Standard Parts in Solid Edge




Solid Edge delivers a free complement of standard parts that allows you to increase your design productivity. You can increase productivity even more by adding your own parts to the library, or you may purchase the Solid Edge Machinery Library, an extensive selection of additional parts.

Note

Contact your Solid Edge sales representative to order the Solid Edge Machinery Library. Specify part numbers SE321 for Node Locked, or SE322 for Floating. Solid Edge also offers a Piping Library. Specify part numbers SE323 for Node Locked, or SE324 for Floating.

Installing the Standard Parts Server

Before installing and configuring standard parts, you must install the Standard Parts Server from Autorun.exe. Beginning in version 18, Solid Edge, introduced this server functionality, which installs a pre-built database. Once installed, use the File Locations tab on the Options dialog box to set the path, and you are ready to install your standard parts.

Installing and Configuring Standard Parts

To install standard parts, run the Setup.exe program from the Cdrom\Standard Parts folder.

On the Custom Setup dialog box of the InstallShield Wizard, click the button next to Master Part Files and choose to install the standard parts. A default installation directory for Master Part Files is displayed in the Install To: field. To change the installation directory, highlight Master Part Files, click Change, and specify a new directory.

After installing Solid Edge, you can use the Solid Edge Standard Parts Configuration Wizard to display the Solid Edge Standard Parts Configuration Wizard dialog box. This dialog box allows you to configure the location for the Standard Parts folder, the Parts folder, and the Working folder. You can also configure the location and name of the standard parts database. After you make changes to the standard parts configuration, you can use the Save Settings button to save these changes.

When installing the free content with Autorun, Solid Edge automatically builds the database. You do not have to use the Database Administrator for this. You only need to set the folder path for the database in Solid Edge. If you want to add more content, such as a purchased library or your own parts, then use the Database Administrator.

Using Database Administrator to Manage the Standard Parts Database

The Database Administrator helps manage the parts in your standard parts database. It allows you to do such things as:

To access the Database Administrator, on the Start menu, point to All Programs, then point to Solid Edge 19, then point to Standard Parts, and then click Administrator.

Registering Parts in the Database with the Adding Parts Command

After loading Solid Edge, you must use Add Parts command in the Database Administrator to register standard parts in your database.

Note

If you are only working with the free content, you do not have to run the Database Administrator. It should be used when adding a purchased library or your own part.

To register parts in the database, on the Database Administrator dialog box, click the Add Parts button.

The Add Purchased Standard Parts dialog box appears and defaults to the folder that contains the standard parts delivered by Solid Edge.

The dialog box allows you to:

To register the parts, choose the appropriate method, and complete the information on the dialog boxes that are displayed.

Adding Your Own Personal Content to the Database
Note

If you are adding parts from purchased libraries (SE321, SE322, SE323, or SE324) you should use the Add from a Delivery Database option. This option allows you to selectively install parts.

You can add your own personal content from:

To add a new part file(s) to the database:

Step 1.

On the Database Administrator dialog box, click Add Parts.

Step 2.

On the Add Purchased Standard Parts dialog box, click the Add New Part File(s) option.

Step 3.

On the Add Purchased Standard Parts dialog box, click Next.

The next dialog box that is displayed allows you to select a method for creating your standard parts.

Step 4.

Click the appropriate method for adding the parts, and click Next.

Note

The following sections list the specific steps needed to add your parts, based on the method you selected. The steps up to this point are not repeated below. For more information on the dialog boxes, click the link associated with the dialog box.

To Add From a Family of Part Master
Step 1.

On the Step 2: Select Options for Family of Parts dialog box, click the Browse button to display the Family of Parts Master File dialog box.

Step 2.

On the Family of Parts Master File dialog box, select the master file and click Open.

Information about the family members is displayed on the Step 2: Select Options for Family of Parts dialog box.

Step 3.

On the Step 2: Select Options for Family of Parts dialog box, click the Next button.

Step 4.

On the Step 3: Select Features for Your Part dialog box, select the extra features you want to include for the parts.

For piping, you must specify the number of coordinate system pairs. For fastener systems, you must specify the fastener type for the part. This step is optional so you do not have to select any extra features.

Step 5.

On the Step 3: Select Features for Your Part dialog box, click the Next button.

Step 6.

On the Step 4: Select Category and Properties dialog box, specify a category. You can select an existing category from the database or create a new category. If you want to add the part to an existing category, follow step 7. If you want to add a new category for the part, skip step 6, and follow steps 8 — 10.

Step 7.

In the Category section of the dialog box, select a category.

Step 8.

In the Category section of the dialog box, select a category, and click the Add Node button.

A New Category field is added to the Category list.

Step 9.

In the New Category field, type a name for the new category, and hit <ENTER>.

Step 10.

In the Specification field, type a specification for the new category.

Step 11.

Use the Add Characteristic and Add Custom Property buttons to add the necessary characteristics and custom properties to the Properties area of the dialog box.

Step 12.

On the Step 4: Select Category and Properties dialog box, click the Next button.

Step 13.

On the Step 5: Enter the Values for Parts and Properties dialog box, enter information for the requested property values and click the Next button.

Step 14.

On the Step 6: Select the Visual Navigation Category dialog box, select a visual navigation category for easier selection of the standard parts and click the Next button. This step is optional.

Step 15.

On the Step 7: Write Part Information dialog box, click Finish to add the parts to the database..

To Add From an Active Microsoft Excel Worksheet
Step 1.

On the Step 2: Select Options for Import From Active Excel Worksheet dialog box, in the First Part Row field, enter the row in the worksheet that contains information for the first part.

Step 2.

in the Last Part Row field, enter the row in the worksheet that contains information for the last part.

Note

You can click the Import Property Names From the Row Above the First Row option if you wan to use the row for the names of part properties. This makes them easier to identify in the next steps.

Step 3.

On the Step 2: Select Options for Family of Parts dialog box, click the Next button.

Step 4.

On the Step 3: Select Features for Your Part dialog box, select the extra features you want to include for the parts.

For piping, you must specify the number of coordinate system pairs. For fastener systems, you must specify the fastener type for the part. This step is optional so you do not have to select any extra features.

Step 5.

On the Step 3: Select Features for Your Part dialog box, click the Next button.

Step 6.

On the Step 4: Select Category and Properties dialog box, specify a category. You can select an existing category from the database or create a new category. If you want to add the part to an existing category, follow step 7. If you want to add a new category for the part, skip step 6, and follow steps 8 — 10.

Step 7.

In the Category section of the dialog box, select a category.

Step 8.

In the Category section of the dialog box, select a category, and click the Add Node button.

A New Category field is added to the Category list.

Step 9.

In the New Category field, type a name for the new category, and hit <ENTER>.

Step 10.

In the Specification field, type a specification for the new category.

Step 11.

Use the Add Characteristic and Add Custom Property buttons to add the necessary characteristics and custom properties to the Properties area of the dialog box.

Step 12.

On the Step 4: Select Category and Properties dialog box, click the Next button.

Step 13.

On the Step 5: Enter the Values for Parts and Properties dialog box, enter information for the requested property values and click the Next button.

Step 14.

On the Step 6: Select the Visual Navigation Category dialog box, select a visual navigation category for easier selection of the standard parts and click the Next button. This step is optional.

Step 15.

On the Step 7: Write Part Information dialog box, click Finish to add the parts to the database..

To Add From Manual Data Entry
Step 1.

On the Step 2: Select User Parts to Add dialog box, select the files you want to add.

You can click the Add Path button to display a dialog box that allows you to load all parts from an folder and its subfolders. You can click the Add Files button to display a dialog box that allows you to select a single or multiple parts from a folder.

Step 2.

On the Step 2: Select User Parts to Add dialog box, click the Next button.

Step 3.

On the Step 3: Select Features for Your Part dialog box, select the extra features you want to include for the parts.

For piping, you must specify the number of coordinate system pairs. For fastener systems, you must specify the fastener type for the part. This step is optional so you do not have to select any extra features.

Step 4.

On the Step 3: Select Features for Your Part dialog box, click the Next button.

Step 5.

On the Step 4: Select Category and Properties dialog box, specify a category. You can select an existing category from the database or create a new category. If you want to add the part to an existing category, follow step 7. If you want to add a new category for the part, skip step 6, and follow steps 8 — 10.

Step 6.

In the Category section of the dialog box, select a category.

Step 7.

In the Category section of the dialog box, select a category, and click the Add Node button.

A New Category field is added to the Category list.

Step 8.

In the New Category field, type a name for the new category, and hit <ENTER>.

Step 9.

In the Specification field, type a specification for the new category.

Step 10.

Use the Add Characteristic and Add Custom Property buttons to add the necessary characteristics and custom properties to the Properties area of the dialog box.

Step 11.

On the Step 4: Select Category and Properties dialog box, click the Next button.

Step 12.

On the Step 5: Enter the Values for Parts and Properties dialog box, enter information for the requested property values and click the Next button.

Step 13.

On the Step 6: Select the Visual Navigation Category dialog box, select a visual navigation category for easier selection of the standard parts and click the Next button. This step is optional.

Step 14.

On the Step 7: Write Part Information dialog box, click Finish to add the parts to the database..

Adding Standard Parts From an Existing Single Part File

To add a standard part from a existing single part file:

Step 1.

On the Database Administrator dialog box, click Add Parts.

Step 2.

On the Add Purchased Standard Parts dialog box, click the Add From a Delivery Database option.

Step 3.

On the Add Purchased Standard Parts dialog box, click the Next button.

Step 4.

On the Add Part dialog box, click the button next to the Path field to display the Open dialog box.

Step 5.

On the Add Part dialog box, click the Next button.

Adding Standard Parts From Existing Multiple Part Files

To add a standard part from a existing multiple part files:

Step 1.

On the Database Administrator dialog box, click Add Parts.

Step 2.

On the Add Purchased Standard Parts dialog box, click the Add From Existing Multiple Part Files option.

Step 3.

On the Add Purchased Standard Parts dialog box, click the Next button.

Step 4.

On the Add Parts dialog box, click the Add Path button to display a dialog box that allows you to select the path containing the parts you want to add.

Step 5.

Select the appropriate path and click the OK button.

Step 6.

On the Add Parts dialog box, click the OK button.

Tip
  • Use the Document Types option to specify the type of parts to be added to the database.

  • Use the Include Sub-folders option to add all parts in the sub-folders contained in the path.

Adding Standard Parts From a Delivery Database
Note

This is the recommended method for adding content from purchased libraries.

When adding parts from a delivery database, Solid Edge uses a Smart Installer, which allows you to selectively install the parts from the database. The Smart Installer allows you to:

To add a standard part from a delivery database:

Step 1.

On the Database Administrator dialog box, click Add Parts.

Step 2.

On the Add Purchased Standard Parts dialog box, click the Add From a Delivery Database option.

Step 3.

On the Add Purchased Standard Parts dialog box, click the button next to the Delivery Database field to display the Open dialog box.

Step 4.

On the Open dialog box , select a database, and click the Open button.

Step 5.

On the Add Purchased Standard Parts dialog box, click the Next button.

Step 6.

On the Standard Parts — SmartInstaller dialog box, select the parts you want to install.

Step 7.

On the Standard Parts — SmartInstaller dialog box, do one following:

  • Click the Update button to update the installed parts.

  • Click the Add button to add new parts.

  • Click the Add and Update to add new parts and update existing parts.

Step 8.

On the Standard Parts — SmartInstaller dialog box, click the Install button.

Changing the Path of the Standard Parts

If the path of the folder containing the standard parts changes, you can use the Change Paths command to update the existing path to point to the new path.

To change the path:

Step 1.

On the Database menu, click Change Paths.

Step 2.

On the Change Paths dialog box, in the Old Path field, specify the old path. You can click the arrow next to the field to display a list of available paths.

Step 3.

In the New Path field, specify the new path for the standard parts. You can click the button to display the Browse for Folder dialog box to help locate the new path.

Step 4.

On the Change Paths dialog box, click OK.

Update Changes to the Database

The Update command allows you to update the contents of the database you have open. This is useful when you make changes to part paths outside of Database Administrator. For example you might use Windows Explorer to add parts to the standard parts folder. Since these changes were made outside of Database Administrator, you need to update the database to accept these changes. Updating does not remove records of parts registered in the database that were not found in the update folder path. You must manually delete them.

To update a database:

Step 1.

On the Database Administrator dialog box, click Update.

Step 2.

On the Update Database dialog box, select the folder path you want to update.

Step 3.

On the Update Database dialog box, click Update Selected.

Tip
  • You can click the Update All button to update all folder paths in the database.

Select a New Database

You can store standard parts in different databases. The Database Manager command allows you to specify the database you want to use for standard part operations.

To select a new database:

Step 1.

On the Database Administrator dialog box, click DB Manager.

Step 2.

On the Database Manager dialog box, click the New Database button.

Step 3.

On the Open dialog box, specify the database you want to open and click Open.

Step 4.

On the Database Manager dialog box, select the database you want to use and the working database.

Step 5.

Click Working Database.

Step 6.

Click OK.

Tip
  • You can click the Delete Database button to delete the selected database.

Generating Parts and Deleting Standard Part Categories

The standard parts database groups standard parts together into standard part categories based on properties for the part. For example, all ANSI metric washers would be in one category, while all DIN bolts would be in a separate category. The parts delivered in the libraries can be thought of as parametric Solid Edge parts that provide all of the data needed to generate a particular part of a selected size. Generated parts are stored in a folder structure based on their categorization in the Standard Parts folder. You can generate all parts from a category or delete existing standard part categories.

To generate parts in a category:

Step 1.

Right-click an existing category or part.

Step 2.

On the shortcut menu, click Generate Category.

To delete an existing category:

Step 1.

Right-click an existing category.

Step 2.

On the shortcut menu, click Delete Category.

Deleting Parts from a Database

You can delete standard parts from your database.

To delete parts from the database:

Step 1.

Right-click the part you want to delete.

Step 2.

To select multiple parts, hold down the CTL key and click the parts you want to delete.

Step 3.

Do one of the following:

  • Click Remove From Database to remove the part(s) from the database

  • Click the Remove From Database and Delete File to remove the part(s) from the database and delete them from disk.

Managing User Access to Property Display

You can control the properties that are displayed in the bookmarks and previews. You can also assign an alias to the property and specify whether or not a user can customize these settings.

To manage property display:

Step 1.

On the Options menu, click Aliases and Bookmarks.

Step 2.

On the Aliases, Properties for Bookmarks and Standard Parts Display dialog box, check the properties you want to display. You can use the Up and Down arrows to move the selected property through the list. The properties are displayed in the Standard Parts dialog box in the order you specify here.

Step 3.

If you want to assign an alias to a property, in the Alias column, click next to the property, and type an alias.

Step 4.

If you want to allow users to customize the display of bookmarks, click Allow User to Change Display of Bookmarks in Standard Parts.

Step 5.

If you want to allow users to customize the display of properties in the preview window, click Allow User to Change Display of Properties in Standard Parts.

Step 6.

Click Update.

Step 7.

Click OK.

Edit Part Properties

You can use the Part Editor dialog box to edit the properties of individual parts that you have generated. To access the Part Editor, in the Files field of the Database Administrator dialog box, right click a part and then click Edit Properties from the shortcut menu.

Manage the Priorities of Standard Parts

A priority displays the meaning and status of a part to the user. For example, the priority can show whether it is a preferred part, a special part, or a locked part. You can edit the priority to change its name and you can change the priority that has been assigned to a part.

To rename a priority:

Step 1.

On the Options menu, click Priorities.

Step 2.

On the Priorities dialog box, double-click the priority you want to rename.

Step 3.

Type the new name for the priority.

Step 4.

Click OK.

To change the priority for a part:

Step 1.

Right-click the part you want to change.

Step 2.

On the shortcut menu, point to Set Priority, and then click the new priority you want to set for the part.

The Priority Filter control on the Priorities dialog box allows to use the priorities to control which parts are displayed in the Standard Parts dialog box. When the filter is on, users can select from a list the maximum priority value to be displayed. For example, if a user selects Priority 3, all parts for Priorities 1, 2, and 3 are displayed.

Adding Standard Parts to an Assembly

You can use the Standard Parts command, located on the Parts Library tab in EdgeBar in the Assembly environment, to display the Standard Parts dialog box. The Standard Parts dialog box allows you to:

Previewing Information about Standard Parts

The Selecting Part area of the Standard Parts dialog box allows you to control the display of standard parts. You can select the Standard Parts tab to display information for all parts in the database or the Bookmarks tab to display a list of parts you have added to a bookmark.

The Selected Part area displays previews of the selected parts. If only one preview exists for a part, there will be one Preview tab. If more than one preview exists, there will be a separate tab for each preview.

Adding and Deleting Bookmarks

Bookmarks allow you to group commonly-used parts, making them easier to locate when placing them in an assembly.

To create a bookmark:

Step 1.

In the Standard Parts view, click the part you want to add to a bookmark.

Step 2.

On the Bookmarks menu, click Add Bookmark.

To delete a part from a bookmark:

Step 1.

In the Bookmarks view, click the part you want to delete from the bookmark.

Step 2.

On the Bookmarks menu, click Delete Bookmarks.

Placing Standard Parts in an Assembly

To place a standard part in an assembly:

Step 1.

Open an assembly in Solid Edge.

Step 2.

Activate Standard Parts.

Step 3.

On the Standard Parts dialog box, click the part you want to place in an assembly.

Step 4.

Click the Copy to Working Folder option if you want to copy the selected part to your working folder.

Step 5.

Click Place.

Replacing Parts in an Assembly

To replace a part in an assembly:

Step 1.

In the Assembly environment, highlight the part you want to replace.

Step 2.

Activate Standard Parts.

Step 3.

On the Standard Parts dialog box, click the new part.

Step 4.

Click Replace.

Opening Standard Parts in Solid Edge

You can open a standard part directly in Solid Edge.

To open a standard part in Solid Edge:

Step 1.

Click the part you want to open.

Step 2.

Click Open.

Copying Standard Parts to a Working Folder

When placing standard parts in an assembly you can select the Copy to Working Folder option on the Standard Parts dialog box to copy the standard parts to the working folder you specified on the Solid Edge Standard Parts Setup dialog box.

Standard Parts and Insight Installation

Solid Edge allows you to use standard parts with Insight. To do this, there are a few Insight (server/client) installation requirements that must be met. The minimum supported role at Share Point is “Contributor” for all users. The Solid Edge Standard Parts system has many limitations for Insight localization that are derived from Share Point and Insight limitations and rules. These limitations are grouped in two categories:

Global Limitations
Workstation Limitations

Solid Edge V19 allows to use Insight in two modes:

All on Insight
Generated Parts and Working Folder on Insight
Standard Parts Administration Installation (All on Insight mode)
Step 1.

Install Solid Edge on all workstations.

Step 2.

Install Standard Parts on the workstation you want to use for remote standard parts administration . When asked for the location, change the destination folder to some UNC location that is accessible from this workstation, such as \\Server\Public\SEStdParts.

Step 3.

Complete the installation.

Step 4.

If needed, install the Standard Parts full version of libraries.

Step 5.

Create a target SharePoint document library. Do not forget to Add Insight Mandatory properties from Insight Server at this document library.

Step 6.

Add a Network Place on your workstation pointing to the Share Point URL. This step is necessary for accessibility in some standard dialogs not customized for working with URLs.

Step 7.

Launch the Standard Parts Configuration Wizard.

  • In the Step 1 field of the Standard Parts Configuration Wizard, browse to a network place used for the top level of the Standard Parts folder.

  • Click on Set Path. The default folder structure will be displayed.

  • In the Step 2 field, browse to the database file created during installation or create a new database at some desirable network location that is accessible for all users.

  • Click on Save. The Solid Edge Standard Parts directory structure has been created at the Share Point location.

Step 8.

Add the Document Library location to the Searchscope.txt file, typically located in the $:\Program Files\Solid Edge V19\Program folder.

Step 9.

Launch Insight Connect (View and Markup) and add all subfolders of the Standard Parts folder from a pre-prepared URL installation to the location of the Standard Parts library. This action can take several minutes, depending on the file size and number of files that you are attempting to upload.

Step 10.

Launch DataBase Administrator to add your parts into database.

Standard Parts Administration Installation (Generated Parts and Working Folder on Insight mode)
Step 1.

Install Solid Edge on all workstations.

Step 2.

Install Standard Parts on the workstation you want to use for remote Standard Parts administration . When asked for the location, change the destination folder to some UNC location that is accessible from this workstation.

Step 3.

Complete the installation.

Step 4.

If needed, install the Standard Parts full version of libraries.

Step 5.

Create a target SharePoint document library. Do not forget to Add Insight Mandatory properties from Insight Server at this document library.

Step 6.

Add a Network Place on your workstation pointing to the Share Point URL. This step is necessary for accessibility in some standard dialogs not customized for working with URLs.

Step 7.

Launch the Standard Parts Configuration Wizard.

  • Select the Store Parts in Insight option.

  • Set an Insight location for generated parts.

  • Set an Insight working folder location.

  • Click on Save.

Step 8.

Add the Document Library location to the Searchscope.txt file, typically located in the $:\Program Files\Solid Edge V19\Program folder.

Step 9.

Launch DataBase Administrator to add your parts into database.

Standard Parts Workstation Installation (All on Insight Mode)
Step 1.

Once the administrative workstation has been set up, use the File Locations tab on the Options dialog box to set the Standard Parts SAC file location to the appropriate Share Point URL.

Step 2.

If you are using a different Searchscope.txt than the administrative workstation, add the target document library to this file

Step 3.

Configure the Share Point and Insight local settings as described in the Standard Parts Administration Installation section above.

Standard Parts Workstation Installation (Generated Parts and Working Folder on Insight Mode)
Step 1.

Once the administrative workstation has been set up, use the File Locations tab on the Options dialog box to set the Standard Parts SAC file location to the appropriate Share Point URL. The SAC file must be located in the UNC path which has been set during the Standard Parts administration installation.

Step 2.

Add the location of the document library containing the folder for generated parts and working folder in the Searchscope.txt file.

Storing Standard Parts in Insight

You can specify a SharePoint URL for the standard parts folder so that your master parts and generated parts are stored in Insight. SharePoint does not allow you to create folders or files that contain the following characters:

/ \ * ? " < > | # { } % & ~ tab or multiple periods

You can use Solid Edge Administrator to specify the location of the Standard Parts SAC file. You can store the SAC file in a SharePoint document library.

Adding standard part to Insight

To add a standard part to Insight:

Step 1.

Install Standard Parts to a local drive or network drive.

Step 2.

Use the Standard Parts Configuration Wizard to specify the Insight location for the parts folder, working folder, and the network location for the database.

Step 3.

In Insight Connect, use the Add to Library command to add the standard parts folder (parent parts and preview).

Step 4.

In Insight Connect, use the Add to Library command to upload the working folder. If the working folder is empty, it will not get created in the Insight location and must be created manually

Step 5.

In Standard Parts Administrator, use the Add Parts command to populate the database.

Step 6.

In Insight Connect, use the File Locations tab on the Options dialog box to specify the of the SMAPINIFile.sac file.

Standard Parts Administration Installation (Teamcenter)
Step 1.

Install Teamcenter Express Client, Solid Edge and Solid Edge Embedded Client on all workstations.

Step 2.

Install Standard Parts on the workstation you want to use for remote Standard Parts administration . When asked for the location, change the destination folder to some UNC location that is accessible from this workstation.

Step 3.

Complete the installation.

Step 4.

If needed, install the Standard Parts full version of libraries.

Step 5.

Launch the Standard Parts Configuration Wizard.

  • Select the Store Parts in Teamcenter option.

  • Click on Save.

Step 6.

Launch DataBase Administrator to add your parts into database.

Standard Parts Workstation Installation (Teamcenter)
Step 1.

Once the administrative workstation has been set up, use the File Locations tab on the Options dialog box to set the Standard Parts SAC file location to the appropriate Share Point URL. The SAC file must be located in the UNC path which has been set during the Standard Parts administration installation.

Standard Parts Folder Properties

When working with standard parts, make sure that the Inherit Parent Permissions option is not set for the Standard Parts top-level folder.

To update your standard parts folder, do the following:
Step 1.

Click the right mouse button on the top folder (Solid Edge Standard Parts).

Step 2.

On the short-cut menu, click Properties.

Step 3.

On the Properties dialog box, select the Security tab.

Step 4.

On the dialog box, click the Advanced.

Step 5.

On the Advanced Security Settings dialog, clear the Inherit From Parent the Permission Entries That Apply to Child Objects. Include These Entries Explicitly Defined Here option.

Step 6.

On the Advanced Security Setting dialog, set the permissions as you need and then click the Replace Permission Entries on All Child Objects With Entries Shown Here That Apply to Child Objects. option and click OK. Another Security dialog will display while the folder permissions are updated.  Allow this to complete.

Step 7.

On the folder Properties dialog, click OK.

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