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A, B
Figure 33–1
Preoperative standing anteroposterior (AP) (A) and lateral (B) x-rays of the spine.
160
Figure 33–2
Intraoperative radiograph with guide pins.
SECTION II THE THORACIC SPINE
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Decortication performed at presumed pedicle entry point
Junction of transverse process and lamina
Decorticated site
Pin
Pedicle entry
point
A
C
Drill
Screw
Figure 33–3
(A) Decortication is performed at the presumed pedicle entry points. In the thoracic spine, it is located at the junction of the superior margin of the transverse process and the lamina. (B) Guide pins are inserted at the presumed entry site. They are inserted shallowly, just enough to hold in the exposed cancellous bone. (C) Deep drilling is per­formed. For maximum holding power, the diameter of the drill should be equal to that of the minor diameter of the screw inserted. (D) Screw is inserted gently into the pre-
pared hole.
B
D
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33 POSTERIOR SCOLIOSIS CORRECTION: PEDICLE SCREWS
161
6 mm
22°
A
3 mm
22°
22°
C
B
D
Figure 33–4
(A) On the concave side of the lowermost vertebra, the ideal entry point is 6 mm inferior and 3 mm lateral to the guide pin. (B) The ideal direction is 22 degrees more caudal than the guide pin. (C,D) The pedicle is entered through the determined entry point following the direction determined.
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SECTION II THE THORACIC SPINE
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A
B
C
Figure 33–5
(A) A rod contoured to the normal sagittal contour of the instrumented segment is inserted to the concave side. (B) The rod is derotated 90 degrees with clamp. (C) After
locking the concave rod in the corrected position, the convex rod is inserted in situ and locked. Then the two rods are connected by transverse links.
A, B
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Figure 33–6
Postoperative AP (A) and lateral (B) x-rays showing correction of the
deformity and restored spinal balance.
33 POSTERIOR SCOLIOSIS CORRECTION: PEDICLE SCREWS
163
tion. Screws are inserted on every segment on the correction sides and every second or third on the support sides.
Correction side (concave in thoracic, convex in lumbar) rod insertion: Following the insertion of the screws on both the concave and the convex sides, a rod contoured to have a slight exaggeration of the normal sagittal contour of the instrumented segment is inserted into the correction side (Fig. 33–5A). Insertion of the rod may be difficult when there is large dis­crepancy between the contour of the vertebral column and the rod. This may be facilitated by using rod introducers or sequentially closing the screw caps while rotating the rod to fit the contour of the vertebral column. For long curves that span both the thoracic and the lumbar region, either a long rod spanning the entire correction side or shorter rods spanning each of the curves may be used. For a double thoracic curve, separate correction of each curve is carried out with short rods on the respective concave sides.
When the plan is to perform separate correction of individual structural
curves, remove a pedicle screw at the junction of the rods to make room for
rod connectors. Following the rod insertion, the eye bolts are inserted
loosely over the screws.
Rod derotation: Using clamps or rod holders, the correction rod is ro­tated 90 degrees to transform the scoliosis into a kyphosis and/or a lordosis depending on the region instrumented to restore the sagittal profile and locked in corrected position (Fig. 33–5B). Correction of the deformity is performed solely by derotation without any additional compression or dis­traction. As considerable straightening of the contoured rod occurs during the process of derotation, it is advantageous to use large-bore stiff rods with exaggeration of the normal sagittal profile. When two or more rods are used on one side, they are to be connected by means of a connector prior to rod
rotation maneuver.
Support side rod insertion: As the rod is just supportive, the rod is bent conforming to the shape of the corrected curve and placed in situ without forceful manipulation. In double thoracic curves using a four-rod correc­tion technique, support rods are connected to the correction rods by means of connectors.
Transverse connection: Two transverse connectors are used in the pro-
ximal and distal part of the longitudinal members to enhance the torsional
stiffness of the pedicle screw construct (Fig. 33–5C).
Decortication and bone graft: After meticulous decortication, a gener­ous bone graft is performed. In selective thoracic fusions, local bone mixed
with allograft results in satisfactory fusion. In fusions extending into mid­and lower lumbar spine, use of autogenous iliac bone graft is recom­mended (Fig. 33−6).
Instrumentation Tips
1. Top-loading implants are usually easier to handle than the side-attach-
ing implants.
2. Screws with an inner tightening nut are easier to use than the system
with an outer nut and reduce the chance of inadvertent facet joint in­jury.
3. Titanium screws are better than the stainless steel as they allow better
postoperative evaluation with computed tomography (CT) or MRI.
4. Screws with long flanges (long arm screws) may facilitate the surgery
when the vertebra to rod method has to be used to connect the rod to the screws.
of the instrumented segment using the vertebra-to-rod or cantilever method prior to the rotation maneuver.
Thoracic hyperkyphosis: The effect of deformity correction with rod ro­tation maneuver is reduced in the presence of thoracic hyperkyphosis. In this special situation, the vertebra-to-rod technique bringing the vertebral column to the contoured rod is preferable. Long-arm reduction screws are particularly suitable for this procedure.
Rod contouring: As considerable straightening of the rod occurs during the process of rod rotation, slight exaggeration of the desired sagittal pro­file is preferable, especially for the correction of thoracic hypokyphosis.
Additional compression or distraction: Deformity correction by pedicle screw instrumentation is effected by spontaneous relocation of the instru­mented vertebrae under anterior/posterior and medial translation force. Addition of compression or distraction preloads the disc spaces and hinders the relocation, and if applied at the end of the construct, may cause wedging of the adjacent discs.
Number of screws: Reducing the number of screws on the correction sides significantly increases the stress concentration on individual screws and results in fixation failure during the derotation maneuver.
Complications of Instrumentation
Screw misplacement: Misplaced screws may cause neurologic, vascular, major visceral injuries, dural tears, and delayed epidural hematoma. Strict adherence to sound insertion technique is mandatory to avoid these com­plications. Various methods (e.g., intraoperative roentgenograms, in­traoperative evoked electromyogram, intraosseous endoscopy, saline chal­lenge test etc.) may be utilized to confirm the pilot holes and the position of the pedicle screws.
Neurologic complications: These may have several causes (e.g., screw misplacement, overdistraction of the instrumented segment, delayed epidural hematoma). If postoperative neurologic deficit is detected, CT or MRI evaluation is necessary. We prefer MRI as it may provide additional information about the status of the soft tissue and the neural elements.
Pedicle fractures: These are caused by drill/pedicle or screw/pedicle mismatch. Making the screw hole as large as the minor diameter of the in­serted screw may prevent the complication. In young patients with hard cancellous bone, tapping of the pedicles prior to screw insertion may re­duce the complication.
Screw pullouts and vertebral body fractures: These are most commonly due to an inadequate number of screws and an overzealous attempt at cor­recting the deformity with a rod that does not conform to the contour of the vertebral column. Segmentalizing the screw fixation on the correction side and generous contouring of the rod may effectively prevent these compli­cations.
Screw/rod breakage and uncoupling: When detected more than 6 months after the operation, this indicates the presence of nonunion. If a significant loss of initial correction is noted, it is best revised by a repeat fu­sion with removal of the broken implants.
Postoperative Care
Chest x-rays and simple abdomen are checked in the recovery room to con­firm the absence of major vascular and visceral injuries related to screw placement.
Pitfalls
Double thoracic curve: Due to improved correction of the instrumented curve, unnoticed upper thoracic curves may cause postoperative shoulder and neck asymmetry. When using pedicle screw instrumentation, an upper thoracic curve 25 degrees should also be fused when the shoulder on the convex side of the upper thoracic curve is level or higher than the opposite side.
Thoracolumbar curve: Contouring the correction rod to conform the lateral spinal curvature results in reversal of the sagittal contour in either the thoracic or the lumbar spine depending on the direction of the rod rota­tion. For this type of curvature, the rod is connected to the screws by bring­ing the vertebral column to the rod contoured to the normal sagittal profile
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SECTION II THE THORACIC SPINE
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Suggested Readings
Suk SI, Lee CK, Kim WJ, Chung YJ, Park YB. Segmental pedicle screw fixa-
tion in the treatment of thoracic idiopathic scoliosis. Spine 1995;20:1399–1405.
Suk SI, Kim WJ. Pedicle screw fixation for thoracic scoliosis. In: Brown
CW, ed. Spinal Instrumentation Techniques. Vol. 2. Milwaukee: Scoliosis Research Society; 1998.
Suk SI, Kim WJ, Kim JH, Lee SM. Restoration of thoracic kyphosis in hy-
pokyphotic spine: a comparison between multiple hook and segmental pedicle screw fixation in adolescent idiopathic scoliosis. J Spinal Dis­ord 1999;12:489–495.
34
Anterior Thoracoscopic Release for
Spinal Deformity
Mark Weidenbaum and Mladen Djurasovic
Goals of Surgical Treatment
To increase curve correction and augment fusion in thoracic deformities by anterior discectomy and anterior longitudinal ligament release prior to in­strumentation.
Diagnosis
Thoracic scoliosis is a three-dimensional deformity involving hypokypho­sis in the sagittal plane, lateral deviation in the coronal plane, and verte-
bral rotation in the axial plane. The curve apex lies between T2 and the T11–12 disc. Kyphosis involves deformity primarily in the sagittal plane. The diagnosis of either scoliosis or kyphosis is made by physical examina­tion (shoulder or pelvic asymmetry, rib prominence, gross coronal or sagit­tal plane deformity, etc.) as well as with standing 36-inch posteroanterior (PA) and lateral scoliosis radiographs.
Indications (Similar to Open Anterior Releases)
1. Rigid scoliosis 75 degrees (residual curve on bending 50 degrees)
2. Scheuermann’s kyphosis 70 to 75 degrees
3. Scoliosis 50 degrees in skeletally immature patients at risk for crank-
shafting with posterior fusion alone
4. Neuromuscular, congenital, and metabolic deformities requiring ante-
rior arthrodesis
5. Neurofibromatosis
6. Painful/progressive adult curves
Contraindications
1. Inability to tolerate single lung ventilation (severe respiratory insuffi-
ciency, pulmonary hypertension)
2. Extensive pleural adhesions (e.g., empyema, previous cardiac/thoracic
procedure)
3. High airway pressures with positive pressure ventilation
4. Age/size limitations in the pediatric age group depending on tracheal/
main stem bronchus size and available endoscopic equipment
Advantages
1. Less postoperative pain than with open thoracotomy
2. Less blood loss
3. Better visualization of thoracic anatomy (magnification, illumination)
4. Fewer respiratory problems (less postoperative pain and chest wall
splinting)
5. Minimal shoulder girdle dysfunction (less muscle transection)
6. Better cosmesis
7. Shorter hospitalization, possibly leading to lower costs
Disadvantages
1. Steep learning curve
2. Need for skilled endoscopic thoracic surgeon for early cases
3. Longer initial operative times until surgical team is sufficiently ex-
perienced (ultimately operative times will be reduced)
4. Extensive equipment needs (monitors, multichip camera, scopes, in-
strumentation)
Procedure
Preoperative Planning and Setup
1. All rigid levels should be released. Optimal release addresses enough
levels to restore harmonious three-dimensional spine contour.
2. Working with a thoracic surgeon experienced with thoracoscopic tech-
niques is strongly recommended.
3. Monitors on both sides of the table allow best visualization.
4. Single lung ventilation is mandatory.
5. Position the patient in the lateral decubitus position (convex side up),
with the table flexed (i.e., dropping hips and lower extremities) to in­crease intercostal distances. Securely position to allow tilting or Tren­delenburg/reverse Trendelenburg positioning. Gently flex the shoulder to allow proximal portal placement (Fig. 34–1).
6. Prep and drape the chest widely in case of need for conversion to open
thoracotomy.
7. Manage venous and arterial access, spinal cord monitoring, as well as fluids and antibiotics as in an open procedure.
Portals
1. The first portal is generally placed at the sixth/seventh intercostal space (to avoid the diaphragm) between the anterior and posterior axil­lary lines. After skin incision over the rib, the subcutaneous tissue and chest wall musculature is spread apart with a hemostat clamp intro­duced above the rib to allow entry into the pleural space (Fig. 34–2). Be sure that hemostasis is complete so blood does not drip from the por­tal. Digital exploration ensures that no pleural adhesions will prevent subsequent lung atelectasis. Either a rigid or a flexible port is then in­troduced, followed by a 0- or 30-degree thoracoscope attached to a three-chip camera. The 0-degree scope is best for looking “head on,” while the 30-degree scope is better for looking above/below.
2. Additional portals are established similarly under direct thoraco­scopic vision, usually at the third, eighth, and 11th intercostal spaces. A variety of different portal arrangements can be used depending on body habitus, level of curve apex, and number of levels to be addressed. Proper portal placement prevents instrument “fencing” where the long endoscopic instruments interfere with each other.
3. Because of the length of spine involved, at least three or four ports are needed: one for the camera/scope, one for retraction, and one for the working instrument. On occasion it is possible to place more than one instrument through a given portal.
Approach and Releases
1. Once successful single lung ventilation has resulted in resorptive atelectasis, the deflated lung can be retracted through a second portal site, usually at the eighth or ninth intercostal space. The deflated lung often stays down and requires minimal retraction. Trendelenburg posi­tioning can help the lung fall away from the operative field when working on the lower thoracic spine, whereas reverse Trendelenburg can help for the upper thoracic spine. For the mid-thoracic spine, slight airplaning of the table toward the ventral side can help.
2. The ribs are counted, beginning from the cephalad direction. The segmental vessels are usually easily identified. They run in the “val­leys” or low points of the concavities of the vertebral bodies. The discs correspond to the “peaks” between the vessels.
3. A spinal needle or radiopaque marker is placed in the disc and a lateral radiograph taken to obtain confirmation of the appropriate level.
4. Orientation must be retained at all times. It is easy to become confused by the magnification (15×), the three-dimensional deformity of the spine, as well as image rotation on the monitors due to positioning and scope angulation/rotation. Aligning the spine so it appears horizontal in the monitor (like the patient) may be helpful. Moving in/out with the scope helps with depth perception and overall perspective. Fog­ging may be an issue early in the case, and can be addressed with frequent irrigation. Once the scope warms up to body temperature, fog­ging is much less.
5. With the lung retracted, the parietal pleura is gently lifted with an en­doscopic grasper and incised with a hook electrocautery, a harmonic scalpel, or a scissor. This can be done either transversely or longitudi­nally at the mid-disc level. (A longitudinal incision may prevent injury to the thoracic duct when working in the lower thoracic region.) A peanut or Kittner is then used to clear the disc around to the other side (up to 120-degree arc). Never try to reach around blindly or work without direct visualization.
6. The segmental vessels can often be preserved. However, vessel ligation may be necessary to reach the lateral and posterolateral annulus. Ves­sel ligation starts with widely clearing the parietal pleura for optimum exposure. Efforts to get under or around the vessels should be avoided. Rather, the vessels are gently “massaged” with a bipolar electrocautery, divided with the harmonic scalpel, or ligated with endoscopic vessel clips. Bleeding from tiny branches may appear worse than it is due to magnification and can be controlled with direct pressure (peanut), or localized application of thrombin-soaked Gelfoam.
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34 ANTERIOR THORACOSCOPIC RELEASE FOR SPINAL DEFORMITY

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Figure 34–1
Position of the patient in the lateral decubitus position to increase intercostal distances. Shoulder is flexed to
allow proximal portal placement.
Portals
Rib1
2
3
4
5
12
11
10
6
7
8
9
Anterior longitudinal
ligament
Rib head
Azygos vein
Esophagus
Lung
Disc
166
Figure 34–2
Incision and exposure of the portal.
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Intercostal nerve
Sympathetic trunk
Ligated intercostal vein and artery
Ao
BA
Rotate elevator
Eso
A
Annulus, nucleus, and anterior longitudinal ligament removed
L
End plates removed
Rotate elevator in disc space
Figure 34–3
Cobb elevator placed in disc space after release (A), and with Cobb elevator rotated (B), demonstrating release at this level. (See Color Plates 34–3A,B.)
B
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34 ANTERIOR THORACOSCOPIC RELEASE FOR SPINAL DEFORMITY
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7. The anterior longitudinal ligament (ALL), nucleus, and annulus are re­moved with curets and rongeurs (Kerrison, pituitary). Many long non­endoscopic instruments fit through the ports (check first) and allow the surgeon the comfort of their familiar “feel.” The relation of rongeur length to the end plates helps guide the depth of resection to prevent penetration of the posterior longitudinal ligament (PLL) and dural in­jury. The exposed end plates are then gently scraped down (without gouging or digging in deeply) to a fresh bleeding surface.
8. The adequacy of release is assessed by manually pushing on the spine posteriorly and by rotating an elevator in the disc space (Fig. 34–3). Oc­casionally rib head excision is required to increase mobility. This can be done under direct visualization with a rongeur, a curet, or a shaver. The disc space is then irrigated and packed with Gelfoam.
9. One of the portal incisions can be lengthened by 2 cm to allow open rib harvest with minimal difficulty. The incision can easily be retracted to allow substantial internal rib graft harvest. Alternatively, rib graft can be harvested endoscopically by internal thoracoplasty. The harvested bone is then cut up and gently tamped into the prepared disc spaces.
10. Five to eight levels are usually addressed. Working from the ends of the curve toward the apex minimizes “trickle down” bleeding that can in­terfere with visualization. The diaphragm must be retracted to reach T11.
11. The musculofascial, subcutaneous, and subcuticular layers of each portal are meticulously closed.
Postoperative Care
1. Routine chest tube management (placed in one of the portals)
2. Bracing according to subsequent fixation procedure
3. Immediate ambulation
Pitfalls and Complications
Preoperative
1. Incorrect level selection
2. Poor patient selection (see above)
3. Inadequate surgeon training: animal lab training and observation of several cases recommended
4. Incomplete operating room (OR) preparation: nursing/anesthesia/OR team must understand procedure; instrumentation/scopes/monitors should be checked preoperatively
5. Minimizing the risks and complexities of the procedure and recovery because it is done in a “minimally invasive” fashion
Intraoperative
1. Pulmonary a. Failure to achieve single lung ventilation. b. Parenchymal lung injury: avoid abrupt movement of instruments
or moving instruments, which are incompletely visualized. Air leak requires repair with ligature or stapling.
c. Contralateral tension pneumothorax.
2. Vascular a. Segmental vessel injury (most common vascular injury): A peanut
can be used to compress the vessel followed by definitive manage­ment with electrocautery or vascular clips. Avoid prolonged elec­trocautery near the foramen as this may propagate and lead to neu­rologic injury.
b. Major vessel injury (aorta, superior vena cava, or pulmonary ves-
sels) is extremely rare (requires conversion to open thoracotomy).
3. Dural injury: If cerebrospinal fluid (CSF) leakage is noted, Gelfoam with/without Avitene or thrombin should be gently placed into the disc space. Persistent leakage may require CSF diversion with lumbar drain.
4. Thoracic duct injury: This is particularly at risk in lower thoracic spine. Attempt definitive management with clips or cautery as soon as this is recognized.
Postoperative
1. Atelectasis (less than with open thoracotomy)
2. Retropleural effusion
3. Intercostal neuralgia: usually resolve within 6 to 12 weeks (can be min­imized by use of flexible ports, trocars 12 mm in adults, and 5-mm scopes/trocars for pediatric cases)
Suggested Readings
Crawford AH, Wall EJ, Wolf R. Video-assisted thoracoscopy. Orthop Clin
North Am 1999;30:367–385.
Regan JJ, McAfee PC. Thoracoscopy and laparoscopy of the spine. In: Bri-
dwell KH, DeWald RL, eds. The Textbook of Spinal Surgery. 2nd ed. Philadelphia: Lippincott-Raven; 1997:2313–2331.
Regan JJ, McAfee PC, Mack MJ, eds. Atlas of Endoscopic Spine Surgery. St.
Louis: Quality Medical Publishing; 1995.
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35

The Accordion Procedure for Management of Rigid Thoracic Scoliosis

James E. Shook and Walter H. Burnham, Jr.
Goals of Surgical Treatment
The accordion procedure was developed to address problems associated
with the large rigid thoracic curve. The surgical resection of the apical-con­vex curve reduces curve rigidity, which allows for greater curve correction.
Diagnosis
Significant rigid lateral deviation of the thoracic spine in the frontal plane
with the apex of the curve between the T2 and T11-T12 disc.
Indications for Surgery
Large, rigid thoracic scoliosis curves (curves greater than 70 degrees that
Contraindications
Smaller and less rigid curves do not require a procedure of this magnitude.
Advantages
1. There is substantial reduction in curve rigidity and subsequent forces required for curve correction.
2. The curve is corrected by derotation and translation rather than dis­traction.
3. There is maintenance of concave blood supply to the spinal cord.
4. The spinal cord is protected by preservation of the posterior one third of the vertebral body.
5. The curve is corrected over multiple levels rather than an acute angu­lar change.
6. Improved cosmesis.
7. Increased rates of fusion.
Disadvantages
1. Two surgical procedures are required.
2. Thoracotomy with associated morbidity.
3. Lengthened hospital course.
4. Postoperative bracing.
Procedure
1. The anterior apical portion of the spinal curve is exposed through a rib excising thoracotomy. The rib is saved for subsequent bone grafting (Fig. 35–1).
2. The apical four to six vertebrae that compose the most deformed por­tion of the spine are resected in a subtotal fashion, removing the con­vex cortical bone back to the rib head and anterior cortical bone utiliz-
ing a bone bur or rongeur. The anterior corpus is then decancellated to the concave cortex maintaining the posterior one third of the vertebral body.
3. Intervening and end discs are resected.
4. An internal thoracoplasty can then be performed if deemed necessary to reduce a rigid chest wall deformity (Fig. 35–2).
5. An onlay bone graft from the subtotal vertebrectomies and morselized rib is placed in the bed of the resected vertebra (Fig. 35–3).
6. Surgicel Nu-Knit absorbable hemostat (Johnson and Johnson Medical Inc.) is placed over the morselized bone and the parietal pleura is re­paired over the Surgicel. Two chest tubes are inserted (Fig. 35–4).
7. A second operation is then performed. The second procedure involves a standard segmental posterior spinal instrumentation and fusion. Sur­geon discretion determines whether the second operation is completed under the same anesthetic or 1 week later. In most cases, we have performed both the anterior and posterior procedures under the same anesthetic. If the surgeon decides on the interval procedure, the patient should remain at bed rest until the posterior instrumentation is in place. If an internal thoracoplasty was not performed and a rigid rib deformity persists, a posterior thoracoplasty may be added at this point (Fig. 35–5).
Postoperative Care
Chest tubes are removed when fluid output is less than 100 cc in a 24-hour period and the chest x-ray is clear. The patient is mobilized and an orthosis (TLSO) is used if the patient is large (heavier than 130 lbs) or a thoraco­plasty was performed (for guidance of rib remodeling).
Case Presentation
See Figures 35–6, 35–7, 35–8, and 35–9.
Exposure Secrets
A nutrient vessel enters the vertebral body at its mid-posterior center. The depth of this vessel is the posterior one fourth to one third of the anter­oposterior diameter of the vertebra. We limit our vertebral resection to the ventral limit of this vessel. When the nutrient vessel is encountered, a rapid flush of blood is observed and easily identified. The bleeding is easily controlled with bone wax. In our experience, it is rare to lose more than 250 cc of blood with the anterior subtotal vertebral resections as long as the nutrient vessel at each level is identified and rapidly plugged with bone wax.
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35 THE ACCORDION PROCEDURE FOR RIGID THORACIC SCOLIOSIS
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