichspatent (DRP) 532 in 1877, established the foundational for modern internal combustion engines.

Patent disputes and early commercialization

Following the successful demonstration of the four-stroke in , Nikolaus Otto secured German patent DRP 532 in 1877, enabling the Gasmotoren-Fabrik Deutz to begin commercial production that same year. This patent protected the engine's compressed-charge, atmospheric-exhaust design, which marked a significant improvement over earlier gas engines by achieving higher efficiency through the four-stroke process. Initial output was modest, with Deutz producing around 50 engines in 1876 before scaling up, as the company focused on refining reliability for stationary applications. The soon faced disputes over , particularly the theoretical four-stroke cycle outlined by French engineer Alphonse Beau de Rochas in an 1862 publication. In , Deutz opposed a by competitor Gerhard Adam in 1882, but the opposition failed, leading to invalidation proceedings against Otto's , which was revoked in 1886 by the Imperial Patent Office recognizing Beau de Rochas' work as anticipatory despite its lack of practical implementation. This decision ended Otto's exclusive monopoly in his home market after a decade, allowing rivals like the Körting Brothers to produce similar engines without royalties. In contrast, courts in the upheld the in cases against infringers like Linford in 1882 and in 1885, dismissing Beau de Rochas' publication as insufficient due to Otto's novel practical execution. Similarly, in the United States, a 1887 lawsuit against the Körting Gas-Engine Company affirmed the 's validity, emphasizing the engine's commercial viability over theoretical descriptions. These mixed outcomes prompted royalty adjustments, with Deutz shifting toward licensing deals to maintain revenue streams abroad while competing domestically. Despite the legal setbacks, early commercialization propelled Deutz's growth, with engine sales surging from dozens in the late to over 30,000 units by 1886, driven by demand for reliable power sources. These engines found primary use in stationary roles, powering machinery in factories, breweries, and mills across during the , where they replaced less efficient steam and atmospheric engines in industrial settings. The company's licensing agreements further expanded market reach, contributing to Otto's personal wealth—he amassed a fortune equivalent to millions in modern terms through royalties and equity in Deutz. This success laid the foundation for Deutz's evolution into , a major manufacturer of engines that continues operations today as a global supplier of propulsion systems.

The Otto Cycle

Thermodynamic principles

The is an idealized that models the operation of spark-ignition internal combustion engines, characterized by constant-volume heat addition and rejection processes. This contrasts with the , which features constant-pressure heat addition. The theoretical foundation for the cycle was proposed by French engineer Alphonse Beau de Rochas in 1862, who described a four-stroke process for efficient gas engines, though it remained conceptual until Nikolaus realized a practical version in 1876. In the pressure-volume (P-V) diagram of the ideal Otto cycle, the —assumed to be an —undergoes four reversible processes: isentropic from state 1 to 2, isochoric addition from 2 to 3, isentropic from 3 to 4, and isochoric rejection from 4 to 1. During and , no occurs, and the changes while remains constant; addition and rejection happen at fixed , raising and lowering and temperature abruptly. These processes close the cycle, converting from fuel into mechanical work. The thermal efficiency of the ideal Otto cycle derives from the first law of thermodynamics applied to the closed system, assuming air-standard conditions with no friction, heat losses, or variable specific heats. The net work output equals the heat added minus heat rejected, yielding the efficiency formula: \eta = 1 - \left( \frac{1}{r} \right)^{\gamma - 1} where r = V_1 / V_2 is the compression ratio and \gamma = c_p / c_v \approx 1.4 is the specific heat ratio for air. To derive this, equate heat addition Q_{in} = c_v (T_3 - T_2) and rejection Q_{out} = c_v (T_4 - T_1), then use isentropic relations T_2 / T_1 = r^{\gamma - 1} and T_3 / T_4 = r^{\gamma - 1} to express \eta = 1 - Q_{out} / Q_{in} = 1 - T_1 / T_2 = 1 - (1/r)^{\gamma - 1}. In real engines, the Otto cycle achieves only 20-30% , far below ideal predictions, primarily due to heat losses to walls, incomplete , and irreversibilities like throttling and . These deviations arise because is not instantaneous or at constant volume, and exhaust gases retain significant energy.

Four-stroke process

The four-stroke process in the Otto engine consists of a mechanical sequence of piston movements that complete one operating over two crankshaft revolutions, or 720 degrees of rotation. This includes the , , , and exhaust strokes, each managed by precisely timed operations driven by a connected to the . During the intake stroke, the moves downward from top dead center, the opens while the exhaust remains closed, and an air-fuel is drawn into the through the at near-atmospheric . The volume of the increases as the descends, filling the with the combustible . In the compression stroke, both the intake and exhaust valves close, and the piston moves upward, compressing the air-fuel mixture to approximately 1/8 to 1/10 of its initial , which raises the and within the cylinder. This adiabatic compression prepares the mixture for ignition without to the surroundings. The power stroke begins when a ignites the compressed mixture at top dead center, causing rapid and expansion of the gases, which drives the downward and produces the engine's useful work. The volume increases as the pressure falls, converting the of the fuel into transferred to the . Finally, in the exhaust stroke, the exhaust valve opens while the intake valve stays closed, and the moves upward to expel the byproducts from the at near-constant . This clears the chamber for the next stroke, completing the . The camshaft, rotating at half the speed of the crankshaft, ensures that the valves open and close at the appropriate times during the 720-degree cycle to synchronize with piston position. Unlike two-stroke engines, which complete a power cycle in one crankshaft revolution for higher power density, the four-stroke Otto engine requires four piston strokes for a full cycle, resulting in greater thermal efficiency but lower power output per displacement.

Engine Design and Components

Fuel and ignition systems

The fuel system of the early Otto engine relied on illuminating gas as the primary fuel, which was mixed with air to form a combustible charge drawn into the during the . This gaseous mixture was initially introduced without a dedicated , as the 1876 engine design focused on gas from municipal supplies or producers. By the 1880s, as engines adapted to liquid fuels like for greater portability, early s emerged to vaporize and mix the fuel with air; these designs included surface carburetors where fuel from a float chamber was fed to a heated surface or atomizer for . A seminal example was the 1885 by and , featuring a float chamber and to proportion fuel delivery to air , enabling reliable operation in mobile applications. Some Otto engine variants incorporated stratified charge principles, where a richer fuel-air mixture was concentrated near the ignition source while the overall charge remained lean, improving efficiency and reducing fuel consumption compared to homogeneous mixtures. Nikolaus Otto himself described this layered charge in his 1876 patent, though it was not widely implemented until later developments in the . Ignition in the original Otto engine began with flame-based systems, evolving to hot-tube methods where a heated metal tube protruding into the ignited the mixture upon , timed to coincide with the end of the in the four-stroke cycle. By the late 1870s, low-voltage make-and-break systems replaced these, using platinum contacts inside the cylinder that closed to allow current flow from a or magneto and opened to produce a across the , with the contacts' durability enhanced by platinum's high . These systems persisted into the early but were limited by contact erosion and low . The transition to high-voltage ignition occurred around 1900, employing induction coils to step up voltage from a low-tension source, generating arcs capable of reliable ignition under ; this was paired with external plugs, evolving from the intrusive hot-tube designs to insulated electrodes sealed into the . timing advanced via mechanical distributors, which rotated to sequentially fire plugs in multi-cylinder engines, synchronized with position for optimal . The 1886 ruling by the German patent office nullified Otto's 1876 patent due to prior art by Alphonse Beau de , invalidating claims on the four-stroke cycle and associated ignition mechanisms until 1891 and allowing competitors to freely adopt similar fuel and spark systems without royalties. This decision accelerated the proliferation of Otto-derived engines across and beyond.

Cooling, lubrication, and regulation

In early Otto engines, cooling was achieved through water jackets surrounding the walls, which circulated coolant via thermosyphon action to dissipate heat generated during combustion. This method, introduced in the Otto-Langen atmospheric engine of the 1860s and refined in the four-stroke Otto engine of 1876, prevented overheating by transferring to an external reservoir where cooler water replaced the heated fluid. By the 1880s, advancements included the addition of radiators to enhance cooling efficiency, particularly as engine sizes and power outputs increased, allowing for more reliable operation in applications. Lubrication in initial Otto designs relied on manual, external application of while the engine ran, ensuring basic friction reduction for like pistons and bearings. As engines evolved, systems became standard, where the dipped into an reservoir in the , flinging lubricant onto walls and bearings through and . This simple approach, common in late-19th-century internal engines, minimized complexity but limited performance under higher loads. By the early 1900s, forced-feed systems emerged, employing engine-driven pumps to deliver pressurized to critical components such as main and bearings, significantly improving durability and efficiency. Speed regulation in Otto engines utilized a heavy attached to the to smooth out power fluctuations from intermittent cycles, maintaining consistent rotational momentum. Complementing this, centrifugal governors—often types mounted on the accessory or —automatically adjusted fuel intake or exhaust to control engine speed under varying loads, keeping RPM stable around 180 for typical units. These mechanical devices responded to on weighted arms or balls, throttling the engine to prevent overspeeding or stalling. Early Otto engines faced significant overheating challenges due to their single-cylinder configurations, which concentrated in limited surface areas and led to on components. This issue was mitigated by transitioning to multi-cylinder designs in the late 1870s and , distributing load across multiple units for better and operational stability. Material advancements further addressed these concerns, with initial cylinders providing durability but poor thermal conductivity, evolving to aluminum alloys by the early for superior and reduced weight.

Stationary Applications

Early industrial engines

The early industrial Otto engines, produced primarily by Gasmotoren-Fabrik from the late 1870s onward, featured single-cylinder, horizontal configurations rated between 1 and 10 horsepower, suitable for powering factories, mills, and small workshops. These engines operated at low speeds, typically around 180 , and were fueled by to drive machinery in fixed-location settings. Their design emphasized reliability and quiet operation, earning them the nickname "Silent Otto," with the first production model delivering approximately 3 horsepower. Ignition in these engines relied on low-tension systems, where a magneto generated a timed precisely to the peak of the compression stroke for efficient . Otto introduced this low-tension magneto ignition in 1884, replacing flame-based methods and enabling more consistent performance across varying loads. By 1900, over 30,000 Otto engines had been installed throughout , supporting applications such as , early , and mechanical drive systems in . Compared to contemporaneous steam engines, these units offered thermal efficiencies of 10-15%, roughly double that of typical alternatives, alongside a more compact footprint that reduced installation space requirements.

Post-1900 stationary uses

Following the initial single-cylinder designs of the late 19th century, stationary Otto engines evolved into multi-cylinder configurations in the early to meet growing demands for higher power outputs in settings. Inline and V-type arrangements became common, enabling outputs exceeding 100 horsepower for applications such as electrical generators and pumps. These multi-cylinder engines improved efficiency and scalability, powering equipment in sectors like and where consistent, on-site generation was essential. Adaptations for fuel gained prominence in the , particularly for systems that simultaneously produce and heat. Spark-ignition Otto-cycle engines running on offered cleaner operation compared to or liquid fuels, with post-World War II developments focusing on large units for gas transmission and industrial power. By the mid-, these engines were integral to combined heat and power () installations, achieving efficiencies over 70% in examples like 1 MW hospital systems recovering 1.6 MW of . As of June 2022, over 2,700 such CHP sites in the U.S. utilized natural gas-fired spark-ignition reciprocating engines, totaling approximately 2.3 capacity (based on 2013 data), serving hospitals, universities, and factories. World War II spurred production of stationary Otto engines for wartime factories, with versatile fuel compatibility—including , , and —supporting essential manufacturing amid fuel shortages. Post-war, however, diesel engines emerged as stronger competitors for larger stationary applications due to superior and durability, shifting many high-power roles away from gas-fired Otto designs. Deutz, for example, resumed production of 40,000 engines totaling 1.5 million horsepower by the late 1940s, but emphasized diesel variants for global industrial recovery. In modern niches through the , Otto engines persist in backup generators and small-scale power for remote areas, valued for rapid startup (under 10 seconds) and operation on or . Units range from 10 kW for data centers to 18 MW for peak shaving in utilities, with efficiencies up to 41.6% in large installations. Environmental regulations from the onward prompted additions like three-way catalysts and (SCR), reducing NOx emissions to levels like 0.07 lb/MWh. technology, introduced in the , further lowered emissions while maintaining performance. Recent hybrid integrations, such as Otto-Stirling combinations for CHP, enhance efficiency in , though primarily in pilot applications.

Transportation Applications

Initial vehicular adaptations

The initial adaptations of the Otto engine for vehicular use began in the mid-1880s, transitioning from stationary applications to mobile platforms. In 1885, Gottlieb Daimler and Wilhelm Maybach developed the Reitwagen, recognized as the world's first motorcycle, powered by a compact, vertical single-cylinder Otto-derived engine producing 0.5 horsepower (0.37 kW) at 600 rpm. This lightweight engine, weighing approximately 132 pounds (60 kg) and fueled by ligroin, was mounted between two wheels and drove the rear wheel via a belt transmission, achieving speeds up to 7 mph (11 km/h). The design emphasized portability, with the engine's small size—often called the "grandfather clock" due to its shape—enabling installation on a wooden frame bicycle chassis, marking a pivotal shift toward personal transportation. The following year, in 1886, Karl Benz introduced the Patent-Motorwagen, a three-wheeled widely regarded as the first practical automobile, equipped with a horizontal single-cylinder four-stroke engine based on the that generated 0.75 horsepower (0.55 kW) at 400 rpm. Mounted at the rear, this 220-pound (100 kg) engine featured innovative elements such as water-cooled thermo-siphon evaporation, a high-voltage ignition, an automatic intake slide , and a controlled exhaust , allowing top speeds of around 10 (16 km/h). Benz's incorporated a for reduced weight and durability, along with a simple belt-driven surface-contact that provided variable speed control through tension adjustment, addressing the need for mobility on uneven roads. These adaptations built on Otto's stationary designs but prioritized compactness and reliability for self-propelled travel. Key innovations in these early vehicular Otto engines included the use of lightweight materials like cylinders with thin walls and tubing for , which reduced overall vehicle weight to under 1,000 pounds (450 kg) and improved . Multi-speed transmissions, such as the progressive belt systems in later 1880s prototypes by Daimler and , enabled better management and hill-climbing capability, evolving from single-ratio setups to two- or three-speed planetary gears by the early . By the , these engines spread across , powering tricycles and quadracycles from manufacturers like in and Panhard & Levassor, with annual production reaching several hundred units by the mid-. In the United States, adoption accelerated with the 1901 runabout, a lightweight buggy-style vehicle featuring a single-cylinder Otto engine rated at 5 horsepower, which sold 425 units in its debut year and helped popularize affordable gasoline-powered mobility. Despite these advances, early vehicular Otto engines faced significant challenges, including severe vibration from unbalanced single-cylinder operation, which often required reinforced frames and uncomfortable rides for occupants. Cooling systems struggled in motion, relying on rudimentary air or evaporative methods that overheated during prolonged use, leading to frequent maintenance and reliability issues. Power outputs remained modest at 1 to 5 horsepower, limiting speeds and load capacities, though this sufficed for urban errands and demonstrated the engine's potential for broader transportation applications.

Modern automotive and aviation engines

In modern automotive applications, Otto cycle engines have advanced significantly since early vehicular adaptations, incorporating overhead designs with multiple valves per to optimize and enable higher speeds. These engines commonly feature 4 to 16 in inline, , or configurations, with turbocharging becoming standard to boost power output across a wide range, from about 100 horsepower in economy sedans to over 500 horsepower in performance vehicles and trucks. Electronic fuel injection systems, which largely supplanted carburetors starting in the , deliver fuel directly into the ports or cylinders under , allowing precise air-fuel adjustments for improved efficiency and reduced emissions. This shift enabled better response and adaptability to varying operating conditions, contributing to the dominance of port and direct injection in contemporary gasoline engines. Further efficiency enhancements stem from , which optimizes valve operation across engine speeds to reduce pumping losses and boost by up to 7.7%, and , which achieves 10-20% fuel savings over traditional port injection by enabling stratified charge combustion. In the 2020s, these Otto engines are increasingly integrated into hybrid systems, pairing with electric motors and batteries to extend range and lower emissions in vehicles like hybrids. In , Otto-based engines power much of , with inline and horizontally opposed layouts prevalent in smaller aircraft, while radial configurations persist in some vintage or specialized models for their durability. The series exemplifies this, a four-cylinder, air-cooled, horizontally opposed engine rated at 180 horsepower for use in like the 172. Globally, Otto engines propel over 1 billion passenger vehicles as of 2025, representing the majority of the estimated 1.645 billion total vehicles in operation, though the industry confronts pressures including insufficient charging , limited range, and shifting regulations aimed at reducing dependence.

Variants and Legacy

Atmospheric and pre-compression engines

The Lenoir atmospheric engine, patented by Jean Joseph in 1860, represented one of the earliest practical internal combustion engines, operating as a double-acting, two-stroke device without any of the air-fuel mixture. This design admitted a gaseous mixture of illuminating gas and air directly into the cylinder via slide valves, ignited it with an , and relied on to drive the during the power , with exhaust gases expelled on the return. The engine's large bore and dimensions, often exceeding 200 mm in diameter, contributed to its bulky stationary form, but its lack of limited to approximately 4%, making it consume significantly more fuel—approximately 3 times the fuel cost of contemporary steam engines for equivalent output. Building on Lenoir's concept, Nikolaus Otto and Eugen Langen developed the 1867 free-piston atmospheric engine, an innovative single-cylinder design that introduced partial admission control to improve power delivery over the Lenoir type. In this setup, a free-floating piston moved vertically within a vertical cylinder, with gas and air entering at the bottom and ignition occurring near the top, where atmospheric pressure pushed the piston downward to transmit power via a rack-and-pinion mechanism; however, the absence of true compression meant power output remained low, typically around 0.5 horsepower at slow speeds of 100-150 rpm. Despite these limitations, the engine achieved a modest efficiency of about 11%, roughly double that of the Lenoir, by reducing throttling losses and optimizing the expansion stroke, though it still required large cylinders (up to 300 mm bore) and operated exclusively on coal gas. These early atmospheric engines featured common design elements, including oversized cylinders for adequate power at low pressures, hot-tube or glow-tube ignition systems where a tube heated by an external provided continuous ignition without moving parts, and reliance on gaseous fuels like town gas due to the impracticality of liquid fuels in unpressurized systems. The transition to Otto's four-stroke engine marked a pivotal shift, incorporating a compression stroke with a of approximately 3:1, which elevated to around 14% by increasing the temperature and pressure of the charge before ignition, thus extracting more work from the combustion energy. Atmospheric and pre-compression engines served as crucial bridges from steam power to modern internal technology, demonstrating the feasibility of gaseous in engines for stationary applications like pumping and . However, their inherent inefficiencies—stemming from uncompressed charges and incomplete expansion—rendered them obsolete by the mid-1880s, as compressed-charge designs offered superior and economy, paving the way for widespread adoption of the .

Advanced Otto engine developments

In the latter half of the 20th century, stratified charge engines emerged as a significant advancement in Otto cycle technology, enabling lean-burn operation for improved fuel efficiency and reduced emissions without relying on exhaust aftertreatment like catalytic converters. Honda's Compound Vortex Controlled Combustion (CVCC) system, introduced in the 1970s, exemplified this approach by using a pre-chamber with a rich air-fuel mixture ignited by a spark, which then mixed with lean mixture in the main chamber to promote complete combustion. This design allowed the 1975 Honda Civic to meet stringent U.S. Environmental Protection Agency (EPA) emissions standards for hydrocarbons, carbon monoxide, and nitrogen oxides, achieving approximately 9-10% better fuel economy compared to conventional carbureted Otto engines of the era while producing significantly lower unburned hydrocarbons and particulate matter. Building on the Otto principle, the variant has become integral to modern powertrains, prioritizing extended expansion strokes over compression to enhance and economy. By delaying intake valve closure, the effective is reduced while the remains high, minimizing pumping losses and recovering more work from the process. In Toyota's Prius vehicles since the early 2000s, the engine achieves peak efficiencies exceeding 40%, contributing to combined economies of around 50 miles per in real-world driving, a marked improvement over standard engines in similar applications. This configuration pairs effectively with electric motors in hybrids, allowing the engine to operate primarily at high-efficiency points. Dual-fuel and flex-fuel adaptations of Otto engines gained prominence in the , particularly in response to mandates and energy diversification efforts, enabling seamless operation on gasoline-ethanol blends ranging from to E85. These systems incorporate sensors to detect content and adjust , , and air-fuel ratios dynamically, compensating for ethanol's higher and of vaporization to prevent knocking while maintaining power output. In , where flex-fuel vehicles proliferated after 2003, Otto engines adapted for ethanol blends demonstrated up to 10% better on high-ethanol fuels under partial loads, supporting widespread adoption and reducing dependence without major hardware changes. Electric-assisted mild hybrid systems, integrated with Otto engines in the 2020s, represent a transitional technology bridging conventional internal combustion and full electrification, using 48-volt architectures to provide torque assist, regenerative braking, and engine start-stop functionality. These setups augment a downsized gasoline engine with a belt-driven integrated starter-generator, recovering energy during deceleration to boost overall efficiency by 10-15% in urban cycles. For instance, modular gasoline engine families designed for mild hybrids achieve specific fuel consumption reductions through cylinder deactivation and electric boosting, aligning with regulatory pushes for lower CO2 emissions in Europe and North America. Looking toward the 2030s, hydrogen combustion variants of the are under development as a pathway to zero-carbon , leveraging the cycle's spark-ignition compatibility with 's high and wide flammability limits. Modified can run on pure or hydrogen-natural gas blends, producing as the primary exhaust while requiring adaptations like reinforced pistons to handle higher temperatures and pre-chamber ignition to mitigate backfiring. As of March 2025, Alpha-Otto Technologies unveiled a patent-protected engine achieving zero tailpipe emissions and high efficiency, further advancing applications in sustainable . U.S. of initiatives project that such engines could achieve near-zero tailpipe CO2 in heavy-duty applications by mid-decade, with efficiencies comparable to counterparts when paired with production.

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