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1. Background of PDF Files & Accessibility
2. Methods for CreatingAccessible PDF Docs
3. PDF &WCAG 2.0 Compliance
 Principle 1: Perceivable
 Principle 2: Operable
 Principle 3: Understandable
 Principle 4: Robust
 Portability
 Preservation of visual formatting and layout
 Ideal format for long documents intended for
printing
 Easy to produce compared to HTML
 Documents can be secured against editing
 Technical documents and manuals
 Reports, especially with complex layouts,
graphs, charts etc.
 Forms, meant for print or online delivery
 Scanners and other hardware that output
PDF
 Print and design industry
 Large and/or complex documents published
on web sites
 Candocumentsretain these advantages of
layout, portability, security and still be
accessible?
 PDF documents support a logical, accessibles
tructurethat is independant of the layout
 Security used to cause an accessibility issue, not any
more. Documents canbe securedagainst editing but
still be accessible
 Accessible PDFs can be produced quickly but, as with
HTML, the source document must contain structure
and semantics
 A scanned image is still an image, with no
information for screen readers unless the
information is added
 Same for PDF, HTML or any document
format
 PDF can support a wide array of accessibility
information for all content elements, but
these must be added, in the source document
or in Acrobat
 Until 2001, PDF was not accessible:
 Content not readable by AT
 Each page was basically a flat image:
▪ Scanned paper document
▪ Converted to image from source document
 Since then: PDF can (and should) be fully accessible
 Accessible tag structure
 Real text rather than image of text
 Control over reading order
 Text alternatives
 Accessible form controls
 A tagged document contains an underlying ‘tag tree’:
 Represents the structure of your document
 Perceived by screen reader as document content
▪ Not tagged = not announced by AT
 Similar to tags in HTML
 Can be edited using the ‘Tags Panel’
 Always required for accessibility
 Enables typical screen reader
features, such as:
▪ Heading navigation
▪ Table navigation
▪ Link lists
 Different ‘paths’ leading to an accessible PDF doc:
 Preferred method:
 Conversion from accessible source document
AuthoringApplication
• Tag structure
automatically built
Scanned Documents
• Requires OCR and
tagging in Acrobat
Pro
Existing PDF doc
• Must be tagged in
Acrobat Pro
 Web Content Accessibility Guidelines (WCAG)
 Explain the requirements for accessible content
 Version 2.0 released December 2008
 Organized around the following 4 principles:
 Perceivable
 Operable
 Understandable
 Robust
 Each principle has guidelines
 Each guideline has sucess criteria
“Information and user interface components must be presentable to users
in ways they can perceive.”
 “Provide text alternatives for any non-text content so that it can be
changed into other forms people need, such as large print, braille, speech,
symbols or simpler language.”
 Images:
 Apply alternative text in authoring application.
▪ Example: MicrosoftWord
 Use Adobe Acrobat Pro
▪ Example: use theTouch Up reading OrderTool (TURO).
 Decorative Images
 Do not need alternative
▪ Example: remove image from tag structure usingTURO.
 Form Controls
 Use LiveCycle Designer for large, comeplex forms
 Use Acrobat form tools for small, basic forms
▪ Example: Making existing form controls interactive.
 “Provide alternatives for time-based media.”
 Embedded multimedia must be provided with
alternatives
 Captions
 Audio descriptions
 Full text transcripts
 The synchronized alternatives are applied to the
actual media, not in PDF
 “Create content that can be presented in different
ways (for example simpler layout) without losing
information or structure.”
 Use headings to provide document structure
 Example: Using MSWord heading styles
 Example :Tagging headings with Acrobat Pro
 Provide header cells for data tables
 Example: Using theTable Editor
 Provide a logical reading order
 Example: Using theTouch Up Reading OrderTool
 “Make it easier for users to see and hear content including separating foreground
from background. “
 Adobe Reader provides helpful features:
 Customizable high contrast colors
 Unlimited maginication
“User interface components and navigation must be operable.”
 “Make all functionality available from a
keyboard. “
 All interactive controls must be reachable and
operable without a mouse.
 Ensure the tab order is logical
 Example: Setting the tab order with the ‘fields’
panel
 “Provide ways to help users navigate, find
content, and determine where they are.”
 Automatically import bookmarks andTOCs
 Example: Using PDFMaker
“Information and the operation of user interface must be understandable.”
 ”Make text content readable and understandable.“
 Always set the document’s language
 For the entire document (using document properties)
 For specific sections (using the tags panel)
 Provide glossaries and Indices
 Mark up abbreviations
 Example: Using tag properties to add alternative text
to an abbreviated text.
“Content must be robust enough that it can be interpreted reliably by a
wide variety of user agents, including assistive technologies.”
 “Maximize compatibility with current and
future user agents, including assistive
technologies.”
 Manually Provide Roles
 Example: Using the tags panel
Conversion to accessible PDF from authoring application
 Advantages:
 Tag structure automatically built based on styles /
markup used
 Significantly more efficient / effective than tagging
PDF after conversion
 Most accurate tag structure
 Ability to edit content without having to reapply
tags in Acrobat
 PDFMaker
 Add-on for popular business applications, such as MS
Office and Lotus Notes
1. Use appropriate styles, e.g.
Heading, list and paragraph.
2. Use PDFMaker add-on to
create a tagged PDF File.
3. Use Acrobat Pro to inspect
and repair document if
needed.
Repairing existing inaccessible PDF files
 Use Acrobat’s OCR feature
 Scanned text will be recognized and converted to
actual text.
 OCR Makes a text in a scanned document:
▪ Searchable
▪ Selectable
▪ Perceivable by assistive technology
 OCR is not perfect
▪ You must manually fix ‘OCR suspects’
▪ Document still requires a tag structure
 Acrobat Pro provides several tools for tagging:
 ‘AddTags to Document’ command
 Accessibility Check
▪ Creates overview of accessibility issues, including tag related
▪ Provides quick link to each issue
 Touch Up Reading Order (TURO)Tool
▪ Allows content to be selected and assigned a tag type
 Tags Panel
▪ Allows tag structure to be edited manually
 To Summarize:
 PDF documents can always be made accessible and
WCAG 2.0 compliant
 Create accessible source documents, then convert to
tagged PDF.
 Use Acrobat Pro tools to repair accessibility problems
 Go to:
 http://www.adobe.com/accessibility/
 Detailed guides for creating accessible PDF
documents and forms
 Questions?
 cpike@paciellogroup.com
 accessibility@adobe.com
 Next seminars
Also at http://adobe.acrobat.com/wcag2/
 Webinar 2: “Flash and WCAG 2.0”
Tuesday, March 31 12:00 noon Eastern
 Webinar 3: “PDF Forms and WCAG 2.0”
Wednesday, April 1 12:00 noon Eastern

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accessible_pdf_webinar.ppt

  • 1.
  • 2. 1. Background of PDF Files & Accessibility 2. Methods for CreatingAccessible PDF Docs 3. PDF &WCAG 2.0 Compliance  Principle 1: Perceivable  Principle 2: Operable  Principle 3: Understandable  Principle 4: Robust
  • 3.  Portability  Preservation of visual formatting and layout  Ideal format for long documents intended for printing  Easy to produce compared to HTML  Documents can be secured against editing
  • 4.  Technical documents and manuals  Reports, especially with complex layouts, graphs, charts etc.  Forms, meant for print or online delivery  Scanners and other hardware that output PDF  Print and design industry  Large and/or complex documents published on web sites
  • 5.  Candocumentsretain these advantages of layout, portability, security and still be accessible?  PDF documents support a logical, accessibles tructurethat is independant of the layout  Security used to cause an accessibility issue, not any more. Documents canbe securedagainst editing but still be accessible  Accessible PDFs can be produced quickly but, as with HTML, the source document must contain structure and semantics
  • 6.  A scanned image is still an image, with no information for screen readers unless the information is added  Same for PDF, HTML or any document format  PDF can support a wide array of accessibility information for all content elements, but these must be added, in the source document or in Acrobat
  • 7.  Until 2001, PDF was not accessible:  Content not readable by AT  Each page was basically a flat image: ▪ Scanned paper document ▪ Converted to image from source document  Since then: PDF can (and should) be fully accessible  Accessible tag structure  Real text rather than image of text  Control over reading order  Text alternatives  Accessible form controls
  • 8.  A tagged document contains an underlying ‘tag tree’:  Represents the structure of your document  Perceived by screen reader as document content ▪ Not tagged = not announced by AT  Similar to tags in HTML  Can be edited using the ‘Tags Panel’  Always required for accessibility  Enables typical screen reader features, such as: ▪ Heading navigation ▪ Table navigation ▪ Link lists
  • 9.  Different ‘paths’ leading to an accessible PDF doc:  Preferred method:  Conversion from accessible source document AuthoringApplication • Tag structure automatically built Scanned Documents • Requires OCR and tagging in Acrobat Pro Existing PDF doc • Must be tagged in Acrobat Pro
  • 10.
  • 11.  Web Content Accessibility Guidelines (WCAG)  Explain the requirements for accessible content  Version 2.0 released December 2008  Organized around the following 4 principles:  Perceivable  Operable  Understandable  Robust  Each principle has guidelines  Each guideline has sucess criteria
  • 12. “Information and user interface components must be presentable to users in ways they can perceive.”
  • 13.  “Provide text alternatives for any non-text content so that it can be changed into other forms people need, such as large print, braille, speech, symbols or simpler language.”  Images:  Apply alternative text in authoring application. ▪ Example: MicrosoftWord  Use Adobe Acrobat Pro ▪ Example: use theTouch Up reading OrderTool (TURO).  Decorative Images  Do not need alternative ▪ Example: remove image from tag structure usingTURO.  Form Controls  Use LiveCycle Designer for large, comeplex forms  Use Acrobat form tools for small, basic forms ▪ Example: Making existing form controls interactive.
  • 14.  “Provide alternatives for time-based media.”  Embedded multimedia must be provided with alternatives  Captions  Audio descriptions  Full text transcripts  The synchronized alternatives are applied to the actual media, not in PDF
  • 15.  “Create content that can be presented in different ways (for example simpler layout) without losing information or structure.”  Use headings to provide document structure  Example: Using MSWord heading styles  Example :Tagging headings with Acrobat Pro  Provide header cells for data tables  Example: Using theTable Editor  Provide a logical reading order  Example: Using theTouch Up Reading OrderTool
  • 16.  “Make it easier for users to see and hear content including separating foreground from background. “  Adobe Reader provides helpful features:  Customizable high contrast colors  Unlimited maginication
  • 17. “User interface components and navigation must be operable.”
  • 18.  “Make all functionality available from a keyboard. “  All interactive controls must be reachable and operable without a mouse.  Ensure the tab order is logical  Example: Setting the tab order with the ‘fields’ panel
  • 19.  “Provide ways to help users navigate, find content, and determine where they are.”  Automatically import bookmarks andTOCs  Example: Using PDFMaker
  • 20. “Information and the operation of user interface must be understandable.”
  • 21.  ”Make text content readable and understandable.“  Always set the document’s language  For the entire document (using document properties)  For specific sections (using the tags panel)  Provide glossaries and Indices  Mark up abbreviations  Example: Using tag properties to add alternative text to an abbreviated text.
  • 22. “Content must be robust enough that it can be interpreted reliably by a wide variety of user agents, including assistive technologies.”
  • 23.  “Maximize compatibility with current and future user agents, including assistive technologies.”  Manually Provide Roles  Example: Using the tags panel
  • 24. Conversion to accessible PDF from authoring application
  • 25.  Advantages:  Tag structure automatically built based on styles / markup used  Significantly more efficient / effective than tagging PDF after conversion  Most accurate tag structure  Ability to edit content without having to reapply tags in Acrobat  PDFMaker  Add-on for popular business applications, such as MS Office and Lotus Notes
  • 26. 1. Use appropriate styles, e.g. Heading, list and paragraph. 2. Use PDFMaker add-on to create a tagged PDF File. 3. Use Acrobat Pro to inspect and repair document if needed.
  • 28.  Use Acrobat’s OCR feature  Scanned text will be recognized and converted to actual text.  OCR Makes a text in a scanned document: ▪ Searchable ▪ Selectable ▪ Perceivable by assistive technology  OCR is not perfect ▪ You must manually fix ‘OCR suspects’ ▪ Document still requires a tag structure
  • 29.  Acrobat Pro provides several tools for tagging:  ‘AddTags to Document’ command  Accessibility Check ▪ Creates overview of accessibility issues, including tag related ▪ Provides quick link to each issue  Touch Up Reading Order (TURO)Tool ▪ Allows content to be selected and assigned a tag type  Tags Panel ▪ Allows tag structure to be edited manually
  • 30.  To Summarize:  PDF documents can always be made accessible and WCAG 2.0 compliant  Create accessible source documents, then convert to tagged PDF.  Use Acrobat Pro tools to repair accessibility problems
  • 31.  Go to:  http://www.adobe.com/accessibility/  Detailed guides for creating accessible PDF documents and forms  Questions?  cpike@paciellogroup.com  accessibility@adobe.com
  • 32.  Next seminars Also at http://adobe.acrobat.com/wcag2/  Webinar 2: “Flash and WCAG 2.0” Tuesday, March 31 12:00 noon Eastern  Webinar 3: “PDF Forms and WCAG 2.0” Wednesday, April 1 12:00 noon Eastern

Notes de l'éditeur

  1. Mention that were not coverering each success criterion in detail, just the ones most applicable to PDF
  2. Example 1: img_alttext.doc Right click on each image, choose ‘format picture’, in the dialog that appears select ‘alt text’ tab to show text alt Example 2: img_alttext.pdf Start TURO tool, right click on image, select ‘edit alternative text’ Example 3: decorative_img.pdf Start TURO tool, select image, choose ‘presentation’ in TURO window to remove the image from the tag structure Example 4: form.pdf Choose forms > add or edit fields, then click OK button. Demonstrate that all fields are correctly recognized, labeled and made keyboard accessible Also show the ‘add form field’ drop down button on the top left in form editing mode, to illustrate that you can manually add controls as well.
  3. Use Flash_cc_demo.pdf. Demonstratecaptioningcontrols.
  4. Example 1: relations.doc Show that headings are marked up with heading styles using the MS Word styles panel Show that table at the bottom of the document is marked up as word table Now convert the document to accessible PDF, using the ‘Acrobat’ tab in the ribbon In new document, select a heading, open the tags panel, and choose ‘find tag by selection’ to show the heading is correctly tagged. Scroll down to page 6, where the small table is Open the TURO tool, Right click on the table, choose ‘table editor Shift click on all header cells > right click on selection, choose ‘table cell properties’. In cell properties dialog, choose ‘header cell’ as type. Example 2: bad_reading_order.pdf Start TURO to show incorrect reading order Select each column, one at a time. For each, select ‘text’ in TURO, to make entire column one reading order stop
  5. 12.45 Example: open bad_reading_order.doc in reader to demonstrate high contrast and high level zoomingthroughaccessibilityoptions. Optional: Open Relations_background.pdf in Reader. Show how the contrast settings are overwrittenwhenit has a background. Open Relations in Acrobat Pro and remove the background.
  6. Example: forms.pdf Make sure form fields are applied (forms > add or edit fields) and enter form edit mode In the ‘fields’ panel show options ‘tab order’ drop down list (default, by column, by row, custom). In the dropdown list, also choose ‘show numbers’ Choose custom, and drag items up and down in the fields panel to illustrate the tab order is updated
  7. Example: toc.doc Open acrobat tab in ribbon, click settings, click ‘bookmarks’ tab Show that you can map word headings as bookmarks and word bookmarks as well Convert doc to accessible PDF Show that table of content links have been preserved in the convcersion to PDF Open bookmarks panel in acrobat reader to show the heading structure as bookmarks
  8. Example: french.pdf Open file > properties > advanced Set language to ‘French’ Example 2: french_part.pdf Scroll to french paragraph on page 2 and select it Use the tags panel (find tag from selection) to locate the paragraph in the tags tree. Right click on <p> tag, choose properties. In the ‘tag’ tab of the properties dialog, set the language to french Example 3: abbreviation.pdf Locate the ‘SCUBA’ tag. In it, there is a span element that has the fully expanded text set as alternative text in its properties
  9. Optional Example: any file Use eitehr the tags panel or the TURO tool to add tags (i.e. Roles) to elements
  10. 1.15pm
  11. Walkthrough of options in Word documents
  12. Example: scannedPDF.pdf Demonstrate unselectable text Choose document > OCR Text Recognition> Recognize text using OCR Edit the OCR options, choose ‘cleartext’ as output options Start the OCR process Demonstrate results: text now selectable, searchable and scalable
  13. high level example: untagged.pdf Quickly demonstrate features: Advanced> Accessibility > Add tags to Document This willl automatically open accessibility report, show some examples of its output Show TURO and tags panel