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Quadratic Gauss sum

A quadratic Gauss sum is a special type of in , defined for an odd prime p as g_p = \sum_{k=0}^{p-1} \left( \frac{k}{p} \right) e^{2\pi i k / p}, where \left( \frac{k}{p} \right) denotes the , which equals 1 if k is a p, -1 if a non-residue, and 0 if k \equiv 0 \pmod{p}. Introduced by in the early , these sums play a foundational role in , particularly in the proof of , which relates the solvability of quadratic congruences modulo distinct primes. Gauss himself evaluated the sum explicitly: g_p = \sqrt{p} if p \equiv 1 \pmod{4}, and g_p = i \sqrt{p} if p \equiv 3 \pmod{4}, with the square satisfying g_p^2 = \left( \frac{-1}{p} \right) p, where \left( \frac{-1}{p} \right) = (-1)^{(p-1)/2}. Beyond reciprocity laws, quadratic Gauss sums appear in the evaluation of character sums over finite fields, the counting of points on elliptic curves, and connections to modular forms and L-functions, underscoring their magnitude |g_p| = \sqrt{p} as a key property linking arithmetic and . They also generalize to Jacobi sums and higher-degree characters, extending their utility in and .

Definition and Formulation

Classical Definition

The quadratic Gauss sum originated with Carl Friedrich Gauss in his 1801 publication Disquisitiones Arithmeticae, where it emerged in the investigation of quadratic residues modulo prime numbers. Gauss employed the sum to advance his proofs of quadratic reciprocity, highlighting its role in distinguishing quadratic behaviors within finite fields. In its classical form, the quadratic Gauss sum is defined for an odd prime p and an integer a by the formula g(a; p) = \sum_{n=0}^{p-1} \zeta_p^{a n^2}, where \zeta_p = e^{2\pi i / p} denotes a primitive p-th root of unity. This exponential sum aggregates the p-th roots of unity weighted by quadratic exponents a n^2 \mod p, thereby encoding the distribution of quadratic forms in the multiplicative group modulo p. If a \equiv 0 \pmod{p}, the sum simplifies to g(a; p) = p, as every exponent vanishes and the terms are all 1. As a prototypical , g(a; p) quantifies quadratic phenomena modulo p, such as the imbalance between quadratic residues and non-residues, through its oscillatory nature in the . The name "quadratic Gauss sum" honors Gauss's foundational contributions to its study and evaluation. An equivalent formulation expresses it via the \left( \frac{\cdot}{p} \right), linking it directly to quadratic character sums.

Character-Theoretic Formulation

The character-theoretic formulation of the quadratic Gauss sum abstracts the classical by incorporating s, particularly the quadratic ones, which play a central role in . For an odd prime p, the quadratic Gauss sum associated to the non-trivial quadratic \chi modulo p—defined by \chi(n) = \left( \frac{n}{p} \right), the —is given by g(\chi; p) = \sum_{n=0}^{p-1} \chi(n) \zeta_p^n, where \zeta_p = e^{2\pi i / p} is a primitive p-th . This character \chi takes values in \{0, \pm 1\}, vanishing when p divides n, and satisfies \chi^2 \equiv 1 \pmod{p} with \chi \not\equiv 1. This formulation relates directly to the classical quadratic Gauss sum g(a; p) = \sum_{n=0}^{p-1} e^{2\pi i a n^2 / p} for a not divisible by p. Specifically, g(a; p) = \chi(a) g(\chi; p), reflecting the multiplicative nature of the in twisting the . Here, the factor \chi(a) adjusts the according to the quadratic residuosity of a modulo p. For a general modulus N \geq 1, the quadratic Gauss sum extends to any quadratic Dirichlet character \chi modulo N, defined as a primitive real character of order dividing 2 (i.e., \chi(n)^2 = 1 for all n coprime to N, and not the principal character). The sum is G(\chi) = \sum_{a=1}^N \chi(a) e^{2\pi i a / N}, where \chi(a) = 0 if \gcd(a, N) > 1. Such characters \chi are precisely the Kronecker symbols associated to fundamental discriminants d of quadratic fields \mathbb{Q}(\sqrt{d}), with conductor |d| equal to the absolute value of the discriminant; for example, \chi = \left( \frac{d}{\cdot} \right) induces the character for the ring of integers in the field. When \chi is primitive (i.e., its conductor equals N), G(\chi) exhibits specific algebraic properties within the N-th cyclotomic field \mathbb{Q}(\zeta_N). In particular, G(\chi) generates a quadratic extension over \mathbb{Q} embedded in \mathbb{Q}(\zeta_N), and its square satisfies G(\chi)^2 = \chi(-1) N, linking it to the field's signature and discriminant structure. This positioning underscores the sum's role in the Galois theory of cyclotomic extensions adjoining quadratic characters.

Evaluation

Absolute Value

The absolute value of the quadratic Gauss sum associated to a non-trivial quadratic \chi modulo an odd prime p is given by |g(\chi; p)| = \sqrt{p}. This result holds for the classical formulation g(\chi; p) = \sum_{k=0}^{p-1} \chi(k) \exp(2\pi i k / p), where \chi is the modulo p. To derive this, consider |g(\chi; p)|^2 = g(\chi; p) \overline{g(\chi; p)} = g(\chi; p) g(\overline{\chi}; p). For the real-valued quadratic \chi = \overline{\chi}, a shows |g(\chi; p)|^2 = \sum_{c=0}^{p-1} \exp(2\pi i c / p) \sum_{m=0}^{p-1} \chi(m(m + c)). The inner sum equals \chi(-1) p if c = 0 and 0 otherwise, yielding |g(\chi; p)|^2 = \chi(-1) p. Since |\chi(-1)| = 1, it follows that |g(\chi; p)|^2 = p, so |g(\chi; p)| = \sqrt{p}. This result extends to the character-theoretic formulation for a \chi a general N > 1: |G(\chi)| = \sqrt{N}, where G(\chi) = \sum_{a=0}^{N-1} \chi(a) \exp(2\pi i a / N). The proof follows analogously by squaring and applying , with the magnitude depending on the of \chi, which equals N for characters. In the special case of the standard principal character \chi_0 (where \chi_0(a) = 1 if \gcd(a, N) = 1 and 0 otherwise), G(\chi_0) = \mu(N), where \mu is the (e.g., G(\chi_0) = -1 for odd prime N = p). If instead extended constantly to 1 on all residues (non-standard), the sum is 0 for N > 1. Geometrically, the magnitude \sqrt{p} (or \sqrt{N}) of the quadratic Gauss sum reflects the size of the sum in terms of archimedean and non-archimedean norms within the \mathbb{Q}(\zeta_p), where the algebraic norm of the ideal generated by the sum relates to p.

Explicit Evaluation

The explicit evaluation of the quadratic Gauss sum g(a; p) = \sum_{k=0}^{p-1} \exp\left( \frac{\pi i a k^2}{p} \right) for a prime p and a not divisible by p was first determined by . For the principal case a = 1 and odd prime p, Gauss established that g(1; p) = \sqrt{p} if p \equiv 1 \pmod{4} and g(1; p) = i \sqrt{p} if p \equiv 3 \pmod{4}, where \sqrt{p} denotes the positive real and i = \sqrt{-1}. For p = 2, the sum evaluates to g(1; 2) = 1 + i. In the general case, the value simplifies via the \left( \frac{a}{p} \right), yielding g(a; p) = \left( \frac{a}{p} \right) g(1; p) for a \not\equiv 0 \pmod{p}.[](https://e.math.cornell.edu/people/belk/number theory/GaussSums.pdf) A standard approach to deriving these formulas begins with the relation g(\chi)^2 = \chi(-1) p, where \chi is the quadratic modulo p (corresponding to g(1; p) up to normalization) and \chi(-1) = (-1)^{(p-1)/2}. This equality follows from properties of Jacobi sums, where J(\chi, \chi) = -\chi(-1) and the relation g(\chi)^2 = J(\chi, \chi) g(\chi_0) \cdot (-p)/g(\chi_0) adjusts for the principal character g(\chi_0) = -1, or alternatively from counting solutions to quadratic congruences x^2 \equiv b \pmod{p} via the sum's properties. Combined with the known magnitude |g(1; p)| = \sqrt{p}, this determines g(1; p)^2, but the precise phase requires additional steps, such as relating to the number of points on certain curves or using the of the L-function associated to \chi. The \varepsilon(\chi) = g(\chi) / |g(\chi)| is 1 if p \equiv 1 \pmod{4} and i if p \equiv 3 \pmod{4}, which aligns with the quadratic Hilbert symbol (-1, -1)_p = (-1)^{(p-1)/2} in the context of the local interpretation of the sum. Modern refinements express quadratic Gauss sums in terms of modular objects, such as the \eta(\tau) = q^{1/24} \prod_{n=1}^\infty (1 - q^n) with q = e^{2\pi i \tau}, via transformation laws under the ; for instance, g(1; p) appears in the evaluation of \eta(i/p) / \eta(i). These connections underpin for the partition function, where theta series involving Gauss sums yield identities like p(5n+4) \equiv 0 \pmod{5}, linking the sums to .

Properties

Algebraic and Multiplicative Properties

The quadratic Gauss sum g(\chi; p), where \chi is the Legendre symbol modulo an odd prime p, is an algebraic integer residing in the ring \mathbb{Z}[\zeta_p] of the p-th cyclotomic field \mathbb{Q}(\zeta_p). This placement follows from the definition g(\chi; p) = \sum_{a=1}^{p-1} \chi(a) \zeta_p^a, where each term \chi(a) \zeta_p^a is an algebraic integer, and their sum inherits this property. Furthermore, g(\chi; p) generates over \mathbb{Q} the unique quadratic subfield of \mathbb{Q}(\zeta_p), which is \mathbb{Q}(\sqrt{(-1)^{(p-1)/2} p}). Let d = (-1)^{(p-1)/2} p; then d \equiv 1 \pmod{4}, and the of this subfield is \mathbb{Z}[(1 + \sqrt{d})/2]. Since g(\chi; p)^2 = \chi(-1) p, it follows that g(\chi; p) = \epsilon \sqrt{d} for a suitable fourth \epsilon, so \mathbb{Z}[g(\chi; p)] = \mathbb{Z}[\sqrt{d}], which is an order of conductor 2 in the full . This subfield arises as the fixed field of the index-2 subgroup of the \mathrm{Gal}(\mathbb{Q}(\zeta_p)/\mathbb{Q}) \cong (\mathbb{Z}/p\mathbb{Z})^\times, reflecting the intrinsic connection between the sum and the arithmetic structure of the extension. A key multiplicative property holds for quadratic characters with coprime conductors: if \chi_1 and \chi_2 are quadratic Dirichlet characters modulo coprime integers m_1 and m_2, then the for the product character satisfies G(\chi_1 \chi_2) = G(\chi_1) G(\chi_2), provided \chi_1 \chi_2 is primitive modulo m_1 m_2. This multiplicativity extends the behavior over prime moduli to composite settings and underpins factorization in cyclotomic rings. The Galois group of \mathbb{Q}(\zeta_p)/\mathbb{Q} acts on g(\chi; p) via the Frobenius automorphisms: for k coprime to p, the automorphism \sigma_k defined by \sigma_k(\zeta_p) = \zeta_p^k satisfies \sigma_k(g(\chi; p)) = \chi(k) g(\chi; p). This action highlights the sum's role as an eigenvector under the Galois representation associated to \chi, facilitating computations in subfields. An essential relation is the square formula: g(\chi; p)^2 = \chi(-1) \, p, where \chi(-1) = (-1)^{(p-1)/2} determines the sign and links the sum directly to the discriminant of the quadratic subfield \mathbb{Q}(\sqrt{(-1)^{(p-1)/2} p}). This equation underscores the arithmetic linkage, as the right-hand side generates the prime ideal above p in the subfield's ring of integers.

Relations to Other Mathematical Objects

Quadratic Gauss sums are closely related to Jacobi sums through explicit algebraic identities. For a \chi modulo an odd prime p, the square of the satisfies g(\chi)^2 = -p J(\chi, \chi), where J(\chi, \chi) is the Jacobi sum associated to \chi with both arguments, and J(\chi, \chi) = -\chi(-1). This relation plays a key role in Stickelberger's theorem, which describes the of in the of cyclotomic fields. The classical quadratic Gauss sum g(1; p) = \sum_{k=0}^{p-1} e^{2\pi i k^2 / p} appears prominently in the modular transformation formulas for Jacobi functions. Specifically, the transformation law \theta(z \mid -1/\tau) = (-i\tau)^{1/2} e^{i \pi z^2 / \tau} \theta(z/\tau \mid \tau) for the Jacobi function \theta(z \mid \tau) = \sum_{n \in \mathbb{Z}} e^{\pi i n^2 \tau + 2\pi i n z} reduces, upon specialization to rational \tau involving p, to expressions involving this , linking analytic properties of theta functions to finite character sums. In the context of s, the quadratic Gauss sum g(\chi; p) generates the unique quadratic subfield of the p-th \mathbb{Q}(\zeta_p), where \zeta_p = e^{2\pi i / p}; this subfield coincides with the maximal real subfield \mathbb{Q}(\zeta_p)^+ when p=5, as both have (p-1)/2 = 2 over \mathbb{Q}. In general, the subfield has 2 over \mathbb{Q}, and g(\chi; p) adjoins an element whose minimal polynomial is obtained by transforming the p-th \Phi_p(x) via the substitution relating to the real parts of roots of unity. Quadratic Gauss sums connect to class numbers through the arithmetic of ray class fields, particularly via the of the different ideal. Stickelberger's theorem implies that the prime ideals dividing the determine the splitting behavior in ray class fields over cyclotomic extensions, which in turn influences formulas for the class number of the maximal real subfield, such as in computations for small primes where the class number is 1. Beyond these, quadratic Gauss sums relate to other character sums like Kloosterman sums through applications of the . In estimates for representation numbers of quadratic forms, the summation over lattices yields transforms involving quadratic Gauss sums alongside quadratic Kloosterman sums K_2(a, b; c) = \sum_{(d,c)=1} \left( \frac{d}{c} \right) e^{2\pi i (a d + b d^{-1}) / c}, providing quadratic-specific bounds essential for . Similar connections arise with Ramanujan sums in generalizations over quadratic fields, where Gauss sums aid in explicit evaluations.

Applications

In Quadratic Reciprocity

Quadratic Gauss sums play a pivotal role in Carl Friedrich Gauss's sixth proof of the law of quadratic reciprocity, developed around 1805 and published in 1811 as part of his investigations into cyclotomic fields and reciprocity laws. This proof leverages the algebraic properties of Gauss sums to establish the relationship between the Legendre symbols \left( \frac{p}{q} \right) and \left( \frac{q}{p} \right) for distinct odd primes p and q, marking an early analytic approach in number theory that connected sums over roots of unity to reciprocity. The core of the proof involves evaluating the product of two quadratic Gauss sums, g(1;p) = \sum_{n=1}^{p-1} \left( \frac{n}{p} \right) \zeta_p^n and g(1;q) = \sum_{m=1}^{q-1} \left( \frac{m}{q} \right) \zeta_q^m, where \zeta_p = e^{2\pi i / p} and \zeta_q = e^{2\pi i / q}. A key identity relates this product to a Gauss sum modulo pq: specifically, g(1;p) g(1;q) = \left( \frac{q}{p} \right) g(1;pq), up to a factor involving the sign of the sums. Since the absolute value of each quadratic Gauss sum is \sqrt{p} and \sqrt{q} respectively, the normalized product g(1;p) g(1;q) / \sqrt{pq} equals \left( \frac{p}{q} \right) \left( \frac{q}{p} \right)^{1/2} times a fourth root of unity determined by the explicit evaluation of the sums. Equating this to an alternative expression derived from the sum over \mathbb{F}_{pq} yields \left( \frac{p}{q} \right) \left( \frac{q}{p} \right) = (-1)^{(p-1)/2 \cdot (q-1)/2}, confirming the reciprocity law. This method offers a distinct advantage over Euler's earlier proof from 1781, which relied on infinite and combinatorial arguments to handle cases 4. In contrast, Gauss's approach employs complex exponentials and properties of roots of unity, providing a more unified analytic framework that avoids case-by-case and highlights the multiplicative structure of the sums. In modern , the Gauss sum technique has been adapted in Eisenstein's simplifications of reciprocity proofs during the 1840s and extended to the Hasse local-global principle for quadratic forms, where sums facilitate local solvability checks over finite fields via character sums. These variants underscore the enduring utility of quadratic Gauss sums in bridging elementary reciprocity with broader arithmetic geometry.

In Analytic Number Theory

Quadratic Gauss sums play a pivotal role in the analytic theory of Dirichlet L-functions associated with quadratic characters. For a primitive quadratic Dirichlet character \chi modulo N, the completed L-function is defined as \Lambda(s, \chi) = (N/\pi)^{s/2} \Gamma(s/2 + a/2) L(s, \chi), where a = 0 if \chi is even and a = 1 if \chi is odd, corresponding to \chi(-1) = 1 or \chi(-1) = -1. This function satisfies the functional equation \Lambda(s, \chi) = \varepsilon(\chi) \Lambda(1-s, \bar{\chi}), with the root number \varepsilon(\chi) = G(\chi) / (i^a \sqrt{N}), where G(\chi) is the Gauss sum \sum_{k=1}^N \chi(k) e^{2\pi i k / N}. The Gauss sum enters crucially in determining the root number, which governs the symmetry of the and influences the distribution of its zeros. For \chi, since \chi = \bar{\chi}, the equation simplifies, and |\varepsilon(\chi)| = 1, ensuring the of L(s, \chi) to the entire as an of order 1. This structure, derived from the applied to theta functions twisted by \chi, underscores the Gauss sum's role in bridging elementary character sums to advanced analytic properties. At special values, particularly s=1, the relates directly to arithmetic invariants via the . For a fundamental d < 0, the class number h(d) of the imaginary quadratic field \mathbb{Q}(\sqrt{d}) is given by h(d) = \frac{w \sqrt{|d|}}{2\pi} L(1, \chi_d), where w is the number of units in the ring of integers (typically w=2, except w=4 for d=-4 or w=6 for d=-3), and \chi_d(n) = \left( \frac{d}{n} \right) is the Kronecker symbol. The Gauss sum G(\chi_d) = i \sqrt{|d|} for odd characters (as in imaginary quadratics) factors into the normalization constant in the residue computation, linking the sum to the Dedekind zeta function's pole. For positive d, a similar formula holds with real quadratic fields, where L(1, \chi_d) involves the fundamental unit, and G(\chi_d) = \sqrt{d}. In applications to prime distribution, the Euler product for L(s, \chi) = \prod_p (1 - \chi(p) p^{-s})^{-1} incorporates the quadratic character, with Gauss sums aiding in the non-vanishing of L(1, \chi) for non-principal \chi, as established by the class number formula providing a positive lower bound. This ensures the density of primes in quadratic progressions, as per Dirichlet's theorem, where the relative density is $1/\phi(N) adjusted by the residue class. Modern developments extend quadratic Gauss sums to spectral theory, particularly in trace formulas for automorphic forms on GL(2) twisted by quadratic characters. These twists appear in multiple Dirichlet series summing L-functions L(s, \pi \times \chi_d), where G(\chi_d) normalizes the intertwining operators and contributes to meromorphic continuations, facilitating subconvexity bounds and moments in the Langlands program.

Generalizations

Modulo Composite Integers

The quadratic Gauss sum modulo a composite integer N > 1 is defined using the quadratic \chi modulo N, which for odd square-free N is given by the Kronecker symbol \left( \frac{\cdot}{N} \right), extending the to define the symbol. The sum is then G(\chi; N) = \sum_{a=0}^{N-1} \chi(a) e^{2\pi i a / N}, where \chi(a) = 0 if \gcd(a, N) > 1. By the , Gauss sums are multiplicative over coprime factors of the modulus. Specifically, if N = pq with p, q distinct odd primes, then \chi = \chi_p \chi_q where \chi_p, \chi_q are the quadratic characters modulo p, q, and G(\chi; N) = G(\chi_p; p) G(\chi_q; q). This extends to general coprime factorizations of N, allowing reduction to cases. For a primitive quadratic \chi N, the is |G(\chi; N)| = \sqrt{N}. The explicit value includes a determined by the product of local epsilon factors \varepsilon_p from the prime power components of N, where each \varepsilon_p is the normalized of the prime modulus (1 if p \equiv 1 \pmod{4}, i if p \equiv 3 \pmod{4}, with adjustments for powers of 2). For example, G(\chi; N)^2 = \chi(-1) N. A generalized form is G(a, b, c) = \sum_{n=0}^{c-1} e^{2\pi i (a n^2 + b n)/c}, valid for integers a, b, c with c > 0. Assuming \gcd(a, c) = 1, completion of the square yields G(a, b, c) = \left( \frac{a}{c} \right) e^{\pi i b^2 / (4 a c)} G(1, 0, c), where \left( \frac{a}{c} \right) is the Jacobi or Kronecker symbol as appropriate. These sums depend on residue classes c; for instance, G(1, 0, c) = 0 if c \equiv 2 \pmod{4}, and more generally vanish if c is even and a is odd in ways incompatible with the character (e.g., when the lacks solutions 4).

Incomplete and Higher-Dimensional Variants

Incomplete Gauss sums arise when the in the classical is truncated to a partial range, rather than over a complete residue system p. A typical form is the incomplete sum S(H; p) = \sum_{n=1}^{H} \exp(2\pi i a n^2 / p), where p is an odd prime, a is coprime to p, and $1 \leq H < p. These sums approximate the complete quadratic Gauss sum plus an error term, with the approximation improving as H grows relative to p. For instance, when H \approx p^{1/2 + \epsilon} for small \epsilon > 0, asymptotic expansions express S(H; p) in terms of the complete sum scaled by factors involving cotangents and higher-order polynomials, with error O(p^{2H - 3}). Bounds for incomplete quadratic Gauss sums often rely on techniques like Weyl differencing, which reduces the sum to shorter sums by squaring and differencing the phases, leading to estimates of the form |S(H; p)| \ll \sqrt{p \log p} under suitable conditions on H. Vinogradov's method further refines these by iterating differencing and applying mean value theorems, yielding improved bounds such as |S(H; p)| \ll H^{1/2} p^{1/4 + o(1)} for H \ll p^{1/2}, with explicit versions available for prime moduli. These estimates connect to discrepancy theory, where incomplete Gauss sums measure the irregularity of quadratic sequences modulo p, providing tools to bound the discrepancy of point sets in the unit square derived from such sequences. Higher-dimensional variants generalize the quadratic Gauss sum to sums over vectors in (\mathbb{Z}/p\mathbb{Z})^k, defined as G(Q; p) = \sum_{x \in (\mathbb{Z}/p\mathbb{Z})^k} \exp(2\pi i Q(x)/p), where Q is a on k variables with associated of \Delta. For non-degenerate Q (i.e., \Delta \not\equiv 0 \pmod{p}), the evaluation yields G(Q; p) = \epsilon(Q) p^{k/2}, where \epsilon(Q) is a complex factor of 1 depending on the of k and the (\Delta / p); specifically, for even k, \epsilon(Q) = (\Delta / p)^{(k/2 - 1)/2} (1 + i^k), and adjustments apply for odd k. This result extends the classical case via of Q modulo p, reducing to products of one-dimensional Gauss sums. For binary quadratic forms Q(x,y) = ax^2 + bxy + cy^2 with discriminant d = b^2 - 4ac < 0, the associated G(Q; \chi_d; p) links to the number of representations r(n) of integers n by Q, via the approximation r(n) \approx \frac{4\pi}{\sqrt{|d|}} [L(1, \chi_d)](/page/Dirichlet_L-function) \sum_{m=1}^\infty \frac{G(\chi_d, m)}{m} J_1(2\pi \sqrt{nm}/\sqrt{|d|}), where \chi_d is the Kronecker symbol, L(1, \chi_d) is the , and J_1 is the ; the leading term involves the normalized G(\chi_d)/\sqrt{|d|}. This connection arises from theta series expansions and Poisson summation, enabling asymptotic counts of lattice points on ellipsoids defined by Q. In modern applications, quadratic Gauss sums, including incomplete and higher-dimensional forms, appear in quantum algorithms for estimation over finite fields, where variants of compute approximations to Gauss sums in O(\mathrm{poly}(\log p)) time, aiding problems in cryptographic settings. Similarly, in , character sums generalizing quadratic Gauss sums bound the size of error-correcting codes over finite fields, such as in the or algebraic-geometric codes, where the exact magnitude |G(Q; p)| = p^{k/2} and more general Weil bounds on exponential sums inform code parameters and minimum distances. The value distribution of incomplete sums follows a limit law given by periodic functions, complementing pointwise bounds and facilitating probabilistic analyses in these contexts.

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