System Maintenance Procedures - unisynvoting.com · • Troubleshooter Techni cian – Election Day technical assistance The following personnel handle preventative maintenance, equipment

System Maintenance Procedures

OpenElect® Voting System Document Number: 04-00459

Release 2.0 Version 1.1

Unisyn Document: 04-00459 Release 2.0 Version 1.1

ii System Maintenance Procedures

This Page Intentionally Left Blank


System Maintenance Procedures iii

OpenElect® Voting System

System Maintenance Specifications

The information contained in this document is the property of Unisyn Voting Solutions, Inc. ® and is strictly confidential. By receipt of this manual, the recipient agrees that no part of this publication will be reproduced, stored in a retrieval system or transmitted, in any form or by any means-electronic, mechanical, recording or otherwise-without the prior written consent of Unisyn Voting Solutions, Inc. The content of this document is subject to change without notice, and should not be construed as a commitment by Unisyn Voting Solutions, Inc. Unisyn Voting Solutions, Inc. assumes no responsibility or liability for any errors or inaccuracies that may appear in this document.

Copyright 2017 by Unisyn Voting Solutions, Inc.® All rights reserved. Printed in U.S.A.

UNISYN VOTING SOLUTIONS, INC. ®

2310 Cousteau Court, Vista, CA 92018-8346 USA (760) 598-1655 • FAX (760) 598-0219

UNISYN VOTING SOLUTIONS, INC.® is a registered trademark of Unisyn Voting Solutions, Inc.

All other brand or product names are trademarks or registered trademarks of their respective companies or organizations.


iv System Maintenance Procedures

Approvals and Acknowledgements APPROVALS

Chris Ortiz, Director, Business Development

McDermot Coutts, Director, Software Development

Regina Roesch, Lead Software Engineer

Document Revision History

Date Version Release Description

12/22/09 1.4 1.0 Certified Version of Release 1.0



8/8/14 1.0 1.3 Initial Release of Release 1.3

3/7/17 1.0 2.0 Initial Release of Release 2.0

7/25/17 1.1 2.0 Review Changes from HW Group

For questions about this document, please contact: Chris Ortiz

Director, Business Development Email: [email protected]

[email protected]


System Maintenance Procedures v

Table of Contents Section One Introduction ............................................................................................. 1-1

1.1 Other Unisyn Documents ..........................................................1-1

1.2 Technician Responsibilities .......................................................1-1

1.3 Contacting Unisyn .....................................................................1-3

1.4 Summary of System Operation .................................................1-3

Section Two OVO........................................................................................................ 1-1 2.1 OVO General System Maintenance ..........................................2-1

2.2 OVO: Maintaining the PC ..........................................................2-6

2.3 OVO: Maintaining the LCD Touchscreen Display ......................2-7

2.4 OVO: Maintaining the Transport Media ...................................2-8

2.5 OVO: Maintaining the Printer .................................................2-11

2.6 OVO: Maintaining the Scanner ...............................................2-15

2.7 OVO: Scanner Marking Devices...............................................2-17

Section Three OVI-VC ................................................................................................... 2-1 3.1 OVI-VC General System Maintenance.......................................3-1

3.2 OVI-VC: Maintaining the PC ......................................................3-5

3.3 OVI-VC: Maintaining the Transport Media ...............................3-7

3.4 OVI-VC: Maintaining the LCD Touchscreen Display ..................3-8

3.5 OVI-VC: Maintaining the Printer ...............................................3-9

3.6 OVI-VC: Maintaining Voter Assisted Ballot Components ........3-12

Section Four FreedomVote Tablet ................................................................................. 3-1 4.1 FVT General System Maintenance ............................................4-1

4.2 FVT: Maintaining the Tablet ......................................................4-5

4.3 FVT: Maintaining the Transport MediaError! Bookmark not defined.

4.4 FVT: Maintaining the Printer .....................................................4-5

4.5 Voter Assisted Ballot Components............................................4-6


vi System Maintenance Procedures

List of Figures Figure 2-1. OVO ...................................................................................................................... 2-1

Figure 2-2. Access the TM ...................................................................................................... 2-9

Figure 2-3. Remove the TM .................................................................................................. 2-10

Figure 2-4. Transport Media (TM) inserted in PC inside Case ............................................. 2-10

Figure 2-5. OVO Printer ........................................................................................................ 2-12

Figure 2-6. Layout of Printer Interior .................................................................................... 2-14

Figure 2-7. Location of Paper-Near-Ends Sensor .................................................................. 2-15

Figure 3-1. OVI-VC and the ADA Components ........................................................................ 3-1

Figure 3-2. OVI-VC Printer Layout .......................................................................................... 3-9

Figure 4-1. FVT ........................................................................................................................ 4-1

List of Tables Table 1-1. ROV Warehouse Roles and Responsibilities .......................................................... 1-2

Table 2-1. OVD Maintenance Procedures ............................................................................... 2-2

Table 3-1. OVI-VC Maintenance Procedures ........................................................................... 3-2

Table 4-1. FVT Maintenance Procedures ................................................................................ 4-2


System Maintenance Procedures 1-1

Section One 1 Introduction

This guide provides a plan for maintaining the OpenElect® Voting Devices (OVDs) and materials. The OpenElect® Voting Optical (OVO), OpenElect® Voting Interface-Vote Center (OVI-VC) and the OpenElect® FreedomVote Tablet (FVT) are the voting devices of the OpenElect Voting System (OVS) and will be referred to as OVD, either collectively or individually, throughout the guide.

This guide recommends preventative procedures as well as service actions to correct problems or replace components. Following the guidelines for care and maintenance in this guide will help to assure reliable operation of system components and prevent negation of warranties on the equipment.

1.1 Other Unisyn Documents

Refer to the following documents for additional information about security, maintenance, installation and configuration for an election.

• Warehouse Technician’s Guide • Election Day Troubleshooter’s Guide • Election Day Poll Worker’s Guide • OVS Paper Specification • OVS Acronyms

1.2 Technician Responsibilities

The following technical personnel are recommended for supporting the system. One person may perform several roles as defined in the OVS Personnel Training and Deployment Requirements. The technical personnel are the warehouse technicians whose duties are described in the System Operations Procedures: Warehouse Technicians Guide.

At the Registrar of Voters (ROV) Warehouse / Technical Support center:

• Warehouse Manager and Assistant Warehouse Manager • Warehouse Technician (maintenance and supervisor roles) – Runs diagnostic tests,

loads elections, maintains systems • System Support Technician (SST) – Unisyn-trained or provided Technician • Troubleshooter Technician – Election Day technical assistance

The following personnel handle preventative maintenance, equipment storage and pre-election system configuration at an ROV warehouse facility.


1-2 System Maintenance Procedures

Table 1-1. ROV Warehouse Roles and Responsibilities

Role Responsibilities Number/Skills Warehouse Manager / Ass’t Warehouse Manager

• Manage warehouse facility and technicians • Inventory control • Warehouse space allocation • Manage preparation for new election • Oversee creation of Technician’s Lists • Receive election and Demo TMs from Election

Headquarters (for Election Loading) • Maintain plans for training, precinct deliveries,

inventory control, and a testing standards checklist • Oversee election audits • Supervise preventative and corrective maintenance

1-2 people: Beg / Inter. Tech. Skills; Advanced Election / warehouse experience

Warehouse Technician (maintenance and supervisor roles)

• Load new election-specific information • Run Logic Test, hardware diagnostics • Prepare OVD units for an election • Create Technician’s List for poll location • Perform mandatory recount at returned OVO systems

as required • Recover data from returned OVOs, perform audits,

generate reports as required • Maintain, test and diagnose system components • In Supervisor role, runs Early Voting, Absentee,

Provisional, and Recount session types • Track and store equipment

The number of technical personnel required depends on the size and complexity of the jurisdiction.: Inter. / Advanced technical skills

Troubleshooter Technician

• Respond to Technical Assistance and/or Hotline calls during voting

• Perform corrective maintenance and equipment replacement at the polls during voting

• Respond to Technical Assistance and/or Hotline calls during voting

The number of technical personnel required depends on the size and complexity of the jurisdiction: Inter. / Advanced tech skills

System Support Technician

• Provide troubleshooting and support for ROV Headquarters

• Provides support for escalated precinct voting issues

1 person: Advanced Skills; Trained or provided by the vendor to assist the jurisdiction

The number of technical personnel required depends on the size and complexity of the jurisdiction. Prior to and following an election, two warehouse technicians can provide maintenance for up to about 40 OVD systems in two days.

The technicians should be experienced computer users, have completed a Unisyn training program and have been certified by Unisyn staff.



1.3 Contacting Unisyn For system maintenance issues covered in this guide, please contact:

Chris Ortiz, Director of Business Development Email: [email protected], or [email protected]

1.4 Summary of System Operation

The OpenElect® Voting Optical (OVO) is a full-page dual-sided optical scan system that scans and validates voter ballots and provides a summary of all ballots cast. The OpenElect® Voting Interface-Vote Center (OVI-VC) and FreedomVote Tablet (FVT) supports both Voter Assisted voting and Early Voting requirements. These Ballot Marking Devices (BMDs) mark and print a BMD ballot which is then scanned at the OVO.

Prior to the election, OVD systems are prepared, tested and packaged at the Election Warehouse for delivery to the precincts. All system cases and equipment are return to the warehouse following the election. Specific pre-election and post-election procedures are provided in the Systems Operations Procedures: Warehouse Technicians Guide.

This document provides general maintenance procedures.

1.4.1 System Components

The OVS includes: • OpenElect® Central Suite (OCS), a software suite with the following applications

- Ballot Layout Manager (BLM)

- Election Manager (EM)

- Election Server (ES)

- Tabulator Client (TC)

- Auditor (A )

- Tabulator Server (TAB)

- Tabulator Reports (TR)

- Software Server (SS) system for updating and validating OVO and OVI-VC (voting device) software

• OpenElect® Voting Optical (OVO) • OpenElect® Voting Interface-Vote Center (OVI-VC) • FreedomVote Tablet (FVT)

mailto:[email protected]



• OpenElect® Central Scan (OVCS) The FVT, OVO and OVI-VC are the OVD components designed to accept voter input.

1.4.1.1 OVO The OVO is a full-page dual-sided optical scan system that scans and validates voter ballots and provides a summary of all ballots cast. The election is loaded from the OCS Election Server over a secure local network or via a TM. On Election Day, an OVO at each poll location scans and validates voters’ ballots, and provides precinct tabulation and reporting. The OVO can also be used at Central Count for processing Absentee and Provisional ballots, as well as recounts. The OVO runs Logic Tests and Training Elections in addition to General and Primary Elections. The OVO unit is also paired with the FVT or OVI-VC for early voting to scan and tabulate early voting ballots.

The OVO case contains the following components:

• Personal Computer (PC) - computer component (with a touch panel display) has pre-installed server software (that manages data and communication) and client software that provides a user interface for voting and maintenance. A new election loaded via the Election Server or TM sets passwords, parameters and ballot styles for that election.

• Transport Media –USB thumb drive provides the means of transporting ballot images, audit and vote files from the precinct to Election Headquarters.

• Scanner - dual-sided page scanner connected to the PC to scan data from marked ballots. The scanner ejects accepted ballots into an attached ballot box or rejects unaccepted ballots back out to the voter.

• Printer - 58 mm thermal receipt printer connected to the PC to print receipts and reports at the OVO.

• UPS - uninterruptible power supply.

The OVO is delivered on top of the Ballot Box, which has wheels for transportation.

The ballot box is fully enclosed with two secured access points:

- Where the OVO device is attached on top of the ballot box.

- A slot on the back side of the ballot box where emergency, provisional or absentee ballots can be inserted without being counted by the device. Ballots inserted via this slot are deposited into a separate compartment (bin) inside the ballot box from the cast ballots and is accessed via a locked/sealed door. These ballots are taken to Central Count for validation and tabulation.



1.4.1.2 OVI-VC

The OVI-VC supports both Voter Assisted voting and Early Voting requirements. The voter interface unit features a 15-inch full-color touchscreen display. The OVI-VC will present each contest on the correct ballot to the voter in visual and (optionally) audio formats.

The OVI-VC also can facilitate special needs voters through a variety of methods including wheelchair access, sip and puff, zoom-in ballot function and audio assistance for the visually impaired. The OVI-VC provides for write-in candidates when authorized. Voters input candidates’ names via the ADA keypad or the touchscreen.

The OVI-VC consists of the following components:

• Personal Computer (PC) - computer component (with a touch screen display) has pre-installed server software that manages data and communication, and client software that provides user interfaces for voting and maintenance. A newly loaded election sets passwords, parameters and ballot styles for that election.

• Transport Media - USB device with 1 GB provides the means of transporting audit files to the OCS system. The warehouse technician upon return of the OVI-VC to the warehouse following an election retrieves this TM. It is taken to the central offices for processing by the Election Manager component of the OCS.

• Printer – 82.5 mm thermal receipt printer is connected to the PC to print paper Ballots and reports at the OVI-VC.

• UPS - uninterruptible power supply.

• Keypad - 9-key keypad with raised label designations. The keypad also has:

- 1 Binary Input Interface jack (for the sip and puff)

- 1 Audio Interface jack (for the headphones)

1.4.1.3 FVT

The FVT is a voting device designed to be used for early voting and in voting centers on Election Day. It supports and produces regional ballots. The ballot is presented to the voter in the language they have chosen from those that are included in the election. The FVT will also allow voters with limited physical capabilities to vote independently and privately.

Using the FVT, voters can navigate the ballot via the touchscreen, ADA keypad, and/or a sip and puff device interface to make their selections. The FVT also provides the voter with an optional audio presentation of the ballot and using the touchscreen/keypad/sip and puff



device the user makes their selections. After all selections have been made, the user can review an electronic ballot. Upon acceptance, the ballot is then sent to the printer. The printed ballot is taken to the OVO where it is scanned, counted and cast.

The FVT consists of the following components:

• Tablet - The Android 13.3 inch touchscreen tablet has pre-installed software that provides user interfaces for voting and maintenance. A newly uploaded election sets passwords, parameters and ballot styles for that election. The tablet also has a 3.5mm input for headphones.

• Printer – 82.5 mm thermal receipt printer is connected to the PC to print BMD Ballots and reports.

• Keypad - 10-key keypad with raised label designations. The keypad also has a Binary Input Interface jack (for the sip and puff).

• Barcode Reader 1D/2D barcode reader.

1.4.1.4 OCS System Software

Unisyn software is provided for OCS, OVCS and OVD voting system applications. The OCS software relies on the third-party software components identified in the System Overview document.

1.4.2 Voting and Voting Data Voting occurs on Election Day at a poll location and/or at voting centers for early voting. The voting devices and voting booths are set up and utilized as described in the System Operations Procedures: Election Day Poll Worker’s Guide.

1.4.3 System Test and Audits Printing a Zero Count, running a Logic Test and performing hardware diagnostics are part of pre-election warehouse preparation. The following hardware diagnostic tests are described in the System Operations Procedures: Warehouse Technician’s Guide.

• Display Touchscreen: tests response on the touchscreen • Printer: tests printer communication and print quality • Headphones: tests headphone jack in Keypad (OVI-VC) and headphone jack on the tablet

(FVT) • Binary Input: test input from a Sip and Puff device (OVI-VC and FVT) • Display Colors: tests display screen colors • Scanner (only when voting is not open): test reader communication and accuracy (OVO) • Barcode Reader: test the Initialization barcode, Maintenance barcode and Populate

barcode, if setup for precinct (FVT)



• Audio: tests sound delivery (OVI-VC and FVT) • Keypad: tests keypad response (OVI-VC and FVT)

System audits are possible through a number of administrative and maintenance functions, as described in the System Operations Procedures: Warehouse Technician’s Guide.

• Printing additional Election Summary reports (for precincts)

• Printing the precinct Audit Trail (OVO - includes all voter ballots with selections)

• Viewing or printing an Administrative Log of all system events (printing only on OVO)

1.4.4 Recommended Inventory

OVI-VC/OVO setup - A minimum of one OVO and one OVI-VC are required for every Poll location. One or more OVOs and multiple OVI-VCs are required for each Voting Center.

FVT/OVO setup – A minimum of one FVT and one OVO are required for every Poll Location. One or more OVOs and multiple FVTs are required for each Voting Center.

It is recommended to maintain about 5% of total inventory, in addition to the required inventory, as backup equipment. For example, if you need 1000 units for 1000 precincts, you should keep 50 units (with Transport Media) prepared as possible replacements.

The replacement units should be configured for the current election, stored at the Election Warehouse facility and delivered when needed by roving Troubleshooter technicians. All replacement Transport Media should be cleared of old voting data by the Election Manager (EM) application at Election Headquarters. (The EM supports the cleaning of TMs.)






Section Two 2 OVO

This section describes the maintenance procedures for the OVO.

Figure 2-1. OVO

2.1 OVO General System Maintenance

The following procedures are basic preventative and corrective maintenance procedures. All components in the system except for the case are COTS (“Commercially available Off The Shelf”).

2.1.1 Summary of Maintenance Procedures All components are specially configured and delivered through the Unisyn vendor, and, in general, Unisyn or a Unisyn representative handles corrective maintenance to ensure correct configuration. All components are selected because they are low maintenance and extremely reliable. Basic maintenance and cleaning will keep them in optimal operating condition.



Table 2-1. OVD Maintenance Procedures

Component Normal Maintenance Possible Corrective Maintenance PC • Remove / Replace / Clear

Transport Media • Upgrade software as needed*

• Replace Transport Media

Touchscreen Display

• Clean screen • Run diagnostics

• Calibration • Request service / replacement

Scanner • Clean • Run diagnostics

• Calibration • Request service / replacement

Printer • Clean dust/debris • Clean print head periodically • Run diagnostics • Replace paper roll • Remove paper roll for storage • Acquire more paper • Adjust near-end sensor

• Clear a paper jam • Replace paper roll • Request service / replacement

Case • Clean and store • Request service / replacement

* contact Unisyn for information regarding software upgrades

2.1.2 Operation and Storage Environment

The following represent combined minimum / maximum conditions for the OVO unit:

• Operation: Temperatures of 41º to 95º F (5º to 65º C). Non-condensing humidity of 30% to 80%, altitude to 10,000 feet (3050 meters).

• Storage: Temperatures of 32º to 140º F (0º to 60º C). Non-condensing humidity of 30% to 85%.

Follow these guidelines for operation and storage environment:

• Keep all equipment away from direct exposure to sunlight and avoid temperature extremes. The display's touch panel is especially sensitive to sunlight and heat.

• Avoid placing equipment in areas where there is excessive humidity or a high dust environment exists.

• If units are stored in cold environments, be sure to allow units to come to room temperature before starting.

• Do not set up and use the system where equipment or cords may get wet.

• Avoid high-static environments such as radar, power cables and microwave disks.



2.1.3 Power Connection

The OVO case has an AC power inlet and single power cable. It is recommended that you use a grounded power source for the cable: a three-holed outlet or a surge-protected power strip. Power safety and failure prevention measures can be added with the UPS component.

2.1.3.1 Power Requirements

The OVO system requires a power source of 110-240 VAC, 50/60 Hz. It is designed to work with the 120 VAC, 60 Hz power sources at the poll locations.

2.1.3.2 Power Cable Recommendations

Follow these recommendations for power connections:

• Use only the provided power supply and cable for the case and any component.

• When disconnecting power cables, hold the plug firmly; do not yank the cord. Improper handling may lead to fire or shock.

• Never insert or disconnect power plugs with wet hands.

• Do not use damaged cords, and do not modify or repair power cords. Request a replacement from the Unisyn vendor.

• Use three-hole, grounded, standard domestic power outlets.

• Do not connect appliances such as room heaters or coffee pots to the same power supply used by an OVO system.

• Do not place multiple loads on a power outlet (wall outlet). Overloading the outlet may lead to fire.

2.1.3.3 Powering on the OVO

Proper maintenance includes properly turning on and shutting down the OVO. To start up the system:

1. Make sure the OVO case is plugged in to a power source.

Make sure a Transport Media (USB storage device) has been inserted in the PC, located within the case (behind the locked top access door). A Transport Media is required for the system to start.

Push the power switch on the exterior back of the case, beside the power cable to the On position. After several introductory screens, if an election or Logic and Accuracy Test (LAT) is loaded, you are prompted to enter a maintenance password. On Election Day, or if the machine currently has an open election, you are prompted to enter an election password.



2.1.3.4 Shutting Down the OVO

To turn off the PC:

2. Select the Shut Down function from the Maintenance Menu or from the Administrative Menu in the Election Application.

Switch off power by pushing the power switch on the case exterior to the Off position. If there is a problem and you can’t get to the Shut Down function, simply switch off the system using the exterior OVO case switch.

Unplug the power cable.

Note: Always use the case exterior switch to power off the system. Never use the power or reset button on the interior PC.

2.1.4 Maintenance Password

Election Headquarters creates the maintenance password while setting up the election definition files. They will provide the appropriate user(s) with the maintenance password for the OVO.

There are two ways to access the Maintenance menu on the OVO, at startup and via the Administrative screen if the OVO is already turned on. To access the Maintenance screen at startup, start up the OVO system as described in the previous section and at the password prompt enter the maintenance password to start the maintenance application. To access the Maintenance menu if the OVO is already on, go to the Administrative screen and select Maintenance. At the prompt, enter the Maintenance password to start the maintenance application.

2.1.5 Maintenance During Voting

If an equipment problem occurs at the polling place during voting, the default procedure is to replace the OVO, unless the error has to do with the Transport Media. If the OVO system is replaced, the original Transport Media is inserted in the replacement system. When the replacement system is started, the system recovers the original voting data from the Transport Media and voting can continue. Procedures to replace failed or deficient equipment during voting are provided the Election Day Troubleshooter’s Guide.

2.1.5.1 Hardware Issues

• Pre-Election – The Warehouse technicians load the election onto extra OVO systems and have cleared TMs ready as backup equipment.



• Election Day – Technicians serving as Troubleshooters are available to assist in replacing and/or bringing up to operational levels, any equipment that causes an error condition.

• Post-Election – The warehouse manager and technicians are available to assist with recounts and potential post-election data recovery problems on specific precinct OVO systems.

Directions for replacing equipment at the polls are provided in Election Day Troubleshooter’s Guide. A description of the recovery conditions and startup scenarios is provided in the Warehouse Technician’s Guide. New hardware components are acquired through the Unisyn vendor.

2.1.5.2 Software Issues

Steps to correct deficiencies or faulty operations in software or data:

1. Contact Troubleshooter/technicians

2. Proceed to designated specialists at the jurisdiction such as the System Support Technician (SST)

3. Issues are finally are escalated to the Unisyn vendor

NOTE: Issues pertaining to the system (not to an election) can be reported to Unisyn.

2.1.6 Maintaining the OVO Case

Follow these recommendations for handling the case and its components:

• Clean the case with a slightly damp cloth and mild detergent.

• Handle the case carefully to avoid damaging components. Avoid dropping the case or banging it against walls or other equipment.

• Never eat or place liquids on the case or near components. If liquid is spilled on the system, turn it off and unplug the power immediately.

• Be sure to set the case on a firm, stable, horizontal surface at all times. The product may break or cause injury if it falls.

• Always switch off the system before unplugging the power cord.

• Do not allow foreign objects to fall on the case or components.

• Do not attempt to repair, disassemble, or modify any component. Tampering with components may result in injury and will void the warranty.



2.2 OVO: Maintaining the PC The PC component requires minimum maintenance.

PC maintenance includes: • Returning the OVO to Unisyn for repair or replacement of the PC • Upgrading the Unisyn system/software as needed

2.2.1 Replacing the PC Component

The PC is reliable and unlikely to encounter issues during voting unless there is a power issue. If the hard disk drive or any other system component fails, an error message is displayed onscreen, if possible, and no more ballots are accepted.

The recommended procedure is to replace the entire OVO unit with another unit, which has the same election installed. The original Transport Media is then removed from the faulty machine inserted into the replacement system. When the replacement system starts, the system recovers automatically (refer to the Warehouse Technician’s Guide).

The faulty OVO is returned to the Election Warehouse, where it can be inspected and tested to determine the cause of the error. If you can access the Admin Log function on the Maintenance Menu, you can view a report of system activities that led to the problem.

• Attempt to start the faulty system and observe all displayed error messages. Refer to codes in the appendix of the Warehouse Technician’s Guide.

• If the system will not start, access the Admin Log of the replacement system. The Administrative Log file of the faulty system, prior to recovery on the replacement system, is maintained in this log and should provide clues as to what went wrong. Each log entry has a code number. Refer to codes in the appendix of the Warehouse Technician’s Guide.

• If the Hard Drive or some portion of the PC has failed, contact the Unisyn vendor for hardware repair or replacement. Only a properly configured Unisyn PC may be used as part of an OVO system.

• If the problem appears to originate with corrupt or nonmatching voting data, contact the SST or Unisyn representative for help in analyzing the situation.

2.2.2 Upgrading the Software

If the system software needs to be corrected or upgraded in any way, the Unisyn vendor will provide a software upgrade as a service. Release notes and installation instructions accompany the upgrade as needed. These upgrades will be approved by the State Election Commission prior to installation. The Software Server is used to upgrade the software version on the OVO.



2.2.2.1 System Configuration

The PC comes with a pre-installed binary “image” that includes a specially configured Linux Operating System, application server software, a Java platform and the Unisyn application software. The system also provides necessary driver software pre-installed and pre-configured. Please note that the BIOS is locked down, and all drives are locked for specific use by the system.

Note: Upgraded software can only be installed on an OVO that has been correctly configured with the Unisyn build image

2.2.2.2 Installing an Upgrade

Before installing an upgrade, make sure that all election issues are closed. Voting and election data residing on the OVO will be erased. Make sure a cleared TM has been inserted in the OVO. When you are ready, simply follow the provided release instructions (accompanying the software release) to perform the upgrade.

2.3 OVO: Maintaining the LCD Touchscreen Display

The OVO uses a 7” color, liquid crystal display (LCD) monitor with touch panel for input and display. The touchscreen allows you to operate the Maintenance or Election Application.

2.3.1 Handling, Cleaning and Storing

The touchscreen display is fragile and should not be exposed to impact or shock. Never touch the display area or rub on it with a hard, stiff object or tool, and keep food particles away from the display area.

Warnings: • Disconnect power before handling to avoid shock. • Do not disassemble or modify the touchscreen monitor. • If the LCD glass breaks, do not contact, inhale, or ingest the liquid crystal material

that may spill out, and avoid contact with the broken glass. If liquid crystal material is exposed to eyes or mouth, rinse immediately with water. If it contacts skin or clothing, wash it off immediately with alcohol and rinse with water.

The display area is highly prone to scratching. Clean the display using a soft, clean cloth and water, IPA (Isopropyl Alcohol), or Hexane. Do not use ketone type material (such as Acetone), Ethyl alcohol, toluene, ethyl acid or Methyl chloride to clear the panel. These substances may permanently damage the panel.

Do not let water or oil penetrate the display’s surface. If the droplets are left on the display, staining and discoloration may occur.



It is important to store the touchscreen display (OVO) away from sunlight and ultra violet (UV) radiation to avoid the possibility of an air bubble developing within the glass panel.

2.3.2 Testing the Display

A touchscreen diagnostic test is provided and can be ran at any time from the applications. From the Maintenance or Administrative Menu, select Diagnostics and then Test Touchscreen. This test displays a target mark indicating where you touched the screen. If the mark does not appear exactly where you touch the screen, perform the recalibration steps below.

2.3.3 Recalibrating the Display

If the touchscreen calibration or diagnostic test fails, it is possible to recalibrate the touchscreen utilizing the OVO Maintenance Diagnostics (as described in the Warehouse Technician’s Guide).

2.3.4 Replacing the Display

If a touchscreen display needs repair or replacement, contact your Unisyn vendor.

2.4 OVO: Maintaining the Transport Media

A USB Transport Media (TM) device must be inserted in the PC’s top USB port before the system will start. No special setup is necessary to use the TM devices, but they do have a special Unisyn configuration recognized by the system, and only Unisyn-provided TMs may be used in OVO systems. These sturdy, extremely compact devices are easy to maintain and store.

Note: You must use USB devices configured as OVO Transport Media. Contact your Unisyn vendor for information about acquiring additional TMs.

2.4.1 Clearing, Handling, and Storing

Following an election, the TMs are delivered to Election Headquarters and are processed at a central count location. When data from the TMs has been uploaded and cleared, they are returned to the warehouse for storage and use in any OVO system for the next election. Store the TMs according to the specified environmental conditions.

2.4.1.1 Mark “Cleared” Media before Storing

Cover and store the cleared TMs in boxes labeled “Cleared.” If you are storing TM with election data (not cleared), be sure to note the title / date / precinct location of the election voting data the media contains.



2.4.1.2 Removing the Transport Media

• Never remove a TM while the system is writing data to it (the LED is blinking); you may corrupt the files or erase the entire content on the device.

• If voting is in progress and an error in the system has occurred, make sure all scanner activity has stopped. Shut down or forcibly power-off the system. Then, remove the TM.

• If no error has occurred, close voting if necessary, then shutdown the system. Make sure the system is powered off before removing the TM.

Figure 2-2. Access the TM

• To access the OVO TM compartment, you will need to depress the button on the display assembly (circled below in blue) and then rotate the display up to expose the locked compartment. Unlock the compartment and remove the TM device. (See Figure 2-2.)

• Grasp the TM by its end and gently pull the TM device out of the USB port towards you. (See Figure 2-3)



Figure 2-3. Remove the TM

2.4.1.3 Inserting the Transport Media

• Make sure the system is powered off before inserting the TM.

• Insert the TMs connector end by pressing it gently, straight into the USB drive port. Do not force the TM into the port, there is a correct position to insert it. If it doesn’t slide in the port, flip the TM over and try to insert it again.

• Switch on the OVO case power after the TM has been inserted.

Figure 2-4. Transport Media (TM) inserted in PC inside Case



2.4.1.4 Data Cleared on Load Election Voting data on the TM is cleared whenever an election or Training Election is loaded onto the OVO. Only one election at a time can be loaded.

2.4.2 Recovering Data from Transport Media

A TM with voting data can be inserted into any “cleared” PC in order to recover the data. This will not recover ballot images. Procedures for recovering data from a TM during voting are provided in the Election Day Troubleshooter’s Guide.

2.4.3 Testing the Transport Media

The OVO system automatically tests an inserted TM on startup and indicates whether the device is functioning or not. If a message indicates that the TM cannot be read, replace it with a working TM.

2.4.3.1 Transport Media LED

The TM has a LED indicator. When the LED is lit, the TM is powered and recognized by your computer. When data is being transferred, the LED blinks. Always wait for the LED to stop blinking to indicate completion of the data transfer before removing the TM. If the LED does not light up when the system is on, there may be a problem with the TM.

2.5 OVO: Maintaining the Printer The OVO uses a thermal printer to print reports and receipts. The printer is installed in an opening on the top of the OVO case.



Figure 2-5. OVO Printer

The printer uses paper rolls and has an automatic paper cutter. A paper cover-open button is accessible at the top of the printer. The printer LEDs and a form feed button are on the front of the printer. The printer on/off switch is located on the left side of the printer (not available when the printer is in the case). Paper can be replaced without removing the printer from the case.

Note: During voting, when the Printer is not properly connected, when paper is jammed or paper is out, a full-screen error message (#244/245) appears. Voting cannot continue until the problem is resolved. As soon as the problem is resolved, the system returns to a normal state.

2.5.1 Clearing a Paper Jam

To clear a paper jam, follow the steps below:

1. Pull the cover lever in the direction of the arrow to open the printer cover.

2. Remove the jammed paper, put the roll back in the printer and close the cover.

2.5.2 Cleaning the Print Head

After printing the print head can be very hot, so let it cool before you attempt to clean it. Do not damage the print head by touching it with your fingers or any hard object.



1. Make sure the system is switched off and unplugged before cleaning.

2. Open the printer cover by pressing the cover open lever.

3. Clean the thermal element of the print head with a cotton swab moistened with an alcohol solvent (ethanol, methanol or IPA).

2.5.3 Ordering More Paper

The paper must meet Unisyn’s paper specification requirements identified in the OVS Paper Specification. Contact the Unisyn vendor for recommended printer paper suppliers.

2.5.4 Installing a Paper Roll

An onscreen error message (#244/245) appears when the Printer has run out of paper. Be sure to use paper rolls that meet the above specifications. Do not use paper rolls that have the paper glued to the core, because the printer cannot detect the paper end correctly.

1. Make sure the printer is not receiving data.

2. Open the printer cover by pressing the cover-open lever at the top of the printer.

3. Remove the used paper roll core, if there is one.

4. Insert the new paper roll with the paper feed coming up from the bottom (not hanging over the top). The paper feed end of the roll should face the front of the printer (opposite the end with cables).

5. Pull out a small amount of paper and then close the cover. Press down on both sides of the cover to latch it securely.

Run the Test Printer diagnostic from the Maintenance (or Administrative) Menu to make sure the paper is installed correctly

2.5.5 Removing Thermal Paper for Storage

The thermal paper used by the OVO’s printer should not be stored for a long period of time before being used. Unisyn recommends storing printer paper separately in an environment that remains below 25º C. Industry standards for the shelf life of printed thermal paper, stored in a proper environment, are up to three years; OVO reports printed on recommended thermal paper will meet these standards. For paper specifications, refer to the Section 3.1 of the Paper Specification Guide.



2.5.6 Adjusting the Near-End Sensor

Open the printer cover.

Figure 2-6. Layout of Printer Interior

Move the paper-near-end sensor lever to forward or backward. (See Figure 2-7.) The position to be set varies in accordance with the setting of the printer, horizontal or wall mounting, or the diameter of the paper roll. If the outside diameter of the paper roll is approximately 24 mm put the switch in position 1, if the outside diameter is approximately 34 mm slide it to position 2.



Figure 2-7. Location of Paper-Near-Ends Sensor

2.6 OVO: Maintaining the Scanner

The system uses an optical mark reader to scan voted ballots. The scanner is installed in the OVO case with an exterior “Ballot Scanner Slot” bezel designed to feed ballot cards into the scanner.

The scanner is connected to PC within the OVO case. The scanner is controlled by the PC component. It scans ballot cards and rejects them back out the front slot when errors (overvotes and optionally undervotes) are read. It ejects accepted and recorded ballots out its rear slot into the ballot box. The ballots are collected in the bottom of the OVO Ballot Box case.

2.6.1 Ordering Card Stock

Contact the Unisyn vendor for recommended vendors. The card stock must meet Unisyn’s paper specification requirements identified in the OVS Ballot Paper Specification, Section 2.2.

2.6.2 Routine Cleaning

Periodically, the scanner unit requires cleaning and calibration operations to be performed. The scanner should be checked every 24 hours of continuous operations or every 5000 ballots.



• Cleaning glass: The glass area is prone to scratching. Clean the glass using a soft,

clean cloth and water, IPA (Isopropyl Alcohol), or Hexane. • Cleaning the read head: After approximately 5,000 transactions or every six

months, clean the surface of the read head with a soft cloth lightly moistened with Isopropyl alcohol. Also, blow out any dust and debris from the entire scanner mechanism using canned air. Note: The elapsed time between cleanings will vary depending on the cleanliness of the operating environment.

The following items are performed by Unisyn service every 10,000 transactions.

• Cleaning the rollers • Speed and Image Calibration • Head Gap Adjustment

2.6.3 Testing the Scanner

The OVO provides a Scanner diagnostic that can be run from the Maintenance Menu or from the Administrative Menu of the Election Application, but only when voting is not open. The test prompts for a “Pattern Card.” The first card inserted into the scanner slot sets a pattern, and the next cards inserted are matched against the pattern as matches or mismatches. The selections marked on each card are displayed onscreen.

The Scanner Test can be used for Acceptance Testing to test the system’s ability to handle quantity with accuracy and to test pre-election readiness for reading and ejecting ballot cards correctly. Special test cards may be provided by your Election Headquarters to test the Scanner’s ability to correctly scan all positions on the ballot.

2.6.4 Clearing a Scanner Jam The Scanner normally will eject a jammed card back out the input bezel. Contact your SST or Unisyn vendor if a card cannot be freed from the Scanner.

2.6.5 Recalibrating the Scanner

If the diagnostic test fails, it is possible to recalibrate the scanner utilizing the OVO Maintenance Diagnostics (as described in the Warehouse Technician’s Guide).

2.6.6 Replacing the Scanner

Contact your Unisyn vendor to have a qualified, Unisyn technician replace the scanner.



2.7 OVO: Scanner Marking Devices The OVO will accept both electronic and hand-marked ballots, as specified in the following sections.

2.7.1 Hand Marking Hand marking may be done with any marking instrument (pen) that is sufficiently dark and non‑reflective (in red light). Marks should be clear, legible, and exhibit a maximum reflectance of 25%. Most blue, black and green ballpoint pens and markers meet necessary reflectance requirements and may be used to mark forms. When marking forms, it is unnecessary to scrub over a mark, to make it appear big and dark. The clarity and positioning of the mark is more important than the apparent intensity. Since the scanner uses high-resolution imaging optics, marks may be made in a variety of shapes and sizes. Care must be taken, however, that marks do not extend past the edges of data boxes; and that marks have a stroke width of at least 0.012-inch (.305mm).

2.7.1.1 Types/Styles of Marks Marks may be made in a variety of styles, such as:

• Single stroke, positioned anywhere within the data box, with stroke direction parallel to the long axis of the data box

• Dots, circles or X’s positioned anywhere within box.

2.7.2 Electronic Marking Electronically-marked ballots are produced by the OVI-VC using the Star Micronics Thermal Printer. The printing method fills in the entire voting target area for a selected vote selection. There is no interpretation of vote selections. The OVO scanner processes pre-printed forms (forms pre-printed using ink or printed using thermal methods). Data and/or clock marks for pre-printed forms must adhere to the same reflectance, dimensional, and spacing requirements as for selection slips.






Section Three 3 OVI-VC

3.1 OVI-VC General System Maintenance The following procedures are basic preventative and corrective maintenance procedures. All components in the system except for the case and keypad are COTS.

Figure 3-1. OVI-VC and the ADA Components

3.1.1 Summary of Maintenance Procedures All components are specially configured and delivered through the Unisyn vendor, and, in general, Unisyn or a Unisyn representative handles corrective maintenance to ensure correct configuration.



Table 3-1. OVI-VC Maintenance Procedures Component Normal Maintenance Possible Corrective Maintenance

PC • Remove / Replace / Clear Transport Media

• Upgrade software as needed*

• Replace Transport Media

• Request service / replacement*

Touchscreen Display

• Clean screen • Run diagnostics

• Calibration • Request service / replacement*

Printer • Clean dust/debris • Clean print head periodically • Run diagnostics • Replace paper roll • Remove paper roll for storage • Acquire more paper

• Clear a paper jam • Replace paper roll • Request service / replacement*

Keypad • Clean • Run diagnostics

• Request service / replacement*

Headphones • Clean and store • Request service / replacement*

Sip and Puff • Clean and store • Request service / replacement*

Case • Clean and store • Request service / replacement*

* Contact Unisyn for information regarding software upgrades, service or replacement of OVI-VC components

3.1.2 Operation and Storage Environment

The following represent combined minimum / maximum conditions of the OVI-VC:


• Storage: Temperatures of 32º to 140º F (0º to 60º C) non-condensing humidity of 30% to 85%.


• Keep all equipment away from direct exposure to sunlight and avoid temperature extremes. The display’s touch panel is especially sensitive to sunlight and heat.








The OVI-VC case has an AC power inlet and single power cable for all the components located inside the case. The OVI-VC’s 15” display has a dedicated power brick, located beneath the display, and power cable. It is recommended that a grounded power source be used for the cables: a three-holed outlet or a surge-protected power strip. Power safety and failure prevention measures can be added with the UPS component.

After powering down the OVI-VC, both AC cables (main unit and display) should be disconnected from the power source.

3.1.3.1 Power Requirements

The OVI-VC system requires a power source of 110-240 VAC, 50/60 Hz. It is designed to work with the 120 VAC, 60 Hz power sources at most poll locations


Follow these recommendations for power connections:





• Use a three-hole, grounded, standard domestic power outlets.

• Do not connect appliances such as room heaters or coffee pots to the same power supply used by an OVI-VC system.


3.1.3.3 Powering on the OVI-VC

Proper maintenance includes properly turning on and shutting down the OVI-VC. To start up the system:

1. Make sure the OVI-VC case and display are plugged in to a power source.

2. Make sure a TM (USB storage device) has been inserted in the PC within the case. A TM is required for the system to start.



3. Push the power switch on the exterior back of the case, beside the power cable. After several introductory screens, if an election or LAT is loaded, you are prompted to enter a maintenance password.

3.1.3.4 Shutting Down the OVI-VC

To turn off the OVI-VC:

1. Shutdown OVI-VC via maintenance/election application screen.

2. Push the power switch on the case exterior to the off position.

3. Unplug the power cable.


If an equipment problem occurs at the polling place during voting, the default procedure is to replace the OVI-VC, unless the error has to do with the TM or an audio voting booth component. If the OVI-VC system is replaced, the original TM is inserted in the replacement system. When the replacement system is started, the system recovers the original voting data from the TM and voting can continue. Procedures to replace failed or deficient equipment during voting are provided in the Election Day Troubleshooter’s Guide.

3.1.4.1 Hardware Issues

• Pre-Election – Warehouse technicians load the election onto both precinct assigned units and extra OVI-VC systems and have cleared TMs ready as backup equipment.

• Election Day – Technicians serving as Troubleshooters are available to assist in replacing and/or bringing up to operational levels any equipment that causes an error condition.

• Post-Election – The warehouse manager and technicians are available to assist with recounts and potential post-election data recovery problems on specific precinct OVI-VC systems.

Directions for replacing equipment at the polls are provided in Election Day Troubleshooter’s Guide. A description of the recovery conditions and startup scenarios is provided in the Warehouse Technician’s Guide. New hardware components are acquired through the Unisyn vendor.

3.1.4.2 Software Issues

Steps to correct deficiencies or faulty operations in software or data:

1. Contact Troubleshooter/technicians



2. Proceed to designated specialists at the jurisdiction such as the System Support Technician (SST)

3. Issues are finally are escalated to the Unisyn vendor

NOTE: Issues pertaining to the system (not to an election) can be reported to Unisyn.

3.1.5 Maintaining the OVI-VC Case


• Clean the case with a damp cloth and mild detergent.







3.2 OVI-VC: Maintaining the PC The OVI-VC’s PC component requires minimum maintenance.

PC maintenance includes: • Returning the OVI-VC to Unisyn for repair or replacement of the PC. • Upgrading the Unisyn system/software as needed.

3.2.1 Replacing the PC Component

The PC is reliable and unlikely to encounter issues during voting unless there is a power issue. If the hard disk drive or any other system component fails, an error message is displayed onscreen, if possible, and no more ballots are accepted.

The recommended procedure is to replace the entire OVI-VC unit with another unit, which has the same election installed. The original TM is then removed from the faulty machine and inserted into the replacement system. When the replacement system starts, the system recovers automatically (as described in the Warehouse Technician’s Guide).



The faulty OVI-VC is returned to the Election Warehouse, where it can be inspected and tested to determine the cause of the error. If you can access the Admin Log function on the Maintenance Menu, you can view a report of system activities that led to the problem.

• Attempt to start the faulty system and observe all displayed error messages. Refer to codes in the appendix of the Warehouse Technician’s Guide.

• If the system will not start, access the Admin Log of the replacement system. The Administrative Log file of the faulty system, prior to recovery on the replacement system, is maintained in this log and should provide clues as to what went wrong. Each log entry has a code number. Refer to codes in the appendix of the Warehouse Technician’s Guide.

• If the Hard Drive or some portion of the PC has failed, contact the Unisyn vendor for hardware repair or replacement. Only a properly configured Unisyn PC may be used as part of an OVI-VC system.

• If the problem appears to originate with corrupt or nonmatching voting data, contact the SST or Unisyn representative for help in analyzing the situation.

3.2.2 Upgrading the Software

If the system software needs to be corrected or upgraded in any way, the Unisyn vendor will provide a software upgrade as a service. Release notes and installation instructions accompany the upgrade as needed. These upgrades will be approved by the State Election Commission prior to installation. The Software Server is used to upgrade the Software version on the OVI-VC.

3.2.2.1 System Configuration

The PC comes with a pre-installed binary “image” that includes a specially configured Linux Operating System, application server software, a Java platform and the Unisyn application software. The system also provides necessary driver software pre-installed and pre-configured. Please note that the BIOS is locked down, and all drives are locked for specific use by the system.

Note: Upgraded software can only be installed on an OVI-VC that has been correctly configured with the Unisyn build image.

3.2.2.2 Installing an Upgrade

Before installing an upgrade, make sure that all election issues are closed. Voting and election data residing on the OVI-VC will be erased. Make sure a cleared TM has been inserted in the OVI-VC. When you are ready, simply follow the provided release instructions (accompanying the software release) to perform the upgrade.



3.3 OVI-VC: Maintaining the Transport Media

A USB Transport Media (TM) device must be inserted in the OVI-VC’s USB port before the system will start. No special setup is necessary to use the TM devices, but they do have a special Unisyn configuration recognized by the system, and only Unisyn-provided Transport Media may be used in OVI-VC systems. These sturdy, extremely compact devices are easy to maintain and store.

Note: You must use USB devices configured as OVI-VC Transport Media. Contact your Unisyn vendor for information about acquiring additional TMs.

3.3.1 Clearing, Handling, and Storing TMs

Following an election, the TMs are delivered to Election Headquarters and are processed at a central count location. When data from the TMs has been uploaded and cleared, they are returned to the warehouse for storage and use in any OVI-VC system for the next election. Store the TMs according to the specified environmental conditions.

3.3.1.1 Mark “Cleared” Media before Storing

Cover and store the cleared TMs in boxes labeled “cleared.” If you are storing TM with election data (not cleared), be sure to note the title / date / precinct location of the election voting data the media contains.

3.3.1.2 Removing the Transport Media

• Power off the OVI-VC.

• Unlock and open the access door of the OVI-VC to access the TM in the USB drive.

• Never remove a TM while the system is writing data to it (the LED is blinking); you may corrupt the files or erase the entire content on the device.

• If voting is in progress and an error in the system has occurred, shut down or forcibly power-off the system. Then, remove the TM.

3.3.1.3 Inserting the Transport Media

• Make sure the system is powered off before inserting the TM.

• Insert the TMs connector end by pressing it gently, straight into the USB drive port.

• Close and lock the TM compartment.

• Switch on the OVI-VC case power.



3.3.1.4 Data Cleared on Load Election Data on the Transport Media is cleared whenever an election or Training Election is loaded onto the OVI-VC. Only one election at a time can be loaded.

3.3.2 Testing the Transport Media

The OVI-VC system automatically tests an inserted TM on startup and indicates whether the device is functioning or not. If a message indicates that the TM cannot be read, replace it with a working TM.

3.3.2.1 Transport Media LED

The TM has a LED indicator. When the LED is lit, the TM is powered and recognized by your computer. When data is being transferred, the LED blinks. Always wait for the LED to stop blinking to indicate completion of the data transfer before removing the TM. If the LED does not light up when the system is on, there may be a problem with the TM.

3.4 OVI-VC: Maintaining the LCD Touchscreen Display

The OVI-VC uses a 15” color, liquid crystal display (LCD) monitor with touch panel for input and display for the OVI-VC unit.

Run the Test Touchscreen diagnostic from the Maintenance->Diagnostic Menu to make sure the Touchscreen keypad is functioning properly.

3.4.1 Handling, Cleaning and Storing

The touchscreen display is fragile and should not be exposed to impact or shock. Never touch the display area or rub on it with a hard, stiff object or tool, and keep food particles away from the display area.

Warnings: • Disconnect power before handling to avoid shock. • Do not disassemble or modify the touchscreen monitor. • If the LCD glass breaks, do not contact, inhale, or ingest the liquid crystal material

that may spill out, and avoid contact with the broken glass. If liquid crystal material comes into eyes or mouth, rinse immediately with water. If it contacts skin or clothing, wash it off immediately with alcohol and rinse with water.

The display area is highly prone to scratching. Clean the display using a soft, clean cloth and water, IPA (Isopropyl Alcohol), or Hexane. Do not use ketone type material (such as Acetone), Ethyl alcohol, toluene, ethyl acid or Methyl chloride to clear the panel. These substances may permanently damage the panel.



Do not let water or oil penetrate the display’s surface. If the droplets are left on the display, staining and discoloration may occur.

It is important to store the touchscreen display away from sunlight and ultra violet (UV) radiation to avoid the possibility of an air bubble developing within the glass panel.

3.4.2 Recalibrating the Display

If the touchscreen calibration or diagnostic test fails, it is possible to recalibrate the touchscreen utilizing the OVI-VC Maintenance Diagnostics (as described in the Warehouse Technician’s Guide).

3.4.3 Replacing the Display If a touchscreen display needs repair or replacement, contact your Unisyn vendor.

3.5 OVI-VC: Maintaining the Printer

The OVI-VC uses a thermal printer to print ballots and reports. The printer is installed inside the OVI-VC case. The printer uses paper rolls and has an automatic paper cutter. A paper cover-open button is accessible at the top of the printer. The printer LEDs and a form feed button are at the base of the printer (not available when the printer is in the case). The printer on/off switch is located on the front of the printer (not available when the printer is in the case). Paper can be replaced without removing the printer from the case.

Figure 3-2. OVI-VC Printer Layout



Note: During voting, a full-screen error message (#244/245) appears if the printer is not properly connected, if the paper is jammed or the printer is out of paper. Voting cannot continue until the problem is resolved. As soon as the problem is resolved, the system returns to a normal state.

Run the Test Printer diagnostic from the Maintenance -> Diagnostic Menu to make sure the printer is functioning properly.

3.5.1 Clearing a Paper Jam

To clear a paper jam, follow the steps below:


2. Lift the top of the OVI-VC to gain access to the printer.

3. Pull the cover lever in the direction of the arrow to open the printer cover.

4. Remove the jammed paper, put the roll back in the printer and close the cover.

5. Close the OVI-VC and lock.

3.5.2 Cleaning the Print Head

After printing the print head can be very hot, let it cool before you attempt to clean it. Do not damage the print head by touching it with your fingers or any hard object.


2. Lift the top of the OVI-VC to gain access to the printer.

3. Open the printer cover by pressing the cover open lever.

4. Clean the thermal element of the print head with a cotton swab moistened with an alcohol solvent (ethanol, methanol or IPA).

3.5.3 Ordering More Paper

The paper must meet must meet Unisyn’s paper specification requirements identified in the OVS Ballot Paper Specification. Contact the Unisyn vendor for recommended printer paper suppliers.

3.5.4 Installing a Paper Roll

Be sure to use paper rolls that meet specifications. Do not use paper rolls that have the paper glued to the core. The printer should be checked for damage and cleanliness when changing the paper roll. Paper rolls should be clear of any adhesives or unintentional marks. If you notice anything on the outer part of the roll, the roll should be extended beyond the marked/glued area and the contaminated area cut off before insertion in the printer.



1. Make sure the printer is not receiving data.

2. Open the printer cover by pressing the cover-open lever at the top of the printer.

3. Remove the used paper roll core, if there is one.

4. Insert the new paper roll with the paper feed coming up from the bottom (not hanging over the top). The paper feed end of the roll should face the front of the printer (opposite the end with cables).

5. Pull out a small amount of paper and then close the cover. Press down on both sides of the cover to latch it securely.

Run the Test Printer diagnostic from the Maintenance (or Administrative) Menu to make sure the paper is installed correctly.

3.5.5 Adjusting the Near End Sensor

1. Open the printer cover.

2. Determine the diameter of the paper roll you are using and find the required setting in the table, as described in the vendor documentation, Thermal Printer TSP700II Series Hardware Manual.pdf.

3. Insert the tip of a ballpoint pen or similar object into the hole of the adjuster, and then push and slide the adjuster to the desired setting.

4. When changing the setting, make sure that the position of the hole is aligned with the alignment mark indicated by the arrow.

3.5.6 Removing Thermal Paper for Storage

The thermal paper used by the OVI-VC’s printer should not be stored for a long period of time before being used. Unisyn recommends storing printer paper separately in an environment that remains below 25º C. OVI-VC reports printed on thermal paper have an expected legible lifetime of 5-7 years if stored in a proper environment.



3.6 OVI-VC: Maintaining Voter Assisted Components

3.6.1 Keypad If cleaning is required, use a damp cloth on the keypad exterior. Use a cotton swab lightly moistened with water to clean around keys. Run the Test Keypad diagnostic from the Maintenance -> Diagnostics Menu to make sure the keypad is functioning properly.

3.6.2 Headphones Use a cotton swab lightly moistened with alcohol to clean headphones. Run the Test Audio diagnostic from the Maintenance -> Diagnostics Menu to make sure the headphones are functioning properly.

3.6.3 Sip and Puff The mouthpieces provided with the Sip and Puff are disposable and require no maintenance or cleaning. To clean other areas of the Sip and Puff, use a cotton swab lightly moistened with alcohol. Run the Test Binary Input diagnostic from the Maintenance -> Diagnostic Menu to make sure the sip and puff is functioning properly.



Section Four 4 FVT

4.1 FVT General System Maintenance

This section describes the maintenance procedures for the FVT. All components in the system, except for the case and keypad, are COTS.

Figure 4-1. FVT

4.1.1 Summary of Maintenance Procedures All components are specially configured and delivered through the Unisyn vendor. Unisyn or a Unisyn representative handles corrective maintenance to ensure correct configuration. The Maintenance screen can be accessed manually or by using a Maintenance Barcode. To access the Maintenance screen manually, access the Admin screen and press the Maintenance menu item. The password prompt screen appears, enter the Maintenance password. The



Maintenance screen will appear with the Maintenance Menu items listed in the left side column. The jurisdiction will issue a printed Maintenance barcode that can be scanned by the barcode reader to access the Maintenance screen.

Table 4-1. FVT Maintenance Procedures Component Normal Maintenance Possible Corrective Maintenance Tablet • Clean screen

• Run diagnostics • Upgrade software as needed*

• Calibrate touchscreen • Request service / replacement

Barcode Reader

• Clean/dust lens • Run diagnostics/test barcode

• Request service / replacement

Printer • Clean dust/debris • Clean print head periodically • Run diagnostics • Replace paper roll • Remove paper roll for storage • Acquire more paper • Adjust near-end sensor

• Clear a paper jam • Replace paper roll • Request service / replacement

Case • Clean and store • Request service / replacement

* contact Unisyn for information regarding software upgrades

4.1.2 Operations and Storage Environment

The following represent combined minimum / maximum conditions for the FVT unit:


• Storage: Temperatures of 32º to 140º F (0º to 60º C). Non-condensing humidity of 30% to 85%.


• Keep all equipment away from direct exposure to sunlight and avoid temperature extremes. The display with touch panel is especially sensitive to sunlight and heat.








The FVT case has an AC power inlet and single power cable. It is recommended that you use a grounded power source for the cable: a three-hole outlet or a surge-protected power strip. The FVT system requires a power source of 110-240 VAC, 50/60 Hz. It is designed to work with the 120 VAC, 60 Hz power sources at most poll locations. Power safety and failure prevention measures can be added with the UPS component.


Just as with the other voting equipment, follow these recommendations for power connections:





• Use a three-hole, grounded, standard domestic power outlet.

• Do not connect appliances such as room heaters or coffee pots to the same power supply used by a FVT unit.


4.1.3.2 Powering On the FVT

Proper maintenance includes correctly turning on and shutting down the FVT. The correct way to start up the system:

1. Make sure the FVT case is plugged in to a power source.

2. Push the AC power switch to the On position. The AC power switch is located on the exterior back of the case, beside the power cable. This will power on all the components of the FVT, including the tablet.

Note: Unisyn provides a tool to startup the tablet if it doesn’t power on with the FVT unit. Simply insert the tip of the tool in the pin hole located on the side of the tablet to turn on and off the tablet manually.



4.1.3.3 Shutting Down the FVT

To turn off the FVT system:

1. Access the Admin Menu, select the Utilities function from the Menu in the left panel.

2. Select the Turn off screen function in the right panel.

3. Push the AC power switch to the Off position.

4. Press the Continue button and the screen will fade to black.

5. Unplug the power cable.

4.1.4 Maintenance Password

There are two ways to access the Maintenance screen on the FVT at startup. One way is to select Manual Entry on the startup screen and enter the maintenance password created at Election Headquarters. The second way is to use the Maintenance barcode provided by Election Headquarters. When you enter the maintenance password, the Maintenance Application starts.


In the event there is an issue with the FVT on Election Day, the default procedure is to replace the FVT unit. The technician or troubleshooter can try to determine if the issue is with the tablet, barcode scanner or the printer and if it can be fixed by replacing the defective unit. If the problem persists, the procedure to replace failed or deficient equipment during voting is provided in the Election Day Troubleshooter’s Guide.

4.1.6 Maintaining the FVT Case


• Clean the case with a damp cloth and mild detergent.









4.2 FVT: Maintaining the Tablet

The tablet is housed within a plastic bezel case that is attached to the deck of the FVT case by an adjustable metal kickstand assembly. The bezel case should be wiped down with a clean soft cloth to remove dust and finger prints. The LCD touchscreen should be cleaned with a soft cloth to remove dust and finger prints. The best type of cloth to use to clean the touchscreen is a microfiber cloth. Never rub on the touchscreen with a hard, stiff object or tool to remove stubborn particles or smudges. Remove them with a slightly dampened, clean soft cloth. (Do not use paper towel as it may scratch the touchscreen’s surface.) To avoid debris of this type, keep food particles away from the tablet area.

It is important to store the touchscreen display away from sunlight and ultra violet (UV) radiation to avoid the possibility of an air bubble developing within the glass panel. The Tablet should be stored, in a fully reclined position, within the securely closed and locked FVT case. Ensure that the metal kickstand is laid flat beneath the tablet to prevent damage to the tablet when closing the case lid. The tablet is fragile and should not be exposed to impact or shock. If there is an issue with the tablet’s operation, contact Unisyn or a Unisyn representative that handles corrective maintenance.

4.2.1 Upgrading Software All software upgrades will be with a Unisyn provided USB TM. The OCS application(s) will begin the update process once the application files on the USB have been verified by the Unisyn Public Asymmetric Key, which is installed on the system as part of the manufacturing process. After the upgrade has been complete, the system will prompt for a restart. On restart, the system will remove all election data from the application, but the Unisyn Public Key, Costumer Public Key, Machine Asymmetric keys and machine name will remain intact.

4.3 FVT: Maintaining the Printer The FVT uses the same printer as the OVI-VC. Refer to the OVI-VC maintenance instruction in Section Three for information on the care, cleaning and maintenance of the FVT printer.

4.3.1 Testing the Printer Run the Printer Test diagnostic from the Maintenance -> Diagnostics Menu to make sure the printer is functioning properly.



4.4 FVT: Maintaining the Barcode Reader The barcode reader is located in the lower left corner on the front of the FVT case. It is recessed up inside the case to protect the reader lens. It is hard to reach so cleaning is done only as needed. Use a soft clean cloth, preferably a microfiber cloth, and gently wipe the lens. This will clean dust and small particles from the lens of the scanner. Do not use abrasive towels or cloth to clean the lens as this will damage the lens. Use only clean water to remove spots, do not use household cleaners on the scanner as they can leave spots and streaks.

4.4.1 Test the Barcode Reader Run the Barcode Reader Test diagnostic from the Maintenance -> Diagnostics Menu to make sure the barcode reader is functioning properly.

4.5 FVT: Maintaining the Voter Assisted Ballot Components

4.5.1 Keypad If cleaning is required, use a damp cloth on the keypad exterior. Use a cotton swab lightly moistened with water to clean around keys. Run the Keypad Test diagnostic from the Maintenance -> Diagnostics Menu to make sure the keypad is functioning properly.

4.5.2 Headphones Use a cotton swab lightly moistened with alcohol to clean headphones. Run the Audio Test diagnostic from the Maintenance -> Diagnostics Menu to make sure the headphones are functioning properly.

4.5.3 Sip and Puff The mouthpieces provided with the Sip and Puff are disposable and require no maintenance or cleaning. To clean other areas of the Sip and Puff, use a cotton swab lightly moistened with alcohol. Run the Binary Input Test diagnostic from the Maintenance -> Diagnostic Menu to make sure the sip n puff is functioning properly.



Section Five 5 Maintenance Tool Kit Recommendation

5.1 Approved Tools for Maintenance and Repairs The following tools and cleaning materials are used during normal maintenance of the OpenElect Voting Devices and can be obtained from Unisyn.

Figure 5-1. Maintenance Tool Kit • Wire Cutters • T-Handle Torx Driver T8 • 5/16” Open-End Wrench • T-Handle Hex Key Driver 7/64” • ¼”, 3/16”, 11/31”, 5/16” Nut drivers • 5/64” Hex driver • Standard Pliers • Reversible Multi-Bit Screw Driver • Tool Bag

• Plastic Feeler Gauge .015” (Pink) • Plastic Feeler Gauge .030” (orange) • Steel Feeler Gauge .010 • 70% Isopropyl Alcohol • Microfiber Cloth • Keys for the equipment being serviced • Speed/Image Calibration Sheets • Black Tie Wraps • Portable ESD kit (See Section 5.1.2)



5.1.1 Approved Cleaning Products All cleaning products are approved by Unisyn for use with the voting equipment. They are COTS products and can be found at most hardware store or listed suppliers.

• Compressed air (dusters) can be obtained from Staples, Home Depot, Lowes, etc.

• Solvents that should be used are:

− Isopropyl Alcohol (70%)

− Goo-Gone Citrus cleaner (Optional) a surface-safe remover used for removing unwanted labels or sticky residue from labels use.

5.1.2 Electrostatic Discharge (ESD) Protection The portable ESD kit includes a Mat, Wrist Strap and Common Point Ground Cord.

The mat is available in Blue or Gray; sizes 2' x 2', 2' x 3' or 2' x 4'. Place it under the OVD to prevent electrostatic transfer to the OVD. Wrap the wrist strap around the wrist to prevent the transfer of electrostatic energy.

Slip the common point ground cord around the ground prong (a) or attach it to the screw in a common electrical outlet (b).

Mat

Common Point Ground

Cord

Wrist Strap

a b