-Caveat Lector-

http://www.herald.com/content/archive/news/elect2000/decision/025171.htm

Published Sunday, December 17, 2000, in the Miami Herald

Punch card problems were ignored for years
BY PETER WHORISKEY AND JOSEPH TANFANI
[EMAIL PROTECTED]

Florida elections supervisors continued to use punch-card ballots despite
numerous signs over 20 years that they botched thousands of votes and could
throw into doubt the outcome of any close race.

The 2000 election debacle erupted because these warnings were largely
ignored:

  Thousands of punch-card votes were being rejected every election. In the
1992 and 1996 elections, the earliest for which complete data are available,
the presidential votes on more than 20 of every 1,000 ballots were not
counted because ballots were either double-punched, unpunched or
incompletely punched, a survey of Florida's 12 most populous counties shows.

  Manufacturers of voting machines knew that ``hanging chad'' was a
significant problem throughout the '70s, when the machines became widespread
in Florida, patent documents show. Hanging chads prevent the counting
machines from accurately recording ballots.

  Candidates in close races were complaining about ``overvotes'' and
``undervotes'' as far back as the '70s. Sometimes these candidates sued. But
canvassing boards and judges typically dismissed their complaints.

  Two large counties, Brevard and Volusia, recognized the problems with punch
cards and switched to ``optical scan'' systems in which voters shade in
ovals. The proportion of discarded ballots in these counties dropped from 26
per 1,000 to three or fewer per 1,000. But most of the large counties kept
the punch-card ballots, shrugging off evidence that thousands of voters were
being silenced in every election.

Many of these problems were summarized in a 1988 National Bureau of
Standards report that recommended abandoning pre-scored punch-card ballots.
The report was distributed to elections offices around the country.

The presidential election just months later rendered that federal warning
prophetic: One in 12 Miami-Dade voters cast a ballot on which the machine
did not find a valid presidential vote. Similar problems erupted in that
year's U.S. Senate contest in Palm Beach, Broward and Hillsborough counties.

``The question you have to ask is, `Why did elections supervisors continue
with punch cards?' '' said Roy Saltman, the author of the report. ``All the
evidence said there was a serious problem.''

Elections supervisors in most large counties say they either did not
recognize the ruined ballots as a significant issue or believed that no
other voting method was significantly more accurate.

Miami-Dade Supervisor of Elections David Leahy: ``Until we got to this
election, no one ever looked at undervotes or overvotes. I didn't think of
them.'' Later, asked about a number of undervote and overvote complaints
brought by candidates in Miami-Dade, he said: ``I've always been concerned
about hanging chads. It's always been a flaw in the system.''

However, Leahy said he is skeptical of using the optical scan equipment --
because counting ballots at the precinct rather than in a central location
raises the possibility of far-flung mistakes or manipulation. The ballots
are counted at precincts so they can be rejected immediately if voters make
mistakes such as double-punching.

``Optical scan is not utopia,'' he said. ``There's no perfect system.
There's no system that's put on the market that prevents a voter from making
an error.''

SIGNS MISREAD

Elections supervisors have long viewed the rejection of thousands of ballots
as a natural part of elections, not as an ominous warning sign.

Some people accidentally mark too many candidates on a ballot. These
so-called ``overvote'' ballots are not counted.

Some people intentionally do not vote in some races, particularly when they
lack familiarity with the candidates. These are called ``undervote''
ballots, and they aren't counted either.

As a result some elections supervisors and some Republicans argue that the
proportion of uncounted ballots in the 2000 presidential election was not
unacceptable.

``I don't get it,'' Joan Brock, deputy supervisor of elections in Pinellas
County, said of the furor over this year's undervotes. ``Not everyone votes
for president, and it wouldn't surprise me to see that two percent of them
didn't want to vote for president.''

A closer look at voting records, however, suggests that very few people go
to the polls in presidential elections without intending to vote for
president, and that thousands of would-be voters every election are thwarted
by punch-card ballots.

Consider, for example, the experience of Brevard County, the largest Florida
county that has used both punch cards and fill-in-the-oval ballots.

In 1996, the last presidential election tallied on punch cards, 26 of every
1,000 voters failed to cast a valid presidential vote.

In 2000, after the switch to fill-in-the-oval ballots, the proportion fell
to fewer than two of every 1,000 presidential ballots cast.

``We knew we had voters out there who were being disenfranchised because of
overvotes and undervotes,'' said Gayle Graham, the assistant supervisor of
elections in Brevard. ``So we switched. Using a pencil to mark a ballot is
just so much simpler. It's like filling in a lottery ticket.''

BETTER SYSTEM

Swapping from punch-card ballots to fill-in-the-oval ballots in Volusia
County also led to a steep drop in rejected ballots. With punch cards, 26 of
every 1,000 voters failed to cast valid presidential votes; after the
switch, that number fell to just three of every 1,000.

Optical scan systems work better for two reasons, election supervisors in
those counties said.

First, using a pencil to fill in ovals on a ballot comes naturally to most
people. They've done something similar on SAT tests and lottery tickets. Few
people ever punch cards with a stylus, aside from when they vote.

Second, the fill-in-the-ovals method often has counting machines in every
precinct that kick back ballots to voters who overvote, so they can make
corrections immediately.

``Voters find the optical scan ballots much easier to use,'' said Deanie
Lowe, supervisor of elections in Volusia. ``They are much more
user-friendly.''

Punch-card ballot machines became widespread in Florida during the '70s,
typically replacing the old closet-sized, lever-operated voting booths.
Punch-card salesmen boasted that their voting systems could count votes
faster and were easier to store and set up.

Almost immediately, however, users of punch-card systems confronted a
serious problem -- ``hanging chad,'' patent documents show.

One of the first patents for punch-card voting machines, submitted by
Votomatic inventor Joseph Harris in 1964, boasted that, by design,
``complete punching out of the chip is insured.''

Four years later, however, another inventor, Ira G. Laws of Tulsa, working
for Seismograph Service Corp., recognized the need for more accuracy in
punch-card counts, because some voters were not punching completely through
the ballot.

``Anyone who worked on these things noticed that every once in a while at
least some of the holes will not punch cleanly. It wasn't uncommon at all,''
Laws said in an interview.

``It's not the fault of the voters that the chad does not punch out
occasionally. I think it's just inherent in the device.''

He proposed and patented alterations to the stylus that were supposed to
avoid such inaccuracies.

``We didn't think we had eliminated the hanging chad problem, but we thought
we had made an improvement,'' he said.

Twelve years later, after thousands of the punch-card balloting devices were
sold around the country, the chads were still hanging. A third inventor,
John Ahmann, who testified during the Leon County legal proceedings this
year, filed still another plan to fix the Votomatic.

His patent identified ``hanging chad'' as ``one of the main detractors of
punch card voting.'' He proposed a number of changes to address the problem,
including a way to align the punch holes and the cards better to reduce the
possibility of dimples and hanging chads.

He said many of those features are incorporated into the voting devices of
Miami-Dade County, which ordered new equipment in the 1980s. Broward, Palm
Beach and other Florida counties have the older equipment, Ahmann said.

Even newer equipment, if it's not maintained properly, can cause problems,
particularly if the rubber or plastic strips that help pull off chads become
worn.

``On any of the machines, if the t-strips are worn to the point where they
don't hold the chad, you might get hanging chad,'' Ahmann said. ``They need
to be maintained. Depending on how many elections you have and how many
times you punch in the same punch position, they can last 20 years or more
without replacement of the t-strips.''

The punch card manufacturers were not the only ones noticing the pitfalls of
the punch cards.

Candidates complained -- even after the design changes the manufacturers
made to eliminate problems. Canvassing boards and courts frequently
dismissed the complaints, citing issues such as the cost and impracticality
of hand counts.

CANDIDATE COMPLAINS

In 1977, in one of the first Miami-Dade races run on punch cards, a Miami
Beach City Council candidate complained to a judge that 710 votes were
tossed out because people had punched too many times. The judge dismissed
the case.

In 1984, David Anderson, a candidate to become Palm Beach County property
appraiser filed suit over, among other things, ``hanging chad.'' He lost
that legal battle -- on what Anderson says was a technicality -- but now
feels vindicated.

``To all of a sudden to say `Oh, we're so surprised by these problems!' --
they're not surprised,'' Anderson said. ``Those Votomatics should have been
changed a long time ago.''

In 1991, taxpayer activist Al Hogan lost a seat on the Oakland Park City
Council in Broward County by three votes.

He appealed to the canvassing board for a recount but lost, even though the
board acknowledged hanging chads might have cost him votes.

Hogan, now 90 years old, still believes hanging chads undid his candidacy.

``I always felt it was that way,'' he said. ``I'm just about positive I won.
I didn't think it was fair all the way through.''

WHO SUFFERS MOST

None of this would matter if lost votes affected all candidates equally. But
they don't.

The use of punch cards in Florida appears to favor Republican candidates at
the expense of Democrats, who are much more likely to overvote or undervote,
possibly because of socioeconomic factors.

Democrat Buddy MacKay believes his 1988 Senate candidacy became a casualty
of punch card voting, when he lost by just 33,612 votes out of more than
four million cast. About one in five Miami-Dade voters failed to cast a
valid vote in that race.

``There was a 200,000 vote undercount in the four largest Democratic
counties,'' said MacKay, formerly the state's lieutenant governor. ``It's
about the same situation that Al Gore is in.''

MacKay says it's unthinkable that so many Florida counties still use
punch-card ballots.

``This was the technology used at the University of Florida when I was
there, and that was before the Earth cooled,'' he said. ``If anybody ever
focuses on it, it's an outrage.

``We do like to think every vote counts.''

WHY CARDS REMAINED

Elections supervisors in Florida's large counties offer various reasons for
sticking with punch cards.

Palm Beach County Supervisor of Elections Theresa LePore said she thought
that past undervote problems had been solved four years ago when the county
bought new styluses: ``We thought they were fixed and didn't look anymore,''
she said.

Hillsborough County Supervisor of Elections Pam Iorio said: ``Whether it's
punch-card or optical scan . . . what you're accepting going on in elections
is, there's a certain amount of voter error.''

She said optical-scan devices, at about $5,700 per precinct, offer only a
marginal improvement in accuracy for millions of dollars in expense.

Only one elections office among Florida's five largest counties recognized
serious problems in the punch-card ballots and sought a change: In memos to
the County Commission, Broward's then-Supervisor of Elections Jane Carroll
criticized punch cards as antiquated, confusing and inaccurate.

For seven years, she tried to switch to the optical scan system. She
couldn't get the money. County commissioners fretted that something better
would come along and they'd be stuck with an expensive but outdated system.

Their stance drew a biting rebuke from Carroll.

``If the theory of waiting to see what will come along in the future had
been employed, we would still be on a manual registration system and
hand-counting paper ballots brought in by horse-drawn carriages,'' she wrote
in a 1993 memo.

Carroll blames politics. She says she had the votes lined up for a new
system in 1993 until a competitor hired lobbyists to influence
commissioners. Carroll, though, was criticized at the time for not seeking
bids.

``Literally overnight, support evaporated,'' Carroll said. ``I think it was
definitely the lobbying.''

Broward Commissioner Lori Parrish, a Democrat and a consistent opponent of
buying new voting technology, said she now regrets her opposition. ``All of
us are kicking ourselves in the rear end,'' Parrish said.

Copyright 2000 Miami Herald

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