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Failure Technique around page regions (Header, Footer, Nav, Main etc.) #310

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DavidMacDonald opened this issue Jul 21, 2017 · 76 comments
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@DavidMacDonald
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DavidMacDonald commented Jul 21, 2017

This is an issue originally filed as Issue #173 for WCAG 2. I've moved it here, which is the active list. It has good momentum and agreement from many AGWG members. It is intended for WCAG 2.1, not 2.0.

Text of the Failure Proposal

Ø "Failure of 1.3.1 due to regions of a page which are visually distinct​ ​AND which ​contain distinct groups of content (headers, footers, navigation bars, main content, asides) not being programmatically determinable or identified by text."

Description

This failure addresses the problem that occurs when regions of a page are visually distinct from other parts of the page, and contain different content (such as groups of links, advertisements, etc.) that are distinct from the main content of the page, but are not easy to identify for those who cannot see those visual distinctions. People who are blind rely on screen reading software that identifies regions of the page. There are a number of ways to identify regions, but if these regions contain distinct content from each other, they must be identifiable in a way the screen reader can relay to the user: either programmatically or by identifying them in text that can be read by the screen reader. A few clarifications of exceptions are:

  • Content that is not distinct visually is not a failure
  • Content that is not distinct in substance is not a failure
  • Content that only has one or two items is not a failure because it is not a region (group of cohesive content). For instance, a footer with only a copyright notice, or a header with only a logo are not examples of regions because neither of these would be a group of content.

If the design visually indicates any of the following:

  • header/banner
  • footer/contentinfo
  • navigation section
  • complementary/aside
  • search region
  • main region which is visually different from other parts of the page

Then the absence of programmatic indications of those sections or a text description for those who cannot see would trigger the failure.

Failure Procedure

Examine the page to confirm there are regions that are visually distinct which identify any of the following and contain distinct content: header/banner, footer/contentinfo, navigation section, complementary/aside, search region, main region, then check each region to confirm:

  1. It has been identified in a programmatically determinable way (Landmarks, HTML 5 regions, etc.) OR
  2. The sections are identified by text, ("Header, Footer, Navigation etc.")

If #2 and #3 are false then this failure condition applies.

Related Techniques

  • Using Landmarks
  • Using HTML5 section elements
  • Using headings to identify regions of a page
  • Using text to identify regions of a page.

This failure was created April 5, 2016

Note: adjustment to the wording "available in text". What we really mean is these sections are identified by text. (i.e. header, navigation, footer etc...) rather than the Footer is available in text.

@johnfoliot
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johnfoliot commented Jul 21, 2017 via email

@Ryladog
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Ryladog commented Jul 21, 2017 via email

@Ryladog
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Ryladog commented Jul 21, 2017 via email

@KerstinProbiesch
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Thanks for bringing this up again. I would like to see such a failure technique for 1.3.1 WCAG 2.0.

I think "distinct visually" would need some work to adress the case where the visually distinction is by colour alone. And I think also "region" needs some work.

For example:

A page contains a footer (with the correct landmark or the HTML5-element or hidden heading or whatever) with two sub-sections. In each sub-section (sub region?) a contact-information is given. One sub-section has a dark blue background, the other sub-section has a grey, or red oder whatever background. The first one gives contact-information about the overall organization (a college, a medical center or...) and the second one gives contact-information about the specific sub-"organization" (a department, a institute). For the overall organization a specific colour is used (here the dark blue) for every sub-"organization" also a specific colour is used and no headings are given for the sub sections.

I believe that one would pass 1.3.1 (because the region itself is made clear) but would be a failure for 1.4.1 because the visually distinction of the sub-section (sub-region?) relies on colour alone.

If there is no text information for the two different contact-information-types which is visible for all users just a hidden text information (hidden heading for example) or an aria-label this would not pass 1.4.1. Or?

Probably two failures are needed: one which addresses the region itself for 1.3.1. And another one which addresses the case where a region has sub-regions and the visually distinction is by colour alone (1.4.1).

@johnfoliot
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johnfoliot commented Jul 22, 2017 via email

@Ryladog
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Ryladog commented Jul 22, 2017 via email

@patrickhlauke
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patrickhlauke commented Jul 23, 2017 via email

@Ryladog
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Ryladog commented Jul 25, 2017 via email

@patrickhlauke
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patrickhlauke commented Jul 25, 2017 via email

@Ryladog
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Ryladog commented Jul 25, 2017 via email

@patrickhlauke
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patrickhlauke commented Jul 25, 2017 via email

@johnfoliot
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johnfoliot commented Jul 25, 2017 via email

@Ryladog
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Ryladog commented Jul 25, 2017 via email

@patrickhlauke
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and are willing to put the diligent thought and well-intentioned work into properly crafting it

and once again, can we stop the implication here that comments here have so far not been neither diligently thought out nor well-intentioned, simply because they point out flaws/shortcomings? it may not be meant that way, but boy does it come across that way.

@detlevhfischer
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detlevhfischer commented Jul 26, 2017 via email

@lauracarlson
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Hi @johnfoliot and all,

John wrote:

we cannot retroactively introduce conditions that invalidates content that previously met the SC conformance in WCAG 2.0, which is what is happening here.

I thought we could make requirements harder in 2.1 but not easier.

John, would you categorically oppose any new WCAG failure techniques going forward?

Thanks,
Laura

@patrickhlauke
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I can't answer for @johnfoliot but for my part: new failure techniques are fine if the WG reaches consensus that they're ok as failure techniques rather than necessitating a new, more bullet-proofed SC which allows for far greater nuance, exceptions, etc.

@johnfoliot
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johnfoliot commented Jul 27, 2017 via email

@lauracarlson
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Hi @patrickhlauke and @johnfoliot ,

Thanks. It is good to know that you are both open to new failure techniques. The LVTF had been thinking perhaps a failure around improperly marked up icon fonts may be useful for Issue #297 along with techniques on how to mark them up properly.

Laura

@patrickhlauke
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as long as "improperly" doesn't mean "doesn't follow the exact markup pattern that we cooked up", sure...

@DavidMacDonald
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DavidMacDonald commented Jul 28, 2017

The reason we were given for not including this failure in WCAG 2.0 was that it would make legacy content fail (2008 and before). So that's why it is here, it is intended to apply to WCAG 2.1 to new sites that want to meet the new standard.

If there are other good reasons for not adding this failure besides legacy content, then I'm all ears. If it is because Failure techniques are negative and not nice, then I'd say we have a fundamental difference of opinion. I think the world is going accessible because it is required, not because corporate America suddenly found its heart.

We have the authority to introduce new failures in our charter for 2.1 and we can also make new requirements. Basic landmarks seems like an easy win for the blind community in 2017.

@jake-abma
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The lack of a failure technique for “not having landmarks” (ARIA / HTML) is a missed opportunity while being a very strong and useful technique with great support nowadays.

As an addition to 2.0 it’s clear we won’t reach consensus, especially because of legacy, ending up here with the option @patrickhlauke mentioned:

turning this from a failure technique into a suggested technique

but, adding it as a new failure to 2.1 seems a valid approach and thus I agree with @DavidMacDonald

So that's why it is here, it is intended to apply to WCAG 2.1 to new sites that want to meet the new standard.

If 2.1 opens the door for new failures and with some more word crafting on top of the good basis already here for this technique we should elaborate this one further.

@Ryladog
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Ryladog commented Sep 17, 2017 via email

@detlevhfischer
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detlevhfischer commented Sep 17, 2017

There are several ways to meet 2.4.1 Bypass blocks where this seems to belong (or, more broadly, 1.3.1 Info and relationships) of which using landmarks or the equivalent structural markup nav, main, etc. is but one. I do not see the viability of a Failure technique here. For example, if there are but 2 or 3 sections on the page which have visible and properly marked-up content headings (i.e. not hidden headings saying Header, Navigation etc) this would probably be fine (at least not a showstopper) for non-visual use?
Also, some pages (e.g. within processes) may not need that type of mark-up. IIt will be difficult if not impossible to conclusively draw the line as to when a page would fall under such a Failure and when it might or should be exempt.

@johnfoliot
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johnfoliot commented Sep 17, 2017 via email

@jake-abma
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jake-abma commented Sep 17, 2017

@detlevhfischer I do see your point here for 2.4.1, but if we take a step back and look at it from another perspective there may as well be a solid case.

Not to comply to 2.4.1 but looking at 1.3.1, just as we expect a visual heading to be a H1, H2 etc. we also could expect a main content area to be a <main>, a header to be <header> and a footer to be a <footer> etc.

The other ways to comply to 2.4.1 (skiplinks, headings, textual alternatives) which may also be used for a kind of navigation are not totally in the same line as proper landmarks, a landmark list, landmark keyboard short cut and the clearness of what it, where it goes and what the meaning is supposed to be of the content in that area.

Faking the meaning of landmarks for instance with headings will demand the same text strings like “complementary” and, in contrast to real landmarks, will / may be part of a document outline which makes it way harder to use for the same purpose.

@detlevhfischer
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Hi Jake,
I was not arguing that not using landmarks / native markup would be as good as using them - just that not using them might not be enough to fail certain types of pages.

@jake-abma
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jake-abma commented Sep 17, 2017

Clearly well defined @johnfoliot, that makes it difficult to get a word in edgewise… :-)

I see the bump here and can’t do anything else than agree but still it feels like the way visual appearance, “markup language” and 1.3.1 should work together (e.g. just as for headings and the heading code H1 etc.) it’s a bit of a shame we do (may) have a visual distinction in a page “I can see” but we don’t demand this to be programmatically determinable for users who can’t but just as well need (and may use to navigate)

The lack of standard visual appearance for landmark elements, the late appearance in time (HTML5) are probably the cause they then not belong to 1.3.1. if not used… :-(

@johnfoliot
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johnfoliot commented Sep 17, 2017 via email

@DavidMacDonald
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No, but it is a new idea.

The first sentence of this issue says:

This is an issue originally filed as Issue #173 for WCAG 2. I've moved it here, which is the active list. It has good momentum and agreement from many AGWG members. It is intended for WCAG 2.1, not 2.0.

Does it need be any clearer?

@detlevhfischer
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detlevhfischer commented Sep 24, 2017

If this is a new Failure Technique for an 'old' WCAG 2.0 SC that persists in 2.1, then it would seem odd to exclude it from application in 2.0 conformance tests.

The general idea has been that as technologies change, new Techniques will be added and others might drop out because better solutions exists and the old way is no longer recommended (this could apply to using accessibly hidden headings to meet SC 2.4.1 - not sure whether such a technique exists, but it could).
In that sense, new Techniques, even very focused Failure Techniques like the ones JF has sketched, make sense.
I think the attempt to limit this Failure to 2.1 conformance claims is missing the point that it will not always apply to all content, which I think has been convincingly argued. This objection holds even if there was consensus to tie Techniques to particular WCAG releases (which I think would further complicate an already very complex standard and make its application more difficult).

@DavidMacDonald
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DavidMacDonald commented Sep 24, 2017

it will not always apply to all content, which I think has been convincingly argued

Can you provide an example of where it would not apply? If something is not designed to visually look like a header, footer, search component, navigation or aside, then there is no requirement. If there is such an example that cannot be managed through the language of the failure, then of course I would concede this failure.

I think that if something looks like a duck, walks like a duck, and talks like a duck, it should be called a "duck" so that blind people will know what it is and how to get there.

@detlevhfischer
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detlevhfischer commented Sep 24, 2017

Hi David, I don't see the need to dig up additional examples. Just look at the situations Jake has described above in his comment.
One further example would be the use of <nav> or role=navigation. We have had (in tandem tests and in quality assurance) various discussions about pages using landmarks where we have debated whether an author should have marked up all navigation constructs including breadcrumb, or whether sticking to fewer might actually be advantageous for non-sighted use. I think this is an open call and depends on the complexity of the page - and is certainly not something that can be nailed down with the hammer of a Failure technique.

@jake-abma
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@DavidMacDonald whether or not this one will make it for this round, I do like to mention a concern (or two)

There are two issues I'm not yet comfortable with starting with "visually designed".
What is the definition of "visually designed" in this case and when does this not apply?
In fact, every page, part of pages, are by definition "visually designed" even when there's almost nothing on it or no colors and lots of white space, that's all about aesthetics.
There's no rule in visual design that parts need to be mandatory visually distinct.
Only focusing on "visually designed" will miss great opportunity to capture so much more use cases for landmarks...
In 1.3.1 we're talking about "information, structure and relationship conveyed through presentation (rendering of content) not visual design.

This brings me right to the next issue which gives a somewhat awkward feeling.
Landmarks are not visual elements / roles but should contain specific content in context.
Judging visual appearance with context elements / roles looses lots of otherwise useful implementation options.

So, even when totally agreeing that clear headers with header content and a visual distinction need landmarks, it probably needs to be judged on its contextual content to be fully effective.

@Ryladog
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Ryladog commented Sep 24, 2017 via email

@DavidMacDonald
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Just some situations:

A: The Header and Footer have backgrounds but the contrast doesn’t pass the 4.5:1 condition. It’s just a very light grey while the rest of the page is white. Is this enough? Do we need to account for a specific contrast ratio?

If there is distinct content in those sections and a visual indication it should have a landmark

B: The Header has 200px height but only the top 30px are dark with some white links, the rest of the 170px is white with a white Main below it. The Header has content (a main menu with colours and styling) which sets them apart from the rest of the page so you could make up what the header is, but also not really. Will it pass or not?

I think the clue here is the discussion of the characteristics of header. It would require a role.

C: There is a Header, Main, Footer and the Body has a gradient on the whole page with dark overlap of the Header and part of the Main, turning light in colour and ending at the footer again with dark. The Header and a part of the Main has light text (on the dark part of the gradient) but this ‘turn’ a bit further down the Main. Will it pass or fail?

Again there is discussion of the different parts of the page. Those sections would require roles.

D: There are ‘cards’ or ‘panels’ on the right with no other coloured background but visually you could argue (also because of the content) it’s an Aside (complementary). But also there’s content in the ‘panels’ / ‘card/ which doesn’t really belong to the Aside. Will it pass or not?

If there content makes up part of the main topic of the page it does not require a new role for aside.

E: A designer just likes to add borders / horizontal rows / vertical rows on the page. The are between the Header and Main, but also in the Main itself. The contrast is very light though. Is it enough to pass or fail?

If the content in those sections was distinct and there are visual indicators it would require roles.

F: The Header and Main have a ‘image’ between them (some place them in the Main, Some in the Header). Is this enough to pass / fail?

The image does not need a role.

One further example would be the use of

or role=navigation. We have had (in tandem tests and in quality assurance) various discussions about pages using landmarks where we have debated whether an author should have marked up all navigation constructs including breadcrumb.

If navigation roles are on the main menu and secondary menu and there are a bunch of sub menus, which have been optimized, they would not require a role. We could address that in the language without difficulty.

@jake-abma
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jake-abma commented Sep 24, 2017

So, concluding we always have some form of visual indication and it's all about contextual content, are we just making Landmarks mandatory, period, as sites, except, maybe, for-one off promo pages, always contain contextual content fitting in landmark definitions? (Not taking into account the different perceptions of the right use of landmark)

@DavidMacDonald
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DavidMacDonald commented Sep 24, 2017

If there is a visual indicator of a header, footer, main, search, aside, navigation AND there is distinct content in those sections, then yes.... we are saying there should be landmarks. In years of constant audits, I've never had an author say, "I can't do that". If fact they've always said, "oh sure, that's an easy win". I think perhaps I should post the failure text again.

Ø "Failure of 1.3.1 due to regions of a page which are visually distinct​ ​AND which ​contain distinct groups of content (headers, footers, navigation bars, main content, asides) not being programmatically determinable or identified by text."

@jake-abma
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The conditions for the visual indicator are still not clear. Is a main navigation on it's own enough for a visual indication? If yes, a main navigation without a nav or role navigation will always fail? Same for other UI components like search. Are conditions met because they are there?

And for distinct groups, is this meant to be plural? As in, one group of links in an Aside don't need to comply although the best practice is they should be part of an Aside?
The same for other landmarks like footer with only one ordered list or search with only an input and button.

@mraccess77
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@Ryladog wrote And 1.3.1 is about providing programmatically access to visually
apparent relationships.

Programmatically OR as text. Use of a heading at the start of a section communicates that section iva text. I support requiring visual information relationships being communicated programmatically -- but this does not require ARIA landmarks -- WCAG can't require specific technologies be used. So this could be met through lists, headings, heading text, text labels, or in situations where the purpose is ambiguous to all users or simply decorative -- nothing extra is needed. I would suggest that we come up with specific failure situations and what could be used to not fail. Failures are helpful for others to have some examples of the groups thought process I support adding more failures that are true failures.

@Ryladog
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Ryladog commented Sep 25, 2017 via email

@mraccess77
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  1. "Distinct" doesn't necessarily mean that it communicates information needed to understand the relationship. Decorative content can be distinct.
  2. As I said I would support a failure if it allowed a range of solutions such as use of an headings as an example of programmatic determination.
  3. The Failure doesn't seem to cover sections or articles -- is the parenthesis just example or an inclusive list of what is covered?

@johnfoliot
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johnfoliot commented Sep 25, 2017 via email

@johnfoliot
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As a clarification of my previous comment, David previously stated:

The first sentence of this issue says:

This is an issue originally filed as Issue #173 for WCAG 2. I've moved it here, which is the active list. It has good momentum and agreement from many AGWG members. It is intended for WCAG 2.1, not 2.0.

Does it need be any clearer?
(#310 (comment))

Note that the link to Issue #173 applies to a completely different subject (Printing), and has nothing to do with Failure techniques, so I'm sorry, but what is David talking about, exactly? I have no idea.

JF

@DavidMacDonald
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DavidMacDonald commented Sep 26, 2017

The link has always been correct.

The issue refers correctly to Issue #173 for WCAG 2 in the WCAG 2 repository ... not this WCAG 2.1 repository, where, as you mention, number 173 goes to printing.

@johnfoliot
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johnfoliot commented Sep 26, 2017 via email

@johnfoliot
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johnfoliot commented Oct 4, 2017

Related to a "Mechanism" in David's comment, some Working Group members may not be aware of the following: https://www.w3.org/2017/Process-20170301/#Consensus
Any attempts to override W3C process are clearly out-of-scope for this Working Group.

I have categorically and repeatedly stated that I am not opposed to Failure Techniques per-se, but equally I am on record as opposing THIS particular proposal for the technical reasons I have previously outlined on multiple occasions. I have also previously suggested some potential Failure Techniques that could be applied around the correct (versus incorrect and thus failing) usage of Landmark elements and roles, and so any attempt to try and make this appear as a black and white opposition to Failure Techniques is both insulting and patently and provably false.

I also note with continued frustration that while we currently have a Success Technique that shows how using ARIA Landmark roles can achieve success for this Success Criteria, we still lack a Success Technique that does the same for HTML 5's Landmark elements (yet David keeps pushing for a Failure Technique if they aren't present).

Thus, what this proposed Failure Technique appears to be seeking is that content authors MUST meet a specific code-pattern requirement, as opposed to meeting a specified functional outcome, which is yet one more reason to reject this overly broad proposal.

Finally, elsewhere Katie wrote:

There is no SC that says use headings in WCAG 2.0 (nor should there be).

Respectfully, that's simply not true:
Success Criteria 2.4.10 Section Headings: Section headings are used to organize the content. (Level AAA)

What is true is that 'There is no SC that says use Landmarks in WCAG 2.0 (nor should there be).'

If this Working Group wishes to address that current gap, then that is a reasonable observation to open up for discussion. Meanwhile, any Failure Technique that seeks to re-define existing SC in WCAG 2.0 will continue to be rejected as out-of-scope and fundamentally changing the backward compatibility requirements we are working under.

@Ryladog
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Ryladog commented Oct 4, 2017 via email

@johnfoliot
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luckily the decision to include new Failure Techniques is not up to one working group participant.

My opposition isn't to adding ANY Failure Techniques (despite the fact that you and David keep suggesting that, and DESPITE THE FACT THAT I'VE PUBLICLY STATED OTHERWISE - and here as well), but rather my opposition to this specific proposed Failure Technique, based upon the technical reasons I've previously given, as well as concerns raised by others in this thread.

Continuing to suggest otherwise is nothing but an ad hominem attack on your part.


...the suggested failure (Failure Technique around page regions (Header, Footer, Nav, Main etc.) language doesn’t say anything about requiring landmarks at all...

The proposed text states:

If the design visually indicates any of the following:

  • header/banner
  • footer/contentinfo (Question: what exactly does a contentinfo region visually look like?)
  • navigation section
  • complementary/aside
  • search region
  • main region which is visually different from other parts of the page

Then the absence of programmatic indications of those sections or a text description for those who cannot see would trigger the failure.

(So, in other words, I have to either use the <main> element or somehow state in text "This is the main content of the page", because those are apparently the only two options to avoid this Failure Technique, and failing to do either means it would "...trigger a failure" on any page currently reporting conformance to SC 1.3.1 today without either condition present)

Additionally, David's response of 10 days ago also confirms that this is about Landmarks:

"If there is a visual indicator of a header, footer, main, search, aside, navigation AND there is distinct content in those sections, then yes.... we are saying there should be landmarks."

You are free to believe this isn't about requiring Landmarks, but I think the above quoted text makes it clear to many of us this is exactly about requiring Landmarks (especially when the author of the proposal comes right out and says so).

While I have been the most vocal about this, there are others voicing concerns about this proposal as well:

Feel free to argue against the technical concerns, but stop attempting to make this about me (or others opposed to this proposal), or presuming to know what my or others motivations and goals are.

Better yet, perhaps follow your own suggestion that "...we table this until after 2.1." That, I could support fully.

Thanks.

@Ryladog
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Ryladog commented Oct 5, 2017 via email

@DavidMacDonald
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DavidMacDonald commented Oct 6, 2017

I have also previously suggested some potential Failure Techniques that could be applied around the correct (versus incorrect and thus failing) usage of Landmark elements and roles

The suggestion is in favour of failing someone for trying to do the right thing, but not failing a author for not trying? Shouldn't we put the cart before the horse?

@joshueoconnor
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@DavidMacDonald Can this be closed?

@DavidMacDonald
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Let's punt it to a techniques discussion, so leave it open but defer it to after Rec.

@michael-n-cooper
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Migrated to #307.

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