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Creating Accessible PDFs with Acrobat:
Requirements, Implementation, & Evaluation
Jonathan Avila (Presenter)
SSB BART Group
Chief Accessibility Officer
www.3playmedia.com
twitter: @3playmedia
live tweet: #a11y
 Type questions in the window during the presentation
 Recording of presentation will be available for replay
 To view live captions, please click the link in the chat window
Lily Bond (Moderator)
3Play Media
Marketing Manager
lily@3playmedia.com
OLC Workshops
Special discounts available for OLC Members!
http://onlinelearningconsortium.org/join/
July 22 – 24: Designing with Accessibility in Mind
http://onlinelearningconsortium.org/learn/workshops
Acrobat Accessibility -
Requirements,
Implementation, and
Evaluation
Presented by:
Jonathan Avila
Chief Accessibility Officer
April 30, 2015
Time:
2pm ET / 1pm CT/ 12pm MT / 11am PT
4
Agenda
• Overview
• User Impact
• Laws and Standards
• Formats and Workflow
• Native Document Preparation
• Acrobat Accessibility Features
• Make Accessible Wizard
• Implementation Tools
• Accessibility Checkers
• Implementation Best Practices
• Acrobat Accessibility Features
• Resources
5
Overview
Goal: Make PDF available to widest Audience
• PDF is an open specification
– PDF is an ISO standard (32000-1:2008)
• PDF format can be accessible
– Static created documents, forms and dynamically
generated content
• Readers available that support tagged documents
on Windows
– Limitations within readers on mobile/Mac
environments
– (Adobe Reader DC added support for Mac OS X)
6
User Impact
Document accessibility affects users:
• Who are blind or have visual impairments
• Who have cognitive disabilities
Interactive document accessibility affects
users:
• With mobility impairments
• Who are deaf or hard of hearing
Examples you may have not considered
• Links must be keyboard accessible
• Text should reflow when document is zoomed
7
Applicable Laws and Standards
Section 508
• Federal procurement requirement -
requires comparable access
• Refresh calls out doc accessibility
Section 504
• Accommodations for federally funded
programs
Section 255
• Telecomm support documentation
• Refresh calls out doc accessibility
WCAG 2
• Guidelines that may be adopted as
standards
WCAG 2.0
8
Applicable Laws and Standards (cont.)
PDF/UA
• PDF/UA as an ISO a11y standard
• Defines conformance for documents, readers, &
AT
• Provides WCAG sufficient techniques
ADA
• Employment, education, public
accommodation
International Disability Law
• Equality Act in UK
• AODA in Ontario
• M376
PDF/UA
9
Workflow
There’s no magic “Make Accessible” button
Accessible content creation:
• Is a process
• Requires automated & human testing
• Should be part of the production workflow
• Requires a variety of techniques/methods
10
Workflow (cont.)
Source > Destination Formats
• Word, InDesign -> ePUB, PDF, HTML
documents
Workflow Guidance
• Incorporate in design and implementation
process
• Post-production remediation is costly - can’t
address all issues
• Updates require conversion and loss of post-
production remediation
• Create priority order for pre-existing documents
11
Native Document Preparation
Creating Accessible Source Documents
• Templates
• Color and contrast
• Use styles in documents
• Create multiple columns with column tool
• Add alternative text for images and objects
• Specify column header rows in tables
• Use meaningful hyperlink text
• Check the document (e.g. Accessibility Checker in Word)
• Convert to PDF using accessible PDF Settings (Windows)
12
Acrobat PDF Conversion
• Some aspects will need to be
addressed in Acrobat Pro
– Other tagging tools available
• If native document was accessible
effort will be minimal
• Conversion process may create
tagged PDF files
• What are tags?
– Semantic markup to identify structure
– Ordered/nested a sequence referred
to as structure
13
Make Accessible Wizard
Run the Make Accessible Wizard from Tools > Action Wizard
14
Make Accessible Wizard (cont.)
Complete the Wizard
• Set doc title
• Recognize text OCR
• Detect form fields
• Set tab order
• Set language
• Add tags (if needed)
• Set alternative text
• Accessibility Checker
15
Accessibility Checker
Run the Accessibility Checker
• Detects limited set of potential
accessibility issues
• Automatically appears as the
last step in the wizard
• Run the Accessibility Checker
from the Tools Panel >
Accessibility Pane
• Choose checker options
16
Accessibility Checker (cont.)
Review the results and fix the issues
17
Setup Toolbars
• Default Pointer Tool
– Selection Tool for Text
and Images
• Accessibility
– TouchUp Reading Order
Tool
• Print Production
– Edit Object
• To Add Quick Tools
– Right click on toolbar
– Choose Customize Quick
Tools
Add Quick
Tools
... icon shows Quick Tools
18
Implementation: 3 Important Panels
Panels
• Content panel
• Tags panel
• Order panel
Warning
• There is no undo for changes you make
• Save your file often
• Save with different names so you can go back to a copy of
the file if something gets corrupted
• If the structure gets corrupted you may need to use a tool
such as AxesPDF QuickFix or CommonLook to fix.
19
Content Panel
• Represents the content stream and
semantic roles from the native
document
• Order represents the stacking order
(z-order of content)
– Changing order may hide something
visually
• Deleting from the content panel will
delete from the document
• Avoid or be very careful with this
panel
Content Panel
20
Tags Panel
• Reading order used by AT
– Does not change order in content panel
• Changes in Tags panel do not affect
visual document
• Advanced tag types (list, link, note,
reference)
• Provides flexibility to structure tags
• Find unmarked content/annotations
• Set actual text for symbols, formulas, etc.
• Keystroke support for quick nav
21
Touch Up Reading Order tool/Order panel
• Tag most elements
• Order elements
• Changes items in the Tags
and Content panels
– Panels may become out of
synch
• Can show order or tag names
• Provides access to table
editor
• Provides a selection cursor
that can be used with the tags
panel.
Right click for tagging options
shown in dialog
22
Choosing the Right Tool
Change/check reading
order
• Tag panel/Order panel
Change or check semantic
structure
• Tag panel/Order panel
Create Links, lists, notes,
etc.
• Tag panel
Tags panel and Object Properties
23
Tagging Tables
• Tags panel or Table Editor (TouchUp Reading Order)
– Select content, tag, set type, and associate headers
Table Editor From TURO with
Table Cell Properties dialog
24
Math and Symbols (non-image)
• Split out text formula from content
– Tags panel or Order panel
• Add actual text
– Tags panel
Tags panel showing isolated formula content
25
Form Fields
• Provide Titles for Form
Fields
• Form Editor – Properties –
– Set tooltip as the
accessible name to be
announced
– For radio buttons set the
tooltip as the group name
and set each radio
button’s name in the value
field under the Options tab
• Set tab order
– Form Editor -> Order
Form Editor with Text Field
Properties Dialog
26
Additional Implementation Best Practices
Mark Artifacts (lines, headers, footers, etc.)
• Tags Panel (tag as Artifact)
• Order Panel (background)
Footnotes
• Tags panel
– Tags as reference and note
– Can re-order footnote to after paragraph
Role Mapping
• Tags Panel > Edit role mappings
Watermarks
• Avoid in native format
27
Test the Document
Re-run the Accessibility Checker until all issues are fixed
• Use a screen reader
– JAWS, NVDA
– Read Out Loud tool
• View > Read Out Loud >
Activate Read Out Loud
• View with Reflow option
– View > Zoom > Reflow
• View in high contrast
– Edit > Preferences >
Accessibility > Replacement Document Colors
• PDF Accessibility Checker (PAC) check PDF/UA conformance
28
Read Out Loud
• Text to speech built-into
Adobe Acrobat
• Reads text in order of tag
structure using arrow keys
• “Say All” command follows
the content order
• Not a replacement for a
screen reader
29
Text Reflow
• Makes text easier to read
when magnified
• no horizontal scrolling
necessary
• Uses order in content
panel
• May be affected by
incorrect content tags
• Does not work on forms
and other content
30
High Contrast View
• Users with visual impairments may adjust the color contrast
for text, shapes, and the background within the document
31
Sample High Contrast View
32
High Contrast Challenge - Watermarks
• Avoid if possible in Word
– If used in Word 2013, choose
the Semitransparent option in
the Printed Watermark dialog
• Watermark is retained when
the document is reflowed in
Adobe Acrobat
33
High Contrast Challenge – Watermarks
(cont.)
• Adding in Acrobat allows the watermark to be hidden when
document is reflowed
• Opacity must be set to 100%
• Place it behind text
34
Resources
• Adobe’s Accessibility Website: www.adobe.com/accessibility
• Adobe’s Voluntary Product Accessibility Templates (VPAT):
www.adobe.com/accessibility/products/compliance/
• Adobe TV Accessibility Channel:
http://tv.adobe.com/channel/government/accessibility/
• PDF Techniques for WCAG
http://www.w3.org/TR/WCAG20-TECHS/pdf.html
• PDF/UA AIMM page
http://www.aiim.org/Research-and-
Publications/Standards/Committees/PDFUA
• Accessibility Management Platform (AMP):
https://amp.ssbbartgroup.com
35
36
Thank You!
Contact Us
Jonathan Avila
jon.avila@ssbbartgroup.com
Kim Phillips
kim.phillips@ssbbartgroup.com
Webinars
ssbbartgroup.com/webinars
SSB University
info.ssbbartgroup.com/documentacces
sibilitycurriculum
Follow Us
@SSBBARTGroup
linkedin.com/company/
SSB-BART-Group
facebook.com/
SSBBARTGroup
SSBBARTGroup.com/blog
37
About SSB BART Group
• Unmatched Experience
• Focus on Accessibility
• Solutions That Manage Risk
• Real-World Strategy
• Organizational Strength and
Continuity
• Dynamic, Forward-Thinking
Intelligence
• Fourteen hundred organizations
(1445)
• Fifteen hundred individual
accessibility best practices
(1595)
• Twenty-two core technology
platforms (22)
• Fifty-five thousand audits
(55,930)
• One hundred fifty million
accessibility violations
(152,351,725)
• Three hundred sixty-six
thousand human validated
accessibility violations (366,096)
38
Presenters
Jonathan Avila
SSB BART Group
Chief Accessibility Officer
Lily Bond
3Play Media
Marketing Manager
lily@3playmedia.com
Q&A
Upcoming Webinars:
 May 7: Quick Start to Captioning
 May 21: 10 Tips for Creating Accessible Web Content
with WCAG 2.0
 May 27: CVAA Legal Requirements for Video
Programming
 July 23: DIY Workflows for Captioning/Transcription
You can register for these free webinars at:
www.3playmedia.com/how-it-works/webinars/

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Creating Accessible PDFs with Acrobat: Requirements, Implementation, and Evaluation

  • 1. 1 Creating Accessible PDFs with Acrobat: Requirements, Implementation, & Evaluation Jonathan Avila (Presenter) SSB BART Group Chief Accessibility Officer www.3playmedia.com twitter: @3playmedia live tweet: #a11y  Type questions in the window during the presentation  Recording of presentation will be available for replay  To view live captions, please click the link in the chat window Lily Bond (Moderator) 3Play Media Marketing Manager lily@3playmedia.com
  • 2. OLC Workshops Special discounts available for OLC Members! http://onlinelearningconsortium.org/join/ July 22 – 24: Designing with Accessibility in Mind http://onlinelearningconsortium.org/learn/workshops
  • 3. Acrobat Accessibility - Requirements, Implementation, and Evaluation Presented by: Jonathan Avila Chief Accessibility Officer April 30, 2015 Time: 2pm ET / 1pm CT/ 12pm MT / 11am PT
  • 4. 4 Agenda • Overview • User Impact • Laws and Standards • Formats and Workflow • Native Document Preparation • Acrobat Accessibility Features • Make Accessible Wizard • Implementation Tools • Accessibility Checkers • Implementation Best Practices • Acrobat Accessibility Features • Resources
  • 5. 5 Overview Goal: Make PDF available to widest Audience • PDF is an open specification – PDF is an ISO standard (32000-1:2008) • PDF format can be accessible – Static created documents, forms and dynamically generated content • Readers available that support tagged documents on Windows – Limitations within readers on mobile/Mac environments – (Adobe Reader DC added support for Mac OS X)
  • 6. 6 User Impact Document accessibility affects users: • Who are blind or have visual impairments • Who have cognitive disabilities Interactive document accessibility affects users: • With mobility impairments • Who are deaf or hard of hearing Examples you may have not considered • Links must be keyboard accessible • Text should reflow when document is zoomed
  • 7. 7 Applicable Laws and Standards Section 508 • Federal procurement requirement - requires comparable access • Refresh calls out doc accessibility Section 504 • Accommodations for federally funded programs Section 255 • Telecomm support documentation • Refresh calls out doc accessibility WCAG 2 • Guidelines that may be adopted as standards WCAG 2.0
  • 8. 8 Applicable Laws and Standards (cont.) PDF/UA • PDF/UA as an ISO a11y standard • Defines conformance for documents, readers, & AT • Provides WCAG sufficient techniques ADA • Employment, education, public accommodation International Disability Law • Equality Act in UK • AODA in Ontario • M376 PDF/UA
  • 9. 9 Workflow There’s no magic “Make Accessible” button Accessible content creation: • Is a process • Requires automated & human testing • Should be part of the production workflow • Requires a variety of techniques/methods
  • 10. 10 Workflow (cont.) Source > Destination Formats • Word, InDesign -> ePUB, PDF, HTML documents Workflow Guidance • Incorporate in design and implementation process • Post-production remediation is costly - can’t address all issues • Updates require conversion and loss of post- production remediation • Create priority order for pre-existing documents
  • 11. 11 Native Document Preparation Creating Accessible Source Documents • Templates • Color and contrast • Use styles in documents • Create multiple columns with column tool • Add alternative text for images and objects • Specify column header rows in tables • Use meaningful hyperlink text • Check the document (e.g. Accessibility Checker in Word) • Convert to PDF using accessible PDF Settings (Windows)
  • 12. 12 Acrobat PDF Conversion • Some aspects will need to be addressed in Acrobat Pro – Other tagging tools available • If native document was accessible effort will be minimal • Conversion process may create tagged PDF files • What are tags? – Semantic markup to identify structure – Ordered/nested a sequence referred to as structure
  • 13. 13 Make Accessible Wizard Run the Make Accessible Wizard from Tools > Action Wizard
  • 14. 14 Make Accessible Wizard (cont.) Complete the Wizard • Set doc title • Recognize text OCR • Detect form fields • Set tab order • Set language • Add tags (if needed) • Set alternative text • Accessibility Checker
  • 15. 15 Accessibility Checker Run the Accessibility Checker • Detects limited set of potential accessibility issues • Automatically appears as the last step in the wizard • Run the Accessibility Checker from the Tools Panel > Accessibility Pane • Choose checker options
  • 16. 16 Accessibility Checker (cont.) Review the results and fix the issues
  • 17. 17 Setup Toolbars • Default Pointer Tool – Selection Tool for Text and Images • Accessibility – TouchUp Reading Order Tool • Print Production – Edit Object • To Add Quick Tools – Right click on toolbar – Choose Customize Quick Tools Add Quick Tools ... icon shows Quick Tools
  • 18. 18 Implementation: 3 Important Panels Panels • Content panel • Tags panel • Order panel Warning • There is no undo for changes you make • Save your file often • Save with different names so you can go back to a copy of the file if something gets corrupted • If the structure gets corrupted you may need to use a tool such as AxesPDF QuickFix or CommonLook to fix.
  • 19. 19 Content Panel • Represents the content stream and semantic roles from the native document • Order represents the stacking order (z-order of content) – Changing order may hide something visually • Deleting from the content panel will delete from the document • Avoid or be very careful with this panel Content Panel
  • 20. 20 Tags Panel • Reading order used by AT – Does not change order in content panel • Changes in Tags panel do not affect visual document • Advanced tag types (list, link, note, reference) • Provides flexibility to structure tags • Find unmarked content/annotations • Set actual text for symbols, formulas, etc. • Keystroke support for quick nav
  • 21. 21 Touch Up Reading Order tool/Order panel • Tag most elements • Order elements • Changes items in the Tags and Content panels – Panels may become out of synch • Can show order or tag names • Provides access to table editor • Provides a selection cursor that can be used with the tags panel. Right click for tagging options shown in dialog
  • 22. 22 Choosing the Right Tool Change/check reading order • Tag panel/Order panel Change or check semantic structure • Tag panel/Order panel Create Links, lists, notes, etc. • Tag panel Tags panel and Object Properties
  • 23. 23 Tagging Tables • Tags panel or Table Editor (TouchUp Reading Order) – Select content, tag, set type, and associate headers Table Editor From TURO with Table Cell Properties dialog
  • 24. 24 Math and Symbols (non-image) • Split out text formula from content – Tags panel or Order panel • Add actual text – Tags panel Tags panel showing isolated formula content
  • 25. 25 Form Fields • Provide Titles for Form Fields • Form Editor – Properties – – Set tooltip as the accessible name to be announced – For radio buttons set the tooltip as the group name and set each radio button’s name in the value field under the Options tab • Set tab order – Form Editor -> Order Form Editor with Text Field Properties Dialog
  • 26. 26 Additional Implementation Best Practices Mark Artifacts (lines, headers, footers, etc.) • Tags Panel (tag as Artifact) • Order Panel (background) Footnotes • Tags panel – Tags as reference and note – Can re-order footnote to after paragraph Role Mapping • Tags Panel > Edit role mappings Watermarks • Avoid in native format
  • 27. 27 Test the Document Re-run the Accessibility Checker until all issues are fixed • Use a screen reader – JAWS, NVDA – Read Out Loud tool • View > Read Out Loud > Activate Read Out Loud • View with Reflow option – View > Zoom > Reflow • View in high contrast – Edit > Preferences > Accessibility > Replacement Document Colors • PDF Accessibility Checker (PAC) check PDF/UA conformance
  • 28. 28 Read Out Loud • Text to speech built-into Adobe Acrobat • Reads text in order of tag structure using arrow keys • “Say All” command follows the content order • Not a replacement for a screen reader
  • 29. 29 Text Reflow • Makes text easier to read when magnified • no horizontal scrolling necessary • Uses order in content panel • May be affected by incorrect content tags • Does not work on forms and other content
  • 30. 30 High Contrast View • Users with visual impairments may adjust the color contrast for text, shapes, and the background within the document
  • 32. 32 High Contrast Challenge - Watermarks • Avoid if possible in Word – If used in Word 2013, choose the Semitransparent option in the Printed Watermark dialog • Watermark is retained when the document is reflowed in Adobe Acrobat
  • 33. 33 High Contrast Challenge – Watermarks (cont.) • Adding in Acrobat allows the watermark to be hidden when document is reflowed • Opacity must be set to 100% • Place it behind text
  • 34. 34 Resources • Adobe’s Accessibility Website: www.adobe.com/accessibility • Adobe’s Voluntary Product Accessibility Templates (VPAT): www.adobe.com/accessibility/products/compliance/ • Adobe TV Accessibility Channel: http://tv.adobe.com/channel/government/accessibility/ • PDF Techniques for WCAG http://www.w3.org/TR/WCAG20-TECHS/pdf.html • PDF/UA AIMM page http://www.aiim.org/Research-and- Publications/Standards/Committees/PDFUA • Accessibility Management Platform (AMP): https://amp.ssbbartgroup.com
  • 35. 35
  • 36. 36 Thank You! Contact Us Jonathan Avila jon.avila@ssbbartgroup.com Kim Phillips kim.phillips@ssbbartgroup.com Webinars ssbbartgroup.com/webinars SSB University info.ssbbartgroup.com/documentacces sibilitycurriculum Follow Us @SSBBARTGroup linkedin.com/company/ SSB-BART-Group facebook.com/ SSBBARTGroup SSBBARTGroup.com/blog
  • 37. 37 About SSB BART Group • Unmatched Experience • Focus on Accessibility • Solutions That Manage Risk • Real-World Strategy • Organizational Strength and Continuity • Dynamic, Forward-Thinking Intelligence • Fourteen hundred organizations (1445) • Fifteen hundred individual accessibility best practices (1595) • Twenty-two core technology platforms (22) • Fifty-five thousand audits (55,930) • One hundred fifty million accessibility violations (152,351,725) • Three hundred sixty-six thousand human validated accessibility violations (366,096)
  • 38. 38 Presenters Jonathan Avila SSB BART Group Chief Accessibility Officer Lily Bond 3Play Media Marketing Manager lily@3playmedia.com Q&A Upcoming Webinars:  May 7: Quick Start to Captioning  May 21: 10 Tips for Creating Accessible Web Content with WCAG 2.0  May 27: CVAA Legal Requirements for Video Programming  July 23: DIY Workflows for Captioning/Transcription You can register for these free webinars at: www.3playmedia.com/how-it-works/webinars/