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Update documentation on bulk exclusion

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@ -12,14 +12,14 @@ The preset dropdown allows you to choose from a hardcoded list of preloaded STV
| • OpenTally Meek | Recommended rules for Meek STV. Operates according to the original 1987 Hill–Wichmann–Woodall ‘Algorithm 123’ specification ([*The Computer Journal* 1987;30(3):277–81](https://www.dia.govt.nz/diawebsite.NSF/Files/meekm/%24file/meekm.pdf)), except that (a) ties are broken backwards then at random, (b) fixed-point arithmetic with 5 decimal places is used, and (c) candidates are elected on strictly exceeding the quota. | | ✓ | | • OpenTally Meek | Recommended rules for Meek STV. Operates according to the original 1987 Hill–Wichmann–Woodall ‘Algorithm 123’ specification ([*The Computer Journal* 1987;30(3):277–81](https://www.dia.govt.nz/diawebsite.NSF/Files/meekm/%24file/meekm.pdf)), except that (a) ties are broken backwards then at random, (b) fixed-point arithmetic with 5 decimal places is used, and (c) candidates are elected on strictly exceeding the quota. | | ✓ |
| • Meek STV (2006) | Operates according to Hill's 2006 revisions ([*Voting Matters* 2006;(22):7–10](http://www.votingmatters.org.uk/ISSUE22/I22P2.pdf)). This is the algorithm referred to in OpenSTV/OpaVote as ‘Meek STV’, and forms the basis of New Zealand's Meek STV rules. | [E1] | ✓ | | • Meek STV (2006) | Operates according to Hill's 2006 revisions ([*Voting Matters* 2006;(22):7–10](http://www.votingmatters.org.uk/ISSUE22/I22P2.pdf)). This is the algorithm referred to in OpenSTV/OpaVote as ‘Meek STV’, and forms the basis of New Zealand's Meek STV rules. | [E1] | ✓ |
| • Meek STV (New Zealand) | Operates according to Schedule 1A of the [*Local Electoral Regulations 2001*](https://www.legislation.govt.nz/regulation/public/2001/0145/latest/DLM57125.html). | [E1] | ✓ | | • Meek STV (New Zealand) | Operates according to Schedule 1A of the [*Local Electoral Regulations 2001*](https://www.legislation.govt.nz/regulation/public/2001/0145/latest/DLM57125.html). | [E1] | ✓ |
| Australian Senate STV | Rules from the [*Commonwealth Electoral Act 1918*](https://www.legislation.gov.au/Details/C2020C00400/Html/Text#_Toc59107700), using the unweighted inclusive Gregory method. | [E2] [E3] | ✓ | | Australian Senate STV | Rules from the [*Commonwealth Electoral Act 1918*](https://www.legislation.gov.au/Details/C2020C00400/Html/Text#_Toc59107700), using the unweighted inclusive Gregory method. | [E2] [E3] [E4] | ✓ |
| Western Australia STV | Rules from the [*Electoral Act 1907* (WA)](https://www.legislation.wa.gov.au/legislation/prod/filestore.nsf/FileURL/mrdoc_29498.pdf/$FILE/Electoral%20Act%201907%20-%20[17-a0-06].pdf), using the weighted inclusive Gregory method. | [E2] [E3] | | | Western Australia STV | Rules from the [*Electoral Act 1907* (WA)](https://www.legislation.wa.gov.au/legislation/prod/filestore.nsf/FileURL/mrdoc_29498.pdf/$FILE/Electoral%20Act%201907%20-%20[17-a0-06].pdf), using the weighted inclusive Gregory method. | [E2] [E3] | |
| Australian Capital Territory STV | Rules from the [*Electoral Act 1992* (ACT)](https://www.legislation.act.gov.au/View/a/1992-71/current/PDF/1992-71.PDF), using the exclusive Gregory method. | | ✓ | | Australian Capital Territory STV | Rules from the [*Electoral Act 1992* (ACT)](https://www.legislation.act.gov.au/View/a/1992-71/current/PDF/1992-71.PDF), using the exclusive Gregory method. | | ✓ |
| [Wright STV](https://www.aph.gov.au/Parliamentary_Business/Committees/House_of_Representatives_Committees?url=em/elect07/subs/sub051.1.pdf) | Rules proposed by Anthony van der Craats designed for computer counting, involving reset and re-iteration of the count after each candidate exclusion. | | ✓ | | [Wright STV](https://www.aph.gov.au/Parliamentary_Business/Committees/House_of_Representatives_Committees?url=em/elect07/subs/sub051.1.pdf) | Rules proposed by Anthony van der Craats designed for computer counting, involving reset and re-iteration of the count after each candidate exclusion. | | ✓ |
| [PRSA 1977](https://www.prsa.org.au/rule1977.htm) | Simple rules designed for hand counting, using the exclusive Gregory method, with counting performed in thousandths of a vote. | | ✓ | | [PRSA 1977](https://www.prsa.org.au/rule1977.htm) | Simple rules designed for hand counting, using the exclusive Gregory method, with counting performed in thousandths of a vote. | | ✓ |
| [ERS97](https://www.electoral-reform.org.uk/latest-news-and-research/publications/how-to-conduct-an-election-by-the-single-transferable-vote-3rd-edition/) | More complex rules designed for hand counting, using the exclusive Gregory method. | | ✓ | | [ERS97](https://www.electoral-reform.org.uk/latest-news-and-research/publications/how-to-conduct-an-election-by-the-single-transferable-vote-3rd-edition/) | More complex rules designed for hand counting, using the exclusive Gregory method. | | ✓ |
| • ERS76 | Former rules from the 1976 2nd edition. | [E4] | | | • ERS76 | Former rules from the 1976 2nd edition. | [E5] | |
| • ERS73 | Former rules from the 1973 1st edition. | [E4] | | | • ERS73 | Former rules from the 1973 1st edition. | [E5] | |
| Church of England | Rules from the Church of England [*Single Transferable Vote Rules 2020*](https://www.churchofengland.org/sites/default/files/2020-02/STV%20Rules%202020%20-%20final.pdf), similar to ERS73. | | | Church of England | Rules from the Church of England [*Single Transferable Vote Rules 2020*](https://www.churchofengland.org/sites/default/files/2020-02/STV%20Rules%202020%20-%20final.pdf), similar to ERS73. | |
Exceptions: Exceptions:
@ -27,7 +27,8 @@ Exceptions:
* [E1] When generating random numbers, OpenTally uses a [deterministic random number generator based on SHA-256](rng.md), rather than the Wichmann–Hill(-based) algorithm. * [E1] When generating random numbers, OpenTally uses a [deterministic random number generator based on SHA-256](rng.md), rather than the Wichmann–Hill(-based) algorithm.
* [E2] When breaking ties backwards, OpenTally selects the candidate who had more/fewer votes at the last stage when *any* tied candidate had more/fewer votes, rather than the method described in the legislation (when each all had unequal votes). The OpenTally developers regard the method described in the legislation as a defect. For an independent discussion, see <a href="https://dl.acm.org/doi/10.1145/3014812.3014837">Conway et al.</a> * [E2] When breaking ties backwards, OpenTally selects the candidate who had more/fewer votes at the last stage when *any* tied candidate had more/fewer votes, rather than the method described in the legislation (when each all had unequal votes). The OpenTally developers regard the method described in the legislation as a defect. For an independent discussion, see <a href="https://dl.acm.org/doi/10.1145/3014812.3014837">Conway et al.</a>
* [E3] A tie between 2 candidates for the final vacancy will be broken backwards then at random, rather than the method described in the legislation. * [E3] A tie between 2 candidates for the final vacancy will be broken backwards then at random, rather than the method described in the legislation.
* [E4] The quota is always calculated to 2 decimal places. For full ERS76 (ERS73) compliance, set *Round quota to 0 d.p.* when the quota is more than 100 (100 or more). * [E4] Bulk exclusion is not performed. See the section on *Bulk exclusion* for further discussion.
* [E5] The quota is always calculated to 2 decimal places. For full ERS76 (ERS73) compliance, set *Round quota to 0 d.p.* when the quota is more than 100 (100 or more).
For details of validation, see [validation.md](validation.md). For details of validation, see [validation.md](validation.md).
@ -182,7 +183,9 @@ Note that the OpenTally rules for early bulk election are aggressive, and many S
When bulk exclusion is disabled (default), only one candidate is ever excluded per stage. When bulk exclusion is disabled (default), only one candidate is ever excluded per stage.
When bulk exclusion is enabled, as many candidates are excluded as possible at once per stage, provided that sufficient candidates remain to fill the vacancies, and the bulk exclusion could not change the order of exclusion. If 2 or more candidates are tied, either all are bulk excluded or none are. The ballot papers of all excluded candidates are considered together, and transferred according to the *Exclusion method*. When bulk exclusion is enabled, as many candidates as possible are excluded together in each single stage, provided that sufficient candidates remain to fill the vacancies, and the bulk exclusion could not change the order of exclusion. If 2 or more candidates are tied, either all are bulk excluded or none are. The ballot papers of all excluded candidates are considered together, and transferred according to the *Exclusion method*.
Note that some rules (such as the Australian Senate rules) provide for more conservative ‘bulk exclusion’ which additionally requires that the bulk exclusion cannot cause a candidate to be elected. This form of bulk exclusion accordingly cannot change the result compared with no bulk exclusion (except as far as rounding may be concerned), and is not supported.
### Defer surpluses (--defer-surpluses) ### Defer surpluses (--defer-surpluses)