GEMS Elections Operating Training Guide

1 G E MS E l e ct io ns O pe r a ti ng T r ai ni ng G ui d e This gems election Operations Training Guide is provided by Mississippi Secretary of State Delbert Hosemann and is intended for use by local election officials in the conduct of federal, state and county Elections in Mississippi. The document includes a comprehensive step-by-step Guide to the procedures dealing with gems during the election process. Specifically, this document covers gems /TSX preparation (Section 3 from the TSX Guide ), Voting Equipment Preparation (Section 4 from the TSX Guide ), Logic and Accuracy Testing (Section 5 from the TSX Guide ), and election Night Processing (Section 8 from the TSX Guide ). SECURITY Security of this data is critical to the security and integrity of the Elections process in Mississippi including the operation the Voting System.

2 Therefore, this information must not be shown, reproduced or shared with individuals other than those who have a role in the election process. REVISIONS As procedures are revised due to changes in technology or law, new sections of the Guide will be distributed. It is the responsibility of each election office to maintain a current Guide . ADDITIONAL INFORMATION Please direct questions concerning this Guide to or by calling the Elections Answerline at the Mississippi Secretary of State s Office at (800)289-6786. gems election Operations Training Guide Mississippi Secretary of State - 5/12/2011 ES&S (Formally Premier election Solutions) Disclaimer CONFIDENTIAL Trade Secret Material This document contains sensitive material, which could, in the wrong hands, compromise the operation and security of your system.

3 Only Premier, its subsidiaries, and entities granted an express written license by Premier or one of its subsidiaries may possess or use this material. Unauthorized possession or use is illegal and is punishable by fine and/or imprisonment. Premier election Solutions, Inc. Copyright Copyright protection is claimed for each revision listed in the document history, as of the date indicated. Unpublished, All Rights Reserved Any trademarks, service marks, product names or company names not owned by Premier, Incorporated or its subsidiaries (collectively Premier ) that appear in this document are used for informational purposes only and Premier claims no rights thereto, nor does such use indicate any affiliation with or any endorsement of Premier or Premier products by the owners thereof. This document contains proprietary information.

4 If the document pages state the information is confidential (or words of similar import), then this document is intended solely for the use of the copyright owner s employees or other personnel expressly authorized in writing by the copyright owner. Other uses of this information without the express written consent of the copyright owner are prohibited. This document should be treated as confidential material for security reasons. Any unauthorized disclosure or use of confidential material may violate Section 1832 of Title 18 of the United States Code as well as other laws, and may be punishable by fine and imprisonment. The information contained in this document is subject to change without notice. When using the document for system implementation, please call your authorized sales or service representative for any applicable changes.

5 This document and the information contained herein are provided AS IS AND WITHOUT WARRANTY. In no event shall the copyright owner or its suppliers be liable for any special, indirect, or consequential damages of any nature resulting from the use of information in this manual. No part of this document may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means: electronic, mechanical, photocopying, recording, or otherwise, without prior written permission from the copyright owner. Your use of this document and/or any of the information contained herein constitutes your agreement to all of the terms stated on this election Operations Table of Contents Training Guide Mississippi Secretary of State - 5/12/2011 i Table of Contents 1. Introduction .. 1-1 Document 1-1 List of Major Components.

6 1-1 2. election Preparation .. 2-1 Security Key Transfer Process .. 2-1 Central Admin, Supervisor, and Security Key Cards .. 2-2 Clearing Cards .. 2-2 TSX Memory 2-2 Clear All Voter Access Cards .. 2-3 Clear Optical Scan Memory Cards .. 2-4 3. gems /TSX Preparation .. 3-1 Initial Ballot Proofing Package .. 3-3 Proofing the Optical Scan Ballot Proofs .. 3-3 Proofing the gems Reports .. 3-6 Final Proofing Package .. 3-8 Load the gems Database .. 3-9 Download a memory card .. 3-12 Proofing the TSX Ballots .. 3-17 Proofing the Audio Ballots .. 3-25 Check the gems election Database .. 3-31 Check the gems election Database .. 3-31 Clear Proof Memory Card .. 3-32 4. Voting Equipment and Training Preparation .. 4-1 Updating Security Keys .. 4-3 Update the Security Key on all Encoders.

7 4-3 Update the Download TSX Units .. 4-4 Downloading the Memory Cards .. 4-7 Download and Label All TSX Memory Cards .. 4-7 Set the number of machines that are sent to each polling 4-8 Downloading TSX Memory Cards .. 4-12 Master Set of Voter Access Cards .. 4-16 Program and Label All OS Memory Cards .. 4-19 OS Unit and gems Server Setup .. 4-19 Downloading OS Memory Cards .. 4-21 Instructions for Verifying Export Codes .. 4-24 Create election Summary Report Settings .. 4-27 Setting up the reports.. 4-27 Backup the gems election Database .. 4-30 gems election Operations Table of Contents Training Guide Mississippi Secretary of State - 5/12/2011 ii Encoder Preparation .. 4-36 Creating the Encoder Labels .. 4-37 Programming the Encoders .. 4-39 Training Preparation.

8 4-40 5. Logic and Accuracy Testing .. 5-1 L&A Preparation:.. 5-3 Procuring L&A supplies .. 5-3 Pre L&A 5-7 Accuvote-TSX Logic and Accuracy Test .. 5-8 Materials needed .. 5-8 Update the Security Keys on all TSX Units .. 5-9 TSX Test Procedure .. 5-12 On all TSX units .. 5-21 AccuVote-OS Logic &Accuracy Test .. 5-22 Materials needed .. 5-22 OS Unit Test Procedure .. 5-22 OS Memory Card Test .. 5-24 gems Server Logic & Accuracy Test .. 5-27 Start the gems Server .. 5-27 Upload Preparation .. 5-27 Upload the TSX L&A Test Results .. 5-29 Upload the OS L&A Test Results .. 5-35 Print the gems L&A Test Reports .. 5-38 Create a Backup of the gems Database Containing Test Results .. 5-39 Reset election Results and Print Zero Totals .. 5-40 6. Final Preparation Tasks .. 6-1 7.

9 election Day .. 7-1 8. Post election .. 8-1 Preparation for Tabulation at election Central .. 8-3 Preparing to Receive election Materials .. 8-3 Preparing the gems System for Results Tabulation .. 8-5 Preparing to Process Absentee Ballots .. 8-13 Set Up OS Voting Units .. 8-13 Print Zero Totals .. 8-13 Tabulating and Reporting the Results for Paper Ballots .. 8-15 Paper Ballot Tabulation .. 8-15 Troubleshooting Paper Ballot 8-18 Resolution Board .. 8-21 Upload OS Memory Cards .. 8-21 gems System Tabulation .. 8-24 Prepare gems Database .. 8-24 Upload the TSX election Results .. 8-25 TS Floppy Status 8-28 gems election Operations Table of Contents Training Guide Mississippi Secretary of State - 5/12/2011 iii Uploading TSX Results (Accumulator) .. 8-29 Periodic Status and Result Reporting.

10 8-31 election Night Close-Out .. 8-35 Verify 100% Upload of Polling and Absentee Results .. 8-35 Exporting and Converting the Results 8-37 TSX Unit Return .. 8-47 Canvass and Affidavit Processing .. 8-48 Assemble Canvass Materials .. 8-48 Process Affidavit Ballots .. 8-49 Finalize election .. 8-51 Print TSX and OS Status Reports .. 8-51 Back Up gems Database .. 8-51 Prepare Official Final gems Reports .. 8-51 Official Final Export of Results for Transfer to SEMS .. 8-51 Manual Verification of Precinct and gems Data .. 8-51 election Certification .. 8-52 SEMS Post election 8-53 Process Poll Book .. 8-53 Post History & Close election .. 8-54 Post election Close Out Archive .. 8-54 Post election Maintenance .. 8-54 Inventory .. 8-54 Clearing election Media.