PDF Accessibility - Test Procedures & Requirements

The Visa Global Accessibility Requirements (VGAR) is a combination of requirements and complimentary test procedures that help teams create and verify accessible PDF documents.

For accessibility testing, the tester simply executes the test cases and determines whether each page in the PDF document being tested passes or fails the test case. When a failure is found, the tester then documents the failure and provides it to the development team for remediation.  The development team subsequently references both the identified failure and the corresponding requirement to assist in the remediation effort.

 

Test Order    |    Requirement Order

Test Order

The following table contains the VGAR PDF test cases, they are ordered for the ideal test execution.

Test Order Test ID Test Tool(s) Test Procedure Test Outcomes
1 PDF-001-08-T PDF Accessibility Checker

1) Run the Accessibility checker

2) Review results for Document - Accessibility permission flag

3) Confirm that this is not failing

Pass = accessibility permission flag test is passing

Fail = accessibility permission flag test is failing

2 PDF-001-01-T PDF Accessibility Checker

1) Run PDF Accessibility Checker Full Check

2) Confirm that the Tagged Document test passes

3) Confirm that tagging is correct for all content by reviewing tagging in the Content and Tags panel

Pass = the document is tagged correctly

Fail = the document is not tagged OR tagging is not correct

3 PDF-001-03-T PDF Accessibility Checker

1) Run PDF Accessibility Checker Full Check

2) Confirm that the Language test passes

3) Confirm that the language is accurate

Pass = a valid language is provided

Fail = a valid language is not provided

4 PDF-001-02-T PDF Accessibility Checker

1) Go to File > Properties in PDF Authoring tool

2) Open the 'Initial View' tab and confirm that under 'Window Options' the Show dropdown is set to 'Document Title' 

3) Run PDF Accessibility Checker Full Check

4) Confirm that the Title test passes

5) Confirm that the title is accurate and descriptive

Pass = the document is titled appropriately AND initial view is set to Document Title

Fail = the document is not titled appropriately OR the initial view is not set to Document Title

5 PDF-001-06-T PDF Accessibility Checker

1) Review the document for a table of contents

2) If present, the TOC has links to each section in the document

Pass = table of contents has linking

Fail = table of contents does not have linking

NA = table of contents is not present

6 PDF-001-07-T

PDF Accessibility Checker

Keyboard

1) Confirm that the content reading order is correct using the Reading Order tool

2) Use a keyboard to move through the page and confirm that any interactive content is presented in the correct tab order

Pass = content reading order and tab order are correct

Fail = content reading order OR tab order are not correct

7 PDF-002-01-T PDF Accessibility Checker Visually scan the tag tree to verify that all text is tagged correctly

Pass = all text is tagged correctly

Fail = some text is not tagged correctly

8 PDF-002-02-T PDF Accessibility Checker Visually scan the tag tree to verify that all mathematical equations are tagged correctly with a Formula tag and an Alt attribute

Pass = all mathematical equations are tagged correctly

Fail = one or more mathematical equations are not tagged correctly

NA = no mathematical equations are present

9 PDF-002-03-T

PDF Accessibility Checker

Keyboard

Screen Reader

Confirm that each link is correctly tagged and link text is properly exposed:

1)Read the PDF document with a screen reader, listening to hear that the link is read correctly and that it describes the purpose of the link (i.e., its destination).

2)Visually scan the tag tree to verify that the link is tagged correctly and the link text is exposed (for screen magnifier users and sighted users with cognitive disabilities).

3)Tab to each link and check that it can be followed to its target by pressing Enter.

Pass = all links are tagged correctly, read correctly by screen reader, can be activated with a keyboard, and the link text describes the purpose of the link

Fail = one or more links are tagged incorrectly, not read correctly by screen reader, cannot be activated with a keyboard, or link text does not describe the purpose of the link

NA = no links are present

10 PDF-002-04-T PDF Accessibility Checker

Visually scan the tag tree to verify that all footnotes, endnotes, and note labels are tagged correctly:

-Footnotes and endnotes tagged with a Note tag

-Each Note tag has unique entry in the ID key

Pass = all footnotes, endnotes, and note labels are tagged correctly with unique ID

Fail = one or more footnotes, endnotes, or note labels are not tagged correctly or do not have unique ID

NA = no footnotes, endnotes, or note labels are present

11 PDF-007-01-T PDF Accessibility Checker

1) Run accessibility checker and review results for Forms - Field descriptions

2) Confirm that all form fields/controls have accurate and descriptive tootips

Pass = all form controls have accurate descriptive tooltips

Fail = all form controls do not have accurate descriptive tooltips

NA = form fields/controls are not present

12 PDF-007-02-T PDF Accessibility Checker

1) Review the Tags panel in authoring tool and locate each radio element

2) Confirm that radio buttons that are grouped visually have the same Name and Title attributes

3) Confirm that the radio button choice is correct for each option

Pass = all radio buttons are grouped correctly and have accurate choice option text

Fail = all radio buttons are not grouped correctly or don't have accurate choice option text

NA = radio buttons are not present

13 PDF-007-03-T PDF Accessibility Checker

1) Review the Tags panel in Acrobat and locate all form elements

2) Confirm that all form elements are tagged correctly for their type

Pass = all form elements are tagged correctly

Fail = all form elements are not tagged correctly

NA = form elements are not present

14 PDF-007-05-T PDF Accessibility Checker

1) Locate all form elements that are required

2) Confirm that required fields are shown in text

3) Confirm that each form element's tooltip includes 'required' if the field is required

4) Open each required field's Properties dialog and under General - Common Properties confirm that 'Required' is checked

Pass = required fields are shown in text and noted in the tooltip

Fail = required fields are not shown in text OR not noted in the tooltip

NA = no required fields are present

15 PDF-007-04-T Visual Inspection

1) Confirm that where form validation can be used that it is used

2) Confirm that all error messaging is clear and accurate for screen reader users

Pass = form validation is used where it can be used and all error messaging is clear and accurate for screen reader users

Fail = form validation is not used where it can be used OR error messaging is not clear and accurate for screen reader users

NA = form elements are not present

16 PDF-003-01-T PDF Accessibility Checker

1) Run accessibility checker and review results for Alternative Text - Figures alternate text

2) Confirm that each image has accurate, descriptive alternative text if not decorative

Pass = all images have descriptive alt text 

Fail = one or more images do not have alt text OR the alt text provided is not descriptive

NA = no images are present

17 PDF-003-02-T PDF Accessibility Checker

1) Run accessibility checker and review results for Alternative Text - Figures alternate text

2) Confirm that each decorative image is tagged as an artifact

Pass =  all decorative non-text content is tagged as an artifact

Fail =  all decorative non-text content is not tagged as an artifact

NA = no decorative non-text content is present

18 PDF-003-03-T PDF Accessibility Checker

1) Review all images and graphics

2) For all images or graphics that include a visible caption check to ensure the caption text is tagged as a caption element

Pass = all image and graphic caption text is tagged correctly

Fail = all image and graphic caption text is not tagged correctly

NA = no image or graphic caption text is present

19 PDF-005-01-T PDF Accessibility Checker

1) Run accessibility checker and review results for Tables

2) Confirm that there are no errors

3) Confirm that all content which looks like a table is tagged as a table

Pass = all table content is tagged correctly

Fail = all table content is not tagged correctly

NA = no table content is present

20 PDF-004-01-T PDF Accessibility Checker

1) Run accessibility checker and review results for Lists

2) Confirm that both List items and Lbl and Body tests pass

3) Confirm that any text that looks like a list is tagged as a list

Pass = all list items have appropriate LI tags with Lbl and Body as needed

Fail = one or more list items is not tagged correctly

NA = lists are not present

21 PDF-005-02-T PDF Accessibility Checker

1) Review the Tags panel in Acrobat

2) Confirm that no table tags are used for layout purposes

Pass = tables are not used for layout purposes

Fail = tables are used for layout purposes

NA = no table content is present

22 PDF-004-02-T PDF Accessibility Checker

1) Review the document for numbered list content

2) Using the Tags panel, confirm that all numbered lists the explicit ListNumbering attribute is present for L tags

Pass = numbered list content is tagged correctly

Fail = numbered list content is not tagged correctly

NA = no numbered lists are present

23 PDF-006-01-T PDF Accessibility Checker

1) Review the Tags panel

2) Confirm that all heading content is tagged as headings

Pass = all headings are tagged correctly

Fail = headings are not all tagged correctly

24 PDF-006-02-T PDF Accessibility Checker

1) Run accessibility checker and review results for Headings

2) Confirm that no failures are present

Pass = all headings are nested correctly

Fail = all headings are not nested correctly

25 PDF-001-04-T PDF Accessibility Checker

1) Examine all running headers and footers

2) Confirm that they are consistent on all pages

Pass = headers and footers are consistent

Fail = headers or footers are not consistent

NA = no headers or footers are present

26 PDF-001-05-T PDF Accessibility Checker Confirm that page numbers are correct and presented to screen reader

Pass = page numbers are accurate and ready by a screen reader

Fail = page numbers are not accurate OR not read by a screen reader

NA = page numbering is not provided

27 PDF-007-06-T Keyboard

1) Use a keyboard to navigate the PDF 

2) Confirm that all interactive functionality of the document can be accessed and controlled successfully using the keyboard alone

Pass = all content is keyboard compatible

Fail = some content is not keyboard compatible

NA = no interactive content is present

28 PDF-008-01-T Visual Inspection

1) Review all audio/visual content

2) Confirm that captions are available

Pass = all audio/visual content contains captions

Fail = all audio/visual content does not contain captions

NA = no audio/visual content is present

29 PDF-008-02-T Visual Inspection

1) Review all audio/visual content

2) Confirm that audio description is available

Pass = all audio/visual content contains audio description

Fail = all audio/visual content does not contain audio description

NA = no audio/visual content is present

30 PDF-008-03-T Visual Inspection

1) Review all audio/visual content

2) Confirm that extended audio description is available where a basic AD track does not suffice

Pass = all audio/visual content contains extended AD where needed

Fail = all audio/visual content does not extended AD where needed

NA = no audio/visual content is present OR basic AD track is sufficient

31 PDF-008-04-T Visual Inspection

1) Review all audio/visual content

2) Confirm that captions and audio description are provided in a acceptable way

Pass = captions and audio description are provided in an acceptable way

Fail = captions and/or audio description are not provided in an acceptable way

NA = no audio/visual content is present

32 PDF-008-05-T Visual Inspection

1) Review all audio/visual content

2) Confirm that a trascript is available for all audio-only and video-only content

Pass = all audio/visual-only content has a transcript

Fail = all audio/visual-only content does not have a transcript

NA = no audio/visual-only content is present

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