First Steps in Producing Accessible Publications July 2005 Contents Foreword 5 Introduction 6 Context of this Guide 6 Single Source Publishing 6 Clear Print in Principle 7 Typeface 7 Type size 8 Type weight 8 Type style 8 Leading 8 Numbers 9 Line length 9 Word spacing and alignment 9 Bullet lists and tabs 10 Design and layout 10 Contrast 10 Reversing type (white text on black background) 11 Navigational aids 11 Images 11 Columns 12 Paper 12 Clear Print in Practice 13 Putting Clear Print into Practice 13 Clear Print in Production 14 MS Word 15 Large Print 15 Process 16 Non-textual Contents 16 Alternative 17 Braille 17 Process 17 Procedures 17 Timing 18 Costs 18 Resources 19 Audio: Cassette or CD-ROM 20 Process 20 Recording Medium 21 Visual to Aural 21 Additional and Non-textual Contents 22 Labelling 22 Post Production 23 Future of Audio format 23 Costs 23 Resources 24 Electronic Formats 24 HTML 24 PDF 29 CD-ROM 32 Standard Print Publication 32 Extras Covers or Inserts 33 Additional services 33 Bibliography 34 Foreword Publication is one important and useful method of communicating information to an audience. In much of our everyday lives - in education, business, consumer services- the information available that we need to live and participate fully in our society is presented in standard paper publications. While these are accessible to many people they exclude many others, who cannot access the information within. The solution is simple - providing publications in a choice of formats, so that each member of the audience can select one that suits them best, allows greater access to the information and ensures messages are more effectively communicated. In producing this booklet the National Disability Authority has two core aims. First, to assist those involved in producing publications to explore the need and opportunity to produce their publications in a range of formats to meet the diverse needs of their intended audience. The second aim is to provide basic information on how to produce these various formats. The booklet is not intended as a comprehensive guide to creating accessible publications, but it outlines many of the ‘first steps’ and directs the user towards sources of additional information. Advances in technology mean that some of the information offered will inevitably become dated, as the range of options available to those who wish to communicate information becomes even greater. The information and advice offered here are drawn from a number of sources, including the National Disability Authority’s own experience of producing publications in different formats, and from consultation with people who require different publication formats to meet their needs. The document is available in standard document, large print, and Braille printed versions, audio cassette, audio CD; HTML, PDF, electronic word and CD-ROM formats. The NDA hopes that this will be a useful tool for all those who seek to communicate with an audience, and will promote the use of a range of formats so that more people will be able to access information in a format that suits them. Angela Kerins Chairperson, National Disability Authority Introduction Understanding the needs of your audience is critical to getting your message across. When creating documents for a wide ranging audience, it is good practice to consider the various needs and requirements of your audience and then to construct and design the content to best suit those needs. This publication will examine good practices for single source publishing – that is creating various formats from one master copy. This will help to reduce the time and cost involved with the production process. In doing so, the authors need to understand and adopt the ‘clear print’ procedures and to consider the style and design when planning the creation of an accessible-ready master copy. Context of this Guide This guide will provide a simple understanding on how to maximise efficiency when creating a single master document for the production of multiple accessible formats. It will examine good practices associated with producing documents in Word, large print, Braille, audio CD/cassettes, HTML, PDF, CD-ROM and the standard print publication. These procedures are intended to assist with the preparation of the document. Some of the formats may require a multi-step conversion process before they are fully accessible. Single Source Publishing Single source publishing is an approach in which one master document is formatted in such a way as to allow the production of the document in other formats. It is essential that the planning phase of the document be considered in depth. The author or project manager must identify all possible audiences of the document, determine the different types of formats required and consider the timing and costs involved. For example, MS Word and HTML are very popular electronic formats for people who use assistive technology and software such as screen readers and magnifiers to access documents. Examples of such software include JAWS, Windows Eyes, Supernova Reader Magnifier, Zoomtext and Kurzweil. For Braille readers, a Braille document may be the preferred medium. Some people with visual impairment may prefer large print, audio CD or cassette. The key to successful single source publishing is the production of a ‘clear print’ document using good practices for accessibility. Adopting these recommendations will assist the production of other formats such as HTML, PDF, large print, Braille and audio. Clear print is an approach to the design and production of printed materials which takes into consideration the needs of readers who are blind, partially sighted or who have other special needs. The following recommendations are straightforward, practical and inexpensive. They focus on font, type size, contrast, and page navigation. These recommendations are based on NCBI’s suggestions and the RNIB’s See It Right Pack. Clear Print in Principle Typeface Typeface refers to a group of characters with the same properties and appearances. In addition to the upper and lower case options, it also includes punctuation, numbers and symbols. There are two general categories of typefaces: san serif and serif. Serif typefaces have little ‘feet’ (serifs) at the end of the letters. San serif typefaces do not. For example: Gils Sans is a san serif font and Times New Roman is a serif font. Both typefaces are used in publications. However, according to the NCBI, san serif fonts are preferred. Arial, Helvetica, and Gill Sans are some of the more popular sans serif choices. Choose a clear, easy-to-read typeface for your document. Typefaces to avoid are the highly stylised ones such as the ornamental or display typefaces shown here. Algerian Bauhaus Castellar Harlow Solid Italics Type size The size of the type also known as point size is one of the two most important features when producing ‘clear print’ documents. ‘Clear print’ documents should use a minimum type size of 12. Size 14 is a preferred size so that some people with visual impairment can access the standard format. The most commonly used large print size is 18. Type weight Typefaces are usually available in light, normal (Roman), semi-bold (medium) or bold weights. Light options should be avoided as bolder typefaces are easier to read. If necessary use bold for emphasis rather than UPPER CASE or italics. Type style Text which is set in italics or capitals is usually more difficult to read. For this reason, capital letters in words, titles and the body of the text should be avoided whenever possible. If necessary, they may be used to give emphasis to a single word or phase but not to the entire block of text. Italics should be avoided. Instead, use a different type weight to emphasise the text. Underlining should also be avoided since it makes the letters harder to recognise. Leading Leading refers to the space between one line of type and the next. The space between one line and the next should be at least 1.5 times the space between words on a line. This 13 points Helvetica text has very tight leading which can make reading more difficult. This is set on 12 points leading. It is harder to read words that are spaced closely to each other. This 13 points Helvetica text is set on 14 points leading which is common for type at this size. This 13 points Helvetica is set on 18 points leading which is generous for the font size and helps to create an open, inviting document. Numbers If your document includes numbers, it is important to choose a font that distinctly portrays the numbers. The numbers 3, 5, 6, 8 and 0, may easily be misread and may cause added difficulty for people with visual impairments. To avoid confusion, wherever possible, write out the word ‘five’ or ‘eight’ instead of the numeral. Some typefaces have clearer numerals than others. Here are some examples: 1234567890 1234567890 It is advisable to use clear and consistent page numbering throughout your document. Line length Line length should be between 60-70 characters per line. Lines that are too long or too short may tire the eyes. The same applies to sentence and paragraph lengths. Splitting words by using hyphens disrupts the flow of the text and should be kept to a minimum. However, if it is not possible to completely omit the use of hyphens in a report, the inclusion of one or two hyphenated words within a block of text is acceptable. Word spacing and alignment It is best to keep the same amount of space between each word. Do not condense or stretch lines of type to fit your line length since this reduces legibility. Word spacing refers to the way in which text is aligned – left, right, justified or centred. In left aligned text, it is easy to find the start and finish of each line and even spaces exist between the words. Justified text, which is aligned both left and right, may be easily read if the space between the words is consistent. However, this is difficult to achieve with most desktop publishing software. It is therefore best avoided as it can result in stretched or crammed lines of text. Right alignment of text produces a ragged left margin that may be problematic for people with visual impairment. Each new line starts in a different place and is therefore difficult to find. Centred text where each line begins and ends differently may be even more difficult to read. It should be avoided for blocks of text. It is acceptable for use in titles or headings. Line spacing should be even. Continuous paragraphs should not be widely spaced. Initials or words should not be divided or split across a line break. Text should be set horizontally. Text that is set at an angle or on a curved line is more difficult to follow. Text set vertically is extremely difficult to read and should not be used. Bullet lists and tabulations (tabs) It is advisable to present information in a list rather than using a column or table format. When creating bullet lists, define and create the bullet style in the style sheet of the document. It is also advisable to pre-set all tabs in the document so that it is consistent. Avoid using the space bar for tabs and indentations. Set the tab style and start with a minimum of 0.5cm and indent at equal increments such as every 0.5cm so that the next tab will be set at 1.0cm, 1.5cm, etc. This could all be pre-set in the style sheet. Design and layout User-friendly design is simple and uncluttered. The elements of a page layout - headings, photographs, illustrations, text, captions, tables, etc. – should be clearly separated from other sections. Contrast The contrast between text and the background on which it is printed or photocopied is extremely important. People with visual impairment frequently have difficulty with colour perception. Hence two colours that are sharply contrasting to an individual without visual impairment such as green and red, will appear far less distinguishable to someone with partial sight. Contrast is affected by several factors including paper colour, printing ink, lighting and the size and weight of the type. The relationship between colours is more important than the colours themselves. As a general rule, contrast dark against light. Reversing type (white text on black background) If using white type, make sure that the background is dark enough to provide sufficient contrast. Some people prefer a darker background because it reduces the amount of glare from the paper. However, from a publishing perspective, it is virtually impossible to produce good quality white text on a dark background. The size and weight of the type is also important when reversing type. The chosen font may need to be increased in size and weight when put on a non-white background in order for it to be distinct. Avoid switching between black on white and white on black as that tires the eyes. Also avoid reversing out on colours that may not be strong enough to create a good contrast – colours such as yellow and any light colours. Navigational aids Use features that make the layout of the document easy to follow and the information easy to find. Re-occurring features such as headings and page numbers should be consistent in style and format and should always be in the same position. A table of contents is helpful. Leave a space in between paragraphs. This break makes it easier to read. An indentation of five millimetres on the first line of a paragraph to the left of the text is useful. It helps the readers to find the beginning of the line, especially those readers who use magnifiers. Images Images should not be used in isolation to convey a message. It is essential that any images be clearly described in the narrative part of the document. If images or photographs must be incorporated in your document, be sure that they are clearly defined in the text. Avoid fitting text around the images if it means that the beginning of the text starts at different places causing a ragged left margin. Images or photographs may be placed on the right side of the text as that does not disrupt the beginning of each line. When selecting images or photographs, bear in mind that a dark coloured foreground image against a light coloured background is easier to read. Avoid poor contrast and busy backgrounds as they reduce visibility. Make the illustration, image or photograph as large as possible without loosing definition (too grainy). Avoid setting text directly over images. This will detract from the type and confuse the eye. Some readers may not expect to find text within an image so the message may be missed. If an image does not have a defined border, place a frame around it so that it will not be missed when readers are using magnification programmes. It is essential that any accompanying text clearly describes the content of any visual. If illustrations are used, ensure that the strokes are dark and clearly defined. Abstracts and watercolours should be avoided. If photographs are used, ensure they do not contain too many details and do not overlay one photograph upon another. Choose a high contrast and clean uncluttered backgrounds. One simple way to test the visibility of the image is to print or photocopy the full colour image in black and white. Are the different shades of grey clearly distinguishable? If they are, there is sufficient contrast. Columns When using columns, make sure that any gutters (margin surrounding the columns) are clearly separated. Columns that are too close together may confuse the reader. If space is limited, place a vertical line to separate the columns. Avoid putting images within columns as they disrupt the flow of the text and may confuse the readers. Tables and columns are difficult to produce in formats such as Braille and audio; and they may also complicate the procedures for screen readers. It is advisable to incorporate all pertinent information in the tables into the text and not to solely rely on the table to convey your message. Paper When selecting paper, avoid glossy paper as it reflects light and glare making it more difficult to read. Choose uncoated paper that is at least 90 gsm (copy paper is normally 80 gsm) so that the paper is not too thin. If it is, text may show through from the reverse side. Be aware of where the paper is folded. Avoid creases which obscure the text. Make sure that the centre margin is wide enough to avoid text printing too closely to the spine as it will appear distorted when photocopied or scanned. People who use scanners or screen readers need to place the document flat to enable the software to properly display the material. Perfect binding, such as is used in paperback publications, should be avoided as it is too difficult to flatten the document. Documents that are too large (A3+) should be avoided as they are too cumbersome. Documents that are too small (A5 or smaller) require the constant turning of pages. When preparing the document, it is essential to consider all the above aspects. They all have an impact on how well your document will be ‘viewed’ by your audience. Clear Print in Practice This is a guide on how to set up the ‘clear print’ recommendations in your document. To save all your formatting and styles so that you have it as a standard or default, open MS Word and have a new document screen, follow the steps below and when finished, save it as a Template. If this is a formatting style unique to a particular document, follow the steps below and, when finished, just work on your document and save it as usual. Putting Clear Print into Practice n From the Menu bar, select Format, then Style. n Start with Normal since all subsequent styles are based on it. n Select Normal, then select Modify. n Select Format at the lower right. From here you can set Font, Paragraph, Tabs, Border, Language, Frame and Numbering. n Under Font, select Type Face. This will give you the family names of the fonts such as Arial, Helvetica and Times New Roman. Next select Font Style = Type Weight. This will give you the option for Regular, Italics, Bold and Bold Italics. Finally, select Size. When finished, click OK. n This will bring you back out to the Modify Style screen. Select Paragraph next. This will allow you to define your leading (space in between paragraphs and headings). n Alignment – Make sure Normal text is set to the left. n Indentation – The Left and Right denotes how much the entire paragraph should be indented from the margins. If you want to indent on the first line, you need to go to the drop down menu under Special and choose First line, then denote the indentation under by: e.g., 0.5 cm. n Spacing – This section allows you to build in carriage returns before and after each paragraph so there will not be any unnecessary returns. Setting ‘Before’ and ‘After’ to 6 points will help to separate the text for ease of reading. Under Line Spacing - it is advisable to select 1.5 for ease of reading. n Click OK when finished with Paragraph settings. n Click OK in the Modify Style window. n Click Apply in the Style window. This guide provides the basic steps to establish your ‘clear print’ practices. Other styles and recommendations may also be applied using this technique. Clear Print in Production This section will describe ways of producing your document in each of the specified formats. It will include helpful hints highlighting accessibility issues and information on outsourcing the production of the document. MS Word The electronic MS Word file you produce will be the master document. This document should incorporate the suggested steps. This master document must be updated with any editorial changes. It will be the copy for the print, the Braille, the audio, the HTML, the large print and the PDF versions. Once the master document is produced, it will be forwarded to the printer. Most printers do not use word processing-based software to transform your document into the finished product. The master document you send them will be converted to a desktop publishing file. It may be in QuarkXPress™, Adobe® InDesign® or some other similar package. It is from these files, your printer will design and layout your document for print. It is crucial that every edit and/or update is incorporated into your master document. Any changes from subsequent proofs from the printer must be made to your master document. {Publishing software packages are not word-processing based, therefore, any subsequent conversion back to Word will result in the loss of all applied ‘clear print’ styles to your document.} Large Print Large print documents are of benefit to partially sighted readers. Large print documents should be produced adhering to the ‘clear print’ procedures and they should be as close as possible to the standard print version. When creating your document in large print, ensure that the font size is at least 16 points. 18 points font or greater is the preferred size. If your document is only one page, it may be acceptable to enlarge the document using a photocopier. However, it is not advisable to take such a step when the document is more than a few pages because photocopies lose contrast and print weight when they are enlarged. Process Large print may be simply produced once the document is created following the accessibility ‘clear print’ procedures mentioned previously. A minor change under the font size in the Style function under Normal will be able to render all text in the document to large print. Once you have changed the Normal font size, all the other Heading font sizes will follow suit. Select apply and the entire document will be updated in the new enlarged font sizes accordingly. As with any print document, ensure that the design and layout is simple, easy to follow and uncluttered. Ensure that there is a proper contrast between the type, the background and the paper for printing. A problem with large print documents is that the pagination differs from the regular version. However there are ways to minimise this problem: Divide the document into clearly labelled sections and chapters; Use shorter paragraphs; Number the paragraphs and Review pagination once the large print has been set. If page 1 translates into three pages, use 1/1, 1/2 and 1/3. When referencing the document, use section or chapter titles rather than page numbers. Non-textual Contents If your document contains photographs, graphs, charts or tables, creating a large print format will require some time to enlarge these visual items. Depending on the nature and size of these nontextual contents, it is advisable to describe the essence of the data in the body text to avoid unwieldy duplication and the enlargement of such items. It is advisable when creating accessible documents that all non-textual and visual graphics be kept to a minimum. When enlarging photographs and other visuals in the document, be aware that certain graphics do not enlarge properly. The image may be distorted or become too grainy. People with visual impairment may only see a small part of the visual at one time. If that is the case, consider omitting the visual and providing a clear description of the visuals in the body of the text as an alternative. Also, ensure that text is not wrapped around any graphics nor split into multiple lines, does not have uneven gaps, does not contain all capital letters nor is unnecessarily aligned, as these may cause problems and difficulties for some users. Alternative An alternative to creating a large print format in-house is to request your printer to typeset and layout the exact version of your document in large print – size 18 points or larger. However, if it were necessary to produce an exact duplicate of your document in large print, this would be advisable. Braille Providing a Braille version of your document requires forward planning. The Brailling processes described below refer to Grade 2 Braille. Process Braille is produced using a Braille translator programme and an embosser. The Braille translator programme (for example, Duxbury) processes a text-based document (such as a Word.doc or a .txt file) into the necessary symbols for the embossing of Braille. Braille translation programmes are incompatible with graphical desktop publishing packages such as QuarkXPress™, Adobe® PageMake® or Adobe Portable Document Format® (PDF) files. Procedures Principles of proper word processing are important to observe when producing Braille documents because the translation software takes word processing styles and other specialised indicators into account. For example, a tab stop beginning a paragraph in print is translated into to two blank spaces that denote the beginning of a paragraph in Braille. Braille translation software renders bulleted points, italics, bolding, underlining and other similar styles into specialised configurations recognisable to Braille readers. Pictures, diagrams, tables, charts and graphs are difficult to render into Braille. When using visuals in your document, it is advisable to clearly describe in text the essence of the visuals. All relevant information derived from the visuals should be clearly described in the text. Simple tables can be translated into Braille. A proof reader should ensure that all the information has been correctly converted into Braille. Braille pages are slightly larger than A4. They are generally 12” x 12”. When publishing in Braille, be sure to order from the printers front and back covers and interior dividers, if applicable, in the correct size for the Braille version. This will ensure that the covers of both versions will be similar. Timing There are only a few places in Ireland that provide a Braille service. There is usually a two to three week production period to convert the printed document into Braille. This actual time depends upon the size of your document, the amount of editing and the number of copies required. Costs The costs of Braille production depend on the number of pages and the format in which your document is delivered. (The prices quoted below are a guideline and are correct at the time of printing.) Document provided on disk or email (Word document) A4 of page print = approximately 2 Braille pages Master cop Additional copies €2.00 Braille page €1.00 per Braille page Document provided to be scanned Note: Not all document features are suitable for scanning (i.e., columns, tables, certain types of print, etc.) A4 print page to scan €4.00 per page Braille copy €1.00 per Braille page Document to be word processed A4 page to word process €5.00 per page Braille copy €1.00 per Braille page Binding and Covers Covers and binding €10.00 per copy Resources Braille Centres in Ireland The National Council for the Blind of Ireland The Media Services Production Unit Whitworth Road Drumcondra Dublin 9 Tel: 01 830 7033 Fax: 01 830 7787 Email: info@ncbi.ie Web: www.ncbi.ie St. Joseph’s School for the Visually Impaired National Braille Production Centre Gracepark Road Drumcondra Dublin 9 Tel: 01 837 3635 Fax: 01 857 1079 Email: mcooper@braille.ie Note: The National Braille Production Centre at St. Joseph’s School for the Visually Impaired concentrates on the production of school books in Braille. Arbour Hill Prison The Brailling Unit Arbour Hill Prison Dublin 7 Tel: 01 673 2949 Fax: 01 679 9518 Tactile Covers from Sweden Iris InterMedia Kristiansbergsvägen 5 SE-737 30 Fagersta, Sweden Tel: +46 (0) 223 424 23 Web: www.irisintermedia.se Note: It is possible to get embossed covers with tactile illustrations and Braille text from Iris InterMedia. Audio: Cassette or CD-ROM An audio format of your document will benefit the visually impaired and may be the preferred version for those who have reading difficulties. It may also be the choice of those without difficulties. Once your document is produced based on the ‘clear print’ procedures, it is quite simple to modify the document for audio recording. The finished document is sent to a printer for layout, design and print, and simultaneously, the audio version is produced in a recording studio. An alternative would be to produce an in-house version. However, the in-house production would not match the quality of a professional production. The commissioning and production of the audio version requires forward planning to allow adequate time for completion of the process. It is advisable to consult experts in the area of production. {A list of some available resources is provided at the end of the section.} Recording Medium Audio cassettes are available in C60, C90 and C120 for recording. A C60 tape can record up to 9000 words and a C90 tape can record up to 12,000 words. C120 tapes are not recommended for repeated usage since they are prone to breaking and tangling in the cassette players. They are also too unwieldy for retrieving information quickly. Compact discs (CDs) generally hold about 70 minutes of audio data. Each A4 page of text translates into three to four minutes of recorded time. Visual to Aural The author has a responsibility to prepare the document in such a manner as to facilitate its oral presentation. The author should also bear in mind the conventions that assist the production of a voice over. Here are a few suggestions on how to accurately convert your document from visual to aural impact. Written headings are essential to help a listener to ‘glance’ through a publication. The verbal equivalent is a numbered content list (e.g., 1, 2, 3 or a, b, c etc.) for ease of reference. At the beginning of each tape, the reader will record announcements that are basically a mini version of a table of contents. Announcements contain information such as the title and author, the contents of the track (side one or side two), the printed pages recorded in that cassette, the length of the recording and a note of the indexing styles to indicate new headings, sections or chapters. The announcements are usually left blank and then recorded at the end of the production of the tape. If your document requires more than two cassettes, it is also advisable to create an index cassette, which is the directory to the audio set. This index is divided into two parts. The first part provides a list of the cassettes and tracks used and the page numbers each contains. The second part contains a list giving the starting point of each chapter, with the page, cassette and track number. Overviews and executive summaries should be given for longer documents. These may be recorded separately like the index. These added features will give the listener greater flexibility to ‘browse’ through your document with ease. Additional and Non-textual Contents The reader will read all printed material, page numbers, notes, footnotes and references. For notes, footnotes and references, it is generally advisable for the reader to read them after the body text. If the body text must be interrupted to insert these notes, the reader will indicate such a break upon interrupting the body text. Single word quotations and very short phrases can be indicated by tone of voice. Otherwise, the reader will say ‘quote’ and ‘unquote’ or ‘end quote’. Italics and bold, when necessary, can also be indicated by the tone of voice. It is not advisable to use such techniques to emphasise the information. To accurately convert diagrams, illustrations and photographs in your document, it is advisable to provide a concise description of them. The objective for the reader is to convey the author’s intent to the listener. For graphs, charts and flow charts, the reader will read the title, source and caption provided. It is essential that the accompanying text adequately describes the diagram. For more complex charts and graphs, it is advisable to provide a concise description of the item in discussion rather than to read each level and box of the diagram. Tables are generally read across after describing the number of columns and their headings. All captions, legends and auxiliary information will also be read. However, depending on the nature of the content, tables may be read across or down. In such an instance, it is advisable for the author to clearly describe the essence of the table and to ensure that the reader adequately conveys the message to the listener as the table is being read. Labelling All cassettes must be labelled immediately after recording. It is advisable to request labelling on one side only – side one. Adopt a consistent system of labelling to show the title, the author, the cassette number {if part of a multiple set} and tactile or Braille labels for both the cassette and the plastic case. Post Production Once the original cassette(s) or digital track is produced, it is advisable to keep a master copy from which all other copies and formats may be produced. As cassettes become worn, it may be necessary to produce replacement copies. The master copy may be produced either in cassette or CD-ROM form. The advantage of CD-ROMs is that they may be tracked for easy navigation and portability, especially for multiple sets. It is also advisable to have audio versions in MP3 or WMA formats for downloading via the Internet. If these formats are required, be sure to convey this to the production studio at the onset to avoid extra conversion costs later. Future of Audio format With the advance of technology, audio files may now be streamed with text and graphics to create DAISY documents. DAISY (Digital Audio-based Information System) is a system of both hard and software used to maximise the navigation capabilities within the document. Files created in such a format allow partially sighted users to both ‘see’ and ‘hear’ the document. However, this format depends upon specific hard and software requirements. The discussion of this system is beyond the scope of this document. Costs The costs of audio production depend upon the size of the document, the final delivery formats and the number of copies, in addition to professional reader and studio fees. Be aware that the lead time to source and book professional readers or studios may be up to three or four weeks and allow two to three weeks for the actual production. Professional readers can generally read continuously for twenty minutes without a break. They can normally record up to four hours at a time. Resources Audio production centres in Ireland The National Council for the Blind of Ireland The Media Services Production Unit Whitworth Road Drumcondra Dublin 9 Tel: 01 830 7033 Fax: 01 830 7787 Email: info@ncbi.ie Web: www.ncbi.ie Prices from NCBI are as follows: (accurate at time of printing) Studio rental:€1,680.00+ per day* Master copy: € 4.00 per recorded minute** Extra copies: € 2.50 per audio cassette/CD *In this instance, you would be supplying your own reader. **In this case, the NCBI would be providing the studio, the sound engineer and the reader. There are many other recording studios in Ireland. Be aware, however, that the costs vary between the different studios. Electronic Formats People with visual impairments may access electronic files through assistive software and technology such as JAWS, Windows Eyes, Supernova Reader Magnifier, and Kurzweil. These screen readers and magnifier applications assist people with visual impairments to ‘view’ documents by converting text to speech. HTML One of the more popular electronic formats is HTML (Hyper Text Markup Language) which is also used to create web sites. Creating accessible HTML requires a multi-step process. For the purpose and scope of this document, we will examine techniques to be used and steps to be taken by the author to facilitate the conversion required in the creation of an accessible HTML file from a MS Word document and which in turn will be uploaded onto a web site. However, even if your document is accessible in HTML that does not mean that the web site on which it sits is accessible. So in creating accessible HTML, you will need to ensure that the content is accessible and also that the design and features of the web site are also accessible. Code-specific practices to make your web site accessible are beyond the scope of this document. However, they are issues that your web developer should consider when creating the web site. Accessible HTML document Creating an accessible web site and content within the site benefits not only those with visual impairments but also people who do not have the latest browsers or those who wish to view the site text only. With this in mind, the contents, design and features should be sufficiently flexible to enable them to be adjusted to suit each user’s requirements. Here are some good practices for the author to ensure that the document is accessible when converted into HTML. These suggestions are extracted from the Irish National IT Accessibility Guidelines (published by the NDA) which are based on the guidelines published by Web Accessibility Initiative (WAI) which is part of the World Wide Web Consortium (W3C). Ensure your document contains a proper structure. Headings When creating your document, ensure that you apply the proper document structure. Use the ‘clear print’ procedures to create headings. This is vital to the conversion of the document to an accessible HTML file and to the mapping of the document. Do not simply bold or increase the font size to indicate headings. Lists When creating lists, use the numbered and bulletted function in MS Word. (From the Menu bar, select Format then Bullets & Numbering.) Manual insertions of numbers will not properly convert to a list in HTML. When deciding whether to use numbers or bullets, consider whether the items require sequential order or not. The look and shape of the bullets are irrelevant. Ensure that your document is clear and simple. When writing, ensure that you clearly define and express the purpose and objective of the document. Keep the sentences short and concise. Do the same with paragraphs. Provide an alternative text to visual content. If your document contains non-textual content such as graphs, photographs, illustrations, diagrams or charts, ensure that you provide a meaningful alternative textual explanation of the element and how it relates to the body text. Text is the most versatile. It may be read, displayed and converted into Braille. People using screen reader software will be able to access such non-textual contents. Images should not break up the text. Images may be inserted at the beginning or end of a paragraph but not in the middle of the text. Ensure that the images do not contain fine details. Use high-contrast illustrations so that no details are lost. Do not rely on colour alone. People with visual impairment may not be able to distinguish colour emphasis within the body of the text. Ensure that the colours used in your coloured document have a good contrast especially when converted into HTML. One way to ensure this is to print a test page of your coloured document (text and all non-textual contents) in black and white and determine if all the grey areas are distinctive and identifiable. As a general rule, contrast dark colours with light colours. Avoid pairing colours such as red and green and blue and yellow as to a partially sighted person these combinations may cause confusion. Use tables properly. People with visual impairment often use screen readers to access the Internet. Most screen readers read tables from left to right across the table. With this in mind, it is advisable to avoid complex tables, which should be broken into smaller tables. Only use tables for tabular data. Tables should not be used for visual layouts. The above practices facilitate the easy conversion of an MS Word document into an HTML file. Here are some other techniques to consider when creating accessible files. Do not provide numbered cross-references. When the file is converted into HTML, the numbering may be rendered useless. Avoid using the spacebar for indentations and tabs or the return key for formatting purposes. Keep the format of the document as simple as possible. Avoid using text boxes, Word Art, text animations or columns. If the document is created using MS Word, it may be easily converted into HTML by choosing FILE and Save as Web Page or Save as Web Page, filtered if you use Office XP. The second option removes MS Word junk from the HTML file and the file then stands a better chance of being valid HTML. This is important for accessibility. If you use Office 2000, you may download a filter from Microsoft that also removes the MS Word specific junk. This is available at http://office.microsoft.com/downloads/2000/Msohtmf2.aspx Similarly, there is a number of free programmes, such as HTML Tidy, which also remove MS Word junk from the converted HTML file. HTML Tidy is available at http://tidy.sourceforge.net/. Accessible Web site Now that you have saved your document as HTML, you may need to insert some specific code into the HTML to aid the accessibility of the content. For example if you use data tables, you would need to insert mark-up (HTML code) for the headings in the tables and for the table summaries. Writing HTML is beyond the scope of this document as is advice on how to build accessible web sites. However you can get good advice on both these topics in the Irish National IT Accessibility Guidelines (published by the NDA) from the Web, available at http://www.accessit.nda.ie. As the author, you should ensure that the web developers adhere to these guidelines in order to facilitate the accessibility of your document. Guidelines The Irish National IT Accessibility Guidelines, (published by the NDA), includes guidelines for the web (based on the WAI WCAG’s), telecoms, software applications and public access terminals. http://www.accessit.nda.ie. The W3C Web Accessibility Initiative (WAI) homepage http://w3.org/wai. The Web Content Accessibility Guidelines v 1.0 (WCAG 1.0) http://www.w3.org/TR/WCAG10/ and the checkpoints http://www.w3.org/TR/WCAG10/full-checklist.html. Web Accessibility Evaluation Tools Accessibility Toolbar is a useful plug-in for MS Internet Explorer. Here are links to many tools that are available online http://www.nils.org.au/ais/web/resources/toolbar/. Aprompt is another useful site for free tools. http://aprompt.snow.utoronto.ca/overview.htm Bobby – the free online version. Be aware that compliance with Bobby does not mean comprehensive accessibility. http://bobby.watchfire.com/bobby/html/en/index.jsp Tutorials and ‘How to …’ “Dive Into Accessibility” is a good online tutorial on accessibility by Mark Pilgrim http://www.diveintoaccessibility.org. Tips on how to evaluate web site accessibility: http://www.webaim.org/techniques/articles/freetools/. Webaim also offers online seminars and training. Tips on how to maintain an accessible web site using MS Word and XML: http://www.xmlw.ie/events/04-01-03.html#. Often the first step to ensuring that content can be easily transformed into accessible HTML is to ensure that the content is initially captured in a well-structured format. This article contains tips on how to create well-structured MS Word documents that are in turn relatively easy to transform into accessible HTML. http://www.webaim.org/techniques/word/. Writing for the Web ‘How Users Read on the Web’ (useit.com) – http://www.useit.com/alterbox/9710a.html ‘Applying Writing Guidelines to Web Pages’ – http://www.useit.com/papers/webwriting/rewriting.html ‘Inverted Pyramids in Cyberspace’ – http://www.useit.com/alterbox/9606.html PDF The acronym PDF stands for portable document format. The original purpose of PDF was to create a printable file that would be operating system and software independent (other than the free Adobe Acrobat Reader) so that the document could be viewed on any computer. The PDF format was not intended for screen reading. However, due to the benefits and popularity of such a format, many web developers and users welcome this additional alternative in providing their content. However, although more and more screen readers are able to ‘read’ PDF files, PDF files are not as accessible as HTML files. In order for PDF files to be more accessible, there are some conditions that must be met. The user must have a version of Acrobat Reader that includes an embedded speech synthesiser. The user must also have either JAWS or Windows Eyes to ‘read’ PDF files. When the users have all the software requirements, then the document must contain ‘live’ or ‘real’ text. The document must also contain proper PDF tags and must be marked up for accessibility (only possible in full versions of Acrobat 5.0 or later). PDF files must go through an ‘accessibility proofing’ process by developers to ensure that they can be accessed by the screen readers. Creating PDF from Word When creating PDF files from MS Word, it is critical to adhere to proper authoring techniques to ensure accessibility. In order to easily create accessible PDF files, it is essential to understand the workings and limitations of screen reading software packages and how they translate PDF text to verbal content. For a PDF file to be accessible, it must have ‘live’ text not ‘scanned’ text. Screen readers can only read ‘live text’ that is properly tagged. Accessibility also means that the document is read in a proper order, not necessarily the way the document is designed. Full PDF accessibility will enable the structure of the content to be accessible, not just the words. As the author, it is important to adopt the ‘clear print’ procedures whereby the structure (headings and lists) of the document is consistent and used properly (e.g., no unnecessary returns, tabs or spaces). When used properly, later versions of MS Word (MS Word 2000 or later) would be able to properly convert the word document into an accessible PDF file. Here are some steps necessary to be taken in order to create an accessible file. Alternative Text for Images Alternative text for images is required for accessibility. You should ensure all images in the document have a concise and relevant description. Screen readers read all alternative texts in PDF. Design and Layout Graphical lines are for decorative purposes only. If your document requires features such as a text box or graphic lines to break up the text, consider using the Borders and Shading functions in MS Word to create the visual effect. Avoid using the Drawing tools. The same ‘clear print’ principles apply when selecting text and background colours. Ensure there is optimum colour contrast. Avoid using colours, bold or italics to emphasise points. State such importance in the body of the text. Unlike readers for the audio format, screen readers do not apply a different tone when such styles are implied to words. Document Structure The proper formatting of the document structure is essential to map the document. Ensure the proper headings are used. Similar to Word, each heading and sub-heading is created to reference the exact point in the document. Avoid using unnecessary headings as the screen reader will repeat them. Instead use Headers and Footers to display information you would like to be displayed consistently throughout the document. When creating lists, use the Number and Bullet functions in Word. Manual insertions of numbers will not create the necessary PDF tags to alert screen reader applications that it is a list. Paragraph return notations must be used properly. Empty returns must not be used to create breaks between paragraphs. Doing so would interfere with the PDF document mapping process by creating ‘blanks’ in the map. Similarly as with paragraph returns, do not use unnecessary tabs or spaces to indent. Proper use of Tables Similarly to HTML, avoid using tables for layout purposes unless the content makes sense when read across. Instead, use the Column function in MS Word to create the same effect. Text boxes are not recommended either as screen readers are not alerted to read the text in visual order but rather in creation order. These are some of the significant author related issues in creating PDF files. With the advances of Adobe, it is now possible to access PDF files using screen readers. However, only certain types of screen readers are able to convert text into speech and that also depends on the version of Adobe Reader used. Because of such limitations and user requirements, the most reliable way to make a PDF file accessible is to convert it into accessible HTML. For more information on accessible PDF files, visit the following web sites: www.webaim.org www.adobe.com http://access.adobe.com CD-ROM When creating a CD for your document, ensure that your CD writing software is set up properly to facilitate all CD readers. When saving the document on a CD, ensure that the CD is recorded at the lowest (4x) speed so that computers and laptops with older CD readers will be able to access and read the file. The writing of the CD at such speed will take longer but it will ensure greater accessibility. If your printer produces your CD, please request that the CD is written at the lowest speed possible to guarantee maximum accessibility. Standard Print Publication Once your master Word document is ready to be published, it will be sent to your printer. From there, it will be formatted using desktop publishing software to add in layout and design. Be sure to meet your printer to discuss the layout, design, colours and paper to ensure the finished publication adheres to the ‘clear print’ requirements. If other formats need to be produced the printer should be advised of the extra requirements such as labels and covers. Allow time for the different stages of production. The length and specifications of your document will have a bearing on the time required. Printers would normally charge a professional fee covering design and layout costs. The printing fee is separate and is dependent on the paper type, its quality, the binding and the quantity. Extras Covers or Inserts When you have decided on the various formats for your document, consult your printer and order extra front and back covers, internal dividers, CD covers, and/or audio cassette covers, if applicable, to ensure a professional finish to your document in all of its formats. Convey this at the onset to avoid incurring unnecessary additional charges by virtue of a late order. Additional services In addition to the published standard copy of your document, your printer may also be able to provide you with other formats such as PDF and HTML. Be sure to request accessible PDF files. Some publishers offer proof reading and editing services. Bibliography “A Guide to Making Documents Accessible to People Who Are Blind or Visually Impaired”, Jennifer Sutton, American Council for the Blind (Washington DC: American Council of the Blind, 2002). Accessible Documents, (United Kingdom: Trade Union Congress, Equal Rights Department, 1996). Adobe Acrobat Accessibility Techniques, (WebAIM, www.webaim.org, 1998-2004). Guide to Authors of Accessible PDFs, Julian Rickards, (Canada: Government of Ontario). How To Provide Information Well - A Good Practice Guide, (2nd Edition, United Kingdom: National Information Forum, 2002). Introduction to Alternative Media, (Cupertino, CA: High Tech Centre Training Unit, 2003). Listening and Learning: Booklet 2, (United Kingdom: Royal National Institute of the Blind, 2003) Producing Accessible Information A Practical and Strategic Guide, (United Kingdom: Employers’ Forum on Disability, 2000). See It Right Pack, (United Kingdom: Royal National Institute for the Blind, 2002). Ways to Make Written Documents Accessible to All, (Ireland: The National Council for the Blind of Ireland). “Web Content Accessibility Guidelines 1.0”, Wendy Chisholm and Gregg Vanderheiden, W3C (World Wide Web Consortium, 1999).