Download - eSlate'* Electronic Voting Systemblackboxvoting.org/docs/hart/hart-eslate-boss-training-manual-BOSS... · HART intercivic eSlate'* Electronic Voting System Bnu-or Onlclrunnoru SornruaRE

H A R Ti n t e r c i v i c

eSlate ' * E lec t ron ic Vot ing System

Bnu-or OnlclrunnoruSornruaRE SYSTEMTnaIruIruG MANUAL

BOSS Version 2.8

-From Black Box Voting Document Arcives-

BOSSTM

BOSS Version # 2.8

lnformaJon belonglng excluslvely to Hart lntorclylq lnc,No parl of this publlcaflon may be r€producod, stored in aretigval system, or trangmfttd in any torm or by arry m6anselectnonlc, m€chanlcal, phobcoplod, record€d, or othorwlse

written p€rmission of Hart InlErCMc. Inc.

T-17, Revislon L7

Hart lntorcMc. tnc. @ 2001All Rights Ros€ruad


BOSS Tralnlng Manual

Tabl6 ol Contents

TnaIe or CONTENTS

BOSS MenBOSS Fleld Limits .........................9BOSS User Privlleges............ .....10Sequential Steps for Creating an Election in 8OSS.......11

Course Iabus

BOSS Operator TralningBOSS Operator Training

Course Content Ghart.,...........12Course Outline ........................ 1 3

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Table of Contents

Appendix A: Glossary of TermsAppendix B: lnformation, Confirmation, Error, and

Appendlx C: Accents for Second Lan9ua9e...................23Appendix D: Tips and Trlcks ,...,,24Appendlx E: Gopying a Database Fonrard

Clean lng .wav Hlad.Mlcrapttone ContolCloanlng .wav Flled$ound Recorder

Appendix G; Creating and lmportingNon-Audio Fi1es.......,.. .................35

Baslc

Creatw an Equtpment UetExample EqulpmentLlst Fl16...................,..........,...-............., 42

lmportlng Preclncfs and Pol ng Plac€ohFofing S'd|'eContes'slmpoddg Eq/flp/|nentF eB 45qea ng hpon Flles ln MS Access

Appendix H: Backing Up Election DatabasestoaGD '-..,.......,...,....' 56Appendix l: Ballot Creation Worksheet ........69Appendix J: Outline for BOSS CourseExercises Election...,. .....,....,.......20Appendlx K: Sample JBC/MBB Tracking Log.................72Appendix L: Sample MBB Labels .......................,............73Appendix M: Course Self-Check List............. ..................24

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lntsoducdon

l ru rnopucr roNWhat is BOSS?

Ballot Origination Softtrare System (BOSS) is a software application that accepts userinplrt ot jurisdictional and el€ction specific information. BOSS is a Windows-basedprogram and uses a commercid database produc,t to store and manipulate data. Theballot gen€ration tsature ot BOSS creates electronic ballot styles based on thejudsdictional and elec'tion specific informatlon supplied by tho user. Ballot generationcreat€s a singlo data file that is used to conduct ths election at any polling location. TheeSlatem proprietary data file is written to multiplo PC card memory devices calledMobile Ballot Boxos (MBBS) rM. MBBS are transported to various potling locationsthroughout ths county. Each MBB contains the same information so that they can beused in any location. In a polling place, the MBB is used to configure ths Judge's BoothControllers (JBCs) and connec'ted eslates, and to configure Ballot Now for pap€r ballots,should that option be used. The MBB supplies ballot data for the election, Tallyru usesths came MBBS from tho deptoyed JBCs and from Ballot Now to retum the ballot imagescaptured to El€ction Headquartsrs for tabulation. Once BOSsro generates the file forthe MBB, the BOSS database becomes locked so that no more changes can be mad€,thus protecting the integrity of th€ MBB data file. The BOSS database is subsequentlyused to initialize the Tally database.

This Document:This Document is a training manual designed to guide operator training, and it is meantf,or uss in conjunction with the Ballot Origination Software System (BOSS) OperationsManual. This training manual is meant for both initial training with Hart IntercMc tralningspecialists, and as a reference to supplemgnt the operations manual onca training iscomplote.

Course Oblectives:Through this murse trainees will create ballots uging BOSS. These ballots will be readyto run on the suite of products aviailable in the eslate Elestronic Voting System.

Take Note:Allstepg that refer to a button or menu on the BOSS screen have tho buttonin bold (i.e.: Sarre, Close, OK).All step6 that refer to a key on the keyboard have lhe key underlined (i.e.:g!, shn,Edeo.All steps that refer to a mouse cfckhave the wordas) italicized (i.e.: click, rightclick, double clicl<). The word click refers to a left click.

4 ffil refers to the BOSS Op€rations Manual. Please refsr to theOperations Manual for more detailsd information & troubleshooting.

A g points to a reference to anothsr step or area within the BOSS Training

Manual with moro information regarding this topic.e For a Gloesary ot Terms seo paga 10. For Tlps & Trlcks see page 24.

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BOS Trainlng Manual

6late Data Flowchart

eSLATE Dare FlowcunRr

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BOSti Tralnlng Manual

The BOSS Wlndow

Tne BOSS Wt t tDow

B{f$ ntb Bst

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BOSS M6nus

B O S S M e n u s

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BOSS Fleld Umlts

BOSS Fte lo Lnurrs

Page IHart tntercMc, Inc.



BOSS User PrMleg€s

B o s s U s e n P n T v T L E G E SAdministEtors and Op€rators login to the BOSS application by typing a User tD(usemame) and password after opening BOSS.

It is recommended that the user cunently logged in:> Stay at the computer while running the application,> Exit the application if dhe steps atday from the system.

An administrator sets user prMleges. See the BOSS Operations Manual for direc.tionson setting us€r prMlsges. The following charts show user pfMlegss for BOS9 functiongand Admin menu commandg:

BOs6Funcfron VlawCreate Daiab€s€s No No Yes

( Databases Yes No YesNo No Yes

Prir* Reoorb Yes Yes Yes

Yes Yes Yes

l Usels No No Y6

Pag€ 10Han lnteroMc, lnc.


BOSS Tralnlng ManualBO$ Seguentlal Sleps tor Creatlng an Electlon ln BOSS

SeoUENTTAL Sreps Fon Cnre r rNc AN E lec r ront N B O S S

$@ More htanrdtlon1. Create an Election Databaso. Under the Adminisfation Menu2. ODon the Election Database. Under the File Menu3. Define th€ Election's Type, Date,

and Title. Undor the Election Menu

Detine the Jurisdictlon intormation.> lmporting Precincts and Polling

Plac6 is covered in theAdm inistration Menu (eseepage,f,l).

Undsr the Election MenuDsfining the Judsdiction includos:

> Jurisdiction Namo,> Precincts,> Type of ballot rotration,

Contest tiues in English and which precincts will use them,Polling Places,Rules.

5. Assign the precincts to pollingDlaces. Under the Election Menu

6. Defin€ th€ Political Parti€s. Defining the political party titles for active cutests is th6"[4aintaining Parties' menu item under the Adminigtration monu.

7. Dsfine contest titls in secondlanouaq€. if nocessary. Under the Administration Menu

8. Defins the candidates and votingootions for contestg. "Active Contests" under the Election Menu

9. Proofraad the available ballotrepons.

Ballot R€ports should be printed bofore gonerating the ballotformat so you can proof and conect errors.

10. Record audio strings for DAUrueSlates.

Add audio belore generating the ballot. Elport all audio beiorewriting an MBB."Audicf is under the Administration menu.

1 1. E@rt all audio and save databaseto CD (optional measures).

e For diroc'tions on how to export audio 6@ page 29.€ For directions on how to save to CD ses oase 56.

12. Generate the ballot formats,including paper format if you areuslnq Ballot Now.

13. Cr@te ths Mobile Ballot Boxes(MBBS) tor use in the JBC, DAUeslates. Ballot Now. and Servo.

Under the Electlon Menu, create 1 MBB for each JBC, I MBB forBallot Nou at least 1 MBB for Servo, 1 DAU card for each DAUeSlate, and 2-10"/o exc€ss MBB and DAU cards tor emerqencies.

14. Lock for Tallv. Under the Administration Menu

15. Pdnt Audn Trail and Polling PlacesReports.

The Audit Trait report gives a record of opsrator ac{ions, and thePolling Places Fleport is useful when gMng instructions to JBCoperalors who are entering Polling Place l.D.s.

16. Verify that the MBBs contain therequired information in the desiredformat.

Test the Tsst MBBS in the eslate polling place system and/or withBallot Now. Conducl Logic & Accuracy Test, if applicable.

17. lf nec€ssary, copy the BOSSdattabase foruard, @nect enors,and r€tum to steD I in this list.

€ See Copyfng a BOSS Database Fotward, page 27.

18. Backup the BOSS database bycoDt inq it to a CD-B. F Sae BacKng Up Etectlon Databds to a CD, page 56.

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BOSS Trainlng Manual

EGF Oparaler Inhlg Cour€e Oilna

B O S S O p e R A T o R T R A I N I N G C o u R s eOur l t n e

Estlmabd Tlme: 2 days

Audl€ncs: Boss Data Entry Speialists, Elestlons Officials

ObJc$ves: This course introduc€s the BOSS program and lakes the trainee throughthe steps for setting up the ballot.

Beneffts ol BOSS: The eSlate Ballot Origination Software System, BOSS, requires onlydaia entry and menu selsctions to ?rogram" an election. No sottware programming isrequired. Furthermore operators may uso cuvcopy and pasto and importing shortcutg tomake the process even simpler. There is no need to rebuild databases once a genericele€iiron database is saved. Databases can be copied forward and modified tor tutureelections.

Manuals: BOSS Op€rations Manual, BOSS Training Manual

OthEr Materlals: El@tion Organization outline tor reference

Modulea:1-6

Prerequlstta: Hands-on demonstration with the eSlate. Traino€s will uss the system asif they are \oters", if time and equipment availability allow.

Tgachlng Polnts:F Module 1: Gettlng Shrted

> System Ovaruiew and Benetits to Trainees, and Course Objectives> eslate EVS data tlowchart, BOSS window, BOSS menus> Opening BOSS> Creating & Opening a BOSS database> Deleting a BOSS databaso) Election Definition Menu Option:

P TYPe> Datetr Elotion Tftle

tr Exerclse't,1: Creata a Databass, Define ths Election, and Openthe Database. lnclude a second language, if applicable. Namsthe databass with the county and elec,tion type. Name thecounty with your last namg (for gxampl6: Flintstone County). Theelection typ6 is general.

Hart InterCMc, Inc.



E6On€t4.r:f'a|ilq Car[€oAilne(.sro,)> Modulo 2: Jurlsdlctlon Deflnltlon and Polllng Plac€s

> Jurisdiction FormF Set the Jurlsdiction Titte for Ballotstr Set ths State> S€t the Ballot lnstructlons for €Slate and Ballot Now

> Precincts FormD Adding Pr@lncls> Splitting Precincts> Consotidaiing PrecinctsD Mwing & Doleting Precincts

> Rotation Form> No Rotation> Equal Time Fotation> Rotation By Pr€cinct

) Contesls FormD Adding a Contet> Assigning a Pr€cinc[D Flemoving a Preinct> Adding BanotToxt> Deleting a Conte8t or Ballot Text

) Polling Places FormD Adding Polling PlacesD Deleting Polling plaoss

> Rules Form> Choose to use party nam6s or abbreviatlonsD Set check box options> Enter Wrtt+ln te)dD Detine # of minutes Access Code is ac,tlve> Set passwords

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EO€S qnerator ltalnfi€ Aeuso @d[no (aorlt,)> Precinc'ts for Polling places Menu Option

D Adding/Hemoving polling placas to Election DayD Adding/Removing polling places to Early Voting> Assigning Pr€cincts to Polling Placss

> Party Mainisnance (Ad61ni"to,ton Menu)> Secud Language for Contests (Administration Menu)

El Exerclse 2,'l: Set up Jurlsdiction and twelve precinsts for yourelec.tion. After you've defined twelve precincts; Split one precinct.Consolidate t!vo. Delete one. Make c€rtain to include eslateBallot Instructions and Ballot Now Ballot lnstructions.

tr Exerclse 22: Set the Rotation Type to match your state'srequirements.

tr ExErclse 2.3: Enter eight contest names. Make cortain turo otthe contests can be defined as propositions later on (i.e.:"Raferendum on Stadium lssue" or "Highland County Question*1"). lnclude at least one Ballot Text "contesf.

E Exerclso 2.4: Set up ten polling places for the election. Sei upthe rules to allow abbreviations, no second language, noincumbent indicators, no delegats, write-in text, thirty-minutgactke access code, no rsmole phone number, and nopa$words.

tl Exerclso 2"5: Assign precincts to polling places. Set up eacipolling placa to accept votsrs from all precinc,ts for early voting.Set up each polling place to accept only one or two pr€clncts onElection Day. Make csrtain all precincts are assigned to a pollingplace.

Il Exorclse 2.6: Go to the Administration menu, Party Maintenanceoption, and define the political parties for this el€c,tion. Addsecondary language for @ntests, ff applicable.

Module 3: Actlvg Contests (Set Party Malntenanco Flrst)> Contest Types

D Editing the Ballot Instruction header & Ballot Ta)nD Editing Active ContsstdActive Corns$ Maintananc€ WindowD Defining Dopendent Contesls> Deactivat€/Activate a contsstD Re-sequenco Contests> Forcing Contest Positions> Add/Delete Candidates or ChoicesF Add/Del€te Delegates

tr Exsrclse 3,'l: Set up your contest options. Remember, two arepropositions. No Dependent Contssts. Set at l€ast one contestup with wite-ins. Gtve the Ballot lnstructions (lnstruction Note) acustom header. Include some Custom Ballot Text that is specificto one of the contests. lnclude Ballot Rotation, as applicablo toyour state guidelines. Do not add candidates yet (onty completethe top ponion ol the "Actfue Contestg" window.)

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Bo$loperal?rlrctntrg eaurtE O{lho (8nf,l) Mdule 3, contlnued:

E Exerclse 3.2: Add candidates to the defined oftic€ contests.Include Party affiliation, whero approprhte. Add choi@s to theproposition contsts. Add Delegates to one office contesfscandidat€s.

) ModulE 4: Ballot Reports> Viewing and Printing Reports (proofreading)) Listing of Available Reports

E ExErclse 4.1: Proofread your ballots from the A€tivo Contest UstRoports (all 4) and the Polling Place Ust Reports (as applicable).

F Module 5: Audlo & Ballot Formats) Recording Audio

tr Searching for a Text Sfingtr Exportingilmponing Audio Slrings> G€nerating Ballot Formats for eslate and Ballot Now> Adding page numb€r and write-in audioD Viewing more reports/proofreadingD WritingMBB/DAUCards

El Exerclse 5.1: Add audio to your ballot.E Erqrclse 52: Gensrate eslate PVSIM and Ballot Now ballots.E Exercleg 5.3: Write an MBB in Test Mode. Write 2 MBBS and a

DAU in Election Modo. Print a Media Production Ust Report.Complete the JBC/MBB Tracking Log, Appendix c.

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BeESqn€lqrorlralnhgCowaoO$tl|s(?ont)) Module 6: AOSS Admlnl8trallon Tasks

> User PrMleges> Election Related Tasks

F Party Maintenance> Detining the secondary language for the contestsD Recoding AudioD lmport a previously creat€d file for precincts> lmport a previously created fils for pol{ing placesD lmport a previously creatod flle for states> lmport a previously creatsd file for equipment.

> Non-Election Flelated TasksD Passuord TipsD Changing a Password> Users Maintenanc€ (Creating user6 & dofining authorizalion)> Viewlng Audit Trail Fleports

> Locking the database for Tally> Back up the BOSS database to a CD-R after locking for Tally.

E Exerclso 8.1: lmport state, precinct, and polling place data to answ sleoiion.

E Exgrclse 6.2: Administrative users, add yourself as a new user.Delete the origlnal user. Add othar op€rstors as usgrs, gMngthem appropdate prMleges. View the Audit Trail Report.

tr Exerclss 6,3: Lock the database just created for Tally. Takenote of the database file path! Back up ths BOSS database to aCD.R.

> Revlew Appondlces and Dafs lssono> Appsndices:

D Glossary of TermsD lnformation, Confirmation, Enor & Waming Messages> Accents tor Secpnd LanguagaD Tips and TricksD Copying a Database ForwardD Audio - Exporting, lmporting, and Cleaning .wav Files> Creating and lmporting Non-Audio FilesD Backing Up Election Databases to a CD> Ballot Creation Workshoet> OrJtline for BOSS Course Exercises ElectionD Sampte JBC/XIBB Tracking Log> Sample MBB Labelstr Courss Seff-Check Usl

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oendix A: Glossary of Terms,Tenr )ACCESCODE A fourdigit numbor given to each voter from the JBC. The ACCESS

CODE tells the eslate system which ballot style (precinct) to displayto the voter.

ACCESS@DESummary

A JBC report that is printed when polls are closed on Election Day. ltlists the number of ACCESS CODES issued, voted, sxpired, andcanceled.

Alphanumerlc A fisld type. Means that ths field can contain both letters ialpha) andnumbers (numeric).

Amorlcans'wlthDlsabllltles Act(ADA)

A 1990 federal act, Public Law 101-336, that stablishedcomprehensive standards for the troatment of persons withdisabitities in emplojrment, public accommodations, and otherprograms, includinq those ooeratd bv stale and local qovemments.

ASGllflle Amsrican Standard Code for lnformation lnterchange. Files that, bythelr formatting, are easier to transfer between difiereni tt,pes andver€ions of cornputeE. Also called tex files'.

Audlt Trall Information that allows the €lec{ions office to view the steDs thatoccuned on the squipment included in an election to verii the stepsand proc€dur@ followed wtthorJt compromising \oter orivacv.

Ballot Format The arangement ol the ballot created in BOSS. Ballots may beformatted for the eslate PVS or for Ballot Now.

Ballotlnstructlons

Instructional tel that appears at the top of ths ballot. There are twoseparate typ6s of Ballot lnstructions: (1) PVS (for the eSlato PVSsysiem) and (2) Ballot Now.

Ballot Nolu n The eslate EVS software application that prints pap€r ballots ondemand and then digitally images the voted ballots to save fordeliverv to TalM

Ballot Style The specific ballot creatod by precinct assignments to contests inBOSS.

Ballot Texi Instructional text embedded in the ballot. Ballot Text is usually usedto identifu a ssstlon of the ballot

BOSSTI, Ballot Origination Software System. This is the software that buildsan election dalabase and writes multiple ballot styles. BOSS is usedto create the MBB and DAU cards that drive PVS and Ballot Nowm.

Contest A choice to be made on the baltot. Also known as race€, offices,issues, roferendums, and questions.

Cast VoteRecord fCVF)

Electronic version of each vote cast, reflecting a ballol trom eachvoter.

CnFtd Reporb An off-th+shelf repon formatting software application tor daiabase-centered products.

Cumuladve(ACCESScoDE)Summary

A summary on the JBC Suspend Report or Daily Detail report thatlists the ACCESS CODES issued, voted, e)qired, and canceled forthe entire session of Early Voting.

mbaBs A storago point for inlormation (data).

Appendlx A Glossary ol Terms

A p p E N D I c E S

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Appendlx A Glossary ot Tsrms (cont ), Daflnftlan

CfdlcRedundancyCheck

A continuous test of each transfer of data lvithin a system to insuroihat ths data rscsived at the end ol the transler is the same as thodata originated by the sourc€.

Itally DetallReport

A JBC report that can bs printed out when polls are suspended inEarly Voting. This r€port lists the number of ACCESS CODESissued and voted by precinct, as well as Daily (ACCESS CODE)Summary and Cumulativ€ (ACCESS CODE) Summary Reporb.

Dally(AGCESScoDE)Summary

A summary on the JBC Suspend Report and Daily Detail report thatlists the ACCESS CODES issued, voted, axpirsd, and canceled foronlv lhg curent day ol Early Votinq.

Iralsy Chaln Items connectd in a s€rios. Tho estates ar6 daisy chainsd, one toanother, with one plugqing into the JBC.

DAU card The PC card that enables the DAU sslate to carry audio andrespond to the specialty input dovices. Also called an "Audio Card'.

DlsabledAccaos Unltru(DAu)

An eslate that includes a PC card module. A PC card is insertedinto this module so that voters with disabiliues can voteindependently and privately, listening to the ballot rvith headphonesand/or interaciing with tho ballot using tactile input switches or a sipand puff device. Also called the'DAU eslater.

Dh€ci RecordElectronlc{DRE)

The election industry term for an electronic machine at which a votercan view and vote a ballot.

ElectlonldentlllcadonReport

A report that the JBC prints when the polling plac€ lD is s€lected.The report contains the cunont date and time, iurisdiction name,elec'tion name, elec,tion date, polling placa, and number ot precinctsenabled.

eslaioUnft

A Hart lrtotcivic electronic voting input device without audlocapability. An elec'tronic ballot is presented on this unit.

eslat6ElectronlcVodng Sl'8tem(EVS)

The entire system from EIOSS to Tally. lncluds: BOSS, the PrecinctVoting System (eseo eslate Preolnct Vodng System), Ballot Now,and Tally. Also called EVS or eSlate EVS.

eslate PrcclnctVotlng Systam(Pvs)

Thce components of the eslate EVS that are required for electionactivitieg at indMdual polling places. The PVS includes: JBCs,eSlates, DAU eSlates, MBBs, and all accessories tor polling placsyoting.

Fleld An area available for data entry in a software application, like BOSSor Tallv.

Flrmware Computar programs installed permanently in a hardware device thataltow data to be read and a program to be executgd, but for whichalterdions of the data or the proqlam are not Dermitted.

Fla6h Memory Flash memory is rgprogrammable, read only memory and is used inPC cards or MBBS. Flash Memory does not require continuouselectric power to opecrts. lt is a systsm that can store more dataand work faster than a tradftional floppv disk.

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Appendlr A: Glosary ot Terms (conl)

Judge's BoothController(JBC)

Ths control unit o{ the sslate PVS, through which a poll workerdistributes electronic ballots to the eslate and DAU eshte.

JBC lnltlallzedReport

A report printed from the JEIC any tims the system is powered on.sslfdiagnostic test is run on the systam, and ths result is indicatedas "*PASS* on the reoort,

A

Jurledlctlon A precinct or group of precincts manaqed by a sinqle orqanization.Loglc andAccuracy Teet(LAA)

ln the context of an election, a lest to check the accuracy of a pieceof voting quipment. lt is accomplished by feeding test ballots forwhich the results are akeady known (i.e., a lest deck") through theballot counting system and comparing the resulb wtth the exp$tedreults.

MobllE EallotBox(MBB)

A PC card thal holds all of the ballot information for the eSlate EVS.An MBB is ptaced in the JBC unit, and an MBB is used ln the BallotNow computer. Cast Vote Recods are stor€d on MglBs.

Nets,o|kConnguratlonR€oort

A report printed on the JBC aftsr booths are assigned. The reportcutain€ tha sgrial number, software vorsion, PUB count, and PvTcount for the JBC and each eSlate unit.

PC Card A piece of hardwar€ about the size of an ATM card. lt is aninformation storage device, similar in function to a floppy disk. lt isalso called a "PCMCIA'card. ln the eslat€ Electronic Voting S!€tomit is called a Mobile Ballot Box (MBB)

Party A political party. For €xample, Democrat or Fepublican.Polllng Place Where voters physically go to voto. A singte polling place, during

early voting, can support multiple precinctrg.PUE Count A six-digit numb€r, shown on the Natwork Configuration Reporl from

the JBC that indicates hou, many votes have b€€n counled on thatmachino for the cunent election.

Preolnct Aiurigdiqtio! subdMslon for eleclion purposes.ProvlslonalVotEr

A voter who may not meet the qualifications for voting at that pollingplaca, but is allowsd to vote on a 'provisional ballof under conditionsby stats election [aw. Becaus€ lhe voter is "provisional', hislher ballotmust bs retrievable by eloc,tion officials under certain conditions thatvary from state to gtate. Also called a voter with a "challenoed balbf.

PVT Count A six-digit number, shown on ths Network Configuration Report fromthe JBC that indicates how many votes have bsen counl€d on thatmachine in its lifetime.

Retrleval CodE A unique numbor assigned to a provisional ballot io enable 6wifiIeqieqal qf that ballot from the eslate strstem by election otficials.

S€l€ctWh@l The rotary wheel on the eslaie and DAU eslate that allows a voter tonavigate the ballot and highlight choic€€ by tuming the wheel. lt isalso oallod Rotary SeleAru Navisation System.

Slp & Puff An input device that connects to the DAU eSlate in the handicapaccess Jack. This enables voters with disabilities with extremslytinliled mqbilw to vde with a mouth-controlled device.

Spllt Preclnct The smallest division of a precinct for election purposes.

Page20Hart lnteroMc, lnc.



Appondll A: Glossry ol Terms (cont)TetmSpolled Ballol A ballot that has been ruind somehow. The voter is still present,

and the voter no€ds a naw ballot. With the eslate s!€tem, a ballot isspoiled if the voter gets the wrong ballot styls (pr€cinct), the wonglanguaqe, or is not on the DAU eslate but needs to be.

Su$pendReport

A JBC report that automatically prints when polls are sugpsnded inEarly Voting. The report lisb the PUB count and PVT count of theJBC and eslate units, a Daily (ACCESS CODE) Summary, and aCumulalive (ACCESS CODn Summarv.

Taatll€ InputSt rltches

Also called "ielly switchesf or:ielly buttons".Red and green 'paddles" that enable voters with disabilities to votgwithout using thg SELECT wheel and ENTER button on ths eslate.Votors without fine motor control uso these. The RED tactite innutswitch is similar to the eslato's SELECT wheel. The GREEN tac.tileinput s\ilitcfi is similar to the eSlate s ENTER button.

Tallyru Tha eslats EVS tabulation softurare. Aftor an election, the Tallysoftware counb the votes on the MBB(s) and produc€s reports onthose cast votes.

Tally Report A JBC report that is printed when polls are closed on election day.includes the datg, time, precinct, a tally of votes for each contest,and an ACCESS CODE Summary.

Thrown-outBallol

A voted ballot that the voter did not plac€ into the ballot box bsforeleaving the polling placa. With ths eslate system, thls is a ballot thatthe voter did not casf by pressing CAST BALLOT, and the votsr isnot present.

uPs Uninterruptibls Power Supply.VobrR6glstratlonComputer

An electronic poll book. Somstimes knovfi as a'thin clisnf .

Zero TapeReport

A JBC report that prirts out when polls are opsned on thg tirsl day ofEarly Voting and on Election Day. This report lists the contests andoandidates on the ballot, and verifies that the number of vot€s foreach candidate is zero.

Harl lrnercMc, lnc.



Appendix B: Informatlon, Gonflrmatlon, Error, andAppandk B: lrdormatlon, Conflrmagon, E ror, and Warnlng Mesoages

Page?2Hart IntercMc. lnc.



Appsndlx C: Accants

Appendlx C: Accents for Second Language

Hold ALT thon press 0 + the numb€r(s) conesponding to the character you wish toinssrt. Only uss ths number keypad on the far dght hand slde of your lcyboard.The numbere along thE top d the keyboard do NOT worlc

0 lr l? t3 l4 l5 la l? lF I9 l

I B It l Ia lu l lt4 Ir i I16 II ? II E Il E ta l? l ln aE 'a tE IE In la l?9 Is ti l l

lz

s !

s t3 6 $n B5 &: 8 .{ { r (4 t l& x4 ! +dd

il5 -

&

q l

4 8 6r9 1s] 251 g

. 8 4

. s 55 4 65 5 7s s5-r $g :

g ;

c s (5 l F

@ >6 t ?

648 128 I6 5 f i 9 ? a l i F l6 E F E b + 5 'n c e e c F t tsrB r00d +:a l .s E l 0 l e * 8 . : .?n F ura f #4

-l'7 r E l m g + s +7 r H r 0 4 h + s ^a I $ 5 i $ n S f r !a J 1 0 6 j . l l 3 s75 t{ r!? k i:s .T6L f f rE1 J4 [ cE?7 l{ III9 n l4r IE H 1 X 0 n I { , aEE 111 o l4 : l Im P l 1 2 p t { 4 If l q l n q 1 4 5 r&lF t l4 r 146 '

B S u 5 s + 4 7 "E 4 T t r E t + 4 8 n85 U ll? x ,l{9 .E5 U ltE r, ,pB -E7 ll lle u +51 -E l l l l l m x J . s -B? 121 g , | .Erum Z t & z + 5 4 8$ [ 1 2 3 { + 5 5 's2 \ 124 1 +5CEs 3 7 1 ? 5 ) r r lg 4 ^ l $ l

e 5 _ r ? ? l + s Y

la l gz i zee16r I IYsA 'tr itIE1 8 9 D s f i u ' g1s4 n 1s,6 ii a:i1 5 5 * l 9 ? f i e 3Is I U l8f i E la1 6 r $ u e q F l gr & " 2 0 0 8 e EI E @ A I E ? 6 8 6r a a f f i E e el ?1 { ( 2mE m€r r z - f r 4 i E l

r ? 4 @ ? f / 6 T A fr?5 - a I T r s It'r6 0 el8 0 g0 atLT t x 209 f r s l f fr a . a 0 0 g ? ar B r i l r 6 ? p , 3 6IE I '

" ' 2T A4 f r

l f l F a 3 0 ' w 6re { 214 ii 2{6 ill E . 2 1 5 y & 7 +t g " 2 1 6 g W sr85 r 2r7 il :99 t1 & e a E I E D dr87 rD zl9 ii tst 01 B & z 0 u ? 5 t ur t F r t : a l f 2 s dm * n b E 4 Flel J, 23 B 2s5 lll

I TnilicnrEe ftdthie claar&lircl argg.rbilby trGldgr.rr ltlic&r thaiihis.h""'.lg ir aeilebla oulyinheTyp ftcd.

Hafl lrnercMc' lnc.



Appondlx D: TIps and Trlclts

Appendix D: Tlps and TricksThs tollow|ng apply to ALL eSlate Electronlc Votlng System programs.

Password tlps:Do not give out tho administrator pass\,vord, either to the computer where theeslate Elec'tronic Voting Systsm software is kept, or to your administrator loginfor BOSS, Tally, and/or Ballot Now.

Once you are assignsd your password, immediately log in to BOSS, Ballot Now,and Tally and change your password. Have operators with "Usef level pfuilegesdo the same.

Do not uag:. Any password you have used before.. Any string ot 3 character repeated or reversed.. Any character repeated more than tlvice.' Your name or your initials.. Your ctmputer user lD in any form., The names of relat'lves, birthdays, phone numbers or the company name.' The numbgr tol lhis year, last year or next year, or the thre€-character

abbreviaiions for the months.. Telephono number or car li@nss plate numbers.. Common mathomatical values (like pi, sigma and naturat log).

Do uss:' A combination of upper and lowercase letters.' A password that is at least 8 characters long.. A new password ev6ry 6 months,. Random characters you will remember.

Tlps for a secure password:r Use tha first letters of the wods In a memorable Dhrase.. Use a meaningloss but sasy-to-remember phras6.' Combine numb€rs and lgtters.. Note the password in a private and secure location.

Hart lntercMc, Inc.



Appendlx D: Tlpr and Trlcl€Software Featurcs:

. Whichevor button ig shadowed/dotted inside a window is what the comput€ris going to assume you mean to do when you press Enter.For example:

' [n a menu, an anow facing to the right ] opens up an itom called a "pop-upm6nd, offering more choices.

. In a dialoguo box, tha arrow facing down V opens a'list box1, offering morechoicss.

' On the menu bar and on buttons inside a window, there is one letterunderlined. For e)(ample, File or Add. Thes€ are called hot kqlg and can beused to accs menus, menu options and buttons instead of using thsmouse. To access hot keys:

1. Press Alt on the keyboard (to either side of the space bar).2. Press tho underlined lettsr in the word (lor sxample: F in Elle or A

inAdd).O The menu drops down or tho button performs ib action.Q Once inside a menu, you simply press the underlined lstter in

tho menu option you are looking for (for example: press O ingpen). You do not need to press Alt again.

O You can also use the anow keyg on your keyboard (€)^tlto move around inside a menu. Onc€ you have highlightsd themenu option you wish to use, press Enter and tha optionlaunches,

O To exit a menu, press Esc untilthe menu dissppears (usuallyone tims for each menu/submenu open).

The lollowlng tlp6 apply to a specnc softwarc program llsted to the lolt,' BO$S & Ballot Now: To hightighvseleci a tist of precincts that ars all

togethor in tho list, useSHIFT + CLICK

I . Crickthe lirst one onc€.2. Hold down on shift.3. Clickthe last one once.4. Release Shift.

. BOSS & Ballot Now: To highlighvselecf a list of precincts that are NOT alltogether, useCl.rl+ CLICK

1 . C/lck the tirst on€.2. Hold Ctrl.3. Continue to crick holding C,trl until you have selected all those you

wish.4. Release Ctrl.

Hart lntercMc, lnc.



App€ndlx D: Tlps and Trlcb (cont)' EOSS Copy and Paste:

1. Select the item(s) you ',vish to c.opy trom the source document.Clo selec.t, cllck md drag auar the item to highlight it.)

2. Press Ctrl and then g (the shortcut key for copy).3. Rstum to BOSS (by cricilrg on its program brltton on the taskbar.

It says Ballot Orlglnatlon . . . or as much of the titls as it can fitonto the button).

4. Make c-ertain the cursor is blinking in the lield you wish to pasteinto and press Ctrl and then y or Shift + Ctrl + V to paste.

5. You can paste English and Spanish proposition or instruG{ion textinlo the English" panel, then cut and paste the Spanish from thatpanel to the "Spanish" panel.

6. You can copy and paste from ono BOSS field to another, in mostwindours, by using Shift + C:trl + a shortcut ksy (C,X,V).

BOSS To force a line within tex use the I (pipe characte0. This charaster canbe inserted using Shin and the \ key on your keyboard. The \ is just abovs thesnter button and looks like:

' BOSS: Addg selsted

Adds all

Removes selecteo --r ffifiRemovesall -----

m

BOS$: Once the ballot is generated the cunent database is, lor all practicalpunoses, locked for oditing or changing. Audio is still availabte aftergenerating a ballot and beforo writing MBBS. Once the MBBs are written,audio is no longer availabte and the only action available is writing MBBS,Onc€ the BOSS databass is locked for Tally no actions are available in thatdaiabase.Tally: Test and Election mode MBBS are read into s€parate databases. Thisis in order to protect the database integrity. Only one election database mayexist for a unique BOSS databass.Tally You can read unvoted MBBS that were wdtten as spargs into Tally.This allows you to account for all MBBs written for the election. Reporb andthe audit trail will reflect that all MBBs are accounted for.

Hart InteroMc, Inc.



Appendlx E: Copylng a Databas Forward

Appendix E: Copying a Database Fonvard

lf you have already generated a ballot, and then you need to go back and clnect, youn€od to copy your original database fonivard and work with that copy. The steps forcopying a database forward and for creating a brand new database are the same savefor the foundation database. Follow thes€ st€ps to copy a BOSS databale torward:

Hart lntercMc, Inc.

Steos More hrtotmatlon1. CrickAdmlnlstratlon on the Menu

Bar.2. C/irkcrmte Databass,3. Ctickthe aravr v afier Copy

Database From.This gives you a list of available databasesfrom which to c'opy.

4. Crick on the title of the originatdaEbase.

5. Click onc€ in N6iy Dahbasalkcrlptlon, and ih€n typ€ the nameof the new database.

This is where you enter a Title describingthe Database.

> After creating a database you seethe Trtle in the database fiold of ths"Open Database" window

! This DOES NOT name the ac,tualcomputer file. The name of thecomputer file is "bo$data. db".

! Each database nams must beunioue.

6. CIickOK

BOSS hys the path for the database youhave created.

> When it is finished. the blank BOSSwindow app€ars. You have createda database templale, and now youcan enter in{ormation.


BOSS Tralnhg Manual

Appendh F: Audlo Tlps & TrlclcqDofrlg@|&deudb$[€o

Appendix F: Audio Ttps & TricksExporting Recorded Audio Strlngs

In the "Audio" window you can erqport the recordings of a seleded set of text strings to.wav files. This featurs is useful if you need to import strings of recordings into anotherBOSS Election database, or it there are csrtain strings, especlally second languagestrlngs that may require a trandator, that you us€ in many eleclions. To export .$av frlessimply highlight the €tring you wish to export in the BOSS audio window, then click onthe Erpon... button. Browse to the location you wish to save the fila. Ths filo name wilt

the BOSS

You can o(port all audio strings to a CD. You can also create .wav files for import with'Sound Recordef, availabte through the path:Start-f Programs-,rlgc€ssorl€s-r Multlm€dla -rsound Record6r

Hart lntercMc, Inc.


BOSS Tlahlng Manual

Appendlx F: Audlo Tlps & Tdcb

lmneil[q.!,srFtblmportlng .wav files

When .wav file recordings of audio text strings are already available for itsms on thsballot, you can import those .wav files into a BOSS daiabase through the Audio" windowinst€d of re-recordino the text s1finos.

Hart Inte|cMc, lnc.

ot ording the text stfilMg/re tnlormatlan

1. In the audio text display table, selectthe audio text string for which you!€nt to lmport an existinq .wav file.

Audio text strings ar€ import€d one at atime. You can oven rrit6 an existingrecordinq by importinq a .urav file.

2. CltcktmpElL

Ths "lmoort Audio File"

3. Nevigate to the directory whsre ihe,wav tile vou want to lmport rssides.

4. Clickthe name of th€ .r/vav file youwant to import. The name youselect€d appsars in ths'File namo'field of the "lmport Audio File"wlndow.

5. Clic*Opn. Th@ .wav file is importsd.The "Audio" r, indow appears.

6. Confirm the impon by selecting theimported strinq then clickino Plav.

7. Ctick Clo6€ to exit the "Audio"window wftsn you are finished.

There ls no Save button, because audioslrings are auto-sawd as you record orimoort.


BOSS Tralnlng Manud

Appendlx F: Audlo Tlps & Trlcks

Chnt€.mv Fthi[4|andleno Corffql

Cleaning.wav FllesMicrophone Control

Ilf tha audio rcu havs recorded plays back w'rth too much background noise or has otherquality issues, follow thsse steps lo adjust the microphone. The simplst way to clsanthe .nav file is by making microphono adjustmonts and rarecording.

Make c€rtain that the Muteboxes are l,lOT checked.

Hart InterCMc, lnc.



App€ndh F: Audlo Tlps & Trlclc

Chsho.!3sr FlHuta|snhomca|fial teore)The Propertigs window app€arg:

Vdume l€ver up or down to adjust

Make certainthat theMicrophone boxis chocked.

Page gIHart InteroMc, lnc.



Appondh F: Audlo Tlps & Trlckg

Chnhg.!rav Ftlaigaud @nhr

Gleanlng .wav FllesSound Recorder

lf the audlo you have recorded pla!€ back with clicks betore or after the recording or lowvolume no matter how loud you lry to raig€ the microphone settings, follow these stepsto change the .wav file.

Page92Hart IntercMc, lnc.

2. Click ontha Export... button.

Navigate to a location to save the file. ThedesKop is an sasy l@ation to work from.After you have sav€d ths .wav file andminimized BOSS ths .wave tile will app€arlik€ this:



Appendlx F; Audlo Tlps & Trlcb

Otaanhq .war Fuaeftbrnd Rerarder (.on[,)

Pags 33Hart lntercMc, Inc.

Double Click on the .rvav file toopen sound Record€r.

lf Sound Recorder doss not open navigatethe pathS:tart+ Programs.+lgs693odg6.+Multlmdla.f Sound Recordgrand use Flle+Open to brorrrse to your.wav tile and open it.

Crbk on the Play button to playthe sound and listen for theunwanted sounds.

the unwanted sound is at thebeginning of ths .wav file, stop theplayback iust after the um€ntedsound but bsfore necessary audiostarts.



Appendlx F: Audlo Tlps & Trlcl(g

Chentrg .!,ay Flt€ftbun! Re0atdar (aontl

Hart IntercMc, Inc.

7. It the unwanted sound is at thsend ot the .wav file, stop theplayback just after the ne@ssaryaudio but before the unwanted

Edlt.+ "DelEte AfterCurent Poslllon" to erase the

Crick OK when th€ wamingmessage appears.

10. lf you nsed to increase the volumeof the .wav fil€ without r+recording, select

You may repeat this produre until thevolume is at ths desired level.

t t. ln Sound Recorder, selectFlle.rSavE As and save thsmodifled .wav file over the originalyou exportsd.

12. Maximizs the BOSS windoirr,highlight tha original audio string,and c/ickth€ lmport,.. butlon.

19. Clickthe Play button in BOSSaudio to verity that the file iscleaned up.

,4. Once all of the BOSS audio is toyour liking, you can export all ofthe audio to a CD using theExport All... button.

Exporting all of the audio makes audioavailable for import to future BOSSdatabases.



App€ndlx G: C.readng and lmpordng Non-Audlo Flleg

eolog€p.Appendlx G: Creating and lmportlng Non-Audlo Flles

Take Nota!> Ths following steps are for creating an import file in MS Excel, brJt the procedure

works with MS Acc€s also. The import filss must be tab dellmited .bd files.> Do NOT adjust th6 column width when entering information into each column in

Exc€l or Access.> Unls you check the chgckbox conesponding to Include lncumbents in

Jurisdiction: Ruls Form, lncumbents are not included on the ballot even thoughyou enter "Y' (yas) or "N' (no) in the final column of the Siate Contest import file(esee page 39).

Hart lntecMc, Inc.

BasicSieps

1. Open Microsoft Exc€l. You can do this by double clicking on theExcel icon if it is on the desktop or byfollowing the pathStart+Programs+Mlcrosoft.r Excsl.

The number of columns you needdepends upon the file you arecreating. Start in column A row 1.

s For steps specific to creating a pollingplace file see page 37.

F For steps specific to creating aprecinct file see page 38.

e For steps specific to creating a statsimport file se€ pago 39.

3. When you are finished with your file,cilck Flls then Save As.

The "Save As'window opens. lt requir€s gthings: Where do you want the file, Whatis the name of the file, and What type offile is if?


aasbg€?s(?ont)Sf@s More Intormatlon4. WHERE: Navigate to the place you

want to save this file.All Microsoft otfice producG default to thsMy Documents tolder. Consider savingeither her€ or on the DesKop, which is atthe top of ths list in the €ave lni ffeld.

5. NAME: C/ick in the field after "FileName" and highlight the namogntercd thore.

You need to click and dng the mouse ov€rthe nam€ entered here. In ths abovepicture, you click and dag o\rer ths name"Book1 .xls" 1o hiqhliqhVselect it.

6. Typ€ the new name you wish to callthis import file.

Choose something that tells you what thefile is when you go to look for it later (i.a.:"Gen Elect state imoorn.

7. TYPE: Clicktha affow .r after "Saveas tvpe" to drop down the list of types.

The default typo is .xls, which is an ExcelSpreadsheel. Do not use the defaulL

8. Se/ectText (Iab deilmfted) (.ffi). mls b the onlv tvpe of flle that Impor'sto BOSS conadlv.

9. C/icksave. The computer wams you that the file youare working on may have feafures that arenot compauble with Text (tab delimited)files.

10. ClickOK. CIickingYES simply save this specificworksheel not the entire workb@k.

> An Excel spreadsheet is actuallycalled a workbook. and thatworkbook conhins manyworksheots.

11. CilckY€F, This confirms that you want to save the file.rs.ut.

12. Save the file as .xls (an Excel file)also, so that you can update, correcterors, and reuse this import file forfuture elections.


Appendlx G: Cr@Ung and lmpordng Non-Audlo Flleg

Hart IntercMc, lnc.


Th6e are steps speciflc to the polling placs file. These steps take the place of Stsp #2in Creatinq an Import File.

Morchrtormafon1. Starting in cell A1, type the name of

th€ first polling place.A1 is tho cell at the intersection ot columnAandrowl .

> The potling place name is probablynot going to fit in the liny box calleda cEll, but DO NOT adjust the@lumn.

> You are allowed up to 60characters.

2. Press Tab and tl@ in the descdptionol th6 polling place.

You are in coll 81.) This may be the address for the

polling plac€.) Again, you are allowed 60

characters.3. R€p€at this process through th6 rest

ot the polling places.Each polling place has its own row. Eachrow contains information pertaining ONLYto that pollinq placa.


This is how the Excel file may appear

This is how the .bd file

Appendlx G: Cr€atlng and lmportlng Non-Audlo Flles

OqlhqaPc[tr{N FhooFlb

Creating a Polllng Place File

Hart InterCMc, lnc.

Exampla flles lor lmportlng Preclncts & Polllng Pla@,This is the information vou fill in:

1U1 SmithDulles HiEulles EleBulles Mi 240 Dulle

tbson Elenentarlt|t 01 Snitlrson BoarlHigh School zirr Dultes LaneElenentaru School 23t Dulles Lanel4iddle School 240 Dulles Lane



Appsndlr G: Creaflng and lmpordng Non-Audlo Flles

GdngaF|erlnarFlbCreating a Precinct Flle

Those are steps sp€cific to th€ precinct file. Th€s steps take the place of Step #2 in

Examplo flle lor Preclncts:This is how it appears as

Thls is how the .bd file

Hart InterCMc, lnc.

irealtnq an File.More hrtormatlon

1. SErting in 41, type the English nameof the Drecinct.

A1 is the c€ll at the intersoction of columnA and row 1.

> The pr€cinct name may not fit thecell, but DO NOT adjust thecolumn.

) You are allowed 16 characters.2. Press Tab and typs in the English

Solit Name.You are in cell 81.

> You do not have io enler anEnglish Split Name.

> You are allowed 7 characters.3. Press Tab and type in the Number of

Reqistered Voters.You are in cell C1.

> You are allowed 6 characters.4. Continue through the rest of ths

Drecincts.Each pr@inct has its own row.Each row contains all the information forthat precinct.

Notlce: Spanish/second language precinct names and split names must be entered inth€ BOSS precinc*s lorm manually.

0918 U n0 @ B

249C609758


BOSS Tmlnlng Manual

Appsndlx G: Credlng and lmpordng Non-Audlo Fll€

Cndn0eUolmFsnHhCreatlng a State lmport Flle

Th6e are steps specific to the state import file. These s'teps take the placa of Step #2 inFile.

s DN1. Starting in A1, typ€ the English name

of the cantsst.Al is the cell at the intersection of columnA and row 1.

> The contst name is probably notgoing to fit the csll, but DO NOTadjust the column.

2. Press Tab and type in the Spanishname of the contest.

You are in cell 81.> You are not required to fill this cell.

3. Press Tab and typ€ in any lnstructionText in English.

You ara in cell C1.> You are not required to ftll this cell.> Only enter English instruc{ion text

once Der @ntest.4. Press Tab and type in any Instruction

Text in Soanish.You are in c€ll D1.

> You are not requked to fitlthis cetl.> Only enter Spanish instruction text

once per contest.5. Press Tab and tlrpe in any

Proposition Text in English.You are in cell E1.

> You are not required to fillthis cell.> Only enter English proposition toxt

onca o€r contest.6. Pre$ Tab and type in any

Proposition Text in Spanish.You are in cell Fl .

> You are not requhed to fill this call.) Only enter Spanish proposftion text

once por @ntg€i,7. Press Tab and typ€ in ths number of

write-ins.You are in cell Gt.

> You are not required to fill this cell.8. Press Tab and type a'Y'or "N" to

indicate whether or not this contest isincluded in the Straight Party conte6i.

You are in cell Hl.> You cannot import the straight party

contest itselt. You uilt manualtyadd it in the BOSS Contesls Form.

> You are not required to fill this cell.L Pre$ Tab and type in tha name of

the candidate in English.You are in cell 11.

) This is a choice (YedNo) to theProposition in English.

> You aro not rsquired to fill this coll.10. Press Tab and tlD€ in ths name of

lhe candidate in Spanish.You are in call J1.

) This is a choice for the ProDositionin Spanish.

> You are not required to fill this cell.

Harl InterCMc, Inc.


BOtiS Tralnlng Manual

ApFndlx G: cr€dng and lmportng NoFAudlo Fll€

Hart IntercMc, Inc.

Qdlr€ a @o lnnon FUo (Geft)

11. Press Tab and type Y" or "N" toindlcate whether or not the candidateis an incumb€nt.

ou are in cell K1.> You are requlred to €nter this field.

Enter th6 value 'N" if you do notwant incumb€nt indicators.

> lndicators do not appsar on th€ballot unless you also check next to"lnclude Incumb€nt Indicators" in

Each row contains all of the information forthat candidate or choics exceDt for



Appendlx G: Greatng and lmpordng Non-Audlo Fll6Cr@Uqe&lotmpaftnbGslt)

Example Fll6 lor lmportlng State ContestsA=Contest Name/English (required)B=Contest Nam€/SpanishC=lnstruction TextlEnglishD=lnstruction TexvspanishE=Proposition TexUEnglishF=Proposition Text/SpanishG=Number of Wrhe-lnsH=lnclude in Stralght Pady lndicatorl= Candidate Nam€/Choice in English (required)J= Candidate Name/Choice in SoanishK= Incumbent Indicator (requireil)

Do not adjusl cell size. You are still able to type in the intormation necessary inits entirety, but the cell cannot be adjusted so the entire name appears to fit.

Only include instruction or proposition text in the first instanc€ when creating theimport tile (for example, include the proposition t€xt in the row with th6 Yes"choic€, but not in the row with the "No" choice.)

Even if you are not using incumbent indicators, you must include an "N" in eachrow in column K. Without column K filled BOSS will not see the correc,t numberof columns, and the import will be rejected.

Hart IntercMc, lnc.

This is how the state



Example Excgl Equlpment Llst Flle

Appendlx G: Credng and lmportng Non-Audlo Fllesqdlgan EwlnftIenrEstFlb

Greatlng an Equipment List File

Page42Hart IntercMc, Inc.

These are steps specific to th€ $ate import file. Th€se steps take the place of Step f2 in[ino an Fi16

More lnformadon',|. Starling in A1, type ths 6{lgit Private

Serial Number of this piece ofequipment.

Pr€ss Tab and type the 6-digit PublicSarial Numbsr.

This is on the bottom of each pieca ofequipmanl, and on the box thai each piacaof equipment came in.

> The serial numbsr prefix "A'indicates an eslate, "Ef indicatesthe DAU card slot devics, 1eindicat€s a JBC.

3. Prsss Tab and enter either a 1, 2 or4.

This number corresponds to the type ofequipment this particular row is about.1 = J B G2 = e3 (aslate)4 = Network DAU eg (eslate DAU)

4. Repoat these procedures for eachpiece of equipment.

Each piece ot equiprnent has its ovyn row.Each row contains all of the information forthat equipment.

B c1 2 5 c00036 1

2 980789 A00001 2u156652 A012S4 2980009 A01010 2

5 984i'76 A01110 26 e6ffl5 A11001 27 ' €5698 A00002 2I 458765 400200


The steps for these are the same. The only difference is in the text tile you choose at thewhether it is for precincb or for pollil

Shs More lnformatlon1. Set the default print€r to a

convsniem location.Set Acrobat PDF Wriler as the defauftprinter in order to print to file.

2. In BOSS, c/ickAdmlnlstradon onthe menu bar, and selec't lmportPreclncts or lmport PolllngPlacgs.

The "lmDort --*" window

it!b8055.c

3. Navigate to the folder in which youhave saved .bd tile for import.

The hierarchy of th€ computsr might looklike:

F] A:\

D boss- databaseb oowzs-tzszqs

E nosdata.dbb My Documents

4. Clicktha Wef,inctlpolling place .b<tfile you wish to import.

5. Clickopn.

BOSS impons the information into theconect database ffelds. BOSS tells youhow many itoms imported, or BOSS wamsyou if there were any problems and printsan enor report to the detault printer.

> lf an enor is detected, read thereport, conecl the enor, and repeatthe import procedure.

6. Go back into the appropriate tab inthe lurisdiction' window (Precinctsor Polling Places). Proofread andSave.

BOSS Thlnlng Manual

lmporting Precincts & Polling Places

Appendlx G: Creallng and lmportlng Non-Audlo Flles

lmnodtnq nsoLr.b A Folttq Phr6

Hart hteroMc, lnc.



Ap'pendlx G: Cr€atng and lmpordng Non-Audlo FlleahFotungWCoilS

lmporting State ContestsTake Note:

> While appearing ln tho "Acttue Contests" msnu, "lmporting Siate Contestf isincluded with Administration Tasks in this document training purposes.

> A State lmport Ust import file cannot clntain a Straight Party contsst q/ps.> You can only import a state list when no Active Cont€sts have already been

definsd. The importing options in BOSS should all be dons dir€ctly after the€lec,tion is defined.

PageMHart lnterCfuic, Inc.

Sfaas Morc lnformatlan1. S€t ths default printer to a

convenient location.Set Acrobat PDF Writer as the d€fauhprinter in order to print to lile.

2. ln BOSS, go to the "Active Contesb"window and sel€cl lmport State. The "State lmporF window appears:

3. Clic*the aftwt ': after Look ln:4. Navigate to the State lmport .bd fil6

you gaved.

5. ClickOpe,n.

Whsn the database has finished importing,BOSS displays a status fir€ssage tettinghow many contests were inserted.

) Or BOSS wams you if there wereany problems and prints an enorreport to the detauh printer.

> You must go into Jurlsdlctlon:contests Form to assignprecincis.


lmFattltg il Eqdpm€nt lJst Hb

lmportinq an ment Llst FlleSt€Ds More lnformatlq,

1. Set the default prinlor to a convenientlocaton,

Set Acrobat PDF Writer as th€ defaultprinter in order to print to fila.

2. In BOSS, c/ckAdmlnlstratlon on themenu bar, and select lmportEoulDment,

The'lmport Equipmenf window appears:


App€ndlx Gr Creatlng and lmpordng Non-Audlo Flles

Hart lntercMc, Inc.

3. Navigate to the folder in which yousaved .td data for import.

4- Clicktttp equipmenl .bd tile you wishto import.

5. Clickopn.

BOSS imporls ths information into thecorrect database fislds. BOSS tells vouhow many items imported. Or BOSS wamsyou if thore were any problems and printisan enor report to the default printer.


BO$9 Tralnlng Manual

Appondlx G: Cr$tng and lmportlng Non-Audlo Fllee

CradlgtmnonHbtt|[Fna.6

Greating lmport Files in MS AccessTh€ following steps walk through ths basic steps for creating a table in Microsoft Accessand saving qo that you can import ft into BOSS. You can create a dalabase with 4tables: Polllng Pla€, Prslncts, Stats Contests, and Equlpment. You do not hav€to create all four tables.

Page 4{lHart Intercivic, lnc.

More hformallanODen Acce$.

2. C/lck next to Blank dahbase in the'lt{icrosofi Accesd dialoq box.

This is the first box that comes uo whenyou start Acce$.

3. ClickOK.4. ln the "File New Database" window,

select ilrher€ ]/ou wi6h the databaseto be saved and givs ths entlrcdatabase a name, then c/ick Creat6.

For example: Sample County GeneralElection Nov. 2002.

>' Remember: This database containsthe 4 (or however many) files foryour precincts, pollinq placss, etc.

5. A window opens. The name ot yourdatabase is its title.

In our oxample, the window is called"example db for importing" b€cause that iswhat the database was named during stepM.€ See ptcture below.

6 crsaatrblobyo 6dnq d.tn

C/ick Tablgs on the left hand side. The right-hand side changss to what you


BOSS Tmlnlng Manual

Appondlx G: Creadng and lmpordng Non-Ardlo Flt6s

Crd[E tluot FU€ h meon€(.ont)

Paga 47Hart lntercMc, lnc.

Tha cursor is in th€ first field. Enterthe name of your first column.

e S€€ Potltng Ptac€, page 52, for th€@lumns needed for the polling placesimport fil€.

esse Preclnctr, page 53, for thecolumns needed tor the prscinctsimport file.

e See Equlpment, page 54, for thecolumns needsd for the equipment listimport file.

e See Conteets, page 55, for thecolumns needed for the stat€ contssbimoort file.

9. Prs Tab and use the arrow.T toselest the Data Type.

You either uss Text or M€mo.

10. Bepeat steps 8 & 9 for all columns There are:) 2 for Polling Placeg> 3 for Preclncts> 3 for Equipmsnt> 11 for Contsts


BOSS Tralnlng Manu€l

Appendh G: Crodng and lmpordng Non-Audlo Fll6

Cr€a$€ h|nort Fb ln Ug noa6 (aam)

13. Use the Vleut Meui' looks almost exactly liketo change tro"Datasheet Vied'.

a table in Excel.

Hart lntercMc, lnc.

1 l. Crick Flle and thon Save, Name thefile to reflect its cont€nts.

Hart suggests using jusl one or iwo wordsfor the file name, for e)(ample: Precincts,Pollinq Place6. Equipment. Cont6ts.

12. The computer asks you if lrou wish todefine a prlmary key. DO NOT asigna primary key. C/ick NO.


Slere i Motelnlonntlon14. Enter the information for the first

column then press Tab and enter thsintormadon for the second column.

Continue through all ths columns.> Wh6n you finish with the last

@lumn on a row and press Enter.the cursor moves to the next row.

> As you onter information on a row,you qet another ro$, below it..|5. When you hav€ entered all your

information. click &ve.16. EXt th6 "Datasheet vievd' by cfcking

Close x and you retum to th€ mainwindow.

17. Right dlckthe table you just croatedand select Erport . . . from the list.

1 8. I n th6 'Export Tale ftable name' To . .." windorjrr. c/tbkthe anow v after'Save as typo" and s€tect Texi FII€8('.ttt '.csv: '.tabi'.asc) from the list.

Also use the arrow v after "Save lrf toselect the file location saved to. ln theexampte belou it savs to the Dsldop.

19. C/ck&ve. The "Export Wizard dialog box opens (esee next plcture).


Appendlx C: &€atlng and lmporUng NorFAudlo FIesqd[qN tnn.rt nl6 n us ncm&om")

Hart IntsrcMc, lnc.

lI5 l-a (t,hhi t



App€rdlr G: C-reatlng and lmporflng Non-Ardlo Fll€crdlq tmneft Flt€ h re ea!@ (.eft)

Pags 50lntercMc, lnc.

Stree? Clocety 5!or€',€1234 Ealtr gtreetn,s.Luto Sufplg', €8C0 ELll,Ebsroug! Drlv€,

ElclEnEarg', '?943 6 Rlvarb6ld Dr tvadXtddle sshoo1','84?? plaEtFra Rosd'

glgb ScbDol'.'85699 A. Ratlaura Drtvetr

21. Select Tab from the next dialog boxand us the anow v dter TextQualifief to selsc,t {none} then c/ickNExt >.

This makes certain there are no @mmasor quotations around the text.



Appondh G: Credng and lmpornng Non-Ardlo Fll€

o|edg tmnan Ftb h !m eers (ac$lsffi A{brehfarmfran .22. The Finish" dialog box displa]rs.

Check that the path is going to theplace you wish ths file io b€ saved toand c/ick Flnlsh.

F To change any irtomu,fron cllck< Back

onme r orma3on message,You reum to the main window for vour

Hart IntercMc, lnc.



Golumns Needed tor the Polling Places Flle

Appondh G: Creatlng and lmportng Non-Audlo Flles

Cr@ilqt lmpon F[€ ln I0S AG.6 (qa$)

PWs2HaIt lntercMc, lnc.

You need 2 @lumns for the Polling Places file:> llatne> And D€scrlption.

Th6e columns conespond to Namo and Descdption fields in the BOSS program,Jurisdictlon iorm, Polling Places lab. The names you give the columns do not have tomatch tho names in the example above.



Appendk G: CHlng and lmportlng NorAudlo Fllesc|dbq t$ns|t Ftt€ l|| [F lo!6 (Gant)

Golumns Needed for a Precincb File

You ned 3 columns for the Precincts fil€:> Name (or English Name),> Split Nams> And Numbgr of Voters.

Thss columns conepond to English Name, English Split Name and Number ol Votersfi€lds In the BOSS Jurisdidion form, Precincts tab.

>. IMPORTA,IT: There are 5 total olumns in BOSS. You must go to theJutisdiction: Precinds tab in BOSS and fil in the intormation lor SDanish Nameand Spanish Split Name if you are using thes6 fields.

Had lnteoiyic. lrE


BOSS Trolnlng Manual

Appendlx G: Creadng and lmpordng ilon Ardlo F esq|sdnq h|neil Flb h m &.68(qofi,)

Columns Needed for an Equipment Flle

You need 3 columns for tho Equipment Ust file:> Private Serial Number.> Public Serial Numbsr

. Public Serial numbsrs ar€ on the €quipment on a white stlcker and sta|t witheither an A or a C.

. A is for eslates and DAU eslates.

. C is for JBCS.

. There is a B sticker but that is for the DAU card slot ibsf, not tho entiroDAU sslate.

> AndType.' For Type, enter a 1, 2 or 4.

' 1 = J B C' 2 = eSlata.4=DAUeslat€

PagegHart IntercMc, lnc.



Appsndh G: Creadng and lmpordng Non-Audlo Fllos

AI@mg hnsn FU€ l|| m Ae.Fs (ao$)

Columns Needed for a Gontest File

You need 11 columns for the State Contest File:> Contst Narne (Eng),

. The full contest name in English (required).> Contest Name (Span),

, The fulloont€st narne in Spanish.> lnstruction Text (Eng),

. The full instruction text in English.> lnstruction lext (Span),

' The full instruction text in gpanish.> Proposition Text (Eng),

. The full proposftion text in English.> Proposition Text (Span),

' The tull pro@ition text in Spanish.) Number of Writ+lns.

. This must be a number.> Include in Straight Party?,

. Answer with Y or N.> Candidate Nam€/Choic€ (Eng),

' The full candidate's name in English (required).F Candidate Name/Choice (Span)

. The fuli candidate s nam€ in Spanish (this normally exacfly matches theEnglish).

> And lncumbent lndicator.. This must bo either a Y or N (requircd).

Th6€ columns conespond to fields in the BOSS Jurisdiction form, Cont€sts tab andfields in th€ Ac-tt\re Contests window.

Hart IntercMc, Inc.


BOSS Trahlng Manual

Appendlx H: EacHng Up Eloodon Dalabases ro o CD

Appendix H: Backing Up Election Databases to a CDTh6e stsps assume that you are using the Adapt€c Easy GD Creator program, thoughyour version may have slightly dtfferent screens, the steps will be similar. Theso steFshow one way to backup tlles rcing lhe Adaptec pfogram.

We also suggest using a CD-R lnstead of a CD-RW. A CD.R is a one-tifie us{oucan only write to it onco, and thon you can only Read off of it. A CD-RW isreadable/writeable, and can b€ usod multlpls times liko a floppy dlsk-1tou can R6ad andWrite to it as ofien as )/ou t r,ani. CD-R's are tairly inexpensive, and the data on the CDitself cannot b€ changsd. This makes the CIR oplion a good rEdia for backing updata.

Hart lnteroMc. lnc.

Sfiets Morchtormdtlon1. Close BOSS & Tally (and Ballot

Now' if aDplicable).2. Aid(the Easy CD Crcaior

shortcut on the d6KoD:

WThe Adaptec CD Uealot &let a t+oiec'm€nu appgars.

3. Rollover (mouse oyer,) the make Edata CD button.



Appandh H: Backlng Up Elecdon Da$abases to a CD

window

Hart lntercMc, lnc.



Appendlx H: Backlng Up Ele&ton Dabbase to a CD

Hart lntorcMc, lnc.



Appsndlx H: Bacldng Up Electlon Databas$ to a CD

!rlndols

11. Cfck Optlons(if not alr€ady selected),

Hart lntercMc, lnc.


BOSS T6lnlng Manual

Appendlx H: Bacldng Up El6don Dqtaba3es to a CD

window

13. Solect Truck-At Onceand Flnallze CD.

14. Crick Slart R@ordlng.

Hsrt IntercMc, Inc.


BOS Traldlng trlanual

Appendlr H: Bacldng Up El@tlon Databases to a CD

window

15. When the Disk Progressbar indicates the cD is 100o/owritten, c/ck Betalls.

16. Verity that all tracks andfles were recorded andcll&oK

Pags 61Hart lnteroMc. lnc.


BOSS Tmlnlng Manual

Appendlx H: Bacldng Up Ele6{on Ddabase to a CD

The lnformation box

17. ClickNO.

Hart IntercMc. Inc.



Appendlx l: Ballot Creatlon Worksheet

Elecfion ltefinftlonET

lelt?

ltlon D General

[] Speclal

Sttate: I

BF

Hart lnterCMc, lnc.


BoSS Tralnlng Manual

AFFndlx l: Ballot Crcatlon Worksh€et-hrdcdlal{nn Dra^lrr-+a

l oTar Nutq!tr or |,rccfnclsl

Harl lntercMc, lnc.


BOSS TElnlng Manual

Appendlx l: Ballot Crdlon Worksheet

l-l None f_l Equal Time Rotation L-l Rotation By Procincttr AutoSeouence

Piealnci: SFllt: Rohtlon lnderr

6tS FOrmConts I Preclncts Assiqned to Gonlest:

Hart IntercMc, Inc.



Appendk l: Ballot Cr@tlon Worl€hest

Pla cB Namg:

12345678It0

Jurisdlcf on: Hulee FormFalff ltlaAlrblpvtt

ne orllon:

Ll Name [_l Abbreviation

trplutl,B 2!'l.an[udsa Textr

LI YES flYEs

lncfrde Oglsgat€s: NYES

wrfFlETsxt(Prira,*ry'LanEuasel:

WdlelnTsxt

Hsmote Phone #:P;a$I3t d

El€ctlon Dav Early Votlns

Close:Sr€olal:

Precincts for Polling PlacesPolllng Plac€s Asslgned Eleetlon Day Foltlng Ptaces Assigncd Earlv Voffnq

Polllno Place: Preclnctl

Hart InteroMc, lnc.



Secondary Language for Contestseont€st Narne Prlmarv l-anouasE: ionte8t Name S$ndary Lanquaqe:

Hart InterCMc, Inc.

Appsndlx l: Ballot Cr€atlon Worksheet

Partc Maintenan@CEdei Primarv Languaqe Partv Nam€:



REMEMBER TO COMPLETE THE FOLLOWING PAGE FOR THIS CONTEST IF THECONTEST IS FOR AN OFFICE.

Hart InterCMc, Inc.

Appsndh l: Ballot Crcatlon WorksheetConHs (1 sheet



Appandlx l: Ballot C|eatlon WorksheetGandldates for Ac0ne cont€ts

Hart lntercMc, Inc.



Appendlx J: Outllne tor BOSS Course Exerclses Electlon

Appendlx J: Outline for BOSS CourseExercises Election

D Creatlng the DatabasoE Creats a database based off of DEFAULT

D Ebctlon DeflnltlonE Name: Final ElectionE Date: Date of classtr Type: General Election

D Jurlsdlctlon Deflnltlontr Jurisdiction

O NamE: (Your Last Name) CountyO S€condary Name: Condado deO e$late lnstructlon Text:O eslate lnstructlon Text ln Spanlsh:O Ballol Nour Instructon Text:O Ballot Now ln Spanl6h

tr PrecinctsO 10 precincts (1 through 10)O Split precinct I into 8A & 8B

E ContestsO Straight PartyO Federal Contests (ballot text) (all pcts)

tr President & Vice President (all pcts)tr United States Senator (all pcts)tr United States Representative (all pcts)

O State Contests (balloi text) (alt pcts)tr State Senator (all pcts)tr State Bepresenhtive (all pcts)

O County Contests (ballot text) (alt pcts)tr County Commissioner, Precinct 1 (asslgn pcts 1€)tr County Commissioner, Precinct 2 (asslgn€d pcts 6 -

10 lncludlng 8A & 88)tr Proposition 1 (all pcts)

O Local Contests (pcis 8A & 8B)tr City Council Member (8A & 88)E Superintendent of schools (88)

Hart IntercMc, Inc.


BOSS Tnlnlng Manual

Appendlx J: Outllne tor BOSS Cour€s Exerclsea Eloctlon

D Jurlsdlctlon Def lntilon (cont)tr Polling Placss

O Create 10 precincts w/ names & descriptionsE Rules

O lnclude Secondary language (if applicable)O Votor Code active for: 60 minut*O Write ln Tex[ llrrlte-ln & Voto Eacrlto (in 2d language)

D Preclncts for Poltlng Placestr Early Voting-assign all preclncts to the first two polling placesll El€c.tion Day: assign precinct 1 to polling place 1, precinct 2 to polling

place 2 and so on. Both 8A & 8B go to precinct 8.DMahtalnlng Partles

Ll FantesO Famous Party (FPy Partido FamosoO Historical Party (HPy Partido Historico

D Admlnlstratlon Tasks Secondary Language for Contestsll Add Secondary language as needed for the clntests

DActlve conteststr *FOR CANDIDATES, CHOOSE 1 FAMOUS PERSON (t.e.: Mel

Glbson) & 1 HISTORICAL PERSON (1.e.: George Washlngrton)FOR EACH CONTEST.

tr Straight PartyO Famous PartyO Historical Party

tr Federal Contestrs (ballot text)O President & Vice President (offico, 1 choice, I write-in)O Unfted States Senator (office, 1 choice)O Unhed States Representative (office, 1 choice)

tr State Contests (ballot telt)O State Senator (office, 1 choice)O State Representative (office, 1 choice)

tr County Contests (ballot text)O County Commissioner, Precinct 1 (office, 1 choice)O County Commissioner, Precinct 2 (office, 1 choico)O Proposition 1

tr Local Contests (ballot tex) 't rNO PARnES, BUT STILL CHOOSE 1FAMOUS & 1 HISTORICAL PERSON

O City Council Member (office, 1 choice)O Superintendent of schools (office, 1 choics)

D Ba[ot R6porFIl Check ballot reports.

D GenErate Ballot Formatstr Rocord AudioE Generate the ballottr Record missing AudioT] Write 1 TEST MBB & 1 TEST DAU

Hart Inter0ivic, lnc.


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Sample MBB Labels

Avery 5160 FormatMBB Labsls for DAU and MBB cards:


tD*ElDAuCard nUBB trBarlol on

Ue: ElT6d E gecttonPouhg Plsco D: -- tr TATUED

Dala:Serld ftr DAUCad fIUBB tr Ballotl{@

node El T€d E ehAonFroin Poflhglocadoi: n Talhd

f

tr DAUCard EMBB tr BallotNon f] &'tollodd trT€st E Ehcdon

From PollbE Locdon: n Tafi6d

Or

Appendh L: Sample lttrEB Lab€ls

Han lnteroMc, Inc.

Or


BOSS Trrlnlng Manual

Appendlx M: Courso Sell-Ch6ck Ust

Appendix M: Course Self-Check ListRespond YES or NO to the following items regarding the Ballot Origination SoftwareSystem (BOSS) Training.

YES NO1. I can log in

2, I am able to create a BOSS database.

3. lcan open a BOSS database.

4, I am able to set rny Elsction Detinitions

5. I can set the Jurisdiction.

6, I know hovv to add/remove precincts.

7. i can spJit & consolidate precincts.

8. I can enable rotation for a contest.

9. lcan move, delete, and add contests.

10, I can add/remove polling places.

11, I am able to set rules for my election.

12. I can assign precincts to polling plaoes tor Elec,tion Day &Early Voting.

13, I can edit ballot instruction headers & ballot text.

14. I am abl€ to edit active contesb.

15. I can define dependent cont6ts.

16. I am able to deactivate a contest.

17. I can acrtivate a contest.

'18. I am able to r€-sequen@ 6nl€sts.

Hart IntercMc, Inc.


BOSS Tmlnlng Manual

Appendlx J: Cour€e Selt€heck Ust

YES INO19. I can force contest positions.

20. I can add/remove candidates & delegates.

21. I can view & print reports.

22. I am able to view the audit trail.

23, I can record audio.

24. I am able to search for text sfoinos.

25. I am able to export & impor! audio.

26, I can generate ballot formats.

27, I am able to write to an MBB.

28. I can create a ballot for Ballot Now.

29. I am abls to import state conlests.

30. I am able to import precincts & polling places.

31. I can import equipment files.

32. I can set the secondary language for contests.

33. I am able to change my passwords.

34. I am able to lock the database for Tally.

35. I can backup the BOSS database to CD.

Hart lntercMc, lnc.


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