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Add info/content on the WCAG exemptions in regulatory work #145

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maryjom opened this issue Apr 14, 2023 · 19 comments
Closed

Add info/content on the WCAG exemptions in regulatory work #145

maryjom opened this issue Apr 14, 2023 · 19 comments

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@maryjom
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maryjom commented Apr 14, 2023

Both US Section 508 and EN 301 549 have exemptions to applying four WCAG 2.0 SC:

These exemptions should also be added to the updated WCAG2ICT.

Quoted from Discussion topic from Sam

From Mary Jo: There is also 3.2.6 Consistent Help that is one of the "sets of" criteria where we should warn about applying since it is new in WCAG 2.2.

@maryjom
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maryjom commented Feb 29, 2024

Survey results polling the TF's thoughts on this. Follow-up discussion in 22 Feb. TF meeting, though brief. Also, assigned this issue to those who answered in the survey that they could help draft.

@bruce-usab @Lboniello @loicmn Do you want me to start up a Google doc for the development of the draft content? Was thinking if we add one specific example for an SC and show how we can specify where it is not applied or is only applied in specific situations then we can see the examples.

@maryjom
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maryjom commented Feb 29, 2024

In the survey, Loïc suggested the following text, which is a good starting point:

NOTE: This success criterion is being excepted in EN 301 549 for non-web documents and software programs because "set of non-web documents or software programs" are considered to be rare.

@maryjom
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maryjom commented Feb 29, 2024

Per the more extensive discussion of the survey results on 29 February, the TF agreed we should include a more generic statement that indicates to look into the regulations and standards where WCAG is applied to non-web technologies to see how they handled the "sets of" SCs.

My post-meeting thought: We may want to think about having a similar statement in the SC Problematic for Closed Functionality as the interpretation is different for 508 vs. the EN on this.

@maryjom
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maryjom commented Mar 6, 2024

@loicmn @Lboniello @bruce-usab How's the proposal going? How can I help?

@bruce-usab
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Follows is a first draft, only addressing U.S. 508.

The 2013 WG Note impacted how WCAG 2.0 was adopted into U.S. 508 Regulation. See preamble of final rule, B. Application of WCAG 2.0 to Non-Web ICT (82 FR 5790, 18 Jan 2017). This section concludes (emphasis added):

To address concerns expressed by some commenters and the working group regarding the application of a few WCAG 2.0 Success Criteria to non-Web documents and non-Web software, in the final rule we have excepted non-Web documents and non-Web software from compliance with these criteria. Specifically, non-Web documents and non-Web software need not comply with WCAG 2.0 Success Criteria 2.4.1 Bypass Blocks, 2.4.5 Multiple Ways, 3.2.3 Consistent Navigation, and 3.2.4 Consistent Identification. Additionally, we added new provisions to instruct the reader when applying WCAG 2.0 to non-Web documents and non-Web software to replace the term “Web page” with the term “document” or “software.” We added this exception and new provisions where applicable throughout the final rule text.

@pday1
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pday1 commented Mar 15, 2024

Very rough notes from discussion on 15 March. Language needs polishing, but the idea is something along these lines is added to the end of the Background section.

Not all SCs have been fully adopted in all local regulations and legislation, and may not be applicable to all technologies. WCAG2ICT was also used to determine whether or not to apply certain SCs. For example, some local standards such as Section 508 in the US, non-Web documents and non-Web software need not comply with WCAG 2.0 Success Criteria 2.4.1 Bypass Blocks, 2.4.5 Multiple Ways, 3.2.3 Consistent Navigation, and 3.2.4 Consistent Identification. Regulators should consider the applicability of individual SCs.

@pday1
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pday1 commented Mar 15, 2024

Also add general sentence to each of the "sets of" SCs that points back to this new paragraph in the Background section. (Success Criteria 2.4.1 Bypass Blocks, 2.4.5 Multiple Ways, 3.2.3 Consistent Navigation, and 3.2.4 Consistent Identification, plus new one in 2.2 that also covers sets of)

Local regulations and guidance may not apply this SC, see background section in document for more information

@loicmn
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loicmn commented Mar 18, 2024

Sorry for my lack of activity. I suggest to add some text to also refer to EN 301 549, expanding @pday1's proposal (I've also expanded SCs as success criteria):

Not all success criteria have been fully adopted in all local regulations and legislation, and may not be applicable to all technologies. WCAG2ICT was also used to determine whether or not to apply certain success criteria. For example, some local standards such as Section 508 in the US, and EN 301 549 in Europe, state that non-Web documents and non-Web software do not need to comply with WCAG 2.0 Success Criteria 2.4.1 Bypass Blocks, 2.4.5 Multiple Ways, 3.2.3 Consistent Navigation, and 3.2.4 Consistent Identification. In addition, EN 301 549 also states that non-Web software does not need to comply with 2.4.2 Page titled and 3.1.2 Language of parts. Regulators should consider the applicability of individual success criteria.

@GreggVan
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GreggVan commented Mar 18, 2024 via email

@maryjom
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maryjom commented Mar 19, 2024

As an FYI, there is already some content regarding Section 508 and EN 301 549 use of WCAG2ICT in the Background section of the document. I cannot tell from the above proposals whether this content is intended to amend that section or to be added to the individual "Applying Success Criteria..." sections for the 5 SC that are interpreted to apply to "sets of non-web documents and software".

My personal recollection from our meeting discussion, as documented in our meeting minutes from 29 February was that we would keep the statement quite simple. See the poll at the end of the topic with where we agreed:

Take the direction that we generically say to look to regulatory standards that apply WCAG to see exactly if and how this SC is applied.

For the 5 criteria that WCAG2ICT interpreted to apply to "sets of software" and "sets of documents", I suggest something like:

NOTE: Check regulatory standards that apply WCAG to non-web documents and software (e.g., U.S. Revised 508 and EN 301 549 ) to determine whether or how this success criterion is applied.

@maryjom
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maryjom commented Mar 26, 2024

Any progress? Need to get a proposal together to survey so we can close this out.

@GreggVan
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GreggVan commented Mar 28, 2024

PROPOSAL (put this note on the "sets of web pages" SC)
NOTE: see special comment in section [name location in WCAG2ICT] titled Treatment of SC with "set of web pages" in them

(then put this somewhere toward the end of the overall doc )
Treatment of SC with "set of web pages" in Them
There are several WCAG Success Criteria where the phrase "set of web pages" is used. These are meant to apply to sets of "pages" or "screens" that are meant to be treated as a set rather than as individual items.
For documents - the closest thing would be the pages in a single document. It could also be a set of documents meant to be treated as single unit that is published together at the same time. Options may be to "apply as written to the pages in a single document" or "apply as writtento sets of documents that are published and always updated together at the same time and intended to be treated as a single item" such as a set of volumes.
For software - the closest thing would be the different parts or views within a software program. However, we found no way to define discreet "different parts or views" of software. And sets of software that are meant to be used as a unit and always published and updated at the same time are rare. Options for software may be to make this a should and word it as applying within software - or skipping this when applying this to software.

@maryjom
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maryjom commented Mar 28, 2024

@GreggVan I not sure your suggested changes would have helped the person who was confused about what you would consider a "set of software" or "set of documents" as they interpreted it to apply to views within a mobile application and were applying these SC where they should not have - even after reading the definitions.

Additionally, there is already a pointer to the definitions in these "sets of" SC which also wasn't helpful to the person reporting the issue. See an example in Note 1 of the guidance on applying 2.4.1 Bypass Blocks. The current content is:

See set of documents and set of software programs in the Key Terms section of the Introduction to determine when a group of documents or pieces of software is considered a set for this success criterion. (Sets of software that meet this definition appear to be extremely rare.)

@pday1
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pday1 commented Mar 29, 2024

Latest from issue conversation: taken from Loic's input, and Gregg's comments on that.

Not all success criteria have been fully adopted in all local regulations and legislation, and may not be applicable to all technologies. WCAG2ICT was also used to determine whether or not to apply certain success criteria. For example, some local standards such as Section 508 in the US, and EN 301 549 in Europe, state that non-Web documents and non-Web software do not need to comply with WCAG 2.0 Success Criteria 2.4.1 Bypass Blocks, 2.4.5 Multiple Ways, 3.2.3 Consistent Navigation, and 3.2.4 Consistent Identification. In addition, EN 301 549 also states that non-Web software does not need to comply with 2.4.2 Page titled and 3.1.2 Language of parts. Regulators should consider the applicability of individual success criteria to non-web content.

@pday1
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pday1 commented Mar 29, 2024

Content to be inserted to end of Guidance section, with new sub-heading. (Possibly "Interpretation of web terminology in a non-web context").

Then this content is inserted after NOTE 2

Not all success criteria have been fully adopted in all local regulations and legislation, and may not be applicable to all technologies. WCAG2ICT was also used to determine whether or not to apply certain success criteria. For example, some local standards such as Section 508 in the US, and EN 301 549 in Europe, state that non-Web documents and non-Web software do not need to comply with WCAG 2.0 Success Criteria 2.4.1 Bypass Blocks, 2.4.5 Multiple Ways, 3.2.3 Consistent Navigation, and 3.2.4 Consistent Identification. In addition, EN 301 549 also states that non-Web software does not need to comply with 2.4.2 Page titled and 3.1.2 Language of parts. Regulators should consider the applicability of individual success criteria to non-web documents and software.

@pday1
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pday1 commented Mar 29, 2024

Then for adding to the 5 SCs: Regulators should consider the applicability of individual success criteria to non-web documents and software. See section [ref to the new section at end of guidance section]

maryjom added a commit that referenced this issue Apr 3, 2024
This PR is to propose changes to the document to address Issue #145.
@maryjom
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maryjom commented Apr 3, 2024

PR #330 is ready for TF review.

@maryjom
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maryjom commented Apr 18, 2024

The TF began discussions of the survey results reviewing PR 330 on 18 April, but only got as far as the first question. (See discussion of survey results). Still mulling over what would be the details of the text needed in light of the new DoJ Rule which points implementers to W3C guidance to determine applicability.

@maryjom
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maryjom commented May 3, 2024

During the 2 May meeting, the TF reached consensus on the content which will be incorporated into PR #330 and merged into the document.

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