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. 2024 Mar 4;110(6):3151–3165. doi: 10.1097/JS9.0000000000001268

The STROCSS 2024 guideline: strengthening the reporting of cohort, cross-sectional, and case–control studies in surgery

Rasha Rashid a, Catrin Sohrabi b,*, Ahmed Kerwan c, Thomas Franchi d, Ginimol Mathew e, Maria Nicola f, Riaz A Agha g
PMCID: PMC11175759  PMID: 38445501

Abstract

Introduction:

First released in 2017, the STROCSS guidelines have become integral for promoting high-quality reporting of observational research in surgery. However, regular updates are essential to ensure they remain relevant and of value to surgeons. Building on the 2021 updates, the authors have developed the STROCSS 2024 guidelines. This timely revision aims to address residual reporting gaps, assimilate recent advances, and further strengthen observational study quality across all surgical disciplines.

Methods:

A core steering committee compiled proposed changes to update the STROCSS 2021 guidelines based on identified gaps in prior iterations. An expert panel of surgical research leaders then evaluated the proposed changes for inclusion. A Delphi consensus exercise was used. Proposals that scored between 7-9 on a nine-point Likert agreement scale, by ≥70% of Delphi participants, were integrated into the STROCSS 2024 checklist.

Results:

In total, 46 of 56 invited participants (82%) completed the Delphi survey and hence participated in the development of STROCSS 2024. All suggested amendments met the criteria for inclusion, indicating a high level of agreement among the Delphi group. All proposed items were therefore integrated into the final revised checklist.

Conclusion:

The authors present the updated STROCSS 2024 guidelines, which have been developed through expert consensus to further enhance the transparency and reporting quality of observational research in surgery.

Keywords: case–control studies, cohort studies, cross-sectional studies, reporting guidelines, STROCSS

Introduction

Highlights

  • The STROCSS 2021 guidelines were updated through a Delphi consensus exercise.

  • Among the 46 participants, a high level of agreement was noted with all proposed amendments and hence were integrated into the final, revised STROCSS checklist.

  • The updated STROCSS 2024 guidelines are presented.

Observational studies, encompassing cohort, case–control, and cross-sectional studies, are widely used within surgical research to investigate associations and risk factors1. However, poor reporting quality has been a persistent issue2,3. Consequently, readers critically appraise research less effectively, propagating flawed findings, and ultimately leading to research waste4. The systematic implementation of reporting guidelines by journals improves the quality of published research57.

Thus, the Strengthening The Report Of Cohort Studies in Surgery (STROCSS) guidelines were introduced in 2017 and have since been updated in 2019 and 2021810. Despite the original focus on cohort studies, the STROCSS guidelines have been designed to additionally enhance the reporting of case–control and cross-sectional studies, due to similarities in their methodologies. Over the past 6 years, the STROCSS guidelines have been widely adopted with over 3200 citations, illustrating their broad acceptance as the standard for reporting observational research in surgery. However, regular revision is vital. To remain aligned with evolving standards and reflect current best practices, we aimed to update the STROCSS 2021 guidelines. Our objectives were threefold: to elevate reporting quality, address any limitations raised since the preceding update, and incorporate recent advances in reporting standards. The updated STROCSS 2024 guidelines look to optimise the quality and translational impact of observational studies across all surgical disciplines.

Methods

The Delphi methodology used in the development of STROCSS 2017 and its subsequent updates in 2019 and 2021 was applied in the development of the STROCSS 2024 guidelines11.

Generation of proposed revisions

A core steering committee proposed revisions to the STROCSS 2021 checklist. Recommendations were based on newly identified gaps and aimed to enhance specificity, comprehensiveness, and relevance.

Delphi consensus process

The proposed amendments to the STROCSS 2021 guidelines were developed by the steering committee. These changes were integrated into a structured questionnaire that sought to garner consensus from an expert panel, via a Delphi exercise. The panel encompassed research leaders across various surgical specialties.

The Delphi questionnaire was sent to all participants using Google Forms. They were asked to review each of the 45 proposed modifications to STROCSS 2021 and indicate the degree to which they agreed with integrating each amendment into the new guidelines, using a nine-point Likert scale. While a score of 1 on this scale translated to ‘strongly disagree’ with the suggested changes, a score of 9 meant ‘strongly agree’. Consensus for inclusion of an item was predefined as ≥70% of participants scoring an item between 7-9. Items meeting this predetermined threshold were updated in the STROCSS 2024 guidelines. If <70% of participants scored an item between 7-9, the item did not achieve consensus for inclusion and was therefore left unaltered.

Participants

Researchers involved in the development of previous STROCSS updates in 2017, 2019, and 2021 were invited again to participate in the expert panel for STROCSS 2024. Notably, editorial board members from the International Journal of Surgery (IJS) were included. As IJS mandates any observational research submissions to comply with the STROCSS guidelines, involving IJS editors provides key insights. Overall, our panel combined accomplished authors, researchers, journal reviewers, and editorial board members representing a variety of surgical disciplines and countries across Asia, Europe, Australia, Africa, North America, and South America. With multidisciplinary and global insights, we ensured the STROCSS 2024 guidelines remain well-equipped to optimise the reporting quality of observational studies globally.

Results

The Delphi questionnaire was distributed to 56 individuals who agreed to participate in the development of the STROCSS 2024 guidelines. A total of 46 individuals (82%) completed the Delphi survey and therefore contributed to the guideline amendments. Table 1 is a comparison table, between STROCSS 2021 and proposed STROCSS 2024, highlighting the changes suggested. Table 2 summarises the scores given by the survey participants to indicate the extent of their agreement with the proposed modifications to each item of the STROCSS 2021 checklist.

Table 1.

The STROCSS 2021 guidelines and the proposed version of the STROCSS 2024 guidelines.

Comparison of STROCSS 2021 and proposed STROCSS 2024
STROCSS 2021 Proposed STROCSS 2024
Topic Item Guideline Topic Item Guideline
Title 1 Title
 The word cohort or cross-sectional or case–control is included*
 Temporal design of study is stated (e.g. retrospective or prospective)
 The focus of the research study is mentioned (e.g. population, setting, disease, exposure/intervention, outcome etc.)
*STROCSS 2021 guidelines apply to cohort studies as well as other observational studies (e.g. cross-sectional, case–control etc.)
Title 1 Title
 The word ‘cohort’ or ‘cross-sectional’ or ‘case–control’ is included*
 Temporal design of the study is stated (e.g. retrospective or prospective)
 The focus of the study is clearly stated (e.g. population, setting, disease, exposure/intervention, outcome, etc.)
*STROCSS 2024 guidelines apply to all observational studies (e.g. cohort, cross-sectional, case–control, etc.)
2 Highlights
 Include three to five bullet points that summarise the key findings of the study
 Provide a brief background to the study, the key results and clinical relevance
Abstract 3a Structure
Provide a structured abstract that includes the following headings:
 1. Background
 2. Methods
 3. Results
 4. Conclusions
Abstract 2a Introduction - briefly describe:
 Background
 Scientific rationale for this study
 Aims and objectives
3b Background
Briefly describe:
 Relevant context
 Scientific rationale for this study
 Aims and objectives
2b Methods - briefly describe:
 Type of study design (e.g. cohort, case–control, cross-sectional etc.)
 Other key elements of study design (e.g. retro-/prospective, single/multicentred etc.)
 Patient populations and/or groups, including control group, if applicable
 Exposure/interventions (e.g. type, operators, recipients, timeframes etc.)
 Outcome measures - state primary and secondary outcome(s)
3c Methods
Briefly describe:
 Type of study design (e.g. cohort, case–control, cross-sectional etc.)
 Specification of study design (e.g. retro-/prospective, single/multicentred etc.)
 All patient groups involved, including control group, if applicable
 Exposure/interventions (e.g. type, operators, recipients, dates and time frames etc.)
 Outcome measures - explicitly state primary and secondary outcome(s), where appropriate
 Statistical methods of assessment used, where applicable
2c Results - briefly describe:
 Summary data with qualitative descriptions and statistical relevance, where appropriate
3d Results
Briefly describe:
 Summary data
 Principal findings with qualitative descriptions
 Statistical findings and their significance, where appropriate
2d Conclusion - briefly describe:
 Key conclusions
 Implications for clinical practice
 Need for and direction of future research
3e Conclusion
 Describe key conclusions briefly
 Refer to implications for clinical practice and public health
 Describe the need for and direction of future research
 Include a concise statement that encapsulates the significance of the research and its contribution to the field
Keywords 4 Keywords
 Include three to six keywords that identify what is covered in the study (e.g. patient population, diagnosis, or surgical intervention)
 Include study type as a keyword (e.g. cohort study, cross-sectional study, case–control study etc.)
 Include surgical speciality as one of the keywords
 Include study location as one of the keywords
Introduction 3 Introduction - comprehensively describe:
 Relevant background and scientific rationale for study, with reference to key literature
 Research question and hypotheses, where appropriate
 Aims and objectives
Introduction 5a Introduction
By referencing key literature throughout, comprehensively describe:
 Relevant background and scientific rationale for study
 Aims and objectives
 Research question and hypotheses, where appropriate
 Potential impact of research on future clinical practice
 Economic relevance of study to society
5b Guideline citation
 At the end of the introduction, refer to the STROCSS 2024 publication by stating: ‘This cohort/cross-sectional/case–control study has been reported in line with the STROCSS guidelines [include citation]’
Methods 4a Registration
 In accordance with the Declaration of Helsinki*, state the research registration number and where it was registered, with a hyperlink to the registry entry (this can be obtained from ResearchRegistry.com, ClinicaTrials.goc, ISRCTN etc.)
 All retrospective studies should be registered before submission; it should be stated that the research was retrospectively registered
* ‘Every research study involving human subjects must be registered in a publicly accessible database before recruitment of the first subject’
Additional information 12a Registration
 In accordance with the Declaration of Helsinki*, state the unique research registration number and where it was registered, with a hyperlink to the registry entry (this can be obtained from ResearchRegistry.com, ClinicalTrials.gov, ISRCTN etc.)
N.B. All retrospective studies should be registered before submission; it should be stated that the research was retrospectively registered.
*‘Every research study involving human subjects must be registered in a publicly accessible database before recruitment of the first subject’
4b Ethical approval
 Reason(s) why ethical approval was needed
 Name of the body giving ethical approval and approval number
 Where ethical approval was not necessary, reason(s) are provided
12b Ethical approval
 Whether ethical approval was needed or not, stated explicitly
 Reason(s) why ethical approval was/was not needed
 Name of the body giving ethical approval and approval number
12c Informed consent
 State explicitly whether informed consent was obtained, or not.
 State reason(s) why informed consent was/was not obtained
 State the nature of consent (e.g. verbal, written, digital/virtual)*
 The authors must provide evidence of consent, where applicable, and if requested by the journal
 Consent should be provided for both the original intervention/procedure and publication of the study
*If consent was not provided by the patient, explain why (e.g. death of the patient and consent provided by next of kin). If the patient or family members were untraceable, then document the tracing efforts undertaken
4c Protocol
 Give details of protocol (a priori or otherwise) including how to access it (e.g. web address, protocol registration number etc.)
 If published in a journal, cite and provide full reference
12d Protocol
 Give details of protocol (a priori or otherwise) including how to access it (e.g. web address, DOI etc.)
 Give details of protocol registration (e.g. protocol registration number, protocol registry’s name etc.)
 If published in a journal, cite and provide a full reference
 If applicable, detail any amendments made to the original protocol, giving reasons why the changes were made
4d Patient and public involvement in research
 Declare any patient and public involvement in research
 State the stages of the research process where patients and the public were involved (e.g. patient recruitment, defining research outcomes, dissemination of results etc.) and describe the extent to which they were involved.
5a Study design
 State the type of study design used (e.g. cohort, cross-sectional, case–control etc.)
 Describe other key elements of study design (e.g. retro-/prospective, single/multicentred etc.)
Methods:
Study Design
6a Study design
 State the type of study design (e.g. cohort, cross-sectional, case–control etc.)
 Describe other key elements of study design (e.g. retro-/prospective, single/multi-centred etc.)
 Specify the duration of the study, including start and end dates
5b Setting and timeframe of research - comprehensively describe
 Geographical location
 Nature of institution (e.g. primary/secondary/tertiary care setting, district general hospital/teaching hospital, public/private, low-resource setting etc.)
 Dates (e.g. recruitment, exposure, follow-up, data collection etc.)
6b Setting and timeframe of research
Comprehensively describe:
 Specific geographical location
 Nature of institution (e.g. primary/secondary/tertiary care setting, district general hospital/teaching hospital, public/private, l- ow-resource setting etc.)
 Timeline for study, including dates for recruitment, exposure, follow-up, data collection etc.
 Any deviations from the initial study design plan or changes to the timeline during the research, with reasons and implications stated
5c Study groups
 Total number of participants
 Number of groups
 Detail exposure/intervention allocated to each group
 Number of participants in each group
6c Study groups
 Total number of participants
 Number of groups
 Number of participants in each group
 Detail exposure/intervention allocated to each group
 Inclusion and exclusion criteria with clear definitions
5d Subgroup analysis - comprehensively describe
 Planned subgroup analyses
 Methods used to examine subgroups and their interactions
6d Subgroup analysis
Comprehensively describe:
 How subgroups were defined
 Planned subgroup analyses
 Methods used to examine subgroups and their interactions
6a Participants - comprehensively describe
 Inclusion and exclusion criteria with clear definitions
 Sources of recruitment (e.g. physician referral, study website, social media, posters etc.)
 Length, frequency and methods of follow-up (e.g. mail, telephone etc.)
6e Follow-up
If applicable, comprehensively describe:
 Time, length, frequency, location and methods of follow-up (e.g. mail, telephone, with whom etc.)
 Any specific long-term surveillance requirements (e.g. imaging surveillance of endovascular aneurysm repair)
 Any specific postoperative instructions (e.g. postoperative medications, targeted physiotherapy etc.)
6b Recruitment - comprehensively describe
 Methods of recruitment to each patient group (e.g. all at once, in batches, continuously till desired sample size is reached etc.)
 Any monetary incentivisation of patients for recruitment and retention should be declared; - clarify the nature of any incentives provided
 Nature of informed consent (e.g. written, verbal etc.)
 Period of recruitment
Methods: Participant Recruitment 7a Recruitment
Comprehensively describe:
 Period of recruitment
 Methods of recruitment to each patient group (e.g. all at once, in batches, continuously till desired sample size is reached etc.)
 Sources of recruitment (e.g. physician referral, study website, social media, posters etc.)
 Any monetary/non-monetary incentivisation of participants to encourage involvement should be declared (the nature of any incentives provided must be clarified)
 Any challenges encountered during the recruitment processes, including how they were addressed
6c Sample size - comprehensively describe
 Analysis to determine optimal sample size for study accounting for population/effect size
 Power calculations, where appropriate
 Margin of error calculation
7b Sample size
Comprehensively describe:
 Analysis to determine optimal sample size for study accounting for population/effect size
 Power calculations with justifications for chosen statistical power, where appropriate
 Margin of error calculation
 Any associated ethical considerations
Methods - Intervention and Considerations 7a Preintervention considerations - comprehensively describe
 Preoperative patient optimisation (e.g. weight loss, smoking cessation, glycaemic control etc.)
 Preintervention treatment (e.g. medication review, bowel preparation, corrective hypothermia/-volemia/-tension, mitigating bleeding risk, ICU care etc.)
Methods: Intervention and Outcomes 8a Preintervention considerations
Comprehensively describe any preoperative patient optimisation:
 Lifestyle optimisation (e.g. weight loss, smoking cessation, glycaemic control etc.)
 Medical optimisation (e.g. medication review, treating hypothermia/-volemia/-tension, ICU care etc.)
 Procedural optimisation (e.g. nil by mouth, enema etc.)
 Other (e.g. psychological support, physiotherapy etc.)
7b Intervention - comprehensively describe
 Type of intervention and reasoning (e.g. pharmacological, surgical, physiotherapy, psychological etc.)
 Aim of intervention (preventative/therapeutic)
 Concurrent treatments (e.g. antibiotics, analgesia, antiemetics, VTE prophylaxis etc.)
 Manufacturer and model details, where appropriate
8b Intervention
Comprehensively describe:
 Type of intervention and reasoning (e.g. pharmacological, surgical, physiotherapy, psychological etc.)
 Aim of intervention (e.g. preventative/therapeutic)
 Total cost of performing the intervention
 Degree of novelty of intervention
 Any learning required for intervention
 Prevalence or frequency at which the intervention is performed
 Concurrent treatments (e.g. antibiotics, analgesia, antiemetics, VTE prophylaxis etc.)
 Manufacturer and model details, where appropriate
7c Intraintervention considerations - comprehensively describe
 Details pertaining to administration of intervention (e.g. anaesthetic, positioning, location, preparation, equipment needed, devices, sutures, operative techniques, operative time etc.)
 Details of pharmacological therapies used, including formulation, dosages, routes and durations
 Figures and other media are used to illustrate
8c Intraintervention considerations
Using figures and other media to illustrate wherever appropriate, comprehensively describe:
 Details pertaining to administration of intervention (e.g. anaesthetic, positioning, location, preparation, equipment needed, devices, sutures, operative techniques, operative time etc.)
 For pharmacological therapies, the formulation, dosages, routes, strength and durations
 For surgery, any postoperative instruction (e.g. when to remove staples or sutures)
 The degree of novelty for a surgical technique/device (e.g. ‘first in human’)
7d Operator details - comprehensively describe
 Requirement for additional training
 Learning curve for technique
 Relevant training, specialisation and operator’s experience (e.g. average number of the relevant procedures performed annually)
8d Operator details
Comprehensively describe:
 Requirement for additional training
 Learning curve for technique, including how it was evaluated (e.g. number of cases required to reach a defined level of proficiency)
 Relevant training, specialisation, and operator’s experience (e.g. average number of the relevant procedures performed annually)
 Any institutional support that was provided to operators to facilitate their training
8e Setting of intervention
Comprehensively describe:
 Setting in which the intervention was performed
 Level of experience the centre has in performing the intervention
7e Quality control - comprehensively describe
 Measures taken to reduce interoperator variability
 Measures taken to ensure consistency in other aspects of intervention delivery
 Measures taken to ensure quality in intervention delivery
8f Quality control
Comprehensively describe:
 Measures taken to reduce interoperator variability (e.g. regular team meetings, calibration exercises)
 Measures taken to ensure consistency in other aspects of intervention delivery (e.g. data collection)
 Measures taken to ensure quality in intervention delivery
7f Postintervention considerations - comprehensively describe
 Postoperative instructions (e.g. avoid heavy lifting) and care
 Follow-up measures
 Future surveillance requirements (e.g. blood tests, imaging etc.)
8g Postintervention considerations
Comprehensively describe:
 Postoperative instructions and care (e.g. avoid heavy lifting, dietary restrictions etc.)
 Follow-up measures
 Future surveillance requirements (e.g. blood tests, imaging etc.)
 How patient engagement with postintervention instructions will be encouraged and monitored
 If applicable, the criteria for patient discharge from the medical facility
8 Outcomes - comprehensively describe
 Primary outcomes, including validation, where applicable
 Secondary outcomes, where appropriate
 Definition of outcomes
 If any validated outcome measurement tools are used, give full reference
 Follow-up period for outcome assessment, divided by group
8h Definition of outcomes
 Define primary outcomes, including validation with full reference to relevant studies, where applicable
 Define secondary outcomes, where appropriate
 Describe methods or instruments used to measure each outcome, with full reference given if validated
 Describe follow-up period for outcome assessment, divided by group
9 Statistics - comprehensively describe
 Statistical tests and statistical package(s)/software used
 Confounders and their control, if known
 Analysis approach (e.g. intention to treat/per protocol)
 Any subgroup analyses
 Level of statistical significance
8i Statistics
Comprehensively describe:
 Statistical tests and statistical package(s)/software used
 Rationale behind the statistical tests/software of choice
 Confounders and their control, if known
 Analysis approach (e.g. intention to treat/per protocol)
 Any subgroup analyses
 Level of statistical significance
 How the results of the statistical analyses are presented (e.g. P values, confidence intervals, point estimates etc.)
Results 10a Participants - comprehensively describe
 Flow of participants (recruitment, nonparticipation, cross-over and withdrawal, with reasons). Use figure to illustrate.
 Population demographics (e.g. age, sex, relevant socioeconomic features, prognostic features etc.)
 Any significant numerical differences should be highlighted
Results 9a Participants
Comprehensively describe:
 With reasons, the flow of participants (recruitment, nonparticipation, cross-over and withdrawal), using a figure to illustrate where appropriate
 Population demographics (e.g. age, sex, relevant socioeconomic features, prognostic features etc.)
 Any significant numerical differences across groups
 If applicable, the longitudinal changes in participant flow/demographics over time
10b Participant comparison
 Include table comparing baseline characteristics of cohort groups
 Give differences, with statistical relevance
 Describe any group matching, with methods
9b Participant comparison
 Include table comparing baseline characteristics of cohort groups, with statistical data included
 Concisely, highlight the principal, significant findings
 Describe any group matching, with methods
10c Intervention - comprehensively describe
 Degree of novelty of intervention
 Learning required for interventions
 Any changes to interventions, with rationale and diagram, if appropriate
11a Outcomes - comprehensively describe
 Clinician-assessed and patient-reported outcomes for each group
 Relevant photographs and imaging are desirable
 Any confounding factors and state which ones are adjusted
9c Outcomes
Comprehensively describe:
 Clinician-assessed and patient-reported outcomes (e.g. questionnaires with quality-of-life scales) for each group
 Expected versus attained outcomes, as assessed by the clinician*
 Primary and secondary outcomes, as previously defined (Item 8h)
 Details of when the outcomes were recorded (e.g. at how many months/years postoperatively)
 Relevant photographs and imaging are desirable
 Any confounding factors and state which ones are adjusted and how
 Any changes to interventions, with rationale and diagram, if appropriate
*NB: reference relevant literature to inform expected outcomes
11b Tolerance - comprehensively describe
 Assessment of tolerability of exposure/intervention
 Cross-over with explanation
 Loss to follow-up (fraction and percentage), with reasons
9d Tolerance
Comprehensively describe:
 Assessment of tolerability of exposure/intervention within patient groups
 Methods of measuring tolerance/adherence
 If applicable, specific patient perspectives
 Whether these results will have an impact on the long-term applicability of the findings in clinical practice
 Loss to follow-up (fraction and percentage), with reasons
11c Complications - comprehensively describe
 Adverse events and classify according to Clavien–Dindo classification*
 Timing of adverse events
 Mitigation for adverse events (e.g. blood transfusion, wound care, revision surgery etc.)
* Dindo D, Demartines N, Clavien P-A. Classification of Surgical Complications. A New Proposal with Evaluation in a Cohort of 6336 Patients and Results of a Survey. Ann Surg. 2002; 240(2): 205-213
9e Complications
Comprehensively describe:
 Adverse events, classified according to the Clavien–Dindo classification*
 Timing of adverse events
 Precautionary measures taken to prevent complications (e.g. antibiotic or venous thromboembolism prophylaxis)
 Management of adverse events (e.g. blood transfusion, wound care, revision surgery etc.)
 If applicable, whether the complication was reported to the national agency/pharmaceutical company
 If applicable, specify whether any complications were discussed locally and the impact of such discussions (e.g. during team morbidity & mortality meetings)
 State explicitly if there were no complications/adverse outcomes
*Dindo D, Demartines N, Clavien P-A. Classification of Surgical Complications. A New Proposal with Evaluation in a Cohort of 6336 Patients and Results of a Survey. Ann Surg. 2002; 240(2): 205-213
12 Key results - comprehensively describe
 Key results with relevant raw data
 Statistical analyses with significance
 Include table showing research findings and statistical analyses with significance
9f Key results
Describe:
 Key findings, supported by relevant raw data and corresponding statistical analyses with significance
Discussion 13 Discussion - comprehensively describe
 Conclusions and rationale
 Reference to relevant literature
 Implications for clinical practice
 Comparison to current gold standard of care
 Relevant hypothesis generation
Discussion 10a Principal findings
 By referencing key, relevant literature throughout, comprehensively describe:
 Summary of key findings and conclusions
 Rationale behind conclusions drawn
 Comparison to current gold standard of care, current guidelines or similar research
 Implications of findings for future clinical practice and guidelines
 Relevant hypothesis generation
14 Strengths and limitations - comprehensively describe
 Strengths of the study
 Weaknesses and limitations of the study and potential impact on results and their interpretation
 Assessment and management of bias
 Deviations from protocol, with reasons
10b Strengths and limitations
Comprehensively describe:
 Strengths of the study
 Weaknesses and limitations of the study
 Measures taken to overcome the limitations, if applicable
 Potential impact on results and their interpretation
 Assessment and management of bias
 Deviations from protocol, with reasons stated
15 Relevance and implications - comprehensively describe
 Relevance of findings and potential implications for clinical practice
 Need for and direction of future research
10c Relevance and implications
Comprehensively describe:
 Relevance of findings
 Potential implications for future clinical practice and guidelines
 Measures that can be taken to enhance the quality of research study
 Need for and direction of future research
Conclusion 16 Conclusions
 Summarise key conclusions
 Outline key directions for future research
11 Conclusions
 Summarise key conclusions, in a concise manner
 Outline scope for and direction of future research
Additional information 12a-12d Items 12a-12d of STROCSS 2024 correlate with items 4a-4d of STROCSS 2021.
Declarations 17a Conflicts of interest
 Conflicts of interest, if any, are described
Declarations 13b Conflicts of interest
 Conflicts of interest, if any, are described
17b Funding
 Sources of funding (e.g. grant details), if any, are clearly stated
 Role of funder
13c Funding
 Sources of funding (e.g. grant details), if any, are clearly stated
 Role of funder stated
 Guarantor named
17c Contributorship
 Acknowledge patient and public involvement in research; report the extent of involvement of each contributor
13a Contributorship
 Acknowledge any patient and/or public and/or professional involvement in research
 Report the extent of involvement of each contributor, specifically stating what they contributed to (e.g. patient recruitment, defining research outcomes, dissemination of results etc.).
13d Data sharing statement
 Explicitly state whether or not the datasets generated during study are available on request

Table 2.

STROCSS 2024 Delphi scores.

Item 1–3 (n (%)) 4–6 (n (%)) 7–9 (n (%))
1 1 (2.2) 2 (4.3) 43 (93.5)
2 1 (2.2) 2 (4.3) 43 (93.5)
3a 0 (0.0) 2 (4.3) 44 (95.7)
3b 1 (2.3) 5 (11.4) 38 (86.4)
3c 0 (0.0) 5 (10.9) 41 (89.1)
3d 1 (2.2) 4 (8.7) 41 (89.1)
3e 1 (2.2) 4 (8.7) 41 (89.1)
4 5 (10.9) 4 (8.7) 37 (80.4)
5a 2 (4.3) 3 (6.5) 41 (89.1)
5b 1 (2.2) 0 (0.0) 45 (97.8)
6a 0 (0.0) 3 (6.5) 43 (93.5)
6b 1 (2.2) 6 (13.0) 39 (84.8)
6c 0 (0.0) 1 (2.2) 45 (97.8)
6d 1 (2.2) 3 (6.5) 42 (91.3)
6e 1 (2.2) 3 (6.5) 42 (91.3)
7a 1 (2.2) 3 (6.5) 42 (91.3)
7b 1 (2.2) 2 (4.3) 43 (93.5)
8a 0 (0.0) 9 (19.6) 37 (80.4)
8b 2 (4.3) 3 (6.5) 41 (89.1)
8c 1 (2.2) 4 (8.7) 41 (89.1)
8d 2 (4.3) 5 (10.9) 39 (84.8)
8e 2 (4.3) 1 (2.2) 43 (93.5)
8f 1 (2.2) 7 (15.2) 38 (82.6)
8g 1 (2.2) 3 (6.5) 42 (91.3)
8h 0 (0.0) 1 (2.2) 45 (97.8)
8i 2 (4.3) 2 (4.3) 42 (91.3)
9a 0 (0.0) 6 (13.0) 40 (87.0)
9b 2 (4.3) 5 (10.9) 39 (84.8)
9c 1 (2.2) 4 (8.7) 41 (89.1)
9d 2 (4.3) 3 (6.5) 41 (89.1)
9e 1 (2.2) 2 (4.3) 43 (93.5)
9f 2 (4.3) 3 (6.5) 41 (89.1)
10a 0 (0.0) 2 (4.3) 44 (95.7)
10b 1 (2.2) 4 (8.7) 41 (89.1)
10c 0 (0.0) 3 (6.5) 43 (93.5)
11 2 (4.3) 2 (4.3) 42 (91.3)
12a 2 (4.3) 3 (6.5) 41 (89.1)
12b 2 (4.3) 1 (2.2) 43 (93.5)
12c 1 (2.2) 2 (4.3) 43 (93.5)
12d 1 (2.2) 2 (4.3) 43 (93.5)
13a 1 (2.2) 0 (0.0) 45 (97.8)
13b 1 (2.2) 2 (4.3) 43 (93.5)
13c 1 (2.2) 2 (4.3) 43 (93.5)
13d 0 (0.0) 1 (2.2) 45 (97.8)

Items listed correspond to individual sections of the STROCCS guidelines. The scores given by participants of the Delphi exercise range from 1 (strongly disagree) to 9 (strongly agree).

All 45 proposed changes obtained a score of 7-9 by ≥70% of the participants, indicating consensus with all suggested changes to each item. The complete, revised STROCSS 2024 guidelines are shown in Table 3.

Table 3.

The full, revised STROCSS 2024 checklist.

STROCSS 2024 Guidelines
Topic Item Item description Page number
Title 1 Title
 The word ‘cohort’ or ‘cross-sectional’ or ‘case–control’ is included*
 Temporal design of the study is stated (e.g. retrospective or prospective)
 The focus of the study is clearly stated (e.g. population, setting, disease, exposure/intervention, outcome, etc.)
*STROCSS 2024 guidelines apply to all observational studies (e.g. cohort, cross-sectional, case–control, etc.)
Highlights 2 Highlights
 Include three to five bullet points that summarise the key findings of the study
 Provide a brief background to the study, the key results and clinical relevance
Abstract 3a Structure
 Provide a structured abstract that includes the following headings:
 1. Background
 2. Methods
 3. Results
 4. Conclusions
3b Background
 Briefly describe:
 Relevant context
 Scientific rationale for this study
 Aims and objectives
3c Methods
Briefly describe:
 Type of study design (e.g. cohort, case–control, cross-sectional etc.)
 Specification of study design (e.g. retro-/prospective, single/multicentred etc.)
 All patient groups involved, including control group, if applicable
 Exposure/interventions (e.g. type, operators, recipients, dates and time frames etc.)
 Outcome measures - explicitly state primary and secondary outcome(s), where appropriate
 Statistical methods of assessment used, where applicable
3d Results
 Briefly describe:
 Summary data
 Principal findings with qualitative descriptions
 Statistical findings and their significance, where appropriate
3e Conclusion
 Describe key conclusions briefly
 Refer to implications for clinical practice and public health
 Describe the need for and direction of future research
 Include a concise statement that encapsulates the significance of the research and its contribution to the field
Keywords 4 Keywords
 Include three to six keywords that identify what is covered in the study (e.g. patient population, diagnosis, or surgical intervention)
 Include study type as a keyword (e.g. cohort study, cross-sectional study, case–control study etc.)
 Include surgical speciality as one of the keywords
 Include study location as one of the keywords
Introduction 5a Introduction
 By referencing key literature throughout, comprehensively describe:
 Relevant background and scientific rationale for study
 Aims and objectives
 Research question and hypotheses, where appropriate
 Potential impact of research on future clinical practice
 Economic relevance of study to society
5b Guideline citation
 At the end of the introduction, refer to the STROCSS 2024 publication by stating: ‘This cohort/cross-sectional/case–control study has been reported in line with the STROCSS guidelines [include citation]’
Methods:
Study Design
6a Study design
 State the type of study design (e.g. cohort, cross-sectional, case–control etc.)
 Describe other key elements of study design (e.g. retro-/prospective, single/multi-centred etc.)
 Specify the duration of the study, including start and end dates
6b Setting and timeframe of research
Comprehensively describe:
 Specific geographical location
 Nature of institution (e.g. primary/secondary/tertiary care setting, district general hospital/teaching hospital, public/private, low-resource setting etc.)
 Timeline for study, including dates for recruitment, exposure, follow-up, data collection etc.
 Any deviations from the initial study design plan or changes to the timeline during the research, with reasons and implications stated
6c Study groups
 Total number of participants
 Number of groups
 Number of participants in each group
 Detail exposure/intervention allocated to each group
 Inclusion and exclusion criteria with clear definitions
6d Subgroup analysis
Comprehensively describe:
 How subgroups were defined
 Planned subgroup analyses
 Methods used to examine subgroups and their interactions
6e Follow-up
 If applicable, comprehensively describe:
 Time, length, frequency, location and methods of follow-up (e.g. mail, telephone, with whom etc.)
 Any specific long-term surveillance requirements (e.g. imaging surveillance of endovascular aneurysm repair)
 Any specific postoperative instructions (e.g. postoperative medications, targeted physiotherapy etc.)
Methods:
Participant Recruitment
7a Recruitment
Comprehensively describe:
 Period of recruitment
 Methods of recruitment to each patient group (e.g. all at once, in batches, continuously till desired sample size is reached etc.)
 Sources of recruitment (e.g. physician referral, study website, social media, posters etc.)
 Any monetary/nonmonetary incentivisation of participants to encourage involvement should be declared (the nature of any incentives provided must be clarified)
 Any challenges encountered during the recruitment processes, including how they were addressed
7b Sample size
Comprehensively describe:
 Analysis to determine optimal sample size for study accounting for population/effect size
 Power calculations with justifications for chosen statistical power, where appropriate
 Margin of error calculation
 Any associated ethical considerations
Methods:
Intervention and Outcomes
8a Pre-intervention considerations
Comprehensively describe any preoperative patient optimisation:
 Lifestyle optimisation (e.g. weight loss, smoking cessation, glycaemic control etc.)
 Medical optimisation (e.g. medication review, treating hypothermia/-volemia/-tension, ICU care etc.)
 Procedural optimisation (e.g. nil by mouth, enema etc.)
 Other (e.g. psychological support, physiotherapy etc.)
8b Intervention
Comprehensively describe:
 Type of intervention and reasoning (e.g. pharmacological, surgical, physiotherapy, psychological etc.)
 Aim of intervention (e.g. preventative/therapeutic)
 Total cost of performing the intervention
 Degree of novelty of intervention
 Any learning required for intervention
 Prevalence or frequency at which the intervention is performed
 Concurrent treatments (e.g. antibiotics, analgesia, antiemetics, VTE prophylaxis etc.)
 Manufacturer and model details, where appropriate
8c Intraintervention considerations
Using figures and other media to illustrate wherever appropriate, comprehensively describe:
 Details pertaining to administration of intervention (e.g. anaesthetic, positioning, location, preparation, equipment needed, devices, sutures, operative techniques, operative time etc.)
 For pharmacological therapies, the formulation, dosages, routes, strength and durations
 For surgery, any postoperative instruction (e.g. when to - remove staples or sutures)
 The degree of novelty for a surgical technique/device (e.g. ‘first in human’)
8d Operator details
Comprehensively describe:
 Requirement for additional training
 Learning curve for technique, including how it was evaluated (e.g. number of cases required to reach a defined level of proficiency)
 Relevant training, specialisation, and operator’s experience (e.g. average number of the relevant procedures performed annually)
 Any institutional support that was provided to operators to facilitate their training
8e Setting of intervention
Comprehensively describe:
 Setting in which the intervention was performed
 Level of experience the centre has in performing the intervention
8f Quality control
Comprehensively describe:
 Measures taken to reduce interoperator variability (e.g. regular team meetings, calibration exercises)
 Measures taken to ensure consistency in other aspects of intervention delivery (e.g. data collection)
 Measures taken to ensure quality in intervention delivery
8g Postintervention considerations
 Comprehensively describe:
 Postoperative instructions and care (e.g. avoid heavy lifting, dietary restrictions etc.)
 Follow-up measures
 Future surveillance requirements (e.g. blood tests, imaging etc.)
 How patient engagement with postintervention instructions will be encouraged and monitored
 If applicable, the criteria for patient discharge from the medical facility
8h Definition of outcomes
 Define primary outcomes, including validation with full reference to relevant studies, where applicable
 Define secondary outcomes, where appropriate
 Describe methods or instruments used to measure each outcome, with full reference given if validated
 Describe follow-up period for outcome assessment, divided by group
8i Statistics
Comprehensively describe:
 Statistical tests and statistical package(s)/software used
 Rationale behind the statistical tests/software of choice
 Confounders and their control, if known
 Analysis approach (e.g. intention to treat/per protocol)
 Any subgroup analyses
 Level of statistical significance
 How the results of the statistical analyses are presented (e.g. P values, confidence intervals, point estimates etc.)
Results 9a Participants
Comprehensively describe:
 With reasons, the flow of participants (recruitment, nonparticipation, cross-over and withdrawal), using a figure to illustrate where appropriate
 Population demographics (e.g. age, gender, relevant socioeconomic features, prognostic features etc.)
 Any significant numerical differences across groups
 If applicable, the longitudinal changes in participant flow/demographics over time
9b Participant comparison
 Include table comparing baseline characteristics of cohort groups, with statistical data included
 Concisely, highlight the principal, significant findings
 Describe any group matching, with methods
9c Outcomes
Comprehensively describe:
 Clinician-assessed and patient-reported outcomes (e.g. questionnaires with quality-of-life scales) for each group
 Expected versus attained outcomes, as assessed by the clinician*
 Primary and secondary outcomes, as previously defined (Item 8h)
 Details of when the outcomes were recorded (e.g. at how many months/years postoperatively)
 Relevant photographs and imaging are desirable
 Any confounding factors and state which ones are adjusted and how
 Any changes to interventions, with rationale and diagram, if appropriate
*NB: reference relevant literature to inform expected outcomes
9d Tolerance
 Comprehensively describe:
 Assessment of tolerability of exposure/intervention within patient groups
 Methods of measuring tolerance/adherence
 If applicable, specific patient perspectives
 Whether these results will have an impact on the long-term applicability of the findings in clinical practice
 Loss to follow-up (fraction and percentage), with reasons
9e Complications
Comprehensively describe:
 Adverse events, classified according to the Clavien–Dindo classification*
 Timing of adverse events
 Precautionary measures taken to prevent complications (e.g. antibiotic or venous thromboembolism prophylaxis)
 Management of adverse events (e.g. blood transfusion, - wound care, revision surgery etc.)
 If applicable, whether the complication was reported to the national agency/pharmaceutical company
 If applicable, specify whether any complications were discussed locally and the impact of such discussions (e.g. during team morbidity & mortality meetings)
 State explicitly if there were no complications/adverse outcomes
*Dindo D, Demartines N, Clavien P-A. Classification of Surgical Complications. A New Proposal with Evaluation in a Cohort of 6336 Patients and Results of a Survey. Ann Surg. 2002; 240(2): 205-213
9f Key results
Describe:
 Key findings, supported by relevant raw data and corresponding statistical analyses with significance
Discussion 10a Principal findings
By referencing key, relevant literature throughout, comprehensively describe:
 Summary of key findings and conclusions
 Rationale behind conclusions drawn
 Comparison to current gold standard of care, current guidelines or similar research
 Implications of findings for future clinical practice and guidelines
 Relevant hypothesis generation
10b Strengths and limitations
Comprehensively describe:
 Strengths of the study
 Weaknesses and limitations of the study
 Measures taken to overcome the limitations, if applicable
 Potential impact on results and their interpretation
 Assessment and management of bias
 Deviations from protocol, with reasons stated
10c Relevance and implications
Comprehensively describe:
 Relevance of findings
 Potential implications for future clinical practice and guidelines
 Measures that can be taken to enhance the quality of research study
 Need for and direction of future research
Conclusion 11 Conclusions
 Summarise key conclusions, in a concise manner
 Outline scope for and direction of future research
Additional information 12a Registration
 In accordance with the Declaration of Helsinki*, state the unique research registration number and where it was registered, with a hyperlink to the registry entry (this can be obtained from ResearchRegistry.com, ClinicalTrials.gov, ISRCTN etc.)
N.B. All retrospective studies should be registered before submission; it should be stated that the research was retrospectively registered.
*‘Every research study involving human subjects must be registered in a publicly accessible database before recruitment of the first subject’
12b Ethical approval
 Whether ethical approval was needed or not, stated explicitly
 Reason(s) why ethical approval was/was not needed
 Name of the body giving ethical approval and approval number
12c Informed consent
 State explicitly whether informed consent was obtained, or not.
 State reason(s) why informed consent was/was not obtained
 State the nature of consent (e.g. verbal, written, digital/virtual)*
 The authors must provide evidence of consent, where applicable, and if requested by the journal
 Consent should be provided for both the original intervention/procedure and publication of the study
*If consent was not provided by the patient, explain why (e.g. death of the patient and consent provided by next of kin). If the patient or family members were untraceable, then document the tracing efforts undertaken
12d Protocol
 Give details of protocol (a priori or otherwise) including how to access it (e.g. web address, DOI etc.)
 Give details of protocol registration (e.g. protocol registration number, protocol registry’s name etc.)
 If published in a journal, cite and provide a full reference
 If applicable, detail any amendments made to the original protocol, giving reasons why the changes were made
Declarations 13a Contributorship
 Acknowledge any patient and/or public and/or professional involvement in research
 Report the extent of involvement of each contributor, specifically stating what they contributed to (e.g. patient recruitment, defining research outcomes, dissemination of results etc.).
13b Conflicts of interest
 Conflicts of interest, if any, are described
13c Funding
 Sources of funding (e.g. grant details), if any, are clearly stated
 Role of funder stated
 Guarantor named
13d Data sharing statement
 Explicitly state whether or not the datasets generated during study are available on request

Discussion

Since the inception of the STROCSS guidelines in 2017, they have amassed over 3200 citations. This is a testament to their great acceptance within the surgical research community. We now present the updated STROCSS 2024 guidelines: a standardised framework for observational research reporting in surgery.

Past studies have demonstrated that most surgical journals still do not implement rigorous reporting checks or guidelines for authors2. However, analysis has indicated that adherence to comprehensive reporting guidelines leads to significant improvements in manuscript quality and reporting completeness5,6. As such, we strongly encourage authors, editors, and journals across surgical disciplines to broadly adopt the updated STROCSS 2024 guidelines.

Furthermore, we strongly advise authors to explicitly state their use of and reference the STROCSS 2024 guidelines in their introduction section. They should also submit a completed STROCSS checklist together with their manuscript to assist editors when evaluating alignment with the guidelines during the submission review process. Table 3 constitutes the full and revised STROCSS guidelines, together with a column in which the author can state the page number on which the criterion was met in their submission.

The STROCSS website (https://www.strocssguideline.com/) has made the 2024 checklist available across various formats to promote accessibility and facilitate adoption. We must emphasise that these guidelines represent the minimum detail that should be reported: if something was not done, it should be stated, to aid transparency.

Collective and systematic uptake of STROCSS 2024 by authors, reviewers, editors, and publishers promises to elevate the calibre, translational value, and clinical applicability of observational research in surgery.

Conclusion

We present the updated STROCSS 2024 guidelines. Adoption within the surgical research community of authors, reviewers, editors, and medical journals is strongly encouraged. We urge surgical research stakeholders globally to implement these guidelines when conducting, evaluating, and disseminating observational findings, driving continual improvements in evidence-based patient care.

Through the Delphi consensus exercise and the integration of recent advances in reporting standards, the STROCSS 2024 guidelines were systematically developed to uphold the highest standards for reporting observational research in surgery.

Ethical approval

Not applicable. No patients were involved in the production of these surgical guidelines.

Consent

Not applicable. No patients were involved in the production of these surgical guidelines.

Sources of funding

None.

Author contribution

R.A.A.: concept and design, data interpretation and analysis, drafting, revision and approval of final manuscript; R.R., C.S., A.K., T.F., G.M., and M.N.: design, data collection, data interpretation and analysis, drafting, revision, and approval of final manuscript.

Conflicts of interest disclosure

None declared. The authors have no financial, consultative, institutional, or any other relationships that might lead to bias or conflict of interest.

Research registration unique identifying number (UIN)

  1. Name of the registry: not applicable.

  2. Unique identifying number or registration ID: not applicable.

  3. Hyperlink to your specific registration (must be publicly accessible and will be checked): not applicable.

Guarantor

Riaz A. Agha. E-mail: riaz@ijspg.com

Data availability statement

The data in this guideline is derived from individual responses to the survey and is therefore confidential and not in the public domain.

Provenance and peer review

Not commissioned, internally reviewed.

Collaborators

[1] Salvatore Giordano, Turku University Hospital/University of Turku, Finland. [2] Rolf Wynn, UIT The Arctic University of Norway, Norway. [3] Juan Gómez Rivas, Hospital Clinico San Carlos, Spain. [4] Todd Galvin Manning, Bendigo Health, Australia. [5] Shahzad G. Raja, Harefield Hospital, United Kingdom. [6] Indraneil Mukherjee, Staten Island University Hospital/Northwell, United States. [7] Veeru Kasivisvanathan, University College London, United Kingdom. [8] C S Pramesh, Tata Memorial Centre/Homi Bhabha National Institute, India. [9] Mushtaq Chalkoo, Govt. Medical College Srinagar Kashmir, India. [10] Mohammed Bashashati, Dell Medical School/The University of Texas Austin, United States. [11] Salim Surani, Texas A&M University, United States. [12] Prathamesh Pai, Punyashlok Ahilyadevi Holkar Head & Neck Cancer Institute of India, India. [13] Burcin Ekser, Indiana University School of Medicine, United States. [14] Benjamin J Challacombe, Guy’s and St Thomas’ Hospitals and KCL, United Kingdom. [15] Huseyin Kadioglu, Yeniyüzyil University Department of General Surgery, Türkiye. [16] Mangesh A Thorat, 1. Queen Mary University of London, London, United Kingdom 2. Guy’s and St Thomas’ NHS Foundation Trust, United Kingdom 3. Faculty of Life Sciences & Medicine, King’s College London. [17] Joerg Albrecht, Cook County Health, United States. [18] Kandiah Raveendran, Fatimah Hospital, Malaysi. [19] Iain Nixon, University of Edinburgh, United Kingdom. [20] Patrick James Bradley, Nottingham University Hospitals, Nottingham, United Kingdom. [21] Alessandro Coppola, Department of Surgery, Sapienza University of Rome, Italy. [22] Oliver J Muensterer, Dr. von Hauner Children’s Hospital, LMU Munich, Germany. [23] Zubing Mei, Shuguang Hospital/Shanghai University of Traditional Chinese Medicine, China. [24] Roberto Coppola, Fondazione Campus Bio Medico, Italy. [25] Ashraf Noureldin, Almana Hospital Khobar, Saudi Arabia. [26] James Ngu, Changi General Hospital, Singapore. [27] Somprakas Basu, All India Institute of Medical Sciences, Rishikesh, India. [28] Teo Nan Zun, Changi General Hospital, Singapore. [29] Andrew J Beamish, Swansea University Medical School, United Kingdom. [30] Michele Valmasoni, University of Padova, Italy. [31] Diana Miguel, Champalimaud Foundation Clinical Centre, Portugal. [32] Duilio Pagano, IRCCS ISMETT UPMC Italy, Italy. [33] M Hammad Ather, Aga Khan University, Pakistan. [34] Ashwini Rao, Manipal Academy of Higher Education, Manipal, India. [35] James Anthony McCaul, Queen Elizabeth University Hospital, Glasgow, Scotland, UK, United Kingdom. [36] Prabudh Goel, All India Institute of Medical Sciences, New Delhi, India. [37] Richard David Rosin, University of the West Indies, Barbados, Barbados. [38] Samuele Massarut, Centro di Riferimento Oncologico di Aviano IRCCS Italy, Italy. [39] Priya Shinde, Homerton Hospital, United Kingdom. [40] Syed Ather Enam, Aga Khan University, Pakistan. [41] Raafat Yahia Afifi Mohamed, Cairo University, Egypt. [42] Priyadarshan Anand Jategaonkar, 1. Jawaharlal Nehru Medical College 2. Acharya Vinoba Bhave Rural Hospital, Maharashtra, India. [43] Achilles Thoma, McMaster University, Canada. [44] Baskaran Vasudevan, MIOT Hospital, Chennai, India. [45] Roberto Klappenbach, Hospital Bicentenario de Esteban Echeverria, Argentina. [46] Gaurav Roy, Sir Ganga Ram Hospital, India.

Footnotes

Sponsorships or competing interests that may be relevant to content are disclosed at the end of this article.

Published online 4 March 2024

Contributor Information

Rasha Rashid, Email: rasha.rashid20@imperial.ac.uk.

Catrin Sohrabi, Email: catrin@ijspg.com.

Ahmed Kerwan, Email: akerwan@hsph.harvard.edu.

Thomas Franchi, Email: thomas.franchi@ouh.nhs.uk.

Ginimol Mathew, Email: ginimol.mathew.13@ucl.ac.uk.

Maria Nicola, Email: maria.nicola@nhs.net.

Riaz A. Agha, Email: riaz@ijspg.com.

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Associated Data

This section collects any data citations, data availability statements, or supplementary materials included in this article.

Data Availability Statement

The data in this guideline is derived from individual responses to the survey and is therefore confidential and not in the public domain.


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