Repertory grid technique

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Definitions

The repertory grid technique (RGT) is a method for eliciting personal constructs. It is based on George Kelly's Personal Construct Theory in 1955 and was also initially developed within this context. As methodology, it can be used in a variety fundamental and applied research projects on human constructs.

Repertory grid analysis is also popular outside academia e.g. in counseling and marketing. Today, various variants of the global concept seem to exist, some more complex than others. According to Slater, 1976 cited by Dillon (1994:76), its use as analytic tool does not require acceptance of the model of man which Kelly proposed. Also within "main stream" RGT, several kinds of elicitation methods to extract constructs and to analyse them exits. A common way to describe the technique is identifying a set of "elements" (a set of "observations" from a universe of discourse) which are rated according to certain criteria termed "constructs". “The elements and/or the constructs may be elicited from the subject or provided by the experimenter depending on the purpose of the investigation. Regardless of the method, the basic output is a grid in the form of n rows and m columns, which record a subject's ratings, usually on a 5- or 7-point scale, of m elements in terms of n constructs”. (Dillon, 1994:76

Some other definitions of RGT (emphasized text by DKS).

“The RGT (Kelly, 1955) originally stems from the psychological study of personality (see Banister et al., 1994; Fransella & Bannister, 1977, for an overview). Kelly assumed that the meaning we attach to events or objects defines our subjective reality, and thereby the way we interact with our environment. The idiosyncratic views of individuals, that is, the different ways of seeing, and the differences to other individuals define unique personalities. It is stated that our view of the objects (persons, events) we interact with is made up of a collection of similarity–difference dimensions, referred to as personal constructs. For example, if we perceive two cars as being different, we may come up with the personal construct fancy–conservative to differentiate them. On one hand, this personal construct tells something about the person who uses it, namely his or her perceptions and concerns. On the other hand, it also reveals information about the cars, that is, their attributes.” (Hassenzahl & Wessler, 2000:444)

“[..]The “Repertory Grid” [...] is an amazingly ingenious and simple ideographic device to explore how people experience their world. It is a table in which, apart from the outer two columns, the other columns are headed by the names of objects or people (traditionally up to 21 of them). These names are also written on cards, which the tester shows to the subject in groups of three, always asking the same question: “How are two of these similar and the third one different?” [...] The answer constitutes a “construct”, one of the dimensions along which the subject divides up her or his world. There are conventions for keeping track of the constructs. When the grid is complete, there are several ways of rating or ranking all of the elements against all the constructs, so as to permit sophisticated analysis of core constructs and underlying factors (see Bannister and Mair, 1968) and of course there are programs which will do this for you.” (Personal Construct Psychology, retrieved 14:09, 26 January 2009 (UTC).)

“The Repertory Grid is an instrument designed to capture the dimensions and structure of personal meaning. Its aim is to describe the ways in which people give meaning to their experience in their own terms. It is not so much a test in the conventional sense of the word as a structured interview designed to make those constructs with which persons organise their world more explicit. The way in which we get to know and interpret our milieu, our understanding of ourselves and others, is guided by an implicit theory which is the result of conclusions drawn from our experiences. The repertory grid, in its many forms, is a method used to explore the structure and content of these implicit theories/personal meanings through which we perceive and act in our day-to-day existence.” (A manual for the repertory grid, retrieved 12:18, 26 January 2009 (UTC)).

“The term repertory derives, of course, from repertoire - the repertoire of constructs which the person had developed. Because constructs represent some form of judgment or evaluation, by definition they are scalar: that is, the concept good can only exist in contrast to the concept bad, the concept gentle can only exist as a contrast to the concept harsh. Any evaluation we make - when we describe a car as sporty, or a politician as right-wing, or a sore toe as painful - could reasonably be answered with the question 'Compared with what?' The process of taking three elements and asking for two of them to be paired in contrast with the third is the most efficient way in which the two poles of the construct can be elicited.”. (Enquire Within, Kelly's Theory Summarised), retrieved 12:18, 26 January 2009 (UTC).

“The repertory grid technique is used in many fields for eliciting and analysing knowledge and for self-help and counselling purposes.” (Repertory Grid Technique, retrieved 12:18, 26 January 2009 (UTC).)

Overview

Most repertory grid analyses use the following principle:

  • The designer has to select a series of elements that are representative of a topic. E.g. to analyze perception of teaching styles, the elements would be teachers. To analyze learning materials, the elements could be learning objects. To analyze perception of laptop functionalities, the elements are various laptop models.
  • The next step is knowledge elicitation of personal constructs. To understand how an individual perceives (understands/compares) these elements, scalar constructs about these elements then have to be elicitated. E.g. using the so-called triadic method, interviewed people will have to compare learning object A with B and C and then state in what regards they are being different. E.g. Pick the two teachers that are most similar and tell me why. then tell me how the third one is different. The output will be contrasted attributes (e.g. motivating vs. boring or organized vs. a mess). This procedure should be repeated until no more new constructs (words) come up.
  • These constructs are then reused to rate all the elements in a matrix (rating grid), usually on a simple five or seven point scale. A construct always has two poles, i.e. attribute pairs with two opposites.

According to Feixas and Alvarez, the repertory grid is applied in four basic steps: (1) The design phase is where the parameters that define the area of application are set out. (2) In the administration phase, the type of structured interview for grid elicitation and the resulting numerical matrix is defined. (3) The repertory grid data can then subjected to a variety of mathematical analyzes. (4) The structural characteristics of the construct system can then be described.

“The elements selected for the grid depend on which aspects of the interviewee's construing are to be evaluated. Elements can be elicited by either asking for role relations (e.g., your mother, employer, best friend) or by focusing on a particular area of interest. A market research study might, for example, use products representative of that market as elements (e.g., cleaning products, models of cars, etc.).”(Design Phase)

“The type of rating method used (dichotomous, ordinal or interval) determines the type of mathematical analysis to be carried out as well as the the length and duration of the test administration. As before, the criteria for selection depend on the researcher's objectives and on the capacities of the person to be assessed.” (Design Phase (2))

According to Nick Milton (Repertory Grid Technique) the repertory grid technique includes four main stages.

  • In stage 1, elements to analyze (e.g. concepts or observable items such as a pedagogical designs or roles) are selected for the grid. A similar number of attributes that allow to characterize each element are also defined. These attributes should either be generated with an elicitation method or can be taken from previously elicitated knowledge.
  • In stage 2 each concept must be rated against each attribute.
  • In stage 3, a cluster analysis is performed on both the elements and the attributes. This will show similarities between elements or attributes.
  • In stage 4, the knowledge engineer walks the expert through the focus grid gaining feedback and prompting for knowledge concerning the groupings and correlations shown.

Elicitation methods

Elicitation methods can vary. The basic procedures we identified from the literature are: monadic, dyadic, triadic, none, or full context form.

  • In the monadic procedure, participants must describe an element with a single word or a short phrase. The the opposite of this term is asked.
  • In the dyadic procedure, the participant is asked to look at pairs of elements and tell if they are similar or dissimilar in some way. If they are judged dissimilar, he has to explain how, again with a single word or a short phrase and again also tell the opposite of this term. If they are judged similar, then he is asked to select a third and dissimilar element and then again explain similarities and dissimilarities with simple phrases.
  • The triadic procedure has been defined above, i.e. participants are given three elements, must identify two similar and a different one and then explain. The elements in each triad are usually randomly selected and then replaced for the next iteration.
  • None: In some studies (in particular applied areas such marketing studies), the researcher may provide the constructs.
  • In the full context form technique (Tan & Hunter, 2002), “the research participant is required to sort the whole pool of elements into any number of discrete piles based on whatever similarity criteria chosen by the research participant. After the sorting, the research participant will be asked to provide a descriptive title for each pile of elements. This approach is primarily used to elicit the similarity judgments.” (Siau, 2007: 5).
  • Group construct elicitation is according to Siau (2007) similar to the triadic sort method. Both element identification and construct elicitation with triadic sort are done together through discussion.

The knowledge elicitation procedure can be stopped when the participant stops coming up with new constructs.

Phrases that emerge for similarities are called the similarity pole (also called emergent pole. The opposing pole is called contrast pole or implicit pole. Numerical scale then should be consistent, e.g. the emergent poles always must have either a high or a low score. Certain software can require a direction.

Ranking/rating of elements in a matrix also can be done with various procedures. Examples:

  • Rating: Participants must judge each element on a Likert-type scale, usually with five or seven points. E.g. Please rate yourself on the following scale or Please rate the comfort of this car model.
  • Ranking: Participants can be asked to rank each element with respect to a given construct. E.g. rank 10 learning management systems in terms of "easy to use - difficult to use". A system like Dokeos would rank higher than a system like WebCT.
  • Binary ranking: Yes/no with respect to the emergent (positive) pole

Feixas and Alvarez outline the three methods to elicit constructs like this:

A) Elicitation of constructs using triads of elements. This is the original method used by Kelly. It involves the presentation of three elements followed by the question, "How are two of these elements similar, and thereby different from a third element?" and then "How is the third element different from the other two?" [...] B) Elicitation of constructs using dyads of elements. Epting, Schuman and Nickeson (1971) argue that more explicit contrast poles can be obtained using only two elements at a time. This procedure usually involves an initial question such as, "Do you see these people as more similar or different?" This prompt can then be followed by questions of similarity such as, "How are these two elements alike?" or "What characteristics do these two elements share?" Questions referring to differences such as "How are these two elements different?" are also appropriate. [...]

C) Elicitation of constructs using single elements. Also known as monadic elicitation, this way of obtaining constructs is the most similar to an informal conversation. It consists in asking subjects to describe in their own words the "personality" or way of being of each of the elements presented. The interviewer's task is limited to writing down the constructs as they appear and then asking for the opposite poles.

Construction of repertory grid tables

An example

The following example was taken from Sarah J. Stein, Campbell J. McRobbie and Ian Ginns (2000) research on Preservice Primary Teachers' Thinking about Technology and Technology Education. We only will show parts of the tables (in order to avoid copyright problems).

“Following a process developed by Shapiro (1996), a Repertory Grid reflecting the views of the interviewed group about the technology design process was developed. The interview and survey responses were coded and categorised into a set of dipolar constructs (ten) consisting of terms and phrases commonly used by students about technology and the conduct of technology investigations (Table 1), and a set of elements (nine) of the technology process consisting of typical situations or experiences in the conduct of an investigation (Table 2). The Repertory Grid developed consisted of a seven point rating scale situated between pole positions on the individual constructs, one set for each element. A sample Repertory grid chart is shown in Table 3.”

Table 1
Repertory Grid - Constructs
Label Descriptor - One pole Descriptor - Opposite pole
a. Creating my own ideas Just following directions
b. Challenging, problematic, troublesome Easy, simple
c. Have some idea beforehand about the result Have no idea what will result
d. ... ...
Table 2
Repertory Grid - Elements
Label Descriptor
1. Selection of a problem for investigation by the participant
2. Identifying and exploring factors which may affect the outcome of the project
3 Decisions about materials and equipment may be needed
4. Drawing of plans may be involved
5. Building models and testing them may be required
Table 3
Sample Repertory Grid Chart
The following statement is a brief description of a typical experience you, as a participant, might have while conducting a design and technology project.
ELEMENT #1: Selection of a problem for investigation by the participant.
Rate this experience on the scale of 1 to 7 below for the following constructs, or terms and phrases, you may use when describing the steps in conducting a design and technology project. CIRCLE YOUR RESPONSE.
a. Creating my own ideas 1 2 3 4 5 6 7 a. Just following directions
b. Challenging, problematic, troublesome 1 2 3 4 5 6 7 b. Easy, simple
c. Have some idea beforehand about the result 1 2 3 4 5 6 7 c. Have no idea what will result
d. Using the imagination or spontaneous ideas 1 2 3 4 5 6 7 d. Recipe-like prescriptive work

All-in-one grids

Instead of presenting a new grid table for each element, one also could present participants a grid that includes the elements as a row. In this case, users have to insert numbers in the cells. This is difficult on paper, but a bit easier with a computer interface we believe.

However, if you have few elements, a paper version can be done easily. E.g. to analyse perception of different teachers, e.g. Steinkuehler and Derry's Repertory Grid tutorial provides the following example about teacher rating.

Similarity or
Emergent Pole
1
Elements
Contrast Pole
5
Prof. Apple Prof. Bean Prof. Carmel Prof. Dim Prof. Enuf Prof. Fly
approachable 1 1 5 4 5 1 intimidating
laid-back 3 3 1 1 1 1 task-master
challenging 4 2 3 1 2 5 unengaging
spontaneous
lecturer



scripted
lecturer
etc.


etc.
Two poles – the similarity or emergent pole and the contrast pole – are listed in columns at either end.
Elements (in the middle columns) are rated in terms of the extent to which they belong to either of the poles of a construct.
The ratings are placed in a row of the cells between the corresponding poles. The red dots indicate the elements used in each triad.

Analysis techniques

Individual grids can be analyzed using various statistical data reduction techniques on both rows and columns, e.g. cluster analysis, principal component analysis or methods like correspondence analysis for both.

A simple descriptive technique to look at multiple grids that use the same constructs (e.g. as in some marketing research or knowledge engineering) is to simply chart the values for each participant as graph between the poles (opposite attributes). Otherwise, with grids that differ between individuals, it gets more complicated ...

The FOCUS cluster analysis

The FOCUS algorithm (Shaw, 1980), uses distance measures to reorder the grid, placing similarly rated constructs/elements next to each other. This is kind of two-way hierarchical cluster analysis for both elements and constructs. The grid is rearranged to place similarly rated constructs/elements next to each other and a dendogram is shown for each axis.

This algorithm is available through the WebGrid III and IV online systems.

Repertory grid analysis in specific fields

Below we summarize a few projects that used repertory grids. The purpose is reveal if few questions, methods and results that provide Daniel K. Schneider with a few ideas on how to conduct:

  • studies of technologies
  • studies of design
  • studies of users
  • studies of designers/developers behind the designs and technologies

Therefore, these little summarizies are not meant to be representative and were not done in the same way. We simply wrote down a few interesting points that may be of interest to a researcher in educational technology ....

Analysis of job behaviors and roles

Repertory grid techniques have been used in variety of domains to gather a picture of a set of people profile's in an organization or also to to come up with a more general set of typical profiles a job descriptions could have (e.g. managers as discussed below in the study about training needs analysis). Above, we shortly presented Steinkuehler and Derry's method for teacher assessment.

Hunter (1997) conducted an analysis of information system analysts, i.e. “to identify the qualities of what constitutes an interpretation of an `excellent' systems analyst”. A set of participants working with systems analysts was asked to identify up to six systems analysts, then a triadic elicitation method was to used to extract features (positive and negative construct poles) about ideal or incompetent analysts.

Laddering (Stewart & steward, 1981), i.e. a series of "why and "how" questions to the participant, provided more detail, i.e. more clearly defined what he/she meant by the use of the more general construct. E.g. an example (Hunter, 1997: 75) of a participant's definition of "good user rapport" included "good relationship on all subjects" (work, interests, family), "user feels more comfortable" and also behavioral observation, "how is this done?" (good listener, finds out user's interests, doesn't forget, takes time to answer user's questions, speaks in terms users can understand, etc.)

The constructs that emerged where:

1. Delegator -- does work himself
2. Informs everyone -- keeps to himself
3. Good user rapport -- no user rapport
4. Regular feedback -- appropriate feedback
5. Knows detail -- confused
6. Estimates based on staff -- estimates based on himself
7. User involvement -- lack of user involvement

The rating of all analysts (elements) was done on a nine point scale and that allows (if desired) to choose a different position of each analyst. Participants had to order each of a set of six analysts plus a hypothetical "ideal" one and an "incompetent" one for each construct, therefore a total of 8 cards.

A similar study has ben conducted by Siau et al (2007) on important characteristics of software development team members. E.g. they found out that interpersonal/communication skills and teamwork orientation are important. But they are always considered important characteristics of team members in any project. They also found “some constructs/categories that are unique to team members of IS development projects, namely learning ability, multidimensional knowledge and professional orientation.”

Training needs analysis

Peters (1994:23), in the context of management education, argued that “The real challenge underlying any training needs analysis (TNA) lies not with working out what training a group of individuals needs but with identifying what the good performers in that group actually do. It is only when you have a benchmark of good performance that you can look to see how everybody measures up”. Peters (1994:28) argued that use of repertory grids allows

  • It provides a means to capture subjective ideas and viewpoints and it helps people to focus their views and opinions.
  • It can help to probe areas and viewpoints of which managers may be unaware, and as such it can be a way of generating new managerial insights.
  • It helps individual managers to understand how they view good/poor performance.
  • It provides a representation of the manager's own world as it really is â and this in turn can help provide a clearer picture of how an organization is actually performing
  • The technique uses real people to identify real needs [..].
  • It does not seek to fit people's training needs into existing [...] training plans. As a result, what can emerge is a definition of one or more areas of real weakness within a department or organization. [..]

Design and human computer interaction

Repertory grid analysis in human-computer interaction at large seems to be quite popular, e.g. we found design studies (Hassezahl and Wessler, 2000), search engine evaluation (Crudge & Johnson, 2004), models of text (Dillen and McKnight, 1990), elicitation of knowledge for expert systems (Shaw and Gaines, 1989)

Design of artifacts

The design problem described by Hassenzahl & Wessler was how to evaluate early prototypes made in parallel. “The user-based evaluation of artifacts in a parallel design situation requires an efficient but open method that produces data rich and concrete enough to guide design. (Hassenzahl & Wessler, 2000:453)”. Unstructured methods (e.g. interviews or observations) require a huge amount of work. On the opposite, structured methods like questionnaires is their "insensitivity to topics, thoughts, and feelings—in short, information— that do not fit into the predetermined structure." (idem, 442). “The most important advantages of the RGT are (a) its ability to gather design-relevant information, (b) its ability to illuminate important topics without the need to have a preconception of these, (c) its relative efficiency, and (d) the wide variety of types of analyses that can be applied to the gathered data. (Hasszenzahl & Wessler, 2000:455).”

Models of Text.

Dillen and McKnight (1990:Abstract) found that “individuals construe texts in terms of three broad attributes: why read them, what type of information they contain, and how they are read. When applied to a variety of texts these attributes facilitate a classificatory system incorporating both individual and task differences and provide guidance on how their electronic versions could be designed.”

Knowledge elicitation for expert systems

Mildred Shaw and Brian Gaines led several studies on knowledge elicitation. On particularly interesting problem was “hat experts may share only parts of their terminologies and conceptual systems. Experts may use the same term for different concepts, use different terms for the same concept, use the same term for the same concept, or use different terms and have different concepts. Moreover, clients who use an expert system have even less likelihood of sharing terms and concepts with the experts who produced it.” (Shaw & Gaines, 1989). The authors summarize the situation with the following figure.

Consensus, conflict, correspondence and contrast among experts, Shaw, Mildred L G & Brian R Gaines (1989), reproduced without permission

The methodology for developing a methodology for eliciting and analyzing consensus, conflict, correspondence and contrast in a group of experts can be summarized as follows:

  1. The group of experts comes to an agreement over a set of entities which instantiate the relevant domain. E.g. the union of all entities that can be extracted from individual elicitations.
  2. Each expert individually elicits attributes and values for the agreed entities. We will then find either correspondence or contrast. All attributes of the individual grids are mapped. Does one expert have an attribute that can be used to make the same distinctions between the entities as does an other expert (correspondence) or does an attribute in one system have no matching attribute in the other (contrast).
  3. “In phase 3 each expert individually exchanges elicited conceptual systems with every other expert, and fills in the values for the agreed entities on the attributes used by the other experts. [...] The result is a map showing consensus when attributes with the same labels are used in the same way and conflict when they are not [..]”
  4. Depending on the purpose of the study, one then can for instance identify subgroups of experts who think and act in similar ways or [negotiating a common solution if there is a need for it.]

Representation of information space

Cliff McKnight (2000) analysed the representation of information sources. Eleven sources were identified by the researcher, i.e. Library (books), E-mail, NewsGroup, Newspaper, Television, Radio, Journals (paper), Colleagues, Conferences, Journals (electronic), World Wide Web. {{quotation|These elements were presented in triads in order to elicit constructs. The triads were chosen such that no pair of elements appeared in more than one triad. [...] 10 constructs were elicited, and each element was rated on each construct as it was elicited, using a 1-5 scale. (McKnight, 2000).

The resulting repertory grid was then analysed with a two-way hierarchical cluster analysis using the FOCUS program (Shaw, 1980). This allowed an analysis of both construct clusters and element clusters and which we can't reproduce here. The authors used a 75% cutoff point to identify interesting clusters. E.g. a typical result regarding construct clusters was that “elements that are seen as "text" also have a strong tendency to be seen as "not much surfing opportunity", and as being "single focus". Similarly, elements that are seen as "quality controlled" also have a strong tendency to be seen as "historical" and "not entertaining".” Regarding element clusters, electronic journals were grouped with television and radio, while paper journals are grouped with library. e-mail and newsgroups were grouped and colleagues and conferences also. The only surprise was the association of electronic journals with radio, they score high on "entertaining" and relatively high on surfing opportunity.

Web site Analysis

Hassenzahl and Trautmann (2000)

See also: Hawley (2007)

Sarah Crudge and Frences Johnson (2004) conducted an evaluation of search engines and their use with a study entitled "Using the information seeker to elicit construct models for search engine evaluation". They started with the conjecture that “from the perspective of the user engaged with the system in some information-seeking task, the range of relevant evaluation factors could be considerable”. They state that “A user's reaction to the system is composite, possibly determined by some or all of the extended range of user metrics, including ease of use and learning, task success, search results, usability of features, and aesthetics.”. Their paper explores the feasibility of deriving meaningful user evaluation criteria and measures from the users' perception of the search tools through repertory grid analysis and the authors formulated two research questions:

1 Is repertory grid technique a suitable method for user-centered determination of evaluative measures for Internet search engines?
2 What are the characteristics of the construct set that constitutes the information seeker's perception of search engines?

To facilitate comparison between the data sets of participants the authors supplied the elements, i.e. AltaVista UK, Google UK, Lycos UK, and Wisenut, with the addition of the users' perception of an ideal search engine. Also, “since not all of the selected engines were well known to all participants, a familiarization session was included before interview.”. Only four engines were selected because of the argument that a “pilot study indicated that many participants would be unable to retain a complete impression of more than four engines introduced at a session”.

For this study, there were 10 participants and 5 to 11 constructs elicited per participant with a mean of 8.4. Crudge and Johnson argued based on other studies (e.g. Hassenzhal & Trautmann, 2001 or Moynihan, 1996), that “he use of ten participants will ensure determination of the complete set of important constructs”.

Firstly, participants provided an overall rating of success for each search tool, taken along a five-point Likert scale. Then, “due to the small number of search engines used, dyadic elicitation was deemed most suitable; engines were presented in pairs, and the participant was required to state either a similarity or a difference between the members of each pair. The participant was then asked to provide the opposite of the stated similarity or difference, by consideration of the remaining engines where possible. The two polar statements together formed a construct, which was represented by a five-point scale along which all elements could be rated.”. During the interview, participants were shown a picture of the engine plus the printed result pages. Engines pairs were shown in randomized order until no new constructs were elicited. It is not clear to Daniel K. Schneider if the whole grid was completed a later state or during elicitation.

Obtained constructs were able to discriminate reasonable well over the set of search engines and also most constructs cluster or correlate with the participants' overall success ratings. Regarding research question two, this analysis was also able to identify 75 different constructs. Some additional ones were eliminated because "too far" from the next closest one...

Software

Specialized software can do either or all of three things:

  1. Help to design repertory grids
  2. Help to administer repertory grids.
  3. Perform a series of analysis.

An alternative method is to do the first part "by hand", the second with a web-based survey manager tool and the last with a normal statistics package. Many statistics programs can do cluster analysis and component analysis. Correspondence analysis is less available. None of the specialized software below has been tested in depth (26 January 2009 - DKS)

List of Software

Commercial
  • Gridcore Correspondence analysis tool for grid data. Between euros 50 and 150.
  • GridLab (no link)
  • RepGrid (A free 15 elements/15 constructions) version is available)
Free
  • The Idiogrid (Win) program by James W. Grice. Idiographic Analysis with Repertory Grids. Free since 2008, but users that get funding are expected to pay 105 $US.
  • WinGrid (became a tool for artists).

Free online services

Links

Journals

Associations and centres

Links of links

Short introductions

Manuals

Bibliography

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  • Shaw, Mildred L G & Brian R Gaines (1989). Comparing Conceptual Structures: Consensus, Conflict, Correspondence and Contrast, Knowledge Acquisition 1(4), 341-363. ( A reprint is available from Knowledge Science Institute, University of Calgary, HTML Interesting paper that discusses how to deal with different kinds of experts).
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