1 00:00:03,400 --> 00:00:09,160 My name is Dan Tuleta, Senior Sales Engineer  with the Equidox accessibility team. Today   2 00:00:09,160 --> 00:00:14,640 I'm going to be giving a quick demonstration  of our Equidox PDF accessibility software.   3 00:00:14,640 --> 00:00:19,760 Equidox is a web-based application that can  be operated directly through your browser. It   4 00:00:19,760 --> 00:00:25,040 also uses a concurrent user licensing model,  which allows for a larger number of users to   5 00:00:25,040 --> 00:00:29,960 share access. It is only limited to the number  of people who are logged in simultaneously.   6 00:00:31,800 --> 00:00:36,520 Another nice aspect of being web-based  is that Equidox allows for collaboration.   7 00:00:36,520 --> 00:00:39,920 You can share documents with other  users in your account, and you can   8 00:00:39,920 --> 00:00:45,480 even have multiple users remediating  the same document at the same time. 9 00:00:45,480 --> 00:00:50,080 The first thing I will do is import  a document. I can open my folders and   10 00:00:50,080 --> 00:00:55,640 select a document or multiple documents to  drag and drop into the import screen. Once   11 00:00:55,640 --> 00:00:59,920 the document finishes uploading to the  cloud, a blue import button will appear.   12 00:01:00,640 --> 00:01:05,280 Pressing this button will trigger an automated  process where Equidox will begin to analyze the   13 00:01:05,280 --> 00:01:11,480 document for either existing tag structure or, if  the document has not yet been previously tagged,   14 00:01:11,480 --> 00:01:17,960 Equidox will automatically identify things like  text, images, hyperlinks, and even fillable form   15 00:01:17,960 --> 00:01:24,880 fields. Returning to the document list, I can  now see the document that I just imported. When   16 00:01:24,880 --> 00:01:30,400 I click on the document, I will arrive at the  document detail page. From here, I can see a   17 00:01:30,400 --> 00:01:35,680 thumbnail of all pages in the document and adjust  some of the basic properties of the document,   18 00:01:35,680 --> 00:01:42,640 such as the title, the author, or the language  attribute. There is also an Images tab that   19 00:01:42,640 --> 00:01:49,800 allows me to add alt text or artifact any  images in the document from one location. 20 00:01:49,800 --> 00:01:53,120 If I click on the thumbnail for the  one and only page in this document,   21 00:01:53,120 --> 00:01:57,800 I will enter the remediation page, where I  can make changes to the reading zones on the   22 00:01:57,800 --> 00:02:03,840 document. The reading zones are represented by  these yellow boxes that cover up the content,   23 00:02:03,840 --> 00:02:10,200 and they will ultimately create the PDF tag  structure when we export the document. Since   24 00:02:10,200 --> 00:02:15,240 this document was untagged to begin with, most  of the zones on this page say "TX" in the upper   25 00:02:15,240 --> 00:02:21,800 left-hand corner to indicate that they are text  zones. I can also see zones with the IMG label   26 00:02:21,800 --> 00:02:28,160 to indicate where the images are located. In the  upper right-hand corner of the zone, I can see   27 00:02:28,160 --> 00:02:35,360 a number that reflects the reading order of the  page. If I am unsatisfied with the size, location,   28 00:02:35,360 --> 00:02:41,320 and number of reading zones on the page based on  where Equidox has auto-detected the content, I can   29 00:02:41,320 --> 00:02:48,000 use the zone detection slider to adjust the way  that Equidox analyzes the page. If I slide further   30 00:02:48,000 --> 00:02:53,480 to the left, Equidox will be much more focused  and create very granular reading zones, whereas   31 00:02:53,480 --> 00:02:59,920 if I slide further to the right, Equidox zooms  its focus out and gives me much larger zones. 32 00:02:59,920 --> 00:03:04,960 The purpose of the slider is to give you different  options as starting points, so there's less manual   33 00:03:04,960 --> 00:03:11,680 work required to establish zones and manipulate  their size and location. Another very important   34 00:03:11,680 --> 00:03:16,560 feature of Equidox is the button that looks like  a computer monitor. When I press this button,   35 00:03:16,560 --> 00:03:21,960 a separate tab will open in my browser and show  me an HTML preview of the page I'm currently   36 00:03:21,960 --> 00:03:27,960 working on. The reason this HTML preview is  important is because this is a simple and   37 00:03:27,960 --> 00:03:33,880 linear representation of how a screen reader would  read the content on this page. If I were to stop   38 00:03:33,880 --> 00:03:41,080 working and export the document, I can use this  HTML preview to validate the accuracy of my work,   39 00:03:41,080 --> 00:03:47,560 because this HTML represents what the PDF  tags will become when I export the document. 40 00:03:47,560 --> 00:03:52,200 Returning to the PDF page, I'm going to start  adjusting my zones to create the proper tags   41 00:03:52,200 --> 00:03:57,600 on this document. The first zones that I  like to set are headings. The main title   42 00:03:57,600 --> 00:04:03,520 on the top of this page, in the large bold  font, is going to be my heading level one.   43 00:04:03,520 --> 00:04:08,480 Under the zone properties, I can use the  dropdown menu and change it to a heading,   44 00:04:08,480 --> 00:04:13,880 or I can use keyboard shortcuts. In  order to set a heading level one,   45 00:04:13,880 --> 00:04:18,880 I can simply press one on my keyboard, and I  will repeat that step with my heading level   46 00:04:18,880 --> 00:04:25,200 twos and my heading level threes by hitting  two and three, respectively, on my keyboard. 47 00:04:25,200 --> 00:04:31,840 Returning to the HTML preview, I can now see  the headings identified by this large bold font.   48 00:04:31,840 --> 00:04:36,800 The next element I will work on is this nested  list, which you can probably tell from the HTML   49 00:04:36,800 --> 00:04:43,160 preview is not tagged as a list at all. We use  computer vision and machine learning techniques,   50 00:04:43,160 --> 00:04:49,480 and we have trained Equidox to identify list  items and nested list items automatically.   51 00:04:49,480 --> 00:04:54,760 All I have to do is hit L on my keyboard to  set the element as a list and then use my   52 00:04:54,760 --> 00:04:59,960 list detection slider. In just a second  or two, Equidox has located a list item   53 00:04:59,960 --> 00:05:05,840 and multiple layers of nesting inside of them.  Returning to the HTML preview, instead of that   54 00:05:05,840 --> 00:05:11,200 list being read as a strange run-on sentence  without any punctuation, it will now have a   55 00:05:11,200 --> 00:05:18,840 proper list tag structure and be fully usable and  understandable for an assistive technology user. 56 00:05:18,840 --> 00:05:23,480 The next element to focus on is this table, which  currently looks nothing like a table at all in   57 00:05:23,480 --> 00:05:29,840 the HTML preview. If this table was ignored, an  assistive technology user would hear all that data   58 00:05:29,840 --> 00:05:34,960 read in a random order without any ability to  navigate or understand what they were listening   59 00:05:34,960 --> 00:05:41,440 to. Tables are notoriously difficult and  time-consuming to tag properly. However,   60 00:05:41,440 --> 00:05:47,920 with Equidox, all I need to do is click and drag  to create a single zone on top of the table. Next,   61 00:05:47,920 --> 00:05:53,320 I will hit "T" on my keyboard to change it  to a table and double-click on the zone to   62 00:05:53,320 --> 00:05:59,800 open the table editor. Inside the table editor,  there are now some green grid lines that Equidox   63 00:05:59,800 --> 00:06:05,800 has drawn for me. I can click to manipulate the  location of these grid lines, but I prefer to use   64 00:06:05,800 --> 00:06:12,360 the table detector. Similar to the list detector,  the table detector sliders are also using computer   65 00:06:12,360 --> 00:06:18,480 vision and machine learning to identify  the location of all the cells in the table. 66 00:06:18,480 --> 00:06:23,160 If I take a look at the HTML preview of this  table, I will see that instead of having a   67 00:06:23,160 --> 00:06:29,560 random string of information, I have a real table  structure with rows, columns, and table data.   68 00:06:31,120 --> 00:06:35,680 However, there are a couple of other things  I need to do to make this table perfect. The   69 00:06:35,680 --> 00:06:43,240 years 2023 and 2024 need to be spanned or  merged across multiple columns. To span,   70 00:06:43,240 --> 00:06:48,960 I simply select the cell where the  span begins, hold shift on my keyboard,   71 00:06:48,960 --> 00:06:55,480 and select the cell where the span ends. Next,  I just hit "S" on my keyboard. I will repeat   72 00:06:55,480 --> 00:07:01,080 this process for the other part of the table.  Returning to the preview, I can see that all of   73 00:07:01,080 --> 00:07:06,880 those extra cells have now been consolidated. The  other thing I need to correct on this table is to   74 00:07:06,880 --> 00:07:12,280 identify that there are two levels of column  headers. Not only is the year a column header,   75 00:07:12,280 --> 00:07:17,760 but the individual quarters within each year  need to be tagged as headers as well. By default,   76 00:07:17,760 --> 00:07:23,720 Equidox assumes that each table has a single  column header and a single row header. In this   77 00:07:23,720 --> 00:07:28,960 example, we have two column headers, so I just  have to hit the up arrow to change the column   78 00:07:28,960 --> 00:07:35,440 header from one to two. Lastly, Equidox is able  to provide an accurate table summary by simply   79 00:07:35,440 --> 00:07:41,120 hitting this check box. Although not necessarily  a requirement, certain accessibility checkers will   80 00:07:41,120 --> 00:07:48,160 flag tables for not having table summaries.  We have automated this task for our users. 81 00:07:48,160 --> 00:07:52,320 One final look at the HTML preview will  show that both of the top two rows and the   82 00:07:52,320 --> 00:07:57,480 far left column are in bold font, confirming  that those cells will be tagged as headers,   83 00:07:57,480 --> 00:08:03,800 while the standard font will be correctly  tagged as table data. Returning to the full PDF,   84 00:08:03,800 --> 00:08:08,800 I cannot forget about the two images on this  page. In the upper left-hand corner of the page,   85 00:08:08,800 --> 00:08:14,960 we have our Equidox logo. I can add alt text to  this image by typing into the description field   86 00:08:14,960 --> 00:08:21,880 that appears when I select the image zone. Halfway  down the page, I have another image of our logo,   87 00:08:21,880 --> 00:08:27,080 but this time there is a dog in the picture.  This is not a document about dogs, and there's   88 00:08:27,080 --> 00:08:31,880 nothing critical being displayed in this image  that will allow an assistive technology user to   89 00:08:31,880 --> 00:08:38,040 better understand the information on this page.  So I might elect to artifact this image to avoid   90 00:08:38,040 --> 00:08:45,320 filling up the page with redundant alt text. I  can artifact this image or any zone by hitting   91 00:08:45,320 --> 00:08:52,120 backspace on my keyboard. The zone will disappear,  removing my responsibility to add alt text to it.   92 00:08:52,120 --> 00:08:57,400 The visual representation of the image will still  be there in the PDF, but an assistive technology   93 00:08:57,400 --> 00:09:03,080 user will skip past it because it will not  be included in the tagged reading order. 94 00:09:03,080 --> 00:09:08,960 If I now take a final look at my HTML preview,  I have just one final issue to fix: my reading   95 00:09:08,960 --> 00:09:13,960 order is not exactly what I want it to be. We can  see that the table has found its way to the very   96 00:09:13,960 --> 00:09:19,840 bottom of the reading order because I manually  drew that zone. If I return to the page editor,   97 00:09:19,840 --> 00:09:25,440 I can press the reorder button, and Equidox will  reorder the page with the default top-to-bottom   98 00:09:25,440 --> 00:09:31,680 reading order. There are also multi-column layout  options depending on the structure of the page.   99 00:09:31,680 --> 00:09:36,400 You can select individual zones to reorder  them, and there's even a method for selecting   100 00:09:36,400 --> 00:09:43,800 multiple zones to reorder zones in clusters for  pages requiring very complex reading orders. 101 00:09:43,800 --> 00:09:49,160 One final look at the HTML preview will show that  the reading order is correct, and I can save my   102 00:09:49,160 --> 00:09:55,480 work and close out of the document. The final  step is to export the PDF. Keep in mind that with   103 00:09:55,480 --> 00:10:02,720 Equidox, you can also export the PDF as an HTML or  an ePub file; however, the majority of our users   104 00:10:02,720 --> 00:10:10,280 prefer to maintain the PDF structure. By pressing  "Generate PDF," Equidox will produce a brand new   105 00:10:10,280 --> 00:10:16,080 document for me. This document will be exactly  the same as the original except it will be tagged,   106 00:10:16,080 --> 00:10:22,720 fully accessible, and most importantly, fully  usable for assistive technology users. Keep   107 00:10:22,720 --> 00:10:28,000 in mind the original version of this document  was completely untagged and therefore useless   108 00:10:28,000 --> 00:10:34,040 to a screen reader user, and of course, fully  non-compliant with all Web Content Accessibility   109 00:10:34,040 --> 00:10:41,080 Guidelines. The version we just exported from  Equidox, however, is fully and accurately tagged,   110 00:10:41,080 --> 00:10:48,800 100% compliant, and completely usable for  people who rely on assistive technology. 111 00:10:48,800 --> 00:10:54,200 Equidox also offers an add-on feature that I would  like to briefly mention. This feature is called   112 00:10:54,200 --> 00:10:59,480 "Zone transfer," which allows users to instantly  transfer the reading zones from one version   113 00:10:59,480 --> 00:11:05,080 of a document to another version of the same  or similar document. There are a couple of   114 00:11:05,080 --> 00:11:10,680 different methods of doing this, but the simplest  way is to just copy and paste the document ID out   115 00:11:10,680 --> 00:11:17,240 of the URL and paste it into this text field  on the user interface. This functionality is   116 00:11:17,240 --> 00:11:22,680 extremely valuable for our customers who generate  documents from consistently formatted templates,   117 00:11:22,680 --> 00:11:27,520 make last-minute revisions or typo  corrections to documents, or if they   118 00:11:27,520 --> 00:11:38,120 just find themselves working through a backlog  of documents that have a lot of similarities. 119 00:11:38,120 --> 00:11:43,160 For more information about how Equidox Software  Company can help you with PDF accessibility,   120 00:11:43,160 --> 00:11:52,280 email us at EquidoxSales@Equidox.co  or give us a call at 216-529-3030,   121 00:11:52,280 --> 00:11:55,880 or visit our website at www.Equidox.co.