Data Table Accessibility Test Update

Revised: March 2008

It is two years since Russ Weakley and I prepared a series of complex data tables to test different ways of enhancing their accessibility, particularly for screen reader users. Some of the tables used scope with col and/or row to associate data cells with column and row headers. Others used id and headers to link data cells with the appropriate headings. These tables were tested by a variety of people using different screen readers.

In summary we found,

“At this stage, it appears that id and headers are the most effective way to make complex data tables accessible. Although id and headers are slightly more difficult to code than scope, the apparent poor screen reader support for scope means that this is probably not an effective accessibility option.”

For more information see the 2005 report, Accessible Data Tables.

Following the release of the report, we recieved some suggestions about how we could improve the way we had used scope with the orginal tables. Also the last two years have seen some signficant improvements in screen reader technologies, so we felt it was time to revise our tables and once again ask for feedback from website users and developers, particularly those who use screen readers.

Revision notes, March 2008

We recieved from a number of people regarding the test tables prepared in October 2007. As a result, we have revised the presentation and content of the test tables on this page. The price in the data cell of each table indicates the number of the table, the row of data and the table column the cell refers to.

For example, the retail price of brass washers in Sydney is $2.24. This means, that this cell is in Table 2, (data) row 2 and column 4. Needless to say this means the prices in the tables make little sense, but we hope this change will make the tables a little easier for screen reader users to test.

Many thanks to Andew Downie, Bruce Bailey and Craig Shea for their suggestions.

Vision Australia have developed a Complex Data Table Markup Tool for use with Firefox. The Tool can be used to check the markup of tables or automatically generate accessible markup for complex data tables.

Request for comments

Please send us your opinions on the accessibility of the different data tables and any suggestions for how they might be improved. And, please don’t be distracted by the simplified nature of the content or the number of heading levels used in the tables.

Table 1: Peas and Beans – complex table using id and headers

This table provides information about the large and small price of both imported and domestic peas and beans in Perth and Hobart.

Imported and domestic peas and bean prices in Perth and Hobart
Imported Domestic
Green Peas French Beans Green Peas French Beans
Perth
Wholesale $1.22 $1.23 $1.24 $1.25
Retail $1.32 $1.33 $1.34 $1.35
Hobart
wholesale $1.52 $1.53 $1.54 $1.55
Retail $1.62 $1.63 $1.64 $1.65

Table task 1

The retail price of domestic green peas in Perth is $1.34. When using a screen reader, how easy is it to find the wholesale price of domestic green peas in Hobart?

Table 2: Screws and Washers – complex table using scope, colgroup and rowgroup (version 1).

This table provides information about the wholesale and retail prices of brass and steel screws and washers in Sydney and Melbourne.

There are two levels of row and column headers. The first level of row headers (Sydney and Melbourne) are in a different column to the second level of row headers (wholesale and retail).

Brass and steel screw and washer prices in Sydney and Melbourne
Brass Steel
Screws Washers Screws Washers
Sydney Wholesale $2.13 $2.14 $2.15 $2.16
Retail $2.23 $2.24 $2.25 $2.26
Melbourne Wholesale $2.33 $2.34 $2.35 $2.36
Retail $2.43 $2.44 $2.45 $2.46

Table task 2

The wholesale price of brass washers in Melbourne is $2.34. When using a screen reader, how easy is it to find the wholesale price of steel screws in Melbourne?

Table 3: T Shirts – complex table using scope, colgroup and rowgroup (version 2).

This table provides information about the prices of different sizes of men and womens T shirts.

There are two levels of row and column headers. The first level of row headers (Men and Women) are in a different column to the second level of row headers (large and small). Also, a separate Tbody is used for the different row sections (Men and Women).

Prices of plain and printed T shirts for Men and Women
Cotton Viscose
Plain Printed Plain Printed
Men large $3.13 $3.14 $3.15 $3.16
small $3.23 $3.24 $3.25 $3.26
Women large $3.33 $3.34 $3.35 $3.36
small $3.43 $3.44 $3.45 $3.46

Table task 3

The price of printed cotton large T-shirts for women is $3.34. When using a screen reader, how easy is it to the price of small, plain cotton T-shirts for women?

Table 4: Table ware – complex table using scope, colgroup and rowgroup (version 3).

This table provides information about the prices of cups and plates in Australia and New Zealand.

With this complex data table version there is a single column of row headers, but a separate Tbody is used for the different row sections (Australia and New Zealand).

Prices in Australia and New Zealand of glass or china cups and plates manufacured by Smith and Dragon
Australia New Zealand
Cup Plate Cup Plate
Dragon
Glass $4.22 $4.23 $4.24 $4.25
China $4.32 $4.33 $4.34 $4.35
Smith
Glass $4.52 $4.53 $4.54 $4.55
China $4.62 $4.63 $4.64 $4.65

Table task 4

The price in Australia for a Dragon glass plate is $4.23. When using a screen reader, how easy is it to find the price of Smith glass plate in New Zealand?

Source Order, Skip links and Structural labels

Presented at OZeWAI Conference, 9 December 2005

Summary

Is page source order important to screen reader users? Recently, the idea of placing the informational content of a web page before the navigation has gained some currency. This paper reports on our research into the relevance and importance of page source order, skip links and structural labels for screen reader users.

Our results suggest that:

  • Most screen reader users expect at least the main site navigation to be presented before the informational content of the page.
  • The source order of a web page is likely to be of little relevance to the majority of screen reader users.
  • About half of the screen reader users we either tested or surveyed found the use of skip links on the test sites helpful.
  • All the participants indicated the inclusion of structural labels identifying the different levels of navigation on a web page was useful.

This paper proposes that when it comes to accessibility, the quality of the actual code on a web page is much more important than the ordering of the page content. Meaningful and appropriately marked up headings, descriptive link text and the clear identification of different levels of navigation, allow screen reader users to most effectively use their technologies when visiting a website.

Introduction

In general, web users come to a site with preconceived notions of how the site is likely to work based on their past experiences with other sites. As they move around the site, these notions are confirmed, refined or replaced. They learn the design and layout of the main site elements (e.g. navigation) and develop a procedural model for operating within the site.

For sighted users, developing this procedural model is usually relatively easy. An unusual, but well made site is often not difficult for a sighted person to learn, due in no small part to the visual feedback they receive.

For screen reader users, it might not be so simple. For about four years we have been observing screen reader users use websites. During this time, we have noticed that when many of these users find it necessary to develop a mental picture of the site they are using – they appear to rely heavily on preconceived notions of ‘what is a website’.

When a site does not fit these expectations, the inability to perceive visual cues such as colour differences and visual positioning can make it more difficult for screen reader users to learn the structure of a new site.

The appropriate use of Cascading Style Sheets (CSS) can greatly improve the accessibility of websites. Over the last few years, there has been a rapid increase in the awareness and use of CSS. Sometimes, proposed enhancements in accessibility through the advanced use of CSS are based on assumptions about what screen reader users want: assumptions that are not derived from research or tested.

CSS means that the position of page components on the screen is no longer dependent on the order of those components in the source code. This source order freedom has contributed to an emerging view, that for screen reader users it is better to present the informational content of the page before the navigation elements. This topic is picked up in the draft for the Web Content Accessibility Guidelines 2.0, released on 23 November 2005.

WCAG 2.0, includes Success Criterion 2.4.3, which states:

2.4.3 – Blocks of content that are repeated on multiple perceivable units are implemented so that they can be bypassed. (Level 2)

WCAG 2.0 – Guideline 2.4.3

The document, “Understanding WCAG 2.0 (Working Draft 23 November 2005)”, includes the following as one of the techniques that can be used to meet Success Criterion 2.4.3:

“Structuring the content so the main content comes first (in structure – but the default presentation may be a different order), and adding links to the blocks of repeated content.”

While this might seem logical from one perspective, we are concerned that it maybe based on an unproven assumption that ‘this is what blind web users want’. So, rather than help this assumption grow into some form of mythical fact by virtue of repetition, we decided to test it.

In addition to testing the appropriateness of presenting page content first, we decided to adopt a process that would allow us to also assess the usefulness of skip links and structural labels for screen reader users.

Skip links, which are traditionally used to allow screen reader users to by-pass site navigation, have been around for a while and are required in the Section 508 Web Standards. In recent times however, the value of skip links has been called into question.

For the last two years, we have been using structural labels to indicate the main components of a web page, such as global site navigation, sub-site (local) navigation and footer information. CSS can be used to prevent the structural labels, which are contained in heading elements, from being displayed on the screen, while still allowing screen readers and text browsers to present them.

Outline of testing process

A three-stage process was adopted:

  • Stage 1: Survey screen reader users and text browser users to gain an insight into their preconceived ideas of how a site will be presented.
  • Stage 2: Qualitative task-based user testing with a small sample of screen reader users using two very similar sites, but with different ordering of the content and navigation.
  • Stage 3: Follow up survey with the original survey participants, asking them to examine and use two test sites in their own time and identify which they found the easiest to learn and use.

Stage 1: Source order expectations survey

As a first step, we decided to survey screen reader and text browser users to see how they expect the components of web pages to be organized. We restricted the survey to these groups of users since we felt that they both probably depend on a page’s source order rather than its visual appearance.

Our aim was to recruit as many participants as possible. Information about the project and requests for people to help were posted in a variety of forums. Unfortunately, we only received responses from two screen reader and five text browser users.

Eventually, with the help of Steve Faulkner from Vision Australia, we were able to recruit eighteen screen reader and five text browser users for the survey.

Each participant was sent an email outlining the aims of the project. They were then asked to draw on their experience of how websites are presented when providing a ‘yes’ or ‘no’ response to the following six statements:

  1. I would expect the site navigation to the main site areas to be presented first.
  2. I would expect the information content of the page to be presented first.
  3. I would expect the site navigation to the main areas and the local navigation to pages within an area to be separate and easy to identify.
  4. I would expect the site navigation to the main areas to be presented first, followed by the local navigation within that area, and then the information content.
  5. I would expect the site navigation to be presented first, followed by the information content and then the local navigation.
  6. I would expect the information content to be presented first, followed by the site navigation and then the local navigation.

Source order expectations survey results

The prime aim of the Source order expectations survey was to determine the extent to which screen reader and text browser users might have preconceived notions relating to the ordering of web page content. In particular, we were keen to discover if they expected the informational content of a page to be presented before or after the navigation elements.

The 18 screen reader and 5 text browser respondents all appear to have very similar expectations about how the content of web pages will be ordered. All 23 participants believe that when they visit a site, the main site navigation will be presented before the informational content of the page.

Furthermore, it appears that 20 of the participants expect both the main site and the local navigation to be presented before the content. A table presenting the combined results for the six survey statements on the ordering of web page content follows:

18 Screen reader users 5 Text Browser users
Yes No Yes No
1. I would expect the site navigation to the main site areas to be presented first. 18 0 5 0
2. I would expect the information content of the page to be presented first: 0 18 0 5
3. I would expect the site navigation to the main areas and the local navigation to pages within an area to be separate and easy to identify: 4 14 3 2
4. I would expect the site navigation to the main areas to be presented first, followed by the local navigation within that area, and then the information content: 15 3 5 0
5. I would expect the site navigation to be presented first, followed by the information content and then the local navigation: 4 14 2 3
6. I would expect the information content to be presented first, followed by the site navigation and then the local navigation: 1 17 0 5

The results for Statement 3 suggest many of the screen reader users have experienced difficulties differentiating between site-navigation and local-navigation of sites they have visited. These difficulties probably contributed to the apparent inconsistencies in the screen reader user results for questions 4 to 6.

The problems some screen reader users have in identifying the different navigation menus on web pages were confirmed during follow up discussions with nine of the screen reader participants. It appears that when a screen reader presents the local navigation directly after the site navigation, some users find it difficult separating the two menus. The participants’ comments suggest the links in the footer section of the page are sometimes identified as the second level navigation menu on the page.

Interestingly, during these follow up discussions, four screen reader users volunteered the opinion that although navigation is usually presented before the page content, they felt that they would probably find that pages which present the content first easier to use.

Stage 2: Task-based user testing

The second stage of the project involved the direct observation of screen reader users performing tasks on sites with different source ordering. We felt that this would provide further insight into the potential importance of source order for screen reader users.

Four test sites were prepared, two versions of a site relating to Australian frogs and two relating to Australian birds. The ‘Birds’ test sites present the navigation menus first followed by the information on the page, and the ‘Frogs’ test sites present the page information before the navigation.

While the actual content of the ‘Frogs’ and ‘Birds’ test sites is obviously different, the nature of the site pages in terms of their length and the number and use of headings and subheadings is very similar. Also, each page of the sites has two levels of navigation, global (top level) navigation to the main site areas, and local (second level) navigation to pages within a site area.

The second versions of the ‘Frogs’ and ‘Birds’ test sites (Birds 2 and Frogs 2) were prepared with the aim of assessing whether the participants found skip links and structural labels useful. The inclusion of these elements is the only difference between the two versions of the sites. The second versions contain skip links to either content or navigation (depending on which is presented first) and headings identifying the different levels of navigation.

A standard task-based testing process was adopted, involving four representative users of screen readers. Each participant used the ‘Birds’ and ‘Frogs’ test sites for four different tasks that required them to visit different areas of each site.

Screen readers provide a wide range of facilities that allow users to easily identify and locate the headings, links and information on a page. Different screen reader users seem to employ different combinations of these facilities when using a site. One of the most common is to have the screen reader present all the links on a page in a list. While this is an effective technique for quickly navigating a site, it does tend to mean that the ordering of navigation in relation to page content may not be particularly relevant. For this reason, we asked the participants not to use this facility for some of the test tasks.

Four of the screen reader users, who had participated in the Stage 1 Source order expectations survey, were asked to participate in the Task-based user testing stage of the project. The selected participants are users of different technologies and/or have different levels of skill in using the technology:

  • Very experienced screen reader (Windows Eyes) user who relies on audio output.
  • Very experienced screen reader (JAWS) user who uses Braille output.
  • A moderately experienced screen reader (JAWS) user.
  • A screen reader (JAWS) user who has been using the technology for only a few months.

A note on screen reader experience

We felt it was important to recruit a participant with little experience in using assistive technologies. Often user testing with assistive technologies involves only users who are very adept at using their technology. While these experienced users may be very good at identifying potential accessibility problems with a site – they are not a very representative sample of all the users of a technology.

Learning to use a screen reader is difficult, however once mastered the technology provides the user with a variety of ways to access a web page, and in many cases these facilities are employed to overcome shortcomings in the accessible design of the page. Not all screen reader users have this level of experience.

As a greater diversity of people begin using the web, including more elderly members of population, it is likely there will be an increasing number of screen reader users, who were previously sighted and who are not highly skilled in using the technology. The least experienced screen reader user we recruited lost her site relatively recently as the result of illness and had attended a training course in using JAWS just three months prior to the testing process.

We observed each of the participants as they used the sites for the same tasks. They were encouraged to comment on how easy or difficult they found the sites to use. Following the tasks, the participants were asked to rate the difficultly of the navigation systems on the sites and how easily they were able to find the information they needed for the tasks.

At the end of the evaluation sessions, the participants were asked to nominate which site they found the easiest to use and rate the usefulness of the labels identifying the different levels of navigation.

Task-based user testing results

The four participants used the two ‘Frogs’ and two ‘Birds’ test sites for a range of predetermined tasks. The three participants with most experience using screen readers had no difficulties completing all the tasks in less than 30 minutes. The person with the least screen reader experience took a lot longer and did encounter a number of problems.

Each task-based user testing session was facilitated by one of the researchers and observed by the other two researchers.

While the survey sample is smaller than we had hoped for, analysis of the performance and comments of the screen reader users revealed significant differences in the strategies they adopt when using assistive technologies to access the test sites:

  • The participant with the least experience in using a screen reader tended to rely on ‘reading’ the entire page and so the order of the content was important to her.
  • The moderately experienced screen reader user would scan the first couple of pages and then use the technique of displaying a list of links from the page to move around the website. This participant would also often use the keyboard to skip down the headings on the page.
  • The two most experienced screen reader users relied almost entirely on a variety of assistive technology facilities:
    • The Window Eyes user made extensive use of the screen reader’s ability to present a list of links and headings on the page. He also often used a screen reader facility that would jump him to the next line of plain text.
    • The Braille user mainly used the Braille Note to skip from the start of one line to the start of the next. He didn’t use the screen reader shortcuts as much, since they required him to move his hands from the Braille Note to the keyboard.

It appears from these observations that the more skilful a person is at using an assistive technology the more likely they are to primarily use the facilities provided by the technology when undertaking a task.

The main results of the Task-based user testing by the four screen reader users are:

  • The major determinant in how well a participant was able to do the tasks was their level of skill (and experience) in using the assistive technology.
  • For all but the least experienced screen reader user, the ordering of the page content was not an important issue.
  • Two participants said the ‘Birds’ test sites, which present the navigation menus before the information on the page, were easier to use, one participant said the ‘Frogs’ test sites were easier to use, and the fourth said they were the same.
  • The least experienced screen reader user found the ‘Frogs’ test sites, which present the content before the navigation, significantly more confusing and difficult to use than the ‘Birds’ test sites.
  • The participant with moderate screen reader experience made extensive use of the skip links, commenting favourably on them. The participant with the least experience did not seem to understand the purpose of these links.
  • The two participants with the least screen reader experience appeared to have difficulty distinguishing between the main site and local navigation on version 1 of the ‘Birds’ and ‘Frogs’ test sites, which do not have headings identifying them. However, the participant with moderate experience found the navigation headings very useful on version 2 of the sites.
  • The four participants were asked to rate the usefulness of labels identifying the different levels of navigation on a seven-point scale (1 indicating “no use at all” to 7 for “very useful”). The averaged score for the four participants is 6, which suggests this may be an effective way of overcoming the difficulty screen reader users report in identifying different navigation.

Stage 3: Preferences survey

Following the task-based user testing, we felt it would be useful to obtain feedback on the different ordering of page content and navigation from a larger number of screen reader users. We were also interested to see if they found the skip links and navigation headings useful.

The 14 original Source order expectations survey participants, who hadn’t been involved in the task-based user testing, were contacted again and asked to participate in a second survey. Each participant was sent an email containing links to the second versions of the Frogs and Birds test sites, which contain the skip to navigation (or content) links and headings identifying the different levels of navigation. The email also contained the following test task for each site.

  • Site 1: BirdsTask: What similarity is there in the feeding habits of the Purple Swamphen and the Green Catbird?
  • Site 2: FrogsTask: What similarity is there in the habitat of the Cascade Tree Frog and the Common Mist Frog?

The participants were asked to look at the test sites and use each site for the specified task. To complete the tasks, it was necessary for the participant to locate and use two pages in different areas of each site.

The participants then answered the following four questions:

  1. Were you able to complete the tasks on both sites? (If no, on which sites were you not able to complete the task.)
  2. Which site did you find the easiest to use? (Frogs, Birds or both the same.)
  3. Did you use the skip to content or skip to navigation links?
  4. Did you find the headings identifying the different levels of navigation on the sites useful?

The participants were also asked to provide comments, which they might wish to make, relating to the questions.

Preferences survey results

Eight of the original fourteen screen reader participants used the two test sites before answering the survey questions. The collated results are presented in the following table:

Question Result (n=8)
1. Were you able to complete the tasks on both sites? (Yes or No) Yes: 8No: 0
2. Which site did you find the easiest to use? (Frogs, Birds or both the same) Frogs: 3Birds: 2The same: 3
3. Did you use the skip to content or skip to navigation links? (Yes or No) Yes: 5No: 3
4. Did you find the headings identifying the different levels of navigation on the sites useful? (Yes or No) Yes: 8No: 0

The results for Question 2 do not indicate any overall preference by the survey participants for the informational content of a web page to be presented before the navigation elements. Some of the participant comments relating to this question follow:

Bird site slightly easier.

I found the frogs site better as I like to get an intro to a site before finding links and navigation.

Both the same

Both as easy as each other

Five of the eight survey participants indicated they found the skip to content or skip to navigation links on the site useful (Question 3). Some of the participant comments follow:

Yes, I always read through a new site to get a feel for it’s’ layout and then use any available navigation links.

Yes, after accessing the initial web pages of the sites.

I used them on the frogs site. Didn’t find I needed to on the birds

NO I didn’t use these links I just went into each of the categories to find what I was looking for.

All eight participants found the headings identifying the different levels of navigation useful. Some of the participant comments relating to Question 4 follow:

Yes, headings are always useful.

Yes, extremely!

Yes. I found these very useful.

Discussion

The growing awareness that CSS can be used to break the nexus between the position of page components on the screen and the order of those components in the source code has lead to increasing advocacy for this technique it recent times. In part this appears to be based on a belief, that the accessibility of websites for screen reader users is improved when the informational content of the page is presented before the navigation in the page source code. Indeed, there are suggestions that this is what screen reader users would prefer, and in some case this is what they need.

As new techniques become available, allowing impossibilities of the past to become possible, the desire to promote these techniques and push the boundaries even further can result in a tendency to equate what is possible with what is desirable.

In our view, consideration of whether any particular web-coding technique is likely to improve the usability of websites for people who rely on screen readers, needs to involve four fundamental, but interrelated questions:

  • How do screen reader users expect a web page to be presented?
  • How important are these expectations?
  • How are screen-reading technologies used?
  • Do the proposed techniques help screen reader users use a website or find information on a web page?

Given that the vast majority of web pages present the informational content of the page after the navigation, it is not surprising that this was the expectation of the 23 participants (18 screen reader and 5 text browser users) who completed the (Stage 1) Source order expectations survey.

Since screen reader users appear to expect the navigation to be presented before the content of the web page, how important is this expectation?

For people who are able to perceive the graphical presentation of a web page, the position (or order) of material on the screen is an important usability consideration. However, for three of the four screen reader users we observed, the order the material in the test sites was presented by the screen reader did not seem to be important. The participant with the least screen reader experience, whose loss of vision was relatively recent, did appear to rely more on her preconceived notions of how a site should look, including the presentation of navigation before content. She had considerable difficulties using the ‘Frogs’ test sites, where the content is presented before the navigation.

The four screen reader users who used the test sites (Stage 2) and the eight users who responded to the Preferences survey (Stage 3) were asked to nominate which site they found the easiest to use:

  • Four nominated the ‘Birds’ site which had the navigation before the content.
  • Four nominated the ‘Frogs’ site which had the content before the navigation.
  • Four said they were both equally easy to use.

These results do not indicate any clear preferences relating to the order of navigation and content by the participants in this project. And, we did not find much evidence to support the notion that, ‘blind web users want to have page content presented first’!

Following our research, we feel that the order of the material on a web page is likely to be of little importance to most screen reader users. However, for the inexperienced screen reader user, presenting the informational content before the navigation is more likely to be a source of confusion rather than a benefit.

Screen reading technologies provide the user with many different ways to use a web page. It appears to us, that when most screen reader users embark upon navigating through a site or finding specific information on a page, they are likely to use the screen reader facilities (shortcuts) they are familiar with, rather than scanning through the content of the page starting at the beginning. It is worth noting however, most of these screen reader shortcuts, such as obtaining lists of links or headings depend to a large extent on the use of well structured code, which conforms to the Web Content Accessibility Guidelines.

The results of the Task-based user testing (Stage 2) and the Preferences survey (Stage 3) allow us to throw a little light on to the value of skip links, a subject which has roused some discussion in recent times, and the usefulness of including structural labels to identify the different levels of navigation on a page.

Of the four people we observed during the Task-based user testing (Stage 2), one person relied very heavily on the skip links and found it frustrating that they weren’t available on the alternative version of the sites. Two of the participants did not use them at all, relying instead on different screen reader facilities. The person with the least screen reader experience did not seem to understand the purpose of the skip links and did not use them.

Of the eight Preferences survey (Stage 3) respondents, five indicated they found the skip links useful.

When our observations of the site testers are combined with the results from the Preferences survey, 50% of the screen reader users who participated found the inclusion of skip links useful. While we do not think this means that half of all screen reader users are likely to use skip links when they are provided, it does suggest that a significant number of people are likely to find them beneficial.

One of the most striking results from this project concerns the use of structural labels for the different levels of navigation. When web pages are displayed graphically, it is usually easy for a sighted person to clearly identify the different navigation menus, for example main navigation across the top and second level navigation down the side.

But this is not always case for people who are unable to perceive the visual appearance of web pages. Fourteen (77%) of the screen reader users who participated in the Source order expectations survey (Stage 1) indicated they sometimes find it difficult differentiating the site navigation from the local navigation on web pages. Observation of the four participants, who used the test sites prepared for this project (Stage 2), highlighted this issue. We noticed that when they were using the pages without structural labels for the navigation, the presentation of the local navigation items immediately after the site navigation caused some problems for the two least experienced screen reader users.

Although it is likely many of the screen reader users who participated in the Task-based user testing and Preferences survey (Stages 2 and 3) were not use to the different levels of navigation on a web page being labelled, all said they found inclusion of these structural labels on the test sites very useful.

Conclusion

Source order

It appears that when visiting a web page, most, if not all, screen reader users expect at least the main site navigation to be presented before the content of the page. There appears to be little evidence to support the view that screen reader users would prefer to have the content presented first, or find sites easier to use when this occurs.

It is our view, that a continuation of the practice of placing navigation before the content of the page will benefit some screen reader users, in particular those users who are still developing their skills with the technology.

It is probably desirable however, to present the content of the page before extraneous information, such as advertisements and related links, as well as the page footer.

Skip links

The wide range of screen reader options for accessing page content means that many experienced users of these technologies do not need to use skip links. But for less experienced screen reader users, it seems clear that many are likely to find skip links a useful device for moving directly to specific sections of the page. In our opinion, websites should continue to provide skip links at the top of pages.

Structural labels

All of the research participants who used the test sites found the structural labels for the different levels of navigation useful. The inclusion of structural labels seems to be an effective and relatively simple solution to the significant problem some screen reader users have in identifying the different elements on a page. Also, through the use of CSS it is possible to include these labels without affecting the visual appearance of the page. In our opinion, structural labels should be used to help describe different components of the page to screen reader users.

Finally, the importance of adhering to the Web Content Accessibility Guidelines cannot be overstated. The use of semantically correct and valid code, meaningful and appropriately marked up headings and descriptive link text will enable screen reader users to make the most effective use of their technologies when visiting a website.

Disabilities and technologies (2005)

Roger Hudson, October 2005

By some estimates over 80% of the disabilities experienced by people in our communities are invisible to the wider population; so it is not surprising most website developers and proprietors believe that very few, if any, people with disabilities use the Web.

Even in terms of the more profound and obvious disabilities, such as blindness or cerebral palsy, very few web developers have had the benefit of seeing how the different assistive technologies enable people with these disabilities to use accessible websites.

Two of the most common questions I get asked are: How many people have disabilities? And, what sort of technologies do people with disabilities use to access the Web?

In this article I hope to throw a little light on these questions.

How Many People are Disabled?

The diversity of the human population encompasses a vast range of physical, sensory and intellectual differences. Use of the label “disability” always causes me some uneasiness, largely because it suggests the overarching removal of an “ability”. There are many people, myself included, who may have a condition that could be categorised as a disability, but who do not consider themselves disabled. A significant proportion of the deaf community, for example, do not see themselves as disabled in terms of hearing, but as active members of a distinct cultural group with its own traditions, choices and languages.

This said, I do use the words disability and disabilities. They are convenient labels for discussion about ways to improve websites so that they can be used effectively by people with a range of visual, aural, physical and intellectual abilities, including those with impairments in one or more of these abilities.

Trying to determine how many people have different disabilities in a society can be difficult. For a start, there is considerable variability in the way information about the incidence of different disabilities is collected. It appears to me, that it often relies on self-reporting by the person with the disability or their carer, rather an objective collection of the data by an independent person. Also, the level of impairment that determines the criteria for whether a person is considered to be disabled varies from country to country, and in some cases within a country.

Not withstanding these difficulties, it is pretty safe to say that somewhere between 10% and 20% of the population of a developed country like Australia has a disability that will affect their ability to use the Web. The proportion of the population with a disability appears to be increasing, due mainly to the aging population profile of these countries.

The incidence of disabilities (and limiting illness) that restricts a person’s ability to function in everyday life, as recorded by government agencies in some countries:

  • United Kingdom, 18% of the population (National Statistics, 2001).
  • Australia, 17% of the population (Australian Bureau of Statistics, 2003).
  • United States, 19.3% of the population (US Census Bureau, 2000).
  • Canada, 12.1% of the population (Statistics Canada, 2001).
  • New Zealand, 20% of the population (Statistics New Zealand, 2001).
  • European Union, across the 15 EU countries in 2001, 19.3% of the population was hampered by physical or mental health problem, illness or disability, with 9.3% severely hampered. (Eurostat, 2003)

Survey of Disability in Australia

The Australia-wide “Survey of Disability, Ageing and Carers” (SDAC) conducted by the Australian Bureau of Statistics (ABS) in 1998 found that 20.1% of Australians had a disability. The results of the next SDAC survey in 2003 were very similar, with 20% of the population, or 3.95 million Australians, reporting a disability. The ABS survey defined disability as:

“Any limitation, restriction or impairment, which lasted, or is likely to last for at least six months and restricts everyday activities. Examples range from hearing loss which requires the use of a hearing aid, to difficulty dressing due to arthritis, to advanced dementia requiring constant help and supervision.”

Disability, Ageing and Carers Survey (2003): Summary of Findings (PDF)

In both the 1998 and 2003 surveys, about 17% of the population had disabilities, which resulted in restrictions in one or more core activities, such as self-care, mobility and communication, or restrictions in schooling or employment. And, about 3% reported disabilities without any specific limitations or restrictions. 10% of people in Australia use equipment or an aid to help them cope with their condition or manage with their everyday life.

The people with disabilities in the 1998 SDAC were asked to indicate which disability most affected their daily lives.

Survey of People Reporting a Disability
Percent with disability
Sight 34%
Physical 20%
Hearing 11%
Speech 3%
Intellectual 4%
Psychiatric 5%
Acquired Brain Damage 5%
Other
(or undisclosed, or multiple)
18%

The SDAC also reported the disability rates for people of different ages in the population: Less than 4% of children between 0 – 4 years had a disability; for people 35 – 39 years the rate is about 15%; for those 65-69 the rate has increased to about 40%; the rate then increases rapidly to more than 90% for people 90 and over. In general, the disability rates for males and females is very similar, although women over the age of 80 have a much higher rate of profound or severe disabilities than men of the same age.

US snapshot for comparison.

US Census 2000 reported 49.7 million Americans over the age of 5 (19.3% of the population) with a long-lasting illness or disability.

  • 6.3% with sensory disability involving hearing or sight.
  • 8.2% with a condition limiting basic physical activity (eg walking, lifting).
  • 4.8% with a condition causing difficulty in learning, remembering or concentrating.

21.3 million people over the age of 16 (11.9%) had a condition that affected their ability to work.

US Census Bureau, “Disability Status: 2000”. Issued 2003. (PDF)

Students with disabilities

Research by Jaye Johnson from Edith Cowan University in Western Australia provides a useful insight into the incidence of disability among young people in the community.

Within the secondary education sector, there had been an increase in the proportion of the student population with a disability during the period 1997 – 1999. For example, the percentage of students in Year 12 (17 -18 years old) with a disability increased from 1.62% to 2.11% over the three years.

The proportion of students with different types of disability did not change significantly during the three-year period.

Percentage of Year 12 students with different categories of disabilities in 1999
Percent with disability
Intellectual disability 56%
Physical disability 17%
Hearing loss 14%
Visaul loss 9%
Autism 3%
Language disability 1%

Within the post-secondary sector, Universities and TAFE (Technical and Further Education) colleges in Western Australia provided statistics relating to students with disabilities. The proportion of students with disabilities in TAFE colleges was between 1.32% and 3.63% and in Universities between 0.7% and 3.0%. (Johnson felt the 0.7% figure resulted from a data collection issue and was not an accurate reflection of the population).

There were significant differences in the reported types of disabilities. In TAFE, 27% of the students with disabilities had a physical disability followed by 22% with vision impairment. Whereas, in Universities 39% of disabilities resulted from a medical condition and only 9% identified having a physical disability and 9% with vision impairment.

“Indicators in the secondary, post secondary and ABS data suggests that there will be an increasing number of people with a disability over the next 8 – 10 years who may access post secondary education and training. Of these students, it is likely a greater proportion will have severe to profound levels of disability than is seen in the present student population.”

Jaye Johnson, “Students with Disabilities in Post Secondary Education. Issues and Trends For a New Decade”.

Research by the Australian Learning Disabilities Association found, “The incidence of learning disability in Australia, as in other western countries, is suggested to be 10% to 12% of the population, with 4% being severely affected”. Source: What is learning disability?

Assistive Technologies

An assistive technology device, as defined by the United States Assistive Technology Act of 1998 , is any “product, device, or equipment, whether acquired commercially, modified or customized, that is used to maintain, increase, or improve the functional capabilities of individuals with disabilities.”

There is a wide range of computer-related assistive technologies (also called adaptive technologies) that can help disabled people access information that may otherwise be inaccessible to them because of their disability. A short description of some of these technologies follows, for convenience they are categorised as input or output technologies.

Input Technologies

An input technology is a device that allows the user to enter information into a computer. Most people use a standard computer keyboard and mouse to access the Internet and surf the Web. Not everyone however, can use both these devices, for example the mouse, which requires the user being able to see the cursor on the screen, is of little use to many vision-impaired web users who mostly use the keyboard to access the Web.

Thankfully, for people who are unable to use a standard keyboard and/or mouse, other input technologies are available.

Alternative keyboards

There are a variety of alternative physical keyboards. For example, there are ergonomic keyboards for people who have hand and upper limb injuries, keyboards that present the keys in a different order (ABC rather than the conventional QWERTY), keyboards that use large keys and colour coding of the letters for people with cognitive and/or vision impairment and keyguards that can be used to reduce the risk of the wrong key being activated. Also, the layout of some keyboards can be extensively customised to meet the specific needs of individual users.

Onscreen virtual keyboards

Some people are unable to type, perhaps due to impaired mobility, but still require the functionality provided by a keyboard. Specialist accessibility software can be used to display a virtual keyboard on the computer screen that allows users to enter data with a standard mouse, pointing device or joystick. Onscreen virtual keyboards can also help people who do not know how to type.

Alternative mouse systems

The standard mouse can be difficult for people with some disabilities to use. The user needs to be able to see the mouse cursor, and then move the cursor on the screen by moving the mouse across a flat surface in a precise way. The trackball and touchpad are probably the two most widely used alternatives to a standard mouse by people who are able to see the screen, but who have impaired upper-limb mobility.

A trackball is like an upside-down mouse, with the ball on the top and often with several buttons, much like an advanced multi-button mouse. With a trackball the actual device remains stationary and movement or rotation of the ball moves the cursor. Different sized balls can be used and people with significant fine motor skill problems often use a large ball. The ball is usually moved with the hand, but can also be operated with the foot, elbow or a stick held in the mouth.

A touchpad allows the user to move the cursor on the screen by moving a finger across the touchpad surface, as occurs with many laptop computers. Touchpads can be used by people who are unable to hold a device such as a standard mouse or who have very limited mobility, perhaps an ability to move just one or two fingers as may be the case when someone has motor neurone disease.

Some alternative keyboards can also function as a mouse through the use of Mousekeys. Both Windows and Apple operating systems for example, incorporate Mousekeys as an accessibility feature for people who have difficulty using a mouse. MouseKeys allows the user to control the movement of the mouse cursor with the numeric keypad.

Head wands

A Head wand is a simple device that is strapped the users head, and has a protruding stick that is used to type keys on a standard or modified keyboard. People with severely impaired limb mobility, but who are still able to move their head (for example, someone with cerebral palsy) are able to effectively use websites with head wands.

Head wands are often used in conjunction with the StickyKeys accessibility option that is available with both Windows and Apple systems. Keyboard functions that require the simultaneous pressing of two (or more) keys can be done with StickyKeys, since it enables the user to press a key and release it, and then press the other key or keys, and the software acts as though the keys are being pressed simultaneously.

Switches

People with very limited mobility maybe unable to use either a modified keyboard or mouse. A range of adaptive switches is available to help people in this situation use a computer and access the Web. Most switches consist of one (or a few) buttons, which can be activated by bodily movement. For example, a person who can only move their head maybe able to surf the Web by clicking a switch embedded in a headrest, while someone else might require a foot switch.

Other switches are touch free, relying instead on motion sensors, brain activation, or a suck and puff mechanism.

Switches are often combined with specialist software that extends the functionality of the device allowing more complex tasks to be undertaken. For example, auto-complete typing software can reduce the amount of typing required by looking at what the user starts to type and then presenting a range of choices that the user can select from to complete the word or phrase.

Voice (speech) recognition

Voice (or speech) recognition software allows a person to control a computer with their voice. With voice as the input device, speech can be used to open programs, write documents, save work, use the Web and write and send emails. There is a wide variation in the way people speak, so the voice recognition software needs to learn how to recognise the user’s voice and the way they pronounce words. It can also remember commonly used phrases and words and use this information to make predications about what is to be input, thereby speeding up the process.

The accuracy of voice recognition has improved significantly in the last few years however, they still require the user to speak in a voice that is relatively easy to understand. People with disabilities that affect their ability to speak (for example cerebral palsy) may have difficulty using voice recognition as an input technology at this time.

Eye tracking

Eye tracking software allows people to use a computer with nothing more than eye movements. People with little or no control over the movement of their hands, and who also may not be able to speak, can use eye-tracking systems to operate a computer and access the Internet. Some eye tracking software can be combined with a virtual keyboard allowing the user to type by moving their eyes.

Eye tracking systems have the potential to bring very significant benefits to a relatively small number of people. However, at this stage they are very expensive and not widely used as an assistive technology.

Output Technologies

An output technology is a device that presents the data or information from a computer to the user. Most web users are familiar with commonly used output devices such as computer monitors and screens, speakers, printers and projectors. Mobile phones, PDAs, plotters and film recorders can also be used to output website content.

A number of specialised assistive output technologies are available to enable people with disabilities to obtain information via the Web.

Screen readers and talking browsers

Screen readers and talking browsers interpret information that can be visually displayed on a computer screen and then present this information as audio output by synthetic speech and/or as tactile output by Braille display. Screen readers and talking browsers also interpret the input interactions made by the user, for example keyboard strokes, entering search requests and checking form radio buttons. These technologies are widely used by people with little or no vision. They are relatively difficult to learn and use and are usually controlled via a standard computer keyboard.

Screen readers don’t read the screen. Working in conjunction with a web browser (usually Microsoft Internet Explorer) and an Application Programming Interface (eg. Microsoft Active Accessibility) screen readers use the source code of a web page to construct an alternative, accessible representation of the page and the functional components it contains. When a page is coded correctly, most screen readers are able to present (either through speech or Braille) the text on a web page, alternative descriptions for images and multimedia content, as well as identifying headings, lists items, links, frames, tables and form elements.

The most widely used screen readers in Australia are JAWS (available from Freedom Scientific) and Window-Eyes (GW-Micro). HAL and Supernova (Dolphin Computer Access) and LookOut (Choice Technology) are also used in Australia, but more widely used in other countries, particularly in Europe. Recent versions of the Windows and Apple operating systems have built-in screen readers, but the features are limited so they are not widely used by people who depend on a screen reader to access the Web.

Talking browsers are specialised Internet browsers that are able to present the content of a web page as speech in a similar way to a screen reader. IBM Home Page Reader is the most widely used talking browser. The Home Page Reader speaks web-based information as it is presented on the computer screen and allows the user to identify the different elements of the page such as headings and links. Users with low vision can use the Home Page Reader to magnify the screen and change font size and colour.

Braille display

A Braille display is a device that allows a blind person to read the contents of a computer display (or website) as a line of Braille characters. Braille display devices that are used with computers and the Web are often referred to as Refreshable Braille Displays, since the line of Braille characters refreshes as the user moves from one line to the next.

Refreshable Braille devices have a strip of rubberised material under which is a row of pins that can be made to rise and fall by electrical signals. The pins are presented in groups (arrays) of six or eight pins, which when activated form a Braille character, similar to the raised dots of Braille impressed on paper. There are usually 40, 65, or 80 arrays (characters) per line of text, depending on the size and cost of the device. Refreshable Braille displays generally include directional keys, which allow the user to navigate through a document.

When used in conjunction with a keyboard, the Refreshable Braille display enables a person to operate a computer, read text, send and receive e-mail, and browse the Web.

Refreshable Braille display devices are considerable more expensive than screen reading software to purchase and are less commonly used for accessing the Web when compared to screen readers. However, Braille is an essential communication medium for people with impaired vision and hearing.

Screen magnifiers

Screen magnifiers allow people with low vision to access information on a computer screen. The magnification software can increase the size of the information by a pre-determined amount. Most programs offer a maximum magnification of 16 times, but the most commonly used level of magnification appears to be 4 or 6 times magnified.

The screen magnifier increases the size of everything displayed on the screen, not just the text. Web pages that most people can view without scrolling require scrolling when viewed with a screen magnifier since only a section of the page will fit onto the computer screen. The mouse or keyboard is used to scroll vertically and horizontally as the users moves the area displayed in order to see all the content of the page.

Most screen magnification software has the flexibility to magnify the full screen or parts of the screen. These programs also often allow for inverted colours, enhanced pointer viewing and tracking options. Many screen magnifiers also contain screen reading software that can be used to speak the page content if the user wishes.

The most widely used screen magnifiers in Australia and elsewhere include, ZoomText Magnifier (developed by Ai Squared), MAGic Screen Magnifier (Freedom Scientific) and Luna and Supernova (Dolphin Computer Access).

Captions

All of the output technologies considered thus far are primarily concerned with improving the ability of people with impaired vision to access information presented with text or static images. The web however is increasingly becoming a multimedia environment containing video and audio material. Unfortunately, progress in improving the accessibility of this material is slow.

I am not sure if you can describe captioning as an output device, however it is a technique that will allow people with impaired hearing to read a description of audio content. Captions describing visual content can also be rendered by screen reading technologies thereby allowing people who can’t see the content to access the information presented.

Joe Clark, one of the pioneers of captioning, provides a good overview of the issue and captioning techniques in his article, “Best Practices in Online Captioning”.

Jared Smith from WebAIM presented a paper on the subject at the “Technology and Persons with Disabilities Conference 2004”, which also highlighted the need to provide captions for audio web content.

“On the Web, synchronized, equivalent captions should be provided any time audio content is presented. This obviously pertains to the use of audio and video that is played through multimedia players such as Quicktime, RealPlayer, or Windows Media Player, but can also pertain to such technologies as Flash, Shockwave, or Java when audio content is a part of the multimedia presentation.”

Jared Smith, “Captioning Web Multimedia: An Overview of Technologies, Resources, and Tools”.

Device Independence

Many different devices are now being used to access the Web. In addition to the examples of assistive technologies described above, people are accessing the Web with an increasing range of devices including mobile (cell) phones, WebTV, PDAs, Kiosks, and not forgetting of course, the Internet fridge.

The number of web browsers available is also increasing all the time. The Evolt Browser Archive contains over 100 browsers including, the original World Wide Web (NeXus) browser developed by Tim Berners-Lee, text-only browsers like Lynx, Microsoft Internet Explorer (different versions) and the hot new favourite, Firefox.

Ideally, all the components of a website should be able to be accessed by any device or user agent that a web user might wish, or is required, to use. Although this is an ambitious, and some might say unrealistic aim, the W3C Web Accessibility Initiative sees device independence as a key component of web content accessibility.

“Users must be able to interact with a user agent (and the document it renders) using the supported input and output devices of their choice and according to their needs. Input devices may include pointing devices, keyboards, Braille devices, head wands, microphones, and others. Output devices may include monitors, speech synthesizers, and Braille devices.

Please note that “device-independent support” does not mean that user agents must support every input or output device. User agents should offer redundant input and output mechanisms for those devices that are supported. For example, if a user agent supports keyboard and mouse input, users should be able to interact with all features using either the keyboard or the mouse.”

Web Content Accessibility Guideline 1.0

HTML is the original language of the Web, and for a while HTML was the only way information could be made available via the Web. HTML, and its successors, use standards that have been developed by the World Wide Web Consortium (W3C). Today however, in addition to material developed using the standards and formats recognised by the W3C, many websites present content in a variety of other formats, with varying degrees of accessibility.

A lot of words have been written and spoken about the terms accessibility, availability, compatibility and interoperability, with the aim of defining, differentiating and explaining their meanings. Also, there is hot debate about where responsibility lies for making sure all web users, including those with disabilities, can access material on websites. Unfortunately this discussion sometimes swirls around in an esoteric whirlpool.

Clearly, developing a site using only recognised W3C standards and formats will maximise its potential to operate with standard compliant browsers and a wide range of input and output technologies. However, this is not always possible or even desirable. For example, the use of a non-W3C format Flash animation, will in some cases improve the usability and even accessibility of a site for some users.

In recent years, the manufacturers of two commonly used non-W3C formats, PDF and Flash, have significantly improved the accessibility features of their product. It is now possible to develop PDF or Flash material, which can be accessed by a wide range of assistive technologies. Unfortunately however, not all web developers have the knowledge, skill or commitment to ensure the material they develop using these formats is accessible. Also, earlier versions of many assistive technologies such as screen readers, which are still widely used, do not support the recent accessibility enhancements.

Another concern is the ability of different assistive technologies or technology versions to recognise and interpret valid web page code. Many screen reader versions for example, do not recognise all the standard W3C coding options that are available to improve the accessibility of data tables.

Who is responsible for ensuring the content on a website can be accessed by people with disabilities who rely on different devices? Clearly the developer has an important role to play. However as indicated earlier, it is possible to use non-W3C format material in a way that can be accessed by recent versions of some assistive technologies; and, some W3C standards material does not work with some technologies.

Of course, as a site developer you could say, “I have done all I can, and it is up to the vendors of assistive technologies to improve their product and the users of these technologies to obtain the most recent version of these products”.

While this attitude might provide you with some moral comfort and put a little pressure on assistive technology manufacturers, it does little for the person with a disability, who is using a technology that enables them to adequately use most other sites, but not your site or the site of your client.

I take a pragmatic approach to the issue of accessibility. In my view, website content should be able to be accessed and used by the widest possible range of people using the software and hardware, particularly assistive technologies, that are in general use at the time. This means developers should:

  • Use recognised W3C specifications and standards appropriately.
  • With scripts and applets, avoid the use of device-dependent event handlers such as onMouseOver. If mouse dependent event handlers are used provide keyboard handlers such as onFocus as well.
  • Wherever possible avoid the use of non-W3C formats. And when they are required, use a recent version of the authoring program and the accessibility features provided.
  • Provide alternative access to information contained in non-W3C format material, ideally in the form of a standard HTML version of the content.
  • Check the website material to make sure it can be accessed and used by people who rely on assistive technologies that are in current use.

It sometimes seems that the wish of people like Tim Berners-Lee and Chuck Letourneau for a universal Web, which can be accessed by anyone, anywhere, using any web browsing technology, is a forlorn hope. But it isn’t!

More and more people are working to make the Web a universal medium with content that can be used by people worldwide with different abilities and technologies.

References and more information

Accessible Data Tables (2005)

Prepared by Roger Hudson For the Web Essential Info Night in Sydney – 30 June 2005

Data and Layout Tables

The table element was introduced with HTML 2.0 in 1994 as a means of presenting data, for example timetables, tabular information about weights, measures, prices etc.

Almost from day one however, Web designers began using table elements to control the layout or presentation of information on a Web page.

And, by the time HTML 3.2 came along, the main use of tables on the web was to control the look of the page rather than the presentation of data in a tabular form.

The use of tables for layout can cause significant accessibility problems and thankfully the work of organisations like the Web Standards Group have seen this use decline in recent times. Complicated layout tables with their masses of cryptic code are no longer cool.

The presentation and layout of web page elements should now be controlled through the appropriate use of cascading style sheets. CSS is the way to go!

This article will discuss;

  • How the accessibility of data tables can be improved,
  • And, describe a test Russ Weakley and I currently doing into the effective accessibility of different ways to mark up complex data tables.

Many of the examples used in this article are from a web page Russ and I have prepared, which contains data tables using different accessibility markup schemas. A number of people have tested these tables using various assistive technologies and the preliminary results of the tests are presented later in this article.

A quick request and note of caution; please don’t take the examples literally. The content of the tables is very simple, and in some cases we have deliberately made the heading levels much more complex than they need be.

Looking for information

An encounter with the following data table is likely to be three-step process:

  1. A quick overview to know what the table is about (eg is it a bus timetable, or is it about the prices of vegetables?)
  2. Is it likely to meet my needs? (Is it about the price of peas in Darwin?)
  3. Obtain the required detailed information (what is the wholesale price of peas in Darwin?)
Vegetable prices in Darwin and Hobart
Beans Peas Carrots Tomatoes
Darwin
Wholesale $1.00 $1.25 $1.20 $1.00
Retail $2.00 $3.00 $1.80 $1.60
Hobart
Wholesale $1.20 $1.30 $1.00 $0.80
Retail $1.60 $2.00 $2.00 $1.50

With a table like this, most sighted people will achieve the first two steps in almost an instance by looking at the table title and the row and column headings.

For the third task however, they have to locate a particular data cell by looking at row and column headings and using them as reference points.

QUESTION: What is the wholesale price of peas in Darwin?
ANSWER: Easy-peasy for most sighted people: $1.25.

But, what about people with impaired vision who rely on screen readers to use the web and obtain information from data tables?

They can also get the information, if the table is well made and complies with the Web Content Accessibility Guidelines.

Screen readers and tables

At this stage, a quick description of how screen readers interpret data tables is probably worthwhile.

Contrary to the label, most screen readers don’t read the screen. Some screen readers in the past, such as PW Webspeak, did read the screen starting at the top left and reading across the screen from left to right, row by row, down to the bottom right. Screen reading technologies in common use today, including JAWS the most popular screen reader in Australia, read the underlying source code for the page rather than the content on the screen.

JAWS users can have the information in a data table presented in the following ways:

  • The whole table can be read line by line, either continuously or with sections selected manually.
  • With the keyboard command Atl+Ctrl+Left (or right) Arrow the user can move along rows and JAWS reads out the heading of the actual column plus the content of the cell. Users can also read up and down columns in a similar way.
  • With the focus in a particular cell, the keyboard command (Alt+Ctrl+Num Pad 5), will cause JAWS to present the information relating to the selected cell. That is, the cell content and, if the table has been coded correctly, the associated row and column headings.

As can be seen, this approximates the earlier description of how sighted people typically use data tables to obtain information.

Identifying a Table

When you see a data table on a web page it usually has a title or label that identifies the table, for example “Vegetable Prices in Hobart and Darwin”. Also, a quick glance at the table will usually indicate the way it functions, for example products across the top and cities or retailers down the left column.

HTML provides two tags that can help orientate screen reader users and enhance the accessibility of data tables.

<CAPTION> for the Table Title

The title for data tables you see on the web today are often presented outside the table in a separate heading <h> or paragraph <p> element. In some cases they are presented within the table in the top row <tr> or data cell <td>. All of these approaches may cause problems for users of assistive technologies.

The <caption> element is the most accessible way of providing a table with an identifying title. By default, ‘caption’ will place the title in the centre immediately above the table. However, CSS can be used to change the style and on screen position of the ‘caption’ element. For example, the title (caption) can be put underneath the table as is commonly done in scientific and academic publications.

When coding a table, the <caption> should come immediately after the table element and before anything else.

summary for Table Purpose

summary is not a stand-alone element like caption, but an attribute that is contained within the table element. The contents of the summary are not displayed on the screen by graphic browsers but can be outputted by screen readers and Braille displays to assist users of these devices to understand the table.

summary should be used to describe the primary purpose of the table and give an indication of its overall structure. Most assistive output technologies will read the summary first to provide the user with information to help them interpret and use the table. With more complex tables, the summary becomes increasingly important.

The following example is part of the code for the “Vegetable Prices in Hobart and Darwin” table:

<table summary="Wholesale and retail prices of vegetables in Hobart and Darwin. There are two levels of row headings.">
<caption>Vegetable prices in Hobart and Darwin</caption>
...

Simple Data Tables

For data tables, identify row and column headers. [Priority 1] For example, in HTML, use TD to identify data cells and TH to identify headers.”

Web Content Accessibility Guideline 5.1

Sighted web users seeking information from a data table, usually scan the headings at the top of each column and the headings at the beginning of each row to identify those that apply to a particular data cell in the table. A relatively easy task that only requires the user being able to determine what is a heading and what is data.

Unfortunately, data tables on the web often use the standard <td> element for cells that contain both the headings and the data (or information). No problem for the sighted user since they can usually easily differentiate between a cell that contains a heading and one that contains data.

Many assistive technologies however, are unable to differentiate between the two, and will present anything that is contained within <td> tags as data. As a result, users of screen readers and Braille displays sometimes find it difficulty associating the information in a cell in the centre of a data table with the appropriate column and/or row headings, depending on the technology they use and the complexity of the table.

HTML provides an easy and accessible way of overcoming this problem. The <th> element should always be used for column and row headings in data tables. (NB: <th> should never be used with layout tables – Guideline 5.4).

The following table for “plum and pear” prices uses <th> for the headings.

Prices for black plums and bosca pears in Sydney
Black Plums Bosca Pears
Wholesale $1.00 $1.50
Retail $2.00 $2.50


<table border="1" summary="Black plums and bosca pears table with one level of row and column headers">
   <caption>Prices for black plums and bosca pears in Sydney</caption>

   <tr>
      <td></td>
      <th>Lemons</th>
      <th>Pears</th>

   </tr>
   <tr>
      <th>Wholesale</th>
      <td>$1.00</td>
      <td>$1.50</td>

   </tr>
   <tr>
      <th>Retail</th>
      <td>$2.00</td>
      <td>$2.50</td>

   </tr>
</table>

A screen reader like JAWS 5 will read the ‘wholesale’ row like this:

“wholesale, dollar one point OO, dollar one point five O”

If the user wants to know the wholesale price of pears, JAWS will voice the selected data cell like this:

“column three, row two, pears wholesale, dollar one point five O”

Abbreviation

The ‘abbr‘ attribute can be used to provide an abbreviation for long headers so that the entire header is not read out every time. In the example of a simple data table below, ‘abbr‘ is included in the <th> tags for the column headings. Some screen readers will then only read the full headings “Black Plums” and “Bosca Pears” the first time they are encountered, and the abbreviations “plums” and “pears” will be read on all the other occasions.


<table border="1" summary="Black plums and bosca pears table with one level of row and column headers">
   <caption>Prices for black plums and bosca pears in Sydney</caption>
   <tr>
      <td></td>

      <th abbr="plums">Black Plums</th>
      <th abbr="pears">Bosca Pears</th>
   </tr>
   <tr>

      <th>Wholesale</th>
      <td>$1.00</td>
      <td>$1.50</td>
   </tr>

   <tr>
      <th>Retail</th>
      <td>$2.00</td>
      <td>$2.50</td>

   </tr>
</table>

<thead>, <tbody> and <tfoot>

For simple tables, the appropriate use of the <th> element described above is all that is required to make a table accessible. With just a little more effort however, we can we can further enhance the accessibility of data tables.

HTML provides these elements so that the rows of a table can be grouped together and presented in three different sections;

  • <thead> for table head,
  • <tfoot> for table footer
  • <tbody> for table body.

<thead> and <tfoot> can be used to provide a row of headings at the top and bottom of a table. These are potentially very useful for long tables that extend over more than one page since they enable the header and footer to be printed on each page. Also, with appropriate browser support, they will allow the body of a table to be scrolled independently while the headings remain on the screen. In the future, this is likely to be very useful for users of handheld devices with small screens.

If <thead> and <tfoot> are used you must also use <tbody> to define the body of the table, that is the part of the table that contains the actual data cells. In fact a table can have more than one <tbody>.

Complex Data Tables

For data tables that have two or more logical levels of row or column headers, use markup to associate data cells and header cells. [Priority 1] For example, in HTML, use THEAD, TFOOT, and TBODY to group rows, COL and COLGROUP to group columns,and the ‘axis’, ‘scope, and ‘headers ‘attributes, to describe more complex relationships among data.”

Web Content Accessibility Guideline 5.2

Tables with single levels of column and/or row headings are significantly easier for screen reader users to understand and use. So wherever possible, complex tables with multiple levels of headings should be avoided.

Sometimes however, complex tables are required. Some data tables, for example scientific tables or those of financial institutions, often require more than one level of row and/or column heading. Once again, most people who are able to access the table visually will not find this a problem. However assistive technologies also need to be able to associate these extra levels of headings with the information contained in the data cells.

The two most commonly recommended ways to mark up tables with two or more levels of headings are:

  • Use id and headers to link data cells with the appropriate headings.
  • Use scope with col (and colgroup) and/or row (rowgroup) to associate all the cells in a column or row.

But which is the most appropriate?

When testing the accessibility of data tables on websites, I often ask experienced screen reader users to obtain specific information from the tables. In general, most complex data tables prove to be inaccessible. However, when id and headers are used appropriately, I have found that the tables tend to be accessible to most screen reader users.

In recent times, I have noticed an increasing use of scope but in my experience this does not appear to be as successful. I will return to the issue of scope later when commenting on our test of the different accessibility schemas for data tables.

id and headers

HTML 4 introduced the ‘headers’ attribute for table cells <td>. This attribute is used in conjunction with the id attribute within a table heading <th> to allow any cell or cells to be associated with a heading or headings.

The following table, which is from the table test page, for orange and apple prices uses id and headers.

Imported and domestic orange and apple prices in Sydney and Melbourne
Imported Domestic
Oranges Apples Oranges Apples
Sydney
Wholesale $1.00 $1.25 $1.20 $1.00
Retail $2.00 $3.00 $1.80 $1.60
Melbourne
Wholesale $1.20 $1.30 $1.00 $0.80
Retail $1.60 $2.00 $2.00 $1.50

QUESTION: what is the wholesale price of imported apples in Sydney?

The use of id and headers means that most people who rely on screen readers will be able to obtain the answer to this question. The source code for part of this table with the relevant id and headers highlighted follows:

<table border="1" summary="Wholesale and retail prices of imported and domestic oranges and apples in Sydney and Melbourne. There are two levels of column headings.">
   <caption>
      Imported and domestic orange and apple prices in Sydney and Melbourne
   </caption>
   <thead>

      <tr>
         <td></td>
         <th colspan="2" id="imported">Imported</th>
         <th colspan="2" id="domestic">Domestic</th>

      </tr>
      <tr>
         <td></td>
         <th id="oranges-imp">Oranges</th>
         <th id="apples-imp">Apples</th>

         <th id="oranges-dom">Oranges</th>
         <th id="apples-dom">Apples</th>
      </tr>
   </thead>
   <tbody>

      <tr>
         <th id="sydney" colspan="5">Sydney</th>
      </tr>
      <tr>

         <th headers="sydney" id="wholesale-sydney">Wholesale</th>
         <td headers="imported oranges-imp sydney wholesale-sydney">$1.00</td>
         <td headers="imported apples-imp sydney wholesale-sydney">$1.25</td>
         <td headers="domestic oranges-dom sydney wholesale-sydney">$1.20</td>

         <td headers="domestic apples-dom sydney wholesale-sydney">$1.00</td>
      </tr>
      <tr>
         <th headers="sydney" id="retail-sydney">Retail</th>
   ...THE REST OF THE TABLE CODE ...

Using a combination of JAWS keyboard commands, most users will be able to locate the cell that is likely to contain the information they require. They can confirm this is the correct cell by asking JAWS to “say the current cell”.

If the focus is on the appropriate cell ($1.25), JAWS will “say the current cell” like this:

“column three, row four, apples Sydney wholesale imported, dollar one point two five”

Very Complex Data Tables

The table test page contains the following data table about cherry and apricot prices, which has three levels of column headings and two levels of row headings that use id and headers.

Imported and domestic cherry and apricot prices in Perth and Adelaide
Imported Domestic
Apricots Cherries Apricots Cherries
A Grade B Grade A Grade B Grade
Perth
Wholesale $1.00 $9.00 $6.00 $1.20 $13.00 $9.00
Retail $2.00 $12.00 $8.00 $1.80 $16.00 $12.50
Adelaide
Wholesale $1.20 N/A $7.00 $1.00 $11.00 $6.00
Retail $1.60 N/A $11.00 $2.00 $13.00 $10.00

QUESTION: What is the wholesale price of imported A-grade cherries in Perth?

Sections of code for the cherry and apricot table follows with the relevant id and headers highlighted.


<thead>
   <tr>
      <td></td>
      <th id="imp" colspan="3">Imported</th>

      <th id="dom" colspan="3">Domestic</th>
   </tr>
   <tr>
      <td></td>
      <th headers="imp" id="imp-apr">Apricots</th>

      <th headers="imp" id="imp-che" colspan="2">Cherries</th>
      <th headers="dom" id="dom-apr">Apricots</th>
      <th headers="dom" id="dom-che" colspan="2">Cherries</th>

   </tr>
   <tr>
      <td></td>
      <td></td>
      <th headers="imp imp-che" id="imp-che-agrade">A Grade</th>

      <th headers="imp imp-che" id="imp-che-bgrade">B Grade</th>
      <td></td>
      <th headers="dom dom-che" id="dom-che-agrade">A Grade</th>
      <th headers="dom dom-che" id="dom-che-bgrade">B Grade</th>

   </tr>
</thead>
... MORE CODE ...

<tbody>
   <tr>
      <th id="perth" colspan="7">Perth</th>

      </tr><tr>
      <th headers="perth" id="perth-wholesale">Wholesale</th>
      <td headers="imp imp-apr perth perth-wholesale">$1.00</td>
      <td headers="imp imp-che imp-che-agrade perth perth-wholesale">$9.00</td>

      <td headers="imp imp-che imp-che-bgrade perth perth-wholesale"> $6.00</td>
      <td headers="dom dom-apr perth perth-wholesale">$1.20</td>
... THE REST OF THE TABLE CODE ...

Although the heading structure of this table is complex, by using a combination of keyboard commands, most JAWS users will be able to locate the cell that is likely to contain the information they require.

With the focus on the appropriate cell ($9.00), JAWS will “say the current cell” like this:

“Row five, column three, imported Perth wholesale cherries A grade, dollar nine point O O”

Keep Tables Simple

As indicated already, multiple levels of column headings can disorientate screen readers users. For example, when JAWS encounters the cherry and apricot table above it will voice:

“table in seven columns and nine rows” (followed by the general table information, summary etc).

The three rows containing column headings are introduced as follows:

  • “three columns row one …”
  • five columns row two …”
  • seven columns row three …”

There is no indication that these rows contain column headings. Also, users may be left is some doubt about the number of columns in the table. The inclusion of ‘headers’ attributes in the lower levels of column headings (as indicated in the source code above) does allow the different heading levels to be associated when the user asks JAWS to “say the current cell”.

In addition, some preliminary results from the table test page suggest Braille devices can have significant problems with multiple column and row headings.

Wherever possible simple tables should be used; they are easier to code and much easier for people who rely on screen readers to use.

Avoid Columns of Empty Table Cells

Developers sometimes use columns of empty header and data cells to provide a space between the columns in a table.

JAWS, for example, voices the word “blank” every time it encounters an empty cell and this can reduce both the usability and accessibility of data tables for people who rely on screen readers.

CSS rather than empty cells should be used to control the presentation of data tables.

Data Table Accessibility Test

Russ Weakley and I have prepared the Data Table Accessibility Test page to test different ways data tables can be marked up to make them accessible to users of screen readers and Braille devices. The page contains four tables, one simple data table and three complex data, which have more than one level of column and row heading.

We have asked interested people to test these tables with assistive technologies and send us their comments on the accessibility of the different tables.

We are very grateful for the useful feedback we have received from:

But we would like more.

If you are interested in contributing, the test tables can be found at: http://www.usability.com.au/resources/tabletest.cfm.

Two of the complex data tables on the test page use id and headers to associated column and row headings with data cells. Another table uses scope with col and row to associate all the cells in a column or row.

At this stage the tables have been tested with the following screen readers:

  • JAWS Versions, 4.02, 5.1, 6.0 and 6.2 (JAWS is the most popular screen reader in Australia).
  • Window-Eyes 5.0.
  • Connect Outloud 2.0.

All these screen readers could effectively access the two complex data tables that use id and headers. The JAWS results with these tables have already been described in this article. Screen reader support for scope however was patchy.

scope, col and row

The use of scope, in association with col and colgroup, is often promoted as an effective way of grouping the headers and information in a column in order to enhance accessibility. Using scope with row and rowgroup is sometimes also suggested, although there is some ambiguity about how this should be done and the advantages in terms of improved accessibility.

The table test page contains the following “Brass and steel nuts and bolts” table, which uses scope, col and row. (I generally don’t use scope, so please let me know if the way scope is used in this table is not correct.)

Prices of Brass and Steel nuts and bolts
Brass Steel
Bolts Nuts Bolts Nuts
10cm
Wholesale $1.00 $1.25 $1.20 $1.00
Retail $2.00 $3.00 $1.80 $1.60
20cm
Wholesale $1.20 $1.30 $1.00 $0.80
Retail $1.60 $2.00 $2.00 $1.50

QUESTION: What is the wholesale price of 10cm brass nuts?

The following section of source code for this table indicates what I believe is the way the scope, col and row attributes are used to provide the answer to this question.


<table border="1" summary="Wholesale and retail prices for 10 and 20 centimetre brass and steel nuts and bolts. There are two levels of column headings.">
   <caption>Prices of Brass and Steel nuts and bolts</caption>
   <colgroup>
   <colgroup span="2">

   <colgroup span="2">
   <thead>
      <tr>
         <td></td>
         <th scope="colgroup" colspan="2">Brass</th>

         <th scope="colgroup" colspan="2">Steel</th
      </tr>
      <tr>
         <td></td>
         <th scope="col">Bolts</th>

         <th scope="col">Nuts</th>
         <th scope="col">Bolts</th>
         <th scope="col">Nuts</th>
      </tr>

   </thead>
   <tbody>
      <tr>
         <th scope="rowgroup" colspan="5">10cm</th>

      </tr>
      <tr>
         <th scope="row">Wholesale</th>
         <td>$1.00</td>

         <td>$1.25</td>
         <td>$1.20</td>
         <td>$1.00</td>
      </tr>

      <tr>
         <th scope="row">Retail</th>
... THE REST OF THE TABLE CODE ...

It does not appear possible for a screen reader user to obtain the “wholesale price of 10cm brass nuts” from this table, which is marked up using scope.

With the focus on the appropriate cell ($1.25), JAWS 5.1 will “say the current cell” like this:

“column three, row four, brass wholesale, dollar one point two five”

NB: the “10cm” size and “nuts” headers are not voiced.

With JAWS 6.2 the result is:

“column three, row four, brass nuts wholesale, dollar one point two five”

NB: the “10cm” size header is still not voiced. I am not very experienced in the use of scope and would greatly appreciate feedback about the way “Brass and Steel Nuts and Bolts” table has been coded.

Windows-Eyes does not appear to support scope.

Conclusion and request

First, I would like to once again stress the importance of making data tables as simple as possible. Data tables with more than one level of headers are harder to code and much harder for people who rely on assistive technologies to use.

At this stage, it appears that id and headers are the most effective way to make complex data tables accessible. Although id and headers are slightly more difficult to code than scope, the apparent poor screen reader support for scope means that this is probably not an effective accessibility option.

Finally, a request, if you have the time please check out the Data Table Accessibility Test page and if possible test it with different technologies. I would be very grateful for any feedback on the quality of the code used for the tables on the page and how well screen readers and Braille devices can access them.

References and Additional Information

BOOKS

  • Clark, Joe. 2003. “Building Accessible Websites” New Riders Publishing, Indiana.
  • Paciello, Michael. 2000. “Web Accessibility for People with Disabilities”, CMP Books, Kansas.
  • Slatin, John and Rush, Sharon. 2003. “Maximum Accessibility”, Addison-Wesley, Boston.

WEBSITES

Table Test Page

Over the years, there has been considerable discussion about what is the most accessible way to present tabular information in data tables.

Roger Hudson and Russ Weakley have been studying how people who rely on screen readers use a range of data tables. These observations confirm the need to make data tables as simple as possible.

It is relatively easy to make an accessible data table with one level of row and column headers, however it is not always possible to have just one level of headings. Some data tables, for example scientific tables or those of financial institutions, require more than one level of row and column heading. It is much harder to make a table with multiple levels of row and/or column headings accessible.

We have prepared this page to test different ways of enhancing the accessibility of data tables. We are seeking feedback from website users and developers, particularly those who use assistive technologies.

Please send us your opinions on the accessibility of the different data tables and any suggestions how they might be improved. And, please don’t be distracted by the simplified nature of the content or the number of heading levels used in the complex tables.

Table 1: Lemons and pears – Simple table without scope or headers

Prices for lemons and pears in Sydney
Lemons Pears
Wholesale $1.00 $1.50
Retail $2.00 $2.50

Table 2: Oranges and Apples – complex table using id and headers

This table provides information about the wholesale and retail price of both imported and domestic oranges and apples in Sydney and Melbourne. There are two levels of row and column headers.

Imported and domestic orange and apple prices in Sydney and Melbourne
Imported Domestic
Oranges Apples Oranges Apples
Sydney
Wholesale $1.00 $1.25 $1.20 $1.00
Retail $2.00 $3.00 $1.80 $1.60
Melbourne
Wholesale $1.20 $1.30 $1.00 $0.80
Retail $1.60 $2.00 $2.00 $1.50

Table 3: Nuts and Bolts – complex table using scope, colgroup and rowgroup.

This table provides information about the wholesale and retail prices for two sizes of brass and steel nuts and bolts. There are two levels of row and column headers.

Prices of Brass and Steel nuts and bolts
Brass Steel
Bolts Nuts Bolts Nuts
10cm
Wholesale $1.00 $1.25 $1.20 $1.00
Retail $2.00 $3.00 $1.80 $1.60
20cm
Wholesale $1.20 $1.30 $1.00 $0.80
Retail $1.60 $2.00 $2.00 $1.50

Table 4: Cherries and apricots – very complex table using id and headers.

This table provides information about the wholesale and retail price of both imported and domestic cherries and apricots in Sydney and Melbourne. The cherries are presented in two different grades. There are three levels column headers and two levels of row headers.

Imported and domestic cherry and apricot prices in Perth and Adelaide
Imported Domestic
Apricots Cherries Apricots Cherries
A Grade B Grade A Grade B Grade
Perth
Wholesale $1.00 $9.00 $6.00 $1.20 $13.00 $9.00
Retail $2.00 $12.00 $8.00 $1.80 $16.00 $12.50
Adelaide
Wholesale $1.20 N/A $7.00 $1.00 $11.00 $6.00
Retail $1.60 N/A $11.00 $2.00 $13.00 $10.00

An Accessibility Frontier: Cognitive disabilities and learning difficulties (2004)

By Roger Hudson, Russ Weakley and Peter Firminger
Most recent version of article: 30 January 2005
Originally presented at OZeWAI 2004 Conference, La Trobe University, Melbourne, Australia – 2 December 2004.

Introduction

Web accessibility and the notion of universal design are laudable and for many disabled people have resulted in significant benefits. Well made sites allow people with a range of physical disabilities to access goods and services and participate in activities with an ease that was denied them in the pre-web world.

However, the needs of the largest disability group in our community, those with cognitive disabilities and learning difficulties, appear to have slipped through the cracks to a large extent when it comes to website accessibility.

Our accessibility journey started in 2002, when we first worked together on sites for the Australian Museum. It followed a pretty standard path. We did multiple assessments with people with different vision impairments and a few with people who had other physical disabilities. When it came to considering individuals with cognitive and learning difficulties however, we did little more than give lip service to their needs.

We were not alone in this. Many people associated with web accessibility have followed the same route, including, if we may be so blunt, the W3C Web Accessibility Initiative. Although somewhat simplistic, a comparison of the following two Web Content Accessibility Guideline Version 1 checkpoints [1], which relate to the use of images on the web, maybe indicative of the situation.

“Provide a text equivalent for every non-text element”

Checkpoint 1.1

“Supplement text with graphic or auditory presentations where they will facilitate comprehension of the page”

Checkpoint 14.2

WCAG 1.1, which is fundamentally about improving access to websites for people with vision impairment, is a Priority 1 checkpoint (ie “A web content developer must satisfy this checkpoint”). However, WCAG 14.2, which suggests the inclusion of images to help make pages more comprehensible (an issue of particular importance for those with cognitive disabilities), is a Priority 3 checkpoint (ie “A web content developer may address this checkpoint”).

The aim of this paper is to offer some ideas on how websites might more effectively meet the needs of people with cognitive disabilities and learning difficulties. The paper will look at three issues:

  • How the presentation of page content can be modified to make it more accessible.
  • Design of site navigation systems.
  • Tailoring content to the needs of different audience groups.

Note: We recognise the web can bring considerable pleasure and aid to people with different, and in some cases quite profound, cognitive disabilities. The focus of this paper however, is primarily on improving the web for people who have the functional capacity to independently access and use sites than contain some text content.

The Peepo project website, which was recenlty closed, [2] provided a wide range of resources and ideas to enable people with severe learning difficulties to browse and use the web independently.

Description and Action

Much of the published material relating to cognitive and learning difficulties appears to be written by researchers and clinicians and is not directly concerned with the issue of website accessibility. Also a significant amount of the material that does deal specifically with web accessibility for people with cognitive disabilities, concentrates mainly on describing and analysing the situation [3] and/or promoting an awareness of the different types of disabilities and the need to do more to address them [4].

The article, “Designing for Users with Cognitive Disabilities”, [5] provides a good overview of the subject and makes a number of suggestions for improving site accessibility in this regard. The article, which was written in 2001, concludes with a look to the future and suggests, “Web designers need to specialize the products for the cognitively disabled according to their needs“.

The Lisa Seeman article, “Designing Web Content for People with Learning Disabilities” [6] also provides practical suggestions and useful examples of ways to improve the accessibility of sites.

Two WebAIM articles earlier this year, drew attention once more to the importance of increasing our knowledge of the web-needs of people with cognitive disabilities and doing more to address them. The first article, “Cognitive Disabilities Part 1: We Still Know Too Little, and We Do Even Less”, [7] suggested a number of ways web content could be made more accessible for people with cognitive disabilities.

The second WebAIM article, “Cognitive Disabilities Part 2: Conceptualizing Design Considerations”, [8] sought to describe the most common difficulties individuals with cognitive disabilities have to overcome and suggests these could be presented in the following categories:

  • Perception and processing
  • Memory
  • Problem-solving
  • Attention

With this paper, we aim to build on this earlier work. Like the WebAim articles, we are primarily concerned with the problems people with cognitive and learning difficulties might have when using the web and offering a few practical suggestions on how these problems might be addressed.

Web Writing

Most websites are text based, and so the words are good place to begin. The Web Content Accessibility Guideline 14, referred to earlier, suggests the words should be clear and simple so that they may be more easily understood.

Before considering written content for the web, we would like to make it clear that we appreciate that some people who access the web are unable to read and so discussion about the written content of a page is not likely to be pertinent to them. Conversely, some people with cognitive and learning difficulties read very well. It is clear however, that there are many people who can read, but whose reading ability maybe compromised for a variety of reasons.

Content that is well written, and more importantly written for the medium of the web, will be easier for everyone to access including people with cognitive and learning difficulties. A detailed discussion of writing for the web is not the focus of this paper however, the key points to consider include:

  • Make sure the information contained within each web page is well organised.
  • Keep it short. People don’t ‘read’ web pages in the same way they read printed documents. Website visitors rely heavily on skimming and scanning techniques to find areas of interest quickly.
  • Use the “inverted pyramid” style of writing adopted by most newspapers. Start with a summary or short overview of the issue and the outcome, and then provide the supporting information and background details.
  • Break the information up into small chunks, with one key idea per paragraph.
  • Present related points in a list rather than a long paragraph.
  • Use meaningful headings and subheadings.
  • Keep it simple. Site visitors should be able to understand what is written on the first reading without having to stop and re-read sections.
  • Check for spelling and grammatical mistakes as they can make the content harder to understand and diminish the integrity of a website.
  • Provide definitions/explanations of technical terms, abbreviations and acronyms.

These suggestoins for improving the effectiveness and accessibility of written material on websites are reflected in the Web Content Accessibility Guidelines. We would like to mention three other specific issues that relate directly to web users with cognitive and learning difficulties.

  • Line length. All readers find long lines of text hard to read and for people with reading problems they can become a significant barrier. As screen resolutions increase, it is possible to get more and more characters into a line at any given font size, however the optimal font size for ease of reading varies from reader to reader. As a result, it is difficult to be definitive about what is the best line length, but as a general rule, lines should not exceed 70 – 80 characters and the text should have a left and right margin.
  • Rivers of white. Many web users with reading difficulties have problems with text that is both left and right justified. The uneven spacing between words in fully justified text can cause “rivers of white” space to run down the page making reading difficult and in some cases impossible for some people.
  • Alternatives for non-literal text. Some text such as colloquialisms and metaphors can have a literal meaning that does not match the intended meaning within the context of the document. For example, “it’s raining cats and dogs”. People with some cognitive disabilities (eg autism/Asperger syndrome, Semantic Pragmatic Disorder) can become confused by these texts since they tend to focus on the literal meanings of words, which in the example above is pretty meaningless for what has rain got to do with cats and dogs. Lisa Seemen suggests the W3C Ruby Technology [9] offers a potential solution to this problem since it allows literal translations to be provided for non-literal text [10].

Readability

The WCAG checkpoint 14.1 advises, Use the clearest and simplest language appropriate for a site’s content. [Priority 1] To achieve this, the content developer must have a clear understanding of the target audience or audiences for their material and the ability to determine the language level, or readability, of the document. While an awareness of the audience for a site, their needs and abilities is very important, it is beyond the scope of this paper. We feel however it is important to comment on the second requirement, determination of the readability of a document.

A large number of people in Australia have literacy problems. In 1996, the ABS found nearly 20% of Australians aged between 15 and 74 had very poor literacy skills, that is, they could be expected to experience considerable difficulties in using many of the printed materials encountered in daily life and at work [11]. The possible causes for this lack of literacy (in the English language) are varied, for example different language background, missed school, brain injury as the result of an accident or stroke, learning difficulties etc. Regardless of the cause, literacy problems are likely to reduce the individual’s ability to access and understand the written content on a website.

Readability tests might be considered controversial in some areas, such as the assessment of educational material, but they can be very useful tools for web content developers. Readability tests measure those features of a text that can be analysed mathematically, for example the average number of words in a sentence or the number of syllables in the words. The results are used to indicate how easy or difficult a document is to read, and usually provide an estimate of the reading grade or age required to understand the content [12].

The different readability formulas however, cannot measure how comprehensible a document is and so will not tell us if an individual will be able to understand the ideas it contains.

In spite of this important limitation, readability tests can provide a useful indication of how easy a document is to read. For example when the content of the CentreLink, “Services for People with Disabilities” page [13] was checked, the readability of the content was found to be about equivalent to that of an academic paper, which would require about eleven years of schooling to understand.

On the other hand, a similar test of the Services South Australia page, “Finding a job, am I entitled to welfare assistance?” [14] revealed readability at about the level of a popular novel, which would take about 6 years of schooling. No prizes for guessing which one a person with reading disabilities is likely to find the most useful.

A variety of readability tests or formulas are available to help web content developers determine the reading level of their documents. These include the online Juicy Studio Readability Test [15].

Guardianship Tribunal

In 2003, the Guardianship Tribunal of NSW sought to develop a new website. A high level of accessibility was a key consideration since the Tribunal serves a diverse audience including legal and health professionals as well as people with physical and cognitive difficulties, their families and carers.

This project provided us with an opportunity to work together once more and to put into practice a few accessibility ideas we had been working on.

During the development process, we designed and tested a variety of tools to enhance the accessibility of the site. The strip of “accessibility tools” at the top of nearly all pages on the Guardianship Tribunal site contains three tools (or utilities) that give the user some control over both what information will be presented on the pages, and the way that information is presented [16]. We will return to the issue of tailoring page content to meet the information needs of different user groups later. Now, we would like to look at how recent advances in the use of cascading style sheets (CSS) can give users greater control over how that information is presented.

Two of the accessibility tools on the Guardianship Tribunal site allow the user to increase or decrease the size of the text and to increase the line spacing between links in the navigation menus. With these however, we were only just beginning to scratch the surface of what might be possible.

CSS Controlled Presentation

The use of CSS to break the nexus between web page content and presentation, which had become entrenched over the years, has greatly enhance the potential of websites to meet the needs of people with cognitive and learning difficulties.

CSS can now be used to give site visitors control over the way page content is presented, including:

  • Increasing line height, or the space between the lines of text, which may make text easier for early-stage readers to read.
  • Increasing the size of the ‘clickable’ area for links within a paragraph of text, which should help people with spatial difficulties and/or fine motor skill problems.
  • Mouse over highlighting of text paragraphs or table rows with changes in colour and/or underlining, which should help people who have difficulty negotiating lines of text. Currently, Internet Explorer does not support the hover pseudo-class on anything other than the “a” element. It is possible to generate the effect with JavaScript.
  • Change the background colour of the page. While we don’t want to get into the whole contentious issue of the relationship between page colours and dyslexia, it is clear from observing many people using the web, including some with cognitive disabilities, some prefer the contrast between the text and the background to be high, whereas others find a lower contrast level (often with muted background colours) easier to read.
  • Colour inversion. Although most pages present dark text on a light background, as an extension of the previous point, some users prefer to invert these colours since they find light text on a dark background easier to read.

Suggestions and examples are available showing the use of CSS to aid readability and clickability [17] of site elements.

Allowing Users To Control Presentation

As we have seen, CSS allow web developers to provide users of their sites with the ability to change the presentation of written material in a variety of ways. A balance needs to be found however, between providing options and swamping people with choices. Too many options can cause cognitive overload, as anyone who has shopped for breakfast cereals for ten year olds in an unfamiliar supermarket is probably only too well aware.

Providing web users with greater control over the way material on a website is presented is very much in keeping with one of the fundamental tenets of the web. Browsers already give users the ability to do some of these things, for example increase font size (assuming the page is made correctly), set their own style sheet, and some circumstances change or remove background colours.

Many users however are not aware of these functions and some web-savvy users who are aware of the range of browser controls are often reluctant to use them. For example during a recent evaluation session, a highly experience web-user who requires a headwand commented frequently that she found the text size a little too small. When asked if she ever uses the browser to increase font size, she replied, “It’s not that easy to do and most times doesn’t work so I don’t bother anymore“. Last year, the same person evaluated the Guardianship Tribunal site for us and commented very positively on the accessibility tool that allowed her to set the font size directly from the page.

It may be both unnecessary and unwise for developers to include the full range of potential user-controls on all the sites they prepare. User control of line height or spacing may be appropriate for all sites, however the ability to highlight paragraphs of text may only be of the highest value on educational sites or sites that are particularly designed to service the needs of people with learning and/or reading difficulties.

Once the range of options for controlling page presentation have been narrowed down to those that are most likely to be pertinent for potential users of a particular site, there is the question of where to put these controls. There appears to be two fundamental choices:

  • Provide user site-controls on every page. There are obvious advantages in having the controls on all pages and in the same position on each page. In particular users will be constantly reminded of their availability and will find the controls easier to locate. In some site designs however, the presentation of accessibility controls in a strip or toolbox may require an unacceptably large proportion of the screen real estate.
  • Provide a separate page with the site-controls. The obvious saving of page real estate is one advantage of putting the user accessibility controls on a separate page. Another, perhaps more important advantage is that, a separate page allows for the inclusion of a greater description of the tools and how they can be used. The most serious disadvantage is that user may not find the controls at all, and this could be very significant for users with cognitive disabilities.

The final issue to consider in regard to the control of accessibility tools is the question of how and where should the switching between options occur.

The process of page customisation, even when using CSS, can occur either on the user’s browser (client side) or on the computer that hosts the site (server side).

Client side “style switching” on the user’s browser requires using the Document Object Model (or DOM usually via the use of JavaScript) to reset the active stylesheet to a named alternative stylesheet, which has already been loaded by the browser.

The main advantage of using client side switching is that when a change is selected it appears to happen instantaneously, since the alternative stylesheet has already been loaded. However, there are a number of significant potential problems with client side switching:

  • The user may have an old browser with limited support or they may have JavaScript disabled.
  • Internet security systems like Norton Antivirus (through it’s pop-up blocking routines) may inadvertently break the intended JavaScript action by adding their own script block to every page viewed.
  • The protective firewalls used by organizations sometimes block JavaScript files.
  • It can limit the number of potential options that may be provided. When multiple style choices are presented, stylesheets for all the possible combinations that may result from these choices will need to be prepared.

A more reliable option is to do as much as possible on the server before the page is sent to the user’s browser for display. While this means the page will have to be reloaded in order to apply the change, this is not likely to be significant issue when pages are designed well with semantically correct code.

There are many ways to achieve style switching: The settings can be held in persistent or session browser cookies; in a URL query string; or, in a session variable on the server. Using persistent cookies offers one significant advantage to the user, which could be particularly helpful for people with cognitive disabilities. With persistent cookies, once the user has set their presentational preferences these will be remembered and implemented each time they use the same computer to visit the site in the future.

The actual changing of the stylesheet can also be done in a variety of ways, depending on the skills of the developer. For example:

  • Changing the ID of the BODY element
  • Changing the link to the stylesheet
  • Using a dynamically generated stylesheet (e.g. a ColdFusion or PHP file with a mime-type of text/css) in which the values change depending on the selection.

Navigation

Website navigation that is both usable and accessible requires a number of key elements:

  • Clear labels and signs so the user can find and understand the options that are available.
  • Good feedback so the user can confirm their actions, see whether they made the right choice and recover from any mistakes easily
  • Reliable functionality or performance so that it is easy to use and will function with different browsers and devices.

The location of navigation menus on the page is a subject of long-standing and ongoing discussion in the web community. In the early days, sites were relatively small and navigation menus were simple, often presented in a strip across the top of the page. As sites got bigger containing many different sections or sub-sites, there was an advantage in separating global or site wide navigation from the local navigation for each area of the site. In many cases this was done by presenting the global navigation horizontally at the top and the local navigation in a vertical menu down the left or right side of the page content.

As the web developed further, the demands for navigation increased and new ideas were tried. Many were good, but some reduced the ability for people from some sections of the community to find information or to use the site at all.

Many large sites, for example the St George Bank and AMP Insurance, now simplify navigation by providing navigation menus for accessing informational content that are clearly separate from the menus for accessing the various functions or utilities a user of the site might need. This separation of navigational components can greatly reduce the number of choices that need to be considered at anyone time, potentially making the site easier for people with cognitive or learning difficulties to use.

Potentially, because if the navigation systems are not well delineated and do not reflect the likely needs of the user, they may just lead to a greater feeling of confusion for some users. For example, we recently evaluated the accessibility of a site with five different navigation menus on each page. One of the evaluation participants who has short-term memory difficulties as the result of an accident, frequently became lost when undertaking the evaluation tasks and often asked to be reminded of what he was supposed to be finding (or doing) mid way through a task. We have used the same evaluator a number of times in the past, and in nearly all these other cases the sites and their navigational systems provided him with sufficient feedback to retain the focus of a task until it was completed.

There could be a variety of reasons why individuals with cognitive disabilities may find the navigational systems of a site difficult to learn or use. It would seem reasonable to assume, the logical and consistent positioning of navigational elements, including the search facility, on all site pages will assist in the short term memory required to acquire information about the navigation system and to use it. The consistent positioning of navigation elements within a site in a way that that conform to general web conventions is also likely to assist in longer-term procedural memory, which is important in the performance of routine tasks [18].

Well-designed navigational feedback, including the use of breadcrumbs, can be particularly beneficial for people with cognitive problems, since it appears to provide ongoing confirmation of navigational choices and reinforcement of the overall task objective.

The use of an expanding left-hand navigation menu is now very popular. This allows the presentation of global and local navigation choices within the same column, making them easier for user to associate. We used this device with the Guardianship Tribunal site. A task-based evaluation of the completed site was undertaken using nine participants, including three with cognitive disabilities. All the participants found the navigation system easy to use, with one exception. The blind participant, who relies on a screen reader, appeared to become disorientated by the changing status of navigation menu each time he made a top-level navigation choice.

We would like to suggest another way of presenting global and local navigation choices that may be appropriate for some sites, particularly those designed for people with cognitive disabilities and learning difficulties. This could be described as the “side by side” navigation menu system, for in essences it involves presenting the global navigation in a left hand column and then generating a second navigation column next to this for those global navigation items that contain second level choices. The second level choices within this second column are presented adjacent to the global choice they relate to.

A picture is worth a thousand words, as they say, so we have prepared a few pages for an imaginary Rental Advice Board of the fictitious State of Equity.

Selecting “Residential Tenancy” from the global navigation in the left column should reveal the second level navigation for this section of the site in another column when the page loads. The “Rental Bond” choice in this menu leads to another page.

When it comes to the position of navigation menus, clearly there are many options with no obvious right or wrong way of presenting them. However, all Web users, including those with disabilities, are assisted when the site navigation is where they expect it to be and performs how they expect it to perform.

Allowing Users To Control Content

We would now like to return to the issue of tailoring page content to meet the information needs of different user groups.

Sometimes providing users with control over the way a web page is presented will not be sufficient to enhance the access for all potential users to the information it contains.

When we began to focus on how a new Guardianship Tribunal site might more effectively meet the needs of people with cognitive disabilities, we soon realised that the legal nature of some of the content could cause problems for people who find reading and understanding large text documents difficult.

We felt that the level of content detail presented on some pages (and required by the legal and health professional users of the site) could become a barrier for those Tribunal clients with cognitive disabilities who still had the functional capacity to access the web.

To help address this concern the accessibility tool, “Content: Long or Short”, was developed so that users can determine the level of detail provided in the content of each page. The Short option provides an easy to read version of the information. The different versions of the page concerned with Confidentiality are a good example of this tool. The long version is equivalent to 3 printed pages with quite a lot of legal sounding language, while the short version is just half a page with the information mainly in dot points.

When people with cognitive and learning difficulties tested the completed site, they were attracted to the short content option and found it easy to use. In keeping with many other accessibility features, we found that this option also benefited the wider community; for example, social workers and doctors were using short content as a way of quickly locating the information they required.

With the aid of the imaginary Rental Advice Board site, we would like to outline three ways we believe that web content can be made more accessible for people with cognitive and learning difficulties:

  • Inverted Pyramid writing. Earlier in this paper we briefly touched on the importance of writing for the web, mentioning the advantage of using a newspaper style of writing. With this pyramid writing example, we push this point a little further by suggesting the first paragraph of the page could serve as a concise summary or abstract of the page content.
  • Expanding Bullets. With this Show and hide content example, the user has the option of having all the material presented at the same time, as is the case with most web pages, or choosing to have a list of content bullets, which when selected cause the information relating to that bullet to be presented. The relevant content can be revealed either directly below the bullet list or within the list under the selected bullet.
  • Long and Short Information. With this Long and short content example, the user can either choose to have the long (or full) content version or the short version where the content is also presented in plain English.

The Long and Short option could be combined with Pyramid writing, allowing the user to determine from the summary if they want to read more on the page and if so, obtain the information in a level of detail that is most appropriate to their needs.

In addition to significant advances in the use of CSS during the last two years, there has been an increasing awareness of the value of developing purpose-built content management systems, which are tailored to the specific needs of the client organisation.

While it is possible to hand code the different content versions of the pages and the links between them, in many situations this is likely to be a laborious process and prone to error. In fact, sites at the level of sophistication that allows users to choose content, almost always need to have a Content management System (CMS) to process and deliver the different content versions based on the user’s customisation preferences.

In general, off-the-shelf content management systems don’t allow for this degree of tailoring of site content by the user. Nearly always it is preferable to have someone who understands the issues, develop a customised CMS solution that is designed to meet a defined set of client and user needs. It is not unusual for a customised solution such as this, to cost less than an off-the-shelf system, since the client is only paying for the specific functionality they require.

There are very few examples of content management systems that allow users to choose between different versions of web page content. The sites for Guardianship Tribunal and the imaginary Rental Advice Board, referred to earlier in this paper, offer a glimpse of what is possible.

Conclusion

As we have seen, it is now possible to make sites that can give users control over both the content of the information on a page and the way that content is presented. The next, and perhaps more challenging task, is to convince website developers and proprietors that this is worth doing.

For the providers of community services, such as education, legal and consumer advice, the benefits of disseminating information to the widest possible audience, including individuals with cognitive and learning difficulties, are clear. These organizations usually have a keen desire to service the whole community, and within Australia, a legal requirement to make the information they provide on the web accessible to all people. Giving users the ability to control both content and page presentation will help them achieve these aims.

While the providers of commercial services via the Internet also have a responsibility to ensure their services are available to people with disabilities, this requirement is more enthusiastically embraced when it brings obvious commercial benefits.

Extending the potential customer base for goods and services to include consumers with cognitive and learning difficulties will bring some benefits to many businesses. However, we may have to wait until organizations start using these technologies to tailor both web page content and presentation to the tastes and needs of different segments of the general marketplace, before we see them being widely used for accessibility purposes.

Footnotes

  1. Web Content Accessibility Guidelines 1.0
  2. The Peepo Project site used pictures, letters, words and sounds to help visitors browse the web independently
  3. Kolatch, Erica. 2000. “Designing for Users with Cognitive Disabilities“.
  4. Seeman, Lisa. 2002. “Inclusion of Cognitive Disabilities in the Web Accessibility Movement
  5. Jiwnani, Kanta. 2001 “Designing for Users with Cognitive Disabilities
  6. Seeman, Lisa. “Designing Web Content for People with Learning Disabilities
  7. Bohman, Paul. 2004. “Cognitive Disabilities Part 1: We Still Know Too Little, and We Do Even Less
  8. Rowland, Cyndi. 2004. “Cognitive Disabilities Part 2: Conceptualizing Design Considerations
  9. W3C Ruby Annotation
  10. Seeman, Lisa. 2002. “Inclusion of Cognitive Disabilities in the Web Accessibility Movement
  11. Australian Bureau of Statistics. “Australian Social Trends 1998. Eduction attainment: Literacy Skills”
  12. Everything you ever wanted to know about readability tests but were afraid to ask
  13. CentreLink. “Services for People with Disabilities” (accessed 27 November 2004)
  14. Services South Australia. “Finding a job, am I entitled to welfare assistance?” (accessed 27 November 2004)
  15. Gez Lemon. “Juicy Studio Readability Test
  16. Guardianship Tribunal of NSW website
  17. Cognitive Presentation – eleven suggestions for improving readability and clickability
  18. Lai, Gerald et al. “Neural Pathways to Long term memory

PDFs and Accessibility (2004)

As the Web evolves, new software and applications for use on Websites are being developed. Many of these new applications are proprietary products that don’t use standard features recognised by the World Wide Web Consortium (W3C). The use of non-standard formats can cause significant accessibility problems for some people.

Use W3C technologies (according to specification) and follow accessibility guidelines. Where it is not possible to use a W3C technology, or doing so results in material that does not transform gracefully, provide an alternative version of the content that is accessible.

Many non-W3C formats (e.g., PDF, Shockwave, etc) require viewing with either plug-ins or stand-alone applications. Often, these formats cannot be viewed or navigated with standard user agents (including assistive technologies).”

Web Content Accessibility Guideline 11.

This Accessibility Guideline is probably one of the most contentious and difficult to interpret. In many cases the potential accessibility of a non-W3C application that requires specialist software is determined by three factors:

  • The inherent accessibility of the application, or application version.
  • The availability of user software (readers) to render the application, and the technological capacity needed for that software.
  • The ability of current assistive technologies to access content generated by the application and rendered by the user software.

Portable Document Format

PDF has been developed by Adobe for the distribution of electronic documents in a format that retains the exact look of the source material. PDF files can be created by scanning a printed document or by using Adobe Acrobat (writer) to convert an electronic document, which has been produced by another application such as Microsoft Word, Pagemaker or QuarkXPress, into the Portable Document Format.

Adobe also provides Acrobat Reader, free software that allows PDF files to be viewed and printed using a variety of hardware and operating system platforms. The ability of PDF files to look exactly the same regardless of the system used to access them has lead to the increasing use of PDFs on Websites in recent years. The name of the PDF reader was changed to Adobe Reader with the release of Version 6.

PDF is a quick and convenient way to put an existing document on a Website. PDFs are used on Websites for many reasons, some of the most common today are:

  • Brochures and information fact sheets.
  • Large public documents that contain charts and images, such as annual reports.
  • Documents that exist in hard copy but have a very short life, eg press releases.
  • Fax-back order/request forms for the user to print out.
  • Contracts and agreements for the user to print.
  • Secure password-protected documents.

The rapid growth in the use of PDFs on Websites has lead to increasing concerns about accessibility, particularly for the users of screen reading technology, which converts text into synthetic speech or electronic Braille. Before the release of Acrobat 5 in 2001, information presented in PDFs was generally considered inaccessible, although a plugin was available for Acrobat 4 that did provide some access to PDF documents.

Accessibility

PDF is not recognised by the W3C as a standard format. The use of PDF content on Websites is covered, in part, by a number of Web Content Accessibility Guideline checkpoints including:

“Provide a text equivalent for every non-text element. This includes images, graphical representations of text …”

WCAG Checkpoint 1.1

“Ensure that pages are accessible even when newer technologies are not supported or are turned off.”
WCA Guideline 6

The lack of accessibility of PDF documents exposes Websites proprietors to the risk of legal action under laws in many countries that protect people against discrimination. In Australia, the Disability Discrimination Act requires the providers of goods and services through the web to ensure equal access for people with a disability.

Adobe sought to address this problem in three ways.

  • Releasing Acrobat 5 software in 2001. With the release of an enhanced update, Acrobat 5.0.5 in January the following year, it was now possible to produce some PDF documents that were accessible to the users of some assistive technologies.
  • Converting a PDF document on a Website to HTML or text via a free online tool. Not all PDF documents can be successfully converted using this tool. http://www.adobe.com/products/acrobat/access_simple_form.html
  • Providing a conversion service for PDF documents submitted via email. http://www.adobe.com/products/acrobat/access_email.html

An important feature of Adobe Acrobat 5 was the support it offered screen readers via Microsoft Active Accessibility (MSAA) technology for Windows. Acrobat 5.0.5 provided greater integration with the Microsoft Office suite of programs and version 5 and later allowed content to be tagged in a similar way to HTML documents. The Acrobat 5 Reader also offered the potential for users to navigate a PDF via the keyboard and fill in and submit PDF forms online.

PDF Tags are used to define the structure of a document. They can be used to ensure the reading order for content on the page and include the required paragraph attributes needed to reflow text correctly for different screen sizes and devices. Tags also provide a standardized approach to describing text characters, regardless of font, so that a screen reader can read all characters and words correctly.

The release of Acrobat 5 was a significant step in improving the accessibility of PDF documents however; there are still some significant problems, including the lack of PDF accessibility support in non-windows operating systems.

Improved Accessibility

In 2003, Adobe released the substantially upgraded Acrobat 6 promising enhanced accessibility.

“Acrobat 6 and the free Adobe Reader 6 enable users with disabilities to access, read and use Adobe PDF documents and forms – across multiple languages, including Japanese – more easily. And the improved tools for generating, reviewing, and enhancing Adobe PDF files found in the Acrobat family make it easier for authors to create and distribute electronic content that is optimised for accessibility.

Adobe Acrobat 6.0 and Accessibility.

Adobe offers two versions of Acrobat 6: Professional and Standard. Both versions contain greatly improved accessibility features, however some of the most advanced, including the ability to create and optimise accessible PDF forms, are only included in Acrobat 6 Professional.

Acrobat 6 and Reader 6 allow the text in a PDF file to be synthesized into speech using capabilities available in standard Windows operating systems and Mac OS X. This facility only works with basic PDF text files and full access to more complex PDFs is still only available to Microsoft Windows users. The use of Microsoft Active Accessibility (MSAA) means that Acrobat 6 for Windows will also integrate with a range of assistive technologies including recent versions of Braille devices and the two most widely used screen readers, JAWS (from Freedom Scientific) and Window Eyes (from GW Micro).

In some circumstances Website users may want to save a PDF file as a text file. Adobe advises, “Both Acrobat and Reader let a user save Adobe PDF content, including alternative text for graphics, as ASCII text files. Acrobat also offers the option to export text to RTF, XML, HTML and Word (Doc).

Acrobat 6 contains a facility for automatically converting existing Adobe PDF documents into tagged PDF files that approximate the structure and reading order of the original document. In most cases, tagged files will translate better with a screen reader than untagged files. If the source document however, is not very simple the tagging results may not be reliable and should be checked to ensure the process was performed correctly.

The advances in Acrobat 6 and Reader 6 mean that is now theoretically possible for authors to create quite complex documents including forms in PDF that are accessible to many assistive technology users. However this is only possible if the authors create the documents carefully and with the aim of providing for enhanced accessibility.

Creating Accessible PDFs

To guarantee that a PDF document will be accessible it has to be prepared in strict accordance with the guidelines provided by Adobe and written using the Adobe Acrobat (Writer) version 5 or later.

Adobe provide a 30 page downloadable booklet, “How to Create Accessible Adobe PDF Files”, which describes in detail what is required to create a PDF with enhanced accessibility. The booklet is available at: http://www.adobe.com/products/acrobat/access_booklet.html

Some of the main requirements for preparing accessible PDFs are briefly outlined below:

  1. When a paper document is scanned to create a PDF the resulting file is a PDF Image Only file – that is, bitmap pictures of the pages. Although the page can be viewed with Acrobat, the content cannot be recognised by screen readers and so is not accessible. To make a PDF Image Only file accessible the document needs to be “captured” using Adobe Acrobat Capture 3 or the paper capture facility provided with Acrobat 6 and a tagged PDF file created: http://www.adobe.com/products/acrcapture/main.html
  2. Text files such as documents generated by word processing or desktop publishing software are the most suitable for making accessible PDFs.
  3. Accessible documents must be in the tagged PDF format and this is easiest to do with documents generated with Microsoft Office 2000 or higher. If you are not using Microsoft Office it may be necessary to download the ‘Make Accessible Plug-in’ from the Adobe website for Acrobat 5, use the automatic tagging facility in Acrobat 6 and perhaps create some of the tags by hand.
  4. Word 2000 lets you create tagged Adobe PDF files. However the Word document must be well marked up and use styles to format text such as headings and paragraphs. That is, not by highlighting a piece of text and using the font and bold options to change its look.
  5. Also, use styles to provide structure to the document. Use the “spacing before” and “spacing after” paragraph properties rather than the enter (return) key to add space between paragraphs.
  6. Use the Column command in Word to create columns and the Insert Table or Draw Table tool to create tables.
  7. Add alternative text to all images. In Word you can add descriptive text via the Web tab of the pictures Properties dialogue box within the Format menu.
  8. All the parts of a composite image should be grouped using the Group command.
  9. Use the Acrobat Tags palette and the forms tool to create accessible electronic PDF forms.

Untagged PDF files such as those created with Acrobat 4 (and earlier) can be converted into accessible (tagged) PDF with the ‘Make Accessible’ plug-in developed for Acrobat 5 or from within Acrobat 6. Tagged files created in this way should always be checked with a screen reader for reading order and content sense as well as accessibility.

Information about the ‘Make Accessible’ plug-in and download are available at: http://www.adobe.com/support/downloads/detail.jsp?hexID=88de

When information is provided via a PDF, the link to the document should include a short summary of the information it contains, an indication of the document size in KB file size and page number and an estimated download time at 56 kbps.

Is PDF Accessibility Still An Issue?

The short answer is YES

The commitment Adobe has made to improving the accessibility of PDFs has been widely recognised by disability groups and accessibility advocates and has directly benefited many users of assistive technologies.

The general opinion of the accessibility community world wide however, is that the use of PDFs on Websites still presents a significant barrier for people with disabilities, in particular for sight impaired Web users who rely on screen reader technology.

In Australia, the Human Rights and Equal Opportunity Commission has indicated that the use of PDF documents on Websites is still a significant accessibility issue.

The use of PDF documents on Websites raise five possible areas of concern:

  1. Legacy documents. PDF documents generated with early versions of Acrobat that are not accessible and have not been converted into more accessible PDFs. In cases where these legacy documents are no longer relevant the simplest solution to this problem is their removal from the site.
  2. Scanned documents. PDF Image Only files created by scanning an existing printed document are often very hard to make accessible.
  3. Unused accessibility enhancements. The enhanced accessibility of PDFs generated with recent versions of Adobe Acrobat is only achievable when the accessibility features are used appropriately.
  4. Lack of accessible PDF support by all operating systems. Currently full accessibility support is only available for 32-bit Windows environments.
  5. Variable assistive technology support for PDFs. Accessibility of PDFs by assistive technologies depends on the manufacturers of those technologies incorporating PDF support into their products. Several manufacturers have done this with recent versions of their products, but for the many users of earlier versions of the technology PDFs will remain inaccessible.

In 2004, the use of PDFs can still cause accessibility problems for some Web users. However over the next few years, the extent of this problem is likely to diminish as older PDFs are removed from Websites, more accessible PDFs are produced and an increasing number of assistive technology users upgrade their devices.

Alternatives for PDF Content

PDFs are a non-standard W3C format that requires the Acrobat browser plug-in to access the information contained in the document. Even though recent advances mean that it is now possible to create a PDF document that can be accessed by a greater number of people, PDFs should not be considered accessible in terms of the W3C Web Content Accessibility Guidelines.

Accessibility enhanced PDFs still can’t be accessed by a range of web users including:

  • People who are unable to install the Acrobat reader software.
  • People with slow connection speeds who are not willing to install Acrobat.
  • People who use operating systems and browsers that do not support PDF.
  • People with assistive technology versions that do not support PDF.

“If after best efforts, you cannot create an accessible page, provide a link to an alternative page that uses W3C technologies, is accessible, has equivalent information (or functionality), and is updated as often as the inaccessible (original) page.”
WCAG Checkpoint 11.4

In most cases, the text information contained in a PDF was originally generated in some other format, commonly MS Word or Excel. This original source material can be used (and where necessary modified) to create an equivalent alternative for the information provided in the PDF

The ideal accessible alternative for content provided in a PDF file is an equivalent HTML page that is both valid and accessible.

Where a HTML alternative is not possible, the information should be provided in text format (RTF) and failing this as a Word or Excel document. In these cases, descriptions should be provided for information conveyed via charts, graphs and images.

Where it is not possible to provide an accessible online alternative for some content, for example a complex form or detailed geographic map, contact details such as a phone number and/or email address should be provided so that someone who is unable to access the PDF can still obtain the information in contains.

References and Additional Information

Maximum Accessibility: Making Your Web Site More Usable for Everyone. John Slatin and Sharron Rush, 2003. Addison-Wesley, Boston.

Flash and Accessibility (2003)

As the Web has evolved, new software and applications have been developed for use on Websites. Many of these new applications are proprietary products that don’t use standard features recognised by the World Wide Web Consortium (W3C). The use of non-standard formats can cause significant accessibility problems for some people.

“Use W3C technologies (according to specification) and follow accessibility guidelines. Where it is not possible to use a W3C technology, or doing so results in material that does not transform gracefully, provide an alternative version of the content that is accessible.

Many non-W3C formats (e.g., PDF, Shockwave, etc) require viewing with either plug-ins or stand-alone applications. Often, these formats cannot be viewed or navigated with standard user agents (including assistive technologies).”

Web Content Accessibility Guideline 11.

This Accessibility Guideline is probably one of the most contentious and difficult to interpret. In many cases the potential accessibility of a non-W3C application that requires specialist software is determined by three factors:

  • The inherent accessibility of the application, or application version.
  • The availability of user software (readers) to render the application, and the technological capacity needed for that software.
  • The ability of current assistive technologies to access content generated by the application and rendered by the user software.

Flash

Macromedia Flash is a widely used tool for creating multimedia elements. Flash can generate interactive animations that deliver considerable visual impact with relatively small sized files. Flash content is browser independent and looks the same on all graphical browsers that are equipped with the necessary Flash plug-in or reader.

Before the simultaneous release of the Flash MX authoring tool and the Flash Player 6, Flash generated content was inaccessible to many disabled Web users. It was not possible to add alternative text equivalents to the visual content for users of screen readers or caption audio content for users with impaired hearing.

Although Flash presented accessibility barriers for many people with physical disabilities, in some cases the use of Flash enhanced accessibility for people with cognitive and learning disabilities. A concept or process is sometimes considerably easier to understand when it is presented in a simple, elegant animation rather than explained in words.

The Move to Accessibility

With the release of Flash Player 6 in 2002, Macromedia provided a player that supports Microsoft Active Accessibility (MSAA) to serve as a link between appropriately made Flash material and assistive technologies. At the time of the release, only Window-Eyes (from GW Micro) supported the accessible Flash content. A short while later Freedom Scientific released a new version of JAWS, the most widely used screen-reader, which could also access Flash 6 material.

A user who has Flash Player 6 installed, and a screen reader that supports it, can theoretically navigate Flash MX generated content that is exported for Flash Player 6 in much the same way as they would an accessible HTML page. They can read text content line by line, hear descriptions of movies and images and tab from one actionable item to the next.

When they encounter a Flash movie the screen reader loads the movie and notifies the user. “With the Window-Eyes screen reader, the user hears “Loading… load done.” Once a piece of content has been read, the screen reader moves on to read other parts of the Macromedia Flash content and the rest of the page.

A unique feature of Macromedia Flash content is that it may change over time. As the content changes, Macromedia Flash Player 6 sends a signal to the screen reader notifying it that there has been a change. When the screen reader receives this notification, it automatically returns to the top of the page and begins reading it again.”
Macromedia Flash MX Animation (accessed 15 May 03)

Flash however, is not device independent as required by the Web Content Accessibility Guidelines.

“Ensure that any element that has its own interface can be operated in a device-independent manner”.
WCAG Checkpoint 9.2

For people who do not use a mouse to access the Web, Flash content captures the keyboard if the user has Flash Player 6 or lower installed, not allowing the user to tab beyond the Flash. This is a major problem for visual mouse-impaired users and for vision impaired screen-reader/keyboard users. The problem has been solved with Flash Player 7.

Making Accessible Flash

The Macromedia Flash MX authoring tool was designed to help developers create accessible Flash content. The inclusion of an accessibility panel (more later) in Flash MX allows designers to add names and descriptions to whole Flash movies and objects within movies in a similar way to ‘alt’ and ‘longdesc’ text equivalents for HTML images. Text equivalents can also be can also be assigned to buttons, however each graphic should be contained in its own movie clip and given an instances name.

Flash Player 6 automatically presents the text content of any Flash presentation, including text in basic form elements such as input fields and check boxes, to an assistive technological device that supports it.

Designers can use the accessibility tools of Flash MX to hide individual elements that present no content from screen readers. Also, according to Macromedia:

“In the example of a rotating banner ad, a single text equivalent for the entire ad would convey the content of the advertisement to the user and prevent the screen reader from constantly returning to the top of the page.”
Macromedia Flash MX Animation (accessed 15 May 03)

The same Macromedia accessibility page also offers the following warning.

“Designers and developers should refrain from using animated movie clips or other animation within button symbols in Macromedia Flash MX. The use of such animations makes it difficult for screen readers and other assistive technologies to work with buttons.”

Most Flash movies are embedded with two tags; <object>, which is primarily needed by MS Internet Explorer; and <embed> which is used by Netscape and similar browsers to display Flash movies. This practice can cause some compliance problems, primarily because <embed> is non-standard, and can reduce accessibility. Drew McLellan discusses this issue and a possible solution in the A List Apart article “Flash Satay“.

Providing text equivalents for images will be of little value if a vision impaired user who is relying on a screen reader is unable to hear what is being read. If a site contains background music or sounds it is desirable to include an option for muting that sound so that screen reader users are able to hear the text equivalents to the Flash content.

The W3C Web Content Accessibility Guidelines recommend colour alone should not be used to communicate information since people who can’t differentiate between colours may not be able to access that information. Developers of Flash material should remain mindful of this guideline, particularly when it comes to choosing text and link colours. They should also avoid using colours and colour names as action keys, for example “select the red text for the next page”.

Using the Accessibility Panel

A central new feature of Flash MX is the addition of an accessibility panel that enables designers to control the accessibility of a Flash movie and some elements of a movie. The accessibility of graphics can also be enhanced, but only after they are converted into movie clips.

To address the accessibility of a whole movie, rather than the individual elements it may contain, select only the movie. Selecting the different elements in a Flash movie will activate an accessibility panel with the relevant options for that selection.

Make Movie Accessible:

This option is selected by default and can be used to provide a text equivalent name and clear description for a movie. Names and descriptions should also be provided for different elements within a movie as they are created.

Deselecting this option will hide a Flash movie that provides no content from assistive technologies.

Make Child Objects Accessible:

Also selected by default, this feature allows objects (elements) within a movie such as buttons to be more accessible. Screen readers will identify the different objects by speaking their names as they are encountered.

By deselecting this option, child objects can be hidden. In the case of text animation this will also prevent screen readers from reading the animation text.

Auto Label:

When this option is selected Flash will automatically generate a name based on what it can determine about the object from text equivalents and text labels as well as the surrounding content.

Name:

Input field for a short text-equivalent name for a movie or object, similar to alt text. The name should be meaningful and short, less than 256 characters.

Description:

Input for additional descriptive information, similar to longdesc. The description should include an indication of the purpose of an object and any action that may result if that object is selected.

Shortcut:

Can be used to provide a keyboard shortcut to a particular object.

Video Captions and Subtitles

“Flash can be captioned and subtitled, and now that Flash authors can incorporate video into Flash, this is more important than ever. Since caption and subtitle text will change often, it needs to be hidden from screen readers to avoid repetitive voicing of ‘Loading page, load done’.”
Flash MX: Moving Toward Accessible Rich Media (accessed 22 May 03)

This ‘A List Apart’ article by Andrew Kirkpatrick briefly outlines four ways of including captions and subtitles within a Flash video.

Andrew Kirkpatrick coordinates the CPB/WGBH National Center for Accessible Media (NCAM) in Boston. NCAM has developed MAGpie (Media Access Generator), a free multimedia tool for generating captions and audio descriptions in XML files. Flash parses a caption XML file to display the caption data stored in it. MAGpie can also be used to prepare audio description files for a Flash presentation.

MAGpie is available at: http://ncam.wgbh.org/webaccess/magpie/

Conclusion

With the release of Flash MX and Flash Player 6, Macromedia demonstrated a clear ongoing commitment to accessibility that has been widely acknowledged and praised by many people working in the area of disability support. A number of significant issues however, remain unresolved.

For example, some web users are unable to use a mouse and rely on the keyboard or alternative input devices. Many non-mouse interactions with a web page mirror the actions of the tab key and, with a conventional HTML page, the tabbing order can be set. Flash 6 determines the tab order and when this is not optimal it can make tabbing around a Flash page very difficult. Flash also doesn’t enable keyboard access to forms.

Accessibility advocate and author, Joe Clark, outlines some other problems in his ‘A List Apart’ article, “Flash MX: Clarifying the Concept.” (accessed May 2003)

Finally, the key question for website administrators and developers. Is the current version of Flash sufficiently accessible to meet the W3C Web Content Accessibility Guidelines and the demands of the Australian Disability Discrimination Act?

“The provision of information and online services through the Worldwide Web is a service covered by the DDA. Equal access for people with a disability in this area is required by the DDA where it can reasonably be provided.”
World Wide Web Access: Disability Discrimination Act Advisory Notes. Australian Human Rights and Equal Opportunity Commission (HREOC)

The answer to this question is a judgment call. It will need to be made on a case-by-case basis, depending on what the Flash material is being used for and the needs of the user. Some websites use Flash primarily for eye-catching or decorative purposes, for example a flower that blooms or a rotating corporate logo. These decorative elements often do not convey essential information, or at least information that is likely to be pertinent to people with disabilities. In these cases the level of accessibility support now available with Flash MX and Flash Player 6 and 7 is probably sufficient.

On the other hand, some websites use Flash to present navigational elements or to communicate key site content. In these cases, the accessibility limitations of Flash, and just as importantly, the lack of wide spread support for Flash Players by assistive technologies, may cause significant problems for some users. Alternative access to the information contained in the Flash element should be provided, ideally in the form of a standard HTML version of the content.

References and Additional Information

Home Stayers And Trench Diggers (2002)

Observations on the website search behaviour of children

Summary

This paper offers some observations on the ways 9 to 12 year children search for information on websites and how this may differ from the search behaviour of adults.

First, it considers how young children might navigate the graphic interface of computer games and describes observations from a usability study undertaken last year involving children and adults using the Australian Museum site. The paper then outlines a more recent study of how twelve children undertook information-seeking tasks using the site of Commonwealth Parliament House.

It appears that many children do “read” and search websites in ways that are different to adults. Children appear to take a whole-screen approach when searching for specific information on a screen rather than the left-to-right, top-to-bottom scanning techniques more often used by adults.

When it comes to searching a website for information however, children seem less capable than adults at making judgments about the value and effectiveness of the particular search paths they have chosen.

This paper does not attempt to provide an answer to the question of how children use websites, rather the aim is to raise several issues for website designers and managers to consider when developing sites for young children.

Game World

An increasing number of Australian children are brought up with computers, using games and educational software from a very early age, and virtually all will have acquired basic computer skills by the time they leave primary school.

The Australian Bureau of statistics has found that over 90% of all children aged between 5 and 14 have used the internet. And, contrary to popular belief the majority of them say that they use it for educational purposes. A study by the Annenburg Public Policy Center at the University of Pennsylvania in 1999 produced a similar result with a finding that for teens aged 13 – 17 schoolwork had surpassed games as the most frequent online activity (1).

I have an eight year old daughter who enjoys playing computer games. For the last three years I have watched the way my daughter and a number of her young friends approach these games and use the various graphic interfaces they contain when undertaking the required tasks.

Many children come to a computer game (and the web for that matter) with an intuitive knowledge of the basic building block of the interface, the hypertext link. They know that some areas of the screen will be ‘hot’, allowing them to move to another screen with the simple click of the mouse. What appears interesting to me is how quickly they are often able to determine where these hot areas are when playing a game.

I have noticed that when my daughter and her friends are presented for the first time with a relatively complex computer-screen graphic containing many visual elements they often just look at it for a while before leaping in. They appear to be taking it in as a whole picture, before they start exploring it with the mouse. The mouse exploration of the screen elements often appears largely random and rarely starts at the top left and works it way down the screen to the bottom right. In contrast, I suspect that many adults when faced with the same situation will start the process of actively searching the screen earlier (either with the eye or mouse), employing the skimming and scanning techniques they have developed over the years for coping with print publications

It appears to me that children (at least those who are either preliterate or just starting to read) are attracted first to those particular areas of the screen that look interesting or catch their attention.

I have also noticed that the children who are more experienced with computer games seem to have an almost intuitive idea of which screen areas are likely to produce results and preferentially explore these first. It often surprises me how quickly they are able to find the productive links within a complex image. These children also seem to remember the many links they encounter during a game with relative ease. With websites for children however, this is often not the case and I suspect the reason for this difference lies in the greater care and testing that occurs during with the development of most computer games.

I believe educationalists and website developers can learn a lot by observing the way children select and use computer games.

“What the students’ responses and game preferences suggest is that the phenomenon of computer games and their meanings is by no means stable. Nor have we yet identified ways in which teachers and students might work together on such texts without falling into the traps of appropriation and approval/disapproval which bedevil classroom studies of popular culture.”
Computer games, culture and curriculum, Catherine Beavis (2)

Jared Spool from User Interface Engineering has spent many years studying how people use websites to obtain information. Spool found that image maps could cause unforeseen navigational difficulties for adults, leading him to describe image maps as a major potential usability problem (3). No such problems I am sure for a child who has conquered the dark with “Pajama Sam” or joined Madeline on her “European Adventure”. By the time they start surfing the web they are already very familiar with exploring image maps and following the links they may contain.

Australian Museum Site

In June 2001 the Australian Museum launched a revised version of its web site. Prior to the launch, Museum staff extensively tested the user-focus of the new site in-house. The Museum also wished to independently evaluate the site’s effectiveness in the immediate post launch period. I undertook a usability and accessibility evaluation of the website during July and August of that year.

In the past Museum staff had noticed that children and adults often have different objectives or reasons for visiting the site. The Museum was keen to assess how effectively the revised site was able to meet the needs of these two audience groups. As a result, we conducted two sets of evaluations, one using children in school years 6 & 7, the other using adults (primarily teachers and/or parents).

In addition, the Museum had identified several key services they wish to deliver to these two target groups through the site. A series of evaluation tasks, which involve these service areas and are reflective typical site use, were developed in conjunction with Museum staff.

Findings

I found the usability and accessibility of the Museum site to be of a high standard. While the study generated a number of findings and suggestions specific to the Museum site, there were two more general observations that I think are pertinent to this discussion.

First

Children appear to be more willing than adults to explore the different link options on any one page. However when it comes to primary navigational choices, children seem far more reluctant to abandon their first decision and make a new choice.

The Australian Museum site has four prominent primary navigational entry points to the site; About the Museum, Research & Collection, Features and Explore. On the home page, each of these choices has an image with rollover text that briefly describes the content of that section of the site.

Analysis of the behaviour of the child evaluators suggests that after making their first navigational choice they are likely to devote considerable energy to searching options within this navigational stream before reconsidering their primary choice and changing stream. This behaviour could be likened to working within a trench and digging it deeper and deeper in the search for an answer.

For example, when looking for information on holiday activities child LT choose “Features“. She made 6 unsuccessful interactions in this area of the site before asking for help. With the third evaluation task (finding information for a school project) her first choice again was “Features” followed by 15 unsuccessful interactions before being advised to look in the “Explore” area of the site. Similarly, JT made 11 unsuccessful attempts to find information about food in the “About the Museum” area of the site before abandoning the task without investigating another area of the site.

A study by Terry Sullivan et al involving the retrieval of information from two web sites by a group of 12 year olds and a group of 16 olds reported similar behaviour.

“We also took note of an apparent anomaly in our young subjects information foraging behaviour. About half of our subjects persisted in following a known unproductive path three or more times prior to abandoning it. The verbal protocols suggest that a least some subjects were aware of the futility of these repetitive efforts. ‘I know this won’t work, but I don’t know what else to try’ one subject commented.” (4)

These observations suggests that when a site provides a primary (top-level) navigation option devoted to children, which contains leads to all areas of the site that are relevant to them, then children are likely to dig deep in this area when searching for information.

It also highlights the need to provide clearly labeled cross-linking between the different sections of the site at the second and third page levels allowing children to reconsider their primary navigation choices at different stages in the information search and retrieval process.

Second

Care needs to be taken when choosing navigational icons. The Museum site uses a strip of six icons under the search box on virtually all higher-level pages of the site as links to important information or services. One was in the shape of a wine glass.

The Museum was interested in seeing how effectively people were able to find out about the availability of food at the Museum from the site and so one of the tasks asked participants to use the site for this purpose.

The wine glass icon was a link to information about the Australian Museum Society. Needless to say, when it came to looking for information about availability of food at the Museum all the evaluators carefully considered this icon. Even though the rollover indicated the icon was a link to the Australian Museum Society, 75% of the children clicked this icon in their search for information about food. None of the children were able to find the information on the site.

Children like adults see icons being used in the real world for a wide range of functions, but probably rely mainly on Resemblance and Exemplar icons (as described by Jenny Preece, Human-Computer Interactions) (5) and are less capable than adults at decoding Symbolic and Arbitrary icons. Websites also make extensive use of icons and this use should not come into conflict with preconceived notions as to what particular icons represent in the real world.

Australian Parliament House

In order to gain further insights into how children might navigate websites I asked twelve Year 6 children from Stanmore Public School to undertake two information retrieval tasks using the Australian Parliament House site. The tasks were in keeping with the learning focus of their current class work and were developed in conjunction with their teacher, Mr Gordon Parrish. Six girls and six boys participated in this study and I would like to thank them and Mr Parrish for their help.

The participants were given about 6 minutes to do the first task and up to 14 minutes for the second task.

Each participant worked on their own and started at the site homepage for each task. The first two pages for each task were recorded along with the number of clicks (or interactions when using the search facility) and the number of times they returned to the homepage.

Task 1: Who is the Shadow Minister for Reconciliation and the Arts? And, what state is that person from?

Nine out of 12 participants achieved this task, taking between 3 and 11 clicks.

None of the participants who completed the task exhibited the trench digging behaviour I observed with the Australian Museum task. However, two of those who were unsuccessful clearly demonstrated this behaviour making 10 and 14 clicks respectively in the attempt. In each case most of their search effort was confined to a single area of the site.

Two children however, appeared to be reluctant to move very far from the home page returning to it repeatedly. One child, who was able to find the answer, took 11 clicks and visited the homepage 5 times in the process. Another child, who was unsuccessful, took 7 clicks and made 4 visits to the homepage.

Task 1 Clicks/Interaction Record
Number of Clicks Number of Subjects Comments
3 3  

5 3  

6 1  

7 1 Unsuccessful. 4 homepage visits
8 1  

10 1 Unsuccessful. Trench digger
11 1 5 homepage visits
14 1 Unsuccessful. Trench digger

Returning to the homepage and selecting a new search pathway can be a good search strategy. This sort of behaviour is similar to the “hub-and-spoke” navigation reported by Tauscher and Greenberg (6) and others. The strategy can only succeed however, when it is not done at the expense of adequately exploring the options provided by the initial path. A reluctance to move more than two clicks away from the homepage I characterise as Home Stayer behaviour.

Task 2: There were three Australian Prime Ministers during World War One (1914-1918). William (Billy) Hughes is probably the best known. Who were the other two Prime Ministers during the war?

This task is considerably more difficult. Only one child was able to complete the task unassisted, taking only 3 clicks and less than 4 minutes. This child’s web skills are quite remarkable.

The other eleven participants were provided with a clue about 5 minutes before the end of the task time and nine found the answer with this assistance. In most cases it took between 3 and 5 clicks for them to find the answer after being told which primary choice on the homepage would lead to it.

The twelve participants spent between 3 and 22 clicks (or interactions) on this task.

Five of the participants exhibited the trench digging behaviour described earlier. For example, before being provided with a clue about which area of the site would lead to the answer, one child expended 8 out of 11 clicks on search engine interactions. Another, found themselves at the War Memorial site for 9 out of 18 clicks and another spent 8 out of 12 clicks in the Parliamentary Education Office site.

Two children exhibited the home stayer behaviour described earlier. Before receiving assistance, one child returned to the homepage 5 times in 11 clicks and another 7 times in 12 clicks.

Task 2 Clicks/Interaction Record
Number of Clicks Number of Subjects Comments
3 1  

10 1  

11 2 One trenchdigger
13 1 Trench digger
14 1 With 5 homepage visits
15 2 One trench digger. One – 7 homepage visits
16 1 Trench digger
19 1  

20 1  

22 1 Trench digger

Other observations:

1. Site Map and Search

None of the participants used the site map for either task. Also, no subject initially used the search facility although two did try it at some stage when attempting the second task.

The site map and the search facility cannot be directly accessed from the homepage, but via a link labeled “find”. This situation undoubtedly made it more difficult for the subjects to locate the search input, raising two possible explanations for their apparent reluctance to use it. First, maybe they were just unable to find search, or second, perhaps children prefer not to use search engines.

I suspect that the second proposition might be the most likely. The reason for this is that many search engines are poorly designed and maintained and very few if any have been designed with an eye to how children might interact with such a facility. The search engine on the Parliament House site is neither easy to use nor particularly effective.

Allison Druin and others from the Human-computer Interaction Lab at University of Maryland have looked at how children understand and use hierarchical domain structures and whether they can conduct complex searches if sufficiently supported visually and conceptually (7). Part of this work involved studying how boys and girls search for information about animals contained in hierarchically nested envelopes with categories of information. They observed that boys seemed to tip everything out and go through the pile on the floor whereas the girls were quite careful in their search style, but at times seemed more interested in browsing rather than finding the answer.

Although when it came to computer searches this apparent difference between boys and girls disappeared, the researchers concluded:

“This leads to the notion that the application should fully support both structured searching and browsing as equally valid and efficient methods of obtaining information.” (8)

The study by Terry Sullivan et al involving the retrieval of information from two web sites by children mentioned earlier, also highlighted the importance of having a well-designed search facility on sites for children.

“Children’s success on the simple-fact questions leads us to conclude that youngsters may know how to look for information in web-based systems, but that they may experience substantial difficulty in knowing where to look. In this context, we posit that orientation and navigation aids are especially important when designing sites for use by children. More concretely, we suggest that topical sites intended for younger audiences would benefit greatly from a simple sitemap or other site-wide navigation and orientation aid.” (4)

2. Above the fold

The first task, which required finding the Shadow Minister for Reconciliation and the Arts, highlighted the importance of keeping information above the fold.

In newspapers the headline stories are always presented ‘above the fold’, that is in the top half of the front page. The same principal applies to web pages, although the position of the fold varies according to the screen resolution and browser used to view the page.

The children at Stanmore School use Apple computers with relatively small screen displays. When undertaking the first task many of the participants quickly found the Parliament of Australia “Who’s Who”web page. However, on their screens the links to the Shadow Ministers were below the fold and most of the children did not scroll and so did not find the link.

Know Your Audience

In conclusion, I would like to comment briefly on the importance of clearly identifying the target audience for a site early in the design process, bearing in mind that the prime users of a site will not always be the same as the intended audience for the site’s content. This is particularly the case with sites that are designed to appeal to very young children where the main site navigator may be a parent or teacher.

For example, the subsite “Kids Korner”, which is part of “Family.com” a site emanating from the US, is not likely to appeal greatly to the under twelves, even though a large proportion of its content is for them. The design of the site is aimed directly at their parents, providing quick access to a range of age-appropriate activities.

On the other hand, ABC TV children’s Playground is designed to appeal to young children between 2 and 16, according to information presented in the parent area of the site. The content of the site however, seems to be heavily skewed towards the under tens.

The extensive use of Shockwave for games on the site slows down performance leading I suspect to an imbalance in the time versus reward ratio for many young users. My young daughter certainly fits into this category.

Two years ago, when she was six years old, I watched as she visited the Playground site following a promo on television. She clicked on a jigsaw puzzle in the games area and waited. The Shockwave logo came up. “What’s this dad?” I told her and said it wouldn’t take too long. Twenty seconds later a 6 piece jigsaw puzzle appeared which she did in a couple of seconds.

She tried another jigsaw. Click. “Oh, it’s that shockwave again.” Another 20 second wait for a two second game at the end of which she abandoned the site. My daughter, who will happily spend an hour or so playing a computer game for the umpteenth time, did not revisit the Playground site for more than a year. And when she did, the games were still much the same, as was her reaction to using the site.

References

  1. Turow, J. “The Internet and the Family”. Annenburg Public Policy Center, University of Pennsylvania, 1999.
  2. Beavis, C. “Computer games, culture and curriculum”. Page to Screen ed. Ilana Snyder, 1997
  3. Spool, J. “Web Usability: A Designer’s Guide”, 1998.
  4. Sullivan T., Norris C. et al. “When Kids use the Web: A Naturalist Comparison of Children’s Navigation Behaviour and Subjective Preferences on two WWW Sites”. www.pantos.org/ts/papers/wkutw/
  5. Preece, J. “Human-Computer Interactions”. Addison Wesley, 1994.
  6. Tauscher, T and Greenberg, S. “How People Revisit Web Pages: Empirical Findings and Implications for the Design of History Systems”. International Journal of Human Computer Studies, 1997.
  7. Revelle, G., Druin, A. et al “Young Children’s Search Strategies and Construction of Search Queries”. Human Computer Interaction Lab, University of Maryland. www.cs.usmd.edu/hcil/querykids
  8. Druin, A., Bederson, B. et al. “Designing a Digital Library for Young Children: An Intergenerational Partnership”.  Human Computer Interaction Lab, University of Maryland. www.cs.usmd.edu/hcil/kiddiglib

Usability: A Key Issue for kids’ sites (2000)

The children starting primary school this year can be truly described as the first of the web generation, for all were born after 1992 when the World Wide Web as we know it today came into existence. The ability of web sites to stimulate and satisfy the needs of these kids, along with those of all other web users, will largely depend on web site usability.

What is usability?

Leading usability expert and author, Jakob Nielsen, offers the following description. “Usability is a fairly broad concept that basically refers to how easy it is for users to learn a system, how efficiently they can use it once they have learned it, and how pleasant it is to use.

According to Nielsen, “On the average, the web doesn’t work: When you think of something to do on the web, the expected outcome is that you will fail.” He cites three studies by different researchers in 1998 to back up his claim. Dr Nielsen has had a distinguished career as a human-factor engineer in the communications, computer and internet industries, working with organisations such as Sunsoft and Bell. He believes that the failure to appreciate the importance of usability in web design is a major source of the problem, estimating that, “90% of commercial sites have poor usability“.

Internet research company Forrester Research has also confirmed the need for improved site usability as has the work of web design consultant Jared Spool, who is often credited with being the first person to develop a comprehensive set of guidelines for web design. He argues people find information on the web by foraging in much the same way as hunter-gathers foraged for food, balancing effort with reward. They pick up the “scent” of the information they are after and follow it as they link from page to page.

Most of the research done by Nielsen, Spool and others relates to how adults use the web, and in particular, to improving the ability of web sites to meet the needs of adult users who are seeking information. Not all adults however, are searching for information, with many in the 18 – 25 age range spending their time surfing from site to site, clicking whatever looks most interesting or cool.

Kids on the net

Computer Economics estimates that 28 million people under 18 years old will be on-line by next year, rising to 77 million by 2005. IMR Worldwide reports about 2 million Australian children and teenagers currently using the net for an average 3 hours per week.

There is also a significant increase in family-orientated net use in many countries. In the US, for example, a survey by Cyber Dialogue at the end of last year found that 34% of US families were on-line. Nearly half of these parents share net access with their children, often going on-line together, particularly if they have children under 12.

The rapid growth in internet use by children has underscored the considerable marketing potential of the medium. On-line toy sales catapulted from $45 million in 1998 to $425 million in 1999 and Media Metrix, predicts this will rise to $1.6 billion by 2002. In addition, a recent survey by the US National Retail Federation (NRF) found that 14% of all parents with children aged 6-17 in the US were planing to use the internet to aid them in their back to school shopping this year.

Usability and kids

Not a lot is known about the way kids use web sites, except to say that it is probably very different to what their parents do. An increasing number of Australian children are brought up with computers, using games and educational software from a very early age, and virtually all will have acquired basic computer skills by the time they leave primary school.

Many children will come to the web with an intuitive knowledge of its basic building block, the hypertext link. Also, it is likely that these children read the screen in a different way, probably taking a whole screen approach to the images and text, allowing their eyes to be drawn to particular areas, rather than employing the skimming and scanning reading techniques of their parents.

With adults, Spool found that imagemaps could cause unforeseen navigational difficulties, leading him to describe them as a major potential usability problem. No such problems I am sure for a child who has conquered the dark with “Pajama Sam” or joined Madeline on her “European Adventure”. By the time they start surfing the web they will already be very familiar with exploring imagemaps and following the links they may contain.

This is not to say that there is no need to be concerned with the navigation and usability elements of a site that is designed to attract kids. One of the key usability guidelines described by Nielsen is the “match between the system and the real world“. He maintains sites should not use jargon and system-orientated terms, but “should speak the users’ language with words, phrases and concepts familiar to the user“. Even though many young web users are probably more firmly grounded in the system world of computers and the net than their adult counterparts, in my view this important guideline is just as critical for kid’s sites, but unfortunately often overlooked.

The under 18 market is highly diverse, with each segment having its own interests, needs and expectations. Furthermore, the internet skills level of children today is also very varied, ranging for example, from highly net literate 7 year olds to 17 year old newbies. The diverse nature of this market raises particular usability challenges, requiring a careful balancing of graphic design elements with the need to maintain a level of usability that is appropriate for the different end-users.

The target market segments for a site need to be clearly defined early in the design process, bearing in mind that the prime users of a site will not always be the same as the intended audience for the site’s content. This is particularly the case with sites that are designed to appeal to very young children where the main site navigator will be a parent or teacher. The Family Play site for example, is not likely to appeal greatly to the under twelves, even though a large proportion of its content is for them. The design of the site is aimed directly at their parents, with a good search facility using adult orientated drop menus to provide quick access to a range of well designed age-appropriate activities.

ABC TV Children’s Playground is designed to appeal to young children between 2 and 16, according to information presented in the parent area of the site, although the content and activities seem to be heavily skewed towards the under tens. The extensive use of Shockwave slows down the performance of the site leading I suspect to an imbalance in the time versus reward ratio for many young users. My six year old daughter certainly fits into this category.

Several weeks ago I watched my daughter as she visited the Playground site following a promo on television. She clicked on a jigsaw puzzle in the games area and waited. The Shockwave logo came up. “What’s this dad?” I told her and said it wouldn’t take too long. Twenty seconds later a 6 piece jigsaw puzzle appeared which she did in a couple of seconds. She tried another jigsaw. Click. “Oh, it’s that shockwave again.” Another 20 second wait for a two second game at the end of which she abandoned the site.

My daughter, who will happily spend an hour or so playing a computer game for the umpteenth time, has not revisited the Playground site inspite of all the invitations to do so on television.

Like my daughter, many of us have visited sites that don’t satisfy our needs. We have struggled with poorly designed web sites that are hard to find and slow to access, sites lacking coherent internal navigation and containing links that lead nowhere. Usability evaluation is a highly cost effective way of addressing problems such as these.