AutoMARK
Pre-Election Day Checklist
Version Number 1.1.x – 1.3.x
Election Systems and Software, Inc.
11208 John Galt Blvd.
Omaha, Nebraska 68137
United States of America
Phone
(402) 593-0101
Toll Free
(877) 377-8683
Fax
(402) 593-8107
http://www.essvote.com
AutoMARK Pre-Election Day Checklist
Page 2
 2008 by Election Systems & Software, 11208 John Galt Blvd., Omaha, NE 681372364.
All rights reserved. Printed in the USA
Security Recommendations, ES&S, Omaha, NE
This document, as well as the product described in it, is furnished under license and may
be used or copied only in accordance with the terms of such license. The content of this
document is furnished for informational use only, is subject to change without notice, and
should not be construed as a commitment by Election Systems & Software, Inc. Election
Systems & Software, Inc., assumes no responsibility or liability for any errors or
inaccuracies that may appear in this document. Except as permitted by such license, no
part of this publication may 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 permission of Election Systems & Software, Inc.
Disclaimer
Election Systems & Software does not extend any warranties by this document. All
product information and material disclosure contained in this document is furnished
subject to the terms and conditions of a purchase or lease agreement. The only
warranties made by Election Systems & Software are contained in such agreements.
Users should ensure that the use of this equipment complies with all legal or other
obligations of their governmental jurisdictions.
All products described in this document are registered trademarks of Election Systems &
Software Inc. All other products mentioned are the sole property of their respective
manufacturers.
Proprietary Information
ES&S has identified and appropriately marked relevant portions of this document, which
it considers confidential and proprietary. We request confidential treatment by the EAC of
such information and would expect that such information is exempt from required
disclosure. In the event that a third party requests disclosure of information which ES&S
considers confidential and proprietary, we would ask that the EAC notify ES&S of such
requested disclosure in order to provide us with an opportunity to seek exemption from
disclosure.
The document sections referenced below contain Election Systems and Software, Inc.
(ES&S) confidential information, which is provided for the sole purpose of permitting the
recipient, to evaluate the ES&S Voting System submitted herewith. The following
sections are designated as “Proprietary and Confidential” by Election Systems &
Software.
Proprietary Document Section
Page 10
Confidential and Proprietary to ES&S
Description
Remove Select Available Precinct
July 31, 2011
AutoMARK Pre-Election Day Checklist
Page 3
Table of Changes
Date of Change
Description of Change
02.07.2008
Removed Select Available Precinct information and renumbered steps beginning at Step 44
07.31.2009
Updated Step 31 to reflect the correct terminology from the screen
07.31.2011
Updated date and general formatting edits
Confidential and Proprietary to ES&S
July 31, 2011
AutoMARK Pre-Election Day Checklist
Page 4
Checking Supplies and the Equipment
 1. 1 set of headphones
 2. 1 compact flash card with election definition
 3. 1 power cord
 4. Unmarked ballots for the appropriate election
 5. 1 mode switch key
 6. 1 compact flash access door key
 7. 1 container of alcohol wipes
Preparing the ES&S AutoMARK™
 8. Remove the AutoMARK™, power cord, Access Door Key, Mode Switch
Key, and the headphones from the carrying/storage case.
 9. Position the AutoMARK™ in front of you. The Keypad is located on the
front of the terminal.
 10. Inspect the power cord for damage. If the cord is damaged, discard it and
contact ES&S for a new cord.
 11. Plug the female end of the power into the back of the AutoMARK™.
 12. Plug the male end of the power cord into the wall outlet.
 13. Move the lid latches towards the outer edge to open the lid.
 14. Lift the lid flap and rotate it back until it rests on top of the lid.
 15. Lift the entire lid away from you into a vertical position. The Touch
Screen Monitor under the lid is now visible.
 16. Lift the Touch Screen Monitor towards you into a vertical position.
 17. Close the lid, leaving the Touch Screen Monitor in the upright position.
The Touch Screen Monitor is held in place by tension bearings that allow it to
remain in the upright position.
Confidential and Proprietary to ES&S
July 31, 2011
AutoMARK Pre-Election Day Checklist
Page 5
 18. Pull up on the Ballot Feed Tray, then pull it towards you and lower it into
position.
 19. Adjust the angle of the Touch Screen Monitor for viewing comfort.
 20. Plug the headphones into the appropriate headphone jack in front of the
terminal (optional).
Cleaning the ES&S AutoMARK™
 21. Use alcohol wipes to clean the outside panels and screen of the
AutoMARK™ unit. Ensure the unit is dry before turning it on.
NOTE: Never use products with ammonia to clean the touch screen – this could
eventually damage the screen.
Installing The Compact Flash Card
 22. Using the Access Door key provided, unlock the Access Door containing
the compact flash card.
Compact Flash
Card
Compact Flash
Access Door
Compact Flash
Access Door
Key
Confidential and Proprietary to ES&S
July 31, 2011
AutoMARK Pre-Election Day Checklist
Page 6
 23. Insert the compact flash card containing your new election files. The back
of the card has a ridge along the edge opposite of the connection edge (edge
with small holes). When inserting the compact flash card ensure the label is to
the left and the ridge is to the right and the connection edge goes into the unit.
Do not force the compact flash card – it should be relatively easy to install if in
the correct position.
AutoMARK™
Compact Flash
Card
Connection Edge
 24. Close and lock the Compact Flash Access Door store the access key.
NOTE: The compact flash card must be installed and remain in the
AutoMARK™ before ballots can be processed.
Confidential and Proprietary to ES&S
July 31, 2011
AutoMARK Pre-Election Day Checklist
Page 7
Installing the Test Ink Cartridge
The Election Day ink cartridge may be a regular Inkjet cartridge (for tabulators
utilizing visible light read technology) or a Jumangi Infrared Cartridge (for
tabulators utilizing Infrared read technology). Install the appropriate ink cartridge
for the tabulator that is being used in conjunction with the AutoMARK™.
The Test Ink Cartridge is an ink cartridge that is used only for testing prior to
Election Day.
NOTE: An ink cartridge must be installed for Election Day prior to the
AutoMARK™ being turned on. If the unit is turned on without the ink cartridge
installed, the following message will appear:
Alert! A problem has occurred. Please notify an election official. The print
cartridge is missing.
 25. Remove the screw or snap that secures the Rear Access Door. Open the
Door.
NOTE: Securing the Rear Access Door is optional. You may not find a screw or
snap securing the door.
 26. Insert the Test ink cartridge and, using the screw or snap, re-secure the
Rear Access Door.
Rear Access Door
Ink
Cartridge
Confidential and Proprietary to ES&S
July 31, 2011
AutoMARK Pre-Election Day Checklist
Page 8
 27. Insert the mode switch key into the Key-Operated Mode Switch and turn
to the Test Position to access the AutoMARK™ Main Menu.
NOTE: The screen will remain blank for approximately one minute after the key
is turned to the Test position. The AutoMARK™ Main Menu will display once
the unit is finished downloading data from the compact flash card.
 28. Select Service Print Cartridge, and when prompted select Yes to the
question, “Have you changed your printer cartridge?” Answering yes to this
question resets the Ink Remaining Percentage to 100%. The Ink Remaining
Percentage is displayed in the lower left corner of the AutoMARK™ Main
Menu.
 29. The type of ink cartridge being used for Election Day must be configured if
using Jumangi Infrared ink. Select System Maintenance from the
AutoMARK™ Main Menu.
 30. Enter the System Maintenance default password of VOGUE and press OK.
NOTE: The system password may be customized from the System Maintenance
Menu –Set Admin Password Button. See the AutoMARK Jurisdiction Guide for
instructions on setting a new password.
 31. Select Ballot Type Selection. If you are using a regular inkjet cartridge for
visible light read tabulators, do not place a check in the check box. If you are
using a Jumangi Infrared cartridge for Infrared read tabulators, touch the
check box to “Enable for Optech Ballots”. Press Done to return to the System
Maintenance menu.
Setting Date and Time
 32. Select Set Date/Time from the System Maintenance menu.
 33. Select Date by choosing the radio button next to date.
 34. If the date is NOT correct, press Clear.
 35. Using the Keypad enter the correct Date in the MM-DD-YY format and
press Apply. A message will state, “Change was successfully applied.” If you
enter the date in the wrong format and press Apply, this error message will
appear “ERROR! Format: MM-DD-YY”. Press Clear and re-enter the Date
in the correct format.
Confidential and Proprietary to ES&S
July 31, 2011
AutoMARK Pre-Election Day Checklist
Page 9
 36. Select Time by choosing the radio button next to time.
 37. If the time is NOT correct, press Clear.
 38. Using the Keypad enter the correct Time in the HH:MM AM/PM format
and press Apply. A message will state, “Change was successfully applied.”
NOTE: If you don’t select AM or PM, the system will automatically select AM.
 39. Press Done to exit and return to the System Maintenance screen. Press
Done again to return to the AutoMARK™ Main Menu screen.
Unlocking the Flash Memory Card
If this is the first time you have accessed a new election flash card on a particular
machine, you may need to unlock the flash card to make your election accessible to the
AutoMARK. When coding an election for the AutoMARK, an encryption code is
typically established for election security.
If the flash card is locked you may get a message when you turn the key to the On
position that says, “Alert! A problem has occurred. Please notify an election official.
Files have been tampered with or wrong access code!”
NOTE: This message will only be displayed if you have turned the key to the ON
position and the flash card has not been unlocked for this system.
 40. From the AutoMARK™ Main Menu, select Unlock Flash Card.
 41. Touch the indicated white field (box) on the screen to display a keypad.
 42. Enter the Unlock Code (Encryption Code) and press Done on the key pad
window, then press Unlock.
 43. When the screen responds that the Unlock was successful, press Done.
Confidential and Proprietary to ES&S
July 31, 2011
AutoMARK Pre-Election Day Checklist
Page 10
Conducting the Ballot Print Test
Conducting the Ballot Print Test is done to test the accuracy of the election
definition and the accuracy of the print on the ballot once it is marked. All
ovals/arrows are filled in and the candidate names are printed on the ballot. If
the ovals are not filled in properly, or the names are printed incorrectly,
adjustments should be made to the Printer Calibration.
 44. Press Test Ballot Print on the screen.
 45. Select the Enable Calibration Suggestions box.
 46. Insert an unmarked ballot being used in this election into the ballot feed
tray.
 47. Once the AutoMARK™ prints and ejects the ballot, confirm the
AutoMARK™ filled all ovals/arrows and printed the name of each candidate or
choice next to the oval/arrow.
Press Yes to recalibrate the printer, if a calibration suggestion is presented. You
may also receive a message indicating that no re-calibration is necessary.
 48. Repeat steps 46 and 47 inserting the ballot in all possible orientations
(right-side up, upside down, inserted front-wards and backwards). Confirm the
AutoMARK™ filled all ovals/arrows and printed the name of each candidate
next to the oval/arrow.
 49. Press Done when testing of ballot print is completed.
Checking the Battery Status
 50. Press the Battery Status button.
 51. Confirm the Power source is External and the battery strength is Good.
The power source is External when the unit is operating on power from an
electrical outlet. The power source is Battery when the unit is operating on
power from the internal battery.
NOTE: Run all elections using an external power source.
 52. Press Done.
Confidential and Proprietary to ES&S
July 31, 2011
AutoMARK Pre-Election Day Checklist
Page 11
Calibrating the Touch Screen
The Touch Screen must be calibrated before every election to ensure it is
functioning properly. This process assures the touch point of the voter is marking
the proper spot. If the Touch Screen is not functioning properly, ballots could be
marked incorrectly.
 53. Select Calibrate Touch Screen.
 54. Press the Calibrate button to start the calibration.
 55. Carefully press and briefly hold the stylus or finger, on the center of the
target then release. Repeat as the target moves around the screen.
 56. When prompted to do so, press the screen to save your calibration settings.
If you do not touch the screen within 30 seconds, the new calibration settings
will not be saved.
 57. Press Done after you complete the calibration. If you skip this step, the
settings may not be remembered when the system is re-booted.
Testing the AutoMARK™
Perform thorough testing to ensure everything is in working order before the
election. The sooner the tests are performed, the sooner an issue that may arise can be
resolved. You will need multiple unmarked ballots for your current election to test.
Please ensure you are using ballots for precincts stored on your compact flash card if
Select Precincts/Ballots feature is being used.
 58. Turn the Mode Switch Key to the On position.
 59. Insert Your Ballot should be displayed on the screen.
 60. Using a ballot from your current election, insert an unmarked ballot into the
ballot feed tray.
 61. Select a Language if multiple languages are available.
Confidential and Proprietary to ES&S
July 31, 2011
AutoMARK Pre-Election Day Checklist
Page 12
 62. Test all buttons at the bottom of the touch screen to ensure proper operation
(Back, Zoom In/ Out, Exit Return Ballot, High Contrast, Next).

The ZOOM IN/OUT button will change the size of the display font
between the normal font and a large size font to meet the individual
voter’s needs. In any instance where the contest extends off the
screen, a MORE navigation bar will be displayed allowing the voter
to scroll up and down to see the entire content of the contest.

The EXIT RETURN BALLOT will return the voter’s ballot
unmarked.

The HIGH CONTRAST button will change the display between
the normal full color view and a high contrast Black & White view.
(White text on a black background.)

The NEXT and BACK buttons are used to proceed to the NEXT
contest, and go BACK to a previous contest.
Confidential and Proprietary to ES&S
July 31, 2011
AutoMARK Pre-Election Day Checklist
Page 13
Vote Ballot Using Touch Screen (Only)
 63. Select a Candidate or contest choice by touching the oval/arrow or
anywhere on the line.
 64. The selection will be highlighted in yellow, and the oval/arrow will be
filled.
In a “Vote for ONE” contest, if you wish to change your selection, simply touch
on your new choice. The previous selection will be de-selected and your new
selection will be highlighted with the oval/arrow filled.
To write-in a candidate using the Touch Screen
 65. On a Contest Screen, select Write-In. Enter your choice for
the write-in using the keyboard.
NOTE: Press the Cancel button to close the write-in screen without entering a
candidate and return to the contest screen.
 66. Confirm your write-in text on the top of the write-in screen.
 67. Press OK to accept your write in and return to the previous screen. The
Write-in line will be highlighted in yellow, the oval/arrow will be filled in and
your write-in text will be displayed.
 68. In a “multiple vote for” contest, once you have selected the maximum
number of choices and attempt to select an additional choice, a message will be
displayed indicating that you have over voted. If you wish to change a selection,
you must first de-select a previous choice and then you may make a new
selection.
 69. If your election is coded to “Alert Under-votes”, an Under-vote message is
displayed if you forget to, or choose to not make a selection in a contest. You
may then either return to the contest and make a selection, or continue to the
next contest without making a selection.
 70. When you have completed making your selections in each contest the
Summary of Selections screen is displayed for you to review your selections.
Any Under-Voted contests will be displayed in RED. If you wish to re-visit a
contest to change your selection, touch the contest on the review screen and that
contest will be displayed. After making any changes, press the Next button and
you will be returned to the Summary screen.
Confidential and Proprietary to ES&S
July 31, 2011
AutoMARK Pre-Election Day Checklist
Page 14
 71. When you are done reviewing your selections, press the Next button to
continue.
 72. If you are ready to have your ballot marked, Press the Mark Ballot button.
 73. Remove marked ballot. The Insert Your Ballot screen will appear.
Vote Ballot Using Keypad
 74. Voters can use the keypad to maneuver through the ballot and make
choices. Typically the keypad is used by the visually impaired and headphones
should be used to hear ballot instructions and prompts.
Forward/Next
Scroll Up
Screen On
Select
Audio Repeat
Back
Scroll Down
Audio Speed
- Decrease
+ Increase
Volume
- Decrease
+ Increase
 75. Insert unmarked ballot into the ballot feed tray.
 76. If multiple languages are available, use the Down Arrow key to scroll
through languages. Use the square Select key to select a language.
 77. The ballot will be identified and the Voting Instructions will be read. The use
of the keypad keys will be explained.
 78. Press the Right Arrow key to proceed to the first contest. The Contest, the
quantity available to vote for, and the number of choices available for selection,
will be identified.
Confidential and Proprietary to ES&S
July 31, 2011
AutoMARK Pre-Election Day Checklist
Page 15

Use the round Repeat key to have the last spoken phrase repeated.

Use the Tempo key to adjust the speed at which the synthesized voice reads
the text. Each time Tempo is pressed the current phrase will be re-started at
the newly selected speed.

Use the Volume key to adjust the synthesized speech to your personal
comfort level.

Use the diamond shaped Screen key to toggle the monitor screen on and off.
The screen would typically be turned off for privacy, while voting the audio
ballot.
 79. Press the Down Arrow key to scroll through the choices within a contest. Use
the Select key to select a choice once it has been read. If you wish to change your
selection in a “Vote for ONE” contest, simply scroll to your new choice and press
the Select key. The new selection will override your previous selection.
To write-in a candidate using the Keypad
 80. On the Contest Screen, select Write-In.
NOTE: Press the Left Arrow on the Keypad to close the write-in screen without
entering a candidate and return to the contest screen.
 81. On the Write-In Screen, using your Keypad, use the Up and Down Arrow
keys to scroll through each letter or option being read. Once you hear the letter
or option you want, press Select.
 82. Confirm your write-in text as it is being read to you or on the top of the
write-in screen.
 83. Press the Right Arrow key to accept your write-in and return to the
previous screen. Your write-in will be read to you again.
 84. Press the Right Arrow key to proceed to the next contest.
If you attempt to over vote a “Vote for Multiple” contest, an Alert message
directs you to de-select a previous choice before making a new choice.
Confidential and Proprietary to ES&S
July 31, 2011
AutoMARK Pre-Election Day Checklist
Page 16
 85. If your election is coded to “Alert Under-votes”, and you forget to, or
choose to not make a selection in a contest, an Under-vote Alert directs you to
either return to the contest and make a selection, or continue to the next contest
without making a selection.
 86. Once all races are voted, the Summary of Selections allows you to scroll
through all of the contests and verify your selections. If you are satisfied with
your selections, press the Right Arrow key.
 87. If you are ready to have your ballot marked, press the Select key. The
ballot will be marked and then returned to you.
 88. Remove the marked ballot. The Insert Your Ballot screen will appear.
Conducting the Ballot Read Test
 89. Insert a marked ballot into the ballot feed tray.
 90. Select a Language if multiple languages are available.
A screen appears and instructions are read regarding how to verify the votes.
 91. Press Next or the Right Arrow to access the Verification Summary
screen.
 92. Review the selections that are marked on the ballot.
 93. When done, press Next or the Right Arrow key to return the ballot
 94. Remove your ballot from the ballot feed tray.
Printing the Operation Log (System Log File)
These steps do not necessarily need to be preformed as part of pre-election
preparations. They are provided for your information, and would typically be
performed post-election, if a system log printout were required.
 95. Turn the mode switch key to Test.
 96. Select Operations Log from the AutoMARK™ Main Menu.
 97. Review the operations log and press Print. Press the Up and Down
buttons to review all the pages of the operations log. To view a specific page of
Confidential and Proprietary to ES&S
July 31, 2011
AutoMARK Pre-Election Day Checklist
Page 17
the operations log, touch the white space under “Go to page:” and enter the
page number using the on-screen keypad and press Done. Press Go and the
page that you entered will be displayed on the screen.
 98. When the screen displays Insert a Blank Ballot Stock Paper, place blank
ballot stock into the Ballot Feed Tray. The AutoMARK™ automatically begins
printing the operation log, printing 66 lines per page.
NOTE: Use only ballot stock paper in the AutoMARK™, any other paper will
greatly increase the risk of paper jams.
 99. If there are more than 132 entries in the operation log, you will need
several pages. After a page has been ejected from the AutoMARK™, if the
message Insert a Blank Ballot Stock Paper appears, insert another blank
ballot stock into the Ballot Feed Tray. Repeat this process until the message
Printing Done appears.
 100. Press Done to return to the AutoMARK™ Main Menu.
NOTE: The Operations Log file is stored on the compact flash card, not the unit itself.
Shutting down and storing the AutoMARK™
 101. Turn the mode switch key to the Off position, remove, and store in a
secure location.
Remove the Test Ink Cartridge
 102. Remove the screw or snap that secures the Rear Access Door. Open the
Door.
 103. Remove the Test Ink Cartridge and using the screw or snap, re-secure the
Rear Access Door.
Closing the Touch Screen and Storing the AutoMARK™
NOTE: Assure the AutoMARK™ is turned off, by completing Step 105.
 104. Unplug the headphones.
 105. Lift under the front of the ballot feed tray and fold it inwards.
Confidential and Proprietary to ES&S
July 31, 2011
AutoMARK Pre-Election Day Checklist
Page 18
 106. Open the lid and fold the Touch Screen Monitor back into the recessed
area.
 107. Lower the lid over the Touch Screen Monitor.
 108. Lower the lid flap over the ballot feed tray.
 109. Move the lid latches inwards to secure the lid.
 110. Unplug the power cord from the wall outlet.
 111. Remove the power cord from the AutoMARK™.
 112. Place the AutoMARK™, power cord, Access Door Key, Security Key,
and the headphones into the carrying/ storage case.
Charging the Battery
The AutoMARK™ may be charged outside of its storage case by simply having its
AC power cord plugged into an active outlet. The AutoMARK™ can be charged
while inside its storage case ONLY when using the optional external power supply.
**CAUTION***CAUTION***CAUTION***CAUTION***CAUTION**
Never attempt to charge an AutoMARK™ in the case using the AC power cord.
 113. The power meter on the rear panel of the AutoMARK™ indicates the
battery power level when external power is not being applied.
 114. Determine the method you wish to use for charging, and plug the
appropriate power source into the rear of the AutoMARK™.
The battery can be fully charged in approximately 2-3 hours.
 115. Once the battery is charged, turn the Mode Switch Key to Test position.
 116. From the AutoMARK™ Main Menu, select Battery Status.
 117. Confirm that the strength is Good.
Confidential and Proprietary to ES&S
July 31, 2011
AutoMARK Pre-Election Day Checklist
Page 19
Appendix A - Removing a Ballot Jam

Turn the Mode Switch Key to Test, press Eject Ballot.

If this does not eject the ballot, the following steps can be done in attempt to
retrieve the ballot or other paper.

Tilt the Touch Screen Monitor forward and lift the lid to the open position.

Locate the two tabs on the right and left side of the Top Cleanout tray.

While pushing the tabs inward, lift up to remove the Top Cleanout tray.

Remove ballot or paper jam being careful to not pull and rip the paper.
Lid
TABS
PINS
Top Cleanout
Tray
Touch Monitor Screen

To re-install, align the two front pins with the guides on
the AutoMARK™. Lower the Top Cleanout tray and press into place.
Confidential and Proprietary to ES&S
July 31, 2011
AutoMARK Pre-Election Day Checklist
Page 20
Appendix B - Changing the Ballot Feed Tray
The ES&S AutoMARK™ usually has the most commonly used Ballot Feed Tray
attached to the terminal when delivered to the customer. If you have a need to
switch out the tray to use a different Ballot Feed Tray, follow these instructions.
The unused ballot feed tray is kept inside the carrying case.

Using a T-10 torque screwdriver, unfasten the four screws holding the Ballot
Feed Tray to the AutoMARK™ and set the screws.

Once all screws are unfastened, gently lift the ballot feed tray straight up
pulling it off of the AutoMARK™ lip.

Lift the Paper Director up and slip the next Ballot Feed Tray on top of the now
exposed AutoMARK™ lip. Tuck the Ballot Feed Tray under the lip hidden
below the Paper Director.
NOTE: If you do not tuck the Ballot Feed Tray under the lip hidden below the
Paper Director, when your ballot is being ejected from the AutoMARK™ it will
fold up on itself.

Secure the new Ballot Feed Tray with the four screws you set aside from step
one.

Test the installation of the new Ballot Feed Tray to ensure the ballot can
properly enter and exit the AutoMARK™ with complication.
Confidential and Proprietary to ES&S
July 31, 2011