ETSI TR 101 550 V1.1.1 (2014-02)

Documents relevant to EN 301 549 Accessibility requirements suitable for public procurement of ICT products and services in Europe

DTR/HF-00126

General Information

• Status: Published
• Publication Date: 20-Feb-2012
• Technical Committee: HF - Human Factors
• Current Stage: 12 - Completion
• Due Date: 13-Feb-2014
• Completion Date: 19-Feb-2014
• Mandate: M/376

Standards Content (Sample)

TR 101 550 V1.1.1 (2014-02)






Technical Report


Documents relevant to EN 301 549 "Accessibility requirements
suitable for public procurement of ICT products and services
in Europe"

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2 TR 101 550 V1.1.1 (2014-02)

Reference
DTR/HF-00126
Keywords
accessibility, HF, ICT, procurement


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3 TR 101 550 V1.1.1 (2014-02)
Contents
Contents . 3
Intellectual Property Rights . 5
Foreword. 5
Introduction . 5
1 Scope . 6
2 References . 6
2.1 Normative references . 6
2.2 Informative references . 6
3 Definitions and abbreviations . 8
3.1 Definitions . 8
3.2 Abbreviations . 8
4 Overview . 8
5 Preparation of the EN requirements . 9
5.1 General . 9
5.2 Global issues within the EN . 11
5.3 Definitions (Clause 3 of the EN) . 12
5.4 Functional performance (Clause 4 of the EN) . 13
5.4.1 Functional performance statements . 13
5.4.2 Mapping between requirements and functional performance statements . 14
5.5 Generic requirements (Clause 5 of the EN) . 15
5.6 ICT with two-way voice communications (Clause 6 of the EN) . 15
5.6.1 Audio bandwidth for speech (informative recommendation) (Clause 6.1 of the EN) . 15
5.6.2 Real-Time Text (RTT) functionality (Clause 6.2 of the EN) . 15
5.7 Video communication (Clause 6.6 of the EN) . 16
5.8 Hardware (Clause 8 of the EN) . 16
5.8.1 Hardware products with speech output (Clause 8.2 of the EN) . 16
5.8.2 Fixed-line devices (Clause 8.2.2.1 of the EN) . 16
5.8.3 Wireless communication devices (Clause 8.2.2.2 of the EN) . 16
5.8.4 Physical access to ICT (Clause 8.3 of the EN) . 16
5.8.5 Mechanically operable parts (Clause 8.4 of the EN) . 18
5.9 Web (Clause 9 of the EN) . 18
5.10 Non-web documents (Clause 10 of the EN) . 19
5.11 Non-web software (Clause 11 of the EN) . 20
5.11.1 Software success criteria (Clause 11.2 of the EN) . 20
5.11.2 Interoperability with assistive technologies (Clause 11.3 of the EN) . 21
5.11.3 Authoring tools (Clause 11.6 of the EN) . 21
5.12 ICT providing relay or emergency service access (Clause 13 of the EN). 21
5.13 Annex B . 21
5.14 Annex C . 22
6 Documents used for the development of test procedures . 22
6.1 Simple tests based on inspection or testing . 22
6.2 Tests with processes defined in other standards . 22
6.3 Selective testing . 22
7 New tests and evaluation methods . 23
7.1 New tests . 23
7.2 Further research . 23
7.2.1 Contrast . 23
7.2.2 Anthropometry . 23
7.2.3 Usage with limited cognition . 24
7.2.4 Real-time text correctness . 24
7.2.5 The physical design of installed and free-standing ICT . 24
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History . 25

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Intellectual Property Rights
IPRs essential or potentially essential to the present document may have been declared to ETSI. The information
pertaining to these essential IPRs, if any, is publicly available for ETSI members and non-members, and can be found
in ETSI SR 000 314: "Intellectual Property Rights (IPRs); Essential, or potentially Essential, IPRs notified to ETSI in
respect of ETSI standards", which is available from the ETSI Secretariat. Latest updates are available on the ETSI Web
server (http://ipr.etsi.org).
Pursuant to the ETSI IPR Policy, no investigation, including IPR searches, has been carried out by ETSI. No guarantee
can be given as to the existence of other IPRs not referenced in ETSI SR 000 314 (or the updates on the ETSI Web
server) which are, or may be, or may become, essential to the present document.
Foreword
This Technical Report (TR) has been produced by ETSI Technical Committee Human Factors (HF).
Introduction
The present document was prepared in response to Phase 2 of Mandate M 376 [i.9] from the European Commission to
CEN, CENELEC and ETSI.
The primary objective of Mandate 376 was to produce a European Standard (EN 301 549 [i.3]), hereafter, for the
purpose of this document, called "the EN", that sets out in a single source, detailed, practical and quantifiable functional
accessibility requirements which: take note of global initiatives in that field, are applicable to all ICT products and
services identified in Phase I, and are usable in public procurement.
The present document is one of two Technical Reports that support the EN. The present document lists the standards
and technical specifications used in the creation of the compliance requirements for accessibility set out in the EN. It
also provides a source reference for other documents needed to implement the test procedures required by the EN.
The present document also notes new test methods developed during the work on the EN and identifies exceptional
cases where further research was found to be necessary.
A second Technical Report (TR 101 551 [i.7]) gives guidance to procurers on the award criteria relevant to each area of
user needs in the products and services under consideration.
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1 Scope
The present document lists the documents used in the creation of EN 301 549 [i.3] on accessibility requirements for
public procurement of ICT products and services in Europe and provides a source reference for any other documents
needed to implement the test procedures specified in that document.
As well as identifying the sources for the EN content, the present document also provides additional explanation to
assist users of the EN with clarifications and supporting information about measurement methods, particularly where no
globally agreed test presently exists.
Where there are any test gaps, these are identified and test descriptions and evaluation methodologies are developed. In
those exceptional cases where it is not possible to do so, recommendations are given on how the gaps should be filled.
2 References
References are either specific (identified by date of publication and/or edition number or version number) or
non-specific. For specific references, only the cited version applies. For non-specific references, the latest version of the
referenced document (including any amendments) applies.
Referenced documents which are not found to be publicly available in the expected location might be found at
http://docbox.etsi.org/Reference.
NOTE: While any hyperlinks included in this clause were valid at the time of publication ETSI cannot guarantee
their long term validity.
2.1 Normative references
Not applicable.
2.2 Informative references
The following referenced documents are not necessary for the application of the present document but they assist the
user with regard to a particular subject area.
[i.1] ANSI C.63.19 (2011): "Methods of Measurement of Compatibility between Wireless
Communications Devices and Hearing Aids".
[i.2] ETSI EG 201 013: "Human Factors (HF); Definitions, abbreviations and symbols".
[i.3] CEN/CENELEC/ETSI EN 301 549: "Accessibility requirements suitable for public procurement
of ICT products and services in Europe".
[i.4] ETSI ES 200 381-1: "Telephony for hearing impaired people; Inductive coupling of telephone
earphones to hearing aids Part 1: Fixed-line speech terminals".
[i.5] ETSI ES 200 381-2: "Telephony for hearing impaired people; Inductive coupling of telephone
earphones to hearing aids; Part 2: Cellular speech terminals".
[i.6] ETSI ETS 300 381: "Telephony for hearing impaired people; Inductive coupling of telephone
earphones to hearing aids".
[i.7] CEN/CENELEC/ETSI TR 101 551: "Guidelines on the use of accessibility award criteria suitable
for publicly procured ICT products and services in Europe".
[i.8] ETSI TR 102 612: "Human Factors (HF); European accessibility requirements for public
procurement of products and services in the ICT domain (European Commission Mandate M 376,
Phase 1)".
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[i.9] European Commission M 376: "Standardisation Mandate to CEN, CENELEC and ETSI in support
of European accessibility requirements for public procurement of products and services in the ICT
domain".
[i.10] European Commission M 420: "Standardisation Mandate to CEN CENELEC and ETSI in support
of European Accessibility Requirements for Public Procurement in the Built Environment".
[i.11] ISO 9241-171:2008: "Ergonomics of human-system interaction-Part 171: Guidance on software
accessibility".
[i.12] ISO 21542(2011): "Building construction -- Accessibility and usability of the built environment".
[i.13] ISO 26800: 2011: "Ergonomics - General approach, principles and concepts".
[i.14] ISO/IEC 17007 (2009): "Conformity assessment - Guidance for drafting normative documents
suitable for use in conformity assessment".
[i.15] ISO/IEC 13066-1 (2011): "Information technology -- Interoperability with assistive technology
(AT) -- Part 1: Requirements and recommendations for interoperability".
[i.16] ISO/IEC 40500 (2012): "Information technology -- W3C Web Content Accessibility Guidelines
(WCAG) 2.0".
[i.17] ISO/IEC TR 29138-1 "Information Technology - Accessibility considerations for people with
disabilities - User needs summary.
[i.18] Supplement 1 to ITU-T H-Series Recommendations: "Application profile - sign language and lip-
reading real time conversation using low bit rate video communication".
[i.19] Telecommunications and Electronic and Information Technology Advisory Committee (TEITAC):
"Report to the Access Board: Refreshed Accessibility Standards and Guidelines in
Telecommunications and Electronic and Information Technology", April 2008.
NOTE: Available at http://www.access-board.gov/guidelines-and-standards/communications-and-it/about-the-ict-
refresh/background/teitac-report
[i.20] TIA-825-A: 2003: "A Frequency Shift Keyed Modem for Use on the Public Switched Telephone
Network".
[i.21] TIA-1083-A (2010): "Telecommunications; Telephone Terminal equipment; Handset magnetic
measurement procedures and performance requirements" - Telecommunications Industry
Association.
[i.22] US Access Board: "Draft Information and Communication Technology (ICT) Standards and
Guidelines" March 2010 (ANPRM 2010).
NOTE: Available at http://www.access-board.gov/attachments/article/560/draft-rule2010.pdf.
[i.23] US Access Board: "Draft Information and Communication Technology (ICT) Standards and
Guidelines", December 2011 (ANPRM 2011).
NOTE: Available at http://www.access-board.gov/attachments/article/490/draft-rule.pdf .
[i.24] US Department of Justice: "2010 ADA Standards for Accessible Design".
[i.25] W3C Recommendation (11 December 2008)/ISO/IEC 40500 (2012): "Web Content Accessibility
Guidelines (WCAG) 2.0".
NOTE: Available at http://www.w3.org/TR/WCAG20/.
[i.26] W3C Working Group Note (5 September 2013): "Guidance on Applying WCAG 2.0 to Non-Web
Information and Communications Technologies (WCAG2ICT)".
NOTE: Available at http://www.w3.org/TR/wcag2ict/.
[i.27] Recommendation ITU-T F.700: "Framework Recommendation for multimedia services".
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[i.28] Recommendation ITU-T F.703: "Multimedia conversational services".
3 Definitions and abbreviations
3.1 Definitions
For the purposes of the present document, the terms and definitions given in EG 201 013 [i.2] and the following apply:
accessibility: extent to which products, systems, services, environments and facilities can be used by people from a
population with the widest range of characteristics and capabilities, to achieve a specified goal in a specified context of
use (from ISO 26800 [i.13])
NOTE: Context of use includes direct use or use supported by assistive technologies.
assistive technology: hardware or software added to, connected to, or incorporated within, a system that increases
accessibility for an individual (from ISO 9241-171 [i.11])
NOTE 1: Examples are braille display, screen reader, screen magnification software, eye tracking devices.
NOTE 2: Where ICT does not support directly connected assistive technology, but can be operated by a system
connected over a network or other remote connection, such a separate system (with any included assistive
technology) can also be considered assistive technology.
electronic content: information and sensory experience to be communicated to the user by means of ICT
real-time text: form of text conversation in point to point situations or in multipoint conferencing where the text being
entered is displayed on all terminals in such a way that the communication is perceived by the user as being continuous
3.2 Abbreviations
For the purposes of the present document, the following abbreviations apply:
ADA Americans with Disabilities Act
ANPRM Advance Notice of Proposed Rule Making
ANSI American National Standards Institute
ATAG Authoring Tool Accessibility Guidelines
FPC Functional Performance Criteria
FPS Functional Performance Statement
GSM Global System for Mobile Communications
ICT Information and Communication Technologies
IEC International Electrotechnical Commission
IETF Internet Engineering Task Force
IMS IP Multimedia Subsystem
IP Internet Protocol
ISO International Organisation for Standardization
JWG Joint Working Group
PSTN Public Switched Telephone Network
RTT Real-Time Text
SI Système International (International System of Units)
TEITAC Telecommunications and Electronic and Information Technology Advisory Committee
W3C World Wide Web Consortium
WCAG Web Content Accessibility Guidelines (of W3C)
4 Overview
When writing EN 301 549 [i.3], hereafter, for the purpose of this document, called "the EN", there were a number of
key requirements that had to be taken into account.
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It was important to build on the significant work undertaken during Phase 1 of Mandate M376 [i.9] which resulted in
TR 102 612 [i.8]. Phase 1 was the preparatory work that preceded the Phase 2 activity of preparing a European Standard
(Norm) (EN) containing in one volume all the necessary functional accessibility requirements for public procurement of
products and services in the ICT domain. This EN, EN 301 549 [i.3], was intended to contain these requirements in a
fully demonstrable and testable form, compliant with ISO/IEC 17007 [i.14], the standard which gives guidance for
drafting normative documents suitable for use in conformity assessment.
It was important that the document should achieve global acceptability, originally by taking into account the
requirements of the US Telecommunications and Electronic and Information Technology Advisory Committee
(TEITAC) Report published in April 2008 [i.19] on which the Phase 1 work was based . Unfortunately, before work
started on Phase 2 of the Mandate [i.9], the US Access Board set out in an Advance Notice of Proposed Rulemaking
(ANPRM) of their "Information and Communication Technology (ICT) Standards and Guidelines" [i.23].
In order to maintain the aim to reduce the burden on manufacturers by providing a common set of public procurement
requirements for accessibility which as far as possible could apply to markets both in Europe and in the rest of the world
it was necessary to change the work to meet the new US ANPRM [i.23]. This has been achieved whilst meeting the
requirements mandated by the European Commission.
Whilst trying to achieve a globally acceptable standard it was important to ensure that the requirements of the EN took
account of the European public procurement needs, particularly in those areas affected by European legislation. It was
also necessary to take note of some areas where aspects of performance are controlled by different legislative
requirements, such as telephone transmission.
Where websites are concerned, it was important to achieve global status for the accessibility requirements by referring
to the well-established process of conformance to the internationally accepted web content accessibility guidelines
(WCAG) produced by the World Wide Web Consortium (W3C), an international community that develops
recommendations. These recommendations are currently at version WCAG 2.0 [i.25], which was adopted in December
2008.
5 Preparation of the EN requirements
5.1 General
For each potential requirement identified in Phase 1 of the work on Mandate 376 [i.9], the sources identified in the
report were checked to see if they were appropriate to be a potential source of wording for the requirement (i.e. whether
it was a widely accepted global standard) and, where appropriate, to identify whether the specific text in the standard
could be taken into account when wording the requirement. A full listing of the sources that relate to each requirement
can be found in TR 102 612 [i.8] produced at the end of Phase 1.
The original Terms of Reference for the work on the EN were based on the output of Phase 1 of the mandate.
Subsequent to the publication of the Phase 1 reports there were considerable developments in relevant international
regulations and standards. The publication by the US Access Board of an Advance Notice of Proposed Rulemaking
(ANPRM) [i.22] in March 2010 was particularly significant.
When writing the EN an attempt was made to maximize alignment with the updating of the American accessibility
requirements that are foreseen by the American Architectural and Transportation Barriers compliance board's (Access
Board) document entitled "Telecommunications Act Accessibility Guidelines: Electronic and Information Technology
nd
Accessibility Standards". This was published as an advance notice of proposed rulemaking (ANPRM) on the 22
March 2010 [i.22]. This document led to the writing of the US Access Board's draft "Information and Communication
Technology (ICT) Standards and Guidelines" [i.22] (henceforward described here as the first 508/255 ANPRM), and
th
was followed by a second version of the standards and guidelines that was published on the 8 December 2011 [i.23].
This second 508/255 ANPRM was significantly different from the first one, replacing many of the previous
requirements by global references to WCAG 2.0 [i.25]. At the time of writing it is not known what requirements will be
included in the final Notice of Proposed Rule Making (NPRM) which will lead to the formal revision of Section 508 of
the Rehabilitation Act.
Initially, the first 508/255 ANPRM text, together with the official comments on the proposed requirements, were
considered as the basis of candidate text. Following this study, in some cases the same text was able to be used, but in
many cases the wording was changed by the experts writing the new requirements in order to address the issues raised
by the official comments and to address points found in the other standards that were consulted.
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10 TR 101 550 V1.1.1 (2014-02)
In some cases the concepts and wording from widely accepted International Standards were used as a basis for the
drafting or re-drafting of those requirements.
A new requirement was introduced into the EN to provide a clear point of separation between those areas that are Web
content, and hence within the scope of WCAG 2.0 [i.25], and those that are not. The intent was that for Web content,
the requirements of the EN would be identical to those of WCAG 2.0. This was to be achieved by making WCAG 2.0 a
part of the EN as a PDF attachment.
Major re-writing or expanding of the requirements beyond that of the 508/255 ANPRM had to be undertaken for areas
where the performance requirements of European networks or legislation demanded different or more precisely defined
specifications of services, for example when defining requirements for magnetic coupling of ICT to hearing aids and
also for Real Time Text.
In summary, the net result of taking all of these factors into account was that, for the majority of the individual
requirements (for ICT not within the scope of WCAG 2.0), the wording was closely based on the wording of the
508/255 ANPRM with changes being made to reflect the concerns expressed in the official comments on that document
and also the concerns of the experts drafting the European requirements. Where a requirement that was identified in
Phase 1 did not appear in the 508/255 ANPRM, but was still seen as being important to be included in EN 301 549 [i.3],
the initial source chosen to look for appropriate wording was the TEITAC report [i.19].
The structure of some requirements in the 508/255 ANPRM was found to be incompatible with the rules adopted and
considered essential by the ESOs and official International Standards Bodies. It was therefore necessary to alter the way
in which these groups of requirements were structured and to amend the wording of requirements to match the revised
structuring logic. In making these changes, care was taken to avoid altering the intended meaning of the individual
requirements and the intended relationships between them.
th
On 8 December 2011, a second 508/255 ANPRM was issued with a completely new set of standards and guidelines
[i.23]. The approach taken in the second 508/255 ANPRM was radically different from that taken in the first 508/255
ANPRM. The number of requirements and the overall size of the document was greatly reduced in this second 508/255
ANPRM by proposing that the WCAG 2.0 Success Criteria could be applied to "User interface components and content
of platforms and applications" as well as to web pages. This approach met with initial scepticism from some
commentators in the US, as well as from those drafting EN 301 549 [i.3]. In particular the US Access Board's
suggestion that applying WCAG 2.0 Success Criteria to these other areas was "st
...