Directive EU 2016/2102 Monitoring & Reporting: The Portuguese Case
In this presentation, the first report to the Commission includes details on the sample of websites and pages, monitoring methods (centralized and decentralized), PT Accessibility statement, evaluation tools, and the PT Observatory. The report, to be sent on December 23, 2021, corresponds to the first monitoring period covering websites from January 1, 2020, to December 22, 2021, and apps from June 23, 2021, to December 22, 2021. The case of Portugal emphasizes the importance of raising awareness and encouraging learning in Member States through transparently sharing monitoring results. Simplified and in-depth monitoring methods, along with usability tests, are outlined for decentralized bodies in Portugal.
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Directive (EU) 2016/2102: Monitoring & Reporting The Portuguese Case Jorge Fernandes Digital Experience Team Digital Transformation Directory
In this presentation... The 1st Report to the Commission: The sample (number of websites and number of pages) The Monitoring methods (centralised and decentralised) The PT Accessibility statement The Evaluation tools The PT Observatory
1st Report to the Commission ... to be sent on 23 December 2021 This Report corresponds to the 1st Monitoring Period Websites: 1 January 2020 to 22 December 2021 Apps: 23 June 2021 to 22 December 2021 PT s Sample (nr. of inhabitants 10.000K) Simplified method Nr. of Websites: 275 (10.000K x 2/100K + 75) In-Depth method Nr. of Websites: 24 (5% x 275 + 10) Nr. of Apps: 16 (10.000k x 1/1000K + 6)
The case of Portugal We believe that (...) the monitoring should (...) raise awareness and encourage learning in Member States. For that reason, and in order to enhance transparency, the overall results of the monitoring activities should be made publicly availablein an accessible format. (Recital 2 of Implementing Decision (EU) 2018/1524)
A simplified method, even more simplified Portuguese methods to be done by the bodies (decentralized) (ref. DL 83/2018 of 19 October) Simplified: based on Automatic/Semi-automatic Tools In-Depth light : manual evaluation based on a checklist 10 critical aspects of functional accessibility (such a kind of W3C s Easy Check) Usability tests w/ People w/ Disabilities (minimum: 1 task; 1 users typology from the EN301 549)
A Report w/ two different data sources: A centralised and a decentralised Simplified LIGHT Simplified In-Depth LIGHT In-Depth Usability Tests LIGHT Usability Tests Centralised Decentralised
The Simplified Monitoring Method Simplified LIGHT Method (decentralised): Simplified Method (centralised): Page sample: homepage + all pages linked from the home (from the historical studies in Public Sector Body in PT this means an average of 60 pages) Page sample: For the simplified monitoring method, a number of pages appropriate to the estimated size and the complexity of the website shall be monitored in addition to the home page (see 3.4 of Annex I of Implementing Decision (EU) 2018/1524). Evaluation: Auto Tools to WCAG 2.1 AA The PSB can use any tool, but the AMA s team will load the sample in the Portuguese Observatory of Web Accessibility
The In-Depth Monitoring Method In-Depth Method (centralised): Initial sample: home, login, sitemap, search, contact, help and legal information pages; accessibility statement or policy; feedback mechanism; examples of pages having a substantially distinct appearance; at least one relevant page for each type of service provided; one relevant downloadable document; other pages deemed relevant by the monitoring body. If any of the pages in the sample include a step in a process, all the steps of the process shall be verified. (see 3.2 and 3.3 of Annex I of Implementing Decision (EU) 2018/1524). In-Depth LIGHT Method (decentralised): Based on a Checklist 10 critical aspects of functional accessibility : (1) Nav. Menus; (2) Headings and hierarchy; (3) Data Tables; (4) Forms; (5) Graphics and image-link; (6) Contrast; (7) Video & Audio Players; (8) Structure of the page; (9) HTML syntax; (10) PDF files. Evaluation: Manual Evaluation
The Usability tests Usability tests (centralised): The in-depth monitoring method may include, where appropriate, usability tests such as observing and analysing how users with disabilities perceive the content of the website or mobile application and how complex it is for them to use interface components like navigation menus or forms. (see 1.2.4 of Annex I of Implementing Decision (EU) 2018/1524). Usability tests LIGHT (decentralised): Minimum: 1 task; 2 people of 1 typology mentioned in the EN 301 549.
The Accessibility Statement (is part of the decentralised method) Automatic Evaluation 1 A11Y Manual Evaluation based on the Checklist 10 critical aspects [and Usability] Statement 2 3 Usability tests Note: 1 and 2 are mandatory; 3 is facultative
The accessibility statement Goal: a repository of evidences The 5 parts of the a11y statement: I. Intro + Compliance status: total, partial, no compliance; II. Preparation of this Accessibility Statement: Update data; A. Automatic assessment (links and results); B. Manual assessment (link and results); C. Usability tests (link and results) III. Feedback mechanism, to notify about failures or request info IV. Other evidences / efforts: e.g. the seal bronze, silver and gold. For example, a Gold website/App has to show evidence of having done usability tests w/ PwD. V. Enforcement procedure Based on WAI-Tools Project Generator see the PT Generator v.1 at https://amagovpt.github.io/gerador/#create See an example at: https://selo.usabilidade.gov.pt/acessibilidade/index.html
Ecosystem of the PT Evaluation Tools (4 + 1) (http://accessmonitor.acessibilidade.gov.pt) (...) AccessMonitor (...) (...) Observatory (...) MyMonitor StudyMonitor
From Global Statistics to Websites Report (The PSB will want more details than global statistics) (...) (...) (...) MyMonitor An important tool of: - Awareness - Teach/Learning - Monitoring - (...) Helping to create a Network of People Observatory
