Accessible Digital Office Document (ADOD) Project

Date of Current Version: 9 Apr 2013
Latest Version: http://inclusivedesign.ca/accessible-office-documents/powerpoint2007

Quick Reference

• Usage Notes
• Technique 1. Use Accessible Templates
• Technique 2. Set Document Language
• Technique 3. Use Built-In Layout and Styling Features
• Technique 4. Set a Logical Tab Order
• Technique 5. Use Slide Notes
• Technique 6. Provide Text Alternatives for Images and Graphical Objects
• Technique 7. Use Built-In Structuring Features
• Technique 8. Create Accessible Charts
• Technique 9. Make Content Easier to See
• Technique 10. Make Content Easier to Understand
• Technique 11. Check Accessibility
• Technique 12. Use Accessibility Features when Saving/Exporting to Other Formats
• Technique 13. Consider Using Accessibility Support Applications/Plugins
• Accessibility Help
• References and Resources
• Acknowledgments
  

Usage Notes

At the time of testing (January 10, 2011), PowerPoint 2007 provides a set of accessibility features that is sufficient to enable the production of accessible digital office documents. However, PowerPoint 2007 does not include an accessibility checking feature.

What’s an “Office Document”?

You should use these techniques when you are using PowerPoint 2007 to create documents that are:

• Intended to be used by people(i.e., not computer code),
• Text-based (i.e., not simply images, although they may contain images),
• Fully printable(i.e., where dynamic features are limited to automatic page numbering, table of contents, etc. and do not include audio, video, or embedded interactivity),
• Self-contained (i.e., without hyperlinks to other documents, unlike web content), and
• Typical of office-style workflows(Reports, letters, memos, budgets, presentations, etc.).

If you are creating forms, web pages, applications, or other dynamic and/or interactive content, these techniques will still be useful to you, but you should also consult the W3C-WAI Web Content Accessibility Guidelines (WCAG 2.0) because these are specifically designed to provide guidance for highly dynamic and/or interactive content.

File Formats

The default file format for PowerPoint 2007 is Office Open XML (PPTX).
In addition, PowerPoint 2007 offers many other presentation processor and web format saving options. Most of these have not been checked for accessibility, but some information and/or instructions are available for the following formats in Technique 12 (below):

• MS PowerPoint (PPT)
• PDF
• HTML

Document Conventions

We have tried to formulate these techniques so that they are useful to all authors, regardless of whether they use a mouse. However, for clarity there are several instances where mouse-only language is used. Below are the mouse-only terms and their keyboard alternatives:

• *Right-click: To right-click with the keyboard, select the object using the Shift+Arrow keys and then press either (1) the “Right-Click” key (some keyboard have this to the right of the spacebar) or Shift+F10.

Disclaimer and Testing Details:

Following these techniques will increase the accessibility of your documents, but it does not guarantee accessibility to any specific disability groups. In cases where more certainty is required, it is recommended that you test the office documents with end users with disabilities, including screen reader users.

The application-specific steps and screenshots in this document were created using Microsoft PowerPoint 2007 (ver. 12.0.6535.5002, Windows 7, Jan. 2011) while creating a PPTX document. Files are also easily saved as other file formats (see Technique 12, below).

This document is provided for information purposes only and is neither a recommendation nor a guarantee of results. If errors are found, please report them to: adod-comments@idrc.ocad.ca.

Technique 1. Use Accessible Templates

All office documents start with a template, which can be as simple as a blank standard-sized page or as complex as a nearly complete document with text, graphics and other content. For example, a “Meeting Minutes” template might include headings for information relevant to a business meeting, such as “Actions” above a table with rows to denote time and columns for actions of the meeting.
Because templates provide the starting-point for so many documents, accessibility is critical. If you are unsure whether a template is accessible, you should check a sample document produced when the template is used (see Technique 11, below).

PowerPoint 2007’s default template for new documents is a blank presentation. If you are connected to the internet, you can access a variety of blank business presentation templates through Office.com. These are all accessible by virtue of being blank.

It is possible to create your own accessible templates from scratch in PowerPoint 2007. As well, you can edit and modify the existing prepackaged templates, ensuring their accessibility as you do so and saving them as a new template.

To create an accessible template

1. Create a new document
2. Ensure that you follow the techniques in this document
3. When you are finished you should also check the accessibility of the document (see Technique 11, below)
4. Go to menu item: Office > Save As > Other Formats
5. In the Save as type list, select PowerPoint Template
6. In the File name box, type a name for the template. Using a descriptive File name (e.g., “Accessible Sales Template”) will increase the prominence of the accessibility status. As well, filling in the text box labeled Tags with the term “accessibility” will improve its searchability as an accessible file.
7. Select Save

To select an accessible template

Only use these steps if you have an accessible template available (e.g. that you previously saved). Otherwise, simply open a new (blank) document.

1. Go to menu item: Office > New
2. Under Templates, select My templates…
   
3. In the New Presentation dialog, select your accessible template from the list
4. Select OK
   
   
5. A new document based on the template will be displayed. If you have chosen an accessible template, the document will be accessible at this point. As you add your content (e.g., text, images, etc.), ensure that you consult the sections that follow to preserve accessibility.

Technique 2. Set Document Language

In order for assistive technologies (e.g., screen readers) to be able to present your document accurately, it is important to indicate the natural language of the document. If a different natural language is used for a paragraph or selected text, this also needs to be clearly indicated.

To change the default language

1. In the operating system, activate the keyboard layout for the language in which you want to create and edit text
2. Right-click* the status bar at the bottom of the window, ensure that Language is selected, this displays a reminder of the active keyboard layout in the status bar
   

To apply a language directly to selected text

1. Select the text
2. Go to menu item: Review
3. In the Proofing section, select the Language button
4. In the Mark selected text as box, select the language from the list
5. Select OK
   

Technique 3. Use Built-In Layout and Styling Features

PowerPoint 2007 does not provide "True Headings" or "Named Styles" as does Word 2007.

3.1 Use Built-In Slide Layouts

Instead of creating each slide in your presentation by starting from a blank slide, check whether there is a suitable built-in layout.
Note: The built-in layouts can be more accessible to users of assistive technologies because technologies sometimes read the floating items on the slide in the order that they were placed on the slide. The built-in layouts have usually taken this into account (e.g., “Title” first followed by other items, left to right and from top to bottom). If you create slide layouts from scratch, it is sometimes difficult to keep track of the order elements were placed.

To apply “true layout” to a slide

1. Go to menu item: Home
2. In the Slides section, select the Layout button
3. Select the layout you would like to use from the drop down menu
   

3.2 Customize Using Master Slides

If a layout must be customized, it is recommended that Master Slides be used.
Every slide layout in a presentation is defined by its master slide. A master slide determines the formatting style for various elements of the slide layout. This includes font styles, character formatting, and the positioning of elements. Essentially, each master slide acts as a design template for the slide layout.
If you edit any aspect of the slide layout in the master slide, the change will affect all slides that were created based on it. For this reason, it is good practice to edit the master slide and use the slide layouts before building individual slides. It is essential that you create and use master slides that meet the accessibility requirements outlined in this document.

To create or customize a master slide

1. Go to menu item: View
2. In the Presentation Views section, select the Slide Master icon
3. The current slide master with its associate layouts appears
   Note: If you have the Normal view open, the slide master is the larger slide image in the slide thumbnail pane. The associated layouts are positioned beneath the slide master.
4. Customize the existing master slide and its associated layouts to suit your needs (e.g., apply a design, theme-based colors, fonts, effects, backgrounds) ensuring that your changes meet accessibility requirements
5. Go to menu item: Office > Save As > Other Formats
6. In the File name box, type a file name
7. In the Save as type list, select PowerPoint template
8. Select Save
9. On the Slide Master tab, in the Close section, select Close Master View
   

Technique 4. Set a Logical Tab Order

Many presentation applications create content composed almost exclusively of "floating" objects. This means that they avoid the transitions between in-line content and secondary "floating" objects (text boxes, images, etc.) that can cause accessibility issues in word processors.

However, when you are working with "floating" objects, it is important to remember that the way objects are positioned in two dimensions on the screen may be completely different from how the objects will be read by a screen reader or navigated using a keyboard. The order that content is navigated sequentially is called the "Tab Order" because often the "Tab" key is used to navigate from one "floating" object to the next.

To set the tab order using the ‘Selection Pane’

1. Go to menu item: Home
2. In the Drawing section, select Arrange > Selection Pane…
3. In the Selection and Visibility pane, all the elements on the slide are listed in reverse chronological order under Shapes on this Slide
4. Elements can be re-ordered using the Re-order buttons located at the bottom of the Selection and Visibility pane
   Note: The tab order of elements begins at the bottom of the list and tabs upwards.
   

Technique 5. Use Slide Notes

A useful aspect of presentation applications is the facility to add notes to slides, which can then be read by assistive technologies. You can use these slide notes to explain and expand on the contents of your slides in text format. Slide notes can be created as you build your presentation.

To add notes to your slides

1. Go to menu item: View
2. In the Presentation Views section, select Normal to ensure that the notes panel is in view
   Note: You can then select menu item Home, to access text formatting options
3. The Notes Pane can be found at the bottom of the window, below the slide
4. Type and format your notes within the Notes Pane below each slide
   

Technique 6. Provide Text Alternatives for Images and Graphical Objects

When using images or other graphical objects, such as charts and graphs, it is important to ensure that the information you intend to convey by the image is also conveyed to people who cannot see the image. This can be accomplished by adding concise alternative text to of each image. If an image is too complicated to concisely describe in the alternative text alone (artwork, flowcharts, etc.), provide a short text alternative and a longer description as well.

Alternatively, you can include the same information conveyed by the image within the body of the document, providing the images as an alternate to the text. In that case, you do not have to provide alternate text within the image.

To add alternative text to images and graphical objects

1. Right-click* the object
2. Select Size and Position…
3. Select the Alt Text tab
4. Fill in the Alternative text box
   

Technique 7. Use Built-In Structuring Features

7.1 Tables

When using tables, it is important to ensure that they are clear and appropriately structured. This helps all users to better understand the information in the table and allows assistive technologies (e.g., screen readers) to provide context so that the information within the table can be conveyed in a meaningful way.

To add a table with headings

1. Go to menu item: Insert
2. In the Tables section, select the Tables icon
3. Select the number of rows and columns you would like your table to have
4. Select the table and a Table Tools menu item should appear
5. Go to menu item: Table Tools > Design
6. In the Table Style Options section, select the Header Row check box

7.2 Lists

When you create lists, it is important to format them as “real lists”. Otherwise, assistive technologies will interpret your list as a series of short separate paragraphs instead of a coherent list of related items.

To create an ordered or unordered list

1. Go to menu item: Home
2. In the Paragraph section, select the Bullets icon for unordered lists or select the Numbering icon for ordered lists
3. To select a different list format, select the arrow beside the icon
4. Select a format from the format Library that appears in the drop-down menu

To modify list styles

1. Go to menu item: Home
2. In the Paragraph section, select the arrow beside the Bullets icon for unordered lists or select the arrow beside the Numbering icon for ordered lists
3. Select Define New Bullet… to create a new unordered list format
4. Select Define New Number Format… to create a new ordered list format
5. In the New Bullet dialog or the New Number Format dialog, select the list characteristics
6. Select OK

7.3 Columns

Use Columns feature for placing text in columns. However, because columns can be a challenge for users of some assistive technologies, you should consider whether a column layout is really necessary.

7.4 Document Title

In case the document is ever converted into HTML, it should be given a descriptive and meaningful title.

To change the title of the current document

1. Go to menu item: Office > Prepare > Properties
2. In the Document Properties section that appears, select the Title text box
3. Enter the Title
   Note: The Title defined in the properties is different than the file name. It is also unrelated to the template name, discussed above.
   

Technique 8. Create Accessible Charts

Charts can be used to display data in meaningful ways for your audience. It is important to ensure that your chart is as accessible as possible to all members of your audience. All basic accessibility considerations that are applied to the rest of your document must also be applied to your charts and the elements within your charts. For example, use shape and color, rather than color alone, to convey information. As well, some further steps should be taken to ensure that the contents are your chart are appropriate labeled to give users reference points that will help to correctly interpret the information.

To create a chart

1. Select a Slide Layout that contains a placeholder for a chart (see Technique 3.1, above)
2. Select the Insert Chart icon from the center of the placeholder
3. Select a Chart Type from the Chart Gallery
4. Select OK
   Note: This will open the Excel document titled “Chart in Microsoft Office PowerPoint”, where you can input the data you would like to include in the chart. When you have done this, simply close the Excel window and the data will appear on the chart in the PowerPoint presentation.

To add titles and labels

1. In the Chart Tools menu section, go to menu item: Layout
2. In the Labels section, select the type of title or label you would like to define (e.g., Chart Title, Axis Titles, Data Labels)

To apply a predefined Chart Layout

1. In the Chart Tools menu section, go to menu item: Design
2. In the Chart Layouts section, select a Quick Layout from the scrolling Chart Layouts gallery

To change to a different predefined Chart Type

1. In the Chart Tools menu section, go to menu item: Design
2. In the Type section, select the Change Chart Type icon
3. In the Change Chart Type dialog, select a chart type from the left pane
4. Select a Chart Design from the right pane
5. Select OK

Other Chart Considerations

• When creating line charts, use the formatting options to create different types of dotted lines to facilitate legibility for users who are color blind
• When creating bar charts, go to menu item: Chart Tools > Format and in the Shape Styles section select Shape Fill to apply a texture to help distinguish the bars
• Change the default colors to a color safe or gray-scale palette
• Use the formatting options to change predefined colors, ensuring that they align with sufficient contrast requirements (see Technique 9.2, below)

Technique 9. Make Content Easier to See

9.1 Format of Text

When formatting text, especially when the text is likely to printed, try to:

• Use font sizes between 12 and 18 points for body text.
• Use fonts of normal weight, rather than bold or light weight fonts. If you do choose to use bold fonts for emphasis, use them sparingly.
• Use standard fonts with clear spacing and easily recognized upper and lower case characters. Sans serif fonts (e.g., Arial, Verdana) may sometimes be easier to read than serif fonts (e.g., Times New Roman, Garamond).
• Avoid large amounts of text set all in caps, italic or underlined.
• Use normal or expanded character spacing, rather than condensed spacing.
• Avoid animated or scrolling text.

But can’t users just zoom in?Office applications do typically include accessibility features such as the ability to magnify documents and support for high contrast modes. However, because printing is an important aspect of many workflows and changing font sizes directly will change documents details such the pagination, the layout of tables, etc., it is best practice to always format text for a reasonable degree of accessibility.

9.2 Use Sufficient Contrast

The visual presentation of text and images of text should have a contrast ration of at least 4.5:1. To help you determine the contrast, here are some examples on a white background:

• Very good contrast (Foreground=black, Background=white, Ratio=21:1)
• Acceptable contrast (Foreground=#767676, Background=white, Ratio=4.54:1)
• Unacceptable contrast (Foreground=#AAAAAA, Background=white, Ratio=2.32:1)

Also, always use a single solid color for a text background rather than a pattern.
In order to determine whether the colors in your document have sufficient contrast, you can consult an online contrast checker, such as:

• Juicy Studio: Luminosity Color Contrast Ratio Analyzer
• Joe Dolson Color Contrast Spectrum Tester
• Joe Dolson Color Contrast Comparison

9.3 Avoid Using Color Alone

Color should not be used as the only visual means of conveying information, indicating an action, prompting a response, or distinguishing a visual element. In order to spot where color might be the only visual means of conveying information, you can create a screenshot of the document and then view it with online gray-scale converting tools, such as:

• GrayBit v2.0: Grayscale Conversion Contrast Accessibility Tool

9.4 Avoid Relying on Sensory Characteristics

The instructions provided for understanding and operating content should not rely solely on sensory characteristics such as the color or shape of content elements. Here are two examples:

• Do not track changes by simply changing the color of text you have edited and noting the color. Instead use PowerPoint 2007’s “Track Changes” feature to track changes.
• Do not distinguish between images by referring to their appearance (e.g. “the bigger one”). Instead, label each image with a figure number and use that for references.

9.5 Avoid Using Images of Text

Before you use an image to control the presentation of text (e.g., to ensure a certain font or color combination), consider whether you can achieve the same result by styling “real text”. If this is not possible, as with logos containing stylized text, make sure to provide alternative text for the image following the techniques noted above.

9.6 Avoid Transitions

Transitions between slides and elements in each slide (e.g., bullets in a list flying onto the screen) can be distracting to users with disabilities. It can also cause assistive technologies to read the slide incorrectly. For these reasons, it is best to avoid transitions altogether.

Technique 10. Make Content Easier to Understand

10.1 Write Clearly

By taking the time to design your content in a consistent way, it will be easier to access, navigate and interpret for all users:

• Whenever possible, write clearly with short sentences.
• Introduce acronyms and spell out abbreviations.
• Avoid making the document too “busy” by using lots of whitespace and by avoiding too many different colors, fonts and images.
• If content is repeated on multiple pages within a document or within a set of documents (e.g., headings, footings, etc.), it should occur consistently each time it is repeated.

10.2 Provide Context for Hyperlinks

Hyperlinks are more effective navigation aids when the user understands the likely result of following the link. Otherwise, users may have to use trial-and-error to find what they need.
To help the user understand the result of selecting a hyperlink, ensure that the link makes sense when read in the context of the text around it. For example, while it would be confusing to use “more information” as a link by itself on a page, it would be fine to use “more information” as a link in the following sentence: “The airport can be reached by taxi or bus (more information).”
To make the address of hyperlink clear when printing, you may wish to include the address in brackets following the descriptive text of the hyperlink.

To change link text

1. Highlight the link and right-click*
2. Select Edit Hyperlink (Ctrl + K)
3. Change the text in the Text to display box to something descriptive

10.3 Accessible Presentations

It is important to consider accessibility before, during, and after presentations. Below is a helpful link with guidance on how to make presentations accessible to all:

• “How to Make Presentations Accessible to All” (Source: W3C-WAI Draft)

Technique 11. Check Accessibility

At this time, Powerpoint 2007 does not offer a mechanism to check for potential accessibility errors in your document prior to publishing. [Tested: January 10th, 2011]
In order to get some indication of the accessibility of your document or template (see Technique 1), then you may consider saving the file into HTML or PDF in order to perform an accessibility check in one of those formats, as described below.

To evaluate HTML accessibility

Another option is to save the document into HTML format and use one of the web accessibility checkers available online. Such as:

• AChecker
• WebAIM Wave Web Accessibility Evaluation Tool

To evaluate PDF accessibility

If you saved your document in tagged PDF format, you can use the following tools and steps to evaluate the accessibility of the PDF document:

• Adobe Acrobat Professional
• PDF Accessibility Checker (PAC) – a free alternative provided by “Access for all”

To evaluate PDF accessibility in Adobe Acrobat Professional

1. Go to menu item: Advanced > Accessibility > Full Check…
2. In the Full Check dialog, select all the checking option
3. Select the Start Checking button

Technique 12. Use Accessibility Features when Saving/Exporting to Other Formats

In some cases, additional steps must be taken in order to ensure accessibility information is preserved when saving/exporting to formats other than the default.

PDF

PDF documents are not always accessible. Accessible PDF documents are often called “Tagged PDF” because they include “tags” that encode structural information required for accessibility. To evaluate the accessibility of your PDF document, see Technique 11 (above).

1. Go to menu item: Office > Save As > PDF or XPS
2. In the File name box, type a name for the file
3. Select the Options button
4. Under Include non-printing information in the Options dialog, ensure that the Document structure tags for accessibility check box is selected
5. Under PDF options, ensure that Bitmap text when fonts may not be embedded check box is de-selected
6. Select OK and Save
   
   

HTML

1. Go to menu item: Office > Save As > Other Formats
2. In the File name box, type a name for the file
3. In the Save as type box, select Web Page
4. Select Save
5. Check the HTML file for accessibility (see Technique 11, above)

To clean up your HTML file

• Remove unnecessary styles, line breaks, etc.
• Remove unnecessary id, class, and attributes
• Remove font tags
• Remove styles in the <head> tag
• Ensure the <th> tags have a scope attribute
• Remove <p> tags nested inside <th> and <td> tags
• Check for accessibility (see Technique 11, above)
  Note: you may wish to use HTML editors or utilities to help with this process.

Technique 13. Consider Using Accessibility Support Applications/Plugins

Disclaimer: This list is provided for information purposes only. It is not exhaustive and inclusion of an application or plug-in on the list does not constitute a recommendation or guarantee of results.
The following accessibility related plug-ins and support are available for PowerPoint 2007:

• PPT2HTML – offers an accessibility tool bar for adding alt-text to charts.
• PowerTalk – an accessibility tool that provides a good approximation of how presentations will sound with a screen reader.

• HiSoftware – desktop add-ins that will create a Section 508 or WAI Fully Compliant Web pages from PowerPoint presentations (some knowledge of HTML code is required).

Accessibility Help

If you are interested in what features are provided to make using PowerPoint 2007 more accessible to users, documentation is provided in the Help system:

1. Select Help icon in the right corner of the application window or select F1
2. Enter “Accessibility” as your search term in the Help dialog box

References and Resources

1. Microsoft PowerPoint 2007 Help
2. GAWDS Writing Better Alt Text [http://www.gawds.org/show.php?contentid=28]

Acknowledgments

This document was produced as part of the Accessible Digital Office Document (ADOD) Project (http://inclusivedesign.ca/accessible-office-documents).
This project has been developed by the Inclusive Design Research Centre, OCAD University as part of an EnAbling Change Partnership project with the Government of Ontario and UNESCO (United Nations Educational, Scientific and Cultural Organization).

Accessible Digital Office Documents (ADOD) Project by Inclusive Design Research Centre (IDRC) is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.