An Examination of Vote Verification Technologies:  Findings and Experiences

from the Maryland Study[1]

 

 

April 15, 2006

 

Alan T. Sherman*,  Aryya Gangopadhyay, Stephen H. Holden, George Karabatis,

A. Gunes Koru,  Chris M. Law,

Donald F. Norris**, John Pinkston*,

Andrew Sears, and Dongsong Zhang

 

National Center for the Study of Elections

of the Maryland Institute for Policy Analysis

     and Research

 

University of Maryland, Baltimore County

     (UMBC)

Baltimore, Maryland 21250

 

*Department of Computer Science and Electrical Engineering

Department of Information Systems

**Department of Public Policy, and Maryland Institute for Policy Analysis and

     Research

 

Abstract. 

We describe our findings and experiences from our technical review of vote verification systems for the Maryland State Board of Elections (SBE).  The review included the following four systems for possible use together with Maryland’s existing Diebold AccuVote-TS (touch screen) voting system: VoteHere Sentinel; SCYTL Pnyx.DRE; MIT-Selker audio system; Diebold voter verified paper audit trail. As a baseline, we also examined the SBE’s procedures for “parallel testing” of its Diebold system.  For each system, we examined how it enables voters who use touch screens to verify that their votes are cast as intended, recorded as cast, and reported as recorded.   We also examined how well it permits post-election auditing.  To this end, we considered implementation, impact on current state voting processes and procedures, impact on voting, functional completeness, security against fraud, attack and failure, reliability, accessibility, and voter privacy.

     Our principal findings are, first, that each system we examined may at some point provide a degree of vote verification beyond what is available through the Diebold System as currently implemented, provided the system were fully developed, fully integrated with the Diebold system, and effectively implemented.  Second, none of the systems is yet a fully developed, commercially ready product.

     This interdisciplinary study—the first of its kind—is of interest for the way in which it evaluates the systems, for the technical questions it raises about standard interfaces, and as a snapshot of the state of vote verification technologies and their commercial development.

 

Keywords. 

Diebold AccuvoteTS, Diebold VVPAT, Direct Recording Equipment (DRE), computer system security, electronic voting systems, information assurance, Maryland State Board of Elections, MIT Selker VVAATT, parallel testing, Scytl Pnyx.DRE, VoteHere Sentinel, vote verification technology.

 

1                 Introduction

 

On August 19, 2005, the University of Maryland, Baltimore County (UMBC) on behalf of the University’s Maryland Institute for Policy Analysis and Research (MIPAR) entered into a memorandum of understanding with the State Administrator of Elections to provide a technical analysis of commercially developed vote verification technologies.  This paper is a summary of Part 1 (Technical study) [Nor06a, Nor06b] of a two-part study.[2]  Part 2 (Usability Study) was conducted by Herrnson and other researchers [Her06] at the University of Maryland, College Park.  Separately, Norris [Nor06c] surveyed how Maryland registered voters feel about voting and voting technology.

     We conducted this study at a time when concerns about electronic voting on Direct Recording Electronic systems (DREs)–otherwise  known as touch screen voting systems–and independent verification of voting on DREs, have become a focus of national attention.  Over the past year or so, a nationwide rush to adopt a solution to the “problem” of touch screen voting appears to have occurred.   Twenty-six or more states, for example, have adopted or appear to be in the process of adopting requirements to include independent verification systems, nearly all based on a voter verified paper audit trail (VVPAT).  Unfortunately, little is understood about verification systems.  In the absence of scientific data to support a move to VVPAT, and unlike many other states, Maryland commissioned a study before taking action.

     Issues commonly raised for DREs include the following. Do they record, store, and count each voter’s vote as the voter voted it?  Can they be corrupted?  Can they be effectively audited?  Can their level of security be assessed accurately?

     The focused charge of the UMBC study was to evaluate how effective certain vote verification systems are as a means for (1) providing independent verification of the vote recorded on the Diebold AccuVote-TS voting system used in Maryland, and (2) creating an acceptable audit trail.   The information in our study is intended to help the citizens of Maryland, members of the General Assembly, the Governor’s Commission on the Administration of Elections, the State Board of Elections (SBE) and the Governor in coming to informed decisions about how to administer elections in Maryland.

     The UMBC study did not examine the security of the existing Diebold system, nor address the broader question of what election system Maryland ought to use.  Also, the systems examined were examined only for possible use as verification systems, and not as stand-alone election systems.  From the scope of the UMBC study, the reader should not infer that the UMBC study group advocates using DREs, verification systems, or any particular voting system.  Similarly, the reader should not infer that the UMBC group is against any particular voting technology, including precinct-count optical scan.

     A unique feature of the interdisciplinary UMBC study of verification technologies is that it was carried out within the context of the processes and conduct of real elections.  To this end, we examined the detailed procedures used to conduct elections in Maryland, as defined by the SBE [Mar06].

     The systems for possible inclusion in this study were VoteHere Sentinel, SCYTL Pnyx.DRE, MIT-Selker audio system, Diebold VVPAT,  Democracy Systems, Inc. (DSI) VoteGuard, IP.Com, and Avante.  VoteGuard is a visual system that includes a record of screen images from each DRE (and election management system).  We also examined the SBE’s procedure of  “parallel testing” of the Diebold AccuVote-TS voting system.   We used the Diebold DRE system as currently implemented in Maryland with parallel testing as a baseline against which to evaluate each vote verification system.

     Ultimately, the following three systems were not included in the study.  IP.Com did not meet the criteria of an independent vote verification system. Avante indicated it did not want to participate. DSI would not provide its system. UMBC signed a non-disclosure agreement with each of the other vendors to have access to their systems.  DSI, however, required that UMBC also sign a non-compete agreement, which UMBC refused to do as a matter of policy.

     The scope of work included six tasks.

(1) Technically review each vote verification system, including examining and testing all hardware, software, and documentation. 

(2) Comparatively analyze the risks for each vote verification system (when used with the Diebold system and parallel testing) against selected review criteria, relative to each other and to the baseline Diebold system with parallel testing alone.

(3) Analyze the susceptibility to attack, fraud or failure of each of the verification systems.

(4) Assess the accessibility (e.g., for individuals with disabilities, the elderly) of each vote verification system.[3]

(5) Assess the magnitude of effort and cost to implement and integrate each vote verification system with the current voting system and to maintain the integrated system.

(6) Estimate the impact of each vote verification system on the ability of voters to vote in the state’s elections, on the State’s current election procedures, and on the ability of election officials, election judges and volunteers to perform their jobs in actual elections and to adapt, manage, and use these systems effectively.

     We took the position that our role was to provide the SBE with objective scientific assessments for each of the review criteria, and not to weight and balance these criteria.

     For purposes of this study, auditing means the ability, through an alternative means and after the election is conducted, to establish that the votes recorded by the Diebold system correspond to the votes recorded by the independent vote verification system. Vote verification means the ability to confirm the accuracy of the Diebold system independently.

     Although we carried out our study in the context of a particular Diebold System as used within Maryland elections, our work generalizes to most any DRE and any state.

      We had agreed to provide a draft report by December 15, 2005, but we were unable to meet this deadline because we did not gain access to the VoteHere system until November 16, and to the Diebold VVPAT until December 20.

     The rest of this paper is organized in ten sections.  Section 2 reviews previous work.  Section 3 describes voting in Maryland.  Section 4 summarizes our study methods.  Sections 5–9 analyze each of the study systems.  Section 10 discusses issues raised by our study, and Section 11 summarizes our conclusions and recommendations.

 

2                 Background and Related Work

 

Voting methods in American elections have been called into serious question in recent years, specifically as a result of problems that occurred in the 2000 election in Florida [Cra03,Wan04, Cal01].  This election dramatically brought to the attention of the public the possibility of errors with punch card voting systems [Bei89a,Cra03].    Optical scans and lever systems have also been prone to undervoting (not voting in a race), overvoting (voting multiple times for one race) and misvoting [Cra03]. 

     Due to these reported problems with other systems and as a result of the issues surrounding the 2000 presidential election in Florida, there has been movement toward electronic or touch screen voting [Cra03].  According to one study, the proportion of voters using electronic systems is expected to have increased from 13 to 29 percent between 2000 and 2004 [Wan04,Ele04].  Touch screen voting systems are also popular because it is felt that the systems are easy to use, more accessible to persons with disabilities, better able to accommodate multiple languages, prevent overvoting, provide quick results (with less human error), and eliminate costs associated with printing ballots [Bur03,Wan04]. A principal concern about touch screen voting systems is whether the underlying software of these systems can be trusted, especially whether the software can be trusted to record and count votes as cast by voters.

     The election controversies of November 2000 also prompted a response at the federal level. In 2002, Congress passed the Help America Vote Act (HAVA). This legislation attempted to bring voting procedures, which until that point had been the responsibility of individual state governments, under the purview of the federal government [Kur04].

     The bill was designed to combat a host of issues plaguing the voting process. Through a mix of new guidelines, requirements, and federal programs and funding, this legislation provides assistance for states as they update and improve their voting processes. Among other provisions, it requires states to upgrade away from the older voting systems, in this case mainly away from lever and punch card systems, and toward new touch screen and optical scan systems [Hol05].

     HAVA also provided for the formation of the Election Assistance Commission (EAC), a federal body designed to promote the goals of the 2002 bill. Among other duties, the EAC was charged with helping the states successfully make the upgrade to new voting technology. The EAC would offer administrative and technical support, as well as provide grants to develop and test new election systems. It would also develop a program to test, certify and decertify election systems as they were introduced [Ele05].

     What raised the concerns of critics of touch screen voting in this instance was that HAVA does not provide guidelines for states regarding performance tests on the newly approved voting technologies (especially touch screen voting systems), nor does it contain a requirement for any sort of independent verification systems [Kur04,Hol05,Pyn05].       

     There are also problems with the implementation timetable as far as providing access for disabled voters. Although the law did not go into effect until January 1, 2006, some voting system vendors are selling systems now, to be used for the foreseeable future, which do not meet the access standards of HAVA [Pyn05].

     To address these criticisms, Representative Rush Holt (D-NJ) introduced the Voter Confidence and Increased Accessibility Act [Hol05]. According to Representative Holt’s web site, the bill is chiefly concerned with a requirement that all voting machines produce a verifiable paper trail and a more general requirement for an “accessible voter-verification method.”  Finally, it addresses concerns raised by some security experts who warn of hacks and attacks if a voting system is ever connected to the Internet. Holt’s bill prohibits such systems from being connected to the Internet or being attached to any insecure communication device. HR 550 has been relegated to a subcommittee, and it is unknown whether or how soon it will emerge, but it is important to note the bill because it encapsulates many of the concerns that lawmakers have about touch screen voting and limitations in HAVA’s scope.

     Several potential or actual problems have been identified around touch screen voting.  First, problems exist on an individual level that might affect elections.  These problems include voter trust in the system, readability of the touch screen systems, problems with smart cards (which prevent persons from voting more than once), issues around instructions and assistance to voters, ability to write in candidates, issues concerning the ability to administer the system, and privacy [Her05,Rub05]. 

     To many, a greater concern involves the security of touch screen systems.  Security issues include malicious programming, unintentional but nevertheless bad programming, equipment errors, tampering with hardware, system malfunctions including crashes, the inability to recount votes independently, and issues about the correct capture of votes  [Bur03,Cra03, Hal04,Mac04,Rub05,Sel04, Wan04,Han02].   To correct these security issues, calls have been made for open source coding (which would allow for independent examination of programming of electronic voting systems), voter verifiable paper trails (which could also be used for auditing), and active testing programs of the equipment and software [Bei89a,Bru04, Sel04,Han02].

     In 2004, less than 40 percent of voters actually looked at the VVPAT printer screen, compared its display to that on the DRE, and touched the DRE to indicate they had verified [Los04].  For additional observations on verification systems in real use, see Selker [Sel05].

 

3                 Voting in Maryland

 

In 2001, the Special Committee on Voting Systems and Election Procedures recommended to the Governor and General Assembly that a statewide voting system be implemented in Maryland.  Subsequently, House Bill 1457 (2001) was adopted.  This bill required a statewide, uniform voting system for polling-place voting and a uniform system for absentee voting.  After the law became effective, and as the result of an open, competitive bid process, the State Board of Elections (SBE) selected Diebold Election Systems, Inc., to provide a DRE voting system for polling-place voting, and an optical scan voting system for absentee voting.

     This voting system was implemented in three phases.  Phase I counties (Allegany, Dorchester, Montgomery and Prince George's Counties) implemented the voting system for the 2002 elections.  These counties were selected because they used the oldest voting systems in the State:  punch card for Montgomery County and lever machines for the others.  The contract for Phase I was signed in 2002. The Phase II contract was signed in 2003, and Phase II counties implemented for 2004 elections.  Phase III, which includes Baltimore City, will be implemented for the 2006 elections.  With the completion of Phase III, Maryland will have almost 20,000 DRE voting units.  Approximately 20,000 volunteers assist with elections.

     By FY 2009, a total of about $95.5 million will have been spent by state government on this system.  Of that amount, about $45.6 million will have been spent on hardware and maintenance, and almost $50 million on a variety of necessary support services including security measures, warehousing, transportation, voter outreach, support services, technical support, testing of various kinds, and project management.  This amounts to a state government cost of almost $2.82 for every Maryland resident (5.6 million) and just over $5.10 for every Maryland registered voter (3.1 million) per year for each of the six years.  This cost includes providing every jurisdiction in the state with all of the equipment needed to conduct an election, as well as some level of technical assistance and voter outreach.

     Maryland has a dual election system in which the SBE and the local boards of election (LBEs) share authority and responsibility for administering elections.