Please note: everything you see on these pages AND especially the voter information you gather is CONFIDENTIAL. Please do not leave any of this information where others will see it. Do not discuss what you have learned with people outside the campaign. Thank you for your valuable efforts for the Democratic Party!Do not use these instructions unless you are working with a city lead and have thoroughly read the Precinct Walking Instructions for Precinct Captains and Walkers document. Work only under the direction of a city lead.

The VivaDemocracy software is a project of the California Democratic Council. The Santa Clara County Democratic Party walk-your-own-precinct effort for November 2004 is a pilot program.

Here’s what’s in these instructions:

• “Before You Begin”

• “Setting Up an Account”

• “Logging In”

• “Selecting Your Walk List”

• “Printing Your Walk List”

• “Entering Data”

• “Reporting Problems and Getting Help”

Before You BeginBefore you use the software:

1. Get in touch with your city lead.

2. Find out your precinct number following instructions in the Precinct Walking Instructions for Precinct Captains and Walkers document; inform your city lead of your precinct number.

3. Work out with your city lead whether you are walking your own precinct, walking your precinct with another volunteer, walking only certain streets in your precinct, or walking elsewhere.

4. Choose a special password just for the VivaDemocracy software. Tell your city lead what username and password you are using. Also tell your city lead your first and last name as you are registered to vote (that is, your legal name, not a nickname).

5. Attend a training session, or arrange for training with your city lead. He/She will supply you with a walking kit, including a map of the precinct.

These instructions tell how to download the walk list that completes your kit.

SANTA CLARA COUNTY DEMOCRATIC PARTY WALK-YOUR-OWN-PRECINCT EFFORTGENERAL ELECTION 2004

VIVADEMOCRACY SOFTWARE INSTRUCTIONS for PRECINCT CAPTAINS and WALKERS 8/16/04

ACTION

CALL to

Santa Clara County DEMOCRATIC PARTY

Precincting City Lead Instructions 1 CONFIDENTIAL

Setting Up an AccountTo set up your account in the VivaDemocracy software, follow these steps (these instructions also appear in “Precinct Walking Instructions for Precinct Captains and Walkers,” minus illustrations):

1. Figure out a username for yourself (at least four characters) and a password that will be just for this software.

2. Go to http://cdc.vivademocracy.com.

3. Near the middle of the screen, click Click here to sign up for an account now!

4. Click I Agree in the next screen.

5. In the screen that appears, enter required information; for the Referred field, enter Califdems.

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6. A new screen appears that asks for your user name and code; wait. An authorization code is emailed to you instantaneously.

7. Check your email for the Viva Account Confirmation Code message from cdc-register@vivademocracy.com and paste the code from it in the Code field. Click Submit.

8. Inform your city lead of your username and password, if you have not already done so. Also give your city lead your name as you are registered to vote.

You should be able to log in after a day or so.

Logging InTo log in, follow these steps:

1. Go to http://cdc.vivademocracy.com; enter your username and password on the left:.

2. Click Login.

To log out at any time, click Logout on the left.

Selecting Your Walk ListThese instructions tell how to select your walk list, which lists all the registered voters in your precinct. You also have the option of selecting individual streets in the precinct. Once you select your walk list, no one else has access to that precinct or those streets.

Although the walk list shows every voter in your precinct, you are knocking only on the doors of registered Democrats and independents (decline to state: D/S) and visiting houses where voters need to be registered. See “Walking Your Precinct” in the Precinct Walking Instructions for Precinct Captains and Walkers for clarification if necessary.

Precincting City Lead Instructions 3 CONFIDENTIAL

To print the list of registered voters for your precinct, follow these steps:

1. Log in; the Activity Center page appears.

2. Click the blue text (...doors to knock on by Wed November 03...) at Canvass Door-to-Door, next to the house icon.

3. In the explanatory page that appears, click Job(2) SCC: Dem outreach and Voter Reg, near the bottom.

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4. In the list of cities that appears, click your city.

5. In the list of precincts that appears, click your precinct in the leftmost column.

Precincting City Lead Instructions 5 CONFIDENTIAL

A list of all streets in your precinct appears.

You have two options:

• To take ownership of the entire precinct, click the checkbox at the left of every street name.

• To take ownership of individual streets, click those checkboxes. Clicking a street gives you all the voters on the street in that precinct.

Note: Once you click Get Walklist at the bottom, no one else has access to these streets.

6. When your selection is the way you want it, click Get Walklist.

Printing Your Walk ListAfter selecting streets and clicking Get Walklist, a screen appears showing the script. You have a one-page printed version of this script and also a fully commented version in Precinct Walking Instructions for Precinct Captains and Walkers.

Note: The walk lists print with only about ten names per sheet. We recommend using recycled or scrap paper.

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To print the walk list, follow these steps:

1. Scroll down past the script to the printer icon.

2. Click the blue text to the right of the printer icon. The software opens another browser window in which your walk list will appear.

Note: Loading the walk list takes quite a while, particularly for full precincts.

3. In the browser window that shows the list, go to File at the top left of your browser, and click Print....

Entering DataEnter data after every time you walk to keep the information up to date. If you have not-homes, you’ll be able to update the information if you go back another day and talk with these voters.

To enter the data you have gathered walking your precinct, follow these steps:

1. Log in and access the Canvass Door-to-Door screen in the Activity Center. The page showing the script appears.

2. Scroll down past the script to where the records of voters begin:

Precincting City Lead Instructions 7 CONFIDENTIAL

3. Enter the knock result: click the arrow at the right of Knock Result and select the result that corresponds to the code you circled when you walked, such as Spoke to target if you circled ST, Moved if you circled MV, and so on.

Continue selecting the rest of the results for this voter from the pulldown lists at each question. If you selected anything other than Spoke to target or Spoke to housemate, of course you do not enter any other results for this voter.

This table matches codes on the walk list with choices in the software.

4. Enter data for all the other voters you have contacted.

Reporting Problems and Getting HelpIf you are unable to finish your precinct for any reason, contact your city lead immediately. The city lead can reassign your precinct to another volunteer, who will be given the username and password you furnish to the city lead.

If you’re having problems with the software, contact your tech helper; your city lead, or the county leads (Carolyn in the north, Rudi and Linda in the south).

Knock Result? ST: Spoke to target SK: Skipped Non-DemNH: Not home (left leaflet)SH: Spoke to housemateMV: MovedRF: RefusedNA: No such houseXX: Did not visi

Kerry/Boxer/Both? KY: For KerryNK: Not for Kerry/BO: For Kerry and BoxerVO: For Kerry/Boxer, will volunteerUN: Undecided/Won’t say

Pinard/Ruskin/Both? PP: For PinardIR: For RuskinBO: or BothNO: Supporting Neither/UN: Undecided/Won’t say

Other Candidate(s) NP: Yes Nancy PyleNO: No Nancy PyleUP: Undecided PyleHN: Yes McNerneyNH: No McNerneyUM: Undecided McNerney

SCC Perm Absentee (walk) YS: Filled out form, gave to meWM: Took form, will mailPM: Already perm. absenteeNO: Not interested

Committed Lawn Sign(s) KO: Kerry or Boxer only/RP: Kerry or Boxer and Ruskin or PinardRP Ruskin and PinardOT OtherNO No Lawn Sign

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