Acta Theriol (2014) 59:317–324 DOI 10.1007/s13364-013-0161-x ORIGINAL PAPER Habitat preferences in gray marmots (Marmota baibacina) Věra Pavelková Řičánková & Jan Riegert & Eva Semančíková & Martin Hais & Alžběta Čejková & Karel Prach Received: 2 March 2013 / Accepted: 30 July 2013 / Published online: 14 August 2013 # Mammal Research Institute, Polish Academy of Sciences, Białowieża, Poland 2013 Abstract We examined habitat preferences of the Southern Altai subspecies of gray marmots (Marmota baibacina baibacina) both at the small and large scale. Considerable differences in habitat use among the gray marmot (sub)species complex have been described; Marmota kastschenkoi possibly represents the only forest-dwelling Palearctic marmot. Our results show that habitat use in Southern Altai marmots is determined mainly by vegetation type. The Altai marmots preferred grasslands and shrublands and their distribution was limited to the alpine zone above timberline. Marmots clearly avoided woodlands, even the forest edges and forest-steppe areas with a tree cover greater than 10 %. Gray marmots occur rarely in habitats occupied by alpine pikas, whereas presence of ground squirrels had no effect on marmot distribution. Altai marmots preferred mesic habitats with permeable subsoil layers. Livestock grazing and human disturbance did not affect marmot occurrence. Habitat requirements of examined Altai subspecies M. baibacina baibacina differ from the forest-steppe M. kastschenkoi; nevertheless, the ecological factors to which the forest-dwelling species responds remain to be analyzed. A recent speciation process in gray marmot complex was followed by the evolution of ecological requirements resulting in adaptation to forest dwelling. Keywords Forest-steppe marmots . Ground squirrels . Habitat preferences . Marmota baibacina . Pikas Communicated by: Andrzej Zalewski V. P. Řičánková (*) : J. Riegert : E. Semančíková : M. Hais : A. Čejková : K. Prach Faculty of Sciences, University of South Bohemia, Branisovska 31, 370-05 Ceske Budejovice, Czech Republic e-mail: [email protected] Introduction Habitat use of the burrowing herbivores is usually determined by vegetation and soil characteristics. Relative importance of the vegetation structure and soil type in species habitat choice depends on the scale and varies temporally (e.g., Hoogland 1996; Kinlaw 1999; Wang et al. 2003; Lombardi et al. 2007). Determining the relationship between the species occurrence and environmental features is crucial for understanding differences in distributions of closely related species. The gray marmot (Marmota baibacina Kastschenko 1899) is considered to occupy the broadest range of habitats among species of Palearctic marmots (Bibikov 2004). Gray marmots are found in alpine steppes and meadows of the Altai and TienShan Mountains, in dry steppes of the central Kazakhstan hills, as well as in woodlands of Southern Siberia (Galkina 1970). The species inhabits all altitudinal belts from 150 to 3,500 m above sea level (asl; Galkina 1970). The range of gray marmots was significantly reduced following the Holocene (Gromov and Erbayeva 1995). Climatic changes and subsequent habitat fragmentation resulted in diversification into the three main subspecies of gray marmots, the Altai (M. baibacina baibacina), Tien-Shan (Marmota baibacina centralis), and forest-steppe marmots (Marmota baibacina kastschenkoi) (Yudin et al. 1979; Gromov and Erbayeva 1995). Forest-steppe marmots (M. baibacina kastschenkoi) are now recognized as a distinct species M. kastschenkoi Stroganov et Judin 1956 (Brandler and Lyapunova 2009; Steppan et al. 2011). The gray marmot complex thus consists of the two subspecies of M. baibacina and recently derived M. kastschenkoi. Palearctic marmots are associated with grasslands, except for M. kastschenkoi which is believed to be the only forestdwelling species (Brandler 2003a; Bibikov 2004). This adaptation may have evolved as a response to changes in the Holocene landscape, when the cold-steppe was replaced by forest-steppe vegetation (Brandler 2003a). M. kastschenkoi 318 now occupies steppes as well as broad-leaved and pine forests of the South Siberian lowland (Galkina 1970; Yudin et al. 1979; Brandler 2003b; Taranenko 2011). Nevertheless, the Tien-Shan marmot (M. baibacina centralis) colonies are frequently found in the zone of spruce forest (Ismagilov 1956). Habitat use of M. baibacina baibacina has been predominantly examined in the forestless Mongolian Altai, where the subspecies inhabits steppes and meadows on mountain slopes and foothills (Rogovin 1992; Brandler et al. 2010b). Habitat preferences of the Altai subspecies (M. baibacina baibacina) thus remain unclear with respect to possible forest dwelling. Generally, marmot habitat preferences appear to be evolutionary conservative, closely related species tend to occupy similar environments (Davis 2005). Much of the marmot intraspecific variation is phenotypic, which may be the optimal solution to living in a variable environment (Armitage 2005). Yellow-bellied marmots (Marmota flaviventris) occupy various habitats from semideserts at low elevations through woodland and forest openings to the alpine zone (Frase and Hoffmann 1980). The common feature of these different habitats is the presence of rocks sufficiently large to provide shelter (Svendsen 1976). In the contact zone with the tarbagan (Marmota sibirica), M. baibacina baibacina are associated with rock outcrops with bouldery screes (Rogovin 1992; Brandler et al. 2010b). Many factors were proposed to limit gray marmot distribution: presence of meadow and steppe vegetation, topographic relief, permafrost and soil layer depth, or spatially extensive view sheds (Galkina 1970). Southern Altai marmots (M. baibacina baibacina) represent the population of from which forest-steppe marmots (M. kastschenkoi) have evolved during the last 20–12,000 years (Grosval'd and Kotlyakov 1989; Brandler 2003a, c; Brandler et al. 2010a). By examining the key factors that influence habitat use of M. baibacina baibacina in Southern Altai, we attempt to reveal possible origin of forest dwelling in gray marmot complex. We suppose that forest dwelling could be the outcome of habitat flexibility of gray marmots. Occurrence of gray marmots could be limited by other ecological factor(s) than vegetation and observed differences could result from the ability to use both forest and steppe habitats according to their availability. Altai marmots thus would not display preferences for either vegetation type. Alternatively, gray marmots could be limited by vegetation type. Affinity to the forest habitat observed in M. kastschenkoi could be a result of the general preferences for woodlands common in the gray marmot complex. In such case, Altai marmots would display preferences for woodland habitat. Forest avoidance in the Altai marmots would indicate a major shift in ecological requirements in forest-dwelling M. kastschenkoi. Acta Theriol (2014) 59:317–324 Methods Study area The study area is situated in the Altai Mountains in the Russian Federation on the territory of the Altai Republic along the borders of Kazakhstan, China, and Mongolia. The area is between latitudes 49°10′ and 49°55′ N and longitudes 86°50′ and 88°30′ E (coordinate system WGS 84). The region of study is delimited by the Southern Chuya Range in the north, the Tarkhata mountain pass in the east, the Ukok Quiet Zone and the Tabon Bogdo Ula Mountain in the south, and by the Koksu and Argut River valleys in the west (Fig. 1). Research was conducted during the summers (July and August) of 2003 through 2005. The region represents a complete sequence of altitudinal vegetation zones, including semi-desert, steppe, forest-steppe, taiga, sub-alpine, and alpine-tundra, although steppe patches occur as high as the sub-alpine belt. The eastern part of the area lacks the typical altitudinal pattern of vegetation belts. Elevations range from 1,200 to 4,120 m asl. The forest line is at about 2,200 m asl. The area is characterized by grasslands (cover 47 % of the study area), tall grass and forbs stands (13 %), woodlands (mostly larch taiga; 11 %), and shrubs (mostly Betula rotundifolia; 10 %). The region's climate is strongly continental. The average July temperature in the Ukok Plateau (2,300–2,500 m asl) is 9.4 °C, whereas the average January temperature is −27 °C (Kharlamova 2004). Most of the area is underlain by perennial permafrost; the active thaw layer is usually 30–70 cm thick (Chlachula 2001). As with the annual temperatures, rates of precipitation vary greatly according to the particular topographic setting. Most of the precipitation falls on the western and northwestern slopes (400–500 mm per year). The eastern part of the study area is semi-arid, with a precipitation approximately 200 mm per year (Kharlamova 2004). Traditional extensive livestock raising is the major land use. Data collection A total of 92 transects were established where terrain topography made it possible at random order. Each transect was approximately 1 km long. Position of transects to the slope varied; most of them were established along the elevation gradient. Along each transect, six square 50×50 m plots were established at 200-m intervals (following Allainé 1994). Intervals between plots were measured from the center of the plots. During the 3 years of the study, environmental conditions did not vary substantially. Different places were sampled each year. The data collection on transects was carried out by a single person (first author). Each plot was thoroughly checked Acta Theriol (2014) 59:317–324 319 Fig. 1 Location map of the study area in the Southern Altai Mountains, Altai Republic, Russia. Black circles transects with gray marmots Marmota baibacina, open circles transects without marmots for the presence of marmot burrows. Sites occupied by marmots were not previously known. Active burrows were differentiated from old and inactive ones by the presence of fresh soil deposits, feces, and runways (Ricankova et al. 2006). Only active marmot burrow systems were considered unequivocal detections in the analysis. The ecological parameters estimated in each plot were assigned to five groups: (1) environment, (2) management, (3) vegetation, (4) geology, and (5) other burrowing mammalian herbivores. Environmental features measured at the small scale included elevation, slope, and orientation (i.e., aspect) as described in Table 1. At the large scale, we estimated climate parameters, elevation, and terrain ruggedness (Table 1). The mean annual temperature and precipitation within the transects were obtained from WORLDCLIM (Hijmans et al. 2004). This database is a set of global climate layers with a spatial resolution of 1 km2. Human disturbance sampled at the small scale covers both direct anthropogenic disturbance and impact of livestock grazing. We recognized three categories of human disturbance— high, medium, and low. Human disturbance was considered high when the plot contained evidence of intensive human activity (i.e., presence of tracks, yurt or chalet(s), and signs of grazing by domestic livestock), medium when the plot contained only signs of grazing (without tracks, yurt, or chalet(s)), and low when there was no evidence of human activity or livestock grazing. Land use category, used at the large scale, describes the seasonality of pastureland use by domestic livestock (i.e., sheep, goats, cattle, horses, camels, and yaks). Small-scale vegetation parameters include plant cover, height of herbs and shrubs, and vegetation units (Table 1). We defined plant cover as the proportion of the plot covered by herbs and grasses, shrubs, trees, or by any combination of these life forms. Coverage of the different life forms is independent of each other and together may constitute more than 100 %. The average height of herbaceous and shrub cover was divided into three categories reflecting the height of the gray marmot (ca. 50 cm; Ismagilov 1956). Vegetation units (Table 1) were delimited using the prevailing growth forms and habitat preference of plant species (Mueller-Dombois and Ellenberg 1974). We recognized woodland, shrubland, tall grass, and grassland units. Grassland category includes short-grass steppes, short-grass alpine meadows, and nonwoody vegetation of slope debris and screes. At the large scale, grasslands were divided to alpine grasslands above the timberline (~2,000 m asl) and grasslands bellow the timberline. Tall grass vegetation category includes tall forb and secondary meadows and vegetation of treeless wetlands. Woodlands consist of larch taiga and broadleaved vegetation of alluvial woodlands. Shrubs category includes mostly B. rotundifolia, Potentilla fruticosa, and Caragana sp. Largescale vegetation units (Table 1) were estimated using land cover classification from Landsat satellite ETM+ data acquired in 2000 (two scenes, 144/26 and 144/25). Resulting classification was calibrated using our field knowledge of the area. Geology variables used at the small scale describe soil type, subsoil layers, and the relative surface humidity of the plot (Table 1; for details, see Ricankova et al. 2006). Soil 320 Table 1 Explanatory variables used to characterize habitat of Marmota baibacina in Southern Altai Mountains. The details of small- and large-scale are described in text Acta Theriol (2014) 59:317–324 Variable Environment Elevation Terrain ruggedness Slope Orientation to cardinal points Mean annual temperature Mean annual precipitation Management Human disturbance Land use Vegetation Herb cover Bush cover Tree cover Vegetation units Height of herbs Height of bush Geology Soil Subsoil layers Relative surface humidity Other species Spermophilus undulatus Ochotona alpina Steppe pikas Description Small scale Large scale Elevation (in meters above sea level) (limits, 1,231–3,084) Categorical variable: (1) low, slope<10° without vertical structures; (2) medium, slope>10° without vertical structures; (3) high, slope>10° with vertical structures Average slope (in degrees; limits, 0–45) Categorical variable: (1) N, (2) NW, (3) NE, (4) S, (5) SW, (6) SE, (7) W, (8) E Mean annual temperature (in degree Celsius; limits, −8 °C to +0.1 °C) Mean annual precipitation (in millimeters; limits, 185–480) X X X Categorical variable: (1) low, (2) medium, (3) high Categorical variable: (0) no grazing, (1) winter grazing, (2) summer grazing, (3) year-round grazing X Areal percentage cover of herbs (nonwoody vegetation; limits, 2–100 %) Areal percentage cover of shrubs (woody vegetation <2 m in height; limits, 0–90 %) Areal percentage cover of trees (woody vegetation, >2 m tall; limits, 0–80 %) Small scale: (1) woodland, (2) shrubland, (3) tall grass vegetation, (4) grassland Large scale: (1) woodland, (2) shrubland, (3) tall grass vegetation, (4) grassland (bellow timberline), (5) alpine grassland (above timberline) Average height of nonwoody vegetation. Categorical variable: (0) <10 cm, (1) 10–50 cm, (3) >50 cm Average height of woody vegetation <2 m in height. Categorical variable: (0) absent, (1) <50 cm, (2) >50 cm X X X X X X X X X X X X Categorical variable: (1) Brunisol, (2) Luvisol, (3) Regosol Categorical variable: (1) Impermeable subsoil layers, (2) permeable subsoil layers Categorical variable: (1) arid, (2) mesic, (3) humid X X Presence or absence of active burrows of S. undulatus within the plot Presence or absence of any evidence of O. alpina within the plot X Presence or absence of any evidence of Ochotona daurica and/or O. pallasi burrows within the plot characteristics were described according to the Expert Committee on Soil Survey (1987). The presence of long-tailed ground squirrels (Spermophilus undulatus Pallas 1778), alpine pikas (Ochotona alpina Pallas 1773), and steppe pikas (Ochotona pallasi Gray 1867 and Ochotona daurica Pallas 1776) in each plot was recorded to estimate the possible influence of interspecific competition on habitat use of marmots. The presence of the other burrowing herbivores was used for both small and large scale. Populations of steppe pikas had been extirpated within our study areas a few X X X X X X years before the start of our research and re-established 3 years after the end of field research. We included the presence of the pika burrows in our dataset because of the possibility of past competition between pikas and marmots. Data analysis To avoid autocorrelations of vegetation cover data, we computed principal component analysis (CANOCO for Acta Theriol (2014) 59:317–324 Table 2 Factors affecting large and small scale occurrence of gray marmots in the Southern Altai Mountains (GLM analysis, forward selection, small scale: n=554 plots, covariate=transect; large scale: n=92 transects) M marmot occurrence, V vegetation units, AP alpine pika, SP steppe pika, T tree cover, H surface humidity, Her height of herbs, SL subsoil layers 321 Scale Model Small scale Null (M~+1, transect~ random effect) M~V Large scale d.f. Chi P F 2 M~V+AP M~V+AP+T M~V+AP+T+H M~V+AP+T+H+Her M~V+AP+T+H+Her+SL Null (marm~+1) M~V M~V+SP Windows software; Braak and Šmilauer 1998, visualized in CANODRAW; Šmilauer 1992) for both small- and large-scale data to uncover possible relationships among tested factors (Table 1). Categorical variables were implemented as supplementary variables. Percent of explained variability 5 7.3 33.835 <0.00001 6 7 9 11 12 1 5 6 4.4 2.6 4.1 4.3 2.0 20.541 11.881 19.382 20.124 9.151 <0.00001 0.00057 <0.00001 <0.00001 0.00249 33.9 4.0 <0.000001 <0.05 10.773 5.103 On small scale, we found that bush cover and tree cover were correlated. Bush cover variable was therefore removed from further analyses. We selected tree cover because we wanted to examine its possible ecological importance for marmots. On large scale, the land use was correlated with Fig. 2 Percentages of habitat categories of gray marmots Marmota baibacina in the Southern Altai Mountains. White bars percentage of habitat categories, black bars percentage of each habitat category used by marmots 322 elevation. Therefore, we excluded land use from further largescale analyses. We analyzed the preferences of gray marmots using R software (R Development Core Team 2008). Small-scale data were computed with linear mixed effect model with random effects under formula: model <−lmer (marmot occurrence~+factors+(1|transect)+(1|year), family=binomial, data=file name), where transect and year were defined as random effect. The factor transect was used to avert the occurrence of spatial autocorrelation. Forward selection was performed manually by repeated comparing the null (or last) model with other possible models using ANOVA function and Akaike's An Information Criterion (AIC). This enabled us to define the best final model. Large-scale data were computed by generalized linear models (GLM) with logit–link function under formula: model <−glm (marmot occurrence~+factors, family=binomial, data=file name), using factor year as a covariate. Forward selection was computed using step function with AIC. Both the models were finished when no other variables were recommended by AIC. Therefore, we show only factors with significant effect on marmot occurrence. Factors used for each analysis are shown in Table 1. Elevation data used for the large-scale analysis represent the mean value of the different plots of each transect (Table 1). We plotted the used/available percentage within each habitat category on the small scale for the purpose of data visualization. These percentages were computed as the number of plots where marmots occurred divided by the total number of plots with this type of habitat. The ratio was converted to percentages. The relationships between the proportions of category use and category availability were expressed by Manly's standardized selection ratio Bi with 95 % confidence intervals (Manly et al. 2002). Results Evidence of marmot habitation was detected in 42 (45.6 %) of the 92 transects and in 111 (20 %) of the 554 plots investigated. Nine abandoned burrow systems were not included in our analyses. At small scale, vegetation type explained most of the variability of marmot occurrence (Table 2). Marmots preferred grasslands (Bi =0.6091; 95 % CI, 0.3758–0.8424). Lower preferential coefficient was found also for shrubs (Bi =0.1690; 95 % CI, 0.0459–0.2921) and they clearly avoided woodlands (Fig. 2a). Marmots also preferred sites where alpine pika was absent (Fig. 2b; Bi = 0.8330; 95 % CI, 0.6403–0.1026). Simultaneously, marmots were present almost exclusively on sites with tree cover up to 10 % (Fig. 3c; Bi =1.0000; 95 % CI, 1.000–1.0000), permeable subsoil layers (Fig. 2d; Bi =0.9894; 95 % CI, 0.9748–1.0039), and mesic humidity (Fig. 2e; Bi =0.7190; 95 % CI, 0.4904–0.9476). Finally, the marmots Acta Theriol (2014) 59:317–324 Fig. 3 The projection scores of the significant large-scale data variables of gray marmot habitat use. Principal component analysis, I and II canonical axes explain 91.4 % of variability. Black circles vegetation categories, triangles presence (plus sign) or absence (minus sign) of gray marmots and steppe pikas preferred height of herbs between 10 and 50 cm (Fig. 2f; Bi =0.7190; 95 % CI, 0.4904–0.9476). None of the other environmental factors influenced marmot habitat use. On large scale, marmot distribution was significantly affected by the vegetation category of the transect (Table 2). Marmots preferred alpine grassland (Bi =0.5576; 95 % CI, 0.7738–0.34145) and shrub vegetation (Bi =0.4424; 95 % CI, 0.6587–0.2262). Marmots did not occur in woodland, tall grass vegetation, and grassland below the timberline (Fig. 3). Occurrence of steppe pikas was also significantly linked to that of marmots (Table 2). Pikas invariably shared their habitat with marmots, but the number of recorded transects with steppe pika burrows was very small (n=6 transects of 42 total transects occupied by marmots; Bi =0.7049; 95 % CI, 0.4167– 0.9932). Both marmots and steppe pikas were absent from 50 transects. Occurrence of the long-tailed ground squirrels or alpine pikas did not affect marmot habitat utilization. Terrain ruggedness, mean annual temperatures, mean annual precipitation, altitude, and presence of other burrowing herbivores did not influence marmot habitat use. Discussion Our results show that the habitat use of gray marmot in Southern Altai is influenced mainly by vegetation type. The Altai marmots prefer grasslands and shrublands of the alpine Acta Theriol (2014) 59:317–324 zone, avoid forests and tall grass vegetation, and their distribution is limited to the alpine zone above timberline. Altai marmots clearly avoided coniferous taiga forests and the broadleaved vegetation of alluvial woodlands as well. They even avoided the forest edges and forest-steppe areas with a tree cover greater than 10 %. Similar preferences were found in the Alpine marmot (Allainé 1994; Lopez et al. 2010). M. marmota is found in nearly all types of vegetation above the timberline. The complexity of vegetation is very important for the Alpine (Müller 1992) and Altai marmots (Galkina 1970) favoring mosaics of meadow-steppe vegetation found particularly on the Ukok Plateau. Habitat requirements of the other (sub)species of gray marmot complex seem to differ from the examined population from Southern Altai Mts. M. kastschenkoi occupies coniferous and broadleaved forests, tolerating high vegetation cover and spatially limited view sheds (Yudin et al. 1979). Galkina (1970) documented a marmot settlement in a pine forest with dense shrubs and herbaceous vegetation reaching a height of 2 m. Nevertheless, key ecological factors to which M. kastschenkoi responds remain to be analyzed. In contrast to the examined population of M. baibacina baibacina, the Tien-Shan subspecies (M. baibacina centralis) occurs also in a spruce forest zone (Ismagilov 1956). However, it is not known whether M. baibacina centralis truly occupies forests or are restricted to grassland patches in the forest zone. The differences in the use of steppe or forest habitat probably result from different evolutionary history of the (sub)species and consequent specialization to different habitats. The recent origin of the forest dwelling in gray marmot complex is rather unexpected because of the trend of related marmot species to occupy similar environments (Davis 2005). Moreover, the sister species of the gray marmot is Marmota bobac, a species associated exclusively with a steppe habitat (Steppan et al. 2011; Bibikov 2004). The examined population of the gray marmot complex display habitat requirements characteristic for a mountain steppe species. Besides their general preference for grasslands, Altai marmots seem to prefer similar habitat as steppe pikas (mostly O. daurica; Tupikova 1989) on the large scale. Abandoned burrows of steppe pikas were found solely on the Ukok Plateau, an area occupied by the largest marmot population. Unfortunately, the number of recorded transects with steppe pikas was too low to allow any further conclusions. On the other hand, Altai marmots occur rarely in habitats occupied by alpine pikas (O. alpina). The alpine pikas are found mostly in the talus and less in taiga forests (Tupikova 1989); both these habitats were not favored by gray marmots. Gray marmots seemed to be constrained in their habitat choice by soil humidity, a permeability of subsoil layers reflecting soil insulation quality, permafrost depth, and possibly 323 also the concentration of respiratory gasses in burrows. Better drainage and reduced humidity are expected to increase soil aeration preventing the formation of permafrost, decreasing CO2 concentration in the burrow atmosphere, and may also increase the insulation quality of the hibernacula (Burda et al. 2007). Similarly, Marmota monax burrow occurrence is closely associated with a specific “sandy loam” soil and a Marmota himalayana settlement was found exclusively in a deep layer of light soil (Moss 1940; Nikol'skii and Ulak 2006). Our results show that vegetation is the most important factor determining gray marmot habitat use despite the pronounced differences in the vegetation categories occupied by the other (sub)species. Recent speciation process in gray marmot complex was probably followed by the evolution of ecological requirements, resulting in adaptation to forest dwelling. Further research of habitat requirements in M. baibacina centralis and M. kastschenkoi would help to clarify the observed pattern. Acknowledgments We are grateful to Yurii V. Antaradonov, Prof. Yurii V. Tabakaev, and Dr. Albert Kamenov for granting permission to work in a frontier zone and for logistic support. We thank all expedition participants for their help with transect recording, guides for assistance, and our horses for their exceptional patience and endurance. Thanks to Jiri Chlachula for the estimation of geological parameters and organization of expeditions. Oleg Brandler kindly provided fundamental literature and Zdenek Fric created the location map. We thank Radim Sumbera, Erik Beever, Jan Zrzavy, Petr Smilauer, and anonymous referees for helpful suggestions to the earlier versions of the manuscript. This research was supported by the Czech Ministry of Education (MSM 6007665801, MSTV Podpora 2003), the Czech Literary Foundation and Czech Science Foundation #P504/11/0454. References Allainé D (1994) Habitat preferences of alpine marmots, Marmota marmota. Can J Zool 72:2193–2198 Armitage KB (2005) Intraspecific variation in marmots. In: SánchezCordero V, Medellin RA (eds) En Contribuciones Mastozoológicas en Homenaje a Bernardo Villa. 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