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© Copyright IBM Corporation 2017
IBM Accessibility Research
Preparing the Enterprise for
Section 508 Refresh
Wednesday March 1, 2:20pm
Michael Gower, IBM, gowerm@ca.ibm.com
© Copyright IBM Corporation 2017
IBM Accessibility Research
Show of hands
• 2011 ANRM
• 2015 NPRM
• Web/Software
• Hardware/FCC
• Access Board
members
2
© Copyright IBM Corporation 2017
IBM Accessibility Research
Other 508 Refresh Sessions at CSUN
• The New Section 508 Standards and the Section 255 Guidelines; Bruce Bailey, Timothy
Creagan
• State & Local Government
• Roadmap for Section 508 ICT Accessibility Success, Katie Haritos-Shea
• Implementing WCAG 2 in Section 508
• Bruce, Katie, 1:20 Thursday
• Section 508 Refresh Update
• Jonathan Avila, 1:20 Thursday
• Technology Accessibility Playbook: Building Effective Section 508
Programs, Robert Baker, Craig Luigart, 3:20 Friday
© Copyright IBM Corporation 2017
IBM Accessibility Research
Review
Refresh
• Preamble
• Impact analysis
• Relevancy
Compare to
existing
• Mapping
• Gap analysis
• Impact analysis
Produce
new
guidance
• Checklist
• Training
• Timing
• Reporting
High level process
4
© Copyright IBM Corporation 2017
IBM Accessibility Research
Reviewing the Final Rule
https://www.access-board.gov/guidelines-and-standards/communications-
and-it/about-the-ict-refresh/final-rule
5
© Copyright IBM Corporation 2017
IBM Accessibility Research
“Overview of the Rule”
• Goals of the Refresh
• How the Final Rule was Developed
• Major Changes
• Incorporation of the Web Content Accessibility Guidelines
• Harmonization with European Commission ICT Standards
• Structure of the Rule…
• “Safe Harbor” for Legacy ICT
• Effective Date and Next Steps
6
© Copyright IBM Corporation 2017
IBM Accessibility Research
Refresh- What’s in the box?
• I. Executive Summary
• harmonization with international standards, safe harbor, interoperability
• II. Rulemaking History
• Comparison table to European EN 301 549 V1.1.2 standard
• III. Major Issues
• WCAG to non-web ICT, PDF-UA1, Real-time Text, FPC
• IV. Summary of Comments and Responses
• V. Regulatory Process….ZZzzzz
• Text of the Standards and Guidelines appendices
• Impact Analysis, Federal register with anchors
© Copyright IBM Corporation 2017
IBM Accessibility Research
1194 ICT Refresh- What’s in the box?
• Appendix A Section 508-covered ICT
• Chapter 1 Application and Administration (definitions)
• Chapter 2 Scoping (E205.4 Accessibility Standard. Electronic
content shall conform to Level A and Level AA Success Criteria
and Conformance Requirements in WCAG 2.0 )
• Appendix B 255-covered ICT
• Appendix C Technical Specifications
• Chapter 3: Functional Performance Criteria
• Chapter 4: Hardware
• Chapter 5: Software (authoring tools)
• Chapter 6: Documentation
• Chapter 7 Reference Standards
© Copyright IBM Corporation 2017
IBM Accessibility Research
Comparing Refresh to existing
guidance
Scope, Mapping, Gap Analysis, Impact Analysis
9
© Copyright IBM Corporation 2017
IBM Accessibility Research
What is your web and software a11y based on?
• Existing (legacy) 508
• Web Content Accessibility Guidelines (WCAG) 2.0
• Blend of 508 and WCAG
• 508 Refresh 2015 draft
• Europe? China? Other?
© Copyright IBM Corporation 2017
IBM Accessibility Research
508 Legacy straight to Refresh
Success
Criterion
Heading Level Corresponding
508 Reference
Description
1.1.1 Non-Text Content A 1194.22(a)
All images, form image buttons, and image map hot
spots have appropriate, equivalent alternative text.
Embedded multimedia is identified via accessible text.
1.2.1
Prerecorded Audio-
Only and Video-
Only
A 1194.22(a)
A descriptive text transcript is provided for non-live,
Web-based audio. A text or audio description is
provided for non-live, Web-based video-only.
1.2.2
Captions
(Prerecorded)
A
1194.22(b) and
.24(c)
Synchronized captions are provided for non-live, Web-
based video (YouTube videos, etc.).
1.2.3
Audio Description
or Media
Alternative
(Prerecorded)
A
1194.22(b) and
.24(d)
A descriptive text transcript OR audio description
audio track is provided for non-live, Web-based video.
Table A-1. WCAG 2.0 Level A and Level AA Success Criteria
11
© Copyright IBM Corporation 2017
IBM Accessibility Research
IBM’s current interim guidance
• Web and Web-based Documentation checklist 6.1
• “Stable” 508 Refresh NRPM (2015)
• WCAG and Documentation (602.2) but not Authoring Tools
• Legacy 508, only 1194.21 (web)
• Software checklist 6.1
• “Stable” 508 Refresh NRPM (2015)
• WCAG, Interoperability (502), Application User Preferences (503)
• Legacy 508
• 1194.22 (software), 1194.24 (multimedia),1194.31 (FPC)
12
© Copyright IBM Corporation 2017
IBM Accessibility Research
Web mapping and analysis evolution
• IBM Web 5.2 versus 508 (old) versus WCAG 2.0
• IBM Web 6.1 versus 5.2 comparison and impact
• Accessibility Supported Technologies only
13
© Copyright IBM Corporation 2017
IBM Accessibility Research
Imperfect pairings from Legacy; how to report?
• 1194.22 (g) Row and column headers
• 1194.22 (h) Markup for data tables
• 1194.22 (i) Title frames
• 1194.22 (l) Identify information provided by scripts
1194.22 (m) Provide a link to a compliant applet
• 1194.22 (n) Accessible forms
• 1.3.1, 2.1.1, 2.1.2, 3.3.2, 3.3.3, 4.1.1, 4.1.2
• IBM comments and guidance
14
© Copyright IBM Corporation 2017
IBM Accessibility Research
Legacy 508 not covered by WCAG
Section 508 Legacy Requirement Relevant 5.2 checkpoints Impact Analysis Comments and guidance
1194.22 (d) Documents shall be organized so
they are readable without requiring an
associated style sheet.
1.3f Cascading style sheets
Web pages are readable
without requiring style sheets.
No impact
Compliance can still be met by
Equivalent Facilitation (via
Windows High Contrast mode).
1194.22 (f) Client-side image maps shall be
provided instead of server-side image maps
except where the regions cannot be defined
with an available geometric shape.
1.1c Image maps
Client-side image maps are
used and alternative text is
provided for image map hot
spots. Equivalent text links are
provided if a server-side image
map is used.
No impact
Almost no applications use
image maps, so this should
affect very few applications.
Teams that are affected must
carry out techniques and tests
documented for 1.1c Image
maps.
1194.22 (k) A text-only page, with equivalent
information or functionality, shall be provided
to make a web site comply with the provisions
of these standards, when compliance cannot be
accomplished in any other way. The content of
the text-only page shall be updated whenever
the primary page changes.
4.2a Text-only page
If accessibility cannot be
accomplished in any other way,
a text-only page with
equivalent information or
functionality is provided.
No impact
Where teams are unable to
provide a fully accessible
application, they must provide
a text-only page if it is possible
to provide equivalent
information or functionality in
this way.
15
© Copyright IBM Corporation 2017
IBM Accessibility Research
Web-only products, what else do I need?
• Appendix A Section 508-covered ICT
• Chapter 2, Scoping, E205.4
• Chapter 3, Functional Performance Criteria
• Chapter 5, Software
• Chapter 6, Documentation
16
© Copyright IBM Corporation 2017
IBM Accessibility Research
Functional Performance Criteria
• C202.1 General. Where the requirements in Chapters 4
and 5 do not address one or more functions of
telecommunications or customer premises equipment, the
functions not addressed shall conform to the Functional
Performance Criteria specified in Chapter 3.
• Equivalent facilitation
• Substantially equivalent or greater accessibility
• “the Board intends to provide further guidance on the
applicability of final E204.1 in its technical assistance.”
17
© Copyright IBM Corporation 2017
IBM Accessibility Research
501.1 Scope “Chapter 5 shall apply to software…”
• EXCEPTION: Where Web applications do not have access
to platform accessibility services and do not include
components that have access to platform accessibility
services, they shall not be required to conform to 502 or 503
provided that they conform to Level A and Level AA
Success Criteria and Conformance Requirements in WCAG
2.0 (incorporated by reference, see 702.10.1).
18
© Copyright IBM Corporation 2017
IBM Accessibility Research
504 Authoring Tools
• Authoring Tool.
• Any software, or collection of software components, that can
be used by authors, alone or collaboratively, to create or
modify content for use by others, including other authors.
• Content creation and editing, Prompts, Templates
• Excluded other ATAG requirements: B.3.1 Checking,
B.3.2 Repairing, B.4.2 Documentation
• When a social media app allows comments, is that an
authoring tool?
19
© Copyright IBM Corporation 2017
IBM Accessibility Research
504.3 Prompts
• Authoring tools shall provide a mode of operation that
prompts authors to create content that conforms to Level
A and Level AA Success Criteria and Conformance
Requirements in WCAG 2.0 (incorporated by reference, see
702.10.1) for supported features and, as applicable, to file
formats supported by the authoring tool.
20
© Copyright IBM Corporation 2017
IBM Accessibility Research
Documentation
• 602.2 Accessibility and Compatibility Features.
Documentation shall list and explain how to use the accessibility
and compatibility features required by Chapters 4 and 5.
Documentation shall include accessibility features that are built-in
and accessibility features that provide compatibility with assistive
technology.
• 602.3 …”Documentation in electronic format, including Web-
based self-service support, shall conform to Level A and
Level AA Success Criteria and Conformance Requirements
in WCAG 2.0”
21
© Copyright IBM Corporation 2017
IBM Accessibility Research
Conclusion for Web applications
• WCAG 2.0 level A + AA (plus conformance criteria)
• 504 Authoring Tools
• 602 Support Documentation
Clarification required for:
• Functional Performance Criteria
• Software 502 Interoperability/503 Applications, when
WCAG not met
22
© Copyright IBM Corporation 2017
IBM Accessibility Research
Considerations for Non-Web Software
• Interoperability/Applications 500s (15 criteria)
• WCAG to non-web ICT (WCAG2ICT) (34 criteria)
• Increase in scope
• Authoring Tools (4 criteria)
• Documentation (2 criteria)
• Functional Performance Criteria
• 55 criteria in total
23
© Copyright IBM Corporation 2017
IBM Accessibility Research
Table A-2. Final Rule Requirements for Software
Final
Rule
Heading
Corresponding 508
Reference
Requirement Stated in Reference
502.2
Documented
Accessibility Features
1194.21(b)
Applications shall not disrupt or disable activated features of other
products or operating systems that are identified as accessibility
features, where those features are developed and documented
according to industry standards.
502.3 Accessibility Services New (current practice)
Platforms (such as operating systems) would be required to provide a
documented set of accessibility services, usually referred to as
Application Programming Interfaces (APIs).
502.3.1 Object Information
Expanded from
1194.21(d) (current
practice)
For all user interface components, the name and role can be
programmatically determined; states, properties, and values that can
be set by the user can be programmatically set; and notification of
changes to these items is available to user agents, including assistive
technologies.
24
Final Regulatory Impact Analysis
© Copyright IBM Corporation 2017
IBM Accessibility Research
WCAG to Non-Web ICT
• 26 of 38 WCAG requirements apply as written
• 8 of 12 remaining, replace “web page” references
• 4 do not apply (“Set of web pages”)
• 2.4.1 Bypass Blocks, 2.4.5 Multiple Ways, 3.2.3 Consistent
Navigation, and 3.2.4 Consistent Identification.
• 1194.21(e) “…meaning assigned to those images shall be
consistent throughout an application…”
• Major Issues, section B Final rule
• WCAG2ICT
25
© Copyright IBM Corporation 2017
IBM Accessibility Research
IBM’s current interim guidance
• Software checklist 6.1
• “Stable” 508 Refresh NRPM (2015)
• WCAG, Interoperability (502), Application User Preferences (503)
• Legacy 508
• 1194.22 (software), 1194.24 (multimedia),1194.31 (FPC)
• Interim moved from 17 to 57 checkpoints
• Section 508 Comparison to Software checklist 6.0
26
© Copyright IBM Corporation 2017
IBM Accessibility Research
Considerations for mapping
• 1:1 matches
• (I) “Color coding shall not be used as the only means of
conveying information”
• 1.4.1 Use of color “Color is not used as the only visual means
of conveying information”
• 1:2 matches
• “product functions shall be executable from a keyboard”
• 2.1.1 Keyboard; 2.1.2 No Keyboard Trap
27
© Copyright IBM Corporation 2017
IBM Accessibility Research
Considerations for mapping, continued
• In addition to 1:1 and 2:1 mappings…
• 1:Many matches
• (D) Sufficient information about a user interface element…
• (L) When electronic forms are used…
• Many:1 matches
• 508 item is dated, odd or highly specific, so no match in
WCAG/ 508R
• No corresponding match
28
© Copyright IBM Corporation 2017
IBM Accessibility Research
Impact Definitions
• No impact: Checkpoint is already being done -- causes no additional
effort for a development team. These are generally the 1:1 mappings
• Minimal impact: there is a direct association between the old
checkpoint requirement and a new checkpoint – has strong but not perfect
1:1 or 2:1 relationship. May require minimal additional testing. e.g., Implied
or vague 508 requirement now explicitly stated
• Moderate impact: New techniques or test required. Represents learning
curve and additional effort to achieve.
• High impact: Significant effort to implement, remediate and/or test new
requirements. (Object Information; Row, Colum, and Headers;Text)
• 10 No impact, 17 Minimal, 16 Moderate, 3 High, 4 N/A
29
© Copyright IBM Corporation 2017
IBM Accessibility Research
Producing new guidance
Tactical adoption approaches: Checklist, Training, Reporting, Harmonization
30
© Copyright IBM Corporation 2017
IBM Accessibility Research
IBM Interim 2016 Tactics
• SW Checklist 6.x to 3.6.1 Comparison & Impact
• Phased introduction (Jan-July 2016)
• Online impact analysis and guidance on 500x
• Reducing effort by indicating overlaps
• Clarification/shortcuts on legacy completion
• Software 6.0 to Legacy 508 Guidance
• Technical seminars
• Checklists
31
© Copyright IBM Corporation 2017
IBM Accessibility Research
IBM Interim Tactics, continued
• Checklist
• WCAG to ICT: make text generic
• If any audio plays automatically…
• If any audio on a Web page plays automatically…
• Relocated exception
• Grouped into sections
• Checkpoints
• Standardized exceptions
• simplified “Understanding”
• Tab panel for technologies with cross-referencing
32
© Copyright IBM Corporation 2017
IBM Accessibility Research
Dates, actual and anticipated
• Final Rule – Jan. 18, 2017
• FAR Council update, July 2017*
• “within 6 months”
• language in procurement
• Agencies required to comply –
Jan. 2018
• Safe harbour clause
© Copyright IBM Corporation 2017
IBM Accessibility Research
Information Technology Industry Council VPAT
• https://www.itic.org/policy/accessibility/
• Word document
• Essential Requirements and Best practices for Information &
Communications Technology (ICT) Vendors
• FAQ
• WCAG: Level A, AA, AAA, Conformance Criteria
• 508 Refresh Final: FPC, Hardware, Software, Support
Documentation
• EN 301 549 Chapters 4-13
34
© Copyright IBM Corporation 2017
IBM Accessibility Research
Harmonization with other jurisdictions
• Platform accessibility features, EU lacks requirements:
• D. Section 10.6.7 Allow users to choose visual alternative for
audio output;
• F. Section 10.6.9 Provide speech output services; and
• G. Section 10.7.1 Display any captions provided.
• Authoring tools
• Templates “shall be provided” versus “shall be available and
identified as such”
• “prompts user to create content” versus “enable and guide”
• Europe discussion
35
© Copyright IBM Corporation 2017
IBM Accessibility Research
Thank You
Michael Gower gowerm@ca.ibm.com
@IBMAccess IBM Accessibility Ageandability.com

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Preparing the enterprise for 508 refresh, ibm csun2017

  • 1. © Copyright IBM Corporation 2017 IBM Accessibility Research Preparing the Enterprise for Section 508 Refresh Wednesday March 1, 2:20pm Michael Gower, IBM, gowerm@ca.ibm.com
  • 2. © Copyright IBM Corporation 2017 IBM Accessibility Research Show of hands • 2011 ANRM • 2015 NPRM • Web/Software • Hardware/FCC • Access Board members 2
  • 3. © Copyright IBM Corporation 2017 IBM Accessibility Research Other 508 Refresh Sessions at CSUN • The New Section 508 Standards and the Section 255 Guidelines; Bruce Bailey, Timothy Creagan • State & Local Government • Roadmap for Section 508 ICT Accessibility Success, Katie Haritos-Shea • Implementing WCAG 2 in Section 508 • Bruce, Katie, 1:20 Thursday • Section 508 Refresh Update • Jonathan Avila, 1:20 Thursday • Technology Accessibility Playbook: Building Effective Section 508 Programs, Robert Baker, Craig Luigart, 3:20 Friday
  • 4. © Copyright IBM Corporation 2017 IBM Accessibility Research Review Refresh • Preamble • Impact analysis • Relevancy Compare to existing • Mapping • Gap analysis • Impact analysis Produce new guidance • Checklist • Training • Timing • Reporting High level process 4
  • 5. © Copyright IBM Corporation 2017 IBM Accessibility Research Reviewing the Final Rule https://www.access-board.gov/guidelines-and-standards/communications- and-it/about-the-ict-refresh/final-rule 5
  • 6. © Copyright IBM Corporation 2017 IBM Accessibility Research “Overview of the Rule” • Goals of the Refresh • How the Final Rule was Developed • Major Changes • Incorporation of the Web Content Accessibility Guidelines • Harmonization with European Commission ICT Standards • Structure of the Rule… • “Safe Harbor” for Legacy ICT • Effective Date and Next Steps 6
  • 7. © Copyright IBM Corporation 2017 IBM Accessibility Research Refresh- What’s in the box? • I. Executive Summary • harmonization with international standards, safe harbor, interoperability • II. Rulemaking History • Comparison table to European EN 301 549 V1.1.2 standard • III. Major Issues • WCAG to non-web ICT, PDF-UA1, Real-time Text, FPC • IV. Summary of Comments and Responses • V. Regulatory Process….ZZzzzz • Text of the Standards and Guidelines appendices • Impact Analysis, Federal register with anchors
  • 8. © Copyright IBM Corporation 2017 IBM Accessibility Research 1194 ICT Refresh- What’s in the box? • Appendix A Section 508-covered ICT • Chapter 1 Application and Administration (definitions) • Chapter 2 Scoping (E205.4 Accessibility Standard. Electronic content shall conform to Level A and Level AA Success Criteria and Conformance Requirements in WCAG 2.0 ) • Appendix B 255-covered ICT • Appendix C Technical Specifications • Chapter 3: Functional Performance Criteria • Chapter 4: Hardware • Chapter 5: Software (authoring tools) • Chapter 6: Documentation • Chapter 7 Reference Standards
  • 9. © Copyright IBM Corporation 2017 IBM Accessibility Research Comparing Refresh to existing guidance Scope, Mapping, Gap Analysis, Impact Analysis 9
  • 10. © Copyright IBM Corporation 2017 IBM Accessibility Research What is your web and software a11y based on? • Existing (legacy) 508 • Web Content Accessibility Guidelines (WCAG) 2.0 • Blend of 508 and WCAG • 508 Refresh 2015 draft • Europe? China? Other?
  • 11. © Copyright IBM Corporation 2017 IBM Accessibility Research 508 Legacy straight to Refresh Success Criterion Heading Level Corresponding 508 Reference Description 1.1.1 Non-Text Content A 1194.22(a) All images, form image buttons, and image map hot spots have appropriate, equivalent alternative text. Embedded multimedia is identified via accessible text. 1.2.1 Prerecorded Audio- Only and Video- Only A 1194.22(a) A descriptive text transcript is provided for non-live, Web-based audio. A text or audio description is provided for non-live, Web-based video-only. 1.2.2 Captions (Prerecorded) A 1194.22(b) and .24(c) Synchronized captions are provided for non-live, Web- based video (YouTube videos, etc.). 1.2.3 Audio Description or Media Alternative (Prerecorded) A 1194.22(b) and .24(d) A descriptive text transcript OR audio description audio track is provided for non-live, Web-based video. Table A-1. WCAG 2.0 Level A and Level AA Success Criteria 11
  • 12. © Copyright IBM Corporation 2017 IBM Accessibility Research IBM’s current interim guidance • Web and Web-based Documentation checklist 6.1 • “Stable” 508 Refresh NRPM (2015) • WCAG and Documentation (602.2) but not Authoring Tools • Legacy 508, only 1194.21 (web) • Software checklist 6.1 • “Stable” 508 Refresh NRPM (2015) • WCAG, Interoperability (502), Application User Preferences (503) • Legacy 508 • 1194.22 (software), 1194.24 (multimedia),1194.31 (FPC) 12
  • 13. © Copyright IBM Corporation 2017 IBM Accessibility Research Web mapping and analysis evolution • IBM Web 5.2 versus 508 (old) versus WCAG 2.0 • IBM Web 6.1 versus 5.2 comparison and impact • Accessibility Supported Technologies only 13
  • 14. © Copyright IBM Corporation 2017 IBM Accessibility Research Imperfect pairings from Legacy; how to report? • 1194.22 (g) Row and column headers • 1194.22 (h) Markup for data tables • 1194.22 (i) Title frames • 1194.22 (l) Identify information provided by scripts 1194.22 (m) Provide a link to a compliant applet • 1194.22 (n) Accessible forms • 1.3.1, 2.1.1, 2.1.2, 3.3.2, 3.3.3, 4.1.1, 4.1.2 • IBM comments and guidance 14
  • 15. © Copyright IBM Corporation 2017 IBM Accessibility Research Legacy 508 not covered by WCAG Section 508 Legacy Requirement Relevant 5.2 checkpoints Impact Analysis Comments and guidance 1194.22 (d) Documents shall be organized so they are readable without requiring an associated style sheet. 1.3f Cascading style sheets Web pages are readable without requiring style sheets. No impact Compliance can still be met by Equivalent Facilitation (via Windows High Contrast mode). 1194.22 (f) Client-side image maps shall be provided instead of server-side image maps except where the regions cannot be defined with an available geometric shape. 1.1c Image maps Client-side image maps are used and alternative text is provided for image map hot spots. Equivalent text links are provided if a server-side image map is used. No impact Almost no applications use image maps, so this should affect very few applications. Teams that are affected must carry out techniques and tests documented for 1.1c Image maps. 1194.22 (k) A text-only page, with equivalent information or functionality, shall be provided to make a web site comply with the provisions of these standards, when compliance cannot be accomplished in any other way. The content of the text-only page shall be updated whenever the primary page changes. 4.2a Text-only page If accessibility cannot be accomplished in any other way, a text-only page with equivalent information or functionality is provided. No impact Where teams are unable to provide a fully accessible application, they must provide a text-only page if it is possible to provide equivalent information or functionality in this way. 15
  • 16. © Copyright IBM Corporation 2017 IBM Accessibility Research Web-only products, what else do I need? • Appendix A Section 508-covered ICT • Chapter 2, Scoping, E205.4 • Chapter 3, Functional Performance Criteria • Chapter 5, Software • Chapter 6, Documentation 16
  • 17. © Copyright IBM Corporation 2017 IBM Accessibility Research Functional Performance Criteria • C202.1 General. Where the requirements in Chapters 4 and 5 do not address one or more functions of telecommunications or customer premises equipment, the functions not addressed shall conform to the Functional Performance Criteria specified in Chapter 3. • Equivalent facilitation • Substantially equivalent or greater accessibility • “the Board intends to provide further guidance on the applicability of final E204.1 in its technical assistance.” 17
  • 18. © Copyright IBM Corporation 2017 IBM Accessibility Research 501.1 Scope “Chapter 5 shall apply to software…” • EXCEPTION: Where Web applications do not have access to platform accessibility services and do not include components that have access to platform accessibility services, they shall not be required to conform to 502 or 503 provided that they conform to Level A and Level AA Success Criteria and Conformance Requirements in WCAG 2.0 (incorporated by reference, see 702.10.1). 18
  • 19. © Copyright IBM Corporation 2017 IBM Accessibility Research 504 Authoring Tools • Authoring Tool. • Any software, or collection of software components, that can be used by authors, alone or collaboratively, to create or modify content for use by others, including other authors. • Content creation and editing, Prompts, Templates • Excluded other ATAG requirements: B.3.1 Checking, B.3.2 Repairing, B.4.2 Documentation • When a social media app allows comments, is that an authoring tool? 19
  • 20. © Copyright IBM Corporation 2017 IBM Accessibility Research 504.3 Prompts • Authoring tools shall provide a mode of operation that prompts authors to create content that conforms to Level A and Level AA Success Criteria and Conformance Requirements in WCAG 2.0 (incorporated by reference, see 702.10.1) for supported features and, as applicable, to file formats supported by the authoring tool. 20
  • 21. © Copyright IBM Corporation 2017 IBM Accessibility Research Documentation • 602.2 Accessibility and Compatibility Features. Documentation shall list and explain how to use the accessibility and compatibility features required by Chapters 4 and 5. Documentation shall include accessibility features that are built-in and accessibility features that provide compatibility with assistive technology. • 602.3 …”Documentation in electronic format, including Web- based self-service support, shall conform to Level A and Level AA Success Criteria and Conformance Requirements in WCAG 2.0” 21
  • 22. © Copyright IBM Corporation 2017 IBM Accessibility Research Conclusion for Web applications • WCAG 2.0 level A + AA (plus conformance criteria) • 504 Authoring Tools • 602 Support Documentation Clarification required for: • Functional Performance Criteria • Software 502 Interoperability/503 Applications, when WCAG not met 22
  • 23. © Copyright IBM Corporation 2017 IBM Accessibility Research Considerations for Non-Web Software • Interoperability/Applications 500s (15 criteria) • WCAG to non-web ICT (WCAG2ICT) (34 criteria) • Increase in scope • Authoring Tools (4 criteria) • Documentation (2 criteria) • Functional Performance Criteria • 55 criteria in total 23
  • 24. © Copyright IBM Corporation 2017 IBM Accessibility Research Table A-2. Final Rule Requirements for Software Final Rule Heading Corresponding 508 Reference Requirement Stated in Reference 502.2 Documented Accessibility Features 1194.21(b) Applications shall not disrupt or disable activated features of other products or operating systems that are identified as accessibility features, where those features are developed and documented according to industry standards. 502.3 Accessibility Services New (current practice) Platforms (such as operating systems) would be required to provide a documented set of accessibility services, usually referred to as Application Programming Interfaces (APIs). 502.3.1 Object Information Expanded from 1194.21(d) (current practice) For all user interface components, the name and role can be programmatically determined; states, properties, and values that can be set by the user can be programmatically set; and notification of changes to these items is available to user agents, including assistive technologies. 24 Final Regulatory Impact Analysis
  • 25. © Copyright IBM Corporation 2017 IBM Accessibility Research WCAG to Non-Web ICT • 26 of 38 WCAG requirements apply as written • 8 of 12 remaining, replace “web page” references • 4 do not apply (“Set of web pages”) • 2.4.1 Bypass Blocks, 2.4.5 Multiple Ways, 3.2.3 Consistent Navigation, and 3.2.4 Consistent Identification. • 1194.21(e) “…meaning assigned to those images shall be consistent throughout an application…” • Major Issues, section B Final rule • WCAG2ICT 25
  • 26. © Copyright IBM Corporation 2017 IBM Accessibility Research IBM’s current interim guidance • Software checklist 6.1 • “Stable” 508 Refresh NRPM (2015) • WCAG, Interoperability (502), Application User Preferences (503) • Legacy 508 • 1194.22 (software), 1194.24 (multimedia),1194.31 (FPC) • Interim moved from 17 to 57 checkpoints • Section 508 Comparison to Software checklist 6.0 26
  • 27. © Copyright IBM Corporation 2017 IBM Accessibility Research Considerations for mapping • 1:1 matches • (I) “Color coding shall not be used as the only means of conveying information” • 1.4.1 Use of color “Color is not used as the only visual means of conveying information” • 1:2 matches • “product functions shall be executable from a keyboard” • 2.1.1 Keyboard; 2.1.2 No Keyboard Trap 27
  • 28. © Copyright IBM Corporation 2017 IBM Accessibility Research Considerations for mapping, continued • In addition to 1:1 and 2:1 mappings… • 1:Many matches • (D) Sufficient information about a user interface element… • (L) When electronic forms are used… • Many:1 matches • 508 item is dated, odd or highly specific, so no match in WCAG/ 508R • No corresponding match 28
  • 29. © Copyright IBM Corporation 2017 IBM Accessibility Research Impact Definitions • No impact: Checkpoint is already being done -- causes no additional effort for a development team. These are generally the 1:1 mappings • Minimal impact: there is a direct association between the old checkpoint requirement and a new checkpoint – has strong but not perfect 1:1 or 2:1 relationship. May require minimal additional testing. e.g., Implied or vague 508 requirement now explicitly stated • Moderate impact: New techniques or test required. Represents learning curve and additional effort to achieve. • High impact: Significant effort to implement, remediate and/or test new requirements. (Object Information; Row, Colum, and Headers;Text) • 10 No impact, 17 Minimal, 16 Moderate, 3 High, 4 N/A 29
  • 30. © Copyright IBM Corporation 2017 IBM Accessibility Research Producing new guidance Tactical adoption approaches: Checklist, Training, Reporting, Harmonization 30
  • 31. © Copyright IBM Corporation 2017 IBM Accessibility Research IBM Interim 2016 Tactics • SW Checklist 6.x to 3.6.1 Comparison & Impact • Phased introduction (Jan-July 2016) • Online impact analysis and guidance on 500x • Reducing effort by indicating overlaps • Clarification/shortcuts on legacy completion • Software 6.0 to Legacy 508 Guidance • Technical seminars • Checklists 31
  • 32. © Copyright IBM Corporation 2017 IBM Accessibility Research IBM Interim Tactics, continued • Checklist • WCAG to ICT: make text generic • If any audio plays automatically… • If any audio on a Web page plays automatically… • Relocated exception • Grouped into sections • Checkpoints • Standardized exceptions • simplified “Understanding” • Tab panel for technologies with cross-referencing 32
  • 33. © Copyright IBM Corporation 2017 IBM Accessibility Research Dates, actual and anticipated • Final Rule – Jan. 18, 2017 • FAR Council update, July 2017* • “within 6 months” • language in procurement • Agencies required to comply – Jan. 2018 • Safe harbour clause
  • 34. © Copyright IBM Corporation 2017 IBM Accessibility Research Information Technology Industry Council VPAT • https://www.itic.org/policy/accessibility/ • Word document • Essential Requirements and Best practices for Information & Communications Technology (ICT) Vendors • FAQ • WCAG: Level A, AA, AAA, Conformance Criteria • 508 Refresh Final: FPC, Hardware, Software, Support Documentation • EN 301 549 Chapters 4-13 34
  • 35. © Copyright IBM Corporation 2017 IBM Accessibility Research Harmonization with other jurisdictions • Platform accessibility features, EU lacks requirements: • D. Section 10.6.7 Allow users to choose visual alternative for audio output; • F. Section 10.6.9 Provide speech output services; and • G. Section 10.7.1 Display any captions provided. • Authoring tools • Templates “shall be provided” versus “shall be available and identified as such” • “prompts user to create content” versus “enable and guide” • Europe discussion 35
  • 36. © Copyright IBM Corporation 2017 IBM Accessibility Research Thank You Michael Gower gowerm@ca.ibm.com @IBMAccess IBM Accessibility Ageandability.com

Editor's Notes

  1. Michael Gower was in charge of the 2016 accessibility checklist that IBM released for software and web last year, in preparation for the final release of 508 Refresh. He is also heavily involved in IBM’s current work to roll out a new unified checklist in response to the final Rule.
  2. Could folks whoop, beep or show their hands, just so I get a feel for who is in the audience. Advanced Notice of Propose Rule Making Photo by WillMcC - Own work, CC BY-SA 3.0, https://commons.wikimedia.org/w/index.php?curid=4379199
  3. Three broad phases: Review refresh (Digesting the Final) Compare Final to Existing guidance, produce new guidance. Focus on IBM’s experience Tactical approaches for adoption: Scope and Harmonization, VPAT 2.0, Identifying Holes and seeking clarification Referernces will be to the “Refresh” consistently in this presentation.
  4. -Not spending too much time addressing a lot of Final specifics -depending on the state on an Enterprise’s current accessibility guidance and what its business focus is, entirely different thing might be relevant. -general take aways that are relevant to everyone. - Open link. I’ve included the link to the access board final rule on this slide, but just do a search for “Section 508 Refresh Final Rule”
  5. Overview of the rule link on right-hand column under ICT Refresh heading Less than 2000 words. Less than 8 full screens of text at normal magnification. Compared to over 21,0000 for the single-page version of the Standard and the 55,000 for the impact analysis
  6. ICT – Information and Telecommunication Technology Links under Table of Contents on left side of page 508 applies to “all types of public-facing content, as well as nine categories of non-public-facing content that communicate agency official business, have to be accessible,” Final Impact analysis is bigger than standard itself. 9. Major New Requirements in the Final Rule https://www.access-board.gov/guidelines-and-standards/communications-and-it/about-the-ict-refresh/final-regulatory-impact-analysis#_Toc471376838 Federal Overview with anchors Federal register version offers a means to create anchors on any paragraph in the body text. Only mouse-based. Also contrast issues. The impact analysis also has anchors built in.
  7. Scoping includes Legacy ICT exception, undue burden, alternative means,
  8. Now that we’ve contectualized the final rule, we need to ask what we’re comparing it to…
  9. Show of hands for current guidance EN 301 549, which is the European accessibility For web content, it’s difficult to imagine anyone working exclusively from 20 year old guidance. Meeting final should be easy, but lessons to take away from IBM’s interim analysis process Photo: By WillMcC - Own work, CC BY-SA 3.0, https://commons.wikimedia.org/w/index.php?curid=4379199
  10. Detail from Impact Analysis, Table A-1. WCAG 2.0… NOTE: The 508 Corresponding Reference uses web 1194.22 , software 1194.21 and Video and multimedia 1194.24 It helps to have mappings going both ways, both WCAG to 508 Legacy, as here, and 508 Legacy to WCAG. https://www.access-board.gov/guidelines-and-standards/communications-and-it/about-the-ict-refresh/final-regulatory-impact-analysis#_Toc471376905
  11. I’ll go into some detail about the legacy 508 criteria we retained in our interim checklists I’m just including the information on the software checklist here to show that we had a parallel process for non-web software. I’ll discuss that material later in detail.
  12. Look at three phases of IBM mapping and analysis, from 3 checklists First page shows the blend approach IBM took historically for Legacy, 2008. Simply a mapping exercise. Second page maps back to 5.2. It adds in the impact analysis column as well as comments/guidance. Largely a renumbering exercise. Includes legacy not covered by WCAG Bring up XL file of latest round. Only examining the difference between draft and final, but also pulling in harmonization with EU considerations. IBM ‘made up’ a new WCAG number that corresponds to a WCAG Conformance requirement.
  13. We created some headaches for ourselves having to retain 508 Legacy – happy to leave behind However, matching apples and oranges still a consideration when we get to software because of overlap between WCAG and the 502 Interoperability requirements. If there is a failure in WCAG, can’t report 508 success, even though it may be fine. http://www-03.ibm.com/able/guidelines/ci162/web61to52.html#legacy-508-web
  14. These checkpoints represent 508 requirements that are not covered by WCAG techniques. Teams can arguably dismiss testing for them; however, I would contend that there are considerations for 1194.22(d) – the requirement to be readable without style sheets – that could be maintained http://www-03.ibm.com/able/guidelines/ci162/web61to52.html#non-wcag
  15. Look at the Overview. FPC: “These criteria apply only where a technical requirement is silent regarding one or more functions or when evaluation of an alternatative design or technology is needed under equivalent facilitation.”
  16. https://www.federalregister.gov/d/2017-00395/p-122 FPC: “These criteria apply only where a technical requirement is silent regarding one or more functions or when evaluation of an alternatative design or technology is needed under equivalent facilitation.” Points from David Capozzi’s EU presentation: Basis for equivalent facilitation and used to determine whether substantially equivalent or greater accessibility is provided When ICT features do not conform to technical requirements, test those features against the functional performance requirements IBM has used equivalent facilitation to meet the legacy 508 requirement 1194.22 (d) readable without requiring style sheets. Table A-5.  Final Rule Provisions Benefitting People With Specific Types of Disabilities Table A-5 identifies specific provisions in the final rule that would benefit people with the following specific types of disabilities: Blind: Person with significant vision impairment who prefers to use a non-visual interface. LV (Low Vision): Person with significant vision impairment, but who prefers to use a visual interface when available. Deaf: Person who prefers to use a non-auditory interface. HoH (Hard of Hearing): Person with a significant hearing impairment, but who prefers to use an auditory interface when available. Motor: Person with limited manual dexterity, reach range (including someone using a wheelchair), or strength. Speech: Person limited on their ability to speak clearly. CLL (Cognitive, Language, and Learning): Person with limited ability to process, understand, or comprehend information. Photo (Photosensitivity): Person who is susceptible to visually induced seizures.
  17. Need a clarification written by the U.S. Access Board. The way this was written, if you don't meet all of the WCAG criteria you've got to complete the other software requirements - even if your application doesn't have access to platform services. This can't technically be accomplished and filling out the Software requirements for such a web application doesn't make sense.
  18. Authoring tools shall provide a mode of operation to create or edit content that conforms to Level A and Level AA Success Criteria and Conformance Requirements in WCAG 2.0 (incorporated by reference, see 702.10.1) for all supported features and, as applicable, to file formats supported by the authoring tool. Authoring tools shall permit authors the option of overriding information required for accessibility. “EXCEPTION: Authoring tools shall not be required to conform to 504.2 when used to directly edit plain text source code.
  19. The image shows how the github editor enforces heading structure if a user attempts to change the text size.
  20. Two basic tactics – either treat Documentation as a separate deliverable and complete a full VPAT for it; or, incorporate documentation into the application itself and test those features as part of the web app
  21. Impact analysis. Covers Interoperability, Applications and Authoring Tools https://www.access-board.gov/guidelines-and-standards/communications-and-it/about-the-ict-refresh/final-regulatory-impact-analysis#_Toc471376906
  22. https://www.federalregister.gov/d/2017-00395/p-430 (e) When bitmap images are used to identify controls, status indicators, or other programmatic elements, the meaning assigned to those images shall be consistent throughout an application’s performance.
  23. I’ll go into some detail about the legacy 508 criteria we retained in our interim checklists Note the July 2016 dates “New (current practice)” in the Final Impact Analysis. Very similar to the Table A-1 in the Access Board Impact Analysis, but does not include legacy 508 web.
  24. 1:1 Straightforward; not always perfect language match but clear 1:2 Two criteria in WCAG clearly link to a single 508 checkpoint
  25. 1:Many Broadness of items means many new checkpoints apply In our interim, we elected to retain existing 508 checkpoints with new numbering
  26. Also had 7 legacy
  27. Lots of overlap between WCAG and Interoperability requirements. Mention July 2016 stamps, to support phased approach Interim measures to retain old reporting (2nd link)
  28. So, what are our tactics this time? Estimated dates. Federal Acquisition Regulatory Council update July 18, 2017 (update within 6 months) Assumption: That FAR Council will not be late. Give teams 6 months Adoption timeline for procurement. Requirement as soon as FAR Council updates rule. Companies can say ‘you are supposed to be using the new rules’. Ability to make complaint in process of bidding. Jan 20, 2018 date by which agencies are required to comply. Supposed to start using language in procurement processes as of July. Safe harbor only applies to agency, not the third party.
  29. The Word doc has macros for: - hiding and showing sections When multiple standards are being recorded in this document, the duplicative sections are noted and responded to only one time. The duplicate entry will note the cross reference to the data. I couldn’t make the macros work
  30. Seeking clarify - We will also likely have to split each of the lettered items into a checkpoint so we can map individual requirements between the EN and 508. - May have to add separate requirement to “identify” templates