Project Proposal – Hi-Software Compliance Sheriff Implementation

1. Project Proposal – Hi-Software Compliance Sheriff Implementation CIS 466 January 5, 2011 Carol (Heins) Gonzales, CPP ATI Coordinator Cheryl Pruitt, CSU ATI Special Consultant

2. Overview • Project Team • Project Overview • Problem • Goal and Objectives • Outcomes • What’s in it for you? • Who will this project benefit? • Disability & Accessibility • Background • HiSoftware, Inc. • Compliance Sheriff Web Evaluation Tool

3. Project Team • Carol (Heins) Gonzales, CPP ATI Coordinator • Cheryl Pruitt, CSU ATI Special Consultant • Experienced project managers • Experienced at preparing students for success as IT professionals • Years of computer science teaching experience • Dana Tannatt, HiSoftware, Inc., Vice President of Customer Solutions • Works with HiSoftware customers worldwide • CSU account executive

4. What problem are we trying to solve? • We bought the tool but … • Campuses lack a standard set of practices and tools for ATI/Section 508 compliance using Compliance Sheriff without duplicating effort given limited resources.

5. What does the Compliance Sheriff tool do? • Web based tool that determines whether information complies with Section 508 and the CSU Accessibility Requirements. The tool provides • Scanning • Monitoring • Visual Evaluation Tests • Reporting Compliance Sheriff Login

6. Goal & Objectives • Goal • To help campuses utilize the Compliance Sheriff Tool to its full potential • Objectives • Design sufficient roles, permissions, group policies that can be implemented in the Compliance Sheriff tool by the HiSoftware development team • Develop tool processes, procedures, and best practices that will facilitate deploying the tool to all campus user groups

7. Expected Project Outcomes • Deliverables • Program design, ready for implementation by HiSoftware developers, that includes sufficient roles, permissions, and group policies • Documented and tested processes and procedures that will help campuses utilize the tool to its full potential. • Documentation for implementation, training, and communication plan so that all 20 campuses can take advantage of the project team’s results.

8. What’s in it for you & your Resume? • Experience with • Computer program design for an international software company • Evaluating website designs for usability and accessibility • Communicating effectively with customers • Access to the knowledge and expertise of many resources including ATI web compliance staff across the CSU as well as the CSU’s HiSoftware account executive.    • A project with defined outcomes.

9. Who will this project benefit? • The results of this project will not only benefit CPP but also 19 other campuses in the CSU.  • You • A great project to have on your resume– working with the one of the largest university systems in the US and an international software company • Letters of recommendation from Dana Tannatt, Cheryl Pruitt, & Carol (Heins) Gonzales

10. Who will this project benefit? • You (continued) • Technical knowledge combined with good verbal and written communication skills, can lead to many different kinds of IT jobs. • Product Manager • Sales Engineer • Product Marketing • Web accessibility experience and knowledge that will make your programming skills more marketable especially considering the new ADA legislation.

11. Disability & Accessibility • Of 69.6 million families living in the US. 20.3 million families have at least one member with a disability. • Disability is a barrier in the physical, electronic and/or social environment. • The medical myth of disabilities • Sick and unable to perform • Need to be fixed, cured or made better • Successful participation suggests that participants should feel equal in the interaction and have access to the same resources and attention. • Paradigm shift from Medical to Independent Living to Minority and Consumer Model

12. Why is Accessibility Important? • The US Census Bureau estimates are that as much as 20 percent of the public cannot access Internet resources due to accessibility problems. • They can’t purchase products sold via online portals; • They can’t research products that might be purchased through stores • They can’t find companies through search engines that otherwise might answer their questions or solve their problems. • Pending Americans with Disabilities Act (ADA) legislation will require that websites be accessible to all Americans.

13. Background - 508 Overview • Section 508 of the Rehabilitation Act • 504 (“work-arounds” for accessibility issues) versus 508 (accessible with no issues) • Goal: to provide equally effective access to electronic & information technology regardless of disability. • It isn’t meant to change the content of the information. Accessibility is about equal & effective access to that content. • Aspects: development, procurement, maintenance, and use of electronic and information technology.

14. Background – CSU ATI • A CSU roadmap for ensuring accessibility of information technology & resources in accordance with Section 508 & EO 926 • Electronic and information technology • Electronic office and instructional tools • Web pages • Instructional materials

15. Background – Web Evaluation • Previously, left to each campus to implement a solution and process to monitor for web compliance. • 20 CSU campuses recently participated in the purchase of HiSoftware Compliance Sheriff through the CSU to help us with web accessibility monitoring and compliance.

16. HiSoftware, Inc. • A leading provider of Web content and social media compliance software • Headquartered in Nashua, NH • Regional offices in London • Established in 1998 • CSU Vendor since 2006

17. HiSoftware, Inc. • HiSoftware’s customers consist of many of the world’s largest public and private intranet and public facing sites including US and international government agencies and Forbes Global 2000 companies. • HiSoftware customer list

18. Quick Questions??

19. Web Accessibility Overview

20. Technology - Enabler vs. Barrier • Populations w/Disabilities vs. Population • College degrees: 21.9% vs. 43.1% • Full employment: 12.8% vs. 52.6% • Low income: 76.6% vs. 39.3% • A barrier can be denied access or inability to access – intentional or not.

21. Enabling Technology

22. Web Accessibility Demonstration • Cal Poly Pomona Home Page: http://video.csupomona.edu/ATI/JAWS-CPPWebPage-245.asx • Cal Poly Pomona People Search: http://video.csupomona.edu/ATI/JAWS-CPPSearchPeople-245.asx • Sample Images: http://video.csupomona.edu/ATI/JAWS-Images-245.asx

23. Accessibility-Related Laws • Federal Rehabilitation Act (1973) • Section 504 (effective 1977) • ADA (effective 1990) • Section 508 (effective 2001) • SB 105 – C.A. adoption of Section 508 (effective 2003) • SB 302 – CSU Specifically named (2003) • EO 926 – CSU Executive Order (effective 2005)

24. What does it mean to be accessible? • Navigation via keyboard • Text vs. images • Accessible by assistive technology (screen or document reader) • Text descriptions & Alternate text (Alt Text) for pictures • Descriptive notes, Descriptive audio, tactile maps • Videos • Captioned & Transcripts • Descriptive notes, Descriptive audio • Accessible by multiple means • Auditory, visual, tactile • Universal Design - Flexible content appeals to a variety of people (gender, age, socio economic status, abilities, etc.)

25. In general, how do you make something accessible? • Provide descriptive electronic text for images & closed caption/transcripts for videos • Provide Structure • Consider reading & navigation order • Headings & Titles • Templates • Use Built-in features as opposed to “brute force” • E.g., <H1> for headers, <ol>, <ul>, and <li> for bulleted lists, <th> for table headers • MathML (e.g., MathType by Design Science)

26. Web Accessibility • Section 508 – Section 1194.22 • Access Board – http://www.access-board.gov/sec508/guide/1194.22.htm • VPAT - http://www.itic.org/index.php?submenu=Resources&submenu=Resources&src=gendocs&ref=vpat&category=resources#1194.22 • WCAG 2.0 • http://www.w3.org/TR/2008/CR-WCAG20-20080430/ • 508 is a subset of WCAG • New versions of both WCAG and 508 (in process) • The new versions are “harmonized” • Neither official but under review – expected next year • Now the “definition of accessibility” consistent from these two sources

27. Industry Compliance Examples • IBM • Web Accessibility Guidelines: http://www-03.ibm.com/able/guidelines/web/accessweb.html • Lotus Notes Developer Guidelines: http://www-03.ibm.com/able/guidelines/notes/accessr5.html • Target • Target Online Assistive Technology Guidelines: http://www.dralegal.org/downloads/cases/target/Final-Exhibit-C-TOATG-1.DOC

28. So, what is the risk? • Legal violations • Discrimination/Civil rights • Federal & State laws • Monetary Damages • Target • Impact to company image • Lost opportunities • University donations? • Others??

29. Cases in the News • Target • http://arstechnica.com/old/content/2008/08/target-to-pay-6-million-to-settle-site-accessibility-suit.ars • Penn State • “Penn State Accused of Discriminating Against Blind Student” • “Key Penn State Systems ‘Inaccessible’ to Blind People, Complaint Says”

30. Overview of the Target Case • Website was not accessible to those using screen reading programs. • Purchase transactions could not be performed • There was inaccessible content. • Website was considered to be an extension of the services provided by the store. • Accessibility applies to the services of a place of public accommodation, not services in a place of public accommodation

31. Laws at Issue in the Target Case • American with Disabilities Act - Full and equal enjoyment of the goods, services, facilities … • Public accommodation includes: a bakery, grocery store, clothing store, hardware store, shopping center, or other sales or rental establishment; … 42 U.S.C. § 12181(7). • State Laws • Unruh Civil Rights Act - All persons … are entitled to the full and equal accommodations, advantages, facilities, privileges, or services in all business establishments of every kind whatsoever. Call. Civil Code § 51(b). • California Disabled Persons Act • Individuals with disabilities shall be entitled to full and equal access, as other members of the general public, to … privileges of all places of public accommodation … as other places to which the general public is invited. Civil Code § 54.1(a).

32. Overview of Settlement Agreement Injunctive relief: Target Online Assistive Technology Guidelines (TOATG) and ensure equal access and usability. Monitoring: NFB will conduct quarterly and annual testing of the website’s continued accessibility. Training: NFB shall provide training to Target employees responsible for coding the target.com website. Damages: Target shall provide a fixed amount of funds for payment of claims and any funds left over after the claims period ends will be donated to Recordings for the Blind and Dyslexic and the Braille Institute of America. Fees and costs: Target will reimburse plaintiffs for reasonable attorney fees and costs, though the amount of fees and costs has yet to be determined.

33. Web Accessibility- 5 Major Areas Text alternatives for images* Captioning/transcripts for video or animation. Labeling of forms* Accommodations for in-page navigation* Keyboard access* *Target.com is used as a case example.

34. Text alternatives – Links With missing alt-text, JAWS will read: ref=nav_t_spc_1_1_0/602-4596352-0689434?ie=UTF8&amp;node=1041790 ref=nav_t_spc_2_1_0/602-4596352-0689434?ie=UTF8&amp;node=1041828 Target.com had 1,719 alt-text errors on 9 pages of which 293 were considered critical for use.

35. Text alternatives – Text Boxes Disabilities statement and investor information – images instead of text.

36. Videos - Captioning/Transcripts • PBS • http://pbskids.org/video/ • Alphabet Lesson – youtube • http://www.youtube.com/watch?v=usOTCXt9NTU • Flash tutorial and example - CSULB • http://www.csulb.edu/lats/itss/design/xml-files/flashvideo.html • http://chemistry.csulb.edu/chem105/lab006/index.html • Streamed video - AOL • http://site.aol.com/accessibility/press/sample.html

37. Form labels Users must be confident of what to enter in a input field or why to check a checkbox There are simple techniques to assure that screen reader will convey the correct information None of the forms on Target.com were correctly labeled JAWS guessed correctly about 75% of time.

38. In-page navigation Access to a web page without a mouse is linear, not two dimensional – left to right, top to bottom Techniques improve screen reader and keyboard access include skip links and headings markup With so many links on shopping sites, these accommodations are essential for access. For example, there were about 60 links preceding “Search results”

39. Keyboard access All function and interaction must be available to users who do not use a mouse Easy to check – easy to implement In July 2005, it was impossible to complete a purchase on Target.com without a mouse Could not tab to “Continue to Checkout”

40. Target’s Follow Up Actions Meet agreed upon guidelines ~ WCAG P1 + 508 Quarterly audit with enterprise testing tool (Worldspace by Deque) Annual thorough assessment ~ 40 pages Annual user testing 42

41. Evaluating Web Accessibility • Compliance Review • Section 508 is the legal requirement • http://www.access-board.gov/sec508/guide/ • VPAT – Voluntary Product Accessibility Template • http://www.itic.org/index.php?submenu=Resources&submenu=Resources&src=gendocs&ref=vpat&category=resources • Is compliance enough? • WCAG (http://www.w3.org/standards/webdesign/) • Usability • Methods • Automated tools – 60% • Manual/human testing for the remainder • Accessibility Tools • Assistive Technology

42. Resources & References • ATI Website • http://www.csupomona.edu/~accessibility/