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WCAG exemptions in regulatory work #330

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16 changes: 9 additions & 7 deletions comments-by-guideline-and-success-criterion.md
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Expand Up @@ -2,7 +2,7 @@ Comments by Guideline and Success Criterion
-------------------------------------------
<div class="ednote">

The WCAG2ICT Task Force has added draft guidance for all of the Level A and AA success criteria (SC) that are new in WCAG 2.1. There are placeholders for new WCAG 2.2 level A and AA success criteria, labeled with, "This section is to be developed by the WCAG2ICT Task Force." This guidance will be delivered in a later draft.</div>
The WCAG2ICT Task Force has added draft guidance for all of the Level A and AA success criteria (SC) in WCAG 2.1. There are placeholders for new WCAG 2.2 level A and AA success criteria, labeled with, "This section is to be developed by the WCAG2ICT Task Force." This guidance will be delivered in a later draft.</div>

The sections that follow are organized according to the principles, guidelines, and success criteria from WCAG 2. The text of each success criterion from WCAG 2 is copied as quoted text. Following that, the WCAG2ICT guidance is provided. The WCAG2ICT guidance can be found in the sections where the headings begin with "Applying..." to highlight that this is the content specific to this document.

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<div class="note">

See [set of documents](#set-of-documents) and [set of software programs](#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.)</div>
See [set of documents](#set-of-documents) and [set of software programs](#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.) Regulators should consider the applicability of this success criterion to non-web documents and software. See the [Interpretation of Web Terminology in a Non-web Context](#interpretation-of-web-terminology-in-a-non-web-context).

</div>
<div class="note">

Individual documents or software programs (not in a set) would automatically meet this success criterion because this success criterion applies only to things that appear in a set.</div>
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<div class="note">

See [set of documents](#set-of-documents) and [set of software programs](#set-of-software-programs) in the Key Terms section of the Introduction to determine when a group of documents or software is considered a set for this success criterion. (Sets of software that meet this definition appear to be extremely rare.)</div><div class="note">
See [set of documents](#set-of-documents) and [set of software programs](#set-of-software-programs) in the Key Terms section of the Introduction to determine when a group of documents or software is considered a set for this success criterion. (Sets of software that meet this definition appear to be extremely rare.) Regulators should consider the applicability of this success criterion to non-web documents and software. See the [Interpretation of Web Terminology in a Non-web Context](#interpretation-of-web-terminology-in-a-non-web-context).</div><div class="note">

The definitions of “[set of documents](#set-of-documents)” and “[set of software programs](#set-of-software-programs)” in the Key Terms section of the Introduction are predicated on the ability to navigate from each element of the set to each other, and navigation is a type of locating. So the mechanism used to navigate between elements of the set will be one way of locating information in the set. Non-web environments, generally major operating systems with browse and search capabilities, often provide infrastructure and tools that provide mechanisms for locating content in a set of non-web documents or a set of software programs. For example, it may be possible to browse through the files or programs that make up a set, or search within members of the set for the names of other members. A file directory would be the equivalent of a site map for documents in a set, and a search function in a file system would be equivalent to a web search function for web pages. Such facilities may provide additional ways of locating information in the set.</div>
<div class="note">
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<div class="note">

See [set of documents](#set-of-documents) and [set of software programs](#set-of-software-programs) in the Key Terms section of the Introduction to determine when a group of documents or software programs is considered a set for this success criterion. (Sets of software that meet this definition appear to be extremely rare.)</div>
See [set of documents](#set-of-documents) and [set of software programs](#set-of-software-programs) in the Key Terms section of the Introduction to determine when a group of documents or software programs is considered a set for this success criterion. (Sets of software that meet this definition appear to be extremely rare.) Regulators should consider the applicability of this success criterion to non-web documents and software. See the [Interpretation of Web Terminology in a Non-web Context](#interpretation-of-web-terminology-in-a-non-web-context).</div>
<div class="note">

Although not required by this success criterion, ensuring that navigation elements have consistent order when repeated _within_ non-web documents or software programs directly addresses user needs identified in the Intent section for this Success Criterion, and is generally considered best practice.</div>
Expand All @@ -914,7 +916,7 @@ With these substitutions, this success criterion would read:

<div class="note">

See [set of documents](#set-of-documents) and [set of software programs](#set-of-software-programs) in the Key Terms section of the Introduction to determine when a group of documents or software programs is considered a set for this success criterion. (Sets of software that meet this definition appear to be extremely rare.)</div>
See [set of documents](#set-of-documents) and [set of software programs](#set-of-software-programs) in the Key Terms section of the Introduction to determine when a group of documents or software programs is considered a set for this success criterion. (Sets of software that meet this definition appear to be extremely rare.) Regulators should consider the applicability of this success criterion to non-web documents and software. See the [Interpretation of Web Terminology in a Non-web Context](#interpretation-of-web-terminology-in-a-non-web-context).</div>
<div class="note">

Although not required by this success criterion, ensuring that component identification be consistent when they occur more than once _within_ non-web documents or software programs directly addresses user needs identified in the Intent section for this Success Criterion, and is generally considered best practice.</div>
Expand Down Expand Up @@ -946,7 +948,7 @@ Help mechanisms may be provided directly **<INS>[in the non-web document or soft
For this Success Criterion, "the same order relative to other **<INS>[content]</INS>**" can be thought of as how the content is ordered when the **<INS>[non-web document or software content is serialized]</INS>**. The visual position of a help mechanism is likely to be consistent across **<INS>[non-web documents or software]</INS>** for the same **<INS>[content layout variation]</INS>** (e.g., CSS break-point). The user can initiate a change, such as changing the **<INS>[non-web document’s or software's]</INS>** zoom or orientation, which may trigger a different **<INS>[content layout variation]</INS>**. This criterion is concerned with relative order across **<INS>[non-web documents or software]</INS>** displayed in the same **<INS>[content layout variation]</INS>** (e.g., same zoom level and orientation).</div>
<div class="note">

See [set of documents](#set-of-documents) and [set of software programs](#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.)</div>
See [set of documents](#set-of-documents) and [set of software programs](#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.) Regulators should consider the applicability of this success criterion to non-web documents and software. See the [Interpretation of Web Terminology in a Non-web Context](#interpretation-of-web-terminology-in-a-non-web-context).</div>

#### input-assistance

Expand Down Expand Up @@ -1062,7 +1064,7 @@ WCAG 2.2 has made this success criterion obsolete and removed it as a requiremen

**WCAG 2.0 and 2.1 Guidance:**

WCAG 2.0 and 2.1 are incorporated, either directly or by reference, into other standards. Therefore, the application of 4.1.1 Parsing to non-web documents and software is to follow the new guidance provided in the [WCAG 2.0 Editorial Errata](https://www.w3.org/WAI/WCAG20/errata/#editorial) and the [WCAG 2.1 Editorial Errata](https://www.w3.org/WAI/WCAG21/errata/#editorial) which states the following:
WCAG 2.0 and 2.1 are incorporated, either directly or by reference, into other standards. Therefore, the application of 4.1.1 Parsing to non-web documents and software is to follow the guidance provided in the [WCAG 2.0 Editorial Errata](https://www.w3.org/WAI/WCAG20/errata/#editorial) and the [WCAG 2.1 Editorial Errata](https://www.w3.org/WAI/WCAG21/errata/#editorial) which states the following:

>This Success Criterion should be considered as always satisfied for any content using HTML or XML.

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8 changes: 7 additions & 1 deletion introduction.md
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Expand Up @@ -31,10 +31,16 @@ While WCAG 2 was designed to be technology-neutral, it assumes the presence of a

The Task Force found that the majority of success criteria from WCAG 2 can apply to non-web documents and software with either no or minimal changes. Since many of the Level A and AA success criteria do not include any web related terms, they apply directly as written and as described in the “Intent” sections from the [Understanding WCAG 2.2](https://www.w3.org/WAI/WCAG22/Understanding/) \[\[UNDERSTANDING-WCAG22\]\] resource. Additional notes were provided, as needed, to provide assistance in applying them to non-web documents and software.

#### Interpretation of Web Terminology in a Non-web Context

When certain Web-specific terms or phrases like “web page(s)” were used in success criteria, those were replaced with non-web terms or phrases like “non-web document(s) and software”. Additional notes were also provided to explain the terminology replacements.

A small number of success criteria are written to apply to “a set of web pages” or “multiple web pages” and require all pages in the set to share some characteristic or behavior. Since the unit of conformance in WCAG 2 is a single web page, the task force agreed that the equivalent unit of conformance for non-web documents is a single document. It follows that an equivalent unit of evaluation for a “set of web pages” would be a ”set of documents”. Since it isn't possible to unambiguously carve up non-web software into discrete pieces, a single “web page” was equated to a “software program” and a “set of web pages” was equated to a “set of software programs.  Both of these new terms are defined in the Key Terms section of this document. See “[set of documents](#set-of-documents)” and “[set of software programs](#set-of-software-programs)” to determine when a group of documents or pieces of software are considered a set.
<div class="note">Sets of software that meet this definition appear to be extremely rare.</div>
<div class="note">

Sets of software that meet this definition appear to be extremely rare.</div>

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.
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Suggested change
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.
Not all success criteria have been fully adopted in all local regulations and legislation, and may not be applicable to all technologies. Regulators have used WCAG2ICT to determine whether or not to apply certain success criteria. For example, some local standards such as Revised 508 Standards (2017) in the US, and EN 301 549 version 3.2.1 (2021) in Europe, have stated 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 has also stated 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, and where necessary consider alternate accessibility requirements to address user needs.

I agree with @GreggVan's concern that the references could become dated. To address this concern, as well as for writing style, I propose changing most of the paragraph to past tense. I also propose citing specific versions of the regulations, so our statements here will remain true regardless of future versions of those regulations.

Finally, I added a bit about "address user needs" at the end.

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+1 to @mitchellevan edits. Past tense == fact based, so that is constructive approach.


The glossary terms were also reviewed and most of them applied to non-Web documents and software, as written. Some applied with additional notes or edits (largely related to phrases like “Web page(s)”), and a small number of terms were only used in Level AAA success criteria which are not addressed by the WCAG2ICT Note at this time.

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4 changes: 2 additions & 2 deletions success-criteria-problematic-for-closed-functionality.md
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Expand Up @@ -5,9 +5,9 @@ Success Criteria Problematic for Closed Functionality

There are Success Criteria that can be problematic for developers of ICT with closed functionality. Some criteria discuss making information available in text (which can be read by assistive technologies), making it “programmatically determinable” (rendered by a user agent and readable by assistive technologies), or doing something else to make content compatible with assistive technologies. Where ICT with closed functionality doesn't support use of assistive technology or the platform is not sophisticated enough to have an accessibility API, providing equivalent information and operation through another mechanism, such as functions built into the software that behave like assistive technology, would help meet the intent of these success criteria.

Other Success Criteria would apply to systems with closed functionality either if they are partially closed or if they allow for the connection of some types of devices. As an example, Success Criterion 2.1.1 Keyboard would apply to systems which are closed to screen readers, but have a physical keyboard or a connector for standard keyboards. While these criteria, as written, are not always applicable to closed functionality, most of them can inform and aid development of built-in features needed to make closed functionality products accessible.
Other Success Criteria would apply to systems with closed functionality either if they are partially closed or if they allow for the connection of some types of devices. As an example, Success Criterion 2.1.1 Keyboard would apply to systems which are closed to screen readers, but have a physical keyboard, a connector for standard keyboards, or allow the installation of alternate keyboards. While these criteria, as written, are not always applicable to closed functionality, most of them can inform and aid development of built-in features needed to make closed functionality products accessible.

For non-web software on closed functionality products, alternate accessibility provisions might be needed to cover the user needs addressed by the following Success Criteria:
For non-web software on closed functionality products, regulators should consider the applicability of individual WCAG 2 success criteria. Alternate or additional accessibility provisions might be needed to cover the user needs addressed by the following:

<ul>
<li><a href="#non-text-content">1.1.1 Non-text Content</a> — Requires text or a text alternative in a programmatically determinable form.</li>
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