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© hassellinclusion
How BS 8878 brings together 
usability  accessibility
Prof Jonathan Hassell
Director, Hassell Inclusion ltd.
Chair, BSI IST/45
Camp Digital Manchester
29th March 2012
hassellinclusion
© hassellinclusion
Thinking of Accessibility as Compliance with Standards…
… gets rid of some of your legal and reputational risks
© hassellinclusion
But it’s not the key to your success…
And, without thinking of the people you’re trying to help,
it’s not exactly exciting…
© hassellinclusion
And for a lot of people it feels like this…
© hassellinclusion
Listening to your diverse audiences need’s…
identifies challenges…
but innovation often follows a challenge
© hassellinclusion
IST/45 view: what accessibility really should be…
•  all about disabled people
•  aim shouldn’t be accessibility… or even usability…
but a great user experience for disabled and elderly people
•  whether they can get the right value out of what you create
•  exactly what you aim for, for every other audience
•  you don’t want to exclude 10m+ people from using your products…
•  so why don’t more organisations do it?
© hassellinclusion
How does BS8878 help?
–  presents the business-case for accessibility and digital inclusion
–  gives advice for how to embed accessibility strategically within an organisation
–  shows a process which identifies the key decisions
which are taken in a web product’s lifecycle which impact accessibility
–  recommends an informed way of making these decisions…
–  and a way of documenting all of this to ensure best practice
Organizational
Web
Accessibility
Policy
Web
Product
Accessibility
Policy
Web
Product
Accessibility
Statement
© hassellinclusion
The accessibility of your web products
is in all these people’s hands…
Designers Writers
Project Mgrs Product Mgrs
Finance Legal Marketing Strategy
Snr Mgrs
Research  TestersDevelopers
© hassellinclusion
Embedding motivation
Designers Writers
Project Mgrs Product Mgrs
Finance Legal
Snr Mgrs
Research  TestersDevelopers
•  Need to motivate each
group…
•  Or just use a business
case for the top level and
set policy top to bottom…
–  check out OneVoice business
cases…
Marketing Strategy
© hassellinclusion
Embedding responsibility
Designers Writers
Project Mgrs Product Mgrs
Finance Legal Marketing Strategy
Snr Mgrs
Research  TestersDevelopers
•  Work out whose
responsibility accessibility
should ultimately be…
•  Make sure they delegate
(and monitor results) well
•  Make sure those delegated
to are trained in their
responsibilities
© hassellinclusion
Embedding through 
strategic policies
Designers Writers
Project Mgrs Product Mgrs
Snr Mgrs
TestersDevelopers
Finance Legal Marketing Strategy
•  create an Organizational Web Accessibility Policy to strategically embed accessibility
into the organization’s business as usual
•  including where accessibility is embedded in:
•  web procurement policy
•  web technology policy
•  marketing guidelines
•  web production standards
(e.g. compliance with WCAG, browser support, AT support)
© hassellinclusion
Harmonising accessibility 
with user-centred/inclusive design processes
•  relating web accessibility to wider human-
centred and inclusive design practices
From:
ISO/FDIS 9241-210
Human-centred design for
interactive systems
•  and bringing in concepts of
user-personalised
approaches…
© hassellinclusion
Yes,
there are
16steps

(sorry…)
1. Purpose
2. Target audiences
3. Audience needs
4. Preferences  restrictions
5. Relationship
6. User goals
1st
stage:
The right
research
 thought
before you
start
7. Degree of UX
8. Inclusive cf. personalised
9. Delivery platforms
10. Target browsers, OSes, ATs
11. Create/procure, in-house/contract
12. Web technologies
2nd
stage:
Making
strategic
choices
based on
that
research
13. Web guidelines
14. Assuring accessibility
15. Launch information
16. Post-launch plans
3rd
stage:
Production,
launch,
update
cycle
© hassellinclusion
An informed way of making good decisions
•  every decision taken could affect
whether the product will include or
exclude disabled and elderly people
•  so every decision should be:
–  recognised as a decision
–  have all options and implications
considered
–  made based on justifiable reasoning
–  noted in the Web Product’s
Accessibility Policy for transparency
•  at every step of the process
© hassellinclusion
BS8878 Product process 
- 1st stage: doing the right research  thought before you start…
1. Purpose
2. Target audiences
3. Audience needs
4. Preferences  restrictions
5. Relationship
6. User goals
1st
stage:
The right
research
 thought
before you
start
© hassellinclusion
2. Define its target audiences
•  can you predict/control who
will use it?
–  e.g. an Intranet
–  or an extranet
•  or will be used by a range of
audiences?
•  is it designed for a particular
audience?
© hassellinclusion
3. Analyse the needs of those audiences for the product
–  questions:
•  what are their general needs from the user experience of a web product?
•  do they have specific needs from the product?
–  how are you going to research these needs?
•  general desk research into
‘disabled people’s use of the web’
•  your own research – surveys, ethnographic
research into the context, preferences and specific
product needs of your audiences
–  like you might do for non-disabled audiences…
–  resulting in personas etc.
© hassellinclusion
4. Note any platform or technology preferences  restrictions
–  for example:
•  lack of ability to download  install plug-ins or browser updates
•  IT policy restrictions in offices, colleges preventing use of browser preferences,
installation of assistive technologies
•  strong platform preferences due to worries of cost/complexity/security
–  will impact on technology choice, platform choice, reliance on ATs to mediate
website experiences
•  cf. rich-media technologies like Flash
and ‘alternative versions’
•  accessibility isn’t about luddite-ism;
it is about understanding what your audience
really need…
© hassellinclusion
BS8878 Product process 
- 2nd stage: making strategic choices based on that research
7. Degree of UX
8. Inclusive cf. personalised
9. Delivery platforms
10. Target browsers, OSes, ATs
11. Create/procure, in-house/contract
12. Web technologies
2nd
stage:
Making
strategic
choices
based on
that
research
© hassellinclusion
7. Consider the degree of user-experience the product will
aim to provide
–  degrees:
•  technically accessible
•  usable
•  satisfying/enjoyable
–  an example for online Pacman:
•  Technically accessible
= can control Pacman using a switch
•  Usable
= have a chance of winning as the ghosts
adapt to the speed of interaction of my switch
•  Satisfying
= have the right level of challenge (not too easy or too hard)
–  define the aim for each combination
of user group and user goal
–  BS8878 doesn’t tell you what level you should pick, just lets you know what the options are,
and asks you to choose a level you feel you can justify
© hassellinclusion
8. Consider inclusive design and user-personalized approaches
–  non-individualized/inclusive
•  accessibility through guidelines, inclusive design, ATs, user-testing…
–  user-personalized allows…
•  users to specify their needs and then…
–  finds a suitable product from a number of alternative versions, or
–  adapts the web product to those needs
•  often through ‘additional accessibility measures’
–  circumstances where a personalised approach could be useful:
•  where a ‘one size fits all’ approach doesn’t work for all your target audiences
•  if individual relationship with audience is possible/expected (e.g. eLearning) then a personalised
approach might be expected
•  for audiences with restrictions on browser, installation etc.
–  user-personalized should always complement,
never replace, inclusive design approaches
© hassellinclusion
–  which platforms are you going to support,
and what degree of accessibility will you aim to achieve?
–  useful research to have:
–  are you in control of which platforms your users will use your product on?
–  no, if it’s available publicly via a browser
–  yes, if it’s an intranet or only available as an app
–  are your users likely to have a preference on the platforms on which to use your
product?
–  options for degree of accessibility to aim for across different platforms?
1.  one accessible product for desktop, hope standards will make it work on other platforms
2.  as (1) but with UI tweaks (device detection) and accessibility testing on other platforms
3.  versions optimised for each platform, including appropriate UI and functionality subset,
fully tested
9. Consider the delivery platforms you will support
(and their accessibility implications)
© hassellinclusion
BS8878 Product process 
- 3rd stage: production, launch and maintenance (lifecycle)
13. Web guidelines
14. Assuring accessibility
15. Launch information
16. Post-launch plans
3rd
stage:
Production,
launch,
update
cycle
© hassellinclusion
14. Assure the product’s accessibility through production
–  creating an accessibility test plan
•  which testing methods will be used…
•  at what points of the production process…
–  sticking to the plan
–  finding out whether you are achieving your target
degree of UX
–  when the ideal isn’t possible…
Quality of data
User testing
User reviews / interviews
Remote testing
Expert walkthrough
Heuristics
Automated testing
Testing with assistive technologies
Cost
© hassellinclusion
15. Communicate accessibility decisions at launch
•  working out which compromises you can launch with…
and which you can’t…
–  achieving the minimal viable product and managing accessibility risk
•  communicating all those decisions  compromises to your audiences…
–  in an easily found accessibility statement on your website
–  which your audiences can understand… Confusing	
  help	
  text:	
  A	
  number	
  of	
  sites	
  accessed	
  by	
  
par3cipants	
  provided	
  help	
  pages	
  which	
  were	
  so	
  
technical	
  that	
  they	
  were	
  prac3cally	
  useless.	
  Men3on	
  
of	
  plugins	
  and	
  cookies	
  resulted	
  in	
  complete	
  
confusion	
  by	
  the	
  users	
  and	
  apprehension	
  about	
  
whether	
  they	
  were	
  able	
  to	
  follow	
  the	
  instruc3ons	
  
given.	
  
Rob Wemyss
Head of Accessibility
Royal Mail Group
“BS 8878 is an integral part
of our web accessibility
strategy.
It has given us the
framework to help reduce
costs and improve the
quality when delivering
accessible web products for
our customers.”
© hassellinclusion
Summary: in a team/organisation that follows BS8878
•  you’ll be expected to take accessibility seriously by product managers
•  you’ll be in a team where each member knows what accessibility expects from them
•  they’ll ask you to follow a user-centred design process (like I guess you want anyway)
•  they’ll ask you for/give you real-world user-research to help good decision making
•  you’ll be empowered to make decisions re accessibility, as long as you can justify them,
and write them down
•  you’ll have the freedom to create product variations where users’ needs diverge
•  you’ll have a place to find best practice help for accessible design beyond the web
•  you’ll be asked to test products for accessibility, alongside usability, to the level the
budget will allow (and they’ll be aware of the limited benefits of cheap options)
•  you’ll be freed from the impossibility of doing everything you could possibly do for v1.0,
as long as you tell your audience why and when they’ll get what they need
© hassellinclusion
If you need support  training – I’m happy to help...
© hassellinclusion
Training 
support for
Embedding
Standards
Innovation
www.hassellinclusion.com
hassellinclusion
Strategy 
research
© hassellinclusion
Get latest news, tools, blogs, training:
www.hassellinclusion.com/bs8878/
Join the community:
www.meetup.com/bs8878-web-accessibility/
© hassellinclusion
e: jonathan@hassellinclusion.com
t: @jonhassell
w: www.hassellinclusion.com

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HOW BS8878 - THE UK WEB ACCESSIBILITY STANDARDS - BRING TOGETHER ACCESSIBILITY AND USABILITY

  • 1. © hassellinclusion How BS 8878 brings together usability accessibility Prof Jonathan Hassell Director, Hassell Inclusion ltd. Chair, BSI IST/45 Camp Digital Manchester 29th March 2012 hassellinclusion
  • 2. © hassellinclusion Thinking of Accessibility as Compliance with Standards… … gets rid of some of your legal and reputational risks
  • 3. © hassellinclusion But it’s not the key to your success… And, without thinking of the people you’re trying to help, it’s not exactly exciting…
  • 4. © hassellinclusion And for a lot of people it feels like this…
  • 5. © hassellinclusion Listening to your diverse audiences need’s… identifies challenges… but innovation often follows a challenge
  • 6. © hassellinclusion IST/45 view: what accessibility really should be… •  all about disabled people •  aim shouldn’t be accessibility… or even usability… but a great user experience for disabled and elderly people •  whether they can get the right value out of what you create •  exactly what you aim for, for every other audience •  you don’t want to exclude 10m+ people from using your products… •  so why don’t more organisations do it?
  • 7. © hassellinclusion How does BS8878 help? –  presents the business-case for accessibility and digital inclusion –  gives advice for how to embed accessibility strategically within an organisation –  shows a process which identifies the key decisions which are taken in a web product’s lifecycle which impact accessibility –  recommends an informed way of making these decisions… –  and a way of documenting all of this to ensure best practice Organizational Web Accessibility Policy Web Product Accessibility Policy Web Product Accessibility Statement
  • 8. © hassellinclusion The accessibility of your web products is in all these people’s hands… Designers Writers Project Mgrs Product Mgrs Finance Legal Marketing Strategy Snr Mgrs Research TestersDevelopers
  • 9. © hassellinclusion Embedding motivation Designers Writers Project Mgrs Product Mgrs Finance Legal Snr Mgrs Research TestersDevelopers •  Need to motivate each group… •  Or just use a business case for the top level and set policy top to bottom… –  check out OneVoice business cases… Marketing Strategy
  • 10. © hassellinclusion Embedding responsibility Designers Writers Project Mgrs Product Mgrs Finance Legal Marketing Strategy Snr Mgrs Research TestersDevelopers •  Work out whose responsibility accessibility should ultimately be… •  Make sure they delegate (and monitor results) well •  Make sure those delegated to are trained in their responsibilities
  • 11. © hassellinclusion Embedding through strategic policies Designers Writers Project Mgrs Product Mgrs Snr Mgrs TestersDevelopers Finance Legal Marketing Strategy •  create an Organizational Web Accessibility Policy to strategically embed accessibility into the organization’s business as usual •  including where accessibility is embedded in: •  web procurement policy •  web technology policy •  marketing guidelines •  web production standards (e.g. compliance with WCAG, browser support, AT support)
  • 12. © hassellinclusion Harmonising accessibility with user-centred/inclusive design processes •  relating web accessibility to wider human- centred and inclusive design practices From: ISO/FDIS 9241-210 Human-centred design for interactive systems •  and bringing in concepts of user-personalised approaches…
  • 13. © hassellinclusion Yes, there are 16steps (sorry…) 1. Purpose 2. Target audiences 3. Audience needs 4. Preferences restrictions 5. Relationship 6. User goals 1st stage: The right research thought before you start 7. Degree of UX 8. Inclusive cf. personalised 9. Delivery platforms 10. Target browsers, OSes, ATs 11. Create/procure, in-house/contract 12. Web technologies 2nd stage: Making strategic choices based on that research 13. Web guidelines 14. Assuring accessibility 15. Launch information 16. Post-launch plans 3rd stage: Production, launch, update cycle
  • 14. © hassellinclusion An informed way of making good decisions •  every decision taken could affect whether the product will include or exclude disabled and elderly people •  so every decision should be: –  recognised as a decision –  have all options and implications considered –  made based on justifiable reasoning –  noted in the Web Product’s Accessibility Policy for transparency •  at every step of the process
  • 15. © hassellinclusion BS8878 Product process - 1st stage: doing the right research thought before you start… 1. Purpose 2. Target audiences 3. Audience needs 4. Preferences restrictions 5. Relationship 6. User goals 1st stage: The right research thought before you start
  • 16. © hassellinclusion 2. Define its target audiences •  can you predict/control who will use it? –  e.g. an Intranet –  or an extranet •  or will be used by a range of audiences? •  is it designed for a particular audience?
  • 17. © hassellinclusion 3. Analyse the needs of those audiences for the product –  questions: •  what are their general needs from the user experience of a web product? •  do they have specific needs from the product? –  how are you going to research these needs? •  general desk research into ‘disabled people’s use of the web’ •  your own research – surveys, ethnographic research into the context, preferences and specific product needs of your audiences –  like you might do for non-disabled audiences… –  resulting in personas etc.
  • 18. © hassellinclusion 4. Note any platform or technology preferences restrictions –  for example: •  lack of ability to download install plug-ins or browser updates •  IT policy restrictions in offices, colleges preventing use of browser preferences, installation of assistive technologies •  strong platform preferences due to worries of cost/complexity/security –  will impact on technology choice, platform choice, reliance on ATs to mediate website experiences •  cf. rich-media technologies like Flash and ‘alternative versions’ •  accessibility isn’t about luddite-ism; it is about understanding what your audience really need…
  • 19. © hassellinclusion BS8878 Product process - 2nd stage: making strategic choices based on that research 7. Degree of UX 8. Inclusive cf. personalised 9. Delivery platforms 10. Target browsers, OSes, ATs 11. Create/procure, in-house/contract 12. Web technologies 2nd stage: Making strategic choices based on that research
  • 20. © hassellinclusion 7. Consider the degree of user-experience the product will aim to provide –  degrees: •  technically accessible •  usable •  satisfying/enjoyable –  an example for online Pacman: •  Technically accessible = can control Pacman using a switch •  Usable = have a chance of winning as the ghosts adapt to the speed of interaction of my switch •  Satisfying = have the right level of challenge (not too easy or too hard) –  define the aim for each combination of user group and user goal –  BS8878 doesn’t tell you what level you should pick, just lets you know what the options are, and asks you to choose a level you feel you can justify
  • 21. © hassellinclusion 8. Consider inclusive design and user-personalized approaches –  non-individualized/inclusive •  accessibility through guidelines, inclusive design, ATs, user-testing… –  user-personalized allows… •  users to specify their needs and then… –  finds a suitable product from a number of alternative versions, or –  adapts the web product to those needs •  often through ‘additional accessibility measures’ –  circumstances where a personalised approach could be useful: •  where a ‘one size fits all’ approach doesn’t work for all your target audiences •  if individual relationship with audience is possible/expected (e.g. eLearning) then a personalised approach might be expected •  for audiences with restrictions on browser, installation etc. –  user-personalized should always complement, never replace, inclusive design approaches
  • 22. © hassellinclusion –  which platforms are you going to support, and what degree of accessibility will you aim to achieve? –  useful research to have: –  are you in control of which platforms your users will use your product on? –  no, if it’s available publicly via a browser –  yes, if it’s an intranet or only available as an app –  are your users likely to have a preference on the platforms on which to use your product? –  options for degree of accessibility to aim for across different platforms? 1.  one accessible product for desktop, hope standards will make it work on other platforms 2.  as (1) but with UI tweaks (device detection) and accessibility testing on other platforms 3.  versions optimised for each platform, including appropriate UI and functionality subset, fully tested 9. Consider the delivery platforms you will support (and their accessibility implications)
  • 23. © hassellinclusion BS8878 Product process - 3rd stage: production, launch and maintenance (lifecycle) 13. Web guidelines 14. Assuring accessibility 15. Launch information 16. Post-launch plans 3rd stage: Production, launch, update cycle
  • 24. © hassellinclusion 14. Assure the product’s accessibility through production –  creating an accessibility test plan •  which testing methods will be used… •  at what points of the production process… –  sticking to the plan –  finding out whether you are achieving your target degree of UX –  when the ideal isn’t possible… Quality of data User testing User reviews / interviews Remote testing Expert walkthrough Heuristics Automated testing Testing with assistive technologies Cost
  • 25. © hassellinclusion 15. Communicate accessibility decisions at launch •  working out which compromises you can launch with… and which you can’t… –  achieving the minimal viable product and managing accessibility risk •  communicating all those decisions compromises to your audiences… –  in an easily found accessibility statement on your website –  which your audiences can understand… Confusing  help  text:  A  number  of  sites  accessed  by   par3cipants  provided  help  pages  which  were  so   technical  that  they  were  prac3cally  useless.  Men3on   of  plugins  and  cookies  resulted  in  complete   confusion  by  the  users  and  apprehension  about   whether  they  were  able  to  follow  the  instruc3ons   given.  
  • 26. Rob Wemyss Head of Accessibility Royal Mail Group “BS 8878 is an integral part of our web accessibility strategy. It has given us the framework to help reduce costs and improve the quality when delivering accessible web products for our customers.”
  • 27. © hassellinclusion Summary: in a team/organisation that follows BS8878 •  you’ll be expected to take accessibility seriously by product managers •  you’ll be in a team where each member knows what accessibility expects from them •  they’ll ask you to follow a user-centred design process (like I guess you want anyway) •  they’ll ask you for/give you real-world user-research to help good decision making •  you’ll be empowered to make decisions re accessibility, as long as you can justify them, and write them down •  you’ll have the freedom to create product variations where users’ needs diverge •  you’ll have a place to find best practice help for accessible design beyond the web •  you’ll be asked to test products for accessibility, alongside usability, to the level the budget will allow (and they’ll be aware of the limited benefits of cheap options) •  you’ll be freed from the impossibility of doing everything you could possibly do for v1.0, as long as you tell your audience why and when they’ll get what they need
  • 28. © hassellinclusion If you need support training – I’m happy to help...
  • 29. © hassellinclusion Training support for Embedding Standards Innovation www.hassellinclusion.com hassellinclusion Strategy research
  • 30. © hassellinclusion Get latest news, tools, blogs, training: www.hassellinclusion.com/bs8878/ Join the community: www.meetup.com/bs8878-web-accessibility/
  • 31. © hassellinclusion e: jonathan@hassellinclusion.com t: @jonhassell w: www.hassellinclusion.com