Making analytical publications accessible

This guidance has been published while under development as we have received many queries about accessibility. We are still looking for feedback and advice on some areas and will be editing this guidance as we get it.

Policy details

Metadata item Details
Publication date:29 October 2020
Author:Good Practice Team
Approver:Best Practice and Impact Division
Who this is for:Producers of statistics
Type:Guidance
Contact:

gsshelp@statistics.gov.uk

Review frequency:

Annual

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Accessibility: what is it and why should statisticians address it?

“Web accessibility means that websites, tools, and technologies are designed and developed so that people with disabilities can use them. More specifically, people can: perceive, understand, navigate, and interact with the web.”

                                                                                            World Wide Web Consortium

As government analysts, we need to make our work accessible because:

If you want to find out more, Understanding accessibility requirements for public sector bodies published by the Government Digital Service (GDS) is a good place to start.

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What this guidance covers

This guidance aims to help statistical producers and other analysts who produce publications  meet their accessibility obligations.

It does not cover absolutely everything you could do to make content accessible because assistive technology is constantly adapting and research into different types of disabilities is increasing. We will update this guidance frequently to reflect any new findings.

The guidance covers content within analytical publications. It does not cover technical aspects of a website such as buttons, online forms and colour contrast in website branding.

Depending on where you publish your content you might have specific guidance to follow. For example GDS has guidance for publishing on GOV.UK and the Office for National Statistics (ONS) has guidance for publishing on the ONS website.

We try to highlight differences between the GDS and ONS guidance. We also try to make it clear when the guidance is directly linked to the accessibility regulations required by law or simply best practice.

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Accessibility statement and accessible documents policy

Accessibility statement

If your department publishes content on its own departmental or organisational website it must have an accessibility statement. This is required by the accessibility regulations in UK law.

The legislation sets out what should be included in the accessibility statement and GDS have published guidance on what an accessibility statement should look like.

In terms of statistical publications, you should talk to whoever manages your website to see if it is appropriate to include specific information about statistical releases.

Accessible documents policy

If you publish on GOV.UK, your department must have an accessible documents policy that covers all the content published by the department on GOV.UK.

GDS have provided guidance on what to include in this policy.

You should speak to whoever manages your publications on GOV.UK to see if it is appropriate to include specific information about statistical releases.

What to do about inaccessible content

The legislation states that the accessibility statement must include:

  • an explanation of those parts of the content that are not accessible and the reasons why
  • where appropriate, a description of any accessible alternatives provided

It is best practice to also state what you intend to do about any content that is not accessible and when you intend to do this by.

Content that is exempt

Content published in a document format (for example, PDF, Excel or Word documents) before 23 September 2018 is exempt from the accessibility regulations – unless users need them to use a service, for example a form that lets you request school meal preferences.

The options for making content published in document format accessible are:

  • convert the document into an accessible HTML format
  • make the document format accessible (more on this in the ‘accessible formats’ section)

Generally, we would advise to make the document into an accessible HTML format. But there may be times when this is not possible.

Disproportionate burden

Some government departments have stated they will not be editing some of the inaccessible content they have published since 23 September 2018 because to do so would put a disproportionate burden on their resources.

If you want to make use of the disproportionate burden clause in the accessibility regulations you must:

  • state this clearly in your accessibility statement or accessible documents policy
  • perform a thorough monetary assessment that proves the costs associated with converting inaccessible content into accessible versions is disproportionate to the relevant budget for the organisation – if you want more guidance on this, please contact team-accessibility-regulations@digital.cabinet-office.gov.uk
  • ask the legal team in your department to assess your accessibility statement or accessible documents policy against the accessibility regulations in UK law
  • ensure whoever is responsible for the content you publish is aware of the issues that may arise if someone makes a complaint about inaccessible content published by your department since 23 September 2018

 

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Making written content accessible

This advice will align to most website style guides but remember to check the specific style guide for the website you are publishing on.

Some of the advice here is best practice, some is specifically mentioned in the accessibility guidelines which support the accessibility regulations. We have noted when the latter is true.

But, it is worth noting anything that improves the consistency of written content across a website makes it more accessible.

Acronyms and abbreviations

Expand acronyms and abbreviations when you first use them.

This is a AAA standard in the accessibility guidelines.

Example of bad practice:

This seminar is the latest in a series organised jointly by the RSS, the RES, ESCoE, ONS and the SPE.

Example of good practice:

This seminar is the latest in a series organised jointly by the Royal Statistical Society (RSS), the Royal Economic Society (RES), the Economic Statistics Centre of Excellence (ESCoE), Office for National Statistics (ONS) and the Society of Professional Economists (SPE).

Notes:

The Government Digital Service (GDS) state that you can use an acronym on GOV.UK without expanding it on first use if you can prove that 80% of the UK population will understand it without giving the full version. Examples include: BBC, NHS, PhD and MSc.

Do not use full stops in abbreviations. For example, use BBC, not B.B.C.

If a page is very long, expand acronyms on their first use within each section as users often skim read and skip to sections lower down.

Bold, italic and underline

Bold text

Bold text does not fail accessibility standards and the British Dyslexia association recommends using bold to highlight text for people with dyslexia. On the other hand, bold text used for emphasis can make content difficult to read for people with visual impairments.

Using bold text for emphasis is not permitted on GOV.UK.

Please check the style guide for the website you publish on.

Italic and underline

Do not use italic fonts or underline words to draw them out of text. This makes content hard to read for people with dyslexia. The only things you should underline are hyperlinks.

Do not highlight words in text by:

  • using different fonts
  • using coloured fonts

It is best practice to use one font consistently across a website or publication.

Bullet points

Be consistent in presentation of bullet points. We recommend the GDS style guide advice for bullet points.

Capital letters

Too many capital letters make sentences hard to read, particularly for people with dyslexia.

We recommend you follow the GDS style guide advice on capitalisation.

Dates

Write dates in this order: date, month, year. If the day of the week is relevant, put it before the date.

Don’t use ‘st’, ‘nd’, ‘rd’ or ‘th’.

Write out months in full, unless space is an issue (for example, in tables or publication titles).

We recommend you follow the GDS style guide advice on dates.

Examples of good practice:

12 March 2014.

Monday 3 March 2014.

Email addresses

Be consistent in how you embed email addresses.

We recommend you write email addresses in full, in lowercase (even if they are names) and as active links so the email address link automatically opens the default email provider. Do not include any other words in the link text.

Example of good practice:

Contact gsshelp@statistics.gov.uk for more information.

Fonts

All fonts should be sans-serif. Sans-serif fonts are easier to read for people with dyslexia. Some of the most popular sans serif fonts include Arial, Century Gothic and Calibri.

Footnotes

Jumping from one section of text to another can be disruptive for all types of user. You should aim to put the information at the point of need whenever possible.

Headings

Headings and subheadings must be clear, descriptive and tagged correctly so that screen readers can understand how content is structured.

This is specifically mentioned in the accessibility guidelines. It comes under success criterion 1.3.1 Info and Relationships (A standard) and success criterion 2.4.6 Headings and Labels (AA standard).

The publication title should be tagged as H1, the first level subheadings should be tagged as H2, second level subheadings should be H3 and so on.

You will need to find out how to tag headings and subheadings whether you’re publishing directly onto a webpage or creating a document for publication. There is more on tagging headings in document formats in the ‘Accessible formats’ section of this guidance.

Hyperlinks (links to other webpages)

Hyperlink text should be a specific description of the destination page, not just ‘blog post’ or ‘report’ for example. It should never be directional text like ‘click here’.

Do not use the URL of a webpage as the hyperlink text, unless it is very short (e.g. www.unsplash.com). Long URLs get read out by a screen reader in full which can be very time consuming and annoying. Also, in most circumstances they do not describe the destination page.

We advise that links should open in the window the user is on. If a link opens in a new window this should be mentioned in the link text, for example: ‘Find out about government services and information on the GOV.UK homepage (opens in new window)‘.

If you are linking to a document the link text should contain the descriptive text, the type of document and its size, for example: ‘Template to report breaches of the Code of Practice for Statistics (ODT, 23 KB)‘.

Embedding hyperlinks correctly is specifically mentioned in the accessibility guidelines. It comes under success criterion 2.4.4 Link Purpose (In Context) (A standard) and Guideline 3.2 Predictable.

If you consider how people without sight impairments normally use webpages they scan to find what they want, and often what they want is a link. Screen readers can be programmed to read out a list of links on a page to give visually impaired people the same sort of experience. When link text is not specific, the links will be difficult to tell apart so the person cannot easily find a link they may be interested in.

When you write links, make sure that links to the same destination have consistent text and that links with different purposes and destinations have different link text. For example, it is bad practice to provide lots of links to different destinations with the same non-specific link text: ‘Find out more’.

Link text should be underlined by default. If it is not underlined you have to consider colour contrast with surrounding text and a “visual cue” that appears on mouse hover and keyboard focus.

Example of good practice:

You can find more information about accessibility on GOV.UK.

Numbers

Be consistent when you write about numbers.

If you publish on GOV.UK you must ensure you follow the GDS style guide advice on numbers.

In general however, the ONS style guide has more specific guidance on writing about numbers in statistical publications so we would recommend using that.

Quotes and speech marks

To be consistent across your publications we recommend you follow the GDS style guide advice when it comes to speech marks and quotations.

Readability and plain English

The accessibility guidelines state that: “when text requires reading ability more advanced than the lower secondary education level after removal of proper names and titles, supplemental content, or a version that does not require reading ability more advanced than the lower secondary education level, is available” (success criterion 3.1.5: reading level, AAA standard).

Meeting this standard will make your publications more accessible to people with cognitive impairments and learning disabilities.

The guidelines also point out:

“Difficult or complex text may be appropriate for most members of the intended audience (that is, most of the people for whom the content has been created). But there are people with disabilities, including reading disabilities, even among highly educated users with specialized knowledge of the subject matter.”

Furthermore, expert users prefer simple language because it allows them to understand information as quickly as possible.

Pointers:

Use plain English.

Keep sentences and paragraphs short.

Don’t use figures of speech.

Replace complex words with simple alternatives – the plain English campaign has an A to Z of alternative words.

Avoid using these words (a list from the Government Digital Service).

Tools to check readability

If your content does not contain any sensitive unpublished material, paste it into the online Hemingway App. It will give you a grade level readability score. Aim for grade 9 or lower.

If you cannot use the Hemingway App, then use the readability tools on Microsoft Word. This will give you a ‘Flesch-Kincaid Grade Level’. How to find your readability score on Word.

We think the Hemingway App is more helpful than Word so we recommend using this if you can.

Symbols

Screen readers may or may not read out particular symbols depending on user settings.

Generally, we recommend avoiding using symbols whenever you can.

For example:

  • Write out ‘and’ at all times. Do not use an ampersand symbol.
  • If a forward slash symbol is used to show ‘or’, replace it with the word ‘or’. If a slash is needed, there should be no space either side of it.
  • Do not use dashes to indicate a span of time or range of monetary amounts. Use ‘to’ instead. For example, write ‘£36,000 to £40,000’ for a salary band instead of ‘£36,00 – £40,000’.
  • If you have to include footnotes in your publication, avoid using symbols such as an asterisk to label them – hyperlinked numbers or letters are preferable, although in general we advise to avoid the use of footnotes altogether.

Some symbols are needed and generally understood by screen readers. For example on the Government Statistical Service(GSS) website we use all the standard punctuation symbols and these symbols: %, £, $,°, @.

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Making charts accessible

Chart content

When making your charts we recommend you follow our data visualisation guidance. Please be aware that this guidance has not yet been updated regarding the accessibility guidelines but we will be doing this soon.

The ONS guidance on data visualisation is very similar and should be followed by staff within ONS.

We are considering the development of an accessible colour palette to be used in statistical publications across the GSS. If this is something you would be interested in, please let us know by emailing gsshelp@statistics.gov.uk.

HTML charts

If the website you publish on has the functionality to build charts with HTML code and the functionality available is known to meet accessibility standards, you should use this.

If you publish on GOV.UK you can only create horizontal bar charts in HTML at the moment. See examples of the bar charts you can create on GOV.UK.

If you work for the Office for National Statistics your options for HTML charts are much wider.

If you cannot publish charts in HTML you will have to upload your chart as an image.

Charts presented as images

You can include some text – but not too much

The accessibility guidelines state that images of text should be avoided except for some limited circumstances (success criterion 1.4.5 images of text, level AA).

When it comes to text on images of charts, you can have some text in the image, such as axis labels and annotations (remember to use a sans serif font). But you should avoid adding any other text into the image such as headings or information about sources – this text should go in the body of the page.

 

Use chart headings correctly

The chart should have a title in the body text – ONS advises to have a descriptive title followed by a more formal statistical title.

The more formal statistical title (also sometimes called ‘metadata’) may have traditionally had ‘Figure n’ at the start to denote which number chart it is in the report. However, GDS no longer advise this for charts published on GOV.UK.

These headings should follow the correct heading tagging structure which will depend on where a chart sits in a report. Remember, first level subheadings should be tagged as H2, second level as H3 and so on.

 

Use the Scalable Vector Graphic (SVG) format

If your website supports it, use the Scalable Vector Graphic (SVG) format for your chart images. Unlike bitmap file types such as JPG or PNG, SVGs are rendered in the browser and, because they are in vector form, retain the same quality no matter what screen resolution or size they are viewed at. This means a user can zoom in and out and the image retains its quality – this adaptability makes it a more accessible format.
GOV.UK allows this format but some websites may not. SVGs are also a relatively new format. If you work with a publishing team, talk to them about using SVGs and what formats they prefer you to supply images in.

There have been occasional issues with internet browsers not displaying SVG images. But the benefits of SVGs outweigh these issues, which happen rarely. We recommend that you check if people in your department can view the images.

Using the SVG format is not explicitly mentioned in the accessibility guidelines but they should be considered the most accessible option for images of charts.

Example of a chart image in an SVG, JPEG and PNG format.

If you cannot use an SVG image then a JPEG or PNG image will do as a second best option.

If you want to know more, this blog post succinctly sums up the differences between image formats.

 

Supply alternative text

Alternative text refers to any text that describes non-text content. It is needed so that people with visual or certain cognitive disabilities can understand the content communicated by images.

The accessibility guidelines state that ‘all non-text content that is presented to the user has a text alternative that serves the equivalent purpose’ (success criterion 1.1.1 non-text content, level A).

Alternative text can be given through the ‘alt attribute’ which means it lives in the HTML code of the page, or it can be in the text displayed on a page (called ‘body text’). It should only be in one of these places, not both.

It should aim to give a disabled user as close to the same experience as a user who is not disabled.

It should not be in a caption – screen readers do not always pick up on captions.

Alternative text for charts should:

  • describe the important take-away message the chart is meant to deliver
  • not be a literal description of the chart
  • not outline every data point shown

If given through the alt attribute, the alternative text:

  • is displayed if the image file is not loaded or if a user has chosen not to view images
  • can be read by search engine
  • should be ‘null attribute’ (e.g. alt=””) if the image is just decorative or if you want to put the alternative text in the body text – this is automatically built in on GOV.UK if you leave the alt text field blank
  • should always be present – even if it is just alt=””
  • should be around 125 characters in length – if it is too long it increases the time it takes for a screen reader to read the page and makes it difficult for the user to understand the significance of the images
  • should not be repeated in the image caption or body text
  • should not use phrases like ‘image of…’ or ‘graphic of…’ – generally, it will be clear that the content is an image
  • if it is connected to an image of a chart it should use phrases that describe the type of chart it is referring to, for example “a line chart showing ….”
Note on the alt attribute:

If you publish on GOV.UK you should not provide the alternative text in the alt attribute which is automatically set to ‘null attribute’ when you leave the alt text field blank. You must instead provide it in the body text of the page.

If you work at ONS, they do allow (and advise) for alternative text to go in the alt attribute – you should follow ONS guidance for alt text.

 

Provide the name of the data source

Text stating the source for the data used to create a chart should be presented directly after every chart image.

This information should enable the user to find the data presented in the chart. It should not be as simple as ‘Source: Department for Work and Pensions’.

This text should be in the body text of the page and not part of the chart image.

This isn’t mentioned explicitly in the accessibility guidelines, but it is best practice when displaying charts. It is important that it goes in the body text of the page and not inside the image.

 

Provide the data behind the chart in an accessible format

Providing the data behind a chart image is not explicitly mentioned in the accessibility regulations. But it is related to the regulation that states: “all non-text content that is presented to the user has a text alternative that serves the equivalent purpose”.

If you think a non-disabled user will just get a message from the chart, this can be given through alternative text and you don’t necessarily need to provide the data directly after the chart image.

But, if you think a non-disabled user will use the chart image to investigate the data then you should provide an accessible version of the specific data used in the chart, directly after the chart image. This can be a HTML table of the data or an accessible data download.

In general, supplying the specific data used in a chart is considered best practice in terms of presentation and dissemination. The Office for National Statistics aim to do this for every chart on the ONS website. We are aware this may not be possible on all websites and that even if it is possible it may be very resource intensive to create this specific data. But, if you can do it you should do it.

If you publish on GOV.UK, depending on the template you use it may not be possible to link to a data download file underneath a chart. However, statistical producers at the Office for Standards in Education, Children’s Services and Skills (Ofsted) have found a workaround – they have been linking to a zip file of datasets for each chart.

The format you supply data in should be based on user research. More information on formats for data downloads can be found in the ‘Accessible formats’ section of this guidance.

 

Summary

What a chart presented as an image needs to have to be accessible:

  • Accessible colours and fonts (see our data visualisation guidance)
  • A title in the body text – remember any headings should follow the correct heading tagging structure.
  • Alternative text describing the message of the chart – this can be in the alt attribute or in the body text.
  • An accessible data download or HTML table of the specific data used in the chart if you think a non-disabled user would use the chart to investigate the data.

It is best practice to also have:

  • The name of the data source in the body text directly underneath the chart
  • An SVG image of the chart
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Making tables accessible

As analysts we publish three broad types of tables:

  • demonstration tables that present important data within a report
  • reference tables which are provided alongside a report for users who need detailed data
  • machine readable datasets which are tables formatted to be read by machines

Demonstration tables

We have guidance for demonstration tables in our data visualisation guidance – but please be aware this has not yet been updated to reflect accessibility best practice.

If the website you publish on can create tables in HTML you should publish your tables in HTML format. For example, tables can be created in HTML on GOV.UK.

Converting a table created in Word or Excel to a table in ‘Markdown‘ can be tricky – this online markdown conversion tool may help (but be careful about using it with unpublished data). GDS have also provided guidance on the markdown to use when creating HTML tables to go on GOV.UK.

GDS have guidance on when to use HTML demonstration tables and how to ensure they are accessible.

Improving your understanding of how screen readers deal with HTML demonstration tables may also help you.

If you cannot publish tables in HTML you should publish them in a spreadsheet document. Images of tables should be avoided as images of text are only allowed in specific circumstances (success criterion 1.4.5 images of text, level AA).

Reference tables

Reference tables should be provided in an accessible spreadsheet document.

Our guidance on releasing statistics in spreadsheets has in-depth advice for publishing spreadsheet documents. This guidance doesn’t mention accessibility specifically at the moment but we are planning on updating it soon.

Summary of general guidance to ensure content in spreadsheet documents is accessible:

  • Do not use blank cells, rows or columns to format tables.
  • Do not use merged or split cells.
  • Do not nest tables within other tables.
  • Aim to only have one table on each tab.
  • Keep the table structure as simple as possible.
  • Make sure the header row is tagged correctly – Microsoft have guidance on how to add headers to a new table and how to add headers to an existing table.
  • Check if you can tab through the table content in an order that makes sense – using the ‘insert table’ tool on Excel can help with this.
  • Remove any macros.
  • Make sure all text is horizontal – don’t use any vertical or slanted text – this is difficult for everyone to read but particularly people with dyslexia or other cognitive disabilities.
  • Ensure all written content follows the advice in the ‘Making written content accessible’ section.
  • Avoid the use of colour – if you have to use colour, make sure the contrast of text colour against cell colour meets the accessibility standards at the AA level.
  • Avoid including images, graphics, charts or embedded objects – when this cannot be avoided ensure you include alt text.
  • Avoid the use of footnotes – you can still list information below a table, but avoid using a superscript symbol or other text to connect it.
  • If you have several tabs, give each one a unique name that clearly describes the information found in that tab – don’t use non-descript titles like ‘Sheet 1’.
  • Remove blank tabs.
  • Remove extra spaces from the start or end of tab names.
  • Ensure the file opens on the first tab to avoid confusion.
  • Use clear column headings to provide context and aid navigation and understanding.
  • Extend the height or width of columns so that text sits comfortably and clearly within the cells – users with dyslexia can find it difficult to read crowded text.

This summary is based on the following success criterions in the accessibility guidelines:

  • Success Criterion 1.3.1 Info and Relationships, level A
  • Success Criterion 1.3.2 Meaningful Sequence, level A
  • Success Criterion 1.3.4 Orientation, level AA
  • Success Criterion 1.4.1 Use of Colour, level A

We know that making spreadsheet documents accessible is a concern for many people. We are working on providing more detailed guidance on this.

Saving a spreadsheet document

You may need to add some information to your document to ensure it meets the accessibility regulations.

You should also take care with file names.

More information on both these aspects can be found in the ‘Accessible formats’ section.

Publishing alternative versions of the same document

If your current table formatting does not meet the accessibility guidelines but you feel that it does assist your users, you can publish two versions of the same document. One that meets the accessibility guidelines and one that does not.

 

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Making other types of visual content accessible

If there are other types of visual content you need to make accessible but aren’t sure how, please let us know by emailing gsshelp@statistics.gov.uk.

You can also look at GDS guidance on other types of visual content such as diagrams and infographics.

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Accessible formats

Document formats should be the last resort

PDF and other document formats are a last resort for any new publications. Wherever possible publications should be made available in HTML.

Reasons for this include:

  • document formats will never be as accessible as HTML content
  • search engines cannot look inside document formats – making content harder to find
  • document formats are harder to keep up to date than webpages because the editing process takes longer and sometimes the editable copy of a PDF gets lost
  • it can be difficult for users to tell if a PDF is out of date as search engines often take users directly to a PDF – when this happens it is not easy to find out if it is the latest version

Read more about why website content should be published in HTML and not PDF.

Be aware that GDS no longer allow PDFs to be published on GOV.UK unless an accessible HTML or open document version is published alongside it.

Open formats

Whenever possible you should publish documents in an open format.

This is not explicitly mentioned in the accessibility regulations, but open formats make outputs more accessible because they do not rely on users having access to specific software.

Files published in Microsoft Word or Excel format are not open because they rely on users having access to specific software.

Microsoft Excel files can be published as:

  • Comma-Separated Values (CSV) files

If your users want machine readable datasets you should provide them in a CSV format.

Files meant solely for machine consumption are out of scope of the accessibility regulations. This means they do not have to meet the accessibility regulations because they are not meant for users to read themselves.

If you publish a CSV file and intend for users to open, read and analyse the content themselves you need to make sure it meets the accessibility regulations. This can be more complicated than you might think. CSV files only allow one tab per spreadsheet and strip out almost all formatting. They do not provide the assistance certain types of formatting can provide, such as a clear header row and the ability to tab through the data in a sensible order.

  • Open Document Spreadsheet (ODS) files

These are very similar to Excel spreadsheets. ODS files allow more than one tab and formatting tools can be used to make the content accessible.

However, we understand it may not be straightforward to open ODS formats on older iPhones. In comparison, it is straightforward to open Excel spreadsheets.

Ideally you should supply data in multiple formats. But if this is not always possible, finding out what format your users need the most is the best approach.

 

Microsoft Word files can be published as:

  • Open Document Text (ODT) files

These text files will open on Word if you have that software but you don’t need it to be able to open them. They will keep some Word formatting that makes content more accessible, for example bullet points and table formatting.

  • PDFs

PDFs are a common way to present a text-based document online. They open in an internet browser and can be made accessible.

However, making PDFs accessible can be quite complex and they are not the best option for accessibility. GDS no longer allow PDFs to be published on GOV.UK unless an accessible HTML or open document version is published alongside it.

The ODT format is more accessible than PDF because ODT files can be opened in software that allows the user to make changes to suit them. For example, users can change the size of the text and the colours used in images or charts.

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Making document formats accessible

Sometimes publishing documents is unavoidable. In this section we have guidance on how to make document formats accessible. The steps you will need to take will depend on the format of your source document.

Making PDFs accessible

Ideally you will have the source document for your PDF. This will often be a Microsoft Word document. If you have this, you should take steps to make the source document accessible before saving it as a new PDF document.

If you do not have access to the source document you will need access to Adobe Acrobat software that allows you to make edits to the PDF document itself.

You will need to make sure the written and visual content is accessible by following the guidance in previous sections.

You will also need to ensure all content is tagged correctly so the structure can be understood.

Depending on your version of Adobe Acrobat you may also have access to the built-in accessibility checker. This can be used to check accessibility and will direct you to online tutorials about how to make edits to fix any accessibility issues it finds. However, the accessibility checker will not necessarily find all accessibility issues  think of it like a spelling and grammar check.

Making PDFs accessible is not always easy and if you publish on GOV.UK you should also be aware that GDS no longer allow PDFs to be published unless an accessible HTML or open document version is published alongside it.

Email gsshelp@statistics.gov.uk if you are struggling with a PDF of a statistical publication that you need to make accessible and we will see what help we can offer.

 

Making Microsoft Word and Excel documents accessible

Simplify

Strip out any content that is not necessary. Think about your document as if it is webpage on the website you are publishing on. Do not use lots of colourful diagrams and logos unless they are strictly necessary.

Structure

Properly structuring your content is important in order to meet the Success Criterion 1.3.1 Info and Relationships, level A

If using Word:

  • use Word’s ‘styles’ tool to create a hierarchy of headings – the title of the document should be ‘heading 1’, first level subheadings should be ‘heading 2’ and so on.
  • use the bullet point tool in Word to create lists
  • use the ‘insert table’ tool to create tables

Structuring content in Excel is a bit more complicated. See the ‘Making tables accessible’ section.

Written content

The written content should follow the advice outlined in the ‘Making written content accessible’ section.

Set the language

Go to ‘File’ and then ‘Options’ and then ‘Language’. Make sure the document has the correct language(s) selected (success criterion 3.1.1 language of page).

File name

File names should:

  • be unique, e.g. don’t call all your data downloads ‘Data download’
  • be descriptive and make sense out of context – for example, tell the user what is in a data download, don’t just call it ‘Data download 1’
  • be frontloaded
  • be short – aim for 60 characters including spaces
  • not include acronyms – put these in the document information as keywords or tags
  • be entirely in lowercase
  • use dashes instead of spaces or underscores between words – this makes file names easier to read, for example: ‘a file name.ods’ will end up as: ‘a%20file%20name.ods’ online, which is why it is better to call it  ‘a-file-name.ods’
  • not include a date, unless the date is part of the document title, for example, ‘Business plan for 2016 to 2017’
  • be sensible – do not include a version number, names or words like ‘draft’, ‘clean’ or ‘final’, unless those words are part of the document title (for example: ‘guidance-on-how-to-make-documents accessible’ is a more sensible file name than ‘access-guid-final-draft-Han-edit3’)

There isn’t a specific success criterion in the accessibility guidelines for file names but it comes under ensuring content is understandable by making it readable and predictable (guidelines 3.1 and 3.2).

Provide information about the document

Go to ‘File’, then ‘Info’ and fill in the following fields:

Title – this should replicate the title on the front cover – do not use dashes or underscores here.

Author – generally this should be the organisation that published the document.

Keywords or Tags – put in a list of terms that someone might use to search for the document, separated by commas. This helps search engines find the document. They also help with finding your document internally.

The information in the title field is required by the accessibility regulations (success criterion 2.4.2 page titled). It is best practice to also fill in the author and keyword fields but optional with regards to accessibility regulations.

Checker tool

Newer versions of Microsoft Word and Excel have a built-in accessibility checker. If you have this, run an accessibility check and correct any issues. It can be found under the ‘Review’ ribbon.

Note: although the accessibility checker is a useful tool, it may not pick up all issues such as links without specific descriptions. Treat it like the spelling and grammar check.

Images

It is best to avoid images in Excel documents. This is not mentioned specifically in the accessibility regulations but because Excel documents are more difficult to navigate in general, images can complicate this further.

Images in Word documents should have appropriate alt text in the properties of the image, unless they are only decorative, in which case they should have two double quotation marks (“”) in this field. Read more about alternative text in the ‘Making charts accessible’ section.

Tables

When making tables in Word you should use the insert table tool.

To ensure you meet the success criterions relating to tables, make sure:

  • the table has a defined header row (highlight the header row – click the blue ‘Design’ tab and then click the ‘Header row’ checkbox)
  • the checkbox that says ‘Repeat as header row’ is checked in table properties if your table runs across multiple pages – this means the header row is repeated at the start of the table on each page the table runs onto, so users don’t have to keep referring back up to the top of the table
  • the checkbox that says ‘Allow row to break across pages’ is not checked – this keeps the table rows all on one page
  • to check the reading order of the table is sensible by tabbing through the table content

You can also add alternative text in the table properties, but this is not strictly necessary for tables and it will be removed if you save the document in Open Document Text (ODT) format.

When making tables in Excel documents follow the advice in the ‘Making tables accessible’ section.

Saving or exporting

When it comes to text documents remember that ODT files are better than PDFs in terms of accessibility because they can be opened in software that allows the user to adjust the content to their needs.

If you have to save a document in a PDF format please follow the following steps:

  1. Go to ‘Save as’
  2. Choose PDF in the ‘Save As’ dialog box
  3. The dialog box will adapt slightly – you should see an ‘Options’ button – click it and make sure the following checkboxes are selected:
    • Create bookmarks using headings
    • Document properties
    • Document structure tags for accessibility
  4. Click ‘Save’

If you work with a publishing team you might want to check with them about whether they want you to save or ‘export’ your document to PDF. The important thing is to ensure the checkboxes outlined above are ticked.

Checking PDFs online

If you have a PDF of previously published material and you would like to check if it is accessible you can use an online accessibility checker. But, remember, just like the accessibility checkers built into the newer versions of Word, Excel and Adobe Acrobat, these checkers won’t pick up on everything. Treat them like a spelling and grammar check.

Linking to documents hosted on other websites

It is best practice to always link to accessible content when you can.

If you have control over the content you are linking to you have an obligation to make it accessible under the regulations.

If you do not have control over the content you want to link to, you can link to content that doesn’t meet the accessibility regulations if necessary.

Guidance from the Government Digital Service (GDS)

GDS have also published guidance on Publishing accessible documents that you may find useful.

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Making social media content accessible

Creating accessible content for social media will help you reach more people.

Furthermore, publishing inaccessible content on social media platforms could be breaching legislation such as the Public Sector Equality Duty (part of the Equality Act 2010).

Guidance to help you ensure your social media content is accessible:

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Regulations, guidelines and the role of the Government Digital Service

How the accessibility regulations and guidelines fit together

The accessibility regulations in UK law state “public sector bodies must comply with the accessibility requirement”, where ‘accessibility requirement’ means the requirement to make a website or mobile application accessible by making it perceivable, operable, understandable and robust.

The regulations do not specifically mention the Web Content Accessibility Guidelines (WCAG) 2.1. However, if your online content meets WCAG 2.1 at the AA standard you will be aligned to what the accessibility regulations state you need to do.

The WCAG 2.1 are provided by the World Wide Web Consortium (W3C).

W3C is an international community where member organizations, a full-time staff, and the public work together to develop web standards.

Role of the Government Digital Service (GDS)

GDS are based in the Cabinet Office.

Section 9 of the accessibility regulations state: “The Minister for the Cabinet Office must monitor the compliance by public sector bodies of their websites and mobile applications with the accessibility requirement, on the basis of the monitoring methodology.”

This means GDS must monitor the extent to which public sector bodies are complying with the accessibility regulations. By 23 December 2021 they will have to submit a report detailing the level of compliance by public sector bodies, based on research.

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Tools to check accessibility

  • WAVE accessibility tool – this is a Google chrome extension
  • High contrast – Google chrome extension to help you check your site using different types of contrast options to make sure content is still readable/visible.
  • NVDA – open-source screen reader software which can be used to test the accessibility of websites and documents

For automated testing GDS uses a range of tools, including:

See the GDS accessibility team’s audit of the most used accessibility tools if you’re not sure which tools to use.

You can also perform manual checks:

 

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Accessibility community

The Government Digital Service (GDS) has set up an accessibility community.

You might be interested in this community if your work involves:

  • writing content or code
  • designing the user experience
  • doing user research
  • managing a product or service

You can also join if you want to learn more about accessibility, or if you don’t want to tackle accessibility issues on your own.

You don’t have to be in an accessibility-related role to join, but you must be working in or with government. Most people in the group are not accessibility specialists.

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