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Self-reference effect

The self-reference effect (SRE) is a in which individuals exhibit enhanced performance for encoded in relation to the self, compared to information processed semantically, phonetically, or in reference to others. This effect underscores the self's role as a distinctive and efficient mnemonic device, leveraging pre-existing self-knowledge to facilitate deeper elaboration and organization during encoding. First identified in landmark experiments by Rogers, Kuiper, and Kirker (1977), the SRE was demonstrated through tasks where participants rated trait adjectives on self-descriptive, structural, phonemic, and semantic dimensions; recall was markedly superior for self-referent ratings, indicating that self-implication activates a robust for processing personal information. Subsequent has replicated this finding across diverse stimuli, including words, faces, and narratives, with the effect persisting in both incidental and intentional learning contexts. A comprehensive of over 140 experiments confirmed the SRE's reliability, reporting a large (d = 0.93) relative to semantic encoding and attributing its potency to the self's status as a highly accessible and interconnected knowledge structure that promotes vivid, relational encoding. The SRE manifests across the lifespan but varies developmentally; for instance, young children (ages 4–6) show weaker incidental self-reference benefits compared to adults, though evaluative self-referencing emerges reliably by middle childhood. In clinical populations, the effect can be altered, such as in where negative self-referential processing amplifies memory biases for self-deprecating information, potentially exacerbating rumination. Practically, the SRE informs educational strategies by demonstrating that personalizing learning materials—such as relating concepts to students' experiences—boosts retention, particularly in children and adolescents. It also holds promise for , where self-relevant messaging enhances recall, and for therapeutic interventions aiming to rebalance self-schemas in mood disorders.

Definition and Background

Core Phenomenon

The self-reference effect (SRE) refers to the superior and of stimuli when encoded in relation to the , compared to encoding that is semantic or oriented toward another . This mnemonic advantage arises because self-relevant processing integrates new information with pre-existing knowledge about oneself, facilitating more effective storage and retrieval. At its core, the SRE involves deeper semantic processing triggered by the activation of self-schemas—cognitive structures that organize and represent self-knowledge—leading to richer . When individuals evaluate whether a stimulus describes themselves, it prompts extensive associations and organizational links within the , which enhance the distinctiveness and interconnectedness of the trace compared to more generic processing strategies. This process contrasts with the levels-of-processing effect, which emphasizes general depth of analysis for better but lacks the specific self-relevance that drives the SRE's targeted mnemonic benefit. General findings from encoding tasks demonstrate that self-referenced items yield a large (d = 0.93) in performance relative to non-self conditions, underscoring the robustness of this effect across and measures. This enhancement is linked to neural in self-related areas during encoding, further supporting the role of self-specific in formation.

Historical Development

The self-reference effect (SRE) was first empirically demonstrated in a seminal incidental learning by Rogers, Kuiper, and Kirker in 1977. In this experiment, participants rated adjectives for self-descriptiveness, among other orientations, and subsequently showed superior for those self-referenced items compared to semantically or structurally processed ones, establishing SRE as a robust enhancement for self-related information. In the 1980s, research expanded on SRE through the lens of self-schema theory, pioneered by Markus, who conceptualized self-schemas as cognitive structures organizing self-knowledge and influencing information processing. Markus's work integrated SRE with schema theory by showing that self-schemas facilitate deeper elaboration and faster processing of self-relevant traits, explaining why self-referenced encoding yields mnemonic advantages over other strategies. This framework shifted emphasis from isolated encoding tasks to how chronic self-concepts modulate memory, as evidenced in studies linking schematicity to recall biases. By the 1990s and 2000s, focus evolved from explicit self-ratings to implicit and incidental forms of , recognizing that SRE occurs without deliberate intent or awareness. Reviews like Symons and Johnson's 1997 confirmed SRE's reliability across paradigms but highlighted the need to explore subtler self-involvements, such as automatic associations or contextual cues, which produced comparable memory benefits without overt self-judgments. This period saw increased integration with cognitive models, emphasizing organizational and elaborative processes in incidental settings. Recent trends through 2025 have incorporated SRE into digital and online paradigms, enhancing accessibility and . For instance, web-based tasks allowing remote self-referential encoding have replicated classic effects while enabling large-scale, diverse samples, as demonstrated in protocols developed around 2017 and refined in subsequent studies on virtual self-cues. These adaptations support broader applications in clinical and educational contexts, maintaining SRE's core advantage amid technological shifts.

Empirical Foundations

Key Experimental Studies

The foundational experiment demonstrating the self-reference effect (SRE) was conducted by Rogers, Kuiper, and Kirker in 1977. In this study, undergraduate participants were presented with 36 trait s and asked to rate them under one of four conditions: whether the adjective described themselves (), the meaning of the adjective (semantic), whether it rhymed with a given word (phonemic), or the location of letters in the word (structural). An unexpected test followed, revealing superior performance in the condition, with an average rate of approximately 36% compared to 15% for semantic, 12% for structural, and 12% for phonemic conditions. This finding established self-referential processing as a particularly effective encoding strategy, outperforming other levels of semantic analysis. Building on this, Symons and Johnson conducted a comprehensive in 1997, synthesizing data from 62 studies involving over 3,000 participants. The analysis confirmed the robustness of the SRE across various memory tasks, including , cued recall, and , with self-referent encoding consistently yielding better performance than other-referent or semantic encoding. For tasks specifically, the effect size was moderate (Cohen's d ≈ 0.47), indicating a reliable but not overwhelming advantage, while tasks showed a larger effect (d ≈ 0.93). The highlighted that the SRE persists even when controlling for variables like task difficulty and participant demographics, underscoring its generalizability. More recent experimental work has explored nuances in how self-cues influence the SRE. For instance, a 2021 study published in examined whether self-cues presented solely during the retrieval phase could induce the effect without explicit self-referential encoding at study. Participants encoded word pairs under neutral conditions but retrieved them with self-relevant (e.g., "me") or other-relevant (e.g., "friend") cues; results showed significantly higher accuracy for self-cued items (hit rate ≈ 0.72) compared to other-cued items (≈ 0.58), suggesting that self-relevance at retrieval alone can enhance access. Complementing this, a 2024 study in Behavioral Sciences investigated the SRE's extension to , where participants made judgments of learning (JOLs) after self- or semantic-encoding of words. While actual recall displayed the typical SRE advantage, JOLs were influenced by participants' beliefs about encoding efficacy; those believing self- and semantic tasks were equally effective provided similar JOLs despite the actual disparity, highlighting metacognitive biases in self-referential . Cross-cultural research has affirmed the SRE's consistency in (individualistic) samples but revealed modulations in collectivist cultures during the . For example, a study comparing and Taiwanese adults found the SRE in both groups for trait adjectives, but older Taiwanese participants showed a reduced self-reference benefit compared to younger ones, unlike where no significant age difference was observed. Emerging evidence from similar investigations indicates that while the core effect holds, its magnitude can be attenuated in collectivist contexts when tasks emphasize relational rather than personal self-aspects.

Measurement and Paradigms

The self-reference effect (SRE) is commonly elicited through incidental learning tasks, where participants process stimuli without foreknowledge of a subsequent memory test. A standard paradigm involves presenting lists of trait s and requiring judgments of self-relevance, such as yes/no responses to questions like "Does this describe you?" This is contrasted with control conditions, such as semantic processing (e.g., "Is this pleasant?") or structural processing (e.g., "Does this contain an 'e'?"), followed by a surprise or test. Quantitative assessment of the SRE typically relies on accuracy, measured as the proportion of correctly remembered items in the self-reference condition compared to controls, and rates, which evaluate hit rates minus false alarms for self-referenced versus other-referenced stimuli. Effect sizes, such as Cohen's d, are calculated to quantify the magnitude of enhancement between self and non-self conditions, providing a standardized metric for comparing SRE across studies. Paradigms vary between explicit and implicit forms to isolate self-referential processing. Explicit tasks directly involve self-ratings, as in the trait adjective judgments, whereas implicit variations use indirect self-association, such as ownership tasks where participants assign everyday objects (e.g., mugs or fruits) as "mine" or "yours" before memory testing, yielding SRE without overt self-evaluation. Online adaptations extend these methods for remote testing, employing platforms like to present timed self-relevance judgments on adjectives, followed by or recognition after a distractor task, maintaining comparable effect sizes to settings. Despite their utility, these paradigms face limitations, including potential demand characteristics in explicit tasks, where participants may anticipate and rehearse for tests, inflating self-referenced . Additionally, the controlled often lacks , as real-world self-reference occurs spontaneously in naturalistic contexts rather than through structured judgments.

Neural Mechanisms

Cortical Midline Structures

Cortical midline structures (CMS), including the medial prefrontal cortex (mPFC), (PCC), and , play a central role in self-referential processing by facilitating the retrieval of self-schemas and integrating information within the (DMN). These regions exhibit consistent activation across diverse self-related tasks, such as trait judgments and autobiographical recall, underscoring their supramodal function in representing the experiential aspects of the self. The mPFC, in particular, encodes self-relatedness, while the PCC and precuneus provide temporal and spatial contextualization, enabling the linkage of stimuli to personal narratives. In the context of the self-reference effect (SRE), enhanced activation in these CMS during self-referential encoding is associated with superior subsequent memory performance. Functional MRI studies demonstrate increased BOLD signals in the ventral mPFC and PCC when participants process information in relation to themselves compared to semantic controls, with mPFC activity directly predicting recall accuracy. For instance, self-referential tasks elicit greater mPFC-hippocampal coupling, which supports memory consolidation by binding stimuli to self-relevant schemas, thereby enhancing recognition rates over non-self conditions. This neural signature distinguishes SRE from general semantic processing, as midline activation integrates emotional and subjective relevance rather than abstract categorization. A seminal of 27 studies confirmed that CMS activity underlies subjective self-experience, with activations peaking during self-referential stimuli and deactivations occurring in non-self tasks. These patterns highlight the CMS as a core hub for differentiating self from other, preventing interference from extraneous processing. Developmental maturation of CMS, particularly strengthened mPFC connectivity post-childhood, further refines this self-referential efficiency into . Recent research as of 2025 has identified a neural signature of the involving these regions.

Prefrontal and Parietal Involvement

The (dlPFC) contributes to the self-reference effect (SRE) by facilitating the integration of self-related information into during encoding. This executive control function supports the elaboration of , contributing to the mnemonic advantage observed in SRE tasks. In contrast, the (vmPFC) is involved in processing the emotional aspects of self-relevance, particularly by evaluating the affective valence of self-referential stimuli. During SRE paradigms, vmPFC activation correlates with the prioritization of emotionally salient self-information. studies demonstrate that damage to medial prefrontal regions, including vmPFC, abolishes the SRE, underscoring its necessity for self-biased memory enhancement. The contributes to SRE through distinct subregions that handle attentional and spatial components of self-processing. The (IPL), particularly on the right, supports attentional shifting toward self-cues, as evidenced by increased during the retrieval of self-referential episodic memories. Non-invasive of the left IPL modulates verbal self-referential , confirming its role in directing to self-related features in tasks. Meanwhile, the aids in spatial self-reference, integrating egocentric representations that link bodily self-location to encoded information, thereby facilitating contextually anchored recall. A meta-analysis of neuroimaging studies on self-reflection reveals consistent prefrontal and parietal activations across SRE tasks, with dlPFC and IPL showing heightened engagement in self > other contrasts. These regions interact dynamically with cortical midline structures during the encoding phase, where prefrontal connectivity modulates stimulus-induced activity to embed self-specificity into default-mode network processes. Such interactions ensure that executive control from prefrontal areas enhances the representational depth provided by midline regions, optimizing SRE performance.

Developmental Aspects

Emergence in Childhood

Recent research indicates that precursors to the self-reference effect (SRE) may emerge even earlier, in infancy. A 2025 study found that infants who recognize themselves in the mirror (typically around 18 months) exhibit a memory bias for objects assigned to themselves over those assigned to others, suggesting an early other-reference effect preceding full self-reference advantages. The self-reference effect (SRE) becomes detectable in childhood around ages 7-8 through basic self-rating tasks, with earlier partial manifestations observed in 5-year-olds for concrete self-linked information. A seminal 2005 study demonstrated that 5-year-olds showed a self-reference advantage in recall for objects associated with themselves, though this benefit did not extend reliably to source memory judgments, indicating an nascent form of the effect tied to simple ownership paradigms. Subsequent research in the early 2010s extended these findings to younger ages, revealing that 4- to 6-year-olds exhibit enhanced recognition memory for self-paired objects compared to those paired with others, using concrete encoding tasks that minimize verbal demands. This early appearance aligns with the onset of stable self-representations, laying the groundwork for more robust SRE as children mature. The emergence of SRE is closely linked to the development of , which solidifies around ages 3-5 as children form categorical and dispositional understandings of themselves, enabling effective self-referential encoding. Longitudinal evidence indicates that by age 5, children's reaches levels comparable to adults, providing the cognitive for linking new information to personal attributes. Concurrently, improvements in SRE track the maturation of , which advances between ages 3 and 5 through milestones like understanding false beliefs, allowing children to elaborate self-related memories more deeply. These factors collectively facilitate the shift from basic ownership-based encoding in preschoolers to more evaluative processing in middle childhood. Key empirical insights include a 2021 investigation in the Journal of Experimental Child Psychology, which found evaluative SRE—where children rate traits in relation to themselves—in 4- to 7-year-olds, with the effect comparable to incidental SRE at younger ages but diverging as skills develop with age. Incidental SRE, involving unintended self-links during encoding, strengthens progressively from ages 6 to 11 due to enhanced and metacognitive awareness. Despite these advances, SRE remains weaker in preschoolers (ages 3-5), as evidenced by inconsistent benefits in trait evaluation tasks, attributable to during the preoperational stage and underdeveloped semantic networks that limit the richness of self-associations. Neural underpinnings begin to emerge in this period, with increased activity in cortical midline structures supporting self-referential processing in children as young as 7.

Changes in Adulthood and Aging

The self-reference effect (SRE) remains robust throughout much of adulthood, from the early 20s to the 50s, manifesting as consistent enhancements for self-relevant information across both semantic and episodic encoding tasks. Studies involving young and middle-aged adults demonstrate reliable SRE magnitudes, with effect sizes typically ranging from moderate to large in incidental and intentional learning paradigms, underscoring the effect's stability during this period when is well-established but not yet impacted by age-related cognitive shifts. In older adulthood (ages 60 and above), the SRE often shows attenuation compared to younger cohorts, with reduced benefits for self-referenced stimuli in standard trait-adjective paradigms. A seminal found that while older adults exhibit improved for self-referenced adjectives relative to other orienting tasks, the overall advantage is circumscribed and does not fully mitigate age-related memory declines, potentially due to limited cognitive resources constraining the and of self-schemas during encoding. This reduction has been linked to diminished accessibility of self-relevant processing mechanisms, as self-focused reflection may overload limited-capacity resources needed for , drawing on models of self-knowledge structure. However, the SRE is preserved or even relatively stronger in emotional self-reference contexts, where socioemotional processing enhances for positive or self-relevant material equivalently across age groups. Factors such as and overall health modulate these age-related changes, with higher cognitive resources (e.g., education and occupational attainment) predicting greater SRE benefits in older adults by supporting more flexible self-referential elaboration. Additionally, compensatory strategies like repeated or self-generated cues amplify the SRE more pronouncedly in older adults, facilitating by leveraging preserved autobiographical to scaffold encoding.

Practical Applications

Educational Contexts

The self-reference effect (SRE) enhances retention of factual in educational settings by encouraging self-relational encoding, where learners connect new material to experiences, such as asking, "How does this relate to my life?" This approach deepens processing and improves compared to rote or semantic encoding alone. A 2023 meta-analysis of 13 primary studies involving 1,082 students across various educational contexts found that self-referential techniques significantly improved learning outcomes, with a moderate of Hedge's g = 0.40 (95% CI [0.18, 0.62]). In practical applications, SRE has been integrated into for second languages (), where learners generate self-related sentences for new words, leading to superior over traditional methods like . A 2025 with intermediate English learners demonstrated that this self-referential significantly boosted word , with Cohen's d = 0.71 immediately after learning and d = 0.52 after a one-week delay compared to production. Similarly, incorporating examples in —such as linking historical events to one's own life or mathematical concepts to daily routines—promote deeper engagement and better retention across subjects. Evidence supports SRE's effectiveness in diverse academic areas, including , where personalizing problems with self-pronouns or interests enhances problem-solving and attitudes toward learning, and , where relating events to personal narratives aids factual recall. The effect is particularly pronounced for low-achieving students, as personalization through self-referencing helps bridge performance gaps by increasing and , benefiting both high and low achievers in math instruction. Online educational tools, such as interactive paradigms prompting self-questions during encoding, further facilitate SRE application, reliably replicating memory advantages in environments. Despite these benefits, implementing SRE poses challenges, including its time-intensive nature, which requires additional reflection time and burdens teachers in fast-paced classrooms. Cultural variations also influence efficacy, with collectivist groups like Taiwanese older adults showing reduced SRE benefits compared to individualistic Western samples, potentially due to differing self-construals.

Clinical and Therapeutic Uses

The self-reference effect (SRE) manifests differently in various psychiatric disorders, influencing for self-relevant . In , individuals exhibit an enhanced SRE specifically for negative self-referential material, reflecting mood-congruent processing biases where negative self- is encoded and recalled more robustly than positive or neutral content. This bias is linked to recurrent depressive episodes, as negatively biased self-referential processing serves as a for . In contrast, is associated with a diminished SRE due to underlying self-disorders, where patients fail to show the typical advantage for self-referenced items compared to healthy controls. Studies from the and beyond highlight this impairment, attributing it to disrupted self-representations and reduced activation in self-related neural networks. Therapeutic applications leverage the SRE to improve memory and emotional processing in clinical settings. In (CBT) for anxiety disorders, such as , self-referential encoding techniques encourage patients to link coping strategies and positive affirmations to personal experiences, enhancing retention of adaptive self-knowledge and reducing negative self-focus. For memory rehabilitation in , personalized self-cues—such as relating new information to the individual's past experiences or self-imagery—exploit the SRE to bolster recall, though the effect is often attenuated compared to healthy aging. Empirical evidence supports these uses across disorders. Similarly, a 2024 investigation into self-referential reviews—where AI generates product feedback with self-relevant details—demonstrated enhanced perceived helpfulness and engagement through the self-reference effect. Emerging digital applications are incorporating SRE principles for clinical training to build resilience in anxiety and depression management. However, limitations arise in cases of severe self-concept disruptions, like borderline personality disorder or advanced psychosis, where fragmented self-representations abolish or reverse the SRE, hindering therapeutic encoding. This underscores the need for tailored approaches, potentially integrating neural insights into midline structures to support self-therapy.

Theoretical and Evolutionary Perspectives

Cognitive Theories

One prominent cognitive explanation for the self-reference effect (SRE) is , which posits that —cognitive generalizations about the self derived from past experiences—serve as organized knowledge structures that facilitate the deeper integration and encoding of self-relevant information. According to this view, when new information is linked to the self, it activates these pre-existing , leading to richer semantic connections and enhanced memory traces compared to non-self-referent processing. This mechanism aligns with broader , where self-referent encoding promotes elaborative rehearsal by drawing on an extensive network of autobiographical and trait-related associations. The distinctiveness account integrates the von Restorff (isolation) effect, proposing that self-referent information stands out in memory due to its unique personal relevance amid otherwise neutral or other-referent contexts. Unlike homogeneous lists where isolation enhances recall through perceptual oddity, in SRE, the self acts as a distinctive anchor, promoting better differentiation and retrieval of associated details. Meta-analytic evidence supports this by showing stronger SRE in conditions where self-items contrast sharply with surrounding material. Critiques of these traditional theories highlight an overemphasis on explicit, trait-based aspects of the , potentially overlooking subtler influences. Recent models from the 2020s incorporate implicit self-processes, where incidental self-cues (e.g., one's own name) trigger SRE without deliberate judgment, and relational self-aspects, emphasizing social interconnections that extend self-relevance beyond individual traits. These expansions suggest a more dynamic, multifaceted underlying the effect, integrating automatic and interpersonal dimensions for comprehensive memory enhancement.

Evolutionary Rationales

The self-reference effect (SRE) may have evolved as an adaptive mechanism to enhance the retention of personally relevant information, thereby supporting survival in ancestral environments. By prioritizing for self-related events, such as encounters with threats, resources, or alliances, the SRE enables individuals to learn from personal experiences and make informed for future actions. This aligns with evolutionary models positing that systems developed to supply timely, fitness-relevant to decision-making processes, where self-referential processing plays a key role in integrating episodic details about one's own traits and behaviors. From a social perspective, the SRE facilitates and advanced , which are essential for cooperation and navigating complex . Enhanced recall of self-relevant information contributes to building a coherent self-model, aiding in theory of mind abilities that allow prediction of others' behaviors and intentions—crucial for maintaining alliances and avoiding in large social networks. This connects to the social brain hypothesis, which proposes that the cognitive demands of managing extensive social relationships drove the expansion of brain regions involved in social processing, including those supporting self-referential memory. Evidence for these evolutionary roots includes cross-species parallels, where self-recognition capabilities—assessed via the —correlate with social complexity in , such as chimpanzees and orangutans, which exhibit improved performance in memory tasks involving personal or compared to non-recognizing . In humans, the SRE demonstrates universality across cultures, though modulated by factors like , suggesting a conserved adaptive core despite cultural variations. Proposals from the frame the SRE as a potential byproduct of the broader of self-models for future-oriented , where episodic memory's self-referential supports of personal scenarios to anticipate outcomes. However, such accounts face critiques for relying on indirect behavioral and neuroanatomical , lacking direct or genetic markers to trace the trait's phylogenetic .

Illustrative Examples

Laboratory Demonstrations

One of the foundational laboratory demonstrations of the self-reference effect (SRE) involves an incidental learning paradigm where participants rate trait adjectives under different encoding conditions. In the classic experiment, participants judged adjectives such as "honest" either by assessing their self-descriptiveness (self-reference condition) or by evaluating whether they changed the meaning of a (semantic condition). Subsequent revealed that self-referenced adjectives were recalled approximately twice as well as those in the semantic condition, with recall rates around 35% versus 15%, respectively. An implicit variant of the SRE has been shown through the ownership illusion paradigm, where participants imagine possessing objects without explicit self-instructions. In one study, participants classified everyday items (e.g., a comb) as "yours" or "mine" during encoding, leading to superior for self-owned items compared to those owned by others, with hit rates 10-15% higher in the condition. This effect persisted even when ownership was transiently imagined, mimicking the cognitive benefits of direct . More recent demonstrations extend the SRE to metamemory processes, where self-reference influences predictions of future recall accuracy. In a 2024 study, participants encoded word pairs under self-referential or semantic conditions and provided judgments of learning (JOLs). Self-referenced items showed higher actual recall than semantically encoded items, and the study found that beliefs about encoding types influenced JOLs, with higher JOLs for self-referential items when participants believed this encoding was superior. Variations of the SRE in visual domains include tasks using morphed self-faces, where participants identify faces blended between their own image and a stranger's. These studies demonstrate a recognition boost for faces containing self-features, reflecting enhanced perceptual sensitivity to self-relevant stimuli.

Real-World Instances

In everyday memory, individuals exhibit superior recall for personal events compared to neutral or generic facts, a manifestation of the self-reference effect where information tied to one's own experiences is encoded more deeply. For instance, people remember details about a birthday gift they received more vividly than a comparable item given to someone else, due to the activation of self-relevant schemas that organize and retrieve autobiographical information. This dominance of autobiographical memory underscores how self-referential processing naturally enhances retention in daily life, as supported by meta-analytic evidence showing consistent memory advantages for self-related content across various tasks. In consumer behavior, the self-reference effect influences effectiveness, particularly when product descriptions incorporate self-relational language that prompts consumers to connect the message to their own lives. A 2023 study examining generational responses to self-referential ads found that such language not only improves brand attitude but also boosts ad recall by fostering personal relevance, with younger consumers showing heightened engagement compared to older groups. This approach leverages the toward self-linked information, making promotional content more memorable in campaigns. Learning strategies that invoke the self-reference effect, such as linking historical dates to personal timelines, significantly improve retention by transforming abstract facts into self-relevant narratives. For example, associating the invention of the in 1990 with one's own birth year creates a mnemonic anchor that facilitates easier recall during study sessions. Research on self-referential encoding demonstrates that this technique enhances learning outcomes by integrating new information with existing self-knowledge structures, applicable across educational domains. Cultural practices like in traditions often rely on self-narratives to transmit across generations. In many Native American cultures, oral stories incorporate personal or familial elements to convey moral lessons, historical events, and survival skills, thereby strengthening collective recall through individualized connections. This method, integral to systems, supports social learning and imagination while ensuring cultural continuity.

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